@yigemo/choosefire 0.1.1 → 0.2.0

package/README.md

@@ -57,6 +57,12 @@ choosefire workspace snapshot --json
 choosefire workspace summary --json
 choosefire workspace activity --limit 50 [--cursor <cursor>] --json
 choosefire workspace fact-record --expected-version <n> --idempotency-key <key> --field household.total_assets --amount 100.5 --currency CNY [--status confirmed|estimated] [--as-of <iso>] --json
+choosefire household summary --json
+choosefire wealth overview --json
+choosefire wealth account-show --account-id <uuid> --json
+choosefire wealth holding-create --holding-id <uuid> --account-id <uuid> --name "Global Equity ETF" --currency CNY --expected-workspace-version <n> --idempotency-key <key> [--instrument-ref ETF-EXAMPLE-001] [--quantity 12.5 --quantity-as-of <iso>] --json
+choosefire wealth holding-update --holding-id <uuid> --name "Global Equity ETF" --currency CNY --expected-object-revision <n> --expected-workspace-version <n> --idempotency-key <key> [--quantity 13.5 --quantity-as-of <iso>] --json
+choosefire wealth holding-archive --holding-id <uuid> --reason "Position closed" --expected-object-revision <n> --expected-workspace-version <n> --idempotency-key <key> --json
 choosefire plan list --json
 choosefire plan get <plan-id> --json
 choosefire plan update-inputs <plan-id> --annual-return 0.035 --annual-inflation 0.04 --expected-updated-at <iso> --dry-run --json
@@ -68,7 +74,7 @@ choosefire asset remove --plan <plan-id> --account-id asset-bank --reason "dupli
 choosefire visual dataset --plan <plan-id> --kind overview --json
 ```
 
-The five `workspace` operations are a narrow account HTTP facade: initialize, snapshot, summary, activity, and fact record. They use the workspace bearer only, validate every request and response against the checked-in contract, never retry mutations, and never fall back to the legacy token or local files. When a mutation outcome is unknown, first read the latest snapshot and then explicitly retry the exact serialized body with the original idempotency key to recover the receipt-first outcome. Never generate a new key for that recovery attempt. The JSON error includes this exact recovery material and action.
+The `workspace`, `household`, and `wealth` operations use the workspace bearer only, validate every request and response against the checked-in contract, never retry mutations, and never fall back to the legacy token or local files. Holding commands are available only for detailed accounts. `--quantity` and `--quantity-as-of` must be supplied together so scripts and audit replays remain deterministic. When a mutation outcome is unknown, first read the latest projection and then explicitly retry the exact serialized body with the original idempotency key to recover the receipt-first outcome. Never generate a new key for that recovery attempt. The JSON error includes this exact recovery material and action.
 
 Existing legacy plan write commands still default to dry-run unless `--apply` is passed. For CLI and MCP sources, `--expected-updated-at` should be provided to avoid overwriting newer data.
 

package/contracts/choosefire-family-wealth/v2/capability-matrix.v1.json

@@ -159,20 +159,21 @@
       "webPath": "/app"
     },
     {
-      "builtinAi": "apply_with_confirmation",
+      "builtinAi": "read",
       "capabilityId": "holding.manage",
-      "cliPath": "holding create|update|archive",
-      "commandOrQuery": "holding.commands.v2",
+      "cliPath": "wealth holding-create|holding-update|holding-archive|account-show",
+      "commandOrQuery": "holding.create|update|archive.v2 + asset_account.detail.v2",
       "fixtureIds": [
         "CFW-FIX-003"
       ],
-      "mcpSurface": "choosefire.holding.*",
+      "mcpSurface": "choosefire://workspace/accounts/{accountId}",
       "milestone": "R3",
       "requiredRole": "owner",
       "riskLevel": "L2",
-      "status": "absent",
+      "status": "parity",
       "storyIds": [
-        "CAPTURE-01"
+        "CAPTURE-01",
+        "CHANNEL-01"
       ],
       "webPath": "/app/assets/:id"
     },

