@capitalos/react 1.4.6 → 1.5.0

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 CHANGED
@@ -50,11 +50,3 @@ function MyComponent() {
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  ## TypeScript support
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  TypeScript definitions for `@capitalos/react` are built into the npm package and should be automatically picked up by your editor.
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-
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- ## Error Handling
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-
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- For details on how errors are managed within the SDK and how to handle them as a consumer or a maintainer, please see our [Error Handling Guidelines](./ERROR_HANDLING.md).
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-
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- ## Navigation Patterns
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-
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- For guidance on modal dismissal, back button behavior, and callback semantics when integrating SDK components into your application, please see our [Navigation and Closing Patterns](./NAVIGATION_PATTERNS.md).
@@ -69,6 +69,76 @@ declare type AllowedExitPoints = {
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  /** @deprecated Use {@link CardsApp} instead */
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  export declare const App: typeof CardsApp;
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+ /**
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+ * Application status indicating the account's onboarding state.
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+ * - `ineligible`: Account cannot onboard to CapitalOS
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+ * - `eligible`: Account is eligible to apply (may have already started the application)
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+ * - `preapproved`: Account has completed underwriting and is either approved or just needs to sign documents
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+ */
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+ export declare type ApplicationStatus = 'ineligible' | 'eligible' | 'preapproved';
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+
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+ /**
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+ * Application status indicating the account's onboarding state.
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+ * - `ineligible`: Account cannot onboard to CapitalOS
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+ * - `eligible`: Account is eligible to apply (may have already started the application)
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+ * - `preapproved`: Account has completed underwriting and is either approved or just needs to sign documents
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+ */
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+ export declare type ApplicationStatus_alias_1 = 'ineligible' | 'eligible' | 'preapproved';
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+
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+ /**
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+ * Bank account information returned from ConnectBankAccounts.
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+ * Field names align with Platform API (LinkedBankAccountDto) for consistency.
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+ */
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+ export declare type BankAccount = {
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+ /**
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+ * The unique identifier for the external account in CapitalOS
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+ */
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+ id: string;
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+ /**
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+ * The name of the bank (e.g., "Chase", "Bank of America")
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+ */
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+ bankName: string;
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+ /**
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+ * The account name (e.g., "Checking Account")
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+ */
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+ accountName: string;
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+ /**
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+ * Last 4 digits of the account number
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+ */
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+ accountNumberMask: string;
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+ /**
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+ * Full account number
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+ */
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+ accountNumber: string;
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+ /**
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+ * Bank routing number
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+ */
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+ routingNumber: string;
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+ /**
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+ * The account type (e.g., "checking", "savings")
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+ */
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+ type: string;
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+ /**
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+ * Account status
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+ */
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+ status: 'enabled' | 'disabled';
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+ };
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+
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+ /**
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+ * Bank account information returned from ConnectBankAccounts.
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+ * Field names align with Platform API (LinkedBankAccountDto) for consistency.
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+ */
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+ export declare type BankAccount_alias_1 = {
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+ id: string;
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+ bankName: string;
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+ accountName: string;
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+ accountNumberMask: string;
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+ accountNumber: string;
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+ routingNumber: string;
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+ type: string;
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+ status: 'enabled' | 'disabled';
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+ };
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+
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  /**
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  * Renders the CapitalOS Bill Payment Dashboard experience.
