@mx-cartographer/experiences 7.2.0 → 7.2.1

package/CHANGELOG.md

@@ -1,3 +1,7 @@
+## [7.1.6] - 11-12-2025
+
+- **FIXED** - Account balance updates when manual transaction is created
+
 ## [7.1.5] - 11-10-2025
 
 - **UPDATED** - View All link in Micro Insights to match the other experiences repo

package/dist/{AccountStore-BL0FE1QL.mjs → AccountStore-DeAQv-kI.mjs}

@@ -223,6 +223,12 @@ class T {
       console.error(`Error occurred while updating account: ${e}`);
     }
   };
+  updateAccountBalance = (t, e) => {
+    const n = this.accounts.find((s) => s.guid === t);
+    n && a(() => {
+      n.balance = (n.balance || 0) + e;
+    });
+  };
   updateAccountFiltering = async (t, e) => {
     for (const n of t) {
       const s = this.accounts.find((r) => r.guid === n);

package/dist/{TransactionStore-B-Tq_YFE.mjs → TransactionStore-DUVfWzsI.mjs}

@@ -1,19 +1,19 @@
 import { jsx as C } from "react/jsx-runtime";
-import H from "@mui/material/Box";
-import P from "@mui/material/FormControlLabel";
-import U from "@mui/material/Radio";
-import K from "@mui/material/styles/useTheme";
-import V from "@mui/material/Tooltip";
+import P from "@mui/material/Box";
+import U from "@mui/material/FormControlLabel";
+import K from "@mui/material/Radio";
+import V from "@mui/material/styles/useTheme";
+import v from "@mui/material/Tooltip";
 import { makeAutoObservable as y, runInAction as d } from "mobx";
 import { endOfToday as D } from "date-fns/endOfToday";
-import { formatISO as v } from "date-fns/formatISO";
-import { fromUnixTime as u } from "date-fns/fromUnixTime";
-import { getUnixTime as h } from "date-fns/getUnixTime";
-import { isBefore as B } from "date-fns/isBefore";
+import { formatISO as B } from "date-fns/formatISO";
+import { fromUnixTime as h } from "date-fns/fromUnixTime";
+import { getUnixTime as u } from "date-fns/getUnixTime";
+import { isBefore as Y } from "date-fns/isBefore";
 import { startOfMonth as R } from "date-fns/startOfMonth";
-import { startOfToday as G } from "date-fns/startOfToday";
-import { subDays as Y } from "date-fns/subDays";
-import { O as n, a as b, T as F } from "./User-DaJAQ09j.mjs";
+import { startOfToday as b } from "date-fns/startOfToday";
+import { subDays as F } from "date-fns/subDays";
+import { O as n, a as G, T as w } from "./User-DaJAQ09j.mjs";
 import { T as p } from "./TransactionApi-B3Tksf7L.mjs";
 import { b as W } from "./Category-CevNQ03n.mjs";
 import { f as z } from "./exportTransactionsToCSV-D8TTNrrE.mjs";
@@ -22,30 +22,30 @@ import { f as g, D as O, O as $ } from "./Dialog-CWW597AF.mjs";
 import { endOfMonth as X } from "date-fns/endOfMonth";
 import { B as f } from "./BeatApi-DhJpgCLz.mjs";
 const j = ({
-  checked: N = !1,
+  checked: S = !1,
   label: t,
   sx: a = {},
   tooltip: e = "",
-  value: A
+  value: c
 }) => {
-  const _ = K(), i = _.palette.mode === "light" ? _.palette.grey[400] : _.palette.grey[700], c = N ? _.palette.action.active : i;
+  const _ = V(), i = _.palette.mode === "light" ? _.palette.grey[400] : _.palette.grey[700], A = S ? _.palette.action.active : i;
   return /* @__PURE__ */ C(
-    H,
+    P,
     {
       bgcolor: "background.paper",
-      border: `${N ? 3 : 1}px solid`,
-      borderColor: c,
+      border: `${S ? 3 : 1}px solid`,
+      borderColor: A,
       borderRadius: 2,
       mt: -2,
       mx: 8,
       pr: 8,
       py: 4,
       sx: { "&:hover": { borderColor: _.palette.action.active }, ...a },
-      children: /* @__PURE__ */ C(V, { title: e, children: /* @__PURE__ */ C(
-        P,
+      children: /* @__PURE__ */ C(v, { title: e, children: /* @__PURE__ */ C(
+        U,
         {
           control: /* @__PURE__ */ C(
-            U,
+            K,
             {
               disableRipple: !0,
