@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
@@ -1,71 +1,2 @@
1
1
  // @bun
2
- // src/knowledge/sources.sample.ts
3
- var now = new Date;
4
- var pocketFamilyOfficeKnowledgeSources = [
5
- {
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- meta: {
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- id: "source-financial-uploads",
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- tenantId: "tenant.family-office",
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- spaceKey: "knowledge.financial-docs",
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- spaceVersion: "1.0.0",
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- label: "Uploaded Financial Documents",
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- sourceType: "file_upload",
13
- createdAt: now,
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- updatedAt: now
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- },
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- config: {
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- bucket: "pfo-uploads",
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- prefix: "financial-docs/"
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- },
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- syncSchedule: {
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- enabled: true,
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- intervalMs: 15 * 60 * 1000
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- },
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- lastSync: {
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- timestamp: now,
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- success: true
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- }
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- },
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- {
30
- meta: {
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- id: "source-gmail-threads",
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- tenantId: "tenant.family-office",
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- spaceKey: "knowledge.email-threads",
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- spaceVersion: "1.0.0",
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- label: "Household Gmail Threads",
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- sourceType: "email",
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- createdAt: now,
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- updatedAt: now
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- },
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- config: {
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- labelIds: ["INBOX", "FINANCE"]
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- },
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- syncSchedule: {
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- enabled: true,
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- intervalMs: 5 * 60 * 1000
46
- },
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- lastSync: {
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- timestamp: now,
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- success: true
50
- }
51
- },
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- {
53
- meta: {
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- id: "source-financial-overview",
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- tenantId: "tenant.family-office",
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- spaceKey: "knowledge.financial-overview",
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- spaceVersion: "1.0.0",
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- label: "Financial Overview",
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- sourceType: "api",
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- createdAt: now,
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- updatedAt: now
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- },
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- config: {},
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- syncSchedule: {
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- enabled: false
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- }
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- }
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- ];
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- export {
70
- pocketFamilyOfficeKnowledgeSources
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- };
2
+ var e=new Date,a=[{meta:{id:"source-financial-uploads",tenantId:"tenant.family-office",spaceKey:"knowledge.financial-docs",spaceVersion:"1.0.0",label:"Uploaded Financial Documents",sourceType:"file_upload",createdAt:e,updatedAt:e},config:{bucket:"pfo-uploads",prefix:"financial-docs/"},syncSchedule:{enabled:!0,intervalMs:900000},lastSync:{timestamp:e,success:!0}},{meta:{id:"source-gmail-threads",tenantId:"tenant.family-office",spaceKey:"knowledge.email-threads",spaceVersion:"1.0.0",label:"Household Gmail Threads",sourceType:"email",createdAt:e,updatedAt:e},config:{labelIds:["INBOX","FINANCE"]},syncSchedule:{enabled:!0,intervalMs:300000},lastSync:{timestamp:e,success:!0}},{meta:{id:"source-financial-overview",tenantId:"tenant.family-office",spaceKey:"knowledge.financial-overview",spaceVersion:"1.0.0",label:"Financial Overview",sourceType:"api",createdAt:e,updatedAt:e},config:{},syncSchedule:{enabled:!1}}];export{a as pocketFamilyOfficeKnowledgeSources};
@@ -1,197 +1 @@
1
- // src/blueprint.ts
2
- import {
3
- OwnersEnum,
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- StabilityEnum,
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- TagsEnum
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- } from "@contractspec/lib.contracts-spec/ownership";
7
- var cap = (key, version) => ({ key, version });
8
- var pocketFamilyOfficeBlueprint = {
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- meta: {
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- key: "pocket-family-office.app",
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- version: "1.0.0",
12
- appId: "pocket-family-office",
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- title: "Pocket Family Office",
14
- description: "Household finance automation: ingest documents, track bills, remind payments, and summarise cashflow.",
15
- domain: "finance",
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- owners: [OwnersEnum.PlatformFinance],
17
- tags: [TagsEnum.Guide, "finance", "automation"],
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- stability: StabilityEnum.Experimental
19
- },
20
- capabilities: {
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- enabled: [
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- cap("ai.chat", "1.0.0"),
23
- cap("ai.embeddings", "1.0.0"),
24
- cap("vector-db.search", "1.0.0"),
25
- cap("vector-db.storage", "1.0.0"),
26
- cap("storage.objects", "1.0.0"),
27
- cap("email.inbound", "1.0.0"),
28
- cap("email.transactional", "1.0.0"),
29
- cap("calendar.events", "1.0.0"),
30
- cap("sms.outbound", "1.0.0"),
31
- cap("ai.voice.tts", "1.0.0"),
32
- cap("payments.psp", "1.0.0"),
33
- cap("openbanking.accounts.read", "1.0.0"),
34
- cap("openbanking.transactions.read", "1.0.0"),
35
- cap("openbanking.balances.read", "1.0.0")
36
- ]
37
- },
38
- integrationSlots: [
39
- {
40
- slotId: "primaryLLM",
41
- requiredCategory: "ai-llm",
42
- allowedModes: ["managed", "byok"],
43
- requiredCapabilities: [cap("ai.chat", "1.0.0")],
44
- required: true,
45
- description: "Chat completion provider powering summarisation, explanations, and insights."
