@mx-cartographer/experiences 9.4.2 → 9.4.4

package/CHANGELOG.md

@@ -1,5 +1,14 @@
-## [9.4.2] - 08-26-2026
+## [9.4.4] - 08-26-2026
+
+- **CHANGED** - Investments widget now disables (not hides) the Allocation and Analysis tabs, with an explanatory tooltip, when the selected accounts have no data to render; the active tab resets to Overview if it becomes disabled
+- **FIXED** - The Analysis tab now stays disabled for partially-enriched holdings whose style weights fall outside the render band, so it no longer enables onto an all-zero grid
+
+## [9.4.3] - 08-26-2026
 
+- **ADDED** - Pass category_guid and main_class_guid when creating repeating transactions (MEW-4051)
+- **ADDED** - Filter selectable transactions for recurring creation to merchant-backed transactions or eligible merchantless bills and income (MEW-4051)
+
+## [9.4.2] - 08-26-2026
 - **ADDED** - Sub budget totals now roll up to parent budget total
 - **ADDED** - Destructive cascade delete of sub-budgets when a parent budget is deleted
 - **REMOVED** - Un-budgeted projected income line

package/dist/core/constants/Investments.d.ts

@@ -2,6 +2,9 @@ export declare enum AnalysisType {
     Stocks = "stocks",
     Bonds = "bonds"
 }
+export declare const ALLOCATION_KEYS: readonly ["allocations_cash", "allocations_convertible", "allocations_foreign_bond", "allocations_foreign_stock", "allocations_other", "allocations_preferred", "allocations_us_bond", "allocations_us_stock", "allocations_unknown"];
+export type AllocationKey = (typeof ALLOCATION_KEYS)[number];
+export declare const STYLE_WEIGHT_KEYS: readonly ["large_core_weight", "large_growth_weight", "large_value_weight", "mid_core_weight", "mid_growth_weight", "mid_value_weight", "small_core_weight", "small_growth_weight", "small_value_weight", "unknown_weight"];
 export declare const EquityClassificationTypes: {
     UNKNOWN: number;
     LARGE_VALUE: number;

package/dist/core/constants/Investments.es.js

@@ -1,6 +1,27 @@
-var I = /* @__PURE__ */ (function(E) {
-  return E.Stocks = "stocks", E.Bonds = "bonds", E;
-})({}), L = {
+var E = /* @__PURE__ */ (function(_) {
+  return _.Stocks = "stocks", _.Bonds = "bonds", _;
+})({}), o = [
+  "allocations_cash",
+  "allocations_convertible",
+  "allocations_foreign_bond",
+  "allocations_foreign_stock",
+  "allocations_other",
+  "allocations_preferred",
+  "allocations_us_bond",
+  "allocations_us_stock",
+  "allocations_unknown"
+], a = [
+  "large_core_weight",
+  "large_growth_weight",
+  "large_value_weight",
+  "mid_core_weight",
+  "mid_growth_weight",
+  "mid_value_weight",
+  "small_core_weight",
+  "small_growth_weight",
+  "small_value_weight",
+  "unknown_weight"
+], i = {
   UNKNOWN: 0,
   LARGE_VALUE: 1,
   LARGE_CORE: 2,
@@ -11,7 +32,7 @@ var I = /* @__PURE__ */ (function(E) {
   SMALL_VALUE: 7,
   SMALL_CORE: 8,
   SMALL_GROWTH: 9
-}, M = {
+}, I = {
   0: "UNKNOWN",
   1: "LARGE_VALUE",
   2: "LARGE_CORE",
@@ -22,7 +43,7 @@ var I = /* @__PURE__ */ (function(E) {
   7: "SMALL_VALUE",
   8: "SMALL_CORE",
   9: "SMALL_GROWTH"
-}, _ = {
+}, L = {
   UNKNOWN: 0,
   HIGH_LIMITED: 1,
   HIGH_MODERATE: 2,
@@ -33,7 +54,7 @@ var I = /* @__PURE__ */ (function(E) {
   LOW_LIMITED: 7,
   LOW_MODERATE: 8,
   LOW_EXTENSIVE: 9
-}, O = {
+}, t = {
   0: "UNKNOWN",
   1: "HIGH_LIMITED",
   2: "HIGH_MODERATE",
@@ -46,11 +67,13 @@ var I = /* @__PURE__ */ (function(E) {
   9: "LOW_EXTENSIVE"
 };
 export {
-  I as AnalysisType,
-  L as EquityClassificationTypes,
-  M as EquityClassificationValues,
-  _ as FixedIncomeClassificationTypes,
-  O as FixedIncomeClassificationValues
+  o as ALLOCATION_KEYS,
+  E as AnalysisType,
+  i as EquityClassificationTypes,
+  I as EquityClassificationValues,
+  L as FixedIncomeClassificationTypes,
+  t as FixedIncomeClassificationValues,
+  a as STYLE_WEIGHT_KEYS
 };
 
