@mx-cartographer/experiences 6.25.0-alpha.sms3 → 6.25.0-alpha.sms4

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Files changed (29) hide show
  1. package/CHANGELOG.md +40 -0
  2. package/dist/accounts/stores/AccountStore.d.ts +3 -8
  3. package/dist/categories/stores/CategoryStore.d.ts +0 -3
  4. package/dist/common/components/charts/LineChart.d.ts +7 -0
  5. package/dist/common/components/charts/linechart/CustomLegend.d.ts +3 -1
  6. package/dist/common/components/charts/linechart/CustomMark.d.ts +3 -0
  7. package/dist/common/constants/FinStrong.d.ts +28 -0
  8. package/dist/common/context/hooks.d.ts +1 -0
  9. package/dist/common/context/index.d.ts +1 -1
  10. package/dist/common/stores/GlobalStore.d.ts +1 -1
  11. package/dist/common/types/Client.d.ts +1 -1
  12. package/dist/common/types/Finstrong.d.ts +2 -0
  13. package/dist/common/types/localization/FinstrongCopy.d.ts +48 -1
  14. package/dist/common/types/localization/TrendsCopy.d.ts +12 -0
  15. package/dist/finstrong/components/KeyIndicatorsBorrowTab.d.ts +3 -0
  16. package/dist/finstrong/components/KeyIndicatorsSaveTab.d.ts +3 -0
  17. package/dist/finstrong/components/KeyIndicatorsSpendTab.d.ts +3 -0
  18. package/dist/finstrong/components/KeyIndicatorsTabItem.d.ts +10 -0
  19. package/dist/finstrong/components/KeyIndicatorsTabsWidget.d.ts +3 -0
  20. package/dist/finstrong/components/ManageCreditScore.d.ts +8 -0
  21. package/dist/finstrong/components/ManageDOB.d.ts +6 -0
  22. package/dist/finstrong/components/ProfileDrawer.d.ts +8 -0
  23. package/dist/finstrong/components/ProfileList.d.ts +20 -0
  24. package/dist/finstrong/components/ProfileProgressBar.d.ts +6 -0
  25. package/dist/finstrong/stores/FinstrongStore.d.ts +2 -1
  26. package/dist/index.es.js +6480 -5926
  27. package/dist/index.es.js.map +1 -1
  28. package/dist/transactions/stores/TransactionStore.d.ts +3 -3
  29. package/package.json +1 -4
package/CHANGELOG.md CHANGED
@@ -1,3 +1,43 @@
1
+ ## [6.24.20] - 08-19-2025
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+
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+ - **ADDED** - `FinStrong` | key indicators tab section added
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+
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+ ## [6.24.19] - 08-19-2025
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+
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+ - **ADDED** - `Profile` drawer skeleton with key actions for `Finstrong`
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+
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+ ## [6.24.18] - 08-19-2025
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+
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+ - **UPDATED** - Modified existing LineChart component to support Finstrong requirements.
