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

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (513) hide show
  1. package/CHANGELOG.md +4 -0
  2. package/dist/debts/components/SnowballCard.d.ts +3 -1
  3. package/dist/debts/components/SnowballDrawer.d.ts +9 -0
  4. package/dist/index.es.js +3905 -3522
  5. package/dist/index.es.js.map +1 -1
  6. package/package.json +23 -3
  7. package/src/accounts/AccountsMiniWidget.tsx +62 -0
  8. package/src/accounts/AccountsWidget.tsx +93 -0
  9. package/src/accounts/ConnectMiniWidget.tsx +36 -0
  10. package/src/accounts/__tests__/Accounts.test.tsx +561 -0
  11. package/src/accounts/api/AccountApi.ts +74 -0
  12. package/src/accounts/api/__mocks__/AccountApi.ts +46 -0
  13. package/src/accounts/components/AccountListItem.tsx +102 -0
  14. package/src/accounts/components/AccountsList.tsx +133 -0
  15. package/src/accounts/components/ConnectImage.tsx +314 -0
  16. package/src/accounts/components/ConnectMiniWidgetCard.tsx +41 -0
  17. package/src/accounts/components/ConnectStatus.tsx +44 -0
  18. package/src/accounts/components/ConnectionStatusIcons.tsx +26 -0
  19. package/src/accounts/components/ConnectionsDrawer.tsx +84 -0
  20. package/src/accounts/components/detailsdrawer/Accounts/AccountActions.tsx +177 -0
  21. package/src/accounts/components/detailsdrawer/Accounts/AccountActionsRow.tsx +33 -0
  22. package/src/accounts/components/detailsdrawer/Accounts/AccountConnection.tsx +139 -0
  23. package/src/accounts/components/detailsdrawer/Accounts/AccountDetailEdit.tsx +162 -0
  24. package/src/accounts/components/detailsdrawer/Accounts/AccountDetails.tsx +98 -0
  25. package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsChart.tsx +63 -0
  26. package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsContent.tsx +52 -0
  27. package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsHeader.tsx +71 -0
  28. package/src/accounts/components/detailsdrawer/Accounts/AccountDetailsTab.tsx +25 -0
  29. package/src/accounts/components/detailsdrawer/Accounts/ConnectionErrorMessage.tsx +99 -0
  30. package/src/accounts/components/detailsdrawer/Transactions/TransactionsTab.tsx +51 -0
  31. package/src/accounts/constants/Accounts.ts +11 -0
  32. package/src/accounts/hooks/useGetMergeableAccounts.tsx +13 -0
  33. package/src/accounts/hooks/useUiStore.ts +12 -0
  34. package/src/accounts/index.ts +8 -0
  35. package/src/accounts/stores/AccountStore.ts +220 -0
  36. package/src/accounts/stores/UiStore.ts +18 -0
  37. package/src/accounts/stores/__tests__/AccountStore.test.ts +204 -0
  38. package/src/accounts/utils/AccountFields.tsx +248 -0
  39. package/src/accounts/utils/Accounts.ts +28 -0
  40. package/src/accounts/utils/__tests__/AccountFieldsUtils.test.tsx +215 -0
  41. package/src/accounts/utils/__tests__/AccountsUtils.test.tsx +104 -0
  42. package/src/accounts/utils/getConnectionMessages.tsx +198 -0
  43. package/src/accounts/utils/index.ts +1 -0
  44. package/src/budgets/BubbleBudgetsMiniWidget.tsx +57 -0
  45. package/src/budgets/BubbleBudgetsWidget.tsx +154 -0
  46. package/src/budgets/__tests__/BubbleBudgetsWidget.test.tsx +40 -0
  47. package/src/budgets/__tests__/BudgetList.test.tsx +38 -0
  48. package/src/budgets/__tests__/BudgetsStore.test.tsx +48 -0
  49. package/src/budgets/__tests__/Overview.test.tsx +38 -0
  50. package/src/budgets/api/BudgetsApi.ts +43 -0
  51. package/src/budgets/api/__mocks__/BudgetsApi.ts +7 -0
  52. package/src/budgets/components/AddBudgets.tsx +50 -0
  53. package/src/budgets/components/BubbleBudgets.tsx +73 -0
  54. package/src/budgets/components/BubbleChart.tsx +50 -0
  55. package/src/budgets/components/BudgetDetailsDrawer.tsx +134 -0
  56. package/src/budgets/components/BudgetList.tsx +50 -0
  57. package/src/budgets/components/Overview.tsx +156 -0
  58. package/src/budgets/components/ZeroState.tsx +23 -0
