@mx-cartographer/experiences 9.4.58 → 9.4.59

package/CHANGELOG.md

@@ -1,3 +1,11 @@
+## [9.4.59] - 10-07-2026
+
+- **ADDED** - `UserInsightProfile` type, `ApiEndpoints.USER_INSIGHT_PROFILE`, `UserApi.updateUserInsightProfile` (`PUT user_insight_profile`) and `UserStore.userInsightProfile` with `setUserInsightProfile` (the host seeds the profile it loaded) and `updateUserInsightProfile`, which merges the changed fields over the seeded profile and PUTs the whole profile (the endpoint upserts every field, so a partial body would null the rest), refuses to PUT before the profile is seeded, and rethrows so a caller can surface a failed save (WEC-1852)
+- **ADDED** - `BeatStore.updateOffer` (`PUT offers/:guid`) to flag a marketing offer as clicked; rethrows on failure (WEC-1852)
+- **ADDED** - `RepeatingTransaction.user_response` field (WEC-1852)
+- **CHANGED** - `AccountStore.updateAccount`, `SettingsStore.updateNotificationProfile`, `TransactionStore.updateTransaction`, `TransactionStore.addOrUpdateTransactionRule` and `BudgetsStore.addBudget` now resolve `true` on success and `false` when the API call fails, instead of resolving `undefined` either way. They still catch and report their own errors and never throw, so existing callers are unaffected; the flag lets a caller distinguish a failed write (WEC-1852)
+- **ADDED** - MSW handlers and mock data for `PUT user_insight_profile` and `PUT offers/:guid` (WEC-1852)
+
 ## [9.4.58] - 10-07-2026
 
 - **ADDED** - Insights V2 `ErrorCard` and `LoadingCard` components, plus `isError`/`isLoading` props on `BaseLayout`: `isError` replaces the entire card with the `ErrorCard` (heading, message, and a "Try Again" retry button that reloads by default), while `isLoading` swaps only the block slot for the `LoadingCard`. `ErrorCard` derives the CIBC illustration variant from the app's `custom_copy_namespace`. Added `error_heading`, `error_message`, `loading`, and `try_again` copy keys under `insights_feed.general`, with stories for all three states (WEC-1854)

package/dist/core/api/UserApi.d.ts

@@ -1,9 +1,10 @@
 import { Fetch } from '../utils';
-import { GlobalErrorHandler, User, UserProfile } from '..';
+import { GlobalErrorHandler, User, UserInsightProfile, UserProfile } from '..';
 export declare class UserApi {
     fetchInstance: Fetch;
     constructor(endpoint: string, token: string, onError?: GlobalErrorHandler);
     getUserFeatures: () => Promise<any>;
     updateUser: (user: User) => Promise<any>;
     updateUserProfile: (userProfile: UserProfile) => Promise<any>;
+    updateUserInsightProfile: (profile: Partial<UserInsightProfile>) => Promise<UserInsightProfile>;
 }

package/dist/core/api/UserApi.es.js

@@ -2,12 +2,13 @@ import { ApiEndpoints as s } from "../constants/ApiEndpoints.es.js";
 import { Fetch as r } from "../utils/Fetch.es.js";
 var h = class {
   fetchInstance;
-  constructor(t, e, n) {
-    this.fetchInstance = new r(t, e, void 0, n);
+  constructor(e, t, n) {
+    this.fetchInstance = new r(e, t, void 0, n);
   }
-  getUserFeatures = async () => this.fetchInstance.get(s.USER_FEATURES).then((t) => t.user_features);
-  updateUser = async (t) => this.fetchInstance.put(s.USER, t).then((e) => e.user);
-  updateUserProfile = async (t) => this.fetchInstance.put(`${s.USER_PROFILES}/${t.guid}`, t).then((e) => e.user_profile);
+  getUserFeatures = async () => this.fetchInstance.get(s.USER_FEATURES).then((e) => e.user_features);
+  updateUser = async (e) => this.fetchInstance.put(s.USER, e).then((t) => t.user);
+  updateUserProfile = async (e) => this.fetchInstance.put(`${s.USER_PROFILES}/${e.guid}`, e).then((t) => t.user_profile);
+  updateUserInsightProfile = async (e) => this.fetchInstance.put(s.USER_INSIGHT_PROFILE, { user_insight_profile: e }).then((t) => t.user_insight_profile);
 };
 export {
   h as UserApi

package/dist/core/api/UserApi.es.js.map

@@ -1 +1 @@
-{"version":3,"file":"UserApi.es.js","names":[],"sources":["../../../src/core/api/UserApi.ts"],"sourcesContent":["import { Fetch } from '../utils'\nimport { ApiEndpoints } from '../constants'\nimport type { GlobalErrorHandler, User, UserProfile } from '..'\n\nexport class UserApi {\n  fetchInstance: Fetch\n\n  constructor(endpoint: string, token: string, onError?: GlobalErrorHandler) {\n    this.fetchInstance = new Fetch(endpoint, token, undefined, onError)\n  }\n\n  getUserFeatures = async () => {\n    return this.fetchInstance.get(ApiEndpoints.USER_FEATURES).then((data) => data.user_features)\n  }\n\n  updateUser = async (user: User) => {\n    return this.fetchInstance.put(ApiEndpoints.USER, user).then((data) => data.user)\n  }\n\n  updateUserProfile = async (userProfile: UserProfile) => {\n    return this.fetchInstance\n      .put(`${ApiEndpoints.USER_PROFILES}/${userProfile.guid}`, userProfile)\n      .then((data) => data.user_profile)\n  }\n}\n"],"mappings":";;AAIA,IAAa,IAAb,MAAqB;AAAA,EACnB;AAAA,EAEA,YAAY,GAAkB,GAAe,GAA8B;AACzE,SAAK,gBAAgB,IAAI,EAAM,GAAU,GAAO,QAAW,CAAO;AAAA,EACpE;AAAA,EAEA,kBAAkB,YACT,KAAK,cAAc,IAAI,EAAa,aAAa,EAAE,KAAA,CAAM,MAAS,EAAK,aAAa;AAAA,EAG7F,aAAa,OAAO,MACX,KAAK,cAAc,IAAI,EAAa,MAAM,CAAI,EAAE,KAAA,CAAM,MAAS,EAAK,IAAI;AAAA,EAGjF,oBAAoB,OAAO,MAClB,KAAK,cACT,IAAI,GAAG,EAAa,aAAA,IAAiB,EAAY,IAAA,IAAQ,CAAW,EACpE,KAAA,CAAM,MAAS,EAAK,YAAY;AAEvC"}
+{"version":3,"file":"UserApi.es.js","names":[],"sources":["../../../src/core/api/UserApi.ts"],"sourcesContent":["import { Fetch } from '../utils'\nimport { ApiEndpoints } from '../constants'\nimport type { GlobalErrorHandler, User, UserInsightProfile, UserProfile } from '..'\n\nexport class UserApi {\n  fetchInstance: Fetch\n\n  constructor(endpoint: string, token: string, onError?: GlobalErrorHandler) {\n    this.fetchInstance = new Fetch(endpoint, token, undefined, onError)\n  }\n\n  getUserFeatures = async () => {\n    return this.fetchInstance.get(ApiEndpoints.USER_FEATURES).then((data) => data.user_features)\n  }\n\n  updateUser = async (user: User) => {\n    return this.fetchInstance.put(ApiEndpoints.USER, user).then((data) => data.user)\n  }\n\n  updateUserProfile = async (userProfile: UserProfile) => {\n    return this.fetchInstance\n      .put(`${ApiEndpoints.USER_PROFILES}/${userProfile.guid}`, userProfile)\n      .then((data) => data.user_profile)\n  }\n\n  // The endpoint is singular per user, so no guid in the path (mirrors pulse FireflyAPI).\n  updateUserInsightProfile = async (\n    profile: Partial<UserInsightProfile>,\n  ): Promise<UserInsightProfile> => {\n    return this.fetchInstance\n      .put(ApiEndpoints.USER_INSIGHT_PROFILE, { user_insight_profile: profile })\n      .then((data) => data.user_insight_profile)\n  }\n}\n"],"mappings":";;AAIA,IAAa,IAAb,MAAqB;AAAA,EACnB;AAAA,EAEA,YAAY,GAAkB,GAAe,GAA8B;AACzE,SAAK,gBAAgB,IAAI,EAAM,GAAU,GAAO,QAAW,CAAO;AAAA,EACpE;AAAA,EAEA,kBAAkB,YACT,KAAK,cAAc,IAAI,EAAa,aAAa,EAAE,KAAA,CAAM,MAAS,EAAK,aAAa;AAAA,EAG7F,aAAa,OAAO,MACX,KAAK,cAAc,IAAI,EAAa,MAAM,CAAI,EAAE,KAAA,CAAM,MAAS,EAAK,IAAI;AAAA,EAGjF,oBAAoB,OAAO,MAClB,KAAK,cACT,IAAI,GAAG,EAAa,aAAA,IAAiB,EAAY,IAAA,IAAQ,CAAW,EACpE,KAAA,CAAM,MAAS,EAAK,YAAY;AAAA,EAIrC,2BAA2B,OACzB,MAEO,KAAK,cACT,IAAI,EAAa,sBAAsB,EAAE,sBAAsB,EAAQ,CAAC,EACxE,KAAA,CAAM,MAAS,EAAK,oBAAoB;AAE/C"}

