@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
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  341. package/src/microinsights/components/beaticons/ChartFilledIcon.tsx +37 -0
  342. package/src/microinsights/components/beaticons/MonthlySpendComparisonIcon.tsx +30 -0
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  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
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  360. package/src/microinsights/index.ts +16 -0
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  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
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  381. package/src/networth/types/NetWorth.ts +59 -0
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  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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  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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  457. package/src/transactions/components/shared/transactiondetails/actions/TagsAction.tsx +119 -0
  458. package/src/transactions/components/shared/transactiondetails/actions/index.ts +8 -0
  459. package/src/transactions/components/shared/transactionlist/DateRow.tsx +33 -0
  460. package/src/transactions/components/shared/transactionlist/TransactionRow.tsx +92 -0
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  469. package/src/transactions/components/shared/transactiontable/cells/index.ts +7 -0
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  471. package/src/transactions/components/splitmanager/SplitRow.tsx +149 -0
  472. package/src/transactions/components/splitmanager/index.ts +1 -0
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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
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  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 +1,74 @@
1
+ import React from 'react'
2
+ import { observer } from 'mobx-react-lite'
3
+ import { getUnixTime } from 'date-fns/getUnixTime'
4
+ import { startOfToday } from 'date-fns/startOfToday'
5
+
6
+ import { Icon } from '@kyper/mui'
7
+
8
+ import { Drawer, useGlobalCopyStore } from '../../../../common'
9
+
10
+ import { useTransactionsUiStore } from '../../../context/hooks'
11
+ import { ResponsiveButton, useEvent, useTransactionStore, useUserStore } from '../../../../common'
12
+ import ManualTransactionDetails from '../../shared/transactiondetails/ManualTransactionDetails'
13
+ import { DEFAULT_TRANSACTION } from '../../../constants/Transaction'
14
+ import { ON_CLICK_EVENTS } from '../../../constants/OnClickEvents'
15
+
16
+ const AddTransactionAction = () => {
17
+ const { onEvent } = useEvent()
18
+ const { addTransaction } = useTransactionStore()
19
+ const { common: commonCopy, transactions: copy } = useGlobalCopyStore()
20
+ const { manualTransaction, isAmountValid, updateManualTransaction } = useTransactionsUiStore()
21
+ const { userProfile } = useUserStore()
22
+
23
+ const [isOpen, setIsOpen] = React.useState(false)
24
+
