const $ = (id) => document.getElementById(id);
async function api(path, options = {}) {
const response = await fetch(path, {
headers: { "Content-Type": "application/json" },
...options,
});
const payload = await response.json();
if (!response.ok) {
throw new Error(payload.error || response.statusText);
}
return payload;
}
function moneyCell(value) {
return `${value}`;
}
function escapeHtml(value) {
return String(value ?? "")
.replaceAll("&", "&")
.replaceAll("<", "<")
.replaceAll(">", ">")
.replaceAll('"', """)
.replaceAll("'", "'");
}
function cardEditor(card, accountId) {
const [year, month] = String(card.expiration_date || "").split("-");
const suffix = String(card.card_number);
return `
`;
}
let activeAccountId = null;
async function loadSummary() {
const summary = await api("/api/summary");
$("claimLimit").textContent = summary.claim_limit;
$("summary").innerHTML = Object.entries(summary.counts)
.map(([key, value]) => `${value}${key.replaceAll("_", " ")}
`)
.join("");
}
async function searchCustomers() {
const query = encodeURIComponent($("customerQuery").value);
const customers = await api(`/api/customers?query=${query}&limit=25`);
$("customers").innerHTML = customers
.map((customer) => `
${customer.first_name} ${customer.last_name}
Customer ${customer.customer_id} · ${customer.city || customer.address_line_3}, ${customer.state} ${customer.zip_code}
`)
.join("") || `No matches.
`;
}
async function loadCustomerAccounts(customerId) {
const accounts = await api(`/api/accounts?customer_id=${customerId}`);
$("accountDetail").innerHTML = `
Customer ${customerId} account results are sourced from the original CardDemo fixed-width seed files.
${accounts.map((account) => `
Account ${account.account_id}
Status ${account.active_status} · balance ${account.current_balance} · limit ${account.credit_limit}
`).join("")}
${account.current_balance}Current balance
${account.credit_limit}Credit limit
${account.cash_credit_limit}Cash limit
Update Account
Cards
${bundle.cards.map((card) => `
${card.card_number}
${cardEditor(card, account.account_id)}
${card.embossed_name} · status ${card.active_status} · exp ${card.expiration_date}
`).join("")}
Add Transaction
Recent Transactions
| ID | Type | Description | Merchant | Amount |
|---|
${bundle.transactions.map((tran) => `
| ${tran.transaction_id} |
${tran.type_code}/${tran.category_code} |
${tran.description} |
${tran.merchant_name} |
${tran.amount} |
`).join("")}
`;
$("batchReports").innerHTML = `Account ${accountId} selected for statement, transaction report, interest projection, and combined batch preview.
`;
}
async function updateAccountDetails(accountId) {
try {
const updated = await api(`/api/accounts/${accountId}`, {
method: "PATCH",
body: JSON.stringify({
active_status: $("accountStatus").value,
credit_limit_cents: Math.round(Number($("accountCreditLimit").value) * 100),
cash_credit_limit_cents: Math.round(Number($("accountCashLimit").value) * 100),
group_id: $("accountGroup").value,
}),
});
await loadAccount(accountId);
$("accountUpdateStatus").innerHTML = `${escapeHtml(updated.message)}
`;
await loadSummary();
} catch (error) {
$("accountUpdateStatus").innerHTML = `${escapeHtml(error.message)}
`;
}
}
async function updateCardDetails(cardNumber, accountId) {
const suffix = String(cardNumber);
try {
const updated = await api(`/api/cards/${encodeURIComponent(cardNumber)}`, {
method: "PATCH",
body: JSON.stringify({
account_id: accountId,
embossed_name: $(`cardName${suffix}`).value,
active_status: $(`cardStatus${suffix}`).value,
expiration_month: $(`cardMonth${suffix}`).value,
expiration_year: $(`cardYear${suffix}`).value,
}),
});
await loadAccount(accountId);
$(`cardStatusMsg${suffix}`).innerHTML = `${escapeHtml(updated.message)}
`;
await loadSummary();
} catch (error) {
$(`cardStatusMsg${suffix}`).innerHTML = `${escapeHtml(error.message)}
`;
}
}
async function addCt02Transaction(accountId) {
try {
const transaction = await api("/api/transactions", {
method: "POST",
body: JSON.stringify({
account_id: accountId,
type_code: $("ct02Type").value,
category_code: $("ct02Category").value,
source: $("ct02Source").value,
description: $("ct02Description").value,
amount: $("ct02Amount").value,
original_timestamp: $("ct02OrigDate").value,
processed_timestamp: $("ct02ProcDate").value,
merchant_id: $("ct02MerchantId").value,
merchant_name: $("ct02MerchantName").value,
merchant_city: $("ct02MerchantCity").value,
merchant_zip: $("ct02MerchantZip").value,
confirm: "Y",
}),
});
await loadAccount(accountId);
$("ct02Status").innerHTML = `${escapeHtml(transaction.message)}
`;
} catch (error) {
$("ct02Status").innerHTML = `${escapeHtml(error.message)}
`;
}
}
async function makePayment(accountId) {
const raw = $("payAmount").value.trim();
const cents = Math.round(Number(raw) * 100);
await api("/api/bill-payments", {
method: "POST",
body: JSON.stringify({ account_id: accountId, amount_cents: cents }),
});
await loadAccount(accountId);
await loadSummary();
}
function needAccount() {
if (!activeAccountId) {
$("batchReports").innerHTML = `Select an account first.
