@mx-cartographer/experiences 9.4.57 → 9.4.59

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

@@ -1 +1 @@
-{"version":3,"file":"BudgetsStore.es.js","names":[],"sources":["../../../src/core/stores/BudgetsStore.ts"],"sourcesContent":["import { makeAutoObservable, reaction, runInAction } from 'mobx'\n\nimport { endOfMonth } from 'date-fns/endOfMonth'\nimport { startOfMonth } from 'date-fns/startOfMonth'\nimport { startOfToday } from 'date-fns/startOfToday'\n\nimport { Theme } from '@mui/system'\n\nimport { BudgetsApi } from '../api'\nimport { upsertByGuid } from '../utils/upsertByGuid'\nimport { CategoryGuids } from '../constants'\nimport { augmentBudgets, findBudget, findSubBudget } from '../utils/BudgetUtil'\n\nimport { GlobalStore } from './GlobalStore'\n\nimport type {\n  Budget,\n  Category,\n  DateRange,\n  DetailedBudget,\n  DetailedCategory,\n  MerchantBudget,\n} from '../types'\n\nexport class BudgetsStore {\n  api: BudgetsApi = new BudgetsApi('/', '')\n\n  globalStore: GlobalStore\n\n  alert: { msg: string; severity: 'success' | 'error' } | null = null\n  dateRange: DateRange = { start: startOfMonth(startOfToday()), end: endOfMonth(startOfToday()) }\n  budgets: Budget[] = []\n  selectedBudget: DetailedBudget | undefined\n  selectedSubBudget: DetailedBudget | undefined\n  isDataLoaded = false\n  theme = {} as Theme\n  merchantBudgets: MerchantBudget[] = []\n\n  constructor(globalStore: GlobalStore) {\n    this.globalStore = globalStore\n    this.api = new BudgetsApi(globalStore.endpoint, globalStore.sessionToken, globalStore.onError)\n\n    makeAutoObservable(this)\n  }\n\n  loadBudgetData = async () => {\n    if (!this.globalStore.recurringTransactionsStore.isDataLoaded) {\n      await this.globalStore.recurringTransactionsStore.loadRepeatingTransactionData()\n    }\n    await this.loadBudgets()\n\n    /** Reaction to update the selected budget/sub-budget if detailedBudgets is updated **/\n    reaction(\n      () => this.detailedBudgets,\n      (detailedBudgets) => {\n        if (detailedBudgets) {\n          const budget = this.selectedBudget\n          if (budget) {\n            this.selectedBudget = findBudget(detailedBudgets, budget.guid)\n          }\n\n          const subBudget = this.selectedSubBudget\n          if (subBudget && subBudget.parent_guid) {\n            this.selectedSubBudget = findSubBudget(\n              detailedBudgets,\n              subBudget.guid,\n              subBudget.parent_guid,\n            )\n          }\n        }\n      },\n    )\n  }\n\n  get detailedBudgets(): DetailedBudget[] {\n    return augmentBudgets(\n      this.budgets.filter(\n        (budget: Budget) =>\n          budget.category_guid !== CategoryGuids.INCOME &&\n          budget.category_guid !== CategoryGuids.TRANSFER &&\n          budget.category_guid !== CategoryGuids.INVESTMENTS,\n      ),\n      this.globalStore.categoryStore.detailedCategories,\n      this.globalStore.copyStore.copy.budgets,\n      this.theme,\n    ).sort((a, b) => {\n      if (a.percentage > b.percentage) return -1\n      if (a.percentage < b.percentage) return 1\n      return 0\n    })\n  }\n\n  // TODO: Replace this with income from recurring transactions. Income budgets are deprecated.\n  get incomeBudget(): number | undefined {\n    const filteredBudgets = augmentBudgets(\n      this.budgets.filter((budget: Budget) => !budget.parent_guid),\n      this.globalStore.categoryStore.detailedCategories,\n      this.globalStore.copyStore.copy.budgets,\n      this.theme,\n    )\n\n    const incomeBudget = filteredBudgets.reduce(\n      (acc, curr) => {\n        if (curr.category_guid !== CategoryGuids.INCOME) return acc\n        if (!acc || curr.percentage > acc.percentage) return curr\n        return acc\n      },\n      undefined as DetailedBudget | undefined,\n    )\n\n    return incomeBudget?.amount\n  }\n\n  get unbudgetedCategories(): DetailedCategory[] {\n    return this.globalStore.categoryStore.spendCategories.filter(\n      (category) => !this.detailedBudgets.find((budget) => budget.category_guid === category.guid),\n    )\n  }\n\n  get totalBudgeted(): number {\n    return this.detailedBudgets.reduce((total, budget) => total + budget.amount, 0)\n  }\n\n  addBudget = async (category: Category, amount: number, parentGuid: string | null = null) => {\n    try {\n      const budget = await this.api.addBudget(category, amount, parentGuid)\n      runInAction(() => {\n        this.budgets = upsertByGuid(this.budgets, budget)\n      })\n    } catch (error) {\n      console.error('Error adding budget:', error)\n      this.globalStore.captureException(error, { store: 'BudgetsStore' })\n    }\n  }\n\n  deleteBudget = async (guid: string): Promise<boolean> => {\n    const guids = [guid, ...this.budgets.filter((b) => b.parent_guid === guid).map((b) => b.guid)]\n    const results = await Promise.allSettled(guids.map((g) => this.api.deleteBudget(g)))\n    const deleted = new Set(guids.filter((_, i) => results[i].status === 'fulfilled'))\n    runInAction(() => {\n      this.budgets = this.budgets.filter((b) => !deleted.has(b.guid))\n    })\n    let failed = false\n    for (const [i, r] of results.entries()) {\n      if (r.status === 'rejected') {\n        failed = true\n        console.error('Error deleting budget:', r.reason)\n        this.globalStore.captureException(r.reason, { store: 'BudgetsStore', guid: guids[i] })\n      }\n    }\n    return !failed\n  }\n\n  loadBudgets = async () => {\n    try {\n      const budgets = await this.api.getBudgets()\n      this.setBudgets(budgets)\n    } catch (error) {\n      console.error('Error occurred while loading budgets:', error)\n      this.globalStore.captureException(error, { store: 'BudgetsStore' })\n      throw error\n    }\n  }\n\n  setAlert = (alert: { msg: string; severity: 'success' | 'error' } | null) => (this.alert = alert)\n\n  setBudgets = (budgets: Budget[]) => {\n    this.budgets = budgets\n    this.isDataLoaded = true\n  }\n\n  setDateRange = (dateRange: DateRange) => (this.dateRange = dateRange)\n\n  setSelectedBudget = (budget: DetailedBudget | undefined) => (this.selectedBudget = budget)\n\n  setSelectedSubBudget = (budget: DetailedBudget | undefined) => (this.selectedSubBudget = budget)\n\n  setTheme = (theme: Theme) => (this.theme = theme)\n\n  /**\n   * Recalculate budget by using the average amount from top-level categories\n   * @param categories Detailed categories\n   */\n  recalculateBudgets = async (categories: DetailedCategory[]) => {\n    try {\n      for (const category of categories) {\n        const budget = this.budgets.find((budget) => budget.category_guid === category.guid)\n        if (budget) {\n          await this.api.updateBudget({\n            ...budget,\n            amount: category.totalAverageAmount,\n          })\n        } else {\n          await this.api.addBudget(category, category.totalAverageAmount)\n        }\n      }\n      const budgetsToDelete = this.budgets.filter(\n        (budget) => !categories.find((c) => c.guid === budget.category_guid),\n      )\n\n      for (const budgetToDelete of budgetsToDelete) {\n        await this.api.deleteBudget(budgetToDelete.guid)\n      }\n\n      await this.loadBudgets()\n\n      return { data: this.budgets, isSuccess: true }\n    } catch (error) {\n      console.error('Error recalculating budgets:', error)\n      this.globalStore.captureException(error, { store: 'BudgetsStore' })\n      // Some budgets may have saved before the failure; reload so a retry updates them.\n      await this.loadBudgets().catch(() => undefined)\n      return { data: [], isSuccess: false }\n    }\n  }\n\n  updateBudget = async (budget: Budget): Promise<boolean> => {\n    try {\n      const updatedBudget = await this.api.updateBudget(budget)\n\n      runInAction(() => {\n        const index = this.budgets.findIndex((b) => b.guid === budget.guid)\n        if (index >= 0) {\n          this.budgets[index] = updatedBudget\n        }\n      })\n      return true\n    } catch (error) {\n      console.error('Error updating budget:', error)\n      this.globalStore.captureException(error, { store: 'BudgetsStore' })\n      return false\n    }\n  }\n\n  getMerchantBudgetByMerchantGuid = (merchantGuid: string): MerchantBudget | undefined => {\n    return this.merchantBudgets.find(\n      (eachMerchantBudget) => eachMerchantBudget?.merchant_guid === merchantGuid,\n    )\n  }\n\n  setMerchantBudgets = (merchantBudgets: MerchantBudget[]) => {\n    this.merchantBudgets = merchantBudgets\n  }\n\n  addMerchantBudget = async (merchantGuid: string, amount: number) => {\n    try {\n      const newMerchantBudget = await this.api.addMerchantBudget(merchantGuid, amount)\n\n      runInAction(() => {\n        this.merchantBudgets = upsertByGuid(this.merchantBudgets, newMerchantBudget)\n      })\n      return { isSuccess: true }\n    } catch (error) {\n      console.error('Error adding merchant budget:', error)\n      this.globalStore.captureException(error, { store: 'BudgetsStore' })\n      return { isSuccess: false }\n    }\n  }\n\n  updateMerchantBudget = async (merchantBudget: MerchantBudget) => {\n    try {\n      const { guid: merchantBudgetGuid, amount } = merchantBudget\n      const updatedMerchantBudget = await this.api.updateMerchantBudget(merchantBudgetGuid, amount)\n\n      runInAction(() => {\n        const index = this.merchantBudgets.findIndex((b) => b.guid === merchantBudget.guid)\n        if (index >= 0) {\n          this.merchantBudgets[index] = updatedMerchantBudget\n        }\n      })\n      return { isSuccess: true }\n    } catch (error) {\n      console.error('Error updating merchant budget:', error)\n      this.globalStore.captureException(error, { store: 'BudgetsStore' })\n      return { isSuccess: false }\n    }\n  }\n\n  deleteMerchantBudget = async (merchantBudgetGuid: string) => {\n    try {\n      await this.api.deleteMerchantBudget(merchantBudgetGuid)\n\n      runInAction(() => {\n        this.merchantBudgets = this.merchantBudgets.filter((b) => b.guid !