@musetax/compass-widget 0.1.218 → 0.2.218
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/dist/App.d.ts +1 -0
- package/dist/App.js +4 -2
- package/dist/api/api.d.ts +2 -0
- package/dist/api/api.js +25 -0
- package/dist/helper/AddTransactionForm.d.ts +9 -0
- package/dist/helper/AddTransactionForm.js +330 -0
- package/dist/helper/AuthHelper.d.ts +12 -0
- package/dist/helper/AuthHelper.js +42 -0
- package/dist/helper/Error.d.ts +2 -0
- package/dist/helper/Error.js +34 -0
- package/dist/index.d.ts +2 -1
- package/dist/index.js +2 -18
- package/dist/potentialDeductionsWidget/PotentialDeductions.d.ts +9 -0
- package/dist/potentialDeductionsWidget/PotentialDeductions.js +181 -0
- package/dist/transactionReviewWidget/ClientAuthForm.d.ts +9 -0
- package/dist/transactionReviewWidget/ClientAuthForm.js +437 -0
- package/package.json +2 -1
package/dist/App.d.ts
CHANGED
package/dist/App.js
CHANGED
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@@ -1,5 +1,7 @@
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-
import {
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import { jsx as _jsx, Fragment as _Fragment } from "react/jsx-runtime";
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import { ToastContainer } from 'react-toastify';
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import 'react-toastify/dist/ReactToastify.css';
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function App() {
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return _jsx(_Fragment, {});
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return _jsx(_Fragment, { children: _jsx(ToastContainer, {}) });
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}
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export default App;
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package/dist/api/api.js
ADDED
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@@ -0,0 +1,25 @@
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// api.ts
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import axios from "axios";
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import { toast } from "react-toastify";
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const API_BASE_URL = "https://dev-categorization.musetax.com/v2/api";
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// Create Axios instance
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const api = axios.create({
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baseURL: API_BASE_URL,
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headers: {
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Accept: "application/json",
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"Content-Type": "application/json",
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},
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});
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// Response interceptor for centralized error handling
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api.interceptors.response.use((response) => response, (error) => {
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var _a, _b;
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const status = (_a = error === null || error === void 0 ? void 0 : error.response) === null || _a === void 0 ? void 0 : _a.status;
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if (status === 401) {
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console.warn("Unauthorized (401) - refreshing page...");
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toast.error("Token Expired.", { toastId: "Token Expired." });
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window.location.reload(); // reload the page
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}
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console.error("API error:", ((_b = error === null || error === void 0 ? void 0 : error.response) === null || _b === void 0 ? void 0 : _b.data) || error.message);
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return Promise.reject(error);
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});
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export default api;
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@@ -0,0 +1,9 @@
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import React from "react";
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interface AddTransactionFormProps {
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userId: string;
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accessToken: string;
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onSuccess: () => void;
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onError?: (msg: string) => void;
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}
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declare const AddTransactionForm: React.FC<AddTransactionFormProps>;
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export default AddTransactionForm;
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var __awaiter = (this && this.__awaiter) || function (thisArg, _arguments, P, generator) {
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function adopt(value) { return value instanceof P ? value : new P(function (resolve) { resolve(value); }); }
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return new (P || (P = Promise))(function (resolve, reject) {
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function fulfilled(value) { try { step(generator.next(value)); } catch (e) { reject(e); } }
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function rejected(value) { try { step(generator["throw"](value)); } catch (e) { reject(e); } }
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function step(result) { result.done ? resolve(result.value) : adopt(result.value).then(fulfilled, rejected); }
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step((generator = generator.apply(thisArg, _arguments || [])).next());
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});
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};
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import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
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import { useState } from "react";
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import api from "../api/api";
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import { toast } from "react-toastify";
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const defaultFormData = {
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account_id: "",
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amount: "",
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iso_currency_code: "USD",
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datetime: new Date().toISOString(),
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date: new Date().toISOString(),
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name: "",
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merchant_name: "",
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payment_channel: "",
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transaction_id: "",
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transaction_type: "",
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personal_finance_category: {
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primary: "",
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detailed: "",
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},
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};
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const AddTransactionForm = ({ userId, accessToken, onSuccess, onError, }) => {
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const [formData, setFormData] = useState(defaultFormData);
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const [submitting, setSubmitting] = useState(false);
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const [error, setError] = useState("");
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const [fieldErrors, setFieldErrors] = useState({});
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const validate = () => {
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const amountNum = Number(formData.amount);
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const errors = {};
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if (!formData.name.trim())
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errors.name = "Transaction name is required.";
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if (!formData.merchant_name.trim())
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errors.merchant_name = "Merchant name is required.";
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if (!amountNum || Number(amountNum <= 0))
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errors.amount = "Amount must be greater than 0.";
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if (!formData.account_id.trim())
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errors.account_id = "Account ID is required.";
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if (!formData.transaction_id.trim())
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errors.transaction_id = "Transaction ID is required.";
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if (!formData.payment_channel.trim())
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errors.payment_channel = "Payment channel is required.";
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if (!formData.transaction_type.trim())
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errors.transaction_type = "Transaction type is required.";
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if (!formData.personal_finance_category.primary.trim())
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errors.primary = "Primary category is required.";
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if (!formData.personal_finance_category.detailed.trim())
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errors.detailed = "Detailed category is required.";
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setFieldErrors(errors);
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return Object.keys(errors).length === 0;
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};
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const clearError = (field) => {
