@mx-cartographer/experiences 9.1.0 → 9.1.2

package/dist/cashflow/index.es.js.map

@@ -1 +1 @@
-{"version":3,"file":"index.es.js","sources":["../../src/cashflow/context/hooks.tsx","../../src/cashflow/components/RemainingCash.tsx","../../src/cashflow/components/CashflowWidgetContent.tsx","../../src/cashflow/CashflowMiniWidget.tsx","../../src/cashflow/components/DetailsFooter.tsx","../../src/cashflow/components/DetailsExpenseRow.tsx","../../src/cashflow/components/DetailsExpenseHeader.tsx","../../src/cashflow/util/Filters.ts","../../src/cashflow/components/DetailsTab.tsx","../../src/cashflow/components/SummaryTab.tsx","../../src/cashflow/components/CashflowContent.tsx","../../src/cashflow/components/CashflowAmountHeading.tsx","../../src/cashflow/components/CashflowHeading.tsx","../../src/cashflow/CashflowWidget.tsx","../../src/cashflow/components/onboarding/StepOne.tsx","../../src/cashflow/constants/CashflowImages.ts","../../src/cashflow/components/onboarding/StepTwo.tsx","../../src/cashflow/CashflowOnboarding.tsx"],"sourcesContent":["import React from 'react'\nimport { GlobalDataContext, useCashflowStore } from '../../common'\n\nexport const useCashflowUiStore = () => {\n  const context = React.useContext(GlobalDataContext)\n\n  if (!context) {\n    throw new Error('useCashflowUiStore() must be used within the GlobalDataContext')\n  }\n\n  return useCashflowStore().uiStore\n}\n","import { observer } from 'mobx-react-lite'\n\nimport Box from '@mui/material/Box'\n\nimport { Text } from '@mxenabled/mxui'\n\nimport { useGlobalCopyStore } from '../../common'\nimport { CurrencyText } from '../../common'\n\ninterface RemainingCashProps {\n  remaining: number\n}\n\nconst RemainingCash = ({ remaining }: RemainingCashProps) => {\n  const { cashflow: customCopy } = useGlobalCopyStore()\n\n  const getRemainingCashColor = () => {\n    if (remaining < 0) {\n      return 'error.main'\n    }\n    if (remaining > 0) {\n      return 'success.main'\n    }\n    return 'warning.main'\n  }\n\n  return (\n    <>\n      <Box\n        sx={{\n          borderRadius: '1px',\n          backgroundColor: getRemainingCashColor(),\n          height: 6,\n          width: 6,\n        }}\n      />\n      <Text bold={true} sx={{ flexGrow: 1, fontSize: 12 }}>\n        {customCopy.remaining_cash}\n      </Text>\n      <CurrencyText amount={remaining} bold={true} sx={{ fontSize: 12 }} />\n    </>\n  )\n}\n\nexport default observer(RemainingCash)\n","import React from 'react'\nimport { observer } from 'mobx-react-lite'\n\nimport Box from '@mui/material/Box'\nimport Divider from '@mui/material/Divider'\nimport Stack from '@mui/material/Stack'\nimport { useTheme } from '@mui/material/styles'\n\nimport { Icon, P, Text } from '@mxenabled/mxui'\n\nimport {\n  InformationTooltip,\n  Loader,\n  useAccountStore,\n  useGlobalCopyStore,\n  useGlobalUiStore,\n  useRecurringTransactionsStore,\n  useScreenSize,\n  useWidgetContainerProvider,\n} from '../../common'\nimport { useCashflowUiStore } from '../context/hooks'\nimport { CurrencyText } from '../../common'\nimport RemainingCash from './RemainingCash'\nimport { buildDynamicCopy } from '../../core/utils/Localization'\n\nconst CashflowWidgetContent = () => {\n  const theme = useTheme()\n  const { availableWidth } = useWidgetContainerProvider()\n  const { isMobile } = useScreenSize()\n\n  const { visibleCashAccounts: cashAccounts, visibleCashBalance: cashBalance } = useAccountStore()\n  const { selectedAccountGuids } = useGlobalUiStore()\n  const { cashflow: customCopy } = useGlobalCopyStore()\n  const {\n    daysUntilNextIncome,\n    expensesTilNextIncome,\n    selectedCashAccounts,\n    setNextIncome,\n    setSelectedCashAccounts,\n    setUpcomingExpenses,\n  } = useCashflowUiStore()\n  const { isDataLoaded, nextIncomeRecurrence, upcomingExpenses } = useRecurringTransactionsStore()\n\n  React.useEffect(() => {\n    setSelectedCashAccounts(\n      cashAccounts.filter((account) => selectedAccountGuids.includes(account.guid)),\n    )\n  }, [cashAccounts, selectedAccountGuids])\n\n  React.useEffect(() => {\n    if (nextIncomeRecurrence) {\n      setNextIncome(nextIncomeRecurrence)\n    }\n    setUpcomingExpenses(upcomingExpenses)\n  }, [nextIncomeRecurrence, upcomingExpenses])\n\n  const filteredCashBalance = React.useMemo(\n    () =>\n      cashAccounts\n        .filter((account) => selectedAccountGuids.includes(account.guid))\n        .reduce((total, account) => total + (account?.balance || 0), 0),\n    [selectedAccountGuids, upcomingExpenses],\n  )\n\n  const filteredExpenseTotal = React.useMemo(\n    () =>\n      expensesTilNextIncome\n        .filter((expense) => selectedAccountGuids.includes(expense.accountGuid || ''))\n        .reduce((acc, curr) => acc + curr.amount, 0),\n    [selectedAccountGuids, expensesTilNextIncome],\n  )\n\n  const availableToSpend = React.useMemo(\n    () => filteredCashBalance - filteredExpenseTotal,\n    [filteredCashBalance, filteredExpenseTotal],\n  )\n\n  if (!isDataLoaded) {\n    return <Loader height={isMobile ? 210 : 120} />\n  }\n\n  return (\n    <Box className=\"mx-cashflow\" pl={16} pr={16} pt={16}>\n      {availableWidth > 710 ? (\n        <Stack\n          border={`1px solid ${theme.palette.divider}`}\n          borderRadius={1}\n          direction=\"row\"\n          justifyContent=\"space-between\"\n          px={24}\n        >\n          <Stack pb={14} pt={12}>\n            <CurrencyText amount={filteredCashBalance} variant=\"h2\" />\n            <P variant=\"caption\" whiteSpace=\"nowrap\">\n              {\n                buildDynamicCopy(\n                  customCopy.total_cash_accounts,\n                  selectedCashAccounts.length,\n                ) as string\n              }\n            </P>\n          </Stack>\n\n          <Stack pt={18}>\n            <Icon name=\"remove\" />\n          </Stack>\n\n          <Stack pb={14} pt={12}>\n            <CurrencyText amount={filteredExpenseTotal} variant=\"h2\" />\n            <P variant=\"caption\" whiteSpace=\"nowrap\">\n              {buildDynamicCopy(customCopy.expenses_due, expensesTilNextIncome.length) as string}\n            </P>\n          </Stack>\n\n          <Stack pt={18}>\n            <Icon name=\"equal\" />\n          </Stack>\n\n          <Stack pb={14} pr={24} pt={12}>\n            <CurrencyText amount={availableToSpend} variant=\"h2\" />\n            <Stack alignItems=\"center\" direction=\"row\" gap={8}>\n              <P variant=\"caption\" whiteSpace=\"nowrap\">\n                {customCopy.available_to_spend}\n              </P>\n              <InformationTooltip body={customCopy.tooltip_body} title={customCopy.tooltip_title} />\n            </Stack>\n          </Stack>\n\n          <Stack borderLeft={`1px solid ${theme.palette.divider}`} pb={12} pl={24} pt={12}>\n            <>\n              <Text variant=\"h2\">\n                {buildDynamicCopy(customCopy.days, daysUntilNextIncome) as string}\n              </Text>\n              <P variant=\"caption\" whiteSpace=\"nowrap\">\n                {customCopy.next_paycheck}\n              </P>\n            </>\n          </Stack>\n        </Stack>\n      ) : (\n        <Stack border={`1px solid ${theme.palette.divider}`} borderRadius={1}>\n          <Stack direction=\"row\" justifyContent=\"space-between\" p={16}>\n            <Text variant=\"body2\">\n              {\n                buildDynamicCopy(\n                  customCopy.total_cash_accounts,\n                  selectedCashAccounts.length,\n                ) as string\n              }\n            </Text>\n            <CurrencyText amount={cashBalance} bold={true} variant=\"caption\" />\n          </Stack>\n\n          <Divider />\n\n          <Stack direction=\"row\" justifyContent=\"space-between\" p={16}>\n            <Text variant=\"body2\">\n              {buildDynamicCopy(customCopy.expenses_due, expensesTilNextIncome.length) as string}\n            </Text>\n            <CurrencyText amount={filteredExpenseTotal} bold={true} symbol=\"-\" variant=\"caption\" />\n          </Stack>\n\n          <Divider />\n\n          <Stack\n            alignItems=\"center\"\n            bgcolor=\"background.default\"\n            direction=\"row\"\n            gap={8}\n            height={48}\n            justifyContent=\"space-between\"\n            px={16}\n            sx={{ borderBottomLeftRadius: 4, borderBottomRightRadius: 4 }}\n          >\n            <RemainingCash remaining={availableToSpend} />\n          </Stack>\n          <Divider />\n          <Stack direction=\"row\" justifyContent=\"space-between\" p={16}>\n            <Text variant=\"body2\">{customCopy.next_paycheck}</Text>\n            <Text bold={true} variant=\"caption\">\n              {buildDynamicCopy(customCopy.days, daysUntilNextIncome) as string}\n            </Text>\n          </Stack>\n        </Stack>\n      )}\n    </Box>\n  )\n}\n\nexport default observer(CashflowWidgetContent)\n","import React from 'react'\nimport { observer } from 'mobx-react-lite'\nimport { addMonths } from 'date-fns/addMonths'\nimport { startOfToday } from 'date-fns/startOfToday'\n\nimport {\n  EmptyState,\n  Loader,\n  MiniWidgetContainer,\n  useGlobalCopyStore,\n  useGlobalUiStore,\n  useRecurringTransactionsStore,\n  useWidgetLoadTimer,\n} from '../common'\nimport { MiniWidgetProps } from '../core'\n\nimport CashflowWidgetContent from './components/CashflowWidgetContent'\n\nconst CashflowMiniWidget: React.FC<MiniWidgetProps> = ({\n  onPrimaryCtaClick,\n  onSecondaryCtaClick,\n  sx = {},\n}) => {\n  const { cashflow: copy } = useGlobalCopyStore()\n  const { isInitialized } = useGlobalUiStore()\n  const { loadRepeatingTransactionData, income, isDataLoaded, setDateRange } =\n    useRecurringTransactionsStore()\n\n  React.useEffect(() => {\n    setDateRange({ start: startOfToday(), end: addMonths(startOfToday(), 1) })\n    if (!isDataLoaded) {\n      loadRepeatingTransactionData().finally()\n    }\n  }, [])\n\n  useWidgetLoadTimer({\n    widgetName: 'CashflowMiniWidget',\n    isLoaded: isDataLoaded,\n  })\n\n  const showEmptyState = isDataLoaded && !income.length\n\n  if (!isInitialized) return <Loader />\n\n  return (\n    <MiniWidgetContainer\n      className=\"mx-exp-cashflow-miniwidget\"\n      onPrimaryCtaClick={onPrimaryCtaClick}\n      primaryCtaLabel={copy.primary_cta}\n      primaryCtaLabelAria={copy.primary_cta_aria}\n      subTitle={showEmptyState || !isDataLoaded ? undefined : copy.sub_title}\n      sx={{ height: '100%', ...sx }}\n      title={copy.title}\n    >\n      {!isDataLoaded && <Loader />}\n      {isDataLoaded &&\n        (showEmptyState ? (\n          <EmptyState\n            header={copy.create}\n            icon=\"local_atm\"\n            onClick={onSecondaryCtaClick}\n            primaryButton={copy.add_income}\n            primaryButtonStartIcon=\"add\"\n            subText={copy.create_description}\n          />\n        ) : (\n          <CashflowWidgetContent />\n        ))}\n    </MiniWidgetContainer>\n  )\n}\n\nexport default observer(CashflowMiniWidget)\n","import ListItem from '@mui/material/ListItem'\n\nimport RemainingCash from './RemainingCash'\n\ninterface DetailsFooterProps {\n  remaining: number\n}\n\nconst DetailsFooter = ({ remaining }: DetailsFooterProps) => {\n  return (\n    <ListItem\n      sx={{\n        alignItems: 'center',\n        backgroundColor: 'background.highlight',\n        display: 'flex',\n        gap: 12,\n        padding: '12px 24px',\n        borderBottomLeftRadius: '3px',\n        borderBottomRightRadius: '3px',\n        minHeight: 'auto',\n      }}\n    >\n      <RemainingCash remaining={remaining} />\n    </ListItem>\n  )\n}\n\nexport default DetailsFooter\n","import React from 'react'\nimport { observer } from 'mobx-react-lite'\n\nimport Divider from '@mui/material/Divider'\nimport ListItem from '@mui/material/ListItem'\nimport Stack from '@mui/material/Stack'\n\nimport { Text } from '@mxenabled/mxui'\n\nimport { DATE_FORMATS_INTL, formatDate } from '../../core/constants'\nimport { type Recurrence } from '../../core'\nimport { CurrencyText } from '../../common'\n\nexport enum ExpenseType {\n  EXPENSE = 'expense',\n  INCOME = 'income',\n}\n\ninterface DetailsExpenseRowType {\n  recurrence: Recurrence\n}\n\nconst DetailsExpenseRow: React.FC<DetailsExpenseRowType> = ({ recurrence }) => {\n  return (\n    <>\n      <ListItem sx={{ display: 'flex', alignItems: 'center', gap: 16, px: 24, py: 12 }}>\n        <Stack alignItems=\"center\" height={32} width={32}>\n          <Text bold={true} sx={{ fontSize: 11 }}>\n            {formatDate(recurrence.expectedDate, DATE_FORMATS_INTL.MONTH)}\n          </Text>\n          <Text bold={true} sx={{ fontSize: 11 }}>\n            {formatDate(recurrence.expectedDate, DATE_FORMATS_INTL.DAY)}\n          </Text>\n        </Stack>\n        <Text sx={{ flexGrow: 1, fontSize: 13 }}>{recurrence.name}</Text>\n        <CurrencyText\n          amount={recurrence.amount}\n          bold={true}\n          sx={{ textAlign: 'right', fontSize: 13 }}\n        />\n      </ListItem>\n      <Divider />\n    </>\n  )\n}\n\nexport default observer(DetailsExpenseRow)\n","import React from 'react'\nimport { observer } from 'mobx-react-lite'\n\nimport Divider from '@mui/material/Divider'\nimport ListSubheader from '@mui/material/ListSubheader'\n\nimport { Text } from '@mxenabled/mxui'\n\nimport { useGlobalCopyStore } from '../../common'\nimport { ExpenseType } from './DetailsExpenseRow'\nimport { formatCurrency } from '../../core/utils/NumberFormatting'\n\ninterface DetailsExpenseHeaderProps {\n  total: number\n  type: ExpenseType\n}\n\nconst DetailsExpenseHeader: React.FC<DetailsExpenseHeaderProps> = ({ total, type }) => {\n  const { cashflow: customCopy } = useGlobalCopyStore()\n\n  return (\n    <>\n      <ListSubheader\n        sx={{\n          alignItems: 'center',\n          backgroundColor: 'background.highlight',\n          display: 'flex',\n          justifyContent: 'space-between',\n          pb: 4,\n          pt: 12,\n          px: 24,\n        }}\n      >\n        <Text bold={true} sx={{ fontSize: 12 }}>\n          {type === ExpenseType.EXPENSE ? customCopy.expenses : customCopy.income}\n        </Text>\n        <Text bold={true} sx={{ fontSize: 13 }}>\n          {type === ExpenseType.EXPENSE ? '-' : '+'}\n          {formatCurrency(total, '0,0.00')}\n        </Text>\n      </ListSubheader>\n      <Divider />\n    </>\n  )\n}\n\nexport default observer(DetailsExpenseHeader)\n","import type { Account, Recurrence } from '../../core'\nimport { isAfter } from 'date-fns/isAfter'\nimport { isBefore } from 'date-fns/isBefore'\nimport { isToday } from 'date-fns/isToday'\n\n/**\n * Returns recurrences that match the given account and date range\n * @param account The account\n * @param dateRange The date range\n */\nexport const recurrenceFilter =\n  (account: Account, dateRange: { start: Date; end: Date }) => (r: Recurrence) =>\n    r.accountGuid === account.guid &&\n    (isToday(r.expectedDate) || isAfter(r.expectedDate, dateRange.start)) &&\n    isBefore(r.expectedDate, dateRange.end)\n","import { observer } from 'mobx-react-lite'\nimport { getUnixTime } from 'date-fns/getUnixTime'\n\nimport Divider from '@mui/material/Divider'\nimport List from '@mui/material/List'\nimport ListItem from '@mui/material/ListItem'\nimport Stack from '@mui/material/Stack'\n\nimport { Text } from '@mxenabled/mxui'\n\nimport AccountListItem from '../../accounts/components/AccountListItem'\nimport DetailsFooter from './DetailsFooter'\nimport DetailsExpenseRow, { ExpenseType } from './DetailsExpenseRow'\nimport DetailsExpenseHeader from './DetailsExpenseHeader'\n\nimport {\n  useGlobalCopyStore,\n  useRecurringTransactionsStore,\n  useWidgetContainerProvider,\n} from '../../common'\nimport { DATE_FORMATS_INTL, formatDate } from '../../core/constants'\nimport { type Account, type Recurrence } from '../../core'\nimport { useCashflowUiStore } from '../context/hooks'\nimport { recurrenceFilter } from '../util/Filters'\n\nconst DetailsTab = () => {\n  const { availableWidth } = useWidgetContainerProvider()\n  const { cashflow: customCopy } = useGlobalCopyStore()\n  const { upcomingExpenses, upcomingIncome } = useRecurringTransactionsStore()\n  const { dateRange, selectedCashAccounts } = useCashflowUiStore()\n\n  return (\n    <Stack>\n      <Stack direction={availableWidth < 400 ? 