@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 {
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OwnersEnum,
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StabilityEnum,
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TagsEnum
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} from "@contractspec/lib.contracts-spec";
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import { defineWorkflow } from "@contractspec/lib.contracts-spec/workflow/spec";
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var ACCOUNT_CAPABILITY = {
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key: "openbanking.accounts.read",
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version: "1.0.0"
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};
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var syncOpenBankingAccountsWorkflow = defineWorkflow({
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meta: {
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key: "pfo.workflow.sync-openbanking-accounts",
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version: "1.0.0",
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title: "Synchronise Open Banking Accounts",
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description: "Validates Powens connectivity and synchronises bank account metadata into the canonical ledger.",
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domain: "finance",
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owners: [OwnersEnum.PlatformFinance],
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tags: ["open-banking", "powens", TagsEnum.Automation],
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stability: StabilityEnum.Experimental
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},
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definition: {
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entryStepId: "sync-accounts",
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steps: [
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{
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id: "sync-accounts",
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type: "automation",
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label: "Sync Accounts",
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description: "Refresh linked bank accounts via Powens and upsert canonical BankAccount records.",
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action: {
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operation: { key: "openbanking.accounts.sync", version: "1.0.0" }
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},
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requiredIntegrations: ["primaryOpenBanking"],
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requiredCapabilities: [ACCOUNT_CAPABILITY],
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retry: {
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maxAttempts: 3,
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backoff: "exponential",
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delayMs: 1000
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}
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},
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{
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id: "fetch-accounts",
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type: "automation",
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label: "Fetch Accounts",
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description: "Retrieve the latest canonical account snapshot for downstream consumers.",
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action: {
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operation: { key: "openbanking.accounts.list", version: "1.0.0" }
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},
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requiredIntegrations: ["primaryOpenBanking"],
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requiredCapabilities: [ACCOUNT_CAPABILITY],
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retry: {
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maxAttempts: 2,
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backoff: "linear",
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delayMs: 750
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}
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}
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],
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transitions: [{ from: "sync-accounts", to: "fetch-accounts" }]
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}
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});
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export {
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syncOpenBankingAccountsWorkflow
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};
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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};
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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";
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import { defineWorkflow } from "@contractspec/lib.contracts-spec/workflow/spec";
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var TRANSACTION_CAPABILITY = {
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key: "openbanking.transactions.read",
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version: "1.0.0"
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};
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var syncOpenBankingTransactionsWorkflow = defineWorkflow({
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meta: {
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key: "pfo.workflow.sync-openbanking-transactions",
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version: "1.0.0",
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title: "Synchronise Open Banking Transactions",
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description: "Fetches recent transactions from Powens for each linked account and stores them in the canonical ledger.",
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domain: "finance",
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owners: [OwnersEnum.PlatformFinance],
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tags: ["open-banking", "powens", TagsEnum.Automation],
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stability: StabilityEnum.Experimental
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},
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definition: {
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entryStepId: "sync-transactions",
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steps: [
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{
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id: "sync-transactions",
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type: "automation",
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label: "Sync Transactions",
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description: "Call the Powens provider to pull incremental transactions for active accounts.",
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action: {
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operation: { key: "openbanking.transactions.sync", version: "1.0.0" }
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},
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requiredIntegrations: ["primaryOpenBanking"],
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requiredCapabilities: [TRANSACTION_CAPABILITY],
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retry: {
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maxAttempts: 4,
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backoff: "exponential",
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delayMs: 1500
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}
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},
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{
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id: "list-transactions",
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type: "automation",
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label: "List Transactions",
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description: "Retrieve the canonical transaction list for reporting and downstream analytics.",
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action: {
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operation: { key: "openbanking.transactions.list", version: "1.0.0" }
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},
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requiredIntegrations: ["primaryOpenBanking"],
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requiredCapabilities: [TRANSACTION_CAPABILITY],
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retry: {
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maxAttempts: 2,
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backoff: "linear",
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delayMs: 1000
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}
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}
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],
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transitions: [{ from: "sync-transactions", to: "list-transactions" }]
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}
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});
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export {
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syncOpenBankingTransactionsWorkflow
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};
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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};
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import {
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TagsEnum
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} from "@contractspec/lib.contracts-spec";
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import { defineWorkflow } from "@contractspec/lib.contracts-spec/workflow/spec";
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var upcomingPaymentsReminderWorkflow = defineWorkflow({
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meta: {
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key: "pfo.workflow.upcoming-payments-reminder",
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version: "1.0.0",
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title: "Schedule Upcoming Payment Reminder",
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description: "Collects payment metadata and schedules multi-channel reminders for bills that are due soon.",
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domain: "finance",
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owners: [OwnersEnum.PlatformFinance],
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tags: ["payments", "reminders", TagsEnum.Automation],
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stability: StabilityEnum.Beta
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},
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definition: {
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entryStepId: "collect",
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steps: [
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{
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id: "collect",
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type: "human",
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label: "Review Upcoming Bill",
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description: "Confirm amount, due date, and preferred delivery channels before scheduling reminder."