package/dist/core/constants/ApiEndpoints.d.ts

@@ -42,6 +42,7 @@ export declare const ApiEndpoints: {
     USER: string;
     USER_COMMUNICATION_PROFILE: string;
     USER_FEATURES: string;
+    USER_INSIGHT_PROFILE: string;
     USER_PROFILES: string;
     WIDGET_URLS: string;
 };

package/dist/core/constants/ApiEndpoints.es.js

@@ -42,6 +42,7 @@ var _ = {
   USER: "user",
   USER_COMMUNICATION_PROFILE: "user_communication_profile",
   USER_FEATURES: "user_features",
+  USER_INSIGHT_PROFILE: "user_insight_profile",
   USER_PROFILES: "user_profiles",
   WIDGET_URLS: "widget_urls"
 };

package/dist/core/constants/ApiEndpoints.es.js.map

@@ -1 +1 @@
-{"version":3,"file":"ApiEndpoints.es.js","names":[],"sources":["../../../src/core/constants/ApiEndpoints.ts"],"sourcesContent":["export const ApiEndpoints = {\n  ACCOUNTS: 'accounts',\n  ANALYTICS_EVENTS: 'analytics_events',\n  ANALYTICS_FEATURE_VISITS: 'feature_visits',\n  ANALYTICS_PAGEVIEWS: 'analytics_pageviews',\n  ANALYTICS_SESSION: 'analytics_sessions',\n  APP_DATA: 'raja/data?type=master',\n  BEATS: 'beats',\n  BUDGETS: 'budgets',\n  CATEGORIES: 'categories',\n  CHANGE_PASSWORD: 'user/change_password',\n  DATE_RANGE_CATEGORY_TOTALS: 'date_range_category_totals',\n  DEVICES: 'devices',\n  EMAIL_VERIFICATIONS: 'email_verifications',\n  GOALS: 'goals',\n  HEALTH_SCORES: 'health_scores',\n  HOLDINGS: 'holdings',\n  INSTITUTIONS: 'institutions',\n  INSIGHTS_NOTIFICATION_PROFILES: 'insight_notification_profiles',\n  LOCALIZED_COPY: 'localized_copies',\n  LOCALIZED_CONTENT: 'localized_content',\n  MEMBERS: 'members',\n  MERCHANTS: 'merchants',\n  MERCHANT_BUDGETS: 'merchant_budgets',\n  MONTHLY_CASH_FLOW_PROFILE: 'monthly_cash_flow_profile',\n  MONTHLY_CATEGORY_TOTALS: 'monthly_category_totals',\n  OFFERS: 'offers',\n  NOTIFICATION_PROFILES: 'notification_profiles',\n  NOTIFICATIONS: 'notifications',\n  PHONE_VERIFICATIONS: 'sms_verification',\n  PULSE_COMMUNICATIONS: 'pulse_communications',\n  REPEATING_TRANSACTIONS: 'repeating_transactions',\n  RETIREMENT_GOALS: 'retirement_goals',\n  RETIREMENT_GOAL_ACCOUNTS: 'retirement_goal_accounts',\n  SCHEDULED_PAYMENTS: 'scheduled_payments',\n  SPENDING_PLANS: 'spending_plans',\n  SUPPORT_TICKETS: 'support_tickets',\n  TAGGINGS: 'taggings',\n  TAGS: 'tags',\n  TRANSACTION_RULES: 'transaction_rules',\n  TRANSACTIONS: 'transactions',\n  USER: 'user',\n  USER_COMMUNICATION_PROFILE: 'user_communication_profile',\n  USER_FEATURES: 'user_features',\n  USER_PROFILES: 'user_profiles',\n  WIDGET_URLS: 'widget_urls',\n}\n"],"mappings":"AAAA,IAAa,IAAe;AAAA,EAC1B,UAAU;AAAA,EACV,kBAAkB;AAAA,EAClB,0BAA0B;AAAA,EAC1B,qBAAqB;AAAA,EACrB,mBAAmB;AAAA,EACnB,UAAU;AAAA,EACV,OAAO;AAAA,EACP,SAAS;AAAA,EACT,YAAY;AAAA,EACZ,iBAAiB;AAAA,EACjB,4BAA4B;AAAA,EAC5B,SAAS;AAAA,EACT,qBAAqB;AAAA,EACrB,OAAO;AAAA,EACP,eAAe;AAAA,EACf,UAAU;AAAA,EACV,cAAc;AAAA,EACd,gCAAgC;AAAA,EAChC,gBAAgB;AAAA,EAChB,mBAAmB;AAAA,EACnB,SAAS;AAAA,EACT,WAAW;AAAA,EACX,kBAAkB;AAAA,EAClB,2BAA2B;AAAA,EAC3B,yBAAyB;AAAA,EACzB,QAAQ;AAAA,EACR,uBAAuB;AAAA,EACvB,eAAe;AAAA,EACf,qBAAqB;AAAA,EACrB,sBAAsB;AAAA,EACtB,wBAAwB;AAAA,EACxB,kBAAkB;AAAA,EAClB,0BAA0B;AAAA,EAC1B,oBAAoB;AAAA,EACpB,gBAAgB;AAAA,EAChB,iBAAiB;AAAA,EACjB,UAAU;AAAA,EACV,MAAM;AAAA,EACN,mBAAmB;AAAA,EACnB,cAAc;AAAA,EACd,MAAM;AAAA,EACN,4BAA4B;AAAA,EAC5B,eAAe;AAAA,EACf,eAAe;AAAA,EACf,aAAa;AACf"}
+{"version":3,"file":"ApiEndpoints.es.js","names":[],"sources":["../../../src/core/constants/ApiEndpoints.ts"],"sourcesContent":["export const ApiEndpoints = {\n  ACCOUNTS: 'accounts',\n  ANALYTICS_EVENTS: 'analytics_events',\n  ANALYTICS_FEATURE_VISITS: 'feature_visits',\n  ANALYTICS_PAGEVIEWS: 'analytics_pageviews',\n  ANALYTICS_SESSION: 'analytics_sessions',\n  APP_DATA: 'raja/data?type=master',\n  BEATS: 'beats',\n  BUDGETS: 'budgets',\n  CATEGORIES: 'categories',\n  CHANGE_PASSWORD: 'user/change_password',\n  DATE_RANGE_CATEGORY_TOTALS: 'date_range_category_totals',\n  DEVICES: 'devices',\n  EMAIL_VERIFICATIONS: 'email_verifications',\n  GOALS: 'goals',\n  HEALTH_SCORES: 'health_scores',\n  HOLDINGS: 'holdings',\n  INSTITUTIONS: 'institutions',\n  INSIGHTS_NOTIFICATION_PROFILES: 'insight_notification_profiles',\n  LOCALIZED_COPY: 'localized_copies',\n  LOCALIZED_CONTENT: 'localized_content',\n  MEMBERS: 'members',\n  MERCHANTS: 'merchants',\n  MERCHANT_BUDGETS: 'merchant_budgets',\n  MONTHLY_CASH_FLOW_PROFILE: 'monthly_cash_flow_profile',\n  MONTHLY_CATEGORY_TOTALS: 'monthly_category_totals',\n  OFFERS: 'offers',\n  NOTIFICATION_PROFILES: 'notification_profiles',\n  NOTIFICATIONS: 'notifications',\n  PHONE_VERIFICATIONS: 'sms_verification',\n  PULSE_COMMUNICATIONS: 'pulse_communications',\n  REPEATING_TRANSACTIONS: 'repeating_transactions',\n  RETIREMENT_GOALS: 'retirement_goals',\n  RETIREMENT_GOAL_ACCOUNTS: 'retirement_goal_accounts',\n  SCHEDULED_PAYMENTS: 'scheduled_payments',\n  SPENDING_PLANS: 'spending_plans',\n  SUPPORT_TICKETS: 'support_tickets',\n  TAGGINGS: 'taggings',\n  TAGS: 'tags',\n  TRANSACTION_RULES: 'transaction_rules',\n  TRANSACTIONS: 'transactions',\n  USER: 'user',\n  USER_COMMUNICATION_PROFILE: 'user_communication_profile',\n  USER_FEATURES: 'user_features',\n  USER_INSIGHT_PROFILE: 'user_insight_profile',\n  USER_PROFILES: 'user_profiles',\n  WIDGET_URLS: 'widget_urls',\n}\n"],"mappings":"AAAA,IAAa,IAAe;AAAA,EAC1B,UAAU;AAAA,EACV,kBAAkB;AAAA,EAClB,0BAA0B;AAAA,EAC1B,qBAAqB;AAAA,EACrB,mBAAmB;AAAA,EACnB,UAAU;AAAA,EACV,OAAO;AAAA,EACP,SAAS;AAAA,EACT,YAAY;AAAA,EACZ,iBAAiB;AAAA,EACjB,4BAA4B;AAAA,EAC5B,SAAS;AAAA,EACT,qBAAqB;AAAA,EACrB,OAAO;AAAA,EACP,eAAe;AAAA,EACf,UAAU;AAAA,EACV,cAAc;AAAA,EACd,gCAAgC;AAAA,EAChC,gBAAgB;AAAA,EAChB,mBAAmB;AAAA,EACnB,SAAS;AAAA,EACT,WAAW;AAAA,EACX,kBAAkB;AAAA,EAClB,2BAA2B;AAAA,EAC3B,yBAAyB;AAAA,EACzB,QAAQ;AAAA,EACR,uBAAuB;AAAA,EACvB,eAAe;AAAA,EACf,qBAAqB;AAAA,EACrB,sBAAsB;AAAA,EACtB,wBAAwB;AAAA,EACxB,kBAAkB;AAAA,EAClB,0BAA0B;AAAA,EAC1B,oBAAoB;AAAA,EACpB,gBAAgB;AAAA,EAChB,iBAAiB;AAAA,EACjB,UAAU;AAAA,EACV,MAAM;AAAA,EACN,mBAAmB;AAAA,EACnB,cAAc;AAAA,EACd,MAAM;AAAA,EACN,4BAA4B;AAAA,EAC5B,eAAe;AAAA,EACf,sBAAsB;AAAA,EACtB,eAAe;AAAA,EACf,aAAa;AACf"}

