@robosystems/report-components 0.1.0 → 0.1.2

package/dist/index.js.map

@@ -1 +1 @@
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* Pure formatting helpers shared by the projection and the components. No React\n * here, so the projection can depend on it without pulling in a renderer.\n */\nimport type { PeriodInfo } from './model'\n\n/**\n * Accounting-style money: negatives in parentheses, no sign, an em-dash for\n * absent values. Matches the RoboLedger statement renderer.\n */\nexport function formatMoney(\n  value: number | null | undefined,\n  opts: { currencySymbol?: string } = {}\n): string {\n  if (value === null || value === undefined || Number.isNaN(value)) return '—'\n  const symbol = opts.currencySymbol ?? '$'\n  const abs = Math.abs(value).toLocaleString('en-US', {\n    minimumFractionDigits: 2,\n    maximumFractionDigits: 2,\n  })\n  return value < 0 ? `${symbol}(${abs})` : `${symbol}${abs}`\n}\n\nconst MONTHS = ['Jan', 'Feb', 'Mar', 'Apr', 'May', 'Jun', 'Jul', 'Aug', 'Sep', 'Oct', 'Nov', 'Dec']\n\n/** `2024-03-31` → `Mar 31, 2024`. Falls back to the raw string if unparseable. */\nexport function formatDate(iso: string | null | undefined): string {\n  if (!iso) return ''\n  const m = /^(\\d{4})-(\\d{2})-(\\d{2})/.exec(iso)\n  if (!m) return iso\n  const [, year, month, day] = m\n  const idx = Number(month) - 1\n  return `${MONTHS[idx] ?? month} ${Number(day)}, ${year}`\n}\n\n/** A human description of a period — \"As of …\" for instants, a span for durations. */\nexport function formatPeriod(period: PeriodInfo): string {\n  if (period.type === 'instant') {\n    return `As of ${formatDate(period.instant ?? period.end)}`\n  }\n  return `${formatDate(period.startDate)} – ${formatDate(period.endDate ?? period.end)}`\n}\n","/**\n * Reconstruction: a `NormalizedReport` → renderable `Statement`s.\n *\n * This is the source-agnostic half of the library — the part that is identical\n * for every adapter. It is a TypeScript port of the RoboSystems platform's\n * DataBook converter:\n *\n *  - **presentation walk** — a post-order DFS of the presentation network, so a\n *    total renders *after* its components (cash + receivables … then *Assets,\n *    Current*; the section subtotals last). `order` is the flattened post-order\n *    position; `depth` is the tree depth (drives indentation).\n *  - **subtotal detection** — a concept is a subtotal iff it is a *calculation\n *    parent*. A presentation leaf can still be a subtotal (Gross Profit is a\n *    presentation sibling but a calculation parent), so bolding off the calc\n *    tree marks exactly the right rows.\n *  - **table projection** — collect a block's facts by `factSet`, key by\n *    element, derive period columns from the facts themselves, lay rows out in\n *    presentation order.\n */\nimport { BLOCK_ORDER, BLOCK_TITLES, humanize, qname } from './constants'\nimport { formatDate } from './format'\nimport type {\n  CalcAssociation,\n  ElementInfo,\n  Fact,\n  InformationBlock,\n  NormalizedReport,\n  PeriodInfo,\n  RowCell,\n  Statement,\n  StatementColumn,\n  StatementRow,\n  StructureInfo,\n} from './model'\n\ninterface OrderEntry {\n  order: number\n  depth: number\n}\n\nfunction fallbackElement(id: string): ElementInfo {\n  return {\n    id,\n    qname: qname(id),\n    label: humanize(id),\n    balance: null,\n    periodType: null,\n    abstract: false,\n    monetary: false,\n  }\n}\n\n/**\n * Post-order the presentation arcs of one structure → `{element: {order, depth}}`.\n * Roots (a `from` that is never a `to`) are visited by their subtree's leading\n * arc order, so a balance sheet's roots (Assets, then Liabilities and Equity)\n * come out in the right sequence.\n */\nexport function presentationOrder(\n  model: NormalizedReport,\n  structureId: string\n): Map<string, OrderEntry> {\n  const children = new Map<string, Array<[number, string]>>()\n  const froms = new Set<string>()\n  const tos = new Set<string>()\n\n  for (const assoc of model.presAssociations) {\n    if (assoc.structure !== structureId) continue\n    const kids = children.get(assoc.parent) ?? []\n    kids.push([assoc.order, assoc.child])\n    children.set(assoc.parent, kids)\n    froms.add(assoc.parent)\n    tos.add(assoc.child)\n  }\n  for (const kids of children.values()) {\n    kids.sort((a, b) => a[0] - b[0])\n  }\n\n  const out = new Map<string, OrderEntry>()\n  const seen = new Set<string>()\n  let counter = 0\n\n  const walk = (node: string, depth: number): void => {\n    if (seen.has(node)) return\n    seen.add(node)\n    for (const [, child] of children.get(node) ?? []) {\n      walk(child, depth + 1)\n    }\n    out.set(node, { order: counter, depth })\n    counter += 1\n  }\n\n  const rootKey = (root: string): number => {\n    const kids = children.get(root)\n    return kids && kids.length ? kids[0][0] : 0\n  }\n\n  const roots = [...froms].filter((f) => !tos.has(f)).sort((a, b) => rootKey(a) - rootKey(b))\n  for (const root of roots) walk(root, 0)\n  return out\n}\n\n/** Concepts that are calculation parents — the authoritative subtotal set. */\nexport function calcSubtotals(model: NormalizedReport): Set<string> {\n  const out = new Set<string>()\n  for (const assoc of model.calcAssociations) out.add(assoc.parent)\n  return out\n}\n\nfunction structureForBlock(model: NormalizedReport, blockType: string): StructureInfo | null {\n  return model.structures.find((s) => s.blockType === blockType) ?? null\n}\n\nfunction columnLabel(period: PeriodInfo): string {\n  return formatDate(period.end)\n}\n\n/** Period columns derived from the facts in one block, keyed and sorted by end. */\nfunction deriveColumns(model: NormalizedReport, facts: Fact[]): StatementColumn[] {\n  const byEnd = new Map<string, PeriodInfo>()\n  for (const fact of facts) {\n    const period = model.periods[fact.period]\n    if (!period || !period.end) continue\n    const existing = byEnd.get(period.end)\n    // Prefer a duration as the column representative — it carries the span.\n    if (!existing || (existing.type === 'instant' && period.type === 'duration')) {\n      byEnd.set(period.end, period)\n    }\n  }\n  return [...byEnd.values()]\n    .sort((a, b) => {\n      const aStart = a.startDate ?? a.end\n      const bStart = b.startDate ?? b.end\n      return aStart.localeCompare(bStart) || a.end.localeCompare(b.end)\n    })\n    .map((period) => ({ key: period.end, label: columnLabel(period), period }))\n}\n\nfunction buildStatement(\n  model: NormalizedReport,\n  ib: InformationBlock,\n  subtotals: Set<string>\n): Statement {\n  const structure = structureForBlock(model, ib.blockType)\n  const order = structure ? presentationOrder(model, structure.id) : new Map<string, OrderEntry>()\n\n  const facts = model.facts.filter((f) => f.factSet !== null && f.factSet === ib.factSet)\n  const columns = deriveColumns(model, facts)\n  const colIndex = new Map(columns.map((c, i) => [c.key, i]))\n\n  const cellsByElement = new Map<string, RowCell[]>()\n  for (const fact of facts) {\n    const period = model.periods[fact.period]\n    if (!period) continue\n    const idx = colIndex.get(period.end)\n    if (idx === undefined) continue\n    let cells = cellsByElement.get(fact.element)\n    if (!cells) {\n      cells = columns.map(() => ({ value: null, fact: null }))\n      cellsByElement.set(fact.element, cells)\n    }\n    cells[idx] = { value: fact.value, fact }\n  }\n\n  const rows: StatementRow[] = [...cellsByElement.keys()]\n    .map((id) => {\n      const entry = order.get(id)\n      return {\n        id,\n        order: entry ? entry.order : Number.MAX_SAFE_INTEGER,\n        depth: entry ? entry.depth : 0,\n      }\n    })\n    .sort((a, b) => a.order - b.order || a.id.localeCompare(b.id))\n    .map(({ id, depth }) => ({\n      element: model.elements[id] ?? fallbackElement(id),\n      depth,\n      isSubtotal: subtotals.has(id),\n      cells: cellsByElement.get(id) as RowCell[],\n    }))\n\n  return {\n    ib,\n    blockType: ib.blockType,\n    title: BLOCK_TITLES[ib.blockType] ?? ib.label ?? ib.blockType,\n    structureName: structure?.structureName ?? ib.label ?? null,\n    columns,\n    rows,\n  }\n}\n\n/** Reconstruct every statement in the report, in canonical block order. */\nexport function buildStatements(model: NormalizedReport): Statement[] {\n  const subtotals = calcSubtotals(model)\n  return [...model.informationBlocks]\n    .sort(\n      (a, b) =>\n        (BLOCK_ORDER[a.blockType] ?? 