@yigemo/choosefire 0.1.0
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/README.md +83 -0
- package/contracts/choosefire-family-wealth/v2/capability-matrix.v1.json +464 -0
- package/contracts/choosefire-family-wealth/v2/golden/performance.v1.json +79 -0
- package/contracts/choosefire-family-wealth/v2/golden/r2-contract.v1.json +1070 -0
- package/contracts/choosefire-family-wealth/v2/golden/scenarios.v1.json +241 -0
- package/contracts/choosefire-family-wealth/v2/golden/transport.v1.json +207 -0
- package/contracts/choosefire-family-wealth/v2/manifest.json +58 -0
- package/contracts/choosefire-family-wealth/v2/openapi.generated.json +2605 -0
- package/contracts/choosefire-family-wealth/v2/runtime-schemas/family-wealth.v2.schema.json +2127 -0
- package/contracts/choosefire-family-wealth/v2/taxonomies/account-types.v1.json +41 -0
- package/contracts/choosefire-family-wealth/v2/taxonomies/asset-classes.v1.json +45 -0
- package/contracts/choosefire-family-wealth/v2/taxonomies/transaction-types.v1.json +57 -0
- package/contracts/choosefire-financial-workspace/v1/field-registry.generated.json +137 -0
- package/contracts/choosefire-financial-workspace/v1/field-registry.manifest.json +11 -0
- package/contracts/choosefire-financial-workspace/v1/golden/commands.invalid.json +583 -0
- package/contracts/choosefire-financial-workspace/v1/golden/commands.valid.json +201 -0
- package/contracts/choosefire-financial-workspace/v1/golden/cursors.invalid.json +82 -0
- package/contracts/choosefire-financial-workspace/v1/golden/errors.invalid.json +191 -0
- package/contracts/choosefire-financial-workspace/v1/golden/errors.valid.json +298 -0
- package/contracts/choosefire-financial-workspace/v1/golden/fingerprints.json +105 -0
- package/contracts/choosefire-financial-workspace/v1/golden/projections.invalid.json +3543 -0
- package/contracts/choosefire-financial-workspace/v1/golden/projections.valid.json +2953 -0
- package/contracts/choosefire-financial-workspace/v1/manifest.json +69 -0
- package/contracts/choosefire-financial-workspace/v1/openapi.generated.json +1987 -0
- package/contracts/choosefire-financial-workspace/v1/runtime-schemas/financial-workspace.v1.schema.json +1496 -0
- package/dist/args.d.ts +5 -0
- package/dist/args.js +60 -0
- package/dist/args.js.map +1 -0
- package/dist/auth.d.ts +55 -0
- package/dist/auth.js +480 -0
- package/dist/auth.js.map +1 -0
- package/dist/commands.d.ts +4 -0
- package/dist/commands.js +637 -0
- package/dist/commands.js.map +1 -0
- package/dist/config.d.ts +10 -0
- package/dist/config.js +74 -0
- package/dist/config.js.map +1 -0
- package/dist/family-wealth-v2-contracts.d.ts +276 -0
- package/dist/family-wealth-v2-contracts.js +77 -0
- package/dist/family-wealth-v2-contracts.js.map +1 -0
- package/dist/family-wealth-v2-http.d.ts +65 -0
- package/dist/family-wealth-v2-http.js +340 -0
- package/dist/family-wealth-v2-http.js.map +1 -0
- package/dist/financial-workspace-contracts.d.ts +191 -0
- package/dist/financial-workspace-contracts.js +282 -0
- package/dist/financial-workspace-contracts.js.map +1 -0
- package/dist/http.d.ts +76 -0
- package/dist/http.js +446 -0
- package/dist/http.js.map +1 -0
- package/dist/index.d.ts +2 -0
- package/dist/index.js +50 -0
- package/dist/index.js.map +1 -0
- package/dist/output.d.ts +18 -0
- package/dist/output.js +111 -0
- package/dist/output.js.map +1 -0
- package/dist/token-store.d.ts +27 -0
- package/dist/token-store.js +408 -0
- package/dist/token-store.js.map +1 -0
- package/dist/types.d.ts +65 -0
- package/dist/types.js +5 -0
- package/dist/types.js.map +1 -0
- package/package.json +43 -0
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{
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"cases": [
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{
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"actorRole": "owner",
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"caseId": "R2-ACCOUNT-CREATE-BANK-001",
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"expectedAssertions": [
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"owner can create a simplified bank account from an empty workspace",
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"receipt advances workspace version from 1 to 2"
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],
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"fixtureId": "CFW-FIX-001",
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"request": {
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"body": {
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"commandId": "10000000-0000-4000-8000-000000000101",
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"expectedObjectRevision": null,
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"expectedWorkspaceVersion": 1,
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"idempotencyKey": "r2-account-bank-create-001",
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"kind": "asset_account.create.v2",
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"payload": {
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"account": {
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"accountType": "bank",
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"aggregationConsent": true,
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"currency": "CNY",
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"maintenanceMode": "simplified",
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"name": "Daily Reserve",
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"ownerSubjectId": "20000000-0000-4000-8000-000000000010",
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"visibility": "household"
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},
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"accountId": "30000000-0000-4000-8000-000000000001"
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},
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"source": {
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"channel": "cli",
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"clientId": "choosefire-cli"
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}
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},
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"method": "POST",
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"path": "/choosefire/v2/workspace/asset-accounts",
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"schema": "AssetAccountCreateCommandV2"
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},
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"response": {
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"body": {
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"code": 0,
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"data": {
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"affectedObjects": [
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{
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"objectId": "30000000-0000-4000-8000-000000000001",
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"objectType": "asset_account"