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

@@ -53,7 +53,8 @@ export declare class AccountStore {
     refreshAccounts: () => Promise<void>;
     refreshMembers: () => Promise<void>;
     removeAccount: (accountGuid: string) => Promise<void>;
-    updateAccount: (account: Account) => Promise<void>;
+    /** Resolves `true` when the account was saved, `false` when the API call failed. */
+    updateAccount: (account: Account) => Promise<boolean>;
     updateAccountBalance: (accountGuid: string, balanceChange: number) => void;
     updateAccountFilter: (accountMap: Map<string, boolean>) => Promise<void>;
 }

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

@@ -37,8 +37,8 @@ var C = class {
   get accountsByTypeMap() {
     return this.detailedAccounts.reduce((t, e) => {
       const s = e.account_type;
-      let o = t.get(s);
-      return o || (o = []), o.push(e), t.set(s, o), t;
+      let n = t.get(s);
+      return n || (n = []), n.push(e), t.set(s, n), t;
     }, /* @__PURE__ */ new Map());
   }
   get cashAccounts() {
@@ -163,9 +163,9 @@ var C = class {
     try {
       const e = await this.api.mergeAccounts(t), s = e[Object.keys(e)[0]];
       d(() => {
-        const o = this.accounts.findIndex((n) => n.guid === t[1]);
-        this.accounts.splice(o, 1);
-        const i = this.accounts.findIndex((n) => n.guid === t[0]);
+        const n = this.accounts.findIndex((o) => o.guid === t[1]);
+        this.accounts.splice(n, 1);
+        const i = this.accounts.findIndex((o) => o.guid === t[0]);
         this.accounts.splice(i, 1, s);
       });
     } catch (e) {
@@ -197,14 +197,14 @@ var C = class {
   };
   updateAccount = async (t) => {
     try {
-      const e = await this.api.updateAccount(t), s = this.accounts.findIndex((o) => o.guid === e.guid);
-      this.accounts.splice(s, 1, e);
+      const e = await this.api.updateAccount(t), s = this.accounts.findIndex((n) => n.guid === e.guid);
+      return this.accounts.splice(s, 1, e), !0;
     } catch (e) {
-      console.error("Error occurred while updating account:", e), this.globalStore.captureException(e, { store: "AccountStore" });
+      return console.error("Error occurred while updating account:", e), this.globalStore.captureException(e, { store: "AccountStore" }), !1;
     }
   };
   updateAccountBalance = (t, e) => {
-    const s = this.accounts.find((o) => o.guid === t);
+    const s = this.accounts.find((n) => n.guid === t);
     s && d(() => {
       s.balance = (s.balance || 0) + e;
     });
@@ -212,22 +212,22 @@ var C = class {
   updateAccountFilter = async (t) => {
     try {
       const e = [];
-      for (const [i, n] of t.entries()) {
+      for (const [i, o] of t.entries()) {
         const r = this.accounts.find((u) => u.guid === i);
-        if (r && r.is_excluded_from_accounts === n) {
+        if (r && r.is_excluded_from_accounts === o) {
           const u = {
             ...r,
-            is_excluded_from_accounts: !n
+            is_excluded_from_accounts: !o
           };
           e.push(this.api.updateAccount(u).catch((l) => (console.error("Error occurred while updating account filter:", l), this.globalStore.captureException(l, { store: "AccountStore" }), null)));
         }
       }
-      const s = (await Promise.all(e)).filter((i) => i !== null), o = [...this.accounts];
+      const s = (await Promise.all(e)).filter((i) => i !== null), n = [...this.accounts];
       for (const i of s) {
-        const n = o.findIndex((r) => r.guid === i.guid);
-        n !== -1 && o.splice(n, 1, i);
+        const o = n.findIndex((r) => r.guid === i.guid);
+        o !== -1 && n.splice(o, 1, i);
       }
-      this.setAccounts(o);
+      this.setAccounts(n);
     } catch (e) {
       console.error("Error occurred while updating account filter:", e), this.globalStore.captureException(e, { store: "AccountStore" });
     }