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  */
@@ -298,7 +368,6 @@ declare const cardApiDtoSchema: z_2.ZodObject<{
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  trackingUrl: z_2.ZodNullable<z_2.ZodString>;
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  }, "strip", z_2.ZodTypeAny, {
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  status: "pending" | "canceled" | "rejected" | "returned" | "shipped";
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- method: "usps" | "fedexPriorityOvernight" | "fedexTwoDay";
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  address: {
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  addressLine1: string;
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  city: string;
@@ -306,6 +375,7 @@ declare const cardApiDtoSchema: z_2.ZodObject<{
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  zipcode: string;
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  addressLine2?: string | null | undefined;
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  };
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+ method: "usps" | "fedexPriorityOvernight" | "fedexTwoDay";
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  recipientName: string;
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  returnReason: string | null;
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  shippedAt: string | null;
@@ -321,7 +391,6 @@ declare const cardApiDtoSchema: z_2.ZodObject<{
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  trackingUrl: string | null;
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  }, {
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  status: "pending" | "canceled" | "rejected" | "returned" | "shipped";
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- method: "usps" | "fedexPriorityOvernight" | "fedexTwoDay";
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  address: {
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  addressLine1: string;
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  city: string;
@@ -329,6 +398,7 @@ declare const cardApiDtoSchema: z_2.ZodObject<{
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  zipcode: string;
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  addressLine2?: string | null | undefined;
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  };
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+ method: "usps" | "fedexPriorityOvernight" | "fedexTwoDay";
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  recipientName: string;
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  returnReason: string | null;
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  shippedAt: string | null;
@@ -349,7 +419,6 @@ declare const cardApiDtoSchema: z_2.ZodObject<{
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  status: "active" | "canceled" | "disabled";
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  shipment: {
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  status: "pending" | "canceled" | "rejected" | "returned" | "shipped";
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- method: "usps" | "fedexPriorityOvernight" | "fedexTwoDay";
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  address: {
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  addressLine1: string;
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  city: string;
@@ -357,6 +426,7 @@ declare const cardApiDtoSchema: z_2.ZodObject<{
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  zipcode: string;
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  addressLine2?: string | null | undefined;
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  };
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+ method: "usps" | "fedexPriorityOvernight" | "fedexTwoDay";
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  recipientName: string;
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  returnReason: string | null;
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  shippedAt: string | null;
@@ -376,7 +446,6 @@ declare const cardApiDtoSchema: z_2.ZodObject<{
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  status: "active" | "canceled" | "disabled";
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  shipment: {
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  status: "pending" | "canceled" | "rejected" | "returned" | "shipped";
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- method: "usps" | "fedexPriorityOvernight" | "fedexTwoDay";
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  address: {
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  addressLine1: string;
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  city: string;
@@ -384,6 +453,7 @@ declare const cardApiDtoSchema: z_2.ZodObject<{
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  zipcode: string;
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  addressLine2?: string | null | undefined;
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  };
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+ method: "usps" | "fedexPriorityOvernight" | "fedexTwoDay";
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  recipientName: string;
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  returnReason: string | null;
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  shippedAt: string | null;
@@ -438,7 +508,6 @@ declare const cardApiDtoSchema: z_2.ZodObject<{
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  status: "active" | "canceled" | "disabled";
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  shipment: {
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  status: "pending" | "canceled" | "rejected" | "returned" | "shipped";
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- method: "usps" | "fedexPriorityOvernight" | "fedexTwoDay";
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  address: {
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  addressLine1: string;
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  city: string;
@@ -446,6 +515,7 @@ declare const cardApiDtoSchema: z_2.ZodObject<{
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  zipcode: string;
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  addressLine2?: string | null | undefined;
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  };
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+ method: "usps" | "fedexPriorityOvernight" | "fedexTwoDay";
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  recipientName: string;
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  returnReason: string | null;
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  shippedAt: string | null;
@@ -501,7 +571,6 @@ declare const cardApiDtoSchema: z_2.ZodObject<{
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  status: "active" | "canceled" | "disabled";
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  shipment: {
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  status: "pending" | "canceled" | "rejected" | "returned" | "shipped";
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- method: "usps" | "fedexPriorityOvernight" | "fedexTwoDay";
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  address: {
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  addressLine1: string;
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  city: string;
@@ -509,6 +578,7 @@ declare const cardApiDtoSchema: z_2.ZodObject<{
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  zipcode: string;
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  addressLine2?: string | null | undefined;
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  };
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+ method: "usps" | "fedexPriorityOvernight" | "fedexTwoDay";
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  recipientName: string;
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  returnReason: string | null;
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  shippedAt: string | null;
@@ -642,6 +712,47 @@ export declare type ConfigureAutoPayProps = CommonProps & {
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  onClose: () => void;
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  };
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+ /**
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+ * Renders the CapitalOS Connect Bank Accounts experience.
