@elizaos/plugin-finances 2.0.3-beta.6 → 2.0.3-beta.7

package/dist/views/bundle.js

@@ -0,0 +1,411 @@
+import { client as e } from "@elizaos/ui";
+import { Button as t, Card as n, HStack as r, List as i, SpatialSurface as a, Text as o, VStack as s } from "@elizaos/ui/spatial";
+import { useCallback as c, useEffect as l, useMemo as u, useRef as d, useState as f } from "react";
+import { Fragment as p, jsx as m, jsxs as h } from "react/jsx-runtime";
+var g = {
+	state: "loading",
+	balance: {
+		net: "",
+		negative: !1,
+		income: "",
+		outflow: "",
+		asOf: ""
+	},
+	transactions: [],
+	recurring: [],
+	note: ""
+};
+function _({ snapshot: e, onAction: t }) {
+	let r = (e) => () => t?.(e);
+	return /* @__PURE__ */ m(n, {
+		gap: 1,
+		padding: 1,
+		children: e.state === "loading" ? /* @__PURE__ */ m(o, {
+			tone: "muted",
+			align: "center",
+			style: "caption",
+			children: "Loading"
+		}) : e.state === "error" ? /* @__PURE__ */ m(v, {
+			snapshot: e,
+			dispatch: r
+		}) : e.state === "empty" ? /* @__PURE__ */ m(y, { dispatch: r }) : /* @__PURE__ */ m(b, {
+			snapshot: e,
+			dispatch: r
+		})
+	});
+}
+function v({ snapshot: e, dispatch: n }) {
+	return /* @__PURE__ */ h(p, { children: [
+		/* @__PURE__ */ m(o, {
+			bold: !0,
+			children: "Could not load finances"
+		}),
+		/* @__PURE__ */ m(o, {
+			tone: "danger",
+			style: "caption",
+			children: e.error ?? "Could not load finances."
+		}),
+		/* @__PURE__ */ m(r, {
+			gap: 1,
+			children: /* @__PURE__ */ m(t, {
+				agent: "retry",
+				onPress: n("retry"),
+				children: "Retry"
+			})
+		})
+	] });
+}
+function y({ dispatch: e }) {
+	return /* @__PURE__ */ h(p, { children: [/* @__PURE__ */ m(o, {
+		bold: !0,
+		children: "None"
+	}), /* @__PURE__ */ m(r, {
+		gap: 1,
+		children: /* @__PURE__ */ m(t, {
+			agent: "connect",
+			onPress: e("connect"),
+			children: "Connect"
+		})
+	})] });
+}
+function b({ snapshot: e, dispatch: t }) {
+	return /* @__PURE__ */ h(p, { children: [
+		e.note ? /* @__PURE__ */ m(o, {
+			tone: "warning",
+			style: "caption",
+			children: e.note
+		}) : null,
+		/* @__PURE__ */ m(x, { balance: e.balance }),
+		/* @__PURE__ */ m(S, {
+			transactions: e.transactions,
+			dispatch: t
+		}),
+		/* @__PURE__ */ m(C, {
+			recurring: e.recurring,
+			dispatch: t
+		})
+	] });
+}
+function x({ balance: e }) {
+	return /* @__PURE__ */ h(p, { children: [
+		/* @__PURE__ */ m(o, {
+			style: "caption",
+			tone: "muted",
+			children: "Balance"
+		}),
+		/* @__PURE__ */ m(o, {
+			bold: !0,
+			tone: e.negative ? "danger" : "primary",
+			wrap: !1,
+			children: e.net
+		}),
+		/* @__PURE__ */ h(r, {
+			gap: 1,
+			width: "100%",
+			children: [/* @__PURE__ */ h(o, {
+				style: "caption",
+				tone: "muted",
+				wrap: !1,
+				children: ["In ", e.income]
+			}), /* @__PURE__ */ h(o, {
+				style: "caption",
+				tone: "muted",
+				wrap: !1,
+				children: ["Out ", e.outflow]
+			})]
+		}),
+		e.asOf ? /* @__PURE__ */ h(o, {
+			style: "caption",
+			tone: "muted",
+			wrap: !1,
+			children: ["As of ", e.asOf]
+		}) : null
+	] });
+}
+function S({ transactions: e, dispatch: n }) {
+	return /* @__PURE__ */ h(p, { children: [/* @__PURE__ */ h(o, {
+		style: "caption",
+		tone: "muted",
+		children: [
+			"Transactions (",
+			e.length,
+			")"
+		]
+	}), e.length === 0 ? /* @__PURE__ */ m(o, {
+		tone: "muted",
+		style: "caption",
+		children: "None"
+	}) : /* @__PURE__ */ m(i, {
+		gap: 0,
+		children: e.map((e) => /* @__PURE__ */ h(r, {
+			gap: 1,
+			align: "center",
+			width: "100%",
+			agent: `txn-${e.id}`,
+			children: [
+				/* @__PURE__ */ h(s, {
+					gap: 0,
+					grow: 1,
+					children: [/* @__PURE__ */ m(o, {
+						bold: !0,
+						wrap: !1,
+						children: e.description
+					}), /* @__PURE__ */ m(o, {
+						style: "caption",
+						tone: "muted",
+						wrap: !1,
+						children: e.meta
+					})]
+				}),
+				/* @__PURE__ */ m(o, {
+					tone: e.outflow ? "danger" : "primary",
+					wrap: !1,
+					children: e.amount
+				}),
+				/* @__PURE__ */ m(t, {
+					agent: `open-txn-${e.id}`,
+					onPress: n(`txn-${e.id}`),
+					children: "›"
+				})
+			]
+		}, e.id))
+	})] });
+}
+function C({ recurring: e, dispatch: n }) {
+	return /* @__PURE__ */ h(p, { children: [/* @__PURE__ */ h(o, {
+		style: "caption",
+		tone: "muted",
+		children: [
+			"Recurring (",
+			e.length,
+			")"
+		]
+	}), e.length === 0 ? /* @__PURE__ */ m(o, {
+		tone: "muted",
+		style: "caption",
+		children: "None"
+	}) : /* @__PURE__ */ m(i, {
