@get-asset/sdk

Tasks

Headless compound for the outstanding-tasks list a business needs to act on. The Root fetches the outstanding tasks and renders one section per API task_type(reconnect, each document request, each question type), ordered and labelled by the SDK. Group those sections by what they do with the kind components — Tasks.Reconnect, Tasks.Upload, Tasks.Classify — each of which renders every section of that kind that has outstanding tasks. Upload (attach files as documents) and Classify (leave a note on the journal entry, which marks the task done) are built in; reconnect runs through the shared PlaidLink in update mode — wire onReconnect to its connect(), as AssetTasks does. The token needs the matching scopes (see below): reconnect uses plaid:create, upload document:create, and a comment journal_entry:read + journal_entry:create. Each section is independently collapsible and caps its rows behind a “show more” toggle.

Anatomy

Import the primitive and compose the parts you need.

<Tasks.Root>
  <Tasks.Status />

  <Tasks.Success>
    {/* Reconnect — button calls onReconnect (wire to PlaidLink) */}
    <Tasks.Reconnect>
      <Tasks.GroupTrigger>
        <Tasks.GroupLabel />
        <Tasks.GroupCount />
      </Tasks.GroupTrigger>
      <Tasks.GroupContent>
        <Tasks.GroupDescription />
        <Tasks.GroupTasks>
          <Tasks.Task>
            <Tasks.TaskDescription />
            <Tasks.ReconnectTrigger />
          </Tasks.Task>
        </Tasks.GroupTasks>
      </Tasks.GroupContent>
    </Tasks.Reconnect>

    {/* Upload — button opens a file picker and uploads */}
    <Tasks.Upload>
      <Tasks.GroupTrigger>
        <Tasks.GroupLabel />
        <Tasks.GroupCount />
      </Tasks.GroupTrigger>
      <Tasks.GroupContent>
        <Tasks.GroupTasks>
          <Tasks.Task>
            <Tasks.TaskDescription />
            <Tasks.UploadTrigger />
          </Tasks.Task>
        </Tasks.GroupTasks>
      </Tasks.GroupContent>
    </Tasks.Upload>

    {/* Classify — comment button opens an inline note form */}
    <Tasks.Classify>
      <Tasks.GroupTrigger>
        <Tasks.GroupLabel />
        <Tasks.GroupCount />
      </Tasks.GroupTrigger>
      <Tasks.GroupContent>
        <Tasks.GroupTasks>
          <Tasks.Task>
            <Tasks.TaskDescription />
            <Tasks.CommentTrigger />
          </Tasks.Task>
          <Tasks.CommentForm>
            <Tasks.CommentInput />
            <Tasks.CommentCancel /> <Tasks.CommentSubmit />
          </Tasks.CommentForm>
        </Tasks.GroupTasks>
        <Tasks.GroupShowMore />
      </Tasks.GroupContent>
    </Tasks.Classify>
  </Tasks.Success>

  <Tasks.Empty>You&apos;re all caught up!</Tasks.Empty>
</Tasks.Root>

Required scopes

The access token used by AssetProvider must include these scopes for this primitive to fetch data successfully:

request:read
transaction:read
plaid:create
document:create
journal_entry:read
journal_entry:create

API reference

Root props

Prop	Type	Default	Description
`tasks`	`TasksTask[]`	—	Override the fetched tasks with a fixed list — mainly for testing/storybook. Pending entries become rows.
`accounts`	`ExternalAccountPublic[]`	—	Override the external accounts resolved for statement / reconnect / categorization rows. Otherwise fetched live only when a row needs one.
`transactions`	`TransactionPublic[]`	—	Override the transactions resolved for categorization rows (amount / date / account). Otherwise fetched live by id when a row needs them.
`onReconnect`	`(task: TasksTask) => void`	—	Called when a reconnect row's button is clicked — wire it to your Plaid (update-mode) flow. AssetTasks wires it to the shared PlaidLink.
`onUpload`	`(task: TasksTask, files: File[]) => Promise<void>`	—	Optional. Override the built-in upload — defaults to attaching the files to the task as documents.
`onAddNote`	`(task: TasksTask, message: string) => Promise<void>`	—	Optional. Override the built-in comment — defaults to leaving the note on the task's journal entry.
`state`	`"loading" \| "error" \| "empty"`	—	Force a specific state for testing.
`children`required	`ReactNode`	—	Compound parts.

