@lssm/example.pocket-family-office 0.0.0-canary-20251217054315 → 0.0.0-canary-20251217060433

package/dist/blueprint.d.ts

@@ -0,0 +1,7 @@
+import { AppBlueprintRegistry, AppBlueprintSpec } from "@lssm/lib.contracts/app-config/spec";
+
+//#region src/blueprint.d.ts
+declare const pocketFamilyOfficeBlueprint: AppBlueprintSpec;
+declare function registerPocketFamilyOfficeBlueprint(registry: AppBlueprintRegistry): AppBlueprintRegistry;
+//#endregion
+export { pocketFamilyOfficeBlueprint, registerPocketFamilyOfficeBlueprint };

package/dist/blueprint.js

@@ -0,0 +1 @@
+import{OwnersEnum as e,StabilityEnum as t,TagsEnum as n}from"@lssm/lib.contracts/ownership";const r=(e,t)=>({key:e,version:t}),i={meta:{name:`pocket-family-office.app`,version:1,appId:`pocket-family-office`,title:`Pocket Family Office`,description:`Household finance automation: ingest documents, track bills, remind payments, and summarise cashflow.`,domain:`finance`,owners:[e.PlatformFinance],tags:[n.Guide,`finance`,`automation`],stability:t.Experimental},capabilities:{enabled:[r(`ai.chat`,1),r(`ai.embeddings`,1),r(`vector-db.search`,1),r(`vector-db.storage`,1),r(`storage.objects`,1),r(`email.inbound`,1),r(`email.transactional`,1),r(`calendar.events`,1),r(`sms.outbound`,1),r(`ai.voice.synthesis`,1),r(`payments.psp`,1),r(`openbanking.accounts.read`,1),r(`openbanking.transactions.read`,1),r(`openbanking.balances.read`,1)]},integrationSlots:[{slotId:`primaryLLM`,requiredCategory:`ai-llm`,allowedModes:[`managed`,`byok`],requiredCapabilities:[r(`ai.chat`,1)],required:!0,description:`Chat completion provider powering summarisation, explanations, and insights.`},{slotId:`primaryVectorDb`,requiredCategory:`vector-db`,allowedModes:[`managed`,`byok`],requiredCapabilities:[r(`vector-db.search`,1)],required:!0,description:`Vector database storing embeddings for financial documents and email threads.`},{slotId:`primaryStorage`,requiredCategory:`storage`,allowedModes:[`managed`,`byok`],requiredCapabilities:[r(`storage.objects`,1)],required:!0,description:`Object storage used for raw uploads and normalised documents.`},{slotId:`primaryOpenBanking`,requiredCategory:`open-banking`,allowedModes:[`byok`],requiredCapabilities:[r(`openbanking.accounts.read`,1),r(`openbanking.transactions.read`,1),r(`openbanking.balances.read`,1)],required:!0,description:`Powens BYOK connection powering bank account, transaction, and balance synchronisation.`},{slotId:`emailInbound`,requiredCategory:`email`,allowedModes:[`managed`,`byok`],requiredCapabilities:[r(`email.inbound`,1)],required:!0,description:`Inbound email/thread sync (Gmail) feeding the knowledge corpus.`},{slotId:`emailOutbound`,requiredCategory:`email`,allowedModes:[`managed`,`byok`],requiredCapabilities:[r(`email.transactional`,1)],required:!0,description:`Transactional email delivery for reminders and summaries.`},{slotId:`calendarScheduling`,requiredCategory:`calendar`,allowedModes:[`managed`,`byok`],requiredCapabilities:[r(`calendar.events`,1)],required:!0,description:`Creates calendar holds for bill reviews and handoff meetings.`},{slotId:`voicePlayback`,requiredCategory:`ai-voice`,allowedModes:[`managed`,`byok`],requiredCapabilities:[r(`ai.voice.synthesis`,1)],required:!1,description:`Optional voice synthesis for spoken summaries (ElevenLabs).`},{slotId:`smsNotifications`,requiredCategory:`sms`,allowedModes:[`managed`,`byok`],requiredCapabilities:[r(`sms.outbound`,1)],required:!1,description:`SMS provider used for urgent reminders.`},{slotId:`paymentsProcessing`,requiredCategory:`payments`,allowedModes:[`managed`,`byok`],requiredCapabilities:[r(`payments.psp`,1)],required:!1,description:`Optional payments processor enabling bill pay automations.`}],workflows:{processUploadedDocument:{name:`pfo.workflow.process-uploaded-document`,version:1},upcomingPaymentsReminder:{name:`pfo.workflow.upcoming-payments-reminder`,version:1},generateFinancialSummary:{name:`pfo.workflow.generate-financial-summary`,version:1},ingestEmailThreads:{name:`pfo.workflow.ingest-email-threads`,version:1},syncOpenBankingAccounts:{name:`pfo.workflow.sync-openbanking-accounts`,version:1},syncOpenBankingTransactions:{name:`pfo.workflow.sync-openbanking-transactions`,version:1},refreshOpenBankingBalances:{name:`pfo.workflow.refresh-openbanking-balances`,version:1},generateOpenBankingOverview:{name:`pfo.workflow.generate-openbanking-overview`,version:1}},policies:[{name:`pfo.policy.tenancy`,version:1},{name:`knowledge.access.financial-docs`,version:1}],telemetry:{spec:{name:`pfo.telemetry`,version:1}},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 a(e){return e.register(i)}export{i as pocketFamilyOfficeBlueprint,a as registerPocketFamilyOfficeBlueprint};

package/dist/connections/samples.d.ts

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+import { IntegrationConnection } from "@lssm/lib.contracts/integrations/connection";
+
+//#region src/connections/samples.d.ts
+declare const pocketFamilyOfficeConnections: IntegrationConnection[];
+declare function getPocketFamilyOfficeConnection(connectionId: string): IntegrationConnection | undefined;
+//#endregion
+export { getPocketFamilyOfficeConnection, pocketFamilyOfficeConnections };

