@mx-cartographer/experiences 4.0.13 → 4.0.14-alpha.JB1
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/CHANGELOG.md +4 -0
- package/dist/debts/components/SnowballCard.d.ts +3 -1
- package/dist/debts/components/SnowballDrawer.d.ts +9 -0
- package/dist/index.es.js +3905 -3522
- package/dist/index.es.js.map +1 -1
- package/package.json +23 -3
- package/src/accounts/AccountsMiniWidget.tsx +62 -0
- package/src/accounts/AccountsWidget.tsx +93 -0
- package/src/accounts/ConnectMiniWidget.tsx +36 -0
- package/src/accounts/__tests__/Accounts.test.tsx +561 -0
- package/src/accounts/api/AccountApi.ts +74 -0
- package/src/accounts/api/__mocks__/AccountApi.ts +46 -0
- package/src/accounts/components/AccountListItem.tsx +102 -0
- package/src/accounts/components/AccountsList.tsx +133 -0
- package/src/accounts/components/ConnectImage.tsx +314 -0
- package/src/accounts/components/ConnectMiniWidgetCard.tsx +41 -0
- package/src/accounts/components/ConnectStatus.tsx +44 -0
- package/src/accounts/components/ConnectionStatusIcons.tsx +26 -0
- package/src/accounts/components/ConnectionsDrawer.tsx +84 -0
- package/src/accounts/components/detailsdrawer/Accounts/AccountActions.tsx +177 -0
- package/src/accounts/components/detailsdrawer/Accounts/AccountActionsRow.tsx +33 -0
- package/src/accounts/components/detailsdrawer/Accounts/AccountConnection.tsx +139 -0
- package/src/accounts/components/detailsdrawer/Accounts/AccountDetailEdit.tsx +162 -0
- package/src/accounts/components/detailsdrawer/Accounts/AccountDetails.tsx +98 -0
- package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsChart.tsx +63 -0
- package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsContent.tsx +52 -0
- package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsHeader.tsx +71 -0
- package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsTab.tsx +25 -0
- package/src/accounts/components/detailsdrawer/Accounts/ConnectionErrorMessage.tsx +99 -0
- package/src/accounts/components/detailsdrawer/Transactions/TransactionsTab.tsx +51 -0
- package/src/accounts/constants/Accounts.ts +11 -0
- package/src/accounts/hooks/useGetMergeableAccounts.tsx +13 -0
- package/src/accounts/hooks/useUiStore.ts +12 -0
- package/src/accounts/index.ts +8 -0
- package/src/accounts/stores/AccountStore.ts +220 -0
- package/src/accounts/stores/UiStore.ts +18 -0
- package/src/accounts/stores/__tests__/AccountStore.test.ts +204 -0
- package/src/accounts/utils/AccountFields.tsx +248 -0
- package/src/accounts/utils/Accounts.ts +28 -0
- package/src/accounts/utils/__tests__/AccountFieldsUtils.test.tsx +215 -0
- package/src/accounts/utils/__tests__/AccountsUtils.test.tsx +104 -0
- package/src/accounts/utils/getConnectionMessages.tsx +198 -0
- package/src/accounts/utils/index.ts +1 -0
- package/src/budgets/BubbleBudgetsMiniWidget.tsx +57 -0
- package/src/budgets/BubbleBudgetsWidget.tsx +154 -0
- package/src/budgets/__tests__/BubbleBudgetsWidget.test.tsx +40 -0
- package/src/budgets/__tests__/BudgetList.test.tsx +38 -0
- package/src/budgets/__tests__/BudgetsStore.test.tsx +48 -0
- package/src/budgets/__tests__/Overview.test.tsx +38 -0
- package/src/budgets/api/BudgetsApi.ts +43 -0
- package/src/budgets/api/__mocks__/BudgetsApi.ts +7 -0
- package/src/budgets/components/AddBudgets.tsx +50 -0
- package/src/budgets/components/BubbleBudgets.tsx +73 -0
- package/src/budgets/components/BubbleChart.tsx +50 -0
- package/src/budgets/components/BudgetDetailsDrawer.tsx +134 -0
- package/src/budgets/components/BudgetList.tsx +50 -0
- package/src/budgets/components/Overview.tsx +156 -0
- package/src/budgets/components/ZeroState.tsx +23 -0
- package/src/budgets/components/addbudget/Header.tsx +59 -0
- package/src/budgets/components/addbudget/RecalculateBudgetRow.tsx +53 -0
- package/src/budgets/components/addbudget/RecalculateBudgets.tsx +69 -0
- package/src/budgets/components/addbudget/UnbudgetedRow.tsx +57 -0
- package/src/budgets/components/bubblechart/Bubble.tsx +148 -0
- package/src/budgets/components/bubblechart/Mercury.tsx +57 -0
- package/src/budgets/components/budgetdetails/AddSubBudget.tsx +111 -0
- package/src/budgets/components/budgetdetails/BudgetDetails.tsx +93 -0
- package/src/budgets/components/budgetdetails/Header.tsx +48 -0
- package/src/budgets/components/budgetdetails/SubBudgetList.tsx +148 -0
- package/src/budgets/components/budgetlist/BudgetRow.tsx +63 -0
- package/src/budgets/components/budgetlist/SubBudgetRow.tsx +64 -0
- package/src/budgets/components/budgetlist/SubBudgetZeroState.tsx +22 -0
- package/src/budgets/components/shared/BudgetAmount.tsx +54 -0
- package/src/budgets/index.ts +2 -0
- package/src/budgets/store/BudgetsStore.ts +183 -0
- package/src/budgets/utils/BubblesSVG.ts +142 -0
- package/src/budgets/utils/BudgetUtil.ts +140 -0
- package/src/cashflow/CashflowMiniWidget.tsx +25 -0
- package/src/cashflow/CashflowOnboarding.tsx +298 -0
- package/src/cashflow/CashflowWidget.tsx +111 -0
- package/src/cashflow/api/CashflowApi.ts +62 -0
- package/src/cashflow/api/__mocks__/CashflowApi.ts +15 -0
- package/src/cashflow/components/CashflowAmountHeading.tsx +46 -0
- package/src/cashflow/components/CashflowContent.tsx +63 -0
- package/src/cashflow/components/CashflowHeading.tsx +172 -0
- package/src/cashflow/components/CashflowWidgetContent.tsx +225 -0
- package/src/cashflow/components/DetailsExpenseHeader.tsx +47 -0
- package/src/cashflow/components/DetailsExpenseRow.tsx +46 -0
- package/src/cashflow/components/DetailsFooter.tsx +28 -0
- package/src/cashflow/components/DetailsTab.tsx +128 -0
- package/src/cashflow/components/RemainingCash.tsx +44 -0
- package/src/cashflow/components/SummaryTab.tsx +247 -0
- package/src/cashflow/components/onboarding/StepOne.tsx +90 -0
- package/src/cashflow/components/onboarding/StepTwo.tsx +23 -0
- package/src/cashflow/context/hooks.tsx +12 -0
- package/src/cashflow/images/cashflow-onboarding.png +0 -0
- package/src/cashflow/images/loading-animation.gif +0 -0
- package/src/cashflow/index.ts +5 -0
- package/src/cashflow/stores/CashflowStore.ts +26 -0
- package/src/cashflow/stores/UiStore.ts +48 -0
- package/src/cashflow/stores/__tests__/CashflowStore.test.ts +16 -0
- package/src/cashflow/util/Filters.ts +15 -0
- package/src/categories/components/CategoryList.tsx +64 -0
- package/src/categories/components/CategoryRow.tsx +68 -0
- package/src/categories/components/CategorySelector.tsx +80 -0
- package/src/categories/components/CategorySelectorDrawer.tsx +41 -0
- package/src/categories/components/CustomCategories/AddSubcategory.tsx +65 -0
