@mx-cartographer/experiences 9.4.41 → 9.4.42-alph.mm1

package/CHANGELOG.md

@@ -1,3 +1,11 @@
+## [9.4.42] - 09-25-2026
+
+- **FIXED** - Category names now render localized copy instead of the raw API value in the Spending widget (main view list, drawer, donut legend), the Spending mini widget, the Finstrong spend-less-than-you-make chart, and the Transactions table Category column. (MEW-4166)
+- **FIXED** - Trends category list "View more"/"View less" toggle is now localized and moved to common copy (MEW-4166)
+- **FIXED** - Account type labels (e.g. Checking, Savings, Investment) in the Net Worth "Assets & Liabilities" drawer accordion and the Debts table account cell now use localized copy instead of hardcoded English (MEW-4166)
+- **FIXED** - Category names in the shared category selection drawer (used by the transaction category-edit and split actions, and transaction-rule category edit) now render localized copy instead of the raw API value, and the search filter matches on the localized name (MEW-4166)
+- **CHANGED** - Copy contract: added required `common.view_more` and `common.view_less` keys and removed the unused `trends.view_more` key. Consumers must supply the new `common` keys (delivered via mrs_content); the component falls back to English if they are absent (MEW-4166)
+
 ## [9.4.41] - 09-24-2026
 
 - **FIXED** - Account-to-account transfers now show the institution name instead of the raw feed description in the transaction detail header title and the transactions table/list Payee column (MEW-3972)

package/dist/categories/components/CategoryList.es.js

@@ -1,38 +1,45 @@
-import { buildDynamicCopy as p } from "../../core/utils/Localization.es.js";
-import { useCategoryStore as u, useGlobalCopyStore as c } from "../../common/context/hooks.es.js";
-import { useCategoryUiStore as g } from "../context/hooks.es.js";
-import f from "./CategoryRow.es.js";
+import { buildDynamicCopy as c } from "../../core/utils/Localization.es.js";
+import { useCategoryStore as g, useGlobalCopyStore as u } from "../../common/context/hooks.es.js";
+import { getLocalizedCategoryName as f } from "../../core/utils/CategoryUtil.es.js";
+import { useCategoryUiStore as C } from "../context/hooks.es.js";
+import y from "./CategoryRow.es.js";
 import "react";
-import { observer as C } from "mobx-react-lite";
-import y from "@mui/material/Paper";
-import { jsx as t } from "react/jsx-runtime";
-import b from "@mui/material/List";
-var h = () => {
-  const { categories: n } = u(), { searchValue: m } = g(), { categories: l } = c(), d = ((o, r = "") => o.reduce((a, e) => {
-    if (e.parent_guid === null) {
-      const i = [{
-        ...e,
-        name: p(l.all_parent_category, e.name),
-        parent_guid: e.guid
-      }, ...o].filter((s) => s.parent_guid === e.guid && s.name.toLowerCase().includes(r.toLowerCase()));
-      if (e.name.toLowerCase().includes(r.toLowerCase()) || i.length > 0) return [...a, {
-        category: { ...e },
-        children: i
-      }];
-    }
-    return a;
-  }, []))(n, m);
-  return /* @__PURE__ */ t(y, {
+import { observer as L } from "mobx-react-lite";
+import b from "@mui/material/Paper";
+import { jsx as r } from "react/jsx-runtime";
+import h from "@mui/material/List";
+var _ = () => {
+  const { categories: l } = g(), { searchValue: d } = C(), { categories: a } = u(), p = ((o, i = "") => {
+    const s = o.map((t) => ({
+      ...t,
+      name: f(t, a)
+    }));
+    return s.reduce((t, e) => {
+      if (e.parent_guid === null) {
+        const m = [{
+          ...e,
+          name: c(a.all_parent_category, e.name),
+          parent_guid: e.guid
+        }, ...s].filter((n) => n.parent_guid === e.guid && n.name.toLowerCase().includes(i.toLowerCase()));
+        if (e.name.toLowerCase().includes(i.toLowerCase()) || m.length > 0) return [...t, {
+          category: { ...e },
+          children: m
+        }];
+      }
+      return t;
+    }, []);
+  })(l, d);
+  return /* @__PURE__ */ r(b, {
     className: "mx-cat-category-list",
     sx: { boxShadow: "none" },
-    children: /* @__PURE__ */ t(b, { children: d.map((o) => /* @__PURE__ */ t(f, {
+    children: /* @__PURE__ */ r(h, { children: p.map((o) => /* @__PURE__ */ r(y, {
       category: o.category,
       subCategories: o.children
     }, o.category.guid)) })
   });
-}, P = C(h);
+}, V = L(_);
 export {
-  P as default
+  V as default
 };
 
