@mx-cartographer/experiences 9.2.4-alpha.al2 → 9.3.0-alpha.bb1

package/dist/core/utils/RecurringTransactionsUtil/index.es.js

@@ -0,0 +1,285 @@
+import { buildDynamicCopy as p } from "../Localization/index.es.js";
+import { DATE_FORMATS_INTL as g, formatDate as O } from "../../constants/DateFormats/index.es.js";
+import { Frequency as s, RecurrenceStatus as _, RecurrenceType as W, RepeatingType as q } from "../../types/RepeatingTransaction/index.es.js";
+import { formatOrdinal as N } from "../NumberFormatting/index.es.js";
+import { getNextBiMonthlyDate as R, getNextBiQuarterlyDate as U, getNextBiWeeklyDate as F, getNextMonthlyDate as P, getNextQuarterlyDate as L, getNextTwiceMonthlyDate as $, getNextWeeklyDate as K, getNextYearlyDate as C, getTwiceMonthlyDates as H } from "../DateUtil/index.es.js";
+import { addDays as Q } from "date-fns/addDays";
+import { addMonths as h } from "date-fns/addMonths";
+import { isBefore as i } from "date-fns/isBefore";
+import { startOfToday as x } from "date-fns/startOfToday";
+import { subMonths as j } from "date-fns/subMonths";
+import { isSameDay as z } from "date-fns/isSameDay";
+import { addYears as A } from "date-fns/addYears";
+import { subDays as Y } from "date-fns/subDays";
+import { subYears as J } from "date-fns/subYears";
+import { differenceInDays as V } from "date-fns/differenceInDays";
+import { getUnixTime as f } from "date-fns/getUnixTime";
+import { fromUnixTime as X } from "date-fns/fromUnixTime";
+import { isAfter as l } from "date-fns/isAfter";
+import { addQuarters as G } from "date-fns/addQuarters";
+import { addWeeks as k } from "date-fns/addWeeks";
+import { formatISO as Z } from "date-fns/formatISO";
+import { lastDayOfMonth as T } from "date-fns/lastDayOfMonth";
+import { nextDay as b } from "date-fns/nextDay";
+import { parseISO as S } from "date-fns/parseISO";
+import { setDate as E } from "date-fns/setDate";
+import { setDay as ee } from "date-fns/setDay";
+import { setDayOfYear as B } from "date-fns/setDayOfYear";
+import { subQuarters as I } from "date-fns/subQuarters";
+import { subWeeks as te } from "date-fns/subWeeks";
+var re = (e) => {
+  if (!e) return "";
+  let c = e.user_name || e.feed_name || "";
+  return e.account_number && (c = `${c} *${e.account_number}`), c;
+}, ae = (e, c) => {
+  const r = [], n = e.recurrence_type === s.EveryYear, t = e.transactions.find((m) => m.repeating_transaction_guid === e.guid);
+  if (!n && !t) return [];
+  const a = S(e.predicted_occurs_on), u = {
+    accountGuid: e.account?.guid || "",
+    amount: e.amount,
+    categoryGuid: t?.category_guid || "",
+    expectedDate: a,
+    frequency: e.recurrence_type,
+    institutionGuid: e.account?.institution_guid || "",
+    institutionName: re(e.account),
+    merchantGuid: e.merchant_guid,
+    name: e.description,
+    recurrenceDay: e.recurrence_day,
+    repeatingTransactionGuid: e.guid,
+    secondRecurrenceDay: e.second_recurrence_day,
+    status: _.Upcoming,
+    type: e.repeating_transaction_type === q.Income ? W.Income : W.Expense,
+    transaction: void 0
+  }, o = c.start, d = c.end;
+  switch (e.recurrence_type) {
+    case s.EveryWeek:
+      r.push(...ce(u, o, d));
+      break;
+    case s.EveryOtherWeek:
+      r.push(...ne(u, o, d));
+      break;
+    case s.TwiceAMonth:
+      r.push(...oe(u, o, d));
+      break;
+    case s.EveryMonth:
+      r.push(...se(u, o, d));
+      break;
+    case s.EveryOtherMonth:
+      r.push(...ue(u, o, d));
+      break;
+    case s.EveryQuarter:
+      r.push(...ie(u, o, d));
+      break;
+    case s.EveryOtherQuarter:
+      r.push(...de(u, o, d));
+      break;
+    case s.EveryYear:
+      r.push(...me(u, o, d));
+      break;
+  }
+  const D = /* @__PURE__ */ new Set();
+  for (const m of r) {
+    const M = e.transactions.filter((y) => y.repeating_transaction_guid === e.guid && !D.has(y.guid)), v = M.find((y) => y.date > f(Y(m.expectedDate, 5)) && y.date < f(Q(m.expectedDate, 5))) || (i(m.expectedDate, x()) ? M.reduce((y, w) => Math.abs(w.date - f(m.expectedDate)) < (y ? Math.abs(y.date - f(m.expectedDate)) : 1 / 0) ? w : y, void 0) : void 0);
+    v ? (D.add(v.guid), m.transaction = v, m.status = _.Paid, m.occurredOnDate = X(v.date)) : i(m.expectedDate, Y(x(), 3)) && (m.status = _.Missed);
+  }
+  return r;
+}, ce = (e, c, r) => {
+  const n = [];
+  let t = b(c, e.recurrenceDay);
+  for (; i(t, r); )
+    n.push({
+      ...e,
+      expectedDate: t
+    }), t = b(t, e.recurrenceDay);
+  return n;
+}, ne = (e, c, r) => {
+  const n = [];
+  let t = e.expectedDate;
+  if (i(t, c)) for (; i(t, c); ) t = k(t, 2);
+  else {
+    for (; l(t, c) || z(t, c); ) t = te(t, 2);
+    t = k(t, 2);
+  }
+  for (; i(t, r); )
+    n.push({
+      ...e,
+      expectedDate: t
+    }), t = Q(t, 14);
+  return n;
+}, oe = (e, c, r) => {
+  const n = [];
+  let t = E(c, e.recurrenceDay);
+  for (; i(t, r); )
+    n.push({
+      ...e,
+      expectedDate: t
+    }), t = h(t, 1);
+  let a = e.secondRecurrenceDay && e.secondRecurrenceDay < 28 ? E(c, e.secondRecurrenceDay) : T(c);
+  for (; i(a, r); )
+    n.push({
+      ...e,
+      expectedDate: a
+    }), a = h(a, 1);
+  return n;
+}, se = (e, c, r) => {
+  const n = [];
+  let t = E(c, e.recurrenceDay);
+  for (n.push({
+    ...e,
+    expectedDate: t
+  }), t = h(t, 1); i(t, r); )
+    n.push({
+      ...e,
+      expectedDate: t
+    }), t = h(t, 1);
+  return n;
+}, ue = (e, c, r) => {
+  const n = [], t = e.expectedDate;
+  let a = i(t, r) ? t : j(t, 2);
+  for (; i(a, r); )
+    l(a, c) && n.push({
+      ...e,
+      expectedDate: a
+    }), a = h(a, 2);
+  return n;
+}, ie = (e, c, r) => {
+  const n = [], t = e.expectedDate;
+  let a = i(t, r) ? t : I(t, 1);
+  for (; i(a, r); )
+    l(a, c) && n.push({
+      ...e,
+      expectedDate: a
+    }), a = G(a, 1);
+  return n;
+}, de = (e, c, r) => {
+  const n = [], t = e.expectedDate;
+  let a = i(t, r) ? t : I(t, 2);
+  for (; i(a, r); )
+    l(a, c) && n.push({
+      ...e,
+      expectedDate: a
+    }), a = G(a, 2);
+  return n;
+}, me = (e, c, r) => {
+  const n = [], t = e.expectedDate;
+  let a = i(t, r) ? t : J(t, 1);
+  for (; i(a, r); )
+    l(a, c) && n.push({
+      ...e,
+      expectedDate: a
+    }), a = A(a, 1);
+  return n;
+}, Le = (e, c) => {
+  const r = [];
+  for (const n of e) {
+    const t = ae(n, c);
+    r.push(...t);
+  }
+  return r.sort((n, t) => f(n.occurredOnDate || n.expectedDate) - f(t.occurredOnDate || t.expectedDate));
+}, $e = (e, c, r) => {
+  const n = [];
+  for (const t of c) {
+    const a = r.filter((u) => u.repeating_transaction_guid === t.guid);
+    r.length > 0 && n.push({
+      ...t,
+      account: e.find((u) => u.guid === t.account_guid),
+      transactions: a
+    });
+  }
+  return n;
+}, Ke = (e) => e.reduce((c, r) => {
+  const n = Z(r.expectedDate, { representation: "date" }), t = c.find((a) => a.date.toString() === r.expectedDate.toString());
+  return t ? t.recurrences.push(r) : c.push({
+    date: r.expectedDate,
+    id: `date-${n}`,
+    recurrences: [r]
+  }), c;
+}, []), Ce = (e, c, r) => {
+  const n = b(x(), c.recurrence_day), t = B(x(), c.recurrence_day), a = N(c.recurrence_day), u = c.second_recurrence_day ? N(c.second_recurrence_day) : "";
