@mx-cartographer/experiences 9.4.30 → 9.4.32

package/CHANGELOG.md

@@ -1,3 +1,11 @@
+## [9.4.32] - 09-18-2026
+
+- **ADDED** - Historical account balances to net worth widget
+
+## [9.4.31] - 09-18-2026
+
+- **FIXED** - Mini widget containers now expose a labelled `region` landmark, so screen readers announce the widget name (and a short summary, for Budgets) when the browse cursor lands on it instead of staying silent (MEW-3709)
+
 ## [9.4.30] - 09-17-2026
 
 - **FIXED** - Budgets bubble tooltip is hidden from assistive tech so it is no longer announced out of focus order or left undismissable by mobile screen readers (MEW-3715)

package/dist/budgets/BubbleBudgetsMiniWidget.es.js

@@ -1,24 +1,24 @@
-import { useBudgetsStore as D, useCategoryStore as S, useEvent as v, useGlobalCopyStore as x, useGlobalUiStore as E, useWidgetContainerProvider as L } from "../common/context/hooks.es.js";
-import { useWidgetLoadTimer as T } from "../common/hooks/useWidgetLoadTimer.es.js";
-import W from "../common/components/drawer/Drawer.es.js";
-import { ANALYTICS_EVENTS as w } from "../common/constants/Analytics.es.js";
-import { formatCurrency as O } from "../core/utils/NumberFormatting.es.js";
-import { getBudgetDifference as R } from "../core/utils/BudgetUtil.es.js";
-import H from "../common/components/MiniWidgetContainer.es.js";
-import I from "../common/components/Loader.es.js";
-import { AddBudgets as j } from "./components/AddBudgets.es.js";
-import { BubbleBudgets as k } from "./components/BubbleBudgets.es.js";
+import { useBudgetsStore as S, useCategoryStore as x, useEvent as E, useGlobalCopyStore as L, useGlobalUiStore as T, useWidgetContainerProvider as W } from "../common/context/hooks.es.js";
+import { useWidgetLoadTimer as w } from "../common/hooks/useWidgetLoadTimer.es.js";
+import O from "../common/components/drawer/Drawer.es.js";
+import { ANALYTICS_EVENTS as R } from "../common/constants/Analytics.es.js";
+import { formatCurrency as p } from "../core/utils/NumberFormatting.es.js";
+import { getBudgetDifference as H } from "../core/utils/BudgetUtil.es.js";
+import I from "../common/components/MiniWidgetContainer.es.js";
+import j from "../common/components/Loader.es.js";
+import { AddBudgets as k } from "./components/AddBudgets.es.js";
+import { BubbleBudgets as G } from "./components/BubbleBudgets.es.js";
 import o from "react";
-import { observer as G } from "mobx-react-lite";
-import N from "@mui/material/Stack";
-import { Text as h } from "@mxenabled/mxui";
+import { observer as N } from "mobx-react-lite";
+import $ from "@mui/material/Stack";
+import { Text as b } from "@mxenabled/mxui";
 import { endOfMonth as U } from "date-fns/endOfMonth";
 import { startOfMonth as z } from "date-fns/startOfMonth";
-import { jsx as r, jsxs as f } from "react/jsx-runtime";
+import { jsx as r, jsxs as h } from "react/jsx-runtime";
 import { useTheme as K } from "@mui/material/styles";
 import P from "@mui/material/Box";
 var V = ({ budgetsCopy: n, difference: i, handleAddClick: l, shouldShowZeroState: a }) => {
-  const { availableHeight: e = 0 } = L(), s = o.useRef(null);
+  const { availableHeight: e = 0 } = W(), s = o.useRef(null);
   o.useEffect(() => {
     e > 0 && s.current === null && (s.current = e);
   }, [e]);
@@ -26,77 +26,78 @@ var V = ({ budgetsCopy: n, difference: i, handleAddClick: l, shouldShowZeroState
     const t = s.current ?? e;
     return t > 0 ? Math.round(Math.max(120, Math.min(450, t * 0.8))) - 40 : 450;
   }, [e]);
-  return /* @__PURE__ */ f(N, {
+  return /* @__PURE__ */ h($, {
     sx: {
       height: "100%",
       justifyContent: "space-between"
     },
-    children: [/* @__PURE__ */ r(k, {
+    children: [/* @__PURE__ */ r(G, {
       createBudgetOnClick: l,
       height: u,
       isMiniWidget: !0,
       shouldShowZeroState: a
-    }), !a && /* @__PURE__ */ f(P, {
+    }), !a && /* @__PURE__ */ h(P, {
       ml: 16,
-      children: [/* @__PURE__ */ r(h, {
+      children: [/* @__PURE__ */ r(b, {
         bold: !0,
         color: i < 0 ? "error.main" : "success.main",
-        children: O(Math.abs(i), "0,0")
-      }), /* @__PURE__ */ r(h, { children: i < 0 ? n.overspent_in_budgets : n.left_in_budgets })]
+        children: p(Math.abs(i), "0,0")
+      }), /* @__PURE__ */ r(b, { children: i < 0 ? n.overspent_in_budgets : n.left_in_budgets })]
     })]
   });
 }, Y = (n) => {
-  const i = K(), { onEvent: l } = v(), { detailedBudgets: a, isDataLoaded: e, loadBudgetData: s, setTheme: u } = D(), { budgets: t, common: p } = x(), { isInitialized: c, selectedAccounts: m } = E(), { loadDateRangeCategoryTotals: b, loadMonthlyCategoryTotals: B } = S(), C = R(a), [_, d] = o.useState(!1);
+  const i = K(), { onEvent: l } = E(), { detailedBudgets: a, isDataLoaded: e, loadBudgetData: s, setTheme: u } = S(), { budgets: t, common: B } = L(), { isInitialized: m, selectedAccounts: c } = T(), { loadDateRangeCategoryTotals: _, loadMonthlyCategoryTotals: C } = x(), f = H(a), [y, d] = o.useState(!1);
   o.useEffect(() => {
     e || s().finally();
   }, []), o.useEffect(() => {
     u(i);
   }, [i]), o.useEffect(() => {
-    c && !e && (b(m, z(/* @__PURE__ */ new Date()), U(/* @__PURE__ */ new Date())).finally(), B(m).finally());
+    m && !e && (_(c, z(/* @__PURE__ */ new Date()), U(/* @__PURE__ */ new Date())).finally(), C(c).finally());
   }, [
-    c,
     m,
+    c,
     e
   ]);
-  const y = () => {
-    d(!0), l(w.BUDGETS_CLICK_ADD);
-  }, M = () => {
+  const M = () => {
+    d(!0), l(R.BUDGETS_CLICK_ADD);
+  }, A = () => {
     d(!1);
-  }, A = () => d(!1);
-  if (T({
+  }, v = () => d(!1);
+  if (w({
     widgetName: "BubbleBudgetsMiniWidget",
     isLoaded: e
-  }), !c || !e) return /* @__PURE__ */ r(I, {});
-  const g = a.length === 0;
-  return /* @__PURE__ */ f(H, {
+  }), !m || !e) return /* @__PURE__ */ r(j, {});
+  const g = a.length === 0, D = g ? void 0 : `${p(Math.abs(f), "0,0")} ${f < 0 ? t.overspent_in_budgets : t.left_in_budgets}`;
+  return /* @__PURE__ */ h(I, {
     contentStyles: {
       height: "calc(100% - 66px)",
       ":last-child": { pb: 0 }
     },
     primaryCtaLabel: g ? t.get_started_cta : t.details_cta,
     primaryCtaLabelAria: t.details_cta_aria,
+    summaryAria: D,
     sx: { height: "100%" },
     title: t.budgets_title,
     ...n,
     children: [/* @__PURE__ */ r(V, {
       budgetsCopy: t,
-      difference: C,
-      handleAddClick: y,
+      difference: f,
+      handleAddClick: M,
       shouldShowZeroState: g
-    }), /* @__PURE__ */ r(W, {
-      ariaLabelClose: p.close_aria,
-      isOpen: _,
+    }), /* @__PURE__ */ r(O, {
+      ariaLabelClose: B.close_aria,
+      isOpen: y,
       onClose: () => d(!1),
       title: t.add_new_title,
-      children: /* @__PURE__ */ r(j, {
-        onAddBudget: M,
-        onRecalculateBudgets: A
+      children: /* @__PURE__ */ r(k, {
+        onAddBudget: A,
+        onRecalculateBudgets: v
       })
     })]
   });
-}, me = G(Y);
+}, fe = N(Y);
 export {
-  me as default
+  fe as default
 };
 