25
+ const handleClick = () => {
26
+ onEvent(ON_CLICK_EVENTS.ON_TRANSACTION_MANUAL_ADD_CLICK)
27
+ updateManualTransaction({
28
+ ...DEFAULT_TRANSACTION,
29
+ date: getUnixTime(startOfToday()),
30
+ user_guid: userProfile?.user_guid || '',
31
+ })
32
+
33
+ setIsOpen(true)
34
+ }
35
+
36
+ const isTransactionValid =
37
+ isAmountValid &&
38
+ Boolean(manualTransaction.payee) &&
39
+ Boolean(manualTransaction.account_guid) &&
40
+ Boolean(manualTransaction.category_guid)
41
+
42
+ const handleAddTransaction = async () => {
43
+ if (isTransactionValid) {
44
+ await addTransaction(manualTransaction)
45
+ onEvent(ON_CLICK_EVENTS.ON_TRANSACTION_MANUAL_ADD_ADDED)
46
+ }
47
+
48
+ setIsOpen(false)
49
+ }
50
+
51
+ return (
52
+ <div className="mx-txn-add-transaction-action">
53
+ <ResponsiveButton
54
+ icon={<Icon name="add" />}
55
+ label={copy.add_transaction_btn}
56
+ onClick={handleClick}
57
+ tooltipText={copy.add_transaction_title}
58
+ />
59
+
60
+ <Drawer
61
+ ariaLabelClose={commonCopy.close_aria}
62
+ isOpen={isOpen}
63
+ isPrimaryDisabled={!isTransactionValid}
64
+ onClose={() => setIsOpen(false)}
65
+ onPrimaryAction={handleAddTransaction}
66
+ title={copy.add_transaction_title}
67
+ >
68
+ <ManualTransactionDetails />
69
+ </Drawer>
70
+ </div>
71
+ )
72
+ }
73
+
74
+ export default observer(AddTransactionAction)
@@ -0,0 +1,80 @@
1
+ import React from 'react'
2
+ import { observer } from 'mobx-react-lite'
3
+
4
+ import Box from '@mui/material/Box'
5
+
6
+ import { Text } from '@kyper/mui'
7
+
8
+ import { CategorySelectorDrawer } from '../../../../categories'
9
+
10
+ import { buildDynamicCopy, Dialog, useCategoryStore, useGlobalCopyStore } from '../../../../common'
11
+ import type { Transaction } from '../../../../common'
12
+
13
+ import { useTransactionStore } from '../../../../common'
14
+
15
+ interface EditCategoryActionProps {
16
+ onClose: () => void
17
+ transaction: Transaction
18
+ }
19
+
20
+ const EditCategoryAction: React.FC<EditCategoryActionProps> = ({ onClose, transaction }) => {
21
+ const { addOrUpdateTransactionRule, updateTransaction } = useTransactionStore()
22
+ const { transactions: copy } = useGlobalCopyStore()
23
+
24
+ const { categories } = useCategoryStore()
25
+
26
+ const [categoryGuid, setCategoryGuid] = React.useState('')
27
+
28
+ const category = React.useMemo(
29
+ () => categories.find((item) => item.guid === categoryGuid),
30
+ [categoryGuid],
31
+ )
32
+
33
+ const handleCategoryChanged = async (applyToAll: boolean) => {
34
+ await updateTransaction({ ...transaction, category_guid: categoryGuid })
35
+ if (applyToAll) {
36
+ await addOrUpdateTransactionRule(categoryGuid, transaction)
37
+ }
38
+
39
+ setCategoryGuid('')
40
+ onClose()
41
+ }
42
+
43
+ return (
44
+ <Box className="mx-txn-edit-category-action">
45
+ <CategorySelectorDrawer
46
+ initialSelected={transaction.category_guid}
47
+ onClose={onClose}
48
+ onSelect={(guid: string) => setCategoryGuid(guid)}
49
+ showDrawer={!!transaction}
50
+ title={copy.actions_select_a_category}
51
+ />
52
+ <Dialog
