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

package/dist/core/utils/GoalsUtil.es.js

@@ -0,0 +1,113 @@
+import { buildDynamicCopy as n } from "./Localization.es.js";
+import { DATE_FORMATS_INTL as b, formatDate as E } from "../constants/DateFormats.es.js";
+import { MetaType as r, TrackType as o } from "../types/Goal.es.js";
+import { formatPercentage as u } from "./NumberFormatting.es.js";
+import { addYears as d } from "date-fns/addYears";
+import { getUnixTime as R } from "date-fns/getUnixTime";
+import { fromUnixTime as l } from "date-fns/fromUnixTime";
+function O(e, t) {
+  const m = t.track_type === o.DEBT_TRACK ? t.initial_amount : t.amount;
+  let a = t.current_amount / m;
+  a > 1 && (a = 1), a = t.track_type === o.DEBT_TRACK ? 1 - a : a, isNaN(a) && (a = 1);
+  let i = "chart.chart1", _ = "common.black";
+  t.track_type === o.DEBT_TRACK ? (_ = "common.white", i = "chart.chart5") : t.track_type === o.RETIREMENT_TRACK && (i = "chart.chart6");
+  const s = {
+    style: "percent",
+    minimumFractionDigits: 0,
+    maximumFractionDigits: 0
+  }, c = t.is_complete ? t.completed_at : t.projected_to_complete_at, T = c ? l(c) : /* @__PURE__ */ new Date(), g = n(e.goal_percentage, u(a, s)), p = n(t.is_complete ? e.completed_label : e.goal_projection, E(T, b.MONTH_SHORT_YEAR));
+  return {
+    backgroundColor: i,
+    color: _,
+    percentage: a,
+    percentageText: g,
+    projectedText: p
+  };
+}
+function y(e) {
+  return [
+    {
+      bgcolor: "chart.chart1",
+      icon: "attach_money",
+      label: e.saving_goal_label,
+      description: e.saving_goal_description,
+      subTypes: [
+        {
+          icon: "ecg_heart",
+          label: e.saving_goal_emergency_fund,
+          metaType: r.EMERGENCY_FUND
+        },
+        {
+          icon: "directions_car",
+          label: e.saving_gaol_automobile,
+          metaType: r.AUTOMOBILE
+        },
+        {
+          icon: "school",
+          label: e.saving_goal_college,
+          metaType: r.COLLEGE
+        },
+        {
+          icon: "home",
+          label: e.saving_goal_home,
+          metaType: r.HOUSE
+        },
+        {
+          icon: "mountain_flag",
+          label: e.saving_goal_recreational,
+          metaType: r.RECREATIONAL_VEHICLE
+        },
+        {
+          icon: "airplane_ticket",
+          label: e.saving_goal_vacation,
+          metaType: r.VACATION
+        },
+        {
+          icon: "desktop_windows",
+          label: e.saving_goal_electronic,
+          metaType: r.ELECTRONIC
+        },
+        {
+          icon: "payments",
+          label: e.saving_goal_other,
+          metaType: r.OTHER
+        }
+      ],
+      type: o.SAVINGS_TRACK
+    },
+    {
+      bgcolor: "chart.chart5",
+      icon: "note_stack",
+      label: e.debt_goal_label,
+      description: e.debt_goal_description,
+      subTypes: [],
+      type: o.DEBT_TRACK
+    },
+    {
+      bgcolor: "chart.chart6",
+      icon: "person",
+      label: e.retirement_goal_label,
+      description: e.retirement_goal_description,
+      subTypes: [],
+      type: o.RETIREMENT_TRACK
+    }
+  ];
+}
+var k = (e, t) => {
+  switch (e) {
+    case o.DEBT_TRACK:
+      return n(t.zero_state_ongoing, "debt");
+    case o.SAVINGS_TRACK:
+      return n(t.zero_state_ongoing, "saving");
+    default:
+      return n(t.zero_state_ongoing, "retirement");
+  }
+}, I = (e, t) => R(d(l(t), e));
+export {
+  O as getGoalStatusData,
+  y as getGoalTypes,
+  I as getProjectedRetirementDate,
+  k as getZeroStateOngoing
+};
+
+//# sourceMappingURL=GoalsUtil.es.js.map