'column' : 'row'} justifyContent=\"space-between\">\n        <Text bold={true} sx={{ fontSize: 15, mb: 12 }}>\n          {customCopy.accounts_breakdown}\n        </Text>\n        <Text bold={true} sx={{ fontSize: 15, mb: 12 }}>\n          {formatDate(dateRange.start, DATE_FORMATS_INTL.FULL_MONTH_DAY)} -{' '}\n          {formatDate(dateRange.end, DATE_FORMATS_INTL.FULL_MONTH_DAY)}\n        </Text>\n      </Stack>\n\n      <Stack>\n        {selectedCashAccounts.map((account: Account) => {\n          const upcomingIncomeByAccount = upcomingIncome\n            .filter(recurrenceFilter(account, dateRange))\n            .sort((a, b) => getUnixTime(a.expectedDate) - getUnixTime(b.expectedDate))\n\n          const projectedExpensesByAccount = upcomingExpenses.filter(\n            recurrenceFilter(account, dateRange),\n          )\n\n          const incomeTotal = upcomingIncomeByAccount.reduce(\n            (acc: number, curr: Recurrence) => acc + curr.amount,\n            0,\n          )\n          const expenseTotal = projectedExpensesByAccount.reduce(\n            (acc, curr) => acc + curr.amount,\n            0,\n          )\n\n          return (\n            <List\n              key={account.guid}\n              sx={{\n                border: '1px solid',\n                borderColor: 'neutral.light',\n                mb: 24,\n                borderRadius: 1,\n              }}\n            >\n              <AccountListItem\n                account={account}\n                listItemProps={{\n                  disableGutters: false,\n                  disablePadding: false,\n                  sx: { borderTopRadius: 1, pr: 24 },\n                }}\n              />\n              <Divider />\n              {/* Income */}\n              {upcomingIncomeByAccount.length > 0 && (\n                <ListItem>\n                  <List\n                    subheader={\n                      <DetailsExpenseHeader total={incomeTotal} type={ExpenseType.INCOME} />\n                    }\n                    sx={{ width: '100%' }}\n                  >\n                    {upcomingIncomeByAccount.map((r) => (\n                      <DetailsExpenseRow key={r.repeatingTransactionGuid} recurrence={r} />\n                    ))}\n                  </List>\n                </ListItem>\n              )}\n              {/* Expenses */}\n              {projectedExpensesByAccount.length > 0 && (\n                <ListItem>\n                  <List\n                    subheader={\n                      <DetailsExpenseHeader total={expenseTotal} type={ExpenseType.EXPENSE} />\n                    }\n                    sx={{ width: '100%' }}\n                  >\n                    {projectedExpensesByAccount.map((r) => (\n                      <DetailsExpenseRow key={r.repeatingTransactionGuid} recurrence={r} />\n                    ))}\n                  </List>\n                </ListItem>\n              )}\n              {/* Bottom row total */}\n              <DetailsFooter\n                remaining={\n                  (account.available_balance || account.balance || 0) + incomeTotal - expenseTotal\n                }\n              />\n            </List>\n          )\n        })}\n      </Stack>\n    </Stack>\n  )\n}\n\nexport default observer(DetailsTab)\n","import React from 'react'\nimport { observer } from 'mobx-react-lite'\nimport { startOfToday } from 'date-fns/startOfToday'\nimport { addDays } from 'date-fns/addDays'\n\nimport Box from '@mui/material/Box'\nimport Divider from '@mui/material/Divider'\nimport List from '@mui/material/List'\nimport ListItem from '@mui/material/ListItem'\nimport Stack from '@mui/material/Stack'\nimport { useTheme } from '@mui/material/styles'\nimport { alpha } from '@mui/material/styles'\n\nimport { DataGridPro, GridColDef } from '@mui/x-data-grid-pro'\n\nimport { InstitutionLogo, Text } from '@mxenabled/mxui'\n\nimport {\n  CurrencyText,\n  InformationTooltip,\n  useGlobalCopyStore,\n  useRecurringTransactionsStore,\n  useWidgetContainerProvider,\n} from '../../common'\nimport { DATE_FORMATS_INTL, formatDate } from '../../core/constants'\nimport { type Account } from '../../core'\nimport { useCashflowUiStore } from '../context/hooks'\nimport { recurrenceFilter } from '../util/Filters'\n\nimport RemainingCash from './RemainingCash'\nimport { formatCurrency } from '../../core/utils/NumberFormatting'\n\nconst SummaryTab = () => {\n  const { availableWidth } = useWidgetContainerProvider()\n  const theme = useTheme()\n  const { cashflow: customCopy } = useGlobalCopyStore()\n  const { upcomingExpenses, upcomingIncome } = useRecurringTransactionsStore()\n  const { dateRange, selectedCashAccounts } = useCashflowUiStore()\n\n  const columns: GridColDef[] = [\n    {\n      field: 'account',\n      flex: 1.5,\n      headerName: customCopy.accounts,\n      renderCell: ({ value: { name, nickname, institution_guid, account_number } }) => {\n        const accountName = nickname || name\n\n        return (\n          <Stack alignItems=\"center\" flexDirection=\"row\" gap={12}>\n            <InstitutionLogo\n              alt={customCopy.institution_logo}\n              institutionGuid={institution_guid || ''}\n              size={16}\n            />\n            <Text variant=\"body2\">{`${accountName} ${account_number ? `*${account_number}` : ''}`}</Text>\n          </Stack>\n        )\n      },\n    },\n    {\n      field: 'balance',\n      flex: 1,\n      headerName: customCopy.balance,\n      type: 'number',\n      renderCell: (params) => (\n        <Text color={theme.palette.text.primary} variant=\"body2\">\n          {formatCurrency(params.value, '0,0.00')}\n        </Text>\n      ),\n    },\n    {\n      field: 'income',\n      flex: 1,\n      headerName: customCopy.projected_income,\n      type: 'number',\n      renderCell: (params) => (\n        <Text color={theme.palette.text.primary} variant=\"body2\">\n          {`+${formatCurrency(params.value, '0,0.00')}`}\n        </Text>\n      ),\n    },\n    {\n      field: 'expenses',\n      flex: 1.1,\n      headerName: customCopy.projected_expenses,\n      type: 'number',\n      renderCell: (params) => (\n        <Text color={theme.palette.text.primary} variant=\"body2\">\n          {`-${formatCurrency(params.value, '0,0.00')}`}\n        </Text>\n      ),\n    },\n    {\n      field: 'remaining',\n      flex: 1,\n      headerName: customCopy.remaining,\n      type: 'number',\n      renderCell: (params) => {\n        const total = params.row.balance + params.row.income - params.row.expenses\n\n        return (\n          <Text\n            color={Math.sign(total) === -1 ? theme.palette.error.main : theme.palette.text.primary}\n            variant=\"body2\"\n          >\n            {formatCurrency(total, '0,0.00')}\n          </Text>\n        )\n      },\n    },\n  ]\n\n  const rows = React.useMemo(() => {\n    return selectedCashAccounts.map((account: Account) => {\n      const totalprojectedExpenses = upcomingExpenses\n        .filter(\n          recurrenceFilter(account, { start: startOfToday(), end: addDays(startOfToday(), 30) }),\n        )\n        .reduce((acc, curr) => acc + curr.amount, 0)\n\n      const totalProjectedIncome = upcomingIncome\n        .filter(\n          recurrenceFilter(account, { start: startOfToday(), end: addDays(startOfToday(), 30) }),\n        )\n        .reduce((acc, curr) => acc + curr.amount, 0)\n\n      const remaining = (account.balance || 0) + totalProjectedIncome - totalprojectedExpenses\n\n      return {\n        account,\n        balance: account.balance || 0,\n        id: account.guid,\n        income: totalProjectedIncome,\n        expenses: totalprojectedExpenses,\n        remaining,\n      }\n    })\n  }, [selectedCashAccounts, upcomingExpenses, upcomingIncome])\n\n  return (\n    <Box\n      sx={{\n        width: '100%',\n      }}\n    >\n      <Stack\n        direction={availableWidth < 540 ? 'column' : 'row'}\n        justifyContent=\"space-between\"\n        mb={12}\n      >\n        <Stack alignItems=\"center\" direction=\"row\" gap={8}>\n          <Text\n            bold={true}\n            sx={{\n              fontSize: 15,\n            }}\n          >\n            {customCopy.cash_inflow_and_outflow}\n          </Text>\n          <InformationTooltip\n            body={customCopy.table_tooltip_body}\n            title={customCopy.table_tooltip_title}\n          />\n        </Stack>\n        <Text bold={true} sx={{ fontSize: 15 }}>\n          {formatDate(dateRange.start, DATE_FORMATS_INTL.FULL_MONTH_DAY)} -{' '}\n          {formatDate(dateRange.end, DATE_FORMATS_INTL.FULL_MONTH_DAY)}\n        </Text>\n      </Stack>\n      {availableWidth > 650 ? (\n        <DataGridPro\n          columnHeaderHeight={48}\n          columns={columns}\n          density=\"standard\"\n          disableColumnMenu={true}\n          disableRowSelectionOnClick={true}\n          hideFooter={true}\n          rowHeight={48}\n          rows={rows}\n          sx={{\n            border: '1px solid',\n            borderColor: 'neutral.light',\n            borderRadius: 1,\n            '& .MuiDataGrid-columnHeader .MuiIconButton-root': {\n              color: theme.palette.primary.main,\n              '&:hover': {\n                backgroundColor: alpha(theme.palette.primary.main, 0.1),\n              },\n            },\n            '& .MuiDataGrid-columnHeaderTitle': {\n              fontFamily: theme.typography.h3.fontFamily,\n              fontSize: theme.typography.body2.fontSize,\n            },\n            '& .MuiDataGrid-sortIcon': {\n              color: theme.palette.primary.main,\n            },\n          }}\n        />\n      ) : (\n        rows.map((row) => {\n          const { name, nickname, institution_guid, account_number } = row.account\n          const accountName = nickname || name\n\n          return (\n            <List\n              key={row.id}\n              sx={{\n                border: '1px solid',\n                borderColor: 'neutral.light',\n                borderRadius: 1,\n                marginBottom: 24,\n              }}\n            >\n              <ListItem sx={{ minHeight: 'auto' }}>\n                <Stack width=\"100%\">\n                  <Stack\n                    alignItems=\"center\"\n                    flexDirection=\"row\"\n                    justifyContent=\"space-between\"\n                    px={16}\n                    py={12}\n                  >\n                    <Stack alignItems=\"center\" flexDirection=\"row\" gap={8} width=\"50%\">\n                      <InstitutionLogo\n                        alt={customCopy.institution_logo}\n                        institutionGuid={institution_guid || ''}\n                        size={16}\n                      />\n                      <Text variant=\"body2\">{`${accountName} ${account_number ? `*${account_number}` : ''}`}</Text>\n                    </Stack>\n                    <CurrencyText amount={row.balance} bold={true} variant=\"body2\" />\n                  </Stack>\n                  <Divider sx={{ width: '100%' }} />\n                  <Stack\n                    alignItems=\"center\"\n                    flexDirection=\"row\"\n                    justifyContent=\"space-between\"\n                    px={16}\n                    py={12}\n                  >\n                    <Text variant=\"body2\">{customCopy.projected_income}</Text>\n                    <CurrencyText amount={row.income} bold={true} symbol=\"+\" variant=\"body2\" />\n                  </Stack>\n                  <Divider sx={{ width: '100%' }} />\n                  <Stack\n                    alignItems=\"center\"\n                    flexDirection=\"row\"\n                    justifyContent=\"space-between\"\n                    px={16}\n                    py={12}\n                  >\n                    <Text variant=\"body2\">{customCopy.projected_expenses}</Text>\n                    <CurrencyText amount={row.expenses} bold={true} symbol=\"-\" variant=\"body2\" />\n                  </Stack>\n                  <Divider sx={{ width: '100%' }} />\n                  <Stack\n                    alignItems=\"center\"\n                    bgcolor=\"background.default\"\n                    flexDirection=\"row\"\n                    gap={8}\n                    justifyContent=\"space-between\"\n                    px={16}\n                    py={12}\n                    sx={{ borderBottomLeftRadius: '4px', borderBottomRightRadius: '4px' }}\n                  >\n                    <RemainingCash remaining={row.remaining} />\n                  </Stack>\n                </Stack>\n              </ListItem>\n            </List>\n          )\n        })\n      )}\n    </Box>\n  )\n}\n\nexport default observer(SummaryTab)\n","import React from 'react'\nimport { observer } from 'mobx-react-lite'\n\nimport Box from '@mui/material/Box'\nimport Tabs from '@mui/material/Tabs'\nimport Tab from '@mui/material/Tab'\n\nimport DetailsTab from './DetailsTab'\nimport SummaryTab from './SummaryTab'\nimport { TabContentContainer, useEvent, useGlobalCopyStore, useScreenSize } from '../../common'\n\nconst CashflowContent: React.FC = () => {\n  const { cashflow: customCopy } = useGlobalCopyStore()\n  const { isDesktop } = useScreenSize()\n  const { onEvent } = useEvent()\n\n  const [value, setValue] = React.useState(0)\n\n  const handleChange = (_event: React.SyntheticEvent, newValue: number) => {\n    setValue(newValue)\n  }\n\n  React.useEffect(() => {\n    onEvent(value === 0 ? 