@mx-cartographer/experiences 4.0.13 → 4.0.14-alpha.JB1

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (513) hide show
  1. package/CHANGELOG.md +4 -0
  2. package/dist/debts/components/SnowballCard.d.ts +3 -1
  3. package/dist/debts/components/SnowballDrawer.d.ts +9 -0
  4. package/dist/index.es.js +3905 -3522
  5. package/dist/index.es.js.map +1 -1
  6. package/package.json +23 -3
  7. package/src/accounts/AccountsMiniWidget.tsx +62 -0
  8. package/src/accounts/AccountsWidget.tsx +93 -0
  9. package/src/accounts/ConnectMiniWidget.tsx +36 -0
  10. package/src/accounts/__tests__/Accounts.test.tsx +561 -0
  11. package/src/accounts/api/AccountApi.ts +74 -0
  12. package/src/accounts/api/__mocks__/AccountApi.ts +46 -0
  13. package/src/accounts/components/AccountListItem.tsx +102 -0
  14. package/src/accounts/components/AccountsList.tsx +133 -0
  15. package/src/accounts/components/ConnectImage.tsx +314 -0
  16. package/src/accounts/components/ConnectMiniWidgetCard.tsx +41 -0
  17. package/src/accounts/components/ConnectStatus.tsx +44 -0
  18. package/src/accounts/components/ConnectionStatusIcons.tsx +26 -0
  19. package/src/accounts/components/ConnectionsDrawer.tsx +84 -0
  20. package/src/accounts/components/detailsdrawer/Accounts/AccountActions.tsx +177 -0
  21. package/src/accounts/components/detailsdrawer/Accounts/AccountActionsRow.tsx +33 -0
  22. package/src/accounts/components/detailsdrawer/Accounts/AccountConnection.tsx +139 -0
  23. package/src/accounts/components/detailsdrawer/Accounts/AccountDetailEdit.tsx +162 -0
  24. package/src/accounts/components/detailsdrawer/Accounts/AccountDetails.tsx +98 -0
  25. package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsChart.tsx +63 -0
  26. package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsContent.tsx +52 -0
  27. package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsHeader.tsx +71 -0
  28. package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsTab.tsx +25 -0
  29. package/src/accounts/components/detailsdrawer/Accounts/ConnectionErrorMessage.tsx +99 -0
  30. package/src/accounts/components/detailsdrawer/Transactions/TransactionsTab.tsx +51 -0
  31. package/src/accounts/constants/Accounts.ts +11 -0
  32. package/src/accounts/hooks/useGetMergeableAccounts.tsx +13 -0
  33. package/src/accounts/hooks/useUiStore.ts +12 -0
  34. package/src/accounts/index.ts +8 -0
  35. package/src/accounts/stores/AccountStore.ts +220 -0
  36. package/src/accounts/stores/UiStore.ts +18 -0
  37. package/src/accounts/stores/__tests__/AccountStore.test.ts +204 -0
  38. package/src/accounts/utils/AccountFields.tsx +248 -0
  39. package/src/accounts/utils/Accounts.ts +28 -0
  40. package/src/accounts/utils/__tests__/AccountFieldsUtils.test.tsx +215 -0
  41. package/src/accounts/utils/__tests__/AccountsUtils.test.tsx +104 -0
  42. package/src/accounts/utils/getConnectionMessages.tsx +198 -0
  43. package/src/accounts/utils/index.ts +1 -0
  44. package/src/budgets/BubbleBudgetsMiniWidget.tsx +57 -0
  45. package/src/budgets/BubbleBudgetsWidget.tsx +154 -0
  46. package/src/budgets/__tests__/BubbleBudgetsWidget.test.tsx +40 -0
  47. package/src/budgets/__tests__/BudgetList.test.tsx +38 -0
  48. package/src/budgets/__tests__/BudgetsStore.test.tsx +48 -0
  49. package/src/budgets/__tests__/Overview.test.tsx +38 -0
  50. package/src/budgets/api/BudgetsApi.ts +43 -0
  51. package/src/budgets/api/__mocks__/BudgetsApi.ts +7 -0
  52. package/src/budgets/components/AddBudgets.tsx +50 -0
  53. package/src/budgets/components/BubbleBudgets.tsx +73 -0
  54. package/src/budgets/components/BubbleChart.tsx +50 -0
  55. package/src/budgets/components/BudgetDetailsDrawer.tsx +134 -0
  56. package/src/budgets/components/BudgetList.tsx +50 -0
  57. package/src/budgets/components/Overview.tsx +156 -0
  58. package/src/budgets/components/ZeroState.tsx +23 -0
  59. package/src/budgets/components/addbudget/Header.tsx +59 -0
  60. package/src/budgets/components/addbudget/RecalculateBudgetRow.tsx +53 -0
  61. package/src/budgets/components/addbudget/RecalculateBudgets.tsx +69 -0
  62. package/src/budgets/components/addbudget/UnbudgetedRow.tsx +57 -0
  63. package/src/budgets/components/bubblechart/Bubble.tsx +148 -0
  64. package/src/budgets/components/bubblechart/Mercury.tsx +57 -0
  65. package/src/budgets/components/budgetdetails/AddSubBudget.tsx +111 -0
  66. package/src/budgets/components/budgetdetails/BudgetDetails.tsx +93 -0
  67. package/src/budgets/components/budgetdetails/Header.tsx +48 -0
  68. package/src/budgets/components/budgetdetails/SubBudgetList.tsx +148 -0
  69. package/src/budgets/components/budgetlist/BudgetRow.tsx +63 -0
  70. package/src/budgets/components/budgetlist/SubBudgetRow.tsx +64 -0
  71. package/src/budgets/components/budgetlist/SubBudgetZeroState.tsx +22 -0
  72. package/src/budgets/components/shared/BudgetAmount.tsx +54 -0
  73. package/src/budgets/index.ts +2 -0
  74. package/src/budgets/store/BudgetsStore.ts +183 -0
  75. package/src/budgets/utils/BubblesSVG.ts +142 -0
  76. package/src/budgets/utils/BudgetUtil.ts +140 -0
  77. package/src/cashflow/CashflowMiniWidget.tsx +25 -0
  78. package/src/cashflow/CashflowOnboarding.tsx +298 -0
  79. package/src/cashflow/CashflowWidget.tsx +111 -0
  80. package/src/cashflow/api/CashflowApi.ts +62 -0
  81. package/src/cashflow/api/__mocks__/CashflowApi.ts +15 -0
  82. package/src/cashflow/components/CashflowAmountHeading.tsx +46 -0
  83. package/src/cashflow/components/CashflowContent.tsx +63 -0
  84. package/src/cashflow/components/CashflowHeading.tsx +172 -0
  85. package/src/cashflow/components/CashflowWidgetContent.tsx +225 -0
  86. package/src/cashflow/components/DetailsExpenseHeader.tsx +47 -0
  87. package/src/cashflow/components/DetailsExpenseRow.tsx +46 -0
  88. package/src/cashflow/components/DetailsFooter.tsx +28 -0
  89. package/src/cashflow/components/DetailsTab.tsx +128 -0
  90. package/src/cashflow/components/RemainingCash.tsx +44 -0
  91. package/src/cashflow/components/SummaryTab.tsx +247 -0
  92. package/src/cashflow/components/onboarding/StepOne.tsx +90 -0
  93. package/src/cashflow/components/onboarding/StepTwo.tsx +23 -0
  94. package/src/cashflow/context/hooks.tsx +12 -0
  95. package/src/cashflow/images/cashflow-onboarding.png +0 -0
  96. package/src/cashflow/images/loading-animation.gif +0 -0
  97. package/src/cashflow/index.ts +5 -0
  98. package/src/cashflow/stores/CashflowStore.ts +26 -0
  99. package/src/cashflow/stores/UiStore.ts +48 -0
  100. package/src/cashflow/stores/__tests__/CashflowStore.test.ts +16 -0
  101. package/src/cashflow/util/Filters.ts +15 -0
  102. package/src/categories/components/CategoryList.tsx +64 -0
  103. package/src/categories/components/CategoryRow.tsx +68 -0
  104. package/src/categories/components/CategorySelector.tsx +80 -0
  105. package/src/categories/components/CategorySelectorDrawer.tsx +41 -0
  106. package/src/categories/components/CustomCategories/AddSubcategory.tsx +65 -0
  107. package/src/categories/components/CustomCategories/CustomCategoryModal.tsx +99 -0
  108. package/src/categories/components/CustomCategories/DeleteSubcategory.tsx +49 -0
  109. package/src/categories/components/CustomCategories/RenameSubcategory.tsx +48 -0