package/dist/core/utils/GoalsUtil.es.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"GoalsUtil.es.js","names":[],"sources":["../../../src/core/utils/GoalsUtil.ts"],"sourcesContent":["import { fromUnixTime } from 'date-fns/fromUnixTime'\nimport { addYears } from 'date-fns/addYears'\nimport { getUnixTime } from 'date-fns/getUnixTime'\n\nimport { DATE_FORMATS_INTL, formatDate } from '../constants'\nimport { type Goal, type GoalsCopy, MetaType, TrackType } from '../index'\nimport { formatPercentage } from './NumberFormatting'\nimport { buildDynamicCopy } from './Localization'\n\nexport interface GoalStatusData {\n  backgroundColor: string\n  color: string\n  percentage: number\n  percentageText: string\n  projectedText: string\n}\n\nexport type GoalType = {\n  bgcolor: string\n  icon: string\n  label: string\n  description: string\n  subTypes: {\n    icon: string\n    label: string\n    metaType: MetaType\n  }[]\n  type: TrackType\n}\n\nexport function getGoalStatusData(copy: GoalsCopy, goal: Goal): GoalStatusData {\n  const amount = goal.track_type === TrackType.DEBT_TRACK ? goal.initial_amount : goal.amount\n\n  let percentage = goal.current_amount / amount\n  if (percentage > 1) percentage = 1\n  // For Debts, the percentage is inversed.\n  percentage = goal.track_type === TrackType.DEBT_TRACK ? 1 - percentage : percentage\n\n  // Handle cases where both amounts are 0 producing NaN\n  if (isNaN(percentage)) percentage = 1\n\n  let backgroundColor = 'chart.chart1'\n  let color = 'common.black'\n  if (goal.track_type === TrackType.DEBT_TRACK) {\n    color = 'common.white'\n    backgroundColor = 'chart.chart5'\n  } else if (goal.track_type === TrackType.RETIREMENT_TRACK) {\n    backgroundColor = 'chart.chart6'\n  }\n\n  const percentageStyle = {\n    style: 'percent',\n    minimumFractionDigits: 0,\n    maximumFractionDigits: 0,\n  } as Intl.NumberFormatOptions\n\n  const completionDateUnixTime = goal.is_complete\n    ? goal.completed_at\n    : goal.projected_to_complete_at\n  const completionDate = completionDateUnixTime ? fromUnixTime(completionDateUnixTime) : new Date()\n\n  const percentageText = buildDynamicCopy(\n    copy.goal_percentage,\n    formatPercentage(percentage, percentageStyle),\n  ) as string\n\n  const projectedText = buildDynamicCopy(\n    goal.is_complete ? copy.completed_label : copy.goal_projection,\n    formatDate(completionDate, DATE_FORMATS_INTL.MONTH_SHORT_YEAR),\n  ) as string\n\n  return {\n    backgroundColor,\n    color,\n    percentage,\n    percentageText,\n    projectedText,\n  }\n}\n\nexport function getGoalTypes(copy: GoalsCopy): GoalType[] {\n  return [\n    {\n      bgcolor: 'chart.chart1',\n      icon: 'attach_money',\n      label: copy.saving_goal_label,\n      description: copy.saving_goal_description,\n      subTypes: [\n        {\n          icon: 'ecg_heart',\n          label: copy.saving_goal_emergency_fund,\n          metaType: MetaType.EMERGENCY_FUND,\n        },\n        {\n          icon: 'directions_car',\n          label: copy.saving_gaol_automobile,\n          metaType: MetaType.AUTOMOBILE,\n        },\n        { icon: 'school', label: copy.saving_goal_college, metaType: MetaType.COLLEGE },\n        { icon: 'home', label: copy.saving_goal_home, metaType: MetaType.HOUSE },\n        {\n          icon: 'mountain_flag',\n          label: copy.saving_goal_recreational,\n          metaType: MetaType.RECREATIONAL_VEHICLE,\n        },\n        { icon: 'airplane_ticket', label: copy.saving_goal_vacation, metaType: MetaType.VACATION },\n        {\n          icon: 'desktop_windows',\n          label: copy.saving_goal_electronic,\n          metaType: MetaType.ELECTRONIC,\n        },\n        { icon: 'payments', label: copy.saving_goal_other, metaType: MetaType.OTHER },\n      ],\n      type: TrackType.SAVINGS_TRACK,\n    },\n    {\n      bgcolor: 'chart.chart5',\n      icon: 'note_stack',\n      label: copy.debt_goal_label,\n      description: copy.debt_goal_description,\n      subTypes: [],\n      type: TrackType.DEBT_TRACK,\n    },\n    {\n      bgcolor: 'chart.chart6',\n      icon: 'person',\n      label: copy.retirement_goal_label,\n      description: copy.retirement_goal_description,\n      subTypes: [],\n      type: TrackType.RETIREMENT_TRACK,\n    },\n  ]\n}\n\nexport const getZeroStateOngoing = (trackType: TrackType, copy: GoalsCopy) => {\n  switch (trackType) {\n    case TrackType.DEBT_TRACK:\n      return buildDynamicCopy(copy.zero_state_ongoing, 'debt') as string\n    case TrackType.SAVINGS_TRACK:\n      return buildDynamicCopy(copy.zero_state_ongoing, 'saving') as string\n    default:\n      return buildDynamicCopy(copy.zero_state_ongoing, 'retirement') as string\n  }\n}\n\nexport const getProjectedRetirementDate = (retirementAge: number, userBirthday: number) => {\n  const birthDate = fromUnixTime(userBirthday)\n  const retirementDate = addYears(birthDate, retirementAge)\n  return getUnixTime(retirementDate)\n}\n"],"mappings":";;;;;;;AA8BA,SAAgB,EAAkB,GAAiB,GAA4B;AAC7E,QAAM,IAAS,EAAK,eAAe,EAAU,aAAa,EAAK,iBAAiB,EAAK;AAErF,MAAI,IAAa,EAAK,iBAAiB;AACvC,EAAI,IAAa,MAAG,IAAa,IAEjC,IAAa,EAAK,eAAe,EAAU,aAAa,IAAI,IAAa,GAGrE,MAAM,CAAU,MAAG,IAAa;AAEpC,MAAI,IAAkB,gBAClB,IAAQ;AACZ,EAAI,EAAK,eAAe,EAAU,cAChC,IAAQ,gBACR,IAAkB,kBACT,EAAK,eAAe,EAAU,qBACvC,IAAkB;AAGpB,QAAM,IAAkB;AAAA,IACtB,OAAO;AAAA,IACP,uBAAuB;AAAA,IACvB,uBAAuB;AAAA,EACzB,GAEM,IAAyB,EAAK,cAChC,EAAK,eACL,EAAK,0BACH,IAAiB,IAAyB,EAAa,CAAsB,IAAI,oBAAI,KAAK,GAE1F,IAAiB,EACrB,EAAK,iBACL,EAAiB,GAAY,CAAe,CAC9C,GAEM,IAAgB,EACpB,EAAK,cAAc,EAAK,kBAAkB,EAAK,iBAC/C,EAAW,GAAgB,EAAkB,gBAAgB,CAC/D;AAEA,SAAO;AAAA,IACL,iBAAA;AAAA,IACA,OAAA;AAAA,IACA,YAAA;AAAA,IACA,gBAAA;AAAA,IACA,eAAA;AAAA,EACF;AACF;AAEA,SAAgB,EAAa,GAA6B;AACxD,SAAO;AAAA,IACL;AAAA,MACE,SAAS;AAAA,MACT,MAAM;AAAA,MACN,OAAO,EAAK;AAAA,MACZ,aAAa,EAAK;AAAA,MAClB,UAAU;AAAA,QACR;AAAA,UACE,MAAM;AAAA,UACN,OAAO,EAAK;AAAA,UACZ,UAAU,EAAS;AAAA,QACrB;AAAA,QACA;AAAA,UACE,MAAM;AAAA,UACN,OAAO,EAAK;AAAA,UACZ,UAAU,EAAS;AAAA,QACrB;AAAA,QACA;AAAA,UAAE,MAAM;AAAA,UAAU,OAAO,EAAK;AAAA,UAAqB,UAAU,EAAS;AAAA,QAAQ;AAAA,QAC9E;AAAA,UAAE,MAAM;AAAA,UAAQ,OAAO,EAAK;AAAA,UAAkB,UAAU,EAAS;AAAA,QAAM;AAAA,QACvE;AAAA,UACE,MAAM;AAAA,UACN,OAAO,EAAK;AAAA,UACZ,UAAU,EAAS;AAAA,QACrB;AAAA,QACA;AAAA,UAAE,MAAM;AAAA,UAAmB,OAAO,EAAK;AAAA,UAAsB,UAAU,EAAS;AAAA,QAAS;AAAA,QACzF;AAAA,UACE,MAAM;AAAA,UACN,OAAO,EAAK;AAAA,UACZ,UAAU,EAAS;AAAA,QACrB;AAAA,QACA;AAAA,UAAE,MAAM;AAAA,UAAY,OAAO,EAAK;AAAA,UAAmB,UAAU,EAAS;AAAA,QAAM;AAAA,MAC9E;AAAA,MACA,MAAM,EAAU;AAAA,IAClB;AAAA,IACA;AAAA,MACE,SAAS;AAAA,MACT,MAAM;AAAA,MACN,OAAO,EAAK;AAAA,MACZ,aAAa,EAAK;AAAA,MAClB,UAAU,CAAC;AAAA,MACX,MAAM,EAAU;AAAA,IAClB;AAAA,IACA;AAAA,MACE,SAAS;AAAA,MACT,MAAM;AAAA,MACN,OAAO,EAAK;AAAA,MACZ,aAAa,EAAK;AAAA,MAClB,UAAU,CAAC;AAAA,MACX,MAAM,EAAU;AAAA,IAClB;AAAA,EACF;AACF;AAEA,IAAa,IAAA,CAAuB,GAAsB,MAAoB;AAC5E,UAAQ,GAAR;AAAA,IACE,KAAK,EAAU;AACb,aAAO,EAAiB,EAAK,oBAAoB,MAAM;AAAA,IACzD,KAAK,EAAU;AACb,aAAO,EAAiB,EAAK,oBAAoB,QAAQ;AAAA,IAC3D;AACE,aAAO,EAAiB,EAAK,oBAAoB,YAAY;AAAA,EACjE;AACF,GAEa,IAAA,CAA8B,GAAuB,MAGzD,EADgB,EADL,EAAa,CACC,GAAW,CACxB,CAAc"}

package/dist/core/utils/HelpUtil.es.js

@@ -0,0 +1,23 @@
+import { HELP_CATEGORIES as n } from "../constants/Help.es.js";
+var f = (e, t) => e.guid === "general" || e.guid === "insights" ? !0 : e.flags ? e.flags.every((i) => t[i]) : !1, c = (e, t) => {
+  const i = [];
+  for (const r of n) {
+    const s = t[r.guid];
+    if (!s) continue;
+    const l = {
+      ...r,
+      title: s.label,
+      topics: r.topics.map(({ topicKey: o }, a) => ({
+        topicKey: o,
+        label: s.topics[a]
+      }))
+    };
+    f(l, e) && i.push(l);
+  }
+  return i;
+};
+export {
+  c as HelpUtil
+};
+
+//# sourceMappingURL=HelpUtil.es.js.map

