@robosystems/client 1.14.1 → 1.16.0

package/artifacts/LedgerClient.d.ts

@@ -1,6 +1,6 @@
-import type { AssociationResponse, AutoMapElementsOperation, BindTextBlockRequest, BindTextBlockResponse, BlockedSourceGraphResponse, BlockSourceGraphResult, ComputeMetricsRequest, ComputeMetricsResponse, CreateAgentRequest, CreateEventBlockRequest, CreateEventHandlerRequest, CreateInformationBlockRequest, CreateMappingAssociationOperation, CreateTaxonomyBlockRequest, CreateViewRequest, DeleteInformationBlockRequest, DeleteInformationBlockResponse, DeleteMappingAssociationOperation, DeleteResult, DeleteTaxonomyBlockRequest, DeleteTaxonomyBlockResponse, EntityTaxonomyResponse, EvaluateRulesRequest, EvaluateRulesResponse, EventBlockEnvelope, EventHandlerResponse, FinancialStatementAnalysisRequest, FinancialStatementAnalysisResponse, InformationBlockEnvelope, JournalEntryResponse, LedgerAgentResponse, LinkEntityTaxonomyRequest, LiveFinancialStatementRequest, LiveFinancialStatementResponse, OperationEnvelope, PreviewEventBlockResponse, PublishListMemberResponse, PublishListResponse, ReportResponse, RevokeReportShareResponse, ShareReportResponse, TaxonomyBlockEnvelope, UpdateAgentRequest, UpdateEntityRequest, UpdateEventBlockRequest, UpdateEventHandlerRequest, UpdateInformationBlockRequest, UpdateJournalEntryRequest, UpdateTaxonomyBlockRequest, ViewResponse } from '../types.gen';
+import type { AssociationResponse, AutoMapElementsOperation, BindTextBlockRequest, BindTextBlockResponse, BlockedSourceGraphResponse, BlockSourceGraphResult, ComputeMetricsRequest, ComputeMetricsResponse, CreateAgentRequest, CreateEventBlockRequest, CreateEventHandlerRequest, CreateInformationBlockRequest, CreateMappingAssociationOperation, CreateTaxonomyBlockRequest, CreateViewRequest, DeleteInformationBlockRequest, DeleteInformationBlockResponse, DeleteMappingAssociationOperation, DeleteResult, DeleteTaxonomyBlockRequest, DeleteTaxonomyBlockResponse, EntityTaxonomyResponse, EvaluateRulesRequest, EvaluateRulesResponse, EventBlockEnvelope, EventHandlerResponse, FinancialStatementAnalysisRequest, FinancialStatementAnalysisResponse, InformationBlockEnvelope, InitializeChartOfAccountsRequest, JournalEntryResponse, LedgerAgentResponse, LinkEntityTaxonomyRequest, LiveFinancialStatementRequest, LiveFinancialStatementResponse, OperationEnvelope, PreviewEventBlockResponse, PublishListMemberResponse, PublishListResponse, ReportResponse, RevokeReportShareResponse, ShareReportResponse, TaxonomyBlockEnvelope, UpdateAgentRequest, UpdateEntityRequest, UpdateEventBlockRequest, UpdateEventHandlerRequest, UpdateInformationBlockRequest, UpdateJournalEntryRequest, UpdateTaxonomyBlockRequest, ViewResponse } from '../types.gen';
 import type { TokenProvider } from './graphql/client';
-import { type GetInformationBlockQuery, type GetLedgerAccountRollupsQuery, type GetLedgerAccountTreeQuery, type GetLedgerAgentQuery, type GetLedgerClosingBookStructuresQuery, type GetLedgerEntityQuery, type GetLedgerEventBlockQuery, type GetLedgerFiscalCalendarQuery, type GetLedgerMappedTrialBalanceQuery, type GetLedgerMappingCoverageQuery, type GetLedgerMappingQuery, type GetLedgerPeriodCloseStatusQuery, type GetLedgerPeriodDraftsQuery, type GetLedgerPublishListQuery, type GetLedgerReportingTaxonomyQuery, type GetLedgerReportPackageQuery, type GetLedgerReportQuery, type GetLedgerStatementQuery, type GetLedgerSummaryQuery, type GetLedgerTransactionQuery, type GetLedgerTrialBalanceQuery, type ListInformationBlocksQuery, type ListLedgerAccountsQuery, type ListLedgerAgentsQuery, type ListLedgerBlockedSourceGraphsQuery, type ListLedgerElementsQuery, type ListLedgerEntitiesQuery, type ListLedgerEventBlocksQuery, type ListLedgerJournalEntriesQuery, type ListLedgerMappingsQuery, type ListLedgerPublishListsQuery, type ListLedgerReportsQuery, type ListLedgerStructuresQuery, type ListLedgerTaxonomiesQuery, type ListLedgerTransactionsQuery, type ListLedgerUnmappedElementsQuery, type MappingCandidatesQuery, type ReportDownloadFormat } from './graphql/generated/graphql';
