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

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (513) hide show
  1. package/CHANGELOG.md +4 -0
  2. package/dist/debts/components/SnowballCard.d.ts +3 -1
  3. package/dist/debts/components/SnowballDrawer.d.ts +9 -0
  4. package/dist/index.es.js +3905 -3522
  5. package/dist/index.es.js.map +1 -1
  6. package/package.json +23 -3
  7. package/src/accounts/AccountsMiniWidget.tsx +62 -0
  8. package/src/accounts/AccountsWidget.tsx +93 -0
  9. package/src/accounts/ConnectMiniWidget.tsx +36 -0
  10. package/src/accounts/__tests__/Accounts.test.tsx +561 -0
  11. package/src/accounts/api/AccountApi.ts +74 -0
  12. package/src/accounts/api/__mocks__/AccountApi.ts +46 -0
  13. package/src/accounts/components/AccountListItem.tsx +102 -0
  14. package/src/accounts/components/AccountsList.tsx +133 -0
  15. package/src/accounts/components/ConnectImage.tsx +314 -0
  16. package/src/accounts/components/ConnectMiniWidgetCard.tsx +41 -0
  17. package/src/accounts/components/ConnectStatus.tsx +44 -0
  18. package/src/accounts/components/ConnectionStatusIcons.tsx +26 -0
  19. package/src/accounts/components/ConnectionsDrawer.tsx +84 -0
  20. package/src/accounts/components/detailsdrawer/Accounts/AccountActions.tsx +177 -0
  21. package/src/accounts/components/detailsdrawer/Accounts/AccountActionsRow.tsx +33 -0
  22. package/src/accounts/components/detailsdrawer/Accounts/AccountConnection.tsx +139 -0
  23. package/src/accounts/components/detailsdrawer/Accounts/AccountDetailEdit.tsx +162 -0
  24. package/src/accounts/components/detailsdrawer/Accounts/AccountDetails.tsx +98 -0
  25. package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsChart.tsx +63 -0
  26. package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsContent.tsx +52 -0
  27. package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsHeader.tsx +71 -0
  28. package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsTab.tsx +25 -0
  29. package/src/accounts/components/detailsdrawer/Accounts/ConnectionErrorMessage.tsx +99 -0
  30. package/src/accounts/components/detailsdrawer/Transactions/TransactionsTab.tsx +51 -0
  31. package/src/accounts/constants/Accounts.ts +11 -0
  32. package/src/accounts/hooks/useGetMergeableAccounts.tsx +13 -0
  33. package/src/accounts/hooks/useUiStore.ts +12 -0
  34. package/src/accounts/index.ts +8 -0
  35. package/src/accounts/stores/AccountStore.ts +220 -0
  36. package/src/accounts/stores/UiStore.ts +18 -0
  37. package/src/accounts/stores/__tests__/AccountStore.test.ts +204 -0
  38. package/src/accounts/utils/AccountFields.tsx +248 -0
  39. package/src/accounts/utils/Accounts.ts +28 -0
  40. package/src/accounts/utils/__tests__/AccountFieldsUtils.test.tsx +215 -0
  41. package/src/accounts/utils/__tests__/AccountsUtils.test.tsx +104 -0
  42. package/src/accounts/utils/getConnectionMessages.tsx +198 -0
  43. package/src/accounts/utils/index.ts +1 -0
  44. package/src/budgets/BubbleBudgetsMiniWidget.tsx +57 -0
  45. package/src/budgets/BubbleBudgetsWidget.tsx +154 -0
  46. package/src/budgets/__tests__/BubbleBudgetsWidget.test.tsx +40 -0
  47. package/src/budgets/__tests__/BudgetList.test.tsx +38 -0
  48. package/src/budgets/__tests__/BudgetsStore.test.tsx +48 -0
  49. package/src/budgets/__tests__/Overview.test.tsx +38 -0
  50. package/src/budgets/api/BudgetsApi.ts +43 -0
  51. package/src/budgets/api/__mocks__/BudgetsApi.ts +7 -0
  52. package/src/budgets/components/AddBudgets.tsx +50 -0
  53. package/src/budgets/components/BubbleBudgets.tsx +73 -0
  54. package/src/budgets/components/BubbleChart.tsx +50 -0
  55. package/src/budgets/components/BudgetDetailsDrawer.tsx +134 -0
  56. package/src/budgets/components/BudgetList.tsx +50 -0
  57. package/src/budgets/components/Overview.tsx +156 -0
  58. package/src/budgets/components/ZeroState.tsx +23 -0
  59. package/src/budgets/components/addbudget/Header.tsx +59 -0
  60. package/src/budgets/components/addbudget/RecalculateBudgetRow.tsx +53 -0
  61. package/src/budgets/components/addbudget/RecalculateBudgets.tsx +69 -0
  62. package/src/budgets/components/addbudget/UnbudgetedRow.tsx +57 -0
  63. package/src/budgets/components/bubblechart/Bubble.tsx +148 -0
  64. package/src/budgets/components/bubblechart/Mercury.tsx +57 -0
  65. package/src/budgets/components/budgetdetails/AddSubBudget.tsx +111 -0
  66. package/src/budgets/components/budgetdetails/BudgetDetails.tsx +93 -0
  67. package/src/budgets/components/budgetdetails/Header.tsx +48 -0
  68. package/src/budgets/components/budgetdetails/SubBudgetList.tsx +148 -0
  69. package/src/budgets/components/budgetlist/BudgetRow.tsx +63 -0
  70. package/src/budgets/components/budgetlist/SubBudgetRow.tsx +64 -0
  71. package/src/budgets/components/budgetlist/SubBudgetZeroState.tsx +22 -0
  72. package/src/budgets/components/shared/BudgetAmount.tsx +54 -0
  73. package/src/budgets/index.ts +2 -0
  74. package/src/budgets/store/BudgetsStore.ts +183 -0
  75. package/src/budgets/utils/BubblesSVG.ts +142 -0
  76. package/src/budgets/utils/BudgetUtil.ts +140 -0
  77. package/src/cashflow/CashflowMiniWidget.tsx +25 -0
  78. package/src/cashflow/CashflowOnboarding.tsx +298 -0
  79. package/src/cashflow/CashflowWidget.tsx +111 -0
  80. package/src/cashflow/api/CashflowApi.ts +62 -0
  81. package/src/cashflow/api/__mocks__/CashflowApi.ts +15 -0
  82. package/src/cashflow/components/CashflowAmountHeading.tsx +46 -0
  83. package/src/cashflow/components/CashflowContent.tsx +63 -0
  84. package/src/cashflow/components/CashflowHeading.tsx +172 -0
  85. package/src/cashflow/components/CashflowWidgetContent.tsx +225 -0
  86. package/src/cashflow/components/DetailsExpenseHeader.tsx +47 -0
  87. package/src/cashflow/components/DetailsExpenseRow.tsx +46 -0
  88. package/src/cashflow/components/DetailsFooter.tsx +28 -0
  89. package/src/cashflow/components/DetailsTab.tsx +128 -0
  90. package/src/cashflow/components/RemainingCash.tsx +44 -0
  91. package/src/cashflow/components/SummaryTab.tsx +247 -0
  92. package/src/cashflow/components/onboarding/StepOne.tsx +90 -0
  93. package/src/cashflow/components/onboarding/StepTwo.tsx +23 -0
  94. package/src/cashflow/context/hooks.tsx +12 -0
  95. package/src/cashflow/images/cashflow-onboarding.png +0 -0
  96. package/src/cashflow/images/loading-animation.gif +0 -0
  97. package/src/cashflow/index.ts +5 -0
  98. package/src/cashflow/stores/CashflowStore.ts +26 -0
  99. package/src/cashflow/stores/UiStore.ts +48 -0
  100. package/src/cashflow/stores/__tests__/CashflowStore.test.ts +16 -0
  101. package/src/cashflow/util/Filters.ts +15 -0
  102. package/src/categories/components/CategoryList.tsx +64 -0
  103. package/src/categories/components/CategoryRow.tsx +68 -0
  104. package/src/categories/components/CategorySelector.tsx +80 -0
