@warmio/contracts 2.0.0 → 3.0.2

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

@@ -14,6 +14,15 @@ export declare const FINANCIAL_CONTEXT_RATE_TYPES: readonly ['fixed', 'variable'
 export declare const FINANCIAL_CONTEXT_HOLDING_TYPES: readonly ['cash', 'derivative', 'equity', 'etf', 'fixed_income', 'mutual_fund', 'other'];
 export declare const FREQUENCIES: readonly ['WEEKLY', 'BIWEEKLY', 'MONTHLY', 'QUARTERLY', 'SEMI_ANNUALLY', 'ANNUALLY'];
 export declare const LATEST_FINANCIAL_CONTEXT_TRANSACTION_WINDOW_DAYS = 10;
+export declare const FINANCIAL_CONTEXT_POSITION_DESCRIPTION = "The status.position field is a point-in-time (as-of-date) balance snapshot, separate from transaction and behavior windows. A null position means no position snapshot is available.";
+export declare const financialContextMonthSchema: z.ZodString;
+export declare function normalizeFinancialContextTransactionSelector(period: string): {
+    readonly latest: true;
+    readonly month?: never;
+} | {
+    readonly latest?: never;
+    readonly month: string;
+};
 export declare const financialContextAccountSchema: z.ZodObject<{
     id: z.ZodString;
     name: z.ZodString;
@@ -352,6 +361,7 @@ export declare const financialContextSnapshotSchema: z.ZodObject<{
     investments: z.ZodNullable<z.ZodNumber>;
     assets: z.ZodNullable<z.ZodNumber>;
     health_score: z.ZodNullable<z.ZodNumber>;
+    health_score_model_version: z.ZodNullable<z.ZodLiteral<2>>;
 }, "strict", z.ZodTypeAny, {
     date: string;
     net_worth: number | null;
@@ -364,6 +374,7 @@ export declare const financialContextSnapshotSchema: z.ZodObject<{
     investments: number | null;
     assets: number | null;
     health_score: number | null;
+    health_score_model_version: 2 | null;
 }, {
     date: string;
     net_worth: number | null;
@@ -376,6 +387,7 @@ export declare const financialContextSnapshotSchema: z.ZodObject<{
     investments: number | null;
     assets: number | null;
     health_score: number | null;
+    health_score_model_version: 2 | null;
 }>;
 export declare const financialContextLiabilitySchema: z.ZodObject<{
     account_id: z.ZodNullable<z.ZodString>;
@@ -432,6 +444,8 @@ export declare const financialContextHoldingSchema: z.ZodObject<{
 }>;
 export declare const financialContextHealthSchema: z.ZodObject<{
     score: z.ZodNumber;
+    model_version: z.ZodLiteral<2>;
+    record_count: z.ZodNumber;
     label: z.ZodEnum<["Needs Attention", "Good", "Strong"]>;
     level: z.ZodEnum<["strong", "good", "fair", "poor", "critical"]>;
     summary: z.ZodString;
@@ -454,6 +468,8 @@ export declare const financialContextHealthSchema: z.ZodObject<{
     }>>;
 }, "strict", z.ZodTypeAny, {
     score: number;
+    model_version: 2;
+    record_count: number;
     label: "Good" | "Needs Attention" | "Strong";
     level: "critical" | "fair" | "good" | "poor" | "strong";
     summary: string;
@@ -466,6 +482,8 @@ export declare const financialContextHealthSchema: z.ZodObject<{
     } | null;
 }, {
     score: number;
+    model_version: 2;
+    record_count: number;
     label: "Good" | "Needs Attention" | "Strong";
     level: "critical" | "fair" | "good" | "poor" | "strong";
     summary: string;
@@ -720,6 +738,7 @@ export declare const financialContextSchema: z.ZodObject<{