== merchantBudgetGuid)\n      })\n      return { isSuccess: true }\n    } catch (error) {\n      console.error('Error deleting merchant budget:', error)\n      this.globalStore.captureException(error, { store: 'BudgetsStore' })\n      return { isSuccess: false }\n    }\n  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+{"version":3,"file":"BudgetsStore.es.js","names":[],"sources":["../../../src/core/stores/BudgetsStore.ts"],"sourcesContent":["import { makeAutoObservable, reaction, runInAction } from 'mobx'\n\nimport { endOfMonth } from 'date-fns/endOfMonth'\nimport { startOfMonth } from 'date-fns/startOfMonth'\nimport { startOfToday } from 'date-fns/startOfToday'\n\nimport { Theme } from '@mui/system'\n\nimport { BudgetsApi } from '../api'\nimport { upsertByGuid } from '../utils/upsertByGuid'\nimport { CategoryGuids } from '../constants'\nimport { augmentBudgets, findBudget, findSubBudget } from '../utils/BudgetUtil'\n\nimport { GlobalStore } from './GlobalStore'\n\nimport type {\n  Budget,\n  Category,\n  DateRange,\n  DetailedBudget,\n  DetailedCategory,\n  MerchantBudget,\n} from '../types'\n\nexport class BudgetsStore {\n  api: BudgetsApi = new BudgetsApi('/', '')\n\n  globalStore: GlobalStore\n\n  alert: { msg: string; severity: 'success' | 'error' } | null = null\n  dateRange: DateRange = { start: startOfMonth(startOfToday()), end: endOfMonth(startOfToday()) }\n  budgets: Budget[] = []\n  selectedBudget: DetailedBudget | undefined\n  selectedSubBudget: DetailedBudget | undefined\n  isDataLoaded = false\n  theme = {} as Theme\n  merchantBudgets: MerchantBudget[] = []\n\n  constructor(globalStore: GlobalStore) {\n    this.globalStore = globalStore\n    this.api = new BudgetsApi(globalStore.endpoint, globalStore.sessionToken, globalStore.onError)\n\n    makeAutoObservable(this)\n  }\n\n  loadBudgetData = async () => {\n    if (!this.globalStore.recurringTransactionsStore.isDataLoaded) {\n      await this.globalStore.recurringTransactionsStore.loadRepeatingTransactionData()\n    }\n    await this.loadBudgets()\n\n    /** Reaction to update the selected budget/sub-budget if detailedBudgets is updated **/\n    reaction(\n      () => this.detailedBudgets,\n      (detailedBudgets) => {\n        if (detailedBudgets) {\n          const budget = this.selectedBudget\n          if (budget) {\n            this.selectedBudget = findBudget(detailedBudgets, budget.guid)\n          }\n\n          const subBudget = this.selectedSubBudget\n          if (subBudget && subBudget.parent_guid) {\n            this.selectedSubBudget = findSubBudget(\n              detailedBudgets,\n              subBudget.guid,\n              subBudget.parent_guid,\n            )\n          }\n        }\n      },\n    )\n  }\n\n  get detailedBudgets(): DetailedBudget[] {\n    return augmentBudgets(\n      this.budgets.filter(\n        (budget: Budget) =>\n          budget.category_guid !== CategoryGuids.INCOME &&\n          budget.category_guid !== CategoryGuids.TRANSFER &&\n          budget.category_guid !== CategoryGuids.INVESTMENTS,\n      ),\n      this.globalStore.categoryStore.detailedCategories,\n      this.globalStore.copyStore.copy.budgets,\n      this.theme,\n    ).sort((a, b) => {\n      if (a.percentage > b.percentage) return -1\n      if (a.percentage < b.percentage) return 1\n      return 0\n    })\n  }\n\n  // TODO: Replace this with income from recurring transactions. Income budgets are deprecated.\n  get incomeBudget(): number | undefined {\n    const filteredBudgets = augmentBudgets(\n      this.budgets.filter((budget: Budget) => !budget.parent_guid),\n      this.globalStore.categoryStore.detailedCategories,\n      this.globalStore.copyStore.copy.budgets,\n      this.theme,\n    )\n\n    const incomeBudget = filteredBudgets.reduce(\n      (acc, curr) => {\n        if (curr.category_guid !== CategoryGuids.INCOME) return acc\n        if (!acc || curr.percentage > acc.percentage) return curr\n        return acc\n      },\n      undefined as DetailedBudget | undefined,\n    )\n\n    return incomeBudget?.amount\n  }\n\n  get unbudgetedCategories(): DetailedCategory[] {\n    return this.globalStore.categoryStore.spendCategories.filter(\n      (category) => !this.detailedBudgets.find((budget) => budget.category_guid === category.guid),\n    )\n  }\n\n  get totalBudgeted(): number {\n    return this.detailedBudgets.reduce((total, budget) => total + budget.amount, 0)\n  }\n\n  /** Resolves `true` when the budget was created, `false` when the API call failed. */\n  addBudget = async (\n    category: Category,\n    amount: number,\n    parentGuid: string | null = null,\n  ): Promise<boolean> => {\n    try {\n      const budget = await this.api.addBudget(category, amount, parentGuid)\n      runInAction(() => {\n        this.budgets = upsertByGuid(this.budgets, budget)\n      })\n      return true\n    } catch (error) {\n      console.error('Error adding budget:', error)\n      this.globalStore.captureException(error, { store: 'BudgetsStore' })\n      return false\n    }\n  }\n\n  deleteBudget = async (guid: string): Promise<boolean> => {\n    const guids = [guid, ...this.budgets.filter((b) => b.parent_guid === guid).map((b) => b.guid)]\n    const results = await Promise.allSettled(guids.map((g) => this.api.deleteBudget(g)))\n    const deleted = new Set(guids.filter((_, i) => results[i].status === 'fulfilled'))\n    runInAction(() => {\n      this.budgets = this.budgets.filter((b) => !deleted.has(b.guid))\n    })\n    let failed = false\n    for (const [i, r] of results.entries()) {\n      if (r.status === 'rejected') {\n        failed = true\n        console.error('Error deleting budget:', r.reason)\n        this.globalStore.captureException(r.reason, { store: 'BudgetsStore', guid: guids[i] })\n      }\n    }\n    return !failed\n  }\n\n  loadBudgets = async () => {\n    try {\n      const budgets = await this.api.getBudgets()\n      this.setBudgets(budgets)\n    } catch (error) {\n      console.error('Error occurred while loading budgets:', error)\n      this.globalStore.captureException(error, { store: 'BudgetsStore' })\n      throw error\n    }\n  }\n\n  setAlert = (alert: { msg: string; severity: 'success' | 'error' } | null) => (this.alert = alert)\n\n  setBudgets = (budgets: Budget[]) => {\n    this.budgets = budgets\n    this.isDataLoaded = true\n  }\n\n  setDateRange = (dateRange: DateRange) => (this.dateRange = dateRange)\n\n  setSelectedBudget = (budget: DetailedBudget | undefined) => (this.selectedBudget = budget)\n\n  setSelectedSubBudget = (budget: DetailedBudget | undefined) => (this.selectedSubBudget = budget)\n\n  setTheme = (theme: Theme) => (this.theme = theme)\n\n  /**\n   * Recalculate budget by using the average amount from top-level categories\n   * @param categories Detailed categories\n   */\n  recalculateBudgets = async (categories: DetailedCategory[]) => {\n    try {\n      for (const category of categories) {\n        const budget = this.budgets.find((budget) => budget.category_guid === category.guid)\n        if (budget) {\n          await this.api.updateBudget({\n            ...budget,\n            amount: category.totalAverageAmount,\n          })\n        } else {\n          await this.api.addBudget(category, category.totalAverageAmount)\n        }\n      }\n      const budgetsToDelete = this.budgets.filter(\n        (budget) => !categories.find((c) => c.guid === budget.category_guid),\n      )\n\n      for (const budgetToDelete of budgetsToDelete) {\n        await this.api.deleteBudget(budgetToDelete.guid)\n      }\n\n      await this.loadBudgets()\n\n      return { data: this.budgets, isSuccess: true }\n    } catch (error) {\n      console.error('Error recalculating budgets:', error)\n      this.globalStore.captureException(error, { store: 'BudgetsStore' })\n      // Some budgets may have saved before the failure; reload so a retry updates them.\n      await this.loadBudgets().catch(() => undefined)\n      return { data: [], isSuccess: false }\n    }\n  }\n\n  updateBudget = async (budget: Budget): Promise<boolean> => {\n    try {\n      const updatedBudget = await this.api.updateBudget(budget)\n\n      runInAction(() => {\n        const index = this.budgets.findIndex((b) => b.guid === budget.guid)\n        if (index >= 0) {\n          this.budgets[index] = updatedBudget\n        }\n      })\n      return true\n    } catch (error) {\n      console.error('Error updating budget:', error)\n      this.globalStore.captureException(error, { store: 'BudgetsStore' })\n      return false\n    }\n  }\n\n  getMerchantBudgetByMerchantGuid = (merchantGuid: string): MerchantBudget | undefined => {\n    return this.merchantBudgets.find(\n      (eachMerchantBudget) => eachMerchantBudget?.merchant_guid === merchantGuid,\n    )\n  }\n\n  setMerchantBudgets = (merchantBudgets: MerchantBudget[]) => {\n    this.merchantBudgets = merchantBudgets\n  }\n\n  addMerchantBudget = async (merchantGuid: string, amount: number) => {\n    try {\n      const newMerchantBudget = await this.api.addMerchantBudget(merchantGuid, amount)\n\n      runInAction(() => {\n        this.merchantBudgets = upsertByGuid(this.merchantBudgets, newMerchantBudget)\n      })\n      return { isSuccess: true }\n    } catch (error) {\n      console.error('Error adding merchant budget:', error)\n      this.globalStore.captureException(error, { store: 'BudgetsStore' })\n      return { isSuccess: false }\n    }\n  }\n\n  updateMerchantBudget = async (merchantBudget: MerchantBudget) => {\n    try {\n      const { guid: merchantBudgetGuid, amount } = merchantBudget\n      const updatedMerchantBudget = await this.api.updateMerchantBudget(merchantBudgetGuid, amount)\n\n      runInAction(() => {\n        const index = this.merchantBudgets.findIndex((b) => b.guid === merchantBudget.guid)\n        if (index >= 0) {\n          this.merchantBudgets[index] = updatedMerchantBudget\n        }\n      })\n      return { isSuccess: true }\n    } catch (error) {\n      console.error('Error updating merchant budget:', error)\n      this.globalStore.captureException(error, { store: 'BudgetsStore' })\n      return { isSuccess: false }\n    }\n  }\n\n  deleteMerchantBudget = async (merchantBudgetGuid: string) => {\n    try {\n      await this.api.deleteMerchantBudget(merchantBudgetGuid)\n\n      runInAction(() => {\n        this.merchantBudgets = this.merchantBudgets.filter((b) => b.guid !== merchantBudgetGuid)\n      })\n      return { isSuccess: true }\n    } catch (error) {\n      console.error('Error deleting merchant budget:', error)\n      this.globalStore.captureException(error, { store: 'BudgetsStore' })\n      return { isSuccess: false }\n    }\n  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package/dist/core/stores/InsightsV2Store.es.js.map