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+
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+ ## [6.24.17] - 08-18-2025
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+
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+ - **FIXED** - Mini Goals track type null check fix
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+
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+ ## [6.24.16] - 08-15-2025
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+
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+ - **REMOVED** - Manually throwing honey badgers; they should be handled by the app consuming experiences
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+
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+ ## [6.24.15] - 08-15-2025
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+
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+ - **UPDATED** - Remove "" from clientStyleProfile mode type
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+
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+ ## [6.24.14] - 08-14-2025
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+
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+ - **ADDED** - Additional copy for new trends widget
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+
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+ ## [6.24.13] - 08-14-2025
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+
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+ - **UPDATED** - Add 'browser' to clientStyleProfile mode type
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+
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+ ## [6.24.12] - 08-13-2025
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+
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+ - **FIXED** - App bar settings overflow on compact devices
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+
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+ ## [6.24.11] - 08-12-2025
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+
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+ - **FIXED** - Unwanted white space issue in the Budgets widget by updating usage of `detailedBudgets` for consistent filtering
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+
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  ## [6.24.10] - 08-11-2025
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42
 
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  - **ADDED** - Score Rubric Drawer component displaying detailed financial strength scoring information
@@ -9,14 +9,9 @@ export declare class AccountStore {
9
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  members: Member[];
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  uiStore: UiStore;
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  constructor(globalStore: GlobalStore);
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- getAccountData: () => {
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- accounts: Account[];
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- institutions: Institution[];
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- };
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- loadAccountData: ({ accounts, institutions, members }: {
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+ loadAccountData: ({ accounts, institutions, }: {
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  accounts?: Account[];
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  institutions?: Institution[];
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- members?: Member[];
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  }) => Promise<void>;
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  get cashAccounts(): Account[];
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  get cashBalance(): number;
@@ -33,9 +28,9 @@ export declare class AccountStore {
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  get visibleSavingsAccounts(): Account[];
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  addAccount: (account: Account) => Promise<void>;
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  augmentAccounts: (accounts?: Account[]) => Account[];
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- loadAccounts: (accountsOverride?: Account[], members?: Member[]) => Promise<void>;
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+ loadAccounts: (accountsOverride?: Account[]) => Promise<void>;
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  loadInstitutions: (institutionsOverride?: Institution[]) => Promise<void>;
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- loadMembers: (membersOverride?: Member[]) => Promise<void>;
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+ loadMembers: () => Promise<void>;
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  mergeAccounts: (accountGuids: string[]) => Promise<void>;
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  sortAccounts: (accounts?: Account[]) => Account[];
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  refreshAccounts: () => Promise<void>;
@@ -16,9 +16,6 @@ export declare class CategoryStore {
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  get spendCategories(): DetailedCategory[];
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  get transferCategories(): DetailedCategory[];
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  addCategory: (name: string, parentGuid: string) => Promise<void>;
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- getCategoryData: () => {
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- categories: Category[];
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- };
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  loadCategories: (categoriesOverride?: Category[]) => Promise<void>;
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  loadDateRangeCategoryTotals: (accounts: Account[], startDate: Date, endDate: Date) => Promise<void>;
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  loadMonthlyCategoryTotals: (accounts?: Account[], startDate?: Date, endDate?: Date) => Promise<void>;
@@ -3,12 +3,18 @@ import { MarkHandlers } from './linechart/CustomMark';
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  interface LineChartProps {
