@robosystems/client 2.2.1 → 2.2.2

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@@ -1,7 +1,8 @@
1
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  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';
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  import type { TokenProvider } from './graphql/client';
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- 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';
3
+ 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, type ReportLifecycle } from './graphql/generated/graphql';
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  export { GraphQLError } from './graphql/client';
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+ export type { ReportLifecycle };
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  export type LedgerEntity = NonNullable<GetLedgerEntityQuery['entity']>;
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  export type LedgerEntitySummary = ListLedgerEntitiesQuery['entities'][number];
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  export type LedgerSummary = NonNullable<GetLedgerSummaryQuery['summary']>;
@@ -716,8 +717,15 @@ export declare class LedgerClient {
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  * inline and this resolves with the published report header.
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  */
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  createReport(graphId: string, options: CreateReportOptions): Promise<ReportResponse>;
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- /** List all reports for a graph (includes received shared reports). */
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- listReports(graphId: string): Promise<ReportListItem[]>;
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+ /**
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+ * List reports for a graph (includes received shared reports).
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+ *
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+ * `lifecycle` defaults to `CURRENT`, which leaves archived reports out;
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+ * `ARCHIVED` returns only those, `ALL` every report.
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+ */
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+ listReports(graphId: string, options?: {
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+ lifecycle?: ReportLifecycle;
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+ }): Promise<ReportListItem[]>;
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  /** Get a single report with its period list + available structures. */
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  getReport(graphId: string, reportId: string): Promise<Report | null>;
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  /**
@@ -785,9 +793,10 @@ export declare class LedgerClient {
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  fileReport(graphId: string, reportId: string): Promise<ReportResponse>;
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  /**
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  * Move a Report along the non-file legs of the filing lifecycle
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- * (draft ↔ under_review, filed → archived). Use ``fileReport`` to
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- * reach 'filed' so the audit fields land cleanly. Synchronous —
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- * resolves with the updated report header.
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+ * (draft ↔ under_review, filed ↔ archived). Archiving takes a filed
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+ * report off the current list without deleting it; unarchiving returns
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+ * it to 'filed'. Use ``fileReport`` to file a draft so the audit fields
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+ * land cleanly. Synchronous — resolves with the updated report header.
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  */
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  transitionFilingStatus(graphId: string, reportId: string, targetStatus: string): Promise<ReportResponse>;
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  /** Check if a report was received via sharing (vs locally created). */
@@ -880,9 +880,14 @@ class LedgerClient {
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  const envelope = await this.callOperation('Create report', (0, sdk_gen_1.createReport)({ path: { graph_id: graphId }, body }));
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  return this.requireResult('Create report', envelope.result);
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  }
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- /** List all reports for a graph (includes received shared reports). */
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- async listReports(graphId) {
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- const list = await this.gqlQuery(graphId, graphql_1.ListLedgerReportsDocument, undefined, 'List reports', (data) => data.reports);
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+ /**
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+ * List reports for a graph (includes received shared reports).
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+ *
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+ * `lifecycle` defaults to `CURRENT`, which leaves archived reports out;
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+ * `ARCHIVED` returns only those, `ALL` every report.
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+ */
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+ async listReports(graphId, options = {}) {
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+ const list = await this.gqlQuery(graphId, graphql_1.ListLedgerReportsDocument, options.lifecycle ? { lifecycle: options.lifecycle } : undefined, 'List reports', (data) => data.reports);
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  return list?.reports ?? [];
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  }
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  /** Get a single report with its period list + available structures. */
@@ -1001,9 +1006,10 @@ class LedgerClient {
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  }
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  /**
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  * Move a Report along the non-file legs of the filing lifecycle
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- * (draft ↔ under_review, filed → archived). Use ``fileReport`` to
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- * reach 'filed' so the audit fields land cleanly. Synchronous —
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- * resolves with the updated report header.
