@elizaos/plugin-finances 2.0.11-beta.7

package/LICENSE

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+MIT License
+
+Copyright (c) 2026 Shaw Walters and elizaOS Contributors
+
+Permission is hereby granted, free of charge, to any person obtaining a copy
+of this software and associated documentation files (the "Software"), to deal
+in the Software without restriction, including without limitation the rights
+to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
+copies of the Software, and to permit persons to whom the Software is
+furnished to do so, subject to the following conditions:
+
+The above copyright notice and this permission notice shall be included in all
+copies or substantial portions of the Software.
+
+THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
+IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
+FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
+AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
+LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
+OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
+SOFTWARE.

package/README.md

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+# @elizaos/plugin-finances
+
+Owner-facing finance dashboard for elizaOS: balance summary, transactions, and recurring charges.
+
+## Plugin surface
+
+**Back-end**
+- `runPaymentsHandler`, `MONEY_PARAMETERS`, `OWNER_FINANCE_SIMILES`, `MONEY_TAGS`, `MONEY_CONTEXTS` (`src/actions/finances.ts`) — the payments OWNER_FINANCES dispatch and parameter schema. `@elizaos/plugin-personal-assistant` imports these; the registered `OWNER_FINANCES` umbrella action stays in PA because it also routes `subscription_*` to PA's subscription back-end.
+- `FinancesService` (`src/finances-service.ts`) — payment sources, CSV import, transactions, spending summaries, recurring-charge detection, and email bills. Holds its own runtime + `FinancesRepository`.
+- `FinancesRepository` (`src/db/finances-repository.ts`) — raw SQL over `app_finances`.
+
+**View**
+- `finances` — `FinancesView` at `/finances` with balance summary, transactions, and recurring charges. Bundle: `dist/views/bundle.js`.
+
+**Schema** — `pgSchema("app_finances")` (`financesDbSchema`) with five tables:
+- `lifePaymentSources` (`life_payment_sources`) — payment source records per agent.
+- `lifePaymentTransactions` (`life_payment_transactions`) — transactions; amounts stored as `amount_usd` (real), not minor units, to preserve the original LifeOps schema during the non-destructive copy migration.
+- `lifeSubscriptionAudits` (`life_subscription_audits`) — subscription audit runs.
+- `lifeSubscriptionCandidates` (`life_subscription_candidates`) — detected subscription candidates.
+- `lifeSubscriptionCancellations` (`life_subscription_cancellations`) — cancellation records.
+
+Table names are preserved verbatim from the original LifeOps tables (`life_payment_*`, `life_subscription_*`) so the non-destructive copy migration (`FinancesMigrationService`) can move existing `app_lifeops` rows across without data loss.
+
+## Commands
+
+```bash
+bun run --cwd plugins/plugin-finances typecheck
+bun run --cwd plugins/plugin-finances lint
+bun run --cwd plugins/plugin-finances test
+bun run --cwd plugins/plugin-finances build
+bun run --cwd plugins/plugin-finances build:js
+bun run --cwd plugins/plugin-finances build:views
+bun run --cwd plugins/plugin-finances build:types
+bun run --cwd plugins/plugin-finances clean
+```
+
+## Config / env vars
+
+| Variable | Required | Description |
+|---|---|---|
+| `ELIZA_TOKEN_ENCRYPTION_KEY` | No | 32-byte (base64/hex) key encrypting Plaid / PayPal tokens at rest. Falls back to a lazily-generated file under `<oauth-dir>/lifeops/payments/.encryption-key` (mode 0600). |
+| `ELIZAOS_CLOUD_API_KEY` | No | Eliza Cloud API key for the managed Plaid / PayPal bridges. |
+| `ELIZAOS_CLOUD_BASE_URL` | No | Eliza Cloud base URL override for the managed bridges. |
+
+## Conventions
+
+- ESM only (`"type": "module"`).
+- Drizzle schema is registered through the `schema` field on the Plugin object; the elizaOS runtime owns migrations. No manual migration runner here.
+- Amounts are stored in USD (`amount_usd` real), not minor units. New UI and API code should round inbound decimal values at the boundary and convert to minor units only for display/export. A future schema migration can move storage to integer minor units once the LifeOps compatibility window closes.
+- Requires `@elizaos/plugin-sql` to be loaded first (peer dep + declared in the plugin `dependencies` array).
+- Do NOT import `@elizaos/plugin-personal-assistant` from this package.