package/dist/connections/samples.js

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+const e=new Date,t={tenantId:`tenant.family-office`,createdAt:e,updatedAt:e},n=[{meta:{...t,id:`conn-mistral-primary`,integrationKey:`ai-llm.mistral`,integrationVersion:1,label:`Mistral Primary`},ownershipMode:`managed`,config:{model:`mistral-large-latest`,embeddingModel:`mistral-embed`},secretProvider:`gcp-secret-manager`,secretRef:`gcp://projects/pfo-hackathon/secrets/mistral-api-key/versions/latest`,status:`connected`,health:{status:`connected`,checkedAt:e,latencyMs:180}},{meta:{...t,id:`conn-qdrant-finance`,integrationKey:`vectordb.qdrant`,integrationVersion:1,label:`Qdrant Finance Cluster`},ownershipMode:`managed`,config:{apiUrl:`https://qdrant.pfo.internal`,collectionPrefix:`tenant-family-office`},secretProvider:`gcp-secret-manager`,secretRef:`gcp://projects/pfo-hackathon/secrets/qdrant-api-key/versions/latest`,status:`connected`,health:{status:`connected`,checkedAt:e,latencyMs:95}},{meta:{...t,id:`conn-gcs-documents`,integrationKey:`storage.gcs`,integrationVersion:1,label:`GCS Documents Bucket`},ownershipMode:`managed`,config:{bucket:`pfo-uploads`,prefix:`financial-docs/`},secretProvider:`gcp-secret-manager`,secretRef:`gcp://projects/pfo-hackathon/secrets/gcs-service-account/versions/latest`,status:`connected`,health:{status:`connected`,checkedAt:e,latencyMs:60}},{meta:{...t,id:`conn-gmail-threads`,integrationKey:`email.gmail`,integrationVersion:1,label:`Gmail Household Threads`},ownershipMode:`byok`,config:{labelIds:[`FINANCE`,`INBOX`],includeSpamTrash:!1},secretProvider:`gcp-secret-manager`,secretRef:`gcp://projects/pfo-hackathon/secrets/gmail-refresh-token/versions/latest`,status:`connected`,health:{status:`connected`,checkedAt:e,latencyMs:320}},{meta:{...t,id:`conn-postmark-outbound`,integrationKey:`email.postmark`,integrationVersion:1,label:`Postmark Transactional`},ownershipMode:`managed`,config:{messageStream:`outbound`,fromEmail:`family.office@pfo.dev`},secretProvider:`gcp-secret-manager`,secretRef:`gcp://projects/pfo-hackathon/secrets/postmark-server-token/versions/latest`,status:`connected`,health:{status:`connected`,checkedAt:e,latencyMs:210}},{meta:{...t,id:`conn-google-calendar`,integrationKey:`calendar.google`,integrationVersion:1,label:`Household Calendar`},ownershipMode:`managed`,config:{calendarId:`primary`},secretProvider:`gcp-secret-manager`,secretRef:`gcp://projects/pfo-hackathon/secrets/google-calendar-service-account/versions/latest`,status:`connected`,health:{status:`connected`,checkedAt:e,latencyMs:140}},{meta:{...t,id:`conn-elevenlabs-voice`,integrationKey:`ai-voice.elevenlabs`,integrationVersion:1,label:`ElevenLabs Voice`},ownershipMode:`byok`,config:{defaultVoiceId:`pNInz6obpgDQGcFmaJgB`},secretProvider:`gcp-secret-manager`,secretRef:`gcp://projects/pfo-hackathon/secrets/elevenlabs-api-key/versions/latest`,status:`connected`,health:{status:`connected`,checkedAt:e,latencyMs:250}},{meta:{...t,id:`conn-twilio-sms`,integrationKey:`sms.twilio`,integrationVersion:1,label:`Twilio SMS`},ownershipMode:`managed`,config:{fromNumber:`+15552340000`},secretProvider:`gcp-secret-manager`,secretRef:`gcp://projects/pfo-hackathon/secrets/twilio-auth-token/versions/latest`,status:`connected`,health:{status:`connected`,checkedAt:e,latencyMs:180}},{meta:{...t,id:`conn-stripe-recurring`,integrationKey:`payments.stripe`,integrationVersion:1,label:`Stripe Recurring Billing`},ownershipMode:`managed`,config:{accountId:`acct_1PFOHACKATHON`,region:`eu-west-1`},secretProvider:`gcp-secret-manager`,secretRef:`gcp://projects/pfo-hackathon/secrets/stripe-secret-key/versions/latest`,status:`connected`,health:{status:`connected`,checkedAt:e,latencyMs:220}},{meta:{...t,id:`conn-powens-primary`,integrationKey:`openbanking.powens`,integrationVersion:1,label:`Powens Open Banking`},ownershipMode:`byok`,config:{environment:`sandbox`,baseUrl:`https://api-sandbox.powens.com/v2`},secretProvider:`gcp-secret-manager`,secretRef:`gcp://projects/pfo-hackathon/secrets/powens-credentials/versions/latest`,status:`connected`,health:{status:`connected`,checkedAt:e,latencyMs:410}}];function r(e){return n.find(t=>t.meta.id===e)}export{r as getPocketFamilyOfficeConnection,n as pocketFamilyOfficeConnections};

