generated: '2026-07-19'
method: derived
source: >-
  Derived from the Filed GraphQL type definitions published across
  docs.apps.filed.com/apis/* (introduction, clients, tasks, planning, tax-prep,
  binder, document-messages, leadsheets, workpapers, me).
description: >-
  Entity-relationship graph for the Filed GraphQL API, derived from documented
  types and the id-reference fields that link them. The root of every
  workspace-scoped read is `me`, resolved as a WorkspaceUser whose `workspace`
  field is the graph entry point.
id_format: UUIDv7 opaque string (ID scalar)
root: me (union User | WorkspaceUser)
entities:
  - name: User
    key: id
    note: Account-wide identity; returned from `me` with a userToken.
  - name: WorkspaceUser
    key: id
    note: Membership linking a User to a Workspace (role, createdAt); returned from `me` with a workspaceToken.
  - name: Workspace
    key: id
    note: Tenant boundary for a tax firm; owns clients, tasks, and members.
  - name: Client
    key: id
    fields: [name, externalId, status, returnType, taxYear, createdAt, assignees]
    note: A taxpayer/return under a workspace; has a binder and tasks.
  - name: Binder
    note: A client's document set (Documents, Forms, Leadsheets) with missing-item checklist and messages.
  - name: BinderSubdocument
    note: Individual extracted document/form within a binder.
  - name: DocumentMessage
    note: Note/flag/sign-off annotation on a binder document; threadable.
  - name: Task
    key: id
    fields: [type, status, triggeredBy, startedAt, completedAt, result]
    note: Background job (e.g. TAX_PREP, tax advisor, workpaper); result is a TaskResult union.
  - name: TaskTaxPrepResult
    note: Result of a tax prep run — summary, counts, reviewItems[] (TaxPrepReviewItem).
  - name: TaskTaxAdvisorResult
    note: Result of a tax advisor run — strategyTotal, byDomain/bySavingsHorizon JSON.
  - name: AdvisorPlan
    key: runId
    note: Tax plan produced by a tax advisor run; contains AdvisorStrategy entries.
  - name: AdvisorStrategy
    key: id
    fields: [strategyId, domain, title, estimatedSavingsCents, savingsHorizon, status]
    note: One recommended tax strategy within an AdvisorPlan.
  - name: Skill
    note: Playbook skill (workspace- or user-scoped) applied during advisor/prep runs.
relationships:
  - from: WorkspaceUser
    to: Workspace
    type: belongs_to
    via: workspace
  - from: WorkspaceUser
    to: User
    type: belongs_to
    via: user
  - from: Workspace
    to: WorkspaceUser
    type: has_many
    via: workspaceUsers
  - from: Workspace
    to: Client
    type: has_many
    via: clients
  - from: Workspace
    to: Task
    type: has_many
    via: tasks
  - from: Client
    to: Task
    type: has_many
    via: tasks
  - from: Client
    to: Binder
    type: has_one
    via: binder
  - from: Client
    to: WorkspaceUser
    type: has_many
    via: assignees
  - from: Binder
    to: BinderSubdocument
    type: has_many
    via: subdocuments
  - from: BinderSubdocument
    to: DocumentMessage
    type: has_many
    via: documentMessages
  - from: Task
    to: TaskTaxPrepResult
    type: has_one
    via: result (TaskResult union member)
  - from: Task
    to: TaskTaxAdvisorResult
    type: has_one
    via: result (TaskResult union member)
  - from: AdvisorPlan
    to: AdvisorStrategy
    type: has_many
    via: strategies