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

package/CHANGELOG.md

@@ -1,3 +1,33 @@
+## [6.25.00] - 08-20-2025
+
+- **ADDED** - (new) TrendsWidget, TrendsStore, TrendsChartTotals, TrendsInsights
+- **ADDED** - CategoryList, CategoryDetailDrawer, CategoryDetailChart
+- **UPDATED** - Refactor (old) TrendsFullWidget to share common logic/components with TrendsWidget
+- **UPDATED** - LineChart with axisColor, showAxisHighlight, showLegend, showTooltip, showXAxis, showYAxis, showXAxisTicks, showYAxisTicks props
+- **UPDATED** - LineChart valueFormatterString prop to be explicit with no default to allow unformatted values/labels
+- **UPDATED** - CustomLegend to allow optional custom amount+label props
+- **ADDED** - CustomTooltip for LineChart hover cards
+
+## [6.24.25] - 08-20-2025
+
+- **ADDED** - Missing Data component for `Finstrong` widget
+
+## [6.24.24] - 08-20-2025
+
+- **ADDED** - `FinStrong` | key indicators tab section Unit testcases added
+
+## [6.24.23] - 08-20-2025
+
+- **ADDED** - Finstrong Financial Strength Graph and Credit Score Graph component | Dial Score Card Component
+
+## [6.24.22] - 08-20-2025
+
+- **ADDED** - Analytic events for micro widgets
+
+## [6.24.21] - 08-20-2025
+
+- **ADDED** - Api for Augumented Chart Data
+
 ## [6.24.20] - 08-19-2025
 
 - **ADDED** - `FinStrong` | key indicators tab section added

package/dist/accounts/stores/AccountStore.d.ts

@@ -9,10 +9,7 @@ export declare class AccountStore {
     members: Member[];
     uiStore: UiStore;
     constructor(globalStore: GlobalStore);
-    loadAccountData: ({ accounts, institutions, }: {
-        accounts?: Account[];
-        institutions?: Institution[];
-    }) => Promise<void>;
+    loadAccountData: () => Promise<void>;
     get cashAccounts(): Account[];
     get cashBalance(): number;
     get checkingAccounts(): Account[];
@@ -28,8 +25,8 @@ export declare class AccountStore {
     get visibleSavingsAccounts(): Account[];
     addAccount: (account: Account) => Promise<void>;
     augmentAccounts: (accounts?: Account[]) => Account[];
-    loadAccounts: (accountsOverride?: Account[]) => Promise<void>;
-    loadInstitutions: (institutionsOverride?: Institution[]) => Promise<void>;
+    loadAccounts: () => Promise<void>;
+    loadInstitutions: () => Promise<void>;
     loadMembers: () => Promise<void>;
     mergeAccounts: (accountGuids: string[]) => Promise<void>;
     sortAccounts: (accounts?: Account[]) => Account[];

package/dist/categories/stores/CategoryStore.d.ts

@@ -16,7 +16,7 @@ export declare class CategoryStore {
     get spendCategories(): DetailedCategory[];
     get transferCategories(): DetailedCategory[];
     addCategory: (name: string, parentGuid: string) => Promise<void>;
-    loadCategories: (categoriesOverride?: Category[]) => Promise<void>;
+    loadCategories: () => Promise<void>;
     loadDateRangeCategoryTotals: (accounts: Account[], startDate: Date, endDate: Date) => Promise<void>;
     loadMonthlyCategoryTotals: (accounts?: Account[], startDate?: Date, endDate?: Date) => Promise<void>;
     reloadCategoryTotals: (accounts: Account[], startDate: Date, endDate: Date) => Promise<void>;