53
+ copy={{
54
+ title: buildDynamicCopy(
55
+ copy.actions_apply_to_all_transaction_types,
56
+ transaction.description,
57
+ ) as string,
58
+ }}
59
+ isOpen={!!categoryGuid}
60
+ onClose={() => handleCategoryChanged(false)}
61
+ onPrimaryAction={() => handleCategoryChanged(true)}
62
+ onSecondaryAction={() => handleCategoryChanged(false)}
63
+ primaryText={copy.actions_apply_to_all}
64
+ secondaryText={copy.actions_this_time_only}
65
+ >
66
+ <Text>
67
+ {
68
+ buildDynamicCopy(
69
+ copy.actions_all_past_and_future,
70
+ transaction.description,
71
+ category?.name,
72
+ ) as string
73
+ }
74
+ </Text>
75
+ </Dialog>
76
+ </Box>
77
+ )
78
+ }
79
+
80
+ export default observer(EditCategoryAction)
@@ -0,0 +1,32 @@
1
+ import { observer } from 'mobx-react-lite'
2
+
3
+ import { Icon } from '@kyper/mui'
4
+
5
+ import { ResponsiveButton, useGlobalCopyStore } from '../../../../common'
6
+ import { useEvent, useTransactionStore } from '../../../../common'
7
+ import { exportTransactionsToCSV } from '../../../utils/exportTransactionsToCSV'
8
+ import { ON_CLICK_EVENTS } from '../../../constants/OnClickEvents'
9
+
10
+ const ExportCsvAction = () => {
11
+ const { onEvent } = useEvent()
12
+ const { tags, transactions } = useTransactionStore()
13
+ const { transactions: copy } = useGlobalCopyStore()
14
+
15
+ const handleExport = () => {
16
+ onEvent(ON_CLICK_EVENTS.ON_TRANSACTION_EXPORT_CSV_CLICK)
17
+ exportTransactionsToCSV(transactions, tags)
18
+ }
19
+
20
+ return (
21
+ <div className="mx-txn-export-csv-action">
22
+ <ResponsiveButton
23
+ icon={<Icon name="open_in_new" />}
24
+ label={copy.export_csv_btn}
25
+ onClick={handleExport}
26
+ tooltipText={copy.export_csv_title}
27
+ />
28
+ </div>
29
+ )
30
+ }
31
+
32
+ export default observer(ExportCsvAction)
@@ -0,0 +1,28 @@
1
+ export enum TopActions {
2
+ Category,
3
+ Date,
4
+ Memo,
5
+ Tags,
6
+ }
7
+
8
+ export enum BottomActions {
9
+ SplitTransaction,
10
+ HideTransaction,
11
+ MerchantLogo,
12
+ }
13
+
14
+ export const DEFAULT_TOP_ACTIONS = [
15
+ TopActions.Category,
16
+ TopActions.Date,
17
+ TopActions.Memo,
18
+ TopActions.Tags,
19
+ ] as TopActions[]
20
+
21
+ export const DEFAULT_BOTTOM_ACTIONS = [
22
+ BottomActions.SplitTransaction,
23
+ BottomActions.HideTransaction,
24
+ BottomActions.MerchantLogo,
25
+ ] as BottomActions[]
26
+
27
+ export const CHEVRON_ICON_SIZE = 20
28
+ export const ICON_SIZE = 28
@@ -0,0 +1,272 @@
1
+ import { ON_CLICK_EVENTS } from './OnClickEvents'
2
+
3
+ export const ANALYTICS_ACTIONS = {
4
+ ADD: 'Add',
5
+ ADD_CATEGORY: 'Add Category',
6
+ CHANGE_CATEGORY: 'Change Category',
7
+ CHANGE_DATE: 'Change Date',
8
+ CLOSE: 'Close',
9
+ DELETE: 'Delete',
10
+ EDIT: 'Edit',
11
+ HIDE: 'Hide',
12
+ SAVE: 'Save',
13
+ SPLIT: 'Split',
14
+ SELECT: 'Select',
15
+ UNHIDE: 'Unhide',
16
+ UNSPLIT: 'Unsplit',
17
+ }
18
+
19
+ export const ANALYTICS_CATEGORIES = {
20
+ TRANSACTION_DETAILS: 'Transaction Details',
21
+ TRANSACTIONS_LIST: 'Transactions List',
22
+ TRANSACTIONS_WIDGET: 'Transactions Widget',
23
+ }
24
+
25