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+ * This component guides users through connecting their bank account via Plaid
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+ * and returns all connected accounts along with the application status.
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+ */
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+ export declare function ConnectBankAccounts({ onClose, onDone, ...restOfProps }: ConnectBankAccountsProps): JSX.Element;
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+
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+ export declare type ConnectBankAccountsProps = CommonProps & {
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+ /**
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+ * Callback to invoke when the user closes the bank account connection screen.
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+ */
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+ onClose: () => void;
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+ /**
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+ * Callback to invoke when the bank account connection is completed successfully.
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+ *
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+ * @param result - Object containing the connected accounts and application status
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+ * @param result.accounts - Array of connected bank accounts
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+ * @param result.applicationStatus - The account's onboarding state
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+ */
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+ onDone: (result: ConnectBankAccountsResult) => void;
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+ };
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+
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+ export declare type ConnectBankAccountsResult = {
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+ /**
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+ * Array of connected bank accounts
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+ */
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+ accounts: BankAccount[];
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+ /**
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+ * The application status indicating the account's onboarding state
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+ */
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+ applicationStatus: ApplicationStatus;
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+ };
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+
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+ /**
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+ * Result from ConnectBankAccounts component.
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+ */
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+ export declare type ConnectBankAccountsResult_alias_1 = {
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+ accounts: BankAccount_alias_1[];
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+ applicationStatus: ApplicationStatus_alias_1;
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+ };
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+
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  /**
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  * Renders the CapitalOS Connect To Vendors experience.
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  */
@@ -672,13 +783,6 @@ export declare type ContactSupportProps = CommonProps & {
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  export declare function decodeOneTimeToken(token: string): any;
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- /**
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- * Renders the CapitalOS Demo Bill Payment Dashboard experience.
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- */
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- export declare function DemoBillPayApp(props: DemoBillPayAppProps): JSX.Element;
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-
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- export declare type DemoBillPayAppProps = CommonProps;
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-
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  /**
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  * Renders the CapitalOS Dev Tools experience.
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  * Allows for simulating transactions, etc.
@@ -1072,6 +1176,10 @@ export declare type ParentFunctions = {
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  policySettings?: {
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  onClose?: () => void;
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  };
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+ connectBankAccounts?: {
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+ onClose?: () => void;
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+ onDone?: (result: ConnectBankAccountsResult_alias_1) => void;
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+ };
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  connectToVendors?: {
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  onClose?: () => void;
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  };
@@ -1200,12 +1308,6 @@ declare const renderingContextSchema: z.ZodIntersection<z.ZodDiscriminatedUnion<
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  entryPoint: "billPayApp";
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  }, {
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  entryPoint: "billPayApp";
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- }>, z.ZodObject<{
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- entryPoint: z.ZodLiteral<"demoBillPayApp">;
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- }, "strip", z.ZodTypeAny, {
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- entryPoint: "demoBillPayApp";
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- }, {
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- entryPoint: "demoBillPayApp";
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  }>, z.ZodObject<{
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  entryPoint: z.ZodLiteral<"cardDetails">;
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  cardId: z.ZodString;
@@ -1266,6 +1368,12 @@ declare const renderingContextSchema: z.ZodIntersection<z.ZodDiscriminatedUnion<
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  entryPoint: "connectToVendors";
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  cardId?: string | undefined;
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  inlineCardOnFile?: boolean | undefined;
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+ }>, z.ZodObject<{
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+ entryPoint: z.ZodLiteral<"connectBankAccounts">;
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+ }, "strip", z.ZodTypeAny, {
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+ entryPoint: "connectBankAccounts";
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+ }, {
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+ entryPoint: "connectBankAccounts";
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  }>, z.ZodObject<{
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  entryPoint: z.ZodLiteral<"insightsDashboard">;
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  }, "strip", z.ZodTypeAny, {
@@ -69,6 +69,76 @@ declare type AllowedExitPoints = {
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  /** @deprecated Use {@link CardsApp} instead */
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  export declare const App: typeof CardsApp;
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71
 
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+ /**
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+ * Application status indicating the account's onboarding state.
