@warmio/contracts 1.0.0

package/dist/schemas/financial-context.d.ts.map

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package/dist/schemas/financial-context.js

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+import { z } from 'zod';
+export const FINANCIAL_CONTEXT_VERSIONS = ['v1'];
+export const FINANCIAL_CONTEXT_CURRENCIES = ['USD'];
+export const FINANCIAL_CONTEXT_ACCOUNT_TYPES = [
+    'depository',
+    'credit',
+    'loan',
+    'investment',
+    'brokerage',
+    'other',
+];
+export const FINANCIAL_CONTEXT_ACCOUNT_GROUPS = ['cash', 'debt', 'investments'];
+export const FINANCIAL_CONTEXT_RECURRING_DIRECTIONS = ['inflow', 'outflow'];
+export const FINANCIAL_CONTEXT_RECURRING_STATUSES = ['active', 'inactive', 'dismissed'];
+export const FINANCIAL_CONTEXT_BUDGET_TYPES = ['category', 'merchant'];
+export const FINANCIAL_CONTEXT_BUDGET_PERIODS = ['weekly', 'biweekly', 'monthly'];
+export const FINANCIAL_CONTEXT_BUDGET_STATUSES = ['under', 'warning', 'over'];
+export const FINANCIAL_CONTEXT_GOAL_STATUSES = [
+    'not_started',
+    'in_progress',
+    'on_track',
+    'behind',
+    'completed',
+];
+export const FINANCIAL_CONTEXT_LIABILITY_TYPES = [
+    'credit',
+    'student',
+    'mortgage',
+    'other',
+];
+export const FINANCIAL_CONTEXT_RATE_TYPES = ['fixed', 'variable'];
+export const FINANCIAL_CONTEXT_HOLDING_TYPES = [
+    'cash',
+    'derivative',
+    'equity',
+    'etf',
+    'fixed_income',
+    'mutual_fund',
+    'other',
+];
+export const FREQUENCIES = [
+    'WEEKLY',
+    'BIWEEKLY',
+    'MONTHLY',
+    'QUARTERLY',
+    'SEMI_ANNUALLY',
+    'ANNUALLY',
+];
+export const LATEST_FINANCIAL_CONTEXT_TRANSACTION_WINDOW_DAYS = 10;
+const monthSchema = z.string().regex(/^\d{4}-(0[1-9]|1[0-2])$/, 'Expected YYYY-MM month.');
+const dateSchema = z.string().regex(/^\d{4}-\d{2}-\d{2}$/, 'Expected YYYY-MM-DD date.');
+const dateTimeSchema = z.string().datetime({ offset: true });
+const nullableString = z.string().nullable();
+const nullableDate = dateSchema.nullable();
+const nullableDateTime = dateTimeSchema.nullable();
+const nullableNumber = z.number().finite().nullable();
+const countSchema = z.number().int().nonnegative();
+export const financialContextAccountSchema = z
+    .object({
+    id: z.string(),
+    name: z.string(),
+    source: z.enum(['plaid', 'manual', 'csv_import']).nullable(),
+    type: z.enum(FINANCIAL_CONTEXT_ACCOUNT_TYPES),
+    subtype: nullableString,
+    group: z.enum(FINANCIAL_CONTEXT_ACCOUNT_GROUPS).nullable(),
+    institution: nullableString,
+    mask: nullableString,
+    balance: nullableNumber,
+    available: nullableNumber,
+    currency: nullableString,
+    updated_at: nullableDateTime,
+})
+    .strict();
+export const financialContextTransactionSchema = z
+    .object({
+    id: z.string(),
+    account_id: nullableString,
+    date: nullableDate,
+    amount: z.number().finite(),
+    merchant: nullableString,
+    name: nullableString,
+    category: nullableString,
