@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 { endOfToday } from 'date-fns/endOfToday'
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import { format } from 'date-fns/format'
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import { fromUnixTime } from 'date-fns/fromUnixTime'
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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 { TABLE_CONST } from '../../common/constants/Table'
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import { DATE_FORMATS_INTL, formatDate, ORDINAL_DATE_FORMAT, Tag, Transaction } from '../../common'
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import { COLUMN_NAMES } from '../constants/TransactionsTable'
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import { type TransactionFilter } from '../stores/TransactionStore'
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const UNCATEGORIZED_TERM = 'uncategorized'
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export const sortAndFilterTransactions = (
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filter: TransactionFilter,
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expandedSplits: string[],
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sortColumn: string,
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sortDirection: string,
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tags: Tag[],
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transactions: Transaction[],
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) => {
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const filteredTransactions = filterTransactions(filter, tags, transactions)
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const sortedTransactions = sortTransactions(filteredTransactions, sortColumn, sortDirection)
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expandedSplits.forEach((guid) => {
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const index = sortedTransactions.findIndex((t) => t.guid === guid)
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const children = transactions.filter((t) => t.parent_guid === guid)
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sortedTransactions.splice(index + 1, 0, ...children)
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})
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return sortedTransactions
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}
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const filterTransactions = (
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filter: TransactionFilter,
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tags: Tag[],
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transactions: Transaction[],
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) => {
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const {
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accounts = [],
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dateRange = { start: startOfMonth(startOfToday()), end: endOfToday() },
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custom = () => true,
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searchTerm: searchFilter = '',
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} = filter
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return (
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transactions
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// Filters out Split transaction children
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.filter((t) => !t.parent_guid)
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// Filter for selected accounts
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.filter((t) => Boolean(accounts.find((guid) => guid === t.account_guid)))
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// Filter for Date Range
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.filter((t) => t.date > getUnixTime(dateRange.start) && t.date < getUnixTime(dateRange.end))
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// Custom filter
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.filter(custom)
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// Search filter
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.filter((transaction) => {
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// Don't return uncategorized split transactions
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if (searchFilter === UNCATEGORIZED_TERM && transaction.has_been_split) {
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return false
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}
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// Split check - When searching for "Splits" and transaction is a split or is a parent of a split(s)
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const splitPattern = /^spl/i
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if (
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splitPattern.test(searchFilter) &&
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(transaction.has_been_split || Boolean(transaction.parent_guid))
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) {
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return true
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}
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// Check transactions tags
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const isTagIncludedInSearch = transaction.tags.some((guid) =>
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isIncludedInSearch(searchFilter, tags.find((tag) => tag.guid === guid)?.name),
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)
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const date = fromUnixTime(transaction.date)
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return (
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isIncludedInSearch(searchFilter, transaction.payee) ||
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isIncludedInSearch(searchFilter, transaction.feed_description) ||
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isIncludedInSearch(searchFilter, transaction.category) ||
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isIncludedInSearch(searchFilter, formatDate(date, DATE_FORMATS_INTL.MONTH)) ||
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isIncludedInSearch(searchFilter, formatDate(date, DATE_FORMATS_INTL.DAY)) ||
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isIncludedInSearch(searchFilter, formatDate(date, DATE_FORMATS_INTL.FULL_MONTH_DAY)) ||
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isIncludedInSearch(searchFilter, formatDate(date, DATE_FORMATS_INTL.MONTH_DAY_YEAR)) ||
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isIncludedInSearch(searchFilter, format(date, ORDINAL_DATE_FORMAT)) ||
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isIncludedInSearch(searchFilter, transaction.account) ||
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isIncludedInSearch(searchFilter, `${transaction.amount}`) ||
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isIncludedInSearch(searchFilter, transaction.memo) ||
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isTagIncludedInSearch
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)
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})
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)
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}
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const sortTransactions = (
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transactions: Transaction[],
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sortColumn: string,
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sortDirection: string,
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) => {
