@mx-cartographer/experiences 9.2.4-alpha.al5 → 9.3.0-alph.bb2

package/dist/core/index.es.js

@@ -1,109 +1,136 @@
-import { A as g, a as m, b as C, c as N, d as h, B as f, e as E, f as D, g as b, C as I, h as M, i as R, j as B, D as L, F as G, k as _, G as H, l as P, m as U, n as x, o as O, H as F, p as k, q as v, r as w, M as W, s as Y, N as $, t as q, u as K, R as j, v as z, S as J, w as Q, T as X, x as Z, y as V, U as tt, z as at, W as st } from "../UserStore-Cp-2Jtnw.mjs";
-import { b as ot, a as nt, d as rt, c as it, A as ct, C as pt, e as At, E as St, M as ut, N as lt, P as Tt, f as yt, g as dt, S as gt } from "../Account-DR7Plrqy.mjs";
-import { A as Ct, B as Nt, I as ht, N as ft } from "../Notification-DTNYSd8P.mjs";
-import { F as n } from "../GlobalCopyApi-CLhyon-B.mjs";
-import { A as Dt, B as bt, G as It } from "../GlobalCopyApi-CLhyon-B.mjs";
-import { F as Rt, a as Bt, b as Lt, R as Gt } from "../RecurringTransactionsUtil-CfWviBh1.mjs";
-import { G as Ht, M as Pt, T as Ut } from "../GoalsUtil-C9EnLWvC.mjs";
-import { L as Ot, V as Ft, b as kt, g as vt } from "../Localization-DnoVyBNK.mjs";
-import { A as e } from "../ApiEndpoints-DXwIYNUV.mjs";
-import { T as r } from "../TransactionUtils-BphBJBbU.mjs";
-import { b as Wt } from "../TransactionUtils-BphBJBbU.mjs";
-class T {
-  fetchInstance;
-  constructor(a, s, o) {
-    this.fetchInstance = new n(a, s, void 0, o);
-  }
-  addScheduledPayment = async (a) => this.fetchInstance.post(e.SCHEDULED_PAYMENTS, {
-    ...a,
-    is_recurring: "true",
-    transaction_type: r.DEBIT
-  }).then((s) => s.scheduled_payment);
-  getScheduledPayments = async () => this.fetchInstance.get(e.SCHEDULED_PAYMENTS).then((a) => a.scheduled_payments);
-  updateScheduledPayment = async (a) => this.fetchInstance.put(`${e.SCHEDULED_PAYMENTS}/${a.guid}`, a).then((s) => s.scheduled_payment);
-  deleteScheduledPayment = async (a) => this.fetchInstance.delete(`${e.SCHEDULED_PAYMENTS}/${a}`).then((s) => s);
-}
-var i = /* @__PURE__ */ ((t) => (t[t.UNKNOWN = 0] = "UNKNOWN", t[t.CORRECT = 1] = "CORRECT", t[t.INCORRECT = 2] = "INCORRECT", t))(i || {}), c = /* @__PURE__ */ ((t) => (t.Missed = "Missed", t.Paid = "Paid", t.Upcoming = "Upcoming expense", t.Income = "Income", t))(c || {}), p = /* @__PURE__ */ ((t) => (t[t.Unknown = 0] = "Unknown", t[t.Subscription = 1] = "Subscription", t[t.Bill = 2] = "Bill", t))(p || {}), A = /* @__PURE__ */ ((t) => (t.Desktop = "Desktop", t.Mobile = "Mobile", t))(A || {});
+import { LOCALES as r, VALID_LOCALES as t, buildDynamicCopy as i, getLocale as m } from "./utils/Localization.es.js";
+import { Fetch as p } from "./utils/Fetch.es.js";
+import { AccountApi as a } from "./api/AccountApi.es.js";
+import { AnalyticsApi as c } from "./api/AnalyticsApi.es.js";
+import { AppDataApi as S } from "./api/AppDataApi.es.js";
+import { BannerApi as u } from "./api/BannerApi.es.js";
+import { BeatApi as T } from "./api/BeatApi.es.js";
+import { BudgetsApi as g } from "./api/BudgetsApi.es.js";
+import { CategoryApi as C } from "./api/CategoryApi.es.js";
+import { FinstrongApi as h } from "./api/FinstrongApi.es.js";
+import { GlobalCopyApi as G } from "./api/GlobalCopyApi.es.js";
+import { GoalApi as L } from "./api/GoalApi.es.js";
+import { HelpApi as E } from "./api/HelpApi.es.js";
+import { HoldingApi as R } from "./api/HoldingApi.es.js";
+import { MerchantApi as H } from "./api/MerchantApi.es.js";
+import { NotificationApi as M } from "./api/NotificationApi.es.js";
+import { RepeatingTransactionsApi as V } from "./api/RepeatingTransactionsApi.es.js";
+import { ScheduledPaymentsApi as O } from "./api/ScheduledPaymentsApi.es.js";
+import { SettingsApi as k } from "./api/SettingsApi.es.js";
+import { TransactionApi as w } from "./api/TransactionApi.es.js";
+import { UserApi as _ } from "./api/UserApi.es.js";
+import { WidgetApi as v } from "./api/WidgetApi.es.js";
+import { AccountIcon as K, AccountIconVariants as Q, AccountSubType as X, AccountType as Y, AccountTypeName as Z, ConnectionStatus as $, ConnectionStatusEnums as oo, ErrorStatuses as ro, MfaStatuses as to, NonConnectedStatuses as io, ProcessingStatuses as mo, PropertyType as eo, PropertyTypeName as po, StatusName as no } from "./types/Account.es.js";
+import { UserVerification as fo } from "./types/Beat.es.js";
+import { ExpenseStatus as so, ScheduledPaymentTypes as So } from "./types/Expense.es.js";
+import { GoalType as uo, MetaType as yo, TrackType as To } from "./types/Goal.es.js";
+import { AccountNotificationTypes as go, BudgetNotificationTypes as Co, InsightNotificationTypes as No, NotificationTypes as ho } from "./types/Notification.es.js";
+import { TransactionStatus as Go, TransactionType as Bo } from "./types/Transaction.es.js";
+import { ScreenSize as Do } from "./types/ScreenSize.es.js";
+import { Frequency as Po, RecurrenceStatus as Ro, RecurrenceType as Fo, RepeatingType as Ho } from "./types/RepeatingTransaction.es.js";
+import { AccountStore as Mo } from "./stores/AccountStore.es.js";
+import { AppDataStore as Vo } from "./stores/AppDataStore.es.js";
