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

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (513) hide show
  1. package/CHANGELOG.md +4 -0
  2. package/dist/debts/components/SnowballCard.d.ts +3 -1
  3. package/dist/debts/components/SnowballDrawer.d.ts +9 -0
  4. package/dist/index.es.js +3905 -3522
  5. package/dist/index.es.js.map +1 -1
  6. package/package.json +23 -3
  7. package/src/accounts/AccountsMiniWidget.tsx +62 -0
  8. package/src/accounts/AccountsWidget.tsx +93 -0
  9. package/src/accounts/ConnectMiniWidget.tsx +36 -0
  10. package/src/accounts/__tests__/Accounts.test.tsx +561 -0
  11. package/src/accounts/api/AccountApi.ts +74 -0
  12. package/src/accounts/api/__mocks__/AccountApi.ts +46 -0
  13. package/src/accounts/components/AccountListItem.tsx +102 -0
  14. package/src/accounts/components/AccountsList.tsx +133 -0
  15. package/src/accounts/components/ConnectImage.tsx +314 -0
  16. package/src/accounts/components/ConnectMiniWidgetCard.tsx +41 -0
  17. package/src/accounts/components/ConnectStatus.tsx +44 -0
  18. package/src/accounts/components/ConnectionStatusIcons.tsx +26 -0
  19. package/src/accounts/components/ConnectionsDrawer.tsx +84 -0
  20. package/src/accounts/components/detailsdrawer/Accounts/AccountActions.tsx +177 -0
  21. package/src/accounts/components/detailsdrawer/Accounts/AccountActionsRow.tsx +33 -0
  22. package/src/accounts/components/detailsdrawer/Accounts/AccountConnection.tsx +139 -0
  23. package/src/accounts/components/detailsdrawer/Accounts/AccountDetailEdit.tsx +162 -0
  24. package/src/accounts/components/detailsdrawer/Accounts/AccountDetails.tsx +98 -0
  25. package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsChart.tsx +63 -0
  26. package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsContent.tsx +52 -0
  27. package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsHeader.tsx +71 -0
  28. package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsTab.tsx +25 -0
  29. package/src/accounts/components/detailsdrawer/Accounts/ConnectionErrorMessage.tsx +99 -0
  30. package/src/accounts/components/detailsdrawer/Transactions/TransactionsTab.tsx +51 -0
  31. package/src/accounts/constants/Accounts.ts +11 -0
  32. package/src/accounts/hooks/useGetMergeableAccounts.tsx +13 -0
  33. package/src/accounts/hooks/useUiStore.ts +12 -0
  34. package/src/accounts/index.ts +8 -0
  35. package/src/accounts/stores/AccountStore.ts +220 -0
  36. package/src/accounts/stores/UiStore.ts +18 -0
  37. package/src/accounts/stores/__tests__/AccountStore.test.ts +204 -0
  38. package/src/accounts/utils/AccountFields.tsx +248 -0
  39. package/src/accounts/utils/Accounts.ts +28 -0
  40. package/src/accounts/utils/__tests__/AccountFieldsUtils.test.tsx +215 -0
  41. package/src/accounts/utils/__tests__/AccountsUtils.test.tsx +104 -0
  42. package/src/accounts/utils/getConnectionMessages.tsx +198 -0
  43. package/src/accounts/utils/index.ts +1 -0
  44. package/src/budgets/BubbleBudgetsMiniWidget.tsx +57 -0
  45. package/src/budgets/BubbleBudgetsWidget.tsx +154 -0
  46. package/src/budgets/__tests__/BubbleBudgetsWidget.test.tsx +40 -0
  47. package/src/budgets/__tests__/BudgetList.test.tsx +38 -0
  48. package/src/budgets/__tests__/BudgetsStore.test.tsx +48 -0
  49. package/src/budgets/__tests__/Overview.test.tsx +38 -0
  50. package/src/budgets/api/BudgetsApi.ts +43 -0
  51. package/src/budgets/api/__mocks__/BudgetsApi.ts +7 -0
  52. package/src/budgets/components/AddBudgets.tsx +50 -0
  53. package/src/budgets/components/BubbleBudgets.tsx +73 -0
  54. package/src/budgets/components/BubbleChart.tsx +50 -0
  55. package/src/budgets/components/BudgetDetailsDrawer.tsx +134 -0
  56. package/src/budgets/components/BudgetList.tsx +50 -0
  57. package/src/budgets/components/Overview.tsx +156 -0
  58. package/src/budgets/components/ZeroState.tsx +23 -0
  59. package/src/budgets/components/addbudget/Header.tsx +59 -0
  60. package/src/budgets/components/addbudget/RecalculateBudgetRow.tsx +53 -0
  61. package/src/budgets/components/addbudget/RecalculateBudgets.tsx +69 -0
  62. package/src/budgets/components/addbudget/UnbudgetedRow.tsx +57 -0
  63. package/src/budgets/components/bubblechart/Bubble.tsx +148 -0
  64. package/src/budgets/components/bubblechart/Mercury.tsx +57 -0
  65. package/src/budgets/components/budgetdetails/AddSubBudget.tsx +111 -0
  66. package/src/budgets/components/budgetdetails/BudgetDetails.tsx +93 -0
  67. package/src/budgets/components/budgetdetails/Header.tsx +48 -0
  68. package/src/budgets/components/budgetdetails/SubBudgetList.tsx +148 -0
  69. package/src/budgets/components/budgetlist/BudgetRow.tsx +63 -0
  70. package/src/budgets/components/budgetlist/SubBudgetRow.tsx +64 -0
  71. package/src/budgets/components/budgetlist/SubBudgetZeroState.tsx +22 -0
  72. package/src/budgets/components/shared/BudgetAmount.tsx +54 -0
  73. package/src/budgets/index.ts +2 -0
  74. package/src/budgets/store/BudgetsStore.ts +183 -0
  75. package/src/budgets/utils/BubblesSVG.ts +142 -0
  76. package/src/budgets/utils/BudgetUtil.ts +140 -0
  77. package/src/cashflow/CashflowMiniWidget.tsx +25 -0
  78. package/src/cashflow/CashflowOnboarding.tsx +298 -0
  79. package/src/cashflow/CashflowWidget.tsx +111 -0
  80. package/src/cashflow/api/CashflowApi.ts +62 -0
  81. package/src/cashflow/api/__mocks__/CashflowApi.ts +15 -0
  82. package/src/cashflow/components/CashflowAmountHeading.tsx +46 -0
  83. package/src/cashflow/components/CashflowContent.tsx +63 -0
  84. package/src/cashflow/components/CashflowHeading.tsx +172 -0
  85. package/src/cashflow/components/CashflowWidgetContent.tsx +225 -0
  86. package/src/cashflow/components/DetailsExpenseHeader.tsx +47 -0
  87. package/src/cashflow/components/DetailsExpenseRow.tsx +46 -0
  88. package/src/cashflow/components/DetailsFooter.tsx +28 -0
  89. package/src/cashflow/components/DetailsTab.tsx +128 -0
  90. package/src/cashflow/components/RemainingCash.tsx +44 -0
  91. package/src/cashflow/components/SummaryTab.tsx +247 -0
  92. package/src/cashflow/components/onboarding/StepOne.tsx +90 -0
  93. package/src/cashflow/components/onboarding/StepTwo.tsx +23 -0
  94. package/src/cashflow/context/hooks.tsx +12 -0
  95. package/src/cashflow/images/cashflow-onboarding.png +0 -0
  96. package/src/cashflow/images/loading-animation.gif +0 -0
  97. package/src/cashflow/index.ts +5 -0
  98. package/src/cashflow/stores/CashflowStore.ts +26 -0
  99. package/src/cashflow/stores/UiStore.ts +48 -0
  100. package/src/cashflow/stores/__tests__/CashflowStore.test.ts +16 -0
  101. package/src/cashflow/util/Filters.ts +15 -0
  102. package/src/categories/components/CategoryList.tsx +64 -0
  103. package/src/categories/components/CategoryRow.tsx +68 -0
  104. package/src/categories/components/CategorySelector.tsx +80 -0
  105. package/src/categories/components/CategorySelectorDrawer.tsx +41 -0
  106. package/src/categories/components/CustomCategories/AddSubcategory.tsx +65 -0
  107. package/src/categories/components/CustomCategories/CustomCategoryModal.tsx +99 -0
  108. package/src/categories/components/CustomCategories/DeleteSubcategory.tsx +49 -0
