@mx-cartographer/experiences 9.0.0-alpha.mega1 → 9.0.0

package/CHANGELOG.md

@@ -1,3 +1,679 @@
+## [9.0.0] - 05-14-2026
+
+- **UPDATED** - Upgraded core dependencies: React 18 to 19, MUI 5 to 7, MXUI 1 to 2, mx-icons 1 to 2, and Storybook 8.6.4 to 8.6.18
+- **UPDATED** - Migrated all MUI components from deprecated props to the new slotProps/slots API
+- **UPDATED** - Migrated MUI Grid components from v1 item/xs props to v2 size prop
+- **UPDATED** - Replaced removed MXUI components with mx-icons equivalents
+- **UPDATED** - Migrated theme palette references from border to neutral
+
+## [8.2.5] - 05-14-2026
+
+- **FIXED** - Payment due date logic in account details to ensure consistent UTC-based date rendering
+
+## [8.2.4] - 05-13-2026
+
+- **UPDATED** - Removed deprecated `variant` and `showBorder` props from Insights Micro Widget after `cardStyle` migration, reduce type duplication for micro insight `cards`
+
+## [8.2.3] - 05-11-2026
+
+- **UPDATED** - Adds suppport for `cardStyle` batcave setting for Insights Micro Widget
+
+## [8.2.2] - 05-08-2026
+
+- **UPDATED** - Narrowed microinsights component prop types and removed unused type exports
+
+## [8.2.1] - 05-07-2026
+
+- **FIXED** - Widget scrolling behavior
+
+## [8.2.0] - 05-05-2026
+
+- **UPDATED** - Moved all MobX stores into src/core/stores
+
+## [8.1.12] - 05-06-2026
+
+- **FIXED** - Spendng Donut initializing with mismatched date range category totals
+
+## [8.1.11] - 05-05-2026
+
+- **FIXED** - Spending chart crash on chart color index overflow
+
+## [8.1.10] - 05-05-2026
+
+- **UPDATED** - Error component UI and no network fallback
+
+## [8.1.9] - 04-29-2026
+
+- **FIXED** - Issue causing webviews to treat swipes on miniwidget as taps
+
+## [8.1.8] - 04-28-2026
+
+- **FIXED** - Issue causing retirement goals not to display unless there were savings and/or debt goals
+
+## [8.1.7] - 04-27-2026
+
+- **UPDATED** - Control available balance display via flag
+
+## [8.1.6] - 04-23-2026
+
+- **UPDATED** - Change hidden transactions to excluded transactions
+- **UPDATED** - Transaction list to always show hidden(excluded) transactions
+- **ADDED** - Snackbar alerts for transaction exclude/include success and failure
+
+## [8.1.5] - 04-23-2026
+
+- **FIXED** - Remove incorrect label from Goals Interest Rate Action
+
+## [8.1.4] - 04-22-2026
+
+- **FIXED** - Cash Flow widget | center read-only date range
+
+## [8.1.3] - 04-22-2026
+
+- **ADDED** - widget_size_changed event when the widget container size changes.
+
+## [8.1.2] - 04-22-2026
+
+- **FIXED** - Widget header title flash on initial render
+- **FIXED** - Menu button showing incorrectly on large viewports in compact containers
+
+## [8.1.1] - 04-22-2026
+
+- **FIXED** - payment dates
+
+## [8.1.0] - 04-21-2026
+
+**UPDATED** - All apis have been moved into `src/core/api`
+
+## [8.0.25] - 04-20-2026
+
+- **ADDED** - `Error` component from MD
+
+## [8.0.24] - 04-20-2026
+
+- **UPDATED** - `@tanstack/react-virtual` from 3.13.2 to 3.13.19
+
+## [8.0.23] - 04-20-2026
+
+- **UPDATED** - `posthog-js` from 1.230.1 to 1.356.1
+
+## [8.0.22] - 04-18-2026
+
+- **FIXED** - `CategoryBudget` label Bug.