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return [...transactions].sort((a: Transaction, b: Transaction) => {
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const column = sortColumn as keyof Transaction
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const sortCompare = (a[column] || '') > (b[column] || '')
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let sortASC = sortCompare ? -1 : 1
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let sortDESC = sortCompare ? 1 : -1
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110
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if (sortColumn === COLUMN_NAMES.DATE || sortColumn === COLUMN_NAMES.AMOUNT) {
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sortASC = sortCompare ? 1 : -1
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sortDESC = sortCompare ? -1 : 1
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}
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return sortDirection === TABLE_CONST.ASC ? sortASC : sortDESC
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})
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}
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118
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119
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/**
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* Determines if a value is included within the terms set in the search bar
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*/
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122
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const isIncludedInSearch = (searchFilter: string, value: string | null | undefined) => {
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const lowerCasedTerms = searchFilter.toLowerCase().split(' ')
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const lowerCasedValue = value?.toString().toLowerCase() ?? ''
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125
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return lowerCasedTerms.every((filter) => lowerCasedValue.indexOf(filter) > -1)
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}
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/* eslint-disable @typescript-eslint/no-unused-vars */
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import React from 'react'
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3
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import { observer } from 'mobx-react-lite'
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4
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import { useTheme } from '@mui/material/styles'
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6
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import { DateRange } from '@mui/x-date-pickers-pro'
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7
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import { Icon, Text } from '@kyper/mui'
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8
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import Box from '@mui/material/Box'
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9
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import Stack from '@mui/material/Stack'
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10
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import Button from '@mui/material/Button'
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11
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import ToggleButton from '@mui/material/ToggleButton'
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12
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import ToggleButtonGroup from '@mui/material/ToggleButtonGroup'
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13
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14
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import { endOfMonth } from 'date-fns/endOfMonth'
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15
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import { subMonths } from 'date-fns/subMonths'
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16
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import { addSeconds } from 'date-fns/addSeconds'
|
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17
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import { differenceInCalendarMonths } from 'date-fns/differenceInCalendarMonths'
|
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18
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+
|
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19
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import {
|
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20
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+
ANALYTICS_EVENTS,
|
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21
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+
DATE_FORMATS_INTL,
|
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22
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+
Loader,
|
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23
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+
StackedLineChart,
|
|
24
|
+
WidgetContainer,
|
|
25
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+
WidgetProps,
|
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26
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+
formatDate,
|
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27
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+
useAccountStore,
|
|
28
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+
useEvent,
|
|
29
|
+
useCategoryStore,
|
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30
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+
useGlobalCopyStore,
|
|
31
|
+
useGlobalUiStore,
|
|
32
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+
useScreenSize,
|
|
33
|
+
useTransactionStore,
|
|
34
|
+
} from '../common'
|
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35
|
+
|
|
36
|
+
import { getStackedLineChartData, StackedLineChartData } from './utils/TrendsData'
|
|
37
|
+
import { getTopLevelCategoryTotals, isExpense, isIncome } from './utils/shared'
|
|
38
|
+
|
|
39
|
+
import TrendsTable from './components/TrendsTable'
|
|
40
|
+
import TrendsDrawer from './components/TrendsDrawer'
|
|
41
|
+
|
|
42
|
+
const tempCopy = {
|
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43
|
+
view_transactions: 'View Transactions',
|
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44
|
+
}
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45
|
+
|
|
46
|
+
const TrendsFullWidget: React.FC<WidgetProps> = ({ onBackClick, sx }) => {
|
|
47
|
+
const theme = useTheme()
|
|
48
|
+
const { onEvent } = useEvent()
|
|
49
|
+
const { isDesktop, isTablet, isMobile } = useScreenSize()
|
|
50
|
+
const { accounts } = useAccountStore()
|
|
51
|
+
const { loadMonthlyCategoryTotals, monthlyCategoryTotals, getCategoryName } = useCategoryStore()
|
|
52
|
+
const { sortedTransactions: transactions } = useTransactionStore()
|
|
53
|
+
const { isInitialized, selectedAccounts, setSelectedAccounts } = useGlobalUiStore()
|
|
54
|
+
const { trends: copy } = useGlobalCopyStore()
|
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55
|
+
|
|
56
|
+
const isDark = theme.palette.mode === 'dark'
|
|
57
|
+
|
|
58
|
+
const [isWidgetInitialized, setIsWidgetInitialized] = React.useState(false)
|
|
59
|
+
const [showTransactions, setShowTransactions] = React.useState(false)
|
|
60
|
+
const [selectedTab, setSelectedTab] = React.useState('Chart')
|
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61
|
+
const [selectedCategory, setSelectedCategory] = React.useState('')
|
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62
|
+
// NOTE: does this date range need to be adjusted bidirectionally?