- package/src/categories/components/CustomCategories/CustomCategoryModal.tsx +99 -0
- package/src/categories/components/CustomCategories/DeleteSubcategory.tsx +49 -0
- package/src/categories/components/CustomCategories/RenameSubcategory.tsx +48 -0
- package/src/categories/components/CustomCategories/index.ts +4 -0
- package/src/categories/components/SubcategoryList.tsx +47 -0
- package/src/categories/components/SubcategoryRow.tsx +123 -0
- package/src/categories/constants/Analytics.ts +89 -0
- package/src/categories/constants/OnClickEvents.ts +13 -0
- package/src/categories/context/hooks.ts +12 -0
- package/src/categories/index.ts +5 -0
- package/src/categories/stores/CategoryStore.ts +184 -0
- package/src/categories/stores/UiStore.ts +36 -0
- package/src/categories/stores/__tests__/CategoryStore.test.ts +54 -0
- package/src/categories/util/CategoryUtil.ts +136 -0
- package/src/common/api/AnalyticsApi.ts +49 -0
- package/src/common/api/BeatApi.ts +32 -0
- package/src/common/api/CategoryApi.ts +52 -0
- package/src/common/api/GlobalCopyApi.ts +17 -0
- package/src/common/api/LocalizedCopyApi.ts +21 -0
- package/src/common/api/NotificationApi.ts +40 -0
- package/src/common/api/ScheduledPaymentsApi.ts +37 -0
- package/src/common/api/UserApi.ts +23 -0
- package/src/common/api/WidgetApi.ts +15 -0
- package/src/common/api/__mocks__/BeatApi.ts +8 -0
- package/src/common/api/__mocks__/CategoryApi.ts +15 -0
- package/src/common/api/__mocks__/GlobalCopyApi.ts +7 -0
- package/src/common/api/__mocks__/NotificationApi.ts +11 -0
- package/src/common/api/__mocks__/ScheduledPaymentsApi.ts +7 -0
- package/src/common/api/__mocks__/UserApi.ts +9 -0
- package/src/common/api/__mocks__/WidgetApi.ts +11 -0
- package/src/common/api/index.ts +9 -0
- package/src/common/components/ConnectDrawer.tsx +87 -0
- package/src/common/components/CurrencyInput.tsx +147 -0
- package/src/common/components/CurrencyText.tsx +44 -0
- package/src/common/components/DataRow.tsx +52 -0
- package/src/common/components/IconBacking.tsx +41 -0
- package/src/common/components/InformationTooltip.tsx +52 -0
- package/src/common/components/ListItemWrapper.tsx +49 -0
- package/src/common/components/Loader.tsx +24 -0
- package/src/common/components/MiniWidgetContainer.tsx +64 -0
- package/src/common/components/ResponsiveButton.tsx +65 -0
- package/src/common/components/SearchBox.tsx +64 -0
- package/src/common/components/SelectionBox.tsx +64 -0
- package/src/common/components/SubheaderRow.tsx +22 -0
- package/src/common/components/TabContentContainer.tsx +28 -0
- package/src/common/components/WidgetContainer.tsx +239 -0
- package/src/common/components/accountfilter/AccountFilter.tsx +133 -0
- package/src/common/components/accountfilter/AccountFilterOptions.tsx +263 -0
- package/src/common/components/accountfilter/index.ts +1 -0
- package/src/common/components/barchart/Bar.tsx +123 -0
- package/src/common/components/barchart/BarChart.tsx +136 -0
- package/src/common/components/barchart/BarColumn.tsx +150 -0
- package/src/common/components/barchart/Legend.tsx +60 -0
- package/src/common/components/barchart/Util.ts +54 -0
- package/src/common/components/barchart/__tests__/BarChart.test.tsx +46 -0
- package/src/common/components/barchart/index.ts +1 -0
- package/src/common/components/calendar/Calendar.tsx +223 -0
- package/src/common/components/calendar/Day.tsx +127 -0
- package/src/common/components/calendar/Header.tsx +58 -0
- package/src/common/components/calendar/__tests__/Calendar.test.tsx +50 -0
- package/src/common/components/calendar/index.ts +1 -0
- package/src/common/components/calendar/upcomingActivity/CalendarIcons.tsx +40 -0
- package/src/common/components/charts/Donut.tsx +82 -0
- package/src/common/components/charts/LineChart.tsx +204 -0
- package/src/common/components/charts/StackedLineChart.tsx +292 -0
- package/src/common/components/charts/StatusBar.tsx +41 -0
- package/src/common/components/charts/index.ts +4 -0
- package/src/common/components/charts/linechart/CustomLegend.tsx +49 -0
- package/src/common/components/charts/linechart/CustomLine.tsx +31 -0
- package/src/common/components/charts/linechart/CustomMark.tsx +68 -0
- package/src/common/components/charts/stackedlinechart/CategoryIconLabel.tsx +29 -0
- package/src/common/components/charts/stackedlinechart/CustomAreaTooltip.tsx +115 -0
- package/src/common/components/charts/stackedlinechart/CustomLegend.tsx +73 -0
- package/src/common/components/charts/stackedlinechart/CustomPointTooltip.tsx +41 -0
- package/src/common/components/charts/stackedlinechart/utils.ts +13 -0
- package/src/common/components/daterangeselector/DateRangeSelector.tsx +383 -0
- package/src/common/components/daterangeselector/index.ts +1 -0
- package/src/common/components/dialog/Dialog.tsx +92 -0
- package/src/common/components/dialog/index.ts +1 -0
- package/src/common/components/donuts/MultiSegmentDonut.tsx +89 -0
- package/src/common/components/donuts/SingleSegmentDonut.tsx +75 -0
- package/src/common/components/donuts/index.ts +2 -0
- package/src/common/components/drawer/Drawer.tsx +97 -0
- package/src/common/components/drawer/Header.tsx +64 -0
- package/src/common/components/drawer/index.ts +1 -0
- package/src/common/components/index.ts +22 -0
- package/src/common/constants/Account.ts +30 -0
- package/src/common/constants/Analytics.ts +70 -0
- package/src/common/constants/ApiEndpoints.ts +30 -0
- package/src/common/constants/Category.ts +302 -0
- package/src/common/constants/Connect.ts +2 -0
- package/src/common/constants/DateFormats.ts +122 -0
- package/src/common/constants/Donut.ts +2 -0
- package/src/common/constants/Numbers.ts +6 -0
- package/src/common/constants/ScheduledPayment.ts +21 -0
- package/src/common/constants/Sizes.ts +7 -0
- package/src/common/constants/SpendingPlan.ts +17 -0
- package/src/common/constants/Table.ts +13 -0
- package/src/common/constants/index.ts +21 -0
- package/src/common/context/GlobalDataProvider.tsx +31 -0
- package/src/common/context/WidgetContainerProvider.tsx +24 -0
- package/src/common/context/__mocks__/GlobalDataProvider.tsx +25 -0
- package/src/common/context/hooks.tsx +57 -0
- package/src/common/context/index.ts +22 -0
- package/src/common/hooks/__tests__/useDimensions.test.tsx +190 -0
- package/src/common/hooks/index.ts +3 -0
- package/src/common/hooks/useCombineEvents.tsx +53 -0
- package/src/common/hooks/useDimensions.tsx +78 -0
- package/src/common/hooks/usePrevious.tsx +10 -0
- package/src/common/hooks/useScreenSize.tsx +15 -0
- package/src/common/index.ts +23 -0
- package/src/common/stores/ConnectStore.ts +26 -0
