@contractspec/example.pocket-family-office 3.7.17 → 3.7.18

package/dist/node/workflows/sync-openbanking-accounts.js

@@ -1,64 +1 @@
-// src/workflows/sync-openbanking-accounts.ts
-import {
-  OwnersEnum,
-  StabilityEnum,
-  TagsEnum
-} from "@contractspec/lib.contracts-spec";
-import { defineWorkflow } from "@contractspec/lib.contracts-spec/workflow/spec";
-var ACCOUNT_CAPABILITY = {
-  key: "openbanking.accounts.read",
-  version: "1.0.0"
-};
-var syncOpenBankingAccountsWorkflow = defineWorkflow({
-  meta: {
-    key: "pfo.workflow.sync-openbanking-accounts",
-    version: "1.0.0",
-    title: "Synchronise Open Banking Accounts",
-    description: "Validates Powens connectivity and synchronises bank account metadata into the canonical ledger.",
-    domain: "finance",
-    owners: [OwnersEnum.PlatformFinance],
-    tags: ["open-banking", "powens", TagsEnum.Automation],
-    stability: StabilityEnum.Experimental
-  },
-  definition: {
-    entryStepId: "sync-accounts",
-    steps: [
-      {
-        id: "sync-accounts",
-        type: "automation",
-        label: "Sync Accounts",
-        description: "Refresh linked bank accounts via Powens and upsert canonical BankAccount records.",
-        action: {
-          operation: { key: "openbanking.accounts.sync", version: "1.0.0" }
-        },
-        requiredIntegrations: ["primaryOpenBanking"],
-        requiredCapabilities: [ACCOUNT_CAPABILITY],
-        retry: {
-          maxAttempts: 3,
-          backoff: "exponential",
-          delayMs: 1000
-        }
-      },
-      {
-        id: "fetch-accounts",
-        type: "automation",
-        label: "Fetch Accounts",
-        description: "Retrieve the latest canonical account snapshot for downstream consumers.",
-        action: {
-          operation: { key: "openbanking.accounts.list", version: "1.0.0" }
-        },
-        requiredIntegrations: ["primaryOpenBanking"],
-        requiredCapabilities: [ACCOUNT_CAPABILITY],
-        retry: {
-          maxAttempts: 2,
-          backoff: "linear",
-          delayMs: 750
-        }
-      }
-    ],
-    transitions: [{ from: "sync-accounts", to: "fetch-accounts" }]
-  }
-});
-export {
-  syncOpenBankingAccountsWorkflow
-};
+import{OwnersEnum as j,StabilityEnum as q,TagsEnum as v}from"@contractspec/lib.contracts-spec";import{defineWorkflow as x}from"@contractspec/lib.contracts-spec/workflow/spec";var h={key:"openbanking.accounts.read",version:"1.0.0"},F=x({meta:{key:"pfo.workflow.sync-openbanking-accounts",version:"1.0.0",title:"Synchronise Open Banking Accounts",description:"Validates Powens connectivity and synchronises bank account metadata into the canonical ledger.",domain:"finance",owners:[j.PlatformFinance],tags:["open-banking","powens",v.Automation],stability:q.Experimental},definition:{entryStepId:"sync-accounts",steps:[{id:"sync-accounts",type:"automation",label:"Sync Accounts",description:"Refresh linked bank accounts via Powens and upsert canonical BankAccount records.",action:{operation:{key:"openbanking.accounts.sync",version:"1.0.0"}},requiredIntegrations:["primaryOpenBanking"],requiredCapabilities:[h],retry:{maxAttempts:3,backoff:"exponential",delayMs:1000}},{id:"fetch-accounts",type:"automation",label:"Fetch Accounts",description:"Retrieve the latest canonical account snapshot for downstream consumers.",action:{operation:{key:"openbanking.accounts.list",version:"1.0.0"}},requiredIntegrations:["primaryOpenBanking"],requiredCapabilities:[h],retry:{maxAttempts:2,backoff:"linear",delayMs:750}}],transitions:[{from:"sync-accounts",to:"fetch-accounts"}]}});export{F as syncOpenBankingAccountsWorkflow};

