@contractspec/example.pocket-family-office 3.7.10 → 3.7.12
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/dist/browser/index.js +118 -0
- package/dist/browser/pocket-family-office.feature.js +118 -0
- package/dist/index.js +118 -0
- package/dist/node/index.js +118 -0
- package/dist/node/pocket-family-office.feature.js +118 -0
- package/dist/pocket-family-office.feature.d.ts +7 -0
- package/dist/pocket-family-office.feature.js +118 -0
- package/package.json +7 -7
package/dist/browser/index.js
CHANGED
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@@ -940,6 +940,123 @@ var PocketFamilyOfficeFeature = defineFeature({
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"docs.examples.pocket-family-office.reference"
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]
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});
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var tech_contracts_vertical_pocket_family_office_DocBlocks = [
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{
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id: "docs.tech.contracts.vertical-pocket-family-office",
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title: "Pocket Family Office Vertical",
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summary: "Pocket Family Office is a ContractSpec reference vertical that",
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kind: "reference",
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visibility: "public",
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route: "/docs/tech/contracts/vertical-pocket-family-office",
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tags: ["tech", "contracts", "vertical-pocket-family-office"],
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body: `# Pocket Family Office Vertical
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Pocket Family Office is a ContractSpec reference vertical that
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demonstrates finance automation atop the integration and knowledge
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layers. It is optimised for the hackathon stack (Google Cloud, Mistral,
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Qdrant, ElevenLabs) while remaining provider-agnostic.
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+
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## Goals
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- Ingest household financial documents (uploads + Gmail threads).
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- Generate AI summaries and optionally deliver them as voice notes.
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- Schedule multi-channel reminders for upcoming bills.
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- Showcase spec-first composition of integrations, knowledge spaces, and
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workflows.
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## Blueprint Overview
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Source: \`packages/examples/pocket-family-office/blueprint.ts\`
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- **Integration slots**
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- \`primaryLLM\` → Mistral chat/embeddings
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- \`primaryVectorDb\` → Qdrant
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- \`primaryStorage\` → Google Cloud Storage
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- \`primaryOpenBanking\` → Powens BYOK project for account aggregation
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- \`emailInbound\` / \`emailOutbound\` → Gmail + Postmark
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- \`calendarScheduling\` → Google Calendar
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- \`voicePlayback\` → ElevenLabs (optional)
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- \`smsNotifications\` → Twilio (optional)
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- \`paymentsProcessing\` → Stripe (optional)
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- **Workflows**
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- \`process-uploaded-document\`
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- \`upcoming-payments-reminder\`
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- \`generate-financial-summary\`
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- \`ingest-email-threads\`
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- \`sync-openbanking-accounts\`
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- \`sync-openbanking-transactions\`
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- \`refresh-openbanking-balances\`
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- \`generate-openbanking-overview\`
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- **Policies/Telemetry** – references tenant policy specs and
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\`pfo.telemetry\` for observability.
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## Tenant Sample
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\`tenant.sample.ts\` binds each slot to sample connections defined in
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\`connections/samples.ts\`. Key details:
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- Uses Google Cloud Secret Manager URIs for all credentials.
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- Enables knowledge spaces \`knowledge.financial-docs\` and
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\`knowledge.email-threads\`, plus the derived summaries space
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\`knowledge.financial-overview\` populated by open banking workflows.
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- Keeps \`voicePlayback\` and \`paymentsProcessing\` optional so tenants can
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enable them incrementally.
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## Contracts
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\`contracts/index.ts\` defines command/query specs that power the
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workflows:
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- \`pfo.documents.upload\` – store object + enqueue ingestion.
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- \`pfo.reminders.schedule-payment\` – send email/SMS/calendar reminders.
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- \`pfo.summary.generate\` – run RAG over knowledge spaces.
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- \`pfo.summary.dispatch\` – deliver summaries via email / voice.
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- \`pfo.email.sync-threads\` – ingest Gmail threads.
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## Workflows
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- **Process Uploaded Document**
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1. Upload to storage / queue ingestion.
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2. Optional human review step.
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- **Upcoming Payments Reminder**
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1. Human review (confirm due date / channel).
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2. Automation schedules reminders (email/SMS/calendar).
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- **Generate Financial Summary**
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1. Run RAG to produce Markdown summary.
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2. Dispatch summary (email + optional ElevenLabs voice note).
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- **Ingest Email Threads**
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1. Sync Gmail threads into knowledge space.
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2. Triage step for operators when nothing new is ingested.
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## Knowledge & Jobs
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- Knowledge spaces registered via
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\`registerFinancialDocsKnowledgeSpace\` and
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\`registerEmailThreadsKnowledgeSpace\`.
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- Ingestion adapters (\`GmailIngestionAdapter\`, \`StorageIngestionAdapter\`)
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and job handlers (\`createGmailSyncHandler\`,
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\`createStorageDocumentHandler\`) wire Gmail labels & GCS prefixes into
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Qdrant.
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- \`KnowledgeQueryService\` provides summarisation + references for the
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summary generation workflow.
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## Tests & Usage
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\`tests/pocket-family-office.test.ts\` exercises:
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- Blueprint validation + config composition.
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- In-memory ingestion of a sample invoice.
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- Retrieval augmented generation producing a summary with references.
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Use these files as scaffolding for new tenants or as a template for the
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hackathon deliverable. Replace the sample connection metadata with
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tenant-specific IDs/secret references before deploying.
