@mx-cartographer/experiences 4.0.13 → 4.0.14-alpha.JB1
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/CHANGELOG.md +4 -0
- package/dist/debts/components/SnowballCard.d.ts +3 -1
- package/dist/debts/components/SnowballDrawer.d.ts +9 -0
- package/dist/index.es.js +3905 -3522
- package/dist/index.es.js.map +1 -1
- package/package.json +23 -3
- package/src/accounts/AccountsMiniWidget.tsx +62 -0
- package/src/accounts/AccountsWidget.tsx +93 -0
- package/src/accounts/ConnectMiniWidget.tsx +36 -0
- package/src/accounts/__tests__/Accounts.test.tsx +561 -0
- package/src/accounts/api/AccountApi.ts +74 -0
- package/src/accounts/api/__mocks__/AccountApi.ts +46 -0
- package/src/accounts/components/AccountListItem.tsx +102 -0
- package/src/accounts/components/AccountsList.tsx +133 -0
- package/src/accounts/components/ConnectImage.tsx +314 -0
- package/src/accounts/components/ConnectMiniWidgetCard.tsx +41 -0
- package/src/accounts/components/ConnectStatus.tsx +44 -0
- package/src/accounts/components/ConnectionStatusIcons.tsx +26 -0
- package/src/accounts/components/ConnectionsDrawer.tsx +84 -0
- package/src/accounts/components/detailsdrawer/Accounts/AccountActions.tsx +177 -0
- package/src/accounts/components/detailsdrawer/Accounts/AccountActionsRow.tsx +33 -0
- package/src/accounts/components/detailsdrawer/Accounts/AccountConnection.tsx +139 -0
- package/src/accounts/components/detailsdrawer/Accounts/AccountDetailEdit.tsx +162 -0
- package/src/accounts/components/detailsdrawer/Accounts/AccountDetails.tsx +98 -0
- package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsChart.tsx +63 -0
- package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsContent.tsx +52 -0
- package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsHeader.tsx +71 -0
- package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsTab.tsx +25 -0
- package/src/accounts/components/detailsdrawer/Accounts/ConnectionErrorMessage.tsx +99 -0
- package/src/accounts/components/detailsdrawer/Transactions/TransactionsTab.tsx +51 -0
- package/src/accounts/constants/Accounts.ts +11 -0
- package/src/accounts/hooks/useGetMergeableAccounts.tsx +13 -0
- package/src/accounts/hooks/useUiStore.ts +12 -0
- package/src/accounts/index.ts +8 -0
- package/src/accounts/stores/AccountStore.ts +220 -0
- package/src/accounts/stores/UiStore.ts +18 -0
- package/src/accounts/stores/__tests__/AccountStore.test.ts +204 -0
- package/src/accounts/utils/AccountFields.tsx +248 -0
- package/src/accounts/utils/Accounts.ts +28 -0
- package/src/accounts/utils/__tests__/AccountFieldsUtils.test.tsx +215 -0
- package/src/accounts/utils/__tests__/AccountsUtils.test.tsx +104 -0
- package/src/accounts/utils/getConnectionMessages.tsx +198 -0
- package/src/accounts/utils/index.ts +1 -0
- package/src/budgets/BubbleBudgetsMiniWidget.tsx +57 -0
- package/src/budgets/BubbleBudgetsWidget.tsx +154 -0
- package/src/budgets/__tests__/BubbleBudgetsWidget.test.tsx +40 -0
- package/src/budgets/__tests__/BudgetList.test.tsx +38 -0
- package/src/budgets/__tests__/BudgetsStore.test.tsx +48 -0
- package/src/budgets/__tests__/Overview.test.tsx +38 -0
- package/src/budgets/api/BudgetsApi.ts +43 -0
- package/src/budgets/api/__mocks__/BudgetsApi.ts +7 -0
- package/src/budgets/components/AddBudgets.tsx +50 -0
- package/src/budgets/components/BubbleBudgets.tsx +73 -0
- package/src/budgets/components/BubbleChart.tsx +50 -0
- package/src/budgets/components/BudgetDetailsDrawer.tsx +134 -0
- package/src/budgets/components/BudgetList.tsx +50 -0
- package/src/budgets/components/Overview.tsx +156 -0
- package/src/budgets/components/ZeroState.tsx +23 -0
- package/src/budgets/components/addbudget/Header.tsx +59 -0
- package/src/budgets/components/addbudget/RecalculateBudgetRow.tsx +53 -0
- package/src/budgets/components/addbudget/RecalculateBudgets.tsx +69 -0
- package/src/budgets/components/addbudget/UnbudgetedRow.tsx +57 -0
- package/src/budgets/components/bubblechart/Bubble.tsx +148 -0
- package/src/budgets/components/bubblechart/Mercury.tsx +57 -0
- package/src/budgets/components/budgetdetails/AddSubBudget.tsx +111 -0
- package/src/budgets/components/budgetdetails/BudgetDetails.tsx +93 -0
- package/src/budgets/components/budgetdetails/Header.tsx +48 -0
- package/src/budgets/components/budgetdetails/SubBudgetList.tsx +148 -0
- package/src/budgets/components/budgetlist/BudgetRow.tsx +63 -0
- package/src/budgets/components/budgetlist/SubBudgetRow.tsx +64 -0
- package/src/budgets/components/budgetlist/SubBudgetZeroState.tsx +22 -0
- package/src/budgets/components/shared/BudgetAmount.tsx +54 -0
- package/src/budgets/index.ts +2 -0
- package/src/budgets/store/BudgetsStore.ts +183 -0
- package/src/budgets/utils/BubblesSVG.ts +142 -0
- package/src/budgets/utils/BudgetUtil.ts +140 -0
- package/src/cashflow/CashflowMiniWidget.tsx +25 -0
- package/src/cashflow/CashflowOnboarding.tsx +298 -0
- package/src/cashflow/CashflowWidget.tsx +111 -0
- package/src/cashflow/api/CashflowApi.ts +62 -0
- package/src/cashflow/api/__mocks__/CashflowApi.ts +15 -0
- package/src/cashflow/components/CashflowAmountHeading.tsx +46 -0
- package/src/cashflow/components/CashflowContent.tsx +63 -0
- package/src/cashflow/components/CashflowHeading.tsx +172 -0
- package/src/cashflow/components/CashflowWidgetContent.tsx +225 -0
- package/src/cashflow/components/DetailsExpenseHeader.tsx +47 -0
- package/src/cashflow/components/DetailsExpenseRow.tsx +46 -0
- package/src/cashflow/components/DetailsFooter.tsx +28 -0
- package/src/cashflow/components/DetailsTab.tsx +128 -0
