@fayz-ai/plugin-financial 0.1.7 → 0.8.0

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.
Files changed (72) hide show
  1. package/README.md +2 -0
  2. package/dist/FinancialContext.d.ts +2 -0
  3. package/dist/FinancialContext.d.ts.map +1 -1
  4. package/dist/FinancialPage.d.ts.map +1 -1
  5. package/dist/data/index.d.ts +1 -0
  6. package/dist/data/index.d.ts.map +1 -1
  7. package/dist/data/mock.d.ts +15 -0
  8. package/dist/data/mock.d.ts.map +1 -1
  9. package/dist/data/supabase.d.ts.map +1 -1
  10. package/dist/data/tables.d.ts +11 -0
  11. package/dist/data/tables.d.ts.map +1 -0
  12. package/dist/data/types.d.ts +2 -1
  13. package/dist/data/types.d.ts.map +1 -1
  14. package/dist/index.cjs +1594 -252
  15. package/dist/index.cjs.map +1 -1
  16. package/dist/index.d.ts +13 -1
  17. package/dist/index.d.ts.map +1 -1
  18. package/dist/index.js +1456 -131
  19. package/dist/index.js.map +1 -1
  20. package/dist/locales/en.d.ts.map +1 -1
  21. package/dist/locales/pt-BR.d.ts.map +1 -1
  22. package/dist/migrations/index.d.ts +16 -0
  23. package/dist/migrations/index.d.ts.map +1 -0
  24. package/dist/quick-add.d.ts +13 -0
  25. package/dist/quick-add.d.ts.map +1 -0
  26. package/dist/registries.d.ts.map +1 -1
  27. package/dist/store.d.ts +3 -1
  28. package/dist/store.d.ts.map +1 -1
  29. package/dist/types.d.ts +42 -0
  30. package/dist/types.d.ts.map +1 -1
  31. package/dist/views/CardsView.d.ts.map +1 -1
  32. package/dist/views/InvoiceListView.d.ts.map +1 -1
  33. package/dist/views/QuickTransactionForm.d.ts +16 -0
  34. package/dist/views/QuickTransactionForm.d.ts.map +1 -0
  35. package/dist/views/SummaryView.d.ts +5 -4
  36. package/dist/views/SummaryView.d.ts.map +1 -1
  37. package/dist/views/dashboardWidgets.d.ts.map +1 -1
  38. package/package.json +7 -4
  39. package/src/FinancialContext.tsx +2 -0
  40. package/src/FinancialPage.tsx +86 -7
  41. package/src/README.md +5 -5
  42. package/src/contract.test.ts +1 -1
  43. package/src/data/capability.test.ts +45 -0
  44. package/src/data/index.ts +1 -0
  45. package/src/data/mock.ts +50 -10
  46. package/src/data/supabase.ts +95 -49
  47. package/src/data/tables.ts +12 -0
  48. package/src/data/types.ts +2 -1
  49. package/src/index.ts +24 -4
  50. package/src/locales/en.ts +75 -0
  51. package/src/locales/pt-BR.ts +75 -0
  52. package/src/migrations/000_plg_rename.sql +30 -0
  53. package/src/migrations/001_financial_base.sql +30 -30
  54. package/src/migrations/002_chart_of_accounts.sql +10 -10
  55. package/src/migrations/003_card_brands.sql +4 -4
  56. package/src/migrations/004_order_to_cash.sql +28 -28
  57. package/src/migrations/005_seed_defaults.sql +6 -6
  58. package/src/migrations/006_rls_policies.sql +5 -5
  59. package/src/migrations/{006_extract_fee_amount.sql → 006b_extract_fee_amount.sql} +4 -4
  60. package/src/migrations/007_reconciliation.sql +9 -9
  61. package/src/migrations/007b_movement_payment_method_type.sql +6 -0
  62. package/src/migrations/008_split_payment_movements.sql +5 -5
  63. package/src/migrations/index.ts +544 -0
  64. package/src/quick-add.ts +58 -0
  65. package/src/registries.ts +8 -7
  66. package/src/store.ts +88 -0
  67. package/src/types.ts +45 -0
  68. package/src/views/CardsView.tsx +186 -50
  69. package/src/views/InvoiceListView.tsx +60 -3
  70. package/src/views/QuickTransactionForm.tsx +537 -0
  71. package/src/views/SummaryView.tsx +197 -6
  72. package/src/views/dashboardWidgets.tsx +251 -5
package/dist/index.d.ts CHANGED
@@ -1,4 +1,4 @@
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- import type { PluginManifest, PluginScope, VerticalId } from '@fayz-ai/core';
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+ import type { PluginManifest, PluginRegistryDef, PluginScope, VerticalId } from '@fayz-ai/core';
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  import type { EntityLookupMap } from '@fayz-ai/saas';
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  import type { FinancialDataProvider } from './data/types';
4
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  /**
@@ -49,6 +49,13 @@ export interface FinancialPluginOptions {
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  locale?: string;
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  symbol?: string;
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  };
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+ /**
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+ * Show the plugin's own quick-add affordances (the "New transaction" + "Send
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+ * receipt" header buttons and, on mobile, the FAB). Opt-in (default: false) so
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+ * hosts that already surface a "New" menu / global center-action don't render
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+ * redundant controls. The shared quick-add sheet still opens via openQuickAdd().
