@mx-cartographer/experiences 9.4.42 → 9.4.43

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

@@ -1,96 +1,96 @@
-import { AccountIcon as _, AccountIconVariants as p, AccountTypeName as y } from "../types/Account.es.js";
+import { AccountIcon as _, AccountIconVariants as p } 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 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) => {
+import { format as y } from "date-fns/format";
+import { startOfMonth as b } from "date-fns/startOfMonth";
+import { subMonths as v } from "date-fns/subMonths";
+import { fromUnixTime as A } from "date-fns/fromUnixTime";
+var h = 13, O = (e, r) => e.filter((s) => {
+  const { is_closed: n, is_deleted: i, is_hidden: t, is_manual: o } = s;
+  return n || i || t ? !1 : o || !s.guid ? !0 : r.some((g) => e.some((m) => g.guid === m.member_guid));
+}), W = (e, r) => [...e, ...r], G = (e) => {
   if (e && e.length > 0) return e[e.length - 1];
-}, 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 = {
+}, R = (e, r) => e.year_month - r.year_month, M = () => Array.from({ length: h }, (e, r) => Math.floor(b(v(/* @__PURE__ */ new Date(), r)).getTime() / 1e3)).sort(), U = (e, r, s) => !e.length || !r.length ? [] : M().reduceRight((n, i) => {
+  const t = r.filter(({ year_month: a }) => a === parseInt(y(A(i), "yyyyMM"))), o = e.map((a) => {
+    const l = t.find((u) => u.account_guid === a.guid), c = {
       change: 0,
-      guid: i.guid,
-      name: i.name,
-      type: i.account_type,
+      guid: a.guid,
+      name: a.name,
+      type: a.account_type,
       balance: 0
     };
-    if (!l && a.length === 0 && !i.balance) return m;
-    if (!l && a.length === 0) return {
-      ...m,
-      value: d(i) ? -(i.balance ?? 0) : i.balance ?? 0
+    if (!l && n.length === 0 && !a.balance) return c;
+    if (!l && n.length === 0) return {
+      ...c,
+      value: d(a) ? -(a.balance ?? 0) : a.balance ?? 0
     };
     if (!l) {
-      const u = a[0].accounts.find((f) => f.guid === i.guid);
-      return u || m;
+      const u = n[0].accounts.find((f) => f.guid === a.guid);
+      return u || c;
     }
     return {
       change: l.transaction_total,
-      guid: i.guid,
-      name: i.name,
-      type: i.account_type,
+      guid: a.guid,
+      name: a.name,
+      type: a.account_type,
       value: l.balance
     };
-  }), { y: g, change: c } = o.reduce((i, l) => ({
-    y: i.y + (l.value || 0),
-    change: i.change + (l.change || 0)
+  }), { y: g, change: m } = o.reduce((a, l) => ({
+    y: a.y + (l.value || 0),
+    change: a.change + (l.change || 0)
   }), {
     y: 0,
     change: 0
   });
   return [{
     accounts: o,
-    x: s,
+    x: i,
     y: g,
-    change: c
-  }, ...a];
-}, []).slice(h - n), k = (e) => {
-  const r = [], n = [];
-  let a = 0, s = 0;
+    change: m
+  }, ...n];
+}, []).slice(h - s), j = (e) => {
+  const r = [], s = [];
+  let n = 0, i = 0;
   return e?.accounts.forEach((t) => {
     t.change > 0 && (r.push({
       accountName: t.name,
       gain: t.change
-    }), a += t.change), t.change < 0 && (n.push({
+    }), n += t.change), t.change < 0 && (s.push({
       accountName: t.name,
       loss: t.change
-    }), s += t.change);
+    }), i += t.change);
   }), {
     netWorth: e,
     gains: r,
-    losses: n,
-    totalGains: a,
-    totalLosses: s
+    losses: s,
+    totalGains: n,
+    totalLosses: i
   };
-}, w = (e) => {
-  const r = [], n = [];
-  let a = 0, s = 0;
+}, k = (e) => {
+  const r = [], s = [];
+  let n = 0, i = 0;
   return e.forEach((t) => {
     if (d(t)) {
       const o = t.balance ?? 0;
-      n.push({
+      s.push({
         accountName: t.name,
         accountType: t.account_type,
         balance: o
-      }), s += o;
+      }), i += o;
     } else {
       const o = t.balance ?? 0;
       r.push({
         accountName: t.name,
         accountType: t.account_type,
         balance: o
-      }), a += o;
+      }), n += o;
     }
   }), {
     assets: r,
-    liabilities: n,
-    totalAssets: a,
-    totalLiabilities: s
+    liabilities: s,
+    totalAssets: n,
+    totalLiabilities: i
   };
-}, x = (e) => ({
+}, w = (e) => ({
   account_guid: e.account_guid,
   balance: e.balance,
   credit_transaction_total: 0,
@@ -101,27 +101,27 @@ var h = 13, W = (e, r) => e.filter((n) => {
   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 n[s] || (n[s] = []), n[s].push(a), n;
+}), x = (e, r) => {
+  const s = e.reduce((n, i) => {
+    const t = i.accountType;
+    return n[t] || (n[t] = []), n[t].push(i), n;
   }, {});
-  return Object.entries(r).map(([n, a]) => ({
+  return Object.entries(s).map(([n, i]) => ({
     icon: p[+n] || _[+n],
-    name: y[+n],
-    accounts: a
+    name: r[+n],
+    accounts: i
   }));
 };
 export {
-  w as buildAssetsLiabilities,
-  j as buildChartData,
-  k as buildGainsLosses,
-  W as filterAccounts,
-  G as flattenBalances,
-  R as getLatestNetWorthData,
-  z as groupAccounts,
-  U as sortByYearMonthAscending,
-  x as toMonthlyAccountBalance
+  k as buildAssetsLiabilities,
+  U as buildChartData,
+  j as buildGainsLosses,
+  O as filterAccounts,
+  W as flattenBalances,
+  G as getLatestNetWorthData,
+  x as groupAccounts,
+  R as sortByYearMonthAscending,
+  w as toMonthlyAccountBalance
 };
 
