@mx-cartographer/experiences 6.25.3-alpha.al2 → 6.25.3-alpha.mega2

package/dist/budgets/store/BudgetsStore.js

@@ -0,0 +1,290 @@
+import { makeAutoObservable as a, reaction as g, runInAction as o } from "mobx";
+import { endOfMonth as n } from "date-fns/endOfMonth";
+import { startOfMonth as c } from "date-fns/startOfMonth";
+import { startOfToday as m } from "date-fns/startOfToday";
+import "bowser";
+import "date-fns/getUnixTime";
+import "date-fns/intlFormat";
+import "../../common/constants/Account.js";
+import { CategoryGuids as p } from "../../common/constants/Category.js";
+import "date-fns/addMonths";
+import "date-fns/addQuarters";
+import "date-fns/addWeeks";
+import "date-fns/addYears";
+import "date-fns/getDay";
+import "date-fns/isBefore";
+import "date-fns/nextDay";
+import "date-fns/setDate";
+import "date-fns/fromUnixTime";
+import "react";
+import "numeral";
+import "@mui/material";
+import "react/jsx-runtime";
+import "@mui/material/Button";
+import "@mxenabled/mxui";
+import "@mui/material/Tooltip";
+import "@mui/material/Box";
+import "@mui/material/IconButton";
+import "../../common/components/accountfilter/AccountFilterOptions.js";
+import "../../common/context/GlobalDataProvider.js";
+import "../../common/context/WidgetContainerProvider.js";
+import "@mui/material/styles/useTheme";
+import "@mui/material/useMediaQuery";
+import "@mxenabled/cssinjs";
+import "date-fns/addDays";
+import "date-fns/eachDayOfInterval";
+import "date-fns/eachWeekOfInterval";
+import "date-fns/format";
+import "date-fns/isSameMonth";
+import "date-fns/subMonths";
+import "@mui/material/Paper";
+import "@mxenabled/mx-icons";
+import "date-fns/isSameDay";
+import "date-fns/isWithinInterval";
+import "d3";
+import "@mui/material/styles";
+import "@mui/x-charts";
+import "../../common/components/charts/linechart/CustomLegend.js";
+import "@mui/x-charts/ChartsTooltip";
+import "@mui/material/Stack";
+import "../../common/components/charts/stackedlinechart/CustomAreaTooltip.js";
+import "date-fns/differenceInCalendarDays";
+import "date-fns/endOfToday";
+import "date-fns/endOfYear";
+import "date-fns/startOfYear";
+import "date-fns/subDays";
+import "date-fns/subYears";
+import "@mui/material/ButtonGroup";
+import "@mui/material/Tab";
+import "@mui/material/Tabs";
+import "@mui/material/ToggleButton";
+import "@mui/material/ToggleButtonGroup";
+import "@mui/material/Dialog";
+import "@mui/material/DialogContent";
+import "../../common/components/ErrorBoundary.js";
+import "@mui/material/Card";
+import "@mui/material/CardContent";
+import "@mui/material/CardHeader";
+import "../../common/components/WidgetContainer.js";
+import "../../common/components/ConnectDrawer.js";
+import "uuid";
+import "@mui/material/CircularProgress";
+import "../../common/components/SearchBox.js";
+import "@mui/material/FormControlLabel";
+import "@mui/material/Radio";
+import "@mui/material/Avatar";
+import "@mui/material/ListItem";
+import "@mui/material/ListItemAvatar";
+import "@mui/material/ListItemButton";
+import "@mui/material/ListItemText";
+import "@mui/material/ListItemIcon";
+import "../../common/components/ListItemAction.js";
+import "@mui/material/MenuItem";
+import "@mui/material/TextField";
+import "@mui/material/Switch";
+import "../../accounts/AccountsWidget.js";
+import "../../accounts/AccountsMiniWidget.js";
+import "../../accounts/ConnectMiniWidget.js";
+import "../../accounts/components/detailsdrawer/Accounts/AccountDetailsHeader.js";
+import "../../accounts/components/detailsdrawer/Accounts/AccountDetailsContent.js";
+import "../../common/types/Account.js";
+import "posthog-js";
+import { BudgetsApi as d } from "../api/BudgetsApi.js";
+import { findBudget as l, findSubBudget as h, augmentBudgets as s } from "../utils/BudgetUtil.js";
+import "../../cashflow/CashflowMiniWidget.js";
+import "../../cashflow/CashflowWidget.js";
+import "../../cashflow/CashflowOnboarding.js";
+import "date-fns/differenceInDays";
+import "../../categories/components/CategorySelector.js";
+import "../../categories/components/CategorySelectorDrawer.js";
+import "../../categories/components/CategoryRow.js";
+import "../../debts/DebtsWidget.js";
+import "@mui/x-data-grid-pro";
+import "date-fns";
+import "@mui/material/Divider";
+import "@mui/material/List";
+import "../../finstrong/components/FinancialStrengthGraph.js";
+import "../../finstrong/components/CreditScoreGraph.js";
+import "../../finstrong/FinstrongWidget.js";
+import "../../goals/GoalsWidget.js";
+import "../../goals/GoalsMicroWidget.js";
+import "../../investments/util/InvestmentUtil.js";
+import "../../merchants/components/MerchantLookup.js";
+import "../../networth/components/NetWorthChart.js";
+import "../../networth/components/NetWorthList.js";
+import "../../networth/components/NetWorthSummary.js";
+import "../../networth/NetWorthMicroWidget.js";
+import "../../networth/NetWorthWidget.js";
+import "../../notifications/components/NotificationList.js";
+import "../../notifications/components/NotificationDrawer.js";
+import "date-fns/formatISO";
+import "../../transactions/constants/Analytics.js";
+import "../../transactions/constants/Transaction.js";
+import "../../transactions/components/shared/transactionlist/TransactionRow.js";
