@contractspec/example.pocket-family-office 3.7.16 → 3.7.18
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/blueprint.js +1 -197
- package/dist/browser/blueprint.js +1 -197
- package/dist/browser/connections/samples.js +1 -197
- package/dist/browser/docs/index.js +3 -48
- package/dist/browser/docs/pocket-family-office.docblock.js +3 -48
- package/dist/browser/example.js +1 -42
- package/dist/browser/index.js +4 -1660
- package/dist/browser/knowledge/sources.sample.js +1 -70
- package/dist/browser/operations/index.js +1 -314
- package/dist/browser/pocket-family-office.capability.js +1 -19
- package/dist/browser/pocket-family-office.feature.js +2 -86
- package/dist/browser/telemetry.js +1 -176
- package/dist/browser/tenant.sample.js +1 -71
- package/dist/browser/workflows/generate-financial-summary.js +1 -58
- package/dist/browser/workflows/generate-openbanking-overview.js +1 -52
- package/dist/browser/workflows/index.js +1 -467
- package/dist/browser/workflows/ingest-email-threads.js +1 -56
- package/dist/browser/workflows/process-uploaded-document.js +1 -54
- package/dist/browser/workflows/refresh-openbanking-balances.js +1 -64
- package/dist/browser/workflows/sync-openbanking-accounts.js +1 -64
- package/dist/browser/workflows/sync-openbanking-transactions.js +1 -64
- package/dist/browser/workflows/upcoming-payments-reminder.js +1 -62
- package/dist/connections/samples.js +1 -197
- package/dist/docs/index.js +3 -48
- package/dist/docs/pocket-family-office.docblock.js +3 -48
- package/dist/example.js +1 -42
- package/dist/index.js +4 -1660
- package/dist/knowledge/sources.sample.js +1 -70
- package/dist/node/blueprint.js +1 -197
- package/dist/node/connections/samples.js +1 -197
- package/dist/node/docs/index.js +3 -48
- package/dist/node/docs/pocket-family-office.docblock.js +3 -48
- package/dist/node/example.js +1 -42
- package/dist/node/index.js +4 -1660
- package/dist/node/knowledge/sources.sample.js +1 -70
- package/dist/node/operations/index.js +1 -314
- package/dist/node/pocket-family-office.capability.js +1 -19
- package/dist/node/pocket-family-office.feature.js +2 -86
- package/dist/node/telemetry.js +1 -176
- package/dist/node/tenant.sample.js +1 -71
- package/dist/node/workflows/generate-financial-summary.js +1 -58
- package/dist/node/workflows/generate-openbanking-overview.js +1 -52
- package/dist/node/workflows/index.js +1 -467
- package/dist/node/workflows/ingest-email-threads.js +1 -56
- package/dist/node/workflows/process-uploaded-document.js +1 -54
- package/dist/node/workflows/refresh-openbanking-balances.js +1 -64
- package/dist/node/workflows/sync-openbanking-accounts.js +1 -64
- package/dist/node/workflows/sync-openbanking-transactions.js +1 -64
- package/dist/node/workflows/upcoming-payments-reminder.js +1 -62
- package/dist/operations/index.js +1 -314
- package/dist/pocket-family-office.capability.js +1 -19
- package/dist/pocket-family-office.feature.js +2 -86
- package/dist/telemetry.js +1 -176
- package/dist/tenant.sample.js +1 -71
- package/dist/workflows/generate-financial-summary.d.ts +1 -1
- package/dist/workflows/generate-financial-summary.js +1 -58
- package/dist/workflows/generate-openbanking-overview.d.ts +1 -1
- package/dist/workflows/generate-openbanking-overview.js +1 -52
- package/dist/workflows/index.js +1 -467
- package/dist/workflows/ingest-email-threads.d.ts +1 -1
- package/dist/workflows/ingest-email-threads.js +1 -56
- package/dist/workflows/process-uploaded-document.d.ts +1 -1
- package/dist/workflows/process-uploaded-document.js +1 -54
- package/dist/workflows/refresh-openbanking-balances.d.ts +1 -1
- package/dist/workflows/refresh-openbanking-balances.js +1 -64
- package/dist/workflows/sync-openbanking-accounts.d.ts +1 -1
- package/dist/workflows/sync-openbanking-accounts.js +1 -64
- package/dist/workflows/sync-openbanking-transactions.d.ts +1 -1
- package/dist/workflows/sync-openbanking-transactions.js +1 -64
- package/dist/workflows/upcoming-payments-reminder.d.ts +1 -1
- package/dist/workflows/upcoming-payments-reminder.js +1 -62
- package/package.json +9 -9
package/dist/blueprint.js
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// @bun
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import {
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OwnersEnum,
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StabilityEnum,
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TagsEnum
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} from "@contractspec/lib.contracts-spec/ownership";
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var cap = (key, version) => ({ key, version });
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var pocketFamilyOfficeBlueprint = {
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meta: {
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key: "pocket-family-office.app",
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version: "1.0.0",
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appId: "pocket-family-office",
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title: "Pocket Family Office",
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description: "Household finance automation: ingest documents, track bills, remind payments, and summarise cashflow.",
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domain: "finance",
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owners: [OwnersEnum.PlatformFinance],
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tags: [TagsEnum.Guide, "finance", "automation"],
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stability: StabilityEnum.Experimental
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},
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capabilities: {
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enabled: [
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cap("ai.chat", "1.0.0"),
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cap("ai.embeddings", "1.0.0"),
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cap("vector-db.search", "1.0.0"),
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cap("vector-db.storage", "1.0.0"),
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cap("storage.objects", "1.0.0"),
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cap("email.inbound", "1.0.0"),
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cap("email.transactional", "1.0.0"),
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cap("calendar.events", "1.0.0"),
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cap("sms.outbound", "1.0.0"),
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cap("ai.voice.tts", "1.0.0"),
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cap("payments.psp", "1.0.0"),
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cap("openbanking.accounts.read", "1.0.0"),
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cap("openbanking.transactions.read", "1.0.0"),
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cap("openbanking.balances.read", "1.0.0")
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]
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},
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integrationSlots: [
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{
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slotId: "primaryLLM",
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requiredCategory: "ai-llm",
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allowedModes: ["managed", "byok"],
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requiredCapabilities: [cap("ai.chat", "1.0.0")],
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required: true,
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description: "Chat completion provider powering summarisation, explanations, and insights."