+ export const ANALYTICS_LABELS = {
26
+ ADD_TRANSACTION: 'Manual Transaction',
27
+ CATEGORY: 'Category',
28
+ DATE: 'Date',
29
+ DELETE_MERCHANT_LOGO: 'Merchant Logo',
30
+ DELETE_TRANSACTION: 'Delete Transaction',
31
+ DESCRIPTION: 'Description',
32
+ EXPORT_CSV: 'Export CSV',
33
+ FLAG: 'Flag',
34
+ HIDE_TRANSACTION: 'Hide Transaction',
35
+ MEMO: 'Memo',
36
+ SPLITS: 'Split Transactions',
37
+ TAGS: 'Tags',
38
+ TAG_ADD: 'Add Tag',
39
+ TAG_DELETE: 'Delete Tag',
40
+ TAG_EDIT: 'Edit Tag',
41
+ TRANSACTION: 'Transaction',
42
+ TRANSACTIONS_LIST: 'Transactions List',
43
+ UNHIDE_TRANSACTION: 'Unhide Transaction',
44
+ }
45
+
46
+ export const ANALYTICS_EVENTS = {
47
+ // splits
48
+ [ON_CLICK_EVENTS.ON_TRANSACTION_SPLIT_CLICK]: {
49
+ action: ANALYTICS_ACTIONS.SELECT,
50
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
51
+ label: ANALYTICS_LABELS.SPLITS,
52
+ },
53
+ [ON_CLICK_EVENTS.ON_TRANSACTION_SPLIT_CATEGORY_CLICK]: {
54
+ action: ANALYTICS_ACTIONS.ADD_CATEGORY,
55
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
56
+ label: ANALYTICS_LABELS.SPLITS,
57
+ },
58
+ [ON_CLICK_EVENTS.ON_TRANSACTION_SPLIT_DELETE_CLICK]: {
59
+ action: ANALYTICS_ACTIONS.DELETE,
60
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
61
+ label: ANALYTICS_LABELS.SPLITS,
62
+ },
63
+ [ON_CLICK_EVENTS.ON_TRANSACTION_SPLIT_SAVE_CLICK]: {
64
+ action: ANALYTICS_ACTIONS.SPLIT,
65
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
66
+ label: ANALYTICS_LABELS.SPLITS,
67
+ },
68
+ [ON_CLICK_EVENTS.ON_TRANSACTION_UNSPLIT]: {
69
+ action: ANALYTICS_ACTIONS.UNSPLIT,
70
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
71
+ label: ANALYTICS_LABELS.SPLITS,
72
+ },
73
+
74
+ // category
75
+ [ON_CLICK_EVENTS.ON_TRANSACTION_CATEGORY_CLICK]: {
76
+ action: ANALYTICS_ACTIONS.SELECT,
77
+ category: ANALYTICS_CATEGORIES.TRANSACTIONS_LIST,
78
+ label: ANALYTICS_LABELS.CATEGORY,
79
+ },
80
+ [ON_CLICK_EVENTS.ON_TRANSACTION_CATEGORY_CHANGED]: {
81
+ action: ANALYTICS_ACTIONS.CHANGE_CATEGORY,
82
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
83
+ label: ANALYTICS_LABELS.CATEGORY,
84
+ },
85
+
86
+ // date
87
+ [ON_CLICK_EVENTS.ON_TRANSACTION_DATE_CHANGED]: {
88
+ action: ANALYTICS_ACTIONS.SAVE,
89
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
90
+ label: ANALYTICS_LABELS.DATE,
91
+ },
92
+ [ON_CLICK_EVENTS.ON_TRANSACTION_DATE_CLICK]: {
93
+ action: ANALYTICS_ACTIONS.SELECT,
94
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
95
+ label: ANALYTICS_LABELS.DATE,
96
+ },
97
+
98
+ // merchant logo
99
+ [ON_CLICK_EVENTS.ON_TRANSACTION_DELETE_LOGO_CANCEL]: {
100
+ action: ANALYTICS_ACTIONS.CLOSE,
101
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
102
+ label: ANALYTICS_LABELS.DELETE_MERCHANT_LOGO,
103
+ },
104
+ [ON_CLICK_EVENTS.ON_TRANSACTION_DELETE_LOGO_CLICK]: {
105
+ action: ANALYTICS_ACTIONS.SELECT,
106
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
107
+ label: ANALYTICS_LABELS.DELETE_MERCHANT_LOGO,
108
+ },
109
+ [ON_CLICK_EVENTS.ON_TRANSACTION_DELETE_LOGO_DELETED]: {
110
+ action: ANALYTICS_ACTIONS.DELETE,
