@mx-cartographer/experiences 9.2.4-alpha.al4 → 9.3.0-alph.bb2

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (1748) hide show
  1. package/dist/accounts/AccountsMiniWidget.es.js +56 -0
  2. package/dist/accounts/AccountsMiniWidget.es.js.map +1 -0
  3. package/dist/accounts/AccountsWidget.es.js +75 -0
  4. package/dist/accounts/AccountsWidget.es.js.map +1 -0
  5. package/dist/accounts/ConnectMiniWidget.es.js +35 -0
  6. package/dist/accounts/ConnectMiniWidget.es.js.map +1 -0
  7. package/dist/accounts/components/AccountListItem.es.js +91 -0
  8. package/dist/accounts/components/AccountListItem.es.js.map +1 -0
  9. package/dist/accounts/components/AccountsList.es.js +129 -0
  10. package/dist/accounts/components/AccountsList.es.js.map +1 -0
  11. package/dist/accounts/components/AccountsListCompact.es.js +86 -0
  12. package/dist/accounts/components/AccountsListCompact.es.js.map +1 -0
  13. package/dist/accounts/components/ConnectImage.es.js +388 -0
  14. package/dist/accounts/components/ConnectImage.es.js.map +1 -0
  15. package/dist/accounts/components/ConnectMiniWidgetCard.es.js +27 -0
  16. package/dist/accounts/components/ConnectMiniWidgetCard.es.js.map +1 -0
  17. package/dist/accounts/components/ConnectionStatusIcons.es.js +23 -0
  18. package/dist/accounts/components/ConnectionStatusIcons.es.js.map +1 -0
  19. package/dist/accounts/components/ConnectionsDrawer.es.js +52 -0
  20. package/dist/accounts/components/ConnectionsDrawer.es.js.map +1 -0
  21. package/dist/accounts/components/detailsdrawer/Accounts/AccountActions.es.js +134 -0
  22. package/dist/accounts/components/detailsdrawer/Accounts/AccountActions.es.js.map +1 -0
  23. package/dist/accounts/components/detailsdrawer/Accounts/AccountActionsRow.es.js +32 -0
  24. package/dist/accounts/components/detailsdrawer/Accounts/AccountActionsRow.es.js.map +1 -0
  25. package/dist/accounts/components/detailsdrawer/Accounts/AccountConnection.es.js +158 -0
  26. package/dist/accounts/components/detailsdrawer/Accounts/AccountConnection.es.js.map +1 -0
  27. package/dist/accounts/components/detailsdrawer/Accounts/AccountDetailEdit.es.js +119 -0
  28. package/dist/accounts/components/detailsdrawer/Accounts/AccountDetailEdit.es.js.map +1 -0
  29. package/dist/accounts/components/detailsdrawer/Accounts/AccountDetails.es.js +75 -0
  30. package/dist/accounts/components/detailsdrawer/Accounts/AccountDetails.es.js.map +1 -0
  31. package/dist/accounts/components/detailsdrawer/Accounts/AccountDetailsChart.es.js +38 -0
  32. package/dist/accounts/components/detailsdrawer/Accounts/AccountDetailsChart.es.js.map +1 -0
  33. package/dist/accounts/components/detailsdrawer/Accounts/AccountDetailsContent.es.js +50 -0
  34. package/dist/accounts/components/detailsdrawer/Accounts/AccountDetailsContent.es.js.map +1 -0
  35. package/dist/accounts/components/detailsdrawer/Accounts/AccountDetailsDrawer.es.js +21 -0
  36. package/dist/accounts/components/detailsdrawer/Accounts/AccountDetailsDrawer.es.js.map +1 -0
  37. package/dist/accounts/components/detailsdrawer/Accounts/AccountDetailsHeader.es.js +81 -0
  38. package/dist/accounts/components/detailsdrawer/Accounts/AccountDetailsHeader.es.js.map +1 -0
  39. package/dist/accounts/components/detailsdrawer/Accounts/AccountDetailsTab.es.js +22 -0
  40. package/dist/accounts/components/detailsdrawer/Accounts/AccountDetailsTab.es.js.map +1 -0
  41. package/dist/accounts/components/detailsdrawer/Accounts/ConnectionErrorMessage.es.js +75 -0
  42. package/dist/accounts/components/detailsdrawer/Accounts/ConnectionErrorMessage.es.js.map +1 -0
  43. package/dist/accounts/components/detailsdrawer/Transactions/TransactionsTab.es.js +37 -0
  44. package/dist/accounts/components/detailsdrawer/Transactions/TransactionsTab.es.js.map +1 -0
  45. package/dist/accounts/constants/Accounts.d.ts +1 -4
  46. package/dist/accounts/constants/Accounts.es.js +10 -0
  47. package/dist/accounts/constants/Accounts.es.js.map +1 -0
  48. package/dist/accounts/hooks/useGetMergeableAccounts.es.js +11 -0
  49. package/dist/accounts/hooks/useGetMergeableAccounts.es.js.map +1 -0
  50. package/dist/accounts/hooks/useUiStore.es.js +12 -0
  51. package/dist/accounts/hooks/useUiStore.es.js.map +1 -0
  52. package/dist/accounts/index.es.js +23 -784
  53. package/dist/accounts/utils/AccountDetails.es.js +28 -0
  54. package/dist/accounts/utils/AccountDetails.es.js.map +1 -0
  55. package/dist/accounts/utils/AccountFields.es.js +131 -0
  56. package/dist/accounts/utils/AccountFields.es.js.map +1 -0
  57. package/dist/accounts/utils/getConnectionMessages.es.js +131 -0
  58. package/dist/accounts/utils/getConnectionMessages.es.js.map +1 -0
  59. package/dist/analytics/SurveyMiniWidget.es.js +117 -0
  60. package/dist/analytics/SurveyMiniWidget.es.js.map +1 -0
  61. package/dist/analytics/components/OpenTextField.es.js +23 -0
  62. package/dist/analytics/components/OpenTextField.es.js.map +1 -0
  63. package/dist/analytics/components/RatingScale.es.js +56 -0
  64. package/dist/analytics/components/RatingScale.es.js.map +1 -0
  65. package/dist/analytics/index.es.js +2 -151
  66. package/dist/budgets/BubbleBudgetsMiniWidget.es.js +100 -0
  67. package/dist/budgets/BubbleBudgetsMiniWidget.es.js.map +1 -0
  68. package/dist/budgets/BubbleBudgetsWidget.es.js +143 -0
  69. package/dist/budgets/BubbleBudgetsWidget.es.js.map +1 -0
  70. package/dist/budgets/components/AddBudgets.es.js +31 -0
  71. package/dist/budgets/components/AddBudgets.es.js.map +1 -0
  72. package/dist/budgets/components/BubbleBudgets.es.js +47 -0
  73. package/dist/budgets/components/BubbleBudgets.es.js.map +1 -0
  74. package/dist/budgets/components/BubbleChart.es.js +59 -0
  75. package/dist/budgets/components/BubbleChart.es.js.map +1 -0
  76. package/dist/budgets/components/BudgetDetailsDrawer.es.js +106 -0
  77. package/dist/budgets/components/BudgetDetailsDrawer.es.js.map +1 -0
  78. package/dist/budgets/components/BudgetDetailsDrawerV2.es.js +126 -0
  79. package/dist/budgets/components/BudgetDetailsDrawerV2.es.js.map +1 -0
  80. package/dist/budgets/components/BudgetList.es.js +44 -0
  81. package/dist/budgets/components/BudgetList.es.js.map +1 -0
  82. package/dist/budgets/components/BudgetsEmptyState.es.js +109 -0
  83. package/dist/budgets/components/BudgetsEmptyState.es.js.map +1 -0
  84. package/dist/budgets/components/MerchantBudgetDetailsDrawer.es.js +54 -0
  85. package/dist/budgets/components/MerchantBudgetDetailsDrawer.es.js.map +1 -0
  86. package/dist/budgets/components/Overview.es.js +129 -0
  87. package/dist/budgets/components/Overview.es.js.map +1 -0
  88. package/dist/budgets/components/addbudget/Header.es.js +70 -0
  89. package/dist/budgets/components/addbudget/Header.es.js.map +1 -0
  90. package/dist/budgets/components/addbudget/RecalculateBudgetRow.es.js +30 -0
  91. package/dist/budgets/components/addbudget/RecalculateBudgetRow.es.js.map +1 -0
  92. package/dist/budgets/components/addbudget/RecalculateBudgets.es.js +62 -0
  93. package/dist/budgets/components/addbudget/RecalculateBudgets.es.js.map +1 -0
  94. package/dist/budgets/components/addbudget/UnbudgetedRow.es.js +50 -0
  95. package/dist/budgets/components/addbudget/UnbudgetedRow.es.js.map +1 -0
  96. package/dist/budgets/components/bubblechart/Bubble.es.js +128 -0
  97. package/dist/budgets/components/bubblechart/Bubble.es.js.map +1 -0
  98. package/dist/budgets/components/bubblechart/Mercury.es.js +29 -0
  99. package/dist/budgets/components/bubblechart/Mercury.es.js.map +1 -0
  100. package/dist/budgets/components/budgetdetails/AddSubBudget.es.js +98 -0
  101. package/dist/budgets/components/budgetdetails/AddSubBudget.es.js.map +1 -0
  102. package/dist/budgets/components/budgetdetails/BudgetDetails.es.js +66 -0
  103. package/dist/budgets/components/budgetdetails/BudgetDetails.es.js.map +1 -0
  104. package/dist/budgets/components/budgetdetails/Header.es.js +48 -0
  105. package/dist/budgets/components/budgetdetails/Header.es.js.map +1 -0
  106. package/dist/budgets/components/budgetdetails/SubBudgetList.es.js +98 -0
  107. package/dist/budgets/components/budgetdetails/SubBudgetList.es.js.map +1 -0
  108. package/dist/budgets/components/budgetlist/BudgetRow.es.js +71 -0
  109. package/dist/budgets/components/budgetlist/BudgetRow.es.js.map +1 -0
  110. package/dist/budgets/components/budgetlist/SubBudgetRow.es.js +62 -0
  111. package/dist/budgets/components/budgetlist/SubBudgetRow.es.js.map +1 -0
  112. package/dist/budgets/components/budgetlist/SubBudgetZeroState.es.js +38 -0
  113. package/dist/budgets/components/budgetlist/SubBudgetZeroState.es.js.map +1 -0
  114. package/dist/budgets/components/shared/BudgetAmount.es.js +27 -0
  115. package/dist/budgets/components/shared/BudgetAmount.es.js.map +1 -0
  116. package/dist/budgets/components/shared/BudgetDetailsTopSection.es.js +84 -0
  117. package/dist/budgets/components/shared/BudgetDetailsTopSection.es.js.map +1 -0
  118. package/dist/budgets/index.es.js +6 -1400
  119. package/dist/budgets/utils/BubblesSVG.es.js +73 -0
  120. package/dist/budgets/utils/BubblesSVG.es.js.map +1 -0
  121. package/dist/cashflow/CashflowMiniWidget.es.js +45 -0
  122. package/dist/cashflow/CashflowMiniWidget.es.js.map +1 -0
  123. package/dist/cashflow/CashflowOnboarding.es.js +224 -0
  124. package/dist/cashflow/CashflowOnboarding.es.js.map +1 -0
  125. package/dist/cashflow/CashflowWidget.es.js +101 -0
  126. package/dist/cashflow/CashflowWidget.es.js.map +1 -0
