npm - @mx-cartographer/experiences - Versions diffs - 9.4.2 → 9.4.4 - Mend

@mx-cartographer/experiences 9.4.2 → 9.4.4

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.

Files changed (32) hide show

package/dist/investments/InvestmentsWidget.es.js CHANGED Viewed

@@ -1,72 +1,106 @@
-import { useAccountStore as W, useEvent as w, useGlobalCopyStore as x, useGlobalUiStore as D, useHoldingStore as f } from "../common/context/hooks.es.js";
-import { useScreenSize as M } from "../common/hooks/useScreenSize.es.js";
-import { useWidgetLoadTimer as G } from "../common/hooks/useWidgetLoadTimer.es.js";
-import { ANALYTICS_EVENTS as o } from "../common/constants/Analytics.es.js";
-import { AccountType as O } from "../core/types/Account.es.js";
-import k from "../common/components/Loader.es.js";
-import { WidgetContainer as F } from "../common/components/WidgetContainer.es.js";
-import { EmptyState as K } from "../common/components/EmptyState.es.js";
-import V from "../accounts/components/ConnectionsDrawer.es.js";
-import H from "./components/Allocation.es.js";
-import U from "./components/Analysis.es.js";
-import j from "./components/Overview.es.js";
-import { TabTitle as z } from "./components/TabTitle.es.js";
-import c from "react";
-import { observer as R } from "mobx-react-lite";
-import Y from "@mui/material/Stack";
-import { Fragment as B, jsx as t, jsxs as l } from "react/jsx-runtime";
-import $ from "@mui/material/Tab";
-import q from "@mui/material/Tabs";
-var ut = R(({ onBackClick: u, onMenuClick: T, sx: _ }) => {
-  const { onEvent: n } = w(), { isMobile: C } = M(), { isAccountDataLoaded: E, loadAccountData: b, visibleInvestmentAccounts: I } = W(), { visibleHoldings: S, setShowConnectionsWidget: m, showConnectionsWidget: g } = f(), { investments: e, accounts: v } = x(), { isInitialized: r } = D(), [i, h] = c.useState(0), { loadHoldings: A, holdingsLoaded: d } = f();
-  G({
+import { useAccountStore as O, useEvent as k, useGlobalCopyStore as F, useGlobalUiStore as K, useHoldingStore as y } from "../common/context/hooks.es.js";
+import { useScreenSize as V } from "../common/hooks/useScreenSize.es.js";
+import { useWidgetLoadTimer as H } from "../common/hooks/useWidgetLoadTimer.es.js";
+import { ANALYTICS_EVENTS as s } from "../common/constants/Analytics.es.js";
+import { AccountType as U } from "../core/types/Account.es.js";
+import j from "../common/components/Loader.es.js";
+import { WidgetContainer as z } from "../common/components/WidgetContainer.es.js";
+import { EmptyState as B } from "../common/components/EmptyState.es.js";
+import R from "../accounts/components/ConnectionsDrawer.es.js";
+import Y from "./components/Allocation.es.js";
+import $ from "./components/Analysis.es.js";
+import q from "./components/Overview.es.js";
+import { TabTitle as J } from "./components/TabTitle.es.js";
+import l from "react";
+import { observer as P } from "mobx-react-lite";
+import Q from "@mui/material/Stack";
+import { Fragment as X, jsx as t, jsxs as T } from "react/jsx-runtime";
+import Z from "@mui/material/Tab";
+import tt from "@mui/material/Tabs";
+import et from "@mui/material/Tooltip";
+var It = P(({ onBackClick: I, onMenuClick: S, sx: g }) => {
+  const { onEvent: c } = k(), { isMobile: v } = V(), { isAccountDataLoaded: A, loadAccountData: N, visibleInvestmentAccounts: L } = O(), { visibleHoldings: x, hasAllocationData: m, hasAnalysisData: d, setShowConnectionsWidget: _, showConnectionsWidget: D } = y(), { investments: e, accounts: W } = F(), { isInitialized: p } = K(), [o, f] = l.useState(0), { loadHoldings: w, holdingsLoaded: n } = y();
+  H({
     widgetName: "InvestmentsWidget",
-    isLoaded: d
-  }), c.useEffect(() => {
-    E || b().finally();
-  }, []), c.useEffect(() => {
-    r && A().finally();
-  }, [r]);
-  const N = () => {
-    n(o.INVESTMENT_WIDGET_ACCOUNT_FILTER_CLICK);
+    isLoaded: n
+  }), l.useEffect(() => {
+    A || N().finally();
+  }, []), l.useEffect(() => {
+    p && w().finally();
+  }, [p]), l.useEffect(() => {
+    n && (o === 1 && !m && f(0), o === 2 && !d && f(0));
+  }, [
+    o,
+    m,
+    d,
+    n
+  ]);
+  const M = () => {
+    c(s.INVESTMENT_WIDGET_ACCOUNT_FILTER_CLICK);
   };
-  if (!r || !d) return /* @__PURE__ */ t(k, {});
-  const y = [
-    o.INVESTMENT_WIDGET_DETAILS_CLICK,
-    o.INVESTMENT_WIDGET_ALLOCATION_CLICK,
-    o.INVESTMENT_WIDGET_ANALYSIS_CLICK
-  ], s = I.length === 0 && S.length === 0, L = [
-    e.tab_overview_title,
-    e.tab_allocation_title,
-    e.tab_analysis_title
+  if (!p || !n) return /* @__PURE__ */ t(j, {});
+  const G = [
+    s.INVESTMENT_WIDGET_DETAILS_CLICK,
+    s.INVESTMENT_WIDGET_ALLOCATION_CLICK,
+    s.INVESTMENT_WIDGET_ANALYSIS_CLICK
+  ], i = L.length === 0 && x.length === 0, b = [
+    {
+      title: e.tab_overview_title,
+      disabled: !1,
+      tooltip: ""
+    },
+    {
+      title: e.tab_allocation_title,
+      disabled: !m,
+      tooltip: e.allocation.empty_data
+    },
+    {
+      title: e.tab_analysis_title,
+      disabled: !d,
+      tooltip: e.analysis.empty_data
+    }
   ];
-  return /* @__PURE__ */ l(F, {
-    allowedAccountTypes: [O.INVESTMENT],
-    onAccountsFilterClick: N,
-    onBackClick: u,
-    onMenuClick: T,
-    sx: _,
+  return /* @__PURE__ */ T(z, {
+    allowedAccountTypes: [U.INVESTMENT],
+    onAccountsFilterClick: M,
+    onBackClick: I,
+    onMenuClick: S,
+    sx: g,
     title: e.title,
-    children: [/* @__PURE__ */ l(Y, {
-      mx: C ? 0 : 48,
+    children: [/* @__PURE__ */ T(Q, {
+      mx: v ? 0 : 48,
       my: 24,
-      children: [/* @__PURE__ */ t(q, {
-        onChange: (a, p) => {
-          h(p), n(y[p]);
+      children: [/* @__PURE__ */ t(tt, {
+        onChange: (r, a) => {
+          i || b[a]?.disabled || (f(a), c(G[a]));
         },
         sx: { bgcolor: "background.paper" },
         textColor: "primary",
-        value: s ? !1 : i,
+        value: i ? !1 : o,
         variant: "fullWidth",
-        children: L.map((a) => /* @__PURE__ */ t($, {
-          disabled: s,
-          label: /* @__PURE__ */ t(z, { title: a })
-        }, a))
-      }), s ? /* @__PURE__ */ t(K, {
+        children: b.map(({ title: r, disabled: a, tooltip: C }) => {
+          const u = i || a, E = u && !i && !!C, h = /* @__PURE__ */ t(Z, {
+            "aria-disabled": u || void 0,
+            label: /* @__PURE__ */ t(J, { title: r }),
+            sx: {
+              ...E && { flex: 1 },
+              ...u && {
+                opacity: 0.38,
+                cursor: "default"
+              }
+            }
+          }, r);
+          return E ? /* @__PURE__ */ t(et, {
+            describeChild: !0,
+            title: C,
+            children: h
+          }, r) : h;
+        })
+      }), i ? /* @__PURE__ */ t(B, {
         header: e.empty_state_header,
         icon: "bid_landscape",
         onClick: () => {
-          m(!0), n(o.ACCOUNTS_CLICK_CONNECT);
+          _(!0), c(s.ACCOUNTS_CLICK_CONNECT);
         },
         primaryButton: e.overview.connect_accounts,
         subText: e.empty_state_description,
@@ -79,20 +113,20 @@ var ut = R(({ onBackClick: u, onMenuClick: T, sx: _ }) => {
           },
           px: 16
         }
-      }) : /* @__PURE__ */ l(B, { children: [
-        i === 0 && /* @__PURE__ */ t(j, {}),
-        i === 1 && /* @__PURE__ */ t(H, {}),
-        i === 2 && /* @__PURE__ */ t(U, {})
+      }) : /* @__PURE__ */ T(X, { children: [
+        o === 0 && /* @__PURE__ */ t(q, {}),
+        o === 1 && /* @__PURE__ */ t(Y, {}),
+        o === 2 && /* @__PURE__ */ t($, {})
       ] })]
-    }), /* @__PURE__ */ t(V, {
-      onClose: () => m(!1),
-      showConnectionsWidget: g,
-      title: v.manage_connections
+    }), /* @__PURE__ */ t(R, {
+      onClose: () => _(!1),
+      showConnectionsWidget: D,
+      title: W.manage_connections
     })]
   });
 });
 export {
-  ut as InvestmentsWidget
+  It as InvestmentsWidget
 };
 //# sourceMappingURL=InvestmentsWidget.es.js.map