package/dist/contracts/index.d.ts

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+import * as z from "zod";
+import { ContractSpec } from "@lssm/lib.contracts/spec";
+
+//#region src/contracts/index.d.ts
+declare const UploadDocumentInput: z.ZodObject<{
+  bucket: z.ZodString;
+  objectKey: z.ZodString;
+  mimeType: z.ZodString;
+  bytes: z.ZodNumber;
+  tags: z.ZodDefault<z.ZodArray<z.ZodString>>;
+  uploadedAt: z.ZodCoercedDate<unknown>;
+  source: z.ZodDefault<z.ZodEnum<{
+    upload: "upload";
+    email: "email";
+    sync: "sync";
+  }>>;
+}, z.core.$strip>;
+declare const UploadDocumentOutput: z.ZodObject<{
+  documentId: z.ZodString;
+  ingestionJobId: z.ZodString;
+}, z.core.$strip>;
+type UploadDocumentInput = z.infer<typeof UploadDocumentInput>;
+type UploadDocumentOutput = z.infer<typeof UploadDocumentOutput>;
+declare const uploadDocumentContract: ContractSpec<UploadDocumentInput, UploadDocumentOutput>;
+declare const PaymentReminderInput: z.ZodObject<{
+  billId: z.ZodString;
+  recipientEmail: z.ZodString;
+  recipientPhone: z.ZodOptional<z.ZodString>;
+  dueDate: z.ZodCoercedDate<unknown>;
+  amountCents: z.ZodNumber;
+  currency: z.ZodString;
+  channel: z.ZodDefault<z.ZodEnum<{
+    email: "email";
+    sms: "sms";
+    both: "both";
+  }>>;
+  memo: z.ZodOptional<z.ZodString>;
+}, z.core.$strip>;
+declare const PaymentReminderOutput: z.ZodObject<{
+  reminderId: z.ZodString;
+  scheduledAt: z.ZodCoercedDate<unknown>;
+}, z.core.$strip>;
+type PaymentReminderInput = z.infer<typeof PaymentReminderInput>;
+type PaymentReminderOutput = z.infer<typeof PaymentReminderOutput>;
+declare const schedulePaymentReminderContract: ContractSpec<PaymentReminderInput, PaymentReminderOutput>;
+declare const FinancialSummaryInput: z.ZodObject<{
+  period: z.ZodDefault<z.ZodEnum<{
+    "7d": "7d";
+    "30d": "30d";
+    "90d": "90d";
+  }>>;
+  includeVoiceSummary: z.ZodDefault<z.ZodBoolean>;
+}, z.core.$strip>;
+declare const FinancialSummaryOutput: z.ZodObject<{
+  summaryId: z.ZodString;
+  generatedAt: z.ZodCoercedDate<unknown>;
+  markdown: z.ZodString;
+  highlights: z.ZodArray<z.ZodObject<{
+    label: z.ZodString;
+    value: z.ZodString;
+  }, z.core.$strip>>;
+  cashflowDelta: z.ZodNumber;
+}, z.core.$strip>;
+type FinancialSummaryInput = z.infer<typeof FinancialSummaryInput>;
+type FinancialSummaryOutput = z.infer<typeof FinancialSummaryOutput>;
+declare const generateFinancialSummaryContract: ContractSpec<FinancialSummaryInput, FinancialSummaryOutput>;
+declare const SyncEmailThreadsInput: z.ZodObject<{
+  labelIds: z.ZodDefault<z.ZodArray<z.ZodString>>;
+  maxThreads: z.ZodDefault<z.ZodNumber>;
+  syncSinceMinutes: z.ZodDefault<z.ZodNumber>;
+}, z.core.$strip>;
+declare const SyncEmailThreadsOutput: z.ZodObject<{
+  syncedThreads: z.ZodNumber;
+  lastMessageAt: z.ZodOptional<z.ZodCoercedDate<unknown>>;
+}, z.core.$strip>;
+type SyncEmailThreadsInput = z.infer<typeof SyncEmailThreadsInput>;
+type SyncEmailThreadsOutput = z.infer<typeof SyncEmailThreadsOutput>;
+declare const syncEmailThreadsContract: ContractSpec<SyncEmailThreadsInput, SyncEmailThreadsOutput>;
+declare const SummaryDispatchInput: z.ZodObject<{
+  summaryId: z.ZodString;
+  recipientEmail: z.ZodString;
+  recipientName: z.ZodOptional<z.ZodString>;
+  includeVoice: z.ZodDefault<z.ZodBoolean>;
+  voiceRecipient: z.ZodOptional<z.ZodString>;
+}, z.core.$strip>;
+declare const SummaryDispatchOutput: z.ZodObject<{
+  dispatchId: z.ZodString;
+  emailSent: z.ZodBoolean;
+  voiceUrl: z.ZodOptional<z.ZodString>;
+}, z.core.$strip>;
+type SummaryDispatchInput = z.infer<typeof SummaryDispatchInput>;
+type SummaryDispatchOutput = z.infer<typeof SummaryDispatchOutput>;
+declare const dispatchFinancialSummaryContract: ContractSpec<SummaryDispatchInput, SummaryDispatchOutput>;
+declare const OpenBankingOverviewInput: z.ZodObject<{
+  tenantId: z.ZodString;
+  accountIds: z.ZodOptional<z.ZodArray<z.ZodString>>;
+  period: z.ZodDefault<z.ZodEnum<{
+    week: "week";
+    month: "month";
+    quarter: "quarter";
+  }>>;
+  asOf: z.ZodOptional<z.ZodCoercedDate<unknown>>;
+  includeCategories: z.ZodDefault<z.ZodBoolean>;
+  includeCashflowTrend: z.ZodDefault<z.ZodBoolean>;
+}, z.core.$strip>;
+declare const OpenBankingOverviewOutput: z.ZodObject<{
+  knowledgeEntryId: z.ZodString;
+  periodStart: z.ZodCoercedDate<unknown>;
+  periodEnd: z.ZodCoercedDate<unknown>;
+  generatedAt: z.ZodCoercedDate<unknown>;
+  summaryPath: z.ZodOptional<z.ZodString>;
+}, z.core.$strip>;
+type OpenBankingOverviewInput = z.infer<typeof OpenBankingOverviewInput>;
+type OpenBankingOverviewOutput = z.infer<typeof OpenBankingOverviewOutput>;
+declare const generateOpenBankingOverviewContract: ContractSpec<OpenBankingOverviewInput, OpenBankingOverviewOutput>;
+declare const pocketFamilyOfficeContracts: Record<string, ContractSpec<any, any>>;
+//#endregion
+export { FinancialSummaryInput, FinancialSummaryOutput, OpenBankingOverviewInput, OpenBankingOverviewOutput, PaymentReminderInput, PaymentReminderOutput, SummaryDispatchInput, SummaryDispatchOutput, SyncEmailThreadsInput, SyncEmailThreadsOutput, UploadDocumentInput, UploadDocumentOutput, dispatchFinancialSummaryContract, generateFinancialSummaryContract, generateOpenBankingOverviewContract, pocketFamilyOfficeContracts, schedulePaymentReminderContract, syncEmailThreadsContract, uploadDocumentContract };