`;
return false;
}
return true;
}
async function loadStatement() {
if (!needAccount()) return;
const statement = await api(`/api/statements/${activeAccountId}`);
$("batchReports").innerHTML = `
${statement.transaction_count}Transactions
${statement.total_expense}Total EXP
${statement.legacy_job}Legacy job
${statement.plain_text_lines.join("\n")}
`;
}
async function loadTransactionReport() {
if (!needAccount()) return;
const report = await api(`/api/reports/transactions?account_id=${activeAccountId}&limit=1000`);
$("batchReports").innerHTML = `
${report.totals.transaction_count}Rows
${report.totals.total_amount}Total
${report.legacy_job}Legacy job
| ID | Date | Type | Description | Amount |
|---|
${report.rows.slice(0, 25).map((tran) => `
| ${tran.transaction_id} |
${tran.processed_timestamp.slice(0, 10)} |
${tran.type_code}/${tran.category_code} |
${tran.description} |
${tran.amount} |
`).join("")}
`;
}
async function loadInterest() {
const projection = await api("/api/interest-projection?limit=1000");
$("batchReports").innerHTML = `
${projection.totals.account_count}Accounts
${projection.totals.total_interest}Total Interest
${projection.legacy_job}Legacy job
| Account | Categories | Generated Amount |
|---|
${projection.account_totals.slice(0, 25).map((row) => `
| ${row.account_id} |
${row.category_count} |
${row.total_interest} |
`).join("")}
`;
}
async function loadCombined() {
const combined = await api("/api/batch/combined-transactions?limit=40");
$("batchReports").innerHTML = `
${combined.source_counts.transaction_master}Seed tx
${combined.source_counts.interest_projection}Interest tx
${combined.legacy_job}Legacy job
| ID | Source | Card | Date | Amount |
|---|
${combined.rows.map((row) => `
| ${row.transaction_id} |
${row.combine_source} |
${row.card_number} |
${row.processed_timestamp.slice(0, 10)} |
${row.amount} |
`).join("")}
`;
}
function renderMenu(menu) {
return `
${escapeHtml(menu.legacy_transaction)}Transaction
${escapeHtml(menu.legacy_program)}Program
${menu.option_count}Options
| # | Option | Program | Tx |
|---|
${menu.options.map((row) => `
| ${row.option} |
${escapeHtml(row.name)} |
${escapeHtml(row.program)} |
${escapeHtml(row.transaction)} |
`).join("")}
`;
}
async function signOn() {
const result = await api("/api/signon", {
method: "POST",
body: JSON.stringify({
user_id: $("signonUser").value,
password: $("signonPassword").value,
}),
});
if (!result.authenticated) {
$("securityDetail").innerHTML = `${escapeHtml(result.message)}
`;
return;
}
$("securityDetail").innerHTML = `
${escapeHtml(result.user.user_id)} routed to ${escapeHtml(result.route_transaction)} / ${escapeHtml(result.route_program)}
${renderMenu(result.menu)}
`;
}
function userPayload() {
return {
user_id: $("userId").value,
first_name: $("userFirstName").value,
last_name: $("userLastName").value,
password: $("userPassword").value,
user_type: $("userType").value,
};
}
function fillUser(user) {
$("userId").value = user.user_id;
$("userFirstName").value = user.first_name;
$("userLastName").value = user.last_name;
$("userPassword").value = user.password;
$("userType").value = user.user_type;
}
async function loadUser(userId) {
const user = await api(`/api/users/${encodeURIComponent(userId)}`);
fillUser(user);
}
async function loadUsers() {
const users = await api("/api/users");
$("securityDetail").innerHTML = `
| User | Name | Type | |
|---|
${users.map((user) => `
| ${escapeHtml(user.user_id)} |
${escapeHtml(user.first_name)} ${escapeHtml(user.last_name)} |