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+ * - `ineligible`: Account cannot onboard to CapitalOS
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+ * - `eligible`: Account is eligible to apply (may have already started the application)
76
+ * - `preapproved`: Account has completed underwriting and is either approved or just needs to sign documents
77
+ */
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+ export declare type ApplicationStatus = 'ineligible' | 'eligible' | 'preapproved';
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+
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+ /**
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+ * Application status indicating the account's onboarding state.
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+ * - `ineligible`: Account cannot onboard to CapitalOS
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+ * - `eligible`: Account is eligible to apply (may have already started the application)
84
+ * - `preapproved`: Account has completed underwriting and is either approved or just needs to sign documents
85
+ */
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+ export declare type ApplicationStatus_alias_1 = 'ineligible' | 'eligible' | 'preapproved';
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+
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+ /**
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+ * Bank account information returned from ConnectBankAccounts.
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+ * Field names align with Platform API (LinkedBankAccountDto) for consistency.
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+ */
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+ export declare type BankAccount = {
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+ /**
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+ * The unique identifier for the external account in CapitalOS
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+ */
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+ id: string;
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+ /**
98
+ * The name of the bank (e.g., "Chase", "Bank of America")
99
+ */
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+ bankName: string;
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+ /**
102
+ * The account name (e.g., "Checking Account")
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+ */
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+ accountName: string;
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+ /**
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+ * Last 4 digits of the account number
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+ */
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+ accountNumberMask: string;
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+ /**
110
+ * Full account number
111
+ */
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+ accountNumber: string;
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+ /**
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+ * Bank routing number
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+ */
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+ routingNumber: string;
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+ /**
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+ * The account type (e.g., "checking", "savings")
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+ */
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+ type: string;
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+ /**
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+ * Account status
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+ */
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+ status: 'enabled' | 'disabled';
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+ };
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+
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+ /**
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+ * Bank account information returned from ConnectBankAccounts.
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+ * Field names align with Platform API (LinkedBankAccountDto) for consistency.
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+ */
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+ export declare type BankAccount_alias_1 = {
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+ id: string;
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+ bankName: string;
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+ accountName: string;
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+ accountNumberMask: string;
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+ accountNumber: string;
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+ routingNumber: string;
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+ type: string;
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+ status: 'enabled' | 'disabled';
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+ };
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+