package/dist/investments/InvestmentsWidget.es.js.map CHANGED Viewed

	@@ -1 +1 @@
1	- {"version":3,"file":"InvestmentsWidget.es.js","names":[],"sources":["../../src/investments/InvestmentsWidget.tsx"],"sourcesContent":["import React from 'react'\nimport { observer } from 'mobx-react-lite'\n\nimport Stack from '@mui/material/Stack'\nimport Tab from '@mui/material/Tab'\nimport Tabs from '@mui/material/Tabs'\n\nimport {\n ANALYTICS_EVENTS,\n EmptyState,\n Loader,\n useAccountStore,\n useEvent,\n useGlobalCopyStore,\n useGlobalUiStore,\n useHoldingStore,\n useScreenSize,\n useWidgetLoadTimer,\n WidgetContainer,\n} from '../common'\nimport { AccountType, WidgetProps } from '../core'\n\nimport ConnectionsDrawer from '../accounts/components/ConnectionsDrawer'\nimport Allocation from './components/Allocation'\nimport Analysis from './components/Analysis'\nimport Overview from './components/Overview'\nimport { TabTitle } from './components/TabTitle'\n\nexport const InvestmentsWidget = observer(({ onBackClick, onMenuClick, sx }: WidgetProps) => {\n const { onEvent } = useEvent()\n const { isMobile } = useScreenSize()\n const {\n isAccountDataLoaded,\n loadAccountData,\n visibleInvestmentAccounts: accounts,\n } = useAccountStore()\n const {\n visibleHoldings: holdings,\n setShowConnectionsWidget,\n showConnectionsWidget,\n } = useHoldingStore()\n const { investments: copy, accounts: accountsCopy } = useGlobalCopyStore()\n\n const { isInitialized } = useGlobalUiStore()\n\n const [selectedTab, setSelectedTab] = React.useState(0)\n\n const { loadHoldings, holdingsLoaded } = useHoldingStore()\n\n useWidgetLoadTimer({\n widgetName: 'InvestmentsWidget',\n isLoaded: holdingsLoaded,\n })\n\n React.useEffect(() => {\n if (!isAccountDataLoaded) {\n loadAccountData().finally()\n }\n }, [])\n\n React.useEffect(() => {\n if (isInitialized) {\n loadHoldings().finally()\n }\n }, [isInitialized])\n\n const handleAccountFilterClick = () => {\n onEvent(ANALYTICS_EVENTS.INVESTMENT_WIDGET_ACCOUNT_FILTER_CLICK)\n }\n\n if (!isInitialized \|\| !holdingsLoaded) return <Loader />\n\n const events = [\n ANALYTICS_EVENTS.INVESTMENT_WIDGET_DETAILS_CLICK,\n ANALYTICS_EVENTS.INVESTMENT_WIDGET_ALLOCATION_CLICK,\n ANALYTICS_EVENTS.INVESTMENT_WIDGET_ANALYSIS_CLICK,\n ]\n const isEmptyState = accounts.length === 0 && holdings.length === 0\n const investmentTabs = [\n copy.tab_overview_title,\n copy.tab_allocation_title,\n copy.tab_analysis_title,\n ]\n return (\n <WidgetContainer\n allowedAccountTypes={[AccountType.INVESTMENT]}\n onAccountsFilterClick={handleAccountFilterClick}\n onBackClick={onBackClick}\n onMenuClick={onMenuClick}\n sx={sx}\n title={copy.title}\n >\n <Stack mx={isMobile ? 0 : 48} my={24}>\n <Tabs\n onChange={(_, newValue) => {\n setSelectedTab(newValue)\n onEvent(events[newValue])\n }}\n sx={{ bgcolor: 'background.paper' }}\n textColor=\"primary\"\n value={!isEmptyState ? selectedTab : false}\n variant=\"fullWidth\"\n >\n {investmentTabs.map((title) => (\n <Tab disabled={~~isEmptyState~~} key={title} label={<TabTitle title={title} />} />\n ))}\n </Tabs>\n {isEmptyState ? 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1	+ {"version":3,"file":"InvestmentsWidget.es.js","names":[],"sources":["../../src/investments/InvestmentsWidget.tsx"],"sourcesContent":["import React from 'react'\nimport { observer } from 'mobx-react-lite'\n\nimport Stack from '@mui/material/Stack'\nimport Tab from '@mui/material/Tab'\nimport Tabs from '@mui/material/Tabs'\nimport Tooltip from '@mui/material/Tooltip'\n\nimport {\n ANALYTICS_EVENTS,\n EmptyState,\n Loader,\n useAccountStore,\n useEvent,\n useGlobalCopyStore,\n useGlobalUiStore,\n useHoldingStore,\n useScreenSize,\n useWidgetLoadTimer,\n WidgetContainer,\n} from '../common'\nimport { AccountType, WidgetProps } from '../core'\n\nimport ConnectionsDrawer from '../accounts/components/ConnectionsDrawer'\nimport Allocation from './components/Allocation'\nimport Analysis from './components/Analysis'\nimport Overview from './components/Overview'\nimport { TabTitle } from './components/TabTitle'\n\nexport const InvestmentsWidget = observer(({ onBackClick, onMenuClick, sx }: WidgetProps) => {\n const { onEvent } = useEvent()\n const { isMobile } = useScreenSize()\n const {\n isAccountDataLoaded,\n loadAccountData,\n visibleInvestmentAccounts: accounts,\n } = useAccountStore()\n const {\n visibleHoldings: holdings,\n hasAllocationData,\n hasAnalysisData,\n setShowConnectionsWidget,\n showConnectionsWidget,\n } = useHoldingStore()\n const { investments: copy, accounts: accountsCopy } = useGlobalCopyStore()\n\n const { isInitialized } = useGlobalUiStore()\n\n const [selectedTab, setSelectedTab] = React.useState(0)\n\n const { loadHoldings, holdingsLoaded } = useHoldingStore()\n\n useWidgetLoadTimer({\n widgetName: 'InvestmentsWidget',\n isLoaded: holdingsLoaded,\n })\n\n React.useEffect(() => {\n if (!isAccountDataLoaded) {\n loadAccountData().finally()\n }\n }, [])\n\n React.useEffect(() => {\n if (isInitialized) {\n loadHoldings().finally()\n }\n }, [isInitialized])\n\n // Reset to Overview if the active tab becomes disabled. Only act once holdings\n // are loaded so a mid-refetch (getters briefly false) doesn't eject the user.\n // Depend only on the boolean getters, never `visibleHoldings` (new array each\n // access → render loop).\n React.useEffect(() => {\n if (!holdingsLoaded) return\n if (selectedTab === 1 && !hasAllocationData) setSelectedTab(0)\n if (selectedTab === 2 && !hasAnalysisData) setSelectedTab(0)\n }, [selectedTab, hasAllocationData, hasAnalysisData, holdingsLoaded])\n\n const handleAccountFilterClick = () => {\n onEvent(ANALYTICS_EVENTS.INVESTMENT_WIDGET_ACCOUNT_FILTER_CLICK)\n }\n\n if (!isInitialized \|\| !holdingsLoaded) return <Loader />\n\n const events = [\n ANALYTICS_EVENTS.INVESTMENT_WIDGET_DETAILS_CLICK,\n ANALYTICS_EVENTS.INVESTMENT_WIDGET_ALLOCATION_CLICK,\n ANALYTICS_EVENTS.INVESTMENT_WIDGET_ANALYSIS_CLICK,\n ]\n const isEmptyState = accounts.length === 0 && holdings.length === 0\n const investmentTabs = [\n { title: copy.tab_overview_title, disabled: false, tooltip: '' },\n {\n title: copy.tab_allocation_title,\n disabled: !hasAllocationData,\n tooltip: copy.allocation.empty_data,\n },\n {\n title: copy.tab_analysis_title,\n disabled: !hasAnalysisData,\n tooltip: copy.analysis.empty_data,\n },\n ]\n return (\n <WidgetContainer\n allowedAccountTypes={[AccountType.INVESTMENT]}\n onAccountsFilterClick={handleAccountFilterClick}\n onBackClick={onBackClick}\n onMenuClick={onMenuClick}\n sx={sx}\n title={copy.title}\n >\n <Stack mx={isMobile ? 0 : 48} my={24}>\n <Tabs\n onChange={(_, newValue) => {\n // aria-disabled tabs stay clickable; block their selection here.\n if (isEmptyState \|\| investmentTabs[newValue]?.disabled) return\n setSelectedTab(newValue)\n onEvent(events[newValue])\n }}\n sx={{ bgcolor: 'background.paper' }}\n textColor=\"primary\"\n value={!isEmptyState ? selectedTab : false}\n variant=\"fullWidth\"\n >\n {investmentTabs.map(({ title, disabled, tooltip }) => {\n const isDisabled = isEmptyState \|\| disabled\n const isTooltipTab = isDisabled && !isEmptyState && Boolean(tooltip)\n // aria-disabled (not native disabled) keeps the Tab focusable and in\n // the a11y tree; describeChild adds the reason without stealing the name.\n const tab = (\n <Tab\n aria-disabled={isDisabled \|\| undefined}\n key={title}\n label={<TabTitle title={title} />}\n sx={{\n ...(isTooltipTab && { flex: 1 }),\n ...(isDisabled && {\n opacity: 0.38,\n cursor: 'default',\n }),\n }}\n />\n )\n\n return isTooltipTab ? 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package/dist/investments/components/allocation/util/createInvestementsAllocationData.es.js CHANGED Viewed