 //# sourceMappingURL=Investments.es.js.map

package/dist/core/constants/Investments.es.js.map

@@ -1 +1 @@
-{"version":3,"file":"Investments.es.js","names":[],"sources":["../../../src/core/constants/Investments.ts"],"sourcesContent":["export enum AnalysisType {\n  Stocks = 'stocks',\n  Bonds = 'bonds',\n}\n\nexport const EquityClassificationTypes = {\n  UNKNOWN: 0,\n  LARGE_VALUE: 1,\n  LARGE_CORE: 2,\n  LARGE_GROWTH: 3,\n  MID_VALUE: 4,\n  MID_CORE: 5,\n  MID_GROWTH: 6,\n  SMALL_VALUE: 7,\n  SMALL_CORE: 8,\n  SMALL_GROWTH: 9,\n}\n\nexport const EquityClassificationValues = {\n  0: 'UNKNOWN',\n  1: 'LARGE_VALUE',\n  2: 'LARGE_CORE',\n  3: 'LARGE_GROWTH',\n  4: 'MID_VALUE',\n  5: 'MID_CORE',\n  6: 'MID_GROWTH',\n  7: 'SMALL_VALUE',\n  8: 'SMALL_CORE',\n  9: 'SMALL_GROWTH',\n}\n\nexport const FixedIncomeClassificationTypes = {\n  UNKNOWN: 0,\n  HIGH_LIMITED: 1,\n  HIGH_MODERATE: 2,\n  HIGH_EXTENSIVE: 3,\n  MEDIUM_LIMITED: 4,\n  MEDIUM_MODERATE: 5,\n  MEDIUM_EXTENSIVE: 6,\n  LOW_LIMITED: 7,\n  LOW_MODERATE: 8,\n  LOW_EXTENSIVE: 9,\n}\n\nexport const FixedIncomeClassificationValues = {\n  0: 'UNKNOWN',\n  1: 'HIGH_LIMITED',\n  2: 'HIGH_MODERATE',\n  3: 'HIGH_EXTENSIVE',\n  4: 'MEDIUM_LIMITED',\n  5: 'MEDIUM_MODERATE',\n  6: 'MEDIUM_EXTENSIVE',\n  7: 'LOW_LIMITED',\n  8: 'LOW_MODERATE',\n  9: 'LOW_EXTENSIVE',\n}\n"],"mappings":"AAAA,IAAY,IAAL,0BAAA,GAAA;AACL,SAAA,EAAA,SAAA,UACA,EAAA,QAAA;AACF,GAAA,CAAA,CAAA,GAEa,IAA4B;AAAA,EACvC,SAAS;AAAA,EACT,aAAa;AAAA,EACb,YAAY;AAAA,EACZ,cAAc;AAAA,EACd,WAAW;AAAA,EACX,UAAU;AAAA,EACV,YAAY;AAAA,EACZ,aAAa;AAAA,EACb,YAAY;AAAA,EACZ,cAAc;AAChB,GAEa,IAA6B;AAAA,EACxC,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AACL,GAEa,IAAiC;AAAA,EAC5C,SAAS;AAAA,EACT,cAAc;AAAA,EACd,eAAe;AAAA,EACf,gBAAgB;AAAA,EAChB,gBAAgB;AAAA,EAChB,iBAAiB;AAAA,EACjB,kBAAkB;AAAA,EAClB,aAAa;AAAA,EACb,cAAc;AAAA,EACd,eAAe;AACjB,GAEa,IAAkC;AAAA,EAC7C,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AACL"}
+{"version":3,"file":"Investments.es.js","names":[],"sources":["../../../src/core/constants/Investments.ts"],"sourcesContent":["import type { Holding } from '../types/Holding'\n\nexport enum AnalysisType {\n  Stocks = 'stocks',\n  Bonds = 'bonds',\n}\n\n// The nine Morningstar allocation weights on a holding. Order is significant:\n// it maps positionally to the `allocations_list` copy display names.\nexport const ALLOCATION_KEYS = [\n  'allocations_cash',\n  'allocations_convertible',\n  'allocations_foreign_bond',\n  'allocations_foreign_stock',\n  'allocations_other',\n  'allocations_preferred',\n  'allocations_us_bond',\n  'allocations_us_stock',\n  'allocations_unknown',\n] as const satisfies readonly (keyof Holding)[]\n\nexport type AllocationKey = (typeof ALLOCATION_KEYS)[number]\n\n// The ten style-box weights (equity + fixed-income share the same buckets).\nexport const STYLE_WEIGHT_KEYS = [\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] as const satisfies readonly (keyof Holding)[]\n\nexport const EquityClassificationTypes = {\n  UNKNOWN: 0,\n  LARGE_VALUE: 1,\n  LARGE_CORE: 2,\n  LARGE_GROWTH: 3,\n  MID_VALUE: 4,\n  MID_CORE: 5,\n  MID_GROWTH: 6,\n  SMALL_VALUE: 7,\n  SMALL_CORE: 8,\n  SMALL_GROWTH: 9,\n}\n\nexport const EquityClassificationValues = {\n  0: 'UNKNOWN',\n  1: 'LARGE_VALUE',\n  2: 'LARGE_CORE',\n  3: 'LARGE_GROWTH',\n  4: 'MID_VALUE',\n  5: 'MID_CORE',\n  6: 'MID_GROWTH',\n  7: 'SMALL_VALUE',\n  8: 'SMALL_CORE',\n  9: 'SMALL_GROWTH',\n}\n\nexport const FixedIncomeClassificationTypes = {\n  UNKNOWN: 0,\n  HIGH_LIMITED: 1,\n  HIGH_MODERATE: 2,\n  HIGH_EXTENSIVE: 3,\n  MEDIUM_LIMITED: 4,\n  MEDIUM_MODERATE: 5,\n  MEDIUM_EXTENSIVE: 6,\n  LOW_LIMITED: 7,\n  LOW_MODERATE: 8,\n  LOW_EXTENSIVE: 9,\n}\n\nexport const FixedIncomeClassificationValues = {\n  0: 'UNKNOWN',\n  1: 'HIGH_LIMITED',\n  2: 'HIGH_MODERATE',\n  3: 'HIGH_EXTENSIVE',\n  4: 'MEDIUM_LIMITED',\n  5: 'MEDIUM_MODERATE',\n  6: 'MEDIUM_EXTENSIVE',\n  7: 'LOW_LIMITED',\n  8: 'LOW_MODERATE',\n  9: 'LOW_EXTENSIVE',\n}\n"],"mappings":"AAEA,IAAY,IAAL,0BAAA,GAAA;AACL,SAAA,EAAA,SAAA,UACA,EAAA,QAAA;AACF,GAAA,CAAA,CAAA,GAIa,IAAkB;AAAA,EAC7B;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AACF,GAKa,IAAoB;AAAA,EAC/B;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AACF,GAEa,IAA4B;AAAA,EACvC,SAAS;AAAA,EACT,aAAa;AAAA,EACb,YAAY;AAAA,EACZ,cAAc;AAAA,EACd,WAAW;AAAA,EACX,UAAU;AAAA,EACV,YAAY;AAAA,EACZ,aAAa;AAAA,EACb,YAAY;AAAA,EACZ,cAAc;AAChB,GAEa,IAA6B;AAAA,EACxC,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AACL,GAEa,IAAiC;AAAA,EAC5C,SAAS;AAAA,EACT,cAAc;AAAA,EACd,eAAe;AAAA,EACf,gBAAgB;AAAA,EAChB,gBAAgB;AAAA,EAChB,iBAAiB;AAAA,EACjB,kBAAkB;AAAA,EAClB,aAAa;AAAA,EACb,cAAc;AAAA,EACd,eAAe;AACjB,GAEa,IAAkC;AAAA,EAC7C,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AAAA,EACH,GAAG;AACL"}

package/dist/core/constants/repeatingTransactions.d.ts

@@ -8,3 +8,9 @@ export declare enum RecurrenceTypes {
     EveryOtherQuarter = 6,
     EveryYear = 7
 }
+export declare const MainClassGuids: {
+    readonly PAYROLL: "MNC-bfc102ab-d4c3-41a7-9cf6-fdbf2e1ed7ea";
+    readonly PAYROLL_QA: "MNC-cc857751-2758-4f50-bdfe-d1210f40a155";
+};
+export declare const ALLOWED_MERCHANTLESS_BILL_CATEGORIES: readonly [string, string, string, string, string, string, string];
+export declare const ALLOWED_MERCHANTLESS_INCOME_MAIN_CLASSES: readonly ["MNC-bfc102ab-d4c3-41a7-9cf6-fdbf2e1ed7ea", "MNC-cc857751-2758-4f50-bdfe-d1210f40a155"];

package/dist/core/constants/repeatingTransactions.es.js

@@ -1,7 +1,22 @@
-var v = /* @__PURE__ */ (function(t) {
-  return t[t.Unknown = 0] = "Unknown", t[t.EveryWeek = 1] = "EveryWeek", t[t.EveryOtherWeek = 2] = "EveryOtherWeek", t[t.EveryMonth = 3] = "EveryMonth", t[t.EveryOtherMonth = 4] = "EveryOtherMonth", t[t.EveryQuarter = 5] = "EveryQuarter", t[t.EveryOtherQuarter = 6] = "EveryOtherQuarter", t[t.EveryYear = 7] = "EveryYear", t;
-})({});
+import { CategoryGuids as L } from "./Category.es.js";
+var v = /* @__PURE__ */ (function(E) {
+  return E[E.Unknown = 0] = "Unknown", E[E.EveryWeek = 1] = "EveryWeek", E[E.EveryOtherWeek = 2] = "EveryOtherWeek", E[E.EveryMonth = 3] = "EveryMonth", E[E.EveryOtherMonth = 4] = "EveryOtherMonth", E[E.EveryQuarter = 5] = "EveryQuarter", E[E.EveryOtherQuarter = 6] = "EveryOtherQuarter", E[E.EveryYear = 7] = "EveryYear", E;
+})({}), O = {
+  PAYROLL: "MNC-bfc102ab-d4c3-41a7-9cf6-fdbf2e1ed7ea",
+  PAYROLL_QA: "MNC-cc857751-2758-4f50-bdfe-d1210f40a155"
+}, a = [
+  L.MORTGAGE_RENT,
+  L.BILLS_AND_UTILITIES,
+  L.HOME_PHONE,
+  L.INTERNET,
+  L.MOBILE_PHONE,
+  L.TELEVISION,
+  L.UTILITIES
+], A = [O.PAYROLL, O.PAYROLL_QA];
 export {
+  a as ALLOWED_MERCHANTLESS_BILL_CATEGORIES,
+  A as ALLOWED_MERCHANTLESS_INCOME_MAIN_CLASSES,
+  O as MainClassGuids,
   v as RecurrenceTypes
 };
 