|
|
63
|
+
const [selectedDateRange, setSelectedDateRange] = React.useState({
|
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64
|
+
start: addSeconds(endOfMonth(subMonths(new Date(), 6)), 1),
|
|
65
|
+
end: endOfMonth(new Date()),
|
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66
|
+
})
|
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67
|
+
|
|
68
|
+
// Reset selected accounts on load
|
|
69
|
+
React.useEffect(() => {
|
|
70
|
+
setSelectedAccounts(accounts)
|
|
71
|
+
}, [accounts])
|
|
72
|
+
|
|
73
|
+
// Initialize monthlyCategoryTotals, and reload on account or date range change
|
|
74
|
+
React.useEffect(() => {
|
|
75
|
+
if (isInitialized) {
|
|
76
|
+
loadMonthlyCategoryTotals(
|
|
77
|
+
selectedAccounts,
|
|
78
|
+
selectedDateRange.start,
|
|
79
|
+
selectedDateRange.end,
|
|
80
|
+
).finally(() => {
|
|
81
|
+
setIsWidgetInitialized(true)
|
|
82
|
+
})
|
|
83
|
+
}
|
|
84
|
+
}, [isInitialized, selectedAccounts, selectedDateRange])
|
|
85
|
+
|
|
86
|
+
// Cache a full year of StackedLineChart data
|
|
87
|
+
const chartData = React.useMemo(() => {
|
|
88
|
+
if (!isWidgetInitialized) return { stackedDatasets: [], unstackedDatasets: [] }
|
|
89
|
+
|
|
90
|
+
const data = getStackedLineChartData(
|
|
91
|
+
monthlyCategoryTotals,
|
|
92
|
+
selectedDateRange.start,
|
|
93
|
+
selectedDateRange.end,
|
|
94
|
+
)
|
|
95
|
+
|
|
96
|
+
const filteredData = selectedCategory.length
|
|
97
|
+
? data.filter(
|
|
98
|
+
(d) =>
|
|
99
|
+
d.top_level_category_guid === selectedCategory || d.category_guid === selectedCategory,
|
|
100
|
+
)
|
|
101
|
+
: getTopLevelCategoryTotals(data)
|
|
102
|
+
|
|
103
|
+
return {
|
|
104
|
+
stackedDatasets: filteredData.filter(isExpense) as StackedLineChartData[],
|
|
105
|
+
unstackedDatasets: filteredData.filter(isIncome) as StackedLineChartData[],
|
|
106
|
+
}
|
|
107
|
+
}, [monthlyCategoryTotals, selectedCategory, selectedDateRange])
|
|
108
|
+
|
|
109
|
+
// Build date range text for display
|
|
110
|
+
// e.g. October 2023 - March 2024, or Oct 2023 - Mar 2024
|
|
111
|
+
const dateRangeText = React.useMemo(() => {
|
|
112
|
+
const startDate = formatDate(
|
|
113
|
+
selectedDateRange.start,
|
|
114
|
+
isMobile ? DATE_FORMATS_INTL.MONTH_SHORT_YEAR : DATE_FORMATS_INTL.MONTH_YEAR,
|
|
115
|
+
)
|
|
116
|
+
const endDate = formatDate(
|
|
117
|
+
selectedDateRange.end,
|
|
118
|
+
isMobile ? DATE_FORMATS_INTL.MONTH_SHORT_YEAR : DATE_FORMATS_INTL.MONTH_YEAR,
|
|
119
|
+
)
|
|
120
|
+
return `${startDate} - ${endDate}`
|
|
121
|
+
}, [selectedDateRange, isMobile])
|
|
122
|
+
|
|
123
|
+
const onTabChange = (_event: React.SyntheticEvent, newValue: string) => {
|
|
124
|
+
setSelectedTab(newValue ?? selectedTab)
|
|
125
|
+
onEvent(ANALYTICS_EVENTS.TRENDS_CLICK_TOGGLE)
|
|
126
|
+
}
|
|
127
|
+
|
|
128
|
+
const onRangeChanged = (dateRange: DateRange<Date>) => {
|
|
129
|
+
const startDate = addSeconds(dateRange?.[0] as Date, 1)
|
|
130
|
+
const endDate = dateRange?.[1] as Date
|
|
131
|
+
const months = differenceInCalendarMonths(endDate, startDate)