@@ -1,5 +1,6 @@
-import { formatCurrency as k, formatPercentage as B } from "../../../../core/utils/NumberFormatting.es.js";
-var L = {
+import { formatCurrency as L, formatPercentage as k } from "../../../../core/utils/NumberFormatting.es.js";
+import { ALLOCATION_KEYS as B } from "../../../../core/constants/Investments.es.js";
+var C = {
   allocations_cash: "#AEDCCC",
   allocations_convertible: "#80CAD0",
   allocations_foreign_bond: "#51B9D4",
@@ -9,95 +10,85 @@ var L = {
   allocations_unknown: "#161D6A",
   allocations_us_bond: "#254995",
   allocations_us_stock: "#1E2D84"
-}, y = [
-  { name: "allocations_cash" },
-  { name: "allocations_convertible" },
-  { name: "allocations_foreign_bond" },
-  { name: "allocations_foreign_stock" },
-  { name: "allocations_other" },
-  { name: "allocations_preferred" },
-  { name: "allocations_us_bond" },
-  { name: "allocations_us_stock" },
-  { name: "allocations_unknown" }
-], C = (e, l, c) => {
-  const i = c === void 0 ? 0 : l, t = c === void 0 ? l : c;
-  return e >= Math.min(i, t) && e < Math.max(i, t);
-}, h = (e, l, c) => {
-  const i = [...new Set(e.map((r) => r.name.toLowerCase()))];
-  let t;
-  return i.map((r) => {
-    const _ = e.reduce((m, o) => {
-      const p = o.name;
-      return p.toLowerCase() === r ? (t = p, v(o) * o[l] / 100 + m) : m;
+}, y = B.map((t) => ({ name: t })), V = (t, l, r) => {
+  const i = r === void 0 ? 0 : l, e = r === void 0 ? l : r;
+  return t >= Math.min(i, e) && t < Math.max(i, e);
+}, h = (t, l, r) => {
+  const i = [...new Set(t.map((c) => c.name.toLowerCase()))];
+  let e;
+  return i.map((c) => {
+    const _ = t.reduce((m, s) => {
+      const p = s.name;
+      return p.toLowerCase() === c ? (e = p, d(s) * s[l] / 100 + m) : m;
     }, 0);
     return {
-      displayName: t,
-      name: t,
+      displayName: e,
+      name: e,
       value: _,
-      percentage: _ / c
+      percentage: _ / r
     };
   });
-}, v = (e) => e.calculated_market_value ? e.calculated_market_value : e.market_value, G = (e, l, c) => {
-  const i = Object.values(l.allocations_list), t = [];
-  let r = 0;
-  const _ = e.map(({ guid: a }) => a), m = c.filter(({ account_guid: a }) => _.includes(a)).map((a) => ({
+}, d = (t) => t.calculated_market_value ? t.calculated_market_value : t.market_value, E = (t, l, r) => {
+  const i = Object.values(l.allocations_list), e = [];
+  let c = 0;
+  const _ = new Set(t.map(({ guid: a }) => a)), m = r.filter(({ account_guid: a }) => _.has(a)).map((a) => ({
     ...a,
     name: a.symbol || a.description,
-    gainLoss: a.cost_basis || a.cost_basis === 0 ? v(a) - a.cost_basis : 0
-  })), { cashBalance: o, totalAccountBalance: p } = e.reduce((a, n) => ({
+    gainLoss: a.cost_basis || a.cost_basis === 0 ? d(a) - a.cost_basis : 0
+  })), { cashBalance: s, totalAccountBalance: p } = t.reduce((a, n) => ({
     cashBalance: a.cashBalance + (n.cash_balance || 0),
     totalAccountBalance: a.totalAccountBalance + (n.balance || 0)
   }), {
     cashBalance: 0,
     totalAccountBalance: 0
-  }), { marketValue: A, totalGainLoss: b } = m.reduce((a, n) => ({
-    marketValue: a.marketValue + v(n),
+  }), { marketValue: b, totalGainLoss: A } = m.reduce((a, n) => ({
+    marketValue: a.marketValue + d(n),
     totalGainLoss: a.totalGainLoss + n.gainLoss
   }), {
     marketValue: 0,
     totalGainLoss: 0
-  }), f = A + o;
+  }), f = b + s;
   return y.forEach((a, n) => {
-    const d = m.filter((u) => !!u[a.name]);
-    let s = d.reduce((u, D) => u + v(D) * D[a.name] / 100, 0);
-    const g = h(d, a.name, s);
-    if (a.name === "allocations_cash" && o > 0) {
-      s += o;
+    const v = m.filter((u) => !!u[a.name]);
+    let o = v.reduce((u, g) => u + d(g) * g[a.name] / 100, 0);
+    const D = h(v, a.name, o);
+    if (a.name === "allocations_cash" && s > 0) {
+      o += s;
       const u = {
         displayName: l.cash_balance_display_name,
         name: "allocations_name",
-        value: o,
-        percentage: o / f
+        value: s,
+        percentage: s / f
       };
-      g.push(u);
+      D.push(u);
     }
-    s > 0 && (t.push({
+    o > 0 && (e.push({
       name: a.name,
       displayName: i[n],
       guid: `${a.name}-${n}`,
-      holdings: g,
-      percentage: s / f,
-      value: s,
-      color: L[a.name]
-    }), r += s);
+      holdings: D,
+      percentage: o / f,
+      value: o,
+      color: C[a.name]
+    }), c += o);
   }), {
-    investmentsData: t,
-    donutData: t.map(({ displayName: a, guid: n, color: d, value: s }) => ({
+    investmentsData: e,
+    donutData: e.map(({ displayName: a, guid: n, color: v, value: o }) => ({
       id: n,
-      color: d,
+      color: v,
       label: a,
-      value: s / r * 100
+      value: o / c * 100
     })),
-    totalAmount: r,
-    totalGainLoss: b,
+    totalAmount: c,
+    totalGainLoss: A,
     totalMarketValue: f,
-    totalGainLossPercentage: b / p
+    totalGainLossPercentage: A / p
   };
-}, w = (e) => e < 1e-3 ? "< 0.1%" : B(e), E = (e) => e === 0 ? k(e, "0,0.00") : C(e, -0.01, 0.01) ? "< $0.01" : k(e, "0,0.00");
+}, N = (t) => t < 1e-3 ? "< 0.1%" : k(t), S = (t) => t === 0 ? L(t, "0,0.00") : V(t, -0.01, 0.01) ? "< $0.01" : L(t, "0,0.00");
 export {
-  G as createInvestmentsAllocationData,
-  E as currencyDisplay,
-  w as percentageDisplay
+  E as createInvestmentsAllocationData,
+  S as currencyDisplay,
+  N as percentageDisplay
 };
 //# sourceMappingURL=createInvestementsAllocationData.es.js.map

package/dist/investments/components/allocation/util/createInvestementsAllocationData.es.js.map CHANGED Viewed

