@mx-cartographer/experiences 9.4.0 → 9.4.1-alpha.al0

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

@@ -1,18 +1,18 @@
-import { CategoryGuids as i } from "../constants/Category.es.js";
-import { BudgetsApi as o } from "../api/BudgetsApi.es.js";
-import { upsertByGuid as u } from "../utils/upsertByGuid.es.js";
-import { augmentBudgets as g, findBudget as h, findSubBudget as l } from "../utils/BudgetUtil.es.js";
-import { endOfMonth as B } from "date-fns/endOfMonth";
-import { startOfMonth as p } from "date-fns/startOfMonth";
-import { startOfToday as n } from "date-fns/startOfToday";
-import { makeAutoObservable as b, reaction as S, runInAction as d } from "mobx";
-var _ = class {
-  api = new o("/", "");
+import { CategoryGuids as u } from "../constants/Category.es.js";
+import { BudgetsApi as n } from "../api/BudgetsApi.es.js";
+import { upsertByGuid as c } from "../utils/upsertByGuid.es.js";
+import { augmentBudgets as h, findBudget as p, findSubBudget as f } from "../utils/BudgetUtil.es.js";
+import { endOfMonth as S } from "date-fns/endOfMonth";
+import { startOfMonth as b } from "date-fns/startOfMonth";
+import { startOfToday as l } from "date-fns/startOfToday";
+import { makeAutoObservable as m, reaction as y, runInAction as i } from "mobx";
+var C = class {
+  api = new n("/", "");
   globalStore;
   alert = "";
   dateRange = {
-    start: p(n()),
-    end: B(n())
+    start: b(l()),
+    end: S(l())
   };
   budgets = [];
   selectedBudget;
@@ -21,23 +21,23 @@ var _ = class {
   theme = {};
   merchantBudgets = [];
   constructor(t) {
-    this.globalStore = t, this.api = new o(t.endpoint, t.sessionToken, t.onError), b(this);
+    this.globalStore = t, this.api = new n(t.endpoint, t.sessionToken, t.onError), m(this);
   }
   loadBudgetData = async () => {
-    this.globalStore.recurringTransactionsStore.isDataLoaded || await this.globalStore.recurringTransactionsStore.loadRepeatingTransactionData(), await this.loadBudgets(), S(() => this.detailedBudgets, (t) => {
+    this.globalStore.recurringTransactionsStore.isDataLoaded || await this.globalStore.recurringTransactionsStore.loadRepeatingTransactionData(), await this.loadBudgets(), y(() => this.detailedBudgets, (t) => {
       if (t) {
         const e = this.selectedBudget;
-        e && (this.selectedBudget = h(t, e.guid));
+        e && (this.selectedBudget = p(t, e.guid));
         const r = this.selectedSubBudget;
-        r && r.parent_guid && (this.selectedSubBudget = l(t, r.guid, r.parent_guid));
+        r && r.parent_guid && (this.selectedSubBudget = f(t, r.guid, r.parent_guid));
       }
     });
   };
   get detailedBudgets() {
-    return g(this.budgets.filter((t) => t.category_guid !== i.INCOME && t.category_guid !== i.TRANSFER && t.category_guid !== i.INVESTMENTS), this.globalStore.categoryStore.detailedCategories, this.globalStore.copyStore.copy.budgets, this.theme).sort((t, e) => t.percentage > e.percentage ? -1 : t.percentage < e.percentage ? 1 : 0);
+    return h(this.budgets.filter((t) => t.category_guid !== u.INCOME && t.category_guid !== u.TRANSFER && t.category_guid !== u.INVESTMENTS), this.globalStore.categoryStore.detailedCategories, this.globalStore.copyStore.copy.budgets, this.theme).sort((t, e) => t.percentage > e.percentage ? -1 : t.percentage < e.percentage ? 1 : 0);
   }
   get incomeBudget() {
-    return g(this.budgets.filter((t) => !t.parent_guid), this.globalStore.categoryStore.detailedCategories, this.globalStore.copyStore.copy.budgets, this.theme).reduce((t, e) => e.category_guid !== i.INCOME ? t : !t || e.percentage > t.percentage ? e : t, void 0)?.amount;
+    return h(this.budgets.filter((t) => !t.parent_guid), this.globalStore.categoryStore.detailedCategories, this.globalStore.copyStore.copy.budgets, this.theme).reduce((t, e) => e.category_guid !== u.INCOME ? t : !t || e.percentage > t.percentage ? e : t, void 0)?.amount;
   }
   get unbudgetedCategories() {
     return this.globalStore.categoryStore.spendCategories.filter((t) => !this.detailedBudgets.find((e) => e.category_guid === t.guid));
@@ -48,8 +48,8 @@ var _ = class {
   addBudget = async (t, e, r = null) => {
     try {
       const s = await this.api.addBudget(t, e, r);
-      d(() => {
-        this.budgets = u(this.budgets, s);
+      i(() => {
+        this.budgets = c(this.budgets, s);
       });
     } catch (s) {
       console.error("Error adding budget:", s), this.globalStore.captureException(s, { store: "BudgetsStore" });
@@ -57,10 +57,18 @@ var _ = class {
   };
   deleteBudget = async (t) => {
     try {
-      await this.api.deleteBudget(t), d(() => {
-        const e = this.budgets.findIndex((r) => r.guid === t);
-        e >= 0 && this.budgets.splice(e, 1);
+      const e = this.detailedBudgets.find((d) => d.guid === t), r = /* @__PURE__ */ new Set();
+      this.budgets.forEach((d) => {
+        d.parent_guid === t && r.add(d.guid);
+      }), e?.subBudgets && e.subBudgets.forEach((d) => {
+        r.add(d.guid);
       });
+      const s = [t, ...Array.from(r)], a = await Promise.allSettled(s.map((d) => this.api.deleteBudget(d))), o = new Set(s.filter((d, B) => a[B].status === "fulfilled"));
+      i(() => {
+        this.budgets = this.budgets.filter((d) => !o.has(d.guid));
+      });
+      const g = a.find((d) => d.status === "rejected");
+      if (g) throw g.reason;
     } catch (e) {
       console.error("Error deleting budget:", e), this.globalStore.captureException(e, { store: "BudgetsStore" });
     }
@@ -106,12 +114,12 @@ var _ = class {