  110. package/src/categories/components/CustomCategories/index.ts +4 -0
  111. package/src/categories/components/SubcategoryList.tsx +47 -0
  112. package/src/categories/components/SubcategoryRow.tsx +123 -0
  113. package/src/categories/constants/Analytics.ts +89 -0
  114. package/src/categories/constants/OnClickEvents.ts +13 -0
  115. package/src/categories/context/hooks.ts +12 -0
  116. package/src/categories/index.ts +5 -0
  117. package/src/categories/stores/CategoryStore.ts +184 -0
  118. package/src/categories/stores/UiStore.ts +36 -0
  119. package/src/categories/stores/__tests__/CategoryStore.test.ts +54 -0
  120. package/src/categories/util/CategoryUtil.ts +136 -0
  121. package/src/common/api/AnalyticsApi.ts +49 -0
  122. package/src/common/api/BeatApi.ts +32 -0
  123. package/src/common/api/CategoryApi.ts +52 -0
  124. package/src/common/api/GlobalCopyApi.ts +17 -0
  125. package/src/common/api/LocalizedCopyApi.ts +21 -0
  126. package/src/common/api/NotificationApi.ts +40 -0
  127. package/src/common/api/ScheduledPaymentsApi.ts +37 -0
  128. package/src/common/api/UserApi.ts +23 -0
  129. package/src/common/api/WidgetApi.ts +15 -0
  130. package/src/common/api/__mocks__/BeatApi.ts +8 -0
  131. package/src/common/api/__mocks__/CategoryApi.ts +15 -0
  132. package/src/common/api/__mocks__/GlobalCopyApi.ts +7 -0
  133. package/src/common/api/__mocks__/NotificationApi.ts +11 -0
  134. package/src/common/api/__mocks__/ScheduledPaymentsApi.ts +7 -0
  135. package/src/common/api/__mocks__/UserApi.ts +9 -0
  136. package/src/common/api/__mocks__/WidgetApi.ts +11 -0
  137. package/src/common/api/index.ts +9 -0
  138. package/src/common/components/ConnectDrawer.tsx +87 -0
  139. package/src/common/components/CurrencyInput.tsx +147 -0
  140. package/src/common/components/CurrencyText.tsx +44 -0
  141. package/src/common/components/DataRow.tsx +52 -0
  142. package/src/common/components/IconBacking.tsx +41 -0
  143. package/src/common/components/InformationTooltip.tsx +52 -0
  144. package/src/common/components/ListItemWrapper.tsx +49 -0
  145. package/src/common/components/Loader.tsx +24 -0
  146. package/src/common/components/MiniWidgetContainer.tsx +64 -0
  147. package/src/common/components/ResponsiveButton.tsx +65 -0
  148. package/src/common/components/SearchBox.tsx +64 -0
  149. package/src/common/components/SelectionBox.tsx +64 -0
  150. package/src/common/components/SubheaderRow.tsx +22 -0
  151. package/src/common/components/TabContentContainer.tsx +28 -0
  152. package/src/common/components/WidgetContainer.tsx +239 -0
  153. package/src/common/components/accountfilter/AccountFilter.tsx +133 -0
  154. package/src/common/components/accountfilter/AccountFilterOptions.tsx +263 -0
  155. package/src/common/components/accountfilter/index.ts +1 -0
  156. package/src/common/components/barchart/Bar.tsx +123 -0
  157. package/src/common/components/barchart/BarChart.tsx +136 -0
  158. package/src/common/components/barchart/BarColumn.tsx +150 -0
  159. package/src/common/components/barchart/Legend.tsx +60 -0
  160. package/src/common/components/barchart/Util.ts +54 -0
  161. package/src/common/components/barchart/__tests__/BarChart.test.tsx +46 -0
  162. package/src/common/components/barchart/index.ts +1 -0
  163. package/src/common/components/calendar/Calendar.tsx +223 -0
  164. package/src/common/components/calendar/Day.tsx +127 -0
  165. package/src/common/components/calendar/Header.tsx +58 -0
  166. package/src/common/components/calendar/__tests__/Calendar.test.tsx +50 -0
  167. package/src/common/components/calendar/index.ts +1 -0
  168. package/src/common/components/calendar/upcomingActivity/CalendarIcons.tsx +40 -0
  169. package/src/common/components/charts/Donut.tsx +82 -0
  170. package/src/common/components/charts/LineChart.tsx +204 -0
  171. package/src/common/components/charts/StackedLineChart.tsx +292 -0
  172. package/src/common/components/charts/StatusBar.tsx +41 -0
  173. package/src/common/components/charts/index.ts +4 -0
  174. package/src/common/components/charts/linechart/CustomLegend.tsx +49 -0
  175. package/src/common/components/charts/linechart/CustomLine.tsx +31 -0
  176. package/src/common/components/charts/linechart/CustomMark.tsx +68 -0
  177. package/src/common/components/charts/stackedlinechart/CategoryIconLabel.tsx +29 -0
  178. package/src/common/components/charts/stackedlinechart/CustomAreaTooltip.tsx +115 -0
  179. package/src/common/components/charts/stackedlinechart/CustomLegend.tsx +73 -0
  180. package/src/common/components/charts/stackedlinechart/CustomPointTooltip.tsx +41 -0
  181. package/src/common/components/charts/stackedlinechart/utils.ts +13 -0
  182. package/src/common/components/daterangeselector/DateRangeSelector.tsx +383 -0
  183. package/src/common/components/daterangeselector/index.ts +1 -0
  184. package/src/common/components/dialog/Dialog.tsx +92 -0
  185. package/src/common/components/dialog/index.ts +1 -0
  186. package/src/common/components/donuts/MultiSegmentDonut.tsx +89 -0
  187. package/src/common/components/donuts/SingleSegmentDonut.tsx +75 -0
  188. package/src/common/components/donuts/index.ts +2 -0
  189. package/src/common/components/drawer/Drawer.tsx +97 -0
  190. package/src/common/components/drawer/Header.tsx +64 -0
  191. package/src/common/components/drawer/index.ts +1 -0
  192. package/src/common/components/index.ts +22 -0
  193. package/src/common/constants/Account.ts +30 -0
  194. package/src/common/constants/Analytics.ts +70 -0
  195. package/src/common/constants/ApiEndpoints.ts +30 -0
  196. package/src/common/constants/Category.ts +302 -0
  197. package/src/common/constants/Connect.ts +2 -0
  198. package/src/common/constants/DateFormats.ts +122 -0
  199. package/src/common/constants/Donut.ts +2 -0
  200. package/src/common/constants/Numbers.ts +6 -0
  201. package/src/common/constants/ScheduledPayment.ts +21 -0
  202. package/src/common/constants/Sizes.ts +7 -0
  203. package/src/common/constants/SpendingPlan.ts +17 -0
  204. package/src/common/constants/Table.ts +13 -0
  205. package/src/common/constants/index.ts +21 -0
  206. package/src/common/context/GlobalDataProvider.tsx +31 -0
  207. package/src/common/context/WidgetContainerProvider.tsx +24 -0
  208. package/src/common/context/__mocks__/GlobalDataProvider.tsx +25 -0
  209. package/src/common/context/hooks.tsx +57 -0
  210. package/src/common/context/index.ts +22 -0
  211. package/src/common/hooks/__tests__/useDimensions.test.tsx +190 -0
  212. package/src/common/hooks/index.ts +3 -0
  213. package/src/common/hooks/useCombineEvents.tsx +53 -0
  214. package/src/common/hooks/useDimensions.tsx +78 -0
  215. package/src/common/hooks/usePrevious.tsx +10 -0
  216. package/src/common/hooks/useScreenSize.tsx +15 -0
  217. package/src/common/index.ts +23 -0
  218. package/src/common/stores/ConnectStore.ts +26 -0
  219. package/src/common/stores/GlobalCopyStore.ts +36 -0
  220. package/src/common/stores/GlobalStore.ts +83 -0
  221. package/src/common/stores/GlobalUiStore.ts +66 -0
  222. package/src/common/stores/UserStore.ts +45 -0
  223. package/src/common/stores/__tests__/GlobalCopyStore.test.ts +23 -0
  224. package/src/common/stores/__tests__/GlobalStore.test.ts +24 -0
  225. package/src/common/stores/index.ts +3 -0
