@contractspec/example.pocket-family-office 3.7.20 → 3.7.22

package/dist/browser/example.js

@@ -1 +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};
+import{defineExample as b}from"@contractspec/lib.contracts-spec/examples";var d=b({meta:{key:"examples.pocket-family-office",version:"1.0.0",title:"Pocket Family Office",description:"Pocket Family Office example - personal finance automation with open banking",kind:"template",visibility:"experimental",stability:"experimental",owners:["@contractspec-core"],tags:["package","examples","pocket-family-office"]},surfaces:{templates:!0,sandbox:{enabled:!0,modes:["playground","specs"]},studio:{enabled:!1,installable:!1},mcp:{enabled:!1}},entrypoints:{packageName:"@contractspec/example.pocket-family-office"}}),j=d;export{j as default,d as ExamplesPocketFamilyOfficeExample};

package/dist/browser/index.js

@@ -1,4 +1,4 @@
-import{OwnersEnum as v,StabilityEnum as b,TagsEnum as x}from"@contractspec/lib.contracts-spec/ownership";var t=(r,m)=>({key:r,version:m}),w={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:[v.PlatformFinance],tags:[x.Guide,"finance","automation"],stability:b.Experimental},capabilities:{enabled:[t("ai.chat","1.0.0"),t("ai.embeddings","1.0.0"),t("vector-db.search","1.0.0"),t("vector-db.storage","1.0.0"),t("storage.objects","1.0.0"),t("email.inbound","1.0.0"),t("email.transactional","1.0.0"),t("calendar.events","1.0.0"),t("sms.outbound","1.0.0"),t("ai.voice.tts","1.0.0"),t("payments.psp","1.0.0"),t("openbanking.accounts.read","1.0.0"),t("openbanking.transactions.read","1.0.0"),t("openbanking.balances.read","1.0.0")]},integrationSlots:[{slotId:"primaryLLM",requiredCategory:"ai-llm",allowedModes:["managed","byok"],requiredCapabilities:[t("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:[t("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:[t("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:[t("openbanking.accounts.read","1.0.0"),t("openbanking.transactions.read","1.0.0"),t("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:[t("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:[t("email.transactional","1.0.0")],required:!0,description:"Transactional email delivery for reminders and summaries."},{slotId:"calendarScheduling",requiredCategory:"calendar",allowedModes:["managed","byok"],requiredCapabilities:[t("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:[t("ai.voice.tts","1.0.0")],required:!1,description:"Optional voice synthesis for spoken summaries (ElevenLabs)."},{slotId:"smsNotifications",requiredCategory:"sms",allowedModes:["managed","byok"],requiredCapabilities:[t("sms.outbound","1.0.0")],required:!1,description:"SMS provider used for urgent reminders."},{slotId:"paymentsProcessing",requiredCategory:"payments",allowedModes:["managed","byok"],requiredCapabilities:[t("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 $e(r){return r.register(w)}var o=new Date,a={tenantId:"tenant.family-office",createdAt:o,updatedAt:o},M=[{meta:{...a,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:o,latencyMs:180}},{meta:{...a,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:o,latencyMs:95}},{meta:{...a,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:o,latencyMs:60}},{meta:{...a,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:o,latencyMs:320}},{meta:{...a,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:o,latencyMs:210}},{meta:{...a,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:o,latencyMs:140}},{meta:{...a,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:o,latencyMs:250}},{meta:{...a,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:o,latencyMs:180}},{meta:{...a,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:o,latencyMs:220}},{meta:{...a,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:o,latencyMs:410}}];function Ce(r){return M.find((m)=>m.meta.id===r)}import{registerDocBlocks as I}from"@contractspec/lib.contracts-spec/docs";var K=[{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
+import{OwnersEnum as k,StabilityEnum as b,TagsEnum as x}from"@contractspec/lib.contracts-spec/ownership";var t=(s,m)=>({key:s,version:m}),w={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:[k.PlatformFinance],tags:[x.Guide,"finance","automation"],stability:b.Experimental},capabilities:{enabled:[t("ai.chat","1.0.0"),t("ai.embeddings","1.0.0"),t("vector-db.search","1.0.0"),t("vector-db.storage","1.0.0"),t("storage.objects","1.0.0"),t("email.inbound","1.0.0"),t("email.transactional","1.0.0"),t("calendar.events","1.0.0"),t("sms.outbound","1.0.0"),t("ai.voice.tts","1.0.0"),t("payments.psp","1.0.0"),t("openbanking.accounts.read","1.0.0"),t("openbanking.transactions.read","1.0.0"),t("openbanking.balances.read","1.0.0")]},integrationSlots:[{slotId:"primaryLLM",requiredCategory:"ai-llm",allowedModes:["managed","byok"],requiredCapabilities:[t("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:[t("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:[t("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:[t("openbanking.accounts.read","1.0.0"),t("openbanking.transactions.read","1.0.0"),t("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:[t("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:[t("email.transactional","1.0.0")],required:!0,description:"Transactional email delivery for reminders and summaries."},{slotId:"calendarScheduling",requiredCategory:"calendar",allowedModes:["managed","byok"],requiredCapabilities:[t("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:[t("ai.voice.tts","1.0.0")],required:!1,description:"Optional voice synthesis for spoken summaries (ElevenLabs)."},{slotId:"smsNotifications",requiredCategory:"sms",allowedModes:["managed","byok"],requiredCapabilities:[t("sms.outbound","1.0.0")],required:!1,description:"SMS provider used for urgent reminders."},{slotId:"paymentsProcessing",requiredCategory:"payments",allowedModes:["managed","byok"],requiredCapabilities:[t("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 $e(s){return s.register(w)}var o=new Date,a={tenantId:"tenant.family-office",createdAt:o,updatedAt:o},M=[{meta:{...a,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:o,latencyMs:180}},{meta:{...a,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:o,latencyMs:95}},{meta:{...a,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:o,latencyMs:60}},{meta:{...a,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:o,latencyMs:320}},{meta:{...a,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:o,latencyMs:210}},{meta:{...a,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:o,latencyMs:140}},{meta:{...a,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:o,latencyMs:250}},{meta:{...a,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:o,latencyMs:180}},{meta:{...a,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:o,latencyMs:220}},{meta:{...a,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:o,latencyMs:410}}];function Ge(s){return M.find((m)=>m.meta.id===s)}import{registerDocBlocks as I}from"@contractspec/lib.contracts-spec/docs";var K=[{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
 - Automate document ingestion (receipts, statements) and link to transactions.
 - Provides a "family office" grade overview for individuals.
 - Uses open banking for real-time data and AI for insights.
@@ -23,7 +23,7 @@ import{OwnersEnum as v,StabilityEnum as b,TagsEnum as x}from"@contractspec/lib.c
 
 ## Guardrails
 - PII is redacted in summaries by default.
-- 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`."}];I(K);import{defineExample as V}from"@contractspec/lib.contracts-spec";var j=V({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}}}),F=j;var s=new Date,Ye=[{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:s,updatedAt:s},config:{bucket:"pfo-uploads",prefix:"financial-docs/"},syncSchedule:{enabled:!0,intervalMs:900000},lastSync:{timestamp:s,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:s,updatedAt:s},config:{labelIds:["INBOX","FINANCE"]},syncSchedule:{enabled:!0,intervalMs:300000},lastSync:{timestamp:s,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:s,updatedAt:s},config:{},syncSchedule:{enabled:!1}}];import{OPENBANKING_TELEMETRY_EVENTS as q}from"@contractspec/lib.contracts-integrations";import{defineCommand as l,defineQuery as D}from"@contractspec/lib.contracts-spec";import{OwnersEnum as i,StabilityEnum as c,TagsEnum as d}from"@contractspec/lib.contracts-spec/ownership";import{defineEnum as g,defineSchemaModel as n,ScalarTypeEnum as e}from"@contractspec/lib.schema";var H=g("Source",["upload","email","sync"]),R=g("Channel",["email","sms","both"]),Q=g("Period",["P7d","P30d","P90d"]),X=g("ObPeriod",["Pweek","Pmonth","Pquarter"]),z=n({name:"UploadDocumentInput",fields:{bucket:{type:e.NonEmptyString(),isOptional:!1},objectKey:{type:e.NonEmptyString(),isOptional:!1},mimeType:{type:e.NonEmptyString(),isOptional:!1},bytes:{type:e.Int_unsecure(),isOptional:!1},tags:{type:e.String_unsecure(),isOptional:!1,isArray:!0},uploadedAt:{type:e.Date(),isOptional:!1},source:{type:H,isOptional:!1}}}),J=n({name:"UploadDocumentOutput",fields:{documentId:{type:e.String_unsecure(),isOptional:!1},ingestionJobId:{type:e.String_unsecure(),isOptional:!1}}}),U=l({meta:{key:"pfo.documents.upload",version:"1.0.0",description:"Stores an object in tenant storage and schedules ingestion into the knowledge base.",goal:"Allow users to ingest financial documents for processing.",context:"Part of the finance domain. Documents are uploaded to object storage and then processed by the ingestion pipeline.",owners:[i.PlatformFinance],tags:["documents","ingestion",d.Guide],stability:c.Experimental},io:{input:z,output:J},policy:{auth:"user",rateLimit:{rpm:30,key:"user"}}}),Z=n({name:"PaymentReminderInput",fields:{billId:{type:e.String_unsecure(),isOptional:!1},recipientEmail:{type:e.EmailAddress(),isOptional:!1},recipientPhone:{type:e.String_unsecure(),isOptional:!0},dueDate:{type:e.Date(),isOptional:!1},amountCents:{type:e.Int_unsecure(),isOptional:!1},currency:{type:e.Currency(),isOptional:!1},channel:{type:R,isOptional:!1},memo:{type:e.String_unsecure(),isOptional:!0}}}),$=n({name:"PaymentReminderOutput",fields:{reminderId:{type:e.String_unsecure(),isOptional:!1},scheduledAt:{type:e.Date(),isOptional:!1}}}),P=l({meta:{key:"pfo.reminders.schedule-payment",version:"1.0.0",description:"Queues outbound email/SMS reminders for upcoming bills and adds an optional calendar hold.",goal:"Ensure bills are paid on time by notifying users.",context:"Finance automation. Reminders are sent via configured channels (email, SMS).",owners:[i.PlatformFinance],tags:["payments","reminders",d.Automation],stability:c.Beta},io:{input:Z,output:$},policy:{auth:"user"}}),C=n({name:"FinancialSummaryInput",fields:{period:{type:Q,isOptional:!1},includeVoiceSummary:{type:e.Boolean(),isOptional:!1}}}),G=n({name:"SummaryHighlight",fields:{label:{type:e.String_unsecure(),isOptional:!1},value:{type:e.String_unsecure(),isOptional:!1}}}),S=n({name:"FinancialSummaryOutput",fields:{summaryId:{type:e.String_unsecure(),isOptional:!1},generatedAt:{type:e.Date(),isOptional:!1},markdown:{type:e.String_unsecure(),isOptional:!1},highlights:{type:G,isOptional:!1,isArray:!0},cashflowDelta:{type:e.Float_unsecure(),isOptional:!1}}}),A=D({meta:{key:"pfo.summary.generate",version:"1.0.0",description:"Runs RAG over financial documents and email threads to provide a natural-language summary with key metrics.",goal:"Provide a quick overview of financial status and recent activity.",context:"Uses RAG over ingested knowledge. Summaries can be dispatched or viewed in app.",owners:[i.PlatformFinance],tags:["summary","ai",d.Automation],stability:c.Beta},io:{input:C,output:S},policy:{auth:"user"}}),W=n({name:"SyncEmailThreadsInput",fields:{labelIds:{type:e.String_unsecure(),isOptional:!1,isArray:!0},maxThreads:{type:e.Int_unsecure(),isOptional:!1},syncSinceMinutes:{type:e.Int_unsecure(),isOptional:!1}}}),L=n({name:"SyncEmailThreadsOutput",fields:{syncedThreads:{type:e.Int_unsecure(),isOptional:!1},lastMessageAt:{type:e.Date(),isOptional:!0}}}),Y=l({meta:{key:"pfo.email.sync-threads",version:"1.0.0",description:"Triggers ingestion of Gmail threads into the operational knowledge space.",goal:"Keep knowledge base up to date with email communications.",context:"Syncs from Gmail integration. Only includes threads matching configured labels.",owners:[i.PlatformMessaging],tags:["gmail","knowledge",d.Automation],stability:c.Beta},io:{input:W,output:L},policy:{auth:"user"}}),B=n({name:"SummaryDispatchInput",fields:{summaryId:{type:e.String_unsecure(),isOptional:!1},recipientEmail:{type:e.EmailAddress(),isOptional:!1},recipientName:{type:e.String_unsecure(),isOptional:!0},includeVoice:{type:e.Boolean(),isOptional:!1},voiceRecipient:{type:e.String_unsecure(),isOptional:!0}}}),O=n({name:"SummaryDispatchOutput",fields:{dispatchId:{type:e.String_unsecure(),isOptional:!1},emailSent:{type:e.Boolean(),isOptional:!1},voiceUrl:{type:e.String_unsecure(),isOptional:!0}}}),_=l({meta:{key:"pfo.summary.dispatch",version:"1.0.0",description:"Delivers the generated summary via email and optionally synthesises a voice note.",goal:"Deliver financial insights to users proactively.",context:"Dispatches summaries generated by pfo.summary.generate via email or voice.",owners:[i.PlatformMessaging],tags:["summary","communications",d.Automation],stability:c.Experimental},io:{input:B,output:O},policy:{auth:"user"}}),N=n({name:"OpenBankingOverviewInput",fields:{tenantId:{type:e.String_unsecure(),isOptional:!1},accountIds:{type:e.String_unsecure(),isOptional:!0,isArray:!0},period:{type:X,isOptional:!1},asOf:{type:e.Date(),isOptional:!0},includeCategories:{type:e.Boolean(),isOptional:!1},includeCashflowTrend:{type:e.Boolean(),isOptional:!1}}}),T=n({name:"OpenBankingOverviewOutput",fields:{knowledgeEntryId:{type:e.String_unsecure(),isOptional:!1},periodStart:{type:e.Date(),isOptional:!1},periodEnd:{type:e.Date(),isOptional:!1},generatedAt:{type:e.Date(),isOptional:!1},summaryPath:{type:e.String_unsecure(),isOptional:!0}}}),E=l({meta:{key:"pfo.openbanking.generate-overview",version:"1.0.0",description:"Aggregates balances and transactions into a derived financial overview stored in the knowledge layer.",goal:"Create a periodic financial snapshot.",context:"Aggregates data from open banking integration into a document.",owners:[i.PlatformFinance],tags:["open-banking","summary",d.Automation],stability:c.Experimental},io:{input:N,output:T},policy:{auth:"user"},telemetry:{success:{event:{key:q.overviewGenerated,version:"1.0.0"}}}}),Ee={"pfo.documents.upload":U,"pfo.reminders.schedule-payment":P,"pfo.summary.generate":A,"pfo.summary.dispatch":_,"pfo.email.sync-threads":Y,"pfo.openbanking.generate-overview":E};import{defineFeature as ee}from"@contractspec/lib.contracts-spec";var nt=ee({meta:{key:"pocket-family-office",version:"1.0.0",title:"Pocket Family Office",description:"Personal finance automation with document ingestion, open banking, and AI summaries",domain:"finance",owners:["@platform.finance"],tags:["finance","open-banking","documents","automation","family-office"],stability:"experimental"},operations:[{key:"pfo.documents.upload",version:"1.0.0"},{key:"pfo.reminders.schedule-payment",version:"1.0.0"},{key:"pfo.summary.generate",version:"1.0.0"},{key:"pfo.email.sync-threads",version:"1.0.0"},{key:"pfo.summary.dispatch",version:"1.0.0"},{key:"pfo.openbanking.generate-overview",version:"1.0.0"}],events:[],presentations:[],opToPresentation:[],presentationsTargets:[],capabilities:{provides:[{key:"pocket-family-office",version:"1.0.0"}],requires:[{key:"identity",version:"1.0.0"},{key:"openbanking",version:"1.0.0"}]},workflows:[{key:"pfo.workflow.sync-openbanking-accounts",version:"1.0.0"},{key:"pfo.workflow.sync-openbanking-transactions",version:"1.0.0"},{key:"pfo.workflow.refresh-openbanking-balances",version:"1.0.0"},{key:"pfo.workflow.generate-openbanking-overview",version:"1.0.0"},{key:"pfo.workflow.process-uploaded-document",version:"1.0.0"},{key:"pfo.workflow.upcoming-payments-reminder",version:"1.0.0"},{key:"pfo.workflow.generate-financial-summary",version:"1.0.0"},{key:"pfo.workflow.ingest-email-threads",version:"1.0.0"}],knowledge:[{key:"knowledge.financial-docs",version:"1.0.0"},{key:"knowledge.email-threads",version:"1.0.0"},{key:"knowledge.financial-overview",version:"1.0.0"}],telemetry:[{key:"pfo.telemetry",version:"1.0.0"}],policies:[{key:"pfo.policy.tenancy",version:"1.0.0"}],integrations:[{key:"pfo.integration.openbanking",version:"1.0.0"},{key:"pfo.integration.llm",version:"1.0.0"}],jobs:[{key:"pfo.job.doc-processing",version:"1.0.0"},{key:"pfo.job.reminder-dispatch",version:"1.0.0"}],docs:["docs.examples.pocket-family-office.goal","docs.examples.pocket-family-office.usage","docs.examples.pocket-family-office.reference"]}),ot=[{id:"docs.tech.contracts.vertical-pocket-family-office",title:"Pocket Family Office Vertical",summary:"Pocket Family Office is a ContractSpec reference vertical that",kind:"reference",visibility:"public",route:"/docs/tech/contracts/vertical-pocket-family-office",tags:["tech","contracts","vertical-pocket-family-office"],body:`# Pocket Family Office Vertical
+- 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`."}];I(K);import{defineExample as V}from"@contractspec/lib.contracts-spec/examples";var j=V({meta:{key:"examples.pocket-family-office",version:"1.0.0",title:"Pocket Family Office",description:"Pocket Family Office example - personal finance automation with open banking",kind:"template",visibility:"experimental",stability:"experimental",owners:["@contractspec-core"],tags:["package","examples","pocket-family-office"]},surfaces:{templates:!0,sandbox:{enabled:!0,modes:["playground","specs"]},studio:{enabled:!1,installable:!1},mcp:{enabled:!1}},entrypoints:{packageName:"@contractspec/example.pocket-family-office"}}),q=j;var r=new Date,Ye=[{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:r,updatedAt:r},config:{bucket:"pfo-uploads",prefix:"financial-docs/"},syncSchedule:{enabled:!0,intervalMs:900000},lastSync:{timestamp:r,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:r,updatedAt:r},config:{labelIds:["INBOX","FINANCE"]},syncSchedule:{enabled:!0,intervalMs:300000},lastSync:{timestamp:r,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:r,updatedAt:r},config:{},syncSchedule:{enabled:!1}}];import{OPENBANKING_TELEMETRY_EVENTS as D}from"@contractspec/lib.contracts-integrations";import{defineCommand as l,defineQuery as F}from"@contractspec/lib.contracts-spec";import{OwnersEnum as i,StabilityEnum as c,TagsEnum as d}from"@contractspec/lib.contracts-spec/ownership";import{defineEnum as g,defineSchemaModel as n,ScalarTypeEnum as e}from"@contractspec/lib.schema";var H=g("Source",["upload","email","sync"]),R=g("Channel",["email","sms","both"]),Q=g("Period",["P7d","P30d","P90d"]),X=g("ObPeriod",["Pweek","Pmonth","Pquarter"]),z=n({name:"UploadDocumentInput",fields:{bucket:{type:e.NonEmptyString(),isOptional:!1},objectKey:{type:e.NonEmptyString(),isOptional:!1},mimeType:{type:e.NonEmptyString(),isOptional:!1},bytes:{type:e.Int_unsecure(),isOptional:!1},tags:{type:e.String_unsecure(),isOptional:!1,isArray:!0},uploadedAt:{type:e.Date(),isOptional:!1},source:{type:H,isOptional:!1}}}),J=n({name:"UploadDocumentOutput",fields:{documentId:{type:e.String_unsecure(),isOptional:!1},ingestionJobId:{type:e.String_unsecure(),isOptional:!1}}}),U=l({meta:{key:"pfo.documents.upload",version:"1.0.0",description:"Stores an object in tenant storage and schedules ingestion into the knowledge base.",goal:"Allow users to ingest financial documents for processing.",context:"Part of the finance domain. Documents are uploaded to object storage and then processed by the ingestion pipeline.",owners:[i.PlatformFinance],tags:["documents","ingestion",d.Guide],stability:c.Experimental},io:{input:z,output:J},policy:{auth:"user",rateLimit:{rpm:30,key:"user"}}}),Z=n({name:"PaymentReminderInput",fields:{billId:{type:e.String_unsecure(),isOptional:!1},recipientEmail:{type:e.EmailAddress(),isOptional:!1},recipientPhone:{type:e.String_unsecure(),isOptional:!0},dueDate:{type:e.Date(),isOptional:!1},amountCents:{type:e.Int_unsecure(),isOptional:!1},currency:{type:e.Currency(),isOptional:!1},channel:{type:R,isOptional:!1},memo:{type:e.String_unsecure(),isOptional:!0}}}),$=n({name:"PaymentReminderOutput",fields:{reminderId:{type:e.String_unsecure(),isOptional:!1},scheduledAt:{type:e.Date(),isOptional:!1}}}),C=l({meta:{key:"pfo.reminders.schedule-payment",version:"1.0.0",description:"Queues outbound email/SMS reminders for upcoming bills and adds an optional calendar hold.",goal:"Ensure bills are paid on time by notifying users.",context:"Finance automation. Reminders are sent via configured channels (email, SMS).",owners:[i.PlatformFinance],tags:["payments","reminders",d.Automation],stability:c.Beta},io:{input:Z,output:$},policy:{auth:"user"}}),G=n({name:"FinancialSummaryInput",fields:{period:{type:Q,isOptional:!1},includeVoiceSummary:{type:e.Boolean(),isOptional:!1}}}),P=n({name:"SummaryHighlight",fields:{label:{type:e.String_unsecure(),isOptional:!1},value:{type:e.String_unsecure(),isOptional:!1}}}),S=n({name:"FinancialSummaryOutput",fields:{summaryId:{type:e.String_unsecure(),isOptional:!1},generatedAt:{type:e.Date(),isOptional:!1},markdown:{type:e.String_unsecure(),isOptional:!1},highlights:{type:P,isOptional:!1,isArray:!0},cashflowDelta:{type:e.Float_unsecure(),isOptional:!1}}}),A=F({meta:{key:"pfo.summary.generate",version:"1.0.0",description:"Runs RAG over financial documents and email threads to provide a natural-language summary with key metrics.",goal:"Provide a quick overview of financial status and recent activity.",context:"Uses RAG over ingested knowledge. Summaries can be dispatched or viewed in app.",owners:[i.PlatformFinance],tags:["summary","ai",d.Automation],stability:c.Beta},io:{input:G,output:S},policy:{auth:"user"}}),W=n({name:"SyncEmailThreadsInput",fields:{labelIds:{type:e.String_unsecure(),isOptional:!1,isArray:!0},maxThreads:{type:e.Int_unsecure(),isOptional:!1},syncSinceMinutes:{type:e.Int_unsecure(),isOptional:!1}}}),L=n({name:"SyncEmailThreadsOutput",fields:{syncedThreads:{type:e.Int_unsecure(),isOptional:!1},lastMessageAt:{type:e.Date(),isOptional:!0}}}),Y=l({meta:{key:"pfo.email.sync-threads",version:"1.0.0",description:"Triggers ingestion of Gmail threads into the operational knowledge space.",goal:"Keep knowledge base up to date with email communications.",context:"Syncs from Gmail integration. Only includes threads matching configured labels.",owners:[i.PlatformMessaging],tags:["gmail","knowledge",d.Automation],stability:c.Beta},io:{input:W,output:L},policy:{auth:"user"}}),B=n({name:"SummaryDispatchInput",fields:{summaryId:{type:e.String_unsecure(),isOptional:!1},recipientEmail:{type:e.EmailAddress(),isOptional:!1},recipientName:{type:e.String_unsecure(),isOptional:!0},includeVoice:{type:e.Boolean(),isOptional:!1},voiceRecipient:{type:e.String_unsecure(),isOptional:!0}}}),_=n({name:"SummaryDispatchOutput",fields:{dispatchId:{type:e.String_unsecure(),isOptional:!1},emailSent:{type:e.Boolean(),isOptional:!1},voiceUrl:{type:e.String_unsecure(),isOptional:!0}}}),O=l({meta:{key:"pfo.summary.dispatch",version:"1.0.0",description:"Delivers the generated summary via email and optionally synthesises a voice note.",goal:"Deliver financial insights to users proactively.",context:"Dispatches summaries generated by pfo.summary.generate via email or voice.",owners:[i.PlatformMessaging],tags:["summary","communications",d.Automation],stability:c.Experimental},io:{input:B,output:_},policy:{auth:"user"}}),N=n({name:"OpenBankingOverviewInput",fields:{tenantId:{type:e.String_unsecure(),isOptional:!1},accountIds:{type:e.String_unsecure(),isOptional:!0,isArray:!0},period:{type:X,isOptional:!1},asOf:{type:e.Date(),isOptional:!0},includeCategories:{type:e.Boolean(),isOptional:!1},includeCashflowTrend:{type:e.Boolean(),isOptional:!1}}}),T=n({name:"OpenBankingOverviewOutput",fields:{knowledgeEntryId:{type:e.String_unsecure(),isOptional:!1},periodStart:{type:e.Date(),isOptional:!1},periodEnd:{type:e.Date(),isOptional:!1},generatedAt:{type:e.Date(),isOptional:!1},summaryPath:{type:e.String_unsecure(),isOptional:!0}}}),E=l({meta:{key:"pfo.openbanking.generate-overview",version:"1.0.0",description:"Aggregates balances and transactions into a derived financial overview stored in the knowledge layer.",goal:"Create a periodic financial snapshot.",context:"Aggregates data from open banking integration into a document.",owners:[i.PlatformFinance],tags:["open-banking","summary",d.Automation],stability:c.Experimental},io:{input:N,output:T},policy:{auth:"user"},telemetry:{success:{event:{key:D.overviewGenerated,version:"1.0.0"}}}}),Ee={"pfo.documents.upload":U,"pfo.reminders.schedule-payment":C,"pfo.summary.generate":A,"pfo.summary.dispatch":O,"pfo.email.sync-threads":Y,"pfo.openbanking.generate-overview":E};import{defineFeature as ee}from"@contractspec/lib.contracts-spec/features";var nt=ee({meta:{key:"pocket-family-office",version:"1.0.0",title:"Pocket Family Office",description:"Personal finance automation with document ingestion, open banking, and AI summaries",domain:"finance",owners:["@platform.finance"],tags:["finance","open-banking","documents","automation","family-office"],stability:"experimental"},operations:[{key:"pfo.documents.upload",version:"1.0.0"},{key:"pfo.reminders.schedule-payment",version:"1.0.0"},{key:"pfo.summary.generate",version:"1.0.0"},{key:"pfo.email.sync-threads",version:"1.0.0"},{key:"pfo.summary.dispatch",version:"1.0.0"},{key:"pfo.openbanking.generate-overview",version:"1.0.0"}],events:[],presentations:[],opToPresentation:[],presentationsTargets:[],capabilities:{provides:[{key:"pocket-family-office",version:"1.0.0"}],requires:[{key:"identity",version:"1.0.0"},{key:"openbanking",version:"1.0.0"}]},workflows:[{key:"pfo.workflow.sync-openbanking-accounts",version:"1.0.0"},{key:"pfo.workflow.sync-openbanking-transactions",version:"1.0.0"},{key:"pfo.workflow.refresh-openbanking-balances",version:"1.0.0"},{key:"pfo.workflow.generate-openbanking-overview",version:"1.0.0"},{key:"pfo.workflow.process-uploaded-document",version:"1.0.0"},{key:"pfo.workflow.upcoming-payments-reminder",version:"1.0.0"},{key:"pfo.workflow.generate-financial-summary",version:"1.0.0"},{key:"pfo.workflow.ingest-email-threads",version:"1.0.0"}],knowledge:[{key:"knowledge.financial-docs",version:"1.0.0"},{key:"knowledge.email-threads",version:"1.0.0"},{key:"knowledge.financial-overview",version:"1.0.0"}],telemetry:[{key:"pfo.telemetry",version:"1.0.0"}],policies:[{key:"pfo.policy.tenancy",version:"1.0.0"}],integrations:[{key:"pfo.integration.openbanking",version:"1.0.0"},{key:"pfo.integration.llm",version:"1.0.0"}],jobs:[{key:"pfo.job.doc-processing",version:"1.0.0"},{key:"pfo.job.reminder-dispatch",version:"1.0.0"}],docs:["docs.examples.pocket-family-office.goal","docs.examples.pocket-family-office.usage","docs.examples.pocket-family-office.reference"]}),ot=[{id:"docs.tech.contracts.vertical-pocket-family-office",title:"Pocket Family Office Vertical",summary:"Pocket Family Office is a ContractSpec reference vertical that",kind:"reference",visibility:"public",route:"/docs/tech/contracts/vertical-pocket-family-office",tags:["tech","contracts","vertical-pocket-family-office"],body:`# Pocket Family Office Vertical
 