- package/src/cashflow/components/RemainingCash.tsx +44 -0
- package/src/cashflow/components/SummaryTab.tsx +247 -0
- package/src/cashflow/components/onboarding/StepOne.tsx +90 -0
- package/src/cashflow/components/onboarding/StepTwo.tsx +23 -0
- package/src/cashflow/context/hooks.tsx +12 -0
- package/src/cashflow/images/cashflow-onboarding.png +0 -0
- package/src/cashflow/images/loading-animation.gif +0 -0
- package/src/cashflow/index.ts +5 -0
- package/src/cashflow/stores/CashflowStore.ts +26 -0
- package/src/cashflow/stores/UiStore.ts +48 -0
- package/src/cashflow/stores/__tests__/CashflowStore.test.ts +16 -0
- package/src/cashflow/util/Filters.ts +15 -0
- package/src/categories/components/CategoryList.tsx +64 -0
- package/src/categories/components/CategoryRow.tsx +68 -0
- package/src/categories/components/CategorySelector.tsx +80 -0
- package/src/categories/components/CategorySelectorDrawer.tsx +41 -0
- package/src/categories/components/CustomCategories/AddSubcategory.tsx +65 -0
- package/src/categories/components/CustomCategories/CustomCategoryModal.tsx +99 -0
- package/src/categories/components/CustomCategories/DeleteSubcategory.tsx +49 -0
- package/src/categories/components/CustomCategories/RenameSubcategory.tsx +48 -0
- package/src/categories/components/CustomCategories/index.ts +4 -0
- package/src/categories/components/SubcategoryList.tsx +47 -0
- package/src/categories/components/SubcategoryRow.tsx +123 -0
- package/src/categories/constants/Analytics.ts +89 -0
- package/src/categories/constants/OnClickEvents.ts +13 -0
- package/src/categories/context/hooks.ts +12 -0
- package/src/categories/index.ts +5 -0
- package/src/categories/stores/CategoryStore.ts +184 -0
- package/src/categories/stores/UiStore.ts +36 -0
- package/src/categories/stores/__tests__/CategoryStore.test.ts +54 -0
- package/src/categories/util/CategoryUtil.ts +136 -0
- package/src/common/api/AnalyticsApi.ts +49 -0
- package/src/common/api/BeatApi.ts +32 -0
- package/src/common/api/CategoryApi.ts +52 -0
- package/src/common/api/GlobalCopyApi.ts +17 -0
- package/src/common/api/LocalizedCopyApi.ts +21 -0
- package/src/common/api/NotificationApi.ts +40 -0
- package/src/common/api/ScheduledPaymentsApi.ts +37 -0
- package/src/common/api/UserApi.ts +23 -0
- package/src/common/api/WidgetApi.ts +15 -0
- package/src/common/api/__mocks__/BeatApi.ts +8 -0
- package/src/common/api/__mocks__/CategoryApi.ts +15 -0
- package/src/common/api/__mocks__/GlobalCopyApi.ts +7 -0
- package/src/common/api/__mocks__/NotificationApi.ts +11 -0
- package/src/common/api/__mocks__/ScheduledPaymentsApi.ts +7 -0
- package/src/common/api/__mocks__/UserApi.ts +9 -0
- package/src/common/api/__mocks__/WidgetApi.ts +11 -0
- package/src/common/api/index.ts +9 -0
- package/src/common/components/ConnectDrawer.tsx +87 -0
- package/src/common/components/CurrencyInput.tsx +147 -0
- package/src/common/components/CurrencyText.tsx +44 -0
- package/src/common/components/DataRow.tsx +52 -0
- package/src/common/components/IconBacking.tsx +41 -0
- package/src/common/components/InformationTooltip.tsx +52 -0
- package/src/common/components/ListItemWrapper.tsx +49 -0
- package/src/common/components/Loader.tsx +24 -0
- package/src/common/components/MiniWidgetContainer.tsx +64 -0
- package/src/common/components/ResponsiveButton.tsx +65 -0
- package/src/common/components/SearchBox.tsx +64 -0
- package/src/common/components/SelectionBox.tsx +64 -0
- package/src/common/components/SubheaderRow.tsx +22 -0
- package/src/common/components/TabContentContainer.tsx +28 -0
- package/src/common/components/WidgetContainer.tsx +239 -0
- package/src/common/components/accountfilter/AccountFilter.tsx +133 -0
- package/src/common/components/accountfilter/AccountFilterOptions.tsx +263 -0
- package/src/common/components/accountfilter/index.ts +1 -0
- package/src/common/components/barchart/Bar.tsx +123 -0
- package/src/common/components/barchart/BarChart.tsx +136 -0
- package/src/common/components/barchart/BarColumn.tsx +150 -0
- package/src/common/components/barchart/Legend.tsx +60 -0
- package/src/common/components/barchart/Util.ts +54 -0
- package/src/common/components/barchart/__tests__/BarChart.test.tsx +46 -0
- package/src/common/components/barchart/index.ts +1 -0
- package/src/common/components/calendar/Calendar.tsx +223 -0
- package/src/common/components/calendar/Day.tsx +127 -0
- package/src/common/components/calendar/Header.tsx +58 -0
- package/src/common/components/calendar/__tests__/Calendar.test.tsx +50 -0
- package/src/common/components/calendar/index.ts +1 -0
- package/src/common/components/calendar/upcomingActivity/CalendarIcons.tsx +40 -0
- package/src/common/components/charts/Donut.tsx +82 -0
- package/src/common/components/charts/LineChart.tsx +204 -0
- package/src/common/components/charts/StackedLineChart.tsx +292 -0
- package/src/common/components/charts/StatusBar.tsx +41 -0
- package/src/common/components/charts/index.ts +4 -0
- package/src/common/components/charts/linechart/CustomLegend.tsx +49 -0
- package/src/common/components/charts/linechart/CustomLine.tsx +31 -0
- package/src/common/components/charts/linechart/CustomMark.tsx +68 -0
- package/src/common/components/charts/stackedlinechart/CategoryIconLabel.tsx +29 -0
- package/src/common/components/charts/stackedlinechart/CustomAreaTooltip.tsx +115 -0
- package/src/common/components/charts/stackedlinechart/CustomLegend.tsx +73 -0
- package/src/common/components/charts/stackedlinechart/CustomPointTooltip.tsx +41 -0
- package/src/common/components/charts/stackedlinechart/utils.ts +13 -0