  105. package/src/categories/components/CategorySelectorDrawer.tsx +41 -0
  106. package/src/categories/components/CustomCategories/AddSubcategory.tsx +65 -0
  107. package/src/categories/components/CustomCategories/CustomCategoryModal.tsx +99 -0
  108. package/src/categories/components/CustomCategories/DeleteSubcategory.tsx +49 -0
  109. package/src/categories/components/CustomCategories/RenameSubcategory.tsx +48 -0
  110. package/src/categories/components/CustomCategories/index.ts +4 -0
  111. package/src/categories/components/SubcategoryList.tsx +47 -0
  112. package/src/categories/components/SubcategoryRow.tsx +123 -0
  113. package/src/categories/constants/Analytics.ts +89 -0
  114. package/src/categories/constants/OnClickEvents.ts +13 -0
  115. package/src/categories/context/hooks.ts +12 -0
  116. package/src/categories/index.ts +5 -0
  117. package/src/categories/stores/CategoryStore.ts +184 -0
  118. package/src/categories/stores/UiStore.ts +36 -0
  119. package/src/categories/stores/__tests__/CategoryStore.test.ts +54 -0
  120. package/src/categories/util/CategoryUtil.ts +136 -0
  121. package/src/common/api/AnalyticsApi.ts +49 -0
  122. package/src/common/api/BeatApi.ts +32 -0
  123. package/src/common/api/CategoryApi.ts +52 -0
  124. package/src/common/api/GlobalCopyApi.ts +17 -0
  125. package/src/common/api/LocalizedCopyApi.ts +21 -0
  126. package/src/common/api/NotificationApi.ts +40 -0
  127. package/src/common/api/ScheduledPaymentsApi.ts +37 -0
  128. package/src/common/api/UserApi.ts +23 -0
  129. package/src/common/api/WidgetApi.ts +15 -0
  130. package/src/common/api/__mocks__/BeatApi.ts +8 -0
  131. package/src/common/api/__mocks__/CategoryApi.ts +15 -0
  132. package/src/common/api/__mocks__/GlobalCopyApi.ts +7 -0
  133. package/src/common/api/__mocks__/NotificationApi.ts +11 -0
  134. package/src/common/api/__mocks__/ScheduledPaymentsApi.ts +7 -0
  135. package/src/common/api/__mocks__/UserApi.ts +9 -0
  136. package/src/common/api/__mocks__/WidgetApi.ts +11 -0
  137. package/src/common/api/index.ts +9 -0
  138. package/src/common/components/ConnectDrawer.tsx +87 -0
  139. package/src/common/components/CurrencyInput.tsx +147 -0
  140. package/src/common/components/CurrencyText.tsx +44 -0
  141. package/src/common/components/DataRow.tsx +52 -0
  142. package/src/common/components/IconBacking.tsx +41 -0
  143. package/src/common/components/InformationTooltip.tsx +52 -0
  144. package/src/common/components/ListItemWrapper.tsx +49 -0
  145. package/src/common/components/Loader.tsx +24 -0
  146. package/src/common/components/MiniWidgetContainer.tsx +64 -0
  147. package/src/common/components/ResponsiveButton.tsx +65 -0
  148. package/src/common/components/SearchBox.tsx +64 -0
  149. package/src/common/components/SelectionBox.tsx +64 -0
  150. package/src/common/components/SubheaderRow.tsx +22 -0
  151. package/src/common/components/TabContentContainer.tsx +28 -0
  152. package/src/common/components/WidgetContainer.tsx +239 -0
  153. package/src/common/components/accountfilter/AccountFilter.tsx +133 -0
  154. package/src/common/components/accountfilter/AccountFilterOptions.tsx +263 -0
  155. package/src/common/components/accountfilter/index.ts +1 -0
  156. package/src/common/components/barchart/Bar.tsx +123 -0
  157. package/src/common/components/barchart/BarChart.tsx +136 -0
  158. package/src/common/components/barchart/BarColumn.tsx +150 -0
  159. package/src/common/components/barchart/Legend.tsx +60 -0
  160. package/src/common/components/barchart/Util.ts +54 -0
  161. package/src/common/components/barchart/__tests__/BarChart.test.tsx +46 -0
  162. package/src/common/components/barchart/index.ts +1 -0
  163. package/src/common/components/calendar/Calendar.tsx +223 -0
  164. package/src/common/components/calendar/Day.tsx +127 -0
  165. package/src/common/components/calendar/Header.tsx +58 -0
  166. package/src/common/components/calendar/__tests__/Calendar.test.tsx +50 -0
  167. package/src/common/components/calendar/index.ts +1 -0
  168. package/src/common/components/calendar/upcomingActivity/CalendarIcons.tsx +40 -0
  169. package/src/common/components/charts/Donut.tsx +82 -0
  170. package/src/common/components/charts/LineChart.tsx +204 -0
  171. package/src/common/components/charts/StackedLineChart.tsx +292 -0
  172. package/src/common/components/charts/StatusBar.tsx +41 -0
  173. package/src/common/components/charts/index.ts +4 -0
  174. package/src/common/components/charts/linechart/CustomLegend.tsx +49 -0
  175. package/src/common/components/charts/linechart/CustomLine.tsx +31 -0
  176. package/src/common/components/charts/linechart/CustomMark.tsx +68 -0
  177. package/src/common/components/charts/stackedlinechart/CategoryIconLabel.tsx +29 -0
  178. package/src/common/components/charts/stackedlinechart/CustomAreaTooltip.tsx +115 -0
  179. package/src/common/components/charts/stackedlinechart/CustomLegend.tsx +73 -0
  180. package/src/common/components/charts/stackedlinechart/CustomPointTooltip.tsx +41 -0
  181. package/src/common/components/charts/stackedlinechart/utils.ts +13 -0
  182. package/src/common/components/daterangeselector/DateRangeSelector.tsx +383 -0
  183. package/src/common/components/daterangeselector/index.ts +1 -0
  184. package/src/common/components/dialog/Dialog.tsx +92 -0
  185. package/src/common/components/dialog/index.ts +1 -0
  186. package/src/common/components/donuts/MultiSegmentDonut.tsx +89 -0
  187. package/src/common/components/donuts/SingleSegmentDonut.tsx +75 -0
  188. package/src/common/components/donuts/index.ts +2 -0
  189. package/src/common/components/drawer/Drawer.tsx +97 -0
  190. package/src/common/components/drawer/Header.tsx +64 -0
  191. package/src/common/components/drawer/index.ts +1 -0
  192. package/src/common/components/index.ts +22 -0
  193. package/src/common/constants/Account.ts +30 -0
  194. package/src/common/constants/Analytics.ts +70 -0
  195. package/src/common/constants/ApiEndpoints.ts +30 -0
  196. package/src/common/constants/Category.ts +302 -0
  197. package/src/common/constants/Connect.ts +2 -0
  198. package/src/common/constants/DateFormats.ts +122 -0
  199. package/src/common/constants/Donut.ts +2 -0
  200. package/src/common/constants/Numbers.ts +6 -0
  201. package/src/common/constants/ScheduledPayment.ts +21 -0
  202. package/src/common/constants/Sizes.ts +7 -0
  203. package/src/common/constants/SpendingPlan.ts +17 -0
  204. package/src/common/constants/Table.ts +13 -0
  205. package/src/common/constants/index.ts +21 -0
  206. package/src/common/context/GlobalDataProvider.tsx +31 -0
  207. package/src/common/context/WidgetContainerProvider.tsx +24 -0
  208. package/src/common/context/__mocks__/GlobalDataProvider.tsx +25 -0
  209. package/src/common/context/hooks.tsx +57 -0