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

@@ -0,0 +1,13 @@
+import { default as React } from 'react';
+interface ListItemRowProps {
+    onClick?: () => void;
+    leftIcon?: React.ReactNode;
+    rightIcon?: React.ReactNode;
+    title?: string;
+    subtitle?: string;
+    rightContent?: React.ReactNode;
+    titleBold?: boolean;
+    rightContentBold?: boolean;
+}
+export declare const ListItemRow: React.FC<ListItemRowProps>;
+export {};

package/dist/common/components/charts/LineChart.d.ts

@@ -1,18 +1,23 @@
 import { default as React, CSSProperties } from 'react';
 import { MarkHandlers } from './linechart/CustomMark';
+export type LineChartDataset = {
+    x: string;
+    y: number;
+}[];
+export type LineChartLabel = string | {
+    label: string;
+    amount: number;
+};
+type LineChartCurve = 'catmullRom' | 'linear' | 'monotoneX' | 'monotoneY' | 'natural' | 'step' | 'stepBefore' | 'stepAfter' | 'bump' | 'bumpX' | 'bumpY';
 interface LineChartProps {
+    axisColor?: string;
     baseline?: string;
     colors: (string | undefined)[];
-    curveType?: string;
-    datasets: {
-        x: string;
-        y: number;
-    }[][];
-    disableXAxis?: boolean;
+    curveType?: LineChartCurve;
+    datasets: LineChartDataset[];
     height?: number;
-    isValuesFormatted?: boolean;
     isGraphClippingXAxis?: boolean;
-    labels: string[];
+    labels: LineChartLabel[];
     labelBackgroundColor?: string;
     labelFontColor?: string;
     margin?: {
@@ -25,8 +30,15 @@ interface LineChartProps {
     markStyles?: (markIndex: number) => CSSProperties;
     showArea?: boolean;
     showAverage?: boolean;
+    showAxisHighlight?: boolean;
     showBars?: boolean;
+    showLegend?: boolean;
     showMarkLabel?: boolean;
+    showTooltip?: boolean;
+    showXAxis?: boolean;
+    showXAxisTicks?: boolean;
+    showYAxis?: boolean;
+    showYAxisTicks?: boolean;
     title?: string;
     useCustomMark?: boolean;
     valueFormatterString?: string;

package/dist/common/components/charts/linechart/CustomLegend.d.ts

@@ -1,9 +1,14 @@
-declare const _default: (({ average, isValuesFormatted, series, style, title, }: {
-    average: number;
-    isValuesFormatted: boolean;
+import { LineChartLabel } from '../LineChart';
+export declare const CustomLegendLabel: ({ label }: {
+    label: LineChartLabel;
+}) => import("react/jsx-runtime").JSX.Element | null;
+declare const _default: (({ average, labels, series, style, title, valueFormatterString, }: {
+    average?: number;
+    labels?: LineChartLabel[];
     series: any[];
     title?: string;
     style: any;
+    valueFormatterString?: string;
 }) => import("react/jsx-runtime").JSX.Element) & {
     displayName: string;
 };

package/dist/common/components/charts/linechart/CustomMark.d.ts

@@ -9,9 +9,9 @@ interface CustomMarkProps extends MarkElementProps {
     handlers?: MarkHandlers;
     showLabel: boolean;
     yData: number[];
-    isValuesFormatted?: boolean;
     labelBackgroundColor?: string;
     labelFontColor?: string;
+    valueFormatterString?: string;
 }
 export declare const CustomMark: React.FC<CustomMarkProps>;
 export {};

package/dist/common/components/charts/linechart/CustomTooltip.d.ts

@@ -0,0 +1,7 @@
+import { LineChartLabel } from '../LineChart';
+interface CustomTooltipProps {
+    labels?: LineChartLabel[];
+    valueFormatterString?: string;
+}
+export declare function CustomTooltip({ labels, valueFormatterString }: CustomTooltipProps): import("react/jsx-runtime").JSX.Element;
+export {};

package/dist/common/components/listitems/CollapseExpandListItem.d.ts

@@ -0,0 +1,7 @@
+import { default as React } from 'react';
+interface CollapseExpandListItemProps {
+    isExpanded: boolean;
+    onClick: () => void;
+}
+export declare const CollapseExpandListItem: React.FC<CollapseExpandListItemProps>;
+export {};

