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

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (513) hide show
  1. package/CHANGELOG.md +4 -0
  2. package/dist/debts/components/SnowballCard.d.ts +3 -1
  3. package/dist/debts/components/SnowballDrawer.d.ts +9 -0
  4. package/dist/index.es.js +3905 -3522
  5. package/dist/index.es.js.map +1 -1
  6. package/package.json +23 -3
  7. package/src/accounts/AccountsMiniWidget.tsx +62 -0
  8. package/src/accounts/AccountsWidget.tsx +93 -0
  9. package/src/accounts/ConnectMiniWidget.tsx +36 -0
  10. package/src/accounts/__tests__/Accounts.test.tsx +561 -0
  11. package/src/accounts/api/AccountApi.ts +74 -0
  12. package/src/accounts/api/__mocks__/AccountApi.ts +46 -0
  13. package/src/accounts/components/AccountListItem.tsx +102 -0
  14. package/src/accounts/components/AccountsList.tsx +133 -0
  15. package/src/accounts/components/ConnectImage.tsx +314 -0
  16. package/src/accounts/components/ConnectMiniWidgetCard.tsx +41 -0
  17. package/src/accounts/components/ConnectStatus.tsx +44 -0
  18. package/src/accounts/components/ConnectionStatusIcons.tsx +26 -0
  19. package/src/accounts/components/ConnectionsDrawer.tsx +84 -0
  20. package/src/accounts/components/detailsdrawer/Accounts/AccountActions.tsx +177 -0
  21. package/src/accounts/components/detailsdrawer/Accounts/AccountActionsRow.tsx +33 -0
  22. package/src/accounts/components/detailsdrawer/Accounts/AccountConnection.tsx +139 -0
  23. package/src/accounts/components/detailsdrawer/Accounts/AccountDetailEdit.tsx +162 -0
  24. package/src/accounts/components/detailsdrawer/Accounts/AccountDetails.tsx +98 -0
  25. package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsChart.tsx +63 -0
  26. package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsContent.tsx +52 -0
  27. package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsHeader.tsx +71 -0
  28. package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsTab.tsx +25 -0
  29. package/src/accounts/components/detailsdrawer/Accounts/ConnectionErrorMessage.tsx +99 -0
  30. package/src/accounts/components/detailsdrawer/Transactions/TransactionsTab.tsx +51 -0
  31. package/src/accounts/constants/Accounts.ts +11 -0
  32. package/src/accounts/hooks/useGetMergeableAccounts.tsx +13 -0
  33. package/src/accounts/hooks/useUiStore.ts +12 -0
  34. package/src/accounts/index.ts +8 -0
  35. package/src/accounts/stores/AccountStore.ts +220 -0
  36. package/src/accounts/stores/UiStore.ts +18 -0
  37. package/src/accounts/stores/__tests__/AccountStore.test.ts +204 -0
  38. package/src/accounts/utils/AccountFields.tsx +248 -0
  39. package/src/accounts/utils/Accounts.ts +28 -0
  40. package/src/accounts/utils/__tests__/AccountFieldsUtils.test.tsx +215 -0
  41. package/src/accounts/utils/__tests__/AccountsUtils.test.tsx +104 -0
  42. package/src/accounts/utils/getConnectionMessages.tsx +198 -0
  43. package/src/accounts/utils/index.ts +1 -0
  44. package/src/budgets/BubbleBudgetsMiniWidget.tsx +57 -0
  45. package/src/budgets/BubbleBudgetsWidget.tsx +154 -0
  46. package/src/budgets/__tests__/BubbleBudgetsWidget.test.tsx +40 -0
  47. package/src/budgets/__tests__/BudgetList.test.tsx +38 -0
  48. package/src/budgets/__tests__/BudgetsStore.test.tsx +48 -0
  49. package/src/budgets/__tests__/Overview.test.tsx +38 -0
  50. package/src/budgets/api/BudgetsApi.ts +43 -0
  51. package/src/budgets/api/__mocks__/BudgetsApi.ts +7 -0
  52. package/src/budgets/components/AddBudgets.tsx +50 -0
  53. package/src/budgets/components/BubbleBudgets.tsx +73 -0
  54. package/src/budgets/components/BubbleChart.tsx +50 -0
  55. package/src/budgets/components/BudgetDetailsDrawer.tsx +134 -0
  56. package/src/budgets/components/BudgetList.tsx +50 -0
  57. package/src/budgets/components/Overview.tsx +156 -0
  58. package/src/budgets/components/ZeroState.tsx +23 -0
  59. package/src/budgets/components/addbudget/Header.tsx +59 -0
  60. package/src/budgets/components/addbudget/RecalculateBudgetRow.tsx +53 -0
  61. package/src/budgets/components/addbudget/RecalculateBudgets.tsx +69 -0
  62. package/src/budgets/components/addbudget/UnbudgetedRow.tsx +57 -0
  63. package/src/budgets/components/bubblechart/Bubble.tsx +148 -0
  64. package/src/budgets/components/bubblechart/Mercury.tsx +57 -0
  65. package/src/budgets/components/budgetdetails/AddSubBudget.tsx +111 -0
  66. package/src/budgets/components/budgetdetails/BudgetDetails.tsx +93 -0
  67. package/src/budgets/components/budgetdetails/Header.tsx +48 -0
  68. package/src/budgets/components/budgetdetails/SubBudgetList.tsx +148 -0
  69. package/src/budgets/components/budgetlist/BudgetRow.tsx +63 -0
  70. package/src/budgets/components/budgetlist/SubBudgetRow.tsx +64 -0
  71. package/src/budgets/components/budgetlist/SubBudgetZeroState.tsx +22 -0
  72. package/src/budgets/components/shared/BudgetAmount.tsx +54 -0
  73. package/src/budgets/index.ts +2 -0
  74. package/src/budgets/store/BudgetsStore.ts +183 -0
  75. package/src/budgets/utils/BubblesSVG.ts +142 -0
  76. package/src/budgets/utils/BudgetUtil.ts +140 -0
  77. package/src/cashflow/CashflowMiniWidget.tsx +25 -0
  78. package/src/cashflow/CashflowOnboarding.tsx +298 -0
  79. package/src/cashflow/CashflowWidget.tsx +111 -0
  80. package/src/cashflow/api/CashflowApi.ts +62 -0
  81. package/src/cashflow/api/__mocks__/CashflowApi.ts +15 -0
  82. package/src/cashflow/components/CashflowAmountHeading.tsx +46 -0
  83. package/src/cashflow/components/CashflowContent.tsx +63 -0
  84. package/src/cashflow/components/CashflowHeading.tsx +172 -0
  85. package/src/cashflow/components/CashflowWidgetContent.tsx +225 -0
  86. package/src/cashflow/components/DetailsExpenseHeader.tsx +47 -0
  87. package/src/cashflow/components/DetailsExpenseRow.tsx +46 -0
  88. package/src/cashflow/components/DetailsFooter.tsx +28 -0
  89. package/src/cashflow/components/DetailsTab.tsx +128 -0
  90. package/src/cashflow/components/RemainingCash.tsx +44 -0
  91. package/src/cashflow/components/SummaryTab.tsx +247 -0
  92. package/src/cashflow/components/onboarding/StepOne.tsx +90 -0
  93. package/src/cashflow/components/onboarding/StepTwo.tsx +23 -0
  94. package/src/cashflow/context/hooks.tsx +12 -0
  95. package/src/cashflow/images/cashflow-onboarding.png +0 -0
