@mx-cartographer/experiences 6.1.0-alpha.al8 → 6.1.0-alpha.bb1

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Files changed (42) hide show
  1. package/CHANGELOG.md +0 -9
  2. package/dist/budgets/api/BudgetsApi.d.ts +1 -0
  3. package/dist/budgets/components/BubbleBudgets.d.ts +0 -1
  4. package/dist/budgets/store/BudgetsStore.d.ts +1 -4
  5. package/dist/common/components/EmptyState.d.ts +2 -6
  6. package/dist/common/components/MiniWidgetContainer.d.ts +0 -2
  7. package/dist/common/constants/Analytics.d.ts +0 -1
  8. package/dist/common/constants/ApiEndpoints.d.ts +1 -1
  9. package/dist/common/context/hooks.d.ts +1 -1
  10. package/dist/common/context/index.d.ts +1 -1
  11. package/dist/common/stores/GlobalStore.d.ts +2 -2
  12. package/dist/common/types/Analytics.d.ts +0 -2
  13. package/dist/common/types/AppData.d.ts +0 -2
  14. package/dist/common/types/RepeatingTransaction.d.ts +50 -0
  15. package/dist/common/types/Transaction.d.ts +1 -0
  16. package/dist/common/types/index.d.ts +2 -1
  17. package/dist/common/types/localization/BudgetsCopy.d.ts +0 -13
  18. package/dist/index.d.ts +0 -1
  19. package/dist/index.es.js +5135 -5144
  20. package/dist/index.es.js.map +1 -1
  21. package/dist/recurringtransactions/RecurringTransactionsWidget.d.ts +4 -0
  22. package/dist/recurringtransactions/api/RepeatingTransactionsApi.d.ts +9 -0
  23. package/dist/recurringtransactions/components/ActivityBadges.d.ts +16 -0
  24. package/dist/recurringtransactions/components/ActivityDetails.d.ts +8 -0
  25. package/dist/recurringtransactions/components/ActivityList.d.ts +14 -0
  26. package/dist/recurringtransactions/components/ActivityRow.d.ts +9 -0
  27. package/dist/recurringtransactions/components/RecurringStatus.d.ts +12 -0
  28. package/dist/recurringtransactions/components/RecurringTransactions.d.ts +1 -0
  29. package/dist/recurringtransactions/components/activitycalendar/ActivityCalendar.d.ts +4 -0
  30. package/dist/recurringtransactions/components/activitycalendar/ActivityDay.d.ts +4 -0
  31. package/dist/recurringtransactions/components/activitycalendar/Legend.d.ts +4 -0
  32. package/dist/recurringtransactions/index.d.ts +1 -0
  33. package/dist/recurringtransactions/stores/RecurringTransactionsStore.d.ts +33 -0
  34. package/dist/recurringtransactions/util/RecurringTransactions.d.ts +11 -0
  35. package/dist/transactions/stores/TransactionStore.d.ts +1 -0
  36. package/dist/transactions/utils/buildDetailedTransactions.d.ts +1 -0
  37. package/package.json +1 -1
  38. package/dist/analytics/SurveyMiniWidget.d.ts +0 -9
  39. package/dist/budgets/components/BudgetsEmptyState.d.ts +0 -7
  40. package/dist/common/types/Holding.d.ts +0 -39
  41. package/dist/investments/api/HoldingApi.d.ts +0 -6
  42. package/dist/investments/stores/HoldingStore.d.ts +0 -10
package/CHANGELOG.md CHANGED
@@ -1,12 +1,3 @@
1
- ## [6.0.18] - 05-12-2025
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-
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- - **ADDED** - EmptyState for Budgets Component.