package/dist/node/workflows/sync-openbanking-transactions.js

@@ -1,64 +1 @@
-// src/workflows/sync-openbanking-transactions.ts
-import {
-  OwnersEnum,
-  StabilityEnum,
-  TagsEnum
-} from "@contractspec/lib.contracts-spec";
-import { defineWorkflow } from "@contractspec/lib.contracts-spec/workflow/spec";
-var TRANSACTION_CAPABILITY = {
-  key: "openbanking.transactions.read",
-  version: "1.0.0"
-};
-var syncOpenBankingTransactionsWorkflow = defineWorkflow({
-  meta: {
-    key: "pfo.workflow.sync-openbanking-transactions",
-    version: "1.0.0",
-    title: "Synchronise Open Banking Transactions",
-    description: "Fetches recent transactions from Powens for each linked account and stores them in the canonical ledger.",
-    domain: "finance",
-    owners: [OwnersEnum.PlatformFinance],
-    tags: ["open-banking", "powens", TagsEnum.Automation],
-    stability: StabilityEnum.Experimental
-  },
-  definition: {
-    entryStepId: "sync-transactions",
-    steps: [
-      {
-        id: "sync-transactions",
-        type: "automation",
-        label: "Sync Transactions",
-        description: "Call the Powens provider to pull incremental transactions for active accounts.",
-        action: {
-          operation: { key: "openbanking.transactions.sync", version: "1.0.0" }
-        },
-        requiredIntegrations: ["primaryOpenBanking"],
-        requiredCapabilities: [TRANSACTION_CAPABILITY],
-        retry: {
-          maxAttempts: 4,
-          backoff: "exponential",
-          delayMs: 1500
-        }
-      },
-      {
-        id: "list-transactions",
-        type: "automation",
-        label: "List Transactions",
-        description: "Retrieve the canonical transaction list for reporting and downstream analytics.",
-        action: {
-          operation: { key: "openbanking.transactions.list", version: "1.0.0" }
-        },
-        requiredIntegrations: ["primaryOpenBanking"],
-        requiredCapabilities: [TRANSACTION_CAPABILITY],
-        retry: {
-          maxAttempts: 2,
-          backoff: "linear",
-          delayMs: 1000
-        }
-      }
-    ],
-    transitions: [{ from: "sync-transactions", to: "list-transactions" }]
-  }
-});
-export {
-  syncOpenBankingTransactionsWorkflow
-};
+import{OwnersEnum as j,StabilityEnum as q,TagsEnum as v}from"@contractspec/lib.contracts-spec";import{defineWorkflow as x}from"@contractspec/lib.contracts-spec/workflow/spec";var h={key:"openbanking.transactions.read",version:"1.0.0"},F=x({meta:{key:"pfo.workflow.sync-openbanking-transactions",version:"1.0.0",title:"Synchronise Open Banking Transactions",description:"Fetches recent transactions from Powens for each linked account and stores them in the canonical ledger.",domain:"finance",owners:[j.PlatformFinance],tags:["open-banking","powens",v.Automation],stability:q.Experimental},definition:{entryStepId:"sync-transactions",steps:[{id:"sync-transactions",type:"automation",label:"Sync Transactions",description:"Call the Powens provider to pull incremental transactions for active accounts.",action:{operation:{key:"openbanking.transactions.sync",version:"1.0.0"}},requiredIntegrations:["primaryOpenBanking"],requiredCapabilities:[h],retry:{maxAttempts:4,backoff:"exponential",delayMs:1500}},{id:"list-transactions",type:"automation",label:"List Transactions",description:"Retrieve the canonical transaction list for reporting and downstream analytics.",action:{operation:{key:"openbanking.transactions.list",version:"1.0.0"}},requiredIntegrations:["primaryOpenBanking"],requiredCapabilities:[h],retry:{maxAttempts:2,backoff:"linear",delayMs:1000}}],transitions:[{from:"sync-transactions",to:"list-transactions"}]}});export{F as syncOpenBankingTransactionsWorkflow};

package/dist/node/workflows/upcoming-payments-reminder.js

@@ -1,62 +1 @@
-// src/workflows/upcoming-payments-reminder.ts
-import {
-  OwnersEnum,
-  StabilityEnum,
-  TagsEnum
-} from "@contractspec/lib.contracts-spec";
-import { defineWorkflow } from "@contractspec/lib.contracts-spec/workflow/spec";
-var upcomingPaymentsReminderWorkflow = defineWorkflow({
-  meta: {
-    key: "pfo.workflow.upcoming-payments-reminder",
-    version: "1.0.0",
-    title: "Schedule Upcoming Payment Reminder",
-    description: "Collects payment metadata and schedules multi-channel reminders for bills that are due soon.",
-    domain: "finance",
-    owners: [OwnersEnum.PlatformFinance],
-    tags: ["payments", "reminders", TagsEnum.Automation],
-    stability: StabilityEnum.Beta
-  },
-  definition: {
-    entryStepId: "collect",
-    steps: [
-      {
-        id: "collect",
-        type: "human",
-        label: "Review Upcoming Bill",
-        description: "Confirm amount, due date, and preferred delivery channels before scheduling reminder."
-      },
-      {
-        id: "schedule",
-        type: "automation",
-        label: "Schedule Reminder",
-        action: {
-          operation: {
-            key: "pfo.reminders.schedule-payment",
-            version: "1.0.0"
-          }
-        },
-        requiredIntegrations: [
-          "emailOutbound",
-          "smsNotifications",
-          "calendarScheduling"
-        ],
-        retry: {
-          maxAttempts: 2,
-          backoff: "linear",
-          delayMs: 1000
-        }
-      }
-    ],
-    transitions: [
-      {
-        from: "collect",
-        to: "schedule",
-        condition: "output?.confirmed === true",
-        label: "Reminder confirmed"
-      }
-    ]
-  }
-});
-export {
-  upcomingPaymentsReminderWorkflow
-};
+import{OwnersEnum as h,StabilityEnum as j,TagsEnum as q}from"@contractspec/lib.contracts-spec";import{defineWorkflow as v}from"@contractspec/lib.contracts-spec/workflow/spec";var A=v({meta:{key:"pfo.workflow.upcoming-payments-reminder",version:"1.0.0",title:"Schedule Upcoming Payment Reminder",description:"Collects payment metadata and schedules multi-channel reminders for bills that are due soon.",domain:"finance",owners:[h.PlatformFinance],tags:["payments","reminders",q.Automation],stability:j.Beta},definition:{entryStepId:"collect",steps:[{id:"collect",type:"human",label:"Review Upcoming Bill",description:"Confirm amount, due date, and preferred delivery channels before scheduling reminder."},{id:"schedule",type:"automation",label:"Schedule Reminder",action:{operation:{key:"pfo.reminders.schedule-payment",version:"1.0.0"}},requiredIntegrations:["emailOutbound","smsNotifications","calendarScheduling"],retry:{maxAttempts:2,backoff:"linear",delayMs:1000}}],transitions:[{from:"collect",to:"schedule",condition:"output?.confirmed === true",label:"Reminder confirmed"}]}});export{A as upcomingPaymentsReminderWorkflow};