 //# sourceMappingURL=CategoryList.es.js.map

package/dist/categories/components/CategoryList.es.js.map

@@ -1 +1 @@
-{"version":3,"file":"CategoryList.es.js","names":[],"sources":["../../../src/categories/components/CategoryList.tsx"],"sourcesContent":["import React from 'react'\nimport { observer } from 'mobx-react-lite'\nimport List from '@mui/material/List'\nimport Paper from '@mui/material/Paper'\n\nimport { useCategoryStore, useGlobalCopyStore } from '../../common'\nimport type { Category } from '../../core'\n\nimport { useCategoryUiStore } from '../context/hooks'\nimport CategoryRow from './CategoryRow'\nimport { buildDynamicCopy } from '../../core/utils/Localization'\n\ninterface NestedCategory {\n  category: Category\n  children: Category[]\n}\n\nconst CategoryList: React.FC = () => {\n  const { categories } = useCategoryStore()\n  const { searchValue } = useCategoryUiStore()\n  const { categories: copy } = useGlobalCopyStore()\n\n  const buildNestedCategories = (categories: Category[], filter = ''): NestedCategory[] => {\n    return categories.reduce((acc, currCategory) => {\n      if (currCategory.parent_guid === null) {\n        const categoriesWithParent = [\n          {\n            ...currCategory,\n            name: buildDynamicCopy(copy.all_parent_category, currCategory.name) as string,\n            parent_guid: currCategory.guid,\n          },\n          ...categories,\n        ]\n        const children = categoriesWithParent.filter(\n          (category) =>\n            category.parent_guid === currCategory.guid &&\n            category.name.toLowerCase().includes(filter.toLowerCase()),\n        )\n\n        if (currCategory.name.toLowerCase().includes(filter.toLowerCase()) || children.length > 0) {\n          return [...acc, { category: { ...currCategory }, children }]\n        }\n      }\n      return acc\n    }, [] as NestedCategory[])\n  }\n\n  const nestedCategories = buildNestedCategories(categories, searchValue)\n\n  return (\n    <Paper className=\"mx-cat-category-list\" sx={{ boxShadow: 'none' }}>\n      <List>\n        {nestedCategories.map((nested: NestedCategory) => (\n          <CategoryRow\n            category={nested.category}\n            key={nested.category.guid}\n            subCategories={nested.children}\n          />\n        ))}\n      </List>\n    </Paper>\n  )\n}\n\nexport default observer(CategoryList)\n"],"mappings":";;;;;;;;;AAiBA,IAAM,IAAA,MAA+B;AACnC,QAAM,EAAE,YAAA,EAAA,IAAe,EAAiB,GAClC,EAAE,aAAA,EAAA,IAAgB,EAAmB,GACrC,EAAE,YAAY,EAAA,IAAS,EAAmB,GA2B1C,KAzBA,CAAyB,GAAwB,IAAS,OACvD,EAAW,OAAA,CAAQ,GAAK,MAAiB;AAC9C,QAAI,EAAa,gBAAgB,MAAM;AASrC,YAAM,IAAW,CAPf;AAAA,QACE,GAAG;AAAA,QACH,MAAM,EAAiB,EAAK,qBAAqB,EAAa,IAAI;AAAA,QAClE,aAAa,EAAa;AAAA,MAC5B,GACA,GAAG,CAEY,EAAqB,OAAA,CACnC,MACC,EAAS,gBAAgB,EAAa,QACtC,EAAS,KAAK,YAAY,EAAE,SAAS,EAAO,YAAY,CAAC,CAC7D;AAEA,UAAI,EAAa,KAAK,YAAY,EAAE,SAAS,EAAO,YAAY,CAAC,KAAK,EAAS,SAAS,EACtF,QAAO,CAAC,GAAG,GAAK;AAAA,QAAE,UAAU,EAAE,GAAG,EAAa;AAAA,QAAG,UAAA;AAAA,MAAS,CAAC;AAAA,IAE/D;AACA,WAAO;AAAA,EACT,GAAG,CAAC,CAAqB,GAGoB,GAAY,CAAW;AAEtE,SACE,gBAAA,EAAC,GAAD;AAAA,IAAO,WAAU;AAAA,IAAuB,IAAI,EAAE,WAAW,OAAO;AAAA,IAC9D,UAAA,gBAAA,EAAC,GAAD,EAAA,UACG,EAAiB,IAAA,CAAK,MACrB,gBAAA,EAAC,GAAD;AAAA,MACE,UAAU,EAAO;AAAA,MAEjB,eAAe,EAAO;AAAA,IACvB,GAFM,EAAO,SAAS,IAEtB,CACF,EACG,CAAA;AAAA,EACD,CAAA;AAEX,GAEA,IAAe,EAAS,CAAY"}
+{"version":3,"file":"CategoryList.es.js","names":[],"sources":["../../../src/categories/components/CategoryList.tsx"],"sourcesContent":["import React from 'react'\nimport { observer } from 'mobx-react-lite'\nimport List from '@mui/material/List'\nimport Paper from '@mui/material/Paper'\n\nimport { useCategoryStore, useGlobalCopyStore } from '../../common'\nimport type { Category } from '../../core'\n\nimport { useCategoryUiStore } from '../context/hooks'\nimport CategoryRow from './CategoryRow'\nimport { buildDynamicCopy } from '../../core/utils/Localization'\nimport { getLocalizedCategoryName } from '../../core/utils/CategoryUtil'\n\ninterface NestedCategory {\n  category: Category\n  children: Category[]\n}\n\nconst CategoryList: React.FC = () => {\n  const { categories } = useCategoryStore()\n  const { searchValue } = useCategoryUiStore()\n  const { categories: copy } = useGlobalCopyStore()\n\n  const buildNestedCategories = (categories: Category[], filter = ''): NestedCategory[] => {\n    const localizedCategories = categories.map((category) => ({\n      ...category,\n      name: getLocalizedCategoryName(category, copy),\n    }))\n\n    return localizedCategories.reduce((acc, currCategory) => {\n      if (currCategory.parent_guid === null) {\n        const categoriesWithParent = [\n          {\n            ...currCategory,\n            name: buildDynamicCopy(copy.all_parent_category, currCategory.name) as string,\n            parent_guid: currCategory.guid,\n          },\n          ...localizedCategories,\n        ]\n        const children = categoriesWithParent.filter(\n          (category) =>\n            category.parent_guid === currCategory.guid &&\n            category.name.toLowerCase().includes(filter.toLowerCase()),\n        )\n\n        if (currCategory.name.toLowerCase().includes(filter.toLowerCase()) || children.length > 0) {\n          return [...acc, { category: { ...currCategory }, children }]\n        }\n      }\n      return acc\n    }, [] as NestedCategory[])\n  }\n\n  const nestedCategories = buildNestedCategories(categories, searchValue)\n\n  return (\n    <Paper className=\"mx-cat-category-list\" sx={{ boxShadow: 'none' }}>\n      <List>\n        {nestedCategories.map((nested: NestedCategory) => (\n          <CategoryRow\n            category={nested.category}\n            key={nested.category.guid}\n            subCategories={nested.children}\n          />\n        ))}\n      </List>\n    </Paper>\n  )\n}\n\nexport default observer(CategoryList)\n"],"mappings":";;;;;;;;;;AAkBA,IAAM,IAAA,MAA+B;AACnC,QAAM,EAAE,YAAA,EAAA,IAAe,EAAiB,GAClC,EAAE,aAAA,EAAA,IAAgB,EAAmB,GACrC,EAAE,YAAY,EAAA,IAAS,EAAmB,GAgC1C,KA9BA,CAAyB,GAAwB,IAAS,OAAyB;AACvF,UAAM,IAAsB,EAAW,IAAA,CAAK,OAAc;AAAA,MACxD,GAAG;AAAA,MACH,MAAM,EAAyB,GAAU,CAAI;AAAA,IAC/C,EAAE;AAEF,WAAO,EAAoB,OAAA,CAAQ,GAAK,MAAiB;AACvD,UAAI,EAAa,gBAAgB,MAAM;AASrC,cAAM,IAAW,CAPf;AAAA,UACE,GAAG;AAAA,UACH,MAAM,EAAiB,EAAK,qBAAqB,EAAa,IAAI;AAAA,UAClE,aAAa,EAAa;AAAA,QAC5B,GACA,GAAG,CAEY,EAAqB,OAAA,CACnC,MACC,EAAS,gBAAgB,EAAa,QACtC,EAAS,KAAK,YAAY,EAAE,SAAS,EAAO,YAAY,CAAC,CAC7D;AAEA,YAAI,EAAa,KAAK,YAAY,EAAE,SAAS,EAAO,YAAY,CAAC,KAAK,EAAS,SAAS,EACtF,QAAO,CAAC,GAAG,GAAK;AAAA,UAAE,UAAU,EAAE,GAAG,EAAa;AAAA,UAAG,UAAA;AAAA,QAAS,CAAC;AAAA,MAE/D;AACA,aAAO;AAAA,IACT,GAAG,CAAC,CAAqB;AAAA,EAC3B,GAE+C,GAAY,CAAW;AAEtE,SACE,gBAAA,EAAC,GAAD;AAAA,IAAO,WAAU;AAAA,IAAuB,IAAI,EAAE,WAAW,OAAO;AAAA,IAC9D,UAAA,gBAAA,EAAC,GAAD,EAAA,UACG,EAAiB,IAAA,CAAK,MACrB,gBAAA,EAAC,GAAD;AAAA,MACE,UAAU,EAAO;AAAA,MAEjB,eAAe,EAAO;AAAA,IACvB,GAFM,EAAO,SAAS,IAEtB,CACF,EACG,CAAA;AAAA,EACD,CAAA;AAEX,GAEA,IAAe,EAAS,CAAY"}

