@lssm/example.pocket-family-office 0.0.0-canary-20251217080011 → 1.41.0

package/dist/telemetry.js

@@ -1,170 +0,0 @@
-import { OwnersEnum, StabilityEnum, TagsEnum } from "./libs/contracts/dist/ownership.js";
-import { OPENBANKING_PII_FIELDS, OPENBANKING_TELEMETRY_EVENTS } from "./libs/contracts/dist/integrations/openbanking/telemetry.js";
-import "./libs/contracts/dist/integrations/index.js";
-
-//#region src/telemetry.ts
-const commonProperties = {
-	tenantId: {
-		type: "string",
-		required: true,
-		description: "Tenant identifier for multi-tenant isolation."
-	},
-	appId: {
-		type: "string",
-		required: true,
-		description: "Application identifier associated with the event."
-	},
-	blueprint: {
-		type: "string",
-		required: true,
-		description: "Blueprint name@version emitting the telemetry."
-	},
-	configVersion: {
-		type: "number",
-		required: true,
-		description: "Resolved app config version when the event was generated."
-	},
-	slotId: {
-		type: "string",
-		required: true,
-		description: "Integration slot identifier (e.g., primaryOpenBanking)."
-	},
-	connectionId: {
-		type: "string",
-		required: true,
-		description: "Integration connection ID used for the sync."
-	}
-};
-function piiSafeString(description) {
-	return {
-		type: "string",
-		description,
-		pii: false
-	};
-}
-const pocketFamilyOfficeTelemetry = {
-	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: [OwnersEnum.PlatformFinance],
-		tags: ["open-banking", TagsEnum.Automation],
-		stability: StabilityEnum.Experimental
-	},
-	config: {
-		defaultRetentionDays: 180,
-		defaultSamplingRate: 1
-	},
-	events: [
-		{
-			name: OPENBANKING_TELEMETRY_EVENTS.accountsSynced,
-			version: 1,
-			semantics: {
-				what: "Open banking account synchronisation completed.",
-				why: "Refresh canonical account metadata for reporting and workflows."
-			},
-			privacy: "internal",
-			properties: {
-				...commonProperties,
-				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: OPENBANKING_TELEMETRY_EVENTS.transactionsSynced,
-			version: 1,
-			semantics: {
-				what: "Open banking transaction synchronisation completed.",
-				why: "Keep canonical transaction ledger in sync for analytics."
-			},
-			privacy: "internal",
-			properties: {
-				...commonProperties,
-				accountId: {
-					type: "string",
-					description: "Bank account identifier used during the sync.",
-					pii: false
-				},
-				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: OPENBANKING_TELEMETRY_EVENTS.balancesRefreshed,
-			version: 1,
-			semantics: {
-				what: "Open banking balances refreshed.",
-				why: "Provide accurate cash position for dashboards and alerts."
-			},
-			privacy: "internal",
-			properties: {
-				...commonProperties,
-				accountId: piiSafeString("Bank account identifier."),
-				balanceTypes: {
-					type: "json",
-					description: "Balance types included in the refresh."
-				},
-				refreshedAt: {
-					type: "timestamp",
-					description: "Timestamp when balances were refreshed."
-				}
-			}
-		},
-		{
-			name: OPENBANKING_TELEMETRY_EVENTS.overviewGenerated,
-			version: 1,
-			semantics: {
-				what: "Derived financial overview generated.",
-				why: "Persist cashflow and category summaries into knowledge space."
-			},
-			privacy: "internal",
-			properties: {
-				...commonProperties,
-				knowledgeEntryId: piiSafeString("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"]
-		}
-	]
-};
-const OPENBANKING_SENSITIVE_FIELDS = OPENBANKING_PII_FIELDS;
-
-//#endregion
-export { OPENBANKING_SENSITIVE_FIELDS, pocketFamilyOfficeTelemetry };

package/dist/tenant.sample.d.ts

@@ -1,6 +0,0 @@
-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

@@ -1,89 +0,0 @@
-//#region src/tenant.sample.ts
-const pocketFamilyOfficeTenantSample = {
-	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: (/* @__PURE__ */ new Date()).toISOString(),
-		updatedAt: (/* @__PURE__ */ new Date()).toISOString()
-	},
-	featureFlags: [{
-		key: "voice-summaries",
-		enabled: true,
-		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: false
-		}
-	],
-	locales: {
-		defaultLocale: "en",
-		enabledLocales: ["en"]
-	},
-	notes: "Sample tenant configuration for hackathon demos. Replace connection IDs with tenant-specific bindings when provisioning."
-};
-
-//#endregion
-export { pocketFamilyOfficeTenantSample };

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

@@ -1,6 +0,0 @@
-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

@@ -1,60 +0,0 @@
-import { OwnersEnum, StabilityEnum, TagsEnum } from "../libs/contracts/dist/ownership.js";
-
-//#region src/workflows/generate-financial-summary.ts
-const generateFinancialSummaryWorkflow = {
-	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: [OwnersEnum.PlatformFinance],
-		tags: [
-			"summary",
-			"ai",
-			TagsEnum.Automation
-		],
-		stability: StabilityEnum.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"
-		}]
-	}
-};
-
-//#endregion
-export { generateFinancialSummaryWorkflow };