  59. package/src/budgets/components/addbudget/Header.tsx +59 -0
  60. package/src/budgets/components/addbudget/RecalculateBudgetRow.tsx +53 -0
  61. package/src/budgets/components/addbudget/RecalculateBudgets.tsx +69 -0
  62. package/src/budgets/components/addbudget/UnbudgetedRow.tsx +57 -0
  63. package/src/budgets/components/bubblechart/Bubble.tsx +148 -0
  64. package/src/budgets/components/bubblechart/Mercury.tsx +57 -0
  65. package/src/budgets/components/budgetdetails/AddSubBudget.tsx +111 -0
  66. package/src/budgets/components/budgetdetails/BudgetDetails.tsx +93 -0
  67. package/src/budgets/components/budgetdetails/Header.tsx +48 -0
  68. package/src/budgets/components/budgetdetails/SubBudgetList.tsx +148 -0
  69. package/src/budgets/components/budgetlist/BudgetRow.tsx +63 -0
  70. package/src/budgets/components/budgetlist/SubBudgetRow.tsx +64 -0
  71. package/src/budgets/components/budgetlist/SubBudgetZeroState.tsx +22 -0
  72. package/src/budgets/components/shared/BudgetAmount.tsx +54 -0
  73. package/src/budgets/index.ts +2 -0
  74. package/src/budgets/store/BudgetsStore.ts +183 -0
  75. package/src/budgets/utils/BubblesSVG.ts +142 -0
  76. package/src/budgets/utils/BudgetUtil.ts +140 -0
  77. package/src/cashflow/CashflowMiniWidget.tsx +25 -0
  78. package/src/cashflow/CashflowOnboarding.tsx +298 -0
  79. package/src/cashflow/CashflowWidget.tsx +111 -0
  80. package/src/cashflow/api/CashflowApi.ts +62 -0
  81. package/src/cashflow/api/__mocks__/CashflowApi.ts +15 -0
  82. package/src/cashflow/components/CashflowAmountHeading.tsx +46 -0
  83. package/src/cashflow/components/CashflowContent.tsx +63 -0
  84. package/src/cashflow/components/CashflowHeading.tsx +172 -0
  85. package/src/cashflow/components/CashflowWidgetContent.tsx +225 -0
  86. package/src/cashflow/components/DetailsExpenseHeader.tsx +47 -0
  87. package/src/cashflow/components/DetailsExpenseRow.tsx +46 -0
  88. package/src/cashflow/components/DetailsFooter.tsx +28 -0
  89. package/src/cashflow/components/DetailsTab.tsx +128 -0
  90. package/src/cashflow/components/RemainingCash.tsx +44 -0
  91. package/src/cashflow/components/SummaryTab.tsx +247 -0
  92. package/src/cashflow/components/onboarding/StepOne.tsx +90 -0
  93. package/src/cashflow/components/onboarding/StepTwo.tsx +23 -0
  94. package/src/cashflow/context/hooks.tsx +12 -0
  95. package/src/cashflow/images/cashflow-onboarding.png +0 -0
  96. package/src/cashflow/images/loading-animation.gif +0 -0
  97. package/src/cashflow/index.ts +5 -0
  98. package/src/cashflow/stores/CashflowStore.ts +26 -0
  99. package/src/cashflow/stores/UiStore.ts +48 -0
  100. package/src/cashflow/stores/__tests__/CashflowStore.test.ts +16 -0
  101. package/src/cashflow/util/Filters.ts +15 -0
  102. package/src/categories/components/CategoryList.tsx +64 -0
  103. package/src/categories/components/CategoryRow.tsx +68 -0
  104. package/src/categories/components/CategorySelector.tsx +80 -0
  105. package/src/categories/components/CategorySelectorDrawer.tsx +41 -0
  106. package/src/categories/components/CustomCategories/AddSubcategory.tsx +65 -0
  107. package/src/categories/components/CustomCategories/CustomCategoryModal.tsx +99 -0
  108. package/src/categories/components/CustomCategories/DeleteSubcategory.tsx +49 -0
  109. package/src/categories/components/CustomCategories/RenameSubcategory.tsx +48 -0
  110. package/src/categories/components/CustomCategories/index.ts +4 -0
  111. package/src/categories/components/SubcategoryList.tsx +47 -0
  112. package/src/categories/components/SubcategoryRow.tsx +123 -0
  113. package/src/categories/constants/Analytics.ts +89 -0
  114. package/src/categories/constants/OnClickEvents.ts +13 -0
  115. package/src/categories/context/hooks.ts +12 -0
  116. package/src/categories/index.ts +5 -0
  117. package/src/categories/stores/CategoryStore.ts +184 -0