 //# sourceMappingURL=NetWorthUtils.es.js.map

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

@@ -1 +1 @@
-{"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. 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 ?? 0\n      liabilities.push({ accountName: account.name, accountType: account.account_type, balance })\n      totalLiabilities += balance\n    } else {\n      const balance = account.balance ?? 0\n      assets.push({ accountName: account.name, accountType: account.account_type, balance })\n      totalAssets += balance\n    }\n  })\n\n  return { assets, liabilities, totalAssets, totalLiabilities }\n}\nexport const toMonthlyAccountBalance = (hab: HistoricalAccountBalance): MonthlyAccountBalance => ({\n  account_guid: hab.account_guid,\n  balance: hab.balance,\n  credit_transaction_total: 0,\n  debit_transaction_total: 0,\n  id: hab.guid,\n  month: hab.month,\n  transaction_total: hab.transaction_total ?? 0,\n  user_guid: hab.user_guid,\n  year: hab.year,\n  year_month: hab.year_month,\n})\n\n// groups accounts by account type\n// returns array of account groups, each with an icon, name, and the grouped accounts\nexport const groupAccounts = (accounts: FinancialAccount[]): AccountGroup[] => {\n  const groupedAccounts = accounts.reduce<{ [key: number]: FinancialAccount[] }>((acc, account) => {\n    const accountType = account.accountType\n    if (!acc[accountType]) {\n      acc[accountType] = []\n    }\n    acc[accountType].push(account)\n    return acc\n  }, {})\n\n  return Object.entries(groupedAccounts).map(([accountType, accounts]) => ({\n    icon: AccountIconVariants[+accountType] || AccountIcon[+accountType],\n    name: AccountTypeName[+accountType],\n    accounts,\n  }))\n}\n"],"mappings":";;;;;;AAiBA,IAAM,IAAoB,IAEb,IAAA,CAAkB,GAAqB,MAC3C,EAAS,OAAA,CAAQ,MAAY;AAClC,QAAM,EAAE,WAAA,GAAW,YAAA,GAAY,WAAA,GAAW,WAAA,EAAA,IAAc;AAExD,SAAI,KAAa,KAAc,IAAkB,KAC7C,KAAa,CAAC,EAAQ,OAAa,KAEhC,EAAQ,KAAA,CAAM,MACZ,EAAS,KAAA,CAAM,MACb,EAAO,SAAS,EAAQ,WAChC,CACF;AACH,CAAC,GAGU,IAAA,CACX,GACA,MAEO,CAAC,GAAG,GAAa,GAAG,CAAe,GAG/B,IAAA,CAAyB,MAA0B;AAC9D,MAAI,KAAa,EAAU,SAAS,EAClC,QAAO,EAAU,EAAU,SAAS,CAAA;AAExC,GAEa,IAAA,CAA4B,GAA0B,MACjE,EAAE,aAAa,EAAE,YAEb,IAAA,MACG,MAAM,KAAK,EAAE,QAAQ,EAAkB,GAAA,CAAI,GAAG,MAC5C,KAAK,MAAM,EAAa,EAAU,oBAAI,KAAK,GAAG,CAAK,CAAC,EAAE,QAAQ,IAAI,GAAI,CAC9E,EAAE,KAAK,GAGG,IAAA,CACX,GACA,GACA,MAEI,CAAC,EAAS,UAAU,CAAC,EAAuB,SAAe,CAAC,IAC9C,EACX,EACJ,YAAA,CAAa,GAAa,MAAM;AAC/B,QAAM,IAAW,EAAuB,OAAA,CACrC,EAAE,YAAA,EAAA,MAAiB,MAAe,SAAS,EAAO,EAAa,CAAC,GAAG,QAAQ,CAAC,CAC/E,GACM,IAAuB,EAAS,IAAA,CAAK,MAAY;AACrD,UAAM,IAAU,EAAS,KAAA,CAAM,MAAY,EAAQ,iBAAiB,EAAQ,IAAI,GAE1E,IAAc;AAAA,MAClB,QAAQ;AAAA,MACR,MAAM,EAAQ;AAAA,MACd,MAAM,EAAQ;AAAA,MACd,MAAM,EAAQ;AAAA,MACd,SAAS;AAAA,IACX;AAEA,QAAI,CAAC,KAAW,EAAO,WAAW,KAAK,CAAC,EAAQ,QAAS,QAAO;AAKhE,QAAI,CAAC,KAAW,EAAO,WAAW,EAChC,QAAO;AAAA,MACL,GAAG;AAAA,MACH,OAAO,EAAmB,CAAO,IAAI,EAAE,EAAQ,WAAW,KAAM,EAAQ,WAAW;AAAA,IACrF;AAGF,QAAI,CAAC,GAAS;AACZ,YAAM,IAAc,EAAO,CAAA,EAAG,SAAS,KAAA,CAAM,MAAiB,EAAI,SAAS,EAAQ,IAAI;AAEvF,aAAO,KAA4B;AAAA,IACrC;AAEA,WAAO;AAAA,MACL,QAAQ,EAAQ;AAAA,MAChB,MAAM,EAAQ;AAAA,MACd,MAAM,EAAQ;AAAA,MACd,MAAM,EAAQ;AAAA,MACd,OAAO,EAAQ;AAAA,IACjB;AAAA,EACF,CAAC,GAEK,EAAE,GAAA,GAAG,QAAA,EAAA,IAAW,EAAqB,OAAA,CACxC,GAAK,OACG;AAAA,IACL,GAAG,EAAI,KAAK,EAAQ,SAAS;AAAA,IAC7B,QAAQ,EAAI,UAAU,EAAQ,UAAU;AAAA,EAC1C,IAEF;AAAA,IAAE,GAAG;AAAA,IAAG,QAAQ;AAAA,EAAE,CACpB;AAEA,SAAO,CACL;AAAA,IACE,UAAU;AAAA,IACV,GAAA;AAAA,IACA,GAAA;AAAA,IACA,QAAA;AAAA,EACF,GACA,GAAG,CACL;AACF,GAAG,CAAC,CAAC,EACJ,MAAM,IAAoB,CAAc,GAGhC,IAAA,CAAoB,MAA4B;AAC3D,QAAM,IAAiD,CAAC,GAClD,IAAkD,CAAC;AACzD,MAAI,IAAa,GACb,IAAc;AAElB,SAAA,GAAc,SAAS,QAAA,CAAS,MAAY;AAC1C,IAAI,EAAQ,SAAS,MACnB,EAAM,KAAK;AAAA,MAAE,aAAa,EAAQ;AAAA,MAAM,MAAM,EAAQ;AAAA,IAAO,CAAC,GAC9D,KAAc,EAAQ,SAEpB,EAAQ,SAAS,MACnB,EAAO,KAAK;AAAA,MAAE,aAAa,EAAQ;AAAA,MAAM,MAAM,EAAQ;AAAA,IAAO,CAAC,GAC/D,KAAe,EAAQ;AAAA,EAE3B,CAAC,GAEM;AAAA,IAAE,UAAU;AAAA,IAAc,OAAA;AAAA,IAAO,QAAA;AAAA,IAAQ,YAAA;AAAA,IAAY,aAAA;AAAA,EAAY;AAC1E,GAEa,IAAA,CAA0B,MAAwB;AAC7D,QAAM,IAA6B,CAAC,GAC9B,IAAkC,CAAC;AACzC,MAAI,IAAc,GACd,IAAmB;AAEvB,SAAA,EAAS,QAAA,CAAS,MAAY;AAC5B,QAAI,EAAmB,CAAO,GAAG;AAC/B,YAAM,IAAU,EAAQ,WAAW;AACnC,MAAA,EAAY,KAAK;AAAA,QAAE,aAAa,EAAQ;AAAA,QAAM,aAAa,EAAQ;AAAA,QAAc,SAAA;AAAA,MAAQ,CAAC,GAC1F,KAAoB;AAAA,IACtB,OAAO;AACL,YAAM,IAAU,EAAQ,WAAW;AACnC,MAAA,EAAO,KAAK;AAAA,QAAE,aAAa,EAAQ;AAAA,QAAM,aAAa,EAAQ;AAAA,QAAc,SAAA;AAAA,MAAQ,CAAC,GACrF,KAAe;AAAA,IACjB;AAAA,EACF,CAAC,GAEM;AAAA,IAAE,QAAA;AAAA,IAAQ,aAAA;AAAA,IAAa,aAAA;AAAA,IAAa,kBAAA;AAAA,EAAiB;AAC9D,GACa,IAAA,CAA2B,OAA0D;AAAA,EAChG,cAAc,EAAI;AAAA,EAClB,SAAS,EAAI;AAAA,EACb,0BAA0B;AAAA,EAC1B,yBAAyB;AAAA,EACzB,IAAI,EAAI;AAAA,EACR,OAAO,EAAI;AAAA,EACX,mBAAmB,EAAI,qBAAqB;AAAA,EAC5C,WAAW,EAAI;AAAA,EACf,MAAM,EAAI;AAAA,EACV,YAAY,EAAI;AAClB,IAIa,IAAA,CAAiB,MAAiD;AAC7E,QAAM,IAAkB,EAAS,OAAA,CAA+C,GAAK,MAAY;AAC/F,UAAM,IAAc,EAAQ;AAC5B,WAAK,EAAI,CAAA,MACP,EAAI,CAAA,IAAe,CAAC,IAEtB,EAAI,CAAA,EAAa,KAAK,CAAO,GACtB;AAAA,EACT,GAAG,CAAC,CAAC;AAEL,SAAO,OAAO,QAAQ,CAAe,EAAE,IAAA,CAAK,CAAC,GAAa,CAAA,OAAe;AAAA,IACvE,MAAM,EAAoB,CAAC,CAAA,KAAgB,EAAY,CAAC,CAAA;AAAA,IACxD,MAAM,EAAgB,CAAC,CAAA;AAAA,IACvB,UAAA;AAAA,EACF,EAAE;AACJ"}
+{"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  AccountsCopy,\n  FinancialAccount,\n  HistoricalAccountBalance,\n  Member,\n  MonthlyAccountBalance,\n  NetWorth,\n} from '../types'\nimport { 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. 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 ?? 0\n      liabilities.push({ accountName: account.name, accountType: account.account_type, balance })\n      totalLiabilities += balance\n    } else {\n      const balance = account.balance ?? 0\n      assets.push({ accountName: account.name, accountType: account.account_type, balance })\n      totalAssets += balance\n    }\n  })\n\n  return { assets, liabilities, totalAssets, totalLiabilities }\n}\nexport const toMonthlyAccountBalance = (hab: HistoricalAccountBalance): MonthlyAccountBalance => ({\n  account_guid: hab.account_guid,\n  balance: hab.balance,\n  credit_transaction_total: 0,\n  debit_transaction_total: 0,\n  id: hab.guid,\n  month: hab.month,\n  transaction_total: hab.transaction_total ?? 0,\n  user_guid: hab.user_guid,\n  year: hab.year,\n  year_month: hab.year_month,\n})\n\n// groups accounts by account type\n// returns array of account groups, each with an icon, localized name, and the grouped accounts\nexport const groupAccounts = (\n  accounts: FinancialAccount[],\n  accountTypes: AccountsCopy['account_types'],\n): AccountGroup[] => {\n  const groupedAccounts = accounts.reduce<{ [key: number]: FinancialAccount[] }>((acc, account) => {\n    const accountType = account.accountType\n    if (!acc[accountType]) {\n      acc[accountType] = []\n    }\n    acc[accountType].push(account)\n    return acc\n  }, {})\n\n  return Object.entries(groupedAccounts).map(([accountType, accounts]) => ({\n    icon: AccountIconVariants[+accountType] || AccountIcon[+accountType],\n    name: accountTypes[+accountType],\n    accounts,\n  }))\n}\n"],"mappings":";;;;;;AAkBA,IAAM,IAAoB,IAEb,IAAA,CAAkB,GAAqB,MAC3C,EAAS,OAAA,CAAQ,MAAY;AAClC,QAAM,EAAE,WAAA,GAAW,YAAA,GAAY,WAAA,GAAW,WAAA,EAAA,IAAc;AAExD,SAAI,KAAa,KAAc,IAAkB,KAC7C,KAAa,CAAC,EAAQ,OAAa,KAEhC,EAAQ,KAAA,CAAM,MACZ,EAAS,KAAA,CAAM,MACb,EAAO,SAAS,EAAQ,WAChC,CACF;AACH,CAAC,GAGU,IAAA,CACX,GACA,MAEO,CAAC,GAAG,GAAa,GAAG,CAAe,GAG/B,IAAA,CAAyB,MAA0B;AAC9D,MAAI,KAAa,EAAU,SAAS,EAClC,QAAO,EAAU,EAAU,SAAS,CAAA;AAExC,GAEa,IAAA,CAA4B,GAA0B,MACjE,EAAE,aAAa,EAAE,YAEb,IAAA,MACG,MAAM,KAAK,EAAE,QAAQ,EAAkB,GAAA,CAAI,GAAG,MAC5C,KAAK,MAAM,EAAa,EAAU,oBAAI,KAAK,GAAG,CAAK,CAAC,EAAE,QAAQ,IAAI,GAAI,CAC9E,EAAE,KAAK,GAGG,IAAA,CACX,GACA,GACA,MAEI,CAAC,EAAS,UAAU,CAAC,EAAuB,SAAe,CAAC,IAC9C,EACX,EACJ,YAAA,CAAa,GAAa,MAAM;AAC/B,QAAM,IAAW,EAAuB,OAAA,CACrC,EAAE,YAAA,EAAA,MAAiB,MAAe,SAAS,EAAO,EAAa,CAAC,GAAG,QAAQ,CAAC,CAC/E,GACM,IAAuB,EAAS,IAAA,CAAK,MAAY;AACrD,UAAM,IAAU,EAAS,KAAA,CAAM,MAAY,EAAQ,iBAAiB,EAAQ,IAAI,GAE1E,IAAc;AAAA,MAClB,QAAQ;AAAA,MACR,MAAM,EAAQ;AAAA,MACd,MAAM,EAAQ;AAAA,MACd,MAAM,EAAQ;AAAA,MACd,SAAS;AAAA,IACX;AAEA,QAAI,CAAC,KAAW,EAAO,WAAW,KAAK,CAAC,EAAQ,QAAS,QAAO;AAKhE,QAAI,CAAC,KAAW,EAAO,WAAW,EAChC,QAAO;AAAA,MACL,GAAG;AAAA,MACH,OAAO,EAAmB,CAAO,IAAI,EAAE,EAAQ,WAAW,KAAM,EAAQ,WAAW;AAAA,IACrF;AAGF,QAAI,CAAC,GAAS;AACZ,YAAM,IAAc,EAAO,CAAA,EAAG,SAAS,KAAA,CAAM,MAAiB,EAAI,SAAS,EAAQ,IAAI;AAEvF,aAAO,KAA4B;AAAA,IACrC;AAEA,WAAO;AAAA,MACL,QAAQ,EAAQ;AAAA,MAChB,MAAM,EAAQ;AAAA,MACd,MAAM,EAAQ;AAAA,MACd,MAAM,EAAQ;AAAA,MACd,OAAO,EAAQ;AAAA,IACjB;AAAA,EACF,CAAC,GAEK,EAAE,GAAA,GAAG,QAAA,EAAA,IAAW,EAAqB,OAAA,CACxC,GAAK,OACG;AAAA,IACL,GAAG,EAAI,KAAK,EAAQ,SAAS;AAAA,IAC7B,QAAQ,EAAI,UAAU,EAAQ,UAAU;AAAA,EAC1C,IAEF;AAAA,IAAE,GAAG;AAAA,IAAG,QAAQ;AAAA,EAAE,CACpB;AAEA,SAAO,CACL;AAAA,IACE,UAAU;AAAA,IACV,GAAA;AAAA,IACA,GAAA;AAAA,IACA,QAAA;AAAA,EACF,GACA,GAAG,CACL;AACF,GAAG,CAAC,CAAC,EACJ,MAAM,IAAoB,CAAc,GAGhC,IAAA,CAAoB,MAA4B;AAC3D,QAAM,IAAiD,CAAC,GAClD,IAAkD,CAAC;AACzD,MAAI,IAAa,GACb,IAAc;AAElB,SAAA,GAAc,SAAS,QAAA,CAAS,MAAY;AAC1C,IAAI,EAAQ,SAAS,MACnB,EAAM,KAAK;AAAA,MAAE,aAAa,EAAQ;AAAA,MAAM,MAAM,EAAQ;AAAA,IAAO,CAAC,GAC9D,KAAc,EAAQ,SAEpB,EAAQ,SAAS,MACnB,EAAO,KAAK;AAAA,MAAE,aAAa,EAAQ;AAAA,MAAM,MAAM,EAAQ;AAAA,IAAO,CAAC,GAC/D,KAAe,EAAQ;AAAA,EAE3B,CAAC,GAEM;AAAA,IAAE,UAAU;AAAA,IAAc,OAAA;AAAA,IAAO,QAAA;AAAA,IAAQ,YAAA;AAAA,IAAY,aAAA;AAAA,EAAY;AAC1E,GAEa,IAAA,CAA0B,MAAwB;AAC7D,QAAM,IAA6B,CAAC,GAC9B,IAAkC,CAAC;AACzC,MAAI,IAAc,GACd,IAAmB;AAEvB,SAAA,EAAS,QAAA,CAAS,MAAY;AAC5B,QAAI,EAAmB,CAAO,GAAG;AAC/B,YAAM,IAAU,EAAQ,WAAW;AACnC,MAAA,EAAY,KAAK;AAAA,QAAE,aAAa,EAAQ;AAAA,QAAM,aAAa,EAAQ;AAAA,QAAc,SAAA;AAAA,MAAQ,CAAC,GAC1F,KAAoB;AAAA,IACtB,OAAO;AACL,YAAM,IAAU,EAAQ,WAAW;AACnC,MAAA,EAAO,KAAK;AAAA,QAAE,aAAa,EAAQ;AAAA,QAAM,aAAa,EAAQ;AAAA,QAAc,SAAA;AAAA,MAAQ,CAAC,GACrF,KAAe;AAAA,IACjB;AAAA,EACF,CAAC,GAEM;AAAA,IAAE,QAAA;AAAA,IAAQ,aAAA;AAAA,IAAa,aAAA;AAAA,IAAa,kBAAA;AAAA,EAAiB;AAC9D,GACa,IAAA,CAA2B,OAA0D;AAAA,EAChG,cAAc,EAAI;AAAA,EAClB,SAAS,EAAI;AAAA,EACb,0BAA0B;AAAA,EAC1B,yBAAyB;AAAA,EACzB,IAAI,EAAI;AAAA,EACR,OAAO,EAAI;AAAA,EACX,mBAAmB,EAAI,qBAAqB;AAAA,EAC5C,WAAW,EAAI;AAAA,EACf,MAAM,EAAI;AAAA,EACV,YAAY,EAAI;AAClB,IAIa,IAAA,CACX,GACA,MACmB;AACnB,QAAM,IAAkB,EAAS,OAAA,CAA+C,GAAK,MAAY;AAC/F,UAAM,IAAc,EAAQ;AAC5B,WAAK,EAAI,CAAA,MACP,EAAI,CAAA,IAAe,CAAC,IAEtB,EAAI,CAAA,EAAa,KAAK,CAAO,GACtB;AAAA,EACT,GAAG,CAAC,CAAC;AAEL,SAAO,OAAO,QAAQ,CAAe,EAAE,IAAA,CAAK,CAAC,GAAa,CAAA,OAAe;AAAA,IACvE,MAAM,EAAoB,CAAC,CAAA,KAAgB,EAAY,CAAC,CAAA;AAAA,IACxD,MAAM,EAAa,CAAC,CAAA;AAAA,IACpB,UAAA;AAAA,EACF,EAAE;AACJ"}

