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

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.
Files changed (773) hide show
  1. package/CHANGELOG.md +676 -9
  2. package/README.md +216 -47
  3. package/dist/{Account-CMjOp7S2.mjs → Account-BaJmiJAG.mjs} +4 -4
  4. package/dist/{Account-BIKn4XEZ.mjs → Account-BxHMlV9R.mjs} +1 -1
  5. package/dist/AccountDetailsHeader-DIysk_4w.mjs +95 -0
  6. package/dist/AccountFields-mwJ8NXsX.mjs +141 -0
  7. package/dist/AccountListItem-BDXHs4tV.mjs +94 -0
  8. package/dist/AccountUtils-T5_Odvos.mjs +27 -0
  9. package/dist/Accounts-CseLC3lL.mjs +5 -0
  10. package/dist/Analytics-CkYXKvco.mjs +53 -0
  11. package/dist/Analytics-CzGzz_sE.mjs +136 -0
  12. package/dist/ApiEndpoints-DXwIYNUV.mjs +49 -0
  13. package/dist/BudgetUtil-Bg2AQJpQ.mjs +74 -0
  14. package/dist/{Category-Ccoew_sA.mjs → Category-DEKZGLYe.mjs} +3 -3
  15. package/dist/{CategorySelectorDrawer-C4aZYP4N.mjs → CategorySelectorDrawer-CmaDLhnf.mjs} +131 -119
  16. package/dist/Connect-Dk6GZEsA.mjs +39 -0
  17. package/dist/ConnectCard-CCep7Zqe.mjs +54 -0
  18. package/dist/ConnectDrawer-Cnjr3Ddg.mjs +58 -0
  19. package/dist/{ConnectionsDrawer-BExzgE16.mjs → ConnectionsDrawer-CtfPXk0M.mjs} +13 -12
  20. package/dist/CurrencyDialog-DumQCTPO.mjs +373 -0
  21. package/dist/CurrencyInput-adTIRtL3.mjs +87 -0
  22. package/dist/{CurrencyText-C-85TnUF.mjs → CurrencyText-CCbE6MmF.mjs} +1 -1
  23. package/dist/DateFormats-HudZ3Bjs.mjs +64 -0
  24. package/dist/DateUtil-Bhq59ZVg.mjs +58 -0
  25. package/dist/DebtUtils-DD3186U-.mjs +153 -0
  26. package/dist/Dialog-CwWc0AbH.mjs +63 -0
  27. package/dist/Donut-SzzfZDHF.mjs +88 -0
  28. package/dist/{Drawer-Bet2ZPJo.mjs → Drawer-BXqqBMxg.mjs} +32 -34
  29. package/dist/EmbeddedCard-DPwJjqMH.mjs +856 -0
  30. package/dist/{EmptyState-DoxNUae-.mjs → EmptyState-CJUDc3kD.mjs} +21 -22
  31. package/dist/Error-Dogaw2jO.mjs +84 -0
  32. package/dist/ErrorBoundary-CsdOcnJ9.mjs +23 -0
  33. package/dist/{ExportCsvAction-oG_Mn66T.mjs → ExportCsvAction-Bw02ZJEj.mjs} +6 -6
  34. package/dist/GlobalAccountFilter-7Cg2-9A5.mjs +237 -0
  35. package/dist/GlobalCopyApi-wcnDUzMV.mjs +128 -0
  36. package/dist/GoalsUtil-C9EnLWvC.mjs +107 -0
  37. package/dist/HeaderCell-P8w6CmfO.mjs +6 -0
  38. package/dist/{Help-c-zHlDbv.mjs → Help-CkQTjORd.mjs} +6 -27
  39. package/dist/{Help-BW_ar-4B.mjs → Help-DJ8PrVHX.mjs} +594 -562
  40. package/dist/InformationTooltip-4su8bn1e.mjs +41 -0
  41. package/dist/{InvestmentUtil-jOyOgzIB.mjs → InvestmentUtil-BItV7uEs.mjs} +17 -17
  42. package/dist/LineChart-CejWS_rh.mjs +612 -0
  43. package/dist/{ListItemAction-Cbr3417C.mjs → ListItemAction-CwspSmQi.mjs} +26 -26
  44. package/dist/ListItemRow-kH1rn8Xu.mjs +67 -0
  45. package/dist/ListItemWrapper-B5r-YQQ_.mjs +42 -0
  46. package/dist/Loader-CxeBwuPG.mjs +21 -0
  47. package/dist/Localization-DnoVyBNK.mjs +38 -0
  48. package/dist/ManageIncome-B1JfqslT.mjs +595 -0
  49. package/dist/{MicroWidgetContainer-DSyYwRCU.mjs → MicroWidgetContainer-CfKdQfhi.mjs} +2 -2
  50. package/dist/MiniWidgetContainer-BdPiUU-u.mjs +66 -0
  51. package/dist/NetWorthUtils-DilGN1nW.mjs +95 -0
  52. package/dist/Notification-DTNYSd8P.mjs +7 -0
  53. package/dist/{NotificationSettings-e789PcRb.mjs → NotificationSettings-6p-h5phZ.mjs} +143 -142
  54. package/dist/NotificationUtils-BRGFTePr.mjs +23 -0
  55. package/dist/{NumberFormatting-DjTD0t3W.mjs → NumberFormatting--XMeeBfr.mjs} +2 -1
  56. package/dist/OriginalBalanceAction-CkJPnp2c.mjs +114 -0
  57. package/dist/{RecurringSettings-BpCUcE8w.mjs → RecurringSettings-cm6MK_aS.mjs} +4 -4
  58. package/dist/RecurringTransactionsUtil-B3rLEx_g.mjs +253 -0
  59. package/dist/{ResponsiveButton-C6KH8JH4.mjs → ResponsiveButton-CC9F_Ezk.mjs} +4 -4
  60. package/dist/SearchBox-Cpgu_gdO.mjs +50 -0
  61. package/dist/Select-BFt-HD-L.mjs +55 -0
  62. package/dist/SelectionBox-B4xELRgp.mjs +48 -0
  63. package/dist/{SingleSegmentDonut-PsRQPkmV.mjs → SingleSegmentDonut-7Uy6VEld.mjs} +1 -1
  64. package/dist/Sizes-DISGrlUg.mjs +6 -0
  65. package/dist/{SpendingData-B7NuTQ9s.mjs → SpendingData-PKlh8caU.mjs} +6 -6
  66. package/dist/SpendingLegend-5Ct_FZ8o.mjs +193 -0
  67. package/dist/ToggleListItem-Dl1lXNwj.mjs +91 -0
  68. package/dist/TransactionDetails-C3dlAzYf.mjs +1714 -0
  69. package/dist/TransactionUtils-BphBJBbU.mjs +234 -0
  70. package/dist/TrendsUtil-D9z3kIj_.mjs +69 -0
  71. package/dist/UserStore-CRpKQjpP.mjs +3002 -0
  72. package/dist/ViewMoreMicroCard-BD_MNc2z.mjs +1295 -0
  73. package/dist/WidgetContainer-DNuz_s7W.mjs +479 -0
  74. package/dist/accounts/AccountsMiniWidget.d.ts +1 -1
  75. package/dist/accounts/AccountsWidget.d.ts +1 -1
  76. package/dist/accounts/components/AccountListItem.d.ts +1 -1
  77. package/dist/accounts/components/AccountsListCompact.d.ts +1 -1
  78. package/dist/accounts/components/detailsdrawer/Accounts/AccountActionsRow.d.ts +1 -0
  79. package/dist/accounts/components/detailsdrawer/Accounts/AccountDetailsChart.d.ts +1 -1
  80. package/dist/accounts/hooks/useGetMergeableAccounts.d.ts +1 -1
  81. package/dist/accounts/hooks/useUiStore.d.ts +6 -1
  82. package/dist/accounts/index.d.ts +0 -2
  83. package/dist/accounts/index.es.js +628 -527
  84. package/dist/accounts/utils/AccountDetails.d.ts +1 -1
  85. package/dist/accounts/utils/AccountFields.d.ts +3 -3
  86. package/dist/analytics/index.es.js +93 -112
  87. package/dist/budgets/BubbleBudgetsMiniWidget.d.ts +1 -1
  88. package/dist/budgets/BubbleBudgetsWidget.d.ts +1 -1
  89. package/dist/budgets/components/BubbleChart.d.ts +1 -1
  90. package/dist/budgets/components/BudgetDetailsDrawerV2.d.ts +11 -0
  91. package/dist/budgets/components/MerchantBudgetDetailsDrawer.d.ts +17 -0
  92. package/dist/budgets/components/addbudget/RecalculateBudgetRow.d.ts +1 -1
  93. package/dist/budgets/components/addbudget/UnbudgetedRow.d.ts +1 -1
  94. package/dist/budgets/components/bubblechart/Bubble.d.ts +1 -1
  95. package/dist/budgets/components/budgetdetails/AddSubBudget.d.ts +1 -1
  96. package/dist/budgets/components/budgetdetails/BudgetDetails.d.ts +1 -1
  97. package/dist/budgets/components/budgetdetails/Header.d.ts +1 -1
  98. package/dist/budgets/components/budgetdetails/SubBudgetList.d.ts +1 -1
  99. package/dist/budgets/components/budgetlist/BudgetRow.d.ts +1 -1
  100. package/dist/budgets/components/budgetlist/SubBudgetRow.d.ts +1 -1
  101. package/dist/budgets/components/shared/BudgetDetailsTopSection.d.ts +13 -0
  102. package/dist/budgets/index.d.ts +2 -1
  103. package/dist/budgets/index.es.js +989 -813
  104. package/dist/budgets/utils/BubblesSVG.d.ts +3 -3
  105. package/dist/cashflow/CashflowMiniWidget.d.ts +1 -1
  106. package/dist/cashflow/CashflowWidget.d.ts +1 -1
  107. package/dist/cashflow/components/DetailsExpenseRow.d.ts +1 -1
  108. package/dist/cashflow/context/hooks.d.ts +15 -1
  109. package/dist/cashflow/index.d.ts +0 -2
  110. package/dist/cashflow/index.es.js +461 -490