package/dist/core/constants/repeatingTransactions.es.js.map

@@ -1 +1 @@
-{"version":3,"file":"repeatingTransactions.es.js","names":[],"sources":["../../../src/core/constants/repeatingTransactions.ts"],"sourcesContent":["export enum RecurrenceTypes {\n  Unknown = 0,\n  EveryWeek = 1,\n  EveryOtherWeek = 2,\n  EveryMonth = 3,\n  EveryOtherMonth = 4,\n  EveryQuarter = 5,\n  EveryOtherQuarter = 6,\n  EveryYear = 7,\n}\n"],"mappings":"AAAA,IAAY,IAAL,0BAAA,GAAA;AACL,SAAA,EAAA,EAAA,UAAA,CAAA,IAAA,WACA,EAAA,EAAA,YAAA,CAAA,IAAA,aACA,EAAA,EAAA,iBAAA,CAAA,IAAA,kBACA,EAAA,EAAA,aAAA,CAAA,IAAA,cACA,EAAA,EAAA,kBAAA,CAAA,IAAA,mBACA,EAAA,EAAA,eAAA,CAAA,IAAA,gBACA,EAAA,EAAA,oBAAA,CAAA,IAAA,qBACA,EAAA,EAAA,YAAA,CAAA,IAAA;AACF,GAAA,CAAA,CAAA"}
+{"version":3,"file":"repeatingTransactions.es.js","names":[],"sources":["../../../src/core/constants/repeatingTransactions.ts"],"sourcesContent":["import { CategoryGuids } from './Category'\n\nexport enum RecurrenceTypes {\n  Unknown = 0,\n  EveryWeek = 1,\n  EveryOtherWeek = 2,\n  EveryMonth = 3,\n  EveryOtherMonth = 4,\n  EveryQuarter = 5,\n  EveryOtherQuarter = 6,\n  EveryYear = 7,\n}\n\nexport const MainClassGuids = {\n  PAYROLL: 'MNC-bfc102ab-d4c3-41a7-9cf6-fdbf2e1ed7ea',\n  PAYROLL_QA: 'MNC-cc857751-2758-4f50-bdfe-d1210f40a155',\n} as const\n\nexport const ALLOWED_MERCHANTLESS_BILL_CATEGORIES = [\n  CategoryGuids.MORTGAGE_RENT,\n  CategoryGuids.BILLS_AND_UTILITIES,\n  CategoryGuids.HOME_PHONE,\n  CategoryGuids.INTERNET,\n  CategoryGuids.MOBILE_PHONE,\n  CategoryGuids.TELEVISION,\n  CategoryGuids.UTILITIES,\n] as const\n\nexport const ALLOWED_MERCHANTLESS_INCOME_MAIN_CLASSES = [\n  MainClassGuids.PAYROLL,\n  MainClassGuids.PAYROLL_QA,\n] as const\n"],"mappings":";AAEA,IAAY,IAAL,0BAAA,GAAA;AACL,SAAA,EAAA,EAAA,UAAA,CAAA,IAAA,WACA,EAAA,EAAA,YAAA,CAAA,IAAA,aACA,EAAA,EAAA,iBAAA,CAAA,IAAA,kBACA,EAAA,EAAA,aAAA,CAAA,IAAA,cACA,EAAA,EAAA,kBAAA,CAAA,IAAA,mBACA,EAAA,EAAA,eAAA,CAAA,IAAA,gBACA,EAAA,EAAA,oBAAA,CAAA,IAAA,qBACA,EAAA,EAAA,YAAA,CAAA,IAAA;AACF,GAAA,CAAA,CAAA,GAEa,IAAiB;AAAA,EAC5B,SAAS;AAAA,EACT,YAAY;AACd,GAEa,IAAuC;AAAA,EAClD,EAAc;AAAA,EACd,EAAc;AAAA,EACd,EAAc;AAAA,EACd,EAAc;AAAA,EACd,EAAc;AAAA,EACd,EAAc;AAAA,EACd,EAAc;AAChB,GAEa,IAA2C,CACtD,EAAe,SACf,EAAe,UACjB"}

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

@@ -15,6 +15,9 @@ export declare class HoldingStore {
         [x: string]: number;
     };
     get visibleHoldings(): Holding[];
+    get hasAllocationData(): boolean;
+    get hasAnalysisData(): boolean;
+    get selectedInvestmentAccounts(): import('..').DetailedAccount[];
     setHoldings: (holdings: Holding[]) => void;
     setShowConnectionsWidget: (value: boolean) => void;
     loadHoldings: () => Promise<void>;

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

@@ -1,60 +1,70 @@
-import { HoldingApi as e } from "../api/HoldingApi.es.js";
+import { HoldingApi as o } from "../api/HoldingApi.es.js";
 import { AnalysisType as n } from "../constants/Investments.es.js";
-import { analysisChartData as a, analysisDetailsData as r, mapDataToPercentageGrid as l } from "../utils/InvestmentUtil.es.js";
-import { makeAutoObservable as d, runInAction as h } from "mobx";
-var y = class {
+import { analysisChartData as a, analysisDetailsData as l, holdingHasAllocationData as r, holdingHasStyleData as d, mapDataToPercentageGrid as h } from "../utils/InvestmentUtil.es.js";
+import { makeAutoObservable as c, runInAction as g } from "mobx";
+var m = class {
   analysisType = n.Stocks;
-  api = new e("/", "");
+  api = new o("/", "");
   holdings = [];
   holdingsLoaded = !1;
   globalStore;
   showConnectionsWidget = !1;
-  constructor(i) {
-    this.globalStore = i, this.api = new e(i.endpoint, i.sessionToken, i.onError), d(this);
+  constructor(s) {
+    this.globalStore = s, this.api = new o(s.endpoint, s.sessionToken, s.onError), c(this);
   }
   get analysisChartData() {
-    return l(a(this.visibleHoldings), this.analysisType);
+    return h(a(this.visibleHoldings), this.analysisType);
   }
   get analysisDetails() {
-    return r(this.visibleHoldings)[this.analysisType] || {};
+    return l(this.visibleHoldings)[this.analysisType] || {};
   }
   get visibleHoldings() {
-    return this.holdings.filter((i) => this.globalStore.globalUiStore.selectedAccountGuids.includes(i.account_guid));
+    return this.holdings.filter((s) => this.globalStore.globalUiStore.selectedAccountGuids.includes(s.account_guid));
   }
-  setHoldings = (i) => {
-    this.holdings = i, this.holdingsLoaded = !0;
+  get hasAllocationData() {
+    return this.visibleHoldings.some(r) ? !0 : this.selectedInvestmentAccounts.some((s) => (s.cash_balance ?? 0) > 0);
+  }
+  get hasAnalysisData() {
+    return this.visibleHoldings.some(d);
+  }
+  get selectedInvestmentAccounts() {
+    const { selectedAccountGuids: s } = this.globalStore.globalUiStore;
+    return this.globalStore.accountStore.visibleInvestmentAccounts.filter((t) => s.includes(t.guid));
+  }
+  setHoldings = (s) => {
+    this.holdings = s, this.holdingsLoaded = !0;
   };
-  setShowConnectionsWidget = (i) => {
-    this.showConnectionsWidget = i;
+  setShowConnectionsWidget = (s) => {
+    this.showConnectionsWidget = s;
   };
   loadHoldings = async () => {
     try {
-      const i = await this.api.getHoldings();
-      this.setHoldings(i);
-    } catch (i) {
-      console.error("Error occurred while getting holdings:", i), this.globalStore.captureException(i, { store: "HoldingStore" });
+      const s = await this.api.getHoldings();
+      this.setHoldings(s);
+    } catch (s) {
+      console.error("Error occurred while getting holdings:", s), this.globalStore.captureException(s, { store: "HoldingStore" });
     }
   };
-  setAnalysisType = (i) => {
-    this.analysisType = i;
+  setAnalysisType = (s) => {
+    this.analysisType = s;
   };
-  updateHoldings = async (i) => {
+  updateHoldings = async (s) => {
     this.holdingsLoaded = !1;
     try {
-      const s = await this.api.updateHoldings(i), o = this.holdings.findIndex(({ guid: t }) => t === i.guid);
-      if (o >= 0) {
-        const t = [...this.holdings];
-        t[o] = s, h(() => {
-          this.holdings = t, this.holdingsLoaded = !0;
+      const t = await this.api.updateHoldings(s), e = this.holdings.findIndex(({ guid: i }) => i === s.guid);
+      if (e >= 0) {
+        const i = [...this.holdings];
+        i[e] = t, g(() => {
+          this.holdings = i, this.holdingsLoaded = !0;
         });
       }
-    } catch (s) {
-      console.error("Error occurred while updating holding:", s), this.globalStore.captureException(s, { store: "HoldingStore" });
+    } catch (t) {
+      console.error("Error occurred while updating holding:", t), this.globalStore.captureException(t, { store: "HoldingStore" });
     }
   };
 };
 export {
-  y as HoldingStore
+  m as HoldingStore
 };
 