+import { AnalyticsStore as Oo } from "./stores/AnalyticsStore.es.js";
+import { BeatStore as ko } from "./stores/BeatStore.es.js";
+import { BudgetsStore as wo } from "./stores/BudgetsStore.es.js";
+import { CashflowStore as _o } from "./stores/CashflowStore.es.js";
+import { CategoryStore as vo } from "./stores/CategoryStore.es.js";
+import { ConnectStore as Ko } from "./stores/ConnectStore.es.js";
+import { DebtsStore as Xo } from "./stores/DebtsStore.es.js";
+import { FinstrongStore as Zo } from "./stores/FinstrongStore.es.js";
+import { GlobalStore as or } from "./stores/GlobalStore.es.js";
+import { GlobalUiStore as tr } from "./stores/GlobalUiStore.es.js";
+import { GlobalCopyStore as mr } from "./stores/GlobalCopyStore.es.js";
+import { GoalStore as pr } from "./stores/GoalStore.es.js";
+import { HelpStore as ar } from "./stores/HelpStore.es.js";
+import { HoldingStore as cr } from "./stores/HoldingStore.es.js";
+import { MerchantStore as Sr } from "./stores/MerchantStore.es.js";
+import { NetWorthStore as ur } from "./stores/NetWorthStore.es.js";
+import { NotificationStore as Tr } from "./stores/NotificationStore.es.js";
+import { RecurringTransactionsStore as gr } from "./stores/RecurringTransactionsStore.es.js";
+import { SettingsStore as Cr } from "./stores/SettingsStore.es.js";
+import { TransactionStore as hr } from "./stores/TransactionStore.es.js";
+import { TrendsStore as Gr } from "./stores/TrendsStore.es.js";
+import { UserStore as Lr } from "./stores/UserStore.es.js";
 export {
-  g as AccountApi,
-  ot as AccountIcon,
-  nt as AccountIconVariants,
-  Ct as AccountNotificationTypes,
-  m as AccountStore,
-  rt as AccountSubType,
-  it as AccountType,
-  ct as AccountTypeName,
-  Dt as AnalyticsApi,
-  C as AnalyticsStore,
-  N as AppDataApi,
-  h as AppDataStore,
-  f as BannerApi,
-  bt as BeatApi,
-  E as BeatStore,
-  Nt as BudgetNotificationTypes,
-  D as BudgetsApi,
-  b as BudgetsStore,
-  I as CashflowStore,
-  M as CategoryApi,
-  R as CategoryStore,
-  B as ConnectStore,
-  pt as ConnectionStatus,
-  At as ConnectionStatusEnums,
-  L as DebtsStore,
-  St as ErrorStatuses,
-  c as ExpenseStatus,
-  n as Fetch,
-  G as FinstrongApi,
-  _ as FinstrongStore,
-  Rt as Frequency,
-  It as GlobalCopyApi,
-  H as GlobalCopyStore,
-  P as GlobalStore,
-  U as GlobalUiStore,
-  x as GoalApi,
-  O as GoalStore,
-  Ht as GoalType,
-  F as HelpApi,
-  k as HelpStore,
-  v as HoldingApi,
-  w as HoldingStore,
-  ht as InsightNotificationTypes,
-  Ot as LOCALES,
-  W as MerchantApi,
-  Y as MerchantStore,
-  Pt as MetaType,
-  ut as MfaStatuses,
-  $ as NetWorthStore,
-  lt as NonConnectedStatuses,
-  q as NotificationApi,
-  K as NotificationStore,
-  ft as NotificationTypes,
-  Tt as ProcessingStatuses,
-  yt as PropertyType,
-  dt as PropertyTypeName,
-  Bt as RecurrenceStatus,
-  Lt as RecurrenceType,
-  j as RecurringTransactionsStore,
-  z as RepeatingTransactionsApi,
-  Gt as RepeatingType,
-  p as ScheduledPaymentTypes,
-  T as ScheduledPaymentsApi,
-  A as ScreenSize,
-  J as SettingsApi,
-  Q as SettingsStore,
-  gt as StatusName,
-  Ut as TrackType,
-  X as TransactionApi,
-  Wt as TransactionStatus,
-  Z as TransactionStore,
-  r as TransactionType,
-  V as TrendsStore,
-  tt as UserApi,
-  at as UserStore,
-  i as UserVerification,
-  Ft as VALID_LOCALES,
-  st as WidgetApi,
-  kt as buildDynamicCopy,
-  vt as getLocale
+  a as AccountApi,
+  K as AccountIcon,
+  Q as AccountIconVariants,
+  go as AccountNotificationTypes,
+  Mo as AccountStore,
+  X as AccountSubType,
+  Y as AccountType,
+  Z as AccountTypeName,
+  c as AnalyticsApi,
+  Oo as AnalyticsStore,
+  S as AppDataApi,
+  Vo as AppDataStore,
+  u as BannerApi,
+  T as BeatApi,
+  ko as BeatStore,
+  Co as BudgetNotificationTypes,
+  g as BudgetsApi,
+  wo as BudgetsStore,
+  _o as CashflowStore,
+  C as CategoryApi,
+  vo as CategoryStore,
+  Ko as ConnectStore,
+  $ as ConnectionStatus,
+  oo as ConnectionStatusEnums,
+  Xo as DebtsStore,
+  ro as ErrorStatuses,
+  so as ExpenseStatus,
+  p as Fetch,
+  h as FinstrongApi,
+  Zo as FinstrongStore,
+  Po as Frequency,
+  G as GlobalCopyApi,
+  mr as GlobalCopyStore,
+  or as GlobalStore,
+  tr as GlobalUiStore,
+  L as GoalApi,
+  pr as GoalStore,
+  uo as GoalType,
+  E as HelpApi,
+  ar as HelpStore,
+  R as HoldingApi,
+  cr as HoldingStore,
+  No as InsightNotificationTypes,
+  r as LOCALES,
+  H as MerchantApi,
+  Sr as MerchantStore,
+  yo as MetaType,
+  to as MfaStatuses,
+  ur as NetWorthStore,
+  io as NonConnectedStatuses,
+  M as NotificationApi,
+  Tr as NotificationStore,
+  ho as NotificationTypes,
+  mo as ProcessingStatuses,
+  eo as PropertyType,
+  po as PropertyTypeName,
+  Ro as RecurrenceStatus,
+  Fo as RecurrenceType,
+  gr as RecurringTransactionsStore,
+  V as RepeatingTransactionsApi,
+  Ho as RepeatingType,
+  So as ScheduledPaymentTypes,
+  O as ScheduledPaymentsApi,
+  Do as ScreenSize,
+  k as SettingsApi,
+  Cr as SettingsStore,
+  no as StatusName,