         investments: z.ZodNullable<z.ZodNumber>;
         assets: z.ZodNullable<z.ZodNumber>;
         health_score: z.ZodNullable<z.ZodNumber>;
+        health_score_model_version: z.ZodNullable<z.ZodLiteral<2>>;
     }, "strict", z.ZodTypeAny, {
         date: string;
         net_worth: number | null;
@@ -732,6 +751,7 @@ export declare const financialContextSchema: z.ZodObject<{
         investments: number | null;
         assets: number | null;
         health_score: number | null;
+        health_score_model_version: 2 | null;
     }, {
         date: string;
         net_worth: number | null;
@@ -744,6 +764,7 @@ export declare const financialContextSchema: z.ZodObject<{
         investments: number | null;
         assets: number | null;
         health_score: number | null;
+        health_score_model_version: 2 | null;
     }>, "many">;
     liabilities: z.ZodArray<z.ZodObject<{
         account_id: z.ZodNullable<z.ZodString>;
@@ -800,6 +821,8 @@ export declare const financialContextSchema: z.ZodObject<{
     }>, "many">;
     health: z.ZodNullable<z.ZodObject<{
         score: z.ZodNumber;
+        model_version: z.ZodLiteral<2>;
+        record_count: z.ZodNumber;
         label: z.ZodEnum<["Needs Attention", "Good", "Strong"]>;
         level: z.ZodEnum<["strong", "good", "fair", "poor", "critical"]>;
         summary: z.ZodString;
@@ -822,6 +845,8 @@ export declare const financialContextSchema: z.ZodObject<{
         }>>;
     }, "strict", z.ZodTypeAny, {
         score: number;
+        model_version: 2;
+        record_count: number;
         label: "Good" | "Needs Attention" | "Strong";
         level: "critical" | "fair" | "good" | "poor" | "strong";
         summary: string;
@@ -834,6 +859,8 @@ export declare const financialContextSchema: z.ZodObject<{
         } | null;
     }, {
         score: number;
+        model_version: 2;
+        record_count: number;
         label: "Good" | "Needs Attention" | "Strong";
         level: "critical" | "fair" | "good" | "poor" | "strong";
         summary: string;
@@ -924,6 +951,7 @@ export declare const financialContextSchema: z.ZodObject<{
         investments: number | null;
         assets: number | null;
         health_score: number | null;
+        health_score_model_version: 2 | null;
     }[];
     liabilities: {
         account_id: string | null;
@@ -946,6 +974,8 @@ export declare const financialContextSchema: z.ZodObject<{
     }[];
     health: {
         score: number;
+        model_version: 2;
+        record_count: number;
         label: "Good" | "Needs Attention" | "Strong";
         level: "critical" | "fair" | "good" | "poor" | "strong";
         summary: string;
@@ -1036,6 +1066,7 @@ export declare const financialContextSchema: z.ZodObject<{
         investments: number | null;
         assets: number | null;
         health_score: number | null;
+        health_score_model_version: 2 | null;
     }[];
     liabilities: {
         account_id: string | null;
@@ -1058,6 +1089,8 @@ export declare const financialContextSchema: z.ZodObject<{
     }[];
     health: {
         score: number;
+        model_version: 2;
+        record_count: number;
         label: "Good" | "Needs Attention" | "Strong";
         level: "critical" | "fair" | "good" | "poor" | "strong";
         summary: string;