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},
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{
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id: "schedule",
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type: "automation",
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label: "Schedule Reminder",
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action: {
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operation: {
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key: "pfo.reminders.schedule-payment",
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version: "1.0.0"
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}
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},
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requiredIntegrations: [
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"emailOutbound",
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"smsNotifications",
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"calendarScheduling"
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],
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retry: {
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maxAttempts: 2,
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backoff: "linear",
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delayMs: 1000
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}
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}
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],
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transitions: [
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{
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from: "collect",
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to: "schedule",
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condition: "output?.confirmed === true",
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label: "Reminder confirmed"
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}
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]
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export {
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};
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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};
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// @bun
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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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var pocketFamilyOfficeConnections = [
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{
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meta: {
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id: "conn-mistral-primary",
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integrationKey: "ai-llm.mistral",
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integrationVersion: "1.0.0",
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label: "Mistral Primary"
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},
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ownershipMode: "managed",
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config: {
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model: "mistral-large-latest",
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embeddingModel: "mistral-embed"
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},
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secretProvider: "gcp-secret-manager",
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secretRef: "gcp://projects/pfo-hackathon/secrets/mistral-api-key/versions/latest",
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status: "connected",
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health: {
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status: "connected",
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checkedAt: now,
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latencyMs: 180
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meta: {
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id: "conn-qdrant-finance",
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integrationKey: "vectordb.qdrant",
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integrationVersion: "1.0.0",
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label: "Qdrant Finance Cluster"
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ownershipMode: "managed",
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config: {
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apiUrl: "https://qdrant.pfo.internal",
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collectionPrefix: "tenant-family-office"
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},
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secretProvider: "gcp-secret-manager",
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secretRef: "gcp://projects/pfo-hackathon/secrets/qdrant-api-key/versions/latest",
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status: "connected",
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health: { status: "connected", checkedAt: now, latencyMs: 95 }
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},
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{
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meta: {
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...baseMeta,
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id: "conn-gcs-documents",
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integrationKey: "storage.gcs",
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integrationVersion: "1.0.0",
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label: "GCS Documents Bucket"
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},
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ownershipMode: "managed",
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config: {
