@mx-cartographer/experiences 9.4.59 → 9.4.61

package/CHANGELOG.md

@@ -1,3 +1,40 @@
+## [9.4.61] - 10-07-2026
+
+- **ADDED** - `ObservedUpdate` type exported from `GlobalStore` with an optional `staleBeatGuid`, so an in-app action that outdates a beat can tell the host to refetch it over the existing `onStoreUpdate` bridge; `transactions` is now optional on that payload (WEC-1852)
+
+## [9.4.60] - 10-07-2026
+
+- **ADDED** - Insights 2.0 render gate: `Beat.is_insights_v2` (written by firefly) and `resolveInsightRender(beat)` → `legacy` | `v2` | `error`. An absent flag renders the legacy path unchanged; a flagged beat with no envelope is an `error`, never a legacy card. (WEC-1823)
+- **CHANGED** - `resolveInsightRender` treats an envelope with no `description` as missing, so it resolves to `error` instead of throwing: `BaseLayout`, `CompactInsightCard` and the micro `InsightCard` all paint `description.html_text` unguarded. (WEC-1823)
+- **FIXED** - Large Transaction full card now matches Figma 1941:111919: the subheader is uppercased with 0.52px tracking (`typography/body2 (upper)`), the slot's date strip is `text.primary` at 36px with an 8px radius, the row's category is `text.primary`, the amount uses tabular figures with -0.15px tracking, the title row top-aligns so a wrapping title keeps the overflow menu on the first line, the description pads 16px each side, and the footer uses `text.secondary` rather than the secondary palette colour. (WEC-1823)
+- **FIXED** - Embedded insight card: the CTA label now lines up with the description's left edge (Figma 1941:111897). The column's padding and the button's own were stacking, so the label sat 8px to the right. (WEC-1823)
+- **ADDED** - `InsightErrorCard`: the `error` branch — the copy store's generic error, no CTA, reported once per beat (guid + template) through the host error handler. (WEC-1823)
+- **ADDED** - `LogoFromGuid` (+ `isLogoGuid`): one component for every V2 logo object (`{ guid, fallback_guid?, alt? }`), dispatching on the guid prefix and rendering nothing for `PARENT-ENTITY`, account or budget guids. Built on `logoFromRef` so the prefix mapping lives in one place. (WEC-1823)
+- **ADDED** - `CompactInsightCard`: the one renderer the `micro` and `embedded` envelopes share — title row with the overflow slot, HTML description, primary CTA, first-row logo beside the `header_text` date tile. It never opens anything itself (`onTap` / `onCtaClick` go to the host); `isCtaDisabled` renders the CTA `aria-disabled`. (WEC-1823)
+- **CHANGED** - `InsightsPayload.widget_type` widened to `WidgetType` (`full` | `mini` | `micro` | `embedded` | `notification`); `InsightsPayload` gains `pill?: { text }` (embedded envelope only) and `drilldown_data?` (flat facts hash). (WEC-1823)
+- **CHANGED** - `BeatApi.getBeatsWithAssociatedTransaction` adds `widget_type=embedded` to the existing `has_associated_transaction_guid` fetch. No new endpoint; the transaction row and the details drawer both render from what it returns, and nothing is fetched on drawer open. (WEC-1823)
+- **CHANGED** - Transaction list row and table amount cell render the insight tag through new `TransactionInsightTag`: a V2 beat shows `insights_payload.pill.text` as a `StatusPill` (lightbulb, `primary.lighter` surface), a legacy beat shows `short_title` as before, and a flagged beat with no envelope or no `pill` shows nothing. Tap still posts `insightOnTransaction`; `showInsights` still gates. `StatusPill` gains `onClick`, `data-testid`, `labelVariant`; with an `onClick` it is keyboard-accessible (`role="button"`, focusable, Enter and Space activate it, focus ring like the theme's Button). (WEC-1823)
+- **CHANGED** - Transaction details drawer branches on the beat it already matched: `v2` renders `CompactInsightCard` from the embedded envelope above the account block, `error` renders `InsightErrorCard` in that slot, `legacy` runs `getEmbeddedInstanceSlotByBeatTemplates` as before. `shouldShowEmbeddedCard={false}` suppresses all three. (WEC-1823)
+- **ADDED** - `contact_support_block` CTA support, registered under its ditto name. insights-v2 and transactions deliberately do **not** import the help module (hosts that don't ship the Help widget stub that import — pulse's webpack `IgnorePlugin` — and would crash at import time), so the flow is injected by the host: `beatActions.onContactSupport` for feed/mini cards (`BaseLayout` calls it directly, never a drawer) and a new `TransactionDetails.onContactSupport` prop for the details-drawer card. The CTA renders disabled (label shown, `aria-disabled`, nothing opens or posts) when the client's `enable_support_requests` is off **or** the host wired no handler (`isContactSupportCtaDisabled`). The registry entry is a safety net only. (WEC-1823)
+- **CHANGED** - `NotificationCard` draws `LogoFromGuid` when `entity_guid` is a `MCH-` / `CAT-` / `INS-` guid (Newman writes it at send time) and today's `NotificationBadge` otherwise. Text stays `content`; no beat is fetched. Inert until the newman recorder change ships. (WEC-1823)
+- **CHANGED** - insights-v2 transaction block renamed to match the ditto LargeTransactionV2 contract (`lib/ditto/beats/large_transaction_v2.yml`): block `category_transactions_block` → `transaction_block` (`TransactionBlock`), variant `SameHeaderDesign` → `with_header` / `no_header`, primary CTA `transaction_details` → `transaction_details_block`. The old names are no longer registered. (WEC-1823)
+- **CHANGED** - `TransactionBlock` now renders pre-localized rows carried inline on `instance_slot.data_series` (`logo`, `primary_text`, `secondary_text`, `amount`) instead of `instance_slot_data.primary_transaction`. `CategoryTransactionsBlockData` / `InsightTransaction` types removed. (WEC-1823)
