@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
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  338. package/src/microinsights/components/beaticons/BeatCategoryIcon.tsx +20 -0
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  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
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  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
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  368. package/src/networth/__tests__/AssetsLiabilitiesDetail.test.tsx +94 -0
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  512. package/src/trends/utils/TrendsData.ts +127 -0
  513. package/src/trends/utils/shared.ts +39 -0
@@ -0,0 +1,65 @@
1
+ import React from 'react'
2
+
3
+ import Button from '@mui/material/Button'
4
+ import IconButton from '@mui/material/IconButton'
5
+ import Tooltip from '@mui/material/Tooltip'
6
+ import useTheme from '@mui/material/styles/useTheme'
7
+
8
+ interface ResponsiveButtonProps {
9
+ icon: React.ReactElement
10
+ label: string
11
+ onClick?: () => void
12
+ placement?:
13
+ | 'bottom-end'
14
+ | 'bottom-start'
15
+ | 'bottom'
16
+ | 'left-end'
17
+ | 'left-start'
18
+ | 'left'
19
+ | 'right-end'
20
+ | 'right-start'
21
+ | 'right'
22
+ | 'top-end'
23
+ | 'top-start'
24
+ | 'top'
25
+ tooltipText: string
26
+ variant?: 'contained' | 'outlined' | 'text'
27
+ }
28
+
29
+ const ResponsiveButton: React.FC<ResponsiveButtonProps> = ({
30
+ icon,
31
+ label,
32
+ onClick,
33
+ placement = 'bottom',
34
+ tooltipText,
35
+ variant = 'text',
36
+ }) => {
37
+ const theme = useTheme()
38
+
39
+ return (
40
+ <React.Fragment>
41
+ <Button
42
+ onClick={onClick}
43
+ startIcon={icon}
44
+ sx={{
45
+ [theme.breakpoints.down('lg')]: { display: 'none' },
46
+ [theme.breakpoints.up('lg')]: { display: 'inline-flex' },
47
+ }}
48
+ title={tooltipText}
49
+ variant={variant}
50
+ >
51
+ {label}
52
+ </Button>
53
+ <Tooltip
54
+ describeChild={true}
55
+ placement={placement}
56
+ sx={{ display: { xs: 'inline-flex', lg: 'none' } }}
57
+ title={tooltipText}
58
+ >
59
+ <IconButton onClick={onClick}>{icon}</IconButton>
60
+ </Tooltip>
61
+ </React.Fragment>
62
+ )
63
+ }
64
+
65
+ export default ResponsiveButton
@@ -0,0 +1,64 @@
1
+ import React from 'react'
2
+ import { observer } from 'mobx-react-lite'
3
+
4
+ import Box from '@mui/material/Box'
5
+ import IconButton from '@mui/material/IconButton'
6
+ import InputAdornment from '@mui/material/InputAdornment'
7
+
8
+ import { Icon, TextField, useTokens } from '@kyper/mui'
9
+
10
+ export interface SearchBoxProps {
11
+ ariaLabel?: string
12
+ cancelAriaLabel?: string
13
+ onChange: (value: string) => void
14
+ placeholder?: string
15
+ searchValue: string
16
+ }
17
+
18
+ const SearchBox: React.FC<SearchBoxProps> = ({
19
+ ariaLabel = 'Search',
20
+ cancelAriaLabel = 'Cancel Search',
21
+ onChange,
22
+ placeholder = 'Search',
23
+ searchValue,
24
+ }) => {
25
+ const tokens = useTokens()
26
+
27
+ const cancelButton = (
28
+ <IconButton
29
+ aria-label={cancelAriaLabel}
30
+ className="mx-cat-cancel-search-button"
31
+ onClick={() => onChange('')}
32
+ >
33
+ <Icon name="cancel" size={24} />
34