- package/src/common/components/daterangeselector/DateRangeSelector.tsx +383 -0
- package/src/common/components/daterangeselector/index.ts +1 -0
- package/src/common/components/dialog/Dialog.tsx +92 -0
- package/src/common/components/dialog/index.ts +1 -0
- package/src/common/components/donuts/MultiSegmentDonut.tsx +89 -0
- package/src/common/components/donuts/SingleSegmentDonut.tsx +75 -0
- package/src/common/components/donuts/index.ts +2 -0
- package/src/common/components/drawer/Drawer.tsx +97 -0
- package/src/common/components/drawer/Header.tsx +64 -0
- package/src/common/components/drawer/index.ts +1 -0
- package/src/common/components/index.ts +22 -0
- package/src/common/constants/Account.ts +30 -0
- package/src/common/constants/Analytics.ts +70 -0
- package/src/common/constants/ApiEndpoints.ts +30 -0
- package/src/common/constants/Category.ts +302 -0
- package/src/common/constants/Connect.ts +2 -0
- package/src/common/constants/DateFormats.ts +122 -0
- package/src/common/constants/Donut.ts +2 -0
- package/src/common/constants/Numbers.ts +6 -0
- package/src/common/constants/ScheduledPayment.ts +21 -0
- package/src/common/constants/Sizes.ts +7 -0
- package/src/common/constants/SpendingPlan.ts +17 -0
- package/src/common/constants/Table.ts +13 -0
- package/src/common/constants/index.ts +21 -0
- package/src/common/context/GlobalDataProvider.tsx +31 -0
- package/src/common/context/WidgetContainerProvider.tsx +24 -0
- package/src/common/context/__mocks__/GlobalDataProvider.tsx +25 -0
- package/src/common/context/hooks.tsx +57 -0
- package/src/common/context/index.ts +22 -0
- package/src/common/hooks/__tests__/useDimensions.test.tsx +190 -0
- package/src/common/hooks/index.ts +3 -0
- package/src/common/hooks/useCombineEvents.tsx +53 -0
- package/src/common/hooks/useDimensions.tsx +78 -0
- package/src/common/hooks/usePrevious.tsx +10 -0
- package/src/common/hooks/useScreenSize.tsx +15 -0
- package/src/common/index.ts +23 -0
- package/src/common/stores/ConnectStore.ts +26 -0
- package/src/common/stores/GlobalCopyStore.ts +36 -0
- package/src/common/stores/GlobalStore.ts +83 -0
- package/src/common/stores/GlobalUiStore.ts +66 -0
- package/src/common/stores/UserStore.ts +45 -0
- package/src/common/stores/__tests__/GlobalCopyStore.test.ts +23 -0
- package/src/common/stores/__tests__/GlobalStore.test.ts +24 -0
- package/src/common/stores/index.ts +3 -0
- package/src/common/types/Account.ts +406 -0
- package/src/common/types/Activity.ts +31 -0
- package/src/common/types/Analytics.ts +70 -0
- package/src/common/types/Beat.ts +71 -0
- package/src/common/types/Budget.ts +29 -0
- package/src/common/types/Cashflow.ts +110 -0
- package/src/common/types/Category.ts +68 -0
- package/src/common/types/Date.ts +2 -0
- package/src/common/types/Debt.ts +19 -0
- package/src/common/types/Expense.ts +20 -0
- package/src/common/types/Global.ts +13 -0
- package/src/common/types/GlobalCopy.ts +37 -0
- package/src/common/types/Goal.ts +59 -0
- package/src/common/types/Institution.ts +11 -0
- package/src/common/types/LocalizedContent.ts +9 -0
- package/src/common/types/Merchant.ts +6 -0
- package/src/common/types/Notification.ts +15 -0
- package/src/common/types/ScheduledPayment.ts +15 -0
- package/src/common/types/ScreenSize.tsx +4 -0
- package/src/common/types/SpendingPlan.ts +48 -0
- package/src/common/types/Transaction.ts +91 -0
- package/src/common/types/User.ts +20 -0
- package/src/common/types/Widgets.ts +11 -0
- package/src/common/types/index.ts +93 -0
- package/src/common/types/localization/AccountFilterCopy.ts +12 -0
- package/src/common/types/localization/AccountTypeCopy.ts +16 -0
- package/src/common/types/localization/AccountsCopy.ts +113 -0
- package/src/common/types/localization/BudgetsCopy.ts +52 -0
- package/src/common/types/localization/CashflowCopy.ts +77 -0
- package/src/common/types/localization/CategoryCopy.ts +18 -0
- package/src/common/types/localization/CommonCopy.ts +30 -0
- package/src/common/types/localization/ConnectCopy.ts +74 -0
- package/src/common/types/localization/CurrencyInputCopy.ts +6 -0
- package/src/common/types/localization/DateRangePickerCopy.ts +23 -0
- package/src/common/types/localization/GoalsCopy.ts +37 -0
- package/src/common/types/localization/InsightsFeedCopy.ts +26 -0
- package/src/common/types/localization/MicroInsightsCopy.ts +28 -0
- package/src/common/types/localization/NetWorthCopy.ts +14 -0
- package/src/common/types/localization/NotificationsCopy.ts +7 -0
- package/src/common/types/localization/RecurringCopy.ts +76 -0
- package/src/common/types/localization/SpendingCopy.ts +16 -0
- package/src/common/types/localization/TransactionsCopy.ts +81 -0
- package/src/common/types/localization/TrendsCopy.ts +10 -0
- package/src/common/types/localization/index.ts +19 -0
- package/src/common/utils/AccountFilter.ts +45 -0
- package/src/common/utils/Analytics.ts +51 -0
- package/src/common/utils/Categories.ts +75 -0
- package/src/common/utils/DateUtil.ts +67 -0
- package/src/common/utils/Fetch.ts +115 -0
- package/src/common/utils/Localization.ts +67 -0
- package/src/common/utils/NumberFormatting.ts +65 -0
- package/src/common/utils/__tests__/Fetch.test.tsx +34 -0
- package/src/common/utils/index.ts +18 -0
- package/src/dashboard/Dashboard.tsx +92 -0
- package/src/dashboard/Greeting.tsx +75 -0
- package/src/dashboard/__tests__/Dashboard.test.tsx +84 -0
- package/src/dashboard/constants/Dashboard.ts +4 -0
- package/src/dashboard/index.ts +3 -0
- package/src/dashboard/types/DashboardTypes.ts +9 -0
- package/src/debts/DebtsWidget.tsx +90 -0