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if (fieldErrors[field]) {
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setFieldErrors((prev) => (Object.assign(Object.assign({}, prev), { [field]: "" })));
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}
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};
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const handleSubmit = () => __awaiter(void 0, void 0, void 0, function* () {
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var _a, _b;
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if (!validate())
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return;
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setSubmitting(true);
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setError("");
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const payload = {
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user_id: userId,
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transactions: [formData],
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};
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try {
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const response = yield api.post("/transactions", payload);
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const data = response.data;
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setFormData(defaultFormData);
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setFieldErrors({});
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onSuccess();
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toast.success("Transaction added successfully", { toastId: "Transaction added successfully" });
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}
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catch (err) {
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const msg = ((_b = (_a = err === null || err === void 0 ? void 0 : err.response) === null || _a === void 0 ? void 0 : _a.data) === null || _b === void 0 ? void 0 : _b.detail) || "Failed to add transaction";
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setError(msg);
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onError === null || onError === void 0 ? void 0 : onError(msg);
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toast.error(msg, { toastId: "error-msg" });
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}
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finally {
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setSubmitting(false);
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}
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});
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return (_jsxs("div", Object.assign({ style: {
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width: "100%",
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maxHeight: "70vh",
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backgroundColor: "#fff",
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borderRadius: "12px",
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boxShadow: "0 0 2px rgba(0,0,0,0.2)",
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margin: "auto",
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zIndex: 9998,
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padding: "0",
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overflowY: "auto",
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} }, { children: [_jsx("h2", Object.assign({ style: {
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fontSize: "1.125rem",
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fontWeight: "500",
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color: "#042567",
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margin: "0px",
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backgroundColor: "#F1F7FB",
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padding: "16px 24px",
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display: "flex",
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justifyContent: "space-between",
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alignItems: "center",
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borderBottom: "1px solid #BFDBFE",
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marginBottom: "18px",
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} }, { children: "Add New Transaction" })), _jsxs("div", Object.assign({ style: { padding: "8px 16px" } }, { children: [error && (_jsx("p", Object.assign({ style: { color: "red", fontSize: "12px", fontWeight: "400" } }, { children: error }))), _jsxs("div", Object.assign({ style: {
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display: "flex",
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alignItems: "start",
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gap: "16px",
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marginBottom: "12px",
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} }, { children: [_jsxs("div", Object.assign({ style: { width: "49%" } }, { children: [_jsxs("div", Object.assign({ style: { width: "100%" } }, { children: [_jsx("label", Object.assign({ style: {
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fontSize: "14px",
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fontWeight: "500",
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color: "#042567",
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marginBottom: "5px",
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display: "block",
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} }, { children: "Transaction Name" })), _jsx("input", { type: "text", placeholder: "Transaction Name", value: formData.name, onChange: (e) => {
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setFormData(Object.assign(Object.assign({}, formData), { name: e.target.value }));
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clearError("name");
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}, style: {
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width: "calc(100% - 35px)",
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padding: "10px 16px",
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border: "1px solid #E6E7EA",
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borderRadius: "10px",
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fontSize: "0.875rem",
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color: "#042567",
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outline: "none",
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} })] })), fieldErrors.name && (_jsx("p", Object.assign({ style: { color: "red", fontSize: "12px", fontWeight: "400" } }, { children: fieldErrors.name })))] })), _jsxs("div", Object.assign({ style: { width: "49%" } }, { children: [_jsxs("div", Object.assign({ style: { width: "100%" } }, { children: [_jsx("label", Object.assign({ style: {
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fontSize: "14px",
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fontWeight: "500",
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color: "#042567",
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marginBottom: "5px",
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display: "block",
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} }, { children: "Merchant Name" })), _jsx("input", { placeholder: "Merchant Name", value: formData.merchant_name, onChange: (e) => {
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setFormData(Object.assign(Object.assign({}, formData), { merchant_name: e.target.value }));
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clearError("merchant_name");
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}, style: {
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width: "calc(100% - 35px)",
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padding: "10px 16px",
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border: "1px solid #E6E7EA",
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borderRadius: "10px",
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fontSize: "0.875rem",
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color: "#042567",
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outline: "none",
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} })] })), fieldErrors.merchant_name && (_jsx("p", Object.assign({ style: { color: "red", fontSize: "12px", fontWeight: "400" } }, { children: fieldErrors.merchant_name })))] }))] })), _jsxs("div", Object.assign({ style: {
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display: "flex",
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alignItems: "start",
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gap: "16px",
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marginBottom: "12px",
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} }, { children: [_jsxs("div", Object.assign({ style: { width: "49%" } }, { children: [_jsxs("div", Object.assign({ style: { width: "100%" } }, { children: [_jsx("label", Object.assign({ style: {
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fontSize: "14px",
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fontWeight: "500",
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color: "#042567",
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marginBottom: "5px",
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display: "block",
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} }, { children: "Amount" })), _jsx("input", { placeholder: "Amount", type: "text", value: formData.amount, onChange: (e) => {
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const value = e.target.value;
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// Allow empty input
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if (value === "") {
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setFormData(Object.assign(Object.assign({}, formData), { amount: "" }));
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clearError("amount");
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return;
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}
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// Regex: start with optional digits, optional single decimal, optional digits after decimal
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// Prevent multiple decimals, letters, or invalid characters