  111. package/dist/cashflow/util/Filters.d.ts +1 -1
  112. package/dist/categories/components/CategoryRow.d.ts +1 -1
  113. package/dist/categories/components/CustomCategories/AddSubcategory.d.ts +1 -1
  114. package/dist/categories/components/CustomCategories/DeleteSubcategory.d.ts +1 -1
  115. package/dist/categories/components/CustomCategories/RenameSubcategory.d.ts +1 -1
  116. package/dist/categories/components/SubcategoryList.d.ts +1 -1
  117. package/dist/categories/components/SubcategoryRow.d.ts +1 -1
  118. package/dist/categories/context/hooks.d.ts +19 -1
  119. package/dist/categories/index.d.ts +0 -1
  120. package/dist/categories/index.es.js +4 -6
  121. package/dist/common/components/CurrencyDialog.d.ts +19 -0
  122. package/dist/common/components/CurrencyInput.d.ts +1 -1
  123. package/dist/common/components/EmptyState.d.ts +0 -1
  124. package/dist/common/components/Error.d.ts +13 -0
  125. package/dist/common/components/GlobalAccountFilter.d.ts +3 -2
  126. package/dist/common/components/Loader.d.ts +1 -2
  127. package/dist/common/components/MiniWidgetContainer.d.ts +1 -0
  128. package/dist/common/components/TinyBarChart.d.ts +10 -0
  129. package/dist/common/components/WidgetContainer.d.ts +4 -3
  130. package/dist/common/components/WidgetDateRangeSelector.d.ts +12 -0
  131. package/dist/common/components/charts/LineChart.d.ts +1 -0
  132. package/dist/common/components/charts/index.d.ts +1 -0
  133. package/dist/common/components/charts/linechart/CustomTooltip.d.ts +2 -1
  134. package/dist/common/components/charts/linechart/utils/markerShapes.d.ts +3 -0
  135. package/dist/common/components/charts/stackedlinechart/CustomAreaTooltip.d.ts +1 -1
  136. package/dist/common/components/daterangeselector/DateRangeSelector.d.ts +1 -0
  137. package/dist/common/components/globalaccountfilter/GlobalAccountFilterList.d.ts +1 -1
  138. package/dist/common/components/index.d.ts +2 -1
  139. package/dist/common/constants/Account.d.ts +1 -1
  140. package/dist/common/constants/Analytics.d.ts +12 -0
  141. package/dist/common/constants/ScheduledPayment.d.ts +1 -10
  142. package/dist/common/constants/SpendingPlan.d.ts +0 -10
  143. package/dist/common/constants/index.d.ts +2 -6
  144. package/dist/common/context/GlobalDataProvider.d.ts +2 -1
  145. package/dist/common/context/hooks.d.ts +24 -24
  146. package/dist/common/hooks/index.d.ts +2 -0
  147. package/dist/common/hooks/useAccountDisplayName.d.ts +1 -1
  148. package/dist/common/hooks/useCombineEvents.d.ts +1 -1
  149. package/dist/common/hooks/usePrevious.d.ts +2 -0
  150. package/dist/common/hooks/useWidgetHeaderStyles.d.ts +34 -0
  151. package/dist/common/index.d.ts +3 -3
  152. package/dist/common/index.es.js +254 -1348
  153. package/dist/common/utils/AccountDisplayName.d.ts +1 -1
  154. package/dist/common/utils/AccountFilter.d.ts +2 -2
  155. package/dist/common/utils/Analytics.d.ts +1 -1
  156. package/dist/common/utils/PostMessage.d.ts +1 -0
  157. package/dist/common/utils/Theme.d.ts +7 -6
  158. package/dist/common/utils/index.d.ts +1 -6
  159. package/dist/{accounts → core}/api/AccountApi.d.ts +2 -2
  160. package/dist/{common → core}/api/AnalyticsApi.d.ts +1 -1
  161. package/dist/{common → core}/api/AppDataApi.d.ts +2 -2
  162. package/dist/{common → core}/api/BannerApi.d.ts +1 -1
  163. package/dist/{common → core}/api/BeatApi.d.ts +2 -2
  164. package/dist/{budgets → core}/api/BudgetsApi.d.ts +5 -1
  165. package/dist/{common → core}/api/CategoryApi.d.ts +2 -2
  166. package/dist/{finstrong → core}/api/FinstrongApi.d.ts +2 -2
  167. package/dist/{common → core}/api/GlobalCopyApi.d.ts +2 -2
  168. package/dist/{goals → core}/api/GoalApi.d.ts +2 -2
  169. package/dist/{help → core}/api/HelpApi.d.ts +2 -2
  170. package/dist/{investments → core}/api/HoldingApi.d.ts +2 -2
  171. package/dist/{merchants → core}/api/MerchantApi.d.ts +2 -2
  172. package/dist/{common → core}/api/NotificationApi.d.ts +2 -2
  173. package/dist/{recurringtransactions → core}/api/RepeatingTransactionsApi.d.ts +2 -1
  174. package/dist/{common → core}/api/ScheduledPaymentsApi.d.ts +2 -2
  175. package/dist/{settings → core}/api/SettingsApi.d.ts +2 -3
  176. package/dist/{transactions → core}/api/TransactionApi.d.ts +2 -2
  177. package/dist/{common → core}/api/UserApi.d.ts +2 -2
  178. package/dist/{common → core}/api/WidgetApi.d.ts +1 -1
  179. package/dist/core/api/index.d.ts +20 -0
  180. package/dist/{common → core}/constants/ApiEndpoints.d.ts +1 -2
  181. package/dist/{common → core}/constants/DefaultConfig.d.ts +1 -1
  182. package/dist/core/constants/Transaction.d.ts +10 -0
  183. package/dist/core/constants/index.d.ts +4 -0
  184. package/dist/core/constants/repeatingTransactions.d.ts +10 -0
  185. package/dist/core/index.d.ts +4 -0
  186. package/dist/core/index.es.js +108 -0
  187. package/dist/{accounts → core}/stores/AccountStore.d.ts +15 -3
  188. package/dist/{analytics → core}/stores/AnalyticsStore.d.ts +1 -1
  189. package/dist/{common → core}/stores/AppDataStore.d.ts +1 -2
  190. package/dist/{insights/store → core/stores}/BeatStore.d.ts +3 -3
  191. package/dist/{budgets/store → core/stores}/BudgetsStore.d.ts +15 -2
  192. package/dist/{cashflow/stores/UiStore.d.ts → core/stores/CashflowStore.d.ts} +10 -2
  193. package/dist/{categories → core}/stores/CategoryStore.d.ts +24 -2
  194. package/dist/{common → core}/stores/ConnectStore.d.ts +1 -1
  195. package/dist/core/stores/DebtsStore.d.ts +22 -0
  196. package/dist/{finstrong → core}/stores/FinstrongStore.d.ts +5 -4
  197. package/dist/{common → core}/stores/GlobalStore.d.ts +4 -25
  198. package/dist/{goals → core}/stores/GoalStore.d.ts +3 -2
  199. package/dist/{help/store → core/stores}/HelpStore.d.ts +4 -5
  200. package/dist/{investments → core}/stores/HoldingStore.d.ts +4 -3
  201. package/dist/{merchants → core}/stores/MerchantStore.d.ts +3 -2
  202. package/dist/{networth → core}/stores/NetWorthStore.d.ts +3 -3
  203. package/dist/{notifications → core}/stores/NotificationStore.d.ts +3 -1
  204. package/dist/{recurringtransactions → core}/stores/RecurringTransactionsStore.d.ts +3 -2
  205. package/dist/{settings → core}/stores/SettingsStore.d.ts +4 -4
  206. package/dist/{transactions → core}/stores/TransactionStore.d.ts +30 -4
  207. package/dist/{trends → core}/stores/TrendsStore.d.ts +11 -4
  208. package/dist/core/stores/index.d.ts +24 -0
  209. package/dist/{common → core}/types/Analytics.d.ts +6 -3
  210. package/dist/{common → core}/types/AppData.d.ts +8 -2
  211. package/dist/{common → core}/types/Beat.d.ts +2 -0
  212. package/dist/{common → core}/types/Budget.d.ts +8 -0
  213. package/dist/{common → core}/types/Client.d.ts +1 -0
  214. package/dist/{common → core}/types/Expense.d.ts +2 -1
  215. package/dist/{common → core}/types/Finstrong.d.ts +0 -2
  216. package/dist/{networth → core}/types/NetWorth.d.ts +1 -10
  217. package/dist/{common → core}/types/Notification.d.ts +15 -5