+    subcategory: nullableString,
+    pending: z.boolean().nullable(),
+    currency: nullableString,
+})
+    .strict();
+export const financialContextPositionSchema = z
+    .object({
+    date: nullableDate,
+    net_worth: nullableNumber,
+    cash: nullableNumber,
+    debt: nullableNumber,
+    investments: nullableNumber,
+    other_assets: nullableNumber,
+    total_assets: nullableNumber,
+})
+    .strict();
+export const financialContextStatusSchema = z
+    .object({
+    position: financialContextPositionSchema.nullable(),
+    accounts: z.array(financialContextAccountSchema),
+})
+    .strict();
+export const financialContextTransactionIndexSchema = z
+    .object({
+    total: countSchema,
+    months: z.array(z.object({ month: monthSchema, count: countSchema }).strict()),
+})
+    .strict();
+export const financialContextRecurringSchema = z
+    .object({
+    id: z.string(),
+    account_id: nullableString,
+    direction: z.enum(FINANCIAL_CONTEXT_RECURRING_DIRECTIONS).nullable(),
+    frequency: z.enum(FREQUENCIES).nullable(),
+    status: z.enum(FINANCIAL_CONTEXT_RECURRING_STATUSES).nullable(),
+    merchant: nullableString,
+    amount: nullableNumber,
+    next_date: nullableDate,
+})
+    .strict();
+export const financialContextBudgetSchema = z
+    .object({
+    id: z.string(),
+    name: z.string(),
+    type: z.enum(FINANCIAL_CONTEXT_BUDGET_TYPES),
+    period: z.enum(FINANCIAL_CONTEXT_BUDGET_PERIODS),
+    status: z.enum(FINANCIAL_CONTEXT_BUDGET_STATUSES),
+    amount: z.number().finite(),
+    spent: z.number().finite(),
+    remaining: z.number().finite(),
+    used_percent: z.number().finite(),
+})
+    .strict();
+export const financialContextGoalSchema = z
+    .object({
+    id: z.string(),
+    name: z.string(),
+    category: z.string(),
+    status: z.enum(FINANCIAL_CONTEXT_GOAL_STATUSES),
+    target: z.number().finite(),
+    current: z.number().finite(),
+    progress_percent: z.number().finite(),
+    target_date: nullableDate,
+})
+    .strict();
+export const financialContextSnapshotSchema = z
+    .object({
+    date: dateSchema,
+    net_worth: nullableNumber,
+    cash: nullableNumber,
+    debt: nullableNumber,
+    income: nullableNumber,
+    expenses: nullableNumber,
+    cash_flow: nullableNumber,
+    savings_rate: nullableNumber,
+    investments: nullableNumber,
+    assets: nullableNumber,
+    health_score: nullableNumber,
+})
+    .strict();
+export const financialContextLiabilitySchema = z
+    .object({
+    account_id: nullableString,
+    type: z.enum(FINANCIAL_CONTEXT_LIABILITY_TYPES).nullable(),
+    balance: nullableNumber,
+    minimum_payment: nullableNumber,
+    due_date: nullableDate,
+    interest_rate: nullableNumber,
+    rate_type: z.enum(FINANCIAL_CONTEXT_RATE_TYPES).nullable(),
+    overdue: z.boolean().nullable(),
+})
+    .strict();
+export const financialContextHoldingSchema = z
+    .object({
+    account_id: nullableString,
+    symbol: nullableString,
+    name: nullableString,