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

@@ -1,7 +1,7 @@
-import { TransactionStatus, TransactionType, Category, DetailedAccount, Tag, Tagging, Transaction } from '../types';
+import { TransactionStatus, TransactionType, Category, CategoryCopy, DetailedAccount, Tag, Tagging, Transaction } from '../types';
 import { TransactionFilter } from '../stores/TransactionStore';
 export declare const isTransferTransaction: (transaction: Pick<Transaction, "top_level_category_guid">) => boolean;
-export declare const buildDetailedTransactions: (transactions: Transaction[], accounts: DetailedAccount[], categories: Category[], taggings?: Tagging[]) => {
+export declare const buildDetailedTransactions: (transactions: Transaction[], accounts: DetailedAccount[], categories: Category[], taggings: Tagging[] | undefined, categoryCopy: CategoryCopy) => {
     account: string;
     accountIsClosed: boolean;
     accountIsHidden: boolean;

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

@@ -1,116 +1,117 @@
-import { CategoryGuidToName as y, CategoryGuids as T } from "../constants/Category.es.js";
+import { CategoryGuidToName as y, CategoryGuids as h } from "../constants/Category.es.js";
 import { DATE_FORMATS_INTL as m, formatDate as f } from "../constants/DateFormats.es.js";
-import { TransactionStatus as v, TransactionType as C } from "../types/Transaction.es.js";
-import { formatCurrency as A } from "./NumberFormatting.es.js";
-import { fromUnixUTC as E } from "./DateUtil.es.js";
-import { TABLE_CONST as S } from "../constants/Table.es.js";
-import { COLUMN_NAMES as l } from "../constants/Transaction.es.js";
-import { format as b } from "date-fns/format";
-import { startOfMonth as O } from "date-fns/startOfMonth";
-import { startOfToday as D } from "date-fns/startOfToday";
+import { TransactionStatus as C, TransactionType as v } from "../types/Transaction.es.js";
+import { getLocalizedCategoryName as A } from "./CategoryUtil.es.js";
+import { formatCurrency as E } from "./NumberFormatting.es.js";
+import { fromUnixUTC as S } from "./DateUtil.es.js";
+import { TABLE_CONST as b } from "../constants/Table.es.js";
+import { COLUMN_NAMES as _ } from "../constants/Transaction.es.js";
+import { format as O } from "date-fns/format";
+import { startOfMonth as D } from "date-fns/startOfMonth";
+import { startOfToday as N } from "date-fns/startOfToday";
 import { endOfToday as M } from "date-fns/endOfToday";
-import { fromUnixTime as N } from "date-fns/fromUnixTime";
-import { getUnixTime as _ } from "date-fns/getUnixTime";
-var X = (t) => t.top_level_category_guid === T.TRANSFER, ee = (t, r, n, a = []) => {
-  const s = r.reduce((o, e) => ({
-    ...o,
-    [e.guid]: e
-  }), {}), d = n.reduce((o, e) => ({
-    ...o,
-    [e.guid]: e
-  }), {}), i = a.reduce((o, e) => {
-    const { transaction_guid: u, tag_guid: c } = e;
-    if (!o[u]) return {
-      ...o,
-      [u]: [c]
+import { fromUnixTime as U } from "date-fns/fromUnixTime";
+import { getUnixTime as T } from "date-fns/getUnixTime";
+var te = (t) => t.top_level_category_guid === h.TRANSFER, re = (t, r, o, d = [], i) => {
+  const c = r.reduce((e, s) => ({
+    ...e,
+    [s.guid]: s
+  }), {}), n = o.reduce((e, s) => ({
+    ...e,
+    [s.guid]: s
+  }), {}), a = d.reduce((e, s) => {
+    const { transaction_guid: u, tag_guid: g } = s;
+    if (!e[u]) return {
+      ...e,
+      [u]: [g]
     };
-    const g = [...o[u], c];
+    const l = [...e[u], g];
     return {
-      ...o,
-      [u]: g
+      ...e,
+      [u]: l
     };
   }, {});
-  return t.map((o) => {
-    const e = s[o.account_guid], u = o.category_guid ? d[o.category_guid] : null, c = i[o.guid] ?? [];
+  return t.map((e) => {
+    const s = c[e.account_guid], u = e.category_guid ? n[e.category_guid] : null, g = a[e.guid] ?? [];
     return {
-      ...o,
-      account: e?.user_name || "Unknown",
-      accountIsClosed: e?.is_closed,
-      accountIsHidden: e?.is_hidden,
-      category: u?.name || "Uncategorized",
-      institutionName: e?.institution?.name || e?.institutionName || void 0,
-      isIncome: o.top_level_category_guid === T.INCOME,
-      isPending: o.feed_status === v.PENDING,
-      number: e?.account_number || "",
-      payee: o.description,
-      tags: c
+      ...e,
+      account: s?.user_name || "Unknown",
+      accountIsClosed: s?.is_closed,
+      accountIsHidden: s?.is_hidden,
+      category: u ? A(u, i) : "Uncategorized",
+      institutionName: s?.institution?.name || s?.institutionName || void 0,
+      isIncome: e.top_level_category_guid === h.INCOME,
+      isPending: e.feed_status === C.PENDING,
+      number: s?.account_number || "",
+      payee: e.description,
+      tags: g
     };
   });
-}, U = "uncategorized", te = (t, r, n, a, s, d) => {
-  const i = R(t, s, d), o = I(i, n, a);
+}, L = "uncategorized", oe = (t, r, o, d, i, c) => {
+  const n = R(t, i, c), a = I(n, o, d);
   return r.forEach((e) => {
-    const u = o.findIndex((g) => g.guid === e), c = d.filter((g) => g.parent_guid === e);
-    o.splice(u + 1, 0, ...c);
-  }), o;
-}, R = (t, r, n) => {
-  const { accounts: a = [], dateRange: s = {
-    start: O(D()),
+    const s = a.findIndex((g) => g.guid === e), u = c.filter((g) => g.parent_guid === e);
+    a.splice(s + 1, 0, ...u);
+  }), a;
+}, R = (t, r, o) => {
+  const { accounts: d = [], dateRange: i = {
+    start: D(N()),
     end: M()
-  }, custom: d = () => !0, searchTerm: i = "", showSplits: o = !1 } = t;
-  return n.filter((e) => o ? !e.has_been_split : !e.parent_guid).filter((e) => !!a.find((u) => u === e.account_guid)).filter((e) => e.date >= _(s.start) && e.date <= _(s.end)).filter(d).filter((e) => {
-    if (i === U && e.has_been_split) return !1;
-    if (/^spl/i.test(i) && (e.has_been_split || e.parent_guid)) return !0;
-    const u = e.tags.some((g) => p(i, r.find((h) => h.guid === g)?.name)), c = N(e.date);
-    return p(i, e.payee) || p(i, e.feed_description) || p(i, e.category) || p(i, f(c, m.MONTH)) || p(i, f(c, m.DAY)) || p(i, f(c, m.FULL_MONTH_DAY)) || p(i, f(c, m.MONTH_DAY_YEAR)) || p(i, b(c, "do")) || p(i, e.account) || p(i, A(e.amount, "0,0.00")) || p(i, e.memo) || u;
+  }, custom: c = () => !0, searchTerm: n = "", showSplits: a = !1 } = t;
+  return o.filter((e) => a ? !e.has_been_split : !e.parent_guid).filter((e) => !!d.find((s) => s === e.account_guid)).filter((e) => e.date >= T(i.start) && e.date <= T(i.end)).filter(c).filter((e) => {
+    if (n === L && e.has_been_split) return !1;
+    if (/^spl/i.test(n) && (e.has_been_split || e.parent_guid)) return !0;
+    const s = e.tags.some((g) => p(n, r.find((l) => l.guid === g)?.name)), u = U(e.date);
+    return p(n, e.payee) || p(n, e.feed_description) || p(n, e.category) || p(n, f(u, m.MONTH)) || p(n, f(u, m.DAY)) || p(n, f(u, m.FULL_MONTH_DAY)) || p(n, f(u, m.MONTH_DAY_YEAR)) || p(n, O(u, "do")) || p(n, e.account) || p(n, E(e.amount, "0,0.00")) || p(n, e.memo) || s;
   });
-}, I = (t, r, n) => [...t].sort((a, s) => {
-  const d = r, i = (a[d] || "") > (s[d] || "");
-  let o = i ? -1 : 1, e = i ? 1 : -1;
-  return (r === l.DATE || r === l.AMOUNT) && (o = i ? 1 : -1, e = i ? -1 : 1), n === S.ASC ? o : e;
+}, I = (t, r, o) => [...t].sort((d, i) => {
+  const c = r, n = (d[c] || "") > (i[c] || "");
+  let a = n ? -1 : 1, e = n ? 1 : -1;
+  return (r === _.DATE || r === _.AMOUNT) && (a = n ? 1 : -1, e = n ? -1 : 1), o === b.ASC ? a : e;
 }), p = (t, r) => {
-  const n = t.toLowerCase().split(" "), a = r?.toString().toLowerCase() ?? "";
-  return n.every((s) => a.indexOf(s) > -1);
+  const o = t.toLowerCase().split(" "), d = r?.toString().toLowerCase() ?? "";
+  return o.every((i) => d.indexOf(i) > -1);
 };
-function L(t) {
+function w(t) {
   return new Set(t.filter((r) => r.parent_guid !== void 0).map((r) => r.parent_guid));
 }
-function w(t) {
-  return t.reduce((r, n) => (n.parent_guid && (r[n.parent_guid] || (r[n.parent_guid] = []), r[n.parent_guid].push(n)), r), {});
+function j(t) {
+  return t.reduce((r, o) => (o.parent_guid && (r[o.parent_guid] || (r[o.parent_guid] = []), r[o.parent_guid].push(o)), r), {});
 }
-function re(t, r) {
-  const n = L(r), a = w(r), s = /* @__PURE__ */ new Set(), d = [];
-  for (const i of t) n.has(i.guid) ? (a[i.guid] ?? []).slice().sort((o, e) => Math.abs(e.amount) - Math.abs(o.amount)).forEach((o) => {
-    s.has(o.guid) || (d.push(o), s.add(o.guid));
-  }) : s.has(i.guid) || (d.push(i), s.add(i.guid));
-  return d;
+function ne(t, r) {
+  const o = w(r), d = j(r), i = /* @__PURE__ */ new Set(), c = [];
+  for (const n of t) o.has(n.guid) ? (d[n.guid] ?? []).slice().sort((a, e) => Math.abs(e.amount) - Math.abs(a.amount)).forEach((a) => {
+    i.has(a.guid) || (c.push(a), i.add(a.guid));
+  }) : i.has(n.guid) || (c.push(n), i.add(n.guid));
+  return c;
 }
-var ne = (t, r) => {
-  const n = P(j(t, r)), a = new Blob([n], { type: "text/csv;charset=utf-8;" }), s = document.createElement("a");
-  s.href = URL.createObjectURL(a), s.setAttribute("download", "transactions.csv"), document.body.appendChild(s), s.click(), document.body.removeChild(s), URL.revokeObjectURL(s.href);
-}, j = (t, r) => t.map((n) => ({
-  Date: f(E(n.date), m.YEAR_MONTH_DAY),
-  Description: x(n),
-  "Original Description": n.feed_description,
-  Amount: `${n.amount}`,
-  Type: n.transaction_type === C.CREDIT ? "Credit" : "Debit",
-  "Parent Category": y[n.top_level_category_guid || ""],
-  Category: n.category,
-  Account: n.account,
-  Tags: F(n, r),
-  Memo: n.memo,
-  Pending: n.isPending ? "TRUE" : "FALSE"
-})), G = (t) => t ? /[,"\n\r]/.test(t) ? `"${t.replace(/"/g, '""')}"` : t : "", P = (t) => t.length === 0 ? "" : Object.keys(t[0]).join(",").concat(`\r
-`) + t.map((r) => Object.values(r).map(G).join(",")).join(`\r
-`), x = (t) => {
+var ie = (t, r) => {
+  const o = x(G(t, r)), d = new Blob([o], { type: "text/csv;charset=utf-8;" }), i = document.createElement("a");
+  i.href = URL.createObjectURL(d), i.setAttribute("download", "transactions.csv"), document.body.appendChild(i), i.click(), document.body.removeChild(i), URL.revokeObjectURL(i.href);
+}, G = (t, r) => t.map((o) => ({
+  Date: f(S(o.date), m.YEAR_MONTH_DAY),
+  Description: F(o),
+  "Original Description": o.feed_description,
+  Amount: `${o.amount}`,
+  Type: o.transaction_type === v.CREDIT ? "Credit" : "Debit",
+  "Parent Category": y[o.top_level_category_guid || ""],
+  Category: o.category,
+  Account: o.account,
+  Tags: B(o, r),
+  Memo: o.memo,
+  Pending: o.isPending ? "TRUE" : "FALSE"
+})), P = (t) => t ? /[,"\n\r]/.test(t) ? `"${t.replace(/"/g, '""')}"` : t : "", x = (t) => t.length === 0 ? "" : Object.keys(t[0]).join(",").concat(`\r
+`) + t.map((r) => Object.values(r).map(P).join(",")).join(`\r
+`), F = (t) => {
   let r = t.parent_guid ? "Split: " : "";
   return r += t.is_hidden ? "(Excluded) " : "", r += t.description, r;
-}, F = (t, r) => t.tags.map((n) => r.filter((a) => a.guid === n)[0]?.name ?? "").join(" ");
+}, B = (t, r) => t.tags.map((o) => r.filter((d) => d.guid === o)[0]?.name ?? "").join(" ");
 export {
-  ee as buildDetailedTransactions,
-  ne as exportTransactionsToCSV,
-  re as flattenTransactionsWithSplits,
-  X as isTransferTransaction,
-  te as sortAndFilterTransactions
+  re as buildDetailedTransactions,
+  ie as exportTransactionsToCSV,
+  ne as flattenTransactionsWithSplits,
+  te as isTransferTransaction,
+  oe as sortAndFilterTransactions
 };
 
