@lssm/example.pocket-family-office 0.0.0-canary-20251217062943 → 0.0.0-canary-20251217072406
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/dist/blueprint.js +200 -1
- package/dist/connections/samples.js +226 -1
- package/dist/contracts/index.js +270 -1
- package/dist/index.js +18 -1
- package/dist/knowledge/sources.sample.js +49 -1
- package/dist/libs/contracts/dist/integrations/index.js +18 -1
- package/dist/libs/contracts/dist/integrations/openbanking/contracts/accounts.js +228 -1
- package/dist/libs/contracts/dist/integrations/openbanking/contracts/balances.js +159 -1
- package/dist/libs/contracts/dist/integrations/openbanking/contracts/index.js +3 -1
- package/dist/libs/contracts/dist/integrations/openbanking/contracts/transactions.js +210 -1
- package/dist/libs/contracts/dist/integrations/openbanking/models.js +242 -1
- package/dist/libs/contracts/dist/integrations/openbanking/telemetry.js +25 -1
- package/dist/libs/contracts/dist/integrations/providers/elevenlabs.js +52 -1
- package/dist/libs/contracts/dist/integrations/providers/gcs-storage.js +75 -1
- package/dist/libs/contracts/dist/integrations/providers/gmail.js +87 -1
- package/dist/libs/contracts/dist/integrations/providers/google-calendar.js +66 -1
- package/dist/libs/contracts/dist/integrations/providers/index.js +11 -1
- package/dist/libs/contracts/dist/integrations/providers/mistral.js +68 -1
- package/dist/libs/contracts/dist/integrations/providers/postmark.js +68 -1
- package/dist/libs/contracts/dist/integrations/providers/powens.js +116 -1
- package/dist/libs/contracts/dist/integrations/providers/qdrant.js +73 -1
- package/dist/libs/contracts/dist/integrations/providers/registry.js +10 -1
- package/dist/libs/contracts/dist/integrations/providers/stripe.js +83 -1
- package/dist/libs/contracts/dist/integrations/providers/twilio-sms.js +61 -1
- package/dist/libs/contracts/dist/ownership.js +38 -1
- package/dist/libs/contracts/dist/schema/dist/EnumType.js +2 -1
- package/dist/libs/contracts/dist/schema/dist/FieldType.js +49 -1
- package/dist/libs/contracts/dist/schema/dist/ScalarTypeEnum.js +236 -1
- package/dist/libs/contracts/dist/schema/dist/SchemaModel.js +34 -1
- package/dist/libs/contracts/dist/schema/dist/entity/defineEntity.js +1 -1
- package/dist/libs/contracts/dist/schema/dist/entity/index.js +2 -1
- package/dist/libs/contracts/dist/schema/dist/entity/types.js +1 -1
- package/dist/libs/contracts/dist/schema/dist/index.js +6 -1
- package/dist/libs/contracts/dist/spec.js +34 -1
- package/dist/pocket-family-office.feature.js +46 -1
- package/dist/telemetry.js +170 -1
- package/dist/tenant.sample.js +89 -1
- package/dist/workflows/generate-financial-summary.js +60 -1
- package/dist/workflows/generate-openbanking-overview.js +57 -1
- package/dist/workflows/index.js +10 -1
- package/dist/workflows/ingest-email-threads.js +52 -1
- package/dist/workflows/process-uploaded-document.js +50 -1
- package/dist/workflows/refresh-openbanking-balances.js +66 -1
- package/dist/workflows/sync-openbanking-accounts.js +66 -1
- package/dist/workflows/sync-openbanking-transactions.js +66 -1
- package/dist/workflows/upcoming-payments-reminder.js +55 -1
- package/package.json +5 -5
package/dist/blueprint.js
CHANGED
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@@ -1 +1,200 @@
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import{
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import { OwnersEnum, StabilityEnum, TagsEnum } from "./libs/contracts/dist/ownership.js";
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//#region src/blueprint.ts
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const cap = (key, version) => ({
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key,
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version
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});
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const pocketFamilyOfficeBlueprint = {
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meta: {
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name: "pocket-family-office.app",
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version: 1,
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appId: "pocket-family-office",
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title: "Pocket Family Office",
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description: "Household finance automation: ingest documents, track bills, remind payments, and summarise cashflow.",
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domain: "finance",
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owners: [OwnersEnum.PlatformFinance],
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tags: [
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TagsEnum.Guide,
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"finance",
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"automation"
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],
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stability: StabilityEnum.Experimental
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},
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capabilities: { enabled: [
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cap("ai.chat", 1),
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cap("ai.embeddings", 1),
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cap("vector-db.search", 1),
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cap("vector-db.storage", 1),
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cap("storage.objects", 1),
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cap("email.inbound", 1),
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cap("email.transactional", 1),
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cap("calendar.events", 1),
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cap("sms.outbound", 1),
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cap("ai.voice.synthesis", 1),
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cap("payments.psp", 1),
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cap("openbanking.accounts.read", 1),
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cap("openbanking.transactions.read", 1),
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cap("openbanking.balances.read", 1)
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] },
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integrationSlots: [
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{
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slotId: "primaryLLM",
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requiredCategory: "ai-llm",