+  let o = r ? p(e.monthly_ordinal, a) : e.monthly;
+  switch (c.recurrence_type) {
+    case s.EveryQuarter:
+      o = r ? p(e.quarterly_ordinal, a) : e.quarterly;
+      break;
+    case s.EveryWeek:
+      o = r ? p(e.weekly_ordinal, O(n, g.DAY_OF_WEEK)) : e.weekly;
+      break;
+    case s.EveryYear:
+      o = r ? p(e.anually_ordinal, O(t, g.MONTH_DAY)) : e.anually;
+      break;
+    case s.EveryOtherWeek:
+      o = r ? p(e.every_other_week_ordinal, O(n, g.DAY_OF_WEEK)) : e.every_other_week;
+      break;
+    case s.EveryOtherMonth:
+      o = r ? p(e.every_other_month_ordinal, a) : e.every_other_month;
+      break;
+    case s.EveryOtherQuarter:
+      o = r ? p(e.every_other_quarter_ordinal, a) : e.every_other_quarter;
+      break;
+    case s.TwiceAMonth:
+      o = r ? p(e.twice_a_month_ordinal, a, u) : e.twice_a_month;
+      break;
+  }
+  return o;
+}, ye = (e, c, r, n) => {
+  let t = c;
+  r !== void 0 && (e === s.EveryWeek || e === s.EveryOtherWeek ? t = ee(c, r) : e === s.EveryYear ? t = B(c, r) : t = E(c, r));
+  let a = t;
+  switch (e) {
+    case s.EveryWeek:
+      a = K(t);
+      break;
+    case s.EveryOtherWeek:
+      a = F(t);
+      break;
+    case s.TwiceAMonth:
+      a = $(r ?? t.getDate(), n ?? 28);
+      break;
+    case s.EveryMonth:
+      a = P(t);
+      break;
+    case s.EveryOtherMonth:
+      a = R(t);
+      break;
+    case s.EveryQuarter:
+      a = L(t);
+      break;
+    case s.EveryOtherQuarter:
+      a = U(t);
+      break;
+    case s.EveryYear:
+      a = C(t);
+      break;
+  }
+  return a;
+}, He = (e, c) => {
+  const r = c.find((o) => o.repeatingTransactionGuid === e.guid && o.status === _.Upcoming);
+  if (r) return r.expectedDate;
+  const n = (o) => c.some((d) => d.repeatingTransactionGuid === e.guid && d.status === _.Paid && Math.abs(V(d.expectedDate, o)) <= 5), t = {
+    [s.EveryWeek]: (o) => k(o, 1),
+    [s.EveryOtherWeek]: (o) => k(o, 2),
+    [s.TwiceAMonth]: (o) => {
+      const d = H(e.recurrence_day, e.second_recurrence_day ?? 28);
+      return d.find((D) => l(D, o)) ?? d[d.length - 1];
+    },
+    [s.EveryMonth]: (o) => h(o, 1),
+    [s.EveryOtherMonth]: (o) => h(o, 2),
+    [s.EveryQuarter]: (o) => h(o, 3),
+    [s.EveryOtherQuarter]: (o) => h(o, 6),
+    [s.EveryYear]: (o) => A(o, 1)
+  }, a = ye(e.recurrence_type, S(e.predicted_occurs_on), e.recurrence_day, e.second_recurrence_day);
+  if (!n(a)) return a;
+  const u = t[e.recurrence_type];
+  return u ? u(a) : a;
+};
+export {
+  $e as augmentRepeatingTransactions,
+  Le as buildAllRecurrences,
+  re as buildInstitutionName,
+  Ce as getFrequencyLabel,
+  ye as getNextPaymentDate,
+  He as getNextUpcomingDate,
+  Ke as groupRecurrencesByDate
+};
+
+//# sourceMappingURL=index.es.js.map

package/dist/core/utils/RecurringTransactionsUtil/index.es.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"index.es.js","names":[],"sources":["../../../../src/core/utils/RecurringTransactionsUtil.ts"],"sourcesContent":["import { addDays } from 'date-fns/addDays'\nimport { addMonths } from 'date-fns/addMonths'\nimport { addQuarters } from 'date-fns/addQuarters'\nimport { addWeeks } from 'date-fns/addWeeks'\nimport { addYears } from 'date-fns/addYears'\nimport { differenceInDays } from 'date-fns/differenceInDays'\nimport { formatISO } from 'date-fns/formatISO'\nimport { fromUnixTime } from 'date-fns/fromUnixTime'\nimport { getUnixTime } from 'date-fns/getUnixTime'\nimport { isAfter } from 'date-fns/isAfter'\nimport { isBefore } from 'date-fns/isBefore'\nimport { isSameDay } from 'date-fns/isSameDay'\nimport { lastDayOfMonth } from 'date-fns/lastDayOfMonth'\nimport { nextDay } from 'date-fns/nextDay'\nimport { parseISO } from 'date-fns/parseISO'\nimport { setDate } from 'date-fns/setDate'\nimport { setDay } from 'date-fns/setDay'\nimport { setDayOfYear } from 'date-fns/setDayOfYear'\nimport { startOfToday } from 'date-fns/startOfToday'\nimport { subDays } from 'date-fns/subDays'\nimport { subMonths } from 'date-fns/subMonths'\nimport { subQuarters } from 'date-fns/subQuarters'\nimport { subWeeks } from 'date-fns/subWeeks'\nimport { subYears } from 'date-fns/subYears'\n\nimport type { Day } from 'date-fns'\n\nimport { DATE_FORMATS_INTL, formatDate } from '../constants'\nimport {\n  type Account,\n  type DateRange,\n  type Recurrence,\n  type RecurringCopy,\n  type RepeatingTransaction,\n  type Transaction,\n  RecurrenceType,\n  RecurrenceStatus,\n  RepeatingType,\n  Frequency,\n} from '../types'\n\nimport {\n  getNextBiMonthlyDate,\n  getNextBiQuarterlyDate,\n  getNextBiWeeklyDate,\n  getNextMonthlyDate,\n  getNextQuarterlyDate,\n  getNextTwiceMonthlyDate,\n  getNextWeeklyDate,\n  getNextYearlyDate,\n  getTwiceMonthlyDates,\n} from './DateUtil'\nimport { formatOrdinal } from './NumberFormatting'\nimport { buildDynamicCopy } from './Localization'\n\nexport type GroupedRecurrence = {\n  recurrences: Recurrence[]\n  id: string\n  date: Date\n}\n\nexport const buildInstitutionName = (account?: Account) => {\n  if (!account) return ''\n\n  let name = account.user_name || account.feed_name || ''\n  if (account.account_number) {\n    name = `${name} *${account.account_number}`\n  }\n  return name\n}\n\nconst buildRepeatingRecurrences = (\n  repeatingTransaction: RepeatingTransaction,\n  dateRange: DateRange,\n) => {\n  const recurrences: Recurrence[] = []\n\n  const isYearly = repeatingTransaction.recurrence_type === Frequency.EveryYear\n\n  const pastTransaction = repeatingTransaction.transactions.find(\n    (t) => t.repeating_transaction_guid === repeatingTransaction.guid,\n  )\n\n  /*\n  Since past transactions for yearly recurrences can be outside the 90 day data range, we need to display them\n  even if there is no past transaction to match to. This will display it without a category, but that's the\n  tradeoff until we impove our transactions service to return past transactions for all recurring transactions.\n  */\n  if (!isYearly && !pastTransaction) return []\n\n  const occursOn = parseISO(repeatingTransaction.predicted_occurs_on)\n  const baseRecurrence: Recurrence = {\n    accountGuid: repeatingTransaction.account?.guid || '',\n    amount: repeatingTransaction.amount,\n    categoryGuid: pastTransaction?.category_guid || '',\n    expectedDate: occursOn,\n    frequency: repeatingTransaction.recurrence_type,\n    institutionGuid: repeatingTransaction.account?.institution_guid || '',\n    institutionName: buildInstitutionName(repeatingTransaction.account),\n    merchantGuid: repeatingTransaction.merchant_guid,\n    name: repeatingTransaction.description,\n    recurrenceDay: repeatingTransaction.recurrence_day,\n    repeatingTransactionGuid: repeatingTransaction.guid,\n    secondRecurrenceDay: repeatingTransaction.second_recurrence_day,\n    status: RecurrenceStatus.Upcoming,\n    type:\n      repeatingTransaction.repeating_transaction_type === RepeatingType.Income\n        ? RecurrenceType.Income\n        : RecurrenceType.Expense,\n    transaction: undefined,\n  }\n\n  const startDate = dateRange.start\n  const endDate = dateRange.end\n\n  switch (repeatingTransaction.recurrence_type) {\n    case Frequency.EveryWeek:\n      