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

@@ -97,4 +97,16 @@ export declare const ANALYTICS_EVENTS: {
     TRENDS_HOVER_POINT: string;
     TRENDS_VIEW_TRANSACTIONS: string;
     WIDGET_BACK_CLICK: string;
+    GOALS_CLICK_GET_STARTED: string;
+    GOALS_CLICK_VIEW_DETAILS: string;
+    GOALS_LOAD_WIDGET: string;
+    NET_WORTH_CLICK_GET_STARTED: string;
+    NET_WORTH_CLICK_VIEW_DETAILS: string;
+    NET_WORTH_LOAD_WIDGET: string;
+    RECURRING_TRANSACTIONS_CLICK_GET_STARTED: string;
+    RECURRING_TRANSACTIONS_CLICK_VIEW_ALL: string;
+    RECURRING_TRANSACTIONS_LOAD_WIDGET: string;
+    TRENDS_CLICK_GET_STARTED: string;
+    TRENDS_CLICK_VIEW_MORE: string;
+    TRENDS_LOAD_WIDGET: string;
 };

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

@@ -15,7 +15,7 @@ export declare class AppDataStore {
     get user(): User;
     get userCommunicationProfile(): UserCommunicationProfile;
     get userProfile(): UserProfile;
-    loadAppData: (appDataOverrides?: AppData) => Promise<void>;
+    loadAppData: () => Promise<void>;
     loadBanner: () => Promise<void>;
     setUser: (user: User) => User;
     setUserCommunicationProfile: (profile: UserCommunicationProfile) => UserCommunicationProfile;

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

@@ -21,21 +21,7 @@ import { ConnectStore } from './ConnectStore';
 import { GlobalCopyStore } from './GlobalCopyStore';
 import { GlobalUiStore } from './GlobalUiStore';
 import { UserStore } from './UserStore';
-import { Account, Category, Institution, Member } from '../../common';
-import { AppConfig, AppData, Beat, Tag, Tagging, Transaction, TransactionRule, UserFeature } from '../types';
-interface LoadDataProps {
-    accounts?: Account[];
-    appData?: AppData;
-    associatedBeats?: Beat[];
-    categories?: Category[];
-    institutions?: Institution[];
-    members?: Member[];
-    taggings?: Tagging[];
-    tags?: Tag[];
-    transactionRules?: TransactionRule[];
-    transactions?: Transaction[];
-    userFeatures?: UserFeature[];
-}
+import { AppConfig } from '../types';
 export declare class GlobalStore {
     appConfig: AppConfig;
     endpoint: string;
@@ -65,6 +51,5 @@ export declare class GlobalStore {
     globalUiStore: GlobalUiStore;
     constructor(appConfig?: AppConfig, endpoint?: string);
     get isInitialized(): boolean;
-    loadData: ({ accounts, appData, associatedBeats, categories, institutions, transactionRules, transactions, userFeatures, }: LoadDataProps) => Promise<void>;
+    loadData: () => Promise<void>;
 }
-export {};

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

@@ -9,7 +9,7 @@ export declare class UserStore {
     initialize: (endpoint: string, token: string) => Promise<void>;
     get userProfile(): UserProfile;
     get user(): User;
-    loadUserFeatures: (featuresOverrides?: UserFeature[]) => Promise<void>;
+    loadUserFeatures: () => Promise<void>;
     updateUser: (user: User) => Promise<void>;
     updateUserProfile: (userProfile: UserProfile) => Promise<void>;
 }

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

@@ -1,3 +1,4 @@
+import { Transaction } from './Transaction';
 export interface Category {
     guid: string;
     income: boolean;
@@ -54,6 +55,14 @@ export interface DetailedCategory extends Category {
     totalAverageAmount: number;
     totalMonthlyAmounts: MonthlyAmount[];
 }
+export interface CategoryListItem {
+    guid: string;
+    name: string;
+    amount: number;
+    transactions?: Transaction[];
+    color?: string;
+    chartLabel?: string;
+}
 export interface CategoryTotal {
     amount: number;
     category: Category;

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

@@ -6,7 +6,7 @@ export type { Beat, DataSeries } from './Beat';
 export { UserVerification } from './Beat';
 export type { Budget, BudgetColors, DetailedBudget } from './Budget';
 export type { CashflowEvent, CashflowSequence, RepeatDay, RepeatInterval, RepeatMonth, RepeatWeekday, } from './Cashflow';
-export type { Category, CategoryTotal, DateRangeCategoryTotals, DetailedCategory, MonthlyAmount, MonthlyCategoryTotals, } from './Category';
+export type { Category, CategoryListItem, CategoryTotal, DateRangeCategoryTotals, DetailedCategory, MonthlyAmount, MonthlyCategoryTotals, } from './Category';
 export type { Client, ClientColorScheme, ClientCommunicationProfile, ClientInsightProfile, ClientProfile, ClientStyleProfile, } from './Client';
 export type { DateType, DateRange } from './Date';
 export type { Expense } from './Expense';