 //# sourceMappingURL=HoldingStore.es.js.map

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

@@ -1 +1 @@
-{"version":3,"file":"HoldingStore.es.js","names":[],"sources":["../../../src/core/stores/HoldingStore.ts"],"sourcesContent":["import { makeAutoObservable, runInAction } from 'mobx'\n\nimport { HoldingApi } from '../api'\nimport { AnalysisType } from '../constants/Investments'\nimport { type Holding } from '../types'\nimport {\n  analysisChartData,\n  analysisDetailsData,\n  mapDataToPercentageGrid,\n} from '../utils/InvestmentUtil'\n\nimport { GlobalStore } from './GlobalStore'\n\nexport class HoldingStore {\n  analysisType: AnalysisType = AnalysisType.Stocks\n  api = new HoldingApi('/', '')\n  holdings: Holding[] = []\n  holdingsLoaded = false\n  globalStore: GlobalStore\n  showConnectionsWidget = false\n\n  constructor(globalStore: GlobalStore) {\n    this.globalStore = globalStore\n    this.api = new HoldingApi(globalStore.endpoint, globalStore.sessionToken, globalStore.onError)\n\n    makeAutoObservable(this)\n  }\n\n  get analysisChartData() {\n    return mapDataToPercentageGrid(analysisChartData(this.visibleHoldings), this.analysisType)\n  }\n\n  get analysisDetails() {\n    return analysisDetailsData(this.visibleHoldings)[this.analysisType] || {}\n  }\n\n  get visibleHoldings() {\n    return this.holdings.filter((holding) =>\n      this.globalStore.globalUiStore.selectedAccountGuids.includes(holding.account_guid),\n    )\n  }\n\n  setHoldings = (holdings: Holding[]) => {\n    this.holdings = holdings\n    this.holdingsLoaded = true\n  }\n\n  setShowConnectionsWidget = (value: boolean) => {\n    this.showConnectionsWidget = value\n  }\n\n  loadHoldings = async () => {\n    try {\n      const holdings = await this.api.getHoldings()\n      this.setHoldings(holdings)\n    } catch (error) {\n      console.error('Error occurred while getting holdings:', error)\n      this.globalStore.captureException(error, { store: 'HoldingStore' })\n    }\n  }\n\n  setAnalysisType = (analysisType: AnalysisType) => {\n    this.analysisType = analysisType\n  }\n\n  updateHoldings = async (holding: Holding) => {\n    this.holdingsLoaded = false\n    try {\n      const updatedHolding = await this.api.updateHoldings(holding)\n      const updatedIndex = this.holdings.findIndex(({ guid }) => guid === holding.guid)\n\n      if (updatedIndex >= 0) {\n        const holdings = [...this.holdings]\n        holdings[updatedIndex] = updatedHolding\n\n        runInAction(() => {\n          this.holdings = holdings\n          this.holdingsLoaded = true\n        })\n      }\n    } catch (error) {\n      console.error('Error occurred while updating holding:', error)\n      this.globalStore.captureException(error, { store: 'HoldingStore' })\n    }\n  }\n}\n"],"mappings":";;;;AAaA,IAAa,IAAb,MAA0B;AAAA,EACxB,eAA6B,EAAa;AAAA,EAC1C,MAAM,IAAI,EAAW,KAAK,EAAE;AAAA,EAC5B,WAAsB,CAAC;AAAA,EACvB,iBAAiB;AAAA,EACjB;AAAA,EACA,wBAAwB;AAAA,EAExB,YAAY,GAA0B;AACpC,SAAK,cAAc,GACnB,KAAK,MAAM,IAAI,EAAW,EAAY,UAAU,EAAY,cAAc,EAAY,OAAO,GAE7F,EAAmB,IAAI;AAAA,EACzB;AAAA,EAEA,IAAI,oBAAoB;AACtB,WAAO,EAAwB,EAAkB,KAAK,eAAe,GAAG,KAAK,YAAY;AAAA,EAC3F;AAAA,EAEA,IAAI,kBAAkB;AACpB,WAAO,EAAoB,KAAK,eAAe,EAAE,KAAK,YAAA,KAAiB,CAAC;AAAA,EAC1E;AAAA,EAEA,IAAI,kBAAkB;AACpB,WAAO,KAAK,SAAS,OAAA,CAAQ,MAC3B,KAAK,YAAY,cAAc,qBAAqB,SAAS,EAAQ,YAAY,CACnF;AAAA,EACF;AAAA,EAEA,cAAA,CAAe,MAAwB;AACrC,SAAK,WAAW,GAChB,KAAK,iBAAiB;AAAA,EACxB;AAAA,EAEA,2BAAA,CAA4B,MAAmB;AAC7C,SAAK,wBAAwB;AAAA,EAC/B;AAAA,EAEA,eAAe,YAAY;AACzB,QAAI;AACF,YAAM,IAAW,MAAM,KAAK,IAAI,YAAY;AAC5C,WAAK,YAAY,CAAQ;AAAA,IAC3B,SAAS,GAAO;AACd,cAAQ,MAAM,0CAA0C,CAAK,GAC7D,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,eAAe,CAAC;AAAA,IACpE;AAAA,EACF;AAAA,EAEA,kBAAA,CAAmB,MAA+B;AAChD,SAAK,eAAe;AAAA,EACtB;AAAA,EAEA,iBAAiB,OAAO,MAAqB;AAC3C,SAAK,iBAAiB;AACtB,QAAI;AACF,YAAM,IAAiB,MAAM,KAAK,IAAI,eAAe,CAAO,GACtD,IAAe,KAAK,SAAS,UAAA,CAAW,EAAE,MAAA,EAAA,MAAW,MAAS,EAAQ,IAAI;AAEhF,UAAI,KAAgB,GAAG;AACrB,cAAM,IAAW,CAAC,GAAG,KAAK,QAAQ;AAClC,QAAA,EAAS,CAAA,IAAgB,GAEzB,EAAA,MAAkB;AAChB,eAAK,WAAW,GAChB,KAAK,iBAAiB;AAAA,QACxB,CAAC;AAAA,MACH;AAAA,IACF,SAAS,GAAO;AACd,cAAQ,MAAM,0CAA0C,CAAK,GAC7D,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,eAAe,CAAC;AAAA,IACpE;AAAA,EACF;AACF"}
