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pfo.workflow.sync-openbanking-transactions

Fetches recent transactions from Powens for each linked account and stores them in the canonical ledger.

  • Type: workflow (workflow)
  • Version: 1.0.0
  • Tags: open-banking, powens
  • File: packages/examples/pocket-family-office/src/workflows/sync-openbanking-transactions.ts
  • field.key.label
    pfo.workflow.sync-openbanking-transactions
    field.version.label
    1.0.0
    field.type.label
    workflow (workflow)
    field.title.label
    pfo.workflow.sync-openbanking-transactions
    field.description.label

    Fetches recent transactions from Powens for each linked account and stores them in the canonical ledger.

  • Type: workflow (workflow)
  • Version: 1.0.0
  • Tags: open-banking, powens
  • File: packages/examples/pocket-family-office/src/workflows/sync-openbanking-transactions.ts
  • field.tags.label
    open-banking,powens
    field.owners.label
    field.stability.label

    Fetches recent transactions from Powens for each linked account and stores them in the canonical ledger.

    Source Definition

    export const syncOpenBankingTransactionsWorkflow = defineWorkflow({
    	meta: {
    		key: 'pfo.workflow.sync-openbanking-transactions',
    		version: '1.0.0',
    		title: 'Synchronise Open Banking Transactions',
    		description:
    			'Fetches recent transactions from Powens for each linked account and stores them in the canonical ledger.',
    		domain: 'finance',
    		owners: [OwnersEnum.PlatformFinance],
    		tags: ['open-banking', 'powens', TagsEnum.Automation],
    		stability: StabilityEnum.Experimental,
    	},
    	definition: {
    		entryStepId: 'sync-transactions',
    		steps: [
    			{
    				id: 'sync-transactions',
    				type: 'automation',
    				label: 'Sync Transactions',
    				description:
    					'Call the Powens provider to pull incremental transactions for active accounts.',
    				action: {
    					operation: { key: 'openbanking.transactions.sync', version: '1.0.0' },
    				},
    				requiredIntegrations: ['primaryOpenBanking'],
    				requiredCapabilities: [TRANSACTION_CAPABILITY],
    				retry: {
    					maxAttempts: 4,
    					backoff: 'exponential',
    					delayMs: 1_500,
    				},
    			},
    			{
    				id: 'list-transactions',
    				type: 'automation',
    				label: 'List Transactions',
    				description:
    					'Retrieve the canonical transaction list for reporting and downstream analytics.',
    				action: {
    					operation: { key: 'openbanking.transactions.list', version: '1.0.0' },
    				},
    				requiredIntegrations: ['primaryOpenBanking'],
    				requiredCapabilities: [TRANSACTION_CAPABILITY],
    				retry: {
    					maxAttempts: 2,
    					backoff: 'linear',
    					delayMs: 1_000,
    				},
    			},
    		],
    		transitions: [{ from: 'sync-transactions', to: 'list-transactions' }],
    	},
    });