 //# sourceMappingURL=BubbleBudgetsMiniWidget.es.js.map

package/dist/budgets/BubbleBudgetsMiniWidget.es.js.map

@@ -1 +1 @@
-{"version":3,"file":"BubbleBudgetsMiniWidget.es.js","names":[],"sources":["../../src/budgets/BubbleBudgetsMiniWidget.tsx"],"sourcesContent":["import React from 'react'\nimport { observer } from 'mobx-react-lite'\n\nimport { endOfMonth } from 'date-fns/endOfMonth'\nimport { startOfMonth } from 'date-fns/startOfMonth'\n\nimport Box from '@mui/material/Box'\nimport Stack from '@mui/material/Stack'\nimport { useTheme } from '@mui/material/styles'\n\nimport { Text } from '@mxenabled/mxui'\n\nimport {\n  ANALYTICS_EVENTS,\n  Drawer,\n  Loader,\n  MiniWidgetContainer,\n  useBudgetsStore,\n  useCategoryStore,\n  useEvent,\n  useGlobalCopyStore,\n  useGlobalUiStore,\n  useWidgetContainerProvider,\n  useWidgetLoadTimer,\n} from '../common'\nimport { type BudgetsCopy, type MiniWidgetProps } from '../core'\n\nimport { AddBudgets } from './components/AddBudgets'\nimport { BubbleBudgets } from './components/BubbleBudgets'\nimport { getBudgetDifference } from '../core/utils/BudgetUtil'\nimport { formatCurrency } from '../core/utils/NumberFormatting'\n\ninterface BubbleBudgetsContentProps {\n  budgetsCopy: BudgetsCopy\n  difference: number\n  handleAddClick: () => void\n  shouldShowZeroState: boolean\n}\n\nconst BubbleBudgetsContent: React.FC<BubbleBudgetsContentProps> = ({\n  budgetsCopy,\n  difference,\n  handleAddClick,\n  shouldShowZeroState,\n}) => {\n  const { availableHeight = 0 } = useWidgetContainerProvider()\n  const initialHeightRef = React.useRef<number | null>(null)\n\n  React.useEffect(() => {\n    if (availableHeight > 0 && initialHeightRef.current === null) {\n      initialHeightRef.current = availableHeight\n    }\n  }, [availableHeight])\n\n  const bubbleHeight = React.useMemo(() => {\n    const baseHeight = initialHeightRef.current ?? availableHeight\n\n    if (baseHeight > 0) return Math.round(Math.max(120, Math.min(450, baseHeight * 0.8))) - 40\n\n    return 450\n  }, [availableHeight])\n\n  return (\n    <Stack sx={{ height: '100%', justifyContent: 'space-between' }}>\n      <BubbleBudgets\n        createBudgetOnClick={handleAddClick}\n        height={bubbleHeight}\n        isMiniWidget={true}\n        shouldShowZeroState={shouldShowZeroState}\n      />\n\n      {!shouldShowZeroState && (\n        <Box ml={16}>\n          <Text bold={true} color={difference < 0 ? 'error.main' : 'success.main'}>\n            {formatCurrency(Math.abs(difference), '0,0')}\n          </Text>\n          <Text>\n            {difference < 0 ? budgetsCopy.overspent_in_budgets : budgetsCopy.left_in_budgets}\n          </Text>\n        </Box>\n      )}\n    </Stack>\n  )\n}\n\nconst BubbleBudgetsMiniWidget = (props: MiniWidgetProps) => {\n  const theme = useTheme()\n\n  const { onEvent } = useEvent()\n  const { detailedBudgets: budgets, isDataLoaded, loadBudgetData, setTheme } = useBudgetsStore()\n  const { budgets: budgetsCopy, common: commonCopy } = useGlobalCopyStore()\n  const { isInitialized, selectedAccounts } = useGlobalUiStore()\n  const { loadDateRangeCategoryTotals, loadMonthlyCategoryTotals } = useCategoryStore()\n  const difference = getBudgetDifference(budgets)\n\n  const [isAddOpen, setIsAddOpen] = React.useState(false)\n\n  React.useEffect(() => {\n    if (!isDataLoaded) {\n      loadBudgetData().finally()\n    }\n  }, [])\n\n  React.useEffect(() => {\n    setTheme(theme)\n  }, [theme])\n\n  React.useEffect(() => {\n    if (isInitialized && !isDataLoaded) {\n      loadDateRangeCategoryTotals(\n        selectedAccounts,\n        startOfMonth(new Date()),\n        endOfMonth(new Date()),\n      ).finally()\n      loadMonthlyCategoryTotals(selectedAccounts).finally()\n    }\n  }, [isInitialized, selectedAccounts, isDataLoaded])\n\n  const handleAddClick = () => {\n    setIsAddOpen(true)\n    onEvent(ANALYTICS_EVENTS.BUDGETS_CLICK_ADD)\n  }\n\n  const handleBudgetAdded = () => {\n    setIsAddOpen(false)\n  }\n\n  const handleBudgetsRecalculated = () => setIsAddOpen(false)\n\n  useWidgetLoadTimer({\n    widgetName: 'BubbleBudgetsMiniWidget',\n    isLoaded: isDataLoaded,\n  })\n\n  if (!isInitialized || !isDataLoaded) return <Loader />\n\n  const shouldShowZeroState = budgets.length === 0\n\n  return (\n    <MiniWidgetContainer\n      contentStyles={{ height: 'calc(100% - 66px)', ':last-child': { pb: 0 } }}\n      primaryCtaLabel={shouldShowZeroState ? budgetsCopy.get_started_cta : budgetsCopy.details_cta}\n      primaryCtaLabelAria={budgetsCopy.details_cta_aria}\n      sx={{ height: '100%' }}\n      title={budgetsCopy.budgets_title}\n      {...props}\n    >\n      <BubbleBudgetsContent\n        budgetsCopy={budgetsCopy}\n        difference={difference}\n        handleAddClick={handleAddClick}\n        shouldShowZeroState={shouldShowZeroState}\n      />\n\n      <Drawer\n        ariaLabelClose={commonCopy.close_aria}\n        isOpen={isAddOpen}\n        onClose={() => setIsAddOpen(false)}\n        title={budgetsCopy.add_new_title}\n      >\n        <AddBudgets\n          onAddBudget={handleBudgetAdded}\n          onRecalculateBudgets={handleBudgetsRecalculated}\n        />\n      </Drawer>\n    </MiniWidgetContainer>\n  )\n}\n\nexport default observer(BubbleBudgetsMiniWidget)\n"],"mappings":";;;;;;;;;;;;;;;;;;;AAuCA,IAAM,IAAA,CAA6D,EACjE,aAAA,GACA,YAAA,GACA,gBAAA,GACA,qBAAA,EAAA,MACI;AACJ,QAAM,EAAE,iBAAA,IAAkB,EAAA,IAAM,EAA2B,GACrD,IAAmB,EAAM,OAAsB,IAAI;AAEzD,EAAA,EAAM,UAAA,MAAgB;AACpB,IAAI,IAAkB,KAAK,EAAiB,YAAY,SACtD,EAAiB,UAAU;AAAA,EAE/B,GAAG,CAAC,CAAe,CAAC;AAEpB,QAAM,IAAe,EAAM,QAAA,MAAc;AACvC,UAAM,IAAa,EAAiB,WAAW;AAE/C,WAAI,IAAa,IAAU,KAAK,MAAM,KAAK,IAAI,KAAK,KAAK,IAAI,KAAK,IAAa,GAAG,CAAC,CAAC,IAAI,KAEjF;AAAA,EACT,GAAG,CAAC,CAAe,CAAC;AAEpB,SACE,gBAAA,EAAC,GAAD;AAAA,IAAO,IAAI;AAAA,MAAE,QAAQ;AAAA,MAAQ,gBAAgB;AAAA,IAAgB;AAAA,IAA7D,UAAA,CACE,gBAAA,EAAC,GAAD;AAAA,MACE,qBAAqB;AAAA,MACrB,QAAQ;AAAA,MACR,cAAc;AAAA,MACO,qBAAA;AAAA,IACtB,CAAA,GAEA,CAAC,KACA,gBAAA,EAAC,GAAD;AAAA,MAAK,IAAI;AAAA,MAAT,UAAA,CACE,gBAAA,EAAC,GAAD;AAAA,QAAM,MAAM;AAAA,QAAM,OAAO,IAAa,IAAI,eAAe;AAAA,QACtD,UAAA,EAAe,KAAK,IAAI,CAAU,GAAG,KAAK;AAAA,MACvC,CAAA,GACN,gBAAA,EAAC,GAAD,EAAA,UACG,IAAa,IAAI,EAAY,uBAAuB,EAAY,gBAC7D,CAAA,CACH;AAAA,IAEF,CAAA,CAAA;AAAA;AAEX,GAEM,IAAA,CAA2B,MAA2B;AAC1D,QAAM,IAAQ,EAAS,GAEjB,EAAE,SAAA,EAAA,IAAY,EAAS,GACvB,EAAE,iBAAiB,GAAS,cAAA,GAAc,gBAAA,GAAgB,UAAA,EAAA,IAAa,EAAgB,GACvF,EAAE,SAAS,GAAa,QAAQ,EAAA,IAAe,EAAmB,GAClE,EAAE,eAAA,GAAe,kBAAA,EAAA,IAAqB,EAAiB,GACvD,EAAE,6BAAA,GAA6B,2BAAA,EAAA,IAA8B,EAAiB,GAC9E,IAAa,EAAoB,CAAO,GAExC,CAAC,GAAW,CAAA,IAAgB,EAAM,SAAS,EAAK;AAEtD,EAAA,EAAM,UAAA,MAAgB;AACpB,IAAK,KACH,EAAe,EAAE,QAAQ;AAAA,EAE7B,GAAG,CAAC,CAAC,GAEL,EAAM,UAAA,MAAgB;AACpB,IAAA,EAAS,CAAK;AAAA,EAChB,GAAG,CAAC,CAAK,CAAC,GAEV,EAAM,UAAA,MAAgB;AACpB,IAAI,KAAiB,CAAC,MACpB,EACE,GACA,EAAa,oBAAI,KAAK,CAAC,GACvB,EAAW,oBAAI,KAAK,CAAC,CACvB,EAAE,QAAQ,GACV,EAA0B,CAAgB,EAAE,QAAQ;AAAA,EAExD,GAAG;AAAA,IAAC;AAAA,IAAe;AAAA,IAAkB;AAAA,EAAY,CAAC;AAElD,QAAM,IAAA,MAAuB;AAC3B,IAAA,EAAa,EAAI,GACjB,EAAQ,EAAiB,iBAAiB;AAAA,EAC5C,GAEM,IAAA,MAA0B;AAC9B,IAAA,EAAa,EAAK;AAAA,EACpB,GAEM,IAAA,MAAkC,EAAa,EAAK;AAO1D,MALA,EAAmB;AAAA,IACjB,YAAY;AAAA,IACZ,UAAU;AAAA,EACZ,CAAC,GAEG,CAAC,KAAiB,CAAC,EAAc,QAAO,gBAAA,EAAC,GAAD,CAAS,CAAA;AAErD,QAAM,IAAsB,EAAQ,WAAW;AAE/C,SACE,gBAAA,EAAC,GAAD;AAAA,IACE,eAAe;AAAA,MAAE,QAAQ;AAAA,MAAqB,eAAe,EAAE,IAAI,EAAE;AAAA,IAAE;AAAA,IACvE,iBAAiB,IAAsB,EAAY,kBAAkB,EAAY;AAAA,IACjF,qBAAqB,EAAY;AAAA,IACjC,IAAI,EAAE,QAAQ,OAAO;AAAA,IACrB,OAAO,EAAY;AAAA,IACnB,GAAI;AAAA,IANN,UAAA,CAQE,gBAAA,EAAC,GAAD;AAAA,MACe,aAAA;AAAA,MACD,YAAA;AAAA,MACI,gBAAA;AAAA,MACK,qBAAA;AAAA,IACtB,CAAA,GAED,gBAAA,EAAC,GAAD;AAAA,MACE,gBAAgB,EAAW;AAAA,MAC3B,QAAQ;AAAA,MACR,SAAA,MAAe,EAAa,EAAK;AAAA,MACjC,OAAO,EAAY;AAAA,MAEnB,UAAA,gBAAA,EAAC,GAAD;AAAA,QACE,aAAa;AAAA,QACb,sBAAsB;AAAA,MACvB,CAAA;AAAA,IACK,CAAA,CACW;AAAA;AAEzB,GAEA,KAAe,EAAS,CAAuB"}
+{"version":3,"file":"BubbleBudgetsMiniWidget.es.js","names":[],"sources":["../../src/budgets/BubbleBudgetsMiniWidget.tsx"],"sourcesContent":["import React from 'react'\nimport { observer } from 'mobx-react-lite'\n\nimport { endOfMonth } from 'date-fns/endOfMonth'\nimport { startOfMonth } from 'date-fns/startOfMonth'\n\nimport Box from '@mui/material/Box'\nimport Stack from '@mui/material/Stack'\nimport { useTheme } from '@mui/material/styles'\n\nimport { Text } from '@mxenabled/mxui'\n\nimport {\n  ANALYTICS_EVENTS,\n  Drawer,\n  Loader,\n  MiniWidgetContainer,\n  useBudgetsStore,\n  useCategoryStore,\n  useEvent,\n  useGlobalCopyStore,\n  useGlobalUiStore,\n  useWidgetContainerProvider,\n  useWidgetLoadTimer,\n} from '../common'\nimport { type BudgetsCopy, type MiniWidgetProps } from '../core'\n\nimport { AddBudgets } from './components/AddBudgets'\nimport { BubbleBudgets } from './components/BubbleBudgets'\nimport { getBudgetDifference } from '../core/utils/BudgetUtil'\nimport { formatCurrency } from '../core/utils/NumberFormatting'\n\ninterface BubbleBudgetsContentProps {\n  budgetsCopy: BudgetsCopy\n  difference: number\n  handleAddClick: () => void\n  shouldShowZeroState: boolean\n}\n\nconst BubbleBudgetsContent: React.FC<BubbleBudgetsContentProps> = ({\n  budgetsCopy,\n  difference,\n  handleAddClick,\n  shouldShowZeroState,\n}) => {\n  const { availableHeight = 0 } = useWidgetContainerProvider()\n  const initialHeightRef = React.useRef<number | null>(null)\n\n  React.useEffect(() => {\n    if (availableHeight > 0 && initialHeightRef.current === null) {\n      initialHeightRef.current = availableHeight\n    }\n  }, [availableHeight])\n\n  const bubbleHeight = React.useMemo(() => {\n    const baseHeight = initialHeightRef.current ?? availableHeight\n\n    if (baseHeight > 0) return Math.round(Math.max(120, Math.min(450, baseHeight * 0.8))) - 40\n\n    return 450\n  }, [availableHeight])\n\n  return (\n    <Stack sx={{ height: '100%', justifyContent: 'space-between' }}>\n      <BubbleBudgets\n        createBudgetOnClick={handleAddClick}\n        height={bubbleHeight}\n        isMiniWidget={true}\n        shouldShowZeroState={shouldShowZeroState}\n      />\n\n      {!shouldShowZeroState && (\n        <Box ml={16}>\n          <Text bold={true} color={difference < 0 ? 'error.main' : 'success.main'}>\n            {formatCurrency(Math.abs(difference), '0,0')}\n          </Text>\n          <Text>\n            {difference < 0 ? budgetsCopy.overspent_in_budgets : budgetsCopy.left_in_budgets}\n          </Text>\n        </Box>\n      )}\n    </Stack>\n  )\n}\n\nconst BubbleBudgetsMiniWidget = (props: MiniWidgetProps) => {\n  const theme = useTheme()\n\n  const { onEvent } = useEvent()\n  const { detailedBudgets: budgets, isDataLoaded, loadBudgetData, setTheme } = useBudgetsStore()\n  const { budgets: budgetsCopy, common: commonCopy } = useGlobalCopyStore()\n  const { isInitialized, selectedAccounts } = useGlobalUiStore()\n  const { loadDateRangeCategoryTotals, loadMonthlyCategoryTotals } = useCategoryStore()\n  const difference = getBudgetDifference(budgets)\n\n  const [isAddOpen, setIsAddOpen] = React.useState(false)\n\n  React.useEffect(() => {\n    if (!isDataLoaded) {\n      loadBudgetData().finally()\n    }\n  }, [])\n\n  React.useEffect(() => {\n    setTheme(theme)\n  }, [theme])\n\n  React.useEffect(() => {\n    if (isInitialized && !isDataLoaded) {\n      loadDateRangeCategoryTotals(\n        selectedAccounts,\n        startOfMonth(new Date()),\n        endOfMonth(new Date()),\n      ).finally()\n      loadMonthlyCategoryTotals(selectedAccounts).finally()\n    }\n  }, [isInitialized, selectedAccounts, isDataLoaded])\n\n  const handleAddClick = () => {\n    setIsAddOpen(true)\n    onEvent(ANALYTICS_EVENTS.BUDGETS_CLICK_ADD)\n  }\n\n  const handleBudgetAdded = () => {\n    setIsAddOpen(false)\n  }\n\n  const handleBudgetsRecalculated = () => setIsAddOpen(false)\n\n  useWidgetLoadTimer({\n    widgetName: 'BubbleBudgetsMiniWidget',\n    isLoaded: isDataLoaded,\n  })\n\n  if (!isInitialized || !isDataLoaded) return <Loader />\n\n  const shouldShowZeroState = budgets.length === 0\n\n  const summaryAria = shouldShowZeroState\n    ? 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package/dist/common/components/MiniWidgetContainer.d.ts

@@ -11,6 +11,17 @@ interface CardContainerProps {
     subTitle?: string;
     sx?: SxProps;
     title?: string;
+    /**
+     * Accessible name for the widget region when no visible `title` is rendered.
+     * When `title` is present, the region is labelled by the title text instead.
+     */
+    titleAria?: string;
+    /**
+     * Extra summary read after the title when the screen-reader cursor lands on
+     * the region (e.g. "$240 left in budgets"). Appended to the region's
+     * accessible name via a visually-hidden node so it is announced but not shown.
+     */
+    summaryAria?: string;
 }
 declare const MiniWidgetContainer: React.FC<React.PropsWithChildren<CardContainerProps>>;
 export default MiniWidgetContainer;

package/dist/common/components/MiniWidgetContainer.es.js

@@ -1,77 +1,103 @@
-import { WidgetContainerProvider as x } from "../context/WidgetContainerProvider.es.js";
-import { useDimensions as u } from "../hooks/useDimensions.es.js";
-import "react";
-import { H3 as b, P as v, Text as C } from "@mxenabled/mxui";
-import I from "@mui/material/Button";
-import { ChevronRight as z, Icon as H } from "@mxenabled/mx-icons";
-import { Fragment as y, jsx as r, jsxs as i } from "react/jsx-runtime";
-import B from "@mui/material/Box";
-import R from "@mui/material/IconButton";
-import W from "@mui/material/Card";
-import j from "@mui/material/CardContent";
-import w from "@mui/material/CardHeader";
-var K = ({ children: a, className: m = "mx-cmn-mini-widget", closeLabel: l, contentStyles: d, onClose: e, onPrimaryCtaClick: o, primaryCtaLabel: c = "", primaryCtaLabelAria: s = "", subTitle: t = "", sx: p = {}, title: n = "" }) => {
-  const [h, { height: f, width: g }] = u();
-  return /* @__PURE__ */ i(W, {
-    className: m,
+import { WidgetContainerProvider as j } from "../context/WidgetContainerProvider.es.js";
+import { useDimensions as z } from "../hooks/useDimensions.es.js";
+import m from "react";
+import { H3 as H, P as y, Text as R } from "@mxenabled/mxui";
+import W from "@mui/material/Button";
+import { ChevronRight as F, Icon as P } from "@mxenabled/mx-icons";
+import { Fragment as S, jsx as i, jsxs as r } from "react/jsx-runtime";
+import s from "@mui/material/Box";
+import T from "@mui/material/IconButton";
+import $ from "@mui/material/Card";
+import k from "@mui/material/CardContent";
+import D from "@mui/material/CardHeader";
+var X = ({ children: p, className: h = "mx-cmn-mini-widget", closeLabel: f, contentStyles: x, onClose: t, onPrimaryCtaClick: n, primaryCtaLabel: g = "", primaryCtaLabelAria: b = "", subTitle: a = "", sx: u = {}, title: o = "", titleAria: v, summaryAria: e }) => {
+  const [I, { height: B, width: C }] = z(), l = m.useId(), d = m.useId(), c = !!o, w = c ? [l, e && d].filter(Boolean).join(" ") : void 0;
+  return /* @__PURE__ */ r($, {
+    "aria-label": c ? void 0 : [v, e].filter(Boolean).join(", ") || void 0,
+    "aria-labelledby": w,
+    className: h,
+    component: "section",
     sx: {
       touchAction: "manipulation",
-      ...p
+      ...u
     },
-    children: [/* @__PURE__ */ r(w, {
-      sx: { pb: 8 },
-      title: /* @__PURE__ */ i(y, { children: [/* @__PURE__ */ i(B, {
+    children: [
+      e && /* @__PURE__ */ i(s, {
+        "aria-hidden": "true",
+        id: d,
         sx: {
-          alignItems: "center",
-          display: "grid",
-          gap: 2,
-          gridTemplateColumns: "1fr auto",
-          pb: 4
+          position: "absolute",
+          width: "1px",
+          height: "1px",
+          padding: 0,
+          margin: "-1px",
+          overflow: "hidden",
+          clip: "rect(0 0 0 0)",
+          clipPath: "inset(50%)",
+          whiteSpace: "nowrap",
+          border: 0
         },
-        children: [n && /* @__PURE__ */ r(b, { children: n }), e ? /* @__PURE__ */ r(R, {
-          "aria-label": l,
-          onClick: e,
-          size: "small",
-          children: /* @__PURE__ */ r(H, {
-            name: "close",
-            size: 24
-          })
-        }) : o && /* @__PURE__ */ r(I, {
-          "aria-label": s,
-          endIcon: /* @__PURE__ */ r(z, {}),
-          onClick: o,
-          size: "small",
-          children: /* @__PURE__ */ r(C, {
-            bold: !0,
-            variant: "body2",
-            children: c
-          })
-        })]
-      }), t && /* @__PURE__ */ r(v, {
-        color: "text.secondary",
+        children: e
+      }),
+      /* @__PURE__ */ i(D, {
+        sx: { pb: 8 },
+        title: /* @__PURE__ */ r(S, { children: [/* @__PURE__ */ r(s, {
+          sx: {
+            alignItems: "center",
+            display: "grid",
+            gap: 2,
+            gridTemplateColumns: "1fr auto",
+            pb: 4
+          },
+          children: [o && /* @__PURE__ */ i(H, {
+            id: l,
+            children: o
+          }), t ? /* @__PURE__ */ i(T, {
+            "aria-label": f,
+            onClick: t,
+            size: "small",
+            children: /* @__PURE__ */ i(P, {
+              name: "close",
+              size: 24
+            })
+          }) : n && /* @__PURE__ */ i(W, {
+            "aria-label": b,
+            endIcon: /* @__PURE__ */ i(F, {}),
+            onClick: n,
+            size: "small",
+            children: /* @__PURE__ */ i(R, {
+              bold: !0,
+              variant: "body2",
+              children: g
+            })
+          })]
+        }), a && /* @__PURE__ */ i(y, {
+          color: "text.secondary",
+          sx: {
+            fontSize: 15,
+            lineHeight: "20px"
+          },
+          variant: "body2",
+          children: a
+        })] })
+      }),
+      /* @__PURE__ */ i(k, {
+        ref: I,
         sx: {
-          fontSize: 15,
-          lineHeight: "20px"
+          p: 0,
+          ...x
         },
-        variant: "body2",
-        children: t
-      })] })
-    }), /* @__PURE__ */ r(j, {
-      ref: h,
-      sx: {
-        p: 0,
-        ...d
-      },
-      children: /* @__PURE__ */ r(x, {
-        availableHeight: f,
-        availableWidth: g,
-        children: a
+        children: /* @__PURE__ */ i(j, {
+          availableHeight: B,
+          availableWidth: C,
+          children: p
+        })
       })
-    })]
+    ]
   });
 };
 export {
-  K as default
+  X as default
 };
 