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

@@ -1,3 +1,11 @@
+export interface CreditScoreStatusCopy {
+    poor: string;
+    fair: string;
+    good: string;
+    very_good: string;
+    exceptional: string;
+    missing_data: string;
+}
 interface KeyIndicatorBorrow {
     credit_score_fair_description: string;
     credit_score_good_description: string;
@@ -43,9 +51,12 @@ export interface FinstrongCopy {
     connect_more_accounts_description: string;
     connect_more_accounts_title: string;
     connect_more_accounts_to_view_more_accurate_financial_picture: string;
+    credit_score_status: CreditScoreStatusCopy;
     dont_see_all_your_accounts: string;
+    footer_center_content_updated_just_now: string;
     finstrong_freedom_description: string;
     how_do_we_do_this: string;
+    insufficient_data: string;
     key_indicators: string;
     key_indicators_borrow: KeyIndicatorBorrow;
     key_indicators_fair: string;
@@ -54,6 +65,8 @@ export interface FinstrongCopy {
     key_indicators_off_track: string;
     key_indicators_save: KeyIndicatorSave;
     key_indicators_spend: KeyIndicatorSpend;
+    missing_data_description: string;
+    missing_data_title: string;
     score_rubric: string;
     see_whats_possible: string;
     see_whats_possible_description: string;

package/dist/finstrong/components/CreditScoreGraph.d.ts

@@ -0,0 +1,11 @@
+export interface CreditScoreGraphProps {
+    arcRadius: number;
+    size?: 'L' | 'M' | 'SM';
+    healthScore: number;
+    maxValue?: number;
+    minValue?: number;
+    footerCenterContent?: string | number;
+}
+export declare const CreditScoreGraph: (({ arcRadius, size, healthScore, maxValue, minValue, footerCenterContent, }: CreditScoreGraphProps) => import("react/jsx-runtime").JSX.Element) & {
+    displayName: string;
+};

package/dist/finstrong/components/FinancialStrengthGraph.d.ts

@@ -0,0 +1,9 @@
+export interface FinacialStrengthGraphProps {
+    arcRadius: number;
+    size?: 'L' | 'M' | 'SM';
+    healthScore: number;
+    footerCenterContent?: string | number;
+}
+export declare const FinancialStrengthGraph: (({ arcRadius, size, healthScore, footerCenterContent }: FinacialStrengthGraphProps) => import("react/jsx-runtime").JSX.Element) & {
+    displayName: string;
+};

package/dist/finstrong/components/MissingData.d.ts

@@ -0,0 +1,7 @@
+interface MissingDataProps {
+    onClick: () => void;
+}
+declare const _default: (({ onClick }: MissingDataProps) => import("react/jsx-runtime").JSX.Element) & {
+    displayName: string;
+};
+export default _default;

package/dist/finstrong/components/shared/CustomPieArc.d.ts

@@ -0,0 +1,18 @@
+import { PieValueType } from '@mui/x-charts';
+interface CustomPieArcProps {
+    dialScoreData: PieValueType[];
+    dataIndex: number;
+    arcStartAngle: number;
+    totalAngularSpan: number;
+    centerX: number;
+    centerY: number;
+    arcRadius: number;
+    arcColor?: string;
+    innerArcRadius: number;
+    outterArcRadius: number;
+    unitsPerSegment: number;
+    progressEndAngle: number;
+    isFinacialStrengthGraph?: boolean;
+}
+export declare const CustomPieArc: ({ dialScoreData, dataIndex, arcColor, arcStartAngle, totalAngularSpan, centerX, centerY, arcRadius, innerArcRadius, outterArcRadius, progressEndAngle, unitsPerSegment, isFinacialStrengthGraph, }: CustomPieArcProps) => import("react/jsx-runtime").JSX.Element;
+export {};