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`
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}
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];
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// src/telemetry.ts
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import {
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@@ -1643,6 +1760,7 @@ var upcomingPaymentsReminderWorkflow = defineWorkflow8({
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export {
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uploadDocumentContract,
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upcomingPaymentsReminderWorkflow,
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tech_contracts_vertical_pocket_family_office_DocBlocks,
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syncOpenBankingTransactionsWorkflow,
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syncOpenBankingAccountsWorkflow,
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syncEmailThreadsContract,
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@@ -67,6 +67,124 @@ var PocketFamilyOfficeFeature = defineFeature({
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"docs.examples.pocket-family-office.reference"
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]
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});
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var tech_contracts_vertical_pocket_family_office_DocBlocks = [
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{
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id: "docs.tech.contracts.vertical-pocket-family-office",
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title: "Pocket Family Office Vertical",
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summary: "Pocket Family Office is a ContractSpec reference vertical that",
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kind: "reference",
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visibility: "public",
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route: "/docs/tech/contracts/vertical-pocket-family-office",
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tags: ["tech", "contracts", "vertical-pocket-family-office"],
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body: `# Pocket Family Office Vertical
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80
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+
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81
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Pocket Family Office is a ContractSpec reference vertical that
|
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82
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demonstrates finance automation atop the integration and knowledge
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83
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+
layers. It is optimised for the hackathon stack (Google Cloud, Mistral,
|
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84
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+
Qdrant, ElevenLabs) while remaining provider-agnostic.
|
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85
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+
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86
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## Goals
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87
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+
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88
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+
- Ingest household financial documents (uploads + Gmail threads).
|
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89
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+
- Generate AI summaries and optionally deliver them as voice notes.
|
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90
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+
- Schedule multi-channel reminders for upcoming bills.
|
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91
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+
- Showcase spec-first composition of integrations, knowledge spaces, and
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92
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workflows.
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93
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+
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## Blueprint Overview
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95
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+
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Source: \`packages/examples/pocket-family-office/blueprint.ts\`
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- **Integration slots**
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99
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- \`primaryLLM\` → Mistral chat/embeddings
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100
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- \`primaryVectorDb\` → Qdrant
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101
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- \`primaryStorage\` → Google Cloud Storage
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- \`primaryOpenBanking\` → Powens BYOK project for account aggregation
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- \`emailInbound\` / \`emailOutbound\` → Gmail + Postmark
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- \`calendarScheduling\` → Google Calendar
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105
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- \`voicePlayback\` → ElevenLabs (optional)
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- \`smsNotifications\` → Twilio (optional)
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- \`paymentsProcessing\` → Stripe (optional)
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- **Workflows**
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109
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- \`process-uploaded-document\`
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110
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- \`upcoming-payments-reminder\`
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- \`generate-financial-summary\`
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- \`ingest-email-threads\`
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- \`sync-openbanking-accounts\`
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- \`sync-openbanking-transactions\`
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- \`refresh-openbanking-balances\`
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- \`generate-openbanking-overview\`
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117
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- **Policies/Telemetry** – references tenant policy specs and
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118
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\`pfo.telemetry\` for observability.
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119
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## Tenant Sample
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121
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\`tenant.sample.ts\` binds each slot to sample connections defined in
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123
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\`connections/samples.ts\`. Key details:
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124
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125
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- Uses Google Cloud Secret Manager URIs for all credentials.
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126
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- Enables knowledge spaces \`knowledge.financial-docs\` and
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127
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\`knowledge.email-threads\`, plus the derived summaries space
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128
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\`knowledge.financial-overview\` populated by open banking workflows.
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129
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- Keeps \`voicePlayback\` and \`paymentsProcessing\` optional so tenants can
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130
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enable them incrementally.
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+
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## Contracts
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\`contracts/index.ts\` defines command/query specs that power the
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workflows:
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+
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- \`pfo.documents.upload\` – store object + enqueue ingestion.
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138
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+
- \`pfo.reminders.schedule-payment\` – send email/SMS/calendar reminders.
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139
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+
- \`pfo.summary.generate\` – run RAG over knowledge spaces.
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140
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+
- \`pfo.summary.dispatch\` – deliver summaries via email / voice.
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141
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- \`pfo.email.sync-threads\` – ingest Gmail threads.
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142
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+
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## Workflows
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- **Process Uploaded Document**
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1. Upload to storage / queue ingestion.
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2. Optional human review step.
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148
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- **Upcoming Payments Reminder**
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149
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1. Human review (confirm due date / channel).
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150
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2. Automation schedules reminders (email/SMS/calendar).
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151
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+
- **Generate Financial Summary**
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152
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+
1. Run RAG to produce Markdown summary.
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153
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+
2. Dispatch summary (email + optional ElevenLabs voice note).
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154
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+
- **Ingest Email Threads**
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155
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1. Sync Gmail threads into knowledge space.
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156
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2. Triage step for operators when nothing new is ingested.
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157
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+
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158
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## Knowledge & Jobs
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159
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+
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160
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- Knowledge spaces registered via
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\`registerFinancialDocsKnowledgeSpace\` and
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\`registerEmailThreadsKnowledgeSpace\`.
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- Ingestion adapters (\`GmailIngestionAdapter\`, \`StorageIngestionAdapter\`)
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and job handlers (\`createGmailSyncHandler\`,
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165
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\`createStorageDocumentHandler\`) wire Gmail labels & GCS prefixes into
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166
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+
Qdrant.
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167
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- \`KnowledgeQueryService\` provides summarisation + references for the
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summary generation workflow.
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169
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+
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170
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## Tests & Usage
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171
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+
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172
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\`tests/pocket-family-office.test.ts\` exercises:
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173
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174
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- Blueprint validation + config composition.
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175
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+
- In-memory ingestion of a sample invoice.
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176
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+
- Retrieval augmented generation producing a summary with references.
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177
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+
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178
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+
Use these files as scaffolding for new tenants or as a template for the
|
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179
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+
hackathon deliverable. Replace the sample connection metadata with
|
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180
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+
tenant-specific IDs/secret references before deploying.