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allowedModes: ["managed", "byok"],
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requiredCapabilities: [cap("ai.chat", 1)],
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required: true,
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description: "Chat completion provider powering summarisation, explanations, and insights."
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},
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{
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slotId: "primaryVectorDb",
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requiredCategory: "vector-db",
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allowedModes: ["managed", "byok"],
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requiredCapabilities: [cap("vector-db.search", 1)],
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required: true,
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description: "Vector database storing embeddings for financial documents and email threads."
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},
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{
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slotId: "primaryStorage",
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requiredCategory: "storage",
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allowedModes: ["managed", "byok"],
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requiredCapabilities: [cap("storage.objects", 1)],
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required: true,
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description: "Object storage used for raw uploads and normalised documents."
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},
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{
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slotId: "primaryOpenBanking",
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requiredCategory: "open-banking",
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allowedModes: ["byok"],
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requiredCapabilities: [
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cap("openbanking.accounts.read", 1),
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cap("openbanking.transactions.read", 1),
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cap("openbanking.balances.read", 1)
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],
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required: true,
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description: "Powens BYOK connection powering bank account, transaction, and balance synchronisation."
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},
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{
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slotId: "emailInbound",
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requiredCategory: "email",
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allowedModes: ["managed", "byok"],
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requiredCapabilities: [cap("email.inbound", 1)],
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required: true,
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description: "Inbound email/thread sync (Gmail) feeding the knowledge corpus."
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},
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{
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slotId: "emailOutbound",
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requiredCategory: "email",
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allowedModes: ["managed", "byok"],
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requiredCapabilities: [cap("email.transactional", 1)],
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required: true,
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description: "Transactional email delivery for reminders and summaries."
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},
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{
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slotId: "calendarScheduling",
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requiredCategory: "calendar",
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allowedModes: ["managed", "byok"],
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requiredCapabilities: [cap("calendar.events", 1)],
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required: true,
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description: "Creates calendar holds for bill reviews and handoff meetings."
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},
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{
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slotId: "voicePlayback",
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requiredCategory: "ai-voice",
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allowedModes: ["managed", "byok"],
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requiredCapabilities: [cap("ai.voice.synthesis", 1)],
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required: false,
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description: "Optional voice synthesis for spoken summaries (ElevenLabs)."
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},
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{
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slotId: "smsNotifications",
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requiredCategory: "sms",
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allowedModes: ["managed", "byok"],
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requiredCapabilities: [cap("sms.outbound", 1)],
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required: false,
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description: "SMS provider used for urgent reminders."
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},
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{
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slotId: "paymentsProcessing",
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requiredCategory: "payments",
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allowedModes: ["managed", "byok"],
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requiredCapabilities: [cap("payments.psp", 1)],
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required: false,
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description: "Optional payments processor enabling bill pay automations."
