@mx-cartographer/experiences 6.26.0 → 6.26.1-alpha.mega1

package/dist/AccountStore-DkL93tXL.mjs

@@ -0,0 +1,317 @@
+import { makeAutoObservable as d, runInAction as a } from "mobx";
+import "bowser";
+import "date-fns/getUnixTime";
+import "date-fns/intlFormat";
+import { ae as l, af as n, aS as s, aT as u, aU as _, aV as A, aW as g } from "./ConnectMiniWidget-CQWafYtQ.mjs";
+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 "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 "./Loader-CwdK8lfx.mjs";
+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 "@mui/x-charts/ChartsTooltip";
+import "@mui/material/Stack";
+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 "@mui/material/Card";
+import "@mui/material/CardContent";
+import "@mui/material/CardHeader";
+import "uuid";
+import "@mui/material/CircularProgress";
+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 "@mui/material/MenuItem";
+import "@mui/material/TextField";
+import "@mui/material/Switch";
+import "posthog-js";
+import "date-fns/differenceInDays";
+import "@mui/x-data-grid-pro";
+import "date-fns";
+import "@mui/material/Divider";
+import "@mui/material/List";
+import "date-fns/formatISO";
+import "date-fns/isAfter";
+import "date-fns/parseISO";
+import "date-fns/subQuarters";
+import "date-fns/lastDayOfMonth";
+import "date-fns/setDayOfYear";
+import "date-fns/addSeconds";
+import "date-fns/differenceInCalendarMonths";
+import "date-fns/getMonth";
+class p {
+  fetchInstance;
+  constructor(t, e) {
+    this.fetchInstance = new l(t, e);
+  }
+  createAccount = async (t) => this.fetchInstance.post(n.ACCOUNTS, t).then((e) => e.account).catch((e) => e);
+  deleteAccount = async (t) => this.fetchInstance.delete(`${n.ACCOUNTS}/${t}`).catch((e) => e);
+  getAccounts = async () => this.fetchInstance.get(n.ACCOUNTS).then((t) => t.accounts).catch((t) => t);
+  getInstitutions = async () => this.fetchInstance.get(n.INSTITUTIONS).then((t) => t).catch((t) => t);
+  getMembers = async () => this.fetchInstance.get(n.MEMBERS).then((t) => t.members).catch((t) => t);
+  getMonthlyAccountBalances = async (t) => this.fetchInstance.get(`${n.ACCOUNTS}/${t}/monthly_account_balances`).then((e) => e.monthly_account_balances).catch((e) => e);
+  mergeAccounts = async (t) => this.fetchInstance.put(`${n.ACCOUNTS}/merge`, { accounts: t }).then((e) => e).catch((e) => e);
+  refreshAllMembers = async () => this.fetchInstance.get(`${n.MEMBERS}/refresh_all`).then((t) => t).catch((t) => t);
+  updateAccount = async (t) => this.fetchInstance.put(`${n.ACCOUNTS}/${t.guid}`, t).then((e) => e.account).catch((e) => e);
+}
+class f {
+  isLoading = !1;
+  selectedAccount = {};
+  selectedMember = {};
+  constructor() {
+    d(this);
+  }
+  setIsLoading = (t) => this.isLoading = t;
+  setSelectedAccount = (t) => this.selectedAccount = t;
+  setSelectedMember = (t) => this.selectedMember = t;
+}
+class te {
+  globalStore;
+  api = new p("/", "");
+  accounts = [];
+  institutions = [];
+  members = [];
+  uiStore;
+  constructor(t) {
+    this.globalStore = t, this.uiStore = new f(), this.api = new p(t.endpoint, t.sessionToken), d(this);
+  }
+  loadAccountData = async ({
+    accounts: t,
+    institutions: e
+  } = {}) => {
+    await Promise.all([this.loadAccounts(t), this.loadInstitutions(e)]);
+  };
+  get cashAccounts() {
+    return this.accounts.filter(
+      (t) => t.account_type === s.CASH || t.account_type === s.CHECKING || t.account_type === s.PREPAID || t.account_type === s.SAVINGS || t.account_type === s.CHECKING_LINE_OF_CREDIT
+    );
+  }
+  get cashBalance() {
+    return this.cashAccounts.reduce((t, e) => t + (e?.balance || 0), 0);
+  }
+  get checkingAccounts() {
+    return this.accounts.filter((t) => t.account_type === s.CHECKING);
+  }
+  get debtAccounts() {
+    return this.accounts.filter(
+      (t) => t.account_type === s.CREDIT_CARD || t.account_type === s.LOAN || t.account_type === s.MORTGAGE || t.account_type === s.LINE_OF_CREDIT || t.account_type === s.CHECKING_LINE_OF_CREDIT
+    );
+  }
+  get finstrongAccounts() {
+    const t = /* @__PURE__ */ new Set([
+      s.CHECKING,
+      s.SAVINGS,
+      s.CREDIT_CARD,
+      s.INVESTMENT
+    ]);
+    return this.accounts.filter((e) => t.has(e.account_type));
+  }
+  get investmentAccounts() {
+    return this.accounts.filter(
+      (t) => t.account_type === s.INVESTMENT
+    );
+  }
+  get savingsAccounts() {
+    return this.accounts.filter((t) => t.account_type === s.SAVINGS);
+  }
+  get visibleAccounts() {