   updateBudget = async (t) => {
     try {
       const e = await this.api.updateBudget(t);
-      d(() => {
+      return i(() => {
         const r = this.budgets.findIndex((s) => s.guid === t.guid);
         r >= 0 && (this.budgets[r] = e);
-      });
+      }), { isSuccess: !0 };
     } catch (e) {
-      console.error("Error updating budget:", e), this.globalStore.captureException(e, { store: "BudgetsStore" });
+      return console.error("Error updating budget:", e), this.globalStore.captureException(e, { store: "BudgetsStore" }), { isSuccess: !1 };
     }
   };
   getMerchantBudgetByMerchantGuid = (t) => this.merchantBudgets.find((e) => e?.merchant_guid === t);
@@ -121,8 +129,8 @@ var _ = class {
   addMerchantBudget = async (t, e) => {
     try {
       const r = await this.api.addMerchantBudget(t, e);
-      return d(() => {
-        this.merchantBudgets = u(this.merchantBudgets, r);
+      return i(() => {
+        this.merchantBudgets = c(this.merchantBudgets, r);
       }), { isSuccess: !0 };
     } catch (r) {
       return console.error("Error adding merchant budget:", r), this.globalStore.captureException(r, { store: "BudgetsStore" }), { isSuccess: !1 };
@@ -131,8 +139,8 @@ var _ = class {
   updateMerchantBudget = async (t) => {
     try {
       const { guid: e, amount: r } = t, s = await this.api.updateMerchantBudget(e, r);
-      return d(() => {
-        const a = this.merchantBudgets.findIndex((c) => c.guid === t.guid);
+      return i(() => {
+        const a = this.merchantBudgets.findIndex((o) => o.guid === t.guid);
         a >= 0 && (this.merchantBudgets[a] = s);
       }), { isSuccess: !0 };
     } catch (e) {
@@ -141,7 +149,7 @@ var _ = class {
   };
   deleteMerchantBudget = async (t) => {
     try {
-      return await this.api.deleteMerchantBudget(t), d(() => {
+      return await this.api.deleteMerchantBudget(t), i(() => {
         this.merchantBudgets = this.merchantBudgets.filter((e) => e.guid !== t);
       }), { isSuccess: !0 };
     } catch (e) {
@@ -150,7 +158,7 @@ var _ = class {
   };
 };
 export {
-  _ as BudgetsStore
+  C as BudgetsStore
 };
 
 //# sourceMappingURL=BudgetsStore.es.js.map

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

@@ -1 +1 @@
-{"version":3,"file":"BudgetsStore.es.js","names":[],"sources":["../../../src/core/stores/BudgetsStore.ts"],"sourcesContent":["import { makeAutoObservable, reaction, runInAction } from 'mobx'\n\nimport { endOfMonth } from 'date-fns/endOfMonth'\nimport { startOfMonth } from 'date-fns/startOfMonth'\nimport { startOfToday } from 'date-fns/startOfToday'\n\nimport { Theme } from '@mui/system'\n\nimport { BudgetsApi } from '../api'\nimport { upsertByGuid } from '../utils/upsertByGuid'\nimport { CategoryGuids } from '../constants'\nimport { augmentBudgets, findBudget, findSubBudget } from '../utils/BudgetUtil'\n\nimport { GlobalStore } from './GlobalStore'\n\nimport type {\n  Budget,\n  Category,\n  DateRange,\n  DetailedBudget,\n  DetailedCategory,\n  MerchantBudget,\n} from '../types'\n\nexport class BudgetsStore {\n  api: BudgetsApi = new BudgetsApi('/', '')\n\n  globalStore: GlobalStore\n\n  alert: string = ''\n  dateRange: DateRange = { start: startOfMonth(startOfToday()), end: endOfMonth(startOfToday()) }\n  budgets: Budget[] = []\n  selectedBudget: DetailedBudget | undefined\n  selectedSubBudget: DetailedBudget | undefined\n  isDataLoaded = false\n  theme = {} as Theme\n  merchantBudgets: MerchantBudget[] = []\n\n  constructor(globalStore: GlobalStore) {\n    this.globalStore = globalStore\n    this.api = new BudgetsApi(globalStore.endpoint, globalStore.sessionToken, globalStore.onError)\n\n    makeAutoObservable(this)\n  }\n\n  loadBudgetData = async () => {\n    if (!this.globalStore.recurringTransactionsStore.isDataLoaded) {\n      await this.globalStore.recurringTransactionsStore.loadRepeatingTransactionData()\n    }\n    await this.loadBudgets()\n\n    /** Reaction to update the selected budget/sub-budget if detailedBudgets is updated **/\n    reaction(\n      () => this.detailedBudgets,\n      (detailedBudgets) => {\n        if (detailedBudgets) {\n          const budget = this.selectedBudget\n          if (budget) {\n            this.selectedBudget = findBudget(detailedBudgets, budget.guid)\n          }\n\n          const subBudget = this.selectedSubBudget\n          if (subBudget && subBudget.parent_guid) {\n            this.selectedSubBudget = findSubBudget(\n              detailedBudgets,\n              subBudget.guid,\n              subBudget.parent_guid,\n            )\n          }\n        }\n      },\n    )\n  }\n\n  get detailedBudgets(): DetailedBudget[] {\n    return augmentBudgets(\n      this.budgets.filter(\n        (budget: Budget) =>\n          budget.category_guid !== CategoryGuids.INCOME &&\n          budget.category_guid !== CategoryGuids.TRANSFER &&\n          budget.category_guid !== CategoryGuids.INVESTMENTS,\n      ),\n      this.globalStore.categoryStore.detailedCategories,\n      this.globalStore.copyStore.copy.budgets,\n      this.theme,\n    ).sort((a, b) => {\n      if (a.percentage > b.percentage) return -1\n      if (a.percentage < b.percentage) return 1\n      return 0\n    })\n  }\n\n  // TODO: Replace this with income from recurring transactions. Income budgets are deprecated.\n  get incomeBudget(): number | undefined {\n    const filteredBudgets = augmentBudgets(\n      this.budgets.filter((budget: Budget) => !budget.parent_guid),\n      this.globalStore.categoryStore.detailedCategories,\n      this.globalStore.copyStore.copy.budgets,\n      this.theme,\n    )\n\n    const incomeBudget = filteredBudgets.reduce(\n      (acc, curr) => {\n        if (curr.category_guid !