 //# sourceMappingURL=TransactionUtils.es.js.map

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

@@ -1 +1 @@
-{"version":3,"file":"TransactionUtils.es.js","names":[],"sources":["../../../src/core/utils/TransactionUtils.ts"],"sourcesContent":["import { endOfToday } from 'date-fns/endOfToday'\nimport { format } from 'date-fns/format'\nimport { fromUnixTime } from 'date-fns/fromUnixTime'\nimport { getUnixTime } from 'date-fns/getUnixTime'\nimport { startOfMonth } from 'date-fns/startOfMonth'\nimport { startOfToday } from 'date-fns/startOfToday'\n\nimport { TABLE_CONST } from '../constants/Table'\nimport {\n  CategoryGuids,\n  CategoryGuidToName,\n  DATE_FORMATS_INTL,\n  formatDate,\n  ORDINAL_DATE_FORMAT,\n} from '../constants'\nimport { COLUMN_NAMES } from '../constants/Transaction'\nimport { TransactionStatus, TransactionType } from '../types'\nimport type { Category, DetailedAccount, Tag, Tagging, Transaction } from '../types'\n\nimport { type TransactionFilter } from '../stores/TransactionStore'\n\nimport { fromUnixUTC } from './DateUtil'\nimport { formatCurrency } from './NumberFormatting'\n\ninterface AccountsMap {\n  [key: string]: DetailedAccount\n}\n\n// True for account-to-account transfers (top-level Transfer category). Used to\n// swap the payee/description for the institution name in the transaction detail\n// header, the table Payee column, and the mobile list.\nexport const isTransferTransaction = (\n  transaction: Pick<Transaction, 'top_level_category_guid'>,\n): boolean => transaction.top_level_category_guid === CategoryGuids.TRANSFER\n\ninterface CategoriesMap {\n  [key: string]: Category\n}\n\ninterface TaggingsMap {\n  [key: string]: string[]\n}\n\nexport const buildDetailedTransactions = (\n  transactions: Transaction[],\n  accounts: DetailedAccount[],\n  categories: Category[],\n  taggings: Tagging[] = [],\n) => {\n  const accountsMap = accounts.reduce((acc: AccountsMap, account: DetailedAccount) => {\n    return { ...acc, [account.guid]: account }\n  }, {})\n\n  const categoriesMap = categories.reduce((acc: CategoriesMap, category: Category) => {\n    return { ...acc, [category.guid]: category }\n  }, {})\n\n  const taggingsMap = taggings.reduce((acc: TaggingsMap, tagging: Tagging) => {\n    const { transaction_guid, tag_guid } = tagging\n\n    if (!acc[transaction_guid]) {\n      return {\n        ...acc,\n        [transaction_guid]: [tag_guid],\n      }\n    }\n    const tags = [...acc[transaction_guid], tag_guid] as string[]\n\n    return {\n      ...acc,\n      [transaction_guid]: tags,\n    }\n  }, {})\n\n  return transactions.map((transaction: Transaction) => {\n    const account = accountsMap[transaction.account_guid]\n    const category = transaction.category_guid ? categoriesMap[transaction.category_guid] : null\n    const tags = taggingsMap[transaction.guid] ?? []\n\n    return {\n      ...transaction,\n      account: account?.user_name || 'Unknown',\n      accountIsClosed: account?.is_closed,\n      accountIsHidden: account?.is_hidden,\n      category: category?.name || 'Uncategorized',\n      institutionName: account?.institution?.name || account?.institutionName || undefined,\n      isIncome: transaction.top_level_category_guid === CategoryGuids.INCOME,\n      isPending: transaction.feed_status === TransactionStatus.PENDING,\n      number: account?.account_number || '',\n      payee: transaction.description,\n      tags,\n    }\n  })\n}\n\nconst UNCATEGORIZED_TERM = 'uncategorized'\n\nexport const sortAndFilterTransactions = (\n  filter: TransactionFilter,\n  expandedSplits: string[],\n  sortColumn: string,\n  sortDirection: string,\n  tags: Tag[],\n  transactions: Transaction[],\n) => {\n  const filteredTransactions = filterTransactions(filter, tags, transactions)\n\n  const sortedTransactions = sortTransactions(filteredTransactions, sortColumn, sortDirection)\n\n  expandedSplits.forEach((guid) => {\n    const index = sortedTransactions.findIndex((t) => t.guid === guid)\n    const children = transactions.filter((t) => t.parent_guid === guid)\n    sortedTransactions.splice(index + 1, 0, ...children)\n  })\n  return sortedTransactions\n}\n\nconst filterTransactions = (\n  filter: TransactionFilter,\n  tags: Tag[],\n  transactions: Transaction[],\n) => {\n  const {\n    accounts = [],\n    dateRange = { start: startOfMonth(startOfToday()), end: endOfToday() },\n    custom = () => true,\n    searchTerm: searchFilter = '',\n    showSplits = false,\n  } = filter\n\n  return (\n    transactions\n      // Filters out parent of split transactions when showSplits is true and filters out split\n      // transaction children when showSplits is false\n      .filter((t) => (showSplits ? !t.has_been_split : !t.parent_guid))\n      // Filter for selected accounts\n      .filter((t) => Boolean(accounts.find((guid) => guid === t.account_guid)))\n      // Filter for Date Range.\n      // NOTE: bounds are local-midnight (getUnixTime of a local Date) while dates\n      // are rendered/exported on the UTC calendar day (fromUnixUTC). For a\n      // midnight-UTC row near a month boundary in a negative-offset browser the\n      // two can disagree by a day. Left as-is here to keep this fix low-risk;\n      // unifying range + search on UTC is tracked with the core-data ISO\n      // migration (MEW-3961 follow-up).\n      .filter((t) => t.date >= getUnixTime(dateRange.start) && t.date <= getUnixTime(dateRange.end))\n      // Custom filter\n      .filter(custom)\n      // Search filter\n      .filter((transaction) => {\n        // Don't return uncategorized split transactions\n        if (searchFilter === UNCATEGORIZED_TERM && transaction.has_been_split) {\n          return false\n        }\n\n        // Split check - When searching for \"Splits\" and transaction is a split or is a parent of a split(s)\n        const splitPattern = /^spl/i\n        if (\n          splitPattern.test(searchFilter) &&\n          (transaction.has_been_split || Boolean(transaction.parent_guid))\n        ) {\n          return true\n        }\n\n        // Check transactions tags\n        const isTagIncludedInSearch = transaction.tags.some((guid) =>\n          isIncludedInSearch(searchFilter, tags.find((tag) => tag.guid === guid)?.name),\n        )\n        const date = fromUnixTime(transaction.date)\n        return (\n          isIncludedInSearch(searchFilter, transaction.payee) ||\n          isIncludedInSearch(searchFilter, transaction.feed_description) ||\n          isIncludedInSearch(searchFilter, transaction.category) ||\n          isIncludedInSearch(searchFilter, formatDate(date, DATE_FORMATS_INTL.MONTH)) ||\n          isIncludedInSearch(searchFilter, formatDate(date, DATE_FORMATS_INTL.DAY)) ||\n          isIncludedInSearch(searchFilter, formatDate(date, DATE_FORMATS_INTL.FULL_MONTH_DAY)) ||\n          isIncludedInSearch(searchFilter, formatDate(date, DATE_FORMATS_INTL.MONTH_DAY_YEAR)) ||\n          isIncludedInSearch(searchFilter, format(date, ORDINAL_DATE_FORMAT)) ||\n          isIncludedInSearch(searchFilter, transaction.account) ||\n          isIncludedInSearch(searchFilter, formatCurrency(transaction.amount, '0,0.00')) ||\n          isIncludedInSearch(searchFilter, transaction.memo) ||\n          isTagIncludedInSearch\n        )\n      })\n  )\n}\n\nconst sortTransactions = (\n  transactions: Transaction[],\n  sortColumn: string,\n  sortDirection: string,\n) => {\n  return [...transactions].sort((a: Transaction, b: Transaction) => {\n    const column = sortColumn as keyof Transaction\n    const sortCompare = (a[column] || '') > (b[column] || '')\n\n    let sortASC = sortCompare ? -1 : 1\n    let sortDESC = sortCompare ? 1 : -1\n\n    if (sortColumn === COLUMN_NAMES.DATE || sortColumn === COLUMN_NAMES.AMOUNT) {\n      sortASC = sortCompare ? 1 : -1\n      sortDESC = sortCompare ? -1 : 1\n    }\n\n    return sortDirection === TABLE_CONST.ASC ? sortASC : sortDESC\n  })\n}\n\n/**\n * Determines if a value is included within the terms set in the search bar\n */\nconst isIncludedInSearch = (searchFilter: string, value: string | null | undefined) => {\n  const lowerCasedTerms = searchFilter.toLowerCase().split(' ')\n  const lowerCasedValue = value?.toString().toLowerCase() ?? ''\n\n  return lowerCasedTerms.every((filter) => lowerCasedValue.indexOf(filter) > -1)\n}\n\n// TODO: Change the way formatting data is exported in order to handle localization\ntype FormattedTransaction = {\n  Date: string\n  Description: string\n  'Original Description': string\n  Amount: string\n  Type: string\n  'Parent Category': string\n  Category: string\n  Account: string\n  Tags: string\n  Memo: string\n  Pending: string\n}\n\n/**\n * Collects the GUIDs of all transactions that act as parents\n * to one or more split (child) transactions.\n */\nfunction extractParentTransactionGuids(transactions: Transaction[]): Set<string> {\n  return new Set(\n    transactions.filter((tx) => tx.parent_guid !== undefined).map((tx) => tx.parent_guid!),\n  )\n}\n\n/**\n * Organizes child transactions by their parent transaction GUID.\n * Returns a map from parent GUID to an array of its child transactions.\n */\nfunction mapChildTransactionsByParent(transactions: Transaction[]): Record<string, Transaction[]> {\n  return transactions.reduce<Record<string, Transaction[]>>((accumulator, tx) => {\n    if (tx.parent_guid) {\n      if (!accumulator[tx.parent_guid]) accumulator[tx.parent_guid] = []\n      accumulator[tx.parent_guid].push(tx)\n    }\n    return accumulator\n  }, {})\n}\n\n/**\n * Produces a list of transactions based on the given sorted transactions,\n * where parent transactions that have split children are replaced by those\n * children sorted by descending absolute amount. All other transactions\n * are included as-is, with duplicates removed.