  127. package/dist/cashflow/components/CashflowAmountHeading.es.js +45 -0
  128. package/dist/cashflow/components/CashflowAmountHeading.es.js.map +1 -0
  129. package/dist/cashflow/components/CashflowContent.es.js +63 -0
  130. package/dist/cashflow/components/CashflowContent.es.js.map +1 -0
  131. package/dist/cashflow/components/CashflowHeading.es.js +101 -0
  132. package/dist/cashflow/components/CashflowHeading.es.js.map +1 -0
  133. package/dist/cashflow/components/CashflowWidgetContent.es.js +167 -0
  134. package/dist/cashflow/components/CashflowWidgetContent.es.js.map +1 -0
  135. package/dist/cashflow/components/DetailsExpenseHeader.es.js +37 -0
  136. package/dist/cashflow/components/DetailsExpenseHeader.es.js.map +1 -0
  137. package/dist/cashflow/components/DetailsExpenseRow.es.js +57 -0
  138. package/dist/cashflow/components/DetailsExpenseRow.es.js.map +1 -0
  139. package/dist/cashflow/components/DetailsFooter.es.js +21 -0
  140. package/dist/cashflow/components/DetailsFooter.es.js.map +1 -0
  141. package/dist/cashflow/components/DetailsTab.es.js +90 -0
  142. package/dist/cashflow/components/DetailsTab.es.js.map +1 -0
  143. package/dist/cashflow/components/RemainingCash.es.js +35 -0
  144. package/dist/cashflow/components/RemainingCash.es.js.map +1 -0
  145. package/dist/cashflow/components/SummaryTab.es.js +258 -0
  146. package/dist/cashflow/components/SummaryTab.es.js.map +1 -0
  147. package/dist/cashflow/components/onboarding/StepOne.es.js +128 -0
  148. package/dist/cashflow/components/onboarding/StepOne.es.js.map +1 -0
  149. package/dist/cashflow/components/onboarding/StepTwo.es.js +26 -0
  150. package/dist/cashflow/components/onboarding/StepTwo.es.js.map +1 -0
  151. package/dist/cashflow/constants/CashflowImages.es.js +9 -0
  152. package/dist/cashflow/constants/CashflowImages.es.js.map +1 -0
  153. package/dist/cashflow/context/hooks.d.ts +1 -1
  154. package/dist/cashflow/context/hooks.es.js +12 -0
  155. package/dist/cashflow/context/hooks.es.js.map +1 -0
  156. package/dist/cashflow/index.es.js +6 -1058
  157. package/dist/cashflow/util/Filters.es.js +9 -0
  158. package/dist/cashflow/util/Filters.es.js.map +1 -0
  159. package/dist/categories/components/CategoryList.es.js +38 -0
  160. package/dist/categories/components/CategoryList.es.js.map +1 -0
  161. package/dist/categories/components/CategoryRow.es.js +65 -0
  162. package/dist/categories/components/CategoryRow.es.js.map +1 -0
  163. package/dist/categories/components/CategorySelector.es.js +39 -0
  164. package/dist/categories/components/CategorySelector.es.js.map +1 -0
  165. package/dist/categories/components/CategorySelectorDrawer.es.js +24 -0
  166. package/dist/categories/components/CategorySelectorDrawer.es.js.map +1 -0
  167. package/dist/categories/components/CustomCategories/AddSubcategory.es.js +46 -0
  168. package/dist/categories/components/CustomCategories/AddSubcategory.es.js.map +1 -0
  169. package/dist/categories/components/CustomCategories/CustomCategoryModal.es.js +61 -0
  170. package/dist/categories/components/CustomCategories/CustomCategoryModal.es.js.map +1 -0
  171. package/dist/categories/components/CustomCategories/DeleteSubcategory.es.js +26 -0
  172. package/dist/categories/components/CustomCategories/DeleteSubcategory.es.js.map +1 -0
  173. package/dist/categories/components/CustomCategories/RenameSubcategory.es.js +29 -0
  174. package/dist/categories/components/CustomCategories/RenameSubcategory.es.js.map +1 -0
  175. package/dist/categories/components/SubcategoryList.es.js +41 -0
  176. package/dist/categories/components/SubcategoryList.es.js.map +1 -0
  177. package/dist/categories/components/SubcategoryRow.es.js +90 -0
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  179. package/dist/categories/constants/OnClickEvents.es.js +18 -0
  180. package/dist/categories/constants/OnClickEvents.es.js.map +1 -0
  181. package/dist/categories/context/hooks.es.js +12 -0
  182. package/dist/categories/context/hooks.es.js.map +1 -0
  183. package/dist/categories/index.es.js +8 -6
  184. package/dist/common/components/Banner.es.js +39 -0
  185. package/dist/common/components/Banner.es.js.map +1 -0
  186. package/dist/common/components/ConnectCard.es.js +58 -0
  187. package/dist/common/components/ConnectCard.es.js.map +1 -0
  188. package/dist/common/components/ConnectDrawer.es.js +53 -0
  189. package/dist/common/components/ConnectDrawer.es.js.map +1 -0
  190. package/dist/common/components/ConnectStatus.d.ts +6 -0
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  193. package/dist/common/components/CurrencyDialog.es.js +119 -0
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+ {"version":3,"file":"GoalStore.es.js","names":[],"sources":["../../../src/core/stores/GoalStore.ts"],"sourcesContent":["import { makeAutoObservable, runInAction } from 'mobx'\n\nimport { GoalApi } from '../api'\n\nimport {\n type Goal,\n type MonthlyCashFlowProfile,\n type RetirementGoalAccount,\n TrackType,\n} from '../types'\nimport { getProjectedRetirementDate } from '../utils/GoalsUtil'\n\nimport { GlobalStore } from './GlobalStore'\n\nexport class GoalStore {\n globalStore: GlobalStore\n api = new GoalApi('/', '')\n\n goals: Goal[] = []\n goalsLoaded: boolean = false\n retirementGoals: Goal[] = []\n retirementGoalsLoaded: boolean = false\n retirementGoalAccounts: RetirementGoalAccount[] = []\n retirementGoalAccountsLoaded: boolean = false\n monthlyCashFlowProfile: MonthlyCashFlowProfile | undefined = undefined\n monthlyCashFlowProfileLoaded: boolean = false\n\n newRetirementGoalAccounts: RetirementGoalAccount[] = []\n\n alert: string = ''\n selectedGoal: Goal | undefined = undefined\n\n constructor(globalStore: GlobalStore) {\n this.globalStore = globalStore\n this.api = new GoalApi(globalStore.endpoint, globalStore.sessionToken, globalStore.onError)\n\n makeAutoObservable(this)\n }\n\n get allGoals(): Goal[] {\n if (!this.isAllGoalDataLoaded) return []\n\n const goalsCopy = this.globalStore.copyStore.copy.goals\n const userBirthday = this.globalStore.userStore.user.birthday\n return [\n ...this.goals,\n ...this.retirementGoals.map((goal: Goal) => ({\n ...goal,\n amount: goal.target_amount,\n name: goalsCopy.retirement,\n track_type: TrackType.RETIREMENT_TRACK,\n projected_to_complete_at:\n goal.retirement_age && userBirthday\n ? getProjectedRetirementDate(goal.retirement_age, userBirthday)\n : undefined,\n })),\n ] as Goal[]\n }\n\n get orderedGoals(): Goal[] {\n return this.allGoals.slice().sort((a, b) => a.position - b.position)\n }\n\n get debtGoals() {\n return this.orderedGoals.filter((goal) => goal.track_type === TrackType.DEBT_TRACK)\n }\n\n get retirmentGoals() {\n return this.orderedGoals.filter((goal) => goal.track_type === TrackType.RETIREMENT_TRACK)\n }\n\n get savingGoals() {\n return this.orderedGoals.filter((goal) => goal.track_type === TrackType.SAVINGS_TRACK)\n }\n\n get ongoingGoalsForMicroWidget() {\n const ongoingGoals = this.allGoals.filter(\n (goal) =>\n !goal.is_complete &&\n goal.track_type !== TrackType.EMERGENCY_FUND_TRACK &&\n goal.track_type !== null,\n )\n const priorityOrder = [\n TrackType.SAVINGS_TRACK,\n TrackType.DEBT_TRACK,\n TrackType.RETIREMENT_TRACK,\n ]\n return ongoingGoals\n .sort((a, b) => {\n const aIndex = a.track_type ? priorityOrder.indexOf(a.track_type) : -1\n const bIndex = b.track_type ? priorityOrder.indexOf(b.track_type) : -1\n return aIndex - bIndex\n })\n .slice(0, 3)\n }\n\n get isAllGoalDataLoaded() {\n return (\n this.goalsLoaded &&\n this.retirementGoalsLoaded &&\n this.retirementGoalAccountsLoaded &&\n this.monthlyCashFlowProfileLoaded\n )\n }\n\n setGoals = (goals: Goal[]) => {\n this.goals = goals\n this.goalsLoaded = true\n }\n\n setRetirementGoals = (goals: Goal[]) => {\n this.retirementGoals = goals\n this.retirementGoalsLoaded = true\n }\n\n setRetirementGoalAccounts = (accounts: RetirementGoalAccount[]) => {\n this.retirementGoalAccounts = accounts\n this.retirementGoalAccountsLoaded = true\n }\n\n setMonthlyCashFlowProfile = (profile: MonthlyCashFlowProfile) => {\n this.monthlyCashFlowProfile = profile\n this.monthlyCashFlowProfileLoaded = true\n }\n\n loadGoalData = async () => {\n await Promise.all([\n this.loadGoals(),\n this.loadRetirementGoals(),\n this.loadRetirementGoalAccounts(),\n this.loadMonthlyCashFlowProfile(),\n ])\n }\n\n loadGoals = async () => {\n try {\n const goals = await this.api.getGoals()\n this.setGoals(goals)\n } catch (error) {\n console.error('Error occurred while getting goals:', error)\n this.globalStore.captureException(error, { store: 'GoalStore' })\n }\n }\n\n loadRetirementGoals = async () => {\n try {\n const retirementGoals = await this.api.getRetirementGoals()\n this.setRetirementGoals(retirementGoals)\n } catch (error) {\n console.error('Error occurred while loading retirement goals:', error)\n this.globalStore.captureException(error, { store: 'GoalStore' })\n }\n }\n\n loadRetirementGoalAccounts = async () => {\n try {\n const retirementGoalAccounts = await this.api.getRetirementGoalAccounts()\n this.setRetirementGoalAccounts(retirementGoalAccounts)\n } catch (error) {\n console.error('Error occurred while loading retirement goal accounts:', error)\n this.globalStore.captureException(error, { store: 'GoalStore' })\n }\n }\n\n loadMonthlyCashFlowProfile = async () => {\n try {\n const monthlyCashFlowProfile = await this.api.getMonthlyCashFlowProfile()\n this.setMonthlyCashFlowProfile(monthlyCashFlowProfile)\n } catch (error) {\n console.error('Error occurred while loading monthly cash flow profile:', error)\n this.globalStore.captureException(error, { store: 'GoalStore' })\n }\n }\n\n addGoal = async (goal: Goal) => {\n try {\n const newGoal = await this.api.addGoal(goal)\n this.setGoals([...this.goals, newGoal])\n } catch (error) {\n console.error('Error occurred while adding goal:', error)\n this.globalStore.captureException(error, { store: 'GoalStore' })\n }\n }\n\n addRetirementGoal = async (goal: Goal) => {\n const goalsCopy = this.globalStore.copyStore.copy.goals\n try {\n const newGoal: Goal = await this.api.addRetirementGoal(goal)\n const newAccounts = [] as RetirementGoalAccount[]\n const userBirthday = this.globalStore.userStore.user.birthday\n for (const account of this.newRetirementGoalAccounts) {\n const newAccount = await this.api.addRetirementGoalAccount({\n ...account,\n retirement_goal_guid: newGoal.guid,\n })\n newAccounts.push(newAccount)\n }\n this.setNewRetirementGoalAccounts([])\n\n this.retirementGoals = [\n ...this.retirementGoals,\n {\n ...newGoal,\n amount: newGoal.target_amount,\n name: goalsCopy.retirement,\n track_type: TrackType.RETIREMENT_TRACK,\n projected_to_complete_at:\n newGoal.retirement_age && userBirthday\n ? getProjectedRetirementDate(newGoal.retirement_age, userBirthday)\n : undefined,\n } as Goal,\n ]\n this.setRetirementGoalAccounts([...this.retirementGoalAccounts, ...newAccounts])\n } catch (error) {\n console.error('Error occurred while adding retirement goal:', error)\n this.globalStore.captureException(error, { store: 'GoalStore' })\n }\n }\n\n addRetirementGoalAccount = async (account: RetirementGoalAccount) => {\n try {\n const newAccount = await this.api.addRetirementGoalAccount(account)\n\n runInAction(() => {\n this.retirementGoalAccounts = [...this.retirementGoalAccounts, newAccount]\n })\n } catch (error) {\n console.error('Error occurred while adding retirement goal account:', error)\n this.globalStore.captureException(error, { store: 'GoalStore' })\n }\n }\n\n deleteGoal = async (guid: string) => {\n try {\n await this.api.removeGoal(guid)\n\n const index = this.goals.findIndex((g) => g.guid === guid)\n if (index >= 0) {\n this.goals.splice(index, 1)\n }\n } catch (error) {\n console.error('Error occurred while deleting goal:', error)\n this.globalStore.captureException(error, { store: 'GoalStore' })\n }\n }\n\n deleteRetirementGoal = async (goal: Goal) => {\n try {\n const accounts = this.retirementGoalAccounts.filter(\n (g) => g.retirement_goal_guid === goal.guid,\n )\n for (const account of accounts) {\n await this.deleteRetirementGoalAccount(account.guid)\n }\n await this.api.removeRetirementGoal(goal.guid)\n\n const index = this.retirementGoals.findIndex((g) => g.guid === goal.guid)\n if (index >= 0) {\n this.retirementGoals.splice(index, 1)\n }\n } catch (error) {\n console.error('Error deleting retirement goal:', error)\n this.globalStore.captureException(error, { store: 'GoalStore' })\n }\n }\n\n deleteRetirementGoalAccount = async (guid: string) => {\n try {\n await this.api.removeRetirementGoalAccount(guid)\n\n const index = this.retirementGoalAccounts.findIndex((rga) => rga.guid === guid)\n if (index >= 0) {\n this.retirementGoalAccounts.splice(index, 1)\n }\n } catch (error) {\n console.error('Error deleting retirement goal account:', error)\n this.globalStore.captureException(error, { store: 'GoalStore' })\n }\n }\n\n reorderGoals = async (goals: Goal[]) => {\n try {\n const reordered = (await this.api.reorderGoals(goals)) as Goal[]\n\n runInAction(() => {\n for (const goal of reordered) {\n const index = this.goals.findIndex((g) => g.guid === goal.guid)\n if (index >= 0) {\n this.goals[index].position = goal.position\n }\n }\n })\n } catch (error) {\n console.error('Error reordering goals:', error)\n this.globalStore.captureException(error, { store: 'GoalStore' })\n }\n }\n\n setAlert = (alert: string) => (this.alert = alert)\n\n setNewRetirementGoalAccounts = (accounts: RetirementGoalAccount[]) => {\n this.newRetirementGoalAccounts = accounts\n }\n\n setSelectedGoal = (goal: Goal | undefined) => (this.selectedGoal = goal)\n\n updateGoal = async (goal: Goal) => {\n try {\n const updatedGoal = await this.api.updateGoal(goal)\n\n runInAction(() => {\n const index = this.goals.findIndex((g) => g.guid === goal.guid)\n if (index >= 0) {\n this.goals[index] = updatedGoal\n }\n if (this.selectedGoal?.guid === goal.guid) {\n this.setSelectedGoal(updatedGoal)\n }\n })\n } catch (error) {\n console.error('Error occurred while updating goal:', error)\n this.globalStore.captureException(error, { store: 'GoalStore' })\n }\n }\n\n updateRetirementGoal = async (goal: Goal) => {\n try {\n const updatedRetirementGoal = await this.api.updateRetirementGoal({\n ...goal,\n target_amount: goal.amount,\n })\n\n runInAction(() => {\n const index = this.retirementGoals.findIndex((g) => g.guid === goal.guid)\n if (index >= 0) {\n this.retirementGoals[index] = updatedRetirementGoal\n }\n\n if (this.selectedGoal?.guid === goal.guid) {\n this.setSelectedGoal(this.allGoals.find((g) => g.guid === goal.guid))\n }\n })\n } catch (error) {\n console.error('Error occurred while updating retirement goal:', error)\n this.globalStore.captureException(error, { store: 'GoalStore' })\n }\n }\n\n updateMonthlyCashFlowProfile = async (profile: MonthlyCashFlowProfile) => {\n try {\n const updatedProfile = await this.api.updateMonthlyCashFlowProfile(profile)\n this.setMonthlyCashFlowProfile(updatedProfile)\n } catch (error) {\n console.error('Error occurred while updating monthly cash flow profile:', error)\n this.globalStore.captureException(error, { store: 'GoalStore' })\n }\n 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@@ -14,5 +14,5 @@ export declare class HelpStore {
14
14
  severity: import('@mui/types').OverridableStringUnion<import('@mui/material').AlertColor, import('@mui/material').AlertPropsColorOverrides> | undefined;
15
15
  };
16
16
  get copy(): HelpCopy;
17
- get helpCategories(): import('../types').HelpCategory[];
17
+ get helpCategories(): import('..').HelpCategory[];
18
18
  }
@@ -0,0 +1,45 @@
1
+ import { HelpApi as o } from "../api/HelpApi.es.js";
2
+ import { HelpUtil as s } from "../utils/HelpUtil.es.js";
3
+ import { makeAutoObservable as i } from "mobx";
4
+ var l = class {
5
+ alert = {
6
+ message: "",
7
+ severity: void 0
8
+ };
9
+ api = new o("/", "");
10
+ appConfig;
11
+ globalStore;
12
+ isLoading = !1;
13
+ constructor(t) {
14
+ this.globalStore = t, this.api = new o(t.endpoint, t.sessionToken, t.onError), i(this);
15
+ }
16
+ createSupportTicket = async (t) => {
17
+ try {
18
+ this.isLoading = !0, await this.api.createSupportTicket(t), this.setAlert(this.copy.request_support_submit_success_message, "success");
19
+ } catch (e) {
20
+ console.error("Error occurred while submitting support ticket:", e), this.globalStore.captureException(e, { store: "HelpStore" }), this.setAlert(this.copy.request_support_submit_failure_message, "error");
21
+ } finally {
22
+ this.isLoading = !1;
23
+ }
24
+ };
25
+ setAlert = (t, e = void 0) => this.alert = {
26
+ message: t,
27
+ severity: e
28
+ };
29
+ get copy() {
30
+ return this.globalStore.copyStore.copy.help;
31
+ }
32
+ get helpCategories() {
33
+ const { client_communication_profile: t, client_profile: e } = this.globalStore.appDataStore.appData, { help: { category_list: r } } = this.globalStore.copyStore.copy;
34
+ return s({
35
+ ...t,
36
+ ...e,
37
+ ...this.globalStore.appConfig.config
38
+ }, r);
39
+ }
40
+ };
41
+ export {
42
+ l as HelpStore
43
+ };
44
+
45
+ //# sourceMappingURL=HelpStore.es.js.map
@@ -0,0 +1 @@
1
+ {"version":3,"file":"HelpStore.es.js","names":[],"sources":["../../../src/core/stores/HelpStore.ts"],"sourcesContent":["import { makeAutoObservable } from 'mobx'\n\nimport { HelpApi } from '../api'\nimport type { Config, HelpCopy, HelpAlertProps, Ticket } from '../types'\nimport { HelpUtil } from '../utils/HelpUtil'\n\nimport { GlobalStore } from './GlobalStore'\n\nexport class HelpStore {\n alert: HelpAlertProps = { message: '', severity: undefined }\n api = new HelpApi('/', '')\n appConfig: Config | undefined\n globalStore: GlobalStore\n isLoading: boolean = false\n\n constructor(globalStore: GlobalStore) {\n this.globalStore = globalStore\n this.api = new HelpApi(globalStore.endpoint, globalStore.sessionToken, globalStore.onError)\n\n makeAutoObservable(this)\n }\n\n createSupportTicket = async (ticket: Ticket) => {\n try {\n this.isLoading = true\n await this.api.createSupportTicket(ticket)\n this.setAlert(this.copy.request_support_submit_success_message, 'success')\n } catch (error) {\n console.error('Error occurred while submitting support ticket:', error)\n this.globalStore.captureException(error, { store: 'HelpStore' })\n this.setAlert(this.copy.request_support_submit_failure_message, 'error')\n } finally {\n this.isLoading = false\n }\n }\n\n setAlert = (message: string, severity: HelpAlertProps['severity'] = undefined) =>\n (this.alert = { message, severity })\n\n get copy(): HelpCopy {\n return this.globalStore.copyStore.copy.help\n }\n\n get helpCategories() {\n const { client_communication_profile, client_profile } = this.globalStore.appDataStore.appData\n\n const {\n help: { category_list },\n } = this.globalStore.copyStore.copy\n\n return HelpUtil(\n {\n ...client_communication_profile,\n ...client_profile,\n ...this.globalStore.appConfig.config,\n },\n category_list,\n )\n }\n}\n"],"mappings":";;;AAQA,IAAa,IAAb,MAAuB;AAAA,EACrB,QAAwB;AAAA,IAAE,SAAS;AAAA,IAAI,UAAU;AAAA,EAAU;AAAA,EAC3D,MAAM,IAAI,EAAQ,KAAK,EAAE;AAAA,EACzB;AAAA,EACA;AAAA,EACA,YAAqB;AAAA,EAErB,YAAY,GAA0B;AACpC,SAAK,cAAc,GACnB,KAAK,MAAM,IAAI,EAAQ,EAAY,UAAU,EAAY,cAAc,EAAY,OAAO,GAE1F,EAAmB,IAAI;AAAA,EACzB;AAAA,EAEA,sBAAsB,OAAO,MAAmB;AAC9C,QAAI;AACF,WAAK,YAAY,IACjB,MAAM,KAAK,IAAI,oBAAoB,CAAM,GACzC,KAAK,SAAS,KAAK,KAAK,wCAAwC,SAAS;AAAA,IAC3E,SAAS,GAAO;AACd,cAAQ,MAAM,mDAAmD,CAAK,GACtE,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,YAAY,CAAC,GAC/D,KAAK,SAAS,KAAK,KAAK,wCAAwC,OAAO;AAAA,IACzE,UAAA;AACE,WAAK,YAAY;AAAA,IACnB;AAAA,EACF;AAAA,EAEA,WAAA,CAAY,GAAiB,IAAuC,WACjE,KAAK,QAAQ;AAAA,IAAE,SAAA;AAAA,IAAS,UAAA;AAAA,EAAS;AAAA,EAEpC,IAAI,OAAiB;AACnB,WAAO,KAAK,YAAY,UAAU,KAAK;AAAA,EACzC;AAAA,EAEA,IAAI,iBAAiB;AACnB,UAAM,EAAE,8BAAA,GAA8B,gBAAA,EAAA,IAAmB,KAAK,YAAY,aAAa,SAEjF,EACJ,MAAM,EAAE,eAAA,EAAA,EAAA,IACN,KAAK,YAAY,UAAU;AAE/B,WAAO,EACL;AAAA,MACE,GAAG;AAAA,MACH,GAAG;AAAA,MACH,GAAG,KAAK,YAAY,UAAU;AAAA,IAChC,GACA,CACF;AAAA,EACF;AACF"}