	@@ -1 +1 @@
1	- {"version":3,"file":"createInvestementsAllocationData.es.js","names":[],"sources":["../../../../../src/investments/components/allocation/util/createInvestementsAllocationData.tsx"],"sourcesContent":["import { Account, Holding } from '../../../../core'\nimport { InvestmentAllocationCopy } from '../../../../core/types/localization/InvestmentsCopy'\nimport type { DonutData } from '../InvestmentsAllocationChart'\nimport { formatCurrency, formatPercentage } from '../../../../core/utils/NumberFormatting'\n\nexport interface InvestmentsAllocationData {\n name: string\n displayName: string\n guid: string\n holdings: InvestmentAllocationTotals[]\n percentage: number\n value: number\n color: string\n}\nexport interface InvestmentAllocationTotals {\n displayName: string\n name: string\n value: number\n percentage: number\n}\n\nconst allocationColors = {\n allocations_cash: '#AEDCCC',\n allocations_convertible: '#80CAD0',\n allocations_foreign_bond: '#51B9D4',\n allocations_foreign_stock: '#3DA0C9',\n allocations_other: '#3583B8',\n allocations_preferred: '#2D66A7',\n allocations_unknown: '#161D6A',\n allocations_us_bond: '#254995',\n allocations_us_stock: '#1E2D84',\n}\nconst allocationsList = [\n {\n name: 'allocations_cash',\n },\n {\n name: 'allocations_convertible',\n },\n {\n name: 'allocations_foreign_bond',\n },\n {\n name: 'allocations_foreign_stock',\n },\n {\n name: 'allocations_other',\n },\n {\n name: 'allocations_preferred',\n },\n {\n name: 'allocations_us_bond',\n },\n {\n name: 'allocations_us_stock',\n },\n {\n name: 'allocations_unknown',\n },\n]\n\nconst inRange = (n: number, start: number, end?: number) => {\n const rangeStart = end === undefined ? 0 : start\n const rangeEnd = end === undefined ? start : end\n return n >= Math.min(rangeStart, rangeEnd) && n < Math.max(rangeStart, rangeEnd)\n}\n\nconst createHoldingsData = (\n holdings: Holding[],\n allocationName: string,\n allocationValue: number,\n) => {\n const uniqueHoldings = [\n ...new Set(holdings.map((holding: Holding) => holding.name.toLowerCase())),\n ]\n let displayName: string\n const investmentAllocationTotals = uniqueHoldings.map((holdingName) => {\n // sum all the holdings with the same \"name\"\n const holdingsTotalValue = holdings.reduce((acc, hold: Holding) => {\n const name = hold.name\n\n if (name.toLowerCase() === holdingName) {\n // Since we lose the capitalization with the unique names, we take it from the last match.\n displayName = name\n return (\n (getHoldingValue(hold) * hold[allocationName as keyof typeof allocationColors]) / 100 +\n acc\n )\n }\n\n return acc\n }, 0)\n\n return {\n displayName,\n name: displayName,\n value: holdingsTotalValue,\n percentage: holdingsTotalValue / allocationValue,\n }\n })\n return investmentAllocationTotals\n}\n\nconst getHoldingValue = (holding: Holding) =>\n holding.calculated_market_value ? holding.calculated_market_value : holding.market_value\n\nexport const createInvestmentsAllocationData = (\n accounts: Account[],\n copy: InvestmentAllocationCopy,\n holdings: Holding[],\n) => {\n const allocationListDisplayNames = Object.values(copy.allocations_list)\n const investementAllocationData: InvestmentsAllocationData[] = []\n\n let totalAmount = 0\n\n const accountGuids = accounts.map(({ guid }) => guid)\n const updatedHoldings: Holding[] = holdings\n .filter(({ account_guid }) => accountGuids.includes(account_guid))\n .map((eachHolding) => {\n return {\n ...eachHolding,\n name: eachHolding.symbol \|\| eachHolding.description,\n gainLoss:\n eachHolding.cost_basis \|\| eachHolding.cost_basis === 0\n ? getHoldingValue(eachHolding) - eachHolding.cost_basis\n : 0,\n }\n })\n\n const { cashBalance, totalAccountBalance } = accounts.reduce(\n (sum, account) => {\n return {\n cashBalance: sum.cashBalance + (account.cash_balance \|\| 0),\n totalAccountBalance: sum.totalAccountBalance + (account.balance \|\| 0),\n }\n },\n { cashBalance: 0, totalAccountBalance: 0 },\n )\n const { marketValue, totalGainLoss } = updatedHoldings.reduce(\n (acc, holding) => {\n return {\n marketValue: acc.marketValue + getHoldingValue(holding),\n totalGainLoss: acc.totalGainLoss + holding.gainLoss,\n }\n },\n { marketValue: 0, totalGainLoss: 0 },\n )\n const totalMarketValue = marketValue + cashBalance\n\n allocationsList.forEach((allocation, index) => {\n const filteredHoldings = updatedHoldings.filter(\n (eachHolding) => !!eachHolding[allocation.name as keyof typeof allocationColors],\n )\n let holdingsTotal = filteredHoldings.reduce(\n (sum, holding) =>\n sum +\n (getHoldingValue(holding) * holding[allocation.name as keyof typeof allocationColors]) /\n 100,\n 0,\n )\n const investmentAllocationTotals = createHoldingsData(\n filteredHoldings,\n allocation.name,\n holdingsTotal,\n )\n if (allocation.name === 'allocations_cash' && cashBalance > 0) {\n // Updating holdingsTotal to include cash balance\n // This affects the holdingsTotal and percentage for this allocation\n holdingsTotal += cashBalance\n\n // Creating a holding item for cash balance\n const cashBalanceHolding = {\n displayName: copy.cash_balance_display_name,\n name: 'allocations_name',\n value: cashBalance,\n percentage: cashBalance / totalMarketValue,\n }\n\n investmentAllocationTotals.push(cashBalanceHolding)\n }\n\n // Shows allocation if holdingsTotal is greater than zero\n if (holdingsTotal > 0) {\n investementAllocationData.push({\n name: allocation.name,\n displayName: allocationListDisplayNames[index],\n guid: `${allocation.name}-${index}`,\n holdings: investmentAllocationTotals,\n percentage: holdingsTotal / totalMarketValue,\n value: holdingsTotal,\n color: allocationColors[allocation.name as keyof typeof allocationColors],\n })\n totalAmount += holdingsTotal\n }\n })\n const donutData: DonutData[] = investementAllocationData.map(\n ({ displayName, guid, color, value }) => ({\n id: guid,\n color: color,\n label: displayName,\n value: (value / totalAmount) * 100,\n }),\n )\n\n return {\n investmentsData: investementAllocationData,\n donutData,\n totalAmount,\n totalGainLoss,\n totalMarketValue,\n totalGainLossPercentage: totalGainLoss / totalAccountBalance,\n }\n}\n\nexport const percentageDisplay = (value: number) =>\n value < 0.001 ? '< 0.1%' : formatPercentage(value)\n\nexport const currencyDisplay = (value: number) => {\n if (value === 0) return formatCurrency(value, '0,0.00')\n return inRange(value, -0.01, 0.01) ? 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1	+ {"version":3,"file":"createInvestementsAllocationData.es.js","names":[],"sources":["../../../../../src/investments/components/allocation/util/createInvestementsAllocationData.tsx"],"sourcesContent":["import { Account, Holding } from '../../../../core'\nimport { ALLOCATION_KEYS, type AllocationKey } from '../../../../core/constants/Investments'\nimport { InvestmentAllocationCopy } from '../../../../core/types/localization/InvestmentsCopy'\nimport type { DonutData } from '../InvestmentsAllocationChart'\nimport { formatCurrency, formatPercentage } from '../../../../core/utils/NumberFormatting'\n\nexport interface InvestmentsAllocationData {\n name: string\n displayName: string\n guid: string\n holdings: InvestmentAllocationTotals[]\n percentage: number\n value: number\n color: string\n}\nexport interface InvestmentAllocationTotals {\n displayName: string\n name: string\n value: number\n percentage: number\n}\n\nconst allocationColors: Record<AllocationKey, string> = {\n allocations_cash: '#AEDCCC',\n allocations_convertible: '#80CAD0',\n allocations_foreign_bond: '#51B9D4',\n allocations_foreign_stock: '#3DA0C9',\n allocations_other: '#3583B8',\n allocations_preferred: '#2D66A7',\n allocations_unknown: '#161D6A',\n allocations_us_bond: '#254995',\n allocations_us_stock: '#1E2D84',\n}\nconst allocationsList = ALLOCATION_KEYS.map((name) => ({ name }))\n\nconst inRange = (n: number, start: number, end?: number) => {\n const rangeStart = end === undefined ? 0 : start\n const rangeEnd = end === undefined ? start : end\n return n >= Math.min(rangeStart, rangeEnd) && n < Math.max(rangeStart, rangeEnd)\n}\n\nconst createHoldingsData = (\n holdings: Holding[],\n allocationName: string,\n allocationValue: number,\n) => {\n const uniqueHoldings = [\n ...new Set(holdings.map((holding: Holding) => holding.name.toLowerCase())),\n ]\n let displayName: string\n const investmentAllocationTotals = uniqueHoldings.map((holdingName) => {\n // sum all the holdings with the same \"name\"\n const holdingsTotalValue = holdings.reduce((acc, hold: Holding) => {\n const name = hold.name\n\n if (name.toLowerCase() === holdingName) {\n // Since we lose the capitalization with the unique names, we take it from the last match.\n displayName = name\n return (\n (getHoldingValue(hold) * hold[allocationName as keyof typeof allocationColors]) / 100 +\n acc\n )\n }\n\n return acc\n }, 0)\n\n return {\n displayName,\n name: displayName,\n value: holdingsTotalValue,\n percentage: holdingsTotalValue / allocationValue,\n }\n })\n return investmentAllocationTotals\n}\n\nconst getHoldingValue = (holding: Holding) =>\n holding.calculated_market_value ? holding.calculated_market_value : holding.market_value\n\nexport const createInvestmentsAllocationData = (\n accounts: Account[],\n copy: InvestmentAllocationCopy,\n holdings: Holding[],\n) => {\n const allocationListDisplayNames = Object.values(copy.allocations_list)\n const investementAllocationData: InvestmentsAllocationData[] = []\n\n let totalAmount = 0\n\n const accountGuids = new Set(accounts.map(({ guid }) => guid))\n const updatedHoldings: Holding[] = holdings\n .filter(({ account_guid }) => accountGuids.has(account_guid))\n .map((eachHolding) => {\n return {\n ...eachHolding,\n name: eachHolding.symbol \|\| eachHolding.description,\n gainLoss:\n eachHolding.cost_basis \|\| eachHolding.cost_basis === 0\n ? getHoldingValue(eachHolding) - eachHolding.cost_basis\n : 0,\n }\n })\n\n const { cashBalance, totalAccountBalance } = accounts.reduce(\n (sum, account) => {\n return {\n cashBalance: sum.cashBalance + (account.cash_balance \|\| 0),\n totalAccountBalance: sum.totalAccountBalance + (account.balance \|\| 0),\n }\n },\n { cashBalance: 0, totalAccountBalance: 0 },\n )\n const { marketValue, totalGainLoss } = updatedHoldings.reduce(\n (acc, holding) => {\n return {\n marketValue: acc.marketValue + getHoldingValue(holding),\n totalGainLoss: acc.totalGainLoss + holding.gainLoss,\n }\n },\n { marketValue: 0, totalGainLoss: 0 },\n )\n const totalMarketValue = marketValue + cashBalance\n\n allocationsList.forEach((allocation, index) => {\n const filteredHoldings = updatedHoldings.filter(\n (eachHolding) => !!eachHolding[allocation.name as keyof typeof allocationColors],\n )\n let holdingsTotal = filteredHoldings.reduce(\n (sum, holding) =>\n sum +\n (getHoldingValue(holding) * holding[allocation.name as keyof typeof allocationColors]) /\n 100,\n 0,\n )\n const investmentAllocationTotals = createHoldingsData(\n filteredHoldings,\n allocation.name,\n holdingsTotal,\n )\n if (allocation.name === 'allocations_cash' && cashBalance > 0) {\n // Updating holdingsTotal to include cash balance\n // This affects the holdingsTotal and percentage for this allocation\n holdingsTotal += cashBalance\n\n // Creating a holding item for cash balance\n const cashBalanceHolding = {\n displayName: copy.cash_balance_display_name,\n name: 'allocations_name',\n value: cashBalance,\n percentage: cashBalance / totalMarketValue,\n }\n\n investmentAllocationTotals.push(cashBalanceHolding)\n }\n\n // Shows allocation if holdingsTotal is greater than zero\n if (holdingsTotal > 0) {\n investementAllocationData.push({\n name: allocation.name,\n displayName: allocationListDisplayNames[index],\n guid: `${allocation.name}-${index}`,\n holdings: investmentAllocationTotals,\n percentage: holdingsTotal / totalMarketValue,\n value: holdingsTotal,\n color: allocationColors[allocation.name as keyof typeof allocationColors],\n })\n totalAmount += holdingsTotal\n }\n })\n const donutData: DonutData[] = investementAllocationData.map(\n ({ displayName, guid, color, value }) => ({\n id: guid,\n color: color,\n label: displayName,\n value: (value / totalAmount) * 100,\n }),\n )\n\n return {\n investmentsData: investementAllocationData,\n donutData,\n totalAmount,\n totalGainLoss,\n totalMarketValue,\n totalGainLossPercentage: totalGainLoss / totalAccountBalance,\n }\n}\n\nexport const percentageDisplay = (value: number) =>\n value < 0.001 ? 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package/dist/recurringtransactions/components/shared/recurringsettings/AddRecurringTransaction.es.js CHANGED Viewed