  226. package/src/common/types/Account.ts +406 -0
  227. package/src/common/types/Activity.ts +31 -0
  228. package/src/common/types/Analytics.ts +70 -0
  229. package/src/common/types/Beat.ts +71 -0
  230. package/src/common/types/Budget.ts +29 -0
  231. package/src/common/types/Cashflow.ts +110 -0
  232. package/src/common/types/Category.ts +68 -0
  233. package/src/common/types/Date.ts +2 -0
  234. package/src/common/types/Debt.ts +19 -0
  235. package/src/common/types/Expense.ts +20 -0
  236. package/src/common/types/Global.ts +13 -0
  237. package/src/common/types/GlobalCopy.ts +37 -0
  238. package/src/common/types/Goal.ts +59 -0
  239. package/src/common/types/Institution.ts +11 -0
  240. package/src/common/types/LocalizedContent.ts +9 -0
  241. package/src/common/types/Merchant.ts +6 -0
  242. package/src/common/types/Notification.ts +15 -0
  243. package/src/common/types/ScheduledPayment.ts +15 -0
  244. package/src/common/types/ScreenSize.tsx +4 -0
  245. package/src/common/types/SpendingPlan.ts +48 -0
  246. package/src/common/types/Transaction.ts +91 -0
  247. package/src/common/types/User.ts +20 -0
  248. package/src/common/types/Widgets.ts +11 -0
  249. package/src/common/types/index.ts +93 -0
  250. package/src/common/types/localization/AccountFilterCopy.ts +12 -0
  251. package/src/common/types/localization/AccountTypeCopy.ts +16 -0
  252. package/src/common/types/localization/AccountsCopy.ts +113 -0
  253. package/src/common/types/localization/BudgetsCopy.ts +52 -0
  254. package/src/common/types/localization/CashflowCopy.ts +77 -0
  255. package/src/common/types/localization/CategoryCopy.ts +18 -0
  256. package/src/common/types/localization/CommonCopy.ts +30 -0
  257. package/src/common/types/localization/ConnectCopy.ts +74 -0
  258. package/src/common/types/localization/CurrencyInputCopy.ts +6 -0
  259. package/src/common/types/localization/DateRangePickerCopy.ts +23 -0
  260. package/src/common/types/localization/GoalsCopy.ts +37 -0
  261. package/src/common/types/localization/InsightsFeedCopy.ts +26 -0
  262. package/src/common/types/localization/MicroInsightsCopy.ts +28 -0
  263. package/src/common/types/localization/NetWorthCopy.ts +14 -0
  264. package/src/common/types/localization/NotificationsCopy.ts +7 -0
  265. package/src/common/types/localization/RecurringCopy.ts +76 -0
  266. package/src/common/types/localization/SpendingCopy.ts +16 -0
  267. package/src/common/types/localization/TransactionsCopy.ts +81 -0
  268. package/src/common/types/localization/TrendsCopy.ts +10 -0
  269. package/src/common/types/localization/index.ts +19 -0
  270. package/src/common/utils/AccountFilter.ts +45 -0
  271. package/src/common/utils/Analytics.ts +51 -0
  272. package/src/common/utils/Categories.ts +75 -0
  273. package/src/common/utils/DateUtil.ts +67 -0
  274. package/src/common/utils/Fetch.ts +115 -0
  275. package/src/common/utils/Localization.ts +67 -0
  276. package/src/common/utils/NumberFormatting.ts +65 -0
  277. package/src/common/utils/__tests__/Fetch.test.tsx +34 -0
  278. package/src/common/utils/index.ts +18 -0
  279. package/src/dashboard/Dashboard.tsx +92 -0
  280. package/src/dashboard/Greeting.tsx +75 -0
  281. package/src/dashboard/__tests__/Dashboard.test.tsx +84 -0
  282. package/src/dashboard/constants/Dashboard.ts +4 -0
  283. package/src/dashboard/index.ts +3 -0
  284. package/src/dashboard/types/DashboardTypes.ts +9 -0
  285. package/src/debts/DebtsWidget.tsx +90 -0
  286. package/src/debts/components/DebtsChart.tsx +190 -0
  287. package/src/debts/components/DebtsTable.tsx +209 -0
  288. package/src/debts/components/SnowballCard.tsx +70 -0
  289. package/src/debts/components/SnowballDrawer.tsx +384 -0
  290. package/src/debts/components/debtstable/AccountCell.tsx +25 -0
  291. package/src/debts/components/debtstable/PriorityCell.tsx +46 -0
  292. package/src/debts/index.ts +4 -0
  293. package/src/debts/store/DebtsStore.ts +20 -0
  294. package/src/debts/utils/DebtStore.ts +75 -0
  295. package/src/debts/utils/DebtsWidget.ts +32 -0
  296. package/src/debts/utils/SnowballCard.tsx +48 -0
  297. package/src/goals/GoalsWidget.tsx +128 -0
  298. package/src/goals/api/GoalApi.ts +29 -0
  299. package/src/goals/components/GoalDetails.tsx +240 -0
  300. package/src/goals/components/GoalList.tsx +101 -0
  301. package/src/goals/components/GoalStatusCard.tsx +87 -0
  302. package/src/goals/components/TabTitle.tsx +21 -0
  303. package/src/goals/constants/CopyKeys.ts +29 -0
  304. package/src/goals/index.ts +2 -0
  305. package/src/goals/stores/GoalStore.ts +47 -0
  306. package/src/goals/util/GoalsUtil.ts +61 -0
  307. package/src/index.ts +17 -0
  308. package/src/insights/README.md +16 -0
  309. package/src/insights/contexts/ToastContext.tsx +62 -0
  310. package/src/insights/index.ts +5 -0
  311. package/src/insights/settings/SettingsDrawer.tsx +40 -0
  312. package/src/insights/settings/__tests__/SettingsDrawer.test.tsx +50 -0
  313. package/src/insights/settings/components/PulseSubheaderRow.tsx +34 -0
  314. package/src/insights/settings/components/SettingsItem.tsx +55 -0
  315. package/src/insights/settings/components/Toast.tsx +69 -0
  316. package/src/insights/settings/hiddeninsights/__tests__/HiddenInsightsDrawer.test.tsx +108 -0
  317. package/src/insights/settings/hiddeninsights/__tests__/SubCategoryDrawer.test.tsx +150 -0
  318. package/src/insights/settings/hiddeninsights/components/CategoryEmptyState.tsx +50 -0
  319. package/src/insights/settings/hiddeninsights/components/HiddenInsightsDrawer.tsx +222 -0
  320. package/src/insights/settings/hiddeninsights/components/HiddenInsightsDrawerWrapper.tsx +24 -0
  321. package/src/insights/settings/hiddeninsights/components/SubCategoryDrawer.tsx +256 -0
  322. package/src/insights/settings/hiddeninsights/images/no-insights.png +0 -0
  323. package/src/insights/settings/hiddeninsights/types/index.ts +74 -0
  324. package/src/insights/settings/manageaccounts/__tests__/AccountGroup.test.tsx +92 -0
  325. package/src/insights/settings/manageaccounts/__tests__/ManageAccountsDrawer.test.tsx +83 -0
  326. package/src/insights/settings/manageaccounts/components/AccountGroup.tsx +109 -0
  327. package/src/insights/settings/manageaccounts/components/ManageAccountsDrawer.tsx +63 -0
  328. package/src/insights/settings/manageaccounts/types/index.ts +13 -0
  329. package/src/insights/settings/types/index.ts +4 -0
  330. package/src/insights/store/BeatStore.ts +25 -0
  331. package/src/insights/utils/beatTemplateCategories.ts +103 -0
  332. package/src/merchants/api/MerchantApi.ts +33 -0
  333. package/src/merchants/components/MerchantLookup.tsx +117 -0
  334. package/src/merchants/index.ts +2 -0
  335. package/src/merchants/stores/MerchantStore.ts +42 -0
  336. package/src/microinsights/analytics.ts +31 -0
  337. package/src/microinsights/components/beatCard/BeatCard.tsx +124 -0
  338. package/src/microinsights/components/beaticons/BeatCategoryIcon.tsx +20 -0
  339. package/src/microinsights/components/beaticons/BeatIcon.tsx +45 -0
  340. package/src/microinsights/components/beaticons/BeatMerchantLogo.tsx +33 -0
  341. package/src/microinsights/components/beaticons/ChartFilledIcon.tsx +37 -0
  342. package/src/microinsights/components/beaticons/MonthlySpendComparisonIcon.tsx +30 -0