@@ -1 +1 @@
-{"version":3,"file":"InsightsV2Store.es.js","names":[],"sources":["../../../src/core/stores/InsightsV2Store.ts"],"sourcesContent":["import { makeAutoObservable } from 'mobx'\n\nimport type { GlobalStore } from './GlobalStore'\n\nexport type ActionDrawerTrigger = 'primaryCta' | 'secondaryCta' | 'chartBar'\n\nexport interface ActionDrawerState {\n  isDrawerOpen: boolean\n  trigger: ActionDrawerTrigger\n  guid: string\n  /**\n   * Block-specific drilldown data for the current drawer SESSION, opaque to the\n   * store. Each action block defines and reads its own shape (via\n   * useActionContext<T>()). Chart drilldowns put `{ chartBarIndex, tabIndex }`\n   * here; CTAs carry none.\n   *\n   * This is an accumulating bag, not a single owner's value: a nested drawer\n   * (e.g. TransactionDetailsBlock opened from a row inside TransactionHistory\n   * Block) adds its own key via `setActionContext` ON TOP of whatever the outer\n   * drawer already put here, so the outer block's own context survives while the\n   * nested block is open. It resets to a clean slate only when a NEW drawer\n   * session starts (`openActionDrawer`/`openCtaDrawer`, which fully replace the\n   * envelope) — not on every `setActionContext` call.\n   */\n  context: unknown\n}\n\nexport const CLOSED_ACTION_DRAWER: ActionDrawerState = {\n  isDrawerOpen: false,\n  trigger: 'primaryCta',\n  guid: '',\n  context: undefined,\n}\n\ninterface OpenActionDrawerArgs {\n  guid: string\n  trigger: ActionDrawerTrigger\n  context?: unknown\n}\n\n/**\n * UI state shared across the insights-v2 widget tree. Owns the action drawer so\n * cards, charts, and action blocks coordinate through the store instead of prop\n * drilling. The drawer state is a fixed envelope (isDrawerOpen/guid/trigger) plus\n * an opaque `context` bag, so per-block drilldown data never leaks into this shape.\n */\nexport class InsightsV2Store {\n  globalStore: GlobalStore\n\n  actionDrawer: ActionDrawerState = CLOSED_ACTION_DRAWER\n\n  constructor(globalStore: GlobalStore) {\n    this.globalStore = globalStore\n\n    makeAutoObservable(this)\n  }\n\n  /**\n   * Merges keys into the current drawer session's context bag — it does NOT\n   * replace it. A nested drawer (e.g. a row click inside TransactionHistoryBlock\n   * opening TransactionDetailsBlock) calls this to layer its own key (e.g.\n   * `transaction_guid`) on top of whatever context the outer drawer already set\n   * (e.g. `chartBarIndex`), so the outer block keeps reading its own keys via\n   * useActionContext while the nested block is open. The bag only returns to a\n   * clean slate when a new drawer session starts via `openActionDrawer`/\n   * `openCtaDrawer`, which fully replace the envelope.\n   */\n  setActionContext = (context: Record<string, unknown>) => {\n    this.actionDrawer = {\n      ...this.actionDrawer,\n      context: { ...(this.actionDrawer.context as Record<string, unknown> | undefined), ...context },\n    }\n  }\n\n  /**\n   * Generic drawer opener — the only opener a new action block needs. Pass the\n   * beat guid, the CTA/source that triggered it, and (optionally) a block-specific\n   * context object the block reads back via useActionContext.\n   */\n  openActionDrawer = ({ guid, trigger, context }: OpenActionDrawerArgs) => {\n    this.actionDrawer = { isDrawerOpen: true, trigger, guid, context }\n  }\n\n  /** Convenience opener for CTA drawers (no drilldown context). */\n  openCtaDrawer = (guid: string, trigger: 'primaryCta' | 'secondaryCta') => {\n    this.openActionDrawer({ guid, trigger })\n  }\n\n  closeActionDrawer = () => {\n    // Preserve `trigger` + `context` so the drawer keeps its variant-specific\n    // title/content through the slide-out animation (ActionBlockLayer stays\n    // mounted while closing). Only flip isDrawerOpen off and clear the beat guid.\n    this.actionDrawer = { ...this.actionDrawer, isDrawerOpen: false, guid: '' }\n  }\n}\n"],"mappings":";AA2BA,IAAa,IAA0C;AAAA,EACrD,cAAc;AAAA,EACd,SAAS;AAAA,EACT,MAAM;AAAA,EACN,SAAS;AACX,GAca,IAAb,MAA6B;AAAA,EAC3B;AAAA,EAEA,eAAkC;AAAA,EAElC,YAAY,GAA0B;AACpC,SAAK,cAAc,GAEnB,EAAmB,IAAI;AAAA,EACzB;AAAA,EAYA,mBAAA,CAAoB,MAAqC;AACvD,SAAK,eAAe;AAAA,MAClB,GAAG,KAAK;AAAA,MACR,SAAS;AAAA,QAAE,GAAI,KAAK,aAAa;AAAA,QAAiD,GAAG;AAAA,MAAQ;AAAA,IAC/F;AAAA,EACF;AAAA,EAOA,mBAAA,CAAoB,EAAE,MAAA,GAAM,SAAA,GAAS,SAAA,EAAA,MAAoC;AACvE,SAAK,eAAe;AAAA,MAAE,cAAc;AAAA,MAAM,SAAA;AAAA,MAAS,MAAA;AAAA,MAAM,SAAA;AAAA,IAAQ;AAAA,EACnE;AAAA,EAGA,gBAAA,CAAiB,GAAc,MAA2C;AACxE,SAAK,iBAAiB;AAAA,MAAE,MAAA;AAAA,MAAM,SAAA;AAAA,IAAQ,CAAC;AAAA,EACzC;AAAA,EAEA,oBAAA,MAA0B;AAIxB,SAAK,eAAe;AAAA,MAAE,GAAG,KAAK;AAAA,MAAc,cAAc;AAAA,MAAO,MAAM;AAAA,IAAG;AAAA,EAC5E;AACF"}
+{"version":3,"file":"InsightsV2Store.es.js","names":[],"sources":["../../../src/core/stores/InsightsV2Store.ts"],"sourcesContent":["import { makeAutoObservable } from 'mobx'\n\nimport type { GlobalStore } from './GlobalStore'\n\nexport type ActionDrawerTrigger = 'primaryCta' | 'secondaryCta' | 'chartBar'\n\nexport interface ActionDrawerState {\n  isDrawerOpen: boolean\n  trigger: ActionDrawerTrigger\n  guid: string\n  /**\n   * Block-specific drilldown data for the current drawer SESSION, opaque to the\n   * store. Each action block defines and reads its own shape (via\n   * useActionContext<T>()). Chart drilldowns put `{ chartBarIndex, tabIndex }`\n   * here; CTAs carry none.\n   *\n   * This is an accumulating bag, not a single owner's value: a nested drawer\n   * (e.g. TransactionDetailsBlock opened from a row inside TransactionHistory\n   * Block) adds its own key via `setActionContext` ON TOP of whatever the outer\n   * drawer already put here, so the outer block's own context survives while the\n   * nested block is open. It resets to a clean slate only when a NEW drawer\n   * session starts (`openActionDrawer`/`openCtaDrawer`, which fully replace the\n   * envelope) — not on every `setActionContext` call.\n   */\n  context: unknown\n}\n\nexport const CLOSED_ACTION_DRAWER: ActionDrawerState = {\n  isDrawerOpen: false,\n  trigger: 'primaryCta',\n  guid: '',\n  context: undefined,\n}\n\ninterface OpenActionDrawerArgs {\n  guid: string\n  trigger: ActionDrawerTrigger\n  context?: unknown\n}\n\n/**\n * UI state shared across the insights-v2 widget tree. Owns the action drawer so\n * cards, charts, and action blocks coordinate through the store instead of prop\n * drilling. The drawer state is a fixed envelope (isDrawerOpen/guid/trigger) plus\n * an opaque `context` bag, so per-block drilldown data never leaks into this shape.\n */\nexport class InsightsV2Store {\n  globalStore: GlobalStore\n\n  actionDrawer: ActionDrawerState = CLOSED_ACTION_DRAWER\n\n  constructor(globalStore: GlobalStore) {\n    this.globalStore = globalStore\n\n    makeAutoObservable(this)\n  }\n\n  /**\n   * Merges keys into the current drawer session's context bag — it does NOT\n   * replace it. A nested drawer (e.g. a row click inside TransactionHistoryBlock\n   * opening TransactionDetailsBlock) calls this to layer its own key (e.g.\n   * `transaction_guid`) on top of whatever context the outer drawer already set\n   * (e.g. `chartBarIndex`), so the outer block keeps reading its own keys via\n   * useActionContext while the nested block is open. The bag only returns to a\n   * clean slate when a new drawer session starts via `openActionDrawer`/\n   * `openCtaDrawer`, which fully replace the envelope.\n   */\n  setActionContext = (context: Record<string, unknown>) => {\n    this.actionDrawer = {\n      ...this.actionDrawer,\n      context: {\n        ...(this.actionDrawer.context as Record<string, unknown> | undefined),\n        ...context,\n      },\n    }\n  }\n\n  /**\n   * Generic drawer opener — the only opener a new action block needs. Pass the\n   * beat guid, the CTA/source that triggered it, and (optionally) a block-specific\n   * context object the block reads back via useActionContext.\n   */\n  openActionDrawer = ({ guid, trigger, context }: OpenActionDrawerArgs) => {\n    this.actionDrawer = { isDrawerOpen: true, trigger, guid, context }\n  }\n\n  /** Convenience opener for CTA drawers (no drilldown context). */\n  openCtaDrawer = (guid: string, trigger: 'primaryCta' | 'secondaryCta') => {\n    this.openActionDrawer({ guid, trigger })\n  }\n\n  closeActionDrawer = () => {\n    // Preserve `trigger` + `context` so the drawer keeps its variant-specific\n    // title/content through the slide-out animation (ActionBlockLayer stays\n    // mounted while closing). Only flip isDrawerOpen off and clear the beat guid.\n    this.actionDrawer = { ...this.actionDrawer, isDrawerOpen: false, guid: '' }\n  }\n}\n"],"mappings":";AA2BA,IAAa,IAA0C;AAAA,EACrD,cAAc;AAAA,EACd,SAAS;AAAA,EACT,MAAM;AAAA,EACN,SAAS;AACX,GAca,IAAb,MAA6B;AAAA,EAC3B;AAAA,EAEA,eAAkC;AAAA,EAElC,YAAY,GAA0B;AACpC,SAAK,cAAc,GAEnB,EAAmB,IAAI;AAAA,EACzB;AAAA,EAYA,mBAAA,CAAoB,MAAqC;AACvD,SAAK,eAAe;AAAA,MAClB,GAAG,KAAK;AAAA,MACR,SAAS;AAAA,QACP,GAAI,KAAK,aAAa;AAAA,QACtB,GAAG;AAAA,MACL;AAAA,IACF;AAAA,EACF;AAAA,EAOA,mBAAA,CAAoB,EAAE,MAAA,GAAM,SAAA,GAAS,SAAA,EAAA,MAAoC;AACvE,SAAK,eAAe;AAAA,MAAE,cAAc;AAAA,MAAM,SAAA;AAAA,MAAS,MAAA;AAAA,MAAM,SAAA;AAAA,IAAQ;AAAA,EACnE;AAAA,EAGA,gBAAA,CAAiB,GAAc,MAA2C;AACxE,SAAK,iBAAiB;AAAA,MAAE,MAAA;AAAA,MAAM,SAAA;AAAA,IAAQ,CAAC;AAAA,EACzC;AAAA,EAEA,oBAAA,MAA0B;AAIxB,SAAK,eAAe;AAAA,MAAE,GAAG,KAAK;AAAA,MAAc,cAAc;AAAA,MAAO,MAAM;AAAA,IAAG;AAAA,EAC5E;AACF"}

