@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
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  379. package/src/networth/stores/NetWorthStore.ts +99 -0
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  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
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  395. package/src/recurringactivity/__tests__/BuildActivities.test.ts +30 -0
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  418. package/src/recurringactivity/util/RecurringActivityUtils.ts +40 -0
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  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
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  469. package/src/transactions/components/shared/transactiontable/cells/index.ts +7 -0
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  477. package/src/transactions/components/tagmanager/index.ts +1 -0
  478. package/src/transactions/components/transactionwidget/AddAccountModal.tsx +30 -0
  479. package/src/transactions/components/transactionwidget/actions/AddTransactionAction.tsx +74 -0
  480. package/src/transactions/components/transactionwidget/actions/EditCategoryAction.tsx +80 -0
  481. package/src/transactions/components/transactionwidget/actions/ExportCsvAction.tsx +32 -0
  482. package/src/transactions/constants/Actions.ts +28 -0
  483. package/src/transactions/constants/Analytics.ts +272 -0
  484. package/src/transactions/constants/OnClickEvents.ts +45 -0
  485. package/src/transactions/constants/Transaction.ts +32 -0
  486. package/src/transactions/constants/TransactionsTable.ts +26 -0
  487. package/src/transactions/context/hooks.tsx +12 -0
  488. package/src/transactions/index.ts +12 -0
  489. package/src/transactions/stores/TransactionStore.ts +327 -0
  490. package/src/transactions/stores/UiStore.ts +72 -0
  491. package/src/transactions/stores/__tests__/TransactionStore.test.ts +80 -0
  492. package/src/transactions/utils/Filters.ts +35 -0
  493. package/src/transactions/utils/Transactions.ts +22 -0
  494. package/src/transactions/utils/buildDetailedTransactions.ts +66 -0
  495. package/src/transactions/utils/exportTransactionsToCSV.ts +85 -0
  496. package/src/transactions/utils/sortAndFilterTransactions.ts +127 -0
  497. package/src/trends/TrendsFullWidget.tsx +286 -0
  498. package/src/trends/TrendsMiniWidget.tsx +49 -0
  499. package/src/trends/__tests__/TrendsFullWidget.test.tsx +45 -0
  500. package/src/trends/__tests__/TrendsMiniWidget.test.tsx +35 -0
  501. package/src/trends/components/SpendingChart.tsx +29 -0
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  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 +1,319 @@
1
+ import React from 'react'
2
+ import { observer } from 'mobx-react-lite'
3
+ import { endOfMonth } from 'date-fns/endOfMonth'
4
+ import { getUnixTime } from 'date-fns/getUnixTime'
5
+ import { startOfMonth } from 'date-fns/startOfMonth'
6
+ import { startOfToday } from 'date-fns/startOfToday'
7
+
8
+ import Box from '@mui/material/Box'
9
+ import useTheme from '@mui/material/styles/useTheme'
10
+
11
+ import type { DateRange } from '@mui/x-date-pickers-pro'
12
+
13