 //# sourceMappingURL=MiniWidgetContainer.es.js.map

package/dist/common/components/MiniWidgetContainer.es.js.map

@@ -1 +1 @@
-{"version":3,"file":"MiniWidgetContainer.es.js","names":[],"sources":["../../../src/common/components/MiniWidgetContainer.tsx"],"sourcesContent":["import React from 'react'\n\nimport Box from '@mui/material/Box'\nimport Button from '@mui/material/Button'\nimport Card from '@mui/material/Card'\nimport CardHeader from '@mui/material/CardHeader'\nimport CardContent from '@mui/material/CardContent'\nimport IconButton from '@mui/material/IconButton'\nimport type { SxProps } from '@mui/material/styles'\n\nimport { Icon } from '@mxenabled/mx-icons'\nimport { ChevronRight } from '@mxenabled/mx-icons'\n\nimport { H3, P, Text } from '@mxenabled/mxui'\n\nimport { WidgetContainerProvider } from '../context'\nimport { useDimensions } from '../hooks/useDimensions'\n\ninterface CardContainerProps {\n  className?: string\n  closeLabel?: string\n  contentStyles?: SxProps\n  onClose?: () => void\n  onPrimaryCtaClick?: () => void\n  primaryCtaLabel?: string\n  primaryCtaLabelAria?: string\n  subTitle?: string\n  sx?: SxProps\n  title?: string\n}\n\nconst MiniWidgetContainer: React.FC<React.PropsWithChildren<CardContainerProps>> = ({\n  children,\n  className = 'mx-cmn-mini-widget',\n  closeLabel,\n  contentStyles,\n  onClose,\n  onPrimaryCtaClick,\n  primaryCtaLabel = '',\n  primaryCtaLabelAria = '',\n  subTitle = '',\n  sx = {},\n  title = '',\n}) => {\n  const [containerRef, { height, width }] = useDimensions()\n\n  return (\n    <Card className={className} sx={{ touchAction: 'manipulation', ...sx }}>\n      <CardHeader\n        sx={{ pb: 8 }}\n        title={\n          <>\n            <Box\n              sx={{\n                alignItems: 'center',\n                display: 'grid',\n                gap: 2,\n                gridTemplateColumns: '1fr auto',\n                pb: 4,\n              }}\n            >\n              {title && <H3>{title}</H3>}\n\n              {onClose ? (\n                <IconButton aria-label={closeLabel} onClick={onClose} size=\"small\">\n                  <Icon name=\"close\" size={24} />\n                </IconButton>\n              ) : (\n                onPrimaryCtaClick && (\n                  <Button\n                    aria-label={primaryCtaLabelAria}\n                    endIcon={<ChevronRight />}\n                    onClick={onPrimaryCtaClick}\n                    size=\"small\"\n                  >\n                    <Text bold={true} variant=\"body2\">\n                      {primaryCtaLabel}\n                    </Text>\n                  </Button>\n                )\n              )}\n            </Box>\n\n            {subTitle && (\n              <P color=\"text.secondary\" sx={{ fontSize: 15, lineHeight: '20px' }} variant=\"body2\">\n                {subTitle}\n              </P>\n            )}\n          </>\n        }\n      />\n\n      <CardContent ref={containerRef} sx={{ p: 0, ...contentStyles }}>\n        <WidgetContainerProvider availableHeight={height} availableWidth={width}>\n          {children}\n        </WidgetContainerProvider>\n      </CardContent>\n    </Card>\n  )\n}\n\nexport default MiniWidgetContainer\n"],"mappings":";;;;;;;;;;;;AA+BA,IAAM,IAAA,CAA8E,EAClF,UAAA,GACA,WAAA,IAAY,sBACZ,YAAA,GACA,eAAA,GACA,SAAA,GACA,mBAAA,GACA,iBAAA,IAAkB,IAClB,qBAAA,IAAsB,IACtB,UAAA,IAAW,IACX,IAAA,IAAK,CAAC,GACN,OAAA,IAAQ,GAAA,MACJ;AACJ,QAAM,CAAC,GAAc,EAAE,QAAA,GAAQ,OAAA,EAAA,CAAA,IAAW,EAAc;AAExD,SACE,gBAAA,EAAC,GAAD;AAAA,IAAiB,WAAA;AAAA,IAAW,IAAI;AAAA,MAAE,aAAa;AAAA,MAAgB,GAAG;AAAA,IAAG;AAAA,IAArE,UAAA,CACE,gBAAA,EAAC,GAAD;AAAA,MACE,IAAI,EAAE,IAAI,EAAE;AAAA,MACZ,OACE,gBAAA,EAAA,GAAA,EAAA,UAAA,CACE,gBAAA,EAAC,GAAD;AAAA,QACE,IAAI;AAAA,UACF,YAAY;AAAA,UACZ,SAAS;AAAA,UACT,KAAK;AAAA,UACL,qBAAqB;AAAA,UACrB,IAAI;AAAA,QACN;AAAA,QAPF,UAAA,CASG,KAAS,gBAAA,EAAC,GAAD,EAAA,UAAK,EAAU,CAAA,GAExB,IACC,gBAAA,EAAC,GAAD;AAAA,UAAY,cAAY;AAAA,UAAY,SAAS;AAAA,UAAS,MAAK;AAAA,UACzD,UAAA,gBAAA,EAAC,GAAD;AAAA,YAAM,MAAK;AAAA,YAAQ,MAAM;AAAA,UAAK,CAAA;AAAA,QACpB,CAAA,IAEZ,KACE,gBAAA,EAAC,GAAD;AAAA,UACE,cAAY;AAAA,UACZ,SAAS,gBAAA,EAAC,GAAD,CAAe,CAAA;AAAA,UACxB,SAAS;AAAA,UACT,MAAK;AAAA,UAEL,UAAA,gBAAA,EAAC,GAAD;AAAA,YAAM,MAAM;AAAA,YAAM,SAAQ;AAAA,YACvB,UAAA;AAAA,UACG,CAAA;AAAA,QACA,CAAA,CAGT;AAAA,MAEJ,CAAA,GAAA,KACC,gBAAA,EAAC,GAAD;AAAA,QAAG,OAAM;AAAA,QAAiB,IAAI;AAAA,UAAE,UAAU;AAAA,UAAI,YAAY;AAAA,QAAO;AAAA,QAAG,SAAQ;AAAA,QACzE,UAAA;AAAA,MACA,CAAA,CAEL,EAAA,CAAA;AAAA,IAEL,CAAA,GAED,gBAAA,EAAC,GAAD;AAAA,MAAa,KAAK;AAAA,MAAc,IAAI;AAAA,QAAE,GAAG;AAAA,QAAG,GAAG;AAAA,MAAc;AAAA,MAC3D,UAAA,gBAAA,EAAC,GAAD;AAAA,QAAyB,iBAAiB;AAAA,QAAQ,gBAAgB;AAAA,QAC/D,UAAA;AAAA,MACsB,CAAA;AAAA,IACd,CAAA,CACT;AAAA;AAEV"}
+{"version":3,"file":"MiniWidgetContainer.es.js","names":[],"sources":["../../../src/common/components/MiniWidgetContainer.tsx"],"sourcesContent":["import React from 'react'\n\nimport Box from '@mui/material/Box'\nimport Button from '@mui/material/Button'\nimport Card from '@mui/material/Card'\nimport CardHeader from '@mui/material/CardHeader'\nimport CardContent from '@mui/material/CardContent'\nimport IconButton from '@mui/material/IconButton'\nimport type { SxProps } from '@mui/material/styles'\n\nimport { Icon } from '@mxenabled/mx-icons'\nimport { ChevronRight } from '@mxenabled/mx-icons'\n\nimport { H3, P, Text } from '@mxenabled/mxui'\n\nimport { WidgetContainerProvider } from '../context'\nimport { useDimensions } from '../hooks/useDimensions'\n\ninterface CardContainerProps {\n  className?: string\n  closeLabel?: string\n  contentStyles?: SxProps\n  onClose?: () => void\n  onPrimaryCtaClick?: () => void\n  primaryCtaLabel?: string\n  primaryCtaLabelAria?: string\n  subTitle?: string\n  sx?: SxProps\n  title?: string\n  /**\n   * Accessible name for the widget region when no visible `title` is rendered.\n   * When `title` is present, the region is labelled by the title text instead.\n   */\n  titleAria?: string\n  /**\n   * Extra summary read after the title when the screen-reader cursor lands on\n   * the region (e.g. \"$240 left in budgets\"). Appended to the region's\n   * accessible name via a visually-hidden node so it is announced but not shown.\n   */\n  summaryAria?: string\n}\n\nconst MiniWidgetContainer: React.FC<React.PropsWithChildren<CardContainerProps>> = ({\n  children,\n  className = 'mx-cmn-mini-widget',\n  closeLabel,\n  contentStyles,\n  onClose,\n  onPrimaryCtaClick,\n  primaryCtaLabel = '',\n  primaryCtaLabelAria = '',\n  subTitle = '',\n  sx = {},\n  title = '',\n  titleAria,\n  summaryAria,\n}) => {\n  const [containerRef, { height, width }] = useDimensions()\n  const titleId = React.useId()\n  const summaryId = React.useId()\n  const hasVisibleTitle = Boolean(title)\n\n  // aria-labelledby wins when a title is visible (name = title [+ summary]);\n  // otherwise fall back to a plain aria-label.\n  const labelledBy = hasVisibleTitle\n    ? [titleId, summaryAria && summaryId].filter(Boolean).join(' ')\n    : undefined\n\n  return (\n    <Card\n      aria-label={\n        hasVisibleTitle\n          ? undefined\n          : [titleAria, summaryAria].filter(Boolean).join(', ') || undefined\n      }\n      aria-labelledby={labelledBy}\n      className={className}\n      component=\"section\"\n      sx={{ touchAction: 'manipulation', ...sx }}\n    >\n      {summaryAria && (\n        // aria-hidden keeps this out of the browse cursor as a standalone stop;\n        // aria-labelledby still pulls the text into the region's accessible name.\n        <Box\n          aria-hidden=\"true\"\n          id={summaryId}\n          sx={{\n            position: 'absolute',\n            width: '1px',\n            height: '1px',\n            padding: 0,\n            margin: '-1px',\n            overflow: 'hidden',\n            clip: 'rect(0 0 0 0)',\n            clipPath: 'inset(50%)',\n            whiteSpace: 'nowrap',\n            border: 0,\n          }}\n        >\n          {summaryAria}\n        </Box>\n      )}\n      <CardHeader\n        sx={{ pb: 8 }}\n        title={\n          <>\n            <Box\n              sx={{\n                alignItems: 'center',\n                display: 'grid',\n                gap: 2,\n                gridTemplateColumns: '1fr auto',\n                pb: 4,\n              }}\n            >\n              {title && <H3 id={titleId}>{title}</H3>}\n\n              {onClose ? (\n                <IconButton aria-label={closeLabel} onClick={onClose} size=\"small\">\n                  <Icon name=\"close\" size={24} />\n                </IconButton>\n              ) : (\n                onPrimaryCtaClick && (\n                  <Button\n                    aria-label={primaryCtaLabelAria}\n                    endIcon={<ChevronRight />}\n                    onClick={onPrimaryCtaClick}\n                    size=\"small\"\n                  >\n                    <Text bold={true} variant=\"body2\">\n                      {primaryCtaLabel}\n                    </Text>\n                  </Button>\n                )\n              )}\n            </Box>\n\n            {subTitle && (\n              <P color=\"text.secondary\" sx={{ fontSize: 15, lineHeight: '20px' }} variant=\"body2\">\n                {subTitle}\n              </P>\n            )}\n          </>\n        }\n      />\n\n      <CardContent ref={containerRef} sx={{ p: 0, ...contentStyles }}>\n        <WidgetContainerProvider availableHeight={height} availableWidth={width}>\n          {children}\n        </WidgetContainerProvider>\n      </CardContent>\n    </Card>\n  )\n}\n\nexport default MiniWidgetContainer\n"],"mappings":";;;;;;;;;;;;AA0CA,IAAM,IAAA,CAA8E,EAClF,UAAA,GACA,WAAA,IAAY,sBACZ,YAAA,GACA,eAAA,GACA,SAAA,GACA,mBAAA,GACA,iBAAA,IAAkB,IAClB,qBAAA,IAAsB,IACtB,UAAA,IAAW,IACX,IAAA,IAAK,CAAC,GACN,OAAA,IAAQ,IACR,WAAA,GACA,aAAA,EAAA,MACI;AACJ,QAAM,CAAC,GAAc,EAAE,QAAA,GAAQ,OAAA,EAAA,CAAA,IAAW,EAAc,GAClD,IAAU,EAAM,MAAM,GACtB,IAAY,EAAM,MAAM,GACxB,IAAkB,EAAQ,GAI1B,IAAa,IACf,CAAC,GAAS,KAAe,CAAS,EAAE,OAAO,OAAO,EAAE,KAAK,GAAG,IAC5D;AAEJ,SACE,gBAAA,EAAC,GAAD;AAAA,IACE,cACE,IACI,SACA,CAAC,GAAW,CAAW,EAAE,OAAO,OAAO,EAAE,KAAK,IAAI,KAAK;AAAA,IAE7D,mBAAiB;AAAA,IACN,WAAA;AAAA,IACX,WAAU;AAAA,IACV,IAAI;AAAA,MAAE,aAAa;AAAA,MAAgB,GAAG;AAAA,IAAG;AAAA,IAT3C,UAAA;AAAA,MAWG,KAGC,gBAAA,EAAC,GAAD;AAAA,QACE,eAAY;AAAA,QACZ,IAAI;AAAA,QACJ,IAAI;AAAA,UACF,UAAU;AAAA,UACV,OAAO;AAAA,UACP,QAAQ;AAAA,UACR,SAAS;AAAA,UACT,QAAQ;AAAA,UACR,UAAU;AAAA,UACV,MAAM;AAAA,UACN,UAAU;AAAA,UACV,YAAY;AAAA,UACZ,QAAQ;AAAA,QACV;AAAA,QAEC,UAAA;AAAA,MACE,CAAA;AAAA,MAEP,gBAAA,EAAC,GAAD;AAAA,QACE,IAAI,EAAE,IAAI,EAAE;AAAA,QACZ,OACE,gBAAA,EAAA,GAAA,EAAA,UAAA,CACE,gBAAA,EAAC,GAAD;AAAA,UACE,IAAI;AAAA,YACF,YAAY;AAAA,YACZ,SAAS;AAAA,YACT,KAAK;AAAA,YACL,qBAAqB;AAAA,YACrB,IAAI;AAAA,UACN;AAAA,UAPF,UAAA,CASG,KAAS,gBAAA,EAAC,GAAD;AAAA,YAAI,IAAI;AAAA,YAAU,UAAA;AAAA,UAAU,CAAA,GAErC,IACC,gBAAA,EAAC,GAAD;AAAA,YAAY,cAAY;AAAA,YAAY,SAAS;AAAA,YAAS,MAAK;AAAA,YACzD,UAAA,gBAAA,EAAC,GAAD;AAAA,cAAM,MAAK;AAAA,cAAQ,MAAM;AAAA,YAAK,CAAA;AAAA,UACpB,CAAA,IAEZ,KACE,gBAAA,EAAC,GAAD;AAAA,YACE,cAAY;AAAA,YACZ,SAAS,gBAAA,EAAC,GAAD,CAAe,CAAA;AAAA,YACxB,SAAS;AAAA,YACT,MAAK;AAAA,YAEL,UAAA,gBAAA,EAAC,GAAD;AAAA,cAAM,MAAM;AAAA,cAAM,SAAQ;AAAA,cACvB,UAAA;AAAA,YACG,CAAA;AAAA,UACA,CAAA,CAGT;AAAA,QAEJ,CAAA,GAAA,KACC,gBAAA,EAAC,GAAD;AAAA,UAAG,OAAM;AAAA,UAAiB,IAAI;AAAA,YAAE,UAAU;AAAA,YAAI,YAAY;AAAA,UAAO;AAAA,UAAG,SAAQ;AAAA,UACzE,UAAA;AAAA,QACA,CAAA,CAEL,EAAA,CAAA;AAAA,MAEL,CAAA;AAAA,MAED,gBAAA,EAAC,GAAD;AAAA,QAAa,KAAK;AAAA,QAAc,IAAI;AAAA,UAAE,GAAG;AAAA,UAAG,GAAG;AAAA,QAAc;AAAA,QAC3D,UAAA,gBAAA,EAAC,GAAD;AAAA,UAAyB,iBAAiB;AAAA,UAAQ,gBAAgB;AAAA,UAC/D,UAAA;AAAA,QACsB,CAAA;AAAA,MACd,CAAA;AAAA,IACT;AAAA;AAEV"}