111
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
112
+ label: ANALYTICS_LABELS.DELETE_MERCHANT_LOGO,
113
+ },
114
+
115
+ // description
116
+ [ON_CLICK_EVENTS.ON_TRANSACTION_DESCRIPTION_EDIT_CLICK]: {
117
+ action: ANALYTICS_ACTIONS.EDIT,
118
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
119
+ label: ANALYTICS_LABELS.DESCRIPTION,
120
+ },
121
+ [ON_CLICK_EVENTS.ON_TRANSACTION_DESCRIPTION_SAVE_CLICK]: {
122
+ action: ANALYTICS_ACTIONS.SAVE,
123
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
124
+ label: ANALYTICS_LABELS.DESCRIPTION,
125
+ },
126
+
127
+ // hide transactions
128
+ [ON_CLICK_EVENTS.ON_TRANSACTION_HIDDEN]: {
129
+ action: ANALYTICS_ACTIONS.SAVE,
130
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
131
+ label: ANALYTICS_LABELS.HIDE_TRANSACTION,
132
+ },
133
+ [ON_CLICK_EVENTS.ON_TRANSACTION_HIDE_CLICK]: {
134
+ action: ANALYTICS_ACTIONS.SELECT,
135
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
136
+ label: ANALYTICS_LABELS.HIDE_TRANSACTION,
137
+ },
138
+ [ON_CLICK_EVENTS.ON_TRANSACTION_HIDE_CANCEL_CLICK]: {
139
+ action: ANALYTICS_ACTIONS.CLOSE,
140
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
141
+ label: ANALYTICS_LABELS.HIDE_TRANSACTION,
142
+ },
143
+
144
+ // transaction list
145
+ [ON_CLICK_EVENTS.ON_TRANSACTION_LIST_ITEM_CLICK]: {
146
+ action: ANALYTICS_ACTIONS.SELECT,
147
+ category: ANALYTICS_CATEGORIES.TRANSACTIONS_LIST,
148
+ label: ANALYTICS_LABELS.TRANSACTION,
149
+ },
150
+
151
+ // memo
152
+ [ON_CLICK_EVENTS.ON_TRANSACTION_MEMO_CHANGED]: {
153
+ action: ANALYTICS_ACTIONS.SAVE,
154
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
155
+ label: ANALYTICS_LABELS.MEMO,
156
+ },
157
+ [ON_CLICK_EVENTS.ON_TRANSACTION_MEMO_CLICK]: {
158
+ action: ANALYTICS_ACTIONS.SELECT,
159
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
160
+ label: ANALYTICS_LABELS.MEMO,
161
+ },
162
+
163
+ // tags
164
+ [ON_CLICK_EVENTS.ON_TRANSACTION_TAGS_CHANGED]: {
165
+ action: ANALYTICS_ACTIONS.SAVE,
166
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
167
+ label: ANALYTICS_LABELS.TAGS,
168
+ },
169
+ [ON_CLICK_EVENTS.ON_TRANSACTION_TAGS_CLICK]: {
170
+ action: ANALYTICS_ACTIONS.SELECT,
171
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
172
+ label: ANALYTICS_LABELS.TAGS,
173
+ },
174
+ [ON_CLICK_EVENTS.ON_TRANSACTION_TAGS_TAG_ADD_CANCEL_CLICK]: {
175
+ action: ANALYTICS_ACTIONS.CLOSE,
176
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
177
+ label: ANALYTICS_LABELS.TAGS,
178
+ },
179
+ [ON_CLICK_EVENTS.ON_TRANSACTION_TAGS_TAG_ADD_CLICK]: {
180
+ action: ANALYTICS_ACTIONS.ADD,
181
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
182
+ label: ANALYTICS_LABELS.TAG_ADD,
183
+ },
184
+ [ON_CLICK_EVENTS.ON_TRANSACTION_TAGS_TAG_ADDED]: {
185
+ action: ANALYTICS_ACTIONS.SAVE,
186
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
187
+ label: ANALYTICS_LABELS.TAG_ADD,
188
+ },
189
+ [ON_CLICK_EVENTS.ON_TRANSACTION_TAGS_TAG_DELETE_CLICK]: {
190
+ action: ANALYTICS_ACTIONS.SELECT,
191
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