  343. package/src/microinsights/components/beaticons/ZeroStateIcon.tsx +558 -0
  344. package/src/microinsights/components/beaticons/index.tsx +7 -0
  345. package/src/microinsights/components/carouselheader/CarouselHeader.tsx +111 -0
  346. package/src/microinsights/components/insightsmicrowidget/InsightsMicroWidget.tsx +163 -0
  347. package/src/microinsights/components/microBeatCarousel/CarouselControls.tsx +99 -0
  348. package/src/microinsights/components/microBeatCarousel/MicroBeatCarousel.tsx +207 -0
  349. package/src/microinsights/components/microInsightCard/MicroInsightCard.tsx +173 -0
  350. package/src/microinsights/components/noRelevantInsightsCard/NoRelevantInsightsCard.tsx +89 -0
  351. package/src/microinsights/components/spinner/Spinner.tsx +21 -0
  352. package/src/microinsights/components/viewMoreMicroCard/ViewMoreMicroCard.tsx +101 -0
  353. package/src/microinsights/components/zeroStateCard/ZeroStateCard.tsx +62 -0
  354. package/src/microinsights/constants/Analytics.ts +192 -0
  355. package/src/microinsights/constants/App.ts +53 -0
  356. package/src/microinsights/constants/Insights.tsx +3 -0
  357. package/src/microinsights/constants/OnClickEvents.ts +3 -0
  358. package/src/microinsights/context/InsightsMicroWidgetDataProvider.tsx +24 -0
  359. package/src/microinsights/context/hooks.tsx +65 -0
  360. package/src/microinsights/index.ts +16 -0
  361. package/src/microinsights/interfaces.ts +28 -0
  362. package/src/microinsights/stores/AppStore.ts +34 -0
  363. package/src/microinsights/stores/CopyStore.ts +38 -0
  364. package/src/microinsights/stores/InsightsMicroWidgetStore.ts +61 -0
  365. package/src/microinsights/types/BeatUIComponent.ts +5 -0
  366. package/src/microinsights/utils/DataSeries.ts +20 -0
  367. package/src/networth/NetWorthWidget.tsx +171 -0
  368. package/src/networth/__tests__/AssetsLiabilitiesDetail.test.tsx +94 -0
  369. package/src/networth/__tests__/NetWorthChart.test.tsx +31 -0
  370. package/src/networth/__tests__/NetWorthList.test.tsx +33 -0
  371. package/src/networth/components/AssetsLiabilitiesDetail.tsx +146 -0
  372. package/src/networth/components/GainsLossesDetail.tsx +110 -0
  373. package/src/networth/components/NetWorthChange.tsx +51 -0
  374. package/src/networth/components/NetWorthChart.tsx +71 -0
  375. package/src/networth/components/NetWorthList.tsx +91 -0
  376. package/src/networth/components/NetWorthListItem.tsx +72 -0
  377. package/src/networth/components/NetWorthSummary.tsx +36 -0
  378. package/src/networth/index.ts +5 -0
  379. package/src/networth/stores/NetWorthStore.ts +99 -0
  380. package/src/networth/stores/__tests__/NetWorthStore.test.ts +32 -0
  381. package/src/networth/types/NetWorth.ts +59 -0
  382. package/src/networth/utils/NetWorthUtils.ts +177 -0
  383. package/src/networth/utils/__tests__/NetWorthUtils.test.ts +198 -0
  384. package/src/notifications/__tests__/NotificationList.test.tsx +67 -0
  385. package/src/notifications/components/DateRow.tsx +21 -0
  386. package/src/notifications/components/NotificationBadge.tsx +51 -0
  387. package/src/notifications/components/NotificationCard.tsx +63 -0
  388. package/src/notifications/components/NotificationList.tsx +65 -0
  389. package/src/notifications/constants/NotificationConstants.ts +104 -0
  390. package/src/notifications/index.ts +3 -0
  391. package/src/notifications/stores/NotificationStore.ts +62 -0
  392. package/src/notifications/utils/NotificationUtils.ts +21 -0
  393. package/src/recurringactivity/RecurringActivityMiniWidget.tsx +45 -0
  394. package/src/recurringactivity/RecurringActivityWidget.tsx +89 -0
  395. package/src/recurringactivity/__tests__/BuildActivities.test.ts +30 -0
  396. package/src/recurringactivity/__tests__/BuildNewActivity.test.ts +59 -0
  397. package/src/recurringactivity/__tests__/RecurringActivityWidget.test.tsx +33 -0
  398. package/src/recurringactivity/components/ActivityBadges.tsx +40 -0
  399. package/src/recurringactivity/components/ActivityDetails.tsx +196 -0
  400. package/src/recurringactivity/components/ActivityList.tsx +141 -0
  401. package/src/recurringactivity/components/ActivityRow.tsx +161 -0
  402. package/src/recurringactivity/components/ActivityStatus.tsx +82 -0
  403. package/src/recurringactivity/components/MiniWidgetContent.tsx +61 -0
  404. package/src/recurringactivity/components/RecurringActivity.tsx +165 -0
  405. package/src/recurringactivity/components/actions/FrequencyAction.tsx +130 -0
  406. package/src/recurringactivity/components/actions/PaymentDateAction.tsx +99 -0
  407. package/src/recurringactivity/components/activitycalendar/ActivityCalendar.tsx +100 -0
  408. package/src/recurringactivity/components/activitycalendar/ActivityDay.tsx +88 -0
  409. package/src/recurringactivity/components/activitycalendar/Legend.tsx +42 -0
  410. package/src/recurringactivity/components/shared/ActivitySettings.tsx +43 -0
  411. package/src/recurringactivity/components/shared/activitysettings/AddActivity.tsx +175 -0
  412. package/src/recurringactivity/components/shared/activitysettings/AddActivityDetails.tsx +148 -0
  413. package/src/recurringactivity/components/shared/activitysettings/ManageExpenses.tsx +84 -0
  414. package/src/recurringactivity/components/shared/activitysettings/ManageIncome.tsx +102 -0
  415. package/src/recurringactivity/components/shared/activitysettings/SelectTransaction.tsx +45 -0
  416. package/src/recurringactivity/index.ts +5 -0
  417. package/src/recurringactivity/stores/RecurringActivityStore.ts +312 -0
  418. package/src/recurringactivity/util/RecurringActivityUtils.ts +40 -0
  419. package/src/recurringactivity/util/buildActivities.ts +334 -0
  420. package/src/recurringactivity/util/buildNewActivity.ts +111 -0
  421. package/src/recurringactivity/util/getRecurrence.ts +50 -0
  422. package/src/recurringactivity/util/getStatus.ts +32 -0
  423. package/src/recurringactivity/util/updateActivity.ts +66 -0
  424. package/src/spending/SpendingMiniWidget.tsx +23 -0
  425. package/src/spending/SpendingWidget.tsx +71 -0
  426. package/src/spending/__tests__/MiniSpendingChart.test.tsx +43 -0
  427. package/src/spending/__tests__/SpendingData.test.ts +38 -0
  428. package/src/spending/__tests__/SpendingMiniWidget.test.tsx +49 -0
  429. package/src/spending/__tests__/SpendingWidget.test.tsx +49 -0
  430. package/src/spending/components/MiniSpendingChart.tsx +125 -0
  431. package/src/spending/components/Spending.tsx +175 -0
  432. package/src/spending/components/SpendingChart.tsx +74 -0
  433. package/src/spending/components/SpendingDonut.tsx +125 -0
  434. package/src/spending/components/SpendingLegend.tsx +41 -0
  435. package/src/spending/components/SpendingList.tsx +112 -0
  436. package/src/spending/components/SpendingTabLabel.tsx +25 -0
  437. package/src/spending/index.ts +2 -0
  438. package/src/spending/utils/SpendingData.ts +196 -0
  439. package/src/transactions/TransactionWidget.tsx +319 -0
  440. package/src/transactions/analytics.ts +12 -0
  441. package/src/transactions/api/TransactionApi.ts +204 -0
  442. package/src/transactions/api/__mocks__/TransactionApi.ts +20 -0
  443. package/src/transactions/components/shared/TransactionDetails.tsx +140 -0