+    return this.accounts.filter((t) => !t.is_hidden);
+  }
+  get visibleCashAccounts() {
+    return this.cashAccounts.filter((t) => !t.is_hidden);
+  }
+  get visibleCashBalance() {
+    return this.visibleCashAccounts.reduce((t, e) => t + (e?.balance || 0), 0);
+  }
+  get visibleCheckingAccounts() {
+    return this.checkingAccounts.filter((t) => !t.is_hidden);
+  }
+  get visibleDebtAccounts() {
+    return this.debtAccounts.filter((t) => !t.is_hidden);
+  }
+  get visibleFinstrongAccounts() {
+    return this.finstrongAccounts.filter(
+      (t) => !(t.is_closed || t.is_deleted || t.is_hidden)
+    );
+  }
+  get visibleInvestmentAccounts() {
+    return this.investmentAccounts.filter((t) => !t.is_hidden);
+  }
+  get visibleSavingsAccounts() {
+    return this.savingsAccounts.filter((t) => !t.is_hidden);
+  }
+  addAccount = async (t) => {
+    try {
+      const e = await this.api.createAccount(t);
+      a(() => {
+        this.accounts = [...this.accounts, e];
+      });
+    } catch (e) {
+      console.error(`Error occurred while adding an account: ${e}`);
+    }
+  };
+  augmentAccounts = (t = this.accounts) => {
+    const e = [];
+    return t.forEach((c) => {
+      const r = this.members.findIndex(
+        (o) => o.guid === c.member_guid
+      );
+      if (r > -1) {
+        let o = u.Connected;
+        const i = this.members[r];
+        _.includes(i.connection_status) ? o = u.Error : A.includes(i.connection_status) ? o = u.Processing : g.includes(i.connection_status) && (o = u.RequiresMfa);
+        let m = c.user_name || c.feed_name || "";
+        c.account_number && (m = `${m} *${c.account_number}`), e.push({
+          ...c,
+          institutionName: m,
+          memberName: i.name,
+          connectionStatus: o
+        }), this.members[r].connectionStatus = o;
+      }
+    }), e;
+  };
+  loadAccounts = async (t) => {
+    await this.loadMembers();
+    try {
+      const e = t || await this.api.getAccounts();
+      a(() => {
+        this.accounts = this.sortAccounts(this.augmentAccounts(e));
+      });
+    } catch (e) {
+      console.error(`Error occurred while loading accounts: ${e}`);
+    }
+  };
+  loadInstitutions = async (t) => {
+    try {
+      const e = t || await this.api.getInstitutions();
+      a(() => {
+        this.institutions = e;
+      });
+    } catch (e) {
+      console.error(`Error occurred while loading institutions: ${e}`);
+    }
+  };
+  loadMembers = async () => {
+    try {
+      const t = await this.api.getMembers();
+      a(() => {
+        this.members = t;
+      });
+    } catch (t) {
+      console.error(`Error occurred while loading members: ${t}`);
+    }
+  };
+  mergeAccounts = async (t) => {
+    try {
+      const e = await this.api.mergeAccounts(t), c = e[Object.keys(e)[0]];
+      a(() => {
+        const r = this.accounts.findIndex((i) => i.guid === t[1]);
+        this.accounts.splice(r, 1);
+        const o = this.accounts.findIndex((i) => i.guid === t[0]);
+        this.accounts.splice(o, 1, c);
+      });
+    } catch (e) {
+      console.error(`Error occurred while merging accounts: ${e}`);
+    }
+  };
+  sortAccounts = (t = this.accounts) => t.sort((e, c) => e.account_type > c.account_type ? 1 : e.account_type < c.account_type ? -1 : (e.name || "") > (c.name || "") ? 1 : (e.name || "") < (c.name || "") ? -1 : 0);
+  refreshAccounts = async () => {
+    this.uiStore.setIsLoading(!0), await Promise.all([this.loadAccounts(), this.loadInstitutions()]), this.uiStore.setIsLoading(!1);
+  };
+  refreshMembers = async () => {
+    try {
+      await this.api.refreshAllMembers(), await this.loadMembers();
+    } catch (t) {
+      console.error(`Error occurredwhile refreshing members: ${t}`);
+    }
+  };
+  removeAccount = async (t) => {
+    try {
+      await this.api.deleteAccount(t), a(() => {
+        const e = this.accounts.findIndex((c) => c.guid === t);
+        this.accounts.splice(e, 1);
+      });
+    } catch (e) {
+      console.error(`Error occurred while removing an account: ${e}`);
+    }
+  };
+  updateAccount = async (t) => {
+    try {
+      const e = await this.api.updateAccount(t);
+      a(() => {
+        const c = this.accounts.findIndex(
+          (r) => r.guid === e.guid
+        );
+        this.accounts.splice(c, 1, e), this.accounts = this.augmentAccounts(this.accounts);
+      });
+    } catch (e) {
+      console.error(`Error occurred while updating account: ${e}`);
+    }
+  };
+  updateAccountFiltering = async (t, e) => {
+    for (const c of t) {
