Workspace overview
workspace_overviewReturns one current snapshot of a workspace: identity, admitted documents and statements by form, parties, workspace accounts, events, charts, declarations, journal entries, registered documents waiting for submit or for a chart post, public Tasks still working, internal processing effects, open review items by level (requests leave the books incomplete; notices do not), the charts that cannot post (chart_exception), and whether processing is idle. Counts are facts; the read wakes nothing and implies no correctness verdict. next_actions offers submit when registered documents wait for it, post_chart_accounts when journal entries wait for a post, update_standard_chart for each chart with an exception, then the review queue. Read-only and not metered.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| workspace_tag | Yes | Active workspace id (the workspace_tag create_workspace and list_workspaces return). |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Workspace name. | |
| counts | Yes | ||
| engine | Yes | Stamped engine build/version identity for the tool result. | |
| status | Yes | workspace_overview. | |
| cautions | Yes | Factual cautions only. | |
| created_at | Yes | Workspace creation time (ISO-8601). | |
| description | No | Optional display prose, present only when stored. | |
| next_actions | No | Callable next steps: submit waiting documents, post charts for waiting journal entries, repair each chart with an exception, then the review queue (present only when any applies). | |
| workspace_tag | Yes | The workspace, echoed. | |
| processing_idle | Yes | True when no processing is queued or running (processing_effects_active is 0). A submission Task can still be working: counts.tasks_working counts those, and wait_for_workspace_idle waits for both. | |
| chart_exceptions | Yes | Each active chart that cannot post: chart_id, chart_name, exception_count. update_standard_chart proposes its repair, to register and post. |