@fayz-ai/plugin-financial 0.9.0 → 0.9.1

package/src/components/TransferModal.tsx

@@ -1,150 +0,0 @@
-import React, { useState, useEffect } from 'react'
-import { createPortal } from 'react-dom'
-import { X, ArrowRightLeft } from 'lucide-react'
-import { useFinancialConfig, useFinancialStore } from '../FinancialContext'
-import { useTranslation } from '@fayz-ai/core'
-import { CurrencyInput, DatePicker, Button } from '@fayz-ai/ui'
-
-export function TransferModal({ onClose, onDone, defaultFromId }: {
-  onClose: () => void
-  onDone: () => void
-  defaultFromId?: string
-}) {
-  const t = useTranslation()
-  const { currency } = useFinancialConfig()
-  const bankAccounts = useFinancialStore((s) => s.bankAccounts)
-  const createTransfer = useFinancialStore((s) => s.createTransfer)
-  const fetchBankAccounts = useFinancialStore((s) => s.fetchBankAccounts)
-
-  const [fromAccountId, setFromAccountId] = useState(defaultFromId ?? '')
-  const [toAccountId, setToAccountId] = useState('')
-  const [amount, setAmount] = useState(0)
-  const [date, setDate] = useState(new Date().toISOString().slice(0, 10))
-  const [notes, setNotes] = useState('')
-  const [saving, setSaving] = useState(false)
-  const [visible, setVisible] = useState(false)
-
-  useEffect(() => {
-    fetchBankAccounts()
-    requestAnimationFrame(() => setVisible(true))
-  }, [])
-
-  function handleClose() {
-    setVisible(false)
-    setTimeout(onClose, 200)
-  }
-
-  const sameAccount = !!fromAccountId && fromAccountId === toAccountId
-  const canSubmit = !!fromAccountId && !!toAccountId && !sameAccount && amount > 0 && !saving
-
-  // Enter anywhere in the modal submits (unless typing in a textarea / Shift+Enter).
-  function handleKeyDown(e: React.KeyboardEvent) {
-    if (e.key !== 'Enter' || e.shiftKey) return
-    if ((e.target as HTMLElement).tagName === 'TEXTAREA') return
-    e.preventDefault()
-    if (canSubmit) void handleSubmit()
-  }
-
-  async function handleSubmit() {
-    if (!canSubmit) return
-    setSaving(true)
-    try {
-      await createTransfer({ fromAccountId, toAccountId, amount, date, notes: notes || undefined })
-      setVisible(false)
-      setTimeout(onDone, 200)
-    } catch {
-      // toast handled by store
-    } finally {
-      setSaving(false)
-    }
-  }
-
-  const selectClass = 'w-full mt-1 rounded-input border border-input bg-card shadow-[inset_0_1px_0_rgb(0_0_0_/0.06)] px-3 py-2 text-sm'
-
-  return createPortal(
-    <div
-      className="fixed inset-0 z-50 flex items-center justify-center transition-colors duration-200"
-      style={{ backgroundColor: visible ? 'rgba(0,0,0,0.5)' : 'rgba(0,0,0,0)' }}
-      onClick={handleClose}
-    >
-      <div
-        className="w-full max-w-md rounded-modal border bg-card shadow-lg mx-4 transition-all duration-200 max-h-[90vh] overflow-y-auto"
-        style={{ opacity: visible ? 1 : 0, transform: visible ? 'scale(1) translateY(0)' : 'scale(0.95) translateY(8px)' }}
-        onClick={(e) => e.stopPropagation()}
-        onKeyDown={handleKeyDown}
-      >
-        {/* Header */}
-        <div className="flex items-center justify-between px-5 py-4 border-b">
-          <div className="flex items-center gap-2">
-            <ArrowRightLeft className="h-4 w-4 text-warning" />
-            <h3 className="text-base font-semibold">{t('financial.transfer.title')}</h3>
-          </div>
-          <button onClick={handleClose} className="p-1 text-muted-foreground hover:text-foreground transition-colors">
-            <X className="h-4 w-4" />
-          </button>
-        </div>
-
-        <div className="px-5 py-4 space-y-4">
-          <div className="grid grid-cols-2 gap-3">
-            <div>
-              <label className="text-xs font-medium text-muted-foreground">{t('financial.transfer.from')}</label>
-              <select value={fromAccountId} onChange={(e) => setFromAccountId(e.target.value)} className={selectClass}>
-                <option value="">{t('financial.transfer.selectAccount')}</option>
-                {bankAccounts.map((a) => <option key={a.id} value={a.id}>{a.name}</option>)}
-              </select>
-            </div>
-            <div>
-              <label className="text-xs font-medium text-muted-foreground">{t('financial.transfer.to')}</label>
-              <select value={toAccountId} onChange={(e) => setToAccountId(e.target.value)} className={selectClass}>
-                <option value="">{t('financial.transfer.selectAccount')}</option>
-                {bankAccounts.map((a) => <option key={a.id} value={a.id}>{a.name}</option>)}
-              </select>
-            </div>
-          </div>
-
-          {sameAccount && (
-            <p className="text-xs text-destructive">{t('financial.transfer.sameAccount')}</p>
-          )}
-
-          <div className="grid grid-cols-2 gap-3">
-            <CurrencyInput
-              label={t('financial.transfer.amount')}
-              value={amount}
-              onChange={setAmount}
-              symbol={currency.symbol}
-              locale={currency.locale}
-              currencyCode={currency.code}
-            />
-            <div>
-              <label className="text-xs font-medium text-muted-foreground">{t('financial.transfer.date')}</label>
-              <DatePicker value={date} onChange={setDate} className="mt-1" />
-            </div>
-          </div>
-
-          <div>
-            <label className="text-xs font-medium text-muted-foreground">{t('financial.transfer.notes')}</label>
-            <input
-              type="text"
-              value={notes}
-              onChange={(e) => setNotes(e.target.value)}
-              placeholder={t('financial.transfer.optionalNotes')}
-              className="w-full mt-1 rounded-input border border-input bg-card shadow-[inset_0_1px_0_rgb(0_0_0_/0.06)] px-3 py-2 text-sm focus:outline-none focus:ring-2 focus:ring-ring"
-            />
-          </div>
-        </div>
-
-        {/* Actions */}
-        <div className="flex justify-end gap-2 px-5 py-4 border-t">
-          <Button variant="outline" size="sm" onClick={handleClose}>
-            {t('financial.transfer.cancel')}
-          </Button>
-          <Button variant="default" size="sm" onClick={handleSubmit} disabled={!canSubmit}>
-            <ArrowRightLeft className="h-3.5 w-3.5" />
-            {saving ? t('financial.transfer.processing') : t('financial.transfer.submit')}
-          </Button>
-        </div>
-      </div>
-    </div>,
-    document.body,
-  )
-}