+      const r = this.accounts.find((o) => o.guid === c);
+      if (r) {
+        r.is_excluded_from_accounts = e, r.is_excluded_from_budgets = e, r.is_excluded_from_cash_flow = e, r.is_excluded_from_debts = e, r.is_excluded_from_goals = e, r.is_excluded_from_investments = e, r.is_excluded_from_net_worth = e, r.is_excluded_from_spending = e, r.is_excluded_from_transactions = e, r.is_excluded_from_trends = e;
+        try {
+          this.updateAccount(r);
+        } catch (o) {
+          console.error(`Failed to update account ${c} (added):`, o);
+        }
+      }
+    }
+  };
+}
+export {
+  p as A,
+  te as a
+};
+//# sourceMappingURL=AccountStore-DkL93tXL.mjs.map

package/dist/AccountStore-DkL93tXL.mjs.map

@@ -0,0 +1 @@
+{"version":3,"file":"AccountStore-DkL93tXL.mjs","sources":["../src/accounts/api/AccountApi.ts","../src/accounts/stores/UiStore.ts","../src/accounts/stores/AccountStore.ts"],"sourcesContent":["import Fetch from '../../common/utils/Fetch'\n\nimport { ApiEndpoints } from '../../common/constants'\nimport type { Account } from '../../common'\n\nexport class AccountApi {\n  fetchInstance: Fetch\n\n  constructor(endpoint: string, token: string) {\n    this.fetchInstance = new Fetch(endpoint, token)\n  }\n\n  createAccount = async (account: Account) => {\n    return this.fetchInstance\n      .post(ApiEndpoints.ACCOUNTS, account)\n      .then((data) => data.account)\n      .catch((error) => error)\n  }\n\n  deleteAccount = async (accountGuid: string) => {\n    return this.fetchInstance\n      .delete(`${ApiEndpoints.ACCOUNTS}/${accountGuid}`)\n      .catch((error) => error)\n  }\n\n  getAccounts = async () => {\n    return this.fetchInstance\n      .get(ApiEndpoints.ACCOUNTS)\n      .then((data) => data.accounts)\n      .catch((error) => error)\n  }\n\n  getInstitutions = async () => {\n    return this.fetchInstance\n      .get(ApiEndpoints.INSTITUTIONS)\n      .then((data) => data)\n      .catch((error) => error)\n  }\n\n  getMembers = async () => {\n    return this.fetchInstance\n      .get(ApiEndpoints.MEMBERS)\n      .then((data) => data.members)\n      .catch((error) => error)\n  }\n\n  getMonthlyAccountBalances = async (guid: string) => {\n    return this.fetchInstance\n      .get(`${ApiEndpoints.ACCOUNTS}/${guid}/monthly_account_balances`)\n      .then((data) => data.monthly_account_balances)\n      .catch((error) => error)\n  }\n\n  mergeAccounts = async (accountGuids: string[]) => {\n    return this.fetchInstance\n      .put(`${ApiEndpoints.ACCOUNTS}/merge`, { accounts: accountGuids })\n      .then((data) => data)\n      .catch((error) => error)\n  }\n\n  refreshAllMembers = async () => {\n    return this.fetchInstance\n      .get(`${ApiEndpoints.MEMBERS}/refresh_all`)\n      .then((data) => data)\n      .catch((error) => error)\n  }\n\n  updateAccount = async (account: Account) => {\n    return this.fetchInstance\n      .put(`${ApiEndpoints.ACCOUNTS}/${account.guid}`, account)\n      .then((data) => data.account)\n      .catch((error) => error)\n  }\n}\n","import { makeAutoObservable } from 'mobx'\nimport { Account, Member } from '../../common'\n\nexport class UiStore {\n  isLoading = false\n\n  selectedAccount: Account = {} as Account\n  selectedMember: Member = {} as Member\n\n  constructor() {\n    makeAutoObservable(this)\n  }\n\n  setIsLoading = (isLoading: boolean) => (this.isLoading = isLoading)\n\n  setSelectedAccount = (account: Account) => (this.selectedAccount = account)\n  setSelectedMember = (member: Member) => (this.selectedMember = member)\n}\n","import { makeAutoObservable, runInAction } from 'mobx'\n\nimport {\n  AccountType,\n  ErrorStatuses,\n  MfaStatuses,\n  ConnectionStatus,\n  ProcessingStatuses,\n} from '../../common'\n\nimport type { Account, GlobalStore, Institution, Member } from '../../common'\n\nimport { AccountApi } from '../api/AccountApi'\nimport { UiStore } from './UiStore'\n\nexport class AccountStore {\n  globalStore: GlobalStore\n  api: AccountApi = new AccountApi('/', '')\n\n  accounts: Account[] = []\n  institutions: Institution[] = []\n  members: Member[] = []\n  uiStore: UiStore\n\n  constructor(globalStore: GlobalStore) {\n    this.globalStore = globalStore\n    this.uiStore = new UiStore()\n    this.api = new AccountApi(globalStore.endpoint, globalStore.sessionToken)\n\n    makeAutoObservable(this)\n  }\n\n  loadAccountData = async ({\n    accounts,\n    institutions,\n  }: {\n    accounts?: Account[]\n    institutions?: Institution[]\n  } = {}) => {\n    await Promise.all([this.loadAccounts(accounts), this.loadInstitutions(institutions)])\n  }\n\n  get cashAccounts(): Account[] {\n    return this.accounts.filter(\n      (account: Account) =>\n        account.account_type === AccountType.CASH ||\n        account.account_type === AccountType.CHECKING ||\n        account.account_type === AccountType.PREPAID ||\n        account.account_type === AccountType.SAVINGS ||\n        account.account_type === AccountType.CHECKING_LINE_OF_CREDIT,\n    )\n  }\n\n  get cashBalance(): number {\n    return this.cashAccounts.reduce((total, account) => total + (account?.balance || 0), 0)\n  }\n\n  get checkingAccounts(): Account[] {\n    return this.accounts.filter((a: Account) => a.account_type === AccountType.CHECKING)\n  }\n\n  get debtAccounts(): Account[] {\n    return this.accounts.filter(\n      (account: Account) =>\n        account.account_type === AccountType.CREDIT_CARD ||\n        account.account_type === AccountType.LOAN ||\n        account.account_type === AccountType.MORTGAGE ||\n        account.account_type === AccountType.LINE_OF_CREDIT ||\n        account.account_type === AccountType.CHECKING_LINE_OF_CREDIT,\n    )\n  }\n\n  get finstrongAccounts(): Account[] {\n    const eligibleTypes = new Set([\n      AccountType.CHECKING,\n      AccountType.SAVINGS,\n      AccountType.CREDIT_CARD,\n      AccountType.INVESTMENT,\n    ])\n\n    return this.accounts.filter((account) => eligibleTypes.has(account.account_type))\n  }\n\n  get investmentAccounts(): Account[] {\n    return this.accounts.filter(\n      (account: Account) => account.account_type === AccountType.INVESTMENT,\n    )\n  }\n\n  get savingsAccounts(): Account[] {\n    return this.accounts.filter((a: Account) => a.account_type === AccountType.SAVINGS)\n  }\n\n  get visibleAccounts(): Account[] {\n    return this.accounts.filter((a: Account) => !a.is_hidden)\n  }\n\n  get visibleCashAccounts(): Account[] {\n    return this.cashAccounts.filter((account: Account) => !account.is_hidden)\n  }\n\n  get visibleCashBalance(): number {\n    return this.visibleCashAccounts.reduce((total, account) => total + (account?.balance || 0), 0)\n  }\n\n  get visibleCheckingAccounts(): Account[] {\n    return this.checkingAccounts.filter((account: Account) => !account.is_hidden)\n  }\n\n  get visibleDebtAccounts(): Account[] {\n    return this.debtAccounts.filter((account: Account) => !account.is_hidden)\n  }\n\n  get visibleFinstrongAccounts(): Account[] {\n    return this.finstrongAccounts.filter(\n      (account: Account) => !(account.is_closed || account.is_deleted || account.is_hidden),\n    )\n  }\n\n  get visibleInvestmentAccounts(): Account[] {\n    return this.investmentAccounts.filter((account: Account) => !account.is_hidden)\n  }\n\n  get visibleSavingsAccounts(): Account[] {\n    return this.savingsAccounts.filter((account: Account) => !account.is_hidden)\n  }\n\n  addAccount = async (account: Account) => {\n    try {\n      const newAccount = await this.api.createAccount(account)\n\n      runInAction(() => {\n        this.accounts = [...this.accounts, newAccount]\n      })\n    } catch (error) {\n      console.error(`Error occurred while adding an account: ${error}`)\n    }\n  }\n\n  augmentAccounts = (accounts: Account[] = this.accounts) => {\n    const augmentedAccounts: Account[] = []\n\n    accounts.forEach((account: Account) => {\n      const memberLocation = this.members.findIndex(\n        (member: Member) => member.guid === account.member_guid,\n      )\n      if (memberLocation > -1) {\n        let connectionStatus = ConnectionStatus.Connected\n        const member = this.members[memberLocation]\n        if (ErrorStatuses.includes(member.connection_status)) {\n          connectionStatus = ConnectionStatus.Error\n        } else if (ProcessingStatuses.includes(member.connection_status)) {\n          connectionStatus = ConnectionStatus.Processing\n        } else if (MfaStatuses.includes(member.connection_status)) {\n          connectionStatus = ConnectionStatus.RequiresMfa\n        }\n\n        let institutionName = account.user_name || account.feed_name || ''\n        if (account.account_number) {\n          institutionName = `${institutionName} *${account.account_number}`\n        }\n\n        augmentedAccounts.push({\n          ...account,\n          institutionName,\n          memberName: member.name,\n          connectionStatus,\n        })\n\n        this.members[memberLocation].connectionStatus = connectionStatus\n      }\n    })\n\n    return augmentedAccounts\n  }\n\n  loadAccounts = async (accountsOverride?: Account[]) => {\n    await this.loadMembers()\n\n    try {\n      const accounts = accountsOverride || (await this.api.getAccounts())\n\n      runInAction(() => {\n        this.accounts = this.sortAccounts(this.augmentAccounts(accounts))\n      })\n    } catch (error) {\n      console.error(`Error occurred while loading accounts: ${error}`)\n    }\n  }\n\n  loadInstitutions = async (institutionsOverride?: Institution[]) => {\n    try {\n      const institutions = institutionsOverride || (await this.api.getInstitutions())\n\n      runInAction(() => {\n        this.institutions = institutions\n      })\n    } catch (error) {\n      console.error(`Error occurred while loading institutions: ${error}`)\n    }\n  }\n\n  loadMembers = async () => {\n    try {\n      const members = await this.api.getMembers()\n\n      runInAction(() => {\n        this.members = members\n      })\n    } catch (error) {\n      console.error(`Error occurred while loading members: ${error}`)\n    }\n  }\n\n  mergeAccounts = async (accountGuids: string[]) => {\n    try {\n      const response = await this.api.mergeAccounts(accountGuids)\n      // the response from the api is a funky database key here, so this is essentially just getting the first item in the returned object\n      // to prevent making multiple api calls here\n      const mergedAccount = response[Object.keys(response)[0]]\n\n      runInAction(() => {\n        const account2Index = this.accounts.findIndex((account) => account.guid === accountGuids[1])\n        this.accounts.splice(account2Index, 1)\n\n        const account1Index = this.accounts.findIndex((account) => account.guid === accountGuids[0])\n        this.accounts.splice(account1Index, 1, mergedAccount)\n      })\n    } catch (error) {\n      console.error(`Error occurred while merging accounts: ${error}`)\n    }\n  }\n\n  sortAccounts = (accounts: Account[] = this.accounts) => {\n    return accounts.sort((a: Account, b: Account) => {\n      // orders by account type descending (Checking -> Savings -> Credit card)\n      if (a.account_type > b.account_type) return 1\n      if (a.account_type < b.account_type) return -1\n      // orders by name (Emergency Savings -> Health Savings -> Rainy Day Savings)\n      if ((a.name || '') > (b.name || '')) return 1\n      if ((a.name || '') < (b.name || '')) return -1\n      return 0\n    })\n  }\n\n  refreshAccounts = async () => {\n    this.uiStore.setIsLoading(true)\n    await Promise.all([this.loadAccounts(), this.loadInstitutions()])\n    this.uiStore.setIsLoading(false)\n  }\n\n  refreshMembers = async () => {\n    try {\n      await this.api.refreshAllMembers()\n      await this.loadMembers()\n    } catch (error) {\n      console.error(`Error occurredwhile refreshing members: ${error}`)\n    }\n  }\n\n  removeAccount = async (accountGuid: string) => {\n    try {\n      await this.api.deleteAccount(accountGuid)\n\n      runInAction(() => {\n        const deletedIndex = this.accounts.findIndex((account) => account.guid === accountGuid)\n        this.accounts.splice(deletedIndex, 1)\n      })\n    } catch (error) {\n      console.error(`Error occurred while removing an account: ${error}`)\n    }\n  }\n\n  updateAccount = async (account: Account) => {\n    try {\n      const updatedAccount = await this.api.updateAccount(account)\n\n      runInAction(() => {\n        const updatedAccountIndex = this.accounts.findIndex(\n          (account) => account.guid === updatedAccount.guid,\n        )\n\n        this.accounts.splice(updatedAccountIndex, 1, updatedAccount)\n\n        this.accounts = this.augmentAccounts(this.accounts)\n      })\n    } catch (error) {\n      console.error(`Error occurred while updating account: ${error}`)\n    }\n  }\n\n  updateAccountFiltering = async (guids: string[], isExcluded: boolean) => {\n    for (const guid of guids) {\n      const account = this.accounts.find((acc) => acc.guid === guid)\n\n      if (account) {\n        account.is_excluded_from_accounts = isExcluded\n        account.is_excluded_from_budgets = isExcluded\n        account.is_excluded_from_cash_flow = isExcluded\n        account.is_excluded_from_debts = isExcluded\n        account.is_excluded_from_goals = isExcluded\n        account.is_excluded_from_investments = isExcluded\n        account.is_excluded_from_net_worth = isExcluded\n        account.is_excluded_from_spending = isExcluded\n        account.is_excluded_from_transactions = isExcluded\n        account.is_excluded_from_trends = isExcluded\n\n        try {\n          this.updateAccount(account)\n        } catch (error) {\n          console.error(`Failed to update account ${guid} (added):`, error)\n        }\n      }\n    }\n  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package/dist/BudgetUtil-CVqAdv-j.mjs

