@mx-cartographer/experiences 6.26.1-alpha.mega1 → 6.26.2-ram1-alpha-finstrong-financial-strength-section

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Files changed (97) hide show
  1. package/CHANGELOG.md +13 -5
  2. package/dist/categories/util/CategoryUtil.d.ts +2 -3
  3. package/dist/common/context/hooks.d.ts +13 -13
  4. package/dist/common/types/Category.d.ts +8 -2
  5. package/dist/common/types/index.d.ts +1 -1
  6. package/dist/common/types/localization/FinstrongCopy.d.ts +10 -0
  7. package/dist/finstrong/FinancialStrengthCard.d.ts +3 -0
  8. package/dist/finstrong/components/ConnectMoreAccountsCard.d.ts +5 -1
  9. package/dist/finstrong/stores/FinstrongStore.d.ts +2 -2
  10. package/dist/finstrong/util/finstrongUtils.d.ts +1 -1
  11. package/dist/help/components/content/section/index.d.ts +15 -15
  12. package/dist/index.d.ts +22 -0
  13. package/dist/index.es.js +29963 -0
  14. package/dist/index.es.js.map +1 -0
  15. package/dist/trends/components/CategoriesList.d.ts +5 -5
  16. package/dist/trends/components/CategoriesListItem.d.ts +4 -7
  17. package/dist/trends/components/CategoryDetailChart.d.ts +1 -5
  18. package/dist/trends/stores/TrendsStore.d.ts +16 -11
  19. package/package.json +3 -91
  20. package/dist/AccountStore-DkL93tXL.mjs +0 -317
  21. package/dist/AccountStore-DkL93tXL.mjs.map +0 -1
  22. package/dist/BudgetUtil-CVqAdv-j.mjs +0 -187
  23. package/dist/BudgetUtil-CVqAdv-j.mjs.map +0 -1
  24. package/dist/CashflowStore-gPEEBiXo.mjs +0 -53
  25. package/dist/CashflowStore-gPEEBiXo.mjs.map +0 -1
  26. package/dist/CategoryStore-m7oieLzP.mjs +0 -260
  27. package/dist/CategoryStore-m7oieLzP.mjs.map +0 -1
  28. package/dist/ConnectMiniWidget-CQWafYtQ.mjs +0 -22966
  29. package/dist/ConnectMiniWidget-CQWafYtQ.mjs.map +0 -1
  30. package/dist/DebtsStore-cUhIgJx6.mjs +0 -145
  31. package/dist/DebtsStore-cUhIgJx6.mjs.map +0 -1
  32. package/dist/Donut-CGNFni9y.mjs +0 -58
  33. package/dist/Donut-CGNFni9y.mjs.map +0 -1
  34. package/dist/FinstrongStore-BDG7l0nI.mjs +0 -183
  35. package/dist/FinstrongStore-BDG7l0nI.mjs.map +0 -1
  36. package/dist/GoalStore-o2waGeyf.mjs +0 -293
  37. package/dist/GoalStore-o2waGeyf.mjs.map +0 -1
  38. package/dist/Loader-CwdK8lfx.mjs +0 -147
  39. package/dist/Loader-CwdK8lfx.mjs.map +0 -1
  40. package/dist/MerchantStore-Cck9IGIH.mjs +0 -125
  41. package/dist/MerchantStore-Cck9IGIH.mjs.map +0 -1
  42. package/dist/NetWorthStore-D5eUfGQt.mjs +0 -66
  43. package/dist/NetWorthStore-D5eUfGQt.mjs.map +0 -1
  44. package/dist/NotificationStore-DCxw8W7u.mjs +0 -141
  45. package/dist/NotificationStore-DCxw8W7u.mjs.map +0 -1
  46. package/dist/RecurringTransactionsStore-Bijrgllq.mjs +0 -337
  47. package/dist/RecurringTransactionsStore-Bijrgllq.mjs.map +0 -1
  48. package/dist/SettingsStore-BhOYgUOa.mjs +0 -352