+ </IconButton>
35
+ )
36
+
37
+ return (
38
+ <Box className="mx-cmn-search-box" px={tokens.Spacing.Large} py={tokens.Spacing.Medium}>
39
+ <TextField
40
+ InputProps={{
41
+ startAdornment: (
42
+ <InputAdornment position="start">
43
+ <Icon color="disabled" name="search" size={26} />
44
+ </InputAdornment>
45
+ ),
46
+ endAdornment: (
47
+ <InputAdornment position="end" sx={{ p: 0 }}>
48
+ {searchValue ? cancelButton : null}
49
+ </InputAdornment>
50
+ ),
51
+ }}
52
+ aria-label={ariaLabel}
53
+ name="search"
54
+ onChange={(e: React.ChangeEvent<HTMLInputElement>) => onChange(e.target.value)}
55
+ placeholder={placeholder}
56
+ // TODO: Theme needs to have the background color defaulted to paper for TextField
57
+ sx={{ bgcolor: 'background.paper', width: '100%' }}
58
+ value={searchValue}
59
+ />
60
+ </Box>
61
+ )
62
+ }
63
+
64
+ export default observer(SearchBox)
@@ -0,0 +1,64 @@
1
+ import React from 'react'
2
+
3
+ import Box from '@mui/material/Box'
4
+ import FormControlLabel from '@mui/material/FormControlLabel'
5
+ import Radio from '@mui/material/Radio'
6
+ import type { SxProps } from '@mui/material/styles'
7
+ import useTheme from '@mui/material/styles/useTheme'
8
+ import Tooltip from '@mui/material/Tooltip'
9
+
10
+ interface SelectionBoxProps {
11
+ checked?: boolean
12
+ label: string
13
+ sx?: SxProps
14
+ tooltip?: string
15
+ value: string | number
16
+ }
17
+
18
+ /** TODO: Move this component to KyperMUI **/
19
+ const SelectionBox: React.FC<SelectionBoxProps> = ({
20
+ checked = false,
21
+ label,
22
+ sx = {},
23
+ tooltip = '',
24
+ value,
25
+ }) => {
26
+ const theme = useTheme()
27
+
28
+ /** TODO: Add new theme color to handle this color and remove the mode check **/
29
+ const greyColor =
30
+ theme.palette.mode === 'light' ? theme.palette.grey[400] : theme.palette.grey[700]
31
+ const borderColor = checked ? theme.palette.action.active : greyColor
32
+ const borderSize = checked ? 3 : 1
33
+
34
+ return (
35
+ <Box
36
+ bgcolor="background.paper"
37
+ border={`${borderSize}px solid`}
38
+ borderColor={borderColor}
39
+ borderRadius={2}
40
+ mt={-2}
41
+ mx={8}
42
+ pr={8}
43
+ py={4}
44
+ sx={{ '&:hover': { borderColor: theme.palette.action.active }, ...sx }}
45
+ >
46
+ <Tooltip title={tooltip}>
47
+ <FormControlLabel
48
+ control={
49
+ <Radio
50
+ disableRipple={true}
51
+ sx={{ '&.Mui-checked': { color: theme.palette.action.active } }}
52
+ />
53
+ }
54
+ label={label}
55
+ labelPlacement="start"
56
+ sx={{ ml: 0, pl: 8 }}
57
+ value={value}
58
+ />
59
+ </Tooltip>
60
+ </Box>
61
+ )
62
+ }
63
+
64
+ export default SelectionBox
@@ -0,0 +1,22 @@
1
+ import React, { PropsWithChildren } from 'react'
2
+
3
+ import Box from '@mui/material/Box'
4
+
5
+ import { Text } from '@kyper/mui'
6
+
7
+ interface SubheaderRowProps {
8
+ bgcolor?: string
9
+ }
10
+
11
+ const SubheaderRow: React.FC<PropsWithChildren<SubheaderRowProps>> = ({
12
+ bgcolor = 'background.default',
13
+ children,
14
+ }) => (
15
+ <Box display="inline-block" pb={4} pl={24} pt={4} sx={{ bgcolor, width: '100%' }}>
16
+ <Text bold={true} variant="XSmall">
17
+ {children}
18
+ </Text>
19
+ </Box>
20
+ )
21
+
22
+ export default SubheaderRow
