@mx-cartographer/experiences 9.4.42 → 9.4.44

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

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

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

@@ -1 +1 @@
-{"version":3,"file":"CategoryUtil.es.js","names":[],"sources":["../../../src/core/utils/CategoryUtil.ts"],"sourcesContent":["import { format } from 'date-fns/format'\nimport { startOfMonth } from 'date-fns/startOfMonth'\nimport { startOfToday } from 'date-fns/startOfToday'\nimport { subMonths } from 'date-fns/subMonths'\n\nimport type { Palette, Theme } from '@mui/material'\n\nimport { CategoryIconList } from '@mxenabled/mxui'\n\nimport {\n  CategoryColors,\n  CategoryGuids,\n  CategoryIcon,\n  DATE_FORMATS_INTL,\n  formatDate,\n} from '../constants'\n\nimport type {\n  Category,\n  DateRangeCategoryTotals,\n  DetailedCategory,\n  DetailedCategoryWithTransactions,\n  MonthlyAmount,\n  MonthlyCategoryTotals,\n  Transaction,\n  CategoryCopy,\n  CategoryTotal,\n} from '../types'\n\nconst MONTHLY_AVERAGE_LENGTH = 3\nconst MONTHS_OF_HISTORY = 12\n\n/**\n * Augment categories\n * @param categories - Categories to augment\n * @param monthlyCategoryTotals - Monthly category totals\n * @param currentCategoryTotals - Current month category totals\n * @param copy - Category copy\n */\nexport const augmentCategories = (\n  categories: Category[],\n  copy: CategoryCopy,\n  currentCategoryTotals: DateRangeCategoryTotals[],\n  monthlyCategoryTotals: MonthlyCategoryTotals[],\n): DetailedCategory[] => {\n  return categories\n    .filter((category) => !category.parent_guid)\n    .map((category) =>\n      getDetailedCategory(\n        category,\n        copy,\n        currentCategoryTotals,\n        monthlyCategoryTotals,\n        categories.filter((c) => c.parent_guid === category.guid),\n      ),\n    )\n}\n\nexport const getCategoryColor = (guid: string, theme: Theme) => {\n  const categoryInfo = CategoryIconList.find((c) => c.guid === guid)\n  if (!categoryInfo) return theme.palette.categories.uncategorized || ''\n\n  return theme.palette.categories[categoryInfo.colorName as keyof Palette['categories']] || ''\n}\n\nexport const getCategoryIcon = (guid: string) => {\n  return CategoryIconList.find((c) => c.guid === guid)?.icon\n}\n\n/**\n * Get an augmented category with additional details\n * @param category - The category to augment\n * @param copy - Category copy\n * @param currentCategoryTotals - Current month category totals\n * @param monthlyCategoryTotals - Past monthly category totals\n * @param subCategories - Subcategories for the specified category (If applicable)\n */\nconst getDetailedCategory = (\n  category: Category,\n  copy: CategoryCopy,\n  currentCategoryTotals: DateRangeCategoryTotals[],\n  monthlyCategoryTotals: MonthlyCategoryTotals[],\n  subCategories: Category[] = [],\n): DetailedCategory => {\n  const guid = category.guid\n  const parentGuid = category.parent_guid || guid\n  const isParent = guid === parentGuid\n\n  const currentAmount = currentCategoryTotals.find((t) => t.category_guid === guid)?.total || 0\n  const monthlyAmounts = getMonthlyAmounts(\n    monthlyCategoryTotals.filter((total) => total.category_guid === guid),\n  )\n  const totalMonthlyAmounts = getMonthlyAmounts(\n    monthlyCategoryTotals.filter(\n      (total) => total.category_guid === guid || total.top_level_category_guid === guid,\n    ),\n  )\n  const detailedSubCategories = subCategories.map((subCategory) =>\n    getDetailedCategory(subCategory, copy, currentCategoryTotals, monthlyCategoryTotals),\n  )\n  const totalAmount = detailedSubCategories.reduce(\n    (total, current) => total + current.currentAmount,\n    currentAmount,\n  )\n\n  const name = copy.default_categories[category.guid]\n    ? copy.default_categories[category.guid].replace(/&amp;/g, '&')\n    : category.name\n\n  return {\n    ...category,\n    currentAmount,\n    averageAmount: getAverage(monthlyAmounts),\n    color: CategoryColors[parentGuid],\n    icon: CategoryIcon[parentGuid],\n    isTransfer: parentGuid === CategoryGuids.TRANSFER,\n    monthlyAmounts,\n    name,\n    subCategories: detailedSubCategories,\n    totalAmount: isParent ? totalAmount : 0,\n    totalAverageAmount: getAverage(totalMonthlyAmounts),\n    totalMonthlyAmounts: isParent ? totalMonthlyAmounts : [],\n  }\n}\n/**\n * get the transactions belonging to parent categories\n * @param detailedCategories - detailed categories from the category store\n * @param transactions - sortedTransactions from the transaction store\n */\nexport const getDetailedCategoryTransactions = (\n  detailedCategories: DetailedCategory[],\n  transactions: Transaction[],\n): DetailedCategoryWithTransactions[] => {\n  return detailedCategories.map((category) => {\n    const categoryTransactions = transactions.filter(\n      (transaction) =>\n        transaction.category_guid === category.guid ||\n        transaction.top_level_category_guid === category.guid,\n    )\n\n    return {\n      ...category,\n      transactions: categoryTransactions,\n    }\n  })\n}\n\n/**\n * Get the average amount based on the number of months (numMonths) requested\n * @param monthlyAmounts - Monthly amounts to calculate and average from\n * @param numMonths - Number of months to base the average on (DEFAULT: 3)\n */\nconst getAverage = (\n  monthlyAmounts: MonthlyAmount[],\n  numMonths: number = MONTHLY_AVERAGE_LENGTH,\n): number => {\n  const monthsBack = numMonths > history.length ? history.length : numMonths\n\n  return Math.ceil(\n    Math.max(\n      0,\n      monthlyAmounts.slice(-monthsBack).reduce((total, current) => total + current.amount, 0) /\n        monthsBack,\n    ),\n  )\n}\n\n/**\n * Get the last 12 months of amounts for a category\n * @param categoryTotals - Monthly