               sx: { "&.Mui-checked": { color: _.palette.action.active } }
@@ -54,12 +54,12 @@ const j = ({
           label: t,
           labelPlacement: "start",
           sx: { ml: 0, pl: 8 },
-          value: A
+          value: c
         }
       ) })
     }
   );
-}, ft = j, w = {
+}, ft = j, x = {
   ASC: "ASC",
   DESC: "DESC",
   DIRECTION: {
@@ -322,73 +322,73 @@ const j = ({
     category: o.TRANSACTIONS_WIDGET,
     label: r.DELETE_TRANSACTION
   }
-}, Z = async (N, t) => !t || !m[N] ? null : t.sendAnalyticEvent(m[N]), L = {
+}, Z = async (S, t) => !t || !m[S] ? null : t.sendAnalyticEvent(m[S]), L = {
   FLAG: "flag",
   DATE: "date",
   PAYEE: "payee",
   CATEGORY: "category",
   ACCOUNT: "account",
   AMOUNT: "amount"
-}, q = (N, t, a, e = []) => {
-  const A = t.reduce((c, s) => ({ ...c, [s.guid]: s }), {}), _ = a.reduce((c, s) => ({ ...c, [s.guid]: s }), {}), i = e.reduce((c, s) => {
+}, q = (S, t, a, e = []) => {
+  const c = t.reduce((A, s) => ({ ...A, [s.guid]: s }), {}), _ = a.reduce((A, s) => ({ ...A, [s.guid]: s }), {}), i = e.reduce((A, s) => {
     const { transaction_guid: l, tag_guid: I } = s;
-    if (!c[l])
+    if (!A[l])
       return {
-        ...c,
+        ...A,
         [l]: [I]
       };
-    const E = [...c[l], I];
+    const E = [...A[l], I];
     return {
-      ...c,
+      ...A,
       [l]: E
     };
   }, {});
-  return N.map((c) => {
-    const s = A[c.account_guid], l = c.category_guid ? _[c.category_guid] : null, I = i[c.guid] ?? [];
+  return S.map((A) => {
+    const s = c[A.account_guid], l = A.category_guid ? _[A.category_guid] : null, I = i[A.guid] ?? [];
     return {
-      ...c,
+      ...A,
       account: s?.user_name || "Unknown",
       accountIsClosed: s?.is_closed,
       accountIsHidden: s?.is_hidden,
       category: l?.name || "Uncategorized",
-      isIncome: c.top_level_category_guid === W.INCOME,
-      isPending: c.feed_status === b.PENDING,
+      isIncome: A.top_level_category_guid === W.INCOME,
+      isPending: A.feed_status === G.PENDING,
       number: s?.account_number || "",
-      payee: c.description,
+      payee: A.description,
       tags: I
     };
   });
-}, J = "uncategorized", Q = (N, t, a, e, A, _) => {
-  const i = tt(N, A, _), c = at(i, a, e);
+}, J = "uncategorized", Q = (S, t, a, e, c, _) => {
+  const i = tt(S, c, _), A = at(i, a, e);
   return t.forEach((s) => {
-    const l = c.findIndex((E) => E.guid === s), I = _.filter((E) => E.parent_guid === s);
-    c.splice(l + 1, 0, ...I);
-  }), c;
-}, tt = (N, t, a) => {
+    const l = A.findIndex((E) => E.guid === s), I = _.filter((E) => E.parent_guid === s);
+    A.splice(l + 1, 0, ...I);
+  }), A;
+}, tt = (S, t, a) => {
   const {
     accounts: e = [],
-    dateRange: A = { start: R(G()), end: D() },
+    dateRange: c = { start: R(b()), end: D() },
     custom: _ = () => !0,
     searchTerm: i = "",
-    showSplits: c = !1
-  } = N;
-  return a.filter((s) => c ? !s.has_been_split : !s.parent_guid).filter((s) => !!e.find((l) => l === s.account_guid)).filter((s) => s.date >= h(A.start) && s.date <= h(A.end)).filter(_).filter((s) => {
+    showSplits: A = !1
+  } = S;
+  return a.filter((s) => A ? !s.has_been_split : !s.parent_guid).filter((s) => !!e.find((l) => l === s.account_guid)).filter((s) => s.date >= u(c.start) && s.date <= u(c.end)).filter(_).filter((s) => {
     if (i === J && s.has_been_split)
       return !1;
     if (/^spl/i.test(i) && (s.has_been_split || s.parent_guid))
       return !0;
     const I = s.tags.some(
-      (x) => S(i, t.find((M) => M.guid === x)?.name)
-    ), E = u(s.date);
-    return S(i, s.payee) || S(i, s.feed_description) || S(i, s.category) || S(i, g(E, O.MONTH)) || S(i, g(E, O.DAY)) || S(i, g(E, O.FULL_MONTH_DAY)) || S(i, g(E, O.MONTH_DAY_YEAR)) || S(i, k(E, $)) || S(i, s.account) || S(i, `${s.amount}`) || S(i, s.memo) || I;