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

@@ -1 +1 @@
-{"version":3,"file":"AccountStore.es.js","names":[],"sources":["../../../src/core/stores/AccountStore.ts"],"sourcesContent":["import { makeAutoObservable, runInAction } from 'mobx'\n\nimport { AccountApi } from '../api'\nimport { upsertByGuid } from '../utils/upsertByGuid'\nimport {\n  type Account,\n  type DetailedAccount,\n  type Institution,\n  type Member,\n  AccountType,\n  AccountSubType,\n} from '../types'\nimport { augmentAccounts } from '../utils/AccountUtils'\nimport { isFeatureEnabled } from '../utils/UserUtils'\n\nimport { GlobalStore } from './GlobalStore'\n\nexport class AccountStore {\n  globalStore: GlobalStore\n  api: AccountApi = new AccountApi('/', '')\n\n  accounts: Account[] = []\n  accountsLoaded: boolean = false\n  accountsLoading: boolean = false\n  institutions: Institution[] = []\n  institutionsLoaded: boolean = false\n  institutionsLoading: boolean = false\n  members: Member[] = []\n  membersLoaded: boolean = false\n  membersLoading: boolean = false\n  uiStore: UiStore\n\n  constructor(globalStore: GlobalStore) {\n    this.globalStore = globalStore\n    this.uiStore = new UiStore()\n    this.api = new AccountApi(globalStore.endpoint, globalStore.sessionToken, globalStore.onError)\n\n    makeAutoObservable(this)\n  }\n\n  loadAccountData = async () => {\n    await Promise.all([this.loadAccounts(), this.loadMembers(), this.loadInstitutions()])\n  }\n\n  get isAccountDataLoaded(): boolean {\n    return this.accountsLoaded && this.membersLoaded && this.institutionsLoaded\n  }\n\n  get detailedAccounts(): DetailedAccount[] {\n    const userFeatures = this.globalStore.userStore.userFeatures\n    const excludeExternal = isFeatureEnabled(userFeatures, 'MD_EXCLUDE_EXTERNAL_ACCOUNTS')\n\n    // Hide held account when this flag is toggled and this is the individual accounts widget\n    const excludeHeld =\n      this.globalStore.appConfig.config.display_only_external_accounts_in_accounts &&\n      this.globalStore.appConfig.options.subtype === 'accounts' // Indicates this is an individual widget\n\n    return augmentAccounts(\n      this.accounts,\n      this.institutions,\n      this.members,\n      excludeExternal,\n      excludeHeld,\n    )\n  }\n\n  get accountsByTypeMap(): Map<AccountType, DetailedAccount[]> {\n    return this.detailedAccounts.reduce((typeMap: Map<AccountType, DetailedAccount[]>, account) => {\n      const accountType = account.account_type\n\n      let accounts = typeMap.get(accountType)\n      if (!accounts) {\n        accounts = []\n      }\n      accounts.push(account)\n      typeMap.set(accountType, accounts)\n\n      return typeMap\n    }, new Map<AccountType, DetailedAccount[]>())\n  }\n\n  get cashAccounts(): DetailedAccount[] {\n    return this.detailedAccounts.filter(\n      (account: Account) =>\n        account.account_type === AccountType.CASH ||\n        account.account_type === AccountType.CHECKING ||\n        account.account_type === AccountType.PREPAID ||\n        account.account_type === AccountType.SAVINGS ||\n        account.account_type === AccountType.CHECKING_LINE_OF_CREDIT,\n    )\n  }\n\n  get cashBalance(): number {\n    return this.cashAccounts.reduce((total, account) => total + (account?.balance || 0), 0)\n  }\n\n  get checkingAccounts(): DetailedAccount[] {\n    return this.detailedAccounts.filter((a: Account) => a.account_type === AccountType.CHECKING)\n  }\n\n  get debtAccounts(): DetailedAccount[] {\n    return this.detailedAccounts.filter(\n      (account: Account) =>\n        account.account_type === AccountType.CREDIT_CARD ||\n        account.account_type === AccountType.LOAN ||\n        account.account_type === AccountType.MORTGAGE ||\n        account.account_type === AccountType.LINE_OF_CREDIT ||\n        account.account_type === AccountType.CHECKING_LINE_OF_CREDIT,\n    )\n  }\n\n  get finstrongAccounts(): DetailedAccount[] {\n    const eligibleTypes = new Set([\n      AccountType.CHECKING,\n      AccountType.SAVINGS,\n      AccountType.CREDIT_CARD,\n      AccountType.INVESTMENT,\n    ])\n\n    return this.detailedAccounts.filter((account) => eligibleTypes.has(account.account_type))\n  }\n\n  get investmentAccounts(): DetailedAccount[] {\n    return this.detailedAccounts.filter(\n      (account: Account) => account.account_type === AccountType.INVESTMENT,\n    )\n  }\n\n  get manualAccounts(): DetailedAccount[] {\n    return this.detailedAccounts.filter((account) => account.is_manual)\n  }\n\n  get savingsAccounts(): DetailedAccount[] {\n    return this.detailedAccounts.filter((a: Account) => a.account_type === AccountType.SAVINGS)\n  }\n\n  get retirementAccounts(): Account[] {\n    return this.detailedAccounts.filter(\n      (account: Account) =>\n        account.account_type === AccountType.INVESTMENT ||\n        account.account_type === AccountType.SAVINGS ||\n        account.account_type === AccountType.CHECKING ||\n        account.account_type === AccountType.CASH ||\n        account.account_type === AccountType.PROPERTY ||\n        (account.account_type === AccountType.INSURANCE &&\n          (account.account_subtype === AccountSubType.WHOLE_LIFE ||\n            account.account_subtype === AccountSubType.UNIVERSAL_LIFE ||\n            account.account_subtype === AccountSubType.VARIABLE_UNIVERSAL_LIFE)),\n    )\n  }\n\n  get visibleAccounts(): DetailedAccount[] {\n    return this.detailedAccounts.filter((a: Account) => !a.is_hidden && !a.is_closed)\n  }\n\n  get visibleCashAccounts(): DetailedAccount[] {\n    return this.cashAccounts.filter((account: Account) => !account.is_hidden)\n  }\n\n  get visibleCashBalance(): number {\n    return this.visibleCashAccounts.reduce((total, account) => total + (account?.balance || 0), 0)\n  }\n\n  get visibleCheckingAccounts(): DetailedAccount[] {\n    return this.checkingAccounts.filter((account: Account) => !account.is_hidden)\n  }\n\n  get visibleDebtAccounts(): DetailedAccount[] {\n    return this.debtAccounts.filter((account: Account) => !account.is_hidden)\n  }\n\n  get visibleFinstrongAccounts(): DetailedAccount[] {\n    return this.finstrongAccounts.filter(\n      (account: Account) => !(account.is_closed || account.is_deleted || account.is_hidden),\n    )\n  }\n\n  get visibleRetirementAccounts(): Account[] {\n    return this.retirementAccounts.filter((account: Account) => !account.is_hidden)\n  }\n\n  get visibleInvestmentAccounts(): DetailedAccount[] {\n    return this.investmentAccounts.filter((account: Account) => !account.is_hidden)\n  }\n\n  get visibleSavingsAccounts(): DetailedAccount[] {\n    return this.savingsAccounts.filter((account: Account) => !account.is_hidden)\n  }\n\n  get savingsAndCheckingAccountsBalance(): number {\n    const savingsAndCheckingAccountsList = this.savingsAndCheckingAccounts\n\n    return savingsAndCheckingAccountsList.reduce(\n      (total, account) => total + (account?.balance || 0),\n      0,\n    )\n  }\n\n  get savingsAndCheckingAccounts(): Account[] {\n    const savingsAndCheckingAccounts = this.accounts.filter(\n      (account: Account) =>\n        account.account_type === AccountType.SAVINGS ||\n        account.account_type === AccountType.CHECKING,\n    )\n\n    return savingsAndCheckingAccounts\n  }\n\n  setAccounts = (accounts: Account[]) => {\n    this.accounts = accounts\n    this.accountsLoading = false\n    this.accountsLoaded = true\n  }\n\n  setMembers = (members: Member[]) => {\n    this.members = members\n    this.membersLoading = false\n    this.membersLoaded = true\n  }\n\n  setInstitutions = (institutions: Institution[]) => {\n    this.institutions = institutions\n    this.institutionsLoading = false\n    this.institutionsLoaded = true\n  }\n\n  addAccount = async (account: Account) => {\n    try {\n      const newAccount = await this.api.createAccount(account)\n\n      runInAction(() => {\n        this.accounts = upsertByGuid(this.accounts, newAccount)\n      })\n    } catch (error) {\n      console.error('Error occurred while adding an account:', error)\n      this.globalStore.captureException(error, { store: 'AccountStore' })\n    }\n  }\n\n  loadAccounts = async () => {\n    if (this.accountsLoading) return\n\n    this.accountsLoading = true\n    try {\n      const accounts = await this.api.getAccounts()\n      this.setAccounts(accounts)\n    } catch (error) {\n      console.error('Error occurred while loading accounts:', error)\n      this.globalStore.captureException(error, { store: 'AccountStore' })\n      this.setAccounts([])\n    }\n  }\n\n  loadInstitutions = async () => {\n    if (this.institutionsLoading) return\n\n    this.institutionsLoading = true\n    try {\n      const institutions = await this.api.getInstitutions()\n      this.setInstitutions(institutions)\n    } catch (error) {\n      console.error('Error occurred while loading institutions:', error)\n      this.globalStore.captureException(error, { store: 'AccountStore' })\n      this.setInstitutions([])\n    }\n  }\n\n  loadMembers = async () => {\n    if (this.membersLoading) return\n\n    this.membersLoading = true\n    try {\n      const members = await this.api.getMembers()\n      this.setMembers(members)\n    } catch (error) {\n      console.error('Error occurred while loading members:', error)\n      this.globalStore.captureException(error, { store: 'AccountStore' })\n      this.setMembers([])\n    }\n  }\n\n  mergeAccounts = async (accountGuids: string[]) => {\n    try {\n      const response = await this.api.mergeAccounts(accountGuids)\n      // the response from the api is a funky database key here, so this is essentially just getting the first item in the returned object\n      // to prevent making multiple api calls here\n      const mergedAccount = response[Object.keys(response)[0]]\n\n      runInAction(() => {\n        const account2Index = this.accounts.findIndex((account) => account.guid === accountGuids[1])\n        this.accounts.splice(account2Index, 