+- **FIXED** - insights-v2 `TransactionBlock` rendered the wrong `with_header` header: it used the first row's `secondary_text`, which on a `with_merchant` card is the *category*, so the category appeared twice and the transaction date never appeared. The header now comes from `instance_slot.header_text` (new optional field), which is where tupac sends the date. The `with_header` mock fixtures were also carrying the `no_merchant` row shape and are corrected. (WEC-1823)
+- **FIXED** - insights-v2 `TransactionBlock` row category icon: mxui `CategoryIcon` only knows top-level category guids and fell back to the Uncategorized icon for a sub-category guid. The row guid is now walked up to its top-level parent via new `CategoryStore.getTopLevelCategoryGuid`, matching what the transaction-details drawer shows. (WEC-1823)
+- **CHANGED** - insights-v2 `BaseLayout` renders the sub-header from the flat `subtitle` string plus payload-level `logo` (resolved via new `logoFromRef`); `sub_title` continues to work and wins when both are present. (WEC-1823)
+- **ADDED** - `LogoRef` type, shared by the V2 header `logo` and every `instance_slot.data_series` row `logo`. A logo is either an entity (`guid`, resolved by its `INS-` / `MCH-` / `CAT-` prefix, plus an optional `fallback_guid`) or a status icon (`icon` + `color`, the V2 counterpart of V1's `logo_name` / `logo_color`), rendered in both the sub-header and `TransactionBlock` rows. `icon` wins when a logo sends both. (WEC-1823)
+- **FIXED** - insights-v2 `TransactionBlock` merchant rows passed `MerchantLogo` an empty `categoryGuid`, so a merchant with no logo asset fell back to the Uncategorized tile. The row's `logo.fallback_guid` (the transaction's category) is now passed through, resolved to its top-level category. (WEC-1823)
+- **CHANGED** - insights-v2 `Footer` accepts `timestamp` (unix seconds, formatted as e.g. "September 27, 2026") alongside the V1 `date`. (WEC-1823)
+- **CHANGED** - insights-v2 footer standardizes on a single `account` key; the separate `accounts` key is removed from `Footer` and the V2 fixtures. The backend resolves plurality into that one field (one account sends its name, several send a localized `N Accounts`), matching tupac's `footer_account_label`, so the frontend never counts accounts itself. (WEC-1823)
+- **CHANGED** - `InsightsPayload` / `InstanceSlot` / `Footer` types gain optional fields (`subtitle`, `logo`, `variant`, `instance_slot.data_series`, `footer.timestamp`). (WEC-1823)
+- **CHANGED** - `InsightsPayload` gains the remaining optional fields on the V2 envelope contract (`client_guid`, `template`, `revision`, `created_at`, `updated_at`, `active_at`, `displayed_at`, `cta_clicked_at`, `has_been_displayed`, `is_deleted`, `is_hidden_by_system`, `is_obsolete`, `is_refreshable`, `is_sampled`, `is_zero_state`, `status`, `primary_account_guid`, `primary_transaction_guid`, `primary_category_guid`, `primary_merchant_guid`). (WEC-1823)
+- **CHANGED** - insights-v2 transaction-details drawer resolves its transaction solely from `insights_payload.primary_transaction_guid` (the ditto contract) or a nested-drawer `actionContext.transaction_guid`. The speculative `instance_slot_data.transaction_guid`, beat-envelope `primary_transaction_guid` / `transaction_guids[0]`, and `beat.primary_transaction` snapshot fallbacks are removed; `TransactionDetailsBlockData.transaction_guid` is dropped. (WEC-1823)
+- **CHANGED** - insights-v2 transaction-details drawer no longer reads `instance_slot_data` at all: the key is not part of the V2 contract (the LargeTransactionV2 payload omits it), so the `top_actions` read is dead. Top actions are always the defaults; bottom actions continue to derive from the triggering CTA's `variant`. (WEC-1823)
+- **CHANGED** - `InsightsPayload.instance_slot_data` is now optional, matching the V2 contract. Blocks that genuinely require it still receive it as a required field via `BlockProps`, which re-declares it. (WEC-1823)
+- **CHANGED** - insights-v2 `BaseLayout` shows the primary CTA on the mini card as a label, not a button, so a tap on it reaches the host's card handler (pulse posts `carousel/cta`, as a V1 mini card does) instead of opening the action drawer the full card's CTA opens. The label keeps the Button look (semi-bold, not uppercased, 44px). Full cards are unchanged. (WEC-1823)
+- **ADDED** - `BadgedTile` and `StatusBadge`: the embedded card's right-hand cluster. The first slot row's logo fills a 44px tile badged on its top-right by the insight's status tone (`warning` for Large Transaction), with a bottom-left slot for a second badge. The card's right-hand visual dispatches on ditto's layout variant through `createVariantBlock`: `embedded` draws the badged tile, anything else (micro, an unregistered variant) draws the logo alone. A variant names a rendering shape, not an insight, so a new visual registers one entry and leaves the others untouched. (WEC-1823)
+- **REMOVED** - the embedded card's `instance_slot.header_text` date tile, per design. `header_text` stays on the envelope and is still rendered by `transaction_block`'s `with_header` variant. (WEC-1823)
+
 ## [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)
@@ -209,7 +246,6 @@
 - **FIXED** - `FeedbackDialog` props made non-optional: `primaryText`, `secondaryText`, and `closeAriaLabel` are now required (previously optional), and `multiline={true}` is now explicit on the TextField. All callers (BaseLayout, stories, tests) updated to provide required props (WEC-1766)
 - **FIXED** - `DismissInsightDialog` spacing restored: `sx` overrides for content padding and header alignment re-added after being accidentally removed during refactor (WEC-1766)
 