package/dist/contracts/index.js

@@ -0,0 +1 @@
+import{OwnersEnum as e,StabilityEnum as t,TagsEnum as n}from"@lssm/lib.contracts/ownership";import*as r from"zod";import{OPENBANKING_TELEMETRY_EVENTS as i}from"@lssm/lib.contracts/integrations";const a=r.object({bucket:r.string().min(1),objectKey:r.string().min(1),mimeType:r.string().min(1),bytes:r.number().int().nonnegative(),tags:r.array(r.string()).default([]),uploadedAt:r.coerce.date(),source:r.enum([`upload`,`email`,`sync`]).default(`upload`)}),o=r.object({documentId:r.string(),ingestionJobId:r.string()}),s={meta:{name:`pfo.documents.upload`,version:1,kind:`command`,title:`Upload Financial Document`,description:`Stores an object in tenant storage and schedules ingestion into the knowledge base.`,domain:`finance`,owners:[e.PlatformFinance],tags:[`documents`,`ingestion`,n.Guide],stability:t.Experimental},io:{input:a,output:o},policy:{auth:{scopes:[`documents:ingest`]},rateLimit:{points:30,windowSeconds:60}},telemetry:{events:[{name:`pfo.documents.uploaded`,description:`Document queued for ingestion`}]}},c=r.object({billId:r.string(),recipientEmail:r.string().email(),recipientPhone:r.string().optional(),dueDate:r.coerce.date(),amountCents:r.number().int().nonnegative(),currency:r.string().length(3),channel:r.enum([`email`,`sms`,`both`]).default(`email`),memo:r.string().max(280).optional()}),l=r.object({reminderId:r.string(),scheduledAt:r.coerce.date()}),u={meta:{name:`pfo.reminders.schedule-payment`,version:1,kind:`command`,title:`Schedule Payment Reminder`,description:`Queues outbound email/SMS reminders for upcoming bills and adds an optional calendar hold.`,domain:`finance`,owners:[e.PlatformFinance],tags:[`payments`,`reminders`,n.Automation],stability:t.Beta},io:{input:c,output:l},policy:{auth:{scopes:[`reminders:write`]}},telemetry:{events:[{name:`pfo.reminders.scheduled`,description:`Reminder scheduled for delivery`}]}},d=r.object({period:r.enum([`7d`,`30d`,`90d`]).default(`30d`),includeVoiceSummary:r.boolean().default(!1)}),f=r.object({summaryId:r.string(),generatedAt:r.coerce.date(),markdown:r.string(),highlights:r.array(r.object({label:r.string(),value:r.string()})),cashflowDelta:r.number()}),p={meta:{name:`pfo.summary.generate`,version:1,kind:`query`,title:`Generate Financial Summary`,description:`Runs RAG over financial documents and email threads to provide a natural-language summary with key metrics.`,domain:`finance`,owners:[e.PlatformFinance],tags:[`summary`,`ai`,n.Automation],stability:t.Beta},io:{input:d,output:f},telemetry:{events:[{name:`pfo.summary.generated`,description:`Financial summary generated for a tenant`}]}},m=r.object({labelIds:r.array(r.string()).default([`INBOX`]),maxThreads:r.number().int().positive().max(500).default(50),syncSinceMinutes:r.number().int().positive().default(1440)}),h=r.object({syncedThreads:r.number().int().nonnegative(),lastMessageAt:r.coerce.date().optional()}),g={meta:{name:`pfo.email.sync-threads`,version:1,kind:`command`,title:`Sync Gmail Threads`,description:`Triggers ingestion of Gmail threads into the operational knowledge space.`,domain:`communications`,owners:[e.PlatformMessaging],tags:[`gmail`,`knowledge`,n.Automation],stability:t.Beta},io:{input:m,output:h},telemetry:{events:[{name:`pfo.email.synced`,description:`Gmail threads synced into knowledge base`}]}},_=r.object({summaryId:r.string(),recipientEmail:r.string().email(),recipientName:r.string().optional(),includeVoice:r.boolean().default(!1),voiceRecipient:r.string().optional()}),v=r.object({dispatchId:r.string(),emailSent:r.boolean(),voiceUrl:r.string().optional()}),y={meta:{name:`pfo.summary.dispatch`,version:1,kind:`command`,title:`Dispatch Financial Summary`,description:`Delivers the generated summary via email and optionally synthesises a voice note.`,domain:`finance`,owners:[e.PlatformMessaging],tags:[`summary`,`communications`,n.Automation],stability:t.Experimental},io:{input:_,output:v},policy:{auth:{scopes:[`summary:dispatch`]}},telemetry:{events:[{name:`pfo.summary.dispatched`,description:`Financial summary delivered to designated recipients`}]}},b=r.object({tenantId:r.string().min(1),accountIds:r.array(r.string().min(1)).optional(),period:r.enum([`week`,`month`,`quarter`]).default(`month`),asOf:r.coerce.date().optional(),includeCategories:r.boolean().default(!0),includeCashflowTrend:r.boolean().default(!0)}),x=r.object({knowledgeEntryId:r.string(),periodStart:r.coerce.date(),periodEnd:r.coerce.date(),generatedAt:r.coerce.date(),summaryPath:r.string().optional()}),S={meta:{name:`pfo.openbanking.generate-overview`,version:1,kind:`command`,title:`Generate Open Banking Overview`,description:`Aggregates balances and transactions into a derived financial overview stored in the knowledge layer.`,domain:`finance`,owners:[e.PlatformFinance],tags:[`open-banking`,`summary`,n.Automation],stability:t.Experimental},io:{input:b,output:x},policy:{auth:{scopes:[`openbanking:derive`]}},telemetry:{events:[{name:i.overviewGenerated,description:`Derived financial overview generated from Powens banking data.`}]}},C={"pfo.documents.upload":s,"pfo.reminders.schedule-payment":u,"pfo.summary.generate":p,"pfo.summary.dispatch":y,"pfo.email.sync-threads":g,"pfo.openbanking.generate-overview":S};export{y as dispatchFinancialSummaryContract,p as generateFinancialSummaryContract,S as generateOpenBankingOverviewContract,C as pocketFamilyOfficeContracts,u as schedulePaymentReminderContract,g as syncEmailThreadsContract,s as uploadDocumentContract};

package/dist/index.d.ts

@@ -0,0 +1,16 @@
+import { pocketFamilyOfficeBlueprint, registerPocketFamilyOfficeBlueprint } from "./blueprint.js";
+import { getPocketFamilyOfficeConnection, pocketFamilyOfficeConnections } from "./connections/samples.js";
+import { FinancialSummaryInput, FinancialSummaryOutput, OpenBankingOverviewInput, OpenBankingOverviewOutput, PaymentReminderInput, PaymentReminderOutput, SummaryDispatchInput, SummaryDispatchOutput, SyncEmailThreadsInput, SyncEmailThreadsOutput, UploadDocumentInput, UploadDocumentOutput, dispatchFinancialSummaryContract, generateFinancialSummaryContract, generateOpenBankingOverviewContract, pocketFamilyOfficeContracts, schedulePaymentReminderContract, syncEmailThreadsContract, uploadDocumentContract } from "./contracts/index.js";
+import { pocketFamilyOfficeTenantSample } from "./tenant.sample.js";
+import { pocketFamilyOfficeKnowledgeSources } from "./knowledge/sources.sample.js";
+import { processUploadedDocumentWorkflow } from "./workflows/process-uploaded-document.js";
+import { upcomingPaymentsReminderWorkflow } from "./workflows/upcoming-payments-reminder.js";
+import { generateFinancialSummaryWorkflow } from "./workflows/generate-financial-summary.js";
+import { ingestEmailThreadsWorkflow } from "./workflows/ingest-email-threads.js";
+import { syncOpenBankingAccountsWorkflow } from "./workflows/sync-openbanking-accounts.js";
+import { syncOpenBankingTransactionsWorkflow } from "./workflows/sync-openbanking-transactions.js";
+import { refreshOpenBankingBalancesWorkflow } from "./workflows/refresh-openbanking-balances.js";
+import { generateOpenBankingOverviewWorkflow } from "./workflows/generate-openbanking-overview.js";
+import { OPENBANKING_SENSITIVE_FIELDS, pocketFamilyOfficeTelemetry } from "./telemetry.js";
+import { PocketFamilyOfficeFeature } from "./pocket-family-office.feature.js";
+export { FinancialSummaryInput, FinancialSummaryOutput, OPENBANKING_SENSITIVE_FIELDS, OpenBankingOverviewInput, OpenBankingOverviewOutput, PaymentReminderInput, PaymentReminderOutput, PocketFamilyOfficeFeature, SummaryDispatchInput, SummaryDispatchOutput, SyncEmailThreadsInput, SyncEmailThreadsOutput, UploadDocumentInput, UploadDocumentOutput, dispatchFinancialSummaryContract, generateFinancialSummaryContract, generateFinancialSummaryWorkflow, generateOpenBankingOverviewContract, generateOpenBankingOverviewWorkflow, getPocketFamilyOfficeConnection, ingestEmailThreadsWorkflow, pocketFamilyOfficeBlueprint, pocketFamilyOfficeConnections, pocketFamilyOfficeContracts, pocketFamilyOfficeKnowledgeSources, pocketFamilyOfficeTelemetry, pocketFamilyOfficeTenantSample, processUploadedDocumentWorkflow, refreshOpenBankingBalancesWorkflow, registerPocketFamilyOfficeBlueprint, schedulePaymentReminderContract, syncEmailThreadsContract, syncOpenBankingAccountsWorkflow, syncOpenBankingTransactionsWorkflow, upcomingPaymentsReminderWorkflow, uploadDocumentContract };

