Methods and feature in saksh-wallet class

Sure! Here’s an improved and formatted version of the features for the saksh-wallet package that you can include in your README.md file:

saksh-wallet Package Features

User Management

Set Admin: Designate a user as an admin.

Se…


This content originally appeared on DEV Community and was authored by Susheel kumar

Sure! Here’s an improved and formatted version of the features for the saksh-wallet package that you can include in your README.md file:

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!


This content originally appeared on DEV Community and was authored by Susheel kumar


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