192
+ label: ANALYTICS_LABELS.TAG_DELETE,
193
+ },
194
+ [ON_CLICK_EVENTS.ON_TRANSACTION_TAGS_TAG_DELETE_CANCEL_CLICK]: {
195
+ action: ANALYTICS_ACTIONS.CLOSE,
196
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
197
+ label: ANALYTICS_LABELS.TAG_DELETE,
198
+ },
199
+ [ON_CLICK_EVENTS.ON_TRANSACTION_TAGS_TAG_DELETED]: {
200
+ action: ANALYTICS_ACTIONS.SAVE,
201
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
202
+ label: ANALYTICS_LABELS.TAG_DELETE,
203
+ },
204
+ [ON_CLICK_EVENTS.ON_TRANSACTION_TAGS_TAG_EDIT_CLICK]: {
205
+ action: ANALYTICS_ACTIONS.EDIT,
206
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
207
+ label: ANALYTICS_LABELS.TAG_EDIT,
208
+ },
209
+ [ON_CLICK_EVENTS.ON_TRANSACTION_TAGS_TAG_EDIT_SAVED]: {
210
+ action: ANALYTICS_ACTIONS.SAVE,
211
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
212
+ label: ANALYTICS_LABELS.TAG_EDIT,
213
+ },
214
+
215
+ // flag
216
+ [ON_CLICK_EVENTS.ON_TRANSACTION_TOGGLE_FLAG_CLICK]: {
217
+ action: ANALYTICS_ACTIONS.SELECT,
218
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
219
+ label: ANALYTICS_LABELS.FLAG,
220
+ },
221
+
222
+ // hide
223
+ [ON_CLICK_EVENTS.ON_TRANSACTION_UNHIDDEN]: {
224
+ action: ANALYTICS_ACTIONS.SAVE,
225
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
226
+ label: ANALYTICS_LABELS.UNHIDE_TRANSACTION,
227
+ },
228
+ [ON_CLICK_EVENTS.ON_TRANSACTION_UNHIDE_CLICK]: {
229
+ action: ANALYTICS_ACTIONS.SELECT,
230
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
231
+ label: ANALYTICS_LABELS.UNHIDE_TRANSACTION,
232
+ },
233
+ [ON_CLICK_EVENTS.ON_TRANSACTION_UNHIDE_CANCEL_CLICK]: {
234
+ action: ANALYTICS_ACTIONS.CLOSE,
235
+ category: ANALYTICS_CATEGORIES.TRANSACTION_DETAILS,
236
+ label: ANALYTICS_LABELS.UNHIDE_TRANSACTION,
237
+ },
238
+
239
+ // export CSV
240
+ [ON_CLICK_EVENTS.ON_TRANSACTION_EXPORT_CSV_CLICK]: {
241
+ action: ANALYTICS_ACTIONS.SELECT,
242
+ category: ANALYTICS_CATEGORIES.TRANSACTIONS_WIDGET,
243
+ label: ANALYTICS_LABELS.EXPORT_CSV,
244
+ },
245
+
246
+ // add transaction
247
+ [ON_CLICK_EVENTS.ON_TRANSACTION_MANUAL_ADD_CLICK]: {
248
+ action: ANALYTICS_ACTIONS.SELECT,
249
+ category: ANALYTICS_CATEGORIES.TRANSACTIONS_WIDGET,
250
+ label: ANALYTICS_LABELS.ADD_TRANSACTION,
251
+ },
252
+ [ON_CLICK_EVENTS.ON_TRANSACTION_MANUAL_ADD_ADDED]: {
253
+ action: ANALYTICS_ACTIONS.ADD,
254
+ category: ANALYTICS_CATEGORIES.TRANSACTIONS_WIDGET,
255
+ label: ANALYTICS_LABELS.ADD_TRANSACTION,
256
+ },
257
+ [ON_CLICK_EVENTS.ON_TRANSACTION_DELETE_CLICK]: {
258
+ action: ANALYTICS_ACTIONS.SELECT,
259
+ category: ANALYTICS_CATEGORIES.TRANSACTIONS_WIDGET,
260
+ label: ANALYTICS_LABELS.DELETE_TRANSACTION,
261
+ },
262
+ [ON_CLICK_EVENTS.ON_TRANSACTION_DELETE_CANCEL]: {
263
+ action: ANALYTICS_ACTIONS.CLOSE,
264
+ category: ANALYTICS_CATEGORIES.TRANSACTIONS_WIDGET,
265
+ label: ANALYTICS_LABELS.DELETE_TRANSACTION,
266
+ },
267
+ [ON_CLICK_EVENTS.ON_TRANSACTION_DELETE_DELETED]: {
268
+ action: ANALYTICS_ACTIONS.DELETE,
269
+ category: ANALYTICS_CATEGORIES.TRANSACTIONS_WIDGET,
270