'cash_flow_summary' : 'cash_flow_details')\n  }, [value])\n\n  return (\n    <Box>\n      <Tabs\n        aria-label={customCopy.cashflow_summary_and_details}\n        centered={true}\n        onChange={handleChange}\n        textColor=\"primary\"\n        value={value}\n        variant=\"fullWidth\"\n      >\n        <Tab\n          aria-controls=\"cashflow-tabpanel-0\"\n          id=\"cashflow-tab-0\"\n          label={customCopy.summary}\n          sx={{\n            textTransform: 'none',\n          }}\n        />\n        <Tab\n          aria-controls=\"cashflow-tabpanel-1\"\n          id=\"cashflow-tab-1\"\n          label={customCopy.details}\n          sx={{\n            textTransform: 'none',\n          }}\n        />\n      </Tabs>\n      <Box sx={{ mb: 32 }} />\n      <TabContentContainer index={0} name=\"cashflow\" value={value}>\n        <Box sx={{ m: isDesktop ? 48 : 16 }}>\n          <SummaryTab />\n        </Box>\n      </TabContentContainer>\n      <TabContentContainer index={1} name=\"cashflow\" value={value}>\n        <Box sx={{ m: isDesktop ? 48 : 16 }}>\n          <DetailsTab />\n        </Box>\n      </TabContentContainer>\n    </Box>\n  )\n}\n\nexport default observer(CashflowContent)\n","import React from 'react'\n\nimport Stack from '@mui/material/Stack'\n\nimport { Text } from '@mxenabled/mxui'\n\nimport { CurrencyText } from '../../common/components/CurrencyText'\n\ninterface CashflowAmountHeadingProps {\n  amount: number\n  isMobile?: boolean\n  isTotal?: boolean\n  label: string\n  symbol?: string\n  tooltip?: React.ReactNode\n}\n\nconst CashflowAmountHeading: React.FC<CashflowAmountHeadingProps> = ({\n  amount,\n  isMobile = false,\n  isTotal = false,\n  label,\n  symbol,\n  tooltip,\n}) => {\n  return (\n    <Stack\n      bgcolor={isTotal ? 'background.default' : 'transparent'}\n      direction={isMobile ? 'row' : 'column'}\n      justifyContent={isMobile ? 'space-between' : 'initial'}\n      padding={isMobile ? '14px 16px' : 0}\n      sx={{ borderBottomLeftRadius: 4, borderBottomRightRadius: 4 }}\n    >\n      {!isMobile && <CurrencyText amount={amount} component=\"h2\" variant=\"h2\" />}\n      <Stack alignItems=\"center\" component=\"span\" direction=\"row\" gap={8} mt={2}>\n        <Text bold={isTotal} variant=\"body2\">\n          {label}\n        </Text>\n        {tooltip}\n      </Stack>\n      {isMobile && <CurrencyText amount={amount} component=\"h2\" symbol={symbol} variant=\"body2\" />}\n    </Stack>\n  )\n}\n\nexport default CashflowAmountHeading\n","import React from 'react'\nimport { observer } from 'mobx-react-lite'\nimport { isAfter } from 'date-fns/isAfter'\nimport { isBefore } from 'date-fns/isBefore'\nimport { isToday } from 'date-fns/isToday'\n\nimport Button from '@mui/material/Button'\nimport Divider from '@mui/material/Divider'\nimport Stack from '@mui/material/Stack'\n\nimport { Icon, Text } from '@mxenabled/mxui'\n\nimport {\n  Drawer,\n  InformationTooltip,\n  useGlobalCopyStore,\n  useGlobalUiStore,\n  useRecurringTransactionsStore,\n  useWidgetContainerProvider,\n} from '../../common'\nimport { type Recurrence } from '../../core'\n\nimport { ManageIncome } from '../../recurringtransactions'\n\nimport CashflowAmountHeading from './CashflowAmountHeading'\nimport { useCashflowUiStore } from '../context/hooks'\nimport { buildDynamicCopy } from '../../core/utils/Localization'\n\n// This filter only includes activities that have an account guid that matches an account guid\n// in the given list of accountGuids and is within the given date range\nconst recurrenceAccountFilter =\n  (accountGuids: string[], dateRange: { start: Date; end: Date }) => (r: Recurrence) =>\n    r.accountGuid &&\n    accountGuids.includes(r.accountGuid) &&\n    (isToday(r.expectedDate) || isAfter(r.expectedDate, dateRange.start)) &&\n    isBefore(r.expectedDate, dateRange.end)\n\nconst CashflowHeading: React.FC = () => {\n  const { availableWidth } = useWidgetContainerProvider()\n  const { cashflow: customCopy } = useGlobalCopyStore()\n\n  const { income, isDataLoaded, upcomingExpenses, upcomingIncome } = useRecurringTransactionsStore()\n  const { selectedAccountGuids } = useGlobalUiStore()\n  const { dateRange, selectedCashAccounts } = useCashflowUiStore()\n\n  const [isOpen, setIsOpen] = React.useState(false)\n\n  const filteredExpenses = React.useMemo(\n    () => upcomingExpenses.filter(recurrenceAccountFilter(selectedAccountGuids, dateRange)),\n    [dateRange, selectedAccountGuids, upcomingExpenses],\n  )\n\n  const filteredIncome = React.useMemo(\n    () => upcomingIncome.filter(recurrenceAccountFilter(selectedAccountGuids, dateRange)),\n    [dateRange, selectedAccountGuids, upcomingIncome],\n  )\n\n  const cashBalance = React.useMemo(\n    () => selectedCashAccounts.reduce((total, account) => total + (account?.balance || 0), 0),\n    [selectedCashAccounts],\n  )\n\n  const totalUpcomingExpenses = filteredExpenses.reduce((acc, curr) => acc + curr.amount, 0)\n  const totalUpcomingIncome = filteredIncome.reduce((acc, curr) => acc + curr.amount, 0)\n  const availableToSpend = cashBalance - totalUpcomingExpenses + totalUpcomingIncome\n\n  const hasRecurringIncome = isDataLoaded && income.length > 0\n  const isMobile = availableWidth < 725\n\n  return (\n    <Stack sx={{ mx: isMobile ? 16 : 0, my: isMobile ? 24 : 42 }}>\n      <Stack\n        border={isMobile ? '1px solid' : 'none'}\n        borderColor=\"neutral.light\"\n        borderRadius={2}\n        flexDirection={isMobile ? 'column' : 'row'}\n        gap={isMobile ? 0 : 24}\n        justifyContent=\"center\"\n      >\n        <CashflowAmountHeading\n          amount={cashBalance}\n          isMobile={isMobile}\n          label={buildDynamicCopy(customCopy.cash_and_bank, selectedCashAccounts.length) as string}\n        />\n\n        {isMobile && <Divider />}\n        {hasRecurringIncome ? (\n          <>\n            {!isMobile && <Text sx={{ fontSize: 25, lineHeight: 1 }}>+</Text>}\n            <CashflowAmountHeading\n              amount={totalUpcomingIncome}\n              isMobile={isMobile}\n              label={customCopy.to_be_received}\n              symbol={isMobile ? '+' : undefined}\n            />\n          </>\n        ) : (\n          <Button\n            onClick={() => setIsOpen(true)}\n            startIcon={<Icon name=\"add\" />}\n            sx={{ fontSize: 13 }}\n          >\n            {customCopy.add_income}\n          </Button>\n        )}\n\n        {isMobile ? <Divider /> : <Text sx={{ fontSize: 25, lineHeight: 1 }}>-</Text>}\n\n        <CashflowAmountHeading\n          amount={totalUpcomingExpenses}\n          isMobile={isMobile}\n          label={buildDynamicCopy(customCopy.to_be_paid_out, filteredExpenses.length) as string}\n          symbol={isMobile ? '-' : undefined}\n        />\n\n        {isMobile ? <Divider /> : <Text sx={{ fontSize: 25, lineHeight: 1 }}>=</Text>}\n\n        <CashflowAmountHeading\n          amount={availableToSpend}\n          isMobile={isMobile}\n          isTotal={isMobile}\n          label={customCopy.remaining_cash}\n          tooltip={\n            <InformationTooltip\n              body={customCopy.remaining_income_tooltip_body}\n              title={customCopy.remaining_income_tooltip_title}\n            />\n          }\n        />\n      </Stack>\n\n      <Drawer\n        ariaLabelClose={customCopy.close_manage_income_aria}\n        isOpen={isOpen}\n        onClose={() => setIsOpen(false)}\n        shouldShowHeaderBorders={false}\n        title={customCopy.manage_income}\n      >\n        <ManageIncome />\n      </Drawer>\n    </Stack>\n  )\n}\n\nexport default observer(CashflowHeading)\n","import React from 'react'\nimport { observer } from 'mobx-react-lite'\n\nimport {\n  ANALYTICS_EVENTS,\n  Drawer,\n  Loader,\n  useAccountStore,\n  useAppConfig,\n  useEvent,\n  useGlobalCopyStore,\n  useGlobalUiStore,\n  useRecurringTransactionsStore,\n  useTransactionStore,\n  useWidgetLoadTimer,\n  WidgetContainer,\n} from '../common'\nimport { AccountType, WidgetProps } from '../core'\n\nimport { RecurringSettings } from '../recurringtransactions'\n\nimport CashflowContent from './components/CashflowContent'\nimport CashflowHeading from './components/CashflowHeading'\nimport { useCashflowUiStore } from './context/hooks'\nimport { subDays } from 'date-fns/subDays'\nimport { startOfToday } from 'date-fns/startOfToday'\nimport { endOfToday } from 'date-fns/endOfToday'\n\nconst CashflowWidget: React.FC<WidgetProps> = ({ onBackClick, onMenuClick, sx = {} }) => {\n  const { selectedAccounts, selectedAccountGuids, shouldDisableNextDate, shouldDisablePrevDate } =\n    useGlobalUiStore()\n\n  const { onEvent } = useEvent()\n  const { clientConfig } = useAppConfig()\n  const { visibleCashAccounts: cashAccounts } = useAccountStore()\n  const { setFilter } = useTransactionStore()\n  const { dateRange, setSelectedCashAccounts } = useCashflowUiStore()\n  const { loadRepeatingTransactionData, isDataLoaded, setDateRange } =\n    useRecurringTransactionsStore()\n  const { cashflow: customCopy, recurring: recurringCopy } = useGlobalCopyStore()\n  const { isInitialized } = useGlobalUiStore()\n\n  const view = clientConfig?.master?.deep_link_params?.view\n  const isManageIncomeView = view === 'manage_income'\n  const [isSettingsOpen, setIsSettingsOpen] = React.useState(isManageIncomeView)\n\n  React.useEffect(() => {\n    setDateRange(dateRange)\n    if (!isDataLoaded) {\n      loadRepeatingTransactionData().finally()\n    }\n  }, [])\n\n  React.useEffect(() => {\n    const cashAccountGuids = cashAccounts.map((account) => account.guid)\n    const selAccts = selectedAccounts.filter(\n      (account) =>\n        selectedAccountGuids.includes(account.guid) && cashAccountGuids.includes(account.guid),\n    )\n    setSelectedCashAccounts(selAccts)\n    setFilter({\n      dateRange: { start: subDays(startOfToday(), 90), end: endOfToday() },\n      accounts: selAccts.map((a) => a.guid),\n    })\n  }, [cashAccounts, selectedAccounts])\n\n  useWidgetLoadTimer({\n    widgetName: 'CashflowWidget',\n    isLoaded: isDataLoaded,\n  })\n\n  if (!isInitialized) return <Loader />\n\n  return (\n    <WidgetContainer\n      actions={[\n        {\n          label: recurringCopy.action_title,\n          iconName: 'credit_card_gear',\n          onClick: () => {\n            setIsSettingsOpen(true)\n            onEvent(ANALYTICS_EVENTS.CASH_FLOW_CLICK_SETTINGS)\n          },\n        },\n      ]}\n      allowedAccountTypes={[\n        AccountType.CASH,\n        AccountType.CHECKING,\n        AccountType.PREPAID,\n        AccountType.SAVINGS,\n        AccountType.CHECKING_LINE_OF_CREDIT,\n      ]}\n      calendarActions={{\n        shouldDisableNext: shouldDisableNextDate,\n        shouldDisablePrevious: shouldDisablePrevDate,\n        shouldDisablePicker: true,\n        onRangeChanged: () => {},\n      }}\n      dateRange={dateRange}\n      dateRangeVariant=\"readonly\"\n      hasDivider={true}\n      onAccountsFilterClick={() => onEvent(ANALYTICS_EVENTS.CASH_FLOW_CLICK_FILTER)}\n      onBackClick={onBackClick}\n      onMenuClick={onMenuClick}\n      sx={sx}\n      title={customCopy.title}\n    >\n      <CashflowHeading />\n\n      <CashflowContent />\n\n      <Drawer\n        ariaLabelClose={customCopy.close_settings_aria}\n        isOpen={isSettingsOpen}\n        onClose={() => setIsSettingsOpen(false)}\n        shouldShowHeaderBorders={false}\n        title={recurringCopy.action_title}\n      >\n        <RecurringSettings defaultSelectedTab={isManageIncomeView ? 1 : 0} />\n      </Drawer>\n    </WidgetContainer>\n  )\n}\n\nexport default observer(CashflowWidget)\n","import React from 'react'\nimport { observer } from 'mobx-react-lite'\n\nimport Box from '@mui/material/Box'\nimport Button from '@mui/material/Button'\nimport Stack from '@mui/material/Stack'\n\nimport { H2, H3, Icon, P } from '@mxenabled/mxui'\nimport { useTheme } from '@mui/material/styles'\nimport { useCashflowStore, useGlobalCopyStore } from '../../../common'\n\ninterface StepOneProps {\n  handleNextStep: () => void\n}\n\nconst StepOne: React.FC<StepOneProps> = ({ handleNextStep }) => {\n  const { completeOnboarding } = useCashflowStore()\n  const { cashflow: customCopy } = useGlobalCopyStore()\n\n  const theme = useTheme()\n\n  return (\n    <Stack>\n      <H2 pb={12} variant=\"h1\">\n        {customCopy.welcome_title}\n      </H2>\n      <H3 color={theme.palette.primary.light} pb={8}>\n        {customCopy.welcome_sub_title}\n      </H3>\n      <P pb={32}>{customCopy.welcome_description}</P>\n      <Stack direction=\"column\" mb={32} spacing={32}>\n        <P sx={{ display: 'flex', alignItems: 'center', fontSize: 18 }}>\n          <Box\n            bgcolor={theme.palette.primary.lighter}\n            borderRadius={1}\n            component=\"span\"\n            height={44}\n            mr={24}\n            sx={{ display: 'flex', alignItems: 'center', justifyContent: 'center', flexShrink: 0 }}\n            width={44}\n          >\n            <Icon color=\"primary\" name=\"currency_exchange\" />\n          </Box>\n          {customCopy.bullet_one}\n        </P>\n        <P sx={{ display: 'flex', alignItems: 'center', fontSize: 18 }}>\n          <Box\n            bgcolor={theme.palette.primary.lighter}\n            borderRadius={1}\n            component=\"span\"\n            height={44}\n            mr={24}\n            sx={{ display: 'flex', alignItems: 'center', justifyContent: 'center', flexShrink: 0 }}\n            width={44}\n          >\n            <Icon color=\"primary\" name=\"cardiology\" />\n          </Box>\n          {customCopy.bullet_two}\n        </P>\n        <P sx={{ display: 'flex', alignItems: 'center', fontSize: 18 }}>\n          <Box\n            bgcolor={theme.palette.primary.lighter}\n            borderRadius={1}\n            component=\"span\"\n            height={44}\n            mr={24}\n            sx={{ display: 'flex', alignItems: 'center', justifyContent: 'center', flexShrink: 0 }}\n            width={44}\n          >\n            <Icon color=\"primary\" name=\"flare\" />\n          </Box>\n          {customCopy.bullet_three}\n        </P>\n      </Stack>\n      <Stack direction=\"row\" spacing={16}>\n        <Button onClick={handleNextStep} variant=\"contained\">\n          {customCopy.get_started_button}\n        </Button>\n        <Button onClick={completeOnboarding} variant=\"outlined\">\n          {customCopy.skip_button}\n        </Button>\n      </Stack>\n    </Stack>\n  )\n}\n\nexport default observer(StepOne)\n","const