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},
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{
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slotId: "primaryVectorDb",
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requiredCategory: "vector-db",
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allowedModes: ["managed", "byok"],
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requiredCapabilities: [cap("vector-db.search", "1.0.0")],
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required: true,
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description: "Vector database storing embeddings for financial documents and email threads."
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},
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{
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slotId: "primaryStorage",
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requiredCategory: "storage",
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allowedModes: ["managed", "byok"],
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requiredCapabilities: [cap("storage.objects", "1.0.0")],
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required: true,
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description: "Object storage used for raw uploads and normalised documents."
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},
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{
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slotId: "primaryOpenBanking",
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requiredCategory: "open-banking",
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allowedModes: ["byok"],
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requiredCapabilities: [
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cap("openbanking.accounts.read", "1.0.0"),
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cap("openbanking.transactions.read", "1.0.0"),
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cap("openbanking.balances.read", "1.0.0")
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],
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required: true,
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description: "Powens BYOK connection powering bank account, transaction, and balance synchronisation."
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},
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{
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slotId: "emailInbound",
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requiredCategory: "email",
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allowedModes: ["managed", "byok"],
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requiredCapabilities: [cap("email.inbound", "1.0.0")],
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required: true,
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description: "Inbound email/thread sync (Gmail) feeding the knowledge corpus."
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},
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{
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slotId: "emailOutbound",
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requiredCategory: "email",
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allowedModes: ["managed", "byok"],
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requiredCapabilities: [cap("email.transactional", "1.0.0")],
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required: true,
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description: "Transactional email delivery for reminders and summaries."
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},
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{
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slotId: "calendarScheduling",
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requiredCategory: "calendar",
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allowedModes: ["managed", "byok"],
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requiredCapabilities: [cap("calendar.events", "1.0.0")],
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required: true,
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description: "Creates calendar holds for bill reviews and handoff meetings."
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},
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{
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slotId: "voicePlayback",
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requiredCategory: "ai-voice-tts",
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allowedModes: ["managed", "byok"],
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requiredCapabilities: [cap("ai.voice.tts", "1.0.0")],
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required: false,
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description: "Optional voice synthesis for spoken summaries (ElevenLabs)."
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},
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{
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slotId: "smsNotifications",
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requiredCategory: "sms",
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allowedModes: ["managed", "byok"],
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requiredCapabilities: [cap("sms.outbound", "1.0.0")],
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required: false,
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description: "SMS provider used for urgent reminders."
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},
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{
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slotId: "paymentsProcessing",
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requiredCategory: "payments",
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allowedModes: ["managed", "byok"],
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requiredCapabilities: [cap("payments.psp", "1.0.0")],
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required: false,
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description: "Optional payments processor enabling bill pay automations."
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}
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],
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workflows: {
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processUploadedDocument: {
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key: "pfo.workflow.process-uploaded-document",
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version: "1.0.0"
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},
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upcomingPaymentsReminder: {
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key: "pfo.workflow.upcoming-payments-reminder",
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version: "1.0.0"
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},
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generateFinancialSummary: {
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key: "pfo.workflow.generate-financial-summary",
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version: "1.0.0"
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},
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ingestEmailThreads: {
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key: "pfo.workflow.ingest-email-threads",
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version: "1.0.0"
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},
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syncOpenBankingAccounts: {
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key: "pfo.workflow.sync-openbanking-accounts",
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version: "1.0.0"
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},
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syncOpenBankingTransactions: {
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key: "pfo.workflow.sync-openbanking-transactions",
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version: "1.0.0"
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},
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refreshOpenBankingBalances: {
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key: "pfo.workflow.refresh-openbanking-balances",
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version: "1.0.0"
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},
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generateOpenBankingOverview: {
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key: "pfo.workflow.generate-openbanking-overview",
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version: "1.0.0"
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}
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},
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policies: [
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{ key: "pfo.policy.tenancy", version: "1.0.0" },
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{ key: "knowledge.access.financial-docs", version: "1.0.0" }
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],
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telemetry: {
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spec: { key: "pfo.telemetry", version: "1.0.0" }
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},
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featureFlags: [
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{
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key: "voice-summaries",
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enabled: false,
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description: "Enable ElevenLabs spoken summaries in addition to email distribution."
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}
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],
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routes: [
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{
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path: "/dashboard",
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label: "Overview",
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workflow: "pfo.workflow.generate-financial-summary"
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},
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{
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path: "/documents/upload",
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label: "Upload Document",
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workflow: "pfo.workflow.process-uploaded-document"
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},
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{
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path: "/communications",
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label: "Inbox",
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workflow: "pfo.workflow.ingest-email-threads"
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}
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],
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notes: "Pocket Family Office blueprint pulling together finance automations for the hackathon reference implementation."