|
|
132
|
+
|
|
133
|
+
setSelectedDateRange({ start: startDate, end: endDate })
|
|
134
|
+
onEvent(ANALYTICS_EVENTS.TRENDS_CLICK_DATE, {
|
|
135
|
+
time_period: months + 'M',
|
|
136
|
+
})
|
|
137
|
+
}
|
|
138
|
+
|
|
139
|
+
const onAccountsFilterClick = () => {
|
|
140
|
+
onEvent(ANALYTICS_EVENTS.TRENDS_CLICK_FILTER)
|
|
141
|
+
}
|
|
142
|
+
const onClickRow = (guid: string) => {
|
|
143
|
+
setSelectedCategory(guid)
|
|
144
|
+
}
|
|
145
|
+
const onClickLegend = (guid: string) => {
|
|
146
|
+
setSelectedCategory(guid)
|
|
147
|
+
onEvent(ANALYTICS_EVENTS.TRENDS_CLICK_LEGEND, { category: getCategoryName(guid) })
|
|
148
|
+
}
|
|
149
|
+
const onHoverLegend = (guid: string) => {
|
|
150
|
+
onEvent(ANALYTICS_EVENTS.TRENDS_HOVER_LEGEND, { category: getCategoryName(guid) })
|
|
151
|
+
}
|
|
152
|
+
const onHoverArea = (category: string) => {
|
|
153
|
+
onEvent(ANALYTICS_EVENTS.TRENDS_HOVER_AREA, { category })
|
|
154
|
+
}
|
|
155
|
+
const onHoverPoint = (category: string) => {
|
|
156
|
+
onEvent(ANALYTICS_EVENTS.TRENDS_HOVER_POINT, { category })
|
|
157
|
+
}
|
|
158
|
+
|
|
159
|
+
if (!isInitialized || !isWidgetInitialized) return <Loader />
|
|
160
|
+
|
|
161
|
+
return (
|
|
162
|
+
<WidgetContainer
|
|
163
|
+
accountOptions={accounts}
|
|
164
|
+
calendarActions={{ onRangeChanged }}
|
|
165
|
+
dateRange={selectedDateRange}
|
|
166
|
+
dateRangeVariant="timeframebuttons"
|
|
167
|
+
onAccountsFilterClick={onAccountsFilterClick}
|
|
168
|
+
onBackClick={onBackClick}
|
|
169
|
+
sx={sx}
|
|
170
|
+
title={copy.title}
|
|
171
|
+
>
|
|
172
|
+
<Stack
|
|
173
|
+
sx={{
|
|
174
|
+
// eslint-disable-next-line no-nested-ternary
|
|
175
|
+
px: isDesktop ? 48 : isTablet ? 24 : 12,
|
|
176
|
+
}}
|
|
177
|
+
>
|
|
178
|
+
<Stack
|
|
179
|
+
flexDirection="row"
|
|
180
|
+
justifyContent="space-between"
|
|
181
|
+
sx={{ pb: isMobile ? 12 : 24, pt: isMobile ? 24 : 48 }}
|
|
182
|
+
>
|
|
183
|
+
<Box sx={{ mr: 10, minWidth: '60%' }}>
|
|
184
|
+
<Text
|
|
185
|
+
display="block"
|
|
186
|
+
fontWeight={700}
|
|
187
|
+
sx={{
|
|
188
|
+
whiteSpace: 'normal',
|
|
189
|
+
overflow: 'visible',
|
|
190
|
+
textOverflow: 'unset',
|
|
191
|
+
}}
|
|
192
|
+
variant={isDesktop ? 'H3' : 'Body'}
|
|
193
|
+
>
|
|
194
|
+
{getCategoryName(selectedCategory) || copy.sub_title}
|
|
195
|
+
</Text>
|
|
196
|
+
<Text variant={isDesktop ? 'Body' : 'Small'}>{dateRangeText}</Text>
|
|
197
|
+
</Box>
|
|
198
|
+
<ToggleButtonGroup
|
|
199
|
+
exclusive={true}
|
|
200
|
+
onChange={onTabChange}
|
|
201
|
+
orientation="horizontal"
|
|
202
|
+
value={selectedTab}
|
|
203
|
+
>
|
|
204
|
+
{['Chart', 'Table'].map((tab) => (
|
|
205
|
+
<ToggleButton
|
|
206
|
+
key={tab}
|
|
207
|
+
sx={{
|
|
208
|
+
fontSize: 15,
|
|
209
|
+
fontWeight: 600,
|
|
210
|
+
height: 44,
|
|
211
|
+
width: 56,
|
|
212
|
+
color: isDark ? theme.palette.grey[200] : theme.palette.grey[600],
|
|
213
|
+
borderColor: isDark ? theme.palette.grey[600] : theme.palette.grey[400],
|
|
214
|
+
'&:hover': {
|
|
215
|
+
