@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.
- package/CHANGELOG.md +4 -0
- package/dist/debts/components/SnowballCard.d.ts +3 -1
- package/dist/debts/components/SnowballDrawer.d.ts +9 -0
- package/dist/index.es.js +3905 -3522
- package/dist/index.es.js.map +1 -1
- package/package.json +23 -3
- package/src/accounts/AccountsMiniWidget.tsx +62 -0
- package/src/accounts/AccountsWidget.tsx +93 -0
- package/src/accounts/ConnectMiniWidget.tsx +36 -0
- package/src/accounts/__tests__/Accounts.test.tsx +561 -0
- package/src/accounts/api/AccountApi.ts +74 -0
- package/src/accounts/api/__mocks__/AccountApi.ts +46 -0
- package/src/accounts/components/AccountListItem.tsx +102 -0
- package/src/accounts/components/AccountsList.tsx +133 -0
- package/src/accounts/components/ConnectImage.tsx +314 -0
- package/src/accounts/components/ConnectMiniWidgetCard.tsx +41 -0
- package/src/accounts/components/ConnectStatus.tsx +44 -0
- package/src/accounts/components/ConnectionStatusIcons.tsx +26 -0
- package/src/accounts/components/ConnectionsDrawer.tsx +84 -0
- package/src/accounts/components/detailsdrawer/Accounts/AccountActions.tsx +177 -0
- package/src/accounts/components/detailsdrawer/Accounts/AccountActionsRow.tsx +33 -0
- package/src/accounts/components/detailsdrawer/Accounts/AccountConnection.tsx +139 -0
- package/src/accounts/components/detailsdrawer/Accounts/AccountDetailEdit.tsx +162 -0
- package/src/accounts/components/detailsdrawer/Accounts/AccountDetails.tsx +98 -0
- package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsChart.tsx +63 -0
- package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsContent.tsx +52 -0
- package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsHeader.tsx +71 -0
- package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsTab.tsx +25 -0
- package/src/accounts/components/detailsdrawer/Accounts/ConnectionErrorMessage.tsx +99 -0
- package/src/accounts/components/detailsdrawer/Transactions/TransactionsTab.tsx +51 -0
- package/src/accounts/constants/Accounts.ts +11 -0
- package/src/accounts/hooks/useGetMergeableAccounts.tsx +13 -0
- package/src/accounts/hooks/useUiStore.ts +12 -0
- package/src/accounts/index.ts +8 -0
- package/src/accounts/stores/AccountStore.ts +220 -0
- package/src/accounts/stores/UiStore.ts +18 -0
- package/src/accounts/stores/__tests__/AccountStore.test.ts +204 -0
- package/src/accounts/utils/AccountFields.tsx +248 -0
- package/src/accounts/utils/Accounts.ts +28 -0
- package/src/accounts/utils/__tests__/AccountFieldsUtils.test.tsx +215 -0
- package/src/accounts/utils/__tests__/AccountsUtils.test.tsx +104 -0
- package/src/accounts/utils/getConnectionMessages.tsx +198 -0
- package/src/accounts/utils/index.ts +1 -0
- package/src/budgets/BubbleBudgetsMiniWidget.tsx +57 -0
- package/src/budgets/BubbleBudgetsWidget.tsx +154 -0
- package/src/budgets/__tests__/BubbleBudgetsWidget.test.tsx +40 -0
- package/src/budgets/__tests__/BudgetList.test.tsx +38 -0
- package/src/budgets/__tests__/BudgetsStore.test.tsx +48 -0
- package/src/budgets/__tests__/Overview.test.tsx +38 -0
- package/src/budgets/api/BudgetsApi.ts +43 -0
- package/src/budgets/api/__mocks__/BudgetsApi.ts +7 -0
- package/src/budgets/components/AddBudgets.tsx +50 -0
- package/src/budgets/components/BubbleBudgets.tsx +73 -0
- package/src/budgets/components/BubbleChart.tsx +50 -0
- package/src/budgets/components/BudgetDetailsDrawer.tsx +134 -0
- package/src/budgets/components/BudgetList.tsx +50 -0
- package/src/budgets/components/Overview.tsx +156 -0
- package/src/budgets/components/ZeroState.tsx +23 -0
- package/src/budgets/components/addbudget/Header.tsx +59 -0
- package/src/budgets/components/addbudget/RecalculateBudgetRow.tsx +53 -0
- package/src/budgets/components/addbudget/RecalculateBudgets.tsx +69 -0
- package/src/budgets/components/addbudget/UnbudgetedRow.tsx +57 -0
- package/src/budgets/components/bubblechart/Bubble.tsx +148 -0
- package/src/budgets/components/bubblechart/Mercury.tsx +57 -0
- package/src/budgets/components/budgetdetails/AddSubBudget.tsx +111 -0
- package/src/budgets/components/budgetdetails/BudgetDetails.tsx +93 -0
- package/src/budgets/components/budgetdetails/Header.tsx +48 -0
- package/src/budgets/components/budgetdetails/SubBudgetList.tsx +148 -0
- package/src/budgets/components/budgetlist/BudgetRow.tsx +63 -0
- package/src/budgets/components/budgetlist/SubBudgetRow.tsx +64 -0
- package/src/budgets/components/budgetlist/SubBudgetZeroState.tsx +22 -0
- package/src/budgets/components/shared/BudgetAmount.tsx +54 -0
- package/src/budgets/index.ts +2 -0
- package/src/budgets/store/BudgetsStore.ts +183 -0
- package/src/budgets/utils/BubblesSVG.ts +142 -0
- package/src/budgets/utils/BudgetUtil.ts +140 -0
- package/src/cashflow/CashflowMiniWidget.tsx +25 -0
- package/src/cashflow/CashflowOnboarding.tsx +298 -0
- package/src/cashflow/CashflowWidget.tsx +111 -0
- package/src/cashflow/api/CashflowApi.ts +62 -0
- package/src/cashflow/api/__mocks__/CashflowApi.ts +15 -0
- package/src/cashflow/components/CashflowAmountHeading.tsx +46 -0
- package/src/cashflow/components/CashflowContent.tsx +63 -0
- package/src/cashflow/components/CashflowHeading.tsx +172 -0
- package/src/cashflow/components/CashflowWidgetContent.tsx +225 -0
- package/src/cashflow/components/DetailsExpenseHeader.tsx +47 -0
- package/src/cashflow/components/DetailsExpenseRow.tsx +46 -0
- package/src/cashflow/components/DetailsFooter.tsx +28 -0
- package/src/cashflow/components/DetailsTab.tsx +128 -0
- package/src/cashflow/components/RemainingCash.tsx +44 -0
- package/src/cashflow/components/SummaryTab.tsx +247 -0
- package/src/cashflow/components/onboarding/StepOne.tsx +90 -0
- package/src/cashflow/components/onboarding/StepTwo.tsx +23 -0
- package/src/cashflow/context/hooks.tsx +12 -0
- package/src/cashflow/images/cashflow-onboarding.png +0 -0
- package/src/cashflow/images/loading-animation.gif +0 -0
- package/src/cashflow/index.ts +5 -0
- package/src/cashflow/stores/CashflowStore.ts +26 -0
- package/src/cashflow/stores/UiStore.ts +48 -0
- package/src/cashflow/stores/__tests__/CashflowStore.test.ts +16 -0
- package/src/cashflow/util/Filters.ts +15 -0
- package/src/categories/components/CategoryList.tsx +64 -0
- package/src/categories/components/CategoryRow.tsx +68 -0
- package/src/categories/components/CategorySelector.tsx +80 -0
- package/src/categories/components/CategorySelectorDrawer.tsx +41 -0
- package/src/categories/components/CustomCategories/AddSubcategory.tsx +65 -0
- package/src/categories/components/CustomCategories/CustomCategoryModal.tsx +99 -0
- package/src/categories/components/CustomCategories/DeleteSubcategory.tsx +49 -0
- package/src/categories/components/CustomCategories/RenameSubcategory.tsx +48 -0
- package/src/categories/components/CustomCategories/index.ts +4 -0
- package/src/categories/components/SubcategoryList.tsx +47 -0
- package/src/categories/components/SubcategoryRow.tsx +123 -0
- package/src/categories/constants/Analytics.ts +89 -0
- package/src/categories/constants/OnClickEvents.ts +13 -0
- package/src/categories/context/hooks.ts +12 -0
- package/src/categories/index.ts +5 -0
- package/src/categories/stores/CategoryStore.ts +184 -0
- package/src/categories/stores/UiStore.ts +36 -0
- package/src/categories/stores/__tests__/CategoryStore.test.ts +54 -0
- package/src/categories/util/CategoryUtil.ts +136 -0
- package/src/common/api/AnalyticsApi.ts +49 -0
- package/src/common/api/BeatApi.ts +32 -0
- package/src/common/api/CategoryApi.ts +52 -0
- package/src/common/api/GlobalCopyApi.ts +17 -0
- package/src/common/api/LocalizedCopyApi.ts +21 -0
- package/src/common/api/NotificationApi.ts +40 -0
- package/src/common/api/ScheduledPaymentsApi.ts +37 -0
- package/src/common/api/UserApi.ts +23 -0
- package/src/common/api/WidgetApi.ts +15 -0
- package/src/common/api/__mocks__/BeatApi.ts +8 -0
- package/src/common/api/__mocks__/CategoryApi.ts +15 -0
- package/src/common/api/__mocks__/GlobalCopyApi.ts +7 -0
- package/src/common/api/__mocks__/NotificationApi.ts +11 -0
- package/src/common/api/__mocks__/ScheduledPaymentsApi.ts +7 -0
- package/src/common/api/__mocks__/UserApi.ts +9 -0
- package/src/common/api/__mocks__/WidgetApi.ts +11 -0
- package/src/common/api/index.ts +9 -0
- package/src/common/components/ConnectDrawer.tsx +87 -0
- package/src/common/components/CurrencyInput.tsx +147 -0