  96. package/src/cashflow/images/loading-animation.gif +0 -0
  97. package/src/cashflow/index.ts +5 -0
  98. package/src/cashflow/stores/CashflowStore.ts +26 -0
  99. package/src/cashflow/stores/UiStore.ts +48 -0
  100. package/src/cashflow/stores/__tests__/CashflowStore.test.ts +16 -0
  101. package/src/cashflow/util/Filters.ts +15 -0
  102. package/src/categories/components/CategoryList.tsx +64 -0
  103. package/src/categories/components/CategoryRow.tsx +68 -0
  104. package/src/categories/components/CategorySelector.tsx +80 -0
  105. package/src/categories/components/CategorySelectorDrawer.tsx +41 -0
  106. package/src/categories/components/CustomCategories/AddSubcategory.tsx +65 -0
  107. package/src/categories/components/CustomCategories/CustomCategoryModal.tsx +99 -0
  108. package/src/categories/components/CustomCategories/DeleteSubcategory.tsx +49 -0
  109. package/src/categories/components/CustomCategories/RenameSubcategory.tsx +48 -0
  110. package/src/categories/components/CustomCategories/index.ts +4 -0
  111. package/src/categories/components/SubcategoryList.tsx +47 -0
  112. package/src/categories/components/SubcategoryRow.tsx +123 -0
  113. package/src/categories/constants/Analytics.ts +89 -0
  114. package/src/categories/constants/OnClickEvents.ts +13 -0
  115. package/src/categories/context/hooks.ts +12 -0
  116. package/src/categories/index.ts +5 -0
  117. package/src/categories/stores/CategoryStore.ts +184 -0
  118. package/src/categories/stores/UiStore.ts +36 -0
  119. package/src/categories/stores/__tests__/CategoryStore.test.ts +54 -0
  120. package/src/categories/util/CategoryUtil.ts +136 -0
  121. package/src/common/api/AnalyticsApi.ts +49 -0
  122. package/src/common/api/BeatApi.ts +32 -0
  123. package/src/common/api/CategoryApi.ts +52 -0
  124. package/src/common/api/GlobalCopyApi.ts +17 -0
  125. package/src/common/api/LocalizedCopyApi.ts +21 -0
  126. package/src/common/api/NotificationApi.ts +40 -0
  127. package/src/common/api/ScheduledPaymentsApi.ts +37 -0
  128. package/src/common/api/UserApi.ts +23 -0
  129. package/src/common/api/WidgetApi.ts +15 -0
  130. package/src/common/api/__mocks__/BeatApi.ts +8 -0
  131. package/src/common/api/__mocks__/CategoryApi.ts +15 -0
  132. package/src/common/api/__mocks__/GlobalCopyApi.ts +7 -0
  133. package/src/common/api/__mocks__/NotificationApi.ts +11 -0
  134. package/src/common/api/__mocks__/ScheduledPaymentsApi.ts +7 -0
  135. package/src/common/api/__mocks__/UserApi.ts +9 -0
  136. package/src/common/api/__mocks__/WidgetApi.ts +11 -0
  137. package/src/common/api/index.ts +9 -0
  138. package/src/common/components/ConnectDrawer.tsx +87 -0
  139. package/src/common/components/CurrencyInput.tsx +147 -0
  140. package/src/common/components/CurrencyText.tsx +44 -0
  141. package/src/common/components/DataRow.tsx +52 -0
  142. package/src/common/components/IconBacking.tsx +41 -0
  143. package/src/common/components/InformationTooltip.tsx +52 -0
  144. package/src/common/components/ListItemWrapper.tsx +49 -0
  145. package/src/common/components/Loader.tsx +24 -0
  146. package/src/common/components/MiniWidgetContainer.tsx +64 -0
  147. package/src/common/components/ResponsiveButton.tsx +65 -0
  148. package/src/common/components/SearchBox.tsx +64 -0
  149. package/src/common/components/SelectionBox.tsx +64 -0
  150. package/src/common/components/SubheaderRow.tsx +22 -0
  151. package/src/common/components/TabContentContainer.tsx +28 -0
  152. package/src/common/components/WidgetContainer.tsx +239 -0
  153. package/src/common/components/accountfilter/AccountFilter.tsx +133 -0
  154. package/src/common/components/accountfilter/AccountFilterOptions.tsx +263 -0
  155. package/src/common/components/accountfilter/index.ts +1 -0
  156. package/src/common/components/barchart/Bar.tsx +123 -0
  157. package/src/common/components/barchart/BarChart.tsx +136 -0
  158. package/src/common/components/barchart/BarColumn.tsx +150 -0
  159. package/src/common/components/barchart/Legend.tsx +60 -0
  160. package/src/common/components/barchart/Util.ts +54 -0
  161. package/src/common/components/barchart/__tests__/BarChart.test.tsx +46 -0
  162. package/src/common/components/barchart/index.ts +1 -0
  163. package/src/common/components/calendar/Calendar.tsx +223 -0
  164. package/src/common/components/calendar/Day.tsx +127 -0
  165. package/src/common/components/calendar/Header.tsx +58 -0
  166. package/src/common/components/calendar/__tests__/Calendar.test.tsx +50 -0
  167. package/src/common/components/calendar/index.ts +1 -0
  168. package/src/common/components/calendar/upcomingActivity/CalendarIcons.tsx +40 -0
  169. package/src/common/components/charts/Donut.tsx +82 -0
  170. package/src/common/components/charts/LineChart.tsx +204 -0
  171. package/src/common/components/charts/StackedLineChart.tsx +292 -0
  172. package/src/common/components/charts/StatusBar.tsx +41 -0
  173. package/src/common/components/charts/index.ts +4 -0
  174. package/src/common/components/charts/linechart/CustomLegend.tsx +49 -0
  175. package/src/common/components/charts/linechart/CustomLine.tsx +31 -0
  176. package/src/common/components/charts/linechart/CustomMark.tsx +68 -0
  177. package/src/common/components/charts/stackedlinechart/CategoryIconLabel.tsx +29 -0
  178. package/src/common/components/charts/stackedlinechart/CustomAreaTooltip.tsx +115 -0
  179. package/src/common/components/charts/stackedlinechart/CustomLegend.tsx +73 -0
  180. package/src/common/components/charts/stackedlinechart/CustomPointTooltip.tsx +41 -0
  181. package/src/common/components/charts/stackedlinechart/utils.ts +13 -0
  182. package/src/common/components/daterangeselector/DateRangeSelector.tsx +383 -0
  183. package/src/common/components/daterangeselector/index.ts +1 -0
  184. package/src/common/components/dialog/Dialog.tsx +92 -0
  185. package/src/common/components/dialog/index.ts +1 -0
  186. package/src/common/components/donuts/MultiSegmentDonut.tsx +89 -0
  187. package/src/common/components/donuts/SingleSegmentDonut.tsx +75 -0
  188. package/src/common/components/donuts/index.ts +2 -0
  189. package/src/common/components/drawer/Drawer.tsx +97 -0
  190. package/src/common/components/drawer/Header.tsx +64 -0