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}
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],
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"baseWorkspaceVersion": 1,
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"commandId": "10000000-0000-4000-8000-000000000101",
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"committedAt": "2026-08-29T08:00:00.000Z",
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"cursor": "eyJraW5kIjoiZmFtaWx5X3dlYWx0aF9jdXJzb3IudjIifQ.cmctZ29sZGVuLXIx",
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"kind": "command_receipt.v2",
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"projectionHints": [
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"portfolio.tree.v2",
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"workspace.overview.v2"
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],
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"receiptId": "60000000-0000-4000-8000-000000000001",
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"replayed": false,
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"resultWorkspaceVersion": 2,
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"status": "committed"
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},
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"kind": "family_wealth_success.v2",
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"status": "success",
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"success": true
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},
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"httpStatus": 200,
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"schema": "CommandSuccessV2"
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}
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},
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{
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"actorRole": "owner",
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"caseId": "R2-ACCOUNT-CREATE-PROPERTY-001",
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"expectedAssertions": [
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"a simplified property can be represented as a single account",
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"account creation does not require holdings or transactions"
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],
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"fixtureId": "CFW-FIX-001",
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"request": {
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"body": {
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"commandId": "10000000-0000-4000-8000-000000000102",
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"expectedObjectRevision": null,
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"expectedWorkspaceVersion": 2,
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"idempotencyKey": "r2-account-property-create-001",
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"kind": "asset_account.create.v2",
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"payload": {
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"account": {
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"accountType": "property",
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"aggregationConsent": true,
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"currency": "CNY",
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"maintenanceMode": "simplified",
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"name": "Primary Home",
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"ownerSubjectId": "20000000-0000-4000-8000-000000000010",
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"visibility": "household"
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},
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"accountId": "30000000-0000-4000-8000-000000000002"
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},
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"source": {
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"channel": "cli",
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"clientId": "choosefire-cli"
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}
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},
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"method": "POST",
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"path": "/choosefire/v2/workspace/asset-accounts",
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"schema": "AssetAccountCreateCommandV2"
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},
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"response": {
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"body": {
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"code": 0,
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"data": {
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"affectedObjects": [
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{
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"objectId": "30000000-0000-4000-8000-000000000002",
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"objectType": "asset_account"
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}
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],
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"baseWorkspaceVersion": 2,
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"commandId": "10000000-0000-4000-8000-000000000102",
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"committedAt": "2026-08-29T08:00:00.000Z",
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"cursor": "eyJraW5kIjoiZmFtaWx5X3dlYWx0aF9jdXJzb3IudjIifQ.cmctZ29sZGVuLXIx",
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"kind": "command_receipt.v2",
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"projectionHints": [
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"portfolio.tree.v2",
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"workspace.overview.v2"
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],
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"receiptId": "60000000-0000-4000-8000-000000000002",
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"replayed": false,
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"resultWorkspaceVersion": 3,
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"status": "committed"
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},
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"kind": "family_wealth_success.v2",
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"status": "success",
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"success": true
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"httpStatus": 200,
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"schema": "CommandSuccessV2"
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{
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"actorRole": "owner",
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"caseId": "R2-ACCOUNT-UPDATE-001",