@@ -0,0 +1,60 @@
1
+ import { HoldingApi as e } from "../api/HoldingApi.es.js";
2
+ import { AnalysisType as n } from "../constants/Investments.es.js";
3
+ import { analysisChartData as a, analysisDetailsData as r, mapDataToPercentageGrid as l } from "../utils/InvestmentUtil.es.js";
4
+ import { makeAutoObservable as d, runInAction as h } from "mobx";
5
+ var y = class {
6
+ analysisType = n.Stocks;
7
+ api = new e("/", "");
8
+ holdings = [];
9
+ holdingsLoaded = !1;
10
+ globalStore;
11
+ showConnectionsWidget = !1;
12
+ constructor(i) {
13
+ this.globalStore = i, this.api = new e(i.endpoint, i.sessionToken, i.onError), d(this);
14
+ }
15
+ get analysisChartData() {
16
+ return l(a(this.visibleHoldings), this.analysisType);
17
+ }
18
+ get analysisDetails() {
19
+ return r(this.visibleHoldings)[this.analysisType] || {};
20
+ }
21
+ get visibleHoldings() {
22
+ return this.holdings.filter((i) => this.globalStore.globalUiStore.selectedAccountGuids.includes(i.account_guid));
23
+ }
24
+ setHoldings = (i) => {
25
+ this.holdings = i, this.holdingsLoaded = !0;
26
+ };
27
+ setShowConnectionsWidget = (i) => {
28
+ this.showConnectionsWidget = i;
29
+ };
30
+ loadHoldings = async () => {
31
+ try {
32
+ const i = await this.api.getHoldings();
33
+ this.setHoldings(i);
34
+ } catch (i) {
35
+ console.error("Error occurred while getting holdings:", i), this.globalStore.captureException(i, { store: "HoldingStore" });
36
+ }
37
+ };
38
+ setAnalysisType = (i) => {
39
+ this.analysisType = i;
40
+ };
41
+ updateHoldings = async (i) => {
42
+ this.holdingsLoaded = !1;
43
+ try {
44
+ const s = await this.api.updateHoldings(i), o = this.holdings.findIndex(({ guid: t }) => t === i.guid);
45
+ if (o >= 0) {
46
+ const t = [...this.holdings];
47
+ t[o] = s, h(() => {
48
+ this.holdings = t, this.holdingsLoaded = !0;
49
+ });
50
+ }
51
+ } catch (s) {
52
+ console.error("Error occurred while updating holding:", s), this.globalStore.captureException(s, { store: "HoldingStore" });
53
+ }
54
+ };
55
+ };
56
+ export {
57
+ y as HoldingStore
58
+ };
59
+
60
+ //# sourceMappingURL=HoldingStore.es.js.map
@@ -0,0 +1 @@
1
+ {"version":3,"file":"HoldingStore.es.js","names":[],"sources":["../../../src/core/stores/HoldingStore.ts"],"sourcesContent":["import { makeAutoObservable, runInAction } from 'mobx'\n\nimport { HoldingApi } from '../api'\nimport { AnalysisType } from '../constants/Investments'\nimport { type Holding } from '../types'\nimport {\n analysisChartData,\n analysisDetailsData,\n mapDataToPercentageGrid,\n} from '../utils/InvestmentUtil'\n\nimport { GlobalStore } from './GlobalStore'\n\nexport class HoldingStore {\n analysisType: AnalysisType = AnalysisType.Stocks\n api = new HoldingApi('/', '')\n holdings: Holding[] = []\n holdingsLoaded = false\n globalStore: GlobalStore\n showConnectionsWidget = false\n\n constructor(globalStore: GlobalStore) {\n this.globalStore = globalStore\n this.api = new HoldingApi(globalStore.endpoint, globalStore.sessionToken, globalStore.onError)\n\n makeAutoObservable(this)\n }\n\n get analysisChartData() {\n return mapDataToPercentageGrid(analysisChartData(this.visibleHoldings), this.analysisType)\n }\n\n get analysisDetails() {\n return analysisDetailsData(this.visibleHoldings)[this.analysisType] || {}\n }\n\n get visibleHoldings() {\n return this.holdings.filter((holding) =>\n this.globalStore.globalUiStore.selectedAccountGuids.includes(holding.account_guid),\n )\n }\n\n setHoldings = (holdings: Holding[]) => {\n this.holdings = holdings\n this.holdingsLoaded = true\n }\n\n setShowConnectionsWidget = (value: boolean) => {\n this.showConnectionsWidget = value\n }\n\n loadHoldings = async () => {\n try {\n const holdings = await this.api.getHoldings()\n this.setHoldings(holdings)\n } catch (error) {\n console.error('Error occurred while getting holdings:', error)\n this.globalStore.captureException(error, { store: 'HoldingStore' })\n }\n }\n\n setAnalysisType = (analysisType: AnalysisType) => {\n this.analysisType = analysisType\n }\n\n updateHoldings = async (holding: Holding) => {\n this.holdingsLoaded = false\n try {\n const updatedHolding = await this.api.updateHoldings(holding)\n const updatedIndex = this.holdings.findIndex(({ guid }) => guid === holding.guid)\n\n if (updatedIndex >= 0) {\n const holdings = [...this.holdings]\n holdings[updatedIndex] = updatedHolding\n\n runInAction(() => {\n this.holdings = holdings\n this.holdingsLoaded = true\n })\n }\n } catch (error) {\n console.error('Error occurred while updating holding:', error)\n this.globalStore.captureException(error, { store: 'HoldingStore' })\n }\n }\n}\n"],"mappings":";;;;AAaA,IAAa,IAAb,MAA0B;AAAA,EACxB,eAA6B,EAAa;AAAA,EAC1C,MAAM,IAAI,EAAW,KAAK,EAAE;AAAA,EAC5B,WAAsB,CAAC;AAAA,EACvB,iBAAiB;AAAA,EACjB;AAAA,EACA,wBAAwB;AAAA,EAExB,YAAY,GAA0B;AACpC,SAAK,cAAc,GACnB,KAAK,MAAM,IAAI,EAAW,EAAY,UAAU,EAAY,cAAc,EAAY,OAAO,GAE7F,EAAmB,IAAI;AAAA,EACzB;AAAA,EAEA,IAAI,oBAAoB;AACtB,WAAO,EAAwB,EAAkB,KAAK,eAAe,GAAG,KAAK,YAAY;AAAA,EAC3F;AAAA,EAEA,IAAI,kBAAkB;AACpB,WAAO,EAAoB,KAAK,eAAe,EAAE,KAAK,YAAA,KAAiB,CAAC;AAAA,EAC1E;AAAA,EAEA,IAAI,kBAAkB;AACpB,WAAO,KAAK,SAAS,OAAA,CAAQ,MAC3B,KAAK,YAAY,cAAc,qBAAqB,SAAS,EAAQ,YAAY,CACnF;AAAA,EACF;AAAA,EAEA,cAAA,CAAe,MAAwB;AACrC,SAAK,WAAW,GAChB,KAAK,iBAAiB;AAAA,EACxB;AAAA,EAEA,2BAAA,CAA4B,MAAmB;AAC7C,SAAK,wBAAwB;AAAA,EAC/B;AAAA,EAEA,eAAe,YAAY;AACzB,QAAI;AACF,YAAM,IAAW,MAAM,KAAK,IAAI,YAAY;AAC5C,WAAK,YAAY,CAAQ;AAAA,IAC3B,SAAS,GAAO;AACd,cAAQ,MAAM,0CAA0C,CAAK,GAC7D,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,eAAe,CAAC;AAAA,IACpE;AAAA,EACF;AAAA,EAEA,kBAAA,CAAmB,MAA+B;AAChD,SAAK,eAAe;AAAA,EACtB;AAAA,EAEA,iBAAiB,OAAO,MAAqB;AAC3C,SAAK,iBAAiB;AACtB,QAAI;AACF,YAAM,IAAiB,MAAM,KAAK,IAAI,eAAe,CAAO,GACtD,IAAe,KAAK,SAAS,UAAA,CAAW,EAAE,MAAA,EAAA,MAAW,MAAS,EAAQ,IAAI;AAEhF,UAAI,KAAgB,GAAG;AACrB,cAAM,IAAW,CAAC,GAAG,KAAK,QAAQ;AAClC,QAAA,EAAS,CAAA,IAAgB,GAEzB,EAAA,MAAkB;AAChB,eAAK,WAAW,GAChB,KAAK,iBAAiB;AAAA,QACxB,CAAC;AAAA,MACH;AAAA,IACF,SAAS,GAAO;AACd,cAAQ,MAAM,0CAA0C,CAAK,GAC7D,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,eAAe,CAAC;AAAA,IACpE;AAAA,EACF;AACF"}
@@ -0,0 +1,28 @@
1
+ import { MerchantApi as n } from "../api/MerchantApi.es.js";
2
+ import { makeAutoObservable as i, runInAction as s } from "mobx";
3
+ var h = class {
4
+ globalStore;
5
+ api = new n("/", "");
6
+ merchant = null;
7
+ merchants = [];
8
+ isLoading = !1;
9
+ constructor(t) {
10
+ this.globalStore = t, this.api = new n(t.endpoint, t.sessionToken, t.onError), i(this);
11
+ }
12
+ loadMerchants = async (t = "") => {
13
+ this.isLoading = !0;
14
+ const a = await this.api.getMerchants([t]);
15
+ s(() => {
16
+ this.merchants = a, this.isLoading = !1;
17
+ });
18
+ };
19
+ loadMerchantByGuid = async (t) => {
20
+ const a = await this.api.getMerchantByGuid(t);
21
+ s(() => this.merchant = a);
22
+ };
23
+ };
24
+ export {
25
+ h as MerchantStore
26
+ };
27
+
28
+ //# sourceMappingURL=MerchantStore.es.js.map
@@ -0,0 +1 @@
1
+ {"version":3,"file":"MerchantStore.es.js","names":[],"sources":["../../../src/core/stores/MerchantStore.ts"],"sourcesContent":["import { makeAutoObservable, runInAction } from 'mobx'\n\nimport { MerchantApi } from '../api'\nimport type { Merchant } from '../types'\n\nimport { GlobalStore } from './GlobalStore'\n\nexport interface CopyObject {\n [key: string]: string\n}\n\nexport class MerchantStore {\n globalStore: GlobalStore\n api: MerchantApi = new MerchantApi('/', '')\n\n merchant: Merchant | null = null\n merchants: Merchant[] = []\n isLoading = false\n\n constructor(globalStore: GlobalStore) {\n this.globalStore = globalStore\n this.api = new MerchantApi(globalStore.endpoint, globalStore.sessionToken, globalStore.onError)\n\n makeAutoObservable(this)\n }\n\n loadMerchants = async (searchValue = '') => {\n this.isLoading = true\n\n const merchants = await this.api.getMerchants([searchValue])\n\n runInAction(() => {\n this.merchants = merchants\n this.isLoading = false\n })\n }\n\n loadMerchantByGuid = async (guid: string) => {\n const merchant = await this.api.getMerchantByGuid(guid)\n\n runInAction(() => (this.merchant = merchant))\n }\n}\n"],"mappings":";;AAWA,IAAa,IAAb,MAA2B;AAAA,EACzB;AAAA,EACA,MAAmB,IAAI,EAAY,KAAK,EAAE;AAAA,EAE1C,WAA4B;AAAA,EAC5B,YAAwB,CAAC;AAAA,EACzB,YAAY;AAAA,EAEZ,YAAY,GAA0B;AACpC,SAAK,cAAc,GACnB,KAAK,MAAM,IAAI,EAAY,EAAY,UAAU,EAAY,cAAc,EAAY,OAAO,GAE9F,EAAmB,IAAI;AAAA,EACzB;AAAA,EAEA,gBAAgB,OAAO,IAAc,OAAO;AAC1C,SAAK,YAAY;AAEjB,UAAM,IAAY,MAAM,KAAK,IAAI,aAAa,CAAC,CAAW,CAAC;AAE3D,IAAA,EAAA,MAAkB;AAChB,WAAK,YAAY,GACjB,KAAK,YAAY;AAAA,IACnB,CAAC;AAAA,EACH;AAAA,EAEA,qBAAqB,OAAO,MAAiB;AAC3C,UAAM,IAAW,MAAM,KAAK,IAAI,kBAAkB,CAAI;AAEtD,IAAA,EAAA,MAAmB,KAAK,WAAW,CAAS;AAAA,EAC9C;AACF"}