category totals\n */\nconst getMonthlyAmounts = (categoryTotals: MonthlyCategoryTotals[]): MonthlyAmount[] => {\n  const monthlyAmounts: MonthlyAmount[] = []\n  const today = startOfToday()\n  for (let i = 0; i <= MONTHS_OF_HISTORY; i++) {\n    const historyDate = startOfMonth(subMonths(today, MONTHS_OF_HISTORY - i))\n    const monthlyTotals = categoryTotals.filter(\n      (total) => total.year_month === Number(format(historyDate, 'yyyyMM')),\n    )\n    const totalAmount = monthlyTotals.reduce((acc, curr) => acc + curr.total, 0)\n\n    monthlyAmounts.push({\n      amount: totalAmount,\n      isoDate: format(historyDate, 'yyyy-MM-dd'),\n      label: formatDate(historyDate, DATE_FORMATS_INTL.MONTH_YEAR),\n    })\n  }\n\n  return monthlyAmounts\n}\n\nexport const findCategory = (\n  categories: Category[],\n  categoryGuid: string | undefined,\n): Category | undefined => {\n  return categories.find((c) => c.guid === categoryGuid)\n}\n\nexport const findDetailedCategory = (\n  detailedCategories: DetailedCategory[],\n  guid: string | undefined,\n): DetailedCategory | undefined => {\n  return detailedCategories.find((dc) => dc.guid === guid)\n}\n\nexport const findDetailedSubCategory = (\n  detailedCategories: DetailedCategory[],\n  guid: string | undefined,\n): DetailedCategory | undefined => {\n  const parent = detailedCategories.find((dc) => dc.subCategories.find((sc) => sc.guid === guid))\n  if (!parent) return undefined\n\n  return parent.subCategories.find((sc) => sc.guid === guid)\n}\n\nexport const findCategoryTotalsByParent = (\n  categories: Category[],\n  dateRangeTotals: DateRangeCategoryTotals[],\n): CategoryTotal[] => {\n  const categoryTotals = [] as CategoryTotal[]\n\n  // Iterate over the category data from BE and roll up all categories into parent categories\n  // acc is the accumulated category totals of type CategoryTotal that is initialized as an empty []\n  // curr is the current DateRangeCategoryTotal\n\n  for (const dateRangeTotal of dateRangeTotals) {\n    const category = findCategory(categories, dateRangeTotal.category_guid)\n    if (!category) continue\n\n    const parentGuid = category.parent_guid ?? category.guid\n    const parentCategory = findCategory(categories, parentGuid)\n    if (!parentCategory) continue\n\n    const categoryTotal = {\n      amount: dateRangeTotal.total,\n      category,\n      guid: category.guid,\n      subCategoryTotals: [],\n    }\n\n    const parentCategoryTotal = categoryTotals.find((ct) => ct.guid === parentGuid)\n    if (parentCategoryTotal) {\n      parentCategoryTotal.amount += dateRangeTotal.total\n      parentCategoryTotal.subCategoryTotals.push(categoryTotal)\n    } else {\n      categoryTotals.push({\n        amount: dateRangeTotal.total,\n        category: parentCategory,\n        guid: parentGuid,\n        subCategoryTotals: [categoryTotal],\n      })\n    }\n  }\n\n  return