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

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Files changed (64) hide show
  1. package/dist/blueprint.js +1 -197
  2. package/dist/browser/blueprint.js +1 -197
  3. package/dist/browser/connections/samples.js +1 -197
  4. package/dist/browser/docs/index.js +3 -48
  5. package/dist/browser/docs/pocket-family-office.docblock.js +3 -48
  6. package/dist/browser/example.js +1 -42
  7. package/dist/browser/index.js +4 -1660
  8. package/dist/browser/knowledge/sources.sample.js +1 -70
  9. package/dist/browser/operations/index.js +1 -314
  10. package/dist/browser/pocket-family-office.capability.js +1 -19
  11. package/dist/browser/pocket-family-office.feature.js +2 -86
  12. package/dist/browser/telemetry.js +1 -176
  13. package/dist/browser/tenant.sample.js +1 -71
  14. package/dist/browser/workflows/generate-financial-summary.js +1 -58
  15. package/dist/browser/workflows/generate-openbanking-overview.js +1 -52
  16. package/dist/browser/workflows/index.js +1 -467
  17. package/dist/browser/workflows/ingest-email-threads.js +1 -56
  18. package/dist/browser/workflows/process-uploaded-document.js +1 -54
  19. package/dist/browser/workflows/refresh-openbanking-balances.js +1 -64
  20. package/dist/browser/workflows/sync-openbanking-accounts.js +1 -64
  21. package/dist/browser/workflows/sync-openbanking-transactions.js +1 -64
  22. package/dist/browser/workflows/upcoming-payments-reminder.js +1 -62
  23. package/dist/connections/samples.js +1 -197
  24. package/dist/docs/index.js +3 -48
  25. package/dist/docs/pocket-family-office.docblock.js +3 -48
  26. package/dist/example.js +1 -42
  27. package/dist/index.js +4 -1660
  28. package/dist/knowledge/sources.sample.js +1 -70
  29. package/dist/node/blueprint.js +1 -197
  30. package/dist/node/connections/samples.js +1 -197
  31. package/dist/node/docs/index.js +3 -48
  32. package/dist/node/docs/pocket-family-office.docblock.js +3 -48
  33. package/dist/node/example.js +1 -42
  34. package/dist/node/index.js +4 -1660
  35. package/dist/node/knowledge/sources.sample.js +1 -70
  36. package/dist/node/operations/index.js +1 -314
  37. package/dist/node/pocket-family-office.capability.js +1 -19
  38. package/dist/node/pocket-family-office.feature.js +2 -86
  39. package/dist/node/telemetry.js +1 -176
  40. package/dist/node/tenant.sample.js +1 -71
  41. package/dist/node/workflows/generate-financial-summary.js +1 -58
  42. package/dist/node/workflows/generate-openbanking-overview.js +1 -52
  43. package/dist/node/workflows/index.js +1 -467
  44. package/dist/node/workflows/ingest-email-threads.js +1 -56
  45. package/dist/node/workflows/process-uploaded-document.js +1 -54
  46. package/dist/node/workflows/refresh-openbanking-balances.js +1 -64
  47. package/dist/node/workflows/sync-openbanking-accounts.js +1 -64
  48. package/dist/node/workflows/sync-openbanking-transactions.js +1 -64
  49. package/dist/node/workflows/upcoming-payments-reminder.js +1 -62
  50. package/dist/operations/index.js +1 -314
  51. package/dist/pocket-family-office.capability.js +1 -19
  52. package/dist/pocket-family-office.feature.js +2 -86
  53. package/dist/telemetry.js +1 -176
  54. package/dist/tenant.sample.js +1 -71
  55. package/dist/workflows/generate-financial-summary.js +1 -58
  56. package/dist/workflows/generate-openbanking-overview.js +1 -52
  57. package/dist/workflows/index.js +1 -467
  58. package/dist/workflows/ingest-email-threads.js +1 -56
  59. package/dist/workflows/process-uploaded-document.js +1 -54
  60. package/dist/workflows/refresh-openbanking-balances.js +1 -64
  61. package/dist/workflows/sync-openbanking-accounts.js +1 -64
  62. package/dist/workflows/sync-openbanking-transactions.js +1 -64
  63. package/dist/workflows/upcoming-payments-reminder.js +1 -62
  64. package/package.json +7 -7
@@ -1,15 +1,4 @@
1
- // src/docs/pocket-family-office.docblock.ts
2
- import { registerDocBlocks } from "@contractspec/lib.contracts-spec/docs";
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- var pocketFamilyOfficeDocBlocks = [
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- {
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- id: "docs.examples.pocket-family-office.goal",
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- title: "Pocket Family Office — Goal",
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- summary: "Secure personal finance automation combining documents and open banking.",
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- kind: "goal",
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- visibility: "public",
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- route: "/docs/examples/pocket-family-office/goal",
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- tags: ["finance", "goal"],
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- body: `## Why it matters
1
+ import{registerDocBlocks as h}from"@contractspec/lib.contracts-spec/docs";var j=[{id:"docs.examples.pocket-family-office.goal",title:"Pocket Family Office — Goal",summary:"Secure personal finance automation combining documents and open banking.",kind:"goal",visibility:"public",route:"/docs/examples/pocket-family-office/goal",tags:["finance","goal"],body:`## Why it matters
13
2
  - Automate document ingestion (receipts, statements) and link to transactions.