  118. package/src/categories/stores/UiStore.ts +36 -0
  119. package/src/categories/stores/__tests__/CategoryStore.test.ts +54 -0
  120. package/src/categories/util/CategoryUtil.ts +136 -0
  121. package/src/common/api/AnalyticsApi.ts +49 -0
  122. package/src/common/api/BeatApi.ts +32 -0
  123. package/src/common/api/CategoryApi.ts +52 -0
  124. package/src/common/api/GlobalCopyApi.ts +17 -0
  125. package/src/common/api/LocalizedCopyApi.ts +21 -0
  126. package/src/common/api/NotificationApi.ts +40 -0
  127. package/src/common/api/ScheduledPaymentsApi.ts +37 -0
  128. package/src/common/api/UserApi.ts +23 -0
  129. package/src/common/api/WidgetApi.ts +15 -0
  130. package/src/common/api/__mocks__/BeatApi.ts +8 -0
  131. package/src/common/api/__mocks__/CategoryApi.ts +15 -0
  132. package/src/common/api/__mocks__/GlobalCopyApi.ts +7 -0
  133. package/src/common/api/__mocks__/NotificationApi.ts +11 -0
  134. package/src/common/api/__mocks__/ScheduledPaymentsApi.ts +7 -0
  135. package/src/common/api/__mocks__/UserApi.ts +9 -0
  136. package/src/common/api/__mocks__/WidgetApi.ts +11 -0
  137. package/src/common/api/index.ts +9 -0
  138. package/src/common/components/ConnectDrawer.tsx +87 -0
  139. package/src/common/components/CurrencyInput.tsx +147 -0
  140. package/src/common/components/CurrencyText.tsx +44 -0
  141. package/src/common/components/DataRow.tsx +52 -0
  142. package/src/common/components/IconBacking.tsx +41 -0
  143. package/src/common/components/InformationTooltip.tsx +52 -0
  144. package/src/common/components/ListItemWrapper.tsx +49 -0
  145. package/src/common/components/Loader.tsx +24 -0
  146. package/src/common/components/MiniWidgetContainer.tsx +64 -0
  147. package/src/common/components/ResponsiveButton.tsx +65 -0
  148. package/src/common/components/SearchBox.tsx +64 -0
  149. package/src/common/components/SelectionBox.tsx +64 -0
  150. package/src/common/components/SubheaderRow.tsx +22 -0
  151. package/src/common/components/TabContentContainer.tsx +28 -0
  152. package/src/common/components/WidgetContainer.tsx +239 -0
  153. package/src/common/components/accountfilter/AccountFilter.tsx +133 -0
  154. package/src/common/components/accountfilter/AccountFilterOptions.tsx +263 -0
  155. package/src/common/components/accountfilter/index.ts +1 -0
  156. package/src/common/components/barchart/Bar.tsx +123 -0
  157. package/src/common/components/barchart/BarChart.tsx +136 -0
  158. package/src/common/components/barchart/BarColumn.tsx +150 -0
  159. package/src/common/components/barchart/Legend.tsx +60 -0
  160. package/src/common/components/barchart/Util.ts +54 -0
  161. package/src/common/components/barchart/__tests__/BarChart.test.tsx +46 -0
  162. package/src/common/components/barchart/index.ts +1 -0
  163. package/src/common/components/calendar/Calendar.tsx +223 -0
  164. package/src/common/components/calendar/Day.tsx +127 -0
  165. package/src/common/components/calendar/Header.tsx +58 -0
  166. package/src/common/components/calendar/__tests__/Calendar.test.tsx +50 -0
  167. package/src/common/components/calendar/index.ts +1 -0
  168. package/src/common/components/calendar/upcomingActivity/CalendarIcons.tsx +40 -0
  169. package/src/common/components/charts/Donut.tsx +82 -0
  170. package/src/common/components/charts/LineChart.tsx +204 -0
  171. package/src/common/components/charts/StackedLineChart.tsx +292 -0
  172. package/src/common/components/charts/StatusBar.tsx +41 -0
  173. package/src/common/components/charts/index.ts +4 -0
  174. package/src/common/components/charts/linechart/CustomLegend.tsx +49 -0
  175. package/src/common/components/charts/linechart/CustomLine.tsx +31 -0
  176. package/src/common/components/charts/linechart/CustomMark.tsx +68 -0
  177. package/src/common/components/charts/stackedlinechart/CategoryIconLabel.tsx +29 -0
