Enhance documentation and attributes for reporting-related models

robosystems_client/graphql/queries/ledger/__init__.py

@@ -615,6 +615,10 @@ def parse_mapping_coverage(data: dict[str, Any]) -> dict[str, Any] | None:
       id elementId value periodStart periodEnd
       periodType unit factScope factSetId
     }
+    verificationSummary {
+      total passed failed errored skipped
+      byCategory { category total passed failed errored skipped }
+    }
   }
 }
 """.strip()
@@ -654,6 +658,10 @@ def parse_information_block(data: dict[str, Any]) -> dict[str, Any] | None:
       id elementId value periodStart periodEnd
       periodType unit factScope factSetId
     }
+    verificationSummary {
+      total passed failed errored skipped
+      byCategory { category total passed failed errored skipped }
+    }
   }
 }
 """.strip()

robosystems_client/models/__init__.py

@@ -669,7 +669,9 @@
 from .validation_error import ValidationError
 from .validation_error_context import ValidationErrorContext
 from .validation_lite import ValidationLite
+from .verification_category_summary import VerificationCategorySummary
 from .verification_result_lite import VerificationResultLite
+from .verification_summary import VerificationSummary
 from .view_axis_config import ViewAxisConfig
 from .view_axis_config_element_labels_type_0 import ViewAxisConfigElementLabelsType0
 from .view_axis_config_member_labels_type_0 import ViewAxisConfigMemberLabelsType0
@@ -1166,7 +1168,9 @@
   "ValidationError",
   "ValidationErrorContext",
   "ValidationLite",
+  "VerificationCategorySummary",
   "VerificationResultLite",
+  "VerificationSummary",
   "ViewAxisConfig",
   "ViewAxisConfigElementLabelsType0",
   "ViewAxisConfigMemberLabelsType0",

robosystems_client/models/attribution_filter.py

@@ -33,17 +33,20 @@ class AttributionFilter:
       Attributes:
           target_qname (str): QName of the flow concept this filter produces facts for — e.g. ``rs-
               gaap:ProceedsFromIssuanceOfCommonStock``. Resolved to ``target_element_id`` at create time.
-          predicate (LineItemMetadataPredicate): Filter ledger LineItems whose ``metadata_[field]`` is in ``values``.
-
-              The single predicate kind shipped in Phase 2 MVP. Sufficient for any
-              source taxonomy that stamps a flow-tag column on each transaction
-              line — mini's ``TransactionDescriptionCode``, future XBRL GL
-              ``GenericFlowCategory`` columns, custom tenant tags.
-
-              ``field`` is the JSONB key under ``line_items.metadata`` (e.g.
-              ``"transaction_description_code"``). ``values`` is the set of values
-              that route to the filter's target concept; matched LineItems aggregate
-              signed into the attributed fact for the period.
+          predicate (LineItemMetadataPredicate): Filter ledger LineItems by flow concept.
+
+              The single predicate kind shipped to date. ``values`` are flow-concept
+              qnames — mini's ``TransactionDescriptionCode`` values, rs-gaap flow
+              concepts (what the enrichment classifier emits for QuickBooks data),
+              future XBRL GL ``GenericFlowCategory`` codes. The engine resolves them
+              to element_ids and matches the first-class ``LineItem.flow_element_id``
+              FK; matched lines aggregate signed into the attributed fact for the
+              period.
+
+              ``field`` is **legacy and ignored** — the flow tag used to live in
+              ``line_items.metadata[field]`` but has been promoted to the typed
+              ``flow_element_id`` FK. Retained for wire-compatibility; the engine no
+              longer reads it.
           target_element_id (None | str | Unset): Resolved element id for ``target_qname``. Null at create time; populated
               by the handler before persistence. Round-tripped in the envelope.
   """

robosystems_client/models/classification_lite.py

@@ -34,8 +34,8 @@ class ClassificationLite:
               pair. Non-primary rows capture alternates / AI suggestions alongside the chosen primary. Default: True.
           confidence (float | None | Unset): AI/adapter-supplied confidence (0.0-1.0). Null for deterministic library-
               seeded rows.
-          source (None | str | Unset): Provenance — 'arcrole_analysis', 'disclosure_mechanics', 'us-gaap-metamodel',
-              adapter name, etc.
+          source (None | str | Unset): Provenance — 'arcrole_analysis', 'disclosure_mechanics', 'fac-traits', adapter
+              name, etc.
   """
 
