@mx-cartographer/experiences 6.26.18-alpha.mega2 → 6.26.18-alpha.mega3

package/dist/help/constants/Help/index.es.js

@@ -0,0 +1,299 @@
+const e = [
+  {
+    flags: ["show_accounts_widget_in_master"],
+    guid: "accounts",
+    icon: "account_balance",
+    title: "Accounts",
+    topics: [
+      {
+        topicKey: "accounts-overview"
+      },
+      {
+        topicKey: "trouble-adding-an-account"
+      },
+      {
+        topicKey: "need-to-fix-a-broken-account"
+      },
+      {
+        topicKey: "seeing-outdated-accounts-or-paid-off-loans"
+      },
+      {
+        topicKey: "seeing-duplicate-accounts"
+      }
+    ]
+  },
+  {
+    flags: ["show_transactions_widget_in_master"],
+    guid: "transactions",
+    icon: "receipt_long",
+    title: "Transactions",
+    topics: [
+      {
+        topicKey: "transactions-overview"
+      },
+      {
+        topicKey: "seeing-duplicate-transactions"
+      },
+      {
+        topicKey: "missing-transactions"
+      },
+      {
+        topicKey: "pending-transactions"
+      },
+      {
+        topicKey: "exporting-transactions"
+      }
+    ]
+  },
+  {
+    flags: ["show_spending_widget_in_master"],
+    guid: "spending",
+    icon: "donut_small",
+    title: "Spending",
+    topics: [
+      {
+        topicKey: "spending-widget-overview"
+      },
+      {
+        topicKey: "not-seeing-all-spending-categories"
+      },
+      {
+        topicKey: "spending-categories-seem-inaccurate"
+      }
+    ]
+  },
+  {
+    flags: ["show_budgets_widget_in_master"],
+    guid: "budgets",
+    icon: "bubble_chart",
+    title: "Budgets",
+    topics: [
+      {
+        topicKey: "budgets-overview"
+      }
+    ]
+  },
+  {
+    flags: ["show_trends_widget_in_master"],
+    guid: "trends",
+    icon: "multiline_chart",
+    title: "Trends",
+    topics: [
+      {
+        topicKey: "trends-overview"
+      }
+    ]
+  },
+  {
+    flags: ["show_debts_widget_in_master"],
+    guid: "debts",
+    icon: "note_stack",
+    title: "Debts",
+    topics: [
+      {
+        topicKey: "debts-overview"
+      }
+    ]
+  },
+  {
+    flags: ["show_net_worth_widget_in_master"],
+    guid: "networth",
+    icon: "elevation",
+    title: "Net Worth",
+    topics: [
+      {
+        topicKey: "net-worth-overview"
+      }
+    ]
+  },
+  {
+    flags: ["show_goals_widget_in_master"],
+    guid: "goals",
+    icon: "trophy",
+    title: "Goals",
+    topics: [
+      {
+        topicKey: "goals-overview"
+      }
+    ]
+  },
+  {
+    flags: ["show_cash_flow_widget_in_master"],
+    guid: "cashflow",
+    icon: "flowsheet",
+    title: "Cash Flow",
+    topics: [
+      {
+        topicKey: "cash-flow-overview"
+      }
+    ]
+  },
+  {
+    flags: ["show_recurring_transactions_widget_in_master"],
+    guid: "recurring_transactions",
+    icon: "currency_exchange",
+    title: "Recurring Transactions",
+    topics: [
+      {
+        label: "Recurring Transactions Widget Overview",
+        topicKey: "overview"
+      }
+    ]
+  },
+  {
+    flags: ["show_investments_widget_in_master"],
+    guid: "investments",
+    icon: "bid_landscape",
+    title: "Investments",
+    topics: [
+      {
+        topicKey: "investments-overview"
+      }
+    ]
+  },
+  {
+    flags: ["show_notifications_widget_in_master"],
+    guid: "alerts",
+    icon: "account_balance",
+    title: "Alerts",
+    topics: [
+      {
+        topicKey: "notifications-overview"
+      }
+    ]
+  },
+  {
+    guid: "general",
+    icon: "info",
+    title: "General",
+    topics: [
+      {
+        topicKey: "is-my-data-private-and-secure"
+      },
+      {
+        topicKey: "why-are-some-of-my-transactions-uncategorized"
+      },
+      {
+        topicKey: "why-cant-i-see-the-software"
+      },
+      {
+        topicKey: "how-do-i-log-out-of-the-software"
+      }
+    ]
+  },
+  {
+    guid: "insights",
+    icon: "lightbulb",
+    title: "Insights",
+    topics: [
+      {
+        topicKey: "insights-widget-overview"
+      }
+    ]
+  },
+  {
+    flags: ["display_mobile_devices_in_settings"],
+    guid: "mobile",
+    icon: "phone_iphone",
+    title: "Mobile",
+    topics: [
+      {
+        topicKey: "mobile-devices-overview"
+      }
+    ]
+  }
+], t = [
+  {
+    guid: "personal_information",
+    icon: "person",
+    topics: [
+      {
+        type: "external"
+      },
+      {
+        type: "external"
+      },
+      {
+        type: "internal"
+      },
+      {
+        type: "external"
+      }
+    ]
+  },
+  {
+    guid: "money_movement",
+    icon: "currency_exchange",
+    topics: [
+      {
+        type: "external"
+      },
+      {
+        type: "external"
+      },
+      {
+        type: "external"
+      },
+      {
+        type: "external"
+      }
+    ]
+  },
+  {
+    guid: "institution",
+    icon: "account_balance",
+    topics: [
+      {
+        type: "external"
+      },
+      {
+        type: "other"
+      },
+      {
+        type: "internal"
+      },
+      {
+        type: "internal"
+      }
+    ]
+  },
+  {
+    guid: "transactions",
+    icon: "compare_arrows",
+    topics: [
+      {
+        type: "internal"
+      },
+      {
+        type: "external"
+      },
+      {
+        type: "internal"
+      }
+    ]
+  }
+], i = [
+  {
+    type: "external"
+  },
+  {
+    type: "external"
+  },
+  {
+    type: "external"
+  },
+  {
+    type: "external"
+  },
+  {
+    type: "other"
+  },
+  {
+    type: "internal"
+  }
+];
+export {
+  t as HELP_BY_CATEGORY_LIST,
+  e as HELP_CATEGORIES,
+  i as POPULAR_TOPICS_LIST
+};