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};
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function registerPocketFamilyOfficeBlueprint(registry) {
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return registry.register(pocketFamilyOfficeBlueprint);
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}
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export {
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registerPocketFamilyOfficeBlueprint,
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pocketFamilyOfficeBlueprint
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};
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import{OwnersEnum as x,StabilityEnum as z,TagsEnum as A}from"@contractspec/lib.contracts-spec/ownership";var d=(j,q)=>({key:j,version:q}),C={meta:{key:"pocket-family-office.app",version:"1.0.0",appId:"pocket-family-office",title:"Pocket Family Office",description:"Household finance automation: ingest documents, track bills, remind payments, and summarise cashflow.",domain:"finance",owners:[x.PlatformFinance],tags:[A.Guide,"finance","automation"],stability:z.Experimental},capabilities:{enabled:[d("ai.chat","1.0.0"),d("ai.embeddings","1.0.0"),d("vector-db.search","1.0.0"),d("vector-db.storage","1.0.0"),d("storage.objects","1.0.0"),d("email.inbound","1.0.0"),d("email.transactional","1.0.0"),d("calendar.events","1.0.0"),d("sms.outbound","1.0.0"),d("ai.voice.tts","1.0.0"),d("payments.psp","1.0.0"),d("openbanking.accounts.read","1.0.0"),d("openbanking.transactions.read","1.0.0"),d("openbanking.balances.read","1.0.0")]},integrationSlots:[{slotId:"primaryLLM",requiredCategory:"ai-llm",allowedModes:["managed","byok"],requiredCapabilities:[d("ai.chat","1.0.0")],required:!0,description:"Chat completion provider powering summarisation, explanations, and insights."},{slotId:"primaryVectorDb",requiredCategory:"vector-db",allowedModes:["managed","byok"],requiredCapabilities:[d("vector-db.search","1.0.0")],required:!0,description:"Vector database storing embeddings for financial documents and email threads."},{slotId:"primaryStorage",requiredCategory:"storage",allowedModes:["managed","byok"],requiredCapabilities:[d("storage.objects","1.0.0")],required:!0,description:"Object storage used for raw uploads and normalised documents."},{slotId:"primaryOpenBanking",requiredCategory:"open-banking",allowedModes:["byok"],requiredCapabilities:[d("openbanking.accounts.read","1.0.0"),d("openbanking.transactions.read","1.0.0"),d("openbanking.balances.read","1.0.0")],required:!0,description:"Powens BYOK connection powering bank account, transaction, and balance synchronisation."},{slotId:"emailInbound",requiredCategory:"email",allowedModes:["managed","byok"],requiredCapabilities:[d("email.inbound","1.0.0")],required:!0,description:"Inbound email/thread sync (Gmail) feeding the knowledge corpus."},{slotId:"emailOutbound",requiredCategory:"email",allowedModes:["managed","byok"],requiredCapabilities:[d("email.transactional","1.0.0")],required:!0,description:"Transactional email delivery for reminders and summaries."},{slotId:"calendarScheduling",requiredCategory:"calendar",allowedModes:["managed","byok"],requiredCapabilities:[d("calendar.events","1.0.0")],required:!0,description:"Creates calendar holds for bill reviews and handoff meetings."},{slotId:"voicePlayback",requiredCategory:"ai-voice-tts",allowedModes:["managed","byok"],requiredCapabilities:[d("ai.voice.tts","1.0.0")],required:!1,description:"Optional voice synthesis for spoken summaries (ElevenLabs)."},{slotId:"smsNotifications",requiredCategory:"sms",allowedModes:["managed","byok"],requiredCapabilities:[d("sms.outbound","1.0.0")],required:!1,description:"SMS provider used for urgent reminders."},{slotId:"paymentsProcessing",requiredCategory:"payments",allowedModes:["managed","byok"],requiredCapabilities:[d("payments.psp","1.0.0")],required:!1,description:"Optional payments processor enabling bill pay automations."}],workflows:{processUploadedDocument:{key:"pfo.workflow.process-uploaded-document",version:"1.0.0"},upcomingPaymentsReminder:{key:"pfo.workflow.upcoming-payments-reminder",version:"1.0.0"},generateFinancialSummary:{key:"pfo.workflow.generate-financial-summary",version:"1.0.0"},ingestEmailThreads:{key:"pfo.workflow.ingest-email-threads",version:"1.0.0"},syncOpenBankingAccounts:{key:"pfo.workflow.sync-openbanking-accounts",version:"1.0.0"},syncOpenBankingTransactions:{key:"pfo.workflow.sync-openbanking-transactions",version:"1.0.0"},refreshOpenBankingBalances:{key:"pfo.workflow.refresh-openbanking-balances",version:"1.0.0"},generateOpenBankingOverview:{key:"pfo.workflow.generate-openbanking-overview",version:"1.0.0"}},policies:[{key:"pfo.policy.tenancy",version:"1.0.0"},{key:"knowledge.access.financial-docs",version:"1.0.0"}],telemetry:{spec:{key:"pfo.telemetry",version:"1.0.0"}},featureFlags:[{key:"voice-summaries",enabled:!1,description:"Enable ElevenLabs spoken summaries in addition to email distribution."}],routes:[{path:"/dashboard",label:"Overview",workflow:"pfo.workflow.generate-financial-summary"},{path:"/documents/upload",label:"Upload Document",workflow:"pfo.workflow.process-uploaded-document"},{path:"/communications",label:"Inbox",workflow:"pfo.workflow.ingest-email-threads"}],notes:"Pocket Family Office blueprint pulling together finance automations for the hackathon reference implementation."};function G(j){return j.register(C)}export{G as registerPocketFamilyOfficeBlueprint,C as pocketFamilyOfficeBlueprint};
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import {
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OwnersEnum,
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StabilityEnum,
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TagsEnum
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} from "@contractspec/lib.contracts-spec/ownership";
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var cap = (key, version) => ({ key, version });
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var pocketFamilyOfficeBlueprint = {
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meta: {
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key: "pocket-family-office.app",
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version: "1.0.0",
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appId: "pocket-family-office",
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title: "Pocket Family Office",
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description: "Household finance automation: ingest documents, track bills, remind payments, and summarise cashflow.",
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domain: "finance",
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owners: [OwnersEnum.PlatformFinance],
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tags: [TagsEnum.Guide, "finance", "automation"],
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stability: StabilityEnum.Experimental
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},
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capabilities: {
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enabled: [
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cap("ai.chat", "1.0.0"),
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cap("ai.embeddings", "1.0.0"),
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cap("vector-db.search", "1.0.0"),
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cap("vector-db.storage", "1.0.0"),
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cap("storage.objects", "1.0.0"),
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cap("email.inbound", "1.0.0"),
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cap("email.transactional", "1.0.0"),
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cap("calendar.events", "1.0.0"),
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cap("sms.outbound", "1.0.0"),
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cap("ai.voice.tts", "1.0.0"),
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cap("payments.psp", "1.0.0"),
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cap("openbanking.accounts.read", "1.0.0"),
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cap("openbanking.transactions.read", "1.0.0"),
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cap("openbanking.balances.read", "1.0.0")
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]
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},
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integrationSlots: [
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{
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slotId: "primaryLLM",
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requiredCategory: "ai-llm",
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allowedModes: ["managed", "byok"],
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requiredCapabilities: [cap("ai.chat", "1.0.0")],
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required: true,
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description: "Chat completion provider powering summarisation, explanations, and insights."
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},
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{
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slotId: "primaryVectorDb",
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requiredCategory: "vector-db",
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allowedModes: ["managed", "byok"],