package/dist/core/utils/HelpUtil.es.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"HelpUtil.es.js","names":[],"sources":["../../../src/core/utils/HelpUtil.ts"],"sourcesContent":["import type { HelpCategory, Profile } from '../types/Help'\nimport { CategoryList } from '../types/localization/HelpCopy'\nimport { HELP_CATEGORIES } from '../constants/Help'\n\nconst isCategoryAccessibleByProfile = (category: HelpCategory, profile: Profile): boolean => {\n  if (category.guid === 'general' || category.guid === 'insights') return true\n  if (!category.flags) return false\n  return category.flags.every((flag) => profile[flag as keyof Profile])\n}\n\nexport const HelpUtil = (profile: Profile, categoryList: CategoryList): HelpCategory[] => {\n  const accessibleCategories: HelpCategory[] = []\n\n  for (const el of HELP_CATEGORIES) {\n    const category = categoryList[el.guid as keyof CategoryList]\n    if (!category) continue\n\n    const updatedCategory = {\n      ...el,\n      title: category.label,\n      topics: el.topics.map(({ topicKey }, index) => ({\n        topicKey,\n        label: category.topics[index],\n      })),\n    }\n    if (isCategoryAccessibleByProfile(updatedCategory, profile))\n      accessibleCategories.push(updatedCategory)\n  }\n\n  return accessibleCategories\n}\n"],"mappings":";AAIA,IAAM,IAAA,CAAiC,GAAwB,MACzD,EAAS,SAAS,aAAa,EAAS,SAAS,aAAmB,KACnE,EAAS,QACP,EAAS,MAAM,MAAA,CAAO,MAAS,EAAQ,CAAA,CAAsB,IADxC,IAIjB,IAAA,CAAY,GAAkB,MAA+C;AACxF,QAAM,IAAuC,CAAC;AAE9C,aAAW,KAAM,GAAiB;AAChC,UAAM,IAAW,EAAa,EAAG,IAAA;AACjC,QAAI,CAAC,EAAU;AAEf,UAAM,IAAkB;AAAA,MACtB,GAAG;AAAA,MACH,OAAO,EAAS;AAAA,MAChB,QAAQ,EAAG,OAAO,IAAA,CAAK,EAAE,UAAA,EAAA,GAAY,OAAW;AAAA,QAC9C,UAAA;AAAA,QACA,OAAO,EAAS,OAAO,CAAA;AAAA,MACzB,EAAE;AAAA,IACJ;AACA,IAAI,EAA8B,GAAiB,CAAO,KACxD,EAAqB,KAAK,CAAe;AAAA,EAC7C;AAEA,SAAO;AACT"}

package/dist/core/utils/InvestmentUtil.es.js

@@ -0,0 +1,77 @@
+import { AnalysisType as V, EquityClassificationTypes as b, EquityClassificationValues as m, FixedIncomeClassificationTypes as L, FixedIncomeClassificationValues as f } from "../constants/Investments.es.js";
+import x from "numeral";
+var d = (e, r = 3) => {
+  const a = Object.keys(e).map(Number).filter((t) => t !== 0).sort((t, i) => t - i), s = [];
+  for (let t = 0; t < a.length; t += r) s.push(a.slice(t, t + r).map((i) => e[i]));
+  return s;
+}, A = d(f), G = d(m), D = (e) => {
+  const r = p(e, y), a = p(e, w), s = (t, i) => {
+    const c = t.reduce((o, n) => o + O(n), 0), u = t.reduce((o, n) => {
+      const l = i(n);
+      return Object.keys(l).forEach((_) => o[_] = (o[_] || 0) + l[_]), o;
+    }, {});
+    return Object.fromEntries(Object.entries(u).map(([o, n]) => [o, n / c * 100]));
+  };
+  return {
+    stocks: s(r, k),
+    bonds: s(a, h)
+  };
+}, N = (e) => {
+  const r = e.filter((t) => !isNaN(t.equity_classification)), a = e.filter((t) => !isNaN(t.fixed_income_classification)), s = (t, i, c) => t.reduce((u, o) => {
+    const n = i(o);
+    return Object.keys(c).forEach((l) => {
+      u[l] = (u[l] || 0) + (n[l] || 0);
+    }), u;
+  }, {});
+  return {
+    stocks: s(r, k, b),
+    bonds: s(a, h, L)
+  };
+}, C = (e, r) => Object.fromEntries(Object.entries(e).map(([a, s]) => [a, s * r / 100])), h = (e) => E(e, w, f), w = (e) => ({ [f[e.fixed_income_classification]]: 100 }), k = (e) => E(e, y, m), y = (e) => {
+  const { large_core_weight: r, large_growth_weight: a, large_value_weight: s, mid_core_weight: t, mid_growth_weight: i, mid_value_weight: c, small_core_weight: u, small_growth_weight: o, small_value_weight: n, unknown_weight: l, equity_classification: _ } = e, v = {
+    LARGE_CORE: r ?? 0,
+    LARGE_GROWTH: a ?? 0,
+    LARGE_VALUE: s ?? 0,
+    MID_CORE: t ?? 0,
+    MID_GROWTH: i ?? 0,
+    MID_VALUE: c ?? 0,
+    SMALL_CORE: u ?? 0,
+    SMALL_GROWTH: o ?? 0,
+    SMALL_VALUE: n ?? 0,
+    UNKNOWN: l ?? 0
+  };
+  return g(v) === 0 && _ !== void 0 ? { [m[_]]: 100 } : v;
+}, E = (e, r, a) => {
+  const s = r(e), t = O(e), i = C(s, t);
+  if (g(i) === 0) {
+    const c = String(e.equity_classification ?? e.fixed_income_classification);
+    if (c in a) return { [a[c]]: t };
+    console.error(`Invalid classification key: ${c}`);
+  }
+  return i;
+}, I = (e) => e.split("_").map((r) => r.charAt(0).toUpperCase() + r.slice(1).toLowerCase()).join(" "), W = (e) => e >= 1 ? `${x(e).format("0")}%` : "< 1%", O = (e) => e.calculated_market_value ?? e.market_value, p = (e, r) => e.filter((a) => {
+  const s = r(a), t = g(s);
+  return t > 80 && t < 120;
+}), M = (e, r) => {
+  const a = r === V.Stocks ? G : A, s = e[r];
+  return !s || Object.keys(s).length === 0 ? a.map((t) => t.map(() => "0%")) : a.map((t) => t.map((i) => W(s[i] ?? 0)));
+}, g = (e) => Object.values(e).reduce((r, a) => r + a, 0);
+export {
+  D as analysisChartData,
+  N as analysisDetailsData,
+  A as bondGroups,
+  C as calculateWeightedValue,
+  d as createGroups,
+  w as extractBondWeight,
+  y as extractStockWeight,
+  E as extractValueFromWeight,
+  I as formatKey,
+  W as formatPercent,
+  O as getHoldingValue,
+  p as getValidHoldings,
+  M as mapDataToPercentageGrid,
+  G as stockGroups,
+  g as sumValues
+};
+
+//# sourceMappingURL=InvestmentUtil.es.js.map