  109. package/src/categories/components/CustomCategories/RenameSubcategory.tsx +48 -0
  110. package/src/categories/components/CustomCategories/index.ts +4 -0
  111. package/src/categories/components/SubcategoryList.tsx +47 -0
  112. package/src/categories/components/SubcategoryRow.tsx +123 -0
  113. package/src/categories/constants/Analytics.ts +89 -0
  114. package/src/categories/constants/OnClickEvents.ts +13 -0
  115. package/src/categories/context/hooks.ts +12 -0
  116. package/src/categories/index.ts +5 -0
  117. package/src/categories/stores/CategoryStore.ts +184 -0
  118. package/src/categories/stores/UiStore.ts +36 -0
  119. package/src/categories/stores/__tests__/CategoryStore.test.ts +54 -0
  120. package/src/categories/util/CategoryUtil.ts +136 -0
  121. package/src/common/api/AnalyticsApi.ts +49 -0
  122. package/src/common/api/BeatApi.ts +32 -0
  123. package/src/common/api/CategoryApi.ts +52 -0
  124. package/src/common/api/GlobalCopyApi.ts +17 -0
  125. package/src/common/api/LocalizedCopyApi.ts +21 -0
  126. package/src/common/api/NotificationApi.ts +40 -0
  127. package/src/common/api/ScheduledPaymentsApi.ts +37 -0
  128. package/src/common/api/UserApi.ts +23 -0
  129. package/src/common/api/WidgetApi.ts +15 -0
  130. package/src/common/api/__mocks__/BeatApi.ts +8 -0
  131. package/src/common/api/__mocks__/CategoryApi.ts +15 -0
  132. package/src/common/api/__mocks__/GlobalCopyApi.ts +7 -0
  133. package/src/common/api/__mocks__/NotificationApi.ts +11 -0
  134. package/src/common/api/__mocks__/ScheduledPaymentsApi.ts +7 -0
  135. package/src/common/api/__mocks__/UserApi.ts +9 -0
  136. package/src/common/api/__mocks__/WidgetApi.ts +11 -0
  137. package/src/common/api/index.ts +9 -0
  138. package/src/common/components/ConnectDrawer.tsx +87 -0
  139. package/src/common/components/CurrencyInput.tsx +147 -0
  140. package/src/common/components/CurrencyText.tsx +44 -0
  141. package/src/common/components/DataRow.tsx +52 -0
  142. package/src/common/components/IconBacking.tsx +41 -0
  143. package/src/common/components/InformationTooltip.tsx +52 -0
  144. package/src/common/components/ListItemWrapper.tsx +49 -0
  145. package/src/common/components/Loader.tsx +24 -0
  146. package/src/common/components/MiniWidgetContainer.tsx +64 -0
  147. package/src/common/components/ResponsiveButton.tsx +65 -0
  148. package/src/common/components/SearchBox.tsx +64 -0
  149. package/src/common/components/SelectionBox.tsx +64 -0
  150. package/src/common/components/SubheaderRow.tsx +22 -0
  151. package/src/common/components/TabContentContainer.tsx +28 -0
  152. package/src/common/components/WidgetContainer.tsx +239 -0
  153. package/src/common/components/accountfilter/AccountFilter.tsx +133 -0
  154. package/src/common/components/accountfilter/AccountFilterOptions.tsx +263 -0
  155. package/src/common/components/accountfilter/index.ts +1 -0
  156. package/src/common/components/barchart/Bar.tsx +123 -0
  157. package/src/common/components/barchart/BarChart.tsx +136 -0
  158. package/src/common/components/barchart/BarColumn.tsx +150 -0
  159. package/src/common/components/barchart/Legend.tsx +60 -0
  160. package/src/common/components/barchart/Util.ts +54 -0
  161. package/src/common/components/barchart/__tests__/BarChart.test.tsx +46 -0
  162. package/src/common/components/barchart/index.ts +1 -0
  163. package/src/common/components/calendar/Calendar.tsx +223 -0
  164. package/src/common/components/calendar/Day.tsx +127 -0
  165. package/src/common/components/calendar/Header.tsx +58 -0
  166. package/src/common/components/calendar/__tests__/Calendar.test.tsx +50 -0
  167. package/src/common/components/calendar/index.ts +1 -0
  168. package/src/common/components/calendar/upcomingActivity/CalendarIcons.tsx +40 -0
  169. package/src/common/components/charts/Donut.tsx +82 -0
  170. package/src/common/components/charts/LineChart.tsx +204 -0
  171. package/src/common/components/charts/StackedLineChart.tsx +292 -0
  172. package/src/common/components/charts/StatusBar.tsx +41 -0
  173. package/src/common/components/charts/index.ts +4 -0
  174. package/src/common/components/charts/linechart/CustomLegend.tsx +49 -0
  175. package/src/common/components/charts/linechart/CustomLine.tsx +31 -0
  176. package/src/common/components/charts/linechart/CustomMark.tsx +68 -0
  177. package/src/common/components/charts/stackedlinechart/CategoryIconLabel.tsx +29 -0
  178. package/src/common/components/charts/stackedlinechart/CustomAreaTooltip.tsx +115 -0
  179. package/src/common/components/charts/stackedlinechart/CustomLegend.tsx +73 -0
  180. package/src/common/components/charts/stackedlinechart/CustomPointTooltip.tsx +41 -0
  181. package/src/common/components/charts/stackedlinechart/utils.ts +13 -0
  182. package/src/common/components/daterangeselector/DateRangeSelector.tsx +383 -0
  183. package/src/common/components/daterangeselector/index.ts +1 -0
  184. package/src/common/components/dialog/Dialog.tsx +92 -0
  185. package/src/common/components/dialog/index.ts +1 -0
  186. package/src/common/components/donuts/MultiSegmentDonut.tsx +89 -0
  187. package/src/common/components/donuts/SingleSegmentDonut.tsx +75 -0
  188. package/src/common/components/donuts/index.ts +2 -0
  189. package/src/common/components/drawer/Drawer.tsx +97 -0
  190. package/src/common/components/drawer/Header.tsx +64 -0
  191. package/src/common/components/drawer/index.ts +1 -0
  192. package/src/common/components/index.ts +22 -0
  193. package/src/common/constants/Account.ts +30 -0
  194. package/src/common/constants/Analytics.ts +70 -0
  195. package/src/common/constants/ApiEndpoints.ts +30 -0
  196. package/src/common/constants/Category.ts +302 -0
  197. package/src/common/constants/Connect.ts +2 -0
  198. package/src/common/constants/DateFormats.ts +122 -0
  199. package/src/common/constants/Donut.ts +2 -0
  200. package/src/common/constants/Numbers.ts +6 -0
  201. package/src/common/constants/ScheduledPayment.ts +21 -0
  202. package/src/common/constants/Sizes.ts +7 -0
  203. package/src/common/constants/SpendingPlan.ts +17 -0
  204. package/src/common/constants/Table.ts +13 -0
  205. package/src/common/constants/index.ts +21 -0
  206. package/src/common/context/GlobalDataProvider.tsx +31 -0
  207. package/src/common/context/WidgetContainerProvider.tsx +24 -0
  208. package/src/common/context/__mocks__/GlobalDataProvider.tsx +25 -0
  209. package/src/common/context/hooks.tsx +57 -0
  210. package/src/common/context/index.ts +22 -0
  211. package/src/common/hooks/__tests__/useDimensions.test.tsx +190 -0
  212. package/src/common/hooks/index.ts +3 -0
  213. package/src/common/hooks/useCombineEvents.tsx +53 -0
  214. package/src/common/hooks/useDimensions.tsx +78 -0
  215. package/src/common/hooks/usePrevious.tsx +10 -0
  216. package/src/common/hooks/useScreenSize.tsx +15 -0
  217. package/src/common/index.ts +23 -0
  218. package/src/common/stores/ConnectStore.ts +26 -0
  219. package/src/common/stores/GlobalCopyStore.ts +36 -0
  220. package/src/common/stores/GlobalStore.ts +83 -0
  221. package/src/common/stores/GlobalUiStore.ts +66 -0