  191. package/src/common/components/drawer/index.ts +1 -0
  192. package/src/common/components/index.ts +22 -0
  193. package/src/common/constants/Account.ts +30 -0
  194. package/src/common/constants/Analytics.ts +70 -0
  195. package/src/common/constants/ApiEndpoints.ts +30 -0
  196. package/src/common/constants/Category.ts +302 -0
  197. package/src/common/constants/Connect.ts +2 -0
  198. package/src/common/constants/DateFormats.ts +122 -0
  199. package/src/common/constants/Donut.ts +2 -0
  200. package/src/common/constants/Numbers.ts +6 -0
  201. package/src/common/constants/ScheduledPayment.ts +21 -0
  202. package/src/common/constants/Sizes.ts +7 -0
  203. package/src/common/constants/SpendingPlan.ts +17 -0
  204. package/src/common/constants/Table.ts +13 -0
  205. package/src/common/constants/index.ts +21 -0
  206. package/src/common/context/GlobalDataProvider.tsx +31 -0
  207. package/src/common/context/WidgetContainerProvider.tsx +24 -0
  208. package/src/common/context/__mocks__/GlobalDataProvider.tsx +25 -0
  209. package/src/common/context/hooks.tsx +57 -0
  210. package/src/common/context/index.ts +22 -0
  211. package/src/common/hooks/__tests__/useDimensions.test.tsx +190 -0
  212. package/src/common/hooks/index.ts +3 -0
  213. package/src/common/hooks/useCombineEvents.tsx +53 -0
  214. package/src/common/hooks/useDimensions.tsx +78 -0
  215. package/src/common/hooks/usePrevious.tsx +10 -0
  216. package/src/common/hooks/useScreenSize.tsx +15 -0
  217. package/src/common/index.ts +23 -0
  218. package/src/common/stores/ConnectStore.ts +26 -0
  219. package/src/common/stores/GlobalCopyStore.ts +36 -0
  220. package/src/common/stores/GlobalStore.ts +83 -0
  221. package/src/common/stores/GlobalUiStore.ts +66 -0
  222. package/src/common/stores/UserStore.ts +45 -0
  223. package/src/common/stores/__tests__/GlobalCopyStore.test.ts +23 -0
  224. package/src/common/stores/__tests__/GlobalStore.test.ts +24 -0
  225. package/src/common/stores/index.ts +3 -0
  226. package/src/common/types/Account.ts +406 -0
  227. package/src/common/types/Activity.ts +31 -0
  228. package/src/common/types/Analytics.ts +70 -0
  229. package/src/common/types/Beat.ts +71 -0
  230. package/src/common/types/Budget.ts +29 -0
  231. package/src/common/types/Cashflow.ts +110 -0
  232. package/src/common/types/Category.ts +68 -0
  233. package/src/common/types/Date.ts +2 -0
  234. package/src/common/types/Debt.ts +19 -0
  235. package/src/common/types/Expense.ts +20 -0
  236. package/src/common/types/Global.ts +13 -0
  237. package/src/common/types/GlobalCopy.ts +37 -0
  238. package/src/common/types/Goal.ts +59 -0
  239. package/src/common/types/Institution.ts +11 -0
  240. package/src/common/types/LocalizedContent.ts +9 -0
  241. package/src/common/types/Merchant.ts +6 -0
  242. package/src/common/types/Notification.ts +15 -0
  243. package/src/common/types/ScheduledPayment.ts +15 -0
  244. package/src/common/types/ScreenSize.tsx +4 -0
  245. package/src/common/types/SpendingPlan.ts +48 -0
  246. package/src/common/types/Transaction.ts +91 -0
  247. package/src/common/types/User.ts +20 -0
  248. package/src/common/types/Widgets.ts +11 -0
  249. package/src/common/types/index.ts +93 -0
  250. package/src/common/types/localization/AccountFilterCopy.ts +12 -0
  251. package/src/common/types/localization/AccountTypeCopy.ts +16 -0
  252. package/src/common/types/localization/AccountsCopy.ts +113 -0
  253. package/src/common/types/localization/BudgetsCopy.ts +52 -0
  254. package/src/common/types/localization/CashflowCopy.ts +77 -0
  255. package/src/common/types/localization/CategoryCopy.ts +18 -0
  256. package/src/common/types/localization/CommonCopy.ts +30 -0
  257. package/src/common/types/localization/ConnectCopy.ts +74 -0
  258. package/src/common/types/localization/CurrencyInputCopy.ts +6 -0
  259. package/src/common/types/localization/DateRangePickerCopy.ts +23 -0
  260. package/src/common/types/localization/GoalsCopy.ts +37 -0
  261. package/src/common/types/localization/InsightsFeedCopy.ts +26 -0
  262. package/src/common/types/localization/MicroInsightsCopy.ts +28 -0
  263. package/src/common/types/localization/NetWorthCopy.ts +14 -0
  264. package/src/common/types/localization/NotificationsCopy.ts +7 -0
  265. package/src/common/types/localization/RecurringCopy.ts +76 -0
  266. package/src/common/types/localization/SpendingCopy.ts +16 -0
  267. package/src/common/types/localization/TransactionsCopy.ts +81 -0
  268. package/src/common/types/localization/TrendsCopy.ts +10 -0
  269. package/src/common/types/localization/index.ts +19 -0
  270. package/src/common/utils/AccountFilter.ts +45 -0
  271. package/src/common/utils/Analytics.ts +51 -0
  272. package/src/common/utils/Categories.ts +75 -0
  273. package/src/common/utils/DateUtil.ts +67 -0
  274. package/src/common/utils/Fetch.ts +115 -0
  275. package/src/common/utils/Localization.ts +67 -0
  276. package/src/common/utils/NumberFormatting.ts +65 -0
  277. package/src/common/utils/__tests__/Fetch.test.tsx +34 -0
  278. package/src/common/utils/index.ts +18 -0
  279. package/src/dashboard/Dashboard.tsx +92 -0
  280. package/src/dashboard/Greeting.tsx +75 -0
  281. package/src/dashboard/__tests__/Dashboard.test.tsx +84 -0
  282. package/src/dashboard/constants/Dashboard.ts +4 -0
  283. package/src/dashboard/index.ts +3 -0
  284. package/src/dashboard/types/DashboardTypes.ts +9 -0
  285. package/src/debts/DebtsWidget.tsx +90 -0
  286. package/src/debts/components/DebtsChart.tsx +190 -0
  287. package/src/debts/components/DebtsTable.tsx +209 -0
  288. package/src/debts/components/SnowballCard.tsx +70 -0
  289. package/src/debts/components/SnowballDrawer.tsx +384 -0
  290. package/src/debts/components/debtstable/AccountCell.tsx +25 -0
  291. package/src/debts/components/debtstable/PriorityCell.tsx +46 -0
  292. package/src/debts/index.ts +4 -0
  293. package/src/debts/store/DebtsStore.ts +20 -0
  294. package/src/debts/utils/DebtStore.ts +75 -0
  295. package/src/debts/utils/DebtsWidget.ts +32 -0
  296. package/src/debts/utils/SnowballCard.tsx +48 -0
  297. package/src/goals/GoalsWidget.tsx +128 -0
  298. package/src/goals/api/GoalApi.ts +29 -0
  299. package/src/goals/components/GoalDetails.tsx +240 -0
  300. package/src/goals/components/GoalList.tsx +101 -0