backgroundColor: isDark ? `${theme.palette.primary.darker}25` : 'inherit',
|
|
216
|
+
borderColor: isDark ? theme.palette.grey[500] : theme.palette.primary.main,
|
|
217
|
+
color: isDark ? theme.palette.primary.light : theme.palette.primary.dark,
|
|
218
|
+
},
|
|
219
|
+
'&.Mui-selected': {
|
|
220
|
+
backgroundColor: isDark
|
|
221
|
+
? theme.palette.primary.darker
|
|
222
|
+
: theme.palette.primary.lighter,
|
|
223
|
+
borderColor: isDark ? theme.palette.primary.light : theme.palette.primary.main,
|
|
224
|
+
color: isDark ? theme.palette.common.white : theme.palette.primary.dark,
|
|
225
|
+
},
|
|
226
|
+
'&.Mui-disabled': {
|
|
227
|
+
borderColor: isDark ? theme.palette.grey[700] : theme.palette.grey[400],
|
|
228
|
+
color: theme.palette.grey[500],
|
|
229
|
+
},
|
|
230
|
+
}}
|
|
231
|
+
value={tab}
|
|
232
|
+
>
|
|
233
|
+
{tab === 'Chart' ? (
|
|
234
|
+
<Icon name="table_chart_view" />
|
|
235
|
+
) : (
|
|
236
|
+
<Icon name="format_list_bulleted" />
|
|
237
|
+
)}
|
|
238
|
+
</ToggleButton>
|
|
239
|
+
))}
|
|
240
|
+
</ToggleButtonGroup>
|
|
241
|
+
</Stack>
|
|
242
|
+
<Stack alignItems="center" flexDirection="row" width="100%">
|
|
243
|
+
<Box flexGrow={1}>
|
|
244
|
+
{selectedCategory && (
|
|
245
|
+
<Button onClick={() => setSelectedCategory('')} sx={{ p: 0, pr: 5 }}>
|
|
246
|
+
<Icon name="arrow_back" />
|
|
247
|
+
{copy.all_categories}
|
|
248
|
+
</Button>
|
|
249
|
+
)}
|
|
250
|
+
</Box>
|
|
251
|
+
<Button onClick={() => setShowTransactions(true)} sx={{ px: 5 }}>
|
|
252
|
+
{`${tempCopy.view_transactions} (${transactions.length})`}
|
|
253
|
+
</Button>
|
|
254
|
+
</Stack>
|
|
255
|
+
<Box>
|
|
256
|
+
{selectedTab === 'Chart' && (
|
|
257
|
+
<StackedLineChart
|
|
258
|
+
onClickLegend={onClickLegend}
|
|
259
|
+
onHoverArea={onHoverArea}
|
|
260
|
+
onHoverLegend={onHoverLegend}
|
|
261
|
+
onHoverPoint={onHoverPoint}
|
|
262
|
+
stackedDatasets={chartData.stackedDatasets}
|
|
263
|
+
unstackedDatasets={chartData.unstackedDatasets}
|
|
264
|
+
/>
|
|
265
|
+
)}
|
|
266
|
+
{selectedTab === 'Table' && (
|
|
267
|
+
<TrendsTable
|
|
268
|
+
monthlyCategoryTotals={monthlyCategoryTotals}
|
|
269
|
+
onClickRow={onClickRow}
|
|
270
|
+
selectedCategory={selectedCategory}
|
|
271
|
+
selectedDateRange={selectedDateRange}
|
|
272
|
+
/>
|
|
273
|
+
)}
|
|
274
|
+
</Box>
|
|
275
|
+
</Stack>
|
|
276
|
+
<TrendsDrawer
|
|
277
|
+
categoryGuid={selectedCategory}
|
|
278
|
+
dateRange={selectedDateRange}
|
|
279
|
+
isOpen={showTransactions}
|
|
280
|
+
onClose={() => setShowTransactions(false)}
|
|
281
|
+
/>
|
|
282
|
+
</WidgetContainer>
|
|
283
|
+
)
|
|
284
|
+
}
|
|
285
|
+
|
|
286
|
+
export default observer(TrendsFullWidget)
|
|
@@ -0,0 +1,49 @@
|
|
|
1
|
+
import React from 'react'
|
|
2
|
+
import { observer } from 'mobx-react-lite'
|
|
3
|
+
|
|
4
|
+
import {
|
|
5
|
+
Loader,
|
|
6
|
+
MiniWidgetContainer,
|
|
7
|
+
MiniWidgetProps,
|
|
8
|
+
useCategoryStore,
|
|
9
|
+
useGlobalCopyStore,
|
|
10
|
+
useGlobalStore,
|
|
11
|
+
useGlobalUiStore,
|
|
12
|
+