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const valid = /^(\d+(\.\d*)?|\.\d*)$/;
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if (valid.test(value)) {
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setFormData(Object.assign(Object.assign({}, formData), { amount: value }));
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clearError("amount");
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}
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}, style: {
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width: "calc(100% - 35px)",
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padding: "10px 16px",
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border: "1px solid #E6E7EA",
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borderRadius: "10px",
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fontSize: "0.875rem",
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color: "#042567",
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outline: "none",
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} })] })), fieldErrors.amount && (_jsx("p", Object.assign({ style: { color: "red", fontSize: "12px", fontWeight: "400" } }, { children: fieldErrors.amount })))] })), _jsxs("div", Object.assign({ style: { width: "49%" } }, { children: [_jsxs("div", Object.assign({ style: { width: "100%" } }, { children: [_jsx("label", Object.assign({ style: {
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fontSize: "14px",
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fontWeight: "500",
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color: "#042567",
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marginBottom: "5px",
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display: "block",
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} }, { children: "Account ID" })), _jsx("input", { placeholder: "Account ID", value: formData.account_id, onChange: (e) => {
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setFormData(Object.assign(Object.assign({}, formData), { account_id: e.target.value }));
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clearError("account_id");
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}, style: {
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width: "calc(100% - 35px)",
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padding: "10px 16px",
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border: "1px solid #E6E7EA",
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borderRadius: "10px",
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fontSize: "0.875rem",
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color: "#042567",
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outline: "none",
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} })] })), fieldErrors.account_id && (_jsx("p", Object.assign({ style: { color: "red", fontSize: "12px", fontWeight: "400" } }, { children: fieldErrors.account_id })))] }))] })), _jsxs("div", Object.assign({ style: {
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display: "flex",
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alignItems: "start",
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gap: "16px",
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marginBottom: "12px",
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} }, { children: [_jsxs("div", Object.assign({ style: { width: "49%" } }, { children: [_jsxs("div", Object.assign({ style: { width: "100%" } }, { children: [_jsx("label", Object.assign({ style: {
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fontSize: "14px",
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fontWeight: "500",
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color: "#042567",
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marginBottom: "5px",
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display: "block",
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} }, { children: "Transaction ID" })), _jsx("input", { placeholder: "Transaction ID", value: formData.transaction_id, onChange: (e) => {
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setFormData(Object.assign(Object.assign({}, formData), { transaction_id: e.target.value }));
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clearError("transaction_id");
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}, style: {
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width: "calc(100% - 35px)",
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padding: "10px 16px",
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border: "1px solid #E6E7EA",
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|
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borderRadius: "10px",
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|
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fontSize: "0.875rem",
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|
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|
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color: "#042567",
|
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|
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outline: "none",
|
|
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+
} })] })), fieldErrors.transaction_id && (_jsx("p", Object.assign({ style: { color: "red", fontSize: "12px", fontWeight: "400" } }, { children: fieldErrors.transaction_id })))] })), _jsxs("div", Object.assign({ style: { width: "49%" } }, { children: [_jsxs("div", Object.assign({ style: { width: "100%" } }, { children: [_jsx("label", Object.assign({ style: {
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fontSize: "14px",
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color: "#042567",
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|
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marginBottom: "5px",
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display: "block",
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|
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} }, { children: "Payment Channel" })), _jsx("input", { placeholder: "Payment Channel", value: formData.payment_channel, onChange: (e) => {
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|
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setFormData(Object.assign(Object.assign({}, formData), { payment_channel: e.target.value }));
|
|
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|
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clearError("payment_channel");
|
|
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|
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}, style: {
|
|
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|
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width: "calc(100% - 35px)",
|
|
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|
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padding: "10px 16px",
|
|
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|
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border: "1px solid #E6E7EA",
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|
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|
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borderRadius: "10px",
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|
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fontSize: "0.875rem",
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|
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color: "#042567",
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|
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outline: "none",
|
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|
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} })] })), fieldErrors.payment_channel && (_jsx("p", Object.assign({ style: { color: "red", fontSize: "12px", fontWeight: "400" } }, { children: fieldErrors.payment_channel })))] }))] })), _jsxs("div", Object.assign({ style: {
|
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|
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display: "flex",
|
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|
+
alignItems: "start",
|
|
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|
+
gap: "16px",
|
|
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|
+
marginBottom: "12px",
|
|
248
|
+
} }, { children: [_jsxs("div", Object.assign({ style: { width: "49%" } }, { children: [_jsxs("div", Object.assign({ style: { width: "100%" } }, { children: [_jsx("label", Object.assign({ style: {
|
|
249
|
+
fontSize: "14px",
|
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250
|
+
fontWeight: "500",
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|
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color: "#042567",
|
|
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|
+
marginBottom: "5px",
|
|
253
|
+
display: "block",
|
|
254
|
+
} }, { children: "Transaction Type" })), _jsx("input", { placeholder: "Transaction Type", value: formData.transaction_type, onChange: (e) => {
|
|
255
|
+
setFormData(Object.assign(Object.assign({}, formData), { transaction_type: e.target.value }));
|
|
256
|
+
clearError("transaction_type");
|
|
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|
+
}, style: {
|
|
258
|
+
width: "calc(100% - 35px)",
|
|
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|
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padding: "10px 16px",
|
|
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|
+
border: "1px solid #E6E7EA",
|
|
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|
+
borderRadius: "10px",
|
|
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|
+
fontSize: "0.875rem",
|
|
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|
+
color: "#042567",
|
|
264
|
+
outline: "none",
|
|
265
|
+
} })] })), fieldErrors.transaction_type && (_jsx("p", Object.assign({ style: { color: "red", fontSize: "12px", fontWeight: "400" } }, { children: fieldErrors.transaction_type })))] })), _jsxs("div", Object.assign({ style: { width: "49%" } }, { children: [_jsxs("div", Object.assign({ style: { width: "100%" } }, { children: [_jsx("label", Object.assign({ style: {
|
|
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|
+
fontSize: "14px",
|
|
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|
+
fontWeight: "500",
|
|
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|
+
color: "#042567",
|
|
269
|