+import { type GetInformationBlockQuery, type GetLedgerAccountRollupsQuery, type GetLedgerAccountTreeQuery, type GetLedgerAgentQuery, type GetLedgerClosingBookStructuresQuery, type GetLedgerEntityQuery, type GetLedgerEventBlockQuery, type GetLedgerFiscalCalendarQuery, type GetLedgerMappedTrialBalanceQuery, type GetLedgerMappingCoverageQuery, type GetLedgerMappingQuery, type GetLedgerPeriodCloseStatusQuery, type GetLedgerPeriodDraftsQuery, type GetLedgerPublishListQuery, type GetLedgerReportingTaxonomyQuery, type GetLedgerReportPackageQuery, type GetLedgerReportQuery, type GetLedgerStatementQuery, type GetLedgerSummaryQuery, type GetLedgerTransactionQuery, type GetLedgerTrialBalanceQuery, type ListChartTemplatesQuery, type ListInformationBlocksQuery, type ListLedgerAccountsQuery, type ListLedgerAgentsQuery, type ListLedgerBlockedSourceGraphsQuery, type ListLedgerElementsQuery, type ListLedgerEntitiesQuery, type ListLedgerEventBlocksQuery, type ListLedgerJournalEntriesQuery, type ListLedgerMappingsQuery, type ListLedgerPublishListsQuery, type ListLedgerReportsQuery, type ListLedgerStructuresQuery, type ListLedgerTaxonomiesQuery, type ListLedgerTransactionsQuery, type ListLedgerUnmappedElementsQuery, type MappingCandidatesQuery, type ReportDownloadFormat } from './graphql/generated/graphql';
 export { GraphQLError } from './graphql/client';
 export type LedgerEntity = NonNullable<GetLedgerEntityQuery['entity']>;
 export type LedgerEntitySummary = ListLedgerEntitiesQuery['entities'][number];
@@ -45,6 +45,8 @@ export type LedgerDraftEntry = LedgerPeriodDrafts['drafts'][number];
 export type LedgerDraftLineItem = LedgerDraftEntry['lineItems'][number];
 export type LedgerClosingBookStructures = NonNullable<GetLedgerClosingBookStructuresQuery['closingBookStructures']>;
 export type LedgerFiscalCalendar = NonNullable<GetLedgerFiscalCalendarQuery['fiscalCalendar']>;
+/** A shipped chart-of-accounts template — `listChartTemplates()` row. */
+export type LedgerChartTemplate = ListChartTemplatesQuery['chartTemplates'][number];
 export type LedgerFiscalPeriod = LedgerFiscalCalendar['periods'][number];
 export type Report = NonNullable<GetLedgerReportQuery['report']>;
 export type ReportPackage = NonNullable<GetLedgerReportPackageQuery['reportPackage']>;
@@ -162,6 +164,30 @@ export interface InitializeLedgerOptions {
     autoSeedSchedules?: boolean;
     note?: string | null;
 }
+/** A shipped chart template key — the `key` of a `listChartTemplates()` row. */
+export type ChartTemplateKey = InitializeChartOfAccountsRequest['template'];
+export interface InitializeChartOfAccountsOptions {
+    /**
+     * Legal form for the equity mapping: `corporation`, `llc` or `partnership`.
+     * Defaults to the graph's primary entity, then to corporation.
+     */
+    entityType?: string | null;
+    /** Chart display name. Defaults to 'Chart of Accounts'. */
+    name?: string | null;
+}
+export interface InitializeChartOfAccountsResult {
+    taxonomyId: string;
+    name: string;
+    template: ChartTemplateKey;
+    /** Legal form the equity rows were mapped for. */
+    entityType: string;
+    elementsCreated: number;
+    mappingsCreated: number;
+    /** Frameworks the chart was mapped into (rs-gaap today). */
+    frameworks: string[];
+    /** Targets that did not resolve, or a framework this graph does not carry. Never fatal. */
+    unresolved: string[];
+}
 export interface ClosePeriodOptions {
     note?: string | null;
     allowStaleSync?: boolean;
@@ -568,6 +594,15 @@ export declare class LedgerClient {
     getFiscalCalendar(graphId: string): Promise<LedgerFiscalCalendar | null>;
     /** One-time ledger initialization — seed fiscal calendar + periods. */
     initializeLedger(graphId: string, options?: InitializeLedgerOptions): Promise<InitializeLedgerResult>;
+    /** Shipped chart-of-accounts templates for `initializeChartOfAccounts`. */
+    listChartTemplates(graphId: string): Promise<LedgerChartTemplate[]>;
+    /**
+     * One-time chart of accounts from a shipped template — the fresh-company
+     * path to native books. Refused (409) once the graph has any chart of
+     * accounts; a QuickBooks-synced tenant never needs this. Customize the
+     * result with `updateTaxonomyBlock`.
+     */
+    initializeChartOfAccounts(graphId: string, template: ChartTemplateKey, options?: InitializeChartOfAccountsOptions): Promise<InitializeChartOfAccountsResult>;
     /** Set the user-controlled close target (YYYY-MM). */
     setCloseTarget(graphId: string, period: string, note?: string | null): Promise<LedgerFiscalCalendar>;
     /** Close a fiscal period — the final commit action. */
@@ -726,7 +761,8 @@ export declare class LedgerClient {
      *
      * @param graphId Graph identifier owning the Report.
      * @param reportId Report identifier (rpt_-prefixed ULID).
-     * @param options.format Serialization flavor — `JSONLD` (default) or `XBRL_2_1`.
+     * @param options.format Serialization flavor — `JSONLD` (default), `HOLON_JSONLD`,
+     *   `XBRL_2_1`, or `TAVI` (the Project Tavi compiled model).
      * @param options.expiresIn Presigned URL lifetime, in seconds.
      */
     getReportDownloadUrl(graphId: string, reportId: string, options?: {