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-
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- ## [6.0.17] - 05-12-2025
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-
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- - **ADDED** - Holdings Api Integration
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- - **ADDED** - Holdings GlobalStore Implementation
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-
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  ## [6.0.16] - 05-09-2025
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2
 
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  - **ADDED** - Initial Investments layout
@@ -4,6 +4,7 @@ export declare class BudgetsApi {
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  constructor(endpoint: string, token: string);
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  addBudget: (category: Category, amount: number, parentGuid?: string | null) => Promise<any>;
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  deleteBudget: (guid: string) => Promise<any>;
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+ generateBudgets: () => Promise<any>;
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  getBudgets: () => Promise<any>;
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  updateBudget: (budget: Budget) => Promise<any>;
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  }
@@ -1,6 +1,5 @@
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  import { default as React } from 'react';
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  interface BubbleBudgetsProps {
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- createBudgetOnClick?: () => void;
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  height: number;
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  isDraggable?: boolean;
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  shouldShowZeroState: boolean;
@@ -28,9 +28,6 @@ export declare class BudgetsStore {
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  * Recalculate budget by using the average amount from top-level categories
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  * @param categories Detailed categories
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  */
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- recalculateBudgets: (categories: DetailedCategory[]) => Promise<{
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- data: Budget[];
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- isSuccess: boolean;
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- }>;
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+ recalculateBudgets: (categories: DetailedCategory[]) => Promise<void>;
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  updateBudget: (budget: Budget) => Promise<void>;
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  }
@@ -1,14 +1,10 @@
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  import { default as React } from 'react';
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- import { SxProps } from '@mui/material/styles';
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  interface EmptyWidgetProps {
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- iconColor?: string;
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+ buttonText: string;
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  header: string;
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  icon: string;
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- onClick: (buttonType: string) => void;
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- primaryButton: string;
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- secondaryButton?: string;
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+ onClick: () => void;
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  subText: string;
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- sx?: SxProps;
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  }
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  export declare const EmptyState: React.FC<EmptyWidgetProps>;
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  export {};
@@ -2,10 +2,8 @@ import { default as React } from 'react';
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  import { SxProps } from '@mui/material/styles';
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  interface CardContainerProps {
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  className?: string;
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- onClose?: () => void;
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  onPrimaryCtaClick?: () => void;
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  primaryCtaLabel?: string;
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- showClose?: boolean;
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  subTitle?: string;
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  sx?: SxProps;
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  title?: string;
@@ -34,7 +34,6 @@ export declare const ANALYTICS_EVENTS: {
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  GOALS_CLICK_ADD: string;
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  GOALS_CLICK_FILTER: string;
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  GOALS_VIEW: string;
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- INVESTMENTS: string;
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  NET_WORTH_VIEW: string;
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  NET_WORTH_WIDGET_CLICK_ASSETS_LIABILITIES: string;
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  NET_WORTH_WIDGET_CLICK_FILTER: string;
@@ -14,7 +14,6 @@ export declare const ApiEndpoints: {
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  DEVICES: string;
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  EMAIL_VERIFICATIONS: string;
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  GOALS: string;
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- HOLDINGS: string;
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  INSTITUTIONS: string;
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  LOCALIZED_COPY: string;
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  LOCALIZED_CONTENT: string;
@@ -27,6 +26,7 @@ export declare const ApiEndpoints: {
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  NOTIFICATIONS: string;
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  PHONE_VERIFICATIONS: string;
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  PULSE_COMMUNICATIONS: string;
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+ REPEATING_TRANSACTIONS: string;
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  RETIREMENT_GOALS: string;
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  RETIREMENT_GOAL_ACCOUNTS: string;
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  SCHEDULED_PAYMENTS: string;
@@ -11,11 +11,11 @@ export declare const useGlobalUiStore: () => import('../stores/GlobalUiStore').G
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  export declare const useGlobalCopyStore: () => import('..').GlobalCopy;
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  export declare const useGoalStore: () => import('../..').GoalStore;
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  export declare const useHelpStore: () => import('../../help/store/HelpStore').HelpStore;
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- export declare const useHoldingStore: () => import('../../investments/stores/HoldingStore').HoldingStore;
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  export declare const useMerchantStore: () => import('../..').MerchantStore;
