@mx-cartographer/experiences 8.0.19 → 8.0.20
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/CHANGELOG.md +8 -4
- package/dist/{AccountStore-DpYvNnql.mjs → AccountStore-B7zfcad7.mjs} +1 -1
- package/dist/{BudgetUtil-CLhRnCoX.mjs → BudgetUtil-DZpOoZQa.mjs} +1 -1
- package/dist/{GlobalAccountFilter-B73Pw1hJ.mjs → GlobalAccountFilter-CmnaZDS6.mjs} +27 -27
- package/dist/{Help-DBAosGjO.mjs → Help-BkmSY96v.mjs} +1 -1
- package/dist/{ManageIncome-CvfRTf-j.mjs → ManageIncome-BJ7c7plg.mjs} +1 -1
- package/dist/{NotificationSettings-D7VqsrZy.mjs → NotificationSettings-DBT37CVB.mjs} +1 -1
- package/dist/{RecurringSettings-DJIUgK5A.mjs → RecurringSettings-DnD0AqWa.mjs} +1 -1
- package/dist/{SpendingLegend-BCnXkPCD.mjs → SpendingLegend-CypdabwS.mjs} +1 -1
- package/dist/{TransactionDetails-KklNHa-s.mjs → TransactionDetails-D6XZakc-.mjs} +1 -1
- package/dist/WidgetContainer-DYKMArWw.mjs +468 -0
- package/dist/accounts/index.es.js +95 -93
- package/dist/budgets/index.es.js +448 -444
- package/dist/cashflow/index.es.js +233 -231
- package/dist/common/components/GlobalAccountFilter.d.ts +2 -1
- package/dist/common/components/WidgetContainer.d.ts +2 -1
- package/dist/common/components/WidgetDateRangeSelector.d.ts +12 -0
- package/dist/common/hooks/index.d.ts +1 -0
- package/dist/common/hooks/useWidgetHeaderStyles.d.ts +32 -0
- package/dist/common/index.es.js +133 -132
- package/dist/core/types/Widgets.d.ts +1 -0
- package/dist/dashboard/index.es.js +3 -3
- package/dist/debts/components/actions/DebtsPriorityAction.d.ts +2 -1
- package/dist/debts/components/debtspriority/DebtsPriorityButton.d.ts +2 -1
- package/dist/debts/index.es.js +589 -587
- package/dist/finstrong/FinstrongWidget.d.ts +1 -1
- package/dist/finstrong/index.es.js +737 -745
- package/dist/goals/GoalsWidget.d.ts +1 -1
- package/dist/goals/index.es.js +439 -438
- package/dist/help/HelpWidget.d.ts +1 -1
- package/dist/help/index.es.js +21 -12
- package/dist/investments/InvestmentsWidget.d.ts +1 -1
- package/dist/investments/index.es.js +418 -417
- package/dist/networth/index.es.js +265 -278
- package/dist/notifications/index.es.js +1 -1
- package/dist/recurringtransactions/RecurringTransactionsWidget.d.ts +1 -1
- package/dist/recurringtransactions/index.es.js +235 -232
- package/dist/settings/SettingsWidget.d.ts +1 -1
- package/dist/settings/index.es.js +283 -282
- package/dist/spending/index.es.js +109 -108
- package/dist/transactions/index.es.js +280 -277
- package/dist/trends/index.es.js +622 -615
- package/dist/{useScreenSize-B6JyS_Lj.mjs → useScreenSize-CUcpY7aJ.mjs} +1 -1
- package/package.json +1 -1
- package/dist/WidgetContainer-D-pbSa7L.mjs +0 -441
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import { jsxs as o, jsx as e, Fragment as ae } from "react/jsx-runtime";
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import T, { useState as O } from "react";
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import { observer as $ } from "mobx-react-lite";
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import _ from "@mui/material/Stack";
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import Fe from "@mui/material/Tab";
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import { Text as i, P as X, InstitutionLogo as oe } from "@mxenabled/mxui";
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import Ue from "@mui/material/Button";
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import { u as
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import { u as N, g as ve, s as U, b as J, d as le } from "../hooks-BxkfR-Ff.mjs";
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import { A as z } from "../Analytics-0Xm_BjHU.mjs";
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import { a as je, f as ie } from "../NumberFormatting-QCaNwbjv.mjs";
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import { u as j } from "../useScreenSize-CUcpY7aJ.mjs";
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import ce from "@mui/material/styles/useTheme";
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import { Icon as B } from "@mxenabled/mx-icons";
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import { D as He } from "../Donut-CpxJlVvJ.mjs";
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import { D as $e } from "../Drawer-Bbe4AMB1.mjs";
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import { W as Ye } from "../WidgetContainer-DYKMArWw.mjs";
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import { A as Qe } from "../Account-BiB1F8lL.mjs";
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const me = ({ sx: t = {} }) => {
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const { investments: u } = N(), { onEvent: c } = ve(), { setShowConnectionsWidget: m } = U();
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/* @__PURE__ */ e(i, { sx: { fontWeight: 600, whiteSpace: "normal" }, variant: "body1", children: u.overview.investment_accounts_footer }),
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const d = t.map(({ guid: n }) => n), l = c.filter(({ account_guid: n }) => d.includes(n)).map((n) => ({
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name: n.symbol || n.description,
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cashBalance: n.cashBalance + (g.cash_balance || 0),
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totalMarketValue:
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investmentsData: f,
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donutData: r,
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totalAmount: v,
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totalGainLoss: s,
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totalMarketValue: y,
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totalGainLossPercentage: s / h
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}, se = (t) => t < 1e-3 ? "< 0.1%" : je(t), R = (t) => t === 0 ? ie(t, "0,0.00") : et(t, -0.01, 0.01) ? "< $0.01" : ie(t, "0,0.00"), ot = ({
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} = N(), x = [
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], h = !t?.investmentsData.length, { isSmallMobile: b } = j();
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return /* @__PURE__ */ o(_, { sx: { mt: 15, gap: 12, width: d ? 250 : 412 }, children: [