@@ -0,0 +1,28 @@
1
+ interface TabContentProps {
2
+ children?: React.ReactNode
3
+ index: number
4
+ name: string
5
+ value: number
6
+ }
7
+
8
+ const TabContentContainer: React.FC<TabContentProps> = ({
9
+ children,
10
+ index,
11
+ name,
12
+ value,
13
+ ...rest
14
+ }) => {
15
+ return (
16
+ <div
17
+ aria-labelledby={`${name}-tab-${index}`}
18
+ hidden={value !== index}
19
+ id={`${name}-tabpanel-${index}`}
20
+ role="tabpanel"
21
+ {...rest}
22
+ >
23
+ {value === index && children}
24
+ </div>
25
+ )
26
+ }
27
+
28
+ export default TabContentContainer
@@ -0,0 +1,239 @@
1
+ import React, { PropsWithChildren } from 'react'
2
+ import { observer } from 'mobx-react-lite'
3
+
4
+ import Button from '@mui/material/Button'
5
+ import Box from '@mui/material/Box'
6
+ import Card from '@mui/material/Card'
7
+ import CardHeader from '@mui/material/CardHeader'
8
+ import CardContent from '@mui/material/CardContent'
9
+ import Divider from '@mui/material/Divider'
10
+ import IconButton from '@mui/material/IconButton'
11
+ import Stack from '@mui/material/Stack'
12
+ import type { SxProps } from '@mui/material/styles'
13
+
14
+ import { H1, H3, Icon } from '@kyper/mui'
15
+
16
+ import { AccountFilter } from './accountfilter'
17
+ import { DateRangeSelector } from './daterangeselector'
18
+ import { ANALYTICS_EVENTS, useEvent } from '../../common'
19
+ import { useGlobalCopyStore, useGlobalUiStore } from '../context'
20
+ import { useScreenSize } from '../hooks'
21
+ import { Account } from '../types'
22
+ import { CalendarActions, DateRangeSelectorCopy } from './daterangeselector/DateRangeSelector'
23
+
24
+ import { WidgetContainerProvider } from '../context'
25
+ import { useDimensions } from '../hooks/useDimensions'
26
+
27
+ type Action = {
28
+ label: string
29
+ iconName: string
30
+ onClick: () => void
31
+ }
32
+
33
+ interface WidgetContainerProps {
34
+ accountOptions?: Account[]
35
+ actions?: Action[]
36
+ calendarActions?: CalendarActions
37
+ className?: string
38
+ dateRange?: { start: Date; end: Date }
39
+ dateRangeVariant?: 'outlined' | 'text' | 'readonly' | 'timeframebuttons' | 'timeframetabs'
40
+ hasDivider?: boolean
41
+ onBackClick?: () => void
42
+ onAccountsFilterClick?: () => void
43
+ showDividerAboveDateSelector?: boolean
44
+ sx?: SxProps
45
+ title?: string
46
+ }
47
+
48
+ const WidgetContainer: React.FC<PropsWithChildren<WidgetContainerProps>> = ({
49
+ accountOptions,
50
+ actions = [],
51
+ calendarActions,
52
+ children,
53
+ dateRange,
54
+ dateRangeVariant,
55
+ className = 'mx-cmn-widget',
56
+ hasDivider = false,
57
+ onBackClick,
58
+ onAccountsFilterClick,
59
+ showDividerAboveDateSelector = true,
60
+ sx = {},
61
+ title = '',
62
+ }) => {
63
+ const [containerRef, { height, width }] = useDimensions()
64
+ const { onEvent } = useEvent()
65
+
66
+ const { isDesktop, isMobile, isTablet } = useScreenSize()
67
+ const { displayedDateRange, selectedAccountGuids, setSelectedAccountGuids } = useGlobalUiStore()
68
+ const { common: commonCopy } = useGlobalCopyStore()
69
+
70
+ const handleBackClick = () => {
71
+ if (onBackClick) {
72
+ onBackClick()
73
+ onEvent(ANALYTICS_EVENTS.WIDGET_BACK_CLICK)