package/assets/hero.svg

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+<svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 1024 1024" width="1024" height="1024" role="img" aria-label="Finances">
+  <defs>
+    <linearGradient id="bg-finances" x1="0" y1="0" x2="1" y2="1">
+      <stop offset="0" stop-color="#15281f"/>
+      <stop offset="1" stop-color="#0b1915"/>
+    </linearGradient>
+    <radialGradient id="blobA-finances" cx="0.5" cy="0.5" r="0.5">
+      <stop offset="0" stop-color="#2fda85" stop-opacity="0.55"/>
+      <stop offset="1" stop-color="#2fda85" stop-opacity="0"/>
+    </radialGradient>
+    <radialGradient id="blobB-finances" cx="0.5" cy="0.5" r="0.5">
+      <stop offset="0" stop-color="#28c3be" stop-opacity="0.5"/>
+      <stop offset="1" stop-color="#28c3be" stop-opacity="0"/>
+    </radialGradient>
+    <radialGradient id="vig-finances" cx="0.5" cy="0.42" r="0.75">
+      <stop offset="0" stop-color="#000000" stop-opacity="0"/>
+      <stop offset="0.72" stop-color="#000000" stop-opacity="0"/>
+      <stop offset="1" stop-color="#000000" stop-opacity="0.5"/>
+    </radialGradient>
+    <linearGradient id="label-finances" x1="0" y1="0" x2="0" y2="1">
+      <stop offset="0" stop-color="#000000" stop-opacity="0"/>
+      <stop offset="1" stop-color="#000000" stop-opacity="0.55"/>
+    </linearGradient>
+    <filter id="soft-finances" x="-30%" y="-30%" width="160%" height="160%">
+      <feGaussianBlur stdDeviation="46"/>
+    </filter>
+    <filter id="iglow-finances" x="-40%" y="-40%" width="180%" height="180%">
+      <feDropShadow dx="0" dy="0" stdDeviation="14" flood-color="#45ed99" flood-opacity="0.45"/>
+    </filter>
+  </defs>
+
+  <rect width="1024" height="1024" fill="url(#bg-finances)"/>
+
+  <g opacity="0.9">
+    <circle cx="232" cy="220" r="300" fill="url(#blobA-finances)" filter="url(#soft-finances)"/>
+    <circle cx="840" cy="800" r="340" fill="url(#blobB-finances)" filter="url(#soft-finances)"/>
+  </g>
+
+  <g stroke="#d7eae0" stroke-width="1.4" opacity="0.06">
+    <line x1="0" y1="256" x2="1024" y2="256"/>
+    <line x1="0" y1="512" x2="1024" y2="512"/>
+    <line x1="0" y1="768" x2="1024" y2="768"/>
+    <line x1="256" y1="0" x2="256" y2="1024"/>
+    <line x1="512" y1="0" x2="512" y2="1024"/>
+    <line x1="768" y1="0" x2="768" y2="1024"/>
+  </g>
+
+  <g opacity="0.5">
+    <path d="M120 470 A 400 400 0 0 1 904 470" fill="none" stroke="#45ed99" stroke-width="3" opacity="0.35"/>
+  </g>
+
+  <g transform="translate(512 432)" filter="url(#iglow-finances)"
+     color="#d7eae0" stroke="#d7eae0" stroke-width="20"
+     stroke-linecap="round" stroke-linejoin="round" fill="none">
+    <polyline points="-150,-150 -150,150 150,150"/>
+    <polyline points="-118,86 -50,-2 6,52 76,-62 132,-104" fill="none"/>
+    <circle cx="-50" cy="-2" r="13" stroke-width="0" fill="currentColor"/>
+    <circle cx="76" cy="-62" r="13" stroke-width="0" fill="currentColor"/>
+    <circle cx="132" cy="-104" r="13" stroke-width="0" fill="currentColor"/>
+  </g>
+
+  <rect x="0" y="784" width="1024" height="240" fill="url(#label-finances)"/>
+  <text x="512" y="892" text-anchor="middle"
+        font-family="system-ui, -apple-system, Segoe UI, Roboto, sans-serif"
+        font-size="76" font-weight="600" letter-spacing="0.5"
+        fill="#d7eae0">Finances</text>
+  <rect x="460" y="924" width="104" height="6" rx="3" fill="#45ed99"/>
+
+  <rect width="1024" height="1024" fill="url(#vig-finances)"/>
+</svg>