== CategoryGuids.INCOME) return acc\n        if (!acc || curr.percentage > acc.percentage) return curr\n        return acc\n      },\n      undefined as DetailedBudget | undefined,\n    )\n\n    return incomeBudget?.amount\n  }\n\n  get unbudgetedCategories(): DetailedCategory[] {\n    return this.globalStore.categoryStore.spendCategories.filter(\n      (category) => !this.detailedBudgets.find((budget) => budget.category_guid === category.guid),\n    )\n  }\n\n  get totalBudgeted(): number {\n    return this.detailedBudgets.reduce((total, budget) => total + budget.amount, 0)\n  }\n\n  addBudget = async (category: Category, amount: number, parentGuid: string | null = null) => {\n    try {\n      const budget = await this.api.addBudget(category, amount, parentGuid)\n      runInAction(() => {\n        this.budgets = upsertByGuid(this.budgets, budget)\n      })\n    } catch (error) {\n      console.error('Error adding budget:', error)\n      this.globalStore.captureException(error, { store: 'BudgetsStore' })\n    }\n  }\n\n  deleteBudget = async (guid: string) => {\n    try {\n      await this.api.deleteBudget(guid)\n\n      runInAction(() => {\n        const index = this.budgets.findIndex((budget) => budget.guid === guid)\n        if (index >= 0) {\n          this.budgets.splice(index, 1)\n        }\n      })\n    } catch (error) {\n      console.error('Error deleting budget:', error)\n      this.globalStore.captureException(error, { store: 'BudgetsStore' })\n    }\n  }\n\n  loadBudgets = async () => {\n    try {\n      const budgets = await this.api.getBudgets()\n      this.setBudgets(budgets)\n    } catch (error) {\n      console.error('Error occurred while loading budgets:', error)\n      this.globalStore.captureException(error, { store: 'BudgetsStore' })\n      throw error\n    }\n  }\n\n  setAlert = (alert: string) => (this.alert = alert)\n\n  setBudgets = (budgets: Budget[]) => {\n    this.budgets = budgets\n    this.isDataLoaded = true\n  }\n\n  setDateRange = (dateRange: DateRange) => (this.dateRange = dateRange)\n\n  setSelectedBudget = (budget: DetailedBudget | undefined) => (this.selectedBudget = budget)\n\n  setSelectedSubBudget = (budget: DetailedBudget | undefined) => (this.selectedSubBudget = budget)\n\n  setTheme = (theme: Theme) => (this.theme = theme)\n\n  /**\n   * Recalculate budget by using the average amount from top-level categories\n   * @param categories Detailed categories\n   */\n  recalculateBudgets = async (categories: DetailedCategory[]) => {\n    try {\n      for (const category of categories) {\n        const budget = this.budgets.find((budget) => budget.category_guid === category.guid)\n        if (budget) {\n          await this.api.updateBudget({\n            ...budget,\n            amount: category.totalAverageAmount,\n          })\n        } else {\n          await this.api.addBudget(category, category.totalAverageAmount)\n        }\n      }\n      const budgetsToDelete = this.budgets.filter(\n        (budget) => !categories.find((c) => c.guid === budget.category_guid),\n      )\n\n      for (const budgetToDelete of budgetsToDelete) {\n        await this.api.deleteBudget(budgetToDelete.guid)\n      }\n\n      await this.loadBudgets()\n\n      return { data: this.budgets, isSuccess: true }\n    } catch (error) {\n      console.error('Error recalculating budgets:', error)\n      this.globalStore.captureException(error, { store: 'BudgetsStore' })\n      return { data: [], isSuccess: false }\n    }\n  }\n\n  updateBudget = async (budget: Budget) => {\n    try {\n      const updatedBudget = await this.api.updateBudget(budget)\n\n      runInAction(() => {\n        const index = this.budgets.findIndex((b) => b.guid === budget.guid)\n        if (index >= 0) {\n          this.budgets[index] = updatedBudget\n        }\n      })\n    } catch (error) {\n      console.error('Error updating budget:', error)\n      this.globalStore.captureException(error, { store: 'BudgetsStore' })\n    }\n  }\n\n  getMerchantBudgetByMerchantGuid = (merchantGuid: string): MerchantBudget | undefined => {\n    return this.merchantBudgets.find(\n      (eachMerchantBudget) => eachMerchantBudget?.merchant_guid === merchantGuid,\n    )\n  }\n\n  setMerchantBudgets = (merchantBudgets: MerchantBudget[]) => {\n    this.merchantBudgets = merchantBudgets\n  }\n\n  addMerchantBudget = async (merchantGuid: string, amount: number) => {\n    try {\n      const newMerchantBudget = await this.api.addMerchantBudget(merchantGuid, amount)\n\n      runInAction(() => {\n        this.merchantBudgets = upsertByGuid(this.merchantBudgets, newMerchantBudget)\n      })\n      return { isSuccess: true }\n    } catch (error) {\n      console.error('Error adding merchant budget:', error)\n      this.globalStore.captureException(error, { store: 'BudgetsStore' })\n      return { isSuccess: false }\n    }\n  }\n\n  updateMerchantBudget = async (merchantBudget: MerchantBudget) => {\n    try {\n      const { guid: merchantBudgetGuid, amount } = merchantBudget\n      const updatedMerchantBudget = await this.api.updateMerchantBudget(merchantBudgetGuid, amount)\n\n      runInAction(() => {\n        const index = this.merchantBudgets.findIndex((b) => b.guid === merchantBudget.guid)\n        if (index >= 0) {\n          this.merchantBudgets[index] = updatedMerchantBudget\n        }\n      })\n      return { isSuccess: true }\n    } catch (error) {\n      console.error('Error updating merchant budget:', error)\n      this.globalStore.captureException(error, { store: 'BudgetsStore' })\n      return { isSuccess: false }\n    }\n  }\n\n  deleteMerchantBudget = async (merchantBudgetGuid: string) => {\n    try {\n      await this.api.deleteMerchantBudget(merchantBudgetGuid)\n\n      runInAction(() => {\n        this.merchantBudgets = this.merchantBudgets.filter((b) => b.guid !