+ import {
14
+ ANALYTICS_EVENTS,
15
+ Drawer,
16
+ Loader,
17
+ SearchBox,
18
+ useAccountStore,
19
+ useEvent,
20
+ useGlobalCopyStore,
21
+ useGlobalUiStore,
22
+ useTransactionStore,
23
+ useUserStore,
24
+ WidgetContainer,
25
+ WidgetProps,
26
+ } from '../common'
27
+
28
+ import { useTransactionsUiStore } from './context/hooks'
29
+ import { DEFAULT_TRANSACTION } from './constants/Transaction'
30
+ import { exportTransactionsToCSV } from './utils/exportTransactionsToCSV'
31
+ import ConnectDrawer from '../common/components/ConnectDrawer'
32
+ import ManualTransactionDetails from './components/shared/transactiondetails/ManualTransactionDetails'
33
+ import TransactionDetails from './components/shared/TransactionDetails'
34
+ import TransactionList from './components/shared/TransactionList'
35
+ import TransactionTable from './components/shared/TransactionTable'
36
+ import AddAccountModal from './components/transactionwidget/AddAccountModal'
37
+ import EditCategoryAction from './components/transactionwidget/actions/EditCategoryAction'
38
+
39
+ const HEADER_HEIGHT = 120
40
+
41
+ enum Drawers {
42
+ AddTransaction = 'addTransaction',
43
+ Category = 'category',
44
+ Transaction = 'transaction',
45
+ }
46
+
47
+ interface TransactionWidgetProps extends WidgetProps {
48
+ height?: string | number
49
+ showInsights?: boolean
50
+ }
51
+
52
+ const TransactionWidget: React.FC<TransactionWidgetProps> = ({
53
+ onBackClick,
54
+ height = '100dvh',
55
+ showInsights = false,
56
+ sx = {},
57
+ }) => {
58
+ const { accounts, refreshAccounts } = useAccountStore()
59
+ const theme = useTheme()
60
+ const {
61
+ manualTransaction,
62
+ isAmountValid,
63
+ searchValue,
64
+ setSearchValue,
65
+ setShowInsights,
66
+ updateManualTransaction,
67
+ } = useTransactionsUiStore()
68
+ const {
69
+ addTransaction,
70
+ filter,
71
+ loadAssociatedBeats,
72
+ setFilter,
73
+ tags,
74
+ transactions,
75
+ updateTransaction,
76
+ } = useTransactionStore()
77
+ const { common: commonCopy, transactions: copy } = useGlobalCopyStore()
78
+ const { userProfile } = useUserStore()
79
+ const { onEvent } = useEvent()
80
+ const {
81
+ displayedDateRange,
82
+ isInitialized,
83
+ selectedAccountGuids,
84
+ selectedAccounts,
85
+ setDisplayedDate,
86
+ setSelectedAccounts,
87
+ } = useGlobalUiStore()
88
+
89
+ const [drawerOpen, setDrawerOpen] = React.useState('')
90
+ const [transactionGuid, setTransactionGuid] = React.useState('')
91
+
92
+ const [addManualAccountModalOpen, setAddManualAccountModalOpen] = React.useState(false)
93
+ const [showConnectWidget, setShowConnectWidget] = React.useState(false)
94
+
95
+ const [isWidgetInitialized, setIsWidgetInitialized] = React.useState(false)
96
+
97
+ React.useEffect(() => {
98
+ setSelectedAccounts(accounts)
99
+ }, [accounts])
100
+
101
+ React.useEffect(() => {
102
+ const startDate = startOfMonth(startOfToday())
103
+ const endDate = endOfMonth(startOfToday())
104
+ // Set the displayed date to the current month
105
+ setDisplayedDate(startDate, endDate)
106
+ // Set a Base filter
107
+ setFilter({
108
+ dateRange: { start: startDate, end: endDate },
109
+ accounts: selectedAccounts.map((account) => account.guid),