package/dist/index.js

@@ -0,0 +1 @@
+import{pocketFamilyOfficeBlueprint as e,registerPocketFamilyOfficeBlueprint as t}from"./blueprint.js";import{pocketFamilyOfficeTenantSample as n}from"./tenant.sample.js";import{getPocketFamilyOfficeConnection as r,pocketFamilyOfficeConnections as i}from"./connections/samples.js";import{pocketFamilyOfficeKnowledgeSources as a}from"./knowledge/sources.sample.js";import{dispatchFinancialSummaryContract as o,generateFinancialSummaryContract as s,generateOpenBankingOverviewContract as c,pocketFamilyOfficeContracts as l,schedulePaymentReminderContract as u,syncEmailThreadsContract as d,uploadDocumentContract as f}from"./contracts/index.js";import{processUploadedDocumentWorkflow as p}from"./workflows/process-uploaded-document.js";import{upcomingPaymentsReminderWorkflow as m}from"./workflows/upcoming-payments-reminder.js";import{generateFinancialSummaryWorkflow as h}from"./workflows/generate-financial-summary.js";import{ingestEmailThreadsWorkflow as g}from"./workflows/ingest-email-threads.js";import{syncOpenBankingAccountsWorkflow as _}from"./workflows/sync-openbanking-accounts.js";import{syncOpenBankingTransactionsWorkflow as v}from"./workflows/sync-openbanking-transactions.js";import{refreshOpenBankingBalancesWorkflow as y}from"./workflows/refresh-openbanking-balances.js";import{generateOpenBankingOverviewWorkflow as b}from"./workflows/generate-openbanking-overview.js";import"./workflows/index.js";import{OPENBANKING_SENSITIVE_FIELDS as x,pocketFamilyOfficeTelemetry as S}from"./telemetry.js";import{PocketFamilyOfficeFeature as C}from"./pocket-family-office.feature.js";export{x as OPENBANKING_SENSITIVE_FIELDS,C as PocketFamilyOfficeFeature,o as dispatchFinancialSummaryContract,s as generateFinancialSummaryContract,h as generateFinancialSummaryWorkflow,c as generateOpenBankingOverviewContract,b as generateOpenBankingOverviewWorkflow,r as getPocketFamilyOfficeConnection,g as ingestEmailThreadsWorkflow,e as pocketFamilyOfficeBlueprint,i as pocketFamilyOfficeConnections,l as pocketFamilyOfficeContracts,a as pocketFamilyOfficeKnowledgeSources,S as pocketFamilyOfficeTelemetry,n as pocketFamilyOfficeTenantSample,p as processUploadedDocumentWorkflow,y as refreshOpenBankingBalancesWorkflow,t as registerPocketFamilyOfficeBlueprint,u as schedulePaymentReminderContract,d as syncEmailThreadsContract,_ as syncOpenBankingAccountsWorkflow,v as syncOpenBankingTransactionsWorkflow,m as upcomingPaymentsReminderWorkflow,f as uploadDocumentContract};

package/dist/knowledge/sources.sample.d.ts

@@ -0,0 +1,6 @@
+import { KnowledgeSourceConfig } from "@lssm/lib.contracts/knowledge/source";
+
+//#region src/knowledge/sources.sample.d.ts
+declare const pocketFamilyOfficeKnowledgeSources: KnowledgeSourceConfig[];
+//#endregion
+export { pocketFamilyOfficeKnowledgeSources };

package/dist/knowledge/sources.sample.js

@@ -0,0 +1 @@
+const e=new Date,t=[{meta:{id:`source-financial-uploads`,tenantId:`tenant.family-office`,spaceKey:`knowledge.financial-docs`,spaceVersion:1,label:`Uploaded Financial Documents`,sourceType:`file_upload`,createdAt:e,updatedAt:e},config:{bucket:`pfo-uploads`,prefix:`financial-docs/`},syncSchedule:{enabled:!0,intervalMs:900*1e3},lastSync:{timestamp:e,success:!0}},{meta:{id:`source-gmail-threads`,tenantId:`tenant.family-office`,spaceKey:`knowledge.email-threads`,spaceVersion:1,label:`Household Gmail Threads`,sourceType:`email`,createdAt:e,updatedAt:e},config:{labelIds:[`INBOX`,`FINANCE`]},syncSchedule:{enabled:!0,intervalMs:300*1e3},lastSync:{timestamp:e,success:!0}}];export{t as pocketFamilyOfficeKnowledgeSources};

package/dist/pocket-family-office.feature.d.ts

@@ -0,0 +1,11 @@
+import { FeatureModuleSpec } from "@lssm/lib.contracts";
+
+//#region src/pocket-family-office.feature.d.ts
+
+/**
+ * Pocket Family Office feature module that bundles financial document
+ * management, open banking integration, and automated summaries.
+ */
+declare const PocketFamilyOfficeFeature: FeatureModuleSpec;
+//#endregion
+export { PocketFamilyOfficeFeature };