package/dist/core/utils/InvestmentUtil.es.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"InvestmentUtil.es.js","names":[],"sources":["../../../src/core/utils/InvestmentUtil.ts"],"sourcesContent":["import numeral from 'numeral'\n\nimport type { Holding } from '../types'\n\nimport {\n  AnalysisType,\n  EquityClassificationTypes,\n  EquityClassificationValues,\n  FixedIncomeClassificationTypes,\n  FixedIncomeClassificationValues,\n} from '../constants/Investments'\n\ntype WeightMap = Record<string, number>\n\nexport const createGroups = (classificationObj: Record<number, string>, groupSize = 3) => {\n  const keys = Object.keys(classificationObj)\n    .map(Number)\n    .filter((k) => k !== 0)\n    .sort((a, b) => a - b)\n\n  const groups = []\n  for (let i = 0; i < keys.length; i += groupSize) {\n    groups.push(keys.slice(i, i + groupSize).map((key) => classificationObj[key]))\n  }\n  return groups\n}\n\nexport const bondGroups = createGroups(FixedIncomeClassificationValues)\nexport const stockGroups = createGroups(EquityClassificationValues)\n\nexport const analysisChartData = (holdings: Holding[]) => {\n  const stocks = getValidHoldings(holdings, extractStockWeight)\n  const bonds = getValidHoldings(holdings, extractBondWeight)\n\n  const processGroupData = (group: Holding[], extractValueFn: (holding: Holding) => WeightMap) => {\n    const totalValue = group.reduce((acc, holding) => acc + getHoldingValue(holding), 0)\n    const groupValues = group.reduce((acc, holding) => {\n      const value = extractValueFn(holding)\n      Object.keys(value).forEach((key) => (acc[key] = (acc[key] || 0) + value[key]))\n      return acc\n    }, {} as WeightMap)\n\n    return Object.fromEntries(\n      Object.entries(groupValues).map(([key, value]) => [key, (value / totalValue) * 100]),\n    )\n  }\n\n  const data = {\n    stocks: processGroupData(stocks, extractStockValueFromWeight),\n    bonds: processGroupData(bonds, extractBondValueFromWeight),\n  }\n\n  return data\n}\n\nexport const analysisDetailsData = (holdings: Holding[]) => {\n  const stocks = holdings.filter((holding) => !isNaN(holding.equity_classification))\n  const bonds = holdings.filter((holding) => !isNaN(holding.fixed_income_classification))\n\n  const aggregateValues = (\n    holdings: Holding[],\n    extractValueFn: (holding: Holding) => WeightMap,\n    classificationTypes: Record<string, number>,\n  ) => {\n    return holdings.reduce((acc, holding) => {\n      const values = extractValueFn(holding)\n      Object.keys(classificationTypes).forEach((sector) => {\n        acc[sector] = (acc[sector] || 0) + (values[sector] || 0)\n      })\n      return acc\n    }, {} as WeightMap)\n  }\n\n  return {\n    stocks: aggregateValues(stocks, extractStockValueFromWeight, EquityClassificationTypes),\n    bonds: aggregateValues(bonds, extractBondValueFromWeight, FixedIncomeClassificationTypes),\n  }\n}\n\nexport const calculateWeightedValue = (weights: WeightMap, value: number): WeightMap => {\n  return Object.fromEntries(\n    Object.entries(weights).map(([key, weight]) => [key, (weight * value) / 100]),\n  )\n}\n\nconst extractBondValueFromWeight = (bond: Holding) =>\n  extractValueFromWeight(bond, extractBondWeight, FixedIncomeClassificationValues)\n\nexport const extractBondWeight = (bond: Holding): WeightMap => {\n  const classificationKey = bond.fixed_income_classification\n  return {\n    [FixedIncomeClassificationValues[\n      classificationKey as keyof typeof FixedIncomeClassificationValues\n    ]]: 100,\n  }\n}\n\nconst extractStockValueFromWeight = (stock: Holding) =>\n  extractValueFromWeight(stock, extractStockWeight, EquityClassificationValues)\n\nexport const extractStockWeight = (stock: Holding): WeightMap => {\n  const {\n    large_core_weight,\n    large_growth_weight,\n    large_value_weight,\n    mid_core_weight,\n    mid_growth_weight,\n    mid_value_weight,\n    small_core_weight,\n    small_growth_weight,\n    small_value_weight,\n    unknown_weight,\n    equity_classification,\n  } = stock\n\n  const data: WeightMap = {\n    LARGE_CORE: large_core_weight ?? 0,\n    LARGE_GROWTH: large_growth_weight ?? 0,\n    LARGE_VALUE: large_value_weight ?? 0,\n    MID_CORE: mid_core_weight ?? 0,\n    MID_GROWTH: mid_growth_weight ?? 0,\n    MID_VALUE: mid_value_weight ?? 0,\n    SMALL_CORE: small_core_weight ?? 0,\n    SMALL_GROWTH: small_growth_weight ?? 0,\n    SMALL_VALUE: small_value_weight ?? 0,\n    UNKNOWN: unknown_weight ?? 0,\n  }\n\n  if (sumValues(data) === 0 && equity_classification !== undefined) {\n    const key =\n      EquityClassificationValues[equity_classification as keyof typeof EquityClassificationValues]\n    return { [key]: 100 }\n  }\n\n  return data\n}\n\nexport const extractValueFromWeight = (\n  holding: Holding,\n  extractWeightFn: (h: Holding) => WeightMap,\n  classificationValues: Record<string, string>,\n): WeightMap => {\n  const weights = extractWeightFn(holding)\n  const value = getHoldingValue(holding)\n  const weightedValues = calculateWeightedValue(weights, value)\n\n  if (sumValues(weightedValues) === 0) {\n    const classificationKey = String(\n      holding.equity_classification ?? holding.fixed_income_classification,\n    )\n\n    if (classificationKey in classificationValues) {\n      return { [classificationValues[classificationKey]]: value }\n    } else {\n      console.error(`Invalid classification key: ${classificationKey}`)\n    }\n  }\n\n  return weightedValues\n}\n\nexport const formatKey = (key: string): string =>\n  key\n    .split('_')\n    .map((word) => word.charAt(0).toUpperCase() + word.slice(1).toLowerCase())\n    .join(' ')\n\nexport const formatPercent = (value: number): string =>\n  value >= 1 ? `${numeral(value).format('0')}%` : '< 1%'\n\nexport const getHoldingValue = (holding: Holding): number =>\n  holding.calculated_market_value ?? holding.market_value\n\nexport const getValidHoldings = (\n  holdings: Holding[],\n  extractWeightFn: (holding: Holding) => WeightMap,\n): Holding[] => {\n  return holdings.filter((holding) => {\n    const weight = extractWeightFn(holding)\n    const total = sumValues(weight)\n    return total > 80 && total < 120\n  })\n}\n\nexport const mapDataToPercentageGrid = (\n  data: Record<AnalysisType, Record<string, number>>,\n  analysisType: AnalysisType,\n): string[][] => {\n  const groups = analysisType === AnalysisType.Stocks ? stockGroups : bondGroups\n\n  const selected = data[analysisType]\n  if (!selected || Object.keys(selected).length === 0)\n    return groups.map((group) => group.map(() => '0%'))\n\n  return groups.map((group) => group.map((key) => formatPercent(selected[key] ?? 0)))\n}\n\nexport const sumValues = (obj: WeightMap): number =>\n  Object.values(obj).reduce((acc, val) => acc + val, 0)\n"],"mappings":";;AAcA,IAAa,IAAA,CAAgB,GAA2C,IAAY,MAAM;AACxF,QAAM,IAAO,OAAO,KAAK,CAAiB,EACvC,IAAI,MAAM,EACV,OAAA,CAAQ,MAAM,MAAM,CAAC,EACrB,KAAA,CAAM,GAAG,MAAM,IAAI,CAAC,GAEjB,IAAS,CAAC;AAChB,WAAS,IAAI,GAAG,IAAI,EAAK,QAAQ,KAAK,EACpC,CAAA,EAAO,KAAK,EAAK,MAAM,GAAG,IAAI,CAAS,EAAE,IAAA,CAAK,MAAQ,EAAkB,CAAA,CAAI,CAAC;AAE/E,SAAO;AACT,GAEa,IAAa,EAAa,CAA+B,GACzD,IAAc,EAAa,CAA0B,GAErD,IAAA,CAAqB,MAAwB;AACxD,QAAM,IAAS,EAAiB,GAAU,CAAkB,GACtD,IAAQ,EAAiB,GAAU,CAAiB,GAEpD,IAAA,CAAoB,GAAkB,MAAoD;AAC9F,UAAM,IAAa,EAAM,OAAA,CAAQ,GAAK,MAAY,IAAM,EAAgB,CAAO,GAAG,CAAC,GAC7E,IAAc,EAAM,OAAA,CAAQ,GAAK,MAAY;AACjD,YAAM,IAAQ,EAAe,CAAO;AACpC,oBAAO,KAAK,CAAK,EAAE,QAAA,CAAS,MAAS,EAAI,CAAA,KAAQ,EAAI,CAAA,KAAQ,KAAK,EAAM,CAAA,CAAK,GACtE;AAAA,IACT,GAAG,CAAC,CAAc;AAElB,WAAO,OAAO,YACZ,OAAO,QAAQ,CAAW,EAAE,IAAA,CAAK,CAAC,GAAK,CAAA,MAAW,CAAC,GAAM,IAAQ,IAAc,GAAG,CAAC,CACrF;AAAA,EACF;AAOA,SAAO;AAAA,IAJL,QAAQ,EAAiB,GAAQ,CAA2B;AAAA,IAC5D,OAAO,EAAiB,GAAO,CAA0B;AAAA,EAGpD;AACT,GAEa,IAAA,CAAuB,MAAwB;AAC1D,QAAM,IAAS,EAAS,OAAA,CAAQ,MAAY,CAAC,MAAM,EAAQ,qBAAqB,CAAC,GAC3E,IAAQ,EAAS,OAAA,CAAQ,MAAY,CAAC,MAAM,EAAQ,2BAA2B,CAAC,GAEhF,IAAA,CACJ,GACA,GACA,MAEO,EAAS,OAAA,CAAQ,GAAK,MAAY;AACvC,UAAM,IAAS,EAAe,CAAO;AACrC,kBAAO,KAAK,CAAmB,EAAE,QAAA,CAAS,MAAW;AACnD,MAAA,EAAI,CAAA,KAAW,EAAI,CAAA,KAAW,MAAM,EAAO,CAAA,KAAW;AAAA,IACxD,CAAC,GACM;AAAA,EACT,GAAG,CAAC,CAAc;AAGpB,SAAO;AAAA,IACL,QAAQ,EAAgB,GAAQ,GAA6B,CAAyB;AAAA,IACtF,OAAO,EAAgB,GAAO,GAA4B,CAA8B;AAAA,EAC1F;AACF,GAEa,IAAA,CAA0B,GAAoB,MAClD,OAAO,YACZ,OAAO,QAAQ,CAAO,EAAE,IAAA,CAAK,CAAC,GAAK,CAAA,MAAY,CAAC,GAAM,IAAS,IAAS,GAAG,CAAC,CAC9E,GAGI,IAAA,CAA8B,MAClC,EAAuB,GAAM,GAAmB,CAA+B,GAEpE,IAAA,CAAqB,OAEzB,EAAA,CACJ,EAFuB,EAAK,2BAAA,CAAA,GAIzB,IACN,IAGI,IAAA,CAA+B,MACnC,EAAuB,GAAO,GAAoB,CAA0B,GAEjE,IAAA,CAAsB,MAA8B;AAC/D,QAAM,EACJ,mBAAA,GACA,qBAAA,GACA,oBAAA,GACA,iBAAA,GACA,mBAAA,GACA,kBAAA,GACA,mBAAA,GACA,qBAAA,GACA,oBAAA,GACA,gBAAA,GACA,uBAAA,EAAA,IACE,GAEE,IAAkB;AAAA,IACtB,YAAY,KAAqB;AAAA,IACjC,cAAc,KAAuB;AAAA,IACrC,aAAa,KAAsB;AAAA,IACnC,UAAU,KAAmB;AAAA,IAC7B,YAAY,KAAqB;AAAA,IACjC,WAAW,KAAoB;AAAA,IAC/B,YAAY,KAAqB;AAAA,IACjC,cAAc,KAAuB;AAAA,IACrC,aAAa,KAAsB;AAAA,IACnC,SAAS,KAAkB;AAAA,EAC7B;AAEA,SAAI,EAAU,CAAI,MAAM,KAAK,MAA0B,SAG9C,EAAA,CADL,EAA2B,CAAA,CAAA,GACb,IAAI,IAGf;AACT,GAEa,IAAA,CACX,GACA,GACA,MACc;AACd,QAAM,IAAU,EAAgB,CAAO,GACjC,IAAQ,EAAgB,CAAO,GAC/B,IAAiB,EAAuB,GAAS,CAAK;AAE5D,MAAI,EAAU,CAAc,MAAM,GAAG;AACnC,UAAM,IAAoB,OACxB,EAAQ,yBAAyB,EAAQ,2BAC3C;AAEA,QAAI,KAAqB,EACvB,QAAO,EAAA,CAAG,EAAqB,CAAA,CAAA,GAAqB,EAAM;AAE1D,YAAQ,MAAM,+BAA+B,CAAA,EAAmB;AAAA,EAEpE;AAEA,SAAO;AACT,GAEa,IAAA,CAAa,MACxB,EACG,MAAM,GAAG,EACT,IAAA,CAAK,MAAS,EAAK,OAAO,CAAC,EAAE,YAAY,IAAI,EAAK,MAAM,CAAC,EAAE,YAAY,CAAC,EACxE,KAAK,GAAG,GAEA,IAAA,CAAiB,MAC5B,KAAS,IAAI,GAAG,EAAQ,CAAK,EAAE,OAAO,GAAG,CAAA,MAAO,QAErC,IAAA,CAAmB,MAC9B,EAAQ,2BAA2B,EAAQ,cAEhC,IAAA,CACX,GACA,MAEO,EAAS,OAAA,CAAQ,MAAY;AAClC,QAAM,IAAS,EAAgB,CAAO,GAChC,IAAQ,EAAU,CAAM;AAC9B,SAAO,IAAQ,MAAM,IAAQ;AAC/B,CAAC,GAGU,IAAA,CACX,GACA,MACe;AACf,QAAM,IAAS,MAAiB,EAAa,SAAS,IAAc,GAE9D,IAAW,EAAK,CAAA;AACtB,SAAI,CAAC,KAAY,OAAO,KAAK,CAAQ,EAAE,WAAW,IACzC,EAAO,IAAA,CAAK,MAAU,EAAM,IAAA,MAAU,IAAI,CAAC,IAE7C,EAAO,IAAA,CAAK,MAAU,EAAM,IAAA,CAAK,MAAQ,EAAc,EAAS,CAAA,KAAQ,CAAC,CAAC,CAAC;AACpF,GAEa,IAAA,CAAa,MACxB,OAAO,OAAO,CAAG,EAAE,OAAA,CAAQ,GAAK,MAAQ,IAAM,GAAK,CAAC"}