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"expectedAssertions": [
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"an owner can replace editable account metadata with an object revision precondition",
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"the receipt advances the workspace version and invalidates portfolio projections"
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],
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"fixtureId": "CFW-FIX-001",
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"request": {
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"body": {
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"commandId": "10000000-0000-4000-8000-000000000111",
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"expectedObjectRevision": 1,
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"expectedWorkspaceVersion": 4,
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"idempotencyKey": "r2-account-bank-update-001",
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"kind": "asset_account.update.v2",
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"payload": {
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"account": {
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"accountType": "bank",
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"aggregationConsent": true,
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"currency": "CNY",
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"maintenanceMode": "simplified",
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"name": "Family Reserve",
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"ownerSubjectId": "20000000-0000-4000-8000-000000000010",
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"visibility": "household"
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},
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"accountId": "30000000-0000-4000-8000-000000000001"
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"source": {
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"channel": "cli",
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"clientId": "choosefire-cli"
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},
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"method": "PUT",
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"path": "/choosefire/v2/workspace/asset-accounts",
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"schema": "AssetAccountUpdateCommandV2"
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"response": {
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"body": {
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"code": 0,
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"data": {
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"affectedObjects": [
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{
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"objectId": "30000000-0000-4000-8000-000000000001",
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"objectType": "asset_account"
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}
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],
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"baseWorkspaceVersion": 4,
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"commandId": "10000000-0000-4000-8000-000000000111",
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"committedAt": "2026-08-29T08:00:00.000Z",
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"cursor": "eyJraW5kIjoiZmFtaWx5X3dlYWx0aF9jdXJzb3IudjIifQ.cmctZ29sZGVuLXIx",
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"kind": "command_receipt.v2",
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"projectionHints": [
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"portfolio.tree.v2",
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"workspace.overview.v2"
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],
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"receiptId": "60000000-0000-4000-8000-000000000011",
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"replayed": false,
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"resultWorkspaceVersion": 5,
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"status": "committed"
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},
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"kind": "family_wealth_success.v2",
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"status": "success",
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"success": true
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},
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"httpStatus": 200,
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"schema": "CommandSuccessV2"
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}
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},
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{
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"actorRole": "owner",
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"caseId": "R2-ACCOUNT-ARCHIVE-001",
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"expectedAssertions": [
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"account removal is a revision-checked archive rather than a destructive delete",
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"archived accounts no longer participate in current projections"
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],
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"fixtureId": "CFW-FIX-001",
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"request": {
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"body": {
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"commandId": "10000000-0000-4000-8000-000000000112",
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"expectedObjectRevision": 2,
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"expectedWorkspaceVersion": 5,
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"idempotencyKey": "r2-account-bank-archive-001",
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"kind": "asset_account.archive.v2",
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"payload": {
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"accountId": "30000000-0000-4000-8000-000000000001",
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"reason": "Account closed by the household"
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},
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"source": {
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"channel": "cli",
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"clientId": "choosefire-cli"
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"method": "POST",
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"path": "/choosefire/v2/workspace/asset-accounts/archive",
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"schema": "AssetAccountArchiveCommandV2"
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"response": {
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"body": {