package/dist/help/constants/HelpImages/index.es.js

@@ -0,0 +1,47 @@
+const n = "https://content.moneydesktop.com/storage/MD_Assets/md/help", t = {
+  ACCOUNT_DETAILS: `${n}/account/AccountDetails.png`,
+  ACCOUNT_OVERVIEW: `${n}/account/AccountsOverview.png`,
+  ACCOUNT_ADD: `${n}/account/AddAccount.png`,
+  ACCOUNT_BROKEN_CONNECTION: `${n}/account/BrokenConnection.png`,
+  ACCOUNT_HIDE: `${n}/account/AccountHide.png`,
+  ACCOUNT_MANAGE_CONNECTIONS: `${n}/account/ManageConnections.png`,
+  BUDGETS_ADD_SUB_BUDGET: `${n}/budgets/AddSubBudget.png`,
+  BUDGETS_WIDGET: `${n}/budgets/BudgetWidget.png`,
+  BUDGETS_EDIT_INCOME: `${n}/budgets/EditIncome.png`,
+  CASHFLOW_WIDGET: `${n}/cashflow/CashFlowWidget.png`,
+  CASHFLOW_EXPENSE_DETAILS: `${n}/cashflow/ExpenseDetailsCurrent.png`,
+  CASHFLOW_MANAGE_EXPENSES: `${n}/cashflow/ManageExpenses.png`,
+  DEBTS_DETAILS: `${n}/debts/DebtDetails.png`,
+  DEBTS_OVERVIEW: `${n}/debts/DebtOverview.png`,
+  DEBTS_PRIORITIZATION: `${n}/debts/DebtPrioritization.png`,
+  DEBTS_SNOWBALL_METHOD: `${n}/debts/SnowballMethod.png`,
+  GENERAL_CATEGORIZE_TRANSACTIONS: `${n}/general/CategorizeTransactions.png`,
+  GOALS_CREATE_GOAL: `${n}/goals/CreateGoal.png`,
+  GOALS_DEBT_GOALS: `${n}/goals/DebtGoals.png`,
+  GOALS_WIDGET_OVERVIEW: `${n}/goals/GoalsWidgetOverview.png`,
+  GOALS_MANAGE_GOALS: `${n}/goals/ManageGoals.png`,
+  GOALS_RETIREMENT_GOALS: `${n}/goals/RetirementGoals.png`,
+  GOALS_SAVINGS_GOALS: `${n}/goals/SavingsGoals.png`,
+  INSIGHTS_CAROUSEL: `${n}/insights/InsightsCarousel.png`,
+  INSIGHTS_FEED: `${n}/insights/InsightsFeed.png`,
+  INVESTMENTS_WIDGET_DETAILS: `${n}/investments/WidgetDetails.png`,
+  MOBILE_ADD_MOBILE_DEVICE: `${n}/mobile/AddMobileDevice.png`,
+  NETWORTH_ASSETS_LIABILITIES: `${n}/networth/AssetsLiabilities.png`,
+  NETWORTH_GAINS_LOSSES: `${n}/networth/GainsLosses.png`,
+  NETWORTH_WIDGET: `${n}/networth/NetWorthWidget.png`,
+  NOTIFICATIONS_MANAGING: `${n}/notifications/ManagingNotifications.png`,
+  NOTIFICATIONS_OVERVIEW: `${n}/notifications/NotificationOverview.png`,
+  RECURRING_TRANSACTIONS_EXPENSE_DETAILS: `${n}/recurringtransactions/expenseDetails.png`,
+  RECURRING_TRANSACTIONS_MANAGE_EXPENSES: `${n}/recurringtransactions/manageExpenses.png`,
+  RECURRING_TRANSACTIONS_OVERVIEW: `${n}/recurringtransactions/overview.png`,
+  SPENDING_WIDGET: `${n}/spending/SpendingWidget.png`,
+  TRANSACTIONS_CATEGORIZE: `${n}/transactions/CategorizeTransactions.png`,
+  TRANSACTIONS_EDIT: `${n}/transactions/EditTransactions.png`,
+  TRANSACTIONS_EXPORT: `${n}/transactions/ExportTransactions.png`,
+  TRANSACTIONS_OVERVIEW: `${n}/transactions/Overview.png`,
+  TRANSACTIONS_RULES: `${n}/transactions/TransactionRules.png`,
+  TRENDS_WIDGET: `${n}/trends/TrendsWidget.png`
+};
+export {
+  t as HELP_IMAGES
+};