99) - (BLOCK_ORDER[b.blockType] ?? 99) ||\n        a.blockType.localeCompare(b.blockType)\n    )\n    .map((ib) => buildStatement(model, ib, subtotals))\n}\n\n// ── Footing check ────────────────────────────────────────────────────────────\n\nexport interface FootTerm {\n  element: ElementInfo\n  weight: number\n  value: number | null\n}\n\nexport interface FootCheck {\n  element: ElementInfo\n  columnIndex: number\n  terms: FootTerm[]\n  /** Σ child·weight over the present terms, or null if none are present. */\n  expected: number | null\n  /** The subtotal's own reported value in this column. */\n  actual: number | null\n  ok: boolean\n}\n\n/**\n * Foot a subtotal live: sum its calculation children (× weight) and compare to\n * its reported value, e.g. `13,550 + 900 = 14,450 ✓`. Returns `null` when the\n * element is not a calculation parent (nothing to foot).\n */\nexport function footCheck(\n  model: NormalizedReport,\n  statement: Statement,\n  elementId: string,\n  columnIndex: number\n): FootCheck | null {\n  const kids: CalcAssociation[] = model.calcAssociations.filter((a) => a.parent === elementId)\n  if (!kids.length) return null\n\n  const valueOf = (id: string): number | null => {\n    const row = statement.rows.find((r) => r.element.id === id)\n    return row ? (row.cells[columnIndex]?.value ?? null) : null\n  }\n\n  const terms: FootTerm[] = kids\n    .slice()\n    .sort((a, b) => a.order - b.order)\n    .map((a) => ({\n      element: model.elements[a.child] ?? fallbackElement(a.child),\n      weight: a.weight,\n      value: valueOf(a.child),\n    }))\n\n  const present = terms.filter((t) => t.value !== null)\n  const expected = present.length\n    ? present.reduce((sum, t) => sum + (t.value as number) * t.weight, 0)\n    : null\n  const actual = valueOf(elementId)\n  const ok = expected !== null && actual !== null && Math.abs(expected - actual) < 0.005\n\n  return {\n    element: model.elements[elementId] ?? fallbackElement(elementId),\n    columnIndex,\n    terms,\n    expected,\n    actual,\n    ok,\n  }\n}\n","/**\n * Click-a-fact inspection: the selected cell's element / period / unit, plus —\n * when the element is a calculation subtotal — the calculation rule it foots,\n * computed live in the browser (`13,550 + 900 = 14,450 ✓`).\n */\nimport type { CSSProperties, ReactNode } from 'react'\nimport { formatMoney, formatPeriod } from '../format'\nimport type { NormalizedReport, Statement, StatementRow } from '../model'\nimport { footCheck } from '../project'\n\nexport interface FactInspectorProps {\n  report: NormalizedReport\n  statement: Statement\n  row: StatementRow\n  columnIndex: number\n  onClose?: () => void\n  currencySymbol?: string\n}\n\nconst styles: Record<string, CSSProperties> = {\n  panel: {\n    fontFamily: 'var(--rs-font-sans, ui-sans-serif, system-ui, sans-serif)',\n    color: 'var(--rs-text, #111827)',\n    border: '1px solid var(--rs-border, #e5e7eb)',\n    borderRadius: '12px',\n    padding: '1rem 1.25rem',\n    background: 'var(--rs-panel-bg, #ffffff)',\n    boxShadow: '0 1px 3px rgba(0,0,0,0.08)',\n  },\n  header: {\n    display: 'flex',\n    justifyContent: 'space-between',\n    alignItems: 'flex-start',\n    gap: '1rem',\n    marginBottom: '0.75rem',\n  },\n  label: { fontSize: '1rem', fontWeight: 700, margin: 0 },\n  qname: {\n    fontFamily: 'var(--rs-font-mono, ui-monospace, monospace)',\n    fontSize: '0.8rem',\n    color: 'var(--rs-primary-700, #1d4ed8)',\n  },\n  close: {\n    border: 'none',\n    background: 'transparent',\n    fontSize: '1.25rem',\n    lineHeight: 1,\n    cursor: 'pointer',\n    color: 'var(--rs-muted, #6b7280)',\n  },\n  grid: {\n    display: 'grid',\n    gridTemplateColumns: 'auto 1fr',\n    gap: '0.35rem 1rem',\n    fontSize: '0.85rem',\n    margin: '0.5rem 0',\n  },\n  key: { color: 'var(--rs-muted, #6b7280)' },\n  mono: { fontFamily: 'var(--rs-font-mono, ui-monospace, monospace)' },\n  footing: {\n    marginTop: '0.85rem',\n    paddingTop: '0.75rem',\n    borderTop: '1px solid var(--rs-border, #e5e7eb)',\n  },\n  footTitle: {\n    fontSize: '0.75rem',\n    textTransform: 'uppercase',\n    letterSpacing: '0.05em',\n    color: 'var(--rs-muted, #6b7280)',\n    marginBottom: '0.4rem',\n  },\n  equation: {\n    fontFamily: 'var(--rs-font-mono, ui-monospace, monospace)',\n    fontSize: '0.85rem',\n    lineHeight: 1.6,\n  },\n}\n\nfunction Field({ k, children }: { k: string; children: ReactNode }) {\n  return (\n    <>\n      <span style={styles.key}>{k}</span>\n      <span>{children}</span>\n    </>\n  )\n}\n\nexport function FactInspector({\n  report,\n  statement,\n  row,\n  columnIndex,\n  onClose,\n  currencySymbol = '$',\n}: FactInspectorProps) {\n  const { element } = row\n  const cell = row.cells[columnIndex]\n  const column = statement.columns[columnIndex]\n  const unit = cell.fact?.unit ? report.units[cell.fact.unit] : null\n  const foot = footCheck(report, statement, element.id, columnIndex)\n  const sym = currencySymbol\n\n  return (\n    <div style={styles.panel}>\n      <div style={styles.header}>\n        <div>\n          <p style={styles.label}>{element.label}</p>\n          <span style={styles.qname}>{element.qname}</span>\n        </div>\n        {onClose ? (\n          <button style={styles.close} onClick={onClose} aria-label=\"Close\">\n            ×\n          </button>\n        ) : null}\n      </div>\n\n      <div style={styles.grid}>\n        <Field k=\"Value\">\n          <span style={styles.mono}>{formatMoney(cell.value, { currencySymbol: sym })}</span>\n        </Field>\n        <Field k=\"Period\">\n          {formatPeriod(column.period)} <span style={styles.key}>({column.period.type})</span>\n        </Field>\n        <Field k=\"Unit\">{unit ? unit.label : '—'}</Field>\n        {element.balance ? <Field k=\"Balance\">{element.balance}</Field> : null}\n        {cell.fact?.decimals ? <Field k=\"Decimals\">{cell.fact.decimals}</Field> : null}\n      </div>\n\n      {foot ? (\n        <div style={styles.footing}>\n          <div style={styles.footTitle}>Calculation {foot.ok ? '✓ foots' : '⚠ does not foot'}</div>\n          <div style={styles.equation}>\n            {foot.terms.map((term, i) => {\n              const op = i === 0 ? (term.weight < 0 ? '−' : '') : term.weight < 0 ? ' − ' : ' + '\n              return (\n                <span key={term.element.id} title={term.element.qname}>\n                  {op}\n                  {formatMoney(term.value === null ? 0 : Math.abs(term.value), {\n                    currencySymbol: sym,\n                  })}\n                </span>\n              )\n            })}\n            {' = '}\n            <strong>{formatMoney(foot.expected, { currencySymbol: sym })}</strong>{' '}\n            {foot.ok ? (\n              <span style={{ color: 'var(--rs-success, #00875a)' }}>✓</span>\n            ) : (\n              <span style={{ color: 'var(--rs-error, #dc2626)' }}>\n                ✗ (reported {formatMoney(foot.actual, { currencySymbol: sym })})\n              </span>\n            )}\n          </div>\n        </div>\n      ) : null}\n    </div>\n  )\n}\n","/**\n * Renders one reconstructed `Statement` as a financial-statement table.\n *\n * Framework-agnostic plain React — no `next/*`, no CSS framework required. Styled\n * with inline styles that read CSS custom properties (`--rs-*`) so a host app can\n * theme it, with sensible RoboSystems defaults baked in as fallbacks.