  301. package/src/goals/components/GoalStatusCard.tsx +87 -0
  302. package/src/goals/components/TabTitle.tsx +21 -0
  303. package/src/goals/constants/CopyKeys.ts +29 -0
  304. package/src/goals/index.ts +2 -0
  305. package/src/goals/stores/GoalStore.ts +47 -0
  306. package/src/goals/util/GoalsUtil.ts +61 -0
  307. package/src/index.ts +17 -0
  308. package/src/insights/README.md +16 -0
  309. package/src/insights/contexts/ToastContext.tsx +62 -0
  310. package/src/insights/index.ts +5 -0
  311. package/src/insights/settings/SettingsDrawer.tsx +40 -0
  312. package/src/insights/settings/__tests__/SettingsDrawer.test.tsx +50 -0
  313. package/src/insights/settings/components/PulseSubheaderRow.tsx +34 -0
  314. package/src/insights/settings/components/SettingsItem.tsx +55 -0
  315. package/src/insights/settings/components/Toast.tsx +69 -0
  316. package/src/insights/settings/hiddeninsights/__tests__/HiddenInsightsDrawer.test.tsx +108 -0
  317. package/src/insights/settings/hiddeninsights/__tests__/SubCategoryDrawer.test.tsx +150 -0
  318. package/src/insights/settings/hiddeninsights/components/CategoryEmptyState.tsx +50 -0
  319. package/src/insights/settings/hiddeninsights/components/HiddenInsightsDrawer.tsx +222 -0
  320. package/src/insights/settings/hiddeninsights/components/HiddenInsightsDrawerWrapper.tsx +24 -0
  321. package/src/insights/settings/hiddeninsights/components/SubCategoryDrawer.tsx +256 -0
  322. package/src/insights/settings/hiddeninsights/images/no-insights.png +0 -0
  323. package/src/insights/settings/hiddeninsights/types/index.ts +74 -0
  324. package/src/insights/settings/manageaccounts/__tests__/AccountGroup.test.tsx +92 -0
  325. package/src/insights/settings/manageaccounts/__tests__/ManageAccountsDrawer.test.tsx +83 -0
  326. package/src/insights/settings/manageaccounts/components/AccountGroup.tsx +109 -0
  327. package/src/insights/settings/manageaccounts/components/ManageAccountsDrawer.tsx +63 -0
  328. package/src/insights/settings/manageaccounts/types/index.ts +13 -0
  329. package/src/insights/settings/types/index.ts +4 -0
  330. package/src/insights/store/BeatStore.ts +25 -0
  331. package/src/insights/utils/beatTemplateCategories.ts +103 -0
  332. package/src/merchants/api/MerchantApi.ts +33 -0
  333. package/src/merchants/components/MerchantLookup.tsx +117 -0
  334. package/src/merchants/index.ts +2 -0
  335. package/src/merchants/stores/MerchantStore.ts +42 -0
  336. package/src/microinsights/analytics.ts +31 -0
  337. package/src/microinsights/components/beatCard/BeatCard.tsx +124 -0
  338. package/src/microinsights/components/beaticons/BeatCategoryIcon.tsx +20 -0
  339. package/src/microinsights/components/beaticons/BeatIcon.tsx +45 -0
  340. package/src/microinsights/components/beaticons/BeatMerchantLogo.tsx +33 -0
  341. package/src/microinsights/components/beaticons/ChartFilledIcon.tsx +37 -0
  342. package/src/microinsights/components/beaticons/MonthlySpendComparisonIcon.tsx +30 -0
  343. package/src/microinsights/components/beaticons/ZeroStateIcon.tsx +558 -0
  344. package/src/microinsights/components/beaticons/index.tsx +7 -0
  345. package/src/microinsights/components/carouselheader/CarouselHeader.tsx +111 -0
  346. package/src/microinsights/components/insightsmicrowidget/InsightsMicroWidget.tsx +163 -0
  347. package/src/microinsights/components/microBeatCarousel/CarouselControls.tsx +99 -0
  348. package/src/microinsights/components/microBeatCarousel/MicroBeatCarousel.tsx +207 -0
  349. package/src/microinsights/components/microInsightCard/MicroInsightCard.tsx +173 -0
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  351. package/src/microinsights/components/spinner/Spinner.tsx +21 -0
  352. package/src/microinsights/components/viewMoreMicroCard/ViewMoreMicroCard.tsx +101 -0
  353. package/src/microinsights/components/zeroStateCard/ZeroStateCard.tsx +62 -0
  354. package/src/microinsights/constants/Analytics.ts +192 -0
  355. package/src/microinsights/constants/App.ts +53 -0
  356. package/src/microinsights/constants/Insights.tsx +3 -0
  357. package/src/microinsights/constants/OnClickEvents.ts +3 -0
  358. package/src/microinsights/context/InsightsMicroWidgetDataProvider.tsx +24 -0
  359. package/src/microinsights/context/hooks.tsx +65 -0
  360. package/src/microinsights/index.ts +16 -0
  361. package/src/microinsights/interfaces.ts +28 -0
  362. package/src/microinsights/stores/AppStore.ts +34 -0
  363. package/src/microinsights/stores/CopyStore.ts +38 -0
  364. package/src/microinsights/stores/InsightsMicroWidgetStore.ts +61 -0
  365. package/src/microinsights/types/BeatUIComponent.ts +5 -0
  366. package/src/microinsights/utils/DataSeries.ts +20 -0
  367. package/src/networth/NetWorthWidget.tsx +171 -0
  368. package/src/networth/__tests__/AssetsLiabilitiesDetail.test.tsx +94 -0
  369. package/src/networth/__tests__/NetWorthChart.test.tsx +31 -0
  370. package/src/networth/__tests__/NetWorthList.test.tsx +33 -0
  371. package/src/networth/components/AssetsLiabilitiesDetail.tsx +146 -0
  372. package/src/networth/components/GainsLossesDetail.tsx +110 -0
  373. package/src/networth/components/NetWorthChange.tsx +51 -0
  374. package/src/networth/components/NetWorthChart.tsx +71 -0
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  376. package/src/networth/components/NetWorthListItem.tsx +72 -0
  377. package/src/networth/components/NetWorthSummary.tsx +36 -0
  378. package/src/networth/index.ts +5 -0
  379. package/src/networth/stores/NetWorthStore.ts +99 -0
  380. package/src/networth/stores/__tests__/NetWorthStore.test.ts +32 -0
  381. package/src/networth/types/NetWorth.ts +59 -0
  382. package/src/networth/utils/NetWorthUtils.ts +177 -0
  383. package/src/networth/utils/__tests__/NetWorthUtils.test.ts +198 -0
  384. package/src/notifications/__tests__/NotificationList.test.tsx +67 -0
  385. package/src/notifications/components/DateRow.tsx +21 -0
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  387. package/src/notifications/components/NotificationCard.tsx +63 -0
  388. package/src/notifications/components/NotificationList.tsx +65 -0
  389. package/src/notifications/constants/NotificationConstants.ts +104 -0
  390. package/src/notifications/index.ts +3 -0