   id: str

robosystems_client/models/information_block_envelope.py

@@ -20,6 +20,7 @@
   from ..models.information_model_response import InformationModelResponse
   from ..models.rule_lite import RuleLite
   from ..models.verification_result_lite import VerificationResultLite
+  from ..models.verification_summary import VerificationSummary
   from ..models.view_projections import ViewProjections
 
 
@@ -62,6 +63,9 @@ class InformationBlockEnvelope:
               underlying block has no FactSet row yet — typically library-seeded statement Structures with no tenant-generated
               facts, or Schedule rows written before the create-side FactSet stamping was added.
           verification_results (list[VerificationResultLite] | Unset):
+          verification_summary (None | Unset | VerificationSummary): Server-computed aggregate over
+              ``verification_results`` — overall pass/fail/error/skip counts plus a per-rule_category breakdown for the
+              grouped Verification Results panel. Null when the block has no verification results.
           view (ViewProjections | Unset): Charlie's six ``type-of View`` arms, surfaced at the envelope boundary.
 
               Each projection is computed server-side at envelope-build time when
@@ -95,11 +99,13 @@ class InformationBlockEnvelope:
   dimensions: list[InformationBlockEnvelopeDimensionsItem] | Unset = UNSET
   fact_set: FactSetLite | None | Unset = UNSET
   verification_results: list[VerificationResultLite] | Unset = UNSET
+  verification_summary: None | Unset | VerificationSummary = UNSET
   view: ViewProjections | Unset = UNSET
   additional_properties: dict[str, Any] = _attrs_field(init=False, factory=dict)
 
   def to_dict(self) -> dict[str, Any]:
     from ..models.fact_set_lite import FactSetLite
+    from ..models.verification_summary import VerificationSummary
 
     id = self.id
 
@@ -183,6 +189,14 @@ def to_dict(self) -> dict[str, Any]:
         verification_results_item = verification_results_item_data.to_dict()
         verification_results.append(verification_results_item)
 
+    verification_summary: dict[str, Any] | None | Unset
+    if isinstance(self.verification_summary, Unset):
+      verification_summary = UNSET
+    elif isinstance(self.verification_summary, VerificationSummary):
+      verification_summary = self.verification_summary.to_dict()
+    else:
+      verification_summary = self.verification_summary
+
     view: dict[str, Any] | Unset = UNSET
     if not isinstance(self.view, Unset):
       view = self.view.to_dict()
@@ -220,6 +234,8 @@ def to_dict(self) -> dict[str, Any]:
       field_dict["fact_set"] = fact_set
     if verification_results is not UNSET:
       field_dict["verification_results"] = verification_results
+    if verification_summary is not UNSET:
+      field_dict["verification_summary"] = verification_summary
     if view is not UNSET:
       field_dict["view"] = view
 
@@ -238,6 +254,7 @@ def from_dict(cls: type[T], src_dict: Mapping[str, Any]) -> T:
     from ..models.information_model_response import InformationModelResponse
     from ..models.rule_lite import RuleLite
     from ..models.verification_result_lite import VerificationResultLite
+    from ..models.verification_summary import VerificationSummary
     from ..models.view_projections import ViewProjections
 
     d = dict(src_dict)
@@ -357,6 +374,25 @@ def _parse_fact_set(data: object) -> FactSetLite | None | Unset:
 
         verification_results.append(verification_results_item)
 