+		gap: 0,
+		children: e.map((e) => /* @__PURE__ */ h(r, {
+			gap: 1,
+			align: "center",
+			width: "100%",
+			agent: `bill-${e.id}`,
+			children: [
+				/* @__PURE__ */ h(s, {
+					gap: 0,
+					grow: 1,
+					children: [/* @__PURE__ */ m(o, {
+						bold: !0,
+						wrap: !1,
+						children: e.label
+					}), /* @__PURE__ */ m(o, {
+						style: "caption",
+						tone: "muted",
+						wrap: !1,
+						children: e.meta
+					})]
+				}),
+				/* @__PURE__ */ m(o, {
+					wrap: !1,
+					children: e.amount
+				}),
+				/* @__PURE__ */ m(t, {
+					agent: `open-bill-${e.id}`,
+					onPress: n(`bill-${e.id}`),
+					children: "›"
+				})
+			]
+		}, e.id))
+	})] });
+}
+//#endregion
+//#region src/components/finances/FinancesView.tsx
+async function w(t) {
+	let n = await fetch(`${e.getBaseUrl()}${t}`);
+	if (!n.ok) throw Error(`Money request failed (${n.status}): ${t}`);
+	return await n.json();
+}
+var T = {
+	fetchDashboard: () => w("/api/lifeops/money/dashboard"),
+	fetchSources: () => w("/api/lifeops/money/sources"),
+	fetchTransactions: () => w("/api/lifeops/money/transactions"),
+	fetchRecurring: () => w("/api/lifeops/money/recurring")
+}, E = "USD";
+function D(e) {
+	return Math.round(e * 100);
+}
+function O(e) {
+	let { spending: t } = e;
+	return {
+		netBalanceMinor: D(t.netUsd),
+		currency: E,
+		monthlyIncomeMinor: D(t.totalIncomeUsd),
+		monthlyOutflowMinor: D(t.totalSpendUsd),
+		asOf: e.generatedAt
+	};
+}
+function k(e) {
+	let t = e.direction === "debit" ? -e.amountUsd : e.amountUsd, n = e.description ?? e.merchantDisplay ?? e.merchantNormalized ?? "Transaction";
+	return {
+		id: e.id,
+		occurredAt: e.postedAt,
+		amountMinor: D(t),
+		currency: e.currency || E,
+		description: n,
+		category: e.category,
+		merchant: e.merchantDisplay ?? e.merchantNormalized ?? null,
+		status: "posted",
+		source: null
+	};
+}
+var A = new Set([
+	"daily",
+	"weekly",
+	"monthly",
+	"quarterly",
+	"yearly"
+]);
+function j(e) {
+	let t = e.cadence === "annual" ? "yearly" : A.has(e.cadence) ? e.cadence : "monthly";
+	return {
+		id: e.merchantNormalized,
+		label: e.merchantDisplay || e.merchantNormalized,
+		amountMinor: D(e.averageAmountUsd),
+		currency: E,
+		cadence: t,
+		nextChargeAt: e.nextExpectedAt,
+		merchant: e.merchantDisplay || e.merchantNormalized,
+		active: !0
+	};
+}
+function M(e, t) {
+	let n = e / 100;
+	try {
+		return new Intl.NumberFormat(void 0, {
+			style: "currency",
+			currency: t
+		}).format(n);
+	} catch {
+		return `${n.toFixed(2)} ${t}`;
+	}
+}
+function N(e) {
+	if (!e) return "";
+	let t = new Date(e);
+	return Number.isNaN(t.getTime()) ? e : t.toLocaleDateString();
+}
+function P(e, t, n = Date.now()) {
+	if (e.netBalanceMinor < 0) return `Balance is negative (${M(e.netBalanceMinor, e.currency)}).`;
+	let r = n + 10080 * 60 * 1e3, i = t.filter((e) => {
+		if (!e.nextChargeAt) return !1;
+		let t = new Date(e.nextChargeAt).getTime();
+		return !Number.isNaN(t) && t >= n && t <= r;
+	}).length;
+	return i > 0 ? `${i} bill${i === 1 ? "" : "s"} due this week.` : "";
+}
+function F(e) {
+	return {
+		net: M(e.netBalanceMinor, e.currency),
+		negative: e.netBalanceMinor < 0,
+		income: M(e.monthlyIncomeMinor, e.currency),
+		outflow: M(e.monthlyOutflowMinor, e.currency),
+		asOf: N(e.asOf)
+	};
+}
+function I(e) {
+	let t = N(e.occurredAt), n = e.category ? `${t} • ${e.category}` : t;
+	return {
+		id: e.id,
+		description: e.description,
+		meta: n,
+		amount: M(e.amountMinor, e.currency),
+		outflow: e.amountMinor < 0
+	};
+}
+function L(e) {
+	let t = N(e.nextChargeAt), n = t ? `${e.cadence} • next ${t}` : e.cadence;
+	return {
+		id: e.id,
+		label: e.label,
+		meta: n,
+		amount: M(e.amountMinor, e.currency)
+	};
+}
+var R = 3e4;
+function z() {
+	let t = e.sendChatMessage;
+	t?.("Connect a payment source so you can track my money.");
+}
+function B(t = {}) {
+	let n = t.fetchers ?? T, [r, i] = f({ kind: "loading" }), o = d(n);
+	o.current = n;
+	let s = c((e = !1) => {
+		let t = !1;
+		return e || i({ kind: "loading" }), Promise.all([
+			o.current.fetchDashboard(),
+			o.current.fetchSources(),
+			o.current.fetchTransactions(),
+			o.current.fetchRecurring()
+		]).then(([e, n, r, a]) => {
+			t || i({
+				kind: "ready",
+				data: {
+					hasSource: n.sources.some((e) => e.status !== "disconnected"),
+					balance: O(e),
+					transactions: r.transactions.map(k),
+					recurring: a.charges.map(j)
+				}
+			});
+		}).catch((n) => {
+			t || e || i({
+				kind: "error",