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

@@ -0,0 +1 @@
+const e={meta:{key:`pocket-family-office`,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:[{name:`pfo.documents.upload`,version:1}],events:[],presentations:[],opToPresentation:[],presentationsTargets:[],capabilities:{provides:[{key:`pocket-family-office`,version:1}],requires:[{key:`identity`,version:1},{key:`openbanking`,version:1}]}};export{e as PocketFamilyOfficeFeature};

package/dist/telemetry.d.ts

@@ -0,0 +1,7 @@
+import { TelemetrySpec } from "@lssm/lib.contracts/telemetry/spec";
+
+//#region src/telemetry.d.ts
+declare const pocketFamilyOfficeTelemetry: TelemetrySpec;
+declare const OPENBANKING_SENSITIVE_FIELDS: readonly ["iban", "bic", "accountNumberMasked", "accountNumber", "counterpartyName", "counterpartyAccount", "description", "merchantName", "merchantCategoryCode", "reference"];
+//#endregion
+export { OPENBANKING_SENSITIVE_FIELDS, pocketFamilyOfficeTelemetry };

package/dist/telemetry.js

@@ -0,0 +1 @@
+import{OwnersEnum as e,StabilityEnum as t,TagsEnum as n}from"@lssm/lib.contracts/ownership";import{OPENBANKING_PII_FIELDS as r,OPENBANKING_TELEMETRY_EVENTS as i}from"@lssm/lib.contracts/integrations";const a={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 o(e){return{type:`string`,description:e,pii:!1}}const s={meta:{name:`pfo.telemetry`,version:1,title:`Pocket Family Office Telemetry`,description:`Operational telemetry for Pocket Family Office workflows, including Powens open banking syncs.`,domain:`finance`,owners:[e.PlatformFinance],tags:[`open-banking`,n.Automation],stability:t.Experimental},config:{defaultRetentionDays:180,defaultSamplingRate:1},events:[{name:i.accountsSynced,version:1,semantics:{what:`Open banking account synchronisation completed.`,why:`Refresh canonical account metadata for reporting and workflows.`},privacy:`internal`,properties:{...a,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.`}}},{name:i.transactionsSynced,version:1,semantics:{what:`Open banking transaction synchronisation completed.`,why:`Keep canonical transaction ledger in sync for analytics.`},privacy:`internal`,properties:{...a,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.`}}},{name:i.balancesRefreshed,version:1,semantics:{what:`Open banking balances refreshed.`,why:`Provide accurate cash position for dashboards and alerts.`},privacy:`internal`,properties:{...a,accountId:o(`Bank account identifier.`),balanceTypes:{type:`json`,description:`Balance types included in the refresh.`},refreshedAt:{type:`timestamp`,description:`Timestamp when balances were refreshed.`}}},{name:i.overviewGenerated,version:1,semantics:{what:`Derived financial overview generated.`,why:`Persist cashflow and category summaries into knowledge space.`},privacy:`internal`,properties:{...a,knowledgeEntryId:o(`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`]}]},c=r;export{c as OPENBANKING_SENSITIVE_FIELDS,s as pocketFamilyOfficeTelemetry};

package/dist/tenant.sample.d.ts

@@ -0,0 +1,6 @@
+import { TenantAppConfig } from "@lssm/lib.contracts/app-config/spec";
+
+//#region src/tenant.sample.d.ts
+declare const pocketFamilyOfficeTenantSample: TenantAppConfig;
+//#endregion
+export { pocketFamilyOfficeTenantSample };

package/dist/tenant.sample.js

@@ -0,0 +1 @@
+const e={meta:{id:`tenant-pfo-sample`,tenantId:`tenant.family-office`,appId:`pocket-family-office`,blueprintName:`pocket-family-office.app`,blueprintVersion:1,environment:`production`,version:1,createdAt:new Date().toISOString(),updatedAt:new Date().toISOString()},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.`};export{e as pocketFamilyOfficeTenantSample};

package/dist/workflows/generate-financial-summary.d.ts

@@ -0,0 +1,6 @@
+import { WorkflowSpec } from "@lssm/lib.contracts/workflow/spec";
+
+//#region src/workflows/generate-financial-summary.d.ts
+declare const generateFinancialSummaryWorkflow: WorkflowSpec;
+//#endregion
+export { generateFinancialSummaryWorkflow };

package/dist/workflows/generate-financial-summary.js

@@ -0,0 +1 @@
+import{OwnersEnum as e,StabilityEnum as t,TagsEnum as n}from"@lssm/lib.contracts/ownership";const r={meta:{name:`pfo.workflow.generate-financial-summary`,version:1,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:[e.PlatformFinance],tags:[`summary`,`ai`,n.Automation],stability:t.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:{name:`pfo.summary.generate`,version:1}},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:{name:`pfo.summary.dispatch`,version:1}},requiredIntegrations:[`emailOutbound`],retry:{maxAttempts:2,backoff:`linear`,delayMs:500}}],transitions:[{from:`summarise`,to:`distribute`}]}};export{r as generateFinancialSummaryWorkflow};

package/dist/workflows/generate-openbanking-overview.d.ts

@@ -0,0 +1,6 @@
+import { WorkflowSpec } from "@lssm/lib.contracts/workflow/spec";
+
+//#region src/workflows/generate-openbanking-overview.d.ts
+declare const generateOpenBankingOverviewWorkflow: WorkflowSpec;
+//#endregion
+export { generateOpenBankingOverviewWorkflow };

package/dist/workflows/generate-openbanking-overview.js

@@ -0,0 +1 @@
+import{OwnersEnum as e,StabilityEnum as t,TagsEnum as n}from"@lssm/lib.contracts/ownership";const r={meta:{name:`pfo.workflow.generate-openbanking-overview`,version:1,title:`Generate Open Banking Overview`,description:`Produces a derived financial overview and stores it in the operational knowledge space.`,domain:`finance`,owners:[e.PlatformFinance],tags:[`open-banking`,`summary`,n.Automation],stability:t.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:{name:`pfo.openbanking.generate-overview`,version:1}},requiredIntegrations:[`primaryOpenBanking`],requiredCapabilities:[{key:`openbanking.accounts.read`,version:1},{key:`openbanking.transactions.read`,version:1},{key:`openbanking.balances.read`,version:1}],retry:{maxAttempts:3,backoff:`exponential`,delayMs:1500}}],transitions:[]}};export{r as generateOpenBankingOverviewWorkflow};

package/dist/workflows/index.d.ts

@@ -0,0 +1,9 @@
+import { processUploadedDocumentWorkflow } from "./process-uploaded-document.js";
+import { upcomingPaymentsReminderWorkflow } from "./upcoming-payments-reminder.js";
+import { generateFinancialSummaryWorkflow } from "./generate-financial-summary.js";
+import { ingestEmailThreadsWorkflow } from "./ingest-email-threads.js";
+import { syncOpenBankingAccountsWorkflow } from "./sync-openbanking-accounts.js";
+import { syncOpenBankingTransactionsWorkflow } from "./sync-openbanking-transactions.js";
+import { refreshOpenBankingBalancesWorkflow } from "./refresh-openbanking-balances.js";
+import { generateOpenBankingOverviewWorkflow } from "./generate-openbanking-overview.js";
+export { generateFinancialSummaryWorkflow, generateOpenBankingOverviewWorkflow, ingestEmailThreadsWorkflow, processUploadedDocumentWorkflow, refreshOpenBankingBalancesWorkflow, syncOpenBankingAccountsWorkflow, syncOpenBankingTransactionsWorkflow, upcomingPaymentsReminderWorkflow };