-
 ## [9.4.17] - 09-04-2026
 
 - **ADDED** - insights-v2 feedback UI screens (WEC-1781): `FeedbackDialog` (generic feedback survey with radio options + optional detail field), `DismissInsightDialog` (dismiss beat with Once/Always choices + confirmation), `FeedbackBar` (compact inline helpful/not-helpful reactions), `HiddenConfirmationCard` (visual confirmation of hidden insight). All presentational, data-agnostic; parent owns copy, options, and callback logic. Wired to `beatActions` context for parent handler dispatch (WEC-1781)
@@ -281,6 +317,7 @@
 - **CHANGED** - Moved ActionBlock from `blocks/ComponentBlocks/ActionBlock` to `src/insights-v2/actionBlocks`; drilldown figures/copy now sourced from `insights_payload.instance_slot_data` (WEC-1705)
 - **CHANGED** - `InsightsV2Store.closeActionDrawer` preserves `trigger` so the drawer keeps its title/content through the slide-out animation (WEC-1705)
 - **FIXED** - Action drawer first-open animation: `ActionBlockLayer` stays mounted for null-block CTAs so the slide-in transition plays on the first open (WEC-1705)
+
 ## [9.4.7] - 08-27-2026
 
 - **ADDED** - `CategoryTransactionsBlock` component block supporting `SameHeaderDesign` variant for single fee and large transactions in Insights v2 (MEW2-3237)

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

@@ -4,6 +4,12 @@ export declare class BeatApi {
     fetchInstance: Fetch;
     constructor(endpoint: string, token: string, onError?: GlobalErrorHandler);
     getBeats: (pageNum?: number, perPage?: number) => Promise<any>;
+    /**
+     * The transactions widget's one beat fetch: the row pill and the details-drawer card both render
+     * from what it returns, so it asks for the `embedded` envelope (Insights 2.0). A flagged beat
+     * arrives with `is_insights_v2: true` and its `insights_payload` (`pill`, compact slot); a legacy
+     * beat is unchanged. There is deliberately no per-drawer fetch and no pills endpoint.
+     */
     getBeatsWithAssociatedTransaction: (fromDate?: string) => Promise<any>;
     getOffers: () => Promise<any>;
     updateBeat: (beat: Beat) => Promise<any>;

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

@@ -10,7 +10,7 @@ var h = class {
     return this.fetchInstance.get(`${n.BEATS}?${s}`).then((a) => a.beats);
   };
   getBeatsWithAssociatedTransaction = async (t) => {
-    let e = "has_associated_transaction_guid=true";
+    let e = "has_associated_transaction_guid=true&widget_type=embedded";
     return e += t ? `&from_date=${t}` : "", this.fetchInstance.get(`${n.BEATS}?${e}`).then((s) => s.beats);
   };
   getOffers = async () => this.fetchInstance.get(`${n.OFFERS}/${n.PULSE_COMMUNICATIONS}`).then((t) => t.pulse_communications);