  222. package/src/common/stores/UserStore.ts +45 -0
  223. package/src/common/stores/__tests__/GlobalCopyStore.test.ts +23 -0
  224. package/src/common/stores/__tests__/GlobalStore.test.ts +24 -0
  225. package/src/common/stores/index.ts +3 -0
  226. package/src/common/types/Account.ts +406 -0
  227. package/src/common/types/Activity.ts +31 -0
  228. package/src/common/types/Analytics.ts +70 -0
  229. package/src/common/types/Beat.ts +71 -0
  230. package/src/common/types/Budget.ts +29 -0
  231. package/src/common/types/Cashflow.ts +110 -0
  232. package/src/common/types/Category.ts +68 -0
  233. package/src/common/types/Date.ts +2 -0
  234. package/src/common/types/Debt.ts +19 -0
  235. package/src/common/types/Expense.ts +20 -0
  236. package/src/common/types/Global.ts +13 -0
  237. package/src/common/types/GlobalCopy.ts +37 -0
  238. package/src/common/types/Goal.ts +59 -0
  239. package/src/common/types/Institution.ts +11 -0
  240. package/src/common/types/LocalizedContent.ts +9 -0
  241. package/src/common/types/Merchant.ts +6 -0
  242. package/src/common/types/Notification.ts +15 -0
  243. package/src/common/types/ScheduledPayment.ts +15 -0
  244. package/src/common/types/ScreenSize.tsx +4 -0
  245. package/src/common/types/SpendingPlan.ts +48 -0
  246. package/src/common/types/Transaction.ts +91 -0
  247. package/src/common/types/User.ts +20 -0
  248. package/src/common/types/Widgets.ts +11 -0
  249. package/src/common/types/index.ts +93 -0
  250. package/src/common/types/localization/AccountFilterCopy.ts +12 -0
  251. package/src/common/types/localization/AccountTypeCopy.ts +16 -0
  252. package/src/common/types/localization/AccountsCopy.ts +113 -0
  253. package/src/common/types/localization/BudgetsCopy.ts +52 -0
  254. package/src/common/types/localization/CashflowCopy.ts +77 -0
  255. package/src/common/types/localization/CategoryCopy.ts +18 -0
  256. package/src/common/types/localization/CommonCopy.ts +30 -0
  257. package/src/common/types/localization/ConnectCopy.ts +74 -0
  258. package/src/common/types/localization/CurrencyInputCopy.ts +6 -0
  259. package/src/common/types/localization/DateRangePickerCopy.ts +23 -0
  260. package/src/common/types/localization/GoalsCopy.ts +37 -0
  261. package/src/common/types/localization/InsightsFeedCopy.ts +26 -0
  262. package/src/common/types/localization/MicroInsightsCopy.ts +28 -0
  263. package/src/common/types/localization/NetWorthCopy.ts +14 -0
  264. package/src/common/types/localization/NotificationsCopy.ts +7 -0
  265. package/src/common/types/localization/RecurringCopy.ts +76 -0
  266. package/src/common/types/localization/SpendingCopy.ts +16 -0
  267. package/src/common/types/localization/TransactionsCopy.ts +81 -0
  268. package/src/common/types/localization/TrendsCopy.ts +10 -0
  269. package/src/common/types/localization/index.ts +19 -0
  270. package/src/common/utils/AccountFilter.ts +45 -0
  271. package/src/common/utils/Analytics.ts +51 -0
  272. package/src/common/utils/Categories.ts +75 -0
  273. package/src/common/utils/DateUtil.ts +67 -0
  274. package/src/common/utils/Fetch.ts +115 -0
  275. package/src/common/utils/Localization.ts +67 -0
  276. package/src/common/utils/NumberFormatting.ts +65 -0
  277. package/src/common/utils/__tests__/Fetch.test.tsx +34 -0
  278. package/src/common/utils/index.ts +18 -0
  279. package/src/dashboard/Dashboard.tsx +92 -0
  280. package/src/dashboard/Greeting.tsx +75 -0
  281. package/src/dashboard/__tests__/Dashboard.test.tsx +84 -0
  282. package/src/dashboard/constants/Dashboard.ts +4 -0
  283. package/src/dashboard/index.ts +3 -0
  284. package/src/dashboard/types/DashboardTypes.ts +9 -0
  285. package/src/debts/DebtsWidget.tsx +90 -0
  286. package/src/debts/components/DebtsChart.tsx +190 -0
  287. package/src/debts/components/DebtsTable.tsx +209 -0
  288. package/src/debts/components/SnowballCard.tsx +70 -0
  289. package/src/debts/components/SnowballDrawer.tsx +384 -0
  290. package/src/debts/components/debtstable/AccountCell.tsx +25 -0
  291. package/src/debts/components/debtstable/PriorityCell.tsx +46 -0
  292. package/src/debts/index.ts +4 -0
  293. package/src/debts/store/DebtsStore.ts +20 -0
  294. package/src/debts/utils/DebtStore.ts +75 -0
  295. package/src/debts/utils/DebtsWidget.ts +32 -0
  296. package/src/debts/utils/SnowballCard.tsx +48 -0
  297. package/src/goals/GoalsWidget.tsx +128 -0
  298. package/src/goals/api/GoalApi.ts +29 -0
  299. package/src/goals/components/GoalDetails.tsx +240 -0
  300. package/src/goals/components/GoalList.tsx +101 -0
  301. package/src/goals/components/GoalStatusCard.tsx +87 -0
  302. package/src/goals/components/TabTitle.tsx +21 -0
  303. package/src/goals/constants/CopyKeys.ts +29 -0
  304. package/src/goals/index.ts +2 -0
  305. package/src/goals/stores/GoalStore.ts +47 -0
  306. package/src/goals/util/GoalsUtil.ts +61 -0
  307. package/src/index.ts +17 -0
  308. package/src/insights/README.md +16 -0
  309. package/src/insights/contexts/ToastContext.tsx +62 -0
  310. package/src/insights/index.ts +5 -0
  311. package/src/insights/settings/SettingsDrawer.tsx +40 -0
  312. package/src/insights/settings/__tests__/SettingsDrawer.test.tsx +50 -0
  313. package/src/insights/settings/components/PulseSubheaderRow.tsx +34 -0
  314. package/src/insights/settings/components/SettingsItem.tsx +55 -0
  315. package/src/insights/settings/components/Toast.tsx +69 -0
  316. package/src/insights/settings/hiddeninsights/__tests__/HiddenInsightsDrawer.test.tsx +108 -0
  317. package/src/insights/settings/hiddeninsights/__tests__/SubCategoryDrawer.test.tsx +150 -0
  318. package/src/insights/settings/hiddeninsights/components/CategoryEmptyState.tsx +50 -0
  319. package/src/insights/settings/hiddeninsights/components/HiddenInsightsDrawer.tsx +222 -0
  320. package/src/insights/settings/hiddeninsights/components/HiddenInsightsDrawerWrapper.tsx +24 -0
  321. package/src/insights/settings/hiddeninsights/components/SubCategoryDrawer.tsx +256 -0
  322. package/src/insights/settings/hiddeninsights/images/no-insights.png +0 -0
  323. package/src/insights/settings/hiddeninsights/types/index.ts +74 -0
  324. package/src/insights/settings/manageaccounts/__tests__/AccountGroup.test.tsx +92 -0
  325. package/src/insights/settings/manageaccounts/__tests__/ManageAccountsDrawer.test.tsx +83 -0
  326. package/src/insights/settings/manageaccounts/components/AccountGroup.tsx +109 -0
  327. package/src/insights/settings/manageaccounts/components/ManageAccountsDrawer.tsx +63 -0
  328. package/src/insights/settings/manageaccounts/types/index.ts +13 -0
  329. package/src/insights/settings/types/index.ts +4 -0
  330. package/src/insights/store/BeatStore.ts +25 -0
  331. package/src/insights/utils/beatTemplateCategories.ts +103 -0
  332. package/src/merchants/api/MerchantApi.ts +33 -0
  333. package/src/merchants/components/MerchantLookup.tsx +117 -0
  334. package/src/merchants/index.ts +2 -0
  335. package/src/merchants/stores/MerchantStore.ts +42 -0
  336. package/src/microinsights/analytics.ts +31 -0
  337. package/src/microinsights/components/beatCard/BeatCard.tsx +124 -0