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+ * (draft ↔ under_review, filed ↔ archived). Archiving takes a filed
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+ * report off the current list without deleting it; unarchiving returns
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+ * it to 'filed'. Use ``fileReport`` to file a draft so the audit fields
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+ * land cleanly. Synchronous — resolves with the updated report header.
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  */
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  async transitionFilingStatus(graphId, reportId, targetStatus) {
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  const body = {
@@ -221,11 +221,13 @@ import {
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  type ListLedgerUnmappedElementsQuery,
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  type MappingCandidatesQuery,
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  type ReportDownloadFormat,
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+ type ReportLifecycle,
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  } from './graphql/generated/graphql'
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  // Re-export the structured GraphQL error type so consumers importing
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  // from the `@robosystems/client/ledger` subpath can `instanceof` it.
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  export { GraphQLError } from './graphql/client'
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+ export type { ReportLifecycle }
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  // ── Friendly types derived from GraphQL codegen ────────────────────────
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  //
@@ -2155,12 +2157,20 @@ export class LedgerClient {
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  return this.requireResult('Create report', envelope.result)
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  }
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- /** List all reports for a graph (includes received shared reports). */
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- async listReports(graphId: string): Promise<ReportListItem[]> {
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+ /**
2161
+ * List reports for a graph (includes received shared reports).
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+ *
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+ * `lifecycle` defaults to `CURRENT`, which leaves archived reports out;
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+ * `ARCHIVED` returns only those, `ALL` every report.
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+ */
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+ async listReports(
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+ graphId: string,
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+ options: { lifecycle?: ReportLifecycle } = {}
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+ ): Promise<ReportListItem[]> {
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  const list = await this.gqlQuery(
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  graphId,
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  ListLedgerReportsDocument,
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- undefined,
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+ options.lifecycle ? { lifecycle: options.lifecycle } : undefined,
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  'List reports',
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  (data) => data.reports
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  )
@@ -2343,9 +2353,10 @@ export class LedgerClient {
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  /**
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  * Move a Report along the non-file legs of the filing lifecycle
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- * (draft ↔ under_review, filed → archived). Use ``fileReport`` to
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- * reach 'filed' so the audit fields land cleanly. Synchronous —
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- * resolves with the updated report header.
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+ * (draft ↔ under_review, filed ↔ archived). Archiving takes a filed
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+ * report off the current list without deleting it; unarchiving returns
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+ * it to 'filed'. Use ``fileReport`` to file a draft so the audit fields
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+ * land cleanly. Synchronous — resolves with the updated report header.
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  */
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  async transitionFilingStatus(
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  graphId: string,
@@ -10,6 +10,7 @@ export type Incremental<T> = T | {
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  };
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  import type { TypedDocumentNode as DocumentNode } from '@graphql-typed-document-node/core';