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

@@ -1 +1 @@
-{"version":3,"file":"BeatApi.es.js","names":[],"sources":["../../../src/core/api/BeatApi.ts"],"sourcesContent":["import { Fetch } from '../utils'\nimport { ApiEndpoints } from '../constants'\nimport type { Beat, GlobalErrorHandler } from '..'\n\nexport class BeatApi {\n  fetchInstance: Fetch\n\n  constructor(endpoint: string, token: string, onError?: GlobalErrorHandler) {\n    this.fetchInstance = new Fetch(endpoint, token, undefined, onError)\n  }\n\n  getBeats = async (pageNum?: number, perPage?: number) => {\n    const beatParams = `page=${pageNum ? pageNum : 1}&per_page=${perPage ? perPage : 5}`\n\n    return this.fetchInstance.get(`${ApiEndpoints.BEATS}?${beatParams}`).then((data) => data.beats)\n  }\n\n  getBeatsWithAssociatedTransaction = async (fromDate?: string) => {\n    let beatParams = 'has_associated_transaction_guid=true'\n    beatParams += fromDate ? `&from_date=${fromDate}` : ''\n\n    return this.fetchInstance.get(`${ApiEndpoints.BEATS}?${beatParams}`).then((data) => data.beats)\n  }\n\n  getOffers = async () => {\n    return this.fetchInstance\n      .get(`${ApiEndpoints.OFFERS}/${ApiEndpoints.PULSE_COMMUNICATIONS}`)\n      .then((data) => data.pulse_communications)\n  }\n\n  updateBeat = async (beat: Beat) => {\n    return this.fetchInstance\n      .put(`${ApiEndpoints.BEATS}/${beat.guid}`, beat)\n      .then((data) => data.beat)\n  }\n\n  updateOffer = async (beat: Beat) => {\n    return this.fetchInstance\n      .put(`${ApiEndpoints.OFFERS}/${beat.guid}`, beat)\n      .then((data) => data.beat)\n  }\n}\n"],"mappings":";;AAIA,IAAa,IAAb,MAAqB;AAAA,EACnB;AAAA,EAEA,YAAY,GAAkB,GAAe,GAA8B;AACzE,SAAK,gBAAgB,IAAI,EAAM,GAAU,GAAO,QAAW,CAAO;AAAA,EACpE;AAAA,EAEA,WAAW,OAAO,GAAkB,MAAqB;AACvD,UAAM,IAAa,QAAQ,KAAoB,CAAA,aAAc,KAAoB,CAAA;AAEjF,WAAO,KAAK,cAAc,IAAI,GAAG,EAAa,KAAA,IAAS,CAAA,EAAY,EAAE,KAAA,CAAM,MAAS,EAAK,KAAK;AAAA,EAChG;AAAA,EAEA,oCAAoC,OAAO,MAAsB;AAC/D,QAAI,IAAa;AACjB,WAAA,KAAc,IAAW,cAAc,CAAA,KAAa,IAE7C,KAAK,cAAc,IAAI,GAAG,EAAa,KAAA,IAAS,CAAA,EAAY,EAAE,KAAA,CAAM,MAAS,EAAK,KAAK;AAAA,EAChG;AAAA,EAEA,YAAY,YACH,KAAK,cACT,IAAI,GAAG,EAAa,MAAA,IAAU,EAAa,oBAAA,EAAsB,EACjE,KAAA,CAAM,MAAS,EAAK,oBAAoB;AAAA,EAG7C,aAAa,OAAO,MACX,KAAK,cACT,IAAI,GAAG,EAAa,KAAA,IAAS,EAAK,IAAA,IAAQ,CAAI,EAC9C,KAAA,CAAM,MAAS,EAAK,IAAI;AAAA,EAG7B,cAAc,OAAO,MACZ,KAAK,cACT,IAAI,GAAG,EAAa,MAAA,IAAU,EAAK,IAAA,IAAQ,CAAI,EAC/C,KAAA,CAAM,MAAS,EAAK,IAAI;AAE/B"}
+{"version":3,"file":"BeatApi.es.js","names":[],"sources":["../../../src/core/api/BeatApi.ts"],"sourcesContent":["import { Fetch } from '../utils'\nimport { ApiEndpoints } from '../constants'\nimport type { Beat, GlobalErrorHandler } from '..'\n\nexport class BeatApi {\n  fetchInstance: Fetch\n\n  constructor(endpoint: string, token: string, onError?: GlobalErrorHandler) {\n    this.fetchInstance = new Fetch(endpoint, token, undefined, onError)\n  }\n\n  getBeats = async (pageNum?: number, perPage?: number) => {\n    const beatParams = `page=${pageNum ? pageNum : 1}&per_page=${perPage ? perPage : 5}`\n\n    return this.fetchInstance.get(`${ApiEndpoints.BEATS}?${beatParams}`).then((data) => data.beats)\n  }\n\n  /**\n   * The transactions widget's one beat fetch: the row pill and the details-drawer card both render\n   * from what it returns, so it asks for the `embedded` envelope (Insights 2.0). A flagged beat\n   * arrives with `is_insights_v2: true` and its `insights_payload` (`pill`, compact slot); a legacy\n   * beat is unchanged. There is deliberately no per-drawer fetch and no pills endpoint.\n   */\n  getBeatsWithAssociatedTransaction = async (fromDate?: string) => {\n    let beatParams = 'has_associated_transaction_guid=true&widget_type=embedded'\n    beatParams += fromDate ? `&from_date=${fromDate}` : ''\n\n    return this.fetchInstance.get(`${ApiEndpoints.BEATS}?${beatParams}`).then((data) => data.beats)\n  }\n\n  getOffers = async () => {\n    return this.fetchInstance\n      .get(`${ApiEndpoints.OFFERS}/${ApiEndpoints.PULSE_COMMUNICATIONS}`)\n      .then((data) => data.pulse_communications)\n  }\n\n  updateBeat = async (beat: Beat) => {\n    return this.fetchInstance\n      .put(`${ApiEndpoints.BEATS}/${beat.guid}`, beat)\n      .then((data) => data.beat)\n  }\n\n  updateOffer = async (beat: Beat) => {\n    return this.fetchInstance\n      .put(`${ApiEndpoints.OFFERS}/${beat.guid}`, beat)\n      .then((data) => data.beat)\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,WAAW,OAAO,GAAkB,MAAqB;AACvD,UAAM,IAAa,QAAQ,KAAoB,CAAA,aAAc,KAAoB,CAAA;AAEjF,WAAO,KAAK,cAAc,IAAI,GAAG,EAAa,KAAA,IAAS,CAAA,EAAY,EAAE,KAAA,CAAM,MAAS,EAAK,KAAK;AAAA,EAChG;AAAA,EAQA,oCAAoC,OAAO,MAAsB;AAC/D,QAAI,IAAa;AACjB,WAAA,KAAc,IAAW,cAAc,CAAA,KAAa,IAE7C,KAAK,cAAc,IAAI,GAAG,EAAa,KAAA,IAAS,CAAA,EAAY,EAAE,KAAA,CAAM,MAAS,EAAK,KAAK;AAAA,EAChG;AAAA,EAEA,YAAY,YACH,KAAK,cACT,IAAI,GAAG,EAAa,MAAA,IAAU,EAAa,oBAAA,EAAsB,EACjE,KAAA,CAAM,MAAS,EAAK,oBAAoB;AAAA,EAG7C,aAAa,OAAO,MACX,KAAK,cACT,IAAI,GAAG,EAAa,KAAA,IAAS,EAAK,IAAA,IAAQ,CAAI,EAC9C,KAAA,CAAM,MAAS,EAAK,IAAI;AAAA,EAG7B,cAAc,OAAO,MACZ,KAAK,cACT,IAAI,GAAG,EAAa,MAAA,IAAU,EAAK,IAAA,IAAQ,CAAI,EAC/C,KAAA,CAAM,MAAS,EAAK,IAAI;AAE/B"}