package/dist/common/components/listitems/CollapseExpandListItem.es.js

@@ -1,42 +1,43 @@
-import i from "react";
-import { observer as n } from "mobx-react-lite";
-import s from "@mui/material/Stack";
-import { Text as a } from "@mxenabled/mxui";
-import { ExpandLess as p, ExpandMore as f } from "@mxenabled/mx-icons";
-import { jsx as r, jsxs as l } from "react/jsx-runtime";
-import { useTheme as c } from "@mui/material/styles";
-import x from "@mui/material/ListItem";
-import d from "@mui/material/ListItemButton";
-import h from "@mui/material/ListItemIcon";
-import I from "@mui/material/ListItemText";
-var V = n(i.forwardRef(({ isExpanded: t, onClick: o }, m) => {
-  const e = c();
-  return /* @__PURE__ */ r(x, { children: /* @__PURE__ */ r(d, {
-    ref: m,
-    onClick: o,
+import { useGlobalCopyStore as s } from "../../context/hooks.es.js";
+import n from "react";
+import { observer as a } from "mobx-react-lite";
+import p from "@mui/material/Stack";
+import { Text as l } from "@mxenabled/mxui";
+import { ExpandLess as c, ExpandMore as f } from "@mxenabled/mx-icons";
+import { jsx as r, jsxs as x } from "react/jsx-runtime";
+import { useTheme as d } from "@mui/material/styles";
+import h from "@mui/material/ListItem";
+import u from "@mui/material/ListItemButton";
+import I from "@mui/material/ListItemIcon";
+import w from "@mui/material/ListItemText";
+var k = a(n.forwardRef(({ isExpanded: o, onClick: m }, i) => {
+  const t = d(), { common: e } = s();
+  return /* @__PURE__ */ r(h, { children: /* @__PURE__ */ r(u, {
+    ref: i,
+    onClick: m,
     sx: { justifyContent: "center" },
-    children: /* @__PURE__ */ l(s, {
+    children: /* @__PURE__ */ x(p, {
       sx: {
-        color: e.palette.primary.main,
+        color: t.palette.primary.main,
         flexDirection: "row",
         alignItems: "center"
       },
-      children: [/* @__PURE__ */ r(I, { children: /* @__PURE__ */ r(a, {
+      children: [/* @__PURE__ */ r(w, { children: /* @__PURE__ */ r(l, {
         bold: !0,
         variant: "body2",
-        children: t ? "View less" : "View more"
-      }) }), /* @__PURE__ */ r(h, {
-        sx: { color: e.palette.primary.main },
-        children: t ? /* @__PURE__ */ r(p, {}) : /* @__PURE__ */ r(f, { sx: {
+        children: o ? e.view_less ?? "View less" : e.view_more ?? "View more"
+      }) }), /* @__PURE__ */ r(I, {
+        sx: { color: t.palette.primary.main },
+        children: o ? /* @__PURE__ */ r(c, {}) : /* @__PURE__ */ r(f, { sx: {
           transition: "transform 0.3s ease-in-out",
-          transform: t ? "rotate(180deg)" : "rotate(0deg)"
+          transform: o ? "rotate(180deg)" : "rotate(0deg)"
         } })
       })]
     })
   }) });
 }));
 export {
-  V as CollapseExpandListItem
+  k as CollapseExpandListItem
 };
 
 //# sourceMappingURL=CollapseExpandListItem.es.js.map

package/dist/common/components/listitems/CollapseExpandListItem.es.js.map

@@ -1 +1 @@
-{"version":3,"file":"CollapseExpandListItem.es.js","names":[],"sources":["../../../../src/common/components/listitems/CollapseExpandListItem.tsx"],"sourcesContent":["import { observer } from 'mobx-react-lite'\nimport React from 'react'\n\nimport ListItem from '@mui/material/ListItem'\nimport ListItemButton from '@mui/material/ListItemButton'\nimport ListItemIcon from '@mui/material/ListItemIcon'\nimport ListItemText from '@mui/material/ListItemText'\nimport Stack from '@mui/material/Stack'\nimport { useTheme } from '@mui/material/styles'\n\nimport { ExpandLess, ExpandMore } from '@mxenabled/mx-icons'\nimport { Text } from '@mxenabled/mxui'\n\ninterface CollapseExpandListItemProps {\n  isExpanded: boolean\n  onClick: () => void\n}\n\nexport const CollapseExpandListItem = observer(\n  React.forwardRef<HTMLDivElement, CollapseExpandListItemProps>(({ isExpanded, onClick }, ref) => {\n    const theme = useTheme()\n    return (\n      <ListItem>\n        <ListItemButton ref={ref} onClick={onClick} sx={{ justifyContent: 'center' }}>\n          <Stack\n            sx={{ color: theme.palette.primary.main, flexDirection: 'row', alignItems: 'center' }}\n          >\n            <ListItemText>\n              <Text bold={true} variant=\"body2\">\n                {isExpanded ? `View less` : `View more`}\n              </Text>\n            </ListItemText>\n            <ListItemIcon sx={{ color: theme.palette.primary.main }}>\n              {isExpanded ? (\n                <ExpandLess />\n              ) : (\n                <ExpandMore\n                  sx={{\n                    transition: 'transform 0.3s ease-in-out',\n                    transform: isExpanded ? 'rotate(180deg)' : 'rotate(0deg)',\n                  }}\n                />\n              )}\n            </ListItemIcon>\n          </Stack>\n        </ListItemButton>\n      </ListItem>\n    )\n  }),\n)\n"],"mappings":";;;;;;;;;;;AAkBA,IAAa,IAAyB,EACpC,EAAM,WAAA,CAAyD,EAAE,YAAA,GAAY,SAAA,EAAA,GAAW,MAAQ;AAC9F,QAAM,IAAQ,EAAS;AACvB,SACE,gBAAA,EAAC,GAAD,EAAA,UACE,gBAAA,EAAC,GAAD;AAAA,IAAqB,KAAA;AAAA,IAAc,SAAA;AAAA,IAAS,IAAI,EAAE,gBAAgB,SAAS;AAAA,IACzE,UAAA,gBAAA,EAAC,GAAD;AAAA,MACE,IAAI;AAAA,QAAE,OAAO,EAAM,QAAQ,QAAQ;AAAA,QAAM,eAAe;AAAA,QAAO,YAAY;AAAA,MAAS;AAAA,MADtF,UAAA,CAGE,gBAAA,EAAC,GAAD,EAAA,UACE,gBAAA,EAAC,GAAD;AAAA,QAAM,MAAM;AAAA,QAAM,SAAQ;AAAA,QACvB,UAAA,IAAa,cAAc;AAAA,MACxB,CAAA,EACM,CAAA,GACd,gBAAA,EAAC,GAAD;AAAA,QAAc,IAAI,EAAE,OAAO,EAAM,QAAQ,QAAQ,KAAK;AAAA,QACnD,UAAA,IACC,gBAAA,EAAC,GAAD,CAAa,CAAA,IAEb,gBAAA,EAAC,GAAD,EACE,IAAI;AAAA,UACF,YAAY;AAAA,UACZ,WAAW,IAAa,mBAAmB;AAAA,QAC7C,EACD,CAAA;AAAA,MAES,CAAA,CACT;AAAA;EACO,CAAA,EACR,CAAA;AAEd,CAAC,CACH"}
+{"version":3,"file":"CollapseExpandListItem.es.js","names":[],"sources":["../../../../src/common/components/listitems/CollapseExpandListItem.tsx"],"sourcesContent":["import { observer } from 'mobx-react-lite'\nimport React from 'react'\n\nimport ListItem from '@mui/material/ListItem'\nimport ListItemButton from '@mui/material/ListItemButton'\nimport ListItemIcon from '@mui/material/ListItemIcon'\nimport ListItemText from '@mui/material/ListItemText'\nimport Stack from '@mui/material/Stack'\nimport { useTheme } from '@mui/material/styles'\n\nimport { ExpandLess, ExpandMore } from '@mxenabled/mx-icons'\nimport { Text } from '@mxenabled/mxui'\n\nimport { useGlobalCopyStore } from '../../context'\n\ninterface CollapseExpandListItemProps {\n  isExpanded: boolean\n  onClick: () => void\n}\n\nexport const CollapseExpandListItem = observer(\n  React.forwardRef<HTMLDivElement, CollapseExpandListItemProps>(({ isExpanded, onClick }, ref) => {\n    const theme = useTheme()\n    const { common: copy } = useGlobalCopyStore()\n    return (\n      <ListItem>\n        <ListItemButton ref={ref} onClick={onClick} sx={{ justifyContent: 'center' }}>\n          <Stack\n            sx={{ color: theme.palette.primary.main, flexDirection: 'row', alignItems: 'center' }}\n          >\n            <ListItemText>\n              <Text bold={true} variant=\"body2\">\n                {isExpanded ? (copy.view_less ?? 'View less') : (copy.view_more ?? 'View more')}\n              </Text>\n            </ListItemText>\n            <ListItemIcon sx={{ color: theme.palette.primary.main }}>\n              {isExpanded ? (\n                <ExpandLess />\n              ) : (\n                <ExpandMore\n                  sx={{\n                    transition: 'transform 0.3s ease-in-out',\n                    transform: isExpanded ? 'rotate(180deg)' : 'rotate(0deg)',\n                  }}\n                />\n              )}\n            </ListItemIcon>\n          </Stack>\n        </ListItemButton>\n      </ListItem>\n    )\n  }),\n)\n"],"mappings":";;;;;;;;;;;;AAoBA,IAAa,IAAyB,EACpC,EAAM,WAAA,CAAyD,EAAE,YAAA,GAAY,SAAA,EAAA,GAAW,MAAQ;AAC9F,QAAM,IAAQ,EAAS,GACjB,EAAE,QAAQ,EAAA,IAAS,EAAmB;AAC5C,SACE,gBAAA,EAAC,GAAD,EAAA,UACE,gBAAA,EAAC,GAAD;AAAA,IAAqB,KAAA;AAAA,IAAc,SAAA;AAAA,IAAS,IAAI,EAAE,gBAAgB,SAAS;AAAA,IACzE,UAAA,gBAAA,EAAC,GAAD;AAAA,MACE,IAAI;AAAA,QAAE,OAAO,EAAM,QAAQ,QAAQ;AAAA,QAAM,eAAe;AAAA,QAAO,YAAY;AAAA,MAAS;AAAA,MADtF,UAAA,CAGE,gBAAA,EAAC,GAAD,EAAA,UACE,gBAAA,EAAC,GAAD;AAAA,QAAM,MAAM;AAAA,QAAM,SAAQ;AAAA,QACvB,UAAA,IAAc,EAAK,aAAa,cAAgB,EAAK,aAAa;AAAA,MAC/D,CAAA,EACM,CAAA,GACd,gBAAA,EAAC,GAAD;AAAA,QAAc,IAAI,EAAE,OAAO,EAAM,QAAQ,QAAQ,KAAK;AAAA,QACnD,UAAA,IACC,gBAAA,EAAC,GAAD,CAAa,CAAA,IAEb,gBAAA,EAAC,GAAD,EACE,IAAI;AAAA,UACF,YAAY;AAAA,UACZ,WAAW,IAAa,mBAAmB;AAAA,QAC7C,EACD,CAAA;AAAA,MAES,CAAA,CACT;AAAA;EACO,CAAA,EACR,CAAA;AAEd,CAAC,CACH"}