+
+## [8.0.21] - 04-17-2026
+
+- **ADDED** - `ClientConfigurableCta` for Insights Card
+
+## [8.0.20] - 04-15-2026
+
+- **UPDATED** - Widget container header styles
+
+## [8.0.19] - 04-15-2026
+
+- **ADDED** - Added `DrillDown Static Calculation Drawer` for SaveAnExtra and SaveEnoughToLiveOn beats
+
+## [8.0.18] - 04-15-2026
+
+- **ADDED** - `DiscoveredAccountsConnect` component
+
+## [8.0.17] - 04-14-2026
+
+- **ADDED** - `target_origin_referrer` to `ClientConfig` and `MasterConfig` types
+
+## [8.0.16] - 04-13-2026
+
+- **ADDED** - Replenish Savings | DrillDown card
+
+## [8.0.15] - 04-13-2026
+
+- **UPDATED** - Added `Embedded Card in Transaction Details` and the View History functionality | Transaction History Drilldown drawer
+
+## [8.0.14] - 04-10-2026
+
+- **REMOVED** - unused `showCTAColocatedWithText` prop
+
+## [8.0.13] - 04-10-2026
+
+- **FIXED** - `Transactions` - SplitTransaction Duplication Bug.
+
+## [8.0.12] - 04-10-2026
+
+- **ADDED** - `Save an extra $100` component card added
+
+## [8.0.11] - 04-09-2026
+
+- **ADDED** - Analytics for `TransactionTable` category cell click
+- **FIXED** - `RecurringTransactions` to show yearly recurrences without past transactions within 90 days
+
+## [8.0.10] - 04-09-2026
+
+- **ADDED** - `P2PMultipleCategorization` component.
+
+## [8.0.9] - 04-09-2026
+
+- **ADDED** - `AccountBalanceCard` component.
+
+## [8.0.8] - 04-09-2026
+
+- **ADDED** - `Connection Details` drillDown.
+
+## [8.0.7] - 04-08-2026
+
+- **ADDED** - `Coupon` component
+
+## [8.0.6] - 04-08-2026
+
+- **ADDED** - `P2P Category Single Account card` component added
+
+## [8.0.5] - 04-08-2026
+
+- **ADDED** - `SaveEnoughToLiveOn` SVG component with theme support
+
+## [8.0.4] - 04-07-2026
+
+- **ADDED** - `ConnectionCard` component
+
+## [8.0.3] - 04-07-2026
+
+- **ADDED** - `DoubleBarChartMXUI` component for Insights MUI Refresh.
+
+## [8.0.2] - 04-07-2026
+
+- **ADDED** - MUI Refresh | Tab Container for DrillDown
+
+## [8.0.1] - 04-06-2026
+
+- **UPDATED** - Documentation to reflect the move of shared types and constants to `src/core`
+- **UPDATED** - Technical support Slack channel reference to the new enterprise link
+- **UPDATED** - Installation and publishing guides to reflect Yarn-only project mandate
+- **UPDATED** - Architectural diagrams to include the new `src/core` layer
+
+## [8.0.0] - 04-02-2026
+
+- **UPDATED** - types by moving from common/types to core/types (BREAKING CHANGE)
+
+## [7.13.22] - 04-03-2026
+
+- **FIXED** - `Spending` widget treating negative transactions as expenses
+
+## [7.13.21] - 04-02-2026
+
+- **ADDED** - DonutChartV2 component for Insights MUI Refresh.
+
+## [7.13.20] - 04-01-2026
+
+- **ADDED** - Introduced `TransactionCard` component for `Insights`.
+
+## [7.13.19] - 04-01-2026
+
+- **FIXED** - Budget date now aligns with selected month
+
+## [7.13.18] - 04-01-2026
+
+- **UPDATED** - Deprecated icons to use mx-icons library
+
+## [7.13.17] - 03-31-2026
+
+- **UPDATED** - Deprecated `border` color to use `neutral`
+
+## [7.13.16] - 03-31-2026
+
+- **FIXED** - `Spending` Other bucket dropping overflow spending categories
+
+## [7.13.15] - 03-31-2026
+
+- **FIXED** - a11y labeling for mini widget CTAs
+
+## [7.13.14] - 03-31-2026
+
+- **FIXED** - `CategoryBudget` cosmetics change.