  49. package/dist/SettingsStore-BhOYgUOa.mjs.map +0 -1
  50. package/dist/TransactionApi-Dnbyi1JL.mjs +0 -175
  51. package/dist/TransactionApi-Dnbyi1JL.mjs.map +0 -1
  52. package/dist/TransactionStore-CiEtt5XJ.mjs +0 -417
  53. package/dist/TransactionStore-CiEtt5XJ.mjs.map +0 -1
  54. package/dist/TrendsStore-Idq3QfoA.mjs +0 -131
  55. package/dist/TrendsStore-Idq3QfoA.mjs.map +0 -1
  56. package/dist/accounts/index.es.js +0 -18
  57. package/dist/accounts/index.es.js.map +0 -1
  58. package/dist/analytics/index.es.js +0 -170
  59. package/dist/analytics/index.es.js.map +0 -1
  60. package/dist/budgets/index.es.js +0 -1116
  61. package/dist/budgets/index.es.js.map +0 -1
  62. package/dist/cashflow/index.es.js +0 -118
  63. package/dist/cashflow/index.es.js.map +0 -1
  64. package/dist/categories/index.es.js +0 -10
  65. package/dist/categories/index.es.js.map +0 -1
  66. package/dist/common/index.es.js +0 -1549
  67. package/dist/common/index.es.js.map +0 -1
  68. package/dist/dashboard/index.es.js +0 -257
  69. package/dist/dashboard/index.es.js.map +0 -1
  70. package/dist/debts/index.es.js +0 -9
  71. package/dist/debts/index.es.js.map +0 -1
  72. package/dist/finstrong/index.es.js +0 -11
  73. package/dist/finstrong/index.es.js.map +0 -1
  74. package/dist/goals/index.es.js +0 -9
  75. package/dist/goals/index.es.js.map +0 -1
  76. package/dist/help/index.es.js +0 -6
  77. package/dist/help/index.es.js.map +0 -1
  78. package/dist/investments/index.es.js +0 -1694
  79. package/dist/investments/index.es.js.map +0 -1
  80. package/dist/merchants/index.es.js +0 -7
  81. package/dist/merchants/index.es.js.map +0 -1
  82. package/dist/microinsights/index.es.js +0 -21
  83. package/dist/microinsights/index.es.js.map +0 -1
  84. package/dist/networth/index.es.js +0 -11
  85. package/dist/networth/index.es.js.map +0 -1
  86. package/dist/notifications/index.es.js +0 -116
  87. package/dist/notifications/index.es.js.map +0 -1
  88. package/dist/recurringtransactions/index.es.js +0 -14
  89. package/dist/recurringtransactions/index.es.js.map +0 -1
  90. package/dist/settings/index.es.js +0 -112
  91. package/dist/settings/index.es.js.map +0 -1
  92. package/dist/spending/index.es.js +0 -632
  93. package/dist/spending/index.es.js.map +0 -1
  94. package/dist/transactions/index.es.js +0 -19
  95. package/dist/transactions/index.es.js.map +0 -1
  96. package/dist/trends/index.es.js +0 -10
  97. package/dist/trends/index.es.js.map +0 -1
package/CHANGELOG.md CHANGED
@@ -1,10 +1,18 @@
1
+ ## [6.26.2] - 08-28-2025
2
+
3
+ - **ADDED** - Financial strength card section for `Finstrong`
4
+
5
+ ## [6.26.1] - 08-27-2025
6
+
7
+ - **REVERTED** - 6.25.6 & 6.25.11 releases due to production issues
8
+
1
9
  ## [6.26.0] - 08-27-2025
2
10
 