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

@@ -57,7 +57,7 @@ var j = class {
     return this.associatedBeatsLoaded && this.tagsLoaded && this.taggingsLoaded && this.transactionRulesLoaded && this.transactionsLoaded;
   }
   get detailedTransactions() {
-    return this.isTransactionDataLoaded ? m(this.transactions, this.globalStore.accountStore.visibleAccounts, this.globalStore.categoryStore.categories, this.taggings) : [];
+    return this.isTransactionDataLoaded ? m(this.transactions, this.globalStore.accountStore.visibleAccounts, this.globalStore.categoryStore.categories, this.taggings, this.globalStore.copyStore.copy.categories) : [];
   }
   get sortedTransactions() {
     return L(this.filter, this.uiStore.expandedSplits, this.sortColumn, this.sortDirection, this.tags, this.detailedTransactions);

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

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

@@ -61,6 +61,8 @@ export interface CommonCopy {
     unhide_button: string;
     view_chart: string;
     view_history: string;
+    view_less: string;
+    view_more: string;
     view_table: string;
     view_toggle: string;
 }

package/dist/core/types/localization/TrendsCopy.d.ts

@@ -25,7 +25,6 @@ export interface TrendsCopy {
     title: string;
     transaction: string;
     transactions: string;
-    view_more: string;
     view_transactions: string;
     zero_state_content_description: string;
     zero_state_content_header: string;

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

@@ -1,5 +1,16 @@
 import { Theme } from '@mui/material';
 import { Category, DateRangeCategoryTotals, DetailedCategory, DetailedCategoryWithTransactions, MonthlyCategoryTotals, Transaction, CategoryCopy, CategoryTotal } from '../types';
+/**
+ * Resolve the localized display name for a category.
+ *
+ * Default (MX-supplied) categories arrive from the API with fixed English
+ * names, but localized copy for them is delivered via CategoryCopy
+ * `default_categories` (keyed by category guid). User-created categories have no
+ * localized copy and legitimately fall back to their API name.
+ * @param category - The category to resolve a name for
+ * @param copy - Category copy containing localized default category names
+ */
+export declare const getLocalizedCategoryName: (category: Category, copy?: CategoryCopy) => string;
 /**
  * Augment categories
  * @param categories - Categories to augment