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

@@ -36,6 +36,13 @@ export declare class CategoryStore {
     refreshLoadedCategoryTotals: () => Promise<void>;
     removeCategory: (guid: string) => Promise<void>;
     updateCategory: (category: Category) => Promise<void>;
+    /**
+     * Walks a category guid up to its top-level parent. mxui's `CategoryIcon` only knows the
+     * top-level guids and falls back to the Uncategorized icon for anything else, so callers that
+     * only have a (possibly sub-) category guid must resolve it before rendering an icon. Returns
+     * the guid unchanged when categories are not loaded yet or the guid is unknown.
+     */
+    getTopLevelCategoryGuid: (guid: string) => string;
     getCategoryName: (guid: string) => string;
 }
 declare class UiStore {

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

@@ -3,9 +3,9 @@ import { CategoryApi as d } from "../api/CategoryApi.es.js";
 import { augmentCategories as C, getDetailedCategoryTransactions as f } from "../utils/CategoryUtil.es.js";
 import { toUnixUTC as l } from "../utils/DateUtil.es.js";
 import { endOfMonth as h } from "date-fns/endOfMonth";
-import { startOfMonth as S } from "date-fns/startOfMonth";
+import { startOfMonth as p } from "date-fns/startOfMonth";
 import { subMonths as c } from "date-fns/subMonths";
-import { makeAutoObservable as y, runInAction as g } from "mobx";
+import { makeAutoObservable as u, runInAction as g } from "mobx";
 var A = class {
   globalStore;
   uiStore;
@@ -24,7 +24,7 @@ var A = class {
   lastDateRangeTotalsArgs = null;
   lastMonthlyTotalsArgs = null;
   constructor(t) {
-    this.globalStore = t, this.uiStore = new m(), this.api = new d(t.endpoint, t.sessionToken, t.onError), y(this, {
+    this.globalStore = t, this.uiStore = new S(), this.api = new d(t.endpoint, t.sessionToken, t.onError), u(this, {
       dateRangeTotalsRequestId: !1,
       monthlyTotalsRequestId: !1,
       lastDateRangeTotalsArgs: !1,
@@ -109,9 +109,9 @@ var A = class {
     }, g(() => {
       this.monthlyTotalsLoading = !0;
     });
-    const r = l(S(e ?? c(/* @__PURE__ */ new Date(), 11))), u = l(h(a ?? /* @__PURE__ */ new Date()));
+    const r = l(p(e ?? c(/* @__PURE__ */ new Date(), 11))), y = l(h(a ?? /* @__PURE__ */ new Date()));
     try {
-      const i = await this.api.getMonthlyCategoryTotals(r, u, t);
+      const i = await this.api.getMonthlyCategoryTotals(r, y, t);
       if (s()) return;
       this.setMonthlyCategoryTotals(i);
     } catch (i) {
@@ -149,8 +149,19 @@ var A = class {
       console.error("Error occurred while updating category:", e), this.globalStore.captureException(e, { store: "CategoryStore" });
     }
   };
+  getTopLevelCategoryGuid = (t) => {
+    const e = /* @__PURE__ */ new Set();
+    let a = t;
+    for (; !e.has(a); ) {
+      e.add(a);
+      const o = this.categories.find((s) => s.guid === a)?.parent_guid;
+      if (!o) return a;
+      a = o;
+    }
+    return a;
+  };
   getCategoryName = (t) => this.categories.find((e) => e.guid === t)?.name ?? T[t];
-}, m = class {
+}, S = class {
   expandedGuid = null;
   selectedGuid = null;
   searchValue = "";
@@ -160,7 +171,7 @@ var A = class {
   unselectableText = "";
   savedOnSelect;
   constructor() {
-    y(this);
+    u(this);
   }
   setExpandedGuid = (t) => this.expandedGuid = t;
   setSelectedGuid = (t) => this.selectedGuid = t;