- package/src/debts/components/DebtsChart.tsx +190 -0
- package/src/debts/components/DebtsTable.tsx +209 -0
- package/src/debts/components/SnowballCard.tsx +70 -0
- package/src/debts/components/SnowballDrawer.tsx +384 -0
- package/src/debts/components/debtstable/AccountCell.tsx +25 -0
- package/src/debts/components/debtstable/PriorityCell.tsx +46 -0
- package/src/debts/index.ts +4 -0
- package/src/debts/store/DebtsStore.ts +20 -0
- package/src/debts/utils/DebtStore.ts +75 -0
- package/src/debts/utils/DebtsWidget.ts +32 -0
- package/src/debts/utils/SnowballCard.tsx +48 -0
- package/src/goals/GoalsWidget.tsx +128 -0
- package/src/goals/api/GoalApi.ts +29 -0
- package/src/goals/components/GoalDetails.tsx +240 -0
- package/src/goals/components/GoalList.tsx +101 -0
- package/src/goals/components/GoalStatusCard.tsx +87 -0
- package/src/goals/components/TabTitle.tsx +21 -0
- package/src/goals/constants/CopyKeys.ts +29 -0
- package/src/goals/index.ts +2 -0
- package/src/goals/stores/GoalStore.ts +47 -0
- package/src/goals/util/GoalsUtil.ts +61 -0
- package/src/index.ts +17 -0
- package/src/insights/README.md +16 -0
- package/src/insights/contexts/ToastContext.tsx +62 -0
- package/src/insights/index.ts +5 -0
- package/src/insights/settings/SettingsDrawer.tsx +40 -0
- package/src/insights/settings/__tests__/SettingsDrawer.test.tsx +50 -0
- package/src/insights/settings/components/PulseSubheaderRow.tsx +34 -0
- package/src/insights/settings/components/SettingsItem.tsx +55 -0
- package/src/insights/settings/components/Toast.tsx +69 -0
- package/src/insights/settings/hiddeninsights/__tests__/HiddenInsightsDrawer.test.tsx +108 -0
- package/src/insights/settings/hiddeninsights/__tests__/SubCategoryDrawer.test.tsx +150 -0
- package/src/insights/settings/hiddeninsights/components/CategoryEmptyState.tsx +50 -0
- package/src/insights/settings/hiddeninsights/components/HiddenInsightsDrawer.tsx +222 -0
- package/src/insights/settings/hiddeninsights/components/HiddenInsightsDrawerWrapper.tsx +24 -0
- package/src/insights/settings/hiddeninsights/components/SubCategoryDrawer.tsx +256 -0
- package/src/insights/settings/hiddeninsights/images/no-insights.png +0 -0
- package/src/insights/settings/hiddeninsights/types/index.ts +74 -0
- package/src/insights/settings/manageaccounts/__tests__/AccountGroup.test.tsx +92 -0
- package/src/insights/settings/manageaccounts/__tests__/ManageAccountsDrawer.test.tsx +83 -0
- package/src/insights/settings/manageaccounts/components/AccountGroup.tsx +109 -0
- package/src/insights/settings/manageaccounts/components/ManageAccountsDrawer.tsx +63 -0
- package/src/insights/settings/manageaccounts/types/index.ts +13 -0
- package/src/insights/settings/types/index.ts +4 -0
- package/src/insights/store/BeatStore.ts +25 -0
- package/src/insights/utils/beatTemplateCategories.ts +103 -0
- package/src/merchants/api/MerchantApi.ts +33 -0
- package/src/merchants/components/MerchantLookup.tsx +117 -0
- package/src/merchants/index.ts +2 -0
- package/src/merchants/stores/MerchantStore.ts +42 -0
- package/src/microinsights/analytics.ts +31 -0
- package/src/microinsights/components/beatCard/BeatCard.tsx +124 -0
- package/src/microinsights/components/beaticons/BeatCategoryIcon.tsx +20 -0
- package/src/microinsights/components/beaticons/BeatIcon.tsx +45 -0
- package/src/microinsights/components/beaticons/BeatMerchantLogo.tsx +33 -0
- package/src/microinsights/components/beaticons/ChartFilledIcon.tsx +37 -0
- package/src/microinsights/components/beaticons/MonthlySpendComparisonIcon.tsx +30 -0
- package/src/microinsights/components/beaticons/ZeroStateIcon.tsx +558 -0
- package/src/microinsights/components/beaticons/index.tsx +7 -0
- package/src/microinsights/components/carouselheader/CarouselHeader.tsx +111 -0
- package/src/microinsights/components/insightsmicrowidget/InsightsMicroWidget.tsx +163 -0
- package/src/microinsights/components/microBeatCarousel/CarouselControls.tsx +99 -0
- package/src/microinsights/components/microBeatCarousel/MicroBeatCarousel.tsx +207 -0
- package/src/microinsights/components/microInsightCard/MicroInsightCard.tsx +173 -0
- package/src/microinsights/components/noRelevantInsightsCard/NoRelevantInsightsCard.tsx +89 -0
- package/src/microinsights/components/spinner/Spinner.tsx +21 -0
- package/src/microinsights/components/viewMoreMicroCard/ViewMoreMicroCard.tsx +101 -0
- package/src/microinsights/components/zeroStateCard/ZeroStateCard.tsx +62 -0
- package/src/microinsights/constants/Analytics.ts +192 -0
- package/src/microinsights/constants/App.ts +53 -0
- package/src/microinsights/constants/Insights.tsx +3 -0
- package/src/microinsights/constants/OnClickEvents.ts +3 -0
- package/src/microinsights/context/InsightsMicroWidgetDataProvider.tsx +24 -0
- package/src/microinsights/context/hooks.tsx +65 -0
- package/src/microinsights/index.ts +16 -0
- package/src/microinsights/interfaces.ts +28 -0
- package/src/microinsights/stores/AppStore.ts +34 -0
- package/src/microinsights/stores/CopyStore.ts +38 -0
- package/src/microinsights/stores/InsightsMicroWidgetStore.ts +61 -0
- package/src/microinsights/types/BeatUIComponent.ts +5 -0
- package/src/microinsights/utils/DataSeries.ts +20 -0
- package/src/networth/NetWorthWidget.tsx +171 -0
- package/src/networth/__tests__/AssetsLiabilitiesDetail.test.tsx +94 -0
- package/src/networth/__tests__/NetWorthChart.test.tsx +31 -0
- package/src/networth/__tests__/NetWorthList.test.tsx +33 -0
- package/src/networth/components/AssetsLiabilitiesDetail.tsx +146 -0
- package/src/networth/components/GainsLossesDetail.tsx +110 -0