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"code": 0,
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"data": {
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"affectedObjects": [
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{
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"objectId": "30000000-0000-4000-8000-000000000001",
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"objectType": "asset_account"
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}
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],
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"baseWorkspaceVersion": 5,
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"commandId": "10000000-0000-4000-8000-000000000112",
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"committedAt": "2026-08-29T08:00:00.000Z",
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"cursor": "eyJraW5kIjoiZmFtaWx5X3dlYWx0aF9jdXJzb3IudjIifQ.cmctZ29sZGVuLXIx",
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"kind": "command_receipt.v2",
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"projectionHints": [
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"portfolio.tree.v2",
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"workspace.overview.v2"
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],
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"receiptId": "60000000-0000-4000-8000-000000000012",
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"replayed": false,
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"resultWorkspaceVersion": 6,
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"status": "committed"
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},
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"kind": "family_wealth_success.v2",
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"status": "success",
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"success": true
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},
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"httpStatus": 200,
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"schema": "CommandSuccessV2"
|
|
265
|
+
}
|
|
266
|
+
},
|
|
267
|
+
{
|
|
268
|
+
"actorRole": "owner",
|
|
269
|
+
"caseId": "R2-ACCOUNT-CREATE-BROKERAGE-001",
|
|
270
|
+
"expectedAssertions": [
|
|
271
|
+
"a detailed brokerage account is created without inventing holdings",
|
|
272
|
+
"maintenance mode does not claim a performance level"
|
|
273
|
+
],
|
|
274
|
+
"fixtureId": "CFW-FIX-003",
|
|
275
|
+
"request": {
|
|
276
|
+
"body": {
|
|
277
|
+
"commandId": "10000000-0000-4000-8000-000000000103",
|
|
278
|
+
"expectedObjectRevision": null,
|
|
279
|
+
"expectedWorkspaceVersion": 3,
|
|
280
|
+
"idempotencyKey": "r2-account-brokerage-create-001",
|
|
281
|
+
"kind": "asset_account.create.v2",
|
|
282
|
+
"payload": {
|
|
283
|
+
"account": {
|
|
284
|
+
"accountType": "brokerage",
|
|
285
|
+
"aggregationConsent": true,
|
|
286
|
+
"currency": "CNY",
|
|
287
|
+
"maintenanceMode": "detailed",
|
|
288
|
+
"name": "Brokerage Account",
|
|
289
|
+
"ownerSubjectId": "20000000-0000-4000-8000-000000000010",
|
|
290
|
+
"visibility": "household"
|
|
291
|
+
},
|
|
292
|
+
"accountId": "30000000-0000-4000-8000-000000000003"
|
|
293
|
+
},
|
|
294
|
+
"source": {
|
|
295
|
+
"channel": "cli",
|
|
296
|
+
"clientId": "choosefire-cli"
|
|
297
|
+
}
|
|
298
|
+
},
|
|
299
|
+
"method": "POST",
|
|
300
|
+
"path": "/choosefire/v2/workspace/asset-accounts",
|
|
301
|
+
"schema": "AssetAccountCreateCommandV2"
|
|
302
|
+
},
|
|
303
|
+
"response": {
|
|
304
|
+
"body": {
|
|
305
|
+
"code": 0,
|
|
306
|
+
"data": {
|
|
307
|
+
"affectedObjects": [
|
|
308
|
+
{
|
|
309
|
+
"objectId": "30000000-0000-4000-8000-000000000003",
|
|
310
|
+
"objectType": "asset_account"
|
|
311
|
+
}
|
|
312
|
+
],
|
|
313
|
+
"baseWorkspaceVersion": 3,
|
|
314
|
+
"commandId": "10000000-0000-4000-8000-000000000103",
|
|
315
|
+
"committedAt": "2026-08-29T08:00:00.000Z",
|
|
316
|
+
"cursor": "eyJraW5kIjoiZmFtaWx5X3dlYWx0aF9jdXJzb3IudjIifQ.cmctZ29sZGVuLXIx",
|
|
317
|
+
"kind": "command_receipt.v2",
|
|
318
|
+
"projectionHints": [
|
|
319
|
+
"portfolio.tree.v2",
|
|
320
|
+
"workspace.overview.v2"
|
|
321
|
+
],
|
|
322
|
+
"receiptId": "60000000-0000-4000-8000-000000000003",
|
|
323
|
+
"replayed": false,
|
|
324
|
+
"resultWorkspaceVersion": 4,
|
|
325
|
+
"status": "committed"
|
|
326
|
+
},
|
|
327
|
+
"kind": "family_wealth_success.v2",
|
|
328
|
+
"status": "success",
|
|
329
|
+
"success": true
|
|
330
|
+
},
|
|
331
|
+
"httpStatus": 200,
|
|
332
|
+
"schema": "CommandSuccessV2"
|
|
333
|
+
}
|
|
334
|
+
},
|
|
335
|
+
{
|
|
336
|
+
"actorRole": "owner",
|
|
337
|
+
"caseId": "R2-VALUATION-APPEND-001",
|
|
338
|
+
"expectedAssertions": [
|
|
339
|
+
"valuation append preserves the historical snapshot record",
|
|
340
|
+
"estimated quality and asOf are visible to the overview projection"
|
|
341
|
+
],
|
|
342
|
+
"fixtureId": "CFW-FIX-001",
|
|
343
|
+
"request": {
|
|
344
|
+
"body": {
|
|
345
|
+
"commandId": "10000000-0000-4000-8000-000000000104",
|
|
346
|
+
"expectedObjectRevision": null,
|
|
347
|
+
"expectedWorkspaceVersion": 4,
|
|
348
|
+
"idempotencyKey": "r2-valuation-property-001",
|
|
349
|
+
"kind": "valuation_snapshot.append.v2",
|
|
350
|
+
"payload": {
|
|
351
|
+
"snapshot": {
|
|
352
|
+
"asOf": "2026-08-28T00:00:00.000Z",
|
|
353
|
+
"quality": "estimated",
|
|
354
|
+
"scopeId": "30000000-0000-4000-8000-000000000002",
|
|
355
|
+
"scopeType": "account",
|
|
356
|
+
"source": {
|
|
357
|
+
"channel": "web",
|
|
358
|
+
"clientId": "choosefire-web"
|
|
359
|
+
},
|
|
360
|
+
"value": {
|
|
361
|
+
"amount": "1200000.00",
|
|
362
|
+
"currency": "CNY"
|
|
363
|
+
}
|
|
364
|
+
},
|
|
365
|
+
"snapshotId": "40000000-0000-4000-8000-000000000001"
|
|
366
|
+
},
|
|
367
|
+
"source": {
|
|
368
|
+
"channel": "web",
|
|
369
|
+
"clientId": "choosefire-web"
|
|
370
|
+
}
|
|
371
|
+
},
|
|
372
|
+
"method": "POST",
|
|
373
|
+
"path": "/choosefire/v2/workspace/valuations",
|
|
374
|
+
"schema": "ValuationSnapshotAppendCommandV2"
|
|
375
|
+
},
|
|
376
|
+
"response": {
|
|
377
|
+
"body": {
|
|
378
|
+
"code": 0,
|
|
379
|
+
"data": {
|
|
380
|
+
"affectedObjects": [
|
|
381
|
+
{
|
|
382
|
+
"objectId": "40000000-0000-4000-8000-000000000001",
|
|
383
|
+
"objectType": "valuation_snapshot"
|
|
384
|
+
},
|
|
385
|
+
{
|
|
386
|
+
"objectId": "30000000-0000-4000-8000-000000000002",
|
|
387
|
+
"objectType": "asset_account"
|
|
388
|
+
}
|
|
389
|
+
],
|
|
390
|
+
"baseWorkspaceVersion": 4,
|
|
391
|
+
"commandId": "10000000-0000-4000-8000-000000000104",
|
|
392
|
+
"committedAt": "2026-08-29T08:00:00.000Z",
|
|
393
|
+
"cursor": "eyJraW5kIjoiZmFtaWx5X3dlYWx0aF9jdXJzb3IudjIifQ.cmctZ29sZGVuLXIx",
|
|
394
|
+
"kind": "command_receipt.v2",
|
|
395
|
+
"projectionHints": [
|
|
396
|
+
"workspace.overview.v2"
|
|
397
|
+
],
|
|
398
|
+
"receiptId": "60000000-0000-4000-8000-000000000004",
|
|
399
|
+
"replayed": false,
|
|
400
|
+
"resultWorkspaceVersion": 5,
|
|
401
|
+
"status": "committed"
|
|
402
|
+
},
|
|
403
|
+