+import "../../transactions/components/shared/TransactionList.js";
+import "../../transactions/components/shared/TransactionTable.js";
+import "../../transactions/components/shared/TransactionDetails.js";
+import "../../transactions/components/transactionwidget/AddAccountModal.js";
+import "../../transactions/TransactionWidget.js";
+import "../../settings/SettingsWidget.js";
+import "../../settings/components/SettingsWidgetContents.js";
+import "../../settings/components/profile/ProfileTab.js";
+import "../../settings/components/devices/DeviceTab.js";
+import "../../settings/NotificationSettingsWidget.js";
+import "../../settings/components/notifications/NotificationSettings.js";
+import "../../settings/components/notifications/AccountNotificationProfiles.js";
+import "../../settings/components/notifications/BudgetNotificationProfiles.js";
+import "../../settings/components/notifications/InsightsNotificationProfiles.js";
+import "../../settings/components/transactionrules/TransactionRulesTab.js";
+import "../../recurringtransactions/RecurringTransactionsWidget.js";
+import "../../recurringtransactions/RecurringTransactionsMiniWidget.js";
+import "../../recurringtransactions/RecurringTransactionsMicroWidget.js";
+import "date-fns/isAfter";
+import "date-fns/parseISO";
+import "date-fns/subQuarters";
+import "date-fns/lastDayOfMonth";
+import "date-fns/setDayOfYear";
+import "../../recurringtransactions/components/shared/RecurringSettings.js";
+import "../../recurringtransactions/components/shared/recurringsettings/ManageIncome.js";
+import "../../recurringtransactions/components/shared/recurringsettings/ManageExpenses.js";
+import "../../recurringtransactions/components/shared/recurringsettings/SelectTransaction.js";
+import "../../recurringtransactions/components/shared/recurringsettings/AddRecurringTransactionDetails.js";
+import "../../trends/TrendsFullWidget.js";
+import "../../trends/TrendsMiniWidget.js";
+import "../../trends/TrendsMicroWidget.js";
+import "../../trends/TrendsWidget.js";
+import "date-fns/addSeconds";
+import "date-fns/getMonth";
+class ni {
+  api = new d("/", "");
+  globalStore;
+  alert = "";
+  dateRange = { start: c(m()), end: n(m()) };
+  budgets = [];
+  selectedBudget;
+  selectedSubBudget;
+  isDataLoaded = !1;
+  theme = {};
+  constructor(t) {
+    this.globalStore = t, this.api = new d(t.endpoint, t.sessionToken), a(this);
+  }
+  loadBudgetData = async () => {
+    await this.loadBudgets(), g(
+      () => this.detailedBudgets,
+      (t) => {
+        if (t) {
+          const i = this.selectedBudget;
+          i && (this.selectedBudget = l(t, i.guid));
+          const r = this.selectedSubBudget;
+          r && r.parent_guid && (this.selectedSubBudget = h(
+            t,
+            r.guid,
+            r.parent_guid
+          ));
+        }
+      }
+    );
+  };
+  get detailedBudgets() {
+    return s(
+      this.budgets.filter(
+        (t) => t.category_guid !== p.INCOME && t.category_guid !== p.TRANSFER && t.category_guid !== p.INVESTMENTS
+      ),
+      this.globalStore.categoryStore.detailedCategories,
+      this.globalStore.copyStore.copy.budgets,
+      this.theme
+    ).sort((t, i) => t.percentage > i.percentage ? -1 : t.percentage < i.percentage ? 1 : 0);
+  }
+  get incomeBudget() {
+    return s(
+      this.budgets.filter((r) => !r.parent_guid),
+      this.globalStore.categoryStore.detailedCategories,
+      this.globalStore.copyStore.copy.budgets,
+      this.theme
+    ).reduce(
+      (r, e) => e.category_guid !== p.INCOME ? r : !r || e.percentage > r.percentage ? e : r,
+      void 0
+    )?.amount;
+  }
+  get unbudgetedCategories() {
+    return this.globalStore.categoryStore.spendCategories.filter(
+      (t) => !this.detailedBudgets.find((i) => i.category_guid === t.guid)
+    );
+  }
+  get totalBudgeted() {
+    return this.detailedBudgets.reduce((t, i) => t + i.amount, 0);
+  }
+  addBudget = async (t, i, r = null) => {
+    try {
+      const e = await this.api.addBudget(t, i, r);
+      o(() => {
+        this.budgets.push(e);
+      });
+    } catch (e) {
+      console.error(`Error adding budget: ${e}`);
+    }
+  };
+  deleteBudget = async (t) => {
+    try {
+      await this.api.deleteBudget(t), o(() => {
+        const i = this.budgets.findIndex((r) => r.guid === t);
+        i >= 0 && this.budgets.splice(i, 1);
+      });
+    } catch (i) {
+      console.error(`Error deleting budget: ${i}`);
+    }
+  };
+  loadBudgets = async () => {
+    try {
+      const t = await this.api.getBudgets();
+      o(() => {
+        this.budgets = t, this.isDataLoaded = !0;
+      });
+    } catch (t) {
+      throw console.error(`Error occurred while loading budgets: ${t}`), t;
+    }
+  };
+  setAlert = (t) => this.alert = t;
+  setDateRange = (t) => this.dateRange = t;
+  setSelectedBudget = (t) => this.selectedBudget = t;
+  setSelectedSubBudget = (t) => this.selectedSubBudget = t;
+  setTheme = (t) => this.theme = t;
+  /**
+   * Recalculate budget by using the average amount from top-level categories
+   * @param categories Detailed categories
+   */
+  recalculateBudgets = async (t) => {
+    try {
+      for (const r of t) {
+        const e = this.budgets.find((u) => u.category_guid === r.guid);
+        e ? await this.api.updateBudget({