package/dist/help/index.es.js

@@ -0,0 +1,6 @@
+import { HelpWidget as p } from "./HelpWidget/index.es.js";
+import { Help as t } from "./components/Help/index.es.js";
+export {
+  t as Help,
+  p as HelpWidget
+};

package/dist/help/store/HelpStore/index.es.js

@@ -0,0 +1,42 @@
+import { makeAutoObservable as r } from "mobx";
+import { HelpApi as o } from "../../api/HelpApi/index.es.js";
+import { getAccessibleHelpCategories as i } from "../../utils/getAccessibleHelpCategories/index.es.js";
+class n {
+  alert = { message: "", severity: void 0 };
+  api = new o("/", "");
+  appConfig;
+  globalStore;
+  isLoading = !1;
+  constructor(e) {
+    this.globalStore = e, this.api = new o(e.endpoint, e.sessionToken), r(this);
+  }
+  createSupportTicket = async (e) => {
+    try {
+      this.isLoading = !0, await this.api.createSupportTicket(e), this.setAlert(this.copy.request_support_submit_success_message, "success");
+    } catch (t) {
+      this.setAlert(this.copy.request_support_submit_failure_message, "error"), console.error("Error occurred while submitting:", t);
+    } finally {
+      this.isLoading = !1;
+    }
+  };
+  setAlert = (e, t = void 0) => this.alert = { message: e, severity: t };
+  get copy() {
+    return this.globalStore.copyStore.copy.help;
+  }
+  get helpCategories() {
+    const { client_communication_profile: e, client_profile: t } = this.globalStore.appDataStore.appData, {
+      help: { category_list: s }
+    } = this.globalStore.copyStore.copy;
+    return i(
+      {
+        ...e,
+        ...t,
+        ...this.globalStore.appConfig.config
+      },
+      s
+    );
+  }
+}
+export {
+  n as HelpStore
+};

package/dist/help/utils/getAccessibleHelpCategories/index.es.js

@@ -0,0 +1,21 @@
+import { HELP_CATEGORIES as n } from "../../constants/Help/index.es.js";
+const a = (e, t) => e.guid === "general" || e.guid === "insights" ? !0 : e.flags ? e.flags.every((s) => t[s]) : !1, u = (e, t) => {
+  const s = [];
+  for (const i of n) {
+    const o = t[i.guid];
+    if (!o) continue;
+    const r = {
+      ...i,
+      title: o.label,
+      topics: i.topics.map(({ topicKey: l }, c) => ({
+        topicKey: l,
+        label: o.topics[c]
+      }))
+    };
+    a(r, e) && s.push(r);
+  }
+  return s;
+};
+export {
+  u as getAccessibleHelpCategories
+};