  218. package/dist/core/types/Offer.d.ts +32 -0
  219. package/dist/{common → core}/types/Widgets.d.ts +1 -0
  220. package/dist/{common → core}/types/index.d.ts +4 -3
  221. package/dist/{common → core}/types/localization/BudgetsCopy.d.ts +26 -0
  222. package/dist/{common → core}/types/localization/CashflowCopy.d.ts +1 -0
  223. package/dist/{common → core}/types/localization/CommonCopy.d.ts +3 -0
  224. package/dist/{common → core}/types/localization/DebtsCopy.d.ts +5 -0
  225. package/dist/{common → core}/types/localization/GoalsCopy.d.ts +0 -1
  226. package/dist/{common → core}/types/localization/InsightsFeedCopy.d.ts +11 -0
  227. package/dist/{common → core}/types/localization/RecurringCopy.d.ts +2 -0
  228. package/dist/{common → core}/types/localization/SpendingCopy.d.ts +1 -0
  229. package/dist/{common → core}/types/localization/TransactionsCopy.d.ts +11 -6
  230. package/dist/{common → core}/types/localization/TrendsCopy.d.ts +2 -0
  231. package/dist/{accounts/utils/Accounts.d.ts → core/utils/AccountUtils.d.ts} +2 -2
  232. package/dist/{microinsights/utils/beatUtils.d.ts → core/utils/BeatUtils.d.ts} +1 -1
  233. package/dist/{budgets → core}/utils/BudgetUtil.d.ts +7 -2
  234. package/dist/{categories/util → core/utils}/CategoryUtil.d.ts +6 -1
  235. package/dist/core/utils/DebtUtils.d.ts +31 -0
  236. package/dist/core/utils/FinstrongUtils.d.ts +7 -0
  237. package/dist/{goals/util → core/utils}/GoalsUtil.d.ts +1 -1
  238. package/dist/core/utils/HelpUtil.d.ts +3 -0
  239. package/dist/{investments/util → core/utils}/InvestmentUtil.d.ts +2 -2
  240. package/dist/{common → core}/utils/Localization.d.ts +9 -1
  241. package/dist/{networth → core}/utils/NetWorthUtils.d.ts +1 -2
  242. package/dist/{notifications → core}/utils/NotificationUtils.d.ts +2 -1
  243. package/dist/{common → core}/utils/NumberFormatting.d.ts +1 -1
  244. package/dist/{recurringtransactions/util/RecurringTransactions.d.ts → core/utils/RecurringTransactionsUtil.d.ts} +2 -2
  245. package/dist/{settings/util/Notifications.d.ts → core/utils/SettingsUtil.d.ts} +1 -1
  246. package/dist/{transactions/utils/buildDetailedTransactions.d.ts → core/utils/TransactionUtils.d.ts} +12 -2
  247. package/dist/{trends/utils/TrendsData.d.ts → core/utils/TrendsUtil.d.ts} +1 -1
  248. package/dist/core/utils/index.d.ts +2 -0
  249. package/dist/dashboard/index.es.js +39 -38
  250. package/dist/debts/DebtsWidget.d.ts +1 -1
  251. package/dist/debts/components/DebtsChart.d.ts +1 -1
  252. package/dist/debts/components/DebtsTable.d.ts +1 -1
  253. package/dist/debts/components/SnowballCard.d.ts +1 -1
  254. package/dist/debts/components/actions/DebtsPriorityAction.d.ts +6 -1
  255. package/dist/debts/components/actions/InterestRateAction.d.ts +1 -1
  256. package/dist/debts/components/actions/MonthlyPaymentAction.d.ts +1 -1
  257. package/dist/debts/components/actions/OriginalBalanceAction.d.ts +1 -1
  258. package/dist/debts/components/debtspaydown/PaydownButton.d.ts +2 -1
  259. package/dist/debts/components/debtspriority/DebtsPriorityButton.d.ts +3 -1
  260. package/dist/debts/hooks/useDebtsUiStore.d.ts +1 -1
  261. package/dist/debts/index.d.ts +0 -1
  262. package/dist/debts/index.es.js +715 -775
  263. package/dist/debts/utils/DebtsTable.d.ts +1 -1
  264. package/dist/debts/utils/SnowballCard.d.ts +2 -2
  265. package/dist/finstrong/FinstrongWidget.d.ts +2 -2
  266. package/dist/finstrong/components/HealthChart.d.ts +1 -1
  267. package/dist/finstrong/components/onboarding/OnboardingAddMonthlyIncome.d.ts +1 -1
  268. package/dist/finstrong/components/onboarding/OnboardingStepsDrawer.d.ts +1 -1
  269. package/dist/finstrong/components/shared/Accounts.d.ts +1 -1
  270. package/dist/finstrong/components/shared/DoubleBarChart.d.ts +1 -0
  271. package/dist/finstrong/components/shared/ScoreHistoryTimeline.d.ts +1 -1
  272. package/dist/finstrong/components/shared/Transactions.d.ts +1 -1
  273. package/dist/finstrong/index.d.ts +0 -2
  274. package/dist/finstrong/index.es.js +1587 -1349
  275. package/dist/finstrong/util/finstrongUtils.d.ts +3 -9
  276. package/dist/goals/GoalsWidget.d.ts +2 -2
  277. package/dist/goals/components/AccountSelectionDrawer.d.ts +1 -1
  278. package/dist/goals/components/AddGoal.d.ts +1 -1
  279. package/dist/goals/components/GoalDetails.d.ts +1 -1
  280. package/dist/goals/components/GoalDetailsDrawer.d.ts +1 -1
  281. package/dist/goals/components/GoalList.d.ts +1 -1
  282. package/dist/goals/components/GoalStatusCard.d.ts +1 -1
  283. package/dist/goals/components/ManageGoals.d.ts +1 -1
  284. package/dist/goals/components/actions/AccountAction.d.ts +1 -1
  285. package/dist/goals/components/actions/AddRetirementAccountAction.d.ts +1 -1
  286. package/dist/goals/components/actions/AmountToSaveAction.d.ts +1 -1
  287. package/dist/goals/components/actions/BirthdayAction.d.ts +1 -1
  288. package/dist/goals/components/actions/ChangeAccountAction.d.ts +1 -1
  289. package/dist/goals/components/actions/ContributionAction.d.ts +1 -1
  290. package/dist/goals/components/actions/GoalNameAction.d.ts +1 -1
  291. package/dist/goals/components/actions/InterestRateAction.d.ts +1 -1
  292. package/dist/goals/components/actions/MonthlyPaymentAction.d.ts +1 -1
  293. package/dist/goals/components/actions/OriginalBalanceAction.d.ts +1 -1
  294. package/dist/goals/components/actions/RetirementAgeAction.d.ts +1 -1
  295. package/dist/goals/components/addgoal/AddGoalListItem.d.ts +2 -2
  296. package/dist/goals/components/managegoals/CompleteListItem.d.ts +1 -1
  297. package/dist/goals/components/managegoals/OngoingListItem.d.ts +3 -2
  298. package/dist/goals/components/managegoals/ReorderGoals.d.ts +1 -1
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  564. package/dist/recurringtransactions/RecurringTransactionsWidget.d.ts +2 -2
  565. package/dist/recurringtransactions/components/PaymentSchedule.d.ts +1 -1
  566. package/dist/recurringtransactions/components/RecurrenceList.d.ts +1 -1
  567. package/dist/recurringtransactions/components/RecurrenceRow.d.ts +1 -1
  568. package/dist/recurringtransactions/components/RecurringTransactionDetails.d.ts +1 -1
  569. package/dist/recurringtransactions/components/actions/PaymentScheduleAction.d.ts +1 -1
  570. package/dist/recurringtransactions/components/micro/MerchantLogosRow.d.ts +1 -1
  571. package/dist/recurringtransactions/components/micro/OverlappingMerchantLogos.d.ts +1 -1
  572. package/dist/recurringtransactions/components/shared/recurringsettings/AddRecurringTransactionDetails.d.ts +1 -1
  573. package/dist/recurringtransactions/components/shared/recurringsettings/RecurringRow.d.ts +1 -1
  574. package/dist/recurringtransactions/index.d.ts +0 -1
  575. package/dist/recurringtransactions/index.es.js +489 -462
  576. package/dist/settings/NotificationSettingsWidget.d.ts +1 -1
  577. package/dist/settings/SettingsWidget.d.ts +2 -2
  578. package/dist/settings/TransactionRulesWidget.d.ts +1 -1