package/dist/core/api/AccountApi.d.ts

@@ -1,5 +1,5 @@
 import { Fetch } from '../utils';
-import { Account, GlobalErrorHandler } from '..';
+import { Account, GlobalErrorHandler, HistoricalAccountBalance, MonthlyAccountBalance } from '..';
 export declare class AccountApi {
     fetchInstance: Fetch;
     constructor(endpoint: string, token: string, onError?: GlobalErrorHandler);
@@ -8,7 +8,8 @@ export declare class AccountApi {
     getAccounts: () => Promise<any>;
     getInstitutions: () => Promise<any>;
     getMembers: () => Promise<any>;
-    getMonthlyAccountBalances: (guid: string) => Promise<any>;
+    getHistoricalAccountBalances: (guid: string) => Promise<HistoricalAccountBalance[]>;
+    getMonthlyAccountBalances: (guid: string) => Promise<MonthlyAccountBalance[]>;
     mergeAccounts: (accountGuids: string[]) => Promise<any>;
     refreshAllMembers: () => Promise<any>;
     updateAccount: (account: Account) => Promise<any>;

package/dist/core/api/AccountApi.es.js

@@ -10,6 +10,7 @@ var h = class {
   getAccounts = async () => this.fetchInstance.get(n.ACCOUNTS).then((t) => t.accounts);
   getInstitutions = async () => this.fetchInstance.get(n.INSTITUTIONS).then((t) => t);
   getMembers = async () => this.fetchInstance.get(n.MEMBERS).then((t) => t.members);
+  getHistoricalAccountBalances = async (t) => this.fetchInstance.get(`${n.ACCOUNTS}/${t}/historical_account_balances`).then((e) => e.historical_account_balances);
   getMonthlyAccountBalances = async (t) => this.fetchInstance.get(`${n.ACCOUNTS}/${t}/monthly_account_balances`).then((e) => e.monthly_account_balances);
   mergeAccounts = async (t) => this.fetchInstance.put(`${n.ACCOUNTS}/merge`, { accounts: t }).then((e) => e);
   refreshAllMembers = async () => this.fetchInstance.get(`${n.MEMBERS}/refresh_all`).then((t) => t);

package/dist/core/api/AccountApi.es.js.map

@@ -1 +1 @@
-{"version":3,"file":"AccountApi.es.js","names":[],"sources":["../../../src/core/api/AccountApi.ts"],"sourcesContent":["import { Fetch } from '../utils'\nimport { ApiEndpoints } from '../constants'\nimport type { Account, GlobalErrorHandler } from '..'\n\nexport class AccountApi {\n  fetchInstance: Fetch\n\n  constructor(endpoint: string, token: string, onError?: GlobalErrorHandler) {\n    this.fetchInstance = new Fetch(endpoint, token, undefined, onError)\n  }\n\n  createAccount = async (account: Account) => {\n    return this.fetchInstance.post(ApiEndpoints.ACCOUNTS, account).then((data) => data.account)\n  }\n\n  deleteAccount = async (accountGuid: string) => {\n    return this.fetchInstance.delete(`${ApiEndpoints.ACCOUNTS}/${accountGuid}`)\n  }\n\n  getAccounts = async () => {\n    return this.fetchInstance.get(ApiEndpoints.ACCOUNTS).then((data) => data.accounts)\n  }\n\n  getInstitutions = async () => {\n    return this.fetchInstance.get(ApiEndpoints.INSTITUTIONS).then((data) => data)\n  }\n\n  getMembers = async () => {\n    return this.fetchInstance.get(ApiEndpoints.MEMBERS).then((data) => data.members)\n  }\n\n  getMonthlyAccountBalances = async (guid: string) => {\n    return this.fetchInstance\n      .get(`${ApiEndpoints.ACCOUNTS}/${guid}/monthly_account_balances`)\n      .then((data) => data.monthly_account_balances)\n  }\n\n  mergeAccounts = async (accountGuids: string[]) => {\n    return this.fetchInstance\n      .put(`${ApiEndpoints.ACCOUNTS}/merge`, { accounts: accountGuids })\n      .then((data) => data)\n  }\n\n  refreshAllMembers = async () => {\n    return this.fetchInstance.get(`${ApiEndpoints.MEMBERS}/refresh_all`).then((data) => data)\n  }\n\n  updateAccount = async (account: Account) => {\n    return this.fetchInstance\n      .put(`${ApiEndpoints.ACCOUNTS}/${account.guid}`, account)\n      .then((data) => data.account)\n  }\n}\n"],"mappings":";;AAIA,IAAa,IAAb,MAAwB;AAAA,EACtB;AAAA,EAEA,YAAY,GAAkB,GAAe,GAA8B;AACzE,SAAK,gBAAgB,IAAI,EAAM,GAAU,GAAO,QAAW,CAAO;AAAA,EACpE;AAAA,EAEA,gBAAgB,OAAO,MACd,KAAK,cAAc,KAAK,EAAa,UAAU,CAAO,EAAE,KAAA,CAAM,MAAS,EAAK,OAAO;AAAA,EAG5F,gBAAgB,OAAO,MACd,KAAK,cAAc,OAAO,GAAG,EAAa,QAAA,IAAY,CAAA,EAAa;AAAA,EAG5E,cAAc,YACL,KAAK,cAAc,IAAI,EAAa,QAAQ,EAAE,KAAA,CAAM,MAAS,EAAK,QAAQ;AAAA,EAGnF,kBAAkB,YACT,KAAK,cAAc,IAAI,EAAa,YAAY,EAAE,KAAA,CAAM,MAAS,CAAI;AAAA,EAG9E,aAAa,YACJ,KAAK,cAAc,IAAI,EAAa,OAAO,EAAE,KAAA,CAAM,MAAS,EAAK,OAAO;AAAA,EAGjF,4BAA4B,OAAO,MAC1B,KAAK,cACT,IAAI,GAAG,EAAa,QAAA,IAAY,CAAA,2BAA+B,EAC/D,KAAA,CAAM,MAAS,EAAK,wBAAwB;AAAA,EAGjD,gBAAgB,OAAO,MACd,KAAK,cACT,IAAI,GAAG,EAAa,QAAA,UAAkB,EAAE,UAAU,EAAa,CAAC,EAChE,KAAA,CAAM,MAAS,CAAI;AAAA,EAGxB,oBAAoB,YACX,KAAK,cAAc,IAAI,GAAG,EAAa,OAAA,cAAqB,EAAE,KAAA,CAAM,MAAS,CAAI;AAAA,EAG1F,gBAAgB,OAAO,MACd,KAAK,cACT,IAAI,GAAG,EAAa,QAAA,IAAY,EAAQ,IAAA,IAAQ,CAAO,EACvD,KAAA,CAAM,MAAS,EAAK,OAAO;AAElC"}
+{"version":3,"file":"AccountApi.es.js","names":[],"sources":["../../../src/core/api/AccountApi.ts"],"sourcesContent":["import { Fetch } from '../utils'\nimport { ApiEndpoints } from '../constants'\nimport type {\n  Account,\n  GlobalErrorHandler,\n  HistoricalAccountBalance,\n  MonthlyAccountBalance,\n} from '..'\n\nexport class AccountApi {\n  fetchInstance: Fetch\n\n  constructor(endpoint: string, token: string, onError?: GlobalErrorHandler) {\n    this.fetchInstance = new Fetch(endpoint, token, undefined, onError)\n  }\n\n  createAccount = async (account: Account) => {\n    return this.fetchInstance.post(ApiEndpoints.ACCOUNTS, account).then((data) => data.account)\n  }\n\n  deleteAccount = async (accountGuid: string) => {\n    return this.fetchInstance.delete(`${ApiEndpoints.ACCOUNTS}/${accountGuid}`)\n  }\n\n  getAccounts = async () => {\n    return this.fetchInstance.get(ApiEndpoints.ACCOUNTS).then((data) => data.accounts)\n  }\n\n  getInstitutions = async () => {\n    return this.fetchInstance.get(ApiEndpoints.INSTITUTIONS).then((data) => data)\n  }\n\n  getMembers = async () => {\n    return this.fetchInstance.get(ApiEndpoints.MEMBERS).then((data) => data.members)\n  }\n\n  getHistoricalAccountBalances = async (guid: string): Promise<HistoricalAccountBalance[]> => {\n    return this.fetchInstance\n      .get(`${ApiEndpoints.ACCOUNTS}/${guid}/historical_account_balances`)\n      .then((data) => data.historical_account_balances)\n  }\n\n  getMonthlyAccountBalances = async (guid: string): Promise<MonthlyAccountBalance[]> => {\n    return this.fetchInstance\n      .get(`${ApiEndpoints.ACCOUNTS}/${guid}/monthly_account_balances`)\n      .then((data) => data.monthly_account_balances)\n  }\n\n  mergeAccounts = async (accountGuids: string[]) => {\n    return this.fetchInstance\n      .put(`${ApiEndpoints.ACCOUNTS}/merge`, { accounts: accountGuids })\n      .then((data) => data)\n  }\n\n  refreshAllMembers = async () => {\n    return this.fetchInstance.get(`${ApiEndpoints.MEMBERS}/refresh_all`).then((data) => data)\n  }\n\n  updateAccount = async (account: Account) => {\n    return this.fetchInstance\n      .put(`${ApiEndpoints.ACCOUNTS}/${account.guid}`, account)\n      .then((data) => data.account)\n  }\n}\n"],"mappings":";;AASA,IAAa,IAAb,MAAwB;AAAA,EACtB;AAAA,EAEA,YAAY,GAAkB,GAAe,GAA8B;AACzE,SAAK,gBAAgB,IAAI,EAAM,GAAU,GAAO,QAAW,CAAO;AAAA,EACpE;AAAA,EAEA,gBAAgB,OAAO,MACd,KAAK,cAAc,KAAK,EAAa,UAAU,CAAO,EAAE,KAAA,CAAM,MAAS,EAAK,OAAO;AAAA,EAG5F,gBAAgB,OAAO,MACd,KAAK,cAAc,OAAO,GAAG,EAAa,QAAA,IAAY,CAAA,EAAa;AAAA,EAG5E,cAAc,YACL,KAAK,cAAc,IAAI,EAAa,QAAQ,EAAE,KAAA,CAAM,MAAS,EAAK,QAAQ;AAAA,EAGnF,kBAAkB,YACT,KAAK,cAAc,IAAI,EAAa,YAAY,EAAE,KAAA,CAAM,MAAS,CAAI;AAAA,EAG9E,aAAa,YACJ,KAAK,cAAc,IAAI,EAAa,OAAO,EAAE,KAAA,CAAM,MAAS,EAAK,OAAO;AAAA,EAGjF,+BAA+B,OAAO,MAC7B,KAAK,cACT,IAAI,GAAG,EAAa,QAAA,IAAY,CAAA,8BAAkC,EAClE,KAAA,CAAM,MAAS,EAAK,2BAA2B;AAAA,EAGpD,4BAA4B,OAAO,MAC1B,KAAK,cACT,IAAI,GAAG,EAAa,QAAA,IAAY,CAAA,2BAA+B,EAC/D,KAAA,CAAM,MAAS,EAAK,wBAAwB;AAAA,EAGjD,gBAAgB,OAAO,MACd,KAAK,cACT,IAAI,GAAG,EAAa,QAAA,UAAkB,EAAE,UAAU,EAAa,CAAC,EAChE,KAAA,CAAM,MAAS,CAAI;AAAA,EAGxB,oBAAoB,YACX,KAAK,cAAc,IAAI,GAAG,EAAa,OAAA,cAAqB,EAAE,KAAA,CAAM,MAAS,CAAI;AAAA,EAG1F,gBAAgB,OAAO,MACd,KAAK,cACT,IAAI,GAAG,EAAa,QAAA,IAAY,EAAQ,IAAA,IAAQ,CAAO,EACvD,KAAA,CAAM,MAAS,EAAK,OAAO;AAElC"}

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

@@ -1,6 +1,7 @@
 import { AccountApi } from '../api';
 import { AssetsLiabilities, DetailedAccount, GainsLosses, MonthlyAccountBalance, NetWorth, NetWorthData } from '../types';
 import { GlobalStore } from './GlobalStore';
+export declare const HISTORICAL_ACCOUNT_BALANCES = "Historical account balances";
 export declare class NetWorthStore {
     globalStore: GlobalStore;
     accountsApi: AccountApi;
@@ -17,9 +18,11 @@ export declare class NetWorthStore {
     get selectedData(): NetWorth | undefined;
     get hoveredData(): NetWorth | undefined;
     get gainsLosses(): GainsLosses;
+    get isHistoricalBalancesEnabled(): boolean;
     get assetsLiabilities(): AssetsLiabilities;
     loadNetWorthData: () => Promise<void>;
     getMonthlyAccountBalances: (accountGuid: string) => Promise<MonthlyAccountBalance[]>;
+    getHistoricalAccountBalances: (accountGuid: string) => Promise<MonthlyAccountBalance[]>;
     setHoveredIndex: (index: number) => number;
     setMonthlyAccountBalances: (balances: MonthlyAccountBalance[]) => void;
     setSelectedIndex: (index: number) => number;

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

@@ -1,22 +1,23 @@
-import { AccountApi as a } from "../api/AccountApi.es.js";
-import { buildAssetsLiabilities as c, buildChartData as r, buildGainsLosses as h, filterAccounts as i, flattenBalances as l, getLatestNetWorthData as o, sortByYearMonthAscending as u } from "../utils/NetWorthUtils.es.js";
-import { makeAutoObservable as d } from "mobx";
-var y = class {
+import { AccountApi as o } from "../api/AccountApi.es.js";
+import { isFeatureEnabled as c } from "../utils/UserUtils.es.js";
+import { buildAssetsLiabilities as n, buildChartData as i, buildGainsLosses as l, filterAccounts as h, flattenBalances as u, getLatestNetWorthData as s, sortByYearMonthAscending as d, toMonthlyAccountBalance as A } from "../utils/NetWorthUtils.es.js";
+import { makeAutoObservable as g } from "mobx";
+var m = "Historical account balances", W = class {
   globalStore;
-  accountsApi = new a("/", "");
+  accountsApi = new o("/", "");
   monthlyAccountBalances = [];
   monthlyAccountBalancesLoaded = !1;
   hoveredIndex = -1;
   selectedIndex = -1;
   timeframe = 6;
   constructor(t) {
-    this.globalStore = t, this.accountsApi = new a(t.endpoint, t.sessionToken, t.onError), d(this);
+    this.globalStore = t, this.accountsApi = new o(t.endpoint, t.sessionToken, t.onError), g(this);
   }
   get isNetWorthDataLoaded() {
     return this.globalStore.accountStore.isAccountDataLoaded && this.monthlyAccountBalancesLoaded;
   }
   get netWorthAccounts() {
-    return i(this.globalStore.globalUiStore.selectedAccounts, this.globalStore.accountStore.members);
+    return h(this.globalStore.globalUiStore.selectedAccounts, this.globalStore.accountStore.members);
   }
   get netWorthData() {
     return {
@@ -25,32 +26,35 @@ var y = class {
     };
   }
   get netWorthChartData() {
-    return r(this.netWorthAccounts, this.monthlyAccountBalances, this.timeframe);
+    return i(this.netWorthAccounts, this.monthlyAccountBalances, this.timeframe);
   }
   get selectedData() {
     if (!(!this.netWorthChartData || this.netWorthChartData.length === 0))
-      return this.selectedIndex === -1 ? o(this.netWorthChartData) : this.netWorthChartData[this.selectedIndex];
+      return this.selectedIndex === -1 ? s(this.netWorthChartData) : this.netWorthChartData[this.selectedIndex];
   }
   get hoveredData() {
     return this.hoveredIndex >= 0 ? this.netWorthChartData[this.hoveredIndex] : void 0;
   }
   get gainsLosses() {
-    return h(this.selectedData);
+    return l(this.selectedData);
+  }
+  get isHistoricalBalancesEnabled() {
+    return c(this.globalStore.userStore.userFeatures, m);
   }
   get assetsLiabilities() {
-    const { assets: t, liabilities: e, totalAssets: n, totalLiabilities: s } = c(this.netWorthData.accounts);
+    const { assets: t, liabilities: e, totalAssets: a, totalLiabilities: r } = n(this.netWorthData.accounts);
     return {
-      netWorth: o(this.netWorthChartData),
+      netWorth: s(this.netWorthChartData),
       assets: t,
       liabilities: e,
-      totalAssets: n,
-      totalLiabilities: s
+      totalAssets: a,
+      totalLiabilities: r
     };
   }
   loadNetWorthData = async () => {
-    this.globalStore.accountStore.isAccountDataLoaded || await this.globalStore.accountStore.loadAccountData();
-    const t = (await Promise.all(this.netWorthAccounts.map((e) => this.getMonthlyAccountBalances(e.guid)))).reduce(l, []).sort(u);
-    this.setMonthlyAccountBalances(t);
+    this.globalStore.accountStore.isAccountDataLoaded || await this.globalStore.accountStore.loadAccountData(), this.globalStore.userStore.userFeaturesLoaded || await this.globalStore.userStore.loadUserFeatures();
+    const t = this.isHistoricalBalancesEnabled ? (a) => this.getHistoricalAccountBalances(a) : (a) => this.getMonthlyAccountBalances(a), e = (await Promise.all(this.netWorthAccounts.map((a) => t(a.guid)))).reduce(u, []).sort(d);
+    this.setMonthlyAccountBalances(e);
   };
   getMonthlyAccountBalances = async (t) => {
     try {
@@ -59,6 +63,13 @@ var y = class {
       return console.error("Error occurred while fetching monthly account balances:", e), this.globalStore.captureException(e, { store: "NetWorthStore" }), [];
     }
   };
+  getHistoricalAccountBalances = async (t) => {
+    try {
+      return (await this.accountsApi.getHistoricalAccountBalances(t)).map(A);
+    } catch (e) {
+      return console.error("Error occurred while fetching historical account balances:", e), this.globalStore.captureException(e, { store: "NetWorthStore" }), [];
+    }
+  };
   setHoveredIndex = (t) => this.hoveredIndex = t;
   setMonthlyAccountBalances = (t) => {
     this.monthlyAccountBalances = t, this.monthlyAccountBalancesLoaded = !0;
@@ -67,7 +78,8 @@ var y = class {
   setTimeframe = (t) => this.timeframe = t;
 };
 export {
-  y as NetWorthStore
+  m as HISTORICAL_ACCOUNT_BALANCES,
+  W as NetWorthStore
 };
 