\n */\nimport type { CSSProperties } from 'react'\nimport { formatMoney, formatPeriod } from '../format'\nimport type { Statement, StatementRow } from '../model'\n\nexport interface StatementTableProps {\n  statement: Statement\n  /** Called when a value cell is clicked — drives fact inspection. */\n  onCellClick?: (row: StatementRow, columnIndex: number) => void\n  /** Currency symbol for values (default `$`). */\n  currencySymbol?: string\n  /** The currently-selected cell, highlighted. */\n  selected?: { elementId: string; columnIndex: number } | null\n}\n\nconst styles: Record<string, CSSProperties> = {\n  wrap: {\n    fontFamily: 'var(--rs-font-sans, ui-sans-serif, system-ui, sans-serif)',\n    color: 'var(--rs-text, #111827)',\n    marginBottom: '2.5rem',\n  },\n  heading: {\n    textAlign: 'center',\n    marginBottom: '1rem',\n  },\n  title: {\n    fontFamily: 'var(--rs-font-heading, var(--rs-font-sans, sans-serif))',\n    fontSize: '1.15rem',\n    fontWeight: 700,\n    letterSpacing: '0.02em',\n    margin: 0,\n  },\n  subtitle: {\n    fontSize: '0.85rem',\n    color: 'var(--rs-muted, #6b7280)',\n    marginTop: '0.25rem',\n  },\n  table: {\n    width: '100%',\n    borderCollapse: 'collapse',\n    fontSize: '0.875rem',\n  },\n  th: {\n    borderBottom: '2px solid var(--rs-border-strong, #9ca3af)',\n    padding: '0.5rem 0.75rem',\n    fontWeight: 600,\n    color: 'var(--rs-muted, #6b7280)',\n    fontSize: '0.8rem',\n  },\n  thConcept: { textAlign: 'left' },\n  thNum: { textAlign: 'right', whiteSpace: 'nowrap' },\n  labelCell: {\n    padding: '0.3rem 0.75rem',\n    whiteSpace: 'normal',\n  },\n  numCell: {\n    padding: '0.3rem 0.75rem',\n    textAlign: 'right',\n    whiteSpace: 'nowrap',\n    fontFamily: 'var(--rs-font-mono, ui-monospace, SFMono-Regular, monospace)',\n    fontVariantNumeric: 'tabular-nums',\n  },\n}\n\nexport function StatementTable({\n  statement,\n  onCellClick,\n  currencySymbol = '$',\n  selected = null,\n}: StatementTableProps) {\n  const { columns, rows } = statement\n  const periodCaption = columns.length === 1 ? formatPeriod(columns[0].period) : null\n\n  return (\n    <section style={styles.wrap}>\n      <header style={styles.heading}>\n        <h3 style={styles.title}>{statement.title}</h3>\n        {statement.structureName ? (\n          <div style={styles.subtitle}>{statement.structureName}</div>\n        ) : null}\n        {periodCaption ? <div style={styles.subtitle}>{periodCaption}</div> : null}\n      </header>\n\n      <table style={styles.table}>\n        <thead>\n          <tr>\n            <th style={{ ...styles.th, ...styles.thConcept }}>Concept</th>\n            {columns.map((col) => (\n              <th key={col.key} style={{ ...styles.th, ...styles.thNum }}>\n                {col.label}\n              </th>\n            ))}\n          </tr>\n        </thead>\n        <tbody>\n          {rows.map((row) => {\n            const isGrandTotal = row.isSubtotal && row.depth === 0\n            const allZeroOrNull = row.cells.every((c) => c.value === null || c.value === 0)\n            const rowStyle: CSSProperties = {\n              backgroundColor: row.isSubtotal ? 'var(--rs-subtotal-bg, #f9fafb)' : undefined,\n            }\n            const labelStyle: CSSProperties = {\n              ...styles.labelCell,\n              paddingLeft: `${row.depth * 20 + 12}px`,\n              fontWeight: row.isSubtotal ? 600 : 400,\n              color: !row.isSubtotal && allZeroOrNull ? 'var(--rs-muted, #9ca3af)' : undefined,\n              borderBottom: isGrandTotal ? '3px double var(--rs-text, #111827)' : undefined,\n            }\n            return (\n              <tr key={row.element.id} style={rowStyle}>\n                <td style={labelStyle} title={row.element.qname}>\n                  {row.element.label}\n                </td>\n                {row.cells.map((cell, i) => {\n                  const isSelected =\n                    selected !== null &&\n                    selected.elementId === row.element.id &&\n                    selected.columnIndex === i\n                  const clickable = onCellClick && cell.fact !== null\n                  const numStyle: CSSProperties = {\n                    ...styles.numCell,\n                    fontWeight: row.isSubtotal ? 600 : 400,\n                    borderBottom: isGrandTotal ? '3px double var(--rs-text, #111827)' : undefined,\n                    cursor: clickable ? 'pointer' : 'default',\n                    backgroundColor: isSelected ? 'var(--rs-selected-bg, #dbeafe)' : undefined,\n                    color:\n                      !row.isSubtotal && (cell.value === null || cell.value === 0)\n                        ? 'var(--rs-muted, #9ca3af)'\n                        : undefined,\n                  }\n                  return (\n                    <td\n                      key={columns[i].key}\n                      style={numStyle}\n                      onClick={clickable ? () => onCellClick?.(row, i) : undefined}\n                    >\n                      {formatMoney(cell.value, { currencySymbol })}\n                    </td>\n                  )\n                })}\n              </tr>\n            )\n          })}\n        </tbody>\n      </table>\n    </section>\n  )\n}\n","/**\n * Top-level renderer: a `NormalizedReport` → the entity header, every statement,\n * and an inline fact inspector wired to cell selection. This is the one\n * component a consuming app typically renders.\n */\nimport type { CSSProperties } from 'react'\nimport { useMemo, useState } from 'react'\nimport type { NormalizedReport, StatementRow } from '../model'\nimport { buildStatements } from '../project'\nimport { FactInspector } from './FactInspector'\nimport { StatementTable } from './StatementTable'\n\nexport interface ReportViewProps {\n  report: NormalizedReport\n  currencySymbol?: string\n  /** Disable the click-to-inspect fact panel (render-only). */\n  inspect?: boolean\n}\n\ninterface Selection {\n  statementIndex: number\n  elementId: string\n  columnIndex: number\n}\n\nconst styles: Record<string, CSSProperties> = {\n  layout: {\n    display: 'grid',\n    gridTemplateColumns: 'minmax(0, 1fr)',\n    gap: '1.5rem',\n    alignItems: 'start',\n  },\n  layoutWithPanel: {\n    gridTemplateColumns: 'minmax(0, 1fr) 340px',\n  },\n  entity: {\n    fontFamily: 'var(--rs-font-heading, var(--rs-font-sans, sans-serif))',\n    textAlign: 'center',\n    marginBottom: '1.5rem',\n  },\n  entityName: {\n    fontSize: '1.5rem',\n    fontWeight: 700,\n    margin: 0,\n    color: 'var(--rs-text, #111827)',\n  },\n  entitySub: { fontSize: '0.85rem', color: 'var(--rs-muted, #6b7280)' },\n  panel: { position: 'sticky', top: '1rem' },\n}\n\nexport function ReportView({ report, currencySymbol = '$', inspect = true }: ReportViewProps) {\n  const statements = useMemo(() => buildStatements(report), [report])\n  const [selection, setSelection] = useState<Selection | null>(null)\n\n  const selected = selection !== null ? statements[selection.statementIndex] : null\n  const selectedRow = selected?.rows.find((r) => r.element.id === selection?.elementId) ?? null\n\n  return (\n    <div>\n      {report.entity ? (\n        <header style={styles.entity}>\n          <h2 style={styles.entityName}>{report.entity.name}</h2>\n          {report.entity.country ? (\n            <div style={styles.entitySub}>{report.entity.country}</div>\n          ) : null}\n        </header>\n      ) : null}\n\n      <div\n        style={{\n          ...styles.layout,\n          ...(inspect && selectedRow ? styles.layoutWithPanel : {}),\n        }}\n      >\n        <div>\n          {statements.map((statement, statementIndex) => (\n            <StatementTable\n              key={statement.ib.id}\n              statement={statement}\n              currencySymbol={currencySymbol}\n              selected={\n                selection && selection.statementIndex === statementIndex\n                  ? {\n                      elementId: selection.elementId,\n                      columnIndex: selection.columnIndex,\n                    }\n                  : null\n              }\n              onCellClick={\n                inspect\n                  ? (row: StatementRow, columnIndex: number) =>\n                      setSelection({\n                        statementIndex,\n                        elementId: row.element.id,\n                        columnIndex,\n                      })\n                  : undefined\n              }\n            />\n          ))}\n        </div>\n\n        {inspect && selected && selectedRow && selection ? (\n          <div style={styles.panel}>\n            <FactInspector\n              report={report}\n              statement={selected}\n              row={selectedRow}\n              columnIndex={selection.columnIndex}\n              currencySymbol={currencySymbol}\n              onClose={() => setSelection(null)}\n            />\n          </div>\n        ) : null}\n      </div>\n    </div>\n  )\n}\n"]}