+
marginBottom: "5px",
|
|
270
|
+
display: "block",
|
|
271
|
+
} }, { children: "Primary Category" })), _jsx("input", { placeholder: "Primary Category", value: formData.personal_finance_category.primary, onChange: (e) => {
|
|
272
|
+
setFormData(Object.assign(Object.assign({}, formData), { personal_finance_category: Object.assign(Object.assign({}, formData.personal_finance_category), { primary: e.target.value }) }));
|
|
273
|
+
clearError("primary");
|
|
274
|
+
}, style: {
|
|
275
|
+
width: "calc(100% - 35px)",
|
|
276
|
+
padding: "10px 16px",
|
|
277
|
+
border: "1px solid #E6E7EA",
|
|
278
|
+
borderRadius: "10px",
|
|
279
|
+
fontSize: "0.875rem",
|
|
280
|
+
color: "#042567",
|
|
281
|
+
outline: "none",
|
|
282
|
+
} })] })), fieldErrors.primary && (_jsx("p", Object.assign({ style: { color: "red", fontSize: "12px", fontWeight: "400" } }, { children: fieldErrors.primary })))] }))] })), _jsxs("div", Object.assign({ style: {
|
|
283
|
+
display: "block",
|
|
284
|
+
marginBottom: "0px",
|
|
285
|
+
} }, { children: [_jsxs("div", Object.assign({ style: { width: "100%" } }, { children: [_jsx("label", Object.assign({ style: {
|
|
286
|
+
fontSize: "14px",
|
|
287
|
+
fontWeight: "500",
|
|
288
|
+
color: "#042567",
|
|
289
|
+
marginBottom: "5px",
|
|
290
|
+
display: "block",
|
|
291
|
+
} }, { children: "Detailed Category" })), _jsx("input", { placeholder: "Detailed Category", value: formData.personal_finance_category.detailed, onChange: (e) => {
|
|
292
|
+
setFormData(Object.assign(Object.assign({}, formData), { personal_finance_category: Object.assign(Object.assign({}, formData.personal_finance_category), { detailed: e.target.value }) }));
|
|
293
|
+
clearError("detailed");
|
|
294
|
+
}, style: {
|
|
295
|
+
width: "calc(100% - 35px)",
|
|
296
|
+
padding: "10px 16px",
|
|
297
|
+
border: "1px solid #E6E7EA",
|
|
298
|
+
borderRadius: "10px",
|
|
299
|
+
fontSize: "0.875rem",
|
|
300
|
+
color: "#042567",
|
|
301
|
+
outline: "none",
|
|
302
|
+
} })] })), fieldErrors.detailed && (_jsx("p", Object.assign({ style: { color: "red", fontSize: "12px", fontWeight: "400" } }, { children: fieldErrors.detailed })))] }))] })), _jsxs("div", Object.assign({ style: {
|
|
303
|
+
display: "flex",
|
|
304
|
+
alignItems: "center",
|
|
305
|
+
justifyContent: "center",
|
|
306
|
+
marginTop: "20px",
|
|
307
|
+
marginBottom: "20px",
|
|
308
|
+
gap: "10px",
|
|
309
|
+
} }, { children: [_jsx("button", Object.assign({ disabled: submitting, onClick: onSuccess, style: {
|
|
310
|
+
border: "1px solid #5387F1",
|
|
311
|
+
backgroundColor: "white",
|
|
312
|
+
color: "#5387F1",
|
|
313
|
+
fontSize: "0.875rem",
|
|
314
|
+
fontWeight: 500,
|
|
315
|
+
padding: "8px 16px",
|
|
316
|
+
borderRadius: 8,
|
|
317
|
+
cursor: "pointer",
|
|
318
|
+
} }, { children: "Cancel" })), _jsx("button", Object.assign({ onClick: handleSubmit, disabled: submitting, style: {
|
|
319
|
+
backgroundColor: "#5387F1",
|
|
320
|
+
border: "1px solid #5387F1",
|
|
321
|
+
color: "white",
|
|
322
|
+
fontSize: "0.875rem",
|
|
323
|
+
fontWeight: 500,
|
|
324
|
+
padding: "8px 16px",
|
|
325
|
+
borderRadius: 8,
|
|
326
|
+
marginRight: 8,
|
|
327
|
+
cursor: "pointer",
|
|
328
|
+
} }, { children: submitting ? "Submitting..." : "Submit" }))] }))] })));
|
|
329
|
+
};
|
|
330
|
+
export default AddTransactionForm;
|
|
@@ -0,0 +1,12 @@
|
|
|
1
|
+
interface CommonParams {
|
|
2
|
+
onError?: (msg: string) => void;
|
|
3
|
+
setLoading?: (val: boolean) => void;
|
|
4
|
+
setError?: (val: string) => void;
|
|
5
|
+
}
|
|
6
|
+
interface GetAuthSessionTokenParams extends CommonParams {
|
|
7
|
+
session_token: string;
|
|
8
|
+
userId: string;
|
|
9
|
+
onSuccess: (data: any) => void;
|
|
10
|
+
}
|
|
11
|
+
export declare const getAuthSessionToken: ({ session_token, userId, onSuccess, onError, setLoading, setError, }: GetAuthSessionTokenParams) => Promise<void>;
|
|
12
|
+
export {};
|
|
@@ -0,0 +1,42 @@
|
|
|
1
|
+
var __awaiter = (this && this.__awaiter) || function (thisArg, _arguments, P, generator) {
|
|
2
|
+
function adopt(value) { return value instanceof P ? value : new P(function (resolve) { resolve(value); }); }
|
|
3
|
+
return new (P || (P = Promise))(function (resolve, reject) {
|
|
4
|
+
function fulfilled(value) { try { step(generator.next(value)); } catch (e) { reject(e); } }
|
|
5
|
+
function rejected(value) { try { step(generator["throw"](value)); } catch (e) { reject(e); } }
|
|
6
|
+
function step(result) { result.done ? resolve(result.value) : adopt(result.value).then(fulfilled, rejected); }
|
|
7
|
+
step((generator = generator.apply(thisArg, _arguments || [])).next());
|
|
8
|
+
});
|
|
9
|
+
};
|
|
10
|
+
// sessionHelpers.ts
|
|
11
|
+
import { toast } from "react-toastify";
|
|
12
|
+
import api from "../api/api";
|
|
13
|
+
export const getAuthSessionToken = ({ session_token, userId, onSuccess, onError, setLoading, setError, }) => __awaiter(void 0, void 0, void 0, function* () {
|
|
14
|
+
var _a, _b;
|
|
15
|
+
try {
|
|
16
|
+
setError === null || setError === void 0 ? void 0 : setError("");
|
|
17
|
+
const response = yield api.get("/widgets/auth/token", {
|
|
18
|
+
headers: {
|
|
19
|
+
Accept: "application/json",
|
|
20
|
+
Authorization: `Bearer ${session_token}`,
|
|
21
|
+
},
|
|
22
|
+
});
|
|
23
|
+
const data = response.data;
|
|
24
|
+
if (data.domain_urls) {
|
|
25
|
+
onSuccess(data);
|
|
26
|
+
}
|
|
27
|
+
else {
|
|
28
|
+
const errorMsg = (data === null || data === void 0 ? void 0 : data.detail) || "Invalid auth session token";
|
|
29
|
+
setError === null || setError === void 0 ? void 0 : setError(errorMsg);
|
|
30
|
+
onError === null || onError === void 0 ? void 0 : onError(errorMsg);
|
|
31
|
+
toast.error(errorMsg, { toastId: "error-errorMsg" });
|
|
32
|
+
setLoading === null || setLoading === void 0 ? void 0 : setLoading(false);
|
|
33
|
+
}
|
|
34
|
+
}
|
|
35
|
+
catch (err) {
|
|
36
|
+
const msg = ((_b = (_a = err === null || err === void 0 ? void 0 : err.response) === null || _a === void 0 ? void 0 : _a.data) === null || _b === void 0 ? void 0 : _b.detail) || "Error while fetching auth token";
|
|
37
|
+
setError === null || setError === void 0 ? void 0 : setError(msg);
|
|
38
|
+
onError === null || onError === void 0 ? void 0 : onError(msg);
|
|
39
|
+
toast.error(msg, { toastId: "msg-error-errorMsg" });
|
|
40
|
+
setLoading === null || setLoading === void 0 ? void 0 : setLoading(false);
|
|
41
|
+
}
|
|
42
|
+
});
|
|
@@ -0,0 +1,34 @@
|
|
|
1
|
+
import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
|
|
2
|
+
const ErrorWidget = ({ message, onClose }) => {
|
|
3
|
+
console.log(message, 'messagemessagemessage');
|
|
4
|
+
return (_jsxs("div", Object.assign({ style: {
|
|
5
|
+
display: "flex",
|
|
6
|
+
alignItems: "center",
|
|
7
|
+
flexDirection: "column",
|
|
8
|
+
justifyContent: "center",
|
|
9
|
+
height: "100%",
|
|
10
|
+
} }, { children: [_jsx("h2", Object.assign({ style: {
|
|
11
|
+
color: "#000000",
|
|
12
|
+
margin: "0px 0px 10px 0px",
|
|
13
|
+
fontSize: "22px",
|
|
14
|
+
} }, { children: "Oops! Something went wrong" })), _jsx("p", Object.assign({ style: {
|
|
15
|
+
fontSize: "16px",
|
|
16
|
+
color: "#333333",
|
|
17
|
+
textAlign: "center",
|
|
18
|
+
margin: "0px",
|
|
19
|
+
} }, { children: message })), _jsxs("button", Object.assign({ id: "close-widget-btn", onClick: () => onClose(), style: {
|
|
20
|
+
background: "#333333",
|
|
21
|
+
padding: "6px 16px",
|
|
22
|
+
color: "#ffffff",
|
|
23
|
+
borderRadius: "8px",
|
|
24
|
+
textAlign: "center",
|
|
25
|
+
fontSize: "16px",
|
|
26
|
+
margin: "20px 0px 0px 0px",
|
|
27
|
+
border: "none",
|
|
28
|
+
cursor: "pointer",
|
|
29
|
+
display: "flex",
|
|
30
|
+
alignItems: "center",
|
|
31
|
+
gap: "8px",
|
|
32
|
+
} }, { children: [_jsx("i", { className: "fas fa-times" }), " Close"] }))] })));
|
|
33
|
+
};
|
|
34
|
+
export default ErrorWidget;
|
package/dist/index.d.ts
CHANGED
|
@@ -1 +1,2 @@
|
|
|
1
|
-
export { default as ClientAuthForm } from './ClientAuthForm';
|
|
1
|
+
export { default as ClientAuthForm } from './transactionReviewWidget/ClientAuthForm';
|
|
2
|
+
export { default as PotentialDeductions } from "./potentialDeductionsWidget/PotentialDeductions";
|
package/dist/index.js
CHANGED
|
@@ -1,18 +1,2 @@
|
|
|
1
|
-
export { default as ClientAuthForm } from './ClientAuthForm';
|
|
2
|
-
|
|
3
|
-
// import ReactDOM from "react-dom/client";
|
|
4
|
-
// import "./index.css";
|
|
5
|
-
// import reportWebVitals from "./reportWebVitals";
|
|
6
|
-
// import App from "./App";
|
|
7
|
-
// const root = ReactDOM.createRoot(
|
|
8
|
-
// document.getElementById("root") as HTMLElement
|
|
9
|
-
// );
|
|
10
|
-
// root.render(
|
|
11
|
-
// <React.StrictMode>
|
|
12
|
-
// <App />
|
|
13
|
-
// </React.StrictMode>
|
|
14
|
-
// );
|
|
15
|
-
// // If you want to start measuring performance in your app, pass a function
|
|
16
|
-
// // to log results (for example: reportWebVitals(console.log))
|
|
17
|
-
// // or send to an analytics endpoint. Learn more: https://bit.ly/CRA-vitals
|
|
18
|
-
// reportWebVitals();
|
|
1
|
+
export { default as ClientAuthForm } from './transactionReviewWidget/ClientAuthForm';
|
|
2
|
+
export { default as PotentialDeductions } from "./potentialDeductionsWidget/PotentialDeductions";
|
|
@@ -0,0 +1,181 @@
|
|
|
1
|
+
var __awaiter = (this && this.__awaiter) || function (thisArg, _arguments, P, generator) {
|
|
2
|
+
function adopt(value) { return value instanceof P ? value : new P(function (resolve) { resolve(value); }); }
|
|
3
|
+
return new (P || (P = Promise))(function (resolve, reject) {
|
|
4
|
+
function fulfilled(value) { try { step(generator.next(value)); } catch (e) { reject(e); } }
|
|
5
|
+
function rejected(value) { try { step(generator["throw"](value)); } catch (e) { reject(e); } }
|
|
6
|
+
function step(result) { result.done ? resolve(result.value) : adopt(result.value).then(fulfilled, rejected); }
|
|
7
|
+
step((generator = generator.apply(thisArg, _arguments || [])).next());
|
|
8
|
+
});
|
|
9
|
+
};
|
|
10
|
+
import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
|
|
11
|
+
import { useEffect, useState } from "react";
|
|
12
|
+
import api from "../api/api";
|
|
13
|
+
import { getAuthSessionToken } from "../helper/AuthHelper";
|
|
14
|
+
import ErrorWidget from "../helper/Error";
|
|
15
|
+
import { toast } from "react-toastify";
|
|
16
|
+
const PotentialDeductions = ({ userId, access_token, session_token, onError, }) => {
|
|
17
|
+
var _a, _b;