+  To as TrackType,
+  w as TransactionApi,
+  Go as TransactionStatus,
+  hr as TransactionStore,
+  Bo as TransactionType,
+  Gr as TrendsStore,
+  _ as UserApi,
+  Lr as UserStore,
+  fo as UserVerification,
+  t as VALID_LOCALES,
+  v as WidgetApi,
+  i as buildDynamicCopy,
+  m as getLocale
 };
-//# sourceMappingURL=index.es.js.map

package/dist/core/stores/AccountStore.es.js

@@ -0,0 +1,247 @@
+import { AccountApi as h } from "../api/AccountApi.es.js";
+import { AccountSubType as u, AccountType as c } from "../types/Account.es.js";
+import { augmentAccounts as p } from "../utils/AccountUtils.es.js";
+import { isFeatureEnabled as g } from "../utils/UserUtils.es.js";
+import { makeAutoObservable as A, runInAction as d } from "mobx";
+var S = class {
+  globalStore;
+  api = new h("/", "");
+  accounts = [];
+  accountsLoaded = !1;
+  accountsLoading = !1;
+  institutions = [];
+  institutionsLoaded = !1;
+  institutionsLoading = !1;
+  members = [];
+  membersLoaded = !1;
+  membersLoading = !1;
+  uiStore;
+  constructor(t) {
+    this.globalStore = t, this.uiStore = new m(), this.api = new h(t.endpoint, t.sessionToken, t.onError), A(this);
+  }
+  loadAccountData = async () => {
+    await Promise.all([
+      this.loadAccounts(),
+      this.loadMembers(),
+      this.loadInstitutions()
+    ]);
+  };
+  get isAccountDataLoaded() {
+    return this.accountsLoaded && this.membersLoaded && this.institutionsLoaded;
+  }
+  get detailedAccounts() {
+    const t = this.globalStore.userStore.userFeatures, e = g(t, "MD_EXCLUDE_EXTERNAL_ACCOUNTS"), s = this.globalStore.appConfig.config.display_only_external_accounts_in_accounts && this.globalStore.appConfig.options.subtype === "accounts";
+    return p(this.accounts, this.institutions, this.members, e, s);
+  }
+  get accountsByTypeMap() {
+    return this.detailedAccounts.reduce((t, e) => {
+      const s = e.account_type;
+      let n = t.get(s);
+      return n || (n = []), n.push(e), t.set(s, n), t;
+    }, /* @__PURE__ */ new Map());
+  }
+  get cashAccounts() {
+    return this.detailedAccounts.filter((t) => t.account_type === c.CASH || t.account_type === c.CHECKING || t.account_type === c.PREPAID || t.account_type === c.SAVINGS || t.account_type === c.CHECKING_LINE_OF_CREDIT);
+  }
+  get cashBalance() {
+    return this.cashAccounts.reduce((t, e) => t + (e?.balance || 0), 0);
+  }
+  get checkingAccounts() {
+    return this.detailedAccounts.filter((t) => t.account_type === c.CHECKING);
+  }
+  get debtAccounts() {
+    return this.detailedAccounts.filter((t) => t.account_type === c.CREDIT_CARD || t.account_type === c.LOAN || t.account_type === c.MORTGAGE || t.account_type === c.LINE_OF_CREDIT || t.account_type === c.CHECKING_LINE_OF_CREDIT);
+  }
+  get finstrongAccounts() {
+    const t = /* @__PURE__ */ new Set([
+      c.CHECKING,
+      c.SAVINGS,
+      c.CREDIT_CARD,
+      c.INVESTMENT
+    ]);
+    return this.detailedAccounts.filter((e) => t.has(e.account_type));
+  }
+  get investmentAccounts() {
+    return this.detailedAccounts.filter((t) => t.account_type === c.INVESTMENT);
+  }
+  get manualAccounts() {
+    return this.detailedAccounts.filter((t) => t.is_manual);
+  }
+  get savingsAccounts() {
+    return this.detailedAccounts.filter((t) => t.account_type === c.SAVINGS);
+  }
+  get retirementAccounts() {
+    return this.detailedAccounts.filter((t) => t.account_type === c.INVESTMENT || t.account_type === c.SAVINGS || t.account_type === c.CHECKING || t.account_type === c.CASH || t.account_type === c.PROPERTY || t.account_type === c.INSURANCE && (t.account_subtype === u.WHOLE_LIFE || t.account_subtype === u.UNIVERSAL_LIFE || t.account_subtype === u.VARIABLE_UNIVERSAL_LIFE));
+  }
+  get visibleAccounts() {
+    return this.detailedAccounts.filter((t) => !t.is_hidden && !t.is_closed);
+  }
+  get visibleCashAccounts() {
+    return this.cashAccounts.filter((t) => !t.is_hidden);
+  }
+  get visibleCashBalance() {
+    return this.visibleCashAccounts.reduce((t, e) => t + (e?.balance || 0), 0);
+  }
+  get visibleCheckingAccounts() {
+    return this.checkingAccounts.filter((t) => !t.is_hidden);
+  }
+  get visibleDebtAccounts() {
+    return this.debtAccounts.filter((t) => !t.is_hidden);
+  }
+  get visibleFinstrongAccounts() {
+    return this.finstrongAccounts.filter((t) => !(t.is_closed || t.is_deleted || t.is_hidden));
+  }
+  get visibleRetirementAccounts() {
+    return this.retirementAccounts.filter((t) => !t.is_hidden);
+  }
+  get visibleInvestmentAccounts() {
+    return this.investmentAccounts.filter((t) => !t.is_hidden);
+  }
+  get visibleSavingsAccounts() {
+    return this.savingsAccounts.filter((t) => !t.is_hidden);
+  }
+  get savingsAndCheckingAccountsBalance() {
+    return this.savingsAndCheckingAccounts.reduce((t, e) => t + (e?.balance || 0), 0);
+  }
+  get savingsAndCheckingAccounts() {
+    return this.accounts.filter((t) => t.account_type === c.SAVINGS || t.account_type === c.CHECKING);
+  }
+  setAccounts = (t) => {
+    this.accounts = t, this.accountsLoading = !1, this.accountsLoaded = !0;