recurrences.push(...getWeeklyRecurrences(baseRecurrence, startDate, endDate))\n      break\n    case Frequency.EveryOtherWeek:\n      recurrences.push(...getBiWeeklyRecurrences(baseRecurrence, startDate, endDate))\n      break\n    case Frequency.TwiceAMonth:\n      recurrences.push(...getTwiceMonthlyRecurrences(baseRecurrence, startDate, endDate))\n      break\n    case Frequency.EveryMonth:\n      recurrences.push(...getMonthlyRecurrences(baseRecurrence, startDate, endDate))\n      break\n    case Frequency.EveryOtherMonth:\n      recurrences.push(...getBiMonthlyRecurrences(baseRecurrence, startDate, endDate))\n      break\n    case Frequency.EveryQuarter:\n      recurrences.push(...getQuarterlyRecurrences(baseRecurrence, startDate, endDate))\n      break\n    case Frequency.EveryOtherQuarter:\n      recurrences.push(...getBiQuarterlyRecurrences(baseRecurrence, startDate, endDate))\n      break\n    case Frequency.EveryYear:\n      recurrences.push(...getYearlyRecurrences(baseRecurrence, startDate, endDate))\n      break\n  }\n\n  // Track which transactions have already been matched to avoid double-counting\n  const matchedTransactionGuids = new Set<string>()\n\n  for (const recurrence of recurrences) {\n    // First, try to find a manually linked transaction (any date)\n    const linkedTransactions = repeatingTransaction.transactions.filter(\n      (t) =>\n        t.repeating_transaction_guid === repeatingTransaction.guid &&\n        !matchedTransactionGuids.has(t.guid),\n    )\n\n    const transaction =\n      linkedTransactions.find(\n        (t) =>\n          t.date > getUnixTime(subDays(recurrence.expectedDate, 5)) &&\n          t.date < getUnixTime(addDays(recurrence.expectedDate, 5)),\n      ) ||\n      (isBefore(recurrence.expectedDate, startOfToday())\n        ? linkedTransactions.reduce<Transaction | undefined>((closest, t) => {\n            const dist = Math.abs(t.date - getUnixTime(recurrence.expectedDate))\n            const closestDist = closest\n              ? Math.abs(closest.date - getUnixTime(recurrence.expectedDate))\n              : Infinity\n            return dist < closestDist ? t : closest\n          }, undefined)\n        : undefined)\n\n    if (transaction) {\n      matchedTransactionGuids.add(transaction.guid)\n      recurrence.transaction = transaction\n      recurrence.status = RecurrenceStatus.Paid\n      recurrence.occurredOnDate = fromUnixTime(transaction.date)\n    } else if (isBefore(recurrence.expectedDate, subDays(startOfToday(), 3))) {\n      recurrence.status = RecurrenceStatus.Missed\n    }\n  }\n\n  return recurrences\n}\n\nconst getWeeklyRecurrences = (baseRecurrence: Recurrence, startDate: Date, endDate: Date) => {\n  const activities: Recurrence[] = []\n\n  // Add recurrence for each week for the current month and next month\n  let nextDate = nextDay(startDate, baseRecurrence.recurrenceDay as Day)\n  while (isBefore(nextDate, endDate)) {\n    activities.push({ ...baseRecurrence, expectedDate: nextDate })\n    nextDate = nextDay(nextDate, baseRecurrence.recurrenceDay as Day)\n  }\n\n  return activities\n}\n\nconst getBiWeeklyRecurrences = (baseRecurrence: Recurrence, startDate: Date, endDate: Date) => {\n  const recurrences: Recurrence[] = []\n\n  // Determine the first occurrence of the bi-weekly recurrence within the date range\n  let nextDate = baseRecurrence.expectedDate\n  if (isBefore(nextDate, startDate)) {\n    while (isBefore(nextDate, startDate)) {\n      nextDate = addWeeks(nextDate, 2)\n    }\n  } else {\n    while (isAfter(nextDate, startDate) || isSameDay(nextDate, startDate)) {\n      nextDate = subWeeks(nextDate, 2)\n    }\n    nextDate = addWeeks(nextDate, 2)\n  }\n\n  while (isBefore(nextDate, endDate)) {\n    recurrences.push({ ...baseRecurrence, expectedDate: nextDate })\n    nextDate = addDays(nextDate, 14)\n  }\n\n  return recurrences\n}\n\nconst getTwiceMonthlyRecurrences = (baseRecurrence: Recurrence, startDate: Date, endDate: Date) => {\n  const recurrences: Recurrence[] = []\n\n  let firstOccurrence = setDate(startDate, baseRecurrence.recurrenceDay)\n\n  while (isBefore(firstOccurrence, endDate)) {\n    recurrences.push({ ...baseRecurrence, expectedDate: firstOccurrence })\n    firstOccurrence = addMonths(firstOccurrence, 1)\n  }\n\n  let secondOccurrence =\n    baseRecurrence.secondRecurrenceDay && baseRecurrence.secondRecurrenceDay < 28\n      ? setDate(startDate, baseRecurrence.secondRecurrenceDay)\n      : lastDayOfMonth(startDate)\n\n  while (isBefore(secondOccurrence, endDate)) {\n    recurrences.push({ ...baseRecurrence, expectedDate: secondOccurrence })\n    secondOccurrence = addMonths(secondOccurrence, 1)\n  }\n\n  return recurrences\n}\n\nconst getMonthlyRecurrences = (baseRecurrence: Recurrence, startDate: Date, endDate: Date) => {\n  const recurrences: Recurrence[] = []\n\n  let expectedDate = setDate(startDate, baseRecurrence.recurrenceDay)\n\n  // Add current month's repeating transaction recurrence\n  recurrences.push({ ...baseRecurrence, expectedDate })\n\n  expectedDate = addMonths(expectedDate, 1)\n  while (isBefore(expectedDate, endDate)) {\n    recurrences.push({ ...baseRecurrence, expectedDate })\n    expectedDate = addMonths(expectedDate, 1)\n  }\n\n  return recurrences\n}\n\nconst getBiMonthlyRecurrences = (baseRecurrence: Recurrence, startDate: Date, endDate: Date) => {\n  const recurrences: Recurrence[] = []\n\n  const occursOn = baseRecurrence.expectedDate\n  let nextDate = isBefore(occursOn, endDate) ? occursOn : subMonths(occursOn, 2)\n  while (isBefore(nextDate, endDate)) {\n    if (isAfter(nextDate, startDate)) {\n      recurrences.push({ ...baseRecurrence, expectedDate: nextDate })\n    }\n    nextDate = addMonths(nextDate, 2)\n  }\n\n  return recurrences\n}\n\nconst getQuarterlyRecurrences = (baseRecurrence: Recurrence, startDate: Date, endDate: Date) => {\n  const recurrences: Recurrence[] = []\n\n  const occursOn = baseRecurrence.expectedDate\n  let nextDate = isBefore(occursOn, endDate) ? occursOn : subQuarters(occursOn, 1)\n  while (isBefore(nextDate, endDate)) {\n    if (isAfter(nextDate, startDate)) {\n      recurrences.push({ ...baseRecurrence, expectedDate: nextDate })\n    }\n    nextDate = addQuarters(nextDate, 1)\n  }\n\n  return recurrences\n}\n\nconst getBiQuarterlyRecurrences = (baseRecurrence: Recurrence, startDate: Date, endDate: Date) => {\n  const recurrences: Recurrence[] = []\n\n  const occursOn = baseRecurrence.expectedDate\n  let nextDate = isBefore(occursOn, endDate) ? occursOn : subQuarters(occursOn, 2)\n  while (isBefore(nextDate, endDate)) {\n    if (isAfter(nextDate, startDate)) {\n      recurrences.push({ ...baseRecurrence, expectedDate: nextDate })\n    }\n    nextDate = addQuarters(nextDate, 2)\n  }\n\n  return recurrences\n}\n\nconst getYearlyRecurrences = (baseRecurrence: Recurrence, startDate: Date, endDate: Date) => {\n  const recurrences: Recurrence[] = []\n\n  const occursOn = baseRecurrence.expectedDate\n  let nextDate = isBefore(occursOn, endDate) ? occursOn : subYears(occursOn, 1)\n  while (isBefore(nextDate, endDate)) {\n    if (isAfter(nextDate, startDate)) {\n      recurrences.push({ ...baseRecurrence, expectedDate: nextDate })\n    }\n    nextDate = addYears(nextDate, 1)\n  }\n\n  return recurrences\n}\n\nexport const buildAllRecurrences = (\n  repeatingTransactions: RepeatingTransaction[],\n  dateRange: DateRange,\n) => {\n  const recurrences: Recurrence[] = []\n\n  for (const repeatingTransaction of repeatingTransactions) {\n    const activity = buildRepeatingRecurrences(repeatingTransaction, dateRange)\n    recurrences.push(...activity)\n  }\n\n  return recurrences.sort(\n    (a, b) =>\n      getUnixTime(a.occurredOnDate || a.expectedDate) -\n      getUnixTime(b.occurredOnDate || b.expectedDate),\n  )\n}\n\nexport const augmentRepeatingTransactions = (\n  accounts: Account[],\n  repeatingTransactions: RepeatingTransaction[],\n  transactions: Transaction[],\n) => {\n  const augmentedRepeatingTransactions: RepeatingTransaction[] = []\n\n  for (const repeatingTransaction of repeatingTransactions) {\n    const relatedTransactions = transactions.filter(\n      (t) => t.repeating_transaction_guid === repeatingTransaction.guid,\n    )\n\n    if (transactions.length > 0) {\n      augmentedRepeatingTransactions.push({\n        ...repeatingTransaction,\n        account: accounts.find((account) => account.guid === repeatingTransaction.account_guid),\n        transactions: relatedTransactions,\n      })\n    }\n  }\n\n  return augmentedRepeatingTransactions\n}\n\nexport const groupRecurrencesByDate = (recurrences: Recurrence[]): GroupedRecurrence[] => {\n  return recurrences.reduce((groupedRecurrences: GroupedRecurrence[], recurrence) => {\n    const dateString = formatISO(recurrence.expectedDate, { representation: 'date' })\n    const existingGroup = groupedRecurrences.find(\n      (group) => group.date.toString() === recurrence.expectedDate.toString(),\n    )\n\n    if (existingGroup) {\n      existingGroup.recurrences.push(recurrence)\n    } else {\n      groupedRecurrences.push({\n        date: recurrence.expectedDate,\n        id: `date-${dateString}`,\n        recurrences: [recurrence],\n      })\n    }\n\n    return groupedRecurrences\n  }, [])\n}\n\nexport const getFrequencyLabel = (\n  copy: RecurringCopy,\n  repeatingTransaction: RepeatingTransaction,\n  showOrdinal: boolean,\n) => {\n  const nextWeekday = nextDay(startOfToday(), repeatingTransaction.recurrence_day as Day)\n  const nextAnnualDate = setDayOfYear(startOfToday(), repeatingTransaction.recurrence_day)\n  const firstDateOrdinal = formatOrdinal(repeatingTransaction.recurrence_day)\n  const secondDateOrdinal = repeatingTransaction.second_recurrence_day\n    ? formatOrdinal(repeatingTransaction.second_recurrence_day)\n    : ''\n\n  let frequencyLabel = showOrdinal\n    ? buildDynamicCopy(copy.monthly_ordinal, firstDateOrdinal)\n    : copy.monthly\n\n  switch (repeatingTransaction.recurrence_type) {\n    case Frequency.EveryQuarter:\n      frequencyLabel = showOrdinal\n        ? buildDynamicCopy(copy.quarterly_ordinal, firstDateOrdinal)\n        : copy.quarterly\n      break\n    case Frequency.EveryWeek:\n      frequencyLabel = showOrdinal\n        ? buildDynamicCopy(\n            copy.weekly_ordinal,\n            formatDate(nextWeekday, DATE_FORMATS_INTL.DAY_OF_WEEK),\n          )\n        : copy.weekly\n      break\n    case Frequency.EveryYear:\n      frequencyLabel = showOrdinal\n        ? buildDynamicCopy(\n            copy.anually_ordinal,\n            formatDate(nextAnnualDate, DATE_FORMATS_INTL.MONTH_DAY),\n          )\n        : copy.anually\n      break\n    case Frequency.EveryOtherWeek:\n      frequencyLabel = showOrdinal\n        ? buildDynamicCopy(\n            copy.every_other_week_ordinal,\n            formatDate(nextWeekday, DATE_FORMATS_INTL.DAY_OF_WEEK),\n          )\n        : copy.every_other_week\n      break\n    case Frequency.EveryOtherMonth:\n      frequencyLabel = showOrdinal\n        ? buildDynamicCopy(copy.every_other_month_ordinal, firstDateOrdinal)\n        : copy.every_other_month\n      break\n    case Frequency.EveryOtherQuarter:\n      frequencyLabel = showOrdinal\n        ? buildDynamicCopy(copy.every_other_quarter_ordinal, firstDateOrdinal)\n        : copy.every_other_quarter\n      break\n    case Frequency.TwiceAMonth:\n      frequencyLabel = showOrdinal\n        ? buildDynamicCopy(copy.twice_a_month_ordinal, firstDateOrdinal, secondDateOrdinal)\n        : copy.twice_a_month\n      break\n  }\n\n  return frequencyLabel as string\n}\n\nexport const getNextPaymentDate = (\n  frequency: Frequency,\n  date: Date,\n  recurrenceDay?: number,\n  secondRecurrenceDay?: number,\n) => {\n  let baseDate = date\n\n  // Apply user selected recurrenceDay based on frequency type\n  if (recurrenceDay !== undefined) {\n    if (frequency === Frequency.EveryWeek || frequency === Frequency.EveryOtherWeek) {\n      baseDate = setDay(date, recurrenceDay)\n    } else if (frequency === Frequency.EveryYear) {\n      baseDate = setDayOfYear(date, recurrenceDay)\n    } else {\n      baseDate = setDate(date, recurrenceDay)\n    }\n  }\n\n  let nextDate = baseDate\n\n  switch (frequency) {\n    case Frequency.EveryWeek:\n      nextDate = getNextWeeklyDate(baseDate)\n      break\n    case Frequency.EveryOtherWeek:\n      nextDate = getNextBiWeeklyDate(baseDate)\n      break\n    case Frequency.TwiceAMonth:\n      nextDate = getNextTwiceMonthlyDate(\n        recurrenceDay ?? baseDate.getDate(),\n        secondRecurrenceDay ?? 28,\n      )\n      break\n    case Frequency.EveryMonth:\n      nextDate = getNextMonthlyDate(baseDate)\n      break\n    case Frequency.EveryOtherMonth:\n      nextDate = getNextBiMonthlyDate(baseDate)\n      break\n    case Frequency.EveryQuarter:\n      nextDate = getNextQuarterlyDate(baseDate)\n      break\n    case Frequency.EveryOtherQuarter:\n      nextDate = getNextBiQuarterlyDate(baseDate)\n      break\n    case Frequency.EveryYear:\n      nextDate = getNextYearlyDate(baseDate)\n      break\n  }\n\n  return nextDate\n}\n\nexport const getNextUpcomingDate = (\n  recurringTransaction: RepeatingTransaction,\n  recurrences: Recurrence[],\n): Date => {\n  const nextUpcoming = recurrences.find(\n    (r) =>\n      r.repeatingTransactionGuid === recurringTransaction.guid &&\n      r.status === RecurrenceStatus.Upcoming,\n  )\n  if (nextUpcoming) return nextUpcoming.expectedDate\n\n  const isPaidNearDate = (date: Date) =>\n    recurrences.some(\n      (r) =>\n        r.repeatingTransactionGuid === recurringTransaction.guid &&\n        r.status === RecurrenceStatus.Paid &&\n        Math.abs(differenceInDays(r.expectedDate, date)) <= 5,\n    )\n\n  const frequencyAdvancers: Partial<Record<Frequency, (d: Date) => Date>> = {\n    [Frequency.EveryWeek]: (d) => addWeeks(d, 1),\n    [Frequency.EveryOtherWeek]: (d) => addWeeks(d, 2),\n    [Frequency.TwiceAMonth]: (d) => {\n      const candidates = getTwiceMonthlyDates(\n        recurringTransaction.recurrence_day,\n        recurringTransaction.second_recurrence_day ?? 28,\n      )\n      return candidates.find((c) => isAfter(c, d)) ?? candidates[candidates.length - 1]\n    },\n    [Frequency.EveryMonth]: (d) => addMonths(d, 1),\n    [Frequency.EveryOtherMonth]: (d) => addMonths(d, 2),\n    [Frequency.EveryQuarter]: (d) => addMonths(d, 3),\n    [Frequency.EveryOtherQuarter]: (d) => addMonths(d, 6),\n    [Frequency.EveryYear]: (d) => addYears(d, 1),\n  }\n\n  const baseNext = getNextPaymentDate(\n    recurringTransaction.recurrence_type,\n    parseISO(recurringTransaction.predicted_occurs_on),\n    recurringTransaction.recurrence_day,\n    recurringTransaction.second_recurrence_day,\n  )\n\n  if (!isPaidNearDate(baseNext)) return baseNext\n\n  const advance = frequencyAdvancers[recurringTransaction.recurrence_type]\n  return advance ? advance(baseNext) : 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package/dist/core/utils/SettingsUtil/index.es.js