+				message: n instanceof Error ? n.message : "Could not load finances."
+			});
+		}), () => {
+			t = !0;
+		};
+	}, []);
+	return l(() => s(), [s]), l(() => {
+		let e = setInterval(() => s(!0), R);
+		return () => clearInterval(e);
+	}, [s]), /* @__PURE__ */ m(a, { children: /* @__PURE__ */ m(_, {
+		snapshot: u(() => {
+			if (r.kind === "loading") return g;
+			if (r.kind === "error") return {
+				...g,
+				state: "error",
+				error: r.message
+			};
+			let { hasSource: e, balance: t, transactions: n, recurring: i } = r.data;
+			return e ? {
+				state: "ready",
+				balance: F(t),
+				transactions: n.map(I),
+				recurring: i.map(L),
+				note: P(t, i)
+			} : {
+				...g,
+				state: "empty"
+			};
+		}, [r]),
+		onAction: c((t) => {
+			if (t === "retry") {
+				s();
+				return;
+			}
+			if (t === "connect") {
+				z();
+				return;
+			}
+			if (t.startsWith("txn-") || t.startsWith("bill-")) {
+				let n = e.sendChatMessage;
+				n?.(`Show me the details for ${t}.`);
+			}
+		}, [s])
+	}) });
+}
+//#endregion
+export { B as FinancesView };
+
+//# sourceMappingURL=bundle.js.map

package/dist/views/bundle.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"bundle.js","names":[],"sources":["../../src/components/finances/FinancesSpatialView.tsx","../../src/components/finances/FinancesView.tsx"],"sourcesContent":["/**\n * FinancesSpatialView — the owner finance dashboard authored once with the\n * spatial vocabulary, so it renders correctly wherever it is displayed:\n *\n *   - GUI / XR — mounted in `<SpatialSurface>` (DOM; XR scales up).\n *   - TUI      — rendered to real terminal lines by the agent terminal, via\n *                `registerSpatialTerminalView` (see `register-terminal-view.tsx`).\n *\n * It is purely presentational (a snapshot + an action callback in, primitives\n * out) and imports only the cross-modality primitives, so it is safe to render\n * in the Node agent process where the terminal lives (no browser/client import).\n *\n * The balance, transactions, and recurring charges — including every currency\n * amount — arrive ALREADY FORMATTED as display strings from the data wrapper\n * ({@link ./FinancesView.tsx}); this component never fetches, computes a total,\n * or runs financial math. It displays the snapshot and dispatches actions.\n */\n\nimport { Button, Card, HStack, List, Text, VStack } from \"@elizaos/ui/spatial\";\n\n/** Which render state the dashboard is in. */\nexport type FinancesViewState = \"loading\" | \"error\" | \"empty\" | \"ready\";\n\n/** A balance summary row, already projected to display strings by the wrapper. */\nexport interface FinanceBalanceCard {\n  /** Pre-formatted net balance (e.g. \"$2,765.50\"). */\n  net: string;\n  /** True when the net balance is below zero (drives tone, no math here). */\n  negative: boolean;\n  /** Pre-formatted money in over the window (e.g. \"$4,000.00\"). */\n  income: string;\n  /** Pre-formatted money out over the window (e.g. \"$1,234.50\"). */\n  outflow: string;\n  /** Pre-formatted \"as of\" date label, or empty. */\n  asOf: string;\n}\n\n/** One transaction row, already projected to display strings by the wrapper. */\nexport interface FinanceTransactionCard {\n  id: string;\n  description: string;\n  /** Pre-formatted secondary line (date + optional category). */\n  meta: string;\n  /** Pre-formatted signed amount (e.g. \"-$42.50\"). */\n  amount: string;\n  /** True when the amount is an outflow (drives tone, no math here). */\n  outflow: boolean;\n}\n\n/** One recurring-charge row, already projected to display strings. */\nexport interface FinanceRecurringCard {\n  id: string;\n  label: string;\n  /** Pre-formatted secondary line (cadence + next-charge date). */\n  meta: string;\n  /** Pre-formatted amount (e.g. \"$15.99\"). */\n  amount: string;\n}\n\nexport interface FinancesSnapshot {\n  /** The dashboard state machine. */\n  state: FinancesViewState;\n  /** Balance summary (only meaningful when state === \"ready\"). */\n  balance: FinanceBalanceCard;\n  /** Recent transactions (only meaningful when state === \"ready\"). */\n  transactions: FinanceTransactionCard[];\n  /** Recurring charges (only meaningful when state === \"ready\"). */\n  recurring: FinanceRecurringCard[];\n  /** One quiet proactive line, or empty when there is no genuine signal. */\n  note: string;\n  /** Error message when state === \"error\". */\n  error?: string;\n}\n\nconst EMPTY_BALANCE: FinanceBalanceCard = {\n  net: \"\",\n  negative: false,\n  income: \"\",\n  outflow: \"\",\n  asOf: \"\",\n};\n\nexport const EMPTY_FINANCES_SNAPSHOT: FinancesSnapshot = {\n  state: \"loading\",\n  balance: EMPTY_BALANCE,\n  transactions: [],\n  recurring: [],\n  note: \"\",\n};\n\nexport interface FinancesSpatialViewProps {\n  snapshot: FinancesSnapshot;\n  /**\n   * Dispatch by agent id:\n   *   `retry`            reload after an error,\n   *   `connect`          route a connect-a-source request to chat,\n   *   `txn-<id>`         open a transaction,\n   *   `bill-<id>`        open a recurring charge.