- package/src/common/stores/GlobalCopyStore.ts +36 -0
- package/src/common/stores/GlobalStore.ts +83 -0
- package/src/common/stores/GlobalUiStore.ts +66 -0
- package/src/common/stores/UserStore.ts +45 -0
- package/src/common/stores/__tests__/GlobalCopyStore.test.ts +23 -0
- package/src/common/stores/__tests__/GlobalStore.test.ts +24 -0
- package/src/common/stores/index.ts +3 -0
- package/src/common/types/Account.ts +406 -0
- package/src/common/types/Activity.ts +31 -0
- package/src/common/types/Analytics.ts +70 -0
- package/src/common/types/Beat.ts +71 -0
- package/src/common/types/Budget.ts +29 -0
- package/src/common/types/Cashflow.ts +110 -0
- package/src/common/types/Category.ts +68 -0
- package/src/common/types/Date.ts +2 -0
- package/src/common/types/Debt.ts +19 -0
- package/src/common/types/Expense.ts +20 -0
- package/src/common/types/Global.ts +13 -0
- package/src/common/types/GlobalCopy.ts +37 -0
- package/src/common/types/Goal.ts +59 -0
- package/src/common/types/Institution.ts +11 -0
- package/src/common/types/LocalizedContent.ts +9 -0
- package/src/common/types/Merchant.ts +6 -0
- package/src/common/types/Notification.ts +15 -0
- package/src/common/types/ScheduledPayment.ts +15 -0
- package/src/common/types/ScreenSize.tsx +4 -0
- package/src/common/types/SpendingPlan.ts +48 -0
- package/src/common/types/Transaction.ts +91 -0
- package/src/common/types/User.ts +20 -0
- package/src/common/types/Widgets.ts +11 -0
- package/src/common/types/index.ts +93 -0
- package/src/common/types/localization/AccountFilterCopy.ts +12 -0
- package/src/common/types/localization/AccountTypeCopy.ts +16 -0
- package/src/common/types/localization/AccountsCopy.ts +113 -0
- package/src/common/types/localization/BudgetsCopy.ts +52 -0
- package/src/common/types/localization/CashflowCopy.ts +77 -0
- package/src/common/types/localization/CategoryCopy.ts +18 -0
- package/src/common/types/localization/CommonCopy.ts +30 -0
- package/src/common/types/localization/ConnectCopy.ts +74 -0
- package/src/common/types/localization/CurrencyInputCopy.ts +6 -0
- package/src/common/types/localization/DateRangePickerCopy.ts +23 -0
- package/src/common/types/localization/GoalsCopy.ts +37 -0
- package/src/common/types/localization/InsightsFeedCopy.ts +26 -0
- package/src/common/types/localization/MicroInsightsCopy.ts +28 -0
- package/src/common/types/localization/NetWorthCopy.ts +14 -0
- package/src/common/types/localization/NotificationsCopy.ts +7 -0
- package/src/common/types/localization/RecurringCopy.ts +76 -0
- package/src/common/types/localization/SpendingCopy.ts +16 -0
- package/src/common/types/localization/TransactionsCopy.ts +81 -0
- package/src/common/types/localization/TrendsCopy.ts +10 -0
- package/src/common/types/localization/index.ts +19 -0
- package/src/common/utils/AccountFilter.ts +45 -0
- package/src/common/utils/Analytics.ts +51 -0
- package/src/common/utils/Categories.ts +75 -0
- package/src/common/utils/DateUtil.ts +67 -0
- package/src/common/utils/Fetch.ts +115 -0
- package/src/common/utils/Localization.ts +67 -0
- package/src/common/utils/NumberFormatting.ts +65 -0
- package/src/common/utils/__tests__/Fetch.test.tsx +34 -0
- package/src/common/utils/index.ts +18 -0
- package/src/dashboard/Dashboard.tsx +92 -0
- package/src/dashboard/Greeting.tsx +75 -0
- package/src/dashboard/__tests__/Dashboard.test.tsx +84 -0
- package/src/dashboard/constants/Dashboard.ts +4 -0
- package/src/dashboard/index.ts +3 -0
- package/src/dashboard/types/DashboardTypes.ts +9 -0
- package/src/debts/DebtsWidget.tsx +90 -0
- package/src/debts/components/DebtsChart.tsx +190 -0
- package/src/debts/components/DebtsTable.tsx +209 -0
- package/src/debts/components/SnowballCard.tsx +70 -0
- package/src/debts/components/SnowballDrawer.tsx +384 -0
- package/src/debts/components/debtstable/AccountCell.tsx +25 -0
- package/src/debts/components/debtstable/PriorityCell.tsx +46 -0
- package/src/debts/index.ts +4 -0
- package/src/debts/store/DebtsStore.ts +20 -0
- package/src/debts/utils/DebtStore.ts +75 -0
- package/src/debts/utils/DebtsWidget.ts +32 -0
- package/src/debts/utils/SnowballCard.tsx +48 -0
- package/src/goals/GoalsWidget.tsx +128 -0
- package/src/goals/api/GoalApi.ts +29 -0
- package/src/goals/components/GoalDetails.tsx +240 -0
- package/src/goals/components/GoalList.tsx +101 -0
- package/src/goals/components/GoalStatusCard.tsx +87 -0
- package/src/goals/components/TabTitle.tsx +21 -0
- package/src/goals/constants/CopyKeys.ts +29 -0
- package/src/goals/index.ts +2 -0
- package/src/goals/stores/GoalStore.ts +47 -0
- package/src/goals/util/GoalsUtil.ts +61 -0
- package/src/index.ts +17 -0
- package/src/insights/README.md +16 -0
- package/src/insights/contexts/ToastContext.tsx +62 -0
- package/src/insights/index.ts +5 -0
- package/src/insights/settings/SettingsDrawer.tsx +40 -0
- package/src/insights/settings/__tests__/SettingsDrawer.test.tsx +50 -0
- package/src/insights/settings/components/PulseSubheaderRow.tsx +34 -0
- package/src/insights/settings/components/SettingsItem.tsx +55 -0
- package/src/insights/settings/components/Toast.tsx +69 -0
- package/src/insights/settings/hiddeninsights/__tests__/HiddenInsightsDrawer.test.tsx +108 -0
- package/src/insights/settings/hiddeninsights/__tests__/SubCategoryDrawer.test.tsx +150 -0
- package/src/insights/settings/hiddeninsights/components/CategoryEmptyState.tsx +50 -0
- package/src/insights/settings/hiddeninsights/components/HiddenInsightsDrawer.tsx +222 -0
- package/src/insights/settings/hiddeninsights/components/HiddenInsightsDrawerWrapper.tsx +24 -0
- package/src/insights/settings/hiddeninsights/components/SubCategoryDrawer.tsx +256 -0
- package/src/insights/settings/hiddeninsights/images/no-insights.png +0 -0
- package/src/insights/settings/hiddeninsights/types/index.ts +74 -0
- package/src/insights/settings/manageaccounts/__tests__/AccountGroup.test.tsx +92 -0
- package/src/insights/settings/manageaccounts/__tests__/ManageAccountsDrawer.test.tsx +83 -0
- package/src/insights/settings/manageaccounts/components/AccountGroup.tsx +109 -0
- package/src/insights/settings/manageaccounts/components/ManageAccountsDrawer.tsx +63 -0
- package/src/insights/settings/manageaccounts/types/index.ts +13 -0
- package/src/insights/settings/types/index.ts +4 -0
- package/src/insights/store/BeatStore.ts +25 -0
- package/src/insights/utils/beatTemplateCategories.ts +103 -0
- package/src/merchants/api/MerchantApi.ts +33 -0
- package/src/merchants/components/MerchantLookup.tsx +117 -0
- package/src/merchants/index.ts +2 -0