package/contracts/choosefire-family-wealth/v2/golden/r3-holdings.v1.json

@@ -0,0 +1,311 @@
+{
+  "cases": [
+    {
+      "actorRole": "owner",
+      "caseId": "R3-HOLDING-CREATE-001",
+      "expectedAssertions": [
+        "owner can create a holding only under a detailed active account",
+        "quantity precision is preserved as a decimal string"
+      ],
+      "fixtureId": "CFW-FIX-003",
+      "request": {
+        "body": {
+          "commandId": "71000000-0000-4000-8000-000000000001",
+          "expectedObjectRevision": null,
+          "expectedWorkspaceVersion": 4,
+          "idempotencyKey": "r3-holding-create-01",
+          "kind": "holding.create.v2",
+          "payload": {
+            "accountId": "30000000-0000-4000-8000-000000000003",
+            "holding": {
+              "currency": "CNY",
+              "instrumentRef": "ETF-EXAMPLE-001",
+              "name": "Global Equity ETF",
+              "quality": "confirmed",
+              "quantity": "12.345678901234",
+              "quantityAsOf": "2026-09-01T08:00:00.000Z",
+              "source": {
+                "channel": "cli",
+                "clientId": "choosefire-cli"
+              }
+            },
+            "holdingId": "70000000-0000-4000-8000-000000000001"
+          },
+          "source": {
+            "channel": "cli",
+            "clientId": "choosefire-cli"
+          }
+        },
+        "method": "POST",
+        "path": "/choosefire/v2/workspace/holdings",
+        "schema": "HoldingCreateCommandV2"
+      },
+      "response": {
+        "body": {
+          "code": 0,
+          "data": {
+            "affectedObjects": [
+              {
+                "objectId": "70000000-0000-4000-8000-000000000001",
+                "objectType": "holding"
+              }
+            ],
+            "baseWorkspaceVersion": 4,
+            "commandId": "71000000-0000-4000-8000-000000000001",
+            "committedAt": "2026-09-01T08:00:00.000Z",
+            "cursor": "eyJraW5kIjoicjNfaG9sZGluZ19jdXJzb3IifQ.signature",
+            "kind": "command_receipt.v2",
+            "projectionHints": [
+              "asset_account.detail.v2",
+              "workspace.summary.v2"
+            ],
+            "receiptId": "72000000-0000-4000-8000-000000000001",
+            "replayed": false,
+            "resultWorkspaceVersion": 5,
+            "status": "committed"
+          },
+          "kind": "family_wealth_success.v2",
+          "status": "success",
+          "success": true
+        },
+        "httpStatus": 200,
+        "schema": "CommandSuccessV2"
+      }
+    },
+    {
+      "actorRole": "owner",
+      "caseId": "R3-HOLDING-UPDATE-001",
+      "expectedAssertions": [
+        "holding update requires both workspace and object revisions"
+      ],
+      "fixtureId": "CFW-FIX-003",
+      "request": {
+        "body": {
+          "commandId": "71000000-0000-4000-8000-000000000002",
+          "expectedObjectRevision": 1,
+          "expectedWorkspaceVersion": 5,
+          "idempotencyKey": "r3-holding-update-02",
+          "kind": "holding.update.v2",
+          "payload": {
+            "holding": {
+              "currency": "CNY",
+              "instrumentRef": "ETF-EXAMPLE-001",
+              "name": "Global Equity ETF",
+              "quality": "estimated",
+              "quantity": "13.5",
+              "quantityAsOf": "2026-09-01T08:00:00.000Z",
+              "source": {
+                "channel": "cli",
+                "clientId": "choosefire-cli"
+              }
+            },
+            "holdingId": "70000000-0000-4000-8000-000000000001"
+          },
+          "source": {
+            "channel": "cli",
+            "clientId": "choosefire-cli"
+          }
+        },
+        "method": "PUT",
+        "path": "/choosefire/v2/workspace/holdings",
+        "schema": "HoldingUpdateCommandV2"
+      },
+      "response": {
+        "body": {
+          "code": 0,
+          "data": {
+            "affectedObjects": [
+              {
+                "objectId": "70000000-0000-4000-8000-000000000001",
