@mx-cartographer/experiences 9.3.7-alpha.al1 → 9.3.7
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.
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{"version":3,"file":"TransactionStore.es.js","names":[],"sources":["../../../src/core/stores/TransactionStore.ts"],"sourcesContent":["import { makeAutoObservable, runInAction } from 'mobx'\nimport { endOfMonth } from 'date-fns/endOfMonth'\nimport { endOfToday } from 'date-fns/endOfToday'\nimport { formatISO } from 'date-fns/formatISO'\nimport { getUnixTime } from 'date-fns/getUnixTime'\nimport { isBefore } from 'date-fns/isBefore'\nimport { startOfMonth } from 'date-fns/startOfMonth'\nimport { startOfToday } from 'date-fns/startOfToday'\nimport { subDays } from 'date-fns/subDays'\n\nimport { BeatApi, TransactionApi } from '../api'\nimport { TABLE_CONST } from '../constants/Table'\nimport { COLUMN_NAMES, DEFAULT_TRANSACTION } from '../constants/Transaction'\nimport { TransactionType } from '../types'\nimport type { Beat, Tag, Tagging, Transaction, TransactionRule } from '../types'\nimport {\n buildDetailedTransactions,\n flattenTransactionsWithSplits,\n sortAndFilterTransactions,\n} from '../utils/TransactionUtils'\n\nimport { GlobalStore } from './GlobalStore'\nimport { upsertByGuid } from '../utils/upsertByGuid'\n\nexport type TransactionFilter = {\n accounts?: string[]\n dateRange?: { start: Date; end: Date }\n custom?: (value: Transaction) => boolean\n searchTerm?: string\n showSplits?: boolean\n}\n\nexport class TransactionStore {\n globalStore: GlobalStore\n uiStore: UiStore\n api = new TransactionApi('/', '')\n beatApi = new BeatApi('/', '')\n\n associatedBeats: Beat[] = []\n associatedBeatsLoaded: boolean = false\n associatedBeatsLoading: boolean = false\n transactions: Transaction[] = []\n transactionsLoaded: boolean = false\n transactionsLoading: boolean = false\n taggings: Tagging[] = []\n taggingsLoaded: boolean = false\n taggingsLoading: boolean = false\n tags: Tag[] = []\n tagsLoaded: boolean = false\n tagsLoading: boolean = false\n transactionRules: TransactionRule[] = []\n transactionRulesLoaded: boolean = false\n transactionRulesLoading: boolean = false\n transactionSplitting: boolean = false\n\n cachedStartDate: Date = subDays(startOfToday(), 90)\n filter: TransactionFilter = {}\n isLoading = true\n\n alert = ''\n\n sortColumn = COLUMN_NAMES.DATE\n sortDirection = TABLE_CONST.DESC\n\n constructor(globalStore: GlobalStore) {\n this.globalStore = globalStore\n this.uiStore = new UiStore()\n this.api = new TransactionApi(\n globalStore.endpoint,\n globalStore.sessionToken,\n globalStore.onError,\n )\n this.beatApi = new BeatApi(globalStore.endpoint, globalStore.sessionToken, globalStore.onError)\n\n makeAutoObservable(this)\n }\n\n loadTransactionData = async () => {\n if (!this.globalStore.accountStore.isAccountDataLoaded) {\n await this.globalStore.accountStore.loadAccountData()\n }\n if (!this.globalStore.categoryStore.categoriesLoaded) {\n await this.globalStore.categoryStore.loadCategories()\n }\n await Promise.all([\n this.loadAssociatedBeats(startOfMonth(new Date())),\n this.loadTags(),\n this.loadTaggings(),\n this.loadTransactionRules(),\n // By default loads 90 days of transactions\n this.loadTransactions(this.cachedStartDate),\n ])\n }\n\n get isTransactionDataLoaded(): boolean {\n return (\n this.associatedBeatsLoaded &&\n this.tagsLoaded &&\n this.taggingsLoaded &&\n this.transactionRulesLoaded &&\n this.transactionsLoaded\n )\n }\n\n get detailedTransactions(): Transaction[] {\n return this.isTransactionDataLoaded\n ? buildDetailedTransactions(\n this.transactions,\n this.globalStore.accountStore.visibleAccounts,\n this.globalStore.categoryStore.categories,\n this.taggings,\n )\n : []\n }\n\n get sortedTransactions(): Transaction[] {\n return sortAndFilterTransactions(\n this.filter,\n this.uiStore.expandedSplits,\n this.sortColumn,\n this.sortDirection,\n this.tags,\n this.detailedTransactions,\n )\n }\n\n get sortedTransactionsWithSplits(): Transaction[] {\n return flattenTransactionsWithSplits(this.sortedTransactions, this.detailedTransactions)\n }\n\n setAssociatedBeats = (beats: Beat[]) => {\n this.associatedBeats = beats\n this.associatedBeatsLoading = false\n this.associatedBeatsLoaded = true\n }\n\n setTaggings = (taggings: Tagging[]) => {\n this.taggings = taggings\n this.taggingsLoading = false\n this.taggingsLoaded = true\n }\n\n setTags = (tags: Tag[]) => {\n this.tags = tags\n this.tagsLoading = false\n this.tagsLoaded = true\n }\n\n setTransactionRules = (transactionRules: TransactionRule[]) => {\n this.transactionRules = transactionRules\n this.transactionRulesLoading = false\n this.transactionRulesLoaded = true\n }\n\n setTransactions = (transactions: Transaction[]) => {\n this.transactions = transactions\n this.transactionsLoading = false\n this.transactionsLoaded = true\n }\n\n setAlert = (alert: string) => {\n this.alert = alert\n }\n\n addTag = async (name: string) => {\n try {\n await this.api.addTag({ name } as Tag)\n await this.loadTags()\n } catch (error) {\n console.error('Error occurred while adding tag:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n }\n }\n\n addTagging = async (tagGuid: string, transactionGuid: string) => {\n try {\n await this.api.addTagging({\n tag_guid: tagGuid,\n transaction_guid: transactionGuid,\n } as Tagging)\n } catch (error) {\n console.error('Error occurred while adding tagging:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n }\n }\n\n addOrUpdateTransactionRule = async (categoryGuid: string, transaction: Transaction) => {\n try {\n const existingRule = this.transactionRules.find(\n (rule: TransactionRule) => rule.guid === transaction.user_transaction_rule_guid,\n ) as TransactionRule | undefined\n\n if (existingRule) {\n await this.api.updateTransactionRule({\n ...existingRule,\n category_guid: categoryGuid,\n description: transaction.description,\n } as TransactionRule)\n } else {\n await this.api.addTransactionRule({\n category_guid: categoryGuid,\n description: transaction.description,\n match_description: transaction.description,\n } as TransactionRule)\n }\n await this.loadTransactionRules()\n } catch (error) {\n console.error('Error occurred while adding/updating transaction rule:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n }\n }\n\n addTransaction = async (transaction: Transaction) => {\n try {\n const newTransaction = await this.api.addTransaction(transaction)\n\n if (newTransaction) {\n runInAction(() => {\n this.setTransactions(upsertByGuid(this.transactions, newTransaction, true))\n\n // Brokaw may insert the transaction via WebSocket, but it never\n // updates the account balance — that only happens here.\n // See: money-dashboard/src/util/BrokawClient.ts handleTransactionEvents\n const balanceChange =\n newTransaction.transaction_type === TransactionType.CREDIT\n ? newTransaction.amount\n : -newTransaction.amount\n\n this.globalStore.accountStore.updateAccountBalance(\n newTransaction.account_guid,\n balanceChange,\n )\n })\n }\n } catch (error) {\n console.error('Error occurred while adding transaction:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n }\n }\n\n loadAssociatedBeats = async (fromDate?: Date) => {\n if (this.associatedBeatsLoading) return\n\n this.associatedBeatsLoading = true\n const fromDateISO = fromDate ? formatISO(fromDate, { representation: 'date' }) : undefined\n try {\n const beats = await this.beatApi.getBeatsWithAssociatedTransaction(fromDateISO)\n this.setAssociatedBeats(beats)\n } catch (error) {\n console.error('Error occurred while loading associated beats:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n this.setAssociatedBeats([])\n } finally {\n // Clear the in-flight flag even on failure so a later load (e.g. a widget\n // remount) can retry instead of being no-oped by the guard above, which would\n // leave isTransactionDataLoaded false and the list empty until a hard refresh.\n runInAction(() => {\n this.associatedBeatsLoading = false\n })\n }\n }\n\n loadTags = async () => {\n if (this.tagsLoading) return\n\n this.tagsLoading = true\n try {\n const tags = await this.api.getTags()\n this.setTags(tags)\n } catch (error) {\n console.error('Error occurred while loading tags:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n } finally {\n runInAction(() => {\n this.tagsLoading = false\n })\n }\n }\n\n loadTaggings = async () => {\n if (this.taggingsLoading) return\n\n this.taggingsLoading = true\n try {\n const taggings = await this.api.getTaggings()\n this.setTaggings(taggings)\n } catch (error) {\n console.error('Error occurred while loading taggings:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n this.setTaggings([])\n } finally {\n runInAction(() => {\n this.taggingsLoading = false\n })\n }\n }\n\n loadTransactionRules = async () => {\n if (this.transactionRulesLoading) return\n\n this.transactionRulesLoading = true\n try {\n const transactionRules = await this.api.getTransactionRules()\n this.setTransactionRules(transactionRules)\n } catch (error) {\n // Catch so a rejection can't abort the Promise.all in loadTransactionData.