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requiredCapabilities: [cap("vector-db.search", "1.0.0")],
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required: true,
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description: "Vector database storing embeddings for financial documents and email threads."
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},
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{
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slotId: "primaryStorage",
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requiredCategory: "storage",
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allowedModes: ["managed", "byok"],
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requiredCapabilities: [cap("storage.objects", "1.0.0")],
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required: true,
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description: "Object storage used for raw uploads and normalised documents."
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},
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{
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slotId: "primaryOpenBanking",
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requiredCategory: "open-banking",
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allowedModes: ["byok"],
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requiredCapabilities: [
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cap("openbanking.accounts.read", "1.0.0"),
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cap("openbanking.transactions.read", "1.0.0"),
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cap("openbanking.balances.read", "1.0.0")
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],
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required: true,
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description: "Powens BYOK connection powering bank account, transaction, and balance synchronisation."
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},
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{
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slotId: "emailInbound",
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requiredCategory: "email",
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allowedModes: ["managed", "byok"],
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requiredCapabilities: [cap("email.inbound", "1.0.0")],
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required: true,
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description: "Inbound email/thread sync (Gmail) feeding the knowledge corpus."
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},
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{
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slotId: "emailOutbound",
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requiredCategory: "email",
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allowedModes: ["managed", "byok"],
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requiredCapabilities: [cap("email.transactional", "1.0.0")],
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required: true,
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description: "Transactional email delivery for reminders and summaries."
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},
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{
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slotId: "calendarScheduling",
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requiredCategory: "calendar",
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allowedModes: ["managed", "byok"],
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requiredCapabilities: [cap("calendar.events", "1.0.0")],
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required: true,
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description: "Creates calendar holds for bill reviews and handoff meetings."
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},
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{
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slotId: "voicePlayback",
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requiredCategory: "ai-voice-tts",
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allowedModes: ["managed", "byok"],
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requiredCapabilities: [cap("ai.voice.tts", "1.0.0")],
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required: false,
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description: "Optional voice synthesis for spoken summaries (ElevenLabs)."
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},
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{
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slotId: "smsNotifications",
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requiredCategory: "sms",
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allowedModes: ["managed", "byok"],
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requiredCapabilities: [cap("sms.outbound", "1.0.0")],
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required: false,
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description: "SMS provider used for urgent reminders."
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},
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{
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slotId: "paymentsProcessing",
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requiredCategory: "payments",
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allowedModes: ["managed", "byok"],
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requiredCapabilities: [cap("payments.psp", "1.0.0")],
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required: false,
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description: "Optional payments processor enabling bill pay automations."
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}
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],
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workflows: {
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processUploadedDocument: {
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key: "pfo.workflow.process-uploaded-document",
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version: "1.0.0"
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},
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upcomingPaymentsReminder: {
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key: "pfo.workflow.upcoming-payments-reminder",
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version: "1.0.0"
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},
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generateFinancialSummary: {
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key: "pfo.workflow.generate-financial-summary",
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version: "1.0.0"
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},
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ingestEmailThreads: {
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key: "pfo.workflow.ingest-email-threads",
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version: "1.0.0"
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},
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syncOpenBankingAccounts: {
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key: "pfo.workflow.sync-openbanking-accounts",
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version: "1.0.0"
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},
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syncOpenBankingTransactions: {
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key: "pfo.workflow.sync-openbanking-transactions",
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version: "1.0.0"
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},
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refreshOpenBankingBalances: {
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key: "pfo.workflow.refresh-openbanking-balances",
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version: "1.0.0"
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},
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generateOpenBankingOverview: {
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key: "pfo.workflow.generate-openbanking-overview",
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version: "1.0.0"
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}
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},
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policies: [
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{ key: "pfo.policy.tenancy", version: "1.0.0" },
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{ key: "knowledge.access.financial-docs", version: "1.0.0" }
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],
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telemetry: {
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spec: { key: "pfo.telemetry", version: "1.0.0" }
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},
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featureFlags: [
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{
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key: "voice-summaries",
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enabled: false,
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description: "Enable ElevenLabs spoken summaries in addition to email distribution."