+      (M) => N(i, t.find((H) => H.guid === M)?.name)
+    ), E = h(s.date);
+    return N(i, s.payee) || N(i, s.feed_description) || N(i, s.category) || N(i, g(E, O.MONTH)) || N(i, g(E, O.DAY)) || N(i, g(E, O.FULL_MONTH_DAY)) || N(i, g(E, O.MONTH_DAY_YEAR)) || N(i, k(E, $)) || N(i, s.account) || N(i, `${s.amount}`) || N(i, s.memo) || I;
   });
-}, at = (N, t, a) => [...N].sort((e, A) => {
-  const _ = t, i = (e[_] || "") > (A[_] || "");
-  let c = i ? -1 : 1, s = i ? 1 : -1;
-  return (t === L.DATE || t === L.AMOUNT) && (c = i ? 1 : -1, s = i ? -1 : 1), a === w.ASC ? c : s;
-}), S = (N, t) => {
-  const a = N.toLowerCase().split(" "), e = t?.toString().toLowerCase() ?? "";
-  return a.every((A) => e.indexOf(A) > -1);
+}, at = (S, t, a) => [...S].sort((e, c) => {
+  const _ = t, i = (e[_] || "") > (c[_] || "");
+  let A = i ? -1 : 1, s = i ? 1 : -1;
+  return (t === L.DATE || t === L.AMOUNT) && (A = i ? 1 : -1, s = i ? -1 : 1), a === x.ASC ? A : s;
+}), N = (S, t) => {
+  const a = S.toLowerCase().split(" "), e = t?.toString().toLowerCase() ?? "";
+  return a.every((c) => e.indexOf(c) > -1);
 }, et = {
   account_guid: "",
   amount: 0,
@@ -397,7 +397,7 @@ const j = ({
   description: "",
   duplicate: !1,
   feed_description: "",
-  feed_status: b.POSTED,
+  feed_status: G.POSTED,
   feed_transaction_date: 0,
   has_been_split: !1,
   has_been_viewed: !1,
@@ -410,7 +410,7 @@ const j = ({
   is_subscription: !1,
   is_void: !1,
   revision: 1,
-  transaction_type: F.DEBIT,
+  transaction_type: w.DEBIT,
   user_guid: "",
   is_duplicate: !1,
   feed_transacted_at: 0,
@@ -449,7 +449,7 @@ class it {
     this.height = t, this.width = a;
   };
   toggleSplit = (t) => {
-    const a = [...this.expandedSplits], e = this.expandedSplits.findIndex((A) => A === t);
+    const a = [...this.expandedSplits], e = this.expandedSplits.findIndex((c) => c === t);
     e >= 0 ? a.splice(e, 1) : a.push(t), this.expandedSplits = a;
   };
   clearExpandedSplits = () => {
@@ -465,12 +465,12 @@ class mt {
   api = new p("/", "");
   beatApi = new f("/", "");
   associatedBeats = [];
-  cachedStartDate = Y(G(), 90);
+  cachedStartDate = F(b(), 90);
   filter = {};
   isLoading = !0;
   rawTransactions = [];
   sortColumn = L.DATE;
-  sortDirection = w.DESC;
+  sortDirection = x.DESC;
   taggings = [];
   tags = [];
   transactionRules = [];
@@ -525,7 +525,7 @@ class mt {
   };
   addOrUpdateTransactionRule = async (t, a) => {
     const e = this.transactionRules.find(
-      (A) => A.guid === a.user_transaction_rule_guid
+      (c) => c.guid === a.user_transaction_rule_guid
     );
     e ? await this.api.updateTransactionRule({
       ...e,
@@ -539,7 +539,11 @@ class mt {
   };
   addTransaction = async (t) => {
     const a = await this.api.addTransaction(t);
-    a && d(() => this.rawTransactions = [a, ...this.transactions]);
+    if (a) {
+      d(() => this.rawTransactions = [a, ...this.transactions]);
+      const e = a.transaction_type === w.CREDIT ? a.amount : -a.amount;
+      this.globalStore.accountStore.updateAccountBalance(a.account_guid, e);
+    }
   };
   augmentTransactions = (t) => q(
     t,
@@ -549,8 +553,8 @@ class mt {
   );
   getTransactionData = () => ({});
   loadAssociatedBeats = async (t, a) => {
-    const e = t ? v(t, { representation: "date" }) : void 0, A = a ?? await this.beatApi.getBeatsWithAssociatedTransaction(e);
-    d(() => this.associatedBeats = A);
+    const e = t ? B(t, { representation: "date" }) : void 0, c = a ?? await this.beatApi.getBeatsWithAssociatedTransaction(e);
+    d(() => this.associatedBeats = c);
   };
   loadTags = async () => {
     const t = await this.api.getTags();
@@ -567,12 +571,12 @@ class mt {