  338. package/src/microinsights/components/beaticons/BeatCategoryIcon.tsx +20 -0
  339. package/src/microinsights/components/beaticons/BeatIcon.tsx +45 -0
  340. package/src/microinsights/components/beaticons/BeatMerchantLogo.tsx +33 -0
  341. package/src/microinsights/components/beaticons/ChartFilledIcon.tsx +37 -0
  342. package/src/microinsights/components/beaticons/MonthlySpendComparisonIcon.tsx +30 -0
  343. package/src/microinsights/components/beaticons/ZeroStateIcon.tsx +558 -0
  344. package/src/microinsights/components/beaticons/index.tsx +7 -0
  345. package/src/microinsights/components/carouselheader/CarouselHeader.tsx +111 -0
  346. package/src/microinsights/components/insightsmicrowidget/InsightsMicroWidget.tsx +163 -0
  347. package/src/microinsights/components/microBeatCarousel/CarouselControls.tsx +99 -0
  348. package/src/microinsights/components/microBeatCarousel/MicroBeatCarousel.tsx +207 -0
  349. package/src/microinsights/components/microInsightCard/MicroInsightCard.tsx +173 -0
  350. package/src/microinsights/components/noRelevantInsightsCard/NoRelevantInsightsCard.tsx +89 -0
  351. package/src/microinsights/components/spinner/Spinner.tsx +21 -0
  352. package/src/microinsights/components/viewMoreMicroCard/ViewMoreMicroCard.tsx +101 -0
  353. package/src/microinsights/components/zeroStateCard/ZeroStateCard.tsx +62 -0
  354. package/src/microinsights/constants/Analytics.ts +192 -0
  355. package/src/microinsights/constants/App.ts +53 -0
  356. package/src/microinsights/constants/Insights.tsx +3 -0
  357. package/src/microinsights/constants/OnClickEvents.ts +3 -0
  358. package/src/microinsights/context/InsightsMicroWidgetDataProvider.tsx +24 -0
  359. package/src/microinsights/context/hooks.tsx +65 -0
  360. package/src/microinsights/index.ts +16 -0
  361. package/src/microinsights/interfaces.ts +28 -0
  362. package/src/microinsights/stores/AppStore.ts +34 -0
  363. package/src/microinsights/stores/CopyStore.ts +38 -0
  364. package/src/microinsights/stores/InsightsMicroWidgetStore.ts +61 -0
  365. package/src/microinsights/types/BeatUIComponent.ts +5 -0
  366. package/src/microinsights/utils/DataSeries.ts +20 -0
  367. package/src/networth/NetWorthWidget.tsx +171 -0
  368. package/src/networth/__tests__/AssetsLiabilitiesDetail.test.tsx +94 -0
  369. package/src/networth/__tests__/NetWorthChart.test.tsx +31 -0
  370. package/src/networth/__tests__/NetWorthList.test.tsx +33 -0
  371. package/src/networth/components/AssetsLiabilitiesDetail.tsx +146 -0
  372. package/src/networth/components/GainsLossesDetail.tsx +110 -0
  373. package/src/networth/components/NetWorthChange.tsx +51 -0
  374. package/src/networth/components/NetWorthChart.tsx +71 -0
  375. package/src/networth/components/NetWorthList.tsx +91 -0
  376. package/src/networth/components/NetWorthListItem.tsx +72 -0
  377. package/src/networth/components/NetWorthSummary.tsx +36 -0
  378. package/src/networth/index.ts +5 -0
  379. package/src/networth/stores/NetWorthStore.ts +99 -0
  380. package/src/networth/stores/__tests__/NetWorthStore.test.ts +32 -0
  381. package/src/networth/types/NetWorth.ts +59 -0
  382. package/src/networth/utils/NetWorthUtils.ts +177 -0
  383. package/src/networth/utils/__tests__/NetWorthUtils.test.ts +198 -0
  384. package/src/notifications/__tests__/NotificationList.test.tsx +67 -0
  385. package/src/notifications/components/DateRow.tsx +21 -0
  386. package/src/notifications/components/NotificationBadge.tsx +51 -0
  387. package/src/notifications/components/NotificationCard.tsx +63 -0
  388. package/src/notifications/components/NotificationList.tsx +65 -0
  389. package/src/notifications/constants/NotificationConstants.ts +104 -0
  390. package/src/notifications/index.ts +3 -0
  391. package/src/notifications/stores/NotificationStore.ts +62 -0
  392. package/src/notifications/utils/NotificationUtils.ts +21 -0
  393. package/src/recurringactivity/RecurringActivityMiniWidget.tsx +45 -0
  394. package/src/recurringactivity/RecurringActivityWidget.tsx +89 -0
  395. package/src/recurringactivity/__tests__/BuildActivities.test.ts +30 -0
  396. package/src/recurringactivity/__tests__/BuildNewActivity.test.ts +59 -0
  397. package/src/recurringactivity/__tests__/RecurringActivityWidget.test.tsx +33 -0
  398. package/src/recurringactivity/components/ActivityBadges.tsx +40 -0
  399. package/src/recurringactivity/components/ActivityDetails.tsx +196 -0
  400. package/src/recurringactivity/components/ActivityList.tsx +141 -0
  401. package/src/recurringactivity/components/ActivityRow.tsx +161 -0
  402. package/src/recurringactivity/components/ActivityStatus.tsx +82 -0
  403. package/src/recurringactivity/components/MiniWidgetContent.tsx +61 -0
  404. package/src/recurringactivity/components/RecurringActivity.tsx +165 -0
  405. package/src/recurringactivity/components/actions/FrequencyAction.tsx +130 -0
  406. package/src/recurringactivity/components/actions/PaymentDateAction.tsx +99 -0
  407. package/src/recurringactivity/components/activitycalendar/ActivityCalendar.tsx +100 -0
  408. package/src/recurringactivity/components/activitycalendar/ActivityDay.tsx +88 -0
  409. package/src/recurringactivity/components/activitycalendar/Legend.tsx +42 -0
  410. package/src/recurringactivity/components/shared/ActivitySettings.tsx +43 -0
  411. package/src/recurringactivity/components/shared/activitysettings/AddActivity.tsx +175 -0
  412. package/src/recurringactivity/components/shared/activitysettings/AddActivityDetails.tsx +148 -0
  413. package/src/recurringactivity/components/shared/activitysettings/ManageExpenses.tsx +84 -0
  414. package/src/recurringactivity/components/shared/activitysettings/ManageIncome.tsx +102 -0
  415. package/src/recurringactivity/components/shared/activitysettings/SelectTransaction.tsx +45 -0
  416. package/src/recurringactivity/index.ts +5 -0
  417. package/src/recurringactivity/stores/RecurringActivityStore.ts +312 -0
  418. package/src/recurringactivity/util/RecurringActivityUtils.ts +40 -0
  419. package/src/recurringactivity/util/buildActivities.ts +334 -0
  420. package/src/recurringactivity/util/buildNewActivity.ts +111 -0
  421. package/src/recurringactivity/util/getRecurrence.ts +50 -0
  422. package/src/recurringactivity/util/getStatus.ts +32 -0
  423. package/src/recurringactivity/util/updateActivity.ts +66 -0
  424. package/src/spending/SpendingMiniWidget.tsx +23 -0
  425. package/src/spending/SpendingWidget.tsx +71 -0
  426. package/src/spending/__tests__/MiniSpendingChart.test.tsx +43 -0
  427. package/src/spending/__tests__/SpendingData.test.ts +38 -0
  428. package/src/spending/__tests__/SpendingMiniWidget.test.tsx +49 -0
  429. package/src/spending/__tests__/SpendingWidget.test.tsx +49 -0
  430. package/src/spending/components/MiniSpendingChart.tsx +125 -0
  431. package/src/spending/components/Spending.tsx +175 -0
  432. package/src/spending/components/SpendingChart.tsx +74 -0
  433. package/src/spending/components/SpendingDonut.tsx +125 -0
  434. package/src/spending/components/SpendingLegend.tsx +41 -0
  435. package/src/spending/components/SpendingList.tsx +112 -0
  436. package/src/spending/components/SpendingTabLabel.tsx +25 -0
