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Repository: maybe-finance/maybe-archive
Branch: main
Commit: 04bf3d135bdb
Files: 1004
Total size: 2.6 MB
Directory structure:
gitextract_0nt4pr3f/
├── .dockerignore
├── .editorconfig
├── .eslintrc.json
├── .github/
│ ├── ISSUE_TEMPLATE/
│ │ ├── bug_report.md
│ │ └── feature-request-or-improvement.md
│ └── workflows/
│ └── docker-publish.yml
├── .gitignore
├── .husky/
│ └── pre-commit
├── .prettierignore
├── .prettierrc
├── .storybook/
│ ├── main.js
│ └── tsconfig.json
├── .vscode/
│ ├── extensions.json
│ ├── launch.json
│ └── settings.json
├── CONTRIBUTING.md
├── LICENSE
├── README.md
├── apps/
│ ├── .gitkeep
│ ├── client/
│ │ ├── .babelrc.json
│ │ ├── .eslintrc.json
│ │ ├── .storybook/
│ │ │ ├── main.js
│ │ │ ├── manager.js
│ │ │ ├── preview.js
│ │ │ ├── theme.js
│ │ │ └── tsconfig.json
│ │ ├── Dockerfile
│ │ ├── components/
│ │ │ ├── APM.tsx
│ │ │ ├── Maintenance.stories.tsx
│ │ │ ├── Maintenance.tsx
│ │ │ ├── Meta.tsx
│ │ │ └── account-views/
│ │ │ ├── DefaultView.tsx
│ │ │ ├── InvestmentView.tsx
│ │ │ ├── LoanView.tsx
│ │ │ └── index.ts
│ │ ├── env.sh
│ │ ├── env.ts
│ │ ├── jest.config.ts
│ │ ├── next-env.d.ts
│ │ ├── next.config.js
│ │ ├── pages/
│ │ │ ├── 404.tsx
│ │ │ ├── _app.tsx
│ │ │ ├── _document.tsx
│ │ │ ├── accounts/
│ │ │ │ ├── [accountId].tsx
│ │ │ │ └── index.tsx
│ │ │ ├── api/
│ │ │ │ ├── auth/
│ │ │ │ │ └── [...nextauth].ts
│ │ │ │ └── card.tsx
│ │ │ ├── card/
│ │ │ │ └── [id].tsx
│ │ │ ├── data-editor.tsx
│ │ │ ├── index.tsx
│ │ │ ├── login.tsx
│ │ │ ├── onboarding.tsx
│ │ │ ├── plans/
│ │ │ │ ├── [planId].tsx
│ │ │ │ ├── create.tsx
│ │ │ │ └── index.tsx
│ │ │ ├── register.tsx
│ │ │ ├── settings.tsx
│ │ │ └── upgrade.tsx
│ │ ├── postcss.config.js
│ │ ├── public/
│ │ │ ├── .gitkeep
│ │ │ ├── __appenv.js
│ │ │ └── assets/
│ │ │ ├── browserconfig.xml
│ │ │ └── site.webmanifest
│ │ ├── stories/
│ │ │ └── 404.stories.tsx
│ │ ├── styles.css
│ │ ├── tailwind.config.js
│ │ ├── tsconfig.json
│ │ └── tsconfig.spec.json
│ ├── e2e/
│ │ ├── .eslintrc.json
│ │ ├── cypress.config.ts
│ │ ├── src/
│ │ │ ├── e2e/
│ │ │ │ ├── accounts.cy.ts
│ │ │ │ ├── auth.cy.ts
│ │ │ │ └── subscription.cy.ts
│ │ │ ├── fixtures/
│ │ │ │ └── stripe/
│ │ │ │ ├── checkoutSessionCompleted.ts
│ │ │ │ ├── customerSubscriptionCreated.ts
│ │ │ │ ├── customerSubscriptionDeleted.ts
│ │ │ │ └── index.ts
│ │ │ └── support/
│ │ │ ├── commands.ts
│ │ │ ├── e2e.ts
│ │ │ └── index.ts
│ │ └── tsconfig.json
│ ├── server/
│ │ ├── .eslintrc.json
│ │ ├── Dockerfile
│ │ ├── jest.config.ts
│ │ ├── src/
│ │ │ ├── app/
│ │ │ │ ├── __tests__/
│ │ │ │ │ ├── account.integration.spec.ts
│ │ │ │ │ ├── balance-sync.integration.spec.ts
│ │ │ │ │ ├── connection.integration.spec.ts
│ │ │ │ │ ├── insights.integration.spec.ts
│ │ │ │ │ ├── net-worth.integration.spec.ts
│ │ │ │ │ ├── prisma.integration.spec.ts
│ │ │ │ │ ├── stripe.integration.spec.ts
│ │ │ │ │ ├── test-data/
│ │ │ │ │ │ ├── portfolio-1/
│ │ │ │ │ │ │ ├── holdings.csv
│ │ │ │ │ │ │ ├── securities.csv
│ │ │ │ │ │ │ └── transactions.csv
│ │ │ │ │ │ └── portfolio-2/
│ │ │ │ │ │ ├── holdings.csv
│ │ │ │ │ │ ├── securities.csv
│ │ │ │ │ │ └── transactions.csv
│ │ │ │ │ └── utils/
│ │ │ │ │ ├── account.ts
│ │ │ │ │ ├── axios.ts
│ │ │ │ │ ├── csv.ts
│ │ │ │ │ ├── server.ts
│ │ │ │ │ └── user.ts
│ │ │ │ ├── admin/
│ │ │ │ │ └── views/
│ │ │ │ │ ├── pages/
│ │ │ │ │ │ ├── dashboard.ejs
│ │ │ │ │ │ └── index.ejs
│ │ │ │ │ └── partials/
│ │ │ │ │ └── head.ejs
│ │ │ │ ├── app.ts
│ │ │ │ ├── lib/
│ │ │ │ │ ├── ability.ts
│ │ │ │ │ ├── email.ts
│ │ │ │ │ ├── endpoint.ts
│ │ │ │ │ ├── logger.ts
│ │ │ │ │ ├── prisma.ts
│ │ │ │ │ ├── stripe.ts
│ │ │ │ │ ├── teller.ts
│ │ │ │ │ ├── types.ts
│ │ │ │ │ └── webhook.ts
│ │ │ │ ├── middleware/
│ │ │ │ │ ├── auth-error-handler.ts
│ │ │ │ │ ├── dev-only.ts
│ │ │ │ │ ├── error-handler.ts
│ │ │ │ │ ├── identify-user.ts
│ │ │ │ │ ├── index.ts
│ │ │ │ │ ├── maintenance.ts
│ │ │ │ │ ├── superjson.ts
│ │ │ │ │ ├── validate-auth-jwt.ts
│ │ │ │ │ └── validate-teller-signature.ts
│ │ │ │ ├── routes/
│ │ │ │ │ ├── account-rollup.router.ts
│ │ │ │ │ ├── accounts.router.ts
│ │ │ │ │ ├── admin.router.ts
│ │ │ │ │ ├── connections.router.ts
│ │ │ │ │ ├── e2e.router.ts
│ │ │ │ │ ├── holdings.router.ts
│ │ │ │ │ ├── index.ts
│ │ │ │ │ ├── institutions.router.ts
│ │ │ │ │ ├── plans.router.ts
│ │ │ │ │ ├── public.router.ts
│ │ │ │ │ ├── securities.router.ts
│ │ │ │ │ ├── teller.router.ts
│ │ │ │ │ ├── tools.router.ts
│ │ │ │ │ ├── transactions.router.ts
│ │ │ │ │ ├── users.router.ts
│ │ │ │ │ ├── valuations.router.ts
│ │ │ │ │ └── webhooks.router.ts
│ │ │ │ └── trpc.ts
│ │ │ ├── assets/
│ │ │ │ ├── script.js
│ │ │ │ └── styles.css
│ │ │ ├── env.ts
│ │ │ ├── environments/
│ │ │ │ ├── environment.prod.ts
│ │ │ │ └── environment.ts
│ │ │ └── main.ts
│ │ ├── tsconfig.app.json
│ │ ├── tsconfig.json
│ │ └── tsconfig.spec.json
│ └── workers/
│ ├── .eslintrc.json
│ ├── Dockerfile
│ ├── jest.config.ts
│ ├── src/
│ │ ├── app/
│ │ │ ├── __tests__/
│ │ │ │ ├── helpers/
│ │ │ │ │ └── user.test-helper.ts
│ │ │ │ ├── queue.integration.spec.ts
│ │ │ │ ├── security-sync.integration.spec.ts
│ │ │ │ └── teller.integration.spec.ts
│ │ │ ├── lib/
│ │ │ │ ├── di.ts
│ │ │ │ ├── email.ts
│ │ │ │ ├── logger.ts
│ │ │ │ ├── prisma.ts
│ │ │ │ ├── stripe.ts
│ │ │ │ └── teller.ts
│ │ │ └── services/
│ │ │ ├── bull-queue-event-handler.ts
│ │ │ ├── index.ts
│ │ │ └── worker-error.service.ts
│ │ ├── assets/
│ │ │ └── .gitkeep
│ │ ├── env.ts
│ │ ├── environments/
│ │ │ ├── environment.prod.ts
│ │ │ └── environment.ts
│ │ ├── main.ts
│ │ └── utils.ts
│ ├── tsconfig.app.json
│ ├── tsconfig.json
│ └── tsconfig.spec.json
├── babel.config.json
├── custom-express.d.ts
├── docker-compose.test.yml
├── docker-compose.yml
├── jest.config.ts
├── jest.preset.js
├── libs/
│ ├── .gitkeep
│ ├── client/
│ │ ├── features/
│ │ │ ├── .babelrc
│ │ │ ├── .eslintrc.json
│ │ │ ├── jest.config.ts
│ │ │ ├── src/
│ │ │ │ ├── account/
│ │ │ │ │ ├── AccountMenu.tsx
│ │ │ │ │ ├── AccountsSidebar.tsx
│ │ │ │ │ ├── PageTitle.tsx
│ │ │ │ │ └── index.ts
│ │ │ │ ├── accounts-list/
│ │ │ │ │ ├── Account.tsx
│ │ │ │ │ ├── AccountDevTools.tsx
│ │ │ │ │ ├── AccountGroup.tsx
│ │ │ │ │ ├── AccountGroupContainer.tsx
│ │ │ │ │ ├── ConnectedAccountGroup.tsx
│ │ │ │ │ ├── DeleteConnectionDialog.tsx
│ │ │ │ │ ├── DisconnectedAccountGroup.tsx
│ │ │ │ │ ├── ManualAccountGroup.tsx
│ │ │ │ │ └── index.ts
│ │ │ │ ├── accounts-manager/
│ │ │ │ │ ├── AccountTypeGrid.tsx
│ │ │ │ │ ├── AccountTypeSelector.tsx
│ │ │ │ │ ├── AccountValuationFormFields.tsx
│ │ │ │ │ ├── AccountsManager.tsx
│ │ │ │ │ ├── DeleteAccount.tsx
│ │ │ │ │ ├── EditAccount.tsx
│ │ │ │ │ ├── InstitutionGrid.tsx
│ │ │ │ │ ├── InstitutionList.tsx
│ │ │ │ │ ├── asset/
│ │ │ │ │ │ ├── AddAsset.tsx
│ │ │ │ │ │ ├── AssetForm.tsx
│ │ │ │ │ │ ├── EditAsset.tsx
│ │ │ │ │ │ └── index.ts
│ │ │ │ │ ├── connected/
│ │ │ │ │ │ ├── ConnectedAccountForm.tsx
│ │ │ │ │ │ ├── EditConnectedAccount.tsx
│ │ │ │ │ │ └── index.ts
│ │ │ │ │ ├── index.ts
│ │ │ │ │ ├── liability/
│ │ │ │ │ │ ├── AddLiability.tsx
│ │ │ │ │ │ ├── EditLiability.tsx
│ │ │ │ │ │ ├── LiabilityForm.tsx
│ │ │ │ │ │ └── index.ts
│ │ │ │ │ ├── property/
│ │ │ │ │ │ ├── AddProperty.tsx
│ │ │ │ │ │ ├── EditProperty.tsx
│ │ │ │ │ │ ├── PropertyForm.tsx
│ │ │ │ │ │ └── index.ts
│ │ │ │ │ ├── stock/
│ │ │ │ │ │ ├── AddStock.tsx
│ │ │ │ │ │ ├── CreateStockAccount.tsx
│ │ │ │ │ │ ├── StockForm.tsx
│ │ │ │ │ │ └── index.ts
│ │ │ │ │ └── vehicle/
│ │ │ │ │ ├── AddVehicle.tsx
│ │ │ │ │ ├── EditVehicle.tsx
│ │ │ │ │ ├── VehicleForm.tsx
│ │ │ │ │ └── index.ts
│ │ │ │ ├── data-editor/
│ │ │ │ │ ├── account/
│ │ │ │ │ │ ├── AccountEditor.tsx
│ │ │ │ │ │ └── index.ts
│ │ │ │ │ ├── index.ts
│ │ │ │ │ └── transaction/
│ │ │ │ │ ├── TransactionEditor.tsx
│ │ │ │ │ └── index.ts
│ │ │ │ ├── holdings-list/
│ │ │ │ │ ├── CostBasisForm.tsx
│ │ │ │ │ ├── HoldingList.tsx
│ │ │ │ │ ├── HoldingPopout.tsx
│ │ │ │ │ ├── HoldingsTable.tsx
│ │ │ │ │ ├── SecurityPriceChart.tsx
│ │ │ │ │ └── index.ts
│ │ │ │ ├── index.ts
│ │ │ │ ├── insights/
│ │ │ │ │ ├── explainers/
│ │ │ │ │ │ ├── index.ts
│ │ │ │ │ │ ├── investments/
│ │ │ │ │ │ │ ├── AverageReturn.tsx
│ │ │ │ │ │ │ ├── Contributions.tsx
│ │ │ │ │ │ │ ├── PotentialGainLoss.tsx
│ │ │ │ │ │ │ ├── SectorAllocation.tsx
│ │ │ │ │ │ │ ├── TotalFees.tsx
│ │ │ │ │ │ │ └── index.ts
│ │ │ │ │ │ └── net-worth/
│ │ │ │ │ │ ├── BadDebt.tsx
│ │ │ │ │ │ ├── GoodDebt.tsx
│ │ │ │ │ │ ├── IlliquidAssets.tsx
│ │ │ │ │ │ ├── IncomePayingDebt.tsx
│ │ │ │ │ │ ├── LiquidAssets.tsx
│ │ │ │ │ │ ├── NetWorthTrend.tsx
│ │ │ │ │ │ ├── SafetyNet.tsx
│ │ │ │ │ │ ├── TotalDebtRatio.tsx
│ │ │ │ │ │ ├── YieldingAssets.tsx
│ │ │ │ │ │ └── index.ts
│ │ │ │ │ ├── index.ts
│ │ │ │ │ └── insight-states.ts
│ │ │ │ ├── investment-transactions-list/
│ │ │ │ │ ├── InvestmentTransactionList.tsx
│ │ │ │ │ ├── InvestmentTransactionListItem.tsx
│ │ │ │ │ └── index.ts
│ │ │ │ ├── layout/
│ │ │ │ │ ├── DesktopLayout.tsx
│ │ │ │ │ ├── FullPageLayout.tsx
│ │ │ │ │ ├── MenuPopover.tsx
│ │ │ │ │ ├── MobileLayout.tsx
│ │ │ │ │ ├── NotFound.tsx
│ │ │ │ │ ├── SidebarNav.tsx
│ │ │ │ │ ├── WithOnboardingLayout.tsx
│ │ │ │ │ ├── WithSidebarLayout.tsx
│ │ │ │ │ └── index.ts
│ │ │ │ ├── loan-details/
│ │ │ │ │ ├── LoanCard.tsx
│ │ │ │ │ ├── LoanDetail.tsx
│ │ │ │ │ └── index.ts
│ │ │ │ ├── net-worth-insights/
│ │ │ │ │ ├── NetWorthInsightBadge.tsx
│ │ │ │ │ ├── NetWorthInsightCard.tsx
│ │ │ │ │ ├── NetWorthInsightDetail.tsx
│ │ │ │ │ ├── NetWorthInsightStateAxis.tsx
│ │ │ │ │ ├── NetWorthPrimaryCardGroup.tsx
│ │ │ │ │ ├── breakdown-slider/
│ │ │ │ │ │ ├── NetWorthBreakdownSlider.tsx
│ │ │ │ │ │ └── index.ts
│ │ │ │ │ ├── breakdown-table/
│ │ │ │ │ │ ├── BreakdownTableIcon.tsx
│ │ │ │ │ │ ├── NetWorthBreakdownTable.tsx
│ │ │ │ │ │ └── index.ts
│ │ │ │ │ ├── income-debt/
│ │ │ │ │ │ ├── IncomeDebtBlock.tsx
│ │ │ │ │ │ ├── IncomeDebtDialog.tsx
│ │ │ │ │ │ └── index.ts
│ │ │ │ │ ├── index.ts
│ │ │ │ │ └── safety-net/
│ │ │ │ │ ├── SafetyNetDialog.tsx
│ │ │ │ │ ├── SafetyNetOpportunityCost.tsx
│ │ │ │ │ ├── SliderBlock.tsx
│ │ │ │ │ └── index.ts
│ │ │ │ ├── onboarding/
│ │ │ │ │ ├── ExampleApp.tsx
│ │ │ │ │ ├── OnboardingBackground.tsx
│ │ │ │ │ ├── OnboardingGuard.tsx
│ │ │ │ │ ├── OnboardingNavbar.tsx
│ │ │ │ │ ├── index.ts
│ │ │ │ │ ├── sidebar/
│ │ │ │ │ │ ├── SidebarOnboarding.tsx
│ │ │ │ │ │ └── index.ts
│ │ │ │ │ └── steps/
│ │ │ │ │ ├── Intro.tsx
│ │ │ │ │ ├── Profile.tsx
│ │ │ │ │ ├── StepProps.ts
│ │ │ │ │ ├── Welcome.tsx
│ │ │ │ │ ├── YourMaybe.tsx
│ │ │ │ │ ├── index.ts
│ │ │ │ │ └── setup/
│ │ │ │ │ ├── AddFirstAccount.tsx
│ │ │ │ │ ├── EmailVerification.tsx
│ │ │ │ │ ├── OtherAccounts.tsx
│ │ │ │ │ └── index.ts
│ │ │ │ ├── plans/
│ │ │ │ │ ├── AddPlanScenario.tsx
│ │ │ │ │ ├── NewPlanForm.tsx
│ │ │ │ │ ├── PlanContext.ts
│ │ │ │ │ ├── PlanEventCard.tsx
│ │ │ │ │ ├── PlanEventForm.tsx
│ │ │ │ │ ├── PlanEventList.tsx
│ │ │ │ │ ├── PlanEventPopout.tsx
│ │ │ │ │ ├── PlanExplainer.tsx
│ │ │ │ │ ├── PlanMenu.tsx
│ │ │ │ │ ├── PlanMilestones.tsx
│ │ │ │ │ ├── PlanParameterCard.tsx
│ │ │ │ │ ├── PlanRangeInput.tsx
│ │ │ │ │ ├── PlanRangeSelector.tsx
│ │ │ │ │ ├── RetirementMilestoneForm.tsx
│ │ │ │ │ ├── RetirementPlanChart.tsx
│ │ │ │ │ ├── icon-utils.ts
│ │ │ │ │ └── index.ts
│ │ │ │ ├── transactions-list/
│ │ │ │ │ ├── ExcludeTransactionDialog.tsx
│ │ │ │ │ ├── TransactionList.tsx
│ │ │ │ │ ├── TransactionListItem.tsx
│ │ │ │ │ └── index.ts
│ │ │ │ ├── user-billing/
│ │ │ │ │ ├── BillingPreferences.tsx
│ │ │ │ │ ├── PlanSelector.tsx
│ │ │ │ │ ├── PremiumIcon.tsx
│ │ │ │ │ ├── SubscriberGuard.tsx
│ │ │ │ │ ├── UpgradePrompt.tsx
│ │ │ │ │ ├── UpgradeTakeover.tsx
│ │ │ │ │ ├── graphics/
│ │ │ │ │ │ ├── FeaturesGlow.tsx
│ │ │ │ │ │ ├── SideGrid.tsx
│ │ │ │ │ │ └── index.ts
│ │ │ │ │ └── index.ts
│ │ │ │ ├── user-details/
│ │ │ │ │ ├── DeleteUserButton.tsx
│ │ │ │ │ ├── DeleteUserModal.tsx
│ │ │ │ │ ├── UserDetails.tsx
│ │ │ │ │ ├── UserDevTools.tsx
│ │ │ │ │ └── index.ts
│ │ │ │ ├── user-security/
│ │ │ │ │ ├── PasswordReset.tsx
│ │ │ │ │ ├── SecurityPreferences.tsx
│ │ │ │ │ └── index.ts
│ │ │ │ └── valuations-list/
│ │ │ │ ├── PerformanceMetric.tsx
│ │ │ │ ├── ValuationList.tsx
│ │ │ │ ├── ValuationsDateCell.tsx
│ │ │ │ ├── ValuationsTable.tsx
│ │ │ │ ├── ValuationsTableForm.tsx
│ │ │ │ ├── index.ts
│ │ │ │ └── types.ts
│ │ │ ├── tsconfig.json
│ │ │ ├── tsconfig.lib.json
│ │ │ └── tsconfig.spec.json
│ │ └── shared/
│ │ ├── .babelrc
│ │ ├── .eslintrc.json
│ │ ├── README.md
│ │ ├── jest.config.ts
│ │ ├── src/
│ │ │ ├── api/
│ │ │ │ ├── index.ts
│ │ │ │ ├── useAccountApi.ts
│ │ │ │ ├── useAccountConnectionApi.ts
│ │ │ │ ├── useAuthUserApi.ts
│ │ │ │ ├── useHoldingApi.ts
│ │ │ │ ├── useInstitutionApi.ts
│ │ │ │ ├── usePlanApi.ts
│ │ │ │ ├── useSecurityApi.ts
│ │ │ │ ├── useTellerApi.ts
│ │ │ │ ├── useTransactionApi.ts
│ │ │ │ ├── useUserApi.ts
│ │ │ │ └── useValuationApi.ts
│ │ │ ├── components/
│ │ │ │ ├── cards/
│ │ │ │ │ ├── MaybeCard.tsx
│ │ │ │ │ ├── MaybeCardShareModal.tsx
│ │ │ │ │ └── index.ts
│ │ │ │ ├── charts/
│ │ │ │ │ ├── index.ts
│ │ │ │ │ └── time-series/
│ │ │ │ │ ├── AxisBottom.tsx
│ │ │ │ │ ├── AxisLeft.tsx
│ │ │ │ │ ├── BaseChart.tsx
│ │ │ │ │ ├── Chart.tsx
│ │ │ │ │ ├── DefaultTooltip.tsx
│ │ │ │ │ ├── FloatingIcon.tsx
│ │ │ │ │ ├── Line.tsx
│ │ │ │ │ ├── LineRange.tsx
│ │ │ │ │ ├── LoadingChart.tsx
│ │ │ │ │ ├── MultiColorGradient.tsx
│ │ │ │ │ ├── PlusCircleGlyph.tsx
│ │ │ │ │ ├── ZeroPointGradient.tsx
│ │ │ │ │ ├── colorScales.ts
│ │ │ │ │ ├── index.ts
│ │ │ │ │ ├── types.ts
│ │ │ │ │ ├── useSeries.ts
│ │ │ │ │ └── useTooltip.ts
│ │ │ │ ├── dialogs/
│ │ │ │ │ ├── NonUSDDialog.tsx
│ │ │ │ │ └── index.ts
│ │ │ │ ├── explainers/
│ │ │ │ │ ├── ExplainerExternalLink.tsx
│ │ │ │ │ ├── ExplainerInfoBlock.tsx
│ │ │ │ │ ├── ExplainerPerformanceBlock.tsx
│ │ │ │ │ ├── ExplainerSection.tsx
│ │ │ │ │ └── index.ts
│ │ │ │ ├── generic/
│ │ │ │ │ ├── BoxIcon.tsx
│ │ │ │ │ ├── Confetti.tsx
│ │ │ │ │ ├── InfiniteScroll.tsx
│ │ │ │ │ ├── InsightGroup.tsx
│ │ │ │ │ ├── InsightPopout.tsx
│ │ │ │ │ ├── ProfileCircle.tsx
│ │ │ │ │ ├── RelativeTime.tsx
│ │ │ │ │ ├── TakeoverBackground.tsx
│ │ │ │ │ ├── Toaster.tsx
│ │ │ │ │ ├── TrendBadge.tsx
│ │ │ │ │ ├── index.ts
│ │ │ │ │ └── small-decimals/
│ │ │ │ │ ├── SmallDecimals.test.tsx
│ │ │ │ │ ├── SmallDecimals.tsx
│ │ │ │ │ └── index.ts
│ │ │ │ ├── index.ts
│ │ │ │ ├── loaders/
│ │ │ │ │ ├── MainContentLoader.tsx
│ │ │ │ │ └── index.ts
│ │ │ │ ├── overlays/
│ │ │ │ │ ├── BlurredContentOverlay.tsx
│ │ │ │ │ ├── ErrorFallbackOverlay.tsx
│ │ │ │ │ ├── MainContentOverlay.tsx
│ │ │ │ │ ├── Overlay.tsx
│ │ │ │ │ └── index.ts
│ │ │ │ └── tables/
│ │ │ │ ├── data-table/
│ │ │ │ │ ├── DataTable.tsx
│ │ │ │ │ ├── DefaultCell.tsx
│ │ │ │ │ ├── EditableBooleanCell.tsx
│ │ │ │ │ ├── EditableCell.tsx
│ │ │ │ │ ├── EditableDateCell.tsx
│ │ │ │ │ ├── EditableDropdownCell.tsx
│ │ │ │ │ ├── EditableStringCell.tsx
│ │ │ │ │ ├── index.ts
│ │ │ │ │ └── types.ts
│ │ │ │ └── index.ts
│ │ │ ├── hooks/
│ │ │ │ ├── index.ts
│ │ │ │ ├── useAccountNotifications.ts
│ │ │ │ ├── useAxiosWithAuth.ts
│ │ │ │ ├── useDebounce.ts
│ │ │ │ ├── useFrame.ts
│ │ │ │ ├── useInterval.ts
│ │ │ │ ├── useLastUpdated.ts
│ │ │ │ ├── useLocalStorage.ts
│ │ │ │ ├── useLogger.ts
│ │ │ │ ├── useModalManager.ts
│ │ │ │ ├── useProviderStatus.ts
│ │ │ │ ├── useQueryParam.ts
│ │ │ │ ├── useScreenSize.ts
│ │ │ │ └── useTeller.ts
│ │ │ ├── index.ts
│ │ │ ├── providers/
│ │ │ │ ├── AccountContextProvider.tsx
│ │ │ │ ├── AxiosProvider.tsx
│ │ │ │ ├── LayoutContextProvider.tsx
│ │ │ │ ├── LogProvider.tsx
│ │ │ │ ├── PopoutProvider.tsx
│ │ │ │ ├── QueryProvider.tsx
│ │ │ │ ├── UserAccountContextProvider.tsx
│ │ │ │ └── index.ts
│ │ │ ├── types/
│ │ │ │ ├── client-side-feature-flags.ts
│ │ │ │ ├── index.ts
│ │ │ │ └── react-types.ts
│ │ │ └── utils/
│ │ │ ├── account-utils.ts
│ │ │ ├── browser-utils.ts
│ │ │ ├── form-utils.ts
│ │ │ ├── image-loaders.ts
│ │ │ └── index.ts
│ │ ├── tsconfig.json
│ │ ├── tsconfig.lib.json
│ │ └── tsconfig.spec.json
│ ├── design-system/
│ │ ├── .babelrc
│ │ ├── .eslintrc.json
│ │ ├── .storybook/
│ │ │ ├── main.js
│ │ │ ├── manager.js
│ │ │ ├── preview.js
│ │ │ ├── theme.js
│ │ │ └── tsconfig.json
│ │ ├── README.md
│ │ ├── assets/
│ │ │ └── styles.css
│ │ ├── docs/
│ │ │ ├── Getting Started/
│ │ │ │ ├── About.stories.mdx
│ │ │ │ ├── Colors.stories.mdx
│ │ │ │ └── Typography.stories.mdx
│ │ │ └── util/
│ │ │ ├── Swatch.tsx
│ │ │ └── SwatchGroup.tsx
│ │ ├── jest.config.ts
│ │ ├── jest.setup.js
│ │ ├── package.json
│ │ ├── postcss.config.js
│ │ ├── src/
│ │ │ ├── index.ts
│ │ │ └── lib/
│ │ │ ├── AccordionRow/
│ │ │ │ ├── AccordionRow.spec.tsx
│ │ │ │ ├── AccordionRow.stories.tsx
│ │ │ │ ├── AccordionRow.tsx
│ │ │ │ ├── __snapshots__/
│ │ │ │ │ └── AccordionRow.spec.tsx.snap
│ │ │ │ └── index.ts
│ │ │ ├── Alert/
│ │ │ │ ├── Alert.stories.tsx
│ │ │ │ ├── Alert.tsx
│ │ │ │ └── index.ts
│ │ │ ├── Badge/
│ │ │ │ ├── Badge.spec.tsx
│ │ │ │ ├── Badge.stories.tsx
│ │ │ │ ├── Badge.tsx
│ │ │ │ ├── __snapshots__/
│ │ │ │ │ └── Badge.spec.tsx.snap
│ │ │ │ └── index.ts
│ │ │ ├── Breadcrumb/
│ │ │ │ ├── Breadcrumb.spec.tsx
│ │ │ │ ├── Breadcrumb.stories.tsx
│ │ │ │ ├── Breadcrumb.tsx
│ │ │ │ ├── __snapshots__/
│ │ │ │ │ └── Breadcrumb.spec.tsx.snap
│ │ │ │ └── index.ts
│ │ │ ├── Button/
│ │ │ │ ├── Button.spec.tsx
│ │ │ │ ├── Button.stories.tsx
│ │ │ │ ├── Button.tsx
│ │ │ │ ├── __snapshots__/
│ │ │ │ │ └── Button.spec.tsx.snap
│ │ │ │ └── index.ts
│ │ │ ├── Checkbox/
│ │ │ │ ├── Checkbox.spec.tsx
│ │ │ │ ├── Checkbox.stories.tsx
│ │ │ │ ├── Checkbox.tsx
│ │ │ │ ├── __snapshots__/
│ │ │ │ │ └── Checkbox.spec.tsx.snap
│ │ │ │ └── index.ts
│ │ │ ├── DatePicker/
│ │ │ │ ├── DatePicker.spec.tsx
│ │ │ │ ├── DatePicker.stories.tsx
│ │ │ │ ├── DatePicker.tsx
│ │ │ │ ├── DatePickerCalendar.tsx
│ │ │ │ ├── DatePickerInput.tsx
│ │ │ │ ├── DatePickerMonth.tsx
│ │ │ │ ├── DatePickerQuickSelect.tsx
│ │ │ │ ├── DatePickerRange/
│ │ │ │ │ ├── DatePickerRange.spec.tsx
│ │ │ │ │ ├── DatePickerRange.stories.tsx
│ │ │ │ │ ├── DatePickerRange.tsx
│ │ │ │ │ ├── DatePickerRangeButton.tsx
│ │ │ │ │ ├── DatePickerRangeCalendar.tsx
│ │ │ │ │ ├── DatePickerRangeTabs.tsx
│ │ │ │ │ ├── __snapshots__/
│ │ │ │ │ │ └── DatePickerRange.spec.tsx.snap
│ │ │ │ │ └── index.ts
│ │ │ │ ├── DatePickerYear.tsx
│ │ │ │ ├── __snapshots__/
│ │ │ │ │ └── DatePicker.spec.tsx.snap
│ │ │ │ ├── index.ts
│ │ │ │ ├── selectableRanges.ts
│ │ │ │ ├── utils.spec.tsx
│ │ │ │ └── utils.tsx
│ │ │ ├── Dialog/
│ │ │ │ ├── Dialog.spec.tsx
│ │ │ │ ├── Dialog.stories.tsx
│ │ │ │ ├── Dialog.tsx
│ │ │ │ ├── DialogV2.tsx
│ │ │ │ ├── __snapshots__/
│ │ │ │ │ └── Dialog.spec.tsx.snap
│ │ │ │ └── index.ts
│ │ │ ├── FormGroup/
│ │ │ │ ├── FormGroup.spec.tsx
│ │ │ │ ├── FormGroup.tsx
│ │ │ │ ├── __snapshots__/
│ │ │ │ │ └── FormGroup.spec.tsx.snap
│ │ │ │ └── index.ts
│ │ │ ├── FractionalCircle/
│ │ │ │ ├── FractionalCircle.stories.tsx
│ │ │ │ ├── FractionalCircle.tsx
│ │ │ │ └── index.ts
│ │ │ ├── IndexTabs/
│ │ │ │ ├── IndexTabs.spec.tsx
│ │ │ │ ├── IndexTabs.stories.tsx
│ │ │ │ ├── IndexTabs.tsx
│ │ │ │ ├── __snapshots__/
│ │ │ │ │ └── IndexTabs.spec.tsx.snap
│ │ │ │ └── index.ts
│ │ │ ├── Listbox/
│ │ │ │ ├── Listbox.spec.tsx
│ │ │ │ ├── Listbox.stories.tsx
│ │ │ │ ├── Listbox.tsx
│ │ │ │ ├── __snapshots__/
│ │ │ │ │ └── Listbox.spec.tsx.snap
│ │ │ │ └── index.ts
│ │ │ ├── LoadingPlaceholder/
│ │ │ │ ├── LoadingPlaceholder.spec.tsx
│ │ │ │ ├── LoadingPlaceholder.stories.tsx
│ │ │ │ ├── LoadingPlaceholder.tsx
│ │ │ │ ├── __snapshots__/
│ │ │ │ │ └── LoadingPlaceholder.spec.tsx.snap
│ │ │ │ └── index.ts
│ │ │ ├── LoadingSpinner/
│ │ │ │ ├── LoadingSpinner.spec.tsx
│ │ │ │ ├── LoadingSpinner.stories.tsx
│ │ │ │ ├── LoadingSpinner.tsx
│ │ │ │ ├── __snapshots__/
│ │ │ │ │ └── LoadingSpinner.spec.tsx.snap
│ │ │ │ └── index.ts
│ │ │ ├── Menu/
│ │ │ │ ├── Menu.spec.tsx
│ │ │ │ ├── Menu.stories.tsx
│ │ │ │ ├── Menu.tsx
│ │ │ │ ├── __snapshots__/
│ │ │ │ │ └── Menu.spec.tsx.snap
│ │ │ │ └── index.ts
│ │ │ ├── Popover/
│ │ │ │ ├── Popover.spec.tsx
│ │ │ │ ├── Popover.stories.tsx
│ │ │ │ ├── Popover.tsx
│ │ │ │ ├── __snapshots__/
│ │ │ │ │ └── Popover.spec.tsx.snap
│ │ │ │ └── index.ts
│ │ │ ├── RTEditor/
│ │ │ │ ├── RTEditor.tsx
│ │ │ │ └── index.ts
│ │ │ ├── RadioGroup/
│ │ │ │ ├── RadioGroup.stories.tsx
│ │ │ │ ├── RadioGroup.tsx
│ │ │ │ └── index.ts
│ │ │ ├── Slider/
│ │ │ │ ├── Slider.spec.tsx
│ │ │ │ ├── Slider.stories.tsx
│ │ │ │ ├── Slider.tsx
│ │ │ │ ├── __snapshots__/
│ │ │ │ │ └── Slider.spec.tsx.snap
│ │ │ │ └── index.ts
│ │ │ ├── Step/
│ │ │ │ ├── Step.spec.tsx
│ │ │ │ ├── Step.stories.tsx
│ │ │ │ ├── Step.tsx
│ │ │ │ ├── __snapshots__/
│ │ │ │ │ └── Step.spec.tsx.snap
│ │ │ │ └── index.ts
│ │ │ ├── Tab/
│ │ │ │ ├── Tab.spec.tsx
│ │ │ │ ├── Tab.stories.tsx
│ │ │ │ ├── Tab.tsx
│ │ │ │ ├── __snapshots__/
│ │ │ │ │ └── Tab.spec.tsx.snap
│ │ │ │ └── index.ts
│ │ │ ├── Takeover/
│ │ │ │ ├── Takeover.spec.tsx
│ │ │ │ ├── Takeover.stories.tsx
│ │ │ │ ├── Takeover.tsx
│ │ │ │ ├── __snapshots__/
│ │ │ │ │ └── Takeover.spec.tsx.snap
│ │ │ │ └── index.ts
│ │ │ ├── Toast/
│ │ │ │ ├── Toast.spec.tsx
│ │ │ │ ├── Toast.stories.tsx
│ │ │ │ ├── Toast.tsx
│ │ │ │ ├── __snapshots__/
│ │ │ │ │ └── Toast.spec.tsx.snap
│ │ │ │ └── index.ts
│ │ │ ├── Toggle/
│ │ │ │ ├── Toggle.spec.tsx
│ │ │ │ ├── Toggle.stories.tsx
│ │ │ │ ├── Toggle.tsx
│ │ │ │ ├── __snapshots__/
│ │ │ │ │ └── Toggle.spec.tsx.snap
│ │ │ │ └── index.ts
│ │ │ ├── Tooltip/
│ │ │ │ ├── Tooltip.spec.tsx
│ │ │ │ ├── Tooltip.stories.tsx
│ │ │ │ ├── Tooltip.tsx
│ │ │ │ ├── __snapshots__/
│ │ │ │ │ └── Tooltip.spec.tsx.snap
│ │ │ │ └── index.ts
│ │ │ ├── TrendLine/
│ │ │ │ ├── TrendLine.stories.tsx
│ │ │ │ ├── TrendLine.tsx
│ │ │ │ ├── Trendline.spec.tsx
│ │ │ │ ├── __snapshots__/
│ │ │ │ │ └── Trendline.spec.tsx.snap
│ │ │ │ └── index.ts
│ │ │ └── inputs/
│ │ │ ├── Input/
│ │ │ │ ├── Input.spec.tsx
│ │ │ │ ├── Input.stories.tsx
│ │ │ │ ├── Input.tsx
│ │ │ │ ├── __snapshots__/
│ │ │ │ │ └── Input.spec.tsx.snap
│ │ │ │ └── index.ts
│ │ │ ├── InputColorHint/
│ │ │ │ ├── InputColorHint.tsx
│ │ │ │ └── index.ts
│ │ │ ├── InputCurrency/
│ │ │ │ ├── InputCurrency.spec.tsx
│ │ │ │ ├── InputCurrency.stories.tsx
│ │ │ │ ├── InputCurrency.tsx
│ │ │ │ ├── __snapshots__/
│ │ │ │ │ └── InputCurrency.spec.tsx.snap
│ │ │ │ └── index.ts
│ │ │ ├── InputHint/
│ │ │ │ ├── InputHint.tsx
│ │ │ │ └── index.ts
│ │ │ ├── InputPassword/
│ │ │ │ ├── InputPassword.spec.tsx
│ │ │ │ ├── InputPassword.stories.tsx
│ │ │ │ ├── InputPassword.tsx
│ │ │ │ ├── __snapshots__/
│ │ │ │ │ └── InputPassword.spec.tsx.snap
│ │ │ │ └── index.ts
│ │ │ └── index.ts
│ │ ├── tailwind.config.js
│ │ ├── tsconfig.json
│ │ ├── tsconfig.lib.json
│ │ └── tsconfig.spec.json
│ ├── server/
│ │ ├── features/
│ │ │ ├── .babelrc
│ │ │ ├── .eslintrc.json
│ │ │ ├── README.md
│ │ │ ├── jest.config.ts
│ │ │ ├── src/
│ │ │ │ ├── account/
│ │ │ │ │ ├── account-query.service.ts
│ │ │ │ │ ├── account.processor.ts
│ │ │ │ │ ├── account.provider.ts
│ │ │ │ │ ├── account.schema.ts
│ │ │ │ │ ├── account.service.ts
│ │ │ │ │ ├── index.ts
│ │ │ │ │ └── insight.service.ts
│ │ │ │ ├── account-balance/
│ │ │ │ │ ├── balance-sync.strategy.ts
│ │ │ │ │ ├── index.ts
│ │ │ │ │ ├── investment-transaction-balance-sync.strategy.ts
│ │ │ │ │ ├── loan-balance-sync.strategy.ts
│ │ │ │ │ ├── transaction-balance-sync.strategy.ts
│ │ │ │ │ └── valuation-balance-sync.strategy.ts
│ │ │ │ ├── account-connection/
│ │ │ │ │ ├── account-connection.processor.ts
│ │ │ │ │ ├── account-connection.provider.ts
│ │ │ │ │ ├── account-connection.service.ts
│ │ │ │ │ └── index.ts
│ │ │ │ ├── auth-user/
│ │ │ │ │ ├── auth-user.service.ts
│ │ │ │ │ └── index.ts
│ │ │ │ ├── email/
│ │ │ │ │ ├── email.processor.ts
│ │ │ │ │ ├── email.schema.ts
│ │ │ │ │ ├── email.service.ts
│ │ │ │ │ ├── index.ts
│ │ │ │ │ └── providers/
│ │ │ │ │ ├── index.ts
│ │ │ │ │ ├── postmark.provider.ts
│ │ │ │ │ └── smtp.provider.ts
│ │ │ │ ├── holding/
│ │ │ │ │ ├── holding.schema.ts
│ │ │ │ │ ├── holding.service.ts
│ │ │ │ │ └── index.ts
│ │ │ │ ├── index.ts
│ │ │ │ ├── institution/
│ │ │ │ │ ├── index.ts
│ │ │ │ │ ├── institution.provider.ts
│ │ │ │ │ └── institution.service.ts
│ │ │ │ ├── investment-transaction/
│ │ │ │ │ ├── index.ts
│ │ │ │ │ └── investment-transaction.schema.ts
│ │ │ │ ├── plan/
│ │ │ │ │ ├── index.ts
│ │ │ │ │ ├── plan.schema.ts
│ │ │ │ │ ├── plan.service.ts
│ │ │ │ │ └── projection/
│ │ │ │ │ ├── index.ts
│ │ │ │ │ ├── monte-carlo.spec.ts
│ │ │ │ │ ├── monte-carlo.ts
│ │ │ │ │ ├── projection-calculator.spec.ts
│ │ │ │ │ ├── projection-calculator.ts
│ │ │ │ │ ├── projection-value.spec.ts
│ │ │ │ │ └── projection-value.ts
│ │ │ │ ├── providers/
│ │ │ │ │ ├── index.ts
│ │ │ │ │ ├── property/
│ │ │ │ │ │ ├── index.ts
│ │ │ │ │ │ └── property.service.ts
│ │ │ │ │ ├── teller/
│ │ │ │ │ │ ├── index.ts
│ │ │ │ │ │ ├── teller.etl.ts
│ │ │ │ │ │ ├── teller.service.ts
│ │ │ │ │ │ └── teller.webhook.ts
│ │ │ │ │ └── vehicle/
│ │ │ │ │ ├── index.ts
│ │ │ │ │ └── vehicle.service.ts
│ │ │ │ ├── security-pricing/
│ │ │ │ │ ├── index.ts
│ │ │ │ │ ├── security-pricing.processor.ts
│ │ │ │ │ └── security-pricing.service.ts
│ │ │ │ ├── stripe/
│ │ │ │ │ ├── index.ts
│ │ │ │ │ └── stripe.webhook.ts
│ │ │ │ ├── transaction/
│ │ │ │ │ ├── index.ts
│ │ │ │ │ ├── transaction.schema.ts
│ │ │ │ │ └── transaction.service.ts
│ │ │ │ ├── user/
│ │ │ │ │ ├── index.ts
│ │ │ │ │ ├── onboarding.schema.ts
│ │ │ │ │ ├── onboarding.service.ts
│ │ │ │ │ ├── user.processor.ts
│ │ │ │ │ └── user.service.ts
│ │ │ │ └── valuation/
│ │ │ │ ├── index.ts
│ │ │ │ └── valuation.service.ts
│ │ │ ├── tsconfig.json
│ │ │ ├── tsconfig.lib.json
│ │ │ └── tsconfig.spec.json
│ │ └── shared/
│ │ ├── .babelrc
│ │ ├── .eslintrc.json
│ │ ├── README.md
│ │ ├── jest.config.ts
│ │ ├── src/
│ │ │ ├── endpoint.ts
│ │ │ ├── etl.ts
│ │ │ ├── index.ts
│ │ │ ├── logger.ts
│ │ │ ├── services/
│ │ │ │ ├── cache.service.ts
│ │ │ │ ├── crypto.service.ts
│ │ │ │ ├── index.ts
│ │ │ │ ├── market-data.service.spec.ts
│ │ │ │ ├── market-data.service.ts
│ │ │ │ ├── pg.service.ts
│ │ │ │ ├── queue/
│ │ │ │ │ ├── bull-queue.ts
│ │ │ │ │ ├── in-memory-queue.ts
│ │ │ │ │ └── index.ts
│ │ │ │ └── queue.service.ts
│ │ │ ├── sql-template-tag.ts
│ │ │ └── utils/
│ │ │ ├── db-utils.ts
│ │ │ ├── error-utils.ts
│ │ │ ├── index.ts
│ │ │ ├── server-utils.ts
│ │ │ └── teller-utils.ts
│ │ ├── tsconfig.json
│ │ ├── tsconfig.lib.json
│ │ └── tsconfig.spec.json
│ ├── shared/
│ │ ├── .babelrc
│ │ ├── .eslintrc.json
│ │ ├── README.md
│ │ ├── jest.config.ts
│ │ ├── src/
│ │ │ ├── index.ts
│ │ │ ├── superjson.spec.ts
│ │ │ ├── superjson.ts
│ │ │ ├── types/
│ │ │ │ ├── account-types.ts
│ │ │ │ ├── api-types.ts
│ │ │ │ ├── email-types.ts
│ │ │ │ ├── general-types.ts
│ │ │ │ ├── holding-types.ts
│ │ │ │ ├── index.ts
│ │ │ │ ├── institution-types.ts
│ │ │ │ ├── investment-transaction-types.ts
│ │ │ │ ├── plan-types.ts
│ │ │ │ ├── security-types.ts
│ │ │ │ ├── transaction-types.ts
│ │ │ │ └── user-types.ts
│ │ │ └── utils/
│ │ │ ├── account-utils.ts
│ │ │ ├── date-utils.spec.ts
│ │ │ ├── date-utils.ts
│ │ │ ├── geo-utils.ts
│ │ │ ├── index.ts
│ │ │ ├── market-utils.ts
│ │ │ ├── number-utils.spec.ts
│ │ │ ├── number-utils.ts
│ │ │ ├── plan-utils.ts
│ │ │ ├── shared-utils.spec.ts
│ │ │ ├── shared-utils.ts
│ │ │ ├── stats-utils.spec.ts
│ │ │ ├── stats-utils.ts
│ │ │ ├── test-utils.ts
│ │ │ ├── transaction-utils.ts
│ │ │ └── user-utils.ts
│ │ ├── tsconfig.json
│ │ ├── tsconfig.lib.json
│ │ └── tsconfig.spec.json
│ └── teller-api/
│ ├── .eslintrc.json
│ ├── jest.config.ts
│ ├── src/
│ │ ├── index.ts
│ │ ├── teller-api.ts
│ │ └── types/
│ │ ├── account-balance.ts
│ │ ├── account-details.ts
│ │ ├── accounts.ts
│ │ ├── authentication.ts
│ │ ├── enrollment.ts
│ │ ├── error.ts
│ │ ├── identity.ts
│ │ ├── index.ts
│ │ ├── institutions.ts
│ │ ├── transactions.ts
│ │ └── webhooks.ts
│ ├── tsconfig.json
│ ├── tsconfig.lib.json
│ └── tsconfig.spec.json
├── nx.json
├── package.json
├── prisma/
│ ├── migrations/
│ │ ├── 20211005200319_init/
│ │ │ └── migration.sql
│ │ ├── 20211019194924_unique_constraint_on_account_balances/
│ │ │ └── migration.sql
│ │ ├── 20211019214200_default_values/
│ │ │ └── migration.sql
│ │ ├── 20211025200206_account_balance_schema_update/
│ │ │ └── migration.sql
│ │ ├── 20211026174357_default_text_type/
│ │ │ └── migration.sql
│ │ ├── 20211026175641_default_values/
│ │ │ └── migration.sql
│ │ ├── 20211102165759_account_status/
│ │ │ └── migration.sql
│ │ ├── 20211102183151_add_account_types_and_subtypes/
│ │ │ └── migration.sql
│ │ ├── 20211104155259_account_uniqueness/
│ │ │ └── migration.sql
│ │ ├── 20211105234550_posted_date_type/
│ │ │ └── migration.sql
│ │ ├── 20211109151750_account_type_seed/
│ │ │ └── migration.sql
│ │ ├── 20211110044559_manual_accounts_rename_fk/
│ │ │ └── migration.sql
│ │ ├── 20211116235652_investment_data/
│ │ │ └── migration.sql
│ │ ├── 20211117190140_add_manual_account_types/
│ │ │ └── migration.sql
│ │ ├── 20211117190719_updated_at_default/
│ │ │ └── migration.sql
│ │ ├── 20211117210112_valuation_date/
│ │ │ └── migration.sql
│ │ ├── 20211117233026_add_date_indices/
│ │ │ └── migration.sql
│ │ ├── 20211118160716_account_balance_update/
│ │ │ └── migration.sql
│ │ ├── 20211118191000_account_balance_timestamps/
│ │ │ └── migration.sql
│ │ ├── 20211118194940_account_functions/
│ │ │ └── migration.sql
│ │ ├── 20211118214727_txn_date_naming/
│ │ │ └── migration.sql
│ │ ├── 20211129155121_connection_status_codes/
│ │ │ └── migration.sql
│ │ ├── 20211130184227_new_accounts_available_flag/
│ │ │ └── migration.sql
│ │ ├── 20211201023540_account_single_table_inheritance/
│ │ │ └── migration.sql
│ │ ├── 20211203180216_security_pricing/
│ │ │ └── migration.sql
│ │ ├── 20211204053810_account_balance_hypertable/
│ │ │ └── migration.sql
│ │ ├── 20211207192726_add_valuation_generated_cols/
│ │ │ └── migration.sql
│ │ ├── 20211208162929_transaction_date/
│ │ │ └── migration.sql
│ │ ├── 20211209041710_remove_initial_txn/
│ │ │ └── migration.sql
│ │ ├── 20211209050532_update_fns/
│ │ │ └── migration.sql
│ │ ├── 20211211140103_add_institution_id_to_connection/
│ │ │ └── migration.sql
│ │ ├── 20211213211517_account_user_index/
│ │ │ └── migration.sql
│ │ ├── 20211214162659_security_pricing_source/
│ │ │ └── migration.sql
│ │ ├── 20211215195518_add_account_start_date/
│ │ │ └── migration.sql
│ │ ├── 20211230035441_account_sync_status/
│ │ │ └── migration.sql
│ │ ├── 20220106215040_add_mask_to_account/
│ │ │ └── migration.sql
│ │ ├── 20220107170334_hypertable_chunk_size_tuning/
│ │ │ └── migration.sql
│ │ ├── 20220112171128_update_fn/
│ │ │ └── migration.sql
│ │ ├── 20220121175453_account_liability_json/
│ │ │ └── migration.sql
│ │ ├── 20220124193549_add_plaid_valuation_valuation_type/
│ │ │ └── migration.sql
│ │ ├── 20220124211317_update_valuation_types_and_sources/
│ │ │ └── migration.sql
│ │ ├── 20220125211038_add_unique_constraint_to_valuations/
│ │ │ └── migration.sql
│ │ ├── 20220202184342_account_balances_gapfilled_fn/
│ │ │ └── migration.sql
│ │ ├── 20220203234737_update_fn/
│ │ │ └── migration.sql
│ │ ├── 20220214175713_narrow_transaction_category/
│ │ │ └── migration.sql
│ │ ├── 20220215201534_transaction_remove_subcategory_add_plaid_category/
│ │ │ └── migration.sql
│ │ ├── 20220215212216_add_transaction_indexes/
│ │ │ └── migration.sql
│ │ ├── 20220217040807_add_merchant_name_to_transactions/
│ │ │ └── migration.sql
│ │ ├── 20220228233043_change_money_type/
│ │ │ └── migration.sql
│ │ ├── 20220302181536_add_price_as_of_to_security_pricing/
│ │ │ └── migration.sql
│ │ ├── 20220307200633_remove_price_from_holding/
│ │ │ └── migration.sql
│ │ ├── 20220307211701_valuation_trigger/
│ │ │ └── migration.sql
│ │ ├── 20220311165323_add_shares_per_contract_to_security/
│ │ │ └── migration.sql
│ │ ├── 20220315172110_institution/
│ │ │ └── migration.sql
│ │ ├── 20220316200652_reset_plaid_derivative_prices/
│ │ │ └── migration.sql
│ │ ├── 20220317191949_reset_plaid_derivative_prices_again/
│ │ │ └── migration.sql
│ │ ├── 20220323203441_multi_provider_updates/
│ │ │ └── migration.sql
│ │ ├── 20220323212807_fix_function/
│ │ │ └── migration.sql
│ │ ├── 20220411193518_stop_generating_and_enumize_account_category/
│ │ │ └── migration.sql
│ │ ├── 20220426190758_add_url_and_logo_url_to_institution/
│ │ │ └── migration.sql
│ │ ├── 20220504231954_finicity_updates/
│ │ │ └── migration.sql
│ │ ├── 20220518005502_finicity_customer_id_uniqueness/
│ │ │ └── migration.sql
│ │ ├── 20220519192445_institution_refactor/
│ │ │ └── migration.sql
│ │ ├── 20220520161223_institution_search_algo/
│ │ │ └── migration.sql
│ │ ├── 20220606160203_add_finicity_username_to_user/
│ │ │ └── migration.sql
│ │ ├── 20220607162542_add_crisp_session_token_to_user/
│ │ │ └── migration.sql
│ │ ├── 20220608171009_add_success_rate_and_oauth_to_provider_institutions/
│ │ │ └── migration.sql
│ │ ├── 20220608190342_add_unique_constraint_to_institution/
│ │ │ └── migration.sql
│ │ ├── 20220608202739_add_success_rate_updated_to_provider_institution/
│ │ │ └── migration.sql
│ │ ├── 20220609195136_remove_success_rate_from_provider_institution/
│ │ │ └── migration.sql
│ │ ├── 20220622160129_add_finicity_error/
│ │ │ └── migration.sql
│ │ ├── 20220623171212_remove_holding_unique_constraint/
│ │ │ └── migration.sql
│ │ ├── 20220630005107_category_overrides/
│ │ │ └── migration.sql
│ │ ├── 20220701013813_merge_updates/
│ │ │ └── migration.sql
│ │ ├── 20220707195013_user_overrides/
│ │ │ └── migration.sql
│ │ ├── 20220708191740_txn_excluded_flag/
│ │ │ └── migration.sql
│ │ ├── 20220713134742_add_provider_field/
│ │ │ └── migration.sql
│ │ ├── 20220714180514_update_account_start_date_fn/
│ │ │ └── migration.sql
│ │ ├── 20220714180819_account_category_consolidation/
│ │ │ └── migration.sql
│ │ ├── 20220714181018_update_account_type_model/
│ │ │ └── migration.sql
│ │ ├── 20220715191415_add_liability_fields/
│ │ │ └── migration.sql
│ │ ├── 20220719200317_plaid_txn_category/
│ │ │ └── migration.sql
│ │ ├── 20220720191551_generated_loan_credit_fields/
│ │ │ └── migration.sql
│ │ ├── 20220725143246_map_credit_loan_data/
│ │ │ └── migration.sql
│ │ ├── 20220726003918_reset_loan_account_balances/
│ │ │ └── migration.sql
│ │ ├── 20220727145316_loan_credit_json_nullable/
│ │ │ └── migration.sql
│ │ ├── 20220727202956_loan_account_start_date/
│ │ │ └── migration.sql
│ │ ├── 20220729012630_security_fields/
│ │ │ └── migration.sql
│ │ ├── 20220729202323_txn_updates/