@@ -12,8 +12,8 @@ import { Add as $ } from "@mxenabled/mx-icons";
 import { Fragment as H, jsx as a, jsxs as I } from "react/jsx-runtime";
 import { fromUnixTime as J } from "date-fns/fromUnixTime";
 import { formatISO as K } from "date-fns/formatISO";
-var ce = E(({ isIncome: i = !1, label: f, onAddRecurringTransaction: x = () => null }) => {
-  const { recurring: r } = w(), { filter: s, setFilter: c, transactions: _ } = G(), { addRepeatingTransaction: D } = B(), { user: C } = j(), [O, d] = o.useState(!1), [u, m] = o.useState(""), [p, R] = o.useState(L.EveryMonth), [l, A] = o.useState(1), [y, b] = o.useState(15), e = o.useMemo(() => _.find((t) => t.guid === u), [u, _]), q = () => {
+var ce = E(({ isIncome: i = !1, label: _, onAddRecurringTransaction: x = () => null }) => {
+  const { recurring: r } = w(), { filter: s, setFilter: c, transactions: f } = G(), { addRepeatingTransaction: D } = B(), { user: C } = j(), [O, d] = o.useState(!1), [u, m] = o.useState(""), [l, R] = o.useState(L.EveryMonth), [p, A] = o.useState(1), [g, b] = o.useState(15), e = o.useMemo(() => f.find((t) => t.guid === u), [u, f]), q = () => {
     d(!0), c(i ? {
       ...s,
       custom: F
@@ -23,26 +23,28 @@ var ce = E(({ isIncome: i = !1, label: f, onAddRecurringTransaction: x = () => n
     });
   }, v = async () => {
     if (!e) {
-      g();
+      y();
       return;
     }
     x();
-    const t = M(p, J(e.date), l), n = {
+    const t = M(l, J(e.date), p), n = {
       account_guid: e.account_guid,
       amount: e.amount,
+      category_guid: e.category_guid ?? null,
       created_by: 0,
+      main_class_guid: e.main_class_guid ?? null,
       merchant_guid: e.merchant_guid,
       description: e.payee || e.description || e.feed_description,
       predicted_occurs_on: K(t, { representation: "date" }),
-      recurrence_day: l,
-      recurrence_type: p,
+      recurrence_day: p,
+      recurrence_type: l,
       repeating_transaction_type: i ? T.Income : T.Bill,
-      second_recurrence_day: y,
+      second_recurrence_day: g,
       transaction_type: e.transaction_type,
       user_guid: C.guid
     };
-    await D(n, e), g();
-  }, g = () => {
+    await D(n, e), y();
+  }, y = () => {
     m(""), d(!1);
   };
   return /* @__PURE__ */ I(H, { children: [
@@ -50,13 +52,13 @@ var ce = E(({ isIncome: i = !1, label: f, onAddRecurringTransaction: x = () => n
       onClick: q,
       startIcon: /* @__PURE__ */ a($, { size: 24 }),
       variant: "contained",
-      children: f
+      children: _
     }),
     /* @__PURE__ */ a(S, {
       ariaLabelClose: r.close_drawer_aria,
       isOpen: O,
       onClose: () => d(!1),
-      title: f,
+      title: _,
       children: /* @__PURE__ */ a(k, {
         description: i ? r.add_income_description : r.add_expense_description,
         onSearch: (t) => {
@@ -75,12 +77,12 @@ var ce = E(({ isIncome: i = !1, label: f, onAddRecurringTransaction: x = () => n
       onPrimaryAction: v,
       title: i ? r.income_details : r.expense_details,
       children: e && /* @__PURE__ */ a(z, {
-        firstDay: l,
-        frequency: p,
+        firstDay: p,
+        frequency: l,
         onFirstDayChange: A,
         onFrequencyChange: R,
         onSecondDayChange: b,
-        secondDay: y,
+        secondDay: g,
         transaction: e
       })
     })

package/dist/recurringtransactions/components/shared/recurringsettings/AddRecurringTransaction.es.js.map CHANGED Viewed