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

@@ -1,60 +1,64 @@
-import { CategoryColors as M, CategoryGuids as h, CategoryIcon as T } from "../constants/Category.es.js";
-import { DATE_FORMATS_INTL as b, formatDate as D } from "../constants/DateFormats.es.js";
-import { CategoryIconList as N } from "@mxenabled/mxui";
+import { CategoryColors as M, CategoryGuids as h, CategoryIcon as N } from "../constants/Category.es.js";
+import { DATE_FORMATS_INTL as T, formatDate as b } from "../constants/DateFormats.es.js";
+import { CategoryIconList as D } from "@mxenabled/mxui";
 import { format as c } from "date-fns/format";
 import { startOfMonth as O } from "date-fns/startOfMonth";
 import { startOfToday as E } from "date-fns/startOfToday";
 import { subMonths as I } from "date-fns/subMonths";
-var R = 3, f = 12, k = (t, e, r, o) => t.filter((a) => !a.parent_guid).map((a) => p(a, e, r, o, t.filter((n) => n.parent_guid === a.guid))), z = (t, e) => {
-  const r = N.find((o) => o.guid === t);
-  return r ? e.palette.categories[r.colorName] || "" : e.palette.categories.uncategorized || "";
-}, p = (t, e, r, o, a = []) => {
-  const n = t.guid, u = t.parent_guid || n, s = n === u, g = r.find((i) => i.category_guid === n)?.total || 0, d = y(o.filter((i) => i.category_guid === n)), m = y(o.filter((i) => i.category_guid === n || i.top_level_category_guid === n)), l = a.map((i) => p(i, e, r, o)), A = l.reduce((i, C) => i + C.currentAmount, g), v = e.default_categories[t.guid] ? e.default_categories[t.guid].replace(/&/g, "&") : t.name;
+var R = 3, f = 12, S = (e, r) => {
+  const t = r?.default_categories?.[e.guid];
+  return t ? t.replace(/&/g, "&") : e.name;
+}, k = (e, r, t, o) => e.filter((a) => !a.parent_guid).map((a) => _(a, r, t, o, e.filter((n) => n.parent_guid === a.guid))), B = (e, r) => {
+  const t = D.find((o) => o.guid === e);
+  return t ? r.palette.categories[t.colorName] || "" : r.palette.categories.uncategorized || "";
+}, _ = (e, r, t, o, a = []) => {
+  const n = e.guid, u = e.parent_guid || n, s = n === u, g = t.find((i) => i.category_guid === n)?.total || 0, d = p(o.filter((i) => i.category_guid === n)), m = p(o.filter((i) => i.category_guid === n || i.top_level_category_guid === n)), l = a.map((i) => _(i, r, t, o)), A = l.reduce((i, C) => i + C.currentAmount, g), v = S(e, r);
   return {
-    ...t,
+    ...e,
     currentAmount: g,
-    averageAmount: _(d),
+    averageAmount: y(d),
     color: M[u],
-    icon: T[u],
+    icon: N[u],
     isTransfer: u === h.TRANSFER,
     monthlyAmounts: d,
     name: v,
     subCategories: l,
     totalAmount: s ? A : 0,
-    totalAverageAmount: _(m),
+    totalAverageAmount: y(m),
     totalMonthlyAmounts: s ? m : []
   };
-}, B = (t, e) => t.map((r) => {
-  const o = e.filter((a) => a.category_guid === r.guid || a.top_level_category_guid === r.guid);
+}, P = (e, r) => e.map((t) => {
+  const o = r.filter((a) => a.category_guid === t.guid || a.top_level_category_guid === t.guid);
   return {
-    ...r,
+    ...t,
     transactions: o
   };
-}), _ = (t, e = R) => {
-  const r = e > history.length ? history.length : e;
-  return Math.ceil(Math.max(0, t.slice(-r).reduce((o, a) => o + a.amount, 0) / r));
-}, y = (t) => {
-  const e = [], r = E();
+}), y = (e, r = R) => {
+  const t = r > history.length ? history.length : r;
+  return Math.ceil(Math.max(0, e.slice(-t).reduce((o, a) => o + a.amount, 0) / t));
+}, p = (e) => {
+  const r = [], t = E();
   for (let o = 0; o <= f; o++) {
-    const a = O(I(r, f - o)), n = t.filter((u) => u.year_month === Number(c(a, "yyyyMM"))).reduce((u, s) => u + s.total, 0);
-    e.push({
+    const a = O(I(t, f - o)), n = e.filter((u) => u.year_month === Number(c(a, "yyyyMM"))).reduce((u, s) => u + s.total, 0);
+    r.push({
       amount: n,
       isoDate: c(a, "yyyy-MM-dd"),
-      label: D(a, b.MONTH_YEAR)
+      label: b(a, T.MONTH_YEAR)
     });
   }
-  return e;
-}, P = (t, e) => t.find((r) => r.guid === e), V = (t, e) => {
-  const r = t.find((o) => o.subCategories.find((a) => a.guid === e));
-  if (r)
-    return r.subCategories.find((o) => o.guid === e);
+  return r;
+}, V = (e, r) => e.find((t) => t.guid === r), $ = (e, r) => {
+  const t = e.find((o) => o.subCategories.find((a) => a.guid === r));
+  if (t)
+    return t.subCategories.find((o) => o.guid === r);
 };
 export {
   k as augmentCategories,
-  P as findDetailedCategory,
-  V as findDetailedSubCategory,
-  z as getCategoryColor,
-  B as getDetailedCategoryTransactions
+  V as findDetailedCategory,
+  $ as findDetailedSubCategory,
+  B as getCategoryColor,
+  P as getDetailedCategoryTransactions,
+  S as getLocalizedCategoryName
 };
 