|
|
18
|
+
const [transactions, setTransactions] = useState([]);
|
|
19
|
+
const [activeCategoryIndex, setActiveCategoryIndex] = useState(0);
|
|
20
|
+
const [isOpen, setIsOpen] = useState(false);
|
|
21
|
+
const [loading, setLoading] = useState(false);
|
|
22
|
+
const [error, setError] = useState("");
|
|
23
|
+
const groupByField = (dataArray, groupKey) => {
|
|
24
|
+
if (!Array.isArray(dataArray)) {
|
|
25
|
+
throw new Error("First argument must be an array");
|
|
26
|
+
}
|
|
27
|
+
const grouped = [];
|
|
28
|
+
dataArray.forEach((item) => {
|
|
29
|
+
const key = item[groupKey] || "schedule C";
|
|
30
|
+
if (!grouped[key]) {
|
|
31
|
+
grouped[key] = [];
|
|
32
|
+
}
|
|
33
|
+
grouped[key].push(item);
|
|
34
|
+
});
|
|
35
|
+
return grouped;
|
|
36
|
+
};
|
|
37
|
+
const fetchTransactions = (userId) => __awaiter(void 0, void 0, void 0, function* () {
|
|
38
|
+
var _c;
|
|
39
|
+
setLoading(true);
|
|
40
|
+
try {
|
|
41
|
+
const { data } = yield api.get(`/potential-deductions/${userId}`);
|
|
42
|
+
console.log(data, "datadatadatadatadatadatadatadata");
|
|
43
|
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if (data === null || data === void 0 ? void 0 : data.detail) {
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const msg = data.detail;
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setError(msg);
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onError === null || onError === void 0 ? void 0 : onError(msg);
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toast.error(msg, { toastId: "msg-error-msg-errorMsg" });
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}
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else {
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console.log(data, "datadatadata");
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const scheduleData = groupByField(data.deductions, ((_c = data.deductions[0]) === null || _c === void 0 ? void 0 : _c.schedule) || "schedule c");
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setTransactions(scheduleData);
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}
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}
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catch (error) {
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const msg = "Failed to fetch transactions.";
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setError(msg);
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onError === null || onError === void 0 ? void 0 : onError(msg);
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toast.error(msg, { toastId: "msg-error-msg-error-Msg" });
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}
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finally {
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setLoading(false);
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}
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});
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useEffect(() => {
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if (access_token && session_token) {
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getAuthSessionToken({
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session_token,
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userId,
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onSuccess: (data) => {
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console.log("Auth token fetched, domain URLs:", data.domain_urls);
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fetchTransactions(userId);
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},
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onError,
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setLoading,
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setError,
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});
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}
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}, [access_token, session_token]);
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const objectKey = Object.keys(transactions);
|
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const activeDeductions = transactions[objectKey[activeCategoryIndex]];
|
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let total = 0;
|
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|
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let savings = 0;
|
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+
if (activeDeductions) {
|
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|
+
activeDeductions.forEach((d) => {
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|
+
console.log(d);
|
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total += d.total_amount || 0;
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savings += d.potential_deduction || 0;
|
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});
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}
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return (_jsxs(_Fragment, { children: [_jsx("div", Object.assign({ style: {
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position: "fixed",
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bottom: "20px",
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fontSize: "28px",
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boxShadow: "0 4px 5px rgba(0, 0, 0, 0.3)",
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}, onClick: () => setIsOpen(!isOpen), title: "Open Auth Widget" }, { children: "\uD83D\uDCAC" })), isOpen && (_jsx("div", Object.assign({ style: {
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position: "fixed",
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bottom: "90px",
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overflowY: "auto",
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} }, { children: error ? (_jsx("div", Object.assign({ style: {
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paddingTop: "200px",
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minHeight: "500px",
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} }, { children: _jsx(ErrorWidget, { message: error, onClose: () => setIsOpen(false) }) }))) : (_jsxs("div", Object.assign({ style: {
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maxWidth: 1200,
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margin: "auto",
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border: "1px solid #ccc",
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borderRadius: 16,
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overflow: "hidden",
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} }, { children: [_jsxs("div", Object.assign({ style: {
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backgroundColor: "#F1F7FB",
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padding: "16px 24px",
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display: "flex",
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justifyContent: "space-between",
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alignItems: "center",
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borderBottom: "1px solid #BFDBFE",
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} }, { children: [_jsx("h2", Object.assign({ style: {
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fontSize: 20,
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fontWeight: 500,
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color: "#042567",
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margin: 0,
|
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} }, { children: "Potential Deductions Analysis" })), _jsxs("span", Object.assign({ style: {
|
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fontSize: 14,
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|
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color: "#6B7280",
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display: "flex",
|
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alignItems: "center",
|
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|
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gap: 4,
|
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+
} }, { children: [_jsx("span", { style: {
|
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|
+
width: 8,
|
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height: 8,
|
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borderRadius: "50%",
|
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|
+
backgroundColor: "#687DF7",
|
|
147
|
+
display: "inline-block",
|
|
148
|
+
} }), "Analysis complete"] }))] })), loading ? (_jsx("p", Object.assign({ style: {
|
|
149
|
+
fontSize: "0.875rem",
|
|
150
|
+
color: "#526282",
|
|
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|
+
margin: 0,
|
|
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|
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display: "flex",
|
|
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|
+
justifyContent: "center",
|
|
154
|
+
width: "100%",
|
|
155
|
+
} }, { children: "Loading\u2026" }))) : (_jsx("div", Object.assign({ style: { padding: 24 } }, { children: transactions && ((_a = Object.keys(transactions)) === null || _a === void 0 ? void 0 : _a.length) > 0 ? (_jsxs(_Fragment, { children: [_jsx("div", Object.assign({ style: { marginBottom: 24, display: "flex", gap: 8 } }, { children: Object.keys(transactions) &&
|
|
156
|
+
((_b = Object.keys(transactions)) === null || _b === void 0 ? void 0 : _b.map((cat, index) => (_jsx("button", Object.assign({ onClick: () => setActiveCategoryIndex(index), style: {
|
|
157
|
+
border: "1px solid #5387F1",
|
|
158
|
+
padding: "12px 16px",
|
|
159
|
+
fontSize: 14,
|
|
160
|
+
fontWeight: 500,
|
|
161
|
+
borderRadius: 8,
|
|
162
|
+
backgroundColor: activeCategoryIndex === index
|
|
163
|
+
? "#5387F1"
|
|
164
|
+
: "white",
|
|
165
|
+
color: activeCategoryIndex === index
|
|
166
|
+
? "white"
|
|
167
|
+
: "#5387F1",
|
|
168
|
+
cursor: "pointer",
|
|
169
|
+
} }, { children: cat }), index)))) })), (activeDeductions === null || activeDeductions === void 0 ? void 0 : activeDeductions.length) > 0 &&
|
|
170
|
+
(activeDeductions === null || activeDeductions === void 0 ? void 0 : activeDeductions.map((activeDeduction) => (_jsx(_Fragment, { children: _jsxs("div", Object.assign({ style: {
|
|
171
|
+
border: "1px solid rgba(30, 64, 175, 0.1)",
|
|
172
|
+