package/dist/help/utils/getInstitutionsBasedOnGuid/index.es.js

@@ -0,0 +1,14 @@
+const p = (o, s, e) => {
+  const n = s.reduce((r, { institution_guid: t }) => (r[t] = (r[t] || 0) + 1, r), {});
+  return o.filter(({ guid: r }) => !!n[r]).map(({ guid: r, ...t }) => {
+    const u = `${n[r]} ${n[r] === 1 ? e.singular : e.plural}`;
+    return {
+      ...t,
+      guid: r,
+      subtitle: u
+    };
+  });
+};
+export {
+  p as getInstitutionsBasedOnGuid
+};

package/dist/index.d.ts

@@ -1,22 +0,0 @@
-export * from './accounts';
-export * from './analytics';
-export * from './budgets';
-export * from './cashflow';
-export * from './categories';
-export * from './common';
-export * from './dashboard';
-export * from './debts';
-export * from './finstrong';
-export * from './goals';
-export * from './help';
-export * from './investments';
-export * from './merchants';
-export * from './microinsights';
-export * from './networth';
-export * from './notifications';
-export * from './recurringtransactions';
-export * from './spending';
-export * from './settings';
-export * from './transactions';
-export * from './trends';
-export * from './finstrong';

package/dist/insights/index.d.ts

@@ -0,0 +1 @@
+export { BeatStore } from './store/BeatStore';

package/dist/insights/index.es.js

@@ -0,0 +1,4 @@
+import { BeatStore as r } from "./store/BeatStore/index.es.js";
+export {
+  r as BeatStore
+};

package/dist/insights/store/BeatStore/index.es.js

@@ -0,0 +1,35 @@
+import { makeAutoObservable as r, runInAction as o } from "mobx";
+import { BeatApi as i } from "../../../common/api/BeatApi/index.es.js";
+import { transformOfferIntoBeatLikeObject as n, orderArray as f } from "../../../microinsights/utils/beatUtils/index.es.js";
+class B {
+  globalStore;
+  api = new i("/", "");
+  beats = [];
+  isLoading = !1;
+  constructor(t) {
+    this.globalStore = t, this.api = new i(t.endpoint, t.sessionToken), r(this);
+  }
+  loadBeats = async () => {
+    this.isLoading = !0;
+    const t = await this.api.getBeats(), s = (await this.api.getOffers()).map((e) => n(e));
+    o(() => {
+      this.beats = f(t, s, "active_at", "desc"), this.isLoading = !1;
+    });
+  };
+  getFilteredBeats(t) {
+    const { categoryGuids: a, templates: s } = t;
+    let e = this.beats;
+    return a && (e = this.filterBeatsByCategory(e, a)), s && (e = this.filterBeatsByTemplate(e, s)), e;
+  }
+  // Return beats with any beat.category_guids that are in categoryGuids
+  filterBeatsByCategory(t, a) {
+    return t.filter((s) => s.category_guids?.some((e) => a.includes(e)));
+  }
+  // Return beats with a beat.template that is in templates
+  filterBeatsByTemplate(t, a) {
+    return t.filter((s) => a.some((e) => s.template === e));
+  }
+}
+export {
+  B as BeatStore
+};