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  baseline?: string;
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  colors: (string | undefined)[];
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+ curveType?: string;
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  datasets: {
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  x: string;
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  y: number;
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  }[][];
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+ disableXAxis?: boolean;
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  height?: number;
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+ isValuesFormatted?: boolean;
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+ isGraphClippingXAxis?: boolean;
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  labels: string[];
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+ labelBackgroundColor?: string;
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+ labelFontColor?: string;
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  margin?: {
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  top?: number;
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  right?: number;
@@ -21,6 +27,7 @@ interface LineChartProps {
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  showAverage?: boolean;
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  showBars?: boolean;
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  showMarkLabel?: boolean;
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+ title?: string;
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  useCustomMark?: boolean;
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  valueFormatterString?: string;
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  width?: number;
@@ -1,6 +1,8 @@
1
- declare const _default: (({ series, average, style, }: {
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+ declare const _default: (({ average, isValuesFormatted, series, style, title, }: {
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  average: number;
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+ isValuesFormatted: boolean;
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  series: any[];
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+ title?: string;
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  style: any;
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  }) => import("react/jsx-runtime").JSX.Element) & {
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  displayName: string;
@@ -9,6 +9,9 @@ interface CustomMarkProps extends MarkElementProps {
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  handlers?: MarkHandlers;
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  showLabel: boolean;
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  yData: number[];
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+ isValuesFormatted?: boolean;
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+ labelBackgroundColor?: string;
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+ labelFontColor?: string;
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  }
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  export declare const CustomMark: React.FC<CustomMarkProps>;
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  export {};
@@ -0,0 +1,28 @@
1
+ export declare const FinstrongThresholds: {
2
+ creditScore: {
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+ poor: number;
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+ good: number;
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+ };
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+ daysOfCashOnHand: {
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+ poor: number;
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+ good: number;
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+ };
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+ debtToIncomeRatio: {
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+ poor: number;
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+ good: number;
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+ };
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+ emergencySavings: {
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+ poor: number;
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+ good: number;
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+ };
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+ spendToIncomeRatio: {
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+ poor: number;
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+ good: number;
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+ };
22
+ };
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+ export declare const CardStatus: {
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+ GOOD: string;
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+ FAIR: string;
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+ OFF_TRACK: string;
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+ MISSING: string;
28
+ };
@@ -7,6 +7,7 @@ export declare const useCashflowStore: () => import('../..').CashflowStore;
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  export declare const useCategoryStore: () => import('../..').CategoryStore;
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  export declare const useConnectStore: () => import('../stores/ConnectStore').ConnectStore;
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  export declare const useDebtStore: () => import('../..').DebtsStore;
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+ export declare const useFinstrongStore: () => import('../..').FinstrongStore;
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  export declare const useGlobalStore: () => import('..').GlobalStore;
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  export declare const useGlobalUiStore: () => import('../stores/GlobalUiStore').GlobalUiStore;
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  export declare const useGlobalCopyStore: () => import('..').GlobalCopy;
@@ -1,3 +1,3 @@
1