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children: x.map(({ label: s, value: y }) => /* @__PURE__ */ e(ye, { color: "primary", value: y, children: /* @__PURE__ */ e(i, { bold: !0, textTransform: "capitalize", variant: "body1", children: s }) }, s))
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/* @__PURE__ */ e(te, { sx: { px: 12 }, children: t.investmentsData.map((s) => /* @__PURE__ */ o(T.Fragment, { children: [
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const {
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investments: { analysis: t }
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/* @__PURE__ */ e(
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{
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{
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const
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u.map((r, n, g) => /* @__PURE__ */ e(_, { sx: { flexDirection: "row", gap: 4 }, children: r.map((C, D) => {
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),
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/* @__PURE__ */ e(
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+
i,
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{
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color:
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fontWeight:
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color: r.totalGainLoss <= 0 ? "grey.700" : "success.main",
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+
fontWeight: r.totalGainLoss <= 0 ? 400 : 700
|
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},
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variant: "caption",
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|
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children:
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children: r.costBasis ? `${(r.totalGainLoss / r.costBasis * 100).toFixed(2)}%` : "0.00%"
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|
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/* @__PURE__ */ e(
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/* @__PURE__ */ e(i, { sx: { color: "grey.700" }, variant: "caption", children: "|" }),
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i,
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fontWeight: r.totalGainLoss <= 0 ? 400 : 700
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},
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variant: "caption",
|
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830
|
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children: Math.abs(
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|
+
children: Math.abs(r.totalGainLoss).toLocaleString("en-US", {
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currency: "USD",
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B,
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@@ -854,7 +854,7 @@ const me = ({ sx: t = {} }) => {
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856
856
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/* @__PURE__ */ e(_e, { children: /* @__PURE__ */ o(
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alignItems: "center",
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@@ -863,10 +863,10 @@ const me = ({ sx: t = {} }) => {
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pl: 24
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},
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children: [
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/* @__PURE__ */ e(
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/* @__PURE__ */ o(
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/* @__PURE__ */ e(p, { sx: { width: 32 } }),
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/* @__PURE__ */ o(p, { sx: { flex: 1 }, children: [
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/* @__PURE__ */ o(
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pr: 24
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/* @__PURE__ */ e(
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/* @__PURE__ */ e(
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/* @__PURE__ */ e(i, { sx: { color: "text.primary" }, variant: "body1", children: h.overview.quantity }),
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/* @__PURE__ */ o(
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alignItems: "center",
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pr: 24
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/* @__PURE__ */ e(
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/* @__PURE__ */ o(
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p,
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direction: "row",
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904
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gap: 4
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905
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Ce,
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911
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913
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911
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-
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929
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930
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930
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|
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de,
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938
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|
939
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941
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942
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953
953
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|
|
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]
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|
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-
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r.id
|
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957
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|
|
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/* @__PURE__ */ e(i, { sx: { color: "text.primary", fontWeight: 600, fontSize: 14 }, variant: "body2", children: t.colDef.headerName }),
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/* @__PURE__ */ e(B, { name: "expand_all", size: 12 })
