feat: Accounts page — create, edit, delete accounts with PluresDB

plugins/financial-advisor/src/index.ts

@@ -5,11 +5,12 @@
  * inference rules, budgets, goals, reports, and contextual advice.
  */
 
-import type { RadixPlugin } from '@plures/pares-radix';
+import type { RadixPlugin, PluginContext } from '@plures/pares-radix';
 import { recurringAmountPattern } from './rules/recurring-amount.js';
 import { vendorClustering } from './rules/vendor-clustering.js';
 import { refundDetection } from './rules/refund-detection.js';
 import { taxVarianceDetection } from './rules/tax-variance.js';
+import { setPluginContext, clearPluginContext } from './lib/context.js';
 
 const financialAdvisor: RadixPlugin = {
   id: 'financial-advisor',
@@ -219,13 +220,15 @@ const financialAdvisor: RadixPlugin = {
 
   constraints: [],
 
-  async onActivate() {
+  async onActivate(ctx: PluginContext) {
     console.log('[financial-advisor] Plugin activated');
-    // TODO: Initialize PluresDB collections, load inference rules
+    setPluginContext(ctx);
+    // TODO: load inference rules into inference engine
   },
 
   async onDeactivate() {
     console.log('[financial-advisor] Plugin deactivated');
+    clearPluginContext();
   },
 
   async onDataExport() {

plugins/financial-advisor/src/lib/accounts.ts

@@ -0,0 +1,35 @@
+/**
+ * Account types and helpers for the fa-accounts PluresDB collection.
+ */
+
+export type AccountType = 'checking' | 'savings' | 'credit' | 'investment';
+
+export interface Account {
+  id: string;
+  name: string;
+  institution: string;
+  type: AccountType;
+  balance: number;
+  createdAt: string;
+  updatedAt: string;
+}
+
+export const FA_ACCOUNTS_COLLECTION = 'fa-accounts';
+
+export function generateAccountId(): string {
+  return `acct-${crypto.randomUUID()}`;
+}
+
+export const ACCOUNT_TYPE_LABELS: Record<AccountType, string> = {
+  checking: 'Checking',
+  savings: 'Savings',
+  credit: 'Credit Card',
+  investment: 'Investment',
+};
+
+export const ACCOUNT_TYPE_ICONS: Record<AccountType, string> = {
+  checking: '🏦',
+  savings: '💰',
+  credit: '💳',
+  investment: '📈',
+};

plugins/financial-advisor/src/lib/context.ts

@@ -0,0 +1,24 @@
+/**
+ * Plugin context singleton for financial-advisor.
+ *
+ * `setPluginContext` is called from `onActivate` so that Svelte page
+ * components can retrieve the PluresDB data API, notify API, etc.
+ * without needing Svelte's own `setContext` / `getContext` mechanism
+ * (which is scoped to component trees and unavailable in lifecycle hooks).
+ */
+
+import type { PluginContext } from '@plures/pares-radix';
+
+let _context: PluginContext | null = null;
+
+export function setPluginContext(ctx: PluginContext): void {
+  _context = ctx;
+}
+
+export function clearPluginContext(): void {
+  _context = null;
+}
+
+export function getPluginContext(): PluginContext | null {
+  return _context;
+}