categoryTotals\n}\n\nexport const isIncome = (categories: Category[], guid: string) => {\n  const category = categories.find((c) => c.guid === guid)\n  if (!category) return false\n\n  return category.guid === CategoryGuids.INCOME || category.parent_guid === CategoryGuids.INCOME\n}\n"],"mappings":";;;;;;;AA6BA,IAAM,IAAyB,GACzB,IAAoB,IASb,IAAA,CACX,GACA,GACA,GACA,MAEO,EACJ,OAAA,CAAQ,MAAa,CAAC,EAAS,WAAW,EAC1C,IAAA,CAAK,MACJ,EACE,GACA,GACA,GACA,GACA,EAAW,OAAA,CAAQ,MAAM,EAAE,gBAAgB,EAAS,IAAI,CAC1D,CACF,GAGS,IAAA,CAAoB,GAAc,MAAiB;AAC9D,QAAM,IAAe,EAAiB,KAAA,CAAM,MAAM,EAAE,SAAS,CAAI;AACjE,SAAK,IAEE,EAAM,QAAQ,WAAW,EAAa,SAAA,KAA6C,KAFhE,EAAM,QAAQ,WAAW,iBAAiB;AAGtE,GAcM,IAAA,CACJ,GACA,GACA,GACA,GACA,IAA4B,CAAC,MACR;AACrB,QAAM,IAAO,EAAS,MAChB,IAAa,EAAS,eAAe,GACrC,IAAW,MAAS,GAEpB,IAAgB,EAAsB,KAAA,CAAM,MAAM,EAAE,kBAAkB,CAAI,GAAG,SAAS,GACtF,IAAiB,EACrB,EAAsB,OAAA,CAAQ,MAAU,EAAM,kBAAkB,CAAI,CACtE,GACM,IAAsB,EAC1B,EAAsB,OAAA,CACnB,MAAU,EAAM,kBAAkB,KAAQ,EAAM,4BAA4B,CAC/E,CACF,GACM,IAAwB,EAAc,IAAA,CAAK,MAC/C,EAAoB,GAAa,GAAM,GAAuB,CAAqB,CACrF,GACM,IAAc,EAAsB,OAAA,CACvC,GAAO,MAAY,IAAQ,EAAQ,eACpC,CACF,GAEM,IAAO,EAAK,mBAAmB,EAAS,IAAA,IAC1C,EAAK,mBAAmB,EAAS,IAAA,EAAM,QAAQ,UAAU,GAAG,IAC5D,EAAS;AAEb,SAAO;AAAA,IACL,GAAG;AAAA,IACH,eAAA;AAAA,IACA,eAAe,EAAW,CAAc;AAAA,IACxC,OAAO,EAAe,CAAA;AAAA,IACtB,MAAM,EAAa,CAAA;AAAA,IACnB,YAAY,MAAe,EAAc;AAAA,IACzC,gBAAA;AAAA,IACA,MAAA;AAAA,IACA,eAAe;AAAA,IACf,aAAa,IAAW,IAAc;AAAA,IACtC,oBAAoB,EAAW,CAAmB;AAAA,IAClD,qBAAqB,IAAW,IAAsB,CAAC;AAAA,EACzD;AACF,GAMa,IAAA,CACX,GACA,MAEO,EAAmB,IAAA,CAAK,MAAa;AAC1C,QAAM,IAAuB,EAAa,OAAA,CACvC,MACC,EAAY,kBAAkB,EAAS,QACvC,EAAY,4BAA4B,EAAS,IACrD;AAEA,SAAO;AAAA,IACL,GAAG;AAAA,IACH,cAAc;AAAA,EAChB;AACF,CAAC,GAQG,IAAA,CACJ,GACA,IAAoB,MACT;AACX,QAAM,IAAa,IAAY,QAAQ,SAAS,QAAQ,SAAS;AAEjE,SAAO,KAAK,KACV,KAAK,IACH,GACA,EAAe,MAAM,CAAC,CAAU,EAAE,OAAA,CAAQ,GAAO,MAAY,IAAQ,EAAQ,QAAQ,CAAC,IACpF,CACJ,CACF;AACF,GAMM,IAAA,CAAqB,MAA6D;AACtF,QAAM,IAAkC,CAAC,GACnC,IAAQ,EAAa;AAC3B,WAAS,IAAI,GAAG,KAAK,GAAmB,KAAK;AAC3C,UAAM,IAAc,EAAa,EAAU,GAAO,IAAoB,CAAC,CAAC,GAIlE,IAHgB,EAAe,OAAA,CAClC,MAAU,EAAM,eAAe,OAAO,EAAO,GAAa,QAAQ,CAAC,CAElD,EAAc,OAAA,CAAQ,GAAK,MAAS,IAAM,EAAK,OAAO,CAAC;AAE3E,IAAA,EAAe,KAAK;AAAA,MAClB,QAAQ;AAAA,MACR,SAAS,EAAO,GAAa,YAAY;AAAA,MACzC,OAAO,EAAW,GAAa,EAAkB,UAAU;AAAA,IAC7D,CAAC;AAAA,EACH;AAEA,SAAO;AACT,GASa,IAAA,CACX,GACA,MAEO,EAAmB,KAAA,CAAM,MAAO,EAAG,SAAS,CAAI,GAG5C,IAAA,CACX,GACA,MACiC;AACjC,QAAM,IAAS,EAAmB,KAAA,CAAM,MAAO,EAAG,cAAc,KAAA,CAAM,MAAO,EAAG,SAAS,CAAI,CAAC;AAC9F,MAAK;AAEL,WAAO,EAAO,cAAc,KAAA,CAAM,MAAO,EAAG,SAAS,CAAI;AAC3D"}