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

@@ -45,7 +45,8 @@ export declare class SettingsStore {
     updateDevice: (device: Device) => Promise<{
         success: boolean;
     }>;
-    updateNotificationProfile: (profile: NotificationProfile) => Promise<void>;
+    /** Resolves `true` when the profile was saved, `false` when the API call failed. */
+    updateNotificationProfile: (profile: NotificationProfile) => Promise<boolean>;
     updateRuleCategory: (rule: TransactionRule) => Promise<void>;
     updateRulePayee: (rule: TransactionRule) => Promise<void>;
     updateUser: (user: User) => Promise<void>;

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

@@ -1,8 +1,8 @@
 import { SettingsApi as a } from "../api/SettingsApi.es.js";
 import { TransactionApi as n } from "../api/TransactionApi.es.js";
-import { AccountNotificationTypes as o, BudgetNotificationTypes as c, InsightNotificationTypes as l } from "../types/Notification.es.js";
+import { AccountNotificationTypes as r, BudgetNotificationTypes as c, InsightNotificationTypes as l } from "../types/Notification.es.js";
 import { augmentNotificationProfiles as u } from "../utils/SettingsUtil.es.js";
-import { makeAutoObservable as p, runInAction as r } from "mobx";
+import { makeAutoObservable as p, runInAction as o } from "mobx";
 var _ = class {
   globalStore;
   api = new a("/", "");
@@ -20,7 +20,7 @@ var _ = class {
   }
   get accountProfiles() {
     const t = this.globalStore.appDataStore.clientCommunicationProfile;
-    return this.detailedNotificationProfiles.filter((e) => e.notification_type === o.DebtPaymentReminder && t.debt_payment_reminder_notifications_enabled || e.notification_type === o.AccountBalanceLow && t.low_balance_notifications_enabled || e.notification_type === o.AccountDepositLarge && t.large_deposit_notifications_enabled || e.notification_type === o.TransactionExpenseLarge && t.large_expense_notifications_enabled || e.notification_type === o.TransactionFeeCharge && t.transaction_fee_notifications_enabled || e.notification_type === o.InternationalTransaction && t.transaction_is_international_notifications_enabled || e.notification_type === o.AccountDepositLargePosted && t.large_deposit_posted_notifications_enabled);
+    return this.detailedNotificationProfiles.filter((e) => e.notification_type === r.DebtPaymentReminder && t.debt_payment_reminder_notifications_enabled || e.notification_type === r.AccountBalanceLow && t.low_balance_notifications_enabled || e.notification_type === r.AccountDepositLarge && t.large_deposit_notifications_enabled || e.notification_type === r.TransactionExpenseLarge && t.large_expense_notifications_enabled || e.notification_type === r.TransactionFeeCharge && t.transaction_fee_notifications_enabled || e.notification_type === r.InternationalTransaction && t.transaction_is_international_notifications_enabled || e.notification_type === r.AccountDepositLargePosted && t.large_deposit_posted_notifications_enabled);
   }
   get budgetProfiles() {
     const t = this.globalStore.appDataStore.clientCommunicationProfile;
@@ -45,7 +45,7 @@ var _ = class {
     try {
       await this.api.deleteDevice(t);
       const e = this.devices.findIndex((i) => i.guid === t);
-      return e >= 0 && r(() => {
+      return e >= 0 && o(() => {
         this.devices.splice(e, 1);
       }), { success: !0 };
     } catch (e) {
@@ -70,7 +70,7 @@ var _ = class {
   loadDevices = async () => {
     try {
       const t = await this.api.getDevices();
-      r(() => {
+      o(() => {
         this.devices = t;
       });
     } catch (t) {
@@ -80,7 +80,7 @@ var _ = class {
   loadNotificationProfiles = async () => {
     try {
       const t = await this.api.getNotificationProfiles();
-      r(() => {
+      o(() => {
         this.notificationProfiles = t;
       });
     } catch (t) {
@@ -90,7 +90,7 @@ var _ = class {
   loadTransactionRules = async () => {
     try {
       const t = await this.transactionApi.getTransactionRules();
-      r(() => {
+      o(() => {
         this.transactionRules = t;
       });
     } catch (t) {
@@ -128,7 +128,7 @@ var _ = class {
   updateDevice = async (t) => {
     try {
       const e = await this.api.updateDevice(t), i = this.devices.findIndex((s) => s.guid === t.guid);
-      return i >= 0 && r(() => {
+      return i >= 0 && o(() => {
         this.devices[i] = e;
       }), { success: !0 };
     } catch (e) {
@@ -138,11 +138,11 @@ var _ = class {
   updateNotificationProfile = async (t) => {
     try {
       const e = await this.api.updateNotificationProfile(t), i = this.notificationProfiles.findIndex((s) => s.guid === t.guid);
-      i >= 0 && r(() => {
+      return i >= 0 && o(() => {
         this.notificationProfiles[i] = e;
-      });
+      }), !0;
     } catch (e) {
-      console.error("Error updating notification profile:", e), this.globalStore.captureException(e, { store: "SettingsStore" });
+      return console.error("Error updating notification profile:", e), this.globalStore.captureException(e, { store: "SettingsStore" }), !1;
     }
   };
   updateRuleCategory = async (t) => {