== merchantBudgetGuid)\n      })\n      return { isSuccess: true }\n    } catch (error) {\n      console.error('Error deleting merchant budget:', error)\n      this.globalStore.captureException(error, { store: 'BudgetsStore' })\n      return { isSuccess: false }\n    }\n  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+{"version":3,"file":"BudgetsStore.es.js","names":[],"sources":["../../../src/core/stores/BudgetsStore.ts"],"sourcesContent":["import { makeAutoObservable, reaction, runInAction } from 'mobx'\n\nimport { endOfMonth } from 'date-fns/endOfMonth'\nimport { startOfMonth } from 'date-fns/startOfMonth'\nimport { startOfToday } from 'date-fns/startOfToday'\n\nimport { Theme } from '@mui/system'\n\nimport { BudgetsApi } from '../api'\nimport { upsertByGuid } from '../utils/upsertByGuid'\nimport { CategoryGuids } from '../constants'\nimport { augmentBudgets, findBudget, findSubBudget } from '../utils/BudgetUtil'\n\nimport { GlobalStore } from './GlobalStore'\n\nimport type {\n  Budget,\n  Category,\n  DateRange,\n  DetailedBudget,\n  DetailedCategory,\n  MerchantBudget,\n} from '../types'\n\nexport class BudgetsStore {\n  api: BudgetsApi = new BudgetsApi('/', '')\n\n  globalStore: GlobalStore\n\n  alert: string = ''\n  dateRange: DateRange = { start: startOfMonth(startOfToday()), end: endOfMonth(startOfToday()) }\n  budgets: Budget[] = []\n  selectedBudget: DetailedBudget | undefined\n  selectedSubBudget: DetailedBudget | undefined\n  isDataLoaded = false\n  theme = {} as Theme\n  merchantBudgets: MerchantBudget[] = []\n\n  constructor(globalStore: GlobalStore) {\n    this.globalStore = globalStore\n    this.api = new BudgetsApi(globalStore.endpoint, globalStore.sessionToken, globalStore.onError)\n\n    makeAutoObservable(this)\n  }\n\n  loadBudgetData = async () => {\n    if (!this.globalStore.recurringTransactionsStore.isDataLoaded) {\n      await this.globalStore.recurringTransactionsStore.loadRepeatingTransactionData()\n    }\n    await this.loadBudgets()\n\n    /** Reaction to update the selected budget/sub-budget if detailedBudgets is updated **/\n    reaction(\n      () => this.detailedBudgets,\n      (detailedBudgets) => {\n        if (detailedBudgets) {\n          const budget = this.selectedBudget\n          if (budget) {\n            this.selectedBudget = findBudget(detailedBudgets, budget.guid)\n          }\n\n          const subBudget = this.selectedSubBudget\n          if (subBudget && subBudget.parent_guid) {\n            this.selectedSubBudget = findSubBudget(\n              detailedBudgets,\n              subBudget.guid,\n              subBudget.parent_guid,\n            )\n          }\n        }\n      },\n    )\n  }\n\n  get detailedBudgets(): DetailedBudget[] {\n    return augmentBudgets(\n      this.budgets.filter(\n        (budget: Budget) =>\n          budget.category_guid !== CategoryGuids.INCOME &&\n          budget.category_guid !== CategoryGuids.TRANSFER &&\n          budget.category_guid !== CategoryGuids.INVESTMENTS,\n      ),\n      this.globalStore.categoryStore.detailedCategories,\n      this.globalStore.copyStore.copy.budgets,\n      this.theme,\n    ).sort((a, b) => {\n      if (a.percentage > b.percentage) return -1\n      if (a.percentage < b.percentage) return 1\n      return 0\n    })\n  }\n\n  // TODO: Replace this with income from recurring transactions. Income budgets are deprecated.\n  get incomeBudget(): number | undefined {\n    const filteredBudgets = augmentBudgets(\n      this.budgets.filter((budget: Budget) => !budget.parent_guid),\n      this.globalStore.categoryStore.detailedCategories,\n      this.globalStore.copyStore.copy.budgets,\n      this.theme,\n    )\n\n    const incomeBudget = filteredBudgets.reduce(\n      (acc, curr) => {\n        if (curr.category_guid !== CategoryGuids.INCOME) return acc\n        if (!acc || curr.percentage > acc.percentage) return curr\n        return acc\n      },\n      undefined as DetailedBudget | undefined,\n    )\n\n    return incomeBudget?.amount\n  }\n\n  get unbudgetedCategories(): DetailedCategory[] {\n    return this.globalStore.categoryStore.spendCategories.filter(\n      (category) => !this.detailedBudgets.find((budget) => budget.category_guid === category.guid),\n    )\n  }\n\n  get totalBudgeted(): number {\n    return this.detailedBudgets.reduce((total, budget) => total + budget.amount, 0)\n  }\n\n  addBudget = async (category: Category, amount: number, parentGuid: string | null = null) => {\n    try {\n      const budget = await this.api.addBudget(category, amount, parentGuid)\n      runInAction(() => {\n        this.budgets = upsertByGuid(this.budgets, budget)\n      })\n    } catch (error) {\n      console.error('Error adding budget:', error)\n      this.globalStore.captureException(error, { store: 'BudgetsStore' })\n    }\n  }\n\n  deleteBudget = async (guid: string) => {\n    try {\n      const detailedParent = this.detailedBudgets.find((b) => b.guid === guid)\n      const subBudgetGuids = new Set<string>()\n\n      this.budgets.forEach((b) => {\n        