- package/src/networth/components/NetWorthChange.tsx +51 -0
- package/src/networth/components/NetWorthChart.tsx +71 -0
- package/src/networth/components/NetWorthList.tsx +91 -0
- package/src/networth/components/NetWorthListItem.tsx +72 -0
- package/src/networth/components/NetWorthSummary.tsx +36 -0
- package/src/networth/index.ts +5 -0
- package/src/networth/stores/NetWorthStore.ts +99 -0
- package/src/networth/stores/__tests__/NetWorthStore.test.ts +32 -0
- package/src/networth/types/NetWorth.ts +59 -0
- package/src/networth/utils/NetWorthUtils.ts +177 -0
- package/src/networth/utils/__tests__/NetWorthUtils.test.ts +198 -0
- package/src/notifications/__tests__/NotificationList.test.tsx +67 -0
- package/src/notifications/components/DateRow.tsx +21 -0
- package/src/notifications/components/NotificationBadge.tsx +51 -0
- package/src/notifications/components/NotificationCard.tsx +63 -0
- package/src/notifications/components/NotificationList.tsx +65 -0
- package/src/notifications/constants/NotificationConstants.ts +104 -0
- package/src/notifications/index.ts +3 -0
- package/src/notifications/stores/NotificationStore.ts +62 -0
- package/src/notifications/utils/NotificationUtils.ts +21 -0
- package/src/recurringactivity/RecurringActivityMiniWidget.tsx +45 -0
- package/src/recurringactivity/RecurringActivityWidget.tsx +89 -0
- package/src/recurringactivity/__tests__/BuildActivities.test.ts +30 -0
- package/src/recurringactivity/__tests__/BuildNewActivity.test.ts +59 -0
- package/src/recurringactivity/__tests__/RecurringActivityWidget.test.tsx +33 -0
- package/src/recurringactivity/components/ActivityBadges.tsx +40 -0
- package/src/recurringactivity/components/ActivityDetails.tsx +196 -0
- package/src/recurringactivity/components/ActivityList.tsx +141 -0
- package/src/recurringactivity/components/ActivityRow.tsx +161 -0
- package/src/recurringactivity/components/ActivityStatus.tsx +82 -0
- package/src/recurringactivity/components/MiniWidgetContent.tsx +61 -0
- package/src/recurringactivity/components/RecurringActivity.tsx +165 -0
- package/src/recurringactivity/components/actions/FrequencyAction.tsx +130 -0
- package/src/recurringactivity/components/actions/PaymentDateAction.tsx +99 -0
- package/src/recurringactivity/components/activitycalendar/ActivityCalendar.tsx +100 -0
- package/src/recurringactivity/components/activitycalendar/ActivityDay.tsx +88 -0
- package/src/recurringactivity/components/activitycalendar/Legend.tsx +42 -0
- package/src/recurringactivity/components/shared/ActivitySettings.tsx +43 -0
- package/src/recurringactivity/components/shared/activitysettings/AddActivity.tsx +175 -0
- package/src/recurringactivity/components/shared/activitysettings/AddActivityDetails.tsx +148 -0
- package/src/recurringactivity/components/shared/activitysettings/ManageExpenses.tsx +84 -0
- package/src/recurringactivity/components/shared/activitysettings/ManageIncome.tsx +102 -0
- package/src/recurringactivity/components/shared/activitysettings/SelectTransaction.tsx +45 -0
- package/src/recurringactivity/index.ts +5 -0
- package/src/recurringactivity/stores/RecurringActivityStore.ts +312 -0
- package/src/recurringactivity/util/RecurringActivityUtils.ts +40 -0
- package/src/recurringactivity/util/buildActivities.ts +334 -0
- package/src/recurringactivity/util/buildNewActivity.ts +111 -0
- package/src/recurringactivity/util/getRecurrence.ts +50 -0
- package/src/recurringactivity/util/getStatus.ts +32 -0
- package/src/recurringactivity/util/updateActivity.ts +66 -0
- package/src/spending/SpendingMiniWidget.tsx +23 -0
- package/src/spending/SpendingWidget.tsx +71 -0
- package/src/spending/__tests__/MiniSpendingChart.test.tsx +43 -0
- package/src/spending/__tests__/SpendingData.test.ts +38 -0
- package/src/spending/__tests__/SpendingMiniWidget.test.tsx +49 -0
- package/src/spending/__tests__/SpendingWidget.test.tsx +49 -0
- package/src/spending/components/MiniSpendingChart.tsx +125 -0
- package/src/spending/components/Spending.tsx +175 -0
- package/src/spending/components/SpendingChart.tsx +74 -0
- package/src/spending/components/SpendingDonut.tsx +125 -0
- package/src/spending/components/SpendingLegend.tsx +41 -0
- package/src/spending/components/SpendingList.tsx +112 -0
- package/src/spending/components/SpendingTabLabel.tsx +25 -0
- package/src/spending/index.ts +2 -0
- package/src/spending/utils/SpendingData.ts +196 -0
- package/src/transactions/TransactionWidget.tsx +319 -0
- package/src/transactions/analytics.ts +12 -0
- package/src/transactions/api/TransactionApi.ts +204 -0
- package/src/transactions/api/__mocks__/TransactionApi.ts +20 -0
- package/src/transactions/components/shared/TransactionDetails.tsx +140 -0
- package/src/transactions/components/shared/TransactionList.tsx +124 -0
- package/src/transactions/components/shared/TransactionTable.tsx +123 -0
- package/src/transactions/components/shared/transactiondetails/Description.tsx +97 -0
- package/src/transactions/components/shared/transactiondetails/FlagTransaction.tsx +63 -0
- package/src/transactions/components/shared/transactiondetails/ManualTransactionDetails.tsx +148 -0
- package/src/transactions/components/shared/transactiondetails/TransactionAmountHeader.tsx +39 -0
- package/src/transactions/components/shared/transactiondetails/actions/CategoryAction.tsx +149 -0
- package/src/transactions/components/shared/transactiondetails/actions/DateAction.tsx +119 -0
- package/src/transactions/components/shared/transactiondetails/actions/DeleteAction.tsx +85 -0
- package/src/transactions/components/shared/transactiondetails/actions/DeleteLogoAction.tsx +88 -0