- package/src/common/components/CurrencyText.tsx +44 -0
- package/src/common/components/DataRow.tsx +52 -0
- package/src/common/components/IconBacking.tsx +41 -0
- package/src/common/components/InformationTooltip.tsx +52 -0
- package/src/common/components/ListItemWrapper.tsx +49 -0
- package/src/common/components/Loader.tsx +24 -0
- package/src/common/components/MiniWidgetContainer.tsx +64 -0
- package/src/common/components/ResponsiveButton.tsx +65 -0
- package/src/common/components/SearchBox.tsx +64 -0
- package/src/common/components/SelectionBox.tsx +64 -0
- package/src/common/components/SubheaderRow.tsx +22 -0
- package/src/common/components/TabContentContainer.tsx +28 -0
- package/src/common/components/WidgetContainer.tsx +239 -0
- package/src/common/components/accountfilter/AccountFilter.tsx +133 -0
- package/src/common/components/accountfilter/AccountFilterOptions.tsx +263 -0
- package/src/common/components/accountfilter/index.ts +1 -0
- package/src/common/components/barchart/Bar.tsx +123 -0
- package/src/common/components/barchart/BarChart.tsx +136 -0
- package/src/common/components/barchart/BarColumn.tsx +150 -0
- package/src/common/components/barchart/Legend.tsx +60 -0
- package/src/common/components/barchart/Util.ts +54 -0
- package/src/common/components/barchart/__tests__/BarChart.test.tsx +46 -0
- package/src/common/components/barchart/index.ts +1 -0
- package/src/common/components/calendar/Calendar.tsx +223 -0
- package/src/common/components/calendar/Day.tsx +127 -0
- package/src/common/components/calendar/Header.tsx +58 -0
- package/src/common/components/calendar/__tests__/Calendar.test.tsx +50 -0
- package/src/common/components/calendar/index.ts +1 -0
- package/src/common/components/calendar/upcomingActivity/CalendarIcons.tsx +40 -0
- package/src/common/components/charts/Donut.tsx +82 -0
- package/src/common/components/charts/LineChart.tsx +204 -0
- package/src/common/components/charts/StackedLineChart.tsx +292 -0
- package/src/common/components/charts/StatusBar.tsx +41 -0
- package/src/common/components/charts/index.ts +4 -0
- package/src/common/components/charts/linechart/CustomLegend.tsx +49 -0
- package/src/common/components/charts/linechart/CustomLine.tsx +31 -0
- package/src/common/components/charts/linechart/CustomMark.tsx +68 -0
- package/src/common/components/charts/stackedlinechart/CategoryIconLabel.tsx +29 -0
- package/src/common/components/charts/stackedlinechart/CustomAreaTooltip.tsx +115 -0
- package/src/common/components/charts/stackedlinechart/CustomLegend.tsx +73 -0
- package/src/common/components/charts/stackedlinechart/CustomPointTooltip.tsx +41 -0
- package/src/common/components/charts/stackedlinechart/utils.ts +13 -0
- package/src/common/components/daterangeselector/DateRangeSelector.tsx +383 -0
- package/src/common/components/daterangeselector/index.ts +1 -0
- package/src/common/components/dialog/Dialog.tsx +92 -0
- package/src/common/components/dialog/index.ts +1 -0
- package/src/common/components/donuts/MultiSegmentDonut.tsx +89 -0
- package/src/common/components/donuts/SingleSegmentDonut.tsx +75 -0
- package/src/common/components/donuts/index.ts +2 -0
- package/src/common/components/drawer/Drawer.tsx +97 -0
- package/src/common/components/drawer/Header.tsx +64 -0
- package/src/common/components/drawer/index.ts +1 -0
- package/src/common/components/index.ts +22 -0
- package/src/common/constants/Account.ts +30 -0
- package/src/common/constants/Analytics.ts +70 -0
- package/src/common/constants/ApiEndpoints.ts +30 -0
- package/src/common/constants/Category.ts +302 -0
- package/src/common/constants/Connect.ts +2 -0
- package/src/common/constants/DateFormats.ts +122 -0
- package/src/common/constants/Donut.ts +2 -0
- package/src/common/constants/Numbers.ts +6 -0
- package/src/common/constants/ScheduledPayment.ts +21 -0
- package/src/common/constants/Sizes.ts +7 -0
- package/src/common/constants/SpendingPlan.ts +17 -0
- package/src/common/constants/Table.ts +13 -0
- package/src/common/constants/index.ts +21 -0
- package/src/common/context/GlobalDataProvider.tsx +31 -0
- package/src/common/context/WidgetContainerProvider.tsx +24 -0
- package/src/common/context/__mocks__/GlobalDataProvider.tsx +25 -0
- package/src/common/context/hooks.tsx +57 -0
- package/src/common/context/index.ts +22 -0
- package/src/common/hooks/__tests__/useDimensions.test.tsx +190 -0
- package/src/common/hooks/index.ts +3 -0
- package/src/common/hooks/useCombineEvents.tsx +53 -0
- package/src/common/hooks/useDimensions.tsx +78 -0
- package/src/common/hooks/usePrevious.tsx +10 -0
- package/src/common/hooks/useScreenSize.tsx +15 -0
- package/src/common/index.ts +23 -0
- package/src/common/stores/ConnectStore.ts +26 -0
- package/src/common/stores/GlobalCopyStore.ts +36 -0
- package/src/common/stores/GlobalStore.ts +83 -0
- package/src/common/stores/GlobalUiStore.ts +66 -0
- package/src/common/stores/UserStore.ts +45 -0
- package/src/common/stores/__tests__/GlobalCopyStore.test.ts +23 -0
- package/src/common/stores/__tests__/GlobalStore.test.ts +24 -0
- package/src/common/stores/index.ts +3 -0
- package/src/common/types/Account.ts +406 -0
- package/src/common/types/Activity.ts +31 -0
- package/src/common/types/Analytics.ts +70 -0
- package/src/common/types/Beat.ts +71 -0
- package/src/common/types/Budget.ts +29 -0
- package/src/common/types/Cashflow.ts +110 -0
- package/src/common/types/Category.ts +68 -0
- package/src/common/types/Date.ts +2 -0
- package/src/common/types/Debt.ts +19 -0
- package/src/common/types/Expense.ts +20 -0
- package/src/common/types/Global.ts +13 -0
- package/src/common/types/GlobalCopy.ts +37 -0
- package/src/common/types/Goal.ts +59 -0
- package/src/common/types/Institution.ts +11 -0
- package/src/common/types/LocalizedContent.ts +9 -0
- package/src/common/types/Merchant.ts +6 -0
- package/src/common/types/Notification.ts +15 -0
- package/src/common/types/ScheduledPayment.ts +15 -0
- package/src/common/types/ScreenSize.tsx +4 -0
- package/src/common/types/SpendingPlan.ts +48 -0
- package/src/common/types/Transaction.ts +91 -0
- package/src/common/types/User.ts +20 -0
- package/src/common/types/Widgets.ts +11 -0
- package/src/common/types/index.ts +93 -0
- package/src/common/types/localization/AccountFilterCopy.ts +12 -0
- package/src/common/types/localization/AccountTypeCopy.ts +16 -0
- package/src/common/types/localization/AccountsCopy.ts +113 -0
- package/src/common/types/localization/BudgetsCopy.ts +52 -0
- package/src/common/types/localization/CashflowCopy.ts +77 -0
- package/src/common/types/localization/CategoryCopy.ts +18 -0
- package/src/common/types/localization/CommonCopy.ts +30 -0
- package/src/common/types/localization/ConnectCopy.ts +74 -0
- package/src/common/types/localization/CurrencyInputCopy.ts +6 -0
- package/src/common/types/localization/DateRangePickerCopy.ts +23 -0
- package/src/common/types/localization/GoalsCopy.ts +37 -0
- package/src/common/types/localization/InsightsFeedCopy.ts +26 -0
- package/src/common/types/localization/MicroInsightsCopy.ts +28 -0
- package/src/common/types/localization/NetWorthCopy.ts +14 -0
- package/src/common/types/localization/NotificationsCopy.ts +7 -0
- package/src/common/types/localization/RecurringCopy.ts +76 -0
- package/src/common/types/localization/SpendingCopy.ts +16 -0
- package/src/common/types/localization/TransactionsCopy.ts +81 -0
- package/src/common/types/localization/TrendsCopy.ts +10 -0
- package/src/common/types/localization/index.ts +19 -0
- package/src/common/utils/AccountFilter.ts +45 -0
- package/src/common/utils/Analytics.ts +51 -0
- package/src/common/utils/Categories.ts +75 -0
- package/src/common/utils/DateUtil.ts +67 -0
- package/src/common/utils/Fetch.ts +115 -0
- package/src/common/utils/Localization.ts +67 -0
- package/src/common/utils/NumberFormatting.ts +65 -0
- package/src/common/utils/__tests__/Fetch.test.tsx +34 -0
- package/src/common/utils/index.ts +18 -0
- package/src/dashboard/Dashboard.tsx +92 -0
- package/src/dashboard/Greeting.tsx +75 -0
- package/src/dashboard/__tests__/Dashboard.test.tsx +84 -0
- package/src/dashboard/constants/Dashboard.ts +4 -0
- package/src/dashboard/index.ts +3 -0
- package/src/dashboard/types/DashboardTypes.ts +9 -0
- package/src/debts/DebtsWidget.tsx +90 -0
- package/src/debts/components/DebtsChart.tsx +190 -0
- package/src/debts/components/DebtsTable.tsx +209 -0