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@robosystems/report-components",
-  "version": "0.1.0",
+  "version": "0.1.2",
   "description": "Source-agnostic React components for rendering XBRL-grade financial statements",
   "license": "MIT",
   "author": "RFS LLC",
@@ -24,7 +24,7 @@
   ],
   "sideEffects": false,
   "scripts": {
-    "build": "tsc -p tsconfig.build.json",
+    "build": "tsup",
     "format": "prettier . --write",
     "format:check": "prettier . --check",
     "lint": "eslint .",
@@ -51,11 +51,13 @@
     "react-dom": ">=18"
   },
   "dependencies": {
+    "jsonld": "^9.0.0",
     "n3": "^1.26.0"
   },
   "devDependencies": {
     "@eslint/js": "^9.39.2",
     "@testing-library/react": "^16.3.0",
+    "@types/jsonld": "^1.5.15",
     "@types/n3": "^1.26.0",
     "@types/node": "^22.0.0",
     "@types/react": "^19.1.9",
@@ -68,6 +70,7 @@
     "prettier-plugin-organize-imports": "^4.0.0",
     "react": "^19.2.0",
     "react-dom": "^19.2.0",
+    "tsup": "^8.5.1",
     "typescript": "^5.7.2",
     "typescript-eslint": "^8.54.0",
     "vitest": "^4.1.4"