+          ...e,
+          amount: r.totalAverageAmount
+        }) : await this.api.addBudget(r, r.totalAverageAmount);
+      }
+      const i = this.budgets.filter(
+        (r) => !t.find((e) => e.guid === r.category_guid)
+      );
+      for (const r of i)
+        await this.api.deleteBudget(r.guid);
+      return await this.loadBudgets(), { data: this.budgets, isSuccess: !0 };
+    } catch (i) {
+      return console.error("error recalculating budgets", i), { data: [], isSuccess: !1 };
+    }
+  };
+  updateBudget = async (t) => {
+    try {
+      const i = await this.api.updateBudget(t);
+      o(() => {
+        const r = this.budgets.findIndex((e) => e.guid === t.guid);
+        r >= 0 && (this.budgets[r] = i);
+      });
+    } catch (i) {
+      console.error(`Error updating budget: ${i}`);
+    }
+  };
+}
+export {
+  ni as BudgetsStore
+};
+//# sourceMappingURL=BudgetsStore.js.map

package/dist/budgets/store/BudgetsStore.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"BudgetsStore.js","sources":["../../../src/budgets/store/BudgetsStore.ts"],"sourcesContent":["import { makeAutoObservable, reaction, runInAction } from 'mobx'\n\nimport { endOfMonth } from 'date-fns/endOfMonth'\nimport { startOfMonth } from 'date-fns/startOfMonth'\nimport { startOfToday } from 'date-fns/startOfToday'\n\nimport { Theme } from '@mui/system'\n\nimport {\n  type Budget,\n  type Category,\n  type DateRange,\n  type DetailedBudget,\n  type DetailedCategory,\n  CategoryGuids,\n  GlobalStore,\n} from '../../common'\n\nimport { BudgetsApi } from '../api/BudgetsApi'\nimport { augmentBudgets, findBudget, findSubBudget } from '../utils/BudgetUtil'\n\nexport class BudgetsStore {\n  api: BudgetsApi = new BudgetsApi('/', '')\n\n  globalStore: GlobalStore\n\n  alert: string = ''\n  dateRange: DateRange = { start: startOfMonth(startOfToday()), end: endOfMonth(startOfToday()) }\n  budgets: Budget[] = []\n  selectedBudget: DetailedBudget | undefined\n  selectedSubBudget: DetailedBudget | undefined\n  isDataLoaded = false\n  theme = {} as Theme\n\n  constructor(globalStore: GlobalStore) {\n    this.globalStore = globalStore\n    this.api = new BudgetsApi(globalStore.endpoint, globalStore.sessionToken)\n\n    makeAutoObservable(this)\n  }\n\n  loadBudgetData = async () => {\n    await this.loadBudgets()\n\n    /** Reaction to update the selected budget/sub-budget if detailedBudgets is updated **/\n    reaction(\n      () => this.detailedBudgets,\n      (detailedBudgets) => {\n        if (detailedBudgets) {\n          const budget = this.selectedBudget\n          if (budget) {\n            this.selectedBudget = findBudget(detailedBudgets, budget.guid)\n          }\n\n          const subBudget = this.selectedSubBudget\n          if (subBudget && subBudget.parent_guid) {\n            this.selectedSubBudget = findSubBudget(\n              detailedBudgets,\n              subBudget.guid,\n              subBudget.parent_guid,\n            )\n          }\n        }\n      },\n    )\n  }\n\n  get detailedBudgets(): DetailedBudget[] {\n    return augmentBudgets(\n      this.budgets.filter(\n        (budget: Budget) =>\n          budget.category_guid !== CategoryGuids.INCOME &&\n          budget.category_guid !== CategoryGuids.TRANSFER &&\n          budget.category_guid !== CategoryGuids.INVESTMENTS,\n      ),\n      this.globalStore.categoryStore.detailedCategories,\n      this.globalStore.copyStore.copy.budgets,\n      this.theme,\n    ).sort((a, b) => {\n      if (a.percentage > b.percentage) return -1\n      if (a.percentage < b.percentage) return 1\n      return 0\n    })\n  }\n\n  get incomeBudget(): number | undefined {\n    const filteredBudgets = augmentBudgets(\n      this.budgets.filter((budget: Budget) => !budget.parent_guid),\n      this.globalStore.categoryStore.detailedCategories,\n      this.globalStore.copyStore.copy.budgets,\n      this.theme,\n    )\n\n    const incomeBudget = filteredBudgets.reduce(\n      (acc, curr) => {\n        if (curr.category_guid !== CategoryGuids.INCOME) return acc\n        if (!acc || curr.percentage > acc.percentage) return curr\n        return acc\n      },\n      undefined as DetailedBudget | undefined,\n    )\n\n    return incomeBudget?.amount\n  }\n\n  get unbudgetedCategories(): DetailedCategory[] {\n    return this.globalStore.categoryStore.spendCategories.filter(\n      (category) => !this.detailedBudgets.find((budget) => budget.category_guid === category.guid),\n    )\n  }\n\n  get totalBudgeted(): number {\n    return this.detailedBudgets.reduce((total, budget) => total + budget.amount, 0)\n  }\n\n  addBudget = async (category: Category, amount: number, parentGuid: string | null = null) => {\n    try {\n      const budget = await this.api.addBudget(category, amount, parentGuid)\n      runInAction(() => {\n        this.budgets.push(budget)\n      })\n    } catch (error) {\n      console.error(`Error adding budget: ${error}`)\n    }\n  }\n\n  deleteBudget = async (guid: string) => {\n    try {\n      await this.api.deleteBudget(guid)\n\n      runInAction(() => {\n        const index = this.budgets.findIndex((budget) => budget.guid === guid)\n        if (index >= 0) {\n          this.budgets.splice(index, 1)\n        }\n      })\n    } catch (error) {\n      