Skip to content

fix(library): surface tenant-authored reporting extensions in the taxonomy picker#220

Merged
jfrench9 merged 1 commit into
mainfrom
bugfix/library-extension-taxonomies
Jul 22, 2026
Merged

fix(library): surface tenant-authored reporting extensions in the taxonomy picker#220
jfrench9 merged 1 commit into
mainfrom
bugfix/library-extension-taxonomies

Conversation

@jfrench9

Copy link
Copy Markdown
Member

Problem

Tenant-authored reporting-extension taxonomies (e.g. Driftline's disclosure members and policy text blocks, authored via the TaxonomyBlock envelope) were invisible in the Taxonomy Library — the picker only admitted reporting_standard and chart_of_accounts types. Their elements instead leaked onto the Chart of Accounts page (fixed server-side in robosystems#909), implying they were CoA accounts.

Fix

Admit reporting_extension taxonomies to the library picker when isShared === false (tenant-authored). Library-seeded extension packages (rs-gaap-disclosures, rs-metric, rs-gaap-reporting-styles) remain hidden — they're framework plumbing, not tenant content. Extension taxonomies label by name (e.g. "Driftline Reporting Extension (4)") since they carry no standard.

Also updates the page subtitle to name reporting extensions as tenant-managed content.

Notes

  • Data was already available: the backend returns tenant taxonomies on tenant graphs and the client query already selects taxonomyType + isShared — this is purely a picker-filter change
  • Hierarchy view degrades gracefully for extensions (no standard → existing "no arc taxonomy" message)

Companion backend PR: RoboFinSystems/robosystems#909

@jfrench9
jfrench9 merged commit 802273a into main Jul 22, 2026
3 checks passed
@jfrench9
jfrench9 deleted the bugfix/library-extension-taxonomies branch July 22, 2026 19:06
Sign up for free to join this conversation on GitHub. Already have an account? Sign in to comment

Labels

None yet

Projects

None yet

Development

Successfully merging this pull request may close these issues.

1 participant