package/dist/adapters/cypher.d.ts

@@ -1,21 +0,0 @@
-/**
- * The cypher / GraphQL adapter — a live graph database (an entity graph **or**
- * the SEC repository) read read-only with an API key. One adapter for both:
- * only the endpoint / `graphId` differ.
- *
- * Phase 2 (Mode B). Stubbed for now so the seam and the `./adapters` export
- * surface are in place; the holon-viewer's SEC mode will drive its build-out.
- */
-import type { ReportAdapter } from './types';
-export interface CypherAdapterConfig {
-    /** GraphQL / cypher endpoint base URL. */
-    endpoint: string;
-    /** User-supplied API key (sent client-side; never app-managed). */
-    apiKey: string;
-    /** Target graph — an entity graph id or the SEC repository id. */
-    graphId: string;
-    /** The report to materialize. */
-    reportId: string;
-}
-export declare function cypherAdapter(config: CypherAdapterConfig): ReportAdapter;
-//# sourceMappingURL=cypher.d.ts.map

package/dist/adapters/cypher.d.ts.map

@@ -1 +0,0 @@
-{"version":3,"file":"cypher.d.ts","sourceRoot":"","sources":["../../src/adapters/cypher.ts"],"names":[],"mappings":"AAAA;;;;;;;GAOG;AACH,OAAO,KAAK,EAAE,aAAa,EAAE,MAAM,SAAS,CAAA;AAE5C,MAAM,WAAW,mBAAmB;IAClC,0CAA0C;IAC1C,QAAQ,EAAE,MAAM,CAAA;IAChB,mEAAmE;IACnE,MAAM,EAAE,MAAM,CAAA;IACd,kEAAkE;IAClE,OAAO,EAAE,MAAM,CAAA;IACf,iCAAiC;IACjC,QAAQ,EAAE,MAAM,CAAA;CACjB;AAED,wBAAgB,aAAa,CAAC,MAAM,EAAE,mBAAmB,GAAG,aAAa,CASxE"}

package/dist/adapters/cypher.js

@@ -1,9 +0,0 @@
-export function cypherAdapter(config) {
-    return {
-        source: `cypher:${config.graphId}/${config.reportId}`,
-        load: async () => {
-            throw new Error('The cypher adapter is not implemented yet (phase 2 / Mode B — live SEC graph).');
-        },
-    };
-}
-//# sourceMappingURL=cypher.js.map

package/dist/adapters/cypher.js.map

@@ -1 +0,0 @@
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package/dist/adapters/index.d.ts.map

@@ -1 +0,0 @@
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package/dist/adapters/trig.d.ts

@@ -1,7 +0,0 @@
-import type { NormalizedReport } from '../model';
-import type { ReportAdapter } from './types';
-/** Parse a `holon.trig` document into the normalized report model. */
-export declare function parseTrig(trig: string): NormalizedReport;
-/** A `ReportAdapter` over an in-memory `holon.trig` document. */
-export declare function trigFileAdapter(trig: string, source?: string): ReportAdapter;
-//# sourceMappingURL=trig.d.ts.map

package/dist/adapters/trig.d.ts.map

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package/dist/adapters/trig.js