46
- },
47
- {
48
- slotId: "primaryVectorDb",
49
- requiredCategory: "vector-db",
50
- allowedModes: ["managed", "byok"],
51
- requiredCapabilities: [cap("vector-db.search", "1.0.0")],
52
- required: true,
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- description: "Vector database storing embeddings for financial documents and email threads."
54
- },
55
- {
56
- slotId: "primaryStorage",
57
- requiredCategory: "storage",
58
- allowedModes: ["managed", "byok"],
59
- requiredCapabilities: [cap("storage.objects", "1.0.0")],
60
- required: true,
61
- description: "Object storage used for raw uploads and normalised documents."
62
- },
63
- {
64
- slotId: "primaryOpenBanking",
65
- requiredCategory: "open-banking",
66
- allowedModes: ["byok"],
67
- requiredCapabilities: [
68
- cap("openbanking.accounts.read", "1.0.0"),
69
- cap("openbanking.transactions.read", "1.0.0"),
70
- cap("openbanking.balances.read", "1.0.0")
71
- ],
72
- required: true,
73
- description: "Powens BYOK connection powering bank account, transaction, and balance synchronisation."
74
- },
75
- {
76
- slotId: "emailInbound",
77
- requiredCategory: "email",
78
- allowedModes: ["managed", "byok"],
79
- requiredCapabilities: [cap("email.inbound", "1.0.0")],
80
- required: true,
81
- description: "Inbound email/thread sync (Gmail) feeding the knowledge corpus."
82
- },
83
- {
84
- slotId: "emailOutbound",
85
- requiredCategory: "email",
86
- allowedModes: ["managed", "byok"],
87
- requiredCapabilities: [cap("email.transactional", "1.0.0")],
88
- required: true,
89
- description: "Transactional email delivery for reminders and summaries."
90
- },
91
- {
92
- slotId: "calendarScheduling",
93
- requiredCategory: "calendar",
94
- allowedModes: ["managed", "byok"],
95
- requiredCapabilities: [cap("calendar.events", "1.0.0")],
96
- required: true,
97
- description: "Creates calendar holds for bill reviews and handoff meetings."
98
- },
99
- {
100
- slotId: "voicePlayback",
101
- requiredCategory: "ai-voice-tts",
102
- allowedModes: ["managed", "byok"],
103
- requiredCapabilities: [cap("ai.voice.tts", "1.0.0")],
104
- required: false,
105
- description: "Optional voice synthesis for spoken summaries (ElevenLabs)."
106
- },
107
- {
108
- slotId: "smsNotifications",
109
- requiredCategory: "sms",
110
- allowedModes: ["managed", "byok"],
111
- requiredCapabilities: [cap("sms.outbound", "1.0.0")],
112
- required: false,
113
- description: "SMS provider used for urgent reminders."
114
- },
115
- {
116
- slotId: "paymentsProcessing",
117
- requiredCategory: "payments",
118
- allowedModes: ["managed", "byok"],
119
- requiredCapabilities: [cap("payments.psp", "1.0.0")],
120
- required: false,
121
- description: "Optional payments processor enabling bill pay automations."