\n console.error('Error occurred while loading transaction rules:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n this.setTransactionRules([])\n } finally {\n runInAction(() => {\n this.transactionRulesLoading = false\n })\n }\n }\n\n loadTransactions = async (startDate: Date = this.cachedStartDate) => {\n if (this.transactionsLoading) return\n\n this.setIsLoading(true)\n this.transactionsLoading = true\n\n try {\n const transactions = await this.api.getTransactionsByDateRange(\n getUnixTime(startDate),\n getUnixTime(endOfToday()),\n )\n this.setTransactions(transactions)\n // Advance the cache only after the range is actually loaded, so the invariant\n // \"we hold transactions back to cachedStartDate\" always holds.\n runInAction(() => {\n this.cachedStartDate = startDate\n })\n } catch (error) {\n console.error('Error occurred while loading transactions:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n } finally {\n // See loadAssociatedBeats: clear the flag on failure so retries aren't no-oped.\n runInAction(() => {\n this.transactionsLoading = false\n })\n this.setIsLoading(false)\n }\n }\n\n modifyTransactionByAccountGuid = (guid: string, updates: Partial<Transaction>) => {\n this.transactions = this.transactions.map((txn) =>\n txn.account_guid === guid ? { ...txn, ...updates } : txn,\n )\n }\n\n removeTag = async (tagGuid: string) => {\n try {\n await this.api.removeTag(tagGuid)\n await this.loadTags()\n } catch (error) {\n console.error('Error occurred while removing tag:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n }\n }\n\n removeTagging = async (taggingGuid: string) => {\n try {\n await this.api.removeTagging(taggingGuid)\n } catch (error) {\n console.error('Error occurred while removing tagging:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n }\n }\n\n removeTransaction = async (transactionGuid: string) => {\n try {\n await this.api.removeTransaction(transactionGuid)\n\n const index = this.transactions.findIndex((t: Transaction) => t.guid === transactionGuid)\n\n if (index >= 0) {\n const updatedTransactions = [...this.transactions]\n updatedTransactions.splice(index, 1)\n this.setTransactions(updatedTransactions)\n }\n } catch (error) {\n console.error('Error occurred while removing transaction:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n }\n }\n\n setFilter = (filter: TransactionFilter) => {\n this.filter = filter\n\n // Only reload if the new start date is prior to the cached start date; end date\n // is always today. loadTransactions advances cachedStartDate on success, so we\n // must not advance it here (a skipped/failed load would leave the list empty).\n if (filter.dateRange && isBefore(filter.dateRange.start, this.cachedStartDate)) {\n this.loadTransactions(filter.dateRange.start)\n }\n }\n\n setIsLoading = (isLoading: boolean) => (this.isLoading = isLoading)\n\n splitTransaction = async (transaction: Transaction, splits: Transaction[]) => {\n if (this.transactionSplitting) return\n this.transactionSplitting = true\n\n try {\n const updatedTransaction = await this.api.updateTransaction(transaction)\n const children = [] as Transaction[]\n\n for (let i = 0; i < splits.length; i++) {\n const child = await this.api.addTransaction(splits[i])\n children.push(child)\n }\n\n const index = this.transactions.findIndex((t: Transaction) => t.guid === transaction.guid)\n\n if (index >= 0) {\n // Remove old parent and any existing children\n const filtered = this.transactions.filter(\n (t) => t.guid !== transaction.guid && t.parent_guid !== transaction.guid,\n )\n\n // Insert updated parent + new children at original position\n this.setTransactions([\n ...filtered.slice(0, index),\n updatedTransaction,\n ...children,\n ...filtered.slice(index),\n ])\n }\n } catch (error) {\n console.error('Error occurred while splitting transaction:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n throw error\n } finally {\n this.transactionSplitting = false\n }\n }\n\n unSplitTransaction = async (guid: string) => {\n try {\n const children = this.transactions.filter((t) => t.parent_guid === guid)\n\n await this.api.removeTransactionSplit(guid)\n\n // Remove children\n const transactions = [...this.transactions]\n children.forEach((child) => {\n const index = transactions.findIndex((t) => t.guid === child.guid)\n\n if (index >= 0) {\n transactions.splice(index, 1)\n }\n })\n\n // Update parent\n const index = transactions.findIndex((t) => t.guid === guid)\n\n runInAction(() => {\n const transaction = transactions[index]\n if (transaction) {\n transaction.has_been_split = false\n }\n\n if (index >= 0) {\n this.setTransactions([\n ...transactions.slice(0, index),\n transaction,\n ...transactions.slice(index + 1),\n ])\n }\n })\n } catch (error) {\n console.error('Error occurred while unsplitting transaction:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n }\n }\n\n updateTaggings = async (tagGuids: string[], transactionGuid: string) => {\n try {\n const currentTaggings = this.taggings.filter((t) => t.transaction_guid === transactionGuid)\n\n const currentTagGuids = new Set(currentTaggings.map((t) => t.tag_guid))\n const incomingTagGuids = new Set(tagGuids)\n\n // Add new taggings that don't already exist\n for (const tagGuid of tagGuids) {\n if (!currentTagGuids.has(tagGuid)) {\n await this.addTagging(tagGuid, transactionGuid)\n }\n }\n\n // Remove taggings that are no longer needed\n for (const tagging of currentTaggings) {\n if (!incomingTagGuids.has(tagging.tag_guid)) {\n await this.removeTagging(tagging.guid)\n }\n }\n\n await this.loadTaggings()\n } catch (error) {\n console.error('Error occurred while updating taggings:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n }\n }\n\n updateTag = async (tag: Tag) => {\n try {\n await this.api.updateTag(tag)\n await this.loadTags()\n } catch (error) {\n console.error('Error occurred while updating tag:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n }\n }\n\n updateTransaction = async (transaction: Transaction) => {\n try {\n const updatedTransaction = await this.api.updateTransaction(transaction)\n\n const index = this.transactions.findIndex((t: Transaction) => t.guid === transaction.guid)\n\n if (index >= 0) {\n this.setTransactions([\n ...this.transactions.slice(0, index),\n updatedTransaction,\n ...this.transactions.slice(index + 1),\n ])\n }\n } catch (error) {\n console.error('Error occurred while updating transaction:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n }\n }\n\n // This is used for loading the transactions list on demand, on clicking the different transactions of the insightful beats.\n loadEmbeddedInstanceTransactions = async (fromDate: Date) => {\n try {\n const transactions = await this.api.getTransactionsByDateRange(\n getUnixTime(fromDate),\n getUnixTime(endOfToday()),\n )\n this.cachedStartDate = fromDate\n this.transactions = transactions\n } catch (error) {\n console.error('Error occurred while loading embedded instance transactions:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n }\n }\n}\n\nexport class UiStore {\n beginDate = startOfMonth(new Date())\n endDate = endOfMonth(new Date())\n\n expandedSplits = [] as string[]\n height = 550\n width = 1000\n shouldDisableDrawerScroll = false\n\n searchValue = ''\n selectedAccountGuids = [] as string[]\n\n manualTransaction: Transaction = DEFAULT_TRANSACTION\n isAmountValid = false\n\n showInsights = false\n\n constructor() {\n makeAutoObservable(this)\n }\n\n setDateRange = (beginDate: Date, endDate: Date) => {\n this.beginDate = beginDate\n this.endDate = endDate\n }\n\n setIsAmountValid = (valid: boolean) => (this.isAmountValid = valid)\n\n setSearchValue = (searchValue: string) => (this.searchValue = searchValue)\n\n setSelectedAccountGuids = (accountGuids: string[]) => (this.selectedAccountGuids = accountGuids)\n\n setShouldDisableDrawerScroll = (shouldDisable: boolean) =>\n (this.shouldDisableDrawerScroll = shouldDisable)\n\n setShowInsights = (showInsights: boolean) => {\n this.showInsights = showInsights\n }\n\n setSize = (height: number, width: number) => {\n this.height = height\n this.width = width\n }\n\n toggleSplit = (guid: string) => {\n const expandedSplits = [...this.expandedSplits]\n const index = this.expandedSplits.findIndex((splitGuid) => splitGuid === guid)\n\n if (index >= 0) {\n expandedSplits.splice(index, 1)\n } else {\n expandedSplits.push(guid)\n }\n\n this.expandedSplits = expandedSplits\n }\n\n clearExpandedSplits = () => {\n if (this.expandedSplits.length === 0) return\n this.expandedSplits = []\n }\n\n updateManualTransaction = (manualTransaction: Transaction) => {\n this.manualTransaction = manualTransaction\n 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+