@@ -1,183 +0,0 @@
-/**
- * The `holon.trig` file adapter — offline, no backend, no auth.
- *
- * Parses TriG (three named graphs: `#scene`, `#boundary`, `#projection`) with
- * N3.js into a quad store, then traverses the store to emit a `NormalizedReport`.
- * The three graphs are queried as a union (graph = `null`) — exactly the join
- * the DataBook converter does on the flat graph. No SPARQL engine is required;
- * only store traversal.
- */
-import { DataFactory, Parser, Store } from 'n3';
-import { IRI, humanize, qname } from '../constants';
-const { namedNode } = DataFactory;
-function makeReaders(store) {
-    const objects = (s, p) => store.getObjects(namedNode(s), namedNode(p), null);
-    const firstValue = (s, p) => {
-        const os = objects(s, p);
-        return os.length ? os[0].value : null;
-    };
-    const subjectsOfType = (type) => store.getSubjects(namedNode(IRI.type), namedNode(type), null).map((t) => t.value);
-    return { objects, firstValue, subjectsOfType };
-}
-function toNumber(raw) {
-    if (raw === null || raw === '')
-        return null;
-    const n = Number(raw);
-    return Number.isNaN(n) ? null : n;
-}
-/** Parse a `holon.trig` document into the normalized report model. */
-export function parseTrig(trig) {
-    const parser = new Parser({ format: 'application/trig' });
-    const store = new Store(parser.parse(trig));
-    const { objects, firstValue, subjectsOfType } = makeReaders(store);
-    // ── Elements ──
-    const elements = {};
-    for (const id of subjectsOfType(IRI.Element)) {
-        const balance = firstValue(id, IRI.balance);
-        const periodType = firstValue(id, IRI.periodType);
-        elements[id] = {
-            id,
-            qname: qname(id),
-            label: firstValue(id, IRI.prefLabel) ?? humanize(id),
-            balance: balance === 'debit' || balance === 'credit' ? balance : null,
-            periodType: periodType === 'instant' || periodType === 'duration' ? periodType : null,
-            abstract: firstValue(id, IRI.abstract) === 'true',
-            monetary: firstValue(id, IRI.monetary) === 'true',
-        };
-    }
-    // ── Periods ──
-    const periods = {};
-    for (const id of subjectsOfType(IRI.Period)) {
-        const declared = firstValue(id, IRI.periodType);
-        const instant = firstValue(id, IRI.instant);
-        const startDate = firstValue(id, IRI.startDate);
-        const endDate = firstValue(id, IRI.endDate);
-        const type = declared === 'instant'
-            ? 'instant'
-            : declared === 'duration'
-                ? 'duration'
-                : instant
-                    ? 'instant'
-                    : 'duration';
-        const end = (type === 'instant' ? instant : endDate) ?? instant ?? endDate ?? '';
-        periods[id] = { id, type, instant, startDate, endDate, end };
-    }
-    // ── Units ──
-    const units = {};
-    for (const id of subjectsOfType(IRI.Unit)) {
-        const measureTerm = objects(id, IRI.measure)[0];
-        const measure = measureTerm ? qname(measureTerm.value) : 'unknown';
-        units[id] = {
-            id,
-            measure,
-            label: measure.includes(':') ? measure.split(':').pop() : measure,
-        };
-    }
-    // ── Entity ──
-    let entity = null;
-    const entityIds = subjectsOfType(IRI.Entity);
-    if (entityIds.length) {
-        const id = entityIds[0];
-        entity = {
-            id,
-            name: firstValue(id, IRI.prefLabel) ?? firstValue(id, IRI.legalName) ?? 'Entity',
-            legalName: firstValue(id, IRI.legalName),
-            country: firstValue(id, IRI.country),
-        };
-    }
-    // ── Facts ──
-    const facts = [];
-    for (const id of subjectsOfType(IRI.Fact)) {
-        facts.push({
-            id,
-            element: firstValue(id, IRI.element) ?? '',
-            period: firstValue(id, IRI.period) ?? '',
-            unit: firstValue(id, IRI.unit),
-            entity: firstValue(id, IRI.entity),
-            factSet: firstValue(id, IRI.factSet),
-            value: toNumber(firstValue(id, IRI.numericValue)),
-            decimals: firstValue(id, IRI.decimals),
-        });
-    }
-    // ── Information Blocks ──
-    const informationBlocks = [];
-    for (const id of subjectsOfType(IRI.InformationBlock)) {
-        informationBlocks.push({
-            id,
-            blockType: firstValue(id, IRI.blockType) ?? '',
-            factSet: firstValue(id, IRI.factSet),
-            label: firstValue(id, IRI.prefLabel),
-        });
-    }
-    // ── Structures + association → structure membership ──
-    const structures = [];
-    const assocStructure = new Map();
-    for (const id of subjectsOfType(IRI.Structure)) {
-        structures.push({
-            id,
-            blockType: firstValue(id, IRI.blockType) ?? '',
-            roleUri: firstValue(id, IRI.roleUri),
-            structureName: firstValue(id, IRI.structureName),
-        });
-        for (const assoc of objects(id, IRI.hasAssociation)) {
-            assocStructure.set(assoc.value, id);
-        }
-    }
-    // ── Associations ──
-    const calcAssociations = [];
-    const presAssociations = [];
-    for (const id of subjectsOfType(IRI.Association)) {
-        const parent = firstValue(id, IRI.from);
-        const child = firstValue(id, IRI.to);
-        if (!parent || !child)
-            continue;
-        const type = firstValue(id, IRI.associationType);
-        const order = toNumber(firstValue(id, IRI.order)) ?? 0;
-        const role = firstValue(id, IRI.role);
-        const structure = assocStructure.get(id) ?? null;
-        if (type === 'calculation') {
-            calcAssociations.push({
-                parent,
-                child,
-                weight: toNumber(firstValue(id, IRI.weight)) ?? 1,
-                order,
-                role,
-                structure,
-            });
-        }
-        else if (type === 'presentation') {
-            presAssociations.push({ parent, child, order, role, structure });
-        }
-    }
-    // ── Report IRI / id (from the named-graph names) ──
-    let reportIri = null;
-    for (const graph of store.getGraphs(null, null, null)) {
-        const hash = graph.value.indexOf('#');
-        if (hash > 0) {
-            reportIri = graph.value.slice(0, hash);
-            break;
-        }
-    }
-    const reportId = reportIri ? (reportIri.split('/').pop() ?? null) : null;
-    return {
-        reportId,
-        reportIri,
-        entity,
-        informationBlocks,
-        structures,
-        facts,
-        elements,
-        periods,
-        units,
-        calcAssociations,
-        presAssociations,
-    };
-}
-/** A `ReportAdapter` over an in-memory `holon.trig` document. */
-export function trigFileAdapter(trig, source = 'holon.trig') {
-    return {
-        source,
-        load: async () => parseTrig(trig),
-    };
-}
-//# sourceMappingURL=trig.js.map