package/artifacts/LedgerClient.js

@@ -593,6 +593,36 @@ class LedgerClient {
             warnings: raw.warnings ?? [],
         };
     }
+    // ── Chart of Accounts ──────────────────────────────────────────────
+    /** Shipped chart-of-accounts templates for `initializeChartOfAccounts`. */
+    async listChartTemplates(graphId) {
+        return this.gqlQuery(graphId, graphql_1.ListChartTemplatesDocument, undefined, 'List chart templates', (data) => data.chartTemplates);
+    }
+    /**
+     * One-time chart of accounts from a shipped template — the fresh-company
+     * path to native books. Refused (409) once the graph has any chart of
+     * accounts; a QuickBooks-synced tenant never needs this. Customize the
+     * result with `updateTaxonomyBlock`.
+     */
+    async initializeChartOfAccounts(graphId, template, options) {
+        const body = {
+            template,
+            entity_type: options?.entityType ?? null,
+            name: options?.name ?? null,
+        };
+        const envelope = await this.callOperation('Initialize chart of accounts', (0, sdk_gen_1.initializeChartOfAccounts)({ path: { graph_id: graphId }, body }));
+        const raw = envelope.result;
+        return {
+            taxonomyId: raw.taxonomy_id,
+            name: raw.name,
+            template: raw.template,
+            entityType: raw.entity_type,
+            elementsCreated: raw.elements_created,
+            mappingsCreated: raw.mappings_created,
+            frameworks: raw.frameworks ?? [],
+            unresolved: raw.unresolved ?? [],
+        };
+    }
     /** Set the user-controlled close target (YYYY-MM). */
     async setCloseTarget(graphId, period, note) {
         const body = { period, note: note ?? null };
@@ -920,7 +950,8 @@ class LedgerClient {
      *
      * @param graphId Graph identifier owning the Report.
      * @param reportId Report identifier (rpt_-prefixed ULID).
-     * @param options.format Serialization flavor — `JSONLD` (default) or `XBRL_2_1`.
+     * @param options.format Serialization flavor — `JSONLD` (default), `HOLON_JSONLD`,
+     *   `XBRL_2_1`, or `TAVI` (the Project Tavi compiled model).
      * @param options.expiresIn Presigned URL lifetime, in seconds.
      */
     async getReportDownloadUrl(graphId, reportId, options = {}) {