+{"version":3,"file":"HoldingStore.es.js","names":[],"sources":["../../../src/core/stores/HoldingStore.ts"],"sourcesContent":["import { makeAutoObservable, runInAction } from 'mobx'\n\nimport { HoldingApi } from '../api'\nimport { AnalysisType } from '../constants/Investments'\nimport { type Holding } from '../types'\nimport {\n  analysisChartData,\n  analysisDetailsData,\n  holdingHasAllocationData,\n  holdingHasStyleData,\n  mapDataToPercentageGrid,\n} from '../utils/InvestmentUtil'\n\nimport { GlobalStore } from './GlobalStore'\n\nexport class HoldingStore {\n  analysisType: AnalysisType = AnalysisType.Stocks\n  api = new HoldingApi('/', '')\n  holdings: Holding[] = []\n  holdingsLoaded = false\n  globalStore: GlobalStore\n  showConnectionsWidget = false\n\n  constructor(globalStore: GlobalStore) {\n    this.globalStore = globalStore\n    this.api = new HoldingApi(globalStore.endpoint, globalStore.sessionToken, globalStore.onError)\n\n    makeAutoObservable(this)\n  }\n\n  get analysisChartData() {\n    return mapDataToPercentageGrid(analysisChartData(this.visibleHoldings), this.analysisType)\n  }\n\n  get analysisDetails() {\n    return analysisDetailsData(this.visibleHoldings)[this.analysisType] || {}\n  }\n\n  get visibleHoldings() {\n    return this.holdings.filter((holding) =>\n      this.globalStore.globalUiStore.selectedAccountGuids.includes(holding.account_guid),\n    )\n  }\n\n  // Cash counts because a cash balance renders as a synthetic donut slice.\n  get hasAllocationData() {\n    if (this.visibleHoldings.some(holdingHasAllocationData)) return true\n\n    return this.selectedInvestmentAccounts.some((account) => (account.cash_balance ?? 0) > 0)\n  }\n\n  get hasAnalysisData() {\n    return this.visibleHoldings.some(holdingHasStyleData)\n  }\n\n  get selectedInvestmentAccounts() {\n    const { selectedAccountGuids } = this.globalStore.globalUiStore\n    return this.globalStore.accountStore.visibleInvestmentAccounts.filter((account) =>\n      selectedAccountGuids.includes(account.guid),\n    )\n  }\n\n  setHoldings = (holdings: Holding[]) => {\n    this.holdings = holdings\n    this.holdingsLoaded = true\n  }\n\n  setShowConnectionsWidget = (value: boolean) => {\n    this.showConnectionsWidget = value\n  }\n\n  loadHoldings = async () => {\n    try {\n      const holdings = await this.api.getHoldings()\n      this.setHoldings(holdings)\n    } catch (error) {\n      console.error('Error occurred while getting holdings:', error)\n      this.globalStore.captureException(error, { store: 'HoldingStore' })\n    }\n  }\n\n  setAnalysisType = (analysisType: AnalysisType) => {\n    this.analysisType = analysisType\n  }\n\n  updateHoldings = async (holding: Holding) => {\n    this.holdingsLoaded = false\n    try {\n      const updatedHolding = await this.api.updateHoldings(holding)\n      const updatedIndex = this.holdings.findIndex(({ guid }) => guid === holding.guid)\n\n      if (updatedIndex >= 0) {\n        const holdings = [...this.holdings]\n        holdings[updatedIndex] = updatedHolding\n\n        runInAction(() => {\n          this.holdings = holdings\n          this.holdingsLoaded = true\n        })\n      }\n    } catch (error) {\n      console.error('Error occurred while updating holding:', error)\n      this.globalStore.captureException(error, { store: 'HoldingStore' })\n    }\n  }\n}\n"],"mappings":";;;;AAeA,IAAa,IAAb,MAA0B;AAAA,EACxB,eAA6B,EAAa;AAAA,EAC1C,MAAM,IAAI,EAAW,KAAK,EAAE;AAAA,EAC5B,WAAsB,CAAC;AAAA,EACvB,iBAAiB;AAAA,EACjB;AAAA,EACA,wBAAwB;AAAA,EAExB,YAAY,GAA0B;AACpC,SAAK,cAAc,GACnB,KAAK,MAAM,IAAI,EAAW,EAAY,UAAU,EAAY,cAAc,EAAY,OAAO,GAE7F,EAAmB,IAAI;AAAA,EACzB;AAAA,EAEA,IAAI,oBAAoB;AACtB,WAAO,EAAwB,EAAkB,KAAK,eAAe,GAAG,KAAK,YAAY;AAAA,EAC3F;AAAA,EAEA,IAAI,kBAAkB;AACpB,WAAO,EAAoB,KAAK,eAAe,EAAE,KAAK,YAAA,KAAiB,CAAC;AAAA,EAC1E;AAAA,EAEA,IAAI,kBAAkB;AACpB,WAAO,KAAK,SAAS,OAAA,CAAQ,MAC3B,KAAK,YAAY,cAAc,qBAAqB,SAAS,EAAQ,YAAY,CACnF;AAAA,EACF;AAAA,EAGA,IAAI,oBAAoB;AACtB,WAAI,KAAK,gBAAgB,KAAK,CAAwB,IAAU,KAEzD,KAAK,2BAA2B,KAAA,CAAM,OAAa,EAAQ,gBAAgB,KAAK,CAAC;AAAA,EAC1F;AAAA,EAEA,IAAI,kBAAkB;AACpB,WAAO,KAAK,gBAAgB,KAAK,CAAmB;AAAA,EACtD;AAAA,EAEA,IAAI,6BAA6B;AAC/B,UAAM,EAAE,sBAAA,EAAA,IAAyB,KAAK,YAAY;AAClD,WAAO,KAAK,YAAY,aAAa,0BAA0B,OAAA,CAAQ,MACrE,EAAqB,SAAS,EAAQ,IAAI,CAC5C;AAAA,EACF;AAAA,EAEA,cAAA,CAAe,MAAwB;AACrC,SAAK,WAAW,GAChB,KAAK,iBAAiB;AAAA,EACxB;AAAA,EAEA,2BAAA,CAA4B,MAAmB;AAC7C,SAAK,wBAAwB;AAAA,EAC/B;AAAA,EAEA,eAAe,YAAY;AACzB,QAAI;AACF,YAAM,IAAW,MAAM,KAAK,IAAI,YAAY;AAC5C,WAAK,YAAY,CAAQ;AAAA,IAC3B,SAAS,GAAO;AACd,cAAQ,MAAM,0CAA0C,CAAK,GAC7D,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,eAAe,CAAC;AAAA,IACpE;AAAA,EACF;AAAA,EAEA,kBAAA,CAAmB,MAA+B;AAChD,SAAK,eAAe;AAAA,EACtB;AAAA,EAEA,iBAAiB,OAAO,MAAqB;AAC3C,SAAK,iBAAiB;AACtB,QAAI;AACF,YAAM,IAAiB,MAAM,KAAK,IAAI,eAAe,CAAO,GACtD,IAAe,KAAK,SAAS,UAAA,CAAW,EAAE,MAAA,EAAA,MAAW,MAAS,EAAQ,IAAI;AAEhF,UAAI,KAAgB,GAAG;AACrB,cAAM,IAAW,CAAC,GAAG,KAAK,QAAQ;AAClC,QAAA,EAAS,CAAA,IAAgB,GAEzB,EAAA,MAAkB;AAChB,eAAK,WAAW,GAChB,KAAK,iBAAiB;AAAA,QACxB,CAAC;AAAA,MACH;AAAA,IACF,SAAS,GAAO;AACd,cAAQ,MAAM,0CAA0C,CAAK,GAC7D,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,eAAe,CAAC;AAAA,IACpE;AAAA,EACF;AACF"}