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}
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],
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routes: [
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{
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path: "/dashboard",
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label: "Overview",
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workflow: "pfo.workflow.generate-financial-summary"
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},
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{
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path: "/documents/upload",
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label: "Upload Document",
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workflow: "pfo.workflow.process-uploaded-document"
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},
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{
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path: "/communications",
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label: "Inbox",
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workflow: "pfo.workflow.ingest-email-threads"
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}
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],
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notes: "Pocket Family Office blueprint pulling together finance automations for the hackathon reference implementation."
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};
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function registerPocketFamilyOfficeBlueprint(registry) {
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return registry.register(pocketFamilyOfficeBlueprint);
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}
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export {
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registerPocketFamilyOfficeBlueprint,
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pocketFamilyOfficeBlueprint
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};
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import{OwnersEnum as x,StabilityEnum as z,TagsEnum as A}from"@contractspec/lib.contracts-spec/ownership";var d=(j,q)=>({key:j,version:q}),C={meta:{key:"pocket-family-office.app",version:"1.0.0",appId:"pocket-family-office",title:"Pocket Family Office",description:"Household finance automation: ingest documents, track bills, remind payments, and summarise cashflow.",domain:"finance",owners:[x.PlatformFinance],tags:[A.Guide,"finance","automation"],stability:z.Experimental},capabilities:{enabled:[d("ai.chat","1.0.0"),d("ai.embeddings","1.0.0"),d("vector-db.search","1.0.0"),d("vector-db.storage","1.0.0"),d("storage.objects","1.0.0"),d("email.inbound","1.0.0"),d("email.transactional","1.0.0"),d("calendar.events","1.0.0"),d("sms.outbound","1.0.0"),d("ai.voice.tts","1.0.0"),d("payments.psp","1.0.0"),d("openbanking.accounts.read","1.0.0"),d("openbanking.transactions.read","1.0.0"),d("openbanking.balances.read","1.0.0")]},integrationSlots:[{slotId:"primaryLLM",requiredCategory:"ai-llm",allowedModes:["managed","byok"],requiredCapabilities:[d("ai.chat","1.0.0")],required:!0,description:"Chat completion provider powering summarisation, explanations, and insights."},{slotId:"primaryVectorDb",requiredCategory:"vector-db",allowedModes:["managed","byok"],requiredCapabilities:[d("vector-db.search","1.0.0")],required:!0,description:"Vector database storing embeddings for financial documents and email threads."},{slotId:"primaryStorage",requiredCategory:"storage",allowedModes:["managed","byok"],requiredCapabilities:[d("storage.objects","1.0.0")],required:!0,description:"Object storage used for raw uploads and normalised documents."},{slotId:"primaryOpenBanking",requiredCategory:"open-banking",allowedModes:["byok"],requiredCapabilities:[d("openbanking.accounts.read","1.0.0"),d("openbanking.transactions.read","1.0.0"),d("openbanking.balances.read","1.0.0")],required:!0,description:"Powens BYOK connection powering bank account, transaction, and balance synchronisation."},{slotId:"emailInbound",requiredCategory:"email",allowedModes:["managed","byok"],requiredCapabilities:[d("email.inbound","1.0.0")],required:!0,description:"Inbound email/thread sync (Gmail) feeding the knowledge corpus."},{slotId:"emailOutbound",requiredCategory:"email",allowedModes:["managed","byok"],requiredCapabilities:[d("email.transactional","1.0.0")],required:!0,description:"Transactional email delivery for reminders and summaries."},{slotId:"calendarScheduling",requiredCategory:"calendar",allowedModes:["managed","byok"],requiredCapabilities:[d("calendar.events","1.0.0")],required:!0,description:"Creates calendar holds for bill reviews and handoff meetings."},{slotId:"voicePlayback",requiredCategory:"ai-voice-tts",allowedModes:["managed","byok"],requiredCapabilities:[d("ai.voice.tts","1.0.0")],required:!1,description:"Optional voice synthesis for spoken summaries (ElevenLabs)."},{slotId:"smsNotifications",requiredCategory:"sms",allowedModes:["managed","byok"],requiredCapabilities:[d("sms.outbound","1.0.0")],required:!1,description:"SMS provider used for urgent reminders."},{slotId:"paymentsProcessing",requiredCategory:"payments",allowedModes:["managed","byok"],requiredCapabilities:[d("payments.psp","1.0.0")],required:!1,description:"Optional payments processor enabling bill pay automations."