@mx-cartographer/experiences 6.0.17-alpha-ram7-error-budgets-empty-state → 6.0.18-alpha-ram1

package/CHANGELOG.md

@@ -1,7 +1,12 @@
-## [6.0.17] - 05-09-2025
+## [6.0.18] - 05-12-2025
 
 - **ADDED** - EmptyState for Budgets Component.
 
+## [6.0.17] - 05-12-2025
+
+- **ADDED** - Holdings Api Integration
+- **ADDED** - Holdings GlobalStore Implementation
+
 ## [6.0.16] - 05-09-2025
 
 - **ADDED** - Initial Investments layout

package/dist/common/constants/Analytics.d.ts

@@ -34,6 +34,7 @@ export declare const ANALYTICS_EVENTS: {
     GOALS_CLICK_ADD: string;
     GOALS_CLICK_FILTER: string;
     GOALS_VIEW: string;
+    INVESTMENTS: string;
     NET_WORTH_VIEW: string;
     NET_WORTH_WIDGET_CLICK_ASSETS_LIABILITIES: string;
     NET_WORTH_WIDGET_CLICK_FILTER: string;

package/dist/common/constants/ApiEndpoints.d.ts

@@ -14,6 +14,7 @@ export declare const ApiEndpoints: {
     DEVICES: string;
     EMAIL_VERIFICATIONS: string;
     GOALS: string;
+    HOLDINGS: string;
     INSTITUTIONS: string;
     LOCALIZED_COPY: string;
     LOCALIZED_CONTENT: string;

package/dist/common/context/hooks.d.ts

@@ -11,6 +11,7 @@ export declare const useGlobalUiStore: () => import('../stores/GlobalUiStore').G
 export declare const useGlobalCopyStore: () => import('..').GlobalCopy;
 export declare const useGoalStore: () => import('../..').GoalStore;
 export declare const useHelpStore: () => import('../../help/store/HelpStore').HelpStore;
+export declare const useHoldingStore: () => import('../../investments/stores/HoldingStore').HoldingStore;
 export declare const useMerchantStore: () => import('../..').MerchantStore;
 export declare const useNetWorthStore: () => import('../..').NetWorthStore;
 export declare const useNotificationStore: () => import('../..').NotificationStore;

package/dist/common/context/index.d.ts

@@ -1,3 +1,3 @@
-export { useAccountStore, useAppConfig, useBudgetsStore, useCashflowStore, useCategoryStore, useDebtStore, useEvent, useGlobalStore, useGlobalUiStore, useGlobalCopyStore, useGoalStore, useHelpStore, useMerchantStore, useNetWorthStore, useNotificationStore, usePageView, useRecurringActivityStore, useSettingsStore, useTransactionStore, useUserStore, useWidgetContainerProvider, } from './hooks';
+export { useAccountStore, useAppConfig, useBudgetsStore, useCashflowStore, useCategoryStore, useDebtStore, useEvent, useGlobalStore, useGlobalUiStore, useGlobalCopyStore, useGoalStore, useHelpStore, useHoldingStore, useMerchantStore, useNetWorthStore, useNotificationStore, usePageView, useRecurringActivityStore, useSettingsStore, useTransactionStore, useUserStore, useWidgetContainerProvider, } from './hooks';
 export { GlobalDataContext, GlobalDataProvider } from './GlobalDataProvider';
 export { WidgetContainerContext, WidgetContainerProvider } from './WidgetContainerProvider';

package/dist/common/stores/GlobalStore.d.ts

@@ -6,6 +6,7 @@ import { CategoryStore } from '../../categories';
 import { DebtsStore } from '../../debts';
 import { GoalStore } from '../../goals';
 import { HelpStore } from '../../help/store/HelpStore';
+import { HoldingStore } from '../../investments/stores/HoldingStore';
 import { MerchantStore } from '../../merchants';
 import { NetWorthStore } from '../../networth';
 import { NotificationStore } from '../../notifications';
@@ -33,6 +34,7 @@ export declare class GlobalStore {
     debtsStore: DebtsStore;
     goalStore: GoalStore;
     helpStore: HelpStore;
+    holdingStore: HoldingStore;
     merchantStore: MerchantStore;
     netWorthStore: NetWorthStore;
     notificationStore: NotificationStore;

package/dist/common/types/Holding.d.ts

@@ -0,0 +1,39 @@
+export interface Holding {
+    account_guid: string;
+    allocations_cash: number;
+    allocations_convertible: number;
+    allocations_foreign_bond: number;
+    allocations_foreign_stock: number;
+    allocations_other: number;
+    allocations_preferred: number;
+    allocations_unknown: number;
+    allocations_us_bond: number;
+    allocations_us_stock: number;
+    calculated_market_value: number | null;
+    cost_basis: number;
+    cost_basis_set_by: number;
+    daily_change: number;
+    description: string;
+    equity_classification: number;
+    fixed_income_classification: number;
+    guid: string;
+    large_core_weight: number;
+    large_growth_weight: number;
+    large_value_weight: number;
+    market_value: number;
+    metadata: number | string;
+    mid_core_weight: number;
+    mid_growth_weight: number;
+    mid_value_weight: number;
+    purchase_price: number;
+    small_core_weight: number;
+    small_growth_weight: number;
+    small_value_weight: number;
+    shares: number;
+    symbol: string;
+    unknown_weight: number;
+    user_guid: string;
+    cost_basis_updated_at: null | number;
+    cusip: null | number;
+    updated_at: number;
+}

package/dist/common/types/index.d.ts

@@ -29,3 +29,4 @@ export { TransactionStatus, TransactionType } from './Transaction';
 export type { Device, User, UserCommunicationProfile, UserFeature, UserProfile } from './User';
 export { ScreenSize } from './ScreenSize';
 export type { MiniWidgetProps, WidgetProps } from './Widgets';
+export type { Holding } from './Holding';