 Pocket Family Office is a ContractSpec reference vertical that
 demonstrates finance automation atop the integration and knowledge
@@ -128,4 +128,4 @@ tenant-specific IDs/secret references before deploying.
 
 
 
-`}];import{OPENBANKING_PII_FIELDS as te,OPENBANKING_TELEMETRY_EVENTS as f}from"@contractspec/lib.contracts-integrations";import{OwnersEnum as ne,StabilityEnum as oe,TagsEnum as ae}from"@contractspec/lib.contracts-spec/ownership";var p={tenantId:{type:"string",required:!0,description:"Tenant identifier for multi-tenant isolation."},appId:{type:"string",required:!0,description:"Application identifier associated with the event."},blueprint:{type:"string",required:!0,description:"Blueprint name@version emitting the telemetry."},configVersion:{type:"number",required:!0,description:"Resolved app config version when the event was generated."},slotId:{type:"string",required:!0,description:"Integration slot identifier (e.g., primaryOpenBanking)."},connectionId:{type:"string",required:!0,description:"Integration connection ID used for the sync."}};function h(r){return{type:"string",description:r,pii:!1}}var it={meta:{key:"pfo.telemetry",version:"1.0.0",title:"Pocket Family Office Telemetry",description:"Operational telemetry for Pocket Family Office workflows, including Powens open banking syncs.",domain:"finance",owners:[ne.PlatformFinance],tags:["open-banking",ae.Automation],stability:oe.Experimental},config:{defaultRetentionDays:180,defaultSamplingRate:1},events:[{key:f.accountsSynced,version:"1.0.0",semantics:{what:"Open banking account synchronisation completed.",why:"Refresh canonical account metadata for reporting and workflows."},privacy:"internal",properties:{...p,syncedCount:{type:"number",description:"Number of accounts synced successfully."},failedCount:{type:"number",description:"Number of accounts that failed to sync."},durationMs:{type:"number",description:"Duration of the sync job in milliseconds."}}},{key:f.transactionsSynced,version:"1.0.0",semantics:{what:"Open banking transaction synchronisation completed.",why:"Keep canonical transaction ledger in sync for analytics."},privacy:"internal",properties:{...p,accountId:{type:"string",description:"Bank account identifier used during the sync.",pii:!1},syncedCount:{type:"number",description:"Number of transactions synced successfully."},failedCount:{type:"number",description:"Number of transactions that failed to sync."},from:{type:"timestamp",description:"Start timestamp for the sync window."},to:{type:"timestamp",description:"End timestamp for the sync window."}}},{key:f.balancesRefreshed,version:"1.0.0",semantics:{what:"Open banking balances refreshed.",why:"Provide accurate cash position for dashboards and alerts."},privacy:"internal",properties:{...p,accountId:h("Bank account identifier."),balanceTypes:{type:"json",description:"Balance types included in the refresh."},refreshedAt:{type:"timestamp",description:"Timestamp when balances were refreshed."}}},{key:f.overviewGenerated,version:"1.0.0",semantics:{what:"Derived financial overview generated.",why:"Persist cashflow and category summaries into knowledge space."},privacy:"internal",properties:{...p,knowledgeEntryId:h("Identifier of the knowledge document containing the overview."),period:{type:"string",description:"Aggregation period used (week, month, quarter)."},periodStart:{type:"timestamp",description:"Start timestamp for the aggregation window."},periodEnd:{type:"timestamp",description:"End timestamp for the aggregation window."}},tags:["knowledge","analytics"]}]},ct=te;var lt={meta:{id:"tenant-pfo-sample",tenantId:"tenant.family-office",appId:"pocket-family-office",blueprintName:"pocket-family-office.app",blueprintVersion:"1.0.0",environment:"production",version:"1.0.0",createdAt:new Date().toISOString(),updatedAt:new Date().toISOString(),status:"published"},featureFlags:[{key:"voice-summaries",enabled:!0,description:"Enable spoken ElevenLabs summaries for daily briefings."}],integrations:[{slotId:"primaryLLM",connectionId:"conn-mistral-primary"},{slotId:"primaryVectorDb",connectionId:"conn-qdrant-finance"},{slotId:"primaryStorage",connectionId:"conn-gcs-documents"},{slotId:"primaryOpenBanking",connectionId:"conn-powens-primary"},{slotId:"emailInbound",connectionId:"conn-gmail-threads"},{slotId:"emailOutbound",connectionId:"conn-postmark-outbound"},{slotId:"calendarScheduling",connectionId:"conn-google-calendar"},{slotId:"voicePlayback",connectionId:"conn-elevenlabs-voice"},{slotId:"smsNotifications",connectionId:"conn-twilio-sms"},{slotId:"paymentsProcessing",connectionId:"conn-stripe-recurring"}],knowledge:[{spaceKey:"knowledge.financial-docs",scope:{workflows:["pfo.workflow.process-uploaded-document","pfo.workflow.generate-financial-summary"]}},{spaceKey:"knowledge.email-threads",scope:{workflows:["pfo.workflow.ingest-email-threads"]}},{spaceKey:"knowledge.financial-overview",scope:{workflows:["pfo.workflow.sync-openbanking-transactions","pfo.workflow.refresh-openbanking-balances","pfo.workflow.generate-financial-summary","pfo.workflow.generate-openbanking-overview"]},required:!1}],locales:{defaultLocale:"en",enabledLocales:["en"]},notes:"Sample tenant configuration for hackathon demos. Replace connection IDs with tenant-specific bindings when provisioning."};import{OwnersEnum as se,StabilityEnum as re,TagsEnum as ie}from"@contractspec/lib.contracts-spec";import{defineWorkflow as ce}from"@contractspec/lib.contracts-spec/workflow/spec";var mt=ce({meta:{key:"pfo.workflow.generate-financial-summary",version:"1.0.0",title:"Generate Financial Summary",description:"Retrieves the latest financial signals, generates an AI summary, and optionally distributes it by voice or email.",domain:"finance",owners:[se.PlatformFinance],tags:["summary","ai",ie.Automation],stability:re.Beta},definition:{entryStepId:"summarise",steps:[{id:"summarise",type:"automation",label:"Generate Summary",description:"Run retrieval augmented generation over the knowledge base to produce a household summary.",action:{operation:{key:"pfo.summary.generate",version:"1.0.0"}},requiredIntegrations:["primaryLLM","primaryVectorDb"],retry:{maxAttempts:3,backoff:"exponential",delayMs:750}},{id:"distribute",type:"automation",label:"Distribute Summary",description:"Send the generated summary via email and optionally synthesise a voice note.",action:{operation:{key:"pfo.summary.dispatch",version:"1.0.0"}},requiredIntegrations:["emailOutbound"],retry:{maxAttempts:2,backoff:"linear",delayMs:500}}],transitions:[{from:"summarise",to:"distribute"}]}});import{OwnersEnum as de,StabilityEnum as le,TagsEnum as ge}from"@contractspec/lib.contracts-spec";import{defineWorkflow as fe}from"@contractspec/lib.contracts-spec/workflow/spec";var pe=[{key:"openbanking.accounts.read",version:"1.0.0"},{key:"openbanking.transactions.read",version:"1.0.0"},{key:"openbanking.balances.read",version:"1.0.0"}],kt=fe({meta:{key:"pfo.workflow.generate-openbanking-overview",version:"1.0.0",title:"Generate Open Banking Overview",description:"Produces a derived financial overview and stores it in the operational knowledge space.",domain:"finance",owners:[de.PlatformFinance],tags:["open-banking","summary",ge.Automation],stability:le.Experimental},definition:{entryStepId:"generate-overview",steps:[{id:"generate-overview",type:"automation",label:"Generate Overview",description:"Aggregate balances, cashflow, and category breakdowns into a knowledge entry.",action:{operation:{key:"pfo.openbanking.generate-overview",version:"1.0.0"}},requiredIntegrations:["primaryOpenBanking"],requiredCapabilities:pe,retry:{maxAttempts:3,backoff:"exponential",delayMs:1500}}],transitions:[]}});import{OwnersEnum as me,StabilityEnum as he,TagsEnum as ue}from"@contractspec/lib.contracts-spec";import{defineWorkflow as ye}from"@contractspec/lib.contracts-spec/workflow/spec";var wt=ye({meta:{key:"pfo.workflow.ingest-email-threads",version:"1.0.0",title:"Ingest Email Threads",description:"Synchronises Gmail threads tagged with finance labels and indexes them into operational knowledge spaces.",domain:"communications",owners:[me.PlatformMessaging],tags:["gmail","knowledge",ue.Automation],stability:he.Experimental},definition:{entryStepId:"sync",steps:[{id:"sync",type:"automation",label:"Sync Gmail Threads",description:"Fetches Gmail threads and transforms them into knowledge fragments before vector indexing.",action:{operation:{key:"pfo.email.sync-threads",version:"1.0.0"}},requiredIntegrations:["emailInbound","primaryVectorDb"],retry:{maxAttempts:3,backoff:"exponential",delayMs:1000}},{id:"triage",type:"human",label:"Triage Exceptions",description:"Operators can resolve sync failures or tag important threads for follow-up."}],transitions:[{from:"sync",to:"triage",condition:"output?.syncedThreads === 0",label:"No new threads"}]}});import{OwnersEnum as ke,StabilityEnum as ve,TagsEnum as be}from"@contractspec/lib.contracts-spec";import{defineWorkflow as xe}from"@contractspec/lib.contracts-spec/workflow/spec";var Vt=xe({meta:{key:"pfo.workflow.process-uploaded-document",version:"1.0.0",title:"Process Uploaded Document",description:"Stores an uploaded invoice/contract, queues ingestion, and records any follow-up reminders.",domain:"finance",owners:[ke.PlatformFinance],tags:["documents","ingestion",be.Automation],stability:ve.Experimental},definition:{entryStepId:"store",steps:[{id:"store",type:"automation",label:"Store and Queue Ingestion",description:"Persist the document to storage and enqueue the knowledge ingestion pipeline.",action:{operation:{key:"pfo.documents.upload",version:"1.0.0"}},requiredIntegrations:["primaryStorage","primaryVectorDb"],retry:{maxAttempts:3,backoff:"exponential",delayMs:500}},{id:"review",type:"human",label:"Optional Human Classification",description:"Finance lead can categorise the document while ingestion completes."}],transitions:[{from:"store",to:"review"}]}});import{OwnersEnum as we,StabilityEnum as Me,TagsEnum as Ie}from"@contractspec/lib.contracts-spec";import{defineWorkflow as Ke}from"@contractspec/lib.contracts-spec/workflow/spec";var u={key:"openbanking.balances.read",version:"1.0.0"},Dt=Ke({meta:{key:"pfo.workflow.refresh-openbanking-balances",version:"1.0.0",title:"Refresh Open Banking Balances",description:"Refreshes balances for synced accounts to surface the latest cash positions in dashboards.",domain:"finance",owners:[we.PlatformFinance],tags:["open-banking","powens",Ie.Automation],stability:Me.Experimental},definition:{entryStepId:"refresh-balances",steps:[{id:"refresh-balances",type:"automation",label:"Refresh Balances",description:"Trigger the Powens provider to obtain current and available balances.",action:{operation:{key:"openbanking.balances.refresh",version:"1.0.0"}},requiredIntegrations:["primaryOpenBanking"],requiredCapabilities:[u],retry:{maxAttempts:3,backoff:"exponential",delayMs:1000}},{id:"fetch-balances",type:"automation",label:"Fetch Balances",description:"Load the canonical balance snapshots for downstream workflows and dashboards.",action:{operation:{key:"openbanking.balances.get",version:"1.0.0"}},requiredIntegrations:["primaryOpenBanking"],requiredCapabilities:[u],retry:{maxAttempts:2,backoff:"linear",delayMs:750}}],transitions:[{from:"refresh-balances",to:"fetch-balances"}]}});import{OwnersEnum as Ve,StabilityEnum as je,TagsEnum as Fe}from"@contractspec/lib.contracts-spec";import{defineWorkflow as qe}from"@contractspec/lib.contracts-spec/workflow/spec";var y={key:"openbanking.accounts.read",version:"1.0.0"},Xt=qe({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:[Ve.PlatformFinance],tags:["open-banking","powens",Fe.Automation],stability:je.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:[y],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:[y],retry:{maxAttempts:2,backoff:"linear",delayMs:750}}],transitions:[{from:"sync-accounts",to:"fetch-accounts"}]}});import{OwnersEnum as De,StabilityEnum as He,TagsEnum as Re}from"@contractspec/lib.contracts-spec";import{defineWorkflow as Qe}from"@contractspec/lib.contracts-spec/workflow/spec";var k={key:"openbanking.transactions.read",version:"1.0.0"},Zt=Qe({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:[De.PlatformFinance],tags:["open-banking","powens",Re.Automation],stability:He.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:[k],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:[k],retry:{maxAttempts:2,backoff:"linear",delayMs:1000}}],transitions:[{from:"sync-transactions",to:"list-transactions"}]}});import{OwnersEnum as Xe,StabilityEnum as ze,TagsEnum as Je}from"@contractspec/lib.contracts-spec";import{defineWorkflow as Ue}from"@contractspec/lib.contracts-spec/workflow/spec";var Gt=Ue({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:[Xe.PlatformFinance],tags:["payments","reminders",Je.Automation],stability:ze.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{U as uploadDocumentContract,Gt as upcomingPaymentsReminderWorkflow,ot as tech_contracts_vertical_pocket_family_office_DocBlocks,Zt as syncOpenBankingTransactionsWorkflow,Xt as syncOpenBankingAccountsWorkflow,Y as syncEmailThreadsContract,P as schedulePaymentReminderContract,$e as registerPocketFamilyOfficeBlueprint,Dt as refreshOpenBankingBalancesWorkflow,Vt as processUploadedDocumentWorkflow,lt as pocketFamilyOfficeTenantSample,it as pocketFamilyOfficeTelemetry,Ye as pocketFamilyOfficeKnowledgeSources,Ee as pocketFamilyOfficeContracts,M as pocketFamilyOfficeConnections,w as pocketFamilyOfficeBlueprint,wt as ingestEmailThreadsWorkflow,Ce as getPocketFamilyOfficeConnection,kt as generateOpenBankingOverviewWorkflow,E as generateOpenBankingOverviewContract,mt as generateFinancialSummaryWorkflow,A as generateFinancialSummaryContract,F as example,_ as dispatchFinancialSummaryContract,nt as PocketFamilyOfficeFeature,ct as OPENBANKING_SENSITIVE_FIELDS};
+`}];import{OPENBANKING_PII_FIELDS as te,OPENBANKING_TELEMETRY_EVENTS as p}from"@contractspec/lib.contracts-integrations";import{OwnersEnum as ne,StabilityEnum as oe,TagsEnum as ae}from"@contractspec/lib.contracts-spec/ownership";var f={tenantId:{type:"string",required:!0,description:"Tenant identifier for multi-tenant isolation."},appId:{type:"string",required:!0,description:"Application identifier associated with the event."},blueprint:{type:"string",required:!0,description:"Blueprint name@version emitting the telemetry."},configVersion:{type:"number",required:!0,description:"Resolved app config version when the event was generated."},slotId:{type:"string",required:!0,description:"Integration slot identifier (e.g., primaryOpenBanking)."},connectionId:{type:"string",required:!0,description:"Integration connection ID used for the sync."}};function h(s){return{type:"string",description:s,pii:!1}}var it={meta:{key:"pfo.telemetry",version:"1.0.0",title:"Pocket Family Office Telemetry",description:"Operational telemetry for Pocket Family Office workflows, including Powens open banking syncs.",domain:"finance",owners:[ne.PlatformFinance],tags:["open-banking",ae.Automation],stability:oe.Experimental},config:{defaultRetentionDays:180,defaultSamplingRate:1},events:[{key:p.accountsSynced,version:"1.0.0",semantics:{what:"Open banking account synchronisation completed.",why:"Refresh canonical account metadata for reporting and workflows."},privacy:"internal",properties:{...f,syncedCount:{type:"number",description:"Number of accounts synced successfully."},failedCount:{type:"number",description:"Number of accounts that failed to sync."},durationMs:{type:"number",description:"Duration of the sync job in milliseconds."}}},{key:p.transactionsSynced,version:"1.0.0",semantics:{what:"Open banking transaction synchronisation completed.",why:"Keep canonical transaction ledger in sync for analytics."},privacy:"internal",properties:{...f,accountId:{type:"string",description:"Bank account identifier used during the sync.",pii:!1},syncedCount:{type:"number",description:"Number of transactions synced successfully."},failedCount:{type:"number",description:"Number of transactions that failed to sync."},from:{type:"timestamp",description:"Start timestamp for the sync window."},to:{type:"timestamp",description:"End timestamp for the sync window."}}},{key:p.balancesRefreshed,version:"1.0.0",semantics:{what:"Open banking balances refreshed.",why:"Provide accurate cash position for dashboards and alerts."},privacy:"internal",properties:{...f,accountId:h("Bank account identifier."),balanceTypes:{type:"json",description:"Balance types included in the refresh."},refreshedAt:{type:"timestamp",description:"Timestamp when balances were refreshed."}}},{key:p.overviewGenerated,version:"1.0.0",semantics:{what:"Derived financial overview generated.",why:"Persist cashflow and category summaries into knowledge space."},privacy:"internal",properties:{...f,knowledgeEntryId:h("Identifier of the knowledge document containing the overview."),period:{type:"string",description:"Aggregation period used (week, month, quarter)."},periodStart:{type:"timestamp",description:"Start timestamp for the aggregation window."},periodEnd:{type:"timestamp",description:"End timestamp for the aggregation window."}},tags:["knowledge","analytics"]}]},ct=te;var lt={meta:{id:"tenant-pfo-sample",tenantId:"tenant.family-office",appId:"pocket-family-office",blueprintName:"pocket-family-office.app",blueprintVersion:"1.0.0",environment:"production",version:"1.0.0",createdAt:new Date().toISOString(),updatedAt:new Date().toISOString(),status:"published"},featureFlags:[{key:"voice-summaries",enabled:!0,description:"Enable spoken ElevenLabs summaries for daily briefings."}],integrations:[{slotId:"primaryLLM",connectionId:"conn-mistral-primary"},{slotId:"primaryVectorDb",connectionId:"conn-qdrant-finance"},{slotId:"primaryStorage",connectionId:"conn-gcs-documents"},{slotId:"primaryOpenBanking",connectionId:"conn-powens-primary"},{slotId:"emailInbound",connectionId:"conn-gmail-threads"},{slotId:"emailOutbound",connectionId:"conn-postmark-outbound"},{slotId:"calendarScheduling",connectionId:"conn-google-calendar"},{slotId:"voicePlayback",connectionId:"conn-elevenlabs-voice"},{slotId:"smsNotifications",connectionId:"conn-twilio-sms"},{slotId:"paymentsProcessing",connectionId:"conn-stripe-recurring"}],knowledge:[{spaceKey:"knowledge.financial-docs",scope:{workflows:["pfo.workflow.process-uploaded-document","pfo.workflow.generate-financial-summary"]}},{spaceKey:"knowledge.email-threads",scope:{workflows:["pfo.workflow.ingest-email-threads"]}},{spaceKey:"knowledge.financial-overview",scope:{workflows:["pfo.workflow.sync-openbanking-transactions","pfo.workflow.refresh-openbanking-balances","pfo.workflow.generate-financial-summary","pfo.workflow.generate-openbanking-overview"]},required:!1}],locales:{defaultLocale:"en",enabledLocales:["en"]},notes:"Sample tenant configuration for hackathon demos. Replace connection IDs with tenant-specific bindings when provisioning."};import{OwnersEnum as re,StabilityEnum as se,TagsEnum as ie}from"@contractspec/lib.contracts-spec";import{defineWorkflow as ce}from"@contractspec/lib.contracts-spec/workflow/spec";var mt=ce({meta:{key:"pfo.workflow.generate-financial-summary",version:"1.0.0",title:"Generate Financial Summary",description:"Retrieves the latest financial signals, generates an AI summary, and optionally distributes it by voice or email.",domain:"finance",owners:[re.PlatformFinance],tags:["summary","ai",ie.Automation],stability:se.Beta},definition:{entryStepId:"summarise",steps:[{id:"summarise",type:"automation",label:"Generate Summary",description:"Run retrieval augmented generation over the knowledge base to produce a household summary.",action:{operation:{key:"pfo.summary.generate",version:"1.0.0"}},requiredIntegrations:["primaryLLM","primaryVectorDb"],retry:{maxAttempts:3,backoff:"exponential",delayMs:750}},{id:"distribute",type:"automation",label:"Distribute Summary",description:"Send the generated summary via email and optionally synthesise a voice note.",action:{operation:{key:"pfo.summary.dispatch",version:"1.0.0"}},requiredIntegrations:["emailOutbound"],retry:{maxAttempts:2,backoff:"linear",delayMs:500}}],transitions:[{from:"summarise",to:"distribute"}]}});import{OwnersEnum as de,StabilityEnum as le,TagsEnum as ge}from"@contractspec/lib.contracts-spec";import{defineWorkflow as pe}from"@contractspec/lib.contracts-spec/workflow/spec";var fe=[{key:"openbanking.accounts.read",version:"1.0.0"},{key:"openbanking.transactions.read",version:"1.0.0"},{key:"openbanking.balances.read",version:"1.0.0"}],vt=pe({meta:{key:"pfo.workflow.generate-openbanking-overview",version:"1.0.0",title:"Generate Open Banking Overview",description:"Produces a derived financial overview and stores it in the operational knowledge space.",domain:"finance",owners:[de.PlatformFinance],tags:["open-banking","summary",ge.Automation],stability:le.Experimental},definition:{entryStepId:"generate-overview",steps:[{id:"generate-overview",type:"automation",label:"Generate Overview",description:"Aggregate balances, cashflow, and category breakdowns into a knowledge entry.",action:{operation:{key:"pfo.openbanking.generate-overview",version:"1.0.0"}},requiredIntegrations:["primaryOpenBanking"],requiredCapabilities:fe,retry:{maxAttempts:3,backoff:"exponential",delayMs:1500}}],transitions:[]}});import{OwnersEnum as me,StabilityEnum as he,TagsEnum as ue}from"@contractspec/lib.contracts-spec";import{defineWorkflow as ye}from"@contractspec/lib.contracts-spec/workflow/spec";var wt=ye({meta:{key:"pfo.workflow.ingest-email-threads",version:"1.0.0",title:"Ingest Email Threads",description:"Synchronises Gmail threads tagged with finance labels and indexes them into operational knowledge spaces.",domain:"communications",owners:[me.PlatformMessaging],tags:["gmail","knowledge",ue.Automation],stability:he.Experimental},definition:{entryStepId:"sync",steps:[{id:"sync",type:"automation",label:"Sync Gmail Threads",description:"Fetches Gmail threads and transforms them into knowledge fragments before vector indexing.",action:{operation:{key:"pfo.email.sync-threads",version:"1.0.0"}},requiredIntegrations:["emailInbound","primaryVectorDb"],retry:{maxAttempts:3,backoff:"exponential",delayMs:1000}},{id:"triage",type:"human",label:"Triage Exceptions",description:"Operators can resolve sync failures or tag important threads for follow-up."}],transitions:[{from:"sync",to:"triage",condition:"output?.syncedThreads === 0",label:"No new threads"}]}});import{OwnersEnum as ve,StabilityEnum as ke,TagsEnum as be}from"@contractspec/lib.contracts-spec";import{defineWorkflow as xe}from"@contractspec/lib.contracts-spec/workflow/spec";var Vt=xe({meta:{key:"pfo.workflow.process-uploaded-document",version:"1.0.0",title:"Process Uploaded Document",description:"Stores an uploaded invoice/contract, queues ingestion, and records any follow-up reminders.",domain:"finance",owners:[ve.PlatformFinance],tags:["documents","ingestion",be.Automation],stability:ke.Experimental},definition:{entryStepId:"store",steps:[{id:"store",type:"automation",label:"Store and Queue Ingestion",description:"Persist the document to storage and enqueue the knowledge ingestion pipeline.",action:{operation:{key:"pfo.documents.upload",version:"1.0.0"}},requiredIntegrations:["primaryStorage","primaryVectorDb"],retry:{maxAttempts:3,backoff:"exponential",delayMs:500}},{id:"review",type:"human",label:"Optional Human Classification",description:"Finance lead can categorise the document while ingestion completes."}],transitions:[{from:"store",to:"review"}]}});import{OwnersEnum as we,StabilityEnum as Me,TagsEnum as Ie}from"@contractspec/lib.contracts-spec";import{defineWorkflow as Ke}from"@contractspec/lib.contracts-spec/workflow/spec";var u={key:"openbanking.balances.read",version:"1.0.0"},Ft=Ke({meta:{key:"pfo.workflow.refresh-openbanking-balances",version:"1.0.0",title:"Refresh Open Banking Balances",description:"Refreshes balances for synced accounts to surface the latest cash positions in dashboards.",domain:"finance",owners:[we.PlatformFinance],tags:["open-banking","powens",Ie.Automation],stability:Me.Experimental},definition:{entryStepId:"refresh-balances",steps:[{id:"refresh-balances",type:"automation",label:"Refresh Balances",description:"Trigger the Powens provider to obtain current and available balances.",action:{operation:{key:"openbanking.balances.refresh",version:"1.0.0"}},requiredIntegrations:["primaryOpenBanking"],requiredCapabilities:[u],retry:{maxAttempts:3,backoff:"exponential",delayMs:1000}},{id:"fetch-balances",type:"automation",label:"Fetch Balances",description:"Load the canonical balance snapshots for downstream workflows and dashboards.",action:{operation:{key:"openbanking.balances.get",version:"1.0.0"}},requiredIntegrations:["primaryOpenBanking"],requiredCapabilities:[u],retry:{maxAttempts:2,backoff:"linear",delayMs:750}}],transitions:[{from:"refresh-balances",to:"fetch-balances"}]}});import{OwnersEnum as Ve,StabilityEnum as je,TagsEnum as qe}from"@contractspec/lib.contracts-spec";import{defineWorkflow as De}from"@contractspec/lib.contracts-spec/workflow/spec";var y={key:"openbanking.accounts.read",version:"1.0.0"},Xt=De({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:[Ve.PlatformFinance],tags:["open-banking","powens",qe.Automation],stability:je.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:[y],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:[y],retry:{maxAttempts:2,backoff:"linear",delayMs:750}}],transitions:[{from:"sync-accounts",to:"fetch-accounts"}]}});import{OwnersEnum as Fe,StabilityEnum as He,TagsEnum as Re}from"@contractspec/lib.contracts-spec";import{defineWorkflow as Qe}from"@contractspec/lib.contracts-spec/workflow/spec";var v={key:"openbanking.transactions.read",version:"1.0.0"},Zt=Qe({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:[Fe.PlatformFinance],tags:["open-banking","powens",Re.Automation],stability:He.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:[v],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:[v],retry:{maxAttempts:2,backoff:"linear",delayMs:1000}}],transitions:[{from:"sync-transactions",to:"list-transactions"}]}});import{OwnersEnum as Xe,StabilityEnum as ze,TagsEnum as Je}from"@contractspec/lib.contracts-spec";import{defineWorkflow as Ue}from"@contractspec/lib.contracts-spec/workflow/spec";var Pt=Ue({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:[Xe.PlatformFinance],tags:["payments","reminders",Je.Automation],stability:ze.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{U as uploadDocumentContract,Pt as upcomingPaymentsReminderWorkflow,ot as tech_contracts_vertical_pocket_family_office_DocBlocks,Zt as syncOpenBankingTransactionsWorkflow,Xt as syncOpenBankingAccountsWorkflow,Y as syncEmailThreadsContract,C as schedulePaymentReminderContract,$e as registerPocketFamilyOfficeBlueprint,Ft as refreshOpenBankingBalancesWorkflow,Vt as processUploadedDocumentWorkflow,lt as pocketFamilyOfficeTenantSample,it as pocketFamilyOfficeTelemetry,Ye as pocketFamilyOfficeKnowledgeSources,Ee as pocketFamilyOfficeContracts,M as pocketFamilyOfficeConnections,w as pocketFamilyOfficeBlueprint,wt as ingestEmailThreadsWorkflow,Ge as getPocketFamilyOfficeConnection,vt as generateOpenBankingOverviewWorkflow,E as generateOpenBankingOverviewContract,mt as generateFinancialSummaryWorkflow,A as generateFinancialSummaryContract,q as example,O as dispatchFinancialSummaryContract,nt as PocketFamilyOfficeFeature,ct as OPENBANKING_SENSITIVE_FIELDS,j as ExamplesPocketFamilyOfficeExample};