}],workflows:{processUploadedDocument:{key:"pfo.workflow.process-uploaded-document",version:"1.0.0"},upcomingPaymentsReminder:{key:"pfo.workflow.upcoming-payments-reminder",version:"1.0.0"},generateFinancialSummary:{key:"pfo.workflow.generate-financial-summary",version:"1.0.0"},ingestEmailThreads:{key:"pfo.workflow.ingest-email-threads",version:"1.0.0"},syncOpenBankingAccounts:{key:"pfo.workflow.sync-openbanking-accounts",version:"1.0.0"},syncOpenBankingTransactions:{key:"pfo.workflow.sync-openbanking-transactions",version:"1.0.0"},refreshOpenBankingBalances:{key:"pfo.workflow.refresh-openbanking-balances",version:"1.0.0"},generateOpenBankingOverview:{key:"pfo.workflow.generate-openbanking-overview",version:"1.0.0"}},policies:[{key:"pfo.policy.tenancy",version:"1.0.0"},{key:"knowledge.access.financial-docs",version:"1.0.0"}],telemetry:{spec:{key:"pfo.telemetry",version:"1.0.0"}},featureFlags:[{key:"voice-summaries",enabled:!1,description:"Enable ElevenLabs spoken summaries in addition to email distribution."}],routes:[{path:"/dashboard",label:"Overview",workflow:"pfo.workflow.generate-financial-summary"},{path:"/documents/upload",label:"Upload Document",workflow:"pfo.workflow.process-uploaded-document"},{path:"/communications",label:"Inbox",workflow:"pfo.workflow.ingest-email-threads"}],notes:"Pocket Family Office blueprint pulling together finance automations for the hackathon reference implementation."};function G(j){return j.register(C)}export{G as registerPocketFamilyOfficeBlueprint,C as pocketFamilyOfficeBlueprint};
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var now = new Date;
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var baseMeta = {
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tenantId: "tenant.family-office",
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createdAt: now,
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updatedAt: now
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7
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};
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8
|
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var pocketFamilyOfficeConnections = [
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9
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{
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10
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meta: {
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11
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...baseMeta,
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12
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id: "conn-mistral-primary",
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13
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integrationKey: "ai-llm.mistral",
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14
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integrationVersion: "1.0.0",
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15
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label: "Mistral Primary"
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16
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},
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17
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ownershipMode: "managed",
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config: {
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model: "mistral-large-latest",
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20
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embeddingModel: "mistral-embed"
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21
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},
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22
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secretProvider: "gcp-secret-manager",
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23
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secretRef: "gcp://projects/pfo-hackathon/secrets/mistral-api-key/versions/latest",
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24
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status: "connected",
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25
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health: {
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26
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status: "connected",
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27
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checkedAt: now,
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28
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latencyMs: 180
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29
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}
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30
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},
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31
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{
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32
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meta: {
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33
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...baseMeta,
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34
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id: "conn-qdrant-finance",
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35
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integrationKey: "vectordb.qdrant",
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36