+{"version":3,"file":"CategoryUtil.es.js","names":[],"sources":["../../../src/core/utils/CategoryUtil.ts"],"sourcesContent":["import { format } from 'date-fns/format'\nimport { startOfMonth } from 'date-fns/startOfMonth'\nimport { startOfToday } from 'date-fns/startOfToday'\nimport { subMonths } from 'date-fns/subMonths'\n\nimport type { Palette, Theme } from '@mui/material'\n\nimport { CategoryIconList } from '@mxenabled/mxui'\n\nimport {\n  CategoryColors,\n  CategoryGuids,\n  CategoryIcon,\n  DATE_FORMATS_INTL,\n  formatDate,\n} from '../constants'\n\nimport type {\n  Category,\n  DateRangeCategoryTotals,\n  DetailedCategory,\n  DetailedCategoryWithTransactions,\n  MonthlyAmount,\n  MonthlyCategoryTotals,\n  Transaction,\n  CategoryCopy,\n  CategoryTotal,\n} from '../types'\n\nconst MONTHLY_AVERAGE_LENGTH = 3\nconst MONTHS_OF_HISTORY = 12\n\n/**\n * Resolve the localized display name for a category.\n *\n * Default (MX-supplied) categories arrive from the API with fixed English\n * names, but localized copy for them is delivered via CategoryCopy\n * `default_categories` (keyed by category guid). User-created categories have no\n * localized copy and legitimately fall back to their API name.\n * @param category - The category to resolve a name for\n * @param copy - Category copy containing localized default category names\n */\nexport const getLocalizedCategoryName = (category: Category, copy: CategoryCopy): string => {\n  const localizedName = copy.default_categories?.[category.guid]\n  return localizedName ? localizedName.replace(/&amp;/g, '&') : category.name\n}\n\n/**\n * Augment categories\n * @param categories - Categories to augment\n * @param monthlyCategoryTotals - Monthly category totals\n * @param currentCategoryTotals - Current month category totals\n * @param copy - Category copy\n */\nexport const augmentCategories = (\n  categories: Category[],\n  copy: CategoryCopy,\n  currentCategoryTotals: DateRangeCategoryTotals[],\n  monthlyCategoryTotals: MonthlyCategoryTotals[],\n): DetailedCategory[] => {\n  return categories\n    .filter((category) => !category.parent_guid)\n    .map((category) =>\n      getDetailedCategory(\n        category,\n        copy,\n        currentCategoryTotals,\n        monthlyCategoryTotals,\n        categories.filter((c) => c.parent_guid === category.guid),\n      ),\n    )\n}\n\nexport const getCategoryColor = (guid: string, theme: Theme) => {\n  const categoryInfo = CategoryIconList.find((c) => c.guid === guid)\n  if (!categoryInfo) return theme.palette.categories.uncategorized || ''\n\n  return theme.palette.categories[categoryInfo.colorName as keyof Palette['categories']] || ''\n}\n\nexport const getCategoryIcon = (guid: string) => {\n  return CategoryIconList.find((c) => c.guid === guid)?.icon\n}\n\n/**\n * Get an augmented category with additional details\n * @param category - The category to augment\n * @param copy - Category copy\n * @param currentCategoryTotals - Current month category totals\n * @param monthlyCategoryTotals - Past monthly category totals\n * @param subCategories - Subcategories for the specified category (If applicable)\n */\nconst getDetailedCategory = (\n  category: Category,\n  copy: CategoryCopy,\n  currentCategoryTotals: DateRangeCategoryTotals[],\n  