   loadTransactions = async (t = this.cachedStartDate, a = D(), e) => {
     this.setIsLoading(!0), this.rawTransactions = [];
     try {
-      const A = e ?? await this.api.getTransactionsByDateRange(h(t), h(a));
+      const c = e ?? await this.api.getTransactionsByDateRange(u(t), u(a));
       d(() => {
-        this.rawTransactions = A;
+        this.rawTransactions = c;
       });
-    } catch (A) {
-      console.error(`Error occurred while loading transactions: ${A}`);
+    } catch (c) {
+      console.error(`Error occurred while loading transactions: ${c}`);
     }
     this.setIsLoading(!1);
   };
@@ -580,7 +584,7 @@ class mt {
   loadTransactionsByDateRange = async (t, a) => {
     console.warn("DEPRECATED: loadTransactionsByDateRange will be removed"), this.setFilter({
       ...this.filter,
-      dateRange: { start: u(a), end: u(t) }
+      dateRange: { start: h(a), end: h(t) }
     });
   };
   modifyTransactionByAccountGuid = (t, a) => {
@@ -603,7 +607,7 @@ class mt {
     }
   };
   setFilter = (t) => {
-    this.filter = t, t.dateRange && B(t.dateRange.start, this.cachedStartDate) && this.loadTransactions(t.dateRange.start, D()).then(() => {
+    this.filter = t, t.dateRange && Y(t.dateRange.start, this.cachedStartDate) && this.loadTransactions(t.dateRange.start, D()).then(() => {
       t.dateRange && (this.cachedStartDate = t.dateRange.start);
     });
   };
@@ -612,10 +616,10 @@ class mt {
     this.sortColumn = t, this.sortDirection = a;
   };
   splitTransaction = async (t, a) => {
-    const e = await this.api.updateTransaction(t), A = [];
+    const e = await this.api.updateTransaction(t), c = [];
     for (let i = 0; i < a.length; i++) {
-      const c = await this.api.addTransaction(a[i]);
-      A.push(c);
+      const A = await this.api.addTransaction(a[i]);
+      c.push(A);
     }
     const _ = this.transactions.findIndex((i) => i.guid === t.guid);
     _ >= 0 && d(
@@ -623,7 +627,7 @@ class mt {
         ...this.transactions.slice(0, _),
         e,
         ...this.transactions.slice(_ + 1),
-        ...A
+        ...c
       ]
     );
   };
@@ -632,22 +636,22 @@ class mt {
     await this.api.removeTransactionSplit(t);
     const e = [...this.transactions];
     a.forEach((i) => {
-      const c = e.findIndex((s) => s.guid === i.guid);
-      c >= 0 && e.splice(c, 1);
+      const A = e.findIndex((s) => s.guid === i.guid);
+      A >= 0 && e.splice(A, 1);
     });
-    const A = e.findIndex((i) => i.guid === t), _ = e[A];
-    _.has_been_split = !1, A >= 0 && d(
+    const c = e.findIndex((i) => i.guid === t), _ = e[c];
+    _.has_been_split = !1, c >= 0 && d(
       () => this.rawTransactions = [
-        ...e.slice(0, A),
+        ...e.slice(0, c),
         _,
-        ...e.slice(A + 1)
+        ...e.slice(c + 1)
       ]
     );
   };
   updateTaggings = async (t, a) => {
-    const e = this.taggings.filter((i) => i.transaction_guid === a), A = new Set(e.map((i) => i.tag_guid)), _ = new Set(t);
+    const e = this.taggings.filter((i) => i.transaction_guid === a), c = new Set(e.map((i) => i.tag_guid)), _ = new Set(t);
     for (const i of t)
-      A.has(i) || await this.addTagging(i, a);
+      c.has(i) || await this.addTagging(i, a);
     for (const i of e)
       _.has(i.tag_guid) || await this.removeTagging(i.guid);
     await this.loadTaggings();
@@ -656,7 +660,7 @@ class mt {
     await this.api.updateTag(t), await this.loadTags();
   };
   updateTransaction = async (t) => {
-    const a = await this.api.updateTransaction(t), e = this.transactions.findIndex((A) => A.guid === t.guid);
+    const a = await this.api.updateTransaction(t), e = this.transactions.findIndex((c) => c.guid === t.guid);
     e >= 0 && d(
       () => this.rawTransactions = [
         ...this.transactions.slice(0, e),