package/dist/core/utils/Localization.es.js

@@ -0,0 +1,34 @@
+import l from "react";
+var d = {
+  EN_US: "en-us",
+  EN_CA: "en-ca",
+  FR: "fr",
+  FR_CA: "fr-ca",
+  ES: "es"
+}, u = Object.values(d), h = () => {
+  const t = d.EN_US, e = window?.app?.options?.language?.toLowerCase() ?? "", a = window.navigator.language.toLowerCase();
+  return e === "browser" && u.includes(a) ? a : u.includes(e) ? e : t;
+}, g = /(?<static>.*?)(?<dynamic>(?:_\d+{(?:.*?)}))|(?<staticEnd>.+)/g, v = (t, ...e) => {
+  if (!t) return "";
+  const a = e.some((r) => typeof r != "string"), o = [...t.matchAll(g)].reduce((r, m, p) => {
+    const c = [...r], n = m.groups;
+    if (n?.static && c.push(n.static), n?.dynamic) {
+      const i = n.dynamic.indexOf("{"), f = n.dynamic.substring(i + 1, n.dynamic.length - 1), s = Number(n.dynamic.substring(1, i));
+      if (l.isValidElement(e[s - 1])) {
+        const y = e[s - 1], E = l.cloneElement(y, { key: `${f}-${p}` });
+        c.push(E);
+      } else c.push(e[s - 1]);
+    }
+    return n?.staticEnd && c.push(n.staticEnd), c;
+  }, []);
+  return a ? o : o.join("");
+}, w = (t, e, a, ...o) => !t || !e ? "" : v(a === 1 ? t : e, ...o);
+export {
+  d as LOCALES,
+  u as VALID_LOCALES,
+  v as buildDynamicCopy,
+  w as buildPluralCopy,
+  h as getLocale
+};
+
+//# sourceMappingURL=Localization.es.js.map