 //# sourceMappingURL=NetWorthStore.es.js.map

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

@@ -1 +1 @@
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getLatestNetWorthData(this.netWorthChartData)\n      : this.netWorthChartData[this.selectedIndex]\n  }\n\n  get hoveredData(): NetWorth | undefined {\n    return this.hoveredIndex >= 0 ? this.netWorthChartData[this.hoveredIndex] : undefined\n  }\n\n  get gainsLosses(): GainsLosses {\n    return buildGainsLosses(this.selectedData)\n  }\n\n  get assetsLiabilities(): AssetsLiabilities {\n    const { assets, liabilities, totalAssets, totalLiabilities } = buildAssetsLiabilities(\n      this.netWorthData.accounts,\n    )\n    return {\n      netWorth: getLatestNetWorthData(this.netWorthChartData),\n      assets,\n      liabilities,\n      totalAssets,\n      totalLiabilities,\n    }\n  }\n\n  loadNetWorthData = async () => {\n    if (!this.globalStore.accountStore.isAccountDataLoaded) {\n      await this.globalStore.accountStore.loadAccountData()\n    }\n\n    const accountBalances = await Promise.all(\n      this.netWorthAccounts.map((account: Account) => this.getMonthlyAccountBalances(account.guid)),\n    )\n\n    const monthlyAccountBalances = accountBalances\n      .reduce(flattenBalances, [])\n      .sort(sortByYearMonthAscending)\n\n    this.setMonthlyAccountBalances(monthlyAccountBalances)\n  }\n\n  getMonthlyAccountBalances = async (accountGuid: string) => {\n    try {\n      const balances = await this.accountsApi.getMonthlyAccountBalances(accountGuid)\n      return balances as MonthlyAccountBalance[]\n    } catch (error) {\n      console.error('Error occurred while fetching monthly account balances:', error)\n      this.globalStore.captureException(error, { store: 'NetWorthStore' })\n      return []\n    }\n  }\n\n  setHoveredIndex = (index: number) => (this.hoveredIndex = index)\n\n  setMonthlyAccountBalances = (balances: MonthlyAccountBalance[]) => {\n    this.monthlyAccountBalances = balances\n    this.monthlyAccountBalancesLoaded = true\n  }\n\n  setSelectedIndex = (index: number) => (this.selectedIndex = index)\n  setTimeframe = (months: number) => (this.timeframe = months)\n}\n"],"mappings":";;;AAwBA,IAAa,IAAb,MAA2B;AAAA,EACzB;AAAA,EACA,cAA0B,IAAI,EAAW,KAAK,EAAE;AAAA,EAEhD,yBAAkD,CAAC;AAAA,EACnD,+BAAwC;AAAA,EACxC,eAAuB;AAAA,EACvB,gBAAwB;AAAA,EACxB,YAAoB;AAAA,EAEpB,YAAY,GAA0B;AACpC,SAAK,cAAc,GACnB,KAAK,cAAc,IAAI,EACrB,EAAY,UACZ,EAAY,cACZ,EAAY,OACd,GACA,EAAmB,IAAI;AAAA,EACzB;AAAA,EAEA,IAAI,uBAAgC;AAClC,WAAO,KAAK,YAAY,aAAa,uBAAuB,KAAK;AAAA,EACnE;AAAA,EAEA,IAAI,mBAAsC;AACxC,WAAO,EACL,KAAK,YAAY,cAAc,kBAC/B,KAAK,YAAY,aAAa,OAChC;AAAA,EACF;AAAA,EAEA,IAAI,eAA6B;AAC/B,WAAO;AAAA,MACL,UAAU,KAAK;AAAA,MACf,wBAAwB,KAAK;AAAA,IAC/B;AAAA,EACF;AAAA,EAEA,IAAI,oBAAgC;AAClC,WAAO,EAAe,KAAK,kBAAkB,KAAK,wBAAwB,KAAK,SAAS;AAAA,EAC1F;AAAA,EAEA,IAAI,eAAqC;AACvC,QAAI,GAAC,KAAK,qBAAqB,KAAK,kBAAkB,WAAW;AACjE,aAAO,KAAK,kBAAkB,KAC1B,EAAsB,KAAK,iBAAiB,IAC5C,KAAK,kBAAkB,KAAK,aAAA;AAAA,EAClC;AAAA,EAEA,IAAI,cAAoC;AACtC,WAAO,KAAK,gBAAgB,IAAI,KAAK,kBAAkB,KAAK,YAAA,IAAgB;AAAA,EAC9E;AAAA,EAEA,IAAI,cAA2B;AAC7B,WAAO,EAAiB,KAAK,YAAY;AAAA,EAC3C;AAAA,EAEA,IAAI,oBAAuC;AACzC,UAAM,EAAE,QAAA,GAAQ,aAAA,GAAa,aAAA,GAAa,kBAAA,EAAA,IAAqB,EAC7D,KAAK,aAAa,QACpB;AACA,WAAO;AAAA,MACL,UAAU,EAAsB,KAAK,iBAAiB;AAAA,MACtD,QAAA;AAAA,MACA,aAAA;AAAA,MACA,aAAA;AAAA,MACA,kBAAA;AAAA,IACF;AAAA,EACF;AAAA,EAEA,mBAAmB,YAAY;AAC7B,IAAK,KAAK,YAAY,aAAa,uBACjC,MAAM,KAAK,YAAY,aAAa,gBAAgB;AAOtD,UAAM,KAAyB,MAJD,QAAQ,IACpC,KAAK,iBAAiB,IAAA,CAAK,MAAqB,KAAK,0BAA0B,EAAQ,IAAI,CAAC,CAC9F,GAGG,OAAO,GAAiB,CAAC,CAAC,EAC1B,KAAK,CAAwB;AAEhC,SAAK,0BAA0B,CAAsB;AAAA,EACvD;AAAA,EAEA,4BAA4B,OAAO,MAAwB;AACzD,QAAI;AAEF,aAAO,MADgB,KAAK,YAAY,0BAA0B,CAAW;AAAA,IAE/E,SAAS,GAAO;AACd,qBAAQ,MAAM,2DAA2D,CAAK,GAC9E,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,gBAAgB,CAAC,GAC5D,CAAC;AAAA,IACV;AAAA,EACF;AAAA,EAEA,kBAAA,CAAmB,MAAmB,KAAK,eAAe;AAAA,EAE1D,4BAAA,CAA6B,MAAsC;AACjE,SAAK,yBAAyB,GAC9B,KAAK,+BAA+B;AAAA,EACtC;AAAA,EAEA,mBAAA,CAAoB,MAAmB,KAAK,gBAAgB;AAAA,EAC5D,eAAA,CAAgB,MAAoB,KAAK,YAAY;AACvD"}
+{"version":3,"file":"NetWorthStore.es.js","names":[],"sources":["../../../src/core/stores/NetWorthStore.ts"],"sourcesContent":["import { makeAutoObservable } from 'mobx'\n\nimport { AccountApi } from '../api'\nimport type {\n  Account,\n  AssetsLiabilities,\n  DetailedAccount,\n  GainsLosses,\n  HistoricalAccountBalance,\n  MonthlyAccountBalance,\n  NetWorth,\n  NetWorthData,\n} from '../types'\nimport {\n  filterAccounts,\n  flattenBalances,\n  buildAssetsLiabilities,\n  buildChartData,\n  buildGainsLosses,\n  getLatestNetWorthData,\n  sortByYearMonthAscending,\n  toMonthlyAccountBalance,\n} from '../utils/NetWorthUtils'\nimport { isFeatureEnabled } from '../utils/UserUtils'\n\nimport { GlobalStore } from './GlobalStore'\n\n// Looks wrong next to the MD_* flags, but isn't: this is the seeded feature_name. Do not rename.\nexport const HISTORICAL_ACCOUNT_BALANCES = 'Historical account balances'\n\nexport class NetWorthStore {\n  globalStore: GlobalStore\n  accountsApi: AccountApi = new AccountApi('/', '')\n\n  monthlyAccountBalances: MonthlyAccountBalance[] = []\n  monthlyAccountBalancesLoaded: boolean = false\n  hoveredIndex: number = -1\n  selectedIndex: number = -1\n  timeframe: number = 6 // default timeframe is 6 months\n\n  constructor(globalStore: GlobalStore) {\n    this.globalStore = globalStore\n    this.accountsApi = new AccountApi(\n      globalStore.endpoint,\n      globalStore.sessionToken,\n      globalStore.onError,\n    )\n    makeAutoObservable(this)\n  }\n\n  get isNetWorthDataLoaded(): boolean {\n    return this.globalStore.accountStore.isAccountDataLoaded && this.monthlyAccountBalancesLoaded\n  }\n\n  get netWorthAccounts(): DetailedAccount[] {\n    return filterAccounts(\n      this.globalStore.globalUiStore.selectedAccounts,\n      this.globalStore.accountStore.members,\n    )\n  }\n\n  get netWorthData(): NetWorthData {\n    return {\n      accounts: this.netWorthAccounts,\n      monthlyAccountBalances: this.monthlyAccountBalances,\n    }\n  }\n\n  get netWorthChartData(): NetWorth[] {\n    return buildChartData(this.netWorthAccounts, this.monthlyAccountBalances, this.timeframe)\n  }\n\n  get selectedData(): NetWorth | undefined {\n    if (!this.netWorthChartData || this.netWorthChartData.length === 0) return undefined\n    return this.selectedIndex === -1\n      ? getLatestNetWorthData(this.netWorthChartData)\n      : this.netWorthChartData[this.selectedIndex]\n  }\n\n  get hoveredData(): NetWorth | undefined {\n    return this.hoveredIndex >= 0 ? this.netWorthChartData[this.hoveredIndex] : undefined\n  }\n\n  get gainsLosses(): GainsLosses {\n    return buildGainsLosses(this.selectedData)\n  }\n\n  get isHistoricalBalancesEnabled(): boolean {\n    return isFeatureEnabled(this.globalStore.userStore.userFeatures, HISTORICAL_ACCOUNT_BALANCES)\n  }\n\n  get assetsLiabilities(): AssetsLiabilities {\n    const { assets, liabilities, totalAssets, totalLiabilities } = buildAssetsLiabilities(\n      this.netWorthData.accounts,\n    )\n    return {\n      netWorth: getLatestNetWorthData(this.netWorthChartData),\n      assets,\n      liabilities,\n      totalAssets,\n      totalLiabilities,\n    }\n  }\n\n  loadNetWorthData = async () => {\n    if (!this.globalStore.accountStore.isAccountDataLoaded) {\n      await this.globalStore.accountStore.loadAccountData()\n    }\n\n    if (!this.globalStore.userStore.userFeaturesLoaded) {\n      await this.globalStore.userStore.loadUserFeatures()\n    }\n\n    const fetchBalances = this.isHistoricalBalancesEnabled\n      ? (guid: string) => this.getHistoricalAccountBalances(guid)\n      : (guid: string) => this.getMonthlyAccountBalances(guid)\n\n    const accountBalances = await Promise.all(\n      this.netWorthAccounts.map((account: Account) => fetchBalances(account.guid)),\n    )\n\n    const monthlyAccountBalances = accountBalances\n      .reduce(flattenBalances, [])\n      .sort(sortByYearMonthAscending)\n\n    this.setMonthlyAccountBalances(monthlyAccountBalances)\n  }\n\n  getMonthlyAccountBalances = async (accountGuid: string) => {\n    try {\n      const balances = await this.accountsApi.getMonthlyAccountBalances(accountGuid)\n      return balances as MonthlyAccountBalance[]\n    } catch (error) {\n      console.error('Error occurred while fetching monthly account balances:', error)\n      this.globalStore.captureException(error, { store: 'NetWorthStore' })\n      return []\n    }\n  }\n\n  getHistoricalAccountBalances = async (accountGuid: string): Promise<MonthlyAccountBalance[]> => {\n    try {\n      const balances: HistoricalAccountBalance[] =\n        await this.accountsApi.getHistoricalAccountBalances(accountGuid)\n      return balances.map(toMonthlyAccountBalance)\n    } catch (error) {\n      console.error('Error occurred while fetching historical account balances:', error)\n      this.globalStore.captureException(error, { store: 'NetWorthStore' })\n      return []\n    }\n  }\n\n  setHoveredIndex = (index: number) => (this.hoveredIndex = index)\n\n  setMonthlyAccountBalances = (balances: MonthlyAccountBalance[]) => {\n    this.monthlyAccountBalances = balances\n    this.monthlyAccountBalancesLoaded = true\n  }\n\n  setSelectedIndex = (index: number) => (this.selectedIndex = index)\n  setTimeframe = (months: number) => (this.timeframe = months)\n}\n"],"mappings":";;;;AA4BA,IAAa,IAA8B,+BAE9B,IAAb,MAA2B;AAAA,EACzB;AAAA,EACA,cAA0B,IAAI,EAAW,KAAK,EAAE;AAAA,EAEhD,yBAAkD,CAAC;AAAA,EACnD,+BAAwC;AAAA,EACxC,eAAuB;AAAA,EACvB,gBAAwB;AAAA,EACxB,YAAoB;AAAA,EAEpB,YAAY,GAA0B;AACpC,SAAK,cAAc,GACnB,KAAK,cAAc,IAAI,EACrB,EAAY,UACZ,EAAY,cACZ,EAAY,OACd,GACA,EAAmB,IAAI;AAAA,EACzB;AAAA,EAEA,IAAI,uBAAgC;AAClC,WAAO,KAAK,YAAY,aAAa,uBAAuB,KAAK;AAAA,EACnE;AAAA,EAEA,IAAI,mBAAsC;AACxC,WAAO,EACL,KAAK,YAAY,cAAc,kBAC/B,KAAK,YAAY,aAAa,OAChC;AAAA,EACF;AAAA,EAEA,IAAI,eAA6B;AAC/B,WAAO;AAAA,MACL,UAAU,KAAK;AAAA,MACf,wBAAwB,KAAK;AAAA,IAC/B;AAAA,EACF;AAAA,EAEA,IAAI,oBAAgC;AAClC,WAAO,EAAe,KAAK,kBAAkB,KAAK,wBAAwB,KAAK,SAAS;AAAA,EAC1F;AAAA,EAEA,IAAI,eAAqC;AACvC,QAAI,GAAC,KAAK,qBAAqB,KAAK,kBAAkB,WAAW;AACjE,aAAO,KAAK,kBAAkB,KAC1B,EAAsB,KAAK,iBAAiB,IAC5C,KAAK,kBAAkB,KAAK,aAAA;AAAA,EAClC;AAAA,EAEA,IAAI,cAAoC;AACtC,WAAO,KAAK,gBAAgB,IAAI,KAAK,kBAAkB,KAAK,YAAA,IAAgB;AAAA,EAC9E;AAAA,EAEA,IAAI,cAA2B;AAC7B,WAAO,EAAiB,KAAK,YAAY;AAAA,EAC3C;AAAA,EAEA,IAAI,8BAAuC;AACzC,WAAO,EAAiB,KAAK,YAAY,UAAU,cAAc,CAA2B;AAAA,EAC9F;AAAA,EAEA,IAAI,oBAAuC;AACzC,UAAM,EAAE,QAAA,GAAQ,aAAA,GAAa,aAAA,GAAa,kBAAA,EAAA,IAAqB,EAC7D,KAAK,aAAa,QACpB;AACA,WAAO;AAAA,MACL,UAAU,EAAsB,KAAK,iBAAiB;AAAA,MACtD,QAAA;AAAA,MACA,aAAA;AAAA,MACA,aAAA;AAAA,MACA,kBAAA;AAAA,IACF;AAAA,EACF;AAAA,EAEA,mBAAmB,YAAY;AAC7B,IAAK,KAAK,YAAY,aAAa,uBACjC,MAAM,KAAK,YAAY,aAAa,gBAAgB,GAGjD,KAAK,YAAY,UAAU,sBAC9B,MAAM,KAAK,YAAY,UAAU,iBAAiB;AAGpD,UAAM,IAAgB,KAAK,8BAAA,CACtB,MAAiB,KAAK,6BAA6B,CAAI,IAAA,CACvD,MAAiB,KAAK,0BAA0B,CAAI,GAMnD,KAAyB,MAJD,QAAQ,IACpC,KAAK,iBAAiB,IAAA,CAAK,MAAqB,EAAc,EAAQ,IAAI,CAAC,CAC7E,GAGG,OAAO,GAAiB,CAAC,CAAC,EAC1B,KAAK,CAAwB;AAEhC,SAAK,0BAA0B,CAAsB;AAAA,EACvD;AAAA,EAEA,4BAA4B,OAAO,MAAwB;AACzD,QAAI;AAEF,aAAO,MADgB,KAAK,YAAY,0BAA0B,CAAW;AAAA,IAE/E,SAAS,GAAO;AACd,qBAAQ,MAAM,2DAA2D,CAAK,GAC9E,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,gBAAgB,CAAC,GAC5D,CAAC;AAAA,IACV;AAAA,EACF;AAAA,EAEA,+BAA+B,OAAO,MAA0D;AAC9F,QAAI;AAGF,cAAO,MADC,KAAK,YAAY,6BAA6B,CAAW,GACjD,IAAI,CAAuB;AAAA,IAC7C,SAAS,GAAO;AACd,qBAAQ,MAAM,8DAA8D,CAAK,GACjF,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,gBAAgB,CAAC,GAC5D,CAAC;AAAA,IACV;AAAA,EACF;AAAA,EAEA,kBAAA,CAAmB,MAAmB,KAAK,eAAe;AAAA,EAE1D,4BAAA,CAA6B,MAAsC;AACjE,SAAK,yBAAyB,GAC9B,KAAK,+BAA+B;AAAA,EACtC;AAAA,EAEA,mBAAA,CAAoB,MAAmB,KAAK,gBAAgB;AAAA,EAC5D,eAAA,CAAgB,MAAoB,KAAK,YAAY;AACvD"}