110
+ })
111
+ setIsWidgetInitialized(true)
112
+ onEvent(ANALYTICS_EVENTS.TRANSACTIONS_VIEW)
113
+ }, [])
114
+
115
+ React.useEffect(() => {
116
+ // Update the filter whenever the display date or account filter changes
117
+ if (isWidgetInitialized) {
118
+ setFilter({
119
+ ...filter,
120
+ dateRange: { start: displayedDateRange.start, end: displayedDateRange.end },
121
+ accounts: selectedAccountGuids,
122
+ })
123
+ //load associated beats for new date range
124
+ loadAssociatedBeats(displayedDateRange.start)
125
+ }
126
+ }, [displayedDateRange, selectedAccountGuids])
127
+
128
+ React.useEffect(() => {
129
+ setShowInsights(showInsights)
130
+ }, [showInsights])
131
+
132
+ const manualAccounts = React.useMemo(
133
+ () => accounts.filter((account) => account.is_manual),
134
+ [accounts],
135
+ )
136
+
137
+ const transaction = transactionGuid
138
+ ? transactions.find((transaction) => transaction.guid === transactionGuid)
139
+ : undefined
140
+
141
+ const isTransactionValid =
142
+ isAmountValid &&
143
+ Boolean(manualTransaction.payee) &&
144
+ Boolean(manualTransaction.account_guid) &&
145
+ Boolean(manualTransaction.category_guid)
146
+
147
+ const handleDateChanged = (range: DateRange<Date>) => {
148
+ setDisplayedDate(range[0] as Date, range[1] as Date)
149
+ }
150
+
151
+ const handleSearch = (searchTerm: string) => {
152
+ setSearchValue(searchTerm)
153
+ setFilter({
154
+ ...filter,
155
+ searchTerm,
156
+ })
157
+ onEvent(ANALYTICS_EVENTS.TRANSACTIONS_CLICK_SEARCH, { search_term: searchTerm })
158
+ }
159
+
160
+ const handleExportCsvClick = () => {
161
+ exportTransactionsToCSV(transactions, tags)
162
+ onEvent(ANALYTICS_EVENTS.TRANSACTIONS_CLICK_EXPORT)
163
+ }
164
+
165
+ const handleAddTransactionClick = () => {
166
+ if (manualAccounts.length > 0) {
167
+ updateManualTransaction({
168
+ ...DEFAULT_TRANSACTION,
169
+ date: getUnixTime(startOfToday()),
170
+ user_guid: userProfile?.user_guid || '',
171
+ })
172
+
173
+ setDrawerOpen(Drawers.AddTransaction)
174
+ onEvent(ANALYTICS_EVENTS.TRANSACTIONS_CLICK_ADD)
175
+ } else {
176
+ setAddManualAccountModalOpen(true)
177
+ onEvent(ANALYTICS_EVENTS.TRANSACTIONS_ADD_MANUAL_ACCOUNT_MODAL)
178
+ }
179
+ }
180
+
181
+ const handleAddTransaction = async () => {
182
+ if (isTransactionValid) {
183
+ await addTransaction(manualTransaction)
184
+ }
185
+
186
+ setDrawerOpen('')
187
+ }
188
+
189
+ const handleAddManualAccountClick = () => {
190
+ setAddManualAccountModalOpen(false)
191
+ setShowConnectWidget(true)
192
+ }
193
+
194
+ const handleConnectWidgetClose = () => {
195
+ setShowConnectWidget(false)
196
+ refreshAccounts()
197
+ }
198
+
199
+ if (!isInitialized || !isWidgetInitialized) {
200
+ return <Loader />
201
+ }
202
+
203
+ return (
204
+ <WidgetContainer
205
+ accountOptions={accounts}
206
+ actions={[
207
+ {
208
+ iconName: 'open_in_new',
209
+ label: copy.export_csv_btn,
210
+ onClick: handleExportCsvClick,
211
+ },
212
+ {
213
+ iconName: 'add',
214
+ label: copy.add_transaction_btn,
215
+ onClick: handleAddTransactionClick,
216
+ },
217
+ ]}
218
+ calendarActions={{
219
+ onRangeChanged: handleDateChanged,