- package/src/merchants/stores/MerchantStore.ts +42 -0
- package/src/microinsights/analytics.ts +31 -0
- package/src/microinsights/components/beatCard/BeatCard.tsx +124 -0
- package/src/microinsights/components/beaticons/BeatCategoryIcon.tsx +20 -0
- package/src/microinsights/components/beaticons/BeatIcon.tsx +45 -0
- package/src/microinsights/components/beaticons/BeatMerchantLogo.tsx +33 -0
- package/src/microinsights/components/beaticons/ChartFilledIcon.tsx +37 -0
- package/src/microinsights/components/beaticons/MonthlySpendComparisonIcon.tsx +30 -0
- package/src/microinsights/components/beaticons/ZeroStateIcon.tsx +558 -0
- package/src/microinsights/components/beaticons/index.tsx +7 -0
- package/src/microinsights/components/carouselheader/CarouselHeader.tsx +111 -0
- package/src/microinsights/components/insightsmicrowidget/InsightsMicroWidget.tsx +163 -0
- package/src/microinsights/components/microBeatCarousel/CarouselControls.tsx +99 -0
- package/src/microinsights/components/microBeatCarousel/MicroBeatCarousel.tsx +207 -0
- package/src/microinsights/components/microInsightCard/MicroInsightCard.tsx +173 -0
- package/src/microinsights/components/noRelevantInsightsCard/NoRelevantInsightsCard.tsx +89 -0
- package/src/microinsights/components/spinner/Spinner.tsx +21 -0
- package/src/microinsights/components/viewMoreMicroCard/ViewMoreMicroCard.tsx +101 -0
- package/src/microinsights/components/zeroStateCard/ZeroStateCard.tsx +62 -0
- package/src/microinsights/constants/Analytics.ts +192 -0
- package/src/microinsights/constants/App.ts +53 -0
- package/src/microinsights/constants/Insights.tsx +3 -0
- package/src/microinsights/constants/OnClickEvents.ts +3 -0
- package/src/microinsights/context/InsightsMicroWidgetDataProvider.tsx +24 -0
- package/src/microinsights/context/hooks.tsx +65 -0
- package/src/microinsights/index.ts +16 -0
- package/src/microinsights/interfaces.ts +28 -0
- package/src/microinsights/stores/AppStore.ts +34 -0
- package/src/microinsights/stores/CopyStore.ts +38 -0
- package/src/microinsights/stores/InsightsMicroWidgetStore.ts +61 -0
- package/src/microinsights/types/BeatUIComponent.ts +5 -0
- package/src/microinsights/utils/DataSeries.ts +20 -0
- package/src/networth/NetWorthWidget.tsx +171 -0
- package/src/networth/__tests__/AssetsLiabilitiesDetail.test.tsx +94 -0
- package/src/networth/__tests__/NetWorthChart.test.tsx +31 -0
- package/src/networth/__tests__/NetWorthList.test.tsx +33 -0
- package/src/networth/components/AssetsLiabilitiesDetail.tsx +146 -0
- package/src/networth/components/GainsLossesDetail.tsx +110 -0
- package/src/networth/components/NetWorthChange.tsx +51 -0
- package/src/networth/components/NetWorthChart.tsx +71 -0
- package/src/networth/components/NetWorthList.tsx +91 -0
- package/src/networth/components/NetWorthListItem.tsx +72 -0
- package/src/networth/components/NetWorthSummary.tsx +36 -0
- package/src/networth/index.ts +5 -0
- package/src/networth/stores/NetWorthStore.ts +99 -0
- package/src/networth/stores/__tests__/NetWorthStore.test.ts +32 -0
- package/src/networth/types/NetWorth.ts +59 -0
- package/src/networth/utils/NetWorthUtils.ts +177 -0
- package/src/networth/utils/__tests__/NetWorthUtils.test.ts +198 -0
- package/src/notifications/__tests__/NotificationList.test.tsx +67 -0
- package/src/notifications/components/DateRow.tsx +21 -0
- package/src/notifications/components/NotificationBadge.tsx +51 -0
- package/src/notifications/components/NotificationCard.tsx +63 -0
- package/src/notifications/components/NotificationList.tsx +65 -0
- package/src/notifications/constants/NotificationConstants.ts +104 -0
- package/src/notifications/index.ts +3 -0
- package/src/notifications/stores/NotificationStore.ts +62 -0
- package/src/notifications/utils/NotificationUtils.ts +21 -0
- package/src/recurringactivity/RecurringActivityMiniWidget.tsx +45 -0
- package/src/recurringactivity/RecurringActivityWidget.tsx +89 -0
- package/src/recurringactivity/__tests__/BuildActivities.test.ts +30 -0
- package/src/recurringactivity/__tests__/BuildNewActivity.test.ts +59 -0
- package/src/recurringactivity/__tests__/RecurringActivityWidget.test.tsx +33 -0
- package/src/recurringactivity/components/ActivityBadges.tsx +40 -0
- package/src/recurringactivity/components/ActivityDetails.tsx +196 -0
- package/src/recurringactivity/components/ActivityList.tsx +141 -0
- package/src/recurringactivity/components/ActivityRow.tsx +161 -0
- package/src/recurringactivity/components/ActivityStatus.tsx +82 -0
- package/src/recurringactivity/components/MiniWidgetContent.tsx +61 -0
- package/src/recurringactivity/components/RecurringActivity.tsx +165 -0
- package/src/recurringactivity/components/actions/FrequencyAction.tsx +130 -0
- package/src/recurringactivity/components/actions/PaymentDateAction.tsx +99 -0
- package/src/recurringactivity/components/activitycalendar/ActivityCalendar.tsx +100 -0
- package/src/recurringactivity/components/activitycalendar/ActivityDay.tsx +88 -0
- package/src/recurringactivity/components/activitycalendar/Legend.tsx +42 -0
- package/src/recurringactivity/components/shared/ActivitySettings.tsx +43 -0
- package/src/recurringactivity/components/shared/activitysettings/AddActivity.tsx +175 -0
- package/src/recurringactivity/components/shared/activitysettings/AddActivityDetails.tsx +148 -0
- package/src/recurringactivity/components/shared/activitysettings/ManageExpenses.tsx +84 -0
- package/src/recurringactivity/components/shared/activitysettings/ManageIncome.tsx +102 -0
- package/src/recurringactivity/components/shared/activitysettings/SelectTransaction.tsx +45 -0
- package/src/recurringactivity/index.ts +5 -0
- package/src/recurringactivity/stores/RecurringActivityStore.ts +312 -0
- package/src/recurringactivity/util/RecurringActivityUtils.ts +40 -0
- package/src/recurringactivity/util/buildActivities.ts +334 -0
- package/src/recurringactivity/util/buildNewActivity.ts +111 -0
- package/src/recurringactivity/util/getRecurrence.ts +50 -0
- package/src/recurringactivity/util/getStatus.ts +32 -0
- package/src/recurringactivity/util/updateActivity.ts +66 -0
- package/src/spending/SpendingMiniWidget.tsx +23 -0
- package/src/spending/SpendingWidget.tsx +71 -0
- package/src/spending/__tests__/MiniSpendingChart.test.tsx +43 -0
- package/src/spending/__tests__/SpendingData.test.ts +38 -0
- package/src/spending/__tests__/SpendingMiniWidget.test.tsx +49 -0
- package/src/spending/__tests__/SpendingWidget.test.tsx +49 -0
- package/src/spending/components/MiniSpendingChart.tsx +125 -0
- package/src/spending/components/Spending.tsx +175 -0