package/dist/operations/index.js

@@ -1,315 +1,2 @@
 // @bun
-// src/operations/index.ts
-import { OPENBANKING_TELEMETRY_EVENTS } from "@contractspec/lib.contracts-integrations";
-import {
-  defineCommand,
-  defineQuery
-} from "@contractspec/lib.contracts-spec";
-import {
-  OwnersEnum,
-  StabilityEnum,
-  TagsEnum
-} from "@contractspec/lib.contracts-spec/ownership";
-import {
-  defineEnum,
-  defineSchemaModel,
-  ScalarTypeEnum
-} from "@contractspec/lib.schema";
-var SourceEnum = defineEnum("Source", ["upload", "email", "sync"]);
-var ChannelEnum = defineEnum("Channel", ["email", "sms", "both"]);
-var PeriodEnum = defineEnum("Period", ["P7d", "P30d", "P90d"]);
-var ObPeriodEnum = defineEnum("ObPeriod", ["Pweek", "Pmonth", "Pquarter"]);
-var UploadDocumentInputModel = defineSchemaModel({
-  name: "UploadDocumentInput",
-  fields: {
-    bucket: { type: ScalarTypeEnum.NonEmptyString(), isOptional: false },
-    objectKey: { type: ScalarTypeEnum.NonEmptyString(), isOptional: false },
-    mimeType: { type: ScalarTypeEnum.NonEmptyString(), isOptional: false },
-    bytes: { type: ScalarTypeEnum.Int_unsecure(), isOptional: false },
-    tags: {
-      type: ScalarTypeEnum.String_unsecure(),
-      isOptional: false,
-      isArray: true
-    },
-    uploadedAt: { type: ScalarTypeEnum.Date(), isOptional: false },
-    source: { type: SourceEnum, isOptional: false }
-  }
-});
-var UploadDocumentOutputModel = defineSchemaModel({
-  name: "UploadDocumentOutput",
-  fields: {
-    documentId: { type: ScalarTypeEnum.String_unsecure(), isOptional: false },
-    ingestionJobId: {
-      type: ScalarTypeEnum.String_unsecure(),
-      isOptional: false
-    }
-  }
-});
-var uploadDocumentContract = defineCommand({
-  meta: {
-    key: "pfo.documents.upload",
-    version: "1.0.0",
-    description: "Stores an object in tenant storage and schedules ingestion into the knowledge base.",
-    goal: "Allow users to ingest financial documents for processing.",
-    context: "Part of the finance domain. Documents are uploaded to object storage and then processed by the ingestion pipeline.",
-    owners: [OwnersEnum.PlatformFinance],
-    tags: ["documents", "ingestion", TagsEnum.Guide],
-    stability: StabilityEnum.Experimental
-  },
-  io: {
-    input: UploadDocumentInputModel,
-    output: UploadDocumentOutputModel
-  },
-  policy: {
-    auth: "user",
-    rateLimit: {
-      rpm: 30,
-      key: "user"
-    }
-  }
-});
-var PaymentReminderInputModel = defineSchemaModel({
-  name: "PaymentReminderInput",
-  fields: {
-    billId: { type: ScalarTypeEnum.String_unsecure(), isOptional: false },
-    recipientEmail: { type: ScalarTypeEnum.EmailAddress(), isOptional: false },
-    recipientPhone: {
-      type: ScalarTypeEnum.String_unsecure(),
-      isOptional: true
-    },
-    dueDate: { type: ScalarTypeEnum.Date(), isOptional: false },
-    amountCents: { type: ScalarTypeEnum.Int_unsecure(), isOptional: false },
-    currency: { type: ScalarTypeEnum.Currency(), isOptional: false },
-    channel: { type: ChannelEnum, isOptional: false },
-    memo: { type: ScalarTypeEnum.String_unsecure(), isOptional: true }
-  }
-});
-var PaymentReminderOutputModel = defineSchemaModel({
-  name: "PaymentReminderOutput",
-  fields: {
-    reminderId: { type: ScalarTypeEnum.String_unsecure(), isOptional: false },
-    scheduledAt: { type: ScalarTypeEnum.Date(), isOptional: false }
-  }
-});
-var schedulePaymentReminderContract = defineCommand({
-  meta: {
-    key: "pfo.reminders.schedule-payment",
-    version: "1.0.0",
-    description: "Queues outbound email/SMS reminders for upcoming bills and adds an optional calendar hold.",
-    goal: "Ensure bills are paid on time by notifying users.",
-    context: "Finance automation. Reminders are sent via configured channels (email, SMS).",
-    owners: [OwnersEnum.PlatformFinance],
-    tags: ["payments", "reminders", TagsEnum.Automation],
-    stability: StabilityEnum.Beta
-  },
-  io: {
-    input: PaymentReminderInputModel,
-    output: PaymentReminderOutputModel
-  },
-  policy: {
-    auth: "user"
-  }
-});
-var FinancialSummaryInputModel = defineSchemaModel({
-  name: "FinancialSummaryInput",
-  fields: {
-    period: { type: PeriodEnum, isOptional: false },
-    includeVoiceSummary: { type: ScalarTypeEnum.Boolean(), isOptional: false }
-  }
-});
-var SummaryHighlightModel = defineSchemaModel({
-  name: "SummaryHighlight",
-  fields: {
-    label: { type: ScalarTypeEnum.String_unsecure(), isOptional: false },