package/dist/core/utils/Localization.es.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"Localization.es.js","names":[],"sources":["../../../src/core/utils/Localization.ts"],"sourcesContent":["import React from 'react'\n\nimport type { DynamicCopyElement } from '../types'\n\nexport const LOCALES = {\n  EN_US: 'en-us',\n  EN_CA: 'en-ca',\n  FR: 'fr',\n  FR_CA: 'fr-ca',\n  ES: 'es',\n}\n\nexport const VALID_LOCALES = Object.values(LOCALES)\n\nexport const getLocale = () => {\n  const localeDefault = LOCALES.EN_US\n\n  const localeParam = (window as any)?.app?.options?.language?.toLowerCase() ?? ''\n  const localeBrowser = window.navigator.language.toLowerCase()\n\n  if (localeParam === 'browser' && VALID_LOCALES.includes(localeBrowser)) {\n    return localeBrowser\n  } else if (VALID_LOCALES.includes(localeParam)) {\n    return localeParam\n  } else {\n    return localeDefault\n  }\n}\n\n// matches a pattern like \"static text _1{category_name} and  _2{amount} more static text\"\nconst copyPattern = /(?<static>.*?)(?<dynamic>(?:_\\d+{(?:.*?)}))|(?<staticEnd>.+)/g\n\nexport const buildDynamicCopy = (str: string, ...args: DynamicCopyElement[]) => {\n  if (!str) return ''\n\n  const hasFormattedElement = args.some((arg) => typeof arg !== 'string')\n\n  // finds all instances of matching pattern in given string\n  const regexMatches = [...str.matchAll(copyPattern)]\n  const matches = regexMatches.reduce(\n    (acc: DynamicCopyElement[], match: RegExpMatchArray, matchIndex) => {\n      const temp = [...acc]\n      const groups = match.groups\n      if (groups?.static) {\n        temp.push(groups.static)\n      }\n\n      if (groups?.dynamic) {\n        const curlyIndex = groups.dynamic.indexOf('{')\n        const variableName = groups.dynamic.substring(curlyIndex + 1, groups.dynamic.length - 1)\n        const index = Number(groups.dynamic.substring(1, curlyIndex))\n        if (React.isValidElement(args[index - 1])) {\n          const element = args[index - 1] as React.ReactElement\n          const clonedElement = React.cloneElement(element, {\n            key: `${variableName}-${matchIndex}`,\n          })\n          temp.push(clonedElement)\n        } else {\n          temp.push(args[index - 1])\n        }\n      }\n\n      if (groups?.staticEnd) {\n        temp.push(groups.staticEnd)\n      }\n\n      return temp\n    },\n    [],\n  )\n\n  return hasFormattedElement ? (matches as DynamicCopyElement[]) : (matches.join('') as string)\n}\n\nexport const buildPluralCopy = (\n  strOne: string,\n  strMulti: string,\n  count: number,\n  ...args: DynamicCopyElement[]\n) => {\n  if (!strOne || !strMulti) return ''\n  const str = count === 1 ? strOne : strMulti\n\n  return buildDynamicCopy(str, ...args)\n}\n"],"mappings":";AAIA,IAAa,IAAU;AAAA,EACrB,OAAO;AAAA,EACP,OAAO;AAAA,EACP,IAAI;AAAA,EACJ,OAAO;AAAA,EACP,IAAI;AACN,GAEa,IAAgB,OAAO,OAAO,CAAO,GAErC,IAAA,MAAkB;AAC7B,QAAM,IAAgB,EAAQ,OAExB,IAAe,QAAgB,KAAK,SAAS,UAAU,YAAY,KAAK,IACxE,IAAgB,OAAO,UAAU,SAAS,YAAY;AAE5D,SAAI,MAAgB,aAAa,EAAc,SAAS,CAAa,IAC5D,IACE,EAAc,SAAS,CAAW,IACpC,IAEA;AAEX,GAGM,IAAc,iEAEP,IAAA,CAAoB,MAAgB,MAA+B;AAC9E,MAAI,CAAC,EAAK,QAAO;AAEjB,QAAM,IAAsB,EAAK,KAAA,CAAM,MAAQ,OAAO,KAAQ,QAAQ,GAIhE,IAAU,CADM,GAAG,EAAI,SAAS,CAAW,CACjC,EAAa,OAAA,CAC1B,GAA2B,GAAyB,MAAe;AAClE,UAAM,IAAO,CAAC,GAAG,CAAG,GACd,IAAS,EAAM;AAKrB,QAJI,GAAQ,UACV,EAAK,KAAK,EAAO,MAAM,GAGrB,GAAQ,SAAS;AACnB,YAAM,IAAa,EAAO,QAAQ,QAAQ,GAAG,GACvC,IAAe,EAAO,QAAQ,UAAU,IAAa,GAAG,EAAO,QAAQ,SAAS,CAAC,GACjF,IAAQ,OAAO,EAAO,QAAQ,UAAU,GAAG,CAAU,CAAC;AAC5D,UAAI,EAAM,eAAe,EAAK,IAAQ,CAAA,CAAE,GAAG;AACzC,cAAM,IAAU,EAAK,IAAQ,CAAA,GACvB,IAAgB,EAAM,aAAa,GAAS,EAChD,KAAK,GAAG,CAAA,IAAgB,CAAA,GAC1B,CAAC;AACD,QAAA,EAAK,KAAK,CAAa;AAAA,MACzB,MACE,CAAA,EAAK,KAAK,EAAK,IAAQ,CAAA,CAAE;AAAA,IAE7B;AAEA,WAAI,GAAQ,aACV,EAAK,KAAK,EAAO,SAAS,GAGrB;AAAA,EACT,GACA,CAAC,CACH;AAEA,SAAO,IAAuB,IAAoC,EAAQ,KAAK,EAAE;AACnF,GAEa,IAAA,CACX,GACA,GACA,MACG,MAEC,CAAC,KAAU,CAAC,IAAiB,KAG1B,EAFK,MAAU,IAAI,IAAS,GAEN,GAAG,CAAI"}

package/dist/core/utils/NetWorthUtils.es.js

@@ -0,0 +1,115 @@
+import { AccountIcon as p, AccountIconVariants as b, AccountTypeName as y } from "../types/Account.es.js";
+import { isAccountLiability as f } from "./AccountUtils.es.js";
+import { format as _ } from "date-fns/format";
+import { startOfMonth as v } from "date-fns/startOfMonth";
+import { subMonths as A } from "date-fns/subMonths";
+import { fromUnixTime as M } from "date-fns/fromUnixTime";
+var c = 13, W = (e, r) => e.filter((t) => {
+  const { is_closed: a, is_deleted: s, is_hidden: n, is_manual: o } = t;
+  return a || s || n ? !1 : o || !t.guid ? !0 : r.some((g) => e.some((m) => g.guid === m.member_guid));
+}), G = (e, r) => [...e, ...r], R = (e) => {
+  if (e && e.length > 0) return e[e.length - 1];
+}, U = (e, r) => e.year_month - r.year_month, N = () => Array.from({ length: c }, (e, r) => Math.floor(v(A(/* @__PURE__ */ new Date(), r)).getTime() / 1e3)).sort(), j = (e, r, t) => !e.length || !r.length ? [] : N().reduceRight((a, s) => {
+  const n = r.filter(({ year_month: i }) => i === parseInt(_(M(s), "yyyyMM"))), o = e.map((i) => {
+    const l = n.find((u) => u.account_guid === i.guid), h = {
+      change: 0,
+      guid: i.guid,
+      name: i.name,
+      type: i.account_type,
+      balance: 0
+    };
+    if (!l && a.length === 0 && !i.balance) return h;
+    if (!l && a.length === 0) return {
+      ...h,
+      value: f(i) ? -(i.balance ?? 0) : i.balance ?? 0
+    };
+    if (!l) {
+      const u = a[0].accounts.find((d) => d.guid === i.guid);
+      return u || h;
+    }
+    return {
+      change: l.transaction_total,
+      guid: i.guid,
+      name: i.name,
+      type: i.account_type,
+      value: l.balance
+    };
+  }), { y: g, change: m } = o.reduce((i, l) => ({
+    y: i.y + (l.value || 0),
+    change: i.change + (l.change || 0)
+  }), {
+    y: 0,
+    change: 0
+  });
+  return [{
+    accounts: o,
+    x: s,
+    y: g,
+    change: m
+  }, ...a];
+}, []).slice(c - t), k = (e) => {
+  const r = [], t = [];
+  let a = 0, s = 0;
+  return e?.accounts.forEach((n) => {
+    n.change > 0 && (r.push({
+      accountName: n.name,
+      gain: n.change
+    }), a += n.change), n.change < 0 && (t.push({
+      accountName: n.name,
+      loss: n.change
+    }), s += n.change);
+  }), {
+    netWorth: e,
+    gains: r,
+    losses: t,
+    totalGains: a,
+    totalLosses: s
+  };
+}, w = (e) => {
+  const r = [], t = [];
+  let a = 0, s = 0;
+  return e.forEach((n) => {
+    if (f(n)) {
+      const o = n.balance ?? 0;
+      t.push({
+        accountName: n.name,
+        accountType: n.account_type,
+        balance: o
+      }), s += o;
+    } else {
+      const o = n.balance ?? 0;
+      r.push({
+        accountName: n.name,
+        accountType: n.account_type,
+        balance: o
+      }), a += o;
+    }
+  }), {
+    assets: r,
+    liabilities: t,
+    totalAssets: a,
+    totalLiabilities: s
+  };
+}, x = (e) => {
+  const r = e.reduce((t, a) => {
+    const s = a.accountType;
+    return t[s] || (t[s] = []), t[s].push(a), t;
+  }, {});
+  return Object.entries(r).map(([t, a]) => ({
+    icon: b[+t] || p[+t],
+    name: y[+t],
+    accounts: a
+  }));
+};
+export {
+  w as buildAssetsLiabilities,
+  j as buildChartData,
+  k as buildGainsLosses,
+  W as filterAccounts,
+  G as flattenBalances,
+  R as getLatestNetWorthData,
+  x as groupAccounts,
+  U as sortByYearMonthAscending
+};
+
+//# sourceMappingURL=NetWorthUtils.es.js.map