  579. package/dist/settings/components/devices/DeviceDialog.d.ts +1 -1
  580. package/dist/settings/components/devices/DeviceList.d.ts +1 -1
  581. package/dist/settings/components/devices/DeviceTable.d.ts +1 -1
  582. package/dist/settings/components/notifications/AccountNotificationProfile.d.ts +1 -1
  583. package/dist/settings/components/notifications/AccountProfileListItem.d.ts +1 -1
  584. package/dist/settings/components/notifications/NotificationProfile.d.ts +1 -1
  585. package/dist/settings/components/notifications/NotificationSettings.d.ts +1 -1
  586. package/dist/settings/components/transactionrules/actions/EditRuleAction.d.ts +1 -1
  587. package/dist/settings/index.d.ts +0 -2
  588. package/dist/settings/index.es.js +419 -430
  589. package/dist/spending/SpendingMiniWidget.d.ts +1 -1
  590. package/dist/spending/SpendingWidget.d.ts +1 -1
  591. package/dist/spending/index.es.js +229 -222
  592. package/dist/spending/utils/SpendingData.d.ts +1 -1
  593. package/dist/transactions/TransactionWidget.d.ts +1 -1
  594. package/dist/transactions/components/shared/TransactionDetails.d.ts +1 -1
  595. package/dist/transactions/components/shared/TransactionList.d.ts +3 -4
  596. package/dist/transactions/components/shared/getEmbeddedInstanceSlotByBeatTemplates.d.ts +17 -0
  597. package/dist/transactions/components/shared/transactiondetails/Description.d.ts +1 -1
  598. package/dist/transactions/components/shared/transactiondetails/FlagTransaction.d.ts +1 -1
  599. package/dist/transactions/components/shared/transactiondetails/TransactionAmountHeader.d.ts +1 -1
  600. package/dist/transactions/components/shared/transactiondetails/TransactionDetailsView.d.ts +1 -1
  601. package/dist/transactions/components/shared/transactiondetails/actions/AddMerchantBudgetAction.d.ts +13 -0
  602. package/dist/transactions/components/shared/transactiondetails/actions/CategoryAction.d.ts +1 -1
  603. package/dist/transactions/components/shared/transactiondetails/actions/DateAction.d.ts +1 -1
  604. package/dist/transactions/components/shared/transactiondetails/actions/DeleteAction.d.ts +1 -1
  605. package/dist/transactions/components/shared/transactiondetails/actions/DeleteLogoAction.d.ts +1 -1
  606. package/dist/transactions/components/shared/transactiondetails/actions/ExcludeAction.d.ts +7 -0
  607. package/dist/transactions/components/shared/transactiondetails/actions/MemoAction.d.ts +1 -1
  608. package/dist/transactions/components/shared/transactiondetails/actions/SplitAction.d.ts +1 -1
  609. package/dist/transactions/components/shared/transactiondetails/actions/TagsAction.d.ts +1 -1
  610. package/dist/transactions/components/shared/transactiondetails/actions/index.d.ts +2 -1
  611. package/dist/transactions/components/shared/transactionlist/TransactionRow.d.ts +1 -1
  612. package/dist/transactions/components/shared/transactiontable/cells/PayeeCell.d.ts +4 -1
  613. package/dist/transactions/components/splitmanager/SplitManager.d.ts +1 -1
  614. package/dist/transactions/components/splitmanager/SplitRow.d.ts +1 -1
  615. package/dist/transactions/components/tagmanager/TagRow.d.ts +1 -1
  616. package/dist/transactions/components/transactionwidget/actions/EditCategoryAction.d.ts +1 -1
  617. package/dist/transactions/components/transactionwidget/actions/ExportCsvAction.d.ts +1 -1
  618. package/dist/transactions/constants/Actions.d.ts +4 -3
  619. package/dist/transactions/context/hooks.d.ts +1 -1
  620. package/dist/transactions/index.d.ts +0 -5
  621. package/dist/transactions/index.es.js +344 -351
  622. package/dist/transactions/utils/Filters.d.ts +1 -1
  623. package/dist/transactions/utils/Transactions.d.ts +17 -1
  624. package/dist/trends/TrendsFullWidget.d.ts +1 -1
  625. package/dist/trends/TrendsMiniWidget.d.ts +1 -1
  626. package/dist/trends/TrendsWidget.d.ts +1 -1
  627. package/dist/trends/components/CategoriesList.d.ts +1 -1
  628. package/dist/trends/components/CategoriesListItem.d.ts +1 -1
  629. package/dist/trends/components/CategoryDetails.d.ts +3 -0
  630. package/dist/trends/components/TrendsChartTotals.d.ts +1 -1
  631. package/dist/trends/components/TrendsInsights.d.ts +1 -1
  632. package/dist/trends/components/{TrendsTable.d.ts → TrendsTableContainer.d.ts} +2 -2
  633. package/dist/trends/components/trendstable/AccessibleSortIcon.d.ts +13 -0
  634. package/dist/trends/components/trendstable/TrendsTable.d.ts +12 -0
  635. package/dist/trends/index.d.ts +0 -1
  636. package/dist/trends/index.es.js +987 -874
  637. package/dist/trends/utils/SpendingData.d.ts +1 -1
  638. package/dist/trends/utils/TrendsTable.d.ts +5 -3
  639. package/dist/trends/utils/TrendsWidget.d.ts +7 -0
  640. package/dist/trends/utils/shared.d.ts +2 -2
  641. package/dist/{useAccountDisplayName-DbkgGLdg.mjs → useAccountDisplayName-CFa_MrS6.mjs} +5 -5
  642. package/dist/{useAriaLive-B3_pRUio.mjs → useAriaLive-MkYebyUR.mjs} +4 -4
  643. package/dist/{useDimensions-27p2evRx.mjs → useDimensions-CeDR9V8N.mjs} +6 -6
  644. package/dist/{useInsightsEnabled-dhmXeSyF.mjs → useInsightsEnabled-DaNLPmUU.mjs} +1 -1
  645. package/dist/{useScreenSize-B6JyS_Lj.mjs → useScreenSize-mWpmnh5w.mjs} +3 -3
  646. package/dist/{useWidgetLoadTimer-CrUzxN-P.mjs → useWidgetLoadTimer-CJb-RELP.mjs} +1 -1
  647. package/package.json +65 -43
  648. package/dist/AccountApi-DgZ8ILj1.mjs +0 -19
  649. package/dist/AccountDetailsHeader-BOV91g1o.mjs +0 -95
  650. package/dist/AccountFields-BRRH37K1.mjs +0 -140
  651. package/dist/AccountListItem-Ds5C0mOT.mjs +0 -90
  652. package/dist/AccountStore-BFKvXJSD.mjs +0 -244
  653. package/dist/Accounts-CuE8aSZN.mjs +0 -27
  654. package/dist/BeatApi-De2IaqH2.mjs +0 -21
  655. package/dist/BeatStore-D_NYuBSz.mjs +0 -81
  656. package/dist/BudgetUtil-CDSOZXem.mjs +0 -101
  657. package/dist/CashflowStore-naOtJcwo.mjs +0 -91
  658. package/dist/CategoryStore-DEqAnHbi.mjs +0 -186
  659. package/dist/CategoryUtil-CFHBvaV4.mjs +0 -80
  660. package/dist/CurrencyInput-DDQ4DBrE.mjs +0 -85
  661. package/dist/DateUtil-CVsMhbZU.mjs +0 -48
  662. package/dist/DebtsStore-Dv_T7Dts.mjs +0 -63
  663. package/dist/Dialog-CWymUiuO.mjs +0 -120
  664. package/dist/Donut-Dmy3JTWd.mjs +0 -86
  665. package/dist/Fetch-DecPFeGU.mjs +0 -119
  666. package/dist/FinstrongStore-BjFkMTIL.mjs +0 -451
  667. package/dist/GlobalAccountFilter-BpWlPAl5.mjs +0 -316
  668. package/dist/GoalStore-Dbjgft2i.mjs +0 -422
  669. package/dist/HeaderCell-DjuifqHJ.mjs +0 -6
  670. package/dist/LineChart-DHj-Bufi.mjs +0 -580
  671. package/dist/Loader-BSWSYqvn.mjs +0 -24
  672. package/dist/Localization-2MODESHW.mjs +0 -30
  673. package/dist/ManageIncome-DIIyqDTp.mjs +0 -585
  674. package/dist/MerchantStore-WvZ4gnQe.mjs +0 -37
  675. package/dist/MiniWidgetContainer-DKn7ndO6.mjs +0 -56
  676. package/dist/NetWorthStore-B6ziBtaH.mjs +0 -168
  677. package/dist/Notification-Bs1fdbzI.mjs +0 -95
  678. package/dist/NotificationStore-Ck2KdNmT.mjs +0 -79