"kind": "family_wealth_success.v2",
|
|
404
|
+
"status": "success",
|
|
405
|
+
"success": true
|
|
406
|
+
},
|
|
407
|
+
"httpStatus": 200,
|
|
408
|
+
"schema": "CommandSuccessV2"
|
|
409
|
+
}
|
|
410
|
+
},
|
|
411
|
+
{
|
|
412
|
+
"actorRole": "owner",
|
|
413
|
+
"caseId": "R2-CLASSIFICATION-REPLACE-001",
|
|
414
|
+
"expectedAssertions": [
|
|
415
|
+
"asset classes total 10000 basis points",
|
|
416
|
+
"purpose buckets total 10000 basis points independently",
|
|
417
|
+
"classification replacement does not change account value"
|
|
418
|
+
],
|
|
419
|
+
"fixtureId": "CFW-FIX-005",
|
|
420
|
+
"request": {
|
|
421
|
+
"body": {
|
|
422
|
+
"commandId": "10000000-0000-4000-8000-000000000105",
|
|
423
|
+
"expectedObjectRevision": 0,
|
|
424
|
+
"expectedWorkspaceVersion": 5,
|
|
425
|
+
"idempotencyKey": "r2-classification-property-001",
|
|
426
|
+
"kind": "classification.replace.v2",
|
|
427
|
+
"payload": {
|
|
428
|
+
"classification": {
|
|
429
|
+
"assetClasses": [
|
|
430
|
+
{
|
|
431
|
+
"basisPoints": 10000,
|
|
432
|
+
"code": "property"
|
|
433
|
+
}
|
|
434
|
+
],
|
|
435
|
+
"effectiveFrom": "2026-08-29T00:00:00.000Z",
|
|
436
|
+
"purposeBuckets": [
|
|
437
|
+
{
|
|
438
|
+
"basisPoints": 6000,
|
|
439
|
+
"code": "safety_buffer"
|
|
440
|
+
},
|
|
441
|
+
{
|
|
442
|
+
"basisPoints": 4000,
|
|
443
|
+
"code": "near_term_spending"
|
|
444
|
+
}
|
|
445
|
+
],
|
|
446
|
+
"scopeId": "30000000-0000-4000-8000-000000000002",
|
|
447
|
+
"scopeType": "account"
|
|
448
|
+
},
|
|
449
|
+
"classificationRevisionId": "50000000-0000-4000-8000-000000000001"
|
|
450
|
+
},
|
|
451
|
+
"source": {
|
|
452
|
+
"channel": "web",
|
|
453
|
+
"clientId": "choosefire-web"
|
|
454
|
+
}
|
|
455
|
+
},
|
|
456
|
+
"method": "PUT",
|
|
457
|
+
"path": "/choosefire/v2/workspace/classifications",
|
|
458
|
+
"schema": "ClassificationReplaceCommandV2"
|
|
459
|
+
},
|
|
460
|
+
"response": {
|
|
461
|
+
"body": {
|
|
462
|
+
"code": 0,
|
|
463
|
+
"data": {
|
|
464
|
+
"affectedObjects": [
|
|
465
|
+
{
|
|
466
|
+
"objectId": "50000000-0000-4000-8000-000000000001",
|
|
467
|
+
"objectType": "classification"
|
|
468
|
+
}
|
|
469
|
+
],
|
|
470
|
+
"baseWorkspaceVersion": 5,
|
|
471
|
+
"commandId": "10000000-0000-4000-8000-000000000105",
|
|
472
|
+
"committedAt": "2026-08-29T08:00:00.000Z",
|
|
473
|
+
"cursor": "eyJraW5kIjoiZmFtaWx5X3dlYWx0aF9jdXJzb3IudjIifQ.cmctZ29sZGVuLXIx",
|
|
474
|
+
"kind": "command_receipt.v2",
|
|
475
|
+
"projectionHints": [
|
|
476
|
+
"allocation.matrix.v2",
|
|
477
|
+
"workspace.overview.v2"
|
|
478
|
+
],
|
|
479
|
+
"receiptId": "60000000-0000-4000-8000-000000000005",
|
|
480
|
+
"replayed": false,
|
|
481
|
+
"resultWorkspaceVersion": 6,
|
|
482
|
+
"status": "committed"
|
|
483
|
+
},
|
|
484
|
+
"kind": "family_wealth_success.v2",
|
|
485
|
+
"status": "success",
|
|
486
|
+
"success": true
|
|
487
|
+
},
|
|
488
|
+
"httpStatus": 200,
|
|
489
|
+
"schema": "CommandSuccessV2"
|
|
490
|
+
}
|
|
491
|
+
},
|
|
492
|
+
{
|
|
493
|
+
"actorRole": "owner",
|
|
494
|
+
"caseId": "R2-OVERVIEW-OWNER-001",
|
|
495
|
+
"expectedAssertions": [
|
|
496
|
+
"owner sees gross assets, liabilities and net worth in base currency",
|
|
497
|
+
"estimated and stale quality remain visible instead of being hidden",
|
|
498
|
+
"asset-class and purpose totals are independently normalized"
|
|
499
|
+
],
|
|
500
|
+
"fixtureId": "CFW-FIX-005",
|
|
501
|
+
"request": {
|
|
502
|
+
"body": null,
|
|
503
|
+
"method": "GET",
|
|
504
|
+
"path": "/choosefire/v2/workspace/overview",
|
|
505
|
+
"schema": null
|
|
506
|
+
},
|
|
507
|
+
"response": {
|
|
508
|
+
"body": {
|
|
509
|
+
"code": 0,
|
|
510
|
+
"data": {
|
|
511
|
+
"accounts": [
|
|
512
|
+
{
|
|
513
|
+
"accountId": "30000000-0000-4000-8000-000000000001",
|
|
514
|
+
"accountType": "bank",
|
|
515
|
+
"aggregationConsent": true,
|
|
516
|
+
"assetClasses": [
|
|
517
|
+
{
|
|
518
|
+
"basisPoints": 10000,
|
|
519
|
+
"code": "cash"
|
|
520
|
+
}
|
|
521
|
+
],
|
|
522
|
+
"classificationRevision": 0,
|
|
523
|
+
"currency": "CNY",
|
|
524
|
+
"maintenanceMode": "simplified",
|
|
525
|
+
"name": "Daily Reserve",
|
|
526
|
+
"ownerSubjectId": "20000000-0000-4000-8000-000000000010",
|
|
527
|
+
"purposeBuckets": [
|
|
528
|
+
{
|
|
529
|
+
"basisPoints": 10000,
|
|
530
|
+
"code": "safety_buffer"
|
|
531
|
+
}
|
|
532
|
+
],
|
|
533
|
+
"revision": 1,
|
|
534
|
+
"valuation": {
|
|
535
|
+
"asOf": "2026-08-29T00:00:00.000Z",
|
|
536
|
+
"freshness": "current",
|
|
537
|
+
"quality": "confirmed",
|
|
538
|
+
"value": {
|
|
539
|
+
"amount": "200000.00",
|
|
540
|
+
"currency": "CNY"
|
|
541
|
+
}
|
|
542
|
+
},
|
|
543
|
+
"visibility": "household"
|
|
544
|
+
},
|
|
545
|
+
{
|
|
546
|
+
"accountId": "30000000-0000-4000-8000-000000000002",
|
|
547
|
+
"accountType": "property",
|
|
548
|
+
"aggregationConsent": true,
|
|
549
|
+
"assetClasses": [
|
|
550
|
+
{
|
|
551
|
+
"basisPoints": 10000,
|
|
552
|
+
"code": "property"
|
|
553
|
+
}
|
|
554
|
+
],
|
|
555
|
+
"classificationRevision": 1,
|
|
556
|
+
"currency": "CNY",
|
|
557
|
+
"maintenanceMode": "simplified",
|
|
558
|
+
"name": "Primary Home",
|
|
559
|
+
"ownerSubjectId": "20000000-0000-4000-8000-000000000010",
|
|
560
|
+
"purposeBuckets": [
|
|
561
|
+
{
|
|
562
|
+
"basisPoints": 6000,
|
|
563
|
+
"code": "safety_buffer"
|
|
564
|
+
},
|
|
565
|
+
{
|
|
566
|
+
"basisPoints": 4000,
|
|
567
|
+
"code": "near_term_spending"
|
|
568
|
+
}
|
|
569
|
+
],
|
|
570
|
+
"revision": 1,
|
|
571
|
+
"valuation": {
|
|
572
|
+
"asOf": "2026-08-28T00:00:00.000Z",
|
|
573
|
+
"freshness": "stale",
|
|
574
|
+
"quality": "estimated",
|
|
575
|
+
"value": {
|
|
576
|
+
"amount": "1200000.00",
|
|
577
|
+
"currency": "CNY"
|
|
578
|
+
}
|
|
579
|
+
},
|
|
580
|
+
"visibility": "household"
|
|
581
|
+
},
|
|
582
|
+
{
|
|
583
|
+
"accountId": "30000000-0000-4000-8000-000000000003",
|
|
584
|
+
"accountType": "brokerage",
|
|
585
|
+
"aggregationConsent": true,
|
|
586
|
+
"assetClasses": [
|
|
587
|
+
{
|
|
588
|
+
"basisPoints": 10000,
|
|
589
|
+
"code": "equity"
|
|
590
|
+
}
|
|
591
|
+
],
|
|
592
|
+
"classificationRevision": 0,
|
|
593
|
+
"currency": "CNY",
|
|
594
|
+
"maintenanceMode": "detailed",
|
|
595
|
+
"name": "Brokerage Account",
|
|
596
|
+
"ownerSubjectId": "20000000-0000-4000-8000-000000000010",
|
|
597
|
+
"purposeBuckets": [
|
|
598
|
+
{
|
|
599
|
+
"basisPoints": 10000,
|
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604
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605
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606
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607
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608
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609
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610
|
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611
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}
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612
|
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},
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613