- export { useAccountStore, useAppConfig, useBudgetsStore, useCashflowStore, useCategoryStore, useDebtStore, useEvent, useGlobalStore, useGlobalUiStore, useGlobalCopyStore, useGoalStore, useHelpStore, useHoldingStore, useMerchantStore, useNetWorthStore, useNotificationStore, usePageView, useRecurringTransactionsStore, useSettingsStore, useTransactionStore, useTrendsStore, useUserStore, useWidgetContainerProvider, } from './hooks';
1
+ export { useAccountStore, useAppConfig, useBudgetsStore, useCashflowStore, useCategoryStore, useDebtStore, useEvent, useFinstrongStore, useGlobalStore, useGlobalUiStore, useGlobalCopyStore, useGoalStore, useHelpStore, useHoldingStore, useMerchantStore, useNetWorthStore, useNotificationStore, usePageView, useRecurringTransactionsStore, useSettingsStore, useTransactionStore, useTrendsStore, useUserStore, useWidgetContainerProvider, } from './hooks';
2
2
  export { GlobalDataContext, GlobalDataProvider } from './GlobalDataProvider';
3
3
  export { WidgetContainerContext, WidgetContainerProvider } from './WidgetContainerProvider';
@@ -65,6 +65,6 @@ export declare class GlobalStore {
65
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  globalUiStore: GlobalUiStore;
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66
  constructor(appConfig?: AppConfig, endpoint?: string);
67
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  get isInitialized(): boolean;
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- loadData: ({ accounts, appData, associatedBeats, categories, institutions, members, taggings, tags, transactionRules, transactions, userFeatures, }: LoadDataProps) => Promise<void>;
68
+ loadData: ({ accounts, appData, associatedBeats, categories, institutions, transactionRules, transactions, userFeatures, }: LoadDataProps) => Promise<void>;
69
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  }
70
70
  export {};
@@ -110,7 +110,7 @@ export interface ClientStyleProfile {
110
110
  error_color_dark?: string;
111
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  warning_color_dark?: string;
112
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  info_color_dark?: string;
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- mode?: 'dark' | 'light' | '';
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+ mode?: 'dark' | 'light' | 'browser';
114
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  system_font?: string;
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  card_corner_radius?: number;
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  button_corner_radius?: number;
@@ -1,3 +1,4 @@
1
+ import { CardStatus } from '../constants/FinStrong';
1
2
  export interface HealthScore {
2
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  created_at: string;
3
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  debt_score: number;
@@ -67,3 +68,4 @@ export interface HealthScoreReport {
67
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  spending_score_point_difference: number | null;
68
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  user_guid: string;
69
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  }
71
+ export type KeyIndicatorsCardState = (typeof CardStatus)[keyof typeof CardStatus];
@@ -1,3 +1,42 @@
1
+ interface KeyIndicatorBorrow {
2
+ credit_score_fair_description: string;
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+ credit_score_good_description: string;
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+ credit_score_missing_description: string;
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+ credit_score_off_track_description: string;
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+ credit_score_title: string;
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+ manage_debit_fair_description: string;
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+ manage_debit_good_description: string;
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+ manage_debit_missing_description: string;
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+ manage_debit_off_track_description: string;
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+ manage_debit_title: string;
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+ title: string;
13
+ }
14
+ interface KeyIndicatorSave {
15
+ days_of_cash_fair_description: string;
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+ days_of_cash_good_description: string;
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+ days_of_cash_missing_description: string;
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+ days_of_cash_off_track_description: string;
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+ days_of_cash_title: string;
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+ emergency_savings_fair_description: string;
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+ emergency_savings_good_description: string;
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+ emergency_savings_missing_description: string;
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+ emergency_savings_off_track_description: string;
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+ emergency_savings_title: string;
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+ title: string;
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+ }
27
+ interface KeyIndicatorSpend {
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+ count_card_title: string;
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+ count_fair_description: string;
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+ count_good_description: string;
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+ count_missing_description: string;
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+ count_off_track_description: string;
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+ ratio_card_title: string;
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+ ratio_fair_description: string;
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+ ratio_good_description: string;
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+ ratio_missing_description: string;
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+ ratio_off_track_description: string;
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+ title: string;
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+ }
1
40
  export interface FinstrongCopy {
2
41
  building: string;
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  connect_more_accounts_button: string;