  437. package/src/spending/index.ts +2 -0
  438. package/src/spending/utils/SpendingData.ts +196 -0
  439. package/src/transactions/TransactionWidget.tsx +319 -0
  440. package/src/transactions/analytics.ts +12 -0
  441. package/src/transactions/api/TransactionApi.ts +204 -0
  442. package/src/transactions/api/__mocks__/TransactionApi.ts +20 -0
  443. package/src/transactions/components/shared/TransactionDetails.tsx +140 -0
  444. package/src/transactions/components/shared/TransactionList.tsx +124 -0
  445. package/src/transactions/components/shared/TransactionTable.tsx +123 -0
  446. package/src/transactions/components/shared/transactiondetails/Description.tsx +97 -0
  447. package/src/transactions/components/shared/transactiondetails/FlagTransaction.tsx +63 -0
  448. package/src/transactions/components/shared/transactiondetails/ManualTransactionDetails.tsx +148 -0
  449. package/src/transactions/components/shared/transactiondetails/TransactionAmountHeader.tsx +39 -0
  450. package/src/transactions/components/shared/transactiondetails/actions/CategoryAction.tsx +149 -0
  451. package/src/transactions/components/shared/transactiondetails/actions/DateAction.tsx +119 -0
  452. package/src/transactions/components/shared/transactiondetails/actions/DeleteAction.tsx +85 -0
  453. package/src/transactions/components/shared/transactiondetails/actions/DeleteLogoAction.tsx +88 -0
  454. package/src/transactions/components/shared/transactiondetails/actions/HideAction.tsx +126 -0
  455. package/src/transactions/components/shared/transactiondetails/actions/MemoAction.tsx +112 -0
  456. package/src/transactions/components/shared/transactiondetails/actions/SplitAction.tsx +234 -0
  457. package/src/transactions/components/shared/transactiondetails/actions/TagsAction.tsx +119 -0
  458. package/src/transactions/components/shared/transactiondetails/actions/index.ts +8 -0
  459. package/src/transactions/components/shared/transactionlist/DateRow.tsx +33 -0
  460. package/src/transactions/components/shared/transactionlist/TransactionRow.tsx +92 -0
  461. package/src/transactions/components/shared/transactionlist/ZeroState.tsx +36 -0
  462. package/src/transactions/components/shared/transactiontable/cells/AccountCell.tsx +12 -0
  463. package/src/transactions/components/shared/transactiontable/cells/AmountCell.tsx +35 -0
  464. package/src/transactions/components/shared/transactiontable/cells/CategoryCell.tsx +37 -0
  465. package/src/transactions/components/shared/transactiontable/cells/DateCell.tsx +17 -0
  466. package/src/transactions/components/shared/transactiontable/cells/FlagCell.tsx +43 -0
  467. package/src/transactions/components/shared/transactiontable/cells/HeaderCell.tsx +11 -0
  468. package/src/transactions/components/shared/transactiontable/cells/PayeeCell.tsx +21 -0
  469. package/src/transactions/components/shared/transactiontable/cells/index.ts +7 -0
  470. package/src/transactions/components/splitmanager/SplitManager.tsx +93 -0
  471. package/src/transactions/components/splitmanager/SplitRow.tsx +149 -0
  472. package/src/transactions/components/splitmanager/index.ts +1 -0
  473. package/src/transactions/components/tagmanager/Header.tsx +100 -0
  474. package/src/transactions/components/tagmanager/SearchBox.tsx +60 -0
  475. package/src/transactions/components/tagmanager/TagManager.tsx +51 -0
  476. package/src/transactions/components/tagmanager/TagRow.tsx +145 -0
  477. package/src/transactions/components/tagmanager/index.ts +1 -0
  478. package/src/transactions/components/transactionwidget/AddAccountModal.tsx +30 -0
  479. package/src/transactions/components/transactionwidget/actions/AddTransactionAction.tsx +74 -0
  480. package/src/transactions/components/transactionwidget/actions/EditCategoryAction.tsx +80 -0
  481. package/src/transactions/components/transactionwidget/actions/ExportCsvAction.tsx +32 -0
  482. package/src/transactions/constants/Actions.ts +28 -0
  483. package/src/transactions/constants/Analytics.ts +272 -0
  484. package/src/transactions/constants/OnClickEvents.ts +45 -0
  485. package/src/transactions/constants/Transaction.ts +32 -0
  486. package/src/transactions/constants/TransactionsTable.ts +26 -0
  487. package/src/transactions/context/hooks.tsx +12 -0
  488. package/src/transactions/index.ts +12 -0
  489. package/src/transactions/stores/TransactionStore.ts +327 -0
  490. package/src/transactions/stores/UiStore.ts +72 -0
  491. package/src/transactions/stores/__tests__/TransactionStore.test.ts +80 -0
  492. package/src/transactions/utils/Filters.ts +35 -0
  493. package/src/transactions/utils/Transactions.ts +22 -0
  494. package/src/transactions/utils/buildDetailedTransactions.ts +66 -0
  495. package/src/transactions/utils/exportTransactionsToCSV.ts +85 -0
  496. package/src/transactions/utils/sortAndFilterTransactions.ts +127 -0
  497. package/src/trends/TrendsFullWidget.tsx +286 -0
  498. package/src/trends/TrendsMiniWidget.tsx +49 -0
  499. package/src/trends/__tests__/TrendsFullWidget.test.tsx +45 -0
  500. package/src/trends/__tests__/TrendsMiniWidget.test.tsx +35 -0
  501. package/src/trends/components/SpendingChart.tsx +29 -0
  502. package/src/trends/components/TrendsChart.tsx +75 -0
  503. package/src/trends/components/TrendsDrawer.tsx +74 -0
  504. package/src/trends/components/TrendsTable.tsx +161 -0
  505. package/src/trends/components/__tests__/SpendingChart.test.tsx +37 -0
  506. package/src/trends/components/trendstable/AmountCell.tsx +14 -0
  507. package/src/trends/components/trendstable/CategoryCell.tsx +39 -0
  508. package/src/trends/components/trendstable/HeaderCell.tsx +8 -0
  509. package/src/trends/index.ts +2 -0
  510. package/src/trends/mocks.ts +423 -0
  511. package/src/trends/utils/SpendingData.ts +76 -0
  512. package/src/trends/utils/TrendsData.ts +127 -0
  513. package/src/trends/utils/shared.ts +39 -0
@@ -0,0 +1,104 @@
1
+ import { ApiEndpoints } from '../../common'
2
+
3
+ export enum NotificationType {
4
+ BudgetExceeded = 1,
5
+ BudgetOffTarget = 2,
6
+ DebtPaymentReminder = 3,
7
+ GuideMeStepComplete = 4, //deprecated: unused
8
+ GuideMeOffTarget = 5, //deprecated: unused
9
+ AccountBalanceLow = 6,
10
+ AccountDepositLarge = 7,
11
+ TransactionExpenseLarge = 8,
12
+ TransactionFeeCharge = 9,
13
+ SystemNotification = 10, //deprecated: unused
14
+ ApiNotification = 11,
15
+ UserSummary = 12,
16
+ Offer = 13,
17
+ PasswordResetToken = 14,
18
+ PasswordChanged = 15,
19
+ EmailVerification = 16,
20
+ EmailVerified = 17,
21
+ WelcomeNewUser = 18,
22
+ DeviceCreated = 19,
23
+ DeviceDeleted = 20,
24
+ SmsVerification = 21,
25
+ AccountNearingZero = 22,
26
+ InternationalTransaction = 23,
27
+ GoalProgress = 25,
28
+ DuplicatePayment = 29,
29
+ }
30
+
31
+ export const NOTIFICATION_DETAILS = {
32
+ [NotificationType.BudgetExceeded]: {
33
+ type: 'Exceeded Budget',
34
+ icon: 'attention',
35
+ },
36
+ [NotificationType.BudgetOffTarget]: {
37
+ type: 'Projected to Exceed Budget',
38
+ icon: 'attention',
39
+ },
40
+ [NotificationType.DebtPaymentReminder]: {
41
+ type: 'Payment Reminder',
42
+ icon: 'calendar-plus',
43
+ },
44