+  };
+  setMembers = (t) => {
+    this.members = t, this.membersLoading = !1, this.membersLoaded = !0;
+  };
+  setInstitutions = (t) => {
+    this.institutions = t, this.institutionsLoading = !1, this.institutionsLoaded = !0;
+  };
+  addAccount = async (t) => {
+    try {
+      const e = await this.api.createAccount(t);
+      d(() => {
+        this.accounts = [...this.accounts, e];
+      });
+    } catch (e) {
+      console.error("Error occurred while adding an account:", e), this.globalStore.captureException(e, { store: "AccountStore" });
+    }
+  };
+  loadAccounts = async () => {
+    if (!this.accountsLoading) {
+      this.accountsLoading = !0;
+      try {
+        const t = await this.api.getAccounts();
+        this.setAccounts(t);
+      } catch (t) {
+        console.error("Error occurred while loading accounts:", t), this.globalStore.captureException(t, { store: "AccountStore" }), this.setAccounts([]);
+      }
+    }
+  };
+  loadInstitutions = async () => {
+    if (!this.institutionsLoading) {
+      this.institutionsLoading = !0;
+      try {
+        const t = await this.api.getInstitutions();
+        this.setInstitutions(t);
+      } catch (t) {
+        console.error("Error occurred while loading institutions:", t), this.globalStore.captureException(t, { store: "AccountStore" }), this.setInstitutions([]);
+      }
+    }
+  };
+  loadMembers = async () => {
+    if (!this.membersLoading) {
+      this.membersLoading = !0;
+      try {
+        const t = await this.api.getMembers();
+        this.setMembers(t);
+      } catch (t) {
+        console.error("Error occurred while loading members:", t), this.globalStore.captureException(t, { store: "AccountStore" }), this.setMembers([]);
+      }
+    }
+  };
+  mergeAccounts = async (t) => {
+    try {
+      const e = await this.api.mergeAccounts(t), s = e[Object.keys(e)[0]];
+      d(() => {
+        const n = this.accounts.findIndex((o) => o.guid === t[1]);
+        this.accounts.splice(n, 1);
+        const i = this.accounts.findIndex((o) => o.guid === t[0]);
+        this.accounts.splice(i, 1, s);
+      });
+    } catch (e) {
+      console.error("Error occurred while merging accounts:", e), this.globalStore.captureException(e, { store: "AccountStore" });
+    }
+  };
+  refreshAccounts = async () => {
+    await Promise.all([
+      this.loadAccounts(),
+      this.loadInstitutions(),
+      this.loadMembers()
+    ]);
+  };
+  refreshMembers = async () => {
+    try {
+      await this.api.refreshAllMembers();
+    } catch (t) {
+      console.error("Error occurred while refreshing members:", t), this.globalStore.captureException(t, { store: "AccountStore" });
+    }
+  };
+  removeAccount = async (t) => {
+    try {
+      await this.api.deleteAccount(t);
+      const e = this.accounts.findIndex((s) => s.guid === t);
+      this.accounts.splice(e, 1);
+    } catch (e) {
+      console.error("Error occurred while removing an account:", e), this.globalStore.captureException(e, { store: "AccountStore" });
+    }
+  };
+  updateAccount = async (t) => {
+    try {
+      const e = await this.api.updateAccount(t), s = this.accounts.findIndex((n) => n.guid === e.guid);
+      this.accounts.splice(s, 1, e);
+    } catch (e) {
+      console.error("Error occurred while updating account:", e), this.globalStore.captureException(e, { store: "AccountStore" });
+    }
+  };
+  updateAccountBalance = (t, e) => {
+    const s = this.accounts.find((n) => n.guid === t);
+    s && d(() => {
+      s.balance = (s.balance || 0) + e;
+    });
+  };
+  updateAccountFilter = async (t) => {
+    try {
+      const e = [];
+      for (const [i, o] of t.entries()) {
+        const r = this.accounts.find((a) => a.guid === i);
+        if (r && r.is_excluded_from_accounts === o) {
+          const a = {
+            ...r,
+            is_excluded_from_accounts: !o
+          };
+          e.push(this.api.updateAccount(a).catch((l) => (console.error("Error occurred while updating account filter:", l), this.globalStore.captureException(l, { store: "AccountStore" }), null)));
+        }
+      }
+      const s = (await Promise.all(e)).filter((i) => i !== null), n = [...this.accounts];
+      for (const i of s) {
+        const o = n.findIndex((r) => r.guid === i.guid);
+        o !== -1 && n.splice(o, 1, i);
+      }
+      this.setAccounts(n);
+    } catch (e) {
+      console.error("Error occurred while updating account filter:", e), this.globalStore.captureException(e, { store: "AccountStore" });
+    }
+  };
+}, m = class {
+  selectedAccount = {};
+  selectedMember = {};
+  constructor() {
+    A(this);
+  }
+  setSelectedAccount = (t) => this.selectedAccount = t;
+  setSelectedMember = (t) => this.selectedMember = t;
+};
+export {
+  S as AccountStore
+};
+
+//# sourceMappingURL=AccountStore.es.js.map