1)\n\n        const account1Index = this.accounts.findIndex((account) => account.guid === accountGuids[0])\n        this.accounts.splice(account1Index, 1, mergedAccount)\n      })\n    } catch (error) {\n      console.error('Error occurred while merging accounts:', error)\n      this.globalStore.captureException(error, { store: 'AccountStore' })\n    }\n  }\n\n  /**\n   * DEPRECATED: Use loadAccountData instead\n   */\n  refreshAccounts = async () => {\n    await Promise.all([this.loadAccounts(), this.loadInstitutions(), this.loadMembers()])\n  }\n\n  refreshMembers = async () => {\n    try {\n      await this.api.refreshAllMembers()\n    } catch (error) {\n      console.error('Error occurred while refreshing members:', error)\n      this.globalStore.captureException(error, { store: 'AccountStore' })\n    }\n  }\n\n  removeAccount = async (accountGuid: string) => {\n    try {\n      await this.api.deleteAccount(accountGuid)\n\n      const deletedIndex = this.accounts.findIndex((account) => account.guid === accountGuid)\n      this.accounts.splice(deletedIndex, 1)\n    } catch (error) {\n      console.error('Error occurred while removing an account:', error)\n      this.globalStore.captureException(error, { store: 'AccountStore' })\n    }\n  }\n\n  updateAccount = async (account: Account) => {\n    try {\n      const updatedAccount = await this.api.updateAccount(account)\n\n      const updatedAccountIndex = this.accounts.findIndex(\n        (account) => account.guid === updatedAccount.guid,\n      )\n\n      this.accounts.splice(updatedAccountIndex, 1, updatedAccount)\n    } catch (error) {\n      console.error('Error occurred while updating account:', error)\n      this.globalStore.captureException(error, { store: 'AccountStore' })\n    }\n  }\n\n  updateAccountBalance = (accountGuid: string, balanceChange: number) => {\n    const account = this.accounts.find((a) => a.guid === accountGuid)\n\n    if (account) {\n      runInAction(() => {\n        account.balance = (account.balance || 0) + balanceChange\n      })\n    }\n  }\n\n  updateAccountFilter = async (accountMap: Map<string, boolean>) => {\n    try {\n      const accountUpdates: Promise<Account | null>[] = []\n      for (const [guid, isSelected] of accountMap.entries()) {\n        const account = this.accounts.find((acc) => acc.guid === guid)\n\n        if (account && account.is_excluded_from_accounts === isSelected) {\n          const updatedPayload = { ...account, is_excluded_from_accounts: !isSelected }\n          accountUpdates.push(\n            this.api.updateAccount(updatedPayload).catch((error) => {\n              console.error('Error occurred while updating account filter:', error)\n              this.globalStore.captureException(error, { store: 'AccountStore' })\n              return null\n            }),\n          )\n        }\n      }\n\n      const results = await Promise.all(accountUpdates)\n      const updatedAccounts: Account[] = results.filter((acc): acc is Account => acc !== null)\n\n      const accounts = [...this.accounts]\n      for (const updatedAccount of updatedAccounts) {\n        const index = accounts.findIndex((acc) => acc.guid === updatedAccount.guid)\n        if (index !== -1) {\n          accounts.splice(index, 1, updatedAccount)\n        }\n      }\n      this.setAccounts(accounts)\n    } catch (error) {\n      console.error('Error occurred while updating account filter:', error)\n      this.globalStore.captureException(error, { store: 'AccountStore' })\n    }\n  }\n}\n\n// TODO: Move into AccountStore\nclass UiStore {\n  selectedAccount: Account = {} as Account\n  selectedMember: Member = {} as Member\n\n  constructor() {\n    makeAutoObservable(this)\n  }\n\n  setSelectedAccount = (account: Account) => (this.selectedAccount = account)\n  setSelectedMember = (member: Member) => (this.selectedMember = 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+{"version":3,"file":"AccountStore.es.js","names":[],"sources":["../../../src/core/stores/AccountStore.ts"],"sourcesContent":["import { makeAutoObservable, runInAction } from 'mobx'\n\nimport { AccountApi } from '../api'\nimport { upsertByGuid } from '../utils/upsertByGuid'\nimport {\n  type Account,\n  type DetailedAccount,\n  type Institution,\n  type Member,\n  AccountType,\n  AccountSubType,\n} from '../types'\nimport { augmentAccounts } from '../utils/AccountUtils'\nimport { isFeatureEnabled } from '../utils/UserUtils'\n\nimport { GlobalStore } from './GlobalStore'\n\nexport class AccountStore {\n  globalStore: GlobalStore\n  api: AccountApi = new AccountApi('/', '')\n\n  accounts: Account[] = []\n  accountsLoaded: boolean = false\n  accountsLoading: boolean = false\n  institutions: Institution[] = []\n  institutionsLoaded: boolean = false\n  institutionsLoading: boolean = false\n  members: Member[] = []\n  membersLoaded: boolean = false\n  membersLoading: boolean = false\n  uiStore: UiStore\n\n  constructor(globalStore: GlobalStore) {\n    this.globalStore = globalStore\n    this.uiStore = new UiStore()\n    this.api = new AccountApi(globalStore.endpoint, globalStore.sessionToken, globalStore.onError)\n\n    makeAutoObservable(this)\n  }\n\n  loadAccountData = async () => {\n    await Promise.all([this.loadAccounts(), this.loadMembers(), this.loadInstitutions()])\n  }\n\n  get isAccountDataLoaded(): boolean {\n    return this.accountsLoaded && this.membersLoaded && this.institutionsLoaded\n  }\n\n  get detailedAccounts(): DetailedAccount[] {\n    const userFeatures = this.globalStore.userStore.userFeatures\n    const excludeExternal = isFeatureEnabled(userFeatures, 'MD_EXCLUDE_EXTERNAL_ACCOUNTS')\n\n    // Hide held account when this flag is toggled and this is the individual accounts widget\n    const excludeHeld =\n      this.globalStore.appConfig.config.display_only_external_accounts_in_accounts &&\n      this.globalStore.appConfig.options.subtype === 'accounts' // Indicates this is an individual widget\n\n    return augmentAccounts(\n      this.accounts,\n      this.institutions,\n      this.members,\n      excludeExternal,\n      excludeHeld,\n    )\n  }\n\n  get accountsByTypeMap(): Map<AccountType, DetailedAccount[]> {\n    return this.detailedAccounts.reduce((typeMap: Map<AccountType, DetailedAccount[]>, account) => {\n      const accountType = account.account_type\n\n      let accounts = typeMap.get(accountType)\n      if (!accounts) {\n        accounts = []\n      }\n      accounts.push(account)\n      typeMap.set(accountType, accounts)\n\n      return typeMap\n    }, new Map<AccountType, DetailedAccount[]>())\n  }\n\n  get cashAccounts(): DetailedAccount[] {\n    return this.detailedAccounts.filter(\n      (account: Account) =>\n        account.account_type === AccountType.CASH ||\n        account.account_type === AccountType.CHECKING ||\n        account.account_type === AccountType.PREPAID ||\n        account.account_type === AccountType.SAVINGS ||\n        account.account_type === AccountType.CHECKING_LINE_OF_CREDIT,\n    )\n  }\n\n  get cashBalance(): number {\n    return this.cashAccounts.reduce((total, account) => total + (account?.balance || 0), 0)\n  }\n\n  get checkingAccounts(): DetailedAccount[] {\n    return this.detailedAccounts.filter((a: Account) => a.account_type === AccountType.CHECKING)\n  }\n\n  get debtAccounts(): DetailedAccount[] {\n    return this.detailedAccounts.filter(\n      (account: Account) =>\n        account.account_type === AccountType.CREDIT_CARD ||\n        account.account_type === AccountType.LOAN ||\n        account.account_type === AccountType.MORTGAGE ||\n        account.account_type === AccountType.LINE_OF_CREDIT ||\n        account.account_type === AccountType.CHECKING_LINE_OF_CREDIT,\n    )\n  }\n\n  get finstrongAccounts(): DetailedAccount[] {\n    const eligibleTypes = new Set([\n      AccountType.CHECKING,\n      AccountType.SAVINGS,\n      AccountType.CREDIT_CARD,\n      AccountType.INVESTMENT,\n    ])\n\n    return this.detailedAccounts.filter((account) => eligibleTypes.has(account.account_type))\n  }\n\n  get investmentAccounts(): DetailedAccount[] {\n    return this.detailedAccounts.filter(\n      (account: Account) => account.account_type === AccountType.INVESTMENT,\n    )\n  }\n\n  get manualAccounts(): DetailedAccount[] {\n    return this.detailedAccounts.filter((account) => account.is_manual)\n  }\n\n  get savingsAccounts(): DetailedAccount[] {\n    return this.detailedAccounts.filter((a: Account) => a.account_type === AccountType.SAVINGS)\n  }\n\n  get retirementAccounts(): Account[] {\n    return this.detailedAccounts.filter(\n      (account: Account) =>\n        account.account_type === AccountType.INVESTMENT ||\n        account.account_type === AccountType.SAVINGS ||\n        account.account_type === AccountType.CHECKING ||\n        account.account_type === AccountType.CASH ||\n        account.account_type === AccountType.PROPERTY ||\n        (account.account_type === AccountType.INSURANCE &&\n          (account.account_subtype === AccountSubType.WHOLE_LIFE ||\n            account.account_subtype === AccountSubType.UNIVERSAL_LIFE ||\n            account.account_subtype === AccountSubType.VARIABLE_UNIVERSAL_LIFE)),\n    )\n  }\n\n  get visibleAccounts(): DetailedAccount[] {\n    return this.detailedAccounts.filter((a: Account) => !a.is_hidden && !a.is_closed)\n  }\n\n  get visibleCashAccounts(): DetailedAccount[] {\n    return this.cashAccounts.filter((account: Account) => !account.is_hidden)\n  }\n\n  get visibleCashBalance(): number {\n    return this.visibleCashAccounts.reduce((total, account) => total + (account?.balance || 0), 0)\n  }\n\n  get visibleCheckingAccounts(): DetailedAccount[] {\n    return this.checkingAccounts.filter((account: Account) => !account.is_hidden)\n  }\n\n  get visibleDebtAccounts(): DetailedAccount[] {\n    return this.debtAccounts.filter((account: Account) => 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package/dist/core/stores/BeatStore.d.ts