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+ */
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+ quickAdd?: boolean;
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  navPosition?: number;
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  navSection?: 'main' | 'secondary';
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  scope?: PluginScope;
@@ -84,10 +91,15 @@ export interface FinancialPluginOptions {
84
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  entityLookups?: EntityLookupMap;
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  /** Contact/person lookup for "Pay to" / "Receive from" fields. Queries persons archetype. */
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  contactLookup?: import('@fayz-ai/saas').EntityLookup;
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+ /** App-owned registries shown under /settings/financial Properties. */
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+ settingsRegistries?: PluginRegistryDef[];
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  /** Callback when user clicks a booking link on an invoice. Receives the order ID. */
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  onBookingClick?: (orderId: string) => void;
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  }
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  export declare function createFinancialPlugin(options?: FinancialPluginOptions): PluginManifest;
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  export type { FinancialDataProvider } from './data/types';
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  export type { ResolvedFinancialConfig } from './FinancialContext';
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+ export { createMockFinancialProvider } from './data/mock';
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+ export type { MockFinancialSeed, MockFinancialProviderOptions } from './data/mock';
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+ export { openQuickAdd } from './quick-add';
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  //# sourceMappingURL=index.d.ts.map
@@ -1 +1 @@
1
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1
+ {"version":3,"file":"index.d.ts","sourceRoot":"","sources":["../src/index.ts"],"names":[],"mappings":"AACA,OAAO,KAAK,EAAE,cAAc,EAAE,iBAAiB,EAAE,WAAW,EAAE,UAAU,EAAE,MAAM,eAAe,CAAA;AAC/F,OAAO,KAAK,EAAE,eAAe,EAAE,MAAM,eAAe,CAAA;AAIpD,OAAO,KAAK,EAAE,qBAAqB,EAAE,MAAM,cAAc,CAAA;AAMzD;;;;GAIG;AACH,wBAAgB,2BAA2B,IAAI,qBAAqB,CAKnE;AAWD,MAAM,WAAW,qBAAqB;IACpC,SAAS,EAAE,MAAM,CAAA;IACjB,YAAY,EAAE,MAAM,CAAA;IACpB,OAAO,EAAE,MAAM,CAAA;IACf,QAAQ,EAAE,MAAM,CAAA;IAChB,WAAW,EAAE,MAAM,CAAA;IACnB,YAAY,EAAE,MAAM,CAAA;IACpB,iBAAiB,EAAE,MAAM,CAAA;IACzB,WAAW,EAAE,MAAM,CAAA;IACnB,cAAc,EAAE,MAAM,CAAA;IACtB,eAAe,EAAE,MAAM,CAAA;IACvB,aAAa,EAAE,MAAM,CAAA;IACrB,UAAU,EAAE,MAAM,CAAA;IAClB,WAAW,EAAE,MAAM,CAAA;IACnB,mBAAmB,EAAE,MAAM,CAAA;IAC3B,gBAAgB,EAAE,MAAM,CAAA;IACxB,KAAK,EAAE,MAAM,CAAA;IACb,aAAa,EAAE,MAAM,CAAA;IACrB,mBAAmB,EAAE,MAAM,CAAA;CAC5B;AAED,MAAM,WAAW,cAAc;IAC7B,KAAK,EAAE,MAAM,CAAA;IACb,KAAK,EAAE,MAAM,CAAA;IACb,IAAI,CAAC,EAAE,MAAM,CAAA;CACd;AAED,MAAM,WAAW,sBAAsB;IACrC,OAAO,CAAC,EAAE;QACR,QAAQ,CAAC,EAAE,OAAO,CAAA;QAClB,WAAW,CAAC,EAAE,OAAO,CAAA;QACrB,aAAa,CAAC,EAAE,OAAO,CAAA;QACvB,UAAU,CAAC,EAAE,OAAO,CAAA;QACpB,WAAW,CAAC,EAAE,OAAO,CAAA;QACrB,KAAK,CAAC,EAAE,OAAO,CAAA;QACf,sFAAsF;QACtF,cAAc,CAAC,EAAE,OAAO,CAAA;KACzB,CAAA;IACD,MAAM,CAAC,EAAE,OAAO,CAAC,qBAAqB,CAAC,CAAA;IACvC,QAAQ,CAAC,EAAE;QACT,IAAI,CAAC,EAAE,MAAM,CAAA;QACb,MAAM,CAAC,EAAE,MAAM,CAAA;QACf,MAAM,CAAC,EAAE,MAAM,CAAA;KAChB,CAAA;IACD;;;;;OAKG;IACH,QAAQ,CAAC,EAAE,OAAO,CAAA;IAClB,WAAW,CAAC,EAAE,MAAM,CAAA;IACpB,UAAU,CAAC,EAAE,MAAM,GAAG,WAAW,CAAA;IACjC,KAAK,CAAC,EAAE,WAAW,CAAA;IACnB,UAAU,CAAC,EAAE,UAAU,CAAA;IAEvB,mEAAmE;IACnE,YAAY,CAAC,EAAE,qBAAqB,CAAA;IAEpC,iFAAiF;IACjF,SAAS,CAAC,EAAE,cAAc,EAAE,CAAA;IAE5B,0EAA0E;IAC1E,sBAAsB,CAAC,EAAE,OAAO,CAAA;IAEhC,uDAAuD;IACvD,aAAa,CAAC,EAAE;QAAE,aAAa,EAAE,MAAM,CAAC;QAAC,KAAK,CAAC,EAAE,MAAM,CAAA;KAAE,CAAA;IAEzD,kDAAkD;IAClD,kBAAkB,CAAC,EAAE,KAAK,CAAC;QAAE,IAAI,EAAE,MAAM,CAAC;QAAC,eAAe,CAAC,EAAE,MAAM,CAAA;KAAE,CAAC,CAAA;IAEtE,2FAA2F;IAC3F,SAAS,CAAC,EAAE,KAAK,CAAC;QAAE,EAAE,EAAE,MAAM,CAAC;QAAC,IAAI,EAAE,MAAM,CAAC;QAAC,IAAI,CAAC,EAAE,OAAO,CAAA;KAAE,CAAC,CAAA;IAE/D;;;;;OAKG;IACH,aAAa,CAAC,EAAE,eAAe,CAAA;IAE/B,6FAA6F;IAC7F,aAAa,CAAC,EAAE,OAAO,eAAe,EAAE,YAAY,CAAA;IAEpD,uEAAuE;IACvE,kBAAkB,CAAC,EAAE,iBAAiB,EAAE,CAAA;IAExC,qFAAqF;IACrF,cAAc,CAAC,EAAE,CAAC,OAAO,EAAE,MAAM,KAAK,IAAI,CAAA;CAC3C;AAwED,wBAAgB,qBAAqB,CAAC,OAAO,CAAC,EAAE,sBAAsB,GAAG,cAAc,CAkJtF;AAGD,YAAY,EAAE,qBAAqB,EAAE,MAAM,cAAc,CAAA;AACzD,YAAY,EAAE,uBAAuB,EAAE,MAAM,oBAAoB,CAAA;AAGjE,OAAO,EAAE,2BAA2B,EAAE,MAAM,aAAa,CAAA;AACzD,YAAY,EAAE,iBAAiB,EAAE,4BAA4B,EAAE,MAAM,aAAa,CAAA;AAGlF,OAAO,EAAE,YAAY,EAAE,MAAM,aAAa,CAAA"}