@mx-cartographer/experiences 9.4.42 → 9.4.44

package/CHANGELOG.md

@@ -1,3 +1,15 @@
+## [9.4.44] - 09-25-2026
+
+- **FIXED** - Budgets zero-state buttons now wrap and grow to fit longer localized copy instead of cropping or overflowing the text (MEW-4167)
+
+## [9.4.43] - 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; the component falls back to English if they are absent (MEW-4166)
+
 ## [9.4.42] - 09-24-2026
 
 - **CHANGED** - insights-v2 Save an Extra beat UI polish: `SaveAnExtraCard` now uses mxui `P`/`Text` semantic typography (logo `boxShadow` removed), `BaseLayout` renders the beat description via mxui `P` (`subtitle2`), and `SaveExtraBlock` uses horizontal-only padding (WEC-1851)

package/dist/budgets/components/BudgetsEmptyState.es.js

@@ -1,21 +1,21 @@
-import { useAppConfig as B, useBudgetsStore as x, useCategoryStore as v, useGlobalCopyStore as z, useWidgetContainerProvider as A } from "../../common/context/hooks.es.js";
+import { useAppConfig as S, useBudgetsStore as B, useCategoryStore as v, useGlobalCopyStore as z, useWidgetContainerProvider as A } from "../../common/context/hooks.es.js";
 import { useScreenSize as D } from "../../common/hooks/useScreenSize.es.js";
 import E from "../../common/components/Loader.es.js";
 import { EmptyState as u } from "../../common/components/EmptyState.es.js";
-import a from "react";
-import { Fragment as j, jsx as s } from "react/jsx-runtime";
-var P = ({ isMiniWidget: o = !1, onConnectAccountsClick: _, createBudgetOnClick: n }) => {
-  const { config: g } = B(), { recalculateBudgets: h } = x(), { spendCategories: d } = v(), { budgets: t } = z(), { availableWidth: b } = A(), { isMobile: l } = D(b), r = o && l, [p, i] = a.useState(!1), [y, f] = a.useState(!1), [w, c] = a.useState(!1), C = a.useMemo(() => [...d.filter((e) => e.totalAverageAmount > 0)], [d]), m = async () => {
-    c(!0);
-    const { data: e, isSuccess: S } = await h(C);
-    c(!1), S ? (e.length === 0 && f(!0), i(!1)) : i(!0);
+import s from "react";
+import { Fragment as j, jsx as a } from "react/jsx-runtime";
+var R = ({ isMiniWidget: r = !1, onConnectAccountsClick: _, createBudgetOnClick: n }) => {
+  const { config: h } = S(), { recalculateBudgets: g } = B(), { spendCategories: i } = v(), { budgets: t } = z(), { availableWidth: p } = A(), { isMobile: b } = D(p), o = r && b, [l, d] = s.useState(!1), [y, f] = s.useState(!1), [x, m] = s.useState(!1), w = s.useMemo(() => i.filter((e) => e.totalAverageAmount > 0), [i]), c = async () => {
+    m(!0);
+    const { data: e, isSuccess: C } = await g(w);
+    m(!1), C ? (e.length === 0 && f(!0), d(!1)) : d(!0);
   };
-  return w ? /* @__PURE__ */ s(E, {}) : p ? /* @__PURE__ */ s(u, {
+  return x ? /* @__PURE__ */ a(E, {}) : l ? /* @__PURE__ */ a(u, {
     header: t.autogenerate_budgets_error_header,
     icon: "error",
     iconColor: "#4D4D4D",
     onClick: (e) => {
-      e === "primary" ? m() : n();
+      e === "primary" ? c() : n();
     },
     primaryButton: t.autogenerate_budgets_error_primary_button,
     secondaryButton: t.zero_state_generate_budgets_secondary_button,
@@ -23,13 +23,15 @@ var P = ({ isMiniWidget: o = !1, onConnectAccountsClick: _, createBudgetOnClick:
     sx: {
       width: { sm: 468 },
       ".buttons-footer": {
-        width: 208,
-        ...r && {
-          mt: 16,
-          button: { height: "max-content" }