  178. package/src/common/components/charts/stackedlinechart/CustomAreaTooltip.tsx +115 -0
  179. package/src/common/components/charts/stackedlinechart/CustomLegend.tsx +73 -0
  180. package/src/common/components/charts/stackedlinechart/CustomPointTooltip.tsx +41 -0
  181. package/src/common/components/charts/stackedlinechart/utils.ts +13 -0
  182. package/src/common/components/daterangeselector/DateRangeSelector.tsx +383 -0
  183. package/src/common/components/daterangeselector/index.ts +1 -0
  184. package/src/common/components/dialog/Dialog.tsx +92 -0
  185. package/src/common/components/dialog/index.ts +1 -0
  186. package/src/common/components/donuts/MultiSegmentDonut.tsx +89 -0
  187. package/src/common/components/donuts/SingleSegmentDonut.tsx +75 -0
  188. package/src/common/components/donuts/index.ts +2 -0
  189. package/src/common/components/drawer/Drawer.tsx +97 -0
  190. package/src/common/components/drawer/Header.tsx +64 -0
  191. package/src/common/components/drawer/index.ts +1 -0
  192. package/src/common/components/index.ts +22 -0
  193. package/src/common/constants/Account.ts +30 -0
  194. package/src/common/constants/Analytics.ts +70 -0
  195. package/src/common/constants/ApiEndpoints.ts +30 -0
  196. package/src/common/constants/Category.ts +302 -0
  197. package/src/common/constants/Connect.ts +2 -0
  198. package/src/common/constants/DateFormats.ts +122 -0
  199. package/src/common/constants/Donut.ts +2 -0
  200. package/src/common/constants/Numbers.ts +6 -0
  201. package/src/common/constants/ScheduledPayment.ts +21 -0
  202. package/src/common/constants/Sizes.ts +7 -0
  203. package/src/common/constants/SpendingPlan.ts +17 -0
  204. package/src/common/constants/Table.ts +13 -0
  205. package/src/common/constants/index.ts +21 -0
  206. package/src/common/context/GlobalDataProvider.tsx +31 -0
  207. package/src/common/context/WidgetContainerProvider.tsx +24 -0
  208. package/src/common/context/__mocks__/GlobalDataProvider.tsx +25 -0
  209. package/src/common/context/hooks.tsx +57 -0
  210. package/src/common/context/index.ts +22 -0
  211. package/src/common/hooks/__tests__/useDimensions.test.tsx +190 -0
  212. package/src/common/hooks/index.ts +3 -0
  213. package/src/common/hooks/useCombineEvents.tsx +53 -0
  214. package/src/common/hooks/useDimensions.tsx +78 -0
  215. package/src/common/hooks/usePrevious.tsx +10 -0
  216. package/src/common/hooks/useScreenSize.tsx +15 -0
  217. package/src/common/index.ts +23 -0
  218. package/src/common/stores/ConnectStore.ts +26 -0
  219. package/src/common/stores/GlobalCopyStore.ts +36 -0
  220. package/src/common/stores/GlobalStore.ts +83 -0
  221. package/src/common/stores/GlobalUiStore.ts +66 -0
  222. package/src/common/stores/UserStore.ts +45 -0
  223. package/src/common/stores/__tests__/GlobalCopyStore.test.ts +23 -0
  224. package/src/common/stores/__tests__/GlobalStore.test.ts +24 -0
  225. package/src/common/stores/index.ts +3 -0
  226. package/src/common/types/Account.ts +406 -0
  227. package/src/common/types/Activity.ts +31 -0
  228. package/src/common/types/Analytics.ts +70 -0
  229. package/src/common/types/Beat.ts +71 -0
  230. package/src/common/types/Budget.ts +29 -0
  231. package/src/common/types/Cashflow.ts +110 -0
  232. package/src/common/types/Category.ts +68 -0
  233. package/src/common/types/Date.ts +2 -0
  234. package/src/common/types/Debt.ts +19 -0
  235. package/src/common/types/Expense.ts +20 -0
  236. package/src/common/types/Global.ts +13 -0
  237. package/src/common/types/GlobalCopy.ts +37 -0
  238. package/src/common/types/Goal.ts +59 -0
  239. package/src/common/types/Institution.ts +11 -0
  240. package/src/common/types/LocalizedContent.ts +9 -0
  241. package/src/common/types/Merchant.ts +6 -0
  242. package/src/common/types/Notification.ts +15 -0
  243. package/src/common/types/ScheduledPayment.ts +15 -0
  244. package/src/common/types/ScreenSize.tsx +4 -0