  210. package/src/common/context/index.ts +22 -0
  211. package/src/common/hooks/__tests__/useDimensions.test.tsx +190 -0
  212. package/src/common/hooks/index.ts +3 -0
  213. package/src/common/hooks/useCombineEvents.tsx +53 -0
  214. package/src/common/hooks/useDimensions.tsx +78 -0
  215. package/src/common/hooks/usePrevious.tsx +10 -0
  216. package/src/common/hooks/useScreenSize.tsx +15 -0
  217. package/src/common/index.ts +23 -0
  218. package/src/common/stores/ConnectStore.ts +26 -0
  219. package/src/common/stores/GlobalCopyStore.ts +36 -0
  220. package/src/common/stores/GlobalStore.ts +83 -0
  221. package/src/common/stores/GlobalUiStore.ts +66 -0
  222. package/src/common/stores/UserStore.ts +45 -0
  223. package/src/common/stores/__tests__/GlobalCopyStore.test.ts +23 -0
  224. package/src/common/stores/__tests__/GlobalStore.test.ts +24 -0
  225. package/src/common/stores/index.ts +3 -0
  226. package/src/common/types/Account.ts +406 -0
  227. package/src/common/types/Activity.ts +31 -0
  228. package/src/common/types/Analytics.ts +70 -0
  229. package/src/common/types/Beat.ts +71 -0
  230. package/src/common/types/Budget.ts +29 -0
  231. package/src/common/types/Cashflow.ts +110 -0
  232. package/src/common/types/Category.ts +68 -0
  233. package/src/common/types/Date.ts +2 -0
  234. package/src/common/types/Debt.ts +19 -0
  235. package/src/common/types/Expense.ts +20 -0
  236. package/src/common/types/Global.ts +13 -0
  237. package/src/common/types/GlobalCopy.ts +37 -0
  238. package/src/common/types/Goal.ts +59 -0
  239. package/src/common/types/Institution.ts +11 -0
  240. package/src/common/types/LocalizedContent.ts +9 -0
  241. package/src/common/types/Merchant.ts +6 -0
  242. package/src/common/types/Notification.ts +15 -0
  243. package/src/common/types/ScheduledPayment.ts +15 -0
  244. package/src/common/types/ScreenSize.tsx +4 -0
  245. package/src/common/types/SpendingPlan.ts +48 -0
  246. package/src/common/types/Transaction.ts +91 -0
  247. package/src/common/types/User.ts +20 -0
  248. package/src/common/types/Widgets.ts +11 -0
  249. package/src/common/types/index.ts +93 -0
  250. package/src/common/types/localization/AccountFilterCopy.ts +12 -0
  251. package/src/common/types/localization/AccountTypeCopy.ts +16 -0
  252. package/src/common/types/localization/AccountsCopy.ts +113 -0
  253. package/src/common/types/localization/BudgetsCopy.ts +52 -0
  254. package/src/common/types/localization/CashflowCopy.ts +77 -0
  255. package/src/common/types/localization/CategoryCopy.ts +18 -0
  256. package/src/common/types/localization/CommonCopy.ts +30 -0
  257. package/src/common/types/localization/ConnectCopy.ts +74 -0
  258. package/src/common/types/localization/CurrencyInputCopy.ts +6 -0
  259. package/src/common/types/localization/DateRangePickerCopy.ts +23 -0
  260. package/src/common/types/localization/GoalsCopy.ts +37 -0
  261. package/src/common/types/localization/InsightsFeedCopy.ts +26 -0
  262. package/src/common/types/localization/MicroInsightsCopy.ts +28 -0
  263. package/src/common/types/localization/NetWorthCopy.ts +14 -0
  264. package/src/common/types/localization/NotificationsCopy.ts +7 -0
  265. package/src/common/types/localization/RecurringCopy.ts +76 -0
  266. package/src/common/types/localization/SpendingCopy.ts +16 -0
  267. package/src/common/types/localization/TransactionsCopy.ts +81 -0
  268. package/src/common/types/localization/TrendsCopy.ts +10 -0
  269. package/src/common/types/localization/index.ts +19 -0
  270. package/src/common/utils/AccountFilter.ts +45 -0
  271. package/src/common/utils/Analytics.ts +51 -0
  272. package/src/common/utils/Categories.ts +75 -0
  273. package/src/common/utils/DateUtil.ts +67 -0
  274. package/src/common/utils/Fetch.ts +115 -0
  275. package/src/common/utils/Localization.ts +67 -0
  276. package/src/common/utils/NumberFormatting.ts +65 -0
  277. package/src/common/utils/__tests__/Fetch.test.tsx +34 -0
  278. package/src/common/utils/index.ts +18 -0
  279. package/src/dashboard/Dashboard.tsx +92 -0
  280. package/src/dashboard/Greeting.tsx +75 -0
  281. package/src/dashboard/__tests__/Dashboard.test.tsx +84 -0
  282. package/src/dashboard/constants/Dashboard.ts +4 -0
  283. package/src/dashboard/index.ts +3 -0
  284. package/src/dashboard/types/DashboardTypes.ts +9 -0
  285. package/src/debts/DebtsWidget.tsx +90 -0
  286. package/src/debts/components/DebtsChart.tsx +190 -0
  287. package/src/debts/components/DebtsTable.tsx +209 -0
  288. package/src/debts/components/SnowballCard.tsx +70 -0
  289. package/src/debts/components/SnowballDrawer.tsx +384 -0
  290. package/src/debts/components/debtstable/AccountCell.tsx +25 -0
  291. package/src/debts/components/debtstable/PriorityCell.tsx +46 -0
  292. package/src/debts/index.ts +4 -0
  293. package/src/debts/store/DebtsStore.ts +20 -0
  294. package/src/debts/utils/DebtStore.ts +75 -0
  295. package/src/debts/utils/DebtsWidget.ts +32 -0
  296. package/src/debts/utils/SnowballCard.tsx +48 -0
  297. package/src/goals/GoalsWidget.tsx +128 -0
  298. package/src/goals/api/GoalApi.ts +29 -0
  299. package/src/goals/components/GoalDetails.tsx +240 -0
  300. package/src/goals/components/GoalList.tsx +101 -0
  301. package/src/goals/components/GoalStatusCard.tsx +87 -0
  302. package/src/goals/components/TabTitle.tsx +21 -0
  303. package/src/goals/constants/CopyKeys.ts +29 -0
  304. package/src/goals/index.ts +2 -0
  305. package/src/goals/stores/GoalStore.ts +47 -0
  306. package/src/goals/util/GoalsUtil.ts +61 -0
  307. package/src/index.ts +17 -0
  308. package/src/insights/README.md +16 -0
  309. package/src/insights/contexts/ToastContext.tsx +62 -0
  310. package/src/insights/index.ts +5 -0
  311. package/src/insights/settings/SettingsDrawer.tsx +40 -0
  312. package/src/insights/settings/__tests__/SettingsDrawer.test.tsx +50 -0
  313. package/src/insights/settings/components/PulseSubheaderRow.tsx +34 -0
  314. package/src/insights/settings/components/SettingsItem.tsx +55 -0
  315. package/src/insights/settings/components/Toast.tsx +69 -0
  316. package/src/insights/settings/hiddeninsights/__tests__/HiddenInsightsDrawer.test.tsx +108 -0
  317. package/src/insights/settings/hiddeninsights/__tests__/SubCategoryDrawer.test.tsx +150 -0
  318. package/src/insights/settings/hiddeninsights/components/CategoryEmptyState.tsx +50 -0
  319. package/src/insights/settings/hiddeninsights/components/HiddenInsightsDrawer.tsx +222 -0
  320. package/src/insights/settings/hiddeninsights/components/HiddenInsightsDrawerWrapper.tsx +24 -0
  321. package/src/insights/settings/hiddeninsights/components/SubCategoryDrawer.tsx +256 -0
  322. package/src/insights/settings/hiddeninsights/images/no-insights.png +0 -0
  323. package/src/insights/settings/hiddeninsights/types/index.ts +74 -0