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

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

package/dist/example.d.ts

@@ -1,2 +1,3 @@
-declare const example: import("@contractspec/lib.contracts-spec").ExampleSpec;
-export default example;
+declare const ExamplesPocketFamilyOfficeExample: import("@contractspec/lib.contracts-spec").ExampleSpec;
+export default ExamplesPocketFamilyOfficeExample;
+export { ExamplesPocketFamilyOfficeExample };

package/dist/example.js

@@ -1,2 +1,2 @@
 // @bun
-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};
+import{defineExample as b}from"@contractspec/lib.contracts-spec/examples";var d=b({meta:{key:"examples.pocket-family-office",version:"1.0.0",title:"Pocket Family Office",description:"Pocket Family Office example - personal finance automation with open banking",kind:"template",visibility:"experimental",stability:"experimental",owners:["@contractspec-core"],tags:["package","examples","pocket-family-office"]},surfaces:{templates:!0,sandbox:{enabled:!0,modes:["playground","specs"]},studio:{enabled:!1,installable:!1},mcp:{enabled:!1}},entrypoints:{packageName:"@contractspec/example.pocket-family-office"}}),j=d;export{j as default,d as ExamplesPocketFamilyOfficeExample};

package/dist/index.d.ts

@@ -8,3 +8,4 @@ export * from './telemetry';
 export * from './tenant.sample';
 export * from './workflows';
 import './docs';
+export * from './example';

package/dist/index.js

@@ -1,5 +1,5 @@
 // @bun
-import{OwnersEnum as v,StabilityEnum as b,TagsEnum as x}from"@contractspec/lib.contracts-spec/ownership";var t=(r,m)=>({key:r,version:m}),w={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:[v.PlatformFinance],tags:[x.Guide,"finance","automation"],stability:b.Experimental},capabilities:{enabled:[t("ai.chat","1.0.0"),t("ai.embeddings","1.0.0"),t("vector-db.search","1.0.0"),t("vector-db.storage","1.0.0"),t("storage.objects","1.0.0"),t("email.inbound","1.0.0"),t("email.transactional","1.0.0"),t("calendar.events","1.0.0"),t("sms.outbound","1.0.0"),t("ai.voice.tts","1.0.0"),t("payments.psp","1.0.0"),t("openbanking.accounts.read","1.0.0"),t("openbanking.transactions.read","1.0.0"),t("openbanking.balances.read","1.0.0")]},integrationSlots:[{slotId:"primaryLLM",requiredCategory:"ai-llm",allowedModes:["managed","byok"],requiredCapabilities:[t("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:[t("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:[t("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:[t("openbanking.accounts.read","1.0.0"),t("openbanking.transactions.read","1.0.0"),t("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:[t("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:[t("email.transactional","1.0.0")],required:!0,description:"Transactional email delivery for reminders and summaries."},{slotId:"calendarScheduling",requiredCategory:"calendar",allowedModes:["managed","byok"],requiredCapabilities:[t("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:[t("ai.voice.tts","1.0.0")],required:!1,description:"Optional voice synthesis for spoken summaries (ElevenLabs)."},{slotId:"smsNotifications",requiredCategory:"sms",allowedModes:["managed","byok"],requiredCapabilities:[t("sms.outbound","1.0.0")],required:!1,description:"SMS provider used for urgent reminders."},{slotId:"paymentsProcessing",requiredCategory:"payments",allowedModes:["managed","byok"],requiredCapabilities:[t("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 $e(r){return r.register(w)}var o=new Date,a={tenantId:"tenant.family-office",createdAt:o,updatedAt:o},M=[{meta:{...a,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:o,latencyMs:180}},{meta:{...a,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:o,latencyMs:95}},{meta:{...a,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:o,latencyMs:60}},{meta:{...a,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:o,latencyMs:320}},{meta:{...a,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:o,latencyMs:210}},{meta:{...a,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:o,latencyMs:140}},{meta:{...a,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:o,latencyMs:250}},{meta:{...a,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:o,latencyMs:180}},{meta:{...a,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:o,latencyMs:220}},{meta:{...a,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:o,latencyMs:410}}];function Ce(r){return M.find((m)=>m.meta.id===r)}import{registerDocBlocks as I}from"@contractspec/lib.contracts-spec/docs";var K=[{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
+import{OwnersEnum as k,StabilityEnum as b,TagsEnum as x}from"@contractspec/lib.contracts-spec/ownership";var t=(s,m)=>({key:s,version:m}),w={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:[k.PlatformFinance],tags:[x.Guide,"finance","automation"],stability:b.Experimental},capabilities:{enabled:[t("ai.chat","1.0.0"),t("ai.embeddings","1.0.0"),t("vector-db.search","1.0.0"),t("vector-db.storage","1.0.0"),t("storage.objects","1.0.0"),t("email.inbound","1.0.0"),t("email.transactional","1.0.0"),t("calendar.events","1.0.0"),t("sms.outbound","1.0.0"),t("ai.voice.tts","1.0.0"),t("payments.psp","1.0.0"),t("openbanking.accounts.read","1.0.0"),t("openbanking.transactions.read","1.0.0"),t("openbanking.balances.read","1.0.0")]},integrationSlots:[{slotId:"primaryLLM",requiredCategory:"ai-llm",allowedModes:["managed","byok"],requiredCapabilities:[t("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:[t("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:[t("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:[t("openbanking.accounts.read","1.0.0"),t("openbanking.transactions.read","1.0.0"),t("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:[t("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:[t("email.transactional","1.0.0")],required:!0,description:"Transactional email delivery for reminders and summaries."},{slotId:"calendarScheduling",requiredCategory:"calendar",allowedModes:["managed","byok"],requiredCapabilities:[t("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:[t("ai.voice.tts","1.0.0")],required:!1,description:"Optional voice synthesis for spoken summaries (ElevenLabs)."},{slotId:"smsNotifications",requiredCategory:"sms",allowedModes:["managed","byok"],requiredCapabilities:[t("sms.outbound","1.0.0")],required:!1,description:"SMS provider used for urgent reminders."},{slotId:"paymentsProcessing",requiredCategory:"payments",allowedModes:["managed","byok"],requiredCapabilities:[t("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 $e(s){return s.register(w)}var o=new Date,a={tenantId:"tenant.family-office",createdAt:o,updatedAt:o},M=[{meta:{...a,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:o,latencyMs:180}},{meta:{...a,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:o,latencyMs:95}},{meta:{...a,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:o,latencyMs:60}},{meta:{...a,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:o,latencyMs:320}},{meta:{...a,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:o,latencyMs:210}},{meta:{...a,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:o,latencyMs:140}},{meta:{...a,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:o,latencyMs:250}},{meta:{...a,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:o,latencyMs:180}},{meta:{...a,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:o,latencyMs:220}},{meta:{...a,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:o,latencyMs:410}}];function Ge(s){return M.find((m)=>m.meta.id===s)}import{registerDocBlocks as I}from"@contractspec/lib.contracts-spec/docs";var K=[{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
 - Automate document ingestion (receipts, statements) and link to transactions.
 - Provides a "family office" grade overview for individuals.
 - Uses open banking for real-time data and AI for insights.
@@ -24,7 +24,7 @@ import{OwnersEnum as v,StabilityEnum as b,TagsEnum as x}from"@contractspec/lib.c
 