\n */\nexport function flattenTransactionsWithSplits(\n  sortedTransactions: Transaction[],\n  allTransactions: Transaction[],\n): Transaction[] {\n  // Set of parent transaction GUIDs that have split child transactions\n  const parentTransactionGuidsWithSplits = extractParentTransactionGuids(allTransactions)\n\n  // Map from parent GUID to array of its child split transactions\n  const childTransactionsGroupedByParent = mapChildTransactionsByParent(allTransactions)\n\n  // Track GUIDs of transactions already included in the result to avoid duplicates\n  const processedTransactionGuids = new Set<string>()\n\n  // Resulting list of transactions with parents replaced by their split children\n  const flattenedTransactionList: Transaction[] = []\n\n  for (const transaction of sortedTransactions) {\n    if (parentTransactionGuidsWithSplits.has(transaction.guid)) {\n      // This transaction is a parent with splits, so replace it with its children\n      const splitChildTransactions = childTransactionsGroupedByParent[transaction.guid] ?? []\n\n      splitChildTransactions\n        .slice()\n        .sort((a, b) => Math.abs(b.amount) - Math.abs(a.amount))\n        .forEach((childTransaction) => {\n          if (!processedTransactionGuids.has(childTransaction.guid)) {\n            flattenedTransactionList.push(childTransaction)\n            processedTransactionGuids.add(childTransaction.guid)\n          }\n        })\n    } else if (!processedTransactionGuids.has(transaction.guid)) {\n      // Normal transaction (no splits), add as-is if not already added\n      flattenedTransactionList.push(transaction)\n      processedTransactionGuids.add(transaction.guid)\n    }\n  }\n\n  return flattenedTransactionList\n}\n\nexport const exportTransactionsToCSV = (transactions: Transaction[], tags: Tag[]) => {\n  const csvContent = structureCSVData(formatTransactions(transactions, tags))\n\n  const blob = new Blob([csvContent], { type: 'text/csv;charset=utf-8;' })\n  const link = document.createElement('a')\n  link.href = URL.createObjectURL(blob)\n  link.setAttribute('download', 'transactions.csv')\n\n  document.body.appendChild(link)\n  link.click()\n  document.body.removeChild(link)\n\n  URL.revokeObjectURL(link.href)\n}\n\n/**\n * Formats a list of transactions into a list that will be used when\n * downloaded to a CSV file.\n */\nconst formatTransactions = (transactions: Transaction[], tags: Tag[]) => {\n  return transactions.map((transaction) => ({\n    // Post dates are calendar days; format on the UTC day so the export can't\n    // shift to the prior day in a Western-offset browser.\n    Date: formatDate(fromUnixUTC(transaction.date), DATE_FORMATS_INTL.YEAR_MONTH_DAY),\n    Description: getDescription(transaction),\n    'Original Description': transaction.feed_description,\n    Amount: `${transaction.amount}`,\n    Type: transaction.transaction_type === TransactionType.CREDIT ? 'Credit' : 'Debit',\n    'Parent Category': CategoryGuidToName[transaction.top_level_category_guid || ''],\n    Category: transaction.category,\n    Account: transaction.account,\n    Tags: getTags(transaction, tags),\n    Memo: transaction.memo,\n    Pending: transaction.isPending ? 'TRUE' : 'FALSE',\n  })) as FormattedTransaction[]\n}\n\n/**\n * Escapes a value for safe CSV output\n */\nconst escapeCsvField = (field?: string | null): string => {\n  if (!field) return ''\n  return /[,\"\\n\\r]/.test(field) ? `\"${field.replace(/\"/g, '\"\"')}\"` : field\n}\n\n/**\n * Structures the CSV file data using the formatted transactions\n */\nconst structureCSVData = (formattedTransactions: FormattedTransaction[]) => {\n  // Guard the empty export: Object.keys(undefined) would throw for a zero-row\n  // list (e.g. an over-filtered range), so emit an empty file instead.\n  if (formattedTransactions.length === 0) return ''\n\n  const csvHeader = Object.keys(formattedTransactions[0]).join(',').concat('\\r\\n')\n  const csvRows = formattedTransactions\n    .map((transaction) => Object.values(transaction).map(escapeCsvField).join(','))\n    .join('\\r\\n')\n\n  return csvHeader + csvRows\n}\n\n/**\n * Get the description for a transaction that will be used within the CSV copy.\n * We want to highlight that split transactions are a split as well as\n * hidden transactions are hidden.\n */\nconst getDescription = (transaction: Transaction) => {\n  let description = transaction.parent_guid ? 'Split: ' : ''\n  description += transaction.is_hidden ? '(Excluded) ' : ''\n  description += transaction.description\n\n  return description\n}\n\nconst getTags = (transaction: Transaction, tags: Tag[]) => {\n  return transaction.tags\n    .map((tagGuid) => {\n      const tag = tags.filter((t) => t.guid === tagGuid)[0]\n\n      return tag?.name ?? ''\n    })\n    .join(' 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+{"version":3,"file":"TransactionUtils.es.js","names":[],"sources":["../../../src/core/utils/TransactionUtils.ts"],"sourcesContent":["import { endOfToday } from 'date-fns/endOfToday'\nimport { format } from 'date-fns/format'\nimport { fromUnixTime } from 'date-fns/fromUnixTime'\nimport { getUnixTime } from 'date-fns/getUnixTime'\nimport { startOfMonth } from 'date-fns/startOfMonth'\nimport { startOfToday } from 'date-fns/startOfToday'\n\nimport { TABLE_CONST } from '../constants/Table'\nimport {\n  CategoryGuids,\n  CategoryGuidToName,\n  DATE_FORMATS_INTL,\n  formatDate,\n  ORDINAL_DATE_FORMAT,\n} from '../constants'\nimport { COLUMN_NAMES } from '../constants/Transaction'\nimport { TransactionStatus, TransactionType } from '../types'\nimport type { Category, CategoryCopy, DetailedAccount, Tag, Tagging, Transaction } from '../types'\n\nimport { type TransactionFilter } from '../stores/TransactionStore'\n\nimport { getLocalizedCategoryName } from './CategoryUtil'\nimport { fromUnixUTC } from './DateUtil'\nimport { formatCurrency } from './NumberFormatting'\n\ninterface AccountsMap {\n  [key: string]: DetailedAccount\n}\n\n// True for account-to-account transfers (top-level Transfer category). Used to\n// swap the payee/description for the institution name in the transaction detail\n// header, the table Payee column, and the mobile list.\nexport const isTransferTransaction = (\n  transaction: Pick<Transaction, 'top_level_category_guid'>,\n): boolean => transaction.top_level_category_guid === CategoryGuids.TRANSFER\n\ninterface CategoriesMap {\n  [key: string]: Category\n}\n\ninterface TaggingsMap {\n  [key: string]: string[]\n}\n\nexport const buildDetailedTransactions = (\n  transactions: Transaction[],\n  accounts: DetailedAccount[],\n  categories: Category[],\n  taggings: Tagging[] = [],\n  categoryCopy: CategoryCopy,\n) => {\n  const accountsMap = accounts.reduce((acc: AccountsMap, account: DetailedAccount) => {\n    return { ...acc, [account.guid]: account }\n  }, {})\n\n  const categoriesMap = categories.reduce((acc: CategoriesMap, category: Category) => {\n    return { ...acc, [category.guid]: category }\n  }, {})\n\n  const taggingsMap = taggings.reduce((acc: TaggingsMap, tagging: Tagging) => {\n    const { transaction_guid, tag_guid } = tagging\n\n    if (!acc[transaction_guid]) {\n      return {\n        ...acc,\n        [transaction_guid]: [tag_guid],\n      }\n    }\n    const tags = [...acc[transaction_guid], tag_guid] as string[]\n\n    return {\n      ...acc,\n      [transaction_guid]: tags,\n    }\n  }, {})\n\n  return transactions.map((transaction: Transaction) => {\n    const account = accountsMap[transaction.account_guid]\n    const category = transaction.category_guid ? categoriesMap[transaction.category_guid] : null\n    const tags = taggingsMap[transaction.guid] ?? []\n\n    return {\n      ...transaction,\n      account: account?.user_name || 'Unknown',\n      accountIsClosed: account?.is_closed,\n      accountIsHidden: account?.is_hidden,\n      category: category ? getLocalizedCategoryName(category, categoryCopy) : 'Uncategorized',\n      institutionName: account?.institution?.name || account?.institutionName || undefined,\n      isIncome: transaction.top_level_category_guid === CategoryGuids.INCOME,\n      isPending: transaction.feed_status === TransactionStatus.PENDING,\n      number: account?.account_number || '',\n      payee: transaction.description,\n      tags,\n    }\n  })\n}\n\nconst UNCATEGORIZED_TERM = 'uncategorized'\n\nexport const sortAndFilterTransactions = (\n  filter: TransactionFilter,\n  expandedSplits: string[],\n  sortColumn: string,\n  sortDirection: string,\n  tags: Tag[],\n  transactions: Transaction[],\n) => {\n  const filteredTransactions = filterTransactions(filter, tags, transactions)\n\n  const sortedTransactions = sortTransactions(filteredTransactions, sortColumn, sortDirection)\n\n  expandedSplits.forEach((guid) => {\n    const index = sortedTransactions.findIndex((t) => t.guid === guid)\n    const children = transactions.filter((t) => t.parent_guid === guid)\n    sortedTransactions.splice(index + 1, 0, ...children)\n  })\n  return sortedTransactions\n}\n\nconst filterTransactions = (\n  filter: TransactionFilter,\n  tags: Tag[],\n  transactions: Transaction[],\n) => {\n  const {\n    accounts = [],\n    dateRange = { start: startOfMonth(startOfToday()), end: endOfToday() },\n    custom = () => true,\n    searchTerm: searchFilter = '',\n    showSplits = false,\n  } = filter\n\n  return (\n    transactions\n      // Filters out parent of split transactions when showSplits is true and filters out split\n      // transaction children when showSplits is false\n      .filter((t) => (showSplits ? !t.has_been_split : !t.parent_guid))\n      // Filter for selected accounts\n      .filter((t) => Boolean(accounts.find((guid) => guid === t.account_guid)))\n      // Filter for Date Range.