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

@@ -1,6 +0,0 @@
-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

@@ -1,57 +0,0 @@
-import { OwnersEnum, StabilityEnum, TagsEnum } from "../libs/contracts/dist/ownership.js";
-
-//#region src/workflows/generate-openbanking-overview.ts
-const OPEN_BANKING_CAPABILITIES = [
-	{
-		key: "openbanking.accounts.read",
-		version: 1
-	},
-	{
-		key: "openbanking.transactions.read",
-		version: 1
-	},
-	{
-		key: "openbanking.balances.read",
-		version: 1
-	}
-];
-const generateOpenBankingOverviewWorkflow = {
-	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: [OwnersEnum.PlatformFinance],
-		tags: [
-			"open-banking",
-			"summary",
-			TagsEnum.Automation
-		],
-		stability: StabilityEnum.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: OPEN_BANKING_CAPABILITIES,
-			retry: {
-				maxAttempts: 3,
-				backoff: "exponential",
-				delayMs: 1500
-			}
-		}],
-		transitions: []
-	}
-};
-
-//#endregion
-export { generateOpenBankingOverviewWorkflow };

package/dist/workflows/index.d.ts

@@ -1,9 +0,0 @@
-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

@@ -1,10 +0,0 @@
-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/ingest-email-threads.d.ts

@@ -1,6 +0,0 @@
-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

@@ -1,52 +0,0 @@
-import { OwnersEnum, StabilityEnum, TagsEnum } from "../libs/contracts/dist/ownership.js";
-
-//#region src/workflows/ingest-email-threads.ts
-const ingestEmailThreadsWorkflow = {
-	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: [OwnersEnum.PlatformMessaging],
-		tags: [
-			"gmail",
-			"knowledge",
-			TagsEnum.Automation
-		],
-		stability: StabilityEnum.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"
-		}]
-	}
-};
-
-//#endregion
-export { ingestEmailThreadsWorkflow };

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

@@ -1,6 +0,0 @@
-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

@@ -1,50 +0,0 @@
-import { OwnersEnum, StabilityEnum, TagsEnum } from "../libs/contracts/dist/ownership.js";
-
-//#region src/workflows/process-uploaded-document.ts
-const processUploadedDocumentWorkflow = {
-	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: [OwnersEnum.PlatformFinance],
-		tags: [
-			"documents",
-			"ingestion",
-			TagsEnum.Automation
-		],
-		stability: StabilityEnum.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"
-		}]
-	}
-};
-
-//#endregion
-export { processUploadedDocumentWorkflow };

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

@@ -1,6 +0,0 @@
-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

@@ -1,66 +0,0 @@
-import { OwnersEnum, StabilityEnum, TagsEnum } from "../libs/contracts/dist/ownership.js";
-
-//#region src/workflows/refresh-openbanking-balances.ts
-const BALANCE_CAPABILITY = {
-	key: "openbanking.balances.read",
-	version: 1
-};
-const refreshOpenBankingBalancesWorkflow = {
-	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: [OwnersEnum.PlatformFinance],
-		tags: [
-			"open-banking",
-			"powens",
-			TagsEnum.Automation
-		],
-		stability: StabilityEnum.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: [BALANCE_CAPABILITY],
-			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: [BALANCE_CAPABILITY],
-			retry: {
-				maxAttempts: 2,
-				backoff: "linear",
-				delayMs: 750
-			}
-		}],
-		transitions: [{
-			from: "refresh-balances",
-			to: "fetch-balances"
-		}]
-	}
-};
-
-//#endregion
-export { refreshOpenBankingBalancesWorkflow };

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

@@ -1,6 +0,0 @@
-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

@@ -1,66 +0,0 @@
-import { OwnersEnum, StabilityEnum, TagsEnum } from "../libs/contracts/dist/ownership.js";
-
-//#region src/workflows/sync-openbanking-accounts.ts
-const ACCOUNT_CAPABILITY = {
-	key: "openbanking.accounts.read",
-	version: 1
-};
-const syncOpenBankingAccountsWorkflow = {
-	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: [OwnersEnum.PlatformFinance],
-		tags: [
-			"open-banking",
-			"powens",
-			TagsEnum.Automation
-		],
-		stability: StabilityEnum.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: [ACCOUNT_CAPABILITY],
-			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: [ACCOUNT_CAPABILITY],
-			retry: {
-				maxAttempts: 2,
-				backoff: "linear",
-				delayMs: 750
-			}
-		}],
-		transitions: [{
-			from: "sync-accounts",
-			to: "fetch-accounts"
-		}]
-	}
-};
-
-//#endregion
-export { syncOpenBankingAccountsWorkflow };