  391. package/src/notifications/stores/NotificationStore.ts +62 -0
  392. package/src/notifications/utils/NotificationUtils.ts +21 -0
  393. package/src/recurringactivity/RecurringActivityMiniWidget.tsx +45 -0
  394. package/src/recurringactivity/RecurringActivityWidget.tsx +89 -0
  395. package/src/recurringactivity/__tests__/BuildActivities.test.ts +30 -0
  396. package/src/recurringactivity/__tests__/BuildNewActivity.test.ts +59 -0
  397. package/src/recurringactivity/__tests__/RecurringActivityWidget.test.tsx +33 -0
  398. package/src/recurringactivity/components/ActivityBadges.tsx +40 -0
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  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
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  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
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  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
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  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
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  436. package/src/spending/components/SpendingTabLabel.tsx +25 -0
  437. package/src/spending/index.ts +2 -0
  438. package/src/spending/utils/SpendingData.ts +196 -0
  439. package/src/transactions/TransactionWidget.tsx +319 -0
  440. package/src/transactions/analytics.ts +12 -0
  441. package/src/transactions/api/TransactionApi.ts +204 -0
  442. package/src/transactions/api/__mocks__/TransactionApi.ts +20 -0
  443. package/src/transactions/components/shared/TransactionDetails.tsx +140 -0
  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
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  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
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  468. package/src/transactions/components/shared/transactiontable/cells/PayeeCell.tsx +21 -0
  469. package/src/transactions/components/shared/transactiontable/cells/index.ts +7 -0
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  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 +1,148 @@
1
+ import React from 'react'
2
+ import { observer } from 'mobx-react-lite'
3
+ import { fromUnixTime } from 'date-fns/fromUnixTime'
4
+
5
+ import MenuItem from '@mui/material/MenuItem'
6
+ import Stack from '@mui/material/Stack'
7
+ import TextField from '@mui/material/TextField'
8
+
9
+ import { AdapterDateFns } from '@mui/x-date-pickers/AdapterDateFnsV3'
10
+ import { DatePicker } from '@mui/x-date-pickers'
11
+ import { LocalizationProvider } from '@mui/x-date-pickers/LocalizationProvider'
12
+
13
+ import { Icon, Text } from '@kyper/mui'
14
+
15
+ import { RecurrenceTypes, useGlobalCopyStore, type Transaction } from '../../../../common'
16
+ import SubheaderRow from '../../../../common/components/SubheaderRow'
17
+
18
+ import { TransactionRow } from '../../../../transactions'
19
+
20
+ import {
21
+ fromUnixToDayOfWeekAndDate,
22
+ getNextBiMonthlyDate,
23
+ getNextBiQuarterlyDate,
24
+ getNextBiWeeklyDate,
25
+ getNextMonthlyDate,
26
+ getNextQuarterlyDate,
27
+ getNextWeeklyDate,
28
+ getNextYearlyDate,
29
+ } from '../../../../common/utils/DateUtil'
30
+
31
+ interface ActivityDetailsProps {
32
+ bgcolor?: string
33
+ frequency: RecurrenceTypes
34
+ isIncome: boolean
35
+ nextDate: Date | null
36
+ onFrequencyChange: (frequency: RecurrenceTypes) => void
37
+ onNextDateChange: (date: Date | null) => void
38
+ transaction: Transaction
39
+ }
40
+
41
+ const AddActivityDetails: React.FC<ActivityDetailsProps> = ({
42
+ bgcolor = 'background.default',
43
+ frequency,
44
+ isIncome,
45
+ nextDate,
46
+ onFrequencyChange,
47
+ onNextDateChange,
48
+ transaction,
49
+ }) => {
50
+ const { recurring: recurringCopy } = useGlobalCopyStore()
51
+ const frequencies = [
52
+ { id: RecurrenceTypes.EveryWeek, label: recurringCopy.frequency_every_week },
53
+ { id: RecurrenceTypes.EveryOtherWeek, label: recurringCopy.frequency_every_other_week },
54
+ { id: RecurrenceTypes.EveryMonth, label: recurringCopy.frequency_every_month },
55
+ { id: RecurrenceTypes.EveryOtherMonth, label: recurringCopy.frequency_every_other_month },
56
+ { id: RecurrenceTypes.EveryQuarter, label: recurringCopy.frequency_every_quarter },
57
+ { id: RecurrenceTypes.EveryOtherQuarter, label: recurringCopy.frequency_every_other_quarter },
58
+ { id: RecurrenceTypes.EveryYear, label: recurringCopy.frequency_every_year },
59
+ ]
60
+
61
+ React.useEffect(() => {
62
+ // Calculate the next payment date based on monthly
63
+ const transactionDate = fromUnixTime(transaction.date)
64
+
65
+ onNextDateChange(getNextMonthlyDate(transactionDate))
66
+
67
+ // Default the frequency to Monthly
68
+ onFrequencyChange(RecurrenceTypes.EveryMonth)
69
+ }, [transaction])
70
+
71
+ const handleFrequencyChange = (e: React.ChangeEvent<HTMLTextAreaElement>) => {
72
+ const transactionDate = fromUnixTime(transaction.date)
73
+
74
+ switch (Number(e.target.value)) {
75
+ case RecurrenceTypes.EveryWeek:
76
+ onNextDateChange(getNextWeeklyDate(transactionDate))
77
+ break
78
+ case RecurrenceTypes.EveryOtherWeek:
79
+ onNextDateChange(getNextBiWeeklyDate(transactionDate))
80
+ break
81
+ case RecurrenceTypes.EveryMonth:
82
+ onNextDateChange(getNextMonthlyDate(transactionDate))
83
+ break
84
+ case RecurrenceTypes.EveryOtherMonth:
85
+ onNextDateChange(getNextBiMonthlyDate(transactionDate))
86
+ break
87
+ case RecurrenceTypes.EveryQuarter:
88
+ onNextDateChange(getNextQuarterlyDate(transactionDate))
89
+ break
90
+ case RecurrenceTypes.EveryOtherQuarter:
91
+ onNextDateChange(getNextBiQuarterlyDate(transactionDate))
92
+ break
93
+ case RecurrenceTypes.EveryYear:
94
+ onNextDateChange(getNextYearlyDate(transactionDate))
95
+ break
96
+ }
97
+ onFrequencyChange(Number(e.target.value))
98
+ }
99
+
100
+ return (
101
+ <Stack bgcolor={bgcolor} gap={24} height="100%">
102
+ <Stack>
103
+ <SubheaderRow bgcolor={bgcolor}>
104
+ {fromUnixToDayOfWeekAndDate(transaction.date)}
105
+ </SubheaderRow>
106
+ <TransactionRow transaction={transaction} />
107
+ </Stack>
108
+
109
+ <Text bold={true} sx={{ mx: 24 }} variant="Body">
110
+ {isIncome ? recurringCopy.income_schedule : recurringCopy.expense_schedule}
111
+ </Text>
112
+
113
+ <TextField
114
+ InputLabelProps={{ shrink: true }}