package/src/contract.test.ts

@@ -1,58 +0,0 @@
-// Integrity test for the shared plugin-contract assertions (@fayz-ai/core/testing).
-// Exercises the gate's rules with inline manifests (no UI import) so the tool
-// itself is proven: a conformant manifest passes; each malformed shape throws.
-// Real plugins call assertPluginManifestContract(theirManifest) in an env where
-// their UI bundle loads (app-level / jsdom). See docs/PLUGIN-PATTERNS.md → integrity.
-import { describe, it, expect } from 'vitest'
-import { assertPluginManifestContract, PluginContractError } from '@fayz-ai/core/testing'
-import type { PluginManifest } from '@fayz-ai/core'
-
-const Dummy = () => null
-
-function manifest(overrides: Partial<PluginManifest> = {}): PluginManifest {
-  return {
-    id: 'demo', name: 'Demo', icon: 'Box', version: '1.0.0',
-    navigation: [{ section: 'main', label: 'Demo', route: '/demo', icon: 'Box' } as any],
-    routes: [{ path: '/demo', component: Dummy } as any],
-    ...overrides,
-  }
-}
-
-describe('assertPluginManifestContract', () => {
-  it('passes a conformant page plugin', () => {
-    expect(() => assertPluginManifestContract(manifest())).not.toThrow()
-  })
-
-  it('passes a settings-only plugin (nav/routes empty, one settings tab)', () => {
-    expect(() => assertPluginManifestContract(manifest({
-      navigation: [], routes: [],
-      settings: [{ id: 'demo', label: 'Demo', icon: 'Box', component: Dummy } as any],
-    }))).not.toThrow()
-  })
-
-  it('rejects a missing id', () => {
-    expect(() => assertPluginManifestContract(manifest({ id: '' }))).toThrow(PluginContractError)
-  })
-
-  it('rejects a nav entry pointing at an undeclared route', () => {
-    expect(() => assertPluginManifestContract(manifest({
-      navigation: [{ section: 'main', label: 'X', route: '/nowhere', icon: 'Box' } as any],
-    }))).toThrow(/no matching route/)
-  })
-
-  it('rejects duplicate route paths', () => {
-    expect(() => assertPluginManifestContract(manifest({
-      routes: [{ path: '/demo', component: Dummy } as any, { path: '/demo', component: Dummy } as any],
-    }))).toThrow(/duplicate route/)
-  })
-
-  it('rejects a settings tab without a component', () => {
-    expect(() => assertPluginManifestContract(manifest({
-      settings: [{ id: 'demo', label: 'Demo' } as any],
-    }))).toThrow(/component/)
-  })
-
-  it('rejects a plugin that contributes nothing mountable', () => {
-    expect(() => assertPluginManifestContract(manifest({ navigation: [], routes: [], settings: [] }))).toThrow(/nothing/)
-  })
-})