+    type: z.enum(FINANCIAL_CONTEXT_HOLDING_TYPES).nullable(),
+    quantity: nullableNumber,
+    value: nullableNumber,
+    cost_basis: nullableNumber,
+})
+    .strict();
+export const financialContextHealthSchema = z
+    .object({
+    score: z.number().finite(),
+    label: z.enum(['Needs Attention', 'Good', 'Strong']),
+    level: z.enum(['strong', 'good', 'fair', 'poor', 'critical']),
+    summary: z.string(),
+    data_completeness: z.number().finite(),
+    pillars: z
+        .object({
+        spend: nullableNumber,
+        save: nullableNumber,
+        borrow: nullableNumber,
+        build: nullableNumber,
+    })
+        .strict()
+        .nullable(),
+})
+    .strict();
+export const financialContextSchema = z
+    .object({
+    version: z.enum(FINANCIAL_CONTEXT_VERSIONS),
+    updated_at: dateTimeSchema,
+    currency: z.enum(FINANCIAL_CONTEXT_CURRENCIES),
+    status: financialContextStatusSchema,
+    transactions: financialContextTransactionIndexSchema,
+    recurring: z.array(financialContextRecurringSchema),
+    budgets: z.array(financialContextBudgetSchema),
+    goals: z.array(financialContextGoalSchema),
+    snapshots: z.array(financialContextSnapshotSchema),
+    liabilities: z.array(financialContextLiabilitySchema),
+    holdings: z.array(financialContextHoldingSchema),
+    health: financialContextHealthSchema.nullable(),
+})
+    .strict();
+export const financialContextMetaSchema = z
+    .object({
+    version: z.enum(FINANCIAL_CONTEXT_VERSIONS),
+    user_id: z.string(),
+    context_id: z.string(),
+    generated_at: dateTimeSchema,
+    updated_at: dateTimeSchema,
+    content_hash: z.string(),
+    byte_length: countSchema,
+    counts: z
+        .object({
+        accounts: countSchema,
+        transaction_months: countSchema,
+        transactions: countSchema,
+        snapshots: countSchema,
+    })
+        .strict(),
+})
+    .strict();
+export const transactionMonthSchema = z
+    .object({
+    month: monthSchema,
+    start_date: dateSchema,
+    end_date: dateSchema,
+    count: countSchema,
+    items: z.array(financialContextTransactionSchema),
+})
+    .strict();
+export const latestTransactionsSchema = z
+    .object({
+    since: dateSchema,
+    window_days: z.literal(LATEST_FINANCIAL_CONTEXT_TRANSACTION_WINDOW_DAYS),
+    count: countSchema,
+    items: z.array(financialContextTransactionSchema),
+})
+    .strict();
+export const financialContextTransactionsRequestSchema = z.union([
+    z
+        .object({
+        month: z.string().regex(/^\d{4}-(0[1-9]|1[0-2])$/),
+        latest: z.undefined().optional(),
+    })
+        .strict(),
+    z.object({ month: z.undefined().optional(), latest: z.literal('1') }).strict(),
+]);
+export const financialContextRebuildRequestSchema = z
+    .object({
+    user_id: z.string().min(1, 'Missing required field: user_id'),
+    reason: z.enum(['data_arrival', 'edit', 'daily_sweep', 'first_read']).optional(),
+})
+    .strip();
+//# sourceMappingURL=financial-context.js.map