console.error(`Error deleting budget: ${error}`)\n    }\n  }\n\n  loadBudgets = async () => {\n    try {\n      const budgets = (await this.api.getBudgets()) as Budget[]\n\n      runInAction(() => {\n        this.budgets = budgets\n        this.isDataLoaded = true\n      })\n    } catch (error) {\n      console.error(`Error occurred while loading budgets: ${error}`)\n      throw error\n    }\n  }\n\n  setAlert = (alert: string) => (this.alert = alert)\n\n  setDateRange = (dateRange: DateRange) => (this.dateRange = dateRange)\n\n  setSelectedBudget = (budget: DetailedBudget | undefined) => (this.selectedBudget = budget)\n\n  setSelectedSubBudget = (budget: DetailedBudget | undefined) => (this.selectedSubBudget = budget)\n\n  setTheme = (theme: Theme) => (this.theme = theme)\n\n  /**\n   * Recalculate budget by using the average amount from top-level categories\n   * @param categories Detailed categories\n   */\n  recalculateBudgets = async (categories: DetailedCategory[]) => {\n    try {\n      for (const category of categories) {\n        const budget = this.budgets.find((budget) => budget.category_guid === category.guid)\n        if (budget) {\n          await this.api.updateBudget({\n            ...budget,\n            amount: category.totalAverageAmount,\n          })\n        } else {\n          await this.api.addBudget(category, category.totalAverageAmount)\n        }\n      }\n      const budgetsToDelete = this.budgets.filter(\n        (budget) => !categories.find((c) => c.guid === budget.category_guid),\n      )\n\n      for (const budgetToDelete of budgetsToDelete) {\n        await this.api.deleteBudget(budgetToDelete.guid)\n      }\n\n      await this.loadBudgets()\n\n      return { data: this.budgets, isSuccess: true }\n    } catch (error) {\n      console.error('error recalculating budgets', error)\n      return { data: [], isSuccess: false }\n    }\n  }\n\n  updateBudget = async (budget: Budget) => {\n    try {\n      const updatedBudget = await this.api.updateBudget(budget)\n\n      runInAction(() => {\n        const index = this.budgets.findIndex((b) => b.guid === budget.guid)\n        if (index >= 0) {\n          this.budgets[index] = updatedBudget\n        }\n      })\n    } catch (error) {\n      console.error(`Error updating budget: ${error}`)\n    }\n  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package/dist/budgets/utils/BubblesSVG.js

@@ -0,0 +1,52 @@
+import * as o from "d3";
+const i = 5, u = 100, d = 25, f = (a) => {
+  const n = (t) => {
+    t.active || a.alphaTarget(0.3).restart(), t.subject.fx = t.subject.x, t.subject.fy = t.subject.y;
+  }, e = (t) => {
+    t.subject.fx = t.x, t.subject.fy = t.y;
+  }, c = (t) => {
+    t.active || a.alphaTarget(0), t.subject.fx = null, t.subject.fy = null;
+  };
+  return o.drag().on("start", n).on("drag", e).on("end", c);
+}, x = (a) => {
+  let n = a.transaction_total / a.amount;
+  n < 0 ? n = 0 : n > 1 && (n = 1);
+  const e = n * 2 * Math.PI, c = o.interpolate(0, e), t = o.arc().cornerRadius(5).innerRadius(a.radius - i * 2).outerRadius(a.radius - i).startAngle(0).endAngle(0);
+  return (r) => (t.endAngle(c(r)), t(a) || "");
+}, g = (a) => {
+  o.selectAll(".bubble").call(f(a));
+}, h = (a, n, e) => {
+  a.alpha(1).restart().force(
+    "x",
+    o.forceX().x(e / 2).strength(0.01)
+  ).force(
+    "y",
+    o.forceY().y(n / 2).strength(0.01)
+  );
+}, m = (a, n) => o.scaleLinear().domain([a, n]).range([d, u]), y = (a) => {
+  const n = a.reduce((r, s) => {
+    const l = Math.max(s.transaction_total, s.amount);
+    return l > r ? l : r;
+  }, 0), e = a.reduce((r, s) => {
+    const l = Math.max(s.transaction_total, s.amount);
+    return l < r ? l : r;
+  }, n), c = m(e, n), t = a.map((r) => {
+    const s = c(Math.max(r.transaction_total, r.amount)) || 25;
+    return {
+      ...r,
+      radius: s
+    };
+  });
+  return o.forceSimulation(t).velocityDecay(0.05).force("collide", o.forceCollide((r) => r.radius + 2).strength(0.5)).on("tick", () => {
+    o.selectAll(".bubble").data(t).attr("transform", (r) => `translate(${r.x},${r.y})`);
+  });
+};
+export {
+  x as arcTween,
+  f as drag,
+  g as enableDrag,
+  m as getScale,
+  h as resize,
+  y as simulate
+};
+//# sourceMappingURL=BubblesSVG.js.map

package/dist/budgets/utils/BubblesSVG.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"BubblesSVG.js","sources":["../../../src/budgets/utils/BubblesSVG.ts"],"sourcesContent":["import * as d3 from 'd3'\n\nimport type { Simulation } from 'd3'\n\nimport { type BubbleData } from '../components/BubbleChart'\nimport { DetailedBudget } from '../../common'\n\n// D3 SVG Types\nexport type SimulationType = Simulation<BubbleData, undefined>\n\nconst PROGRESS_INDICATOR_SIZE = 5\nconst MAX_BUBBLE_RADIUS = 100\nconst MIN_BUBBLE_RADIUS = 25\n\n/**\n * Enables dragging of bubbles\n * @param simulation D3 Simulation\n */\nexport const drag = (simulation: SimulationType) => {\n  const dragStarted = (event: any) => {\n    if (!event.active) simulation.alphaTarget(0.3).restart()\n    event.subject.fx = event.subject.x\n    event.subject.fy = event.subject.y\n  }\n\n  const dragged = (event: any) => {\n    event.subject.fx = event.x\n    event.subject.fy = event.y\n  }\n\n  const dragEnded = (event: any) => {\n    if (!event.active) simulation.alphaTarget(0)\n    event.subject.fx = null\n    event.subject.fy = null\n  }\n  return d3.drag().on('start', dragStarted).on('drag', dragged).on('end', dragEnded)\n}\n\n/**\n * Provide d values for the arc between the start and end radius based on time\n * @param bubble Bubble data\n */\nexport const arcTween = (bubble: BubbleData) => {\n  // Percentage of the budget\n  let p = bubble.transaction_total / bubble.amount\n  if (p < 0) p = 0\n  else if (p > 1) p = 1\n\n  // End angle for the progress status\n  const angle = p * 2 * Math.PI\n  // Interpolate values between 0 and the end angle\n  const interpolate = d3.interpolate(0, angle)\n  // Progress arc starting at 0\n  const arc = d3\n    .arc<BubbleData>()\n    .cornerRadius(5)\n    .innerRadius(bubble.radius - PROGRESS_INDICATOR_SIZE * 2)\n    .outerRadius(bubble.radius - PROGRESS_INDICATOR_SIZE)\n    .startAngle(0)\n    .endAngle(0)\n\n  return (t: number) => {\n    // assign end angle to interpolated value for t\n    arc.endAngle(interpolate(t))\n    // call arc and return intermediate `d` value\n    return arc(bubble) || ''\n  }\n}\n\n/**\n * Enable drag\n * @param simulation D3 Simulation\n */\nexport const enableDrag = (simulation: SimulationType) => {\n  d3.selectAll('.bubble').call(drag(simulation) as any)\n}\n\n/**\n * Update location after a resize\n * @param simulation D3 Simulation\n * @param height New height\n * @param width New width\n */\nexport const resize = (simulation: SimulationType, height: number, width: number) => {\n  simulation\n    .alpha(1)\n    .restart()\n    .force(\n      'x',\n      d3\n        .forceX()\n        .x(width / 2)\n        .strength(0.01),\n    )\n    .force(\n      'y',\n      d3\n        .forceY()\n        .y(height / 2)\n        .strength(0.01),\n    )\n}\n\nexport const getScale = (min: number, max: number) => {\n  return d3.scaleLinear().domain([min, max]).range([MIN_BUBBLE_RADIUS, MAX_BUBBLE_RADIUS])\n}\n\n/**\n * Simulates the chart\n * @param budgets Budget data\n */\nexport const simulate = (budgets: DetailedBudget[]) => {\n  const maxValue = budgets.reduce((acc, budget) => {\n    const max = Math.max(budget.transaction_total, budget.amount)\n    return max > acc ? max : acc\n  }, 0)\n\n  const minValue = budgets.reduce((acc, budget) => {\n    const max = Math.max(budget.transaction_total, budget.amount)\n    return max < acc ? max : acc\n  }, maxValue)\n\n  const scale = getScale(minValue, maxValue)\n\n  const bubbles = budgets.map((budget) => {\n    const radius = scale(Math.max(budget.transaction_total, budget.amount)) || 25\n\n    return {\n      ...budget,\n      radius,\n    } as BubbleData\n  })\n\n  return d3\n    .forceSimulation<BubbleData>(bubbles)\n    .velocityDecay(0.05)\n    .force('collide', d3.forceCollide<BubbleData>((d) => d.radius + 2).strength(0.5))\n    .on('tick', () => {\n      d3.selectAll('.bubble')\n        .data(bubbles)\n        .attr('transform', (d: BubbleData) => `translate(${d.x},${d.y})`)\n    })\n}\n\n/**\n * Calculate the target radius based on the number of bubbles and container size\n * @param count Number of bubbles\n * @param height Height of the container\n * @param width Width of the container\n * @returns An object containing the target minimum and maximum radius\n */\nconst getTargetRadius = (count: number, height: number, width: number) => {\n  const BUBBLE_AREA_MIN = Math.PI * MIN_BUBBLE_RADIUS * MIN_BUBBLE_RADIUS\n  const totalMinArea = BUBBLE_AREA_MIN * count\n\n  const containerArea = width * height\n\n  let targetMaxRadius = MIN_BUBBLE_RADIUS\n  if (totalMinArea < containerArea)\n    targetMaxRadius = Math.min(MAX_BUBBLE_RADIUS, Math.sqrt(containerArea / count / Math.PI))\n\n  const targetMinRadius = Math.max(20, targetMaxRadius * 0.6)\n\n  return { targetMinRadius, targetMaxRadius }\n}\n\n/* @param count Number of bubbles\n * @param height Height of the container\n * @param maxValue Maximum value for the scale\n * @param minValue Minimum value for the scale\n * @param width Width of the container\n * @returns A D3 linear scale for bubble radius\n */\nexport const getSmartScale = (\n  count: number,\n  height: number,\n  maxValue: number,\n  minValue: number,\n  width: number,\n) => {\n  const { targetMinRadius, targetMaxRadius } = getTargetRadius(count, height, width)\n\n  return d3.scaleLinear().domain([minValue, maxValue]).range([targetMinRadius, targetMaxRadius])\n}\n\n/**\n * Clamp the position of the bubble to ensure it stays within the container\n * @param d Bubble data\n * @param width Width of the container\n * @param height Height of the container\n * @returns A string representing the translation for the bubble\n */\nconst clampPosition = (d: BubbleData, width: number, height: number) => {\n  const x = Math.max(d.radius, Math.min(width - 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package/dist/budgets/utils/BudgetUtil.js

@@ -0,0 +1,225 @@
+import "bowser";
+import "date-fns/getUnixTime";
+import { getDetailedCategory as _, getDetailedSubCategory as B } from "../../common/utils/Categories.js";
+import "date-fns/addMonths";
+import "date-fns/addQuarters";
+import "date-fns/addWeeks";
+import "date-fns/addYears";
+import "date-fns/getDay";
+import "date-fns/isBefore";
+import "date-fns/nextDay";