} from '../common'
|
|
13
|
+
|
|
14
|
+
import SpendingChart from './components/SpendingChart'
|
|
15
|
+
|
|
16
|
+
const TrendsMiniWidget: React.FC<MiniWidgetProps> = ({ onPrimaryCtaClick, sx }) => {
|
|
17
|
+
const { loadMonthlyCategoryTotals } = useCategoryStore()
|
|
18
|
+
const { isInitialized } = useGlobalStore()
|
|
19
|
+
const { trends: trendsCopy } = useGlobalCopyStore()
|
|
20
|
+
const { selectedAccounts } = useGlobalUiStore()
|
|
21
|
+
|
|
22
|
+
const [isWidgetInitialized, setIsWidgetInitialized] = React.useState(false)
|
|
23
|
+
|
|
24
|
+
React.useEffect(() => {
|
|
25
|
+
if (isInitialized) {
|
|
26
|
+
loadMonthlyCategoryTotals(selectedAccounts).finally(() => {
|
|
27
|
+
setIsWidgetInitialized(true)
|
|
28
|
+
})
|
|
29
|
+
}
|
|
30
|
+
}, [isInitialized, selectedAccounts])
|
|
31
|
+
|
|
32
|
+
if (!isInitialized || !isWidgetInitialized) {
|
|
33
|
+
return <Loader />
|
|
34
|
+
}
|
|
35
|
+
|
|
36
|
+
return (
|
|
37
|
+
<MiniWidgetContainer
|
|
38
|
+
onPrimaryCtaClick={onPrimaryCtaClick}
|
|
39
|
+
primaryCtaLabel={trendsCopy.primary_cta}
|
|
40
|
+
subTitle={trendsCopy.sub_title}
|
|
41
|
+
sx={sx}
|
|
42
|
+
title={trendsCopy.mini_title}
|
|
43
|
+
>
|
|
44
|
+
<SpendingChart />
|
|
45
|
+
</MiniWidgetContainer>
|
|
46
|
+
)
|
|
47
|
+
}
|
|
48
|
+
|
|
49
|
+
export default observer(TrendsMiniWidget)
|
|
@@ -0,0 +1,45 @@
|
|
|
1
|
+
import React from 'react'
|
|
2
|
+
import { beforeEach, describe, expect, it } from 'vitest'
|
|
3
|
+
import { render, screen } from '@testing-library/react'
|
|
4
|
+
import '@testing-library/jest-dom'
|
|
5
|
+
|
|
6
|
+
import { ThemeProvider } from '@mui/material/styles'
|
|
7
|
+
import { createMXTheme } from '@kyper/mui'
|
|
8
|
+
import { endOfMonth } from 'date-fns/endOfMonth'
|
|
9
|
+
import { startOfMonth } from 'date-fns/startOfMonth'
|
|
10
|
+
import { subMonths } from 'date-fns/subMonths'
|
|
11
|
+
|
|
12
|
+
import { DATE_FORMATS_INTL, formatDate, GlobalDataProvider, GlobalStore } from '../../common'
|
|
13
|
+
|
|
14
|
+
import TrendsFullWidget from '../TrendsFullWidget'
|
|
15
|
+
|
|
16
|
+
describe('TrendsFullWidget', () => {
|
|
17
|
+
let globalStore: GlobalStore
|
|
18
|
+
|
|
19
|
+
beforeEach(() => {
|
|
20
|
+
globalStore = new GlobalStore()
|
|
21
|
+
globalStore.initialize('/', '').finally()
|
|
22
|
+
})
|
|
23
|
+
|
|
24
|
+
it('renders successfully', async () => {
|
|
25
|
+
await React.act(async () => {
|
|
26
|
+
render(
|
|
27
|
+
<GlobalDataProvider globalStore={globalStore} onEvent={() => {}} onPageView={() => {}}>
|
|
28
|
+
<ThemeProvider theme={createMXTheme('light')}>
|
|
29
|
+
<TrendsFullWidget onBackClick={() => {}} />
|
|
30
|
+
</ThemeProvider>
|
|
31
|
+
</GlobalDataProvider>,
|
|
32
|
+
)
|
|
33
|
+
})
|
|
34
|
+
|
|
35
|
+
const dateRangeStart = formatDate(
|
|
36
|
+
startOfMonth(subMonths(new Date(), 5)),
|
|
37
|
+
DATE_FORMATS_INTL.MONTH_YEAR,
|
|
38
|
+
)
|
|
39
|
+
const dateRangeEnd = formatDate(endOfMonth(new Date()), DATE_FORMATS_INTL.MONTH_YEAR)
|
|
40
|
+
|
|
41
|
+