package/dist/accounts/index.es.js

@@ -25,7 +25,7 @@ import { F as G1, M as K1 } from "../ConnectDrawer-CPTXh70j.mjs";
 import t1 from "@mui/material/ListItem";
 import { M as $ } from "../MiniWidgetContainer-DTQdRK-3.mjs";
 import l1 from "@mui/material/Stack";
-import { A as P1, a as Y1 } from "../AccountStore-BL0FE1QL.mjs";
+import { A as P1, a as Y1 } from "../AccountStore-DeAQv-kI.mjs";
 const i1 = () => {
   const [c, H] = d.useState(""), { accounts: C } = w(), { selectedAccounts: l } = S(), { setSelectedAccount: h, setSelectedMember: r } = z(), { members: L } = T(), { onEvent: f } = D(), s = [...new Set(l.map((t) => t.account_type))], a = l.find((t) => c === t.guid), u = d.useMemo(
     () => l.filter((t) => t.is_hidden),

package/dist/accounts/stores/AccountStore.d.ts

@@ -41,5 +41,6 @@ export declare class AccountStore {
     refreshMembers: () => Promise<void>;
     removeAccount: (accountGuid: string) => Promise<void>;
     updateAccount: (account: Account) => Promise<void>;
+    updateAccountBalance: (accountGuid: string, balanceChange: number) => void;
     updateAccountFiltering: (guids: string[], isExcluded: boolean) => Promise<void>;
 }