borderRadius: 16,
|
|
173
|
+
padding: 16,
|
|
174
|
+
margin: "12px 0",
|
|
175
|
+
} }, { children: [_jsx("h3", Object.assign({ style: { marginBottom: 8, color: "#042567" } }, { children: activeDeduction === null || activeDeduction === void 0 ? void 0 : activeDeduction.title })), _jsx("p", Object.assign({ style: { color: "#526282", marginBottom: 4 } }, { children: activeDeduction === null || activeDeduction === void 0 ? void 0 : activeDeduction.description })), _jsxs("p", Object.assign({ style: { color: "#5A83F3", fontSize: 12 } }, { children: ["Debit transactions:", " ", activeDeduction === null || activeDeduction === void 0 ? void 0 : activeDeduction.debit_transaction_count, ", Credit transactions:", " ", activeDeduction === null || activeDeduction === void 0 ? void 0 : activeDeduction.credit_transaction_count] })), _jsxs("div", Object.assign({ style: {
|
|
176
|
+
marginTop: 16,
|
|
177
|
+
display: "flex",
|
|
178
|
+
justifyContent: "space-between",
|
|
179
|
+
} }, { children: [_jsxs("div", Object.assign({ style: { fontWeight: 500, color: "#5A83F3" } }, { children: ["Total Spent: $", activeDeduction === null || activeDeduction === void 0 ? void 0 : activeDeduction.total_amount] })), _jsxs("div", Object.assign({ style: { fontWeight: 500, color: "#5387F1" } }, { children: ["Potential Deduction: $", activeDeduction === null || activeDeduction === void 0 ? void 0 : activeDeduction.potential_deduction] }))] }))] })) })))), _jsx("div", Object.assign({ className: "px-6 my-4" }, { children: _jsxs("div", Object.assign({ className: "bg-[#5387F1] px-6 py-8 rounded-xl text-center" }, { children: [_jsx("h3", Object.assign({ className: "text-white font-semibold text-3xl" }, { children: "$6,350" })), _jsxs("div", Object.assign({ className: "text-center my-3" }, { children: [_jsxs("p", Object.assign({ className: "text-base font-medium text-white mb-0" }, { children: [" ", "Total potenial deduction: $", savings] })), _jsxs("p", Object.assign({ className: "text-white text-sm font-normal mt-0" }, { children: [" ", "Total amount: $", total] }))] })), _jsx("button", Object.assign({ className: "border bg-white text-[#5387F1] text-sm font-medium px-4 py-2 rounded-lg" }, { children: "Get Insights" }))] })) }))] })) : (_jsx("p", Object.assign({ className: "flex justify-center items-center text-center" }, { children: "No Data found." }))) })))] }))) })))] }));
|
|
180
|
+
};
|
|
181
|
+
export default PotentialDeductions;
|
|
@@ -0,0 +1,437 @@
|
|
|
1
|
+
var __awaiter = (this && this.__awaiter) || function (thisArg, _arguments, P, generator) {
|
|
2
|
+
function adopt(value) { return value instanceof P ? value : new P(function (resolve) { resolve(value); }); }
|
|
3
|
+
return new (P || (P = Promise))(function (resolve, reject) {
|
|
4
|
+
function fulfilled(value) { try { step(generator.next(value)); } catch (e) { reject(e); } }
|
|
5
|
+
function rejected(value) { try { step(generator["throw"](value)); } catch (e) { reject(e); } }
|
|
6
|
+
function step(result) { result.done ? resolve(result.value) : adopt(result.value).then(fulfilled, rejected); }
|
|
7
|
+
step((generator = generator.apply(thisArg, _arguments || [])).next());
|
|
8
|
+
});
|
|
9
|
+
};
|
|
10
|
+
import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
|
|
11
|
+
import React, { useEffect, useMemo, useState } from "react";
|
|
12
|
+
import AddTransactionForm from "../helper/AddTransactionForm";
|
|
13
|
+
import api from "../api/api";
|
|
14
|
+
import ErrorWidget from "../helper/Error";
|
|
15
|
+
import { getAuthSessionToken } from "../helper/AuthHelper";
|
|
16
|
+
import { toast } from "react-toastify";
|
|
17
|
+
const { CiSearch } = require("react-icons/ci");
|
|
18
|
+
const { FaPlus, FaCaretDown } = require("react-icons/fa6");
|
|
19
|
+
const { HiOutlineArrowSmLeft } = require("react-icons/hi");
|
|
20
|
+
const ClientAuthForm = ({ userId, access_token, session_token, onError, }) => {
|
|
21
|
+
var _a, _b;
|
|
22
|
+
const [isOpen, setIsOpen] = useState(false);
|
|
23
|
+
const [selected, setSelected] = useState(null);
|
|
24
|
+
const [search, setSearch] = useState("");
|
|
25
|
+
const [loading, setLoading] = useState(false);
|
|
26
|
+
const [error, setError] = useState("");
|
|
27
|
+
const [transactions, setTransactions] = useState([]);
|
|
28
|
+
const [showAddForm, setShowAddForm] = useState(false);
|
|
29
|
+
const [categoryNames, setCategoryNames] = useState([]);
|
|
30
|
+
// done
|
|
31
|
+
const fetchTransactions = (userId) => __awaiter(void 0, void 0, void 0, function* () {
|
|
32
|
+
var _c, _d, _e, _f, _g;
|
|
33
|
+
setLoading(true);
|
|
34
|
+
try {
|
|
35
|
+
const { data } = yield api.get(`/transaction/categorize/${userId}`);
|
|
36
|
+
console.log(data, "transactions");
|
|
37
|
+
if (data === null || data === void 0 ? void 0 : data.detail) {
|
|
38
|
+
setError(data === null || data === void 0 ? void 0 : data.detail);
|
|
39
|
+
onError === null || onError === void 0 ? void 0 : onError(data.detail);
|
|
40
|
+
toast.error(data.detail, { toastId: " data.detail-error-msg-error-Msg" });
|
|
41
|
+
setLoading(false);
|
|
42
|
+
}
|
|
43
|
+
else {
|
|
44
|
+
setTransactions(data || []);
|
|
45
|
+
setLoading(false);
|
|
46
|
+
}
|
|
47
|
+
}
|
|
48
|
+
catch (error) {
|
|
49
|
+
console.log(error, 'errorerrorerrorerror', (_d = (_c = error === null || error === void 0 ? void 0 : error.response) === null || _c === void 0 ? void 0 : _c.data) === null || _d === void 0 ? void 0 : _d.detail);
|
|
50
|
+
console.log((_e = error === null || error === void 0 ? void 0 : error.response) === null || _e === void 0 ? void 0 : _e.data, 'error?.response?.data?.detail ');
|
|
51
|
+
const msg = ((_g = (_f = error === null || error === void 0 ? void 0 : error.response) === null || _f === void 0 ? void 0 : _f.data) === null || _g === void 0 ? void 0 : _g.detail) || "Failed to fetch transactions.";
|
|
52
|
+
setError(msg);
|
|
53
|
+
onError === null || onError === void 0 ? void 0 : onError(msg);
|
|
54
|
+
toast.error(msg, { toastId: "-msg-error-Msg" });
|
|
55
|
+
setLoading(false);
|
|
56
|
+
}
|
|
57
|
+
});
|
|
58
|
+
//done
|
|
59
|
+
const getAllUserCategory = () => __awaiter(void 0, void 0, void 0, function* () {
|
|
60
|
+
var _h, _j;
|
|
61
|
+
try {
|
|
62
|
+
const response = yield api.get(`/categorized/data/${userId}`);
|
|
63
|
+
const data = response.data;
|
|
64
|
+
setCategoryNames(data); // 🔥 Save to state
|
|
65
|
+
}
|
|
66
|
+
catch (err) {
|
|
67
|
+
console.error("Error fetching categories:", err);
|
|
68
|
+
const msg = ((_j = (_h = err === null || err === void 0 ? void 0 : err.response) === null || _h === void 0 ? void 0 : _h.data) === null || _j === void 0 ? void 0 : _j.detail) || "Error fetching categories";
|
|
69
|
+
toast.error(msg, { toastId: "e-msg-error-Msg" });
|
|
70
|
+
}
|
|
71
|
+
});
|
|
72
|
+
// done
|
|
73
|
+
const updateTransactionCategory = (payload) => __awaiter(void 0, void 0, void 0, function* () {
|
|
74
|
+
try {
|
|
75
|
+
console.log(payload, "payloadpayloadpayloadpayload");
|
|
76
|
+
const response = yield api.put("/transaction/update/category", payload);
|
|
77
|
+
console.log(response, "responseresponseresponse");
|
|
78
|
+
if ((response === null || response === void 0 ? void 0 : response.status) == 200) {
|
|
79
|
+
setSelected(null);
|
|
80
|
+
toast.success("Category updated successfully", { toastId: "Category updated successfully" });
|
|
81
|
+
yield fetchTransactions(userId);
|
|
82
|
+
}
|
|
83
|
+
else {
|
|
84
|
+
toast.error("Something went wrong", { toastId: "Something went wrong" });
|
|
85
|
+
}
|
|
86
|
+
}
|
|
87
|
+
catch (err) {
|
|
88
|
+
toast.error("Failed to update category", { toastId: "Failed to update category" });
|
|
89
|
+
}
|
|
90
|
+
});
|
|
91
|
+
const filtered = useMemo(() => {
|
|
92
|
+
if (!search.trim())
|
|
93
|
+
return transactions;
|
|
94
|
+
const s = search.toLowerCase();
|
|
95
|
+
return transactions.filter((g) => { var _a; return (_a = g.category) === null || _a === void 0 ? void 0 : _a.toLowerCase().includes(s); });
|
|
96
|
+
}, [transactions, search]);
|
|
97
|
+
const taxSavings = filtered.reduce((sum, g) => {
|
|
98
|
+
var _a, _b;
|
|
99
|
+
const deductible = ((g === null || g === void 0 ? void 0 : g.category) && ((_a = g === null || g === void 0 ? void 0 : g.category) === null || _a === void 0 ? void 0 : _a.toUpperCase()) === "LOAN_PAYMENTS") ||
|
|
100
|
+
((g === null || g === void 0 ? void 0 : g.category) && ((_b = g === null || g === void 0 ? void 0 : g.category) === null || _b === void 0 ? void 0 : _b.toUpperCase()) === "TRAVEL");
|
|
101
|
+
return deductible ? sum + g.total_amount * 0.1 : sum;
|
|
102
|
+
}, 0);
|
|
103
|
+
useEffect(() => {
|
|
104
|
+
if (access_token && session_token) {
|
|
105
|
+
getAuthSessionToken({
|
|
106
|
+
session_token,
|
|
107
|
+
userId,
|
|
108
|
+
onSuccess: (data) => {
|
|
109
|
+
console.log("Auth token fetched, domain URLs:", data.domain_urls);
|
|
110
|
+
fetchTransactions(userId);
|
|
111
|
+
getAllUserCategory();
|
|
112
|
+
},
|
|
113
|
+
onError,
|
|
114
|
+
setLoading,
|
|
115
|
+
setError,
|
|
116
|
+
});
|
|
117
|
+
}
|
|
118
|
+
}, [access_token, session_token]);
|
|
119
|
+
return (_jsxs(_Fragment, { children: [_jsx("div", Object.assign({ style: {
|
|
120
|
+
position: "fixed",
|
|
121
|
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bottom: "20px",
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122
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right: "20px",
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123
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width: "60px",
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124
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height: "60px",
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125
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+
backgroundColor: "#007bff",
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126
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borderRadius: "50%",
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display: "flex",
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128
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justifyContent: "center",
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alignItems: "center",
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cursor: "pointer",
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zIndex: 9999,
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color: "#fff",