  324. package/src/insights/settings/manageaccounts/__tests__/AccountGroup.test.tsx +92 -0
  325. package/src/insights/settings/manageaccounts/__tests__/ManageAccountsDrawer.test.tsx +83 -0
  326. package/src/insights/settings/manageaccounts/components/AccountGroup.tsx +109 -0
  327. package/src/insights/settings/manageaccounts/components/ManageAccountsDrawer.tsx +63 -0
  328. package/src/insights/settings/manageaccounts/types/index.ts +13 -0
  329. package/src/insights/settings/types/index.ts +4 -0
  330. package/src/insights/store/BeatStore.ts +25 -0
  331. package/src/insights/utils/beatTemplateCategories.ts +103 -0
  332. package/src/merchants/api/MerchantApi.ts +33 -0
  333. package/src/merchants/components/MerchantLookup.tsx +117 -0
  334. package/src/merchants/index.ts +2 -0
  335. package/src/merchants/stores/MerchantStore.ts +42 -0
  336. package/src/microinsights/analytics.ts +31 -0
  337. package/src/microinsights/components/beatCard/BeatCard.tsx +124 -0
  338. package/src/microinsights/components/beaticons/BeatCategoryIcon.tsx +20 -0
  339. package/src/microinsights/components/beaticons/BeatIcon.tsx +45 -0
  340. package/src/microinsights/components/beaticons/BeatMerchantLogo.tsx +33 -0
  341. package/src/microinsights/components/beaticons/ChartFilledIcon.tsx +37 -0
  342. package/src/microinsights/components/beaticons/MonthlySpendComparisonIcon.tsx +30 -0
  343. package/src/microinsights/components/beaticons/ZeroStateIcon.tsx +558 -0
  344. package/src/microinsights/components/beaticons/index.tsx +7 -0
  345. package/src/microinsights/components/carouselheader/CarouselHeader.tsx +111 -0
  346. package/src/microinsights/components/insightsmicrowidget/InsightsMicroWidget.tsx +163 -0
  347. package/src/microinsights/components/microBeatCarousel/CarouselControls.tsx +99 -0
  348. package/src/microinsights/components/microBeatCarousel/MicroBeatCarousel.tsx +207 -0
  349. package/src/microinsights/components/microInsightCard/MicroInsightCard.tsx +173 -0
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  351. package/src/microinsights/components/spinner/Spinner.tsx +21 -0
  352. package/src/microinsights/components/viewMoreMicroCard/ViewMoreMicroCard.tsx +101 -0
  353. package/src/microinsights/components/zeroStateCard/ZeroStateCard.tsx +62 -0
  354. package/src/microinsights/constants/Analytics.ts +192 -0
  355. package/src/microinsights/constants/App.ts +53 -0
  356. package/src/microinsights/constants/Insights.tsx +3 -0
  357. package/src/microinsights/constants/OnClickEvents.ts +3 -0
  358. package/src/microinsights/context/InsightsMicroWidgetDataProvider.tsx +24 -0
  359. package/src/microinsights/context/hooks.tsx +65 -0
  360. package/src/microinsights/index.ts +16 -0
  361. package/src/microinsights/interfaces.ts +28 -0
  362. package/src/microinsights/stores/AppStore.ts +34 -0
  363. package/src/microinsights/stores/CopyStore.ts +38 -0
  364. package/src/microinsights/stores/InsightsMicroWidgetStore.ts +61 -0
  365. package/src/microinsights/types/BeatUIComponent.ts +5 -0
  366. package/src/microinsights/utils/DataSeries.ts +20 -0
  367. package/src/networth/NetWorthWidget.tsx +171 -0
  368. package/src/networth/__tests__/AssetsLiabilitiesDetail.test.tsx +94 -0
  369. package/src/networth/__tests__/NetWorthChart.test.tsx +31 -0
  370. package/src/networth/__tests__/NetWorthList.test.tsx +33 -0
  371. package/src/networth/components/AssetsLiabilitiesDetail.tsx +146 -0
  372. package/src/networth/components/GainsLossesDetail.tsx +110 -0
  373. package/src/networth/components/NetWorthChange.tsx +51 -0
  374. package/src/networth/components/NetWorthChart.tsx +71 -0
  375. package/src/networth/components/NetWorthList.tsx +91 -0
  376. package/src/networth/components/NetWorthListItem.tsx +72 -0
  377. package/src/networth/components/NetWorthSummary.tsx +36 -0
  378. package/src/networth/index.ts +5 -0
  379. package/src/networth/stores/NetWorthStore.ts +99 -0
  380. package/src/networth/stores/__tests__/NetWorthStore.test.ts +32 -0
  381. package/src/networth/types/NetWorth.ts +59 -0
  382. package/src/networth/utils/NetWorthUtils.ts +177 -0
  383. package/src/networth/utils/__tests__/NetWorthUtils.test.ts +198 -0
  384. package/src/notifications/__tests__/NotificationList.test.tsx +67 -0
  385. package/src/notifications/components/DateRow.tsx +21 -0
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  387. package/src/notifications/components/NotificationCard.tsx +63 -0
  388. package/src/notifications/components/NotificationList.tsx +65 -0
  389. package/src/notifications/constants/NotificationConstants.ts +104 -0
  390. package/src/notifications/index.ts +3 -0
  391. package/src/notifications/stores/NotificationStore.ts +62 -0
  392. package/src/notifications/utils/NotificationUtils.ts +21 -0
  393. package/src/recurringactivity/RecurringActivityMiniWidget.tsx +45 -0
  394. package/src/recurringactivity/RecurringActivityWidget.tsx +89 -0
  395. package/src/recurringactivity/__tests__/BuildActivities.test.ts +30 -0
  396. package/src/recurringactivity/__tests__/BuildNewActivity.test.ts +59 -0
  397. package/src/recurringactivity/__tests__/RecurringActivityWidget.test.tsx +33 -0
  398. package/src/recurringactivity/components/ActivityBadges.tsx +40 -0
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  404. package/src/recurringactivity/components/RecurringActivity.tsx +165 -0
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  406. package/src/recurringactivity/components/actions/PaymentDateAction.tsx +99 -0
  407. package/src/recurringactivity/components/activitycalendar/ActivityCalendar.tsx +100 -0
  408. package/src/recurringactivity/components/activitycalendar/ActivityDay.tsx +88 -0
  409. package/src/recurringactivity/components/activitycalendar/Legend.tsx +42 -0
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  416. package/src/recurringactivity/index.ts +5 -0
  417. package/src/recurringactivity/stores/RecurringActivityStore.ts +312 -0
  418. package/src/recurringactivity/util/RecurringActivityUtils.ts +40 -0
  419. package/src/recurringactivity/util/buildActivities.ts +334 -0
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  436. package/src/spending/components/SpendingTabLabel.tsx +25 -0
  437. package/src/spending/index.ts +2 -0
  438. package/src/spending/utils/SpendingData.ts +196 -0
  439. package/src/transactions/TransactionWidget.tsx +319 -0
  440. package/src/transactions/analytics.ts +12 -0
  441. package/src/transactions/api/TransactionApi.ts +204 -0
  442. package/src/transactions/api/__mocks__/TransactionApi.ts +20 -0
  443. package/src/transactions/components/shared/TransactionDetails.tsx +140 -0
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  464. package/src/transactions/components/shared/transactiontable/cells/CategoryCell.tsx +37 -0