${escapeHtml(user.user_type)} |
|
`).join("")}
`;
}
async function addUser() {
const result = await api("/api/users", {
method: "POST",
body: JSON.stringify(userPayload()),
});
$("securityDetail").innerHTML = `${escapeHtml(result.message)}
`;
await loadUsers();
await loadSummary();
}
async function updateUser() {
const payload = userPayload();
const result = await api(`/api/users/${encodeURIComponent(payload.user_id)}`, {
method: "PATCH",
body: JSON.stringify(payload),
});
$("securityDetail").innerHTML = `${escapeHtml(result.message)}
`;
await loadUsers();
}
async function deleteUser() {
const userId = $("userId").value.trim();
const result = await api(`/api/users/${encodeURIComponent(userId)}`, { method: "DELETE" });
$("securityDetail").innerHTML = `${escapeHtml(result.message)}
`;
await loadUsers();
await loadSummary();
}
function transactionTypePayload() {
return {
type_code: $("typeCode").value,
description: $("typeDescription").value,
};
}
function fillTransactionType(type) {
$("typeCode").value = type.type_code;
$("typeDescription").value = type.description;
}
function renderTransactionTypes(catalog, status = "") {
$("transactionTypeDetail").innerHTML = `
${status ? `${escapeHtml(status)}
` : ""}
| Type | Description | |
|---|
${catalog.types.map((type) => `
| ${escapeHtml(type.type_code)} |
${escapeHtml(type.description)} |
|
`).join("")}
`;
}
async function loadTransactionTypes(status = "") {
const catalog = await api("/api/transaction-types");
renderTransactionTypes(catalog, status);
}
async function saveTransactionType() {
const result = await api("/api/transaction-types", {
method: "POST",
body: JSON.stringify(transactionTypePayload()),
});
await loadTransactionTypes(`${result.message} (${result.action} ${result.type_code})`);
await loadSummary();
}
async function deleteTransactionType() {
const typeCode = $("typeCode").value.trim();
const result = await api(`/api/transaction-types/${encodeURIComponent(typeCode)}`, { method: "DELETE" });
await loadTransactionTypes(result.message);
await loadSummary();
}
function showSecurityError(error) {
$("securityDetail").innerHTML = `${escapeHtml(error.message)}
`;
}
function showTransactionTypeError(error) {
$("transactionTypeDetail").innerHTML = `${escapeHtml(error.message)}
`;
}
$("refreshBtn").addEventListener("click", () => {
loadSummary();
searchCustomers();
});
$("searchBtn").addEventListener("click", searchCustomers);
$("statementBtn").addEventListener("click", loadStatement);
$("transactionReportBtn").addEventListener("click", loadTransactionReport);
$("interestBtn").addEventListener("click", loadInterest);
$("combinedBtn").addEventListener("click", loadCombined);
$("signonBtn").addEventListener("click", () => signOn().catch(showSecurityError));
$("usersBtn").addEventListener("click", () => loadUsers().catch(showSecurityError));
$("addUserBtn").addEventListener("click", () => addUser().catch(showSecurityError));
$("updateUserBtn").addEventListener("click", () => updateUser().catch(showSecurityError));
$("deleteUserBtn").addEventListener("click", () => deleteUser().catch(showSecurityError));
$("typesBtn").addEventListener("click", () => loadTransactionTypes().catch(showTransactionTypeError));
$("saveTypeBtn").addEventListener("click", () => saveTransactionType().catch(showTransactionTypeError));
$("deleteTypeBtn").addEventListener("click", () => deleteTransactionType().catch(showTransactionTypeError));
loadSummary();
searchCustomers();