@@ -0,0 +1,187 @@
+import "bowser";
+import "date-fns/getUnixTime";
+import "date-fns/intlFormat";
+import "react";
+import "react/jsx-runtime";
+import "@mui/material/Button";
+import "@mxenabled/mxui";
+import "@mui/material/Tooltip";
+import "@mui/material/Box";
+import "@mui/material/IconButton";
+import { aK as g, aL as c, aM as d } from "./ConnectMiniWidget-CQWafYtQ.mjs";
+import { u as _ } from "./Loader-CwdK8lfx.mjs";
+import "@mui/material/styles/useTheme";
+import "@mui/material/useMediaQuery";
+import "@mxenabled/cssinjs";
+import "date-fns/addDays";
+import "date-fns/addMonths";
+import "date-fns/eachDayOfInterval";
+import "date-fns/eachWeekOfInterval";
+import "date-fns/endOfMonth";
+import "date-fns/format";
+import "date-fns/isBefore";
+import "date-fns/isSameMonth";
+import "date-fns/startOfMonth";
+import "date-fns/startOfToday";
+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 "@mui/material";
+import "@mui/x-charts/ChartsTooltip";
+import "@mui/material/Stack";
+import "date-fns/addYears";
+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 "@mui/material/Card";
+import "@mui/material/CardContent";
+import "@mui/material/CardHeader";
+import "uuid";
+import "numeral";
+import "@mui/material/CircularProgress";
+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 "@mui/material/MenuItem";
+import "@mui/material/TextField";
+import "@mui/material/Switch";
+import "mobx";
+import "posthog-js";
+import "date-fns/differenceInDays";
+import "@mui/x-data-grid-pro";
+import "date-fns";
+import "@mui/material/Divider";
+import "@mui/material/List";
+import "date-fns/fromUnixTime";
+import "date-fns/formatISO";
+import "date-fns/isAfter";
+import "date-fns/addQuarters";
+import "date-fns/nextDay";
+import "date-fns/parseISO";
+import "date-fns/setDate";
+import "date-fns/subQuarters";
+import "date-fns/lastDayOfMonth";
+import "date-fns/setDayOfYear";
+import "date-fns/addWeeks";
+import "date-fns/getDay";
+import "date-fns/addSeconds";
+import "date-fns/differenceInCalendarMonths";
+import "date-fns/getMonth";
+const f = (o, r) => o.find((t) => t.guid === r), B = (o, r) => o.find((t) => t.guid === r), T = (o, r) => {
+  const t = o.find((i) => i.subCategories.find((n) => n.guid === r));
+  if (t)
+    return t.subCategories.find((i) => i.guid === r);
+}, ir = (o, r) => {
+  const t = [];
+  for (const i of r) {
+    const n = f(o, i.category_guid);
+    if (!n) continue;
+    const e = n.parent_guid ?? n.guid, a = f(o, e);
+    if (!a) continue;
+    const p = {
+      amount: i.total,
+      category: n,
+      guid: n.guid,
+      subCategoryTotals: []
+    }, m = t.find((s) => s.guid === e);
+    m ? (m.amount += i.total, m.subCategoryTotals.push(p)) : t.push({
+      amount: i.total,
+      category: a,
+      guid: e,
+      subCategoryTotals: [p]
+    });
+  }
+  return t;
+}, er = (o, r) => {
+  const t = o.find((i) => i.guid === r);
+  return t ? t.guid === g.INCOME || t.parent_guid === g.INCOME : !1;
+}, l = (o, r) => !o && !r ? 0 : !o && r ? 101 : r / o * 100, y = (o, r) => {
+  const t = {
+    background: r.palette.success.main,
+    description: o <= 100 ? r.palette.text.secondary : r.palette.error.main,
+    text: r.palette.common.white,
+    mercury: r.palette.success.lighter
+  };
+  return o > 100 ? (t.background = r.palette.error.main, t.mercury = r.palette.error.lighter) : o > 80 && (t.background = r.palette.warning.main, t.text = r.palette.grey[900], t.mercury = r.palette.warning.lighter), t;
+}, nr = () => {
+  const { detailedBudgets: o } = _();
+  return o.map((t) => {
+    const i = t.transaction_total;
+    return t.amount - i;
+  }).reduce((t, i) => t + i, 0);
+}, ar = (o, r, t, i) => {
+  const n = [];
+  for (const e of o) {
+    const a = B(r, e.category_guid);
+    if (!a) continue;
+    const p = a.totalAmount, m = l(e.amount, p), s = e.amount - p;
+    n.push({
+      ...e,
+      budgetColors: y(m, i),
+      category: a,
+      description: c(
+        s < 0 ? t.budget_remaining_over : t.budget_remaining_left,
+        d(Math.abs(s), "0,0")
+      ),
+      percentage: m,
+      subBudgets: [],
+      transaction_total: p
+    });
+  }
+  for (const e of o) {
+    const a = T(r, e.category_guid);
+    if (!a) continue;