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181
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+
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182
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+
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183
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`
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}
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];
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export {
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tech_contracts_vertical_pocket_family_office_DocBlocks,
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71
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PocketFamilyOfficeFeature
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};
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package/dist/index.js
CHANGED
|
@@ -941,6 +941,123 @@ var PocketFamilyOfficeFeature = defineFeature({
|
|
|
941
941
|
"docs.examples.pocket-family-office.reference"
|
|
942
942
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]
|
|
943
943
|
});
|
|
944
|
+
var tech_contracts_vertical_pocket_family_office_DocBlocks = [
|
|
945
|
+
{
|
|
946
|
+
id: "docs.tech.contracts.vertical-pocket-family-office",
|
|
947
|
+
title: "Pocket Family Office Vertical",
|
|
948
|
+
summary: "Pocket Family Office is a ContractSpec reference vertical that",
|
|
949
|
+
kind: "reference",
|
|
950
|
+
visibility: "public",
|
|
951
|
+
route: "/docs/tech/contracts/vertical-pocket-family-office",
|
|
952
|
+
tags: ["tech", "contracts", "vertical-pocket-family-office"],
|
|
953
|
+
body: `# Pocket Family Office Vertical
|
|
954
|
+
|
|
955
|
+
Pocket Family Office is a ContractSpec reference vertical that
|
|
956
|
+
demonstrates finance automation atop the integration and knowledge
|
|
957
|
+
layers. It is optimised for the hackathon stack (Google Cloud, Mistral,
|
|
958
|
+
Qdrant, ElevenLabs) while remaining provider-agnostic.
|
|
959
|
+
|
|
960
|
+
## Goals
|
|
961
|
+
|
|
962
|
+
- Ingest household financial documents (uploads + Gmail threads).
|
|
963
|
+
- Generate AI summaries and optionally deliver them as voice notes.
|
|
964
|
+
- Schedule multi-channel reminders for upcoming bills.
|
|
965
|
+
- Showcase spec-first composition of integrations, knowledge spaces, and
|
|
966
|
+
workflows.
|
|
967
|
+
|
|
968
|
+
## Blueprint Overview
|
|
969
|
+
|
|
970
|
+
Source: \`packages/examples/pocket-family-office/blueprint.ts\`
|
|
971
|
+
|
|
972
|
+
- **Integration slots**
|
|
973
|
+
- \`primaryLLM\` \u2192 Mistral chat/embeddings
|
|
974
|
+
- \`primaryVectorDb\` \u2192 Qdrant
|
|
975
|
+
- \`primaryStorage\` \u2192 Google Cloud Storage
|
|
976
|
+
- \`primaryOpenBanking\` \u2192 Powens BYOK project for account aggregation
|
|
977
|
+
- \`emailInbound\` / \`emailOutbound\` \u2192 Gmail + Postmark
|
|
978
|
+
- \`calendarScheduling\` \u2192 Google Calendar
|
|
979
|
+
- \`voicePlayback\` \u2192 ElevenLabs (optional)
|
|
980
|
+
- \`smsNotifications\` \u2192 Twilio (optional)
|
|
981
|
+
- \`paymentsProcessing\` \u2192 Stripe (optional)
|
|
982
|
+
- **Workflows**
|
|
983
|
+
- \`process-uploaded-document\`
|
|
984
|
+
- \`upcoming-payments-reminder\`
|
|
985
|
+
- \`generate-financial-summary\`
|
|
986
|
+
- \`ingest-email-threads\`
|
|
987
|
+
- \`sync-openbanking-accounts\`
|
|
988
|
+
- \`sync-openbanking-transactions\`
|
|
989
|
+
- \`refresh-openbanking-balances\`
|
|
990
|
+
- \`generate-openbanking-overview\`
|
|
991
|
+
- **Policies/Telemetry** \u2013 references tenant policy specs and
|
|
992
|
+
\`pfo.telemetry\` for observability.
|
|
993
|
+
|
|
994
|
+
## Tenant Sample
|
|
995
|
+
|
|
996
|
+
\`tenant.sample.ts\` binds each slot to sample connections defined in
|
|
997
|
+
\`connections/samples.ts\`. Key details:
|
|
998
|
+
|
|
999
|
+
- Uses Google Cloud Secret Manager URIs for all credentials.
|
|
1000
|
+
- Enables knowledge spaces \`knowledge.financial-docs\` and
|
|
1001
|
+
\`knowledge.email-threads\`, plus the derived summaries space
|
|
1002
|
+
\`knowledge.financial-overview\` populated by open banking workflows.
|
|
1003
|
+
- Keeps \`voicePlayback\` and \`paymentsProcessing\` optional so tenants can
|
|
1004
|
+
enable them incrementally.
|
|
1005
|
+
|
|
1006
|
+
## Contracts
|
|
1007
|
+
|
|
1008
|
+
\`contracts/index.ts\` defines command/query specs that power the
|
|
1009
|
+
workflows:
|
|
1010
|
+
|
|
1011
|
+
- \`pfo.documents.upload\` \u2013 store object + enqueue ingestion.
|
|
1012
|
+
- \`pfo.reminders.schedule-payment\` \u2013 send email/SMS/calendar reminders.
|
|
1013
|
+
- \`pfo.summary.generate\` \u2013 run RAG over knowledge spaces.
|
|
1014
|
+
- \`pfo.summary.dispatch\` \u2013 deliver summaries via email / voice.
|
|
1015
|
+
- \`pfo.email.sync-threads\` \u2013 ingest Gmail threads.