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968
968
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969
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970
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{
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@@ -982,29 +982,29 @@ const me = ({ sx: t = {} }) => {
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{
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-
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/* @__PURE__ */ e(
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992
992
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{
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1007
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1006
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/* @__PURE__ */ e(
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1070
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variant: "body2",
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1071
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/* @__PURE__ */ e(i, { sx: { color: "text.secondary" }, variant: "caption", children: "|" }),
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/* @__PURE__ */ e(
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fontWeight: n.value > 0 ? 700 : 400
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|
variant: "body2",
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@@ -1096,10 +1096,10 @@ const me = ({ sx: t = {} }) => {
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|
},
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|
{
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1099
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1100
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1102
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|
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|
children: /* @__PURE__ */ e(
|
|
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Pe,
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1122
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1124
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1125
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@@ -1131,67 +1131,67 @@ const me = ({ sx: t = {} }) => {
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1131
1131
|
}
|
|
1132
1132
|
);
|
|
1133
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|
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|
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1134
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-
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1134
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+
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1135
1135
|
accounts: [],
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|
1136
1136
|
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|
1137
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-
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|
1138
|
-
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1139
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-
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|
|
1140
|
-
const
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|
1141
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-
/^\d*\.?\d*$/.test(
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|
1142
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-
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|
|
1143
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1144
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|
|
1145
|
-
const
|
|
1146
|
-
if (!
|
|
1147
|
-
const
|
|
1148
|
-
if (
|
|
1149
|
-
const E =
|
|
1150
|
-
(S) => S.id ===
|
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+
/* @__PURE__ */ e(i, { sx: { color: "text.secondary" }, variant: "caption", children: r.overview.total_gain_Loss }),
|
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/* @__PURE__ */ o(
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-
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+
p,
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{
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sx: {
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alignItems: "center",
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@@ -1457,14 +1457,14 @@ const me = ({ sx: t = {} }) => {
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{
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name: S >= 0 ? "trending_up" : "trending_down",
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size: 20,
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sx: { color:
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+
sx: { color: L(S) }
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}
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),
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/* @__PURE__ */ o(
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-
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+
i,
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|
{
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sx: {
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color:
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color: L(S),
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fontWeight: 600
|
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},
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variant: "body1",
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@@ -1474,12 +1474,12 @@ const me = ({ sx: t = {} }) => {
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]
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}
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),
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-
/* @__PURE__ */ e(
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+
/* @__PURE__ */ e(i, { sx: { color: "text.secondary" }, variant: "caption", children: "|" }),
|
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/* @__PURE__ */ e(
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+
i,
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{
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sx: {
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color:
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color: L(S),
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fontWeight: 600
|
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|
},
|
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variant: "body1",
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@@ -1495,9 +1495,9 @@ const me = ({ sx: t = {} }) => {
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}
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|
)
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] }),
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|
-
/* @__PURE__ */ e(
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|
-
/* @__PURE__ */ e(
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1500
|
-
/* @__PURE__ */ e(
|
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1498
|
+
/* @__PURE__ */ e(p, { sx: { alignItems: "flex-end", gap: 12, pb: 14, pl: 16, pr: 16, pt: 14 }, children: /* @__PURE__ */ o(p, { sx: { alignItems: "flex-end" }, children: [
|
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|
+
/* @__PURE__ */ e(i, { sx: { color: "text.secondary" }, variant: "caption", children: r.overview.total_value }),
|
|
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|
+
/* @__PURE__ */ e(i, { sx: { color: "text.primary", fontWeight: 600 }, variant: "body1", children: E?.toLocaleString("en-US", {
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|
currency: "USD",
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maximumFractionDigits: 2,
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minimumFractionDigits: 2,
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|
@@ -1512,8 +1512,8 @@ const me = ({ sx: t = {} }) => {
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|
gt,
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{
|
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|
currentEditedCostBasis: D,
|
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|
-
data:
|
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|
-
editingHoldingId:
|
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|
+
data: w,
|
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|
+
editingHoldingId: g,
|
|
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|
handleCostBasisBlur: ee,
|
|
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|
handleCostBasisChange: Z,
|
|
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|
handleCostBasisClick: H,
|
|
@@ -1522,16 +1522,16 @@ const me = ({ sx: t = {} }) => {
|
|
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|
) }) })
|
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|
]
|
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|
},
|
|
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|
-
|
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|
+
a.guid
|
|
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|
);
|
|
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|
}),
|
|
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|
/* @__PURE__ */ e(me, {}),
|
|
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|
/* @__PURE__ */ e(
|
|
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|
ht,
|
|
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|
{
|
|
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|
-
accountHoldingsData:
|
|
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|
+
accountHoldingsData: b,
|
|
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|
currentEditedCostBasis: D,
|
|
1534
|
-
editingHoldingId:
|
|
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|
+
editingHoldingId: g,
|
|
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|
handleCostBasisBlur: ee,
|
|
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|
handleCostBasisChange: Z,
|
|
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|
handleCostBasisClick: H,
|
|
@@ -1543,76 +1543,77 @@ const me = ({ sx: t = {} }) => {
|
|
|
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|
/* @__PURE__ */ e(
|
|
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|
pe,
|
|
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|
{
|
|
1546
|
-
onClose: () =>
|
|
1547
|
-
showConnectionsWidget:
|
|
1548
|
-
title:
|
|
1546
|
+
onClose: () => h(!1),
|
|
1547
|
+
showConnectionsWidget: x,
|
|
1548
|
+
title: y.manage_connections
|
|
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|
}
|
|
1550
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|
)
|
|
1551
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|
] }) : /* @__PURE__ */ e(De, {});
|
|
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|
-
}, xt = $(pt), yt = ({ title: t }) => /* @__PURE__ */ e(
|
|
1553
|
-
const { onEvent:
|
|
1552
|
+
}, xt = $(pt), yt = ({ title: t }) => /* @__PURE__ */ e(i, { bold: !0, variant: "body1", children: t }), dn = $(({ onBackClick: t, onMenuClick: u, sx: c }) => {
|
|
1553
|
+
const { onEvent: m } = ve(), { isMobile: f } = j(), {
|
|
1554
1554
|
isAccountDataLoaded: v,
|
|
1555
|
-
loadAccountData:
|
|
1556
|
-
visibleInvestmentAccounts:
|
|
1555
|
+
loadAccountData: d,
|
|
1556
|
+
visibleInvestmentAccounts: l
|
|
1557
1557
|
} = le(), {
|
|
1558
|
-
visibleHoldings:
|
|
1559
|
-
setShowConnectionsWidget:
|
|
1560
|
-
showConnectionsWidget:
|
|
1561
|
-
} = U(), { investments:
|
|
1558
|
+
visibleHoldings: x,
|
|
1559
|
+
setShowConnectionsWidget: h,
|
|
1560
|
+
showConnectionsWidget: b
|
|
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|
+
} = U(), { investments: s, accounts: y } = N(), { isInitialized: r } = J(), [n, g] = T.useState(0), { loadHoldings: C, holdingsLoaded: D } = U();
|
|
1562
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|
Ke({
|
|
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|
widgetName: "InvestmentsWidget",
|
|
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|
-
isLoaded:
|
|
1565
|
-
}),
|
|
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|
-
v ||
|
|
1567
|
-
}, []),
|
|
1568
|
-
|
|
1569
|
-
}, [
|
|
1570
|
-
const
|
|
1571
|
-
|
|
1564
|
+
isLoaded: D
|
|
1565
|
+
}), T.useEffect(() => {
|
|
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|
+
v || d().finally();
|
|
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|
+
}, []), T.useEffect(() => {
|
|
1568
|
+
r && C().finally();
|
|
1569
|
+
}, [r]);
|
|
1570
|
+
const k = () => {
|
|
1571
|
+
m(z.INVESTMENT_WIDGET_ACCOUNT_FILTER_CLICK);
|
|
1572
1572
|
};
|
|
1573
|
-
if (!