package/dist/core/types/RepeatingTransaction.d.ts

@@ -30,7 +30,9 @@ export declare enum RepeatingType {
 export interface RepeatingTransaction {
     guid: string;
     account_guid: string;
+    category_guid?: string | null;
     created_by: number;
+    main_class_guid?: string | null;
     member_guid: string;
     merchant_guid?: string | null;
     user_guid: string;

package/dist/core/types/RepeatingTransaction.es.js.map

@@ -1 +1 @@
-{"version":3,"file":"RepeatingTransaction.es.js","names":[],"sources":["../../../src/core/types/RepeatingTransaction.ts"],"sourcesContent":["import { Account } from './Account'\nimport { Transaction, TransactionType } from './Transaction'\n\nexport enum Frequency {\n  Unknown = 0,\n  EveryWeek = 1,\n  EveryOtherWeek = 2,\n  EveryMonth = 3,\n  EveryOtherMonth = 4,\n  EveryQuarter = 5,\n  EveryOtherQuarter = 6,\n  EveryYear = 7,\n  TwiceAMonth = 8,\n}\n\nexport enum RecurrenceStatus {\n  Paid = 0,\n  Missed = 1,\n  Upcoming = 2,\n}\n\nexport enum RecurrenceType {\n  Expense = 0,\n  Income = 1,\n}\n\nexport enum RepeatingType {\n  Unknown = 0,\n  Subscription = 1,\n  Bill = 2,\n  Income = 3,\n  Transfer = 4,\n}\n\nexport interface RepeatingTransaction {\n  // API fields\n  guid: string\n  account_guid: string\n  created_by: number\n  member_guid: string\n  merchant_guid?: string | null\n  user_guid: string\n  description: string\n  amount: number\n  predicted_occurs_on: string\n  transaction_type: TransactionType\n  recurrence_type: Frequency\n  recurrence_day: number\n  repeating_transaction_type: RepeatingType\n  second_recurrence_day?: number\n\n  // UI fields\n  account?: Account\n  transactions: Transaction[]\n}\n\nexport interface Recurrence {\n  accountGuid: string\n  amount: number\n  categoryGuid: string\n  expectedDate: Date\n  frequency: Frequency\n  institutionGuid: string\n  institutionName: string\n  merchantGuid?: string | null\n  name: string\n  occurredOnDate?: Date\n  recurrenceDay: number\n  repeatingTransactionGuid: string\n  secondRecurrenceDay?: number\n  status: RecurrenceStatus\n  type: RecurrenceType\n  transaction?: Transaction\n}\n"],"mappings":"AAGA,IAAY,IAAL,0BAAA,GAAA;AACL,SAAA,EAAA,EAAA,UAAA,CAAA,IAAA,WACA,EAAA,EAAA,YAAA,CAAA,IAAA,aACA,EAAA,EAAA,iBAAA,CAAA,IAAA,kBACA,EAAA,EAAA,aAAA,CAAA,IAAA,cACA,EAAA,EAAA,kBAAA,CAAA,IAAA,mBACA,EAAA,EAAA,eAAA,CAAA,IAAA,gBACA,EAAA,EAAA,oBAAA,CAAA,IAAA,qBACA,EAAA,EAAA,YAAA,CAAA,IAAA,aACA,EAAA,EAAA,cAAA,CAAA,IAAA;AACF,GAAA,CAAA,CAAA,GAEY,IAAL,0BAAA,GAAA;AACL,SAAA,EAAA,EAAA,OAAA,CAAA,IAAA,QACA,EAAA,EAAA,SAAA,CAAA,IAAA,UACA,EAAA,EAAA,WAAA,CAAA,IAAA;AACF,GAAA,CAAA,CAAA,GAEY,IAAL,0BAAA,GAAA;AACL,SAAA,EAAA,EAAA,UAAA,CAAA,IAAA,WACA,EAAA,EAAA,SAAA,CAAA,IAAA;AACF,GAAA,CAAA,CAAA,GAEY,IAAL,0BAAA,GAAA;AACL,SAAA,EAAA,EAAA,UAAA,CAAA,IAAA,WACA,EAAA,EAAA,eAAA,CAAA,IAAA,gBACA,EAAA,EAAA,OAAA,CAAA,IAAA,QACA,EAAA,EAAA,SAAA,CAAA,IAAA,UACA,EAAA,EAAA,WAAA,CAAA,IAAA;AACF,GAAA,CAAA,CAAA"}
+{"version":3,"file":"RepeatingTransaction.es.js","names":[],"sources":["../../../src/core/types/RepeatingTransaction.ts"],"sourcesContent":["import { Account } from './Account'\nimport { Transaction, TransactionType } from './Transaction'\n\nexport enum Frequency {\n  Unknown = 0,\n  EveryWeek = 1,\n  EveryOtherWeek = 2,\n  EveryMonth = 3,\n  EveryOtherMonth = 4,\n  EveryQuarter = 5,\n  EveryOtherQuarter = 6,\n  EveryYear = 7,\n  TwiceAMonth = 8,\n}\n\nexport enum RecurrenceStatus {\n  Paid = 0,\n  Missed = 1,\n  Upcoming = 2,\n}\n\nexport enum RecurrenceType {\n  Expense = 0,\n  Income = 1,\n}\n\nexport enum RepeatingType {\n  Unknown = 0,\n  Subscription = 1,\n  Bill = 2,\n  Income = 3,\n  Transfer = 4,\n}\n\nexport interface RepeatingTransaction {\n  // API fields\n  guid: string\n  account_guid: string\n  category_guid?: string | null\n  created_by: number\n  main_class_guid?: string | null\n  member_guid: string\n  merchant_guid?: string | null\n  user_guid: string\n  description: string\n  amount: number\n  predicted_occurs_on: string\n  transaction_type: TransactionType\n  recurrence_type: Frequency\n  recurrence_day: number\n  repeating_transaction_type: RepeatingType\n  second_recurrence_day?: number\n\n  // UI fields\n  account?: Account\n  transactions: Transaction[]\n}\n\nexport interface Recurrence {\n  accountGuid: string\n  amount: number\n  categoryGuid: string\n  expectedDate: Date\n  frequency: Frequency\n  institutionGuid: string\n  institutionName: string\n  merchantGuid?: string | null\n  name: string\n  occurredOnDate?: Date\n  recurrenceDay: number\n  repeatingTransactionGuid: string\n  secondRecurrenceDay?: number\n  status: RecurrenceStatus\n  type: RecurrenceType\n  transaction?: Transaction\n}\n"],"mappings":"AAGA,IAAY,IAAL,0BAAA,GAAA;AACL,SAAA,EAAA,EAAA,UAAA,CAAA,IAAA,WACA,EAAA,EAAA,YAAA,CAAA,IAAA,aACA,EAAA,EAAA,iBAAA,CAAA,IAAA,kBACA,EAAA,EAAA,aAAA,CAAA,IAAA,cACA,EAAA,EAAA,kBAAA,CAAA,IAAA,mBACA,EAAA,EAAA,eAAA,CAAA,IAAA,gBACA,EAAA,EAAA,oBAAA,CAAA,IAAA,qBACA,EAAA,EAAA,YAAA,CAAA,IAAA,aACA,EAAA,EAAA,cAAA,CAAA,IAAA;AACF,GAAA,CAAA,CAAA,GAEY,IAAL,0BAAA,GAAA;AACL,SAAA,EAAA,EAAA,OAAA,CAAA,IAAA,QACA,EAAA,EAAA,SAAA,CAAA,IAAA,UACA,EAAA,EAAA,WAAA,CAAA,IAAA;AACF,GAAA,CAAA,CAAA,GAEY,IAAL,0BAAA,GAAA;AACL,SAAA,EAAA,EAAA,UAAA,CAAA,IAAA,WACA,EAAA,EAAA,SAAA,CAAA,IAAA;AACF,GAAA,CAAA,CAAA,GAEY,IAAL,0BAAA,GAAA;AACL,SAAA,EAAA,EAAA,UAAA,CAAA,IAAA,WACA,EAAA,EAAA,eAAA,CAAA,IAAA,gBACA,EAAA,EAAA,OAAA,CAAA,IAAA,QACA,EAAA,EAAA,SAAA,CAAA,IAAA,UACA,EAAA,EAAA,WAAA,CAAA,IAAA;AACF,GAAA,CAAA,CAAA"}

package/dist/core/types/Transaction.d.ts

@@ -30,6 +30,7 @@ export interface Transaction {
     is_void: boolean;
     localized_description?: string | null;
     localized_memo?: string | null;
+    main_class_guid?: string | null;
     memo?: string | null;
     metadata?: string | null;
     merchant_guid?: string | null;