- package/src/transactions/components/shared/transactiondetails/actions/HideAction.tsx +126 -0
- package/src/transactions/components/shared/transactiondetails/actions/MemoAction.tsx +112 -0
- package/src/transactions/components/shared/transactiondetails/actions/SplitAction.tsx +234 -0
- package/src/transactions/components/shared/transactiondetails/actions/TagsAction.tsx +119 -0
- package/src/transactions/components/shared/transactiondetails/actions/index.ts +8 -0
- package/src/transactions/components/shared/transactionlist/DateRow.tsx +33 -0
- package/src/transactions/components/shared/transactionlist/TransactionRow.tsx +92 -0
- package/src/transactions/components/shared/transactionlist/ZeroState.tsx +36 -0
- package/src/transactions/components/shared/transactiontable/cells/AccountCell.tsx +12 -0
- package/src/transactions/components/shared/transactiontable/cells/AmountCell.tsx +35 -0
- package/src/transactions/components/shared/transactiontable/cells/CategoryCell.tsx +37 -0
- package/src/transactions/components/shared/transactiontable/cells/DateCell.tsx +17 -0
- package/src/transactions/components/shared/transactiontable/cells/FlagCell.tsx +43 -0
- package/src/transactions/components/shared/transactiontable/cells/HeaderCell.tsx +11 -0
- package/src/transactions/components/shared/transactiontable/cells/PayeeCell.tsx +21 -0
- package/src/transactions/components/shared/transactiontable/cells/index.ts +7 -0
- package/src/transactions/components/splitmanager/SplitManager.tsx +93 -0
- package/src/transactions/components/splitmanager/SplitRow.tsx +149 -0
- package/src/transactions/components/splitmanager/index.ts +1 -0
- package/src/transactions/components/tagmanager/Header.tsx +100 -0
- package/src/transactions/components/tagmanager/SearchBox.tsx +60 -0
- package/src/transactions/components/tagmanager/TagManager.tsx +51 -0
- package/src/transactions/components/tagmanager/TagRow.tsx +145 -0
- package/src/transactions/components/tagmanager/index.ts +1 -0
- package/src/transactions/components/transactionwidget/AddAccountModal.tsx +30 -0
- package/src/transactions/components/transactionwidget/actions/AddTransactionAction.tsx +74 -0
- package/src/transactions/components/transactionwidget/actions/EditCategoryAction.tsx +80 -0
- package/src/transactions/components/transactionwidget/actions/ExportCsvAction.tsx +32 -0
- package/src/transactions/constants/Actions.ts +28 -0
- package/src/transactions/constants/Analytics.ts +272 -0
- package/src/transactions/constants/OnClickEvents.ts +45 -0
- package/src/transactions/constants/Transaction.ts +32 -0
- package/src/transactions/constants/TransactionsTable.ts +26 -0
- package/src/transactions/context/hooks.tsx +12 -0
- package/src/transactions/index.ts +12 -0
- package/src/transactions/stores/TransactionStore.ts +327 -0
- package/src/transactions/stores/UiStore.ts +72 -0
- package/src/transactions/stores/__tests__/TransactionStore.test.ts +80 -0
- package/src/transactions/utils/Filters.ts +35 -0
- package/src/transactions/utils/Transactions.ts +22 -0
- package/src/transactions/utils/buildDetailedTransactions.ts +66 -0
- package/src/transactions/utils/exportTransactionsToCSV.ts +85 -0
- package/src/transactions/utils/sortAndFilterTransactions.ts +127 -0
- package/src/trends/TrendsFullWidget.tsx +286 -0
- package/src/trends/TrendsMiniWidget.tsx +49 -0
- package/src/trends/__tests__/TrendsFullWidget.test.tsx +45 -0
- package/src/trends/__tests__/TrendsMiniWidget.test.tsx +35 -0
- package/src/trends/components/SpendingChart.tsx +29 -0
- package/src/trends/components/TrendsChart.tsx +75 -0
- package/src/trends/components/TrendsDrawer.tsx +74 -0
- package/src/trends/components/TrendsTable.tsx +161 -0
- package/src/trends/components/__tests__/SpendingChart.test.tsx +37 -0
- package/src/trends/components/trendstable/AmountCell.tsx +14 -0
- package/src/trends/components/trendstable/CategoryCell.tsx +39 -0
- package/src/trends/components/trendstable/HeaderCell.tsx +8 -0
- package/src/trends/index.ts +2 -0
- package/src/trends/mocks.ts +423 -0
- package/src/trends/utils/SpendingData.ts +76 -0
- package/src/trends/utils/TrendsData.ts +127 -0
- package/src/trends/utils/shared.ts +39 -0
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import React from 'react'
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import { observer } from 'mobx-react-lite'
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import { endOfMonth } from 'date-fns/endOfMonth'
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import { getUnixTime } from 'date-fns/getUnixTime'
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import { startOfMonth } from 'date-fns/startOfMonth'
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import { startOfToday } from 'date-fns/startOfToday'
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import type { DateRange } from '@mui/x-date-pickers-pro'
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import {
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ANALYTICS_EVENTS,
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Drawer,
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Loader,
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SearchBox,
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useAccountStore,
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useEvent,
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useGlobalCopyStore,
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useGlobalUiStore,
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useTransactionStore,