- package/src/spending/components/SpendingChart.tsx +74 -0
- package/src/spending/components/SpendingDonut.tsx +125 -0
- package/src/spending/components/SpendingLegend.tsx +41 -0
- package/src/spending/components/SpendingList.tsx +112 -0
- package/src/spending/components/SpendingTabLabel.tsx +25 -0
- package/src/spending/index.ts +2 -0
- package/src/spending/utils/SpendingData.ts +196 -0
- package/src/transactions/TransactionWidget.tsx +319 -0
- package/src/transactions/analytics.ts +12 -0
- package/src/transactions/api/TransactionApi.ts +204 -0
- package/src/transactions/api/__mocks__/TransactionApi.ts +20 -0
- package/src/transactions/components/shared/TransactionDetails.tsx +140 -0
- package/src/transactions/components/shared/TransactionList.tsx +124 -0
- package/src/transactions/components/shared/TransactionTable.tsx +123 -0
- package/src/transactions/components/shared/transactiondetails/Description.tsx +97 -0
- package/src/transactions/components/shared/transactiondetails/FlagTransaction.tsx +63 -0
- package/src/transactions/components/shared/transactiondetails/ManualTransactionDetails.tsx +148 -0
- package/src/transactions/components/shared/transactiondetails/TransactionAmountHeader.tsx +39 -0
- package/src/transactions/components/shared/transactiondetails/actions/CategoryAction.tsx +149 -0
- package/src/transactions/components/shared/transactiondetails/actions/DateAction.tsx +119 -0
- package/src/transactions/components/shared/transactiondetails/actions/DeleteAction.tsx +85 -0
- package/src/transactions/components/shared/transactiondetails/actions/DeleteLogoAction.tsx +88 -0
- package/src/transactions/components/shared/transactiondetails/actions/HideAction.tsx +126 -0
- package/src/transactions/components/shared/transactiondetails/actions/MemoAction.tsx +112 -0
- package/src/transactions/components/shared/transactiondetails/actions/SplitAction.tsx +234 -0
- package/src/transactions/components/shared/transactiondetails/actions/TagsAction.tsx +119 -0
- package/src/transactions/components/shared/transactiondetails/actions/index.ts +8 -0
- package/src/transactions/components/shared/transactionlist/DateRow.tsx +33 -0
- package/src/transactions/components/shared/transactionlist/TransactionRow.tsx +92 -0
- package/src/transactions/components/shared/transactionlist/ZeroState.tsx +36 -0
- package/src/transactions/components/shared/transactiontable/cells/AccountCell.tsx +12 -0
- package/src/transactions/components/shared/transactiontable/cells/AmountCell.tsx +35 -0
- package/src/transactions/components/shared/transactiontable/cells/CategoryCell.tsx +37 -0
- package/src/transactions/components/shared/transactiontable/cells/DateCell.tsx +17 -0
- package/src/transactions/components/shared/transactiontable/cells/FlagCell.tsx +43 -0
- package/src/transactions/components/shared/transactiontable/cells/HeaderCell.tsx +11 -0
- package/src/transactions/components/shared/transactiontable/cells/PayeeCell.tsx +21 -0
- package/src/transactions/components/shared/transactiontable/cells/index.ts +7 -0
- package/src/transactions/components/splitmanager/SplitManager.tsx +93 -0
- package/src/transactions/components/splitmanager/SplitRow.tsx +149 -0
- package/src/transactions/components/splitmanager/index.ts +1 -0
- package/src/transactions/components/tagmanager/Header.tsx +100 -0
- package/src/transactions/components/tagmanager/SearchBox.tsx +60 -0
- package/src/transactions/components/tagmanager/TagManager.tsx +51 -0
- package/src/transactions/components/tagmanager/TagRow.tsx +145 -0
- package/src/transactions/components/tagmanager/index.ts +1 -0
- package/src/transactions/components/transactionwidget/AddAccountModal.tsx +30 -0
- package/src/transactions/components/transactionwidget/actions/AddTransactionAction.tsx +74 -0
- package/src/transactions/components/transactionwidget/actions/EditCategoryAction.tsx +80 -0
- package/src/transactions/components/transactionwidget/actions/ExportCsvAction.tsx +32 -0
- package/src/transactions/constants/Actions.ts +28 -0
- package/src/transactions/constants/Analytics.ts +272 -0
- package/src/transactions/constants/OnClickEvents.ts +45 -0
- package/src/transactions/constants/Transaction.ts +32 -0
- package/src/transactions/constants/TransactionsTable.ts +26 -0
- package/src/transactions/context/hooks.tsx +12 -0
- package/src/transactions/index.ts +12 -0
- package/src/transactions/stores/TransactionStore.ts +327 -0
- package/src/transactions/stores/UiStore.ts +72 -0
- package/src/transactions/stores/__tests__/TransactionStore.test.ts +80 -0
- package/src/transactions/utils/Filters.ts +35 -0
- package/src/transactions/utils/Transactions.ts +22 -0
- package/src/transactions/utils/buildDetailedTransactions.ts +66 -0
- package/src/transactions/utils/exportTransactionsToCSV.ts +85 -0
- package/src/transactions/utils/sortAndFilterTransactions.ts +127 -0
- package/src/trends/TrendsFullWidget.tsx +286 -0
- package/src/trends/TrendsMiniWidget.tsx +49 -0
- package/src/trends/__tests__/TrendsFullWidget.test.tsx +45 -0
- package/src/trends/__tests__/TrendsMiniWidget.test.tsx +35 -0
- package/src/trends/components/SpendingChart.tsx +29 -0
- package/src/trends/components/TrendsChart.tsx +75 -0
- package/src/trends/components/TrendsDrawer.tsx +74 -0
- package/src/trends/components/TrendsTable.tsx +161 -0
- package/src/trends/components/__tests__/SpendingChart.test.tsx +37 -0
- package/src/trends/components/trendstable/AmountCell.tsx +14 -0
- package/src/trends/components/trendstable/CategoryCell.tsx +39 -0
- package/src/trends/components/trendstable/HeaderCell.tsx +8 -0
- package/src/trends/index.ts +2 -0
- package/src/trends/mocks.ts +423 -0
- package/src/trends/utils/SpendingData.ts +76 -0
- package/src/trends/utils/TrendsData.ts +127 -0
- package/src/trends/utils/shared.ts +39 -0
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import { ApiEndpoints } from '../../common'
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export enum NotificationType {
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BudgetExceeded = 1,
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BudgetOffTarget = 2,
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DebtPaymentReminder = 3,
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GuideMeStepComplete = 4, //deprecated: unused
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GuideMeOffTarget = 5, //deprecated: unused
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AccountBalanceLow = 6,
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AccountDepositLarge = 7,