74
+ }
75
+ }
76
+
77
+ const accountFilterCopy = {
78
+ accountFilterOptionsCopy: {
79
+ accountTypeAccounts: commonCopy.account_filter.account_type_accounts,
80
+ cancelButton: commonCopy.cancel_button,
81
+ filterButton: commonCopy.filter_button,
82
+ filterButtonAria: commonCopy.account_filter.filter_button_generic_aria,
83
+ selectAllAccounts: commonCopy.account_filter.select_all_accounts,
84
+ toggleAccountTypeAccounts: commonCopy.account_filter.toggle_account_type_accounts,
85
+ unselectAllAccounts: commonCopy.account_filter.unselect_all_accounts,
86
+ zeroStateButton: commonCopy.account_filter.zero_state_button,
87
+ zeroStateDescription: commonCopy.account_filter.zero_state_description,
88
+ zeroStateTitle: commonCopy.account_filter.zero_state_title,
89
+ },
90
+ title: commonCopy.account_filter.title,
91
+ }
92
+
93
+ const dateRangeSelectorCopy = {
94
+ dateRangePickerCopy: {
95
+ dateRangeFrom: commonCopy.date_range_picker.from,
96
+ dateRangeTo: commonCopy.date_range_picker.to,
97
+ dateRangeCustom: commonCopy.date_range_picker.custom,
98
+ dateRangeSelectARange: commonCopy.date_range_picker.select_range,
99
+ dateRangeThisMonth: commonCopy.date_range_picker.this_month,
100
+ dateRangeLastMonth: commonCopy.date_range_picker.last_month,
101
+ dateRangeLast30Days: commonCopy.date_range_picker.last_30_days,
102
+ dateRangeLast90Days: commonCopy.date_range_picker.last_90_days,
103
+ dateRangeYTD: commonCopy.date_range_picker.ytd,
104
+ dateRangeLastYear: commonCopy.date_range_picker.last_year,
105
+ dateRangeSelect: commonCopy.date_range_picker.select,
106
+ },
107
+ dateRangeEditApply: commonCopy.date_range_picker.edit_apply,
108
+ dateRangeEditTitle: commonCopy.date_range_picker.edit_title,
109
+ dateRangeNextAria: commonCopy.date_range_picker.next_aria,
110
+ dateRangePreviousAria: commonCopy.date_range_picker.previous_aria,
111
+ } as DateRangeSelectorCopy
112
+
113
+ const startDate = dateRange ? dateRange.start : displayedDateRange.start
114
+ const endDate = dateRange ? dateRange.end : displayedDateRange.end
115
+
116
+ return (
117
+ <Card
118
+ className={className}
119
+ sx={{
120
+ borderRadius: '8px',
121
+ ...(isMobile && {
122
+ px: 4,
123
+ }),
124
+ '& .mx-cmn-date-range-selector': {
125
+ ...((isMobile || isTablet) && {
126
+ textAlign: 'center',
127
+ }),
128
+ },
129
+ ...sx,
130
+ }}
131
+ >
132
+ <CardHeader
133
+ action={
134
+ <Stack alignItems="center" flexDirection="row">
135
+ {isDesktop && calendarActions && (
136
+ <Box sx={{ flexGrow: 1 }}>
137
+ <DateRangeSelector
138
+ calendarActions={calendarActions}
139
+ copy={dateRangeSelectorCopy}
140
+ range={[startDate, endDate]}
141
+ shouldShrinkToIcon={false}
142
+ variant={dateRangeVariant}
143
+ />
144
+ </Box>
145
+ )}
146
+ {accountOptions && (
147
+ <AccountFilter
148
+ accounts={accountOptions}
149
+ copy={accountFilterCopy}
150
+ onFilterClick={(guids) => {
151
+ const selAcctGuids = accountOptions
152
+ .filter((account) => guids.includes(account.guid))
153
+ .map((account) => account.guid)
154
+
155
+ setSelectedAccountGuids(selAcctGuids)
156
+ onAccountsFilterClick?.()
157
+ }}
158
+ selectedAccountGuids={selectedAccountGuids}