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integrationVersion: "1.0.0",
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37
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label: "Qdrant Finance Cluster"
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38
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},
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39
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ownershipMode: "managed",
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40
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config: {
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41
|
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apiUrl: "https://qdrant.pfo.internal",
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42
|
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collectionPrefix: "tenant-family-office"
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43
|
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},
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|
44
|
-
secretProvider: "gcp-secret-manager",
|
|
45
|
-
secretRef: "gcp://projects/pfo-hackathon/secrets/qdrant-api-key/versions/latest",
|
|
46
|
-
status: "connected",
|
|
47
|
-
health: { status: "connected", checkedAt: now, latencyMs: 95 }
|
|
48
|
-
},
|
|
49
|
-
{
|
|
50
|
-
meta: {
|
|
51
|
-
...baseMeta,
|
|
52
|
-
id: "conn-gcs-documents",
|
|
53
|
-
integrationKey: "storage.gcs",
|
|
54
|
-
integrationVersion: "1.0.0",
|
|
55
|
-
label: "GCS Documents Bucket"
|
|
56
|
-
},
|
|
57
|
-
ownershipMode: "managed",
|
|
58
|
-
config: {
|
|
59
|
-
bucket: "pfo-uploads",
|
|
60
|
-
prefix: "financial-docs/"
|
|
61
|
-
},
|
|
62
|
-
secretProvider: "gcp-secret-manager",
|
|
63
|
-
secretRef: "gcp://projects/pfo-hackathon/secrets/gcs-service-account/versions/latest",
|
|
64
|
-
status: "connected",
|
|
65
|
-
health: { status: "connected", checkedAt: now, latencyMs: 60 }
|
|
66
|
-
},
|
|
67
|
-
{
|
|
68
|
-
meta: {
|
|
69
|
-
...baseMeta,
|
|
70
|
-
id: "conn-gmail-threads",
|
|
71
|
-
integrationKey: "email.gmail",
|
|
72
|
-
integrationVersion: "1.0.0",
|
|
73
|
-
label: "Gmail Household Threads"
|
|
74
|
-
},
|
|
75
|
-
ownershipMode: "byok",
|
|
76
|
-
config: {
|
|
77
|
-
labelIds: ["FINANCE", "INBOX"],
|
|
78
|
-
includeSpamTrash: false
|
|
79
|
-
},
|
|
80
|
-
secretProvider: "gcp-secret-manager",
|
|
81
|
-
secretRef: "gcp://projects/pfo-hackathon/secrets/gmail-refresh-token/versions/latest",
|
|
82
|
-
status: "connected",
|
|
83
|
-
health: { status: "connected", checkedAt: now, latencyMs: 320 }
|
|
84
|
-
},
|
|
85
|
-
{
|
|
86
|
-
meta: {
|
|
87
|
-
...baseMeta,
|
|
88
|
-
id: "conn-postmark-outbound",
|
|
89
|
-
integrationKey: "email.postmark",
|
|
90
|
-
integrationVersion: "1.0.0",
|
|
91
|
-
label: "Postmark Transactional"
|
|
92
|
-
},
|
|
93
|
-
ownershipMode: "managed",
|
|
94
|
-
config: {
|
|
95
|
-
messageStream: "outbound",
|
|
96
|
-
fromEmail: "family.office@pfo.dev"
|
|
97
|
-
},
|
|
98
|
-
secretProvider: "gcp-secret-manager",
|
|
99
|
-
secretRef: "gcp://projects/pfo-hackathon/secrets/postmark-server-token/versions/latest",
|
|
100
|
-
status: "connected",
|
|
101
|
-
health: { status: "connected", checkedAt: now, latencyMs: 210 }
|
|
102
|
-
},
|
|
103
|
-
{
|
|
104
|
-
meta: {
|
|
105
|
-
...baseMeta,
|
|
106
|
-
id: "conn-google-calendar",
|
|
107
|
-
integrationKey: "calendar.google",
|
|
108
|
-
integrationVersion: "1.0.0",
|
|
109
|
-
label: "Household Calendar"
|
|
110
|
-
},
|
|
111
|
-
ownershipMode: "managed",
|
|
112
|
-
config: {
|
|
113
|
-
calendarId: "primary"
|
|
114
|
-
},
|
|
115
|
-
secretProvider: "gcp-secret-manager",
|
|
116
|
-
secretRef: "gcp://projects/pfo-hackathon/secrets/google-calendar-service-account/versions/latest",
|
|
117
|
-
status: "connected",
|
|
118
|
-
health: { status: "connected", checkedAt: now, latencyMs: 140 }
|
|
119
|
-
},
|
|
120
|
-
{
|
|
121
|
-
meta: {
|
|
122
|
-
...baseMeta,
|
|
123
|
-
id: "conn-elevenlabs-voice",
|
|
124
|
-
integrationKey: "ai-voice.elevenlabs",
|
|
125
|
-
integrationVersion: "1.0.0",
|
|
126
|
-
label: "ElevenLabs Voice"
|
|
127
|
-
},
|
|
128
|
-
ownershipMode: "byok",
|
|
129
|
-
config: {
|
|
130
|
-
defaultVoiceId: "pNInz6obpgDQGcFmaJgB"
|
|
131
|
-
},
|
|
132
|
-
secretProvider: "gcp-secret-manager",
|
|
133
|
-
secretRef: "gcp://projects/pfo-hackathon/secrets/elevenlabs-api-key/versions/latest",
|
|
134
|
-
status: "connected",
|
|
135
|
-
health: { status: "connected", checkedAt: now, latencyMs: 250 }
|
|
136
|
-
},
|
|
137
|
-
{
|
|
138
|
-
meta: {
|
|
139
|
-
...baseMeta,
|
|
140
|
-
id: "conn-twilio-sms",
|
|
141
|
-
integrationKey: "sms.twilio",
|
|
142
|
-
integrationVersion: "1.0.0",
|
|
143
|
-
label: "Twilio SMS"
|
|
144
|
-
},
|
|
145
|
-
ownershipMode: "managed",
|
|
146
|
-
config: {
|
|
147
|
-
fromNumber: "+15552340000"
|
|
148
|
-
},
|
|
149
|
-
secretProvider: "gcp-secret-manager",
|
|
150
|
-
secretRef: "gcp://projects/pfo-hackathon/secrets/twilio-auth-token/versions/latest",
|
|
151
|
-
status: "connected",
|
|
152
|
-
health: { status: "connected", checkedAt: now, latencyMs: 180 }
|
|
153
|
-
},
|
|
154
|
-
{
|
|
155
|
-
meta: {
|
|
156
|
-
...baseMeta,
|
|
157
|
-
id: "conn-stripe-recurring",
|
|
158
|
-
integrationKey: "payments.stripe",
|
|
159
|
-
integrationVersion: "1.0.0",
|
|
160
|
-
label: "Stripe Recurring Billing"
|
|
161
|
-
},
|
|
162
|
-
ownershipMode: "managed",
|
|
163
|
-
config: {
|
|
164
|
-
accountId: "acct_1PFOHACKATHON",
|
|
165
|
-
region: "eu-west-1"