ASSETS_URL = 'https://content.moneydesktop.com/storage/MD_Assets/md/cashflow'\n\nexport const CASHFLOW_IMAGES = {\n  CASHFLOW_ONBOARDING: `${ASSETS_URL}/cashflow-onboarding.png`,\n  CASHFLOW_LOADING_ANIMATION: `${ASSETS_URL}/loading-animation.gif`,\n}\n","import React from 'react'\nimport { observer } from 'mobx-react-lite'\n\nimport { H2, P } from '@mxenabled/mxui'\nimport { useGlobalCopyStore } from '../../../common'\n\nimport { CASHFLOW_IMAGES } from '../../constants/CashflowImages'\n\nconst StepTwo: React.FC = () => {\n  const { cashflow: customCopy } = useGlobalCopyStore()\n\n  return (\n    <React.Fragment>\n      <div>\n        <img alt=\"Loading\" src={CASHFLOW_IMAGES.CASHFLOW_LOADING_ANIMATION} />\n      </div>\n      <H2 pb={12} variant=\"h1\">\n        {customCopy.loading_title}\n      </H2>\n      <P>{customCopy.loading_description}</P>\n    </React.Fragment>\n  )\n}\n\nexport default observer(StepTwo)\n","import React, { useState } from 'react'\nimport { observer } from 'mobx-react-lite'\nimport { formatISO } from 'date-fns/formatISO'\nimport { fromUnixTime } from 'date-fns/fromUnixTime'\nimport { getUnixTime } from 'date-fns/getUnixTime'\nimport { startOfMonth } from 'date-fns/startOfMonth'\nimport { startOfToday } from 'date-fns/startOfToday'\nimport { subDays } from 'date-fns/subDays'\n\nimport Box from '@mui/material/Box'\nimport Button from '@mui/material/Button'\nimport Divider from '@mui/material/Divider'\nimport List from '@mui/material/List'\nimport Stack from '@mui/material/Stack'\nimport { keyframes } from '@mui/material/styles'\nimport { useTheme } from '@mui/material/styles'\n\nimport { H2, Icon, P } from '@mxenabled/mxui'\n\nimport StepOne from './components/onboarding/StepOne'\nimport StepTwo from './components/onboarding/StepTwo'\n\nimport {\n  Loader,\n  useCashflowStore,\n  useGlobalCopyStore,\n  useGlobalUiStore,\n  useRecurringTransactionsStore,\n  useScreenSize,\n  useTransactionStore,\n  useUserStore,\n} from '../common'\nimport { type RepeatingTransaction, type Transaction, RepeatingType, Frequency } from '../core'\nimport SubheaderRow from '../common/components/SubheaderRow'\n\nimport { useCashflowUiStore } from './context/hooks'\n\nimport { TransactionRow } from '../transactions'\nimport { incomeFilter, incomeFilterSearch } from '../transactions/utils/Filters'\n\nimport { AddRecurringTransactionDetails } from '../recurringtransactions'\nimport { SelectTransaction } from '../recurringtransactions'\nimport { getNextPaymentDate } from '../core/utils/RecurringTransactionsUtil'\n\nimport { fromUnixToDayOfWeekAndDate } from '../core/utils/DateUtil'\nimport { CASHFLOW_IMAGES } from './constants/CashflowImages'\n\ninterface UpcomingTransactions extends Transaction {\n  nextDate: Date | null\n  frequency: Frequency\n}\n\nconst spin = keyframes`\n  from {\n    transform: rotate(0deg);\n  }\n  to {\n    transform: rotate(360deg);\n  }\n`\n\nconst CashflowOnboarding: React.FC = () => {\n  const { addRepeatingTransaction, repeatingTransactions } = useRecurringTransactionsStore()\n  const { cashflow: customCopy, common: commonCopy } = useGlobalCopyStore()\n  const { user } = useUserStore()\n  const { completeOnboarding } = useCashflowStore()\n  const { isDirty } = useCashflowUiStore()\n  const { isMobile } = useScreenSize()\n  const { isCopyLoaded, setDisplayedDate } = useGlobalUiStore()\n  const { filter, setFilter, transactions } = useTransactionStore()\n  const theme = useTheme()\n\n  const [addIncome, setAddIncome] = useState(true)\n  const [frequency, setFrequency] = React.useState(Frequency.EveryMonth)\n  const [firstDay, setFirstDay] = React.useState(1)\n  const [secondDay, setSecondDay] = React.useState(15)\n  const [isSubmitting, setIsSubmitting] = useState(false)\n  // const [nextDate, setNextDate] = React.useState<Date | null>(null)\n  const [step, setStep] = useState(1)\n  const [selectedTransactions, setSelectedTransactions] = useState<UpcomingTransactions[] | []>([])\n  const [transactionGuid, setTransactionGuid] = useState('')\n\n  const transaction = React.useMemo(\n    () => transactions.find((t) => t.guid === transactionGuid),\n    [transactionGuid, transactions],\n  )\n\n  const canSubmit = !!repeatingTransactions.filter(\n    (r) => r.repeating_transaction_type === RepeatingType.Income,\n  ).length\n\n  const handleGetTransactions = async () => {\n    setStep(2)\n    // set transaction date range and filter by income\n    setDisplayedDate(\n      //  Beginning of the month, 90 days before today\n      startOfMonth(subDays(startOfToday(), 90)),\n      startOfToday(),\n    )\n\n    setFilter({ ...filter, custom: incomeFilter })\n\n    setStep(3)\n  }\n\n  const handleAddIncome = async () => {\n    if (selectedTransactions.length < 1) {\n      return\n    }\n    setIsSubmitting(true)\n\n    // Create Repeating Transactions\n    for (let i = 0; i < selectedTransactions.length; i++) {\n      const upcomingTransaction = selectedTransactions[i]\n\n      const nextDate = getNextPaymentDate(frequency, fromUnixTime(upcomingTransaction.date))\n\n      const repeatingTransaction = {\n        account_guid: upcomingTransaction.account_guid,\n        amount: upcomingTransaction.amount,\n        created_by: 0, //user\n        merchant_guid: upcomingTransaction.merchant_guid,\n        description: upcomingTransaction.feed_description || upcomingTransaction.description,\n        predicted_occurs_on: formatISO(nextDate, { representation: 'date' }),\n        recurrence_day: nextDate.getDay(),\n        recurrence_type: frequency,\n        repeating_transaction_type: RepeatingType.Income,\n        second_recurrence_day: secondDay,\n        transaction_type: upcomingTransaction.transaction_type,\n        user_guid: user.guid,\n      } as RepeatingTransaction\n\n      await addRepeatingTransaction(repeatingTransaction, upcomingTransaction)\n    }\n    await completeOnboarding()\n  }\n\n  const showSelectIncome =\n    (!transaction && addIncome) || (!transaction && selectedTransactions.length < 1)\n\n  if (!isCopyLoaded) {\n    return <Loader />\n  }\n\n  return (\n    <Box\n      sx={{\n        display: 'flex',\n        alignItems: !isMobile ? 'center' : 'flex-start',\n        backgroundColor: theme.palette.background.paper,\n        backgroundImage: !isMobile ? `url(${CASHFLOW_IMAGES.CASHFLOW_ONBOARDING})` : null,\n        backgroundRepeat: 'no-repeat',\n        backgroundPosition: 'left 100px',\n        backgroundSize: '35%',\n        py: 24,\n      }}\n    >\n      {step === 1 && (\n        <Box\n          sx={{\n            ...(isMobile\n              ? { display: 'flex', flexDirection: 'column', maxWidth: '100%', padding: '0 16px' }\n              : { maxWidth: 590, ml: '40%', mr: 90 }),\n          }}\n        >\n          <StepOne handleNextStep={handleGetTransactions} />\n        </Box>\n      )}\n      {step === 2 && (\n        <Box\n          sx={{\n            ...(isMobile\n              ? { display: 'flex', flexDirection: 'column', maxWidth: '100%', padding: '0 16px' }\n              : { maxWidth: 590, ml: '40%', mr: 90 }),\n          }}\n        >\n          <StepTwo />\n        </Box>\n      )}\n      {step === 3 && (\n        <Box\n          sx={{\n            ...(isMobile\n              ? { display: 'flex', flexDirection: 'column', maxWidth: '100%', padding: '0 16px' }\n              : { maxWidth: 590, ml: '40%', mr: 90 }),\n          }}\n        >\n          <H2 pb={12} variant=\"h1\">\n            {customCopy.add_income_title}\n          </H2>\n          <P mb={24}>{customCopy.add_income_description}</P>\n\n          {selectedTransactions.length > 0 && !transaction && (\n            <>\n              <List>\n                {selectedTransactions.map((transaction, index) => {\n                  return (\n                    <React.Fragment key={transaction.guid}>\n                      <SubheaderRow bgcolor=\"background.paper\">\n                        {fromUnixToDayOfWeekAndDate(\n                          getUnixTime(transaction.nextDate || transaction.date),\n                        )}\n                      </SubheaderRow>\n                      <TransactionRow transaction={transaction} />\n                      {index !== selectedTransactions.length - 1 && <Divider />}\n                    </React.Fragment>\n                  )\n                })}\n              </List>\n              <Stack alignItems=\"center\" direction=\"row\">\n                <Divider sx={{ flexGrow: 1 }} />\n                <Button\n                  onClick={() => setAddIncome(true)}\n                  startIcon={<Icon name=\"add\" size={20} />}\n                >\n                  {customCopy.add_income}\n                </Button>\n              </Stack>\n            </>\n          )}\n\n          {showSelectIncome && (\n            <SelectTransaction\n              bgcolor=\"background.paper\"\n              onSearch={(searchValue) =>\n                setFilter({\n                  ...filter,\n                  custom: (transaction: Transaction) =>\n                    searchValue\n                      ? incomeFilterSearch(transaction, searchValue)\n                      : incomeFilter(transaction),\n                })\n              }\n              onSelected={(guid) => {\n                setTransactionGuid(guid)\n                setAddIncome(false)\n              }}\n            />\n          )}\n\n          {!canSubmit && isDirty && (\n            <P color=\"error\" mt={16}>\n              {customCopy.confirm_error}\n            </P>\n          )}\n\n          {transaction && (\n            <>\n              <AddRecurringTransactionDetails\n                bgcolor=\"background.paper\"\n                firstDay={firstDay}\n                frequency={frequency}\n                onFirstDayChange={setFirstDay}\n                onFrequencyChange={setFrequency}\n                onSecondDayChange={setSecondDay}\n                secondDay={secondDay}\n                transaction={transaction}\n              />\n              <Stack direction=\"row\" gap={16} ml={24} mt={32}>\n                <Button\n                  aria-disabled={!transaction}\n                  onClick={() => {\n                    const updatedTransactions = [...selectedTransactions]\n                    updatedTransactions.push({\n                      ...transaction,\n                      nextDate: getNextPaymentDate(frequency, fromUnixTime(transaction.date)),\n                      frequency,\n                    })\n\n                    setSelectedTransactions(updatedTransactions)\n                    setTransactionGuid('')\n                  }}\n                  variant=\"contained\"\n                >\n                  {commonCopy.confirm_button}\n                </Button>\n                <Button\n                  onClick={() => {\n                    setTransactionGuid('')\n                    setAddIncome(true)\n                    handleGetTransactions().finally()\n                  }}\n                  variant=\"outlined\"\n                >\n                  {commonCopy.cancel_button}\n                </Button>\n              </Stack>\n            </>\n          )}\n\n          {selectedTransactions.length > 0 && !transaction && (\n            <Stack direction=\"row\" gap={16} ml={24} mt={32}>\n              <Button\n                aria-disabled={selectedTransactions.length < 1 || isSubmitting}\n                onClick={handleAddIncome}\n                startIcon={\n                  isSubmitting ? (\n                    <Icon\n                      name=\"progress_activity\"\n                      sx={{\n                        animation: `${spin} 2s linear infinite`,\n                      }}\n                    />\n                  ) : null\n                }\n                variant=\"contained\"\n              >\n                {customCopy.confirm_income_button}\n              </Button>\n              <Button onClick={completeOnboarding} variant=\"outlined\">\n                {customCopy.skip_button}\n              </Button>\n            </Stack>\n          )}\n        </Box>\n      )}\n    </Box>\n  )\n}\n\nexport default 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+{"version":3,"file":"index.es.js","sources":["../../src/cashflow/context/hooks.tsx","../../src/cashflow/components/RemainingCash.tsx","../../src/cashflow/components/CashflowWidgetContent.tsx","../../src/cashflow/CashflowMiniWidget.tsx","../../src/cashflow/components/DetailsFooter.tsx","../../src/cashflow/components/DetailsExpenseRow.tsx","../../src/cashflow/components/DetailsExpenseHeader.tsx","../../src/cashflow/util/Filters.ts","../../src/cashflow/components/DetailsTab.tsx","../../src/cashflow/components/SummaryTab.tsx","../../src/cashflow/components/CashflowContent.tsx","../../src/cashflow/components/CashflowAmountHeading.tsx","../../src/cashflow/components/CashflowHeading.tsx","../../src/cashflow/CashflowWidget.tsx","../../src/cashflow/components/onboarding/StepOne.tsx","../../src/cashflow/constants/CashflowImages.ts","../../src/cashflow/components/onboarding/StepTwo.tsx","../../src/cashflow/CashflowOnboarding.tsx"],"sourcesContent":["import React from 'react'\nimport { GlobalDataContext, useCashflowStore } from '../../common'\n\nexport const useCashflowUiStore = () => {\n  const context = React.useContext(GlobalDataContext)\n\n  if (!context) {\n    throw new Error('useCashflowUiStore() must be used within the GlobalDataContext')\n  }\n\n  return useCashflowStore().uiStore\n}\n","import { observer } from 'mobx-react-lite'\n\nimport Box from '@mui/material/Box'\n\nimport { Text } from '@mxenabled/mxui'\n\nimport { useGlobalCopyStore } from '../../common'\nimport { CurrencyText } from '../../common'\n\ninterface RemainingCashProps {\n  remaining: number\n}\n\nconst RemainingCash = ({ remaining }: RemainingCashProps) => {\n  const { cashflow: customCopy } = useGlobalCopyStore()\n\n  const getRemainingCashColor = () => {\n    if (remaining < 0) {\n      return 'error.main'\n    }\n    if (remaining > 0) {\n      return 'success.main'\n    }\n    return 'warning.main'\n  }\n\n  return (\n    <>\n      <Box\n        sx={{\n          borderRadius: '1px',\n          backgroundColor: getRemainingCashColor(),\n          height: 6,\n          width: 6,\n        }}\n      />\n      <Text bold={true} sx={{ flexGrow: 1, fontSize: 12 }}>\n        {customCopy.remaining_cash}\n      </Text>\n      <CurrencyText amount={remaining} bold={true} sx={{ fontSize: 12 }} />\n    </>\n  )\n}\n\nexport default observer(RemainingCash)\n","import { observer } from 'mobx-react-lite'\n\nimport Box from '@mui/material/Box'\nimport Divider from '@mui/material/Divider'\nimport Stack from '@mui/material/Stack'\nimport { useTheme } from '@mui/material/styles'\n\nimport { Icon, P, Text } from '@mxenabled/mxui'\n\nimport {\n  InformationTooltip,\n  Loader,\n  useGlobalCopyStore,\n  useGlobalUiStore,\n  useRecurringTransactionsStore,\n  useScreenSize,\n  useWidgetContainerProvider,\n} from '../../common'\nimport { useCashflowUiStore } from '../context/hooks'\nimport { CurrencyText } from '../../common'\nimport RemainingCash from './RemainingCash'\nimport { buildDynamicCopy } from '../../core/utils/Localization'\n\nconst CashflowWidgetContent = () => {\n  const theme = useTheme()\n  const { availableWidth } = useWidgetContainerProvider()\n  const { isMobile } = useScreenSize()\n\n  const { selectedAccountGuids } = useGlobalUiStore()\n  const { cashflow: customCopy } = useGlobalCopyStore()\n  const { daysUntilNextIncome, expensesTilNextIncome, selectedCashAccounts, selectedCashBalance } =\n    useCashflowUiStore()\n  const { isDataLoaded } = useRecurringTransactionsStore()\n\n  // Plain derivations: observer tracks the observable reads and re-renders\n  // correctly even when arrays are mutated in place by MobX. The account-scoped\n  // balance is a store computed (selectedCashBalance).