+                "objectType": "holding"
+              }
+            ],
+            "baseWorkspaceVersion": 5,
+            "commandId": "71000000-0000-4000-8000-000000000002",
+            "committedAt": "2026-09-01T08:00:00.000Z",
+            "cursor": "eyJraW5kIjoicjNfaG9sZGluZ19jdXJzb3IifQ.signature",
+            "kind": "command_receipt.v2",
+            "projectionHints": [
+              "asset_account.detail.v2",
+              "workspace.summary.v2"
+            ],
+            "receiptId": "72000000-0000-4000-8000-000000000002",
+            "replayed": false,
+            "resultWorkspaceVersion": 6,
+            "status": "committed"
+          },
+          "kind": "family_wealth_success.v2",
+          "status": "success",
+          "success": true
+        },
+        "httpStatus": 200,
+        "schema": "CommandSuccessV2"
+      }
+    },
+    {
+      "actorRole": "owner",
+      "caseId": "R3-HOLDING-ARCHIVE-001",
+      "expectedAssertions": [
+        "holding removal archives history instead of deleting it"
+      ],
+      "fixtureId": "CFW-FIX-003",
+      "request": {
+        "body": {
+          "commandId": "71000000-0000-4000-8000-000000000003",
+          "expectedObjectRevision": 2,
+          "expectedWorkspaceVersion": 6,
+          "idempotencyKey": "r3-holding-archive-03",
+          "kind": "holding.archive.v2",
+          "payload": {
+            "holdingId": "70000000-0000-4000-8000-000000000001",
+            "reason": "Position closed"
+          },
+          "source": {
+            "channel": "cli",
+            "clientId": "choosefire-cli"
+          }
+        },
+        "method": "POST",
+        "path": "/choosefire/v2/workspace/holdings/archive",
+        "schema": "HoldingArchiveCommandV2"
+      },
+      "response": {
+        "body": {
+          "code": 0,
+          "data": {
+            "affectedObjects": [
+              {
+                "objectId": "70000000-0000-4000-8000-000000000001",
+                "objectType": "holding"
+              }
+            ],
+            "baseWorkspaceVersion": 6,
+            "commandId": "71000000-0000-4000-8000-000000000003",
+            "committedAt": "2026-09-01T08:00:00.000Z",
+            "cursor": "eyJraW5kIjoicjNfaG9sZGluZ19jdXJzb3IifQ.signature",
+            "kind": "command_receipt.v2",
+            "projectionHints": [
+              "asset_account.detail.v2",
+              "workspace.summary.v2"
+            ],
+            "receiptId": "72000000-0000-4000-8000-000000000003",
+            "replayed": false,
+            "resultWorkspaceVersion": 7,
+            "status": "committed"
+          },
+          "kind": "family_wealth_success.v2",
+          "status": "success",
+          "success": true
+        },
+        "httpStatus": 200,
+        "schema": "CommandSuccessV2"
+      }
+    },
+    {
+      "actorRole": "owner",
+      "caseId": "R3-ACCOUNT-DETAIL-001",
+      "expectedAssertions": [
+        "account detail returns bounded active holdings",
+        "holding classification explicitly reports account inheritance"
+      ],
+      "fixtureId": "CFW-FIX-003",
+      "request": {
+        "body": null,
+        "method": "GET",
+        "path": "/choosefire/v2/workspace/asset-accounts/30000000-0000-4000-8000-000000000003",
+        "schema": null
+      },
+      "response": {
+        "body": {
+          "code": 0,
+          "data": {
+            "account": {
+              "accountId": "30000000-0000-4000-8000-000000000003",
+              "accountType": "brokerage",
+              "aggregationConsent": true,
+              "assetClasses": [
+                {
+                  "basisPoints": 10000,
+                  "code": "equity"
+                }
+              ],
+              "classificationRevision": 0,
+              "currency": "CNY",
+              "maintenanceMode": "detailed",
+              "name": "Brokerage Account",
+              "ownerSubjectId": "20000000-0000-4000-8000-000000000010",
+              "purposeBuckets": [
+                {
+                  "basisPoints": 10000,