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bucket: "pfo-uploads",
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prefix: "financial-docs/"
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secretProvider: "gcp-secret-manager",
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secretRef: "gcp://projects/pfo-hackathon/secrets/gcs-service-account/versions/latest",
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status: "connected",
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health: { status: "connected", checkedAt: now, latencyMs: 60 }
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},
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{
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meta: {
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...baseMeta,
|
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id: "conn-gmail-threads",
|
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integrationKey: "email.gmail",
|
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integrationVersion: "1.0.0",
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label: "Gmail Household Threads"
|
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|
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},
|
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|
-
ownershipMode: "byok",
|
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|
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config: {
|
|
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|
-
labelIds: ["FINANCE", "INBOX"],
|
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|
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includeSpamTrash: false
|
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|
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},
|
|
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|
-
secretProvider: "gcp-secret-manager",
|
|
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|
-
secretRef: "gcp://projects/pfo-hackathon/secrets/gmail-refresh-token/versions/latest",
|
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status: "connected",
|
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health: { status: "connected", checkedAt: now, latencyMs: 320 }
|
|
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|
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},
|
|
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|
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{
|
|
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|
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meta: {
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|
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...baseMeta,
|
|
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|
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id: "conn-postmark-outbound",
|
|
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|
-
integrationKey: "email.postmark",
|
|
91
|
-
integrationVersion: "1.0.0",
|
|
92
|
-
label: "Postmark Transactional"
|
|
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|
-
},
|
|
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|
-
ownershipMode: "managed",
|
|
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|
-
config: {
|
|
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|
-
messageStream: "outbound",
|
|
97
|
-
fromEmail: "family.office@pfo.dev"
|
|
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|
-
},
|
|
99
|
-
secretProvider: "gcp-secret-manager",
|
|
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|
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secretRef: "gcp://projects/pfo-hackathon/secrets/postmark-server-token/versions/latest",
|
|
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|
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status: "connected",
|
|
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|
-
health: { status: "connected", checkedAt: now, latencyMs: 210 }
|
|
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|
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},
|
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|
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{
|
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|
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meta: {
|
|
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|
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...baseMeta,
|
|
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|
-
id: "conn-google-calendar",
|
|
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|
-
integrationKey: "calendar.google",
|
|
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|
-
integrationVersion: "1.0.0",
|
|
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|
-
label: "Household Calendar"
|
|
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|
-
},
|
|
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|
-
ownershipMode: "managed",
|
|
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|
-
config: {
|
|
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|
-
calendarId: "primary"
|
|
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|
-
},
|
|
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|
-
secretProvider: "gcp-secret-manager",
|
|
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|
-
secretRef: "gcp://projects/pfo-hackathon/secrets/google-calendar-service-account/versions/latest",
|
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|
-
status: "connected",
|
|
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|
-
health: { status: "connected", checkedAt: now, latencyMs: 140 }
|
|
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|
-
},
|
|
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|
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{
|
|
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|
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meta: {
