@mx-cartographer/experiences 6.1.0-alpha.al0 → 6.1.0-alpha.al1

package/CHANGELOG.md

@@ -1,4 +1,33 @@
-## [6.0.11] - 05-65-2025
+## [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
+
+## [6.0.15] - 05-08-2025
+
+- **UPDATED** - `Dashboard` to use updated MXUI breakpoints
+
+## [6.0.14] - 05-08-2025
+
+- **UPDATED** - `useScreenSize` hook to use updated MXUI breakpoints
+
+## [6.0.13] - 05-07-2025
+
+- **UPDATED** - InsightsMicroWidget Messaging Insights posthog events
+
+## [6.0.12] - 05-07-2025
+
+- **UPDATED** - CSS Bug fixes for Goals and Networth empty state scenario
+
+## [6.0.11] - 05-06-2025
 
 - **UPDATED** - Remove barrel imports from InsightsMicroWidget files
 

package/dist/analytics/SurveyMiniWidget.d.ts

@@ -0,0 +1,9 @@
+import { default as React } from 'react';
+import { SurveyQuestion } from '../common/types/Analytics';
+interface SurveyProps {
+    onDismiss: () => void;
+    onSubmit: () => void;
+    surveyQuestions: SurveyQuestion[];
+}
+declare const _default: React.FunctionComponent<SurveyProps>;
+export default _default;

package/dist/budgets/api/BudgetsApi.d.ts

@@ -4,7 +4,6 @@ export declare class BudgetsApi {
     constructor(endpoint: string, token: string);
     addBudget: (category: Category, amount: number, parentGuid?: string | null) => Promise<any>;
     deleteBudget: (guid: string) => Promise<any>;
-    generateBudgets: () => Promise<any>;
     getBudgets: () => Promise<any>;
     updateBudget: (budget: Budget) => Promise<any>;
 }

package/dist/budgets/components/BubbleBudgets.d.ts

@@ -1,5 +1,6 @@
 import { default as React } from 'react';
 interface BubbleBudgetsProps {
+    createBudgetOnClick?: () => void;
     height: number;
     isDraggable?: boolean;
     shouldShowZeroState: boolean;

package/dist/budgets/components/BudgetsEmptyState.d.ts

@@ -0,0 +1,7 @@
+import { default as React } from 'react';
+interface BudgetsEmptyStateProps {
+    onConnectAccountsClick: () => void;
+    createBudgetOnClick: () => void;
+}
+export declare const BudgetsEmptyState: React.FC<BudgetsEmptyStateProps>;
+export {};

package/dist/budgets/store/BudgetsStore.d.ts

@@ -28,6 +28,9 @@ export declare class BudgetsStore {
      * Recalculate budget by using the average amount from top-level categories
      * @param categories Detailed categories
      */
-    recalculateBudgets: (categories: DetailedCategory[]) => Promise<void>;
+    recalculateBudgets: (categories: DetailedCategory[]) => Promise<{
+        data: Budget[];
+        isSuccess: boolean;
+    }>;
     updateBudget: (budget: Budget) => Promise<void>;
 }

package/dist/common/components/EmptyState.d.ts

@@ -1,10 +1,14 @@
 import { default as React } from 'react';
+import { SxProps } from '@mui/material/styles';
 interface EmptyWidgetProps {
-    buttonText: string;
+    iconColor?: string;
     header: string;
     icon: string;
-    onClick: () => void;
+    onClick: (buttonType: string) => void;
+    primaryButton: string;
+    secondaryButton?: string;
     subText: string;
+    sx?: SxProps;
 }
 export declare const EmptyState: React.FC<EmptyWidgetProps>;
 export {};

package/dist/common/components/MiniWidgetContainer.d.ts

@@ -2,8 +2,10 @@ import { default as React } from 'react';
 import { SxProps } from '@mui/material/styles';
 interface CardContainerProps {
     className?: string;
+    onClose?: () => void;
     onPrimaryCtaClick?: () => void;
     primaryCtaLabel?: string;
+    showClose?: boolean;
     subTitle?: string;
     sx?: SxProps;
     title?: string;

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/Analytics.d.ts

@@ -1,4 +1,5 @@
 import { analyticsSession } from '../utils/Analytics';
+import { BasicSurveyQuestion, RatingSurveyQuestion } from 'posthog-js';
 export type AnalyticsEvent = {
     analytics_event: {
         action: string;
@@ -48,19 +49,4 @@ export interface AnalyticsPageviewObjectType extends BasicAnalyticsPageview {
     path: string;
     value: string;
 }
-export interface SurveyQuestion {
-    id: string;
-    type: string;
-    scale?: number;
-    display?: string;
-    optional?: boolean;
-    question: string;
-    buttonText: string;
-    description: string;
-    lowerBoundLabel?: string;
-    upperBoundLabel?: string;
-    descriptionContentType?: string;
-}
-export interface SurveyWidgetProps {
-    surveyQuestions: SurveyQuestion[];
-}
+export type SurveyQuestion = RatingSurveyQuestion | BasicSurveyQuestion;