+
+## [7.13.13] - 03-30-2026
+
+- **FIXED** - use detailed transactions for sortedTransactionsWithSplit
+
+## [7.13.12] - 03-30-2026
+
+- **UPDATED** - Call `refresh_all` endpoint for member foreground aggregation
+
+## [7.13.11] - 03-30-2026
+
+- **FIXED** - ADA text color contrast fixes
+- **FIXED** - ADA aria label button group fix
+- **FIXED** - ADA replace AccountDetails list item dividers with borders
+- **FIXED** - ADA move AccountActions dialogs from being direct children of `ul`
+
+## [7.13.10] - 03-30-2026
+
+- **FIXED** - Casing of 'upcoming' copy in recurring transactions
+- **FIXED** - Wrapping of longer goal names on goal status cards
+- **FIXED** - Truncation of custom subcategory names
+- **FIXED** - Wrapping of delete subcategory message
+
+## [7.13.9] - 03-30-2026
+
+- **UPDATED** - `AddMerchantBudgetAction` | Updated the condition to execute the transcation's setFilter only when the merchantBudgetDrawer is open
+
+## [7.13.8] - 03-30-2026
+
+- **FIXED** - Remove extra space in `AmericanUpcomingTaxDeadlineAlert` SVG
+
+## [7.13.7] - 03-27-2026
+
+- **UPDATED** - Added the prop in BudgetDetailsDrawerV2 to access the transaction list props
+
+## [7.13.6] - 03-26-2026
+
+- **UPDATED** - search box placeholder colors to meet color contrast ratios
+- **FIXED** - semantic HTML in CategoryList
+
+## [7.13.5] - 03-26-2026
+
+- **FIXED** - Updated custom tooltip formatting for Finstrong
+
+## [7.13.4] - 03-26-2026
+
+- **FIXED** - semantic HTML in CategoryList
+
+## [7.13.3] - 03-26-2026
+
+- **FIXED** - `Trends` Category List Cosmetic Changes.
+
+## [7.13.2] - 03-25-2026
+
+- **UPDATED** - Trends Widget to fix ADA issues with lists
+
+## [7.13.1] - 03-25-2026
+
+- **ADDED** - New `icon_type` for InstitutionLogo.
+
+## [7.13.0] - 03-24-2026
+
+- **UPDATED** - All text variants to replace deprecated variants
+
+## [7.12.17] - 03-24-2026
+
+- **UPDATED** - Respect exclude held accounts in client widget profile
+
+## [7.12.16] - 03-24-2026
+
+- **UPDATED** - MXUI -> 1.5.14 | button text error color when hovered/pressed
+
+## [7.12.15] - 03-24-2026
+
+- **UPDATED** - Updated the mxui version to 1.5.13 | `Toast` | CSS Customization handling responsiveness
+
+## [7.12.14] - 03-24-2026
+
+- **UPDATED** - Budget widget | text error color when hovered/pressed
+
+## [7.12.13] - 03-24-2026
+
+- **FIXED** - Split transaction error background to meet a11y color contrast ratios
+
+## [7.12.12] - 03-24-2026
+
+- **ADDED** - Test Cases for BeatIcons.
+
+## [7.12.11] - 03-23-2026
+
+- **FIXED** - ADA replace SpendingList dividers with border
+- **FIXED** - ADA add `aria-hidden` and `role="presentation"` to SpendingList bullets
+- **FIXED** - ADA add `aria-hidden` and `role="presentation"` to SpendingDonut icons
+- **FIXED** - ADA darkened/lightened category color 2px stroke around SpendingDonut areas
+
+## [7.12.10] - 03-23-2026
+
+- **ADDED** - font styling for mrs content tagged copy
+
+## [7.12.9] - 03-23-2026
+
+- **FIXED** - semantic html in Transactions List
+
+## [7.12.8] - 03-23-2026
+
+- **FIXED** - Updated IconBacking from RecurrenceBadges.
+
+## [7.12.7] - 03-23-2026
+
+- **FIXED** - Cosmetic issues in dark mode (flagged transactions and survey feedback)
+
+## [7.12.6] - 03-23-2026
+
+- **FIXED** - Trends Category List Icons Fill Color.