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  469. package/src/transactions/components/shared/transactiontable/cells/index.ts +7 -0
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  477. package/src/transactions/components/tagmanager/index.ts +1 -0
  478. package/src/transactions/components/transactionwidget/AddAccountModal.tsx +30 -0
  479. package/src/transactions/components/transactionwidget/actions/AddTransactionAction.tsx +74 -0
  480. package/src/transactions/components/transactionwidget/actions/EditCategoryAction.tsx +80 -0
  481. package/src/transactions/components/transactionwidget/actions/ExportCsvAction.tsx +32 -0
  482. package/src/transactions/constants/Actions.ts +28 -0
  483. package/src/transactions/constants/Analytics.ts +272 -0
  484. package/src/transactions/constants/OnClickEvents.ts +45 -0
  485. package/src/transactions/constants/Transaction.ts +32 -0
  486. package/src/transactions/constants/TransactionsTable.ts +26 -0
  487. package/src/transactions/context/hooks.tsx +12 -0
  488. package/src/transactions/index.ts +12 -0
  489. package/src/transactions/stores/TransactionStore.ts +327 -0
  490. package/src/transactions/stores/UiStore.ts +72 -0
  491. package/src/transactions/stores/__tests__/TransactionStore.test.ts +80 -0
  492. package/src/transactions/utils/Filters.ts +35 -0
  493. package/src/transactions/utils/Transactions.ts +22 -0
  494. package/src/transactions/utils/buildDetailedTransactions.ts +66 -0
  495. package/src/transactions/utils/exportTransactionsToCSV.ts +85 -0
  496. package/src/transactions/utils/sortAndFilterTransactions.ts +127 -0
  497. package/src/trends/TrendsFullWidget.tsx +286 -0
  498. package/src/trends/TrendsMiniWidget.tsx +49 -0
  499. package/src/trends/__tests__/TrendsFullWidget.test.tsx +45 -0
  500. package/src/trends/__tests__/TrendsMiniWidget.test.tsx +35 -0
  501. package/src/trends/components/SpendingChart.tsx +29 -0
  502. package/src/trends/components/TrendsChart.tsx +75 -0
  503. package/src/trends/components/TrendsDrawer.tsx +74 -0
  504. package/src/trends/components/TrendsTable.tsx +161 -0
  505. package/src/trends/components/__tests__/SpendingChart.test.tsx +37 -0
  506. package/src/trends/components/trendstable/AmountCell.tsx +14 -0
  507. package/src/trends/components/trendstable/CategoryCell.tsx +39 -0
  508. package/src/trends/components/trendstable/HeaderCell.tsx +8 -0
  509. package/src/trends/index.ts +2 -0
  510. package/src/trends/mocks.ts +423 -0
  511. package/src/trends/utils/SpendingData.ts +76 -0
  512. package/src/trends/utils/TrendsData.ts +127 -0
  513. package/src/trends/utils/shared.ts +39 -0
@@ -0,0 +1,48 @@
1
+ import { formatDuration, intervalToDuration } from 'date-fns'
2
+
3
+ import { Debt, formatCurrency, formatDate, DATE_FORMATS_INTL } from '../../common'
4
+
5
+ type PayoffProjection = {
6
+ payoffSavings: string
7
+ payoffDate: string
8
+ payoffDuration: string
9
+ }
10
+
11
+ export function getPayoffProjection(debts: Debt[], extraPayment?: number): PayoffProjection {
12
+ // Sort non-zero debts by balance (ascending)
13
+ const sortedDebts = debts.filter((d) => d.balance > 0).sort((a, b) => a.balance - b.balance)
14
+
15
+ let totalSavings = 0
16
+ let monthlyExtra = extraPayment ?? 0
17
+ const startDate = new Date()
18
+ const endDate = new Date()
19
+
20
+ while (sortedDebts.some((debt) => debt.balance > 0)) {
21
+ for (const debt of sortedDebts) {
22
+ if (debt.balance <= 0) continue
23
+
24
+ const monthlyInterest = (debt.balance * debt.interest_rate) / 12
25
+ totalSavings += monthlyInterest
26
+
27
+ // Apply monthly payment with any extra payment
28
+ const appliedPayment = Math.min(debt.balance, debt.monthly_payment + monthlyExtra)
29
+ debt.balance -= appliedPayment
30
+
31
+ // If debt was paid off, roll over ("snowball") its payment as extra payment
32
+ if (debt.balance <= 0) {
33
+ monthlyExtra += debt.monthly_payment
34
+ }
35
+ }
36
+
37
+ // Increment to the next month
38
+ endDate.setMonth(endDate.getMonth() + 1)
39
+ }
40
+
41
+ const duration = intervalToDuration({ start: startDate, end: endDate })
42
+
43
+ return {
44
+ payoffSavings: formatCurrency(totalSavings, '0,0.00'),
45
+ payoffDate: formatDate(endDate, DATE_FORMATS_INTL.MONTH_YEAR),
46
+ payoffDuration: formatDuration(duration, { format: ['years', 'months'] }),
47
+ }
48
+ }
@@ -0,0 +1,128 @@
1
+ import React from 'react'
2
+ import { observer } from 'mobx-react-lite'
3
+
4
+ import Stack from '@mui/material/Stack'
5
+ import Tab from '@mui/material/Tab'
6
+ import Tabs from '@mui/material/Tabs'
7
+
8
+ import {
9
+ ANALYTICS_EVENTS,
10
+ buildDynamicCopy,
11
+ Drawer,
12
+ formatCurrency,
13
+ Loader,
14
+ TrackType,
15
+ useAccountStore,
16
+ useEvent,
17
+ useGlobalCopyStore,
18
+ useGlobalUiStore,
19
+ useGoalStore,
20
+ useScreenSize,
21
+ WidgetContainer,
22
+ WidgetProps,
23
+ } from '../common'
24
+
25
+ import { TabTitle } from './components/TabTitle'
26
+ import { GoalList } from './components/GoalList'
27
+ import { GoalDetails } from './components/GoalDetails'
28
+
29
+ export const GoalsWidget = observer(({ onBackClick, sx }: WidgetProps) => {
30
+ const { onEvent } = useEvent()
31
+ const { isMobile } = useScreenSize()
32
+ const { accounts } = useAccountStore()
33
+ const { isInitialized, setSelectedAccounts } = useGlobalUiStore()
34
+ const { goals: copy } = useGlobalCopyStore()
35
+ const { loadGoals, selectedGoal, setSelectedGoal } = useGoalStore()
36
+
37
+ const [selectedTab, setSelectedTab] = React.useState(0)
38
+
39
+ // TODO: Replace with calculated values
40
+ const savingTotal = 400
41
+ const debtTotal = 205
42
+ const retirementTotal = 624
43
+
44
+ const savingsTabSubtitle = buildDynamicCopy(
45
+ isMobile ? copy.tab_subtitle_mobile : copy.tab_subtitle,
46
+ formatCurrency(savingTotal, '0,0'),
47
+ ) as string
48
+
49
+ const debtTabSubtitle = buildDynamicCopy(
50
+ isMobile ? copy.tab_subtitle_mobile : copy.tab_subtitle,
51
+ formatCurrency(debtTotal, '0,0'),
52
+ ) as string
53
+
54
+ const retireTabSubtitle = buildDynamicCopy(
55
+ isMobile ? copy.tab_subtitle_mobile : copy.tab_subtitle,
56
+ formatCurrency(retirementTotal, '0,0'),
57
+ ) as string
58
+
59
+ React.useEffect(() => {
60
+ setSelectedAccounts(accounts)
61
+ onEvent(ANALYTICS_EVENTS.GOALS_VIEW)
62
+ }, [])
63
+
64
+ React.useEffect(() => {
65
+ if (isInitialized) {
66
+ loadGoals().finally()
67
+ }
68
+ }, [isInitialized])
69
+
70
+ const handleAccountFilterClick = () => {
71
+ onEvent(ANALYTICS_EVENTS.GOALS_CLICK_FILTER)
72
+ }
73
+
74
+ const handleAddClick = () => {
75
+ onEvent(ANALYTICS_EVENTS.GOALS_CLICK_ADD)
76
+ }
77
+
78
+ return (
79
+ <WidgetContainer
80
+ accountOptions={accounts}
81
+ actions={[
82
+ {
83
+ iconName: 'add',
84
+ label: copy.add_title,
85
+ onClick: handleAddClick,
86
+ },
87
+ ]}
88