monthlyCategoryTotals: MonthlyCategoryTotals[],\n  subCategories: Category[] = [],\n): DetailedCategory => {\n  const guid = category.guid\n  const parentGuid = category.parent_guid || guid\n  const isParent = guid === parentGuid\n\n  const currentAmount = currentCategoryTotals.find((t) => t.category_guid === guid)?.total || 0\n  const monthlyAmounts = getMonthlyAmounts(\n    monthlyCategoryTotals.filter((total) => total.category_guid === guid),\n  )\n  const totalMonthlyAmounts = getMonthlyAmounts(\n    monthlyCategoryTotals.filter(\n      (total) => total.category_guid === guid || total.top_level_category_guid === guid,\n    ),\n  )\n  const detailedSubCategories = subCategories.map((subCategory) =>\n    getDetailedCategory(subCategory, copy, currentCategoryTotals, monthlyCategoryTotals),\n  )\n  const totalAmount = detailedSubCategories.reduce(\n    (total, current) => total + current.currentAmount,\n    currentAmount,\n  )\n\n  const name = getLocalizedCategoryName(category, copy)\n\n  return {\n    ...category,\n    currentAmount,\n    averageAmount: getAverage(monthlyAmounts),\n    color: CategoryColors[parentGuid],\n    icon: CategoryIcon[parentGuid],\n    isTransfer: parentGuid === CategoryGuids.TRANSFER,\n    monthlyAmounts,\n    name,\n    subCategories: detailedSubCategories,\n    totalAmount: isParent ? totalAmount : 0,\n    totalAverageAmount: getAverage(totalMonthlyAmounts),\n    totalMonthlyAmounts: isParent ? totalMonthlyAmounts : [],\n  }\n}\n/**\n * get the transactions belonging to parent categories\n * @param detailedCategories - detailed categories from the category store\n * @param transactions - sortedTransactions from the transaction store\n */\nexport const getDetailedCategoryTransactions = (\n  detailedCategories: DetailedCategory[],\n  transactions: Transaction[],\n): DetailedCategoryWithTransactions[] => {\n  return detailedCategories.map((category) => {\n    const categoryTransactions = transactions.filter(\n      (transaction) =>\n        transaction.category_guid === category.guid ||\n        transaction.top_level_category_guid === category.guid,\n    )\n\n    return {\n      ...category,\n      transactions: categoryTransactions,\n    }\n  })\n}\n\n/**\n * Get the average amount based on the number of months (numMonths) requested\n * @param monthlyAmounts - Monthly amounts to calculate and average from\n * @param numMonths - Number of months to base the average on (DEFAULT: 3)\n */\nconst getAverage = (\n  monthlyAmounts: MonthlyAmount[],\n  numMonths: number = MONTHLY_AVERAGE_LENGTH,\n): number => {\n  const monthsBack = numMonths > history.length ? history.length : numMonths\n\n  return Math.ceil(\n    Math.max(\n      0,\n      monthlyAmounts.slice(-monthsBack).reduce((total, current) => total + current.amount, 0) /\n        monthsBack,\n    ),\n  )\n}\n\n/**\n * Get the last 12 months of amounts