3
11
  - **CHANGED** - `GlobalStore` now accepts props for data
4
12
 
5
- ## [6.25.11] - 08-26-2025
13
+ ~~## [6.25.11] - 08-26-2025~~
6
14
 
7
- - **ADDED** - New Trends Widget | Add tooltip to category details chart
15
+ ~~- **ADDED** - New Trends Widget | Add tooltip to category details chart~~
8
16
 
9
17
  ## [6.25.10] - 08-26-2025
10
18
 
@@ -24,9 +32,9 @@
24
32
 
25
33
  - **UPDATED** - StackedLineChart to have responsive height based on widget and legend dimensions
26
34
 
27
- ## [6.25.6] - 08-25-2025
35
+ ~~## [6.25.6] - 08-25-2025~~
28
36
 
29
- - **CHANGED** - new Trends Widget to use Detailed Categories
37
+ ~~- **CHANGED** - new Trends Widget to use Detailed Categories~~
30
38
 
31
39
  ## [6.25.5] - 08-25-2025
32
40
 
@@ -48,7 +56,7 @@
48
56
 
49
57
  - **ADDED** - `Profile` drawer with API for `Finstrong` widget
50
58
 
51
- ## [6.25.0] - 08-20-2025
59
+ ## [6.25.00] - 08-20-2025
52
60
 
53
61
  - **ADDED** - (new) TrendsWidget, TrendsStore, TrendsChartTotals, TrendsInsights
54
62
  - **ADDED** - CategoryList, CategoryDetailDrawer, CategoryDetailChart
@@ -1,12 +1,11 @@
1
1
  import { Theme } from '@mui/material';
2
- import { Category, DateRangeCategoryTotals, DetailedCategory, MonthlyCategoryTotals, Transaction } from '../../common';
2
+ import { Category, DateRangeCategoryTotals, DetailedCategory, MonthlyCategoryTotals } from '../../common';
3
3
  /**
4
4
  * Augment categories
5
5
  * @param categories - Categories to augment
6
6
  * @param monthlyCategoryTotals - Monthly category totals
7
7
  * @param currentCategoryTotals - Current month category totals
8
- * @param transactions - Transactions to be filtered by category
9
8
  */
10
- export declare const augmentCategories: (categories: Category[], currentCategoryTotals: DateRangeCategoryTotals[], monthlyCategoryTotals: MonthlyCategoryTotals[], transactions?: Transaction[]) => DetailedCategory[];
9
+ export declare const augmentCategories: (categories: Category[], currentCategoryTotals: DateRangeCategoryTotals[], monthlyCategoryTotals: MonthlyCategoryTotals[]) => DetailedCategory[];
11
10
  export declare const getCategoryColor: (guid: string, theme: Theme) => string;
12
11
  export declare const getCategoryIcon: (guid: string) => string | undefined;
@@ -1,26 +1,26 @@
1
1
  export declare const useGlobalDataContext: (providerName?: string) => import('./GlobalDataProvider').GlobalStoreContextTypes;
2
- export declare const useAccountStore: () => import('../../accounts').AccountStore;
2
+ export declare const useAccountStore: () => import('../..').AccountStore;
3
3
  export declare const useAppConfig: () => import('..').AppConfig;
4
4
  export declare const useAnalyticsStore: () => import('../../analytics/stores/AnalyticsStore').AnalyticsStore;
5
5
  export declare const useBudgetsStore: () => import('../../budgets/store/BudgetsStore').BudgetsStore;
6
- export declare const useCashflowStore: () => import('../../cashflow').CashflowStore;
7
- export declare const useCategoryStore: () => import('../../categories').CategoryStore;
6
+ export declare const useCashflowStore: () => import('../..').CashflowStore;
7
+ export declare const useCategoryStore: () => import('../..').CategoryStore;
8
8
  export declare const useConnectStore: () => import('../stores/ConnectStore').ConnectStore;
9
- export declare const useDebtStore: () => import('../../debts').DebtsStore;
10
- export declare const useFinstrongStore: () => import('../../finstrong').FinstrongStore;
9
+ export declare const useDebtStore: () => import('../..').DebtsStore;
10
+ export declare const useFinstrongStore: () => import('../..').FinstrongStore;
11
11
  export declare const useGlobalStore: () => import('..').GlobalStore;
12
12
  export declare const useGlobalUiStore: () => import('../stores/GlobalUiStore').GlobalUiStore;
13
13
  export declare const useGlobalCopyStore: () => import('..').GlobalCopy;
14
- export declare const useGoalStore: () => import('../../goals').GoalStore;
14
+ export declare const useGoalStore: () => import('../..').GoalStore;
15
15
  export declare const useHelpStore: () => import('../../help/store/HelpStore').HelpStore;
16
16
  export declare const useHoldingStore: () => import('../../investments/stores/HoldingStore').HoldingStore;
17
- export declare const useMerchantStore: () => import('../../merchants').MerchantStore;
18
- export declare const useNetWorthStore: () => import('../../networth').NetWorthStore;
19
- export declare const useNotificationStore: () => import('../../notifications').NotificationStore;
20
- export declare const useRecurringTransactionsStore: () => import('../../recurringtransactions').RecurringTransactionsStore;
