@cubedelement.com/realty-investor-timeline 5.7.2 → 5.7.4

package/CHANGELOG.md

@@ -1,3 +1,17 @@
+## [5.7.4](https://github.com/kvernon/realty-investor-timeline/compare/v5.7.3...v5.7.4) (2026-01-16)
+
+
+### Bug Fixes
+
+* quarter calculations ([#79](https://github.com/kvernon/realty-investor-timeline/issues/79)) ([9c60f23](https://github.com/kvernon/realty-investor-timeline/commit/9c60f23d4f2fa0d1c87e3c4538f33c13f5f8e0b9))
+
+## [5.7.3](https://github.com/kvernon/realty-investor-timeline/compare/v5.7.2...v5.7.3) (2026-01-15)
+
+
+### Bug Fixes
+
+* ledger-item filter method update ([#78](https://github.com/kvernon/realty-investor-timeline/issues/78)) ([e8b1c86](https://github.com/kvernon/realty-investor-timeline/commit/e8b1c86c3a290041e67b794811899e2c5d888953))
+
 ## [5.7.2](https://github.com/kvernon/realty-investor-timeline/compare/v5.7.1...v5.7.2) (2026-01-15)
 
 

package/dist/src/ledger/ledger-collection.js

@@ -10,7 +10,6 @@ const properties_1 = require("../properties");
 const currency_1 = __importDefault(require("../formatters/currency"));
 const data_clone_date_1 = require("../utils/data-clone-date");
 const date_fns_1 = require("date-fns");
-const get_date_quarter_1 = require("../utils/get-date-quarter");
 class LedgerCollection {
     collection;
     getSummaryByType(collection, type) {
@@ -132,19 +131,14 @@ class LedgerCollection {
         if (!date) {
             date = this.collection.last().created;
         }
-        const quarter = (0, get_date_quarter_1.getDateQuarter)(date);
         const boundary = this.filter((li) => {
-            return li.dateLessThanOrEqualToAndQuarter(date, quarter);
+            return li.dateLessThanOrEqualToAndQuarter(date) && li.typeMatches(ledger_item_type_1.LedgerItemType.CashFlow);
         });
         if (boundary.length === 0) {
             return 0;
         }
-        const cashFlowItems = boundary.filter((x) => x.typeMatches(ledger_item_type_1.LedgerItemType.CashFlow));
-        if (cashFlowItems.length === 0) {
-            return 0;
-        }
-        const firstMonth = cashFlowItems[0].created.getUTCMonth();
-        const lastMonth = cashFlowItems[cashFlowItems.length - 1].created.getUTCMonth();
+        const firstMonth = boundary[0].created.getUTCMonth();
+        const lastMonth = boundary[boundary.length - 1].created.getUTCMonth();
         const monthsWithData = lastMonth - firstMonth + 1;
         if (monthsWithData <= 0) {
             return 0;
@@ -162,9 +156,8 @@ class LedgerCollection {
         if (!date) {
             date = this.collection.last().created;
         }
-        const quarter = (0, get_date_quarter_1.getDateQuarter)(date);
         const boundary = this.filter((li) => {
-            return li.dateLessThanOrEqualToAndQuarter(date, quarter);
+            return li.dateLessThanOrEqualToAndQuarter(date);
         });
         return this.getSummaryByType(boundary, ledger_item_type_1.LedgerItemType.CashFlow);
     }

package/dist/src/ledger/ledger-item.d.ts

@@ -15,16 +15,24 @@ export declare class LedgerItem {
      */
     getQuarter(): -1 | QuarterType;
     isAmountGreaterThanZero(): boolean;
-    dateMatchesYearAndMonth(today: Date): boolean;
-    dateLessThanOrEqualTo(today: Date): boolean;
-    dateNotGreaterThan(today: Date): boolean;
+    dateMatchesYearAndMonth(date: Date): boolean;
+    /**
+     * returns `true` if date's date is less than or equal to the created date
+     * @param date
+     */
+    dateLessThanOrEqualTo(date: Date): boolean;
+    /**
+     * returns `true` if date's date is grater than or equal to the created date
+     * @param date
+     */
+    dateGreaterThanOrEqualTo(date: Date): boolean;
+    dateNotGreaterThan(date: Date): boolean;
     dateMatchesYear(year: number): boolean;
     /**
-     * returns true if the date is less than or equal to the date passed in and the quarter matches
+     * returns `true` if date's date is more recent than or equal to the created date and the quarter matches
      * @param date
-     * @param quarter
      */
-    dateLessThanOrEqualToAndQuarter(date: Date, quarter: QuarterType): boolean;
+    dateLessThanOrEqualToAndQuarter(date: Date): boolean;
     /**
      * @deprecated, use {@link dateLessThanOrEqualToAndQuarter}
      * @param year