{"version":3,"file":"TransactionStore.es.js","names":[],"sources":["../../../src/core/stores/TransactionStore.ts"],"sourcesContent":["import { makeAutoObservable, runInAction } from 'mobx'\nimport { endOfMonth } from 'date-fns/endOfMonth'\nimport { endOfToday } from 'date-fns/endOfToday'\nimport { formatISO } from 'date-fns/formatISO'\nimport { getUnixTime } from 'date-fns/getUnixTime'\nimport { isBefore } from 'date-fns/isBefore'\nimport { startOfMonth } from 'date-fns/startOfMonth'\nimport { startOfToday } from 'date-fns/startOfToday'\nimport { subDays } from 'date-fns/subDays'\n\nimport { BeatApi, TransactionApi } from '../api'\nimport { TABLE_CONST } from '../constants/Table'\nimport { COLUMN_NAMES, DEFAULT_TRANSACTION } from '../constants/Transaction'\nimport { TransactionType } from '../types'\nimport type { Beat, Tag, Tagging, Transaction, TransactionRule } from '../types'\nimport {\n buildDetailedTransactions,\n flattenTransactionsWithSplits,\n sortAndFilterTransactions,\n} from '../utils/TransactionUtils'\n\nimport { GlobalStore } from './GlobalStore'\nimport { upsertByGuid } from '../utils/upsertByGuid'\n\nexport type TransactionFilter = {\n accounts?: string[]\n dateRange?: { start: Date; end: Date }\n custom?: (value: Transaction) => boolean\n searchTerm?: string\n showSplits?: boolean\n}\n\nexport class TransactionStore {\n globalStore: GlobalStore\n uiStore: UiStore\n api = new TransactionApi('/', '')\n beatApi = new BeatApi('/', '')\n\n associatedBeats: Beat[] = []\n associatedBeatsLoaded: boolean = false\n associatedBeatsLoading: boolean = false\n transactions: Transaction[] = []\n transactionsLoaded: boolean = false\n transactionsLoading: boolean = false\n taggings: Tagging[] = []\n taggingsLoaded: boolean = false\n taggingsLoading: boolean = false\n tags: Tag[] = []\n tagsLoaded: boolean = false\n tagsLoading: boolean = false\n transactionRules: TransactionRule[] = []\n transactionRulesLoaded: boolean = false\n transactionRulesLoading: boolean = false\n transactionSplitting: boolean = false\n\n cachedStartDate: Date = subDays(startOfToday(), 90)\n filter: TransactionFilter = {}\n isLoading = true\n\n alert = ''\n\n sortColumn = COLUMN_NAMES.DATE\n sortDirection = TABLE_CONST.DESC\n\n constructor(globalStore: GlobalStore) {\n this.globalStore = globalStore\n this.uiStore = new UiStore()\n this.api = new TransactionApi(\n globalStore.endpoint,\n globalStore.sessionToken,\n globalStore.onError,\n )\n this.beatApi = new BeatApi(globalStore.endpoint, globalStore.sessionToken, globalStore.onError)\n\n makeAutoObservable(this)\n }\n\n loadTransactionData = async () => {\n if (!this.globalStore.accountStore.isAccountDataLoaded) {\n await this.globalStore.accountStore.loadAccountData()\n }\n if (!this.globalStore.categoryStore.categoriesLoaded) {\n await this.globalStore.categoryStore.loadCategories()\n }\n await Promise.all([\n this.loadAssociatedBeats(startOfMonth(new Date())),\n this.loadTags(),\n this.loadTaggings(),\n this.loadTransactionRules(),\n // By default loads 90 days of transactions\n this.loadTransactions(this.cachedStartDate),\n ])\n }\n\n get isTransactionDataLoaded(): boolean {\n return (\n this.associatedBeatsLoaded &&\n this.tagsLoaded &&\n this.taggingsLoaded &&\n this.transactionRulesLoaded &&\n this.transactionsLoaded\n )\n }\n\n get detailedTransactions(): Transaction[] {\n return this.isTransactionDataLoaded\n ? buildDetailedTransactions(\n this.transactions,\n this.globalStore.accountStore.visibleAccounts,\n this.globalStore.categoryStore.categories,\n this.taggings,\n )\n : []\n }\n\n get sortedTransactions(): Transaction[] {\n return sortAndFilterTransactions(\n this.filter,\n this.uiStore.expandedSplits,\n this.sortColumn,\n this.sortDirection,\n this.tags,\n this.detailedTransactions,\n )\n }\n\n get sortedTransactionsWithSplits(): Transaction[] {\n return flattenTransactionsWithSplits(this.sortedTransactions, this.detailedTransactions)\n }\n\n setAssociatedBeats = (beats: Beat[]) => {\n this.associatedBeats = beats\n this.associatedBeatsLoading = false\n this.associatedBeatsLoaded = true\n }\n\n setTaggings = (taggings: Tagging[]) => {\n this.taggings = taggings\n this.taggingsLoading = false\n this.taggingsLoaded = true\n }\n\n setTags = (tags: Tag[]) => {\n this.tags = tags\n this.tagsLoading = false\n this.tagsLoaded = true\n }\n\n setTransactionRules = (transactionRules: TransactionRule[]) => {\n this.transactionRules = transactionRules\n