│ │ │ └── migration.sql
│ │ ├── 20220804180126_holdings_view/
│ │ │ └── migration.sql
│ │ ├── 20220804191558_add_excluded_to_holding/
│ │ │ └── migration.sql
│ │ ├── 20220808171116_investment_txn_fees/
│ │ │ └── migration.sql
│ │ ├── 20220808174032_update_holdings_view/
│ │ │ └── migration.sql
│ │ ├── 20220810190306_transaction_category_update/
│ │ │ └── migration.sql
│ │ ├── 20220817180833_dietz/
│ │ │ └── migration.sql
│ │ ├── 20220819151658_add_investment_transaction_category/
│ │ │ └── migration.sql
│ │ ├── 20220915200544_add_plans/
│ │ │ └── migration.sql
│ │ ├── 20220919203059_make_dob_optional/
│ │ │ └── migration.sql
│ │ ├── 20220929161359_remove_crisp_session_token/
│ │ │ └── migration.sql
│ │ ├── 20221004193621_security_brokerage_cash_flag/
│ │ │ └── migration.sql
│ │ ├── 20221007143103_dietz_div0_fix/
│ │ │ └── migration.sql
│ │ ├── 20221017145454_plan_events_milestones/
│ │ │ └── migration.sql
│ │ ├── 20221021162836_remove_dob_from_plan/
│ │ │ └── migration.sql
│ │ ├── 20221024203133_plan_event_milestone_category/
│ │ │ └── migration.sql
│ │ ├── 20221027180912_cascade_plan_milestone_deletion/
│ │ │ └── migration.sql
│ │ ├── 20221109192536_add_stripe_fields/
│ │ │ └── migration.sql
│ │ ├── 20221111192223_ata/
│ │ │ └── migration.sql
│ │ ├── 20221115201138_advisor_approval_status/
│ │ │ └── migration.sql
│ │ ├── 20221117150434_update_advisor_profile/
│ │ │ └── migration.sql
│ │ ├── 20221117213140_add_stripe_trial_reminder_sent/
│ │ │ └── migration.sql
│ │ ├── 20221121214349_add_user_goals/
│ │ │ └── migration.sql
│ │ ├── 20221129201601_conversation_advisor_unique_key/
│ │ │ └── migration.sql
│ │ ├── 20221202213727_notification_preferences/
│ │ │ └── migration.sql
│ │ ├── 20221206153642_conversation_user_required/
│ │ │ └── migration.sql
│ │ ├── 20221207235557_expiry_email_sent/
│ │ │ └── migration.sql
│ │ ├── 20221209041210_user_advisor_notes/
│ │ │ └── migration.sql
│ │ ├── 20221212164355_update_risk_data_type/
│ │ │ └── migration.sql
│ │ ├── 20221214145140_add_audit_table_and_trigger/
│ │ │ └── migration.sql
│ │ ├── 20221222200240_add_onboarding_profile_fields/
│ │ │ └── migration.sql
│ │ ├── 20230105203751_add_maybe_and_title/
│ │ │ └── migration.sql
│ │ ├── 20230105210810_add_member_number/
│ │ │ └── migration.sql
│ │ ├── 20230105221446_user_audit/
│ │ │ └── migration.sql
│ │ ├── 20230106172727_add_user_residence/
│ │ │ └── migration.sql
│ │ ├── 20230106221847_user_profile/
│ │ │ └── migration.sql
│ │ ├── 20230110173017_add_user_member_id/
│ │ │ └── migration.sql
│ │ ├── 20230112163100_add_agreements_table/
│ │ │ └── migration.sql
│ │ ├── 20230113230312_user_email_required/
│ │ │ └── migration.sql
│ │ ├── 20230117131125_update_ama_onboarding/
│ │ │ └── migration.sql
│ │ ├── 20230117150048_user_name/
│ │ │ └── migration.sql
│ │ ├── 20230117192734_update_agreement_types/
│ │ │ └── migration.sql
│ │ ├── 20230119114411_add_onboarding_steps/
│ │ │ └── migration.sql
│ │ ├── 20230123121401_separate_onboarding_flows/
│ │ │ └── migration.sql
│ │ ├── 20230123192138_user_country_state/
│ │ │ └── migration.sql
│ │ ├── 20230126230520_user_deletion/
│ │ │ └── migration.sql
│ │ ├── 20230127003359_store_link_tokens/
│ │ │ └── migration.sql
│ │ ├── 20230130161915_account_value_start_date/
│ │ │ └── migration.sql
│ │ ├── 20230207111117_user_account_linking/
│ │ │ └── migration.sql
│ │ ├── 20230207181233_add_conversation_relations/
│ │ │ └── migration.sql
│ │ ├── 20230207230108_account_balance_strategy/
│ │ │ └── migration.sql
│ │ ├── 20230210163006_add_user_trial_end/
│ │ │ └── migration.sql
│ │ ├── 20230211134603_advisor_crm/
│ │ │ └── migration.sql
│ │ ├── 20230220194746_remove_stripe_trials/
│ │ │ └── migration.sql
│ │ ├── 20230223020847_txn_view/
│ │ │ └── migration.sql
│ │ ├── 20240111031553_remove_advisor_and_related_data/
│ │ │ └── migration.sql
│ │ ├── 20240111213125_next_auth_models/
│ │ │ └── migration.sql
│ │ ├── 20240111213725_add_password_to_auth_user/
│ │ │ └── migration.sql
│ │ ├── 20240112000538_remove_agreement_code/
│ │ │ └── migration.sql
│ │ ├── 20240112001215_remove_convert_kit_usage/
│ │ │ └── migration.sql
│ │ ├── 20240112201750_remove_auth0id_from_user/
│ │ │ └── migration.sql
│ │ ├── 20240112204004_add_first_last_to_authuser/
│ │ │ └── migration.sql
│ │ ├── 20240115222631_add_fields_for_teller/
│ │ │ └── migration.sql
│ │ ├── 20240116023100_add_additional_teller_fields/
│ │ │ └── migration.sql
│ │ ├── 20240116185600_add_teller_provider/
│ │ │ └── migration.sql
│ │ ├── 20240116224800_add_enrollment_id_for_teller/
│ │ │ └── migration.sql
│ │ ├── 20240117191553_categories_for_teller/
│ │ │ └── migration.sql
│ │ ├── 20240118234302_remove_finicity_investment_transaction_categories/
│ │ │ └── migration.sql
│ │ ├── 20240118234302_remove_finicity_transaction_categories/
│ │ │ └── migration.sql
│ │ ├── 20240118234303_remove_finicity_usage/
│ │ │ └── migration.sql
│ │ ├── 20240120213022_remove_transaction_category_generation/
│ │ │ └── migration.sql
│ │ ├── 20240120215821_remove_investment_transaction_category_generation/
│ │ │ └── migration.sql
│ │ ├── 20240121003016_add_asset_class_to_security/
│ │ │ └── migration.sql
│ │ ├── 20240121011219_add_provider_name_to_security/
│ │ │ └── migration.sql
│ │ ├── 20240121013630_add_exchange_info_to_security/
│ │ │ └── migration.sql
│ │ ├── 20240121084645_create_unique_fields_for_security/
│ │ │ └── migration.sql
│ │ ├── 20240121204146_add_auth_user_role/
│ │ │ └── migration.sql
│ │ ├── 20240124090855_add_options_asset_class/
│ │ │ └── migration.sql
│ │ ├── 20240124102931_remove_plaid_usage/
│ │ │ └── migration.sql
│ │ └── migration_lock.toml
│ ├── schema.prisma
│ └── seed.ts
├── redis.Dockerfile
├── redis.conf
├── render.yaml
├── tools/
│ ├── generators/
│ │ ├── .gitkeep
│ │ ├── index.ts
│ │ └── tellerGenerator.ts
│ ├── pages/
│ │ └── projections.html
│ ├── scripts/
│ │ ├── gen-cloudfront-signing-keys.sh
│ │ ├── gen-secret.sh
│ │ ├── getAffectedApps.sh
│ │ ├── runStagingE2ETests.sh
│ │ ├── vercelBuildIgnore.js
│ │ └── wait-for-it.sh
│ ├── test-data/
│ │ ├── index.ts
│ │ └── polygon/
│ │ ├── exchanges.ts
│ │ ├── index.ts
│ │ ├── snapshots.ts
│ │ └── tickers.ts
│ └── tsconfig.tools.json
├── tsconfig.base.json
├── vercel.json
└── workspace.json
================================================
FILE CONTENTS
================================================
================================================
FILE: .dockerignore
================================================
# Ignores everything except dist/ prisma/ apps/
*
!dist/
!prisma/
!package.json
!apps/client/env.sh
================================================
FILE: .editorconfig
================================================
# Editor configuration, see http://editorconfig.org
root = true
[*]
charset = utf-8
indent_style = space
indent_size = 2
insert_final_newline = true
trim_trailing_whitespace = true
[*.md]
max_line_length = off
trim_trailing_whitespace = false
================================================
FILE: .eslintrc.json
================================================
{
"root": true,
"ignorePatterns": ["**/*", "**/*.png"],
"plugins": ["@nrwl/nx", "eslint-plugin-json"],
"overrides": [
{
"files": ["*.ts", "*.tsx", "*.js", "*.jsx"],
"rules": {
"@nrwl/nx/enforce-module-boundaries": [
"error",
{
"enforceBuildableLibDependency": true,
"allow": [],
"depConstraints": [
{
"sourceTag": "scope:shared",
"onlyDependOnLibsWithTags": ["scope:shared"]
},
{
"sourceTag": "scope:app",
"onlyDependOnLibsWithTags": ["*"]
},
{
"sourceTag": "scope:client-shared",
"onlyDependOnLibsWithTags": ["scope:client-shared", "scope:shared"]
},
{
"sourceTag": "scope:server-shared",
"onlyDependOnLibsWithTags": ["scope:server-shared", "scope:shared"]
},
{
"sourceTag": "scope:server",
"onlyDependOnLibsWithTags": [
"scope:server",
"scope:server-shared",
"scope:shared"
]
},
{
"sourceTag": "scope:client",
"onlyDependOnLibsWithTags": [
"scope:client",
"scope:client-shared",
"scope:shared"
]
}
]
}
]
}
},
{
"files": ["*.ts", "*.tsx"],
"extends": ["plugin:@nrwl/nx/typescript"],
"rules": {
"@typescript-eslint/no-unused-vars": ["warn", { "argsIgnorePattern": "^_" }],
"@typescript-eslint/no-non-null-assertion": "off",
"@typescript-eslint/no-explicit-any": "off",
"@typescript-eslint/ban-types": "off",
"@typescript-eslint/ban-ts-comment": "off",
"@typescript-eslint/consistent-type-assertions": "error",
"@typescript-eslint/consistent-type-imports": [
"error",
{ "fixStyle": "inline-type-imports" }
]
}
},
{
"files": ["*.js", "*.jsx"],
"extends": ["plugin:@nrwl/nx/javascript"],
"rules": {}
},
{
"files": ["*.tsx", "*.jsx"],
"rules": {
"jsx-a11y/anchor-is-valid": [
"error",
{
"components": ["Link"],
"specialLink": ["hrefLeft", "hrefRight"],
"aspects": ["invalidHref", "preferButton"]
}
]
}
}
]
}
================================================
FILE: .github/ISSUE_TEMPLATE/bug_report.md
================================================
---
name: Bug report
about: Create a report to help us improve
title: ''
labels: bug
assignees: ''
---
**Describe the bug**
A clear and concise description of what the bug is.
**To Reproduce**
Steps to reproduce the behavior:
1. Go to '...'
2. Click on '....'
3. Scroll down to '....'
4. See error
**Expected behavior**
A clear and concise description of what you expected to happen.
**Screenshots**
If applicable, add screenshots to help explain your problem.
**Desktop (please complete the following information):**
- OS: [e.g. iOS]
- Browser [e.g. chrome, safari]
- Version [e.g. 22]
**Smartphone (please complete the following information):**
- Device: [e.g. iPhone6]
- OS: [e.g. iOS8.1]
- Browser [e.g. stock browser, safari]
- Version [e.g. 22]
**Additional context**
Add any other context about the problem here.
================================================
FILE: .github/ISSUE_TEMPLATE/feature-request-or-improvement.md
================================================
---
name: Feature request or improvement
about: Suggest a new feature or improvement
title: ''
labels: ''
assignees: ''
---
**Is your request related to a problem? Please describe.**
A clear and concise description of what the problem is. Ex. I'm always frustrated when [...]
**Describe the solution you'd like**
A clear and concise description of what you want to happen.
**Describe alternatives you've considered**
A clear and concise description of any alternative solutions or features you've considered.
**Additional context**
Add any other context or screenshots about the feature request here.
================================================
FILE: .github/workflows/docker-publish.yml
================================================
name: Docker
on:
push:
branches: [ "main" ]
tags: [ 'v*.*.*' ]
pull_request:
branches: [ "main" ]
env:
REGISTRY: ghcr.io
IMAGE_NAME: ${{ github.repository }}
NODE_ENV: production
jobs:
build:
runs-on: ubuntu-latest
permissions:
contents: read
packages: write
id-token: write
strategy:
fail-fast: false
matrix:
image: ["ghcr.io/${{ github.repository }}", "ghcr.io/${{ github.repository }}-worker", "ghcr.io/${{ github.repository }}-client"]
include:
- image: "ghcr.io/${{ github.repository }}"
dockerfile: "./apps/server/Dockerfile"
nx: "server:build"
- image: "ghcr.io/${{ github.repository }}-worker"
dockerfile: "./apps/workers/Dockerfile"
nx: "workers:build"
- image: "ghcr.io/${{ github.repository }}-client"
dockerfile: "./apps/client/Dockerfile"
nx: "client:build"
steps:
- name: Checkout repository
uses: actions/checkout@v3
- name: Install cosign
if: github.event_name != 'pull_request'
uses: sigstore/cosign-installer@6e04d228eb30da1757ee4e1dd75a0ec73a653e06 #v3.1.1
with:
cosign-release: 'v2.1.1'
- name: Set up Docker Buildx
uses: docker/setup-buildx-action@f95db51fddba0c2d1ec667646a06c2ce06100226 # v3.0.0
- name: Log into registry ${{ env.REGISTRY }}
if: github.event_name != 'pull_request'
uses: docker/login-action@343f7c4344506bcbf9b4de18042ae17996df046d # v3.0.0
with:
registry: ${{ env.REGISTRY }}
username: ${{ github.actor }}
password: ${{ secrets.GITHUB_TOKEN }}
- name: Extract Docker metadata
id: meta
uses: docker/metadata-action@96383f45573cb7f253c731d3b3ab81c87ef81934 # v5.0.0
with:
images: ${{ matrix.image }}
- name: Setup node
uses: actions/setup-node@v4
with:
node-version: '16'
- uses: pnpm/action-setup@v2
name: Install pnpm
with:
version: 8
run_install: false
- name: Get pnpm store directory
shell: bash
run: |
echo "STORE_PATH=$(pnpm store path --silent)" >> $GITHUB_ENV
- uses: actions/cache@v3
name: Setup pnpm cache
with:
path: ${{ env.STORE_PATH }}
key: ${{ runner.os }}-pnpm-store-${{ hashFiles('**/pnpm-lock.yaml') }}
restore-keys: |
${{ runner.os }}-pnpm-store-
- name: Install dependencies
run: pnpm install --frozen-lockfile --production=false
- name: Run nx target
run: npx nx run ${{ matrix.nx }}
- name: Build and push Docker image
id: build-and-push
uses: docker/build-push-action@0565240e2d4ab88bba5387d719585280857ece09 # v5.0.0
with:
context: .
file: ${{ matrix.dockerfile }}
push: ${{ github.event_name != 'pull_request' }}
tags: ${{ steps.meta.outputs.tags }}
labels: ${{ steps.meta.outputs.labels }}
cache-from: type=gha
cache-to: type=gha,mode=max
- name: Sign the published Docker image
if: ${{ github.event_name != 'pull_request' }}
env:
TAGS: ${{ steps.meta.outputs.tags }}
DIGEST: ${{ steps.build-and-push.outputs.digest }}
run: echo "${TAGS}" | xargs -I {} cosign sign --yes {}@${DIGEST}
================================================
FILE: .gitignore
================================================
# See http://help.github.com/ignore-files/ for more about ignoring files.
# compiled output
**/dist
**/tmp
**/out-tsc
# dependencies
**/node_modules
# IDEs and editors
/.idea
.project
.classpath
.c9/
*.launch
.settings/
*.sublime-workspace
# IDE - VSCode
.vscode/*
!.vscode/settings.json
!.vscode/tasks.json
!.vscode/launch.json
!.vscode/extensions.json
# misc
/.sass-cache
/connect.lock
/coverage
/libpeerconnection.log
npm-debug.log
yarn-error.log
testem.log
/typings
exceptions.log
error.log
combined.log
/tools/output
# System Files
.DS_Store
Thumbs.db
# ENV
**/.env
**/.env.local
# Next.js
.next
# nx
migrations.json
# Shouldn't happen, but backup since we have a script that generates these locally
*.pem
certs/
================================================
FILE: .husky/pre-commit
================================================
#!/bin/sh
. "$(dirname "$0")/_/husky.sh"
pnpm lint-staged
================================================
FILE: .prettierignore
================================================
# Add files here to ignore them from prettier formatting
/dist
/coverage
================================================
FILE: .prettierrc
================================================
{
"trailingComma": "es5",
"printWidth": 100,
"tabWidth": 4,
"semi": false,
"singleQuote": true
}
================================================
FILE: .storybook/main.js
================================================
module.exports = {
stories: [],
addons: ['@storybook/addon-essentials'],
// uncomment the property below if you want to apply some webpack config globally
// webpackFinal: async (config, { configType }) => {
// // Make whatever fine-grained changes you need that should apply to all storybook configs
// // Return the altered config
// return config;
// },
}
================================================
FILE: .storybook/tsconfig.json
================================================
{
"extends": "../tsconfig.base.json",
"exclude": ["../**/*.spec.js", "../**/*.spec.ts", "../**/*.spec.tsx", "../**/*.spec.jsx"],
"include": ["../**/*"]
}
================================================
FILE: .vscode/extensions.json
================================================
{
"recommendations": [
"nrwl.angular-console",
"esbenp.prettier-vscode",
"firsttris.vscode-jest-runner",
"dbaeumer.vscode-eslint",
"prisma.prisma"
]
}
================================================
FILE: .vscode/launch.json
================================================
{
"version": "0.2.0",
"configurations": [
{
"type": "pwa-node",
"request": "launch",
"name": "Jest run current file",
"program": "${workspaceFolder}/node_modules/.bin/nx",
"cwd": "${workspaceFolder}",
"args": [
"test",
"--testPathPattern=${fileBasenameNoExtension}",
"--runInBand",
"--skip-nx-cache"
],
"skipFiles": ["<node_internals>/**", "${workspaceFolder/node_modules/**/*}"],
"console": "integratedTerminal",
"internalConsoleOptions": "neverOpen",
"env": {
"IS_VSCODE_DEBUG": "true",
"NX_DATABASE_URL": "postgresql://maybe:maybe@localhost:5432/maybe_local"
}
},
{
"name": "server debug",
"type": "node",
"request": "attach",
"restart": false,
"port": 9228,
"address": "localhost",
"localRoot": "${workspaceFolder}",
"skipFiles": ["<node_internals>/**"],
"remoteRoot": "/app"
},
{
"name": "workers debug",
"type": "node",
"request": "attach",
"restart": false,
"port": 9227,
"address": "localhost",
"localRoot": "${workspaceFolder}",
"skipFiles": ["<node_internals>/**"],
"remoteRoot": "/app"
}
]
}
================================================
FILE: .vscode/settings.json
================================================
{
"css.customData": [".vscode/css_custom_data.json"],
"[typescript]": {
"editor.defaultFormatter": "esbenp.prettier-vscode"
},
"[typescriptreact]": {
"editor.defaultFormatter": "esbenp.prettier-vscode"
},
"[html]": {
"editor.defaultFormatter": "esbenp.prettier-vscode"
},
"typescript.enablePromptUseWorkspaceTsdk": true,
"typescript.tsdk": "node_modules/typescript/lib"
}
================================================
FILE: CONTRIBUTING.md
================================================
# Contributing to Maybe
It means so much that you're interested in contributing to Maybe! Seriously. Thank you. The entire community benefits from these contributions!
Before submitting a new issue or PR, check if it already exists in [issues](https://github.com/maybe-finance/maybe/issues) or [PRs](https://github.com/maybe-finance/maybe/pulls) so you have an idea of where things stand.
Then, once you're ready to begin work, submit a draft PR with your high-level plan (or the full solution).
Given the speed at which we're moving on the codebase, we don't assign issues or "give" issues to anyone.
When multiple PRs are submitted for the same issue, we take the one that most succinctly & efficiently solves a given problem and stays within the scope of work.
Priority is also generally given to previous committers as they've proven familiarity with the codebase and product.
================================================
FILE: LICENSE
================================================
GNU AFFERO GENERAL PUBLIC LICENSE
Version 3, 19 November 2007
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IS WITH YOU. SHOULD THE PROGRAM PROVE DEFECTIVE, YOU ASSUME THE COST OF
ALL NECESSARY SERVICING, REPAIR OR CORRECTION.
16. Limitation of Liability.
IN NO EVENT UNLESS REQUIRED BY APPLICABLE LAW OR AGREED TO IN WRITING
WILL ANY COPYRIGHT HOLDER, OR ANY OTHER PARTY WHO MODIFIES AND/OR CONVEYS
THE PROGRAM AS PERMITTED ABOVE, BE LIABLE TO YOU FOR DAMAGES, INCLUDING ANY
GENERAL, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES ARISING OUT OF THE
USE OR INABILITY TO USE THE PROGRAM (INCLUDING BUT NOT LIMITED TO LOSS OF
DATA OR DATA BEING RENDERED INACCURATE OR LOSSES SUSTAINED BY YOU OR THIRD
PARTIES OR A FAILURE OF THE PROGRAM TO OPERATE WITH ANY OTHER PROGRAMS),
EVEN IF SUCH HOLDER OR OTHER PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF
SUCH DAMAGES.
17. Interpretation of Sections 15 and 16.
If the disclaimer of warranty and limitation of liability provided
above cannot be given local legal effect according to their terms,
reviewing courts shall apply local law that most closely approximates
an absolute waiver of all civil liability in connection with the
Program, unless a warranty or assumption of liability accompanies a
copy of the Program in return for a fee.
END OF TERMS AND CONDITIONS
How to Apply These Terms to Your New Programs
If you develop a new program, and you want it to be of the greatest
possible use to the public, the best way to achieve this is to make it
free software which everyone can redistribute and change under these terms.
To do so, attach the following notices to the program. It is safest
to attach them to the start of each source file to most effectively
state the exclusion of warranty; and each file should have at least
the "copyright" line and a pointer to where the full notice is found.
<one line to give the program's name and a brief idea of what it does.>
Copyright (C) <year> <name of author>
This program is free software: you can redistribute it and/or modify
it under the terms of the GNU Affero General Public License as published
by the Free Software Foundation, either version 3 of the License, or
(at your option) any later version.
This program is distributed in the hope that it will be useful,
but WITHOUT ANY WARRANTY; without even the implied warranty of
MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
GNU Affero General Public License for more details.
You should have received a copy of the GNU Affero General Public License
along with this program. If not, see <https://www.gnu.org/licenses/>.
Also add information on how to contact you by electronic and paper mail.
If your software can interact with users remotely through a computer
network, you should also make sure that it provides a way for users to
get its source. For example, if your program is a web application, its
interface could display a "Source" link that leads users to an archive
of the code. There are many ways you could offer source, and different
solutions will be better for different programs; see section 13 for the
specific requirements.
You should also get your employer (if you work as a programmer) or school,
if any, to sign a "copyright disclaimer" for the program, if necessary.
For more information on this, and how to apply and follow the GNU AGPL, see
<https://www.gnu.org/licenses/>.
================================================
FILE: README.md
================================================
**🚨 NOTE: This codebase is no longer being maintained. The repo we're actively working on is located at [maybe-finance/maybe](https://github.com/maybe-finance/maybe).**
---
# Maybe: Open-source personal finance app
<b>Get involved: [Discord](https://link.maybe.co/discord) • [Website](https://maybe.co) • [Issues](https://github.com/maybe-finance/maybe/issues)</b>
## Backstory
We spent the better part of 2021/2022 building a personal finance + wealth management app called, Maybe. Very full-featured, including an "Ask an Advisor" feature which connected users with an actual CFP/CFA to help them with their finances (all included in your subscription).
The business end of things didn't work out, and so we shut things down mid-2023.
We spent the better part of $1,000,000 building the app (employees + contractors, data providers/services, infrastructure, etc.).
We're now reviving the product as a fully open-source project. The goal is to let you run the app yourself, for free, and use it to manage your own finances and eventually offer a hosted version of the app for a small monthly fee.
## End goal
Ultimately we want to rebuild this so that you can self-host, but we also have plans to offer a hosted version for a fee. That means some decisions will be made that don't explicitly make sense for self-hosted but _do_ support the goal of us offering a for-pay hosted version.
## Features
As a personal finance + wealth management app, Maybe has a lot of features. Here's a brief overview of some of the main ones...
- Net worth tracking
- Financial account syncing
- Investment benchmarking
- Investment portfolio allocation
- Debt insights
- Retirement forecasting + planning
- Investment return simulation
- Manual account/investment tracking
And dozens upon dozens of smaller features.
## Getting started
This is the current state of building the app. We're actively working to make this process much more streamlined!
_You'll need Docker installed to run the app locally._
[Docker Desktop](https://www.docker.com/products/docker-desktop/) is an easy way to get started.
First, copy the `.env.example` file to `.env`:
```
cp .env.example .env
```
Then, create a new secret using `openssl rand -base64 32` and populate `NEXTAUTH_SECRET` in your `.env` file with it.
To enable transactional emails, you'll need to create a [Postmark](https://postmarkapp.com/) account and add your API key to your `.env` file (`NX_EMAIL_PROVIDER_API_TOKEN`) and set `NX_EMAIL_PROVIDER` to `postmark`. You can also set the from and reply-to email addresses (`NX_EMAIL_FROM_ADDRESS` and `NX_EMAIL_REPLY_TO_ADDRESS`). If you want to run the app without email, you can set `NX_EMAIL_PROVIDER_API_TOKEN` to a dummy value or leave `NX_EMAIL_PROVIDER` blank. We also support SMTP for sending emails, see information about configuring environment variables in the `.env.example` file.
Maybe uses [Teller](https://teller.io/) for connecting financial accounts. To get started with Teller, you'll need to create an account. Once you've created an account:
- Add your Teller application id to your `.env` file (`NEXT_PUBLIC_TELLER_APP_ID`).
- Download your authentication certificates from Teller, create a `certs` folder in the root of the project, and place your certs in that directory. You should have both a `certificate.pem` and `private_key.pem`. **NEVER** check these files into source control, the `.gitignore` file will prevent the `certs/` directory from being added, but please double-check.
- Set your `NEXT_PUBLIC_TELLER_ENV` and `NX_TELLER_ENV` to your desired environment. The default is `sandbox` which allows for testing with mock data. The login credentials for the sandbox environment are `username` and `password`. To connect to real financial accounts, you'll need to use the `development` environment.
- Webhooks are not implemented yet, but you can populate the `NX_TELLER_SIGNING_SECRET` with the value from your Teller account.
- We highly recommend checking out the [Teller docs](https://teller.io/docs) for more info.
Then run the following pnpm commands:
```shell
pnpm install
pnpm run dev:services:all
pnpm prisma:migrate:dev
pnpm prisma:seed
pnpm dev
```
## Set Up Ngrok
External data providers require HTTPS/SSL webhook URLs for sending data.
To test this locally/during development, you will need to setup `ngrok`.
1. Visit [ngrok.com](https://ngrok.com/)
2. Create a free account
3. Visit [this page](https://dashboard.ngrok.com/get-started/your-authtoken) to access your auth token
4. Paste it into your `.env` file: `NGROK_AUTH_TOKEN=your_auth_token`
You should claim your free static domain to avoid needing to change the URL each time you start/stop the server.
To do so:
1. Visit the [domains](https://dashboard.ngrok.com/cloud-edge/domains) page
2. Click on Create Domain
3. Copy the domain and paste it into your `.env` file: `NGROK_DOMAIN=your_domain`
That's it! As long as you run the project locally using `docker` with `pnpm dev:services:all` you'll be good to go.
## External data
To pull market data in (for investments), you'll need a Polygon.io API key. You can get one for free [here](https://polygon.io/) and then add it to your `.env` file (`NX_POLYGON_API_KEY`). **Note:** If you're using the free "basic" plan, you'll need to manually sync stock tickers using the dev tools in the app the first time you run it. It will then be re-synced automatically every 24 hours. If you're using a paid tier, be sure to update your `.env` file with the correct tier (`NX_POLYGON_API_TIER`) and tickers and pricing will be synced automatically.
## Tech stack
- Next.js
- Tailwind
- Node.js
- Express
- Postgres (w/ Timescale)
## Credits
The original app was built by [Zach Gollwitzer](https://twitter.com/zg_dev), [Nick Arciero](https://www.narciero.com/) and [Tim Wilson](https://twitter.com/actualTimWilson), with design work by [Justin Farrugia](https://twitter.com/justinmfarrugia).
## Copyright & license
Maybe is distributed under an [AGPLv3 license](https://github.com/maybe-finance/maybe-archive/blob/main/LICENSE). "Maybe" is a trademark of Maybe Finance, Inc.
================================================
FILE: apps/.gitkeep
================================================
================================================
FILE: apps/client/.babelrc.json
================================================
{
"presets": ["next/babel"],
"plugins": []
}
================================================
FILE: apps/client/.eslintrc.json
================================================
{
"extends": [
"plugin:@nrwl/nx/react-typescript",
"../../.eslintrc.json",
"next",
"next/core-web-vitals"
],
"ignorePatterns": [
"!**/*",
"styles.css",
"**/*.csv",
"**/public/*",
"**/.next/*",
"**/*.sh",
"Dockerfile"
],
"overrides": [
{
"files": ["*.ts", "*.tsx", "*.js", "*.jsx"],
"rules": {
"@next/next/no-img-element": "off",
"@next/next/no-html-link-for-pages": "off"
}
},
{
"files": ["*.ts", "*.tsx"],
"rules": {}
},
{
"files": ["*.js", "*.jsx"],
"rules": {}
}
],
"env": {
"jest": true
},
"settings": {
"next": {
"rootDir": "apps/advisor"
}
}
}
================================================
FILE: apps/client/.storybook/main.js
================================================
const rootMain = require('../../../.storybook/main')
module.exports = {
...rootMain,
core: { ...rootMain.core, builder: 'webpack5' },
stories: ['../**/*.stories.@(js|jsx|ts|tsx)', '../stories/**/*.stories.@(js|jsx|ts|tsx)'],
addons: [...rootMain.addons, '@nrwl/react/plugins/storybook'],
webpackFinal: async (config, { configType }) => {
// apply any global webpack configs that might have been specified in .storybook/main.js
if (rootMain.webpackFinal) {
config = await rootMain.webpackFinal(config, { configType })
}
// add your own webpack tweaks if needed
return config
},
}
================================================
FILE: apps/client/.storybook/manager.js
================================================
import { addons } from '@storybook/addons'
import theme from './theme'
addons.setConfig({
theme,
})
================================================
FILE: apps/client/.storybook/preview.js
================================================
import '../styles.css'
import theme from './theme'
export const parameters = {
docs: {
theme,
},
}
================================================
FILE: apps/client/.storybook/theme.js
================================================
import { create } from '@storybook/theming'
import logo from '../assets/logo.svg'
export default create({
base: 'dark',
brandTitle: 'Maybe',
brandUrl: 'https://maybe.co',
brandImage: logo,
fontBase: '"General Sans", sans-serif',
colorPrimary: '#4361EE',
colorSecondary: '#F12980',
appBg: '#1C1C20',
appContentBg: '#16161A',
})
================================================
FILE: apps/client/.storybook/tsconfig.json
================================================
{
"extends": "../tsconfig.json",
"compilerOptions": {
"allowImportingTsExtensions": true
},
"include": ["**/*.ts", "**/*.tsx", "**/**/*.ts", "**/**/*.tsx"]
}
================================================
FILE: apps/client/Dockerfile
================================================
# ------------------------------------------
# BUILD STAGE
# ------------------------------------------
FROM node:18-alpine3.18 as builder
WORKDIR /app
COPY ./dist/apps/client ./prisma ./package.json ./
# Install dependencies
RUN npm install -g pnpm
# nrwl/nx#20079, generated lockfile is completely broken
RUN rm -f pnpm-lock.yaml
RUN pnpm install --no-frozen-lockfile --production=false
# ------------------------------------------
# PROD STAGE
# ------------------------------------------
FROM node:18-alpine3.18 as prod
COPY ./apps/client/env.sh /env.sh
RUN chmod +x /env.sh
# Used for container health checks and env handling
RUN apk add --no-cache curl gawk bash
WORKDIR /app
USER node
COPY --from=builder --chown=node:node /app .
ENTRYPOINT ["/env.sh"]
CMD ["npx", "next", "start"]
================================================
FILE: apps/client/components/APM.tsx
================================================
import { useEffect } from 'react'
import * as Sentry from '@sentry/react'
import { useSession } from 'next-auth/react'
export default function APM() {
const { data: session } = useSession()
// Identify Sentry user
useEffect(() => {
if (session && session.user) {
Sentry.setUser({
id: session.user['sub'] ?? undefined,
email: session.user['https://maybe.co'] ?? undefined,
})
}
}, [session])
return null
}
================================================
FILE: apps/client/components/Maintenance.stories.tsx
================================================
import type { Story, Meta } from '@storybook/react'
import Maintenance from './Maintenance'
import React from 'react'
export default {
title: 'components/Maintenance.tsx',
component: Maintenance,
} as Meta
const Template: Story = () => {
return (
<>
<Maintenance />
</>
)
}
export const Base = Template.bind({})
================================================
FILE: apps/client/components/Maintenance.tsx
================================================
export default function Maintenance() {
return (
<div className="h-screen flex flex-col items-center justify-center p-4">
<svg
width="117"
height="92"
viewBox="0 0 117 92"
fill="none"
xmlns="http://www.w3.org/2000/svg"
>
<rect x="17.719" width="30.5852" height="19.0308" rx="9.5154" fill="#4CC9F0" />
<rect x="68.6948" width="30.5852" height="19.0308" rx="9.5154" fill="#4CC9F0" />
<rect
x="44.2266"
y="24.4677"
width="28.5462"
height="19.0308"
rx="9.5154"
fill="#4361EE"
/>
<rect
x="44.2266"
y="48.9364"
width="28.5462"
height="19.0308"
rx="9.5154"
fill="#7209B7"
/>
<rect
x="10.2429"
y="48.9364"
width="28.5462"
height="19.0308"
rx="9.5154"
fill="#7209B7"
/>
<rect
x="78.2104"
y="48.9364"
width="28.5462"
height="19.0308"
rx="9.5154"
fill="#7209B7"
/>
<rect
x="44.9065"
y="73.4041"
width="27.119"
height="18.5959"
rx="9.29794"
fill="#F72585"
/>
<rect
x="0.727783"
y="24.4677"
width="38.0616"
height="19.0308"
rx="9.5154"
fill="#4361EE"
/>
<rect
x="78.2104"
y="24.4677"
width="38.0616"
height="19.0308"
rx="9.5154"
fill="#4361EE"
/>
</svg>
<h1 className="mb-2 mt-10 font-extrabold text-base md:text-2xl text-white">
We'll be back soon!
</h1>
<p className="mb-10 text-base text-center text-gray-50 max-w-md">
We are currently doing some site maintenance and will be back up shortly.