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614
|
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}
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615
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],
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616
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617
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618
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{
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619
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620
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621
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622
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"amount": "200000.00",
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623
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"currency": "CNY"
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624
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}
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},
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626
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{
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627
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628
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629
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630
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"amount": "1200000.00",
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631
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632
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}
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633
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},
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634
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{
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635
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636
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637
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638
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"amount": "300000.00",
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639
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"currency": "CNY"
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640
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}
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641
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}
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642
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],
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643
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644
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645
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646
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647
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},
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648
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649
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650
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652
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653
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654
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655
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656
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657
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658
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},
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659
|
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"kind": "workspace.overview.v2",
|
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660
|
+
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661
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"containsRestrictedData": false,
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662
|
+
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663
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},
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664
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665
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{
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667
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668
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669
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670
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"amount": "920000.00",
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671
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"currency": "CNY"
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672
|
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}
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673
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},
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674
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{
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675
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676
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677
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678
|
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"amount": "480000.00",
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679
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"currency": "CNY"
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680
|
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}
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681
|
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},
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682
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{
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683
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684
|
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"code": "long_term_investing",
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685
|
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"value": {
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686
|
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"amount": "300000.00",
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687
|
+
"currency": "CNY"
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|
688
|
+
}
|
|
689
|
+
}
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|
690
|
+
],
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691
|
+
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|
|
692
|
+
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|
|
693
|
+
"amount": "1700000.00",
|
|
694
|
+
"currency": "CNY"
|
|
695
|
+
},
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|
696
|
+
"liabilities": {
|
|
697
|
+
"amount": "300000.00",
|
|
698
|
+
"currency": "CNY"
|
|
699
|
+
},
|
|
700
|
+
"netWorth": {
|
|
701
|
+
"amount": "1400000.00",
|
|
702
|
+
"currency": "CNY"
|
|
703
|
+
}
|
|
704
|
+
},
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|
705
|
+
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|