package/dist/core/stores/AccountStore.es.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"AccountStore.es.js","names":[],"sources":["../../../src/core/stores/AccountStore.ts"],"sourcesContent":["import { makeAutoObservable, runInAction } from 'mobx'\n\nimport { AccountApi } from '../api'\nimport {\n  type Account,\n  type DetailedAccount,\n  type Institution,\n  type Member,\n  AccountType,\n  AccountSubType,\n} from '../types'\nimport { augmentAccounts } from '../utils/AccountUtils'\nimport { isFeatureEnabled } from '../utils/UserUtils'\n\nimport { GlobalStore } from './GlobalStore'\n\nexport class AccountStore {\n  globalStore: GlobalStore\n  api: AccountApi = new AccountApi('/', '')\n\n  accounts: Account[] = []\n  accountsLoaded: boolean = false\n  accountsLoading: boolean = false\n  institutions: Institution[] = []\n  institutionsLoaded: boolean = false\n  institutionsLoading: boolean = false\n  members: Member[] = []\n  membersLoaded: boolean = false\n  membersLoading: boolean = false\n  uiStore: UiStore\n\n  constructor(globalStore: GlobalStore) {\n    this.globalStore = globalStore\n    this.uiStore = new UiStore()\n    this.api = new AccountApi(globalStore.endpoint, globalStore.sessionToken, globalStore.onError)\n\n    makeAutoObservable(this)\n  }\n\n  loadAccountData = async () => {\n    await Promise.all([this.loadAccounts(), this.loadMembers(), this.loadInstitutions()])\n  }\n\n  get isAccountDataLoaded(): boolean {\n    return this.accountsLoaded && this.membersLoaded && this.institutionsLoaded\n  }\n\n  get detailedAccounts(): DetailedAccount[] {\n    const userFeatures = this.globalStore.userStore.userFeatures\n    const excludeExternal = isFeatureEnabled(userFeatures, 'MD_EXCLUDE_EXTERNAL_ACCOUNTS')\n\n    // Hide held account when this flag is toggled and this is the individual accounts widget\n    const excludeHeld =\n      this.globalStore.appConfig.config.display_only_external_accounts_in_accounts &&\n      this.globalStore.appConfig.options.subtype === 'accounts' // Indicates this is an individual widget\n\n    return augmentAccounts(\n      this.accounts,\n      this.institutions,\n      this.members,\n      excludeExternal,\n      excludeHeld,\n    )\n  }\n\n  get accountsByTypeMap(): Map<AccountType, DetailedAccount[]> {\n    return this.detailedAccounts.reduce((typeMap: Map<AccountType, DetailedAccount[]>, account) => {\n      const accountType = account.account_type\n\n      let accounts = typeMap.get(accountType)\n      if (!accounts) {\n        accounts = []\n      }\n      accounts.push(account)\n      typeMap.set(accountType, accounts)\n\n      return typeMap\n    }, new Map<AccountType, DetailedAccount[]>())\n  }\n\n  get cashAccounts(): DetailedAccount[] {\n    return this.detailedAccounts.filter(\n      (account: Account) =>\n        account.account_type === AccountType.CASH ||\n        account.account_type === AccountType.CHECKING ||\n        account.account_type === AccountType.PREPAID ||\n        account.account_type === AccountType.SAVINGS ||\n        account.account_type === AccountType.CHECKING_LINE_OF_CREDIT,\n    )\n  }\n\n  get cashBalance(): number {\n    return this.cashAccounts.reduce((total, account) => total + (account?.balance || 0), 0)\n  }\n\n  get checkingAccounts(): DetailedAccount[] {\n    return this.detailedAccounts.filter((a: Account) => a.account_type === AccountType.CHECKING)\n  }\n\n  get debtAccounts(): DetailedAccount[] {\n    return this.detailedAccounts.filter(\n      (account: Account) =>\n        account.account_type === AccountType.CREDIT_CARD ||\n        account.account_type === AccountType.LOAN ||\n        account.account_type === AccountType.MORTGAGE ||\n        account.account_type === AccountType.LINE_OF_CREDIT ||\n        account.account_type === AccountType.CHECKING_LINE_OF_CREDIT,\n    )\n  }\n\n  get finstrongAccounts(): DetailedAccount[] {\n    const eligibleTypes = new Set([\n      AccountType.CHECKING,\n      AccountType.SAVINGS,\n      AccountType.CREDIT_CARD,\n      AccountType.INVESTMENT,\n    ])\n\n    return this.detailedAccounts.filter((account) => eligibleTypes.has(account.account_type))\n  }\n\n  get investmentAccounts(): DetailedAccount[] {\n    return this.detailedAccounts.filter(\n      (account: Account) => account.account_type === AccountType.INVESTMENT,\n    )\n  }\n\n  get manualAccounts(): DetailedAccount[] {\n    return this.detailedAccounts.filter((account) => account.is_manual)\n  }\n\n  get savingsAccounts(): DetailedAccount[] {\n    return this.detailedAccounts.filter((a: Account) => a.account_type === AccountType.SAVINGS)\n  }\n\n  get retirementAccounts(): Account[] {\n    return this.detailedAccounts.filter(\n      (account: Account) =>\n        account.account_type === AccountType.INVESTMENT ||\n        account.account_type === AccountType.SAVINGS ||\n        account.account_type === AccountType.CHECKING ||\n        account.account_type === AccountType.CASH ||\n        account.account_type === AccountType.PROPERTY ||\n        (account.account_type === AccountType.INSURANCE &&\n          (account.account_subtype === AccountSubType.WHOLE_LIFE ||\n            account.account_subtype === AccountSubType.UNIVERSAL_LIFE ||\n            account.account_subtype === AccountSubType.VARIABLE_UNIVERSAL_LIFE)),\n    )\n  }\n\n  get visibleAccounts(): DetailedAccount[] {\n    return this.detailedAccounts.filter((a: Account) => !a.is_hidden && !a.is_closed)\n  }\n\n  get visibleCashAccounts(): DetailedAccount[] {\n    return this.cashAccounts.filter((account: Account) => !account.is_hidden)\n  }\n\n  get visibleCashBalance(): number {\n    return this.visibleCashAccounts.reduce((total, account) => total + (account?.balance || 0), 0)\n  }\n\n  get visibleCheckingAccounts(): DetailedAccount[] {\n    return this.checkingAccounts.filter((account: Account) => !account.is_hidden)\n  }\n\n  get visibleDebtAccounts(): DetailedAccount[] {\n    return this.debtAccounts.filter((account: Account) => !account.is_hidden)\n  }\n\n  get visibleFinstrongAccounts(): DetailedAccount[] {\n    return this.finstrongAccounts.filter(\n      (account: Account) => !(account.is_closed || account.is_deleted || account.is_hidden),\n    )\n  }\n\n  get visibleRetirementAccounts(): Account[] {\n    return this.retirementAccounts.filter((account: Account) => !account.is_hidden)\n  }\n\n  get visibleInvestmentAccounts(): DetailedAccount[] {\n    return this.investmentAccounts.filter((account: Account) => !account.is_hidden)\n  }\n\n  get visibleSavingsAccounts(): DetailedAccount[] {\n    return this.savingsAccounts.filter((account: Account) => !account.is_hidden)\n  }\n\n  get savingsAndCheckingAccountsBalance(): number {\n    const savingsAndCheckingAccountsList = this.savingsAndCheckingAccounts\n\n    return savingsAndCheckingAccountsList.reduce(\n      (total, account) => total + (account?.balance || 0),\n      0,\n    )\n  }\n\n  get savingsAndCheckingAccounts(): Account[] {\n    const savingsAndCheckingAccounts = this.accounts.filter(\n      (account: Account) =>\n        account.account_type === AccountType.SAVINGS ||\n        account.account_type === AccountType.CHECKING,\n    )\n\n    return savingsAndCheckingAccounts\n  }\n\n  setAccounts = (accounts: Account[]) => {\n    this.accounts = accounts\n    this.accountsLoading = false\n    this.accountsLoaded = true\n  }\n\n  setMembers = (members: Member[]) => {\n    this.members = members\n    this.membersLoading = false\n    this.membersLoaded = true\n  }\n\n  setInstitutions = (institutions: Institution[]) => {\n    this.institutions = institutions\n    this.institutionsLoading = false\n    this.institutionsLoaded = true\n  }\n\n  addAccount = async (account: Account) => {\n    try {\n      const newAccount = await this.api.createAccount(account)\n\n      runInAction(() => {\n        this.accounts = [...this.accounts, newAccount]\n      })\n    } catch (error) {\n      console.error('Error occurred while adding an account:', error)\n      this.globalStore.captureException(error, { store: 'AccountStore' })\n    }\n  }\n\n  loadAccounts = async () => {\n    if (this.accountsLoading) return\n\n    this.accountsLoading = true\n    try {\n      const accounts = await this.api.getAccounts()\n      this.setAccounts(accounts)\n    } catch (error) {\n      console.error('Error occurred while loading accounts:', error)\n      this.globalStore.captureException(error, { store: 'AccountStore' })\n      this.setAccounts([])\n    }\n  }\n\n  loadInstitutions = async () => {\n    if (this.institutionsLoading) return\n\n    this.institutionsLoading = true\n    try {\n      const institutions = await this.api.getInstitutions()\n      this.setInstitutions(institutions)\n    } catch (error) {\n      console.error('Error occurred while loading institutions:', error)\n      this.globalStore.captureException(error, { store: 'AccountStore' })\n      this.setInstitutions([])\n    }\n  }\n\n  loadMembers = async () => {\n    if (this.membersLoading) return\n\n    this.membersLoading = true\n    try {\n      const members = await this.api.getMembers()\n      this.setMembers(members)\n    } catch (error) {\n      console.error('Error occurred while loading members:', error)\n      this.globalStore.captureException(error, { store: 'AccountStore' })\n      this.setMembers([])\n    }\n  }\n\n  mergeAccounts = async (accountGuids: string[]) => {\n    try {\n      const response = await this.api.mergeAccounts(accountGuids)\n      // the response from the api is a funky database key here, so this is essentially just getting the first item in the returned object\n      // to prevent making multiple api calls here\n      const mergedAccount = response[Object.keys(response)[0]]\n\n      runInAction(() => {\n        const account2Index = this.accounts.findIndex((account) => account.guid === accountGuids[1])\n        this.accounts.splice(account2Index, 1)\n\n        const account1Index = this.accounts.findIndex((account) => account.guid === accountGuids[0])\n        this.accounts.splice(account1Index, 1, mergedAccount)\n      })\n    } catch (error) {\n      console.error('Error occurred while merging accounts:', error)\n      this.globalStore.captureException(error, { store: 