</p>
</div>
)
}
================================================
FILE: apps/client/components/Meta.tsx
================================================
import Head from 'next/head'
import React from 'react'
import env from '../env'
export default function Meta() {
return (
<Head>
{/* <!-- Primary Meta Tags --> */}
<title>Maybe</title>
<meta name="title" content="Maybe" />
<meta name="description" content="Maybe is modern financial & investment planning" />
{/* <!-- Open Graph / Facebook --> */}
<meta property="og:type" content="website" />
<meta property="og:url" content="https://www.maybe.co" />
<meta property="og:title" content="Maybe" />
<meta
property="og:description"
content="Maybe is modern financial & investment planning"
/>
{/* <!-- Twitter --> */}
<meta property="twitter:card" content="summary_large_image" />
<meta property="twitter:url" content="https://www.maybe.co" />
<meta property="twitter:title" content="Maybe" />
<meta
property="twitter:description"
content="Maybe is modern financial & investment planning"
/>
{/* <!-- Favicons - https://realfavicongenerator.net/favicon_checker#.YUNEifxKhhE --> */}
<link rel="manifest" href="/assets/site.webmanifest" />
{/* <!-- Safari --> */}
<link rel="apple-touch-icon" sizes="180x180" href="/assets/apple-touch-icon.png" />
<link rel="mask-icon" href="/assets/safari-pinned-tab.svg" color="#4361ee" />
{/* <!-- Chrome --> */}
<link rel="icon" type="image/png" sizes="32x32" href="/assets/favicon-32x32.png" />
<link rel="icon" type="image/png" sizes="16x16" href="/assets/favicon-16x16.png" />
<link
href="https://cdn.jsdelivr.net/npm/remixicon@2.5.0/fonts/remixicon.css"
rel="stylesheet"
/>
</Head>
)
}
================================================
FILE: apps/client/components/account-views/DefaultView.tsx
================================================
import type { ReactNode } from 'react'
import type { Account } from '@prisma/client'
import type { SharedType } from '@maybe-finance/shared'
import type { SelectableDateRange, SelectableRangeKeys } from '@maybe-finance/design-system'
import { AccountMenu, PageTitle } from '@maybe-finance/client/features'
import { TSeries } from '@maybe-finance/client/shared'
import { DatePickerRange, getRangeDescription } from '@maybe-finance/design-system'
import { NumberUtil } from '@maybe-finance/shared'
import { DateTime } from 'luxon'
import { useMemo } from 'react'
export type DefaultViewProps = {
account?: SharedType.AccountDetail
balances?: SharedType.AccountBalanceResponse
dateRange: SharedType.DateRange
onDateChange: (range: SharedType.DateRange) => void
getContent: (accountId: Account['id']) => ReactNode
isLoading: boolean
isError: boolean
selectableDateRanges?: Array<SelectableDateRange | SelectableRangeKeys>
}
export default function DefaultView({
account,
balances,
dateRange,
onDateChange,
getContent,
isLoading,
isError,
selectableDateRanges,
}: DefaultViewProps) {
const allTimeRange = useMemo(() => {
return {
label: 'All',
labelShort: 'All',
start: balances?.minDate ?? DateTime.now().minus({ years: 2 }).toISODate(),
end: DateTime.now().toISODate(),
}
}, [balances])
return (
<div className="space-y-5">
<div className="flex justify-between">
<PageTitle
isLoading={isLoading}
title={account?.name}
value={NumberUtil.format(balances?.today?.balance, 'currency')}
trend={balances?.trend}
trendLabel={getRangeDescription(dateRange, balances?.minDate)}
trendNegative={account?.classification === 'liability'}
/>
<AccountMenu account={account} />
</div>
<div className="flex justify-end">
<DatePickerRange
variant="tabs-custom"
minDate={balances?.minDate}
maxDate={DateTime.now().toISODate()}
value={dateRange}
onChange={onDateChange}
selectableRanges={
selectableDateRanges
? [...selectableDateRanges, allTimeRange]
: [
'last-30-days',
'last-6-months',
'last-365-days',
'last-3-years',
allTimeRange,
]
}
/>
</div>
<div className="h-96">
<TSeries.Chart
id="investment-chart"
isLoading={isLoading}
isError={isError}
dateRange={dateRange}
interval={balances?.series.interval}
data={balances?.series.data.map((v) => ({
date: v.date,
values: { balance: v.balance },
}))}
series={[
{
key: 'balances',
accessorFn: (d) => d.values.balance?.toNumber(),
negative: account?.classification === 'liability',
},
]}
>
<TSeries.Line seriesKey="balances" />
</TSeries.Chart>
</div>
{account && <div>{getContent(account.id)}</div>}
</div>
)
}
================================================
FILE: apps/client/components/account-views/InvestmentView.tsx
================================================
import {
type InsightCardOption,
InsightPopout,
usePopoutContext,
useAccountApi,
InsightGroup,
TSeries,
} from '@maybe-finance/client/shared'
import {
AccountMenu,
Explainers,
HoldingList,
InvestmentTransactionList,
PageTitle,
} from '@maybe-finance/client/features'
import {
Checkbox,
DatePickerRange,
getRangeDescription,
Listbox,
} from '@maybe-finance/design-system'
import { type SharedType, NumberUtil } from '@maybe-finance/shared'
import { DateTime } from 'luxon'
import { useCallback, useEffect, useMemo, useState } from 'react'
import {
RiAddLine,
RiArrowUpDownLine,
RiCoinLine,
RiLineChartLine,
RiPercentLine,
RiScalesFill,
RiStackLine,
RiSubtractLine,
} from 'react-icons/ri'
import type { IconType } from 'react-icons'
import classNames from 'classnames'
type Props = {
account?: SharedType.AccountDetail
balances?: SharedType.AccountBalanceResponse
dateRange: SharedType.DateRange
onDateChange: (range: SharedType.DateRange) => void
isLoading: boolean
isError: boolean
}
const stockInsightCards: InsightCardOption[] = [
{
id: 'profit-loss',
display: 'Potential gain or loss',
category: 'General',
tooltip:
'The amount you would gain or lose if you sold this entire portfolio today. This is commonly referred to as "capital gains / losses".',
},
{
id: 'avg-return',
display: 'Average return',
category: 'General',
tooltip:
'The average return you have achieved over the time period on this portfolio of holdings',
},
{
id: 'net-deposits',
display: 'Contributions',
category: 'General',
tooltip:
'The total amount you have contributed to this brokerage account. Deposits increase this number and withdrawals decrease it.',
},
{
id: 'fees',
display: 'Fees',
category: 'Cost',
tooltip:
'The total brokerage and other fees you have incurred while buying and selling holdings',
},
{
id: 'sector-allocation',
display: 'Sector allocation',
category: 'Market',
tooltip: 'Shows how diverse your portfolio is',
},
]
const transactionsFilters: {
name: string
icon: IconType
data: { category?: SharedType.InvestmentTransactionCategory }
}[] = [
{
name: 'Show all',
icon: RiStackLine,
data: {},
},
{
name: 'Buys',
icon: RiAddLine,
data: { category: 'buy' },
},
{
name: 'Sales',
icon: RiSubtractLine,
data: { category: 'sell' },
},
{
name: 'Dividends',
icon: RiPercentLine,
data: { category: 'dividend' },
},
{
name: 'Transfers',
icon: RiArrowUpDownLine,
data: { category: 'transfer' },
},
{
name: 'Fees',
icon: RiCoinLine,
data: { category: 'fee' },
},
]
const returnPeriods: { key: 'ytd' | '1y' | '1m'; display: string }[] = [
{ key: 'ytd', display: 'This year' },
{ key: '1y', display: 'Past year' },
{ key: '1m', display: 'Past month' },
]
const contributionPeriods = [
{ key: 'ytd', display: 'This year' },
{ key: 'lastYear', display: 'Last year' },
]
const chartViews = [
{ key: 'value', display: 'Value', icon: RiLineChartLine },
{ key: 'return', display: 'Return', icon: RiLineChartLine },
]
type Comparison = { ticker: string; display: string; color: string }
const comparisonTickers: Comparison[] = [
{
ticker: 'VOO',
display: 'S&P 500',
color: 'teal',
},
{
ticker: 'DIA',
display: 'Dow Jones Industrial Avg',
color: 'red',
},
{
ticker: 'VONE',
display: 'Russell 1000',
color: 'indigo',
},
{
ticker: 'QQQ',
display: 'NASDAQ 100',
color: 'grape',
},
{
ticker: 'VT',
display: 'Total World Stock Index',
color: 'yellow',
},
{
ticker: 'GLDM',
display: 'Gold',
color: 'blue',
},
{
ticker: 'X:BTCUSD',
display: 'Bitcoin',
color: 'orange',
},
{
ticker: 'X:ETHUSD',
display: 'Ethereum',
color: 'gray',
},
]
export default function InvestmentView({
account,
balances,
dateRange,
onDateChange,
isLoading,
isError,
}: Props) {
const [selectedComparisons, setSelectedComparisons] = useState<Comparison[]>([])
const [chartView, setChartView] = useState(chartViews[0])
const [showContributions, setShowContributions] = useState(false)
const { open: openPopout } = usePopoutContext()
const [returnPeriod, setReturnPeriod] = useState(returnPeriods[0])
const [contributionPeriod, setContributionPeriod] = useState(contributionPeriods[0])
const { useAccountInsights, useAccountReturns } = useAccountApi()
const returns = useAccountReturns(
{
id: account?.id ?? -1,
start: dateRange.start,
end: dateRange.end,
compare: selectedComparisons.map((c) => c.ticker),
},
{
enabled: !!account?.id,
keepPreviousData: true,
}
)
const insights = useAccountInsights(account?.id ?? -1, { enabled: !!account?.id })
const stocksAllocation = useMemo(() => {
const stockPercent =
insights.data?.portfolio?.holdingBreakdown
.find((hb) => hb.asset_class === 'stocks')
?.percentage.toNumber() ?? 0
return {
stocks: Math.round(stockPercent * 100),
other: Math.round(100 - stockPercent * 100),
}
}, [insights.data])
const allTimeRange = useMemo(() => {
return {
label: 'All',
labelShort: 'All',
start: balances?.minDate ?? DateTime.now().minus({ years: 2 }).toISODate(),
end: DateTime.now().toISODate(),
}
}, [balances])
const returnColorAccessorFn = useCallback<
TSeries.AccessorFn<{ rateOfReturn: SharedType.Decimal }, string>
>((datum) => {
return datum.values?.rateOfReturn?.lessThan(0) ? '#FF8787' : '#38D9A9' // text-red and text-teal
}, [])
const [transactionFilter, setTransactionFilter] = useState(transactionsFilters[0])
// Whenever user modifies the comparisons dropdown, always go to "Returns" view
useEffect(() => {
if (selectedComparisons.length > 0) {
setChartView(chartViews[1])
}
}, [selectedComparisons])
return (
<div className="space-y-5">
<div className="flex justify-between">
<PageTitle
isLoading={isLoading}
title={account?.name}
value={NumberUtil.format(balances?.today?.balance, 'currency')}
trend={balances?.trend}
trendLabel={getRangeDescription(dateRange, balances?.minDate)}
/>
<AccountMenu account={account} />
</div>
<div className="flex justify-between flex-wrap gap-2">
<div className="flex items-center flex-wrap gap-2">
<Listbox className="inline-block" value={chartView} onChange={setChartView}>
<Listbox.Button icon={chartView.icon}>{chartView.display}</Listbox.Button>
<Listbox.Options>
{chartViews.map((view) => (
<Listbox.Option key={view.key} value={view}>
{view.display}
</Listbox.Option>
))}
</Listbox.Options>
</Listbox>
<Listbox value={selectedComparisons} onChange={setSelectedComparisons} multiple>
<Listbox.Button icon={RiScalesFill}>
<span className="text-white text-base font-medium">Compare</span>
</Listbox.Button>
<Listbox.Options placement="bottom-start" className="min-w-[210px]">
{comparisonTickers.map((comparison) => (
<Listbox.Option
key={comparison.ticker}
value={comparison}
className="my-2 whitespace-nowrap"
>
{comparison.display}
</Listbox.Option>
))}
</Listbox.Options>
</Listbox>
{chartView.key === 'value' && (
<div className="py-2">
<Checkbox
label="Show contribution"
onChange={setShowContributions}
checked={showContributions}
className="ml-1"
/>
</div>
)}
</div>
<DatePickerRange
variant="tabs-custom"
minDate={balances?.minDate}
maxDate={DateTime.now().toISODate()}
value={dateRange}
onChange={onDateChange}
selectableRanges={[
'last-7-days',
'last-30-days',
'last-90-days',
'last-365-days',
allTimeRange,
]}
/>
</div>
<div className="h-96">
<TSeries.Chart<Record<string, SharedType.Decimal>>
id="investment-account-chart"
isLoading={isLoading}
isError={isError || returns.isError}
dateRange={dateRange}
data={{
balances:
balances?.series.data.map((d) => ({
date: d.date,
values: { balance: d.balance },
})) ?? [],
returns:
returns.data?.data.map((d) => ({
date: d.date,
values: { ...d.account, ...d.comparisons },
})) ?? [],
}}
series={[
{
key: 'portfolio-balance',
dataKey: 'balances',
accessorFn: (d) => d?.values?.balance?.toNumber(),
isActive: chartView.key === 'value',
},
{
key: 'contributions',
dataKey: 'returns',
accessorFn: (d) => d.values.contributions?.toNumber(),
isActive: showContributions && chartView.key === 'value',
color: TSeries.tailwindScale('grape'),
},
{
key: 'portfolio-return',
dataKey: 'returns',
accessorFn: (d) => d.values.rateOfReturn?.toNumber(),
isActive: chartView.key === 'return',
format: 'percent',
label: 'Portfolio return',
color:
selectedComparisons.length > 0
? TSeries.tailwindScale('cyan')
: returnColorAccessorFn,
},
...selectedComparisons.map(({ ticker, display, color }) => ({
key: ticker,
dataKey: 'returns',
accessorFn: (d) => {
return d.values?.[ticker]?.toNumber()
},
isActive: chartView.key === 'return' && selectedComparisons.length > 0,
label: `${display} return`,
format: 'percent' as SharedType.FormatString,
color: TSeries.tailwindScale(color),
})),
]}
y1Axis={
<TSeries.AxisLeft
tickFormat={(v) =>
NumberUtil.format(
v as number,
chartView.key === 'return' ? 'percent' : 'short-currency'
)
}
/>
}
// If showing returns graph, render a date range for the tooltip title
tooltipOptions={
chartView.key === 'return' && returns.data && returns.data.data.length > 0
? {
tooltipTitle: (tooltipData) =>
`${DateTime.fromISO(returns.data.data[0].date).toFormat(
'MMM dd, yyyy'
)} - ${DateTime.fromISO(tooltipData.date).toFormat(
'MMM dd, yyyy'
)}`,
}
: undefined
}
>
<TSeries.Line seriesKey="portfolio-balance" />
<TSeries.Line seriesKey="portfolio-return" />
<TSeries.Line seriesKey="contributions" strokeDasharray={4} />
{selectedComparisons.map((comparison) => (
<TSeries.Line key={comparison.ticker} seriesKey={comparison.ticker} />
))}
</TSeries.Chart>
</div>
{account && (
<div>
<InsightGroup
id="investment-account-insights"
options={stockInsightCards}
initialInsights={['avg-return', 'profit-loss', 'net-deposits']}
>
<InsightGroup.Card
id="avg-return"
isLoading={insights.isLoading}
status="active"
onClick={() =>
openPopout(
<InsightPopout>
<Explainers.AverageReturn />
</InsightPopout>
)
}
headerRight={
<Listbox
onChange={setReturnPeriod}
value={returnPeriod}
onClick={(e) => e.stopPropagation()}
>
<Listbox.Button
size="small"
onClick={(e) => e.stopPropagation()}
>
{returnPeriod.display}
</Listbox.Button>
<Listbox.Options>
{returnPeriods.map((rp) => (
<Listbox.Option key={rp.key} value={rp}>
{rp.display}
</Listbox.Option>
))}
</Listbox.Options>
</Listbox>
}
>
{(() => {
const returnValues =
insights.data?.portfolio?.return?.[returnPeriod.key]
return (
<>
<h3>
{NumberUtil.format(
returnValues?.percentage,
'percent',
{ signDisplay: 'auto', maximumFractionDigits: 1 }
)}
</h3>
<span className="text-gray-100 text-base">
<span
className={classNames(
returnValues?.direction === 'up'
? 'text-teal'
: returnValues?.direction === 'down'
? 'text-red'
: null
)}
>
{NumberUtil.format(
returnValues?.amount,
'currency',
{
signDisplay: 'exceptZero',
}
)}
</span>{' '}
{returnPeriod.display.toLowerCase()}
</span>
</>
)
})()}
</InsightGroup.Card>
<InsightGroup.Card
id="profit-loss"
isLoading={false}
status="active"
onClick={() =>
openPopout(
<InsightPopout>
<Explainers.PotentialGainLoss />
</InsightPopout>
)
}
>
<h3>
{NumberUtil.format(
insights.data?.portfolio?.pnl?.amount,
'currency',
{ signDisplay: 'exceptZero' }
)}
</h3>
<span className="text-base text-gray-100">as of today</span>
</InsightGroup.Card>
<InsightGroup.Card
id="net-deposits"
isLoading={false}
status="active"
onClick={() =>
openPopout(
<InsightPopout>
<Explainers.Contributions />
</InsightPopout>
)
}
headerRight={
<Listbox
onChange={setContributionPeriod}
value={contributionPeriod}
onClick={(e) => e.stopPropagation()}
>
<Listbox.Button
size="small"
onClick={(e) => e.stopPropagation()}
>
{contributionPeriod.display}
</Listbox.Button>
<Listbox.Options>
{contributionPeriods.map((cp) => (
<Listbox.Option key={cp.key} value={cp}>
{cp.display}
</Listbox.Option>
))}
</Listbox.Options>
</Listbox>
}
>
<h3>
{NumberUtil.format(
insights?.data?.portfolio?.contributions[contributionPeriod.key]
.amount,
'currency',
{ signDisplay: 'exceptZero' }
)}
</h3>
<span className="text-gray-100 text-base">Average:</span>
<span className="text-gray-25 ml-1 text-base">
{NumberUtil.format(
insights?.data?.portfolio?.contributions[contributionPeriod.key]
.monthlyAvg,
'short-currency',
{ signDisplay: 'exceptZero' }
)}
/mo
</span>
</InsightGroup.Card>
<InsightGroup.Card
id="fees"
isLoading={false}
status="active"
onClick={() =>
openPopout(
<InsightPopout>
<Explainers.TotalFees />
</InsightPopout>
)
}
>
<h3>
{NumberUtil.format(insights.data?.portfolio?.fees, 'currency', {
signDisplay: 'auto',
})}
</h3>
<span className="text-base text-gray-100">all time</span>
</InsightGroup.Card>
<InsightGroup.Card
id="sector-allocation"
isLoading={false}
status={'active'}
onClick={() =>
openPopout(
<InsightPopout>
<Explainers.SectorAllocation />
</InsightPopout>
)
}
>
<h3>
{stocksAllocation.stocks}/{stocksAllocation.other} split
</h3>
<span className="text-base text-gray-100">
{stocksAllocation.stocks}% in stocks and {stocksAllocation.other}%
in other
</span>
</InsightGroup.Card>
</InsightGroup>
<h5 className="uppercase mb-5">Holdings</h5>
<HoldingList accountId={account.id} />
<div className="flex items-center justify-between mt-2 mb-4">
<h5 className="uppercase mt-2 mb-4">Transactions</h5>
<Listbox value={transactionFilter} onChange={setTransactionFilter}>
<Listbox.Button icon={transactionFilter.icon}>
{transactionFilter.name}
</Listbox.Button>
<Listbox.Options placement="bottom-end">
{transactionsFilters.map((filter) => (
<Listbox.Option
key={filter.name}
value={filter}
icon={filter.icon}
>
{filter.name}
</Listbox.Option>
))}
</Listbox.Options>
</Listbox>
</div>
<InvestmentTransactionList
accountId={account.id}
filter={transactionFilter.data}
/>
</div>
)}
</div>
)
}
================================================
FILE: apps/client/components/account-views/LoanView.tsx
================================================
import type { SharedType } from '@maybe-finance/shared'
import { AccountMenu, LoanDetail, PageTitle, TransactionList } from '@maybe-finance/client/features'
import { TSeries, useAccountContext } from '@maybe-finance/client/shared'
import { Button, DatePickerRange, getRangeDescription } from '@maybe-finance/design-system'
import { NumberUtil } from '@maybe-finance/shared'
import { DateTime } from 'luxon'
import { useMemo, useEffect, useState } from 'react'
export type LoanViewProps = {
account?: SharedType.AccountDetail
balances?: SharedType.AccountBalanceResponse
dateRange: SharedType.DateRange
onDateChange: (range: SharedType.DateRange) => void
isLoading: boolean
isError: boolean
}
export default function LoanView({
account,
balances,
dateRange,
onDateChange,
isLoading,
isError,
}: LoanViewProps) {
const { editAccount } = useAccountContext()
const [showOverlay, setShowOverlay] = useState(false)
const allTimeRange = useMemo(() => {
return {
label: 'All',
labelShort: 'All',
start: balances?.minDate ?? DateTime.now().minus({ years: 2 }).toISODate(),
end: DateTime.now().toISODate(),
}
}, [balances])
useEffect(() => {
const loanValid = ({ loan }: SharedType.AccountDetail) => {
return (
loan &&
loan.originationDate &&
loan.originationPrincipal &&
loan.maturityDate &&
loan.interestRate &&
loan.loanDetail
)
}
if (account && !loanValid(account)) {
setShowOverlay(true)
} else {
setShowOverlay(false)
}
}, [account, editAccount])
return (
<div className="space-y-5">
<div className="flex justify-between">
<PageTitle
isLoading={isLoading}
title={account?.name}
value={NumberUtil.format(balances?.today?.balance, 'currency')}
trend={balances?.trend}
trendLabel={getRangeDescription(dateRange, balances?.minDate)}
trendNegative={account?.classification === 'liability'}
/>
<AccountMenu account={account} />
</div>
<div className="flex justify-end">
<DatePickerRange
variant="tabs-custom"
minDate={balances?.minDate}
maxDate={DateTime.now().toISODate()}
value={dateRange}
onChange={onDateChange}
selectableRanges={[
'last-30-days',
'last-6-months',
'last-365-days',
'last-3-years',
allTimeRange,
]}
/>
</div>
<div className="h-96">
<TSeries.Chart
id="loan-chart"
isLoading={isLoading}
isError={isError}
dateRange={dateRange}
interval={balances?.series.interval}
data={balances?.series.data.map((v) => ({
date: v.date,
values: { balance: v.balance },
}))}
series={[
{
key: 'balances',
accessorFn: (d) => d.values.balance?.toNumber(),
negative: true,
},
]}
renderOverlay={
showOverlay && account
? () => (
<>
<h3 className="mb-2">Chart unavailable</h3>
<div className="max-w-screen-xs">
<p className="text-base text-gray-50 max-w-[450px]">
Please provide us with more details for this account
so that we can build your chart with accurate values.
</p>
</div>
<Button onClick={() => editAccount(account)} className="mt-4">
Add loan terms
</Button>
</>
)
: undefined
}
>
<TSeries.Line seriesKey="balances" />
</TSeries.Chart>
</div>
{account && (
<div>
<LoanDetail account={account} showComingSoon={!account.transactions.length} />
{account.transactions.length > 0 && (
<div className="mt-8">
<h5 className="uppercase mb-6">Payments</h5>
<TransactionList accountId={account.id} />
</div>
)}
</div>
)}
</div>
)
}
================================================
FILE: apps/client/components/account-views/index.ts
================================================
export { default as DefaultView } from './DefaultView'
export { default as LoanView } from './LoanView'
================================================
FILE: apps/client/env.sh
================================================
#!/bin/bash
# https://github.com/vercel/next.js/discussions/17641#discussioncomment-5919914
# Config
ENVSH_ENV="${ENVSH_ENV:-"./.env"}"
ENVSH_PREFIX="${ENVSH_PREFIX:-"NEXT_PUBLIC_"}"
ENVSH_PREFIX_STRIP="${ENVSH_PREFIX_STRIP:-false}"
# Can be `window.__appenv = {` or `const APPENV = {` or whatever you want
ENVSH_PREPEND="${ENVSH_PREPEND:-"window.__appenv = {"}"
ENVSH_APPEND="${ENVSH_APPEND:-"}"}"
ENVSH_OUTPUT="${ENVSH_OUTPUT:-"./public/__appenv.js"}"
[ -f "$ENVSH_ENV" ] && INPUT="$ENVSH_ENV" || INPUT=/dev/null
# Add assignment
echo "$ENVSH_PREPEND" >"$ENVSH_OUTPUT"
gawk -v PREFIX="$ENVSH_PREFIX" -v STRIP_PREFIX="$ENVSH_PREFIX_STRIP" '
BEGIN {
OFS=": ";
FS="=";
PATTERN="^" PREFIX;
for (v in ENVIRON)
if (v ~ PATTERN)
vars[v] = ENVIRON[v]
}
$0 ~ PATTERN {
v = $2;
for (i = 3; i <= NF; i++)
v = v FS $i;
vars[$1] = (vars[$1] ? vars[$1] : v);
}
END {
for (v in vars) {
val = vars[v];
switch (val) {
case /^true$/:
break;
case /^false$/:
break;
case /^'"'.*'"'$/:
break;
case /^".*"$/:
break;
case /^[[:digit:]]+$/:
break;
default:
val = "\"" val "\"";
break;
}
val = val ","
if (STRIP_PREFIX == "true" || STRIP_PREFIX == "1")
v = gensub(PATTERN, "", 1, v)
print v, val;
}
}
' "$INPUT" >>"$ENVSH_OUTPUT"
echo "$ENVSH_APPEND" >>"$ENVSH_OUTPUT"
# Accepting commands (for Docker)
exec "$@"
================================================
FILE: apps/client/env.ts
================================================
declare global {
interface Window {
__appenv: any
}
}
function isBrowser() {
return Boolean(typeof window !== 'undefined' && window.__appenv)
}
function getEnv(key: string): string | undefined {
if (!key.length) {
throw new Error('No env key provided')
}
if (isBrowser()) {
return window.__appenv[key]
}
}
const env = {
NEXT_PUBLIC_API_URL:
getEnv('NEXT_PUBLIC_API_URL') || process.env.NEXT_PUBLIC_API_URL || 'http://localhost:3333',
NEXT_PUBLIC_LD_CLIENT_SIDE_ID:
getEnv('NEXT_PUBLIC_LD_CLIENT_SIDE_ID') ||
process.env.NEXT_PUBLIC_LD_CLIENT_SIDE_ID ||
'REPLACE_THIS',
NEXT_PUBLIC_SENTRY_DSN: getEnv('NEXT_PUBLIC_SENTRY_DSN') || process.env.NEXT_PUBLIC_SENTRY_DSN,
NEXT_PUBLIC_SENTRY_ENV: getEnv('NEXT_PUBLIC_SENTRY_ENV') || process.env.NEXT_PUBLIC_SENTRY_ENV,
}
export default env
================================================
FILE: apps/client/jest.config.ts
================================================
/* eslint-disable */
export default {
displayName: 'client',
preset: '../../jest.preset.js',
transform: {
'^(?!.*\\.(js|jsx|ts|tsx|css|json)$)': '@nrwl/react/plugins/jest',
'^.+\\.[tj]sx?$': 'babel-jest',
},
moduleFileExtensions: ['ts', 'tsx', 'js', 'jsx'],
coverageDirectory: '../../coverage/apps/client',
}
================================================
FILE: apps/client/next-env.d.ts
================================================
/// <reference types="next" />
/// <reference types="next/image-types/global" />
// NOTE: This file should not be edited
// see https://nextjs.org/docs/basic-features/typescript for more information.
================================================
FILE: apps/client/next.config.js
================================================
// eslint-disable-next-line @typescript-eslint/no-var-requires
const withNx = require('@nrwl/next/plugins/with-nx')
const withBundleAnalyzer = require('@next/bundle-analyzer')({
enabled: process.env.ANALYZE === 'true',
})
/**
* @type {import('@nrwl/next/plugins/with-nx').WithNxOptions}
**/
const nextConfig = {
nx: {
// Set this to true if you would like to to use SVGR
// See: https://github.com/gregberge/svgr
svgr: false,
},
images: {
loader: 'custom',
},
swcMinify: false,
}
module.exports = withBundleAnalyzer(withNx(nextConfig))
================================================
FILE: apps/client/pages/404.tsx
================================================
import { NotFoundPage } from '@maybe-finance/client/features'
export function Page404() {
return <NotFoundPage />
}
export default Page404
================================================
FILE: apps/client/pages/_app.tsx
================================================
import { useEffect, type PropsWithChildren, type ReactElement } from 'react'
import type { AppProps } from 'next/app'
import { ErrorBoundary } from 'react-error-boundary'
import { Analytics } from '@vercel/analytics/react'
import {
AxiosProvider,
QueryProvider,
ErrorFallback,
LogProvider,
UserAccountContextProvider,
} from '@maybe-finance/client/shared'
import { AccountsManager, OnboardingGuard } from '@maybe-finance/client/features'
import { AccountContextProvider } from '@maybe-finance/client/shared'
import * as Sentry from '@sentry/react'
import { BrowserTracing } from '@sentry/tracing'
import env from '../env'
import '../styles.css'
import { SessionProvider, useSession } from 'next-auth/react'
import Meta from '../components/Meta'
import APM from '../components/APM'
import { useRouter } from 'next/router'
Sentry.init({
dsn: env.NEXT_PUBLIC_SENTRY_DSN,
environment: env.NEXT_PUBLIC_SENTRY_ENV,
integrations: [
new BrowserTracing({
tracingOrigins: ['localhost', new URL(env.NEXT_PUBLIC_API_URL).hostname],
}),
],
tracesSampleRate: 0.6,
})
// Providers and components only relevant to a logged-in user
const WithAuth = function ({ children }: PropsWithChildren) {
const { data: session, status } = useSession()
const router = useRouter()
useEffect(() => {
if (status === 'loading') return
if (!session) {
router.push('/login')
}
}, [session, status, router])
if (session && status === 'authenticated') {
return (
<OnboardingGuard>
<UserAccountContextProvider>
<AccountContextProvider>
{children}
<AccountsManager />
</AccountContextProvider>
</UserAccountContextProvider>
</OnboardingGuard>
)
}
return null
}
export default function App({
Component: Page,
pageProps,
}: AppProps & {
Component: AppProps['Component'] & {
getLayout?: (component: ReactElement) => JSX.Element
isPublic?: boolean
}
}) {
const getLayout = Page.getLayout ?? ((page) => page)
return (
<LogProvider logger={console}>
<ErrorBoundary
FallbackComponent={ErrorFallback}
onError={(err) => {
Sentry.captureException(err)
console.error('React app crashed', err)
}}
>
<Meta />
<Analytics />
<QueryProvider>
<SessionProvider>
<AxiosProvider baseUrl={env.NEXT_PUBLIC_API_URL}>
<>
<APM />
{Page.isPublic === true ? (
getLayout(<Page {...pageProps} />)
) : (
<WithAuth>{getLayout(<Page {...pageProps} />)}</WithAuth>
)}
</>
</AxiosProvider>
</SessionProvider>
</QueryProvider>
</ErrorBoundary>
</LogProvider>
)
}
================================================
FILE: apps/client/pages/_document.tsx
================================================
import { Html, Head, Main, NextScript } from 'next/document'
export default function Document() {
return (
<Html lang="en">
<Head>
{/* <!-- NEXT_PUBLIC_ env variables --> */}
{/* eslint-disable-next-line @next/next/no-sync-scripts */}
<script src="/__appenv.js" />
</Head>
<body>
<Main />
<NextScript />
</body>
</Html>
)
}
================================================
FILE: apps/client/pages/accounts/[accountId].tsx
================================================
import type { ReactElement } from 'react'
import type { SharedType } from '@maybe-finance/shared'
import { useEffect, useState } from 'react'
import {
WithSidebarLayout,
ValuationList,
TransactionList,
AccountSidebar,
} from '@maybe-finance/client/features'
import { useRouter } from 'next/router'
import { DateTime } from 'luxon'
import {
MainContentOverlay,
useAccountApi,
useQueryParam,
useUserAccountContext,
} from '@maybe-finance/client/shared'
import { DefaultView, LoanView } from '../../components/account-views'
import InvestmentView from '../../components/account-views/InvestmentView'
const initialRange = {
start: DateTime.now().minus({ days: 30 }).toISODate(),
end: DateTime.now().toISODate(),
}
export default function AccountDetailPage() {
const router = useRouter()
const [range, setRange] = useState<SharedType.DateRange>(initialRange)
const { useAccount, useAccountBalances } = useAccountApi()
const { isReady, accountSyncing } = useUserAccountContext()
const accountId = useQueryParam('accountId', 'number')!
const accountQuery = useAccount(accountId, { enabled: !!accountId && isReady })
const accountBalancesQuery = useAccountBalances(
{ id: accountId, ...range },
{ enabled: !!accountId && isReady }
)
const isSyncing = accountSyncing(accountId)
const isLoading = accountQuery.isLoading || accountBalancesQuery.isLoading || isSyncing
const isError = accountQuery.isError || accountBalancesQuery.isError
useEffect(() => {
setRange(initialRange)
}, [accountId])
if (accountQuery.error || accountBalancesQuery.error) {
return (
<MainContentOverlay
title="Unable to load account"
actionText="Back home"
onAction={() => {
router.push('/')
}}
>
<p>
We’re having some trouble loading this account. Please contact us if the
issue persists...
</p>
</MainContentOverlay>
)
}
switch (accountQuery.data?.type) {
case 'LOAN':
return (
<LoanView
account={accountQuery.data}
balances={accountBalancesQuery.data}
dateRange={range}
onDateChange={setRange}
isLoading={isLoading}
isError={isError}
/>
)
case 'INVESTMENT':
return (
<InvestmentView
account={accountQuery.data}
balances={accountBalancesQuery.data}
dateRange={range}
onDateChange={setRange}
isLoading={isLoading}
isError={isError}
/>
)
case 'CREDIT':
case 'DEPOSITORY':
return (
<DefaultView
account={accountQuery.data}
balances={accountBalancesQuery.data}
dateRange={range}
onDateChange={setRange}
getContent={(accountId) => {
return (
<>
<h5 className="uppercase mb-6">Transactions</h5>
<TransactionList accountId={accountId} />
</>
)
}}
isLoading={isLoading}
isError={isError}
selectableDateRanges={[
'last-7-days',
'last-30-days',
'last-90-days',
'last-365-days',
'this-year',
]}
/>
)
default:
return (
<DefaultView
account={accountQuery.data}
balances={accountBalancesQuery.data}
dateRange={range}
onDateChange={setRange}
getContent={(accountId: number) => {
return (
<ValuationList
accountId={accountId}
negative={accountQuery.data?.classification === 'liability'}
/>
)
}}
isLoading={isLoading}
isError={isError}
/>
)
}
}
AccountDetailPage.getLayout = function getLayout(page: ReactElement) {
return <WithSidebarLayout sidebar={<AccountSidebar />}>{page}</WithSidebarLayout>
}
================================================
FILE: apps/client/pages/accounts/index.tsx
================================================
import type { ReactElement } from 'react'
import { RiAddLine } from 'react-icons/ri'
import {
AccountGroupContainer,
ManualAccountGroup,
AccountDevTools,
ConnectedAccountGroup,
DisconnectedAccountGroup,
WithSidebarLayout,
AccountSidebar,
} from '@maybe-finance/client/features'
import {
MainContentLoader,
MainContentOverlay,
useAccountApi,
useAccountContext,
} from '@maybe-finance/client/shared'
import { Button } from '@maybe-finance/design-system'
import { AccountUtil } from '@maybe-finance/shared'
export default function AccountsPage() {
const { useAccounts } = useAccountApi()
const { addAccount } = useAccountContext()
const { isLoading, error, data, refetch } = useAccounts()
if (isLoading) {
return <MainContentLoader />
}
if (error || !data) {
return (
<MainContentOverlay
title="Unable to load accounts"
actionText="Try again"
onAction={() => refetch()}
>
<p>
We‘re having some trouble loading your accounts. Please contact us{' '}
<a href="mailto:hello@maybe.co" className="underline text-cyan">
here
</a>{' '}
if the issue persists.
</p>
</MainContentOverlay>
)
}
const { accounts, connections } = data
const disconnected = connections.filter((c) => c.status === 'DISCONNECTED')
const connected = connections.filter((c) => c.status !== 'DISCONNECTED')
if (
!isLoading &&
disconnected.length === 0 &&
connected.length === 0 &&
accounts.length === 0
) {
return (
<>
<AccountDevTools />
<MainContentOverlay
title="No accounts yet"
actionText="Add account"
onAction={addAccount}
>
<p>
You currently have no connected or manual accounts. Start by adding an
account.
</p>
</MainContentOverlay>
</>
)
}
return (
<div>
<AccountDevTools />
<div className="flex items-center justify-between">
<h3>Accounts</h3>
<Button onClick={addAccount} leftIcon={<RiAddLine size={20} />}>
Add account
</Button>
</div>
<div className="mt-8 space-y-8">
{connected.length > 0 && (
<AccountGroupContainer title="CONNECTED">
{connected.map((connection) => (
<ConnectedAccountGroup key={connection.id} connection={connection} />
))}
</AccountGroupContainer>
)}
{accounts.length > 0 && (
<AccountGroupContainer title="MANUAL">
{AccountUtil.groupAccountsByCategory(accounts).map(
({ category, subtitle, accounts }) => (
<ManualAccountGroup
key={category}
title={category}
subtitle={subtitle}
accounts={accounts}
/>
)
)}
</AccountGroupContainer>
)}
{disconnected.length > 0 && (
<AccountGroupContainer title="DISCONNECTED">
{disconnected.map((connection) => (
<DisconnectedAccountGroup key={connection.id} connection={connection} />
))}
</AccountGroupContainer>
)}
</div>
</div>
)
}
AccountsPage.getLayout = function getLayout(page: ReactElement) {
return <WithSidebarLayout sidebar={<AccountSidebar />}>{page}</WithSidebarLayout>
}
================================================
FILE: apps/client/pages/api/auth/[...nextauth].ts
================================================
import NextAuth from 'next-auth'
import type { SessionStrategy, NextAuthOptions } from 'next-auth'
import CredentialsProvider from 'next-auth/providers/credentials'
import { z } from 'zod'
import { PrismaClient, AuthUserRole } from '@prisma/client'
import type { Prisma } from '@prisma/client'
import { PrismaAdapter } from '@auth/prisma-adapter'
import type { SharedType } from '@maybe-finance/shared'
import bcrypt from 'bcrypt'
let prismaInstance: PrismaClient | null = null
function getPrismaInstance() {
if (!prismaInstance) {
prismaInstance = new PrismaClient()
}
return prismaInstance
}
const prisma = getPrismaInstance()
async function createAuthUser(data: Prisma.AuthUserCreateInput) {
const authUser = await prisma.authUser.create({ data: { ...data } })
return authUser
}
async function getAuthUserByEmail(email: string) {
if (!email) throw new Error('No email provided.')
return await prisma.authUser.findUnique({
where: { email },
})
}
async function validateCredentials(credentials: any): Promise<z.infer<typeof authSchema>> {
const authSchema = z.object({
firstName: z.string().optional(),
lastName: z.string().optional(),
email: z.string().email({ message: 'Invalid email address.' }),
password: z.string().min(6),
role: z.string().default('user'),
})
const parsed = authSchema.safeParse(credentials)
if (!parsed.success) {
throw new Error(parsed.error.issues.map((issue) => issue.message).join(', '))
}
return parsed.data
}
async function createNewAuthUser(credentials: {
firstName: string
lastName: string
email: string
password: string
role: string
}): Promise<SharedType.AuthUser> {
const { firstName, lastName, email, password, role } = credentials
if (!firstName || !lastName) {
throw new Error('Both first name and last name are required.')
}
const isDevelopment = process.env.NODE_ENV === 'development'
let userRole: AuthUserRole
if (role === AuthUserRole.admin && isDevelopment) {
userRole = AuthUserRole.admin
} else if (role === AuthUserRole.ci) {
userRole = AuthUserRole.ci
} else {
userRole = AuthUserRole.user
}
const hashedPassword = await bcrypt.hash(password, 10)
return createAuthUser({
firstName,
lastName,
name: `${firstName} ${lastName}`,
email,
password: hashedPassword,
role: userRole,
})
}
const authPrisma = {
account: prisma.authAccount,
user: prisma.authUser,
session: prisma.authSession,
verificationToken: prisma.authVerificationToken,
} as unknown as PrismaClient
export const authOptions = {
adapter: PrismaAdapter(authPrisma),
secret: process.env.NEXTAUTH_SECRET || 'CHANGE_ME',
pages: {
signIn: '/login',
},
session: {
strategy: 'jwt' as SessionStrategy,
maxAge: 1 * 24 * 60 * 60, // 1 Day
},
providers: [
CredentialsProvider({
name: 'Credentials',
type: 'credentials',
credentials: {
firstName: { label: 'First name', type: 'text', placeholder: 'First name' },
lastName: { label: 'Last name', type: 'text', placeholder: 'Last name' },
email: { label: 'Email', type: 'email', placeholder: 'hello@maybe.co' },
password: { label: 'Password', type: 'password' },
role: { label: 'Admin', type: 'text' },
},
async authorize(credentials) {
const { firstName, lastName, email, password, role } = await validateCredentials(
credentials
)
const existingUser = await getAuthUserByEmail(email)
if (existingUser) {
const isPasswordMatch = await bcrypt.compare(password, existingUser.password!)
if (!isPasswordMatch) {
throw new Error('Email or password is invalid.')
}
return existingUser
}
if (!firstName || !lastName) {
throw new Error('Invalid credentials provided.')
}
return createNewAuthUser({ firstName, lastName, email, password, role })
},
}),
],
callbacks: {
async jwt({ token, user: authUser }: { token: any; user: any }) {
if (authUser) {
token.sub = authUser.id
token['https://maybe.co/email'] = authUser.email
token.firstName = authUser.firstName
token.lastName = authUser.lastName
token.name = authUser.name
token.role = authUser.role
}
return token
},
async session({ session, token }: { session: any; token: any }) {
session.user = token.sub
session.sub = token.sub
session['https://maybe.co/email'] = token['https://maybe.co/email']
session.firstName = token.firstName
session.lastName = token.lastName
session.name = token.name
session.role = token.role
return session
},
},
} as NextAuthOptions
export default NextAuth(authOptions)
================================================
FILE: apps/client/pages/api/card.tsx
================================================
import { ImageResponse } from '@vercel/og'
import { DateTime } from 'luxon'
import type { NextRequest } from 'next/server'
export const config = {
runtime: 'experimental-edge',
}
const font = fetch(
new URL('../../public/assets/fonts/inter/Inter-Regular.ttf', import.meta.url)
).then((res) => res.arrayBuffer())
const now = DateTime.now()
export default async function handler(req: NextRequest) {
const fontData = await font
const { headers } = req
const protocol = headers.get('x-forwarded-proto') || 'http'
const host = headers.get('host')
const baseUrl = `${protocol}://${host}`
try {
const { searchParams } = new URL(req.url)
const isTwitter = searchParams.has('twitter')
const date = searchParams.get('date')
return new ImageResponse(
(
<div
style={{
fontSize: 16,
lineHeight: '24px',
color: '#868E96',
background: '#1c1c20',
width: '100%',
height: '100%',
display: 'flex',
textAlign: 'center',
alignItems: 'center',
justifyContent: 'center',
fontFamily: '"Inter"',
transform: `scale(${isTwitter ? 1 : 1.5})`,
}}
>
<div
style={{
width: '406px',
height: '528px',
display: 'flex',
alignItems: 'center',
justifyContent: 'center',
}}
>
<img
alt=""
src={`${baseUrl}/assets/maybe-card.png`}
style={{ position: 'absolute', width: '100%' }}
/>
<div
style={{
width: '276px',
height: '398px',
display: 'flex',
flexDirection: 'column',
justifyContent: 'flex-end',
alignItems: 'center',
padding: '24px',
}}
>
<span style={{ fontSize: 12, lineHeight: '16px' }}>
#{searchParams.get('number')?.padStart(3, '0') || '000'}
</span>
<span style={{ color: '#FFF', marginTop: '4px' }}>
{searchParams.get('name') || 'Maybe User'}
</span>
<span>{searchParams.get('title') || ' '}</span>
<span style={{ marginTop: '6px', fontSize: 12, lineHeight: '16px' }}>
Joined {(date ? DateTime.fromISO(date) : now).toFormat('LL.dd.yy')}
</span>
</div>
</div>
</div>
),
{
width: 1200,
height: isTwitter ? 628 : 1200,
fonts: [
{
name: 'Inter',
data: fontData,
style: 'normal',
},
],
}
)
} catch (e) {
return new Response('Failed to generate image', { status: 500 })
}
}
================================================
FILE: apps/client/pages/card/[id].tsx
================================================
import { MaybeCard } from '@maybe-finance/client/shared'
import { type SharedType, superjson } from '@maybe-finance/shared'
import { Button, LoadingSpinner, Tooltip } from '@maybe-finance/design-system'
import Head from 'next/head'
import { useState } from 'react'
import { RiAnticlockwise2Line } from 'react-icons/ri'
import env from '../../env'
import { NotFoundPage } from '@maybe-finance/client/features'
export default function Card({ rawData }: { rawData: any }) {
const [isFlipped, setIsFlipped] = useState(false)
if (!rawData.data) return <NotFoundPage />
const data = superjson.deserialize(rawData.data) as SharedType.UserMemberCardDetails
const title = data.name.trim()
? data.name
.trim()
.split(' ')
.map((part, idx) => (idx > 0 ? part.substring(0, 1) : part))
.join(' ') + "'s Maybe"
: `Maybe Card #${data.memberNumber}`
return (
<>
<Head>
<title>{title}</title>
<meta property="og:image" content={data.imageUrl} />
<meta property="twitter:image" content={`${data.imageUrl}&twitter`} />
</Head>
<div className="fixed inset-0 flex flex-col items-center custom-gray-scroll pb-24">
<a href="https://maybe.co" className="mt-12 md:mt-32 shrink-0">
<img src="/assets/maybe-full.svg" alt="Maybe" className="h-8" />
</a>
<div className="mt-8 w-[342px] sm:w-[406px] h-[464px] sm:h-[528px] shrink-0 flex justify-center items-center bg-gray-800 rounded-2xl overflow-hidden">
{data ? (
<MaybeCard variant="default" details={data} flipped={isFlipped} />
) : (
<LoadingSpinner />
)}
</div>
<div className="mt-4 shrink-0">
<Tooltip content="Flip card" placement="bottom">
<div className="w-full">
<Button
type="button"
variant="secondary"
className="w-24"
onClick={() => setIsFlipped((flipped) => !flipped)}
>
<RiAnticlockwise2Line className="w-5 h-5 text-gray-50" />
</Button>
</div>
</Tooltip>
</div>
</div>
</>
)
}
export async function getServerSideProps(context) {
const { id } = context.query
return {
props: {
rawData: await fetch(`${env.NEXT_PUBLIC_API_URL}/v1/users/card/${id}`).then((data) =>
data.json()
),
},
}
}
Card.isPublic = true
================================================
FILE: apps/client/pages/data-editor.tsx
================================================
import type { ReactElement } from 'react'
import { useMemo } from 'react'
import {
WithSidebarLayout,
AccountEditor,
TransactionEditor,
AccountSidebar,
} from '@maybe-finance/client/features'
import { Tab } from '@maybe-finance/design-system'
import { useQueryParam } from '@maybe-finance/client/shared'
import { useRouter } from 'next/router'
export default function DataEditor() {
const currentTab = useQueryParam('tab', 'string')
const router = useRouter()
const selectedIndex = useMemo(() => {
switch (currentTab) {
case 'transactions':
return 1
default:
return 0
}
}, [currentTab])
return (
<div>
<h4>Fix my data</h4>
<p className="text-base text-gray-100 mt-2">
Is one of your accounts misclassified? A transaction showing the wrong category?
Update your data below so we can show you the best insights possible.
</p>
<div className="mt-4">
<Tab.Group
onChange={(idx) => {
switch (idx) {
case 0:
router.replace({ query: { tab: 'accounts' } })
break
case 1:
router.replace({ query: { tab: 'transactions' } })
break
}
}}
selectedIndex={selectedIndex}
>
<Tab.List>
<Tab>Accounts</Tab>
<Tab>Transactions</Tab>
</Tab.List>
<Tab.Panels className="mt-4">
<Tab.Panel>{router.isReady && <AccountEditor />}</Tab.Panel>
<Tab.Panel>{router.isReady && <TransactionEditor />}</Tab.Panel>
</Tab.Panels>
</Tab.Group>
</div>
</div>
)
}
DataEditor.getLayout = function getLayout(page: ReactElement) {
return <WithSidebarLayout sidebar={<AccountSidebar />}>{page}</WithSidebarLayout>
}
================================================
FILE: apps/client/pages/index.tsx
================================================
import type { ReactElement } from 'react'
import { useState } from 'react'
import {
WithSidebarLayout,
NetWorthInsightDetail,
NetWorthPrimaryCardGroup,
PageTitle,
AccountSidebar,
} from '@maybe-finance/client/features'
import {
MainContentOverlay,
useAccountApi,
useUserApi,
useAccountContext,
useUserAccountContext,
TSeries,
} from '@maybe-finance/client/shared'
import { DateTime } from 'luxon'
import uniq from 'lodash/uniq'
import { NumberUtil } from '@maybe-finance/shared'
import { DatePickerRange, getRangeDescription, Listbox } from '@maybe-finance/design-system'
import { RiLineChartLine } from 'react-icons/ri'
import type { AccountCategory } from '@prisma/client'
function NoAccounts() {
const { addAccount } = useAccountContext()
return (
<MainContentOverlay title="No accounts yet" actionText="Add account" onAction={addAccount}>
<p>You currently have no connected or manual accounts. Start by adding an account.</p>
</MainContentOverlay>
)
}
function AllAccountsDisabled() {
const { addAccount } = useAccountContext()
// This user does not have any active accounts
return (
<MainContentOverlay
title="No accounts enabled"
actionText="Add account"
onAction={addAccount}
>
<p>All your accounts are currently disabled. Enable one or connect a new account.</p>
</MainContentOverlay>
)
}
const chartViews = [
{
value: 'net-worth',
display: 'Net worth value',
},
{
value: 'assets-debts',
display: 'Assets & debts',
},
{
value: 'all',
display: 'All categories',
},
]
const categoryColors = ['blue', 'teal', 'orange', 'pink', 'grape', 'green', 'red', 'indigo', 'cyan']
export default function IndexPage() {
const [chartView, setChartView] = useState(chartViews[0])
const { useNetWorthSeries, useInsights } = useUserApi()
const { useAccounts } = useAccountApi()
const { isReady, someAccountsSyncing, noAccounts, allAccountsDisabled } =
useUserAccountContext()
const { dateRange, setDateRange } = useAccountContext()
const accountsQuery = useAccounts()
const insightsQuery = useInsights()
const netWorthQuery = useNetWorthSeries(
{ start: dateRange.start, end: dateRange.end },
{ enabled: isReady && !noAccounts && !allAccountsDisabled }
)
const isLoading = someAccountsSyncing || accountsQuery.isLoading || netWorthQuery.isLoading
if (netWorthQuery.error || accountsQuery.error) {
return (
<MainContentOverlay
title="Unable to load data"
actionText="Try again"
onAction={() => {
netWorthQuery.refetch()
}}
>
<p>
We’re having some trouble loading your data. Please contact us if the
issue persists...
</p>
</MainContentOverlay>
)
}
// This user has not created any accounts yet
if (noAccounts) {
return <NoAccounts />
}
if (allAccountsDisabled) {
return <AllAccountsDisabled />
}
const seriesData = netWorthQuery.data?.series.data ?? []
const categoriesWithData = uniq(
seriesData.flatMap((d) =>
Object.entries(d.categories)
.filter(([_category, amount]) => !amount.isZero())
.map(([category, _amount]) => category as AccountCategory)
) ?? []
)
return (
<div className="space-y-5">
<PageTitle
isLoading={isLoading}
title="Net worth"
value={NumberUtil.format(netWorthQuery.data?.today?.netWorth, 'currency')}
trend={netWorthQuery.data?.trend}
trendLabel={getRangeDescription(dateRange, netWorthQuery.data?.minDate)}
/>
<div className="flex flex-wrap justify-between items-center gap-2">
<Listbox className="inline-block" value={chartView} onChange={setChartView}>
<Listbox.Button icon={RiLineChartLine}>{chartView.display}</Listbox.Button>
<Listbox.Options>
{chartViews.map((view) => (
<Listbox.Option key={view.value} value={view}>
{view.display}
</Listbox.Option>
))}
</Listbox.Options>
</Listbox>
<DatePickerRange
variant="tabs-custom"
minDate={netWorthQuery.data && netWorthQuery.data.minDate}
maxDate={DateTime.now().toISODate()}
value={dateRange}
onChange={setDateRange}
selectableRanges={[
'last-30-days',
'last-90-days',
'last-365-days',
'this-year',
{
label: 'All time',
labelShort: 'All',
start: netWorthQuery.data
? netWorthQuery.data.minDate
: DateTime.now().minus({ years: 3 }).toISODate(),
end: DateTime.now().toISODate(),
},
]}
/>
</div>
<div className="h-96">
<TSeries.Chart
id="net-worth-chart"
dateRange={dateRange}
interval={netWorthQuery.data?.series.interval}
tooltipOptions={{ renderInPortal: true }}
isLoading={netWorthQuery.isLoading}
isError={netWorthQuery.isError}
data={seriesData.map(({ date, ...values }) => ({ date, values }))}
series={[
{
key: 'net-worth',
label: chartView.value === 'net-worth' ? undefined : 'Net worth',
accessorFn: (d) => d.values?.netWorth?.toNumber(),
isActive: chartView.value !== 'all',
color: TSeries.tailwindScale('cyan'),
},
{
key: 'assets',
label: 'Assets',
accessorFn: (d) => d.values?.assets?.toNumber(),
isActive: chartView.value === 'assets-debts',
color: TSeries.tailwindScale('teal'),
},
{
key: 'liabilities',
label: 'Debts',
accessorFn: (d) => d.values?.liabilities?.toNumber(),
isActive: chartView.value === 'assets-debts',
color: TSeries.tailwindScale('red'),
},
...categoriesWithData.map((category, idx) => ({
key: category,
accessorFn: (d) => d.values?.categories?.[category]?.toNumber(),
label: category,
isActive: chartView.value === 'all',
color: TSeries.tailwindScale(categoryColors[idx]),
})),
]}
>
<TSeries.Line seriesKey="assets" gradientOpacity={0.1} />
<TSeries.Line seriesKey="liabilities" gradientOpacity={0.1} />
{categoriesWithData.map((category) => (
<TSeries.Line key={category} seriesKey={category} gradientOpacity={0.1} />
))}
{/* Keep at bottom so net worth line always has the highest stack index */}
<TSeries.Line
seriesKey="net-worth"
gradientOpacity={chartView.value === 'net-worth' ? 0.2 : 0.1}
/>
</TSeries.Chart>
</div>
<div>
{insightsQuery.isError ? (
<div className="my-6 p-10 rounded-lg bg-gray-800 text-gray-100">
<p>Something went wrong loading your metrics. Please contact us.</p>
</div>
) : (
<div className="space-y-6">
<NetWorthPrimaryCardGroup query={insightsQuery} />
<NetWorthInsightDetail query={insightsQuery} />
</div>
)}
</div>
</div>
)
}
IndexPage.getLayout = function getLayout(page: ReactElement) {
return <WithSidebarLayout sidebar={<AccountSidebar />}>{page}</WithSidebarLayout>
}
================================================
FILE: apps/client/pages/login.tsx
================================================
import { useState, type ReactElement } from 'react'
import { FullPageLayout } from '@maybe-finance/client/features'
import { Input, InputPassword, Button } from '@maybe-finance/design-system'
import { signIn, useSession } from 'next-auth/react'
import { useRouter } from 'next/router'
import { useEffect } from 'react'
import Script from 'next/script'
import Link from 'next/link'
export default function LoginPage() {
const [email, setEmail] = useState('')
const [password, setPassword] = useState('')
const [isValid, setIsValid] = useState(false)
const [errorMessage, setErrorMessage] = useState<string | null>(null)
const [isLoading, setIsLoading] = useState(false)
const { data: session } = useSession()
const router = useRouter()
useEffect(() => {
if (session) {
router.push('/')
}
}, [session, router])
const onSubmit = async (e: React.FormEvent<HTMLFormElement>) => {
e.preventDefault()
setErrorMessage(null)
setPassword('')
setIsLoading(true)
const response = await signIn('credentials', {
email,
password,
redirect: false,
})
if (response && response.error) {
setErrorMessage(response.error)
setIsLoading(false)
setIsValid(false)
}
}
const onPasswordChange = (e: React.ChangeEvent<HTMLInputElement>) => {
setErrorMessage(null)
setPassword(e.target.value)
setIsValid(e.target.value.length > 0)
}
return (
<>
<Script
src="https://cdnjs.cloudflare.com/ajax/libs/zxcvbn/4.4.2/zxcvbn.js"
strategy="lazyOnload"
/>
<div className="absolute inset-0 flex flex-col items-center justify-center">
<div className="p-px w-80 md:w-96 bg-white bg-opacity-10 card-light rounded-3xl radial-gradient-background">
<div className="bg-black bg-opacity-75 p-8 rounded-3xl w-full h-full items-center flex flex-col radial-gradient-background-dark">
<img
className="mb-8"
src="/assets/maybe-box.svg"
alt="Maybe Finance Logo"
height={120}
width={120}
/>
<form className="space-y-4 w-full px-4" onSubmit={onSubmit}>
<Input
type="text"
name="email"
label="Email"
value={email}
onChange={(e) => setEmail(e.currentTarget.value)}
/>
<InputPassword
autoComplete="password"
name="password"
label="Password"
value={password}
onChange={onPasswordChange}
showComplexityBar={false}
/>
{errorMessage && password.length === 0 ? (
<div className="py-1 text-center text-red text-sm">
{errorMessage}
</div>
) : null}
<Button
type="submit"
fullWidth
disabled={!isValid || isLoading}
variant={isValid ? 'primary' : 'secondary'}
isLoading={isLoading}
>
Log in
</Button>
<div className="text-sm text-gray-50 text-center">
<div>
Don't have an account?{' '}
<Link
className="hover:text-cyan-400 underline font-medium"
href="/register"
>
Sign up
</Link>
</div>
</div>
</form>
</div>
</div>
</div>
</>
)
}
LoginPage.getLayout = function getLayout(page: ReactElement) {
return <FullPageLayout>{page}</FullPageLayout>
}
LoginPage.isPublic = true
================================================
FILE: apps/client/pages/onboarding.tsx
================================================
import type { ReactElement } from 'react'
import { Transition } from '@headlessui/react'
import {
AddFirstAccount,
EmailVerification,
FullPageLayout,
Intro,
OtherAccounts,
Profile,
OnboardingNavbar,
Welcome,
YourMaybe,
OnboardingBackground,
type StepProps,
} from '@maybe-finance/client/features'
import { MainContentOverlay, useQueryParam, useUserApi } from '@maybe-finance/client/shared'
import { LoadingSpinner } from '@maybe-finance/design-system'
import classNames from 'classnames'
import { useRouter } from 'next/router'
function getStepComponent(stepKey?: string): (props: StepProps) => JSX.Element {
switch (stepKey) {
case 'profile':
return Profile
case 'verifyEmail':
return EmailVerification
case 'firstAccount':
return AddFirstAccount
case 'accountSelection':
return OtherAccounts
case 'maybe':
return YourMaybe
case 'welcome':
return Welcome
case 'intro':
default:
return Intro
}
}
export default function OnboardingPage() {
const router = useRouter()
const { useOnboarding, useUpdateOnboarding } = useUserApi()
const stepParam = useQueryParam('step', 'string')
const onboarding = useOnboarding('main', {
onSuccess: (flow) => {
if (!stepParam) {
if (flow.currentStep) {
router.push({
pathname: '/onboarding',
query: { step: flow.currentStep.key },
})
} else {
router.push('/')
}
}
},
})
const updateOnboarding = useUpdateOnboarding()
if (onboarding.isLoading || !stepParam) {
return (
<div className="absolute inset-0 flex items-center justify-center h-full">
<LoadingSpinner />
</div>
)
}
if (onboarding.isError) {
return (
<MainContentOverlay
title="Unable to load onboarding flow"
actionText="Try again"
onAction={() => window.location.reload()}
>
<p>Contact us if this issue persists.</p>
</MainContentOverlay>
)
}
const { steps } = onboarding.data
const currentStep = steps.find((step) => step.key === stepParam)
const currentStepIdx = steps.findIndex((step) => step.key === stepParam)
const StepComponent = getStepComponent(stepParam)
if (!currentStep) throw new Error('Could not load onboarding')
async function prev() {
if (currentStepIdx > 0) {
router.push({ pathname: '/onboarding', query: { step: steps[currentStepIdx - 1].key } })
}
}
async function next() {
await updateOnboarding.mutateAsync({
flow: 'main',
updates: [{ key: currentStep!.key, markedComplete: true }],
})
if (currentStepIdx < steps.length - 1) {
router.push({ pathname: '/onboarding', query: { step: steps[currentStepIdx + 1].key } })
} else {
router.push('/')
}
}
return (
<>
<div className="fixed inset-0 z-1 overflow-hidden">
<OnboardingBackground className="absolute -bottom-3 left-1/2 -translate-x-1/2" />
</div>
{currentStep.group && currentStep.group !== 'account' && (
<OnboardingNavbar steps={steps} currentStep={currentStep} onBack={prev} />
)}
<Transition
key={currentStep.key}
className={classNames('px-6 mb-20 grow z-10')}
appear
show
enter="ease-in duration-100"
enterFrom="opacity-0 translate-y-8"
enterTo="opacity-100 translate-y-0"
leave="ease-in duration-100"
leaveFrom="opacity-100 translate-y-0"
leaveTo="opacity-0 translate-y-8"
>
<StepComponent title={currentStep.title} onNext={next} onPrev={prev} />
</Transition>
</>
)
}
OnboardingPage.getLayout = function getLayout(page: ReactElement) {
return <FullPageLayout>{page}</FullPageLayout>
}
================================================
FILE: apps/client/pages/plans/[planId].tsx
================================================
import type { ReactElement } from 'react'
import {
WithSidebarLayout,
AccountSidebar,
RetirementPlanChart,
PlanEventList,
PlanRangeSelector,
PlanContext,
PlanMenu,
PlanMilestones,
AddPlanScenario,
RetirementMilestoneForm,
} from '@maybe-finance/client/features'
import { useRouter } from 'next/router'
import { useState, useMemo } from 'react'
import {
BlurredContentOverlay,
MainContentOverlay,
useAccountContext,
usePlanApi,
usePopoutContext,
useQueryParam,
useUserAccountContext,
useUserApi,
} from '@maybe-finance/client/shared'
import { Breadcrumb, Button, DialogV2, LoadingSpinner } from '@maybe-finance/design-system'
import { RiAddLine, RiAlertLine, RiLineChartLine } from 'react-icons/ri'
import { DateTime } from 'luxon'
import classNames from 'classnames'
import { DateUtil, NumberUtil, PlanUtil } from '@maybe-finance/shared'
export default function PlanDetailPage() {
const planId = useQueryParam('planId', 'string')!
const router = useRouter()
const { isReady, noAccounts, allAccountsDisabled } = useUserAccountContext()
const { addAccount } = useAccountContext()
const { close: closePopout } = usePopoutContext()
const { usePlan, useUpdatePlan, usePlanProjections, useUpdatePlanTemplate } = usePlanApi()
const { useProfile } = useUserApi()
const plan = usePlan(+planId, { enabled: !!planId })
const projections = usePlanProjections(+planId, { enabled: !!planId })
const userProfile = useProfile()
const updatePlan = useUpdatePlan()
const updatePlanTemplate = useUpdatePlanTemplate()
const [addScenario, setAddScenario] = useState<{ isOpen: boolean; scenarioYear?: number }>({
isOpen: false,
})
const [editMilestoneId, setEditMilestoneId] = useState<number | undefined>()
const [selectedYearRange, setSelectedYearRange] = useState<{ from: number; to: number } | null>(
null
)
const [mode, setMode] = useState<'age' | 'year'>('age')
const retirement = useMemo(() => {
const retirementMilestone = plan.data?.milestones.find(
(m) => m.category === PlanUtil.PlanMilestoneCategory.Retirement
)
if (!retirementMilestone) return null
const projectionIdx = projections.data?.projection.data.findIndex(
(p) => p.values.year === retirementMilestone.year
)
if (!projectionIdx || projectionIdx < 0) return null
const upper = projections.data?.simulations.at(-1)?.simulation.data?.[projectionIdx]
const lower = projections.data?.simulations.at(0)?.simulation.data?.[projectionIdx]
const projection = projections.data?.projection.data?.[projectionIdx]
if (!upper || !lower || !projection) return null
return {
milestone: retirementMilestone,
projection,
upper,
lower,
}
}, [projections.data, plan.data])
// Determines the maximum number of stackable icons that are present on any single year
const maxIconsPerDatum = useMemo(() => {
const eventCounts = projections.data?.projection.data.map(
(datum) => datum.values.events.length + datum.values.milestones.length
)
return eventCounts ? Math.max(...eventCounts) : 4 // default makes room for 4 stacked icons
}, [projections.data?.projection])
const milestones = retirement?.milestone
? [
{
...retirement.milestone,
confidence: PlanUtil.CONFIDENCE_INTERVAL,
upper: retirement.upper.values.netWorth,
lower: retirement.lower.values.netWorth,
},
]
: []
const failureDate = projections.data?.projection.data.find((p) =>
p.values.netWorth.isNegative()
)?.date
if (plan.isError || userProfile.isError) {
return (
<MainContentOverlay
title="Unable to load plan"
actionText="Back home"
onAction={() => {
router.push('/')
}}
>
<p>
We’re having some trouble loading this plan. Please contact us if the
issue persists.