  444. package/src/transactions/components/shared/TransactionList.tsx +124 -0
  445. package/src/transactions/components/shared/TransactionTable.tsx +123 -0
  446. package/src/transactions/components/shared/transactiondetails/Description.tsx +97 -0
  447. package/src/transactions/components/shared/transactiondetails/FlagTransaction.tsx +63 -0
  448. package/src/transactions/components/shared/transactiondetails/ManualTransactionDetails.tsx +148 -0
  449. package/src/transactions/components/shared/transactiondetails/TransactionAmountHeader.tsx +39 -0
  450. package/src/transactions/components/shared/transactiondetails/actions/CategoryAction.tsx +149 -0
  451. package/src/transactions/components/shared/transactiondetails/actions/DateAction.tsx +119 -0
  452. package/src/transactions/components/shared/transactiondetails/actions/DeleteAction.tsx +85 -0
  453. package/src/transactions/components/shared/transactiondetails/actions/DeleteLogoAction.tsx +88 -0
  454. package/src/transactions/components/shared/transactiondetails/actions/HideAction.tsx +126 -0
  455. package/src/transactions/components/shared/transactiondetails/actions/MemoAction.tsx +112 -0
  456. package/src/transactions/components/shared/transactiondetails/actions/SplitAction.tsx +234 -0
  457. package/src/transactions/components/shared/transactiondetails/actions/TagsAction.tsx +119 -0
  458. package/src/transactions/components/shared/transactiondetails/actions/index.ts +8 -0
  459. package/src/transactions/components/shared/transactionlist/DateRow.tsx +33 -0
  460. package/src/transactions/components/shared/transactionlist/TransactionRow.tsx +92 -0
  461. package/src/transactions/components/shared/transactionlist/ZeroState.tsx +36 -0
  462. package/src/transactions/components/shared/transactiontable/cells/AccountCell.tsx +12 -0
  463. package/src/transactions/components/shared/transactiontable/cells/AmountCell.tsx +35 -0
  464. package/src/transactions/components/shared/transactiontable/cells/CategoryCell.tsx +37 -0
  465. package/src/transactions/components/shared/transactiontable/cells/DateCell.tsx +17 -0
  466. package/src/transactions/components/shared/transactiontable/cells/FlagCell.tsx +43 -0
  467. package/src/transactions/components/shared/transactiontable/cells/HeaderCell.tsx +11 -0
  468. package/src/transactions/components/shared/transactiontable/cells/PayeeCell.tsx +21 -0
  469. package/src/transactions/components/shared/transactiontable/cells/index.ts +7 -0
  470. package/src/transactions/components/splitmanager/SplitManager.tsx +93 -0
  471. package/src/transactions/components/splitmanager/SplitRow.tsx +149 -0
  472. package/src/transactions/components/splitmanager/index.ts +1 -0
  473. package/src/transactions/components/tagmanager/Header.tsx +100 -0
  474. package/src/transactions/components/tagmanager/SearchBox.tsx +60 -0
  475. package/src/transactions/components/tagmanager/TagManager.tsx +51 -0
  476. package/src/transactions/components/tagmanager/TagRow.tsx +145 -0
  477. package/src/transactions/components/tagmanager/index.ts +1 -0
  478. package/src/transactions/components/transactionwidget/AddAccountModal.tsx +30 -0
  479. package/src/transactions/components/transactionwidget/actions/AddTransactionAction.tsx +74 -0
  480. package/src/transactions/components/transactionwidget/actions/EditCategoryAction.tsx +80 -0
  481. package/src/transactions/components/transactionwidget/actions/ExportCsvAction.tsx +32 -0
  482. package/src/transactions/constants/Actions.ts +28 -0
  483. package/src/transactions/constants/Analytics.ts +272 -0
  484. package/src/transactions/constants/OnClickEvents.ts +45 -0
  485. package/src/transactions/constants/Transaction.ts +32 -0
  486. package/src/transactions/constants/TransactionsTable.ts +26 -0
  487. package/src/transactions/context/hooks.tsx +12 -0
  488. package/src/transactions/index.ts +12 -0
  489. package/src/transactions/stores/TransactionStore.ts +327 -0
  490. package/src/transactions/stores/UiStore.ts +72 -0
  491. package/src/transactions/stores/__tests__/TransactionStore.test.ts +80 -0
  492. package/src/transactions/utils/Filters.ts +35 -0
  493. package/src/transactions/utils/Transactions.ts +22 -0
  494. package/src/transactions/utils/buildDetailedTransactions.ts +66 -0
  495. package/src/transactions/utils/exportTransactionsToCSV.ts +85 -0
  496. package/src/transactions/utils/sortAndFilterTransactions.ts +127 -0
  497. package/src/trends/TrendsFullWidget.tsx +286 -0
  498. package/src/trends/TrendsMiniWidget.tsx +49 -0
  499. package/src/trends/__tests__/TrendsFullWidget.test.tsx +45 -0
  500. package/src/trends/__tests__/TrendsMiniWidget.test.tsx +35 -0
  501. package/src/trends/components/SpendingChart.tsx +29 -0
  502. package/src/trends/components/TrendsChart.tsx +75 -0
  503. package/src/trends/components/TrendsDrawer.tsx +74 -0
  504. package/src/trends/components/TrendsTable.tsx +161 -0
  505. package/src/trends/components/__tests__/SpendingChart.test.tsx +37 -0
  506. package/src/trends/components/trendstable/AmountCell.tsx +14 -0
  507. package/src/trends/components/trendstable/CategoryCell.tsx +39 -0
  508. package/src/trends/components/trendstable/HeaderCell.tsx +8 -0
  509. package/src/trends/index.ts +2 -0
  510. package/src/trends/mocks.ts +423 -0
  511. package/src/trends/utils/SpendingData.ts +76 -0
  512. package/src/trends/utils/TrendsData.ts +127 -0
  513. package/src/trends/utils/shared.ts +39 -0
@@ -0,0 +1,28 @@
1
+ import { AccountType } from '../../common/types'
2
+ import type { Account } from '../../common/types'
3
+
4
+ export const isAccountLiability = (account: Account) =>
5
+ account &&
6
+ (account.account_type === AccountType.CREDIT_CARD ||
7
+ account.account_type === AccountType.LOAN ||
8
+ account.account_type === AccountType.MORTGAGE ||
9
+ account.account_type === AccountType.LINE_OF_CREDIT ||
10
+ account.account_type === AccountType.CHECKING_LINE_OF_CREDIT)
11
+
12
+ export const isManual = (account: Account) => account.is_manual || !account.guid
13
+
14
+ export const usesCreditLimitField = (account: Account) =>
15
+ account.account_type === AccountType.LINE_OF_CREDIT ||
16
+ account.account_type === AccountType.CREDIT_CARD ||
17
+ account.account_type === AccountType.CHECKING_LINE_OF_CREDIT
18
+
19
+ export const usesInterestRateField = (account: Account) =>
20
+ account.account_type === AccountType.SAVINGS ||
21
+ account.account_type === AccountType.CHECKING ||
22
+ account.account_type === AccountType.LINE_OF_CREDIT ||
23
+ account.account_type === AccountType.CREDIT_CARD ||
24
+ account.account_type === AccountType.LOAN ||
25
+ account.account_type === AccountType.MORTGAGE
26
+
27
+ export const usesOriginalBalanceField = (account: Account) =>
28
+ account.account_type === AccountType.LOAN || account.account_type === AccountType.MORTGAGE
@@ -0,0 +1,215 @@
1
+ import { describe, expect, it } from 'vitest'
2
+ import accounts from '../../../../mock/Accounts'
3
+ import * as AccountFieldsUtils from '../AccountFields'
4
+ import globalCopy from '../../../../mock/data/GlobalCopy.json'
5
+
6
+ const accountBalance = {
7
+ label: 'Account Balance',
8
+ name: 'balance',
9
+ placeholder: 'Enter Account Balance',
10
+ type: 'currency',
11
+ }
12
+ const accountName = {