21
- export declare const useSettingsStore: () => import('../../settings').SettingsStore;
22
- export declare const useTransactionStore: () => import('../../transactions').TransactionStore;
23
- export declare const useTrendsStore: () => import('../../trends').TrendsStore;
17
+ export declare const useMerchantStore: () => import('../..').MerchantStore;
18
+ export declare const useNetWorthStore: () => import('../..').NetWorthStore;
19
+ export declare const useNotificationStore: () => import('../..').NotificationStore;
20
+ export declare const useRecurringTransactionsStore: () => import('../..').RecurringTransactionsStore;
21
+ export declare const useSettingsStore: () => import('../..').SettingsStore;
22
+ export declare const useTransactionStore: () => import('../..').TransactionStore;
23
+ export declare const useTrendsStore: () => import('../..').TrendsStore;
24
24
  export declare const useUserStore: () => import('..').UserStore;
25
25
  export declare const useEvent: () => {
26
26
  onEvent: (event: string, props?: object) => void;
@@ -42,7 +42,6 @@ export interface MonthlyAmount {
42
42
  * @totalAmount - The total amount (including subcategories) for the current month
43
43
  * @totalAverageAmount - The total average amount (including subcategories) for this category
44
44
  * @totalMonthlyAmounts - The past 12 total monthly amounts (including subcategories)
45
- * @transactions - The transactions for this category
46
45
  */
47
46
  export interface DetailedCategory extends Category {
48
47
  averageAmount: number;
@@ -55,7 +54,14 @@ export interface DetailedCategory extends Category {
55
54
  totalAmount: number;
56
55
  totalAverageAmount: number;
57
56
  totalMonthlyAmounts: MonthlyAmount[];
58
- transactions: Transaction[];
57
+ }
58
+ export interface CategoryListItem {
59
+ guid: string;
60
+ name: string;
61
+ amount: number;
62
+ transactions?: Transaction[];
63
+ color?: string;
64
+ chartLabel?: string;
59
65
  }
60
66
  export interface CategoryTotal {
61
67
  amount: number;
@@ -6,7 +6,7 @@ export type { Beat, DataSeries } from './Beat';
6
6
  export { UserVerification } from './Beat';
7
7
  export type { Budget, BudgetColors, DetailedBudget } from './Budget';
8
8
  export type { CashflowEvent, CashflowSequence, RepeatDay, RepeatInterval, RepeatMonth, RepeatWeekday, } from './Cashflow';
9
- export type { Category, CategoryTotal, DateRangeCategoryTotals, DetailedCategory, MonthlyAmount, MonthlyCategoryTotals, } from './Category';
9
+ export type { Category, CategoryListItem, CategoryTotal, DateRangeCategoryTotals, DetailedCategory, MonthlyAmount, MonthlyCategoryTotals, } from './Category';
10
10
  export type { Client, ClientColorScheme, ClientCommunicationProfile, ClientInsightProfile, ClientProfile, ClientStyleProfile, } from './Client';
11
11
  export type { DateType, DateRange } from './Date';
12
12
  export type { Expense } from './Expense';
@@ -6,6 +6,12 @@ export interface CreditScoreStatusCopy {
6
6
  exceptional: string;
7
7
  missing_data: string;
8
8
  }
9
+ export interface HealthScoreStatuDetailsCopy {
10
+ building: string;
11
+ stable: string;
12
+ strong: string;
13
+ vulnerable: string;
14
+ }
9
15
  interface KeyIndicatorBorrow {
10
16
  credit_score_fair_description: string;
11
17
  credit_score_good_description: string;
@@ -46,6 +52,8 @@ interface KeyIndicatorSpend {
46
52
  title: string;
47
53
  }
48
54
  export interface FinstrongCopy {
55
+ accordion_details_text: HealthScoreStatuDetailsCopy;
56
+ accordion_title_text: string;
49
57
  account: string;
50
58
  accounts: string;
51
59
  add_profile_item: string;
@@ -67,6 +75,8 @@ export interface FinstrongCopy {
67
75
  financial_profile_description: string;
68
76
  finstrong_freedom_description: string;
69
77
  footer_center_content_updated_just_now: string;
78
+ health_score_zero_title: string;
79
+ health_score_zero_description: string;
70
80
  how_do_we_do_this: string;
71
81
  insufficient_data: string;
72
82
  key_indicators: string;
@@ -0,0 +1,3 @@
1
+ export declare const FinancialStrengthCard: (() => import("react/jsx-runtime").JSX.Element) & {
2
+ displayName: string;
3
+ };
@@ -1,7 +1,11 @@
1
+ import { SxProps } from '@mui/material/styles';
1
2
  interface ConnectMoreAccountsCardProps {
2
3
  isDashboard?: boolean;
4
+ hasIcon?: boolean;
5
+ buttonText?: string;
3
6
  title?: string;
4
7
  description?: string;
8
+ sx?: SxProps;
5
9
  }
6
- export declare const ConnectMoreAccountsCard: ({ isDashboard, title, description, }: ConnectMoreAccountsCardProps) => import("react/jsx-runtime").JSX.Element;