+ label: ANALYTICS_LABELS.DELETE_TRANSACTION,
271
+ },
272
+ }
@@ -0,0 +1,45 @@
1
+ export const ON_CLICK_EVENTS = {
2
+ ON_TRANSACTION_CATEGORY_CLICK: 'onTransactionCategoryClick',
3
+ ON_TRANSACTION_CATEGORY_CHANGED: 'onTransactionCategoryChanged',
4
+ ON_TRANSACTION_MANUAL_ADD_CLICK: 'onTransactionManualAddClick',
5
+ ON_TRANSACTION_MANUAL_ADD_ADDED: 'onTransactionManualAddAdded',
6
+ ON_TRANSACTION_DATE_CHANGED: 'onTransactionDateChanged',
7
+ ON_TRANSACTION_DATE_CLICK: 'onTransactionDateClick',
8
+ ON_TRANSACTION_DELETE_CANCEL: 'onTransactionDeleteCancel',
9
+ ON_TRANSACTION_DELETE_CLICK: 'onTransactionDeleteClick',
10
+ ON_TRANSACTION_DELETE_DELETED: 'onTransactionDeleted',
11
+ ON_TRANSACTION_DELETE_LOGO_CANCEL: 'onTransactionDeleteLogoCancel',
12
+ ON_TRANSACTION_DELETE_LOGO_CLICK: 'onTransactionDeleteLogoClick',
13
+ ON_TRANSACTION_DELETE_LOGO_DELETED: 'onTransactionDeletedLogo',
14
+ ON_TRANSACTION_DESCRIPTION_EDIT_CLICK: 'onTransactionDescriptionEditClick',
15
+ ON_TRANSACTION_DESCRIPTION_SAVE_CLICK: 'onTransactionDescriptionSaveClick',
16
+ ON_TRANSACTION_EXPORT_CSV_CLICK: 'onTransactionExportCsvClick',
17
+ ON_TRANSACTION_HIDDEN: 'onTransactionHidden',
18
+ ON_TRANSACTION_HIDE_CLICK: 'onTransactionHideClick',
19
+ ON_TRANSACTION_HIDE_CANCEL_CLICK: 'onTransactionHideCancelClick',
20
+ ON_TRANSACTION_LIST_ITEM_CLICK: 'onTransactionListItemClick',
21
+ ON_TRANSACTION_MEMO_CHANGED: 'onTransactionMemoChanged',
22
+ ON_TRANSACTION_MEMO_CLICK: 'onTransactionMemoClick',
23
+ ON_TRANSACTION_SPLIT_ADD_CLICK: 'onTransactionSplitAddClick',
24
+ ON_TRANSACTION_SPLIT_CANCEL_CLICK: 'onTransactionSplitCancelClick',
25
+ ON_TRANSACTION_SPLIT_CATEGORY_CLICK: 'onTransactionSplitCategoryClick',
26
+ ON_TRANSACTION_SPLIT_CLICK: 'onTransactionSplitClick',
27
+ ON_TRANSACTION_SPLIT_DELETE_CLICK: 'onTransactionSplitDeleteClick',
28
+ ON_TRANSACTION_SPLIT_SAVE_CLICK: 'onTransactionSplitSaveClick',
29
+ ON_TRANSACTION_TAGS_CHANGED: 'onTransactionTagsChanged',
30
+ ON_TRANSACTION_TAGS_CLICK: 'onTransactionTagsClick',
31
+ ON_TRANSACTION_TAGS_TAG_ADD_CANCEL_CLICK: 'onTransactionTagsTagAddCancelClick',
32
+ ON_TRANSACTION_TAGS_TAG_ADD_CLICK: 'onTransactionTagsTagAddClick',
33
+ ON_TRANSACTION_TAGS_TAG_ADDED: 'onTransactionTagsTagAdded',
34
+ ON_TRANSACTION_TAGS_TAG_DELETE_CLICK: 'onTransactionTagsTagDeleteClick',
35
+ ON_TRANSACTION_TAGS_TAG_DELETE_CANCEL_CLICK: 'onTransactionTagsTagDeleteCancelClick',
36
+ ON_TRANSACTION_TAGS_TAG_DELETED: 'onTransactionTagsTagDeleted',
37
+ ON_TRANSACTION_TAGS_TAG_EDIT_CLICK: 'onTransactionTagsTagEditClick',
38
+ ON_TRANSACTION_TAGS_TAG_EDIT_SAVED: 'onTransactionTagsTagEditSavedClick',
39
+ ON_TRANSACTION_TOGGLE_FLAG_CLICK: 'onTransactionToggleFlagClick',
40
+ ON_TRANSACTION_UNHIDDEN: 'onTransactionUnHidden',
41
+ ON_TRANSACTION_UNHIDE_CLICK: 'onTransactionUnHideClick',
42
+ ON_TRANSACTION_UNHIDE_CANCEL_CLICK: 'onTransactionUnHideCancelClick',
43
+ ON_TRANSACTION_UNSPLIT: 'onTransactionUnsplit',
44
+ ON_TRANSACTION_UNSPLIT_CANCEL: 'onTransactionUnsplitCancel',
45
+ }
@@ -0,0 +1,32 @@
1