  679. package/dist/OriginalBalanceAction-DFoG79Ba.mjs +0 -115
  680. package/dist/RecurringTransactionsStore-D_--5PWH.mjs +0 -277
  681. package/dist/RepeatingTransaction-C2txVA9O.mjs +0 -292
  682. package/dist/SearchBox-B2_zLv8-.mjs +0 -42
  683. package/dist/SettingsStore-CInvh-rQ.mjs +0 -269
  684. package/dist/SpendingLegend-BxefXiQd.mjs +0 -193
  685. package/dist/TransactionApi-CjBoLleL.mjs +0 -86
  686. package/dist/TransactionDetails-CPwv9xtZ.mjs +0 -1374
  687. package/dist/TransactionStore-D2aMUClq.mjs +0 -688
  688. package/dist/TrendsStore-BdsYfCc7.mjs +0 -183
  689. package/dist/User-CulNdZUr.mjs +0 -314
  690. package/dist/ViewMoreMicroCard-CDWR16_h.mjs +0 -1147
  691. package/dist/WidgetContainer-mzejMmz2.mjs +0 -555
  692. package/dist/accounts/stores/UiStore.d.ts +0 -10
  693. package/dist/accounts/utils/index.d.ts +0 -1
  694. package/dist/cashflow/api/CashflowApi.d.ts +0 -13
  695. package/dist/cashflow/stores/CashflowStore.d.ts +0 -8
  696. package/dist/categories/stores/UiStore.d.ts +0 -20
  697. package/dist/common/api/LocalizedCopyApi.d.ts +0 -8
  698. package/dist/common/api/index.d.ts +0 -10
  699. package/dist/common/components/barchart/Bar.d.ts +0 -25
  700. package/dist/common/components/barchart/BarChart.d.ts +0 -34
  701. package/dist/common/components/barchart/BarColumn.d.ts +0 -37
  702. package/dist/common/components/barchart/Legend.d.ts +0 -8
  703. package/dist/common/components/barchart/Util.d.ts +0 -42
  704. package/dist/common/components/barchart/index.d.ts +0 -1
  705. package/dist/common/stores/index.d.ts +0 -3
  706. package/dist/common/types/SpendingPlan.d.ts +0 -44
  707. package/dist/common/utils/Categories.d.ts +0 -6
  708. package/dist/debts/store/DebtsStore.d.ts +0 -9
  709. package/dist/debts/store/DebtsUiStore.d.ts +0 -13
  710. package/dist/debts/utils/DebtStore.d.ts +0 -4
  711. package/dist/debts/utils/DebtsWidget.d.ts +0 -14
  712. package/dist/debts/utils/shared.d.ts +0 -12
  713. package/dist/exportTransactionsToCSV-BU1jTY0Q.mjs +0 -48
  714. package/dist/help/constants/index.d.ts +0 -1
  715. package/dist/help/utils/getAccessibleHelpCategories.d.ts +0 -3
  716. package/dist/transactions/analytics.d.ts +0 -3
  717. package/dist/transactions/components/shared/transactiondetails/actions/HideAction.d.ts +0 -7
  718. package/dist/transactions/components/shared/transactionlist/DateRow.d.ts +0 -7
  719. package/dist/transactions/constants/Transaction.d.ts +0 -2
  720. package/dist/transactions/constants/TransactionsTable.d.ts +0 -17
  721. package/dist/transactions/stores/UiStore.d.ts +0 -25
  722. package/dist/transactions/utils/exportTransactionsToCSV.d.ts +0 -9
  723. package/dist/transactions/utils/sortAndFilterTransactions.d.ts +0 -3
  724. package/dist/trends/components/CategoryDetailDrawer.d.ts +0 -7
  725. package/dist/useCombineEvents-CRwX-qWE.mjs +0 -92
  726. package/dist/{common → core}/constants/Category.d.ts +0 -0
  727. package/dist/{common → core}/constants/DateFormats.d.ts +0 -0
  728. package/dist/{debts/constants/index.d.ts → core/constants/Debts.d.ts} +0 -0
  729. package/dist/{help → core}/constants/Help.d.ts +0 -0
  730. package/dist/{investments/constants/index.d.ts → core/constants/Investments.d.ts} +0 -0
  731. package/dist/{common → core}/constants/Numbers.d.ts +0 -0
  732. package/dist/{common → core}/constants/Table.d.ts +0 -0
  733. package/dist/{common → core}/stores/GlobalCopyStore.d.ts +0 -0
  734. package/dist/{common → core}/stores/GlobalUiStore.d.ts +0 -0
  735. package/dist/{common → core}/stores/UserStore.d.ts +1 -1
  736. /package/dist/{common → core}/types/Account.d.ts +0 -0
  737. /package/dist/{common → core}/types/Cashflow.d.ts +0 -0
  738. /package/dist/{common → core}/types/Category.d.ts +0 -0
  739. /package/dist/{common → core}/types/Date.d.ts +0 -0
  740. /package/dist/{common → core}/types/Debt.d.ts +0 -0
  741. /package/dist/{common → core}/types/Global.d.ts +0 -0
  742. /package/dist/{common → core}/types/GlobalCopy.d.ts +0 -0
  743. /package/dist/{common → core}/types/Goal.d.ts +0 -0
  744. /package/dist/{common → core}/types/Handlers.d.ts +0 -0
  745. /package/dist/{common → core}/types/Help.d.ts +0 -0
  746. /package/dist/{common → core}/types/Holding.d.ts +0 -0
  747. /package/dist/{common → core}/types/Institution.d.ts +0 -0
  748. /package/dist/{common → core}/types/LocalizedContent.d.ts +0 -0
  749. /package/dist/{common → core}/types/Merchant.d.ts +0 -0
  750. /package/dist/{common → core}/types/RepeatingTransaction.d.ts +0 -0
  751. /package/dist/{common → core}/types/ScheduledPayment.d.ts +0 -0
  752. /package/dist/{common → core}/types/ScreenSize.d.ts +0 -0
  753. /package/dist/{common → core}/types/Transaction.d.ts +0 -0
  754. /package/dist/{common → core}/types/User.d.ts +0 -0
  755. /package/dist/{common → core}/types/localization/AccountFilterCopy.d.ts +0 -0
  756. /package/dist/{common → core}/types/localization/AccountTypeCopy.d.ts +0 -0
  757. /package/dist/{common → core}/types/localization/AccountsCopy.d.ts +0 -0
  758. /package/dist/{common → core}/types/localization/AnalyticsCopy.d.ts +0 -0
  759. /package/dist/{common → core}/types/localization/CategoryCopy.d.ts +0 -0
  760. /package/dist/{common → core}/types/localization/ConnectCopy.d.ts +0 -0
  761. /package/dist/{common → core}/types/localization/CurrencyInputCopy.d.ts +0 -0
  762. /package/dist/{common → core}/types/localization/DateRangePickerCopy.d.ts +0 -0
  763. /package/dist/{common → core}/types/localization/FinstrongCopy.d.ts +0 -0
  764. /package/dist/{common → core}/types/localization/HelpCopy.d.ts +0 -0
  765. /package/dist/{common → core}/types/localization/InvestmentsCopy.d.ts +0 -0
  766. /package/dist/{common → core}/types/localization/MicroInsightsCopy.d.ts +0 -0
  767. /package/dist/{common → core}/types/localization/NetWorthCopy.d.ts +0 -0
  768. /package/dist/{common → core}/types/localization/NotificationsCopy.d.ts +0 -0
  769. /package/dist/{common → core}/types/localization/SettingsCopy.d.ts +0 -0
  770. /package/dist/{common → core}/types/localization/index.d.ts +0 -0
  771. /package/dist/{common → core}/utils/DateUtil.d.ts +0 -0
  772. /package/dist/{common → core}/utils/Fetch.d.ts +0 -0
  773. /package/dist/{common/utils/User.d.ts → core/utils/UserUtils.d.ts} +0 -0
package/README.md CHANGED
@@ -1,18 +1,201 @@
1
- - [Getting Started](#getting-started)
2
- - [Merging and Publishing](#merging-and-publishing)
3
- - [React Library Application Template](#react-library-application-template)
1
+ # @mx-cartographer/experiences
2
+
3
+ @mx-cartographer/experiences is a React-based library of financial experience widgets designed for seamless integration within the MX ecosystem. It provides a robust collection of modular widgets (e.g., Accounts, Budgets, Cashflow) built on top of Material UI (MUI) [^MUI_VER] and the MXUI design system [^MXUI_VER], powered by MobX [^MOBX_VER] for scalable state management.