- package/src/debts/components/SnowballCard.tsx +70 -0
- package/src/debts/components/SnowballDrawer.tsx +384 -0
- package/src/debts/components/debtstable/AccountCell.tsx +25 -0
- package/src/debts/components/debtstable/PriorityCell.tsx +46 -0
- package/src/debts/index.ts +4 -0
- package/src/debts/store/DebtsStore.ts +20 -0
- package/src/debts/utils/DebtStore.ts +75 -0
- package/src/debts/utils/DebtsWidget.ts +32 -0
- package/src/debts/utils/SnowballCard.tsx +48 -0
- package/src/goals/GoalsWidget.tsx +128 -0
- package/src/goals/api/GoalApi.ts +29 -0
- package/src/goals/components/GoalDetails.tsx +240 -0
- package/src/goals/components/GoalList.tsx +101 -0
- package/src/goals/components/GoalStatusCard.tsx +87 -0
- package/src/goals/components/TabTitle.tsx +21 -0
- package/src/goals/constants/CopyKeys.ts +29 -0
- package/src/goals/index.ts +2 -0
- package/src/goals/stores/GoalStore.ts +47 -0
- package/src/goals/util/GoalsUtil.ts +61 -0
- package/src/index.ts +17 -0
- package/src/insights/README.md +16 -0
- package/src/insights/contexts/ToastContext.tsx +62 -0
- package/src/insights/index.ts +5 -0
- package/src/insights/settings/SettingsDrawer.tsx +40 -0
- package/src/insights/settings/__tests__/SettingsDrawer.test.tsx +50 -0
- package/src/insights/settings/components/PulseSubheaderRow.tsx +34 -0
- package/src/insights/settings/components/SettingsItem.tsx +55 -0
- package/src/insights/settings/components/Toast.tsx +69 -0
- package/src/insights/settings/hiddeninsights/__tests__/HiddenInsightsDrawer.test.tsx +108 -0
- package/src/insights/settings/hiddeninsights/__tests__/SubCategoryDrawer.test.tsx +150 -0
- package/src/insights/settings/hiddeninsights/components/CategoryEmptyState.tsx +50 -0
- package/src/insights/settings/hiddeninsights/components/HiddenInsightsDrawer.tsx +222 -0
- package/src/insights/settings/hiddeninsights/components/HiddenInsightsDrawerWrapper.tsx +24 -0
- package/src/insights/settings/hiddeninsights/components/SubCategoryDrawer.tsx +256 -0
- package/src/insights/settings/hiddeninsights/images/no-insights.png +0 -0
- package/src/insights/settings/hiddeninsights/types/index.ts +74 -0
- package/src/insights/settings/manageaccounts/__tests__/AccountGroup.test.tsx +92 -0
- package/src/insights/settings/manageaccounts/__tests__/ManageAccountsDrawer.test.tsx +83 -0
- package/src/insights/settings/manageaccounts/components/AccountGroup.tsx +109 -0
- package/src/insights/settings/manageaccounts/components/ManageAccountsDrawer.tsx +63 -0
- package/src/insights/settings/manageaccounts/types/index.ts +13 -0
- package/src/insights/settings/types/index.ts +4 -0
- package/src/insights/store/BeatStore.ts +25 -0
- package/src/insights/utils/beatTemplateCategories.ts +103 -0
- package/src/merchants/api/MerchantApi.ts +33 -0
- package/src/merchants/components/MerchantLookup.tsx +117 -0
- package/src/merchants/index.ts +2 -0
- package/src/merchants/stores/MerchantStore.ts +42 -0
- package/src/microinsights/analytics.ts +31 -0
- package/src/microinsights/components/beatCard/BeatCard.tsx +124 -0
- package/src/microinsights/components/beaticons/BeatCategoryIcon.tsx +20 -0
- package/src/microinsights/components/beaticons/BeatIcon.tsx +45 -0
- package/src/microinsights/components/beaticons/BeatMerchantLogo.tsx +33 -0
- package/src/microinsights/components/beaticons/ChartFilledIcon.tsx +37 -0
- package/src/microinsights/components/beaticons/MonthlySpendComparisonIcon.tsx +30 -0
- package/src/microinsights/components/beaticons/ZeroStateIcon.tsx +558 -0
- package/src/microinsights/components/beaticons/index.tsx +7 -0
- package/src/microinsights/components/carouselheader/CarouselHeader.tsx +111 -0
- package/src/microinsights/components/insightsmicrowidget/InsightsMicroWidget.tsx +163 -0
- package/src/microinsights/components/microBeatCarousel/CarouselControls.tsx +99 -0
- package/src/microinsights/components/microBeatCarousel/MicroBeatCarousel.tsx +207 -0
- package/src/microinsights/components/microInsightCard/MicroInsightCard.tsx +173 -0
- package/src/microinsights/components/noRelevantInsightsCard/NoRelevantInsightsCard.tsx +89 -0
- package/src/microinsights/components/spinner/Spinner.tsx +21 -0
- package/src/microinsights/components/viewMoreMicroCard/ViewMoreMicroCard.tsx +101 -0
- package/src/microinsights/components/zeroStateCard/ZeroStateCard.tsx +62 -0
- package/src/microinsights/constants/Analytics.ts +192 -0
- package/src/microinsights/constants/App.ts +53 -0
- package/src/microinsights/constants/Insights.tsx +3 -0
- package/src/microinsights/constants/OnClickEvents.ts +3 -0
- package/src/microinsights/context/InsightsMicroWidgetDataProvider.tsx +24 -0
- package/src/microinsights/context/hooks.tsx +65 -0
- package/src/microinsights/index.ts +16 -0
- package/src/microinsights/interfaces.ts +28 -0
- package/src/microinsights/stores/AppStore.ts +34 -0
- package/src/microinsights/stores/CopyStore.ts +38 -0
- package/src/microinsights/stores/InsightsMicroWidgetStore.ts +61 -0
- package/src/microinsights/types/BeatUIComponent.ts +5 -0
- package/src/microinsights/utils/DataSeries.ts +20 -0
- package/src/networth/NetWorthWidget.tsx +171 -0
- package/src/networth/__tests__/AssetsLiabilitiesDetail.test.tsx +94 -0
- package/src/networth/__tests__/NetWorthChart.test.tsx +31 -0
- package/src/networth/__tests__/NetWorthList.test.tsx +33 -0
- package/src/networth/components/AssetsLiabilitiesDetail.tsx +146 -0
- package/src/networth/components/GainsLossesDetail.tsx +110 -0
- package/src/networth/components/NetWorthChange.tsx +51 -0
- package/src/networth/components/NetWorthChart.tsx +71 -0
- package/src/networth/components/NetWorthList.tsx +91 -0
- package/src/networth/components/NetWorthListItem.tsx +72 -0
- package/src/networth/components/NetWorthSummary.tsx +36 -0
- package/src/networth/index.ts +5 -0
- package/src/networth/stores/NetWorthStore.ts +99 -0
- package/src/networth/stores/__tests__/NetWorthStore.test.ts +32 -0
- package/src/networth/types/NetWorth.ts +59 -0
- package/src/networth/utils/NetWorthUtils.ts +177 -0
- package/src/networth/utils/__tests__/NetWorthUtils.test.ts +198 -0
- package/src/notifications/__tests__/NotificationList.test.tsx +67 -0
- package/src/notifications/components/DateRow.tsx +21 -0
- package/src/notifications/components/NotificationBadge.tsx +51 -0
- package/src/notifications/components/NotificationCard.tsx +63 -0
- package/src/notifications/components/NotificationList.tsx +65 -0
- package/src/notifications/constants/NotificationConstants.ts +104 -0
- package/src/notifications/index.ts +3 -0
- package/src/notifications/stores/NotificationStore.ts +62 -0
- package/src/notifications/utils/NotificationUtils.ts +21 -0
- package/src/recurringactivity/RecurringActivityMiniWidget.tsx +45 -0
- package/src/recurringactivity/RecurringActivityWidget.tsx +89 -0
- package/src/recurringactivity/__tests__/BuildActivities.test.ts +30 -0
- package/src/recurringactivity/__tests__/BuildNewActivity.test.ts +59 -0
- package/src/recurringactivity/__tests__/RecurringActivityWidget.test.tsx +33 -0
- package/src/recurringactivity/components/ActivityBadges.tsx +40 -0
- package/src/recurringactivity/components/ActivityDetails.tsx +196 -0
- package/src/recurringactivity/components/ActivityList.tsx +141 -0
- package/src/recurringactivity/components/ActivityRow.tsx +161 -0
- package/src/recurringactivity/components/ActivityStatus.tsx +82 -0
- package/src/recurringactivity/components/MiniWidgetContent.tsx +61 -0
- package/src/recurringactivity/components/RecurringActivity.tsx +165 -0
- package/src/recurringactivity/components/actions/FrequencyAction.tsx +130 -0
- package/src/recurringactivity/components/actions/PaymentDateAction.tsx +99 -0
- package/src/recurringactivity/components/activitycalendar/ActivityCalendar.tsx +100 -0
- package/src/recurringactivity/components/activitycalendar/ActivityDay.tsx +88 -0
- package/src/recurringactivity/components/activitycalendar/Legend.tsx +42 -0
- package/src/recurringactivity/components/shared/ActivitySettings.tsx +43 -0
- package/src/recurringactivity/components/shared/activitysettings/AddActivity.tsx +175 -0
- package/src/recurringactivity/components/shared/activitysettings/AddActivityDetails.tsx +148 -0
- package/src/recurringactivity/components/shared/activitysettings/ManageExpenses.tsx +84 -0
- package/src/recurringactivity/components/shared/activitysettings/ManageIncome.tsx +102 -0