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TransactionExpenseLarge = 8,
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TransactionFeeCharge = 9,
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SystemNotification = 10, //deprecated: unused
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ApiNotification = 11,
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UserSummary = 12,
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Offer = 13,
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PasswordResetToken = 14,
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PasswordChanged = 15,
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EmailVerification = 16,
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EmailVerified = 17,
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WelcomeNewUser = 18,
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DeviceCreated = 19,
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DeviceDeleted = 20,
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SmsVerification = 21,
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AccountNearingZero = 22,
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InternationalTransaction = 23,
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GoalProgress = 25,
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DuplicatePayment = 29,
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}
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export const NOTIFICATION_DETAILS = {
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[NotificationType.BudgetExceeded]: {
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type: 'Exceeded Budget',
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icon: 'attention',
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},
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[NotificationType.BudgetOffTarget]: {
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type: 'Projected to Exceed Budget',
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icon: 'attention',
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},
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[NotificationType.DebtPaymentReminder]: {
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type: 'Payment Reminder',
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icon: 'calendar-plus',
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},
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[NotificationType.AccountBalanceLow]: {
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type: 'Low Account Balance',
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icon: 'attention',
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},
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[NotificationType.AccountDepositLarge]: {
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type: 'Large Deposit',
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icon: 'cash',
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},
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[NotificationType.TransactionExpenseLarge]: {
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type: 'Large Expense/Withdrawal',
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icon: 'attention',
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},
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[NotificationType.TransactionFeeCharge]: {
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type: 'Fee Charged',
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icon: 'attention',
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},
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[NotificationType.ApiNotification]: {
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type: 'API Notification',
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icon: 'info',
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},
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[NotificationType.UserSummary]: {
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type: 'Weekly Summary',
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icon: 'info',
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},
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[NotificationType.Offer]: {
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type: 'Special Message',
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icon: '',
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},
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[NotificationType.InternationalTransaction]: {
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type: 'International Transaction',
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icon: 'attention',
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},
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}
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export const NOTIFICATION_ICON = {
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1: 'check-skinny',
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2: 'credit-card',
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3: 'savings',
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4: 'debts',
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5: 'money-banknote',
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}
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export const getNotificationDetailRoute = (notificationType: number) => {
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switch (notificationType) {
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case NotificationType.BudgetExceeded:
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case NotificationType.BudgetOffTarget:
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return ApiEndpoints.BUDGETS
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case NotificationType.DebtPaymentReminder:
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case NotificationType.AccountBalanceLow:
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case NotificationType.AccountDepositLarge:
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case NotificationType.AccountNearingZero:
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return ApiEndpoints.ACCOUNTS
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case NotificationType.TransactionExpenseLarge:
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case NotificationType.TransactionFeeCharge:
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case NotificationType.InternationalTransaction:
