Embedded UI Components

🚧 Pre-release Version Notice

Embedded UI Components and this guide is currently in draft form and under active development. Components are not ready for production use and may change significantly until version 1.x.x is released. Please consider this document as a work in progress.

ADA Compliance Disclaimer

While we strive to incorporate ADA (Americans with Disabilities Act) best practices, please note that developers are responsible for conducting their own comprehensive ADA testing to ensure full compliance with all applicable standards and regulations.

Overview

Embedded UI Components offer a seamless way to integrate sophisticated UI components into your existing applications, providing a plug-and-play solution for Embedded Finance features. These components implement complex API capabilities for client onboarding and account linking, simplifying the integration process for developers.

Important Usage Notes

All Embedded UI Components must be wrapped within the EBComponentsProvider. The EBComponentsProvider is specifically designed for these components and is not applicable to any other client components in your application.

Setup and Configuration

EBComponentsProvider

The EBComponentsProvider is a crucial wrapper component that must be placed at the top level of your Embedded UI Components implementation. It handles authentication, applies theming, and provides necessary context to all child Embedded UI Components. It is using @tanstack/react-query for handling API calls and authentication as well as Orval generated types for the API requests and responses.

Key Props:

• apiBaseUrl: The base URL for API calls (required)
• theme: Customization options for the components' appearance (optional)
• headers: Custom headers for API requests (optional)

Usage:

import { EBComponentsProvider } from '@jpmorgan-payments/embedded-finance-components';

const EmbeddedFinanceSection = () => {
  return (
    <EBComponentsProvider
      apiBaseUrl="https://your-api-base-url.com"
      theme={{
        colorScheme: 'light',
        variables: {
          primaryColor: '#007bff',
          fontFamily: 'Arial, sans-serif',
        },
      }}
      headers={{
        'Custom-Header': 'value',
      }}
    >
      {/* Your Embedded UI Components go here */}
    </EBComponentsProvider>
  );
};

Main Components

1. OnboardingWizardBasic

The OnboardingWizardBasic component implements the client onboarding process as described in the Embedded Payments API documentation.

Main Features:

• Create a client profile
• Incrementally update client's related parties
• Complete due diligence questions
• Handle client attestations
• Manage requests for additional documentation
• Check and display onboarding status

Usage:

@jpmorgan-payments/embedded-finance-components

import {
  EBComponentsProvider,
  OnboardingWizardBasic,
} from '@jpmorgan-payments/embedded-finance-components';

const OnboardingSection = () => {
  const [clientId, setClientId] = useManageClientExternalState();

  const handlePostClientResponse = ({ response, error }) => {
    // Handle client creation response or error
    setClientId(response.id);
  };

  const handlePostClientVerificationsResponse = ({ clientId, error }) => {
    // Handle post client verifications response or error
  };

  return (
    <EBComponentsProvider apiBaseUrl="https://your-api-base-url.com">
      <OnboardingWizardBasic
        title="Client Onboarding"
        clientId={clientId}
        onPostClientResponse={handlePostClientResponse}
        onPostClientVerificationResponse={handlePostClientVerificationsResponse}
        availableProducts={['EMBEDDED_PAYMENTS', 'MERCHANT_SERVICES']}
        availableJurisdictions={['US', 'CA']}
      />
    </EBComponentsProvider>
  );
};

OnboardingWizard could also accept products and jurisdictions as optional props to customize the onboarding process.

availableProducts determines which products are selectable in the initial step of the onboarding process. If only one product is provided, the component will default to that product and the field will become read-only.

Similarly, availableJurisdictions is an array of country codes that are selectable. If only one is provided, it will default to that country.

2. LinkedAccountWidget

The LinkedAccountWidget component facilitates the process of adding a client's linked account, as described in the Add Linked Account API documentation.

Main Features:

• Add and manage external linked bank accounts for clients
• Handle complex micro-deposits initiation logic

Usage:

import {
  EBComponentsProvider,
  LinkedAccountWidget,
} from '@jpmorgan-payments/embedded-finance-components';

const LinkedAccountSection = () => {
  return (
    <EBComponentsProvider apiBaseUrl="https://your-api-base-url.com">
      <LinkedAccountWidget variant="default" />
    </EBComponentsProvider>
  );
};

Please refer to the LinkedAccountProps interface in the codebase for more details.