expect(screen.getByText('Trends')).toBeInTheDocument()
|
|
42
|
+
expect(screen.getByText('Transaction Trends by Category')).toBeInTheDocument()
|
|
43
|
+
expect(screen.getByText(`${dateRangeStart} - ${dateRangeEnd}`)).toBeInTheDocument()
|
|
44
|
+
})
|
|
45
|
+
})
|
|
@@ -0,0 +1,35 @@
|
|
|
1
|
+
import React from 'react'
|
|
2
|
+
import { beforeEach, describe, expect, it } from 'vitest'
|
|
3
|
+
import { render, screen } from '@testing-library/react'
|
|
4
|
+
import '@testing-library/jest-dom'
|
|
5
|
+
|
|
6
|
+
import { ThemeProvider } from '@mui/material/styles'
|
|
7
|
+
import { createMXTheme } from '@kyper/mui'
|
|
8
|
+
|
|
9
|
+
import { GlobalDataProvider, GlobalStore } from '../../common'
|
|
10
|
+
|
|
11
|
+
import TrendsMiniWidget from '../TrendsMiniWidget'
|
|
12
|
+
|
|
13
|
+
describe('TrendsMiniWidget', () => {
|
|
14
|
+
let globalStore: GlobalStore
|
|
15
|
+
|
|
16
|
+
beforeEach(() => {
|
|
17
|
+
globalStore = new GlobalStore()
|
|
18
|
+
globalStore.initialize('/', '').finally()
|
|
19
|
+
})
|
|
20
|
+
|
|
21
|
+
it('renders successfully', async () => {
|
|
22
|
+
await React.act(async () => {
|
|
23
|
+
render(
|
|
24
|
+
<GlobalDataProvider globalStore={globalStore} onEvent={() => {}} onPageView={() => {}}>
|
|
25
|
+
<ThemeProvider theme={createMXTheme('light')}>
|
|
26
|
+
<TrendsMiniWidget onPrimaryCtaClick={() => {}} />
|
|
27
|
+
</ThemeProvider>
|
|
28
|
+
</GlobalDataProvider>,
|
|
29
|
+
)
|
|
30
|
+
})
|
|
31
|
+
|
|
32
|
+
expect(screen.getByText('Spending Overview')).toBeInTheDocument()
|
|
33
|
+
expect(screen.getByText('Transaction Trends by Category')).toBeInTheDocument()
|
|
34
|
+
})
|
|
35
|
+
})
|
|
@@ -0,0 +1,29 @@
|
|
|
1
|
+
import { observer } from 'mobx-react-lite'
|
|
2
|
+
import { useTheme } from '@mui/material/styles'
|
|
3
|
+
|
|
4
|
+
import { LineChart, useCategoryStore, useGlobalCopyStore } from '../../common'
|
|
5
|
+
import { getSpendingData } from '../utils/SpendingData'
|
|
6
|
+
|
|
7
|
+
const SpendingChart = () => {
|
|
8
|
+
const theme = useTheme()
|
|
9
|
+
const { monthlyCategoryTotals } = useCategoryStore()
|
|
10
|
+
const { trends: trendsCopy } = useGlobalCopyStore()
|
|
11
|
+
|
|
12
|
+
const data = getSpendingData(monthlyCategoryTotals)
|
|
13
|
+
|
|
14
|
+
return (
|
|
15
|
+
<LineChart
|
|
16
|
+
baseline="min"
|
|
17
|
+
colors={[theme.palette.primary.main]}
|
|
18
|
+
datasets={[data]}
|
|
19
|
+
height={300}
|
|
20
|
+
labels={[trendsCopy.spending_label]}
|
|
21
|
+
showArea={true}
|
|
22
|
+
showAverage={true}
|
|
23
|
+
showMarkLabel={true}
|
|
24
|
+
useCustomMark={true}
|
|
25
|
+
/>
|
|
26
|
+
)
|
|
27
|
+
}
|
|
28
|
+
|
|
29
|
+
export default observer(SpendingChart)
|
|
@@ -0,0 +1,75 @@
|
|
|
1
|
+
import { observer } from 'mobx-react-lite'
|
|
2
|
+
import { useTheme } from '@mui/material/styles'
|
|
3
|
+
|
|
4
|
+
import {
|
|
5
|
+
AccountType,
|
|
6
|
+
formatCurrency,
|
|
7
|
+
LineChart,
|
|
8
|
+
useCategoryStore,
|
|
9
|
+
INCOME_ACCOUNT_TYPES,
|
|
10
|
+
PAYMENT_ACCOUNT_TYPES,
|
|
11
|
+
SPENDING_ACCOUNT_TYPES,