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  export type ReportDownloadFormat = 'HOLON_JSONLD' | 'TAVI' | 'XBRL_2_1';
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+ export type ReportLifecycle = 'ALL' | 'ARCHIVED' | 'CURRENT';
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  export type GetInvestorHoldingsQueryVariables = Exact<{
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  portfolioId: string;
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  }>;
@@ -1615,7 +1616,7 @@ export type GetLedgerReportingTaxonomyQuery = {
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  } | null;
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  };
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  export type ListLedgerReportsQueryVariables = Exact<{
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- [key: string]: never;
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+ lifecycle?: ReportLifecycle;
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  }>;
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  export type ListLedgerReportsQuery = {
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  reports: {
@@ -1624,6 +1625,7 @@ export type ListLedgerReportsQuery = {
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  name: string;
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  taxonomyId: string;
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  generationStatus: string;
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+ filingStatus: string;
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  periodType: string;
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  periodStart: string | null;
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  periodEnd: string | null;
@@ -4322,12 +4322,30 @@ exports.ListLedgerReportsDocument = {
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  kind: 'OperationDefinition',
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  operation: 'query',
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  name: { kind: 'Name', value: 'ListLedgerReports' },
4325
+ variableDefinitions: [
4326
+ {
4327
+ kind: 'VariableDefinition',
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+ variable: { kind: 'Variable', name: { kind: 'Name', value: 'lifecycle' } },
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+ type: {
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+ kind: 'NonNullType',
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+ type: { kind: 'NamedType', name: { kind: 'Name', value: 'ReportLifecycle' } },
4332
+ },
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+ defaultValue: { kind: 'EnumValue', value: 'CURRENT' },
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+ },
4335
+ ],
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  selectionSet: {
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  kind: 'SelectionSet',
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  selections: [
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  {
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  kind: 'Field',
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  name: { kind: 'Name', value: 'reports' },
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+ arguments: [
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+ {
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+ kind: 'Argument',
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+ name: { kind: 'Name', value: 'lifecycle' },
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+ value: { kind: 'Variable', name: { kind: 'Name', value: 'lifecycle' } },
4347
+ },
4348
+ ],
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  selectionSet: {
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  kind: 'SelectionSet',
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  selections: [
@@ -4341,6 +4359,7 @@ exports.ListLedgerReportsDocument = {
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  { kind: 'Field', name: { kind: 'Name', value: 'name' } },
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  { kind: 'Field', name: { kind: 'Name', value: 'taxonomyId' } },
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  { kind: 'Field', name: { kind: 'Name', value: 'generationStatus' } },
4362
+ { kind: 'Field', name: { kind: 'Name', value: 'filingStatus' } },
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  { kind: 'Field', name: { kind: 'Name', value: 'periodType' } },
4345
4364
  { kind: 'Field', name: { kind: 'Name', value: 'periodStart' } },
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  { kind: 'Field', name: { kind: 'Name', value: 'periodEnd' } },
@@ -6,6 +6,8 @@ export type Incremental<T> =
6
6
  import type { TypedDocumentNode as DocumentNode } from '@graphql-typed-document-node/core'
7
7
  export type ReportDownloadFormat = 'HOLON_JSONLD' | 'TAVI' | 'XBRL_2_1'
8
8
 
9
+ export type ReportLifecycle = 'ALL' | 'ARCHIVED' | 'CURRENT'
10
+
9
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  export type GetInvestorHoldingsQueryVariables = Exact<{
10
12
  portfolioId: string
11
13
  }>
@@ -1559,7 +1561,9 @@ export type GetLedgerReportingTaxonomyQuery = {
1559
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  } | null
1560
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  }
1561
1563
 
1562