13
+ label: 'Account Name',
14
+ name: 'user_name',
15
+ placeholder: 'Enter Account Name',
16
+ type: 'input',
17
+ }
18
+ const accountType = {
19
+ label: 'Account Type',
20
+ name: 'account_type',
21
+ placeholder: 'Select Account Type',
22
+ }
23
+ const creditLimit = {
24
+ label: 'Credit Limit',
25
+ name: 'credit_limit',
26
+ placeholder: 'Enter Credit Limit',
27
+ type: 'currency',
28
+ }
29
+ const dayPaymentIsDue = {
30
+ label: 'Day Payment is Due',
31
+ name: 'day_payment_is_due',
32
+ placeholder: 'Enter Day Payment is Due',
33
+ type: 'date',
34
+ }
35
+ const interestRate = {
36
+ label: 'Interest Rate (%)',
37
+ name: 'interest_rate',
38
+ placeholder: 'Enter Interest Rate (%)',
39
+ type: 'input',
40
+ }
41
+ const minimumPayment = {
42
+ label: 'Minimum Payment',
43
+ name: 'minimum_payment',
44
+ placeholder: 'Enter Minimum Payment',
45
+ type: 'currency',
46
+ }
47
+ const nextPayment = {
48
+ label: 'Next Payment',
49
+ name: 'payment_due_at',
50
+ type: 'date',
51
+ }
52
+ const originalBalance = {
53
+ label: 'Original Balance',
54
+ minAmount: 1,
55
+ name: 'original_balance',
56
+ placeholder: 'Enter Original Balance',
57
+ type: 'currency',
58
+ }
59
+ const propertyType = {
60
+ label: 'Property Type',
61
+ name: 'property_type',
62
+ placeholder: 'Select Property Type',
63
+ type: 'select',
64
+ }
65
+
66
+ describe('getAccountDetailFields', () => {
67
+ it('returns correct fields for Gringotts Checking', () => {
68
+ const arr = AccountFieldsUtils.getAccountDetailFields(
69
+ accounts[0],
70
+ globalCopy.experiences.accounts,
71
+ )
72
+
73
+ Object.keys(accountName).map((key) => expect(arr[0]).toHaveProperty(key, accountName[key]))
74
+ Object.keys(interestRate).map((key) => expect(arr[1]).toHaveProperty(key, interestRate[key]))
75
+
76
+ expect(arr).toHaveLength(2)
77
+ })
78
+
79
+ it('returns correct fields for Other Checking', () => {
80
+ const arr = AccountFieldsUtils.getAccountDetailFields(
81
+ accounts[1],
82
+ globalCopy.experiences.accounts,
83
+ )
84
+
85
+ Object.keys(accountName).map((key) => expect(arr[0]).toHaveProperty(key, accountName[key]))
86
+ Object.keys(interestRate).map((key) => expect(arr[1]).toHaveProperty(key, interestRate[key]))
87
+
88
+ expect(arr).toHaveLength(2)
89
+ })
90
+
91
+ it('returns correct fields for Credit Card', () => {
92
+ const arr = AccountFieldsUtils.getAccountDetailFields(
93
+ accounts[2],
94
+ globalCopy.experiences.accounts,
95
+ )
96
+
97
+ Object.keys(accountName).map((key) => expect(arr[0]).toHaveProperty(key, accountName[key]))
98
+ Object.keys(interestRate).map((key) => expect(arr[1]).toHaveProperty(key, interestRate[key]))
99
+ Object.keys(minimumPayment).map((key) =>
100
+ expect(arr[2]).toHaveProperty(key, minimumPayment[key]),
101
+ )
102
+ Object.keys(nextPayment).map((key) => expect(arr[3]).toHaveProperty(key, nextPayment[key]))
103
+ Object.keys(creditLimit).map((key) => expect(arr[4]).toHaveProperty(key, creditLimit[key]))
104
+
105
+ expect(arr).toHaveLength(5)
106
+ })
107
+
108
+ it('returns correct fields for Credit Card2', () => {
109
+ const arr = AccountFieldsUtils.getAccountDetailFields(
110
+ accounts[3],
111
+ globalCopy.experiences.accounts,
112
+ )
113
+
114
+ Object.keys(accountName).map((key) => expect(arr[0]).toHaveProperty(key, accountName[key]))
115
+ Object.keys(interestRate).map((key) => expect(arr[1]).toHaveProperty(key, interestRate[key]))
116
+ Object.keys(minimumPayment).map((key) =>
117
+ expect(arr[2]).toHaveProperty(key, minimumPayment[key]),
118
+ )
119
+ Object.keys(nextPayment).map((key) => expect(arr[3]).toHaveProperty(key, nextPayment[key]))
120
+ Object.keys(creditLimit).map((key) => expect(arr[4]).toHaveProperty(key, creditLimit[key]))
121
+
122
+ expect(arr).toHaveLength(5)
123
+ })
124
+
125
+ it('returns correct fields for Rainy Day Savings', () => {
126
+ const arr = AccountFieldsUtils.getAccountDetailFields(
127
+ accounts[4],
128
+ globalCopy.experiences.accounts,
129
+ )
130
+
131
+ Object.keys(accountName).map((key) => expect(arr[0]).toHaveProperty(key, accountName[key]))
132
+ Object.keys(interestRate).map((key) => expect(arr[1]).toHaveProperty(key, interestRate[key]))
133
+
134
+ expect(arr).toHaveLength(2)
135
+ })
136
+
137
+ it('returns correct fields for Health Savings', () => {
138
+ const arr = AccountFieldsUtils.getAccountDetailFields(
139
+ accounts[5],
140
+ globalCopy.experiences.accounts,
141
+ )
142
+
143
+ Object.keys(accountName).map((key) => expect(arr[0]).toHaveProperty(key, accountName[key]))
144
+ Object.keys(interestRate).map((key) => expect(arr[1]).toHaveProperty(key, interestRate[key]))
145
+ })
146
+
147
+ it('returns correct fields for Investments', () => {
148
+ const arr = AccountFieldsUtils.getAccountDetailFields(
149
+ accounts[6],
150
+ globalCopy.experiences.accounts,
151
+ )
152
+
153
+ Object.keys(accountName).map((key) => expect(arr[0]).toHaveProperty(key, accountName[key]))
154
+ expect(arr).toHaveLength(1)
155
+ })
156
+
157
+ it('returns correct fields for Emergency Savings 1', () => {
158
+ const arr = AccountFieldsUtils.getAccountDetailFields(
159
+ accounts[7],
160
+ globalCopy.experiences.accounts,
161
+ )
162
+
163
+ Object.keys(accountName).map((key) => expect(arr[0]).toHaveProperty(key, accountName[key]))
164
+ Object.keys(interestRate).map((key) => expect(arr[1]).toHaveProperty(key, interestRate[key]))
165
+
166
+ expect(arr).toHaveLength(2)
167
+ })
168
+
169
+ it('returns correct fields for Property (Hope Diamond)', () => {
170
+ const arr = AccountFieldsUtils.getAccountDetailFields(
171
+ accounts[8],
172
+ globalCopy.experiences.accounts,
173
+ )
174
+
175
+ Object.keys(accountName).map((key) => expect(arr[0]).toHaveProperty(key, accountName[key]))
176
+ Object.keys(propertyType).map((key) => expect(arr[1]).toHaveProperty(key, propertyType[key]))
177
+ expect(arr).toHaveLength(2)
178
+ })
179
+
180
+ it('returns correct fields for Mortgage', () => {
181
+ const arr = AccountFieldsUtils.getAccountDetailFields(
182
+ accounts[9],
183
+ globalCopy.experiences.accounts,
184
+ )
185
+
186
+ Object.keys(accountName).map((key) => expect(arr[0]).toHaveProperty(key, accountName[key]))
187
+ Object.keys(interestRate).map((key) => expect(arr[1]).toHaveProperty(key, interestRate[key]))
188
+ Object.keys(minimumPayment).map((key) =>
189
+ expect(arr[2]).toHaveProperty(key, minimumPayment[key]),
190
+ )
191
+ Object.keys(dayPaymentIsDue).map((key) =>
192
+ expect(arr[3]).toHaveProperty(key, dayPaymentIsDue[key]),
193
+ )
194
+ Object.keys(originalBalance).map((key) =>
195
+ expect(arr[4]).toHaveProperty(key, originalBalance[key]),
196
+ )
197
+ expect(arr).toHaveLength(5)
198
+ })
199
+
200
+ it('returns correct fields for Manual account', () => {
201
+ const arr = AccountFieldsUtils.getAccountDetailFields(
202
+ accounts[10],
203
+ globalCopy.experiences.accounts,
204
+ )
205
+
206
+ Object.keys(accountBalance).map((key) =>
207
+ expect(arr[0]).toHaveProperty(key, accountBalance[key]),
208
+ )
209
+ Object.keys(accountName).map((key) => expect(arr[1]).toHaveProperty(key, accountName[key]))
210
+ Object.keys(accountType).map((key) => expect(arr[2]).toHaveProperty(key, accountType[key]))
211
+ Object.keys(interestRate).map((key) => expect(arr[3]).toHaveProperty(key, interestRate[key]))