  245. package/src/common/types/SpendingPlan.ts +48 -0
  246. package/src/common/types/Transaction.ts +91 -0
  247. package/src/common/types/User.ts +20 -0
  248. package/src/common/types/Widgets.ts +11 -0
  249. package/src/common/types/index.ts +93 -0
  250. package/src/common/types/localization/AccountFilterCopy.ts +12 -0
  251. package/src/common/types/localization/AccountTypeCopy.ts +16 -0
  252. package/src/common/types/localization/AccountsCopy.ts +113 -0
  253. package/src/common/types/localization/BudgetsCopy.ts +52 -0
  254. package/src/common/types/localization/CashflowCopy.ts +77 -0
  255. package/src/common/types/localization/CategoryCopy.ts +18 -0
  256. package/src/common/types/localization/CommonCopy.ts +30 -0
  257. package/src/common/types/localization/ConnectCopy.ts +74 -0
  258. package/src/common/types/localization/CurrencyInputCopy.ts +6 -0
  259. package/src/common/types/localization/DateRangePickerCopy.ts +23 -0
  260. package/src/common/types/localization/GoalsCopy.ts +37 -0
  261. package/src/common/types/localization/InsightsFeedCopy.ts +26 -0
  262. package/src/common/types/localization/MicroInsightsCopy.ts +28 -0
  263. package/src/common/types/localization/NetWorthCopy.ts +14 -0
  264. package/src/common/types/localization/NotificationsCopy.ts +7 -0
  265. package/src/common/types/localization/RecurringCopy.ts +76 -0
  266. package/src/common/types/localization/SpendingCopy.ts +16 -0
  267. package/src/common/types/localization/TransactionsCopy.ts +81 -0
  268. package/src/common/types/localization/TrendsCopy.ts +10 -0
  269. package/src/common/types/localization/index.ts +19 -0
  270. package/src/common/utils/AccountFilter.ts +45 -0
  271. package/src/common/utils/Analytics.ts +51 -0
  272. package/src/common/utils/Categories.ts +75 -0
  273. package/src/common/utils/DateUtil.ts +67 -0
  274. package/src/common/utils/Fetch.ts +115 -0
  275. package/src/common/utils/Localization.ts +67 -0
  276. package/src/common/utils/NumberFormatting.ts +65 -0
  277. package/src/common/utils/__tests__/Fetch.test.tsx +34 -0
  278. package/src/common/utils/index.ts +18 -0
  279. package/src/dashboard/Dashboard.tsx +92 -0
  280. package/src/dashboard/Greeting.tsx +75 -0
  281. package/src/dashboard/__tests__/Dashboard.test.tsx +84 -0
  282. package/src/dashboard/constants/Dashboard.ts +4 -0
  283. package/src/dashboard/index.ts +3 -0
  284. package/src/dashboard/types/DashboardTypes.ts +9 -0
  285. package/src/debts/DebtsWidget.tsx +90 -0
  286. package/src/debts/components/DebtsChart.tsx +190 -0
  287. package/src/debts/components/DebtsTable.tsx +209 -0
  288. package/src/debts/components/SnowballCard.tsx +70 -0
  289. package/src/debts/components/SnowballDrawer.tsx +384 -0
  290. package/src/debts/components/debtstable/AccountCell.tsx +25 -0
  291. package/src/debts/components/debtstable/PriorityCell.tsx +46 -0
  292. package/src/debts/index.ts +4 -0
  293. package/src/debts/store/DebtsStore.ts +20 -0
  294. package/src/debts/utils/DebtStore.ts +75 -0
  295. package/src/debts/utils/DebtsWidget.ts +32 -0
  296. package/src/debts/utils/SnowballCard.tsx +48 -0
  297. package/src/goals/GoalsWidget.tsx +128 -0
  298. package/src/goals/api/GoalApi.ts +29 -0
  299. package/src/goals/components/GoalDetails.tsx +240 -0
  300. package/src/goals/components/GoalList.tsx +101 -0
  301. package/src/goals/components/GoalStatusCard.tsx +87 -0
  302. package/src/goals/components/TabTitle.tsx +21 -0
  303. package/src/goals/constants/CopyKeys.ts +29 -0
  304. package/src/goals/index.ts +2 -0
  305. package/src/goals/stores/GoalStore.ts +47 -0
  306. package/src/goals/util/GoalsUtil.ts +61 -0
  307. package/src/index.ts +17 -0
  308. package/src/insights/README.md +16 -0
  309. package/src/insights/contexts/ToastContext.tsx +62 -0
  310. package/src/insights/index.ts +5 -0