14
3
  - Provides a "family office" grade overview for individuals.
15
4
  - Uses open banking for real-time data and AI for insights.
@@ -22,17 +11,7 @@ var pocketFamilyOfficeDocBlocks = [
22
11
  ## Success criteria
23
12
  - Successful ingestion and classification of documents.
24
13
  - Accurate syncing of open banking data.
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- - Generation of useful financial summaries.`
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- },
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- {
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- id: "docs.examples.pocket-family-office.usage",
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- title: "Pocket Family Office — Usage",
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- summary: "How to deploy and use the personal finance automation template.",
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- kind: "usage",
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- visibility: "public",
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- route: "/docs/examples/pocket-family-office/usage",
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- tags: ["finance", "usage"],
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- body: `## Setup
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+ - Generation of useful financial summaries.`},{id:"docs.examples.pocket-family-office.usage",title:"Pocket Family Office — Usage",summary:"How to deploy and use the personal finance automation template.",kind:"usage",visibility:"public",route:"/docs/examples/pocket-family-office/usage",tags:["finance","usage"],body:`## Setup
36
15
  1) Configure Open Banking credentials (e.g., using a provider mock or sandbox).
37
16
  2) internalize the 'pocket-family-office' feature into your workspace.
38
17
  3) Set up document storage buckets/paths.
@@ -44,28 +23,4 @@ var pocketFamilyOfficeDocBlocks = [
44
23
 
45
24
  ## Guardrails
46
25
  - PII is redacted in summaries by default.
47
- - Read-only access to bank data (no write/payment initiation in this template).`
48
- },
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- {
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- id: "docs.examples.pocket-family-office.reference",
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- title: "Pocket Family Office — Reference",
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- summary: "Key components of the Pocket Family Office system.",
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- kind: "reference",
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- visibility: "public",
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- route: "/docs/examples/pocket-family-office",
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- tags: ["finance", "reference"],
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- body: `## Workflows
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- - \`process-uploaded-document\`: Extracts data from PDFs/Images.
59
- - \`sync-openbanking-transactions\`: Fetches latest transactions.
60
- - \`generate-financial-summary\`: AI-driven report generation.
61
- - \`upcoming-payments-reminder\`: Scans needed actions.
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-
63
- ## Operations
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- - \`pfo.documents.upload\`: Secure upload endpoint for documents.
65
-
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- ## Capabilities
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- - Requires: \`identity\`, \`openbanking\`.
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- - Provides: \`pocket-family-office\`.`
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- }
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- ];
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- registerDocBlocks(pocketFamilyOfficeDocBlocks);
26
+ - Read-only access to bank data (no write/payment initiation in this template).`},{id:"docs.examples.pocket-family-office.reference",title:"Pocket Family Office — Reference",summary:"Key components of the Pocket Family Office system.",kind:"reference",visibility:"public",route:"/docs/examples/pocket-family-office",tags:["finance","reference"],body:"## Workflows\n- `process-uploaded-document`: Extracts data from PDFs/Images.\n- `sync-openbanking-transactions`: Fetches latest transactions.\n- `generate-financial-summary`: AI-driven report generation.\n- `upcoming-payments-reminder`: Scans needed actions.\n\n## Operations\n- `pfo.documents.upload`: Secure upload endpoint for documents.\n\n## Capabilities\n- Requires: `identity`, `openbanking`.\n- Provides: `pocket-family-office`."}];h(j);
@@ -1,15 +1,4 @@
1
- // src/docs/pocket-family-office.docblock.ts
2
- import { registerDocBlocks } from "@contractspec/lib.contracts-spec/docs";
3
- var pocketFamilyOfficeDocBlocks = [
4
- {
5
- id: "docs.examples.pocket-family-office.goal",
6
- title: "Pocket Family Office — Goal",
7
- summary: "Secure personal finance automation combining documents and open banking.",
8
- kind: "goal",
9
- visibility: "public",
10
- route: "/docs/examples/pocket-family-office/goal",
11
- tags: ["finance", "goal"],
12
- body: `## Why it matters
1
+ import{registerDocBlocks as h}from"@contractspec/lib.contracts-spec/docs";var j=[{id:"docs.examples.pocket-family-office.goal",title:"Pocket Family Office — Goal",summary:"Secure personal finance automation combining documents and open banking.",kind:"goal",visibility:"public",route:"/docs/examples/pocket-family-office/goal",tags:["finance","goal"],body:`## Why it matters
13
2
  - Automate document ingestion (receipts, statements) and link to transactions.
14
3
  - Provides a "family office" grade overview for individuals.
15
4
  - Uses open banking for real-time data and AI for insights.
@@ -22,17 +11,7 @@ var pocketFamilyOfficeDocBlocks = [
22
11
  ## Success criteria
23
12
  - Successful ingestion and classification of documents.