\n   */\n  onAction?: (action: string) => void;\n}\n\nexport function FinancesSpatialView({\n  snapshot,\n  onAction,\n}: FinancesSpatialViewProps) {\n  const dispatch = (action: string) => () => onAction?.(action);\n\n  return (\n    <Card gap={1} padding={1}>\n      {snapshot.state === \"loading\" ? (\n        <Text tone=\"muted\" align=\"center\" style=\"caption\">\n          Loading\n        </Text>\n      ) : snapshot.state === \"error\" ? (\n        <FinancesErrorBody snapshot={snapshot} dispatch={dispatch} />\n      ) : snapshot.state === \"empty\" ? (\n        <FinancesEmptyBody dispatch={dispatch} />\n      ) : (\n        <FinancesReadyBody snapshot={snapshot} dispatch={dispatch} />\n      )}\n    </Card>\n  );\n}\n\nfunction FinancesErrorBody({\n  snapshot,\n  dispatch,\n}: {\n  snapshot: FinancesSnapshot;\n  dispatch: (action: string) => () => void;\n}) {\n  return (\n    <>\n      <Text bold>Could not load finances</Text>\n      <Text tone=\"danger\" style=\"caption\">\n        {snapshot.error ?? \"Could not load finances.\"}\n      </Text>\n      <HStack gap={1}>\n        <Button agent=\"retry\" onPress={dispatch(\"retry\")}>\n          Retry\n        </Button>\n      </HStack>\n    </>\n  );\n}\n\nfunction FinancesEmptyBody({\n  dispatch,\n}: {\n  dispatch: (action: string) => () => void;\n}) {\n  return (\n    <>\n      <Text bold>None</Text>\n      <HStack gap={1}>\n        <Button agent=\"connect\" onPress={dispatch(\"connect\")}>\n          Connect\n        </Button>\n      </HStack>\n    </>\n  );\n}\n\nfunction FinancesReadyBody({\n  snapshot,\n  dispatch,\n}: {\n  snapshot: FinancesSnapshot;\n  dispatch: (action: string) => () => void;\n}) {\n  return (\n    <>\n      {snapshot.note ? (\n        <Text tone=\"warning\" style=\"caption\">\n          {snapshot.note}\n        </Text>\n      ) : null}\n      <BalanceSection balance={snapshot.balance} />\n      <TransactionsSection\n        transactions={snapshot.transactions}\n        dispatch={dispatch}\n      />\n      <RecurringSection recurring={snapshot.recurring} dispatch={dispatch} />\n    </>\n  );\n}\n\nfunction BalanceSection({ balance }: { balance: FinanceBalanceCard }) {\n  return (\n    <>\n      <Text style=\"caption\" tone=\"muted\">\n        Balance\n      </Text>\n      <Text bold tone={balance.negative ? \"danger\" : \"primary\"} wrap={false}>\n        {balance.net}\n      </Text>\n      <HStack gap={1} width=\"100%\">\n        <Text style=\"caption\" tone=\"muted\" wrap={false}>\n          In {balance.income}\n        </Text>\n        <Text style=\"caption\" tone=\"muted\" wrap={false}>\n          Out {balance.outflow}\n        </Text>\n      </HStack>\n      {balance.asOf ? (\n        <Text style=\"caption\" tone=\"muted\" wrap={false}>\n          As of {balance.asOf}\n        </Text>\n      ) : null}\n    </>\n  );\n}\n\nfunction TransactionsSection({\n  transactions,\n  dispatch,\n}: {\n  transactions: FinanceTransactionCard[];\n  dispatch: (action: string) => () => void;\n}) {\n  return (\n    <>\n      <Text style=\"caption\" tone=\"muted\">\n        Transactions ({transactions.length})\n      </Text>\n      {transactions.length === 0 ? (\n        <Text tone=\"muted\" style=\"caption\">\n          None\n        </Text>\n      ) : (\n        <List gap={0}>\n          {transactions.map((tx) => (\n            <HStack\n              key={tx.id}\n              gap={1}\n              align=\"center\"\n              width=\"100%\"\n              agent={`txn-${tx.id}`}\n            >\n              <VStack gap={0} grow={1}>\n                <Text bold wrap={false}>\n                  {tx.description}\n                </Text>\n                <Text style=\"caption\" tone=\"muted\" wrap={false}>\n                  {tx.meta}\n                </Text>\n              </VStack>\n              <Text tone={tx.outflow ? \"danger\" : \"primary\"} wrap={false}>\n                {tx.amount}\n              </Text>\n              <Button\n                