|
|
166
|
-
},
|
|
167
|
-
secretProvider: "gcp-secret-manager",
|
|
168
|
-
secretRef: "gcp://projects/pfo-hackathon/secrets/stripe-secret-key/versions/latest",
|
|
169
|
-
status: "connected",
|
|
170
|
-
health: { status: "connected", checkedAt: now, latencyMs: 220 }
|
|
171
|
-
},
|
|
172
|
-
{
|
|
173
|
-
meta: {
|
|
174
|
-
...baseMeta,
|
|
175
|
-
id: "conn-powens-primary",
|
|
176
|
-
integrationKey: "openbanking.powens",
|
|
177
|
-
integrationVersion: "1.0.0",
|
|
178
|
-
label: "Powens Open Banking"
|
|
179
|
-
},
|
|
180
|
-
ownershipMode: "byok",
|
|
181
|
-
config: {
|
|
182
|
-
environment: "sandbox",
|
|
183
|
-
baseUrl: "https://api-sandbox.powens.com/v2"
|
|
184
|
-
},
|
|
185
|
-
secretProvider: "gcp-secret-manager",
|
|
186
|
-
secretRef: "gcp://projects/pfo-hackathon/secrets/powens-credentials/versions/latest",
|
|
187
|
-
status: "connected",
|
|
188
|
-
health: { status: "connected", checkedAt: now, latencyMs: 410 }
|
|
189
|
-
}
|
|
190
|
-
];
|
|
191
|
-
function getPocketFamilyOfficeConnection(connectionId) {
|
|
192
|
-
return pocketFamilyOfficeConnections.find((connection) => connection.meta.id === connectionId);
|
|
193
|
-
}
|
|
194
|
-
export {
|
|
195
|
-
pocketFamilyOfficeConnections,
|
|
196
|
-
getPocketFamilyOfficeConnection
|
|
197
|
-
};
|
|
1
|
+
var e=new Date,t={tenantId:"tenant.family-office",createdAt:e,updatedAt:e},o=[{meta:{...t,id:"conn-mistral-primary",integrationKey:"ai-llm.mistral",integrationVersion:"1.0.0",label:"Mistral Primary"},ownershipMode:"managed",config:{model:"mistral-large-latest",embeddingModel:"mistral-embed"},secretProvider:"gcp-secret-manager",secretRef:"gcp://projects/pfo-hackathon/secrets/mistral-api-key/versions/latest",status:"connected",health:{status:"connected",checkedAt:e,latencyMs:180}},{meta:{...t,id:"conn-qdrant-finance",integrationKey:"vectordb.qdrant",integrationVersion:"1.0.0",label:"Qdrant Finance Cluster"},ownershipMode:"managed",config:{apiUrl:"https://qdrant.pfo.internal",collectionPrefix:"tenant-family-office"},secretProvider:"gcp-secret-manager",secretRef:"gcp://projects/pfo-hackathon/secrets/qdrant-api-key/versions/latest",status:"connected",health:{status:"connected",checkedAt:e,latencyMs:95}},{meta:{...t,id:"conn-gcs-documents",integrationKey:"storage.gcs",integrationVersion:"1.0.0",label:"GCS Documents Bucket"},ownershipMode:"managed",config:{bucket:"pfo-uploads",prefix:"financial-docs/"},secretProvider:"gcp-secret-manager",secretRef:"gcp://projects/pfo-hackathon/secrets/gcs-service-account/versions/latest",status:"connected",health:{status:"connected",checkedAt:e,latencyMs:60}},{meta:{...t,id:"conn-gmail-threads",integrationKey:"email.gmail",integrationVersion:"1.0.0",label:"Gmail Household Threads"},ownershipMode:"byok",config:{labelIds:["FINANCE","INBOX"],includeSpamTrash:!1},secretProvider:"gcp-secret-manager",secretRef:"gcp://projects/pfo-hackathon/secrets/gmail-refresh-token/versions/latest",status:"connected",health:{status:"connected",checkedAt:e,latencyMs:320}},{meta:{...t,id:"conn-postmark-outbound",integrationKey:"email.postmark",integrationVersion:"1.0.0",label:"Postmark Transactional"},ownershipMode:"managed",config:{messageStream:"outbound",fromEmail:"family.office@pfo.dev"},secretProvider:"gcp-secret-manager",secretRef:"gcp://projects/pfo-hackathon/secrets/postmark-server-token/versions/latest",status:"connected",health:{status:"connected",checkedAt:e,latencyMs:210}},{meta:{...t,id:"conn-google-calendar",integrationKey:"calendar.google",integrationVersion:"1.0.0",label:"Household Calendar"},ownershipMode:"managed",config:{calendarId:"primary"},secretProvider:"gcp-secret-manager",secretRef:"gcp://projects/pfo-hackathon/secrets/google-calendar-service-account/versions/latest",status:"connected",health:{status:"connected",checkedAt:e,latencyMs:140}},{meta:{...t,id:"conn-elevenlabs-voice",integrationKey:"ai-voice.elevenlabs",integrationVersion:"1.0.0",label:"ElevenLabs Voice"},ownershipMode:"byok",config:{defaultVoiceId:"pNInz6obpgDQGcFmaJgB"},secretProvider:"gcp-secret-manager",secretRef:"gcp://projects/pfo-hackathon/secrets/elevenlabs-api-key/versions/latest",status:"connected",health:{status:"connected",checkedAt:e,latencyMs:250}},{meta:{...t,id:"conn-twilio-sms",integrationKey:"sms.twilio",integrationVersion:"1.0.0",label:"Twilio SMS"},ownershipMode:"managed",config:{fromNumber:"+15552340000"},secretProvider:"gcp-secret-manager",secretRef:"gcp://projects/pfo-hackathon/secrets/twilio-auth-token/versions/latest",status:"connected",health:{status:"connected",checkedAt:e,latencyMs:180}},{meta:{...t,id:"conn-stripe-recurring",integrationKey:"payments.stripe",integrationVersion:"1.0.0",label:"Stripe Recurring Billing"},ownershipMode:"managed",config:{accountId:"acct_1PFOHACKATHON",region:"eu-west-1"},secretProvider:"gcp-secret-manager",secretRef:"gcp://projects/pfo-hackathon/secrets/stripe-secret-key/versions/latest",status:"connected",health:{status:"connected",checkedAt:e,latencyMs:220}},{meta:{...t,id:"conn-powens-primary",integrationKey:"openbanking.powens",integrationVersion:"1.0.0",label:"Powens Open Banking"},ownershipMode:"byok",config:{environment:"sandbox",baseUrl:"https://api-sandbox.powens.com/v2"},secretProvider:"gcp-secret-manager",secretRef:"gcp://projects/pfo-hackathon/secrets/powens-credentials/versions/latest",status:"connected",health:{status:"connected",checkedAt:e,latencyMs:410}}];function c(n){return o.find((a)=>a.meta.id===n)}export{o as pocketFamilyOfficeConnections,c as getPocketFamilyOfficeConnection};
|