24
13
  - Accurate syncing of open banking data.
25
- - Generation of useful financial summaries.`
26
- },
27
- {
28
- id: "docs.examples.pocket-family-office.usage",
29
- title: "Pocket Family Office — Usage",
30
- summary: "How to deploy and use the personal finance automation template.",
31
- kind: "usage",
32
- visibility: "public",
33
- route: "/docs/examples/pocket-family-office/usage",
34
- tags: ["finance", "usage"],
35
- body: `## Setup
14
+ - Generation of useful financial summaries.`},{id:"docs.examples.pocket-family-office.usage",title:"Pocket Family Office — Usage",summary:"How to deploy and use the personal finance automation template.",kind:"usage",visibility:"public",route:"/docs/examples/pocket-family-office/usage",tags:["finance","usage"],body:`## Setup
36
15
  1) Configure Open Banking credentials (e.g., using a provider mock or sandbox).
37
16
  2) internalize the 'pocket-family-office' feature into your workspace.
38
17
  3) Set up document storage buckets/paths.
@@ -44,28 +23,4 @@ var pocketFamilyOfficeDocBlocks = [
44
23
 
45
24
  ## Guardrails
46
25
  - PII is redacted in summaries by default.
47
- - Read-only access to bank data (no write/payment initiation in this template).`
48
- },
49
- {
50
- id: "docs.examples.pocket-family-office.reference",
51
- title: "Pocket Family Office — Reference",
52
- summary: "Key components of the Pocket Family Office system.",
53
- kind: "reference",
54
- visibility: "public",
55
- route: "/docs/examples/pocket-family-office",
56
- tags: ["finance", "reference"],
57
- body: `## Workflows
58
- - \`process-uploaded-document\`: Extracts data from PDFs/Images.
59
- - \`sync-openbanking-transactions\`: Fetches latest transactions.
60
- - \`generate-financial-summary\`: AI-driven report generation.
61
- - \`upcoming-payments-reminder\`: Scans needed actions.
62
-
63
- ## Operations
64
- - \`pfo.documents.upload\`: Secure upload endpoint for documents.
65
-
66
- ## Capabilities
67
- - Requires: \`identity\`, \`openbanking\`.
68
- - Provides: \`pocket-family-office\`.`
69
- }
70
- ];
71
- registerDocBlocks(pocketFamilyOfficeDocBlocks);
26
+ - Read-only access to bank data (no write/payment initiation in this template).`},{id:"docs.examples.pocket-family-office.reference",title:"Pocket Family Office — Reference",summary:"Key components of the Pocket Family Office system.",kind:"reference",visibility:"public",route:"/docs/examples/pocket-family-office",tags:["finance","reference"],body:"## Workflows\n- `process-uploaded-document`: Extracts data from PDFs/Images.\n- `sync-openbanking-transactions`: Fetches latest transactions.\n- `generate-financial-summary`: AI-driven report generation.\n- `upcoming-payments-reminder`: Scans needed actions.\n\n## Operations\n- `pfo.documents.upload`: Secure upload endpoint for documents.\n\n## Capabilities\n- Requires: `identity`, `openbanking`.\n- Provides: `pocket-family-office`."}];h(j);
@@ -1,42 +1 @@
1
- // src/example.ts
2
- import { defineExample } from "@contractspec/lib.contracts-spec";
3
- var example = defineExample({
4
- meta: {
5
- key: "pocket-family-office",
6
- version: "1.0.0",
7
- title: "Pocket Family Office",
8
- description: "Personal finance automation with document ingestion, open banking, and AI summaries",
9
- kind: "template",
10
- visibility: "public",
11
- stability: "experimental",
12
- owners: ["@platform.finance"],
13
- tags: [
14
- "finance",
15
- "open-banking",
16
- "documents",
17
- "automation",
18
- "family-office"
19
- ]
20
- },
21
- docs: {
22
- rootDocId: "docs.examples.pocket-family-office"
23
- },
24
- entrypoints: {
25
- packageName: "@contractspec/example.pocket-family-office",
26
- feature: "./feature",
27
- docs: "./docs"
28
- },
29
- surfaces: {
30
- templates: true,
31
- sandbox: {
32
- enabled: true,
33
- modes: ["playground", "specs", "builder"]
34
- },
35
- studio: { enabled: true, installable: true },
36
- mcp: { enabled: true }
37
- }
38
- });
39
- var example_default = example;
40
- export {
41
- example_default as default
42
- };
1
+ import{defineExample as g}from"@contractspec/lib.contracts-spec";var h=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",kind:"template",visibility:"public",stability:"experimental",owners:["@platform.finance"],tags:["finance","open-banking","documents","automation","family-office"]},docs:{rootDocId:"docs.examples.pocket-family-office"},entrypoints:{packageName:"@contractspec/example.pocket-family-office",feature:"./feature",docs:"./docs"},surfaces:{templates:!0,sandbox:{enabled:!0,modes:["playground","specs","builder"]},studio:{enabled:!0,installable:!0},mcp:{enabled:!0}}}),q=h;export{q as default};