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package/dist/adapters/types.d.ts

@@ -1,16 +0,0 @@
-/**
- * The adapter seam. An adapter turns one source into a `NormalizedReport`; the
- * projection + components do the rest, identically for every source.
- *
- * The package ships two read-only reference adapters — `trig` (offline file via
- * N3.js) and `cypher` (a live graph database). A consuming app with operational
- * needs (a live ledger it also edits) supplies its own adapter in-app.
- */
-import type { NormalizedReport } from '../model';
-export interface ReportAdapter {
-    /** A short, human-readable description of the source (for the UI). */
-    readonly source: string;
-    /** Produce the normalized report model. */
-    load(): Promise<NormalizedReport>;
-}
-//# sourceMappingURL=types.d.ts.map

package/dist/adapters/types.d.ts.map

@@ -1 +0,0 @@
-{"version":3,"file":"types.d.ts","sourceRoot":"","sources":["../../src/adapters/types.ts"],"names":[],"mappings":"AAAA;;;;;;;GAOG;AACH,OAAO,KAAK,EAAE,gBAAgB,EAAE,MAAM,UAAU,CAAA;AAEhD,MAAM,WAAW,aAAa;IAC5B,sEAAsE;IACtE,QAAQ,CAAC,MAAM,EAAE,MAAM,CAAA;IACvB,2CAA2C;IAC3C,IAAI,IAAI,OAAO,CAAC,gBAAgB,CAAC,CAAA;CAClC"}

package/dist/adapters/types.js

@@ -1,2 +0,0 @@
-export {};
-//# sourceMappingURL=types.js.map

package/dist/adapters/types.js.map

@@ -1 +0,0 @@
-{"version":3,"file":"types.js","sourceRoot":"","sources":["../../src/adapters/types.ts"],"names":[],"mappings":""}

package/dist/components/FactInspector.d.ts

@@ -1,11 +0,0 @@
-import type { NormalizedReport, Statement, StatementRow } from '../model';
-export interface FactInspectorProps {
-    report: NormalizedReport;
-    statement: Statement;
-    row: StatementRow;
-    columnIndex: number;
-    onClose?: () => void;
-    currencySymbol?: string;
-}
-export declare function FactInspector({ report, statement, row, columnIndex, onClose, currencySymbol, }: FactInspectorProps): import("react").JSX.Element;
-//# sourceMappingURL=FactInspector.d.ts.map

package/dist/components/FactInspector.d.ts.map

@@ -1 +0,0 @@
-{"version":3,"file":"FactInspector.d.ts","sourceRoot":"","sources":["../../src/components/FactInspector.tsx"],"names":[],"mappings":"AAOA,OAAO,KAAK,EAAE,gBAAgB,EAAE,SAAS,EAAE,YAAY,EAAE,MAAM,UAAU,CAAA;AAGzE,MAAM,WAAW,kBAAkB;IACjC,MAAM,EAAE,gBAAgB,CAAA;IACxB,SAAS,EAAE,SAAS,CAAA;IACpB,GAAG,EAAE,YAAY,CAAA;IACjB,WAAW,EAAE,MAAM,CAAA;IACnB,OAAO,CAAC,EAAE,MAAM,IAAI,CAAA;IACpB,cAAc,CAAC,EAAE,MAAM,CAAA;CACxB;AAsED,wBAAgB,aAAa,CAAC,EAC5B,MAAM,EACN,SAAS,EACT,GAAG,EACH,WAAW,EACX,OAAO,EACP,cAAoB,GACrB,EAAE,kBAAkB,+BA+DpB"}