package/dist/core/utils/NetWorthUtils.es.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"NetWorthUtils.es.js","names":[],"sources":["../../../src/core/utils/NetWorthUtils.ts"],"sourcesContent":["import { format } from 'date-fns/format'\nimport { fromUnixTime } from 'date-fns/fromUnixTime'\nimport { startOfMonth } from 'date-fns/startOfMonth'\nimport { subMonths } from 'date-fns/subMonths'\n\nimport type {\n  Account,\n  AccountGroup,\n  FinancialAccount,\n  Member,\n  MonthlyAccountBalance,\n  NetWorth,\n} from '../types'\nimport { AccountTypeName, AccountIcon, AccountIconVariants } from '../types'\nimport { isAccountLiability } from '../utils/AccountUtils'\n\nconst MAX_NUMBER_MONTHS = 13\n\nexport const filterAccounts = (accounts: Account[], members: Member[]) => {\n  return accounts.filter((account) => {\n    const { is_closed, is_deleted, is_hidden, is_manual } = account\n\n    if (is_closed || is_deleted || is_hidden) return false\n    if (is_manual || !account.guid) return true\n\n    return members.some((member) => {\n      return accounts.some((account) => {\n        return member.guid === account.member_guid\n      })\n    })\n  })\n}\n\nexport const flattenBalances = (\n  allBalances: MonthlyAccountBalance[],\n  currentBalances: MonthlyAccountBalance[],\n) => {\n  return [...allBalances, ...currentBalances]\n}\n\nexport const getLatestNetWorthData = (chartData: NetWorth[]) => {\n  if (chartData && chartData.length > 0) {\n    return chartData[chartData.length - 1]\n  } else return undefined\n}\n\nexport const sortByYearMonthAscending = (a: MonthlyAccountBalance, b: MonthlyAccountBalance) =>\n  a.year_month - b.year_month\n\nconst buildDateTicks = () => {\n  return Array.from({ length: MAX_NUMBER_MONTHS }, (_, count) => {\n    return Math.floor(startOfMonth(subMonths(new Date(), count)).getTime() / 1000)\n  }).sort()\n}\n\nexport const buildChartData = (\n  accounts: Account[],\n  monthlyAccountBalances: MonthlyAccountBalance[],\n  numberOfMonths: number,\n) => {\n  if (!accounts.length || !monthlyAccountBalances.length) return []\n  const dateTicks = buildDateTicks()\n  return dateTicks\n    .reduceRight((result: any, x) => {\n      const balances = monthlyAccountBalances.filter(\n        ({ year_month }) => year_month === parseInt(format(fromUnixTime(x), 'yyyyMM')),\n      )\n      const accountsWithBalances = accounts.map((account) => {\n        const balance = balances.find((balance) => balance.account_guid === account.guid)\n\n        const zeroBalance = {\n          change: 0,\n          guid: account.guid,\n          name: account.name,\n          type: account.account_type,\n          balance: 0,\n        }\n\n        if (!balance && result.length === 0 && !account.balance) return zeroBalance\n\n        // The servers return the monthly account balances in Utah time. Frontend starts all the date calculations\n        // in UTC. We get into overlaps for a few hours depending on the timezone with no monthly account balances\n        // for all accounts.\n        if (!balance && result.length === 0) {\n          return {\n            ...zeroBalance,\n            value: isAccountLiability(account) ? -(account.balance ?? 0) : (account.balance ?? 0),\n          }\n        }\n\n        if (!balance) {\n          const lastBalance = result[0].accounts.find((acc: Account) => acc.guid === account.guid)\n\n          return lastBalance ? lastBalance : zeroBalance\n        }\n\n        return {\n          change: balance.transaction_total,\n          guid: account.guid,\n          name: account.name,\n          type: account.account_type,\n          value: balance.balance,\n        }\n      })\n\n      const { y, change } = accountsWithBalances.reduce(\n        (acc, current) => {\n          return {\n            y: acc.y + (current.value || 0),\n            change: acc.change + (current.change || 0),\n          }\n        },\n        { y: 0, change: 0 },\n      )\n\n      return [\n        {\n          accounts: accountsWithBalances,\n          x,\n          y,\n          change,\n        },\n        ...result,\n      ]\n    }, [])\n    .slice(MAX_NUMBER_MONTHS - numberOfMonths)\n}\n\nexport const buildGainsLosses = (selectedData?: NetWorth) => {\n  const gains: { accountName: string; gain: number }[] = []\n  const losses: { accountName: string; loss: number }[] = []\n  let totalGains = 0\n  let totalLosses = 0\n\n  selectedData?.accounts.forEach((account) => {\n    if (account.change > 0) {\n      gains.push({ accountName: account.name, gain: account.change })\n      totalGains += account.change\n    }\n    if (account.change < 0) {\n      losses.push({ accountName: account.name, loss: account.change })\n      totalLosses += account.change\n    }\n  })\n\n  return { netWorth: selectedData, gains, losses, totalGains, totalLosses }\n}\n\nexport const buildAssetsLiabilities = (accounts: Account[]) => {\n  const assets: FinancialAccount[] = []\n  const liabilities: FinancialAccount[] = []\n  let totalAssets = 0\n  let totalLiabilities = 0\n\n  accounts.forEach((account) => {\n    if (isAccountLiability(account)) {\n      const balance = account.balance ?? 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package/dist/core/utils/NotificationUtils.es.js

@@ -0,0 +1,17 @@
+import { InsightNotificationTypes as l } from "../types/Notification.es.js";
+import { fromUnixTime as i, isSameDay as f } from "date-fns";
+var r = null, c = () => (r || (r = new Set(Object.values(l).filter((e) => typeof e == "number"))), r), _ = (e, t) => !f(i(t[e].delivered_at), i(t[e - 1]?.delivered_at));
+function m(e) {
+  const o = Math.floor(Date.now() / 1e3);
+  return e.filter((n) => {
+    const a = n.delivered_at;
+    return o - a <= 2592e3;
+  });
+}
+export {
+  m as filterRecentNotifications,
+  c as getInsightNotificationTypeValues,
+  _ as shouldShowDate
+};
+
+//# sourceMappingURL=NotificationUtils.es.js.map