  311. package/src/insights/settings/SettingsDrawer.tsx +40 -0
  312. package/src/insights/settings/__tests__/SettingsDrawer.test.tsx +50 -0
  313. package/src/insights/settings/components/PulseSubheaderRow.tsx +34 -0
  314. package/src/insights/settings/components/SettingsItem.tsx +55 -0
  315. package/src/insights/settings/components/Toast.tsx +69 -0
  316. package/src/insights/settings/hiddeninsights/__tests__/HiddenInsightsDrawer.test.tsx +108 -0
  317. package/src/insights/settings/hiddeninsights/__tests__/SubCategoryDrawer.test.tsx +150 -0
  318. package/src/insights/settings/hiddeninsights/components/CategoryEmptyState.tsx +50 -0
  319. package/src/insights/settings/hiddeninsights/components/HiddenInsightsDrawer.tsx +222 -0
  320. package/src/insights/settings/hiddeninsights/components/HiddenInsightsDrawerWrapper.tsx +24 -0
  321. package/src/insights/settings/hiddeninsights/components/SubCategoryDrawer.tsx +256 -0
  322. package/src/insights/settings/hiddeninsights/images/no-insights.png +0 -0
  323. package/src/insights/settings/hiddeninsights/types/index.ts +74 -0
  324. package/src/insights/settings/manageaccounts/__tests__/AccountGroup.test.tsx +92 -0
  325. package/src/insights/settings/manageaccounts/__tests__/ManageAccountsDrawer.test.tsx +83 -0
  326. package/src/insights/settings/manageaccounts/components/AccountGroup.tsx +109 -0
  327. package/src/insights/settings/manageaccounts/components/ManageAccountsDrawer.tsx +63 -0
  328. package/src/insights/settings/manageaccounts/types/index.ts +13 -0
  329. package/src/insights/settings/types/index.ts +4 -0
  330. package/src/insights/store/BeatStore.ts +25 -0
  331. package/src/insights/utils/beatTemplateCategories.ts +103 -0
  332. package/src/merchants/api/MerchantApi.ts +33 -0
  333. package/src/merchants/components/MerchantLookup.tsx +117 -0
  334. package/src/merchants/index.ts +2 -0
  335. package/src/merchants/stores/MerchantStore.ts +42 -0
  336. package/src/microinsights/analytics.ts +31 -0
  337. package/src/microinsights/components/beatCard/BeatCard.tsx +124 -0
  338. package/src/microinsights/components/beaticons/BeatCategoryIcon.tsx +20 -0
  339. package/src/microinsights/components/beaticons/BeatIcon.tsx +45 -0
  340. package/src/microinsights/components/beaticons/BeatMerchantLogo.tsx +33 -0
  341. package/src/microinsights/components/beaticons/ChartFilledIcon.tsx +37 -0
  342. package/src/microinsights/components/beaticons/MonthlySpendComparisonIcon.tsx +30 -0
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  344. package/src/microinsights/components/beaticons/index.tsx +7 -0
  345. package/src/microinsights/components/carouselheader/CarouselHeader.tsx +111 -0
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  349. package/src/microinsights/components/microInsightCard/MicroInsightCard.tsx +173 -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
  359. package/src/microinsights/context/hooks.tsx +65 -0
  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
  370. package/src/networth/__tests__/NetWorthList.test.tsx +33 -0
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  379. package/src/networth/stores/NetWorthStore.ts +99 -0
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  381. package/src/networth/types/NetWorth.ts +59 -0
  382. package/src/networth/utils/NetWorthUtils.ts +177 -0
  383. package/src/networth/utils/__tests__/NetWorthUtils.test.ts +198 -0
  384. package/src/notifications/__tests__/NotificationList.test.tsx +67 -0
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  418. package/src/recurringactivity/util/RecurringActivityUtils.ts +40 -0
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  428. package/src/spending/__tests__/SpendingMiniWidget.test.tsx +49 -0
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  440. package/src/transactions/analytics.ts +12 -0