package/dist/workflows/index.js

@@ -0,0 +1 @@
+import{processUploadedDocumentWorkflow as e}from"./process-uploaded-document.js";import{upcomingPaymentsReminderWorkflow as t}from"./upcoming-payments-reminder.js";import{generateFinancialSummaryWorkflow as n}from"./generate-financial-summary.js";import{ingestEmailThreadsWorkflow as r}from"./ingest-email-threads.js";import{syncOpenBankingAccountsWorkflow as i}from"./sync-openbanking-accounts.js";import{syncOpenBankingTransactionsWorkflow as a}from"./sync-openbanking-transactions.js";import{refreshOpenBankingBalancesWorkflow as o}from"./refresh-openbanking-balances.js";import{generateOpenBankingOverviewWorkflow as s}from"./generate-openbanking-overview.js";export{n as generateFinancialSummaryWorkflow,s as generateOpenBankingOverviewWorkflow,r as ingestEmailThreadsWorkflow,e as processUploadedDocumentWorkflow,o as refreshOpenBankingBalancesWorkflow,i as syncOpenBankingAccountsWorkflow,a as syncOpenBankingTransactionsWorkflow,t as upcomingPaymentsReminderWorkflow};

package/dist/workflows/ingest-email-threads.d.ts

@@ -0,0 +1,6 @@
+import { WorkflowSpec } from "@lssm/lib.contracts/workflow/spec";
+
+//#region src/workflows/ingest-email-threads.d.ts
+declare const ingestEmailThreadsWorkflow: WorkflowSpec;
+//#endregion
+export { ingestEmailThreadsWorkflow };

package/dist/workflows/ingest-email-threads.js

@@ -0,0 +1 @@
+import{OwnersEnum as e,StabilityEnum as t,TagsEnum as n}from"@lssm/lib.contracts/ownership";const r={meta:{name:`pfo.workflow.ingest-email-threads`,version:1,title:`Ingest Email Threads`,description:`Synchronises Gmail threads tagged with finance labels and indexes them into operational knowledge spaces.`,domain:`communications`,owners:[e.PlatformMessaging],tags:[`gmail`,`knowledge`,n.Automation],stability:t.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:{name:`pfo.email.sync-threads`,version:1}},requiredIntegrations:[`emailInbound`,`primaryVectorDb`],retry:{maxAttempts:3,backoff:`exponential`,delayMs:1e3}},{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`}]}};export{r as ingestEmailThreadsWorkflow};

package/dist/workflows/process-uploaded-document.d.ts

@@ -0,0 +1,6 @@
+import { WorkflowSpec } from "@lssm/lib.contracts/workflow/spec";
+
+//#region src/workflows/process-uploaded-document.d.ts
+declare const processUploadedDocumentWorkflow: WorkflowSpec;
+//#endregion
+export { processUploadedDocumentWorkflow };

package/dist/workflows/process-uploaded-document.js

@@ -0,0 +1 @@
+import{OwnersEnum as e,StabilityEnum as t,TagsEnum as n}from"@lssm/lib.contracts/ownership";const r={meta:{name:`pfo.workflow.process-uploaded-document`,version:1,title:`Process Uploaded Document`,description:`Stores an uploaded invoice/contract, queues ingestion, and records any follow-up reminders.`,domain:`finance`,owners:[e.PlatformFinance],tags:[`documents`,`ingestion`,n.Automation],stability:t.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:{name:`pfo.documents.upload`,version:1}},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`}]}};export{r as processUploadedDocumentWorkflow};

package/dist/workflows/refresh-openbanking-balances.d.ts

@@ -0,0 +1,6 @@
+import { WorkflowSpec } from "@lssm/lib.contracts/workflow/spec";
+
+//#region src/workflows/refresh-openbanking-balances.d.ts
+declare const refreshOpenBankingBalancesWorkflow: WorkflowSpec;
+//#endregion
+export { refreshOpenBankingBalancesWorkflow };

package/dist/workflows/refresh-openbanking-balances.js

@@ -0,0 +1 @@
+import{OwnersEnum as e,StabilityEnum as t,TagsEnum as n}from"@lssm/lib.contracts/ownership";const r={key:`openbanking.balances.read`,version:1},i={meta:{name:`pfo.workflow.refresh-openbanking-balances`,version:1,title:`Refresh Open Banking Balances`,description:`Refreshes balances for synced accounts to surface the latest cash positions in dashboards.`,domain:`finance`,owners:[e.PlatformFinance],tags:[`open-banking`,`powens`,n.Automation],stability:t.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:{name:`openbanking.balances.refresh`,version:1}},requiredIntegrations:[`primaryOpenBanking`],requiredCapabilities:[r],retry:{maxAttempts:3,backoff:`exponential`,delayMs:1e3}},{id:`fetch-balances`,type:`automation`,label:`Fetch Balances`,description:`Load the canonical balance snapshots for downstream workflows and dashboards.`,action:{operation:{name:`openbanking.balances.get`,version:1}},requiredIntegrations:[`primaryOpenBanking`],requiredCapabilities:[r],retry:{maxAttempts:2,backoff:`linear`,delayMs:750}}],transitions:[{from:`refresh-balances`,to:`fetch-balances`}]}};export{i as refreshOpenBankingBalancesWorkflow};

package/dist/workflows/sync-openbanking-accounts.d.ts

@@ -0,0 +1,6 @@
+import { WorkflowSpec } from "@lssm/lib.contracts/workflow/spec";
+
+//#region src/workflows/sync-openbanking-accounts.d.ts
+declare const syncOpenBankingAccountsWorkflow: WorkflowSpec;
+//#endregion
+export { syncOpenBankingAccountsWorkflow };

package/dist/workflows/sync-openbanking-accounts.js

@@ -0,0 +1 @@
+import{OwnersEnum as e,StabilityEnum as t,TagsEnum as n}from"@lssm/lib.contracts/ownership";const r={key:`openbanking.accounts.read`,version:1},i={meta:{name:`pfo.workflow.sync-openbanking-accounts`,version:1,title:`Synchronise Open Banking Accounts`,description:`Validates Powens connectivity and synchronises bank account metadata into the canonical ledger.`,domain:`finance`,owners:[e.PlatformFinance],tags:[`open-banking`,`powens`,n.Automation],stability:t.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:{name:`openbanking.accounts.sync`,version:1}},requiredIntegrations:[`primaryOpenBanking`],requiredCapabilities:[r],retry:{maxAttempts:3,backoff:`exponential`,delayMs:1e3}},{id:`fetch-accounts`,type:`automation`,label:`Fetch Accounts`,description:`Retrieve the latest canonical account snapshot for downstream consumers.`,action:{operation:{name:`openbanking.accounts.list`,version:1}},requiredIntegrations:[`primaryOpenBanking`],requiredCapabilities:[r],retry:{maxAttempts:2,backoff:`linear`,delayMs:750}}],transitions:[{from:`sync-accounts`,to:`fetch-accounts`}]}};export{i as syncOpenBankingAccountsWorkflow};