220
+ }}
221
+ onAccountsFilterClick={() => onEvent(ANALYTICS_EVENTS.ACCOUNTS_CLICK_FILTER)}
222
+ onBackClick={onBackClick}
223
+ sx={sx}
224
+ title={copy.transactions_title}
225
+ >
226
+ <Box mt={16}>
227
+ <SearchBox
228
+ onChange={handleSearch}
229
+ placeholder={copy.action_bar_search_placeholder}
230
+ searchValue={searchValue}
231
+ />
232
+ </Box>
233
+
234
+ <Box
235
+ sx={{
236
+ [theme.breakpoints.down('md')]: { display: 'none' },
237
+ [theme.breakpoints.up('md')]: { display: 'block' },
238
+ }}
239
+ >
240
+ <TransactionTable
241
+ height={`calc(${height} - ${HEADER_HEIGHT}px)`}
242
+ onCategoryClick={(guid: string) => {
243
+ setTransactionGuid(guid)
244
+ setDrawerOpen(Drawers.Category)
245
+ }}
246
+ onRowClick={(guid: string) => {
247
+ setTransactionGuid(guid)
248
+ setDrawerOpen(Drawers.Transaction)
249
+ onEvent(ANALYTICS_EVENTS.TRANSACTIONS_CLICK_DETAILS, { transaction_guid: guid })
250
+ }}
251
+ />
252
+ </Box>
253
+ <Box
254
+ sx={{
255
+ [theme.breakpoints.down('md')]: { display: 'block' },
256
+ [theme.breakpoints.up('md')]: { display: 'none' },
257
+ }}
258
+ >
259
+ <TransactionList
260
+ height={`calc(${height} - ${HEADER_HEIGHT}px)`}
261
+ onClick={(guid: string) => {
262
+ setTransactionGuid(guid)
263
+ setDrawerOpen(Drawers.Transaction)
264
+ }}
265
+ showInsights={showInsights}
266
+ />
267
+ </Box>
268
+
269
+ <Drawer
270
+ ariaLabelClose={commonCopy.close_aria}
271
+ isOpen={drawerOpen === Drawers.Transaction}
272
+ onClose={() => {
273
+ // mark transaction as viewed
274
+ if (transaction && !transaction.has_been_viewed) {
275
+ updateTransaction({ ...transaction, has_been_viewed: true })
276
+ }
277
+ setDrawerOpen('')
278
+ }}
279
+ title={copy.details_title}
280
+ >
281
+ {transaction && <TransactionDetails transaction={transaction} />}
282
+ </Drawer>
283
+ {transaction && drawerOpen === Drawers.Category && (
284
+ <EditCategoryAction
285
+ onClose={() => {
286
+ setDrawerOpen('')
287
+ setTransactionGuid('')
288
+ }}
289
+ transaction={transaction}
290
+ />
291
+ )}
292
+ <Drawer
293
+ ariaLabelClose={commonCopy.close_aria}
294
+ isOpen={drawerOpen === Drawers.AddTransaction}
295
+ isPrimaryDisabled={!isTransactionValid}
296
+ onClose={() => setDrawerOpen('')}
297
+ onPrimaryAction={handleAddTransaction}
298
+ title={copy.add_transaction_title}
299
+ >
300
+ <ManualTransactionDetails />
301
+ </Drawer>
302
+ <AddAccountModal
303
+ copy={{ title: copy.add_manual_account }}
304
+ isOpen={addManualAccountModalOpen}
305
+ onClose={() => {
306
+ setAddManualAccountModalOpen(false)
307
+ }}
308
+ onPrimaryAction={handleAddManualAccountClick}
309
+ />
310
+ <ConnectDrawer
311
+ onClose={handleConnectWidgetClose}
312
+ showConnectWidget={showConnectWidget}
313
+ title={copy.add_manual_account}
314
+ />
315
+ </WidgetContainer>
316
+ )
317
+ }
318
+
319
+ export default observer(TransactionWidget)
@@ -0,0 +1,12 @@
1
+ import { analyticsSession } from '../common'
2
+ import { AnalyticsEventsObjectType } from '../common/types/Analytics'
3
+
4
+ import { ANALYTICS_EVENTS } from './constants/Analytics'
5
+
6
+ export type AnalyticSession = Awaited<ReturnType<typeof analyticsSession>>