- export type ListLedgerReportsQueryVariables = Exact<{ [key: string]: never }>
1564
+ export type ListLedgerReportsQueryVariables = Exact<{
1565
+ lifecycle?: ReportLifecycle
1566
+ }>
1563
1567
 
1564
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  export type ListLedgerReportsQuery = {
1565
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  reports: {
@@ -1568,6 +1572,7 @@ export type ListLedgerReportsQuery = {
1568
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  name: string
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  taxonomyId: string
1570
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  generationStatus: string
1575
+ filingStatus: string
1571
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  periodType: string
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  periodStart: string | null
1573
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  periodEnd: string | null
@@ -6372,12 +6377,30 @@ export const ListLedgerReportsDocument = {
6372
6377
  kind: 'OperationDefinition',
6373
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  operation: 'query',
6374
6379
  name: { kind: 'Name', value: 'ListLedgerReports' },
6380
+ variableDefinitions: [
6381
+ {
6382
+ kind: 'VariableDefinition',
6383
+ variable: { kind: 'Variable', name: { kind: 'Name', value: 'lifecycle' } },
6384
+ type: {
6385
+ kind: 'NonNullType',
6386
+ type: { kind: 'NamedType', name: { kind: 'Name', value: 'ReportLifecycle' } },
6387
+ },
6388
+ defaultValue: { kind: 'EnumValue', value: 'CURRENT' },
6389
+ },
6390
+ ],
6375
6391
  selectionSet: {
6376
6392
  kind: 'SelectionSet',
6377
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  selections: [
6378
6394
  {
6379
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  kind: 'Field',
6380
6396
  name: { kind: 'Name', value: 'reports' },
6397
+ arguments: [
6398
+ {
6399
+ kind: 'Argument',
6400
+ name: { kind: 'Name', value: 'lifecycle' },
6401
+ value: { kind: 'Variable', name: { kind: 'Name', value: 'lifecycle' } },
6402
+ },
6403
+ ],
6381
6404
  selectionSet: {
6382
6405
  kind: 'SelectionSet',
6383
6406
  selections: [
@@ -6391,6 +6414,7 @@ export const ListLedgerReportsDocument = {
6391
6414
  { kind: 'Field', name: { kind: 'Name', value: 'name' } },
6392
6415
  { kind: 'Field', name: { kind: 'Name', value: 'taxonomyId' } },
6393
6416
  { kind: 'Field', name: { kind: 'Name', value: 'generationStatus' } },
6417
+ { kind: 'Field', name: { kind: 'Name', value: 'filingStatus' } },
6394
6418
  { kind: 'Field', name: { kind: 'Name', value: 'periodType' } },
6395
6419
  { kind: 'Field', name: { kind: 'Name', value: 'periodStart' } },
6396
6420
  { kind: 'Field', name: { kind: 'Name', value: 'periodEnd' } },
@@ -1,5 +1,8 @@
1
1
  /**
2
- * All report definitions for this graph, most recent first.
2
+ * Report definitions for this graph, most recent first.
3
+ *
4
+ * `lifecycle` defaults to `CURRENT` (archived reports left out); `ARCHIVED`
5
+ * returns only those, `ALL` every report.
3
6
  *
4
7
  * Includes both native reports (generated from this graph's books) and
5
8
  * shared reports (materialized from another graph via a publish list).
@@ -3,20 +3,24 @@ Object.defineProperty(exports, "__esModule", { value: true });
3
3
  exports.LIST_REPORTS = void 0;
4
4
  const graphql_request_1 = require("graphql-request");
5
5
  /**
6
- * All report definitions for this graph, most recent first.
6
+ * Report definitions for this graph, most recent first.
7
+ *
8
+ * `lifecycle` defaults to `CURRENT` (archived reports left out); `ARCHIVED`
9
+ * returns only those, `ALL` every report.
7
10
  *
8
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  * Includes both native reports (generated from this graph's books) and
9
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  * shared reports (materialized from another graph via a publish list).
10
13
  * `sourceGraphId` / `sourceReportId` / `sharedAt` identify shared reports.
11
14
  */
12
15
  exports.LIST_REPORTS = (0, graphql_request_1.gql) `
13
- query ListLedgerReports {
14
- reports {
16
+ query ListLedgerReports($lifecycle: ReportLifecycle! = CURRENT) {
17
+ reports(lifecycle: $lifecycle) {
15
18
  reports {
16
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  id
17
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  name
18
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  taxonomyId
19
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  generationStatus
23
+ filingStatus
20
24
  periodType
21
25
  periodStart
22
26
  periodEnd
@@ -1,20 +1,24 @@
1
1
  import { gql } from 'graphql-request'
2
2
 
3
3
  /**
4
- * All report definitions for this graph, most recent first.
4
+ * Report definitions for this graph, most recent first.
5
+ *
6
+ * `lifecycle` defaults to `CURRENT` (archived reports left out); `ARCHIVED`
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+ * returns only those, `ALL` every report.
5
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  *
6
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  * Includes both native reports (generated from this graph's books) and
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  * shared reports (materialized from another graph via a publish list).
8
11
  * `sourceGraphId` / `sourceReportId` / `sharedAt` identify shared reports.