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fontSize: "28px",
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boxShadow: "0 4px 5px rgba(0, 0, 0, 0.3)",
|
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135
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+
}, onClick: () => setIsOpen(!isOpen), title: "Open Auth Widget" }, { children: "\uD83D\uDCAC" })), isOpen && (_jsx("div", Object.assign({ style: {
|
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136
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position: "fixed",
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bottom: "90px",
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right: "20px",
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139
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width: "50rem",
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140
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maxHeight: "70vh",
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backgroundColor: "#fff",
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borderRadius: "12px",
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+
boxShadow: "0 0 5px rgba(0,0,0,0.2)",
|
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zIndex: 9998,
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145
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padding: "0",
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overflowY: "auto",
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147
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+
} }, { children: error ? (_jsx("div", Object.assign({ style: {
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padding: "0",
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+
minHeight: "500px",
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150
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paddingTop: "200px",
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+
} }, { children: _jsx(ErrorWidget, { message: error, onClose: () => setIsOpen(false) }) }))) : (_jsxs("div", Object.assign({ style: {
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padding: "0",
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minHeight: "500px",
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} }, { children: [_jsx("h2", Object.assign({ style: {
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155
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fontSize: "1.125rem",
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fontWeight: "500",
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color: "#042567",
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margin: "0px",
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backgroundColor: "#F1F7FB",
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padding: "16px 24px",
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display: "flex",
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justifyContent: "space-between",
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alignItems: "center",
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borderBottom: "1px solid #BFDBFE",
|
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marginBottom: "18px",
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+
} }, { children: "Review & Categorize" })), !selected && (_jsxs("div", Object.assign({ style: { padding: "0px 24px 16px", position: "relative" } }, { children: [_jsx("span", Object.assign({ style: { position: "absolute", top: "9px", left: "40px" } }, { children: _jsx(CiSearch, { style: { color: "#526282", fontSize: "20px" } }) })), _jsx("input", { type: "text", value: search, onChange: (e) => setSearch(e.target.value), placeholder: "Search\u2026", style: {
|
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width: "calc(100% - 70px)",
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padding: "10px 16px 10px 44px",
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border: "1px solid #E6E7EA",
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borderRadius: "9999px",
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fontSize: "0.875rem",
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color: "#042567",
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outline: "none",
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+
} })] }))), _jsxs("div", Object.assign({ style: { padding: "0 24px 10px" } }, { children: [!loading && (_jsxs("div", Object.assign({ style: {
|
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display: "flex",
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alignItems: "center",
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gap: "10px",
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marginBottom: "10px",
|
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+
} }, { children: [(filtered === null || filtered === void 0 ? void 0 : filtered.length) == 0 ? ("") : (_jsxs("span", Object.assign({ style: {
|
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|
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fontSize: "14px",
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color: "rgb(82, 98, 130)",
|
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margin: "0px",
|
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display: "flex",
|
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alignItems: "center",
|
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|
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gap: 6,
|
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+
} }, { children: ["Number of Review & Categorize :", " ", _jsx("span", Object.assign({ style: {
|
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|
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color: "#042567",
|
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|
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fontSize: "16px",
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fontWeight: 500,
|
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} }, { children: filtered ? filtered === null || filtered === void 0 ? void 0 : filtered.length : "0" }))] }))), (filtered === null || filtered === void 0 ? void 0 : filtered.reduce((sum, item) => sum + item.transactions.length, 0)) === 0 ? ("") : (_jsxs("span", Object.assign({ style: {
|
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191
|
+
fontSize: "14px",
|
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color: "rgb(82, 98, 130)",
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margin: "0px",
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display: "flex",
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alignItems: "center",
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|
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gap: 6,
|
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+
} }, { children: ["Number of transaction", " ", _jsx("span", Object.assign({ style: {
|
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198
|
+
color: "#042567",
|
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199
|
+
fontSize: "16px",
|
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200
|
+
fontWeight: 500,
|
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201
|
+
} }, { children: filtered
|
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202
|
+
? filtered === null || filtered === void 0 ? void 0 : filtered.reduce((sum, item) => sum + item.transactions.length, 0)
|
|
203
|
+
: "0" }))] })))] }))), showAddForm ? (_jsx(AddTransactionForm, { userId: userId, accessToken: access_token, onSuccess: () => __awaiter(void 0, void 0, void 0, function* () {
|
|
204
|
+
// await handleAddTransaction();
|
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|
+
setShowAddForm(false);
|
|
206
|
+
yield fetchTransactions(userId);
|
|
207
|
+
}), onError: onError })) : loading ? (_jsx("p", Object.assign({ style: {
|
|
208
|
+
fontSize: "0.875rem",
|
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209
|
+
color: "#526282",
|
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210
|
+
margin: 0,
|
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211
|
+
display: "flex",
|
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|
+
justifyContent: "center",
|
|
213
|
+
width: "100%",
|
|
214
|
+
} }, { children: "Loading\u2026" }))) : !selected ? (filtered.length === 0 ? (_jsx("p", Object.assign({ style: {
|
|
215
|
+
fontSize: "0.875rem",
|
|
216
|
+
color: "#526282",
|
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217
|
+
margin: 0,
|
|
218
|
+
display: "flex",
|
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219
|
+
justifyContent: "center",
|
|
220
|
+
width: "100%",
|
|
221
|
+
} }, { children: "No transactions match." }))) : (filtered.map((g) => {
|
|
222
|
+
var _a, _b;
|
|
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|
+
return (_jsxs("div", Object.assign({ onClick: () => setSelected(g), style: {
|
|
224
|
+
cursor: "pointer",
|
|
225
|
+
display: "flex",
|
|
226
|
+
justifyContent: "space-between",
|
|
227
|
+
alignItems: "center",
|
|
228
|
+
padding: "16px 20px",
|
|
229
|
+
border: "1px solid #1E40AF1A",
|
|
230
|
+
borderRadius: 12,
|
|
231
|
+
marginBottom: "12px",
|
|
232
|
+
} }, { children: [_jsxs("div", { children: [_jsx("h3", Object.assign({ style: {
|
|
233
|
+
fontSize: "15px",
|
|
234
|
+
fontWeight: 500,
|
|
235
|
+
color: "#042567",
|
|
236
|
+
margin: "0 0 6px 0",
|
|
237
|
+
} }, { children: (_a = g === null || g === void 0 ? void 0 : g.category) !== null && _a !== void 0 ? _a : "NA" })), _jsx("span", Object.assign({ style: {
|
|
238
|
+
fontSize: "0.75rem",
|
|
239
|
+
backgroundColor: "#4A6CF71F",
|
|
240
|
+
color: "#4A6CF7",
|
|
241
|
+
borderRadius: 9999,
|
|
242
|
+
padding: "4px 16px",
|
|
243
|
+
display: "inline-block",
|
|
244
|
+
border: "1px solid #4A6CF71A",
|
|
245
|
+
} }, { children: ((_b = g === null || g === void 0 ? void 0 : g.schedule) !== null && _b !== void 0 ? _b : "") !== "" ? g.schedule : "N/A" }))] }), _jsxs("div", Object.assign({ style: { textAlign: "right" } }, { children: [_jsxs("p", Object.assign({ style: {
|
|
246
|
+
color: "#042567",
|
|
247
|
+
fontSize: "16px",
|
|
248
|
+
fontWeight: 500,
|
|
249
|
+
margin: "0 0 4px",
|
|
250
|
+
display: "flex",
|
|
251
|
+
alignItems: "center",
|
|
252
|
+
gap: 6,
|
|
253
|
+
} }, { children: ["$", g.total_amount.toFixed(2), " ", _jsx(FaCaretDown, {})] })), _jsxs("p", Object.assign({ style: {
|
|
254
|
+
fontSize: "0.875rem",
|
|
255
|
+