10
+ export declare const ConnectMoreAccountsCard: ({ isDashboard, hasIcon, buttonText, title, description, sx, }: ConnectMoreAccountsCardProps) => import("react/jsx-runtime").JSX.Element;
7
11
  export {};
@@ -9,11 +9,11 @@ export declare class FinstrongStore {
9
9
  averageHealthScores: MonthlyHealthScore[];
10
10
  globalStore: GlobalStore;
11
11
  healthScore: HealthScore;
12
+ healthScoreChange?: number;
12
13
  healthScoreChangeReports: HealthScoreReport[];
13
14
  peerScore: number | null;
14
15
  constructor(globalStore: GlobalStore);
15
- get getHealthScore(): HealthScore;
16
- calculateHealthScore: () => Promise<void>;
16
+ calculateHealthScore: (needHealthScoreChangeReports?: boolean) => Promise<void>;
17
17
  loadAverageHealthScores: () => Promise<void>;
18
18
  loadHealthScoreChangeReports: () => Promise<void>;
19
19
  loadPeerScore: () => Promise<void>;
@@ -2,7 +2,7 @@ import { PieValueType } from '@mui/x-charts';
2
2
  import { CreditScoreStatusCopy, FinstrongCopy } from '../../common/types/localization/FinstrongCopy';
3
3
  import { Action } from '../components/ProfileList';
4
4
  export declare const radiansToDegrees: (radians: number) => number;
5
- export declare const calculateFinstrongScoreStatus: (healthScore: number, copy: FinstrongCopy) => string;
5
+ export declare const calculateFinstrongScoreStatus: (healthScore: number, copy: FinstrongCopy, needHealthScoreStatusDetails?: boolean) => string;
6
6
  export declare const CreditScoreLightColors: {
7
7
  POOR: string;
8
8
  FAIR: string;
@@ -1,18 +1,18 @@
1
1
  declare const contentSection: {
2
- accounts: import('react').FC<import('../../../../common').SectionProps>;
3
- alerts: import('react').FC<import('../../../../common').SectionProps>;
4
- budgets: import('react').FC<import('../../../../common').SectionProps>;
5
- cashflow: import('react').FC<import('../../../../common').SectionProps>;
6
- debts: import('react').FC<import('../../../../common').SectionProps>;
7
- general: import('react').FC<import('../../../../common').SectionProps>;
8
- goals: import('react').FC<import('../../../../common').SectionProps>;
9
- insights: import('react').FC<import('../../../../common').SectionProps>;
10
- investments: import('react').FC<import('../../../../common').SectionProps>;
11
- mobile: import('react').FC<import('../../../../common').SectionProps>;
12
- networth: import('react').FC<import('../../../../common').SectionProps>;
13
- recurring_transactions: import('react').FC<import('../../../../common').SectionProps>;
14
- spending: import('react').FC<import('../../../../common').SectionProps>;
15
- transactions: import('react').FC<import('../../../../common').SectionProps>;
16
- trends: import('react').FC<import('../../../../common').SectionProps>;
2
+ accounts: import('react').FC<import('../../../..').SectionProps>;
3
+ alerts: import('react').FC<import('../../../..').SectionProps>;
4
+ budgets: import('react').FC<import('../../../..').SectionProps>;
5
+ cashflow: import('react').FC<import('../../../..').SectionProps>;
6
+ debts: import('react').FC<import('../../../..').SectionProps>;
7
+ general: import('react').FC<import('../../../..').SectionProps>;
8
+ goals: import('react').FC<import('../../../..').SectionProps>;
9
+ insights: import('react').FC<import('../../../..').SectionProps>;
10
+ investments: import('react').FC<import('../../../..').SectionProps>;
11
+ mobile: import('react').FC<import('../../../..').SectionProps>;
12
+ networth: import('react').FC<import('../../../..').SectionProps>;
13
+ recurring_transactions: import('react').FC<import('../../../..').SectionProps>;
14
+ spending: import('react').FC<import('../../../..').SectionProps>;
15
+ transactions: import('react').FC<import('../../../..').SectionProps>;
16
+ trends: import('react').FC<import('../../../..').SectionProps>;
17
17
  };
18
18
  export { contentSection };
@@ -0,0 +1,22 @@
1
+ export * from './accounts';
2
+ export * from './analytics';
3
+ export * from './budgets';
4
+ export * from './cashflow';
5
+ export * from './categories';
6
+ export * from './common';
7
+ export * from './dashboard';
8
+ export * from './debts';
9
+ export * from './finstrong';
10
+ export * from './goals';
11
+ export * from './help';
12
+ export * from './investments';
13
+ export * from './merchants';
14
+ export * from './microinsights';
15
+ export * from './networth';
16
+ export * from './notifications';
17
+ export * from './recurringtransactions';
18
+ export * from './spending';
19
+ export * from './settings';
20
+ export * from './transactions';
21
+ export * from './trends';
22
+ export * from './finstrong';