agent={`open-txn-${tx.id}`}\n                onPress={dispatch(`txn-${tx.id}`)}\n              >\n                ›\n              </Button>\n            </HStack>\n          ))}\n        </List>\n      )}\n    </>\n  );\n}\n\nfunction RecurringSection({\n  recurring,\n  dispatch,\n}: {\n  recurring: FinanceRecurringCard[];\n  dispatch: (action: string) => () => void;\n}) {\n  return (\n    <>\n      <Text style=\"caption\" tone=\"muted\">\n        Recurring ({recurring.length})\n      </Text>\n      {recurring.length === 0 ? (\n        <Text tone=\"muted\" style=\"caption\">\n          None\n        </Text>\n      ) : (\n        <List gap={0}>\n          {recurring.map((row) => (\n            <HStack\n              key={row.id}\n              gap={1}\n              align=\"center\"\n              width=\"100%\"\n              agent={`bill-${row.id}`}\n            >\n              <VStack gap={0} grow={1}>\n                <Text bold wrap={false}>\n                  {row.label}\n                </Text>\n                <Text style=\"caption\" tone=\"muted\" wrap={false}>\n                  {row.meta}\n                </Text>\n              </VStack>\n              <Text wrap={false}>{row.amount}</Text>\n              <Button\n                agent={`open-bill-${row.id}`}\n                onPress={dispatch(`bill-${row.id}`)}\n              >\n                ›\n              </Button>\n            </HStack>\n          ))}\n        </List>\n      )}\n    </>\n  );\n}\n","/**\n * FinancesView — the single GUI/XR data wrapper for the owner finance dashboard.\n *\n * It owns the live money data (the fetcher seams over the four read-only\n * endpoints PA serves, the quiet background poll, wire->display mapping, the\n * USD-float->minor-units boundary, and the proactive signal) and renders the one\n * presentational {@link FinancesSpatialView} inside a {@link SpatialSurface}.\n * Omitting the `modality` prop lets `SpatialSurface` auto-detect GUI vs XR, so\n * the SAME component serves both surfaces; the TUI surface renders the same\n * `FinancesSpatialView` through the terminal registry (see\n * `../../register-terminal-view.tsx`).\n *\n * Data sources (PA owns the persistence; this plugin only reads):\n *   GET {base}/api/lifeops/money/dashboard       (balance summary)\n *   GET {base}/api/lifeops/money/sources         (connected-vs-disconnected)\n *   GET {base}/api/lifeops/money/transactions    (recent transactions)\n *   GET {base}/api/lifeops/money/recurring       (recurring charges)\n *\n * The client DISPLAYS, never COMPUTES: every total, sign, and currency amount is\n * resolved HERE into a pre-formatted string and handed to the spatial view as a\n * snapshot. The owner actions are `connect` (route a connect-a-source request\n * through the assistant chat — no fabricated balances) and `retry` (reload after\n * an error). This plugin MUST NOT import from @elizaos/plugin-personal-assistant;\n * the wire DTOs below are declared locally to match the JSON shape PA emits.\n */\n\nimport { client } from \"@elizaos/ui\";\nimport { SpatialSurface } from \"@elizaos/ui/spatial\";\nimport type { ReactNode } from \"react\";\nimport { useCallback, useEffect, useMemo, useRef, useState } from \"react\";\nimport type {\n  FinanceBalanceSummaryDTO,\n  FinanceTransactionDTO,\n  RecurringChargeDTO,\n} from \"../../types.ts\";\nimport {\n  EMPTY_FINANCES_SNAPSHOT,\n  type FinanceBalanceCard,\n  type FinanceRecurringCard,\n  type FinancesSnapshot,\n  FinancesSpatialView,\n  type FinanceTransactionCard,\n} from \"./FinancesSpatialView.tsx\";\n\n// ---------------------------------------------------------------------------\n// Wire DTOs — local mirror of the JSON shape served by the PA money routes.\n// Amounts are USD floats on the wire; never import PA types here.\n// ---------------------------------------------------------------------------\n\ninterface MoneySpendingWire {\n  windowDays: number;\n  fromDate: string;\n  toDate: string;\n  totalSpendUsd: number;\n  totalIncomeUsd: number;\n  netUsd: number;\n  transactionCount: number;\n}\n\ninterface MoneyDashboardWire {\n  spending: MoneySpendingWire;\n  generatedAt: string;\n}\n\ntype MoneySourceStatusWire = \"active\" | \"disconnected\" | \"needs_attention\";\n\ninterface MoneySourceWire {\n  id: string;\n  kind: string;\n  label: string;\n  institution: string | null;\n  status: MoneySourceStatusWire;\n}\n\ninterface MoneySourcesWire {\n  sources: MoneySourceWire[];\n}\n\ntype MoneyDirectionWire = \"debit\" | \"credit\";\n\ninterface