\n  const filteredExpenseTotal = expensesTilNextIncome\n    .filter((expense) => selectedAccountGuids.includes(expense.accountGuid || ''))\n    .reduce((acc, curr) => acc + curr.amount, 0)\n\n  const availableToSpend = selectedCashBalance - filteredExpenseTotal\n\n  if (!isDataLoaded) {\n    return <Loader height={isMobile ? 210 : 120} />\n  }\n\n  return (\n    <Box className=\"mx-cashflow\" pl={16} pr={16} pt={16}>\n      {availableWidth > 710 ? (\n        <Stack\n          border={`1px solid ${theme.palette.divider}`}\n          borderRadius={1}\n          direction=\"row\"\n          justifyContent=\"space-between\"\n          px={24}\n        >\n          <Stack pb={14} pt={12}>\n            <CurrencyText amount={selectedCashBalance} variant=\"h2\" />\n            <P variant=\"caption\" whiteSpace=\"nowrap\">\n              {\n                buildDynamicCopy(\n                  customCopy.total_cash_accounts,\n                  selectedCashAccounts.length,\n                ) as string\n              }\n            </P>\n          </Stack>\n\n          <Stack pt={18}>\n            <Icon name=\"remove\" />\n          </Stack>\n\n          <Stack pb={14} pt={12}>\n            <CurrencyText amount={filteredExpenseTotal} variant=\"h2\" />\n            <P variant=\"caption\" whiteSpace=\"nowrap\">\n              {buildDynamicCopy(customCopy.expenses_due, expensesTilNextIncome.length) as string}\n            </P>\n          </Stack>\n\n          <Stack pt={18}>\n            <Icon name=\"equal\" />\n          </Stack>\n\n          <Stack pb={14} pr={24} pt={12}>\n            <CurrencyText amount={availableToSpend} variant=\"h2\" />\n            <Stack alignItems=\"center\" direction=\"row\" gap={8}>\n              <P variant=\"caption\" whiteSpace=\"nowrap\">\n                {customCopy.available_to_spend}\n              </P>\n              <InformationTooltip body={customCopy.tooltip_body} title={customCopy.tooltip_title} />\n            </Stack>\n          </Stack>\n\n          <Stack borderLeft={`1px solid ${theme.palette.divider}`} pb={12} pl={24} pt={12}>\n            <>\n              <Text variant=\"h2\">\n                {buildDynamicCopy(customCopy.days, daysUntilNextIncome) as string}\n              </Text>\n              <P variant=\"caption\" whiteSpace=\"nowrap\">\n                {customCopy.next_paycheck}\n              </P>\n            </>\n          </Stack>\n        </Stack>\n      ) : (\n        <Stack border={`1px solid ${theme.palette.divider}`} borderRadius={1}>\n          <Stack direction=\"row\" justifyContent=\"space-between\" p={16}>\n            <Text variant=\"body2\">\n              {\n                buildDynamicCopy(\n                  customCopy.total_cash_accounts,\n                  selectedCashAccounts.length,\n                ) as string\n              }\n            </Text>\n            <CurrencyText amount={selectedCashBalance} bold={true} variant=\"caption\" />\n          </Stack>\n\n          <Divider />\n\n          <Stack direction=\"row\" justifyContent=\"space-between\" p={16}>\n            <Text variant=\"body2\">\n              {buildDynamicCopy(customCopy.expenses_due, expensesTilNextIncome.length) as string}\n            </Text>\n            <CurrencyText amount={filteredExpenseTotal} bold={true} symbol=\"-\" variant=\"caption\" />\n          </Stack>\n\n          <Divider />\n\n          <Stack\n            alignItems=\"center\"\n            bgcolor=\"background.default\"\n            direction=\"row\"\n            gap={8}\n            height={48}\n            justifyContent=\"space-between\"\n            px={16}\n            sx={{ borderBottomLeftRadius: 4, borderBottomRightRadius: 4 }}\n          >\n            <RemainingCash remaining={availableToSpend} />\n          </Stack>\n          <Divider />\n          <Stack direction=\"row\" justifyContent=\"space-between\" p={16}>\n            <Text variant=\"body2\">{customCopy.next_paycheck}</Text>\n            <Text bold={true} variant=\"caption\">\n              {buildDynamicCopy(customCopy.days, daysUntilNextIncome) as string}\n            </Text>\n          </Stack>\n        </Stack>\n      )}\n    </Box>\n  )\n}\n\nexport default observer(CashflowWidgetContent)\n","import React from 'react'\nimport { observer } from 'mobx-react-lite'\n\nimport {\n  EmptyState,\n  Loader,\n  MiniWidgetContainer,\n  useGlobalCopyStore,\n  useGlobalUiStore,\n  useRecurringTransactionsStore,\n  useWidgetLoadTimer,\n} from '../common'\nimport { MiniWidgetProps } from '../core'\n\nimport CashflowWidgetContent from './components/CashflowWidgetContent'\nimport { useCashflowUiStore } from './context/hooks'\n\nconst CashflowMiniWidget: React.FC<MiniWidgetProps> = ({\n  onPrimaryCtaClick,\n  onSecondaryCtaClick,\n  sx = {},\n}) => {\n  const { cashflow: copy } = useGlobalCopyStore()\n  const { isInitialized } = useGlobalUiStore()\n  const { income } = useCashflowUiStore()\n  const { loadRepeatingTransactionData, isDataLoaded } = useRecurringTransactionsStore()\n\n  React.useEffect(() => {\n    if (!isDataLoaded) {\n      loadRepeatingTransactionData().finally()\n    }\n  }, [])\n\n  useWidgetLoadTimer({\n    widgetName: 'CashflowMiniWidget',\n    isLoaded: isDataLoaded,\n  })\n\n  const showEmptyState = isDataLoaded && !income.length\n\n  if (!isInitialized) return <Loader />\n\n  return (\n    <MiniWidgetContainer\n      className=\"mx-exp-cashflow-miniwidget\"\n      onPrimaryCtaClick={onPrimaryCtaClick}\n      primaryCtaLabel={copy.primary_cta}\n      primaryCtaLabelAria={copy.primary_cta_aria}\n      subTitle={showEmptyState || !isDataLoaded ? undefined : copy.sub_title}\n      sx={{ height: '100%', ...sx }}\n      title={copy.title}\n    >\n      {!isDataLoaded && <Loader />}\n      {isDataLoaded &&\n        (showEmptyState ? (\n          <EmptyState\n            header={copy.create}\n            icon=\"local_atm\"\n            onClick={onSecondaryCtaClick}\n            primaryButton={copy.add_income}\n            primaryButtonStartIcon=\"add\"\n            subText={copy.create_description}\n          />\n        ) : (\n          <CashflowWidgetContent />\n        ))}\n    </MiniWidgetContainer>\n  )\n}\n\nexport default observer(CashflowMiniWidget)\n","import ListItem from '@mui/material/ListItem'\n\nimport RemainingCash from './RemainingCash'\n\ninterface DetailsFooterProps {\n  remaining: number\n}\n\nconst DetailsFooter = ({ remaining }: DetailsFooterProps) => {\n  return (\n    <ListItem\n      sx={{\n        alignItems: 'center',\n        backgroundColor: 'background.highlight',\n        display: 'flex',\n        gap: 12,\n        padding: '12px 24px',\n        borderBottomLeftRadius: '3px',\n        borderBottomRightRadius: '3px',\n        minHeight: 'auto',\n      }}\n    >\n      <RemainingCash remaining={remaining} />\n    </ListItem>\n  )\n}\n\nexport default DetailsFooter\n","import React from 'react'\nimport { observer } from 'mobx-react-lite'\n\nimport Divider from '@mui/material/Divider'\nimport ListItem from '@mui/material/ListItem'\nimport Stack from '@mui/material/Stack'\n\nimport { Text } from '@mxenabled/mxui'\n\nimport { DATE_FORMATS_INTL, formatDate } from '../../core/constants'\nimport { type Recurrence } from '../../core'\nimport { CurrencyText } from '../../common'\n\nexport enum ExpenseType {\n  EXPENSE = 'expense',\n  INCOME = 'income',\n}\n\ninterface DetailsExpenseRowType {\n  recurrence: Recurrence\n}\n\nconst DetailsExpenseRow: React.FC<DetailsExpenseRowType> = ({ recurrence }) => {\n  return (\n    <>\n      <ListItem sx={{ display: 'flex', alignItems: 'center', gap: 16, px: 24, py: 12 }}>\n        <Stack alignItems=\"center\" height={32} width={32}>\n          <Text bold={true} sx={{ fontSize: 11 }}>\n            {formatDate(recurrence.expectedDate, DATE_FORMATS_INTL.MONTH)}\n          </Text>\n          <Text bold={true} sx={{ fontSize: 11 }}>\n            {formatDate(recurrence.expectedDate, DATE_FORMATS_INTL.DAY)}\n          </Text>\n        </Stack>\n        <Text sx={{ flexGrow: 1, fontSize: 13 }}>{recurrence.name}</Text>\n        <CurrencyText\n          amount={recurrence.amount}\n          bold={true}\n          sx={{ textAlign: 'right', fontSize: 13 }}\n        />\n      </ListItem>\n      <Divider />\n    </>\n  )\n}\n\nexport default observer(DetailsExpenseRow)\n","import React from 'react'\nimport { observer } from 'mobx-react-lite'\n\nimport Divider from '@mui/material/Divider'\nimport ListSubheader from '@mui/material/ListSubheader'\n\nimport { Text } from '@mxenabled/mxui'\n\nimport { useGlobalCopyStore } from '../../common'\nimport { ExpenseType } from './DetailsExpenseRow'\nimport { formatCurrency } from '../../core/utils/NumberFormatting'\n\ninterface DetailsExpenseHeaderProps {\n  total: number\n  type: ExpenseType\n}\n\nconst DetailsExpenseHeader: React.FC<DetailsExpenseHeaderProps> = ({ total, type }) => {\n  const { cashflow: customCopy } = useGlobalCopyStore()\n\n  return (\n    <>\n      <ListSubheader\n        sx={{\n          alignItems: 'center',\n          backgroundColor: 'background.highlight',\n          display: 'flex',\n          justifyContent: 'space-between',\n          pb: 4,\n          pt: 12,\n          px: 24,\n        }}\n      >\n        <Text bold={true} sx={{ fontSize: 12 }}>\n          {type === ExpenseType.EXPENSE ? customCopy.expenses : customCopy.income}\n        </Text>\n        <Text bold={true} sx={{ fontSize: 13 }}>\n          {type === ExpenseType.EXPENSE ? '-' : '+'}\n          {formatCurrency(total, '0,0.00')}\n        </Text>\n      </ListSubheader>\n      <Divider />\n    </>\n  )\n}\n\nexport default observer(DetailsExpenseHeader)\n","import type { Account, Recurrence } from '../../core'\nimport { isAfter } from 'date-fns/isAfter'\nimport { isBefore } from 'date-fns/isBefore'\nimport { isToday } from 'date-fns/isToday'\n\n/**\n * Returns recurrences that match the given account and date range\n * @param account The account\n * @param dateRange The date range\n */\nexport const recurrenceFilter =\n  (account: Account, dateRange: { start: Date; end: Date }) => (r: Recurrence) =>\n    r.accountGuid === account.guid &&\n    (isToday(r.expectedDate) || isAfter(r.expectedDate, dateRange.start)) &&\n    isBefore(r.expectedDate, dateRange.end)\n","import { observer } from 'mobx-react-lite'\nimport { getUnixTime } from 'date-fns/getUnixTime'\n\nimport Divider from '@mui/material/Divider'\nimport List from '@mui/material/List'\nimport ListItem from '@mui/material/ListItem'\nimport Stack from '@mui/material/Stack'\n\nimport { Text } from '@mxenabled/mxui'\n\nimport AccountListItem from '../../accounts/components/AccountListItem'\nimport DetailsFooter from './DetailsFooter'\nimport DetailsExpenseRow, { ExpenseType } from './DetailsExpenseRow'\nimport DetailsExpenseHeader from './DetailsExpenseHeader'\n\nimport { useAppConfig, useGlobalCopyStore, useWidgetContainerProvider } from '../../common'\nimport { DATE_FORMATS_INTL, formatDate } from '../../core/constants'\nimport { type Account, type Recurrence } from '../../core'\nimport { useCashflowUiStore } from '../context/hooks'\nimport { recurrenceFilter } from '../util/Filters'\nimport { getAccountStartingBalance } from '../../core/utils/AccountUtils'\n\nconst DetailsTab = () => {\n  const { availableWidth } = useWidgetContainerProvider()\n  const { cashflow: customCopy } = useGlobalCopyStore()\n  const {\n    config: { display_available_balance_in_accounts: useAvailable },\n  } = useAppConfig()\n  const { dateRange, selectedCashAccounts, upcomingExpenses, upcomingIncome } = useCashflowUiStore()\n\n  return (\n    <Stack>\n      <Stack direction={availableWidth < 400 ? 