+ [NotificationType.AccountBalanceLow]: {
45
+ type: 'Low Account Balance',
46
+ icon: 'attention',
47
+ },
48
+ [NotificationType.AccountDepositLarge]: {
49
+ type: 'Large Deposit',
50
+ icon: 'cash',
51
+ },
52
+ [NotificationType.TransactionExpenseLarge]: {
53
+ type: 'Large Expense/Withdrawal',
54
+ icon: 'attention',
55
+ },
56
+ [NotificationType.TransactionFeeCharge]: {
57
+ type: 'Fee Charged',
58
+ icon: 'attention',
59
+ },
60
+ [NotificationType.ApiNotification]: {
61
+ type: 'API Notification',
62
+ icon: 'info',
63
+ },
64
+ [NotificationType.UserSummary]: {
65
+ type: 'Weekly Summary',
66
+ icon: 'info',
67
+ },
68
+ [NotificationType.Offer]: {
69
+ type: 'Special Message',
70
+ icon: '',
71
+ },
72
+ [NotificationType.InternationalTransaction]: {
73
+ type: 'International Transaction',
74
+ icon: 'attention',
75
+ },
76
+ }
77
+
78
+ export const NOTIFICATION_ICON = {
79
+ 1: 'check-skinny',
80
+ 2: 'credit-card',
81
+ 3: 'savings',
82
+ 4: 'debts',
83
+ 5: 'money-banknote',
84
+ }
85
+
86
+ export const getNotificationDetailRoute = (notificationType: number) => {
87
+ switch (notificationType) {
88
+ case NotificationType.BudgetExceeded:
89
+ case NotificationType.BudgetOffTarget:
90
+ return ApiEndpoints.BUDGETS
91
+ case NotificationType.DebtPaymentReminder:
92
+ case NotificationType.AccountBalanceLow:
93
+ case NotificationType.AccountDepositLarge:
94
+ case NotificationType.AccountNearingZero:
95
+ return ApiEndpoints.ACCOUNTS
96
+ case NotificationType.TransactionExpenseLarge:
97
+ case NotificationType.TransactionFeeCharge:
98
+ case NotificationType.InternationalTransaction:
99
+ case NotificationType.DuplicatePayment:
100
+ return ApiEndpoints.TRANSACTIONS
101
+ default:
102
+ return null
103
+ }
104
+ }
@@ -0,0 +1,3 @@
1
+ export { getNotificationDetailRoute } from './constants/NotificationConstants'
2
+ export { NotificationStore } from './stores/NotificationStore'
3
+ export { default as NotificationList } from './components/NotificationList'
@@ -0,0 +1,62 @@
1
+ import { makeAutoObservable, observable, runInAction } from 'mobx'
2
+
3
+ import { NotificationApi, type Notification } from '../../common'
4
+
5
+ function filterRecentNotifications(notifications: Notification[]): Notification[] {
6
+ const SEVEN_DAYS_IN_SECONDS = 7 * 24 * 60 * 60
7
+ const currentTime = Math.floor(Date.now() / 1000)
8
+
9
+ return notifications.filter((notification: Notification) => {
10
+ const deliveredAt = notification.delivered_at
11
+ return currentTime - deliveredAt <= SEVEN_DAYS_IN_SECONDS
12
+ })
13
+ }
14
+
15
+ export class NotificationStore {
16
+ api = new NotificationApi('/', '')
17
+ isLoading: boolean = true
18
+ notifications: Notification[] = []
19
+ recentNotifications: Notification[] = []
20
+
21
+ constructor() {
22
+ makeAutoObservable(this, { notifications: observable })
23
+ }
24
+
25
+ initialize = async (endpoint: string, token: string) => {
26
+ this.api = new NotificationApi(endpoint, token)
27
+ await this.loadNotifications()
28
+ }
29
+
30
+ get newNotifications(): Notification[] {
31
+ return this.recentNotifications.filter((n) => !n.has_been_viewed)
32
+ }
33
+
34
+ loadNotifications = async () => {
35
+ try {
36
+ this.isLoading = true
37
+ const data = await this.api.getNotifications()
38
+
39
+ runInAction(() => {
40
+ this.notifications = data
41
+ this.recentNotifications = filterRecentNotifications(data)
42
+ this.isLoading = false
43
+ })
44
+ } catch (error) {
45
+ console.error(`Error occurred while loading notifications: ${error}`)
46
+ }
47
+ }
48
+
49
+ markAllAsViewed = async () => {
50
+ // Optimistically update the UI
51
+ this.notifications.forEach((n) => (n.has_been_viewed = true))
52
+ // Update on the server
53
+ // (NOTE: The notifications/mark_all_as_viewed endpoint is broken, but still returns 202)
54
+ await this.api.markAllAsViewed()
55
+ await this.loadNotifications()
56
+ }
57
+
58
+ updateNotification = async (notification: Notification) => {
59
+ notification.has_been_viewed = true
60
+ await this.api.updateNotification(notification)
61
+ }
62
+ }
@@ -0,0 +1,21 @@
1
+ import { fromUnixTime, isSameDay } from 'date-fns'
2
+
3
+ import { Notification } from '../../common'
4
+
5
+ export const sortByDate = (a: Notification, b: Notification) => {
6
+ return b.delivered_at - a.delivered_at
7
+ }
8
+
9
+ export const shouldShowDate = (index: number, notifications: Notification[]) => {
10
+ const currentDate = fromUnixTime(notifications[index].delivered_at)
11
+ const previousDate = fromUnixTime(notifications[index - 1]?.delivered_at)
12
+
13
+ return !isSameDay(currentDate, previousDate)
14
+ }
15
+
16
+ export const hasInsetBorder = (index: number, notifications: Notification[]) => {
17
+ const currentDate = fromUnixTime(notifications[index].delivered_at)
18
+ const nextDate = fromUnixTime(notifications[index + 1]?.delivered_at)
19
+
20
+ return isSameDay(currentDate, nextDate)
21
+ }
@@ -0,0 +1,45 @@
1
+ import React from 'react'
2
+ import { observer } from 'mobx-react-lite'
3
+ import { endOfToday } from 'date-fns/endOfToday'
4
+ import { startOfToday } from 'date-fns/startOfToday'
5
+ import { subDays } from 'date-fns/subDays'
6
+
7
+ import {
8
+ MiniWidgetContainer,
9
+ MiniWidgetProps,
10
+ useGlobalCopyStore,
11
+ useGlobalUiStore,
12
+ useTransactionStore,
13
+ } from '../common'
14
+
15
+ import MiniWidgetContent from './components/MiniWidgetContent'
16
+
17
+ const RecurringActivityMiniWidget: React.FC<MiniWidgetProps> = ({ onPrimaryCtaClick, sx }) => {
18
+ const { recurring: recurringCopy } = useGlobalCopyStore()
19
+ const { isInitialized, selectedAccountGuids } = useGlobalUiStore()
20
+ const { setFilter } = useTransactionStore()
21
+
22
+ React.useEffect(() => {
23
+ if (isInitialized) {
24
+ setFilter({
25
+ dateRange: { start: subDays(startOfToday(), 90), end: endOfToday() },
26
+ accounts: selectedAccountGuids,
27
+ })
28
+ }
29
+ }, [isInitialized, selectedAccountGuids])
30
+
31
+ return (
32
+ <MiniWidgetContainer
33
+ className="mx-exp-upcoming-activity-miniwidget"
34
+ onPrimaryCtaClick={onPrimaryCtaClick}
35
+ primaryCtaLabel={recurringCopy.primary_cta}
36
+ subTitle={recurringCopy.sub_title}
37
+ sx={sx}
38
+ title={recurringCopy.mini_title}
39
+ >
40
+ <MiniWidgetContent />
41
+ </MiniWidgetContainer>
42
+ )
43
+ }
44
+
45
+ export default observer(RecurringActivityMiniWidget)
@@ -0,0 +1,89 @@
1
+ import React from 'react'
2
+ import { observer } from 'mobx-react-lite'
3
+ import { endOfToday } from 'date-fns/endOfToday'
4
+ import { startOfToday } from 'date-fns/startOfToday'
5
+ import { subDays } from 'date-fns/subDays'
6
+
7
+ import Stack from '@mui/material/Stack'
8
+ import Skeleton from '@mui/material/Skeleton'
9
+
10
+ import {
11
+ ANALYTICS_EVENTS,
12
+ Drawer,
13
+ useAccountStore,
14
+ useEvent,
15
+ useGlobalCopyStore,
16
+ useGlobalUiStore,
17
+ useRecurringActivityStore,
18
+ useTransactionStore,
19
+ WidgetContainer,
20
+ WidgetProps,
21
+ } from '../common'
22
+
23
+ import ActivitySettings from './components/shared/ActivitySettings'
24
+ import RecurringActivity from './components/RecurringActivity'
25
+
26