 ## Guardrails
 - PII is redacted in summaries by default.
-- 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`."}];I(K);import{defineExample as V}from"@contractspec/lib.contracts-spec";var j=V({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}}}),F=j;var s=new Date,Ye=[{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:s,updatedAt:s},config:{bucket:"pfo-uploads",prefix:"financial-docs/"},syncSchedule:{enabled:!0,intervalMs:900000},lastSync:{timestamp:s,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:s,updatedAt:s},config:{labelIds:["INBOX","FINANCE"]},syncSchedule:{enabled:!0,intervalMs:300000},lastSync:{timestamp:s,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:s,updatedAt:s},config:{},syncSchedule:{enabled:!1}}];import{OPENBANKING_TELEMETRY_EVENTS as q}from"@contractspec/lib.contracts-integrations";import{defineCommand as l,defineQuery as D}from"@contractspec/lib.contracts-spec";import{OwnersEnum as i,StabilityEnum as c,TagsEnum as d}from"@contractspec/lib.contracts-spec/ownership";import{defineEnum as g,defineSchemaModel as n,ScalarTypeEnum as e}from"@contractspec/lib.schema";var H=g("Source",["upload","email","sync"]),R=g("Channel",["email","sms","both"]),Q=g("Period",["P7d","P30d","P90d"]),X=g("ObPeriod",["Pweek","Pmonth","Pquarter"]),z=n({name:"UploadDocumentInput",fields:{bucket:{type:e.NonEmptyString(),isOptional:!1},objectKey:{type:e.NonEmptyString(),isOptional:!1},mimeType:{type:e.NonEmptyString(),isOptional:!1},bytes:{type:e.Int_unsecure(),isOptional:!1},tags:{type:e.String_unsecure(),isOptional:!1,isArray:!0},uploadedAt:{type:e.Date(),isOptional:!1},source:{type:H,isOptional:!1}}}),J=n({name:"UploadDocumentOutput",fields:{documentId:{type:e.String_unsecure(),isOptional:!1},ingestionJobId:{type:e.String_unsecure(),isOptional:!1}}}),U=l({meta:{key:"pfo.documents.upload",version:"1.0.0",description:"Stores an object in tenant storage and schedules ingestion into the knowledge base.",goal:"Allow users to ingest financial documents for processing.",context:"Part of the finance domain. Documents are uploaded to object storage and then processed by the ingestion pipeline.",owners:[i.PlatformFinance],tags:["documents","ingestion",d.Guide],stability:c.Experimental},io:{input:z,output:J},policy:{auth:"user",rateLimit:{rpm:30,key:"user"}}}),Z=n({name:"PaymentReminderInput",fields:{billId:{type:e.String_unsecure(),isOptional:!1},recipientEmail:{type:e.EmailAddress(),isOptional:!1},recipientPhone:{type:e.String_unsecure(),isOptional:!0},dueDate:{type:e.Date(),isOptional:!1},amountCents:{type:e.Int_unsecure(),isOptional:!1},currency:{type:e.Currency(),isOptional:!1},channel:{type:R,isOptional:!1},memo:{type:e.String_unsecure(),isOptional:!0}}}),$=n({name:"PaymentReminderOutput",fields:{reminderId:{type:e.String_unsecure(),isOptional:!1},scheduledAt:{type:e.Date(),isOptional:!1}}}),P=l({meta:{key:"pfo.reminders.schedule-payment",version:"1.0.0",description:"Queues outbound email/SMS reminders for upcoming bills and adds an optional calendar hold.",goal:"Ensure bills are paid on time by notifying users.",context:"Finance automation. Reminders are sent via configured channels (email, SMS).",owners:[i.PlatformFinance],tags:["payments","reminders",d.Automation],stability:c.Beta},io:{input:Z,output:$},policy:{auth:"user"}}),C=n({name:"FinancialSummaryInput",fields:{period:{type:Q,isOptional:!1},includeVoiceSummary:{type:e.Boolean(),isOptional:!1}}}),G=n({name:"SummaryHighlight",fields:{label:{type:e.String_unsecure(),isOptional:!1},value:{type:e.String_unsecure(),isOptional:!1}}}),S=n({name:"FinancialSummaryOutput",fields:{summaryId:{type:e.String_unsecure(),isOptional:!1},generatedAt:{type:e.Date(),isOptional:!1},markdown:{type:e.String_unsecure(),isOptional:!1},highlights:{type:G,isOptional:!1,isArray:!0},cashflowDelta:{type:e.Float_unsecure(),isOptional:!1}}}),A=D({meta:{key:"pfo.summary.generate",version:"1.0.0",description:"Runs RAG over financial documents and email threads to provide a natural-language summary with key metrics.",goal:"Provide a quick overview of financial status and recent activity.",context:"Uses RAG over ingested knowledge. Summaries can be dispatched or viewed in app.",owners:[i.PlatformFinance],tags:["summary","ai",d.Automation],stability:c.Beta},io:{input:C,output:S},policy:{auth:"user"}}),W=n({name:"SyncEmailThreadsInput",fields:{labelIds:{type:e.String_unsecure(),isOptional:!1,isArray:!0},maxThreads:{type:e.Int_unsecure(),isOptional:!1},syncSinceMinutes:{type:e.Int_unsecure(),isOptional:!1}}}),L=n({name:"SyncEmailThreadsOutput",fields:{syncedThreads:{type:e.Int_unsecure(),isOptional:!1},lastMessageAt:{type:e.Date(),isOptional:!0}}}),Y=l({meta:{key:"pfo.email.sync-threads",version:"1.0.0",description:"Triggers ingestion of Gmail threads into the operational knowledge space.",goal:"Keep knowledge base up to date with email communications.",context:"Syncs from Gmail integration. Only includes threads matching configured labels.",owners:[i.PlatformMessaging],tags:["gmail","knowledge",d.Automation],stability:c.Beta},io:{input:W,output:L},policy:{auth:"user"}}),B=n({name:"SummaryDispatchInput",fields:{summaryId:{type:e.String_unsecure(),isOptional:!1},recipientEmail:{type:e.EmailAddress(),isOptional:!1},recipientName:{type:e.String_unsecure(),isOptional:!0},includeVoice:{type:e.Boolean(),isOptional:!1},voiceRecipient:{type:e.String_unsecure(),isOptional:!0}}}),O=n({name:"SummaryDispatchOutput",fields:{dispatchId:{type:e.String_unsecure(),isOptional:!1},emailSent:{type:e.Boolean(),isOptional:!1},voiceUrl:{type:e.String_unsecure(),isOptional:!0}}}),_=l({meta:{key:"pfo.summary.dispatch",version:"1.0.0",description:"Delivers the generated summary via email and optionally synthesises a voice note.",goal:"Deliver financial insights to users proactively.",context:"Dispatches summaries generated by pfo.summary.generate via email or voice.",owners:[i.PlatformMessaging],tags:["summary","communications",d.Automation],stability:c.Experimental},io:{input:B,output:O},policy:{auth:"user"}}),N=n({name:"OpenBankingOverviewInput",fields:{tenantId:{type:e.String_unsecure(),isOptional:!1},accountIds:{type:e.String_unsecure(),isOptional:!0,isArray:!0},period:{type:X,isOptional:!1},asOf:{type:e.Date(),isOptional:!0},includeCategories:{type:e.Boolean(),isOptional:!1},includeCashflowTrend:{type:e.Boolean(),isOptional:!1}}}),T=n({name:"OpenBankingOverviewOutput",fields:{knowledgeEntryId:{type:e.String_unsecure(),isOptional:!1},periodStart:{type:e.Date(),isOptional:!1},periodEnd:{type:e.Date(),isOptional:!1},generatedAt:{type:e.Date(),isOptional:!1},summaryPath:{type:e.String_unsecure(),isOptional:!0}}}),E=l({meta:{key:"pfo.openbanking.generate-overview",version:"1.0.0",description:"Aggregates balances and transactions into a derived financial overview stored in the knowledge layer.",goal:"Create a periodic financial snapshot.",context:"Aggregates data from open banking integration into a document.",owners:[i.PlatformFinance],tags:["open-banking","summary",d.Automation],stability:c.Experimental},io:{input:N,output:T},policy:{auth:"user"},telemetry:{success:{event:{key:q.overviewGenerated,version:"1.0.0"}}}}),Ee={"pfo.documents.upload":U,"pfo.reminders.schedule-payment":P,"pfo.summary.generate":A,"pfo.summary.dispatch":_,"pfo.email.sync-threads":Y,"pfo.openbanking.generate-overview":E};import{defineFeature as ee}from"@contractspec/lib.contracts-spec";var nt=ee({meta:{key:"pocket-family-office",version:"1.0.0",title:"Pocket Family Office",description:"Personal finance automation with document ingestion, open banking, and AI summaries",domain:"finance",owners:["@platform.finance"],tags:["finance","open-banking","documents","automation","family-office"],stability:"experimental"},operations:[{key:"pfo.documents.upload",version:"1.0.0"},{key:"pfo.reminders.schedule-payment",version:"1.0.0"},{key:"pfo.summary.generate",version:"1.0.0"},{key:"pfo.email.sync-threads",version:"1.0.0"},{key:"pfo.summary.dispatch",version:"1.0.0"},{key:"pfo.openbanking.generate-overview",version:"1.0.0"}],events:[],presentations:[],opToPresentation:[],presentationsTargets:[],capabilities:{provides:[{key:"pocket-family-office",version:"1.0.0"}],requires:[{key:"identity",version:"1.0.0"},{key:"openbanking",version:"1.0.0"}]},workflows:[{key:"pfo.workflow.sync-openbanking-accounts",version:"1.0.0"},{key:"pfo.workflow.sync-openbanking-transactions",version:"1.0.0"},{key:"pfo.workflow.refresh-openbanking-balances",version:"1.0.0"},{key:"pfo.workflow.generate-openbanking-overview",version:"1.0.0"},{key:"pfo.workflow.process-uploaded-document",version:"1.0.0"},{key:"pfo.workflow.upcoming-payments-reminder",version:"1.0.0"},{key:"pfo.workflow.generate-financial-summary",version:"1.0.0"},{key:"pfo.workflow.ingest-email-threads",version:"1.0.0"}],knowledge:[{key:"knowledge.financial-docs",version:"1.0.0"},{key:"knowledge.email-threads",version:"1.0.0"},{key:"knowledge.financial-overview",version:"1.0.0"}],telemetry:[{key:"pfo.telemetry",version:"1.0.0"}],policies:[{key:"pfo.policy.tenancy",version:"1.0.0"}],integrations:[{key:"pfo.integration.openbanking",version:"1.0.0"},{key:"pfo.integration.llm",version:"1.0.0"}],jobs:[{key:"pfo.job.doc-processing",version:"1.0.0"},{key:"pfo.job.reminder-dispatch",version:"1.0.0"}],docs:["docs.examples.pocket-family-office.goal","docs.examples.pocket-family-office.usage","docs.examples.pocket-family-office.reference"]}),ot=[{id:"docs.tech.contracts.vertical-pocket-family-office",title:"Pocket Family Office Vertical",summary:"Pocket Family Office is a ContractSpec reference vertical that",kind:"reference",visibility:"public",route:"/docs/tech/contracts/vertical-pocket-family-office",tags:["tech","contracts","vertical-pocket-family-office"],body:`# Pocket Family Office Vertical
+- 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`."}];I(K);import{defineExample as V}from"@contractspec/lib.contracts-spec/examples";var j=V({meta:{key:"examples.pocket-family-office",version:"1.0.0",title:"Pocket Family Office",description:"Pocket Family Office example - personal finance automation with open banking",kind:"template",visibility:"experimental",stability:"experimental",owners:["@contractspec-core"],tags:["package","examples","pocket-family-office"]},surfaces:{templates:!0,sandbox:{enabled:!0,modes:["playground","specs"]},studio:{enabled:!1,installable:!1},mcp:{enabled:!1}},entrypoints:{packageName:"@contractspec/example.pocket-family-office"}}),q=j;var r=new Date,Ye=[{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:r,updatedAt:r},config:{bucket:"pfo-uploads",prefix:"financial-docs/"},syncSchedule:{enabled:!0,intervalMs:900000},lastSync:{timestamp:r,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:r,updatedAt:r},config:{labelIds:["INBOX","FINANCE"]},syncSchedule:{enabled:!0,intervalMs:300000},lastSync:{timestamp:r,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:r,updatedAt:r},config:{},syncSchedule:{enabled:!1}}];import{OPENBANKING_TELEMETRY_EVENTS as D}from"@contractspec/lib.contracts-integrations";import{defineCommand as l,defineQuery as F}from"@contractspec/lib.contracts-spec";import{OwnersEnum as i,StabilityEnum as c,TagsEnum as d}from"@contractspec/lib.contracts-spec/ownership";import{defineEnum as g,defineSchemaModel as n,ScalarTypeEnum as e}from"@contractspec/lib.schema";var H=g("Source",["upload","email","sync"]),R=g("Channel",["email","sms","both"]),Q=g("Period",["P7d","P30d","P90d"]),X=g("ObPeriod",["Pweek","Pmonth","Pquarter"]),z=n({name:"UploadDocumentInput",fields:{bucket:{type:e.NonEmptyString(),isOptional:!1},objectKey:{type:e.NonEmptyString(),isOptional:!1},mimeType:{type:e.NonEmptyString(),isOptional:!1},bytes:{type:e.Int_unsecure(),isOptional:!1},tags:{type:e.String_unsecure(),isOptional:!1,isArray:!0},uploadedAt:{type:e.Date(),isOptional:!1},source:{type:H,isOptional:!1}}}),J=n({name:"UploadDocumentOutput",fields:{documentId:{type:e.String_unsecure(),isOptional:!1},ingestionJobId:{type:e.String_unsecure(),isOptional:!1}}}),U=l({meta:{key:"pfo.documents.upload",version:"1.0.0",description:"Stores an object in tenant storage and schedules ingestion into the knowledge base.",goal:"Allow users to ingest financial documents for processing.",context:"Part of the finance domain. Documents are uploaded to object storage and then processed by the ingestion pipeline.",owners:[i.PlatformFinance],tags:["documents","ingestion",d.Guide],stability:c.Experimental},io:{input:z,output:J},policy:{auth:"user",rateLimit:{rpm:30,key:"user"}}}),Z=n({name:"PaymentReminderInput",fields:{billId:{type:e.String_unsecure(),isOptional:!1},recipientEmail:{type:e.EmailAddress(),isOptional:!1},recipientPhone:{type:e.String_unsecure(),isOptional:!0},dueDate:{type:e.Date(),isOptional:!1},amountCents:{type:e.Int_unsecure(),isOptional:!1},currency:{type:e.Currency(),isOptional:!1},channel:{type:R,isOptional:!1},memo:{type:e.String_unsecure(),isOptional:!0}}}),$=n({name:"PaymentReminderOutput",fields:{reminderId:{type:e.String_unsecure(),isOptional:!1},scheduledAt:{type:e.Date(),isOptional:!1}}}),C=l({meta:{key:"pfo.reminders.schedule-payment",version:"1.0.0",description:"Queues outbound email/SMS reminders for upcoming bills and adds an optional calendar hold.",goal:"Ensure bills are paid on time by notifying users.",context:"Finance automation. Reminders are sent via configured channels (email, SMS).",owners:[i.PlatformFinance],tags:["payments","reminders",d.Automation],stability:c.Beta},io:{input:Z,output:$},policy:{auth:"user"}}),G=n({name:"FinancialSummaryInput",fields:{period:{type:Q,isOptional:!1},includeVoiceSummary:{type:e.Boolean(),isOptional:!1}}}),P=n({name:"SummaryHighlight",fields:{label:{type:e.String_unsecure(),isOptional:!1},value:{type:e.String_unsecure(),isOptional:!1}}}),S=n({name:"FinancialSummaryOutput",fields:{summaryId:{type:e.String_unsecure(),isOptional:!1},generatedAt:{type:e.Date(),isOptional:!1},markdown:{type:e.String_unsecure(),isOptional:!1},highlights:{type:P,isOptional:!1,isArray:!0},cashflowDelta:{type:e.Float_unsecure(),isOptional:!1}}}),A=F({meta:{key:"pfo.summary.generate",version:"1.0.0",description:"Runs RAG over financial documents and email threads to provide a natural-language summary with key metrics.",goal:"Provide a quick overview of financial status and recent activity.",context:"Uses RAG over ingested knowledge. Summaries can be dispatched or viewed in app.",owners:[i.PlatformFinance],tags:["summary","ai",d.Automation],stability:c.Beta},io:{input:G,output:S},policy:{auth:"user"}}),W=n({name:"SyncEmailThreadsInput",fields:{labelIds:{type:e.String_unsecure(),isOptional:!1,isArray:!0},maxThreads:{type:e.Int_unsecure(),isOptional:!1},syncSinceMinutes:{type:e.Int_unsecure(),isOptional:!1}}}),L=n({name:"SyncEmailThreadsOutput",fields:{syncedThreads:{type:e.Int_unsecure(),isOptional:!1},lastMessageAt:{type:e.Date(),isOptional:!0}}}),Y=l({meta:{key:"pfo.email.sync-threads",version:"1.0.0",description:"Triggers ingestion of Gmail threads into the operational knowledge space.",goal:"Keep knowledge base up to date with email communications.",context:"Syncs from Gmail integration. Only includes threads matching configured labels.",owners:[i.PlatformMessaging],tags:["gmail","knowledge",d.Automation],stability:c.Beta},io:{input:W,output:L},policy:{auth:"user"}}),B=n({name:"SummaryDispatchInput",fields:{summaryId:{type:e.String_unsecure(),isOptional:!1},recipientEmail:{type:e.EmailAddress(),isOptional:!1},recipientName:{type:e.String_unsecure(),isOptional:!0},includeVoice:{type:e.Boolean(),isOptional:!1},voiceRecipient:{type:e.String_unsecure(),isOptional:!0}}}),_=n({name:"SummaryDispatchOutput",fields:{dispatchId:{type:e.String_unsecure(),isOptional:!1},emailSent:{type:e.Boolean(),isOptional:!1},voiceUrl:{type:e.String_unsecure(),isOptional:!0}}}),O=l({meta:{key:"pfo.summary.dispatch",version:"1.0.0",description:"Delivers the generated summary via email and optionally synthesises a voice note.",goal:"Deliver financial insights to users proactively.",context:"Dispatches summaries generated by pfo.summary.generate via email or voice.",owners:[i.PlatformMessaging],tags:["summary","communications",d.Automation],stability:c.Experimental},io:{input:B,output:_},policy:{auth:"user"}}),N=n({name:"OpenBankingOverviewInput",fields:{tenantId:{type:e.String_unsecure(),isOptional:!1},accountIds:{type:e.String_unsecure(),isOptional:!0,isArray:!0},period:{type:X,isOptional:!1},asOf:{type:e.Date(),isOptional:!0},includeCategories:{type:e.Boolean(),isOptional:!1},includeCashflowTrend:{type:e.Boolean(),isOptional:!1}}}),T=n({name:"OpenBankingOverviewOutput",fields:{knowledgeEntryId:{type:e.String_unsecure(),isOptional:!1},periodStart:{type:e.Date(),isOptional:!1},periodEnd:{type:e.Date(),isOptional:!1},generatedAt:{type:e.Date(),isOptional:!1},summaryPath:{type:e.String_unsecure(),isOptional:!0}}}),E=l({meta:{key:"pfo.openbanking.generate-overview",version:"1.0.0",description:"Aggregates balances and transactions into a derived financial overview stored in the knowledge layer.",goal:"Create a periodic financial snapshot.",context:"Aggregates data from open banking integration into a document.",owners:[i.PlatformFinance],tags:["open-banking","summary",d.Automation],stability:c.Experimental},io:{input:N,output:T},policy:{auth:"user"},telemetry:{success:{event:{key:D.overviewGenerated,version:"1.0.0"}}}}),Ee={"pfo.documents.upload":U,"pfo.reminders.schedule-payment":C,"pfo.summary.generate":A,"pfo.summary.dispatch":O,"pfo.email.sync-threads":Y,"pfo.openbanking.generate-overview":E};import{defineFeature as ee}from"@contractspec/lib.contracts-spec/features";var nt=ee({meta:{key:"pocket-family-office",version:"1.0.0",title:"Pocket Family Office",description:"Personal finance automation with document ingestion, open banking, and AI summaries",domain:"finance",owners:["@platform.finance"],tags:["finance","open-banking","documents","automation","family-office"],stability:"experimental"},operations:[{key:"pfo.documents.upload",version:"1.0.0"},{key:"pfo.reminders.schedule-payment",version:"1.0.0"},{key:"pfo.summary.generate",version:"1.0.0"},{key:"pfo.email.sync-threads",version:"1.0.0"},{key:"pfo.summary.dispatch",version:"1.0.0"},{key:"pfo.openbanking.generate-overview",version:"1.0.0"}],events:[],presentations:[],opToPresentation:[],presentationsTargets:[],capabilities:{provides:[{key:"pocket-family-office",version:"1.0.0"}],requires:[{key:"identity",version:"1.0.0"},{key:"openbanking",version:"1.0.0"}]},workflows:[{key:"pfo.workflow.sync-openbanking-accounts",version:"1.0.0"},{key:"pfo.workflow.sync-openbanking-transactions",version:"1.0.0"},{key:"pfo.workflow.refresh-openbanking-balances",version:"1.0.0"},{key:"pfo.workflow.generate-openbanking-overview",version:"1.0.0"},{key:"pfo.workflow.process-uploaded-document",version:"1.0.0"},{key:"pfo.workflow.upcoming-payments-reminder",version:"1.0.0"},{key:"pfo.workflow.generate-financial-summary",version:"1.0.0"},{key:"pfo.workflow.ingest-email-threads",version:"1.0.0"}],knowledge:[{key:"knowledge.financial-docs",version:"1.0.0"},{key:"knowledge.email-threads",version:"1.0.0"},{key:"knowledge.financial-overview",version:"1.0.0"}],telemetry:[{key:"pfo.telemetry",version:"1.0.0"}],policies:[{key:"pfo.policy.tenancy",version:"1.0.0"}],integrations:[{key:"pfo.integration.openbanking",version:"1.0.0"},{key:"pfo.integration.llm",version:"1.0.0"}],jobs:[{key:"pfo.job.doc-processing",version:"1.0.0"},{key:"pfo.job.reminder-dispatch",version:"1.0.0"}],docs:["docs.examples.pocket-family-office.goal","docs.examples.pocket-family-office.usage","docs.examples.pocket-family-office.reference"]}),ot=[{id:"docs.tech.contracts.vertical-pocket-family-office",title:"Pocket Family Office Vertical",summary:"Pocket Family Office is a ContractSpec reference vertical that",kind:"reference",visibility:"public",route:"/docs/tech/contracts/vertical-pocket-family-office",tags:["tech","contracts","vertical-pocket-family-office"],body:`# Pocket Family Office Vertical
 
 Pocket Family Office is a ContractSpec reference vertical that
 demonstrates finance automation atop the integration and knowledge
@@ -129,4 +129,4 @@ tenant-specific IDs/secret references before deploying.
 