'column' : 'row'} justifyContent=\"space-between\">\n        <Text bold={true} sx={{ fontSize: 15, mb: 12 }}>\n          {customCopy.accounts_breakdown}\n        </Text>\n        <Text bold={true} sx={{ fontSize: 15, mb: 12 }}>\n          {formatDate(dateRange.start, DATE_FORMATS_INTL.FULL_MONTH_DAY)} -{' '}\n          {formatDate(dateRange.end, DATE_FORMATS_INTL.FULL_MONTH_DAY)}\n        </Text>\n      </Stack>\n\n      <Stack>\n        {selectedCashAccounts.map((account: Account) => {\n          const upcomingIncomeByAccount = upcomingIncome\n            .filter(recurrenceFilter(account, dateRange))\n            .sort((a, b) => getUnixTime(a.expectedDate) - getUnixTime(b.expectedDate))\n\n          const projectedExpensesByAccount = upcomingExpenses.filter(\n            recurrenceFilter(account, dateRange),\n          )\n\n          const incomeTotal = upcomingIncomeByAccount.reduce(\n            (acc: number, curr: Recurrence) => acc + curr.amount,\n            0,\n          )\n          const expenseTotal = projectedExpensesByAccount.reduce(\n            (acc, curr) => acc + curr.amount,\n            0,\n          )\n\n          const remainingBalance =\n            getAccountStartingBalance(account, useAvailable) + incomeTotal - expenseTotal\n\n          return (\n            <List\n              key={account.guid}\n              sx={{\n                border: '1px solid',\n                borderColor: 'neutral.light',\n                mb: 24,\n                borderRadius: 1,\n              }}\n            >\n              <AccountListItem\n                account={account}\n                listItemProps={{\n                  disableGutters: false,\n                  disablePadding: false,\n                  sx: { borderTopRadius: 1, pr: 24 },\n                }}\n              />\n              <Divider />\n              {/* Income */}\n              {upcomingIncomeByAccount.length > 0 && (\n                <ListItem>\n                  <List\n                    subheader={\n                      <DetailsExpenseHeader total={incomeTotal} type={ExpenseType.INCOME} />\n                    }\n                    sx={{ width: '100%' }}\n                  >\n                    {upcomingIncomeByAccount.map((r) => (\n                      <DetailsExpenseRow key={r.repeatingTransactionGuid} recurrence={r} />\n                    ))}\n                  </List>\n                </ListItem>\n              )}\n              {/* Expenses */}\n              {projectedExpensesByAccount.length > 0 && (\n                <ListItem>\n                  <List\n                    subheader={\n                      <DetailsExpenseHeader total={expenseTotal} type={ExpenseType.EXPENSE} />\n                    }\n                    sx={{ width: '100%' }}\n                  >\n                    {projectedExpensesByAccount.map((r) => (\n                      <DetailsExpenseRow key={r.repeatingTransactionGuid} recurrence={r} />\n                    ))}\n                  </List>\n                </ListItem>\n              )}\n              {/* Bottom row total */}\n              <DetailsFooter remaining={remainingBalance} />\n            </List>\n          )\n        })}\n      </Stack>\n    </Stack>\n  )\n}\n\nexport default observer(DetailsTab)\n","import React from 'react'\nimport { observer } from 'mobx-react-lite'\n\nimport Box from '@mui/material/Box'\nimport Divider from '@mui/material/Divider'\nimport List from '@mui/material/List'\nimport ListItem from '@mui/material/ListItem'\nimport Stack from '@mui/material/Stack'\nimport { useTheme } from '@mui/material/styles'\nimport { alpha } from '@mui/material/styles'\n\nimport { DataGridPro, GridColDef } from '@mui/x-data-grid-pro'\n\nimport { InstitutionLogo, Text } from '@mxenabled/mxui'\n\nimport {\n  CurrencyText,\n  InformationTooltip,\n  useAppConfig,\n  useGlobalCopyStore,\n  useWidgetContainerProvider,\n} from '../../common'\nimport { DATE_FORMATS_INTL, formatDate } from '../../core/constants'\nimport { type Account } from '../../core'\nimport { useCashflowUiStore } from '../context/hooks'\nimport { recurrenceFilter } from '../util/Filters'\n\nimport RemainingCash from './RemainingCash'\nimport { formatCurrency } from '../../core/utils/NumberFormatting'\nimport { getAccountStartingBalance } from '../../core/utils/AccountUtils'\n\nconst SummaryTab = () => {\n  const { availableWidth } = useWidgetContainerProvider()\n  const theme = useTheme()\n  const { cashflow: customCopy } = useGlobalCopyStore()\n  const {\n    config: { display_available_balance_in_accounts: useAvailable },\n  } = useAppConfig()\n  const { dateRange, selectedCashAccounts, upcomingExpenses, upcomingIncome } = useCashflowUiStore()\n\n  const columns: GridColDef[] = [\n    {\n      field: 'account',\n      flex: 1.5,\n      headerName: customCopy.accounts,\n      renderCell: ({ value: { name, nickname, institution_guid, account_number } }) => {\n        const accountName = nickname || name\n\n        return (\n          <Stack alignItems=\"center\" flexDirection=\"row\" gap={12}>\n            <InstitutionLogo\n              alt={customCopy.institution_logo}\n              institutionGuid={institution_guid || ''}\n              size={16}\n            />\n            <Text variant=\"body2\">{`${accountName} ${account_number ? `*${account_number}` : ''}`}</Text>\n          </Stack>\n        )\n      },\n    },\n    {\n      field: 'balance',\n      flex: 1,\n      headerName: customCopy.balance,\n      type: 'number',\n      renderCell: (params) => (\n        <Text color={theme.palette.text.primary} variant=\"body2\">\n          {formatCurrency(params.value, '0,0.00')}\n        </Text>\n      ),\n    },\n    {\n      field: 'income',\n      flex: 1,\n      headerName: customCopy.projected_income,\n      type: 'number',\n      renderCell: (params) => (\n        <Text color={theme.palette.text.primary} variant=\"body2\">\n          {`+${formatCurrency(params.value, '0,0.00')}`}\n        </Text>\n      ),\n    },\n    {\n      field: 'expenses',\n      flex: 1.1,\n      headerName: customCopy.projected_expenses,\n      type: 'number',\n      renderCell: (params) => (\n        <Text color={theme.palette.text.primary} variant=\"body2\">\n          {`-${formatCurrency(params.value, '0,0.00')}`}\n        </Text>\n      ),\n    },\n    {\n      field: 'remaining',\n      flex: 1,\n      headerName: customCopy.remaining,\n      type: 'number',\n      renderCell: (params) => {\n        const total = params.row.balance + params.row.income - params.row.expenses\n\n        return (\n          <Text\n            color={Math.sign(total) === -1 ? theme.palette.error.main : theme.palette.text.primary}\n            variant=\"body2\"\n          >\n            {formatCurrency(total, '0,0.00')}\n          </Text>\n        )\n      },\n    },\n  ]\n\n  const rows = React.useMemo(() => {\n    return selectedCashAccounts.map((account: Account) => {\n      const totalprojectedExpenses = upcomingExpenses\n        .filter(recurrenceFilter(account, dateRange))\n        .reduce((acc, curr) => acc + curr.amount, 0)\n\n      const totalProjectedIncome = upcomingIncome\n        .filter(recurrenceFilter(account, dateRange))\n        .reduce((acc, curr) => acc + curr.amount, 0)\n\n      const startingBalance = getAccountStartingBalance(account, useAvailable)\n      const remaining = startingBalance + totalProjectedIncome - totalprojectedExpenses\n\n      return {\n        account,\n        balance: startingBalance,\n        id: account.guid,\n        income: totalProjectedIncome,\n        expenses: totalprojectedExpenses,\n        remaining,\n      }\n    })\n  }, [selectedCashAccounts, upcomingExpenses, upcomingIncome, useAvailable, dateRange])\n\n  return (\n    <Box\n      sx={{\n        width: '100%',\n      }}\n    >\n      <Stack\n        direction={availableWidth < 540 ? 'column' : 'row'}\n        justifyContent=\"space-between\"\n        mb={12}\n      >\n        <Stack alignItems=\"center\" direction=\"row\" gap={8}>\n          <Text\n            bold={true}\n            sx={{\n              fontSize: 15,\n            }}\n          >\n            {customCopy.cash_inflow_and_outflow}\n          </Text>\n          <InformationTooltip\n            body={customCopy.table_tooltip_body}\n            title={customCopy.table_tooltip_title}\n          />\n        </Stack>\n        <Text bold={true} sx={{ fontSize: 15 }}>\n          {formatDate(dateRange.start, DATE_FORMATS_INTL.FULL_MONTH_DAY)} -{' '}\n          {formatDate(dateRange.end, DATE_FORMATS_INTL.FULL_MONTH_DAY)}\n        </Text>\n      </Stack>\n      {availableWidth > 650 ? (\n        <DataGridPro\n          columnHeaderHeight={48}\n          columns={columns}\n          density=\"standard\"\n          disableColumnMenu={true}\n          disableRowSelectionOnClick={true}\n          hideFooter={true}\n          rowHeight={48}\n          rows={rows}\n          sx={{\n            border: '1px solid',\n            borderColor: 'neutral.light',\n            borderRadius: 1,\n            '& .MuiDataGrid-columnHeader .MuiIconButton-root': {\n              color: theme.palette.primary.main,\n              '&:hover': {\n                backgroundColor: alpha(theme.palette.primary.main, 0.1),\n              },\n            },\n            '& .MuiDataGrid-columnHeaderTitle': {\n              fontFamily: theme.typography.h3.fontFamily,\n              fontSize: theme.typography.body2.fontSize,\n            },\n            '& .MuiDataGrid-sortIcon': {\n              color: theme.palette.primary.main,\n            },\n          }}\n        />\n      ) : (\n        rows.map((row) => {\n          const { name, nickname, institution_guid, account_number } = row.account\n          const accountName = nickname || name\n\n          return (\n            <List\n              key={row.id}\n              sx={{\n                border: '1px solid',\n                borderColor: 'neutral.light',\n                borderRadius: 1,\n                marginBottom: 24,\n              }}\n            >\n              <ListItem sx={{ minHeight: 'auto' }}>\n                <Stack width=\"100%\">\n                  <Stack\n                    alignItems=\"center\"\n                    flexDirection=\"row\"\n                    justifyContent=\"space-between\"\n                    px={16}\n                    py={12}\n                  >\n                    <Stack alignItems=\"center\" flexDirection=\"row\" gap={8} width=\"50%\">\n                      <InstitutionLogo\n                        alt={customCopy.institution_logo}\n                        institutionGuid={institution_guid || ''}\n                        size={16}\n                      />\n                      <Text variant=\"body2\">{`${accountName} ${account_number ? `*${account_number}` : ''}`}</Text>\n                    </Stack>\n                    <CurrencyText amount={row.balance} bold={true} variant=\"body2\" />\n                  </Stack>\n                  <Divider sx={{ width: '100%' }} />\n                  <Stack\n                    alignItems=\"center\"\n                    flexDirection=\"row\"\n                    justifyContent=\"space-between\"\n                    px={16}\n                    py={12}\n                  >\n                    <Text variant=\"body2\">{customCopy.projected_income}</Text>\n                    <CurrencyText amount={row.income} bold={true} symbol=\"+\" variant=\"body2\" />\n                  </Stack>\n                  <Divider sx={{ width: '100%' }} />\n                  <Stack\n                    alignItems=\"center\"\n                    flexDirection=\"row\"\n                    justifyContent=\"space-between\"\n                    px={16}\n                    py={12}\n                  >\n                    <Text variant=\"body2\">{customCopy.projected_expenses}</Text>\n                    <CurrencyText amount={row.expenses} bold={true} symbol=\"-\" variant=\"body2\" />\n                  </Stack>\n                  <Divider sx={{ width: '100%' }} />\n                  <Stack\n                    alignItems=\"center\"\n                    bgcolor=\"background.default\"\n                    flexDirection=\"row\"\n                    gap={8}\n                    justifyContent=\"space-between\"\n                    px={16}\n                    py={12}\n                    sx={{ borderBottomLeftRadius: '4px', borderBottomRightRadius: '4px' }}\n                  >\n                    <RemainingCash remaining={row.remaining} />\n                  </Stack>\n                </Stack>\n              </ListItem>\n            </List>\n          )\n        })\n      )}\n    </Box>\n  )\n}\n\nexport default observer(SummaryTab)\n","import React from 'react'\nimport { observer } from 'mobx-react-lite'\n\nimport Box from '@mui/material/Box'\nimport Tabs from '@mui/material/Tabs'\nimport Tab from '@mui/material/Tab'\n\nimport DetailsTab from './DetailsTab'\nimport SummaryTab from './SummaryTab'\nimport { TabContentContainer, useEvent, useGlobalCopyStore, useScreenSize } from '../../common'\n\nconst CashflowContent: React.FC = () => {\n  const { cashflow: customCopy } = useGlobalCopyStore()\n  const { isDesktop } = useScreenSize()\n  const { onEvent } = useEvent()\n\n  const [value, setValue] = React.useState(0)\n\n  const handleChange = (_event: React.SyntheticEvent, newValue: number) => {\n    setValue(newValue)\n  }\n\n  React.useEffect(() => {\n    onEvent(value === 0 ? 'cash_flow_summary' : 'cash_flow_details')\n  }, [value])\n\n  return (\n    <Box>\n      <Tabs\n        aria-label={customCopy.cashflow_summary_and_details}\n        centered={true}\n        onChange={handleChange}\n        textColor=\"primary\"\n        value={value}\n        variant=\"fullWidth\"\n      >\n        <Tab\n          aria-controls=\"cashflow-tabpanel-0\"\n          id=\"cashflow-tab-0\"\n          label={customCopy.summary}\n          sx={{\n            textTransform: 'none',\n          }}\n        />\n        <Tab\n          aria-controls=\"cashflow-tabpanel-1\"\n          id=\"cashflow-tab-1\"\n          label={customCopy.details}\n          sx={{\n            textTransform: 'none',\n          }}\n        />\n      </Tabs>\n      <Box sx={{ mb: 32 }} />\n      <TabContentContainer index={0} name=\"cashflow\" value={value}>\n        <Box sx={{ m: isDesktop ? 48 : 16 }}>\n          <SummaryTab />\n        </Box>\n      </TabContentContainer>\n      <TabContentContainer index={1} name=\"cashflow\" value={value}>\n        <Box sx={{ m: isDesktop ? 48 : 16 }}>\n          <DetailsTab />\n        </Box>\n      </TabContentContainer>\n    </Box>\n  )\n}\n\nexport default observer(CashflowContent)\n","import React from 'react'\n\nimport Stack from '@mui/material/Stack'\n\nimport { Text } from '@mxenabled/mxui'\n\nimport { CurrencyText } from '../../common/components/CurrencyText'\n\ninterface CashflowAmountHeadingProps {\n  amount: number\n  isMobile?: boolean\n  isTotal?: boolean\n  label: string\n  symbol?: string\n  tooltip?: React.ReactNode\n}\n\nconst CashflowAmountHeading: React.FC<CashflowAmountHeadingProps> = ({\n  amount,\n  isMobile = false,\n  isTotal = false,\n  label,\n  symbol,\n  tooltip,\n}) => {\n  return (\n    <Stack\n      bgcolor={isTotal ? 'background.default' : 'transparent'}\n      direction={isMobile ? 'row' : 'column'}\n      justifyContent={isMobile ? 'space-between' : 'initial'}\n      padding={isMobile ? '14px 16px' : 0}\n      sx={{ borderBottomLeftRadius: 4, borderBottomRightRadius: 4 }}\n    >\n      {!isMobile && <CurrencyText amount={amount} component=\"h2\" variant=\"h2\" />}\n      <Stack alignItems=\"center\" component=\"span\" direction=\"row\" gap={8} mt={2}>\n        <Text bold={isTotal} variant=\"body2\">\n          {label}\n        </Text>\n        {tooltip}\n      </Stack>\n      {isMobile && <CurrencyText amount={amount} component=\"h2\" symbol={symbol} variant=\"body2\" />}\n    </Stack>\n  )\n}\n\nexport default CashflowAmountHeading\n","import React from 'react'\nimport { observer } from 'mobx-react-lite'\nimport { isAfter } from 'date-fns/isAfter'\nimport { isBefore } from 'date-fns/isBefore'\nimport { isToday } from 'date-fns/isToday'\n\nimport Button from '@mui/material/Button'\nimport Divider from '@mui/material/Divider'\nimport Stack from '@mui/material/Stack'\n\nimport { Icon, Text } from '@mxenabled/mxui'\n\nimport {\n  Drawer,\n  InformationTooltip,\n  useGlobalCopyStore,\n  useGlobalUiStore,\n  useRecurringTransactionsStore,\n  useWidgetContainerProvider,\n} from '../../common'\nimport { type Recurrence } from '../../core'\n\nimport { ManageIncome } from '../../recurringtransactions'\n\nimport CashflowAmountHeading from './CashflowAmountHeading'\nimport { useCashflowUiStore } from '../context/hooks'\nimport { buildDynamicCopy } from '../../core/utils/Localization'\n\n// This filter only includes activities that have an account guid that matches an account guid\n// in the given list of accountGuids and is within the given date range\nconst recurrenceAccountFilter =\n  (accountGuids: string[], dateRange: { start: Date; end: Date }) => (r: Recurrence) =>\n    r.accountGuid &&\n    accountGuids.includes(r.accountGuid) &&\n    (isToday(r.expectedDate) || isAfter(r.expectedDate, dateRange.start)) &&\n    isBefore(r.expectedDate, dateRange.end)\n\nconst CashflowHeading: React.FC = () => {\n  const { availableWidth } = useWidgetContainerProvider()\n  const { cashflow: customCopy } = useGlobalCopyStore()\n\n  const { isDataLoaded } = useRecurringTransactionsStore()\n  const { selectedAccountGuids } = useGlobalUiStore()\n  const {\n    dateRange,\n    income,\n    selectedCashAccounts,\n    selectedCashBalance,\n    upcomingExpenses,\n    upcomingIncome,\n  } = useCashflowUiStore()\n\n  const [isOpen, setIsOpen] = React.useState(false)\n\n  // Plain derivations: observer tracks the observable reads, so no useMemo is\n  // needed. The account-scoped balance is a store computed (selectedCashBalance).