706
|
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"estimated_values_present",
|
|
707
|
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"stale_values_present"
|
|
708
|
+
],
|
|
709
|
+
"workspaceVersion": 6
|
|
710
|
+
},
|
|
711
|
+
"kind": "family_wealth_success.v2",
|
|
712
|
+
"status": "success",
|
|
713
|
+
"success": true
|
|
714
|
+
},
|
|
715
|
+
"httpStatus": 200,
|
|
716
|
+
"schema": "WorkspaceOverviewSuccessV2"
|
|
717
|
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}
|
|
718
|
+
},
|
|
719
|
+
{
|
|
720
|
+
"actorRole": "viewer_suggester",
|
|
721
|
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"caseId": "R2-OVERVIEW-VIEWER-001",
|
|
722
|
+
"expectedAssertions": [
|
|
723
|
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"viewer receives only a fixed aggregate when private data is included",
|
|
724
|
+
"viewer cannot infer private account count or allocation breakdowns"
|
|
725
|
+
],
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|
726
|
+
"fixtureId": "CFW-FIX-007",
|
|
727
|
+
"request": {
|
|
728
|
+
"body": null,
|
|
729
|
+
"method": "GET",
|
|
730
|
+
"path": "/choosefire/v2/workspace/overview",
|
|
731
|
+
"schema": null
|
|
732
|
+
},
|
|
733
|
+
"response": {
|
|
734
|
+
"body": {
|
|
735
|
+
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|
|
736
|
+
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|
737
|
+
"accounts": [],
|
|
738
|
+
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|
|
739
|
+
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|
|
740
|
+
"authority": {
|
|
741
|
+
"householdId": "20000000-0000-4000-8000-000000000001",
|
|
742
|
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"role": "viewer_suggester",
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|
743
|
+
"workspaceId": "20000000-0000-4000-8000-000000000002"
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|
744
|
+
},
|
|
745
|
+
"baseCurrency": "CNY",
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|
746
|
+
"breakdownStatus": "suppressed_due_to_private_aggregation",
|
|
747
|
+
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|
|
748
|
+
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|
|
749
|
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750
|
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751
|
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752
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753
|
+
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|
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754
|
+
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|
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755
|
+
},
|
|
756
|
+
"kind": "workspace.overview.v2",
|
|
757
|
+
"privacy": {
|
|
758
|
+
"containsRestrictedData": true,
|
|
759
|
+
"suppressedFields": [
|
|
760
|
+
"account_count",
|
|
761
|
+
"account_details",
|
|
762
|
+
"allocation_breakdowns",
|
|
763
|
+
"freshness_breakdown"
|
|
764
|
+
]
|
|
765
|
+
},
|
|
766
|
+
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|
|
767
|
+
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|
|
768
|
+
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|
|
769
|
+
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|
|
770
|
+
"amount": "1700000.00",
|
|
771
|
+
"currency": "CNY"
|
|
772
|
+
},
|
|
773
|
+
"liabilities": {
|
|
774
|
+
"amount": "300000.00",
|
|
775
|
+
"currency": "CNY"
|
|
776
|
+
},
|
|
777
|
+
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|
|
778
|
+
"amount": "1400000.00",
|
|
779
|
+
"currency": "CNY"
|
|
780
|
+
}
|
|
781
|
+
},
|
|
782
|
+
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|
783
|
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"restricted_values_aggregated"
|
|
784
|
+
],
|
|
785
|
+
"workspaceVersion": 6
|
|
786
|
+
},
|
|
787
|
+
"kind": "family_wealth_success.v2",
|
|
788
|
+
"status": "success",
|
|
789
|
+
"success": true
|
|
790
|
+
},
|
|
791
|
+
"httpStatus": 200,
|
|
792
|
+
"schema": "WorkspaceOverviewSuccessV2"
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|
793
|
+
}
|
|
794
|
+
},
|
|
795
|
+
{
|
|
796
|
+
"actorRole": "owner",
|
|
797
|
+
"caseId": "R2-OVERVIEW-MIXED-FX-001",
|
|
798
|
+
"expectedAssertions": [
|
|
799
|
+
"missing FX excludes the USD amount from CNY totals",
|
|
800
|
+
"overview discloses the excluded currency and reason"
|
|
801
|
+
],
|
|
802
|
+
"fixtureId": "CFW-FIX-004",
|
|
803
|
+
"request": {
|
|
804
|
+
"body": null,
|
|
805
|
+
"method": "GET",
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|
806
|
+
"path": "/choosefire/v2/workspace/overview",
|
|
807
|
+
"schema": null
|
|
808
|
+
},
|
|
809
|
+
"response": {
|
|
810
|
+
"body": {
|
|
811
|
+
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|
812
|
+
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813
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814
|
+
"asOf": "2026-08-29T00:00:00.000Z",
|
|
815
|
+
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816
|
+
"authority": {
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817
|
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"householdId": "20000000-0000-4000-8000-000000000001",
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|
818
|
+
"role": "owner",
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|
819
|
+
"workspaceId": "20000000-0000-4000-8000-000000000002"
|
|
820
|
+
},
|
|
821
|
+
"baseCurrency": "CNY",
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|
822
|
+
"breakdownStatus": "complete",
|
|
823
|
+
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|
|
824
|
+
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825
|
+
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|
|
826
|
+
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827
|
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|
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828
|
+
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|
829
|
+
"unconverted": [
|
|
830
|
+
{
|
|
831
|
+
"amount": {
|
|
832
|
+
"amount": "10000.00",
|
|
833
|
+
"currency": "USD"
|
|
834
|
+
},
|
|
835
|
+
"reason": "fx_rate_missing"
|
|
836
|
+
}
|
|
837
|
+
],
|
|
838
|
+
"visibleAccountCount": 3
|
|
839
|
+
},
|
|
840
|
+
"kind": "workspace.overview.v2",
|
|
841
|
+
"privacy": {
|
|
842
|
+
"containsRestrictedData": false,
|
|
843
|
+
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|
|
844
|
+
},
|
|
845
|
+
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|
|
846
|
+
"purposeBuckets": [],
|
|
847
|
+
"totals": {
|
|
848
|
+
"grossAssets": {
|
|
849
|
+
"amount": "1700000.00",
|
|
850
|
+
"currency": "CNY"
|
|
851
|
+
},
|
|
852
|
+
"liabilities": {
|
|
853
|
+
"amount": "300000.00",
|
|
854
|
+
"currency": "CNY"
|
|
855
|
+
},
|
|
856
|
+
"netWorth": {
|
|
857
|
+
"amount": "1400000.00",
|
|
858
|
+
"currency": "CNY"
|
|
859
|
+
}
|
|
860
|
+
},
|
|
861
|
+
"warnings": [
|
|
862
|
+
"unconverted_values_excluded"
|
|
863
|
+
],
|
|
864
|
+
"workspaceVersion": 6
|
|
865
|
+
},
|
|
866
|
+
"kind": "family_wealth_success.v2",
|
|
867
|
+
"status": "success",
|
|
868
|
+
"success": true