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

@@ -1 +1 @@
-{"version":3,"file":"SettingsStore.es.js","names":[],"sources":["../../../src/core/stores/SettingsStore.ts"],"sourcesContent":["import { makeAutoObservable, runInAction } from 'mobx'\n\nimport { AlertProps } from '@mui/material'\n\nimport {\n  AccountNotificationTypes,\n  BudgetNotificationTypes,\n  InsightNotificationTypes,\n} from '../types'\n\nimport type {\n  DetailedNotificationProfile,\n  Device,\n  NotificationProfile,\n  SettingsCopy,\n  TransactionRule,\n  User,\n  UserCommunicationProfile,\n} from '../types'\n\nimport { SettingsApi, TransactionApi } from '../api'\nimport { augmentNotificationProfiles } from '../utils/SettingsUtil'\n\nimport { GlobalStore } from './GlobalStore'\n\ninterface SettingsAlertProps {\n  message: string\n  severity: AlertProps['severity']\n}\n\nexport class SettingsStore {\n  globalStore: GlobalStore\n  api: SettingsApi = new SettingsApi('/', '')\n  transactionApi: TransactionApi = new TransactionApi('/', '')\n\n  alert: SettingsAlertProps = { message: '', severity: undefined }\n  devices: Device[] = []\n  notificationProfiles: NotificationProfile[] = []\n  selectedRule: TransactionRule | undefined = undefined\n  transactionRules: TransactionRule[] = []\n\n  constructor(globalStore: GlobalStore) {\n    this.globalStore = globalStore\n    this.api = new SettingsApi(globalStore.endpoint, globalStore.sessionToken, globalStore.onError)\n    this.transactionApi = new TransactionApi(\n      globalStore.endpoint,\n      globalStore.sessionToken,\n      globalStore.onError,\n    )\n\n    makeAutoObservable(this)\n  }\n\n  get accountProfiles() {\n    const ccp = this.globalStore.appDataStore.clientCommunicationProfile\n\n    // TODO: There has to be a better way to do this, but for now, it works\n    return this.detailedNotificationProfiles.filter(\n      (np) =>\n        (np.notification_type === AccountNotificationTypes.DebtPaymentReminder &&\n          ccp.debt_payment_reminder_notifications_enabled) ||\n        (np.notification_type === AccountNotificationTypes.AccountBalanceLow &&\n          ccp.low_balance_notifications_enabled) ||\n        (np.notification_type === AccountNotificationTypes.AccountDepositLarge &&\n          ccp.large_deposit_notifications_enabled) ||\n        (np.notification_type === AccountNotificationTypes.TransactionExpenseLarge &&\n          ccp.large_expense_notifications_enabled) ||\n        (np.notification_type === AccountNotificationTypes.TransactionFeeCharge &&\n          ccp.transaction_fee_notifications_enabled) ||\n        (np.notification_type === AccountNotificationTypes.InternationalTransaction &&\n          ccp.transaction_is_international_notifications_enabled) ||\n        (np.notification_type === AccountNotificationTypes.AccountDepositLargePosted &&\n          ccp.large_deposit_posted_notifications_enabled),\n    )\n  }\n\n  get budgetProfiles() {\n    const ccp = this.globalStore.appDataStore.clientCommunicationProfile\n\n    // TODO: There has to be a better way to do this, but for now, it works\n    return this.detailedNotificationProfiles.filter(\n      (np) =>\n        (np.notification_type === BudgetNotificationTypes.BudgetExceeded &&\n          ccp.budget_exceeded_notifications_enabled) ||\n        (np.notification_type === BudgetNotificationTypes.BudgetOffTarget &&\n          ccp.budget_off_target_notifications_enabled),\n    )\n  }\n\n  get insightsProfiles() {\n    return this.detailedNotificationProfiles.filter((np) =>\n      Object.values(InsightNotificationTypes).includes(np.notification_type),\n    )\n  }\n\n  get clientCommunicationProfile() {\n    return this.globalStore.appDataStore.clientCommunicationProfile\n  }\n\n  get copy(): SettingsCopy {\n    return this.globalStore.copyStore.copy.settings\n  }\n\n  get detailedNotificationProfiles(): DetailedNotificationProfile[] {\n    // Don't attempt to augment profile if global store is not initialized\n    if (!this.globalStore.isInitialized) return []\n\n    return augmentNotificationProfiles(\n      this.globalStore.accountStore.accounts,\n      this.clientCommunicationProfile,\n      this.copy,\n      this.notificationProfiles,\n      this.userCommunicationsProfile,\n      this.globalStore.userStore.user,\n    )\n  }\n\n  get userCommunicationsProfile() {\n    return this.globalStore.appDataStore.userCommunicationProfile\n  }\n\n  deleteDevice = async (guid: string) => {\n    try {\n      await this.api.deleteDevice(guid)\n\n      const index = this.devices.findIndex((d) => d.guid === guid)\n      if (index >= 0) {\n        runInAction(() => {\n          this.devices.splice(index, 1)\n        })\n      }\n\n      return { success: true }\n    } catch (error) {\n      console.error('Error deleting device:', error)\n      this.globalStore.captureException(error, { store: 'SettingsStore' })\n      return { success: false }\n    }\n  }\n\n  deleteTransactionRule = async () => {\n    if (!this.selectedRule) {\n      return\n    }\n    try {\n      await this.transactionApi.removeTransactionRule(this.selectedRule?.guid)\n      this.setAlert(this.copy.delete_rule_success, 'success')\n      await this.loadTransactionRules()\n    } catch (error) {\n      console.error('Error deleting transaction rule:', error)\n      this.globalStore.captureException(error, { store: 'SettingsStore' })\n      this.setAlert(this.copy.delete_rule_error, 'error')\n    }\n  }\n\n  generateDeviceToken = async () => {\n    try {\n      return await this.api.generateDeviceToken()\n    } catch (error) {\n      console.error('Error generating device token:', error)\n      this.globalStore.captureException(error, { store: 'SettingsStore' })\n    }\n    return undefined\n  }\n\n  loadDevices = async () => {\n    try {\n      const devices = await this.api.getDevices()\n\n      runInAction(() => {\n        this.devices = devices\n      })\n    } catch (error) {\n      console.error('Error loading devices:', error)\n      this.globalStore.captureException(error, { store: 'SettingsStore' })\n    }\n  }\n\n  loadNotificationProfiles = async () => {\n    try {\n      const profiles = await this.api.getNotificationProfiles()\n\n      runInAction(() => {\n        this.notificationProfiles = profiles\n      })\n    } catch (error) {\n      console.error('Error loading notification profiles:', error)\n      this.globalStore.captureException(error, { store: 'SettingsStore' })\n    }\n  }\n\n  loadTransactionRules = async () => {\n    try {\n      const rules = await this.transactionApi.getTransactionRules()\n\n      runInAction(() => {\n        this.transactionRules = rules\n      })\n    } catch (error) {\n      console.error('Error loading transaction rules:', error)\n      this.globalStore.captureException(error, { store: 'SettingsStore' })\n    }\n  }\n\n  sendEmailVerification = async () => {\n    try {\n      await this.api.sendEmailVerification()\n      this.setAlert(this.copy.verification_sent_success, 'success')\n    } catch (error) {\n      console.error('Error sending email verification:', error)\n      this.globalStore.captureException(error, { store: 'SettingsStore' })\n      this.setAlert(this.copy.verification_sent_error, 'error')\n    }\n  }\n\n  sendPhoneVerification = async () => {\n    try {\n      await this.api.sendPhoneVerification()\n      this.setAlert(this.copy.verification_sent_success, 'success')\n    } catch (error) {\n      console.error('Error sending phone verification:', error)\n      this.globalStore.captureException(error, { store: 'SettingsStore' })\n      this.setAlert(this.copy.verification_sent_error, 'error')\n    }\n  }\n\n  setAlert = (message: string, severity: SettingsAlertProps['severity'] = undefined) =>\n    (this.alert = { message, severity })\n\n  setSelectedRule = (rule?: TransactionRule) => {\n    this.selectedRule = rule\n  }\n\n  updatePassword = async (params: { new_password: string; new_password_again: string }) => {\n    try {\n      await this.api.updatePassword(params)\n      this.setAlert(this.copy.password_updated_success, 'success')\n    } catch (error) {\n      console.error('Error updating password:', error)\n      this.globalStore.captureException(error, { store: 'SettingsStore' })\n      this.setAlert(this.copy.password_updated_error, 'error')\n    }\n  }\n\n  updateDevice = async (device: Device) => {\n    try {\n      const updatedDevice = await this.api.updateDevice(device)\n\n      const index = this.devices.findIndex((d) => d.guid === device.guid)\n      if (index >= 0) {\n        runInAction(() => {\n          this.devices[index] = updatedDevice\n        })\n      }\n      return { success: true }\n    } catch (error) {\n      console.error('Error updating device:', error)\n      this.globalStore.captureException(error, { store: 'SettingsStore' })\n      return { success: false }\n    }\n  }\n\n  updateNotificationProfile = async (profile: NotificationProfile) => {\n    try {\n      const updatedProfile = await this.api.updateNotificationProfile(profile)\n\n      const index = this.notificationProfiles.findIndex((p) => p.guid === profile.guid)\n      if (index >= 0) {\n        runInAction(() => {\n          this.notificationProfiles[index] = updatedProfile\n        })\n      }\n    } catch (error) {\n      console.error('Error updating notification profile:', error)\n      this.globalStore.captureException(error, { store: 'SettingsStore' })\n    }\n  }\n\n  updateRuleCategory = async (rule: TransactionRule) => {\n    try {\n      await this.transactionApi.updateTransactionRule(rule)\n      await this.loadTransactionRules()\n    } catch (error) {\n      console.error('Error updating rule category:', error)\n      this.globalStore.captureException(error, { store: 'SettingsStore' })\n    }\n  }\n\n  updateRulePayee = async (rule: TransactionRule) => {\n    try {\n      await this.transactionApi.updateTransactionRule(rule)\n      this.setAlert(this.copy.edit_payee_success, 'success')\n      await this.loadTransactionRules()\n    } catch (error) {\n      console.error('Error updating rule payee:', error)\n      this.globalStore.captureException(error, { store: 'SettingsStore' })\n      this.setAlert(this.copy.edit_payee_error, 'error')\n    }\n  }\n\n  updateUser = async (user: User) => {\n    try {\n      await this.globalStore.userStore.updateUser(user)\n      this.setAlert(this.copy.information_updated_success, 'success')\n    } catch {\n      // Error is already logged and captured in UserStore.updateUser\n      this.setAlert(this.copy.information_updated_error, 'error')\n    }\n  }\n\n  updateUserCommunicationProfile = async (profile: UserCommunicationProfile) => {\n    try {\n      const updatedProfile = await this.api.updateUserCommunicationProfile(profile)\n\n      this.globalStore.appDataStore.setUserCommunicationProfile(updatedProfile)\n    } catch (error) {\n      console.error('Error occurred while updating user communication profile:', error)\n      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+{"version":3,"file":"SettingsStore.es.js","names":[],"sources":["../../../src/core/stores/SettingsStore.ts"],"sourcesContent":["import { makeAutoObservable, runInAction } from 'mobx'\n\nimport { AlertProps } from '@mui/material'\n\nimport {\n  AccountNotificationTypes,\n  BudgetNotificationTypes,\n  InsightNotificationTypes,\n} from '../types'\n\nimport type {\n  DetailedNotificationProfile,\n  Device,\n  NotificationProfile,\n  SettingsCopy,\n  TransactionRule,\n  User,\n  UserCommunicationProfile,\n} from '../types'\n\nimport { SettingsApi, TransactionApi } from '../api'\nimport { augmentNotificationProfiles } from '../utils/SettingsUtil'\n\nimport { GlobalStore } from './GlobalStore'\n\ninterface SettingsAlertProps {\n  message: string\n  severity: AlertProps['severity']\n}\n\nexport class SettingsStore {\n  globalStore: GlobalStore\n  api: SettingsApi = new SettingsApi('/', '')\n  transactionApi: TransactionApi = new TransactionApi('/', '')\n\n  alert: SettingsAlertProps = { message: '', severity: undefined }\n  devices: Device[] = []\n  notificationProfiles: NotificationProfile[] = []\n  selectedRule: TransactionRule | undefined = undefined\n  transactionRules: TransactionRule[] = []\n\n  constructor(globalStore: GlobalStore) {\n    this.globalStore = globalStore\n    this.api = new SettingsApi(globalStore.endpoint, globalStore.sessionToken, globalStore.onError)\n    this.transactionApi = new TransactionApi(\n      globalStore.endpoint,\n      globalStore.sessionToken,\n      globalStore.onError,\n    )\n\n    makeAutoObservable(this)\n  }\n\n  get accountProfiles() {\n    const ccp = this.globalStore.appDataStore.clientCommunicationProfile\n\n    // TODO: There has to be a better way to do this, but for now, it works\n    return this.detailedNotificationProfiles.filter(\n      (np) =>\n        (np.notification_type === AccountNotificationTypes.DebtPaymentReminder &&\n          ccp.debt_payment_reminder_notifications_enabled) ||\n        (np.notification_type === AccountNotificationTypes.AccountBalanceLow &&\n          ccp.low_balance_notifications_enabled) ||\n        (np.notification_type === AccountNotificationTypes.AccountDepositLarge &&\n          ccp.large_deposit_notifications_enabled) ||\n        (np.notification_type === AccountNotificationTypes.TransactionExpenseLarge &&\n          ccp.large_expense_notifications_enabled) ||\n        (np.notification_type === AccountNotificationTypes.TransactionFeeCharge &&\n          ccp.transaction_fee_notifications_enabled) ||\n        (np.notification_type === AccountNotificationTypes.InternationalTransaction &&\n          ccp.transaction_is_international_notifications_enabled) ||\n        (np.notification_type === AccountNotificationTypes.AccountDepositLargePosted &&\n          ccp.large_deposit_posted_notifications_enabled),\n    )\n  }\n\n  get budgetProfiles() {\n    const ccp = this.globalStore.appDataStore.clientCommunicationProfile\n\n    // TODO: There has to be a better way to do this, but for now, it works\n    return this.detailedNotificationProfiles.filter(\n      (np) =>\n        (np.notification_type === BudgetNotificationTypes.BudgetExceeded &&\n          ccp.budget_exceeded_notifications_enabled) ||\n        (np.notification_type === BudgetNotificationTypes.BudgetOffTarget &&\n          ccp.budget_off_target_notifications_enabled),\n    )\n  }\n\n  get insightsProfiles() {\n    return this.detailedNotificationProfiles.filter((np) =>\n      Object.values(InsightNotificationTypes).includes(np.notification_type),\n    )\n  }\n\n  get clientCommunicationProfile() {\n    return this.globalStore.appDataStore.clientCommunicationProfile\n  }\n\n  get copy(): SettingsCopy {\n    return this.globalStore.copyStore.copy.settings\n  }\n\n  get detailedNotificationProfiles(): DetailedNotificationProfile[] {\n    // Don't attempt to augment profile if global store is not initialized\n    if (!this.globalStore.isInitialized) return []\n\n    return augmentNotificationProfiles(\n      this.globalStore.accountStore.accounts,\n      this.clientCommunicationProfile,\n      this.copy,\n      this.notificationProfiles,\n      this.userCommunicationsProfile,\n      this.globalStore.userStore.user,\n    )\n  }\n\n  get userCommunicationsProfile() {\n    return this.globalStore.appDataStore.userCommunicationProfile\n  }\n\n  deleteDevice = async (guid: string) => {\n    try {\n      await this.api.deleteDevice(guid)\n\n      const index = this.devices.findIndex((d) => d.guid === guid)\n      if (index >= 0) {\n        runInAction(() => {\n          this.devices.splice(index, 1)\n        })\n      }\n\n      return { success: true }\n    } catch (error) {\n      console.error('Error deleting device:', error)\n      this.globalStore.captureException(error, { store: 'SettingsStore' })\n      return { success: false }\n    }\n  }\n\n  deleteTransactionRule = async () => {\n    if (!this.selectedRule) {\n      return\n    }\n    try {\n      await this.transactionApi.removeTransactionRule(this.selectedRule?.guid)\n      this.setAlert(this.copy.delete_rule_success, 'success')\n      await this.loadTransactionRules()\n    } catch (error) {\n      console.error('Error deleting transaction rule:', error)\n      this.globalStore.captureException(error, { store: 'SettingsStore' })\n      this.setAlert(this.copy.delete_rule_error, 'error')\n    }\n  }\n\n  generateDeviceToken = async () => {\n    try {\n      return await this.api.generateDeviceToken()\n    } catch (error) {\n      console.error('Error generating device token:', error)\n      this.globalStore.captureException(error, { store: 'SettingsStore' })\n    }\n    return undefined\n  }\n\n  loadDevices = async () => {\n    try {\n      const devices = await this.api.getDevices()\n\n      runInAction(() => {\n        this.devices = devices\n      })\n    } catch (error) {\n      console.error('Error loading devices:', error)\n      this.globalStore.captureException(error, { store: 'SettingsStore' })\n    }\n  }\n\n  loadNotificationProfiles = async () => {\n    try {\n      const profiles = await this.api.getNotificationProfiles()\n\n      runInAction(() => {\n        this.notificationProfiles = profiles\n      })\n    } catch (error) {\n      console.error('Error loading notification profiles:', error)\n      this.globalStore.captureException(error, { store: 'SettingsStore' })\n    }\n  }\n\n  loadTransactionRules = async () => {\n    try {\n      const rules = await this.transactionApi.getTransactionRules()\n\n      runInAction(() => {\n        this.transactionRules = rules\n      })\n    } catch (error) {\n      console.error('Error loading transaction rules:', error)\n      this.globalStore.captureException(error, { store: 'SettingsStore' })\n    }\n  }\n\n  sendEmailVerification = async () => {\n    try {\n      await this.api.sendEmailVerification()\n      this.setAlert(this.copy.verification_sent_success, 'success')\n    } catch (error) {\n      console.error('Error sending email verification:', error)\n      this.globalStore.captureException(error, { store: 'SettingsStore' })\n      this.setAlert(this.copy.verification_sent_error, 'error')\n    }\n  }\n\n  sendPhoneVerification = async () => {\n    try {\n      await this.api.sendPhoneVerification()\n      this.setAlert(this.copy.verification_sent_success, 'success')\n    } catch (error) {\n      console.error('Error sending phone verification:', error)\n      this.globalStore.captureException(error, { store: 'SettingsStore' })\n      this.setAlert(this.copy.verification_sent_error, 'error')\n    }\n  }\n\n  setAlert = (message: string, severity: SettingsAlertProps['severity'] = undefined) =>\n    (this.alert = { message, severity })\n\n  setSelectedRule = (rule?: TransactionRule) => {\n    this.selectedRule = rule\n  }\n\n  updatePassword = async (params: { new_password: string; new_password_again: string }) => {\n    try {\n      await this.api.updatePassword(params)\n      this.setAlert(this.copy.password_updated_success, 'success')\n    } catch (error) {\n      console.error('Error updating password:', error)\n      this.globalStore.captureException(error, { store: 'SettingsStore' })\n      this.setAlert(this.copy.password_updated_error, 'error')\n    }\n  }\n\n  updateDevice = async (device: Device) => {\n    try {\n      const updatedDevice = await this.api.updateDevice(device)\n\n      const index = this.devices.findIndex((d) => d.guid === device.guid)\n      if (index >= 0) {\n        runInAction(() => {\n          this.devices[index] = updatedDevice\n        })\n      }\n      return { success: true }\n    } catch (error) {\n      console.error('Error updating device:', error)\n      this.globalStore.captureException(error, { store: 'SettingsStore' })\n      return { success: false }\n    }\n  }\n\n  /** Resolves `true` when the profile was saved, `false` when the API call failed. */\n  updateNotificationProfile = async (profile: NotificationProfile): Promise<boolean> => {\n    try {\n      const updatedProfile = await this.api.updateNotificationProfile(profile)\n\n      const index = this.notificationProfiles.findIndex((p) => p.guid === profile.guid)\n      if (index >= 0) {\n        runInAction(() => {\n          this.notificationProfiles[index] = updatedProfile\n        })\n      }\n      return true\n    } catch (error) {\n      console.error('Error updating notification profile:', error)\n      this.globalStore.captureException(error, { store: 'SettingsStore' })\n      return false\n    }\n  }\n\n  updateRuleCategory = async (rule: TransactionRule) => {\n    try {\n      await this.transactionApi.updateTransactionRule(rule)\n      await this.loadTransactionRules()\n    } catch (error) {\n      console.error('Error updating rule category:', error)\n      this.globalStore.captureException(error, { store: 'SettingsStore' })\n    }\n  }\n\n  updateRulePayee = async (rule: TransactionRule) => {\n    try {\n      await this.transactionApi.updateTransactionRule(rule)\n      this.setAlert(this.copy.edit_payee_success, 'success')\n      await this.loadTransactionRules()\n    } catch (error) {\n      console.error('Error updating rule payee:', error)\n      this.globalStore.captureException(error, { store: 'SettingsStore' })\n      this.setAlert(this.copy.edit_payee_error, 'error')\n    }\n  }\n\n  updateUser = async (user: User) => {\n    try {\n      await this.globalStore.userStore.updateUser(user)\n      this.setAlert(this.copy.information_updated_success, 'success')\n    } catch {\n      // Error is already logged and captured in UserStore.updateUser\n      this.setAlert(this.copy.information_updated_error, 'error')\n    }\n  }\n\n  updateUserCommunicationProfile = async (profile: UserCommunicationProfile) => {\n    try {\n      const updatedProfile = await this.api.updateUserCommunicationProfile(profile)\n\n      this.globalStore.appDataStore.setUserCommunicationProfile(updatedProfile)\n    } catch (error) {\n      console.error('Error occurred while updating user communication profile:', error)\n      this.globalStore.captureException(error, { store: 'SettingsStore' })\n    }\n  }\n\n  verifyPhoneToken = async (sms_verification_token: string) => {\n    try {\n      const { verified } = await this.api.verifyPhoneToken(sms_verification_token)\n      if (!verified) {\n        throw new Error()\n      }\n      this.setAlert(this.copy.verified_phone_success, 'success')\n    } catch (error) {\n      console.error('Error verifying phone token:', error)\n      this.globalStore.captureException(error, { store: 'SettingsStore' })\n      this.setAlert(this.copy.verified_phone_error, 'error')\n    }\n  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package/dist/core/stores/TransactionStore.d.ts