- package/src/recurringactivity/components/shared/activitysettings/SelectTransaction.tsx +45 -0
- package/src/recurringactivity/index.ts +5 -0
- package/src/recurringactivity/stores/RecurringActivityStore.ts +312 -0
- package/src/recurringactivity/util/RecurringActivityUtils.ts +40 -0
- package/src/recurringactivity/util/buildActivities.ts +334 -0
- package/src/recurringactivity/util/buildNewActivity.ts +111 -0
- package/src/recurringactivity/util/getRecurrence.ts +50 -0
- package/src/recurringactivity/util/getStatus.ts +32 -0
- package/src/recurringactivity/util/updateActivity.ts +66 -0
- package/src/spending/SpendingMiniWidget.tsx +23 -0
- package/src/spending/SpendingWidget.tsx +71 -0
- package/src/spending/__tests__/MiniSpendingChart.test.tsx +43 -0
- package/src/spending/__tests__/SpendingData.test.ts +38 -0
- package/src/spending/__tests__/SpendingMiniWidget.test.tsx +49 -0
- package/src/spending/__tests__/SpendingWidget.test.tsx +49 -0
- package/src/spending/components/MiniSpendingChart.tsx +125 -0
- package/src/spending/components/Spending.tsx +175 -0
- package/src/spending/components/SpendingChart.tsx +74 -0
- package/src/spending/components/SpendingDonut.tsx +125 -0
- package/src/spending/components/SpendingLegend.tsx +41 -0
- package/src/spending/components/SpendingList.tsx +112 -0
- package/src/spending/components/SpendingTabLabel.tsx +25 -0
- package/src/spending/index.ts +2 -0
- package/src/spending/utils/SpendingData.ts +196 -0
- package/src/transactions/TransactionWidget.tsx +319 -0
- package/src/transactions/analytics.ts +12 -0
- package/src/transactions/api/TransactionApi.ts +204 -0
- package/src/transactions/api/__mocks__/TransactionApi.ts +20 -0
- package/src/transactions/components/shared/TransactionDetails.tsx +140 -0
- package/src/transactions/components/shared/TransactionList.tsx +124 -0
- package/src/transactions/components/shared/TransactionTable.tsx +123 -0
- package/src/transactions/components/shared/transactiondetails/Description.tsx +97 -0
- package/src/transactions/components/shared/transactiondetails/FlagTransaction.tsx +63 -0
- package/src/transactions/components/shared/transactiondetails/ManualTransactionDetails.tsx +148 -0
- package/src/transactions/components/shared/transactiondetails/TransactionAmountHeader.tsx +39 -0
- package/src/transactions/components/shared/transactiondetails/actions/CategoryAction.tsx +149 -0
- package/src/transactions/components/shared/transactiondetails/actions/DateAction.tsx +119 -0
- package/src/transactions/components/shared/transactiondetails/actions/DeleteAction.tsx +85 -0
- package/src/transactions/components/shared/transactiondetails/actions/DeleteLogoAction.tsx +88 -0
- package/src/transactions/components/shared/transactiondetails/actions/HideAction.tsx +126 -0
- package/src/transactions/components/shared/transactiondetails/actions/MemoAction.tsx +112 -0
- package/src/transactions/components/shared/transactiondetails/actions/SplitAction.tsx +234 -0
- package/src/transactions/components/shared/transactiondetails/actions/TagsAction.tsx +119 -0
- package/src/transactions/components/shared/transactiondetails/actions/index.ts +8 -0
- package/src/transactions/components/shared/transactionlist/DateRow.tsx +33 -0
- package/src/transactions/components/shared/transactionlist/TransactionRow.tsx +92 -0
- package/src/transactions/components/shared/transactionlist/ZeroState.tsx +36 -0
- package/src/transactions/components/shared/transactiontable/cells/AccountCell.tsx +12 -0
- package/src/transactions/components/shared/transactiontable/cells/AmountCell.tsx +35 -0
- package/src/transactions/components/shared/transactiontable/cells/CategoryCell.tsx +37 -0
- package/src/transactions/components/shared/transactiontable/cells/DateCell.tsx +17 -0
- package/src/transactions/components/shared/transactiontable/cells/FlagCell.tsx +43 -0
- package/src/transactions/components/shared/transactiontable/cells/HeaderCell.tsx +11 -0
- package/src/transactions/components/shared/transactiontable/cells/PayeeCell.tsx +21 -0
- package/src/transactions/components/shared/transactiontable/cells/index.ts +7 -0
- package/src/transactions/components/splitmanager/SplitManager.tsx +93 -0
- package/src/transactions/components/splitmanager/SplitRow.tsx +149 -0
- package/src/transactions/components/splitmanager/index.ts +1 -0
- package/src/transactions/components/tagmanager/Header.tsx +100 -0
- package/src/transactions/components/tagmanager/SearchBox.tsx +60 -0
- package/src/transactions/components/tagmanager/TagManager.tsx +51 -0
- package/src/transactions/components/tagmanager/TagRow.tsx +145 -0
- package/src/transactions/components/tagmanager/index.ts +1 -0
- package/src/transactions/components/transactionwidget/AddAccountModal.tsx +30 -0
- package/src/transactions/components/transactionwidget/actions/AddTransactionAction.tsx +74 -0
- package/src/transactions/components/transactionwidget/actions/EditCategoryAction.tsx +80 -0
- package/src/transactions/components/transactionwidget/actions/ExportCsvAction.tsx +32 -0
- package/src/transactions/constants/Actions.ts +28 -0
- package/src/transactions/constants/Analytics.ts +272 -0
- package/src/transactions/constants/OnClickEvents.ts +45 -0
- package/src/transactions/constants/Transaction.ts +32 -0
- package/src/transactions/constants/TransactionsTable.ts +26 -0
- package/src/transactions/context/hooks.tsx +12 -0
- package/src/transactions/index.ts +12 -0
- package/src/transactions/stores/TransactionStore.ts +327 -0
- package/src/transactions/stores/UiStore.ts +72 -0
- package/src/transactions/stores/__tests__/TransactionStore.test.ts +80 -0
- package/src/transactions/utils/Filters.ts +35 -0
- package/src/transactions/utils/Transactions.ts +22 -0
- package/src/transactions/utils/buildDetailedTransactions.ts +66 -0
- package/src/transactions/utils/exportTransactionsToCSV.ts +85 -0
- package/src/transactions/utils/sortAndFilterTransactions.ts +127 -0
- package/src/trends/TrendsFullWidget.tsx +286 -0
- package/src/trends/TrendsMiniWidget.tsx +49 -0
- package/src/trends/__tests__/TrendsFullWidget.test.tsx +45 -0
- package/src/trends/__tests__/TrendsMiniWidget.test.tsx +35 -0
- package/src/trends/components/SpendingChart.tsx +29 -0
- package/src/trends/components/TrendsChart.tsx +75 -0
- package/src/trends/components/TrendsDrawer.tsx +74 -0
- package/src/trends/components/TrendsTable.tsx +161 -0
- package/src/trends/components/__tests__/SpendingChart.test.tsx +37 -0
- package/src/trends/components/trendstable/AmountCell.tsx +14 -0
- package/src/trends/components/trendstable/CategoryCell.tsx +39 -0
- package/src/trends/components/trendstable/HeaderCell.tsx +8 -0
- package/src/trends/index.ts +2 -0
- package/src/trends/mocks.ts +423 -0
- package/src/trends/utils/SpendingData.ts +76 -0
- package/src/trends/utils/TrendsData.ts +127 -0
- package/src/trends/utils/shared.ts +39 -0
|
@@ -0,0 +1,184 @@
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1
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import { makeAutoObservable, runInAction } from 'mobx'
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2
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import { getUnixTime } from 'date-fns/getUnixTime'
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3
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import { subMonths } from 'date-fns/subMonths'
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4
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import { startOfMonth } from 'date-fns/startOfMonth'
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5
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import { endOfMonth } from 'date-fns/endOfMonth'
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7
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import { Account, CategoryApi, CategoryGuids, CategoryGuidToName } from '../../common'
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9
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import type {
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10
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Category,
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11
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DetailedCategory,
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12