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case NotificationType.DuplicatePayment:
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return ApiEndpoints.TRANSACTIONS
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default:
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return null
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}
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}
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@@ -0,0 +1,62 @@
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import { makeAutoObservable, observable, runInAction } from 'mobx'
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import { NotificationApi, type Notification } from '../../common'
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function filterRecentNotifications(notifications: Notification[]): Notification[] {
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const SEVEN_DAYS_IN_SECONDS = 7 * 24 * 60 * 60
|
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const currentTime = Math.floor(Date.now() / 1000)
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return notifications.filter((notification: Notification) => {
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const deliveredAt = notification.delivered_at
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return currentTime - deliveredAt <= SEVEN_DAYS_IN_SECONDS
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})
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}
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export class NotificationStore {
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api = new NotificationApi('/', '')
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isLoading: boolean = true
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notifications: Notification[] = []
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recentNotifications: Notification[] = []
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constructor() {
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makeAutoObservable(this, { notifications: observable })
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}
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initialize = async (endpoint: string, token: string) => {
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this.api = new NotificationApi(endpoint, token)
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await this.loadNotifications()
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}
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get newNotifications(): Notification[] {
|
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return this.recentNotifications.filter((n) => !n.has_been_viewed)
|
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}
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loadNotifications = async () => {
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try {
|
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this.isLoading = true
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const data = await this.api.getNotifications()
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39
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runInAction(() => {
|
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40
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this.notifications = data
|
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41
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this.recentNotifications = filterRecentNotifications(data)
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this.isLoading = false
|
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43
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})
|
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44
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} catch (error) {
|
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45
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console.error(`Error occurred while loading notifications: ${error}`)
|
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}
|
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47
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}
|
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48
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|
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49
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markAllAsViewed = async () => {
|
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// Optimistically update the UI
|
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51
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this.notifications.forEach((n) => (n.has_been_viewed = true))
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// Update on the server
|
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// (NOTE: The notifications/mark_all_as_viewed endpoint is broken, but still returns 202)
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await this.api.markAllAsViewed()
|
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await this.loadNotifications()
|
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56
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}
|
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57
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|
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58
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updateNotification = async (notification: Notification) => {
|
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59
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notification.has_been_viewed = true
|
|
60
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await this.api.updateNotification(notification)
|
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}
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62
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}
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@@ -0,0 +1,21 @@
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import { fromUnixTime, isSameDay } from 'date-fns'
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|
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import { Notification } from '../../common'
|
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5
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export const sortByDate = (a: Notification, b: Notification) => {
|
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return b.delivered_at - a.delivered_at