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  export declare const useNetWorthStore: () => import('../..').NetWorthStore;
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  export declare const useNotificationStore: () => import('../..').NotificationStore;
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  export declare const useRecurringActivityStore: () => import('../..').RecurringActivityStore;
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+ export declare const useRecurringTransactionsStore: () => import('../../recurringtransactions/stores/RecurringTransactionsStore').RecurringTransactionsStore;
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  export declare const useSettingsStore: () => import('../..').SettingsStore;
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  export declare const useTransactionStore: () => import('../..').TransactionStore;
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  export declare const useUserStore: () => import('..').UserStore;
@@ -1,3 +1,3 @@
1
- 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';
1
+ export { useAccountStore, useAppConfig, useBudgetsStore, useCashflowStore, useCategoryStore, useDebtStore, useEvent, useGlobalStore, useGlobalUiStore, useGlobalCopyStore, useGoalStore, useHelpStore, useMerchantStore, useNetWorthStore, useNotificationStore, usePageView, useRecurringActivityStore, useRecurringTransactionsStore, useSettingsStore, useTransactionStore, useUserStore, useWidgetContainerProvider, } from './hooks';
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  export { GlobalDataContext, GlobalDataProvider } from './GlobalDataProvider';
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  export { WidgetContainerContext, WidgetContainerProvider } from './WidgetContainerProvider';
@@ -6,13 +6,13 @@ import { CategoryStore } from '../../categories';
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  import { DebtsStore } from '../../debts';
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  import { GoalStore } from '../../goals';
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  import { HelpStore } from '../../help/store/HelpStore';
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- import { HoldingStore } from '../../investments/stores/HoldingStore';
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  import { MerchantStore } from '../../merchants';
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  import { NetWorthStore } from '../../networth';
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  import { NotificationStore } from '../../notifications';
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  import { RecurringActivityStore } from '../../recurringactivity';
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  import { SettingsStore } from '../../settings';
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  import { TransactionStore } from '../../transactions';
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+ import { RecurringTransactionsStore } from '../../recurringtransactions/stores/RecurringTransactionsStore';
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  import { AppDataStore } from './AppDataStore';
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  import { ConnectStore } from './ConnectStore';
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  import { GlobalCopyStore } from './GlobalCopyStore';
@@ -34,10 +34,10 @@ export declare class GlobalStore {
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  debtsStore: DebtsStore;
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  goalStore: GoalStore;
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  helpStore: HelpStore;
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- holdingStore: HoldingStore;
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  merchantStore: MerchantStore;
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  netWorthStore: NetWorthStore;
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  notificationStore: NotificationStore;
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+ recurringTransactionsStore: RecurringTransactionsStore;
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  recurringActivityStore: RecurringActivityStore;
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  settingsStore: SettingsStore;
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  transactionStore: TransactionStore;
@@ -1,5 +1,4 @@
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  import { analyticsSession } from '../utils/Analytics';
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- import { BasicSurveyQuestion, RatingSurveyQuestion } from 'posthog-js';
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  export type AnalyticsEvent = {
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  analytics_event: {
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  action: string;
@@ -49,4 +48,3 @@ export interface AnalyticsPageviewObjectType extends BasicAnalyticsPageview {
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  path: string;
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  value: string;
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  }
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- export type SurveyQuestion = RatingSurveyQuestion | BasicSurveyQuestion;
@@ -43,8 +43,6 @@ export interface Config {
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  dashboard_insights_location: number;
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  dashboard_spending_index: number;
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  dashboard_spending_location: number;
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- dashboard_survey_index: number;
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- dashboard_survey_location: number;
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  dashboard_trends_index: number;
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  dashboard_trends_location: number;
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  display_account_number_in_accounts: boolean;
@@ -0,0 +1,50 @@
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+ import { Account } from './Account';
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+ import { Transaction, TransactionType } from './Transaction';
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+ export declare enum RecurrenceType {
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+ Unknown = 0,
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+ EveryWeek = 1,
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+ EveryOtherWeek = 2,
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+ EveryMonth = 3,
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+ EveryOtherMonth = 4,
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+ EveryQuarter = 5,
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+ EveryOtherQuarter = 6,
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+ EveryYear = 7
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+ }
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+ export declare enum RecurrenceStatus {
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+ Paid = 0,
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+ Missed = 1,
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+ Upcoming = 2
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+ }
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+ export declare enum RepeatingType {
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+ Unknown = 0,
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+ Subscription = 1,
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+ Bill = 2,
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+ Income = 3,