|
|
869
|
+
},
|
|
870
|
+
"httpStatus": 200,
|
|
871
|
+
"schema": "WorkspaceOverviewSuccessV2"
|
|
872
|
+
}
|
|
873
|
+
},
|
|
874
|
+
{
|
|
875
|
+
"actorRole": "viewer_suggester",
|
|
876
|
+
"caseId": "R2-VIEWER-WRITE-DENIED-001",
|
|
877
|
+
"expectedAssertions": [
|
|
878
|
+
"viewer_suggester cannot create or edit formal asset accounts",
|
|
879
|
+
"permission denial has no workspace side effect"
|
|
880
|
+
],
|
|
881
|
+
"fixtureId": "CFW-FIX-007",
|
|
882
|
+
"request": {
|
|
883
|
+
"body": {
|
|
884
|
+
"commandId": "10000000-0000-4000-8000-000000000106",
|
|
885
|
+
"expectedObjectRevision": null,
|
|
886
|
+
"expectedWorkspaceVersion": 1,
|
|
887
|
+
"idempotencyKey": "r2-account-bank-create-001",
|
|
888
|
+
"kind": "asset_account.create.v2",
|
|
889
|
+
"payload": {
|
|
890
|
+
"account": {
|
|
891
|
+
"accountType": "bank",
|
|
892
|
+
"aggregationConsent": true,
|
|
893
|
+
"currency": "CNY",
|
|
894
|
+
"maintenanceMode": "simplified",
|
|
895
|
+
"name": "Daily Reserve",
|
|
896
|
+
"ownerSubjectId": "20000000-0000-4000-8000-000000000010",
|
|
897
|
+
"visibility": "household"
|
|
898
|
+
},
|
|
899
|
+
"accountId": "30000000-0000-4000-8000-000000000001"
|
|
900
|
+
},
|
|
901
|
+
"source": {
|
|
902
|
+
"channel": "cli",
|
|
903
|
+
"clientId": "choosefire-cli"
|
|
904
|
+
}
|
|
905
|
+
},
|
|
906
|
+
"method": "POST",
|
|
907
|
+
"path": "/choosefire/v2/workspace/asset-accounts",
|
|
908
|
+
"schema": "AssetAccountCreateCommandV2"
|
|
909
|
+
},
|
|
910
|
+
"response": {
|
|
911
|
+
"body": {
|
|
912
|
+
"code": "PERMISSION_DENIED",
|
|
913
|
+
"error": {
|
|
914
|
+
"data": {
|
|
915
|
+
"contractId": "choosefire-family-wealth.v2",
|
|
916
|
+
"retryable": false
|
|
917
|
+
},
|
|
918
|
+
"message": "Only the household owner can change asset accounts.",
|
|
919
|
+
"requestId": "request-r2-viewer-write-denied"
|
|
920
|
+
},
|
|
921
|
+
"kind": "family_wealth_error.v2",
|
|
922
|
+
"status": "error",
|
|
923
|
+
"success": false
|
|
924
|
+
},
|
|
925
|
+
"httpStatus": 403,
|
|
926
|
+
"schema": "FamilyWealthErrorV2"
|
|
927
|
+
}
|
|
928
|
+
},
|
|
929
|
+
{
|
|
930
|
+
"actorRole": "owner",
|
|
931
|
+
"caseId": "R2-CAS-CONFLICT-001",
|
|
932
|
+
"expectedAssertions": [
|
|
933
|
+
"stale object revision is rejected without last-write-wins",
|
|
934
|
+
"conflict discloses current revision and conflicting fields"
|
|
935
|
+
],
|
|
936
|
+
"fixtureId": "CFW-FIX-005",
|
|
937
|
+
"request": {
|
|
938
|
+
"body": {
|
|
939
|
+
"commandId": "10000000-0000-4000-8000-000000000107",
|
|
940
|
+
"expectedObjectRevision": 0,
|
|
941
|
+
"expectedWorkspaceVersion": 5,
|
|
942
|
+
"idempotencyKey": "r2-classification-stale-001",
|
|
943
|
+
"kind": "classification.replace.v2",
|
|
944
|
+
"payload": {
|
|
945
|
+
"classification": {
|
|
946
|
+
"assetClasses": [
|
|
947
|
+
{
|
|
948
|
+
"basisPoints": 10000,
|
|
949
|
+
"code": "property"
|
|
950
|
+
}
|
|
951
|
+
],
|
|
952
|
+
"effectiveFrom": "2026-08-29T00:00:00.000Z",
|
|
953
|
+
"purposeBuckets": [
|
|
954
|
+
{
|
|
955
|
+
"basisPoints": 10000,
|
|
956
|
+
"code": "safety_buffer"
|
|
957
|
+
}
|
|
958
|
+
],
|
|
959
|
+
"scopeId": "30000000-0000-4000-8000-000000000002",
|
|
960
|
+
"scopeType": "account"
|
|
961
|
+
},
|
|
962
|
+
"classificationRevisionId": "50000000-0000-4000-8000-000000000002"
|
|
963
|
+
},
|
|
964
|
+
"source": {
|
|
965
|
+
"channel": "web",
|
|
966
|
+
"clientId": "choosefire-web"
|
|
967
|
+
}
|
|
968
|
+
},
|
|
969
|
+
"method": "PUT",
|
|
970
|
+
"path": "/choosefire/v2/workspace/classifications",
|
|
971
|
+
"schema": "ClassificationReplaceCommandV2"
|
|
972
|
+
},
|
|
973
|
+
"response": {
|
|
974
|
+
"body": {
|
|
975
|
+
"code": "OBJECT_REVISION_CONFLICT",
|
|
976
|
+
"error": {
|
|
977
|
+
"data": {
|
|
978
|
+
"conflictingFields": [
|
|
979
|
+
"assetClasses",
|
|
980
|
+
"purposeBuckets"
|
|
981
|
+
],
|
|
982
|
+
"contractId": "choosefire-family-wealth.v2",
|
|
983
|
+
"currentObjectRevision": 1,
|
|
984
|
+
"currentWorkspaceVersion": 6,
|
|
985
|
+
"retryable": false,
|
|
986
|
+
"safeRetry": false
|
|
987
|
+
},
|
|
988
|
+
"message": "The classification changed after this preview was created.",
|
|
989
|
+
"requestId": "request-r2-cas-conflict"
|
|
990
|
+
},
|
|
991
|
+
"kind": "family_wealth_error.v2",
|
|
992
|
+
"status": "error",
|
|
993
|
+
"success": false
|
|
994
|
+
},
|
|
995
|
+
"httpStatus": 409,
|
|
996
|
+
"schema": "FamilyWealthErrorV2"
|
|
997
|
+
}
|
|
998
|
+
},
|
|
999
|
+
{
|
|
1000
|
+
"actorRole": "owner",
|
|
1001
|
+
"caseId": "R2-IDEMPOTENT-REPLAY-001",
|
|
1002
|
+
"expectedAssertions": [
|
|
1003
|
+
"replaying the same idempotency key returns the original receipt id",
|
|
1004
|
+
"replay does not create a duplicate account or advance the version"
|
|
1005
|
+
],
|
|
1006
|
+
"fixtureId": "CFW-FIX-001",
|
|
1007
|
+
"request": {
|
|
1008
|
+
"body": {
|
|
1009
|
+
"commandId": "10000000-0000-4000-8000-000000000101",
|
|
1010
|
+
"expectedObjectRevision": null,
|
|
1011
|
+
"expectedWorkspaceVersion": 1,
|
|
1012
|
+
"idempotencyKey": "r2-account-bank-create-001",
|
|
1013
|
+
"kind": "asset_account.create.v2",
|
|
1014
|
+
"payload": {
|
|
1015
|
+
"account": {
|
|
1016
|
+
"accountType": "bank",
|
|
1017
|
+
"aggregationConsent": true,
|
|
1018
|
+
"currency": "CNY",
|
|
1019
|
+
"maintenanceMode": "simplified",
|
|
1020
|
+
"name": "Daily Reserve",
|
|
1021
|
+
"ownerSubjectId": "20000000-0000-4000-8000-000000000010",
|
|
1022
|
+
"visibility": "household"
|
|
1023
|
+
},
|
|
1024
|
+
"accountId": "30000000-0000-4000-8000-000000000001"
|
|
1025
|
+
},
|
|
1026
|
+
"source": {
|
|
1027
|
+
"channel": "cli",
|
|
1028
|
+
"clientId": "choosefire-cli"
|
|
1029
|
+
}
|
|
1030
|
+
},
|
|
1031
|
+
"method": "POST",
|
|
1032
|
+
"path": "/choosefire/v2/workspace/asset-accounts",
|
|
1033
|
+
"schema": "AssetAccountCreateCommandV2"
|
|
1034
|
+
},
|
|
1035
|
+
"response": {
|
|
1036
|
+
"body": {
|
|
1037
|
+
"code": 0,
|
|
1038
|
+
"data": {
|
|
1039
|
+
"affectedObjects": [
|
|
1040
|
+
{
|
|
1041
|
+
"objectId": "30000000-0000-4000-8000-000000000001",
|
|
1042
|
+
"objectType": "asset_account"
|
|
1043
|
+
}
|
|
1044
|
+
],
|
|
1045
|
+
"baseWorkspaceVersion": 1,
|
|
1046
|
+
"commandId": "10000000-0000-4000-8000-000000000101",
|
|
1047
|
+
"committedAt": "2026-08-29T08:00:00.000Z",
|
|
1048
|
+
"cursor": "eyJraW5kIjoiZmFtaWx5X3dlYWx0aF9jdXJzb3IudjIifQ.cmctZ29sZGVuLXIx",
|
|
1049
|
+
"kind": "command_receipt.v2",
|
|
1050
|
+
"projectionHints": [
|
|
1051
|
+
"portfolio.tree.v2",
|
|
1052
|
+
"workspace.overview.v2"
|
|
1053
|
+
],
|
|
1054
|
+
"receiptId": "60000000-0000-4000-8000-000000000001",
|
|
1055
|
+
"replayed": true,
|
|
1056
|
+
"resultWorkspaceVersion": 2,
|
|
1057
|
+
"status": "committed"
|
|
1058
|
+
},
|
|
1059
|
+
"kind": "family_wealth_success.v2",
|
|
1060
|
+
"status": "success",
|
|
1061
|
+
"success": true
|
|
1062
|
+
},
|
|
1063
|
+
"httpStatus": 200,
|
|
1064
|
+
"schema": "CommandSuccessV2"
|
|
1065
|
+
}
|
|
1066
|
+
}
|
|
1067
|
+
],
|
|
1068
|
+
"kind": "choosefire_r2_contract_golden.v1",
|
|
1069
|
+
"milestone": "R2"
|
|
1070
|
+
}
|