	@@ -1 +1 @@
1	- {"version":3,"file":"AddRecurringTransaction.es.js","names":[],"sources":["../../../../../src/recurringtransactions/components/shared/recurringsettings/AddRecurringTransaction.tsx"],"sourcesContent":["import React from 'react'\nimport { observer } from 'mobx-react-lite'\nimport { formatISO } from 'date-fns/formatISO'\nimport { fromUnixTime } from 'date-fns/fromUnixTime'\n\nimport Button from '@mui/material/Button'\n\nimport { Add } from '@mxenabled/mx-icons'\n\nimport {\n Drawer,\n useGlobalCopyStore,\n useRecurringTransactionsStore,\n useTransactionStore,\n useUserStore,\n} from '../../../../common'\nimport {\n type RepeatingTransaction,\n type Transaction,\n Frequency,\n RepeatingType,\n} from '../../../../core'\n\nimport { SelectTransaction } from './SelectTransaction'\nimport { AddRecurringTransactionDetails } from './AddRecurringTransactionDetails'\n\nimport {\n expenseFilter,\n expenseFilterSearch,\n incomeFilter,\n incomeFilterSearch,\n} from '../../../../transactions/utils/Filters'\n\nimport { getNextPaymentDate } from '../../../../core/utils/RecurringTransactionsUtil'\n\ninterface AddRecurringTransactionProps {\n isIncome?: boolean\n label: string\n onAddRecurringTransaction?: () => void\n}\n\nexport const AddRecurringTransaction = observer(\n ({\n isIncome = false,\n label,\n onAddRecurringTransaction = () => null,\n }: AddRecurringTransactionProps) => {\n const { recurring: copy } = useGlobalCopyStore()\n const { filter, setFilter, transactions } = useTransactionStore()\n const { addRepeatingTransaction } = useRecurringTransactionsStore()\n const { user } = useUserStore()\n\n const [isSelectTransactionOpen, setIsSelectTransactionOpen] = React.useState(false)\n const [transactionGuid, setTransactionGuid] = React.useState('')\n const [frequency, setFrequency] = React.useState(Frequency.EveryMonth)\n const [firstDay, setFirstDay] = React.useState(1)\n const [secondDay, setSecondDay] = React.useState(15)\n\n const transaction = React.useMemo(\n () => transactions.find((t) => t.guid === transactionGuid),\n [transactionGuid, transactions],\n )\n\n const handleOpen = () => {\n setIsSelectTransactionOpen(true)\n\n if (isIncome) {\n setFilter({ ...filter, custom: incomeFilter })\n } else {\n setFilter({ ...filter, custom: expenseFilter })\n }\n }\n\n const handleAddRecurringTransaction = async () => {\n if (!transaction) {\n closeOnAdd()\n return\n }\n onAddRecurringTransaction()\n\n const nextDate = getNextPaymentDate(frequency, fromUnixTime(transaction.date), firstDay)\n\n const repeatingTransaction = {\n account_guid: transaction.account_guid,\n amount: transaction.amount,\n created_by: 0, // User\n merchant_guid: transaction.merchant_guid,\n description: transaction.payee \|\| transaction.description \|\| transaction.feed_description,\n predicted_occurs_on: formatISO(nextDate, { representation: 'date' }),\n recurrence_day: firstDay,\n recurrence_type: frequency,\n repeating_transaction_type: isIncome ? RepeatingType.Income : RepeatingType.Bill,\n second_recurrence_day: secondDay,\n transaction_type: transaction.transaction_type,\n user_guid: user.guid,\n } as RepeatingTransaction\n\n await addRepeatingTransaction(repeatingTransaction, transaction)\n closeOnAdd()\n }\n\n const closeOnAdd = () => {\n setTransactionGuid('')\n setIsSelectTransactionOpen(false)\n }\n\n return (\n <>\n <Button onClick={handleOpen} startIcon={<Add size={24} />} variant=\"contained\">\n {label}\n </Button>\n\n <Drawer\n ariaLabelClose={copy.close_drawer_aria}\n isOpen={isSelectTransactionOpen}\n onClose={() => setIsSelectTransactionOpen(false)}\n title={label}\n >\n <SelectTransaction\n description={isIncome ? copy.add_income_description : copy.add_expense_description}\n onSearch={(searchValue) => {\n setFilter({\n ...filter,\n custom: (transaction: Transaction) => {\n if (isIncome) {\n return searchValue\n ? incomeFilterSearch(transaction, searchValue)\n : incomeFilter(transaction)\n } else {\n return searchValue\n ? expenseFilterSearch(transaction, searchValue)\n : expenseFilter(transaction)\n }\n },\n })\n }}\n onSelected={(guid) => setTransactionGuid(guid)}\n />\n </Drawer>\n\n <Drawer\n ariaLabelClose={copy.close_drawer_aria}\n isOpen={Boolean(transactionGuid)}\n onClose={() => setTransactionGuid('')}\n onPrimaryAction={handleAddRecurringTransaction}\n title={isIncome ? copy.income_details : copy.expense_details}\n >\n {transaction && (\n <AddRecurringTransactionDetails\n firstDay={firstDay}\n frequency={frequency}\n onFirstDayChange={setFirstDay}\n onFrequencyChange={setFrequency}\n onSecondDayChange={setSecondDay}\n secondDay={secondDay}\n transaction={transaction}\n />\n )}\n </Drawer>\n </>\n )\n },\n)\n"],"mappings":";;;;;;;;;;;;;;AAyCA,IAAa,KAA0B,EAAA,CACpC,EACC,UAAA,IAAW,IACX,OAAA,GACA,2BAAA,IAAA,MAAkC,KAAA,MACA;AAClC,QAAM,EAAE,WAAW,EAAA,IAAS,EAAmB,GACzC,EAAE,QAAA,GAAQ,WAAA,GAAW,cAAA,EAAA,IAAiB,EAAoB,GAC1D,EAAE,yBAAA,EAAA,IAA4B,EAA8B,GAC5D,EAAE,MAAA,EAAA,IAAS,EAAa,GAExB,CAAC,GAAyB,CAAA,IAA8B,EAAM,SAAS,EAAK,GAC5E,CAAC,GAAiB,CAAA,IAAsB,EAAM,SAAS,EAAE,GACzD,CAAC,GAAW,CAAA,IAAgB,EAAM,SAAS,EAAU,UAAU,GAC/D,CAAC,GAAU,CAAA,IAAe,EAAM,SAAS,CAAC,GAC1C,CAAC,GAAW,CAAA,IAAgB,EAAM,SAAS,EAAE,GAE7C,IAAc,EAAM,QAAA,MAClB,EAAa,KAAA,CAAM,MAAM,EAAE,SAAS,CAAe,GACzD,CAAC,GAAiB,CAAY,CAChC,GAEM,IAAA,MAAmB;AACvB,IAAA,EAA2B,EAAI,GAG7B,EADE,IACQ;AAAA,MAAE,GAAG;AAAA,MAAQ,QAAQ;AAAA,IAAa,IAElC;AAAA,MAAE,GAAG;AAAA,MAAQ,QAAQ;AAAA,IAAc,CAFA;AAAA,EAIjD,GAEM,IAAgC,YAAY;AAChD,QAAI,CAAC,GAAa;AAChB,MAAA,EAAW;AACX;AAAA,IACF;AACA,IAAA,EAA0B;AAE1B,UAAM,IAAW,EAAmB,GAAW,EAAa,EAAY,IAAI,GAAG,CAAQ,GAEjF,IAAuB;AAAA,MAC3B,cAAc,EAAY;AAAA,MAC1B,QAAQ,EAAY;AAAA,MACpB,YAAY;AAAA,MACZ,eAAe,EAAY;AAAA,MAC3B,aAAa,EAAY,SAAS,EAAY,eAAe,EAAY;AAAA,MACzE,qBAAqB,EAAU,GAAU,EAAE,gBAAgB,OAAO,CAAC;AAAA,MACnE,gBAAgB;AAAA,MAChB,iBAAiB;AAAA,MACjB,4BAA4B,IAAW,EAAc,SAAS,EAAc;AAAA,MAC5E,uBAAuB;AAAA,MACvB,kBAAkB,EAAY;AAAA,MAC9B,WAAW,EAAK;AAAA,IAClB;AAEA,UAAM,EAAwB,GAAsB,CAAW,GAC/D,EAAW;AAAA,EACb,GAEM,IAAA,MAAmB;AACvB,IAAA,EAAmB,EAAE,GACrB,EAA2B,EAAK;AAAA,EAClC;AAEA,SACE,gBAAA,EAAA,GAAA,EAAA,UAAA;AAAA,IACE,gBAAA,EAAC,GAAD;AAAA,MAAQ,SAAS;AAAA,MAAY,WAAW,gBAAA,EAAC,GAAD,EAAK,MAAM,GAAK,CAAA;AAAA,MAAG,SAAQ;AAAA,MAChE,UAAA;AAAA,IACK,CAAA;AAAA,IAER,gBAAA,EAAC,GAAD;AAAA,MACE,gBAAgB,EAAK;AAAA,MACrB,QAAQ;AAAA,MACR,SAAA,MAAe,EAA2B,EAAK;AAAA,MAC/C,OAAO;AAAA,MAEP,UAAA,gBAAA,EAAC,GAAD;AAAA,QACE,aAAa,IAAW,EAAK,yBAAyB,EAAK;AAAA,QAC3D,UAAA,CAAW,MAAgB;AACzB,UAAA,EAAU;AAAA,YACR,GAAG;AAAA,YACH,QAAA,CAAS,MACH,IACK,IACH,EAAmB,GAAa,CAAW,IAC3C,EAAa,CAAW,IAErB,IACH,EAAoB,GAAa,CAAW,IAC5C,EAAc,CAAW;AAAA,UAGnC,CAAC;AAAA,QACH;AAAA,QACA,YAAA,CAAa,MAAS,EAAmB,CAAI;AAAA,MAC9C,CAAA;AAAA,IACK,CAAA;AAAA,IAER,gBAAA,EAAC,GAAD;AAAA,MACE,gBAAgB,EAAK;AAAA,MACrB,QAAQ,EAAQ;AAAA,MAChB,SAAA,MAAe,EAAmB,EAAE;AAAA,MACpC,iBAAiB;AAAA,MACjB,OAAO,IAAW,EAAK,iBAAiB,EAAK;AAAA,MAE5C,UAAA,KACC,gBAAA,EAAC,GAAD;AAAA,QACY,UAAA;AAAA,QACC,WAAA;AAAA,QACX,kBAAkB;AAAA,QAClB,mBAAmB;AAAA,QACnB,mBAAmB;AAAA,QACR,WAAA;AAAA,QACE,aAAA;AAAA,MACd,CAAA;AAAA,IAEG,CAAA;AAAA,EACR,EAAA,CAAA;AAEN,CACF"}