 //# sourceMappingURL=CategoryUtil.es.js.map

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

@@ -1 +1 @@
-{"version":3,"file":"CategoryUtil.es.js","names":[],"sources":["../../../src/core/utils/CategoryUtil.ts"],"sourcesContent":["import { format } from 'date-fns/format'\nimport { startOfMonth } from 'date-fns/startOfMonth'\nimport { startOfToday } from 'date-fns/startOfToday'\nimport { subMonths } from 'date-fns/subMonths'\n\nimport type { Palette, Theme } from '@mui/material'\n\nimport { CategoryIconList } from '@mxenabled/mxui'\n\nimport {\n  CategoryColors,\n  CategoryGuids,\n  CategoryIcon,\n  DATE_FORMATS_INTL,\n  formatDate,\n} from '../constants'\n\nimport type {\n  Category,\n  DateRangeCategoryTotals,\n  DetailedCategory,\n  DetailedCategoryWithTransactions,\n  MonthlyAmount,\n  MonthlyCategoryTotals,\n  Transaction,\n  CategoryCopy,\n  CategoryTotal,\n} from '../types'\n\nconst MONTHLY_AVERAGE_LENGTH = 3\nconst MONTHS_OF_HISTORY = 12\n\n/**\n * Augment categories\n * @param categories - Categories to augment\n * @param monthlyCategoryTotals - Monthly category totals\n * @param currentCategoryTotals - Current month category totals\n * @param copy - Category copy\n */\nexport const augmentCategories = (\n  categories: Category[],\n  copy: CategoryCopy,\n  currentCategoryTotals: DateRangeCategoryTotals[],\n  monthlyCategoryTotals: MonthlyCategoryTotals[],\n): DetailedCategory[] => {\n  return categories\n    .filter((category) => !category.parent_guid)\n    .map((category) =>\n      getDetailedCategory(\n        category,\n        copy,\n        currentCategoryTotals,\n        monthlyCategoryTotals,\n        categories.filter((c) => c.parent_guid === category.guid),\n      ),\n    )\n}\n\nexport const getCategoryColor = (guid: string, theme: Theme) => {\n  const categoryInfo = CategoryIconList.find((c) => c.guid === guid)\n  if (!categoryInfo) return theme.palette.categories.uncategorized || ''\n\n  return theme.palette.categories[categoryInfo.colorName as keyof Palette['categories']] || ''\n}\n\nexport const getCategoryIcon = (guid: string) => {\n  return CategoryIconList.find((c) => c.guid === guid)?.icon\n}\n\n/**\n * Get an augmented category with additional details\n * @param category - The category to augment\n * @param copy - Category copy\n * @param currentCategoryTotals - Current month category totals\n * @param monthlyCategoryTotals - Past monthly category totals\n * @param subCategories - Subcategories for the specified category (If applicable)\n */\nconst getDetailedCategory = (\n  category: Category,\n  copy: CategoryCopy,\n  currentCategoryTotals: DateRangeCategoryTotals[],\n  monthlyCategoryTotals: MonthlyCategoryTotals[],\n  subCategories: Category[] = [],\n): DetailedCategory => {\n  const guid = category.guid\n  const parentGuid = category.parent_guid || guid\n  const isParent = guid === parentGuid\n\n  const currentAmount = currentCategoryTotals.find((t) => t.category_guid === guid)?.total || 0\n  const monthlyAmounts = getMonthlyAmounts(\n    monthlyCategoryTotals.filter((total) => total.category_guid === guid),\n  )\n  const totalMonthlyAmounts = getMonthlyAmounts(\n    monthlyCategoryTotals.filter(\n      (total) => total.category_guid === guid || total.top_level_category_guid === guid,\n    ),\n  )\n  const detailedSubCategories = subCategories.map((subCategory) =>\n    getDetailedCategory(subCategory, copy, currentCategoryTotals, monthlyCategoryTotals),\n  )\n  const totalAmount = detailedSubCategories.reduce(\n    (total, current) => total + current.currentAmount,\n    currentAmount,\n  )\n\n  const name = copy.default_categories[category.guid]\n    ? copy.default_categories[category.guid].replace(/&amp;/g, '&')\n    : category.name\n\n  return {\n    ...category,\n    currentAmount,\n    averageAmount: getAverage(monthlyAmounts),\n    color: CategoryColors[parentGuid],\n    icon: CategoryIcon[parentGuid],\n    isTransfer: parentGuid === CategoryGuids.TRANSFER,\n    monthlyAmounts,\n    name,\n    subCategories: detailedSubCategories,\n    totalAmount: isParent ? totalAmount : 0,\n    totalAverageAmount: getAverage(totalMonthlyAmounts),\n    totalMonthlyAmounts: isParent ? totalMonthlyAmounts : [],\n  }\n}\n/**\n * get the transactions belonging to parent categories\n * @param detailedCategories - detailed categories from the category store\n * @param transactions - sortedTransactions from the transaction store\n */\nexport const getDetailedCategoryTransactions = (\n  detailedCategories: DetailedCategory[],\n  transactions: Transaction[],\n): DetailedCategoryWithTransactions[] => {\n  return detailedCategories.map((category) => {\n    const categoryTransactions = transactions.filter(\n      (transaction) =>\n        transaction.category_guid === category.guid ||\n        transaction.top_level_category_guid === category.guid,\n    )\n\n    return {\n      ...category,\n      transactions: categoryTransactions,\n    }\n  })\n}\n\n/**\n * Get the average amount based on the number of months (numMonths) requested\n * @param monthlyAmounts - Monthly amounts to calculate and average from\n * @param numMonths - Number of months to base the average on (DEFAULT: 3)\n */\nconst getAverage = (\n  monthlyAmounts: MonthlyAmount[],\n  numMonths: number = MONTHLY_AVERAGE_LENGTH,\n): number => {\n  const monthsBack = numMonths > history.length ? history.length : numMonths\n\n  return Math.ceil(\n    Math.max(\n      0,\n      monthlyAmounts.slice(-monthsBack).reduce((total, current) => total + current.amount, 0) /\n        monthsBack,\n    ),\n  )\n}\n\n/**\n * Get the last 12 months of amounts for a category\n * @param categoryTotals - Monthly category totals\n */\nconst getMonthlyAmounts = (categoryTotals: MonthlyCategoryTotals[]): MonthlyAmount[] => {\n  const monthlyAmounts: MonthlyAmount[] = []\n  const today = startOfToday()\n  for (let i = 0; i <= MONTHS_OF_HISTORY; i++) {\n    const historyDate = startOfMonth(subMonths(today, MONTHS_OF_HISTORY - i))\n    const monthlyTotals = categoryTotals.filter(\n      (total) => total.year_month === Number(format(historyDate, 'yyyyMM')),\n    )\n    const totalAmount = monthlyTotals.reduce((acc, curr) => acc + curr.total, 0)\n\n    monthlyAmounts.push({\n      amount: totalAmount,\n      isoDate: format(historyDate, 'yyyy-MM-dd'),\n      label: formatDate(historyDate, DATE_FORMATS_INTL.MONTH_YEAR),\n    })\n  }\n\n  return monthlyAmounts\n}\n\nexport const findCategory = (\n  categories: Category[],\n  categoryGuid: string | undefined,\n): Category | undefined => {\n  return categories.find((c) => c.guid === categoryGuid)\n}\n\nexport const findDetailedCategory = (\n  detailedCategories: DetailedCategory[],\n  guid: string | undefined,\n): DetailedCategory | undefined => {\n  