 
 
-`}];import{OPENBANKING_PII_FIELDS as te,OPENBANKING_TELEMETRY_EVENTS as f}from"@contractspec/lib.contracts-integrations";import{OwnersEnum as ne,StabilityEnum as oe,TagsEnum as ae}from"@contractspec/lib.contracts-spec/ownership";var p={tenantId:{type:"string",required:!0,description:"Tenant identifier for multi-tenant isolation."},appId:{type:"string",required:!0,description:"Application identifier associated with the event."},blueprint:{type:"string",required:!0,description:"Blueprint name@version emitting the telemetry."},configVersion:{type:"number",required:!0,description:"Resolved app config version when the event was generated."},slotId:{type:"string",required:!0,description:"Integration slot identifier (e.g., primaryOpenBanking)."},connectionId:{type:"string",required:!0,description:"Integration connection ID used for the sync."}};function h(r){return{type:"string",description:r,pii:!1}}var it={meta:{key:"pfo.telemetry",version:"1.0.0",title:"Pocket Family Office Telemetry",description:"Operational telemetry for Pocket Family Office workflows, including Powens open banking syncs.",domain:"finance",owners:[ne.PlatformFinance],tags:["open-banking",ae.Automation],stability:oe.Experimental},config:{defaultRetentionDays:180,defaultSamplingRate:1},events:[{key:f.accountsSynced,version:"1.0.0",semantics:{what:"Open banking account synchronisation completed.",why:"Refresh canonical account metadata for reporting and workflows."},privacy:"internal",properties:{...p,syncedCount:{type:"number",description:"Number of accounts synced successfully."},failedCount:{type:"number",description:"Number of accounts that failed to sync."},durationMs:{type:"number",description:"Duration of the sync job in milliseconds."}}},{key:f.transactionsSynced,version:"1.0.0",semantics:{what:"Open banking transaction synchronisation completed.",why:"Keep canonical transaction ledger in sync for analytics."},privacy:"internal",properties:{...p,accountId:{type:"string",description:"Bank account identifier used during the sync.",pii:!1},syncedCount:{type:"number",description:"Number of transactions synced successfully."},failedCount:{type:"number",description:"Number of transactions that failed to sync."},from:{type:"timestamp",description:"Start timestamp for the sync window."},to:{type:"timestamp",description:"End timestamp for the sync window."}}},{key:f.balancesRefreshed,version:"1.0.0",semantics:{what:"Open banking balances refreshed.",why:"Provide accurate cash position for dashboards and alerts."},privacy:"internal",properties:{...p,accountId:h("Bank account identifier."),balanceTypes:{type:"json",description:"Balance types included in the refresh."},refreshedAt:{type:"timestamp",description:"Timestamp when balances were refreshed."}}},{key:f.overviewGenerated,version:"1.0.0",semantics:{what:"Derived financial overview generated.",why:"Persist cashflow and category summaries into knowledge space."},privacy:"internal",properties:{...p,knowledgeEntryId:h("Identifier of the knowledge document containing the overview."),period:{type:"string",description:"Aggregation period used (week, month, quarter)."},periodStart:{type:"timestamp",description:"Start timestamp for the aggregation window."},periodEnd:{type:"timestamp",description:"End timestamp for the aggregation window."}},tags:["knowledge","analytics"]}]},ct=te;var lt={meta:{id:"tenant-pfo-sample",tenantId:"tenant.family-office",appId:"pocket-family-office",blueprintName:"pocket-family-office.app",blueprintVersion:"1.0.0",environment:"production",version:"1.0.0",createdAt:new Date().toISOString(),updatedAt:new Date().toISOString(),status:"published"},featureFlags:[{key:"voice-summaries",enabled:!0,description:"Enable spoken ElevenLabs summaries for daily briefings."}],integrations:[{slotId:"primaryLLM",connectionId:"conn-mistral-primary"},{slotId:"primaryVectorDb",connectionId:"conn-qdrant-finance"},{slotId:"primaryStorage",connectionId:"conn-gcs-documents"},{slotId:"primaryOpenBanking",connectionId:"conn-powens-primary"},{slotId:"emailInbound",connectionId:"conn-gmail-threads"},{slotId:"emailOutbound",connectionId:"conn-postmark-outbound"},{slotId:"calendarScheduling",connectionId:"conn-google-calendar"},{slotId:"voicePlayback",connectionId:"conn-elevenlabs-voice"},{slotId:"smsNotifications",connectionId:"conn-twilio-sms"},{slotId:"paymentsProcessing",connectionId:"conn-stripe-recurring"}],knowledge:[{spaceKey:"knowledge.financial-docs",scope:{workflows:["pfo.workflow.process-uploaded-document","pfo.workflow.generate-financial-summary"]}},{spaceKey:"knowledge.email-threads",scope:{workflows:["pfo.workflow.ingest-email-threads"]}},{spaceKey:"knowledge.financial-overview",scope:{workflows:["pfo.workflow.sync-openbanking-transactions","pfo.workflow.refresh-openbanking-balances","pfo.workflow.generate-financial-summary","pfo.workflow.generate-openbanking-overview"]},required:!1}],locales:{defaultLocale:"en",enabledLocales:["en"]},notes:"Sample tenant configuration for hackathon demos. Replace connection IDs with tenant-specific bindings when provisioning."};import{OwnersEnum as se,StabilityEnum as re,TagsEnum as ie}from"@contractspec/lib.contracts-spec";import{defineWorkflow as ce}from"@contractspec/lib.contracts-spec/workflow/spec";var mt=ce({meta:{key:"pfo.workflow.generate-financial-summary",version:"1.0.0",title:"Generate Financial Summary",description:"Retrieves the latest financial signals, generates an AI summary, and optionally distributes it by voice or email.",domain:"finance",owners:[se.PlatformFinance],tags:["summary","ai",ie.Automation],stability:re.Beta},definition:{entryStepId:"summarise",steps:[{id:"summarise",type:"automation",label:"Generate Summary",description:"Run retrieval augmented generation over the knowledge base to produce a household summary.",action:{operation:{key:"pfo.summary.generate",version:"1.0.0"}},requiredIntegrations:["primaryLLM","primaryVectorDb"],retry:{maxAttempts:3,backoff:"exponential",delayMs:750}},{id:"distribute",type:"automation",label:"Distribute Summary",description:"Send the generated summary via email and optionally synthesise a voice note.",action:{operation:{key:"pfo.summary.dispatch",version:"1.0.0"}},requiredIntegrations:["emailOutbound"],retry:{maxAttempts:2,backoff:"linear",delayMs:500}}],transitions:[{from:"summarise",to:"distribute"}]}});import{OwnersEnum as de,StabilityEnum as le,TagsEnum as ge}from"@contractspec/lib.contracts-spec";import{defineWorkflow as fe}from"@contractspec/lib.contracts-spec/workflow/spec";var pe=[{key:"openbanking.accounts.read",version:"1.0.0"},{key:"openbanking.transactions.read",version:"1.0.0"},{key:"openbanking.balances.read",version:"1.0.0"}],kt=fe({meta:{key:"pfo.workflow.generate-openbanking-overview",version:"1.0.0",title:"Generate Open Banking Overview",description:"Produces a derived financial overview and stores it in the operational knowledge space.",domain:"finance",owners:[de.PlatformFinance],tags:["open-banking","summary",ge.Automation],stability:le.Experimental},definition:{entryStepId:"generate-overview",steps:[{id:"generate-overview",type:"automation",label:"Generate Overview",description:"Aggregate balances, cashflow, and category breakdowns into a knowledge entry.",action:{operation:{key:"pfo.openbanking.generate-overview",version:"1.0.0"}},requiredIntegrations:["primaryOpenBanking"],requiredCapabilities:pe,retry:{maxAttempts:3,backoff:"exponential",delayMs:1500}}],transitions:[]}});import{OwnersEnum as me,StabilityEnum as he,TagsEnum as ue}from"@contractspec/lib.contracts-spec";import{defineWorkflow as ye}from"@contractspec/lib.contracts-spec/workflow/spec";var wt=ye({meta:{key:"pfo.workflow.ingest-email-threads",version:"1.0.0",title:"Ingest Email Threads",description:"Synchronises Gmail threads tagged with finance labels and indexes them into operational knowledge spaces.",domain:"communications",owners:[me.PlatformMessaging],tags:["gmail","knowledge",ue.Automation],stability:he.Experimental},definition:{entryStepId:"sync",steps:[{id:"sync",type:"automation",label:"Sync Gmail Threads",description:"Fetches Gmail threads and transforms them into knowledge fragments before vector indexing.",action:{operation:{key:"pfo.email.sync-threads",version:"1.0.0"}},requiredIntegrations:["emailInbound","primaryVectorDb"],retry:{maxAttempts:3,backoff:"exponential",delayMs:1000}},{id:"triage",type:"human",label:"Triage Exceptions",description:"Operators can resolve sync failures or tag important threads for follow-up."}],transitions:[{from:"sync",to:"triage",condition:"output?.syncedThreads === 0",label:"No new threads"}]}});import{OwnersEnum as ke,StabilityEnum as ve,TagsEnum as be}from"@contractspec/lib.contracts-spec";import{defineWorkflow as xe}from"@contractspec/lib.contracts-spec/workflow/spec";var Vt=xe({meta:{key:"pfo.workflow.process-uploaded-document",version:"1.0.0",title:"Process Uploaded Document",description:"Stores an uploaded invoice/contract, queues ingestion, and records any follow-up reminders.",domain:"finance",owners:[ke.PlatformFinance],tags:["documents","ingestion",be.Automation],stability:ve.Experimental},definition:{entryStepId:"store",steps:[{id:"store",type:"automation",label:"Store and Queue Ingestion",description:"Persist the document to storage and enqueue the knowledge ingestion pipeline.",action:{operation:{key:"pfo.documents.upload",version:"1.0.0"}},requiredIntegrations:["primaryStorage","primaryVectorDb"],retry:{maxAttempts:3,backoff:"exponential",delayMs:500}},{id:"review",type:"human",label:"Optional Human Classification",description:"Finance lead can categorise the document while ingestion completes."}],transitions:[{from:"store",to:"review"}]}});import{OwnersEnum as we,StabilityEnum as Me,TagsEnum as Ie}from"@contractspec/lib.contracts-spec";import{defineWorkflow as Ke}from"@contractspec/lib.contracts-spec/workflow/spec";var u={key:"openbanking.balances.read",version:"1.0.0"},Dt=Ke({meta:{key:"pfo.workflow.refresh-openbanking-balances",version:"1.0.0",title:"Refresh Open Banking Balances",description:"Refreshes balances for synced accounts to surface the latest cash positions in dashboards.",domain:"finance",owners:[we.PlatformFinance],tags:["open-banking","powens",Ie.Automation],stability:Me.Experimental},definition:{entryStepId:"refresh-balances",steps:[{id:"refresh-balances",type:"automation",label:"Refresh Balances",description:"Trigger the Powens provider to obtain current and available balances.",action:{operation:{key:"openbanking.balances.refresh",version:"1.0.0"}},requiredIntegrations:["primaryOpenBanking"],requiredCapabilities:[u],retry:{maxAttempts:3,backoff:"exponential",delayMs:1000}},{id:"fetch-balances",type:"automation",label:"Fetch Balances",description:"Load the canonical balance snapshots for downstream workflows and dashboards.",action:{operation:{key:"openbanking.balances.get",version:"1.0.0"}},requiredIntegrations:["primaryOpenBanking"],requiredCapabilities:[u],retry:{maxAttempts:2,backoff:"linear",delayMs:750}}],transitions:[{from:"refresh-balances",to:"fetch-balances"}]}});import{OwnersEnum as Ve,StabilityEnum as je,TagsEnum as Fe}from"@contractspec/lib.contracts-spec";import{defineWorkflow as qe}from"@contractspec/lib.contracts-spec/workflow/spec";var y={key:"openbanking.accounts.read",version:"1.0.0"},Xt=qe({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:[Ve.PlatformFinance],tags:["open-banking","powens",Fe.Automation],stability:je.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:[y],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:[y],retry:{maxAttempts:2,backoff:"linear",delayMs:750}}],transitions:[{from:"sync-accounts",to:"fetch-accounts"}]}});import{OwnersEnum as De,StabilityEnum as He,TagsEnum as Re}from"@contractspec/lib.contracts-spec";import{defineWorkflow as Qe}from"@contractspec/lib.contracts-spec/workflow/spec";var k={key:"openbanking.transactions.read",version:"1.0.0"},Zt=Qe({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:[De.PlatformFinance],tags:["open-banking","powens",Re.Automation],stability:He.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:[k],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:[k],retry:{maxAttempts:2,backoff:"linear",delayMs:1000}}],transitions:[{from:"sync-transactions",to:"list-transactions"}]}});import{OwnersEnum as Xe,StabilityEnum as ze,TagsEnum as Je}from"@contractspec/lib.contracts-spec";import{defineWorkflow as Ue}from"@contractspec/lib.contracts-spec/workflow/spec";var Gt=Ue({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:[Xe.PlatformFinance],tags:["payments","reminders",Je.Automation],stability:ze.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{U as uploadDocumentContract,Gt as upcomingPaymentsReminderWorkflow,ot as tech_contracts_vertical_pocket_family_office_DocBlocks,Zt as syncOpenBankingTransactionsWorkflow,Xt as syncOpenBankingAccountsWorkflow,Y as syncEmailThreadsContract,P as schedulePaymentReminderContract,$e as registerPocketFamilyOfficeBlueprint,Dt as refreshOpenBankingBalancesWorkflow,Vt as processUploadedDocumentWorkflow,lt as pocketFamilyOfficeTenantSample,it as pocketFamilyOfficeTelemetry,Ye as pocketFamilyOfficeKnowledgeSources,Ee as pocketFamilyOfficeContracts,M as pocketFamilyOfficeConnections,w as pocketFamilyOfficeBlueprint,wt as ingestEmailThreadsWorkflow,Ce as getPocketFamilyOfficeConnection,kt as generateOpenBankingOverviewWorkflow,E as generateOpenBankingOverviewContract,mt as generateFinancialSummaryWorkflow,A as generateFinancialSummaryContract,F as example,_ as dispatchFinancialSummaryContract,nt as PocketFamilyOfficeFeature,ct as OPENBANKING_SENSITIVE_FIELDS};
+`}];import{OPENBANKING_PII_FIELDS as te,OPENBANKING_TELEMETRY_EVENTS as p}from"@contractspec/lib.contracts-integrations";import{OwnersEnum as ne,StabilityEnum as oe,TagsEnum as ae}from"@contractspec/lib.contracts-spec/ownership";var f={tenantId:{type:"string",required:!0,description:"Tenant identifier for multi-tenant isolation."},appId:{type:"string",required:!0,description:"Application identifier associated with the event."},blueprint:{type:"string",required:!0,description:"Blueprint name@version emitting the telemetry."},configVersion:{type:"number",required:!0,description:"Resolved app config version when the event was generated."},slotId:{type:"string",required:!0,description:"Integration slot identifier (e.g., primaryOpenBanking)."},connectionId:{type:"string",required:!0,description:"Integration connection ID used for the sync."}};function h(s){return{type:"string",description:s,pii:!1}}var it={meta:{key:"pfo.telemetry",version:"1.0.0",title:"Pocket Family Office Telemetry",description:"Operational telemetry for Pocket Family Office workflows, including Powens open banking syncs.",domain:"finance",owners:[ne.PlatformFinance],tags:["open-banking",ae.Automation],stability:oe.Experimental},config:{defaultRetentionDays:180,defaultSamplingRate:1},events:[{key:p.accountsSynced,version:"1.0.0",semantics:{what:"Open banking account synchronisation completed.",why:"Refresh canonical account metadata for reporting and workflows."},privacy:"internal",properties:{...f,syncedCount:{type:"number",description:"Number of accounts synced successfully."},failedCount:{type:"number",description:"Number of accounts that failed to sync."},durationMs:{type:"number",description:"Duration of the sync job in milliseconds."}}},{key:p.transactionsSynced,version:"1.0.0",semantics:{what:"Open banking transaction synchronisation completed.",why:"Keep canonical transaction ledger in sync for analytics."},privacy:"internal",properties:{...f,accountId:{type:"string",description:"Bank account identifier used during the sync.",pii:!1},syncedCount:{type:"number",description:"Number of transactions synced successfully."},failedCount:{type:"number",description:"Number of transactions that failed to sync."},from:{type:"timestamp",description:"Start timestamp for the sync window."},to:{type:"timestamp",description:"End timestamp for the sync window."}}},{key:p.balancesRefreshed,version:"1.0.0",semantics:{what:"Open banking balances refreshed.",why:"Provide accurate cash position for dashboards and alerts."},privacy:"internal",properties:{...f,accountId:h("Bank account identifier."),balanceTypes:{type:"json",description:"Balance types included in the refresh."},refreshedAt:{type:"timestamp",description:"Timestamp when balances were refreshed."}}},{key:p.overviewGenerated,version:"1.0.0",semantics:{what:"Derived financial overview generated.",why:"Persist cashflow and category summaries into knowledge space."},privacy:"internal",properties:{...f,knowledgeEntryId:h("Identifier of the knowledge document containing the overview."),period:{type:"string",description:"Aggregation period used (week, month, quarter)."},periodStart:{type:"timestamp",description:"Start timestamp for the aggregation window."},periodEnd:{type:"timestamp",description:"End timestamp for the aggregation window."}},tags:["knowledge","analytics"]}]},ct=te;var lt={meta:{id:"tenant-pfo-sample",tenantId:"tenant.family-office",appId:"pocket-family-office",blueprintName:"pocket-family-office.app",blueprintVersion:"1.0.0",environment:"production",version:"1.0.0",createdAt:new Date().toISOString(),updatedAt:new Date().toISOString(),status:"published"},featureFlags:[{key:"voice-summaries",enabled:!0,description:"Enable spoken ElevenLabs summaries for daily briefings."}],integrations:[{slotId:"primaryLLM",connectionId:"conn-mistral-primary"},{slotId:"primaryVectorDb",connectionId:"conn-qdrant-finance"},{slotId:"primaryStorage",connectionId:"conn-gcs-documents"},{slotId:"primaryOpenBanking",connectionId:"conn-powens-primary"},{slotId:"emailInbound",connectionId:"conn-gmail-threads"},{slotId:"emailOutbound",connectionId:"conn-postmark-outbound"},{slotId:"calendarScheduling",connectionId:"conn-google-calendar"},{slotId:"voicePlayback",connectionId:"conn-elevenlabs-voice"},{slotId:"smsNotifications",connectionId:"conn-twilio-sms"},{slotId:"paymentsProcessing",connectionId:"conn-stripe-recurring"}],knowledge:[{spaceKey:"knowledge.financial-docs",scope:{workflows:["pfo.workflow.process-uploaded-document","pfo.workflow.generate-financial-summary"]}},{spaceKey:"knowledge.email-threads",scope:{workflows:["pfo.workflow.ingest-email-threads"]}},{spaceKey:"knowledge.financial-overview",scope:{workflows:["pfo.workflow.sync-openbanking-transactions","pfo.workflow.refresh-openbanking-balances","pfo.workflow.generate-financial-summary","pfo.workflow.generate-openbanking-overview"]},required:!1}],locales:{defaultLocale:"en",enabledLocales:["en"]},notes:"Sample tenant configuration for hackathon demos. Replace connection IDs with tenant-specific bindings when provisioning."};import{OwnersEnum as re,StabilityEnum as se,TagsEnum as ie}from"@contractspec/lib.contracts-spec";import{defineWorkflow as ce}from"@contractspec/lib.contracts-spec/workflow/spec";var mt=ce({meta:{key:"pfo.workflow.generate-financial-summary",version:"1.0.0",title:"Generate Financial Summary",description:"Retrieves the latest financial signals, generates an AI summary, and optionally distributes it by voice or email.",domain:"finance",owners:[re.PlatformFinance],tags:["summary","ai",ie.Automation],stability:se.Beta},definition:{entryStepId:"summarise",steps:[{id:"summarise",type:"automation",label:"Generate Summary",description:"Run retrieval augmented generation over the knowledge base to produce a household summary.",action:{operation:{key:"pfo.summary.generate",version:"1.0.0"}},requiredIntegrations:["primaryLLM","primaryVectorDb"],retry:{maxAttempts:3,backoff:"exponential",delayMs:750}},{id:"distribute",type:"automation",label:"Distribute Summary",description:"Send the generated summary via email and optionally synthesise a voice note.",action:{operation:{key:"pfo.summary.dispatch",version:"1.0.0"}},requiredIntegrations:["emailOutbound"],retry:{maxAttempts:2,backoff:"linear",delayMs:500}}],transitions:[{from:"summarise",to:"distribute"}]}});import{OwnersEnum as de,StabilityEnum as le,TagsEnum as ge}from"@contractspec/lib.contracts-spec";import{defineWorkflow as pe}from"@contractspec/lib.contracts-spec/workflow/spec";var fe=[{key:"openbanking.accounts.read",version:"1.0.0"},{key:"openbanking.transactions.read",version:"1.0.0"},{key:"openbanking.balances.read",version:"1.0.0"}],vt=pe({meta:{key:"pfo.workflow.generate-openbanking-overview",version:"1.0.0",title:"Generate Open Banking Overview",description:"Produces a derived financial overview and stores it in the operational knowledge space.",domain:"finance",owners:[de.PlatformFinance],tags:["open-banking","summary",ge.Automation],stability:le.Experimental},definition:{entryStepId:"generate-overview",steps:[{id:"generate-overview",type:"automation",label:"Generate Overview",description:"Aggregate balances, cashflow, and category breakdowns into a knowledge entry.",action:{operation:{key:"pfo.openbanking.generate-overview",version:"1.0.0"}},requiredIntegrations:["primaryOpenBanking"],requiredCapabilities:fe,retry:{maxAttempts:3,backoff:"exponential",delayMs:1500}}],transitions:[]}});import{OwnersEnum as me,StabilityEnum as he,TagsEnum as ue}from"@contractspec/lib.contracts-spec";import{defineWorkflow as ye}from"@contractspec/lib.contracts-spec/workflow/spec";var wt=ye({meta:{key:"pfo.workflow.ingest-email-threads",version:"1.0.0",title:"Ingest Email Threads",description:"Synchronises Gmail threads tagged with finance labels and indexes them into operational knowledge spaces.",domain:"communications",owners:[me.PlatformMessaging],tags:["gmail","knowledge",ue.Automation],stability:he.Experimental},definition:{entryStepId:"sync",steps:[{id:"sync",type:"automation",label:"Sync Gmail Threads",description:"Fetches Gmail threads and transforms them into knowledge fragments before vector indexing.",action:{operation:{key:"pfo.email.sync-threads",version:"1.0.0"}},requiredIntegrations:["emailInbound","primaryVectorDb"],retry:{maxAttempts:3,backoff:"exponential",delayMs:1000}},{id:"triage",type:"human",label:"Triage Exceptions",description:"Operators can resolve sync failures or tag important threads for follow-up."}],transitions:[{from:"sync",to:"triage",condition:"output?.syncedThreads === 0",label:"No new threads"}]}});import{OwnersEnum as ve,StabilityEnum as ke,TagsEnum as be}from"@contractspec/lib.contracts-spec";import{defineWorkflow as xe}from"@contractspec/lib.contracts-spec/workflow/spec";var Vt=xe({meta:{key:"pfo.workflow.process-uploaded-document",version:"1.0.0",title:"Process Uploaded Document",description:"Stores an uploaded invoice/contract, queues ingestion, and records any follow-up reminders.",domain:"finance",owners:[ve.PlatformFinance],tags:["documents","ingestion",be.Automation],stability:ke.Experimental},definition:{entryStepId:"store",steps:[{id:"store",type:"automation",label:"Store and Queue Ingestion",description:"Persist the document to storage and enqueue the knowledge ingestion pipeline.",action:{operation:{key:"pfo.documents.upload",version:"1.0.0"}},requiredIntegrations:["primaryStorage","primaryVectorDb"],retry:{maxAttempts:3,backoff:"exponential",delayMs:500}},{id:"review",type:"human",label:"Optional Human Classification",description:"Finance lead can categorise the document while ingestion completes."}],transitions:[{from:"store",to:"review"}]}});import{OwnersEnum as we,StabilityEnum as Me,TagsEnum as Ie}from"@contractspec/lib.contracts-spec";import{defineWorkflow as Ke}from"@contractspec/lib.contracts-spec/workflow/spec";var u={key:"openbanking.balances.read",version:"1.0.0"},Ft=Ke({meta:{key:"pfo.workflow.refresh-openbanking-balances",version:"1.0.0",title:"Refresh Open Banking Balances",description:"Refreshes balances for synced accounts to surface the latest cash positions in dashboards.",domain:"finance",owners:[we.PlatformFinance],tags:["open-banking","powens",Ie.Automation],stability:Me.Experimental},definition:{entryStepId:"refresh-balances",steps:[{id:"refresh-balances",type:"automation",label:"Refresh Balances",description:"Trigger the Powens provider to obtain current and available balances.",action:{operation:{key:"openbanking.balances.refresh",version:"1.0.0"}},requiredIntegrations:["primaryOpenBanking"],requiredCapabilities:[u],retry:{maxAttempts:3,backoff:"exponential",delayMs:1000}},{id:"fetch-balances",type:"automation",label:"Fetch Balances",description:"Load the canonical balance snapshots for downstream workflows and dashboards.",action:{operation:{key:"openbanking.balances.get",version:"1.0.0"}},requiredIntegrations:["primaryOpenBanking"],requiredCapabilities:[u],retry:{maxAttempts:2,backoff:"linear",delayMs:750}}],transitions:[{from:"refresh-balances",to:"fetch-balances"}]}});import{OwnersEnum as Ve,StabilityEnum as je,TagsEnum as qe}from"@contractspec/lib.contracts-spec";import{defineWorkflow as De}from"@contractspec/lib.contracts-spec/workflow/spec";var y={key:"openbanking.accounts.read",version:"1.0.0"},Xt=De({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:[Ve.PlatformFinance],tags:["open-banking","powens",qe.Automation],stability:je.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:[y],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:[y],retry:{maxAttempts:2,backoff:"linear",delayMs:750}}],transitions:[{from:"sync-accounts",to:"fetch-accounts"}]}});import{OwnersEnum as Fe,StabilityEnum as He,TagsEnum as Re}from"@contractspec/lib.contracts-spec";import{defineWorkflow as Qe}from"@contractspec/lib.contracts-spec/workflow/spec";var v={key:"openbanking.transactions.read",version:"1.0.0"},Zt=Qe({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:[Fe.PlatformFinance],tags:["open-banking","powens",Re.Automation],stability:He.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:[v],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:[v],retry:{maxAttempts:2,backoff:"linear",delayMs:1000}}],transitions:[{from:"sync-transactions",to:"list-transactions"}]}});import{OwnersEnum as Xe,StabilityEnum as ze,TagsEnum as Je}from"@contractspec/lib.contracts-spec";import{defineWorkflow as Ue}from"@contractspec/lib.contracts-spec/workflow/spec";var Pt=Ue({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:[Xe.PlatformFinance],tags:["payments","reminders",Je.Automation],stability:ze.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{U as uploadDocumentContract,Pt as upcomingPaymentsReminderWorkflow,ot as tech_contracts_vertical_pocket_family_office_DocBlocks,Zt as syncOpenBankingTransactionsWorkflow,Xt as syncOpenBankingAccountsWorkflow,Y as syncEmailThreadsContract,C as schedulePaymentReminderContract,$e as registerPocketFamilyOfficeBlueprint,Ft as refreshOpenBankingBalancesWorkflow,Vt as processUploadedDocumentWorkflow,lt as pocketFamilyOfficeTenantSample,it as pocketFamilyOfficeTelemetry,Ye as pocketFamilyOfficeKnowledgeSources,Ee as pocketFamilyOfficeContracts,M as pocketFamilyOfficeConnections,w as pocketFamilyOfficeBlueprint,wt as ingestEmailThreadsWorkflow,Ge as getPocketFamilyOfficeConnection,vt as generateOpenBankingOverviewWorkflow,E as generateOpenBankingOverviewContract,mt as generateFinancialSummaryWorkflow,A as generateFinancialSummaryContract,q as example,O as dispatchFinancialSummaryContract,nt as PocketFamilyOfficeFeature,ct as OPENBANKING_SENSITIVE_FIELDS,j as ExamplesPocketFamilyOfficeExample};