this.transactionRulesLoading = false\n this.transactionRulesLoaded = true\n }\n\n setTransactions = (transactions: Transaction[]) => {\n this.transactions = transactions\n this.transactionsLoading = false\n this.transactionsLoaded = true\n }\n\n setAlert = (alert: string) => {\n this.alert = alert\n }\n\n addTag = async (name: string) => {\n try {\n await this.api.addTag({ name } as Tag)\n await this.loadTags()\n } catch (error) {\n console.error('Error occurred while adding tag:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n }\n }\n\n addTagging = async (tagGuid: string, transactionGuid: string) => {\n try {\n await this.api.addTagging({\n tag_guid: tagGuid,\n transaction_guid: transactionGuid,\n } as Tagging)\n } catch (error) {\n console.error('Error occurred while adding tagging:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n }\n }\n\n addOrUpdateTransactionRule = async (categoryGuid: string, transaction: Transaction) => {\n try {\n const existingRule = this.transactionRules.find(\n (rule: TransactionRule) => rule.guid === transaction.user_transaction_rule_guid,\n ) as TransactionRule | undefined\n\n if (existingRule) {\n await this.api.updateTransactionRule({\n ...existingRule,\n category_guid: categoryGuid,\n description: transaction.description,\n } as TransactionRule)\n } else {\n await this.api.addTransactionRule({\n category_guid: categoryGuid,\n description: transaction.description,\n match_description: transaction.description,\n } as TransactionRule)\n }\n await this.loadTransactionRules()\n } catch (error) {\n console.error('Error occurred while adding/updating transaction rule:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n }\n }\n\n addTransaction = async (transaction: Transaction) => {\n try {\n const newTransaction = await this.api.addTransaction(transaction)\n\n if (newTransaction) {\n runInAction(() => {\n this.setTransactions(upsertByGuid(this.transactions, newTransaction, true))\n\n // Brokaw may insert the transaction via WebSocket, but it never\n // updates the account balance — that only happens here.\n // See: money-dashboard/src/util/BrokawClient.ts::handleTransactionEvents (search \"setTransactions\")\n // If that handler ever calls updateAccountBalance, remove this call or guard on !existing.\n const balanceChange =\n newTransaction.transaction_type === TransactionType.CREDIT\n ? newTransaction.amount\n : -newTransaction.amount\n\n this.globalStore.accountStore.updateAccountBalance(\n newTransaction.account_guid,\n balanceChange,\n )\n })\n }\n } catch (error) {\n console.error('Error occurred while adding transaction:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n }\n }\n\n loadAssociatedBeats = async (fromDate?: Date) => {\n if (this.associatedBeatsLoading) return\n\n this.associatedBeatsLoading = true\n const fromDateISO = fromDate ? formatISO(fromDate, { representation: 'date' }) : undefined\n try {\n const beats = await this.beatApi.getBeatsWithAssociatedTransaction(fromDateISO)\n this.setAssociatedBeats(beats)\n } catch (error) {\n console.error('Error occurred while loading associated beats:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n this.setAssociatedBeats([])\n } finally {\n // Clear the in-flight flag even on failure so a later load (e.g. a widget\n // remount) can retry instead of being no-oped by the guard above, which would\n // leave isTransactionDataLoaded false and the list empty until a hard refresh.\n runInAction(() => {\n this.associatedBeatsLoading = false\n })\n }\n }\n\n loadTags = async () => {\n if (this.tagsLoading) return\n\n this.tagsLoading = true\n try {\n const tags = await this.api.getTags()\n this.setTags(tags)\n } catch (error) {\n console.error('Error occurred while loading tags:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n } finally {\n runInAction(() => {\n this.tagsLoading = false\n })\n }\n }\n\n loadTaggings = async () => {\n if (this.taggingsLoading) return\n\n this.taggingsLoading = true\n try {\n const taggings = await this.api.getTaggings()\n this.setTaggings(taggings)\n } catch (error) {\n console.error('Error occurred while loading taggings:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n this.setTaggings([])\n } finally {\n runInAction(() => {\n this.taggingsLoading = false\n })\n }\n }\n\n loadTransactionRules = async () => {\n if (this.transactionRulesLoading) return\n\n this.transactionRulesLoading = true\n try {\n const transactionRules = await this.api.getTransactionRules()\n this.setTransactionRules(transactionRules)\n } catch (error) {\n // Catch so a rejection can't abort the Promise.all in loadTransactionData.