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useUserStore,
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WidgetContainer,
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WidgetProps,
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} from '../common'
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import { useTransactionsUiStore } from './context/hooks'
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import ConnectDrawer from '../common/components/ConnectDrawer'
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import ManualTransactionDetails from './components/shared/transactiondetails/ManualTransactionDetails'
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import EditCategoryAction from './components/transactionwidget/actions/EditCategoryAction'
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enum Drawers {
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AddTransaction = 'addTransaction',
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Category = 'category',
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Transaction = 'transaction',
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interface TransactionWidgetProps extends WidgetProps {
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height?: string | number
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showInsights?: boolean
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const TransactionWidget: React.FC<TransactionWidgetProps> = ({
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onBackClick,
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showInsights = false,
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const { accounts, refreshAccounts } = useAccountStore()
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manualTransaction,
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isAmountValid,
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searchValue,
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setSearchValue,
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setShowInsights,
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updateManualTransaction,
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} = useTransactionsUiStore()
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const {
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addTransaction,
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filter,
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loadAssociatedBeats,
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setFilter,
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tags,
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transactions,
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updateTransaction,
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} = useTransactionStore()
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const { common: commonCopy, transactions: copy } = useGlobalCopyStore()
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const { onEvent } = useEvent()
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displayedDateRange,
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isInitialized,
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selectedAccountGuids,
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selectedAccounts,
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setDisplayedDate,
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setSelectedAccounts,
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} = useGlobalUiStore()
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const [drawerOpen, setDrawerOpen] = React.useState('')
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const [transactionGuid, setTransactionGuid] = React.useState('')
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const [addManualAccountModalOpen, setAddManualAccountModalOpen] = React.useState(false)
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const [showConnectWidget, setShowConnectWidget] = React.useState(false)
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setFilter({
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dateRange: { start: startDate, end: endDate },
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accounts: selectedAccounts.map((account) => account.guid),
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})
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onEvent(ANALYTICS_EVENTS.TRANSACTIONS_VIEW)
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React.useEffect(() => {
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setFilter({
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...filter,
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dateRange: { start: displayedDateRange.start, end: displayedDateRange.end },
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accounts: selectedAccountGuids,
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})
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//load associated beats for new date range
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loadAssociatedBeats(displayedDateRange.start)
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}
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}, [displayedDateRange, selectedAccountGuids])
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React.useEffect(() => {
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setShowInsights(showInsights)
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const manualAccounts = React.useMemo(