package/dist/node/example.js

@@ -1 +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};
+import{defineExample as b}from"@contractspec/lib.contracts-spec/examples";var d=b({meta:{key:"examples.pocket-family-office",version:"1.0.0",title:"Pocket Family Office",description:"Pocket Family Office example - personal finance automation with open banking",kind:"template",visibility:"experimental",stability:"experimental",owners:["@contractspec-core"],tags:["package","examples","pocket-family-office"]},surfaces:{templates:!0,sandbox:{enabled:!0,modes:["playground","specs"]},studio:{enabled:!1,installable:!1},mcp:{enabled:!1}},entrypoints:{packageName:"@contractspec/example.pocket-family-office"}}),j=d;export{j as default,d as ExamplesPocketFamilyOfficeExample};

package/dist/node/index.js

@@ -1,4 +1,4 @@
-import{OwnersEnum as v,StabilityEnum as b,TagsEnum as x}from"@contractspec/lib.contracts-spec/ownership";var t=(r,m)=>({key:r,version:m}),w={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:[v.PlatformFinance],tags:[x.Guide,"finance","automation"],stability:b.Experimental},capabilities:{enabled:[t("ai.chat","1.0.0"),t("ai.embeddings","1.0.0"),t("vector-db.search","1.0.0"),t("vector-db.storage","1.0.0"),t("storage.objects","1.0.0"),t("email.inbound","1.0.0"),t("email.transactional","1.0.0"),t("calendar.events","1.0.0"),t("sms.outbound","1.0.0"),t("ai.voice.tts","1.0.0"),t("payments.psp","1.0.0"),t("openbanking.accounts.read","1.0.0"),t("openbanking.transactions.read","1.0.0"),t("openbanking.balances.read","1.0.0")]},integrationSlots:[{slotId:"primaryLLM",requiredCategory:"ai-llm",allowedModes:["managed","byok"],requiredCapabilities:[t("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:[t("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:[t("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:[t("openbanking.accounts.read","1.0.0"),t("openbanking.transactions.read","1.0.0"),t("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:[t("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:[t("email.transactional","1.0.0")],required:!0,description:"Transactional email delivery for reminders and summaries."},{slotId:"calendarScheduling",requiredCategory:"calendar",allowedModes:["managed","byok"],requiredCapabilities:[t("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:[t("ai.voice.tts","1.0.0")],required:!1,description:"Optional voice synthesis for spoken summaries (ElevenLabs)."},{slotId:"smsNotifications",requiredCategory:"sms",allowedModes:["managed","byok"],requiredCapabilities:[t("sms.outbound","1.0.0")],required:!1,description:"SMS provider used for urgent reminders."},{slotId:"paymentsProcessing",requiredCategory:"payments",allowedModes:["managed","byok"],requiredCapabilities:[t("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 $e(r){return r.register(w)}var o=new Date,a={tenantId:"tenant.family-office",createdAt:o,updatedAt:o},M=[{meta:{...a,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:o,latencyMs:180}},{meta:{...a,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:o,latencyMs:95}},{meta:{...a,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:o,latencyMs:60}},{meta:{...a,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:o,latencyMs:320}},{meta:{...a,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:o,latencyMs:210}},{meta:{...a,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:o,latencyMs:140}},{meta:{...a,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:o,latencyMs:250}},{meta:{...a,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:o,latencyMs:180}},{meta:{...a,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:o,latencyMs:220}},{meta:{...a,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:o,latencyMs:410}}];function Ce(r){return M.find((m)=>m.meta.id===r)}import{registerDocBlocks as I}from"@contractspec/lib.contracts-spec/docs";var K=[{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
+import{OwnersEnum as k,StabilityEnum as b,TagsEnum as x}from"@contractspec/lib.contracts-spec/ownership";var t=(s,m)=>({key:s,version:m}),w={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:[k.PlatformFinance],tags:[x.Guide,"finance","automation"],stability:b.Experimental},capabilities:{enabled:[t("ai.chat","1.0.0"),t("ai.embeddings","1.0.0"),t("vector-db.search","1.0.0"),t("vector-db.storage","1.0.0"),t("storage.objects","1.0.0"),t("email.inbound","1.0.0"),t("email.transactional","1.0.0"),t("calendar.events","1.0.0"),t("sms.outbound","1.0.0"),t("ai.voice.tts","1.0.0"),t("payments.psp","1.0.0"),t("openbanking.accounts.read","1.0.0"),t("openbanking.transactions.read","1.0.0"),t("openbanking.balances.read","1.0.0")]},integrationSlots:[{slotId:"primaryLLM",requiredCategory:"ai-llm",allowedModes:["managed","byok"],requiredCapabilities:[t("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:[t("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:[t("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:[t("openbanking.accounts.read","1.0.0"),t("openbanking.transactions.read","1.0.0"),t("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:[t("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:[t("email.transactional","1.0.0")],required:!0,description:"Transactional email delivery for reminders and summaries."},{slotId:"calendarScheduling",requiredCategory:"calendar",allowedModes:["managed","byok"],requiredCapabilities:[t("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:[t("ai.voice.tts","1.0.0")],required:!1,description:"Optional voice synthesis for spoken summaries (ElevenLabs)."},{slotId:"smsNotifications",requiredCategory:"sms",allowedModes:["managed","byok"],requiredCapabilities:[t("sms.outbound","1.0.0")],required:!1,description:"SMS provider used for urgent reminders."},{slotId:"paymentsProcessing",requiredCategory:"payments",allowedModes:["managed","byok"],requiredCapabilities:[t("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 $e(s){return s.register(w)}var o=new Date,a={tenantId:"tenant.family-office",createdAt:o,updatedAt:o},M=[{meta:{...a,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:o,latencyMs:180}},{meta:{...a,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:o,latencyMs:95}},{meta:{...a,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:o,latencyMs:60}},{meta:{...a,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:o,latencyMs:320}},{meta:{...a,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:o,latencyMs:210}},{meta:{...a,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:o,latencyMs:140}},{meta:{...a,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:o,latencyMs:250}},{meta:{...a,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:o,latencyMs:180}},{meta:{...a,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:o,latencyMs:220}},{meta:{...a,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:o,latencyMs:410}}];function Ge(s){return M.find((m)=>m.meta.id===s)}import{registerDocBlocks as I}from"@contractspec/lib.contracts-spec/docs";var K=[{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
 - Automate document ingestion (receipts, statements) and link to transactions.
 - Provides a "family office" grade overview for individuals.
 - Uses open banking for real-time data and AI for insights.
@@ -23,7 +23,7 @@ import{OwnersEnum as v,StabilityEnum as b,TagsEnum as x}from"@contractspec/lib.c
 