9
12
  */
10
13
  export const LIST_REPORTS = gql`
11
- query ListLedgerReports {
12
- reports {
14
+ query ListLedgerReports($lifecycle: ReportLifecycle! = CURRENT) {
15
+ reports(lifecycle: $lifecycle) {
13
16
  reports {
14
17
  id
15
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  name
16
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  taxonomyId
17
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  generationStatus
21
+ filingStatus
18
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  periodType
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  periodStart
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  periodEnd
package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "@robosystems/client",
3
- "version": "2.2.1",
3
+ "version": "2.2.2",
4
4
  "description": "TypeScript client library for the RoboSystems financial intelligence platform",
5
5
  "main": "index.js",
6
6
  "types": "index.d.ts",
package/sdk/sdk.gen.d.ts CHANGED
@@ -1152,7 +1152,7 @@ export declare const fileReport: <ThrowOnError extends boolean = false>(options:
1152
1152
  /**
1153
1153
  * Transition Filing Status
1154
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  *
1155
- * Move a Report along the non-file legs of the filing lifecycle (draft ↔ under_review, filed → archived). Use 'file-report' to reach 'filed' so audit fields land cleanly.
1155
+ * Move a Report along the non-file legs of the filing lifecycle (draft ↔ under_review, filed ↔ archived). Archiving takes a filed report off the current list without deleting it; unarchiving returns it to 'filed'. Use 'file-report' to file a draft so audit fields land cleanly.
1156
1156
  *
1157
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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.
1158
1158
  */
package/sdk/sdk.gen.js CHANGED
@@ -2373,7 +2373,7 @@ exports.fileReport = fileReport;
2373
2373
  /**
2374
2374
  * Transition Filing Status
2375
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  *
2376
- * Move a Report along the non-file legs of the filing lifecycle (draft ↔ under_review, filed → archived). Use 'file-report' to reach 'filed' so audit fields land cleanly.
2376
+ * Move a Report along the non-file legs of the filing lifecycle (draft ↔ under_review, filed ↔ archived). Archiving takes a filed report off the current list without deleting it; unarchiving returns it to 'filed'. Use 'file-report' to file a draft so audit fields land cleanly.
2377
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  *
2378
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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.
2379
2379
  */
package/sdk/sdk.gen.ts CHANGED
@@ -2385,7 +2385,7 @@ export const fileReport = <ThrowOnError extends boolean = false>(options: Option
2385
2385
  /**
2386
2386
  * Transition Filing Status
2387
2387
  *
2388
- * Move a Report along the non-file legs of the filing lifecycle (draft ↔ under_review, filed → archived). Use 'file-report' to reach 'filed' so audit fields land cleanly.
2388
+ * Move a Report along the non-file legs of the filing lifecycle (draft ↔ under_review, filed ↔ archived). Archiving takes a filed report off the current list without deleting it; unarchiving returns it to 'filed'. Use 'file-report' to file a draft so audit fields land cleanly.
2389
2389
  *
2390
2390
  * **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.
2391
2391
  */
@@ -16751,10 +16751,11 @@ export type TransactionTemplateLeg = {
16751
16751
  *
16752
16752
  * Generic filing-status transition — escape hatch for non-file moves.
16753
16753
  *
16754
- * Used for `draft → under_review` (submit for review) and
16755
- * `filed → archived` (supersede / retire). Filing the package goes
16756
- * through :class:`FileReportRequest` so `filed_at` / `filed_by`
16757
- * audit fields land cleanly.
16754
+ * Used for `draft ↔ under_review` (submit for review, or send back),
16755
+ * `filed → archived` (take a filed report off the current list) and
16756
+ * `archived → filed` (bring it back). Filing a draft goes through
16757
+ * :class:`FileReportRequest` so `filed_at` / `filed_by` audit fields
16758
+ * land cleanly.