115
+ SelectProps={{
116
+ IconComponent: (props) => (
117
+ <Icon fill={false} name="expand_more" size={20} sx={{ mr: 4 }} {...props} />
118
+ ),
119
+ }}
120
+ defaultValue={0}
121
+ label={recurringCopy.frequency}
122
+ onChange={handleFrequencyChange}
123
+ select={true}
124
+ sx={{ mx: 24 }}
125
+ value={frequency}
126
+ variant="outlined"
127
+ >
128
+ {frequencies.map((frequency) => (
129
+ <MenuItem key={frequency.id} value={frequency.id}>
130
+ {frequency.label}
131
+ </MenuItem>
132
+ ))}
133
+ </TextField>
134
+
135
+ <LocalizationProvider dateAdapter={AdapterDateFns}>
136
+ <DatePicker
137
+ disablePast={true}
138
+ label={isIncome ? recurringCopy.income_date_label : recurringCopy.expense_date_label}
139
+ onChange={onNextDateChange}
140
+ sx={{ mx: 24 }}
141
+ value={nextDate}
142
+ />
143
+ </LocalizationProvider>
144
+ </Stack>
145
+ )
146
+ }
147
+
148
+ export default observer(AddActivityDetails)
@@ -0,0 +1,84 @@
1
+ import React from 'react'
2
+ import { parseISO } from 'date-fns/parseISO'
3
+ import { observer } from 'mobx-react-lite'
4
+
5
+ import Divider from '@mui/material/Divider'
6
+ import List from '@mui/material/List'
7
+
8
+ import {
9
+ Account,
10
+ Activity,
11
+ ActivityStatus,
12
+ ActivityType,
13
+ ANALYTICS_EVENTS,
14
+ ScheduledPayment,
15
+ Transaction,
16
+ useEvent,
17
+ useGlobalCopyStore,
18
+ useGlobalUiStore,
19
+ useRecurringActivityStore,
20
+ useTransactionStore,
21
+ } from '../../../../common'
22
+ import ActivityRow from '../../ActivityRow'
23
+ import AddActivity from './AddActivity'
24
+
25
+ const buildExpenses = (
26
+ accounts: Account[],
27
+ payments: ScheduledPayment[],
28
+ transactions: Transaction[],
29
+ ) => {
30
+ return payments.map((payment) => {
31
+ // TODO: Refactor to shared filter functions
32
+ const transaction = transactions.find((t) => t.scheduled_payment_guid === payment.guid)
33
+ const account = accounts.find((a) => a.guid === transaction?.account_guid)
34
+
35
+ return {
36
+ activityStatus: ActivityStatus.Upcoming,
37
+ activityType: ActivityType.Expense,
38
+ amount: payment.amount,
39
+ categoryGuid: transaction?.category_guid,
40
+ expectedDate: parseISO(payment.occurs_on),
41
+ name: payment.description,
42
+ institution: account?.user_name,
43
+ institutionGuid: account?.institution_guid,
44
+ merchantGuid: payment.merchant_guid,
45
+ recurrenceType: payment.recurrence_type,
46
+ recurrenceDay: payment.recurrence_day,
47
+ scheduledPaymentGuid: payment.guid,
48
+ } as Activity
49
+ })
50
+ }
51
+
52
+ const ManageExpenses = () => {
53
+ const { recurring: recurringCopy } = useGlobalCopyStore()
54
+ const { scheduledPayments } = useRecurringActivityStore()
55
+ const { transactions } = useTransactionStore()
56
+ const { selectedAccounts } = useGlobalUiStore()
57
+ const { onEvent } = useEvent()
58
+
59
+ const expenses = buildExpenses(selectedAccounts, scheduledPayments, transactions)
60
+
61
+ const onActivityClick = (activity: Activity) => {
62
+ onEvent(ANALYTICS_EVENTS.RECURRING_ACTIVITY_CLICK_EXPENSE, {
63
+ transaction_guid: activity.transactionGuid,
64
+ })
65
+ }
66
+
67
+ const onAddActivity = () => {
68
+ onEvent(ANALYTICS_EVENTS.RECURRING_ACTIVITY_CLICK_ADD_EXPENSE)
69
+ }
70
+
71
+ return (
72
+ <List sx={{ bgcolor: 'background.paper' }}>
73
+ {expenses.map((expense, index) => (
74
+ <React.Fragment key={expense.scheduledPaymentGuid}>
75
+ <ActivityRow activity={expense} onActivityClick={onActivityClick} showOrdinal={true} />
76
+ <Divider variant={index < expenses.length - 1 ? 'inset' : 'fullWidth'} />
77
+ </React.Fragment>
78
+ ))}
79
+ <AddActivity label={recurringCopy.add_expense} onAddActivity={onAddActivity} />
80
+ </List>
81
+ )
82
+ }
83
+
84
+ export default observer(ManageExpenses)
@@ -0,0 +1,102 @@
1
+ import React from 'react'
2
+ import { observer } from 'mobx-react-lite'
3
+
4
+ import Divider from '@mui/material/Divider'
5
+ import List from '@mui/material/List'
6
+
7
+ import {
8
+ Account,
9
+ Activity,
10
+ ActivityStatus,
11
+ ActivityType,
12
+ ANALYTICS_EVENTS,
13
+ CashflowEvent,
14
+ CashflowSequence,
15
+ Transaction,
16
+ useEvent,
17
+ useGlobalCopyStore,
18
+ useGlobalUiStore,
19
+ useRecurringActivityStore,
20
+ useTransactionStore,
21
+ } from '../../../../common'
22
+ import { fromUnixUTC } from '../../../../common/utils/DateUtil'
23
+ import { getRecurrenceType } from '../../../util/buildActivities'
24
+ import ActivityRow from '../../ActivityRow'
25
+ import AddActivity from './AddActivity'
26
+
27
+ const buildIncome = (
28
+ accounts: Account[],
29
+ events: CashflowEvent[],
30
+ projectedEvents: CashflowEvent[],
31
+ sequences: CashflowSequence[],
32
+ transactions: Transaction[],
33
+ ) => {
34
+ return sequences.map((sequence) => {
35
+ const event = events.find((e) => e.cashflow_sequence_guid === sequence.guid)
36
+ const projected = projectedEvents.find((e) => e.cashflow_sequence_guid === sequence.guid)
37
+ const transaction = transactions.find((t) => t.guid === event?.transaction_guid)
38
+ const account = accounts.find((a) => a.guid === transaction?.account_guid)
39
+
40
+ // Fallback in case both event and projected are null, which should never happen
41
+ let expectedDate = new Date()
42
+ if (event) {
43
+ expectedDate = fromUnixUTC(event.expected_date)
44
+ } else if (projected) {
45
+ expectedDate = fromUnixUTC(projected.expected_date)
46
+ }
47
+ return {
48
+ activityStatus: ActivityStatus.Upcoming,
49
+ activityType: ActivityType.Income,
50
+ amount: sequence.amount,
51
+ categoryGuid: event?.category_guid,
52
+ expectedDate: expectedDate,
53
+ name: sequence.name,
54
+ institution: account?.user_name,
55
+ institutionGuid: account?.institution_guid,
56
+ merchantGuid: transaction?.merchant_guid,
57
+ recurrenceType: getRecurrenceType(sequence),
58
+ recurrenceDay: Number(sequence.repeat_day),
59
+ sequenceGuid: sequence.guid,
60
+ } as Activity
61
+ })
62
+ }
63
+
64
+ const ManageIncome = () => {
65
+ const { recurring: recurringCopy } = useGlobalCopyStore()
66
+ const { selectedAccounts } = useGlobalUiStore()
67
+ const { cashflowEvents, cashflowSequences, projectedEvents } = useRecurringActivityStore()
68
+ const { transactions } = useTransactionStore()
69
+ const { onEvent } = useEvent()
