Methods and feature in saksh-wallet class

Susheel kumar - Sep 8 - - Dev Community

saksh-wallet Package Features

User Management

  • Set Admin: Designate a user as an admin.
  • Set Limit: Configure wallet limits.
  • Get Balance: Retrieve the balance of a user in a specific currency.
  • Get Balance Summary: Obtain a summary of a user's balance.

Transaction Management

  • Credit: Add funds to a user's wallet.
  • Debit: Deduct funds from a user's wallet.
  • Transfer Funds: Transfer funds between users.
  • Get Transaction Report: Generate a report of a user's transactions.
  • Reverse Transaction: Reverse a specific transaction.
  • Reverse Multiple Transactions: Reverse multiple transactions at once.

Budget Management

  • Set Budget: Define a budget for a user.
  • Adjust Budget: Modify an existing budget.
  • Check Budget: Verify if a budget allows for a specific amount.
  • Get Budget Status: Retrieve the status of a user's budget.

Recurring Payments

  • Create Recurring Payment: Set up a recurring payment.
  • Update Recurring Payment: Modify an existing recurring payment.
  • Delete Recurring Payment: Remove a recurring payment.
  • Process Due Payments: Process all due recurring payments.

Standard Reporting

  • Get Monthly Transaction Report: Generate a monthly transaction report.
  • Get Daily Transaction Report: Generate a daily transaction report.
  • Get Yearly Transaction Report: Generate a yearly transaction report.
  • Get Transactions by Category: Retrieve transactions by category.
  • Get Spending Summary: Obtain a summary of spending over a period.
  • Get Transaction Count: Count the number of transactions.
  • Get Average Transaction Amount: Calculate the average transaction amount.
  • Get Largest Transaction: Identify the largest transaction.
  • Get Smallest Transaction: Identify the smallest transaction.
  • Get Transactions by Payment Method: Retrieve transactions by payment method.
  • Get Balance by Currency: Obtain the balance by currency.
  • Get All Users Balance by Currency: Retrieve the balance of all users by currency.
  • Get All Users Balance by Category: Retrieve the balance of all users by category.
  • Get All Users Balance at Date: Retrieve the balance of all users at a specific date.

AI-Enhanced Reporting

  • Set Gemini AI Key: Configure the Gemini AI key and initialize OpenAI.
  • Generate Report Summary: Create a summary of transactions using AI.
  • Handle User Query: Generate and execute a MongoDB query based on a user's query using AI.
  • Generate Comprehensive Report: Produce a detailed report based on a prompt and user ID using AI.

These features make saksh-wallet a comprehensive solution for managing wallets, transactions, budgets, recurring payments, and generating detailed reports, including AI-enhanced capabilities.

Feel free to customize this list further based on your specific implementation and use cases! If you need any more details or assistance, let me know!

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