|
|
1016
|
+
|
|
1017
|
+
## Workflows
|
|
1018
|
+
|
|
1019
|
+
- **Process Uploaded Document**
|
|
1020
|
+
1. Upload to storage / queue ingestion.
|
|
1021
|
+
2. Optional human review step.
|
|
1022
|
+
- **Upcoming Payments Reminder**
|
|
1023
|
+
1. Human review (confirm due date / channel).
|
|
1024
|
+
2. Automation schedules reminders (email/SMS/calendar).
|
|
1025
|
+
- **Generate Financial Summary**
|
|
1026
|
+
1. Run RAG to produce Markdown summary.
|
|
1027
|
+
2. Dispatch summary (email + optional ElevenLabs voice note).
|
|
1028
|
+
- **Ingest Email Threads**
|
|
1029
|
+
1. Sync Gmail threads into knowledge space.
|
|
1030
|
+
2. Triage step for operators when nothing new is ingested.
|
|
1031
|
+
|
|
1032
|
+
## Knowledge & Jobs
|
|
1033
|
+
|
|
1034
|
+
- Knowledge spaces registered via
|
|
1035
|
+
\`registerFinancialDocsKnowledgeSpace\` and
|
|
1036
|
+
\`registerEmailThreadsKnowledgeSpace\`.
|
|
1037
|
+
- Ingestion adapters (\`GmailIngestionAdapter\`, \`StorageIngestionAdapter\`)
|
|
1038
|
+
and job handlers (\`createGmailSyncHandler\`,
|
|
1039
|
+
\`createStorageDocumentHandler\`) wire Gmail labels & GCS prefixes into
|
|
1040
|
+
Qdrant.
|
|
1041
|
+
- \`KnowledgeQueryService\` provides summarisation + references for the
|
|
1042
|
+
summary generation workflow.
|
|
1043
|
+
|
|
1044
|
+
## Tests & Usage
|
|
1045
|
+
|
|
1046
|
+
\`tests/pocket-family-office.test.ts\` exercises:
|
|
1047
|
+
|
|
1048
|
+
- Blueprint validation + config composition.
|
|
1049
|
+
- In-memory ingestion of a sample invoice.
|
|
1050
|
+
- Retrieval augmented generation producing a summary with references.
|
|
1051
|
+
|
|
1052
|
+
Use these files as scaffolding for new tenants or as a template for the
|
|
1053
|
+
hackathon deliverable. Replace the sample connection metadata with
|
|
1054
|
+
tenant-specific IDs/secret references before deploying.
|
|
1055
|
+
|
|
1056
|
+
|
|
1057
|
+
|
|
1058
|
+
`
|
|
1059
|
+
}
|
|
1060
|
+
];
|
|
944
1061
|
|
|
945
1062
|
// src/telemetry.ts
|
|
946
1063
|
import {
|
|
@@ -1644,6 +1761,7 @@ var upcomingPaymentsReminderWorkflow = defineWorkflow8({
|
|
|
1644
1761
|
export {
|
|
1645
1762
|
uploadDocumentContract,
|
|
1646
1763
|
upcomingPaymentsReminderWorkflow,
|
|
1764
|
+
tech_contracts_vertical_pocket_family_office_DocBlocks,
|
|
1647
1765
|
syncOpenBankingTransactionsWorkflow,
|
|
1648
1766
|
syncOpenBankingAccountsWorkflow,
|
|
1649
1767
|
syncEmailThreadsContract,
|
package/dist/node/index.js
CHANGED
|
@@ -940,6 +940,123 @@ var PocketFamilyOfficeFeature = defineFeature({
|
|
|
940
940
|
"docs.examples.pocket-family-office.reference"
|
|
941
941
|
]
|
|
942
942
|
});
|
|
943
|
+
var tech_contracts_vertical_pocket_family_office_DocBlocks = [
|
|
944
|
+
{
|
|
945
|
+
id: "docs.tech.contracts.vertical-pocket-family-office",
|
|
946
|
+
title: "Pocket Family Office Vertical",
|
|
947
|
+
summary: "Pocket Family Office is a ContractSpec reference vertical that",
|
|
948
|
+
kind: "reference",
|
|
949
|
+
visibility: "public",
|
|
950
|
+
route: "/docs/tech/contracts/vertical-pocket-family-office",
|
|
951
|
+
tags: ["tech", "contracts", "vertical-pocket-family-office"],
|
|
952
|
+
body: `# Pocket Family Office Vertical
|
|
953
|
+
|
|
954
|
+
Pocket Family Office is a ContractSpec reference vertical that
|
|
955
|
+
demonstrates finance automation atop the integration and knowledge
|
|
956
|
+
layers. It is optimised for the hackathon stack (Google Cloud, Mistral,
|
|
957
|
+
Qdrant, ElevenLabs) while remaining provider-agnostic.
|
|
958
|
+
|
|
959
|
+
## Goals
|
|
960
|
+
|
|
961
|
+
- Ingest household financial documents (uploads + Gmail threads).
|
|
962
|
+
- Generate AI summaries and optionally deliver them as voice notes.
|
|
963
|
+
- Schedule multi-channel reminders for upcoming bills.
|
|
964
|
+
- Showcase spec-first composition of integrations, knowledge spaces, and
|
|
965
|
+
workflows.