159
+ showAccountNumbers={false}
160
+ sx={{ '& .mx-cmn-account-filter-title': { fontSize: 15 }, mx: 4 }}
161
+ variant="text"
162
+ />
163
+ )}
164
+ {actions.map((action) =>
165
+ isDesktop || isTablet ? (
166
+ <Button
167
+ key={action.iconName}
168
+ onClick={action.onClick}
169
+ startIcon={<Icon name={action.iconName} />}
170
+ sx={{ mx: 4 }}
171
+ >
172
+ {action.label}
173
+ </Button>
174
+ ) : (
175
+ <IconButton
176
+ aria-label={action.label}
177
+ key={action.iconName}
178
+ onClick={action.onClick}
179
+ >
180
+ <Icon name={action.iconName} />
181
+ </IconButton>
182
+ ),
183
+ )}
184
+ </Stack>
185
+ }
186
+ sx={{
187
+ '& .MuiCardHeader-action': {
188
+ ...(calendarActions && isDesktop && { flexGrow: 1 }),
189
+ ...((isMobile || isTablet) && {
190
+ alignSelf: 'center',
191
+ }),
192
+ },
193
+ p: isDesktop ? 48 : 24,
194
+ pb: 0,
195
+ }}
196
+ title={
197
+ isDesktop || isTablet ? (
198
+ <H1>{title}</H1>
199
+ ) : (
200
+ <Stack alignItems="center" flexDirection="row">
201
+ {isMobile && onBackClick && (
202
+ <IconButton
203
+ aria-label={commonCopy.back_to_dashboard}
204
+ onClick={handleBackClick}
205
+ sx={{ ml: -16, mr: 16 }}
206
+ >
207
+ <Icon name="arrow_back" />
208
+ </IconButton>
209
+ )}
210
+ <H3>{title}</H3>
211
+ </Stack>
212
+ )
213
+ }
214
+ />
215
+
216
+ {hasDivider && <Divider sx={{ mt: isDesktop ? 48 : 24 }} />}
217
+
218
+ {calendarActions && (isMobile || isTablet) && (
219
+ <Stack gap={24} justifyContent="center" sx={{ mt: 16 }}>
220
+ {showDividerAboveDateSelector && <Divider />}
221
+ <DateRangeSelector
222
+ calendarActions={calendarActions}
223
+ copy={dateRangeSelectorCopy}
224
+ range={[startDate, endDate]}
225
+ shouldShrinkToIcon={false}
226
+ variant={dateRangeVariant}
227
+ />
228
+ </Stack>
229
+ )}
230
+ <CardContent ref={containerRef} sx={{ p: 0 }}>
231
+ <WidgetContainerProvider availableHeight={height} availableWidth={width}>
232
+ {children}
233
+ </WidgetContainerProvider>
234
+ </CardContent>
235
+ </Card>
236
+ )
237
+ }
238
+
239
+ export default observer(WidgetContainer)
@@ -0,0 +1,133 @@
1
+ import React, { FC } from 'react'
2
+
3
+ import Button from '@mui/material/Button'
4
+ import { Icon } from '@kyper/mui'
5
+ import Tooltip from '@mui/material/Tooltip'
6
+ import Box from '@mui/material/Box'
7
+ import IconButton from '@mui/material/IconButton'
8
+ import { type SxProps } from '@mui/material/styles'
9
+
10
+ import { AccountFilterOptions } from './AccountFilterOptions'
11
+ import { setupMappedSelectedOptions } from '../../utils/AccountFilter'
12
+
13
+ import type { Account } from '../../types'
14
+ import type { AccountFilterOptionsCopy } from './AccountFilterOptions'
15
+ import type { MappedAccount, MappedOptions } from '../../utils/AccountFilter'
16
+ import { useScreenSize } from '../../hooks'
17
+
18
+ export type AccountFilterCopy = {
19
+ accountFilterOptionsCopy: AccountFilterOptionsCopy
20
+ title: string
21
+ }
22
+
23
+ // TODO: pass in copy to account filter like this when refactored
24
+ // const accountFilterCopy = {
25
+ // ...copy.account_filter,
26
+ // accounts_type: copy.full_view.accounts_type,
27
+ // title: copy.full_view.account_filter_title,