+ onAccountsFilterClick={handleAccountFilterClick}
89
+ onBackClick={onBackClick}
90
+ sx={sx}
91
+ title={copy.title}
92
+ >
93
+ {!isInitialized && <Loader />}
94
+ {isInitialized && (
95
+ <Stack mx={isMobile ? 0 : 48} my={24}>
96
+ <Tabs
97
+ onChange={(_, newValue) => setSelectedTab(newValue)}
98
+ sx={{ bgcolor: 'background.paper' }}
99
+ value={selectedTab}
100
+ variant="fullWidth"
101
+ >
102
+ <Tab label={<TabTitle subtitle={savingsTabSubtitle} title={copy.tab_saving_title} />} />
103
+ <Tab label={<TabTitle subtitle={debtTabSubtitle} title={copy.tab_debt_title} />} />
104
+ <Tab
105
+ label={<TabTitle subtitle={retireTabSubtitle} title={copy.tab_retirement_title} />}
106
+ />
107
+ </Tabs>
108
+ {selectedTab === 0 && (
109
+ <GoalList onManageClick={() => {}} trackType={TrackType.SAVINGS_TRACK} />
110
+ )}
111
+ {selectedTab === 1 && (
112
+ <GoalList onManageClick={() => {}} trackType={TrackType.DEBT_TRACK} />
113
+ )}
114
+ {selectedTab === 2 && (
115
+ <GoalList onManageClick={() => {}} trackType={TrackType.RETIREMENT_TRACK} />
116
+ )}
117
+ </Stack>
118
+ )}
119
+ <Drawer
120
+ isOpen={Boolean(selectedGoal)}
121
+ onClose={() => setSelectedGoal(undefined)}
122
+ title={copy.goal_details}
123
+ >
124
+ {selectedGoal && <GoalDetails goal={selectedGoal} />}
125
+ </Drawer>
126
+ </WidgetContainer>
127
+ )
128
+ })
@@ -0,0 +1,29 @@
1
+ import { ApiEndpoints, Fetch, Goal } from '../../common'
2
+
3
+ export class GoalApi {
4
+ fetchInstance: Fetch
5
+
6
+ constructor(endpoint: string, token: string) {
7
+ this.fetchInstance = new Fetch(endpoint, token)
8
+ }
9
+
10
+ addGoal = async (goal: Goal) => {
11
+ return this.fetchInstance.post(ApiEndpoints.GOALS, goal).then(data => data)
12
+ }
13
+
14
+ getGoalByGuid = async (guid: string) => {
15
+ return this.fetchInstance.get(`${ApiEndpoints.GOALS}/${guid}`).then(data => data)
16
+ }
17
+
18
+ getGoals = async () => {
19
+ return this.fetchInstance.get(ApiEndpoints.GOALS).then(data => data)
20
+ }
21
+
22
+ removeGoal = async (guid: string) => {
23
+ return this.fetchInstance.delete(`${ApiEndpoints}/${guid}`).then(data => data)
24
+ }
25
+
26
+ updateGoal = async (goal: Goal, guid: string) => {
27
+ return this.fetchInstance.put(`${ApiEndpoints.GOALS}/${guid}`, goal).then(data => data)
28
+ }
29
+ }
@@ -0,0 +1,240 @@
1
+ import React from 'react'
2
+
3
+ import Button from '@mui/material/Button'
4
+ import Divider from '@mui/material/Divider'
5
+ import List from '@mui/material/List'
6
+ import ListItem from '@mui/material/ListItem'
7
+ import ListItemAvatar from '@mui/material/ListItemAvatar'
8
+ import ListItemButton from '@mui/material/ListItemButton'
9
+ import ListItemText from '@mui/material/ListItemText'
10
+ import Stack from '@mui/material/Stack'
11
+
12
+ import { ChevronRight, AddBox } from '@mxenabled/mx-icons'
13
+
14
+ import { InstitutionLogo, Text } from '@kyper/mui'
15
+
16
+ import {
17
+ buildDynamicCopy,
18
+ formatCurrency,
19
+ formatPercentage,
20
+ Goal,
21
+ TrackType,
22
+ useAccountStore,
23
+ useGlobalCopyStore,
24
+ } from '../../common'
25
+
26
+ import { GoalStatusCard } from './GoalStatusCard'
27
+
28
+ interface GoalDetailsProps {
29
+ goal: Goal
30
+ }
31
+
32
+ export const GoalDetails = ({ goal }: GoalDetailsProps) => {
33
+ const { goals: copy } = useGlobalCopyStore()
34
+ const { accounts } = useAccountStore()
35
+
36
+ const account = React.useMemo(
37
+ () => accounts.find((a) => a.guid === goal.account_guid),
38
+ [accounts, goal],
39
+ )
40
+
41
+ let goalTitle = copy.details_save_title
42
+ if (goal.track_type === TrackType.DEBT_TRACK) {
43
+ goalTitle = copy.details_debt_title
44
+ } else if (goal.track_type === TrackType.RETIREMENT_TRACK) {
45
+ goalTitle = copy.details_retirement_title
46
+ }
47
+
48
+ return (
49
+ <Stack>
50
+ <Stack mx={24}>
51
+ <Text color="text.secondary" sx={{ mb: 4, mt: 24 }} variant="XSmall">
52
+ {goalTitle}
53
+ </Text>
54
+ <GoalStatusCard goal={goal} />
55
+
56
+ <Text color="text.secondary" sx={{ mb: 4, mt: 24 }} variant="XSmall">
57
+ {copy.details_title}
58
+ </Text>
59
+ </Stack>
60
+
61
+ <List sx={{ bgcolor: 'background.paper' }}>
62
+ {/* TODO Replace with action */}
63
+ <ListItem>
64
+ <ListItemButton>
65
+ <ListItemText
66
+ primary={copy.details_goal_name}
67
+ primaryTypographyProps={{ fontSize: 11 }}
68
+ secondary={goal.name}
69
+ secondaryTypographyProps={{ fontSize: 15, fontWeight: 600 }}
70
+ />
71
+ <ChevronRight />
72
+ </ListItemButton>
73
+ </ListItem>
74
+ <Divider variant="inset" />
75
+
76
+ {(goal.track_type === TrackType.SAVINGS_TRACK ||
77
+ goal.track_type === TrackType.RETIREMENT_TRACK) && (
78
+ // TODO Replace with action
79
+ <>
80
+ <ListItem>
81
+ <ListItemButton>
82
+ <ListItemText
83
+ primary={copy.details_amount_to_save}
84
+ primaryTypographyProps={{ fontSize: 11 }}
85
+ secondary={formatCurrency(goal.amount, '0,0')}
86
+ secondaryTypographyProps={{ fontSize: 15, fontWeight: 600 }}
87
+ />
88
+ <ChevronRight />
89
+ </ListItemButton>
90
+ </ListItem>
91
+ <Divider
92
+ variant={goal.track_type === TrackType.RETIREMENT_TRACK ? 'inset' : 'fullWidth'}
93
+ />
94
+ </>
95
+ )}
96
+
97
+ {goal.track_type === TrackType.DEBT_TRACK && (
98
+ <>
99
+ {/* TODO Replace with action */}
100
+ <ListItem>
101
+ <ListItemButton>
102
+ <ListItemText
103
+ primary={copy.details_monthly_payment}
104
+ primaryTypographyProps={{ fontSize: 11 }}
105
+ secondary={formatCurrency(goal.monthly_payment, '0,0')}
106
+ secondaryTypographyProps={{ fontSize: 15, fontWeight: 600 }}
107
+ />
108
+ <ChevronRight />
109
+ </ListItemButton>
110
+ </ListItem>
111
+ <Divider variant="inset" />
112
+
113
+ {/* TODO Replace with action */}
114
+ <ListItem>
115
+ <ListItemButton>
116
+ <ListItemText
117
+ primary={copy.details_interest_rate}
118
+ primaryTypographyProps={{ fontSize: 11 }}
119
+ secondary={formatPercentage(goal.interest_rate)}
120
+ secondaryTypographyProps={{ fontSize: 15, fontWeight: 600 }}
121
+ />
122
+ <ChevronRight />
123
+ </ListItemButton>
124
+ </ListItem>
125
+ <Divider variant="inset" />
126
+
127
+ {/* TODO Replace with action */}
128
+ <ListItem>
129
+ <ListItemButton>
130
+ <ListItemText
131
+ primary={copy.details_original_balance}
132
+ primaryTypographyProps={{ fontSize: 11 }}
133
+ secondary={formatCurrency(goal.initial_amount, '0,0')}
134
+ secondaryTypographyProps={{ fontSize: 15, fontWeight: 600 }}
135
+ />
136
+ <ChevronRight />
137
+ </ListItemButton>
138
+ </ListItem>
139
+ <Divider />
140
+ </>
141
+ )}
142
+
143
+ {goal.track_type === TrackType.RETIREMENT_TRACK && (
144
+ <>
145
+ {/* TODO Replace with action */}
146
+ <ListItem>
147
+ <ListItemButton>
148
+ <ListItemText
149
+ primary={copy.details_retirement_age}
150
+ primaryTypographyProps={{ fontSize: 11 }}
151
+ secondary={65} // TODO Where do we get this value?