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

@@ -1 +1 @@
-{"version":3,"file":"CategoryStore.es.js","names":[],"sources":["../../../src/core/stores/CategoryStore.ts"],"sourcesContent":["import { makeAutoObservable, runInAction } from 'mobx'\nimport { subMonths } from 'date-fns/subMonths'\nimport { startOfMonth } from 'date-fns/startOfMonth'\nimport { endOfMonth } from 'date-fns/endOfMonth'\n\nimport { CategoryGuids, CategoryGuidToName } from '../constants'\nimport { CategoryApi } from '../api'\nimport { toUnixUTC } from '../utils/DateUtil'\n\nimport { GlobalStore } from './GlobalStore'\n\nimport type {\n  Account,\n  Category,\n  DetailedCategory,\n  DetailedCategoryWithTransactions,\n  DateRangeCategoryTotals,\n  MonthlyCategoryTotals,\n} from '../types'\n\nimport { augmentCategories, getDetailedCategoryTransactions } from '../utils/CategoryUtil'\n\nexport class CategoryStore {\n  globalStore: GlobalStore\n  uiStore: UiStore\n  api = new CategoryApi('/', '')\n\n  categories: Category[] = []\n  categoriesLoaded: boolean = false\n  categoriesLoading: boolean = false\n  dateRangeCategoryTotals: DateRangeCategoryTotals[] = []\n  monthlyCategoryTotals: MonthlyCategoryTotals[] = []\n\n  dateRangeTotalsLoaded = false\n  dateRangeTotalsLoading = false\n  monthlyTotalsLoaded = false\n  monthlyTotalsLoading = false\n\n  // Monotonic request tokens, one per totals endpoint. A newer request\n  // supersedes an older in-flight one: the stale response is discarded rather\n  // than the newer request being dropped. These loaders used to early-return\n  // while a request was in flight, which silently swallowed date-range/account\n  // changes made mid-flight. (MEW-3910)\n  //\n  // Deliberately per-endpoint rather than one shared counter: several callers\n  // (BubbleBudgetsWidget, BubbleBudgetsMiniWidget) fire the two loaders\n  // independently and concurrently, and a shared counter would make the second\n  // call supersede — and silently drop — the first.\n  //\n  // Kept out of the observable graph — internal concurrency bookkeeping, not\n  // renderable state.\n  dateRangeTotalsRequestId = 0\n  monthlyTotalsRequestId = 0\n\n  // Args each loader was last requested with; refreshLoadedCategoryTotals replays them.\n  private lastDateRangeTotalsArgs: {\n    accounts: Account[]\n    startDate: Date\n    endDate: Date\n  } | null = null\n  private lastMonthlyTotalsArgs: {\n    accounts: Account[]\n    startDate?: Date\n    endDate?: Date\n  } | null = null\n\n  constructor(globalStore: GlobalStore) {\n    this.globalStore = globalStore\n    this.uiStore = new UiStore()\n    this.api = new CategoryApi(globalStore.endpoint, globalStore.sessionToken, globalStore.onError)\n\n    makeAutoObservable<CategoryStore, 'lastDateRangeTotalsArgs' | 'lastMonthlyTotalsArgs'>(this, {\n      dateRangeTotalsRequestId: false,\n      monthlyTotalsRequestId: false,\n      lastDateRangeTotalsArgs: false,\n      lastMonthlyTotalsArgs: false,\n    })\n  }\n\n  get detailedCategories(): DetailedCategory[] {\n    if (!this.globalStore.isInitialized) return []\n    return augmentCategories(\n      this.categories,\n      this.globalStore.copyStore.copy.categories,\n      this.dateRangeCategoryTotals,\n      this.monthlyCategoryTotals,\n    )\n  }\n\n  get detailedCategoriesWithTransactions(): DetailedCategoryWithTransactions[] {\n    return getDetailedCategoryTransactions(\n      this.detailedCategories,\n      this.globalStore.transactionStore.sortedTransactions,\n    )\n  }\n\n  get incomeCategories(): DetailedCategory[] {\n    return this.detailedCategories.filter((c) => c.is_income)\n  }\n\n  get spendCategories(): DetailedCategory[] {\n    return this.detailedCategories.filter(\n      (c) => !c.is_income && !c.isTransfer && c.guid !