70
+
71
+ const income = buildIncome(
72
+ selectedAccounts,
73
+ cashflowEvents,
74
+ projectedEvents,
75
+ cashflowSequences.filter((cs) => !cs.end_date),
76
+ transactions,
77
+ )
78
+
79
+ const onActivityClick = (activity: Activity) => {
80
+ onEvent(ANALYTICS_EVENTS.RECURRING_ACTIVITY_CLICK_INCOME, {
81
+ transaction_guid: activity.transactionGuid,
82
+ })
83
+ }
84
+
85
+ const onAddActivity = () => {
86
+ onEvent(ANALYTICS_EVENTS.RECURRING_ACTIVITY_CLICK_ADD_INCOME)
87
+ }
88
+
89
+ return (
90
+ <List sx={{ bgcolor: 'background.paper' }}>
91
+ {income.map((item, index) => (
92
+ <React.Fragment key={item.sequenceGuid}>
93
+ <ActivityRow activity={item} onActivityClick={onActivityClick} showOrdinal={true} />
94
+ <Divider variant={index < income.length - 1 ? 'inset' : 'fullWidth'} />
95
+ </React.Fragment>
96
+ ))}
97
+ <AddActivity isIncome={true} label={recurringCopy.add_income} onAddActivity={onAddActivity} />
98
+ </List>
99
+ )
100
+ }
101
+
102
+ export default observer(ManageIncome)
@@ -0,0 +1,45 @@
1
+ import React from 'react'
2
+ import { observer } from 'mobx-react-lite'
3
+
4
+ import Stack from '@mui/material/Stack'
5
+
6
+ import { P } from '@kyper/mui'
7
+
8
+ import { SearchBox, useGlobalCopyStore } from '../../../../common'
9
+ import { TransactionList, useTransactionsUiStore } from '../../../../transactions'
10
+
11
+ interface SelectTransactionProps {
12
+ bgcolor?: string
13
+ description?: string
14
+ onSearch: (value: string) => void
15
+ onSelected: (guid: string) => void
16
+ }
17
+
18
+ const SelectTransaction: React.FC<SelectTransactionProps> = ({
19
+ bgcolor = 'background.default',
20
+ description,
21
+ onSearch,
22
+ onSelected,
23
+ }) => {
24
+ const { recurring: recurringCopy } = useGlobalCopyStore()
25
+ const { searchValue, setSearchValue } = useTransactionsUiStore()
26
+
27
+ return (
28
+ <Stack sx={{ bgcolor, gap: 16, pt: 8 }}>
29
+ {description && <P sx={{ mx: 24 }}>{description}</P>}
30
+ <SearchBox
31
+ ariaLabel={recurringCopy.select_transaction_search_aria}
32
+ cancelAriaLabel={recurringCopy.select_transaction_search_cancel_aria}
33
+ onChange={(value) => {
34
+ setSearchValue(value)
35
+ onSearch(value)
36
+ }}
37
+ placeholder={recurringCopy.select_transaction_search_placeholder}
38
+ searchValue={searchValue}
39
+ />
40
+ <TransactionList bgcolor={bgcolor} height="auto" onClick={onSelected} showLoader={false} />
41
+ </Stack>
42
+ )
43
+ }
44
+
45
+ export default observer(SelectTransaction)
@@ -0,0 +1,5 @@
1
+ export { default as ActivitySettings } from './components/shared/ActivitySettings'
2
+ export { default as ManageIncome } from './components/shared/activitysettings/ManageIncome'
3
+ export { default as RecurringActivityWidget } from './RecurringActivityWidget'
4
+ export { default as RecurringActivityMiniWidget } from './RecurringActivityMiniWidget'
5
+ export { RecurringActivityStore } from './stores/RecurringActivityStore'
@@ -0,0 +1,312 @@
1
+ import { makeAutoObservable, runInAction } from 'mobx'
2
+ import { addDays } from 'date-fns/addDays'
3
+ import { endOfMonth } from 'date-fns/endOfMonth'
4
+ import { getUnixTime } from 'date-fns/getUnixTime'
5
+ import { isAfter } from 'date-fns/isAfter'
6
+ import { isSameDay } from 'date-fns/isSameDay'
7
+ import { startOfMonth } from 'date-fns/startOfMonth'
8
+ import { startOfToday } from 'date-fns/startOfToday'
9
+ import { subDays } from 'date-fns/subDays'
10
+
11
+ import {
12
+ type Activity,
13
+ ActivityStatus,
14
+ ActivityType,
15
+ CashflowEvent,
16
+ CashflowSequence,
17
+ GlobalStore,
18
+ isIncome,
19
+ ScheduledPayment,
20
+ ScheduledPaymentsApi,
21
+ Transaction,
22
+ TransactionType,
23
+ } from '../../common'
24
+ import { CashflowApi } from '../../cashflow'
25
+
26
+ import { buildActivities } from '../util/buildActivities'
27
+
28
+ export class RecurringActivityStore {
29
+ globalStore: GlobalStore
30
+ api = new ScheduledPaymentsApi('/', '')
31
+ cashflowApi = new CashflowApi('/', '')
32
+
33
+ cashflowSequences: CashflowSequence[] = []
34
+ cashflowEvents: CashflowEvent[] = []
35
+ projectedEvents: CashflowEvent[] = []
36
+ transactions: Transaction[] = []
37
+ scheduledPayments: ScheduledPayment[] = []
38
+ selectedDay: Date | undefined
39
+
40
+ isLoading: boolean = true
41
+
42
+ constructor(globalStore: GlobalStore) {
43
+ this.globalStore = globalStore
44
+
45
+ makeAutoObservable(this)
46
+ }
47
+
48
+ initialize = async (endpoint: string, token: string) => {
49
+ this.api = new ScheduledPaymentsApi(endpoint, token)
50
+ this.cashflowApi = new CashflowApi(endpoint, token)
51
+
52
+ this.loadActivity()
53
+ }
54
+
55
+ get activities() {
56
+ if (!this.isLoading) {
57
+ return buildActivities(
58
+ this.globalStore.accountStore.accounts,
59
+ this.cashflowEvents,
60
+ this.scheduledPayments,
61
+ this.projectedEvents,
62
+ this.cashflowSequences,
63
+ this.globalStore.transactionStore.transactions,
64
+ )
65
+ }
66
+ return []
67
+ }
68
+
69
+ get paidActivities(): Activity[] {
70
+ return this.activities.filter((a) => a.activityStatus === ActivityStatus.Paid)
71
+ }
72
+
73
+ get upcomingActivities(): Activity[] {
74
+ return this.activities.filter((a) => a.activityStatus === ActivityStatus.Upcoming)
75
+ }
76
+
77
+ get missedActivities(): Activity[] {
78
+ return this.activities.filter((a) => a.activityStatus === ActivityStatus.Missed)
79
+ }
80
+
81
+ get upcomingExpenses(): Activity[] {
82
+ return this.upcomingActivities.filter((a) => a.activityType === ActivityType.Expense)
83
+ }
84
+
85
+ get upcomingIncome(): Activity[] {
86
+ return this.upcomingActivities.filter((a) => a.activityType === ActivityType.Income)
87
+ }
88
+
89
+ get nextIncomeActivity(): Activity | undefined {
90
+ return this.upcomingIncome.find((a) => isAfter(a.expectedDate, startOfToday()))
91
+ }
92
+
93
+ get selectedDayActivities(): Activity[] | undefined {
94
+ return (
95
+ this.selectedDay &&
96
+ this.activities.filter(
97
+ (a) => this.selectedDay && isSameDay(a.occurredOnDate || a.expectedDate, this.selectedDay),
98
+ )
99
+ )
100
+ }
101
+
102
+ get projectedIncome(): number {
103
+ const categories = this.globalStore.categoryStore.categories
104
+ return this.cashflowSequences
105
+ .filter((cs) => cs.transaction_type === TransactionType.CREDIT)