</p>
</MainContentOverlay>
)
}
// Don't render anything until we have a dob to use
if (userProfile.isLoading || plan.isLoading) {
return (
<div className="absolute w-full h-full flex flex-col items-center justify-center">
<LoadingSpinner />
</div>
)
}
const planData = plan.data
const user = userProfile.data
const userAge = DateUtil.dobToAge(user.dob) ?? PlanUtil.DEFAULT_AGE
const planStartYear = DateTime.now().year
const planEndYear = DateUtil.ageToYear(
plan.data?.lifeExpectancy ?? PlanUtil.DEFAULT_LIFE_EXPECTANCY,
userAge
)
const selectedStartYear = selectedYearRange?.from ?? planStartYear
const selectedEndYear = selectedYearRange?.to ?? planEndYear
const projectionEndData = projections.data?.projection.data.find(
(p) => p.values.year === selectedEndYear
)
const insufficientData = isReady && (noAccounts || allAccountsDisabled)
return (
<div className={classNames('relative', insufficientData && 'max-h-full')}>
<PlanContext.Provider
value={{
userAge,
planStartYear,
planEndYear,
milestones,
}}
>
<div className="flex items-center justify-between mb-5">
<Breadcrumb.Group>
<Breadcrumb href="/plans">Plans</Breadcrumb>
<Breadcrumb>{planData.name}</Breadcrumb>
</Breadcrumb.Group>
<PlanMenu plan={planData} />
</div>
<h3 className="max-w-lg">
At this rate, you‘ll have
{retirement?.projection.values.netWorth ? (
` ${NumberUtil.format(
retirement?.projection.values.netWorth,
'short-currency'
)} by ${retirement.milestone.year}`
) : projectionEndData ? (
` ${NumberUtil.format(
projectionEndData.values.netWorth,
'short-currency'
)} by ${DateTime.fromISO(projectionEndData.date).year}`
) : (
<span className="animate-pulse">...</span>
)}
</h3>
{failureDate != null && (
<div className="bg-red bg-opacity-10 rounded px-4 py-2 my-4 flex items-center gap-3 text-red">
<RiAlertLine size={18} className="shrink-0" />
<p className="text-base">
Your plan is failing. This usually means that your current expenses
exceed your income. To fix this, please edit your income and expense
events.
</p>
</div>
)}
{/* Range selector */}
<div className="mt-4">
<PlanRangeSelector
fromYear={selectedStartYear}
toYear={selectedEndYear}
onChange={(range) => setSelectedYearRange(range)}
mode={mode}
onModeChange={setMode}
/>
</div>
{/* Chart area */}
<div className="mt-4 mb-7 h-[450px]">
<RetirementPlanChart
isLoading={projections.isLoading || projections.isRefetching}
isError={projections.isError}
data={projections.data}
dateRange={{
start: DateTime.fromObject({ year: selectedStartYear }),
end: DateTime.fromObject({ year: selectedEndYear }),
}}
retirement={retirement}
onAddEvent={(date) => {
setAddScenario({
isOpen: true,
scenarioYear: DateTime.fromISO(date).year,
})
}}
maxStackCount={maxIconsPerDatum}
failsEarly={failureDate != null}
mode={mode}
/>
</div>
<div className="flex items-center justify-between">
<h5 className="uppercase">Milestones</h5>
<Button
className="py-1 px-[8px]" // override default size
leftIcon={<RiAddLine className="w-5 h-5" />}
onClick={() => setAddScenario({ isOpen: true })}
>
New
</Button>
</div>
{/* TODO: Once we add the ability to create multiple, arbitrary milestones, we will need to update this data array */}
<PlanMilestones
isLoading={projections.isLoading || plan.isLoading}
onAdd={() => setAddScenario({ isOpen: true })}
onEdit={(id) => setEditMilestoneId(id)}
onDelete={(id) => {
updatePlan.mutate({
id: planData.id,
data: {
milestones: {
delete: [id],
},
},
})
}}
milestones={milestones}
events={plan.data?.events ?? []}
/>
{/* TODO - this will eventually need to be a switch statement to determine which form to open based on the milestone type */}
{plan.data && (
<DialogV2
open={editMilestoneId !== undefined}
title="Retirement"
onClose={() => setEditMilestoneId(undefined)}
>
<RetirementMilestoneForm
mode="update"
defaultValues={{
age: DateUtil.yearToAge(
planData.milestones.find(
(m) =>
m.category === PlanUtil.PlanMilestoneCategory.Retirement
)?.year ?? PlanUtil.RETIREMENT_MILESTONE_AGE,
userAge
),
}}
onSubmit={async (data) => {
await updatePlan.mutateAsync({
id: planData.id,
data: {
milestones: {
update: [
{
id: editMilestoneId,
data: { type: 'year', year: data.year },
},
],
},
},
})
setEditMilestoneId(undefined)
}}
/>
</DialogV2>
)}
{plan.data && (
<AddPlanScenario
plan={planData}
isOpen={addScenario.isOpen}
scenarioYear={
addScenario.scenarioYear ??
retirement?.projection.values.year ??
DateUtil.ageToYear(
PlanUtil.RETIREMENT_MILESTONE_AGE,
userAge ?? PlanUtil.DEFAULT_AGE
)
}
onClose={() => setAddScenario({ isOpen: false })}
onSubmit={async (data) => {
switch (data.scenario) {
case 'retirement': {
const { year, monthlySpending } = data.data
await updatePlanTemplate.mutateAsync({
id: planData.id,
data: {
type: 'retirement',
data: {
retirementYear: year,
annualRetirementExpenses: monthlySpending * -12,
},
},
})
break
}
case 'income':
case 'expense': {
await updatePlan.mutateAsync({
id: planData.id,
data: {
events: {
create: [data.data],
},
},
})
closePopout()
break
}
default: {
throw new Error('Scenario handler not implemented')
}
}
setAddScenario({ isOpen: false })
}}
/>
)}
{/* Income/Expense Events */}
<PlanEventList
className="mt-16"
isLoading={projections.isLoading}
events={planData.events}
projection={projections.data?.projection}
onCreate={(data) => {
updatePlan.mutate({
id: planData.id,
data: {
events: {
create: [data],
},
},
})
}}
onUpdate={(id, data) => {
updatePlan.mutate({
id: planData.id,
data: {
events: {
update: [{ id, data }],
},
},
})
}}
onDelete={(id) => {
updatePlan.mutate({
id: planData.id,
data: {
events: {
delete: [id],
},
},
})
}}
/>
{insufficientData && (
<BlurredContentOverlay icon={RiLineChartLine} title="Not enough data">
<p>
You haven’t added enough assets or debts yet to be able to
generate a plan. Once you do, you’ll be able to see your plan and
test different parameters.
</p>
<Button
className="w-full mt-6"
onClick={addAccount}
data-testid="not-enough-data-add-account-button"
>
Add account
</Button>
</BlurredContentOverlay>
)}
</PlanContext.Provider>
</div>
)
}
PlanDetailPage.getLayout = function getLayout(page: ReactElement) {
return <WithSidebarLayout sidebar={<AccountSidebar />}>{page}</WithSidebarLayout>
}
================================================
FILE: apps/client/pages/plans/create.tsx
================================================
import type { ReactElement } from 'react'
import { useRouter } from 'next/router'
import { WithSidebarLayout, AccountSidebar, NewPlanForm } from '@maybe-finance/client/features'
import { usePlanApi } from '@maybe-finance/client/shared'
export default function CreatePlanPage() {
const { useCreatePlan } = usePlanApi()
const createPlan = useCreatePlan()
const router = useRouter()
return (
<div>
<h3 className="mb-6">New plan</h3>
<div className="max-w-sm">
<NewPlanForm
initialValues={{
name: 'Retirement',
lifeExpectancy: 85,
}}
onSubmit={async (data) => {
const plan = await createPlan.mutateAsync(data)
router.push(`/plans/${plan.id}`)
}}
/>
</div>
</div>
)
}
CreatePlanPage.getLayout = function getLayout(page: ReactElement) {
return <WithSidebarLayout sidebar={<AccountSidebar />}>{page}</WithSidebarLayout>
}
================================================
FILE: apps/client/pages/plans/index.tsx
================================================
import type { ReactElement } from 'react'
import { useEffect } from 'react'
import { WithSidebarLayout, AccountSidebar } from '@maybe-finance/client/features'
import { LoadingSpinner } from '@maybe-finance/design-system'
import { usePlanApi } from '@maybe-finance/client/shared'
import { useRouter } from 'next/router'
export default function PlansPage() {
const { usePlans } = usePlanApi()
const plans = usePlans()
const router = useRouter()
useEffect(() => {
if (plans.data) {
router.push(`/plans/${plans.data.plans[0].id}`)
}
}, [plans.data, router])
if (plans.isLoading) {
return (
<div className="absolute inset-0 flex items-center justify-center h-full">
<LoadingSpinner />
</div>
)
}
/** @todo add back UI when users are able to manage plans */
return (
<></>
// <div className="h-full flex flex-col items-center justify-center">
// <h4 className="mb-2">No plans yet</h4>
// <div className="text-base text-gray-100 max-w-sm text-center mb-4">
// There are no plans yet. Start by creating a new one or start with sample data to get
// a preview.
// </div>
// <div className="flex space-x-3">
// <Link href="/plans/sample">
// <Button as="a" variant="secondary">
// Use sample data
// </Button>
// </Link>
// <Link href="/plans/create">
// <Button as="a" leftIcon={<RiAddLine className="w-5 h-5" />}>
// Create new plan
// </Button>
// </Link>
// </div>
// </div>
)
}
PlansPage.getLayout = function getLayout(page: ReactElement) {
return <WithSidebarLayout sidebar={<AccountSidebar />}>{page}</WithSidebarLayout>
}
================================================
FILE: apps/client/pages/register.tsx
================================================
import { useState, type ReactElement } from 'react'
import { Input, InputPassword, Button } from '@maybe-finance/design-system'
import {
FullPageLayout,
UserDevTools,
completedOnboarding,
onboardedProfile,
} from '@maybe-finance/client/features'
import { signIn, useSession } from 'next-auth/react'
import { useRouter } from 'next/router'
import { useEffect } from 'react'
import Script from 'next/script'
import Link from 'next/link'
import { useUserApi } from '@maybe-finance/client/shared'
export default function RegisterPage() {
const [firstName, setFirstName] = useState('')
const [lastName, setLastName] = useState('')
const [email, setEmail] = useState('')
const [password, setPassword] = useState('')
const [isValid, setIsValid] = useState(false)
const [errorMessage, setErrorMessage] = useState<string | null>(null)
const [isLoading, setIsLoading] = useState(false)
const [isAdmin, setIsAdmin] = useState<boolean>(false)
const [isOnboarded, setIsOnboarded] = useState<boolean>(false)
const { useUpdateOnboarding, useUpdateProfile } = useUserApi()
const { data: session } = useSession()
const router = useRouter()
const updateOnboarding = useUpdateOnboarding()
const updateProfile = useUpdateProfile()
useEffect(() => {
if (session) router.push('/')
}, [session, router])
const onSubmit = async (e: React.FormEvent<HTMLFormElement>) => {
e.preventDefault()
setErrorMessage(null)
setFirstName('')
setLastName('')
setEmail('')
setPassword('')
setIsLoading(true)
const response = await signIn('credentials', {
email,
password,
firstName,
lastName,
role: isAdmin ? 'admin' : 'user',
redirect: false,
})
if (isOnboarded && response?.ok) {
await updateProfile.mutateAsync(onboardedProfile)
await updateOnboarding.mutateAsync(completedOnboarding)
}
if (response && response.error) {
setErrorMessage(response.error)
setIsLoading(false)
}
}
return (
<>
<Script
src="https://cdnjs.cloudflare.com/ajax/libs/zxcvbn/4.4.2/zxcvbn.js"
strategy="lazyOnload"
/>
<div className="absolute inset-0 flex flex-col items-center justify-center">
<div className="p-px w-96 bg-white bg-opacity-10 card-light rounded-3xl radial-gradient-background">
<div className="bg-black bg-opacity-75 p-8 rounded-3xl w-full h-full items-center flex flex-col radial-gradient-background-dark">
<img
className="mb-8"
src="/assets/maybe-box.svg"
alt="Maybe Finance Logo"
height={120}
width={120}
/>
<form className="space-y-4 w-full px-4" onSubmit={onSubmit}>
<Input
type="text"
name="firstName"
label="First name"
value={firstName}
onChange={(e) => setFirstName(e.currentTarget.value)}
/>
<Input
type="text"
name="lastName"
label="Last name"
value={lastName}
onChange={(e) => setLastName(e.currentTarget.value)}
/>
<Input
type="text"
name="email"
label="Email"
value={email}
onChange={(e) => setEmail(e.currentTarget.value)}
/>
<InputPassword
autoComplete="password"
name="password"
label="Password"
value={password}
showPasswordRequirements={!isValid}
onValidityChange={(checks) => {
const passwordValid =
checks.filter((c) => !c.isValid).length === 0
setIsValid(passwordValid)
}}
onChange={(e: React.ChangeEvent<HTMLInputElement>) =>
setPassword(e.target.value)
}
/>
{errorMessage && password.length === 0 ? (
<div className="py-1 text-center text-red text-sm">
{errorMessage}
</div>
) : null}
<UserDevTools
isAdmin={isAdmin}
setIsAdmin={setIsAdmin}
isOnboarded={isOnboarded}
setIsOnboarded={setIsOnboarded}
/>
<Button
type="submit"
fullWidth
disabled={!isValid}
variant={isValid ? 'primary' : 'secondary'}
isLoading={isLoading}
>
Register
</Button>
<div className="text-sm text-gray-50 text-center">
<div>
Already have an account?{' '}
<Link
className="hover:text-cyan-400 underline font-medium"
href="/login"
>
Sign in
</Link>
</div>
</div>
</form>
</div>
</div>
</div>
</>
)
}
RegisterPage.getLayout = function getLayout(page: ReactElement) {
return <FullPageLayout>{page}</FullPageLayout>
}
RegisterPage.isPublic = true
================================================
FILE: apps/client/pages/settings.tsx
================================================
import type { ReactElement } from 'react'
import { useQueryParam } from '@maybe-finance/client/shared'
import {
AccountSidebar,
BillingPreferences,
SecurityPreferences,
UserDetails,
WithSidebarLayout,
} from '@maybe-finance/client/features'
import { Tab } from '@maybe-finance/design-system'
import { useRouter } from 'next/router'
import Script from 'next/script'
export default function SettingsPage() {
const router = useRouter()
const tabs = ['details', 'notifications', 'security', 'documents', 'billing']
const currentTab = useQueryParam('tab', 'string')
return (
<>
<Script
src="https://cdnjs.cloudflare.com/ajax/libs/zxcvbn/4.4.2/zxcvbn.js"
strategy="lazyOnload"
/>
<section className="space-y-4">
<h3>Settings</h3>
<Tab.Group
onChange={(idx) => {
router.replace({ query: { tab: tabs[idx] } })
}}
selectedIndex={tabs.findIndex((tab) => tab === currentTab)}
>
<Tab.List>
<Tab>Details</Tab>
<Tab>Security</Tab>
{process.env.STRIPE_API_KEY && <Tab>Billing</Tab>}
</Tab.List>
<Tab.Panels>
<Tab.Panel>
<UserDetails />
</Tab.Panel>
<Tab.Panel>
<div className="mt-6 max-w-lg">
<SecurityPreferences />
</div>
</Tab.Panel>
{process.env.STRIPE_API_KEY && (
<Tab.Panel>
<BillingPreferences />
</Tab.Panel>
)}
</Tab.Panels>
</Tab.Group>
</section>
</>
)
}
SettingsPage.getLayout = function getLayout(page: ReactElement) {
return <WithSidebarLayout sidebar={<AccountSidebar />}>{page}</WithSidebarLayout>
}
================================================
FILE: apps/client/pages/upgrade.tsx
================================================
import { UpgradeTakeover } from '@maybe-finance/client/features'
import { useUserApi } from '@maybe-finance/client/shared'
import { useRouter } from 'next/router'
export default function UpgradePage() {
const router = useRouter()
const { useSubscription } = useUserApi()
const subscription = useSubscription()
return (
<UpgradeTakeover
open
onClose={() =>
router.push(
!subscription.data || subscription.data?.subscribed
? '/'
: '/settings?tab=billing'
)
}
/>
)
}
================================================
FILE: apps/client/postcss.config.js
================================================
module.exports = {
plugins: {
tailwindcss: { config: './apps/client/tailwind.config.js' },
autoprefixer: {},
},
}
================================================
FILE: apps/client/public/.gitkeep
================================================
================================================
FILE: apps/client/public/__appenv.js
================================================
window.__appenv = {}
================================================
FILE: apps/client/public/assets/browserconfig.xml
================================================
<!-- This is just another favicon config for Windows OS, generated by https://realfavicongenerator.net/ -->
<?xml version="1.0" encoding="utf-8"?>
<browserconfig>
<msapplication>
<tile>
<square150x150logo src="/mstile-150x150.png"/>
<TileColor>#da532c</TileColor>
</tile>
</msapplication>
</browserconfig>
================================================
FILE: apps/client/public/assets/site.webmanifest
================================================
{
"name": "Maybe",
"short_name": "Maybe",
"description": "Modern day financial planning & wealth management",
"icons": [
{
"src": "/android-chrome-192x192.png",
"sizes": "192x192",
"type": "image/png"
},
{
"src": "/android-chrome-512x512.png",
"sizes": "512x512",
"type": "image/png"
}
],
"theme_color": "#242629",
"background_color": "#242629",
"display": "standalone"
}
================================================
FILE: apps/client/stories/404.stories.tsx
================================================
import React from 'react'
import type { Story, Meta } from '@storybook/react'
import Page404 from '../pages/404'
export default {
title: 'pages/Page404',
component: Page404,
} as Meta
export const Default: Story = () => <Page404 />
================================================
FILE: apps/client/styles.css
================================================
@tailwind base;
@tailwind components;
@tailwind utilities;
/* https://tailwindcss.com/docs/adding-base-styles#using-css */
@layer base {
@font-face {
font-family: 'Monument Extended';
font-weight: 100;
src: url('/assets/fonts/monument/MonumentExtended-Thin.woff2') format('woff2');
}
@font-face {
font-family: 'Monument Extended';
font-weight: 200;
src: url('/assets/fonts/monument/MonumentExtended-Light.woff2') format('woff2');
}
@font-face {
font-family: 'Monument Extended';
font-weight: 300;
src: url('/assets/fonts/monument/MonumentExtended-Book.woff2') format('woff2');
}
@font-face {
font-family: 'Monument Extended';
font-weight: 400;
src: url('/assets/fonts/monument/MonumentExtended-Regular.woff2') format('woff2');
}
@font-face {
font-family: 'Monument Extended';
font-weight: 500;
src: url('/assets/fonts/monument/MonumentExtended-Medium.woff2') format('woff2');
}
@font-face {
font-family: 'Monument Extended';
font-weight: 700;
src: url('/assets/fonts/monument/MonumentExtended-Bold.woff2') format('woff2');
}
@font-face {
font-family: 'Monument Extended';
font-weight: 800;
src: url('/assets/fonts/monument/MonumentExtended-Black.woff2') format('woff2');
}
@font-face {
font-family: 'Monument Extended';
font-weight: 900;
src: url('/assets/fonts/monument/MonumentExtended-Heavy.woff2') format('woff2');
}
@font-face {
font-family: 'Inter';
src: url('/assets/fonts/inter/Inter-Variable.woff2') format('woff2-variations');
font-weight: 100 900;
}
body {
@apply text-white bg-black;
overflow: hidden;
}
input {
outline: 0;
}
/* This prevents inputs from having a white background when user autofills them
TODO: Move this into design system
https://stackoverflow.com/a/41148494 */
input:-webkit-autofill,
input:-webkit-autofill:hover,
input:-webkit-autofill:focus {
border: none !important;
caret-color: white !important;
-webkit-text-fill-color: white !important;
-webkit-box-shadow: 0 0 0px 1000px transparent inset !important;
transition: background-color 5000s ease-in-out 0s;
}
h1 {
@apply text-5xl font-bold font-display;
}
h2 {
@apply text-4xl font-bold font-display;
}
h3 {
@apply text-3xl font-bold font-display;
}
h4 {
@apply text-2xl font-bold font-display;
}
h5 {
@apply text-lg font-bold font-display;
}
h6 {
@apply text-base font-bold font-display;
}
.scrollbar-none {
overflow: -moz-scrollbars-none;
}
.scrollbar-none::-webkit-scrollbar {
width: 0 !important;
}
.custom-gray-scroll::-webkit-scrollbar {
height: 14px;
width: 14px;
}
.custom-gray-scroll::-webkit-scrollbar-thumb {
border: 4px solid rgba(0, 0, 0, 0);
background-clip: content-box;
@apply bg-gray-200 rounded-full;
}
.custom-gray-scroll {
overflow: overlay !important;
}
@-moz-document url-prefix() {
.custom-gray-scroll {
overflow: auto !important;
}
}
.show-on-hover-custom-gray-scroll::-webkit-scrollbar {
height: 14px;
width: 14px;
}
.show-on-hover-custom-gray-scroll::-webkit-scrollbar-thumb {
border: 4px solid rgba(0, 0, 0, 0);
background-clip: content-box;
@apply bg-transparent rounded-full;
}
.show-on-hover-custom-gray-scroll {
overflow: overlay !important;
}
.show-on-hover-custom-gray-scroll:hover::-webkit-scrollbar-thumb {
@apply bg-gray-200;
}
@-moz-document url-prefix() {
.show-on-hover-custom-gray-scroll {
overflow: auto !important;
}
}
}
/* tiptap / prosemirror customization */
.ProseMirror:focus {
outline: none;
}
.ProseMirror p.placeholder:first-child::before {
content: attr(data-placeholder);
float: left;
height: 0;
pointer-events: none;
}
.radial-gradient-background {
background-image: radial-gradient(
60% 200% at 50% 50%,
rgba(67, 97, 238, 0.5) 0%,
transparent 100%
);
}
.radial-gradient-background-dark {
background-image: radial-gradient(
100% 100% at clamp(20%, calc(30% + var(--mx) * 0.05), 40%)
clamp(50%, calc(50% + var(--my) * 0.05), 60%),
#4361ee33 0%,
#16161af4 120%
);
}
================================================
FILE: apps/client/tailwind.config.js
================================================
const { join } = require('path')
const merge = require('lodash/fp/merge')
// https://blog.nrwl.io/setup-next-js-to-use-tailwind-with-nx-849b7e21d8d0
const { createGlobPatternsForDependencies } = require('@nrwl/next/tailwind')
// TODO: Figure out how to simplify this import with scope
const designSystemConfig = require(__dirname + '/../../libs/design-system/tailwind.config.js')
module.exports = merge(designSystemConfig, {
content: [
join(__dirname, 'pages/**/*.{js,ts,jsx,tsx}'),
join(__dirname, 'components/**/*.{js,ts,jsx,tsx}'),
...createGlobPatternsForDependencies(__dirname, '/**/!(*.stories|*.spec).{tsx,ts,jsx,js}'),
],
theme: {
extend: {
transitionProperty: {
width: 'width',
},
keyframes: {
wave: {
'0%, 100%': { transform: 'rotate(0deg)' },
'50%': { transform: 'rotate(20deg)' },
},
float: {
from: { transform: 'rotate(0deg) translateX(2px) rotate(0deg)' },
to: { transform: 'rotate(360deg) translateX(2px) rotate(-360deg)' },
},
},
animation: {
wave: '3 wave 0.6s ease-in-out',
float: 'float 4s infinite linear',
},
typography: () => {
const { white, gray, cyan } = designSystemConfig.theme.colors
return {
light: {
css: {
'--tw-prose-body': white,
'--tw-prose-headings': white,
'--tw-prose-lead': white,
'--tw-prose-links': cyan['600'],
'--tw-prose-bold': white,
'--tw-prose-counters': white,
'--tw-prose-bullets': gray['50'],
'--tw-prose-hr': gray['500'],
'--tw-prose-quotes': gray['50'],
'--tw-prose-quote-borders': gray['50'],
'--tw-prose-captions': white,
'--tw-prose-code': gray['200'],
'--tw-prose-pre-code': gray['100'],
'--tw-prose-pre-bg': gray['600'],
'--tw-prose-th-borders': gray['50'],
'--tw-prose-td-borders': gray['50'],
'--tw-prose-invert-body': white,
'--tw-prose-invert-headings': white,
'--tw-prose-invert-lead': white,
'--tw-prose-invert-links': cyan['600'],
'--tw-prose-invert-bold': white,
'--tw-prose-invert-counters': white,
'--tw-prose-invert-bullets': gray['50'],
'--tw-prose-invert-hr': gray['500'],
'--tw-prose-invert-quotes': gray['50'],
'--tw-prose-invert-quote-borders': gray['50'],
'--tw-prose-invert-captions': white,
'--tw-prose-invert-code': gray['200'],
'--tw-prose-invert-pre-code': gray['100'],
'--tw-prose-invert-pre-bg': gray['600'],
'--tw-prose-invert-th-borders': gray['50'],
'--tw-prose-invert-td-borders': gray['50'],
},
},
}
},
},
},
plugins: [require('@tailwindcss/forms'), require('@tailwindcss/typography')],
})
================================================
FILE: apps/client/tsconfig.json
================================================
{
"extends": "../../tsconfig.base.json",
"compilerOptions": {
"jsx": "preserve",
"allowJs": true,
"esModuleInterop": true,
"allowSyntheticDefaultImports": true,
"types": ["node", "jest"],
"strict": false,
"strictNullChecks": true,
"forceConsistentCasingInFileNames": true,
"noEmit": true,
"resolveJsonModule": true,
"isolatedModules": true,
"incremental": true,
"plugins": [
{
"name": "next"
}
]
},
"include": [
"**/*.ts",
"**/*.tsx",
"**/*.js",
"**/*.jsx",
"next-env.d.ts",
".next/types/**/*.ts"
],
"exclude": ["node_modules", "jest.config.ts"]
}
================================================
FILE: apps/client/tsconfig.spec.json
================================================
{
"extends": "./tsconfig.json",
"compilerOptions": {
"outDir": "../../dist/out-tsc",
"module": "commonjs",
"types": ["jest", "node"],
"jsx": "react"
},
"include": [
"**/*.spec.ts",
"**/*.test.ts",
"**/*.spec.tsx",
"**/*.test.tsx",
"**/*.spec.js",
"**/*.test.js",
"**/*.spec.jsx",
"**/*.test.jsx",
"**/*.d.ts"
]
}
================================================
FILE: apps/e2e/.eslintrc.json
================================================
{
"extends": ["plugin:cypress/recommended", "../../.eslintrc.json"],
"ignorePatterns": ["!**/*"],
"overrides": [
{
"files": ["*.ts", "*.tsx", "*.js", "*.jsx"],
"rules": {}
},
{
"files": ["src/plugins/index.js"],
"rules": {
"@typescript-eslint/no-var-requires": "off",
"no-undef": "off"
}
}
]
}
================================================
FILE: apps/e2e/cypress.config.ts
================================================
import { defineConfig } from 'cypress'
import { nxE2EPreset } from '@nrwl/cypress/plugins/cypress-preset'
export default defineConfig({
e2e: {
...nxE2EPreset(__dirname),
video: false,
screenshotsFolder: '../../dist/cypress/apps/e2e/screenshots',
viewportWidth: 1280,
viewportHeight: 720,
baseUrl: 'http://localhost:4200',
env: {
API_URL: 'http://localhost:3333/v1',
NEXTAUTH_SECRET: process.env.NEXTAUTH_SECRET,
NEXT_PUBLIC_NEXTAUTH_URL: 'http://localhost:4200',
NEXTAUTH_URL: process.env.NEXTAUTH_URL,
STRIPE_WEBHOOK_SECRET: 'REPLACE_THIS',
STRIPE_CUSTOMER_ID: 'REPLACE_THIS',
STRIPE_SUBSCRIPTION_ID: 'REPLACE_THIS',
},
specPattern: 'src/e2e/**/*.cy.{js,jsx,ts,tsx}',
supportFile: 'src/support/e2e.ts',
fixturesFolder: './src/fixtures',
setupNodeEvents(on, config) {
on('task', {
log(message) {
console.log(message)
return null
},
})
},
},
})
================================================
FILE: apps/e2e/src/e2e/accounts.cy.ts
================================================
import { DateTime } from 'luxon'
const assertSidebarAccounts = (expectedRows: [string, string][]) => {
cy.getByTestId('account-accordion-row', { timeout: 60000 }).each((row, index) => {
cy.wrap(row)
.find('[data-testid="account-accordion-row-name"]', { timeout: 60000 })
.should('contain.text', expectedRows[index][0])
cy.wrap(row)
.find('[data-testid="account-accordion-row-balance"]', { timeout: 60000 })
.should('contain.text', expectedRows[index][1])
})
}
function openEditAccountModal() {
cy.getByTestId('account-menu').within(() => {
cy.getByTestId('account-menu-btn').click()
cy.contains('Edit').click()
})
}
describe('Accounts', () => {
it('should interpolate and display manual vehicle account data', () => {
cy.getByTestId('add-account-button').click()
cy.contains('h4', 'Add account')
cy.getByTestId('vehicle-form-add-account').click()
cy.contains('h4', 'Add vehicle')
// Details
cy.get('input[name="make"]').type('Tesla')
cy.get('input[name="model"]').type('Model 3')
cy.get('input[name="year"]').type('2022')
// Purchase date
cy.get('input[name="startDate"]')
.clear()
.type(DateTime.now().minus({ months: 1 }).toFormat('MMddyyyy'))
// Valuation
cy.get('input[n
gitextract_0nt4pr3f/ ├── .dockerignore ├── .editorconfig ├── .eslintrc.json ├── .github/ │ ├── ISSUE_TEMPLATE/ │ │ ├── bug_report.md │ │ └── feature-request-or-improvement.md │ └── workflows/ │ └── docker-publish.yml ├── .gitignore ├── .husky/ │ └── pre-commit ├── .prettierignore ├── .prettierrc ├── .storybook/ │ ├── main.js │ └── tsconfig.json ├── .vscode/ │ ├── extensions.json │ ├── launch.json │ └── settings.json ├── CONTRIBUTING.md ├── LICENSE ├── README.md ├── apps/ │ ├── .gitkeep │ ├── client/ │ │ ├── .babelrc.json │ │ ├── .eslintrc.json │ │ ├── .storybook/ │ │ │ ├── main.js │ │ │ ├── manager.js │ │ │ ├── preview.js │ │ │ ├── theme.js │ │ │ └── tsconfig.json │ │ ├── Dockerfile │ │ ├── components/ │ │ │ ├── APM.tsx │ │ │ ├── Maintenance.stories.tsx │ │ │ ├── Maintenance.tsx │ │ │ ├── Meta.tsx │ │ │ └── account-views/ │ │ │ ├── DefaultView.tsx │ │ │ ├── InvestmentView.tsx │ │ │ ├── LoanView.tsx │ │ │ └── index.ts │ │ ├── env.sh │ │ ├── env.ts │ │ ├── jest.config.ts │ │ ├── next-env.d.ts │ │ ├── next.config.js │ │ ├── pages/ │ │ │ ├── 404.tsx │ │ │ ├── _app.tsx │ │ │ ├── _document.tsx │ │ │ ├── accounts/ │ │ │ │ ├── [accountId].tsx │ │ │ │ └── index.tsx │ │ │ ├── api/ │ │ │ │ ├── auth/ │ │ │ │ │ └── [...nextauth].ts │ │ │ │ └── card.tsx │ │ │ ├── card/ │ │ │ │ └── [id].tsx │ │ │ ├── data-editor.tsx │ │ │ ├── index.tsx │ │ │ ├── login.tsx │ │ │ ├── onboarding.tsx │ │ │ ├── plans/ │ │ │ │ ├── [planId].tsx │ │ │ │ ├── create.tsx │ │ │ │ └── index.tsx │ │ │ ├── register.tsx │ │ │ ├── settings.tsx │ │ │ └── upgrade.tsx │ │ ├── postcss.config.js │ │ ├── public/ │ │ │ ├── .gitkeep │ │ │ ├── __appenv.js │ │ │ └── assets/ │ │ │ ├── browserconfig.xml │ │ │ └── site.webmanifest │ │ ├── stories/ │ │ │ └── 404.stories.tsx │ │ ├── styles.css │ │ ├── tailwind.config.js │ │ ├── tsconfig.json │ │ └── tsconfig.spec.json │ ├── e2e/ │ │ ├── .eslintrc.json │ │ ├── cypress.config.ts │ │ ├── src/ │ │ │ ├── e2e/ │ │ │ │ ├── accounts.cy.ts │ │ │ │ ├── auth.cy.ts │ │ │ │ └── subscription.cy.ts │ │ │ ├── fixtures/ │ │ │ │ └── stripe/ │ │ │ │ ├── checkoutSessionCompleted.ts │ │ │ │ ├── customerSubscriptionCreated.ts │ │ │ │ ├── customerSubscriptionDeleted.ts │ │ │ │ └── index.ts │ │ │ └── support/ │ │ │ ├── commands.ts │ │ │ ├── e2e.ts │ │ │ └── index.ts │ │ └── tsconfig.json │ ├── server/ │ │ ├── .eslintrc.json │ │ ├── Dockerfile │ │ ├── jest.config.ts │ │ ├── src/ │ │ │ ├── app/ │ │ │ │ ├── __tests__/ │ │ │ │ │ ├── account.integration.spec.ts │ │ │ │ │ ├── balance-sync.integration.spec.ts │ │ │ │ │ ├── connection.integration.spec.ts │ │ │ │ │ ├── insights.integration.spec.ts │ │ │ │ │ ├── net-worth.integration.spec.ts │ │ │ │ │ ├── prisma.integration.spec.ts │ │ │ │ │ ├── stripe.integration.spec.ts │ │ │ │ │ ├── test-data/ │ │ │ │ │ │ ├── portfolio-1/ │ │ │ │ │ │ │ ├── holdings.csv │ │ │ │ │ │ │ ├── securities.csv │ │ │ │ │ │ │ └── transactions.csv │ │ │ │ │ │ └── portfolio-2/ │ │ │ │ │ │ ├── holdings.csv │ │ │ │ │ │ ├── securities.csv │ │ │ │ │ │ └── transactions.csv │ │ │ │ │ └── utils/ │ │ │ │ │ ├── account.ts │ │ │ │ │ ├── axios.ts │ │ │ │ │ ├── csv.ts │ │ │ │ │ ├── server.ts │ │ │ │ │ └── user.ts │ │ │ │ ├── admin/ │ │ │ │ │ └── views/ │ │ │ │ │ ├── pages/ │ │ │ │ │ │ ├── dashboard.ejs │ │ │ │ │ │ └── index.ejs │ │ │ │ │ └── partials/ │ │ │ │ │ └── head.ejs │ │ │ │ ├── app.ts │ │ │ │ ├── lib/ │ │ │ │ │ ├── ability.ts │ │ │ │ │ ├── email.ts │ │ │ │ │ ├── endpoint.ts │ │ │ │ │ ├── logger.ts │ │ │ │ │ ├── prisma.ts │ │ │ │ │ ├── stripe.ts │ │ │ │ │ ├── teller.ts │ │ │ │ │ ├── types.ts │ │ │ │ │ └── webhook.ts │ │ │ │ ├── middleware/ │ │ │ │ │ ├── auth-error-handler.ts │ │ │ │ │ ├── dev-only.ts │ │ │ │ │ ├── error-handler.ts │ │ │ │ │ ├── identify-user.ts │ │ │ │ │ ├── index.ts │ │ │ │ │ ├── maintenance.ts │ │ │ │ │ ├── superjson.ts │ │ │ │ │ ├── validate-auth-jwt.ts │ │ │ │ │ └── validate-teller-signature.ts │ │ │ │ ├── routes/ │ │ │ │ │ ├── account-rollup.router.ts │ │ │ │ │ ├── accounts.router.ts │ │ │ │ │ ├── admin.router.ts │ │ │ │ │ ├── connections.router.ts │ │ │ │ │ ├── e2e.router.ts │ │ │ │ │ ├── holdings.router.ts │ │ │ │ │ ├── index.ts │ │ │ │ │ ├── institutions.router.ts │ │ │ │ │ ├── plans.router.ts │ │ │ │ │ ├── public.router.ts │ │ │ │ │ ├── securities.router.ts │ │ │ │ │ ├── teller.router.ts │ │ │ │ │ ├── tools.router.ts │ │ │ │ │ ├── transactions.router.ts │ │ │ │ │ ├── users.router.ts │ │ │ │ │ ├── valuations.router.ts │ │ │ │ │ └── webhooks.router.ts │ │ │ │ └── trpc.ts │ │ │ ├── assets/ │ │ │ │ ├── script.js │ │ │ │ └── styles.css │ │ │ ├── env.ts │ │ │ ├── environments/ │ │ │ │ ├── environment.prod.ts │ │ │ │ └── environment.ts │ │ │ └── main.ts │ │ ├── tsconfig.app.json │ │ ├── tsconfig.json │ │ └── tsconfig.spec.json │ └── workers/ │ ├── .eslintrc.json │ ├── Dockerfile │ ├── jest.config.ts │ ├── src/ │ │ ├── app/ │ │ │ ├── __tests__/ │ │ │ │ ├── helpers/ │ │ │ │ │ └── user.test-helper.ts │ │ │ │ ├── queue.integration.spec.ts │ │ │ │ ├── security-sync.integration.spec.ts │ │ │ │ └── teller.integration.spec.ts │ │ │ ├── lib/ │ │ │ │ ├── di.ts │ │ │ │ ├── email.ts │ │ │ │ ├── logger.ts │ │ │ │ ├── prisma.ts │ │ │ │ ├── stripe.ts │ │ │ │ └── teller.ts │ │ │ └── services/ │ │ │ ├── bull-queue-event-handler.ts │ │ │ ├── index.ts │ │ │ └── worker-error.service.ts │ │ ├── assets/ │ │ │ └── .gitkeep │ │ ├── env.ts │ │ ├── environments/ │ │ │ ├── environment.prod.ts │ │ │ └── environment.ts │ │ ├── main.ts │ │ └── utils.ts │ ├── tsconfig.app.json │ ├── tsconfig.json │ └── tsconfig.spec.json ├── babel.config.json ├── custom-express.d.ts ├── docker-compose.test.yml ├── docker-compose.yml ├── jest.config.ts ├── jest.preset.js ├── libs/ │ ├── .gitkeep │ ├── client/ │ │ ├── features/ │ │ │ ├── .babelrc │ │ │ ├── .eslintrc.json │ │ │ ├── jest.config.ts │ │ │ ├── src/ │ │ │ │ ├── account/ │ │ │ │ │ ├── AccountMenu.tsx │ │ │ │ │ ├── AccountsSidebar.tsx │ │ │ │ │ ├── PageTitle.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── accounts-list/ │ │ │ │ │ ├── Account.tsx │ │ │ │ │ ├── AccountDevTools.tsx │ │ │ │ │ ├── AccountGroup.tsx │ │ │ │ │ ├── AccountGroupContainer.tsx │ │ │ │ │ ├── ConnectedAccountGroup.tsx │ │ │ │ │ ├── DeleteConnectionDialog.tsx │ │ │ │ │ ├── DisconnectedAccountGroup.tsx │ │ │ │ │ ├── ManualAccountGroup.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── accounts-manager/ │ │ │ │ │ ├── AccountTypeGrid.tsx │ │ │ │ │ ├── AccountTypeSelector.tsx │ │ │ │ │ ├── AccountValuationFormFields.tsx │ │ │ │ │ ├── AccountsManager.tsx │ │ │ │ │ ├── DeleteAccount.tsx │ │ │ │ │ ├── EditAccount.tsx │ │ │ │ │ ├── InstitutionGrid.tsx │ │ │ │ │ ├── InstitutionList.tsx │ │ │ │ │ ├── asset/ │ │ │ │ │ │ ├── AddAsset.tsx │ │ │ │ │ │ ├── AssetForm.tsx │ │ │ │ │ │ ├── EditAsset.tsx │ │ │ │ │ │ └── index.ts │ │ │ │ │ ├── connected/ │ │ │ │ │ │ ├── ConnectedAccountForm.tsx │ │ │ │ │ │ ├── EditConnectedAccount.tsx │ │ │ │ │ │ └── index.ts │ │ │ │ │ ├── index.ts │ │ │ │ │ ├── liability/ │ │ │ │ │ │ ├── AddLiability.tsx │ │ │ │ │ │ ├── EditLiability.tsx │ │ │ │ │ │ ├── LiabilityForm.tsx │ │ │ │ │ │ └── index.ts │ │ │ │ │ ├── property/ │ │ │ │ │ │ ├── AddProperty.tsx │ │ │ │ │ │ ├── EditProperty.tsx │ │ │ │ │ │ ├── PropertyForm.tsx │ │ │ │ │ │ └── index.ts │ │ │ │ │ ├── stock/ │ │ │ │ │ │ ├── AddStock.tsx │ │ │ │ │ │ ├── CreateStockAccount.tsx │ │ │ │ │ │ ├── StockForm.tsx │ │ │ │ │ │ └── index.ts │ │ │ │ │ └── vehicle/ │ │ │ │ │ ├── AddVehicle.tsx │ │ │ │ │ ├── EditVehicle.tsx │ │ │ │ │ ├── VehicleForm.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── data-editor/ │ │ │ │ │ ├── account/ │ │ │ │ │ │ ├── AccountEditor.tsx │ │ │ │ │ │ └── index.ts │ │ │ │ │ ├── index.ts │ │ │ │ │ └── transaction/ │ │ │ │ │ ├── TransactionEditor.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── holdings-list/ │ │ │ │ │ ├── CostBasisForm.tsx │ │ │ │ │ ├── HoldingList.tsx │ │ │ │ │ ├── HoldingPopout.tsx │ │ │ │ │ ├── HoldingsTable.tsx │ │ │ │ │ ├── SecurityPriceChart.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── index.ts │ │ │ │ ├── insights/ │ │ │ │ │ ├── explainers/ │ │ │ │ │ │ ├── index.ts │ │ │ │ │ │ ├── investments/ │ │ │ │ │ │ │ ├── AverageReturn.tsx │ │ │ │ │ │ │ ├── Contributions.tsx │ │ │ │ │ │ │ ├── PotentialGainLoss.tsx │ │ │ │ │ │ │ ├── SectorAllocation.tsx │ │ │ │ │ │ │ ├── TotalFees.tsx │ │ │ │ │ │ │ └── index.ts │ │ │ │ │ │ └── net-worth/ │ │ │ │ │ │ ├── BadDebt.tsx │ │ │ │ │ │ ├── GoodDebt.tsx │ │ │ │ │ │ ├── IlliquidAssets.tsx │ │ │ │ │ │ ├── IncomePayingDebt.tsx │ │ │ │ │ │ ├── LiquidAssets.tsx │ │ │ │ │ │ ├── NetWorthTrend.tsx │ │ │ │ │ │ ├── SafetyNet.tsx │ │ │ │ │ │ ├── TotalDebtRatio.tsx │ │ │ │ │ │ ├── YieldingAssets.tsx │ │ │ │ │ │ └── index.ts │ │ │ │ │ ├── index.ts │ │ │ │ │ └── insight-states.ts │ │ │ │ ├── investment-transactions-list/ │ │ │ │ │ ├── InvestmentTransactionList.tsx │ │ │ │ │ ├── InvestmentTransactionListItem.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── layout/ │ │ │ │ │ ├── DesktopLayout.tsx │ │ │ │ │ ├── FullPageLayout.tsx │ │ │ │ │ ├── MenuPopover.tsx │ │ │ │ │ ├── MobileLayout.tsx │ │ │ │ │ ├── NotFound.tsx │ │ │ │ │ ├── SidebarNav.tsx │ │ │ │ │ ├── WithOnboardingLayout.tsx │ │ │ │ │ ├── WithSidebarLayout.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── loan-details/ │ │ │ │ │ ├── LoanCard.tsx │ │ │ │ │ ├── LoanDetail.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── net-worth-insights/ │ │ │ │ │ ├── NetWorthInsightBadge.tsx │ │ │ │ │ ├── NetWorthInsightCard.tsx │ │ │ │ │ ├── NetWorthInsightDetail.tsx │ │ │ │ │ ├── NetWorthInsightStateAxis.tsx │ │ │ │ │ ├── NetWorthPrimaryCardGroup.tsx │ │ │ │ │ ├── breakdown-slider/ │ │ │ │ │ │ ├── NetWorthBreakdownSlider.tsx │ │ │ │ │ │ └── index.ts │ │ │ │ │ ├── breakdown-table/ │ │ │ │ │ │ ├── BreakdownTableIcon.tsx │ │ │ │ │ │ ├── NetWorthBreakdownTable.tsx │ │ │ │ │ │ └── index.ts │ │ │ │ │ ├── income-debt/ │ │ │ │ │ │ ├── IncomeDebtBlock.tsx │ │ │ │ │ │ ├── IncomeDebtDialog.tsx │ │ │ │ │ │ └── index.ts │ │ │ │ │ ├── index.ts │ │ │ │ │ └── safety-net/ │ │ │ │ │ ├── SafetyNetDialog.tsx │ │ │ │ │ ├── SafetyNetOpportunityCost.tsx │ │ │ │ │ ├── SliderBlock.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── onboarding/ │ │ │ │ │ ├── ExampleApp.tsx │ │ │ │ │ ├── OnboardingBackground.tsx │ │ │ │ │ ├── OnboardingGuard.tsx │ │ │ │ │ ├── OnboardingNavbar.tsx │ │ │ │ │ ├── index.ts │ │ │ │ │ ├── sidebar/ │ │ │ │ │ │ ├── SidebarOnboarding.tsx │ │ │ │ │ │ └── index.ts │ │ │ │ │ └── steps/ │ │ │ │ │ ├── Intro.tsx │ │ │ │ │ ├── Profile.tsx │ │ │ │ │ ├── StepProps.ts │ │ │ │ │ ├── Welcome.tsx │ │ │ │ │ ├── YourMaybe.tsx │ │ │ │ │ ├── index.ts │ │ │ │ │ └── setup/ │ │ │ │ │ ├── AddFirstAccount.tsx │ │ │ │ │ ├── EmailVerification.tsx │ │ │ │ │ ├── OtherAccounts.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── plans/ │ │ │ │ │ ├── AddPlanScenario.tsx │ │ │ │ │ ├── NewPlanForm.tsx │ │ │ │ │ ├── PlanContext.ts │ │ │ │ │ ├── PlanEventCard.tsx │ │ │ │ │ ├── PlanEventForm.tsx │ │ │ │ │ ├── PlanEventList.tsx │ │ │ │ │ ├── PlanEventPopout.tsx │ │ │ │ │ ├── PlanExplainer.tsx │ │ │ │ │ ├── PlanMenu.tsx │ │ │ │ │ ├── PlanMilestones.tsx │ │ │ │ │ ├── PlanParameterCard.tsx │ │ │ │ │ ├── PlanRangeInput.tsx │ │ │ │ │ ├── PlanRangeSelector.tsx │ │ │ │ │ ├── RetirementMilestoneForm.tsx │ │ │ │ │ ├── RetirementPlanChart.tsx │ │ │ │ │ ├── icon-utils.ts │ │ │ │ │ └── index.ts │ │ │ │ ├── transactions-list/ │ │ │ │ │ ├── ExcludeTransactionDialog.tsx │ │ │ │ │ ├── TransactionList.tsx │ │ │ │ │ ├── TransactionListItem.