+    def _parse_verification_summary(data: object) -> None | Unset | VerificationSummary:
+      if data is None:
+        return data
+      if isinstance(data, Unset):
+        return data
+      try:
+        if not isinstance(data, dict):
+          raise TypeError()
+        verification_summary_type_0 = VerificationSummary.from_dict(data)
+
+        return verification_summary_type_0
+      except (TypeError, ValueError, AttributeError, KeyError):
+        pass
+      return cast(None | Unset | VerificationSummary, data)
+
+    verification_summary = _parse_verification_summary(
+      d.pop("verification_summary", UNSET)
+    )
+
     _view = d.pop("view", UNSET)
     view: ViewProjections | Unset
     if isinstance(_view, Unset):
@@ -382,6 +418,7 @@ def _parse_fact_set(data: object) -> FactSetLite | None | Unset:
       dimensions=dimensions,
       fact_set=fact_set,
       verification_results=verification_results,
+      verification_summary=verification_summary,
       view=view,
     )
 

robosystems_client/models/initial_entity_data.py

@@ -30,6 +30,13 @@ class InitialEntityData:
           state_of_incorporation (None | str | Unset): State of incorporation
           fiscal_year_end (None | str | Unset): Fiscal year end (MMDD)
           ein (None | str | Unset): Employer Identification Number
+          entity_type (None | str | Unset): Entity legal form (e.g. 'corporation', 'llc' / 'limited_liability_company',
+              'partnership', 'sole_proprietorship', 'non_profit'). Drives the graph's default Reporting Style at creation —
+              partnership and llc get dedicated equity-form Styles; everything else defaults to corporate. Blank falls back to
+              corporate.
+          reporting_style_id (None | str | Unset): Optional explicit Reporting Style Structure id to pin on the graph,
+              overriding the entity_type-derived default. Leave blank to derive from entity_type. Change later via the change-
+              reporting-style operation.
   """
 
   name: str
@@ -42,6 +49,8 @@ class InitialEntityData:
   state_of_incorporation: None | str | Unset = UNSET
   fiscal_year_end: None | str | Unset = UNSET
   ein: None | str | Unset = UNSET
+  entity_type: None | str | Unset = UNSET
+  reporting_style_id: None | str | Unset = UNSET
   additional_properties: dict[str, Any] = _attrs_field(init=False, factory=dict)
 
   def to_dict(self) -> dict[str, Any]:
@@ -97,6 +106,18 @@ def to_dict(self) -> dict[str, Any]:
     else:
       ein = self.ein
 
+    entity_type: None | str | Unset
+    if isinstance(self.entity_type, Unset):
+      entity_type = UNSET
+    else:
+      entity_type = self.entity_type
+
+    reporting_style_id: None | str | Unset
+    if isinstance(self.reporting_style_id, Unset):
+      reporting_style_id = UNSET
+    else:
+      reporting_style_id = self.reporting_style_id
+
     field_dict: dict[str, Any] = {}
     field_dict.update(self.additional_properties)
     field_dict.update(
@@ -121,6 +142,10 @@ def to_dict(self) -> dict[str, Any]:
       field_dict["fiscal_year_end"] = fiscal_year_end
     if ein is not UNSET:
       field_dict["ein"] = ein
+    if entity_type is not UNSET:
+      field_dict["entity_type"] = entity_type
+    if reporting_style_id is not UNSET:
+      field_dict["reporting_style_id"] = reporting_style_id
 
     return field_dict
 
@@ -205,6 +230,24 @@ def _parse_ein(data: object) -> None | str | Unset:
 
     ein = _parse_ein(d.pop("ein", UNSET))
 
+    def _parse_entity_type(data: object) -> None | str | Unset:
+      if data is None:
+        return data
+      if isinstance(data, Unset):
+        return data
+      return cast(None | str | Unset, data)
+
+    entity_type = _parse_entity_type(d.pop("entity_type", UNSET))
+
+    def _parse_reporting_style_id(data: object) -> None | str | Unset:
+      if data is None:
+        return data
+      if isinstance(data, Unset):
+        return data
+      return cast(None | str | Unset, data)
+
+    reporting_style_id = _parse_reporting_style_id(d.pop("reporting_style_id", UNSET))
+
     initial_entity_data = cls(
       name=name,
       uri=uri,
@@ -216,6 +259,8 @@ def _parse_ein(data: object) -> None | str | Unset:
       state_of_incorporation=state_of_incorporation,
       fiscal_year_end=fiscal_year_end,
       ein=ein,
+      entity_type=entity_type,
+      reporting_style_id=reporting_style_id,
     )
 
     initial_entity_data.additional_properties = d

robosystems_client/models/line_item_metadata_predicate.py

@@ -13,57 +13,60 @@
 
 @_attrs_define
 class LineItemMetadataPredicate:
-  """Filter ledger LineItems whose ``metadata_[field]`` is in ``values``.
+  """Filter ledger LineItems by flow concept.
 