|
|
966
|
+
|
|
967
|
+
## Blueprint Overview
|
|
968
|
+
|
|
969
|
+
Source: \`packages/examples/pocket-family-office/blueprint.ts\`
|
|
970
|
+
|
|
971
|
+
- **Integration slots**
|
|
972
|
+
- \`primaryLLM\` → Mistral chat/embeddings
|
|
973
|
+
- \`primaryVectorDb\` → Qdrant
|
|
974
|
+
- \`primaryStorage\` → Google Cloud Storage
|
|
975
|
+
- \`primaryOpenBanking\` → Powens BYOK project for account aggregation
|
|
976
|
+
- \`emailInbound\` / \`emailOutbound\` → Gmail + Postmark
|
|
977
|
+
- \`calendarScheduling\` → Google Calendar
|
|
978
|
+
- \`voicePlayback\` → ElevenLabs (optional)
|
|
979
|
+
- \`smsNotifications\` → Twilio (optional)
|
|
980
|
+
- \`paymentsProcessing\` → Stripe (optional)
|
|
981
|
+
- **Workflows**
|
|
982
|
+
- \`process-uploaded-document\`
|
|
983
|
+
- \`upcoming-payments-reminder\`
|
|
984
|
+
- \`generate-financial-summary\`
|
|
985
|
+
- \`ingest-email-threads\`
|
|
986
|
+
- \`sync-openbanking-accounts\`
|
|
987
|
+
- \`sync-openbanking-transactions\`
|
|
988
|
+
- \`refresh-openbanking-balances\`
|
|
989
|
+
- \`generate-openbanking-overview\`
|
|
990
|
+
- **Policies/Telemetry** – references tenant policy specs and
|
|
991
|
+
\`pfo.telemetry\` for observability.
|
|
992
|
+
|
|
993
|
+
## Tenant Sample
|
|
994
|
+
|
|
995
|
+
\`tenant.sample.ts\` binds each slot to sample connections defined in
|
|
996
|
+
\`connections/samples.ts\`. Key details:
|
|
997
|
+
|
|
998
|
+
- Uses Google Cloud Secret Manager URIs for all credentials.
|
|
999
|
+
- Enables knowledge spaces \`knowledge.financial-docs\` and
|
|
1000
|
+
\`knowledge.email-threads\`, plus the derived summaries space
|
|
1001
|
+
\`knowledge.financial-overview\` populated by open banking workflows.
|
|
1002
|
+
- Keeps \`voicePlayback\` and \`paymentsProcessing\` optional so tenants can
|
|
1003
|
+
enable them incrementally.
|
|
1004
|
+
|
|
1005
|
+
## Contracts
|
|
1006
|
+
|
|
1007
|
+
\`contracts/index.ts\` defines command/query specs that power the
|
|
1008
|
+
workflows:
|
|
1009
|
+
|
|
1010
|
+
- \`pfo.documents.upload\` – store object + enqueue ingestion.
|
|
1011
|
+
- \`pfo.reminders.schedule-payment\` – send email/SMS/calendar reminders.
|
|
1012
|
+
- \`pfo.summary.generate\` – run RAG over knowledge spaces.
|
|
1013
|
+
- \`pfo.summary.dispatch\` – deliver summaries via email / voice.
|
|
1014
|
+
- \`pfo.email.sync-threads\` – ingest Gmail threads.
|
|
1015
|
+
|
|
1016
|
+
## Workflows
|
|
1017
|
+
|
|
1018
|
+
- **Process Uploaded Document**
|
|
1019
|
+
1. Upload to storage / queue ingestion.
|
|
1020
|
+
2. Optional human review step.
|
|
1021
|
+
- **Upcoming Payments Reminder**
|
|
1022
|
+
1. Human review (confirm due date / channel).
|
|
1023
|
+
2. Automation schedules reminders (email/SMS/calendar).
|
|
1024
|
+
- **Generate Financial Summary**
|
|
1025
|
+
1. Run RAG to produce Markdown summary.
|
|
1026
|
+
2. Dispatch summary (email + optional ElevenLabs voice note).
|
|
1027
|
+
- **Ingest Email Threads**
|
|
1028
|
+
1. Sync Gmail threads into knowledge space.
|
|
1029
|
+
2. Triage step for operators when nothing new is ingested.
|
|
1030
|
+
|
|
1031
|
+
## Knowledge & Jobs
|
|
1032
|
+
|
|
1033
|
+
- Knowledge spaces registered via
|
|
1034
|
+
\`registerFinancialDocsKnowledgeSpace\` and
|
|
1035
|
+
\`registerEmailThreadsKnowledgeSpace\`.
|
|
1036
|
+
- Ingestion adapters (\`GmailIngestionAdapter\`, \`StorageIngestionAdapter\`)
|
|
1037
|
+
and job handlers (\`createGmailSyncHandler\`,
|
|
1038
|
+
\`createStorageDocumentHandler\`) wire Gmail labels & GCS prefixes into
|
|
1039
|
+
Qdrant.
|
|
1040
|
+
- \`KnowledgeQueryService\` provides summarisation + references for the
|
|
1041
|
+
summary generation workflow.
|
|
1042
|
+
|
|
1043
|
+
## Tests & Usage
|
|
1044
|
+
|
|
1045
|
+
\`tests/pocket-family-office.test.ts\` exercises:
|
|
1046
|
+
|
|
1047
|
+
- Blueprint validation + config composition.
|
|
1048
|
+
- In-memory ingestion of a sample invoice.
|
|
1049
|
+
- Retrieval augmented generation producing a summary with references.
|
|
1050
|
+
|
|
1051
|
+
Use these files as scaffolding for new tenants or as a template for the
|
|
1052
|
+
hackathon deliverable. Replace the sample connection metadata with
|
|
1053
|
+
tenant-specific IDs/secret references before deploying.