|
|
12
|
+
useGlobalCopyStore,
|
|
13
|
+
} from '../../common'
|
|
14
|
+
|
|
15
|
+
import type { MonthlyCategoryTotals, TrendsCopy } from '../../common'
|
|
16
|
+
import { useAccountUiStore } from '../../accounts/hooks/useUiStore'
|
|
17
|
+
import { getIncomeTotals, getPaymentTotals, getSpendingTotals } from '../utils/SpendingData'
|
|
18
|
+
|
|
19
|
+
const getDatasets = (totals: MonthlyCategoryTotals[], accountType: AccountType) => {
|
|
20
|
+
const incomeData = INCOME_ACCOUNT_TYPES.includes(accountType) ? getIncomeTotals(totals) : []
|
|
21
|
+
const paymentData = PAYMENT_ACCOUNT_TYPES.includes(accountType) ? getPaymentTotals(totals) : []
|
|
22
|
+
const spendingData = SPENDING_ACCOUNT_TYPES.includes(accountType) ? getSpendingTotals(totals) : []
|
|
23
|
+
|
|
24
|
+
// There should always be 1-2 datasets returned. No account type will have all three categories.
|
|
25
|
+
return [incomeData, paymentData, spendingData].filter((data) => data.length > 0)
|
|
26
|
+
}
|
|
27
|
+
|
|
28
|
+
const getLabels = (datasets: any[], accountType: AccountType, copy: TrendsCopy) => {
|
|
29
|
+
const [dataA, dataB] = datasets
|
|
30
|
+
const credits = dataA
|
|
31
|
+
const debits = dataB ?? dataA
|
|
32
|
+
const labels: string[] = []
|
|
33
|
+
|
|
34
|
+
if (credits && debits && INCOME_ACCOUNT_TYPES.includes(accountType)) {
|
|
35
|
+
const lastIncome = formatCurrency(credits[credits.length - 1].y, '0,0')
|
|
36
|
+
labels.push(`${copy.income_label} ${lastIncome}`)
|
|
37
|
+
} else if (PAYMENT_ACCOUNT_TYPES.includes(accountType)) {
|
|
38
|
+
const lastPayment = formatCurrency(credits[credits.length - 1].y, '0,0')
|
|
39
|
+
labels.push(`${copy.payments_label} ${lastPayment}`)
|
|
40
|
+
}
|
|
41
|
+
|
|
42
|
+
if (debits && SPENDING_ACCOUNT_TYPES.includes(accountType)) {
|
|
43
|
+
const lastSpending = formatCurrency(debits[debits.length - 1].y, '0,0')
|
|
44
|
+
labels.push(`${copy.spending_label} ${lastSpending}`)
|
|
45
|
+
}
|
|
46
|
+
|
|
47
|
+
return labels
|
|
48
|
+
}
|
|
49
|
+
|
|
50
|
+
const TrendsChart = () => {
|
|
51
|
+
const theme = useTheme()
|
|
52
|
+
const { selectedAccount } = useAccountUiStore()
|
|
53
|
+
const { monthlyCategoryTotals } = useCategoryStore()
|
|
54
|
+
const { trends: trendsCopy } = useGlobalCopyStore()
|
|
55
|
+
|
|
56
|
+
const colors = [theme.palette.chart?.chart1, theme.palette.chart?.chart2]
|
|
57
|
+
const datasets = getDatasets(monthlyCategoryTotals, selectedAccount.account_type)
|
|
58
|
+
const labels = getLabels(datasets, selectedAccount.account_type, trendsCopy)
|
|
59
|
+
const isLoan = [AccountType.LOAN, AccountType.MORTGAGE].includes(selectedAccount.account_type)
|
|
60
|
+
|
|
61
|
+
return (
|
|
62
|
+
<div data-testid="TrendsChart">
|
|
63
|
+
<LineChart
|
|
64
|
+
colors={colors}
|
|
65
|
+
datasets={datasets}
|
|
66
|
+
height={185}
|
|
67
|
+
labels={labels}
|
|
68
|
+
showAverage={isLoan}
|
|
69
|
+
showBars={isLoan}
|
|
70
|
+
/>
|
|
71
|
+
</div>
|
|
72
|
+
)
|
|
73
|
+
}
|
|
74
|
+
|
|
75
|
+
export default observer(TrendsChart)
|