'AccountStore' })\n    }\n  }\n\n  /**\n   * DEPRECATED: Use loadAccountData instead\n   */\n  refreshAccounts = async () => {\n    await Promise.all([this.loadAccounts(), this.loadInstitutions(), this.loadMembers()])\n  }\n\n  refreshMembers = async () => {\n    try {\n      await this.api.refreshAllMembers()\n    } catch (error) {\n      console.error('Error occurred while refreshing members:', error)\n      this.globalStore.captureException(error, { store: 'AccountStore' })\n    }\n  }\n\n  removeAccount = async (accountGuid: string) => {\n    try {\n      await this.api.deleteAccount(accountGuid)\n\n      const deletedIndex = this.accounts.findIndex((account) => account.guid === accountGuid)\n      this.accounts.splice(deletedIndex, 1)\n    } catch (error) {\n      console.error('Error occurred while removing an account:', error)\n      this.globalStore.captureException(error, { store: 'AccountStore' })\n    }\n  }\n\n  updateAccount = async (account: Account) => {\n    try {\n      const updatedAccount = await this.api.updateAccount(account)\n\n      const updatedAccountIndex = this.accounts.findIndex(\n        (account) => account.guid === updatedAccount.guid,\n      )\n\n      this.accounts.splice(updatedAccountIndex, 1, updatedAccount)\n    } catch (error) {\n      console.error('Error occurred while updating account:', error)\n      this.globalStore.captureException(error, { store: 'AccountStore' })\n    }\n  }\n\n  updateAccountBalance = (accountGuid: string, balanceChange: number) => {\n    const account = this.accounts.find((a) => a.guid === accountGuid)\n\n    if (account) {\n      runInAction(() => {\n        account.balance = (account.balance || 0) + balanceChange\n      })\n    }\n  }\n\n  updateAccountFilter = async (accountMap: Map<string, boolean>) => {\n    try {\n      const accountUpdates: Promise<Account | null>[] = []\n      for (const [guid, isSelected] of accountMap.entries()) {\n        const account = this.accounts.find((acc) => acc.guid === guid)\n\n        if (account && account.is_excluded_from_accounts === isSelected) {\n          const updatedPayload = { ...account, is_excluded_from_accounts: !isSelected }\n          accountUpdates.push(\n            this.api.updateAccount(updatedPayload).catch((error) => {\n              console.error('Error occurred while updating account filter:', error)\n              this.globalStore.captureException(error, { store: 'AccountStore' })\n              return null\n            }),\n          )\n        }\n      }\n\n      const results = await Promise.all(accountUpdates)\n      const updatedAccounts: Account[] = results.filter((acc): acc is Account => acc !== null)\n\n      const accounts = [...this.accounts]\n      for (const updatedAccount of updatedAccounts) {\n        const index = accounts.findIndex((acc) => acc.guid === updatedAccount.guid)\n        if (index !== -1) {\n          accounts.splice(index, 1, updatedAccount)\n        }\n      }\n      this.setAccounts(accounts)\n    } catch (error) {\n      console.error('Error occurred while updating account filter:', error)\n      this.globalStore.captureException(error, { store: 'AccountStore' })\n    }\n  }\n}\n\n// TODO: Move into AccountStore\nclass UiStore {\n  selectedAccount: Account = {} as Account\n  selectedMember: Member = {} as Member\n\n  constructor() {\n    makeAutoObservable(this)\n  }\n\n  setSelectedAccount = (account: Account) => (this.selectedAccount = account)\n  setSelectedMember = (member: Member) => (this.selectedMember = 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package/dist/core/stores/AnalyticsStore.es.js

@@ -0,0 +1,55 @@
+import { makeAutoObservable as i, runInAction as r } from "mobx";
+import u from "posthog-js";
+var l = class {
+  globalStore;
+  survey = null;
+  currentQuestionIndex = 0;
+  question = null;
+  response = null;
+  responses = {};
+  constructor(s) {
+    this.globalStore = s, i(this);
+  }
+  get isLastQuestion() {
+    return this.currentQuestionIndex === this.surveyQuestions.length - 1;
+  }
+  get questionCount() {
+    return `${this.currentQuestionIndex + 1}/${this.surveyQuestions.length}`;
+  }
+  get responsePayload() {
+    return {
+      $survey_id: this.surveyId,
+      ...this.responses
+    };
+  }
+  get surveyId() {
+    return window.app?.postHogPublicKey === "phc_KclQGnOZEaYCttkpiVpuyOYeBlixGo6xNphYgWV4CXo" ? "0196caa6-9b37-0000-98a7-f04e8d56faf5" : "0196a6b0-ccde-0000-b980-0b84ea2fef4a";
+  }
+  get surveyQuestions() {
+    return this.survey ? this.survey.questions : [];
+  }
+  loadSurvey = (s = !1) => {
+    u.getActiveMatchingSurveys((t) => {
+      r(() => {
+        if (t.length > 0) {
+          const e = t.find((n) => n.id === this.surveyId);
+          e && (this.survey = e, this.currentQuestionIndex = 0, this.question = e.questions[0], this.response = null, this.responses = {});
+        }
+      });
+    }, s);
+  };
+  nextQuestion = () => {
+    this.currentQuestionIndex < this.surveyQuestions.length - 1 && (this.currentQuestionIndex += 1), this.response = null, this.question = this.surveyQuestions[this.currentQuestionIndex];