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() => accounts.filter((account) => account.is_manual),
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[accounts],
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)
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const transaction = transactionGuid
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? transactions.find((transaction) => transaction.guid === transactionGuid)
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: undefined
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const isTransactionValid =
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isAmountValid &&
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Boolean(manualTransaction.payee) &&
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Boolean(manualTransaction.account_guid) &&
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Boolean(manualTransaction.category_guid)
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const handleDateChanged = (range: DateRange<Date>) => {
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setDisplayedDate(range[0] as Date, range[1] as Date)
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}
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const handleSearch = (searchTerm: string) => {
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setSearchValue(searchTerm)
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setFilter({
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...filter,
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searchTerm,
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})
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onEvent(ANALYTICS_EVENTS.TRANSACTIONS_CLICK_SEARCH, { search_term: searchTerm })
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}
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const handleExportCsvClick = () => {
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exportTransactionsToCSV(transactions, tags)
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onEvent(ANALYTICS_EVENTS.TRANSACTIONS_CLICK_EXPORT)
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}
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const handleAddTransactionClick = () => {
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if (manualAccounts.length > 0) {
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updateManualTransaction({
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...DEFAULT_TRANSACTION,
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date: getUnixTime(startOfToday()),
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user_guid: userProfile?.user_guid || '',
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})
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setDrawerOpen(Drawers.AddTransaction)
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onEvent(ANALYTICS_EVENTS.TRANSACTIONS_CLICK_ADD)
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} else {
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setAddManualAccountModalOpen(true)
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onEvent(ANALYTICS_EVENTS.TRANSACTIONS_ADD_MANUAL_ACCOUNT_MODAL)
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}
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}
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const handleAddTransaction = async () => {
|
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182
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if (isTransactionValid) {
|
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183
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await addTransaction(manualTransaction)
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}
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185
|
+
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186
|
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setDrawerOpen('')
|
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187
|
+
}
|
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188
|
+
|
|
189
|
+
const handleAddManualAccountClick = () => {
|
|
190
|
+
setAddManualAccountModalOpen(false)
|
|
191
|
+
setShowConnectWidget(true)
|
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|
+
}
|
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|
+
|
|
194
|
+
const handleConnectWidgetClose = () => {
|
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|
+
setShowConnectWidget(false)
|
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196
|
+
refreshAccounts()
|
|
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|
+
}
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|
+
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|
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|
+
if (!isInitialized || !isWidgetInitialized) {
|
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|
+
return <Loader />
|
|
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|
+
}
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|
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|
+
|
|
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|
+
return (
|
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|
+
<WidgetContainer
|
|
205
|
+
accountOptions={accounts}
|
|
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|
+
actions={[
|
|
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|
+
{
|
|
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|
+
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)
|