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DateRangeCategoryTotals,
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13
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GlobalStore,
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14
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MonthlyCategoryTotals,
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15
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} from '../../common'
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17
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import { augmentCategories } from '../util/CategoryUtil'
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import { UiStore } from './UiStore'
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20
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export class CategoryStore {
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api = new CategoryApi('/', '')
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globalStore: GlobalStore
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uiStore: UiStore
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categories: Category[] = []
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dateRangeCategoryTotals: DateRangeCategoryTotals[] = []
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monthlyCategoryTotals: MonthlyCategoryTotals[] = []
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isLoadingCategoryTotals = false
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constructor(globalStore: GlobalStore) {
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this.globalStore = globalStore
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this.uiStore = new UiStore()
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35
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makeAutoObservable(this)
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}
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38
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initialize = async (endpoint: string, token: string) => {
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39
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this.api = new CategoryApi(endpoint, token)
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40
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41
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await this.loadCategories()
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}
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43
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44
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get detailedCategories(): DetailedCategory[] {
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45
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return augmentCategories(
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46
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this.categories,
|
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47
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this.dateRangeCategoryTotals,
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48
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this.monthlyCategoryTotals,
|
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49
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)
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50
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}
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51
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52
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get incomeCategories(): DetailedCategory[] {
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return this.detailedCategories.filter((c) => c.is_income)
|
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}
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55
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56
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get spendCategories(): DetailedCategory[] {
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57
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return this.detailedCategories.filter(
|
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(c) => !c.is_income && !c.isTransfer && c.guid !== CategoryGuids.INVESTMENTS,
|
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)
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60
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}
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61
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62
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get transferCategories(): DetailedCategory[] {
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63
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return this.detailedCategories.filter((c) => c.isTransfer)
|
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64
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}
|
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65
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|
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66
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addCategory = async (name: string, parentGuid: string) => {
|
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67
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const category = { name, parent_guid: parentGuid } as Category
|
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68
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+
|
|
69
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try {
|
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70
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await this.api.addCategory(category)
|
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71
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await this.loadCategories()
|
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72
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} catch (error) {
|
|
73
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console.error(`Error occurred while adding category: ${error}`)
|
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74
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}
|
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75
|
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}
|
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76
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+
|
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77
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loadCategories = async () => {
|
|
78
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+
try {
|
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79
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const categories = await this.api.getCategories()
|
|
80
|
+
const { default_categories } = this.globalStore.copyStore.copy.categories
|
|
81
|
+
|
|
82
|
+
runInAction(() => {
|
|
83
|
+
this.categories = categories.map((category: Category) => ({
|
|
84
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+
...category,
|
|
85
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name: default_categories[category.guid]
|
|
86
|
+
? default_categories[category.guid].replace(/&/g, '&')
|
|
87
|
+
: category.name,
|
|
88
|
+
}))
|
|
89
|
+
})
|
|
90
|
+
} catch (error) {
|
|
91
|
+
console.error(`Error occurred while getting categories: ${error}`)
|
|
92
|
+
}
|
|
93
|
+
}
|
|
94
|
+
|
|
95
|
+
loadDateRangeCategoryTotals = async (accounts: Account[], startDate: Date, endDate: Date) => {
|
|
96
|
+
this.setIsLoadingCategoryTotals(true)
|
|
97
|
+
try {
|
|
98
|
+
const totals = await this.api.getDateRangeCategoryTotals(
|
|
99
|
+
getUnixTime(startDate),
|
|
100
|
+
getUnixTime(endDate),
|
|
101
|
+
accounts,
|
|
102
|
+
)
|
|
103
|
+
runInAction(() => {
|
|
104
|
+
this.dateRangeCategoryTotals = totals
|
|
105
|
+
this.setIsLoadingCategoryTotals(false)
|
|
106
|
+
})
|
|
107
|
+
} catch (error) {
|
|
108
|
+
this.setIsLoadingCategoryTotals(false)
|
|
109
|
+
console.error(`Error occurred while getting date range category totals: ${error}`)
|
|
110
|
+
}
|
|
111
|
+
}
|
|
112
|
+
|
|
113
|
+
loadMonthlyCategoryTotals = async (
|
|
114
|
+
accounts: Account[] = this.globalStore.accountStore.accounts,
|
|
115
|
+
startDate?: Date,