@@ -0,0 +1,73 @@
1
+ import { AccountApi as a } from "../api/AccountApi.es.js";
2
+ import { buildAssetsLiabilities as c, buildChartData as r, buildGainsLosses as h, filterAccounts as i, flattenBalances as l, getLatestNetWorthData as o, sortByYearMonthAscending as u } from "../utils/NetWorthUtils.es.js";
3
+ import { makeAutoObservable as d } from "mobx";
4
+ var y = class {
5
+ globalStore;
6
+ accountsApi = new a("/", "");
7
+ monthlyAccountBalances = [];
8
+ monthlyAccountBalancesLoaded = !1;
9
+ hoveredIndex = -1;
10
+ selectedIndex = -1;
11
+ timeframe = 6;
12
+ constructor(t) {
13
+ this.globalStore = t, this.accountsApi = new a(t.endpoint, t.sessionToken, t.onError), d(this);
14
+ }
15
+ get isNetWorthDataLoaded() {
16
+ return this.globalStore.accountStore.isAccountDataLoaded && this.monthlyAccountBalancesLoaded;
17
+ }
18
+ get netWorthAccounts() {
19
+ return i(this.globalStore.globalUiStore.selectedAccounts, this.globalStore.accountStore.members);
20
+ }
21
+ get netWorthData() {
22
+ return {
23
+ accounts: this.netWorthAccounts,
24
+ monthlyAccountBalances: this.monthlyAccountBalances
25
+ };
26
+ }
27
+ get netWorthChartData() {
28
+ return r(this.netWorthAccounts, this.monthlyAccountBalances, this.timeframe);
29
+ }
30
+ get selectedData() {
31
+ if (!(!this.netWorthChartData || this.netWorthChartData.length === 0))
32
+ return this.selectedIndex === -1 ? o(this.netWorthChartData) : this.netWorthChartData[this.selectedIndex];
33
+ }
34
+ get hoveredData() {
35
+ return this.hoveredIndex >= 0 ? this.netWorthChartData[this.hoveredIndex] : void 0;
36
+ }
37
+ get gainsLosses() {
38
+ return h(this.selectedData);
39
+ }
40
+ get assetsLiabilities() {
41
+ const { assets: t, liabilities: e, totalAssets: n, totalLiabilities: s } = c(this.netWorthData.accounts);
42
+ return {
43
+ netWorth: o(this.netWorthChartData),
44
+ assets: t,
45
+ liabilities: e,
46
+ totalAssets: n,
47
+ totalLiabilities: s
48
+ };
49
+ }
50
+ loadNetWorthData = async () => {
51
+ this.globalStore.accountStore.isAccountDataLoaded || await this.globalStore.accountStore.loadAccountData();
52
+ const t = (await Promise.all(this.netWorthAccounts.map((e) => this.getMonthlyAccountBalances(e.guid)))).reduce(l, []).sort(u);
53
+ this.setMonthlyAccountBalances(t);
54
+ };
55
+ getMonthlyAccountBalances = async (t) => {
56
+ try {
57
+ return await this.accountsApi.getMonthlyAccountBalances(t);
58
+ } catch (e) {
59
+ return console.error("Error occurred while fetching monthly account balances:", e), this.globalStore.captureException(e, { store: "NetWorthStore" }), [];
60
+ }
61
+ };
62
+ setHoveredIndex = (t) => this.hoveredIndex = t;
63
+ setMonthlyAccountBalances = (t) => {
64
+ this.monthlyAccountBalances = t, this.monthlyAccountBalancesLoaded = !0;
65
+ };
66
+ setSelectedIndex = (t) => this.selectedIndex = t;
67
+ setTimeframe = (t) => this.timeframe = t;
68
+ };
69
+ export {
70
+ y as NetWorthStore
71
+ };
72
+
73
+ //# sourceMappingURL=NetWorthStore.es.js.map
@@ -0,0 +1 @@
1
+ {"version":3,"file":"NetWorthStore.es.js","names":[],"sources":["../../../src/core/stores/NetWorthStore.ts"],"sourcesContent":["import { makeAutoObservable } from 'mobx'\n\nimport { AccountApi } from '../api'\nimport type {\n Account,\n AssetsLiabilities,\n DetailedAccount,\n GainsLosses,\n MonthlyAccountBalance,\n NetWorth,\n NetWorthData,\n} from '../types'\nimport {\n filterAccounts,\n flattenBalances,\n buildAssetsLiabilities,\n buildChartData,\n buildGainsLosses,\n getLatestNetWorthData,\n sortByYearMonthAscending,\n} from '../utils/NetWorthUtils'\n\nimport { GlobalStore } from './GlobalStore'\n\nexport class NetWorthStore {\n globalStore: GlobalStore\n accountsApi: AccountApi = new AccountApi('/', '')\n\n monthlyAccountBalances: MonthlyAccountBalance[] = []\n monthlyAccountBalancesLoaded: boolean = false\n hoveredIndex: number = -1\n selectedIndex: number = -1\n timeframe: number = 6 // default timeframe is 6 months\n\n constructor(globalStore: GlobalStore) {\n this.globalStore = globalStore\n this.accountsApi = new AccountApi(\n globalStore.endpoint,\n globalStore.sessionToken,\n globalStore.onError,\n )\n makeAutoObservable(this)\n }\n\n get isNetWorthDataLoaded(): boolean {\n return this.globalStore.accountStore.isAccountDataLoaded && this.monthlyAccountBalancesLoaded\n }\n\n get netWorthAccounts(): DetailedAccount[] {\n return filterAccounts(\n this.globalStore.globalUiStore.selectedAccounts,\n this.globalStore.accountStore.members,\n )\n }\n\n get netWorthData(): NetWorthData {\n return {\n accounts: this.netWorthAccounts,\n monthlyAccountBalances: this.monthlyAccountBalances,\n }\n }\n\n get netWorthChartData(): NetWorth[] {\n return buildChartData(this.netWorthAccounts, this.monthlyAccountBalances, this.timeframe)\n }\n\n get selectedData(): NetWorth | undefined {\n if (!this.netWorthChartData || this.netWorthChartData.length === 0) return undefined\n return this.selectedIndex === -1\n ? getLatestNetWorthData(this.netWorthChartData)\n : this.netWorthChartData[this.selectedIndex]\n }\n\n get hoveredData(): NetWorth | undefined {\n return this.hoveredIndex >= 0 ? this.netWorthChartData[this.hoveredIndex] : undefined\n }\n\n get gainsLosses(): GainsLosses {\n return buildGainsLosses(this.selectedData)\n }\n\n get assetsLiabilities(): AssetsLiabilities {\n const { assets, liabilities, totalAssets, totalLiabilities } = buildAssetsLiabilities(\n this.netWorthData.accounts,\n )\n return {\n netWorth: getLatestNetWorthData(this.netWorthChartData),\n assets,\n liabilities,\n totalAssets,\n totalLiabilities,\n }\n }\n\n loadNetWorthData = async () => {\n if (!this.globalStore.accountStore.isAccountDataLoaded) {\n await this.globalStore.accountStore.loadAccountData()\n }\n\n const accountBalances = await Promise.all(\n this.netWorthAccounts.map((account: Account) => this.getMonthlyAccountBalances(account.guid)),\n )\n\n const monthlyAccountBalances = accountBalances\n .reduce(flattenBalances, [])\n .sort(sortByYearMonthAscending)\n\n this.setMonthlyAccountBalances(monthlyAccountBalances)\n }\n\n getMonthlyAccountBalances = async (accountGuid: string) => {\n try {\n const balances = await this.accountsApi.getMonthlyAccountBalances(accountGuid)\n return balances as MonthlyAccountBalance[]\n } catch (error) {\n console.error('Error occurred while fetching monthly account balances:', error)\n this.globalStore.captureException(error, { store: 'NetWorthStore' })\n return []\n }\n }\n\n setHoveredIndex = (index: number) => (this.hoveredIndex = index)\n\n setMonthlyAccountBalances = (balances: MonthlyAccountBalance[]) => {\n this.monthlyAccountBalances = balances\n this.monthlyAccountBalancesLoaded = true\n }\n\n setSelectedIndex = (index: number) => (this.selectedIndex = index)\n setTimeframe = (months: number) => (this.timeframe = months)\n}\n"],"mappings":";;;AAwBA,IAAa,IAAb,MAA2B;AAAA,EACzB;AAAA,EACA,cAA0B,IAAI,EAAW,KAAK,EAAE;AAAA,EAEhD,yBAAkD,CAAC;AAAA,EACnD,+BAAwC;AAAA,EACxC,eAAuB;AAAA,EACvB,gBAAwB;AAAA,EACxB,YAAoB;AAAA,EAEpB,YAAY,GAA0B;AACpC,SAAK,cAAc,GACnB,KAAK,cAAc,IAAI,EACrB,EAAY,UACZ,EAAY,cACZ,EAAY,OACd,GACA,EAAmB,IAAI;AAAA,EACzB;AAAA,EAEA,IAAI,uBAAgC;AAClC,WAAO,KAAK,YAAY,aAAa,uBAAuB,KAAK;AAAA,EACnE;AAAA,EAEA,IAAI,mBAAsC;AACxC,WAAO,EACL,KAAK,YAAY,cAAc,kBAC/B,KAAK,YAAY,aAAa,OAChC;AAAA,EACF;AAAA,EAEA,IAAI,eAA6B;AAC/B,WAAO;AAAA,MACL,UAAU,KAAK;AAAA,MACf,wBAAwB,KAAK;AAAA,IAC/B;AAAA,EACF;AAAA,EAEA,IAAI,oBAAgC;AAClC,WAAO,EAAe,KAAK,kBAAkB,KAAK,wBAAwB,KAAK,SAAS;AAAA,EAC1F;AAAA,EAEA,IAAI,eAAqC;AACvC,QAAI,GAAC,KAAK,qBAAqB,KAAK,kBAAkB,WAAW;AACjE,aAAO,KAAK,kBAAkB,KAC1B,EAAsB,KAAK,iBAAiB,IAC5C,KAAK,kBAAkB,KAAK,aAAA;AAAA,EAClC;AAAA,EAEA,IAAI,cAAoC;AACtC,WAAO,KAAK,gBAAgB,IAAI,KAAK,kBAAkB,KAAK,YAAA,IAAgB;AAAA,EAC9E;AAAA,EAEA,IAAI,cAA2B;AAC7B,WAAO,EAAiB,KAAK,YAAY;AAAA,EAC3C;AAAA,EAEA,IAAI,oBAAuC;AACzC,UAAM,EAAE,QAAA,GAAQ,aAAA,GAAa,aAAA,GAAa,kBAAA,EAAA,IAAqB,EAC7D,KAAK,aAAa,QACpB;AACA,WAAO;AAAA,MACL,UAAU,EAAsB,KAAK,iBAAiB;AAAA,MACtD,QAAA;AAAA,MACA,aAAA;AAAA,MACA,aAAA;AAAA,MACA,kBAAA;AAAA,IACF;AAAA,EACF;AAAA,EAEA,mBAAmB,YAAY;AAC7B,IAAK,KAAK,YAAY,aAAa,uBACjC,MAAM,KAAK,YAAY,aAAa,gBAAgB;AAOtD,UAAM,KAAyB,MAJD,QAAQ,IACpC,KAAK,iBAAiB,IAAA,CAAK,MAAqB,KAAK,0BAA0B,EAAQ,IAAI,CAAC,CAC9F,GAGG,OAAO,GAAiB,CAAC,CAAC,EAC1B,KAAK,CAAwB;AAEhC,SAAK,0BAA0B,CAAsB;AAAA,EACvD;AAAA,EAEA,4BAA4B,OAAO,MAAwB;AACzD,QAAI;AAEF,aAAO,MADgB,KAAK,YAAY,0BAA0B,CAAW;AAAA,IAE/E,SAAS,GAAO;AACd,qBAAQ,MAAM,2DAA2D,CAAK,GAC9E,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,gBAAgB,CAAC,GAC5D,CAAC;AAAA,IACV;AAAA,EACF;AAAA,EAEA,kBAAA,CAAmB,MAAmB,KAAK,eAAe;AAAA,EAE1D,4BAAA,CAA6B,MAAsC;AACjE,SAAK,yBAAyB,GAC9B,KAAK,+BAA+B;AAAA,EACtC;AAAA,EAEA,mBAAA,CAAoB,MAAmB,KAAK,gBAAgB;AAAA,EAC5D,eAAA,CAAgB,MAAoB,KAAK,YAAY;AACvD"}
@@ -0,0 +1,46 @@
1
+ import { NotificationApi as t } from "../api/NotificationApi.es.js";
2
+ import { filterRecentNotifications as o } from "../utils/NotificationUtils.es.js";
3
+ import { makeAutoObservable as e, observable as a, runInAction as n } from "mobx";
4
+ var f = class {
5
+ globalStore;
6
+ api = new t("/", "");
7
+ isLoading = !0;
8
+ notifications = [];
9
+ notificationsLoaded = !1;
10
+ constructor(i) {
11
+ this.globalStore = i, this.api = new t(i.endpoint, i.sessionToken, i.onError), e(this, { notifications: a });
12
+ }
13
+ get newNotifications() {
14