package/dist/core/utils/NotificationUtils.es.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"NotificationUtils.es.js","names":[],"sources":["../../../src/core/utils/NotificationUtils.ts"],"sourcesContent":["import { fromUnixTime, isSameDay } from 'date-fns'\n\nimport { type Notification, InsightNotificationTypes } from '../types'\n\n// Lazy-initialized set of insight notification type values for efficient filtering\nlet _insightNotificationTypeValues: Set<number> | null = null\n\nexport const getInsightNotificationTypeValues = (): Set<number> => {\n  if (!_insightNotificationTypeValues) {\n    _insightNotificationTypeValues = new Set(\n      Object.values(InsightNotificationTypes).filter(\n        (value) => typeof value === 'number',\n      ) as number[],\n    )\n  }\n  return _insightNotificationTypeValues\n}\n\nexport const sortByDate = (a: Notification, b: Notification) => {\n  return b.delivered_at - a.delivered_at\n}\n\nexport const shouldShowDate = (index: number, notifications: Notification[]) => {\n  const currentDate = fromUnixTime(notifications[index].delivered_at)\n  const previousDate = fromUnixTime(notifications[index - 1]?.delivered_at)\n\n  return !isSameDay(currentDate, previousDate)\n}\n\nexport const hasInsetBorder = (index: number, notifications: Notification[]) => {\n  const currentDate = fromUnixTime(notifications[index].delivered_at)\n  const nextDate = fromUnixTime(notifications[index + 1]?.delivered_at)\n\n  return isSameDay(currentDate, nextDate)\n}\n\nexport function filterRecentNotifications(notifications: Notification[]): Notification[] {\n  const THIRTY_DAYS_IN_SECONDS = 30 * 24 * 60 * 60\n  const currentTime = Math.floor(Date.now() / 1000)\n\n  return notifications.filter((notification: Notification) => {\n    const deliveredAt = notification.delivered_at\n    return currentTime - deliveredAt <= THIRTY_DAYS_IN_SECONDS\n  })\n}\n"],"mappings":";;AAKA,IAAI,IAAqD,MAE5C,IAAA,OACN,MACH,IAAiC,IAAI,IACnC,OAAO,OAAO,CAAwB,EAAE,OAAA,CACrC,MAAU,OAAO,KAAU,QAC9B,CACF,IAEK,IAOI,IAAA,CAAkB,GAAe,MAIrC,CAAC,EAHY,EAAa,EAAc,CAAA,EAAO,YAGpC,GAFG,EAAa,EAAc,IAAQ,CAAA,GAAI,YAE7B,CAAY;AAU7C,SAAgB,EAA0B,GAA+C;AAEvF,QAAM,IAAc,KAAK,MAAM,KAAK,IAAI,IAAI,GAAI;AAEhD,SAAO,EAAc,OAAA,CAAQ,MAA+B;AAC1D,UAAM,IAAc,EAAa;AACjC,WAAO,IAAc,KAAe;AAAA,EACtC,CAAC;AACH"}

package/dist/core/utils/NumberFormatting.es.js

@@ -0,0 +1,31 @@
+import { getLocale as a } from "./Localization.es.js";
+import { CurrencyCodes as l } from "../constants/Numbers.es.js";
+import n from "numeral";
+var h = (r, e, t) => {
+  const s = [], i = (e - r) / (t - 1);
+  for (let o = 0; o < t; o++) {
+    const c = r + o * i;
+    s.push(c);
+  }
+  return s[t - 1] = e, s.map(Math.round);
+}, w = (r, e, t) => a() === "fr-ca" ? n(r).format(`${e} $`, t) : n(r).format(`$${e}`, t), y = () => a() === "fr-ca" ? l.CAD : l.USD, m = (r) => r != null && r !== "" && isFinite(r), f = {
+  style: "percent",
+  minimumFractionDigits: 2,
+  maximumFractionDigits: 2
+}, $ = (r, e = f) => m(r) ? new Intl.NumberFormat(a(), e).format(Number(r)) : r, u = (r) => new Intl.PluralRules(a(), r), g = (r, e = { type: "ordinal" }, t = {
+  one: "st",
+  two: "nd",
+  few: "rd",
+  other: "th"
+}) => `${r}${t[u(e).select(r)]}`;
+export {
+  w as formatCurrency,
+  g as formatOrdinal,
+  $ as formatPercentage,
+  h as generateEqualIntervals,
+  y as getCurrencyCodes,
+  u as getPluralRules,
+  m as isValidNumber
+};
+
+//# sourceMappingURL=NumberFormatting.es.js.map

package/dist/core/utils/NumberFormatting.es.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"NumberFormatting.es.js","names":[],"sources":["../../../src/core/utils/NumberFormatting.ts"],"sourcesContent":["import numeral from 'numeral'\nimport type { RoundingFunction } from 'numeral'\n\nimport { CurrencyCodes } from '../constants/Numbers'\nimport { getLocale } from './Localization'\n\nexport const generateEqualIntervals = (\n  minValue: number,\n  maxValue: number,\n  tickCount: number,\n): number[] => {\n  const ticks: number[] = []\n  const range = maxValue - minValue\n  const step = range / (tickCount - 1) // The space between each tick\n\n  for (let i = 0; i < tickCount; i++) {\n    const tickValue = minValue + i * step\n    ticks.push(tickValue)\n  }\n\n  ticks[tickCount - 1] = maxValue\n\n  return ticks.map(Math.round)\n}\n\n// enhances numeral's localization functionality by puting the $ in the correct place\nexport const formatCurrency = (\n  amount: number | undefined,\n  formatting: string,\n  roundingFunction?: RoundingFunction,\n) => {\n  switch (getLocale()) {\n    case 'fr-ca': {\n      return numeral(amount).format(`${formatting} $`, roundingFunction)\n    }\n    default: {\n      return numeral(amount).format(`$${formatting}`, roundingFunction)\n    }\n  }\n}\n\nexport const getCurrencyCodes = () => {\n  switch (getLocale()) {\n    case 'fr-ca':\n      return CurrencyCodes.CAD\n    default:\n      return CurrencyCodes.USD\n  }\n}\n\n// will return `true` if value is a string number, like '99', which matches Serenity logic\nexport const isValidNumber = (value: any) =>\n  value !== undefined && value !== null && value !== '' && isFinite(value)\n\nconst defaultPercentStyle = {\n  style: 'percent',\n  minimumFractionDigits: 2,\n  maximumFractionDigits: 2,\n} as Intl.NumberFormatOptions\n\nexport const formatPercentage = (\n  amount: number | string | undefined,\n  options: Intl.NumberFormatOptions = defaultPercentStyle,\n) =>\n  isValidNumber(amount)\n    ? new Intl.NumberFormat(getLocale(), options).format(Number(amount))\n    : amount\n\nexport const getPluralRules = (options: Intl.PluralRulesOptions) =>\n  new Intl.PluralRules(getLocale(), options)\n\nexport const formatOrdinal = (\n  number: number,\n  options: Intl.PluralRulesOptions = { type: 'ordinal' },\n  copy = {\n    one: 'st',\n    two: 'nd',\n    few: 'rd',\n    other: 'th',\n  } as const,\n) => {\n  const rule = getPluralRules(options).select(number)\n\n  return `${number}${copy[rule as keyof typeof copy]}`\n}\n"],"mappings":";;;AAMA,IAAa,IAAA,CACX,GACA,GACA,MACa;AACb,QAAM,IAAkB,CAAC,GAEnB,KADQ,IAAW,MACH,IAAY;AAElC,WAAS,IAAI,GAAG,IAAI,GAAW,KAAK;AAClC,UAAM,IAAY,IAAW,IAAI;AACjC,IAAA,EAAM,KAAK,CAAS;AAAA,EACtB;AAEA,SAAA,EAAM,IAAY,CAAA,IAAK,GAEhB,EAAM,IAAI,KAAK,KAAK;AAC7B,GAGa,IAAA,CACX,GACA,GACA,MAEQ,EAAU,MACX,UACI,EAAQ,CAAM,EAAE,OAAO,GAAG,CAAA,MAAgB,CAAgB,IAG1D,EAAQ,CAAM,EAAE,OAAO,IAAI,CAAA,IAAc,CAAgB,GAKzD,IAAA,MACH,EAAU,MACX,UACI,EAAc,MAEd,EAAc,KAKd,IAAA,CAAiB,MACL,KAAU,QAAQ,MAAU,MAAM,SAAS,CAAK,GAEnE,IAAsB;AAAA,EAC1B,OAAO;AAAA,EACP,uBAAuB;AAAA,EACvB,uBAAuB;AACzB,GAEa,IAAA,CACX,GACA,IAAoC,MAEpC,EAAc,CAAM,IAChB,IAAI,KAAK,aAAa,EAAU,GAAG,CAAO,EAAE,OAAO,OAAO,CAAM,CAAC,IACjE,GAEO,IAAA,CAAkB,MAC7B,IAAI,KAAK,YAAY,EAAU,GAAG,CAAO,GAE9B,IAAA,CACX,GACA,IAAmC,EAAE,MAAM,UAAU,GACrD,IAAO;AAAA,EACL,KAAK;AAAA,EACL,KAAK;AAAA,EACL,KAAK;AAAA,EACL,OAAO;AACT,MAIO,GAAG,CAAA,GAAS,EAFN,EAAe,CAAO,EAAE,OAAO,CAEpB,CAAA,CAAA"}