4
+
5
+ ## Documentation
4
6
 
7
+ - [Architecture Overview](docs/ARCHITECTURE.md)
8
+ - [Widget Catalog](docs/WIDGETS.md)
9
+ - [State Management](docs/STATE_MANAGEMENT.md)
10
+ - [API and Data](docs/API_AND_DATA.md)
11
+ - [Styling and Theming](docs/STYLING_AND_THEMING.md)
12
+ - [Testing](docs/TESTING.md)
5
13
 
6
- ## Getting started
7
- In order to run the project you will need to make sure that you have yarn installed. It must be higher than 1.22 in order to do that you must have corepack enabled. Do not just run "npm i" to install dependencies, all packages must be installed with yarn.
14
+ ## Tech Stack
8
15
 
9
- 1. Install [yarn](https://yarnpkg.com/getting-started/install)
10
- 1. From the project root dir, run `yarn` or `yarn install` to install dependencies
11
- 1. To start the project run `yarn dev`
12
- 1. The storybook project should automatically run in your local browser
13
- 1. The QA storybook containing the latest Experience changes is [accessible here](https://experiences.kube.qa.internal.mx/?path=/docs/experiences-introduction--docs)
16
+ The library is built using a modern React stack, leveraging industry-standard tools for building performant and accessible UI components.
14
17
 
15
- ## Publishing alpha versions
18
+ | Component | Technology | Description |
19
+ | :--- | :--- | :--- |
20
+ | **Framework** | [React](https://reactjs.org/) | Core library for building declarative UI components. |
21
+ | **Language** | [TypeScript](https://www.typescriptlang.org/) | Provides static typing for improved maintainability and developer experience. |
22
+ | **Styling** | [Material UI (MUI)](https://mui.com/) | Base UI component framework and styling system. |
23
+ | **Design System** | [@mxenabled/mxui](https://mx.atlassian.net/wiki) | MX-themed overrides and consistent UI primitives. |
24
+ | **State Management** | [MobX](https://mobx.js.org/) | Scalable and observable state management for complex widget interactions. |
25
+ | **Data Visualization** | [D3.js](https://d3js.org/) | Powering complex charts and interactive data representations. |
26
+ | **Build Tool** | [Vite](https://vitejs.dev/) | Next-generation frontend tooling for fast builds and development. |
27
+ | **Testing** | [Vitest](https://vitest.dev/) | Modern testing framework compatible with the Vite ecosystem. |
28
+ | **Documentation** | [Storybook](https://storybook.js.org/) | Component-driven development environment and live documentation. |
29
+
30
+ ## Table of Contents
31
+ - [Getting Started](#getting-started)
32
+ - [Installation](#installation)
33
+ - [Usage](#usage)
34
+ - [Architecture](#architecture)
35
+ - [Project Structure](#project-structure)
36
+ - [Testing](#testing)
37
+ - [Contributing](#contributing)
38
+ - [Support](#support)
39
+
40
+ ## Getting Started
41
+
42
+ ### Prerequisites
43
+ - **Node.js**: v18.0.0 or higher
44
+ - **Yarn**: 4.11.0 [^YARN_VER]
45
+ - **React**: 18.3.1 [^REACT_VER]
46
+ - **MobX**: 6.13.6 [^MOBX_VER]
47
+
48
+ ### Installation
49
+
50
+ Install the library using yarn:
51
+
52
+ ```bash
53
+ yarn add @mx-cartographer/experiences
54
+ ```
55
+
56
+ The QA storybook containing the latest Experience changes is [accessible here](https://experiences.kube.qa.internal.mx/?path=/docs/experiences-introduction--docs).
57
+
58
+ ## Usage
59
+
60
+ ### Integrating a Widget
61
+ To use an experience widget, import it from its feature-specific entry point. Most widgets are designed to automatically wrap themselves in a `WidgetContainer` for consistent layout.
62
+
63
+ ```tsx
64
+ import React from 'react';
65
+ import { AccountsWidget } from '@mx-cartographer/experiences/accounts';
66
+
67
+ const MyDashboard = () => {
68
+ return (
69
+ <div style={{ height: '600px', width: '100%' }}>
70
+ <AccountsWidget
71
+ onBackClick={() => console.log('User clicked back')}
72
+ />
73
+ </div>
74
+ );
75
+ };
76
+ ```
77
+
78
+ ### Common Configuration
79
+ Widgets often accept `sx` props for styling and specific callbacks for navigation or analytics.
80
+
81
+ ```tsx
82
+ import { BudgetsWidget } from '@mx-cartographer/experiences/budgets';
83
+
84
+ <BudgetsWidget
85
+ sx={{ m: 2, borderRadius: '8px' }}
86
+ onBudgetClick={(budgetId) => navigate(`/budgets/${budgetId}`)}
87
+ />
88
+ ```
89
+
90
+ ## Architecture
91
+
92
+ The project follows a modular architecture where feature widgets leverage shared infrastructure and a unified design system.
93
+
94
+ ```mermaid
95
+ graph TB
96
+ subgraph "Consumer Application"
97
+ App[React Application]
98
+ end
99
+
100
+ subgraph "@mx-cartographer/experiences"
101
+ subgraph "Common Infrastructure (src/common)"
102
+ WC[WidgetContainer]
103
+ GP[WidgetContainerProvider]
104
+ GS[GlobalUiStore / GlobalCopyStore]
105
+ API[WidgetApi / Fetch]
106
+ end
107
+
108
+ subgraph "Experience Widgets (src/[feature])"
109
+ AW[AccountsWidget]
110
+ BW[BudgetsWidget]
111
+ CW[CashflowWidget]
112
+ end
113
+
114
+ subgraph "State Management"
115
+ MX[MobX]
116
+ end
117
+
118
+ subgraph "UI Foundation"
119
+ MUI[Material UI]
120
+ MXUI[@mxenabled/mxui]
121
+ end
122
+ end
123
+
124
+ App --> AW
125
+ App --> BW
126
+ AW --> WC
127
+ BW --> WC
128
+ WC --> GP
129
+ AW --> GS
130
+ AW --> API
131
+ GS --> MX
132
+ AW --> MXUI
133
+ MXUI --> MUI
134
+ ```
135
+
136
+ ### Key Design Patterns
137
+ - **Container Pattern**: Widgets are wrapped in `WidgetContainer` [^1] to provide consistent headers, action buttons, and navigation.
138
+ - **Context-Driven Layout**: The `WidgetContainerProvider` [^2] calculates container dimensions to enable internal responsive rendering logic.
139
+ - **State Isolation**: Each feature (e.g., Budgets, Accounts) maintains its own MobX store, while sharing global state through `GlobalUiStore` and `GlobalCopyStore` [^3].
140
+ - **Responsive Primitives**: All components use the `useScreenSize` hook [^4] for consistent behavior across mobile, tablet, and desktop viewports.