@@ -52,7 +52,8 @@ export declare class TransactionStore {
     setAlert: (alert: string) => void;
     addTag: (name: string) => Promise<void>;
     addTagging: (tagGuid: string, transactionGuid: string) => Promise<void>;
-    addOrUpdateTransactionRule: (categoryGuid: string, transaction: Transaction) => Promise<void>;
+    /** Resolves `true` when the rule was saved, `false` when an API call failed. */
+    addOrUpdateTransactionRule: (categoryGuid: string, transaction: Transaction) => Promise<boolean>;
     addTransaction: (transaction: Transaction) => Promise<void>;
     loadAssociatedBeats: (fromDate?: Date) => Promise<void>;
     loadTags: () => Promise<void>;
@@ -69,7 +70,8 @@ export declare class TransactionStore {
     unSplitTransaction: (guid: string) => Promise<void>;
     updateTaggings: (tagGuids: string[], transactionGuid: string) => Promise<void>;
     updateTag: (tag: Tag) => Promise<void>;
-    updateTransaction: (transaction: Transaction) => Promise<void>;
+    /** Resolves `true` when the transaction was saved, `false` when the API call failed. */
+    updateTransaction: (transaction: Transaction) => Promise<boolean>;
     loadEmbeddedInstanceTransactions: (fromDate: Date) => Promise<void>;
 }
 export declare class UiStore {

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

@@ -102,7 +102,7 @@ var P = class {
   addOrUpdateTransactionRule = async (t, a) => {
     try {
       const s = this.transactionRules.find((e) => e.guid === a.user_transaction_rule_guid);
-      s ? await this.api.updateTransactionRule({
+      return s ? await this.api.updateTransactionRule({
         ...s,
         category_guid: t,
         description: a.description
@@ -110,9 +110,9 @@ var P = class {
         category_guid: t,
         description: a.description,
         match_description: a.description
-      }), await this.loadTransactionRules();
+      }), await this.loadTransactionRules(), !0;
     } catch (s) {
-      console.error("Error occurred while adding/updating transaction rule:", s), this.globalStore.captureException(s, { store: "TransactionStore" });
+      return console.error("Error occurred while adding/updating transaction rule:", s), this.globalStore.captureException(s, { store: "TransactionStore" }), !1;
     }
   };
   addTransaction = async (t) => {
@@ -308,13 +308,13 @@ var P = class {
   updateTransaction = async (t) => {
     try {
       const a = await this.api.updateTransaction(t), s = this.transactions.findIndex((e) => e.guid === t.guid);
-      s >= 0 && this.setTransactions([
+      return s >= 0 && this.setTransactions([
         ...this.transactions.slice(0, s),
         a,
         ...this.transactions.slice(s + 1)
-      ]);
+      ]), !0;
     } catch (a) {
-      console.error("Error occurred while updating transaction:", a), this.globalStore.captureException(a, { store: "TransactionStore" });
+      return console.error("Error occurred while updating transaction:", a), this.globalStore.captureException(a, { store: "TransactionStore" }), !1;
     }
   };
   loadEmbeddedInstanceTransactions = async (t) => {

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 { formatISO } from 'date-fns/formatISO'\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 { endOfUtcDay, startOfUtcDay } from '../utils/DateUtil'\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        startOfUtcDay(startDate),\n        endOfUtcDay(startOfToday()),\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    } 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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 { formatISO } from 'date-fns/formatISO'\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 { endOfUtcDay, startOfUtcDay } from '../utils/DateUtil'\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  /** Resolves `true` when the rule was saved, `false` when an API call failed. */\n  addOrUpdateTransactionRule = async (\n    categoryGuid: string,\n    transaction: Transaction,\n  ): Promise<boolean> => {\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      return true\n    } catch (error) {\n      console.error('Error occurred while adding/updating transaction rule:', error)\n      this.globalStore.captureException(error, { store: 'TransactionStore' })\n      return false\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        startOfUtcDay(startDate),\n        endOfUtcDay(startOfToday()),\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  /** Resolves `true` when the transaction was saved, `false` when the API call failed. */\n  updateTransaction = async (transaction: Transaction): Promise<boolean> => {\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      return true\n    } catch (error) {\n      console.error('Error occurred while updating transaction:', error)\n      this.globalStore.captureException(error, { store: 'TransactionStore' })\n      return false\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        startOfUtcDay(fromDate),\n        endOfUtcDay(startOfToday()),\n      )\n      this.cachedStartDate = fromDate\n      this.transactions = transactions\n    } catch (error) {\n      console.error('Error occurred while loading embedded instance transactions:', error)\n      this.globalStore.captureException(error, { store: 'TransactionStore' })\n    }\n  }\n}\n\nexport class UiStore {\n  beginDate = startOfMonth(new Date())\n  endDate = endOfMonth(new Date())\n\n  expandedSplits = [] as string[]\n  height = 550\n  width = 1000\n  shouldDisableDrawerScroll = false\n\n  searchValue = ''\n  selectedAccountGuids = [] as string[]\n\n  manualTransaction: Transaction = DEFAULT_TRANSACTION\n  isAmountValid = false\n\n  showInsights = false\n\n  constructor() {\n    makeAutoObservable(this)\n  }\n\n  setDateRange = (beginDate: Date, endDate: Date) => {\n    this.beginDate = beginDate\n    this.endDate = endDate\n  }\n\n  setIsAmountValid = (valid: boolean) => (this.isAmountValid = valid)\n\n  setSearchValue = (searchValue: string) => (this.searchValue = searchValue)\n\n  setSelectedAccountGuids = (accountGuids: string[]) => (this.selectedAccountGuids = accountGuids)\n\n  setShouldDisableDrawerScroll = (shouldDisable: boolean) =>\n    (this.shouldDisableDrawerScroll = shouldDisable)\n\n  setShowInsights = (showInsights: boolean) => {\n    this.showInsights = showInsights\n  }\n\n  setSize = (height: number, width: number) => {\n    this.height = height\n    this.width = width\n  }\n\n  toggleSplit = (guid: string) => {\n    const expandedSplits = [...this.expandedSplits]\n    const index = this.expandedSplits.findIndex((splitGuid) => splitGuid === guid)\n\n    if (index >= 0) {\n      expandedSplits.splice(index, 1)\n    } else {\n      expandedSplits.push(guid)\n    }\n\n    this.expandedSplits = expandedSplits\n  }\n\n  clearExpandedSplits = () => {\n    if (this.expandedSplits.length === 0) return\n    this.expandedSplits = []\n  }\n\n  updateManualTransaction = (manualTransaction: Transaction) => {\n    this.manualTransaction = manualTransaction\n  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package/dist/core/stores/UserStore.d.ts