-    value: { type: ScalarTypeEnum.String_unsecure(), isOptional: false }
-  }
-});
-var FinancialSummaryOutputModel = defineSchemaModel({
-  name: "FinancialSummaryOutput",
-  fields: {
-    summaryId: { type: ScalarTypeEnum.String_unsecure(), isOptional: false },
-    generatedAt: { type: ScalarTypeEnum.Date(), isOptional: false },
-    markdown: { type: ScalarTypeEnum.String_unsecure(), isOptional: false },
-    highlights: {
-      type: SummaryHighlightModel,
-      isOptional: false,
-      isArray: true
-    },
-    cashflowDelta: { type: ScalarTypeEnum.Float_unsecure(), isOptional: false }
-  }
-});
-var generateFinancialSummaryContract = defineQuery({
-  meta: {
-    key: "pfo.summary.generate",
-    version: "1.0.0",
-    description: "Runs RAG over financial documents and email threads to provide a natural-language summary with key metrics.",
-    goal: "Provide a quick overview of financial status and recent activity.",
-    context: "Uses RAG over ingested knowledge. Summaries can be dispatched or viewed in app.",
-    owners: [OwnersEnum.PlatformFinance],
-    tags: ["summary", "ai", TagsEnum.Automation],
-    stability: StabilityEnum.Beta
-  },
-  io: {
-    input: FinancialSummaryInputModel,
-    output: FinancialSummaryOutputModel
-  },
-  policy: {
-    auth: "user"
-  }
-});
-var SyncEmailThreadsInputModel = defineSchemaModel({
-  name: "SyncEmailThreadsInput",
-  fields: {
-    labelIds: {
-      type: ScalarTypeEnum.String_unsecure(),
-      isOptional: false,
-      isArray: true
-    },
-    maxThreads: { type: ScalarTypeEnum.Int_unsecure(), isOptional: false },
-    syncSinceMinutes: {
-      type: ScalarTypeEnum.Int_unsecure(),
-      isOptional: false
-    }
-  }
-});
-var SyncEmailThreadsOutputModel = defineSchemaModel({
-  name: "SyncEmailThreadsOutput",
-  fields: {
-    syncedThreads: { type: ScalarTypeEnum.Int_unsecure(), isOptional: false },
-    lastMessageAt: { type: ScalarTypeEnum.Date(), isOptional: true }
-  }
-});
-var syncEmailThreadsContract = defineCommand({
-  meta: {
-    key: "pfo.email.sync-threads",
-    version: "1.0.0",
-    description: "Triggers ingestion of Gmail threads into the operational knowledge space.",
-    goal: "Keep knowledge base up to date with email communications.",
-    context: "Syncs from Gmail integration. Only includes threads matching configured labels.",
-    owners: [OwnersEnum.PlatformMessaging],
-    tags: ["gmail", "knowledge", TagsEnum.Automation],
-    stability: StabilityEnum.Beta
-  },
-  io: {
-    input: SyncEmailThreadsInputModel,
-    output: SyncEmailThreadsOutputModel
-  },
-  policy: {
-    auth: "user"
-  }
-});
-var SummaryDispatchInputModel = defineSchemaModel({
-  name: "SummaryDispatchInput",
-  fields: {
-    summaryId: { type: ScalarTypeEnum.String_unsecure(), isOptional: false },
-    recipientEmail: { type: ScalarTypeEnum.EmailAddress(), isOptional: false },
-    recipientName: {
-      type: ScalarTypeEnum.String_unsecure(),
-      isOptional: true
-    },
-    includeVoice: { type: ScalarTypeEnum.Boolean(), isOptional: false },
-    voiceRecipient: {
-      type: ScalarTypeEnum.String_unsecure(),
-      isOptional: true
-    }
-  }
-});
-var SummaryDispatchOutputModel = defineSchemaModel({
-  name: "SummaryDispatchOutput",
-  fields: {
-    dispatchId: { type: ScalarTypeEnum.String_unsecure(), isOptional: false },
-    emailSent: { type: ScalarTypeEnum.Boolean(), isOptional: false },
-    voiceUrl: { type: ScalarTypeEnum.String_unsecure(), isOptional: true }
-  }
-});
-var dispatchFinancialSummaryContract = defineCommand({
-  meta: {
-    key: "pfo.summary.dispatch",
-    version: "1.0.0",
-    description: "Delivers the generated summary via email and optionally synthesises a voice note.",
-    goal: "Deliver financial insights to users proactively.",
-    context: "Dispatches summaries generated by pfo.summary.generate via email or voice.",
-    owners: [OwnersEnum.PlatformMessaging],
-    tags: ["summary", "communications", TagsEnum.Automation],
-    stability: StabilityEnum.Experimental
-  },
-  io: {
-    input: SummaryDispatchInputModel,
-    output: SummaryDispatchOutputModel
-  },
-  policy: {
-    auth: "user"
-  }
-});
-var OpenBankingOverviewInputModel = defineSchemaModel({
-  name: "OpenBankingOverviewInput",
-  fields: {
-    tenantId: { type: ScalarTypeEnum.String_unsecure(), isOptional: false },
-    accountIds: {
-      type: ScalarTypeEnum.String_unsecure(),
-      isOptional: true,
-      isArray: true
-    },
-    period: { type: ObPeriodEnum, isOptional: false },
