@contractspec/example.pocket-family-office 3.7.17 → 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.js +1 -58
- package/dist/workflows/generate-openbanking-overview.js +1 -52
- package/dist/workflows/index.js +1 -467
- package/dist/workflows/ingest-email-threads.js +1 -56
- package/dist/workflows/process-uploaded-document.js +1 -54
- package/dist/workflows/refresh-openbanking-balances.js +1 -64
- package/dist/workflows/sync-openbanking-accounts.js +1 -64
- package/dist/workflows/sync-openbanking-transactions.js +1 -64
- package/dist/workflows/upcoming-payments-reminder.js +1 -62
- package/package.json +7 -7
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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
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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
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- Automate document ingestion (receipts, statements) and link to transactions.
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- Provides a "family office" grade overview for individuals.
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- Uses open banking for real-time data and AI for insights.
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## Success criteria
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- Successful ingestion and classification of documents.
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- 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
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1) Configure Open Banking credentials (e.g., using a provider mock or sandbox).
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2) internalize the 'pocket-family-office' feature into your workspace.
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3) Set up document storage buckets/paths.
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## Guardrails
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- PII is redacted in summaries by default.
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- Read-only access to bank data (no write/payment initiation in this template).`
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},
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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.
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- \`sync-openbanking-transactions\`: Fetches latest transactions.
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- \`generate-financial-summary\`: AI-driven report generation.
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- \`upcoming-payments-reminder\`: Scans needed actions.
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## Operations
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- \`pfo.documents.upload\`: Secure upload endpoint for documents.
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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);
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- 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);
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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
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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
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- Automate document ingestion (receipts, statements) and link to transactions.
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- Provides a "family office" grade overview for individuals.
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- Uses open banking for real-time data and AI for insights.
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## Success criteria
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- Successful ingestion and classification of documents.
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- 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
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1) Configure Open Banking credentials (e.g., using a provider mock or sandbox).
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2) internalize the 'pocket-family-office' feature into your workspace.
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3) Set up document storage buckets/paths.
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## Guardrails
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- PII is redacted in summaries by default.
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- Read-only access to bank data (no write/payment initiation in this template).`
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},
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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.
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- \`sync-openbanking-transactions\`: Fetches latest transactions.
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- \`generate-financial-summary\`: AI-driven report generation.
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- \`upcoming-payments-reminder\`: Scans needed actions.
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## Operations
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- \`pfo.documents.upload\`: Secure upload endpoint for documents.
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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);
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- 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);
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package/dist/browser/example.js
CHANGED
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import { defineExample } from "@contractspec/lib.contracts-spec";
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var example = defineExample({
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meta: {
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key: "pocket-family-office",
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version: "1.0.0",
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title: "Pocket Family Office",
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description: "Personal finance automation with document ingestion, open banking, and AI summaries",
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kind: "template",
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visibility: "public",
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stability: "experimental",
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owners: ["@platform.finance"],
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tags: [
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"finance",
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"open-banking",
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"documents",
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"automation",
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"family-office"
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]
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},
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docs: {
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rootDocId: "docs.examples.pocket-family-office"
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},
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entrypoints: {
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packageName: "@contractspec/example.pocket-family-office",
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feature: "./feature",
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docs: "./docs"
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},
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surfaces: {
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templates: true,
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sandbox: {
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enabled: true,
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modes: ["playground", "specs", "builder"]
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},
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studio: { enabled: true, installable: true },
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mcp: { enabled: true }
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}
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});
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var example_default = example;
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export {
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example_default as default
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};
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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};
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