package/artifacts/LedgerClient.ts

@@ -49,6 +49,7 @@ import {
   evaluateRules,
   fileReport,
   financialStatementAnalysis,
+  initializeChartOfAccounts,
   initializeLedger,
   linkEntityTaxonomy,
   liveFinancialStatement,
@@ -107,6 +108,8 @@ import type {
   FinancialStatementAnalysisRequest,
   FinancialStatementAnalysisResponse,
   InformationBlockEnvelope,
+  InitializeChartOfAccountsRequest,
+  InitializeChartOfAccountsResponse,
   InitializeLedgerRequest,
   JournalEntryResponse,
   LedgerAgentResponse,
@@ -162,6 +165,7 @@ import {
   GetLedgerSummaryDocument,
   GetLedgerTransactionDocument,
   GetLedgerTrialBalanceDocument,
+  ListChartTemplatesDocument,
   ListInformationBlocksDocument,
   ListLedgerAccountsDocument,
   ListLedgerAgentsDocument,
@@ -199,6 +203,7 @@ import {
   type GetLedgerSummaryQuery,
   type GetLedgerTransactionQuery,
   type GetLedgerTrialBalanceQuery,
+  type ListChartTemplatesQuery,
   type ListInformationBlocksQuery,
   type ListLedgerAccountsQuery,
   type ListLedgerAgentsQuery,
@@ -295,6 +300,8 @@ export type LedgerClosingBookStructures = NonNullable<
 >
 
 export type LedgerFiscalCalendar = NonNullable<GetLedgerFiscalCalendarQuery['fiscalCalendar']>
+/** A shipped chart-of-accounts template — `listChartTemplates()` row. */
+export type LedgerChartTemplate = ListChartTemplatesQuery['chartTemplates'][number]
 export type LedgerFiscalPeriod = LedgerFiscalCalendar['periods'][number]
 
 // Reports + publish lists + statements
@@ -508,6 +515,33 @@ export interface InitializeLedgerOptions {
   note?: string | null
 }
 
+/** A shipped chart template key — the `key` of a `listChartTemplates()` row. */
+export type ChartTemplateKey = InitializeChartOfAccountsRequest['template']
+
+export interface InitializeChartOfAccountsOptions {
+  /**
+   * Legal form for the equity mapping: `corporation`, `llc` or `partnership`.
+   * Defaults to the graph's primary entity, then to corporation.
+   */
+  entityType?: string | null
+  /** Chart display name. Defaults to 'Chart of Accounts'. */
+  name?: string | null
+}
+
+export interface InitializeChartOfAccountsResult {
+  taxonomyId: string
+  name: string
+  template: ChartTemplateKey
+  /** Legal form the equity rows were mapped for. */
+  entityType: string
+  elementsCreated: number
+  mappingsCreated: number
+  /** Frameworks the chart was mapped into (rs-gaap today). */
+  frameworks: string[]
+  /** Targets that did not resolve, or a framework this graph does not carry. Never fatal. */
+  unresolved: string[]
+}
+
 export interface ClosePeriodOptions {
   note?: string | null
   allowStaleSync?: boolean
@@ -1684,6 +1718,52 @@ export class LedgerClient {
     }
   }
 