-    asOf: { type: ScalarTypeEnum.Date(), isOptional: true },
-    includeCategories: { type: ScalarTypeEnum.Boolean(), isOptional: false },
-    includeCashflowTrend: { type: ScalarTypeEnum.Boolean(), isOptional: false }
-  }
-});
-var OpenBankingOverviewOutputModel = defineSchemaModel({
-  name: "OpenBankingOverviewOutput",
-  fields: {
-    knowledgeEntryId: {
-      type: ScalarTypeEnum.String_unsecure(),
-      isOptional: false
-    },
-    periodStart: { type: ScalarTypeEnum.Date(), isOptional: false },
-    periodEnd: { type: ScalarTypeEnum.Date(), isOptional: false },
-    generatedAt: { type: ScalarTypeEnum.Date(), isOptional: false },
-    summaryPath: { type: ScalarTypeEnum.String_unsecure(), isOptional: true }
-  }
-});
-var generateOpenBankingOverviewContract = defineCommand({
-  meta: {
-    key: "pfo.openbanking.generate-overview",
-    version: "1.0.0",
-    description: "Aggregates balances and transactions into a derived financial overview stored in the knowledge layer.",
-    goal: "Create a periodic financial snapshot.",
-    context: "Aggregates data from open banking integration into a document.",
-    owners: [OwnersEnum.PlatformFinance],
-    tags: ["open-banking", "summary", TagsEnum.Automation],
-    stability: StabilityEnum.Experimental
-  },
-  io: {
-    input: OpenBankingOverviewInputModel,
-    output: OpenBankingOverviewOutputModel
-  },
-  policy: {
-    auth: "user"
-  },
-  telemetry: {
-    success: {
-      event: {
-        key: OPENBANKING_TELEMETRY_EVENTS.overviewGenerated,
-        version: "1.0.0"
-      }
-    }
-  }
-});
-var pocketFamilyOfficeContracts = {
-  "pfo.documents.upload": uploadDocumentContract,
-  "pfo.reminders.schedule-payment": schedulePaymentReminderContract,
-  "pfo.summary.generate": generateFinancialSummaryContract,
-  "pfo.summary.dispatch": dispatchFinancialSummaryContract,
-  "pfo.email.sync-threads": syncEmailThreadsContract,
-  "pfo.openbanking.generate-overview": generateOpenBankingOverviewContract
-};
-export {
-  uploadDocumentContract,
-  syncEmailThreadsContract,
-  schedulePaymentReminderContract,
-  pocketFamilyOfficeContracts,
-  generateOpenBankingOverviewContract,
-  generateFinancialSummaryContract,
-  dispatchFinancialSummaryContract
-};
+import{OPENBANKING_TELEMETRY_EVENTS as H}from"@contractspec/lib.contracts-integrations";import{defineCommand as z,defineQuery as J}from"@contractspec/lib.contracts-spec";import{OwnersEnum as j,StabilityEnum as q,TagsEnum as x}from"@contractspec/lib.contracts-spec/ownership";import{defineEnum as D,defineSchemaModel as f,ScalarTypeEnum as b}from"@contractspec/lib.schema";var Q=D("Source",["upload","email","sync"]),U=D("Channel",["email","sms","both"]),W=D("Period",["P7d","P30d","P90d"]),X=D("ObPeriod",["Pweek","Pmonth","Pquarter"]),Z=f({name:"UploadDocumentInput",fields:{bucket:{type:b.NonEmptyString(),isOptional:!1},objectKey:{type:b.NonEmptyString(),isOptional:!1},mimeType:{type:b.NonEmptyString(),isOptional:!1},bytes:{type:b.Int_unsecure(),isOptional:!1},tags:{type:b.String_unsecure(),isOptional:!1,isArray:!0},uploadedAt:{type:b.Date(),isOptional:!1},source:{type:Q,isOptional:!1}}}),$=f({name:"UploadDocumentOutput",fields:{documentId:{type:b.String_unsecure(),isOptional:!1},ingestionJobId:{type:b.String_unsecure(),isOptional:!1}}}),k=z({meta:{key:"pfo.documents.upload",version:"1.0.0",description:"Stores an object in tenant storage and schedules ingestion into the knowledge base.",goal:"Allow users to ingest financial documents for processing.",context:"Part of the finance domain. Documents are uploaded to object storage and then processed by the ingestion pipeline.",owners:[j.PlatformFinance],tags:["documents","ingestion",x.Guide],stability:q.Experimental},io:{input:Z,output:$},policy:{auth:"user",rateLimit:{rpm:30,key:"user"}}}),A=f({name:"PaymentReminderInput",fields:{billId:{type:b.String_unsecure(),isOptional:!1},recipientEmail:{type:b.EmailAddress(),isOptional:!1},recipientPhone:{type:b.String_unsecure(),isOptional:!0},dueDate:{type:b.Date(),isOptional:!1},amountCents:{type:b.Int_unsecure(),isOptional:!1},currency:{type:b.Currency(),isOptional:!1},channel:{type:U,isOptional:!1},memo:{type:b.String_unsecure(),isOptional:!0}}}),F=f({name:"PaymentReminderOutput",fields:{reminderId:{type:b.String_unsecure(),isOptional:!1},scheduledAt:{type:b.Date(),isOptional:!1}}}),G=z({meta:{key:"pfo.reminders.schedule-payment",version:"1.0.0",description:"Queues outbound email/SMS reminders for upcoming bills and adds an optional calendar hold.",goal:"Ensure bills are