|
|
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|
-
...baseMeta,
|
|
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|
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id: "conn-elevenlabs-voice",
|
|
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|
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integrationKey: "ai-voice.elevenlabs",
|
|
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|
-
integrationVersion: "1.0.0",
|
|
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|
-
label: "ElevenLabs Voice"
|
|
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|
-
},
|
|
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|
-
ownershipMode: "byok",
|
|
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|
-
config: {
|
|
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|
-
defaultVoiceId: "pNInz6obpgDQGcFmaJgB"
|
|
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|
-
},
|
|
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|
-
secretProvider: "gcp-secret-manager",
|
|
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|
-
secretRef: "gcp://projects/pfo-hackathon/secrets/elevenlabs-api-key/versions/latest",
|
|
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|
-
status: "connected",
|
|
136
|
-
health: { status: "connected", checkedAt: now, latencyMs: 250 }
|
|
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|
-
},
|
|
138
|
-
{
|
|
139
|
-
meta: {
|
|
140
|
-
...baseMeta,
|
|
141
|
-
id: "conn-twilio-sms",
|
|
142
|
-
integrationKey: "sms.twilio",
|
|
143
|
-
integrationVersion: "1.0.0",
|
|
144
|
-
label: "Twilio SMS"
|
|
145
|
-
},
|
|
146
|
-
ownershipMode: "managed",
|
|
147
|
-
config: {
|
|
148
|
-
fromNumber: "+15552340000"
|
|
149
|
-
},
|
|
150
|
-
secretProvider: "gcp-secret-manager",
|
|
151
|
-
secretRef: "gcp://projects/pfo-hackathon/secrets/twilio-auth-token/versions/latest",
|
|
152
|
-
status: "connected",
|
|
153
|
-
health: { status: "connected", checkedAt: now, latencyMs: 180 }
|
|
154
|
-
},
|
|
155
|
-
{
|
|
156
|
-
meta: {
|
|
157
|
-
...baseMeta,
|
|
158
|
-
id: "conn-stripe-recurring",
|
|
159
|
-
integrationKey: "payments.stripe",
|
|
160
|
-
integrationVersion: "1.0.0",
|
|
161
|
-
label: "Stripe Recurring Billing"
|
|
162
|
-
},
|
|
163
|
-
ownershipMode: "managed",
|
|
164
|
-
config: {
|
|
165
|
-
accountId: "acct_1PFOHACKATHON",
|
|
166
|
-
region: "eu-west-1"
|
|
167
|
-
},
|
|
168
|
-
secretProvider: "gcp-secret-manager",
|
|
169
|
-
secretRef: "gcp://projects/pfo-hackathon/secrets/stripe-secret-key/versions/latest",
|
|
170
|
-
status: "connected",
|
|
171
|
-
health: { status: "connected", checkedAt: now, latencyMs: 220 }
|
|
172
|
-
},
|
|
173
|
-
{
|
|
174
|
-
meta: {
|
|
175
|
-
...baseMeta,
|
|
176
|
-
id: "conn-powens-primary",
|
|
177
|
-
integrationKey: "openbanking.powens",
|
|
178
|
-
integrationVersion: "1.0.0",
|
|
179
|
-
label: "Powens Open Banking"
|
|
180
|
-
},
|
|
181
|
-
ownershipMode: "byok",
|
|
182
|
-
config: {
|
|
183
|
-
environment: "sandbox",
|
|
184
|
-
baseUrl: "https://api-sandbox.powens.com/v2"
|
|
185
|
-
},
|
|
186
|
-
secretProvider: "gcp-secret-manager",
|
|
187
|
-
secretRef: "gcp://projects/pfo-hackathon/secrets/powens-credentials/versions/latest",
|
|
188
|
-
status: "connected",
|
|
189
|
-
health: { status: "connected", checkedAt: now, latencyMs: 410 }
|
|
190
|
-
}
|
|
191
|
-
];
|
|
192
|
-
function getPocketFamilyOfficeConnection(connectionId) {
|
|
193
|
-
return pocketFamilyOfficeConnections.find((connection) => connection.meta.id === connectionId);
|
|
194
|
-
}
|
|
195
|
-
export {
|
|
196
|
-
pocketFamilyOfficeConnections,
|
|
197
|
-
getPocketFamilyOfficeConnection
|
|
198
|
-
};
|
|
2
|
+
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};
|
package/dist/docs/index.js
CHANGED
|
@@ -1,16 +1,5 @@
|
|
|
1
1
|
// @bun
|
|
2
|
-
|
|
3
|
-
import { registerDocBlocks } from "@contractspec/lib.contracts-spec/docs";
|
|
4
|
-
var pocketFamilyOfficeDocBlocks = [
|
|
5
|
-
{
|
|
6
|
-
id: "docs.examples.pocket-family-office.goal",
|
|
7
|
-
title: "Pocket Family Office \u2014 Goal",
|
|
8
|
-
summary: "Secure personal finance automation combining documents and open banking.",
|
|
9
|
-
kind: "goal",
|
|
10
|
-
visibility: "public",
|
|
11
|
-
route: "/docs/examples/pocket-family-office/goal",
|
|
12
|
-
tags: ["finance", "goal"],
|
|
13
|
-
body: `## Why it matters
|
|
2
|
+
import{registerDocBlocks as h}from"@contractspec/lib.contracts-spec/docs";var j=[{id:"docs.examples.pocket-family-office.goal",title:"Pocket Family Office \u2014 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
|
|
14
3
|
- Automate document ingestion (receipts, statements) and link to transactions.
|
|
15
4
|
- Provides a "family office" grade overview for individuals.
|
|
16
5
|
- Uses open banking for real-time data and AI for insights.
|
|
@@ -23,17 +12,7 @@ var pocketFamilyOfficeDocBlocks = [
|
|
|
23
12
|
## Success criteria
|
|
24
13
|
- Successful ingestion and classification of documents.
|
|
25
14
|
- Accurate syncing of open banking data.
|
|
26
|
-
- Generation of useful financial summaries.`
|
|
27
|
-
},
|
|
28
|
-
{
|
|
29
|
-
id: "docs.examples.pocket-family-office.usage",
|
|
30
|
-
title: "Pocket Family Office \u2014 Usage",
|
|
31
|
-
summary: "How to deploy and use the personal finance automation template.",
|
|
32
|
-
kind: "usage",
|
|
33
|
-
visibility: "public",
|
|
34
|
-
route: "/docs/examples/pocket-family-office/usage",
|
|
35
|
-
tags: ["finance", "usage"],
|
|
36
|
-
body: `## Setup
|
|
15
|
+
- Generation of useful financial summaries.`},{id:"docs.examples.pocket-family-office.usage",title:"Pocket Family Office \u2014 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
|
|
37
16
|
1) Configure Open Banking credentials (e.g., using a provider mock or sandbox).
|
|
38
17
|
2) internalize the 'pocket-family-office' feature into your workspace.
|
|
39
18
|
3) Set up document storage buckets/paths.