package/dist/finstrong/components/shared/DialScoreCard.d.ts

@@ -0,0 +1,16 @@
+import { PieValueType } from '@mui/x-charts';
+export interface DialScoreCardProps {
+    arcRadius: number;
+    healthScore: number;
+    size: 'L' | 'M' | 'SM';
+    dialScoreData: PieValueType[];
+    minValue?: number;
+    maxValue?: number;
+    markerColor?: string;
+    healthScoreStatus: string;
+    footerCenterContent?: string | number;
+    footerLeftContent?: number;
+    footerRightContent?: number;
+    isFinacialStrengthGraph?: boolean;
+}
+export declare const DialScoreCard: ({ arcRadius, healthScore, size, dialScoreData, minValue, maxValue, markerColor, healthScoreStatus, footerCenterContent, footerLeftContent, footerRightContent, isFinacialStrengthGraph, }: DialScoreCardProps) => import("react/jsx-runtime").JSX.Element;

package/dist/finstrong/index.d.ts

@@ -1,3 +1,6 @@
+export { DialScoreCard } from './components/shared/DialScoreCard';
+export { FinancialStrengthGraph } from './components/FinancialStrengthGraph';
+export { CreditScoreGraph } from './components/CreditScoreGraph';
 export { FinstrongApi } from './api/FinstrongApi';
 export { FinstrongStore } from './stores/FinstrongStore';
 export { default as FinstrongWidget } from './FinstrongWidget';

package/dist/finstrong/stores/FinstrongStore.d.ts

@@ -2,6 +2,10 @@ import { GlobalStore, HealthScore, HealthScoreReport, MonthlyHealthScore } from
 import { FinstrongApi } from '../api/FinstrongApi';
 export declare class FinstrongStore {
     api: FinstrongApi;
+    augmentedChartData: {
+        x: string;
+        y: number;
+    }[];
     averageHealthScores: MonthlyHealthScore[];
     globalStore: GlobalStore;
     healthScore: HealthScore;
@@ -13,4 +17,5 @@ export declare class FinstrongStore {
     loadAverageHealthScores: () => Promise<void>;
     loadHealthScoreChangeReports: () => Promise<void>;
     loadPeerScore: () => Promise<void>;
+    loadAugmentedChartData: () => Promise<void>;
 }

package/dist/finstrong/util/finstrongUtils.d.ts

@@ -0,0 +1,28 @@
+import { PieValueType } from '@mui/x-charts';
+import { CreditScoreStatusCopy, FinstrongCopy } from '../../common/types/localization/FinstrongCopy';
+export declare const radiansToDegrees: (radians: number) => number;
+export declare const calculateFinstrongScoreStatus: (healthScore: number, copy: FinstrongCopy) => string;
+export declare const CreditScoreLightColors: {
+    POOR: string;
+    FAIR: string;
+    GOOD: string;
+    VERY_GOOD: string;
+    EXCEPTIONAL: string;
+};
+export declare const CreditScoreDarkColors: {
+    POOR: string;
+    FAIR: string;
+    GOOD: string;
+    VERY_GOOD: string;
+    EXCEPTIONAL: string;
+};
+export declare const getCreditScoreDetails: (healthScore: number, isDarkMode: boolean, copy: CreditScoreStatusCopy) => {
+    status: string;
+    color: string;
+} | {
+    status: string;
+    color?: undefined;
+};
+export declare const getOutterArcStartEndAngle: (healthScoreData: PieValueType[], totalAngularSpan: number, arcStartAngle: number, dataIndex: number) => number[];
+export declare const getFilledArcStartEndAngle: (outterArcStartAngle: number, outterArcEndAngle: number, dataIndex: number, unitsPerSegment: number, progressEndAngle: number) => number[];
+export declare const getMarkerXYCoordinates: (markerRadius: number, progressEndAngle: number, angleOffset?: number) => number[];

package/dist/finstrong/utils/Finstrong.d.ts

@@ -0,0 +1,6 @@
+export declare const augmentChartData: (averageHealthScores: {
+    health_scores: any[];
+}) => {
+    x: string;
+    y: any;
+}[];

package/dist/index.d.ts

@@ -19,3 +19,4 @@ export * from './spending';
 export * from './settings';
 export * from './transactions';
 export * from './trends';
+export * from './finstrong';