package/dist/schemas/financial-context.js.map

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package/dist/schemas/index.d.ts

@@ -0,0 +1,4 @@
+export * from './automation.js';
+export * from './common.js';
+export * from './financial-context.js';
+//# sourceMappingURL=index.d.ts.map

package/dist/schemas/index.d.ts.map

@@ -0,0 +1 @@
+{"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../../src/schemas/index.ts"],"names":[],"mappings":"AAAA,cAAc,iBAAiB,CAAC;AAChC,cAAc,aAAa,CAAC;AAC5B,cAAc,wBAAwB,CAAC"}

package/dist/schemas/index.js

@@ -0,0 +1,4 @@
+export * from './automation.js';
+export * from './common.js';
+export * from './financial-context.js';
+//# sourceMappingURL=index.js.map

package/dist/schemas/index.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"index.js","sourceRoot":"","sources":["../../src/schemas/index.ts"],"names":[],"mappings":"AAAA,cAAc,iBAAiB,CAAC;AAChC,cAAc,aAAa,CAAC;AAC5B,cAAc,wBAAwB,CAAC"}

package/dist/types.d.ts

@@ -0,0 +1,68 @@
+import type { z } from 'zod';
+import type { automationInputSchema, automationInvocationResponseSchema, automationOperationDescriptorSchema, automationOperationSchema, describeOperationRequestSchema, financialContextMetaSchema, financialContextSchema, financialContextTransactionsRequestSchema, financialContextRebuildRequestSchema, invokeOperationRequestSchema, latestTransactionsSchema, searchOperationsRequestSchema, transactionMonthSchema } from './schemas/index.js';
+export type AutomationInput = z.infer<typeof automationInputSchema>;
+export type AutomationInvocationResponse = z.infer<typeof automationInvocationResponseSchema>;
+export type AutomationOperationDescriptor = z.infer<typeof automationOperationDescriptorSchema>;
+export type AutomationOperation = z.infer<typeof automationOperationSchema>;
+export type DescribeOperationRequest = z.infer<typeof describeOperationRequestSchema>;
+export type FinancialContext = z.infer<typeof financialContextSchema>;
+export type FinancialContextAccount = FinancialContext['status']['accounts'][number];
+export type FinancialContextAccountGroup = NonNullable<FinancialContextAccount['group']>;
+export type FinancialContextAccountType = FinancialContextAccount['type'];
+export type FinancialContextBudget = FinancialContext['budgets'][number];
+export type FinancialContextBudgetPeriod = FinancialContextBudget['period'];
+export type FinancialContextBudgetStatus = FinancialContextBudget['status'];
+export type FinancialContextBudgetType = FinancialContextBudget['type'];
+export type FinancialContextCurrency = FinancialContext['currency'];
+export type FinancialContextGoal = FinancialContext['goals'][number];
+export type FinancialContextGoalStatus = FinancialContextGoal['status'];
+export type FinancialContextHealth = NonNullable<FinancialContext['health']>;
+export type FinancialContextHolding = FinancialContext['holdings'][number];
+export type FinancialContextHoldingType = NonNullable<FinancialContextHolding['type']>;
+export type FinancialContextLiability = FinancialContext['liabilities'][number];
+export type FinancialContextLiabilityType = NonNullable<FinancialContextLiability['type']>;
+export type FinancialContextMeta = z.infer<typeof financialContextMetaSchema>;
+export type FinancialContextPosition = NonNullable<FinancialContext['status']['position']>;
+export type FinancialContextRateType = NonNullable<FinancialContextLiability['rate_type']>;
+export type FinancialContextRecurring = FinancialContext['recurring'][number];
+export type FinancialContextRecurringDirection = NonNullable<FinancialContextRecurring['direction']>;
+export type FinancialContextRecurringStatus = NonNullable<FinancialContextRecurring['status']>;
+export type FinancialContextResult = {
+    context: FinancialContext;
+    meta: FinancialContextMeta;
+};
+export type FinancialContextSnapshot = FinancialContext['snapshots'][number];
+export type FinancialContextStatus = FinancialContext['status'];
+export type FinancialContextTransactionIndex = FinancialContext['transactions'];
+export type FinancialContextRebuildResult = {
+    context: FinancialContext;
+    meta: FinancialContextMeta;
+    months: TransactionMonth[];
+    status: 'rebuilt';
+};
+export type FinancialContextTransactionsRequest = z.infer<typeof financialContextTransactionsRequestSchema>;
+export type FinancialContextTransactionsBody = LatestTransactions | TransactionMonth;
+export type FinancialContextTransactionsResult = {
+    meta: FinancialContextMeta;
+    transactions: FinancialContextTransactionsBody;
+};
+export type FinancialContextTransaction = z.infer<typeof import('./schemas/financial-context.js').financialContextTransactionSchema>;
+export type FinancialContextVersion = FinancialContext['version'];
+export type FinancialContextRebuildRequest = z.infer<typeof financialContextRebuildRequestSchema>;
+export type InvokeOperationRequest = z.infer<typeof invokeOperationRequestSchema>;
+export type LatestTransactions = z.infer<typeof latestTransactionsSchema>;
+export type SearchOperationsRequest = z.infer<typeof searchOperationsRequestSchema>;
+export type TransactionMonth = z.infer<typeof transactionMonthSchema>;
+export type CompleteDataExport = {
+    data: {
+        context: FinancialContext;
+        transaction_months: TransactionMonth[];
+    };
+    manifest: {
+        counts: FinancialContextMeta['counts'];
+        generated_at: string;
+        schema_version: 'v1';
+        updated_at: string;
+    };
+};
+//# sourceMappingURL=types.d.ts.map