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}
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],
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workflows: {
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processUploadedDocument: {
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name: "pfo.workflow.process-uploaded-document",
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version: 1
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},
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upcomingPaymentsReminder: {
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name: "pfo.workflow.upcoming-payments-reminder",
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version: 1
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},
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generateFinancialSummary: {
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name: "pfo.workflow.generate-financial-summary",
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version: 1
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},
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ingestEmailThreads: {
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name: "pfo.workflow.ingest-email-threads",
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version: 1
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},
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syncOpenBankingAccounts: {
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name: "pfo.workflow.sync-openbanking-accounts",
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version: 1
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},
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syncOpenBankingTransactions: {
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name: "pfo.workflow.sync-openbanking-transactions",
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version: 1
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},
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refreshOpenBankingBalances: {
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name: "pfo.workflow.refresh-openbanking-balances",
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version: 1
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},
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generateOpenBankingOverview: {
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name: "pfo.workflow.generate-openbanking-overview",
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version: 1
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}
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},
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policies: [{
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name: "pfo.policy.tenancy",
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version: 1
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}, {
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name: "knowledge.access.financial-docs",
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version: 1
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}],
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telemetry: { spec: {
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name: "pfo.telemetry",
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version: 1
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} },
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featureFlags: [{
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key: "voice-summaries",
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enabled: false,
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description: "Enable ElevenLabs spoken summaries in addition to email distribution."
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}],
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routes: [
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{
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path: "/dashboard",
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label: "Overview",
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workflow: "pfo.workflow.generate-financial-summary"
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},
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{
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path: "/documents/upload",
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label: "Upload Document",
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workflow: "pfo.workflow.process-uploaded-document"
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},
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{
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path: "/communications",
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label: "Inbox",
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workflow: "pfo.workflow.ingest-email-threads"
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}
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],
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notes: "Pocket Family Office blueprint pulling together finance automations for the hackathon reference implementation."
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};
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function registerPocketFamilyOfficeBlueprint(registry) {
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return registry.register(pocketFamilyOfficeBlueprint);
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}
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//#endregion