1	+ {"version":3,"file":"AddRecurringTransaction.es.js","names":[],"sources":["../../../../../src/recurringtransactions/components/shared/recurringsettings/AddRecurringTransaction.tsx"],"sourcesContent":["import React from 'react'\nimport { observer } from 'mobx-react-lite'\nimport { formatISO } from 'date-fns/formatISO'\nimport { fromUnixTime } from 'date-fns/fromUnixTime'\n\nimport Button from '@mui/material/Button'\n\nimport { Add } from '@mxenabled/mx-icons'\n\nimport {\n Drawer,\n useGlobalCopyStore,\n useRecurringTransactionsStore,\n useTransactionStore,\n useUserStore,\n} from '../../../../common'\nimport {\n type RepeatingTransaction,\n type Transaction,\n Frequency,\n RepeatingType,\n} from '../../../../core'\n\nimport { SelectTransaction } from './SelectTransaction'\nimport { AddRecurringTransactionDetails } from './AddRecurringTransactionDetails'\n\nimport {\n expenseFilter,\n expenseFilterSearch,\n incomeFilter,\n incomeFilterSearch,\n} from '../../../../transactions/utils/Filters'\n\nimport { getNextPaymentDate } from '../../../../core/utils/RecurringTransactionsUtil'\n\ninterface AddRecurringTransactionProps {\n isIncome?: boolean\n label: string\n onAddRecurringTransaction?: () => void\n}\n\nexport const AddRecurringTransaction = observer(\n ({\n isIncome = false,\n label,\n onAddRecurringTransaction = () => null,\n }: AddRecurringTransactionProps) => {\n const { recurring: copy } = useGlobalCopyStore()\n const { filter, setFilter, transactions } = useTransactionStore()\n const { addRepeatingTransaction } = useRecurringTransactionsStore()\n const { user } = useUserStore()\n\n const [isSelectTransactionOpen, setIsSelectTransactionOpen] = React.useState(false)\n const [transactionGuid, setTransactionGuid] = React.useState('')\n const [frequency, setFrequency] = React.useState(Frequency.EveryMonth)\n const [firstDay, setFirstDay] = React.useState(1)\n const [secondDay, setSecondDay] = React.useState(15)\n\n const transaction = React.useMemo(\n () => transactions.find((t) => t.guid === transactionGuid),\n [transactionGuid, transactions],\n )\n\n const handleOpen = () => {\n setIsSelectTransactionOpen(true)\n\n if (isIncome) {\n setFilter({ ...filter, custom: incomeFilter })\n } else {\n setFilter({ ...filter, custom: expenseFilter })\n }\n }\n\n const handleAddRecurringTransaction = async () => {\n if (!transaction) {\n closeOnAdd()\n return\n }\n onAddRecurringTransaction()\n\n const nextDate = getNextPaymentDate(frequency, fromUnixTime(transaction.date), firstDay)\n\n const repeatingTransaction = {\n account_guid: transaction.account_guid,\n amount: transaction.amount,\n category_guid: transaction.category_guid ?? null,\n created_by: 0, // User\n main_class_guid: transaction.main_class_guid ?? null,\n merchant_guid: transaction.merchant_guid,\n description: transaction.payee \|\| transaction.description \|\| transaction.feed_description,\n predicted_occurs_on: formatISO(nextDate, { representation: 'date' }),\n recurrence_day: firstDay,\n recurrence_type: frequency,\n repeating_transaction_type: isIncome ? RepeatingType.Income : RepeatingType.Bill,\n second_recurrence_day: secondDay,\n transaction_type: transaction.transaction_type,\n user_guid: user.guid,\n } as RepeatingTransaction\n\n await addRepeatingTransaction(repeatingTransaction, transaction)\n closeOnAdd()\n }\n\n const closeOnAdd = () => {\n setTransactionGuid('')\n setIsSelectTransactionOpen(false)\n }\n\n return (\n <>\n <Button onClick={handleOpen} startIcon={<Add size={24} />} variant=\"contained\">\n {label}\n </Button>\n\n <Drawer\n ariaLabelClose={copy.close_drawer_aria}\n isOpen={isSelectTransactionOpen}\n onClose={() => setIsSelectTransactionOpen(false)}\n title={label}\n >\n <SelectTransaction\n description={isIncome ? copy.add_income_description : copy.add_expense_description}\n onSearch={(searchValue) => {\n setFilter({\n ...filter,\n custom: (transaction: Transaction) => {\n if (isIncome) {\n return searchValue\n ? incomeFilterSearch(transaction, searchValue)\n : incomeFilter(transaction)\n } else {\n return searchValue\n ? expenseFilterSearch(transaction, searchValue)\n : expenseFilter(transaction)\n }\n },\n })\n }}\n onSelected={(guid) => setTransactionGuid(guid)}\n />\n </Drawer>\n\n <Drawer\n ariaLabelClose={copy.close_drawer_aria}\n isOpen={Boolean(transactionGuid)}\n onClose={() => setTransactionGuid('')}\n onPrimaryAction={handleAddRecurringTransaction}\n title={isIncome ? copy.income_details : copy.expense_details}\n >\n {transaction && (\n <AddRecurringTransactionDetails\n firstDay={firstDay}\n frequency={frequency}\n onFirstDayChange={setFirstDay}\n onFrequencyChange={setFrequency}\n onSecondDayChange={setSecondDay}\n secondDay={secondDay}\n transaction={transaction}\n />\n )}\n </Drawer>\n </>\n )\n },\n)\n"],"mappings":";;;;;;;;;;;;;;AAyCA,IAAa,KAA0B,EAAA,CACpC,EACC,UAAA,IAAW,IACX,OAAA,GACA,2BAAA,IAAA,MAAkC,KAAA,MACA;AAClC,QAAM,EAAE,WAAW,EAAA,IAAS,EAAmB,GACzC,EAAE,QAAA,GAAQ,WAAA,GAAW,cAAA,EAAA,IAAiB,EAAoB,GAC1D,EAAE,yBAAA,EAAA,IAA4B,EAA8B,GAC5D,EAAE,MAAA,EAAA,IAAS,EAAa,GAExB,CAAC,GAAyB,CAAA,IAA8B,EAAM,SAAS,EAAK,GAC5E,CAAC,GAAiB,CAAA,IAAsB,EAAM,SAAS,EAAE,GACzD,CAAC,GAAW,CAAA,IAAgB,EAAM,SAAS,EAAU,UAAU,GAC/D,CAAC,GAAU,CAAA,IAAe,EAAM,SAAS,CAAC,GAC1C,CAAC,GAAW,CAAA,IAAgB,EAAM,SAAS,EAAE,GAE7C,IAAc,EAAM,QAAA,MAClB,EAAa,KAAA,CAAM,MAAM,EAAE,SAAS,CAAe,GACzD,CAAC,GAAiB,CAAY,CAChC,GAEM,IAAA,MAAmB;AACvB,IAAA,EAA2B,EAAI,GAG7B,EADE,IACQ;AAAA,MAAE,GAAG;AAAA,MAAQ,QAAQ;AAAA,IAAa,IAElC;AAAA,MAAE,GAAG;AAAA,MAAQ,QAAQ;AAAA,IAAc,CAFA;AAAA,EAIjD,GAEM,IAAgC,YAAY;AAChD,QAAI,CAAC,GAAa;AAChB,MAAA,EAAW;AACX;AAAA,IACF;AACA,IAAA,EAA0B;AAE1B,UAAM,IAAW,EAAmB,GAAW,EAAa,EAAY,IAAI,GAAG,CAAQ,GAEjF,IAAuB;AAAA,MAC3B,cAAc,EAAY;AAAA,MAC1B,QAAQ,EAAY;AAAA,MACpB,eAAe,EAAY,iBAAiB;AAAA,MAC5C,YAAY;AAAA,MACZ,iBAAiB,EAAY,mBAAmB;AAAA,MAChD,eAAe,EAAY;AAAA,MAC3B,aAAa,EAAY,SAAS,EAAY,eAAe,EAAY;AAAA,MACzE,qBAAqB,EAAU,GAAU,EAAE,gBAAgB,OAAO,CAAC;AAAA,MACnE,gBAAgB;AAAA,MAChB,iBAAiB;AAAA,MACjB,4BAA4B,IAAW,EAAc,SAAS,EAAc;AAAA,MAC5E,uBAAuB;AAAA,MACvB,kBAAkB,EAAY;AAAA,MAC9B,WAAW,EAAK;AAAA,IAClB;AAEA,UAAM,EAAwB,GAAsB,CAAW,GAC/D,EAAW;AAAA,EACb,GAEM,IAAA,MAAmB;AACvB,IAAA,EAAmB,EAAE,GACrB,EAA2B,EAAK;AAAA,EAClC;AAEA,SACE,gBAAA,EAAA,GAAA,EAAA,UAAA;AAAA,IACE,gBAAA,EAAC,GAAD;AAAA,MAAQ,SAAS;AAAA,MAAY,WAAW,gBAAA,EAAC,GAAD,EAAK,MAAM,GAAK,CAAA;AAAA,MAAG,SAAQ;AAAA,MAChE,UAAA;AAAA,IACK,CAAA;AAAA,IAER,gBAAA,EAAC,GAAD;AAAA,MACE,gBAAgB,EAAK;AAAA,MACrB,QAAQ;AAAA,MACR,SAAA,MAAe,EAA2B,EAAK;AAAA,MAC/C,OAAO;AAAA,MAEP,UAAA,gBAAA,EAAC,GAAD;AAAA,QACE,aAAa,IAAW,EAAK,yBAAyB,EAAK;AAAA,QAC3D,UAAA,CAAW,MAAgB;AACzB,UAAA,EAAU;AAAA,YACR,GAAG;AAAA,YACH,QAAA,CAAS,MACH,IACK,IACH,EAAmB,GAAa,CAAW,IAC3C,EAAa,CAAW,IAErB,IACH,EAAoB,GAAa,CAAW,IAC5C,EAAc,CAAW;AAAA,UAGnC,CAAC;AAAA,QACH;AAAA,QACA,YAAA,CAAa,MAAS,EAAmB,CAAI;AAAA,MAC9C,CAAA;AAAA,IACK,CAAA;AAAA,IAER,gBAAA,EAAC,GAAD;AAAA,MACE,gBAAgB,EAAK;AAAA,MACrB,QAAQ,EAAQ;AAAA,MAChB,SAAA,MAAe,EAAmB,EAAE;AAAA,MACpC,iBAAiB;AAAA,MACjB,OAAO,IAAW,EAAK,iBAAiB,EAAK;AAAA,MAE5C,UAAA,KACC,gBAAA,EAAC,GAAD;AAAA,QACY,UAAA;AAAA,QACC,WAAA;AAAA,QACX,kBAAkB;AAAA,QAClB,mBAAmB;AAAA,QACnB,mBAAmB;AAAA,QACR,WAAA;AAAA,QACE,aAAA;AAAA,MACd,CAAA;AAAA,IAEG,CAAA;AAAA,EACR,EAAA,CAAA;AAEN,CACF"}