|
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}
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|
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9
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export const shouldShowDate = (index: number, notifications: Notification[]) => {
|
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const currentDate = fromUnixTime(notifications[index].delivered_at)
|
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const previousDate = fromUnixTime(notifications[index - 1]?.delivered_at)
|
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|
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return !isSameDay(currentDate, previousDate)
|
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}
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|
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16
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+
export const hasInsetBorder = (index: number, notifications: Notification[]) => {
|
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17
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+
const currentDate = fromUnixTime(notifications[index].delivered_at)
|
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18
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const nextDate = fromUnixTime(notifications[index + 1]?.delivered_at)
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return isSameDay(currentDate, nextDate)
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}
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import React from 'react'
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import { observer } from 'mobx-react-lite'
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import { endOfToday } from 'date-fns/endOfToday'
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import { startOfToday } from 'date-fns/startOfToday'
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import { subDays } from 'date-fns/subDays'
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+
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import {
|
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MiniWidgetContainer,
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9
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MiniWidgetProps,
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10
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useGlobalCopyStore,
|
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11
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useGlobalUiStore,
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useTransactionStore,
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} from '../common'
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import MiniWidgetContent from './components/MiniWidgetContent'
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const RecurringActivityMiniWidget: React.FC<MiniWidgetProps> = ({ onPrimaryCtaClick, sx }) => {
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const { recurring: recurringCopy } = useGlobalCopyStore()
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const { isInitialized, selectedAccountGuids } = useGlobalUiStore()
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const { setFilter } = useTransactionStore()
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React.useEffect(() => {
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if (isInitialized) {
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setFilter({
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dateRange: { start: subDays(startOfToday(), 90), end: endOfToday() },
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accounts: selectedAccountGuids,
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})
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}
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}, [isInitialized, selectedAccountGuids])
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return (
|
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<MiniWidgetContainer
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className="mx-exp-upcoming-activity-miniwidget"
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onPrimaryCtaClick={onPrimaryCtaClick}
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primaryCtaLabel={recurringCopy.primary_cta}
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subTitle={recurringCopy.sub_title}
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sx={sx}
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title={recurringCopy.mini_title}
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>
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<MiniWidgetContent />
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</MiniWidgetContainer>
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)
|
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}
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+
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export default observer(RecurringActivityMiniWidget)
|
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@@ -0,0 +1,89 @@
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import React from 'react'
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2
|
+
import { observer } from 'mobx-react-lite'
|
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3
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import { endOfToday } from 'date-fns/endOfToday'
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4
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import { startOfToday } from 'date-fns/startOfToday'
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5
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import { subDays } from 'date-fns/subDays'
|
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6
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+
|
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7
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+
import Stack from '@mui/material/Stack'
|
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+
import Skeleton from '@mui/material/Skeleton'
|
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9
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+
|
|
10
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+
import {
|
|
11
|
+
ANALYTICS_EVENTS,
|
|
12
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+
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)
|