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

@@ -115,6 +115,16 @@ export interface MonthlyAccountBalance {
     year: number;
     year_month: number;
 }
+export interface HistoricalAccountBalance {
+    account_guid: string;
+    balance: number;
+    guid: string;
+    month: number;
+    transaction_total: number | null;
+    user_guid: string;
+    year: number;
+    year_month: number;
+}
 export declare enum AccountType {
     ANY = 0,
     CHECKING = 1,

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

@@ -1 +1 @@
-{"version":3,"file":"Account.es.js","names":[],"sources":["../../../src/core/types/Account.ts"],"sourcesContent":["import { type Institution } from './Institution'\n\nexport interface Account {\n  account_number?: string\n  account_subtype?: AccountSubType\n  account_type: AccountType\n  apr?: number\n  apy?: number\n  available_balance?: number\n  balance?: number\n  balance_updated_at?: number\n  cash_balance?: number\n  credit_limit?: number\n  current_balance?: number\n  currency_code?: string\n  day_payment_is_due?: number\n  display_order?: number\n  external_guid?: string\n  feed_account_type?: number\n  feed_apr?: number\n  feed_apy?: number\n  feed_credit_limit?: number\n  feed_day_payment_is_due?: number\n  feed_interest_rate?: number\n  feed_is_closed?: boolean\n  feed_localized_name?: string\n  feed_name?: string\n  feed_nickname?: string\n  feed_original_balance?: number\n  flags?: number\n  guid: string\n  institution_guid?: string\n  interest_rate?: number\n  interest_rate_set_by?: number\n  interestRate?: number\n  is_closed: boolean\n  is_deleted: boolean\n  is_excluded_from_accounts: boolean\n  is_excluded_from_budgets: boolean\n  is_excluded_from_cash_flow: boolean\n  is_excluded_from_debts: boolean\n  is_excluded_from_goals: boolean\n  is_excluded_from_investments: boolean\n  is_excluded_from_net_worth: boolean\n  is_excluded_from_spending: boolean\n  is_excluded_from_transactions: boolean\n  is_excluded_from_trends: boolean\n  is_hidden: boolean\n  is_manual: boolean\n  is_personal: boolean\n  localized_name?: string\n  member_guid?: string\n  member_is_managed_by_user: boolean\n  metadata?: string\n  minimum_payment?: number\n  name?: string\n  nickname?: string\n  original_balance?: number\n  payment_due_at?: number\n  pending_balance?: number\n  property_type?: PropertyType\n  revision?: number\n  updated_at?: number\n  user_guid?: string\n  user_name?: string\n\n  // TODO: STORE_REFACTOR Remove fields after switch to Detailed Accounts\n  memberName?: string\n  connectionStatus?: ConnectionStatus\n  displayName?: string\n  trucatedDisplayName?: string\n  institutionName?: string\n}\n\nexport interface DetailedAccount extends Account {\n  connectionStatus?: ConnectionStatus\n  displayName?: string\n  institutionName?: string // TODO: STORE_REFACTOR - Remove after all move to displayName\n  member?: Member\n  monthlyBalances?: MonthlyAccountBalance[]\n  institution?: Institution\n}\n\nexport interface Member {\n  aggregation_status: number\n  connection_status: ConnectionStatusEnums\n  guid: string\n  institution_guid: string\n  institution_name?: string\n  institution_url?: string\n  is_being_aggregated: boolean\n  is_manual: boolean\n  is_managed_by_user: boolean\n  is_oauth: boolean\n  last_job_guid?: string\n  last_job_status?: string\n  last_update_time?: number\n  metadata?: string\n  mfa: any\n  most_recent_job_guid?: string\n  needs_updated_credentials: boolean\n  name: string\n  process_status?: number\n  revision: number\n  user_guid: string\n  oauth_window_uri?: string\n  verification_is_enabled: boolean\n  tax_statement_is_enabled: boolean\n  successfully_aggregated_at?: number\n}\n\nexport interface MonthlyAccountBalance {\n  account_guid: string\n  balance: number\n  credit_transaction_total: number\n  debit_transaction_total: number\n  id: string\n  month: number\n  transaction_total: number\n  user_guid: string\n  year: number\n  year_month: number\n}\n\nexport enum AccountType {\n  ANY = 0,\n  CHECKING = 1,\n  SAVINGS = 2,\n  LOAN = 3,\n  CREDIT_CARD = 4,\n  INVESTMENT = 5,\n  LINE_OF_CREDIT = 6,\n  MORTGAGE = 7,\n  PROPERTY = 8,\n  CASH = 9,\n  INSURANCE = 10,\n  PREPAID = 11,\n  CHECKING_LINE_OF_CREDIT = 12,\n  DIGITAL_WALLET = 13,\n}\n\nexport enum AccountSubType {\n  NONE = 0,\n  MONEY_MARKET = 1,\n  CERTIFICATE_OF_DEPOSIT = 2,\n  AUTO = 3,\n  STUDENT = 4,\n  SMALL_BUSINESS = 5,\n  PERSONAL = 6,\n  PERSONAL_WITH_COLLATERAL = 7,\n  HOME_EQUITY = 8,\n  PLAN_401_K = 9,\n  PLAN_403_B = 10,\n  PLAN_529 = 11,\n  IRA = 12,\n  ROLLOVER_IRA = 13,\n  ROTH_IRA = 14,\n  TAXABLE = 15,\n  NON_TAXABLE = 16,\n  BROKERAGE = 17,\n  TRUST = 18,\n  UNIFORM_GIFTS_TO_MINORS_ACT = 19,\n  PLAN_457 = 20,\n  PENSION = 21,\n  EMPLOYEE_STOCK_OWNERSHIP_PLAN = 22,\n  SIMPLIFIED_EMPLOYEE_PENSION = 23,\n  SIMPLE_IRA = 24,\n  BOAT = 25,\n  POWERSPORTS = 26,\n  RV = 27,\n  HELOC = 28,\n  PLAN_ROTH_401_K = 29,\n  FIXED_ANNUITY = 30,\n  VARIABLE_ANNUITY = 31,\n  VEHICLE_INSURANCE = 32,\n  DISABILITY = 33,\n  HEALTH = 34,\n  LONG_TERM_CARE = 35,\n  PROPERTY_AND_CASUALTY = 36,\n  UNIVERSAL_LIFE = 37,\n  TERM_LIFE = 38,\n  WHOLE_LIFE = 39,\n  ACCIDENTAL_DEATH_AND_DISMEMBERMENT = 40,\n  VARIABLE_UNIVERSAL_LIFE = 41,\n  HSA = 42,\n  TAX_FREE_SAVINGS_ACCOUNT = 43,\n  INDIVIDUAL = 44,\n  REGISTERED_RETIREMENT_INCOME_FUND = 45,\n  CASH_MANAGEMENT_ACCOUNT = 46,\n  EMPLOYEE_STOCK_PURCHASE_PLAN = 47,\n  REGISTERED_EDUCATION_SAVINGS_PLAN = 48,\n  PROFIT_SHARING_PLAN = 49,\n  UNIFORM_TRANSFER_TO_MINORS_ACT = 50,\n  PLAN_401_A = 51,\n  SARSEP_IRA = 52,\n  FIXED_ANNUITY_TRADITIONAL_IRA = 53,\n  VARIABLE_ANNUITY_TRADITIONAL_IRA = 54,\n  SEPP_IRA = 55,\n  INHERITED_TRADITIONAL_IRA = 56,\n  FIXED_ANNUITY_ROTH_IRA = 57,\n  VARIABLE_ANNUITY_ROTH_IRA = 58,\n  INHERITED_ROTH_IRA = 59,\n  COVERDELL = 60,\n  ADVISORY_ACCOUNT = 61,\n  BROKERAGE_MARGIN = 62,\n  CHARITABLE_GIFT_ACCOUNT = 63,\n  CHURCH_ACCOUNT = 64,\n  CONSERVATORSHIP = 65,\n  CUSTODIAL = 66,\n  DEFINED_BENEFIT_PLAN = 67,\n  DEFINED_CONTRIBUTION_PLAN = 68,\n  EDUCATIONAL = 69,\n  ESTATE = 70,\n  EXECUTOR = 71,\n  GROUP_RETIREMENT_SAVINGS_PLAN = 72,\n  GUARANTEED_INVESTMENT_CERTIFICATE = 73,\n  HRA = 74,\n  INDEXED_ANNUITY = 75,\n  INVESTMENT_CLUB = 76,\n  IRREVOCABLE_TRUST = 77,\n  JOINT_TENANTS_BY_ENTIRITY = 78,\n  JOINT_TENANTS_COMMUNITY_PROPERTY = 79,\n  JOINT_TENANTS_IN_COMMON = 80,\n  JOINT_TENANTS_WITH_RIGHTS_OF_SURVIVORSHIP = 81,\n  KEOUGH_PLAN = 82,\n  LIFE_INCOME_FUND = 83,\n  LIVING_TRUST = 84,\n  LOCKED_IN_RETIREMENT_ACCOUNT = 85,\n  LOCKED_IN_RETIREMENT_INVESTMENT_FUND = 86,\n  LOCKED_IN_RETIREMENT_SAVINGS_ACCOUNT = 87,\n  MONEY_PURCHASE_PLAN = 88,\n  PARTNERSHIP = 89,\n  PLAN_409_A = 90,\n  PLAN_ROTH_403_B = 91,\n  REGISTERED_DISABILITY_SAVINGS_PLAN = 92,\n  REGISTERED_LOCKED_IN_SAVINGS_PLAN = 93,\n  REGISTERED_PENSION_PLAN = 94,\n  REGISTERED_RETIREMENT_SAVINGS_PLAN = 95,\n  REVOCABLE_TRUST = 96,\n  ROTH_CONVERSION = 97,\n  SOLE_PROPRIETORSHIP = 98,\n  SPOUSAL_IRA = 99,\n  SPOUSAL_ROTH_IRA = 100,\n  TESTAMENTARY_TRUST = 101,\n  THRIFT_SAVINGS_PLAN = 102,\n  INHERITED_ANNUITY = 103,\n  CORPORATE_ACCOUNT = 104,\n  LIMITED_LIABILITY_ACCOUNT = 105,\n  HSA_SAVINGS = 106,\n  HSA_CHECKING = 107,\n}\n\nexport enum PropertyType {\n  REAL_ESTATE = 0,\n  VEHICLE = 1,\n  ART = 2,\n  JEWELRY = 3,\n  FURNITURE = 4,\n  APPLIANCES = 5,\n  COMPUTER = 6,\n  ELECTRONICS = 7,\n  SPORTS_EQUIPMENT = 8,\n  MISCELLANEOUS = 9,\n}\n\nexport enum ConnectionStatusEnums {\n  CREATED = 0, // The member is new and has not aggregated yet\n  PREVENTED = 1, // MX preventing aggregation until credentials are updated\n  DENIED = 2, // Invalid credentials\n  CHALLENGED = 3, // MFA presented\n  REJECTED = 4, // MFA answered incorrectly\n  LOCKED = 5, // Institution is preventing authentication, user must contact FI\n  CONNECTED = 6, // Successfully authenticated and aggregating data\n  IMPEDED = 7, // User attention is needed in online banking (marketing message, terms and conditions etc.)\n  RECONNECTED = 8, // The connection has been migrated, we will not aggregate until user interacts with UI\n  DEGRADED = 9, // Aggregation has failed for a short period with a minimum number of attempts\n  DISCONNECTED = 10, // Aggregation has failed for an extended period of time with a minimum number of attempts\n  DISCONTINUED = 11, // The connection to this institution is no longer available\n  CLOSED = 12, // The user, MX, the client or partner have marked the account as closed\n  DELAYED = 13, // Aggregation has taken longer than expected without being CONNECTED\n  FAILED = 14, // Aggregation failed without being CONNECTED\n  UPDATED = 15, // Credenitals have been updated, but the member has not yet been CONNECTED\n  DISABLED = 16, // Aggregation has been momentarily paused, but the member is still CONNECTED\n  IMPORTED = 17, // Member was imported from another provider using the MDX Migration API\n  RESUMED = 18, // MFA has been answered and has not yet been CONNECTED\n  EXPIRED = 19, // MFA has not been answered before job timed out\n  IMPAIRED = 20, // Memeber is missing some or all credentials needed to connect\n  PENDING = 21, // OAuth member created but waiting for authentication redirect // Not visible to user\n}\n\nexport const ProcessingStatuses = [\n  ConnectionStatusEnums.CREATED,\n  ConnectionStatusEnums.UPDATED,\n  ConnectionStatusEnums.RESUMED,\n]\n\nexport const MfaStatuses = [ConnectionStatusEnums.CHALLENGED, ConnectionStatusEnums.REJECTED]\n\nexport const ErrorStatuses = [\n  ConnectionStatusEnums.PREVENTED,\n  ConnectionStatusEnums.DENIED,\n  ConnectionStatusEnums.LOCKED,\n  ConnectionStatusEnums.IMPEDED,\n  ConnectionStatusEnums.DEGRADED,\n  ConnectionStatusEnums.DISCONNECTED,\n  ConnectionStatusEnums.DISCONTINUED,\n  ConnectionStatusEnums.CLOSED,\n  ConnectionStatusEnums.DELAYED,\n  ConnectionStatusEnums.FAILED,\n  ConnectionStatusEnums.DISABLED,\n  ConnectionStatusEnums.IMPORTED,\n  ConnectionStatusEnums.EXPIRED,\n  ConnectionStatusEnums.IMPAIRED,\n]\n\nexport const NonConnectedStatuses = [...ErrorStatuses, ...MfaStatuses]\n\nexport enum ConnectionStatus {\n  Connected = 'Connected',\n  Error = 'Error',\n  Processing = 'Processing',\n  RequiresMfa = 'RequiresMfa',\n}\n\nexport const StatusName: any = {\n  [ConnectionStatusEnums.CHALLENGED]: 'Challenged',\n  [ConnectionStatusEnums.CLOSED]: 'Closed',\n  [ConnectionStatusEnums.DEGRADED]: 'Degraded',\n  [ConnectionStatusEnums.DELAYED]: 'Delayed',\n  [ConnectionStatusEnums.DENIED]: 'Denied',\n  [ConnectionStatusEnums.DISABLED]: 'Disabled',\n  [ConnectionStatusEnums.DISCONNECTED]: 'Disconnected',\n  [ConnectionStatusEnums.DISCONTINUED]: 'Discontinued',\n  [ConnectionStatusEnums.EXPIRED]: 'Expired',\n  [ConnectionStatusEnums.FAILED]: 'Failed',\n  [ConnectionStatusEnums.IMPAIRED]: 'Impaired',\n  [ConnectionStatusEnums.IMPEDED]: 'Impeded',\n  [ConnectionStatusEnums.IMPORTED]: 'Imported',\n  [ConnectionStatusEnums.LOCKED]: 'Locked',\n  [ConnectionStatusEnums.PREVENTED]: 'Prevented',\n  [ConnectionStatusEnums.REJECTED]: 'Rejected',\n}\n\nexport const AccountTypeName: any = {\n  [AccountType.ANY]: 'Any',\n  [AccountType.CASH]: 'Cash',\n  [AccountType.CHECKING]: 'Checking',\n  [AccountType.CHECKING_LINE_OF_CREDIT]: 'Checking Line of Credit',\n  [AccountType.CREDIT_CARD]: 'Credit Card',\n  [AccountType.DIGITAL_WALLET]: 'Digital Wallet',\n  [AccountType.INSURANCE]: 'Insurance',\n  [AccountType.INVESTMENT]: 'Investment',\n  [AccountType.LINE_OF_CREDIT]: 'Line of Credit',\n  [AccountType.LOAN]: 'Loan',\n  [AccountType.MORTGAGE]: 'Mortgage',\n  [AccountType.PREPAID]: 'Prepaid',\n  [AccountType.PROPERTY]: 'Property',\n  [AccountType.SAVINGS]: 'Savings',\n}\n\nexport const AccountIcon: any = {\n  [AccountType.ANY]: 'account_balance',\n  [AccountType.CASH]: 'monetization_on',\n  [AccountType.CHECKING]: 'checkbook',\n  [AccountType.CHECKING_LINE_OF_CREDIT]: 'checkbook', // Checking line of credit has the same icon as checking\n  [AccountType.CREDIT_CARD]: 'credit_card',\n  [AccountType.DIGITAL_WALLET]: 'wallet',\n  [AccountType.INSURANCE]: 'monitor_heart',\n  [AccountType.INVESTMENT]: 'trending_up',\n  [AccountType.LINE_OF_CREDIT]: 'add_credit',\n  [AccountType.LOAN]: 'loans',\n  [AccountType.MORTGAGE]: 'house',\n  [AccountType.PREPAID]: 'credit_card',\n  [AccountType.PROPERTY]: 'key',\n  [AccountType.SAVINGS]: 'savings',\n}\n\nexport const AccountIconVariants: any = {\n  [AccountType.INVESTMENT]: 'bid_landscape',\n}\n\nexport const PropertyTypeName: any = {\n  [PropertyType.REAL_ESTATE]: 'Real Estate',\n  [PropertyType.VEHICLE]: 'Vehicle',\n  [PropertyType.ART]: 'Art',\n  [PropertyType.JEWELRY]: 'Jewelry',\n  [PropertyType.FURNITURE]: 'Furniture',\n  [PropertyType.APPLIANCES]: 'Appliances',\n  [PropertyType.COMPUTER]: 'Computer',\n  [PropertyType.ELECTRONICS]: 'Electronics',\n  [PropertyType.SPORTS_EQUIPMENT]: 'Sports Equipment',\n  [PropertyType.MISCELLANEOUS]: 'Miscellaneous',\n}\n\nexport const PropertyIcon: any = {\n  [PropertyType.REAL_ESTATE]: 'home_work',\n  [PropertyType.VEHICLE]: 'directions_car',\n  [PropertyType.ART]: 'insert_photo',\n  [PropertyType.JEWELRY]: 'diamond',\n  [PropertyType.FURNITURE]: 'chair',\n  [PropertyType.APPLIANCES]: 'kitchen',\n  [PropertyType.COMPUTER]: 'computer',\n  [PropertyType.ELECTRONICS]: 'camera_alt',\n  [PropertyType.SPORTS_EQUIPMENT]: 'sports_baseball',\n  [PropertyType.MISCELLANEOUS]: 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+{"version":3,"file":"Account.es.js","names":[],"sources":["../../../src/core/types/Account.ts"],"sourcesContent":["import { type Institution } from './Institution'\n\nexport interface Account {\n  account_number?: string\n  account_subtype?: AccountSubType\n  account_type: AccountType\n  apr?: number\n  apy?: number\n  available_balance?: number\n  balance?: number\n  balance_updated_at?: number\n  cash_balance?: number\n  credit_limit?: number\n  current_balance?: number\n  currency_code?: string\n  day_payment_is_due?: number\n  display_order?: number\n  external_guid?: string\n  feed_account_type?: number\n  feed_apr?: number\n  feed_apy?: number\n  feed_credit_limit?: number\n  feed_day_payment_is_due?: number\n  feed_interest_rate?: number\n  feed_is_closed?: boolean\n  feed_localized_name?: string\n  feed_name?: string\n  feed_nickname?: string\n  feed_original_balance?: number\n  flags?: number\n  guid: string\n  institution_guid?: string\n  interest_rate?: number\n  interest_rate_set_by?: number\n  interestRate?: number\n  is_closed: boolean\n  is_deleted: boolean\n  is_excluded_from_accounts: boolean\n  is_excluded_from_budgets: boolean\n  is_excluded_from_cash_flow: boolean\n  is_excluded_from_debts: boolean\n  is_excluded_from_goals: boolean\n  is_excluded_from_investments: boolean\n  is_excluded_from_net_worth: boolean\n  is_excluded_from_spending: boolean\n  is_excluded_from_transactions: boolean\n  is_excluded_from_trends: boolean\n  is_hidden: boolean\n  is_manual: boolean\n  is_personal: boolean\n  localized_name?: string\n  member_guid?: string\n  member_is_managed_by_user: boolean\n  metadata?: string\n  minimum_payment?: number\n  name?: string\n  nickname?: string\n  original_balance?: number\n  payment_due_at?: number\n  pending_balance?: number\n  property_type?: PropertyType\n  revision?: number\n  updated_at?: number\n  user_guid?: string\n  user_name?: string\n\n  // TODO: STORE_REFACTOR Remove fields after switch to Detailed Accounts\n  memberName?: string\n  connectionStatus?: ConnectionStatus\n  displayName?: string\n  trucatedDisplayName?: string\n  institutionName?: string\n}\n\nexport interface DetailedAccount extends Account {\n  connectionStatus?: ConnectionStatus\n  displayName?: string\n  institutionName?: string // TODO: STORE_REFACTOR - Remove after all move to displayName\n  member?: Member\n  monthlyBalances?: MonthlyAccountBalance[]\n  institution?: Institution\n}\n\nexport interface Member {\n  aggregation_status: number\n  connection_status: ConnectionStatusEnums\n  guid: string\n  institution_guid: string\n  institution_name?: string\n  institution_url?: string\n  is_being_aggregated: boolean\n  is_manual: boolean\n  is_managed_by_user: boolean\n  is_oauth: boolean\n  last_job_guid?: string\n  last_job_status?: string\n  last_update_time?: number\n  metadata?: string\n  mfa: any\n  most_recent_job_guid?: string\n  needs_updated_credentials: boolean\n  name: string\n  process_status?: number\n  revision: number\n  user_guid: string\n  oauth_window_uri?: string\n  verification_is_enabled: boolean\n  tax_statement_is_enabled: boolean\n  successfully_aggregated_at?: number\n}\n\nexport interface MonthlyAccountBalance {\n  account_guid: string\n  balance: number\n  credit_transaction_total: number\n  debit_transaction_total: number\n  id: string\n  month: number\n  transaction_total: number\n  user_guid: string\n  year: number\n  year_month: number\n}\n\nexport interface HistoricalAccountBalance {\n  account_guid: string\n  balance: number\n  guid: string\n  month: number\n  transaction_total: number | null\n  user_guid: string\n  year: number\n  year_month: number\n}\n\nexport enum AccountType {\n  ANY = 0,\n  CHECKING = 1,\n  SAVINGS = 2,\n  LOAN = 3,\n  CREDIT_CARD = 4,\n  INVESTMENT = 5,\n  LINE_OF_CREDIT = 6,\n  MORTGAGE = 7,\n  PROPERTY = 8,\n  CASH = 9,\n  INSURANCE = 10,\n  PREPAID = 11,\n  CHECKING_LINE_OF_CREDIT = 12,\n  DIGITAL_WALLET = 13,\n}\n\nexport enum AccountSubType {\n  NONE = 0,\n  MONEY_MARKET = 1,\n  CERTIFICATE_OF_DEPOSIT = 2,\n  AUTO = 3,\n  STUDENT = 4,\n  SMALL_BUSINESS = 5,\n  PERSONAL = 6,\n  PERSONAL_WITH_COLLATERAL = 7,\n  HOME_EQUITY = 8,\n  PLAN_401_K = 9,\n  PLAN_403_B = 10,\n  PLAN_529 = 11,\n  IRA = 12,\n  ROLLOVER_IRA = 13,\n  ROTH_IRA = 14,\n  TAXABLE = 15,\n  NON_TAXABLE = 16,\n  BROKERAGE = 17,\n  TRUST = 18,\n  UNIFORM_GIFTS_TO_MINORS_ACT = 19,\n  PLAN_457 = 20,\n  PENSION = 21,\n  EMPLOYEE_STOCK_OWNERSHIP_PLAN = 22,\n  SIMPLIFIED_EMPLOYEE_PENSION = 23,\n  SIMPLE_IRA = 24,\n  BOAT = 25,\n  POWERSPORTS = 26,\n  RV = 27,\n  HELOC = 28,\n  PLAN_ROTH_401_K = 29,\n  FIXED_ANNUITY = 30,\n  VARIABLE_ANNUITY = 31,\n  VEHICLE_INSURANCE = 32,\n  DISABILITY = 33,\n  HEALTH = 34,\n  LONG_TERM_CARE = 35,\n  PROPERTY_AND_CASUALTY = 36,\n  UNIVERSAL_LIFE = 37,\n  TERM_LIFE = 38,\n  WHOLE_LIFE = 39,\n  ACCIDENTAL_DEATH_AND_DISMEMBERMENT = 40,\n  VARIABLE_UNIVERSAL_LIFE = 41,\n  HSA = 42,\n  TAX_FREE_SAVINGS_ACCOUNT = 43,\n  INDIVIDUAL = 44,\n  REGISTERED_RETIREMENT_INCOME_FUND = 45,\n  CASH_MANAGEMENT_ACCOUNT = 46,\n  EMPLOYEE_STOCK_PURCHASE_PLAN = 47,\n  REGISTERED_EDUCATION_SAVINGS_PLAN = 48,\n  PROFIT_SHARING_PLAN = 49,\n  UNIFORM_TRANSFER_TO_MINORS_ACT = 50,\n  PLAN_401_A = 51,\n  SARSEP_IRA = 52,\n  FIXED_ANNUITY_TRADITIONAL_IRA = 53,\n  VARIABLE_ANNUITY_TRADITIONAL_IRA = 54,\n  SEPP_IRA = 55,\n  INHERITED_TRADITIONAL_IRA = 56,\n  FIXED_ANNUITY_ROTH_IRA = 57,\n  VARIABLE_ANNUITY_ROTH_IRA = 58,\n  INHERITED_ROTH_IRA = 59,\n  COVERDELL = 60,\n  ADVISORY_ACCOUNT = 61,\n  BROKERAGE_MARGIN = 62,\n  CHARITABLE_GIFT_ACCOUNT = 63,\n  CHURCH_ACCOUNT = 64,\n  CONSERVATORSHIP = 65,\n  CUSTODIAL = 66,\n  DEFINED_BENEFIT_PLAN = 67,\n  DEFINED_CONTRIBUTION_PLAN = 68,\n  EDUCATIONAL = 69,\n  ESTATE = 70,\n  EXECUTOR = 71,\n  GROUP_RETIREMENT_SAVINGS_PLAN = 72,\n  GUARANTEED_INVESTMENT_CERTIFICATE = 73,\n  HRA = 74,\n  INDEXED_ANNUITY = 75,\n  INVESTMENT_CLUB = 76,\n  IRREVOCABLE_TRUST = 77,\n  JOINT_TENANTS_BY_ENTIRITY = 78,\n  JOINT_TENANTS_COMMUNITY_PROPERTY = 79,\n  JOINT_TENANTS_IN_COMMON = 80,\n  JOINT_TENANTS_WITH_RIGHTS_OF_SURVIVORSHIP = 81,\n  KEOUGH_PLAN = 82,\n  LIFE_INCOME_FUND = 83,\n  LIVING_TRUST = 84,\n  LOCKED_IN_RETIREMENT_ACCOUNT = 85,\n  LOCKED_IN_RETIREMENT_INVESTMENT_FUND = 86,\n  LOCKED_IN_RETIREMENT_SAVINGS_ACCOUNT = 87,\n  MONEY_PURCHASE_PLAN = 88,\n  PARTNERSHIP = 89,\n  PLAN_409_A = 90,\n  PLAN_ROTH_403_B = 91,\n  REGISTERED_DISABILITY_SAVINGS_PLAN = 92,\n  REGISTERED_LOCKED_IN_SAVINGS_PLAN = 93,\n  REGISTERED_PENSION_PLAN = 94,\n  REGISTERED_RETIREMENT_SAVINGS_PLAN = 95,\n  REVOCABLE_TRUST = 96,\n  ROTH_CONVERSION = 97,\n  SOLE_PROPRIETORSHIP = 98,\n  SPOUSAL_IRA = 99,\n  SPOUSAL_ROTH_IRA = 100,\n  TESTAMENTARY_TRUST = 101,\n  THRIFT_SAVINGS_PLAN = 102,\n  INHERITED_ANNUITY = 103,\n  CORPORATE_ACCOUNT = 104,\n  LIMITED_LIABILITY_ACCOUNT = 105,\n  HSA_SAVINGS = 106,\n  HSA_CHECKING = 107,\n}\n\nexport enum PropertyType {\n  REAL_ESTATE = 0,\n  VEHICLE = 1,\n  ART = 2,\n  JEWELRY = 3,\n  FURNITURE = 4,\n  APPLIANCES = 5,\n  COMPUTER = 6,\n  ELECTRONICS = 7,\n  SPORTS_EQUIPMENT = 8,\n  MISCELLANEOUS = 9,\n}\n\nexport enum ConnectionStatusEnums {\n  CREATED = 0, // The member is new and has not aggregated yet\n  PREVENTED = 1, // MX preventing aggregation until credentials are updated\n  DENIED = 2, // Invalid credentials\n  CHALLENGED = 3, // MFA presented\n  REJECTED = 4, // MFA answered incorrectly\n  LOCKED = 5, // Institution is preventing authentication, user must contact FI\n  CONNECTED = 6, // Successfully authenticated and aggregating data\n  IMPEDED = 7, // User attention is needed in online banking (marketing message, terms and conditions etc.)\n  RECONNECTED = 8, // The connection has been migrated, we will not aggregate until user interacts with UI\n  DEGRADED = 9, // Aggregation has failed for a short period with a minimum number of attempts\n  DISCONNECTED = 10, // Aggregation has failed for an extended period of time with a minimum number of attempts\n  DISCONTINUED = 11, // The connection to this institution is no longer available\n  CLOSED = 12, // The user, MX, the client or partner have marked the account as closed\n  DELAYED = 13, // Aggregation has taken longer than expected without being CONNECTED\n  FAILED = 14, // Aggregation failed without being CONNECTED\n  UPDATED = 15, // Credenitals have been updated, but the member has not yet been CONNECTED\n  DISABLED = 16, // Aggregation has been momentarily paused, but the member is still CONNECTED\n  IMPORTED = 17, // Member was imported from another provider using the MDX Migration API\n  RESUMED = 18, // MFA has been answered and has not yet been CONNECTED\n  EXPIRED = 19, // MFA has not been answered before job timed out\n  IMPAIRED = 20, // Memeber is missing some or all credentials needed to connect\n  PENDING = 21, // OAuth member created but waiting for authentication redirect // Not visible to user\n}\n\nexport const ProcessingStatuses = [\n  ConnectionStatusEnums.CREATED,\n  ConnectionStatusEnums.UPDATED,\n  ConnectionStatusEnums.RESUMED,\n]\n\nexport const MfaStatuses = [ConnectionStatusEnums.CHALLENGED, ConnectionStatusEnums.REJECTED]\n\nexport const ErrorStatuses = [\n  ConnectionStatusEnums.PREVENTED,\n  ConnectionStatusEnums.DENIED,\n  ConnectionStatusEnums.LOCKED,\n  ConnectionStatusEnums.IMPEDED,\n  ConnectionStatusEnums.DEGRADED,\n  ConnectionStatusEnums.DISCONNECTED,\n  ConnectionStatusEnums.DISCONTINUED,\n  ConnectionStatusEnums.CLOSED,\n  ConnectionStatusEnums.DELAYED,\n  ConnectionStatusEnums.FAILED,\n  ConnectionStatusEnums.DISABLED,\n  ConnectionStatusEnums.IMPORTED,\n  ConnectionStatusEnums.EXPIRED,\n  ConnectionStatusEnums.IMPAIRED,\n]\n\nexport const NonConnectedStatuses = [...ErrorStatuses, ...MfaStatuses]\n\nexport enum ConnectionStatus {\n  Connected = 'Connected',\n  Error = 'Error',\n  Processing = 'Processing',\n  RequiresMfa = 'RequiresMfa',\n}\n\nexport const StatusName: any = {\n  [ConnectionStatusEnums.CHALLENGED]: 'Challenged',\n  [ConnectionStatusEnums.CLOSED]: 'Closed',\n  [ConnectionStatusEnums.DEGRADED]: 'Degraded',\n  [ConnectionStatusEnums.DELAYED]: 'Delayed',\n  [ConnectionStatusEnums.DENIED]: 'Denied',\n  [ConnectionStatusEnums.DISABLED]: 'Disabled',\n  [ConnectionStatusEnums.DISCONNECTED]: 'Disconnected',\n  [ConnectionStatusEnums.DISCONTINUED]: 'Discontinued',\n  [ConnectionStatusEnums.EXPIRED]: 'Expired',\n  [ConnectionStatusEnums.FAILED]: 'Failed',\n  [ConnectionStatusEnums.IMPAIRED]: 'Impaired',\n  [ConnectionStatusEnums.IMPEDED]: 'Impeded',\n  [ConnectionStatusEnums.IMPORTED]: 'Imported',\n  [ConnectionStatusEnums.LOCKED]: 'Locked',\n  [ConnectionStatusEnums.PREVENTED]: 'Prevented',\n  [ConnectionStatusEnums.REJECTED]: 'Rejected',\n}\n\nexport const AccountTypeName: any = {\n  [AccountType.ANY]: 'Any',\n  [AccountType.CASH]: 'Cash',\n  [AccountType.CHECKING]: 'Checking',\n  [AccountType.CHECKING_LINE_OF_CREDIT]: 'Checking Line of Credit',\n  [AccountType.CREDIT_CARD]: 'Credit Card',\n  [AccountType.DIGITAL_WALLET]: 'Digital Wallet',\n  [AccountType.INSURANCE]: 'Insurance',\n  [AccountType.INVESTMENT]: 'Investment',\n  [AccountType.LINE_OF_CREDIT]: 'Line of Credit',\n  [AccountType.LOAN]: 'Loan',\n  [AccountType.MORTGAGE]: 'Mortgage',\n  [AccountType.PREPAID]: 'Prepaid',\n  [AccountType.PROPERTY]: 'Property',\n  [AccountType.SAVINGS]: 'Savings',\n}\n\nexport const AccountIcon: any = {\n  [AccountType.ANY]: 'account_balance',\n  [AccountType.CASH]: 'monetization_on',\n  [AccountType.CHECKING]: 'checkbook',\n  [AccountType.CHECKING_LINE_OF_CREDIT]: 'checkbook', // Checking line of credit has the same icon as checking\n  [AccountType.CREDIT_CARD]: 'credit_card',\n  [AccountType.DIGITAL_WALLET]: 'wallet',\n  [AccountType.INSURANCE]: 'monitor_heart',\n  [AccountType.INVESTMENT]: 'trending_up',\n  [AccountType.LINE_OF_CREDIT]: 'add_credit',\n  [AccountType.LOAN]: 'loans',\n  [AccountType.MORTGAGE]: 'house',\n  [AccountType.PREPAID]: 'credit_card',\n  [AccountType.PROPERTY]: 'key',\n  [AccountType.SAVINGS]: 'savings',\n}\n\nexport const AccountIconVariants: any = {\n  [AccountType.INVESTMENT]: 'bid_landscape',\n}\n\nexport const PropertyTypeName: any = {\n  [PropertyType.REAL_ESTATE]: 'Real Estate',\n  [PropertyType.VEHICLE]: 'Vehicle',\n  [PropertyType.ART]: 'Art',\n  [PropertyType.JEWELRY]: 'Jewelry',\n  [PropertyType.FURNITURE]: 'Furniture',\n  [PropertyType.APPLIANCES]: 'Appliances',\n  [PropertyType.COMPUTER]: 'Computer',\n  [PropertyType.ELECTRONICS]: 'Electronics',\n  [PropertyType.SPORTS_EQUIPMENT]: 'Sports Equipment',\n  [PropertyType.MISCELLANEOUS]: 'Miscellaneous',\n}\n\nexport const PropertyIcon: any = {\n  [PropertyType.REAL_ESTATE]: 'home_work',\n  [PropertyType.VEHICLE]: 'directions_car',\n  [PropertyType.ART]: 'insert_photo',\n  [PropertyType.JEWELRY]: 'diamond',\n  [PropertyType.FURNITURE]: 'chair',\n  [PropertyType.APPLIANCES]: 'kitchen',\n  [PropertyType.COMPUTER]: 'computer',\n  [PropertyType.ELECTRONICS]: 'camera_alt',\n  [PropertyType.SPORTS_EQUIPMENT]: 'sports_baseball',\n  [PropertyType.MISCELLANEOUS]: 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package/dist/core/types/index.d.ts