Theming

The EBComponentsProvider accepts a theme prop that allows for extensive customization of the components' appearance. The theme object can include the following properties:

• colorScheme: 'dark' | 'light' | 'system'
• variables: An object containing various theme variables
• light: Light theme-specific variables
• dark: Dark theme-specific variables

Theme Design Tokens

Here's an updated table of available theme design tokens that can be used in the variables, light, and dark properties:

| Token Name | Description | Type | Default | | -------------------------- | -------------------------------------- | ------ | ------------------------- | | fontFamily | Main font family for text | String | | | backgroundColor | Background color of the main container | String | "hsl(0 0% 100%)" | | foregroundColor | Main text color | String | "hsl(240 10% 3.9%)" | | primaryColor | Primary brand color | String | "#155C93" | | primaryColorHover | Hover state of primary color | String | "#2D81BD" | | primaryForegroundColor | Text color on primary background | String | "hsl(0 0% 98%)" | | secondaryColor | Secondary brand color | String | "hsl(240 4.8% 95.9%)" | | secondaryForegroundColor | Text color on secondary background | String | "hsl(240 5.9% 10%)" | | destructiveColor | Color for destructive actions | String | "hsl(0 84.2% 60.2%)" | | destructiveForegroundColor | Text color on destructive background | String | "hsl(0 0% 98%)" | | mutedColor | Color for muted elements | String | "hsl(240 4.8% 95.9%)" | | mutedForegroundColor | Text color on muted background | String | "hsl(240 3.8% 46.1%)" | | accentColor | Accent color for highlights | String | "hsl(240 4.8% 95.9%)" | | accentForegroundColor | Text color on accent background | String | "hsl(240 5.9% 10%)" | | cardColor | Background color for card elements | String | "hsl(0 0% 100%)" | | cardForegroundColor | Text color for card elements | String | "hsl(240 10% 3.9%)" | | popoverColor | Background color for popovers | String | "hsl(0 0% 100%)" | | popoverForegroundColor | Text color for popovers | String | "hsl(240 10% 3.9%)" | | borderRadius | Default border radius for elements | String | "0.375rem" | | buttonBorderRadius | Border radius specifically for buttons | String | inherits "borderRadius" | | spacingUnit | Unit for the numeric spacing scale | String | "0.25rem" | | borderColor | Color for borders | String | "hsl(240 5.9% 90%)" | | inputColor | Background color for input fields | String | "hsl(240 5.9% 90%)" | | ringColor | Color for focus rings | String | "hsl(240 10% 3.9%)" | | zIndexOverlay | z-index for overlay elements | Number | 100 |

Installation

npm install @jpmorgan-payments/embedded-finance-components

or

yarn add @jpmorgan-payments/embedded-finance-components

Contributing

Recommended VSCode plugins:

• Prettier
• Tailwind CSS Intellisense

Recommended VS Code Settings

files.associations

Use the files.associations setting to tell VS Code to always open .css files in Tailwind CSS mode:

"files.associations": {
"\*.css": "tailwindcss"
}

editor.quickSuggestions

By default VS Code will not trigger completions when editing "string" content, for example within JSX attribute values. Updating the editor.quickSuggestions setting may improve your experience:

  "strings": "on"
}

Guidelines

1. Create a new component in ./src/core
2. Export it in ./src/index.tsx
3. Also add it to ./src/vanilla/componentRegistry.ts

Onboarding fieldMap.ts configuration

This configuration file is a mapping utility that connects form fields to API fields. It is designed to handle server errors and create request bodies for API interactions. The configuration is structured as a partyFieldMap object, which defines the mapping rules for various fields related to both organizations and individuals.

Key Components

• Field Mapping: Each form field is mapped to a corresponding API field using a path. This path indicates where the data should be placed in the API request or where it can be found in the API response.

• Base Rules: Each field has a baseRule that defines its default properties, such as visibility and required status. These rules determine whether a field is visible in the form and whether it is mandatory.

• Conditional Rules: Some fields have conditionalRules that modify the base rules based on specific conditions, such as the product type or jurisdiction. These rules allow for dynamic adjustments to field properties.

• Transformation Functions: Fields that require data transformation between the form and the API use fromResponseFn and toRequestFn functions. These functions handle the conversion of data formats, such as phone numbers.

npm scripts

Build and dev scripts

• dev – start development server
• build – build production version of the app
• preview – locally preview production build

Testing scripts

• typecheck – checks TypeScript types
• lint – runs ESLint
• prettier:check – checks files with Prettier
• vitest – runs vitest tests
• vitest:watch – starts vitest watch
• test – runs vitest, prettier:check, lint and typecheck scripts

Other scripts

• storybook – starts storybook dev server
• storybook:build – build production storybook bundle to storybook-static
• prettier:write – formats all files with Prettier