package/dist/components/FactInspector.js

@@ -1,79 +0,0 @@
-import { jsx as _jsx, Fragment as _Fragment, jsxs as _jsxs } from "react/jsx-runtime";
-import { formatMoney, formatPeriod } from '../format';
-import { footCheck } from '../project';
-const styles = {
-    panel: {
-        fontFamily: 'var(--rs-font-sans, ui-sans-serif, system-ui, sans-serif)',
-        color: 'var(--rs-text, #111827)',
-        border: '1px solid var(--rs-border, #e5e7eb)',
-        borderRadius: '12px',
-        padding: '1rem 1.25rem',
-        background: 'var(--rs-panel-bg, #ffffff)',
-        boxShadow: '0 1px 3px rgba(0,0,0,0.08)',
-    },
-    header: {
-        display: 'flex',
-        justifyContent: 'space-between',
-        alignItems: 'flex-start',
-        gap: '1rem',
-        marginBottom: '0.75rem',
-    },
-    label: { fontSize: '1rem', fontWeight: 700, margin: 0 },
-    qname: {
-        fontFamily: 'var(--rs-font-mono, ui-monospace, monospace)',
-        fontSize: '0.8rem',
-        color: 'var(--rs-primary-700, #1d4ed8)',
-    },
-    close: {
-        border: 'none',
-        background: 'transparent',
-        fontSize: '1.25rem',
-        lineHeight: 1,
-        cursor: 'pointer',
-        color: 'var(--rs-muted, #6b7280)',
-    },
-    grid: {
-        display: 'grid',
-        gridTemplateColumns: 'auto 1fr',
-        gap: '0.35rem 1rem',
-        fontSize: '0.85rem',
-        margin: '0.5rem 0',
-    },
-    key: { color: 'var(--rs-muted, #6b7280)' },
-    mono: { fontFamily: 'var(--rs-font-mono, ui-monospace, monospace)' },
-    footing: {
-        marginTop: '0.85rem',
-        paddingTop: '0.75rem',
-        borderTop: '1px solid var(--rs-border, #e5e7eb)',
-    },
-    footTitle: {
-        fontSize: '0.75rem',
-        textTransform: 'uppercase',
-        letterSpacing: '0.05em',
-        color: 'var(--rs-muted, #6b7280)',
-        marginBottom: '0.4rem',
-    },
-    equation: {
-        fontFamily: 'var(--rs-font-mono, ui-monospace, monospace)',
-        fontSize: '0.85rem',
-        lineHeight: 1.6,
-    },
-};
-function Field({ k, children }) {
-    return (_jsxs(_Fragment, { children: [_jsx("span", { style: styles.key, children: k }), _jsx("span", { children: children })] }));
-}
-export function FactInspector({ report, statement, row, columnIndex, onClose, currencySymbol = '$', }) {
-    const { element } = row;
-    const cell = row.cells[columnIndex];
-    const column = statement.columns[columnIndex];
-    const unit = cell.fact?.unit ? report.units[cell.fact.unit] : null;
-    const foot = footCheck(report, statement, element.id, columnIndex);
-    const sym = currencySymbol;
-    return (_jsxs("div", { style: styles.panel, children: [_jsxs("div", { style: styles.header, children: [_jsxs("div", { children: [_jsx("p", { style: styles.label, children: element.label }), _jsx("span", { style: styles.qname, children: element.qname })] }), onClose ? (_jsx("button", { style: styles.close, onClick: onClose, "aria-label": "Close", children: "\u00D7" })) : null] }), _jsxs("div", { style: styles.grid, children: [_jsx(Field, { k: "Value", children: _jsx("span", { style: styles.mono, children: formatMoney(cell.value, { currencySymbol: sym }) }) }), _jsxs(Field, { k: "Period", children: [formatPeriod(column.period), " ", _jsxs("span", { style: styles.key, children: ["(", column.period.type, ")"] })] }), _jsx(Field, { k: "Unit", children: unit ? unit.label : '—' }), element.balance ? _jsx(Field, { k: "Balance", children: element.balance }) : null, cell.fact?.decimals ? _jsx(Field, { k: "Decimals", children: cell.fact.decimals }) : null] }), foot ? (_jsxs("div", { style: styles.footing, children: [_jsxs("div", { style: styles.footTitle, children: ["Calculation ", foot.ok ? '✓ foots' : '⚠ does not foot'] }), _jsxs("div", { style: styles.equation, children: [foot.terms.map((term, i) => {
-                                const op = i === 0 ? (term.weight < 0 ? '−' : '') : term.weight < 0 ? ' − ' : ' + ';
-                                return (_jsxs("span", { title: term.element.qname, children: [op, formatMoney(term.value === null ? 0 : Math.abs(term.value), {
-                                            currencySymbol: sym,
-                                        })] }, term.element.id));
-                            }), ' = ', _jsx("strong", { children: formatMoney(foot.expected, { currencySymbol: sym }) }), ' ', foot.ok ? (_jsx("span", { style: { color: 'var(--rs-success, #00875a)' }, children: "\u2713" })) : (_jsxs("span", { style: { color: 'var(--rs-error, #dc2626)' }, children: ["\u2717 (reported ", formatMoney(foot.actual, { currencySymbol: sym }), ")"] }))] })] })) : null] }));
-}
-//# sourceMappingURL=FactInspector.js.map

package/dist/components/FactInspector.js.map

@@ -1 +0,0 @@
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package/dist/components/ReportView.d.ts

@@ -1,9 +0,0 @@
-import type { NormalizedReport } from '../model';
-export interface ReportViewProps {
-    report: NormalizedReport;
-    currencySymbol?: string;
-    /** Disable the click-to-inspect fact panel (render-only). */
-    inspect?: boolean;
-}
-export declare function ReportView({ report, currencySymbol, inspect }: ReportViewProps): import("react").JSX.Element;
-//# sourceMappingURL=ReportView.d.ts.map

package/dist/components/ReportView.d.ts.map

@@ -1 +0,0 @@
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package/dist/components/ReportView.js

@@ -1,51 +0,0 @@
-import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
-import { useMemo, useState } from 'react';
-import { buildStatements } from '../project';
-import { FactInspector } from './FactInspector';
-import { StatementTable } from './StatementTable';
-const styles = {
-    layout: {
-        display: 'grid',
-        gridTemplateColumns: 'minmax(0, 1fr)',
-        gap: '1.5rem',
-        alignItems: 'start',
-    },
-    layoutWithPanel: {
-        gridTemplateColumns: 'minmax(0, 1fr) 340px',
-    },
-    entity: {
-        fontFamily: 'var(--rs-font-heading, var(--rs-font-sans, sans-serif))',
-        textAlign: 'center',
-        marginBottom: '1.5rem',
-    },
-    entityName: {
-        fontSize: '1.5rem',
-        fontWeight: 700,
-        margin: 0,
-        color: 'var(--rs-text, #111827)',
-    },
-    entitySub: { fontSize: '0.85rem', color: 'var(--rs-muted, #6b7280)' },
-    panel: { position: 'sticky', top: '1rem' },
-};
-export function ReportView({ report, currencySymbol = '$', inspect = true }) {
-    const statements = useMemo(() => buildStatements(report), [report]);
-    const [selection, setSelection] = useState(null);
-    const selected = selection !== null ? statements[selection.statementIndex] : null;
-    const selectedRow = selected?.rows.find((r) => r.element.id === selection?.elementId) ?? null;
-    return (_jsxs("div", { children: [report.entity ? (_jsxs("header", { style: styles.entity, children: [_jsx("h2", { style: styles.entityName, children: report.entity.name }), report.entity.country ? (_jsx("div", { style: styles.entitySub, children: report.entity.country })) : null] })) : null, _jsxs("div", { style: {
-                    ...styles.layout,
-                    ...(inspect && selectedRow ? styles.layoutWithPanel : {}),
-                }, children: [_jsx("div", { children: statements.map((statement, statementIndex) => (_jsx(StatementTable, { statement: statement, currencySymbol: currencySymbol, selected: selection && selection.statementIndex === statementIndex
-                                ? {
-                                    elementId: selection.elementId,
-                                    columnIndex: selection.columnIndex,
-                                }
-                                : null, onCellClick: inspect
-                                ? (row, columnIndex) => setSelection({
-                                    statementIndex,
-                                    elementId: row.element.id,
-                                    columnIndex,
-                                })
-                                : undefined }, statement.ib.id))) }), inspect && selected && selectedRow && selection ? (_jsx("div", { style: styles.panel, children: _jsx(FactInspector, { report: report, statement: selected, row: selectedRow, columnIndex: selection.columnIndex, currencySymbol: currencySymbol, onClose: () => setSelection(null) }) })) : null] })] }));
-}
-//# sourceMappingURL=ReportView.js.map

package/dist/components/ReportView.js.map

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