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

@@ -1 +1 @@
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+{"version":3,"file":"financial-context.d.ts","sourceRoot":"","sources":["../../src/schemas/financial-context.ts"],"names":[],"mappings":"AAAA,OAAO,EAAE,CAAC,EAAE,MAAM,KAAK,CAAC;AAExB,eAAO,MAAM,0BAA0B,YAAI,IAAI,CAAU,CAAC;AAC1D,eAAO,MAAM,4BAA4B,YAAI,KAAK,CAAU,CAAC;AAC7D,eAAO,MAAM,+BAA+B,YAC1C,YAAY,EACZ,QAAQ,EACR,MAAM,EACN,YAAY,EACZ,WAAW,EACX,OAAO,CACC,CAAC;AACX,eAAO,MAAM,gCAAgC,YAAI,MAAM,EAAE,MAAM,EAAE,aAAa,CAAU,CAAC;AACzF,eAAO,MAAM,sCAAsC,YAAI,QAAQ,EAAE,SAAS,CAAU,CAAC;AACrF,eAAO,MAAM,oCAAoC,YAAI,QAAQ,EAAE,UAAU,EAAE,WAAW,CAAU,CAAC;AACjG,eAAO,MAAM,8BAA8B,YAAI,UAAU,EAAE,UAAU,CAAU,CAAC;AAChF,eAAO,MAAM,gCAAgC,YAAI,QAAQ,EAAE,UAAU,EAAE,SAAS,CAAU,CAAC;AAC3F,eAAO,MAAM,iCAAiC,YAAI,OAAO,EAAE,SAAS,EAAE,MAAM,CAAU,CAAC;AACvF,eAAO,MAAM,+BAA+B,YAC1C,aAAa,EACb,aAAa,EACb,UAAU,EACV,QAAQ,EACR,WAAW,CACH,CAAC;AACX,eAAO,MAAM,iCAAiC,YAC5C,QAAQ,EACR,SAAS,EACT,UAAU,EACV,OAAO,CACC,CAAC;AACX,eAAO,MAAM,4BAA4B,YAAI,OAAO,EAAE,UAAU,CAAU,CAAC;AAC3E,eAAO,MAAM,+BAA+B,YAC1C,MAAM,EACN,YAAY,EACZ,QAAQ,EACR,KAAK,EACL,cAAc,EACd,aAAa,EACb,OAAO,CACC,CAAC;AACX,eAAO,MAAM,WAAW,YACtB,QAAQ,EACR,UAAU,EACV,SAAS,EACT,WAAW,EACX,eAAe,EACf,UAAU,CACF,CAAC;AACX,eAAO,MAAM,gDAAgD,KAAK,CAAC;AACnE,eAAO,MAAM,sCAAsC,yLACqI,CAAC;AAEzL,eAAO,MAAM,2BAA2B,aAEsB,CAAC;AAE/D,wBAAgB,4CAA4C,CAAC,MAAM,EAAE,MAAM;;;;;;EAM1E;AAUD,eAAO,MAAM,6BAA6B;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAe/B,CAAC;AAEZ,eAAO,MAAM,iCAAiC;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAanC,CAAC;AAEZ,eAAO,MAAM,8BAA8B;;;;;;;;;;;;;;;;;;;;;;;;EAWQ,CAAC;AAEpD,eAAO,MAAM,4BAA4B;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAO9B,CAAC;AAEZ,eAAO,MAAM,sCAAsC;;;;;;;;;;;;;;;;;;;;;;;;EAKxC,CAAC;AAEZ,eAAO,MAAM,+BAA+B;;;;;;;;;;;;;;;;;;;;;;;;;;;EAWjC,CAAC;AAEZ,eAAO,MAAM,4BAA4B;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAY9B,CAAC;AAEZ,eAAO,MAAM,0BAA0B;;;;;;;;;;;;;;;;;;;;;;;;;;;EAW5B,CAAC;AAEZ,eAAO,MAAM,8BAA8B;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAehC,CAAC;AAEZ,eAAO,MAAM,+BAA+B;;;;;;;;;;;;;;;;;;;;;;;;;;;EAWjC,CAAC;AAEZ,eAAO,MAAM,6BAA6B;;;;;;;;;;;;;;;;;;;;;;;;EAU/B,CAAC;AAEZ,eAAO,MAAM,4BAA4B;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAmB9B,CAAC;AAEZ,eAAO,MAAM,sBAAsB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAexB,CAAC;AAEZ,eAAO,MAAM,0BAA0B;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAkB5B,CAAC;AAEZ,eAAO,MAAM,sBAAsB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAQxB,CAAC;AAEZ,eAAO,MAAM,wBAAwB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;EAO1B,CAAC;AAEZ,eAAO,MAAM,yCAAyC;;;;;;;;;;;;;;;;;;IAQpD,CAAC;AAEH,eAAO,MAAM,oCAAoC;;;;;;;;;EAKvC,CAAC"}