package/dist/investments/InvestmentsWidget/index.es.js

@@ -0,0 +1,107 @@
+import { jsx as t, jsxs as l, Fragment as N } from "react/jsx-runtime";
+import m from "react";
+import { observer as L } from "mobx-react-lite";
+import x from "@mui/material/Stack";
+import W from "@mui/material/Tab";
+import w from "@mui/material/Tabs";
+import O from "../../accounts/components/ConnectionsDrawer/index.es.js";
+import D from "../components/Allocation/index.es.js";
+import G from "../components/Analysis/index.es.js";
+import M from "../components/Overview/index.es.js";
+import { TabTitle as k } from "../components/TabTitle/index.es.js";
+import { useEvent as K, useAccountStore as F, useHoldingStore as C, useGlobalCopyStore as V, useGlobalUiStore as H } from "../../common/context/hooks/index.es.js";
+import { useScreenSize as U } from "../../common/hooks/useScreenSize/index.es.js";
+import j from "../../common/components/Loader/index.es.js";
+import { ANALYTICS_EVENTS as e } from "../../common/constants/Analytics/index.es.js";
+import z from "../../common/components/WidgetContainer/index.es.js";
+import { EmptyState as R } from "../../common/components/EmptyState/index.es.js";
+const at = L(({ onBackClick: _, sx: T }) => {
+  const { onEvent: s } = K(), { isMobile: u } = U(), { visibleInvestmentAccounts: n } = F(), {
+    visibleHoldings: f,
+    setShowConnectionsWidget: p,
+    showConnectionsWidget: b
+  } = C(), { investments: o, accounts: E } = V(), { isCopyLoaded: S, isInitialized: r, setSelectedAccounts: I } = H(), [i, h] = m.useState(0), { loadHoldings: v } = C();
+  m.useEffect(() => {
+    I(n);
+  }, [n]), m.useEffect(() => {
+    r && v().finally();
+  }, [r]);
+  const g = () => {
+    s(e.INVESTMENT_WIDGET_ACCOUNT_FILTER_CLICK);
+  };
+  if (!S || !r) return /* @__PURE__ */ t(j, {});
+  const y = [
+    e.INVESTMENT_WIDGET_DETAILS_CLICK,
+    e.INVESTMENT_WIDGET_ALLOCATION_CLICK,
+    e.INVESTMENT_WIDGET_ANALYSIS_CLICK
+  ], c = n.length === 0 && f.length === 0, A = [
+    o.tab_overview_title,
+    o.tab_allocation_title,
+    o.tab_analysis_title
+  ];
+  return /* @__PURE__ */ l(
+    z,
+    {
+      accountOptions: n,
+      onAccountsFilterClick: g,
+      onBackClick: _,
+      sx: T,
+      title: o.title,
+      children: [
+        /* @__PURE__ */ l(x, { mx: u ? 0 : 48, my: 24, children: [
+          /* @__PURE__ */ t(
+            w,
+            {
+              onChange: (a, d) => {
+                h(d), s(y[d]);
+              },
+              sx: { bgcolor: "background.paper" },
+              textColor: "primary",
+              value: c ? -1 : i,
+              variant: "fullWidth",
+              children: A.map((a) => /* @__PURE__ */ t(W, { disabled: c, label: /* @__PURE__ */ t(k, { title: a }) }, a))
+            }
+          ),
+          c ? /* @__PURE__ */ t(
+            R,
+            {
+              header: o.empty_state_header,
+              icon: "bid_landscape",
+              onClick: () => {
+                p(!0), s(e.ACCOUNTS_CLICK_CONNECT);
+              },
+              primaryButton: o.overview.connect_accounts,
+              subText: o.empty_state_description,
+              sx: {
+                width: { sm: 432 },
+                ".buttons-footer": {
+                  width: 167
+                },
+                ".MuiTypography-h2": {
+                  mt: 20,
+                  mb: 4
+                },
+                px: 16
+              }
+            }
+          ) : /* @__PURE__ */ l(N, { children: [
+            i === 0 && /* @__PURE__ */ t(M, {}),
+            i === 1 && /* @__PURE__ */ t(D, {}),
+            i === 2 && /* @__PURE__ */ t(G, {})
+          ] })
+        ] }),
+        /* @__PURE__ */ t(
+          O,
+          {
+            onClose: () => p(!1),
+            showConnectionsWidget: b,
+            title: E.manage_connections
+          }
+        )
+      ]
+    }
+  );
+});
+export {
+  at as InvestmentsWidget
+};

package/dist/investments/api/HoldingApi/index.es.js

@@ -0,0 +1,13 @@
+import { Fetch as s } from "../../../common/utils/Fetch/index.es.js";
+import { ApiEndpoints as e } from "../../../common/constants/ApiEndpoints/index.es.js";
+class h {
+  fetchInstance;
+  constructor(t, n) {
+    this.fetchInstance = new s(t, n);
+  }
+  getHoldings = async () => this.fetchInstance.get(e.HOLDINGS).then((t) => t.holdings);
+  updateHoldings = async (t) => this.fetchInstance.put(`${e.HOLDINGS}/${t.guid}`, t).then((n) => n.holding);
+}
+export {
+  h as HoldingApi
+};