72
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  /**
73
143
  * Renders the CapitalOS Bill Payment Dashboard experience.
74
144
  */
@@ -298,7 +368,6 @@ declare const cardApiDtoSchema: z_2.ZodObject<{
298
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  trackingUrl: z_2.ZodNullable<z_2.ZodString>;
299
369
  }, "strip", z_2.ZodTypeAny, {
300
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  status: "pending" | "canceled" | "rejected" | "returned" | "shipped";
301
- method: "usps" | "fedexPriorityOvernight" | "fedexTwoDay";
302
371
  address: {
303
372
  addressLine1: string;
304
373
  city: string;
@@ -306,6 +375,7 @@ declare const cardApiDtoSchema: z_2.ZodObject<{
306
375
  zipcode: string;
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  addressLine2?: string | null | undefined;
308
377
  };
378
+ method: "usps" | "fedexPriorityOvernight" | "fedexTwoDay";
309
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  recipientName: string;
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  returnReason: string | null;
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  shippedAt: string | null;
@@ -321,7 +391,6 @@ declare const cardApiDtoSchema: z_2.ZodObject<{
321
391
  trackingUrl: string | null;
322
392
  }, {
323
393
  status: "pending" | "canceled" | "rejected" | "returned" | "shipped";
324
- method: "usps" | "fedexPriorityOvernight" | "fedexTwoDay";
325
394
  address: {
326
395
  addressLine1: string;
327
396
  city: string;
@@ -329,6 +398,7 @@ declare const cardApiDtoSchema: z_2.ZodObject<{
329
398
  zipcode: string;
330
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  addressLine2?: string | null | undefined;
331
400
  };
401
+ method: "usps" | "fedexPriorityOvernight" | "fedexTwoDay";
332
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  recipientName: string;
333
403
  returnReason: string | null;
334
404
  shippedAt: string | null;
@@ -349,7 +419,6 @@ declare const cardApiDtoSchema: z_2.ZodObject<{
349
419
  status: "active" | "canceled" | "disabled";
350
420
  shipment: {
351
421
  status: "pending" | "canceled" | "rejected" | "returned" | "shipped";
352
- method: "usps" | "fedexPriorityOvernight" | "fedexTwoDay";
353
422
  address: {
354
423
  addressLine1: string;
355
424
  city: string;
@@ -357,6 +426,7 @@ declare const cardApiDtoSchema: z_2.ZodObject<{
357
426
  zipcode: string;
358
427
  addressLine2?: string | null | undefined;
359
428
  };
429
+ method: "usps" | "fedexPriorityOvernight" | "fedexTwoDay";
360
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  recipientName: string;
361
431
  returnReason: string | null;
362
432
  shippedAt: string | null;
@@ -376,7 +446,6 @@ declare const cardApiDtoSchema: z_2.ZodObject<{
376
446
  status: "active" | "canceled" | "disabled";
377
447
  shipment: {
378
448
  status: "pending" | "canceled" | "rejected" | "returned" | "shipped";
379
- method: "usps" | "fedexPriorityOvernight" | "fedexTwoDay";
380
449
  address: {
381
450
  addressLine1: string;
382
451
  city: string;
@@ -384,6 +453,7 @@ declare const cardApiDtoSchema: z_2.ZodObject<{
384
453
  zipcode: string;
385
454
  addressLine2?: string | null | undefined;
386
455
  };
456
+ method: "usps" | "fedexPriorityOvernight" | "fedexTwoDay";
387
457
  recipientName: string;
388
458
  returnReason: string | null;
389
459
  shippedAt: string | null;
@@ -438,7 +508,6 @@ declare const cardApiDtoSchema: z_2.ZodObject<{
438
508
  status: "active" | "canceled" | "disabled";
439
509
  shipment: {
440
510
  status: "pending" | "canceled" | "rejected" | "returned" | "shipped";
441
- method: "usps" | "fedexPriorityOvernight" | "fedexTwoDay";
442
511
  address: {
443
512
  addressLine1: string;
444
513
  city: string;
@@ -446,6 +515,7 @@ declare const cardApiDtoSchema: z_2.ZodObject<{
446
515
  zipcode: string;
447
516
  addressLine2?: string | null | undefined;
448
517
  };
518
+ method: "usps" | "fedexPriorityOvernight" | "fedexTwoDay";
449
519
  recipientName: string;
450
520
  returnReason: string | null;
451
521
  shippedAt: string | null;
@@ -501,7 +571,6 @@ declare const cardApiDtoSchema: z_2.ZodObject<{
501
571
  status: "active" | "canceled" | "disabled";
502
572
  shipment: {
503
573
  status: "pending" | "canceled" | "rejected" | "returned" | "shipped";
504
- method: "usps" | "fedexPriorityOvernight" | "fedexTwoDay";
505
574
  address: {
506
575
  addressLine1: string;
507
576
  city: string;
@@ -509,6 +578,7 @@ declare const cardApiDtoSchema: z_2.ZodObject<{
509
578
  zipcode: string;
510
579
  addressLine2?: string | null | undefined;
511
580
  };
581
+ method: "usps" | "fedexPriorityOvernight" | "fedexTwoDay";
512
582
  recipientName: string;
513
583
  returnReason: string | null;
514
584
  shippedAt: string | null;
@@ -642,6 +712,47 @@ export declare type ConfigureAutoPayProps = CommonProps & {
642
712
  onClose: () => void;
643
713
  };
644
714
 
715
+ /**
716
+ * Renders the CapitalOS Connect Bank Accounts experience.
717
+ * This component guides users through connecting their bank account via Plaid
718
+ * and returns all connected accounts along with the application status.