141
+
142
+ ## Project Structure
143
+
144
+ The codebase is organized by feature, with a shared `common` directory for cross-cutting concerns and a `core` directory for centralized types and constants.
145
+
146
+ ```mermaid
147
+ graph TD
148
+ src["src/"]
149
+ src --> core["core/ (Centralized TypeScript types and constants)"]
150
+ src --> common["common/ (Shared components, hooks, stores, and API utilities)"]
151
+ src --> accounts["accounts/ (Accounts summary, details, and connection management)"]
152
+ src --> budgets["budgets/ (Budget tracking, bubble charts, and categorization)"]
153
+ src --> cashflow["cashflow/ (Cashflow forecasting and event management)"]
154
+ src --> dashboard["dashboard/ (Aggregate view of multiple experience widgets)"]
155
+ src --> debts["debts/ (Debt tracking and payoff visualization)"]
156
+ src --> finstrong["finstrong/ (Financial health scoring and reporting)"]
157
+ src --> goals["goals/ (Savings goal setting, tracking, and progress visualization)"]
158
+ src --> networth["networth/ (Asset and liability tracking with historical trends)"]
159
+ src --> spending["spending/ (Categorized spending analysis)"]
160
+ src --> transactions["transactions/ (Detailed transaction history and rules)"]
161
+ src --> trends["trends/ (Longitudinal spending and income analysis)"]
162
+ ```
163
+
164
+ ## Testing
165
+
166
+ The library uses `Vitest` [^5] and `@testing-library/react` [^6] for comprehensive unit and integration testing.
167
+
168
+ ```bash
169
+ # Run all tests
170
+ yarn test
171
+
172
+ # Run tests with interactive UI and coverage reporting
173
+ yarn testui
174
+
175
+ # Run tests in headless mode (CI)
176
+ yarn citest
177
+ ```
178
+
179
+ Verification logic and test setups are maintained in [src/common/__tests__](src/common/__tests__) and [vitest.setup.insights.tsx](vitest.setup.insights.tsx).
180
+
181
+ ## Contributing
182
+
183
+ 1. **Local Development**: Preview widgets in isolation using Storybook.
184
+ ```bash
185
+ yarn storybook
186
+ ```
187
+ 2. **Linting**: Maintain code quality and standards.
188
+ ```bash
189
+ yarn lint
190
+ ```
191
+ 3. **Building**: Generate production-ready artifacts.
192
+ ```bash
193
+ yarn build
194
+ ```
195
+
196
+ <!-- Commented this out to prevent exposing internal operations in the npm registry -->
197
+
198
+ <!-- ## Publishing alpha versions
16
199
  1. Bump the version in package.json using the format `major.minor.patch-alpha.<yourinitials><n>` See [the version history](https://www.npmjs.com/package/@mx-cartographer/experiences?activeTab=versions) for examples.
17
200
  1. Run `npm publish --tag alpha`.
18
201
 
@@ -21,39 +204,25 @@ In order to run the project you will need to make sure that you have yarn instal
21
204
  1. Update CHANGELOG.md and include the version to publish using the standard `major.minor.patch`. If there are breaking changes, we bump the major, new feature we bump minor and bug fixes or minor changes, we bump patch.
22
205
  1. Request a MR review by commenting `shipit --review`
23
206
  1. Once the MR is approved, comment `shipit --publish-version=major|minor|patch`.
24
- 2. Shipit will bump the version in package.json, merge and publish the package to npm.
25
-
26
-
27
- ## React Library Application Template
28
-
29
- This template is used to create projects in the Cartographer group
30
-
31
- ### Create a Cartographer group project from the template
32
-
33
- 1. Go to the [Cartographer group](https://gitlab.mx.com/mx/money-experiences/moneymap/cartographer) and click "New Project"
34
- 1. Click "Create from Template"
35
- 1. Open the "Groups" tab
36
- 1. Click "Use Template" in the React Library Application row
37
- 1. Enter the project name and ensure that the visitibliy is set to internal. Add a description if needed
38
- 1. Click "Create project" and you've created your project
39
-
40
- ### Next steps:
41
-
42
- #### Protect the Master branch
43
-
44
- Note: A maintainer or owner will need to do this part
45
-
46
- 1. Open Settings > Repository for the repo
47
- 1. Expand the "Selected branches" section
48
- 1. For the master branch, set the "Allowed to merge" option to "Developers + Maintainers" and the "Allowed to push" option to "No one"
49
-
50
- #### Merge Request Approvals
51
-
52
- 1. Open Settings > General for the repo
53
- 1. Expand the "Merge request approvals section"
54
- 1. Change approvals required to 1
55
-
56
- #### Issue board
57
-
58
- Under Issues > Boards, create a new board to track issues for that specific repo. Copy the labels/lists from the scoped issue board in the Cartographer group to create this one. The labels will be the same, but the new issue board will only shows issues created for this specific repo.
59
-
207
+ 2. Shipit will bump the version in package.json, merge and publish the package to npm. -->
208
+
209
+ ## Support
210
+
211
+ For technical assistance or internal inquiries:
212
+ - **Team**: MX Cartographer
213
+ - **Docs**: [MX Developer Portal](https://mx.atlassian.net/wiki)
214
+ - **Slack**: https://mx.enterprise.slack.com/archives/C08M61HSWRF #web-experiences-dev-all
215
+
216
+ ## Copyright (c) 2026 MX Technologies, Inc. All Rights Reserved.
217
+
218
+ [^1]: [src/common/components/WidgetContainer.tsx:55](src/common/components/WidgetContainer.tsx#L55)
219
+ [^2]: [src/common/context/WidgetContainerProvider.tsx:10](src/common/context/WidgetContainerProvider.tsx#L10)
220
+ [^3]: [src/common/context/GlobalStoreProvider.tsx:10](src/common/context/GlobalStoreProvider.tsx#L10)
221
+ [^4]: [src/common/hooks/useScreenSize.tsx:4](src/common/hooks/useScreenSize.tsx#L4)
222
+ [^5]: [package.json:267](package.json#L267)
223
+ [^6]: [package.json:160](package.json#L160)
224
+ [^MUI_VER]: [package.json:188](package.json#L188)
225
+ [^MXUI_VER]: [package.json:196](package.json#L196)
226
+ [^MOBX_VER]: [package.json:202](package.json#L202)
227
+ [^REACT_VER]: [package.json:206](package.json#L206)
228
+ [^YARN_VER]: [package.json:284](package.json#L284)
@@ -109,10 +109,10 @@ export {
109
109
  U as S,
110
110
  M as a,
111
111
  G as b,
112
- C as c,
113
- N as d,
114
- A as e,
115
- H as f,
112
+ A as c,
113
+ H as d,
114
+ C as e,
115
+ N as f,
116
116
  R as g,
117
117
  T as h
118
118
  };
@@ -1,4 +1,4 @@
1
- import { A as C } from "./Account-CMjOp7S2.mjs";
1
+ import { A as C } from "./Account-BaJmiJAG.mjs";
2
2
  const I = [
3
3
  C.ANY,
4
4
  C.CASH,
@@ -0,0 +1,95 @@
1
+ import { jsx as t, jsxs as r } from "react/jsx-runtime";
2
+ import { observer as _ } from "mobx-react-lite";
3
+ import s from "@mui/material/Stack";
4
+ import { H3 as x, InstitutionLogo as D, Text as d, H2 as N } from "@mxenabled/mxui";
5
+ import { f as P } from "./NumberFormatting--XMeeBfr.mjs";
6
+ import p from "react";
7
+ import { G, d as f, l as O, f as R, a as v, u as w } from "./hooks-BaO_gOI6.mjs";
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+ import { g as L } from "./AccountFields-mwJ8NXsX.mjs";
9
+ import { A as i } from "./Account-BaJmiJAG.mjs";
10
+ import H from "@mui/material/Card";
11
+ import M from "@mui/material/CardContent";
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+ import U from "@mui/material/CardHeader";
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+ import { L as Y } from "./Loader-CxeBwuPG.mjs";
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+ import { I as j, P as z, S as k } from "./Account-BxHMlV9R.mjs";
15
+ import { u as B } from "./useAccountDisplayName-CFa_MrS6.mjs";
16
+ const C = () => {
17
+ if (!p.useContext(G))
18
+ throw new Error("useCategoryUiStore() must be used within the GlobalDataContext");
19
+ return f().uiStore;
20
+ }, F = (o, e) => {
21
+ const c = [i.LOAN, i.MORTGAGE, i.PROPERTY].includes(
22
+ o
23
+ ), n = [
24
+ i.CREDIT_CARD,
25
+ i.LINE_OF_CREDIT,
26
+ i.PREPAID,
27
+ i.CHECKING_LINE_OF_CREDIT
28
+ ].includes(o);
29
+ return c ? { title: e.label_payments, description: e.chart_title_payments } : n ? { title: e.label_payments_spend, description: e.chart_title_payments_spend } : { title: e.label_income_spend, description: e.chart_title_income_spend };
30
+ }, V = ({
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+ sx: o,
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+ ChartComponent: e,
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+ header: c
34
+ }) => {
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+ const { loadMonthlyCategoryTotals: n } = O(), { isInitialized: l } = R(), { selectedAccount: a } = C(), [u, m] = p.useState(!1);
36
+ return p.useEffect(() => {
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+ l && n([a]).finally(() => {
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+ m(!0);
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+ }, [l, a]), !l || !u ? /* @__PURE__ */ t(Y, {}) : /* @__PURE__ */ r(
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+ },
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+ children: [
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+ /* @__PURE__ */ t(U, { sx: { pb: 0 }, title: /* @__PURE__ */ t(x, { sx: { pb: 4 }, children: c }) }),
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+ }
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+ );
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+ }, W = _(V), $ = ({
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+ customDetailsChart: o,
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+ ChartComponent: e
58
+ }) => {