+  // ── Chart of Accounts ──────────────────────────────────────────────
+
+  /** Shipped chart-of-accounts templates for `initializeChartOfAccounts`. */
+  async listChartTemplates(graphId: string): Promise<LedgerChartTemplate[]> {
+    return this.gqlQuery(
+      graphId,
+      ListChartTemplatesDocument,
+      undefined,
+      'List chart templates',
+      (data) => data.chartTemplates
+    )
+  }
+
+  /**
+   * One-time chart of accounts from a shipped template — the fresh-company
+   * path to native books. Refused (409) once the graph has any chart of
+   * accounts; a QuickBooks-synced tenant never needs this. Customize the
+   * result with `updateTaxonomyBlock`.
+   */
+  async initializeChartOfAccounts(
+    graphId: string,
+    template: ChartTemplateKey,
+    options?: InitializeChartOfAccountsOptions
+  ): Promise<InitializeChartOfAccountsResult> {
+    const body: InitializeChartOfAccountsRequest = {
+      template,
+      entity_type: options?.entityType ?? null,
+      name: options?.name ?? null,
+    }
+    const envelope = await this.callOperation(
+      'Initialize chart of accounts',
+      initializeChartOfAccounts({ path: { graph_id: graphId }, body })
+    )
+    const raw = envelope.result as unknown as InitializeChartOfAccountsResponse
+    return {
+      taxonomyId: raw.taxonomy_id,
+      name: raw.name,
+      template: raw.template,
+      entityType: raw.entity_type,
+      elementsCreated: raw.elements_created,
+      mappingsCreated: raw.mappings_created,
+      frameworks: raw.frameworks ?? [],
+      unresolved: raw.unresolved ?? [],
+    }
+  }
+
   /** Set the user-controlled close target (YYYY-MM). */
   async setCloseTarget(
     graphId: string,
@@ -2190,7 +2270,8 @@ export class LedgerClient {
    *
    * @param graphId Graph identifier owning the Report.
    * @param reportId Report identifier (rpt_-prefixed ULID).
-   * @param options.format Serialization flavor — `JSONLD` (default) or `XBRL_2_1`.
+   * @param options.format Serialization flavor — `JSONLD` (default), `HOLON_JSONLD`,
+   *   `XBRL_2_1`, or `TAVI` (the Project Tavi compiled model).
    * @param options.expiresIn Presigned URL lifetime, in seconds.
    */
   async getReportDownloadUrl(

package/artifacts/graphql/generated/graphql.d.ts

@@ -9,7 +9,7 @@ export type Incremental<T> = T | {
     [P in keyof T]?: P extends ' $fragmentName' | '__typename' ? T[P] : never;
 };
 import type { TypedDocumentNode as DocumentNode } from '@graphql-typed-document-node/core';
-export type ReportDownloadFormat = 'HOLON_JSONLD' | 'JSONLD' | 'XBRL_2_1';
+export type ReportDownloadFormat = 'HOLON_JSONLD' | 'JSONLD' | 'TAVI' | 'XBRL_2_1';
 export type GetInvestorHoldingsQueryVariables = Exact<{
     portfolioId: string;
 }>;
@@ -411,6 +411,17 @@ export type ListLedgerBlockedSourceGraphsQuery = {
         };
     } | null;
 };
+export type ListChartTemplatesQueryVariables = Exact<{
+    [key: string]: never;
+}>;
+export type ListChartTemplatesQuery = {
+    chartTemplates: Array<{
+        key: string;
+        displayName: string;
+        description: string;
+        accountCount: number;
+    }>;
+};
 export type GetLedgerClosingBookStructuresQueryVariables = Exact<{
     [key: string]: never;
 }>;
@@ -2102,6 +2113,7 @@ export declare const ListLedgerAccountsDocument: DocumentNode<ListLedgerAccounts
 export declare const GetLedgerAgentDocument: DocumentNode<GetLedgerAgentQuery, GetLedgerAgentQueryVariables>;
 export declare const ListLedgerAgentsDocument: DocumentNode<ListLedgerAgentsQuery, ListLedgerAgentsQueryVariables>;
 export declare const ListLedgerBlockedSourceGraphsDocument: DocumentNode<ListLedgerBlockedSourceGraphsQuery, ListLedgerBlockedSourceGraphsQueryVariables>;
+export declare const ListChartTemplatesDocument: DocumentNode<ListChartTemplatesQuery, ListChartTemplatesQueryVariables>;
 export declare const GetLedgerClosingBookStructuresDocument: DocumentNode<GetLedgerClosingBookStructuresQuery, GetLedgerClosingBookStructuresQueryVariables>;
 export declare const ListLedgerElementsDocument: DocumentNode<ListLedgerElementsQuery, ListLedgerElementsQueryVariables>;
 export declare const ListLedgerEntitiesDocument: DocumentNode<ListLedgerEntitiesQuery, ListLedgerEntitiesQueryVariables>;