+
+## [7.12.5] - 03-18-2026
+
+- **FIXED** - ADA color contrast in BudgetDetails zero states
+
+## [7.12.4] - 03-18-2026
+
+- **UPDATED** - Budget Details drawer ally | replace semantic `<H2>` with `<Text>`
+
+## [7.12.3] - 03-18-2026
+
+- **ADDED** - Help widget analytics
+
+## [7.12.2] - 03-18-2026
+
+- **UPDATED** - Added `isCopyLoaded` check to fix animation issues
+
+## [7.12.1] - 03-17-2026
+
+- **ADDED** - `Micro Insights` phase 1 icon_types
+
+## [7.12.0] - 03-17-2026
+
+- **UPDATED** - `Insights` BeatCardMUI added and Updated for Phase 1 beats
+
+## [7.11.24] - 03-16-2026
+
+- **FIXED** - Add visible tooltip above `RecurrenceCalendar` legend for a11y
+- **FIXED** - Fix aria labels on `RecurrenceDay` to always include date
+- **FIXED** - Update heading markup hierarchies to be logical for a11y
+- **FIXED** - Add aria-label to inner `Dialog` elements with `role="dialog"` in `BudgetsWidget`\
+
+## [7.11.23] - 03-16-2026
+
+- **UPDATED** - small tweaks in the css of the tip section and displaying the existing amount in the edit currency dialog modal
+
+## [7.11.22] - 03-13-2026
+
+- **UPDATED** - Theming to use updated MuiPaper border radius
+
+## [7.11.21] - 03-14-2026
+
+- **ADDED** - `Merchant Budget Flow` Added the Manage Merchant Budget Flow
+
+## [7.11.20] - 03-12-2026
+
+- **FIXED** - `Finstrong` Chart Date Bug Fixed
+
+## [7.11.19] - 03-11-2026
+
+- **ADDED** - A11y adjustments to chart markers, legends, tooltips
+
+## [7.11.18] - 03-10-2026
+
+- **FIXED** - Filter ADA bug.
+
+## [7.11.17] - 03-10-2026
+
+- **FIXED** - Chart layout and spacing issues
+
+## [7.11.16] - 03-06-2026
+
+- **FIXED** - Add visible label to `SplitRow` amount input
+- **FIXED** - Add/Fix visible label to `CustomCategoryModal` text input
+
+## [7.11.15] - 03-06-2026
+
+- **FIXED** - `Recurring Transactions` | Month name locale fix
+
+## [7.11.14] - 03-05-2026
+
+- **FIXED** - issue with auto generating budgets when loading budgets full or mini standalone
+
+## [7.11.13] - 03-05-2026
+
+- **FIXED** - Incorrect "next payment" date projected in `RecurringTransactionDetails`
+
+## [7.11.12] - 03-05-2026
+
+- **UPDATED** - Tweaks to `CategorySpendingV2MUI` and `BudgetDetailsDrawerV2`
+
+## [7.11.11] - 03-04-2026
+
+- **FIXED** - Issue with including bi-weekly recurrences in past months
+
+## [7.11.10] - 03-04-2026
+
+- **FIXED** - Account Actions | toggle a11y
+
+## [7.11.9] - 03-04-2026
+
+- **FIXED** - `Debts` return to the top of the page when scrolling quickly
+
+## [7.11.8] - 03-04-2026
+
+- **UPDATED** - `categoryBudget` cta button
+
+## [7.11.7] - 03-04-2026
+
+- **UPDATED** - Transaction Details | Added "Add a Merchant Budgets" | Without "Manage merchant Budget Flow"
+
+## [7.11.6] - 03-02-2026
+
+- **FIXED** - Account Details drawer a11y issues
+
+## [7.11.5] - 03-02-2026
+
+- **FIXED** - `HideAction` broken visibility off icon
+- **FIXED** - `HideAction` accessibility improvements (aria, keyboard focus trap, etc)
+- **FIXED** - `TransactionDetails` action list cannot have dialog `div` as direct child of `ul`/`ol` for accessibility