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+ const { institutions: c } = f(), { selectedAccount: n } = C(), { config: l } = v(), { accounts: a } = w(), { firstSubtitle: u, firstValue: m, hasAvailableBalance: b, secondSubtitle: h, secondValue: A } = L(n, a, l.display_available_balance_in_accounts), y = c.find(
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+ ), g = [
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+ ...j,
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+ ...z,
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+ return /* @__PURE__ */ r(s, { bgcolor: "background.default", p: 24, children: [
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+ /* @__PURE__ */ r(s, { gap: 12, children: [
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+ export {
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+ lt as A,
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+ C as u
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+ };
@@ -0,0 +1,141 @@
1
+ import { jsx as p } from "react/jsx-runtime";
2
+ import { Text as h, Icon as b } from "@mxenabled/mxui";
3
+ import { A as d, a as F, P as T, b as A } from "./Account-BaJmiJAG.mjs";
4
+ import { i as D, u as g, a as O, b as C, c as N } from "./AccountUtils-T5_Odvos.mjs";
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+ import { F as m } from "./Accounts-CseLC3lL.mjs";
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+ import { f } from "./DateUtil-Bhq59ZVg.mjs";
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+ import { f as s, i as o, a as S, b as I } from "./NumberFormatting--XMeeBfr.mjs";
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+ import { b as i } from "./Localization-DnoVyBNK.mjs";
9
+ import { f as c, D as y } from "./DateFormats-HudZ3Bjs.mjs";
10
+ const Y = (l, e) => {
11
+ const n = [
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+ {
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+ event: "account_details_click_account_name",
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+ label: e.account_name,
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+ name: "user_name",
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+ placeholder: i(e.enter_value, e.account_name),
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+ validation: (a) => a ? "" : i(e.field_is_required, e.account_name),
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+ valueFormatter: (a) => a
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+ ];
22
+ if (D(l)) {
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+ n.unshift({
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+ label: e.account_balance,
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+ name: "balance",
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+ type: m.Currency,
28
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+ });
30
+ const a = Object.keys(d).filter((t) => Number(t)).map((t) => ({
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+ label: e.account_types[t],
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+ value: Number(t),
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+ icon: /* @__PURE__ */ p(b, { name: F[t] })
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+ }));
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+ n.push({
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+ options: a,
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+ type: m.Select,
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+ valueFormatter: (t) => a.find((r) => r.value === t)?.label
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+ });
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+ }
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+ if (l.account_type === d.PROPERTY) {
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+ const a = Object.keys(T).filter((t) => Number(t)).map((t) => ({
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+ value: Number(t),
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+ icon: /* @__PURE__ */ p(b, { name: A[t] })
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+ event: "account_details_click_interest_rate",
63
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114
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115
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116
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117
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118
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124
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126
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127
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128
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129
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130
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131
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132
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133
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134
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135
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136
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137
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138
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139
+ j as b,
140
+ L as g
141
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@@ -0,0 +1,94 @@
1
+ import { jsx as e, jsxs as o, Fragment as c } from "react/jsx-runtime";
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+ import I from "@mui/material/Badge";
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+ import C from "@mui/material/ListItemAvatar";
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+ import S from "@mui/material/ListItemButton";
8
+ import A from "@mui/material/ListItemText";
9
+ import { useTheme as L } from "@mui/material/styles";
10
+ import { InstitutionLogo as B, Text as r } from "@mxenabled/mxui";
11
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15
+ import { u as E } from "./useAccountDisplayName-CFa_MrS6.mjs";
16
+ import { a as M, u as w } from "./hooks-BaO_gOI6.mjs";
17
+ import { C as d } from "./Account-BaJmiJAG.mjs";
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22
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26
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28
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32
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33
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47
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+ ] }),
71
+ /* @__PURE__ */ o(m, { sx: { alignItems: "center", display: "flex", justifyContent: "space-between" }, children: [
72
+ /* @__PURE__ */ e(r, { variant: "caption", children: x }),
73
+ /* @__PURE__ */ e(r, { ml: "auto", variant: "caption", children: y })
74
+ ] })
75
+ ] })
76
+ }
77
+ )
78
+ ] });
79
+ return /* @__PURE__ */ e(
80
+ v,
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+ {
82
+ ...s,
83
+ sx: {
84
+ backgroundColor: "background.paper",
85
+ color: t.is_closed ? "grey.700" : "",
86
+ ...s?.sx
87
+ },
88
+ children: n ? /* @__PURE__ */ e(S, { alignItems: "flex-start", onClick: n, sx: { px: 24 }, children: l }) : l
89
+ }
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+ );
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+ }, et = _(G);
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+ export {
93
+ et as A
94
+ };
@@ -0,0 +1,27 @@
1
+ import { A as e, C as u, E as p, e as y, M as d } from "./Account-BaJmiJAG.mjs";
2
+ const m = (t) => t && (t.account_type === e.CREDIT_CARD || t.account_type === e.LOAN || t.account_type === e.MORTGAGE || t.account_type === e.LINE_OF_CREDIT || t.account_type === e.CHECKING_LINE_OF_CREDIT), I = (t) => t.is_manual || !t.guid, f = (t) => t.account_type === e.LINE_OF_CREDIT || t.account_type === e.CREDIT_CARD || t.account_type === e.CHECKING_LINE_OF_CREDIT, R = (t) => t.account_type === e.SAVINGS || t.account_type === e.CHECKING || t.account_type === e.LINE_OF_CREDIT || t.account_type === e.CREDIT_CARD || t.account_type === e.LOAN || t.account_type === e.MORTGAGE, A = (t) => t.account_type === e.LOAN || t.account_type === e.MORTGAGE, N = (t, n, s, _, a) => t.filter((i) => !(i.member_is_managed_by_user && _)).filter((i) => !(!i.member_is_managed_by_user && a)).sort(C).map((i) => {
3
+ const r = n.find((c) => c.guid === i.institution_guid), o = s.find((c) => c.guid === i.member_guid);
4
+ return E(i, r, o);
5
+ }), E = (t, n, s) => {
6
+ let _ = u.Connected;
7
+ s && (p.includes(s.connection_status) ? _ = u.Error : y.includes(s.connection_status) ? _ = u.Processing : d.includes(s.connection_status) && (_ = u.RequiresMfa));
8
+ const a = [
9
+ t.user_name || t.feed_name || "",
10
+ t.account_number ? `*${t.account_number}` : ""
11
+ ].join(" ").trim();
12
+ return {
13
+ ...t,
14
+ connectionStatus: _,
15
+ displayName: a,
16
+ institution: n,
17
+ member: s
18
+ };
19
+ }, C = (t, n) => t.account_type > n.account_type ? 1 : t.account_type < n.account_type ? -1 : (t.name || "") > (n.name || "") ? 1 : (t.name || "") < (n.name || "") ? -1 : 0;
20
+ export {
21
+ m as a,
22
+ f as b,
23
+ A as c,
24
+ N as d,
25
+ I as i,
26
+ R as u
27
+ };
@@ -0,0 +1,5 @@
1
+ var a = /* @__PURE__ */ ((r) => (r.Loading = "loading", r.Error = "error", r))(a || {}), t = /* @__PURE__ */ ((r) => (r.Currency = "currency", r.Date = "date", r.Input = "input", r.Select = "select", r))(t || {});
2
+ export {
3
+ t as F,
4
+ a as M
5
+ };