\n      // NOTE: bounds are local-midnight (getUnixTime of a local Date) while dates\n      // are rendered/exported on the UTC calendar day (fromUnixUTC). For a\n      // midnight-UTC row near a month boundary in a negative-offset browser the\n      // two can disagree by a day. Left as-is here to keep this fix low-risk;\n      // unifying range + search on UTC is tracked with the core-data ISO\n      // migration (MEW-3961 follow-up).\n      .filter((t) => t.date >= getUnixTime(dateRange.start) && t.date <= getUnixTime(dateRange.end))\n      // Custom filter\n      .filter(custom)\n      // Search filter\n      .filter((transaction) => {\n        // Don't return uncategorized split transactions\n        if (searchFilter === UNCATEGORIZED_TERM && transaction.has_been_split) {\n          return false\n        }\n\n        // Split check - When searching for \"Splits\" and transaction is a split or is a parent of a split(s)\n        const splitPattern = /^spl/i\n        if (\n          splitPattern.test(searchFilter) &&\n          (transaction.has_been_split || Boolean(transaction.parent_guid))\n        ) {\n          return true\n        }\n\n        // Check transactions tags\n        const isTagIncludedInSearch = transaction.tags.some((guid) =>\n          isIncludedInSearch(searchFilter, tags.find((tag) => tag.guid === guid)?.name),\n        )\n        const date = fromUnixTime(transaction.date)\n        return (\n          isIncludedInSearch(searchFilter, transaction.payee) ||\n          isIncludedInSearch(searchFilter, transaction.feed_description) ||\n          isIncludedInSearch(searchFilter, transaction.category) ||\n          isIncludedInSearch(searchFilter, formatDate(date, DATE_FORMATS_INTL.MONTH)) ||\n          isIncludedInSearch(searchFilter, formatDate(date, DATE_FORMATS_INTL.DAY)) ||\n          isIncludedInSearch(searchFilter, formatDate(date, DATE_FORMATS_INTL.FULL_MONTH_DAY)) ||\n          isIncludedInSearch(searchFilter, formatDate(date, DATE_FORMATS_INTL.MONTH_DAY_YEAR)) ||\n          isIncludedInSearch(searchFilter, format(date, ORDINAL_DATE_FORMAT)) ||\n          isIncludedInSearch(searchFilter, transaction.account) ||\n          isIncludedInSearch(searchFilter, formatCurrency(transaction.amount, '0,0.00')) ||\n          isIncludedInSearch(searchFilter, transaction.memo) ||\n          isTagIncludedInSearch\n        )\n      })\n  )\n}\n\nconst sortTransactions = (\n  transactions: Transaction[],\n  sortColumn: string,\n  sortDirection: string,\n) => {\n  return [...transactions].sort((a: Transaction, b: Transaction) => {\n    const column = sortColumn as keyof Transaction\n    const sortCompare = (a[column] || '') > (b[column] || '')\n\n    let sortASC = sortCompare ? -1 : 1\n    let sortDESC = sortCompare ? 1 : -1\n\n    if (sortColumn === COLUMN_NAMES.DATE || sortColumn === COLUMN_NAMES.AMOUNT) {\n      sortASC = sortCompare ? 1 : -1\n      sortDESC = sortCompare ? -1 : 1\n    }\n\n    return sortDirection === TABLE_CONST.ASC ? sortASC : sortDESC\n  })\n}\n\n/**\n * Determines if a value is included within the terms set in the search bar\n */\nconst isIncludedInSearch = (searchFilter: string, value: string | null | undefined) => {\n  const lowerCasedTerms = searchFilter.toLowerCase().split(' ')\n  const lowerCasedValue = value?.toString().toLowerCase() ?? ''\n\n  return lowerCasedTerms.every((filter) => lowerCasedValue.indexOf(filter) > -1)\n}\n\n// TODO: Change the way formatting data is exported in order to handle localization\ntype FormattedTransaction = {\n  Date: string\n  Description: string\n  'Original Description': string\n  Amount: string\n  Type: string\n  'Parent Category': string\n  Category: string\n  Account: string\n  Tags: string\n  Memo: string\n  Pending: string\n}\n\n/**\n * Collects the GUIDs of all transactions that act as parents\n * to one or more split (child) transactions.\n */\nfunction extractParentTransactionGuids(transactions: Transaction[]): Set<string> {\n  return new Set(\n    transactions.filter((tx) => tx.parent_guid !== undefined).map((tx) => tx.parent_guid!),\n  )\n}\n\n/**\n * Organizes child transactions by their parent transaction GUID.\n * Returns a map from parent GUID to an array of its child transactions.\n */\nfunction mapChildTransactionsByParent(transactions: Transaction[]): Record<string, Transaction[]> {\n  return transactions.reduce<Record<string, Transaction[]>>((accumulator, tx) => {\n    if (tx.parent_guid) {\n      if (!accumulator[tx.parent_guid]) accumulator[tx.parent_guid] = []\n      accumulator[tx.parent_guid].push(tx)\n    }\n    return accumulator\n  }, {})\n}\n\n/**\n * Produces a list of transactions based on the given sorted transactions,\n * where parent transactions that have split children are replaced by those\n * children sorted by descending absolute amount. All other transactions\n * are included as-is, with duplicates removed.\n */\nexport function flattenTransactionsWithSplits(\n  sortedTransactions: Transaction[],\n  allTransactions: Transaction[],\n): Transaction[] {\n  // Set of parent transaction GUIDs that have split child transactions\n  const parentTransactionGuidsWithSplits = extractParentTransactionGuids(allTransactions)\n\n  // Map from parent GUID to array of its child split transactions\n  const childTransactionsGroupedByParent = mapChildTransactionsByParent(allTransactions)\n\n  // Track GUIDs of transactions already included in the result to avoid duplicates\n  const processedTransactionGuids = new Set<string>()\n\n  // Resulting list of transactions with parents replaced by their split children\n  const flattenedTransactionList: Transaction[] = []\n\n  for (const transaction of sortedTransactions) {\n    if (parentTransactionGuidsWithSplits.has(transaction.guid)) {\n      // This transaction is a parent with splits, so replace it with its children\n      const splitChildTransactions = childTransactionsGroupedByParent[transaction.guid] ?? []\n\n      splitChildTransactions\n        .slice()\n        .sort((a, b) => Math.abs(b.amount) - Math.abs(a.amount))\n        .forEach((childTransaction) => {\n          if (!processedTransactionGuids.has(childTransaction.guid)) {\n            flattenedTransactionList.push(childTransaction)\n            processedTransactionGuids.add(childTransaction.guid)\n          }\n        })\n    } else if (!processedTransactionGuids.has(transaction.guid)) {\n      // Normal transaction (no splits), add as-is if not already added\n      flattenedTransactionList.push(transaction)\n      processedTransactionGuids.add(transaction.guid)\n    }\n  }\n\n  return flattenedTransactionList\n}\n\nexport const exportTransactionsToCSV = (transactions: Transaction[], tags: Tag[]) => {\n  const csvContent = structureCSVData(formatTransactions(transactions, tags))\n\n  const blob = new Blob([csvContent], { type: 'text/csv;charset=utf-8;' })\n  const link = document.createElement('a')\n  link.href = URL.createObjectURL(blob)\n  link.setAttribute('download', 'transactions.csv')\n\n  document.body.appendChild(link)\n  link.click()\n  document.body.removeChild(link)\n\n  URL.revokeObjectURL(link.href)\n}\n\n/**\n * Formats a list of transactions into a list that will be used when\n * downloaded to a CSV file.\n */\nconst formatTransactions = (transactions: Transaction[], tags: Tag[]) => {\n  return transactions.map((transaction) => ({\n    // Post dates are calendar days; format on the UTC day so the export can't\n    // shift to the prior day in a Western-offset browser.\n    Date: formatDate(fromUnixUTC(transaction.date), DATE_FORMATS_INTL.YEAR_MONTH_DAY),\n    Description: getDescription(transaction),\n    'Original Description': transaction.feed_description,\n    Amount: `${transaction.amount}`,\n    Type: transaction.transaction_type === TransactionType.CREDIT ? 'Credit' : 'Debit',\n    'Parent Category': CategoryGuidToName[transaction.top_level_category_guid || ''],\n    Category: transaction.category,\n    Account: transaction.account,\n    Tags: getTags(transaction, tags),\n    Memo: transaction.memo,\n    Pending: transaction.isPending ? 'TRUE' : 'FALSE',\n  })) as FormattedTransaction[]\n}\n\n/**\n * Escapes a value for safe CSV output\n */\nconst escapeCsvField = (field?: string | null): string => {\n  if (!field) return ''\n  return /[,\"\\n\\r]/.test(field) ? `\"${field.replace(/\"/g, '\"\"')}\"` : field\n}\n\n/**\n * Structures the CSV file data using the formatted transactions\n */\nconst structureCSVData = (formattedTransactions: FormattedTransaction[]) => {\n  // Guard the empty export: Object.keys(undefined) would throw for a zero-row\n  // list (e.g. an over-filtered range), so emit an empty file instead.\n  if (formattedTransactions.length === 0) return ''\n\n  const csvHeader = Object.keys(formattedTransactions[0]).join(',').concat('\\r\\n')\n  const csvRows = formattedTransactions\n    .map((transaction) => Object.values(transaction).map(escapeCsvField).join(','))\n    .join('\\r\\n')\n\n  return csvHeader + csvRows\n}\n\n/**\n * Get the description for a transaction that will be used within the CSV copy.\n * We want to highlight that split transactions are a split as well as\n * hidden transactions are hidden.\n */\nconst getDescription = (transaction: Transaction) => {\n  let description = transaction.parent_guid ? 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package/dist/debts/components/debtstable/AccountCell.es.js