+    const p = a.currentAmount, m = n.find((C) => C.category_guid === a.parent_guid);
+    if (!m) continue;
+    const s = e.amount - p, u = l(e.amount, p);
+    m && m.subBudgets.push({
+      ...e,
+      budgetColors: y(u, i),
+      category: a,
+      description: c(
+        s < 0 ? t.budget_remaining_over : t.budget_remaining_left,
+        d(Math.abs(s), "0,0")
+      ),
+      percentage: u,
+      subBudgets: [],
+      transaction_total: p
+    });
+  }
+  return n;
+}, b = (o, r) => o.find((t) => t.guid === r), pr = (o, r, t) => {
+  const i = b(o, t);
+  if (i)
+    return b(i.subBudgets, r);
+};
+export {
+  pr as a,
+  ar as b,
+  B as c,
+  T as d,
+  ir as e,
+  b as f,
+  f as g,
+  er as i,
+  nr as u
+};
+//# sourceMappingURL=BudgetUtil-CVqAdv-j.mjs.map

package/dist/BudgetUtil-CVqAdv-j.mjs.map

@@ -0,0 +1 @@
+{"version":3,"file":"BudgetUtil-CVqAdv-j.mjs","sources":["../src/common/utils/Categories.ts","../src/budgets/utils/BudgetUtil.ts"],"sourcesContent":["import type { Category, CategoryTotal, DateRangeCategoryTotals, DetailedCategory } from '../types'\nimport { CategoryGuids } from '../constants'\n\nexport const getCategory = (\n  categories: Category[],\n  categoryGuid: string | undefined,\n): Category | undefined => {\n  return categories.find((c) => c.guid === categoryGuid)\n}\n\nexport const getDetailedCategory = (\n  detailedCategories: DetailedCategory[],\n  guid: string | undefined,\n): DetailedCategory | undefined => {\n  return detailedCategories.find((dc) => dc.guid === guid)\n}\n\nexport const getDetailedSubCategory = (\n  detailedCategories: DetailedCategory[],\n  guid: string | undefined,\n): DetailedCategory | undefined => {\n  const parent = detailedCategories.find((dc) => dc.subCategories.find((sc) => sc.guid === guid))\n  if (!parent) return undefined\n\n  return parent.subCategories.find((sc) => sc.guid === guid)\n}\n\nexport const getCategoryTotalsByParent = (\n  categories: Category[],\n  dateRangeTotals: DateRangeCategoryTotals[],\n): CategoryTotal[] => {\n  const categoryTotals = [] as CategoryTotal[]\n\n  // Iterate over the category data from BE and roll up all categories into parent categories\n  // acc is the accumulated category totals of type CategoryTotal that is initialized as an empty []\n  // curr is the current DateRangeCategoryTotal\n\n  for (const dateRangeTotal of dateRangeTotals) {\n    const category = getCategory(categories, dateRangeTotal.category_guid)\n    if (!category) continue\n\n    const parentGuid = category.parent_guid ?? category.guid\n    const parentCategory = getCategory(categories, parentGuid)\n    if (!parentCategory) continue\n\n    const categoryTotal = {\n      amount: dateRangeTotal.total,\n      category,\n      guid: category.guid,\n      subCategoryTotals: [],\n    }\n\n    const parentCategoryTotal = categoryTotals.find((ct) => ct.guid === parentGuid)\n    if (parentCategoryTotal) {\n      parentCategoryTotal.amount += dateRangeTotal.total\n      parentCategoryTotal.subCategoryTotals.push(categoryTotal)\n    } else {\n      categoryTotals.push({\n        amount: dateRangeTotal.total,\n        category: parentCategory,\n        guid: parentGuid,\n        subCategoryTotals: [categoryTotal],\n      })\n    }\n  }\n\n  return categoryTotals\n}\n\nexport const isIncome = (categories: Category[], guid: string) => {\n  const category = categories.find((c) => c.guid === guid)\n  if (!category) return false\n\n  return category.guid === CategoryGuids.INCOME || category.parent_guid === CategoryGuids.INCOME\n}\n","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 - 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package/dist/CashflowStore-gPEEBiXo.mjs

@@ -0,0 +1,53 @@
+import { makeAutoObservable as o } from "mobx";
+import { addDays as r } from "date-fns/addDays";
+import { differenceInDays as n } from "date-fns/differenceInDays";
+import { endOfMonth as i } from "date-fns/endOfMonth";
+import { isBefore as a } from "date-fns/isBefore";
+import { startOfToday as t } from "date-fns/startOfToday";
+class c {
+  // Cashflow is hard-coded to display 30 days starting from today
+  dateRange = { start: t(), end: r(t(), 30) };
+  isDirty = !1;
+  nextIncome = void 0;
+  upcomingExpenses = [];
+  selectedCashAccounts = [];
+  constructor() {
+    o(this);
+  }
+  // Returns the number of days until the next income activity or 0 if there is no income activity
+  get daysUntilNextIncome() {
+    return this.nextIncome ? Math.abs(n(t(), this.nextIncome.expectedDate)) : 0;
+  }