package/dist/core/types/Transaction.es.js.map

@@ -1 +1 @@
-{"version":3,"file":"Transaction.es.js","names":[],"sources":["../../../src/core/types/Transaction.ts"],"sourcesContent":["export interface Transaction {\n  guid: string\n  account_guid: string\n  amount: number\n  attachment_guid?: string | null\n  category_guid?: string\n  check_number?: string | null\n  currency_code: string | null\n  date: number\n  description: string\n  duplicate: boolean\n  external_guid?: string | null\n  feed_attachment_guid?: string | null\n  feed_description: string\n  feed_localized_description?: string | null\n  feed_posted_date?: number | null\n  feed_status: TransactionStatus | null\n  feed_transaction_date: number | null\n  flags?: number | null\n  has_been_split: boolean\n  has_been_viewed: boolean\n  is_cleared: boolean\n  is_flagged: boolean\n  is_hidden: boolean\n  is_international?: boolean | null\n  is_manual: boolean\n  is_personal: boolean\n  is_reimbursable: boolean\n  is_subscription: boolean\n  is_void: boolean\n  localized_description?: string | null\n  localized_memo?: string | null\n  memo?: string | null\n  metadata?: string | null\n  merchant_guid?: string | null\n  parent_guid?: string | null\n  posted_date?: number | null\n  reference?: string | null\n  revision: number\n  repeating_transaction_guid?: string | null\n  scheduled_payment_guid?: string | null\n  top_level_category_guid?: string\n  transaction_type: TransactionType\n  user_date?: number | null\n  user_guid: string\n  user_transaction_rule_guid?: string | null\n  is_duplicate: boolean\n  tags: string[]\n  feed_transacted_at: number | null\n\n  // Detailed Transaction fields\n  account?: string\n  accountIsClosed?: boolean\n  accountIsHidden?: boolean\n  category?: string\n  isIncome?: boolean\n  isPending?: boolean\n  number?: string\n  payee?: string\n}\n\nexport enum TransactionType {\n  CREDIT = 1,\n  DEBIT = 2,\n}\n\nexport enum TransactionStatus {\n  POSTED = 1,\n  PENDING = 2,\n}\n\nexport interface Tag {\n  guid: string\n  is_default_tag: boolean\n  name: string\n  user_guid: string\n}\n\nexport interface Tagging {\n  guid: string\n  user_guid: string\n  tag_guid: string\n  transaction_guid: string\n}\n\nexport interface TransactionRule {\n  guid: string\n  user_guid: string\n  category_guid: string | null\n  match_description: string\n  description: string | null\n}\n"],"mappings":"AA6DA,IAAY,IAAL,0BAAA,GAAA;AACL,SAAA,EAAA,EAAA,SAAA,CAAA,IAAA,UACA,EAAA,EAAA,QAAA,CAAA,IAAA;AACF,GAAA,CAAA,CAAA,GAEY,IAAL,0BAAA,GAAA;AACL,SAAA,EAAA,EAAA,SAAA,CAAA,IAAA,UACA,EAAA,EAAA,UAAA,CAAA,IAAA;AACF,GAAA,CAAA,CAAA"}
+{"version":3,"file":"Transaction.es.js","names":[],"sources":["../../../src/core/types/Transaction.ts"],"sourcesContent":["export interface Transaction {\n  guid: string\n  account_guid: string\n  amount: number\n  attachment_guid?: string | null\n  category_guid?: string\n  check_number?: string | null\n  currency_code: string | null\n  date: number\n  description: string\n  duplicate: boolean\n  external_guid?: string | null\n  feed_attachment_guid?: string | null\n  feed_description: string\n  feed_localized_description?: string | null\n  feed_posted_date?: number | null\n  feed_status: TransactionStatus | null\n  feed_transaction_date: number | null\n  flags?: number | null\n  has_been_split: boolean\n  has_been_viewed: boolean\n  is_cleared: boolean\n  is_flagged: boolean\n  is_hidden: boolean\n  is_international?: boolean | null\n  is_manual: boolean\n  is_personal: boolean\n  is_reimbursable: boolean\n  is_subscription: boolean\n  is_void: boolean\n  localized_description?: string | null\n  localized_memo?: string | null\n  main_class_guid?: string | null\n  memo?: string | null\n  metadata?: string | null\n  merchant_guid?: string | null\n  parent_guid?: string | null\n  posted_date?: number | null\n  reference?: string | null\n  revision: number\n  repeating_transaction_guid?: string | null\n  scheduled_payment_guid?: string | null\n  top_level_category_guid?: string\n  transaction_type: TransactionType\n  user_date?: number | null\n  user_guid: string\n  user_transaction_rule_guid?: string | null\n  is_duplicate: boolean\n  tags: string[]\n  feed_transacted_at: number | null\n\n  // Detailed Transaction fields\n  account?: string\n  accountIsClosed?: boolean\n  accountIsHidden?: boolean\n  category?: string\n  isIncome?: boolean\n  isPending?: boolean\n  number?: string\n  payee?: string\n}\n\nexport enum TransactionType {\n  CREDIT = 1,\n  DEBIT = 2,\n}\n\nexport enum TransactionStatus {\n  POSTED = 1,\n  PENDING = 2,\n}\n\nexport interface Tag {\n  guid: string\n  is_default_tag: boolean\n  name: string\n  user_guid: string\n}\n\nexport interface Tagging {\n  guid: string\n  user_guid: string\n  tag_guid: string\n  transaction_guid: string\n}\n\nexport interface TransactionRule {\n  guid: string\n  user_guid: string\n  category_guid: string | null\n  match_description: string\n  description: string | null\n}\n"],"mappings":"AA8DA,IAAY,IAAL,0BAAA,GAAA;AACL,SAAA,EAAA,EAAA,SAAA,CAAA,IAAA,UACA,EAAA,EAAA,QAAA,CAAA,IAAA;AACF,GAAA,CAAA,CAAA,GAEY,IAAL,0BAAA,GAAA;AACL,SAAA,EAAA,EAAA,SAAA,CAAA,IAAA,UACA,EAAA,EAAA,UAAA,CAAA,IAAA;AACF,GAAA,CAAA,CAAA"}

package/dist/core/utils/InvestmentUtil.d.ts

@@ -1,6 +1,10 @@
 import { Holding } from '../types';
 import { AnalysisType } from '../constants/Investments';
 type WeightMap = Record<string, number>;
+export declare const isMeaningfulNumber: (value: unknown) => boolean;
+export declare const isValidClassification: (value: unknown) => boolean;
+export declare const holdingHasStyleData: (holding: Holding) => boolean;
+export declare const holdingHasAllocationData: (holding: Holding) => boolean;
 export declare const createGroups: (classificationObj: Record<number, string>, groupSize?: number) => string[][];
 export declare const bondGroups: string[][];
 export declare const stockGroups: string[][];