|
|
1054
|
+
|
|
1055
|
+
|
|
1056
|
+
|
|
1057
|
+
`
|
|
1058
|
+
}
|
|
1059
|
+
];
|
|
943
1060
|
|
|
944
1061
|
// src/telemetry.ts
|
|
945
1062
|
import {
|
|
@@ -1643,6 +1760,7 @@ var upcomingPaymentsReminderWorkflow = defineWorkflow8({
|
|
|
1643
1760
|
export {
|
|
1644
1761
|
uploadDocumentContract,
|
|
1645
1762
|
upcomingPaymentsReminderWorkflow,
|
|
1763
|
+
tech_contracts_vertical_pocket_family_office_DocBlocks,
|
|
1646
1764
|
syncOpenBankingTransactionsWorkflow,
|
|
1647
1765
|
syncOpenBankingAccountsWorkflow,
|
|
1648
1766
|
syncEmailThreadsContract,
|
|
@@ -67,6 +67,124 @@ var PocketFamilyOfficeFeature = defineFeature({
|
|
|
67
67
|
"docs.examples.pocket-family-office.reference"
|
|
68
68
|
]
|
|
69
69
|
});
|
|
70
|
+
var tech_contracts_vertical_pocket_family_office_DocBlocks = [
|
|
71
|
+
{
|
|
72
|
+
id: "docs.tech.contracts.vertical-pocket-family-office",
|
|
73
|
+
title: "Pocket Family Office Vertical",
|
|
74
|
+
summary: "Pocket Family Office is a ContractSpec reference vertical that",
|
|
75
|
+
kind: "reference",
|
|
76
|
+
visibility: "public",
|
|
77
|
+
route: "/docs/tech/contracts/vertical-pocket-family-office",
|
|
78
|
+
tags: ["tech", "contracts", "vertical-pocket-family-office"],
|
|
79
|
+
body: `# Pocket Family Office Vertical
|
|
80
|
+
|
|
81
|
+
Pocket Family Office is a ContractSpec reference vertical that
|
|
82
|
+
demonstrates finance automation atop the integration and knowledge
|
|
83
|
+
layers. It is optimised for the hackathon stack (Google Cloud, Mistral,
|
|
84
|
+
Qdrant, ElevenLabs) while remaining provider-agnostic.
|
|
85
|
+
|
|
86
|
+
## Goals
|
|
87
|
+
|
|
88
|
+
- Ingest household financial documents (uploads + Gmail threads).
|
|
89
|
+
- Generate AI summaries and optionally deliver them as voice notes.
|
|
90
|
+
- Schedule multi-channel reminders for upcoming bills.
|
|
91
|
+
- Showcase spec-first composition of integrations, knowledge spaces, and
|
|
92
|
+
workflows.
|
|
93
|
+
|
|
94
|
+
## Blueprint Overview
|
|
95
|
+
|
|
96
|
+
Source: \`packages/examples/pocket-family-office/blueprint.ts\`
|
|
97
|
+
|
|
98
|
+
- **Integration slots**
|
|
99
|
+
- \`primaryLLM\` → Mistral chat/embeddings
|
|
100
|
+
- \`primaryVectorDb\` → Qdrant
|
|
101
|
+
- \`primaryStorage\` → Google Cloud Storage
|
|
102
|
+
- \`primaryOpenBanking\` → Powens BYOK project for account aggregation
|
|
103
|
+
- \`emailInbound\` / \`emailOutbound\` → Gmail + Postmark
|
|
104
|
+
- \`calendarScheduling\` → Google Calendar
|
|
105
|
+
- \`voicePlayback\` → ElevenLabs (optional)
|
|
106
|
+
- \`smsNotifications\` → Twilio (optional)
|
|
107
|
+
- \`paymentsProcessing\` → Stripe (optional)
|
|
108
|
+
- **Workflows**
|
|
109
|
+
- \`process-uploaded-document\`
|
|
110
|
+
- \`upcoming-payments-reminder\`
|
|
111
|
+
- \`generate-financial-summary\`
|
|
112
|
+
- \`ingest-email-threads\`
|
|
113
|
+
- \`sync-openbanking-accounts\`
|
|
114
|
+
- \`sync-openbanking-transactions\`
|
|
115
|
+
- \`refresh-openbanking-balances\`
|
|
116
|
+
- \`generate-openbanking-overview\`
|
|
117
|
+
- **Policies/Telemetry** – references tenant policy specs and
|
|
118
|
+
\`pfo.telemetry\` for observability.
|
|
119
|
+
|
|
120
|
+
## Tenant Sample
|
|
121
|
+
|
|
122
|
+
\`tenant.sample.ts\` binds each slot to sample connections defined in
|
|
123
|
+
\`connections/samples.ts\`. Key details:
|
|
124
|
+
|
|
125
|
+
- Uses Google Cloud Secret Manager URIs for all credentials.
|
|
126
|
+
- Enables knowledge spaces \`knowledge.financial-docs\` and
|
|
127
|
+
\`knowledge.email-threads\`, plus the derived summaries space
|
|
128
|
+
\`knowledge.financial-overview\` populated by open banking workflows.
|
|
129
|
+
- Keeps \`voicePlayback\` and \`paymentsProcessing\` optional so tenants can
|
|
130
|
+
enable them incrementally.
|
|
131
|
+
|
|
132
|
+
## Contracts
|
|
133
|
+
|
|
134
|
+
\`contracts/index.ts\` defines command/query specs that power the
|
|
135
|
+
workflows:
|
|
136
|
+
|
|
137
|
+
- \`pfo.documents.upload\` – store object + enqueue ingestion.
|
|
138
|
+
- \`pfo.reminders.schedule-payment\` – send email/SMS/calendar reminders.
|
|
139
|
+
- \`pfo.summary.generate\` – run RAG over knowledge spaces.
|
|
140
|
+
- \`pfo.summary.dispatch\` – deliver summaries via email / voice.
|
|
141
|
+
- \`pfo.email.sync-threads\` – ingest Gmail threads.
|
|
142
|
+
|
|
143
|
+
## Workflows
|
|
144
|
+
|
|
145
|
+
- **Process Uploaded Document**
|
|
146
|
+
1. Upload to storage / queue ingestion.
|
|
147
|
+
2. Optional human review step.
|
|
148
|
+
- **Upcoming Payments Reminder**
|
|
149
|
+
1. Human review (confirm due date / channel).
|
|
150
|
+
2. Automation schedules reminders (email/SMS/calendar).
|
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- **Generate Financial Summary**
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1. Run RAG to produce Markdown summary.