7
+
8
+ export const onAnalyticEvent = async (event: string, session: AnalyticSession | null) => {
9
+ if (!session || !ANALYTICS_EVENTS[event]) return null
10
+
11
+ return session.sendAnalyticEvent(ANALYTICS_EVENTS[event] as AnalyticsEventsObjectType)
12
+ }
@@ -0,0 +1,204 @@
1
+ import { Fetch } from '../../common'
2
+ import { ApiEndpoints } from '../../common'
3
+
4
+ import type { Tag, Tagging, Transaction, TransactionRule } from '../../common'
5
+
6
+ export class TransactionApi {
7
+ fetchInstance: Fetch
8
+
9
+ constructor(endpoint: string, token: string) {
10
+ this.fetchInstance = new Fetch(endpoint, token)
11
+ }
12
+
13
+ addTag = async (tag: Tag) => {
14
+ return this.fetchInstance.post(ApiEndpoints.TAGS, tag).then((data) => data.tag)
15
+ }
16
+
17
+ addTagging = async (tagging: Tagging) => {
18
+ return this.fetchInstance.post(ApiEndpoints.TAGGINGS, tagging).then((data) => data.tagging)
19
+ }
20
+
21
+ addTransaction = async (transaction: Transaction) => {
22
+ return this.fetchInstance
23
+ .post(ApiEndpoints.TRANSACTIONS, transaction)
24
+ .then((data) => data.transaction)
25
+ }
26
+
27
+ addTransactionRule = async (rule: TransactionRule) => {
28
+ return this.fetchInstance.post(ApiEndpoints.TRANSACTION_RULES, rule).then((data) => data)
29
+ }
30
+
31
+ getTaggings = async () => {
32
+ return this.fetchInstance
33
+ .get(ApiEndpoints.TAGGINGS)
34
+ .then((data) => data.map((item: { tagging: Tagging }) => item.tagging))
35
+ }
36
+
37
+ getTags = async () => {
38
+ return this.fetchInstance
39
+ .get(ApiEndpoints.TAGS)
40
+ .then((data) => data.map((item: { tag: Tag }) => item.tag))
41
+ }
42
+
43
+ getTransactionRules = async () => {
44
+ return this.fetchInstance
45
+ .get(ApiEndpoints.TRANSACTION_RULES)
46
+ .then((data) => data.transaction_rules)
47
+ }
48
+
49
+ getTransactionsByDateRange = async (startDate: number, endDate: number) => {
50
+ return this.fetchInstance
51
+ .get(`${ApiEndpoints.TRANSACTIONS}/by_date/${startDate}/${endDate}`)
52
+ .then((data) => data.map((item: { transaction: Transaction }) => item.transaction))
53
+ }
54
+
55
+ // DEPRECATED
56
+ getTransactionsByAccountsAndDateRange = async (
57
+ accountGuids: string[],
58
+ beginDate: number,
59
+ endDate: number,
60
+ ) => {
61
+ console.warn('DEPRECATED: getTransactionsByAccountsAndDateRange will be removed')
62
+ const accountsList = accountGuids.reduce(
63
+ (acc: string, guid: string, i: number) =>
64
+ `${acc}account_guids[]=${guid}${i !== accountGuids.length - 1 ? '&' : ''}`,
65
+ '',
66
+ )
67
+
68
+ return this.fetchInstance
69
+ .get(`${ApiEndpoints.TRANSACTIONS}/by_date/${beginDate}/${endDate}?${accountsList}`)
70
+ .then((data) => data.map((item: { transaction: Transaction }) => item.transaction))
71
+ }
72
+
73
+ // DEPRECATED
74
+ getTransactionsByGuids = async (guids: string[]) => {
75
+ console.warn('DEPRECATED: getTransactionsByGuids will be removed')
76
+ return this.fetchInstance
77
+ .post(`${ApiEndpoints.TRANSACTIONS}/by_guids`, { guids: guids.join('+') })
78
+ .then((data) => data.map((item: { transaction: Transaction }) => item.transaction))
79
+ }
80
+
81
+ // DEPRECATED
82