if (b.parent_guid === guid) {\n          subBudgetGuids.add(b.guid)\n        }\n      })\n\n      if (detailedParent?.subBudgets) {\n        detailedParent.subBudgets.forEach((sb) => {\n          subBudgetGuids.add(sb.guid)\n        })\n      }\n\n      const allGuidsToDelete = [guid, ...Array.from(subBudgetGuids)]\n\n      const results = await Promise.allSettled(\n        allGuidsToDelete.map((id) => this.api.deleteBudget(id)),\n      )\n      const deleted = new Set(allGuidsToDelete.filter((_, i) => results[i].status === 'fulfilled'))\n\n      runInAction(() => {\n        this.budgets = this.budgets.filter((budget) => !deleted.has(budget.guid))\n      })\n\n      const firstRejection = results.find(\n        (r): r is PromiseRejectedResult => r.status === 'rejected',\n      )\n      if (firstRejection) {\n        throw firstRejection.reason\n      }\n    } catch (error) {\n      console.error('Error deleting budget:', error)\n      this.globalStore.captureException(error, { store: 'BudgetsStore' })\n    }\n  }\n\n  loadBudgets = async () => {\n    try {\n      const budgets = await this.api.getBudgets()\n      this.setBudgets(budgets)\n    } catch (error) {\n      console.error('Error occurred while loading budgets:', error)\n      this.globalStore.captureException(error, { store: 'BudgetsStore' })\n      throw error\n    }\n  }\n\n  setAlert = (alert: string) => (this.alert = alert)\n\n  setBudgets = (budgets: Budget[]) => {\n    this.budgets = budgets\n    this.isDataLoaded = true\n  }\n\n  setDateRange = (dateRange: DateRange) => (this.dateRange = dateRange)\n\n  setSelectedBudget = (budget: DetailedBudget | undefined) => (this.selectedBudget = budget)\n\n  setSelectedSubBudget = (budget: DetailedBudget | undefined) => (this.selectedSubBudget = budget)\n\n  setTheme = (theme: Theme) => (this.theme = theme)\n\n  /**\n   * Recalculate budget by using the average amount from top-level categories\n   * @param categories Detailed categories\n   */\n  recalculateBudgets = async (categories: DetailedCategory[]) => {\n    try {\n      for (const category of categories) {\n        const budget = this.budgets.find((budget) => budget.category_guid === category.guid)\n        if (budget) {\n          await this.api.updateBudget({\n            ...budget,\n            amount: category.totalAverageAmount,\n          })\n        } else {\n          await this.api.addBudget(category, category.totalAverageAmount)\n        }\n      }\n      const budgetsToDelete = this.budgets.filter(\n        (budget) => !categories.find((c) => c.guid === budget.category_guid),\n      )\n\n      for (const budgetToDelete of budgetsToDelete) {\n        await this.api.deleteBudget(budgetToDelete.guid)\n      }\n\n      await this.loadBudgets()\n\n      return { data: this.budgets, isSuccess: true }\n    } catch (error) {\n      console.error('Error recalculating budgets:', error)\n      this.globalStore.captureException(error, { store: 'BudgetsStore' })\n      return { data: [], isSuccess: false }\n    }\n  }\n\n  updateBudget = async (budget: Budget): Promise<{ isSuccess: boolean }> => {\n    try {\n      const updatedBudget = await this.api.updateBudget(budget)\n\n      runInAction(() => {\n        const index = this.budgets.findIndex((b) => b.guid === budget.guid)\n        if (index >= 0) {\n          this.budgets[index] = updatedBudget\n        }\n      })\n      return { isSuccess: true }\n    } catch (error) {\n      console.error('Error updating budget:', error)\n      this.globalStore.captureException(error, { store: 'BudgetsStore' })\n      return { isSuccess: false }\n    }\n  }\n\n  getMerchantBudgetByMerchantGuid = (merchantGuid: string): MerchantBudget | undefined => {\n    return this.merchantBudgets.find(\n      (eachMerchantBudget) => eachMerchantBudget?.merchant_guid === merchantGuid,\n    )\n  }\n\n  setMerchantBudgets = (merchantBudgets: MerchantBudget[]) => {\n    this.merchantBudgets = merchantBudgets\n  }\n\n  addMerchantBudget = async (merchantGuid: string, amount: number) => {\n    try {\n      const newMerchantBudget = await this.api.addMerchantBudget(merchantGuid, amount)\n\n      runInAction(() => {\n        this.merchantBudgets = upsertByGuid(this.merchantBudgets, newMerchantBudget)\n      })\n      return { isSuccess: true }\n    } catch (error) {\n      console.error('Error adding merchant budget:', error)\n      this.globalStore.captureException(error, { store: 'BudgetsStore' })\n      return { isSuccess: false }\n    }\n  }\n\n  updateMerchantBudget = async (merchantBudget: MerchantBudget) => {\n    try {\n      const { guid: merchantBudgetGuid, amount } = merchantBudget\n      const updatedMerchantBudget = await this.api.updateMerchantBudget(merchantBudgetGuid, amount)\n\n      runInAction(() => {\n        const index = this.merchantBudgets.findIndex((b) => b.guid === merchantBudget.guid)\n        if (index >= 0) {\n          this.merchantBudgets[index] = updatedMerchantBudget\n        }\n      })\n      return { isSuccess: true }\n    } catch (error) {\n      console.error('Error updating merchant budget:', error)\n      this.globalStore.captureException(error, { store: 'BudgetsStore' })\n      return { isSuccess: false }\n    }\n  }\n\n  deleteMerchantBudget = async (merchantBudgetGuid: string) => {\n    try {\n      await this.api.deleteMerchantBudget(merchantBudgetGuid)\n\n      runInAction(() => {\n        this.merchantBudgets = this.merchantBudgets.filter((b) => b.guid !== merchantBudgetGuid)\n      })\n      return { isSuccess: true }\n    } catch (error) {\n      console.error('Error deleting merchant budget:', error)\n      this.globalStore.captureException(error, { store: 'BudgetsStore' })\n      return { isSuccess: false }\n    }\n  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package/dist/core/types/localization/BudgetsCopy.d.ts