|
|
@@ -45,28 +24,4 @@ var pocketFamilyOfficeDocBlocks = [
|
|
|
45
24
|
|
|
46
25
|
## Guardrails
|
|
47
26
|
- PII is redacted in summaries by default.
|
|
48
|
-
- Read-only access to bank data (no write/payment initiation in this template).`
|
|
49
|
-
},
|
|
50
|
-
{
|
|
51
|
-
id: "docs.examples.pocket-family-office.reference",
|
|
52
|
-
title: "Pocket Family Office \u2014 Reference",
|
|
53
|
-
summary: "Key components of the Pocket Family Office system.",
|
|
54
|
-
kind: "reference",
|
|
55
|
-
visibility: "public",
|
|
56
|
-
route: "/docs/examples/pocket-family-office",
|
|
57
|
-
tags: ["finance", "reference"],
|
|
58
|
-
body: `## Workflows
|
|
59
|
-
- \`process-uploaded-document\`: Extracts data from PDFs/Images.
|
|
60
|
-
- \`sync-openbanking-transactions\`: Fetches latest transactions.
|
|
61
|
-
- \`generate-financial-summary\`: AI-driven report generation.
|
|
62
|
-
- \`upcoming-payments-reminder\`: Scans needed actions.
|
|
63
|
-
|
|
64
|
-
## Operations
|
|
65
|
-
- \`pfo.documents.upload\`: Secure upload endpoint for documents.
|
|
66
|
-
|
|
67
|
-
## Capabilities
|
|
68
|
-
- Requires: \`identity\`, \`openbanking\`.
|
|
69
|
-
- Provides: \`pocket-family-office\`.`
|
|
70
|
-
}
|
|
71
|
-
];
|
|
72
|
-
registerDocBlocks(pocketFamilyOfficeDocBlocks);
|
|
27
|
+
- Read-only access to bank data (no write/payment initiation in this template).`},{id:"docs.examples.pocket-family-office.reference",title:"Pocket Family Office \u2014 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);
|
|
@@ -1,16 +1,5 @@
|
|
|
1
1
|
// @bun
|
|
2
|
-
|
|
3
|
-
import { registerDocBlocks } from "@contractspec/lib.contracts-spec/docs";
|
|
4
|
-
var pocketFamilyOfficeDocBlocks = [
|
|
5
|
-
{
|
|
6
|
-
id: "docs.examples.pocket-family-office.goal",
|
|
7
|
-
title: "Pocket Family Office \u2014 Goal",
|
|
8
|
-
summary: "Secure personal finance automation combining documents and open banking.",
|
|
9
|
-
kind: "goal",
|
|
10
|
-
visibility: "public",
|
|
11
|
-
route: "/docs/examples/pocket-family-office/goal",
|
|
12
|
-
tags: ["finance", "goal"],
|
|
13
|
-
body: `## Why it matters
|
|
2
|
+
import{registerDocBlocks as h}from"@contractspec/lib.contracts-spec/docs";var j=[{id:"docs.examples.pocket-family-office.goal",title:"Pocket Family Office \u2014 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
|
|
14
3
|
- Automate document ingestion (receipts, statements) and link to transactions.
|
|
15
4
|
- Provides a "family office" grade overview for individuals.
|
|
16
5
|
- Uses open banking for real-time data and AI for insights.
|
|
@@ -23,17 +12,7 @@ var pocketFamilyOfficeDocBlocks = [
|
|
|
23
12
|
## Success criteria
|
|
24
13
|
- Successful ingestion and classification of documents.
|
|
25
14
|
- Accurate syncing of open banking data.
|
|
26
|
-
- Generation of useful financial summaries.`
|
|
27
|
-
},
|
|
28
|
-
{
|
|
29
|
-
id: "docs.examples.pocket-family-office.usage",
|
|
30
|
-
title: "Pocket Family Office \u2014 Usage",
|
|
31
|
-
summary: "How to deploy and use the personal finance automation template.",
|
|
32
|
-
kind: "usage",
|
|
33
|
-
visibility: "public",
|
|
34
|
-
route: "/docs/examples/pocket-family-office/usage",
|
|
35
|
-
tags: ["finance", "usage"],
|
|
36
|
-
body: `## Setup
|
|
15
|
+
- Generation of useful financial summaries.`},{id:"docs.examples.pocket-family-office.usage",title:"Pocket Family Office \u2014 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
|
|
37
16
|
1) Configure Open Banking credentials (e.g., using a provider mock or sandbox).