@@ -0,0 +1,56 @@
+import { AccountNotificationTypes as n, BudgetNotificationTypes as u, InsightNotificationTypes as t } from "../../types/Notification/index.es.js";
+var g = "PARENT-ENTITY", D = (o, e) => ({
+  [u.BudgetExceeded]: e.notification_budget_exceeded,
+  [u.BudgetOffTarget]: e.notification_budget_off_target,
+  [n.DebtPaymentReminder]: e.notification_debt_payment_reminder,
+  [n.AccountBalanceLow]: e.notification_low_balance,
+  [n.AccountDepositLargePosted]: e.notification_large_deposit,
+  [n.AccountDepositLarge]: e.notification_large_deposit,
+  [n.TransactionExpenseLarge]: e.notification_large_expense,
+  [n.TransactionFeeCharge]: e.notification_transaction_fee,
+  [n.InternationalTransaction]: e.notification_transaction_is_international,
+  [t.AccountBalanceLow]: e.account_balance_low,
+  [t.BillAmountNotStandard]: e.bill_amount_not_standard,
+  [t.CategorySpending]: e.category_spending,
+  [t.CreditCardCloseToLimit]: e.credit_card_close_to_limit,
+  [t.DebtPaymentReminder]: e.debt_payment_reminder,
+  [t.DuplicatePayment]: e.duplicate_payment,
+  [t.MonthlySpendComparison]: e.monthly_spend_comparison,
+  [t.MonthlySpendToIncomeComparison]: e.monthly_spend_to_income_comparison,
+  [t.MonthlySubscriptionAggregate]: e.monthly_subscription_aggregate,
+  [t.MonthlyTopMerchantSpending]: e.monthly_top_merchant_spending,
+  [t.SaveAnExtra100Dollars]: e.save_an_extra_100_dollars,
+  [t.SavingsOpportunity]: e.savings_opportunity,
+  [t.SetUpDirectDeposit]: e.set_up_direct_deposit,
+  [t.SwitchDirectDeposit]: e.switch_direct_deposit,
+  [t.UncategorizedTransactions]: e.uncategorized_transactions,
+  [t.UnifiedDeposit]: e.unified_deposit,
+  [t.UpcomingBill]: e.upcoming_bill,
+  [t.WeekendSpendingSummary]: e.weekend_spending_summary,
+  [t.WeeklyNewMerchants]: e.weekly_new_merchants,
+  [t.DiscoveredAccounts]: e.discovered_account,
+  [t.TransactionExpenseLarge]: e.large_transaction,
+  [t.PromotionalCampaignMessages]: e.promotional_campaign_messages,
+  [t.TransparentOverdraft]: e.transparent_overdraft
+})[o] || "", A = (o, e, s, l, f, c) => {
+  const m = [], { email_notifications_enabled: p, sms_notifications_enabled: h, push_notifications_enabled: b } = e, { opted_out_of_email_notifications: T, opted_out_of_sms_notifications: v, opted_out_of_push_notifications: S } = f;
+  for (const i of l.filter((_) => _.entity_guid === g)) {
+    const _ = D(i.notification_type, s), E = l.filter((a) => a.entity_guid !== g && a.notification_type === i.notification_type && o.some((d) => d.guid === a.entity_guid)), r = [];
+    p && !T && i.email_channel && c.email && r.push(s.delivery_method_email_label), h && !v && i.sms_channel && c.phone && r.push(s.delivery_method_sms_label), b && !S && i.push_channel && r.push(s.delivery_method_push_label), m.push({
+      ...i,
+      children: E.map((a) => ({
+        ...a,
+        account: o.find((d) => d.guid === a.entity_guid),
+        label: _
+      })),
+      deliveryMethodsLabel: r.join(", "),
+      label: _
+    });
+  }
+  return m;
+};
+export {
+  A as augmentNotificationProfiles
+};
+
+//# sourceMappingURL=index.es.js.map

package/dist/core/utils/SettingsUtil/index.es.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"index.es.js","names":[],"sources":["../../../../src/core/utils/SettingsUtil.ts"],"sourcesContent":["import {\n  type Account,\n  type ClientCommunicationProfile,\n  type DetailedNotificationProfile,\n  type NotificationProfile,\n  type SettingsCopy,\n  type User,\n  type UserCommunicationProfile,\n  AccountNotificationTypes,\n  BudgetNotificationTypes,\n  InsightNotificationTypes,\n} from '../types'\n\nconst PARENT_ENTITY = 'PARENT-ENTITY'\n\nconst getProfileLabel = (notificationType: number, copy: SettingsCopy) => {\n  const labelMap: Record<number, string> = {\n    [BudgetNotificationTypes.BudgetExceeded]: copy.notification_budget_exceeded,\n    [BudgetNotificationTypes.BudgetOffTarget]: copy.notification_budget_off_target,\n    [AccountNotificationTypes.DebtPaymentReminder]: copy.notification_debt_payment_reminder,\n    [AccountNotificationTypes.AccountBalanceLow]: copy.notification_low_balance,\n    [AccountNotificationTypes.AccountDepositLargePosted]: copy.notification_large_deposit,\n    [AccountNotificationTypes.AccountDepositLarge]: copy.notification_large_deposit,\n    [AccountNotificationTypes.TransactionExpenseLarge]: copy.notification_large_expense,\n    [AccountNotificationTypes.TransactionFeeCharge]: copy.notification_transaction_fee,\n    [AccountNotificationTypes.InternationalTransaction]:\n      copy.notification_transaction_is_international,\n    [InsightNotificationTypes.AccountBalanceLow]: copy.account_balance_low,\n    [InsightNotificationTypes.BillAmountNotStandard]: copy.bill_amount_not_standard,\n    [InsightNotificationTypes.CategorySpending]: copy.category_spending,\n    [InsightNotificationTypes.CreditCardCloseToLimit]: copy.credit_card_close_to_limit,\n    [InsightNotificationTypes.DebtPaymentReminder]: copy.debt_payment_reminder,\n    [InsightNotificationTypes.DuplicatePayment]: copy.duplicate_payment,\n    [InsightNotificationTypes.MonthlySpendComparison]: copy.monthly_spend_comparison,\n    [InsightNotificationTypes.MonthlySpendToIncomeComparison]:\n      copy.monthly_spend_to_income_comparison,\n    [InsightNotificationTypes.MonthlySubscriptionAggregate]: copy.monthly_subscription_aggregate,\n    [InsightNotificationTypes.MonthlyTopMerchantSpending]: copy.monthly_top_merchant_spending,\n    [InsightNotificationTypes.SaveAnExtra100Dollars]: copy.save_an_extra_100_dollars,\n    [InsightNotificationTypes.SavingsOpportunity]: copy.savings_opportunity,\n    [InsightNotificationTypes.SetUpDirectDeposit]: copy.set_up_direct_deposit,\n    [InsightNotificationTypes.SwitchDirectDeposit]: copy.switch_direct_deposit,\n    [InsightNotificationTypes.UncategorizedTransactions]: copy.uncategorized_transactions,\n    [InsightNotificationTypes.UnifiedDeposit]: copy.unified_deposit,\n    [InsightNotificationTypes.UpcomingBill]: copy.upcoming_bill,\n    [InsightNotificationTypes.WeekendSpendingSummary]: copy.weekend_spending_summary,\n    [InsightNotificationTypes.WeeklyNewMerchants]: copy.weekly_new_merchants,\n    [InsightNotificationTypes.DiscoveredAccounts]: copy.discovered_account,\n    [InsightNotificationTypes.TransactionExpenseLarge]: copy.large_transaction,\n    [InsightNotificationTypes.PromotionalCampaignMessages]: copy.promotional_campaign_messages,\n    [InsightNotificationTypes.TransparentOverdraft]: copy.transparent_overdraft,\n  }\n\n  return labelMap[notificationType] || ''\n}\n\nexport const augmentNotificationProfiles = (\n  accounts: Account[],\n  clientCommunicationsProfile: ClientCommunicationProfile,\n  copy: SettingsCopy,\n  profiles: NotificationProfile[],\n  userCommunicationsProfile: UserCommunicationProfile,\n  user: User,\n) => {\n  const detailedProfiles = [] as DetailedNotificationProfile[]\n  const {\n    email_notifications_enabled: clientEmailEnabled,\n    sms_notifications_enabled: clientSmsEnabled,\n    push_notifications_enabled: clientPushEnabled,\n  } = clientCommunicationsProfile\n\n  const {\n    opted_out_of_email_notifications: userEmailOptedOut,\n    opted_out_of_sms_notifications: userSmsOptedOut,\n    opted_out_of_push_notifications: userPushOptedOut,\n  } = userCommunicationsProfile\n\n  for (const profile of profiles.filter((profile) => profile.entity_guid === PARENT_ENTITY)) {\n    const label = getProfileLabel(profile.notification_type, copy)\n    const children = profiles.filter(\n      (child) =>\n        child.entity_guid !