package/dist/src/ledger/ledger-item.js

@@ -43,26 +43,40 @@ class LedgerItem {
     isAmountGreaterThanZero() {
         return this.amount > 0;
     }
-    dateMatchesYearAndMonth(today) {
-        if (!today) {
+    dateMatchesYearAndMonth(date) {
+        if (!date) {
             return false;
         }
-        if (!this.dateMatchesYear(today.getUTCFullYear())) {
+        if (!this.dateMatchesYear(date.getUTCFullYear())) {
             return false;
         }
-        return today.getUTCMonth() === this.created.getUTCMonth();
+        return date.getUTCMonth() === this.created.getUTCMonth();
     }
-    dateLessThanOrEqualTo(today) {
-        if (!today || !this.created) {
+    /**
+     * returns `true` if date's date is less than or equal to the created date
+     * @param date
+     */
+    dateLessThanOrEqualTo(date) {
+        if (!date || !this.created) {
             return false;
         }
-        return (0, data_compare_date_1.default)(this.created, today) >= 0;
+        return (0, data_compare_date_1.default)(this.created, date) >= 0;
     }
-    dateNotGreaterThan(today) {
-        if (!today || !this.created) {
+    /**
+     * returns `true` if date's date is grater than or equal to the created date
+     * @param date
+     */
+    dateGreaterThanOrEqualTo(date) {
+        if (!date || !this.created) {
             return false;
         }
-        return (0, data_compare_date_1.default)(this.created, today) !== 1;
+        return (0, data_compare_date_1.default)(this.created, date) <= 0;
+    }
+    dateNotGreaterThan(date) {
+        if (!date || !this.created) {
+            return false;
+        }
+        return (0, data_compare_date_1.default)(this.created, date) !== 1;
     }
     dateMatchesYear(year) {
         if (!this.created) {
@@ -71,18 +85,20 @@ class LedgerItem {
         return year === this.created.getUTCFullYear();
     }
     /**
-     * returns true if the date is less than or equal to the date passed in and the quarter matches
+     * returns `true` if date's date is more recent than or equal to the created date and the quarter matches
      * @param date
-     * @param quarter
      */
-    dateLessThanOrEqualToAndQuarter(date, quarter) {
+    dateLessThanOrEqualToAndQuarter(date) {
         if (!this.created) {
             return false;
         }
-        if (!this.dateLessThanOrEqualTo(date)) {
+        if (!this.dateMatchesYear(date.getUTCFullYear())) {
             return false;
         }
-        return this.getQuarter() === quarter;
+        if (this.getQuarter() !== (0, get_date_quarter_1.getDateQuarter)(date)) {
+            return false;
+        }
+        return this.dateGreaterThanOrEqualTo(date);
     }
     /**
      * @deprecated, use {@link dateLessThanOrEqualToAndQuarter}

package/dist/src/utils/data-compare-date.d.ts

@@ -1,5 +1,5 @@
 /**
- * used to determine which is before, a or b. If a, then you'll get -1, if b then 1. Finally, if everything is the
+ * used to determine which date is the the oldest, a or b. If a is more in the past, then you'll get -1, if b then 1. Finally, if everything is the
  * same, then 0.
  * @param dateA
  * @param dateB

package/dist/src/utils/data-compare-date.js

@@ -1,7 +1,7 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 /**
- * used to determine which is before, a or b. If a, then you'll get -1, if b then 1. Finally, if everything is the
+ * used to determine which date is the the oldest, a or b. If a is more in the past, then you'll get -1, if b then 1. Finally, if everything is the
  * same, then 0.
  * @param dateA
  * @param dateB

package/dist/src/utils/get-date-quarter.d.ts

@@ -7,3 +7,8 @@ export type QuarterType = 0 | 1 | 2 | 3;
  * @param date
  */
 export declare const getDateQuarter: (date: Date) => QuarterType;
+/**
+ * takes a month (0 - 11) and return the quarter it belongs to, which will be 0, 1, 2, or 3
+ * @param month
+ */
+export declare const getDateQuarterByMonth: (month: number) => QuarterType;

package/dist/src/utils/get-date-quarter.js

@@ -1,9 +1,15 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.getDateQuarter = void 0;
+exports.getDateQuarterByMonth = exports.getDateQuarter = void 0;
 /**
  * takes a date and return the quarter it belongs to, which will be 0, 1, 2, or 3
  * @param date
  */
 const getDateQuarter = (date) => Math.floor(date.getUTCMonth() / 3);
 exports.getDateQuarter = getDateQuarter;
+/**
+ * takes a month (0 - 11) and return the quarter it belongs to, which will be 0, 1, 2, or 3
+ * @param month
+ */
+const getDateQuarterByMonth = (month) => Math.floor(month / 3);
+exports.getDateQuarterByMonth = getDateQuarterByMonth;

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@cubedelement.com/realty-investor-timeline",
-  "version": "5.7.2",
+  "version": "5.7.4",
   "description": "A way to determine if and when your expenses would be covered",
   "main": "./dist/src/index.js",
   "types": "./dist/src/index.d.ts",