|
|
38
17
|
2) internalize the 'pocket-family-office' feature into your workspace.
|
|
39
18
|
3) Set up document storage buckets/paths.
|
|
@@ -45,28 +24,4 @@ var pocketFamilyOfficeDocBlocks = [
|
|
|
45
24
|
|
|
46
25
|
## Guardrails
|
|
47
26
|
- PII is redacted in summaries by default.
|
|
48
|
-
- Read-only access to bank data (no write/payment initiation in this template).`
|
|
49
|
-
},
|
|
50
|
-
{
|
|
51
|
-
id: "docs.examples.pocket-family-office.reference",
|
|
52
|
-
title: "Pocket Family Office \u2014 Reference",
|
|
53
|
-
summary: "Key components of the Pocket Family Office system.",
|
|
54
|
-
kind: "reference",
|
|
55
|
-
visibility: "public",
|
|
56
|
-
route: "/docs/examples/pocket-family-office",
|
|
57
|
-
tags: ["finance", "reference"],
|
|
58
|
-
body: `## Workflows
|
|
59
|
-
- \`process-uploaded-document\`: Extracts data from PDFs/Images.
|
|
60
|
-
- \`sync-openbanking-transactions\`: Fetches latest transactions.
|
|
61
|
-
- \`generate-financial-summary\`: AI-driven report generation.
|
|
62
|
-
- \`upcoming-payments-reminder\`: Scans needed actions.
|
|
63
|
-
|
|
64
|
-
## Operations
|
|
65
|
-
- \`pfo.documents.upload\`: Secure upload endpoint for documents.
|
|
66
|
-
|
|
67
|
-
## Capabilities
|
|
68
|
-
- Requires: \`identity\`, \`openbanking\`.
|
|
69
|
-
- Provides: \`pocket-family-office\`.`
|
|
70
|
-
}
|
|
71
|
-
];
|
|
72
|
-
registerDocBlocks(pocketFamilyOfficeDocBlocks);
|
|
27
|
+
- Read-only access to bank data (no write/payment initiation in this template).`},{id:"docs.examples.pocket-family-office.reference",title:"Pocket Family Office \u2014 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);
|
package/dist/example.js
CHANGED
|
@@ -1,43 +1,2 @@
|
|
|
1
1
|
// @bun
|
|
2
|
-
|
|
3
|
-
import { defineExample } from "@contractspec/lib.contracts-spec";
|
|
4
|
-
var example = defineExample({
|
|
5
|
-
meta: {
|
|
6
|
-
key: "pocket-family-office",
|
|
7
|
-
version: "1.0.0",
|
|
8
|
-
title: "Pocket Family Office",
|
|
9
|
-
description: "Personal finance automation with document ingestion, open banking, and AI summaries",
|
|
10
|
-
kind: "template",
|
|
11
|
-
visibility: "public",
|
|
12
|
-
stability: "experimental",
|
|
13
|
-
owners: ["@platform.finance"],
|
|
14
|
-
tags: [
|
|
15
|
-
"finance",
|
|
16
|
-
"open-banking",
|
|
17
|
-
"documents",
|
|
18
|
-
"automation",
|
|
19
|
-
"family-office"
|
|
20
|
-
]
|
|
21
|
-
},
|
|
22
|
-
docs: {
|
|
23
|
-
rootDocId: "docs.examples.pocket-family-office"
|
|
24
|
-
},
|
|
25
|
-
entrypoints: {
|
|
26
|
-
packageName: "@contractspec/example.pocket-family-office",
|
|
27
|
-
feature: "./feature",
|
|
28
|
-
docs: "./docs"
|
|
29
|
-
},
|
|
30
|
-
surfaces: {
|
|
31
|
-
templates: true,
|
|
32
|
-
sandbox: {
|
|
33
|
-
enabled: true,
|
|
34
|
-
modes: ["playground", "specs", "builder"]
|
|
35
|
-
},
|
|
36
|
-
studio: { enabled: true, installable: true },
|
|
37
|
-
mcp: { enabled: true }
|
|
38
|
-
}
|
|
39
|
-
});
|
|
40
|
-
var example_default = example;
|
|
41
|
-
export {
|
|
42
|
-
example_default as default
|
|
43
|
-
};
|
|
2
|
+
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};
|