== CategoryGuids.INVESTMENTS,\n    )\n  }\n\n  get transferCategories(): DetailedCategory[] {\n    return this.detailedCategories.filter((c) => c.isTransfer)\n  }\n\n  setCategories = (categories: Category[]) => {\n    this.categories = categories\n    this.categoriesLoading = false\n    this.categoriesLoaded = true\n  }\n\n  setMonthlyCategoryTotals = (totals: MonthlyCategoryTotals[]) => {\n    this.monthlyCategoryTotals = totals\n    this.monthlyTotalsLoading = false\n    this.monthlyTotalsLoaded = true\n  }\n\n  setDateRangeCategoryTotals = (totals: DateRangeCategoryTotals[]) => {\n    this.dateRangeCategoryTotals = totals\n    this.dateRangeTotalsLoading = false\n    this.dateRangeTotalsLoaded = true\n  }\n\n  get trendsCategories(): DetailedCategory[] {\n    return this.detailedCategories\n      .filter((c) => c.totalAmount !== 0)\n      .filter((c) => c.guid !== CategoryGuids.INVESTMENTS && c.guid !== CategoryGuids.TRANSFER)\n  }\n\n  addCategory = async (name: string, parentGuid: string) => {\n    const category = { name, parent_guid: parentGuid } as Category\n\n    try {\n      await this.api.addCategory(category)\n      await this.loadCategories()\n    } catch (error) {\n      console.error('Error occurred while adding category:', error)\n      this.globalStore.captureException(error, { store: 'CategoryStore' })\n    }\n  }\n\n  loadCategories = async () => {\n    if (this.categoriesLoading) return\n\n    this.categoriesLoading = true\n    try {\n      const categories = await this.api.getCategories()\n      this.setCategories(categories)\n    } catch (error) {\n      console.error('Error occurred while getting categories:', error)\n      this.globalStore.captureException(error, { store: 'CategoryStore' })\n      runInAction(() => {\n        this.categoriesLoading = false\n      })\n    }\n  }\n\n  loadDateRangeCategoryTotals = async (accounts: Account[], startDate: Date, endDate: Date) => {\n    // Claim this request. Any request started later wins, so a date-range or\n    // account change made while a request is in flight is no longer dropped.\n    const requestId = ++this.dateRangeTotalsRequestId\n    const isStale = () => requestId !== this.dateRangeTotalsRequestId\n    this.lastDateRangeTotalsArgs = { accounts, startDate, endDate }\n\n    runInAction(() => {\n      this.dateRangeTotalsLoading = true\n    })\n\n    try {\n      // UTC-midnight boundaries so the window matches the absolute post dates the\n      // API keys on; local Dates would shift it by the viewer's timezone offset.\n      const totals = await this.api.getDateRangeCategoryTotals(\n        toUnixUTC(startDate),\n        toUnixUTC(endDate),\n        accounts,\n      )\n      // A newer request superseded this one; its response is authoritative.\n      // Leave the loading flag alone: the newest request still owns it.\n      if (isStale()) return\n      this.setDateRangeCategoryTotals(totals)\n    } catch (error) {\n      // Don't report deliberately superseded requests — rapid date scrubbing\n      // would otherwise spam the error backend. (MEW-3910)\n      if (isStale()) return\n      console.error('Error occurred while getting date range category totals:', error)\n      this.globalStore.captureException(error, { store: 'CategoryStore' })\n      this.setDateRangeCategoryTotals([])\n    }\n  }\n\n  loadMonthlyCategoryTotals = async (\n    accounts: Account[] = this.globalStore.globalUiStore.selectedAccounts,\n    startDate?: Date,\n    endDate?: Date,\n  ) => {\n    // See loadDateRangeCategoryTotals: newest request wins. (MEW-3910)\n    const requestId = ++this.monthlyTotalsRequestId\n    const isStale = () => requestId !== this.monthlyTotalsRequestId\n    this.lastMonthlyTotalsArgs = { accounts, startDate, endDate }\n    runInAction(() => {\n      this.monthlyTotalsLoading = true\n    })\n\n    // UTC-midnight boundaries; see loadDateRangeCategoryTotals.\n    const start = toUnixUTC(startOfMonth(startDate ?? subMonths(new Date(), 11)))\n    const end = toUnixUTC(endOfMonth(endDate ?? new Date()))\n\n    try {\n      const totals = await this.api.getMonthlyCategoryTotals(start, end, accounts)\n      if (isStale()) return\n      this.setMonthlyCategoryTotals(totals)\n    } catch (error) {\n      // Superseded requests are not reported. (MEW-3910)\n      if (isStale()) return\n      console.error('Error occurred while getting monthly category totals:', error)\n      this.globalStore.captureException(error, { store: 'CategoryStore' })\n      // Setter clears monthlyTotalsLoading and marks loaded so the UI recovers\n      // and retries aren't blocked. (MEW-3538)\n      this.setMonthlyCategoryTotals([])\n    }\n  }\n\n  reloadCategoryTotals = async (accounts: Account[], startDate?: Date, endDate?: Date) => {\n    const start = startDate ?? subMonths(new Date(), 11)\n    const end = endDate ?? endOfMonth(new Date())\n    // Each loader claims its own token, so the pair does not invalidate itself.