 ## Guardrails
 - PII is redacted in summaries by default.
-- 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`."}];I(K);import{defineExample as V}from"@contractspec/lib.contracts-spec";var j=V({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}}}),F=j;var s=new Date,Ye=[{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:s,updatedAt:s},config:{bucket:"pfo-uploads",prefix:"financial-docs/"},syncSchedule:{enabled:!0,intervalMs:900000},lastSync:{timestamp:s,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:s,updatedAt:s},config:{labelIds:["INBOX","FINANCE"]},syncSchedule:{enabled:!0,intervalMs:300000},lastSync:{timestamp:s,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:s,updatedAt:s},config:{},syncSchedule:{enabled:!1}}];import{OPENBANKING_TELEMETRY_EVENTS as q}from"@contractspec/lib.contracts-integrations";import{defineCommand as l,defineQuery as D}from"@contractspec/lib.contracts-spec";import{OwnersEnum as i,StabilityEnum as c,TagsEnum as d}from"@contractspec/lib.contracts-spec/ownership";import{defineEnum as g,defineSchemaModel as n,ScalarTypeEnum as e}from"@contractspec/lib.schema";var H=g("Source",["upload","email","sync"]),R=g("Channel",["email","sms","both"]),Q=g("Period",["P7d","P30d","P90d"]),X=g("ObPeriod",["Pweek","Pmonth","Pquarter"]),z=n({name:"UploadDocumentInput",fields:{bucket:{type:e.NonEmptyString(),isOptional:!1},objectKey:{type:e.NonEmptyString(),isOptional:!1},mimeType:{type:e.NonEmptyString(),isOptional:!1},bytes:{type:e.Int_unsecure(),isOptional:!1},tags:{type:e.String_unsecure(),isOptional:!1,isArray:!0},uploadedAt:{type:e.Date(),isOptional:!1},source:{type:H,isOptional:!1}}}),J=n({name:"UploadDocumentOutput",fields:{documentId:{type:e.String_unsecure(),isOptional:!1},ingestionJobId:{type:e.String_unsecure(),isOptional:!1}}}),U=l({meta:{key:"pfo.documents.upload",version:"1.0.0",description:"Stores an object in tenant storage and schedules ingestion into the knowledge base.",goal:"Allow users to ingest financial documents for processing.",context:"Part of the finance domain. Documents are uploaded to object storage and then processed by the ingestion pipeline.",owners:[i.PlatformFinance],tags:["documents","ingestion",d.Guide],stability:c.Experimental},io:{input:z,output:J},policy:{auth:"user",rateLimit:{rpm:30,key:"user"}}}),Z=n({name:"PaymentReminderInput",fields:{billId:{type:e.String_unsecure(),isOptional:!1},recipientEmail:{type:e.EmailAddress(),isOptional:!1},recipientPhone:{type:e.String_unsecure(),isOptional:!0},dueDate:{type:e.Date(),isOptional:!1},amountCents:{type:e.Int_unsecure(),isOptional:!1},currency:{type:e.Currency(),isOptional:!1},channel:{type:R,isOptional:!1},memo:{type:e.String_unsecure(),isOptional:!0}}}),$=n({name:"PaymentReminderOutput",fields:{reminderId:{type:e.String_unsecure(),isOptional:!1},scheduledAt:{type:e.Date(),isOptional:!1}}}),P=l({meta:{key:"pfo.reminders.schedule-payment",version:"1.0.0",description:"Queues outbound email/SMS reminders for upcoming bills and adds an optional calendar hold.",goal:"Ensure bills are paid on time by notifying users.",context:"Finance automation. Reminders are sent via configured channels (email, SMS).",owners:[i.PlatformFinance],tags:["payments","reminders",d.Automation],stability:c.Beta},io:{input:Z,output:$},policy:{auth:"user"}}),C=n({name:"FinancialSummaryInput",fields:{period:{type:Q,isOptional:!1},includeVoiceSummary:{type:e.Boolean(),isOptional:!1}}}),G=n({name:"SummaryHighlight",fields:{label:{type:e.String_unsecure(),isOptional:!1},value:{type:e.String_unsecure(),isOptional:!1}}}),S=n({name:"FinancialSummaryOutput",fields:{summaryId:{type:e.String_unsecure(),isOptional:!1},generatedAt:{type:e.Date(),isOptional:!1},markdown:{type:e.String_unsecure(),isOptional:!1},highlights:{type:G,isOptional:!1,isArray:!0},cashflowDelta:{type:e.Float_unsecure(),isOptional:!1}}}),A=D({meta:{key:"pfo.summary.generate",version:"1.0.0",description:"Runs RAG over financial documents and email threads to provide a natural-language summary with key metrics.",goal:"Provide a quick overview of financial status and recent activity.",context:"Uses RAG over ingested knowledge. Summaries can be dispatched or viewed in app.",owners:[i.PlatformFinance],tags:["summary","ai",d.Automation],stability:c.Beta},io:{input:C,output:S},policy:{auth:"user"}}),W=n({name:"SyncEmailThreadsInput",fields:{labelIds:{type:e.String_unsecure(),isOptional:!1,isArray:!0},maxThreads:{type:e.Int_unsecure(),isOptional:!1},syncSinceMinutes:{type:e.Int_unsecure(),isOptional:!1}}}),L=n({name:"SyncEmailThreadsOutput",fields:{syncedThreads:{type:e.Int_unsecure(),isOptional:!1},lastMessageAt:{type:e.Date(),isOptional:!0}}}),Y=l({meta:{key:"pfo.email.sync-threads",version:"1.0.0",description:"Triggers ingestion of Gmail threads into the operational knowledge space.",goal:"Keep knowledge base up to date with email communications.",context:"Syncs from Gmail integration. Only includes threads matching configured labels.",owners:[i.PlatformMessaging],tags:["gmail","knowledge",d.Automation],stability:c.Beta},io:{input:W,output:L},policy:{auth:"user"}}),B=n({name:"SummaryDispatchInput",fields:{summaryId:{type:e.String_unsecure(),isOptional:!1},recipientEmail:{type:e.EmailAddress(),isOptional:!1},recipientName:{type:e.String_unsecure(),isOptional:!0},includeVoice:{type:e.Boolean(),isOptional:!1},voiceRecipient:{type:e.String_unsecure(),isOptional:!0}}}),O=n({name:"SummaryDispatchOutput",fields:{dispatchId:{type:e.String_unsecure(),isOptional:!1},emailSent:{type:e.Boolean(),isOptional:!1},voiceUrl:{type:e.String_unsecure(),isOptional:!0}}}),_=l({meta:{key:"pfo.summary.dispatch",version:"1.0.0",description:"Delivers the generated summary via email and optionally synthesises a voice note.",goal:"Deliver financial insights to users proactively.",context:"Dispatches summaries generated by pfo.summary.generate via email or voice.",owners:[i.PlatformMessaging],tags:["summary","communications",d.Automation],stability:c.Experimental},io:{input:B,output:O},policy:{auth:"user"}}),N=n({name:"OpenBankingOverviewInput",fields:{tenantId:{type:e.String_unsecure(),isOptional:!1},accountIds:{type:e.String_unsecure(),isOptional:!0,isArray:!0},period:{type:X,isOptional:!1},asOf:{type:e.Date(),isOptional:!0},includeCategories:{type:e.Boolean(),isOptional:!1},includeCashflowTrend:{type:e.Boolean(),isOptional:!1}}}),T=n({name:"OpenBankingOverviewOutput",fields:{knowledgeEntryId:{type:e.String_unsecure(),isOptional:!1},periodStart:{type:e.Date(),isOptional:!1},periodEnd:{type:e.Date(),isOptional:!1},generatedAt:{type:e.Date(),isOptional:!1},summaryPath:{type:e.String_unsecure(),isOptional:!0}}}),E=l({meta:{key:"pfo.openbanking.generate-overview",version:"1.0.0",description:"Aggregates balances and transactions into a derived financial overview stored in the knowledge layer.",goal:"Create a periodic financial snapshot.",context:"Aggregates data from open banking integration into a document.",owners:[i.PlatformFinance],tags:["open-banking","summary",d.Automation],stability:c.Experimental},io:{input:N,output:T},policy:{auth:"user"},telemetry:{success:{event:{key:q.overviewGenerated,version:"1.0.0"}}}}),Ee={"pfo.documents.upload":U,"pfo.reminders.schedule-payment":P,"pfo.summary.generate":A,"pfo.summary.dispatch":_,"pfo.email.sync-threads":Y,"pfo.openbanking.generate-overview":E};import{defineFeature as ee}from"@contractspec/lib.contracts-spec";var nt=ee({meta:{key:"pocket-family-office",version:"1.0.0",title:"Pocket Family Office",description:"Personal finance automation with document ingestion, open banking, and AI summaries",domain:"finance",owners:["@platform.finance"],tags:["finance","open-banking","documents","automation","family-office"],stability:"experimental"},operations:[{key:"pfo.documents.upload",version:"1.0.0"},{key:"pfo.reminders.schedule-payment",version:"1.0.0"},{key:"pfo.summary.generate",version:"1.0.0"},{key:"pfo.email.sync-threads",version:"1.0.0"},{key:"pfo.summary.dispatch",version:"1.0.0"},{key:"pfo.openbanking.generate-overview",version:"1.0.0"}],events:[],presentations:[],opToPresentation:[],presentationsTargets:[],capabilities:{provides:[{key:"pocket-family-office",version:"1.0.0"}],requires:[{key:"identity",version:"1.0.0"},{key:"openbanking",version:"1.0.0"}]},workflows:[{key:"pfo.workflow.sync-openbanking-accounts",version:"1.0.0"},{key:"pfo.workflow.sync-openbanking-transactions",version:"1.0.0"},{key:"pfo.workflow.refresh-openbanking-balances",version:"1.0.0"},{key:"pfo.workflow.generate-openbanking-overview",version:"1.0.0"},{key:"pfo.workflow.process-uploaded-document",version:"1.0.0"},{key:"pfo.workflow.upcoming-payments-reminder",version:"1.0.0"},{key:"pfo.workflow.generate-financial-summary",version:"1.0.0"},{key:"pfo.workflow.ingest-email-threads",version:"1.0.0"}],knowledge:[{key:"knowledge.financial-docs",version:"1.0.0"},{key:"knowledge.email-threads",version:"1.0.0"},{key:"knowledge.financial-overview",version:"1.0.0"}],telemetry:[{key:"pfo.telemetry",version:"1.0.0"}],policies:[{key:"pfo.policy.tenancy",version:"1.0.0"}],integrations:[{key:"pfo.integration.openbanking",version:"1.0.0"},{key:"pfo.integration.llm",version:"1.0.0"}],jobs:[{key:"pfo.job.doc-processing",version:"1.0.0"},{key:"pfo.job.reminder-dispatch",version:"1.0.0"}],docs:["docs.examples.pocket-family-office.goal","docs.examples.pocket-family-office.usage","docs.examples.pocket-family-office.reference"]}),ot=[{id:"docs.tech.contracts.vertical-pocket-family-office",title:"Pocket Family Office Vertical",summary:"Pocket Family Office is a ContractSpec reference vertical that",kind:"reference",visibility:"public",route:"/docs/tech/contracts/vertical-pocket-family-office",tags:["tech","contracts","vertical-pocket-family-office"],body:`# Pocket Family Office Vertical
+- 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`."}];I(K);import{defineExample as V}from"@contractspec/lib.contracts-spec/examples";var j=V({meta:{key:"examples.pocket-family-office",version:"1.0.0",title:"Pocket Family Office",description:"Pocket Family Office example - personal finance automation with open banking",kind:"template",visibility:"experimental",stability:"experimental",owners:["@contractspec-core"],tags:["package","examples","pocket-family-office"]},surfaces:{templates:!0,sandbox:{enabled:!0,modes:["playground","specs"]},studio:{enabled:!1,installable:!1},mcp:{enabled:!1}},entrypoints:{packageName:"@contractspec/example.pocket-family-office"}}),q=j;var r=new Date,Ye=[{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:r,updatedAt:r},config:{bucket:"pfo-uploads",prefix:"financial-docs/"},syncSchedule:{enabled:!0,intervalMs:900000},lastSync:{timestamp:r,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:r,updatedAt:r},config:{labelIds:["INBOX","FINANCE"]},syncSchedule:{enabled:!0,intervalMs:300000},lastSync:{timestamp:r,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:r,updatedAt:r},config:{},syncSchedule:{enabled:!1}}];import{OPENBANKING_TELEMETRY_EVENTS as D}from"@contractspec/lib.contracts-integrations";import{defineCommand as l,defineQuery as F}from"@contractspec/lib.contracts-spec";import{OwnersEnum as i,StabilityEnum as c,TagsEnum as d}from"@contractspec/lib.contracts-spec/ownership";import{defineEnum as g,defineSchemaModel as n,ScalarTypeEnum as e}from"@contractspec/lib.schema";var H=g("Source",["upload","email","sync"]),R=g("Channel",["email","sms","both"]),Q=g("Period",["P7d","P30d","P90d"]),X=g("ObPeriod",["Pweek","Pmonth","Pquarter"]),z=n({name:"UploadDocumentInput",fields:{bucket:{type:e.NonEmptyString(),isOptional:!1},objectKey:{type:e.NonEmptyString(),isOptional:!1},mimeType:{type:e.NonEmptyString(),isOptional:!1},bytes:{type:e.Int_unsecure(),isOptional:!1},tags:{type:e.String_unsecure(),isOptional:!1,isArray:!0},uploadedAt:{type:e.Date(),isOptional:!1},source:{type:H,isOptional:!1}}}),J=n({name:"UploadDocumentOutput",fields:{documentId:{type:e.String_unsecure(),isOptional:!1},ingestionJobId:{type:e.String_unsecure(),isOptional:!1}}}),U=l({meta:{key:"pfo.documents.upload",version:"1.0.0",description:"Stores an object in tenant storage and schedules ingestion into the knowledge base.",goal:"Allow users to ingest financial documents for processing.",context:"Part of the finance domain. Documents are uploaded to object storage and then processed by the ingestion pipeline.",owners:[i.PlatformFinance],tags:["documents","ingestion",d.Guide],stability:c.Experimental},io:{input:z,output:J},policy:{auth:"user",rateLimit:{rpm:30,key:"user"}}}),Z=n({name:"PaymentReminderInput",fields:{billId:{type:e.String_unsecure(),isOptional:!1},recipientEmail:{type:e.EmailAddress(),isOptional:!1},recipientPhone:{type:e.String_unsecure(),isOptional:!0},dueDate:{type:e.Date(),isOptional:!1},amountCents:{type:e.Int_unsecure(),isOptional:!1},currency:{type:e.Currency(),isOptional:!1},channel:{type:R,isOptional:!1},memo:{type:e.String_unsecure(),isOptional:!0}}}),$=n({name:"PaymentReminderOutput",fields:{reminderId:{type:e.String_unsecure(),isOptional:!1},scheduledAt:{type:e.Date(),isOptional:!1}}}),C=l({meta:{key:"pfo.reminders.schedule-payment",version:"1.0.0",description:"Queues outbound email/SMS reminders for upcoming bills and adds an optional calendar hold.",goal:"Ensure bills are paid on time by notifying users.",context:"Finance automation. Reminders are sent via configured channels (email, SMS).",owners:[i.PlatformFinance],tags:["payments","reminders",d.Automation],stability:c.Beta},io:{input:Z,output:$},policy:{auth:"user"}}),G=n({name:"FinancialSummaryInput",fields:{period:{type:Q,isOptional:!1},includeVoiceSummary:{type:e.Boolean(),isOptional:!1}}}),P=n({name:"SummaryHighlight",fields:{label:{type:e.String_unsecure(),isOptional:!1},value:{type:e.String_unsecure(),isOptional:!1}}}),S=n({name:"FinancialSummaryOutput",fields:{summaryId:{type:e.String_unsecure(),isOptional:!1},generatedAt:{type:e.Date(),isOptional:!1},markdown:{type:e.String_unsecure(),isOptional:!1},highlights:{type:P,isOptional:!1,isArray:!0},cashflowDelta:{type:e.Float_unsecure(),isOptional:!1}}}),A=F({meta:{key:"pfo.summary.generate",version:"1.0.0",description:"Runs RAG over financial documents and email threads to provide a natural-language summary with key metrics.",goal:"Provide a quick overview of financial status and recent activity.",context:"Uses RAG over ingested knowledge. Summaries can be dispatched or viewed in app.",owners:[i.PlatformFinance],tags:["summary","ai",d.Automation],stability:c.Beta},io:{input:G,output:S},policy:{auth:"user"}}),W=n({name:"SyncEmailThreadsInput",fields:{labelIds:{type:e.String_unsecure(),isOptional:!1,isArray:!0},maxThreads:{type:e.Int_unsecure(),isOptional:!1},syncSinceMinutes:{type:e.Int_unsecure(),isOptional:!1}}}),L=n({name:"SyncEmailThreadsOutput",fields:{syncedThreads:{type:e.Int_unsecure(),isOptional:!1},lastMessageAt:{type:e.Date(),isOptional:!0}}}),Y=l({meta:{key:"pfo.email.sync-threads",version:"1.0.0",description:"Triggers ingestion of Gmail threads into the operational knowledge space.",goal:"Keep knowledge base up to date with email communications.",context:"Syncs from Gmail integration. Only includes threads matching configured labels.",owners:[i.PlatformMessaging],tags:["gmail","knowledge",d.Automation],stability:c.Beta},io:{input:W,output:L},policy:{auth:"user"}}),B=n({name:"SummaryDispatchInput",fields:{summaryId:{type:e.String_unsecure(),isOptional:!1},recipientEmail:{type:e.EmailAddress(),isOptional:!1},recipientName:{type:e.String_unsecure(),isOptional:!0},includeVoice:{type:e.Boolean(),isOptional:!1},voiceRecipient:{type:e.String_unsecure(),isOptional:!0}}}),_=n({name:"SummaryDispatchOutput",fields:{dispatchId:{type:e.String_unsecure(),isOptional:!1},emailSent:{type:e.Boolean(),isOptional:!1},voiceUrl:{type:e.String_unsecure(),isOptional:!0}}}),O=l({meta:{key:"pfo.summary.dispatch",version:"1.0.0",description:"Delivers the generated summary via email and optionally synthesises a voice note.",goal:"Deliver financial insights to users proactively.",context:"Dispatches summaries generated by pfo.summary.generate via email or voice.",owners:[i.PlatformMessaging],tags:["summary","communications",d.Automation],stability:c.Experimental},io:{input:B,output:_},policy:{auth:"user"}}),N=n({name:"OpenBankingOverviewInput",fields:{tenantId:{type:e.String_unsecure(),isOptional:!1},accountIds:{type:e.String_unsecure(),isOptional:!0,isArray:!0},period:{type:X,isOptional:!1},asOf:{type:e.Date(),isOptional:!0},includeCategories:{type:e.Boolean(),isOptional:!1},includeCashflowTrend:{type:e.Boolean(),isOptional:!1}}}),T=n({name:"OpenBankingOverviewOutput",fields:{knowledgeEntryId:{type:e.String_unsecure(),isOptional:!1},periodStart:{type:e.Date(),isOptional:!1},periodEnd:{type:e.Date(),isOptional:!1},generatedAt:{type:e.Date(),isOptional:!1},summaryPath:{type:e.String_unsecure(),isOptional:!0}}}),E=l({meta:{key:"pfo.openbanking.generate-overview",version:"1.0.0",description:"Aggregates balances and transactions into a derived financial overview stored in the knowledge layer.",goal:"Create a periodic financial snapshot.",context:"Aggregates data from open banking integration into a document.",owners:[i.PlatformFinance],tags:["open-banking","summary",d.Automation],stability:c.Experimental},io:{input:N,output:T},policy:{auth:"user"},telemetry:{success:{event:{key:D.overviewGenerated,version:"1.0.0"}}}}),Ee={"pfo.documents.upload":U,"pfo.reminders.schedule-payment":C,"pfo.summary.generate":A,"pfo.summary.dispatch":O,"pfo.email.sync-threads":Y,"pfo.openbanking.generate-overview":E};import{defineFeature as ee}from"@contractspec/lib.contracts-spec/features";var nt=ee({meta:{key:"pocket-family-office",version:"1.0.0",title:"Pocket Family Office",description:"Personal finance automation with document ingestion, open banking, and AI summaries",domain:"finance",owners:["@platform.finance"],tags:["finance","open-banking","documents","automation","family-office"],stability:"experimental"},operations:[{key:"pfo.documents.upload",version:"1.0.0"},{key:"pfo.reminders.schedule-payment",version:"1.0.0"},{key:"pfo.summary.generate",version:"1.0.0"},{key:"pfo.email.sync-threads",version:"1.0.0"},{key:"pfo.summary.dispatch",version:"1.0.0"},{key:"pfo.openbanking.generate-overview",version:"1.0.0"}],events:[],presentations:[],opToPresentation:[],presentationsTargets:[],capabilities:{provides:[{key:"pocket-family-office",version:"1.0.0"}],requires:[{key:"identity",version:"1.0.0"},{key:"openbanking",version:"1.0.0"}]},workflows:[{key:"pfo.workflow.sync-openbanking-accounts",version:"1.0.0"},{key:"pfo.workflow.sync-openbanking-transactions",version:"1.0.0"},{key:"pfo.workflow.refresh-openbanking-balances",version:"1.0.0"},{key:"pfo.workflow.generate-openbanking-overview",version:"1.0.0"},{key:"pfo.workflow.process-uploaded-document",version:"1.0.0"},{key:"pfo.workflow.upcoming-payments-reminder",version:"1.0.0"},{key:"pfo.workflow.generate-financial-summary",version:"1.0.0"},{key:"pfo.workflow.ingest-email-threads",version:"1.0.0"}],knowledge:[{key:"knowledge.financial-docs",version:"1.0.0"},{key:"knowledge.email-threads",version:"1.0.0"},{key:"knowledge.financial-overview",version:"1.0.0"}],telemetry:[{key:"pfo.telemetry",version:"1.0.0"}],policies:[{key:"pfo.policy.tenancy",version:"1.0.0"}],integrations:[{key:"pfo.integration.openbanking",version:"1.0.0"},{key:"pfo.integration.llm",version:"1.0.0"}],jobs:[{key:"pfo.job.doc-processing",version:"1.0.0"},{key:"pfo.job.reminder-dispatch",version:"1.0.0"}],docs:["docs.examples.pocket-family-office.goal","docs.examples.pocket-family-office.usage","docs.examples.pocket-family-office.reference"]}),ot=[{id:"docs.tech.contracts.vertical-pocket-family-office",title:"Pocket Family Office Vertical",summary:"Pocket Family Office is a ContractSpec reference vertical that",kind:"reference",visibility:"public",route:"/docs/tech/contracts/vertical-pocket-family-office",tags:["tech","contracts","vertical-pocket-family-office"],body:`# Pocket Family Office Vertical
 
 Pocket Family Office is a ContractSpec reference vertical that
 demonstrates finance automation atop the integration and knowledge
@@ -128,4 +128,4 @@ tenant-specific IDs/secret references before deploying.
 
 
 