paid on time by notifying users.",context:"Finance automation. Reminders are sent via configured channels (email, SMS).",owners:[j.PlatformFinance],tags:["payments","reminders",x.Automation],stability:q.Beta},io:{input:A,output:F},policy:{auth:"user"}}),K=f({name:"FinancialSummaryInput",fields:{period:{type:W,isOptional:!1},includeVoiceSummary:{type:b.Boolean(),isOptional:!1}}}),L=f({name:"SummaryHighlight",fields:{label:{type:b.String_unsecure(),isOptional:!1},value:{type:b.String_unsecure(),isOptional:!1}}}),V=f({name:"FinancialSummaryOutput",fields:{summaryId:{type:b.String_unsecure(),isOptional:!1},generatedAt:{type:b.Date(),isOptional:!1},markdown:{type:b.String_unsecure(),isOptional:!1},highlights:{type:L,isOptional:!1,isArray:!0},cashflowDelta:{type:b.Float_unsecure(),isOptional:!1}}}),Y=J({meta:{key:"pfo.summary.generate",version:"1.0.0",description:"Runs RAG over financial documents and email threads to provide a natural-language summary with key metrics.",goal:"Provide a quick overview of financial status and recent activity.",context:"Uses RAG over ingested knowledge. Summaries can be dispatched or viewed in app.",owners:[j.PlatformFinance],tags:["summary","ai",x.Automation],stability:q.Beta},io:{input:K,output:V},policy:{auth:"user"}}),g=f({name:"SyncEmailThreadsInput",fields:{labelIds:{type:b.String_unsecure(),isOptional:!1,isArray:!0},maxThreads:{type:b.Int_unsecure(),isOptional:!1},syncSinceMinutes:{type:b.Int_unsecure(),isOptional:!1}}}),v=f({name:"SyncEmailThreadsOutput",fields:{syncedThreads:{type:b.Int_unsecure(),isOptional:!1},lastMessageAt:{type:b.Date(),isOptional:!0}}}),B=z({meta:{key:"pfo.email.sync-threads",version:"1.0.0",description:"Triggers ingestion of Gmail threads into the operational knowledge space.",goal:"Keep knowledge base up to date with email communications.",context:"Syncs from Gmail integration. Only includes threads matching configured labels.",owners:[j.PlatformMessaging],tags:["gmail","knowledge",x.Automation],stability:q.Beta},io:{input:g,output:v},policy:{auth:"user"}}),P=f({name:"SummaryDispatchInput",fields:{summaryId:{type:b.String_unsecure(),isOptional:!1},recipientEmail:{type:b.EmailAddress(),isOptional:!1},recipientName:{type:b.String_unsecure(),isOptional:!0},includeVoice:{type:b.Boolean(),isOptional:!1},voiceRecipient:{type:b.String_unsecure(),isOptional:!0}}}),R=f({name:"SummaryDispatchOutput",fields:{dispatchId:{type:b.String_unsecure(),isOptional:!1},emailSent:{type:b.Boolean(),isOptional:!1},voiceUrl:{type:b.String_unsecure(),isOptional:!0}}}),_=z({meta:{key:"pfo.summary.dispatch",version:"1.0.0",description:"Delivers the generated summary via email and optionally synthesises a voice note.",goal:"Deliver financial insights to users proactively.",context:"Dispatches summaries generated by pfo.summary.generate via email or voice.",owners:[j.PlatformMessaging],tags:["summary","communications",x.Automation],stability:q.Experimental},io:{input:P,output:R},policy:{auth:"user"}}),C=f({name:"OpenBankingOverviewInput",fields:{tenantId:{type:b.String_unsecure(),isOptional:!1},accountIds:{type:b.String_unsecure(),isOptional:!0,isArray:!0},period:{type:X,isOptional:!1},asOf:{type:b.Date(),isOptional:!0},includeCategories:{type:b.Boolean(),isOptional:!1},includeCashflowTrend:{type:b.Boolean(),isOptional:!1}}}),h=f({name:"OpenBankingOverviewOutput",fields:{knowledgeEntryId:{type:b.String_unsecure(),isOptional:!1},periodStart:{type:b.Date(),isOptional:!1},periodEnd:{type:b.Date(),isOptional:!1},generatedAt:{type:b.Date(),isOptional:!1},summaryPath:{type:b.String_unsecure(),isOptional:!0}}}),I=z({meta:{key:"pfo.openbanking.generate-overview",version:"1.0.0",description:"Aggregates balances and transactions into a derived financial overview stored in the knowledge layer.",goal:"Create a periodic financial snapshot.",context:"Aggregates data from open banking integration into a document.",owners:[j.PlatformFinance],tags:["open-banking","summary",x.Automation],stability:q.Experimental},io:{input:C,output:h},policy:{auth:"user"},telemetry:{success:{event:{key:H.overviewGenerated,version:"1.0.0"}}}}),M={"pfo.documents.upload":k,"pfo.reminders.schedule-payment":G,"pfo.summary.generate":Y,"pfo.summary.dispatch":_,"pfo.email.sync-threads":B,"pfo.openbanking.generate-overview":I};export{k as uploadDocumentContract,B as syncEmailThreadsContract,G as schedulePaymentReminderContract,M as pocketFamilyOfficeContracts,I as generateOpenBankingOverviewContract,Y as generateFinancialSummaryContract,_ as dispatchFinancialSummaryContract};