16758
16759
  */
16759
16760
  export type TransitionFilingStatusRequest = {
16760
16761
  /**
@@ -16766,7 +16767,7 @@ export type TransitionFilingStatusRequest = {
16766
16767
  /**
16767
16768
  * Target Status
16768
16769
  *
16769
- * Target lifecycle state: `under_review` (submit a draft for review) or `archived` (supersede / retire a filed report). Reaching `filed` goes through `file-report` so audit fields land cleanly.
16770
+ * Target lifecycle state: `under_review` (submit a draft for review), `draft` (send it back), `archived` (take a filed report off the current list; it stays a record) or `filed` (unarchive). Filing a draft goes through `file-report` so audit fields land cleanly.
16770
16771
  */
16771
16772
  target_status: string;
16772
16773
  };
package/sdk/types.gen.ts CHANGED
@@ -17169,10 +17169,11 @@ export type TransactionTemplateLeg = {
17169
17169
  *
17170
17170
  * Generic filing-status transition — escape hatch for non-file moves.
17171
17171
  *
17172
- * Used for `draft → under_review` (submit for review) and
17173
- * `filed → archived` (supersede / retire). Filing the package goes
17174
- * through :class:`FileReportRequest` so `filed_at` / `filed_by`
17175
- * audit fields land cleanly.
17172
+ * Used for `draft ↔ under_review` (submit for review, or send back),
17173
+ * `filed → archived` (take a filed report off the current list) and
17174
+ * `archived → filed` (bring it back). Filing a draft goes through
17175
+ * :class:`FileReportRequest` so `filed_at` / `filed_by` audit fields
17176
+ * land cleanly.
17176
17177
  */
17177
17178
  export type TransitionFilingStatusRequest = {
17178
17179
  /**
@@ -17184,7 +17185,7 @@ export type TransitionFilingStatusRequest = {
17184
17185
  /**
17185
17186
  * Target Status
17186
17187
  *
17187
- * Target lifecycle state: `under_review` (submit a draft for review) or `archived` (supersede / retire a filed report). Reaching `filed` goes through `file-report` so audit fields land cleanly.
17188
+ * Target lifecycle state: `under_review` (submit a draft for review), `draft` (send it back), `archived` (take a filed report off the current list; it stays a record) or `filed` (unarchive). Filing a draft goes through `file-report` so audit fields land cleanly.
17188
17189
  */
17189
17190
  target_status: string;
17190
17191
  };
package/sdk.gen.d.ts CHANGED
@@ -1152,7 +1152,7 @@ export declare const fileReport: <ThrowOnError extends boolean = false>(options:
1152
1152
  /**
1153
1153
  * Transition Filing Status
1154
1154
  *
1155
- * Move a Report along the non-file legs of the filing lifecycle (draft ↔ under_review, filed → archived). Use 'file-report' to reach 'filed' so audit fields land cleanly.
1155
+ * Move a Report along the non-file legs of the filing lifecycle (draft ↔ under_review, filed ↔ archived). Archiving takes a filed report off the current list without deleting it; unarchiving returns it to 'filed'. Use 'file-report' to file a draft so audit fields land cleanly.
1156
1156
  *
1157
1157
  * **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.
1158
1158
  */
package/sdk.gen.js CHANGED
@@ -2373,7 +2373,7 @@ exports.fileReport = fileReport;
2373
2373
  /**
2374
2374
  * Transition Filing Status
2375
2375
  *
2376
- * Move a Report along the non-file legs of the filing lifecycle (draft ↔ under_review, filed → archived). Use 'file-report' to reach 'filed' so audit fields land cleanly.
2376
+ * Move a Report along the non-file legs of the filing lifecycle (draft ↔ under_review, filed ↔ archived). Archiving takes a filed report off the current list without deleting it; unarchiving returns it to 'filed'. Use 'file-report' to file a draft so audit fields land cleanly.
2377
2377
  *
2378
2378
  * **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.