package/package.json

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+{
+  "name": "@elizaos/plugin-finances",
+  "version": "2.0.11-beta.7",
+  "type": "module",
+  "description": "Owner finances overlay app: finance dashboard, transactions, recurring charges. Hooks into other finance providers later.",
+  "main": "./dist/index.js",
+  "scripts": {
+    "typecheck": "tsc --noEmit -p tsconfig.json",
+    "lint": "bunx @biomejs/biome check src/",
+    "test": "bunx vitest run --config ./vitest.config.ts",
+    "build": "bun run build:js && bun run build:views && bun run build:types",
+    "clean": "rm -rf dist",
+    "build:js": "tsup --config ../tsup.plugin-packages.shared.ts",
+    "build:views": "bunx --bun vite build --config vite.config.views.ts",
+    "build:types": "bunx tsc --noCheck -p tsconfig.build.json"
+  },
+  "exports": {
+    "./package.json": "./package.json",
+    ".": {
+      "types": "./dist/index.d.ts",
+      "eliza-source": {
+        "types": "./src/index.ts",
+        "import": "./src/index.ts",
+        "default": "./src/index.ts"
+      },
+      "import": "./dist/index.js",
+      "default": "./dist/index.js"
+    },
+    "./plugin": {
+      "types": "./dist/plugin.d.ts",
+      "eliza-source": {
+        "types": "./src/plugin.ts",
+        "import": "./src/plugin.ts",
+        "default": "./src/plugin.ts"
+      },
+      "import": "./dist/plugin.js",
+      "default": "./dist/plugin.js"
+    },
+    "./*.css": "./dist/*.css",
+    "./*": {
+      "types": "./dist/*.d.ts",
+      "eliza-source": {
+        "types": "./src/*.ts",
+        "import": "./src/*.ts",
+        "default": "./src/*.ts"
+      },
+      "import": "./dist/*.js",
+      "default": "./dist/*.js"
+    }
+  },
+  "dependencies": {
+    "@elizaos/agent": "2.0.11-beta.7",
+    "@elizaos/app-core": "2.0.11-beta.7",
+    "@elizaos/core": "2.0.11-beta.7",
+    "@elizaos/plugin-browser": "2.0.11-beta.7",
+    "@elizaos/plugin-elizacloud": "2.0.11-beta.7",
+    "@elizaos/plugin-google": "2.0.11-beta.7",
+    "@elizaos/shared": "2.0.11-beta.7",
+    "@elizaos/ui": "2.0.11-beta.7",
+    "drizzle-orm": "^0.45.1",
+    "lucide-react": "^1.0.0"
+  },
+  "peerDependencies": {
+    "@elizaos/plugin-sql": "2.0.11-beta.7",
+    "react": "^19.0.0",
+    "react-dom": "^19.0.0"
+  },
+  "elizaos": {
+    "app": {
+      "displayName": "Finances",
+      "category": "owner"
+    }
+  },
+  "publishConfig": {
+    "access": "public"
+  },
+  "types": "./dist/index.d.ts",
+  "files": [
+    "assets",
+    "dist"
+  ],
+  "devDependencies": {
+    "@biomejs/biome": "^2.4.14",
+    "@types/node": "^25.0.6",
+    "@types/react": "^19.0.0",
+    "@types/react-dom": "^19.0.0",
+    "react": "^19.0.0",
+    "react-dom": "^19.0.0",
+    "tsup": "^8.5.1",
+    "typescript": "^6.0.3",
+    "vite": "^8.0.0",
+    "vitest": "^4.0.17"
+  },
+  "gitHead": "cdbc876f793d96073d7eb0d09715a031ce0cd32e"
+}