28
+ // }
29
+
30
+ export interface AccountFilterProps {
31
+ accounts: Account[]
32
+ copy: AccountFilterCopy
33
+ onFilterClick: (selected: string[]) => void
34
+ onConnectAccountClick?: () => void
35
+ selectedAccountGuids: string[]
36
+ showAccountNumbers: boolean
37
+ sx?: SxProps
38
+ variant?: 'outlined' | 'text'
39
+ }
40
+
41
+ const AccountFilter: FC<AccountFilterProps> = ({
42
+ accounts,
43
+ copy,
44
+ onFilterClick,
45
+ onConnectAccountClick = () => {},
46
+ selectedAccountGuids,
47
+ showAccountNumbers,
48
+ sx = {},
49
+ variant = 'outlined',
50
+ }) => {
51
+ const { isMobile } = useScreenSize()
52
+
53
+ const [accountFilterButtonEl, setAccountFilterButtonEl] =
54
+ React.useState<HTMLButtonElement | null>(null)
55
+
56
+ const [selectedOptions, setSelectedOptions] = React.useState<MappedOptions>(
57
+ setupMappedSelectedOptions(accounts, selectedAccountGuids),
58
+ )
59
+
60
+ React.useEffect(() => {
61
+ setSelectedOptions(setupMappedSelectedOptions(accounts, selectedAccountGuids))
62
+ }, [accounts, selectedAccountGuids])
63
+
64
+ const onClick = (event: React.MouseEvent<HTMLButtonElement>) => {
65
+ setAccountFilterButtonEl(event.currentTarget)
66
+ }
67
+
68
+ const handleClose = () => {
69
+ setAccountFilterButtonEl(null)
70
+ }
71
+
72
+ return (
73
+ <Box className="mx-cmn-account-filter" m={4} sx={{ ...sx }}>
74
+ {isMobile ? (
75
+ <Tooltip id="filter-accounts" placement="bottom" title={copy.title}>
76
+ <IconButton
77
+ aria-controls="filter_accounts"
78
+ aria-describedby="filter-accounts"
79
+ aria-haspopup={true}
80
+ aria-label={copy.title}
81
+ onClick={onClick}
82
+ >
83
+ <Icon name="filter_alt" />
84
+ </IconButton>
85
+ </Tooltip>
86
+ ) : (
87
+ <Button
88
+ aria-controls="filter_accounts"
89
+ aria-haspopup={true}
90
+ aria-label={copy.title}
91
+ onClick={onClick}
92
+ startIcon={<Icon name="filter_alt" />}
93
+ variant={variant}
94
+ >
95
+ {copy.title}
96
+ </Button>
97
+ )}
98
+
99
+ <AccountFilterOptions
100
+ accountFilterButtonEl={accountFilterButtonEl}
101
+ accounts={accounts}
102
+ copy={copy.accountFilterOptionsCopy}
103
+ handleClose={handleClose}
104
+ onAccountClick={(account) => {
105
+ setSelectedOptions({ ...selectedOptions, [account.guid]: !selectedOptions[account.guid] })
106
+ }}
107
+ onAccountGroupClick={(accountType, mappedAccounts, allSelected) => {
108
+ const selectedOptionsClone = { ...selectedOptions }
109
+
110
+ mappedAccounts[accountType].forEach((account: MappedAccount) => {
111
+ selectedOptionsClone[account.guid] = !allSelected
112
+ })
113
+
114
+ setSelectedOptions(selectedOptionsClone)
115
+ }}
116
+ onCancelClick={() => {
117
+ setSelectedOptions(setupMappedSelectedOptions(accounts, selectedAccountGuids))
118
+ handleClose()
119
+ }}
120
+ onConnectAccountClick={onConnectAccountClick}
121
+ onFilterClick={() => {
122
+ onFilterClick(Object.keys(selectedOptions).filter((guid) => selectedOptions[guid]))
123
+ handleClose()
124
+ }}
125
+ selectedOptions={selectedOptions}
126
+ setSelectedOptions={setSelectedOptions}
127
+ showAccountNumbers={showAccountNumbers}
128
+ />
129
+ </Box>
130
+ )
131
+ }
132
+
133
+ export default AccountFilter