color: "#526282",
|
|
256
|
+
margin: 0,
|
|
257
|
+
} }, { children: [" ", g.transactions.length, " transactions"] }))] }))] }), g.category));
|
|
258
|
+
}))) : (_jsx(_Fragment, { children: _jsxs("div", Object.assign({ style: {
|
|
259
|
+
backgroundColor: "#fff",
|
|
260
|
+
color: "#000",
|
|
261
|
+
borderRadius: "12px",
|
|
262
|
+
padding: "1rem 0px",
|
|
263
|
+
maxWidth: "100%",
|
|
264
|
+
margin: "1rem auto",
|
|
265
|
+
fontFamily: "sans-serif",
|
|
266
|
+
fontSize: "0.9rem",
|
|
267
|
+
} }, { children: [_jsxs("button", Object.assign({ onClick: () => {
|
|
268
|
+
setSelected(null);
|
|
269
|
+
setSearch("");
|
|
270
|
+
}, style: {
|
|
271
|
+
background: "transparent",
|
|
272
|
+
border: "none",
|
|
273
|
+
color: "#2094EA",
|
|
274
|
+
marginBottom: "1rem",
|
|
275
|
+
cursor: "pointer",
|
|
276
|
+
fontWeight: 500,
|
|
277
|
+
fontSize: "1rem",
|
|
278
|
+
display: "flex",
|
|
279
|
+
alignItems: "center",
|
|
280
|
+
gap: "5px",
|
|
281
|
+
} }, { children: [_jsx(HiOutlineArrowSmLeft, { style: { fontSize: "22px" } }), "Back"] })), _jsxs("div", Object.assign({ style: {
|
|
282
|
+
padding: "0px",
|
|
283
|
+
} }, { children: [_jsxs("div", Object.assign({ style: {
|
|
284
|
+
backgroundColor: "#F1F7FB",
|
|
285
|
+
borderRadius: "8px",
|
|
286
|
+
padding: "1rem",
|
|
287
|
+
display: "flex",
|
|
288
|
+
justifyContent: "space-between",
|
|
289
|
+
alignItems: "center",
|
|
290
|
+
marginBottom: "14px",
|
|
291
|
+
flexWrap: "wrap",
|
|
292
|
+
} }, { children: [_jsxs("div", Object.assign({ style: { display: "flex", flexDirection: "column" } }, { children: [_jsx("h2", Object.assign({ style: {
|
|
293
|
+
color: "#042567",
|
|
294
|
+
fontSize: "16px",
|
|
295
|
+
fontWeight: "500",
|
|
296
|
+
margin: 0,
|
|
297
|
+
textTransform: "capitalize",
|
|
298
|
+
} }, { children: selected === null || selected === void 0 ? void 0 : selected.category })), _jsx("span", Object.assign({ style: {
|
|
299
|
+
backgroundColor: "#67DC791F",
|
|
300
|
+
color: "#15803D",
|
|
301
|
+
padding: "6px 16px",
|
|
302
|
+
border: "1px solid #4EC7601A",
|
|
303
|
+
borderRadius: "50px",
|
|
304
|
+
fontSize: "0.85rem",
|
|
305
|
+
marginTop: "6px",
|
|
306
|
+
textAlign: "center",
|
|
307
|
+
} }, { children: ((_a = selected === null || selected === void 0 ? void 0 : selected.schedule) !== null && _a !== void 0 ? _a : "") !== ""
|
|
308
|
+
? selected.schedule
|
|
309
|
+
: "N/A" }))] })), _jsxs("div", Object.assign({ style: { textAlign: "right" } }, { children: [_jsxs("p", Object.assign({ style: {
|
|
310
|
+
color: "#042567",
|
|
311
|
+
fontSize: "17px",
|
|
312
|
+
fontWeight: "500",
|
|
313
|
+
margin: 0,
|
|
314
|
+
} }, { children: ["$", selected.total_amount.toFixed(2)] })), _jsxs("span", Object.assign({ style: { fontSize: "14px", color: "#526282" } }, { children: [selected.transactions.length, " transactions"] }))] }))] })), _jsx("div", Object.assign({ style: {
|
|
315
|
+
border: "1px solid #E4EEF4",
|
|
316
|
+
borderRadius: "12px",
|
|
317
|
+
overflow: "hidden",
|
|
318
|
+
} }, { children: _jsxs("table", Object.assign({ style: {
|
|
319
|
+
width: "100%",
|
|
320
|
+
borderCollapse: "collapse",
|
|
321
|
+
background: "#fff",
|
|
322
|
+
borderRadius: "8px",
|
|
323
|
+
overflow: "hidden",
|
|
324
|
+
} }, { children: [_jsx("thead", Object.assign({ style: {
|
|
325
|
+
backgroundColor: "#f1f5f9",
|
|
326
|
+
textAlign: "left",
|
|
327
|
+
} }, { children: _jsxs("tr", { children: [_jsx("th", Object.assign({ style: {
|
|
328
|
+
padding: "12px 16px",
|
|
329
|
+
color: "#042567",
|
|
330
|
+
textAlign: "left",
|
|
331
|
+
fontWeight: "500",
|
|
332
|
+
} }, { children: "Description" })), _jsx("th", Object.assign({ style: {
|
|
333
|
+
padding: "12px 16px",
|
|
334
|
+
color: "#042567",
|
|
335
|
+
textAlign: "left",
|
|
336
|
+
fontWeight: "500",
|
|
337
|
+
} }, { children: "Type" })), _jsx("th", Object.assign({ style: {
|
|
338
|
+
padding: "12px 16px",
|
|
339
|
+
color: "#042567",
|
|
340
|
+
textAlign: "left",
|
|
341
|
+
fontWeight: "500",
|
|
342
|
+
} }, { children: "Amount" })), _jsx("th", Object.assign({ style: {
|
|
343
|
+
padding: "12px 16px",
|
|
344
|
+
color: "#042567",
|
|
345
|
+
textAlign: "left",
|
|
346
|
+
fontWeight: "500",
|
|
347
|
+
} }, { children: "Category" }))] }) })), _jsx("tbody", { children: (_b = selected === null || selected === void 0 ? void 0 : selected.transactions) === null || _b === void 0 ? void 0 : _b.map((t) => {
|
|
348
|
+
var _a, _b, _c;
|
|
349
|
+
const transactionId = (t === null || t === void 0 ? void 0 : t.transaction_id) || (t === null || t === void 0 ? void 0 : t.description);
|
|
350
|
+
// Deduplicate category names by category_details.name
|
|
351
|
+
const uniqueCategories = Array.from(new Map(categoryNames.map((item) => [
|
|
352
|
+
item === null || item === void 0 ? void 0 : item.category,
|
|
353
|
+
item,
|
|
354
|
+
])).values());
|
|
355
|
+
console.log(selected, "selected.categoryselected.categoryselected.category");
|
|
356
|
+
return (_jsx(React.Fragment, { children: _jsxs("tr", Object.assign({ style: {
|
|
357
|
+
borderBottom: "1px solid #e0e0e0",
|
|
358
|
+
} }, { children: [_jsx("td", Object.assign({ style: {
|
|
359
|
+
padding: "12px",
|
|
360
|
+
color: "#444",
|
|
361
|
+
textAlign: "left",
|
|
362
|
+
} }, { children: (_a = t.description) !== null && _a !== void 0 ? _a : t.merchant_name })), _jsx("td", Object.assign({ style: {
|
|
363
|
+
padding: "12px",
|
|
364
|
+
textAlign: "left",
|
|
365
|
+
} }, { children: ((_b = t.schedule) !== null && _b !== void 0 ? _b : "") !== ""
|
|
366
|
+
? t.schedule
|
|
367
|
+
: ((_c = selected === null || selected === void 0 ? void 0 : selected.schedule) !== null && _c !== void 0 ? _c : "") !== ""
|
|
368
|
+
? selected.schedule
|
|
369
|
+
: "N/A" })), _jsx("td", Object.assign({ style: {
|
|
370
|
+
padding: "12px",
|
|
371
|
+
textAlign: "left",
|
|
372
|
+
color: t.amount < 0
|
|
373
|
+
? "#d32f2f"
|
|
374
|
+
: "#2e7d32",
|
|
375
|
+
} }, { children: t.amount < 0
|
|
376
|
+
? `-$${Math.abs(t.amount).toFixed(2)}`
|
|
377
|
+
: `$${t.amount.toFixed(2)}` })), _jsx("td", Object.assign({ style: {
|
|
378
|
+
padding: "12px",
|
|
379
|
+
textAlign: "left",
|
|
380
|
+
} }, { children: _jsxs("select", Object.assign({ value: selected.category || "", onChange: (e) => {
|
|
381
|
+
var _a, _b, _c, _d;
|
|
382
|
+
const selectedCategory = uniqueCategories.find((c) => (c === null || c === void 0 ? void 0 : c.category) === e.target.value);
|
|
383
|
+
if (selectedCategory) {
|
|
384
|
+
console.log(selectedCategory, "selectedCategoryselectedCategory");
|
|
385
|
+
const payload = {
|
|
386
|
+
transaction_id: t === null || t === void 0 ? void 0 : t.transaction_id,
|
|
387
|
+
category: selectedCategory === null || selectedCategory === void 0 ? void 0 : selectedCategory.category,
|
|
388
|
+
category_name: selectedCategory === null || selectedCategory === void 0 ? void 0 : selectedCategory.category,
|
|
389
|
+
schedule: (_a = selectedCategory === null || selectedCategory === void 0 ? void 0 : selectedCategory.category_details) === null || _a === void 0 ? void 0 : _a.schedule,
|
|
390
|
+
line: (_b = selectedCategory === null || selectedCategory === void 0 ? void 0 : selectedCategory.category_details) === null || _b === void 0 ? void 0 : _b.line,
|
|
391
|
+
deductible: (_c = selectedCategory === null || selectedCategory === void 0 ? void 0 : selectedCategory.category_details) === null || _c === void 0 ? void 0 : _c.deductible,
|
|
392
|
+
taxable: (_d = selectedCategory === null || selectedCategory === void 0 ? void 0 : selectedCategory.category_details) === null || _d === void 0 ? void 0 : _d.taxable,
|
|
393
|
+
confidence_score: 1,
|
|
394
|
+
};
|
|
395
|
+
updateTransactionCategory(payload);
|
|
396
|
+
}
|
|
397
|
+
}, style: {
|
|
398
|
+
padding: "8px 16px",
|
|
399
|
+
border: "1px solid #E6E7EA",
|
|
400
|
+
borderRadius: "9999px",
|
|
401
|
+
fontSize: "0.875rem",
|
|
402
|
+
color: "#042567",
|
|
403
|
+
outline: "none",
|
|
404
|
+
} }, { children: [_jsx("option", Object.assign({ value: "" }, { children: "Select Category" })), uniqueCategories.map((data, index) => (_jsx("option", Object.assign({ value: data === null || data === void 0 ? void 0 : data.category }, { children: data === null || data === void 0 ? void 0 : data.category }), index)))] })) }))] })) }, transactionId));
|
|
405
|
+
}) })] })) }))] }))] })) }))] })), !selected && filtered.length > 0 && !showAddForm && !loading && (_jsx("div", Object.assign({ style: { padding: "0 24px 24px" } }, { children: _jsxs("div", Object.assign({ style: {
|
|
406
|
+
backgroundColor: "#F1F7FB",
|
|
407
|
+
padding: "32px 24px",
|
|
408
|
+
borderRadius: 16,
|
|
409
|
+
textAlign: "center",
|
|
410
|
+
} }, { children: [_jsxs("p", Object.assign({ style: {
|
|
411
|
+
fontSize: "14px",
|
|
412
|
+
fontWeight: 500,
|
|
413
|
+
color: "#042567",
|
|
414
|
+
marginBottom: 16,
|
|
415
|
+
marginTop: 0,
|
|
416
|
+
} }, { children: ["Potential Tax Savings from Reviewed Transactions: \u00A0", _jsxs("span", Object.assign({ style: { color: "#042567", fontWeight: "bold" } }, { children: ["$", taxSavings.toFixed(2)] }))] })), _jsx("button", Object.assign({ style: {
|
|
417
|
+
backgroundColor: "#5387F1",
|
|
418
|
+
border: "1px solid #5387F1",
|
|
419
|
+
color: "white",
|
|
420
|
+
fontSize: "0.875rem",
|
|
421
|
+
fontWeight: 500,
|
|
422
|
+
padding: "8px 16px",
|
|
423
|
+
borderRadius: 8,
|
|
424
|
+
marginRight: 8,
|
|
425
|
+
cursor: "pointer",
|
|
426
|
+
} }, { children: "Proceed" })), _jsx("button", Object.assign({ style: {
|
|
427
|
+
border: "1px solid #5387F1",
|
|
428
|
+
backgroundColor: "white",
|
|
429
|
+
color: "#5387F1",
|
|
430
|
+
fontSize: "0.875rem",
|
|
431
|
+
fontWeight: 500,
|
|
432
|
+
padding: "8px 16px",
|
|
433
|
+
borderRadius: 8,
|
|
434
|
+
cursor: "pointer",
|
|
435
|
+
} }, { children: "Review More" }))] })) })))] }))) })))] }));
|
|
436
|
+
};
|
|
437
|
+
export default ClientAuthForm;
|
package/package.json
CHANGED
|
@@ -1,6 +1,6 @@
|
|
|
1
1
|
{
|
|
2
2
|
"name": "@musetax/compass-widget",
|
|
3
|
-
"version": "0.
|
|
3
|
+
"version": "0.2.218",
|
|
4
4
|
"dependencies": {
|
|
5
5
|
"@testing-library/dom": "^10.4.0",
|
|
6
6
|
"@testing-library/jest-dom": "^6.6.3",
|
|
@@ -17,6 +17,7 @@
|
|
|
17
17
|
"react-dom": "^19.1.0",
|
|
18
18
|
"react-icons": "^5.5.0",
|
|
19
19
|
"react-scripts": "5.0.1",
|
|
20
|
+
"react-toastify": "^11.0.5",
|
|
20
21
|
"typescript": "^4.9.5",
|
|
21
22
|
"web-vitals": "^2.1.4"
|
|
22
23
|
},
|