+  // Returns the expenses (Activities) until the  next income activity or the end of the month
+  // if there is no income activity
+  get expensesTilNextIncome() {
+    return this.upcomingExpenses.filter(
+      (e) => a(e.expectedDate, this.nextIncome?.expectedDate || i(/* @__PURE__ */ new Date()))
+    );
+  }
+  setNextIncome = (e) => {
+    this.nextIncome = e;
+  };
+  setUpcomingExpenses = (e) => {
+    this.upcomingExpenses = e;
+  };
+  setSelectedCashAccounts = (e) => this.selectedCashAccounts = e;
+}
+class f {
+  globalStore;
+  uiStore;
+  constructor(e) {
+    this.globalStore = e, this.uiStore = new c(), o(this);
+  }
+  completeOnboarding = async () => {
+    const e = {
+      ...this.globalStore.userStore.userProfile,
+      has_completed_cash_flow_onboarding: !0
+    };
+    await this.globalStore.userStore.updateUserProfile(e);
+  };
+}
+export {
+  f as C
+};
+//# sourceMappingURL=CashflowStore-gPEEBiXo.mjs.map

package/dist/CashflowStore-gPEEBiXo.mjs.map

@@ -0,0 +1 @@
+{"version":3,"file":"CashflowStore-gPEEBiXo.mjs","sources":["../src/cashflow/stores/UiStore.ts","../src/cashflow/stores/CashflowStore.ts"],"sourcesContent":["import { makeAutoObservable } from 'mobx'\nimport { addDays } from 'date-fns/addDays'\nimport { differenceInDays } from 'date-fns/differenceInDays'\nimport { endOfMonth } from 'date-fns/endOfMonth'\nimport { isBefore } from 'date-fns/isBefore'\nimport { startOfToday } from 'date-fns/startOfToday'\n\nimport { type Account, type Recurrence } from '../../common'\n\nexport class UiStore {\n  // Cashflow is hard-coded to display 30 days starting from today\n  dateRange = { start: startOfToday(), end: addDays(startOfToday(), 30) }\n  isDirty = false\n\n  nextIncome: Recurrence | undefined = undefined\n  upcomingExpenses: Recurrence[] = []\n\n  selectedCashAccounts: Account[] = []\n\n  constructor() {\n    makeAutoObservable(this)\n  }\n\n  // Returns the number of days until the next income activity or 0 if there is no income activity\n  get daysUntilNextIncome() {\n    return this.nextIncome\n      ? Math.abs(differenceInDays(startOfToday(), this.nextIncome.expectedDate))\n      : 0\n  }\n\n  // Returns the expenses (Activities) until the  next income activity or the end of the month\n  // if there is no income activity\n  get expensesTilNextIncome() {\n    return this.upcomingExpenses.filter((a) =>\n      isBefore(a.expectedDate, this.nextIncome?.expectedDate || endOfMonth(new Date())),\n    )\n  }\n\n  setNextIncome = (nextIncome: Recurrence) => {\n    this.nextIncome = nextIncome\n  }\n\n  setUpcomingExpenses = (expenses: Recurrence[]) => {\n    this.upcomingExpenses = expenses\n  }\n\n  setSelectedCashAccounts = (accounts: Account[]) => (this.selectedCashAccounts = accounts)\n}\n","import { makeAutoObservable } from 'mobx'\n\nimport { GlobalStore, type UserProfile } from '../../common'\n\nimport { UiStore } from './UiStore'\n\nexport class CashflowStore {\n  globalStore: GlobalStore\n  uiStore: UiStore\n\n  constructor(globalStore: GlobalStore) {\n    this.globalStore = globalStore\n    this.uiStore = new UiStore()\n\n    makeAutoObservable(this)\n  }\n\n  completeOnboarding = async () => {\n    const updatedUserProfile = {\n      ...this.globalStore.userStore.userProfile,\n      has_completed_cash_flow_onboarding: true,\n    } as UserProfile\n\n    await this.globalStore.userStore.updateUserProfile(updatedUserProfile)\n  }\n}\n"],"names":["UiStore","startOfToday","addDays","makeAutoObservable","differenceInDays","a","isBefore","endOfMonth","nextIncome","expenses","accounts","CashflowStore","globalStore","updatedUserProfile"],"mappings":";;;;;;AASO,MAAMA,EAAQ;AAAA;AAAA,EAEnB,YAAY,EAAE,OAAOC,KAAgB,KAAKC,EAAQD,EAAA,GAAgB,EAAE;EACpE,UAAU;AAAA,EAEV,aAAqC;AAAA,EACrC,mBAAiC,CAAA;AAAA,EAEjC,uBAAkC,CAAA;AAAA,EAElC,cAAc;AACZ,IAAAE,EAAmB,IAAI;AAAA,EACzB;AAAA;AAAA,EAGA,IAAI,sBAAsB;AACjB,WAAA,KAAK,aACR,KAAK,IAAIC,EAAiBH,EAAa,GAAG,KAAK,WAAW,YAAY,CAAC,IACvE;AAAA,EACN;AAAA;AAAA;AAAA,EAIA,IAAI,wBAAwB;AAC1B,WAAO,KAAK,iBAAiB;AAAA,MAAO,CAACI,MACnCC,EAASD,EAAE,cAAc,KAAK,YAAY,gBAAgBE,EAAW,oBAAI,KAAM,CAAA,CAAC;AAAA,IAAA;AAAA,EAEpF;AAAA,EAEA,gBAAgB,CAACC,MAA2B;AAC1C,SAAK,aAAaA;AAAA,EAAA;AAAA,EAGpB,sBAAsB,CAACC,MAA2B;AAChD,SAAK,mBAAmBA;AAAA,EAAA;AAAA,EAG1B,0BAA0B,CAACC,MAAyB,KAAK,uBAAuBA;AAClF;ACzCO,MAAMC,EAAc;AAAA,EACzB;AAAA,EACA;AAAA,EAEA,YAAYC,GAA0B;AACpC,SAAK,cAAcA,GACd,KAAA,UAAU,IAAIZ,KAEnBG,EAAmB,IAAI;AAAA,EACzB;AAAA,EAEA,qBAAqB,YAAY;AAC/B,UAAMU,IAAqB;AAAA,MACzB,GAAG,KAAK,YAAY,UAAU;AAAA,MAC9B,oCAAoC;AAAA,IAAA;AAGtC,UAAM,KAAK,YAAY,UAAU,kBAAkBA,CAAkB;AAAA,EAAA;AAEzE;"}