@@ -1,21 +1,21 @@
-import { AccountTypeName as a } from "../../../core/types/Account.es.js";
-import o from "@mui/material/Stack";
-import { InstitutionLogo as u, Text as i } from "@mxenabled/mxui";
-import { jsx as n, jsxs as c } from "react/jsx-runtime";
-var d = (r) => {
-  const t = r.row.account, e = a[t.account_type];
-  return /* @__PURE__ */ c(o, {
+import { useGlobalCopyStore as u } from "../../../common/context/hooks.es.js";
+import n from "@mui/material/Stack";
+import { InstitutionLogo as s, Text as c } from "@mxenabled/mxui";
+import { jsx as o, jsxs as i } from "react/jsx-runtime";
+var f = (r) => {
+  const { accounts: a } = u(), t = r.row.account, e = a.account_types[t.account_type];
+  return /* @__PURE__ */ i(n, {
     alignItems: "center",
     flexDirection: "row",
-    children: [/* @__PURE__ */ n(u, {
+    children: [/* @__PURE__ */ o(s, {
       alt: `${t.institutionName}`,
       institutionGuid: t.institution_guid || ""
-    }), /* @__PURE__ */ c(o, {
+    }), /* @__PURE__ */ i(n, {
       ml: 12,
-      children: [/* @__PURE__ */ n(i, {
+      children: [/* @__PURE__ */ o(c, {
         variant: "body2",
         children: t.name
-      }), /* @__PURE__ */ n(i, {
+      }), /* @__PURE__ */ o(c, {
         variant: "caption",
         children: e
       })]
@@ -23,8 +23,8 @@ var d = (r) => {
   });
 };
 export {
-  d as AccountCell,
-  d as default
+  f as AccountCell,
+  f as default
 };
 