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── user-billing/ │ │ │ │ │ ├── BillingPreferences.tsx │ │ │ │ │ ├── PlanSelector.tsx │ │ │ │ │ ├── PremiumIcon.tsx │ │ │ │ │ ├── SubscriberGuard.tsx │ │ │ │ │ ├── UpgradePrompt.tsx │ │ │ │ │ ├── UpgradeTakeover.tsx │ │ │ │ │ ├── graphics/ │ │ │ │ │ │ ├── FeaturesGlow.tsx │ │ │ │ │ │ ├── SideGrid.tsx │ │ │ │ │ │ └── index.ts │ │ │ │ │ └── index.ts │ │ │ │ ├── user-details/ │ │ │ │ │ ├── DeleteUserButton.tsx │ │ │ │ │ ├── DeleteUserModal.tsx │ │ │ │ │ ├── UserDetails.tsx │ │ │ │ │ ├── UserDevTools.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── user-security/ │ │ │ │ │ ├── PasswordReset.tsx │ │ │ │ │ ├── SecurityPreferences.tsx │ │ │ │ │ └── index.ts │ │ │ │ └── valuations-list/ │ │ │ │ ├── PerformanceMetric.tsx │ │ │ │ ├── ValuationList.tsx │ │ │ │ ├── ValuationsDateCell.tsx │ │ │ │ ├── ValuationsTable.tsx │ │ │ │ ├── ValuationsTableForm.tsx │ │ │ │ ├── index.ts │ │ │ │ └── types.ts │ │ │ ├── tsconfig.json │ │ │ ├── tsconfig.lib.json │ │ │ └── tsconfig.spec.json │ │ └── shared/ │ │ ├── .babelrc │ │ ├── .eslintrc.json │ │ ├── README.md │ │ ├── jest.config.ts │ │ ├── src/ │ │ │ ├── api/ │ │ │ │ ├── index.ts │ │ │ │ ├── useAccountApi.ts │ │ │ │ ├── useAccountConnectionApi.ts │ │ │ │ ├── useAuthUserApi.ts │ │ │ │ ├── useHoldingApi.ts │ │ │ │ ├── useInstitutionApi.ts │ │ │ │ ├── usePlanApi.ts │ │ │ │ ├── useSecurityApi.ts │ │ │ │ ├── useTellerApi.ts │ │ │ │ ├── useTransactionApi.ts │ │ │ │ ├── useUserApi.ts │ │ │ │ └── useValuationApi.ts │ │ │ ├── components/ │ │ │ │ ├── cards/ │ │ │ │ │ ├── MaybeCard.tsx │ │ │ │ │ ├── MaybeCardShareModal.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── charts/ │ │ │ │ │ ├── index.ts │ │ │ │ │ └── time-series/ │ │ │ │ │ ├── AxisBottom.tsx │ │ │ │ │ ├── AxisLeft.tsx │ │ │ │ │ ├── BaseChart.tsx │ │ │ │ │ ├── Chart.tsx │ │ │ │ │ ├── DefaultTooltip.tsx │ │ │ │ │ ├── FloatingIcon.tsx │ │ │ │ │ ├── Line.tsx │ │ │ │ │ ├── LineRange.tsx │ │ │ │ │ ├── LoadingChart.tsx │ │ │ │ │ ├── MultiColorGradient.tsx │ │ │ │ │ ├── PlusCircleGlyph.tsx │ │ │ │ │ ├── ZeroPointGradient.tsx │ │ │ │ │ ├── colorScales.ts │ │ │ │ │ ├── index.ts │ │ │ │ │ ├── types.ts │ │ │ │ │ ├── useSeries.ts │ │ │ │ │ └── useTooltip.ts │ │ │ │ ├── dialogs/ │ │ │ │ │ ├── NonUSDDialog.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── explainers/ │ │ │ │ │ ├── ExplainerExternalLink.tsx │ │ │ │ │ ├── ExplainerInfoBlock.tsx │ │ │ │ │ ├── ExplainerPerformanceBlock.tsx │ │ │ │ │ ├── ExplainerSection.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── generic/ │ │ │ │ │ ├── BoxIcon.tsx │ │ │ │ │ ├── Confetti.tsx │ │ │ │ │ ├── InfiniteScroll.tsx │ │ │ │ │ ├── InsightGroup.tsx │ │ │ │ │ ├── InsightPopout.tsx │ │ │ │ │ ├── ProfileCircle.tsx │ │ │ │ │ ├── RelativeTime.tsx │ │ │ │ │ ├── TakeoverBackground.tsx │ │ │ │ │ ├── Toaster.tsx │ │ │ │ │ ├── TrendBadge.tsx │ │ │ │ │ ├── index.ts │ │ │ │ │ └── small-decimals/ │ │ │ │ │ ├── SmallDecimals.test.tsx │ │ │ │ │ ├── SmallDecimals.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── index.ts │ │ │ │ ├── loaders/ │ │ │ │ │ ├── MainContentLoader.tsx │ │ │ │ │ └── index.ts │ │ │ │ ├── overlays/ │ │ │ │ │ ├── BlurredContentOverlay.tsx │ │ │ │ │ ├── ErrorFallbackOverlay.tsx │ │ │ │ │ ├── MainContentOverlay.tsx │ │ │ │ │ ├── Overlay.tsx │ │ │ │ │ └── index.ts │ │ │ │ └── tables/ │ │ │ │ ├── data-table/ │ │ │ │ │ ├── DataTable.tsx │ │ │ │ │ ├── DefaultCell.tsx │ │ │ │ │ ├── EditableBooleanCell.tsx │ │ │ │ │ ├── EditableCell.tsx │ │ │ │ │ ├── EditableDateCell.tsx │ │ │ │ │ ├── EditableDropdownCell.tsx │ │ │ │ │ ├── EditableStringCell.tsx │ │ │ │ │ ├── index.ts │ │ │ │ │ └── types.ts │ │ │ │ └── index.ts │ │ │ ├── hooks/ │ │ │ │ ├── index.ts │ │ │ │ ├── useAccountNotifications.ts │ │ │ │ ├── useAxiosWithAuth.ts │ │ │ │ ├── useDebounce.ts │ │ │ │ ├── useFrame.ts │ │ │ │ ├── useInterval.ts │ │ │ │ ├── useLastUpdated.ts │ │ │ │ ├── useLocalStorage.ts │ │ │ │ ├── useLogger.ts │ │ │ │ ├── useModalManager.ts │ │ │ │ ├── useProviderStatus.ts │ │ │ │ ├── useQueryParam.ts │ │ │ │ ├── useScreenSize.ts │ │ │ │ └── useTeller.ts │ │ │ ├── index.ts │ │ │ ├── providers/ │ │ │ │ ├── AccountContextProvider.tsx │ │ │ │ ├── AxiosProvider.tsx │ │ │ │ ├── LayoutContextProvider.tsx │ │ │ │ ├── LogProvider.tsx │ │ │ │ ├── PopoutProvider.tsx │ │ │ │ ├── QueryProvider.tsx │ │ │ │ ├── UserAccountContextProvider.tsx │ │ │ │ └── index.ts │ │ │ ├── types/ │ │ │ │ ├── client-side-feature-flags.ts │ │ │ │ ├── index.ts │ │ │ │ └── react-types.ts │ │ │ └── utils/ │ │ │ ├── account-utils.ts │ │ │ ├── browser-utils.ts │ │ │ ├── form-utils.ts │ │ │ ├── image-loaders.ts │ │ │ └── index.ts │ │ ├── tsconfig.json │ │ ├── tsconfig.lib.json │ │ └── tsconfig.spec.json │ ├── design-system/ │ │ ├── .babelrc │ │ ├── .eslintrc.json │ │ ├── .storybook/ │ │ │ ├── main.js │ │ │ ├── manager.js │ │ │ ├── preview.js │ │ │ ├── theme.js │ │ │ └── tsconfig.json │ │ ├── README.md │ │ ├── assets/ │ │ │ └── styles.css │ │ ├── docs/ │ │ │ ├── Getting Started/ │ │ │ │ ├── About.stories.mdx │ │ │ │ ├── Colors.stories.mdx │ │ │ │ └── Typography.stories.mdx │ │ │ └── util/ │ │ │ ├── Swatch.tsx │ │ │ └── SwatchGroup.tsx │ │ ├── jest.config.ts │ │ ├── jest.setup.js │ │ ├── package.json │ │ ├── postcss.config.js │ │ ├── src/ │ │ │ ├── index.ts │ │ │ └── lib/ │ │ │ ├── AccordionRow/ │ │ │ │ ├── AccordionRow.spec.tsx │ │ │ │ ├── AccordionRow.stories.tsx │ │ │ │ ├── AccordionRow.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── AccordionRow.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── Alert/ │ │ │ │ ├── Alert.stories.tsx │ │ │ │ ├── Alert.tsx │ │ │ │ └── index.ts │ │ │ ├── Badge/ │ │ │ │ ├── Badge.spec.tsx │ │ │ │ ├── Badge.stories.tsx │ │ │ │ ├── Badge.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Badge.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── Breadcrumb/ │ │ │ │ ├── Breadcrumb.spec.tsx │ │ │ │ ├── Breadcrumb.stories.tsx │ │ │ │ ├── Breadcrumb.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Breadcrumb.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── Button/ │ │ │ │ ├── Button.spec.tsx │ │ │ │ ├── Button.stories.tsx │ │ │ │ ├── Button.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Button.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── Checkbox/ │ │ │ │ ├── Checkbox.spec.tsx │ │ │ │ ├── Checkbox.stories.tsx │ │ │ │ ├── Checkbox.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Checkbox.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── DatePicker/ │ │ │ │ ├── DatePicker.spec.tsx │ │ │ │ ├── DatePicker.stories.tsx │ │ │ │ ├── DatePicker.tsx │ │ │ │ ├── DatePickerCalendar.tsx │ │ │ │ ├── DatePickerInput.tsx │ │ │ │ ├── DatePickerMonth.tsx │ │ │ │ ├── DatePickerQuickSelect.tsx │ │ │ │ ├── DatePickerRange/ │ │ │ │ │ ├── DatePickerRange.spec.tsx │ │ │ │ │ ├── DatePickerRange.stories.tsx │ │ │ │ │ ├── DatePickerRange.tsx │ │ │ │ │ ├── DatePickerRangeButton.tsx │ │ │ │ │ ├── DatePickerRangeCalendar.tsx │ │ │ │ │ ├── DatePickerRangeTabs.tsx │ │ │ │ │ ├── __snapshots__/ │ │ │ │ │ │ └── DatePickerRange.spec.tsx.snap │ │ │ │ │ └── index.ts │ │ │ │ ├── DatePickerYear.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── DatePicker.spec.tsx.snap │ │ │ │ ├── index.ts │ │ │ │ ├── selectableRanges.ts │ │ │ │ ├── utils.spec.tsx │ │ │ │ └── utils.tsx │ │ │ ├── Dialog/ │ │ │ │ ├── Dialog.spec.tsx │ │ │ │ ├── Dialog.stories.tsx │ │ │ │ ├── Dialog.tsx │ │ │ │ ├── DialogV2.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Dialog.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── FormGroup/ │ │ │ │ ├── FormGroup.spec.tsx │ │ │ │ ├── FormGroup.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── FormGroup.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── FractionalCircle/ │ │ │ │ ├── FractionalCircle.stories.tsx │ │ │ │ ├── FractionalCircle.tsx │ │ │ │ └── index.ts │ │ │ ├── IndexTabs/ │ │ │ │ ├── IndexTabs.spec.tsx │ │ │ │ ├── IndexTabs.stories.tsx │ │ │ │ ├── IndexTabs.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── IndexTabs.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── Listbox/ │ │ │ │ ├── Listbox.spec.tsx │ │ │ │ ├── Listbox.stories.tsx │ │ │ │ ├── Listbox.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Listbox.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── LoadingPlaceholder/ │ │ │ │ ├── LoadingPlaceholder.spec.tsx │ │ │ │ ├── LoadingPlaceholder.stories.tsx │ │ │ │ ├── LoadingPlaceholder.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── LoadingPlaceholder.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── LoadingSpinner/ │ │ │ │ ├── LoadingSpinner.spec.tsx │ │ │ │ ├── LoadingSpinner.stories.tsx │ │ │ │ ├── LoadingSpinner.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── LoadingSpinner.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── Menu/ │ │ │ │ ├── Menu.spec.tsx │ │ │ │ ├── Menu.stories.tsx │ │ │ │ ├── Menu.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Menu.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── Popover/ │ │ │ │ ├── Popover.spec.tsx │ │ │ │ ├── Popover.stories.tsx │ │ │ │ ├── Popover.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Popover.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── RTEditor/ │ │ │ │ ├── RTEditor.tsx │ │ │ │ └── index.ts │ │ │ ├── RadioGroup/ │ │ │ │ ├── RadioGroup.stories.tsx │ │ │ │ ├── RadioGroup.tsx │ │ │ │ └── index.ts │ │ │ ├── Slider/ │ │ │ │ ├── Slider.spec.tsx │ │ │ │ ├── Slider.stories.tsx │ │ │ │ ├── Slider.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Slider.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── Step/ │ │ │ │ ├── Step.spec.tsx │ │ │ │ ├── Step.stories.tsx │ │ │ │ ├── Step.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Step.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── Tab/ │ │ │ │ ├── Tab.spec.tsx │ │ │ │ ├── Tab.stories.tsx │ │ │ │ ├── Tab.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Tab.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── Takeover/ │ │ │ │ ├── Takeover.spec.tsx │ │ │ │ ├── Takeover.stories.tsx │ │ │ │ ├── Takeover.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Takeover.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── Toast/ │ │ │ │ ├── Toast.spec.tsx │ │ │ │ ├── Toast.stories.tsx │ │ │ │ ├── Toast.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Toast.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── Toggle/ │ │ │ │ ├── Toggle.spec.tsx │ │ │ │ ├── Toggle.stories.tsx │ │ │ │ ├── Toggle.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Toggle.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── Tooltip/ │ │ │ │ ├── Tooltip.spec.tsx │ │ │ │ ├── Tooltip.stories.tsx │ │ │ │ ├── Tooltip.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Tooltip.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── TrendLine/ │ │ │ │ ├── TrendLine.stories.tsx │ │ │ │ ├── TrendLine.tsx │ │ │ │ ├── Trendline.spec.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Trendline.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ └── inputs/ │ │ │ ├── Input/ │ │ │ │ ├── Input.spec.tsx │ │ │ │ ├── Input.stories.tsx │ │ │ │ ├── Input.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── Input.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── InputColorHint/ │ │ │ │ ├── InputColorHint.tsx │ │ │ │ └── index.ts │ │ │ ├── InputCurrency/ │ │ │ │ ├── InputCurrency.spec.tsx │ │ │ │ ├── InputCurrency.stories.tsx │ │ │ │ ├── InputCurrency.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── InputCurrency.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ ├── InputHint/ │ │ │ │ ├── InputHint.tsx │ │ │ │ └── index.ts │ │ │ ├── InputPassword/ │ │ │ │ ├── InputPassword.spec.tsx │ │ │ │ ├── InputPassword.stories.tsx │ │ │ │ ├── InputPassword.tsx │ │ │ │ ├── __snapshots__/ │ │ │ │ │ └── InputPassword.spec.tsx.snap │ │ │ │ └── index.ts │ │ │ └── index.ts │ │ ├── tailwind.config.js │ │ ├── tsconfig.json │ │ ├── tsconfig.lib.json │ │ └── tsconfig.spec.json │ ├── server/ │ │ ├── features/ │ │ │ ├── .babelrc │ │ │ ├── .eslintrc.json │ │ │ ├── README.md │ │ │ ├── jest.config.ts │ │ │ ├── src/ │ │ │ │ ├── account/ │ │ │ │ │ ├── account-query.service.ts │ │ │ │ │ ├── account.processor.ts │ │ │ │ │ ├── account.provider.ts │ │ │ │ │ ├── account.schema.ts │ │ │ │ │ ├── account.service.ts │ │ │ │ │ ├── index.ts │ │ │ │ │ └── insight.service.ts │ │ │ │ ├── account-balance/ │ │ │ │ │ ├── balance-sync.strategy.ts │ │ │ │ │ ├── index.ts │ │ │ │ │ ├── investment-transaction-balance-sync.strategy.ts │ │ │ │ │ ├── loan-balance-sync.strategy.ts │ │ │ │ │ ├── transaction-balance-sync.strategy.ts │ │ │ │ │ └── valuation-balance-sync.strategy.ts │ │ │ │ ├── account-connection/ │ │ │ │ │ ├── account-connection.processor.ts │ │ │ │ │ ├── account-connection.provider.ts │ │ │ │ │ ├── account-connection.service.ts │ │ │ │ │ └── index.ts │ │ │ │ ├── auth-user/ │ │ │ │ │ ├── auth-user.service.ts │ │ │ │ │ └── index.ts │ │ │ │ ├── email/ │ │ │ │ │ ├── email.processor.ts │ │ │ │ │ ├── email.schema.ts │ │ │ │ │ ├── email.service.ts │ │ │ │ │ ├── index.ts │ │ │ │ │ └── providers/ │ │ │ │ │ ├── index.ts │ │ │ │ │ ├── postmark.provider.ts │ │ │ │ │ └── smtp.provider.ts │ │ │ │ ├── holding/ │ │ │ │ │ ├── holding.schema.ts │ │ │ │ │ ├── holding.service.ts │ │ │ │ │ └── index.ts │ │ │ │ ├── index.ts │ │ │ │ ├── institution/ │ │ │ │ │ ├── index.ts │ │ │ │ │ ├── institution.provider.ts │ │ │ │ │ └── institution.service.ts │ │ │ │ ├── investment-transaction/ │ │ │ │ │ ├── index.ts │ │ │ │ │ └── investment-transaction.schema.ts │ │ │ │ ├── plan/ │ │ │ │ │ ├── index.ts │ │ │ │ │ ├── plan.schema.ts │ │ │ │ │ ├── plan.service.ts │ │ │ │ │ └── projection/ │ │ │ │ │ ├── index.ts │ │ │ │ │ ├── monte-carlo.spec.ts │ │ │ │ │ ├── monte-carlo.ts │ │ │ │ │ ├── projection-calculator.spec.ts │ │ │ │ │ ├── projection-calculator.ts │ │ │ │ │ ├── projection-value.spec.ts │ │ │ │ │ └── projection-value.ts │ │ │ │ ├── providers/ │ │ │ │ │ ├── index.ts │ │ │ │ │ ├── property/ │ │ │ │ │ │ ├── index.ts │ │ │ │ │ │ └── property.service.ts │ │ │ │ │ ├── teller/ │ │ │ │ │ │ ├── index.ts │ │ │ │ │ │ ├── teller.etl.ts │ │ │ │ │ │ ├── teller.service.ts │ │ │ │ │ │ └── teller.webhook.ts │ │ │ │ │ └── vehicle/ │ │ │ │ │ ├── index.ts │ │ │ │ │ └── vehicle.service.ts │ │ │ │ ├── security-pricing/ │ │ │ │ │ ├── index.ts │ │ │ │ │ ├── security-pricing.processor.ts │ │ │ │ │ └── security-pricing.service.ts │ │ │ │ ├── stripe/ │ │ │ │ │ ├── index.ts │ │ │ │ │ └── stripe.webhook.ts │ │ │ │ ├── transaction/ │ │ │ │ │ ├── index.ts │ │ │ │ │ ├── transaction.schema.ts │ │ │ │ │ └── transaction.service.ts │ │ │ │ ├── user/ │ │ │ │ │ ├── index.ts │ │ │ │ │ ├── onboarding.schema.ts │ │ │ │ │ ├── onboarding.service.ts │ │ │ │ │ ├── user.processor.ts │ │ │ │ │ └── user.service.ts │ │ │ │ └── valuation/ │ │ │ │ ├── index.ts │ │ │ │ └── valuation.service.ts │ │ │ ├── tsconfig.json │ │ │ ├── tsconfig.lib.json │ │ │ └── tsconfig.spec.json │ │ └── shared/ │ │ ├── .babelrc │ │ ├── .eslintrc.json │ │ ├── README.md │ │ ├── jest.config.ts │ │ ├── src/ │ │ │ ├── endpoint.ts │ │ │ ├── etl.ts │ │ │ ├── index.ts │ │ │ ├── logger.ts │ │ │ ├── services/ │ │ │ │ ├── cache.service.ts │ │ │ │ ├── crypto.service.ts │ │ │ │ ├── index.ts │ │ │ │ ├── market-data.service.spec.ts │ │ │ │ ├── market-data.service.ts │ │ │ │ ├── pg.service.ts │ │ │ │ ├── queue/ │ │ │ │ │ ├── bull-queue.ts │ │ │ │ │ ├── in-memory-queue.ts │ │ │ │ │ └── index.ts │ │ │ │ └── queue.service.ts │ │ │ ├── sql-template-tag.ts │ │ │ └── utils/ │ │ │ ├── db-utils.ts │ │ │ ├── error-utils.ts │ │ │ ├── index.ts │ │ │ ├── server-utils.ts │ │ │ └── teller-utils.ts │ │ ├── tsconfig.json │ │ ├── tsconfig.lib.json │ │ └── tsconfig.spec.json │ ├── shared/ │ │ ├── .babelrc │ │ ├── .eslintrc.json │ │ ├── README.md │ │ ├── jest.config.ts │ │ ├── src/ │ │ │ ├── index.ts │ │ │ ├── superjson.spec.ts │ │ │ ├── superjson.ts │ │ │ ├── types/ │ │ │ │ ├── account-types.ts │ │ │ │ ├── api-types.ts │ │ │ │ ├── email-types.ts │ │ │ │ ├── general-types.ts │ │ │ │ ├── holding-types.ts │ │ │ │ ├── index.ts │ │ │ │ ├── institution-types.ts │ │ │ │ ├── investment-transaction-types.ts │ │ │ │ ├── plan-types.ts │ │ │ │ ├── security-types.ts │ │ │ │ ├── transaction-types.ts │ │ │ │ └── user-types.ts │ │ │ └── utils/ │ │ │ ├── account-utils.ts │ │ │ ├── date-utils.spec.ts │ │ │ ├── date-utils.ts │ │ │ ├── geo-utils.ts │ │ │ ├── index.ts │ │ │ ├── market-utils.ts │ │ │ ├── number-utils.spec.ts │ │ │ ├── number-utils.ts │ │ │ ├── plan-utils.ts │ │ │ ├── shared-utils.spec.ts │ │ │ ├── shared-utils.ts │ │ │ ├── stats-utils.spec.ts │ │ │ ├── stats-utils.ts │ │ │ ├── test-utils.ts │ │ │ ├── transaction-utils.ts │ │ │ └── user-utils.ts │ │ ├── tsconfig.json │ │ ├── tsconfig.lib.json │ │ └── tsconfig.spec.json │ └── teller-api/ │ ├── .eslintrc.json │ ├── jest.config.ts │ ├── src/ │ │ ├── index.ts │ │ ├── teller-api.ts │ │ └── types/ │ │ ├── account-balance.ts │ │ ├── account-details.ts │ │ ├── accounts.ts │ │ ├── authentication.ts │ │ ├── enrollment.ts │ │ ├── error.ts │ │ ├── identity.ts │ │ ├── index.ts │ │ ├── institutions.ts │ │ ├── transactions.ts │ │ └── webhooks.ts │ ├── tsconfig.json │ ├── tsconfig.lib.json │ └── tsconfig.spec.json ├── nx.json ├── package.json ├── prisma/ │ ├── migrations/ │ │ ├── 20211005200319_init/ │ │ │ └── migration.sql │ │ ├── 20211019194924_unique_constraint_on_account_balances/ │ │ │ └── migration.sql │ │ ├── 20211019214200_default_values/ │ │ │ └── migration.sql │ │ ├── 20211025200206_account_balance_schema_update/ │ │ │ └── migration.sql │ │ ├── 20211026174357_default_text_type/ │ │ │ └── migration.sql │ │ ├── 20211026175641_default_values/ │ │ │ └── migration.sql │ │ ├── 20211102165759_account_status/ │ │ │ └── migration.sql │ │ ├── 20211102183151_add_account_types_and_subtypes/ │ │ │ └── migration.sql │ │ ├── 20211104155259_account_uniqueness/ │ │ │ └── migration.sql │ │ ├── 20211105234550_posted_date_type/ │ │ │ └── migration.sql │ │ ├── 20211109151750_account_type_seed/ │ │ │ └── migration.sql │ │ ├── 20211110044559_manual_accounts_rename_fk/ │ │ │ └── migration.sql │ │ ├── 20211116235652_investment_data/ │ │ │ └── migration.sql │ │ ├── 20211117190140_add_manual_account_types/ │ │ │ └── migration.sql │ │ ├── 20211117190719_updated_at_default/ │ │ │ └── migration.sql │ │ ├── 20211117210112_valuation_date/ │ │ │ └── migration.sql │ │ ├── 20211117233026_add_date_indices/ │ │ │ └── migration.sql │ │ ├── 20211118160716_account_balance_update/ │ │ │ └── migration.sql │ │ ├── 20211118191000_account_balance_timestamps/ │ │ │ └── migration.sql │ │ ├── 20211118194940_account_functions/ │ │ │ └── migration.sql │ │ ├── 20211118214727_txn_date_naming/ │ │ │ └── migration.sql │ │ ├── 20211129155121_connection_status_codes/ │ │ │ └── migration.sql │ │ ├── 20211130184227_new_accounts_available_flag/ │ │ │ └── migration.sql │ │ ├── 20211201023540_account_single_table_inheritance/ │ │ │ └── migration.sql │ │ ├── 20211203180216_security_pricing/ │ │ │ └── migration.sql │ │ ├── 20211204053810_account_balance_hypertable/ │ │ │ └── migration.sql │ │ ├── 20211207192726_add_valuation_generated_cols/ │ │ │ └── migration.sql │ │ ├── 20211208162929_transaction_date/ │ │ │ └── migration.sql │ │ ├── 20211209041710_remove_initial_txn/ │ │ │ └── migration.sql │ │ ├── 20211209050532_update_fns/ │ │ │ └── migration.sql │ │ ├── 20211211140103_add_institution_id_to_connection/ │ │ │ └── migration.sql │ │ ├── 20211213211517_account_user_index/ │ │ │ └── migration.sql │ │ ├── 20211214162659_security_pricing_source/ │ │ │ └── migration.sql │ │ ├── 20211215195518_add_account_start_date/ │ │ │ └── migration.sql │ │ ├── 20211230035441_account_sync_status/ │ │ │ └── migration.sql │ │ ├── 20220106215040_add_mask_to_account/ │ │ │ └── migration.sql │ │ ├── 20220107170334_hypertable_chunk_size_tuning/ │ │ │ └── migration.sql │ │ ├── 20220112171128_update_fn/ │ │ │ └── migration.sql │ │ ├── 20220121175453_account_liability_json/ │ │ │ └── migration.sql │ │ ├── 20220124193549_add_plaid_valuation_valuation_type/ │ │ │ └── migration.sql │ │ ├── 20220124211317_update_valuation_types_and_sources/ │ │ │ └── migration.sql │ │ ├── 20220125211038_add_unique_constraint_to_valuations/ │ │ │ └── migration.sql │ │ ├── 20220202184342_account_balances_gapfilled_fn/ │ │ │ └── migration.sql │ │ ├── 20220203234737_update_fn/ │ │ │ └── migration.sql │ │ ├── 20220214175713_narrow_transaction_category/ │ │ │ └── migration.sql │ │ ├── 20220215201534_transaction_remove_subcategory_add_plaid_category/ │ │ │ └── migration.sql │ │ ├── 20220215212216_add_transaction_indexes/ │ │ │ └── migration.sql │ │ ├── 20220217040807_add_merchant_name_to_transactions/ │ │ │ └── migration.sql │ │ ├── 20220228233043_change_money_type/ │ │ │ └── migration.sql │ │ ├── 20220302181536_add_price_as_of_to_security_pricing/ │ │ │ └── migration.sql │ │ ├── 20220307200633_remove_price_from_holding/ │ │ │ └── migration.sql │ │ ├── 20220307211701_valuation_trigger/ │ │ │ └── migration.sql │ │ ├── 20220311165323_add_shares_per_contract_to_security/ │ │ │ └── migration.sql │ │ ├── 20220315172110_institution/ │ │ │ └── migration.sql │ │ ├── 20220316200652_reset_plaid_derivative_prices/ │ │ │ └── migration.sql │ │ ├── 20220317191949_reset_plaid_derivative_prices_again/ │ │ │ └── migration.sql │ │ ├── 20220323203441_multi_provider_updates/ │ │ │ └── migration.sql │ │ ├── 20220323212807_fix_function/ │ │ │ └── migration.sql │ │ ├── 20220411193518_stop_generating_and_enumize_account_category/ │ │ │ └── migration.sql │ │ ├── 20220426190758_add_url_and_logo_url_to_institution/ │ │ │ └── migration.sql │ │ ├── 20220504231954_finicity_updates/ │ │ │ └── migration.sql │ │ ├── 20220518005502_finicity_customer_id_uniqueness/ │ │ │ └── migration.sql │ │ ├── 20220519192445_institution_refactor/ │ │ │ └── migration.sql │ │ ├── 20220520161223_institution_search_algo/ │ │ │ └── migration.sql │ │ ├── 20220606160203_add_finicity_username_to_user/ │ │ │ └── migration.sql │ │ ├── 20220607162542_add_crisp_session_token_to_user/ │ │ │ └── migration.sql │ │ ├── 20220608171009_add_success_rate_and_oauth_to_provider_institutions/ │ │ │ └── migration.sql │ │ ├── 20220608190342_add_unique_constraint_to_institution/ │ │ │ └── migration.sql │ │ ├── 20220608202739_add_success_rate_updated_to_provider_institution/ │ │ │ └── migration.sql │ │ ├── 20220609195136_remove_success_rate_from_provider_institution/ │ │ │ └── migration.sql │ │ ├── 20220622160129_add_finicity_error/ │ │ │ └── migration.sql │ │ ├── 20220623171212_remove_holding_unique_constraint/ │ │ │ └── migration.sql │ │ ├── 20220630005107_category_overrides/ │ │ │ └── migration.sql │ │ ├── 20220701013813_merge_updates/ │ │ │ └── migration.sql │ │ ├── 20220707195013_user_overrides/ │ │ │ └── migration.sql │ │ ├── 20220708191740_txn_excluded_flag/ │ │ │ └── migration.sql │ │ ├── 20220713134742_add_provider_field/ │ │ │ └── migration.sql │ │ ├── 20220714180514_update_account_start_date_fn/ │ │ │ └── migration.sql │ │ ├── 20220714180819_account_category_consolidation/ │ │ │ └── migration.sql │ │ ├── 20220714181018_update_account_type_model/ │ │ │ └── migration.sql │ │ ├── 20220715191415_add_liability_fields/ │ │ │ └── migration.sql │ │ ├── 20220719200317_plaid_txn_category/ │ │ │ └── migration.sql │ │ ├── 20220720191551_generated_loan_credit_fields/ │ │ │ └── migration.sql │ │ ├── 20220725143246_map_credit_loan_data/ │ │ │ └── migration.sql │ │ ├── 20220726003918_reset_loan_account_balances/ │ │ │ └── migration.sql │ │ ├── 20220727145316_loan_credit_json_nullable/ │ │ │ └── migration.sql │ │ ├── 20220727202956_loan_account_start_date/ │ │ │ └── migration.sql │ │ ├── 20220729012630_security_fields/ │ │ │ └── migration.sql │ │ ├── 20220729202323_txn_updates/ │ │ │ └── migration.sql │ │ ├── 20220804180126_holdings_view/ │ │ │ └── migration.sql │ │ ├── 20220804191558_add_excluded_to_holding/ │ │ │ └── migration.sql │ │ ├── 20220808171116_investment_txn_fees/ │ │ │ └── migration.sql │ │ ├── 20220808174032_update_holdings_view/ │ │ │ └── migration.sql │ │ ├── 20220810190306_transaction_category_update/ │ │ │ └── migration.sql │ │ ├── 20220817180833_dietz/ │ │ │ └── migration.sql │ │ ├── 20220819151658_add_investment_transaction_category/ │ │ │ └── migration.sql │ │ ├── 20220915200544_add_plans/ │ │ │ └── migration.sql │ │ ├── 20220919203059_make_dob_optional/ │ │ │ └── migration.sql │ │ ├── 20220929161359_remove_crisp_session_token/ │ │ │ └── migration.sql │ │ ├── 20221004193621_security_brokerage_cash_flag/ │ │ │ └── migration.sql │ │ ├── 20221007143103_dietz_div0_fix/ │ │ │ └── migration.sql │ │ ├── 20221017145454_plan_events_milestones/ │ │ │ └── migration.sql │ │ ├── 20221021162836_remove_dob_from_plan/ │ │ │ └── migration.sql │ │ ├── 20221024203133_plan_event_milestone_category/ │ │ │ └── migration.sql │ │ ├── 20221027180912_cascade_plan_milestone_deletion/ │ │ │ └── migration.sql │ │ ├── 20221109192536_add_stripe_fields/ │ │ │ └── migration.sql │ │ ├── 20221111192223_ata/ │ │ │ └── migration.sql │ │ ├── 20221115201138_advisor_approval_status/ │ │ │ └── migration.sql │ │ ├── 20221117150434_update_advisor_profile/ │ │ │ └── migration.sql │ │ ├── 20221117213140_add_stripe_trial_reminder_sent/ │ │ │ └── migration.sql │ │ ├── 20221121214349_add_user_goals/ │ │ │ └── migration.sql │ │ ├── 20221129201601_conversation_advisor_unique_key/ │ │ │ └── migration.sql │ │ ├── 20221202213727_notification_preferences/ │ │ │ └── migration.sql │ │ ├── 20221206153642_conversation_user_required/ │ │ │ └── migration.sql │ │ ├── 20221207235557_expiry_email_sent/ │ │ │ └── migration.sql │ │ ├── 20221209041210_user_advisor_notes/ │ │ │ └── migration.sql │ │ ├── 20221212164355_update_risk_data_type/ │ │ │ └── migration.sql │ │ ├── 20221214145140_add_audit_table_and_trigger/ │ │ │ └── migration.sql │ │ ├── 20221222200240_add_onboarding_profile_fields/ │ │ │ └── migration.sql │ │ ├── 20230105203751_add_maybe_and_title/ │ │ │ └── migration.sql │ │ ├── 20230105210810_add_member_number/ │ │ │ └── migration.sql │ │ ├── 20230105221446_user_audit/ │ │ │ └── migration.sql │ │ ├── 20230106172727_add_user_residence/ │ │ │ └── migration.sql │ │ ├── 20230106221847_user_profile/ │ │ │ └── migration.sql │ │ ├── 20230110173017_add_user_member_id/ │ │ │ └── migration.sql │ │ ├── 20230112163100_add_agreements_table/ │ │ │ └── migration.sql │ │ ├── 20230113230312_user_email_required/ │ │ │ └── migration.sql │ │ ├── 20230117131125_update_ama_onboarding/ │ │ │ └── migration.sql │ │ ├── 20230117150048_user_name/ │ │ │ └── migration.sql │ │ ├── 20230117192734_update_agreement_types/ │ │ │ └── migration.sql │ │ ├── 20230119114411_add_onboarding_steps/ │ │ │ └── migration.sql │ │ ├── 20230123121401_separate_onboarding_flows/ │ │ │ └── migration.sql │ │ ├── 20230123192138_user_country_state/ │ │ │ └── migration.sql │ │ ├── 20230126230520_user_deletion/ │ │ │ └── migration.sql │ │ ├── 20230127003359_store_link_tokens/ │ │ │ └── migration.sql │ │ ├── 20230130161915_account_value_start_date/ │ │ │ └── migration.sql │ │ ├── 20230207111117_user_account_linking/ │ │ │ └── migration.sql │ │ ├── 20230207181233_add_conversation_relations/ │ │ │ └── migration.sql │ │ ├── 20230207230108_account_balance_strategy/ │ │ │ └── migration.sql │ │ ├── 20230210163006_add_user_trial_end/ │ │ │ └── migration.sql │ │ ├── 20230211134603_advisor_crm/ │ │ │ └── migration.sql │ │ ├── 20230220194746_remove_stripe_trials/ │ │ │ └── migration.sql │ │ ├── 20230223020847_txn_view/ │ │ │ └── migration.sql │ │ ├── 20240111031553_remove_advisor_and_related_data/ │ │ │ └── migration.sql │ │ ├── 20240111213125_next_auth_models/ │ │ │ └── migration.sql │ │ ├── 20240111213725_add_password_to_auth_user/ │ │ │ └── migration.sql │ │ ├── 20240112000538_remove_agreement_code/ │ │ │ └── migration.sql │ │ ├── 20240112001215_remove_convert_kit_usage/ │ │ │ └── migration.sql │ │ ├── 20240112201750_remove_auth0id_from_user/ │ │ │ └── migration.sql │ │ ├── 20240112204004_add_first_last_to_authuser/ │ │ │ └── migration.sql │ │ ├── 20240115222631_add_fields_for_teller/ │ │ │ └── migration.sql │ │ ├── 20240116023100_add_additional_teller_fields/ │ │ │ └── migration.sql │ │ ├── 20240116185600_add_teller_provider/ │ │ │ └── migration.sql │ │ ├── 20240116224800_add_enrollment_id_for_teller/ │ │ │ └── migration.sql │ │ ├── 20240117191553_categories_for_teller/ │ │ │ └── migration.sql │ │ ├── 20240118234302_remove_finicity_investment_transaction_categories/ │ │ │ └── migration.sql │ │ ├── 20240118234302_remove_finicity_transaction_categories/ │ │ │ └── migration.sql │ │ ├── 20240118234303_remove_finicity_usage/ │ │ │ └── migration.sql │ │ ├── 20240120213022_remove_transaction_category_generation/ │ │ │ └── migration.sql │ │ ├── 20240120215821_remove_investment_transaction_category_generation/ │ │ │ └── migration.sql │ │ ├── 20240121003016_add_asset_class_to_security/ │ │ │ └── migration.sql │ │ ├── 20240121011219_add_provider_name_to_security/ │ │ │ └── migration.sql │ │ ├── 20240121013630_add_exchange_info_to_security/ │ │ │ └── migration.sql │ │ ├── 20240121084645_create_unique_fields_for_security/ │ │ │ └── migration.sql │ │ ├── 20240121204146_add_auth_user_role/ │ │ │ └── migration.sql │ │ ├── 20240124090855_add_options_asset_class/ │ │ │ └── migration.sql │ │ ├── 20240124102931_remove_plaid_usage/ │ │ │ └── migration.sql │ │ └── migration_lock.toml │ ├── schema.prisma │ └── seed.ts ├── redis.Dockerfile ├── redis.conf ├── render.yaml ├── tools/ │ ├── generators/ │ │ ├── .gitkeep │ │ ├── index.ts │ │ └── tellerGenerator.ts │ ├── pages/ │ │ └── projections.html │ ├── scripts/ │ │ ├── gen-cloudfront-signing-keys.sh │ │ ├── gen-secret.sh │ │ ├── getAffectedApps.sh │ │ ├── runStagingE2ETests.sh │ │ ├── vercelBuildIgnore.js │ │ └── wait-for-it.sh │ ├── test-data/ │ │ ├── index.ts │ │ └── polygon/ │ │ ├── exchanges.ts │ │ ├── index.ts │ │ ├── snapshots.ts │ │ └── tickers.ts │ └── tsconfig.tools.json ├── tsconfig.base.json ├── vercel.json └── workspace.json
SYMBOL INDEX (1573 symbols across 467 files)
FILE: apps/client/components/APM.tsx
function APM (line 5) | function APM() {
FILE: apps/client/components/Maintenance.tsx
function Maintenance (line 1) | function Maintenance() {
FILE: apps/client/components/Meta.tsx
function Meta (line 5) | function Meta() {
FILE: apps/client/components/account-views/DefaultView.tsx
type DefaultViewProps (line 13) | type DefaultViewProps = {
function DefaultView (line 24) | function DefaultView({
FILE: apps/client/components/account-views/InvestmentView.tsx
type Props (line 38) | type Props = {
type Comparison (line 137) | type Comparison = { ticker: string; display: string; color: string }
function InvestmentView (line 182) | function InvestmentView({
FILE: apps/client/components/account-views/LoanView.tsx
type LoanViewProps (line 9) | type LoanViewProps = {
function LoanView (line 18) | function LoanView({
FILE: apps/client/env.ts
type Window (line 2) | interface Window {
function isBrowser (line 7) | function isBrowser() {
function getEnv (line 11) | function getEnv(key: string): string | undefined {
FILE: apps/client/pages/404.tsx
function Page404 (line 3) | function Page404() {
FILE: apps/client/pages/_app.tsx
function App (line 62) | function App({
FILE: apps/client/pages/_document.tsx
function Document (line 3) | function Document() {
FILE: apps/client/pages/accounts/[accountId].tsx
function AccountDetailPage (line 28) | function AccountDetailPage() {
FILE: apps/client/pages/accounts/index.tsx
function AccountsPage (line 22) | function AccountsPage() {
FILE: apps/client/pages/api/auth/[...nextauth].ts
function getPrismaInstance (line 13) | function getPrismaInstance() {
function createAuthUser (line 22) | async function createAuthUser(data: Prisma.AuthUserCreateInput) {
function getAuthUserByEmail (line 27) | async function getAuthUserByEmail(email: string) {
function validateCredentials (line 34) | async function validateCredentials(credentials: any): Promise<z.infer<ty...
function createNewAuthUser (line 51) | async function createNewAuthUser(credentials: {
method authorize (line 115) | async authorize(credentials) {
method jwt (line 139) | async jwt({ token, user: authUser }: { token: any; user: any }) {
method session (line 150) | async session({ session, token }: { session: any; token: any }) {
FILE: apps/client/pages/api/card.tsx
function handler (line 15) | async function handler(req: NextRequest) {
FILE: apps/client/pages/card/[id].tsx
function Card (line 10) | function Card({ rawData }: { rawData: any }) {
function getServerSideProps (line 62) | async function getServerSideProps(context) {
FILE: apps/client/pages/data-editor.tsx
function DataEditor (line 14) | function DataEditor() {
FILE: apps/client/pages/index.tsx
function NoAccounts (line 25) | function NoAccounts() {
function AllAccountsDisabled (line 35) | function AllAccountsDisabled() {
function IndexPage (line 67) | function IndexPage() {
FILE: apps/client/pages/login.tsx
function LoginPage (line 10) | function LoginPage() {
FILE: apps/client/pages/onboarding.tsx
function getStepComponent (line 21) | function getStepComponent(stepKey?: string): (props: StepProps) => JSX.E...
function OnboardingPage (line 41) | function OnboardingPage() {
FILE: apps/client/pages/plans/[planId].tsx
function PlanDetailPage (line 32) | function PlanDetailPage() {
FILE: apps/client/pages/plans/create.tsx
function CreatePlanPage (line 6) | function CreatePlanPage() {
FILE: apps/client/pages/plans/index.tsx
function PlansPage (line 9) | function PlansPage() {
FILE: apps/client/pages/register.tsx
function RegisterPage (line 16) | function RegisterPage() {
FILE: apps/client/pages/settings.tsx
function SettingsPage (line 14) | function SettingsPage() {
FILE: apps/client/pages/upgrade.tsx
function UpgradePage (line 5) | function UpgradePage() {
FILE: apps/e2e/cypress.config.ts
method setupNodeEvents (line 24) | setupNodeEvents(on, config) {
FILE: apps/e2e/src/e2e/accounts.cy.ts
function openEditAccountModal (line 14) | function openEditAccountModal() {
FILE: apps/e2e/src/e2e/subscription.cy.ts
function getAuth0Id (line 7) | function getAuth0Id(): string {
function sendWebhook (line 14) | function sendWebhook(payload: Record<string, any>) {
FILE: apps/e2e/src/fixtures/stripe/checkoutSessionCompleted.ts
function checkoutSessionCompleted (line 1) | function checkoutSessionCompleted(auth0Id: string) {
FILE: apps/e2e/src/fixtures/stripe/customerSubscriptionCreated.ts
function customerSubscriptionCreated (line 3) | function customerSubscriptionCreated() {
FILE: apps/e2e/src/fixtures/stripe/customerSubscriptionDeleted.ts
function customerSubscriptionDeleted (line 3) | function customerSubscriptionDeleted() {
FILE: apps/e2e/src/support/commands.ts
type Chainable (line 4) | interface Chainable<Subject> {
FILE: apps/e2e/src/support/e2e.ts
function authenticateCIUser (line 26) | function authenticateCIUser() {
FILE: apps/server/src/app/__tests__/utils/account.ts
function createTestInvestmentAccount (line 31) | async function createTestInvestmentAccount(
FILE: apps/server/src/app/__tests__/utils/axios.ts
function getAxiosClient (line 7) | async function getAxiosClient() {
FILE: apps/server/src/app/__tests__/utils/csv.ts
function parseCsv (line 3) | async function parseCsv<Keys extends string>(path: string): Promise<Reco...
FILE: apps/server/src/app/__tests__/utils/user.ts
constant EMAIL (line 4) | const EMAIL = 'test@example.com'
function resetUser (line 6) | async function resetUser(authId = '__TEST_USER_ID__'): Promise<User> {
FILE: apps/server/src/app/lib/ability.ts
type CRUDActions (line 22) | type CRUDActions = 'create' | 'read' | 'update' | 'delete'
type AppActions (line 23) | type AppActions = CRUDActions | 'manage'
type PrismaSubjects (line 25) | type PrismaSubjects = Subjects<{
type AppSubjects (line 40) | type AppSubjects = PrismaSubjects | 'all'
type AppAbility (line 42) | type AppAbility = PrismaAbility<[AppActions, AppSubjects]>
function defineAbilityFor (line 44) | function defineAbilityFor(user: (Pick<User, 'id'> & { role: AuthUserRole...
FILE: apps/server/src/app/lib/email.ts
function initializeEmailClient (line 6) | function initializeEmailClient() {
FILE: apps/server/src/app/lib/endpoint.ts
function getCurrentUser (line 251) | async function getCurrentUser(jwt: NonNullable<Request['user']>) {
function createContext (line 281) | async function createContext(req: Request) {
FILE: apps/server/src/app/lib/prisma.ts
function createPrismaClient (line 12) | function createPrismaClient() {
FILE: apps/server/src/app/lib/teller.ts
function getTellerWebhookUrl (line 8) | async function getTellerWebhookUrl() {
FILE: apps/server/src/app/lib/types.ts
type TypedRequest (line 3) | interface TypedRequest<T> extends Omit<Request, 'body'> {
type TypedResponse (line 7) | interface TypedResponse<T> extends Response {
type DefaultHandler (line 11) | type DefaultHandler<Req, Res> = (
type GetHandler (line 18) | type GetHandler<Res> = (
type PostHandler (line 25) | type PostHandler<Req, Res> = DefaultHandler<Req, Res>
type PutHandler (line 26) | type PutHandler<Req, Res> = DefaultHandler<Req, Res>
type DeleteHandler (line 27) | type DeleteHandler<Req, Res> = DefaultHandler<Req, Res>
FILE: apps/server/src/app/lib/webhook.ts
function getWebhookUrl (line 6) | async function getWebhookUrl(): Promise<string> {
FILE: apps/server/src/app/middleware/maintenance.ts
type MaintenanceOptions (line 3) | type MaintenanceOptions = {
function maintenance (line 9) | function maintenance(
FILE: apps/server/src/app/middleware/validate-auth-jwt.ts
constant SECRET (line 5) | const SECRET = process.env.NEXTAUTH_SECRET ?? 'REPLACE_THIS'
FILE: apps/server/src/app/routes/tools.router.ts
function getInput (line 19) | function getInput(scenario: string, randomized = false): ProjectionInput {
FILE: apps/server/src/app/routes/webhooks.router.ts
method resolve (line 14) | async resolve({ req, ctx }) {
method resolve (line 55) | async resolve({ input, ctx }) {
FILE: apps/server/src/app/trpc.ts
function createTRPCContext (line 6) | async function createTRPCContext({ req }: trpcExpress.CreateExpressConte...
type Context (line 10) | type Context = trpc.inferAsyncReturnType<typeof createTRPCContext>
type AppRouter (line 41) | type AppRouter = typeof appRouter
FILE: apps/server/src/assets/script.js
function login (line 2) | function login() {
function logout (line 7) | function logout() {
FILE: apps/workers/src/app/__tests__/helpers/user.test-helper.ts
function resetUser (line 4) | async function resetUser(prisma: PrismaClient, authId = '__TEST_USER_ID_...