|
|
1574
|
-
const
|
|
1573
|
+
if (!r || !D) return /* @__PURE__ */ e(De, {});
|
|
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|
+
const W = [
|
|
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|
z.INVESTMENT_WIDGET_DETAILS_CLICK,
|
|
1576
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|
z.INVESTMENT_WIDGET_ALLOCATION_CLICK,
|
|
1577
1577
|
z.INVESTMENT_WIDGET_ANALYSIS_CLICK
|
|
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|
-
],
|
|
1579
|
-
|
|
1580
|
-
|
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1581
|
-
|
|
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|
+
], A = l.length === 0 && x.length === 0, G = [
|
|
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|
+
s.tab_overview_title,
|
|
1580
|
+
s.tab_allocation_title,
|
|
1581
|
+
s.tab_analysis_title
|
|
1582
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|
];
|
|
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|
return /* @__PURE__ */ o(
|
|
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|
Ye,
|
|
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|
{
|
|
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|
allowedAccountTypes: [Qe.INVESTMENT],
|
|
1587
|
-
onAccountsFilterClick:
|
|
1587
|
+
onAccountsFilterClick: k,
|
|
1588
1588
|
onBackClick: t,
|
|
1589
|
-
|
|
1590
|
-
|
|
1589
|
+
onMenuClick: u,
|
|
1590
|
+
sx: c,
|
|
1591
|
+
title: s.title,
|
|
1591
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|
children: [
|
|
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|
-
/* @__PURE__ */ o(_, { mx:
|
|
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|
+
/* @__PURE__ */ o(_, { mx: f ? 0 : 48, my: 24, children: [
|
|
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|
/* @__PURE__ */ e(
|
|
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|
Ee,
|
|
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|
{
|
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|
-
onChange: (
|
|
1597
|
-
|
|
1597
|
+
onChange: (F, L) => {
|
|
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|
+
g(L), m(W[L]);
|
|
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|
},
|
|
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|
sx: { bgcolor: "background.paper" },
|
|
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|
textColor: "primary",
|
|
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|
-
value:
|
|
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|
+
value: A ? -1 : n,
|
|
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|
variant: "fullWidth",
|
|
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|
-
children:
|
|
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|
+
children: G.map((F) => /* @__PURE__ */ e(Fe, { disabled: A, label: /* @__PURE__ */ e(yt, { title: F }) }, F))
|
|
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|
}
|
|
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|
),
|
|
1606
|
-
|
|
1607
|
+
A ? /* @__PURE__ */ e(
|
|
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|
Je,
|
|
1608
1609
|
{
|
|
1609
|
-
header:
|
|
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|
+
header: s.empty_state_header,
|
|
1610
1611
|
icon: "bid_landscape",
|
|
1611
1612
|
onClick: () => {
|
|
1612
|
-
|
|
1613
|
+
h(!0), m(z.ACCOUNTS_CLICK_CONNECT);
|
|
1613
1614
|
},
|
|
1614
|
-
primaryButton:
|
|
1615
|
-
subText:
|
|
1615
|
+
primaryButton: s.overview.connect_accounts,
|
|
1616
|
+
subText: s.empty_state_description,
|
|
1616
1617
|
sx: {
|
|
1617
1618
|
width: { sm: 432 },
|
|
1618
1619
|
".buttons-footer": {
|
|
@@ -1626,17 +1627,17 @@ const me = ({ sx: t = {} }) => {
|
|
|
1626
1627
|
}
|
|
1627
1628
|
}
|
|
1628
1629
|
) : /* @__PURE__ */ o(ae, { children: [
|
|
1629
|
-
|
|
1630
|
-
|
|
1631
|
-
|
|
1630
|
+
n === 0 && /* @__PURE__ */ e(xt, {}),
|
|
1631
|
+
n === 1 && /* @__PURE__ */ e(st, {}),
|
|
1632
|
+
n === 2 && /* @__PURE__ */ e(mt, {})
|
|
1632
1633
|
] })
|
|
1633
1634
|
] }),
|
|
1634
1635
|
/* @__PURE__ */ e(
|
|
1635
1636
|
pe,
|
|
1636
1637
|
{
|
|
1637
|
-
onClose: () =>
|
|
1638
|
-
showConnectionsWidget:
|
|
1639
|
-
title:
|
|
1638
|
+
onClose: () => h(!1),
|
|
1639
|
+
showConnectionsWidget: b,
|
|
1640
|
+
title: y.manage_connections
|
|
1640
1641
|
}
|
|
1641
1642
|
)
|
|
1642
1643
|
]
|