package/artifacts/graphql/generated/graphql.js

@@ -1,7 +1,7 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.GetLibraryElementEquivalentsDocument = exports.GetLibraryElementClassificationsDocument = exports.GetLibraryElementArcsDocument = exports.ListLibraryTaxonomyArcsDocument = exports.ListLedgerUnmappedElementsDocument = exports.GetLedgerTrialBalanceDocument = exports.ListLedgerTransactionsDocument = exports.GetLedgerTransactionDocument = exports.ListLedgerTaxonomiesDocument = exports.GetLedgerSummaryDocument = exports.ListLedgerStructuresDocument = exports.GetLedgerStatementDocument = exports.ListLedgerReportsDocument = exports.GetLedgerReportingTaxonomyDocument = exports.GetLedgerReportPackageDocument = exports.GetLedgerReportDownloadUrlDocument = exports.GetLedgerReportDocument = exports.ListLedgerPublishListsDocument = exports.GetLedgerPublishListDocument = exports.GetLedgerPeriodDraftsDocument = exports.GetLedgerPeriodCloseStatusDocument = exports.ListLedgerMappingsDocument = exports.GetLedgerMappingCoverageDocument = exports.MappingCandidatesDocument = exports.GetLedgerMappingDocument = exports.GetLedgerMappedTrialBalanceDocument = exports.ListLedgerJournalEntriesDocument = exports.ListInformationBlocksDocument = exports.GetInformationBlockWindowedDocument = exports.GetInformationBlockDocument = exports.GetLedgerFiscalCalendarDocument = exports.ListLedgerEventBlocksDocument = exports.GetLedgerEventBlockDocument = exports.GetLedgerEntityDocument = exports.ListLedgerEntitiesDocument = exports.ListLedgerElementsDocument = exports.GetLedgerClosingBookStructuresDocument = exports.ListLedgerBlockedSourceGraphsDocument = exports.ListLedgerAgentsDocument = exports.GetLedgerAgentDocument = exports.ListLedgerAccountsDocument = exports.GetLedgerAccountTreeDocument = exports.GetLedgerAccountRollupsDocument = exports.GetInvestorSecurityDocument = exports.ListInvestorSecuritiesDocument = exports.ListInvestorPositionsDocument = exports.GetInvestorPositionDocument = exports.ListInvestorPortfoliosDocument = exports.GetInvestorPortfolioBlockDocument = exports.GetInvestorHoldingsDocument = void 0;
-exports.GetLibraryTaxonomyDocument = exports.ListLibraryTaxonomiesDocument = exports.GetLibraryStructureDocument = exports.ListLibraryStructuresDocument = exports.GetLibraryElementDocument = exports.SearchLibraryElementsDocument = exports.ListLibraryElementsDocument = void 0;
+exports.GetLibraryElementClassificationsDocument = exports.GetLibraryElementArcsDocument = exports.ListLibraryTaxonomyArcsDocument = exports.ListLedgerUnmappedElementsDocument = exports.GetLedgerTrialBalanceDocument = exports.ListLedgerTransactionsDocument = exports.GetLedgerTransactionDocument = exports.ListLedgerTaxonomiesDocument = exports.GetLedgerSummaryDocument = exports.ListLedgerStructuresDocument = exports.GetLedgerStatementDocument = exports.ListLedgerReportsDocument = exports.GetLedgerReportingTaxonomyDocument = exports.GetLedgerReportPackageDocument = exports.GetLedgerReportDownloadUrlDocument = exports.GetLedgerReportDocument = exports.ListLedgerPublishListsDocument = exports.GetLedgerPublishListDocument = exports.GetLedgerPeriodDraftsDocument = exports.GetLedgerPeriodCloseStatusDocument = exports.ListLedgerMappingsDocument = exports.GetLedgerMappingCoverageDocument = exports.MappingCandidatesDocument = exports.GetLedgerMappingDocument = exports.GetLedgerMappedTrialBalanceDocument = exports.ListLedgerJournalEntriesDocument = exports.ListInformationBlocksDocument = exports.GetInformationBlockWindowedDocument = exports.GetInformationBlockDocument = exports.GetLedgerFiscalCalendarDocument = exports.ListLedgerEventBlocksDocument = exports.GetLedgerEventBlockDocument = exports.GetLedgerEntityDocument = exports.ListLedgerEntitiesDocument = exports.ListLedgerElementsDocument = exports.GetLedgerClosingBookStructuresDocument = exports.ListChartTemplatesDocument = exports.ListLedgerBlockedSourceGraphsDocument = exports.ListLedgerAgentsDocument = exports.GetLedgerAgentDocument = exports.ListLedgerAccountsDocument = exports.GetLedgerAccountTreeDocument = exports.GetLedgerAccountRollupsDocument = exports.GetInvestorSecurityDocument = exports.ListInvestorSecuritiesDocument = exports.ListInvestorPositionsDocument = exports.GetInvestorPositionDocument = exports.ListInvestorPortfoliosDocument = exports.GetInvestorPortfolioBlockDocument = exports.GetInvestorHoldingsDocument = void 0;
+exports.GetLibraryTaxonomyDocument = exports.ListLibraryTaxonomiesDocument = exports.GetLibraryStructureDocument = exports.ListLibraryStructuresDocument = exports.GetLibraryElementDocument = exports.SearchLibraryElementsDocument = exports.ListLibraryElementsDocument = exports.GetLibraryElementEquivalentsDocument = void 0;
 exports.GetInvestorHoldingsDocument = {
     kind: 'Document',
     definitions: [
@@ -1190,6 +1190,34 @@ exports.ListLedgerBlockedSourceGraphsDocument = {
         },
     ],
 };
+exports.ListChartTemplatesDocument = {
+    kind: 'Document',
+    definitions: [
+        {
+            kind: 'OperationDefinition',
+            operation: 'query',
+            name: { kind: 'Name', value: 'ListChartTemplates' },
+            selectionSet: {
+                kind: 'SelectionSet',
+                selections: [
+                    {
+                        kind: 'Field',
+                        name: { kind: 'Name', value: 'chartTemplates' },
+                        selectionSet: {
+                            kind: 'SelectionSet',
+                            selections: [
+                                { kind: 'Field', name: { kind: 'Name', value: 'key' } },
+                                { kind: 'Field', name: { kind: 'Name', value: 'displayName' } },
+                                { kind: 'Field', name: { kind: 'Name', value: 'description' } },
+                                { kind: 'Field', name: { kind: 'Name', value: 'accountCount' } },
+                            ],
+                        },
+                    },
+                ],
+            },
+        },
+    ],
+};
 exports.GetLedgerClosingBookStructuresDocument = {
     kind: 'Document',
     definitions: [