MoneyTransactionWire {\n  id: string;\n  postedAt: string;\n  amountUsd: number;\n  direction: MoneyDirectionWire;\n  merchantDisplay?: string | null;\n  merchantNormalized: string;\n  merchantRaw: string;\n  description: string | null;\n  category: string | null;\n  currency: string;\n}\n\ninterface MoneyTransactionsWire {\n  transactions: MoneyTransactionWire[];\n}\n\ninterface MoneyRecurringWire {\n  merchantNormalized: string;\n  merchantDisplay: string;\n  cadence: string;\n  averageAmountUsd: number;\n  nextExpectedAt: string | null;\n  category: string | null;\n}\n\ninterface MoneyRecurringChargesWire {\n  charges: MoneyRecurringWire[];\n}\n\n// ---------------------------------------------------------------------------\n// Fetcher seams — default to real GETs; tests inject offline fakes.\n// ---------------------------------------------------------------------------\n\nexport interface FinancesFetchers {\n  fetchDashboard: () => Promise<MoneyDashboardWire>;\n  fetchSources: () => Promise<MoneySourcesWire>;\n  fetchTransactions: () => Promise<MoneyTransactionsWire>;\n  fetchRecurring: () => Promise<MoneyRecurringChargesWire>;\n}\n\nasync function getJson<T>(path: string): Promise<T> {\n  const response = await fetch(`${client.getBaseUrl()}${path}`);\n  if (!response.ok) {\n    throw new Error(`Money request failed (${response.status}): ${path}`);\n  }\n  return (await response.json()) as T;\n}\n\nconst defaultFetchers: FinancesFetchers = {\n  fetchDashboard: () =>\n    getJson<MoneyDashboardWire>(\"/api/lifeops/money/dashboard\"),\n  fetchSources: () => getJson<MoneySourcesWire>(\"/api/lifeops/money/sources\"),\n  fetchTransactions: () =>\n    getJson<MoneyTransactionsWire>(\"/api/lifeops/money/transactions\"),\n  fetchRecurring: () =>\n    getJson<MoneyRecurringChargesWire>(\"/api/lifeops/money/recurring\"),\n};\n\nexport interface FinancesViewProps {\n  /** Owner display name (host injection seam). */\n  ownerName?: string;\n  /** Test/host injection seam. Defaults to real `/api/lifeops/money/*` GETs. */\n  fetchers?: FinancesFetchers;\n}\n\n// ---------------------------------------------------------------------------\n// Wire -> display DTO mapping (USD float -> minor units at the boundary).\n// ---------------------------------------------------------------------------\n\nconst USD = \"USD\";\n\nfunction usdToMinor(amountUsd: number): number {\n  return Math.round(amountUsd * 100);\n}\n\nfunction mapBalance(dashboard: MoneyDashboardWire): FinanceBalanceSummaryDTO {\n  const { spending } = dashboard;\n  return {\n    netBalanceMinor: usdToMinor(spending.netUsd),\n    currency: USD,\n    monthlyIncomeMinor: usdToMinor(spending.totalIncomeUsd),\n    monthlyOutflowMinor: usdToMinor(spending.totalSpendUsd),\n    asOf: dashboard.generatedAt,\n  };\n}\n\nfunction mapTransaction(tx: MoneyTransactionWire): FinanceTransactionDTO {\n  // A debit is money leaving the account: render as a negative (outflow). The\n  // wire amount is unsigned, so the direction carries the sign.\n  const signedUsd = tx.direction === \"debit\" ? -tx.amountUsd : tx.amountUsd;\n  const description =\n    tx.description ??\n    tx.merchantDisplay ??\n    tx.merchantNormalized ??\n    \"Transaction\";\n  return {\n    id: tx.id,\n    occurredAt: tx.postedAt,\n    amountMinor: usdToMinor(signedUsd),\n    currency: tx.currency || USD,\n    description,\n    category: tx.category,\n    merchant: tx.merchantDisplay ?? tx.merchantNormalized ?? null,\n    status: \"posted\",\n    source: null,\n  };\n}\n\nconst RECURRING_CADENCES = new Set([\n  \"daily\",\n  \"weekly\",\n  \"monthly\",\n  \"quarterly\",\n  \"yearly\",\n]);\n\nfunction mapRecurring(charge: MoneyRecurringWire): RecurringChargeDTO {\n  // The wire cadence has more variants (biweekly/annual/irregular) than the\n  // display enum; normalize annual -> yearly and fall back to monthly for the\n  // ones the display enum cannot represent. Display only — no math.\n  const normalized =\n    charge.cadence === \"annual\"\n      ? \"yearly\"\n      : RECURRING_CADENCES.has(charge.cadence)\n        ? charge.cadence\n        : \"monthly\";\n  return {\n    id: charge.merchantNormalized,\n    label: charge.merchantDisplay || charge.merchantNormalized,\n    amountMinor: usdToMinor(charge.averageAmountUsd),\n    currency: USD,\n    cadence: normalized as RecurringChargeDTO[\"cadence\"],\n    nextChargeAt: charge.nextExpectedAt,\n    merchant: charge.merchantDisplay || charge.merchantNormalized,\n    active: true,\n  };\n}\n\n/**\n * Load-bearing render boundary: minor units (cents) -> grouped currency string.