Parts

Container

Always rendered. Fetches data and provides context.

Part	Description
`Tasks.Root`	Fetches the pending tasks and provides context.
`Tasks.Status` `asChild?, format?`	Renders the header status — defaults to "N tasks" or "Up to date". Pass format({ pending, isComplete }) to override.
`Tasks.PendingCount` `asChild?, format?`	Number of outstanding (pending) tasks across all sections.

Success

Renders when there are pending tasks.

Part	Description
`Tasks.Success`	State wrapper. Compose the sections inside.
`Tasks.Reconnect`	Renders each reconnect-kind section (one per task_type) that has outstanding tasks; nothing when there are none.
`Tasks.Upload`	Renders each upload-kind section (statements, receipts, payroll, documents) that has outstanding tasks.
`Tasks.Classify`	Renders each classify-kind section (categorize, review, …) that has outstanding tasks.
`Tasks.Groups`	Generic alternative: iterates every non-empty section (one per task_type) in order.
`Tasks.Group` `asChild?`	Generic per-group wrapper used with Tasks.Groups.
`Tasks.GroupTrigger` `asChild?`	Toggles the section open/closed. Sets data-state + aria-expanded.
`Tasks.GroupLabel` `asChild?`	The group's label, e.g. "Reconnect accounts".
`Tasks.GroupCount` `asChild?, format?`	Number of remaining tasks in the section (default e.g. "3"). Pass format({ pending }) to override.
`Tasks.GroupDescription` `asChild?`	One-line explanation for the group.
`Tasks.GroupContent`	Renders its children only while the group is open.
`Tasks.GroupTasks`	Iterates the group's visible tasks, providing per-task context.
`Tasks.Task` `asChild?`	Per-task wrapper. Sets data-task-type and data-status.
`Tasks.TaskDescription` `asChild?`	The task's description text.
`Tasks.TaskMonth` `asChild?, format?`	The task's YYYY-MM month. Pass format(month) to override.
`Tasks.TaskType` `asChild?`	The raw API task_type.
`Tasks.TaskAccount` `asChild?, format?`	The resolved external account (name + mask) for statement-request rows. Empty for other tasks.
`Tasks.TaskInstitution` `asChild?, format?`	The resolved institution name (from the linked item) for reconnect-account rows. Empty for other tasks.
`Tasks.ReconnectTrigger` `asChild?`	Calls Root's onReconnect with the task (wired to PlaidLink update mode by AssetTasks). Reconnect rows.
`Tasks.UploadTrigger` `asChild?, accept?, multiple?`	Opens a file picker and uploads the chosen files for the task. Owns a hidden file input. Upload rows.
`Tasks.UploadErrorMessage` `asChild?, format?`	Renders the upload error copy for the row whose last upload failed (empty otherwise).
`Tasks.GroupShowMore` `asChild?, format?`	Toggles the per-section row limit. Hidden when nothing is collapsed.

Classify comment form

Per-task inline form for classifying a transaction — leaves a note on the journal entry, which marks the task done.

Part	Description
`Tasks.CommentTrigger` `asChild?`	Toggles the current task's comment form open/closed.
`Tasks.CommentForm`	Renders its children only while the current task's form is open.
`Tasks.CommentInput` `asChild?`	Controlled textarea bound to the draft comment.
`Tasks.CommentSubmit` `asChild?`	Submits the comment. Disabled while empty or saving; sets data-pending.
`Tasks.CommentCancel` `asChild?`	Closes the form without saving.
`Tasks.CommentErrorMessage` `asChild?`	Renders the save-error copy (empty when there's no error).

Loading

Renders while the fetch is in flight.

Part	Description
`Tasks.Loading`	State wrapper. Render skeletons inside.

Empty

Renders when there are no pending tasks ("up to date").

Part	Description
`Tasks.Empty`	State wrapper. Render the caught-up message inside.

Error

Renders on fetch error.

Part	Description
`Tasks.Error`	State wrapper. Compose the error UI inside.
`Tasks.ErrorMessage` `asChild?`	Renders the error message string.
`Tasks.Retry` `asChild?`	Button that refetches the task list.

Hooks

Part	Description
`useTasks()`	Hook returning the full context.
`useTasksGroup()`	Per-group context (inside Tasks.Groups).
`useTask()`	Per-task context (inside Tasks.GroupTasks).