-        }
+        minWidth: 208,
+        maxWidth: "100%",
+        button: {
+          textWrap: "wrap",
+          height: "max-content"
+        },
+        ...o && { mt: 16 }
       },
-      ...r && {
+      ...o && {
         justifyContent: "center",
         mt: 0,
         svg: {
@@ -38,30 +40,32 @@ var P = ({ isMiniWidget: o = !1, onConnectAccountsClick: _, createBudgetOnClick:
         }
       }
     }
-  }) : /* @__PURE__ */ s(j, { children: y ? /* @__PURE__ */ s(u, {
+  }) : /* @__PURE__ */ a(j, { children: y ? /* @__PURE__ */ a(u, {
     header: t.zero_state_generate_budgets_header,
     icon: "error",
     iconColor: "#4D4D4D",
     onClick: (e) => {
       e === "primary" ? _() : n();
     },
-    primaryButton: g.show_connections_widget_in_master ? t.zero_state_generate_budgets_primary_button : void 0,
+    primaryButton: h.show_connections_widget_in_master ? t.zero_state_generate_budgets_primary_button : void 0,
     secondaryButton: t.zero_state_generate_budgets_secondary_button,
     subText: t.zero_state_generate_budgets_subheader,
     sx: {
-      width: o ? "100%" : { sm: 500 },
-      height: o ? "100%" : { sm: 468 },
-      mt: r ? 0 : 50,
+      width: r ? "100%" : { sm: 500 },
+      height: r ? "100%" : { sm: 468 },
+      mt: o ? 0 : 50,
       ".buttons-footer": {
-        width: 208,
-        height: 100,
-        ...r && {
-          mt: 16,
-          button: { height: "max-content" }
-        }
+        minWidth: 208,
+        maxWidth: "100%",
+        minHeight: 100,
+        button: {
+          textWrap: "wrap",
+          height: "max-content"
+        },
+        ...o && { mt: 16 }
       },
-      padding: o ? 5 : 0,
-      ...r && {
+      padding: r ? 5 : 0,
+      ...o && {
         justifyContent: "center",
         svg: {
           height: 32,
@@ -69,30 +73,32 @@ var P = ({ isMiniWidget: o = !1, onConnectAccountsClick: _, createBudgetOnClick:
         }
       }
     }
-  }) : /* @__PURE__ */ s(u, {
+  }) : /* @__PURE__ */ a(u, {
     header: t.create_budgets_title,
     icon: "bubble_chart",
     iconColor: "#1A1A1A",
     onClick: (e) => {
-      e === "primary" ? m() : n();
+      e === "primary" ? c() : n();
     },
     primaryButton: t.empty_state_primary_button,
-    secondaryButton: o ? void 0 : t.empty_state_secondary_button,
+    secondaryButton: r ? void 0 : t.empty_state_secondary_button,
     subText: t.empty_state_subheader,
     sx: {
-      width: o ? "100%" : { sm: 432 },
-      height: o ? "100%" : { sm: 468 },
-      mt: r ? 0 : 50,
+      width: r ? "100%" : { sm: 432 },
+      height: r ? "100%" : { sm: 468 },
+      mt: o ? 0 : 50,
       ".buttons-footer": {
-        width: 208,
-        height: 100,
-        ...r && {
-          mt: 24,
-          button: { height: "max-content" }
-        }
+        minWidth: 208,
+        maxWidth: "100%",
+        minHeight: 100,
+        button: {
+          textWrap: "wrap",
+          height: "max-content"
+        },
+        ...o && { mt: 24 }
       },
-      padding: o ? 4 : 0,
-      ...r && {
+      padding: r ? 4 : 0,
+      ...o && {
         justifyContent: "center",
         svg: {
           height: 32,
@@ -103,7 +109,7 @@ var P = ({ isMiniWidget: o = !1, onConnectAccountsClick: _, createBudgetOnClick:
   }) });
 };
 export {
-  P as BudgetsEmptyState
+  R as BudgetsEmptyState
 };
 