package/src/data/capability.test.ts

@@ -1,135 +0,0 @@
-// Capability + contract test for plugin-financial (Plugin Capability Contract).
-// Proves the data slice end-to-end against the mock provider — including the
-// ⚖️ reconciliation (conciliação) feature: import bank lines → list unreconciled
-// → suggest a match → reconcile → assert it leaves the pending set. Rows are
-// created manually (mock provider), which is exactly how a capability is proven
-// before/without a live backend. Mirrors plugins/plugin-tasks capability.test.ts.
-import { describe, it, expect } from 'vitest'
-import { createMockFinancialProvider } from './mock'
-
-describe('plugin-financial · invoice/movement slice (mock provider)', () => {
-  it('persists an invoice and its installment movements', async () => {
-    const provider = createMockFinancialProvider()
-    const invoice = await provider.createInvoice({
-      direction: 'credit',
-      invoiceDate: '2026-06-01',
-      contactName: 'Acme',
-      items: [{ itemKind: 'other', description: 'Consulting', quantity: 1, unitPrice: 300 }],
-      installments: [
-        { direction: 'credit', movementKind: 'bill', amount: 300, dueDate: '2026-06-10', installmentNumber: 1 },
-      ],
-    })
-    expect(invoice.id).toBeTruthy()
-    expect(invoice.totalAmount).toBe(300)
-
-    const movs = await provider.getMovements({ direction: 'credit' })
-    expect(movs.data.some((m) => m.invoiceId === invoice.id && m.amount === 300)).toBe(true)
-  })
-
-  it('filters invoices by item account and cost center assignments', async () => {
-    const provider = createMockFinancialProvider()
-    const target = await provider.createInvoice({
-      direction: 'debit',
-      invoiceDate: '2026-06-01',
-      contactName: 'Supplier A',
-      items: [{
-        itemKind: 'other',
-        description: 'Supplies',
-        quantity: 1,
-        unitPrice: 120,
-        accountId: 'coa-expenses',
-        costCenterId: 'cc-salon',
-      }],
-      installments: [
-        { direction: 'debit', movementKind: 'bill', amount: 120, dueDate: '2026-06-10', installmentNumber: 1 },
-      ],
-    })
-    await provider.createInvoice({
-      direction: 'debit',
-      invoiceDate: '2026-06-01',
-      contactName: 'Supplier B',
-      items: [{
-        itemKind: 'other',
-        description: 'Marketing',
-        quantity: 1,
-        unitPrice: 80,
-        accountId: 'coa-marketing',
-        costCenterId: 'cc-marketing',
-      }],
-      installments: [
-        { direction: 'debit', movementKind: 'bill', amount: 80, dueDate: '2026-06-10', installmentNumber: 1 },
-      ],
-    })
-
-    const byAccount = await provider.getInvoices({ direction: 'debit', accountId: 'coa-expenses' })
-    expect(byAccount.data.map((invoice) => invoice.id)).toEqual([target.id])
-
-    const byCostCenter = await provider.getInvoices({ direction: 'debit', costCenterId: 'cc-salon' })
-    expect(byCostCenter.data.map((invoice) => invoice.id)).toEqual([target.id])
-
-    const byBoth = await provider.getInvoices({ direction: 'debit', accountId: 'coa-expenses', costCenterId: 'cc-marketing' })
-    expect(byBoth.data).toHaveLength(0)
-  })
-})
-
-describe('plugin-financial · ⚖️ reconciliation capability (mock provider)', () => {