+import "date-fns/setDate";
+import "date-fns/startOfToday";
+import "date-fns/fromUnixTime";
+import "date-fns/intlFormat";
+import "../../common/constants/Account.js";
+import "../../common/constants/Category.js";
+import { buildDynamicCopy as c } from "../../common/utils/Localization.js";
+import { formatCurrency as g } from "../../common/utils/NumberFormatting.js";
+import "@mui/material";
+import "react/jsx-runtime";
+import "react";
+import "@mui/material/Button";
+import "@mxenabled/mxui";
+import "@mui/material/Tooltip";
+import "@mui/material/Box";
+import "@mui/material/IconButton";
+import "../../common/components/accountfilter/AccountFilterOptions.js";
+import { useBudgetsStore as y } from "../../common/context/hooks.js";
+import "../../common/context/GlobalDataProvider.js";
+import "../../common/context/WidgetContainerProvider.js";
+import "@mui/material/styles/useTheme";
+import "@mui/material/useMediaQuery";
+import "@mxenabled/cssinjs";
+import "date-fns/addDays";
+import "date-fns/eachDayOfInterval";
+import "date-fns/eachWeekOfInterval";
+import "date-fns/endOfMonth";
+import "date-fns/format";
+import "date-fns/isSameMonth";
+import "date-fns/startOfMonth";
+import "date-fns/subMonths";
+import "@mui/material/Paper";
+import "@mxenabled/mx-icons";
+import "date-fns/isSameDay";
+import "date-fns/isWithinInterval";
+import "d3";
+import "@mui/material/styles";
+import "@mui/x-charts";
+import "../../common/components/charts/linechart/CustomLegend.js";
+import "@mui/x-charts/ChartsTooltip";
+import "@mui/material/Stack";
+import "../../common/components/charts/stackedlinechart/CustomAreaTooltip.js";
+import "date-fns/differenceInCalendarDays";
+import "date-fns/endOfToday";
+import "date-fns/endOfYear";
+import "date-fns/startOfYear";
+import "date-fns/subDays";
+import "date-fns/subYears";
+import "@mui/material/ButtonGroup";
+import "@mui/material/Tab";
+import "@mui/material/Tabs";
+import "@mui/material/ToggleButton";
+import "@mui/material/ToggleButtonGroup";
+import "@mui/material/Dialog";
+import "@mui/material/DialogContent";
+import "../../common/components/ErrorBoundary.js";
+import "@mui/material/Card";
+import "@mui/material/CardContent";
+import "@mui/material/CardHeader";
+import "../../common/components/WidgetContainer.js";
+import "../../common/components/ConnectDrawer.js";
+import "uuid";
+import "@mui/material/CircularProgress";
+import "../../common/components/SearchBox.js";
+import "@mui/material/FormControlLabel";
+import "@mui/material/Radio";
+import "@mui/material/Avatar";
+import "@mui/material/ListItem";
+import "@mui/material/ListItemAvatar";
+import "@mui/material/ListItemButton";
+import "@mui/material/ListItemText";
+import "@mui/material/ListItemIcon";
+import "../../common/components/ListItemAction.js";
+import "@mui/material/MenuItem";
+import "@mui/material/TextField";
+import "@mui/material/Switch";
+import "mobx";
+import "../../accounts/AccountsWidget.js";
+import "../../accounts/AccountsMiniWidget.js";
+import "../../accounts/ConnectMiniWidget.js";
+import "../../accounts/components/detailsdrawer/Accounts/AccountDetailsHeader.js";
+import "../../accounts/components/detailsdrawer/Accounts/AccountDetailsContent.js";
+import "../../common/types/Account.js";
+import "posthog-js";
+import "../../cashflow/CashflowMiniWidget.js";
+import "../../cashflow/CashflowWidget.js";
+import "../../cashflow/CashflowOnboarding.js";
+import "date-fns/differenceInDays";
+import "../../categories/components/CategorySelector.js";
+import "../../categories/components/CategorySelectorDrawer.js";
+import "../../categories/components/CategoryRow.js";
+import "../../debts/DebtsWidget.js";
+import "@mui/x-data-grid-pro";
+import "date-fns";
+import "@mui/material/Divider";
+import "@mui/material/List";
+import "../../finstrong/components/FinancialStrengthGraph.js";
+import "../../finstrong/components/CreditScoreGraph.js";
+import "../../finstrong/FinstrongWidget.js";
+import "../../goals/GoalsWidget.js";
+import "../../goals/GoalsMicroWidget.js";
+import "../../investments/util/InvestmentUtil.js";
+import "../../merchants/components/MerchantLookup.js";
+import "../../networth/components/NetWorthChart.js";
+import "../../networth/components/NetWorthList.js";
+import "../../networth/components/NetWorthSummary.js";
+import "../../networth/NetWorthMicroWidget.js";
+import "../../networth/NetWorthWidget.js";
+import "../../notifications/components/NotificationList.js";
+import "../../notifications/components/NotificationDrawer.js";
+import "date-fns/formatISO";
+import "../../transactions/constants/Analytics.js";
+import "../../transactions/constants/Transaction.js";
+import "../../transactions/components/shared/transactionlist/TransactionRow.js";
+import "../../transactions/components/shared/TransactionList.js";
+import "../../transactions/components/shared/TransactionTable.js";
+import "../../transactions/components/shared/TransactionDetails.js";
+import "../../transactions/components/transactionwidget/AddAccountModal.js";
+import "../../transactions/TransactionWidget.js";
+import "../../settings/SettingsWidget.js";
+import "../../settings/components/SettingsWidgetContents.js";
+import "../../settings/components/profile/ProfileTab.js";
+import "../../settings/components/devices/DeviceTab.js";