== PARENT_ENTITY &&\n        child.notification_type === profile.notification_type &&\n        accounts.some((account) => account.guid === child.entity_guid),\n    )\n\n    const deliveryMethods = [] as string[]\n    if (clientEmailEnabled && !userEmailOptedOut && profile.email_channel && user.email) {\n      deliveryMethods.push(copy.delivery_method_email_label)\n    }\n    if (clientSmsEnabled && !userSmsOptedOut && profile.sms_channel && user.phone) {\n      deliveryMethods.push(copy.delivery_method_sms_label)\n    }\n    if (clientPushEnabled 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package/dist/core/utils/TransactionUtils/index.es.js

@@ -0,0 +1,113 @@
+import { CategoryGuidToName as y, CategoryGuids as C } from "../../constants/Category/index.es.js";
+import { DATE_FORMATS_INTL as m, formatDate as f } from "../../constants/DateFormats/index.es.js";
+import { TransactionStatus as v, TransactionType as A } from "../../types/Transaction/index.es.js";
+import { formatCurrency as b } from "../NumberFormatting/index.es.js";
+import { TABLE_CONST as E } from "../../constants/Table/index.es.js";
+import { COLUMN_NAMES as l } from "../../constants/Transaction/index.es.js";
+import { format as O } from "date-fns/format";
+import { startOfMonth as S } from "date-fns/startOfMonth";
+import { startOfToday as D } from "date-fns/startOfToday";
+import { endOfToday as M } from "date-fns/endOfToday";
+import { getUnixTime as _ } from "date-fns/getUnixTime";
+import { fromUnixTime as T } from "date-fns/fromUnixTime";
+var K = (r, t, n, a = []) => {
+  const s = t.reduce((o, e) => ({
+    ...o,
+    [e.guid]: e
+  }), {}), d = n.reduce((o, e) => ({
+    ...o,
+    [e.guid]: e
+  }), {}), i = a.reduce((o, e) => {
+    const { transaction_guid: u, tag_guid: c } = e;
+    if (!o[u]) return {
+      ...o,
+      [u]: [c]
+    };
+    const g = [...o[u], c];
+    return {
+      ...o,
+      [u]: g
+    };
+  }, {});
+  return r.map((o) => {
+    const e = s[o.account_guid], u = o.category_guid ? d[o.category_guid] : null, c = i[o.guid] ?? [];
+    return {
+      ...o,
+      account: e?.user_name || "Unknown",
+      accountIsClosed: e?.is_closed,
+      accountIsHidden: e?.is_hidden,
+      category: u?.name || "Uncategorized",
+      isIncome: o.top_level_category_guid === C.INCOME,
+      isPending: o.feed_status === v.PENDING,
+      number: e?.account_number || "",
+      payee: o.description,
+      tags: c
+    };
+  });
+}, N = "uncategorized", Q = (r, t, n, a, s, d) => {
+  const i = I(r, s, d), o = L(i, n, a);
+  return t.forEach((e) => {
+    const u = o.findIndex((g) => g.guid === e), c = d.filter((g) => g.parent_guid === e);
+    o.splice(u + 1, 0, ...c);
+  }), o;
+}, I = (r, t, n) => {
+  const { accounts: a = [], dateRange: s = {
+    start: S(D()),
+    end: M()
+  }, custom: d = () => !0, searchTerm: i = "", showSplits: o = !1 } = r;
+  return n.filter((e) => o ? !e.has_been_split : !e.parent_guid).filter((e) => !!a.find((u) => u === e.account_guid)).filter((e) => e.date >= _(s.start) && e.date <= _(s.end)).filter(d).filter((e) => {
+    if (i === N && e.has_been_split) return !1;
+    if (/^spl/i.test(i) && (e.has_been_split || e.parent_guid)) return !0;
+    const u = e.tags.some((g) => p(i, t.find((h) => h.guid === g)?.name)), c = T(e.date);
+    return p(i, e.payee) || p(i, e.feed_description) || p(i, e.category) || p(i, f(c, m.MONTH)) || p(i, f(c, m.DAY)) || p(i, f(c, m.FULL_MONTH_DAY)) || p(i, f(c, m.MONTH_DAY_YEAR)) || p(i, O(c, "do")) || p(i, e.account) || p(i, b(e.amount, "0,0.00")) || p(i, e.memo) || u;
+  });
+}, L = (r, t, n) => [...r].sort((a, s) => {
+  const d = t, i = (a[d] || "") > (s[d] || "");
+  let o = i ? -1 : 1, e = i ? 1 : -1;
+  return (t === l.DATE || t === l.AMOUNT) && (o = i ? 1 : -1, e = i ? -1 : 1), n === E.ASC ? o : e;
+}), p = (r, t) => {
+  const n = r.toLowerCase().split(" "), a = t?.toString().toLowerCase() ?? "";
+  return n.every((s) => a.indexOf(s) > -1);
+};
+function U(r) {
+  return new Set(r.filter((t) => t.parent_guid !== void 0).map((t) => t.parent_guid));
+}
+function R(r) {
+  return r.reduce((t, n) => (n.parent_guid && (t[n.parent_guid] || (t[n.parent_guid] = []), t[n.parent_guid].push(n)), t), {});
+}
+function X(r, t) {
+  const n = U(t), a = R(t), s = /* @__PURE__ */ new Set(), d = [];
+  for (const i of r) n.has(i.guid) ? (a[i.guid] ?? []).slice().sort((o, e) => Math.abs(e.amount) - Math.abs(o.amount)).forEach((o) => {
+    s.has(o.guid) || (d.push(o), s.add(o.guid));
+  }) : s.has(i.guid) || (d.push(i), s.add(i.guid));
+  return d;
+}
+var ee = (r, t) => {
+  const n = G(w(r, t)), a = new Blob([n], { type: "text/csv;charset=utf-8;" }), s = document.createElement("a");
+  s.href = URL.createObjectURL(a), s.setAttribute("download", "transactions.csv"), document.body.appendChild(s), s.click(), document.body.removeChild(s), URL.revokeObjectURL(s.href);
+}, w = (r, t) => r.map((n) => ({
+  Date: f(T(n.date), m.YEAR_MONTH_DAY),
+  Description: P(n),
+  "Original Description": n.feed_description,
+  Amount: `${n.amount}`,
+  Type: n.transaction_type === A.CREDIT ? "Credit" : "Debit",
+  "Parent Category": y[n.top_level_category_guid || ""],
+  Category: n.category,
+  Account: n.account,
+  Tags: x(n, t),
+  Memo: n.memo,
+  Pending: n.isPending ? "TRUE" : "FALSE"
+})), j = (r) => r ? /[,"\n\r]/.test(r) ? `"${r.replace(/"/g, '""')}"` : r : "", G = (r) => Object.keys(r[0]).join(",").concat(`\r
+`) + r.map((t) => Object.values(t).map(j).join(",")).join(`\r
+`), P = (r) => {
+  let t = r.parent_guid ? "Split: " : "";
+  return t += r.is_hidden ? "(Excluded) " : "", t += r.description, t;
+}, x = (r, t) => r.tags.map((n) => t.filter((a) => a.guid === n)[0]?.name ?? "").join(" ");
+export {
+  K as buildDetailedTransactions,
+  ee as exportTransactionsToCSV,
+  X as flattenTransactionsWithSplits,
+  Q as sortAndFilterTransactions
+};
+
+//# sourceMappingURL=index.es.js.map