+                  "code": "long_term_investing"
+                }
+              ],
+              "revision": 1,
+              "valuation": {
+                "asOf": null,
+                "freshness": "missing",
+                "quality": "unknown",
+                "value": null
+              },
+              "visibility": "household"
+            },
+            "asOf": "2026-09-01T08:00:00.000Z",
+            "authority": {
+              "householdId": "20000000-0000-4000-8000-000000000001",
+              "role": "owner",
+              "workspaceId": "20000000-0000-4000-8000-000000000002"
+            },
+            "contractVersion": 2,
+            "holdings": [
+              {
+                "accountId": "30000000-0000-4000-8000-000000000003",
+                "assetClasses": [
+                  {
+                    "basisPoints": 10000,
+                    "code": "equity"
+                  }
+                ],
+                "classificationRevision": 0,
+                "classificationSource": "account_default",
+                "currency": "CNY",
+                "holdingId": "70000000-0000-4000-8000-000000000001",
+                "instrumentRef": "ETF-EXAMPLE-001",
+                "name": "Global Equity ETF",
+                "purposeBuckets": [
+                  {
+                    "basisPoints": 10000,
+                    "code": "long_term_investing"
+                  }
+                ],
+                "quality": "confirmed",
+                "quantity": "12.345678901234",
+                "quantityAsOf": "2026-09-01T08:00:00.000Z",
+                "revision": 2,
+                "source": {
+                  "channel": "cli",
+                  "clientId": "choosefire-cli"
+                },
+                "valuation": {
+                  "asOf": null,
+                  "freshness": "missing",
+                  "quality": "unknown",
+                  "value": null
+                }
+              }
+            ],
+            "kind": "asset_account.detail.v2",
+            "projectionVersion": 1,
+            "workspaceVersion": 6
+          },
+          "kind": "family_wealth_success.v2",
+          "status": "success",
+          "success": true
+        },
+        "httpStatus": 200,
+        "schema": "AssetAccountDetailSuccessV2"
+      }
+    }
+  ],
+  "kind": "choosefire_r3_holdings_golden.v1",
+  "milestone": "R3"
+}

package/contracts/choosefire-family-wealth/v2/manifest.json

@@ -1,10 +1,10 @@
 {
-  "aggregateSha256": "4b9a76de5d8ffa4dec848febb1b8f1031f530dc93b2489faf5101556734d3b60",
+  "aggregateSha256": "47c847f78839999c2927f21079c304910875123aabeaa03c707da991a54c6426",
   "artifacts": [
     {
-      "bytes": 12171,
+      "bytes": 12272,
       "path": "capability-matrix.v1.json",
-      "sha256": "d4c336dd6e7094c1a8f20a2930230bce8198a1ec3573c975ca4b7ff27024684e"
+      "sha256": "9bb97456779d37329377ab4e4477ad86d89b5509e5b3f257eb85cffa1f64a641"
     },
     {
       "bytes": 1974,
@@ -16,6 +16,11 @@
       "path": "golden/r2-contract.v1.json",
       "sha256": "300968d22c1b983d9a292e15852e063c30fc59c7ddd1f68381178407ae9e5233"
     },
+    {
+      "bytes": 10259,
+      "path": "golden/r3-holdings.v1.json",
+      "sha256": "749bd2c5c6d5ccf8ae1f3ca9abc5c6439b8fe9a420c096d52eaa18de81447623"
+    },
     {
       "bytes": 6348,
       "path": "golden/scenarios.v1.json",
@@ -27,14 +32,14 @@
       "sha256": "a956ab303c2b35720c8328649170a8e0c18ea37a36d98614b46adfc56f5c51cc"
     },
     {
-      "bytes": 69261,
+      "bytes": 86637,
       "path": "openapi.generated.json",
-      "sha256": "4130865041c879f5c6bced1c37870bd5ebf4a50fc4b2ef2b330af5182ca21523"
+      "sha256": "81cc1b651cb2faf443b2fa99e2c5e66c6fed591abb70cc3fe1ff47eca0f37542"
     },
     {
-      "bytes": 50783,
+      "bytes": 62208,
       "path": "runtime-schemas/family-wealth.v2.schema.json",
-      "sha256": "5858838c14331757f2b14f125aa14a5623f6b982c7d24f8ba97409ac473a8796"
+      "sha256": "ffbfa2d5ee32f38ccf2d7d3a2170fa55488c0fb1401b1605f88b03855636dea9"
     },
     {
       "bytes": 700,