2379
2379
  */
package/sdk.gen.ts CHANGED
@@ -2385,7 +2385,7 @@ export const fileReport = <ThrowOnError extends boolean = false>(options: Option
2385
2385
  /**
2386
2386
  * Transition Filing Status
2387
2387
  *
2388
- * Move a Report along the non-file legs of the filing lifecycle (draft ↔ under_review, filed → archived). Use 'file-report' to reach 'filed' so audit fields land cleanly.
2388
+ * Move a Report along the non-file legs of the filing lifecycle (draft ↔ under_review, filed ↔ archived). Archiving takes a filed report off the current list without deleting it; unarchiving returns it to 'filed'. Use 'file-report' to file a draft so audit fields land cleanly.
2389
2389
  *
2390
2390
  * **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.
2391
2391
  */
package/types.gen.d.ts CHANGED
@@ -16751,10 +16751,11 @@ export type TransactionTemplateLeg = {
16751
16751
  *
16752
16752
  * Generic filing-status transition — escape hatch for non-file moves.
16753
16753
  *
16754
- * Used for `draft → under_review` (submit for review) and
16755
- * `filed → archived` (supersede / retire). Filing the package goes
16756
- * through :class:`FileReportRequest` so `filed_at` / `filed_by`
16757
- * audit fields land cleanly.
16754
+ * Used for `draft ↔ under_review` (submit for review, or send back),
16755
+ * `filed → archived` (take a filed report off the current list) and
16756
+ * `archived → filed` (bring it back). Filing a draft goes through
16757
+ * :class:`FileReportRequest` so `filed_at` / `filed_by` audit fields
16758
+ * land cleanly.
16758
16759
  */
16759
16760
  export type TransitionFilingStatusRequest = {
16760
16761
  /**
@@ -16766,7 +16767,7 @@ export type TransitionFilingStatusRequest = {
16766
16767
  /**
16767
16768
  * Target Status
16768
16769
  *
16769
- * Target lifecycle state: `under_review` (submit a draft for review) or `archived` (supersede / retire a filed report). Reaching `filed` goes through `file-report` so audit fields land cleanly.
16770
+ * Target lifecycle state: `under_review` (submit a draft for review), `draft` (send it back), `archived` (take a filed report off the current list; it stays a record) or `filed` (unarchive). Filing a draft goes through `file-report` so audit fields land cleanly.
16770
16771
  */
16771
16772
  target_status: string;
16772
16773
  };
package/types.gen.ts CHANGED
@@ -17169,10 +17169,11 @@ export type TransactionTemplateLeg = {
17169
17169
  *
17170
17170
  * Generic filing-status transition — escape hatch for non-file moves.
17171
17171
  *
17172
- * Used for `draft → under_review` (submit for review) and
17173
- * `filed → archived` (supersede / retire). Filing the package goes
17174
- * through :class:`FileReportRequest` so `filed_at` / `filed_by`
17175
- * audit fields land cleanly.
17172
+ * Used for `draft ↔ under_review` (submit for review, or send back),
17173
+ * `filed → archived` (take a filed report off the current list) and
17174
+ * `archived → filed` (bring it back). Filing a draft goes through
17175
+ * :class:`FileReportRequest` so `filed_at` / `filed_by` audit fields
17176
+ * land cleanly.
17176
17177
  */
17177
17178
  export type TransitionFilingStatusRequest = {
17178
17179
  /**
@@ -17184,7 +17185,7 @@ export type TransitionFilingStatusRequest = {
17184
17185
  /**
17185
17186
  * Target Status
17186
17187
  *
17187
- * Target lifecycle state: `under_review` (submit a draft for review) or `archived` (supersede / retire a filed report). Reaching `filed` goes through `file-report` so audit fields land cleanly.
17188
+ * Target lifecycle state: `under_review` (submit a draft for review), `draft` (send it back), `archived` (take a filed report off the current list; it stays a record) or `filed` (unarchive). Filing a draft goes through `file-report` so audit fields land cleanly.
17188
17189
  */
17189
17190
  target_status: string;
17190
17191
  };