package/dist/common/index.es.js

@@ -18,8 +18,8 @@ import { C as Ys } from "../CurrencyInput-C4xNRL2W.mjs";
 import { L as zs } from "../Loader-DUaFpDGv.mjs";
 import { R as js } from "../ResponsiveButton-DZFp78fJ.mjs";
 import { S as Vs } from "../SearchBox-B2_zLv8-.mjs";
-import { T as at } from "../TransactionStore-B-Tq_YFE.mjs";
-import { S as Js } from "../TransactionStore-B-Tq_YFE.mjs";
+import { T as at } from "../TransactionStore-DUVfWzsI.mjs";
+import { S as Js } from "../TransactionStore-DUVfWzsI.mjs";
 import { T as er } from "../TabContentContainer-j01JYR_7.mjs";
 import { I as rr } from "../IconBacking-B9oC6uL2.mjs";
 import { D as ar, F as nr, a as ir, c as cr, R as dr, S as lr } from "../RecurringTransactions-ej39mgA6.mjs";
@@ -55,7 +55,7 @@ import { u as zo } from "../useAccountDisplayName-BXGkZN5B.mjs";
 import { u as jo } from "../useInsightsEnabled-DSnpkUq0.mjs";
 import { u as Vo } from "../useScreenSize-B6JyS_Lj.mjs";
 import { makeAutoObservable as f, runInAction as p, reaction as _t } from "mobx";
-import { a as ft } from "../AccountStore-BL0FE1QL.mjs";
+import { a as ft } from "../AccountStore-DeAQv-kI.mjs";
 import yt from "posthog-js";
 import { B as St } from "../BeatStore-IBnXd4YK.mjs";
 import { endOfMonth as Z } from "date-fns/endOfMonth";

package/dist/transactions/index.es.js

@@ -3,8 +3,8 @@ import { u as P, C as He, D as Be, M as Pe, c as $e, T as Ve, a as We } from "..
 import { B as ba, d as Ta, b as Aa } from "../TransactionDetails-_cXLXTd3.mjs";
 import { T as M } from "../User-DaJAQ09j.mjs";
 import { O as xa } from "../User-DaJAQ09j.mjs";
-import { S as ee, D as Ge } from "../TransactionStore-B-Tq_YFE.mjs";
-import { T as Ia } from "../TransactionStore-B-Tq_YFE.mjs";
+import { S as ee, D as Ge } from "../TransactionStore-DUVfWzsI.mjs";
+import { T as Ia } from "../TransactionStore-DUVfWzsI.mjs";
 import { e as Ue } from "../exportTransactionsToCSV-D8TTNrrE.mjs";
 import { E as Da } from "../ExportCsvAction-CBJAfyAw.mjs";
 import { jsxs as _, jsx as e } from "react/jsx-runtime";

package/dist/transactions/stores/TransactionStore.d.ts

@@ -1,4 +1,4 @@
-import { BeatApi, Beat, GlobalStore, Tag, Tagging, Transaction, TransactionRule } from '../../common';
+import { BeatApi, TransactionType, Beat, GlobalStore, Tag, Tagging, Transaction, TransactionRule } from '../../common';
 import { TransactionApi } from '../api/TransactionApi';
 import { UiStore } from './UiStore';
 export type TransactionFilter = {
@@ -93,7 +93,7 @@ export declare class TransactionStore {
         repeating_transaction_guid?: string | null;
         scheduled_payment_guid?: string | null;
         top_level_category_guid?: string;
-        transaction_type: import('../../common').TransactionType;
+        transaction_type: TransactionType;
         user_date?: number | null;
         user_guid: string;
         user_transaction_rule_guid?: string | null;

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@mx-cartographer/experiences",
-  "version": "7.2.0",
+  "version": "7.2.1",
   "description": "Library containing experience widgets",
   "author": "MX",
   "license": "MIT",