+ return this.recentNotifications.filter((i) => !i.has_been_viewed);
15
+ }
16
+ get recentNotifications() {
17
+ return o(this.notifications);
18
+ }
19
+ setNotifications = (i) => {
20
+ this.notifications = i, this.notificationsLoaded = !0;
21
+ };
22
+ loadNotifications = async () => {
23
+ this.isLoading = !0;
24
+ try {
25
+ const i = await this.api.getNotifications();
26
+ this.setNotifications(i);
27
+ } catch (i) {
28
+ console.error("Error occurred while loading notifications:", i), this.globalStore.captureException(i, { store: "NotificationStore" });
29
+ } finally {
30
+ n(() => {
31
+ this.isLoading = !1;
32
+ });
33
+ }
34
+ };
35
+ markAllAsViewed = async () => {
36
+ await this.api.markAllAsViewed();
37
+ };
38
+ updateNotification = async (i) => {
39
+ i.has_been_viewed = !0, await this.api.updateNotification(i);
40
+ };
41
+ };
42
+ export {
43
+ f as NotificationStore
44
+ };
45
+
46
+ //# sourceMappingURL=NotificationStore.es.js.map
@@ -0,0 +1 @@
1
+ {"version":3,"file":"NotificationStore.es.js","names":[],"sources":["../../../src/core/stores/NotificationStore.ts"],"sourcesContent":["import { makeAutoObservable, observable, runInAction } from 'mobx'\n\nimport { NotificationApi } from '../api'\nimport { type Notification } from '../types'\nimport { filterRecentNotifications } from '../utils/NotificationUtils'\n\nimport { GlobalStore } from './GlobalStore'\n\nexport class NotificationStore {\n globalStore: GlobalStore\n api = new NotificationApi('/', '')\n\n isLoading: boolean = true\n notifications: Notification[] = []\n notificationsLoaded: boolean = false\n\n constructor(globalStore: GlobalStore) {\n this.globalStore = globalStore\n this.api = new NotificationApi(\n globalStore.endpoint,\n globalStore.sessionToken,\n globalStore.onError,\n )\n\n makeAutoObservable(this, { notifications: observable })\n }\n\n // Used in Money Dashboard\n get newNotifications(): Notification[] {\n return this.recentNotifications.filter((n) => !n.has_been_viewed)\n }\n\n get recentNotifications(): Notification[] {\n return filterRecentNotifications(this.notifications)\n }\n\n setNotifications = (notifications: Notification[]) => {\n this.notifications = notifications\n this.notificationsLoaded = true\n }\n\n loadNotifications = async () => {\n this.isLoading = true\n try {\n const notifications = await this.api.getNotifications()\n this.setNotifications(notifications)\n } catch (error) {\n console.error('Error occurred while loading notifications:', error)\n this.globalStore.captureException(error, { store: 'NotificationStore' })\n } finally {\n runInAction(() => {\n this.isLoading = false\n })\n }\n }\n\n markAllAsViewed = async () => {\n // Update on the server\n await this.api.markAllAsViewed()\n }\n\n updateNotification = async (notification: Notification) => {\n notification.has_been_viewed = true\n await this.api.updateNotification(notification)\n }\n}\n"],"mappings":";;;AAQA,IAAa,IAAb,MAA+B;AAAA,EAC7B;AAAA,EACA,MAAM,IAAI,EAAgB,KAAK,EAAE;AAAA,EAEjC,YAAqB;AAAA,EACrB,gBAAgC,CAAC;AAAA,EACjC,sBAA+B;AAAA,EAE/B,YAAY,GAA0B;AACpC,SAAK,cAAc,GACnB,KAAK,MAAM,IAAI,EACb,EAAY,UACZ,EAAY,cACZ,EAAY,OACd,GAEA,EAAmB,MAAM,EAAE,eAAe,EAAW,CAAC;AAAA,EACxD;AAAA,EAGA,IAAI,mBAAmC;AACrC,WAAO,KAAK,oBAAoB,OAAA,CAAQ,MAAM,CAAC,EAAE,eAAe;AAAA,EAClE;AAAA,EAEA,IAAI,sBAAsC;AACxC,WAAO,EAA0B,KAAK,aAAa;AAAA,EACrD;AAAA,EAEA,mBAAA,CAAoB,MAAkC;AACpD,SAAK,gBAAgB,GACrB,KAAK,sBAAsB;AAAA,EAC7B;AAAA,EAEA,oBAAoB,YAAY;AAC9B,SAAK,YAAY;AACjB,QAAI;AACF,YAAM,IAAgB,MAAM,KAAK,IAAI,iBAAiB;AACtD,WAAK,iBAAiB,CAAa;AAAA,IACrC,SAAS,GAAO;AACd,cAAQ,MAAM,+CAA+C,CAAK,GAClE,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,oBAAoB,CAAC;AAAA,IACzE,UAAA;AACE,MAAA,EAAA,MAAkB;AAChB,aAAK,YAAY;AAAA,MACnB,CAAC;AAAA,IACH;AAAA,EACF;AAAA,EAEA,kBAAkB,YAAY;AAE5B,UAAM,KAAK,IAAI,gBAAgB;AAAA,EACjC;AAAA,EAEA,qBAAqB,OAAO,MAA+B;AACzD,IAAA,EAAa,kBAAkB,IAC/B,MAAM,KAAK,IAAI,mBAAmB,CAAY;AAAA,EAChD;AACF"}
@@ -0,0 +1,198 @@
1
+ import { RepeatingTransactionsApi as p } from "../api/RepeatingTransactionsApi.es.js";
2
+ import { RecurrenceStatus as n, RecurrenceType as o } from "../types/RepeatingTransaction.es.js";
3
+ import { augmentRepeatingTransactions as c, buildAllRecurrences as m } from "../utils/RecurringTransactionsUtil.es.js";
4
+ import { endOfMonth as R } from "date-fns/endOfMonth";
5
+ import { isBefore as T } from "date-fns/isBefore";
6
+ import { startOfMonth as f } from "date-fns/startOfMonth";
7
+ import { startOfToday as a } from "date-fns/startOfToday";
8
+ import { isSameDay as g } from "date-fns/isSameDay";
9
+ import { isWithinInterval as h } from "date-fns/isWithinInterval";
10
+ import { subDays as S } from "date-fns/subDays";
11
+ import { makeAutoObservable as y, runInAction as u } from "mobx";
12
+ import { isAfter as l } from "date-fns/isAfter";
13
+ var d = (e, t) => h(t.expectedDate, e), s = (e, t) => e + t.amount, U = class {
14
+ globalStore;
15
+ api = new p("/", "");
16
+ repeatingTransactions = [];
17
+ isDataLoaded = !1;
18
+ selectedDay;
19
+ dateRange = {
20
+ start: f(a()),
21
+ end: R(a())
22
+ };
23
+ selectedRepeatingTransactionGuid = null;
24
+ selectedRecurrence = null;
25
+ alert = {
26
+ message: "",
27
+ severity: void 0
28
+ };
29
+ constructor(e) {
30
+ this.globalStore = e, this.api = new p(e.endpoint, e.sessionToken, e.onError), y(this, {
31
+ recurrencesForRange: !1,
32
+ upcomingExpensesForRange: !1,
33
+ upcomingIncomeForRange: !1,
34
+ incomeForRange: !1,
35
+ nextIncomeForRange: !1
36
+ });
37
+ }
38
+ get copy() {
39
+ return this.globalStore.copyStore.copy.recurring;
40
+ }
41
+ get detailedRepeatingTransactions() {
42
+ return c(this.globalStore.accountStore.visibleAccounts, this.repeatingTransactions, this.globalStore.transactionStore.transactions);
43
+ }
44
+ recurrencesForRange = (e) => {
45
+ const t = this.globalStore.accountStore.visibleAccounts;
46
+ return m(this.detailedRepeatingTransactions, e).filter((r) => t.some((i) => i.guid === r.accountGuid && !i.is_excluded_from_accounts)).filter((r) => h(r.expectedDate, e));
47
+ };
48
+ upcomingExpensesForRange = (e) => this.recurrencesForRange(e).filter((t) => t.type === o.Expense && t.status === n.Upcoming);
49
+ incomeForRange = (e) => this.recurrencesForRange(e).filter((t) => t.type === o.Income);
50
+ upcomingIncomeForRange = (e) => this.incomeForRange(e).filter((t) => t.status === n.Upcoming);
51
+ nextIncomeForRange = (e) => this.upcomingIncomeForRange(e).find((t) => l(t.expectedDate, a()));
52
+ get recurrences() {
53
+ return this.recurrencesForRange(this.dateRange);
54
+ }
55
+ get pastRecurrences() {
56
+ return this.recurrences.filter((e) => e.status === n.Paid || e.status === n.Missed);
57
+ }
58
+ get upcomingRecurrences() {
59
+ return this.recurrences.filter((e) => l(e.expectedDate, S(a(), 3)) && T(e.expectedDate, this.dateRange.end) && e.status === n.Upcoming);
60
+ }
61
+ get expenses() {
62
+ return this.recurrences.filter((e) => e.type === o.Expense);
63
+ }
64
+ get upcomingExpenses() {
65
+ return this.expenses.filter((e) => e.status === n.Upcoming);
66
+ }
67
+ get income() {
68
+ return this.recurrences.filter((e) => e.type === o.Income);
69
+ }
70
+ get upcomingIncome() {
71
+ return this.income.filter((e) => e.status === n.Upcoming);
72
+ }
73
+ get nextIncomeRecurrence() {
74
+ return this.upcomingIncome.find((e) => l(e.expectedDate, a()));
75
+ }
76
+ get currentMonthExpenses() {
77
+ return this.expenses.filter((e) => d(this.dateRange, e));
78
+ }
79
+ get currentMonthIncome() {
80
+ return this.income.filter((e) => d(this.dateRange, e));
81
+ }
82
+ get expenseTotal() {
83
+ return this.currentMonthExpenses.reduce(s, 0);
84
+ }
85
+ get paidExpenseTotal() {
86
+ return this.currentMonthExpenses.filter((e) => e.status === n.Paid).reduce(s, 0);
87
+ }
88
+ get missedExpenseTotal() {
89
+ return this.currentMonthExpenses.filter((e) => e.status === n.Missed).reduce(s, 0);
90
+ }
91
+ get upcomingExpenseTotal() {
92
+ return this.currentMonthExpenses.filter((e) => e.status === n.Upcoming).reduce(s, 0);
93
+ }
94
+ get incomeTotal() {
95
+ return this.currentMonthIncome.reduce(s, 0);
96
+ }
97
+ get paidIncomeTotal() {
98
+ return this.currentMonthIncome.filter((e) => e.status === n.Paid).reduce(s, 0);
99
+ }
100
+ get upcomingIncomeTotal() {
101
+ return this.currentMonthIncome.filter((e) => e.status === n.Upcoming).reduce(s, 0);
102
+ }
103
+ get selectedDayRecurrences() {
104
+ return this.selectedDay && this.recurrences.filter((e) => this.selectedDay && g(e.occurredOnDate || e.expectedDate, this.selectedDay));
105
+ }
106
+ get selectedRepeatingTransaction() {
107
+ return this.selectedRepeatingTransactionGuid ? this.detailedRepeatingTransactions.find((e) => e.guid === this.selectedRepeatingTransactionGuid) : void 0;
108
+ }
109
+ setSelectedRepeatingTransactionGuid = (e) => this.selectedRepeatingTransactionGuid = e;
110
+ setSelectedRecurrence = (e) => this.selectedRecurrence = e;
111
+ setRepeatingTransactions = (e) => {
112
+ this.repeatingTransactions = e, this.isDataLoaded = !0;
113
+ };
114
+ setDateRange = (e) => this.dateRange = e;
115
+ setSelectedDay = (e) => {
116
+ this.selectedDay = this.selectedDay && g(e, this.selectedDay) ? void 0 : e;
117
+ };
118
+ loadRepeatingTransactionData = async () => {
119
+ await Promise.all([
120
+ this.globalStore.accountStore.loadAccountData(),
121
+ this.globalStore.categoryStore.loadCategories(),
122
+ this.globalStore.transactionStore.loadTransactionData()
123
+ ]), await this.loadRepeatingTransactions();
124
+ };
125