 //# sourceMappingURL=BudgetsEmptyState.es.js.map

package/dist/budgets/components/BudgetsEmptyState.es.js.map

@@ -1 +1 @@
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+{"version":3,"file":"BudgetsEmptyState.es.js","names":[],"sources":["../../../src/budgets/components/BudgetsEmptyState.tsx"],"sourcesContent":["import React from 'react'\n\nimport {\n  useAppConfig,\n  EmptyState,\n  Loader,\n  useBudgetsStore,\n  useCategoryStore,\n  useGlobalCopyStore,\n  useScreenSize,\n  useWidgetContainerProvider,\n} from '../../common'\n\ninterface BudgetsEmptyStateProps {\n  isMiniWidget?: boolean\n  onConnectAccountsClick: () => void\n  createBudgetOnClick: () => void\n}\nexport const BudgetsEmptyState: React.FC<BudgetsEmptyStateProps> = ({\n  isMiniWidget = false,\n  onConnectAccountsClick,\n  createBudgetOnClick,\n}) => {\n  const { config } = useAppConfig()\n  const { recalculateBudgets } = useBudgetsStore()\n  const { spendCategories } = useCategoryStore()\n  const { budgets: copy } = useGlobalCopyStore()\n  const { availableWidth } = useWidgetContainerProvider()\n  const { isMobile } = useScreenSize(availableWidth)\n\n  const isCompact = isMiniWidget && isMobile\n\n  const [isError, setError] = React.useState(false)\n  const [shouldShowEmptyGeneratedBudgets, setShouldShowEmptyGeneratedBudgets] =\n    React.useState(false)\n  const [recalculateBudgetsLoading, setRecalculateBudgetsLoading] = React.useState(false)\n\n  const newBudgetCategories = React.useMemo(() => {\n    return spendCategories.filter((category) => category.totalAverageAmount > 0)\n  }, [spendCategories])\n\n  const autoGenerateBudgets = async () => {\n    setRecalculateBudgetsLoading(true)\n    const { data, isSuccess } = await recalculateBudgets(newBudgetCategories)\n    setRecalculateBudgetsLoading(false)\n    if (isSuccess) {\n      if (data.length === 0) {\n        setShouldShowEmptyGeneratedBudgets(true)\n      }\n      setError(false)\n    } else {\n      setError(true)\n    }\n  }\n\n  if (recalculateBudgetsLoading) {\n    return <Loader />\n  }\n  if (isError) {\n    return (\n      <EmptyState\n        header={copy.autogenerate_budgets_error_header}\n        icon={'error'}\n        iconColor=\"#4D4D4D\"\n        onClick={(buttonType) => {\n          if (buttonType === 'primary') {\n            autoGenerateBudgets()\n          } else {\n            createBudgetOnClick()\n          }\n        }}\n        primaryButton={copy.autogenerate_budgets_error_primary_button}\n        secondaryButton={copy.zero_state_generate_budgets_secondary_button}\n        subText={copy.autogenerate_budgets_error_subheader}\n        sx={{\n          width: { sm: 468 },\n          '.buttons-footer': {\n            minWidth: 208,\n            maxWidth: '100%',\n            button: { textWrap: 'wrap', height: 'max-content' },\n            ...(isCompact && { mt: 16 }),\n          },\n          ...(isCompact && { justifyContent: 'center', mt: 0, svg: { height: 32, width: 32 } }),\n        }}\n      />\n    )\n  }\n\n  return (\n    <>\n      {shouldShowEmptyGeneratedBudgets ? (\n        <EmptyState\n          header={copy.zero_state_generate_budgets_header}\n          icon=\"error\"\n          iconColor=\"#4D4D4D\"\n          onClick={(buttonType: string) => {\n            if (buttonType === 'primary') {\n              onConnectAccountsClick()\n            } else {\n              createBudgetOnClick()\n            }\n          }}\n          primaryButton={\n            config.show_connections_widget_in_master\n              ? copy.zero_state_generate_budgets_primary_button\n              : undefined\n          }\n          secondaryButton={copy.zero_state_generate_budgets_secondary_button}\n          subText={copy.zero_state_generate_budgets_subheader}\n          sx={{\n            width: isMiniWidget ? '100%' : { sm: 500 },\n            height: isMiniWidget ? 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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 @@
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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 = 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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 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''\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 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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