return detailedCategories.find((dc) => dc.guid === guid)\n}\n\nexport const findDetailedSubCategory = (\n  detailedCategories: DetailedCategory[],\n  guid: string | undefined,\n): DetailedCategory | undefined => {\n  const parent = detailedCategories.find((dc) => dc.subCategories.find((sc) => sc.guid === guid))\n  if (!parent) return undefined\n\n  return parent.subCategories.find((sc) => sc.guid === guid)\n}\n\nexport const findCategoryTotalsByParent = (\n  categories: Category[],\n  dateRangeTotals: DateRangeCategoryTotals[],\n): CategoryTotal[] => {\n  const categoryTotals = [] as CategoryTotal[]\n\n  // Iterate over the category data from BE and roll up all categories into parent categories\n  // acc is the accumulated category totals of type CategoryTotal that is initialized as an empty []\n  // curr is the current DateRangeCategoryTotal\n\n  for (const dateRangeTotal of dateRangeTotals) {\n    const category = findCategory(categories, dateRangeTotal.category_guid)\n    if (!category) continue\n\n    const parentGuid = category.parent_guid ?? 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+{"version":3,"file":"CategoryUtil.es.js","names":[],"sources":["../../../src/core/utils/CategoryUtil.ts"],"sourcesContent":["import { format } from 'date-fns/format'\nimport { startOfMonth } from 'date-fns/startOfMonth'\nimport { startOfToday } from 'date-fns/startOfToday'\nimport { subMonths } from 'date-fns/subMonths'\n\nimport type { Palette, Theme } from '@mui/material'\n\nimport { CategoryIconList } from '@mxenabled/mxui'\n\nimport {\n  CategoryColors,\n  CategoryGuids,\n  CategoryIcon,\n  DATE_FORMATS_INTL,\n  formatDate,\n} from '../constants'\n\nimport type {\n  Category,\n  DateRangeCategoryTotals,\n  DetailedCategory,\n  DetailedCategoryWithTransactions,\n  MonthlyAmount,\n  MonthlyCategoryTotals,\n  Transaction,\n  CategoryCopy,\n  CategoryTotal,\n} from '../types'\n\nconst MONTHLY_AVERAGE_LENGTH = 3\nconst MONTHS_OF_HISTORY = 12\n\n/**\n * Resolve the localized display name for a category.\n *\n * Default (MX-supplied) categories arrive from the API with fixed English\n * names, but localized copy for them is delivered via CategoryCopy\n * `default_categories` (keyed by category guid). User-created categories have no\n * localized copy and legitimately fall back to their API name.\n * @param category - The category to resolve a name for\n * @param copy - Category copy containing localized default category names\n */\nexport const getLocalizedCategoryName = (category: Category, copy?: CategoryCopy): string => {\n  const localizedName = copy?.default_categories?.[category.guid]\n  return localizedName ? localizedName.replace(/&amp;/g, '&') : category.name\n}\n\n/**\n * Augment categories\n * @param categories - Categories to augment\n * @param monthlyCategoryTotals - Monthly category totals\n * @param currentCategoryTotals - Current month category totals\n * @param copy - Category copy\n */\nexport const augmentCategories = (\n  categories: Category[],\n  copy: CategoryCopy,\n  currentCategoryTotals: DateRangeCategoryTotals[],\n  monthlyCategoryTotals: MonthlyCategoryTotals[],\n): DetailedCategory[] => {\n  return categories\n    .filter((category) => !category.parent_guid)\n    .map((category) =>\n      getDetailedCategory(\n        category,\n        copy,\n        currentCategoryTotals,\n        monthlyCategoryTotals,\n        categories.filter((c) => c.parent_guid === category.guid),\n      ),\n    )\n}\n\nexport const getCategoryColor = (guid: string, theme: Theme) => {\n  const categoryInfo = CategoryIconList.find((c) => c.guid === guid)\n  if (!categoryInfo) return theme.palette.categories.uncategorized || ''\n\n  return theme.palette.categories[categoryInfo.colorName as keyof Palette['categories']] || ''\n}\n\nexport const getCategoryIcon = (guid: string) => {\n  return CategoryIconList.find((c) => c.guid === guid)?.icon\n}\n\n/**\n * Get an augmented category with additional details\n * @param category - The category to augment\n * @param copy - Category copy\n * @param currentCategoryTotals - Current month category totals\n * @param monthlyCategoryTotals - Past monthly category totals\n * @param subCategories - Subcategories for the specified category (If applicable)\n */\nconst getDetailedCategory = (\n  category: Category,\n  copy: CategoryCopy,\n  currentCategoryTotals: DateRangeCategoryTotals[],\n  monthlyCategoryTotals: MonthlyCategoryTotals[],\n  subCategories: Category[] = [],\n): DetailedCategory => {\n  const guid = category.guid\n  const parentGuid = category.parent_guid || guid\n  const isParent = guid === parentGuid\n\n  const currentAmount = currentCategoryTotals.find((t) => t.category_guid === guid)?.total || 0\n  const monthlyAmounts = getMonthlyAmounts(\n    monthlyCategoryTotals.filter((total) => total.category_guid === guid),\n  )\n  const totalMonthlyAmounts = getMonthlyAmounts(\n    monthlyCategoryTotals.filter(\n      (total) => total.category_guid === guid || total.top_level_category_guid === guid,\n    ),\n  )\n  const detailedSubCategories = subCategories.map((subCategory) =>\n    getDetailedCategory(subCategory, copy, currentCategoryTotals, monthlyCategoryTotals),\n  )\n  const totalAmount = detailedSubCategories.reduce(\n    (total, current) => total + current.currentAmount,\n    currentAmount,\n  )\n\n  const name = getLocalizedCategoryName(category, copy)\n\n  return {\n    ...category,\n    currentAmount,\n    averageAmount: getAverage(monthlyAmounts),\n    color: CategoryColors[parentGuid],\n    icon: CategoryIcon[parentGuid],\n    isTransfer: parentGuid === CategoryGuids.TRANSFER,\n    monthlyAmounts,\n    name,\n    subCategories: detailedSubCategories,\n    totalAmount: isParent ? totalAmount : 0,\n    totalAverageAmount: getAverage(totalMonthlyAmounts),\n    totalMonthlyAmounts: isParent ? totalMonthlyAmounts : [],\n  }\n}\n/**\n * get the transactions belonging to parent categories\n * @param detailedCategories - detailed categories from the category store\n * @param transactions - sortedTransactions from the transaction store\n */\nexport const getDetailedCategoryTransactions = (\n  detailedCategories: DetailedCategory[],\n  transactions: Transaction[],\n): DetailedCategoryWithTransactions[] => {\n  return detailedCategories.map((category) => {\n    const categoryTransactions = transactions.filter(\n      (transaction) =>\n        transaction.category_guid === category.guid ||\n        transaction.top_level_category_guid === category.guid,\n    )\n\n    return {\n      ...category,\n      transactions: categoryTransactions,\n    }\n  })\n}\n\n/**\n * Get the average amount based on the number of months (numMonths) requested\n * @param monthlyAmounts - Monthly amounts to calculate and average from\n * @param numMonths - Number of months to base the average on (DEFAULT: 3)\n */\nconst getAverage = (\n  monthlyAmounts: MonthlyAmount[],\n  numMonths: number = MONTHLY_AVERAGE_LENGTH,\n): number => {\n  const monthsBack = numMonths > history.length ? history.length : numMonths\n\n  return Math.ceil(\n    Math.max(\n      0,\n      monthlyAmounts.slice(-monthsBack).reduce((total, current) => total + current.amount, 0) /\n        monthsBack,\n    ),\n  )\n}\n\n/**\n * Get the last 12 months of amounts for a category\n * @param categoryTotals - Monthly category totals\n */\nconst getMonthlyAmounts = (categoryTotals: MonthlyCategoryTotals[]): MonthlyAmount[] => {\n  const monthlyAmounts: MonthlyAmount[] = []\n  const today = startOfToday()\n  for (let i = 0; i <= MONTHS_OF_HISTORY; i++) {\n    const historyDate = startOfMonth(subMonths(today, MONTHS_OF_HISTORY - i))\n    const monthlyTotals = categoryTotals.filter(\n      (total) => total.year_month === Number(format(historyDate, 'yyyyMM')),\n    )\n    const totalAmount = monthlyTotals.reduce((acc, curr) => acc + curr.total, 0)\n\n    monthlyAmounts.push({\n      amount: totalAmount,\n      isoDate: format(historyDate, 'yyyy-MM-dd'),\n      label: formatDate(historyDate, DATE_FORMATS_INTL.MONTH_YEAR),\n    })\n  }\n\n  return monthlyAmounts\n}\n\nexport const findCategory = (\n  categories: Category[],\n  categoryGuid: string | undefined,\n): Category | undefined => {\n  return categories.find((c) => c.guid === categoryGuid)\n}\n\nexport const findDetailedCategory = (\n  detailedCategories: DetailedCategory[],\n  guid: string | undefined,\n): DetailedCategory | undefined => {\n  return detailedCategories.find((dc) => dc.guid === guid)\n}\n\nexport const findDetailedSubCategory = (\n  detailedCategories: DetailedCategory[],\n  guid: string | undefined,\n): DetailedCategory | undefined => {\n  const parent = detailedCategories.find((dc) => dc.subCategories.find((sc) => sc.guid === guid))\n  if (!parent) return undefined\n\n  return parent.subCategories.find((sc) => sc.guid === guid)\n}\n\nexport const findCategoryTotalsByParent = (\n  categories: Category[],\n  dateRangeTotals: DateRangeCategoryTotals[],\n): CategoryTotal[] => {\n  const categoryTotals = [] as CategoryTotal[]\n\n  // Iterate over the category data from BE and roll up all categories into parent categories\n  // acc is the accumulated category totals of type CategoryTotal that is initialized as an empty []\n  // curr is the current DateRangeCategoryTotal\n\n  for (const dateRangeTotal of dateRangeTotals) {\n    const category = findCategory(categories, dateRangeTotal.category_guid)\n    if (!category) continue\n\n    const parentGuid = category.parent_guid ?? category.guid\n    const parentCategory = findCategory(categories, parentGuid)\n    if (!parentCategory) continue\n\n    const categoryTotal = {\n      amount: dateRangeTotal.total,\n      category,\n      guid: category.guid,\n      subCategoryTotals: [],\n    }\n\n    const parentCategoryTotal = categoryTotals.find((ct) => ct.guid === parentGuid)\n    if (parentCategoryTotal) {\n      parentCategoryTotal.amount += dateRangeTotal.total\n      parentCategoryTotal.subCategoryTotals.push(categoryTotal)\n    } else {\n      categoryTotals.push({\n        amount: dateRangeTotal.total,\n        category: parentCategory,\n        guid: parentGuid,\n        subCategoryTotals: [categoryTotal],\n      })\n    }\n  }\n\n  return categoryTotals\n}\n\nexport const isIncome = (categories: Category[], guid: string) => {\n  const category = categories.find((c) => c.guid === guid)\n  if (!category) return false\n\n  return category.guid === CategoryGuids.INCOME || category.parent_guid === CategoryGuids.INCOME\n}\n"],"mappings":";;;;;;;AA6BA,IAAM,IAAyB,GACzB,IAAoB,IAYb,IAAA,CAA4B,GAAoB,MAAgC;AAC3F,QAAM,IAAgB,GAAM,qBAAqB,EAAS,IAAA;AAC1D,SAAO,IAAgB,EAAc,QAAQ,UAAU,GAAG,IAAI,EAAS;AACzE,GASa,IAAA,CACX,GACA,GACA,GACA,MAEO,EACJ,OAAA,CAAQ,MAAa,CAAC,EAAS,WAAW,EAC1C,IAAA,CAAK,MACJ,EACE,GACA,GACA,GACA,GACA,EAAW,OAAA,CAAQ,MAAM,EAAE,gBAAgB,EAAS,IAAI,CAC1D,CACF,GAGS,IAAA,CAAoB,GAAc,MAAiB;AAC9D,QAAM,IAAe,EAAiB,KAAA,CAAM,MAAM,EAAE,SAAS,CAAI;AACjE,SAAK,IAEE,EAAM,QAAQ,WAAW,EAAa,SAAA,KAA6C,KAFhE,EAAM,QAAQ,WAAW,iBAAiB;AAGtE,GAcM,IAAA,CACJ,GACA,GACA,GACA,GACA,IAA4B,CAAC,MACR;AACrB,QAAM,IAAO,EAAS,MAChB,IAAa,EAAS,eAAe,GACrC,IAAW,MAAS,GAEpB,IAAgB,EAAsB,KAAA,CAAM,MAAM,EAAE,kBAAkB,CAAI,GAAG,SAAS,GACtF,IAAiB,EACrB,EAAsB,OAAA,CAAQ,MAAU,EAAM,kBAAkB,CAAI,CACtE,GACM,IAAsB,EAC1B,EAAsB,OAAA,CACnB,MAAU,EAAM,kBAAkB,KAAQ,EAAM,4BAA4B,CAC/E,CACF,GACM,IAAwB,EAAc,IAAA,CAAK,MAC/C,EAAoB,GAAa,GAAM,GAAuB,CAAqB,CACrF,GACM,IAAc,EAAsB,OAAA,CACvC,GAAO,MAAY,IAAQ,EAAQ,eACpC,CACF,GAEM,IAAO,EAAyB,GAAU,CAAI;AAEpD,SAAO;AAAA,IACL,GAAG;AAAA,IACH,eAAA;AAAA,IACA,eAAe,EAAW,CAAc;AAAA,IACxC,OAAO,EAAe,CAAA;AAAA,IACtB,MAAM,EAAa,CAAA;AAAA,IACnB,YAAY,MAAe,EAAc;AAAA,IACzC,gBAAA;AAAA,IACA,MAAA;AAAA,IACA,eAAe;AAAA,IACf,aAAa,IAAW,IAAc;AAAA,IACtC,oBAAoB,EAAW,CAAmB;AAAA,IAClD,qBAAqB,IAAW,IAAsB,CAAC;AAAA,EACzD;AACF,GAMa,IAAA,CACX,GACA,MAEO,EAAmB,IAAA,CAAK,MAAa;AAC1C,QAAM,IAAuB,EAAa,OAAA,CACvC,MACC,EAAY,kBAAkB,EAAS,QACvC,EAAY,4BAA4B,EAAS,IACrD;AAEA,SAAO;AAAA,IACL,GAAG;AAAA,IACH,cAAc;AAAA,EAChB;AACF,CAAC,GAQG,IAAA,CACJ,GACA,IAAoB,MACT;AACX,QAAM,IAAa,IAAY,QAAQ,SAAS,QAAQ,SAAS;AAEjE,SAAO,KAAK,KACV,KAAK,IACH,GACA,EAAe,MAAM,CAAC,CAAU,EAAE,OAAA,CAAQ,GAAO,MAAY,IAAQ,EAAQ,QAAQ,CAAC,IACpF,CACJ,CACF;AACF,GAMM,IAAA,CAAqB,MAA6D;AACtF,QAAM,IAAkC,CAAC,GACnC,IAAQ,EAAa;AAC3B,WAAS,IAAI,GAAG,KAAK,GAAmB,KAAK;AAC3C,UAAM,IAAc,EAAa,EAAU,GAAO,IAAoB,CAAC,CAAC,GAIlE,IAHgB,EAAe,OAAA,CAClC,MAAU,EAAM,eAAe,OAAO,EAAO,GAAa,QAAQ,CAAC,CAElD,EAAc,OAAA,CAAQ,GAAK,MAAS,IAAM,EAAK,OAAO,CAAC;AAE3E,IAAA,EAAe,KAAK;AAAA,MAClB,QAAQ;AAAA,MACR,SAAS,EAAO,GAAa,YAAY;AAAA,MACzC,OAAO,EAAW,GAAa,EAAkB,UAAU;AAAA,IAC7D,CAAC;AAAA,EACH;AAEA,SAAO;AACT,GASa,IAAA,CACX,GACA,MAEO,EAAmB,KAAA,CAAM,MAAO,EAAG,SAAS,CAAI,GAG5C,IAAA,CACX,GACA,MACiC;AACjC,QAAM,IAAS,EAAmB,KAAA,CAAM,MAAO,EAAG,cAAc,KAAA,CAAM,MAAO,EAAG,SAAS,CAAI,CAAC;AAC9F,MAAK;AAEL,WAAO,EAAO,cAAc,KAAA,CAAM,MAAO,EAAG,SAAS,CAAI;AAC3D"}

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

@@ -1,4 +1,4 @@
-import { Account, AccountGroup, FinancialAccount, HistoricalAccountBalance, Member, MonthlyAccountBalance, NetWorth } from '../types';
+import { Account, AccountGroup, AccountsCopy, 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;
@@ -24,4 +24,4 @@ export declare const buildAssetsLiabilities: (accounts: Account[]) => {
     totalLiabilities: number;
 };
 export declare const toMonthlyAccountBalance: (hab: HistoricalAccountBalance) => MonthlyAccountBalance;
-export declare const groupAccounts: (accounts: FinancialAccount[]) => AccountGroup[];
+export declare const groupAccounts: (accounts: FinancialAccount[], accountTypes: AccountsCopy["account_types"]) => AccountGroup[];