-  The single predicate kind shipped in Phase 2 MVP. Sufficient for any
-  source taxonomy that stamps a flow-tag column on each transaction
-  line — mini's ``TransactionDescriptionCode``, future XBRL GL
-  ``GenericFlowCategory`` columns, custom tenant tags.
+  The single predicate kind shipped to date. ``values`` are flow-concept
+  qnames — mini's ``TransactionDescriptionCode`` values, rs-gaap flow
+  concepts (what the enrichment classifier emits for QuickBooks data),
+  future XBRL GL ``GenericFlowCategory`` codes. The engine resolves them
+  to element_ids and matches the first-class ``LineItem.flow_element_id``
+  FK; matched lines aggregate signed into the attributed fact for the
+  period.
 
-  ``field`` is the JSONB key under ``line_items.metadata`` (e.g.
-  ``"transaction_description_code"``). ``values`` is the set of values
-  that route to the filter's target concept; matched LineItems aggregate
-  signed into the attributed fact for the period.
+  ``field`` is **legacy and ignored** — the flow tag used to live in
+  ``line_items.metadata[field]`` but has been promoted to the typed
+  ``flow_element_id`` FK. Retained for wire-compatibility; the engine no
+  longer reads it.
 
       Attributes:
-          field (str): JSONB key under ``line_items.metadata`` to match against — e.g. ``transaction_description_code``.
-              The renderer performs an exact-string comparison on the JSONB-extracted text value.
-          values (list[str]): Metadata values that route to this filter's target concept. A LineItem matches when
-              ``metadata[field] ∈ values`` AND the line falls within the rollforward's period.
+          values (list[str]): Flow-concept qnames that route to this filter's target concept. A LineItem matches when its
+              ``flow_element_id`` is one of the elements named here AND the line falls within the rollforward's period.
           kind (Literal['line_item_metadata_field'] | Unset): Discriminator value selecting this predicate shape. Default:
               'line_item_metadata_field'.
+          field (str | Unset): Legacy/ignored. The flow tag now lives in the typed ``flow_element_id`` FK, not JSONB
+              metadata; the engine no longer reads this. Retained for wire-compatibility. Default:
+              'transaction_description_code'.
   """
 
-  field: str
   values: list[str]
   kind: Literal["line_item_metadata_field"] | Unset = "line_item_metadata_field"
+  field: str | Unset = "transaction_description_code"
   additional_properties: dict[str, Any] = _attrs_field(init=False, factory=dict)
 
   def to_dict(self) -> dict[str, Any]:
-    field = self.field
-
     values = self.values
 
     kind = self.kind
 
+    field = self.field
+
     field_dict: dict[str, Any] = {}
     field_dict.update(self.additional_properties)
     field_dict.update(
       {
-        "field": field,
         "values": values,
       }
     )
     if kind is not UNSET:
       field_dict["kind"] = kind
+    if field is not UNSET:
+      field_dict["field"] = field
 
     return field_dict
 
   @classmethod
   def from_dict(cls: type[T], src_dict: Mapping[str, Any]) -> T:
     d = dict(src_dict)
-    field = d.pop("field")
-
     values = cast(list[str], d.pop("values"))
 
     kind = cast(Literal["line_item_metadata_field"] | Unset, d.pop("kind", UNSET))
@@ -72,10 +75,12 @@ def from_dict(cls: type[T], src_dict: Mapping[str, Any]) -> T:
         f"kind must match const 'line_item_metadata_field', got '{kind}'"
       )
 
+    field = d.pop("field", UNSET)
+
     line_item_metadata_predicate = cls(
-      field=field,
       values=values,
       kind=kind,
+      field=field,
     )
 
     line_item_metadata_predicate.additional_properties = d