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export { pocketFamilyOfficeBlueprint, registerPocketFamilyOfficeBlueprint };
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//#region src/connections/samples.ts
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const now = /* @__PURE__ */ new Date();
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const baseMeta = {
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tenantId: "tenant.family-office",
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createdAt: now,
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updatedAt: now
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};
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const pocketFamilyOfficeConnections = [
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{
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meta: {
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...baseMeta,
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id: "conn-mistral-primary",
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integrationKey: "ai-llm.mistral",
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integrationVersion: 1,
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label: "Mistral Primary"
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},
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ownershipMode: "managed",
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config: {
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model: "mistral-large-latest",
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embeddingModel: "mistral-embed"
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},
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secretProvider: "gcp-secret-manager",
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secretRef: "gcp://projects/pfo-hackathon/secrets/mistral-api-key/versions/latest",
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status: "connected",
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health: {
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status: "connected",
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checkedAt: now,
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latencyMs: 180
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}
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},
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{
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meta: {
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...baseMeta,
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id: "conn-qdrant-finance",
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integrationKey: "vectordb.qdrant",
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integrationVersion: 1,
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label: "Qdrant Finance Cluster"
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},
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ownershipMode: "managed",
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config: {
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apiUrl: "https://qdrant.pfo.internal",
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collectionPrefix: "tenant-family-office"
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},
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secretProvider: "gcp-secret-manager",
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secretRef: "gcp://projects/pfo-hackathon/secrets/qdrant-api-key/versions/latest",
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status: "connected",
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health: {
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status: "connected",
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checkedAt: now,
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latencyMs: 95
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}
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},
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{
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meta: {
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...baseMeta,
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id: "conn-gcs-documents",
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integrationKey: "storage.gcs",
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integrationVersion: 1,
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label: "GCS Documents Bucket"
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},
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ownershipMode: "managed",
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config: {
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bucket: "pfo-uploads",
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prefix: "financial-docs/"
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},
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secretProvider: "gcp-secret-manager",
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secretRef: "gcp://projects/pfo-hackathon/secrets/gcs-service-account/versions/latest",
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status: "connected",
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health: {
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status: "connected",
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checkedAt: now,
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latencyMs: 60
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}
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},