@@ -40,6 +40,7 @@ export interface BudgetsCopy {
     details_delete_button: string;
     details_edit_button: string;
     details_edit_title: string;
+    details_edit_title_subbudget: string;
     details_subbudgets_tab: string;
     details_title: string;
     details_transaction_drawer: string;
@@ -58,6 +59,7 @@ export interface BudgetsCopy {
     income_description: string;
     income_title: string;
     left_in_budgets: string;
+    monthly_total: string;
     overspent_in_budgets: string;
     overview_title: string;
     percent_spent: string;
@@ -79,6 +81,7 @@ export interface BudgetsCopy {
     status_on_track: string;
     success_alert_delete_merchant_budget: string;
     success_alert_edit_merchant_budget: string;
+    your_budget_summary: string;
     zero_state_budget_list_text: string;
     zero_state_description: string;
     zero_state_generate_budgets_header: string;

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

@@ -1,71 +1,77 @@
-import { buildDynamicCopy as d } from "./Localization.es.js";
-import { findDetailedCategory as _, findDetailedSubCategory as y } from "./CategoryUtil.es.js";
-import { formatCurrency as f } from "./NumberFormatting.es.js";
-var l = (r, t) => !r && !t ? 0 : !r && t ? 101 : t / r * 100, p = (r, t) => {
+import { buildDynamicCopy as f } from "./Localization.es.js";
+import { findDetailedCategory as _, findDetailedSubCategory as B } from "./CategoryUtil.es.js";
+import { formatCurrency as l } from "./NumberFormatting.es.js";
+var p = (n, t) => !n && !t ? 0 : !n && t ? 101 : t / n * 100, m = (n, t) => {
   const e = {
     background: t.palette.success.main,
-    description: r <= 100 ? t.palette.text.secondary : t.palette.error.main,
+    description: n <= 100 ? t.palette.text.secondary : t.palette.error.main,
     text: t.palette.common.white,
     mercury: t.palette.success.lighter
   };
-  return r > 100 ? (e.background = t.palette.error.main, e.mercury = t.palette.error.lighter) : r > 80 && (e.background = t.palette.warning.main, e.text = t.palette.grey[900], e.mercury = t.palette.warning.lighter), e;
-}, x = (r) => r.map((t) => {
+  return n > 100 ? (e.background = t.palette.error.main, e.mercury = t.palette.error.lighter) : n > 80 && (e.background = t.palette.warning.main, e.text = t.palette.grey[900], e.mercury = t.palette.warning.lighter), e;
+}, x = (n) => n.map((t) => {
   const e = t.transaction_total;
   return t.amount - e;
-}).reduce((t, e) => t + e, 0), w = (r, t, e, n) => {
-  const a = [];
-  for (const o of r) {
-    const i = _(t, o.category_guid);
-    if (!i) continue;
-    const u = i.totalAmount, s = l(o.amount, u), c = o.amount - u;
-    a.push({
-      ...o,
-      budgetColors: p(s, n),
-      category: i,
-      description: d(c < 0 ? e.budget_remaining_over : e.budget_remaining_left, f(Math.abs(c), "0,0")),
-      percentage: s,
+}).reduce((t, e) => t + e, 0), M = (n, t, e, a) => {
+  const s = [];
+  for (const r of n) {
+    const o = _(t, r.category_guid);
+    if (!o) continue;
+    const i = o.totalAmount, u = p(r.amount, i), g = r.amount - i;
+    s.push({
+      ...r,
+      budgetColors: m(u, a),
+      category: o,
+      description: f(g < 0 ? e.budget_remaining_over : e.budget_remaining_left, l(Math.abs(g), "0,0")),
+      percentage: u,
       subBudgets: [],
-      transaction_total: u
+      transaction_total: i
     });
   }
-  for (const o of r) {
-    const i = y(t, o.category_guid);
-    if (!i) continue;
-    const u = i.currentAmount, s = a.find((b) => b.category_guid === i.parent_guid);
-    if (!s) continue;
-    const c = o.amount - u, g = l(o.amount, u);
-    s && s.subBudgets.push({
-      ...o,
-      budgetColors: p(g, n),
-      category: i,
-      description: d(c < 0 ? e.budget_remaining_over : e.budget_remaining_left, f(Math.abs(c), "0,0")),
-      percentage: g,
+  for (const r of n) {
+    const o = B(t, r.category_guid);
+    if (!o) continue;
+    const i = o.currentAmount, u = s.find((d) => d.category_guid === o.parent_guid);
+    if (!u) continue;
+    const g = r.amount - i, c = p(r.amount, i);
+    u && u.subBudgets.push({
+      ...r,
+      budgetColors: m(c, a),
+      category: o,
+      description: f(g < 0 ? e.budget_remaining_over : e.budget_remaining_left, l(Math.abs(g), "0,0")),
+      percentage: c,
       subBudgets: [],
-      transaction_total: u
+      transaction_total: i
     });
   }
-  return a;
-}, m = (r, t) => r.find((e) => e.guid === t), D = (r, t, e) => {
-  const n = m(r, e);
-  if (n)
-    return m(n.subBudgets, t);
-}, M = (r, t) => {
-  const e = Math.max(0, t - r), n = t > 0 ? Math.min(100, r / t * 100) : 0;
-  let a = "success";
-  return n >= 100 ? a = "error" : n >= 50 && (a = "warning"), {
+  for (const r of s) if (r.subBudgets.length > 0) {
+    const o = r.subBudgets.reduce((c, d) => c + d.amount, 0);
+    r.amount = o;
+    const i = r.transaction_total, u = p(o, i), g = o - i;
+    r.percentage = u, r.budgetColors = m(u, a), r.description = f(g < 0 ? e.budget_remaining_over : e.budget_remaining_left, l(Math.abs(g), "0,0"));
+  }
+  return s;
+}, b = (n, t) => n.find((e) => e.guid === t), w = (n, t, e) => {
+  const a = b(n, e);
+  if (a)