@@ -8,6 +8,12 @@ export declare class BeatStore {
     isLoading: boolean;
     constructor(globalStore: GlobalStore);
     loadBeats: () => Promise<void>;
+    /**
+     * Persists changes to an offer-backed beat (pulse marketing offers, `PUT offers/:guid`),
+     * e.g. flagging `has_been_clicked` when its CTA is pressed. Rethrows so callers driving
+     * UI state can surface the failure.
+     */
+    updateOffer: (beat: Beat) => Promise<any>;
     getFilteredBeats(filter: {
         categoryGuids?: string[];
         templates?: string[];

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

@@ -1,43 +1,56 @@
-import { BeatApi as s } from "../api/BeatApi.es.js";
+import { BeatApi as i } from "../api/BeatApi.es.js";
 import { orderArray as o, transformOfferIntoBeatLikeObject as n } from "../utils/BeatUtils.es.js";
-import { makeAutoObservable as l, runInAction as i } from "mobx";
-var B = class {
+import { makeAutoObservable as c, runInAction as s } from "mobx";
+var u = class {
   globalStore;
-  api = new s("/", "");
+  api = new i("/", "");
   beats = [];
   isLoading = !1;
   constructor(t) {
-    this.globalStore = t, this.api = new s(t.endpoint, t.sessionToken, t.onError), l(this);
+    this.globalStore = t, this.api = new i(t.endpoint, t.sessionToken, t.onError), c(this);
   }
   loadBeats = async () => {
     this.isLoading = !0;
     try {
-      const t = await this.api.getBeats(), r = (await this.api.getOffers()).map((a) => n(a));
-      i(() => {
-        this.beats = o(t, r, "active_at", "desc");
+      const t = await this.api.getBeats(), e = (await this.api.getOffers()).map((r) => n(r));
+      s(() => {
+        this.beats = o(t, e, "active_at", "desc");
       });
     } catch (t) {
       console.error("Error occurred while loading beats:", t), this.globalStore.captureException(t, { store: "BeatStore" });
     } finally {
-      i(() => {
+      s(() => {
         this.isLoading = !1;
       });
     }
   };
+  updateOffer = async (t) => {
+    try {
+      const e = await this.api.updateOffer(t);
+      return s(() => {
+        this.beats = this.beats.map((r) => r.guid === t.guid ? {
+          ...r,
+          ...e
+        } : r);
+      }), e;
+    } catch (e) {
+      throw console.error("Error occurred while updating offer:", e), this.globalStore.captureException(e, { store: "BeatStore" }), e;
+    }
+  };
   getFilteredBeats(t) {
-    const { categoryGuids: r, templates: a } = t;
-    let e = this.beats;
-    return r && (e = this.filterBeatsByCategory(e, r)), a && (e = this.filterBeatsByTemplate(e, a)), e;
+    const { categoryGuids: e, templates: r } = t;
+    let a = this.beats;
+    return e && (a = this.filterBeatsByCategory(a, e)), r && (a = this.filterBeatsByTemplate(a, r)), a;
   }
-  filterBeatsByCategory(t, r) {
-    return t.filter((a) => a.category_guids?.some((e) => r.includes(e)));
+  filterBeatsByCategory(t, e) {
+    return t.filter((r) => r.category_guids?.some((a) => e.includes(a)));
   }
-  filterBeatsByTemplate(t, r) {
-    return t.filter((a) => r.some((e) => a.template === e));
+  filterBeatsByTemplate(t, e) {
+    return t.filter((r) => e.some((a) => r.template === a));
   }
 };
 export {
-  B as BeatStore
+  u as BeatStore
 };
 
 //# sourceMappingURL=BeatStore.es.js.map

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

@@ -1 +1 @@
-{"version":3,"file":"BeatStore.es.js","names":[],"sources":["../../../src/core/stores/BeatStore.ts"],"sourcesContent":["import { makeAutoObservable, runInAction } from 'mobx'\n\nimport { BeatApi } from '../api'\nimport type { Beat, Offer } from '../types'\nimport { orderArray, transformOfferIntoBeatLikeObject } from '../utils/BeatUtils'\n\nimport { GlobalStore } from './GlobalStore'\n\nexport class BeatStore {\n  globalStore: GlobalStore\n  api: BeatApi = new BeatApi('/', '')\n  beats: Beat[] = []\n  isLoading = false\n\n  constructor(globalStore: GlobalStore) {\n    this.globalStore = globalStore\n    this.api = new BeatApi(globalStore.endpoint, globalStore.sessionToken, globalStore.onError)\n\n    makeAutoObservable(this)\n  }\n\n  loadBeats = async () => {\n    this.isLoading = true\n    try {\n      const beats = await this.api.getBeats()\n      const offers = await this.api.getOffers()\n      const beatLikeOffers = offers.map((o: Offer) => transformOfferIntoBeatLikeObject(o))\n\n      runInAction(() => {\n        this.beats = orderArray(beats, beatLikeOffers, 'active_at', 'desc')\n      })\n    } catch (error) {\n      console.error('Error occurred while loading beats:', error)\n      this.globalStore.captureException(error, { store: 'BeatStore' })\n    } finally {\n      runInAction(() => {\n        this.isLoading = false\n      })\n    }\n  }\n\n  getFilteredBeats(filter: { categoryGuids?: string[]; templates?: string[] }): Beat[] {\n    const { categoryGuids, templates } = filter\n    let filteredBeats = this.beats\n    if (categoryGuids) filteredBeats = this.filterBeatsByCategory(filteredBeats, categoryGuids)\n    if (templates) filteredBeats = this.filterBeatsByTemplate(filteredBeats, templates)\n    return filteredBeats\n  }\n\n  // Return beats with any beat.category_guids that are in categoryGuids\n  filterBeatsByCategory(beats: Beat[], categoryGuids: string[]): Beat[] {\n    return beats.filter((beat) => {\n      return beat.category_guids?.some((guid) => categoryGuids.includes(guid))\n    })\n  }\n\n  // Return beats with a beat.template that is in templates\n  filterBeatsByTemplate(beats: Beat[], templates: string[]): Beat[] {\n    return beats.filter((beat) => {\n      return templates.some((template) => beat.template === template)\n    })\n  }\n}\n"],"mappings":";;;AAQA,IAAa,IAAb,MAAuB;AAAA,EACrB;AAAA,EACA,MAAe,IAAI,EAAQ,KAAK,EAAE;AAAA,EAClC,QAAgB,CAAC;AAAA,EACjB,YAAY;AAAA,EAEZ,YAAY,GAA0B;AACpC,SAAK,cAAc,GACnB,KAAK,MAAM,IAAI,EAAQ,EAAY,UAAU,EAAY,cAAc,EAAY,OAAO,GAE1F,EAAmB,IAAI;AAAA,EACzB;AAAA,EAEA,YAAY,YAAY;AACtB,SAAK,YAAY;AACjB,QAAI;AACF,YAAM,IAAQ,MAAM,KAAK,IAAI,SAAS,GAEhC,KAAiB,MADF,KAAK,IAAI,UAAU,GACV,IAAA,CAAK,MAAa,EAAiC,CAAC,CAAC;AAEnF,MAAA,EAAA,MAAkB;AAChB,aAAK,QAAQ,EAAW,GAAO,GAAgB,aAAa,MAAM;AAAA,MACpE,CAAC;AAAA,IACH,SAAS,GAAO;AACd,cAAQ,MAAM,uCAAuC,CAAK,GAC1D,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,YAAY,CAAC;AAAA,IACjE,UAAA;AACE,MAAA,EAAA,MAAkB;AAChB,aAAK,YAAY;AAAA,MACnB,CAAC;AAAA,IACH;AAAA,EACF;AAAA,EAEA,iBAAiB,GAAoE;AACnF,UAAM,EAAE,eAAA,GAAe,WAAA,EAAA,IAAc;AACrC,QAAI,IAAgB,KAAK;AACzB,WAAI,MAAe,IAAgB,KAAK,sBAAsB,GAAe,CAAa,IACtF,MAAW,IAAgB,KAAK,sBAAsB,GAAe,CAAS,IAC3E;AAAA,EACT;AAAA,EAGA,sBAAsB,GAAe,GAAiC;AACpE,WAAO,EAAM,OAAA,CAAQ,MACZ,EAAK,gBAAgB,KAAA,CAAM,MAAS,EAAc,SAAS,CAAI,CAAC,CACxE;AAAA,EACH;AAAA,EAGA,sBAAsB,GAAe,GAA6B;AAChE,WAAO,EAAM,OAAA,CAAQ,MACZ,EAAU,KAAA,CAAM,MAAa,EAAK,aAAa,CAAQ,CAC/D;AAAA,EACH;AACF"}
+{"version":3,"file":"BeatStore.es.js","names":[],"sources":["../../../src/core/stores/BeatStore.ts"],"sourcesContent":["import { makeAutoObservable, runInAction } from 'mobx'\n\nimport { BeatApi } from '../api'\nimport type { Beat, Offer } from '../types'\nimport { orderArray, transformOfferIntoBeatLikeObject } from '../utils/BeatUtils'\n\nimport { GlobalStore } from './GlobalStore'\n\nexport class BeatStore {\n  globalStore: GlobalStore\n  api: BeatApi = new BeatApi('/', '')\n  beats: Beat[] = []\n  isLoading = false\n\n  constructor(globalStore: GlobalStore) {\n    this.globalStore = globalStore\n    this.api = new BeatApi(globalStore.endpoint, globalStore.sessionToken, globalStore.onError)\n\n    makeAutoObservable(this)\n  }\n\n  loadBeats = async () => {\n    this.isLoading = true\n    try {\n      const beats = await this.api.getBeats()\n      const offers = await this.api.getOffers()\n      const beatLikeOffers = offers.map((o: Offer) => transformOfferIntoBeatLikeObject(o))\n\n      runInAction(() => {\n        this.beats = orderArray(beats, beatLikeOffers, 'active_at', 'desc')\n      })\n    } catch (error) {\n      console.error('Error occurred while loading beats:', error)\n      this.globalStore.captureException(error, { store: 'BeatStore' })\n    } finally {\n      runInAction(() => {\n        this.isLoading = false\n      })\n    }\n  }\n\n  /**\n   * Persists changes to an offer-backed beat (pulse marketing offers, `PUT offers/:guid`),\n   * e.g. flagging `has_been_clicked` when its CTA is pressed. Rethrows so callers driving\n   * UI state can surface the failure.\n   */\n  updateOffer = async (beat: Beat) => {\n    try {\n      const updated = await this.api.updateOffer(beat)\n\n      runInAction(() => {\n        this.beats = this.beats.map((b) => (b.guid === beat.guid ? { ...b, ...updated } : b))\n      })\n\n      return updated\n    } catch (error) {\n      console.error('Error occurred while updating offer:', error)\n      this.globalStore.captureException(error, { store: 'BeatStore' })\n      throw error\n    }\n  }\n\n  getFilteredBeats(filter: { categoryGuids?: string[]; templates?: string[] }): Beat[] {\n    const { categoryGuids, templates } = filter\n    let filteredBeats = this.beats\n    if (categoryGuids) filteredBeats = this.filterBeatsByCategory(filteredBeats, categoryGuids)\n    if (templates) filteredBeats = this.filterBeatsByTemplate(filteredBeats, templates)\n    return filteredBeats\n  }\n\n  // Return beats with any beat.category_guids that are in categoryGuids\n  filterBeatsByCategory(beats: Beat[], categoryGuids: string[]): Beat[] {\n    return beats.filter((beat) => {\n      return beat.category_guids?.some((guid) => categoryGuids.includes(guid))\n    })\n  }\n\n  // Return beats with a beat.template that is in templates\n  filterBeatsByTemplate(beats: Beat[], templates: string[]): Beat[] {\n    return beats.filter((beat) => {\n      return templates.some((template) => beat.template === template)\n    })\n  }\n}\n"],"mappings":";;;AAQA,IAAa,IAAb,MAAuB;AAAA,EACrB;AAAA,EACA,MAAe,IAAI,EAAQ,KAAK,EAAE;AAAA,EAClC,QAAgB,CAAC;AAAA,EACjB,YAAY;AAAA,EAEZ,YAAY,GAA0B;AACpC,SAAK,cAAc,GACnB,KAAK,MAAM,IAAI,EAAQ,EAAY,UAAU,EAAY,cAAc,EAAY,OAAO,GAE1F,EAAmB,IAAI;AAAA,EACzB;AAAA,EAEA,YAAY,YAAY;AACtB,SAAK,YAAY;AACjB,QAAI;AACF,YAAM,IAAQ,MAAM,KAAK,IAAI,SAAS,GAEhC,KAAiB,MADF,KAAK,IAAI,UAAU,GACV,IAAA,CAAK,MAAa,EAAiC,CAAC,CAAC;AAEnF,MAAA,EAAA,MAAkB;AAChB,aAAK,QAAQ,EAAW,GAAO,GAAgB,aAAa,MAAM;AAAA,MACpE,CAAC;AAAA,IACH,SAAS,GAAO;AACd,cAAQ,MAAM,uCAAuC,CAAK,GAC1D,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,YAAY,CAAC;AAAA,IACjE,UAAA;AACE,MAAA,EAAA,MAAkB;AAChB,aAAK,YAAY;AAAA,MACnB,CAAC;AAAA,IACH;AAAA,EACF;AAAA,EAOA,cAAc,OAAO,MAAe;AAClC,QAAI;AACF,YAAM,IAAU,MAAM,KAAK,IAAI,YAAY,CAAI;AAE/C,aAAA,EAAA,MAAkB;AAChB,aAAK,QAAQ,KAAK,MAAM,IAAA,CAAK,MAAO,EAAE,SAAS,EAAK,OAAO;AAAA,UAAE,GAAG;AAAA,UAAG,GAAG;AAAA,QAAQ,IAAI,CAAE;AAAA,MACtF,CAAC,GAEM;AAAA,IACT,SAAS,GAAO;AACd,oBAAQ,MAAM,wCAAwC,CAAK,GAC3D,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,YAAY,CAAC,GACzD;AAAA,IACR;AAAA,EACF;AAAA,EAEA,iBAAiB,GAAoE;AACnF,UAAM,EAAE,eAAA,GAAe,WAAA,EAAA,IAAc;AACrC,QAAI,IAAgB,KAAK;AACzB,WAAI,MAAe,IAAgB,KAAK,sBAAsB,GAAe,CAAa,IACtF,MAAW,IAAgB,KAAK,sBAAsB,GAAe,CAAS,IAC3E;AAAA,EACT;AAAA,EAGA,sBAAsB,GAAe,GAAiC;AACpE,WAAO,EAAM,OAAA,CAAQ,MACZ,EAAK,gBAAgB,KAAA,CAAM,MAAS,EAAc,SAAS,CAAI,CAAC,CACxE;AAAA,EACH;AAAA,EAGA,sBAAsB,GAAe,GAA6B;AAChE,WAAO,EAAM,OAAA,CAAQ,MACZ,EAAU,KAAA,CAAM,MAAa,EAAK,aAAa,CAAQ,CAC/D;AAAA,EACH;AACF"}