|
|
116
|
+
endDate?: Date,
|
|
117
|
+
) => {
|
|
118
|
+
const start = getUnixTime(startOfMonth(startDate ?? subMonths(new Date(), 11)))
|
|
119
|
+
const end = getUnixTime(endOfMonth(endDate ?? new Date()))
|
|
120
|
+
|
|
121
|
+
try {
|
|
122
|
+
const totals = await this.api.getMonthlyCategoryTotals(start, end, accounts)
|
|
123
|
+
|
|
124
|
+
runInAction(() => {
|
|
125
|
+
this.monthlyCategoryTotals = totals
|
|
126
|
+
})
|
|
127
|
+
} catch (error) {
|
|
128
|
+
console.error(`Error occurred while getting monthly category totals: ${error}`)
|
|
129
|
+
}
|
|
130
|
+
}
|
|
131
|
+
|
|
132
|
+
reloadCategoryTotals = async (accounts: Account[], startDate: Date, endDate: Date) => {
|
|
133
|
+
this.setIsLoadingCategoryTotals(true)
|
|
134
|
+
try {
|
|
135
|
+
const dateRangeTotals = await this.api.getDateRangeCategoryTotals(
|
|
136
|
+
getUnixTime(startDate),
|
|
137
|
+
getUnixTime(endDate),
|
|
138
|
+
accounts,
|
|
139
|
+
)
|
|
140
|
+
|
|
141
|
+
const monthlyTotals = await this.api.getMonthlyCategoryTotals(
|
|
142
|
+
getUnixTime(startOfMonth(subMonths(endDate, 11))),
|
|
143
|
+
getUnixTime(endOfMonth(endDate)),
|
|
144
|
+
accounts,
|
|
145
|
+
)
|
|
146
|
+
|
|
147
|
+
runInAction(() => {
|
|
148
|
+
this.dateRangeCategoryTotals = dateRangeTotals
|
|
149
|
+
this.monthlyCategoryTotals = monthlyTotals
|
|
150
|
+
this.setIsLoadingCategoryTotals(false)
|
|
151
|
+
})
|
|
152
|
+
} catch (error) {
|
|
153
|
+
console.error(`Error occurred while getting category totals: ${error}`)
|
|
154
|
+
}
|
|
155
|
+
}
|
|
156
|
+
|
|
157
|
+
removeCategory = async (guid: string) => {
|
|
158
|
+
try {
|
|
159
|
+
await this.api.removeCategory(guid)
|
|
160
|
+
await this.loadCategories()
|
|
161
|
+
} catch (error) {
|
|
162
|
+
console.error(`Error occurred while removing category: ${error}`)
|
|
163
|
+
}
|
|
164
|
+
}
|
|
165
|
+
|
|
166
|
+
setIsLoadingCategoryTotals = (isLoading: boolean) => {
|
|
167
|
+
this.isLoadingCategoryTotals = isLoading
|
|
168
|
+
}
|
|
169
|
+
|
|
170
|
+
updateCategory = async (category: Category) => {
|
|
171
|
+
try {
|
|
172
|
+
await this.api.updateCategory(category)
|
|
173
|
+
await this.loadCategories()
|
|
174
|
+
} catch (error) {
|
|
175
|
+
console.error(`Error occurred while updating category: ${error}`)
|
|
176
|
+
}
|
|
177
|
+
}
|
|
178
|
+
|
|
179
|
+
// TODO: Remove this after refactoring Trends components to use detailedCategories
|
|
180
|
+
getCategoryName = (guid: string) => {
|
|
181
|
+
const category = this.categories.find((c) => c.guid === guid)
|
|
182
|
+
return category?.name ?? CategoryGuidToName[guid]
|
|
183
|
+
}
|
|
184
|
+
}
|
|
@@ -0,0 +1,36 @@
|
|
|
1
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import { makeAutoObservable } from 'mobx'
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+
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3
|
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export class UiStore {
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4
|
+
expandedGuid: string | null = null
|
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5
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+
selectedGuid: string | null = null
|
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6
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searchValue = ''
|
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7
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+
showSelected = true
|
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8
|
+
shouldDisableDrawerScroll = false
|
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9
|
+
unselectable: string[] = []
|
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unselectableText = ''
|
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11
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+
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savedOnSelect: any // todo
|
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+
|
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constructor() {
|
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makeAutoObservable(this)
|
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+
}
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+
|
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setExpandedGuid = (guid: string | null) => (this.expandedGuid = guid)
|
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+
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setSelectedGuid = (guid: string | null) => (this.selectedGuid = guid)
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+
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+
setSearchValue = (value: string) => (this.searchValue = value)
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+
|
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|
+
setShouldDisableDrawerScroll = (shouldDisable: boolean) =>
|
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|
+
(this.shouldDisableDrawerScroll = shouldDisable)
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+
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setShowSelected = (showSelected: boolean) => (this.showSelected = showSelected)
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+
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setUnselectable = (unselectable: string[]) => (this.unselectable = unselectable)
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+
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setUnselectableText = (text: string) => (this.unselectableText = text)
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+
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onSelect = (guid: string) => this.savedOnSelect(guid)
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+
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setOnSelect = (callback: any) => (this.savedOnSelect = callback)
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}
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@@ -0,0 +1,54 @@
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1
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import { beforeEach, describe, expect, it } from 'vitest'
|
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2
|
+
import { startOfMonth } from 'date-fns/startOfMonth'
|
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3
|
+
import { endOfMonth } from 'date-fns/endOfMonth'
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4
|
+
|
|
5
|
+
import { GlobalStore } from '../../../common'
|
|
6
|
+
|
|
7
|
+
describe('Testing the CategoryStore', () => {
|
|
8
|
+
let globalStore: GlobalStore
|
|
9
|
+
|
|
10
|
+
beforeEach(() => {
|
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11
|
+
globalStore = new GlobalStore()
|
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12
|
+
})
|
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13
|
+
|
|
14
|
+
describe('augmentCategories()', () => {
|
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15
|
+
it('successfully sets detailedCategories to state', async () => {
|
|
16
|
+
const { accountStore, categoryStore, copyStore } = globalStore
|
|
17
|
+
|
|
18
|
+
expect(categoryStore.detailedCategories).toHaveLength(0)
|
|
19
|
+
await copyStore.initialize('/', '')
|
|
20
|
+
await categoryStore.initialize('/', '')
|
|
21
|
+
await categoryStore.loadDateRangeCategoryTotals(
|
|
22
|
+
accountStore.accounts,
|
|
23
|
+
startOfMonth(new Date()),
|
|
24
|
+
endOfMonth(new Date()),
|
|
25
|
+
)
|
|
26
|
+
await categoryStore.loadMonthlyCategoryTotals()
|
|
27
|
+
|
|
28
|
+
// There are 21 top level categories
|
|
29
|
+
expect(categoryStore.detailedCategories).toHaveLength(21)
|
|
30
|
+
|
|
31
|
+
expect(categoryStore.incomeCategories).toHaveLength(1)
|
|
32
|
+
expect(categoryStore.spendCategories).toHaveLength(18)
|
|
33
|
+
expect(categoryStore.transferCategories).toHaveLength(1)
|
|
34
|
+
})
|
|
35
|
+
})
|
|
36
|
+
|
|
37
|
+
describe('loadCategories()', () => {
|
|
38
|
+
it('successfully sets localized categories to state', async () => {
|
|
39
|
+
const { categoryStore, copyStore } = globalStore
|
|
40
|
+
|
|
41
|
+
await copyStore.initialize('/', '')
|
|
42
|
+
await categoryStore.initialize('/', '')
|
|
43
|
+
|
|
44
|
+
// There are 119 total categories
|
|
45
|
+
expect(categoryStore.categories).toHaveLength(119)
|
|
46
