chore(deps): xbrlkit 0.18.1; the Tavi carries style and fact sets

README.md

@@ -203,7 +203,7 @@ Because tenancy is enforced at the graph rather than in application predicates,
 
 ### Identity & Access
 
-Programmatic access uses `X-API-Key`; the browser apps use short-lived JWTs. How a person *logs in* is a deployment decision — password, WebAuthn passkey, or an enterprise identity provider — published at `GET /v1/auth/providers`, so one frontend build renders whichever posture the backend is configured for.
+Programmatic access uses `X-API-Key`; the browser apps use short-lived JWTs. How a person _logs in_ is a deployment decision — password, WebAuthn passkey, or an enterprise identity provider — published at `GET /v1/auth/providers`, so one frontend build renders whichever posture the backend is configured for.
 
 Enterprise SSO (OIDC) and SCIM 2.0 provisioning ship in the repository, off by default — available to any fork without a license gate. Provisioning is link-only: SCIM creates accounts and OIDC only resolves already-provisioned ones, so the identity provider owns the account lifecycle in both directions.
 
@@ -341,7 +341,7 @@ pip install robosystems-client
 
 ## Documentation
 
-### Documentation
+### Technical Documentation
 
 **Getting Started & Platform:**
 
@@ -367,7 +367,7 @@ pip install robosystems-client
 
 - [RoboLedger Demo Walkthrough](https://robosystems.ai/docs/technical/roboledger-demo-walkthrough) · [SEC XBRL Pipeline](https://robosystems.ai/docs/technical/sec-xbrl-pipeline) · [Custom Graph Schema](https://robosystems.ai/docs/technical/custom-graph-schema)
 
-### Developer Documentation (Codebase)
+### Codebase Documentation
 
 Each package documents itself — read the README for a directory before working in it.
 

pyproject.toml

@@ -68,7 +68,7 @@ dependencies = [
     "pandas>=2.3.0,<3.0",
     "pyarrow>=24.0.0,<25",  # hold: 25 is a fresh major feeding the duckdb/ladybug arrow seams; bump deliberately, paired with icebug 13
     "rdflib>=7.0.0,<8.0",
-    "xbrlkit>=0.18.0,<0.19.0",
+    "xbrlkit>=0.18.1,<0.19.0",
     # External API Integrations
     "intuit-oauth>=1.2.0,<2.0",
     "python-quickbooks>=0.9.0,<1.0",

robosystems/models/api/extensions/reports.py

@@ -569,12 +569,11 @@ class ReportBundleDownloadResponse(BaseModel):
       "`disclosure_notes`: the XBRL 2.1 zip ships statements only — "
       "tenant-authored disclosure notes render on screen and ride the "
       "Tavi and holon flavors, but are excluded from this file. "
-      "The Tavi compiled model carries the statements and notes but has no "
-      "home for `ib_envelopes` (the per-Network Information Block "
-      "payloads), `definition_links` (equivalence, general-special, "
-      "essence-alias and mapping arcs), `reporting_style`, "
-      "`framework_pins`, `fact_sets` (the FactSet partition and each "
-      "fact's structure pin) or `filing_lifecycle` (filing status, "
+      "The Tavi compiled model carries the statements, notes, reporting "
+      "style and FactSet partition but has no home for `ib_envelopes` "
+      "(the per-Network Information Block payloads), `definition_links` "
+      "(equivalence, general-special, essence-alias and mapping arcs), "
+      "`framework_pins` or `filing_lifecycle` (filing status, "
       "supersession, share provenance); all of it rides the holon flavor."
     ),
   )

robosystems/operations/serialization/xbrl/tavi.py

@@ -20,13 +20,12 @@
 
 TAVI_MEDIA_TYPE = "application/json"
 
-# The holon keeps all of it.
+# The holon keeps all of it. The reporting style and the fact-set partition
+# ride the Tavi as `rs:` properties since xbrlkit 0.18.1.
 TAVI_OMITTED_CONTENT: tuple[str, ...] = (
   "ib_envelopes",
   "definition_links",
-  "reporting_style",
   "framework_pins",
-  "fact_sets",
   "filing_lifecycle",
 )
 

tests/operations/serialization/test_tavi_emitter.py

@@ -61,7 +61,13 @@ def test_envelope_is_a_compiled_model_scoped_on_the_report() -> None:
 @pytest.mark.unit
 def test_entity_is_named_under_its_scheme_and_labelled() -> None:
   document = _document()
-  assert document["xbrlModel"]["entities"] == [{"name": "entity:ent_01"}]
+  # The legal name differs from the name, so it rides as a property.
+  assert document["xbrlModel"]["entities"] == [
+    {
+      "name": "entity:ent_01",
+      "properties": [{"property": "rs:legalName", "value": "Test Co LLC"}],
+    }
+  ]
   assert _labels_of(document, "entity:ent_01") == {"xbrl:label": "Test Co"}
   assert _fact(document, "rs-gaap:Assets")["factDimensions"]["xbrl:entity"] == (
     "entity:ent_01"
@@ -160,6 +166,32 @@ def test_serialization_is_compact_deterministic_and_dispatched() -> None:
   assert json.loads(first)["documentInfo"]["documentType"] == DOCTYPE_COMPILED
 
 
+@pytest.mark.unit
+def test_the_reporting_style_and_fact_set_partition_ride_as_rs_properties() -> None:
+  """What `omitted_content` no longer names has to be in the file."""
+  bundle = _bundle()
+  document = json.loads(serialize_to_tavi(bundle))
+  model = document["xbrlModel"]
+  assert document["documentInfo"]["namespaces"]["rs"] == "https://robosystems.ai/vocab/"
+  assert {"property": "rs:reportingStyle", "value": bundle.reporting_style} in model[
+    "properties"
+  ]
+  network_properties = {
+    p["property"]: p["value"]
+    for n in model["networks"]
+    for p in n.get("properties", [])
+  }
+  assert network_properties["rs:structureId"] in {"struct_bs", "struct_note1"}
+  assert "rs:blockType" in network_properties
+  pins = [
+    p["value"]
+    for f in model["facts"]
+    for p in f.get("properties", [])
+    if p["property"] == "rs:structureId"
+  ]
+  assert len(pins) == sum(1 for f in bundle.facts if f.structure_id)
+
+
 @pytest.mark.unit
 def test_description_and_omitted_content_name_what_the_file_lacks() -> None:
   assert tavi_description(
@@ -169,3 +201,6 @@ def test_description_and_omitted_content_name_what_the_file_lacks() -> None:
   ).startswith("RoboLedger live snapshot (Test Co)")
   assert "ib_envelopes" in TAVI_OMITTED_CONTENT
   assert "definition_links" in TAVI_OMITTED_CONTENT
+  # Carried as `rs:` properties since xbrlkit 0.18.1.
+  assert "reporting_style" not in TAVI_OMITTED_CONTENT
+  assert "fact_sets" not in TAVI_OMITTED_CONTENT