122
- }
123
- ],
124
- workflows: {
125
- processUploadedDocument: {
126
- key: "pfo.workflow.process-uploaded-document",
127
- version: "1.0.0"
128
- },
129
- upcomingPaymentsReminder: {
130
- key: "pfo.workflow.upcoming-payments-reminder",
131
- version: "1.0.0"
132
- },
133
- generateFinancialSummary: {
134
- key: "pfo.workflow.generate-financial-summary",
135
- version: "1.0.0"
136
- },
137
- ingestEmailThreads: {
138
- key: "pfo.workflow.ingest-email-threads",
139
- version: "1.0.0"
140
- },
141
- syncOpenBankingAccounts: {
142
- key: "pfo.workflow.sync-openbanking-accounts",
143
- version: "1.0.0"
144
- },
145
- syncOpenBankingTransactions: {
146
- key: "pfo.workflow.sync-openbanking-transactions",
147
- version: "1.0.0"
148
- },
149
- refreshOpenBankingBalances: {
150
- key: "pfo.workflow.refresh-openbanking-balances",
151
- version: "1.0.0"
152
- },
153
- generateOpenBankingOverview: {
154
- key: "pfo.workflow.generate-openbanking-overview",
155
- version: "1.0.0"
156
- }
157
- },
158
- policies: [
159
- { key: "pfo.policy.tenancy", version: "1.0.0" },
160
- { key: "knowledge.access.financial-docs", version: "1.0.0" }
161
- ],
162
- telemetry: {
163
- spec: { key: "pfo.telemetry", version: "1.0.0" }
164
- },
165
- featureFlags: [
166
- {
167
- key: "voice-summaries",
168
- enabled: false,
169
- description: "Enable ElevenLabs spoken summaries in addition to email distribution."
170
- }
171
- ],
172
- routes: [
173
- {
174
- path: "/dashboard",
175
- label: "Overview",
176
- workflow: "pfo.workflow.generate-financial-summary"
177
- },
178
- {
179
- path: "/documents/upload",
180
- label: "Upload Document",
181
- workflow: "pfo.workflow.process-uploaded-document"
182
- },
183
- {
184
- path: "/communications",
185
- label: "Inbox",
186
- workflow: "pfo.workflow.ingest-email-threads"
187
- }
188
- ],
189
- notes: "Pocket Family Office blueprint pulling together finance automations for the hackathon reference implementation."
190
- };
191
- function registerPocketFamilyOfficeBlueprint(registry) {
192
- return registry.register(pocketFamilyOfficeBlueprint);
193
- }
194
- export {
195
- registerPocketFamilyOfficeBlueprint,
196
- pocketFamilyOfficeBlueprint
197
- };
1
+ import{OwnersEnum as x,StabilityEnum as z,TagsEnum as A}from"@contractspec/lib.contracts-spec/ownership";var d=(j,q)=>({key:j,version:q}),C={meta:{key:"pocket-family-office.app",version:"1.0.0",appId:"pocket-family-office",title:"Pocket Family Office",description:"Household finance automation: ingest documents, track bills, remind payments, and summarise cashflow.",domain:"finance",owners:[x.PlatformFinance],tags:[A.Guide,"finance","automation"],stability:z.Experimental},capabilities:{enabled:[d("ai.chat","1.0.0"),d("ai.embeddings","1.0.0"),d("vector-db.search","1.0.0"),d("vector-db.storage","1.0.0"),d("storage.objects","1.0.0"),d("email.inbound","1.0.0"),d("email.transactional","1.0.0"),d("calendar.events","1.0.0"),d("sms.outbound","1.0.0"),d("ai.voice.tts","1.0.0"),d("payments.psp","1.0.0"),d("openbanking.accounts.read","1.0.0"),d("openbanking.transactions.read","1.0.0"),d("openbanking.balances.read","1.0.0")]},integrationSlots:[{slotId:"primaryLLM",requiredCategory:"ai-llm",allowedModes:["managed","byok"],requiredCapabilities:[d("ai.chat","1.0.0")],required:!0,description:"Chat completion provider powering summarisation, explanations, and insights."