+    return b(a.subBudgets, t);
+}, D = (n, t) => {
+  const e = Math.max(0, t - n), a = t > 0 ? Math.min(100, n / t * 100) : 0;
+  let s = "success";
+  return a >= 100 ? s = "error" : a >= 50 && (s = "warning"), {
     remainingAmount: e,
-    spentPercentage: n,
-    iconColor: a
+    spentPercentage: a,
+    iconColor: s
   };
 };
 export {
-  w as augmentBudgets,
-  m as findBudget,
-  D as findSubBudget,
-  p as getBudgetColors,
+  M as augmentBudgets,
+  b as findBudget,
+  w as findSubBudget,
+  m as getBudgetColors,
   x as getBudgetDifference,
-  l as getBudgetPercentage,
-  M as getRemainingAmountSpentPercentage
+  p as getBudgetPercentage,
+  D as getRemainingAmountSpentPercentage
 };
 
 //# sourceMappingURL=BudgetUtil.es.js.map

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

@@ -1 +1 @@
-{"version":3,"file":"BudgetUtil.es.js","names":[],"sources":["../../../src/core/utils/BudgetUtil.ts"],"sourcesContent":["import type { Theme } from '@mui/system'\n\nimport type { Budget, BudgetColors, BudgetsCopy, DetailedCategory, DetailedBudget } from '../types'\n\nimport { findDetailedCategory, findDetailedSubCategory } from './CategoryUtil'\nimport { formatCurrency } from './NumberFormatting'\nimport { buildDynamicCopy } from './Localization'\n\nexport const getBudgetPercentage = (budgetAmount: number, totalAmount: number) => {\n  // No budget amount and nothing spent results in zero percent and green bubble\n  if (!budgetAmount && !totalAmount) {\n    return 0\n  }\n\n  // No budget amount and money spent results in 101 percent and red bubble\n  if (!budgetAmount && totalAmount) {\n    return 101\n  }\n\n  // Budget amount and money spent results in calculating percentage for color\n  return (totalAmount / budgetAmount) * 100\n}\n\nexport const getBudgetColors = (percentage: number, theme: Theme) => {\n  const budgetColors: BudgetColors = {\n    background: theme.palette.success.main,\n    description: percentage <= 100 ? theme.palette.text.secondary : theme.palette.error.main,\n    text: theme.palette.common.white,\n    mercury: theme.palette.success.lighter,\n  }\n\n  if (percentage > 100) {\n    budgetColors.background = theme.palette.error.main\n    budgetColors.mercury = theme.palette.error.lighter\n  } else if (percentage > 80) {\n    budgetColors.background = theme.palette.warning.main\n    budgetColors.text = theme.palette.grey['900']\n    budgetColors.mercury = theme.palette.warning.lighter\n  }\n\n  return budgetColors\n}\n\nexport const getBudgetDifference = (budgets: DetailedBudget[]) => {\n  const differences = budgets.map((budget) => {\n    const currentAmount = budget.transaction_total\n    const totalAmount = budget.amount\n    return totalAmount - currentAmount\n  })\n\n  return differences.reduce((total, difference) => total + difference, 0)\n}\n\nexport const augmentBudgets = (\n  budgets: Budget[],\n  categories: DetailedCategory[],\n  copy: BudgetsCopy,\n  theme: Theme,\n): DetailedBudget[] => {\n  const detailedBudgets = [] as DetailedBudget[]\n\n  // Top-level Categories\n  for (const budget of budgets) {\n    const category = findDetailedCategory(categories, budget.category_guid)\n    if (!category) continue\n\n    const spent = category.totalAmount\n\n    const percentage = getBudgetPercentage(budget.amount, spent)\n    const difference = budget.amount - spent\n\n    detailedBudgets.push({\n      ...budget,\n      budgetColors: getBudgetColors(percentage, theme),\n      category,\n      description: buildDynamicCopy(\n        difference < 0 ? copy.budget_remaining_over : copy.budget_remaining_left,\n        formatCurrency(Math.abs(difference), '0,0'),\n      ) as string,\n      percentage,\n      subBudgets: [],\n      transaction_total: spent,\n    })\n  }\n\n  // Sub categories\n  for (const budget of budgets) {\n    const category = findDetailedSubCategory(categories, budget.category_guid)\n    if (!category) continue\n\n    const spent = category.currentAmount\n\n    const parentBudget = detailedBudgets.find((b) => b.category_guid === category.parent_guid)\n    if (!parentBudget) continue\n\n    const difference = budget.amount - spent\n    const percentage = getBudgetPercentage(budget.amount, spent)\n\n    if (parentBudget) {\n      parentBudget.subBudgets.push({\n        ...budget,\n        budgetColors: getBudgetColors(percentage, theme),\n        category,\n        description: buildDynamicCopy(\n          difference < 0 ? copy.budget_remaining_over : copy.budget_remaining_left,\n          formatCurrency(Math.abs(difference), '0,0'),\n        ) as string,\n        percentage,\n        subBudgets: [],\n        transaction_total: spent,\n      })\n    }\n  }\n\n  return detailedBudgets\n}\n\nexport const findBudget = (budgets: DetailedBudget[], guid: string): DetailedBudget | undefined => {\n  return budgets.find((budget) => budget.guid === guid)\n}\n\nexport const findSubBudget = (\n  budgets: DetailedBudget[],\n  guid: string,\n  parentGuid: string,\n): DetailedBudget | undefined => {\n  const parent = findBudget(budgets, parentGuid)\n  if (!parent) return undefined\n\n  return findBudget(parent.subBudgets, guid)\n}\n\nexport const getRemainingAmountSpentPercentage = (totalTransaction: number, amount: number) => {\n  const remainingAmount = Math.max(0, amount - totalTransaction)\n  const spentPercentage = amount > 0 ? 