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

@@ -22,7 +22,8 @@ export declare class BudgetsStore {
     get incomeBudget(): number | undefined;
     get unbudgetedCategories(): DetailedCategory[];
     get totalBudgeted(): number;
-    addBudget: (category: Category, amount: number, parentGuid?: string | null) => Promise<void>;
+    /** Resolves `true` when the budget was created, `false` when the API call failed. */
+    addBudget: (category: Category, amount: number, parentGuid?: string | null) => Promise<boolean>;
     deleteBudget: (guid: string) => Promise<boolean>;
     loadBudgets: () => Promise<void>;
     setAlert: (alert: {

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

@@ -1,18 +1,18 @@
 import { CategoryGuids as o } from "../constants/Category.es.js";
 import { BudgetsApi as g } from "../api/BudgetsApi.es.js";
 import { upsertByGuid as n } from "../utils/upsertByGuid.es.js";
-import { augmentBudgets as c, findBudget as l, findSubBudget as p } from "../utils/BudgetUtil.es.js";
+import { augmentBudgets as c, findBudget as h, findSubBudget as p } from "../utils/BudgetUtil.es.js";
 import { endOfMonth as B } from "date-fns/endOfMonth";
 import { startOfMonth as f } from "date-fns/startOfMonth";
-import { startOfToday as h } from "date-fns/startOfToday";
+import { startOfToday as l } from "date-fns/startOfToday";
 import { makeAutoObservable as S, reaction as b, runInAction as i } from "mobx";
 var A = class {
   api = new g("/", "");
   globalStore;
   alert = null;
   dateRange = {
-    start: f(h()),
-    end: B(h())
+    start: f(l()),
+    end: B(l())
   };
   budgets = [];
   selectedBudget;
@@ -27,7 +27,7 @@ var A = class {
     this.globalStore.recurringTransactionsStore.isDataLoaded || await this.globalStore.recurringTransactionsStore.loadRepeatingTransactionData(), await this.loadBudgets(), b(() => this.detailedBudgets, (t) => {
       if (t) {
         const e = this.selectedBudget;
-        e && (this.selectedBudget = l(t, e.guid));
+        e && (this.selectedBudget = h(t, e.guid));
         const r = this.selectedSubBudget;
         r && r.parent_guid && (this.selectedSubBudget = p(t, r.guid, r.parent_guid));
       }
@@ -48,11 +48,11 @@ var A = class {
   addBudget = async (t, e, r = null) => {
     try {
       const s = await this.api.addBudget(t, e, r);
-      i(() => {
+      return i(() => {
         this.budgets = n(this.budgets, s);
-      });
+      }), !0;
     } catch (s) {
-      console.error("Error adding budget:", s), this.globalStore.captureException(s, { store: "BudgetsStore" });
+      return console.error("Error adding budget:", s), this.globalStore.captureException(s, { store: "BudgetsStore" }), !1;
     }
   };
   deleteBudget = async (t) => {