@@ -1,11 +1,12 @@
 import { UserApi } from '../api';
-import { User, UserFeature, UserProfile } from '../types';
+import { User, UserFeature, UserInsightProfile, UserProfile } from '../types';
 import { GlobalStore } from './GlobalStore';
 export declare class UserStore {
     globalStore: GlobalStore;
     api: UserApi;
     userFeatures: UserFeature[];
     userFeaturesLoaded: boolean;
+    userInsightProfile: UserInsightProfile | null;
     constructor(globalStore: GlobalStore);
     get userProfile(): UserProfile;
     get user(): User;
@@ -13,4 +14,17 @@ export declare class UserStore {
     loadUserFeatures: () => Promise<void>;
     updateUser: (user: User) => Promise<void>;
     updateUserProfile: (userProfile: UserProfile) => Promise<void>;
+    /**
+     * Seeds the profile. The host (pulse) loads `user_insight_profile` and pushes it in here;
+     * experiences itself never fetches it.
+     */
+    setUserInsightProfile: (profile: UserInsightProfile | null) => void;
+    /**
+     * Merges `fields` into the seeded profile and PUTs the whole profile. The endpoint is an
+     * upsert that writes every profile field from the request, so a partial body would null
+     * the fields it omits; the merge is what keeps them. Throws if the host has not seeded the
+     * profile yet, and rethrows API failures, so a caller driving UI state (e.g. an insight
+     * CTA) reports the error instead of silently treating the save as done.
+     */
+    updateUserInsightProfile: (fields: Partial<UserInsightProfile>) => Promise<UserInsightProfile>;
 }

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

@@ -1,10 +1,11 @@
 import { UserApi as t } from "../api/UserApi.es.js";
-import { makeAutoObservable as s } from "mobx";
-var i = class {
+import { makeAutoObservable as s, runInAction as o } from "mobx";
+var u = class {
   globalStore;
   api = new t("/", "");
   userFeatures = [];
   userFeaturesLoaded = !1;
+  userInsightProfile = null;
   constructor(e) {
     this.globalStore = e, this.api = new t(e.endpoint, e.sessionToken, e.onError), s(this);
   }
@@ -41,9 +42,26 @@ var i = class {
       console.error("Error occurred while updating user profile:", r), this.globalStore.captureException(r, { store: "UserStore" });
     }
   };
+  setUserInsightProfile = (e) => {
+    this.userInsightProfile = e;
+  };
+  updateUserInsightProfile = async (e) => {
+    if (!this.userInsightProfile) throw new Error("User insight profile has not been loaded; refusing a partial PUT");
+    try {
+      const r = await this.api.updateUserInsightProfile({
+        ...this.userInsightProfile,
+        ...e
+      });
+      return o(() => {
+        this.userInsightProfile = r;
+      }), r;
+    } catch (r) {
+      throw console.error("Error occurred while updating user insight profile:", r), this.globalStore.captureException(r, { store: "UserStore" }), r;
+    }
+  };
 };
 export {
-  i as UserStore
+  u as UserStore
 };
 
 //# sourceMappingURL=UserStore.es.js.map

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

@@ -1 +1 @@
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+{"version":3,"file":"UserStore.es.js","names":[],"sources":["../../../src/core/stores/UserStore.ts"],"sourcesContent":["import { makeAutoObservable, runInAction } from 'mobx'\n\nimport { UserApi } from '../api'\nimport type { User, UserFeature, UserInsightProfile, UserProfile } from '../types'\n\nimport { GlobalStore } from './GlobalStore'\n\nexport class UserStore {\n  globalStore: GlobalStore\n  api: UserApi = new UserApi('/', '')\n\n  userFeatures: UserFeature[] = []\n  userFeaturesLoaded: boolean = false\n  userInsightProfile: UserInsightProfile | null = null\n\n  constructor(globalStore: GlobalStore) {\n    this.globalStore = globalStore\n    this.api = new UserApi(globalStore.endpoint, globalStore.sessionToken, globalStore.onError)\n\n    makeAutoObservable(this)\n  }\n\n  get userProfile() {\n    return this.globalStore.appDataStore.userProfile\n  }\n\n  get user() {\n    return this.globalStore.appDataStore.user\n  }\n\n  setUserFeatures = (features: UserFeature[]) => {\n    this.userFeatures = features\n    this.userFeaturesLoaded = true\n  }\n\n  loadUserFeatures = async () => {\n    try {\n      const features = await this.api.getUserFeatures()\n      this.setUserFeatures(features)\n    } catch (e) {\n      console.error('Error occurred while loading user features:', e)\n      this.globalStore.captureException(e, { store: 'UserStore' })\n      this.setUserFeatures([])\n    }\n  }\n\n  updateUser = async (user: User) => {\n    try {\n      const updatedUser = await this.api.updateUser(user)\n\n      this.globalStore.appDataStore.setUser(updatedUser)\n    } catch (error) {\n      console.error('Error updating User:', error)\n      this.globalStore.captureException(error, { store: 'UserStore' })\n      throw error\n    }\n  }\n\n  updateUserProfile = async (userProfile: UserProfile) => {\n    try {\n      const updatedProfile = await this.api.updateUserProfile(userProfile)\n\n      this.globalStore.appDataStore.setUserProfile(updatedProfile)\n    } catch (error) {\n      console.error('Error occurred while updating user profile:', error)\n      this.globalStore.captureException(error, { store: 'UserStore' })\n    }\n  }\n\n  /**\n   * Seeds the profile. The host (pulse) loads `user_insight_profile` and pushes it in here;\n   * experiences itself never fetches it.\n   */\n  setUserInsightProfile = (profile: UserInsightProfile | null) => {\n    this.userInsightProfile = profile\n  }\n\n  /**\n   * Merges `fields` into the seeded profile and PUTs the whole profile. The endpoint is an\n   * upsert that writes every profile field from the request, so a partial body would null\n   * the fields it omits; the merge is what keeps them. Throws if the host has not seeded the\n   * profile yet, and rethrows API failures, so a caller driving UI state (e.g. an insight\n   * CTA) reports the error instead of silently treating the save as done.\n   */\n  updateUserInsightProfile = async (fields: Partial<UserInsightProfile>) => {\n    if (!this.userInsightProfile) {\n      throw new Error('User insight profile has not been loaded; refusing a partial PUT')\n    }\n\n    try {\n      const updated = await this.api.updateUserInsightProfile({\n        ...this.userInsightProfile,\n        ...fields,\n      })\n\n      runInAction(() => {\n        this.userInsightProfile = updated\n      })\n\n      return updated\n    } catch (error) {\n      console.error('Error occurred while updating user insight profile:', error)\n      this.globalStore.captureException(error, { store: 'UserStore' })\n      throw error\n    }\n  }\n}\n"],"mappings":";;AAOA,IAAa,IAAb,MAAuB;AAAA,EACrB;AAAA,EACA,MAAe,IAAI,EAAQ,KAAK,EAAE;AAAA,EAElC,eAA8B,CAAC;AAAA,EAC/B,qBAA8B;AAAA,EAC9B,qBAAgD;AAAA,EAEhD,YAAY,GAA0B;AACpC,SAAK,cAAc,GACnB,KAAK,MAAM,IAAI,EAAQ,EAAY,UAAU,EAAY,cAAc,EAAY,OAAO,GAE1F,EAAmB,IAAI;AAAA,EACzB;AAAA,EAEA,IAAI,cAAc;AAChB,WAAO,KAAK,YAAY,aAAa;AAAA,EACvC;AAAA,EAEA,IAAI,OAAO;AACT,WAAO,KAAK,YAAY,aAAa;AAAA,EACvC;AAAA,EAEA,kBAAA,CAAmB,MAA4B;AAC7C,SAAK,eAAe,GACpB,KAAK,qBAAqB;AAAA,EAC5B;AAAA,EAEA,mBAAmB,YAAY;AAC7B,QAAI;AACF,YAAM,IAAW,MAAM,KAAK,IAAI,gBAAgB;AAChD,WAAK,gBAAgB,CAAQ;AAAA,IAC/B,SAAS,GAAG;AACV,cAAQ,MAAM,+CAA+C,CAAC,GAC9D,KAAK,YAAY,iBAAiB,GAAG,EAAE,OAAO,YAAY,CAAC,GAC3D,KAAK,gBAAgB,CAAC,CAAC;AAAA,IACzB;AAAA,EACF;AAAA,EAEA,aAAa,OAAO,MAAe;AACjC,QAAI;AACF,YAAM,IAAc,MAAM,KAAK,IAAI,WAAW,CAAI;AAElD,WAAK,YAAY,aAAa,QAAQ,CAAW;AAAA,IACnD,SAAS,GAAO;AACd,oBAAQ,MAAM,wBAAwB,CAAK,GAC3C,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,YAAY,CAAC,GACzD;AAAA,IACR;AAAA,EACF;AAAA,EAEA,oBAAoB,OAAO,MAA6B;AACtD,QAAI;AACF,YAAM,IAAiB,MAAM,KAAK,IAAI,kBAAkB,CAAW;AAEnE,WAAK,YAAY,aAAa,eAAe,CAAc;AAAA,IAC7D,SAAS,GAAO;AACd,cAAQ,MAAM,+CAA+C,CAAK,GAClE,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,YAAY,CAAC;AAAA,IACjE;AAAA,EACF;AAAA,EAMA,wBAAA,CAAyB,MAAuC;AAC9D,SAAK,qBAAqB;AAAA,EAC5B;AAAA,EASA,2BAA2B,OAAO,MAAwC;AACxE,QAAI,CAAC,KAAK,mBACR,OAAM,IAAI,MAAM,kEAAkE;AAGpF,QAAI;AACF,YAAM,IAAU,MAAM,KAAK,IAAI,yBAAyB;AAAA,QACtD,GAAG,KAAK;AAAA,QACR,GAAG;AAAA,MACL,CAAC;AAED,aAAA,EAAA,MAAkB;AAChB,aAAK,qBAAqB;AAAA,MAC5B,CAAC,GAEM;AAAA,IACT,SAAS,GAAO;AACd,oBAAQ,MAAM,uDAAuD,CAAK,GAC1E,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,YAAY,CAAC,GACzD;AAAA,IACR;AAAA,EACF;AACF"}

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

@@ -44,6 +44,8 @@ export interface RepeatingTransaction {
     recurrence_day: number;
     repeating_transaction_type: RepeatingType;
     second_recurrence_day?: number;
+    /** User confirmation state written by subscription insights (e.g. CONFIRMED, CANCELLED). */
+    user_response?: string | null;
     account?: Account;
     transactions: Transaction[];
 }