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+{"version":3,"file":"BudgetUtil.es.js","names":[],"sources":["../../../src/core/utils/BudgetUtil.ts"],"sourcesContent":["import type { Theme } from '@mui/system'\n\nimport type { Budget, BudgetColors, BudgetsCopy, DetailedCategory, DetailedBudget } from '../types'\n\nimport { findDetailedCategory, findDetailedSubCategory } from './CategoryUtil'\nimport { formatCurrency } from './NumberFormatting'\nimport { buildDynamicCopy } from './Localization'\n\nexport const getBudgetPercentage = (budgetAmount: number, totalAmount: number) => {\n  // No budget amount and nothing spent results in zero percent and green bubble\n  if (!budgetAmount && !totalAmount) {\n    return 0\n  }\n\n  // No budget amount and money spent results in 101 percent and red bubble\n  if (!budgetAmount && totalAmount) {\n    return 101\n  }\n\n  // Budget amount and money spent results in calculating percentage for color\n  return (totalAmount / budgetAmount) * 100\n}\n\nexport const getBudgetColors = (percentage: number, theme: Theme) => {\n  const budgetColors: BudgetColors = {\n    background: theme.palette.success.main,\n    description: percentage <= 100 ? theme.palette.text.secondary : theme.palette.error.main,\n    text: theme.palette.common.white,\n    mercury: theme.palette.success.lighter,\n  }\n\n  if (percentage > 100) {\n    budgetColors.background = theme.palette.error.main\n    budgetColors.mercury = theme.palette.error.lighter\n  } else if (percentage > 80) {\n    budgetColors.background = theme.palette.warning.main\n    budgetColors.text = theme.palette.grey['900']\n    budgetColors.mercury = theme.palette.warning.lighter\n  }\n\n  return budgetColors\n}\n\nexport const getBudgetDifference = (budgets: DetailedBudget[]) => {\n  const differences = budgets.map((budget) => {\n    const currentAmount = budget.transaction_total\n    const totalAmount = budget.amount\n    return totalAmount - currentAmount\n  })\n\n  return differences.reduce((total, difference) => total + difference, 0)\n}\n\nexport const augmentBudgets = (\n  budgets: Budget[],\n  categories: DetailedCategory[],\n  copy: BudgetsCopy,\n  theme: Theme,\n): DetailedBudget[] => {\n  const detailedBudgets = [] as DetailedBudget[]\n\n  // Top-level Categories\n  for (const budget of budgets) {\n    const category = findDetailedCategory(categories, budget.category_guid)\n    if (!category) continue\n\n    const spent = category.totalAmount\n\n    const percentage = getBudgetPercentage(budget.amount, spent)\n    const difference = budget.amount - spent\n\n    detailedBudgets.push({\n      ...budget,\n      budgetColors: getBudgetColors(percentage, theme),\n      category,\n      description: buildDynamicCopy(\n        difference < 0 ? copy.budget_remaining_over : copy.budget_remaining_left,\n        formatCurrency(Math.abs(difference), '0,0'),\n      ) as string,\n      percentage,\n      subBudgets: [],\n      transaction_total: spent,\n    })\n  }\n\n  // Sub categories\n  for (const budget of budgets) {\n    const category = findDetailedSubCategory(categories, budget.category_guid)\n    if (!category) continue\n\n    const spent = category.currentAmount\n\n    const parentBudget = detailedBudgets.find((b) => b.category_guid === category.parent_guid)\n    if (!parentBudget) continue\n\n    const difference = budget.amount - spent\n    const percentage = getBudgetPercentage(budget.amount, spent)\n\n    if (parentBudget) {\n      parentBudget.subBudgets.push({\n        ...budget,\n        budgetColors: getBudgetColors(percentage, theme),\n        category,\n        description: buildDynamicCopy(\n          difference < 0 ? copy.budget_remaining_over : copy.budget_remaining_left,\n          formatCurrency(Math.abs(difference), '0,0'),\n        ) as string,\n        percentage,\n        subBudgets: [],\n        transaction_total: spent,\n      })\n    }\n  }\n\n  for (const parentBudget of detailedBudgets) {\n    if (parentBudget.subBudgets.length > 0) {\n      const totalSubBudgetAmount = parentBudget.subBudgets.reduce(\n        (total, subBudget) => total + subBudget.amount,\n        0,\n      )\n      parentBudget.amount = totalSubBudgetAmount\n\n      const spent = parentBudget.transaction_total\n      const percentage = getBudgetPercentage(totalSubBudgetAmount, spent)\n      const difference = totalSubBudgetAmount - spent\n\n      parentBudget.percentage = percentage\n      parentBudget.budgetColors = getBudgetColors(percentage, theme)\n      parentBudget.description = buildDynamicCopy(\n        difference < 0 ? copy.budget_remaining_over : copy.budget_remaining_left,\n        formatCurrency(Math.abs(difference), '0,0'),\n      ) as string\n    }\n  }\n\n  return detailedBudgets\n}\n\nexport const findBudget = (budgets: DetailedBudget[], guid: string): DetailedBudget | undefined => {\n  return budgets.find((budget) => budget.guid === guid)\n}\n\nexport const findSubBudget = (\n  budgets: DetailedBudget[],\n  guid: string,\n  parentGuid: string,\n): DetailedBudget | undefined => {\n  const parent = findBudget(budgets, parentGuid)\n  if (!parent) return undefined\n\n  return findBudget(parent.subBudgets, guid)\n}\n\nexport const getRemainingAmountSpentPercentage = (totalTransaction: number, amount: number) => {\n  const remainingAmount = Math.max(0, amount - totalTransaction)\n  const spentPercentage = amount > 0 ? 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package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@mx-cartographer/experiences",
-  "version": "9.4.0",
+  "version": "9.4.1-alpha.al0",
   "description": "Library containing experience widgets",
   "author": "MX",
   "license": "MIT",