@@ -8,9 +47,16 @@ export interface FinstrongCopy {
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  finstrong_freedom_description: string;
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  how_do_we_do_this: string;
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  key_indicators: string;
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+ key_indicators_borrow: KeyIndicatorBorrow;
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+ key_indicators_fair: string;
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+ key_indicators_good: string;
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+ key_indicators_missing: string;
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+ key_indicators_off_track: string;
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+ key_indicators_save: KeyIndicatorSave;
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+ key_indicators_spend: KeyIndicatorSpend;
57
+ score_rubric: string;
11
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  see_whats_possible: string;
12
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  see_whats_possible_description: string;
13
- score_rubric: string;
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  stable: string;
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  strong: string;
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  understand_your_habits: string;
@@ -21,3 +67,4 @@ export interface FinstrongCopy {
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  we_ask_questions_description_2: string;
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  your_path_to_financial_freedom: string;
23
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  }
70
+ export {};
@@ -1,15 +1,27 @@
1
1
  export interface TrendsCopy {
2
2
  all_categories: string;
3
+ categories: string;
4
+ category_income: string;
5
+ category_spending: string;
6
+ close_category_details: string;
7
+ empty_state_primary: string;
8
+ empty_state_sub_text: string;
3
9
  income_label: string;
4
10
  micro_primary_cta_label: string;
5
11
  micro_subheader: string;
6
12
  micro_secondary_label: string;
7
13
  mini_title: string;
14
+ monthly_income: string;
15
+ monthly_spending: string;
8
16
  payments_label: string;
9
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  primary_cta: string;
10
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  spending_label: string;
11
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  sub_title: string;
12
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  title: string;
21
+ transaction: string;
22
+ transactions: string;
23
+ view_more: string;
24
+ view_transactions: string;
13
25
  zero_state_content_description: string;
14
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  zero_state_content_header: string;
15
27
  }
@@ -0,0 +1,3 @@
1
+ import { default as React } from 'react';
2
+ declare const KeyIndicatorsBorrowTab: React.FC;
3
+ export default KeyIndicatorsBorrowTab;
@@ -0,0 +1,3 @@
1
+ import { default as React } from 'react';
2
+ declare const KeyIndicatorsSaveTab: React.FC;
3
+ export default KeyIndicatorsSaveTab;
@@ -0,0 +1,3 @@
1
+ import { default as React } from 'react';
2
+ declare const KeyIndicatorsSpendTab: React.FC;
3
+ export default KeyIndicatorsSpendTab;
@@ -0,0 +1,10 @@
1
+ import { default as React } from 'react';
2
+ import { KeyIndicatorsCardState } from '../../common/types/Finstrong';
3
+ interface KeyIndicatorsTabsItemProps {
4
+ title: string;
5
+ description: string;
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+ cardState: KeyIndicatorsCardState;
7
+ stateTitle: string;
8
+ }
9
+ declare const KeyIndicatorsTabsItem: React.FC<KeyIndicatorsTabsItemProps>;
10
+ export default KeyIndicatorsTabsItem;
@@ -0,0 +1,3 @@
1
+ import { default as React } from 'react';
2
+ declare const KeyIndicatorsTabsWidget: React.FC;
3
+ export default KeyIndicatorsTabsWidget;
@@ -0,0 +1,8 @@
1
+ interface ManageCreditScoreProps {
2
+ isOpen: boolean;
3
+ onClose: () => void;
4
+ }
5
+ declare const _default: (({ isOpen, onClose }: ManageCreditScoreProps) => import("react/jsx-runtime").JSX.Element) & {
6
+ displayName: string;
7
+ };
8
+ export default _default;
@@ -0,0 +1,6 @@
1
+ interface ManageDOBProps {
2
+ isOpen: boolean;
3
+ onClose: () => void;
4
+ }
5
+ declare const ManageDOB: ({ isOpen, onClose }: ManageDOBProps) => import("react/jsx-runtime").JSX.Element;
6
+ export default ManageDOB;
@@ -0,0 +1,8 @@
1
+ interface ProfileDrawerProps {
2
+ isOpen: boolean;
3
+ onClose: () => void;
4
+ }
5
+ declare const _default: (({ isOpen, onClose }: ProfileDrawerProps) => import("react/jsx-runtime").JSX.Element) & {
6
+ displayName: string;
7
+ };
8
+ export default _default;
@@ -0,0 +1,20 @@
1
+ import { default as React } from 'react';
2
+ export declare enum Action {
3
+ Connections = "connections",
4
+ CreditScore = "credit_score",
5
+ DateOfBirth = "date_of_birth",
6
+ MonthlyIncome = "monthly_income"
7
+ }
8
+ interface ProfileListItem {
9
+ icon: React.ReactNode;
10
+ isComplete: boolean;
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+ key: Action;
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+ primaryText: string;
13
+ secondaryText: string;
14
+ }
15
+ interface ProfileListProps {
16
+ list: ProfileListItem[];
17
+ onClickItem: (action: Action) => void;
18
+ }
19
+ declare const ProfileList: ({ list, onClickItem }: ProfileListProps) => import("react/jsx-runtime").JSX.Element;
20
+ export default ProfileList;
@@ -0,0 +1,6 @@
1
+ interface ProfileProgressBarProps {
2
+ completeCopy: string;
3
+ value: number;
4
+ }
5
+ declare const ProfileProgressBar: ({ value, completeCopy }: ProfileProgressBarProps) => import("react/jsx-runtime").JSX.Element;
6
+ export default ProfileProgressBar;
@@ -4,10 +4,11 @@ export declare class FinstrongStore {
4
4
  api: FinstrongApi;
5
5
  averageHealthScores: MonthlyHealthScore[];
6
6
  globalStore: GlobalStore;
7
- healthScore: HealthScore | null;
7
+ healthScore: HealthScore;
8
8
  healthScoreChangeReports: HealthScoreReport[];
9
9
  peerScore: number | null;
10
10
  constructor(globalStore: GlobalStore);
11
+ get getHealthScore(): HealthScore;
11
12
  calculateHealthScore: () => Promise<void>;
12
13
  loadAverageHealthScores: () => Promise<void>;
13
14
  loadHealthScoreChangeReports: () => Promise<void>;