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+ Transfer = 4
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+ }
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+ export interface RepeatingTransaction {
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+ guid: string;
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+ account_guid: string;
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+ member_guid: string;
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+ merchant_guid: string;
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+ user_guid: string;
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+ description: string;
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+ amount: number;
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+ predicted_occurs_on: string;
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+ transaction_type: TransactionType;
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+ recurrence_type: RecurrenceType;
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+ recurrence_day: number;
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+ repeating_transaction_type: RepeatingType;
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+ account?: Account;
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+ transactions: Transaction[];
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+ }
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+ export interface Activity {
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+ amount: number;
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+ categoryGuid?: string;
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+ expectedDate: Date;
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+ institutionGuid?: string;
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+ institutionName: string;
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+ repeatingTransaction: RepeatingTransaction;
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+ status: RecurrenceStatus;
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+ transaction?: Transaction;
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+ }
@@ -37,6 +37,7 @@ export interface Transaction {
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  posted_date?: number | null;
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  reference?: string | null;
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  revision: number;
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+ repeating_transaction_guid?: string | null;
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  scheduled_payment_guid?: string | null;
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  top_level_category_guid?: string;
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  transaction_type: TransactionType;
@@ -29,4 +29,5 @@ export { TransactionStatus, TransactionType } from './Transaction';
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  export type { Device, User, UserCommunicationProfile, UserFeature, UserProfile } from './User';
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  export { ScreenSize } from './ScreenSize';
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  export type { MiniWidgetProps, WidgetProps } from './Widgets';
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- export type { Holding } from './Holding';
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+ export { RecurrenceType, RepeatingType } from './RepeatingTransaction';
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+ export type { RepeatingTransaction } from './RepeatingTransaction';
@@ -1,5 +1,4 @@
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  export interface BudgetsCopy {
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- add_budgets_button: string;
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  add_description_bottom: string;
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  add_description_top: string;
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  add_label: string;
@@ -13,15 +12,11 @@ export interface BudgetsCopy {
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  alert_budget_updated: string;
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  alert_csv_downloaded: string;
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  alert_recalculated_budgets: string;
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- autogenerate_budgets_error_header: string;
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- autogenerate_budgets_error_subheader: string;
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- autogenerate_budgets_error_primary_button: string;
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  budget_categories_title: string;
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  budget_remaining_left: string;
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  budget_remaining_over: string;
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  budgeted: string;
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  budgets_title: string;
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- create_budgets_title: string;
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  delete_description: string;
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  delete_title: string;
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  details_cta: string;
@@ -33,9 +28,6 @@ export interface BudgetsCopy {
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  details_transaction_drawer: string;
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  details_transactions_tab: string;
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  edit_save_button: string;
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- empty_state_subheader: string;
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- empty_state_primary_button: string;
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- empty_state_secondary_button: string;
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  get_started_cta: string;
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  income_description: string;
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  income_title: string;
@@ -53,12 +45,7 @@ export interface BudgetsCopy {
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  remaining: string;
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  spending_description: string;
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  spending_title: string;
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- zero_state_budget_list_text: string;
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  zero_state_description: string;
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- zero_state_generate_budgets_header: string;
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- zero_state_generate_budgets_primary_button: string;
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- zero_state_generate_budgets_secondary_button: string;
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- zero_state_generate_budgets_subheader: string;
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  zero_state_title: string;
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  zero_state_no_sub_budgets: string;
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  zero_state_no_sub_budgets_description: string;
package/dist/index.d.ts CHANGED
@@ -1,5 +1,4 @@
1
1
  export * from './accounts';
2
- export { default as SurveyMiniWidget } from './analytics/SurveyMiniWidget';
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2
  export * from './budgets';
4
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  export * from './cashflow';
5
4
  export * from './categories';