FILE: apps/workers/src/app/lib/email.ts
function initializeEmailClient (line 6) | function initializeEmailClient() {
FILE: apps/workers/src/app/lib/prisma.ts
function createPrismaClient (line 12) | function createPrismaClient() {
FILE: apps/workers/src/app/services/bull-queue-event-handler.ts
class BullQueueEventHandler (line 13) | class BullQueueEventHandler implements IBullQueueEventHandler {
method constructor (line 14) | constructor(private readonly logger: Logger, private readonly prisma: ...
method onQueueCreated (line 16) | onQueueCreated({ queue }: BullQueue) {
method getUserFromJob (line 84) | private async getUserFromJob(job: Job) {
FILE: apps/workers/src/app/services/worker-error.service.ts
type WorkerErrorContext (line 5) | type WorkerErrorContext = { variant: 'unhandled'; error: unknown }
class WorkerErrorHandlerService (line 7) | class WorkerErrorHandlerService {
method constructor (line 8) | constructor(private readonly logger: Logger) {}
method handleWorkersError (line 10) | async handleWorkersError(ctx: WorkerErrorContext) {
FILE: apps/workers/src/main.ts
function onShutdown (line 239) | async function onShutdown() {
FILE: apps/workers/src/utils.ts
function cleanUpOutdatedJobs (line 4) | async function cleanUpOutdatedJobs(queues: IQueue[]) {
function filterOutdatedJobs (line 15) | function filterOutdatedJobs(jobs: JobInformation[]) {
FILE: custom-express.d.ts
type Request (line 7) | interface Request {
type Response (line 12) | interface Response {
FILE: libs/client/features/src/account/AccountMenu.tsx
type Props (line 7) | type Props = {
function AccountMenu (line 11) | function AccountMenu({ account }: Props) {
FILE: libs/client/features/src/account/AccountsSidebar.tsx
function SidebarAccountsLoader (line 25) | function SidebarAccountsLoader() {
function AccountsSidebar (line 41) | function AccountsSidebar() {
function AccountsSidebarRow (line 221) | function AccountsSidebarRow({
FILE: libs/client/features/src/account/PageTitle.tsx
type Props (line 5) | type Props = {
function PageTitle (line 14) | function PageTitle({ isLoading, title, value, trend, trendLabel, trendNe...
FILE: libs/client/features/src/accounts-list/Account.tsx
type AccountProps (line 10) | type AccountProps = {
function Account (line 19) | function Account({
function AccountToggle (line 118) | function AccountToggle({
FILE: libs/client/features/src/accounts-list/AccountDevTools.tsx
function AccountDevTools (line 13) | function AccountDevTools() {
type TestEmailFormProps (line 86) | type TestEmailFormProps = {
type EmailFormFields (line 90) | type EmailFormFields = {
function TestEmailForm (line 96) | function TestEmailForm({ setOpen }: TestEmailFormProps) {
FILE: libs/client/features/src/accounts-list/AccountGroup.tsx
type AccountGroupProps (line 5) | type AccountGroupProps = {
function AccountGroup (line 13) | function AccountGroup({ title, subtitle, content, menu, footer }: Accoun...
FILE: libs/client/features/src/accounts-list/AccountGroupContainer.tsx
type AccountGroupContainerProps (line 3) | type AccountGroupContainerProps = PropsWithChildren<{
function AccountGroupContainer (line 8) | function AccountGroupContainer({
FILE: libs/client/features/src/accounts-list/ConnectedAccountGroup.tsx
type ConnectedAccountGroupProps (line 16) | interface ConnectedAccountGroupProps {
function ConnectedAccountGroup (line 20) | function ConnectedAccountGroup({ connection }: ConnectedAccountGroupProp...
function useAccountConnectionStatus (line 148) | function useAccountConnectionStatus(connection: SharedType.ConnectionWit...
FILE: libs/client/features/src/accounts-list/DeleteConnectionDialog.tsx
type DeleteConnectionDialogProps (line 5) | interface DeleteConnectionDialogProps {
function DeleteConnectionDialog (line 11) | function DeleteConnectionDialog({
FILE: libs/client/features/src/accounts-list/DisconnectedAccountGroup.tsx
type DisconnectedAccountGroupProps (line 12) | type DisconnectedAccountGroupProps = {
function DisconnectedAccountGroup (line 16) | function DisconnectedAccountGroup({ connection }: DisconnectedAccountGro...
FILE: libs/client/features/src/accounts-list/ManualAccountGroup.tsx
type ManualAccountGroupProps (line 8) | type ManualAccountGroupProps = {
function ManualAccountGroup (line 14) | function ManualAccountGroup({ title, accounts }: ManualAccountGroupProps) {
FILE: libs/client/features/src/accounts-manager/AccountTypeGrid.tsx
type AccountSelectorView (line 14) | type AccountSelectorView =
function AccountTypeGridItem (line 24) | function AccountTypeGridItem({
function AccountTypeGrid (line 88) | function AccountTypeGrid({ onChange }: { onChange: (view: AccountSelecto...
FILE: libs/client/features/src/accounts-manager/AccountTypeSelector.tsx
constant SEARCH_DEBOUNCE_MS (line 17) | const SEARCH_DEBOUNCE_MS = 300
function AccountTypeSelector (line 19) | function AccountTypeSelector({
FILE: libs/client/features/src/accounts-manager/AccountValuationFormFields.tsx
type AccountValuationFieldProps (line 7) | type AccountValuationFieldProps = {
function AccountValuationFormFields (line 13) | function AccountValuationFormFields({
FILE: libs/client/features/src/accounts-manager/AccountsManager.tsx
function AccountsManager (line 15) | function AccountsManager() {
FILE: libs/client/features/src/accounts-manager/DeleteAccount.tsx
type DeleteAccountProps (line 4) | interface DeleteAccountProps {
function DeleteAccount (line 10) | function DeleteAccount({ accountId, accountName, onDelete }: DeleteAccou...
FILE: libs/client/features/src/accounts-manager/EditAccount.tsx
function EditAccount (line 8) | function EditAccount({ accountId }: { accountId?: number }) {
FILE: libs/client/features/src/accounts-manager/InstitutionGrid.tsx
type GridImage (line 5) | type GridImage = {
constant BASE_IMAGES_FOLDER (line 11) | const BASE_IMAGES_FOLDER = '/assets/images/financial-institutions/'
function InstitutionGrid (line 82) | function InstitutionGrid({
FILE: libs/client/features/src/accounts-manager/InstitutionList.tsx
constant MIN_QUERY_LENGTH (line 6) | const MIN_QUERY_LENGTH = 2
function InstitutionList (line 8) | function InstitutionList({
FILE: libs/client/features/src/accounts-manager/asset/AddAsset.tsx
function AddAsset (line 9) | function AddAsset({ defaultValues }: { defaultValues: Partial<CreateAsse...
FILE: libs/client/features/src/accounts-manager/asset/AssetForm.tsx
type Props (line 9) | type Props =
function AssetForm (line 23) | function AssetForm({ mode, defaultValues, onSubmit, accountType }: Props) {
FILE: libs/client/features/src/accounts-manager/asset/EditAsset.tsx
function EditAsset (line 5) | function EditAsset({ account }: { account: SharedType.AccountDetail }) {
FILE: libs/client/features/src/accounts-manager/connected/ConnectedAccountForm.tsx
type FormData (line 8) | type FormData = {
type Props (line 14) | type Props = {
function ConnectedAccountForm (line 20) | function ConnectedAccountForm({ defaultValues, onSubmit, accountType }: ...
FILE: libs/client/features/src/accounts-manager/connected/EditConnectedAccount.tsx
function EditConnectedAccount (line 5) | function EditConnectedAccount({ account }: { account: SharedType.Account...
FILE: libs/client/features/src/accounts-manager/liability/AddLiability.tsx
function AddLiability (line 9) | function AddLiability({ defaultValues }: { defaultValues: Partial<Create...
FILE: libs/client/features/src/accounts-manager/liability/EditLiability.tsx
function EditLiability (line 6) | function EditLiability({ account }: { account: SharedType.AccountDetail ...
FILE: libs/client/features/src/accounts-manager/liability/LiabilityForm.tsx
type Props (line 40) | type Props =
function LiabilityForm (line 54) | function LiabilityForm({ mode, defaultValues, onSubmit, accountType }: P...
FILE: libs/client/features/src/accounts-manager/property/AddProperty.tsx
function AddProperty (line 9) | function AddProperty({ defaultValues }: { defaultValues: Partial<CreateP...
FILE: libs/client/features/src/accounts-manager/property/EditProperty.tsx
function EditProperty (line 9) | function EditProperty({ account }: { account: SharedType.AccountDetail }) {
FILE: libs/client/features/src/accounts-manager/property/PropertyForm.tsx
type Props (line 7) | type Props =
function PropertyForm (line 19) | function PropertyForm({ mode, defaultValues, onSubmit }: Props) {
FILE: libs/client/features/src/accounts-manager/stock/AddStock.tsx
function AddStock (line 10) | function AddStock({ defaultValues }: { defaultValues: Partial<UpdateStoc...
FILE: libs/client/features/src/accounts-manager/stock/CreateStockAccount.tsx
type CreateStockAccountProps (line 7) | type CreateStockAccountProps = {
function CreateStockAccount (line 11) | function CreateStockAccount() {
FILE: libs/client/features/src/accounts-manager/stock/StockForm.tsx
type Props (line 15) | type Props = {
function StockForm (line 21) | function StockForm({ mode, defaultValues, onSubmit }: Props) {
FILE: libs/client/features/src/accounts-manager/vehicle/AddVehicle.tsx
function AddVehicle (line 9) | function AddVehicle({ defaultValues }: { defaultValues: Partial<CreateVe...
FILE: libs/client/features/src/accounts-manager/vehicle/EditVehicle.tsx
function EditVehicle (line 9) | function EditVehicle({ account }: { account: SharedType.AccountDetail }) {
FILE: libs/client/features/src/accounts-manager/vehicle/VehicleForm.tsx
type Props (line 7) | type Props =
function VehicleForm (line 19) | function VehicleForm({ mode, defaultValues, onSubmit }: Props) {
FILE: libs/client/features/src/data-editor/account/AccountEditor.tsx
type AccountEditorProps (line 15) | type AccountEditorProps = { className?: string }
type AccountRow (line 17) | type AccountRow = Pick<
function AccountEditor (line 24) | function AccountEditor({ className }: AccountEditorProps) {
FILE: libs/client/features/src/data-editor/transaction/TransactionEditor.tsx
type TransactionEditorProps (line 12) | type TransactionEditorProps = { className?: string }
type TransactionRow (line 14) | type TransactionRow = Pick<
constant PAGE_SIZE (line 21) | const PAGE_SIZE = 10
function TransactionEditor (line 23) | function TransactionEditor({ className }: TransactionEditorProps) {
FILE: libs/client/features/src/holdings-list/CostBasisForm.tsx
type FormValues (line 5) | type FormValues =
type Props (line 9) | type Props = {
function CostBasisForm (line 16) | function CostBasisForm({ defaultValues, onSubmit, onClose, isEstimate }:...
FILE: libs/client/features/src/holdings-list/HoldingList.tsx
type HoldingListProps (line 8) | interface HoldingListProps {
function HoldingList (line 12) | function HoldingList({ accountId }: HoldingListProps) {
FILE: libs/client/features/src/holdings-list/HoldingPopout.tsx
type HoldingPopoutProps (line 20) | type HoldingPopoutProps = {
function HoldingPopout (line 25) | function HoldingPopout({ holdingId, securityId }: HoldingPopoutProps) {
FILE: libs/client/features/src/holdings-list/HoldingsTable.tsx
type HoldingRowData (line 12) | interface HoldingRowData {
type HoldingsTableProps (line 30) | interface HoldingsTableProps {
function HoldingsTable (line 34) | function HoldingsTable({ data }: HoldingsTableProps) {
function PerformanceMetric (line 202) | function PerformanceMetric({ trend }: { trend: SharedType.Trend | null }) {
FILE: libs/client/features/src/holdings-list/SecurityPriceChart.tsx
function SecurityPriceChart (line 11) | function SecurityPriceChart({
FILE: libs/client/features/src/insights/explainers/investments/AverageReturn.tsx
function AverageReturn (line 12) | function AverageReturn(): JSX.Element {
FILE: libs/client/features/src/insights/explainers/investments/Contributions.tsx
function Contributions (line 10) | function Contributions(): JSX.Element {
FILE: libs/client/features/src/insights/explainers/investments/PotentialGainLoss.tsx
function PotentialGainLoss (line 10) | function PotentialGainLoss(): JSX.Element {
FILE: libs/client/features/src/insights/explainers/investments/SectorAllocation.tsx
function SectorAllocation (line 10) | function SectorAllocation(): JSX.Element {
FILE: libs/client/features/src/insights/explainers/investments/TotalFees.tsx
function TotalFees (line 10) | function TotalFees(): JSX.Element {
FILE: libs/client/features/src/insights/explainers/net-worth/BadDebt.tsx
function BadDebt (line 15) | function BadDebt(): JSX.Element {
FILE: libs/client/features/src/insights/explainers/net-worth/GoodDebt.tsx
function GoodDebt (line 15) | function GoodDebt(): JSX.Element {
FILE: libs/client/features/src/insights/explainers/net-worth/IlliquidAssets.tsx
function IlliquidAssets (line 15) | function IlliquidAssets(): JSX.Element {
FILE: libs/client/features/src/insights/explainers/net-worth/IncomePayingDebt.tsx
function IncomePayingDebt (line 20) | function IncomePayingDebt({ defaultState }: { defaultState: InsightState...
FILE: libs/client/features/src/insights/explainers/net-worth/LiquidAssets.tsx
function LiquidAssets (line 15) | function LiquidAssets(): JSX.Element {
FILE: libs/client/features/src/insights/explainers/net-worth/NetWorthTrend.tsx
function NetWorthTrend (line 18) | function NetWorthTrend(): JSX.Element {
FILE: libs/client/features/src/insights/explainers/net-worth/SafetyNet.tsx
function SafetyNet (line 20) | function SafetyNet({ defaultState }: { defaultState: InsightState }): JS...
FILE: libs/client/features/src/insights/explainers/net-worth/TotalDebtRatio.tsx
function TotalDebtRatio (line 15) | function TotalDebtRatio(): JSX.Element {
FILE: libs/client/features/src/insights/explainers/net-worth/YieldingAssets.tsx
function YieldingAssets (line 15) | function YieldingAssets(): JSX.Element {
FILE: libs/client/features/src/insights/insight-states.ts
type InsightState (line 3) | type InsightState = 'healthy' | 'review' | 'at-risk' | 'excessive'
function safetyNetState (line 26) | function safetyNetState(months: Prisma.Decimal): InsightState {
function incomePayingDebtState (line 33) | function incomePayingDebtState(debtIncomeRatio: Prisma.Decimal): Insight...
FILE: libs/client/features/src/investment-transactions-list/InvestmentTransactionList.tsx
function InvestmentTransactionList (line 9) | function InvestmentTransactionList({
FILE: libs/client/features/src/investment-transactions-list/InvestmentTransactionListItem.tsx
function InvestmentTransactionListItem (line 20) | function InvestmentTransactionListItem({
FILE: libs/client/features/src/layout/DesktopLayout.tsx
type DesktopLayoutProps (line 29) | interface DesktopLayoutProps {
function NavItem (line 46) | function NavItem({
function DesktopLayout (line 89) | function DesktopLayout({ children, sidebar }: DesktopLayoutProps) {
function DefaultContent (line 310) | function DefaultContent({
FILE: libs/client/features/src/layout/FullPageLayout.tsx
function FullPageLayout (line 4) | function FullPageLayout({ children }: PropsWithChildren) {
FILE: libs/client/features/src/layout/MenuPopover.tsx
function MenuPopover (line 10) | function MenuPopover({
FILE: libs/client/features/src/layout/MobileLayout.tsx
type MobileLayoutProps (line 21) | interface MobileLayoutProps {
function NavItem (line 62) | function NavItem({
function MobileLayout (line 105) | function MobileLayout({ children, sidebar }: MobileLayoutProps) {
FILE: libs/client/features/src/layout/NotFound.tsx
function NotFoundSVG (line 4) | function NotFoundSVG() {
function NotFoundPage (line 120) | function NotFoundPage() {
FILE: libs/client/features/src/layout/SidebarNav.tsx
type SidebarNavProps (line 6) | type SidebarNavProps = {
function SidebarNav (line 10) | function SidebarNav({ accountsNotification }: SidebarNavProps) {
FILE: libs/client/features/src/layout/WithOnboardingLayout.tsx
type Path (line 7) | type Path = {
type WithOnboardingLayoutProps (line 12) | interface WithOnboardingLayoutProps {
function WithOnboardingLayout (line 17) | function WithOnboardingLayout({ paths, children }: WithOnboardingLayoutP...
FILE: libs/client/features/src/layout/WithSidebarLayout.tsx
type WithSidebarLayoutProps (line 6) | interface WithSidebarLayoutProps {
function WithSidebarLayout (line 11) | function WithSidebarLayout({ sidebar, children }: WithSidebarLayoutProps) {
FILE: libs/client/features/src/loan-details/LoanCard.tsx
type LoanCardProps (line 7) | type LoanCardProps = PropsWithChildren<{
function LoanCard (line 20) | function LoanCard({
FILE: libs/client/features/src/loan-details/LoanDetail.tsx
type LoanDetailProps (line 9) | type LoanDetailProps = {
function LoanDetail (line 14) | function LoanDetail({ account, showComingSoon = false }: LoanDetailProps) {
FILE: libs/client/features/src/net-worth-insights/NetWorthInsightBadge.tsx
function NetWorthInsightBadge (line 4) | function NetWorthInsightBadge({ variant }: { variant: InsightState }) {
FILE: libs/client/features/src/net-worth-insights/NetWorthInsightCard.tsx
type InsightCardProps (line 7) | type InsightCardProps = PropsWithChildren<{
function NetWorthInsightCard (line 20) | function NetWorthInsightCard({
FILE: libs/client/features/src/net-worth-insights/NetWorthInsightDetail.tsx
type NetWorthInsightDetailProps (line 16) | type NetWorthInsightDetailProps = {
function NetWorthInsightDetail (line 20) | function NetWorthInsightDetail({ query }: NetWorthInsightDetailProps) {
function BreakdownTabPanel (line 181) | function BreakdownTabPanel({
function ComingSoonBlur (line 227) | function ComingSoonBlur({
FILE: libs/client/features/src/net-worth-insights/NetWorthInsightStateAxis.tsx
type NetWorthInsightStateAxisProps (line 6) | type NetWorthInsightStateAxisProps = {
function NetWorthInsightStateAxis (line 11) | function NetWorthInsightStateAxis({ className, steps }: NetWorthInsightS...
FILE: libs/client/features/src/net-worth-insights/NetWorthPrimaryCardGroup.tsx
type NetWorthPrimaryCardGroupProps (line 15) | type NetWorthPrimaryCardGroupProps = {
function NetWorthPrimaryCardGroup (line 19) | function NetWorthPrimaryCardGroup({ query }: NetWorthPrimaryCardGroupPro...
FILE: libs/client/features/src/net-worth-insights/breakdown-slider/NetWorthBreakdownSlider.tsx
type SliderProps (line 9) | interface SliderProps {
function NetWorthBreakdownSlider (line 28) | function NetWorthBreakdownSlider({ isLoading, rollup }: SliderProps) {
FILE: libs/client/features/src/net-worth-insights/breakdown-table/BreakdownTableIcon.tsx
function BreakdownTableIcon (line 4) | function BreakdownTableIcon({ className, Icon }: { className: string; Ic...
FILE: libs/client/features/src/net-worth-insights/breakdown-table/NetWorthBreakdownTable.tsx
type NetWorthBreakdownTableProps (line 18) | interface NetWorthBreakdownTableProps {
type RowData (line 23) | type RowData =
function NetWorthBreakdownTable (line 27) | function NetWorthBreakdownTable({ isLoading, rollup }: NetWorthBreakdown...
FILE: libs/client/features/src/net-worth-insights/income-debt/IncomeDebtBlock.tsx
type IncomeDebtBlock (line 16) | interface IncomeDebtBlock {
function IncomeDebtBlock (line 22) | function IncomeDebtBlock({
FILE: libs/client/features/src/net-worth-insights/income-debt/IncomeDebtDialog.tsx
type IncomeDebtDialogProps (line 7) | interface IncomeDebtDialogProps {
function IncomeDebtDialog (line 13) | function IncomeDebtDialog({ isOpen, onClose, data }: IncomeDebtDialogPro...
FILE: libs/client/features/src/net-worth-insights/safety-net/SafetyNetDialog.tsx
type SafetyNetDialogProps (line 9) | type SafetyNetDialogProps = {
function SafetyNetDialog (line 16) | function SafetyNetDialog({
FILE: libs/client/features/src/net-worth-insights/safety-net/SafetyNetOpportunityCost.tsx
function SafetyNetOpportunityCost (line 4) | function SafetyNetOpportunityCost({
FILE: libs/client/features/src/net-worth-insights/safety-net/SliderBlock.tsx
type SliderBlock (line 5) | type SliderBlock = {
function SliderBlock (line 16) | function SliderBlock({
FILE: libs/client/features/src/onboarding/ExampleApp.tsx
function ExampleApp (line 22) | function ExampleApp({ checklist }: { checklist?: string[] }) {
function AccountsSidebarRow (line 203) | function AccountsSidebarRow({
FILE: libs/client/features/src/onboarding/OnboardingBackground.tsx
function OnboardingBackground (line 1) | function OnboardingBackground({ className }: { className: string }) {
FILE: libs/client/features/src/onboarding/OnboardingGuard.tsx
function shouldRedirect (line 8) | function shouldRedirect(pathname: string, data?: SharedType.OnboardingRe...
function OnboardingGuard (line 15) | function OnboardingGuard({ children }: PropsWithChildren) {
FILE: libs/client/features/src/onboarding/OnboardingNavbar.tsx
type Props (line 11) | type Props = {
function OnboardingNavbar (line 17) | function OnboardingNavbar({ steps, currentStep, onBack }: Props) {
FILE: libs/client/features/src/onboarding/sidebar/SidebarOnboarding.tsx
type DescriptionProps (line 19) | type DescriptionProps = {
function Description (line 24) | function Description({ summary, examples }: DescriptionProps) {
function getDescriptionComponent (line 39) | function getDescriptionComponent(key: string) {
type Props (line 111) | type Props = {
function SidebarOnboarding (line 116) | function SidebarOnboarding({ onClose, onHide }: Props) {
FILE: libs/client/features/src/onboarding/steps/Intro.tsx
function Intro (line 7) | function Intro({ onNext, title }: StepProps) {
function Wave (line 41) | function Wave() {
FILE: libs/client/features/src/onboarding/steps/Profile.tsx
type FormValues (line 34) | type FormValues = {
function Profile (line 43) | function Profile({ title, onNext }: StepProps) {
type ProfileViewProps (line 86) | type ProfileViewProps = {
function ProfileForm (line 92) | function ProfileForm({ title, onSubmit, defaultValues }: ProfileViewProp...
function Question (line 341) | function Question({
FILE: libs/client/features/src/onboarding/steps/StepProps.ts
type StepProps (line 1) | type StepProps = {
FILE: libs/client/features/src/onboarding/steps/Welcome.tsx
function Welcome (line 17) | function Welcome({ title: stepTitle, onNext }: StepProps) {
FILE: libs/client/features/src/onboarding/steps/YourMaybe.tsx
function YourMaybe (line 69) | function YourMaybe({ title, onNext }: StepProps) {
function Fire (line 183) | function Fire() {
FILE: libs/client/features/src/onboarding/steps/setup/AddFirstAccount.tsx
function AddFirstAccount (line 11) | function AddFirstAccount({ title, onNext }: StepProps) {
FILE: libs/client/features/src/onboarding/steps/setup/EmailVerification.tsx
function EmailVerification (line 10) | function EmailVerification({ title, onNext }: StepProps) {
FILE: libs/client/features/src/onboarding/steps/setup/OtherAccounts.tsx
function OtherAccounts (line 97) | function OtherAccounts({ title, onNext }: StepProps) {
FILE: libs/client/features/src/plans/AddPlanScenario.tsx
type PlanScenario (line 52) | type PlanScenario =
type ScenarioOption (line 62) | type ScenarioOption = {
type ScenarioData (line 69) | type ScenarioData =
type Props (line 85) | type Props = {
function AddPlanScenario (line 93) | function AddPlanScenario({ plan, isOpen, scenarioYear, onClose, onSubmit...
function Option (line 219) | function Option({
function Search (line 241) | function Search({ onSelect }: { onSelect(scenario: PlanScenario): void }) {
FILE: libs/client/features/src/plans/NewPlanForm.tsx
type NewPlanValues (line 6) | type NewPlanValues = {
type Props (line 11) | type Props = {
function NewPlanForm (line 16) | function NewPlanForm({ initialValues, onSubmit }: Props) {
FILE: libs/client/features/src/plans/PlanContext.ts
type PlanContext (line 4) | type PlanContext = {
function usePlanContext (line 13) | function usePlanContext() {
FILE: libs/client/features/src/plans/PlanEventCard.tsx
type PlanEventCardProps (line 10) | type PlanEventCardProps = PropsWithChildren<{
function toYearRange (line 17) | function toYearRange(
function PlanEventCard (line 47) | function PlanEventCard({ event, projection, onClick, className }: PlanEv...
FILE: libs/client/features/src/plans/PlanEventForm.tsx
type PlanEventValues (line 11) | type PlanEventValues = Pick<
type PlanEventFormProps (line 24) | type PlanEventFormProps = {
function PlanEventForm (line 32) | function PlanEventForm({
FILE: libs/client/features/src/plans/PlanEventList.tsx
type PlanCreateInput (line 13) | type PlanCreateInput = Record<string, any>
type PlanUpdateInput (line 14) | type PlanUpdateInput = PlanCreateInput
type PlanEventListProps (line 16) | type PlanEventListProps = PropsWithChildren<{
function PlanEventList (line 27) | function PlanEventList({
function EmptyStateCards (line 211) | function EmptyStateCards({
FILE: libs/client/features/src/plans/PlanEventPopout.tsx
type PlanEventListProps (line 6) | type PlanEventListProps = PropsWithChildren<{}>
function PlanEventPopout (line 8) | function PlanEventPopout({ children }: PlanEventListProps) {
FILE: libs/client/features/src/plans/PlanExplainer.tsx
type Props (line 14) | type Props = {
function PlanExplainer (line 18) | function PlanExplainer({ initialSection }: Props) {
type ReturnsData (line 176) | type ReturnsData = {
function ReturnsTable (line 217) | function ReturnsTable() {
FILE: libs/client/features/src/plans/PlanMenu.tsx
type Props (line 11) | type Props = {
function PlanMenu (line 15) | function PlanMenu({ plan }: Props) {
FILE: libs/client/features/src/plans/PlanMilestones.tsx
type MilestoneRange (line 11) | type MilestoneRange = {
type Props (line 17) | type Props = {
function PlanMilestones (line 26) | function PlanMilestones({ isLoading, onAdd, onEdit, onDelete, milestones...
FILE: libs/client/features/src/plans/PlanParameterCard.tsx
type PlanParameterCardProps (line 6) | type PlanParameterCardProps = PropsWithChildren<{
function PlanParameterCard (line 15) | function PlanParameterCard({
FILE: libs/client/features/src/plans/PlanRangeInput.tsx
type ValueType (line 21) | type ValueType = { year: number | null; milestoneId: SharedType.PlanMile...
type PlanRangeInputProps (line 23) | type PlanRangeInputProps = {
type OptionType (line 31) | type OptionType = 'retirement' | 'start' | 'end' | 'now' | 'age' | 'year'
function PlanRangeInput (line 42) | function PlanRangeInput({
function SectionLabel (line 180) | function SectionLabel({ children }: { children: ReactNode }) {
function Option (line 184) | function Option({
FILE: libs/client/features/src/plans/PlanRangeSelector.tsx
type PlanRangeSelectorProps (line 8) | type PlanRangeSelectorProps = {
function PlanRangeSelector (line 16) | function PlanRangeSelector({
FILE: libs/client/features/src/plans/RetirementMilestoneForm.tsx
type FormData (line 8) | type FormData = {
type RefMode (line 14) | type RefMode = {
type Props (line 19) | type Props = {
function RetirementMilestoneForm (line 36) | function RetirementMilestoneForm({ mode, onSubmit, defaultValues }: Prop...
FILE: libs/client/features/src/plans/RetirementPlanChart.tsx
type Props (line 14) | type Props = {
constant MAX_ICONS_PER_DATUM (line 29) | const MAX_ICONS_PER_DATUM = 4
function RetirementPlanChart (line 31) | function RetirementPlanChart({
FILE: libs/client/features/src/plans/icon-utils.ts
function getEventIcon (line 7) | function getEventIcon(
function getMilestoneIcon (line 39) | function getMilestoneIcon(milestone: SharedType.PlanMilestone) {
FILE: libs/client/features/src/transactions-list/ExcludeTransactionDialog.tsx
type ExcludeTransactionDialogProps (line 5) | interface ExcludeTransactionDialogProps {
function ExcludeTransactionDialog (line 12) | function ExcludeTransactionDialog({
FILE: libs/client/features/src/transactions-list/TransactionList.tsx
function TransactionList (line 8) | function TransactionList({ accountId }: { accountId: number }) {
FILE: libs/client/features/src/transactions-list/TransactionListItem.tsx
function TransactionListItem (line 29) | function TransactionListItem({
FILE: libs/client/features/src/user-billing/BillingPreferences.tsx
function BillingPreferences (line 8) | function BillingPreferences() {
FILE: libs/client/features/src/user-billing/PlanSelector.tsx
type PlanSelectorProps (line 3) | type PlanSelectorProps = {
function PlanSelector (line 9) | function PlanSelector({ selected, onChange, className }: PlanSelectorPro...
function PlanOption (line 38) | function PlanOption({
FILE: libs/client/features/src/user-billing/PremiumIcon.tsx
type PremiumIconProps (line 14) | type PremiumIconProps = React.HTMLAttributes<HTMLImageElement> & {
function PremiumIcon (line 20) | function PremiumIcon({
FILE: libs/client/features/src/user-billing/SubscriberGuard.tsx
function shouldRedirect (line 8) | function shouldRedirect(path: string, data?: SharedType.UserSubscription) {
function SubscriberGuard (line 23) | function SubscriberGuard({ children }: PropsWithChildren) {
FILE: libs/client/features/src/user-billing/UpgradePrompt.tsx
function UpgradePrompt (line 9) | function UpgradePrompt() {
FILE: libs/client/features/src/user-billing/UpgradeTakeover.tsx
type UpgradeTakeoverProps (line 20) | type UpgradeTakeoverProps = {
function UpgradeTakeover (line 25) | function UpgradeTakeover({ open, onClose }: UpgradeTakeoverProps) {
FILE: libs/client/features/src/user-billing/graphics/FeaturesGlow.tsx
function FeaturesGlow (line 1) | function FeaturesGlow({ className }: { className: string }) {
FILE: libs/client/features/src/user-billing/graphics/SideGrid.tsx
function SideGrid (line 1) | function SideGrid({ className }: { className: string }) {
FILE: libs/client/features/src/user-details/DeleteUserButton.tsx
function DeleteUserButton (line 6) | function DeleteUserButton({ onDelete }: { onDelete: () => void }) {
FILE: libs/client/features/src/user-details/DeleteUserModal.tsx
constant COUNT_DOWN_SECONDS (line 4) | const COUNT_DOWN_SECONDS = 3
type DeleteUserModalProps (line 6) | interface DeleteUserModalProps {
function DeleteUserModal (line 16) | function DeleteUserModal({ isOpen, onClose, onConfirm }: DeleteUserModal...
FILE: libs/client/features/src/user-details/UserDetails.tsx
function UserDetails (line 30) | function UserDetails() {
type ProfileFields (line 96) | type ProfileFields = {
type ProfileFormProps (line 102) | type ProfileFormProps = {
function ProfileForm (line 108) | function ProfileForm({ defaultValues, onSubmit, isSubmitting }: ProfileF...
function MaybeCardSection (line 150) | function MaybeCardSection() {
FILE: libs/client/features/src/user-details/UserDevTools.tsx
type UserDevToolsProps (line 4) | type UserDevToolsProps = {
function UserDevTools (line 11) | function UserDevTools({
type OnboardingType (line 34) | interface OnboardingType {
FILE: libs/client/features/src/user-security/PasswordReset.tsx
function PasswordReset (line 6) | function PasswordReset() {
FILE: libs/client/features/src/user-security/SecurityPreferences.tsx
function SecurityPreferences (line 5) | function SecurityPreferences() {
FILE: libs/client/features/src/valuations-list/PerformanceMetric.tsx
function PerformanceMetric (line 5) | function PerformanceMetric({
FILE: libs/client/features/src/valuations-list/ValuationList.tsx
type ValuationListProps (line 12) | interface ValuationListProps {
function ValuationList (line 17) | function ValuationList({ accountId, negative = false }: ValuationListPro...
FILE: libs/client/features/src/valuations-list/ValuationsDateCell.tsx
function ValuationsDateCell (line 11) | function ValuationsDateCell({
function ValuationIcon (line 106) | function ValuationIcon({ className, Icon }: { className: string; Icon: I...
FILE: libs/client/features/src/valuations-list/ValuationsTable.tsx
type ValuationsTableProps (line 10) | interface ValuationsTableProps {
function ValuationsTable (line 18) | function ValuationsTable({ data, rowEditingIndex, onEdit, negative }: Va...
FILE: libs/client/features/src/valuations-list/ValuationsTableForm.tsx
type FormValues (line 10) | type FormValues = { date: string; amount: number }
function ValuationsTableForm (line 12) | function ValuationsTableForm({
FILE: libs/client/features/src/valuations-list/types.ts
type ValuationRowData (line 4) | interface ValuationRowData {
FILE: libs/client/shared/src/api/useAccountApi.ts
method getAccounts (line 17) | async getAccounts() {
method get (line 22) | async get(id: SharedType.Account['id']): Promise<SharedType.AccountDetai...
method create (line 27) | async create(input: Record<string, any>) {
method update (line 32) | async update(id: SharedType.Account['id'], input: Record<string, any>) {
method delete (line 37) | async delete(id: SharedType.Account['id']) {
method getBalances (line 42) | async getBalances(
method getReturns (line 54) | async getReturns(
method getTransactions (line 67) | async getTransactions(
method getHoldings (line 78) | async getHoldings(
method getInvestmentTransactions (line 89) | async getInvestmentTransactions(
method getInsights (line 103) | async getInsights(id: SharedType.Account['id']): Promise<SharedType.Acco...
method getRollup (line 108) | async getRollup(start: string, end: string): Promise<SharedType.AccountR...
method sync (line 115) | async sync(id: SharedType.Account['id']) {
function useAccountApi (line 133) | function useAccountApi() {
FILE: libs/client/shared/src/api/useAccountConnectionApi.ts
method update (line 11) | async update(id: SharedType.AccountConnection['id'], input: Record<strin...
method delete (line 16) | async delete(id: SharedType.AccountConnection['id']) {
method deleteAll (line 21) | async deleteAll() {
method disconnect (line 26) | async disconnect(id: SharedType.AccountConnection['id']) {
method reconnect (line 33) | async reconnect(id: SharedType.AccountConnection['id']) {
method sync (line 40) | async sync(id: SharedType.AccountConnection['id']) {
function useAccountConnectionApi (line 46) | function useAccountConnectionApi() {
FILE: libs/client/shared/src/api/useAuthUserApi.ts
method getByEmail (line 8) | async getByEmail(email: string) {
function useAuthUserApi (line 18) | function useAuthUserApi() {
FILE: libs/client/shared/src/api/useHoldingApi.ts
method getHolding (line 12) | async getHolding(id: Holding['id']) {
method getInsights (line 17) | async getInsights(id: Holding['id']) {
method update (line 22) | async update(id: Holding['id'], input: Record<string, any>) {
function useHoldingApi (line 28) | function useHoldingApi() {
FILE: libs/client/shared/src/api/useInstitutionApi.ts
method getInstitutions (line 10) | async getInstitutions(page: number, search?: string) {
method sync (line 17) | async sync() {
method deduplicate (line 22) | async deduplicate() {
function useInstitutionApi (line 32) | function useInstitutionApi() {
FILE: libs/client/shared/src/api/usePlanApi.ts
method getPlans (line 10) | async getPlans() {
method get (line 15) | async get(id: SharedType.Plan['id']) {
method create (line 20) | async create(input: Record<string, any>) {
method createTemplate (line 25) | async createTemplate(input: Record<string, any>) {
method update (line 30) | async update(id: SharedType.Plan['id'], input: Record<string, any>) {
method updateTemplate (line 35) | async updateTemplate(
method delete (line 46) | async delete(id: SharedType.Plan['id']) {
method projections (line 51) | async projections(id: SharedType.Plan['id']) {
function usePlanApi (line 64) | function usePlanApi() {
FILE: libs/client/shared/src/api/useSecurityApi.ts
method getAllSecurities (line 11) | async getAllSecurities() {
method getSecurity (line 16) | async getSecurity(id: Security['id']) {
method getSecurityDetails (line 21) | async getSecurityDetails(id: Security['id']) {
method syncUSStockTickers (line 26) | async syncUSStockTickers() {
method syncSecurityPricing (line 31) | async syncSecurityPricing() {
function useSecurityApi (line 42) | function useSecurityApi() {
FILE: libs/client/shared/src/api/useTellerApi.ts
type TellerInstitution (line 10) | type TellerInstitution = {
method handleEnrollment (line 16) | async handleEnrollment(input: {
function useTellerApi (line 28) | function useTellerApi() {
FILE: libs/client/shared/src/api/useTransactionApi.ts
method getAll (line 11) | async getAll(pageIndex: number, pageSize: number) {
method get (line 18) | async get(id: SharedType.Transaction['id']): Promise<SharedType.Transact...
method update (line 25) | async update(id: SharedType.Transaction['id'], input: Record<string, any...
function useTransactionApi (line 31) | function useTransactionApi() {
FILE: libs/client/shared/src/api/useUserApi.ts
method getNetWorthSeries (line 12) | async getNetWorthSeries(start: string, end: string) {
method getInsights (line 22) | async getInsights() {
method getNetWorth (line 27) | async getNetWorth(date: string) {
method update (line 34) | async update(userData: SharedType.UpdateUser) {
method get (line 39) | async get() {
method delete (line 44) | async delete() {
method getOnboarding (line 48) | async getOnboarding(flow: SharedType.OnboardingFlow) {
method updateOnboarding (line 53) | async updateOnboarding(input: {
method getAuthProfile (line 62) | async getAuthProfile() {
method getSubscription (line 67) | async getSubscription() {
method changePassword (line 72) | async changePassword(newPassword: SharedType.PasswordReset) {
method resendEmailVerification (line 80) | async resendEmailVerification(authId?: string) {
method createCheckoutSession (line 89) | async createCheckoutSession(plan: string) {
method createCustomerPortalSession (line 95) | async createCustomerPortalSession(plan: string) {
method getMemberCardDetails (line 103) | async getMemberCardDetails(memberId?: string) {
method sendTestEmail (line 111) | async sendTestEmail(input: SharedType.SendTestEmail) {
function useUserApi (line 126) | function useUserApi() {
FILE: libs/client/shared/src/api/useValuationApi.ts
method create (line 14) | async create(accountId: SharedType.Account['id'], input: Record<string, ...
method update (line 22) | async update(id: SharedType.Valuation['id'], input: Record<string, any>) {
method delete (line 27) | async delete(id: SharedType.Valuation['id']) {
method getValuations (line 32) | async getValuations(
function useValuationApi (line 52) | function useValuationApi() {
FILE: libs/client/shared/src/components/cards/MaybeCard.tsx
type MaybeCardProps (line 14) | type MaybeCardProps = {
function MaybeCard (line 22) | function MaybeCard({ variant = 'default', details, flipped }: MaybeCardP...
FILE: libs/client/shared/src/components/cards/MaybeCardShareModal.tsx
type MaybeCardShareModalProps (line 8) | type MaybeCardShareModalProps = {
function MaybeCardShareModal (line 15) | function MaybeCardShareModal({ isOpen, onClose, cardUrl, card }: MaybeCa...
FILE: libs/client/shared/src/components/charts/time-series/AxisBottom.tsx
type Props (line 10) | type Props = {
function AxisBottom (line 15) | function AxisBottom({
FILE: libs/client/shared/src/components/charts/time-series/AxisLeft.tsx
function AxisLeft (line 8) | function AxisLeft(props: Omit<SharedAxisProps<ValidYScaleTypes>, 'scale'...
FILE: libs/client/shared/src/components/charts/time-series/BaseChart.tsx
function BaseChart (line 24) | function BaseChart<TDatum extends Datum>({
FILE: libs/client/shared/src/components/charts/time-series/Chart.tsx
function Chart (line 14) | function Chart<TDatum extends Datum>({
FILE: libs/client/shared/src/components/charts/time-series/DefaultTooltip.tsx
type Props (line 10) | type Props = {
function DefaultTooltip (line 19) | function DefaultTooltip({ title: _title }: Props) {
FILE: libs/client/shared/src/components/charts/time-series/FloatingIcon.tsx
type Props (line 6) | interface Props extends SVGProps<SVGCircleElement> {
function FloatingIcon (line 19) | function FloatingIcon({ left, top, stackIdx, icon: Icon, iconColor, ...r...
FILE: libs/client/shared/src/components/charts/time-series/Line.tsx
function Line (line 13) | function Line({
FILE: libs/client/shared/src/components/charts/time-series/LineRange.tsx
function LineRange (line 14) | function LineRange({
FILE: libs/client/shared/src/components/charts/time-series/LoadingChart.tsx
type Props (line 13) | type Props = {
function LoadingChart (line 36) | function LoadingChart({ margin, animate = true, isError = false, renderO...
FILE: libs/client/shared/src/components/charts/time-series/MultiColorGradient.tsx
type Props (line 7) | type Props = {
function MultiColorGradient (line 13) | function MultiColorGradient({ id, dataKey, accessorFn }: Props) {
FILE: libs/client/shared/src/components/charts/time-series/PlusCircleGlyph.tsx
type Props (line 7) | interface Props extends SVGProps<SVGGElement> {
function PlusCircleGlyph (line 12) | function PlusCircleGlyph({ left, top, ...rest }: Props) {
FILE: libs/client/shared/src/components/charts/time-series/ZeroPointGradient.tsx
type Props (line 4) | type Props = {
function ZeroPointGradient (line 10) | function ZeroPointGradient({ id, opacity }: Props) {
FILE: libs/client/shared/src/components/charts/time-series/types.ts
type Spacing (line 14) | type Spacing = {
type Datum (line 21) | type Datum = Record<string, any>
type TSeriesDatum (line 23) | type TSeriesDatum<TDatum extends Datum = any> = {
type TSeriesDatumEnhanced (line 28) | type TSeriesDatumEnhanced<TDatum extends Datum = any> = TSeriesDatum<TDa...
type AccessorFn (line 32) | type AccessorFn<TDatum extends Datum, TValue = number> = (
type Series (line 36) | type Series<TDatum extends Datum = any, TValue = number> = {
type SeriesEnhanced (line 49) | type SeriesEnhanced<TDatum extends Datum = any> = O.Required<
type SeriesDatum (line 54) | type SeriesDatum = Omit<Series, 'color'> & { color: string } & {
type TooltipOptions (line 59) | type TooltipOptions = {
type ValidXScaleTypes (line 76) | type ValidXScaleTypes = ScaleTypeToD3Scale<number>['utc']
type ValidYScaleTypes (line 77) | type ValidYScaleTypes = ScaleTypeToD3Scale<number>['linear']
type ChartData (line 79) | type ChartData<TDatum extends Datum> =
type ChartDataEnhanced (line 83) | type ChartDataEnhanced<TDatum extends Datum> =
type RenderOverlay (line 87) | type RenderOverlay = () => ReactNode
type ChartPropsBase (line 89) | type ChartPropsBase<TDatum extends Datum> = {
type TooltipSeriesData (line 108) | type TooltipSeriesData<TDatum extends Datum = any> =
type TooltipData (line 119) | type TooltipData<TDatum extends Datum = any> = {
type ChartContext (line 126) | type ChartContext<TDatum extends Datum = any> = {
type TooltipContext (line 138) | type TooltipContext<TDatum extends Datum = any> = {
type ChartDataContext (line 145) | type ChartDataContext<TDatum extends Datum = any> = ChartContext<TDatum> &
type ChartProps (line 148) | type ChartProps<TDatum extends Datum> = WithChildrenRenderProps<
FILE: libs/client/shared/src/components/charts/time-series/useSeries.ts
function useSeries (line 7) | function useSeries(seriesKey: string) {
FILE: libs/client/shared/src/components/charts/time-series/useTooltip.ts
function getClosestDatum (line 15) | function getClosestDatum(data: TSeriesDatumEnhanced[], date: Date) {
function useTooltip (line 23) | function useTooltip(
FILE: libs/client/shared/src/components/dialogs/NonUSDDialog.tsx
type NonUSDDialogProps (line 3) | interface NonUSDDialogProps {
function NonUSDDialog (line 8) | function NonUSDDialog({ isOpen, onClose }: NonUSDDialogProps) {
FILE: libs/client/shared/src/components/explainers/ExplainerExternalLink.tsx
type ExplainerExternalLinkProps (line 5) | type ExplainerExternalLinkProps = {
function ExplainerExternalLink (line 11) | function ExplainerExternalLink({
FILE: libs/client/shared/src/components/explainers/ExplainerInfoBlock.tsx
type ExplainerInfoBlockProps (line 3) | type ExplainerInfoBlockProps = {
function ExplainerInfoBlock (line 8) | function ExplainerInfoBlock({ title, children }: ExplainerInfoBlockProps...
FILE: libs/client/shared/src/components/explainers/ExplainerPerformanceBlock.tsx
type ExplainerPerformanceBlockProps (line 19) | type ExplainerPerformanceBlockProps = {
function ExplainerPerformanceBlock (line 24) | function ExplainerPerformanceBlock({
FILE: libs/client/shared/src/components/explainers/ExplainerSection.tsx
type ExplainerSectionProps (line 5) | type ExplainerSectionProps = {
function ExplainerSection (line 11) | function ExplainerSection(
FILE: libs/client/shared/src/components/generic/BoxIcon.tsx
type BoxIconVariant (line 23) | type BoxIconVariant = keyof typeof Variant
type BoxIconSize (line 24) | type BoxIconSize = keyof typeof Size
type BoxIconProps (line 26) | type BoxIconProps = {
function BoxIcon (line 32) | function BoxIcon({ icon: Icon, size = 'lg', variant = 'cyan' }: BoxIconP...
FILE: libs/client/shared/src/components/generic/Confetti.tsx
type Particle (line 6) | type Particle = {
type ConfettiProps (line 18) | type ConfettiProps = {
function ConfettiBase (line 49) | function ConfettiBase({
FILE: libs/client/shared/src/components/generic/InfiniteScroll.tsx
type InfiniteScrollProps (line 11) | type InfiniteScrollProps = {
FILE: libs/client/shared/src/components/generic/InsightGroup.tsx
type InsightCardOption (line 13) | type InsightCardOption = {
type InsightGroupProps (line 24) | type InsightGroupProps = PropsWithChildren<{
function InsightGroup (line 30) | function InsightGroup({ id, options, initialInsights, children }: Insigh...
type InsightCardProps (line 89) | type InsightCardProps = PropsWithChildren<{
function Card (line 98) | function Card({
FILE: libs/client/shared/src/components/generic/InsightPopout.tsx
type InsightPopoutProps (line 6) | type InsightPopoutProps = {
function InsightPopout (line 10) | function InsightPopout({ children }: InsightPopoutProps) {
FILE: libs/client/shared/src/components/generic/ProfileCircle.tsx
type ProfileCircleProps (line 13) | type ProfileCircleProps = {
function ProfileCircle (line 18) | function ProfileCircle({ interactive = true, className }: ProfileCircleP...
FILE: libs/client/shared/src/components/generic/RelativeTime.tsx
function RelativeTime (line 4) | function RelativeTime({ time }: { time: Date | DateTime }) {
FILE: libs/client/shared/src/components/generic/TakeoverBackground.tsx
function TakeoverBackground (line 1) | function TakeoverBackground({ className }: { className: string }) {
FILE: libs/client/shared/src/components/generic/Toaster.tsx
type ToasterProps (line 11) | interface ToasterProps {
function Toaster (line 16) | function Toaster({ mobile, sidebarOffset }: ToasterProps) {
FILE: libs/client/shared/src/components/generic/TrendBadge.tsx
type TrendBadgeProps (line 6) | type TrendBadgeProps = {
function TrendBadge (line 34) | function TrendBadge({
FILE: libs/client/shared/src/components/generic/small-decimals/SmallDecimals.tsx
type SmallDecimalsProps (line 1) | type SmallDecimalsProps = {
FILE: libs/client/shared/src/components/loaders/MainContentLoader.tsx
type MainContentLoaderProps (line 4) | interface MainContentLoaderProps {
function MainContentLoader (line 8) | function MainContentLoader({ message }: MainContentLoaderProps) {
FILE: libs/client/shared/src/components/overlays/BlurredContentOverlay.tsx
type BlurredContentOverlayProps (line 7) | type BlurredContentOverlayProps = PropsWithChildren<{
function BlurredContentOverlay (line 13) | function BlurredContentOverlay({
FILE: libs/client/shared/src/components/overlays/ErrorFallbackOverlay.tsx
function ErrorFallback (line 5) | function ErrorFallback({ resetErrorBoundary: _ }: FallbackProps) {
FILE: libs/client/shared/src/components/overlays/MainContentOverlay.tsx
type MainContentOverlayProps (line 5) | type MainContentOverlayProps = PropsWithChildren<{
function MainContentOverlay (line 11) | function MainContentOverlay({
FILE: libs/client/shared/src/components/overlays/Overlay.tsx
function Overlay (line 5) | function Overlay({ children }: { children: ReactNode }) {
FILE: libs/client/shared/src/components/tables/data-table/DataTable.tsx
type DataTableProps (line 9) | interface DataTableProps {
function DataTable (line 22) | function DataTable({
FILE: libs/client/shared/src/components/tables/data-table/DefaultCell.tsx
function DefaultCell (line 3) | function DefaultCell({ getValue }: CellProps) {
FILE: libs/client/shared/src/components/tables/data-table/EditableBooleanCell.tsx
type EditableBooleanCellProps (line 3) | type EditableBooleanCellProps = {
function EditableBooleanCell (line 8) | function EditableBooleanCell({ initialValue, onSubmit }: EditableBoolean...