package/dist/types.d.ts.map

@@ -0,0 +1 @@
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package/dist/types.js

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+export {};
+//# sourceMappingURL=types.js.map

package/dist/types.js.map

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+{"version":3,"file":"types.js","sourceRoot":"","sources":["../src/types.ts"],"names":[],"mappings":""}

package/package.json

@@ -0,0 +1,94 @@
+{
+  "name": "@warmio/contracts",
+  "version": "1.0.0",
+  "description": "Side-effect-free public API and MCP contracts for Warm.",
+  "license": "UNLICENSED",
+  "type": "module",
+  "sideEffects": false,
+  "repository": {
+    "type": "git",
+    "url": "git+https://github.com/jasonstockman/warm-app.git",
+    "directory": "libraries/contracts"
+  },
+  "homepage": "https://github.com/jasonstockman/warm-app/tree/master/libraries/contracts",
+  "publishConfig": {
+    "access": "public"
+  },
+  "files": [
+    "dist"
+  ],
+  "types": "./dist/index.d.ts",
+  "typesVersions": {
+    "*": {
+      "api": [
+        "dist/api/index.d.ts"
+      ],
+      "manifest": [
+        "dist/manifest.d.ts"
+      ],
+      "schemas": [
+        "dist/schemas/index.d.ts"
+      ],
+      "types": [
+        "dist/types.d.ts"
+      ],
+      "examples": [
+        "dist/examples/index.d.ts"
+      ],
+      "mcp": [
+        "dist/mcp/index.d.ts"
+      ],
+      "openapi": [
+        "dist/openapi/index.d.ts"
+      ]
+    }
+  },
+  "exports": {
+    ".": {
+      "types": "./dist/index.d.ts",
+      "default": "./dist/index.js"
+    },
+    "./api": {
+      "types": "./dist/api/index.d.ts",
+      "default": "./dist/api/index.js"
+    },
+    "./schemas": {
+      "types": "./dist/schemas/index.d.ts",
+      "default": "./dist/schemas/index.js"
+    },
+    "./types": {
+      "types": "./dist/types.d.ts",
+      "default": "./dist/types.js"
+    },
+    "./manifest": {
+      "types": "./dist/manifest.d.ts",
+      "default": "./dist/manifest.js"
+    },
+    "./examples": {
+      "types": "./dist/examples/index.d.ts",
+      "default": "./dist/examples/index.js"
+    },
+    "./mcp": {
+      "types": "./dist/mcp/index.d.ts",
+      "default": "./dist/mcp/index.js"
+    },
+    "./openapi": {
+      "types": "./dist/openapi/index.d.ts",
+      "default": "./dist/openapi/index.js"
+    }
+  },
+  "scripts": {
+    "build": "tsc -p tsconfig.build.json && node scripts/copy-openapi-template.mjs",
+    "typecheck": "tsc --noEmit",
+    "pack:check": "pnpm pack --dry-run"
+  },
+  "dependencies": {
+    "yaml": "^2.9.0",
+    "zod": "^3.25.76",
+    "zod-to-json-schema": "3.25.2"
+  },
+  "devDependencies": {
+    "@types/node": "^24.10.9",
+    "typescript": "7.0.2"
+  }
+}