package/dist/pocket-family-office.capability.js

@@ -1,20 +1,2 @@
 // @bun
-// src/pocket-family-office.capability.ts
-import {
-  defineCapability,
-  StabilityEnum
-} from "@contractspec/lib.contracts-spec";
-var PocketFamilyOfficeCapability = defineCapability({
-  meta: {
-    key: "pocket-family-office",
-    version: "1.0.0",
-    kind: "ui",
-    stability: StabilityEnum.Experimental,
-    description: "Personal family office management",
-    owners: ["@platform.finance"],
-    tags: ["family-office", "wealth", "personal"]
-  }
-});
-export {
-  PocketFamilyOfficeCapability
-};
+import{defineCapability as g,StabilityEnum as h}from"@contractspec/lib.contracts-spec";var k=g({meta:{key:"pocket-family-office",version:"1.0.0",kind:"ui",stability:h.Experimental,description:"Personal family office management",owners:["@platform.finance"],tags:["family-office","wealth","personal"]}});export{k as PocketFamilyOfficeCapability};

package/dist/pocket-family-office.feature.js

@@ -1,83 +1,5 @@
 // @bun
-// src/pocket-family-office.feature.ts
-import { defineFeature } from "@contractspec/lib.contracts-spec";
-var PocketFamilyOfficeFeature = defineFeature({
-  meta: {
-    key: "pocket-family-office",
-    version: "1.0.0",
-    title: "Pocket Family Office",
-    description: "Personal finance automation with document ingestion, open banking, and AI summaries",
-    domain: "finance",
-    owners: ["@platform.finance"],
-    tags: [
-      "finance",
-      "open-banking",
-      "documents",
-      "automation",
-      "family-office"
-    ],
-    stability: "experimental"
-  },
-  operations: [
-    { key: "pfo.documents.upload", version: "1.0.0" },
-    { key: "pfo.reminders.schedule-payment", version: "1.0.0" },
-    { key: "pfo.summary.generate", version: "1.0.0" },
-    { key: "pfo.email.sync-threads", version: "1.0.0" },
-    { key: "pfo.summary.dispatch", version: "1.0.0" },
-    { key: "pfo.openbanking.generate-overview", version: "1.0.0" }
-  ],
-  events: [],
-  presentations: [],
-  opToPresentation: [],
-  presentationsTargets: [],
-  capabilities: {
-    provides: [{ key: "pocket-family-office", version: "1.0.0" }],
-    requires: [
-      { key: "identity", version: "1.0.0" },
-      { key: "openbanking", version: "1.0.0" }
-    ]
-  },
-  workflows: [
-    { key: "pfo.workflow.sync-openbanking-accounts", version: "1.0.0" },
-    { key: "pfo.workflow.sync-openbanking-transactions", version: "1.0.0" },
-    { key: "pfo.workflow.refresh-openbanking-balances", version: "1.0.0" },
-    { key: "pfo.workflow.generate-openbanking-overview", version: "1.0.0" },
-    { key: "pfo.workflow.process-uploaded-document", version: "1.0.0" },
-    { key: "pfo.workflow.upcoming-payments-reminder", version: "1.0.0" },
-    { key: "pfo.workflow.generate-financial-summary", version: "1.0.0" },
-    { key: "pfo.workflow.ingest-email-threads", version: "1.0.0" }
-  ],
-  knowledge: [
-    { key: "knowledge.financial-docs", version: "1.0.0" },
-    { key: "knowledge.email-threads", version: "1.0.0" },
-    { key: "knowledge.financial-overview", version: "1.0.0" }
-  ],
-  telemetry: [{ key: "pfo.telemetry", version: "1.0.0" }],
-  policies: [{ key: "pfo.policy.tenancy", version: "1.0.0" }],
-  integrations: [
-    { key: "pfo.integration.openbanking", version: "1.0.0" },
-    { key: "pfo.integration.llm", version: "1.0.0" }
-  ],
-  jobs: [
-    { key: "pfo.job.doc-processing", version: "1.0.0" },
-    { key: "pfo.job.reminder-dispatch", version: "1.0.0" }
-  ],
-  docs: [