719
+ */
720
+ export declare function ConnectBankAccounts({ onClose, onDone, ...restOfProps }: ConnectBankAccountsProps): JSX.Element;
721
+
722
+ export declare type ConnectBankAccountsProps = CommonProps & {
723
+ /**
724
+ * Callback to invoke when the user closes the bank account connection screen.
725
+ */
726
+ onClose: () => void;
727
+ /**
728
+ * Callback to invoke when the bank account connection is completed successfully.
729
+ *
730
+ * @param result - Object containing the connected accounts and application status
731
+ * @param result.accounts - Array of connected bank accounts
732
+ * @param result.applicationStatus - The account's onboarding state
733
+ */
734
+ onDone: (result: ConnectBankAccountsResult) => void;
735
+ };
736
+
737
+ export declare type ConnectBankAccountsResult = {
738
+ /**
739
+ * Array of connected bank accounts
740
+ */
741
+ accounts: BankAccount[];
742
+ /**
743
+ * The application status indicating the account's onboarding state
744
+ */
745
+ applicationStatus: ApplicationStatus;
746
+ };
747
+
748
+ /**
749
+ * Result from ConnectBankAccounts component.
750
+ */
751
+ export declare type ConnectBankAccountsResult_alias_1 = {
752
+ accounts: BankAccount_alias_1[];
753
+ applicationStatus: ApplicationStatus_alias_1;
754
+ };
755
+
645
756
  /**
646
757
  * Renders the CapitalOS Connect To Vendors experience.
647
758
  */
@@ -672,13 +783,6 @@ export declare type ContactSupportProps = CommonProps & {
672
783
 
673
784
  export declare function decodeOneTimeToken(token: string): any;
674
785
 
675
- /**
676
- * Renders the CapitalOS Demo Bill Payment Dashboard experience.
677
- */
678
- export declare function DemoBillPayApp(props: DemoBillPayAppProps): JSX.Element;
679
-
680
- export declare type DemoBillPayAppProps = CommonProps;
681
-
682
786
  /**
683
787
  * Renders the CapitalOS Dev Tools experience.
684
788
  * Allows for simulating transactions, etc.
@@ -1072,6 +1176,10 @@ export declare type ParentFunctions = {
1072
1176
  policySettings?: {
1073
1177
  onClose?: () => void;
1074
1178
  };
1179
+ connectBankAccounts?: {
1180
+ onClose?: () => void;
1181
+ onDone?: (result: ConnectBankAccountsResult_alias_1) => void;
1182
+ };
1075
1183
  connectToVendors?: {
1076
1184
  onClose?: () => void;
1077
1185
  };
@@ -1200,12 +1308,6 @@ declare const renderingContextSchema: z.ZodIntersection<z.ZodDiscriminatedUnion<
1200
1308
  entryPoint: "billPayApp";
1201
1309
  }, {
1202
1310
  entryPoint: "billPayApp";
1203
- }>, z.ZodObject<{
1204
- entryPoint: z.ZodLiteral<"demoBillPayApp">;
1205
- }, "strip", z.ZodTypeAny, {
1206
- entryPoint: "demoBillPayApp";
1207
- }, {
1208
- entryPoint: "demoBillPayApp";
1209
1311
  }>, z.ZodObject<{
1210
1312
  entryPoint: z.ZodLiteral<"cardDetails">;
1211
1313
  cardId: z.ZodString;
@@ -1266,6 +1368,12 @@ declare const renderingContextSchema: z.ZodIntersection<z.ZodDiscriminatedUnion<
1266
1368
  entryPoint: "connectToVendors";
1267
1369
  cardId?: string | undefined;
1268
1370
  inlineCardOnFile?: boolean | undefined;
1371
+ }>, z.ZodObject<{
1372
+ entryPoint: z.ZodLiteral<"connectBankAccounts">;
1373
+ }, "strip", z.ZodTypeAny, {
1374
+ entryPoint: "connectBankAccounts";
1375
+ }, {
1376
+ entryPoint: "connectBankAccounts";
1269
1377
  }>, z.ZodObject<{
1270
1378
  entryPoint: z.ZodLiteral<"insightsDashboard">;
1271
1379
  }, "strip", z.ZodTypeAny, {