},{slotId:"primaryVectorDb",requiredCategory:"vector-db",allowedModes:["managed","byok"],requiredCapabilities:[d("vector-db.search","1.0.0")],required:!0,description:"Vector database storing embeddings for financial documents and email threads."},{slotId:"primaryStorage",requiredCategory:"storage",allowedModes:["managed","byok"],requiredCapabilities:[d("storage.objects","1.0.0")],required:!0,description:"Object storage used for raw uploads and normalised documents."},{slotId:"primaryOpenBanking",requiredCategory:"open-banking",allowedModes:["byok"],requiredCapabilities:[d("openbanking.accounts.read","1.0.0"),d("openbanking.transactions.read","1.0.0"),d("openbanking.balances.read","1.0.0")],required:!0,description:"Powens BYOK connection powering bank account, transaction, and balance synchronisation."},{slotId:"emailInbound",requiredCategory:"email",allowedModes:["managed","byok"],requiredCapabilities:[d("email.inbound","1.0.0")],required:!0,description:"Inbound email/thread sync (Gmail) feeding the knowledge corpus."},{slotId:"emailOutbound",requiredCategory:"email",allowedModes:["managed","byok"],requiredCapabilities:[d("email.transactional","1.0.0")],required:!0,description:"Transactional email delivery for reminders and summaries."},{slotId:"calendarScheduling",requiredCategory:"calendar",allowedModes:["managed","byok"],requiredCapabilities:[d("calendar.events","1.0.0")],required:!0,description:"Creates calendar holds for bill reviews and handoff meetings."},{slotId:"voicePlayback",requiredCategory:"ai-voice-tts",allowedModes:["managed","byok"],requiredCapabilities:[d("ai.voice.tts","1.0.0")],required:!1,description:"Optional voice synthesis for spoken summaries (ElevenLabs)."},{slotId:"smsNotifications",requiredCategory:"sms",allowedModes:["managed","byok"],requiredCapabilities:[d("sms.outbound","1.0.0")],required:!1,description:"SMS provider used for urgent reminders."},{slotId:"paymentsProcessing",requiredCategory:"payments",allowedModes:["managed","byok"],requiredCapabilities:[d("payments.psp","1.0.0")],required:!1,description:"Optional payments processor enabling bill pay automations."}],workflows:{processUploadedDocument:{key:"pfo.workflow.process-uploaded-document",version:"1.0.0"},upcomingPaymentsReminder:{key:"pfo.workflow.upcoming-payments-reminder",version:"1.0.0"},generateFinancialSummary:{key:"pfo.workflow.generate-financial-summary",version:"1.0.0"},ingestEmailThreads:{key:"pfo.workflow.ingest-email-threads",version:"1.0.0"},syncOpenBankingAccounts:{key:"pfo.workflow.sync-openbanking-accounts",version:"1.0.0"},syncOpenBankingTransactions:{key:"pfo.workflow.sync-openbanking-transactions",version:"1.0.0"},refreshOpenBankingBalances:{key:"pfo.workflow.refresh-openbanking-balances",version:"1.0.0"},generateOpenBankingOverview:{key:"pfo.workflow.generate-openbanking-overview",version:"1.0.0"}},policies:[{key:"pfo.policy.tenancy",version:"1.0.0"},{key:"knowledge.access.financial-docs",version:"1.0.0"}],telemetry:{spec:{key:"pfo.telemetry",version:"1.0.0"}},featureFlags:[{key:"voice-summaries",enabled:!1,description:"Enable ElevenLabs spoken summaries in addition to email distribution."}],routes:[{path:"/dashboard",label:"Overview",workflow:"pfo.workflow.generate-financial-summary"},{path:"/documents/upload",label:"Upload Document",workflow:"pfo.workflow.process-uploaded-document"},{path:"/communications",label:"Inbox",workflow:"pfo.workflow.ingest-email-threads"}],notes:"Pocket Family Office blueprint pulling together finance automations for the hackathon reference implementation."};function G(j){return j.register(C)}export{G as registerPocketFamilyOfficeBlueprint,C as pocketFamilyOfficeBlueprint};