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

@@ -43,6 +43,8 @@ export interface Config {
     dashboard_insights_location: number;
     dashboard_spending_index: number;
     dashboard_spending_location: number;
+    dashboard_survey_index?: number;
+    dashboard_survey_location?: number;
     dashboard_trends_index: number;
     dashboard_trends_location: number;
     display_account_number_in_accounts: boolean;

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

@@ -1,4 +1,4 @@
-import { AccountsCopy, BudgetsCopy, CashflowCopy, CategoryCopy, CommonCopy, ConnectCopy, DebtsCopy, GoalsCopy, HelpCopy, InsightsFeedCopy, MicroInsightsCopy, NetWorthCopy, NotificationsCopy, RecurringCopy, SettingsCopy, SpendingCopy, TransactionsCopy, TrendsCopy } from './localization';
+import { AccountsCopy, BudgetsCopy, CashflowCopy, CategoryCopy, CommonCopy, ConnectCopy, DebtsCopy, GoalsCopy, HelpCopy, InsightsFeedCopy, InvestmentsCopy, MicroInsightsCopy, NetWorthCopy, NotificationsCopy, RecurringCopy, SettingsCopy, SpendingCopy, TransactionsCopy, TrendsCopy } from './localization';
 export interface GlobalCopy {
     accounts: AccountsCopy;
     budgets: BudgetsCopy;
@@ -10,6 +10,7 @@ export interface GlobalCopy {
     goals: GoalsCopy;
     help: HelpCopy;
     insights_feed: InsightsFeedCopy;
+    investments: InvestmentsCopy;
     micro_insights: MicroInsightsCopy;
     net_worth: NetWorthCopy;
     notifications: NotificationsCopy;

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';

package/dist/common/types/localization/BudgetsCopy.d.ts

@@ -1,4 +1,5 @@
 export interface BudgetsCopy {
+    add_budgets_button: string;
     add_description_bottom: string;
     add_description_top: string;
     add_label: string;
@@ -12,11 +13,15 @@ export interface BudgetsCopy {
     alert_budget_updated: string;
     alert_csv_downloaded: string;
     alert_recalculated_budgets: string;
+    autogenerate_budgets_error_header: string;
+    autogenerate_budgets_error_subheader: string;
+    autogenerate_budgets_error_primary_button: string;
     budget_categories_title: string;
     budget_remaining_left: string;
     budget_remaining_over: string;
     budgeted: string;
     budgets_title: string;
+    create_budgets_title: string;
     delete_description: string;
     delete_title: string;
     details_cta: string;
@@ -28,6 +33,9 @@ export interface BudgetsCopy {
     details_transaction_drawer: string;
     details_transactions_tab: string;
     edit_save_button: string;
+    empty_state_subheader: string;
+    empty_state_primary_button: string;
+    empty_state_secondary_button: string;
     get_started_cta: string;
     income_description: string;
     income_title: string;
@@ -45,7 +53,12 @@ export interface BudgetsCopy {
     remaining: string;
     spending_description: string;
     spending_title: string;
+    zero_state_budget_list_text: string;
     zero_state_description: string;
+    zero_state_generate_budgets_header: string;
+    zero_state_generate_budgets_primary_button: string;
+    zero_state_generate_budgets_secondary_button: string;
+    zero_state_generate_budgets_subheader: string;
     zero_state_title: string;
     zero_state_no_sub_budgets: string;
     zero_state_no_sub_budgets_description: string;

package/dist/common/types/localization/InvestmentsCopy.d.ts

@@ -0,0 +1,6 @@
+export interface InvestmentsCopy {
+    tab_allocation_title: string;
+    tab_analysis_title: string;
+    tab_overview_title: string;
+    title: string;
+}

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

@@ -12,6 +12,7 @@ export type { DebtsCopy } from './DebtsCopy';
 export type { GoalsCopy } from './GoalsCopy';
 export type { HelpCopy } from './HelpCopy';
 export type { InsightsFeedCopy } from './InsightsFeedCopy';
+export type { InvestmentsCopy } from './InvestmentsCopy';
 export type { MicroInsightsCopy } from './MicroInsightsCopy';
 export type { NetWorthCopy } from './NetWorthCopy';
 export type { NotificationsCopy } from './NotificationsCopy';

package/dist/dashboard/Dashboard.d.ts

@@ -1,10 +1,8 @@
 import { default as React } from 'react';
 import { DashboardWidget } from './types/DashboardTypes';
-import { SurveyQuestion } from '../common/types/Analytics';
 export interface DashboardProps {
     widgets: DashboardWidget[];
     isLoading: boolean;
-    surveyQuestions?: SurveyQuestion[];
 }
 declare const _default: React.FunctionComponent<DashboardProps>;
 export default _default;

package/dist/index.d.ts

@@ -1,4 +1,5 @@
 export * from './accounts';
+export { default as SurveyMiniWidget } from './analytics/SurveyMiniWidget';
 export * from './budgets';
 export * from './cashflow';
 export * from './categories';
@@ -7,6 +8,7 @@ export * from './dashboard';
 export * from './debts';
 export * from './goals';
 export * from './help';
+export * from './investments';
 export * from './merchants';
 export * from './microinsights';
 export * from './networth';