+ getTransactionsByCategoryAndDate = async (
83
+ categoryGuid: string,
84
+ beginDate: number,
85
+ endDate: number,
86
+ ) => {
87
+ console.warn('DEPRECATED: getTransactionsByCategoryAndDate will be removed')
88
+ return this.fetchInstance
89
+ .get(
90
+ `${ApiEndpoints.TRANSACTIONS}/by_category_guid/${categoryGuid}/by_date/${beginDate}/${endDate}`,
91
+ )
92
+ .then((data) => data.map((item: { transaction: Transaction }) => item.transaction))
93
+ }
94
+
95
+ // DEPRECATED
96
+ getTransactionsByCategoryDateAndAccounts = async (
97
+ categoryGuid: string,
98
+ beginDate: number,
99
+ endDate: number,
100
+ accountGuids: string[],
101
+ ) => {
102
+ console.warn('DEPRECATED: getTransactionsByCategoryDateAndAccounts will be removed')
103
+ const accountsList = accountGuids.reduce(
104
+ (acc: string, guid: string, i: number) =>
105
+ `${acc}account_guids[]=${guid}${i !== accountGuids.length - 1 ? '&' : ''}`,
106
+ '',
107
+ )
108
+
109
+ return this.fetchInstance
110
+ .get(
111
+ `${ApiEndpoints.TRANSACTIONS}/by_category_guid/${categoryGuid}/by_date/${beginDate}/${endDate}?${accountsList}`,
112
+ )
113
+ .then((data) => data.map((item: { transaction: Transaction }) => item.transaction))
114
+ }
115
+
116
+ // DEPRECATED
117
+ getTransactionsByCategoriesDateAndAccounts = async (
118
+ categoryGuids: string[],
119
+ beginDate: number,
120
+ endDate: number,
121
+ accountGuids: string[],
122
+ ) => {
123
+ console.warn('DEPRECATED: getTransactionsByCategoriesDateAndAccounts will be removed')
124
+ const accountsList = accountGuids.reduce(
125
+ (acc: string, guid: string, i: number) =>
126
+ `${acc}account_guids[]=${guid}${i !== accountGuids.length - 1 ? '&' : ''}`,
127
+ '',
128
+ )
129
+
130
+ return this.fetchInstance
131
+ .get(
132
+ `${ApiEndpoints.TRANSACTIONS}/by_category_guids/${categoryGuids.join(
133
+ '+',
134
+ )}/by_date/${beginDate}/${endDate}?${accountsList}`,
135
+ )
136
+ .then((data) => data.map((item: { transaction: Transaction }) => item.transaction))
137
+ }
138
+
139
+ /**
140
+ * DEPRECATED
141
+ * Get all transactions by the top level category, between begin date and end date, and optionally
142
+ * filtered by accounts
143
+ * @param categoryGuid The top level category guid
144
+ * @param beginDate the start date
145
+ * @param endDate the end date
146
+ * @param accountGuids an optional list of account guids
147
+ */
148
+ getTransactionsByTopLevelCategoryAndDate = async (
149
+ categoryGuid: string,
150
+ beginDate: number,
151
+ endDate: number,
152
+ accountGuids: string[] = [],
153
+ ) => {
154
+ console.warn('DEPRECATED: getTransactionsByTopLevelCategoryAndDate will be removed')
155
+ let url = `${ApiEndpoints.TRANSACTIONS}/by_top_level_category_guid/${categoryGuid}/by_date/${beginDate}/${endDate}`
156
+
157
+ if (accountGuids.length > 0) {
158
+ const accountsList = accountGuids.reduce(
159
+ (acc: string, guid: string, i: number) =>
160
+ `${acc}account_guids[]=${guid}${i !== accountGuids.length - 1 ? '&' : ''}`,
161
+ '',
162
+ )
163
+ url += `?${accountsList}`
164
+ }
165
+
166
+ return this.fetchInstance
167
+ .get(url)
168
+ .then((data) => data.map((item: { transaction: Transaction }) => item.transaction))