@@ -1,4 +1,4 @@
-export type { Account, DetailedAccount, Member, MonthlyAccountBalance } from './Account';
+export type { Account, DetailedAccount, HistoricalAccountBalance, Member, MonthlyAccountBalance, } from './Account';
 export { AccountIcon, AccountIconVariants, AccountSubType, AccountType, AccountTypeName, ConnectionStatus, ConnectionStatusEnums, ErrorStatuses, MfaStatuses, NonConnectedStatuses, ProcessingStatuses, PropertyType, PropertyTypeName, StatusName, } from './Account';
 export type { AnalyticsEvent, AnalyticsPageview, BasicAnalyticsEvent, BasicAnalyticsPageview, AnalyticsSession, AnalyticEventFunction, AnalyticPageviewFunction, AnalyticsSessionInstance, } from './Analytics';
 export type { AppConfig, AppData, Banner, ClientConfig, Config, Options, StyleConfig, } from './AppData';

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

@@ -1,4 +1,4 @@
-import { Account, AccountGroup, FinancialAccount, Member, MonthlyAccountBalance, NetWorth } from '../types';
+import { Account, AccountGroup, FinancialAccount, HistoricalAccountBalance, Member, MonthlyAccountBalance, NetWorth } from '../types';
 export declare const filterAccounts: (accounts: Account[], members: Member[]) => Account[];
 export declare const flattenBalances: (allBalances: MonthlyAccountBalance[], currentBalances: MonthlyAccountBalance[]) => MonthlyAccountBalance[];
 export declare const getLatestNetWorthData: (chartData: NetWorth[]) => NetWorth | undefined;
@@ -23,4 +23,5 @@ export declare const buildAssetsLiabilities: (accounts: Account[]) => {
     totalAssets: number;
     totalLiabilities: number;
 };
+export declare const toMonthlyAccountBalance: (hab: HistoricalAccountBalance) => MonthlyAccountBalance;
 export declare const groupAccounts: (accounts: FinancialAccount[]) => AccountGroup[];

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

@@ -1,31 +1,31 @@
-import { AccountIcon as p, AccountIconVariants as b, AccountTypeName as y } from "../types/Account.es.js";
-import { isAccountLiability as f } from "./AccountUtils.es.js";
-import { format as _ } from "date-fns/format";
+import { AccountIcon as _, AccountIconVariants as p, AccountTypeName as y } from "../types/Account.es.js";
+import { isAccountLiability as d } from "./AccountUtils.es.js";
+import { format as b } from "date-fns/format";
 import { startOfMonth as v } from "date-fns/startOfMonth";
 import { subMonths as A } from "date-fns/subMonths";
 import { fromUnixTime as M } from "date-fns/fromUnixTime";
-var c = 13, W = (e, r) => e.filter((t) => {
-  const { is_closed: a, is_deleted: s, is_hidden: n, is_manual: o } = t;
-  return a || s || n ? !1 : o || !t.guid ? !0 : r.some((g) => e.some((m) => g.guid === m.member_guid));
+var h = 13, W = (e, r) => e.filter((n) => {
+  const { is_closed: a, is_deleted: s, is_hidden: t, is_manual: o } = n;
+  return a || s || t ? !1 : o || !n.guid ? !0 : r.some((g) => e.some((c) => g.guid === c.member_guid));
 }), G = (e, r) => [...e, ...r], R = (e) => {
   if (e && e.length > 0) return e[e.length - 1];
-}, U = (e, r) => e.year_month - r.year_month, N = () => Array.from({ length: c }, (e, r) => Math.floor(v(A(/* @__PURE__ */ new Date(), r)).getTime() / 1e3)).sort(), j = (e, r, t) => !e.length || !r.length ? [] : N().reduceRight((a, s) => {
-  const n = r.filter(({ year_month: i }) => i === parseInt(_(M(s), "yyyyMM"))), o = e.map((i) => {
-    const l = n.find((u) => u.account_guid === i.guid), h = {
+}, U = (e, r) => e.year_month - r.year_month, N = () => Array.from({ length: h }, (e, r) => Math.floor(v(A(/* @__PURE__ */ new Date(), r)).getTime() / 1e3)).sort(), j = (e, r, n) => !e.length || !r.length ? [] : N().reduceRight((a, s) => {
+  const t = r.filter(({ year_month: i }) => i === parseInt(b(M(s), "yyyyMM"))), o = e.map((i) => {
+    const l = t.find((u) => u.account_guid === i.guid), m = {
       change: 0,
       guid: i.guid,
       name: i.name,
       type: i.account_type,
       balance: 0
     };
-    if (!l && a.length === 0 && !i.balance) return h;
+    if (!l && a.length === 0 && !i.balance) return m;
     if (!l && a.length === 0) return {
-      ...h,
-      value: f(i) ? -(i.balance ?? 0) : i.balance ?? 0
+      ...m,
+      value: d(i) ? -(i.balance ?? 0) : i.balance ?? 0
     };
     if (!l) {
-      const u = a[0].accounts.find((d) => d.guid === i.guid);
-      return u || h;
+      const u = a[0].accounts.find((f) => f.guid === i.guid);
+      return u || m;
     }
     return {
       change: l.transaction_total,
@@ -34,7 +34,7 @@ var c = 13, W = (e, r) => e.filter((t) => {
       type: i.account_type,
       value: l.balance
     };
-  }), { y: g, change: m } = o.reduce((i, l) => ({
+  }), { y: g, change: c } = o.reduce((i, l) => ({
     y: i.y + (l.value || 0),
     change: i.change + (l.change || 0)
   }), {
@@ -45,59 +45,70 @@ var c = 13, W = (e, r) => e.filter((t) => {
     accounts: o,
     x: s,
     y: g,
-    change: m
+    change: c
   }, ...a];
-}, []).slice(c - t), k = (e) => {
-  const r = [], t = [];
+}, []).slice(h - n), k = (e) => {
+  const r = [], n = [];
   let a = 0, s = 0;
-  return e?.accounts.forEach((n) => {
-    n.change > 0 && (r.push({
-      accountName: n.name,
-      gain: n.change
-    }), a += n.change), n.change < 0 && (t.push({
-      accountName: n.name,
-      loss: n.change
-    }), s += n.change);
+  return e?.accounts.forEach((t) => {
+    t.change > 0 && (r.push({
+      accountName: t.name,
+      gain: t.change
+    }), a += t.change), t.change < 0 && (n.push({
+      accountName: t.name,
+      loss: t.change
+    }), s += t.change);
   }), {
     netWorth: e,
     gains: r,
-    losses: t,
+    losses: n,
     totalGains: a,
     totalLosses: s
   };
 }, w = (e) => {
-  const r = [], t = [];
+  const r = [], n = [];
   let a = 0, s = 0;
-  return e.forEach((n) => {
-    if (f(n)) {
-      const o = n.balance ?? 0;
-      t.push({
-        accountName: n.name,
-        accountType: n.account_type,
+  return e.forEach((t) => {
+    if (d(t)) {
+      const o = t.balance ?? 0;
+      n.push({
+        accountName: t.name,
+        accountType: t.account_type,
         balance: o
       }), s += o;
     } else {
-      const o = n.balance ?? 0;
+      const o = t.balance ?? 0;
       r.push({
-        accountName: n.name,
-        accountType: n.account_type,
+        accountName: t.name,
+        accountType: t.account_type,
         balance: o
       }), a += o;
     }
   }), {
     assets: r,
-    liabilities: t,
+    liabilities: n,
     totalAssets: a,
     totalLiabilities: s
   };
-}, x = (e) => {
-  const r = e.reduce((t, a) => {
+}, x = (e) => ({
+  account_guid: e.account_guid,
+  balance: e.balance,
+  credit_transaction_total: 0,
+  debit_transaction_total: 0,
+  id: e.guid,
+  month: e.month,
+  transaction_total: e.transaction_total ?? 0,
+  user_guid: e.user_guid,
+  year: e.year,
+  year_month: e.year_month
+}), z = (e) => {
+  const r = e.reduce((n, a) => {
     const s = a.accountType;
-    return t[s] || (t[s] = []), t[s].push(a), t;
+    return n[s] || (n[s] = []), n[s].push(a), n;
   }, {});
-  return Object.entries(r).map(([t, a]) => ({
-    icon: b[+t] || p[+t],
-    name: y[+t],
+  return Object.entries(r).map(([n, a]) => ({
+    icon: p[+n] || _[+n],
+    name: y[+n],
     accounts: a
   }));
 };
@@ -108,8 +119,9 @@ export {
   W as filterAccounts,
   G as flattenBalances,
   R as getLatestNetWorthData,
-  x as groupAccounts,
-  U as sortByYearMonthAscending
+  z as groupAccounts,
+  U as sortByYearMonthAscending,
+  x as toMonthlyAccountBalance
 };
 
 //# sourceMappingURL=NetWorthUtils.es.js.map

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

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

@@ -1,6 +1,6 @@
 {
   "name": "@mx-cartographer/experiences",
-  "version": "9.4.30",
+  "version": "9.4.32",
   "description": "Library containing experience widgets",
   "author": "MX",
   "license": "MIT",