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

@@ -1,80 +1,93 @@
-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, a = 3) => {
-  const r = Object.keys(e).map(Number).filter((t) => t !== 0).sort((t, i) => t - i), s = [];
-  for (let t = 0; t < r.length; t += a) s.push(r.slice(t, t + a).map((i) => e[i]));
+import { ALLOCATION_KEYS as V, AnalysisType as k, EquityClassificationTypes as A, EquityClassificationValues as m, FixedIncomeClassificationTypes as G, FixedIncomeClassificationValues as f, STYLE_WEIGHT_KEYS as T } from "../constants/Investments.es.js";
+import W from "numeral";
+var S = 80, x = 120, h = (e) => e > S && e < x, C = (e) => {
+  const t = Number(e);
+  return Number.isFinite(t) && t !== 0;
+}, d = (e) => {
+  const t = Number(e);
+  return Number.isFinite(t) && t >= 1 && t <= 9;
+}, F = (e) => {
+  const t = T.reduce((r, s) => r + (Number(e[s]) || 0), 0);
+  return h(t) || t === 0 && (d(e.equity_classification) || d(e.fixed_income_classification));
+}, q = (e) => V.some((t) => C(e[t])), E = (e, t = 3) => {
+  const r = Object.keys(e).map(Number).filter((a) => a !== 0).sort((a, i) => a - i), s = [];
+  for (let a = 0; a < r.length; a += t) s.push(r.slice(a, a + t).map((i) => e[i]));
   return s;
-}, A = d(f), G = d(m), D = (e) => {
-  const a = p(e, k), r = 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;
+}, I = E(f), D = E(m), K = (e) => {
+  const t = p(e, w), r = p(e, y), s = (a, i) => {
+    const o = a.reduce((n, c) => n + N(c), 0), u = a.reduce((n, c) => {
+      const l = i(c);
+      return Object.keys(l).forEach((_) => n[_] = (n[_] || 0) + l[_]), n;
     }, {});
-    return Object.fromEntries(Object.entries(u).map(([o, n]) => [o, n / c * 100]));
+    return Object.fromEntries(Object.entries(u).map(([n, c]) => [n, c / o * 100]));
   };
   return {
-    stocks: s(a, y),
-    bonds: s(r, h)
+    stocks: s(t, L),
+    bonds: s(r, b)
   };
-}, N = (e) => {
-  const a = e.filter((t) => !isNaN(t.equity_classification)), r = 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 = (e) => {
+  const t = e.filter((a) => !isNaN(a.equity_classification)), r = e.filter((a) => !isNaN(a.fixed_income_classification)), s = (a, i, o) => a.reduce((u, n) => {
+    const c = i(n);
+    return Object.keys(o).forEach((l) => {
+      u[l] = (u[l] || 0) + (c[l] || 0);
     }), u;
   }, {});
   return {
-    stocks: s(a, y, b),
-    bonds: s(r, h, L)
+    stocks: s(t, L, A),
+    bonds: s(r, b, G)
   };
-}, C = (e, a) => Object.fromEntries(Object.entries(e).map(([r, s]) => [r, s * a / 100])), h = (e) => E(e, w, f), w = (e) => {
-  const a = e.fixed_income_classification;
-  return { [f[a]]: 100 };
-}, y = (e) => E(e, k, m), k = (e) => {
-  const { large_core_weight: a, large_growth_weight: r, 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: a ?? 0,
+}, H = (e, t) => Object.fromEntries(Object.entries(e).map(([r, s]) => [r, s * t / 100])), b = (e) => O(e, y, f), y = (e) => {
+  const t = e.fixed_income_classification;
+  return { [f[t]]: 100 };
+}, L = (e) => O(e, w, m), w = (e) => {
+  const { large_core_weight: t, large_growth_weight: r, large_value_weight: s, mid_core_weight: a, mid_growth_weight: i, mid_value_weight: o, small_core_weight: u, small_growth_weight: n, small_value_weight: c, unknown_weight: l, equity_classification: _ } = e, g = {
+    LARGE_CORE: t ?? 0,
     LARGE_GROWTH: r ?? 0,
     LARGE_VALUE: s ?? 0,
-    MID_CORE: t ?? 0,
+    MID_CORE: a ?? 0,
     MID_GROWTH: i ?? 0,
-    MID_VALUE: c ?? 0,
+    MID_VALUE: o ?? 0,
     SMALL_CORE: u ?? 0,
-    SMALL_GROWTH: o ?? 0,
-    SMALL_VALUE: n ?? 0,
+    SMALL_GROWTH: n ?? 0,
+    SMALL_VALUE: c ?? 0,
     UNKNOWN: l ?? 0
   };
-  return g(v) === 0 && _ !== void 0 ? { [m[_]]: 100 } : v;
-}, E = (e, a, r) => {
-  const s = a(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 r) return { [r[c]]: t };
-    console.error(`Invalid classification key: ${c}`);
+  return v(g) === 0 && _ !== void 0 ? { [m[_]]: 100 } : g;
+}, O = (e, t, r) => {
+  const s = t(e), a = N(e), i = H(s, a);
+  if (v(i) === 0) {
+    const o = String(e.equity_classification ?? e.fixed_income_classification);
+    if (o in r) return { [r[o]]: a };
+    console.error(`Invalid classification key: ${o}`);
   }
   return i;
-}, I = (e) => e.split("_").map((a) => a.charAt(0).toUpperCase() + a.slice(1).toLowerCase()).join(" "), W = (e) => e >= 1 ? `${x(e).format("0")}%` : "< 1%", O = (e) => e.calculated_market_value ?? e.market_value, p = (e, a) => e.filter((r) => {
-  const s = a(r), t = g(s);
-  return t > 80 && t < 120;
-}), M = (e, a) => {
-  const r = a === V.Stocks ? G : A, s = e[a];
-  return !s || Object.keys(s).length === 0 ? r.map((t) => t.map(() => "0%")) : r.map((t) => t.map((i) => W(s[i] ?? 0)));
-}, g = (e) => Object.values(e).reduce((a, r) => a + r, 0);
+}, Y = (e) => e.split("_").map((t) => t.charAt(0).toUpperCase() + t.slice(1).toLowerCase()).join(" "), j = (e) => e >= 1 ? `${W(e).format("0")}%` : "< 1%", N = (e) => e.calculated_market_value ?? e.market_value, p = (e, t) => e.filter((r) => {
+  const s = t(r);
+  return h(v(s));
+}), B = (e, t) => {
+  const r = t === k.Stocks ? D : I, s = e[t];
+  return !s || Object.keys(s).length === 0 ? r.map((a) => a.map(() => "0%")) : r.map((a) => a.map((i) => j(s[i] ?? 0)));
+}, v = (e) => Object.values(e).reduce((t, r) => t + r, 0);
 export {
-  D as analysisChartData,
-  N as analysisDetailsData,
-  A as bondGroups,
-  C as calculateWeightedValue,
-  d as createGroups,
-  w as extractBondWeight,
-  k as extractStockWeight,
-  E as extractValueFromWeight,
-  I as formatKey,
-  W as formatPercent,
-  O as getHoldingValue,
+  K as analysisChartData,
+  U as analysisDetailsData,
+  I as bondGroups,
+  H as calculateWeightedValue,
+  E as createGroups,
+  y as extractBondWeight,
+  w as extractStockWeight,
+  O as extractValueFromWeight,
+  Y as formatKey,
+  j as formatPercent,
+  N as getHoldingValue,
   p as getValidHoldings,
-  M as mapDataToPercentageGrid,
-  G as stockGroups,
-  g as sumValues
+  q as holdingHasAllocationData,
+  F as holdingHasStyleData,
+  C as isMeaningfulNumber,
+  d as isValidClassification,
+  B as mapDataToPercentageGrid,
+  D as stockGroups,
+  v as sumValues
 };
 
 //# sourceMappingURL=InvestmentUtil.es.js.map

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

@@ -1 +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 ? 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+{"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  ALLOCATION_KEYS,\n  AnalysisType,\n  EquityClassificationTypes,\n  EquityClassificationValues,\n  FixedIncomeClassificationTypes,\n  FixedIncomeClassificationValues,\n  STYLE_WEIGHT_KEYS,\n} from '../constants/Investments'\n\ntype WeightMap = Record<string, number>\n\n// The render band getValidHoldings keeps; the analysis gate reuses it so the\n// tab never enables onto an all-zero grid.\nconst STYLE_WEIGHT_MIN = 80\nconst STYLE_WEIGHT_MAX = 120\nconst isInStyleWeightBand = (total: number): boolean =>\n  total > STYLE_WEIGHT_MIN && total < STYLE_WEIGHT_MAX\n\n// Coerces so a stringified number counts; null/\"\"/\"0\"/NaN/0 all mean \"no data\".\nexport const isMeaningfulNumber = (value: unknown): boolean => {\n  const n = Number(value)\n  return Number.isFinite(n) && n !== 0\n}\n\n// Classification 0 is UNKNOWN; only 1..9 represent real data.\nexport const isValidClassification = (value: unknown): boolean => {\n  const n = Number(value)\n  return Number.isFinite(n) && n >= 1 && n <= 9\n}\n\n// Classification only counts when style weights sum to 0, matching\n// extractWeight's fallback — otherwise a partial (out-of-band) total that\n// getValidHoldings drops would wrongly enable the tab onto an empty grid.\nexport const holdingHasStyleData = (holding: Holding): boolean => {\n  const styleTotal = STYLE_WEIGHT_KEYS.reduce((sum, key) => sum + (Number(holding[key]) || 0), 0)\n  return (\n    isInStyleWeightBand(styleTotal) ||\n    (styleTotal === 0 &&\n      (isValidClassification(holding.equity_classification) ||\n        isValidClassification(holding.fixed_income_classification)))\n  )\n}\n\nexport const holdingHasAllocationData = (holding: Holding): boolean =>\n  ALLOCATION_KEYS.some((key) => isMeaningfulNumber(holding[key]))\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    return isInStyleWeightBand(sumValues(weight))\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 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package/dist/core/utils/RecurringTransactionsUtil.d.ts

@@ -11,3 +11,4 @@ export declare const groupRecurrencesByDate: (recurrences: Recurrence[]) => Grou
 export declare const getFrequencyLabel: (copy: RecurringCopy, repeatingTransaction: RepeatingTransaction, showOrdinal: boolean) => string;
 export declare const getNextPaymentDate: (frequency: Frequency, date: Date, recurrenceDay?: number, secondRecurrenceDay?: number) => Date;
 export declare const getNextUpcomingDate: (recurringTransaction: RepeatingTransaction, recurrences: Recurrence[]) => Date;
+export declare const isEligibleRepeatingTransaction: (transaction: Transaction) => boolean;