package/dist/workflows/sync-openbanking-transactions.d.ts

@@ -0,0 +1,6 @@
+import { WorkflowSpec } from "@lssm/lib.contracts/workflow/spec";
+
+//#region src/workflows/sync-openbanking-transactions.d.ts
+declare const syncOpenBankingTransactionsWorkflow: WorkflowSpec;
+//#endregion
+export { syncOpenBankingTransactionsWorkflow };

package/dist/workflows/sync-openbanking-transactions.js

@@ -0,0 +1 @@
+import{OwnersEnum as e,StabilityEnum as t,TagsEnum as n}from"@lssm/lib.contracts/ownership";const r={key:`openbanking.transactions.read`,version:1},i={meta:{name:`pfo.workflow.sync-openbanking-transactions`,version:1,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:[e.PlatformFinance],tags:[`open-banking`,`powens`,n.Automation],stability:t.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:{name:`openbanking.transactions.sync`,version:1}},requiredIntegrations:[`primaryOpenBanking`],requiredCapabilities:[r],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:{name:`openbanking.transactions.list`,version:1}},requiredIntegrations:[`primaryOpenBanking`],requiredCapabilities:[r],retry:{maxAttempts:2,backoff:`linear`,delayMs:1e3}}],transitions:[{from:`sync-transactions`,to:`list-transactions`}]}};export{i as syncOpenBankingTransactionsWorkflow};

package/dist/workflows/upcoming-payments-reminder.d.ts

@@ -0,0 +1,6 @@
+import { WorkflowSpec } from "@lssm/lib.contracts/workflow/spec";
+
+//#region src/workflows/upcoming-payments-reminder.d.ts
+declare const upcomingPaymentsReminderWorkflow: WorkflowSpec;
+//#endregion
+export { upcomingPaymentsReminderWorkflow };

package/dist/workflows/upcoming-payments-reminder.js

@@ -0,0 +1 @@
+import{OwnersEnum as e,StabilityEnum as t,TagsEnum as n}from"@lssm/lib.contracts/ownership";const r={meta:{name:`pfo.workflow.upcoming-payments-reminder`,version:1,title:`Schedule Upcoming Payment Reminder`,description:`Collects payment metadata and schedules multi-channel reminders for bills that are due soon.`,domain:`finance`,owners:[e.PlatformFinance],tags:[`payments`,`reminders`,n.Automation],stability:t.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:{name:`pfo.reminders.schedule-payment`,version:1}},requiredIntegrations:[`emailOutbound`,`smsNotifications`,`calendarScheduling`],retry:{maxAttempts:2,backoff:`linear`,delayMs:1e3}}],transitions:[{from:`collect`,to:`schedule`,condition:`output?.confirmed === true`,label:`Reminder confirmed`}]}};export{r as upcomingPaymentsReminderWorkflow};

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@lssm/example.pocket-family-office",
-  "version": "0.0.0-canary-20251217054315",
+  "version": "0.0.0-canary-20251217060433",
   "description": "Pocket Family Office example - personal finance automation with open banking",
   "main": "./dist/index.js",
   "types": "./dist/index.d.ts",
@@ -18,33 +18,33 @@
     "lint:check": "eslint ."
   },
   "dependencies": {
-    "@lssm/lib.schema": "0.0.0-canary-20251217054315",
-    "@lssm/lib.contracts": "0.0.0-canary-20251217054315",
+    "@lssm/lib.schema": "0.0.0-canary-20251217060433",
+    "@lssm/lib.contracts": "0.0.0-canary-20251217060433",
     "zod": "^4.1.13"
   },
   "devDependencies": {
-    "@lssm/tool.typescript": "0.0.0-canary-20251217054315",
-    "@lssm/tool.tsdown": "0.0.0-canary-20251217054315",
+    "@lssm/tool.typescript": "0.0.0-canary-20251217060433",
+    "@lssm/tool.tsdown": "0.0.0-canary-20251217060433",
     "typescript": "^5.9.3"
   },
   "exports": {
-    ".": "./src/index.ts",
-    "./blueprint": "./src/blueprint.ts",
-    "./connections/samples": "./src/connections/samples.ts",
-    "./contracts": "./src/contracts/index.ts",
-    "./knowledge/sources.sample": "./src/knowledge/sources.sample.ts",
-    "./pocket-family-office.feature": "./src/pocket-family-office.feature.ts",
-    "./telemetry": "./src/telemetry.ts",
-    "./tenant.sample": "./src/tenant.sample.ts",
-    "./workflows": "./src/workflows/index.ts",
-    "./workflows/generate-financial-summary": "./src/workflows/generate-financial-summary.ts",
-    "./workflows/generate-openbanking-overview": "./src/workflows/generate-openbanking-overview.ts",
-    "./workflows/ingest-email-threads": "./src/workflows/ingest-email-threads.ts",
-    "./workflows/process-uploaded-document": "./src/workflows/process-uploaded-document.ts",
-    "./workflows/refresh-openbanking-balances": "./src/workflows/refresh-openbanking-balances.ts",
-    "./workflows/sync-openbanking-accounts": "./src/workflows/sync-openbanking-accounts.ts",
-    "./workflows/sync-openbanking-transactions": "./src/workflows/sync-openbanking-transactions.ts",
-    "./workflows/upcoming-payments-reminder": "./src/workflows/upcoming-payments-reminder.ts",
+    ".": "./dist/index.js",
+    "./blueprint": "./dist/blueprint.js",
+    "./connections/samples": "./dist/connections/samples.js",
+    "./contracts": "./dist/contracts/index.js",
+    "./knowledge/sources.sample": "./dist/knowledge/sources.sample.js",
+    "./pocket-family-office.feature": "./dist/pocket-family-office.feature.js",
+    "./telemetry": "./dist/telemetry.js",
+    "./tenant.sample": "./dist/tenant.sample.js",
+    "./workflows": "./dist/workflows/index.js",
+    "./workflows/generate-financial-summary": "./dist/workflows/generate-financial-summary.js",
+    "./workflows/generate-openbanking-overview": "./dist/workflows/generate-openbanking-overview.js",
+    "./workflows/ingest-email-threads": "./dist/workflows/ingest-email-threads.js",
+    "./workflows/process-uploaded-document": "./dist/workflows/process-uploaded-document.js",
+    "./workflows/refresh-openbanking-balances": "./dist/workflows/refresh-openbanking-balances.js",
+    "./workflows/sync-openbanking-accounts": "./dist/workflows/sync-openbanking-accounts.js",
+    "./workflows/sync-openbanking-transactions": "./dist/workflows/sync-openbanking-transactions.js",
+    "./workflows/upcoming-payments-reminder": "./dist/workflows/upcoming-payments-reminder.js",
     "./*": "./*"
   },
   "module": "./dist/index.js",