212
+
213
+ expect(arr).toHaveLength(4)
214
+ })
215
+ })
@@ -0,0 +1,104 @@
1
+ import { describe, expect, it } from 'vitest'
2
+
3
+ import * as AccountsUtils from '../Accounts'
4
+
5
+ const any = { account_type: 0 }
6
+ const checking = { account_type: 1 }
7
+ const savings = { account_type: 2 }
8
+ const loan = { account_type: 3 }
9
+ const creditCard = { account_type: 4 }
10
+ const investment = { account_type: 5 }
11
+ const lineOfCredit = { account_type: 6 }
12
+ const mortgage = { account_type: 7 }
13
+ const property = { account_type: 8 }
14
+ const cash = { account_type: 9 }
15
+ const insurance = { account_type: 10 }
16
+ const prepaid = { account_type: 11 }
17
+ const checkingLineOfCredit = { account_type: 12 }
18
+ const digitalWallet = { account_type: 13 }
19
+
20
+ describe('isAccountLiability', () => {
21
+ it('returns the correct boolean based on the account type', () => {
22
+ expect(AccountsUtils.isAccountLiability(any)).toBeFalsy()
23
+ expect(AccountsUtils.isAccountLiability(checking)).toBeFalsy()
24
+ expect(AccountsUtils.isAccountLiability(savings)).toBeFalsy()
25
+ expect(AccountsUtils.isAccountLiability(loan)).toBeTruthy()
26
+ expect(AccountsUtils.isAccountLiability(creditCard)).toBeTruthy()
27
+ expect(AccountsUtils.isAccountLiability(investment)).toBeFalsy()
28
+ expect(AccountsUtils.isAccountLiability(lineOfCredit)).toBeTruthy()
29
+ expect(AccountsUtils.isAccountLiability(mortgage)).toBeTruthy()
30
+ expect(AccountsUtils.isAccountLiability(property)).toBeFalsy()
31
+ expect(AccountsUtils.isAccountLiability(cash)).toBeFalsy()
32
+ expect(AccountsUtils.isAccountLiability(insurance)).toBeFalsy()
33
+ expect(AccountsUtils.isAccountLiability(prepaid)).toBeFalsy()
34
+ expect(AccountsUtils.isAccountLiability(checkingLineOfCredit)).toBeTruthy()
35
+ expect(AccountsUtils.isAccountLiability(digitalWallet)).toBeFalsy()
36
+ })
37
+ })
38
+
39
+ describe('isManual', () => {
40
+ it('returns true if account is manual or does not have account guid', () => {
41
+ expect(AccountsUtils.isManual({ is_manual: true, guid: 'ACT-001' })).toBeTruthy()
42
+ expect(AccountsUtils.isManual({ is_manual: false, guid: undefined })).toBeTruthy()
43
+ })
44
+ it('returns false otherwise', () => {
45
+ expect(AccountsUtils.isManual({ is_manual: false, guid: 'ACT-001' })).toBeFalsy()
46
+ })
47
+ })
48
+
49
+ describe('usesCreditLimitField', () => {
50
+ it('returns the correct boolean based on account type', () => {
51
+ expect(AccountsUtils.usesCreditLimitField(any)).toBeFalsy()
52
+ expect(AccountsUtils.usesCreditLimitField(checking)).toBeFalsy()
53
+ expect(AccountsUtils.usesCreditLimitField(savings)).toBeFalsy()
54
+ expect(AccountsUtils.usesCreditLimitField(loan)).toBeFalsy()
55
+ expect(AccountsUtils.usesCreditLimitField(creditCard)).toBeTruthy()
56
+ expect(AccountsUtils.usesCreditLimitField(investment)).toBeFalsy()
57
+ expect(AccountsUtils.usesCreditLimitField(lineOfCredit)).toBeTruthy()
58
+ expect(AccountsUtils.usesCreditLimitField(mortgage)).toBeFalsy()
59
+ expect(AccountsUtils.usesCreditLimitField(property)).toBeFalsy()
60
+ expect(AccountsUtils.usesCreditLimitField(cash)).toBeFalsy()
61
+ expect(AccountsUtils.usesCreditLimitField(insurance)).toBeFalsy()
62
+ expect(AccountsUtils.usesCreditLimitField(prepaid)).toBeFalsy()
63
+ expect(AccountsUtils.usesCreditLimitField(checkingLineOfCredit)).toBeTruthy()
64
+ expect(AccountsUtils.usesCreditLimitField(digitalWallet)).toBeFalsy()
65
+ })
66
+ })
67
+
68
+ describe('usesInterestRateField', () => {
69
+ it('returns the correct boolean based on account type', () => {
70
+ expect(AccountsUtils.usesInterestRateField(any)).toBeFalsy()
71
+ expect(AccountsUtils.usesInterestRateField(checking)).toBeTruthy()
72
+ expect(AccountsUtils.usesInterestRateField(savings)).toBeTruthy()
73
+ expect(AccountsUtils.usesInterestRateField(loan)).toBeTruthy()
74
+ expect(AccountsUtils.usesInterestRateField(creditCard)).toBeTruthy()
75
+ expect(AccountsUtils.usesInterestRateField(investment)).toBeFalsy()
76
+ expect(AccountsUtils.usesInterestRateField(lineOfCredit)).toBeTruthy()
77
+ expect(AccountsUtils.usesInterestRateField(mortgage)).toBeTruthy()
78
+ expect(AccountsUtils.usesInterestRateField(property)).toBeFalsy()
79
+ expect(AccountsUtils.usesInterestRateField(cash)).toBeFalsy()
80
+ expect(AccountsUtils.usesInterestRateField(insurance)).toBeFalsy()
81
+ expect(AccountsUtils.usesInterestRateField(prepaid)).toBeFalsy()
82
+ expect(AccountsUtils.usesInterestRateField(checkingLineOfCredit)).toBeFalsy()
83
+ expect(AccountsUtils.usesInterestRateField(digitalWallet)).toBeFalsy()
84
+ })
85
+ })
86
+
87
+ describe('usesOriginalBalanceField', () => {
88
+ it('returns the correct boolean based on account type', () => {
89
+ expect(AccountsUtils.usesOriginalBalanceField(any)).toBeFalsy()
90
+ expect(AccountsUtils.usesOriginalBalanceField(checking)).toBeFalsy()
91
+ expect(AccountsUtils.usesOriginalBalanceField(savings)).toBeFalsy()
92
+ expect(AccountsUtils.usesOriginalBalanceField(loan)).toBeTruthy()
93
+ expect(AccountsUtils.usesOriginalBalanceField(creditCard)).toBeFalsy()
94
+ expect(AccountsUtils.usesOriginalBalanceField(investment)).toBeFalsy()
95
+ expect(AccountsUtils.usesOriginalBalanceField(lineOfCredit)).toBeFalsy()
96
+ expect(AccountsUtils.usesOriginalBalanceField(mortgage)).toBeTruthy()
97
+ expect(AccountsUtils.usesOriginalBalanceField(property)).toBeFalsy()
98
+ expect(AccountsUtils.usesOriginalBalanceField(cash)).toBeFalsy()
99
+ expect(AccountsUtils.usesOriginalBalanceField(insurance)).toBeFalsy()
100
+ expect(AccountsUtils.usesOriginalBalanceField(prepaid)).toBeFalsy()
101
+ expect(AccountsUtils.usesOriginalBalanceField(checkingLineOfCredit)).toBeFalsy()
102
+ expect(AccountsUtils.usesOriginalBalanceField(digitalWallet)).toBeFalsy()
103
+ })
104
+ })
@@ -0,0 +1,198 @@
1
+ import { fromUnixTime } from 'date-fns/fromUnixTime'
2
+ import { isToday } from 'date-fns/isToday'
3
+ import { isYesterday } from 'date-fns/isYesterday'
4
+
5
+ import {
6
+ ConnectCopy,
7
+ ConnectionStatusEnums,
8
+ DATE_FORMATS_INTL,
9
+ buildDynamicCopy,
10
+ formatDate,
11
+ type Member,
12
+ } from '../../common'
13
+
14
+ export interface ConnectionMessageObject {
15
+ cta?: string
16
+ main: string
17
+ statusName: string
18
+ title: string
19
+ }
20
+
21
+ export const getConnectionMessages: any = (member: Member, copy: ConnectCopy) => {
22
+ const { connection_messages } = copy
23
+
24
+ switch (member.connection_status) {
25
+ case ConnectionStatusEnums.CHALLENGED: {
26
+ return {
27
+ cta: connection_messages.challenged_cta,
28
+ main: buildDynamicCopy(
29
+ connection_messages.challenged_connection_description,
30
+ member.name,
31
+ ) as string,
32
+ statusName: copy.connection_statuses[member.connection_status],
33
+ title: connection_messages.challenged_connection_title,
34
+ }
35
+ }
36
+ case ConnectionStatusEnums.CLOSED: {
37
+ return {
38
+ main: connection_messages.closed_connection_description,
39
+ statusName: copy.connection_statuses[member.connection_status],
40
+ title: connection_messages.closed_connection_title,
41
+ }
42
+ }
43
+ case ConnectionStatusEnums.DEGRADED: {
44
+ return {
45
+ main: connection_messages.degraded_connection_description,