\n * Kept here (not in a util) because format-minor.test.ts pins it to this file.\n */\nexport function formatMinor(amountMinor: number, currency: string): string {\n  const value = amountMinor / 100;\n  try {\n    return new Intl.NumberFormat(undefined, {\n      style: \"currency\",\n      currency,\n    }).format(value);\n  } catch {\n    return `${value.toFixed(2)} ${currency}`;\n  }\n}\n\nfunction formatDate(value: string | null): string {\n  if (!value) return \"\";\n  const date = new Date(value);\n  return Number.isNaN(date.getTime()) ? value : date.toLocaleDateString();\n}\n\n/**\n * One quiet line of proactive agent context (design law 10): surface a single\n * genuine, actionable money signal — never a placeholder. Precedence:\n *   1. a negative net balance (overdrawn), then\n *   2. recurring bills landing within the next 7 days.\n * Returns \"\" when neither holds, so the line renders nothing on no signal.\n * Computed entirely from data the view already loads; no new imports.\n */\nfunction proactiveNote(\n  balance: FinanceBalanceSummaryDTO,\n  recurring: RecurringChargeDTO[],\n  now: number = Date.now(),\n): string {\n  if (balance.netBalanceMinor < 0) {\n    return `Balance is negative (${formatMinor(\n      balance.netBalanceMinor,\n      balance.currency,\n    )}).`;\n  }\n  const weekFromNow = now + 7 * 24 * 60 * 60 * 1000;\n  const dueSoon = recurring.filter((row) => {\n    if (!row.nextChargeAt) return false;\n    const due = new Date(row.nextChargeAt).getTime();\n    return !Number.isNaN(due) && due >= now && due <= weekFromNow;\n  }).length;\n  if (dueSoon > 0) {\n    return `${dueSoon} bill${dueSoon === 1 ? \"\" : \"s\"} due this week.`;\n  }\n  return \"\";\n}\n\n// ---------------------------------------------------------------------------\n// Display-DTO -> spatial-card projection (pre-format every string HERE).\n// ---------------------------------------------------------------------------\n\nfunction toBalanceCard(balance: FinanceBalanceSummaryDTO): FinanceBalanceCard {\n  return {\n    net: formatMinor(balance.netBalanceMinor, balance.currency),\n    negative: balance.netBalanceMinor < 0,\n    income: formatMinor(balance.monthlyIncomeMinor, balance.currency),\n    outflow: formatMinor(balance.monthlyOutflowMinor, balance.currency),\n    asOf: formatDate(balance.asOf),\n  };\n}\n\nfunction toTransactionCard(tx: FinanceTransactionDTO): FinanceTransactionCard {\n  const date = formatDate(tx.occurredAt);\n  const meta = tx.category ? `${date} • ${tx.category}` : date;\n  return {\n    id: tx.id,\n    description: tx.description,\n    meta,\n    amount: formatMinor(tx.amountMinor, tx.currency),\n    outflow: tx.amountMinor < 0,\n  };\n}\n\nfunction toRecurringCard(row: RecurringChargeDTO): FinanceRecurringCard {\n  const next = formatDate(row.nextChargeAt);\n  const meta = next ? `${row.cadence} • next ${next}` : row.cadence;\n  return {\n    id: row.id,\n    label: row.label,\n    meta,\n    amount: formatMinor(row.amountMinor, row.currency),\n  };\n}\n\n// ---------------------------------------------------------------------------\n// Fetch-driven state machine.\n// ---------------------------------------------------------------------------\n\nconst POLL_INTERVAL_MS = 30_000;\n\ninterface FinancesData {\n  hasSource: boolean;\n  balance: FinanceBalanceSummaryDTO;\n  transactions: FinanceTransactionDTO[];\n  recurring: RecurringChargeDTO[];\n}\n\ntype LoadState =\n  | { kind: \"loading\" }\n  | { kind: \"error\"; message: string }\n  | { kind: \"ready\"; data: FinancesData };\n\nfunction requestConnectSource(): void {\n  // The connect-a-source affordance routes through the assistant chat. `client`\n  // does not type `sendChatMessage`, so read it through a narrow optional-method\n  // view and call it only when present — no fabricated balances.\n  const send = (client as { sendChatMessage?: (text: string) => void })\n    .sendChatMessage;\n  send?.(\"Connect a payment source so you can track my money.\");\n}\n\nexport function FinancesView(props: FinancesViewProps = {}): ReactNode {\n  const fetchers = props.fetchers ?? defaultFetchers;\n  const [state, setState] = useState<LoadState>({ kind: \"loading\" });\n\n  const fetchersRef = useRef(fetchers);\n  fetchersRef.current = fetchers;\n\n  const load = useCallback((quiet = false) => {\n    let cancelled = false;\n    if (!quiet) setState({ kind: \"loading\" });\n    Promise.all([\n      fetchersRef.current.fetchDashboard(),\n      fetchersRef.current.fetchSources(),\n      fetchersRef.current.fetchTransactions(),\n      fetchersRef.current.fetchRecurring(),\n    ])\n      .then(([dashboard, sources, transactions, recurring]) => {\n        if (cancelled) return;\n        const connected = sources.sources.some(\n          (source) => source.status !