package/dist/schemas/financial-context.js

@@ -47,7 +47,16 @@ export const FREQUENCIES = [
     'ANNUALLY',
 ];
 export const LATEST_FINANCIAL_CONTEXT_TRANSACTION_WINDOW_DAYS = 10;
-const monthSchema = z.string().regex(/^\d{4}-(0[1-9]|1[0-2])$/, 'Expected YYYY-MM month.');
+export const FINANCIAL_CONTEXT_POSITION_DESCRIPTION = 'The status.position field is a point-in-time (as-of-date) balance snapshot, separate from transaction and behavior windows. A null position means no position snapshot is available.';
+export const financialContextMonthSchema = z
+    .string()
+    .regex(/^\d{4}-(0[1-9]|1[0-2])$/, 'Expected YYYY-MM month.');
+export function normalizeFinancialContextTransactionSelector(period) {
+    if (period === 'latest') {
+        return { latest: true };
+    }
+    return { month: financialContextMonthSchema.parse(period) };
+}
 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();
@@ -95,17 +104,20 @@ export const financialContextPositionSchema = z
     other_assets: nullableNumber,
     total_assets: nullableNumber,
 })
-    .strict();
+    .strict()
+    .describe(FINANCIAL_CONTEXT_POSITION_DESCRIPTION);
 export const financialContextStatusSchema = z
     .object({
-    position: financialContextPositionSchema.nullable(),
+    position: financialContextPositionSchema
+        .nullable()
+        .describe(FINANCIAL_CONTEXT_POSITION_DESCRIPTION),
     accounts: z.array(financialContextAccountSchema),
 })
     .strict();
 export const financialContextTransactionIndexSchema = z
     .object({
     total: countSchema,
-    months: z.array(z.object({ month: monthSchema, count: countSchema }).strict()),
+    months: z.array(z.object({ month: financialContextMonthSchema, count: countSchema }).strict()),
 })
     .strict();
 export const financialContextRecurringSchema = z
@@ -158,6 +170,7 @@ export const financialContextSnapshotSchema = z
     investments: nullableNumber,
     assets: nullableNumber,
     health_score: nullableNumber,
+    health_score_model_version: z.literal(2).nullable(),
 })
     .strict();
 export const financialContextLiabilitySchema = z
@@ -186,6 +199,8 @@ export const financialContextHoldingSchema = z
 export const financialContextHealthSchema = z
     .object({
     score: z.number().finite(),
+    model_version: z.literal(2),
+    record_count: countSchema,
     label: z.enum(['Needs Attention', 'Good', 'Strong']),
     level: z.enum(['strong', 'good', 'fair', 'poor', 'critical']),
     summary: z.string(),
@@ -238,7 +253,7 @@ export const financialContextMetaSchema = z
     .strict();
 export const transactionMonthSchema = z
     .object({
-    month: monthSchema,
+    month: financialContextMonthSchema,
     start_date: dateSchema,
     end_date: dateSchema,
     count: countSchema,
@@ -256,7 +271,7 @@ export const latestTransactionsSchema = z
 export const financialContextTransactionsRequestSchema = z.union([
     z
         .object({
-        month: z.string().regex(/^\d{4}-(0[1-9]|1[0-2])$/),
+        month: financialContextMonthSchema,
         latest: z.undefined().optional(),
     })
         .strict(),

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

@@ -1 +1 @@
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package/dist/schemas/index.d.ts

@@ -1,4 +1,5 @@
 export * from './automation.js';
 export * from './common.js';
 export * from './financial-context.js';
+export * from './public-api.js';
 //# sourceMappingURL=index.d.ts.map

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

@@ -1 +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"}
+{"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;AACvC,cAAc,iBAAiB,CAAC"}

package/dist/schemas/index.js

@@ -1,4 +1,5 @@
 export * from './automation.js';
 export * from './common.js';
 export * from './financial-context.js';
+export * from './public-api.js';
 //# sourceMappingURL=index.js.map

package/dist/schemas/index.js.map

@@ -1 +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"}
+{"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;AACvC,cAAc,iBAAiB,CAAC"}