+ const RecurringActivityWidget: React.FC<WidgetProps> = ({ onBackClick, sx = {} }) => {
27
+ const { accounts } = useAccountStore()
28
+ const { recurring: recurringCopy } = useGlobalCopyStore()
29
+ const { isInitialized, selectedAccountGuids, setSelectedAccounts } = useGlobalUiStore()
30
+ const { setFilter } = useTransactionStore()
31
+ const { isLoading } = useRecurringActivityStore()
32
+ const { onEvent } = useEvent()
33
+
34
+ React.useEffect(() => {
35
+ setSelectedAccounts(accounts)
36
+ }, [accounts])
37
+
38
+ React.useEffect(() => {
39
+ if (isInitialized) {
40
+ setFilter({
41
+ dateRange: { start: subDays(startOfToday(), 90), end: endOfToday() },
42
+ accounts: selectedAccountGuids,
43
+ })
44
+ }
45
+ }, [isInitialized, selectedAccountGuids])
46
+
47
+ const [isSettingsOpen, setIsSettingsOpen] = React.useState(false)
48
+
49
+ return (
50
+ <WidgetContainer
51
+ accountOptions={accounts}
52
+ actions={[
53
+ {
54
+ label: recurringCopy.settings,
55
+ iconName: 'settings',
56
+ onClick: () => {
57
+ setIsSettingsOpen(true)
58
+ onEvent(ANALYTICS_EVENTS.RECURRING_ACTIVITY_CLICK_SETTINGS)
59
+ },
60
+ },
61
+ ]}
62
+ onAccountsFilterClick={() => onEvent(ANALYTICS_EVENTS.RECURRING_ACTIVITY_CLICK_FILTER)}
63
+ onBackClick={onBackClick}
64
+ sx={sx}
65
+ title={recurringCopy.title}
66
+ >
67
+ {isInitialized || !isLoading ? (
68
+ <RecurringActivity />
69
+ ) : (
70
+ <Stack direction="column" p={48} spacing={24}>
71
+ <Skeleton height={100} variant="rounded" width="100%" />
72
+ <Skeleton height={100} variant="rounded" width="100%" />
73
+ <Skeleton height={600} variant="rounded" width="100%" />
74
+ </Stack>
75
+ )}
76
+ <Drawer
77
+ ariaLabelClose={recurringCopy.close_drawer_aria}
78
+ isOpen={isSettingsOpen}
79
+ onClose={() => setIsSettingsOpen(false)}
80
+ shouldShowHeaderBorders={false}
81
+ title={recurringCopy.settings}
82
+ >
83
+ <ActivitySettings />
84
+ </Drawer>
85
+ </WidgetContainer>
86
+ )
87
+ }
88
+
89
+ export default observer(RecurringActivityWidget)
@@ -0,0 +1,30 @@
1
+ import { buildActivities } from '../util/buildActivities'
2
+ import { RecurringActivityTestData } from '../../../mock/unittestdata/RecurringActivityTestData'
3
+ import {
4
+ Account,
5
+ ActivityStatus,
6
+ CashflowEvent,
7
+ CashflowSequence,
8
+ ScheduledPayment,
9
+ Transaction,
10
+ } from '../../common'
11
+
12
+ describe('Testing the buildActivities util', () => {
13
+ it('should build a list of activities given required data', () => {
14
+ const activities = buildActivities(
15
+ RecurringActivityTestData.accounts as Account[],
16
+ RecurringActivityTestData.events as CashflowEvent[],
17
+ RecurringActivityTestData.payments as ScheduledPayment[],
18
+ RecurringActivityTestData.projected as CashflowEvent[],
19
+ RecurringActivityTestData.sequences as CashflowSequence[],
20
+ RecurringActivityTestData.transactions as Transaction[],
21
+ )
22
+
23
+ const paid = activities.filter((a) => a.activityStatus === ActivityStatus.Paid)
24
+ const upcoming = activities.filter((a) => a.activityStatus === ActivityStatus.Upcoming)
25
+
26
+ expect(activities.length).toBe(3)
27
+ expect(paid.length).toBe(1)
28
+ expect(upcoming.length).toBe(2)
29
+ })
30
+ })
@@ -0,0 +1,59 @@
1
+ import { RecurringActivityTestData } from '../../../mock/unittestdata/RecurringActivityTestData'
2
+ import {
3
+ buildNewCashflowEvent,
4
+ buildNewCashflowSequence,
5
+ buildNewScheduledPayment,
6
+ } from '../util/buildNewActivity'
7
+ import { RecurrenceTypes, Transaction } from '../../common'
8
+ import { addMonths } from 'date-fns/addMonths'
9
+ import { fromUnixTime } from 'date-fns/fromUnixTime'
10
+
11
+ describe('Testing the build new activity util', () => {
12
+ it('should create a new cashflow sequence', () => {
13
+ const transaction = RecurringActivityTestData.transactions.find(
14
+ (t) => t.guid === 'TRN-003',
15
+ ) as Transaction
16
+
17
+ expect(transaction).toBeDefined()
18
+
19
+ if (!transaction) return
20
+
21
+ const nextDate = addMonths(fromUnixTime(transaction.date), 1)
22
+ const sequence = buildNewCashflowSequence(transaction, RecurrenceTypes.EveryMonth, nextDate)
23
+
24
+ expect(sequence).toBeDefined()
25
+ expect(sequence.repeat_interval).toBeNull()
26
+ expect(sequence.repeat_day).toBe(`${nextDate.getDate()}`)
27
+ })
28
+
29
+ it('should create a new cashflow event', () => {
30
+ const transaction = RecurringActivityTestData.transactions.find(
31
+ (t) => t.guid === 'TRN-003',
32
+ ) as Transaction
33
+ expect(transaction).toBeDefined()
34
+
35
+ if (!transaction) return
36
+
37
+ const nextDate = addMonths(fromUnixTime(transaction.date), 1)
38
+ const sequence = buildNewCashflowSequence(transaction, RecurrenceTypes.EveryMonth, nextDate)
39
+ expect(sequence).toBeDefined()
40
+
41
+ const event = buildNewCashflowEvent(sequence, transaction)
42
+ expect(event).toBeDefined()
43
+ })
44
+
45
+ it('should create a new scheduled payment', () => {
46
+ const transaction = RecurringActivityTestData.transactions.find(
47
+ (t) => t.guid === 'TRN-004',
48
+ ) as Transaction
49
+ expect(transaction).toBeDefined()
50
+
51
+ if (!transaction) return
52
+
53
+ const nextDate = addMonths(fromUnixTime(transaction.date), 1)
54
+ const payment = buildNewScheduledPayment(transaction, RecurrenceTypes.EveryMonth, nextDate)
55
+
56
+ expect(payment).toBeDefined()
57
+ expect(payment.recurrence_day).toBe(nextDate.getDate())
58
+ })
59
+ })
@@ -0,0 +1,33 @@
1
+ import { beforeEach } from 'vitest'
2
+ import { act, render, screen } from '@testing-library/react'
3
+ import '@testing-library/jest-dom'
4
+
5
+ import { GlobalDataProvider, GlobalStore } from '../../common'
6
+ import { ThemeProvider } from '@mui/material/styles'
7
+ import { createMXTheme } from '@kyper/mui'
8
+ import RecurringActivityWidget from '../RecurringActivityWidget'
9
+
10
+ const globalStore = new GlobalStore()
11
+
12
+ describe('Testing the Recurring Activity Widget', () => {
13
+ beforeEach(() => {
14
+ globalStore.initialize('/', '').finally()
15
+ })
16
+
17
+ it('should display the recurring activity widget', async () => {
18
+ await act(async () =>
19
+ render(
20
+ <GlobalDataProvider globalStore={globalStore} onEvent={() => {}} onPageView={() => {}}>
21
+ <ThemeProvider theme={createMXTheme('light')}>
22
+ <RecurringActivityWidget />
23
+ </ThemeProvider>
24
+ </GlobalDataProvider>,
25
+ ),
26
+ )
27
+
28
+ const headings = screen.getAllByRole('heading')
29
+ expect(headings[0]).toHaveTextContent('Recurring Transactions')
30
+
31
+ // screen.debug()
32
+ })
33
+ })
@@ -0,0 +1,40 @@
1
+ import AccessTimeFilledIcon from '@mui/icons-material/AccessTimeFilled'
2
+ import MonetizationOnIcon from '@mui/icons-material/MonetizationOn'
3
+ import CancelIcon from '@mui/icons-material/Cancel'
4
+ import CheckCircleIcon from '@mui/icons-material/CheckCircle'
5
+
6
+ import IconBacking from '../../common/components/IconBacking'
7
+
8
+ const iconStyle = {
9
+ gridRow: 1,
10
+ gridColumn: 1,
11
+ zIndex: 2,
12
+ }
13
+
14
+ const offsetStyle = (isOffset: boolean) => {
15
+ return isOffset ? { margin: '0 0 -6px -4px' } : undefined
16
+ }
17
+
18