\n console.error('Error occurred while loading transaction rules:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n this.setTransactionRules([])\n } finally {\n runInAction(() => {\n this.transactionRulesLoading = false\n })\n }\n }\n\n loadTransactions = async (startDate: Date = this.cachedStartDate) => {\n if (this.transactionsLoading) return\n\n this.setIsLoading(true)\n this.transactionsLoading = true\n\n try {\n const transactions = await this.api.getTransactionsByDateRange(\n getUnixTime(startDate),\n getUnixTime(endOfToday()),\n )\n this.setTransactions(transactions)\n // Advance the cache only after the range is actually loaded, so the invariant\n // \"we hold transactions back to cachedStartDate\" always holds.\n runInAction(() => {\n this.cachedStartDate = startDate\n })\n } catch (error) {\n console.error('Error occurred while loading transactions:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n } finally {\n // See loadAssociatedBeats: clear the flag on failure so retries aren't no-oped.\n runInAction(() => {\n this.transactionsLoading = false\n })\n this.setIsLoading(false)\n }\n }\n\n modifyTransactionByAccountGuid = (guid: string, updates: Partial<Transaction>) => {\n this.transactions = this.transactions.map((txn) =>\n txn.account_guid === guid ? { ...txn, ...updates } : txn,\n )\n }\n\n removeTag = async (tagGuid: string) => {\n try {\n await this.api.removeTag(tagGuid)\n await this.loadTags()\n } catch (error) {\n console.error('Error occurred while removing tag:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n }\n }\n\n removeTagging = async (taggingGuid: string) => {\n try {\n await this.api.removeTagging(taggingGuid)\n } catch (error) {\n console.error('Error occurred while removing tagging:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n }\n }\n\n removeTransaction = async (transactionGuid: string) => {\n try {\n await this.api.removeTransaction(transactionGuid)\n\n const index = this.transactions.findIndex((t: Transaction) => t.guid === transactionGuid)\n\n if (index >= 0) {\n const updatedTransactions = [...this.transactions]\n updatedTransactions.splice(index, 1)\n this.setTransactions(updatedTransactions)\n }\n } catch (error) {\n console.error('Error occurred while removing transaction:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n }\n }\n\n setFilter = (filter: TransactionFilter) => {\n this.filter = filter\n\n // Only reload if the new start date is prior to the cached start date; end date\n // is always today. loadTransactions advances cachedStartDate on success, so we\n // must not advance it here (a skipped/failed load would leave the list empty).\n if (filter.dateRange && isBefore(filter.dateRange.start, this.cachedStartDate)) {\n this.loadTransactions(filter.dateRange.start)\n }\n }\n\n setIsLoading = (isLoading: boolean) => (this.isLoading = isLoading)\n\n splitTransaction = async (transaction: Transaction, splits: Transaction[]) => {\n if (this.transactionSplitting) return\n this.transactionSplitting = true\n\n try {\n const updatedTransaction = await this.api.updateTransaction(transaction)\n const children = [] as Transaction[]\n\n for (let i = 0; i < splits.length; i++) {\n const child = await this.api.addTransaction(splits[i])\n children.push(child)\n }\n\n const index = this.transactions.findIndex((t: Transaction) => t.guid === transaction.guid)\n\n if (index >= 0) {\n // Remove old parent and any existing children\n const filtered = this.transactions.filter(\n (t) => t.guid !== transaction.guid && t.parent_guid !== transaction.guid,\n )\n\n // Insert updated parent + new children at original position\n this.setTransactions([\n ...filtered.slice(0, index),\n updatedTransaction,\n ...children,\n ...filtered.slice(index),\n ])\n }\n } catch (error) {\n console.error('Error occurred while splitting transaction:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n throw error\n } finally {\n this.transactionSplitting = false\n }\n }\n\n unSplitTransaction = async (guid: string) => {\n try {\n const children = this.transactions.filter((t) => t.parent_guid === guid)\n\n await this.api.removeTransactionSplit(guid)\n\n // Remove children\n const transactions = [...this.transactions]\n children.forEach((child) => {\n const index = transactions.findIndex((t) => t.guid === child.guid)\n\n if (index >= 0) {\n transactions.splice(index, 1)\n }\n })\n\n // Update parent\n const index = transactions.findIndex((t) => t.guid === guid)\n\n runInAction(() => {\n const transaction = transactions[index]\n if (transaction) {\n transaction.has_been_split = false\n }\n\n if (index >= 0) {\n this.setTransactions([\n ...transactions.slice(0, index),\n transaction,\n ...transactions.slice(index + 1),\n ])\n }\n })\n } catch (error) {\n console.error('Error occurred while unsplitting transaction:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n }\n }\n\n updateTaggings = async (tagGuids: string[], transactionGuid: string) => {\n try {\n const currentTaggings = this.taggings.filter((t) => t.transaction_guid === transactionGuid)\n\n const currentTagGuids = new Set(currentTaggings.map((t) => t.tag_guid))\n const incomingTagGuids = new Set(tagGuids)\n\n // Add new taggings that don't already exist\n for (const tagGuid of tagGuids) {\n if (!currentTagGuids.has(tagGuid)) {\n await this.addTagging(tagGuid, transactionGuid)\n }\n }\n\n // Remove taggings that are no longer needed\n for (const tagging of currentTaggings) {\n if (!incomingTagGuids.has(tagging.tag_guid)) {\n await this.removeTagging(tagging.guid)\n }\n }\n\n await this.loadTaggings()\n } catch (error) {\n console.error('Error occurred while updating taggings:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n }\n }\n\n updateTag = async (tag: Tag) => {\n try {\n await this.api.updateTag(tag)\n await this.loadTags()\n } catch (error) {\n console.error('Error occurred while updating tag:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n }\n }\n\n updateTransaction = async (transaction: Transaction) => {\n try {\n const updatedTransaction = await this.api.updateTransaction(transaction)\n\n const index = this.transactions.findIndex((t: Transaction) => t.guid === transaction.guid)\n\n if (index >= 0) {\n this.setTransactions([\n ...this.transactions.slice(0, index),\n updatedTransaction,\n ...this.transactions.slice(index + 1),\n ])\n }\n } catch (error) {\n console.error('Error occurred while updating transaction:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n }\n }\n\n // This is used for loading the transactions list on demand, on clicking the different transactions of the insightful beats.\n loadEmbeddedInstanceTransactions = async (fromDate: Date) => {\n try {\n const transactions = await this.api.getTransactionsByDateRange(\n getUnixTime(fromDate),\n getUnixTime(endOfToday()),\n )\n this.cachedStartDate = fromDate\n this.transactions = transactions\n } catch (error) {\n console.error('Error occurred while loading embedded instance transactions:', error)\n this.globalStore.captureException(error, { store: 'TransactionStore' })\n }\n }\n}\n\nexport class UiStore {\n beginDate = startOfMonth(new Date())\n endDate = endOfMonth(new Date())\n\n expandedSplits = [] as string[]\n height = 550\n width = 1000\n shouldDisableDrawerScroll = false\n\n searchValue = ''\n selectedAccountGuids = [] as string[]\n\n manualTransaction: Transaction = DEFAULT_TRANSACTION\n isAmountValid = false\n\n showInsights = false\n\n constructor() {\n makeAutoObservable(this)\n }\n\n setDateRange = (beginDate: Date, endDate: Date) => {\n this.beginDate = beginDate\n this.endDate = endDate\n }\n\n setIsAmountValid = (valid: boolean) => (this.isAmountValid = valid)\n\n setSearchValue = (searchValue: string) => (this.searchValue = searchValue)\n\n setSelectedAccountGuids = (accountGuids: string[]) => (this.selectedAccountGuids = accountGuids)\n\n setShouldDisableDrawerScroll = (shouldDisable: boolean) =>\n (this.shouldDisableDrawerScroll = shouldDisable)\n\n setShowInsights = (showInsights: boolean) => {\n this.showInsights = showInsights\n }\n\n setSize = (height: number, width: number) => {\n this.height = height\n this.width = width\n }\n\n toggleSplit = (guid: string) => {\n const expandedSplits = [...this.expandedSplits]\n const index = this.expandedSplits.findIndex((splitGuid) => splitGuid === guid)\n\n if (index >= 0) {\n expandedSplits.splice(index, 1)\n } else {\n expandedSplits.push(guid)\n }\n\n this.expandedSplits = expandedSplits\n }\n\n clearExpandedSplits = () => {\n if (this.expandedSplits.length === 0) return\n this.expandedSplits = []\n }\n\n updateManualTransaction = (manualTransaction: Transaction) => {\n this.manualTransaction = manualTransaction\n 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