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 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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      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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+{"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[];
 }

package/dist/core/types/RepeatingTransaction.es.js.map

@@ -1 +1 @@
-{"version":3,"file":"RepeatingTransaction.es.js","names":[],"sources":["../../../src/core/types/RepeatingTransaction.ts"],"sourcesContent":["import { Account } from './Account'\nimport { Transaction, TransactionType } from './Transaction'\n\nexport enum Frequency {\n  Unknown = 0,\n  EveryWeek = 1,\n  EveryOtherWeek = 2,\n  EveryMonth = 3,\n  EveryOtherMonth = 4,\n  EveryQuarter = 5,\n  EveryOtherQuarter = 6,\n  EveryYear = 7,\n  TwiceAMonth = 8,\n}\n\nexport enum RecurrenceStatus {\n  Paid = 0,\n  Missed = 1,\n  Upcoming = 2,\n}\n\nexport enum RecurrenceType {\n  Expense = 0,\n  Income = 1,\n}\n\nexport enum RepeatingType {\n  Unknown = 0,\n  Subscription = 1,\n  Bill = 2,\n  Income = 3,\n  Transfer = 4,\n}\n\nexport interface RepeatingTransaction {\n  // API fields\n  guid: string\n  account_guid: string\n  category_guid?: string | null\n  created_by: number\n  main_class_guid?: string | null\n  member_guid: string\n  merchant_guid?: string | null\n  user_guid: string\n  description: string\n  amount: number\n  predicted_occurs_on: string\n  transaction_type: TransactionType\n  recurrence_type: Frequency\n  recurrence_day: number\n  repeating_transaction_type: RepeatingType\n  second_recurrence_day?: number\n\n  // UI fields\n  account?: Account\n  transactions: Transaction[]\n}\n\nexport interface Recurrence {\n  accountGuid: string\n  amount: number\n  categoryGuid: string\n  expectedDate: Date\n  frequency: Frequency\n  institutionGuid: string\n  institutionName: string\n  merchantGuid?: string | null\n  name: string\n  occurredOnDate?: Date\n  recurrenceDay: number\n  repeatingTransactionGuid: string\n  secondRecurrenceDay?: number\n  status: RecurrenceStatus\n  type: RecurrenceType\n  transaction?: Transaction\n}\n"],"mappings":"AAGA,IAAY,IAAL,0BAAA,GAAA;AACL,SAAA,EAAA,EAAA,UAAA,CAAA,IAAA,WACA,EAAA,EAAA,YAAA,CAAA,IAAA,aACA,EAAA,EAAA,iBAAA,CAAA,IAAA,kBACA,EAAA,EAAA,aAAA,CAAA,IAAA,cACA,EAAA,EAAA,kBAAA,CAAA,IAAA,mBACA,EAAA,EAAA,eAAA,CAAA,IAAA,gBACA,EAAA,EAAA,oBAAA,CAAA,IAAA,qBACA,EAAA,EAAA,YAAA,CAAA,IAAA,aACA,EAAA,EAAA,cAAA,CAAA,IAAA;AACF,GAAA,CAAA,CAAA,GAEY,IAAL,0BAAA,GAAA;AACL,SAAA,EAAA,EAAA,OAAA,CAAA,IAAA,QACA,EAAA,EAAA,SAAA,CAAA,IAAA,UACA,EAAA,EAAA,WAAA,CAAA,IAAA;AACF,GAAA,CAAA,CAAA,GAEY,IAAL,0BAAA,GAAA;AACL,SAAA,EAAA,EAAA,UAAA,CAAA,IAAA,WACA,EAAA,EAAA,SAAA,CAAA,IAAA;AACF,GAAA,CAAA,CAAA,GAEY,IAAL,0BAAA,GAAA;AACL,SAAA,EAAA,EAAA,UAAA,CAAA,IAAA,WACA,EAAA,EAAA,eAAA,CAAA,IAAA,gBACA,EAAA,EAAA,OAAA,CAAA,IAAA,QACA,EAAA,EAAA,SAAA,CAAA,IAAA,UACA,EAAA,EAAA,WAAA,CAAA,IAAA;AACF,GAAA,CAAA,CAAA"}
+{"version":3,"file":"RepeatingTransaction.es.js","names":[],"sources":["../../../src/core/types/RepeatingTransaction.ts"],"sourcesContent":["import { Account } from './Account'\nimport { Transaction, TransactionType } from './Transaction'\n\nexport enum Frequency {\n  Unknown = 0,\n  EveryWeek = 1,\n  EveryOtherWeek = 2,\n  EveryMonth = 3,\n  EveryOtherMonth = 4,\n  EveryQuarter = 5,\n  EveryOtherQuarter = 6,\n  EveryYear = 7,\n  TwiceAMonth = 8,\n}\n\nexport enum RecurrenceStatus {\n  Paid = 0,\n  Missed = 1,\n  Upcoming = 2,\n}\n\nexport enum RecurrenceType {\n  Expense = 0,\n  Income = 1,\n}\n\nexport enum RepeatingType {\n  Unknown = 0,\n  Subscription = 1,\n  Bill = 2,\n  Income = 3,\n  Transfer = 4,\n}\n\nexport interface RepeatingTransaction {\n  // API fields\n  guid: string\n  account_guid: string\n  category_guid?: string | null\n  created_by: number\n  main_class_guid?: string | null\n  member_guid: string\n  merchant_guid?: string | null\n  user_guid: string\n  description: string\n  amount: number\n  predicted_occurs_on: string\n  transaction_type: TransactionType\n  recurrence_type: Frequency\n  recurrence_day: number\n  repeating_transaction_type: RepeatingType\n  second_recurrence_day?: number\n  /** User confirmation state written by subscription insights (e.g. CONFIRMED, CANCELLED). */\n  user_response?: string | null\n\n  // UI fields\n  account?: Account\n  transactions: Transaction[]\n}\n\nexport interface Recurrence {\n  accountGuid: string\n  amount: number\n  categoryGuid: string\n  expectedDate: Date\n  frequency: Frequency\n  institutionGuid: string\n  institutionName: string\n  merchantGuid?: string | null\n  name: string\n  occurredOnDate?: Date\n  recurrenceDay: number\n  repeatingTransactionGuid: string\n  secondRecurrenceDay?: number\n  status: RecurrenceStatus\n  type: RecurrenceType\n  transaction?: Transaction\n}\n"],"mappings":"AAGA,IAAY,IAAL,0BAAA,GAAA;AACL,SAAA,EAAA,EAAA,UAAA,CAAA,IAAA,WACA,EAAA,EAAA,YAAA,CAAA,IAAA,aACA,EAAA,EAAA,iBAAA,CAAA,IAAA,kBACA,EAAA,EAAA,aAAA,CAAA,IAAA,cACA,EAAA,EAAA,kBAAA,CAAA,IAAA,mBACA,EAAA,EAAA,eAAA,CAAA,IAAA,gBACA,EAAA,EAAA,oBAAA,CAAA,IAAA,qBACA,EAAA,EAAA,YAAA,CAAA,IAAA,aACA,EAAA,EAAA,cAAA,CAAA,IAAA;AACF,GAAA,CAAA,CAAA,GAEY,IAAL,0BAAA,GAAA;AACL,SAAA,EAAA,EAAA,OAAA,CAAA,IAAA,QACA,EAAA,EAAA,SAAA,CAAA,IAAA,UACA,EAAA,EAAA,WAAA,CAAA,IAAA;AACF,GAAA,CAAA,CAAA,GAEY,IAAL,0BAAA,GAAA;AACL,SAAA,EAAA,EAAA,UAAA,CAAA,IAAA,WACA,EAAA,EAAA,SAAA,CAAA,IAAA;AACF,GAAA,CAAA,CAAA,GAEY,IAAL,0BAAA,GAAA;AACL,SAAA,EAAA,EAAA,UAAA,CAAA,IAAA,WACA,EAAA,EAAA,eAAA,CAAA,IAAA,gBACA,EAAA,EAAA,OAAA,CAAA,IAAA,QACA,EAAA,EAAA,SAAA,CAAA,IAAA,UACA,EAAA,EAAA,WAAA,CAAA,IAAA;AACF,GAAA,CAAA,CAAA"}

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

@@ -32,6 +32,17 @@ export interface UserProfile {
     uses_detailed_notifications: boolean;
     user_guid: string;
 }
+/**
+ * Per-user insight settings (pulse `user_insight_profile`). Written by insight CTAs such as
+ * designating an emergency savings account or saving a low-balance safety net.
+ */
+export interface UserInsightProfile {
+    guid?: string;
+    user_guid?: string;
+    credit_card_close_to_limit_percentage?: number | null;
+    emergency_savings_account_guid?: string | null;
+    savings_opportunity_minimum_checking_account_balance?: number | null;
+}
 export type EditableUser = Pick<User, 'birthday' | 'credit_score' | 'email' | 'first_name' | 'last_name' | 'phone' | 'postal_code'>;
 export interface UserFeature {
     feature_guid: string;

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

@@ -30,7 +30,7 @@ export type { Offer } from './Offer';
 export type { ScheduledPayment } from './ScheduledPayment';
 export type { Tag, Tagging, Transaction, TransactionRule } from './Transaction';
 export { TransactionStatus, TransactionType } from './Transaction';
-export type { Device, EditableUser, User, UserCommunicationProfile, UserFeature, UserProfile, } from './User';
+export type { Device, EditableUser, User, UserCommunicationProfile, UserFeature, UserInsightProfile, UserProfile, } from './User';
 export { ScreenSize } from './ScreenSize';
 export type { MiniWidgetProps, WidgetProps } from './Widgets';
 export type { Holding } from './Holding';

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@mx-cartographer/experiences",
-  "version": "9.4.58",
+  "version": "9.4.59",
   "description": "Library containing experience widgets",
   "author": "MX",
   "license": "MIT",