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  442. package/src/transactions/api/__mocks__/TransactionApi.ts +20 -0
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  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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  500. package/src/trends/__tests__/TrendsMiniWidget.test.tsx +35 -0
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  502. package/src/trends/components/TrendsChart.tsx +75 -0
  503. package/src/trends/components/TrendsDrawer.tsx +74 -0
  504. package/src/trends/components/TrendsTable.tsx +161 -0
  505. package/src/trends/components/__tests__/SpendingChart.test.tsx +37 -0
  506. package/src/trends/components/trendstable/AmountCell.tsx +14 -0
  507. package/src/trends/components/trendstable/CategoryCell.tsx +39 -0
  508. package/src/trends/components/trendstable/HeaderCell.tsx +8 -0
  509. package/src/trends/index.ts +2 -0
  510. package/src/trends/mocks.ts +423 -0
  511. package/src/trends/utils/SpendingData.ts +76 -0
  512. package/src/trends/utils/TrendsData.ts +127 -0
  513. package/src/trends/utils/shared.ts +39 -0
@@ -0,0 +1,127 @@
1
+ import { endOfToday } from 'date-fns/endOfToday'
2
+ import { format } from 'date-fns/format'
3
+ import { fromUnixTime } from 'date-fns/fromUnixTime'
4
+ import { getUnixTime } from 'date-fns/getUnixTime'
5
+ import { startOfMonth } from 'date-fns/startOfMonth'
6
+ import { startOfToday } from 'date-fns/startOfToday'
7
+
8
+ import { TABLE_CONST } from '../../common/constants/Table'
9
+ import { DATE_FORMATS_INTL, formatDate, ORDINAL_DATE_FORMAT, Tag, Transaction } from '../../common'
10
+
11
+ import { COLUMN_NAMES } from '../constants/TransactionsTable'
12
+ import { type TransactionFilter } from '../stores/TransactionStore'
13
+
14
+ const UNCATEGORIZED_TERM = 'uncategorized'
15
+
16
+ export const sortAndFilterTransactions = (
17
+ filter: TransactionFilter,
18
+ expandedSplits: string[],
19
+ sortColumn: string,
20
+ sortDirection: string,
21
+ tags: Tag[],
22
+ transactions: Transaction[],
23
+ ) => {
24
+ const filteredTransactions = filterTransactions(filter, tags, transactions)
25
+
26
+ const sortedTransactions = sortTransactions(filteredTransactions, sortColumn, sortDirection)
27
+
28
+ expandedSplits.forEach((guid) => {
29
+ const index = sortedTransactions.findIndex((t) => t.guid === guid)
30
+ const children = transactions.filter((t) => t.parent_guid === guid)
31
+ sortedTransactions.splice(index + 1, 0, ...children)
32
+ })
33
+ return sortedTransactions
34
+ }
35
+
36
+ const filterTransactions = (
37
+ filter: TransactionFilter,
38
+ tags: Tag[],
39
+ transactions: Transaction[],
40
+ ) => {
41
+ const {
42
+ accounts = [],
43
+ dateRange = { start: startOfMonth(startOfToday()), end: endOfToday() },
44
+ custom = () => true,
45
+ searchTerm: searchFilter = '',
46
+ } = filter
47
+
48
+ return (
49
+ transactions
50
+ // Filters out Split transaction children
51
+ .filter((t) => !t.parent_guid)
52
+ // Filter for selected accounts
53
+ .filter((t) => Boolean(accounts.find((guid) => guid === t.account_guid)))
54
+ // Filter for Date Range
55
+ .filter((t) => t.date > getUnixTime(dateRange.start) && t.date < getUnixTime(dateRange.end))
56
+ // Custom filter
57
+ .filter(custom)
58
+ // Search filter
59
+ .filter((transaction) => {
60
+ // Don't return uncategorized split transactions
61
+ if (searchFilter === UNCATEGORIZED_TERM && transaction.has_been_split) {
62
+ return false
63
+ }
64
+
65
+ // Split check - When searching for "Splits" and transaction is a split or is a parent of a split(s)
66
+ const splitPattern = /^spl/i
67
+ if (
68
+ splitPattern.test(searchFilter) &&
69
+ (transaction.has_been_split || Boolean(transaction.parent_guid))
70
+ ) {
71
+ return true
72
+ }
73
+
74
+ // Check transactions tags
75
+ const isTagIncludedInSearch = transaction.tags.some((guid) =>
76