152
+ secondaryTypographyProps={{ fontSize: 15, fontWeight: 600 }}
153
+ />
154
+ <ChevronRight />
155
+ </ListItemButton>
156
+ </ListItem>
157
+ <Divider variant="inset" />
158
+
159
+ {/* TODO Replace with action */}
160
+ <ListItem>
161
+ <ListItemButton>
162
+ <ListItemText
163
+ primary={copy.details_birthday}
164
+ primaryTypographyProps={{ fontSize: 11 }}
165
+ secondary={'08/13/1985'} // TODO Where do we get this value?
166
+ secondaryTypographyProps={{ fontSize: 15, fontWeight: 600 }}
167
+ />
168
+ <ChevronRight />
169
+ </ListItemButton>
170
+ </ListItem>
171
+ <Divider />
172
+ </>
173
+ )}
174
+ </List>
175
+
176
+ <Text color="text.secondary" sx={{ mb: 4, ml: 24, mt: 12 }} variant="XSmall">
177
+ {goal.track_type === TrackType.RETIREMENT_TRACK
178
+ ? copy.details_accounts
179
+ : copy.details_account}
180
+ </Text>
181
+
182
+ {account && (
183
+ <>
184
+ <ListItem sx={{ bgcolor: 'background.paper' }}>
185
+ <ListItemButton>
186
+ <ListItemAvatar>
187
+ <InstitutionLogo
188
+ alt={account.name || ''}
189
+ institutionGuid={account.institution_guid || ''}
190
+ />
191
+ </ListItemAvatar>
192
+ <ListItemText
193
+ primary={account.name || account.feed_name}
194
+ secondary={formatCurrency(account.balance, '0,0.00')}
195
+ />
196
+ <ChevronRight />
197
+ </ListItemButton>
198
+ </ListItem>
199
+ <Divider />
200
+ </>
201
+ )}
202
+
203
+ {goal.track_type === TrackType.RETIREMENT_TRACK && (
204
+ <>
205
+ <ListItem
206
+ disableGutters={true}
207
+ disablePadding={true}
208
+ sx={{ bgcolor: 'background.paper' }}
209
+ >
210
+ <ListItemButton>
211
+ <ListItemText>
212
+ <Stack alignItems="center" color="action.active" direction="row" gap={8}>
213
+ <AddBox filled={true} />
214
+ {copy.details_add_account}
215
+ </Stack>
216
+ </ListItemText>
217
+ <ChevronRight color="primary" />
218
+ </ListItemButton>
219
+ </ListItem>
220
+ <Divider />
221
+ </>
222
+ )}
223
+
224
+ {goal.track_type === TrackType.SAVINGS_TRACK && (
225
+ <>
226
+ <Button sx={{ mb: 8, mt: 24, mx: 24 }} variant="text">
227
+ {copy.details_change_account}
228
+ </Button>
229
+ <Text
230
+ color="text.secondary"
231
+ sx={{ mx: 24, textAlign: 'center', whiteSpace: 'wrap' }}
232
+ variant="Paragraph"
233
+ >
234
+ {buildDynamicCopy(copy.details_change_account_description, goal.name) as string}
235
+ </Text>
236
+ </>
237
+ )}
238
+ </Stack>
239
+ )
240
+ }
@@ -0,0 +1,101 @@
1
+ import { observer } from 'mobx-react-lite'
2
+
3
+ import Button from '@mui/material/Button'
4
+ import Card from '@mui/material/Card'
5
+ import CardActionArea from '@mui/material/CardActionArea'
6
+ import CardContent from '@mui/material/CardContent'
7
+ import Grid from '@mui/material/Unstable_Grid2'
8
+ import Stack from '@mui/material/Stack'
9
+
10
+ import { Icon, Text } from '@kyper/mui'
11
+
12
+ import {
13
+ formatCurrency,
14
+ TrackType,
15
+ useGlobalCopyStore,
16
+ useGoalStore,
17
+ useScreenSize,
18
+ } from '../../common'
19
+
20
+ import { GoalStatusCard } from './GoalStatusCard'
21
+
22
+ interface GoalListProps {
23
+ trackType: TrackType
24
+ onManageClick: (trackType: TrackType) => void
25
+ }
26
+
27
+ export const GoalList = observer(({ onManageClick, trackType }: GoalListProps) => {
28
+ const { isMobile } = useScreenSize()
29
+ const { goals: copy } = useGlobalCopyStore()
30
+ const { goals: allGoals, setSelectedGoal } = useGoalStore()
31
+
32
+ const goals = allGoals.filter((goal) => goal.track_type === trackType)
33
+ const ongoing = goals.filter((goal) => !goal.is_complete)
34
+ const complete = goals.filter((goal) => goal.is_complete)
35
+
36
+ let manageButtonLabel = copy.manage_saving_goals
37
+ if (trackType === TrackType.DEBT_TRACK) {
38
+ manageButtonLabel = copy.manage_debt_goals
39
+ } else if (trackType === TrackType.RETIREMENT_TRACK) {
40
+ manageButtonLabel = copy.manage_retirement_goals
41
+ }
42
+
43
+ const zeroStateComplete =
44
+ trackType === TrackType.DEBT_TRACK
45
+ ? copy.zero_state_complete_debt
46
+ : copy.zero_state_complete_savings
47
+
48
+ return (
49
+ <Stack mt={16} mx={isMobile ? 24 : 0}>
50
+ <Stack alignItems="center" direction="row" justifyContent="space-between" mb={8}>
51
+ <Text color="text.secondary" variant="Small">
52
+ {copy.ongoing_title}
53
+ </Text>
54
+ <Button endIcon={<Icon name="chevron_right" />} onClick={() => onManageClick(trackType)}>
55
+ {manageButtonLabel}
56
+ </Button>
57
+ </Stack>
58
+
59
+ <Grid container={true} spacing={24}>
60
+ {ongoing.map((goal, index, goals) => (
61
+ // Goal should be full width in mobile or if it's the first goal (unless there are 2)
62
+ <Grid key={index} xs={isMobile || (index === 0 && goals.length !== 2) ? 12 : 6}>
63
+ <GoalStatusCard goal={goal} key={goal.guid} onClick={() => setSelectedGoal(goal)} />
64
+ </Grid>
65
+ ))}
66
+ </Grid>
67
+
68
+ {trackType !== TrackType.RETIREMENT_TRACK && (
69
+ <Stack gap={16} mt={48}>
70
+ <Text color="text.secondary" variant="Small">
71
+ {copy.complete_title}
72
+ </Text>
73
+ {complete.length === 0 && (
74
+ <Stack alignItems="center" bgcolor="background.default" borderRadius={2} py={18}>
75
+ <Text variant="Small">{zeroStateComplete}</Text>
76
+ </Stack>
77
+ )}
78