@@ -1,197 +1 @@
1
- // src/connections/samples.ts
2
- var now = new Date;
3
- var baseMeta = {
4
- tenantId: "tenant.family-office",
5
- createdAt: now,
6
- updatedAt: now
7
- };
8
- var pocketFamilyOfficeConnections = [
9
- {
10
- meta: {
11
- ...baseMeta,
12
- id: "conn-mistral-primary",
13
- integrationKey: "ai-llm.mistral",
14
- integrationVersion: "1.0.0",
15
- label: "Mistral Primary"
16
- },
17
- ownershipMode: "managed",
18
- config: {
19
- model: "mistral-large-latest",
20
- embeddingModel: "mistral-embed"
21
- },
22
- secretProvider: "gcp-secret-manager",
23
- secretRef: "gcp://projects/pfo-hackathon/secrets/mistral-api-key/versions/latest",
24
- status: "connected",
25
- health: {
26
- status: "connected",
27
- checkedAt: now,
28
- latencyMs: 180
29
- }
30
- },
31
- {
32
- meta: {
33
- ...baseMeta,
34
- id: "conn-qdrant-finance",
35
- integrationKey: "vectordb.qdrant",
36
- integrationVersion: "1.0.0",
37
- label: "Qdrant Finance Cluster"
38
- },
39
- ownershipMode: "managed",
40
- config: {
41
- apiUrl: "https://qdrant.pfo.internal",
42
- collectionPrefix: "tenant-family-office"
43
- },
44
- secretProvider: "gcp-secret-manager",
45
- secretRef: "gcp://projects/pfo-hackathon/secrets/qdrant-api-key/versions/latest",
46
- status: "connected",
47
- health: { status: "connected", checkedAt: now, latencyMs: 95 }
48
- },
49
- {
50
- meta: {
51
- ...baseMeta,
52
- id: "conn-gcs-documents",
53
- integrationKey: "storage.gcs",
54
- integrationVersion: "1.0.0",
55
- label: "GCS Documents Bucket"
56
- },
57
- ownershipMode: "managed",
58
- config: {
59
- bucket: "pfo-uploads",
60
- prefix: "financial-docs/"
61
- },
62
- secretProvider: "gcp-secret-manager",
63
- secretRef: "gcp://projects/pfo-hackathon/secrets/gcs-service-account/versions/latest",
64
- status: "connected",
65
- health: { status: "connected", checkedAt: now, latencyMs: 60 }
66
- },
67
- {
68
- meta: {
69
- ...baseMeta,
70
- id: "conn-gmail-threads",
71
- integrationKey: "email.gmail",
72
- integrationVersion: "1.0.0",
73
- label: "Gmail Household Threads"
74
- },
75
- ownershipMode: "byok",
76
- config: {
77
- labelIds: ["FINANCE", "INBOX"],
78
- includeSpamTrash: false
79
- },
80
- secretProvider: "gcp-secret-manager",
81
- secretRef: "gcp://projects/pfo-hackathon/secrets/gmail-refresh-token/versions/latest",
82
- status: "connected",
83
- health: { status: "connected", checkedAt: now, latencyMs: 320 }
84
- },
85
- {
86
- meta: {
87
- ...baseMeta,
88
- id: "conn-postmark-outbound",
89
- integrationKey: "email.postmark",
90
- integrationVersion: "1.0.0",
91
- label: "Postmark Transactional"
92
- },
93
- ownershipMode: "managed",
94
- config: {
95
- messageStream: "outbound",
96
- fromEmail: "family.office@pfo.dev"
97
- },
98
- secretProvider: "gcp-secret-manager",
99
- secretRef: "gcp://projects/pfo-hackathon/secrets/postmark-server-token/versions/latest",
100
- status: "connected",
101
- health: { status: "connected", checkedAt: now, latencyMs: 210 }
102
- },
103
- {
104
- meta: {
105
- ...baseMeta,
106
- id: "conn-google-calendar",
107
- integrationKey: "calendar.google",
108
- integrationVersion: "1.0.0",
109
- label: "Household Calendar"
110
- },
111
- ownershipMode: "managed",
112
- config: {
113
- calendarId: "primary"
114
- },
115
- secretProvider: "gcp-secret-manager",
116
- secretRef: "gcp://projects/pfo-hackathon/secrets/google-calendar-service-account/versions/latest",