|
+
|
|
47
|
+
const categoryNameWithAmpersandHTMLCode = categoryStore.categories.find(
|
|
48
|
+
(category) => category.guid === 'CAT-7829f71c-2e8c-afa5-2f55-fa3634b89874',
|
|
49
|
+
)
|
|
50
|
+
|
|
51
|
+
expect(categoryNameWithAmpersandHTMLCode?.name.includes('&')).toBeTruthy()
|
|
52
|
+
})
|
|
53
|
+
})
|
|
54
|
+
})
|
|
@@ -0,0 +1,136 @@
|
|
|
1
|
+
import { format } from 'date-fns/format'
|
|
2
|
+
import { startOfMonth } from 'date-fns/startOfMonth'
|
|
3
|
+
import { startOfToday } from 'date-fns/startOfToday'
|
|
4
|
+
import { subMonths } from 'date-fns/subMonths'
|
|
5
|
+
|
|
6
|
+
import {
|
|
7
|
+
type Category,
|
|
8
|
+
type DateRangeCategoryTotals,
|
|
9
|
+
type DetailedCategory,
|
|
10
|
+
type MonthlyAmount,
|
|
11
|
+
type MonthlyCategoryTotals,
|
|
12
|
+
CategoryColors,
|
|
13
|
+
CategoryGuids,
|
|
14
|
+
CategoryIcon,
|
|
15
|
+
DATE_FORMATS_INTL,
|
|
16
|
+
formatDate,
|
|
17
|
+
} from '../../common'
|
|
18
|
+
|
|
19
|
+
const MONTHLY_AVERAGE_LENGTH = 3
|
|
20
|
+
const MONTHS_OF_HISTORY = 12
|
|
21
|
+
|
|
22
|
+
/**
|
|
23
|
+
* Augment categories
|
|
24
|
+
* @param categories - Categories to augment
|
|
25
|
+
* @param monthlyCategoryTotals - Monthly category totals
|
|
26
|
+
* @param currentCategoryTotals - Current month category totals
|
|
27
|
+
*/
|
|
28
|
+
export const augmentCategories = (
|
|
29
|
+
categories: Category[],
|
|
30
|
+
currentCategoryTotals: DateRangeCategoryTotals[],
|
|
31
|
+
monthlyCategoryTotals: MonthlyCategoryTotals[],
|
|
32
|
+
): DetailedCategory[] => {
|
|
33
|
+
return categories
|
|
34
|
+
.filter((category) => !category.parent_guid)
|
|
35
|
+
.map((category) =>
|
|
36
|
+
getDetailedCategory(
|
|
37
|
+
category,
|
|
38
|
+
currentCategoryTotals,
|
|
39
|
+
monthlyCategoryTotals,
|
|
40
|
+
categories.filter((c) => c.parent_guid === category.guid),
|
|
41
|
+
),
|
|
42
|
+
)
|
|
43
|
+
}
|
|
44
|
+
|
|
45
|
+
/**
|
|
46
|
+
* Get an augmented category with additional details
|
|
47
|
+
* @param category - The category to augment
|
|
48
|
+
* @param currentCategoryTotals - Current month category totals
|
|
49
|
+
* @param monthlyCategoryTotals - Past monthly category totals
|
|
50
|
+
* @param subCategories - Subcategories for the specified category (If applicable)
|
|
51
|
+
*/
|
|
52
|
+
const getDetailedCategory = (
|
|
53
|
+
category: Category,
|
|
54
|
+
currentCategoryTotals: DateRangeCategoryTotals[],
|
|
55
|
+
monthlyCategoryTotals: MonthlyCategoryTotals[],
|
|
56
|
+
subCategories: Category[] = [],
|
|
57
|
+
): DetailedCategory => {
|
|
58
|
+
const guid = category.guid
|
|
59
|
+
const parentGuid = category.parent_guid || guid
|
|
60
|
+
const isParent = guid === parentGuid
|
|
61
|
+
|
|
62
|
+
const currentAmount = currentCategoryTotals.find((t) => t.category_guid === guid)?.total || 0
|
|
63
|
+
const monthlyAmounts = getMonthlyAmounts(
|
|
64
|
+
monthlyCategoryTotals.filter((total) => total.category_guid === guid),
|
|
65
|
+
)
|
|
66
|
+
const totalMonthlyAmounts = getMonthlyAmounts(
|
|
67
|
+
monthlyCategoryTotals.filter(
|
|
68
|
+
(total) => total.category_guid === guid || total.top_level_category_guid === guid,
|
|
69
|
+
),
|
|
70
|
+
)
|
|
71
|
+
const detailedSubCategories = subCategories.map((subCategory) =>
|
|
72
|
+
getDetailedCategory(subCategory, currentCategoryTotals, monthlyCategoryTotals),
|
|
73
|
+
)
|
|
74
|
+
const totalAmount = detailedSubCategories.reduce(
|
|
75
|
+
(total, current) => total + current.currentAmount,
|
|
76
|
+
currentAmount,
|
|
77
|
+
)
|
|
78
|
+
|
|
79
|
+
return {
|
|
80
|
+
...category,
|
|
81
|
+
currentAmount,
|
|
82
|
+
averageAmount: getAverage(monthlyAmounts),
|
|
83
|
+
color: CategoryColors[parentGuid],
|
|
84
|
+
icon: CategoryIcon[parentGuid],
|
|
85
|
+
isTransfer: parentGuid === CategoryGuids.TRANSFER,
|
|
86
|
+
monthlyAmounts,
|
|
87
|
+
subCategories: detailedSubCategories,
|
|
88
|
+
totalAmount: isParent ? totalAmount : 0,
|
|
89
|
+
totalAverageAmount: getAverage(totalMonthlyAmounts),
|
|
90
|
+
totalMonthlyAmounts: isParent ? totalMonthlyAmounts : [],
|
|
91
|
+
}
|
|
92
|
+
}
|
|
93
|
+
|
|
94
|
+
/**
|
|
95
|
+
* Get the average amount based on the number of months (numMonths) requested
|
|
96
|
+
* @param monthlyAmounts - Monthly amounts to calculate and average from
|
|
97
|
+
* @param numMonths - Number of months to base the average on (DEFAULT: 3)
|
|
98
|
+
*/
|
|
99
|
+
const getAverage = (
|
|
100
|
+
monthlyAmounts: MonthlyAmount[],
|
|
101
|
+
numMonths: number = MONTHLY_AVERAGE_LENGTH,
|
|
102
|
+
): number => {
|
|
103
|
+
const monthsBack = numMonths > history.length ? history.length : numMonths
|
|
104
|
+
|
|
105
|
+
return Math.ceil(
|
|
106
|
+
Math.max(
|
|
107
|
+
0,
|
|
108
|
+
monthlyAmounts.slice(-monthsBack).reduce((total, current) => total + current.amount, 0) /
|
|
109
|
+
monthsBack,
|
|
110
|
+
),
|
|
111
|
+
)
|
|
112
|
+
}
|
|
113
|
+
|
|
114
|
+
/**
|
|
115
|
+
* Get the last 12 months of amounts for a category
|
|
116
|
+
* @param categoryTotals - Monthly category totals
|
|
117
|
+
*/
|
|
118
|
+
const getMonthlyAmounts = (categoryTotals: MonthlyCategoryTotals[]): MonthlyAmount[] => {
|
|
119
|
+
const monthlyAmounts: MonthlyAmount[] = []
|
|
120
|
+
const today = startOfToday()
|
|
121
|
+
for (let i = 0; i <= MONTHS_OF_HISTORY; i++) {
|
|
122
|
+
const historyDate = startOfMonth(subMonths(today, MONTHS_OF_HISTORY - i))
|
|
123
|
+
const monthlyTotals = categoryTotals.filter(
|
|
124
|
+
(total) => total.year_month === Number(format(historyDate, 'yyyyMM')),
|
|
125
|
+
)
|
|
126
|
+
const totalAmount = monthlyTotals.reduce((acc, curr) => acc + curr.total, 0)
|
|
127
|
+
|
|
128
|
+
monthlyAmounts.push({
|
|
129
|
+
amount: totalAmount,
|
|
130
|
+
isoDate: format(historyDate, 'yyyy-MM-dd'),
|
|
131
|
+
label: formatDate(historyDate, DATE_FORMATS_INTL.MONTH_YEAR),
|
|
132
|
+
})
|
|
133
|
+
}
|
|
134
|
+
|
|
135
|
+
return monthlyAmounts
|
|
136
|
+
}
|
|
@@ -0,0 +1,49 @@
|
|
|
1
|
+
import Bowser from 'bowser'
|
|
2
|
+
|
|
3
|
+
import { Fetch } from '../utils'
|
|
4
|
+
|
|
5
|
+
import { ApiEndpoints } from '../constants'
|
|
6
|
+
import { AnalyticsEvent } from '../types'
|
|
7
|
+
|
|
8
|
+
export class AnalyticsApi {
|
|
9
|
+
fetchInstance: Fetch
|
|
10
|
+
|
|
11
|
+
constructor(endpoint: string, token: string) {
|
|
12
|
+
this.fetchInstance = new Fetch(endpoint, token)
|
|
13
|
+
}
|
|
14
|
+
|
|
15
|
+
initializeAnalyticsSession = async (version: string, featureName?: string) => {
|
|
16
|
+
const browser = Bowser.getParser(window.navigator.userAgent)
|
|
17
|
+
|
|
18
|
+
const { analytics_session } = await this.fetchInstance.post(ApiEndpoints.ANALYTICS_SESSION, {
|
|
19
|
+
browser_name: browser.getBrowserName() || 'Unknown',
|
|
20
|
+
browser_version: browser.getBrowserVersion() || '0.0.0',
|
|
21
|
+
is_first_visit: false,
|
|
22
|
+
product_name: 'Individual Widget',
|
|
23
|
+
product_version: version,
|
|
24
|
+
})
|
|
25
|
+
if (!analytics_session) {
|
|
26
|
+
return { analytics_session: null }
|
|
27
|
+
}
|
|
28
|
+
this.fetchInstance.post(ApiEndpoints.ANALYTICS_FEATURE_VISITS, {
|
|
29
|
+
feature_visit: {
|
|
30
|
+
analytics_session_guid: analytics_session.guid,
|
|
31
|
+
feature_name: featureName ? featureName : 'Experiences',
|
|
32
|
+
is_first_visit: analytics_session.is_first_visit,
|
|
33
|
+
},
|
|
34
|
+
})
|
|
35
|
+
return { analytics_session }
|
|
36
|
+
}
|
|
37
|
+
|
|
38
|
+
sendAnalyticEvent = async (event: AnalyticsEvent) => {
|
|
39
|
+
return this.fetchInstance.post(ApiEndpoints.ANALYTICS_EVENTS, event).catch((err) => {
|
|
40
|
+
throw err
|
|
41
|
+
})
|
|
42
|
+
}
|
|
43
|
+
|
|
44
|
+
sendAnalyticsPageview = async (event: any) => {
|
|
45
|
+
return this.fetchInstance.post(ApiEndpoints.ANALYTICS_PAGEVIEWS, event).catch((err) => {
|
|
46
|
+
throw err
|
|
47
|
+
})
|
|
48
|
+
}
|
|
49
|
+
}
|
|
@@ -0,0 +1,32 @@
|
|
|
1
|
+
import Fetch from '../utils/Fetch'
|
|
2
|
+
|
|
3
|
+
import { ApiEndpoints } from '../constants'
|
|
4
|
+
|
|
5
|
+
import type { Beat } from '../types'
|
|
6
|
+
|
|
7
|
+
export class BeatApi {
|
|
8
|
+
fetchInstance: Fetch
|
|
9
|
+
|
|
10
|
+
constructor(endpoint: string, token: string) {
|
|
11
|
+
this.fetchInstance = new Fetch(endpoint, token)
|
|
12
|
+
}
|
|
13
|
+
|
|
14
|
+
getBeats = async (pageNum?: number, perPage?: number) => {