+ loadRepeatingTransactions = async () => {
126
+ try {
127
+ const e = await this.api.getRepeatingTransactions();
128
+ this.setRepeatingTransactions(e);
129
+ } catch (e) {
130
+ console.error("Error occurred while getting repeating transactions:", e), this.globalStore.captureException(e, { store: "RecurringTransactionsStore" });
131
+ }
132
+ };
133
+ addRepeatingTransaction = async (e, t) => {
134
+ try {
135
+ const r = await this.api.addRepeatingTransaction(e);
136
+ return await this.globalStore.transactionStore.updateTransaction({
137
+ ...t,
138
+ repeating_transaction_guid: r.guid
139
+ }), u(() => {
140
+ this.repeatingTransactions = [...this.repeatingTransactions, ...c(this.globalStore.accountStore.visibleAccounts, [r], this.globalStore.transactionStore.transactions)];
141
+ }), this.setAlert(this.copy.add_repeating_transaction_success, "success"), !0;
142
+ } catch (r) {
143
+ return console.error("Error occurred while adding repeating transaction:", r), this.globalStore.captureException(r, { store: "RecurringTransactionsStore" }), this.setAlert(this.copy.add_repeating_transaction_error, "error"), !1;
144
+ }
145
+ };
146
+ deleteRepeatingTransaction = async (e) => {
147
+ try {
148
+ return await this.api.deleteRepeatingTransaction(e), u(() => {
149
+ this.repeatingTransactions = [...this.repeatingTransactions.filter((t) => t.guid !== e)];
150
+ }), this.setAlert(this.copy.remove_repeating_transaction_success, "success"), !0;
151
+ } catch (t) {
152
+ return console.error("Error occurred while deleting repeating transaction:", t), this.globalStore.captureException(t, { store: "RecurringTransactionsStore" }), this.setAlert(this.copy.remove_repeating_transaction_error, "error"), !1;
153
+ }
154
+ };
155
+ updateRepeatingTransaction = async (e) => {
156
+ try {
157
+ const t = await this.api.updateRepeatingTransaction(e), r = this.repeatingTransactions.findIndex((i) => i.guid === t.guid);
158
+ return r < 0 ? !1 : (u(() => {
159
+ this.repeatingTransactions = [
160
+ ...this.repeatingTransactions.slice(0, r),
161
+ ...c(this.globalStore.accountStore.visibleAccounts, [t], this.globalStore.transactionStore.transactions),
162
+ ...this.repeatingTransactions.slice(r + 1)
163
+ ];
164
+ }), this.setAlert(this.copy.update_repeating_transaction_success, "success"), !0);
165
+ } catch (t) {
166
+ return console.error("Error occurred while updating repeating transaction:", t), this.globalStore.captureException(t, { store: "RecurringTransactionsStore" }), this.setAlert(this.copy.update_repeating_transaction_error, "error"), !1;
167
+ }
168
+ };
169
+ markRecurrenceAsPaid = async (e, t) => {
170
+ try {
171
+ await this.globalStore.transactionStore.updateTransaction({
172
+ ...t,
173
+ repeating_transaction_guid: e
174
+ }), await this.loadRepeatingTransactions(), this.setSelectedRecurrence(null), this.setAlert(this.copy.link_transaction_success, "success");
175
+ } catch (r) {
176
+ console.error("Error occurred while marking recurrence as paid:", r), this.globalStore.captureException(r, { store: "RecurringTransactionsStore" }), this.setAlert(this.copy.link_transaction_error, "error");
177
+ }
178
+ };
179
+ markRecurrenceAsUnpaid = async (e) => {
180
+ try {
181
+ await this.globalStore.transactionStore.updateTransaction({
182
+ ...e,
183
+ repeating_transaction_guid: null
184
+ }), await this.loadRepeatingTransactions(), this.setSelectedRecurrence(null), this.setAlert(this.copy.unlink_transaction_success, "success");
185
+ } catch (t) {
186
+ console.error("Error occurred while marking recurrence as unpaid:", t), this.globalStore.captureException(t, { store: "RecurringTransactionsStore" }), this.setAlert(this.copy.unlink_transaction_error, "error");
187
+ }
188
+ };
189
+ setAlert = (e, t = void 0) => this.alert = {
190
+ message: e,
191
+ severity: t
192
+ };
193
+ };
194
+ export {
195
+ U as RecurringTransactionsStore
196
+ };
197
+
198
+ //# sourceMappingURL=RecurringTransactionsStore.es.js.map
@@ -0,0 +1 @@
1
+ {"version":3,"file":"RecurringTransactionsStore.es.js","names":[],"sources":["../../../src/core/stores/RecurringTransactionsStore.ts"],"sourcesContent":["import { type AlertProps } from '@mui/material'\nimport { makeAutoObservable, runInAction } from 'mobx'\nimport { endOfMonth } from 'date-fns/endOfMonth'\nimport { isAfter } from 'date-fns/isAfter'\nimport { isBefore } from 'date-fns/isBefore'\nimport { isSameDay } from 'date-fns/isSameDay'\nimport { isWithinInterval } from 'date-fns/isWithinInterval'\nimport { startOfMonth } from 'date-fns/startOfMonth'\nimport { startOfToday } from 'date-fns/startOfToday'\nimport { subDays } from 'date-fns/subDays'\n\nimport { RepeatingTransactionsApi } from '../api'\nimport {\n type Recurrence,\n type RecurringCopy,\n type RepeatingTransaction,\n type Transaction,\n RecurrenceStatus,\n RecurrenceType,\n type DateRange,\n} from '../types'\nimport {\n augmentRepeatingTransactions,\n buildAllRecurrences,\n} from '../utils/RecurringTransactionsUtil'\n\nimport { GlobalStore } from './GlobalStore'\n\nconst currentMonthFilter = (date: DateRange, recurrence: Recurrence) =>\n isWithinInterval(recurrence.expectedDate, date)\n\nconst recurrenceTotalReducer = (total: number, recurrence: Recurrence) => total + recurrence.amount\n\ninterface RecurringAlertProps {\n message: string\n severity: AlertProps['severity']\n}\n\nexport class RecurringTransactionsStore {\n globalStore: GlobalStore\n api = new RepeatingTransactionsApi('/', '')\n\n repeatingTransactions: RepeatingTransaction[] = []\n isDataLoaded: boolean = false\n\n selectedDay: Date | undefined\n dateRange: DateRange = { start: startOfMonth(startOfToday()), end: endOfMonth(startOfToday()) }\n selectedRepeatingTransactionGuid: string | null = null\n selectedRecurrence: Recurrence | null = null\n\n alert: RecurringAlertProps = { message: '', severity: undefined }\n\n constructor(globalStore: GlobalStore) {\n this.globalStore = globalStore\n this.api = new RepeatingTransactionsApi(\n globalStore.endpoint,\n globalStore.sessionToken,\n globalStore.onError,\n )\n\n // The *ForRange helpers are parameterized computeds: they must stay plain\n // methods (not actions) so observable reads inside them remain tracked when\n // invoked from an observer/derivation. makeAutoObservable would otherwise\n // annotate them as actions, which do not track reads.\n makeAutoObservable(this, {\n recurrencesForRange: false,\n upcomingExpensesForRange: false,\n upcomingIncomeForRange: false,\n incomeForRange: false,\n nextIncomeForRange: false,\n })\n }\n\n get copy(): RecurringCopy {\n return this.globalStore.copyStore.copy.recurring\n }\n\n get detailedRepeatingTransactions(): RepeatingTransaction[] {\n return augmentRepeatingTransactions(\n this.globalStore.accountStore.visibleAccounts,\n this.repeatingTransactions,\n this.globalStore.transactionStore.transactions,\n )\n }\n\n /**\n * Returns all recurrences built from repeating transactions and filtered by\n * accounts, scoped to the supplied date range. This is the range-parameterized\n * core used by both the shared getters (which pass this.dateRange) and by\n * consumers such as Cash Flow that need their own independent window without\n * mutating the shared dateRange.\n */\n recurrencesForRange = (dateRange: DateRange): Recurrence[] => {\n const accounts = this.globalStore.accountStore.visibleAccounts\n\n return buildAllRecurrences(this.detailedRepeatingTransactions, dateRange)\n .filter((r) => accounts.some((a) => a.guid === r.accountGuid && !a.is_excluded_from_accounts))\n .filter((r) => isWithinInterval(r.expectedDate, dateRange))\n }\n\n /**\n * Returns the upcoming expense recurrences scoped to the supplied date range.\n */\n upcomingExpensesForRange = (dateRange: DateRange): Recurrence[] => {\n return this.recurrencesForRange(dateRange).filter(\n (recurrence: Recurrence) =>\n recurrence.type === RecurrenceType.Expense &&\n recurrence.status === RecurrenceStatus.Upcoming,\n )\n }\n\n /**\n * Returns the income recurrences scoped to the supplied date range.\n */\n incomeForRange = (dateRange: DateRange): Recurrence[] => {\n return this.recurrencesForRange(dateRange).filter(\n (recurrence: Recurrence) => recurrence.type === RecurrenceType.Income,\n )\n }\n\n /**\n * Returns the upcoming income recurrences scoped to the supplied date range.\n */\n upcomingIncomeForRange = (dateRange: DateRange): Recurrence[] => {\n return this.incomeForRange(dateRange).filter(\n (recurrence: Recurrence) => recurrence.status === RecurrenceStatus.Upcoming,\n )\n }\n\n /**\n * Returns the next upcoming income recurrence scoped to the supplied range.\n */\n nextIncomeForRange = (dateRange: DateRange): Recurrence | undefined => {\n return this.upcomingIncomeForRange(dateRange).find((r) =>\n isAfter(r.expectedDate, startOfToday()),\n )\n }\n\n /**\n * Returns all recurrences built from repeating transactions and filtered by accounts.\n */\n get recurrences(): Recurrence[] {\n return this.recurrencesForRange(this.dateRange)\n }\n\n /**\n * Returns all recurrences that have occurred in the past, including those that are paid or missed\n */\n get pastRecurrences(): Recurrence[] {\n return this.recurrences.filter(\n (recurrence: Recurrence) =>\n recurrence.status === RecurrenceStatus.Paid ||\n recurrence.status === RecurrenceStatus.Missed,\n )\n }\n\n /**\n * Returns all recurrences that are expected to occur through the end of the month\n * or should have occurred in the last 3 days.