package/dist/core/utils/TransactionUtils/index.es.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"index.es.js","names":[],"sources":["../../../../src/core/utils/TransactionUtils.ts"],"sourcesContent":["import { endOfToday } from 'date-fns/endOfToday'\nimport { format } from 'date-fns/format'\nimport { fromUnixTime } from 'date-fns/fromUnixTime'\nimport { getUnixTime } from 'date-fns/getUnixTime'\nimport { startOfMonth } from 'date-fns/startOfMonth'\nimport { startOfToday } from 'date-fns/startOfToday'\n\nimport { TABLE_CONST } from '../constants/Table'\nimport {\n  CategoryGuids,\n  CategoryGuidToName,\n  DATE_FORMATS_INTL,\n  formatDate,\n  ORDINAL_DATE_FORMAT,\n} from '../constants'\nimport { COLUMN_NAMES } from '../constants/Transaction'\nimport { TransactionStatus, TransactionType } from '../types'\nimport type { Account, Category, Tag, Tagging, Transaction } from '../types'\n\nimport { type TransactionFilter } from '../stores/TransactionStore'\n\nimport { formatCurrency } from './NumberFormatting'\n\ninterface AccountsMap {\n  [key: string]: Account\n}\n\ninterface CategoriesMap {\n  [key: string]: Category\n}\n\ninterface TaggingsMap {\n  [key: string]: string[]\n}\n\nexport const buildDetailedTransactions = (\n  transactions: Transaction[],\n  accounts: Account[],\n  categories: Category[],\n  taggings: Tagging[] = [],\n) => {\n  const accountsMap = accounts.reduce((acc: AccountsMap, account: Account) => {\n    return { ...acc, [account.guid]: account }\n  }, {})\n\n  const categoriesMap = categories.reduce((acc: CategoriesMap, category: Category) => {\n    return { ...acc, [category.guid]: category }\n  }, {})\n\n  const taggingsMap = taggings.reduce((acc: TaggingsMap, tagging: Tagging) => {\n    const { transaction_guid, tag_guid } = tagging\n\n    if (!acc[transaction_guid]) {\n      return {\n        ...acc,\n        [transaction_guid]: [tag_guid],\n      }\n    }\n    const tags = [...acc[transaction_guid], tag_guid] as string[]\n\n    return {\n      ...acc,\n      [transaction_guid]: tags,\n    }\n  }, {})\n\n  return transactions.map((transaction: Transaction) => {\n    const account = accountsMap[transaction.account_guid]\n    const category = transaction.category_guid ? categoriesMap[transaction.category_guid] : null\n    const tags = taggingsMap[transaction.guid] ?? []\n\n    return {\n      ...transaction,\n      account: account?.user_name || 'Unknown',\n      accountIsClosed: account?.is_closed,\n      accountIsHidden: account?.is_hidden,\n      category: category?.name || 'Uncategorized',\n      isIncome: transaction.top_level_category_guid === CategoryGuids.INCOME,\n      isPending: transaction.feed_status === TransactionStatus.PENDING,\n      number: account?.account_number || '',\n      payee: transaction.description,\n      tags,\n    }\n  })\n}\n\nconst UNCATEGORIZED_TERM = 'uncategorized'\n\nexport const sortAndFilterTransactions = (\n  filter: TransactionFilter,\n  expandedSplits: string[],\n  sortColumn: string,\n  sortDirection: string,\n  tags: Tag[],\n  transactions: Transaction[],\n) => {\n  const filteredTransactions = filterTransactions(filter, tags, transactions)\n\n  const sortedTransactions = sortTransactions(filteredTransactions, sortColumn, sortDirection)\n\n  expandedSplits.forEach((guid) => {\n    const index = sortedTransactions.findIndex((t) => t.guid === guid)\n    const children = transactions.filter((t) => t.parent_guid === guid)\n    sortedTransactions.splice(index + 1, 0, ...children)\n  })\n  return sortedTransactions\n}\n\nconst filterTransactions = (\n  filter: TransactionFilter,\n  tags: Tag[],\n  transactions: Transaction[],\n) => {\n  const {\n    accounts = [],\n    dateRange = { start: startOfMonth(startOfToday()), end: endOfToday() },\n    custom = () => true,\n    searchTerm: searchFilter = '',\n    showSplits = false,\n  } = filter\n\n  return (\n    transactions\n      // Filters out parent of split transactions when showSplits is true and filters out split\n      // transaction children when showSplits is false\n      .filter((t) => (showSplits ? !t.has_been_split : !t.parent_guid))\n      // Filter for selected accounts\n      .filter((t) => Boolean(accounts.find((guid) => guid === t.account_guid)))\n      // Filter for Date Range\n      .filter((t) => t.date >= getUnixTime(dateRange.start) && t.date <= getUnixTime(dateRange.end))\n      // Custom filter\n      .filter(custom)\n      // Search filter\n      .filter((transaction) => {\n        // Don't return uncategorized split transactions\n        if (searchFilter === UNCATEGORIZED_TERM && transaction.has_been_split) {\n          return false\n        }\n\n        // Split check - When searching for \"Splits\" and transaction is a split or is a parent of a split(s)\n        const splitPattern = /^spl/i\n        if (\n          splitPattern.test(searchFilter) &&\n          (transaction.has_been_split || Boolean(transaction.parent_guid))\n        ) {\n          return true\n        }\n\n        // Check transactions tags\n        const isTagIncludedInSearch = transaction.tags.some((guid) =>\n          isIncludedInSearch(searchFilter, tags.find((tag) => tag.guid === guid)?.name),\n        )\n        const date = fromUnixTime(transaction.date)\n        return (\n          isIncludedInSearch(searchFilter, transaction.payee) ||\n          isIncludedInSearch(searchFilter, transaction.feed_description) ||\n          isIncludedInSearch(searchFilter, transaction.category) ||\n          isIncludedInSearch(searchFilter, formatDate(date, DATE_FORMATS_INTL.MONTH)) ||\n          isIncludedInSearch(searchFilter, formatDate(date, DATE_FORMATS_INTL.DAY)) ||\n          isIncludedInSearch(searchFilter, formatDate(date, DATE_FORMATS_INTL.FULL_MONTH_DAY)) ||\n          isIncludedInSearch(searchFilter, formatDate(date, DATE_FORMATS_INTL.MONTH_DAY_YEAR)) ||\n          isIncludedInSearch(searchFilter, format(date, ORDINAL_DATE_FORMAT)) ||\n          isIncludedInSearch(searchFilter, transaction.account) ||\n          isIncludedInSearch(searchFilter, formatCurrency(transaction.amount, '0,0.00')) ||\n          isIncludedInSearch(searchFilter, transaction.memo) ||\n          isTagIncludedInSearch\n        )\n      })\n  )\n}\n\nconst sortTransactions = (\n  transactions: Transaction[],\n  sortColumn: string,\n  sortDirection: string,\n) => {\n  return [...transactions].sort((a: Transaction, b: Transaction) => {\n    const column = sortColumn as keyof Transaction\n    const sortCompare = (a[column] || '') > (b[column] || '')\n\n    let sortASC = sortCompare ? -1 : 1\n    let sortDESC = sortCompare ? 1 : -1\n\n    if (sortColumn === COLUMN_NAMES.DATE || sortColumn === COLUMN_NAMES.AMOUNT) {\n      sortASC = sortCompare ? 1 : -1\n      sortDESC = sortCompare ? -1 : 1\n    }\n\n    return sortDirection === TABLE_CONST.ASC ? sortASC : sortDESC\n  })\n}\n\n/**\n * Determines if a value is included within the terms set in the search bar\n */\nconst isIncludedInSearch = (searchFilter: string, value: string | null | undefined) => {\n  const lowerCasedTerms = searchFilter.toLowerCase().split(' ')\n  const lowerCasedValue = value?.toString().toLowerCase() ?? ''\n\n  return lowerCasedTerms.every((filter) => lowerCasedValue.indexOf(filter) > -1)\n}\n\n// TODO: Change the way formatting data is exported in order to handle localization\ntype FormattedTransaction = {\n  Date: string\n  Description: string\n  'Original Description': string\n  Amount: string\n  Type: string\n  'Parent Category': string\n  Category: string\n  Account: string\n  Tags: string\n  Memo: string\n  Pending: string\n}\n\n/**\n * Collects the GUIDs of all transactions that act as parents\n * to one or more split (child) transactions.