+ isIncludedInSearch(searchFilter, tags.find((tag) => tag.guid === guid)?.name),
77
+ )
78
+
79
+ const date = fromUnixTime(transaction.date)
80
+ return (
81
+ isIncludedInSearch(searchFilter, transaction.payee) ||
82
+ isIncludedInSearch(searchFilter, transaction.feed_description) ||
83
+ isIncludedInSearch(searchFilter, transaction.category) ||
84
+ isIncludedInSearch(searchFilter, formatDate(date, DATE_FORMATS_INTL.MONTH)) ||
85
+ isIncludedInSearch(searchFilter, formatDate(date, DATE_FORMATS_INTL.DAY)) ||
86
+ isIncludedInSearch(searchFilter, formatDate(date, DATE_FORMATS_INTL.FULL_MONTH_DAY)) ||
87
+ isIncludedInSearch(searchFilter, formatDate(date, DATE_FORMATS_INTL.MONTH_DAY_YEAR)) ||
88
+ isIncludedInSearch(searchFilter, format(date, ORDINAL_DATE_FORMAT)) ||
89
+ isIncludedInSearch(searchFilter, transaction.account) ||
90
+ isIncludedInSearch(searchFilter, `${transaction.amount}`) ||
91
+ isIncludedInSearch(searchFilter, transaction.memo) ||
92
+ isTagIncludedInSearch
93
+ )
94
+ })
95
+ )
96
+ }
97
+
98
+ const sortTransactions = (
99
+ transactions: Transaction[],
100
+ sortColumn: string,
101
+ sortDirection: string,
102
+ ) => {
103
+ return [...transactions].sort((a: Transaction, b: Transaction) => {
104
+ const column = sortColumn as keyof Transaction
105
+ const sortCompare = (a[column] || '') > (b[column] || '')
106
+
107
+ let sortASC = sortCompare ? -1 : 1
108
+ let sortDESC = sortCompare ? 1 : -1
109
+
110
+ if (sortColumn === COLUMN_NAMES.DATE || sortColumn === COLUMN_NAMES.AMOUNT) {
111
+ sortASC = sortCompare ? 1 : -1
112
+ sortDESC = sortCompare ? -1 : 1
113
+ }
114
+
115
+ return sortDirection === TABLE_CONST.ASC ? sortASC : sortDESC
116
+ })
117
+ }
118
+
119
+ /**
120
+ * Determines if a value is included within the terms set in the search bar
121
+ */
122
+ const isIncludedInSearch = (searchFilter: string, value: string | null | undefined) => {
123
+ const lowerCasedTerms = searchFilter.toLowerCase().split(' ')
124
+ const lowerCasedValue = value?.toString().toLowerCase() ?? ''
125
+
126
+ return lowerCasedTerms.every((filter) => lowerCasedValue.indexOf(filter) > -1)
127
+ }
@@ -0,0 +1,286 @@
1
+ /* eslint-disable @typescript-eslint/no-unused-vars */
2
+ import React from 'react'
3
+ import { observer } from 'mobx-react-lite'
4
+ import { useTheme } from '@mui/material/styles'
5
+
6
+ import { DateRange } from '@mui/x-date-pickers-pro'
7
+ import { Icon, Text } from '@kyper/mui'
8
+ import Box from '@mui/material/Box'
9
+ import Stack from '@mui/material/Stack'
10
+ import Button from '@mui/material/Button'
11
+ import ToggleButton from '@mui/material/ToggleButton'
12
+ import ToggleButtonGroup from '@mui/material/ToggleButtonGroup'
13
+
14
+ import { endOfMonth } from 'date-fns/endOfMonth'
15
+ import { subMonths } from 'date-fns/subMonths'
16
+ import { addSeconds } from 'date-fns/addSeconds'
17
+ import { differenceInCalendarMonths } from 'date-fns/differenceInCalendarMonths'
18
+
19
+ import {
20
+ ANALYTICS_EVENTS,
21
+ DATE_FORMATS_INTL,
22
+ Loader,
23
+ StackedLineChart,
24
+ WidgetContainer,
25
+ WidgetProps,
26
+ formatDate,
27
+ useAccountStore,
28
+ useEvent,
29
+ useCategoryStore,
30
+ useGlobalCopyStore,
31
+ useGlobalUiStore,
32
+ useScreenSize,
33
+ useTransactionStore,
34
+ } from '../common'
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 = {
43
+ view_transactions: 'View Transactions',
44
+ }
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()
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')
61
+ const [selectedCategory, setSelectedCategory] = React.useState('')
62
+ // NOTE: does this date range need to be adjusted bidirectionally?
63
+ const [selectedDateRange, setSelectedDateRange] = React.useState({
64
+ start: addSeconds(endOfMonth(subMonths(new Date(), 6)), 1),
65
+ end: endOfMonth(new Date()),
66
+ })
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)