117
- status: "connected",
118
- health: { status: "connected", checkedAt: now, latencyMs: 140 }
119
- },
120
- {
121
- meta: {
122
- ...baseMeta,
123
- id: "conn-elevenlabs-voice",
124
- integrationKey: "ai-voice.elevenlabs",
125
- integrationVersion: "1.0.0",
126
- label: "ElevenLabs Voice"
127
- },
128
- ownershipMode: "byok",
129
- config: {
130
- defaultVoiceId: "pNInz6obpgDQGcFmaJgB"
131
- },
132
- secretProvider: "gcp-secret-manager",
133
- secretRef: "gcp://projects/pfo-hackathon/secrets/elevenlabs-api-key/versions/latest",
134
- status: "connected",
135
- health: { status: "connected", checkedAt: now, latencyMs: 250 }
136
- },
137
- {
138
- meta: {
139
- ...baseMeta,
140
- id: "conn-twilio-sms",
141
- integrationKey: "sms.twilio",
142
- integrationVersion: "1.0.0",
143
- label: "Twilio SMS"
144
- },
145
- ownershipMode: "managed",
146
- config: {
147
- fromNumber: "+15552340000"
148
- },
149
- secretProvider: "gcp-secret-manager",
150
- secretRef: "gcp://projects/pfo-hackathon/secrets/twilio-auth-token/versions/latest",
151
- status: "connected",
152
- health: { status: "connected", checkedAt: now, latencyMs: 180 }
153
- },
154
- {
155
- meta: {
156
- ...baseMeta,
157
- id: "conn-stripe-recurring",
158
- integrationKey: "payments.stripe",
159
- integrationVersion: "1.0.0",
160
- label: "Stripe Recurring Billing"
161
- },
162
- ownershipMode: "managed",
163
- config: {
164
- accountId: "acct_1PFOHACKATHON",
165
- region: "eu-west-1"
166
- },
167
- secretProvider: "gcp-secret-manager",
168
- secretRef: "gcp://projects/pfo-hackathon/secrets/stripe-secret-key/versions/latest",
169
- status: "connected",
170
- health: { status: "connected", checkedAt: now, latencyMs: 220 }
171
- },
172
- {
173
- meta: {
174
- ...baseMeta,
175
- id: "conn-powens-primary",
176
- integrationKey: "openbanking.powens",
177
- integrationVersion: "1.0.0",
178
- label: "Powens Open Banking"
179
- },
180
- ownershipMode: "byok",
181
- config: {
182
- environment: "sandbox",
183
- baseUrl: "https://api-sandbox.powens.com/v2"
184
- },
185
- secretProvider: "gcp-secret-manager",
186
- secretRef: "gcp://projects/pfo-hackathon/secrets/powens-credentials/versions/latest",
187
- status: "connected",
188
- health: { status: "connected", checkedAt: now, latencyMs: 410 }
189
- }
190
- ];
191
- function getPocketFamilyOfficeConnection(connectionId) {
192
- return pocketFamilyOfficeConnections.find((connection) => connection.meta.id === connectionId);
193
- }
194
- export {
195
- pocketFamilyOfficeConnections,
196
- getPocketFamilyOfficeConnection
197
- };
1
+ var e=new Date,t={tenantId:"tenant.family-office",createdAt:e,updatedAt:e},o=[{meta:{...t,id:"conn-mistral-primary",integrationKey:"ai-llm.mistral",integrationVersion:"1.0.0",label:"Mistral Primary"},ownershipMode:"managed",config:{model:"mistral-large-latest",embeddingModel:"mistral-embed"},secretProvider:"gcp-secret-manager",secretRef:"gcp://projects/pfo-hackathon/secrets/mistral-api-key/versions/latest",status:"connected",health:{status:"connected",checkedAt:e,latencyMs:180}},{meta:{...t,id:"conn-qdrant-finance",integrationKey:"vectordb.qdrant",integrationVersion:"1.0.0",label:"Qdrant Finance Cluster"},ownershipMode:"managed",config:{apiUrl:"https://qdrant.pfo.internal",collectionPrefix:"tenant-family-office"},secretProvider:"gcp-secret-manager",secretRef:"gcp://projects/pfo-hackathon/secrets/qdrant-api-key/versions/latest",status:"connected",health:{status:"connected",checkedAt:e,latencyMs:95}},{meta:{...t,id:"conn-gcs-documents",integrationKey:"storage.gcs",integrationVersion:"1.0.0",label:"GCS