 //# sourceMappingURL=AccountCell.es.js.map

package/dist/debts/components/debtstable/AccountCell.es.js.map

@@ -1 +1 @@
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+{"version":3,"file":"AccountCell.es.js","names":[],"sources":["../../../../src/debts/components/debtstable/AccountCell.tsx"],"sourcesContent":["import { GridCellParams } from '@mui/x-data-grid-pro'\nimport { InstitutionLogo, Text } from '@mxenabled/mxui'\nimport Stack from '@mui/material/Stack'\n\nimport { type Account } from '../../../core'\nimport { useGlobalCopyStore } from '../../../common'\n\nexport const AccountCell = (params: GridCellParams) => {\n  const { accounts: accountsCopy } = useGlobalCopyStore()\n  const account = params.row.account as Account\n  const accountType = accountsCopy.account_types[account.account_type]\n\n  return (\n    <Stack alignItems=\"center\" flexDirection=\"row\">\n      <InstitutionLogo\n        alt={`${account.institutionName}`}\n        institutionGuid={account.institution_guid || ''}\n      />\n      <Stack ml={12}>\n        <Text variant=\"body2\">{account.name}</Text>\n        <Text variant=\"caption\">{accountType}</Text>\n      </Stack>\n    </Stack>\n  )\n}\n\nexport default AccountCell\n"],"mappings":";;;;AAOA,IAAa,IAAA,CAAe,MAA2B;AACrD,QAAM,EAAE,UAAU,EAAA,IAAiB,EAAmB,GAChD,IAAU,EAAO,IAAI,SACrB,IAAc,EAAa,cAAc,EAAQ,YAAA;AAEvD,SACE,gBAAA,EAAC,GAAD;AAAA,IAAO,YAAW;AAAA,IAAS,eAAc;AAAA,IAAzC,UAAA,CACE,gBAAA,EAAC,GAAD;AAAA,MACE,KAAK,GAAG,EAAQ,eAAA;AAAA,MAChB,iBAAiB,EAAQ,oBAAoB;AAAA,IAC9C,CAAA,GACD,gBAAA,EAAC,GAAD;AAAA,MAAO,IAAI;AAAA,MAAX,UAAA,CACE,gBAAA,EAAC,GAAD;AAAA,QAAM,SAAQ;AAAA,QAAS,UAAA,EAAQ;AAAA,MAAW,CAAA,GAC1C,gBAAA,EAAC,GAAD;AAAA,QAAM,SAAQ;AAAA,QAAW,UAAA;AAAA,MAAkB,CAAA,CACtC;AAAA,IACF,CAAA,CAAA;AAAA;AAEX"}