+ export const UpcomingExpenseBadge = ({ isOffset = false, size = 16 }) => (
19
+ <IconBacking size={size} sx={{ ...offsetStyle(isOffset) }}>
20
+ <AccessTimeFilledIcon color="primary" sx={{ fontSize: size, ...iconStyle }} />
21
+ </IconBacking>
22
+ )
23
+
24
+ export const IncomeBadge = ({ isOffset = false, size = 16 }) => (
25
+ <IconBacking size={size} sx={{ ...offsetStyle(isOffset) }}>
26
+ <MonetizationOnIcon sx={{ color: 'categories.income', fontSize: size, ...iconStyle }} />
27
+ </IconBacking>
28
+ )
29
+
30
+ export const MissedBadge = ({ isOffset = false, size = 16 }) => (
31
+ <IconBacking size={size} sx={{ ...offsetStyle(isOffset) }}>
32
+ <CancelIcon color="error" sx={{ fontSize: size, ...iconStyle }} />
33
+ </IconBacking>
34
+ )
35
+
36
+ export const PaidBadge = ({ isOffset = false, size = 16 }) => (
37
+ <IconBacking size={size} sx={{ ...offsetStyle(isOffset) }}>
38
+ <CheckCircleIcon color="success" sx={{ fontSize: size, ...iconStyle }} />
39
+ </IconBacking>
40
+ )
@@ -0,0 +1,196 @@
1
+ import React from 'react'
2
+ import { observer } from 'mobx-react-lite'
3
+ import { endOfMonth } from 'date-fns/endOfMonth'
4
+ import { startOfToday } from 'date-fns/startOfToday'
5
+ import { subDays } from 'date-fns/subDays'
6
+
7
+ import Button from '@mui/material/Button'
8
+ import Divider from '@mui/material/Divider'
9
+ import List from '@mui/material/List'
10
+ import Stack from '@mui/material/Stack'
11
+
12
+ import { H1, Icon, MerchantLogo, Text } from '@kyper/mui'
13
+
14
+ import {
15
+ type Activity,
16
+ type Transaction,
17
+ ActivityType,
18
+ DataRow,
19
+ Dialog,
20
+ formatCurrency,
21
+ useCategoryStore,
22
+ useRecurringActivityStore,
23
+ useTransactionStore,
24
+ Drawer,
25
+ useGlobalUiStore,
26
+ useEvent,
27
+ useGlobalCopyStore,
28
+ } from '../../common'
29
+
30
+ import { TransactionDetails, TransactionList } from '../../transactions'
31
+
32
+ import FrequencyAction from './actions/FrequencyAction'
33
+ import PaymentDateAction from './actions/PaymentDateAction'
34
+
35
+ interface ActivityDetailsProps {
36
+ activity: Activity
37
+ onDeleted: () => void
38
+ }
39
+
40
+ const ActivityDetails: React.FC<ActivityDetailsProps> = ({ activity, onDeleted }) => {
41
+ const { recurring: recurringCopy } = useGlobalCopyStore()
42
+ const { categories } = useCategoryStore()
43
+ const { deleteCashflowSequence, deleteScheduledPayment, paidActivities } =
44
+ useRecurringActivityStore()
45
+ const { filter, setFilter, transactions } = useTransactionStore()
46
+ const { selectedAccountGuids } = useGlobalUiStore()
47
+ const { onEvent } = useEvent()
48
+
49
+ const [showDeleteConfirm, setShowDeleteConfirm] = React.useState(false)
50
+ const [transactionGuid, setTransactionGuid] = React.useState('')
51
+
52
+ const category = categories.find((c) => c.guid === activity.categoryGuid)
53
+ const isIncome = activity.activityType === ActivityType.Income
54
+ const transaction = React.useMemo(
55
+ () => transactions.find((t) => t.guid === transactionGuid),
56
+ [transactionGuid],
57
+ )
58
+
59
+ React.useEffect(() => {
60
+ setFilter({
61
+ accounts: selectedAccountGuids,
62
+ dateRange: { start: subDays(startOfToday(), 90), end: endOfMonth(startOfToday()) },
63
+ })
64
+ }, [])
65
+
66
+ React.useEffect(() => {
67
+ if (isIncome && activity.sequenceGuid) {
68
+ // Set filter to show related paid income
69
+ const transactionGuids = paidActivities
70
+ .filter((pa) => pa.sequenceGuid === activity.sequenceGuid)
71
+ .map((pa) => pa.transactionGuid)
72
+ setFilter({
73
+ ...filter,
74
+ custom: (t: Transaction) => Boolean(transactionGuids.find((guid) => t.guid === guid)),
75
+ })
76
+ } else if (!isIncome && activity.scheduledPaymentGuid) {
77
+ // Set filter to show related paid expenses
78
+ setFilter({
79
+ ...filter,
80
+ custom: (t: Transaction) => t.scheduled_payment_guid === activity.scheduledPaymentGuid,
81
+ })
82
+ }
83
+ }, [activity])
84
+
85
+ const handleDeleteActivity = async () => {
86
+ if (isIncome && activity.sequenceGuid) {
87
+ await deleteCashflowSequence(activity.sequenceGuid)
88
+ } else if (activity.scheduledPaymentGuid) {
89
+ await deleteScheduledPayment(activity.scheduledPaymentGuid)
90
+ }
91
+ onDeleted()
92
+ }
93
+
94
+ const handleDeleteButtonClick = () => {
95
+ setShowDeleteConfirm(true)
96
+ onEvent(
97
+ isIncome
98
+ ? 'recurring_transactions_widget_income_details_click_delete'
99
+ : 'recurring_transactions_widget_expense_details_click_delete',
100
+ {
101
+ transaction_guid: activity.transactionGuid,
102
+ },
103
+ )
104
+ }
105
+
106
+ return (
107
+ <Stack bgcolor="background.default" direction="column" height="100%">
108
+ <Stack direction="column" gap={12} m={24}>
109
+ <MerchantLogo
110
+ categoryGuid={activity.categoryGuid || ''}
111
+ merchantGuid={activity.merchantGuid || ''}
112
+ size={64}
113
+ />
114
+ <Text bold={true} variant="Body">
115
+ {activity.name}
116
+ </Text>
117
+ <H1 color={isIncome ? 'success.main' : 'text.primary'}>
118
+ {isIncome ? '+' : ''}
119
+ {formatCurrency(activity.amount, '0,0.00')}
120
+ </H1>
121
+ </Stack>
122
+ <List sx={{ bgcolor: 'background.paper' }}>
123
+ {activity.institution && (
124
+ <>
125
+ <DataRow
126
+ iconName="checkbook"
127
+ label={recurringCopy.account}
128
+ value={activity.institution}
129
+ />
130
+ <Divider color="secondary" variant="inset" />
131
+ </>
132
+ )}
133
+
134
+ {category && (
135
+ <>
136
+ <DataRow
137
+ iconName="monetization_on"
138
+ label={recurringCopy.category}
139
+ value={category.name}
140
+ />
141
+ <Divider color="secondary" variant="inset" />
142
+ </>
143
+ )}
144
+
145
+ <FrequencyAction activity={activity} />
146
+ <Divider color="secondary" variant="inset" />
147
+
148
+ <PaymentDateAction activity={activity} />
149
+ <Divider color="secondary" />
150
+ </List>
151
+
152
+ <Button
153
+ color="error"
154
+ onClick={handleDeleteButtonClick}
155
+ startIcon={<Icon name="delete" />}
156
+ sx={{ mx: 24, my: 16 }}
157
+ variant="text"
158
+ >
159
+ {isIncome ? recurringCopy.delete_income_title : recurringCopy.delete_expense_title}
160
+ </Button>
161
+
162
+ <Text bold={true} sx={{ ml: 24, mt: 16 }} variant="Body">
163
+ {recurringCopy.paid_transactions}
164
+ </Text>
165
+
166
+ <TransactionList height="30dvh" onClick={setTransactionGuid} />
167
+
168
+ <Drawer
169
+ ariaLabelClose={recurringCopy.close_drawer_aria}
170
+ isOpen={!!transactionGuid}
171
+ onClose={() => setTransactionGuid('')}
172
+ title={recurringCopy.transaction_details_drawer_title}
173
+ >
174
+ {transaction && <TransactionDetails transaction={transaction} />}
175
+ </Drawer>
176
+
177
+ <Dialog
178
+ copy={{
179
+ title: isIncome ? recurringCopy.delete_income_title : recurringCopy.delete_expense_title,
180
+ close_aria: recurringCopy.close_drawer_aria,
181
+ }}
182
+ isOpen={showDeleteConfirm}
183
+ onClose={() => setShowDeleteConfirm(false)}
184
+ onPrimaryAction={handleDeleteActivity}
185
+ >
186
+ <Text>
187
+ {isIncome
188
+ ? recurringCopy.delete_income_description
189
+ : recurringCopy.delete_expense_description}
190
+ </Text>
191
+ </Dialog>
192
+ </Stack>
193
+ )
194
+ }
195
+
196
+ export default observer(ActivityDetails)