-  it('imports bank lines idempotently', async () => {
-    const provider = createMockFinancialProvider()
-    const lines = [
-      { externalId: 'tx-1', externalSource: 'plugbank', direction: 'credit' as const, amount: 150, date: '2026-06-10', description: 'PIX recebido' },
-      { externalId: 'tx-2', externalSource: 'plugbank', direction: 'debit' as const, amount: 80, date: '2026-06-11', description: 'Tarifa' },
-    ]
-    const first = await provider.importBankTransactions!({ lines })
-    expect(first.imported).toBe(2)
-    expect(first.duplicates).toBe(0)
-
-    // Re-importing the same lines must not duplicate (idempotency by external id).
-    const second = await provider.importBankTransactions!({ lines })
-    expect(second.imported).toBe(0)
-    expect(second.duplicates).toBe(2)
-
-    const pending = await provider.getUnreconciled!()
-    expect(pending).toHaveLength(2)
-    expect(pending.every((m) => m.externalSource === 'plugbank' && !m.reconciledAt)).toBe(true)
-  })
-
-  it('suggests and matches an internal movement, leaving the pending set', async () => {
-    const provider = createMockFinancialProvider()
-    // An internal receivable the bank line should reconcile against.
-    await provider.createInvoice({
-      direction: 'credit',
-      invoiceDate: '2026-06-08',
-      contactName: 'Acme',
-      items: [{ itemKind: 'other', description: 'Service', quantity: 1, unitPrice: 150 }],
-      installments: [{ direction: 'credit', movementKind: 'bill', amount: 150, dueDate: '2026-06-10', installmentNumber: 1 }],
-    })
-    // The imported bank line (same amount, same direction, near date).
-    await provider.importBankTransactions!({
-      lines: [{ externalId: 'tx-1', externalSource: 'plugbank', direction: 'credit', amount: 150, date: '2026-06-10', description: 'PIX Acme' }],
-    })
-
-    const [bankLine] = await provider.getUnreconciled!()
-    expect(bankLine).toBeTruthy()
-
-    const candidates = await provider.suggestReconciliation!(bankLine.id)
-    expect(candidates.length).toBeGreaterThan(0)
-    expect(candidates[0].movement.amount).toBe(150)
-    expect(candidates[0].score).toBeGreaterThan(0.5)
-
-    await provider.reconcileMovement!({ bankMovementId: bankLine.id, matchedMovementId: candidates[0].movement.id })
-
-    // The line is gone from the pending set and both sides are marked reconciled.
-    const stillPending = await provider.getUnreconciled!()
-    expect(stillPending.some((m) => m.id === bankLine.id)).toBe(false)
-  })
-
-  it('accepts a bank line standalone when there is no internal counterpart', async () => {
-    const provider = createMockFinancialProvider()
-    await provider.importBankTransactions!({
-      lines: [{ externalId: 'tx-9', externalSource: 'plugbank', direction: 'debit', amount: 42, date: '2026-06-12', description: 'Taxa avulsa' }],
-    })
-    const [line] = await provider.getUnreconciled!()
-    await provider.reconcileMovement!({ bankMovementId: line.id }) // no match → accept standalone
-    expect(await provider.getUnreconciled!()).toHaveLength(0)
-  })
-})

package/src/data/index.ts

@@ -1,3 +0,0 @@
-export type { FinancialDataProvider } from './types'
-export { createMockFinancialProvider } from './mock'
-export type { MockFinancialSeed, MockFinancialProviderOptions } from './mock'