46
+ statusName: copy.connection_statuses[member.connection_status],
47
+ title: connection_messages.degraded_connection_title,
48
+ }
49
+ }
50
+ case ConnectionStatusEnums.DELAYED: {
51
+ return {
52
+ main: buildDynamicCopy(
53
+ connection_messages.delayed_connection_description,
54
+ member.name,
55
+ ) as string,
56
+ statusName: copy.connection_statuses[member.connection_status],
57
+ title: connection_messages.delayed_connection_title,
58
+ }
59
+ }
60
+ case ConnectionStatusEnums.DENIED: {
61
+ return {
62
+ cta: connection_messages.denied_cta,
63
+ main: buildDynamicCopy(
64
+ connection_messages.denied_connection_description,
65
+ member.name,
66
+ ) as string,
67
+ statusName: copy.connection_statuses[member.connection_status],
68
+ title: connection_messages.denied_connection_title,
69
+ }
70
+ }
71
+ case ConnectionStatusEnums.DISABLED: {
72
+ return {
73
+ main: connection_messages.disabled_connection_description,
74
+ statusName: copy.connection_statuses[member.connection_status],
75
+ title: connection_messages.disabled_connection_title,
76
+ }
77
+ }
78
+ case ConnectionStatusEnums.DISCONNECTED: {
79
+ return {
80
+ main: buildDynamicCopy(
81
+ connection_messages.disconnected_connection_description,
82
+ member.name,
83
+ ) as string,
84
+ statusName: copy.connection_statuses[member.connection_status],
85
+ title: connection_messages.disconnected_connection_title,
86
+ }
87
+ }
88
+ case ConnectionStatusEnums.DISCONTINUED: {
89
+ return {
90
+ main: connection_messages.discontinued_connection_description,
91
+ statusName: copy.connection_statuses[member.connection_status],
92
+ title: connection_messages.discontinued_connection_title,
93
+ }
94
+ }
95
+ case ConnectionStatusEnums.EXPIRED: {
96
+ return {
97
+ cta: connection_messages.expired_cta,
98
+ main: connection_messages.expired_connection_description,
99
+ statusName: copy.connection_statuses[member.connection_status],
100
+ title: connection_messages.expired_connection_title,
101
+ }
102
+ }
103
+ case ConnectionStatusEnums.FAILED: {
104
+ return {
105
+ main: buildDynamicCopy(
106
+ connection_messages.failed_connection_description,
107
+ member.name,
108
+ ) as string,
109
+ statusName: copy.connection_statuses[member.connection_status],
110
+ title: connection_messages.failed_connection_title,
111
+ }
112
+ }
113
+ case ConnectionStatusEnums.IMPAIRED: {
114
+ return {
115
+ cta: connection_messages.impaired_cta,
116
+ main: buildDynamicCopy(
117
+ connection_messages.impaired_connection_description,
118
+ member.name,
119
+ ) as string,
120
+ statusName: copy.connection_statuses[member.connection_status],
121
+ title: connection_messages.impaired_connection_title,
122
+ }
123
+ }
124
+ case ConnectionStatusEnums.IMPEDED: {
125
+ return {
126
+ main: buildDynamicCopy(
127
+ connection_messages.impeded_connection_description,
128
+ member.name,
129
+ member.name,
130
+ ) as string,
131
+ statusName: copy.connection_statuses[member.connection_status],
132
+ title: connection_messages.impeded_connection_title,
133
+ }
134
+ }
135
+ case ConnectionStatusEnums.IMPORTED: {
136
+ return {
137
+ cta: connection_messages.imported_cta,
138
+ main: buildDynamicCopy(
139
+ connection_messages.imported_connection_description,
140
+ member.name,
141
+ ) as string,
142
+ statusName: copy.connection_statuses[member.connection_status],
143
+ title: connection_messages.imported_connection_title,
144
+ }
145
+ }
146
+ case ConnectionStatusEnums.LOCKED: {
147
+ return {
148
+ cta: connection_messages.locked_cta,
149
+ main: buildDynamicCopy(
150
+ connection_messages.locked_connection_description,
151
+ member.name,
152
+ ) as string,
153
+ statusName: copy.connection_statuses[member.connection_status],
154
+ title: connection_messages.locked_connection_title,
155
+ }
156
+ }
157
+ case ConnectionStatusEnums.PREVENTED: {
158
+ return {
159
+ cta: connection_messages.prevented_cta,
160
+ main: connection_messages.prevented_connection_description,
161
+ statusName: copy.connection_statuses[member.connection_status],
162
+ title: connection_messages.prevented_connection_title,
163
+ }
164
+ }
165
+ case ConnectionStatusEnums.REJECTED: {
166
+ return {
167
+ cta: connection_messages.rejected_cta,
168
+ main: connection_messages.rejected_connection_description,
169
+ statusName: copy.connection_statuses[member.connection_status],
170
+ title: connection_messages.rejected_connection_title,
171
+ }
172
+ }
173
+ default: {
174
+ const lastUpdatedCopy = () => {
175
+ const lastUpdated = member.successfully_aggregated_at
176
+ ? fromUnixTime(member.successfully_aggregated_at)
177
+ : undefined
178
+ const lastUpdatedFormattedTime =
179
+ lastUpdated && formatDate(lastUpdated, DATE_FORMATS_INTL.TIME_STAMP_HOUR_MINUTE)
180
+
181
+ if (!lastUpdatedFormattedTime) return undefined
182
+ if (isToday(lastUpdated))
183
+ return buildDynamicCopy(copy.last_updated_at, copy.today, lastUpdatedFormattedTime)
184
+ if (isYesterday(lastUpdated))
185
+ return buildDynamicCopy(copy.last_updated_at, copy.yesterday, lastUpdatedFormattedTime)
186
+ return buildDynamicCopy(
187
+ copy.last_updated_at,
188
+ formatDate(lastUpdated, DATE_FORMATS_INTL.MONTH_DAY_YEAR),
189
+ lastUpdatedFormattedTime,
190
+ )
191
+ }
192
+ return {
193
+ statusName: copy.connection_statuses[6], // Connected
194
+ title: lastUpdatedCopy(),
195
+ }
196
+ }
197
+ }
198
+ }
@@ -0,0 +1 @@
1
+ export { isAccountLiability, usesInterestRateField, usesOriginalBalanceField } from './Accounts'
@@ -0,0 +1,57 @@
1
+ import React from 'react'
2
+ import { observer } from 'mobx-react-lite'
3
+
4
+ import Box from '@mui/material/Box'
5
+ import Stack from '@mui/material/Stack'
6
+ import useTheme from '@mui/material/styles/useTheme'
7
+
8
+ import { Text } from '@kyper/mui'
9
+
10
+ import {
11
+ MiniWidgetContainer,
12
+ MiniWidgetProps,
13
+ formatCurrency,
14
+ useBudgetsStore,
15
+ useGlobalCopyStore,
16
+ } from '../common'
17
+
18
+ import { useGetBudgetDifference } from './utils/BudgetUtil'
19
+ import { BubbleBudgets } from './components/BubbleBudgets'
20
+
21
+ const BubbleBudgetsMiniWidget = (props: MiniWidgetProps) => {
22
+ const theme = useTheme()
23
+
24
+ const { budgets, loadBudgets, setTheme } = useBudgetsStore()
25
+ const { budgets: budgetsCopy } = useGlobalCopyStore()
26
+ const difference = useGetBudgetDifference()
27
+ const shouldShowZeroState = budgets.length === 0
28
+
29
+ React.useEffect(() => {
30
+ setTheme(theme)
31
+ loadBudgets().finally()
32
+ }, [])
33
+
34
+ return (
35
+ <MiniWidgetContainer
36
+ primaryCtaLabel={shouldShowZeroState ? budgetsCopy.get_started_cta : budgetsCopy.details_cta}
37
+ title={budgetsCopy.budgets_title}
38
+ {...props}
39
+ >
40
+ <Stack height={450} mt={32}>
41
+ <BubbleBudgets height={370} shouldShowZeroState={shouldShowZeroState} />
42
+ {!shouldShowZeroState && (
43
+ <Box ml={16}>
44
+ <Text bold={true} color={difference < 0 ? 'error.main' : 'success.main'}>
45
+ {formatCurrency(Math.abs(difference), '0,0')}
46
+ </Text>
47
+ <Text>
48
+ {difference < 0 ? budgetsCopy.overspent_in_budgets : budgetsCopy.left_in_budgets}
49
+ </Text>
50
+ </Box>
51
+ )}
52
+ </Stack>
53
+ </MiniWidgetContainer>
54
+ )
55
+ }
56
+
57
+ export default observer(BubbleBudgetsMiniWidget)