\n */\n get upcomingRecurrences(): Recurrence[] {\n return this.recurrences.filter(\n (r) =>\n isAfter(r.expectedDate, subDays(startOfToday(), 3)) &&\n isBefore(r.expectedDate, this.dateRange.end) &&\n r.status === RecurrenceStatus.Upcoming,\n )\n }\n\n /**\n * Returns all expense recurrences.\n */\n get expenses(): Recurrence[] {\n return this.recurrences.filter(\n (recurrence: Recurrence) => recurrence.type === RecurrenceType.Expense,\n )\n }\n\n /**\n * Returns the upcoming expense recurrences.\n */\n get upcomingExpenses(): Recurrence[] {\n return this.expenses.filter(\n (recurrence: Recurrence) => recurrence.status === RecurrenceStatus.Upcoming,\n )\n }\n\n /**\n * Returns all income recurrences.\n */\n get income(): Recurrence[] {\n return this.recurrences.filter(\n (recurrence: Recurrence) => recurrence.type === RecurrenceType.Income,\n )\n }\n\n /**\n * Returns the upcoming income recurrences.\n */\n get upcomingIncome(): Recurrence[] {\n return this.income.filter(\n (recurrence: Recurrence) => recurrence.status === RecurrenceStatus.Upcoming,\n )\n }\n\n get nextIncomeRecurrence() {\n return this.upcomingIncome.find((r) => isAfter(r.expectedDate, startOfToday()))\n }\n\n /**\n * Returns the expense recurrences for the current month.\n */\n get currentMonthExpenses(): Recurrence[] {\n return this.expenses.filter((recurrence: Recurrence) =>\n currentMonthFilter(this.dateRange, recurrence),\n )\n }\n\n /**\n * Returns the income recurrences for the current month.\n */\n get currentMonthIncome(): Recurrence[] {\n return this.income.filter((recurrence: Recurrence) =>\n currentMonthFilter(this.dateRange, recurrence),\n )\n }\n\n /**\n * Calculates the total amount of all expenses for the current month.\n */\n get expenseTotal(): number {\n return this.currentMonthExpenses.reduce(recurrenceTotalReducer, 0)\n }\n\n /**\n * Calculates the total amount of all paid expenses for the current month.\n */\n get paidExpenseTotal(): number {\n return this.currentMonthExpenses\n .filter((recurrence: Recurrence) => recurrence.status === RecurrenceStatus.Paid)\n .reduce(recurrenceTotalReducer, 0)\n }\n\n /**\n * Calculates the total amount of all missed expenses for the current month.\n */\n get missedExpenseTotal(): number {\n return this.currentMonthExpenses\n .filter((recurrence: Recurrence) => recurrence.status === RecurrenceStatus.Missed)\n .reduce(recurrenceTotalReducer, 0)\n }\n\n /**\n * Calculates the total amount of all upcoming expenses for the current month.\n */\n get upcomingExpenseTotal(): number {\n return this.currentMonthExpenses\n .filter((recurrence: Recurrence) => recurrence.status === RecurrenceStatus.Upcoming)\n .reduce(recurrenceTotalReducer, 0)\n }\n\n /**\n * Calculates the total amount of all income for the current month.\n */\n get incomeTotal(): number {\n return this.currentMonthIncome.reduce(recurrenceTotalReducer, 0)\n }\n\n /**\n * Calculates the total amount of all paid income for the current month.\n */\n get paidIncomeTotal(): number {\n return this.currentMonthIncome\n .filter((recurrence: Recurrence) => recurrence.status === RecurrenceStatus.Paid)\n .reduce(recurrenceTotalReducer, 0)\n }\n\n /**\n * Calculates the total amount of all upcoming income for the current month.\n */\n get upcomingIncomeTotal(): number {\n return this.currentMonthIncome\n .filter((recurrence: Recurrence) => recurrence.status === RecurrenceStatus.Upcoming)\n .reduce(recurrenceTotalReducer, 0)\n }\n\n /**\n * Get the recurrences for the currently selected day.\n */\n get selectedDayRecurrences(): Recurrence[] | undefined {\n return (\n this.selectedDay &&\n this.recurrences.filter(\n (recurrence: Recurrence) =>\n this.selectedDay &&\n isSameDay(recurrence.occurredOnDate || recurrence.expectedDate, this.selectedDay),\n )\n )\n }\n\n get selectedRepeatingTransaction(): RepeatingTransaction | undefined {\n return this.selectedRepeatingTransactionGuid\n ? this.detailedRepeatingTransactions.find(\n (rt) => rt.guid === this.selectedRepeatingTransactionGuid,\n )\n : undefined\n }\n\n setSelectedRepeatingTransactionGuid = (guid: string | null) =>\n (this.selectedRepeatingTransactionGuid = guid)\n\n setSelectedRecurrence = (recurrence: Recurrence | null) => (this.selectedRecurrence = recurrence)\n\n setRepeatingTransactions = (repeating: RepeatingTransaction[]) => {\n this.repeatingTransactions = repeating\n this.isDataLoaded = true\n }\n\n /**\n * Set the date range for filtering recurrences.\n * @param dateRange - The date range to set.\n */\n setDateRange = (dateRange: DateRange) => (this.dateRange = dateRange)\n\n /**\n * Set the currently selected day.\n * @param day - The day to select.\n */\n setSelectedDay = (day: Date) => {\n this.selectedDay = this.selectedDay && isSameDay(day, this.selectedDay) ? undefined : day\n }\n\n loadRepeatingTransactionData = async () => {\n await Promise.all([\n this.globalStore.accountStore.loadAccountData(),\n this.globalStore.categoryStore.loadCategories(),\n this.globalStore.transactionStore.loadTransactionData(),\n ])\n await this.loadRepeatingTransactions()\n }\n\n /**\n * Load repeating transactions and augment them with additional data.\n */\n loadRepeatingTransactions = async () => {\n try {\n const repeatingTransactions = await this.api.getRepeatingTransactions()\n this.setRepeatingTransactions(repeatingTransactions)\n } catch (error) {\n console.error('Error occurred while getting repeating transactions:', error)\n this.globalStore.captureException(error, { store: 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catch (error) {\n console.error('Error occurred while adding repeating transaction:', error)\n this.globalStore.captureException(error, { store: 'RecurringTransactionsStore' })\n this.setAlert(this.copy.add_repeating_transaction_error, 'error')\n\n return false\n }\n }\n\n /**\n * Delete a repeating transaction by its GUID.\n * @param guid - The GUID of the repeating transaction to delete.\n */\n deleteRepeatingTransaction = async (guid: string): Promise<boolean> => {\n try {\n await this.api.deleteRepeatingTransaction(guid)\n\n runInAction(() => {\n this.repeatingTransactions = [\n ...this.repeatingTransactions.filter((rt) => rt.guid !== guid),\n ]\n })\n\n this.setAlert(this.copy.remove_repeating_transaction_success, 'success')\n\n return true\n } catch (error) {\n console.error('Error occurred while deleting repeating transaction:', error)\n this.globalStore.captureException(error, { store: 'RecurringTransactionsStore' })\n this.setAlert(this.copy.remove_repeating_transaction_error, 'error')\n\n return false\n }\n }\n\n /**\n * Update an existing repeating transaction.\n * @param transaction - The repeating transaction to update.\n */\n updateRepeatingTransaction = async (transaction: RepeatingTransaction): Promise<boolean> => {\n try {\n const updatedTransaction = await this.api.updateRepeatingTransaction(transaction)\n\n const index = this.repeatingTransactions.findIndex(\n (rt) => rt.guid === updatedTransaction.guid,\n )\n if (index < 0) return false\n\n runInAction(() => {\n this.repeatingTransactions = [\n ...this.repeatingTransactions.slice(0, index),\n ...augmentRepeatingTransactions(\n this.globalStore.accountStore.visibleAccounts,\n [updatedTransaction],\n this.globalStore.transactionStore.transactions,\n ),\n ...this.repeatingTransactions.slice(index + 1),\n ]\n })\n\n this.setAlert(this.copy.update_repeating_transaction_success, 'success')\n\n return true\n } catch (error) {\n console.error('Error occurred while updating repeating transaction:', error)\n this.globalStore.captureException(error, { store: 'RecurringTransactionsStore' })\n this.setAlert(this.copy.update_repeating_transaction_error, 'error')\n\n return false\n }\n }\n\n /**\n * Mark a recurrence as paid by linking a transaction to the repeating transaction.\n * @param repeatingTransactionGuid - The GUID of the repeating transaction.\n * @param transaction - The transaction to link.\n */\n markRecurrenceAsPaid = async (repeatingTransactionGuid: string, transaction: Transaction) => {\n try {\n await this.globalStore.transactionStore.updateTransaction({\n ...transaction,\n repeating_transaction_guid: repeatingTransactionGuid,\n })\n\n await this.loadRepeatingTransactions()\n this.setSelectedRecurrence(null)\n this.setAlert(this.copy.link_transaction_success, 'success')\n } catch (error) {\n console.error('Error occurred while marking recurrence as paid:', error)\n this.globalStore.captureException(error, { store: 'RecurringTransactionsStore' })\n 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@@ -19,7 +19,7 @@ export declare class SettingsStore {
19
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  get accountProfiles(): DetailedNotificationProfile[];
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  get budgetProfiles(): DetailedNotificationProfile[];
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  get insightsProfiles(): DetailedNotificationProfile[];
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- get clientCommunicationProfile(): import('../types').ClientCommunicationProfile;
22
+ get clientCommunicationProfile(): import('..').ClientCommunicationProfile;
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  get copy(): SettingsCopy;
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  get detailedNotificationProfiles(): DetailedNotificationProfile[];
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  get userCommunicationsProfile(): UserCommunicationProfile;