\n  const filteredExpenses = upcomingExpenses.filter(\n    recurrenceAccountFilter(selectedAccountGuids, dateRange),\n  )\n\n  const filteredIncome = upcomingIncome.filter(\n    recurrenceAccountFilter(selectedAccountGuids, dateRange),\n  )\n\n  const cashBalance = selectedCashBalance\n\n  const totalUpcomingExpenses = filteredExpenses.reduce((acc, curr) => acc + curr.amount, 0)\n  const totalUpcomingIncome = filteredIncome.reduce((acc, curr) => acc + curr.amount, 0)\n  const availableToSpend = cashBalance - totalUpcomingExpenses + totalUpcomingIncome\n\n  const hasRecurringIncome = isDataLoaded && income.length > 0\n  const isMobile = availableWidth < 725\n\n  return (\n    <Stack sx={{ mx: isMobile ? 16 : 0, my: isMobile ? 24 : 42 }}>\n      <Stack\n        border={isMobile ? '1px solid' : 'none'}\n        borderColor=\"neutral.light\"\n        borderRadius={2}\n        flexDirection={isMobile ? 'column' : 'row'}\n        gap={isMobile ? 0 : 24}\n        justifyContent=\"center\"\n      >\n        <CashflowAmountHeading\n          amount={cashBalance}\n          isMobile={isMobile}\n          label={buildDynamicCopy(customCopy.cash_and_bank, selectedCashAccounts.length) as string}\n        />\n\n        {isMobile && <Divider />}\n        {hasRecurringIncome ? (\n          <>\n            {!isMobile && <Text sx={{ fontSize: 25, lineHeight: 1 }}>+</Text>}\n            <CashflowAmountHeading\n              amount={totalUpcomingIncome}\n              isMobile={isMobile}\n              label={customCopy.to_be_received}\n              symbol={isMobile ? '+' : undefined}\n            />\n          </>\n        ) : (\n          <Button\n            onClick={() => setIsOpen(true)}\n            startIcon={<Icon name=\"add\" />}\n            sx={{ fontSize: 13 }}\n          >\n            {customCopy.add_income}\n          </Button>\n        )}\n\n        {isMobile ? <Divider /> : <Text sx={{ fontSize: 25, lineHeight: 1 }}>-</Text>}\n\n        <CashflowAmountHeading\n          amount={totalUpcomingExpenses}\n          isMobile={isMobile}\n          label={buildDynamicCopy(customCopy.to_be_paid_out, filteredExpenses.length) as string}\n          symbol={isMobile ? '-' : undefined}\n        />\n\n        {isMobile ? <Divider /> : <Text sx={{ fontSize: 25, lineHeight: 1 }}>=</Text>}\n\n        <CashflowAmountHeading\n          amount={availableToSpend}\n          isMobile={isMobile}\n          isTotal={isMobile}\n          label={customCopy.remaining_cash}\n          tooltip={\n            <InformationTooltip\n              body={customCopy.remaining_income_tooltip_body}\n              title={customCopy.remaining_income_tooltip_title}\n            />\n          }\n        />\n      </Stack>\n\n      <Drawer\n        ariaLabelClose={customCopy.close_manage_income_aria}\n        isOpen={isOpen}\n        onClose={() => setIsOpen(false)}\n        shouldShowHeaderBorders={false}\n        title={customCopy.manage_income}\n      >\n        <ManageIncome />\n      </Drawer>\n    </Stack>\n  )\n}\n\nexport default observer(CashflowHeading)\n","import React from 'react'\nimport { observer } from 'mobx-react-lite'\n\nimport {\n  ANALYTICS_EVENTS,\n  Drawer,\n  Loader,\n  useAccountStore,\n  useAppConfig,\n  useEvent,\n  useGlobalCopyStore,\n  useGlobalUiStore,\n  useRecurringTransactionsStore,\n  useTransactionStore,\n  useWidgetLoadTimer,\n  WidgetContainer,\n} from '../common'\nimport { AccountType, WidgetProps } from '../core'\n\nimport { RecurringSettings } from '../recurringtransactions'\n\nimport CashflowContent from './components/CashflowContent'\nimport CashflowHeading from './components/CashflowHeading'\nimport { useCashflowUiStore } from './context/hooks'\nimport { subDays } from 'date-fns/subDays'\nimport { startOfToday } from 'date-fns/startOfToday'\nimport { endOfToday } from 'date-fns/endOfToday'\n\nconst CashflowWidget: React.FC<WidgetProps> = ({ onBackClick, onMenuClick, sx = {} }) => {\n  const { selectedAccounts, selectedAccountGuids, shouldDisableNextDate, shouldDisablePrevDate } =\n    useGlobalUiStore()\n\n  const { onEvent } = useEvent()\n  const { clientConfig } = useAppConfig()\n  const { visibleCashAccounts: cashAccounts } = useAccountStore()\n  const { setFilter } = useTransactionStore()\n  const { dateRange } = useCashflowUiStore()\n  const { loadRepeatingTransactionData, isDataLoaded } = useRecurringTransactionsStore()\n  const { cashflow: customCopy, recurring: recurringCopy } = useGlobalCopyStore()\n  const { isInitialized } = useGlobalUiStore()\n\n  const view = clientConfig?.master?.deep_link_params?.view\n  const isManageIncomeView = view === 'manage_income'\n  const [isSettingsOpen, setIsSettingsOpen] = React.useState(isManageIncomeView)\n\n  React.useEffect(() => {\n    if (!isDataLoaded) {\n      loadRepeatingTransactionData().finally()\n    }\n  }, [])\n\n  React.useEffect(() => {\n    const cashAccountGuids = cashAccounts.map((account) => account.guid)\n    const selAccts = selectedAccounts.filter(\n      (account) =>\n        selectedAccountGuids.includes(account.guid) && cashAccountGuids.includes(account.guid),\n    )\n    setFilter({\n      dateRange: { start: subDays(startOfToday(), 90), end: endOfToday() },\n      accounts: selAccts.map((a) => a.guid),\n    })\n  }, [cashAccounts, selectedAccounts])\n\n  useWidgetLoadTimer({\n    widgetName: 'CashflowWidget',\n    isLoaded: isDataLoaded,\n  })\n\n  if (!isInitialized) return <Loader />\n\n  return (\n    <WidgetContainer\n      actions={[\n        {\n          label: recurringCopy.action_title,\n          iconName: 'credit_card_gear',\n          onClick: () => {\n            setIsSettingsOpen(true)\n            onEvent(ANALYTICS_EVENTS.CASH_FLOW_CLICK_SETTINGS)\n          },\n        },\n      ]}\n      allowedAccountTypes={[\n        AccountType.CASH,\n        AccountType.CHECKING,\n        AccountType.PREPAID,\n        AccountType.SAVINGS,\n        AccountType.CHECKING_LINE_OF_CREDIT,\n      ]}\n      calendarActions={{\n        shouldDisableNext: shouldDisableNextDate,\n        shouldDisablePrevious: shouldDisablePrevDate,\n        shouldDisablePicker: true,\n        onRangeChanged: () => {},\n      }}\n      dateRange={dateRange}\n      dateRangeVariant=\"readonly\"\n      hasDivider={true}\n      onAccountsFilterClick={() => onEvent(ANALYTICS_EVENTS.CASH_FLOW_CLICK_FILTER)}\n      onBackClick={onBackClick}\n      onMenuClick={onMenuClick}\n      sx={sx}\n      title={customCopy.title}\n    >\n      <CashflowHeading />\n\n      <CashflowContent />\n\n      <Drawer\n        ariaLabelClose={customCopy.close_settings_aria}\n        isOpen={isSettingsOpen}\n        onClose={() => setIsSettingsOpen(false)}\n        shouldShowHeaderBorders={false}\n        title={recurringCopy.action_title}\n      >\n        <RecurringSettings defaultSelectedTab={isManageIncomeView ? 1 : 0} />\n      </Drawer>\n    </WidgetContainer>\n  )\n}\n\nexport default observer(CashflowWidget)\n","import React from 'react'\nimport { observer } from 'mobx-react-lite'\n\nimport Box from '@mui/material/Box'\nimport Button from '@mui/material/Button'\nimport Stack from '@mui/material/Stack'\n\nimport { H2, H3, Icon, P } from '@mxenabled/mxui'\nimport { useTheme } from '@mui/material/styles'\nimport { useCashflowStore, useGlobalCopyStore } from '../../../common'\n\ninterface StepOneProps {\n  handleNextStep: () => void\n}\n\nconst StepOne: React.FC<StepOneProps> = ({ handleNextStep }) => {\n  const { completeOnboarding } = useCashflowStore()\n  const { cashflow: customCopy } = useGlobalCopyStore()\n\n  const theme = useTheme()\n\n  return (\n    <Stack>\n      <H2 pb={12} variant=\"h1\">\n        {customCopy.welcome_title}\n      </H2>\n      <H3 color={theme.palette.primary.light} pb={8}>\n        {customCopy.welcome_sub_title}\n      </H3>\n      <P pb={32}>{customCopy.welcome_description}</P>\n      <Stack direction=\"column\" mb={32} spacing={32}>\n        <P sx={{ display: 'flex', alignItems: 'center', fontSize: 18 }}>\n          <Box\n            bgcolor={theme.palette.primary.lighter}\n            borderRadius={1}\n            component=\"span\"\n            height={44}\n            mr={24}\n            sx={{ display: 'flex', alignItems: 'center', justifyContent: 'center', flexShrink: 0 }}\n            width={44}\n          >\n            <Icon color=\"primary\" name=\"currency_exchange\" />\n          </Box>\n          {customCopy.bullet_one}\n        </P>\n        <P sx={{ display: 'flex', alignItems: 'center', fontSize: 18 }}>\n          <Box\n            bgcolor={theme.palette.primary.lighter}\n            borderRadius={1}\n            component=\"span\"\n            height={44}\n            mr={24}\n            sx={{ display: 'flex', alignItems: 'center', justifyContent: 'center', flexShrink: 0 }}\n            width={44}\n          >\n            <Icon color=\"primary\" name=\"cardiology\" />\n          </Box>\n          {customCopy.bullet_two}\n        </P>\n        <P sx={{ display: 'flex', alignItems: 'center', fontSize: 18 }}>\n          <Box\n            bgcolor={theme.palette.primary.lighter}\n            borderRadius={1}\n            component=\"span\"\n            height={44}\n            mr={24}\n            sx={{ display: 'flex', alignItems: 'center', justifyContent: 'center', flexShrink: 0 }}\n            width={44}\n          >\n            <Icon color=\"primary\" name=\"flare\" />\n          </Box>\n          {customCopy.bullet_three}\n        </P>\n      </Stack>\n      <Stack direction=\"row\" spacing={16}>\n        <Button onClick={handleNextStep} variant=\"contained\">\n          {customCopy.get_started_button}\n        </Button>\n        <Button onClick={completeOnboarding} variant=\"outlined\">\n          {customCopy.skip_button}\n        </Button>\n      </Stack>\n    </Stack>\n  )\n}\n\nexport default observer(StepOne)\n","const ASSETS_URL = 'https://content.moneydesktop.com/storage/MD_Assets/md/cashflow'\n\nexport const CASHFLOW_IMAGES = {\n  CASHFLOW_ONBOARDING: `${ASSETS_URL}/cashflow-onboarding.png`,\n  CASHFLOW_LOADING_ANIMATION: `${ASSETS_URL}/loading-animation.gif`,\n}\n","import React from 'react'\nimport { observer } from 'mobx-react-lite'\n\nimport { H2, P } from '@mxenabled/mxui'\nimport { useGlobalCopyStore } from '../../../common'\n\nimport { CASHFLOW_IMAGES } from '../../constants/CashflowImages'\n\nconst StepTwo: React.FC = () => {\n  const { cashflow: customCopy } = useGlobalCopyStore()\n\n  return (\n    <React.Fragment>\n      <div>\n        <img alt=\"Loading\" src={CASHFLOW_IMAGES.CASHFLOW_LOADING_ANIMATION} />\n      </div>\n      <H2 pb={12} variant=\"h1\">\n        {customCopy.loading_title}\n      </H2>\n      <P>{customCopy.loading_description}</P>\n    </React.Fragment>\n  )\n}\n\nexport default observer(StepTwo)\n","import React, { useState } from 'react'\nimport { observer } from 'mobx-react-lite'\nimport { formatISO } from 'date-fns/formatISO'\nimport { fromUnixTime } from 'date-fns/fromUnixTime'\nimport { getUnixTime } from 'date-fns/getUnixTime'\nimport { startOfMonth } from 'date-fns/startOfMonth'\nimport { startOfToday } from 'date-fns/startOfToday'\nimport { subDays } from 'date-fns/subDays'\n\nimport Box from '@mui/material/Box'\nimport Button from '@mui/material/Button'\nimport Divider from '@mui/material/Divider'\nimport List from '@mui/material/List'\nimport Stack from '@mui/material/Stack'\nimport { keyframes } from '@mui/material/styles'\nimport { useTheme } from '@mui/material/styles'\n\nimport { H2, Icon, P } from '@mxenabled/mxui'\n\nimport StepOne from './components/onboarding/StepOne'\nimport StepTwo from './components/onboarding/StepTwo'\n\nimport {\n  Loader,\n  useCashflowStore,\n  useGlobalCopyStore,\n  useGlobalUiStore,\n  useRecurringTransactionsStore,\n  useScreenSize,\n  useTransactionStore,\n  useUserStore,\n} from '../common'\nimport { type RepeatingTransaction, type Transaction, RepeatingType, Frequency } from '../core'\nimport SubheaderRow from '../common/components/SubheaderRow'\n\nimport { useCashflowUiStore } from './context/hooks'\n\nimport { TransactionRow } from '../transactions'\nimport { incomeFilter, incomeFilterSearch } from '../transactions/utils/Filters'\n\nimport { AddRecurringTransactionDetails } from '../recurringtransactions'\nimport { SelectTransaction } from '../recurringtransactions'\nimport { getNextPaymentDate } from '../core/utils/RecurringTransactionsUtil'\n\nimport { fromUnixToDayOfWeekAndDate } from '../core/utils/DateUtil'\nimport { CASHFLOW_IMAGES } from './constants/CashflowImages'\n\ninterface UpcomingTransactions extends Transaction {\n  nextDate: Date | null\n  frequency: Frequency\n}\n\nconst spin = keyframes`\n  from {\n    transform: rotate(0deg);\n  }\n  to {\n    transform: rotate(360deg);\n  }\n`\n\nconst CashflowOnboarding: React.FC = () => {\n  const { addRepeatingTransaction, repeatingTransactions } = useRecurringTransactionsStore()\n  const { cashflow: customCopy, common: commonCopy } = useGlobalCopyStore()\n  const { user } = useUserStore()\n  const { completeOnboarding } = useCashflowStore()\n  const { isDirty } = useCashflowUiStore()\n  const { isMobile } = useScreenSize()\n  const { isCopyLoaded, setDisplayedDate } = useGlobalUiStore()\n  const { filter, setFilter, transactions } = useTransactionStore()\n  const theme = useTheme()\n\n  const [addIncome, setAddIncome] = useState(true)\n  const [frequency, setFrequency] = React.useState(Frequency.EveryMonth)\n  const [firstDay, setFirstDay] = React.useState(1)\n  const [secondDay, setSecondDay] = React.useState(15)\n  const [isSubmitting, setIsSubmitting] = useState(false)\n  // const [nextDate, setNextDate] = React.useState<Date | null>(null)\n  const [step, setStep] = useState(1)\n  const [selectedTransactions, setSelectedTransactions] = useState<UpcomingTransactions[] | []>([])\n  const [transactionGuid, setTransactionGuid] = useState('')\n\n  const transaction = React.useMemo(\n    () => transactions.find((t) => t.guid === transactionGuid),\n    [transactionGuid, transactions],\n  )\n\n  const canSubmit = !!repeatingTransactions.filter(\n    (r) => r.repeating_transaction_type === RepeatingType.Income,\n  ).length\n\n  const handleGetTransactions = async () => {\n    setStep(2)\n    // set transaction date range and filter by income\n    setDisplayedDate(\n      //  Beginning of the month, 90 days before today\n      startOfMonth(subDays(startOfToday(), 90)),\n      startOfToday(),\n    )\n\n    setFilter({ ...filter, custom: incomeFilter })\n\n    setStep(3)\n  }\n\n  const handleAddIncome = async () => {\n    if (selectedTransactions.length < 1) {\n      return\n    }\n    setIsSubmitting(true)\n\n    // Create Repeating Transactions\n    for (let i = 0; i < selectedTransactions.length; i++) {\n      const upcomingTransaction = selectedTransactions[i]\n\n      const nextDate = getNextPaymentDate(frequency, fromUnixTime(upcomingTransaction.date))\n\n      const repeatingTransaction = {\n        account_guid: upcomingTransaction.account_guid,\n        amount: upcomingTransaction.amount,\n        created_by: 0, //user\n        merchant_guid: upcomingTransaction.merchant_guid,\n        description: upcomingTransaction.feed_description || upcomingTransaction.description,\n        predicted_occurs_on: formatISO(nextDate, { representation: 'date' }),\n        recurrence_day: nextDate.getDay(),\n        recurrence_type: frequency,\n        repeating_transaction_type: RepeatingType.Income,\n        second_recurrence_day: secondDay,\n        transaction_type: upcomingTransaction.transaction_type,\n        user_guid: user.guid,\n      } as RepeatingTransaction\n\n      await addRepeatingTransaction(repeatingTransaction, upcomingTransaction)\n    }\n    await completeOnboarding()\n  }\n\n  const showSelectIncome =\n    (!transaction && addIncome) || (!transaction && selectedTransactions.length < 1)\n\n  if (!isCopyLoaded) {\n    return <Loader />\n  }\n\n  return (\n    <Box\n      sx={{\n        display: 'flex',\n        alignItems: !isMobile ? 'center' : 'flex-start',\n        backgroundColor: theme.palette.background.paper,\n        backgroundImage: !isMobile ? `url(${CASHFLOW_IMAGES.CASHFLOW_ONBOARDING})` : null,\n        backgroundRepeat: 'no-repeat',\n        backgroundPosition: 'left 100px',\n        backgroundSize: '35%',\n        py: 24,\n      }}\n    >\n      {step === 1 && (\n        <Box\n          sx={{\n            ...(isMobile\n              ? { display: 'flex', flexDirection: 'column', maxWidth: '100%', padding: '0 16px' }\n              : { maxWidth: 590, ml: '40%', mr: 90 }),\n          }}\n        >\n          <StepOne handleNextStep={handleGetTransactions} />\n        </Box>\n      )}\n      {step === 2 && (\n        <Box\n          sx={{\n            ...(isMobile\n              ? { display: 'flex', flexDirection: 'column', maxWidth: '100%', padding: '0 16px' }\n              : { maxWidth: 590, ml: '40%', mr: 90 }),\n          }}\n        >\n          <StepTwo />\n        </Box>\n      )}\n      {step === 3 && (\n        <Box\n          sx={{\n            ...(isMobile\n              ? { display: 'flex', flexDirection: 'column', maxWidth: '100%', padding: '0 16px' }\n              : { maxWidth: 590, ml: '40%', mr: 90 }),\n          }}\n        >\n          <H2 pb={12} variant=\"h1\">\n            {customCopy.add_income_title}\n          </H2>\n          <P mb={24}>{customCopy.add_income_description}</P>\n\n          {selectedTransactions.length > 0 && !transaction && (\n            <>\n              <List>\n                {selectedTransactions.map((transaction, index) => {\n                  return (\n                    <React.Fragment key={transaction.guid}>\n                      <SubheaderRow bgcolor=\"background.paper\">\n                        {fromUnixToDayOfWeekAndDate(\n                          getUnixTime(transaction.nextDate || transaction.date),\n                        )}\n                      </SubheaderRow>\n                      <TransactionRow transaction={transaction} />\n                      {index !== selectedTransactions.length - 1 && <Divider />}\n                    </React.Fragment>\n                  )\n                })}\n              </List>\n              <Stack alignItems=\"center\" direction=\"row\">\n                <Divider sx={{ flexGrow: 1 }} />\n                <Button\n                  onClick={() => setAddIncome(true)}\n                  startIcon={<Icon name=\"add\" size={20} />}\n                >\n                  {customCopy.add_income}\n                </Button>\n              </Stack>\n            </>\n          )}\n\n          {showSelectIncome && (\n            <SelectTransaction\n              bgcolor=\"background.paper\"\n              onSearch={(searchValue) =>\n                setFilter({\n                  ...filter,\n                  custom: (transaction: Transaction) =>\n                    searchValue\n                      ? incomeFilterSearch(transaction, searchValue)\n                      : incomeFilter(transaction),\n                })\n              }\n              onSelected={(guid) => {\n                setTransactionGuid(guid)\n                setAddIncome(false)\n              }}\n            />\n          )}\n\n          {!canSubmit && isDirty && (\n            <P color=\"error\" mt={16}>\n              {customCopy.confirm_error}\n            </P>\n          )}\n\n          {transaction && (\n            <>\n              <AddRecurringTransactionDetails\n                bgcolor=\"background.paper\"\n                firstDay={firstDay}\n                frequency={frequency}\n                onFirstDayChange={setFirstDay}\n                onFrequencyChange={setFrequency}\n                onSecondDayChange={setSecondDay}\n                secondDay={secondDay}\n                transaction={transaction}\n              />\n              <Stack direction=\"row\" gap={16} ml={24} mt={32}>\n                <Button\n                  aria-disabled={!transaction}\n                  onClick={() => {\n                    const updatedTransactions = [...selectedTransactions]\n                    updatedTransactions.push({\n                      ...transaction,\n                      nextDate: getNextPaymentDate(frequency, fromUnixTime(transaction.date)),\n                      frequency,\n                    })\n\n                    setSelectedTransactions(updatedTransactions)\n                    setTransactionGuid('')\n                  }}\n                  variant=\"contained\"\n                >\n                  {commonCopy.confirm_button}\n                </Button>\n                <Button\n                  onClick={() => {\n                    setTransactionGuid('')\n                    setAddIncome(true)\n                    handleGetTransactions().finally()\n                  }}\n                  variant=\"outlined\"\n                >\n                  {commonCopy.cancel_button}\n                </Button>\n              </Stack>\n            </>\n          )}\n\n          {selectedTransactions.length > 0 && !transaction && (\n            <Stack direction=\"row\" gap={16} ml={24} mt={32}>\n              <Button\n                aria-disabled={selectedTransactions.length < 1 || isSubmitting}\n                onClick={handleAddIncome}\n                startIcon={\n                  isSubmitting ? (\n                    <Icon\n                      name=\"progress_activity\"\n                      sx={{\n                        animation: `${spin} 2s linear infinite`,\n                      }}\n                    />\n                  ) : null\n                }\n                variant=\"contained\"\n              >\n                {customCopy.confirm_income_button}\n              </Button>\n              <Button onClick={completeOnboarding} variant=\"outlined\">\n                {customCopy.skip_button}\n              </Button>\n            </Stack>\n          )}\n        </Box>\n      )}\n    </Box>\n  )\n}\n\nexport default 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package/dist/common/components/daterangeselector/DateRangeSelector.d.ts

@@ -14,6 +14,11 @@ export type CalendarActions = {
     shouldDisablePrevious?: boolean;
     shouldDisablePicker?: boolean;
     onRangeChanged: (dateRange: DateRange<Date>) => void;
+    /**
+     * Fires only when the user actively selects a timeframe button/tab (3M/6M/9M/1Y).
+     * Unlike onRangeChanged, this does NOT fire on mount, so it's safe for click analytics.
+     */
+    onTimeframeClick?: (timeframe: number) => void;
 };
 export interface DateRangeSelectorProps {
     calendarActions: CalendarActions;

package/dist/common/index.es.js

@@ -1,10 +1,10 @@
-import { l as Y } from "../UserStore-C1fdL3Iu.mjs";
+import { l as Y } from "../UserStore-BjnNCO5a.mjs";
 import { b as $, a as H } from "../Localization-DnoVyBNK.mjs";
 import { f as j, b as V, a as K, c as Z, g as J, d as X } from "../NumberFormatting--XMeeBfr.mjs";
 import { C as rr, a as er, b as or } from "../CurrencyDialog-DumQCTPO.mjs";
 import { C as ar } from "../CurrencyInput-DaGEQaLW.mjs";
 import { D as nr, S as ir } from "../Select-CSpkK5cR.mjs";
-import { D as lr, W as mr, u as dr } from "../WidgetContainer-DJnp6t6c.mjs";
+import { D as lr, W as mr, u as dr } from "../WidgetContainer-CjdCY4sj.mjs";
 import { D as fr } from "../Dialog-Bvd2n8hz.mjs";
 import { D as yr } from "../Donut-SzzfZDHF.mjs";
 import { D as xr } from "../Drawer-DsnW2o0v.mjs";
@@ -22,7 +22,7 @@ import { R as wr } from "../ResponsiveButton-CC9F_Ezk.mjs";
 import { S as Lr } from "../SelectionBox-B4xELRgp.mjs";
 import { S as Ur } from "../StatusBar-CPfSXe80.mjs";
 import { I as Br, P as Rr, S as qr, T as Yr } from "../TabContentContainer-B0eYJP5p.mjs";
-import { A as $r } from "../Analytics-WeZYytR0.mjs";
+import { A as $r } from "../Analytics-D-jdcL72.mjs";
 import { C as Qr } from "../ConnectCard-D7uxoH5Y.mjs";
 import { C as Vr } from "../ConnectDrawer-CW4LA3H3.mjs";
 import { C as Zr } from "../CurrencyText-CCbE6MmF.mjs";

package/dist/core/index.es.js

@@ -1,4 +1,4 @@
-import { A as g, a as m, b as C, c as N, d as h, B as f, e as E, f as D, g as b, C as I, h as M, i as R, j as B, D as L, F as G, k as _, G as H, l as P, m as U, n as x, o as O, H as F, p as k, q as v, r as w, M as W, s as Y, N as $, t as q, u as K, R as j, v as z, S as J, w as Q, T as X, x as Z, y as V, U as tt, z as at, W as st } from "../UserStore-C1fdL3Iu.mjs";
+import { A as g, a as m, b as C, c as N, d as h, B as f, e as E, f as D, g as b, C as I, h as M, i as R, j as B, D as L, F as G, k as _, G as H, l as P, m as U, n as x, o as O, H as F, p as k, q as v, r as w, M as W, s as Y, N as $, t as q, u as K, R as j, v as z, S as J, w as Q, T as X, x as Z, y as V, U as tt, z as at, W as st } from "../UserStore-BjnNCO5a.mjs";
 import { b as ot, a as nt, d as rt, c as it, A as ct, C as pt, e as At, E as St, M as ut, N as lt, P as Tt, f as yt, g as dt, S as gt } from "../Account-DR7Plrqy.mjs";
 import { A as Ct, B as Nt, I as ht, N as ft } from "../Notification-DTNYSd8P.mjs";
 import { F as n } from "../GlobalCopyApi-wcnDUzMV.mjs";

package/dist/core/stores/CashflowStore.d.ts

@@ -7,19 +7,20 @@ export declare class CashflowStore {
     completeOnboarding: () => Promise<void>;
 }
 declare class UiStore {
+    globalStore: GlobalStore;
     dateRange: {
         start: Date;
         end: Date;
     };
     isDirty: boolean;
-    nextIncome: Recurrence | undefined;
-    upcomingExpenses: Recurrence[];
-    selectedCashAccounts: Account[];
-    constructor();
+    constructor(globalStore: GlobalStore);
+    get income(): Recurrence[];
+    get upcomingIncome(): Recurrence[];
+    get upcomingExpenses(): Recurrence[];
+    get nextIncome(): Recurrence | undefined;
+    get selectedCashAccounts(): Account[];
+    get selectedCashBalance(): number;
     get daysUntilNextIncome(): number;
     get expensesTilNextIncome(): Recurrence[];
-    setNextIncome: (nextIncome: Recurrence) => void;
-    setUpcomingExpenses: (expenses: Recurrence[]) => void;
-    setSelectedCashAccounts: (accounts: Account[]) => Account[];
 }
 export {};

package/dist/core/stores/RecurringTransactionsStore.d.ts

@@ -19,6 +19,30 @@ export declare class RecurringTransactionsStore {
     constructor(globalStore: GlobalStore);
     get copy(): RecurringCopy;
     get detailedRepeatingTransactions(): RepeatingTransaction[];
+    /**
+     * Returns all recurrences built from repeating transactions and filtered by
+     * accounts, scoped to the supplied date range. This is the range-parameterized
+     * core used by both the shared getters (which pass this.dateRange) and by
+     * consumers such as Cash Flow that need their own independent window without
+     * mutating the shared dateRange.
+     */
+    recurrencesForRange: (dateRange: DateRange) => Recurrence[];
+    /**
+     * Returns the upcoming expense recurrences scoped to the supplied date range.
+     */
+    upcomingExpensesForRange: (dateRange: DateRange) => Recurrence[];
+    /**
+     * Returns the income recurrences scoped to the supplied date range.
+     */
+    incomeForRange: (dateRange: DateRange) => Recurrence[];
+    /**
+     * Returns the upcoming income recurrences scoped to the supplied date range.
+     */
+    upcomingIncomeForRange: (dateRange: DateRange) => Recurrence[];
+    /**
+     * Returns the next upcoming income recurrence scoped to the supplied range.
+     */
+    nextIncomeForRange: (dateRange: DateRange) => Recurrence | undefined;
     /**
      * Returns all recurrences built from repeating transactions and filtered by accounts.
      */

package/dist/core/utils/AccountUtils.d.ts

@@ -1,5 +1,13 @@
 import { Account, DetailedAccount, Institution, Member } from '../';
 export declare const isAccountLiability: (account: Account) => boolean;
+/**
+ * Returns the balance to use as an account's spendable / starting balance.
+ * For checking/savings accounts it uses available_balance when present and
+ * enabled via config, otherwise the current balance. All other account types
+ * use the current balance. Single source of truth shared by the Accounts,
+ * Financial Strength, and Cash Flow experiences.
+ */
+export declare const getAccountStartingBalance: (account: Account, showAvailableBalance: boolean) => number;
 export declare const isManual: (account: Account) => boolean;
 export declare const usesCreditLimitField: (account: Account) => boolean;
 export declare const usesInterestRateField: (account: Account) => boolean;