Documents Bucket"},ownershipMode:"managed",config:{bucket:"pfo-uploads",prefix:"financial-docs/"},secretProvider:"gcp-secret-manager",secretRef:"gcp://projects/pfo-hackathon/secrets/gcs-service-account/versions/latest",status:"connected",health:{status:"connected",checkedAt:e,latencyMs:60}},{meta:{...t,id:"conn-gmail-threads",integrationKey:"email.gmail",integrationVersion:"1.0.0",label:"Gmail Household Threads"},ownershipMode:"byok",config:{labelIds:["FINANCE","INBOX"],includeSpamTrash:!1},secretProvider:"gcp-secret-manager",secretRef:"gcp://projects/pfo-hackathon/secrets/gmail-refresh-token/versions/latest",status:"connected",health:{status:"connected",checkedAt:e,latencyMs:320}},{meta:{...t,id:"conn-postmark-outbound",integrationKey:"email.postmark",integrationVersion:"1.0.0",label:"Postmark Transactional"},ownershipMode:"managed",config:{messageStream:"outbound",fromEmail:"family.office@pfo.dev"},secretProvider:"gcp-secret-manager",secretRef:"gcp://projects/pfo-hackathon/secrets/postmark-server-token/versions/latest",status:"connected",health:{status:"connected",checkedAt:e,latencyMs:210}},{meta:{...t,id:"conn-google-calendar",integrationKey:"calendar.google",integrationVersion:"1.0.0",label:"Household Calendar"},ownershipMode:"managed",config:{calendarId:"primary"},secretProvider:"gcp-secret-manager",secretRef:"gcp://projects/pfo-hackathon/secrets/google-calendar-service-account/versions/latest",status:"connected",health:{status:"connected",checkedAt:e,latencyMs:140}},{meta:{...t,id:"conn-elevenlabs-voice",integrationKey:"ai-voice.elevenlabs",integrationVersion:"1.0.0",label:"ElevenLabs Voice"},ownershipMode:"byok",config:{defaultVoiceId:"pNInz6obpgDQGcFmaJgB"},secretProvider:"gcp-secret-manager",secretRef:"gcp://projects/pfo-hackathon/secrets/elevenlabs-api-key/versions/latest",status:"connected",health:{status:"connected",checkedAt:e,latencyMs:250}},{meta:{...t,id:"conn-twilio-sms",integrationKey:"sms.twilio",integrationVersion:"1.0.0",label:"Twilio SMS"},ownershipMode:"managed",config:{fromNumber:"+15552340000"},secretProvider:"gcp-secret-manager",secretRef:"gcp://projects/pfo-hackathon/secrets/twilio-auth-token/versions/latest",status:"connected",health:{status:"connected",checkedAt:e,latencyMs:180}},{meta:{...t,id:"conn-stripe-recurring",integrationKey:"payments.stripe",integrationVersion:"1.0.0",label:"Stripe Recurring Billing"},ownershipMode:"managed",config:{accountId:"acct_1PFOHACKATHON",region:"eu-west-1"},secretProvider:"gcp-secret-manager",secretRef:"gcp://projects/pfo-hackathon/secrets/stripe-secret-key/versions/latest",status:"connected",health:{status:"connected",checkedAt:e,latencyMs:220}},{meta:{...t,id:"conn-powens-primary",integrationKey:"openbanking.powens",integrationVersion:"1.0.0",label:"Powens Open Banking"},ownershipMode:"byok",config:{environment:"sandbox",baseUrl:"https://api-sandbox.powens.com/v2"},secretProvider:"gcp-secret-manager",secretRef:"gcp://projects/pfo-hackathon/secrets/powens-credentials/versions/latest",status:"connected",health:{status:"connected",checkedAt:e,latencyMs:410}}];function c(n){return o.find((a)=>a.meta.id===n)}export{o as pocketFamilyOfficeConnections,c as getPocketFamilyOfficeConnection};
@@ -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);
@@ -1,15 +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};