for a category\n * @param categoryTotals - Monthly category totals\n */\nconst getMonthlyAmounts = (categoryTotals: MonthlyCategoryTotals[]): MonthlyAmount[] => {\n  const monthlyAmounts: MonthlyAmount[] = []\n  const today = startOfToday()\n  for (let i = 0; i <= MONTHS_OF_HISTORY; i++) {\n    const historyDate = startOfMonth(subMonths(today, MONTHS_OF_HISTORY - i))\n    const monthlyTotals = categoryTotals.filter(\n      (total) => total.year_month === Number(format(historyDate, 'yyyyMM')),\n    )\n    const totalAmount = monthlyTotals.reduce((acc, curr) => acc + curr.total, 0)\n\n    monthlyAmounts.push({\n      amount: totalAmount,\n      isoDate: format(historyDate, 'yyyy-MM-dd'),\n      label: formatDate(historyDate, DATE_FORMATS_INTL.MONTH_YEAR),\n    })\n  }\n\n  return monthlyAmounts\n}\n\nexport const findCategory = (\n  categories: Category[],\n  categoryGuid: string | undefined,\n): Category | undefined => {\n  return categories.find((c) => c.guid === categoryGuid)\n}\n\nexport const findDetailedCategory = (\n  detailedCategories: DetailedCategory[],\n  guid: string | undefined,\n): DetailedCategory | undefined => {\n  return detailedCategories.find((dc) => dc.guid === guid)\n}\n\nexport const findDetailedSubCategory = (\n  detailedCategories: DetailedCategory[],\n  guid: string | undefined,\n): DetailedCategory | undefined => {\n  const parent = detailedCategories.find((dc) => dc.subCategories.find((sc) => sc.guid === guid))\n  if (!parent) return undefined\n\n  return parent.subCategories.find((sc) => sc.guid === guid)\n}\n\nexport const findCategoryTotalsByParent = (\n  categories: Category[],\n  dateRangeTotals: DateRangeCategoryTotals[],\n): CategoryTotal[] => {\n  const categoryTotals = [] as CategoryTotal[]\n\n  // Iterate over the category data from BE and roll up all categories into parent categories\n  // acc is the accumulated category totals of type CategoryTotal that is initialized as an empty []\n  // curr is the current DateRangeCategoryTotal\n\n  for (const dateRangeTotal of dateRangeTotals) {\n    const category = findCategory(categories, dateRangeTotal.category_guid)\n    if (!category) continue\n\n    const parentGuid = category.parent_guid ?? category.guid\n    const parentCategory = findCategory(categories, parentGuid)\n    if (!parentCategory) continue\n\n    const categoryTotal = {\n      amount: dateRangeTotal.total,\n      category,\n      guid: category.guid,\n      subCategoryTotals: [],\n    }\n\n    const parentCategoryTotal = categoryTotals.find((ct) => ct.guid === parentGuid)\n    if (parentCategoryTotal) {\n      parentCategoryTotal.amount += dateRangeTotal.total\n      parentCategoryTotal.subCategoryTotals.push(categoryTotal)\n    } else {\n      categoryTotals.push({\n        amount: dateRangeTotal.total,\n        category: parentCategory,\n        guid: parentGuid,\n        subCategoryTotals: [categoryTotal],\n      })\n    }\n  }\n\n  return categoryTotals\n}\n\nexport const isIncome = (categories: Category[], guid: string) => {\n  const category = categories.find((c) => c.guid === guid)\n  if (!category) return false\n\n  return category.guid === CategoryGuids.INCOME || category.parent_guid === CategoryGuids.INCOME\n}\n"],"mappings":";;;;;;;AA6BA,IAAM,IAAyB,GACzB,IAAoB,IAYb,IAAA,CAA4B,GAAoB,MAA+B;AAC1F,QAAM,IAAgB,EAAK,qBAAqB,EAAS,IAAA;AACzD,SAAO,IAAgB,EAAc,QAAQ,UAAU,GAAG,IAAI,EAAS;AACzE,GASa,IAAA,CACX,GACA,GACA,GACA,MAEO,EACJ,OAAA,CAAQ,MAAa,CAAC,EAAS,WAAW,EAC1C,IAAA,CAAK,MACJ,EACE,GACA,GACA,GACA,GACA,EAAW,OAAA,CAAQ,MAAM,EAAE,gBAAgB,EAAS,IAAI,CAC1D,CACF,GAGS,IAAA,CAAoB,GAAc,MAAiB;AAC9D,QAAM,IAAe,EAAiB,KAAA,CAAM,MAAM,EAAE,SAAS,CAAI;AACjE,SAAK,IAEE,EAAM,QAAQ,WAAW,EAAa,SAAA,KAA6C,KAFhE,EAAM,QAAQ,WAAW,iBAAiB;AAGtE,GAcM,IAAA,CACJ,GACA,GACA,GACA,GACA,IAA4B,CAAC,MACR;AACrB,QAAM,IAAO,EAAS,MAChB,IAAa,EAAS,eAAe,GACrC,IAAW,MAAS,GAEpB,IAAgB,EAAsB,KAAA,CAAM,MAAM,EAAE,kBAAkB,CAAI,GAAG,SAAS,GACtF,IAAiB,EACrB,EAAsB,OAAA,CAAQ,MAAU,EAAM,kBAAkB,CAAI,CACtE,GACM,IAAsB,EAC1B,EAAsB,OAAA,CACnB,MAAU,EAAM,kBAAkB,KAAQ,EAAM,4BAA4B,CAC/E,CACF,GACM,IAAwB,EAAc,IAAA,CAAK,MAC/C,EAAoB,GAAa,GAAM,GAAuB,CAAqB,CACrF,GACM,IAAc,EAAsB,OAAA,CACvC,GAAO,MAAY,IAAQ,EAAQ,eACpC,CACF,GAEM,IAAO,EAAyB,GAAU,CAAI;AAEpD,SAAO;AAAA,IACL,GAAG;AAAA,IACH,eAAA;AAAA,IACA,eAAe,EAAW,CAAc;AAAA,IACxC,OAAO,EAAe,CAAA;AAAA,IACtB,MAAM,EAAa,CAAA;AAAA,IACnB,YAAY,MAAe,EAAc;AAAA,IACzC,gBAAA;AAAA,IACA,MAAA;AAAA,IACA,eAAe;AAAA,IACf,aAAa,IAAW,IAAc;AAAA,IACtC,oBAAoB,EAAW,CAAmB;AAAA,IAClD,qBAAqB,IAAW,IAAsB,CAAC;AAAA,EACzD;AACF,GAMa,IAAA,CACX,GACA,MAEO,EAAmB,IAAA,CAAK,MAAa;AAC1C,QAAM,IAAuB,EAAa,OAAA,CACvC,MACC,EAAY,kBAAkB,EAAS,QACvC,EAAY,4BAA4B,EAAS,IACrD;AAEA,SAAO;AAAA,IACL,GAAG;AAAA,IACH,cAAc;AAAA,EAChB;AACF,CAAC,GAQG,IAAA,CACJ,GACA,IAAoB,MACT;AACX,QAAM,IAAa,IAAY,QAAQ,SAAS,QAAQ,SAAS;AAEjE,SAAO,KAAK,KACV,KAAK,IACH,GACA,EAAe,MAAM,CAAC,CAAU,EAAE,OAAA,CAAQ,GAAO,MAAY,IAAQ,EAAQ,QAAQ,CAAC,IACpF,CACJ,CACF;AACF,GAMM,IAAA,CAAqB,MAA6D;AACtF,QAAM,IAAkC,CAAC,GACnC,IAAQ,EAAa;AAC3B,WAAS,IAAI,GAAG,KAAK,GAAmB,KAAK;AAC3C,UAAM,IAAc,EAAa,EAAU,GAAO,IAAoB,CAAC,CAAC,GAIlE,IAHgB,EAAe,OAAA,CAClC,MAAU,EAAM,eAAe,OAAO,EAAO,GAAa,QAAQ,CAAC,CAElD,EAAc,OAAA,CAAQ,GAAK,MAAS,IAAM,EAAK,OAAO,CAAC;AAE3E,IAAA,EAAe,KAAK;AAAA,MAClB,QAAQ;AAAA,MACR,SAAS,EAAO,GAAa,YAAY;AAAA,MACzC,OAAO,EAAW,GAAa,EAAkB,UAAU;AAAA,IAC7D,CAAC;AAAA,EACH;AAEA,SAAO;AACT,GASa,IAAA,CACX,GACA,MAEO,EAAmB,KAAA,CAAM,MAAO,EAAG,SAAS,CAAI,GAG5C,IAAA,CACX,GACA,MACiC;AACjC,QAAM,IAAS,EAAmB,KAAA,CAAM,MAAO,EAAG,cAAc,KAAA,CAAM,MAAO,EAAG,SAAS,CAAI,CAAC;AAC9F,MAAK;AAEL,WAAO,EAAO,cAAc,KAAA,CAAM,MAAO,EAAG,SAAS,CAAI;AAC3D"}

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

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

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 ?? 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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;