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{
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meta: {
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...baseMeta,
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id: "conn-gmail-threads",
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integrationKey: "email.gmail",
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integrationVersion: 1,
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label: "Gmail Household Threads"
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},
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ownershipMode: "byok",
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config: {
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labelIds: ["FINANCE", "INBOX"],
|
|
86
|
+
includeSpamTrash: false
|
|
87
|
+
},
|
|
88
|
+
secretProvider: "gcp-secret-manager",
|
|
89
|
+
secretRef: "gcp://projects/pfo-hackathon/secrets/gmail-refresh-token/versions/latest",
|
|
90
|
+
status: "connected",
|
|
91
|
+
health: {
|
|
92
|
+
status: "connected",
|
|
93
|
+
checkedAt: now,
|
|
94
|
+
latencyMs: 320
|
|
95
|
+
}
|
|
96
|
+
},
|
|
97
|
+
{
|
|
98
|
+
meta: {
|
|
99
|
+
...baseMeta,
|
|
100
|
+
id: "conn-postmark-outbound",
|
|
101
|
+
integrationKey: "email.postmark",
|
|
102
|
+
integrationVersion: 1,
|
|
103
|
+
label: "Postmark Transactional"
|
|
104
|
+
},
|
|
105
|
+
ownershipMode: "managed",
|
|
106
|
+
config: {
|
|
107
|
+
messageStream: "outbound",
|
|
108
|
+
fromEmail: "family.office@pfo.dev"
|
|
109
|
+
},
|
|
110
|
+
secretProvider: "gcp-secret-manager",
|
|
111
|
+
secretRef: "gcp://projects/pfo-hackathon/secrets/postmark-server-token/versions/latest",
|
|
112
|
+
status: "connected",
|
|
113
|
+
health: {
|
|
114
|
+
status: "connected",
|
|
115
|
+
checkedAt: now,
|
|
116
|
+
latencyMs: 210
|
|
117
|
+
}
|
|
118
|
+
},
|
|
119
|
+
{
|
|
120
|
+
meta: {
|
|
121
|
+
...baseMeta,
|
|
122
|
+
id: "conn-google-calendar",
|
|
123
|
+
integrationKey: "calendar.google",
|
|
124
|
+
integrationVersion: 1,
|
|
125
|
+
label: "Household Calendar"
|
|
126
|
+
},
|
|
127
|
+
ownershipMode: "managed",
|
|
128
|
+
config: { calendarId: "primary" },
|
|
129
|
+
secretProvider: "gcp-secret-manager",
|
|
130
|
+
secretRef: "gcp://projects/pfo-hackathon/secrets/google-calendar-service-account/versions/latest",
|
|
131
|
+
status: "connected",
|
|
132
|
+
health: {
|
|
133
|
+
status: "connected",
|
|
134
|
+
checkedAt: now,
|
|
135
|
+
latencyMs: 140
|
|
136
|
+
}
|
|
137
|
+
},
|
|
138
|
+
{
|
|
139
|
+
meta: {
|
|
140
|
+
...baseMeta,
|
|
141
|
+
id: "conn-elevenlabs-voice",
|
|
142
|
+
integrationKey: "ai-voice.elevenlabs",
|
|
143
|
+
integrationVersion: 1,
|
|
144
|
+
label: "ElevenLabs Voice"
|
|
145
|
+
},
|
|
146
|
+
ownershipMode: "byok",
|
|
147
|
+
config: { defaultVoiceId: "pNInz6obpgDQGcFmaJgB" },
|
|
148
|
+
secretProvider: "gcp-secret-manager",
|
|
149
|
+
secretRef: "gcp://projects/pfo-hackathon/secrets/elevenlabs-api-key/versions/latest",
|
|
150
|
+
status: "connected",
|
|
151
|
+
health: {
|
|
152
|
+
status: "connected",
|
|
153
|
+
checkedAt: now,
|
|
154
|
+
latencyMs: 250
|
|
155
|
+
}
|
|
156
|
+
},
|
|
157
|
+
{
|
|
158
|
+
meta: {
|
|
159
|
+
...baseMeta,
|
|
160
|
+
id: "conn-twilio-sms",
|
|
161
|
+
integrationKey: "sms.twilio",
|
|
162
|
+
integrationVersion: 1,
|
|
163
|
+
label: "Twilio SMS"
|
|
164
|
+
},
|
|
165
|
+
ownershipMode: "managed",
|
|
166
|
+
config: { fromNumber: "+15552340000" },
|
|
167
|
+
secretProvider: "gcp-secret-manager",
|
|
168
|
+
secretRef: "gcp://projects/pfo-hackathon/secrets/twilio-auth-token/versions/latest",
|
|
169
|
+
status: "connected",
|
|
170
|
+
health: {
|
|
171
|
+
status: "connected",
|
|
172
|
+
checkedAt: now,
|
|
173
|
+
latencyMs: 180
|
|
174
|
+
}
|
|
175
|
+
},
|
|
176
|
+
{
|
|
177
|
+
meta: {
|
|
178
|
+
...baseMeta,
|
|
179
|
+
id: "conn-stripe-recurring",
|
|
180
|
+
integrationKey: "payments.stripe",
|
|
181
|
+
integrationVersion: 1,
|
|
182
|
+
label: "Stripe Recurring Billing"
|
|
183
|
+
},
|
|
184
|
+
ownershipMode: "managed",
|
|
185
|
+
config: {
|
|
186
|
+
accountId: "acct_1PFOHACKATHON",
|
|
187
|
+
region: "eu-west-1"
|
|
188
|
+
},
|
|
189
|
+
secretProvider: "gcp-secret-manager",
|
|
190
|
+
secretRef: "gcp://projects/pfo-hackathon/secrets/stripe-secret-key/versions/latest",
|
|
191
|
+
status: "connected",
|
|
192
|
+
health: {
|
|
193
|
+
status: "connected",
|
|
194
|
+
checkedAt: now,
|
|
195
|
+
latencyMs: 220
|
|
196
|
+
}
|
|
197
|
+
},
|
|
198
|
+
{
|
|
199
|
+
meta: {
|
|
200
|
+
...baseMeta,
|
|
201
|
+
id: "conn-powens-primary",
|
|
202
|
+
integrationKey: "openbanking.powens",
|
|
203
|
+
integrationVersion: 1,
|
|
204
|
+
label: "Powens Open Banking"
|
|
205
|
+
},
|
|
206
|
+
ownershipMode: "byok",
|
|
207
|
+
config: {
|
|
208
|
+
environment: "sandbox",
|
|
209
|
+
baseUrl: "https://api-sandbox.powens.com/v2"
|
|
210
|
+
},
|
|
211
|
+
secretProvider: "gcp-secret-manager",
|
|
212
|
+
secretRef: "gcp://projects/pfo-hackathon/secrets/powens-credentials/versions/latest",
|
|
213
|
+
status: "connected",
|
|
214
|
+
health: {
|
|
215
|
+
status: "connected",
|
|
216
|
+
checkedAt: now,
|
|
217
|
+
latencyMs: 410
|
|
218
|
+
}
|
|
219
|
+
}
|
|
220
|
+
];
|
|
221
|
+
function getPocketFamilyOfficeConnection(connectionId) {
|
|
222
|
+
return pocketFamilyOfficeConnections.find((connection) => connection.meta.id === connectionId);
|
|
223
|
+
}
|
|
224
|
+
|
|
225
|
+
//#endregion
|
|
226
|
+
export { getPocketFamilyOfficeConnection, pocketFamilyOfficeConnections };
|