+- **FIXED** - `TagRow` checkbox redundant screenreader announcement
+
+## [7.11.4] - 02-27-2026
+
+- **FIXED** - Trends Widget | Empty state flash before data load
+
+## [7.11.3] - 02-27-2026
+
+- **UPDATED** - `InsightsHeader` design tweaks
+
+## [7.11.2] - 02-27-2026
+
+- **UPDATED** - Debts empty state | disable actions
+- **UPDATED** - Global Account Filter | disabled when no accounts
+
+## [7.11.1] - 02-26-2026
+
+- **FIXED** - Fix `aria-controls` and add `aria-expanded` in `GlobalAccountFilter`
+- **FIXED** - Replace implicit heading in `RecurringTransactionsMiniWidget` with `h3`
+
+## [7.11.0] - 02-26-2026
+
+- **ADDED** - `widget` to `deep_link_params` interface
+- **REMOVED** - `MerchantBudget` action from `DEFAULT_BOTTOM_ACTIONS`
+
+## [7.10.38] - 02-25-2026
+
+- **UPDATED** - `InsightsHeader` design tweaks
+
+## [7.10.37] - 02-26-2026
+
+- **FIXED** - `InsightsNotificaiton` | Clickable Notification moves beat to top of feed fix
+
+## [7.10.36] - 02-25-2026
+
+- **UPDATED** - MXUI to get new toggle button styling
+
+## [7.10.35] - 02-25-2026
+
+- **FIXED** - Fix broken month totals column sort in `TrendsTable`
+- **ADDED** - Custom `AccessibleSortIcon` for `TrendsTable` with dynamic aria-labels
+
+## [7.10.34] - 02-25-2026
+
+- **UPDATED** - `InsightsHeader` null check copy
+
+## [7.10.33] - 02-24-2026
+
+- **ADDED** - `InsightsHeader`
+
+## [7.10.32] - 02-24-2026
+
+- **UPDATED** - Added Merchant Budget List Item in the transcation Details and a small tweak in the color to use 'text.primary' as per FIGMA
+
+## [7.10.31] - 02-24-2026
+
+- **UPDATED** - `Insights` drilldown layout
+
+## [7.10.30] - 02-23-2026
+
+- **UPDATED** - Use `recentNotifications` instead of `newNotifications` in `NotificationList`
+- **UPDATED** - Adjust `filterRecentNotifications` to filter for last 30 days instead of 7 days
+
+## [7.10.29] - 02-23-2026
+
+- **FIXED** - `Cashback` Mobile | Info hover bug
+
+## [7.10.28] - 02-20-2026
+
+- **UPDATED** - Debts Widget empty state
+
+## [7.10.27] - 02-20-2026
+
+- **REMOVED** - Use of `use_tokens` and token constants
+- **REMOVED** - Unused component `BarChart` in common
+
+## [7.10.26] - 02-20-2026
+
+- **UPDATED** - Small Tweaks in the bill amount not standard mui in margin and the contentProps sx
+
+## [7.10.25] - 02-20-2026
+
+- **FIXED** - Loader BG Color
+
+## [7.10.24] - 02-18-2026
+
+- **UPDATED** - Add 140 character limit for transaction description input
+- **UPDATED** - Add 50 character limit for subcategory name input
+
+## [7.10.23] - 02-17-2026
+
+- **UPDATED** - `TrendsTable` display to be split into income and spending tables
+
+## [7.10.22] - 02-17-2026
+
+- **UPDATED** - Insights tweaks (`ChartWithTransactionDrillDown`, `CardHeader`)
+
+## [7.10.21] - 02-16-2026
+
+- **ADDED** - Embedded Insight Card in the TransactionDetails
+
+## [7.10.20] - 02-16-2026
+
+- **ADDED** - Budget Details V2 drawer and drilldown charts/transactions for Insights MUI
+
+## [7.10.19] - 02-13-2026
+
+- **FIXED** - Bug causing Investment widget analysis to crash MD.