\n */\nfunction extractParentTransactionGuids(transactions: Transaction[]): Set<string> {\n  return new Set(\n    transactions.filter((tx) => tx.parent_guid !== undefined).map((tx) => tx.parent_guid!),\n  )\n}\n\n/**\n * Organizes child transactions by their parent transaction GUID.\n * Returns a map from parent GUID to an array of its child transactions.\n */\nfunction mapChildTransactionsByParent(transactions: Transaction[]): Record<string, Transaction[]> {\n  return transactions.reduce<Record<string, Transaction[]>>((accumulator, tx) => {\n    if (tx.parent_guid) {\n      if (!accumulator[tx.parent_guid]) accumulator[tx.parent_guid] = []\n      accumulator[tx.parent_guid].push(tx)\n    }\n    return accumulator\n  }, {})\n}\n\n/**\n * Produces a list of transactions based on the given sorted transactions,\n * where parent transactions that have split children are replaced by those\n * children sorted by descending absolute amount. All other transactions\n * are included as-is, with duplicates removed.\n */\nexport function flattenTransactionsWithSplits(\n  sortedTransactions: Transaction[],\n  allTransactions: Transaction[],\n): Transaction[] {\n  // Set of parent transaction GUIDs that have split child transactions\n  const parentTransactionGuidsWithSplits = extractParentTransactionGuids(allTransactions)\n\n  // Map from parent GUID to array of its child split transactions\n  const childTransactionsGroupedByParent = mapChildTransactionsByParent(allTransactions)\n\n  // Track GUIDs of transactions already included in the result to avoid duplicates\n  const processedTransactionGuids = new Set<string>()\n\n  // Resulting list of transactions with parents replaced by their split children\n  const flattenedTransactionList: Transaction[] = []\n\n  for (const transaction of sortedTransactions) {\n    if (parentTransactionGuidsWithSplits.has(transaction.guid)) {\n      // This transaction is a parent with splits, so replace it with its children\n      const splitChildTransactions = childTransactionsGroupedByParent[transaction.guid] ?? []\n\n      splitChildTransactions\n        .slice()\n        .sort((a, b) => Math.abs(b.amount) - Math.abs(a.amount))\n        .forEach((childTransaction) => {\n          if (!processedTransactionGuids.has(childTransaction.guid)) {\n            flattenedTransactionList.push(childTransaction)\n            processedTransactionGuids.add(childTransaction.guid)\n          }\n        })\n    } else if (!processedTransactionGuids.has(transaction.guid)) {\n      // Normal transaction (no splits), add as-is if not already added\n      flattenedTransactionList.push(transaction)\n      processedTransactionGuids.add(transaction.guid)\n    }\n  }\n\n  return flattenedTransactionList\n}\n\nexport const exportTransactionsToCSV = (transactions: Transaction[], tags: Tag[]) => {\n  const csvContent = structureCSVData(formatTransactions(transactions, tags))\n\n  const blob = new Blob([csvContent], { type: 'text/csv;charset=utf-8;' })\n  const link = document.createElement('a')\n  link.href = URL.createObjectURL(blob)\n  link.setAttribute('download', 'transactions.csv')\n\n  document.body.appendChild(link)\n  link.click()\n  document.body.removeChild(link)\n\n  URL.revokeObjectURL(link.href)\n}\n\n/**\n * Formats a list of transactions into a list that will be used when\n * downloaded to a CSV file.\n */\nconst formatTransactions = (transactions: Transaction[], tags: Tag[]) => {\n  return transactions.map((transaction) => ({\n    Date: formatDate(fromUnixTime(transaction.date), DATE_FORMATS_INTL.YEAR_MONTH_DAY),\n    Description: getDescription(transaction),\n    'Original Description': transaction.feed_description,\n    Amount: `${transaction.amount}`,\n    Type: transaction.transaction_type === TransactionType.CREDIT ? 'Credit' : 'Debit',\n    'Parent Category': CategoryGuidToName[transaction.top_level_category_guid || ''],\n    Category: transaction.category,\n    Account: transaction.account,\n    Tags: getTags(transaction, tags),\n    Memo: transaction.memo,\n    Pending: transaction.isPending ? 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package/dist/core/utils/TrendsUtil/index.es.js

@@ -0,0 +1,72 @@
+import { CategoryColors as y, CategoryGuidToName as b, CategoryGuids as _ } from "../../constants/Category/index.es.js";
+var d = (e) => y[e] ?? y.default, f = (e) => b[e];
+function C(e, t) {
+  const o = [], a = new Date(e);
+  for (; a <= t; ) {
+    const n = a.getFullYear(), r = String(a.getMonth() + 1).padStart(2, "0");
+    o.push(+`${n}${r}`), a.setMonth(a.getMonth() + 1);
+  }
+  return o;
+}
+var M = (e) => e.reduce((t, o) => {
+  const a = {
+    top_level_category_guid: o.top_level_category_guid,
+    category_guid: o.category_guid,
+    amount: o.total,
+    year_month: o.year_month
+  }, { top_level_category_guid: n, category_guid: r } = a;
+  return t[r] || (t[r] = []), t[r].push(a), n !== r && (t[n] || (t[n] = []), t[n].push(a)), t;
+}, {}), A = (e, t, o) => {
+  const a = M(e), n = C(t, o);
+  return Object.entries(a).map(([r, l]) => {
+    const c = l[0].top_level_category_guid, i = n.map((s) => {
+      const u = l.filter((m) => m.year_month === s).reduce((m, h) => m + Math.abs(h.amount), 0), g = Number(String(s).slice(0, 4)), p = Number(String(s).slice(4));
+      return {
+        x: new Date(g, p - 1),
+        y: u
+      };
+    }).sort((s, u) => s.x.getTime() - u.x.getTime());
+    return {
+      top_level_category_guid: c,
+      category_guid: r,
+      category_name: f(r),
+      category_color: d(c),
+      dataset: i
+    };
+  });
+}, S = (e, t) => {
+  const o = typeof e == "string" ? parseFloat(e.replace(/[^0-9.-]+/g, "")) : e, a = typeof t == "string" ? parseFloat(t.replace(/[^0-9.-]+/g, "")) : t;
+  return (o || 0) - (a || 0);
+}, N = (e, t) => e.indexOf("General") >= 0 ? 1 : e.localeCompare(t), v = (e, t) => {
+  const o = e.subCategories.filter((r) => r.currentAmount !== 0), a = e.totalMonthlyAmounts.slice(-t), n = (r) => r.substring(0, 3) + " " + r.slice(-4);
+  return a.map((r) => {
+    const l = n(r.label), c = o.map((s) => {
+      const u = s.monthlyAmounts.slice(-t).find((g) => n(g.label) === l);
+      return {
+        label: s.name,
+        amount: Math.abs(u?.amount || 0),
+        header: l
+      };
+    }), i = e.monthlyAmounts.slice(-t).find((s) => n(s.label) === l);
+    return [{
+      label: e.name,
+      amount: Math.abs(i?.amount || 0),
+      header: l
+    }, ...c].sort((s, u) => u.amount - s.amount);
+  });
+}, x = (e, t) => ({
+  monthlyAmounts: e ? e.totalMonthlyAmounts.slice(-t).map((o) => ({
+    x: o.label.substring(0, 3),
+    y: Math.abs(o.amount)
+  })) : [],
+  tooltipLabels: e ? v(e, t) : []
+}), D = (e) => e.slice().filter((t) => t.totalAmount !== 0 && !t.isTransfer && t.guid !== _.INVESTMENTS).sort((t, o) => Math.abs(o.totalAmount) - Math.abs(t.totalAmount));
+export {
+  S as amountComparator,
+  x as buildCategoryDetailsChartData,
+  N as categoryComparator,
+  D as filterAndSortCategoriesWithTransactions,
+  A as getStackedLineChartData
+};
+
+//# sourceMappingURL=index.es.js.map