== \"disconnected\",\n        );\n        setState({\n          kind: \"ready\",\n          data: {\n            hasSource: connected,\n            balance: mapBalance(dashboard),\n            transactions: transactions.transactions.map(mapTransaction),\n            recurring: recurring.charges.map(mapRecurring),\n          },\n        });\n      })\n      .catch((error: unknown) => {\n        if (cancelled || quiet) return;\n        setState({\n          kind: \"error\",\n          message:\n            error instanceof Error ? error.message : \"Could not load finances.\",\n        });\n      });\n    return () => {\n      cancelled = true;\n    };\n  }, []);\n\n  useEffect(() => load(), [load]);\n\n  // Poll quietly every 30s so the dashboard stays fresh without a manual\n  // refresh. Transient poll failures are ignored — the explicit Retry path is\n  // what surfaces errors to the user.\n  useEffect(() => {\n    const id = setInterval(() => load(true), POLL_INTERVAL_MS);\n    return () => clearInterval(id);\n  }, [load]);\n\n  const snapshot = useMemo<FinancesSnapshot>(() => {\n    if (state.kind === \"loading\") {\n      return EMPTY_FINANCES_SNAPSHOT;\n    }\n    if (state.kind === \"error\") {\n      return {\n        ...EMPTY_FINANCES_SNAPSHOT,\n        state: \"error\",\n        error: state.message,\n      };\n    }\n    const { hasSource, balance, transactions, recurring } = state.data;\n    if (!hasSource) {\n      return { ...EMPTY_FINANCES_SNAPSHOT, state: \"empty\" };\n    }\n    return {\n      state: \"ready\",\n      balance: toBalanceCard(balance),\n      transactions: transactions.map(toTransactionCard),\n      recurring: recurring.map(toRecurringCard),\n      note: proactiveNote(balance, recurring),\n    };\n  }, [state]);\n\n  const onAction = useCallback(\n    (action: string) => {\n      if (action === \"retry\") {\n        load();\n        return;\n      }\n      if (action === \"connect\") {\n        requestConnectSource();\n        return;\n      }\n      // `txn-<id>` / `bill-<id>` open affordances route to chat; PA owns the\n      // detail surface, so this view never fabricates a drill-down.\n      if (action.startsWith(\"txn-\") || action.startsWith(\"bill-\")) {\n        const send = (client as { sendChatMessage?: (text: string) => void })\n          .sendChatMessage;\n        send?.(`Show me the details for ${action}.`);\n      }\n    },\n    [load],\n  );\n\n  return (\n    <SpatialSurface>\n      <FinancesSpatialView snapshot={snapshot} onAction={onAction} />\n    </SpatialSurface>\n  );\n}\n\nexport default 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package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@elizaos/plugin-finances",
-  "version": "2.0.3-beta.6",
+  "version": "2.0.3-beta.7",
   "type": "module",
   "description": "Owner finances overlay app: finance dashboard, transactions, recurring charges. Hooks into other finance providers later.",
   "main": "./dist/index.js",
@@ -49,19 +49,19 @@
     }
   },
   "dependencies": {
-    "@elizaos/agent": "2.0.3-beta.6",
-    "@elizaos/app-core": "2.0.3-beta.6",
-    "@elizaos/core": "2.0.3-beta.6",
-    "@elizaos/plugin-browser": "2.0.3-beta.6",
-    "@elizaos/plugin-elizacloud": "2.0.3-beta.6",
-    "@elizaos/plugin-google": "2.0.3-beta.6",
-    "@elizaos/shared": "2.0.3-beta.6",
-    "@elizaos/ui": "2.0.3-beta.6",
+    "@elizaos/agent": "2.0.3-beta.7",
+    "@elizaos/app-core": "2.0.3-beta.7",
+    "@elizaos/core": "2.0.3-beta.7",
+    "@elizaos/plugin-browser": "2.0.3-beta.7",
+    "@elizaos/plugin-elizacloud": "2.0.3-beta.7",
+    "@elizaos/plugin-google": "2.0.3-beta.7",
+    "@elizaos/shared": "2.0.3-beta.7",
+    "@elizaos/ui": "2.0.3-beta.7",
     "drizzle-orm": "^0.45.1",
     "lucide-react": "^1.0.0"
   },
   "peerDependencies": {
-    "@elizaos/plugin-sql": "2.0.3-beta.6",
+    "@elizaos/plugin-sql": "2.0.3-beta.7",
     "react": "^19.0.0",
     "react-dom": "^19.0.0"
   },
@@ -91,5 +91,5 @@
     "vite": "^8.0.0",
     "vitest": "^4.0.17"
   },
-  "gitHead": "990dc996172b3e0fb525a75052a5ac28a4cd4de5"
+  "gitHead": "61094f10458d11055c75b3dd0bae374e3f66bac5"
 }