+  };
+  resetStore = () => {
+    this.survey = null, this.currentQuestionIndex = 0, this.question = null, this.response = null, this.responses = {};
+  };
+  setResponse = (s) => {
+    this.response = s, this.question && (this.responses[`$survey_response_${this.question.id}`] = s);
+  };
+};
+export {
+  l as AnalyticsStore
+};
+
+//# sourceMappingURL=AnalyticsStore.es.js.map

package/dist/core/stores/AnalyticsStore.es.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"AnalyticsStore.es.js","names":[],"sources":["../../../src/core/stores/AnalyticsStore.ts"],"sourcesContent":["import { makeAutoObservable, runInAction } from 'mobx'\nimport posthog, { Survey, SurveyQuestion } from 'posthog-js'\n\nimport { GlobalStore } from './GlobalStore'\n\nexport class AnalyticsStore {\n  globalStore: GlobalStore\n  survey: Survey | null = null\n  currentQuestionIndex: number = 0\n  question: SurveyQuestion | null = null\n  response: number | string | null = null\n  responses: Record<string, number | string | null> = {}\n\n  constructor(globalStore: GlobalStore) {\n    this.globalStore = globalStore\n    makeAutoObservable(this)\n  }\n\n  get isLastQuestion() {\n    return this.currentQuestionIndex === this.surveyQuestions.length - 1\n  }\n\n  get questionCount() {\n    return `${this.currentQuestionIndex + 1}/${this.surveyQuestions.length}`\n  }\n\n  get responsePayload() {\n    return {\n      $survey_id: this.surveyId,\n      ...this.responses,\n    }\n  }\n\n  // TODO hardcode elsewhere\n  get surveyId() {\n    const posthogKey = window.app?.postHogPublicKey\n\n    return posthogKey === 'phc_KclQGnOZEaYCttkpiVpuyOYeBlixGo6xNphYgWV4CXo'\n      ? '0196caa6-9b37-0000-98a7-f04e8d56faf5'\n      : '0196a6b0-ccde-0000-b980-0b84ea2fef4a'\n  }\n\n  get surveyQuestions() {\n    return this.survey ? this.survey.questions : ([] as SurveyQuestion[])\n  }\n\n  loadSurvey = (forceReload: boolean = false) => {\n    posthog.getActiveMatchingSurveys((surveys) => {\n      runInAction(() => {\n        if (surveys.length > 0) {\n          const survey = surveys.find((s) => s.id === this.surveyId)\n          if (survey) {\n            this.survey = survey\n            this.currentQuestionIndex = 0\n            this.question = survey.questions[0]\n            this.response = null\n            this.responses = {}\n          }\n        }\n      })\n    }, forceReload)\n  }\n\n  nextQuestion = () => {\n    if (this.currentQuestionIndex < this.surveyQuestions.length - 1) {\n      this.currentQuestionIndex += 1\n    }\n    this.response = null\n    this.question = this.surveyQuestions[this.currentQuestionIndex]\n  }\n\n  resetStore = () => {\n    this.survey = null\n    this.currentQuestionIndex = 0\n    this.question = null\n    this.response = null\n    this.responses = {}\n  }\n\n  setResponse = (response: number | string | null) => {\n    this.response = response\n    if (this.question) {\n      this.responses[`$survey_response_${this.question.id}`] = response\n    }\n  }\n}\n"],"mappings":";;AAKA,IAAa,IAAb,MAA4B;AAAA,EAC1B;AAAA,EACA,SAAwB;AAAA,EACxB,uBAA+B;AAAA,EAC/B,WAAkC;AAAA,EAClC,WAAmC;AAAA,EACnC,YAAoD,CAAC;AAAA,EAErD,YAAY,GAA0B;AACpC,SAAK,cAAc,GACnB,EAAmB,IAAI;AAAA,EACzB;AAAA,EAEA,IAAI,iBAAiB;AACnB,WAAO,KAAK,yBAAyB,KAAK,gBAAgB,SAAS;AAAA,EACrE;AAAA,EAEA,IAAI,gBAAgB;AAClB,WAAO,GAAG,KAAK,uBAAuB,CAAA,IAAK,KAAK,gBAAgB,MAAA;AAAA,EAClE;AAAA,EAEA,IAAI,kBAAkB;AACpB,WAAO;AAAA,MACL,YAAY,KAAK;AAAA,MACjB,GAAG,KAAK;AAAA,IACV;AAAA,EACF;AAAA,EAGA,IAAI,WAAW;AAGb,WAFmB,OAAO,KAAK,qBAET,oDAClB,yCACA;AAAA,EACN;AAAA,EAEA,IAAI,kBAAkB;AACpB,WAAO,KAAK,SAAS,KAAK,OAAO,YAAa,CAAC;AAAA,EACjD;AAAA,EAEA,aAAA,CAAc,IAAuB,OAAU;AAC7C,IAAA,EAAQ,yBAAA,CAA0B,MAAY;AAC5C,MAAA,EAAA,MAAkB;AAChB,YAAI,EAAQ,SAAS,GAAG;AACtB,gBAAM,IAAS,EAAQ,KAAA,CAAM,MAAM,EAAE,OAAO,KAAK,QAAQ;AACzD,UAAI,MACF,KAAK,SAAS,GACd,KAAK,uBAAuB,GAC5B,KAAK,WAAW,EAAO,UAAU,CAAA,GACjC,KAAK,WAAW,MAChB,KAAK,YAAY,CAAC;AAAA,QAEtB;AAAA,MACF,CAAC;AAAA,IACH,GAAG,CAAW;AAAA,EAChB;AAAA,EAEA,eAAA,MAAqB;AACnB,IAAI,KAAK,uBAAuB,KAAK,gBAAgB,SAAS,MAC5D,KAAK,wBAAwB,IAE/B,KAAK,WAAW,MAChB,KAAK,WAAW,KAAK,gBAAgB,KAAK,oBAAA;AAAA,EAC5C;AAAA,EAEA,aAAA,MAAmB;AACjB,SAAK,SAAS,MACd,KAAK,uBAAuB,GAC5B,KAAK,WAAW,MAChB,KAAK,WAAW,MAChB,KAAK,YAAY,CAAC;AAAA,EACpB;AAAA,EAEA,cAAA,CAAe,MAAqC;AAClD,SAAK,WAAW,GACZ,KAAK,aACP,KAAK,UAAU,oBAAoB,KAAK,SAAS,EAAA,EAAA,IAAQ;AAAA,EAE7D;AACF"}

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

@@ -10,8 +10,8 @@ export declare class AppDataStore {
     banner: Banner;
     constructor(globalStore: GlobalStore);
     get appConfig(): AppConfig;
-    get clientCommunicationProfile(): import('../types').ClientCommunicationProfile;
-    get clientInsightProfile(): import('../types').ClientInsightProfile;
+    get clientCommunicationProfile(): import('..').ClientCommunicationProfile;
+    get clientInsightProfile(): import('..').ClientInsightProfile;
     get user(): User;
     get userCommunicationProfile(): UserCommunicationProfile;
     get userProfile(): UserProfile;