+
+## [7.10.18] - 02-13-2026
+
+- **FIXED** - Deep link parameters for date range in Spending widget
+
+## [7.10.17] - 02-13-2026
+
+- **FIXED** - Impove TrendsWidget accessibility
+
+## [7.10.16] - 02-13-2026
+
+- **UPDATED** - Trends Widget empty states
+
+## [7.10.15] - 02-13-2026
+
+- **UPDATED** - `Insights` CategoryBudget style changes
+
+## [7.10.14] - 02-12-2026
+
+- **REVERT** - Trends Widget empty state
+
+## [7.10.13] - 02-12-2026
+
+- **UPDATED** - Trends Widget empty state
+
+## [7.10.12] - 02-13-2026
+
+- **ADDED** - `Cashback` Insight added
+
+## [7.10.11] - 02-10-2026
+
+- **UPDATED** - `Trends` MicroWidget style
+
+## [7.10.10] - 02-10-2026
+
+- **FIXED** - Fix `RecurringTransactions` Bi-weekly, Bi-monthly, Bi-quarterly calculation bugs
+
+## [7.10.9] - 02-10-2026
+
+- **FIXED** - Rendering of `BarChart` with negative values
+
+## [7.10.8] - 02-10-2026
+
+- **FIXED** - `Recurring Transactions` | Recurring Dates - Every other Week Bug fixed
+
+## [7.10.7] - 02-09-2026
+
+- **UPDATED** - `Goals` | Retiretirement goal | Add accounts text removed
+
+## [7.10.6] - 02-09-2026
+
+- **UPDATED** - MicroInsight Design fix
+
+## [7.10.5] - 02-09-2026
+
+- **FIXED** - `Trends` Header ADA Fix
+
+## [7.10.4] - 02-09-2026
+
+- **FIXED** - Finstrong | HealthScore Not Updating | Bug Fixed
+
+## [7.10.3] - 02-05-2026
+
+- **ADDED** - `Recurring Transactions` | Payment Schedule date issue fix
+
+## [7.10.2] - 02-06-2026
+
+- **FIXED** - Split Transactions Amount Bug
+
+## [7.10.1] - 02-06-2026
+
+- **FIXED** - `DebtsTable` Balances Header appear broken | Bug Fixed
+
+## [7.10.0] - 02-05-2026
+
+- **ADDED** - Migrated `Insights-Ui` source into this codebase
+
+## [7.9.8] - 02-05-2026
+
+- **ADDED** - Add `display_widget_headings` to `AppData` config
+- **ADDED** - Display `WidgetContainer` headings based on `config.display_widget_headings`
+
+## [7.9.7] - 02-05-2026
+
+- **FIXED** - `Transactions` Searching Returns incorrect transactions | Bug Fixed
+
+## [7.9.6] - 02-05-2026
+
+- **FIXED** - `Spending` Memo TextField Bug fix.
+
+## [7.9.5] - 02-04-2026
+
+- **UPDATED** - MXUI to 1.5.9 | Date Range Picker small layout changes
+
+## [7.9.4] - 02-04-2026
+
+- **UPDATED** - Connect Accounts CTA copy and display condition
+
+## [7.9.3] - 02-03-2026
+
+- **ADDED** - Client Communications Profile flag for large deposit notification posted
+
+## [7.9.2] - 02-04-2026
+
+- **FIXED** - Goals name fix in Manage Goals Drawer
+
+## [7.9.1] - 01-29-2026
+
+- **FIXED** - Issue with transaction filter on Transactions Widget
+
+## [7.9.0] - 01-29-2026
+
+- **UPDATED** - Reordering of Savings goals to use up buttons instead of being draggable
+
 ## [7.8.1] - 01-29-2026
 
 - **FIXED** - Retirement Goals | Amount To Save Not Updating | Bug Fixed
@@ -334,16 +1010,7 @@
 
 ## [7.2.14] - 11-24-2025
 
-=======
-
-## [7.2.14] - 11-25-2025
-
-> > > > > > > fd2b3985 (Icon cleanup)
-
 - **UPDATED** - remove uneeded client color scheme reference from `microinsights`
-
-  > > > > > > > 38a99394 (remove client color scheme references)
-
 - **UPDATED** - icon code cleanup in `microinsights`
 
 ## [7.2.13] - 11-24-2025