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2. Dispatch summary (email + optional ElevenLabs voice note).
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- **Ingest Email Threads**
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1. Sync Gmail threads into knowledge space.
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2. Triage step for operators when nothing new is ingested.
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## Knowledge & Jobs
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- Knowledge spaces registered via
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\`registerFinancialDocsKnowledgeSpace\` and
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\`registerEmailThreadsKnowledgeSpace\`.
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- Ingestion adapters (\`GmailIngestionAdapter\`, \`StorageIngestionAdapter\`)
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and job handlers (\`createGmailSyncHandler\`,
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\`createStorageDocumentHandler\`) wire Gmail labels & GCS prefixes into
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Qdrant.
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- \`KnowledgeQueryService\` provides summarisation + references for the
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summary generation workflow.
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## Tests & Usage
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\`tests/pocket-family-office.test.ts\` exercises:
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- Blueprint validation + config composition.
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- In-memory ingestion of a sample invoice.
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- Retrieval augmented generation producing a summary with references.
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+
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Use these files as scaffolding for new tenants or as a template for the
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hackathon deliverable. Replace the sample connection metadata with
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tenant-specific IDs/secret references before deploying.
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`
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}
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];
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export {
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tech_contracts_vertical_pocket_family_office_DocBlocks,
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PocketFamilyOfficeFeature
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};
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@@ -1,5 +1,12 @@
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/**
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* Pocket Family Office Feature Module Specification
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*
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* Defines the feature module for personal finance automation.
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*/
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/**
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* Pocket Family Office feature module that bundles financial document
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* management, open banking integration, and automated summaries.
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*/
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import type { DocBlock } from '@contractspec/lib.contracts-spec';
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export declare const PocketFamilyOfficeFeature: import("@contractspec/lib.contracts-spec").FeatureModuleSpec;
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+
export declare const tech_contracts_vertical_pocket_family_office_DocBlocks: DocBlock[];
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@@ -68,6 +68,124 @@ var PocketFamilyOfficeFeature = defineFeature({
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"docs.examples.pocket-family-office.reference"
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]
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});
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var tech_contracts_vertical_pocket_family_office_DocBlocks = [
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{
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id: "docs.tech.contracts.vertical-pocket-family-office",
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title: "Pocket Family Office Vertical",
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summary: "Pocket Family Office is a ContractSpec reference vertical that",
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kind: "reference",
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visibility: "public",
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route: "/docs/tech/contracts/vertical-pocket-family-office",
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tags: ["tech", "contracts", "vertical-pocket-family-office"],
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body: `# Pocket Family Office Vertical
|
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+
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+
Pocket Family Office is a ContractSpec reference vertical that
|
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demonstrates finance automation atop the integration and knowledge
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+
layers. It is optimised for the hackathon stack (Google Cloud, Mistral,
|
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+
Qdrant, ElevenLabs) while remaining provider-agnostic.
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+
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## Goals
|
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+
|
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+
- Ingest household financial documents (uploads + Gmail threads).
|
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+
- Generate AI summaries and optionally deliver them as voice notes.
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+
- Schedule multi-channel reminders for upcoming bills.
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- Showcase spec-first composition of integrations, knowledge spaces, and
|
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+
workflows.
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+
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## Blueprint Overview
|
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+
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+
Source: \`packages/examples/pocket-family-office/blueprint.ts\`
|
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|
+
|
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|
+
- **Integration slots**
|
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|
+
- \`primaryLLM\` \u2192 Mistral chat/embeddings
|
|
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|
+
- \`primaryVectorDb\` \u2192 Qdrant
|
|
102
|
+
- \`primaryStorage\` \u2192 Google Cloud Storage
|
|
103
|
+
- \`primaryOpenBanking\` \u2192 Powens BYOK project for account aggregation
|
|
104
|
+
- \`emailInbound\` / \`emailOutbound\` \u2192 Gmail + Postmark
|
|
105
|
+
- \`calendarScheduling\` \u2192 Google Calendar
|
|
106
|
+
- \`voicePlayback\` \u2192 ElevenLabs (optional)
|
|
107
|
+
- \`smsNotifications\` \u2192 Twilio (optional)
|
|
108
|
+
- \`paymentsProcessing\` \u2192 Stripe (optional)
|
|
109
|
+
- **Workflows**
|
|
110
|
+
- \`process-uploaded-document\`
|
|
111
|
+
- \`upcoming-payments-reminder\`
|
|
112
|
+
- \`generate-financial-summary\`
|
|
113
|
+
- \`ingest-email-threads\`
|
|
114
|
+
- \`sync-openbanking-accounts\`
|
|
115
|
+
- \`sync-openbanking-transactions\`
|
|
116
|
+
- \`refresh-openbanking-balances\`
|
|
117
|
+
- \`generate-openbanking-overview\`
|
|
118
|
+
- **Policies/Telemetry** \u2013 references tenant policy specs and
|
|
119
|
+
\`pfo.telemetry\` for observability.
|
|
120
|
+
|
|
121
|
+
## Tenant Sample
|
|
122
|
+
|
|
123
|
+
\`tenant.sample.ts\` binds each slot to sample connections defined in
|
|
124
|
+
\`connections/samples.ts\`. Key details:
|
|
125
|
+
|
|
126
|
+
- Uses Google Cloud Secret Manager URIs for all credentials.