-`}];import{OPENBANKING_PII_FIELDS as te,OPENBANKING_TELEMETRY_EVENTS as f}from"@contractspec/lib.contracts-integrations";import{OwnersEnum as ne,StabilityEnum as oe,TagsEnum as ae}from"@contractspec/lib.contracts-spec/ownership";var p={tenantId:{type:"string",required:!0,description:"Tenant identifier for multi-tenant isolation."},appId:{type:"string",required:!0,description:"Application identifier associated with the event."},blueprint:{type:"string",required:!0,description:"Blueprint name@version emitting the telemetry."},configVersion:{type:"number",required:!0,description:"Resolved app config version when the event was generated."},slotId:{type:"string",required:!0,description:"Integration slot identifier (e.g., primaryOpenBanking)."},connectionId:{type:"string",required:!0,description:"Integration connection ID used for the sync."}};function h(r){return{type:"string",description:r,pii:!1}}var it={meta:{key:"pfo.telemetry",version:"1.0.0",title:"Pocket Family Office Telemetry",description:"Operational telemetry for Pocket Family Office workflows, including Powens open banking syncs.",domain:"finance",owners:[ne.PlatformFinance],tags:["open-banking",ae.Automation],stability:oe.Experimental},config:{defaultRetentionDays:180,defaultSamplingRate:1},events:[{key:f.accountsSynced,version:"1.0.0",semantics:{what:"Open banking account synchronisation completed.",why:"Refresh canonical account metadata for reporting and workflows."},privacy:"internal",properties:{...p,syncedCount:{type:"number",description:"Number of accounts synced successfully."},failedCount:{type:"number",description:"Number of accounts that failed to sync."},durationMs:{type:"number",description:"Duration of the sync job in milliseconds."}}},{key:f.transactionsSynced,version:"1.0.0",semantics:{what:"Open banking transaction synchronisation completed.",why:"Keep canonical transaction ledger in sync for analytics."},privacy:"internal",properties:{...p,accountId:{type:"string",description:"Bank account identifier used during the sync.",pii:!1},syncedCount:{type:"number",description:"Number of transactions synced successfully."},failedCount:{type:"number",description:"Number of transactions that failed to sync."},from:{type:"timestamp",description:"Start timestamp for the sync window."},to:{type:"timestamp",description:"End timestamp for the sync window."}}},{key:f.balancesRefreshed,version:"1.0.0",semantics:{what:"Open banking balances refreshed.",why:"Provide accurate cash position for dashboards and alerts."},privacy:"internal",properties:{...p,accountId:h("Bank account identifier."),balanceTypes:{type:"json",description:"Balance types included in the refresh."},refreshedAt:{type:"timestamp",description:"Timestamp when balances were refreshed."}}},{key:f.overviewGenerated,version:"1.0.0",semantics:{what:"Derived financial overview generated.",why:"Persist cashflow and category summaries into knowledge space."},privacy:"internal",properties:{...p,knowledgeEntryId:h("Identifier of the knowledge document containing the overview."),period:{type:"string",description:"Aggregation period used (week, month, quarter)."},periodStart:{type:"timestamp",description:"Start timestamp for the aggregation window."},periodEnd:{type:"timestamp",description:"End timestamp for the aggregation window."}},tags:["knowledge","analytics"]}]},ct=te;var lt={meta:{id:"tenant-pfo-sample",tenantId:"tenant.family-office",appId:"pocket-family-office",blueprintName:"pocket-family-office.app",blueprintVersion:"1.0.0",environment:"production",version:"1.0.0",createdAt:new Date().toISOString(),updatedAt:new Date().toISOString(),status:"published"},featureFlags:[{key:"voice-summaries",enabled:!0,description:"Enable spoken ElevenLabs summaries for daily briefings."}],integrations:[{slotId:"primaryLLM",connectionId:"conn-mistral-primary"},{slotId:"primaryVectorDb",connectionId:"conn-qdrant-finance"},{slotId:"primaryStorage",connectionId:"conn-gcs-documents"},{slotId:"primaryOpenBanking",connectionId:"conn-powens-primary"},{slotId:"emailInbound",connectionId:"conn-gmail-threads"},{slotId:"emailOutbound",connectionId:"conn-postmark-outbound"},{slotId:"calendarScheduling",connectionId:"conn-google-calendar"},{slotId:"voicePlayback",connectionId:"conn-elevenlabs-voice"},{slotId:"smsNotifications",connectionId:"conn-twilio-sms"},{slotId:"paymentsProcessing",connectionId:"conn-stripe-recurring"}],knowledge:[{spaceKey:"knowledge.financial-docs",scope:{workflows:["pfo.workflow.process-uploaded-document","pfo.workflow.generate-financial-summary"]}},{spaceKey:"knowledge.email-threads",scope:{workflows:["pfo.workflow.ingest-email-threads"]}},{spaceKey:"knowledge.financial-overview",scope:{workflows:["pfo.workflow.sync-openbanking-transactions","pfo.workflow.refresh-openbanking-balances","pfo.workflow.generate-financial-summary","pfo.workflow.generate-openbanking-overview"]},required:!1}],locales:{defaultLocale:"en",enabledLocales:["en"]},notes:"Sample tenant configuration for hackathon demos. Replace connection IDs with tenant-specific bindings when provisioning."};import{OwnersEnum as se,StabilityEnum as re,TagsEnum as ie}from"@contractspec/lib.contracts-spec";import{defineWorkflow as ce}from"@contractspec/lib.contracts-spec/workflow/spec";var mt=ce({meta:{key:"pfo.workflow.generate-financial-summary",version:"1.0.0",title:"Generate Financial Summary",description:"Retrieves the latest financial signals, generates an AI summary, and optionally distributes it by voice or email.",domain:"finance",owners:[se.PlatformFinance],tags:["summary","ai",ie.Automation],stability:re.Beta},definition:{entryStepId:"summarise",steps:[{id:"summarise",type:"automation",label:"Generate Summary",description:"Run retrieval augmented generation over the knowledge base to produce a household summary.",action:{operation:{key:"pfo.summary.generate",version:"1.0.0"}},requiredIntegrations:["primaryLLM","primaryVectorDb"],retry:{maxAttempts:3,backoff:"exponential",delayMs:750}},{id:"distribute",type:"automation",label:"Distribute Summary",description:"Send the generated summary via email and optionally synthesise a voice note.",action:{operation:{key:"pfo.summary.dispatch",version:"1.0.0"}},requiredIntegrations:["emailOutbound"],retry:{maxAttempts:2,backoff:"linear",delayMs:500}}],transitions:[{from:"summarise",to:"distribute"}]}});import{OwnersEnum as de,StabilityEnum as le,TagsEnum as ge}from"@contractspec/lib.contracts-spec";import{defineWorkflow as fe}from"@contractspec/lib.contracts-spec/workflow/spec";var pe=[{key:"openbanking.accounts.read",version:"1.0.0"},{key:"openbanking.transactions.read",version:"1.0.0"},{key:"openbanking.balances.read",version:"1.0.0"}],kt=fe({meta:{key:"pfo.workflow.generate-openbanking-overview",version:"1.0.0",title:"Generate Open Banking Overview",description:"Produces a derived financial overview and stores it in the operational knowledge space.",domain:"finance",owners:[de.PlatformFinance],tags:["open-banking","summary",ge.Automation],stability:le.Experimental},definition:{entryStepId:"generate-overview",steps:[{id:"generate-overview",type:"automation",label:"Generate Overview",description:"Aggregate balances, cashflow, and category breakdowns into a knowledge entry.",action:{operation:{key:"pfo.openbanking.generate-overview",version:"1.0.0"}},requiredIntegrations:["primaryOpenBanking"],requiredCapabilities:pe,retry:{maxAttempts:3,backoff:"exponential",delayMs:1500}}],transitions:[]}});import{OwnersEnum as me,StabilityEnum as he,TagsEnum as ue}from"@contractspec/lib.contracts-spec";import{defineWorkflow as ye}from"@contractspec/lib.contracts-spec/workflow/spec";var wt=ye({meta:{key:"pfo.workflow.ingest-email-threads",version:"1.0.0",title:"Ingest Email Threads",description:"Synchronises Gmail threads tagged with finance labels and indexes them into operational knowledge spaces.",domain:"communications",owners:[me.PlatformMessaging],tags:["gmail","knowledge",ue.Automation],stability:he.Experimental},definition:{entryStepId:"sync",steps:[{id:"sync",type:"automation",label:"Sync Gmail Threads",description:"Fetches Gmail threads and transforms them into knowledge fragments before vector indexing.",action:{operation:{key:"pfo.email.sync-threads",version:"1.0.0"}},requiredIntegrations:["emailInbound","primaryVectorDb"],retry:{maxAttempts:3,backoff:"exponential",delayMs:1000}},{id:"triage",type:"human",label:"Triage Exceptions",description:"Operators can resolve sync failures or tag important threads for follow-up."}],transitions:[{from:"sync",to:"triage",condition:"output?.syncedThreads === 0",label:"No new threads"}]}});import{OwnersEnum as ke,StabilityEnum as ve,TagsEnum as be}from"@contractspec/lib.contracts-spec";import{defineWorkflow as xe}from"@contractspec/lib.contracts-spec/workflow/spec";var Vt=xe({meta:{key:"pfo.workflow.process-uploaded-document",version:"1.0.0",title:"Process Uploaded Document",description:"Stores an uploaded invoice/contract, queues ingestion, and records any follow-up reminders.",domain:"finance",owners:[ke.PlatformFinance],tags:["documents","ingestion",be.Automation],stability:ve.Experimental},definition:{entryStepId:"store",steps:[{id:"store",type:"automation",label:"Store and Queue Ingestion",description:"Persist the document to storage and enqueue the knowledge ingestion pipeline.",action:{operation:{key:"pfo.documents.upload",version:"1.0.0"}},requiredIntegrations:["primaryStorage","primaryVectorDb"],retry:{maxAttempts:3,backoff:"exponential",delayMs:500}},{id:"review",type:"human",label:"Optional Human Classification",description:"Finance lead can categorise the document while ingestion completes."}],transitions:[{from:"store",to:"review"}]}});import{OwnersEnum as we,StabilityEnum as Me,TagsEnum as Ie}from"@contractspec/lib.contracts-spec";import{defineWorkflow as Ke}from"@contractspec/lib.contracts-spec/workflow/spec";var u={key:"openbanking.balances.read",version:"1.0.0"},Dt=Ke({meta:{key:"pfo.workflow.refresh-openbanking-balances",version:"1.0.0",title:"Refresh Open Banking Balances",description:"Refreshes balances for synced accounts to surface the latest cash positions in dashboards.",domain:"finance",owners:[we.PlatformFinance],tags:["open-banking","powens",Ie.Automation],stability:Me.Experimental},definition:{entryStepId:"refresh-balances",steps:[{id:"refresh-balances",type:"automation",label:"Refresh Balances",description:"Trigger the Powens provider to obtain current and available balances.",action:{operation:{key:"openbanking.balances.refresh",version:"1.0.0"}},requiredIntegrations:["primaryOpenBanking"],requiredCapabilities:[u],retry:{maxAttempts:3,backoff:"exponential",delayMs:1000}},{id:"fetch-balances",type:"automation",label:"Fetch Balances",description:"Load the canonical balance snapshots for downstream workflows and dashboards.",action:{operation:{key:"openbanking.balances.get",version:"1.0.0"}},requiredIntegrations:["primaryOpenBanking"],requiredCapabilities:[u],retry:{maxAttempts:2,backoff:"linear",delayMs:750}}],transitions:[{from:"refresh-balances",to:"fetch-balances"}]}});import{OwnersEnum as Ve,StabilityEnum as je,TagsEnum as Fe}from"@contractspec/lib.contracts-spec";import{defineWorkflow as qe}from"@contractspec/lib.contracts-spec/workflow/spec";var y={key:"openbanking.accounts.read",version:"1.0.0"},Xt=qe({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:[Ve.PlatformFinance],tags:["open-banking","powens",Fe.Automation],stability:je.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:[y],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:[y],retry:{maxAttempts:2,backoff:"linear",delayMs:750}}],transitions:[{from:"sync-accounts",to:"fetch-accounts"}]}});import{OwnersEnum as De,StabilityEnum as He,TagsEnum as Re}from"@contractspec/lib.contracts-spec";import{defineWorkflow as Qe}from"@contractspec/lib.contracts-spec/workflow/spec";var k={key:"openbanking.transactions.read",version:"1.0.0"},Zt=Qe({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:[De.PlatformFinance],tags:["open-banking","powens",Re.Automation],stability:He.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:[k],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:[k],retry:{maxAttempts:2,backoff:"linear",delayMs:1000}}],transitions:[{from:"sync-transactions",to:"list-transactions"}]}});import{OwnersEnum as Xe,StabilityEnum as ze,TagsEnum as Je}from"@contractspec/lib.contracts-spec";import{defineWorkflow as Ue}from"@contractspec/lib.contracts-spec/workflow/spec";var Gt=Ue({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:[Xe.PlatformFinance],tags:["payments","reminders",Je.Automation],stability:ze.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{U as uploadDocumentContract,Gt as upcomingPaymentsReminderWorkflow,ot as tech_contracts_vertical_pocket_family_office_DocBlocks,Zt as syncOpenBankingTransactionsWorkflow,Xt as syncOpenBankingAccountsWorkflow,Y as syncEmailThreadsContract,P as schedulePaymentReminderContract,$e as registerPocketFamilyOfficeBlueprint,Dt as refreshOpenBankingBalancesWorkflow,Vt as processUploadedDocumentWorkflow,lt as pocketFamilyOfficeTenantSample,it as pocketFamilyOfficeTelemetry,Ye as pocketFamilyOfficeKnowledgeSources,Ee as pocketFamilyOfficeContracts,M as pocketFamilyOfficeConnections,w as pocketFamilyOfficeBlueprint,wt as ingestEmailThreadsWorkflow,Ce as getPocketFamilyOfficeConnection,kt as generateOpenBankingOverviewWorkflow,E as generateOpenBankingOverviewContract,mt as generateFinancialSummaryWorkflow,A as generateFinancialSummaryContract,F as example,_ as dispatchFinancialSummaryContract,nt as PocketFamilyOfficeFeature,ct as OPENBANKING_SENSITIVE_FIELDS};
+`}];import{OPENBANKING_PII_FIELDS as te,OPENBANKING_TELEMETRY_EVENTS as p}from"@contractspec/lib.contracts-integrations";import{OwnersEnum as ne,StabilityEnum as oe,TagsEnum as ae}from"@contractspec/lib.contracts-spec/ownership";var f={tenantId:{type:"string",required:!0,description:"Tenant identifier for multi-tenant isolation."},appId:{type:"string",required:!0,description:"Application identifier associated with the event."},blueprint:{type:"string",required:!0,description:"Blueprint name@version emitting the telemetry."},configVersion:{type:"number",required:!0,description:"Resolved app config version when the event was generated."},slotId:{type:"string",required:!0,description:"Integration slot identifier (e.g., primaryOpenBanking)."},connectionId:{type:"string",required:!0,description:"Integration connection ID used for the sync."}};function h(s){return{type:"string",description:s,pii:!1}}var it={meta:{key:"pfo.telemetry",version:"1.0.0",title:"Pocket Family Office Telemetry",description:"Operational telemetry for Pocket Family Office workflows, including Powens open banking syncs.",domain:"finance",owners:[ne.PlatformFinance],tags:["open-banking",ae.Automation],stability:oe.Experimental},config:{defaultRetentionDays:180,defaultSamplingRate:1},events:[{key:p.accountsSynced,version:"1.0.0",semantics:{what:"Open banking account synchronisation completed.",why:"Refresh canonical account metadata for reporting and workflows."},privacy:"internal",properties:{...f,syncedCount:{type:"number",description:"Number of accounts synced successfully."},failedCount:{type:"number",description:"Number of accounts that failed to sync."},durationMs:{type:"number",description:"Duration of the sync job in milliseconds."}}},{key:p.transactionsSynced,version:"1.0.0",semantics:{what:"Open banking transaction synchronisation completed.",why:"Keep canonical transaction ledger in sync for analytics."},privacy:"internal",properties:{...f,accountId:{type:"string",description:"Bank account identifier used during the sync.",pii:!1},syncedCount:{type:"number",description:"Number of transactions synced successfully."},failedCount:{type:"number",description:"Number of transactions that failed to sync."},from:{type:"timestamp",description:"Start timestamp for the sync window."},to:{type:"timestamp",description:"End timestamp for the sync window."}}},{key:p.balancesRefreshed,version:"1.0.0",semantics:{what:"Open banking balances refreshed.",why:"Provide accurate cash position for dashboards and alerts."},privacy:"internal",properties:{...f,accountId:h("Bank account identifier."),balanceTypes:{type:"json",description:"Balance types included in the refresh."},refreshedAt:{type:"timestamp",description:"Timestamp when balances were refreshed."}}},{key:p.overviewGenerated,version:"1.0.0",semantics:{what:"Derived financial overview generated.",why:"Persist cashflow and category summaries into knowledge space."},privacy:"internal",properties:{...f,knowledgeEntryId:h("Identifier of the knowledge document containing the overview."),period:{type:"string",description:"Aggregation period used (week, month, quarter)."},periodStart:{type:"timestamp",description:"Start timestamp for the aggregation window."},periodEnd:{type:"timestamp",description:"End timestamp for the aggregation window."}},tags:["knowledge","analytics"]}]},ct=te;var lt={meta:{id:"tenant-pfo-sample",tenantId:"tenant.family-office",appId:"pocket-family-office",blueprintName:"pocket-family-office.app",blueprintVersion:"1.0.0",environment:"production",version:"1.0.0",createdAt:new Date().toISOString(),updatedAt:new Date().toISOString(),status:"published"},featureFlags:[{key:"voice-summaries",enabled:!0,description:"Enable spoken ElevenLabs summaries for daily briefings."}],integrations:[{slotId:"primaryLLM",connectionId:"conn-mistral-primary"},{slotId:"primaryVectorDb",connectionId:"conn-qdrant-finance"},{slotId:"primaryStorage",connectionId:"conn-gcs-documents"},{slotId:"primaryOpenBanking",connectionId:"conn-powens-primary"},{slotId:"emailInbound",connectionId:"conn-gmail-threads"},{slotId:"emailOutbound",connectionId:"conn-postmark-outbound"},{slotId:"calendarScheduling",connectionId:"conn-google-calendar"},{slotId:"voicePlayback",connectionId:"conn-elevenlabs-voice"},{slotId:"smsNotifications",connectionId:"conn-twilio-sms"},{slotId:"paymentsProcessing",connectionId:"conn-stripe-recurring"}],knowledge:[{spaceKey:"knowledge.financial-docs",scope:{workflows:["pfo.workflow.process-uploaded-document","pfo.workflow.generate-financial-summary"]}},{spaceKey:"knowledge.email-threads",scope:{workflows:["pfo.workflow.ingest-email-threads"]}},{spaceKey:"knowledge.financial-overview",scope:{workflows:["pfo.workflow.sync-openbanking-transactions","pfo.workflow.refresh-openbanking-balances","pfo.workflow.generate-financial-summary","pfo.workflow.generate-openbanking-overview"]},required:!1}],locales:{defaultLocale:"en",enabledLocales:["en"]},notes:"Sample tenant configuration for hackathon demos. Replace connection IDs with tenant-specific bindings when provisioning."};import{OwnersEnum as re,StabilityEnum as se,TagsEnum as ie}from"@contractspec/lib.contracts-spec";import{defineWorkflow as ce}from"@contractspec/lib.contracts-spec/workflow/spec";var mt=ce({meta:{key:"pfo.workflow.generate-financial-summary",version:"1.0.0",title:"Generate Financial Summary",description:"Retrieves the latest financial signals, generates an AI summary, and optionally distributes it by voice or email.",domain:"finance",owners:[re.PlatformFinance],tags:["summary","ai",ie.Automation],stability:se.Beta},definition:{entryStepId:"summarise",steps:[{id:"summarise",type:"automation",label:"Generate Summary",description:"Run retrieval augmented generation over the knowledge base to produce a household summary.",action:{operation:{key:"pfo.summary.generate",version:"1.0.0"}},requiredIntegrations:["primaryLLM","primaryVectorDb"],retry:{maxAttempts:3,backoff:"exponential",delayMs:750}},{id:"distribute",type:"automation",label:"Distribute Summary",description:"Send the generated summary via email and optionally synthesise a voice note.",action:{operation:{key:"pfo.summary.dispatch",version:"1.0.0"}},requiredIntegrations:["emailOutbound"],retry:{maxAttempts:2,backoff:"linear",delayMs:500}}],transitions:[{from:"summarise",to:"distribute"}]}});import{OwnersEnum as de,StabilityEnum as le,TagsEnum as ge}from"@contractspec/lib.contracts-spec";import{defineWorkflow as pe}from"@contractspec/lib.contracts-spec/workflow/spec";var fe=[{key:"openbanking.accounts.read",version:"1.0.0"},{key:"openbanking.transactions.read",version:"1.0.0"},{key:"openbanking.balances.read",version:"1.0.0"}],vt=pe({meta:{key:"pfo.workflow.generate-openbanking-overview",version:"1.0.0",title:"Generate Open Banking Overview",description:"Produces a derived financial overview and stores it in the operational knowledge space.",domain:"finance",owners:[de.PlatformFinance],tags:["open-banking","summary",ge.Automation],stability:le.Experimental},definition:{entryStepId:"generate-overview",steps:[{id:"generate-overview",type:"automation",label:"Generate Overview",description:"Aggregate balances, cashflow, and category breakdowns into a knowledge entry.",action:{operation:{key:"pfo.openbanking.generate-overview",version:"1.0.0"}},requiredIntegrations:["primaryOpenBanking"],requiredCapabilities:fe,retry:{maxAttempts:3,backoff:"exponential",delayMs:1500}}],transitions:[]}});import{OwnersEnum as me,StabilityEnum as he,TagsEnum as ue}from"@contractspec/lib.contracts-spec";import{defineWorkflow as ye}from"@contractspec/lib.contracts-spec/workflow/spec";var wt=ye({meta:{key:"pfo.workflow.ingest-email-threads",version:"1.0.0",title:"Ingest Email Threads",description:"Synchronises Gmail threads tagged with finance labels and indexes them into operational knowledge spaces.",domain:"communications",owners:[me.PlatformMessaging],tags:["gmail","knowledge",ue.Automation],stability:he.Experimental},definition:{entryStepId:"sync",steps:[{id:"sync",type:"automation",label:"Sync Gmail Threads",description:"Fetches Gmail threads and transforms them into knowledge fragments before vector indexing.",action:{operation:{key:"pfo.email.sync-threads",version:"1.0.0"}},requiredIntegrations:["emailInbound","primaryVectorDb"],retry:{maxAttempts:3,backoff:"exponential",delayMs:1000}},{id:"triage",type:"human",label:"Triage Exceptions",description:"Operators can resolve sync failures or tag important threads for follow-up."}],transitions:[{from:"sync",to:"triage",condition:"output?.syncedThreads === 0",label:"No new threads"}]}});import{OwnersEnum as ve,StabilityEnum as ke,TagsEnum as be}from"@contractspec/lib.contracts-spec";import{defineWorkflow as xe}from"@contractspec/lib.contracts-spec/workflow/spec";var Vt=xe({meta:{key:"pfo.workflow.process-uploaded-document",version:"1.0.0",title:"Process Uploaded Document",description:"Stores an uploaded invoice/contract, queues ingestion, and records any follow-up reminders.",domain:"finance",owners:[ve.PlatformFinance],tags:["documents","ingestion",be.Automation],stability:ke.Experimental},definition:{entryStepId:"store",steps:[{id:"store",type:"automation",label:"Store and Queue Ingestion",description:"Persist the document to storage and enqueue the knowledge ingestion pipeline.",action:{operation:{key:"pfo.documents.upload",version:"1.0.0"}},requiredIntegrations:["primaryStorage","primaryVectorDb"],retry:{maxAttempts:3,backoff:"exponential",delayMs:500}},{id:"review",type:"human",label:"Optional Human Classification",description:"Finance lead can categorise the document while ingestion completes."}],transitions:[{from:"store",to:"review"}]}});import{OwnersEnum as we,StabilityEnum as Me,TagsEnum as Ie}from"@contractspec/lib.contracts-spec";import{defineWorkflow as Ke}from"@contractspec/lib.contracts-spec/workflow/spec";var u={key:"openbanking.balances.read",version:"1.0.0"},Ft=Ke({meta:{key:"pfo.workflow.refresh-openbanking-balances",version:"1.0.0",title:"Refresh Open Banking Balances",description:"Refreshes balances for synced accounts to surface the latest cash positions in dashboards.",domain:"finance",owners:[we.PlatformFinance],tags:["open-banking","powens",Ie.Automation],stability:Me.Experimental},definition:{entryStepId:"refresh-balances",steps:[{id:"refresh-balances",type:"automation",label:"Refresh Balances",description:"Trigger the Powens provider to obtain current and available balances.",action:{operation:{key:"openbanking.balances.refresh",version:"1.0.0"}},requiredIntegrations:["primaryOpenBanking"],requiredCapabilities:[u],retry:{maxAttempts:3,backoff:"exponential",delayMs:1000}},{id:"fetch-balances",type:"automation",label:"Fetch Balances",description:"Load the canonical balance snapshots for downstream workflows and dashboards.",action:{operation:{key:"openbanking.balances.get",version:"1.0.0"}},requiredIntegrations:["primaryOpenBanking"],requiredCapabilities:[u],retry:{maxAttempts:2,backoff:"linear",delayMs:750}}],transitions:[{from:"refresh-balances",to:"fetch-balances"}]}});import{OwnersEnum as Ve,StabilityEnum as je,TagsEnum as qe}from"@contractspec/lib.contracts-spec";import{defineWorkflow as De}from"@contractspec/lib.contracts-spec/workflow/spec";var y={key:"openbanking.accounts.read",version:"1.0.0"},Xt=De({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:[Ve.PlatformFinance],tags:["open-banking","powens",qe.Automation],stability:je.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:[y],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:[y],retry:{maxAttempts:2,backoff:"linear",delayMs:750}}],transitions:[{from:"sync-accounts",to:"fetch-accounts"}]}});import{OwnersEnum as Fe,StabilityEnum as He,TagsEnum as Re}from"@contractspec/lib.contracts-spec";import{defineWorkflow as Qe}from"@contractspec/lib.contracts-spec/workflow/spec";var v={key:"openbanking.transactions.read",version:"1.0.0"},Zt=Qe({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:[Fe.PlatformFinance],tags:["open-banking","powens",Re.Automation],stability:He.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:[v],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:[v],retry:{maxAttempts:2,backoff:"linear",delayMs:1000}}],transitions:[{from:"sync-transactions",to:"list-transactions"}]}});import{OwnersEnum as Xe,StabilityEnum as ze,TagsEnum as Je}from"@contractspec/lib.contracts-spec";import{defineWorkflow as Ue}from"@contractspec/lib.contracts-spec/workflow/spec";var Pt=Ue({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:[Xe.PlatformFinance],tags:["payments","reminders",Je.Automation],stability:ze.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{U as uploadDocumentContract,Pt as upcomingPaymentsReminderWorkflow,ot as tech_contracts_vertical_pocket_family_office_DocBlocks,Zt as syncOpenBankingTransactionsWorkflow,Xt as syncOpenBankingAccountsWorkflow,Y as syncEmailThreadsContract,C as schedulePaymentReminderContract,$e as registerPocketFamilyOfficeBlueprint,Ft as refreshOpenBankingBalancesWorkflow,Vt as processUploadedDocumentWorkflow,lt as pocketFamilyOfficeTenantSample,it as pocketFamilyOfficeTelemetry,Ye as pocketFamilyOfficeKnowledgeSources,Ee as pocketFamilyOfficeContracts,M as pocketFamilyOfficeConnections,w as pocketFamilyOfficeBlueprint,wt as ingestEmailThreadsWorkflow,Ge as getPocketFamilyOfficeConnection,vt as generateOpenBankingOverviewWorkflow,E as generateOpenBankingOverviewContract,mt as generateFinancialSummaryWorkflow,A as generateFinancialSummaryContract,q as example,O as dispatchFinancialSummaryContract,nt as PocketFamilyOfficeFeature,ct as OPENBANKING_SENSITIVE_FIELDS,j as ExamplesPocketFamilyOfficeExample};

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

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

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

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

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@contractspec/example.pocket-family-office",
-  "version": "3.7.20",
+  "version": "3.7.22",
   "description": "Pocket Family Office example - personal finance automation with open banking",
   "keywords": [
     "contractspec",
@@ -29,15 +29,15 @@
     "typecheck": "tsc --noEmit"
   },
   "dependencies": {
-    "@contractspec/lib.knowledge": "3.7.20",
-    "@contractspec/lib.contracts-spec": "5.4.0",
-    "@contractspec/lib.contracts-integrations": "3.8.12",
+    "@contractspec/lib.knowledge": "3.7.22",
+    "@contractspec/lib.contracts-spec": "5.5.1",
+    "@contractspec/lib.contracts-integrations": "3.8.14",
     "@contractspec/lib.schema": "3.7.14"
   },
   "devDependencies": {
     "@contractspec/tool.typescript": "3.7.13",
     "typescript": "^5.9.3",
-    "@contractspec/tool.bun": "3.7.14"
+    "@contractspec/tool.bun": "3.7.17"
   },
   "exports": {
     ".": {