package/artifacts/graphql/generated/graphql.ts

@@ -4,7 +4,7 @@ type Exact<T extends { [key: string]: unknown }> = { [K in keyof T]: T[K] }
 export type Incremental<T> =
   T | { [P in keyof T]?: P extends ' $fragmentName' | '__typename' ? T[P] : never }
 import type { TypedDocumentNode as DocumentNode } from '@graphql-typed-document-node/core'
-export type ReportDownloadFormat = 'HOLON_JSONLD' | 'JSONLD' | 'XBRL_2_1'
+export type ReportDownloadFormat = 'HOLON_JSONLD' | 'JSONLD' | 'TAVI' | 'XBRL_2_1'
 
 export type GetInvestorHoldingsQueryVariables = Exact<{
   portfolioId: string
@@ -398,6 +398,17 @@ export type ListLedgerBlockedSourceGraphsQuery = {
   } | null
 }
 
+export type ListChartTemplatesQueryVariables = Exact<{ [key: string]: never }>
+
+export type ListChartTemplatesQuery = {
+  chartTemplates: Array<{
+    key: string
+    displayName: string
+    description: string
+    accountCount: number
+  }>
+}
+
 export type GetLedgerClosingBookStructuresQueryVariables = Exact<{ [key: string]: never }>
 
 export type GetLedgerClosingBookStructuresQuery = {
@@ -3211,6 +3222,34 @@ export const ListLedgerBlockedSourceGraphsDocument = {
   ListLedgerBlockedSourceGraphsQuery,
   ListLedgerBlockedSourceGraphsQueryVariables
 >
+export const ListChartTemplatesDocument = {
+  kind: 'Document',
+  definitions: [
+    {
+      kind: 'OperationDefinition',
+      operation: 'query',
+      name: { kind: 'Name', value: 'ListChartTemplates' },
+      selectionSet: {
+        kind: 'SelectionSet',
+        selections: [
+          {
+            kind: 'Field',
+            name: { kind: 'Name', value: 'chartTemplates' },
+            selectionSet: {
+              kind: 'SelectionSet',
+              selections: [
+                { kind: 'Field', name: { kind: 'Name', value: 'key' } },
+                { kind: 'Field', name: { kind: 'Name', value: 'displayName' } },
+                { kind: 'Field', name: { kind: 'Name', value: 'description' } },
+                { kind: 'Field', name: { kind: 'Name', value: 'accountCount' } },
+              ],
+            },
+          },
+        ],
+      },
+    },
+  ],
+} as unknown as DocumentNode<ListChartTemplatesQuery, ListChartTemplatesQueryVariables>
 export const GetLedgerClosingBookStructuresDocument = {
   kind: 'Document',
   definitions: [