106
+ .filter((cs) => isIncome(categories, cs.category_guid || ''))
107
+ .reduce((acc, current) => acc + current.amount, 0)
108
+ }
109
+
110
+ addCashflowEvent = async (cashflowEvent: CashflowEvent) => {
111
+ try {
112
+ const event = await this.cashflowApi.addCashflowEvent(cashflowEvent)
113
+
114
+ runInAction(() => {
115
+ this.cashflowEvents = [...this.cashflowEvents, event]
116
+ })
117
+ } catch (error) {
118
+ console.error(`Error adding cashflow event: ${error}`)
119
+ }
120
+ }
121
+
122
+ addCashflowSequence = async (
123
+ cashflowSequence: CashflowSequence,
124
+ ): Promise<CashflowSequence | undefined> => {
125
+ try {
126
+ const sequence = await this.cashflowApi.addCashflowSequence(cashflowSequence)
127
+
128
+ // Reload all income activity
129
+ await this.loadIncomeActivity()
130
+
131
+ return sequence
132
+ } catch (error) {
133
+ console.error(`Error adding cashflow sequence: ${error}`)
134
+ }
135
+ return undefined
136
+ }
137
+
138
+ addScheduledPayment = async (scheduledPayemnt: ScheduledPayment, transaction: Transaction) => {
139
+ try {
140
+ const payment = await this.api.addScheduledPayment(scheduledPayemnt)
141
+ await this.globalStore.transactionStore.updateTransaction({
142
+ ...transaction,
143
+ scheduled_payment_guid: payment.guid,
144
+ })
145
+
146
+ runInAction(() => {
147
+ this.scheduledPayments = [...this.scheduledPayments, payment]
148
+ })
149
+ } catch (error) {
150
+ console.error(`Error adding scheduled payment: ${error}`)
151
+ }
152
+ }
153
+
154
+ deleteCashflowSequence = async (guid: string) => {
155
+ try {
156
+ await this.cashflowApi.deleteCashflowSequence(guid)
157
+
158
+ // Reload all income activity
159
+ await this.loadIncomeActivity()
160
+ } catch (error) {
161
+ console.error(`Error deleting cashflow sequence`)
162
+ }
163
+ }
164
+
165
+ deleteScheduledPayment = async (guid: string) => {
166
+ try {
167
+ await this.api.deleteScheduledPayment(guid)
168
+
169
+ runInAction(() => {
170
+ const index = this.scheduledPayments.findIndex((sp) => sp.guid === guid)
171
+ if (index >= 0) {
172
+ this.scheduledPayments.splice(index, 1)
173
+ }
174
+ })
175
+ } catch (error) {
176
+ console.error(`Error deleting scheduled payent: ${error}`)
177
+ }
178
+ }
179
+
180
+ loadActivity = () => {
181
+ this.isLoading = true
182
+
183
+ Promise.all([this.loadExpenseActivity(), this.loadIncomeActivity()]).finally(() =>
184
+ runInAction(() => {
185
+ this.isLoading = false
186
+ }),
187
+ )
188
+ }
189
+
190
+ loadExpenseActivity = async () => {
191
+ await this.loadScheduledPayments()
192
+ }
193
+
194
+ loadIncomeActivity = async () => {
195
+ await this.loadCashflowSequences()
196
+ await this.loadExpectedEvents()
197
+ await this.loadPaidEvents()
198
+ }
199
+
200
+ loadCashflowSequences = async () => {
201
+ const sequences = await this.cashflowApi.getCashflowSequences()
202
+
203
+ runInAction(() => {
204
+ this.cashflowSequences = sequences.filter(
205
+ (s) => s.transaction_type === TransactionType.CREDIT,
206
+ )
207
+ })
208
+ }
209
+
210
+ loadExpectedEvents = async () => {
211
+ try {
212
+ const events = await this.cashflowApi.getProjectedCashflowEvents(
213
+ startOfMonth(startOfToday()),
214
+ addDays(startOfToday(), 30),
215
+ )
216
+
217
+ runInAction(() => {
218
+ this.projectedEvents = events.filter(
219
+ (evt) => evt.transaction_type === TransactionType.CREDIT,
220
+ )
221
+ })
222
+ } catch (error) {
223
+ console.error(`Error occurred while getting projected events: ${error}`)
224
+ }
225
+ }
226
+
227
+ loadPaidEvents = async () => {
228
+ try {
229
+ const events = await this.cashflowApi.getCashflowEventsByDateRange(
230
+ subDays(startOfToday(), 90),
231
+ endOfMonth(startOfToday()),
232
+ )
233
+
234
+ runInAction(() => {
235
+ this.cashflowEvents = events.filter(
236
+ (evt) => evt.transaction_type === TransactionType.CREDIT,
237
+ )
238
+ })
239
+ } catch (error) {
240
+ console.error(`Error occurred while getting cashflow events: ${error}`)
241
+ }
242
+ }
243
+
244
+ loadScheduledPayments = async () => {
245
+ try {
246
+ const scheduledPayments = (await this.api.getScheduledPayments()) as ScheduledPayment[]
247
+
248
+ runInAction(() => {
249
+ this.scheduledPayments = scheduledPayments
250
+ })
251
+ } catch (error) {
252
+ console.error(`Error occurred while getting scheduled payments: ${error}`)
253
+ }
254
+ }
255
+
256
+ setSelectedDay = (day: Date) => {
257
+ this.selectedDay = this.selectedDay && isSameDay(day, this.selectedDay) ? undefined : day
258
+ }
259
+
260
+ updateCashflowSequence = async (sequence: CashflowSequence) => {
261
+ try {
262
+ const hasEvents = Boolean(
263
+ this.cashflowEvents.find((e) => e.cashflow_sequence_guid === sequence.guid),
264
+ )
265
+
266
+ if (hasEvents) {
267
+ // Update existing sequence with enddate
268
+ const existingSequence = this.cashflowSequences.find((c) => c.guid === sequence.guid)
269
+ if (!existingSequence) return // TODO: Consider throwing an error
270
+
271
+ const lastEvent = this.cashflowEvents.findLast((c) => c.guid === sequence.guid)
272
+ await this.cashflowApi.updateCashflowSequence({
273
+ ...existingSequence,
274
+ end_date: lastEvent?.occurred_on || getUnixTime(new Date()),
275
+ })
276
+
277
+ // Create a new sequence
278
+ await this.addCashflowSequence({
279
+ ...sequence,
280
+ guid: undefined,
281
+ })
282
+ } else {
283
+ // Update current sequence
284
+ await this.cashflowApi.updateCashflowSequence(sequence)
285
+ }
286
+
287
+ // Reload all income activity
288
+ await this.loadIncomeActivity()
289
+ } catch (error) {
290
+ console.error(`Error updating cashflow sequence: ${error}`)
291
+ }
292
+ }
293
+
294
+ updateScheduledPayment = async (payment: ScheduledPayment) => {
295
+ try {
296
+ const updatedPayment = await this.api.updateScheduledPayment(payment)
297
+
298
+ const index = this.scheduledPayments.findIndex((sp) => sp.guid === payment.guid)
299
+ if (index < 0) return
300
+
301
+ runInAction(() => {
302
+ this.scheduledPayments = [
303
+ ...this.scheduledPayments.slice(0, index),
304
+ updatedPayment,
305
+ ...this.scheduledPayments.slice(index + 1),
306
+ ]
307
+ })
308
+ } catch (error) {
309
+ console.error(`Error occurred while updating schedule payment`)
310
+ }
311
+ }
312
+ }