+ {complete.map((goal) => (
79
+ <Card elevation={2} key={goal.guid} sx={{ borderRadius: 2 }}>
80
+ <CardActionArea onClick={() => setSelectedGoal(goal)}>
81
+ <CardContent sx={{ ':last-child': { pb: 16 } }}>
82
+ <Stack alignItems="center" direction="row" justifyContent="space-between">
83
+ <Stack alignItems="center" direction="row" gap={6}>
84
+ <Icon color="success" fill={true} name="check_circle" size={20} />
85
+ <Text color="text.secondary" variant="Body">
86
+ {goal.name}
87
+ </Text>
88
+ </Stack>
89
+ <Text bold={true} variant="Body">
90
+ {formatCurrency(goal.amount, '0,0.00')}
91
+ </Text>
92
+ </Stack>
93
+ </CardContent>
94
+ </CardActionArea>
95
+ </Card>
96
+ ))}
97
+ </Stack>
98
+ )}
99
+ </Stack>
100
+ )
101
+ })
@@ -0,0 +1,87 @@
1
+ import { observer } from 'mobx-react-lite'
2
+
3
+ import Card from '@mui/material/Card'
4
+ import CardContent from '@mui/material/CardContent'
5
+ import CardHeader from '@mui/material/CardHeader'
6
+ import Stack from '@mui/material/Stack'
7
+
8
+ import { H2, Text } from '@kyper/mui'
9
+
10
+ import {
11
+ formatCurrency,
12
+ type Goal,
13
+ StatusBar,
14
+ StatusBarData,
15
+ useGlobalCopyStore,
16
+ } from '../../common'
17
+
18
+ import { getGoalStatusData } from '../util/GoalsUtil'
19
+ import { CardActionArea } from '@mui/material'
20
+ import Avatar from '@mui/material/Avatar'
21
+ import { Payments } from '@mxenabled/mx-icons'
22
+
23
+ interface GoalStatusCardProps {
24
+ goal: Goal
25
+ onClick?: () => void
26
+ }
27
+
28
+ export const GoalStatusCard = observer(({ goal, onClick }: GoalStatusCardProps) => {
29
+ const { goals: copy } = useGlobalCopyStore()
30
+
31
+ const {
32
+ backgroundColor: bgcolor,
33
+ color,
34
+ percentage,
35
+ percentageText,
36
+ projectedText,
37
+ } = getGoalStatusData(copy, goal)
38
+
39
+ const data = [
40
+ {
41
+ color: bgcolor,
42
+ percentage: `${percentage}`,
43
+ },
44
+ ] as StatusBarData[]
45
+
46
+ return (
47
+ <Card elevation={2} sx={{ borderRadius: 2 }}>
48
+ <CardActionArea disabled={!onClick} onClick={onClick}>
49
+ <CardHeader
50
+ avatar={
51
+ <Avatar sx={{ bgcolor, color, height: 48, width: 48 }} variant="rounded">
52
+ <Payments />
53
+ </Avatar>
54
+ }
55
+ subheader={
56
+ <Text variant="H2">
57
+ {`
58
+ ${formatCurrency(goal.current_amount, '0,0.00')}/
59
+ ${formatCurrency(goal.amount, '0,0.00')}
60
+ `}
61
+ </Text>
62
+ }
63
+ title={
64
+ <H2 color="text.secondary" fontWeight={400} variant="Body">
65
+ {goal.name}
66
+ </H2>
67
+ }
68
+ />
69
+ <CardContent sx={{ pt: 0 }}>
70
+ <Stack gap={6}>
71
+ <StatusBar data={data} height={24} />
72
+ <Stack alignItems="center" direction="row" justifyContent="space-between">
73
+ <Text color="text.secondary" variant="XSmall">
74
+ {percentageText}
75
+ </Text>
76
+ {goal.projected_to_complete_at && (
77
+ <Text color="text.secondary" variant="XSmall">
78
+ {projectedText}
79
+ </Text>
80
+ )}
81
+ </Stack>
82
+ </Stack>
83
+ </CardContent>
84
+ </CardActionArea>
85
+ </Card>
86
+ )
87
+ })
@@ -0,0 +1,21 @@
1
+ import Stack from '@mui/material/Stack'
2
+
3
+ import { Text } from '@kyper/mui'
4
+
5
+ interface TabTitleProps {
6
+ title: string
7
+ subtitle: string
8
+ }
9
+
10
+ export function TabTitle({ title, subtitle }: TabTitleProps) {
11
+ return (
12
+ <Stack>
13
+ <Text bold={true} variant="Body">
14
+ {title}
15
+ </Text>
16
+ <Text sx={{ fontWeight: 400 }} variant="Body">
17
+ {subtitle}
18
+ </Text>
19
+ </Stack>
20
+ )
21
+ }
@@ -0,0 +1,29 @@
1
+ export enum CopyNamespace {
2
+ Goals = 'goals',
3
+ }
4
+
5
+ export enum ScreenName {
6
+ EmergencySavings = 'emergency_savings',
7
+ }
8
+
9
+ export enum ComponentName {
10
+ DismissalFeedback = 'dismissal_feedback',
11
+ ZeroState = 'zero_state',
12
+ }
13
+
14
+ export const COPY_KEYS = [
15
+ `${ScreenName.EmergencySavings}.${ComponentName.DismissalFeedback}.call_to_action`,
16
+ `${ScreenName.EmergencySavings}.${ComponentName.DismissalFeedback}.description`,
17
+ `${ScreenName.EmergencySavings}.${ComponentName.DismissalFeedback}.dismissal`,
18
+ `${ScreenName.EmergencySavings}.${ComponentName.DismissalFeedback}.feedback_options.cant_afford_it_radio_1`,
19
+ `${ScreenName.EmergencySavings}.${ComponentName.DismissalFeedback}.feedback_options.dont_know_what_it_is_radio_3`,
20
+ `${ScreenName.EmergencySavings}.${ComponentName.DismissalFeedback}.feedback_options.dont_need_it_radio_2`,
21
+ `${ScreenName.EmergencySavings}.${ComponentName.DismissalFeedback}.feedback_options.have_enough_radio_4`,
22
+ `${ScreenName.EmergencySavings}.${ComponentName.DismissalFeedback}.feedback_options.other_text`,
23
+ `${ScreenName.EmergencySavings}.${ComponentName.ZeroState}.title`,
24
+ `${ScreenName.EmergencySavings}.${ComponentName.ZeroState}.call_to_action`,
25
+ `${ScreenName.EmergencySavings}.${ComponentName.ZeroState}.description`,
26
+ `${ScreenName.EmergencySavings}.${ComponentName.ZeroState}.dismissal`,
27
+ `${ScreenName.EmergencySavings}.${ComponentName.ZeroState}.subtitle`,
28
+ `${ScreenName.EmergencySavings}.${ComponentName.ZeroState}.title`,
29
+ ]
@@ -0,0 +1,2 @@
1
+ export { GoalsWidget } from './GoalsWidget'
2
+ export { GoalStore } from './stores/GoalStore'