+ import type { Transaction } from '../../common/types'
2
+ import { TransactionStatus, TransactionType } from '../../common/types'
3
+
4
+ export const DEFAULT_TRANSACTION = {
5
+ account_guid: '',
6
+ amount: 0,
7
+ currency_code: '',
8
+ date: 0,
9
+ description: '',
10
+ duplicate: false,
11
+ feed_description: '',
12
+ feed_status: TransactionStatus.POSTED,
13
+ feed_transaction_date: 0,
14
+ has_been_split: false,
15
+ has_been_viewed: false,
16
+ is_cleared: false,
17
+ is_flagged: false,
18
+ is_hidden: false,
19
+ is_manual: true,
20
+ is_personal: true,
21
+ is_reimbursable: false,
22
+ is_subscription: false,
23
+ is_void: false,
24
+ revision: 1,
25
+ transaction_type: TransactionType.DEBIT,
26
+ user_guid: '',
27
+ is_duplicate: false,
28
+ feed_transacted_at: 0,
29
+ guid: '',
30
+ memo: undefined,
31
+ tags: [],
32
+ } as Transaction
@@ -0,0 +1,26 @@
1
+ export const ROW_HEIGHT = 48
2
+
3
+ const FLAG_COLUMN_WIDTH = 24
4
+ const DATE_COLUMN_WIDTH = 64
5
+ const AMOUNT_COLUMN_WIDTH = 112
6
+ const VARIABLE_COLUMN_WIDTH = `calc((100% - ${
7
+ FLAG_COLUMN_WIDTH + DATE_COLUMN_WIDTH + AMOUNT_COLUMN_WIDTH
8
+ }px) / 3)`
9
+
10
+ export const COLUMN_WIDTH = {
11
+ FLAG: FLAG_COLUMN_WIDTH, // Fixed width
12
+ DATE: DATE_COLUMN_WIDTH, // Fixed width
13
+ PAYEE: VARIABLE_COLUMN_WIDTH, // 1/3 of remaining width
14
+ CATEGORY: VARIABLE_COLUMN_WIDTH, // 1/3 of remaining width
15
+ ACCOUNT: VARIABLE_COLUMN_WIDTH, // 1/3 of remaining width
16
+ AMOUNT: AMOUNT_COLUMN_WIDTH, // Fixed width
17
+ }
18
+
19
+ export const COLUMN_NAMES = {
20
+ FLAG: 'flag',
21
+ DATE: 'date',
22
+ PAYEE: 'payee',
23
+ CATEGORY: 'category',
24
+ ACCOUNT: 'account',
25
+ AMOUNT: 'amount',
26
+ }
@@ -0,0 +1,12 @@
1
+ import React from 'react'
2
+ import { GlobalDataContext, useTransactionStore } from '../../common'
3
+
4
+ export const useTransactionsUiStore = () => {
5
+ const context = React.useContext(GlobalDataContext)
6
+
7
+ if (!context) {
8
+ throw new Error('useTransactionsUiStore() must be used within the GlobalDataContext')
9
+ }
10
+
11
+ return useTransactionStore().uiStore
12
+ }
@@ -0,0 +1,12 @@
1
+ export { TransactionApi } from './api/TransactionApi'
2
+ export { BottomActions, TopActions } from './constants/Actions'
3
+ export { ON_CLICK_EVENTS as TRANSACTION_EVENTS } from './constants/OnClickEvents'
4
+ export { TransactionStore } from './stores/TransactionStore'
5
+ export { useTransactionsUiStore } from './context/hooks'
6
+ export { exportTransactionsToCSV } from './utils/exportTransactionsToCSV'
7
+ export { default as TransactionRow } from './components/shared/transactionlist/TransactionRow'
8
+ export { default as TransactionList } from './components/shared/TransactionList'
9
+ export { default as TransactionTable } from './components/shared/TransactionTable'
10
+ export { default as TransactionDetails } from './components/shared/TransactionDetails'
11
+ export { default as AddAccountModal } from './components/transactionwidget/AddAccountModal'
12
+ export { default as TransactionWidget } from './TransactionWidget'