FILE: libs/client/shared/src/components/tables/data-table/EditableCell.tsx
function EditableCell (line 8) | function EditableCell({ table, row, column, getValue }: CellProps) {
FILE: libs/client/shared/src/components/tables/data-table/EditableDateCell.tsx
type EditableDateCellProps (line 9) | type EditableDateCellProps = {
function EditableDateCell (line 14) | function EditableDateCell({ initialValue, onSubmit }: EditableDateCellPr...
FILE: libs/client/shared/src/components/tables/data-table/EditableDropdownCell.tsx
type EditableDropdownCellProps (line 8) | type EditableDropdownCellProps = {
function EditableDropdownCell (line 15) | function EditableDropdownCell({
FILE: libs/client/shared/src/components/tables/data-table/EditableStringCell.tsx
type EditableStringCellProps (line 4) | type EditableStringCellProps = {
function EditableStringCell (line 9) | function EditableStringCell({ initialValue, onSubmit }: EditableStringCe...
FILE: libs/client/shared/src/components/tables/data-table/types.ts
type TableMeta (line 3) | type TableMeta<TData extends {} = any> = {
type ColumnMeta (line 7) | type ColumnMeta<TData extends {} = any> =
type CellProps (line 18) | type CellProps = {
FILE: libs/client/shared/src/hooks/useAccountNotifications.ts
function useAccountNotifications (line 4) | function useAccountNotifications() {
FILE: libs/client/shared/src/hooks/useDebounce.ts
function useDebounce (line 6) | function useDebounce<T>(value: T, delayMilliseconds: number) {
FILE: libs/client/shared/src/hooks/useFrame.ts
function useFrame (line 3) | function useFrame(callback: (time: DOMHighResTimeStamp, deltaTime: numbe...
FILE: libs/client/shared/src/hooks/useInterval.ts
function useInterval (line 3) | function useInterval(callback: () => any, delay?: number | false | null) {
FILE: libs/client/shared/src/hooks/useLocalStorage.ts
function useLocalStorage (line 4) | function useLocalStorage<T>(key: string, initialValue: T): [T, Dispatch<...
FILE: libs/client/shared/src/hooks/useModalManager.ts
type ModalKey (line 3) | type ModalKey = 'linkAccounts'
type ModalManagerAction (line 4) | type ModalManagerAction =
type ModalManagerContext (line 7) | type ModalManagerContext = {
function useModalManager (line 12) | function useModalManager() {
FILE: libs/client/shared/src/hooks/useProviderStatus.ts
function useProviderStatus (line 3) | function useProviderStatus() {
FILE: libs/client/shared/src/hooks/useQueryParam.ts
function useQueryParam (line 9) | function useQueryParam(
FILE: libs/client/shared/src/hooks/useScreenSize.ts
type SCREEN (line 4) | enum SCREEN {
FILE: libs/client/shared/src/hooks/useTeller.ts
type TellerEnvironment (line 14) | type TellerEnvironment = 'sandbox' | 'development' | 'production' | unde...
type TellerAccountSelection (line 15) | type TellerAccountSelection = 'disabled' | 'single' | 'multiple' | undef...
constant TC_JS (line 16) | const TC_JS = 'https://cdn.teller.io/connect/connect.js'
type ManagerState (line 134) | interface ManagerState {
FILE: libs/client/shared/src/providers/AccountContextProvider.tsx
type AccountValuationFields (line 8) | type AccountValuationFields = {
type StockValuationFields (line 15) | type StockValuationFields = {
type StockMetadataValues (line 21) | type StockMetadataValues = {
type UpdateStockFields (line 26) | type UpdateStockFields = StockMetadataValues & StockValuationFields
type PropertyMetadataValues (line 29) | type PropertyMetadataValues = {
type CreatePropertyFields (line 36) | type CreatePropertyFields = PropertyMetadataValues & AccountValuationFields
type UpdatePropertyFields (line 37) | type UpdatePropertyFields = PropertyMetadataValues
type VehicleValues (line 40) | type VehicleValues = { make: string; model: string; year: string }
type CreateVehicleFields (line 42) | type CreateVehicleFields = VehicleValues & AccountValuationFields
type UpdateVehicleFields (line 43) | type UpdateVehicleFields = VehicleValues
type AssetValues (line 46) | type AssetValues = { name: string; categoryUser: AccountCategory }
type CreateAssetFields (line 47) | type CreateAssetFields = AssetValues & AccountValuationFields
type UpdateAssetFields (line 48) | type UpdateAssetFields = AssetValues
type LiabilityValues (line 51) | type LiabilityValues = { name: string; categoryUser: AccountCategory }
type LoanValues (line 52) | type LoanValues = {
type CreateLiabilityFields (line 59) | type CreateLiabilityFields = LiabilityValues & LoanValues & AccountValua...
type UpdateLiabilityFields (line 60) | type UpdateLiabilityFields = CreateLiabilityFields
type AccountManager (line 62) | type AccountManager =
type AccountContext (line 76) | interface AccountContext {
function useAccountContext (line 88) | function useAccountContext() {
function AccountContextProvider (line 98) | function AccountContextProvider({ children }: PropsWithChildren<{}>) {
FILE: libs/client/shared/src/providers/AxiosProvider.tsx
type CreateInstanceOptions (line 7) | type CreateInstanceOptions = {
type AxiosContextValue (line 14) | type AxiosContextValue = {
function createInstance (line 23) | function createInstance(options?: CreateInstanceOptions) {
function AxiosProvider (line 70) | function AxiosProvider({ children, baseUrl }: PropsWithChildren<{ baseUr...
FILE: libs/client/shared/src/providers/LayoutContextProvider.tsx
function useLayoutContext (line 8) | function useLayoutContext() {
function LayoutContextProvider (line 12) | function LayoutContextProvider({
FILE: libs/client/shared/src/providers/LogProvider.tsx
type Logger (line 4) | type Logger = Pick<Console, 'log' | 'info' | 'error' | 'warn' | 'debug'>
function LogProvider (line 8) | function LogProvider({ logger, children }: PropsWithChildren<{ logger: L...
FILE: libs/client/shared/src/providers/PopoutProvider.tsx
type PopoutContext (line 4) | interface PopoutContext {
function usePopoutContext (line 12) | function usePopoutContext() {
function PopoutProvider (line 20) | function PopoutProvider({ children }: PropsWithChildren<{}>) {
FILE: libs/client/shared/src/providers/QueryProvider.tsx
type QueryClientProviderProps (line 6) | interface QueryClientProviderProps {
function QueryProvider (line 38) | function QueryProvider({ children }: QueryClientProviderProps) {
FILE: libs/client/shared/src/providers/UserAccountContextProvider.tsx
type UserAccountContext (line 11) | interface UserAccountContext {
function useUserAccountContext (line 27) | function useUserAccountContext() {
function UserAccountContextProvider (line 37) | function UserAccountContextProvider({ children }: PropsWithChildren<{}>) {
FILE: libs/client/shared/src/types/client-side-feature-flags.ts
type MetricStatus (line 1) | type MetricStatus = 'coming-soon' | 'under-construction' | 'active'
FILE: libs/client/shared/src/types/react-types.ts
type WithChildrenRenderProps (line 3) | type WithChildrenRenderProps<Props, RenderProps> = Props & {
FILE: libs/client/shared/src/utils/account-utils.ts
function getCategoryColorClassName (line 17) | function getCategoryColorClassName(category: AccountCategory) {
function getCategoryIcon (line 35) | function getCategoryIcon(category: AccountCategory) {
function invalidateAccountQueries (line 56) | function invalidateAccountQueries(queryClient: QueryClient, aggregates =...
function formatLoanTerm (line 66) | function formatLoanTerm({
FILE: libs/client/shared/src/utils/browser-utils.ts
function copyToClipboard (line 1) | async function copyToClipboard(text: string) {
function getLocalStorageSession (line 9) | function getLocalStorageSession<TData>(key: string, initialValue: TData) {
FILE: libs/client/shared/src/utils/form-utils.ts
type ValidateFormDateOpts (line 7) | type ValidateFormDateOpts = {
function validateFormDate (line 13) | function validateFormDate(date: string | null, opts?: ValidateFormDateOp...
FILE: libs/client/shared/src/utils/image-loaders.ts
function isJSON (line 3) | function isJSON(str: string): boolean {
function enhancerizerLoader (line 12) | function enhancerizerLoader({ src, width }: ImageLoaderProps): string {
FILE: libs/design-system/docs/util/Swatch.tsx
type SwatchProps (line 4) | interface SwatchProps {
function Swatch (line 9) | function Swatch({ color, className }: SwatchProps): JSX.Element {
FILE: libs/design-system/docs/util/SwatchGroup.tsx
type SwatchGroupProps (line 3) | interface SwatchGroupProps {
function SwatchGroup (line 9) | function SwatchGroup({ heading, description, children }: SwatchGroupProp...
FILE: libs/design-system/src/lib/AccordionRow/AccordionRow.tsx
type AccordionRowProps (line 14) | interface AccordionRowProps extends HTMLAttributes<HTMLElement> {
function AccordionRow (line 45) | function AccordionRow({
FILE: libs/design-system/src/lib/Alert/Alert.tsx
type AlertVariant (line 11) | type AlertVariant = 'info' | 'error' | 'success'
type AlertProps (line 25) | interface AlertProps {
function Alert (line 39) | function Alert({
FILE: libs/design-system/src/lib/Badge/Badge.tsx
type BadgeVariant (line 31) | type BadgeVariant = keyof typeof BadgeVariants
type BadgeProps (line 38) | interface BadgeProps extends HTMLAttributes<HTMLElement> {
function Badge (line 57) | function Badge({
FILE: libs/design-system/src/lib/Breadcrumb/Breadcrumb.tsx
type BreadcrumbProps (line 7) | interface BreadcrumbProps {
function Breadcrumb (line 13) | function Breadcrumb({ href, className, children }: BreadcrumbProps): JSX...
type BreadcrumbGroupProps (line 26) | interface BreadcrumbGroupProps extends HTMLAttributes<HTMLDivElement> {
function Group (line 31) | function Group({ className, children, ...rest }: BreadcrumbGroupProps): ...
FILE: libs/design-system/src/lib/Button/Button.tsx
type ButtonVariant (line 18) | type ButtonVariant = keyof typeof ButtonVariants
type ButtonProps (line 20) | type ButtonProps = Omit<React.ButtonHTMLAttributes<HTMLButtonElement>, '...
function Button (line 51) | function Button(
type SpinnerProps (line 100) | interface SpinnerProps {
function Spinner (line 104) | function Spinner({ fill }: SpinnerProps): JSX.Element {
FILE: libs/design-system/src/lib/Checkbox/Checkbox.tsx
type CheckboxProps (line 5) | interface CheckboxProps {
function Checkbox (line 15) | function Checkbox({
FILE: libs/design-system/src/lib/DatePicker/DatePicker.tsx
constant INPUT_DATE_FORMAT (line 14) | const INPUT_DATE_FORMAT = 'MM / dd / yyyy'
type DatePickerProps (line 16) | interface DatePickerProps {
function toFormattedStr (line 30) | function toFormattedStr(date: string | null) {
function DatePicker (line 35) | function DatePicker(
FILE: libs/design-system/src/lib/DatePicker/DatePickerCalendar.tsx
type DatePickerCalendarProps (line 10) | interface DatePickerCalendarProps {
function DatePickerCalendar (line 18) | function DatePickerCalendar({
FILE: libs/design-system/src/lib/DatePicker/DatePickerInput.tsx
type DatePickerInput (line 6) | interface DatePickerInput {
function DatePickerInput (line 17) | function DatePickerInput({
FILE: libs/design-system/src/lib/DatePicker/DatePickerMonth.tsx
type DatePickerMonthProps (line 7) | interface DatePickerMonthProps {
function DatePickerMonth (line 14) | function DatePickerMonth({
FILE: libs/design-system/src/lib/DatePicker/DatePickerQuickSelect.tsx
type DatePickerQuickSelectProps (line 7) | interface DatePickerQuickSelectProps {
function DatePickerQuickSelect (line 13) | function DatePickerQuickSelect({ ranges, value, onChange }: DatePickerQu...
FILE: libs/design-system/src/lib/DatePicker/DatePickerRange/DatePickerRange.tsx
type DatePickerRangeProps (line 18) | interface DatePickerRangeProps {
function DatePickerRange (line 30) | function DatePickerRange({
FILE: libs/design-system/src/lib/DatePicker/DatePickerRange/DatePickerRangeButton.tsx
type DatePickerRangeButtonProps (line 6) | interface DatePickerRangeButtonProps {
function DatePickerRangeButton (line 12) | function DatePickerRangeButton({
FILE: libs/design-system/src/lib/DatePicker/DatePickerRange/DatePickerRangeCalendar.tsx
type DatePickerRangeCalendarProps (line 12) | interface DatePickerRangeCalendarProps {
function DatePickerRangeCalendar (line 21) | function DatePickerRangeCalendar({
FILE: libs/design-system/src/lib/DatePicker/DatePickerRange/DatePickerRangeTabs.tsx
type DatePickerRangeTabsProps (line 8) | type DatePickerRangeTabsProps =
function DefaultTab (line 24) | function DefaultTab({ value, selected }: { value: string; selected: bool...
constant NOT_SELECTED_TAB_INDEX (line 37) | const NOT_SELECTED_TAB_INDEX = 999
function DatePickerRangeTabs (line 40) | function DatePickerRangeTabs(props: DatePickerRangeTabsProps) {
FILE: libs/design-system/src/lib/DatePicker/DatePickerYear.tsx
type DatePickerYearProps (line 7) | interface DatePickerYearProps {
function DatePickerYear (line 16) | function DatePickerYear({
FILE: libs/design-system/src/lib/DatePicker/selectableRanges.ts
type DateRange (line 3) | type DateRange = {
type SelectableRangeKeys (line 8) | type SelectableRangeKeys =
type SelectableDateRange (line 22) | type SelectableDateRange = DateRange & {
FILE: libs/design-system/src/lib/DatePicker/utils.tsx
type DisabledProps (line 4) | type DisabledProps = {
constant MIN_SUPPORTED_DATE (line 44) | const MIN_SUPPORTED_DATE = DateTime.utc().minus({ years: 30 }).startOf('...
constant MAX_SUPPORTED_DATE (line 45) | const MAX_SUPPORTED_DATE = DateTime.utc().startOf('day')
FILE: libs/design-system/src/lib/Dialog/Dialog.tsx
type DialogProps (line 16) | interface DialogProps {
function DialogRoot (line 32) | function DialogRoot({
type DialogChildProps (line 153) | type DialogChildProps = {
function Title (line 158) | function Title({ className, children, ...rest }: DialogChildProps) {
function Content (line 166) | function Content({ className, children, ...rest }: DialogChildProps) {
function Description (line 174) | function Description({ className, children, ...rest }: DialogChildProps) {
function Actions (line 182) | function Actions({ className, children, ...rest }: DialogChildProps) {
FILE: libs/design-system/src/lib/Dialog/DialogV2.tsx
type ExtractProps (line 7) | type ExtractProps<T> = T extends React.ComponentType<infer P> ? P : T
type Size (line 18) | type Size = keyof typeof DialogSize
type DialogProps (line 20) | type DialogProps = {
function DialogV2 (line 31) | function DialogV2({
FILE: libs/design-system/src/lib/FormGroup/FormGroup.tsx
type FormGroupProps (line 4) | interface FormGroupProps {
function FormGroup (line 9) | function FormGroup({ className, children, ...rest }: FormGroupProps): JS...
FILE: libs/design-system/src/lib/FractionalCircle/FractionalCircle.tsx
type CircleProps (line 3) | type CircleProps = {
function Circle (line 11) | function Circle({ radius, stroke, className, percent = 100 }: CircleProp...
type FractionalCircleProps (line 32) | type FractionalCircleProps = {
function FractionalCircle (line 58) | function FractionalCircle({
FILE: libs/design-system/src/lib/IndexTabs/IndexTabs.tsx
type IndexTabsProps (line 7) | interface IndexTabsProps extends HTMLAttributes<HTMLElement> {
function IndexTabs (line 16) | function IndexTabs({
FILE: libs/design-system/src/lib/Listbox/Listbox.tsx
type ExtractProps (line 11) | type ExtractProps<T> = T extends React.ComponentType<infer P> ? P : T
type ListboxButtonVariant (line 21) | type ListboxButtonVariant = keyof typeof ListboxButtonVariants
type ListboxButtonProps (line 23) | interface ListboxButtonProps extends React.ButtonHTMLAttributes<HTMLButt...
function Listbox (line 55) | function Listbox({
function Button (line 76) | function Button({
type ListboxOptionsProps (line 155) | type ListboxOptionsProps = ExtractProps<typeof HeadlessListbox.Options>
function Options (line 157) | function Options({
type Position (line 212) | type Position = 'left' | 'right'
type ListboxOptionProps (line 214) | type ListboxOptionProps = {
function Option (line 220) | function Option({
FILE: libs/design-system/src/lib/LoadingPlaceholder/LoadingPlaceholder.tsx
function LoadingPlaceholder (line 4) | function LoadingPlaceholder({
FILE: libs/design-system/src/lib/LoadingSpinner/LoadingSpinner.tsx
type LoadingSpinnerProps (line 5) | interface LoadingSpinnerProps extends React.SVGAttributes<SVGElement> {
function LoadingSpinner (line 9) | function LoadingSpinner({
FILE: libs/design-system/src/lib/Menu/Menu.tsx
type ExtractProps (line 10) | type ExtractProps<T> = T extends React.ComponentType<infer P> ? P : T
function Menu (line 16) | function Menu({ className, ...rest }: ExtractProps<typeof HeadlessMenu>) {
function Button (line 26) | function Button({
type ItemsProps (line 34) | type ItemsProps = ExtractProps<typeof HeadlessMenu.Items>
function Items (line 36) | function Items({
type ItemProps (line 89) | type ItemProps<T extends React.ElementType | React.ComponentType> = Prop...
function Item (line 97) | function Item<T extends React.ElementType | React.ComponentType = 'butto...
function ItemNextLink (line 156) | function ItemNextLink(props: Omit<ItemProps<typeof NextLink>, 'as'>) {
FILE: libs/design-system/src/lib/Popover/Popover.tsx
type ExtractProps (line 10) | type ExtractProps<T> = T extends React.ComponentType<infer P> ? P : T
function Popover (line 16) | function Popover({ className, ...rest }: ExtractProps<typeof HeadlessPop...
function Button (line 30) | function Button({
function PanelButton (line 54) | function PanelButton(
type PopoverPanelProps (line 60) | type PopoverPanelProps = ExtractProps<typeof HeadlessPopover.Panel>
function Panel (line 62) | function Panel({
FILE: libs/design-system/src/lib/RTEditor/RTEditor.tsx
type RTEditorProps (line 14) | type RTEditorProps = {
function RTEditor (line 20) | function RTEditor({ hideControls = false, editor, className }: RTEditorP...
function RichTextEditorMenuBar (line 35) | function RichTextEditorMenuBar({ editor }: { editor: Editor | null }) {
function MenuButton (line 76) | function MenuButton({
FILE: libs/design-system/src/lib/RadioGroup/RadioGroup.tsx
type ExtractProps (line 5) | type ExtractProps<T> = T extends React.ComponentType<infer P> ? P : T
function RadioGroup (line 7) | function RadioGroup(props: ExtractProps<typeof HeadlessRadio>) {
function RadioOption (line 11) | function RadioOption({
FILE: libs/design-system/src/lib/Slider/Slider.tsx
type SliderProps (line 23) | type SliderProps = {
function Slider (line 33) | function Slider({
FILE: libs/design-system/src/lib/Step/Step.tsx
type ExtractProps (line 8) | type ExtractProps<T> = T extends React.ComponentType<infer P> ? P : T
function Step (line 20) | function Step({
function registerStepReducer (line 98) | function registerStepReducer(state: HTMLElement[], stepElement: HTMLElem...
function Group (line 106) | function Group({
function List (line 143) | function List({ className, ...rest }: ExtractProps<typeof HeadlessTab.Li...
function Panels (line 152) | function Panels({ className, ...rest }: ExtractProps<typeof HeadlessTab....
function Panel (line 156) | function Panel({ className, ...rest }: ExtractProps<typeof HeadlessTab.P...
FILE: libs/design-system/src/lib/Tab/Tab.tsx
type ExtractProps (line 5) | type ExtractProps<T> = T extends React.ComponentType<infer P> ? P : T
function Tab (line 7) | function Tab({
function Group (line 33) | function Group(props: ExtractProps<typeof HeadlessTab.Group>): JSX.Eleme...
function List (line 37) | function List({ className, ...rest }: ExtractProps<typeof HeadlessTab.Li...
function Panels (line 49) | function Panels({ className, ...rest }: ExtractProps<typeof HeadlessTab....
function Panel (line 53) | function Panel({ className, ...rest }: ExtractProps<typeof HeadlessTab.P...
FILE: libs/design-system/src/lib/Takeover/Takeover.tsx
type ExtractProps (line 5) | type ExtractProps<T> = T extends React.ComponentType<infer P> ? P : T
type TakeoverProps (line 7) | type TakeoverProps = ExtractProps<typeof Dialog> & {
function Takeover (line 11) | function Takeover({
FILE: libs/design-system/src/lib/Toast/Toast.tsx
type ToastVariant (line 27) | type ToastVariant = keyof typeof ToastVariants
type ToastProps (line 29) | interface ToastProps extends HTMLAttributes<HTMLDivElement> {
function Toast (line 39) | function Toast({ variant = 'info', children, className, ...rest }: Toast...
FILE: libs/design-system/src/lib/Toggle/Toggle.tsx
type ToggleSize (line 17) | type ToggleSize = keyof typeof ToggleSizes
type ToggleProps (line 19) | interface ToggleProps {
function Toggle (line 28) | function Toggle({
FILE: libs/design-system/src/lib/Tooltip/Tooltip.tsx
type TooltipProps (line 5) | type TooltipProps = TippyProps
function Tooltip (line 7) | function Tooltip({ content, children, className, ...rest }: TooltipProps) {
FILE: libs/design-system/src/lib/TrendLine/TrendLine.tsx
constant CIRCLE_RADIUS (line 8) | const CIRCLE_RADIUS = 1
type TrendLineProps (line 10) | interface TrendLineProps extends React.HTMLAttributes<HTMLDivElement> {
function TrendLine (line 19) | function TrendLine({
FILE: libs/design-system/src/lib/inputs/Input/Input.tsx
type InputVariant (line 13) | type InputVariant = keyof typeof InputVariants
type InputProps (line 15) | interface InputProps extends InputHTMLAttributes<HTMLInputElement> {
function Input (line 47) | function Input(
FILE: libs/design-system/src/lib/inputs/InputColorHint/InputColorHint.tsx
type InputColorHintColor (line 14) | type InputColorHintColor = keyof typeof InputColorHintColors
type InputColorHintProps (line 16) | interface InputColorHintProps extends HTMLAttributes<HTMLSpanElement> {
function InputColorHint (line 21) | function InputColorHint({
FILE: libs/design-system/src/lib/inputs/InputCurrency/InputCurrency.spec.tsx
function ControlledInputCurrency (line 5) | function ControlledInputCurrency(props: { [key: string]: unknown }): JSX...
FILE: libs/design-system/src/lib/inputs/InputCurrency/InputCurrency.tsx
type InputCurrencyProps (line 5) | type InputCurrencyProps = Omit<InputProps, 'value' | 'defaultValue' | 'o...
function InputCurrency (line 17) | function InputCurrency(
FILE: libs/design-system/src/lib/inputs/InputHint/InputHint.tsx
type InputHintProps (line 4) | interface InputHintProps {
function InputHint (line 10) | function InputHint({
FILE: libs/design-system/src/lib/inputs/InputPassword/InputPassword.tsx
type PasswordValidation (line 15) | interface PasswordValidation {
type PasswordValidator (line 20) | interface PasswordValidator {
type InputPasswordProps (line 24) | interface InputPasswordProps extends Omit<InputProps, 'type'> {
constant COMPLEXITY_SCORE_NAMES (line 41) | const COMPLEXITY_SCORE_NAMES = ['very weak', 'weak', 'fair', 'strong', '...
function InputPassword (line 48) | function InputPassword({
FILE: libs/server/features/src/account-balance/balance-sync.strategy.ts
type IBalanceSyncStrategy (line 5) | interface IBalanceSyncStrategy {
method constructor (line 10) | constructor(protected readonly prisma: PrismaClient) {}
method syncAccountBalances (line 12) | async syncAccountBalances(account: Account) {
type IBalanceSyncStrategyFactory (line 28) | interface IBalanceSyncStrategyFactory {
class BalanceSyncStrategyFactory (line 32) | class BalanceSyncStrategyFactory implements IBalanceSyncStrategyFactory {
method constructor (line 33) | constructor(private readonly strategies: Record<Account['type'], IBala...
method for (line 35) | for(account: Account): IBalanceSyncStrategy {
FILE: libs/server/features/src/account-balance/investment-transaction-balance-sync.strategy.ts
class InvestmentTransactionBalanceSyncStrategy (line 7) | class InvestmentTransactionBalanceSyncStrategy extends BalanceSyncStrate...
method constructor (line 8) | constructor(private readonly logger: Logger, prisma: PrismaClient) {
method syncBalances (line 12) | async syncBalances(account: Account, startDate: DateTime) {
FILE: libs/server/features/src/account-balance/loan-balance-sync.strategy.ts
class LoanBalanceSyncStrategy (line 7) | class LoanBalanceSyncStrategy extends BalanceSyncStrategyBase {
method constructor (line 8) | constructor(private readonly logger: Logger, prisma: PrismaClient) {
method syncBalances (line 12) | async syncBalances(account: Account, startDate: DateTime) {
FILE: libs/server/features/src/account-balance/transaction-balance-sync.strategy.ts
class TransactionBalanceSyncStrategy (line 6) | class TransactionBalanceSyncStrategy extends BalanceSyncStrategyBase {
method constructor (line 7) | constructor(private readonly logger: Logger, prisma: PrismaClient) {
method syncBalances (line 11) | async syncBalances(account: Account, startDate: DateTime) {
FILE: libs/server/features/src/account-balance/valuation-balance-sync.strategy.ts
class ValuationBalanceSyncStrategy (line 6) | class ValuationBalanceSyncStrategy extends BalanceSyncStrategyBase {
method constructor (line 7) | constructor(private readonly logger: Logger, prisma: PrismaClient) {
method syncBalances (line 11) | async syncBalances(account: Account, startDate: DateTime) {
FILE: libs/server/features/src/account-connection/account-connection.processor.ts
type IAccountConnectionProcessor (line 11) | interface IAccountConnectionProcessor {
class AccountConnectionProcessor (line 18) | class AccountConnectionProcessor implements IAccountConnectionProcessor {
method constructor (line 19) | constructor(
method sync (line 26) | async sync(
FILE: libs/server/features/src/account-connection/account-connection.provider.ts
type AccountConnectionSyncEvent (line 4) | type AccountConnectionSyncEvent = { type: 'error'; error: unknown } | { ...
type IAccountConnectionProvider (line 6) | interface IAccountConnectionProvider {
type IAccountConnectionProviderFactory (line 12) | interface IAccountConnectionProviderFactory {
class AccountConnectionProviderFactory (line 16) | class AccountConnectionProviderFactory implements IAccountConnectionProv...
method constructor (line 17) | constructor(
method for (line 21) | for(connection: AccountConnection): IAccountConnectionProvider {
FILE: libs/server/features/src/account-connection/account-connection.service.ts
type IAccountConnectionService (line 10) | interface IAccountConnectionService {
class AccountConnectionService (line 25) | class AccountConnectionService implements IAccountConnectionService {
method constructor (line 26) | constructor(
method get (line 35) | async get(id: AccountConnection['id']) {
method getAll (line 42) | async getAll(userId: User['id']) {
method sync (line 50) | async sync(id: AccountConnection['id'], options?: SyncConnectionOption...
method syncBalances (line 67) | async syncBalances(id: AccountConnection['id']) {
method syncSecurities (line 83) | async syncSecurities(id: AccountConnection['id']) {
method disconnect (line 140) | async disconnect(id: AccountConnection['id']) {
method reconnect (line 163) | async reconnect(id: AccountConnection['id']) {
method update (line 186) | async update(id: AccountConnection['id'], data: Prisma.AccountConnecti...
method delete (line 193) | async delete(id: AccountConnection['id']) {
FILE: libs/server/features/src/account/account-query.service.ts
type PaginationOptions (line 17) | type PaginationOptions = { page: number; pageSize: number }
type ValuationTrend (line 19) | type ValuationTrend = {
type BalanceSeries (line 29) | type BalanceSeries = {
type ReturnSeries (line 35) | type ReturnSeries = {
type NetWorthSeries (line 43) | type NetWorthSeries = {
type AccountRollup (line 51) | type AccountRollup = {
type IAccountQueryService (line 67) | interface IAccountQueryService {
class AccountQueryService (line 109) | class AccountQueryService implements IAccountQueryService {
method constructor (line 110) | constructor(private readonly logger: Logger, private readonly pg: PgSe...
method getHoldingsEnriched (line 112) | async getHoldingsEnriched(accountId: Account['id'], { page, pageSize }...
method getValuationTrends (line 152) | async getValuationTrends(accountId: Account['id'], start?: DateTime, e...
method getReturnSeries (line 216) | async getReturnSeries(accountId: Account['id'], start: string, end: st...
method getBalanceSeries (line 297) | async getBalanceSeries(
method getNetWorthSeries (line 331) | async getNetWorthSeries(
method getRollup (line 440) | async getRollup(
FILE: libs/server/features/src/account/account.processor.ts
type IAccountProcessor (line 8) | interface IAccountProcessor {
class AccountProcessor (line 12) | class AccountProcessor implements IAccountProcessor {
method constructor (line 13) | constructor(
method sync (line 19) | async sync(jobData: SyncAccountQueueJobData) {
FILE: libs/server/features/src/account/account.provider.ts
type IAccountProvider (line 4) | interface IAccountProvider {
class NoOpAccountProvider (line 9) | class NoOpAccountProvider implements IAccountProvider {
method sync (line 10) | sync(_account: Account) {
method delete (line 14) | delete(_account: Account) {
type IAccountProviderFactory (line 19) | interface IAccountProviderFactory {
class AccountProviderFactory (line 23) | class AccountProviderFactory implements IAccountProviderFactory {
method constructor (line 24) | constructor(
method for (line 28) | for(account: Account): IAccountProvider {
FILE: libs/server/features/src/account/account.service.ts
type IAccountService (line 19) | interface IAccountService {
class AccountService (line 38) | class AccountService implements IAccountService {
method constructor (line 39) | constructor(
method get (line 48) | async get(id: Account['id']) {
method getAll (line 60) | async getAll(userId: User['id']): Promise<SharedType.AccountsResponse> {
method getAccountDetails (line 101) | async getAccountDetails(id: Account['id']) {
method create (line 125) | async create(
method update (line 137) | async update(id: Account['id'], data: Prisma.AccountUncheckedUpdateInp...
method sync (line 145) | async sync(id: Account['id']) {
method syncBalances (line 151) | async syncBalances(id: Account['id']) {
method delete (line 162) | async delete(id: Account['id']) {
method getTransactions (line 166) | async getTransactions(accountId: Account['id'], page = 0, start?: Date...
method getHoldings (line 197) | async getHoldings(
method getInvestmentTransactions (line 234) | async getInvestmentTransactions(
method getBalance (line 273) | async getBalance(
method getBalances (line 285) | async getBalances(
method getReturns (line 315) | async getReturns(
method getAccountRollup (line 339) | async getAccountRollup(
method getOldestBalanceDate (line 423) | private async getOldestBalanceDate(accountId: Account['id']): Promise<...
FILE: libs/server/features/src/account/insight.service.ts
type UserInsightOptions (line 16) | type UserInsightOptions = {
type AccountInsightOptions (line 22) | type AccountInsightOptions = {
type HoldingInsightOptions (line 27) | type HoldingInsightOptions = {
type PlanInsightOptions (line 32) | type PlanInsightOptions = {
type IInsightService (line 37) | interface IInsightService {
class InsightService (line 44) | class InsightService implements IInsightService {
method constructor (line 45) | constructor(private readonly logger: Logger, private readonly prisma: ...
method getUserInsights (line 47) | async getUserInsights({
method getAccountInsights (line 227) | async getAccountInsights({
method getHoldingInsights (line 295) | async getHoldingInsights({
method getPlanInsights (line 337) | async getPlanInsights({ userId, now = DateTime.utc() }: PlanInsightOpt...
method _accountSummary (line 377) | private _accountSummary(accountIds: Prisma.Sql | number[], now: DateTi...
method _assetSummary (line 460) | private _assetSummary(accountIds: Prisma.Sql | number[], now: DateTime) {
method _transactionSummary (line 541) | private _transactionSummary(accountIds: Prisma.Sql | number[], now: Da...
method _holdingSummary (line 606) | private _holdingSummary(accountId: Account['id']) {
method _holdingBreakdown (line 650) | private _holdingBreakdown(accountIds: Prisma.Sql | number[]) {
method _investmentTransactionSummary (line 704) | private _investmentTransactionSummary(accountId: Account['id'], now: D...
method _portfolioReturn (line 735) | private _portfolioReturn(accountId: Account['id'], now: DateTime) {
method _projectionAssetBreakdown (line 768) | private _projectionAssetBreakdown(accountIds: Prisma.Sql, now: DateTim...
method _projectionLiabilityBreakdown (line 833) | private _projectionLiabilityBreakdown(accountIds: Prisma.Sql, now: Dat...
FILE: libs/server/features/src/auth-user/auth-user.service.ts
type IAuthUserService (line 5) | interface IAuthUserService {
class AuthUserService (line 10) | class AuthUserService implements IAuthUserService {
method constructor (line 11) | constructor(private readonly logger: Logger, private readonly prisma: ...
method get (line 13) | async get(id: AuthUser['id']) {
method getByEmail (line 19) | async getByEmail(email: AuthUser['email']) {
method updatePassword (line 26) | async updatePassword(id: AuthUser['id'], oldPassword: string, newPassw...
method create (line 40) | async create(data: Prisma.AuthUserCreateInput & { firstName: string; l...
method delete (line 45) | async delete(id: AuthUser['id']) {
FILE: libs/server/features/src/email/email.processor.ts
type IEmailProcessor (line 7) | interface IEmailProcessor {
class EmailProcessor (line 12) | class EmailProcessor implements IEmailProcessor {
method constructor (line 13) | constructor(
method send (line 19) | async send(jobData: SendEmailQueueJobData) {
method sendTrialEndReminders (line 51) | async sendTrialEndReminders() {
FILE: libs/server/features/src/email/email.service.ts
type IEmailProvider (line 7) | interface IEmailProvider {
class EmailService (line 24) | class EmailService implements IEmailProvider {
method constructor (line 26) | constructor(
method send (line 60) | async send(
method sendTemplate (line 79) | async sendTemplate(
FILE: libs/server/features/src/email/providers/postmark.provider.ts
class PostmarkEmailProvider (line 9) | class PostmarkEmailProvider implements IEmailProvider {
method constructor (line 10) | constructor(
method send (line 23) | async send(
method sendTemplate (line 47) | async sendTemplate(
method sendEmailWithTemplate (line 67) | private async sendEmailWithTemplate(
method sendEmail (line 83) | private async sendEmail(message: Message): Promise<MessageSendingRespo...
method sendEmailBatchWithTemplate (line 97) | private async sendEmailBatchWithTemplate(
method sendEmailBatch (line 119) | private async sendEmailBatch(messages: Message[]): Promise<MessageSend...
FILE: libs/server/features/src/email/providers/smtp.provider.ts
type NodemailerMessage (line 7) | type NodemailerMessage = {
class SmtpProvider (line 19) | class SmtpProvider implements IEmailProvider {
method constructor (line 20) | constructor(
method send (line 34) | async send(
method sendEmail (line 51) | private async sendEmail(message: NodemailerMessage): Promise<void> {
method sendEmailBatch (line 65) | private async sendEmailBatch(messages: NodemailerMessage[]): Promise<S...
FILE: libs/server/features/src/holding/holding.service.ts
class HoldingService (line 7) | class HoldingService {
method constructor (line 8) | constructor(private readonly logger: Logger, private readonly prisma: ...
method get (line 10) | async get(id: Holding['id']) {
method getHoldingDetails (line 17) | async getHoldingDetails(id: Holding['id']): Promise<SharedType.Account...
method update (line 63) | async update(id: Holding['id'], data: Prisma.HoldingUncheckedUpdateInp...
FILE: libs/server/features/src/institution/institution.provider.ts
type IInstitutionProvider (line 3) | interface IInstitutionProvider {
type IInstitutionProviderFactory (line 7) | interface IInstitutionProviderFactory {
class InstitutionProviderFactory (line 11) | class InstitutionProviderFactory implements IInstitutionProviderFactory {
method constructor (line 12) | constructor(private readonly providers: Record<Provider, IInstitutionP...
method for (line 14) | for(p: Provider): IInstitutionProvider {
FILE: libs/server/features/src/institution/institution.service.ts
type IInstitutionService (line 10) | interface IInstitutionService {
class InstitutionService (line 16) | class InstitutionService implements IInstitutionService {
method constructor (line 17) | constructor(
method getAll (line 24) | async getAll({
method sync (line 189) | async sync(provider: Provider) {
method deduplicateInstitutions (line 234) | async deduplicateInstitutions() {
FILE: libs/server/features/src/plan/plan.schema.ts
type RetirementTemplate (line 27) | type RetirementTemplate = z.infer<typeof RetirementTemplateSchema>
type PlanTemplate (line 28) | type PlanTemplate = z.infer<typeof PlanTemplateSchema>
FILE: libs/server/features/src/plan/plan.service.ts
constant PERCENTILES (line 13) | const PERCENTILES: Decimal[] = ['0.1', '0.9'].map((p) => new Decimal(p))
constant MONTE_CARLO_N (line 14) | const MONTE_CARLO_N = 1_000
type PlanWithEventsMilestones (line 16) | type PlanWithEventsMilestones = Plan & { events: PlanEvent[]; milestones...
type PlanWithEventsMilestonesUser (line 17) | type PlanWithEventsMilestonesUser = PlanWithEventsMilestones & { user: U...
type ValueRefMap (line 19) | type ValueRefMap = Record<string, Prisma.Decimal>
function resolveValueRef (line 21) | function resolveValueRef(valueRef: string, valueRefMap: ValueRefMap): Pr...
function yearToDate (line 25) | function yearToDate(year: number) {
constant PROJECTION_ASSET_PARAMS (line 32) | const PROJECTION_ASSET_PARAMS: {
type IPlanService (line 43) | interface IPlanService {
class PlanService (line 58) | class PlanService implements IPlanService {
method constructor (line 59) | constructor(
method get (line 65) | async get(id: Plan['id']): Promise<SharedType.Plan> {
method getAll (line 78) | async getAll(userId: User['id']): Promise<SharedType.PlansResponse> {
method create (line 99) | async create(data: Prisma.PlanUncheckedCreateInput) {
method createWithTemplate (line 105) | async createWithTemplate(user: User, template: PlanTemplate) {
method update (line 117) | async update(id: Plan['id'], data: Prisma.PlanUncheckedUpdateInput) {
method updateWithTemplate (line 131) | async updateWithTemplate(planId: Plan['id'], template: PlanTemplate, r...
method delete (line 147) | async delete(id: Plan['id']) {
method projections (line 151) | async projections(id: Plan['id']) {
method _connectTemplate (line 205) | private async _connectTemplate(
method _connectRetirementTemplate (line 237) | private async _connectRetirementTemplate(
method _toProjectionInput (line 312) | private _toProjectionInput(
method _toValueRefMap (line 382) | private _toValueRefMap(insights: SharedType.PlanInsights): ValueRefMap {
method _getValueRefMap (line 389) | private async _getValueRefMap(userId: User['id']): Promise<ValueRefMap> {
method _mapToSharedPlan (line 397) | private _mapToSharedPlan(
method _mapToProjectionTimeSeries (line 415) | private _mapToProjectionTimeSeries(
method _mapToSimulationTimeSeries (line 449) | private _mapToSimulationTimeSeries(
FILE: libs/server/features/src/plan/projection/monte-carlo.ts
type MonteCarloOptions (line 3) | type MonteCarloOptions = {
function monteCarlo (line 7) | function monteCarlo<T>(
FILE: libs/server/features/src/plan/projection/projection-calculator.spec.ts
method toEqualDecimal (line 7) | toEqualDecimal(
type CustomMatchers (line 23) | interface CustomMatchers<R = unknown> {
type Expect (line 30) | interface Expect extends CustomMatchers {}
type Matchers (line 31) | interface Matchers<R> extends CustomMatchers<R> {}
type InverseAsymmetricMatchers (line 32) | interface InverseAsymmetricMatchers extends CustomMatchers {}
FILE: libs/server/features/src/plan/projection/projection-calculator.ts
type ProjectionAsset (line 7) | type ProjectionAsset = {
type ProjectionLiability (line 12) | type ProjectionLiability = {
type ProjectionMilestone (line 17) | type ProjectionMilestone = {
type ProjectionEvent (line 31) | type ProjectionEvent = {
type ProjectionInput (line 38) | type ProjectionInput = {
type ProjectionSeriesData (line 46) | type ProjectionSeriesData = {
type IProjectionCalculator (line 55) | interface IProjectionCalculator {
class ProjectionCalculator (line 59) | class ProjectionCalculator implements IProjectionCalculator {
method calculate (line 60) | calculate(input: ProjectionInput, now = DateTime.now()): ProjectionSer...
method isActive (line 179) | private isActive(
FILE: libs/server/features/src/plan/projection/projection-value.ts
type ProjectionValue (line 4) | type ProjectionValue = {
class AssetValue (line 16) | class AssetValue implements ProjectionValue {
method constructor (line 26) | constructor(initialValue: Decimal.Value, rate: Decimal.Value = 0, stdd...
method next (line 32) | next(previousValue: Decimal.Value = this.initialValue): Decimal {
FILE: libs/server/features/src/providers/property/property.service.ts
type PropertyData (line 7) | type PropertyData = {
class PropertyService (line 11) | class PropertyService implements IAccountProvider, IETL<Account, Propert...
method constructor (line 12) | public constructor(private readonly logger: Logger) {}
method sync (line 14) | async sync(account: Account, _options?: SyncAccountOptions) {
method delete (line 18) | async delete(_account: Account) {
method extract (line 22) | async extract(_account: Account) {
method transform (line 29) | transform(_account: Account, data: PropertyData) {
method load (line 33) | async load(_account: Account, _data: PropertyData) {
FILE: libs/server/features/src/providers/teller/teller.etl.ts
type TellerRawData (line 11) | type TellerRawData = {
type TellerData (line 17) | type TellerData = {
type Connection (line 23) | type Connection = Pick<
class TellerETL (line 62) | class TellerETL implements IETL<Connection, TellerRawData, TellerData> {
method constructor (line 63) | public constructor(
method extract (line 73) | async extract(connection: Connection): Promise<TellerRawData> {
method transform (line 117) | async transform(_connection: Connection, data: TellerData): Promise<Te...
method load (line 123) | async load(connection: Connection, data: TellerData): Promise<void> {
method _extractAccounts (line 134) | private async _extractAccounts(accessToken: string) {
method _loadAccounts (line 139) | private _loadAccounts(connection: Connection, { accounts }: Pick<Telle...
method _extractTransactions (line 196) | private async _extractTransactions(
method _loadTransactions (line 227) | private _loadTransactions(
FILE: libs/server/features/src/providers/teller/teller.service.ts
class TellerService (line 15) | class TellerService implements IAccountConnectionProvider, IInstitutionP...
method constructor (line 16) | constructor(
method sync (line 26) | async sync(connection: AccountConnection, options?: SyncConnectionOpti...
method onSyncEvent (line 32) | async onSyncEvent(connection: AccountConnection, event: AccountConnect...
method delete (line 61) | async delete(connection: AccountConnection) {
method getInstitutions (line 82) | async getInstitutions() {
method handleEnrollment (line 130) | async handleEnrollment(
FILE: libs/server/features/src/providers/teller/teller.webhook.ts
type ITellerWebhookHandler (line 6) | interface ITellerWebhookHandler {
class TellerWebhookHandler (line 10) | class TellerWebhookHandler implements ITellerWebhookHandler {
method constructor (line 11) | constructor(
method handleWebhook (line 22) | async handleWebhook(data: TellerTypes.WebhookData) {
FILE: libs/server/features/src/providers/vehicle/vehicle.service.ts
type VehicleData (line 7) | type VehicleData = {
class VehicleService (line 11) | class VehicleService implements IAccountProvider, IETL<Account, VehicleD...
method constructor (line 12) | public constructor(private readonly logger: Logger) {}
method sync (line 14) | async sync(account: Account, _options?: SyncAccountOptions) {
method delete (line 18) | async delete(_account: Account) {
method extract (line 25) | async extract(_account: Account) {
method transform (line 31) | transform(_account: Account, data: VehicleData) {
method load (line 35) | async load(_account: Account, _data: VehicleData) {
FILE: libs/server/features/src/security-pricing/security-pricing.processor.ts
type ISecurityPricingProcessor (line 5) | interface ISecurityPricingProcessor {
class SecurityPricingProcessor (line 10) | class SecurityPricingProcessor implements ISecurityPricingProcessor {
method constructor (line 11) | constructor(
method syncAll (line 16) | async syncAll(_jobData?: SyncSecurityQueueJobData) {
method syncUSStockTickers (line 20) | async syncUSStockTickers(_jobData?: SyncSecurityQueueJobData) {
FILE: libs/server/features/src/security-pricing/security-pricing.service.ts
type ISecurityPricingService (line 15) | interface ISecurityPricingService {
class SecurityPricingService (line 24) | class SecurityPricingService implements ISecurityPricingService {
method constructor (line 25) | constructor(
method syncSecurity (line 31) | async syncSecurity(
method syncSecuritiesPricing (line 80) | async syncSecuritiesPricing() {
method syncUSStockTickers (line 194) | async syncUSStockTickers() {
FILE: libs/server/features/src/stripe/stripe.webhook.ts
type IStripeWebhookHandler (line 6) | interface IStripeWebhookHandler {
class StripeWebhookHandler (line 10) | class StripeWebhookHandler implements IStripeWebhookHandler {
method constructor (line 11) | constructor(
method handleWebhook (line 17) | async handleWebhook(event: Stripe.Event) {
FILE: libs/server/features/src/transaction/transaction.service.ts
type TransactionWithConnection (line 7) | type TransactionWithConnection = Transaction & {
type ITransactionService (line 13) | interface ITransactionService {
class TransactionService (line 27) | class TransactionService implements ITransactionService {
method constructor (line 28) | constructor(private readonly logger: Logger, private readonly prisma: ...
method getAll (line 30) | async getAll(
method get (line 56) | async get(id: Transaction['id']) {
method update (line 63) | async update(id: Transaction['id'], data: Prisma.TransactionUncheckedU...
method markTransfers (line 74) | async markTransfers(
FILE: libs/server/features/src/user/onboarding.service.ts
type RegisteredStep (line 3) | type RegisteredStep = {
type OnboardingState (line 9) | type OnboardingState = {
type CallbackFn (line 16) | type CallbackFn<TData = unknown, T = boolean> = (user: TData, step: Step...
class Step (line 18) | class Step<TData = unknown> {
method constructor (line 32) | constructor(readonly key: string) {}
method addToGroup (line 34) | addToGroup(group: string) {
method setCTAPath (line 40) | setCTAPath(path: string) {
method setTitle (line 45) | setTitle(fn: CallbackFn<TData, string>) {
method completeIf (line 50) | completeIf(fn: CallbackFn<TData>) {
method markedCompleteIf (line 55) | markedCompleteIf(fn: CallbackFn<TData>) {
method excludeIf (line 60) | excludeIf(fn: CallbackFn<TData>) {
method optional (line 65) | optional() {
class Onboarding (line 71) | class Onboarding<TData = unknown> {
method constructor (line 74) | constructor(
method isComplete (line 83) | get isComplete() {
method isMarkedComplete (line 89) | get isMarkedComplete() {
method progress (line 94) | get progress() {
method steps (line 106) | get steps() {
method currentStep (line 120) | get currentStep() {
method addStep (line 125) | addStep(key: string) {
FILE: libs/server/features/src/user/user.processor.ts
type IUserProcessor (line 12) | interface IUserProcessor {
class UserProcessor (line 17) | class UserProcessor implements IUserProcessor {
method constructor (line 18) | constructor(
method sync (line 27) | async sync(jobData: SyncUserQueueJobData) {
method delete (line 46) | async delete(jobData: SyncUserQueueJobData) {
FILE: libs/server/features/src/user/user.service.ts
type MainOnboardingUser (line 14) | type MainOnboardingUser = Pick<
type SidebarOnboardingUser (line 25) | type SidebarOnboardingUser = {
type IUserService (line 42) | interface IUserService {
class UserService (line 49) | class UserService implements IUserService {
method constructor (line 50) | constructor(
method get (line 60) | async get(id: User['id']) {
method getAuthProfile (line 66) | async getAuthProfile(id: User['id']): Promise<SharedType.AuthUser> {
method sync (line 73) | async sync(id: User['id']) {
method syncBalances (line 79) | async syncBalances(id: User['id']) {
method update (line 110) | async update(id: User['id'], data: SharedType.UpdateUser) {
method delete (line 117) | async delete(id: User['id']) {
method getNetWorth (line 133) | async getNetWorth(
method getNetWorthSeries (line 142) | async getNetWorthSeries(
method getOldestBalanceDate (line 172) | private async getOldestBalanceDate(userId: User['id']): Promise<string> {
method getSubscription (line 195) | async getSubscription(userId: User['id']): Promise<SharedType.UserSubs...
method getMemberCard (line 231) | async getMemberCard(memberId: string, clientUrl: string) {
method buildMainOnboarding (line 268) | async buildMainOnboarding(userId: User['id']): Promise<SharedType.Onbo...
method buildSidebarOnboarding (line 371) | async buildSidebarOnboarding(userId: User['id']): Promise<SharedType.O...