|
|
127
|
+
- Enables knowledge spaces \`knowledge.financial-docs\` and
|
|
128
|
+
\`knowledge.email-threads\`, plus the derived summaries space
|
|
129
|
+
\`knowledge.financial-overview\` populated by open banking workflows.
|
|
130
|
+
- Keeps \`voicePlayback\` and \`paymentsProcessing\` optional so tenants can
|
|
131
|
+
enable them incrementally.
|
|
132
|
+
|
|
133
|
+
## Contracts
|
|
134
|
+
|
|
135
|
+
\`contracts/index.ts\` defines command/query specs that power the
|
|
136
|
+
workflows:
|
|
137
|
+
|
|
138
|
+
- \`pfo.documents.upload\` \u2013 store object + enqueue ingestion.
|
|
139
|
+
- \`pfo.reminders.schedule-payment\` \u2013 send email/SMS/calendar reminders.
|
|
140
|
+
- \`pfo.summary.generate\` \u2013 run RAG over knowledge spaces.
|
|
141
|
+
- \`pfo.summary.dispatch\` \u2013 deliver summaries via email / voice.
|
|
142
|
+
- \`pfo.email.sync-threads\` \u2013 ingest Gmail threads.
|
|
143
|
+
|
|
144
|
+
## Workflows
|
|
145
|
+
|
|
146
|
+
- **Process Uploaded Document**
|
|
147
|
+
1. Upload to storage / queue ingestion.
|
|
148
|
+
2. Optional human review step.
|
|
149
|
+
- **Upcoming Payments Reminder**
|
|
150
|
+
1. Human review (confirm due date / channel).
|
|
151
|
+
2. Automation schedules reminders (email/SMS/calendar).
|
|
152
|
+
- **Generate Financial Summary**
|
|
153
|
+
1. Run RAG to produce Markdown summary.
|
|
154
|
+
2. Dispatch summary (email + optional ElevenLabs voice note).
|
|
155
|
+
- **Ingest Email Threads**
|
|
156
|
+
1. Sync Gmail threads into knowledge space.
|
|
157
|
+
2. Triage step for operators when nothing new is ingested.
|
|
158
|
+
|
|
159
|
+
## Knowledge & Jobs
|
|
160
|
+
|
|
161
|
+
- Knowledge spaces registered via
|
|
162
|
+
\`registerFinancialDocsKnowledgeSpace\` and
|
|
163
|
+
\`registerEmailThreadsKnowledgeSpace\`.
|
|
164
|
+
- Ingestion adapters (\`GmailIngestionAdapter\`, \`StorageIngestionAdapter\`)
|
|
165
|
+
and job handlers (\`createGmailSyncHandler\`,
|
|
166
|
+
\`createStorageDocumentHandler\`) wire Gmail labels & GCS prefixes into
|
|
167
|
+
Qdrant.
|
|
168
|
+
- \`KnowledgeQueryService\` provides summarisation + references for the
|
|
169
|
+
summary generation workflow.
|
|
170
|
+
|
|
171
|
+
## Tests & Usage
|
|
172
|
+
|
|
173
|
+
\`tests/pocket-family-office.test.ts\` exercises:
|
|
174
|
+
|
|
175
|
+
- Blueprint validation + config composition.
|
|
176
|
+
- In-memory ingestion of a sample invoice.
|
|
177
|
+
- Retrieval augmented generation producing a summary with references.
|
|
178
|
+
|
|
179
|
+
Use these files as scaffolding for new tenants or as a template for the
|
|
180
|
+
hackathon deliverable. Replace the sample connection metadata with
|
|
181
|
+
tenant-specific IDs/secret references before deploying.
|
|
182
|
+
|
|
183
|
+
|
|
184
|
+
|
|
185
|
+
`
|
|
186
|
+
}
|
|
187
|
+
];
|
|
71
188
|
export {
|
|
189
|
+
tech_contracts_vertical_pocket_family_office_DocBlocks,
|
|
72
190
|
PocketFamilyOfficeFeature
|
|
73
191
|
};
|
package/package.json
CHANGED
|
@@ -1,6 +1,6 @@
|
|
|
1
1
|
{
|
|
2
2
|
"name": "@contractspec/example.pocket-family-office",
|
|
3
|
-
"version": "3.7.
|
|
3
|
+
"version": "3.7.12",
|
|
4
4
|
"description": "Pocket Family Office example - personal finance automation with open banking",
|
|
5
5
|
"keywords": [
|
|
6
6
|
"contractspec",
|
|
@@ -29,15 +29,15 @@
|
|
|
29
29
|
"typecheck": "tsc --noEmit"
|
|
30
30
|
},
|
|
31
31
|
"dependencies": {
|
|
32
|
-
"@contractspec/lib.knowledge": "3.7.
|
|
33
|
-
"@contractspec/lib.contracts-spec": "
|
|
34
|
-
"@contractspec/lib.contracts-integrations": "3.8.
|
|
35
|
-
"@contractspec/lib.schema": "3.7.
|
|
32
|
+
"@contractspec/lib.knowledge": "3.7.12",
|
|
33
|
+
"@contractspec/lib.contracts-spec": "5.0.0",
|
|
34
|
+
"@contractspec/lib.contracts-integrations": "3.8.4",
|
|
35
|
+
"@contractspec/lib.schema": "3.7.10"
|
|
36
36
|
},
|
|
37
37
|
"devDependencies": {
|
|
38
|
-
"@contractspec/tool.typescript": "3.7.
|
|
38
|
+
"@contractspec/tool.typescript": "3.7.9",
|
|
39
39
|
"typescript": "^5.9.3",
|
|
40
|
-
"@contractspec/tool.bun": "3.7.
|
|
40
|
+
"@contractspec/tool.bun": "3.7.9"
|
|
41
41
|
},
|
|
42
42
|
"exports": {
|
|
43
43
|
".": {
|