|
|
15
|
+
const beatParams = `page=${pageNum ? pageNum : 1}&per_page=${perPage ? perPage : 5}`
|
|
16
|
+
|
|
17
|
+
return this.fetchInstance.get(`${ApiEndpoints.BEATS}?${beatParams}`).then((data) => data.beats)
|
|
18
|
+
}
|
|
19
|
+
|
|
20
|
+
getBeatsWithAssociatedTransaction = async (fromDate?: string) => {
|
|
21
|
+
let beatParams = 'has_associated_transaction_guid=true'
|
|
22
|
+
beatParams += fromDate ? `&from_date=${fromDate}` : ''
|
|
23
|
+
|
|
24
|
+
return this.fetchInstance.get(`${ApiEndpoints.BEATS}?${beatParams}`).then((data) => data.beats)
|
|
25
|
+
}
|
|
26
|
+
|
|
27
|
+
updateBeat = async (beat: Beat) => {
|
|
28
|
+
return this.fetchInstance
|
|
29
|
+
.put(`${ApiEndpoints.BEATS}/${beat.guid}`, beat)
|
|
30
|
+
.then((data) => data.beat)
|
|
31
|
+
}
|
|
32
|
+
}
|
|
@@ -0,0 +1,52 @@
|
|
|
1
|
+
import Fetch from '../utils/Fetch'
|
|
2
|
+
|
|
3
|
+
import { ApiEndpoints } from '../constants/ApiEndpoints'
|
|
4
|
+
|
|
5
|
+
import type { Account } from '../types/Account'
|
|
6
|
+
import type { Category } from '../types/Category'
|
|
7
|
+
|
|
8
|
+
export class CategoryApi {
|
|
9
|
+
fetchInstance: Fetch
|
|
10
|
+
|
|
11
|
+
constructor(endpoint: string, token: string) {
|
|
12
|
+
this.fetchInstance = new Fetch(endpoint, token)
|
|
13
|
+
}
|
|
14
|
+
|
|
15
|
+
addCategory = async (category: Category) => {
|
|
16
|
+
return this.fetchInstance.post(ApiEndpoints.CATEGORIES, category).then((data) => data.category)
|
|
17
|
+
}
|
|
18
|
+
|
|
19
|
+
getCategories = async () => {
|
|
20
|
+
return this.fetchInstance.get(ApiEndpoints.CATEGORIES).then((data) => data.categories)
|
|
21
|
+
}
|
|
22
|
+
|
|
23
|
+
getDateRangeCategoryTotals = async (startDate: number, endDate: number, accounts: Account[]) => {
|
|
24
|
+
return this.fetchInstance
|
|
25
|
+
.post(`${ApiEndpoints.DATE_RANGE_CATEGORY_TOTALS}/from/${startDate}/to/${endDate}`, {
|
|
26
|
+
account_guid: accounts.map((account) => account.guid),
|
|
27
|
+
})
|
|
28
|
+
.then((data) => data.date_range_category_totals)
|
|
29
|
+
}
|
|
30
|
+
|
|
31
|
+
getMonthlyCategoryTotals = async (startDate: number, endDate: number, accounts?: Account[]) => {
|
|
32
|
+
return accounts
|
|
33
|
+
? this.fetchInstance
|
|
34
|
+
.post(`${ApiEndpoints.MONTHLY_CATEGORY_TOTALS}/from/${startDate}/to/${endDate}`, {
|
|
35
|
+
account_guid: accounts.length === 0 ? [''] : accounts.map((account) => account.guid),
|
|
36
|
+
})
|
|
37
|
+
.then((data) => data.monthly_category_totals)
|
|
38
|
+
: this.fetchInstance
|
|
39
|
+
.get(`${ApiEndpoints.MONTHLY_CATEGORY_TOTALS}/from/${startDate}/to/${endDate}`)
|
|
40
|
+
.then((data) => data.monthly_category_totals)
|
|
41
|
+
}
|
|
42
|
+
|
|
43
|
+
removeCategory = async (guid: string) => {
|
|
44
|
+
return this.fetchInstance.delete(`${ApiEndpoints.CATEGORIES}/${guid}`)
|
|
45
|
+
}
|
|
46
|
+
|
|
47
|
+
updateCategory = async (category: Category) => {
|
|
48
|
+
return this.fetchInstance
|
|
49
|
+
.put(`${ApiEndpoints.CATEGORIES}/${category.guid}`, category)
|
|
50
|
+
.then((data) => data.category)
|
|
51
|
+
}
|
|
52
|
+
}
|
|
@@ -0,0 +1,17 @@
|
|
|
1
|
+
import Fetch from '../utils/Fetch'
|
|
2
|
+
|
|
3
|
+
import { ApiEndpoints } from '../constants/ApiEndpoints'
|
|
4
|
+
|
|
5
|
+
export class GlobalCopyApi {
|
|
6
|
+
fetchInstance: Fetch
|
|
7
|
+
|
|
8
|
+
constructor(endpoint: string, token: string) {
|
|
9
|
+
this.fetchInstance = new Fetch(endpoint, token)
|
|
10
|
+
}
|
|
11
|
+
|
|
12
|
+
getGlobalCopy = async (namespace: string, translationKey: string) => {
|
|
13
|
+
return this.fetchInstance
|
|
14
|
+
.post(`${ApiEndpoints.LOCALIZED_CONTENT}/${namespace}`, { translation_key: translationKey })
|
|
15
|
+
.then((data) => data)
|
|
16
|
+
}
|
|
17
|
+
}
|
|
@@ -0,0 +1,21 @@
|
|
|
1
|
+
import Fetch from '../utils/Fetch'
|
|
2
|
+
|
|
3
|
+
import { ApiEndpoints } from '../constants/ApiEndpoints'
|
|
4
|
+
|
|
5
|
+
export class LocalizedCopyApi {
|
|
6
|
+
fetchInstance: Fetch
|
|
7
|
+
|
|
8
|
+
constructor(endpoint: string, token: string) {
|
|
9
|
+
this.fetchInstance = new Fetch(endpoint, token)
|
|
10
|
+
}
|
|
11
|
+
|
|
12
|
+
getLocalizedCopy = async (req: any) => {
|
|
13
|
+
return this.fetchInstance.post(ApiEndpoints.LOCALIZED_COPY, req).then((data) => data)
|
|
14
|
+
}
|
|
15
|
+
|
|
16
|
+
getLocalizedContent = async (namespace: string) => {
|
|
17
|
+
return this.fetchInstance
|
|
18
|
+
.post(`${ApiEndpoints.LOCALIZED_CONTENT}/${namespace}`)
|
|
19
|
+
.then((data) => data)
|
|
20
|
+
}
|
|
21
|
+
}
|
|
@@ -0,0 +1,40 @@
|
|
|
1
|
+
import Fetch from '../utils/Fetch'
|
|
2
|
+
|
|
3
|
+
import { ApiEndpoints } from '../constants'
|
|
4
|
+
|
|
5
|
+
import type { Notification } from '../types'
|
|
6
|
+
|
|
7
|
+
export class NotificationApi {
|
|
8
|
+
fetchInstance: Fetch
|
|
9
|
+
|
|
10
|
+
constructor(endpoint: string, token: string) {
|
|
11
|
+
this.fetchInstance = new Fetch(endpoint, token)
|
|
12
|
+
}
|
|
13
|
+
|
|
14
|
+
getNotifications = () => {
|
|
15
|
+
return this.fetchInstance
|
|
16
|
+
.get(ApiEndpoints.NOTIFICATIONS)
|
|
17
|
+
.then((data) =>
|
|
18
|
+
data.notifications.map((obj: { notification: Notification }) => obj.notification),
|
|
19
|
+
)
|
|
20
|
+
.finally()
|
|
21
|
+
}
|
|
22
|
+
|
|
23
|
+
updateNotification = (notification: Notification) => {
|
|
24
|
+
return this.fetchInstance
|
|
25
|
+
.put(`${ApiEndpoints.NOTIFICATIONS}/${notification.guid}`, {
|
|
26
|
+
guid: notification.guid,
|
|
27
|
+
has_been_viewed: notification.has_been_viewed,
|
|
28
|
+
})
|
|
29
|
+
.then((data) => data.notification)
|
|
30
|
+
.finally()
|
|
31
|
+
}
|
|
32
|
+
|
|
33
|
+
// Note: The notifications/mark_all_as_viewed endpoint is broken, but still returns 202.
|
|
34
|
+
// A bug ticket has been filed to fix it, but should not require any changes here.
|
|
35
|
+
markAllAsViewed = (channel?: number) => {
|
|
36
|
+
return this.fetchInstance
|
|
37
|
+
.put(`${ApiEndpoints.NOTIFICATIONS}/mark_all_as_viewed`, { channel })
|
|
38
|
+
.finally()
|
|
39
|
+
}
|
|
40
|
+
}
|
|
@@ -0,0 +1,37 @@
|
|
|
1
|
+
import { ApiEndpoints, Fetch, type ScheduledPayment, TransactionType } from '../index'
|
|
2
|
+
|
|
3
|
+
export class ScheduledPaymentsApi {
|
|
4
|
+
fetchInstance: Fetch
|
|
5
|
+
|
|
6
|
+
constructor(endpoint: string, token: string) {
|
|
7
|
+
this.fetchInstance = new Fetch(endpoint, token)
|
|
8
|
+
}
|
|
9
|
+
|
|
10
|
+
addScheduledPayment = async (scheduledPayment: ScheduledPayment) => {
|
|
11
|
+
return this.fetchInstance
|
|
12
|
+
.post(ApiEndpoints.SCHEDULED_PAYMENTS, {
|
|
13
|
+
...scheduledPayment,
|
|
14
|
+
is_recurring: 'true',
|
|
15
|
+
transaction_type: TransactionType.DEBIT,
|
|
16
|
+
})
|
|
17
|
+
.then((data) => data.scheduled_payment)
|
|
18
|
+
}
|
|
19
|
+
|
|
20
|
+
getScheduledPayments = async () => {
|
|
21
|
+
return this.fetchInstance
|
|
22
|
+
.get(ApiEndpoints.SCHEDULED_PAYMENTS)
|
|
23
|
+
.then((data) => data.scheduled_payments)
|
|
24
|
+
}
|
|
25
|
+
|
|
26
|
+
updateScheduledPayment = async (scheduledPayment: ScheduledPayment) => {
|
|
27
|
+
return this.fetchInstance
|
|
28
|
+
.put(`${ApiEndpoints.SCHEDULED_PAYMENTS}/${scheduledPayment.guid}`, scheduledPayment)
|
|
29
|
+
.then((data) => data.scheduled_payment)
|
|
30
|
+
}
|
|
31
|
+
|
|
32
|
+
deleteScheduledPayment = async (guid: string) => {
|
|
33
|
+
return this.fetchInstance
|
|
34
|
+
.delete(`${ApiEndpoints.SCHEDULED_PAYMENTS}/${guid}`)
|
|
35
|
+
.then((data) => data)
|
|
36
|
+
}
|
|
37
|
+
}
|
|
@@ -0,0 +1,23 @@
|
|
|
1
|
+
import Fetch from '../utils/Fetch'
|
|
2
|
+
|
|
3
|
+
import { ApiEndpoints } from '../constants'
|
|
4
|
+
|
|
5
|
+
import type { UserProfile } from '../types'
|
|
6
|
+
|
|
7
|
+
export class UserApi {
|
|
8
|
+
fetchInstance: Fetch
|
|
9
|
+
|
|
10
|
+
constructor(endpoint: string, token: string) {
|
|
11
|
+
this.fetchInstance = new Fetch(endpoint, token)
|
|
12
|
+
}
|
|
13
|
+
|
|
14
|
+
getUserProfile = async () => {
|
|
15
|
+
return this.fetchInstance.get(ApiEndpoints.APP_DATA).then((data) => data.user_profile)
|
|
16
|
+
}
|
|
17
|
+
|
|
18
|
+
updateUserProfile = async (userProfile: UserProfile) => {
|
|
19
|
+
return this.fetchInstance
|
|
20
|
+
.put(`${ApiEndpoints.USER_PROFILES}/${userProfile.guid}`, userProfile)
|
|
21
|
+
.then((data) => data.user_profile)
|
|
22
|
+
}
|
|
23
|
+
}
|