FILE: libs/server/features/src/valuation/valuation.service.ts
class ValuationService (line 10) | class ValuationService {
method constructor (line 11) | constructor(
method getValuations (line 17) | async getValuations(
method getValuation (line 60) | async getValuation(id: Valuation['id']) {
method createValuation (line 67) | async createValuation(data: Prisma.ValuationUncheckedCreateInput) {
method updateValuation (line 71) | async updateValuation(
method deleteValuation (line 81) | async deleteValuation(id: Valuation['id']) {
FILE: libs/server/shared/src/endpoint.ts
type EndpointSchema (line 4) | type EndpointSchema<TInput = unknown> = {
type EndpointResolverArgs (line 8) | type EndpointResolverArgs<TContext, TInput> = {
type EndpointOnSuccess (line 14) | type EndpointOnSuccess = <TOutput>(req: Request, res: Response, output: ...
type EndpointWithInput (line 16) | type EndpointWithInput<TContext, TInput, TOutput> = {
type EndpointWithoutInput (line 23) | type EndpointWithoutInput<TContext, TOutput> = Omit<
class EndpointFactory (line 28) | class EndpointFactory<TContext> {
method constructor (line 29) | constructor(
method create (line 38) | create<TInput, TOutput>(
FILE: libs/server/shared/src/etl.ts
type IETL (line 1) | interface IETL<TInput, TExtracted = any, TTransformed = TExtracted> {
function etl (line 7) | async function etl<TInput, TExtracted, TTransformed>(
FILE: libs/server/shared/src/services/cache.service.ts
type ICacheBackend (line 6) | interface ICacheBackend {
class MemoryCacheBackend (line 11) | class MemoryCacheBackend implements ICacheBackend {
method constructor (line 12) | constructor(private readonly cache: Record<string, { value: any; exp: ...
method getItem (line 14) | async getItem<TValue>(key: string): Promise<TValue | null> {
method setItem (line 20) | async setItem<TValue>(key: string, value: TValue, exp: Duration): Prom...
class RedisCacheBackend (line 25) | class RedisCacheBackend implements ICacheBackend {
method constructor (line 26) | constructor(private readonly redis: Redis) {}
method getItem (line 28) | async getItem<TValue>(key: string): Promise<TValue | null> {
method setItem (line 33) | async setItem<TValue>(key: string, value: TValue, exp: Duration): Prom...
method key (line 37) | private key(key: string) {
class CacheService (line 42) | class CacheService {
method constructor (line 43) | constructor(
method getOrAdd (line 49) | async getOrAdd<K extends string, V>(
FILE: libs/server/shared/src/services/crypto.service.ts
type ICryptoService (line 3) | interface ICryptoService {
class CryptoService (line 8) | class CryptoService implements ICryptoService {
method constructor (line 9) | constructor(private readonly secret: string) {}
method encrypt (line 11) | encrypt(plainText: string) {
method decrypt (line 15) | decrypt(encrypted: string) {
FILE: libs/server/shared/src/services/market-data.service.ts
type DailyPricing (line 15) | type DailyPricing = {
type TSecurity (line 20) | type TSecurity = Pick<Security, 'assetClass' | 'currencyCode' | 'id' | '...
type LivePricing (line 22) | type LivePricing<TSecurity> = {
type EndOfDayPricing (line 33) | type EndOfDayPricing<TSecurity> = {
type OptionDetails (line 44) | type OptionDetails = {
type IMarketDataService (line 48) | interface IMarketDataService {
class PolygonMarketDataService (line 109) | class PolygonMarketDataService implements IMarketDataService {
method constructor (line 115) | constructor(
method getDailyPricing (line 123) | async getDailyPricing<
method getEndOfDayPricing (line 150) | async getEndOfDayPricing<
method getAllDailyPricing (line 195) | async getAllDailyPricing(): Promise<IAggs> {
method getLivePricing (line 204) | async getLivePricing<
method getOptionDetails (line 281) | async getOptionDetails(symbol: Security['symbol']): Promise<OptionDeta...
method getSecurityDetails (line 300) | async getSecurityDetails(security: Pick<Security, 'assetClass' | 'curr...
method getUSStockTickers (line 384) | async getUSStockTickers(): Promise<
method _snapshotStocks (line 449) | private async _snapshotStocks(tickers: string[]) {
method _snapshotOption (line 510) | private async _snapshotOption(ticker: string) {
method _snapshotCrypto (line 546) | private async _snapshotCrypto(tickers: string[]) {
class PolygonTicker (line 605) | class PolygonTicker {
method constructor (line 606) | constructor(readonly market: 'stocks' | 'options' | 'fx' | 'crypto', r...
method key (line 608) | get key() {
method toString (line 613) | toString() {
function getPolygonTicker (line 618) | function getPolygonTicker({
FILE: libs/server/shared/src/services/pg.service.ts
class PgService (line 18) | class PgService {
method constructor (line 21) | constructor(private readonly logger: Logger, databaseUrl = process.env...
method pool (line 31) | get pool() {
FILE: libs/server/shared/src/services/queue.service.ts
type IJob (line 6) | type IJob<T> = Pick<Job<T>, 'id' | 'name' | 'data' | 'progress'>
type IQueue (line 10) | type IQueue<TData extends Record<string, any> = {}, TJobName extends str...
type SyncUserOptions (line 28) | type SyncUserOptions = {}
type SyncUserQueueJobData (line 29) | type SyncUserQueueJobData = {
type SyncAccountOptions (line 34) | type SyncAccountOptions = {}
type SyncAccountQueueJobData (line 35) | type SyncAccountQueueJobData = {
type SyncConnectionOptions (line 40) | type SyncConnectionOptions = { type: 'teller'; initialSync?: boolean }
type SyncConnectionQueueJobData (line 42) | type SyncConnectionQueueJobData = {
type SyncSecurityQueueJobData (line 47) | type SyncSecurityQueueJobData = {}
type SendEmailQueueJobData (line 49) | type SendEmailQueueJobData =
type SyncUserQueue (line 62) | type SyncUserQueue = IQueue<SyncUserQueueJobData, 'sync-user'>
type SyncAccountQueue (line 63) | type SyncAccountQueue = IQueue<SyncAccountQueueJobData, 'sync-account'>
type SyncConnectionQueue (line 64) | type SyncConnectionQueue = IQueue<SyncConnectionQueueJobData, 'sync-conn...
type SyncSecurityQueue (line 65) | type SyncSecurityQueue = IQueue<
type PurgeUserQueue (line 69) | type PurgeUserQueue = IQueue<{ userId: User['id'] }, 'purge-user'>
type SyncInstitutionQueue (line 70) | type SyncInstitutionQueue = IQueue<{}, 'sync-teller-institutions'>
type SendEmailQueue (line 71) | type SendEmailQueue = IQueue<SendEmailQueueJobData, 'send-email'>
type QueueName (line 73) | type QueueName =
type IQueueFactory (line 82) | interface IQueueFactory {
class QueueService (line 93) | class QueueService {
method constructor (line 96) | constructor(private readonly logger: Logger, private readonly queueFac...
method allQueues (line 106) | get allQueues() {
method getQueue (line 117) | getQueue<TData extends Record<string, any> = any>(name: QueueName): IQ...
method cancelAllJobs (line 121) | async cancelAllJobs() {
method createQueue (line 125) | private createQueue(name: QueueName) {
FILE: libs/server/shared/src/services/queue/bull-queue.ts
constant TRACE_ID_KEY (line 7) | const TRACE_ID_KEY = '__SENTRY_TRACE_ID__'
constant PARENT_SPAN_ID_KEY (line 8) | const PARENT_SPAN_ID_KEY = '__SENTRY_PARENT_SPAN_ID__'
class BullQueue (line 10) | class BullQueue<TData extends Record<string, any> = any, TJobName extend...
method constructor (line 13) | constructor(readonly logger: Logger, readonly queue: Queue.Queue<TData...
method name (line 15) | get name() {
method isHealthy (line 19) | async isHealthy() {
method add (line 24) | async add(name: TJobName, data: TData, options?: Queue.JobOptions | un...
method addBulk (line 54) | async addBulk(jobs: { name: TJobName; data: TData; options?: Queue.Job...
method process (line 79) | async process(
method getActiveJobs (line 119) | async getActiveJobs() {
method getRepeatableJobs (line 123) | async getRepeatableJobs(): Promise<Queue.JobInformation[]> {
method removeRepeatableByKey (line 127) | async removeRepeatableByKey(key: string) {
method cancelJobs (line 131) | async cancelJobs() {
method on (line 146) | on(event: string, callback: (...args: any[]) => void) {
type IBullQueueEventHandler (line 151) | interface IBullQueueEventHandler {
class BullQueueFactory (line 160) | class BullQueueFactory implements IQueueFactory {
method constructor (line 161) | constructor(
method createQueue (line 167) | createQueue(name: QueueName) {
FILE: libs/server/shared/src/services/queue/in-memory-queue.ts
class InMemoryQueue (line 8) | class InMemoryQueue<
method constructor (line 18) | constructor(readonly name: string, private readonly ignoreJobNames: st...
method isHealthy (line 20) | async isHealthy() {
method add (line 24) | async add(name: TJobName, data: TData, _options?: JobOptions | undefin...
method addBulk (line 44) | async addBulk(jobs: { name: TJobName; data: TData; options?: JobOption...
method process (line 48) | async process(name: TJobName, fn: (job: IJob<TData>) => Promise<void>) {
method getActiveJobs (line 52) | async getActiveJobs() {
method getRepeatableJobs (line 56) | async getRepeatableJobs() {
method removeRepeatableByKey (line 60) | async removeRepeatableByKey(_key: string) {
method cancelJobs (line 64) | async cancelJobs() {
class InMemoryQueueFactory (line 69) | class InMemoryQueueFactory implements IQueueFactory {
method constructor (line 70) | constructor(
method createQueue (line 79) | createQueue(name: QueueName) {
FILE: libs/server/shared/src/sql-template-tag.ts
type Value (line 5) | type Value =
type RawValue (line 15) | type RawValue = Value | Sql
class Sql (line 20) | class Sql {
method constructor (line 24) | constructor(rawStrings: ReadonlyArray<string>, rawValues: ReadonlyArra...
method text (line 78) | get text() {
method sql (line 82) | get sql() {
method inspect (line 86) | inspect() {
function join (line 98) | function join(values: RawValue[], separator = ',') {
function raw (line 111) | function raw(value: string) {
function sql (line 123) | function sql(strings: ReadonlyArray<string>, ...values: RawValue[]) {
FILE: libs/server/shared/src/utils/db-utils.ts
function slowQueryMiddleware (line 7) | function slowQueryMiddleware(logger: Logger, cutoffDuration = 1_000): Pr...
function toPgInterval (line 32) | function toPgInterval(interval: SharedType.TimeSeriesInterval): string {
type NumberOrDecimal (line 49) | type NumberOrDecimal = Prisma.Decimal | number
function getTrendDirection (line 51) | function getTrendDirection(_amount: NumberOrDecimal | null): SharedType....
function calculateTrend (line 57) | function calculateTrend(_from: NumberOrDecimal, _to: NumberOrDecimal): S...
function toTrend (line 71) | function toTrend(
function toDecimal (line 87) | function toDecimal(x?: NumberOrDecimal | null): Prisma.Decimal | null {
FILE: libs/server/shared/src/utils/error-utils.ts
type PrismaError (line 6) | type PrismaError =
function isPrismaError (line 14) | function isPrismaError(error: unknown): error is PrismaError {
function isTellerError (line 24) | function isTellerError(err: unknown): err is SharedType.AxiosTellerError {
function parseError (line 33) | function parseError(error: unknown): SharedType.ParsedError {
function parseAxiosError (line 64) | function parseAxiosError(error: AxiosError): SharedType.ParsedError {
function parseJSError (line 76) | function parseJSError(error: Error): SharedType.ParsedError {
function parsePrismaError (line 83) | function parsePrismaError(error: PrismaError): SharedType.ParsedError {
FILE: libs/server/shared/src/utils/server-utils.ts
function redisRetryStrategy (line 4) | function redisRetryStrategy({
function useSync (line 22) | function useSync<TEntity>({
function tryCatchElseFinally (line 47) | async function tryCatchElseFinally(
type SignerConfig (line 72) | type SignerConfig = {
FILE: libs/server/shared/src/utils/teller-utils.ts
constant TELLER_WINDOW_MAX (line 10) | const TELLER_WINDOW_MAX = Duration.fromObject({ years: 2 })
function getAccountBalanceData (line 12) | function getAccountBalanceData(
function getType (line 34) | function getType(type: TellerTypes.AccountTypes): AccountType {
function tellerTypesToCategory (line 45) | function tellerTypesToCategory(tellerType: TellerTypes.AccountTypes): Ac...
FILE: libs/shared/src/types/account-types.ts
type Loan (line 35) | type Loan = {
type Credit (line 43) | type Credit = {
type AccountSyncProgress (line 52) | type AccountSyncProgress = {
type AccountDetail (line 57) | type AccountDetail = Omit<Account, 'loan' | 'credit'> & {
type AccountWithConnection (line 67) | type AccountWithConnection = Account & { accountConnection?: AccountConn...
type AccountsResponse (line 69) | type AccountsResponse = {
type PageSize (line 74) | enum PageSize {
type NormalizedCategory (line 82) | type NormalizedCategory = {
type ConnectionWithAccounts (line 94) | type ConnectionWithAccounts = AccountConnection & {
type ConnectionWithSyncProgress (line 98) | type ConnectionWithSyncProgress = AccountConnection & {
type AccountBalanceTimeSeriesData (line 108) | type AccountBalanceTimeSeriesData = {
type AccountBalanceResponse (line 113) | type AccountBalanceResponse = TimeSeriesResponseWithDetail<
type AccountReturnTimeSeriesData (line 117) | type AccountReturnTimeSeriesData = {
type AccountReturnResponse (line 129) | type AccountReturnResponse = TimeSeries<AccountReturnTimeSeriesData>
type AccountTransactionResponse (line 131) | type AccountTransactionResponse = {
type AccountHolding (line 136) | type AccountHolding = Pick<
type AccountHoldingResponse (line 155) | type AccountHoldingResponse = {
type AccountInvestmentTransaction (line 160) | type AccountInvestmentTransaction = InvestmentTransaction & { security?:...
type AccountInvestmentTransactionResponse (line 162) | type AccountInvestmentTransactionResponse = {
type AccountRollupTimeSeries (line 167) | type AccountRollupTimeSeries = TimeSeries<
type AccountRollupGroup (line 174) | type AccountRollupGroup<TKey, TItem> = {
type AccountRollup (line 181) | type AccountRollup = AccountRollupGroup<
type AccountValuationsResponse (line 193) | type AccountValuationsResponse = {
type AccountInsights (line 208) | type AccountInsights = {
FILE: libs/shared/src/types/api-types.ts
type ErrorResponse (line 2) | interface ErrorResponse {
type SuccessResponse (line 6) | interface SuccessResponse {
type ApiResponse (line 16) | interface ApiResponse<T = any> {
type BaseResponse (line 22) | type BaseResponse = SuccessResponse | ErrorResponse
FILE: libs/shared/src/types/email-types.ts
type EmailCommon (line 4) | type EmailCommon = {
type EmailTemplate (line 10) | type EmailTemplate = { alias: string; model: Record<string, any> }
type PlainMessageContent (line 12) | type PlainMessageContent = { subject: string; textBody?: string; htmlBod...
type PlainEmailMessage (line 14) | type PlainEmailMessage = EmailCommon & PlainMessageContent
type TemplateEmailMessage (line 15) | type TemplateEmailMessage = EmailCommon & { template: EmailTemplate }
type EmailSendingResponse (line 16) | type EmailSendingResponse = MessageSendingResponse | SentMessageInfo
type SendTestEmail (line 18) | type SendTestEmail = {
FILE: libs/shared/src/types/general-types.ts
type Decimal (line 8) | type Decimal = DecimalJS | Prisma.Decimal
type DateRange (line 10) | type DateRange<TDate = string> = {
type TimeSeriesInterval (line 20) | type TimeSeriesInterval = 'days' | 'weeks' | 'months' | 'quarters' | 'ye...
type TimeSeries (line 22) | type TimeSeries<
type TimeSeriesResponseWithDetail (line 32) | type TimeSeriesResponseWithDetail<TSeries> = TSeries extends TimeSeries<
type Trend (line 50) | type Trend = {
type FormatString (line 56) | type FormatString = 'currency' | 'short-currency' | 'percent' | 'decimal...
type ParsedError (line 63) | type ParsedError = {
type AxiosTellerError (line 80) | type AxiosTellerError = O.Required<
type StatusPageResponse (line 85) | type StatusPageResponse = {
FILE: libs/shared/src/types/holding-types.ts
type HoldingInsights (line 3) | type HoldingInsights = {
type HoldingEnriched (line 9) | type HoldingEnriched = Pick<Holding, 'id' | 'quantity' | 'value' | 'excl...
FILE: libs/shared/src/types/institution-types.ts
type ProviderInstitution (line 6) | type ProviderInstitution = Pick<
type Institution (line 11) | type Institution = Pick<
type InstitutionsResponse (line 19) | type InstitutionsResponse = {
FILE: libs/shared/src/types/plan-types.ts
type PlanEvent (line 10) | type PlanEvent = O.NonNullable<PrismaPlanEvent, 'initialValue'>
type PlanMilestone (line 11) | type PlanMilestone = PrismaPlanMilestone
type Plan (line 13) | type Plan = PrismaPlan & {
type PlansResponse (line 18) | type PlansResponse = {
type PlanProjectionEvent (line 22) | type PlanProjectionEvent = {
type PlanProjectionMilestone (line 27) | type PlanProjectionMilestone = PlanMilestone
type PlanProjectionData (line 29) | type PlanProjectionData = {
type PlanSimulationData (line 41) | type PlanSimulationData = {
type PlanProjectionResponse (line 51) | type PlanProjectionResponse = {
type ProjectionAssetType (line 59) | type ProjectionAssetType =
type ProjectionLiabilityType (line 66) | type ProjectionLiabilityType = 'credit' | 'loan' | 'other'
type PlanInsights (line 68) | type PlanInsights = {
FILE: libs/shared/src/types/security-types.ts
type SecurityWithPricing (line 6) | type SecurityWithPricing = Security & {
type SecuritySymbolExchange (line 10) | type SecuritySymbolExchange = {
type SecurityDetails (line 15) | type SecurityDetails = {
type DailyPricing (line 34) | type DailyPricing = {
FILE: libs/shared/src/types/transaction-types.ts
type TransactionEnriched (line 13) | type TransactionEnriched = Transaction & {
type TransactionWithAccountDetail (line 20) | type TransactionWithAccountDetail = Transaction & {
type TransactionsResponse (line 26) | type TransactionsResponse = {
FILE: libs/shared/src/types/user-types.ts
type User (line 19) | type User = Omit<PrismaUser, 'riskAnswers'> & { riskAnswers: RiskAnswer[] }
type UpdateUser (line 20) | type UpdateUser = Partial<
type NetWorthTimeSeriesData (line 41) | type NetWorthTimeSeriesData = {
type NetWorthTimeSeriesResponse (line 49) | type NetWorthTimeSeriesResponse = TimeSeriesResponseWithDetail<
type UserInsights (line 59) | type UserInsights = {
type Auth0CustomNamespace (line 151) | enum Auth0CustomNamespace {
type MaybeUserMetadata (line 163) | type MaybeUserMetadata = Partial<{
type MaybeAppMetadata (line 170) | type MaybeAppMetadata = {}
type PrimaryAuth0Identity (line 172) | type PrimaryAuth0Identity = Partial<{
type MaybeCustomClaims (line 179) | type MaybeCustomClaims = {
type PasswordReset (line 187) | interface PasswordReset {
type UserSubscription (line 192) | type UserSubscription = {
type UserMemberCardDetails (line 203) | type UserMemberCardDetails = {
type RiskQuestionChoice (line 213) | type RiskQuestionChoice = {
type RiskQuestion (line 219) | type RiskQuestion = {
type RiskAnswer (line 225) | type RiskAnswer = {
type OnboardingFlow (line 234) | type OnboardingFlow = 'main' | 'sidebar'
type OnboardingStep (line 236) | type OnboardingStep = {
type OnboardingResponse (line 245) | type OnboardingResponse = {
FILE: libs/shared/src/utils/account-utils.ts
constant ACCOUNT_TYPES (line 7) | const ACCOUNT_TYPES: AccountType[] = [
constant CATEGORIES (line 18) | const CATEGORIES: Record<AccountCategory, SharedType.NormalizedCategory>...
constant LIABILITY_CATEGORIES (line 66) | const LIABILITY_CATEGORIES = [CATEGORIES.loan, CATEGORIES.credit, CATEGO...
constant ASSET_CATEGORIES (line 67) | const ASSET_CATEGORIES = [
constant CATEGORY_MAP_SIMPLE (line 77) | const CATEGORY_MAP_SIMPLE: Record<AccountType, AccountCategory[]> = {
constant CATEGORY_MAP (line 88) | const CATEGORY_MAP = mapValues(keyBy(ACCOUNT_TYPES), (accountType) =>
function getClassification (line 96) | function getClassification(type: AccountType): AccountClassification {
function groupAccountsByCategory (line 107) | function groupAccountsByCategory<TAccount extends Pick<SharedType.Accoun...
function getAccountTypeName (line 124) | function getAccountTypeName(category: string, subcategory: string): stri...
FILE: libs/shared/src/utils/date-utils.ts
function generateDailySeries (line 7) | function generateDailySeries(start: string, end: string, zone = 'utc'): ...
function isToday (line 15) | function isToday(date: Date | string | null | undefined, today = DateTim...
function isSameDate (line 20) | function isSameDate(date: DateTime, as: DateTime): boolean {
function datetimeTransform (line 27) | function datetimeTransform(
function dateTransform (line 44) | function dateTransform(val: Date | string | null | undefined): string | ...
function strToDate (line 55) | function strToDate(val: string, zone = 'utc'): Date {
function dateToStr (line 59) | function dateToStr(val: Date, zone = 'utc'): string {
function calculateTimeSeriesInterval (line 63) | function calculateTimeSeriesInterval(
function toD3Interval (line 93) | function toD3Interval(interval: TimeSeriesInterval): NiceTime {
function yearToAge (line 113) | function yearToAge(year: number, currentAge = 30, currentYear = DateTime...
function ageToYear (line 120) | function ageToYear(age: number, currentAge = 30, currentYear = DateTime....
function dobToAge (line 125) | function dobToAge(dob: string | Date | DateTime | null | undefined, now ...
constant MIN_SUPPORTED_DATE (line 139) | const MIN_SUPPORTED_DATE = DateTime.now().minus({ years: 30 })
constant MAX_SUPPORTED_DATE (line 140) | const MAX_SUPPORTED_DATE = DateTime.now()
FILE: libs/shared/src/utils/market-utils.ts
function isOptionTicker (line 3) | function isOptionTicker(ticker: string): boolean {
function getUnderlyingTicker (line 7) | function getUnderlyingTicker(ticker: string): string | null {
FILE: libs/shared/src/utils/number-utils.ts
function calculatePercentChange (line 6) | function calculatePercentChange(
function format (line 24) | function format(
function sumBy (line 116) | function sumBy<T>(a: T[] | null | undefined, by: (item: T) => DecimalJS)...
FILE: libs/shared/src/utils/plan-utils.ts
constant DEFAULT_AGE (line 4) | const DEFAULT_AGE = 30
constant DEFAULT_LIFE_EXPECTANCY (line 5) | const DEFAULT_LIFE_EXPECTANCY = 85
constant CONFIDENCE_INTERVAL (line 6) | const CONFIDENCE_INTERVAL = 0.9
constant RETIREMENT_MILESTONE_AGE (line 7) | const RETIREMENT_MILESTONE_AGE = 65
type PlanEventCategory (line 9) | enum PlanEventCategory {}
type PlanMilestoneCategory (line 10) | enum PlanMilestoneCategory {
function resolveMilestoneYear (line 15) | function resolveMilestoneYear(
FILE: libs/shared/src/utils/shared-utils.spec.ts
method [Symbol.asyncIterator] (line 80) | async *[Symbol.asyncIterator]() {
FILE: libs/shared/src/utils/shared-utils.ts
function isNull (line 1) | function isNull<T>(value: T | null | undefined): value is null | undefin...
function nonNull (line 5) | function nonNull<T>(value: T | null | undefined): value is NonNullable<T> {
function isFullfilled (line 9) | function isFullfilled<T>(p: PromiseSettledResult<T>): p is PromiseFulfil...
function stringToArray (line 15) | function stringToArray(s: string | null | undefined, sep = ','): string[...
function paginate (line 22) | async function paginate<TData>({
function paginateWithNextUrl (line 57) | async function paginateWithNextUrl<TData>({
function withRetry (line 141) | async function withRetry<TResult>(
function normalizeUrl (line 184) | function normalizeUrl(url: string) {
FILE: libs/shared/src/utils/stats-utils.ts
function mean (line 4) | function mean(x: Decimal.Value[]): Decimal {
function variance (line 9) | function variance(x: Decimal.Value[]): Decimal {
function stddev (line 14) | function stddev(x: Decimal.Value[]): Decimal {
function confidenceInterval (line 18) | function confidenceInterval(
function boxMullerTransform (line 27) | function boxMullerTransform(): [z0: number, z1: number] {
function randomNormal (line 40) | function randomNormal(mean: Decimal.Value, std: Decimal.Value): Decimal {
function countIf (line 45) | function countIf<T>(data: T[], fn: (item: T) => boolean): number {
function rateOf (line 56) | function rateOf<T>(data: T[], fn: (item: T) => boolean): Decimal {
function quantiles (line 60) | function quantiles(data: Decimal.Value[], p: Decimal.Value[]): Decimal[] {
function quantilesBy (line 67) | function quantilesBy<T>(data: T[], by: (item: T) => Decimal, p: Decimal....
function _quantileSorted (line 74) | function _quantileSorted<T>(x: T[], p: Decimal, avg: (data: [T, T]) => T...
function _toDecimal (line 100) | function _toDecimal(x: Decimal.Value): Decimal {
FILE: libs/shared/src/utils/test-utils.ts
function axiosSuccess (line 1) | function axiosSuccess<T>(data: T) {
function axios400Error (line 11) | function axios400Error<T>(data: T) {
FILE: libs/shared/src/utils/transaction-utils.ts
constant CATEGORIES (line 2) | const CATEGORIES = [
FILE: libs/shared/src/utils/user-utils.ts
constant MAX_MAYBE_LENGTH (line 1) | const MAX_MAYBE_LENGTH = 180
FILE: libs/teller-api/src/teller-api.ts
class TellerApi (line 27) | class TellerApi {
method getAccounts (line 36) | async getAccounts({ accessToken }: AuthenticatedRequest): Promise<GetA...
method getAccount (line 59) | async getAccount({ accountId, accessToken }: GetAccountRequest): Promi...
method deleteAccount (line 69) | async deleteAccount({
method getAccountDetails (line 82) | async getAccountDetails({
method getAccountBalances (line 95) | async getAccountBalances({
method getTransactions (line 108) | async getTransactions({
method getTransaction (line 121) | async getTransaction({
method getIdentity (line 138) | async getIdentity({ accessToken }: AuthenticatedRequest): Promise<GetI...
method getInstitutions (line 148) | async getInstitutions(): Promise<GetInstitutionsResponse> {
method getApi (line 152) | private async getApi(accessToken: string): Promise<AxiosInstance> {
method get (line 185) | private async get<TResponse>(
method post (line 196) | private async post<TResponse>(
method delete (line 207) | private async delete<TResponse>(
FILE: libs/teller-api/src/types/account-balance.ts
type AccountBalance (line 4) | type AccountBalance = {
type GetAccountBalancesResponse (line 14) | type GetAccountBalancesResponse = AccountBalance
type GetAccountBalancesRequest (line 15) | interface GetAccountBalancesRequest extends AuthenticatedRequest {
FILE: libs/teller-api/src/types/account-details.ts
type AccountDetails (line 5) | type AccountDetails = {
type GetAccountDetailsResponse (line 19) | type GetAccountDetailsResponse = AccountDetails
type GetAccountDetailsRequest (line 20) | interface GetAccountDetailsRequest extends AuthenticatedRequest {
FILE: libs/teller-api/src/types/accounts.ts
type AccountTypes (line 5) | type AccountTypes = 'depository' | 'credit'
type AccountType (line 7) | enum AccountType {
type DepositorySubtypes (line 12) | type DepositorySubtypes =
type CreditSubtype (line 20) | type CreditSubtype = 'credit_card'
type AccountStatus (line 22) | type AccountStatus = 'open' | 'closed'
type BaseAccount (line 24) | interface BaseAccount {
type DepositoryAccount (line 42) | interface DepositoryAccount extends BaseAccount {
type CreditAccount (line 47) | interface CreditAccount extends BaseAccount {
type Account (line 52) | type Account = DepositoryAccount | CreditAccount
type AccountWithBalances (line 54) | type AccountWithBalances = Account & {
type GetAccountsResponse (line 58) | type GetAccountsResponse = AccountWithBalances[]
type GetAccountResponse (line 59) | type GetAccountResponse = Account
type DeleteAccountResponse (line 60) | type DeleteAccountResponse = void
type GetAccountRequest (line 62) | interface GetAccountRequest extends AuthenticatedRequest {
type DeleteAccountRequest (line 66) | type DeleteAccountRequest = GetAccountRequest
FILE: libs/teller-api/src/types/authentication.ts
type AuthenticationResponse (line 3) | type AuthenticationResponse = {
type AuthenticatedRequest (line 7) | type AuthenticatedRequest = {
FILE: libs/teller-api/src/types/enrollment.ts
type Enrollment (line 1) | type Enrollment = {
FILE: libs/teller-api/src/types/error.ts
type TellerError (line 1) | type TellerError = {
FILE: libs/teller-api/src/types/identity.ts
type Identity (line 5) | type Identity = {
type Name (line 14) | type Name = {
type Address (line 18) | type Address = {
type Email (line 27) | type Email = {
type PhoneNumber (line 31) | type PhoneNumber = {
type GetIdentityResponse (line 36) | type GetIdentityResponse = {
FILE: libs/teller-api/src/types/institutions.ts
type Institution (line 4) | type Institution = {
type Capability (line 10) | type Capability = 'detail' | 'balance' | 'transaction' | 'identity'
type GetInstitutionsResponse (line 12) | type GetInstitutionsResponse = Institution[]
FILE: libs/teller-api/src/types/transactions.ts
type DetailCategory (line 5) | type DetailCategory =
type DetailProcessingStatus (line 35) | type DetailProcessingStatus = 'pending' | 'complete'
type Transaction (line 37) | type Transaction = {
type GetTransactionsResponse (line 60) | type GetTransactionsResponse = Transaction[]
type GetTransactionResponse (line 61) | type GetTransactionResponse = Transaction
type GetTransactionsRequest (line 62) | interface GetTransactionsRequest extends AuthenticatedRequest {
type GetTransactionRequest (line 65) | interface GetTransactionRequest extends AuthenticatedRequest {
FILE: libs/teller-api/src/types/webhooks.ts
type WebhookData (line 3) | type WebhookData = {
FILE: prisma/migrations/20211005200319_init/migration.sql
type "account_balance" (line 2) | CREATE TABLE "account_balance" (
type "account_connection" (line 15) | CREATE TABLE "account_connection" (
type "account" (line 30) | CREATE TABLE "account" (
type "transaction" (line 51) | CREATE TABLE "transaction" (
type "user" (line 73) | CREATE TABLE "user" (
type "account_balance" (line 84) | CREATE INDEX "account_balances_account_id_index" ON "account_balance"("a...
type "account_connection" (line 87) | CREATE INDEX "account_connections_user_id_index" ON "account_connection"...
type "account" (line 90) | CREATE INDEX "accounts_account_connection_id_index" ON "account"("accoun...
type "transaction" (line 93) | CREATE INDEX "transactions_account_id_index" ON "transaction"("account_id")
type "user" (line 96) | CREATE UNIQUE INDEX "users_auth0_id_unique" ON "user"("auth0_id")
FILE: prisma/migrations/20211019194924_unique_constraint_on_account_balances/migration.sql
type "account_balance" (line 8) | CREATE UNIQUE INDEX "account_balance_snapshot_date_account_id_key" ON "a...
FILE: prisma/migrations/20211102165759_account_status/migration.sql
type "account_connection" (line 21) | CREATE UNIQUE INDEX "account_connection_plaid_item_id_key" ON "account_c...
type "transaction" (line 24) | CREATE UNIQUE INDEX "transaction_plaid_transaction_id_key" ON "transacti...
FILE: prisma/migrations/20211102183151_add_account_types_and_subtypes/migration.sql
type "account_type" (line 5) | CREATE TABLE "account_type" (
type "account_subtype" (line 15) | CREATE TABLE "account_subtype" (
type "account_type" (line 42) | CREATE UNIQUE INDEX "account_type_name_key" ON "account_type"("name")
type "account_subtype" (line 45) | CREATE UNIQUE INDEX "account_subtype_name_key" ON "account_subtype"("name")
type "account" (line 57) | CREATE INDEX "accounts_type_id_index" ON "account"("type_id")
type "account" (line 60) | CREATE INDEX "accounts_subtype_id_index" ON "account"("subtype_id")
FILE: prisma/migrations/20211104155259_account_uniqueness/migration.sql
type "account" (line 8) | CREATE UNIQUE INDEX "account_account_connection_id_plaid_account_id_key"...
FILE: prisma/migrations/20211110044559_manual_accounts_rename_fk/migration.sql
type "valuation" (line 12) | CREATE TABLE "valuation" (
type "valuation" (line 25) | CREATE INDEX "valuation_account_id_idx" ON "valuation"("account_id")
FILE: prisma/migrations/20211116235652_investment_data/migration.sql
type "holding" (line 22) | CREATE TABLE "holding" (
type "investment_transaction" (line 40) | CREATE TABLE "investment_transaction" (
type "security" (line 61) | CREATE TABLE "security" (
type "holding" (line 77) | CREATE UNIQUE INDEX "holding_plaid_holding_id_key" ON "holding"("plaid_h...
type "holding" (line 80) | CREATE UNIQUE INDEX "holding_account_id_security_id_key" ON "holding"("a...
type "investment_transaction" (line 83) | CREATE UNIQUE INDEX "investment_transaction_plaid_investment_transaction...
type "investment_transaction" (line 86) | CREATE INDEX "investment_transaction_account_id_idx" ON "investment_tran...
type "security" (line 89) | CREATE UNIQUE INDEX "security_plaid_security_id_key" ON "security"("plai...
FILE: prisma/migrations/20211117233026_add_date_indices/migration.sql
type "investment_transaction" (line 11) | CREATE INDEX "investment_transaction_account_id_date_idx" ON "investment...
type "transaction" (line 14) | CREATE INDEX "transaction_account_id_effective_date_idx" ON "transaction...
type "valuation" (line 17) | CREATE INDEX "valuation_account_id_date_idx" ON "valuation"("account_id"...
FILE: prisma/migrations/20211118160716_account_balance_update/migration.sql
type "account_balance" (line 23) | CREATE UNIQUE INDEX "account_balance_account_id_date_key" ON "account_ba...
FILE: prisma/migrations/20211118194940_account_functions/migration.sql
function account_value_type (line 2) | CREATE OR REPLACE FUNCTION account_value_type(p_account_id int) RETURNS ...
function account_value_start_date (line 13) | CREATE OR REPLACE FUNCTION account_value_start_date(p_account_id int) RE...
function calculate_account_balances (line 24) | CREATE OR REPLACE FUNCTION calculate_account_balances(p_account_id int) ...
FILE: prisma/migrations/20211203180216_security_pricing/migration.sql
type "security_pricing" (line 8) | CREATE TABLE "security_pricing" (
FILE: prisma/migrations/20211208162929_transaction_date/migration.sql
type "transaction" (line 14) | CREATE INDEX "transaction_account_id_date_idx" ON "transaction"("account...
FILE: prisma/migrations/20211209050532_update_fns/migration.sql
function account_value_start_date (line 5) | CREATE OR REPLACE FUNCTION account_value_start_date(p_account_id integer...
FILE: prisma/migrations/20211213211517_account_user_index/migration.sql
type "account" (line 2) | CREATE INDEX "account_user_id_idx" ON "account"("user_id")
FILE: prisma/migrations/20220107170334_hypertable_chunk_size_tuning/migration.sql
type account_balance_data (line 4) | CREATE TEMP TABLE account_balance_data ON COMMIT DROP AS (
type security_pricing_data (line 18) | CREATE TEMP TABLE security_pricing_data ON COMMIT DROP AS (
FILE: prisma/migrations/20220112171128_update_fn/migration.sql
function account_value_start_date (line 3) | CREATE OR REPLACE FUNCTION account_value_start_date(p_account_id integer...
FILE: prisma/migrations/20220125211038_add_unique_constraint_to_valuations/migration.sql
type "valuation" (line 15) | CREATE UNIQUE INDEX "valuation_account_id_source_date_key" ON "valuation...
FILE: prisma/migrations/20220202184342_account_balances_gapfilled_fn/migration.sql
function account_balances_gapfilled (line 4) | CREATE OR REPLACE FUNCTION account_balances_gapfilled(p_start date, p_en...
FILE: prisma/migrations/20220203234737_update_fn/migration.sql
function account_balances_gapfilled (line 1) | CREATE OR REPLACE FUNCTION account_balances_gapfilled(p_start date, p_en...
FILE: prisma/migrations/20220215212216_add_transaction_indexes/migration.sql
type "transaction" (line 2) | CREATE INDEX "transaction_amount_idx" ON "transaction"("amount")
type "transaction" (line 5) | CREATE INDEX "transaction_category_idx" ON "transaction"("category")
FILE: prisma/migrations/20220228233043_change_money_type/migration.sql
function public (line 37) | CREATE OR REPLACE FUNCTION public.account_balances_gapfilled(p_start dat...
FILE: prisma/migrations/20220307211701_valuation_trigger/migration.sql
function valuation_changed (line 2) | CREATE OR REPLACE FUNCTION valuation_changed() RETURNS TRIGGER LANGUAGE ...
FILE: prisma/migrations/20220315172110_institution/migration.sql
type "institution" (line 5) | CREATE TABLE "institution" (
type "institution" (line 20) | CREATE UNIQUE INDEX "institution_provider_provider_id_key" ON "instituti...
FILE: prisma/migrations/20220323203441_multi_provider_updates/migration.sql
type "account" (line 121) | CREATE UNIQUE INDEX "account_account_connection_id_finicity_account_id_k...
type "holding" (line 124) | CREATE UNIQUE INDEX "holding_finicity_holding_id_key" ON "holding"("fini...
type "investment_transaction" (line 127) | CREATE UNIQUE INDEX "investment_transaction_finicity_transaction_id_key"...
type "transaction" (line 130) | CREATE UNIQUE INDEX "transaction_finicity_transaction_id_key" ON "transa...
FILE: prisma/migrations/20220323212807_fix_function/migration.sql
function public (line 1) | CREATE OR REPLACE FUNCTION public.account_value_start_date(p_account_id ...
function valuation_changed (line 17) | CREATE OR REPLACE FUNCTION valuation_changed() RETURNS TRIGGER LANGUAGE ...
FILE: prisma/migrations/20220504231954_finicity_updates/migration.sql
type "holding" (line 16) | CREATE UNIQUE INDEX "holding_finicity_position_id_key" ON "holding"("fin...
type "security" (line 23) | CREATE UNIQUE INDEX "security_finicity_security_id_finicity_security_id_...
FILE: prisma/migrations/20220518005502_finicity_customer_id_uniqueness/migration.sql
type "user" (line 8) | CREATE UNIQUE INDEX "user_finicity_customer_id_key" ON "user"("finicity_...
FILE: prisma/migrations/20220519192445_institution_refactor/migration.sql
type "provider_institution" (line 10) | CREATE TABLE "provider_institution" (
type "provider_institution" (line 29) | CREATE UNIQUE INDEX "provider_institution_provider_provider_id_key" ON "...
FILE: prisma/migrations/20220520161223_institution_search_algo/migration.sql
function edge_ngram_tsvector (line 1) | CREATE OR REPLACE FUNCTION edge_ngram_tsvector(text text, config regconf...
type institution_name_ngram_idx (line 12) | CREATE INDEX institution_name_ngram_idx ON institution USING GIN (edge_n...
type provider_institution_name_ngram_idx (line 13) | CREATE INDEX provider_institution_name_ngram_idx ON provider_institution...
FILE: prisma/migrations/20220606160203_add_finicity_username_to_user/migration.sql
type "user" (line 11) | CREATE UNIQUE INDEX "user_finicity_username_key" ON "user"("finicity_use...
FILE: prisma/migrations/20220608190342_add_unique_constraint_to_institution/migration.sql
type "institution" (line 8) | CREATE UNIQUE INDEX "institution_name_url_key" ON "institution"("name", ...
FILE: prisma/migrations/20220701013813_merge_updates/migration.sql
type "transaction" (line 8) | CREATE INDEX "transaction_category_idx" ON "transaction"("category")
FILE: prisma/migrations/20220714180514_update_account_start_date_fn/migration.sql
function public (line 1) | CREATE OR REPLACE FUNCTION public.account_value_start_date(p_account_id ...
function valuation_changed (line 16) | CREATE OR REPLACE FUNCTION valuation_changed() RETURNS TRIGGER LANGUAGE ...
FILE: prisma/migrations/20220726003918_reset_loan_account_balances/migration.sql
function public (line 10) | CREATE OR REPLACE FUNCTION public.account_value_start_date(p_account_id ...
FILE: prisma/migrations/20220804180126_holdings_view/migration.sql
type holdings_enriched (line 9) | CREATE OR REPLACE VIEW holdings_enriched AS (
FILE: prisma/migrations/20220808174032_update_holdings_view/migration.sql
type holdings_enriched (line 2) | CREATE OR REPLACE VIEW holdings_enriched AS (
FILE: prisma/migrations/20220915200544_add_plans/migration.sql
type "plan" (line 2) | CREATE TABLE "plan" (
FILE: prisma/migrations/20221017145454_plan_events_milestones/migration.sql
type "plan_event" (line 15) | CREATE TABLE "plan_event" (
type "plan_milestone" (line 38) | CREATE TABLE "plan_milestone" (
FILE: prisma/migrations/20221109192536_add_stripe_fields/migration.sql
type "user" (line 10) | CREATE UNIQUE INDEX "user_stripe_customer_id_key" ON "user"("stripe_cust...
type "user" (line 13) | CREATE UNIQUE INDEX "user_stripe_subscription_id_key" ON "user"("stripe_...
FILE: prisma/migrations/20221111192223_ata/migration.sql
type "advisor" (line 8) | CREATE TABLE "advisor" (
type "conversation" (line 20) | CREATE TABLE "conversation" (
type "conversation_advisor" (line 32) | CREATE TABLE "conversation_advisor" (
type "message" (line 43) | CREATE TABLE "message" (
type "advisor" (line 57) | CREATE UNIQUE INDEX "advisor_user_id_key" ON "advisor"("user_id")
FILE: prisma/migrations/20221129201601_conversation_advisor_unique_key/migration.sql
type "conversation_advisor" (line 8) | CREATE UNIQUE INDEX "conversation_advisor_conversation_id_advisor_id_key...
FILE: prisma/migrations/20221214145140_add_audit_table_and_trigger/migration.sql
type "audit_event" (line 5) | CREATE TABLE "audit_event" (
function log_conversation_messages (line 17) | CREATE OR REPLACE FUNCTION log_conversation_messages()
FILE: prisma/migrations/20230105210810_add_member_number/migration.sql
type "user" (line 21) | CREATE UNIQUE INDEX "user_member_number_key" ON "user"("member_number")
FILE: prisma/migrations/20230105221446_user_audit/migration.sql
function log_user (line 8) | CREATE OR REPLACE FUNCTION log_user() RETURNS TRIGGER AS $$
FILE: prisma/migrations/20230110173017_add_user_member_id/migration.sql
type "user" (line 5) | CREATE UNIQUE INDEX "user_member_id_key" ON "user"("member_id")
FILE: prisma/migrations/20230112163100_add_agreements_table/migration.sql
type "agreement" (line 9) | CREATE TABLE "agreement" (
type "signed_agreement" (line 20) | CREATE TABLE "signed_agreement" (
type "agreement" (line 30) | CREATE UNIQUE INDEX "agreement_src_key" ON "agreement"("src")
type "agreement" (line 33) | CREATE UNIQUE INDEX "agreement_type_revision_key" ON "agreement"("type",...
FILE: prisma/migrations/20230117192734_update_agreement_types/migration.sql
type "agreement" (line 17) | CREATE UNIQUE INDEX "agreement_type_revision_active_key" ON "agreement"(...
FILE: prisma/migrations/20230130161915_account_value_start_date/migration.sql
function public (line 2) | CREATE OR REPLACE FUNCTION public.account_value_start_date(p_account_id ...
FILE: prisma/migrations/20230207230108_account_balance_strategy/migration.sql
function valuation_changed (line 45) | CREATE OR REPLACE FUNCTION valuation_changed() RETURNS TRIGGER LANGUAGE ...
FILE: prisma/migrations/20230211134603_advisor_crm/migration.sql
type "conversation_note" (line 11) | CREATE TABLE "conversation_note" (
type "conversation_note" (line 23) | CREATE UNIQUE INDEX "conversation_note_user_id_conversation_id_key" ON "...
FILE: prisma/migrations/20230223020847_txn_view/migration.sql
type transactions_enriched (line 9) | CREATE OR REPLACE VIEW transactions_enriched AS (
FILE: prisma/migrations/20240111031553_remove_advisor_and_related_data/migration.sql
type "account_balance" (line 91) | CREATE INDEX "account_balance_date_idx" ON "account_balance"("date")
type "security_pricing" (line 94) | CREATE INDEX "security_pricing_date_idx" ON "security_pricing"("date")
FILE: prisma/migrations/20240111213125_next_auth_models/migration.sql
type "auth_account" (line 12) | CREATE TABLE "auth_account" (
type "auth_user" (line 30) | CREATE TABLE "auth_user" (
type "auth_session" (line 41) | CREATE TABLE "auth_session" (
type "auth_verification_token" (line 51) | CREATE TABLE "auth_verification_token" (
type "auth_account" (line 58) | CREATE UNIQUE INDEX "auth_account_provider_provider_account_id_key" ON "...
type "auth_user" (line 61) | CREATE UNIQUE INDEX "auth_user_email_key" ON "auth_user"("email")
type "auth_session" (line 64) | CREATE UNIQUE INDEX "auth_session_session_token_key" ON "auth_session"("...
type "auth_verification_token" (line 67) | CREATE UNIQUE INDEX "auth_verification_token_token_key" ON "auth_verific...
type "auth_verification_token" (line 70) | CREATE UNIQUE INDEX "auth_verification_token_identifier_token_key" ON "a...
type "user" (line 73) | CREATE UNIQUE INDEX "user_auth_id_key" ON "user"("auth_id")
FILE: prisma/migrations/20240115222631_add_fields_for_teller/migration.sql
type "account" (line 31) | CREATE UNIQUE INDEX "account_account_connection_id_teller_account_id_key...
type "transaction" (line 34) | CREATE UNIQUE INDEX "transaction_teller_transaction_id_key" ON "transact...
type "user" (line 37) | CREATE UNIQUE INDEX "user_teller_user_id_key" ON "user"("teller_user_id")
FILE: prisma/migrations/20240117191553_categories_for_teller/migration.sql
type transactions_enriched (line 163) | CREATE
FILE: prisma/migrations/20240118234302_remove_finicity_investment_transaction_categories/migration.sql
type holdings_enriched (line 22) | CREATE OR REPLACE VIEW holdings_enriched AS (
FILE: prisma/migrations/20240118234302_remove_finicity_transaction_categories/migration.sql
type transactions_enriched (line 37) | CREATE OR REPLACE VIEW transactions_enriched AS (
FILE: prisma/migrations/20240120213022_remove_transaction_category_generation/migration.sql
type transactions_enriched (line 10) | CREATE OR REPLACE VIEW transactions_enriched AS (
FILE: prisma/migrations/20240120215821_remove_investment_transaction_category_generation/migration.sql
type holdings_enriched (line 10) | CREATE OR REPLACE VIEW holdings_enriched AS (
FILE: prisma/seed.ts
function main (line 8) | async function main() {
FILE: tools/generators/tellerGenerator.ts
function generateSubType (line 6) | function generateSubType(
type GenerateAccountsParams (line 23) | type GenerateAccountsParams = {
function generateAccounts (line 32) | function generateAccounts({
function generateBalance (line 91) | function generateBalance(account_id: string): TellerTypes.AccountBalance {
type GenerateAccountsWithBalancesParams (line 104) | type GenerateAccountsWithBalancesParams = {
function generateAccountsWithBalances (line 113) | function generateAccountsWithBalances({
function generateTransactions (line 140) | function generateTransactions(count: number, accountId: string): TellerT...
function generateEnrollment (line 204) | function generateEnrollment(): TellerTypes.Enrollment & { institutionId:...
type GenerateConnectionsResponse (line 223) | type GenerateConnectionsResponse = {
function generateConnection (line 230) | function generateConnection(): GenerateConnectionsResponse {
function calculateDailyBalances (line 282) | function calculateDailyBalances(startingBalance, transactions, dateInter...
FILE: tools/scripts/vercelBuildIgnore.js
constant VERCEL_GIT_COMMIT_REF (line 3) | const VERCEL_GIT_COMMIT_REF = process.env.VERCEL_GIT_COMMIT_REF
constant CI_PROJECT_NAME (line 4) | const CI_PROJECT_NAME = process.env.CI_PROJECT_NAME
constant CI_TEAM_ID (line 5) | const CI_TEAM_ID = process.env.CI_TEAM_ID
constant CI_PROJECT_ID (line 6) | const CI_PROJECT_ID = process.env.CI_PROJECT_ID
constant CI_DEPLOY_HOOK_ID (line 7) | const CI_DEPLOY_HOOK_ID = process.env.CI_DEPLOY_HOOK_ID
constant CI_VERCEL_TOKEN (line 8) | const CI_VERCEL_TOKEN = process.env.CI_VERCEL_TOKEN
Condensed preview — 1004 files, each showing path, character count, and a content snippet. Download the .json file or copy for the full structured content (2,857K chars).
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{
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{
"path": "README.md",
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"chars": 3837,
"preview": "import type { ReactNode } from 'react'\nimport type { Account } from '@prisma/client'\nimport type { SharedType } from '@m"
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"chars": 25711,
"preview": "import {\n type InsightCardOption,\n InsightPopout,\n usePopoutContext,\n useAccountApi,\n InsightGroup,\n T"
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"chars": 5378,
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// ... and 804 more files (download for full content)
About this extraction
This page contains the full source code of the maybe-finance/maybe-archive GitHub repository, extracted and formatted as plain text for AI agents and large language models (LLMs). The extraction includes 1004 files (2.6 MB), approximately 729.4k tokens, and a symbol index with 1573 extracted functions, classes, methods, constants, and types. Use this with OpenClaw, Claude, ChatGPT, Cursor, Windsurf, or any other AI tool that accepts text input. You can copy the full output to your clipboard or download it as a .txt file.
Extracted by GitExtract — free GitHub repo to text converter for AI. Built by Nikandr Surkov.