-    "docs.examples.pocket-family-office.goal",
-    "docs.examples.pocket-family-office.usage",
-    "docs.examples.pocket-family-office.reference"
-  ]
-});
-var tech_contracts_vertical_pocket_family_office_DocBlocks = [
-  {
-    id: "docs.tech.contracts.vertical-pocket-family-office",
-    title: "Pocket Family Office Vertical",
-    summary: "Pocket Family Office is a ContractSpec reference vertical that",
-    kind: "reference",
-    visibility: "public",
-    route: "/docs/tech/contracts/vertical-pocket-family-office",
-    tags: ["tech", "contracts", "vertical-pocket-family-office"],
-    body: `# Pocket Family Office Vertical
+import{defineFeature as g}from"@contractspec/lib.contracts-spec";var j=g({meta:{key:"pocket-family-office",version:"1.0.0",title:"Pocket Family Office",description:"Personal finance automation with document ingestion, open banking, and AI summaries",domain:"finance",owners:["@platform.finance"],tags:["finance","open-banking","documents","automation","family-office"],stability:"experimental"},operations:[{key:"pfo.documents.upload",version:"1.0.0"},{key:"pfo.reminders.schedule-payment",version:"1.0.0"},{key:"pfo.summary.generate",version:"1.0.0"},{key:"pfo.email.sync-threads",version:"1.0.0"},{key:"pfo.summary.dispatch",version:"1.0.0"},{key:"pfo.openbanking.generate-overview",version:"1.0.0"}],events:[],presentations:[],opToPresentation:[],presentationsTargets:[],capabilities:{provides:[{key:"pocket-family-office",version:"1.0.0"}],requires:[{key:"identity",version:"1.0.0"},{key:"openbanking",version:"1.0.0"}]},workflows:[{key:"pfo.workflow.sync-openbanking-accounts",version:"1.0.0"},{key:"pfo.workflow.sync-openbanking-transactions",version:"1.0.0"},{key:"pfo.workflow.refresh-openbanking-balances",version:"1.0.0"},{key:"pfo.workflow.generate-openbanking-overview",version:"1.0.0"},{key:"pfo.workflow.process-uploaded-document",version:"1.0.0"},{key:"pfo.workflow.upcoming-payments-reminder",version:"1.0.0"},{key:"pfo.workflow.generate-financial-summary",version:"1.0.0"},{key:"pfo.workflow.ingest-email-threads",version:"1.0.0"}],knowledge:[{key:"knowledge.financial-docs",version:"1.0.0"},{key:"knowledge.email-threads",version:"1.0.0"},{key:"knowledge.financial-overview",version:"1.0.0"}],telemetry:[{key:"pfo.telemetry",version:"1.0.0"}],policies:[{key:"pfo.policy.tenancy",version:"1.0.0"}],integrations:[{key:"pfo.integration.openbanking",version:"1.0.0"},{key:"pfo.integration.llm",version:"1.0.0"}],jobs:[{key:"pfo.job.doc-processing",version:"1.0.0"},{key:"pfo.job.reminder-dispatch",version:"1.0.0"}],docs:["docs.examples.pocket-family-office.goal","docs.examples.pocket-family-office.usage","docs.examples.pocket-family-office.reference"]}),k=[{id:"docs.tech.contracts.vertical-pocket-family-office",title:"Pocket Family Office Vertical",summary:"Pocket Family Office is a ContractSpec reference vertical that",kind:"reference",visibility:"public",route:"/docs/tech/contracts/vertical-pocket-family-office",tags:["tech","contracts","vertical-pocket-family-office"],body:`# Pocket Family Office Vertical
 
 Pocket Family Office is a ContractSpec reference vertical that
 demonstrates finance automation atop the integration and knowledge
@@ -182,10 +104,4 @@ tenant-specific IDs/secret references before deploying.
 
 
 
-`
-  }
-];
-export {
-  tech_contracts_vertical_pocket_family_office_DocBlocks,
-  PocketFamilyOfficeFeature
-};
+`}];export{k as tech_contracts_vertical_pocket_family_office_DocBlocks,j as PocketFamilyOfficeFeature};