package/dist/recurringtransactions/components/shared/recurringsettings/SelectTransaction.es.js CHANGED Viewed

@@ -1,44 +1,46 @@
 import { useGlobalCopyStore as l } from "../../../../common/context/hooks.es.js";
-import m from "../../../../common/components/SearchBox.es.js";
-import { useTransactionsUiStore as h } from "../../../../transactions/context/hooks.es.js";
-import p from "../../../../transactions/components/shared/TransactionList.es.js";
-import { observer as f } from "mobx-react-lite";
-import _ from "@mui/material/Stack";
-import { P as u } from "@mxenabled/mxui";
-import { jsx as a, jsxs as d } from "react/jsx-runtime";
-var j = f(({ bgcolor: e = "background.default", description: o, onSearch: c, onSelected: s }) => {
-  const { recurring: r } = l(), { searchValue: i, setSearchValue: n } = h();
-  return /* @__PURE__ */ d(_, {
+import { isEligibleRepeatingTransaction as m } from "../../../../core/utils/RecurringTransactionsUtil.es.js";
+import p from "../../../../common/components/SearchBox.es.js";
+import { useTransactionsUiStore as f } from "../../../../transactions/context/hooks.es.js";
+import h from "../../../../transactions/components/shared/TransactionList.es.js";
+import { observer as _ } from "mobx-react-lite";
+import u from "@mui/material/Stack";
+import { P as d } from "@mxenabled/mxui";
+import { jsx as a, jsxs as g } from "react/jsx-runtime";
+var V = _(({ bgcolor: e = "background.default", description: o, onSearch: i, onSelected: c }) => {
+  const { recurring: r } = l(), { searchValue: s, setSearchValue: n } = f();
+  return /* @__PURE__ */ g(u, {
     sx: {
       bgcolor: e,
       gap: 16,
       pt: 8
     },
     children: [
-      o && /* @__PURE__ */ a(u, {
+      o && /* @__PURE__ */ a(d, {
         sx: { mx: 24 },
         children: o
       }),
-      /* @__PURE__ */ a(m, {
+      /* @__PURE__ */ a(p, {
         ariaLabel: r.select_transaction_search_aria,
         cancelAriaLabel: r.select_transaction_search_cancel_aria,
         onChange: (t) => {
-          n(t), c(t);
+          n(t), i(t);
         },
         placeholder: r.select_transaction_search_placeholder,
-        searchValue: i
+        searchValue: s
       }),
-      /* @__PURE__ */ a(p, {
+      /* @__PURE__ */ a(h, {
         bgcolor: e,
+        filter: m,
         height: "auto",
-        onClick: s,
+        onClick: c,
         showLoader: !1
       })
     ]
   });
 });
 export {
-  j as SelectTransaction
+  V as SelectTransaction
 };
 //# sourceMappingURL=SelectTransaction.es.js.map