+import "../../settings/NotificationSettingsWidget.js";
+import "../../settings/components/notifications/NotificationSettings.js";
+import "../../settings/components/notifications/AccountNotificationProfiles.js";
+import "../../settings/components/notifications/BudgetNotificationProfiles.js";
+import "../../settings/components/notifications/InsightsNotificationProfiles.js";
+import "../../settings/components/transactionrules/TransactionRulesTab.js";
+import "../../recurringtransactions/RecurringTransactionsWidget.js";
+import "../../recurringtransactions/RecurringTransactionsMiniWidget.js";
+import "../../recurringtransactions/RecurringTransactionsMicroWidget.js";
+import "date-fns/isAfter";
+import "date-fns/parseISO";
+import "date-fns/subQuarters";
+import "date-fns/lastDayOfMonth";
+import "date-fns/setDayOfYear";
+import "../../recurringtransactions/components/shared/RecurringSettings.js";
+import "../../recurringtransactions/components/shared/recurringsettings/ManageIncome.js";
+import "../../recurringtransactions/components/shared/recurringsettings/ManageExpenses.js";
+import "../../recurringtransactions/components/shared/recurringsettings/SelectTransaction.js";
+import "../../recurringtransactions/components/shared/recurringsettings/AddRecurringTransactionDetails.js";
+import "../../trends/TrendsFullWidget.js";
+import "../../trends/TrendsMiniWidget.js";
+import "../../trends/TrendsMicroWidget.js";
+import "../../trends/TrendsWidget.js";
+import "date-fns/addSeconds";
+import "date-fns/getMonth";
+const d = (o, t) => !o && !t ? 0 : !o && t ? 101 : t / o * 100, f = (o, t) => {
+  const r = {
+    background: t.palette.success.main,
+    description: o <= 100 ? t.palette.text.secondary : t.palette.error.main,
+    text: t.palette.common.white,
+    mercury: t.palette.success.lighter
+  };
+  return o > 100 ? (r.background = t.palette.error.main, r.mercury = t.palette.error.lighter) : o > 80 && (r.background = t.palette.warning.main, r.text = t.palette.grey[900], r.mercury = t.palette.warning.lighter), r;
+}, _o = () => {
+  const { detailedBudgets: o } = y();
+  return o.map((r) => {
+    const i = r.transaction_total;
+    return r.amount - i;
+  }).reduce((r, i) => r + i, 0);
+}, Bo = (o, t, r, i) => {
+  const s = [];
+  for (const p of o) {
+    const m = _(t, p.category_guid);
+    if (!m) continue;
+    const e = m.totalAmount, n = d(p.amount, e), u = p.amount - e;
+    s.push({
+      ...p,
+      budgetColors: f(n, i),
+      category: m,
+      description: c(
+        u < 0 ? r.budget_remaining_over : r.budget_remaining_left,
+        g(Math.abs(u), "0,0")
+      ),
+      percentage: n,
+      subBudgets: [],
+      transaction_total: e
+    });
+  }
+  for (const p of o) {
+    const m = B(t, p.category_guid);
+    if (!m) continue;
+    const e = m.currentAmount, n = s.find((b) => b.category_guid === m.parent_guid);
+    if (!n) continue;
+    const u = p.amount - e, a = d(p.amount, e);
+    n && n.subBudgets.push({
+      ...p,
+      budgetColors: f(a, i),
+      category: m,
+      description: c(
+        u < 0 ? r.budget_remaining_over : r.budget_remaining_left,
+        g(Math.abs(u), "0,0")
+      ),
+      percentage: a,
+      subBudgets: [],
+      transaction_total: e
+    });
+  }
+  return s;
+}, l = (o, t) => o.find((r) => r.guid === t), yo = (o, t, r) => {
+  const i = l(o, r);
+  if (i)
+    return l(i.subBudgets, t);
+};
+export {
+  Bo as augmentBudgets,
+  l as findBudget,
+  yo as findSubBudget,
+  f as getBudgetColors,
+  d as getBudgetPercentage,
+  _o as useGetBudgetDifference
+};
+//# sourceMappingURL=BudgetUtil.js.map

package/dist/budgets/utils/BudgetUtil.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"BudgetUtil.js","sources":["../../../src/budgets/utils/BudgetUtil.ts"],"sourcesContent":["import type { Theme } from '@mui/system'\n\nimport {\n  type Budget,\n  type BudgetColors,\n  type BudgetsCopy,\n  type DetailedCategory,\n  type DetailedBudget,\n  buildDynamicCopy,\n  formatCurrency,\n  getDetailedCategory,\n  getDetailedSubCategory,\n  useBudgetsStore,\n} from '../../common'\n\nexport const getBudgetPercentage = (budgetAmount: number, totalAmount: number) => {\n  // No budget amount and nothing spent results in zero percent and green bubble\n  if (!budgetAmount && !totalAmount) {\n    return 0\n  }\n\n  // No budget amount and money spent results in 101 percent and red bubble\n  if (!budgetAmount && totalAmount) {\n    return 101\n  }\n\n  // Budget amount and money spent results in calculating percentage for color\n  return (totalAmount / budgetAmount) * 100\n}\n\nexport const getBudgetColors = (percentage: number, theme: Theme) => {\n  const budgetColors: BudgetColors = {\n    background: theme.palette.success.main,\n    description: percentage <= 100 ? theme.palette.text.secondary : theme.palette.error.main,\n    text: theme.palette.common.white,\n    mercury: theme.palette.success.lighter,\n  }\n\n  if (percentage > 100) {\n    budgetColors.background = theme.palette.error.main\n    budgetColors.mercury = theme.palette.error.lighter\n  } else if (percentage > 80) {\n    budgetColors.background = theme.palette.warning.main\n    budgetColors.text = theme.palette.grey['900']\n    budgetColors.mercury = theme.palette.warning.lighter\n  }\n\n  return budgetColors\n}\n\nexport const useGetBudgetDifference = () => {\n  const { detailedBudgets: budgets } = useBudgetsStore()\n\n  const differences = budgets.map((budget) => {\n    const currentAmount = budget.transaction_total\n    const totalAmount = budget.amount\n    return totalAmount - currentAmount\n  })\n\n  return differences.reduce((total, difference) => total + difference, 0)\n}\n\nexport const augmentBudgets = (\n  budgets: Budget[],\n  categories: DetailedCategory[],\n  copy: BudgetsCopy,\n  theme: Theme,\n): DetailedBudget[] => {\n  const detailedBudgets = [] as DetailedBudget[]\n\n  // Top-level Categories\n  for (const budget of budgets) {\n    const category = getDetailedCategory(categories, budget.category_guid)\n    if (!category) continue\n\n    const spent = category.totalAmount\n\n    const percentage = getBudgetPercentage(budget.amount, spent)\n    const difference = budget.amount - spent\n\n    detailedBudgets.push({\n      ...budget,\n      budgetColors: getBudgetColors(percentage, theme),\n      category,\n      description: buildDynamicCopy(\n        difference < 0 ? copy.budget_remaining_over : copy.budget_remaining_left,\n        formatCurrency(Math.abs(difference), '0,0'),\n      ) as string,\n      percentage,\n      subBudgets: [],\n      transaction_total: spent,\n    })\n  }\n\n  // Sub categories\n  for (const budget of budgets) {\n    const category = getDetailedSubCategory(categories, budget.category_guid)\n    if (!category) continue\n\n    const spent = category.currentAmount\n\n    const parentBudget = detailedBudgets.find((b) => b.category_guid === category.parent_guid)\n    if (!parentBudget) continue\n\n    const difference = budget.amount - spent\n    const percentage = getBudgetPercentage(budget.amount, spent)\n\n    if (parentBudget) {\n      parentBudget.subBudgets.push({\n        ...budget,\n        budgetColors: getBudgetColors(percentage, theme),\n        category,\n        description: buildDynamicCopy(\n          difference < 0 ? copy.budget_remaining_over : copy.budget_remaining_left,\n          formatCurrency(Math.abs(difference), '0,0'),\n        ) as string,\n        percentage,\n        subBudgets: [],\n        transaction_total: spent,\n      })\n    }\n  }\n\n  return detailedBudgets\n}\n\nexport const findBudget = (budgets: DetailedBudget[], guid: string): DetailedBudget | undefined => {\n  return budgets.find((budget) => budget.guid === guid)\n}\n\nexport const findSubBudget = (\n  budgets: DetailedBudget[],\n  guid: string,\n  parentGuid: string,\n): DetailedBudget | undefined => {\n  const parent = findBudget(budgets, parentGuid)\n  if (!parent) return undefined\n\n  return findBudget(parent.subBudgets, guid)\n}\n"],"names":["getBudgetPercentage","budgetAmount","totalAmount","getBudgetColors","percentage","theme","budgetColors","useGetBudgetDifference","budgets","useBudgetsStore","budget","currentAmount","total","difference","augmentBudgets","categories","copy","detailedBudgets","category","getDetailedCategory","spent","buildDynamicCopy","formatCurrency","getDetailedSubCategory","parentBudget","findBudget","guid","findSubBudget","parentGuid","parent"],"mappings":";;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;AAea,MAAAA,IAAsB,CAACC,GAAsBC,MAEpD,CAACD,KAAgB,CAACC,IACb,IAIL,CAACD,KAAgBC,IACZ,MAIDA,IAAcD,IAAgB,KAG3BE,IAAkB,CAACC,GAAoBC,MAAiB;AACnE,QAAMC,IAA6B;AAAA,IACjC,YAAYD,EAAM,QAAQ,QAAQ;AAAA,IAClC,aAAaD,KAAc,MAAMC,EAAM,QAAQ,KAAK,YAAYA,EAAM,QAAQ,MAAM;AAAA,IACpF,MAAMA,EAAM,QAAQ,OAAO;AAAA,IAC3B,SAASA,EAAM,QAAQ,QAAQ;AAAA,EAAA;AAGjC,SAAID,IAAa,OACFE,EAAA,aAAaD,EAAM,QAAQ,MAAM,MACjCC,EAAA,UAAUD,EAAM,QAAQ,MAAM,WAClCD,IAAa,OACTE,EAAA,aAAaD,EAAM,QAAQ,QAAQ,MAChDC,EAAa,OAAOD,EAAM,QAAQ,KAAK,GAAK,GAC/BC,EAAA,UAAUD,EAAM,QAAQ,QAAQ,UAGxCC;AACT,GAEaC,KAAyB,MAAM;AAC1C,QAAM,EAAE,iBAAiBC,EAAQ,IAAIC,EAAgB;AAQrD,SANoBD,EAAQ,IAAI,CAACE,MAAW;AAC1C,UAAMC,IAAgBD,EAAO;AAE7B,WADoBA,EAAO,SACNC;AAAA,EAAA,CACtB,EAEkB,OAAO,CAACC,GAAOC,MAAeD,IAAQC,GAAY,CAAC;AACxE,GAEaC,KAAiB,CAC5BN,GACAO,GACAC,GACAX,MACqB;AACrB,QAAMY,IAAkB,CAAA;AAGxB,aAAWP,KAAUF,GAAS;AAC5B,UAAMU,IAAWC,EAAoBJ,GAAYL,EAAO,aAAa;AACrE,QAAI,CAACQ,EAAU;AAEf,UAAME,IAAQF,EAAS,aAEjBd,IAAaJ,EAAoBU,EAAO,QAAQU,CAAK,GACrDP,IAAaH,EAAO,SAASU;AAEnC,IAAAH,EAAgB,KAAK;AAAA,MACnB,GAAGP;AAAA,MACH,cAAcP,EAAgBC,GAAYC,CAAK;AAAA,MAC/C,UAAAa;AAAA,MACA,aAAaG;AAAA,QACXR,IAAa,IAAIG,EAAK,wBAAwBA,EAAK;AAAA,QACnDM,EAAe,KAAK,IAAIT,CAAU,GAAG,KAAK;AAAA,MAC5C;AAAA,MACA,YAAAT;AAAA,MACA,YAAY,CAAC;AAAA,MACb,mBAAmBgB;AAAA,IAAA,CACpB;AAAA,EACH;AAGA,aAAWV,KAAUF,GAAS;AAC5B,UAAMU,IAAWK,EAAuBR,GAAYL,EAAO,aAAa;AACxE,QAAI,CAACQ,EAAU;AAEf,UAAME,IAAQF,EAAS,eAEjBM,IAAeP,EAAgB,KAAK,CAAC,MAAM,EAAE,kBAAkBC,EAAS,WAAW;AACzF,QAAI,CAACM,EAAc;AAEb,UAAAX,IAAaH,EAAO,SAASU,GAC7BhB,IAAaJ,EAAoBU,EAAO,QAAQU,CAAK;AAE3D,IAAII,KACFA,EAAa,WAAW,KAAK;AAAA,MAC3B,GAAGd;AAAA,MACH,cAAcP,EAAgBC,GAAYC,CAAK;AAAA,MAC/C,UAAAa;AAAA,MACA,aAAaG;AAAA,QACXR,IAAa,IAAIG,EAAK,wBAAwBA,EAAK;AAAA,QACnDM,EAAe,KAAK,IAAIT,CAAU,GAAG,KAAK;AAAA,MAC5C;AAAA,MACA,YAAAT;AAAA,MACA,YAAY,CAAC;AAAA,MACb,mBAAmBgB;AAAA,IAAA,CACpB;AAAA,EAEL;AAEO,SAAAH;AACT,GAEaQ,IAAa,CAACjB,GAA2BkB,MAC7ClB,EAAQ,KAAK,CAACE,MAAWA,EAAO,SAASgB,CAAI,GAGzCC,KAAgB,CAC3BnB,GACAkB,GACAE,MAC+B;AACzB,QAAAC,IAASJ,EAAWjB,GAASoB,CAAU;AACzC,MAACC;AAEE,WAAAJ,EAAWI,EAAO,YAAYH,CAAI;AAC3C;"}