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

@@ -0,0 +1,6 @@
+/**
+ * Shipped chart-of-accounts templates for `initializeChartOfAccounts` —
+ * the fresh-company path to native books. Keys are stable (`saas`,
+ * `services`, `product`); `accountCount` is the rows the template creates.
+ */
+export declare const LIST_CHART_TEMPLATES: string;

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

@@ -0,0 +1,19 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.LIST_CHART_TEMPLATES = void 0;
+const graphql_request_1 = require("graphql-request");
+/**
+ * Shipped chart-of-accounts templates for `initializeChartOfAccounts` —
+ * the fresh-company path to native books. Keys are stable (`saas`,
+ * `services`, `product`); `accountCount` is the rows the template creates.
+ */
+exports.LIST_CHART_TEMPLATES = (0, graphql_request_1.gql) `
+  query ListChartTemplates {
+    chartTemplates {
+      key
+      displayName
+      description
+      accountCount
+    }
+  }
+`;

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

@@ -0,0 +1,17 @@
+import { gql } from 'graphql-request'
+
+/**
+ * Shipped chart-of-accounts templates for `initializeChartOfAccounts` —
+ * the fresh-company path to native books. Keys are stable (`saas`,
+ * `services`, `product`); `accountCount` is the rows the template creates.
+ */
+export const LIST_CHART_TEMPLATES = gql`
+  query ListChartTemplates {
+    chartTemplates {
+      key
+      displayName
+      description
+      accountCount
+    }
+  }
+`

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

@@ -4,8 +4,9 @@
  * Replaces the retired `GET .../reports/{id}/download` REST resource — a
  * download is a read of stored state, so it lives on the read surface.
  * Every flavor resolves to a short-lived presigned S3 URL the client
- * follows directly (JSON-LD is stamped at publish time; XBRL is
- * materialized + cached on first request). `format` accepts the
- * `ReportDownloadFormat` enum (`JSONLD`, `XBRL_2_1`).
+ * follows directly (JSON-LD is stamped at publish time; XBRL, the holon
+ * and the Tavi compiled model are materialized + cached on first
+ * request). `format` accepts the `ReportDownloadFormat` enum (`JSONLD`,
+ * `HOLON_JSONLD`, `XBRL_2_1`, `TAVI`).
  */
 export declare const GET_REPORT_DOWNLOAD_URL: string;

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

@@ -8,9 +8,10 @@ const graphql_request_1 = require("graphql-request");
  * Replaces the retired `GET .../reports/{id}/download` REST resource — a
  * download is a read of stored state, so it lives on the read surface.
  * Every flavor resolves to a short-lived presigned S3 URL the client
- * follows directly (JSON-LD is stamped at publish time; XBRL is
- * materialized + cached on first request). `format` accepts the
- * `ReportDownloadFormat` enum (`JSONLD`, `XBRL_2_1`).
+ * follows directly (JSON-LD is stamped at publish time; XBRL, the holon
+ * and the Tavi compiled model are materialized + cached on first
+ * request). `format` accepts the `ReportDownloadFormat` enum (`JSONLD`,
+ * `HOLON_JSONLD`, `XBRL_2_1`, `TAVI`).
  */
 exports.GET_REPORT_DOWNLOAD_URL = (0, graphql_request_1.gql) `
   query GetLedgerReportDownloadUrl(

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

@@ -6,9 +6,10 @@ import { gql } from 'graphql-request'
  * Replaces the retired `GET .../reports/{id}/download` REST resource — a
  * download is a read of stored state, so it lives on the read surface.
  * Every flavor resolves to a short-lived presigned S3 URL the client
- * follows directly (JSON-LD is stamped at publish time; XBRL is
- * materialized + cached on first request). `format` accepts the
- * `ReportDownloadFormat` enum (`JSONLD`, `XBRL_2_1`).
+ * follows directly (JSON-LD is stamped at publish time; XBRL, the holon
+ * and the Tavi compiled model are materialized + cached on first
+ * request). `format` accepts the `ReportDownloadFormat` enum (`JSONLD`,
+ * `HOLON_JSONLD`, `XBRL_2_1`, `TAVI`).
  */
 export const GET_REPORT_DOWNLOAD_URL = gql`
   query GetLedgerReportDownloadUrl(