OSS-first docs

These docs teach the open system first: contracts, generated surfaces, runtimes, governance, and incremental adoption. Studio shows up as the operating layer on top, not as the source of truth.

pfo.workflow.process-uploaded-document

Stores an uploaded invoice/contract, queues ingestion, and records any follow-up reminders.

  • Type: workflow (workflow)
  • Version: 1.0.0
  • Tags: documents, ingestion
  • File: packages/examples/pocket-family-office/src/workflows/process-uploaded-document.ts
  • field.key.label
    pfo.workflow.process-uploaded-document
    field.version.label
    1.0.0
    field.type.label
    workflow (workflow)
    field.title.label
    pfo.workflow.process-uploaded-document
    field.description.label

    Stores an uploaded invoice/contract, queues ingestion, and records any follow-up reminders.

  • Type: workflow (workflow)
  • Version: 1.0.0
  • Tags: documents, ingestion
  • File: packages/examples/pocket-family-office/src/workflows/process-uploaded-document.ts
  • field.tags.label
    documents,ingestion
    field.owners.label
    field.stability.label

    Stores an uploaded invoice/contract, queues ingestion, and records any follow-up reminders.

    Source Definition

    export const processUploadedDocumentWorkflow = defineWorkflow({
    	meta: {
    		key: 'pfo.workflow.process-uploaded-document',
    		version: '1.0.0',
    		title: 'Process Uploaded Document',
    		description:
    			'Stores an uploaded invoice/contract, queues ingestion, and records any follow-up reminders.',
    		domain: 'finance',
    		owners: [OwnersEnum.PlatformFinance],
    		tags: ['documents', 'ingestion', TagsEnum.Automation],
    		stability: StabilityEnum.Experimental,
    	},
    	definition: {
    		entryStepId: 'store',
    		steps: [
    			{
    				id: 'store',
    				type: 'automation',
    				label: 'Store and Queue Ingestion',
    				description:
    					'Persist the document to storage and enqueue the knowledge ingestion pipeline.',
    				action: {
    					operation: { key: 'pfo.documents.upload', version: '1.0.0' },
    				},
    				requiredIntegrations: ['primaryStorage', 'primaryVectorDb'],
    				retry: {
    					maxAttempts: 3,
    					backoff: 'exponential',
    					delayMs: 500,
    				},
    			},
    			{
    				id: 'review',
    				type: 'human',
    				label: 'Optional Human Classification',
    				description:
    					'Finance lead can categorise the document while ingestion completes.',
    			},
    		],
    		transitions: [
    			{
    				from: 'store',
    				to: 'review',
    			},
    		],
    	},
    });