169
+ }
170
+
171
+ removeTag = async (guid: string) => {
172
+ return this.fetchInstance.delete(`${ApiEndpoints.TAGS}/${guid}`).then((data) => data)
173
+ }
174
+
175
+ removeTagging = async (guid: string) => {
176
+ return this.fetchInstance.delete(`${ApiEndpoints.TAGGINGS}/${guid}`).then((data) => data)
177
+ }
178
+
179
+ removeTransaction = async (guid: string) => {
180
+ return this.fetchInstance.delete(`${ApiEndpoints.TRANSACTIONS}/${guid}`).then((data) => data)
181
+ }
182
+
183
+ removeTransactionSplit = async (guid: string) => {
184
+ return this.fetchInstance
185
+ .delete(`${ApiEndpoints.TRANSACTIONS}/${guid}/unsplit`)
186
+ .then((data) => data)
187
+ }
188
+
189
+ updateTransactionRule = async (rule: TransactionRule) => {
190
+ return this.fetchInstance
191
+ .put(`${ApiEndpoints.TRANSACTION_RULES}/${rule.guid}`, rule)
192
+ .then((data) => data)
193
+ }
194
+
195
+ updateTag = async (tag: Tag) => {
196
+ return this.fetchInstance.put(`${ApiEndpoints.TAGS}/${tag.guid}`, tag).then((data) => data.tag)
197
+ }
198
+
199
+ updateTransaction = async (transaction: Transaction) => {
200
+ return this.fetchInstance
201
+ .put(`${ApiEndpoints.TRANSACTIONS}/${transaction.guid}`, transaction)
202
+ .then((data) => data.transaction)
203
+ }
204
+ }
@@ -0,0 +1,20 @@
1
+ import { mockData } from '../../../../mock/MockData'
2
+ import { TransactionTestData } from '../../../../mock/unittestdata/TransactionTestData'
3
+
4
+ export class TransactionApi {
5
+ getTags() {
6
+ return mockData.getTags()
7
+ }
8
+
9
+ getTaggings() {
10
+ return mockData.getTaggings()
11
+ }
12
+
13
+ getTransactionsByDateRange(startDate: number, endDate: number) {
14
+ return TransactionTestData.transactions.filter((t) => t.date >= startDate && t.date < endDate)
15
+ }
16
+
17
+ getTransactionRules() {
18
+ return mockData.getTransactionRules()
19
+ }
20
+ }
@@ -0,0 +1,140 @@
1
+ import React from 'react'
2
+ import { observer } from 'mobx-react-lite'
3
+
4
+ import Box from '@mui/material/Box'
5
+ import Divider from '@mui/material/Divider'
6
+ import List from '@mui/material/List'
7
+ import Paper from '@mui/material/Paper'
8
+ import Stack from '@mui/material/Stack'
9
+
10
+ import { H1, MerchantLogo, Text, useTokens } from '@kyper/mui'
11
+
12
+ import { ANALYTICS_EVENTS, formatCurrency, Transaction, useEvent } from '../../../common'
13
+
14
+ import {
15
+ BottomActions,
16
+ DEFAULT_BOTTOM_ACTIONS,
17
+ DEFAULT_TOP_ACTIONS,
18
+ TopActions,
19
+ } from '../../constants/Actions'
20
+ import {
21
+ CategoryAction,
22
+ DateAction,
23
+ DeleteAction,
24
+ DeleteLogoAction,
25
+ HideAction,
26
+ MemoAction,
27
+ SplitAction,
28
+ TagsAction,
29
+ } from './transactiondetails/actions'
30
+ import Description from './transactiondetails/Description'
31
+ import FlagTransaction from './transactiondetails/FlagTransaction'
32
+
33
+ export interface TransactionDetailsProps {
34
+ bottomActions?: BottomActions[]
35
+ topActions?: TopActions[]
36
+ transaction: Transaction
37
+ }
38
+
39
+ const TransactionDetails: React.FC<TransactionDetailsProps> = ({
40
+ bottomActions = DEFAULT_BOTTOM_ACTIONS,
41
+ topActions = DEFAULT_TOP_ACTIONS,
42
+ transaction,
43
+ }) => {
44
+ const tokens = useTokens()
45
+ const showFullNumber = transaction?.number && transaction.number.length > 4
46
+ const { onEvent } = useEvent()
47
+
48
+ React.useEffect(
49
+ () =>
50
+ onEvent(ANALYTICS_EVENTS.TRANSACTION_DETAILS_VIEW, { transaction_guid: transaction.guid }),
51
+ [],
52
+ )
53
+
54
+ return (
55
+ <Box className="mx-txn-transaction-details" width="100%">
56
+ {transaction && (
57
+ <Stack>
58
+ <Stack gap={tokens.Spacing.Small} p={tokens.Spacing.Large}>
59
+ <Paper elevation={2} sx={{ borderRadius: tokens.BorderRadius.Small, width: 64 }}>
60
+ <MerchantLogo
61
+ categoryGuid={transaction.top_level_category_guid || ''}
62
+ merchantGuid={transaction.merchant_guid || ''}
63
+ size={64}
64
+ />
65
+ </Paper>
66
+
67
+ <Description transaction={transaction} />
68
+
69
+ <Stack direction="row" justifyContent="space-between">
70
+ <H1 color={transaction.isIncome ? 'success.main' : 'text.primary'}>
71
+ {transaction.isIncome ? '+' : ''}
72
+ {formatCurrency(transaction.amount, '0,0.00')}
73
+ </H1>
74
+ <FlagTransaction transaction={transaction} />
75
+ </Stack>
76
+
77
+ <Stack
78
+ bgcolor="background.highlight"
79
+ borderRadius={tokens.BorderRadius.Small}
80
+ gap={tokens.Spacing.Tiny}
81
+ p={tokens.Spacing.XSmall}
82
+ >
83
+ <Text bold={true}>
84
+ {`${transaction.account}
85
+ ${
86
+ showFullNumber
87
+ ? transaction.number
88
+ : '\u2022'.repeat(4).concat(transaction.number ?? '')
89
+ }`}
90
+ </Text>
91
+ <Text bold={true} color="secondary" variant="Tiny">
92
+ {transaction.feed_description}
93
+ </Text>
94
+ </Stack>
95
+ </Stack>
96
+
97
+ <Paper square={true} sx={{ boxShadow: 'none' }}>
98
+ <List>
99
+ {topActions.map((action, index) => (
100
+ <React.Fragment key={action}>
101
+ {action === TopActions.Category && <CategoryAction transaction={transaction} />}
102
+ {action === TopActions.Date && <DateAction transaction={transaction} />}
103
+ {action === TopActions.Memo && <MemoAction transaction={transaction} />}
104
+ {action === TopActions.Tags && <TagsAction transaction={transaction} />}
105
+ <Divider variant={index < topActions.length - 1 ? 'inset' : 'fullWidth'} />
106
+ </React.Fragment>
107
+ ))}
108
+ </List>
109
+ </Paper>
110
+
111
+ <Text bold={true} mb={8} ml={26} mt={16} variant="Body">
112
+ Actions
113
+ </Text>
114
+
115
+ <Paper square={true} sx={{ boxShadow: 'none' }}>
116
+ <List>
117
+ {bottomActions.map((action, index) => (
118
+ <React.Fragment key={action}>
119
+ {action === BottomActions.SplitTransaction && (
120
+ <SplitAction transaction={transaction} />
121
+ )}
122
+ {action === BottomActions.HideTransaction && (
123
+ <HideAction transaction={transaction} />
124
+ )}
125
+ {action === BottomActions.MerchantLogo && (
126
+ <DeleteLogoAction transaction={transaction} />
127
+ )}
128
+ <Divider variant={index < bottomActions.length - 1 ? 'inset' : 'fullWidth'} />
129
+ </React.Fragment>
130
+ ))}
131
+ {transaction.is_manual && <DeleteAction transaction={transaction} />}
132
+ </List>
133
+ </Paper>
134
+ </Stack>
135
+ )}
136
+ </Box>
137
+ )
138
+ }
139
+
140
+ export default observer(TransactionDetails)