\n    // No try/catch: both loaders handle and report their own errors and always\n    // resolve, so nothing can reject here.\n    await Promise.all([\n      this.loadMonthlyCategoryTotals(accounts, start, end),\n      this.loadDateRangeCategoryTotals(accounts, start, end),\n    ])\n  }\n\n  // Re-issues each loader's last request; a replay supersedes an in-flight\n  // request via the request-id guard, so the replayed response wins.\n  refreshLoadedCategoryTotals = async () => {\n    const refreshes: Promise<void>[] = []\n\n    if (this.lastDateRangeTotalsArgs) {\n      const { accounts, startDate, endDate } = this.lastDateRangeTotalsArgs\n      refreshes.push(this.loadDateRangeCategoryTotals(accounts, startDate, endDate))\n    }\n    if (this.lastMonthlyTotalsArgs) {\n      const { accounts, startDate, endDate } = this.lastMonthlyTotalsArgs\n      refreshes.push(this.loadMonthlyCategoryTotals(accounts, startDate, endDate))\n    }\n\n    await Promise.all(refreshes)\n  }\n\n  removeCategory = async (guid: string) => {\n    try {\n      await this.api.removeCategory(guid)\n      await this.loadCategories()\n    } catch (error) {\n      console.error('Error occurred while removing category:', error)\n      this.globalStore.captureException(error, { store: 'CategoryStore' })\n    }\n  }\n\n  updateCategory = async (category: Category) => {\n    try {\n      await this.api.updateCategory(category)\n      await this.loadCategories()\n    } catch (error) {\n      console.error('Error occurred while updating category:', error)\n      this.globalStore.captureException(error, { store: 'CategoryStore' })\n    }\n  }\n\n  // TODO: Remove this after refactoring Trends components to use detailedCategories\n  getCategoryName = (guid: string) => {\n    const category = this.categories.find((c) => c.guid === guid)\n    return category?.name ?? CategoryGuidToName[guid]\n  }\n}\n\n// TODO: Move into CategoryStore\nclass UiStore {\n  expandedGuid: string | null = null\n  selectedGuid: string | null = null\n  searchValue = ''\n  showSelected = true\n  shouldDisableDrawerScroll = false\n  unselectable: string[] = []\n  unselectableText = ''\n\n  savedOnSelect: any // todo\n\n  constructor() {\n    makeAutoObservable(this)\n  }\n\n  setExpandedGuid = (guid: string | null) => (this.expandedGuid = guid)\n\n  setSelectedGuid = (guid: string | null) => (this.selectedGuid = guid)\n\n  setSearchValue = (value: string) => (this.searchValue = value)\n\n  setShouldDisableDrawerScroll = (shouldDisable: boolean) =>\n    (this.shouldDisableDrawerScroll = shouldDisable)\n\n  setShowSelected = (showSelected: boolean) => (this.showSelected = showSelected)\n\n  setUnselectable = (unselectable: string[]) => (this.unselectable = unselectable)\n\n  setUnselectableText = (text: string) => (this.unselectableText = text)\n\n  onSelect = (guid: string) => this.savedOnSelect(guid)\n\n  setOnSelect = (callback: any) => (this.savedOnSelect = callback)\n}\n"],"mappings":";;;;;;;;AAsBA,IAAa,IAAb,MAA2B;AAAA,EACzB;AAAA,EACA;AAAA,EACA,MAAM,IAAI,EAAY,KAAK,EAAE;AAAA,EAE7B,aAAyB,CAAC;AAAA,EAC1B,mBAA4B;AAAA,EAC5B,oBAA6B;AAAA,EAC7B,0BAAqD,CAAC;AAAA,EACtD,wBAAiD,CAAC;AAAA,EAElD,wBAAwB;AAAA,EACxB,yBAAyB;AAAA,EACzB,sBAAsB;AAAA,EACtB,uBAAuB;AAAA,EAevB,2BAA2B;AAAA,EAC3B,yBAAyB;AAAA,EAGzB,0BAIW;AAAA,EACX,wBAIW;AAAA,EAEX,YAAY,GAA0B;AACpC,SAAK,cAAc,GACnB,KAAK,UAAU,IAAI,EAAQ,GAC3B,KAAK,MAAM,IAAI,EAAY,EAAY,UAAU,EAAY,cAAc,EAAY,OAAO,GAE9F,EAAuF,MAAM;AAAA,MAC3F,0BAA0B;AAAA,MAC1B,wBAAwB;AAAA,MACxB,yBAAyB;AAAA,MACzB,uBAAuB;AAAA,IACzB,CAAC;AAAA,EACH;AAAA,EAEA,IAAI,qBAAyC;AAC3C,WAAK,KAAK,YAAY,gBACf,EACL,KAAK,YACL,KAAK,YAAY,UAAU,KAAK,YAChC,KAAK,yBACL,KAAK,qBACP,IAN4C,CAAC;AAAA,EAO/C;AAAA,EAEA,IAAI,qCAAyE;AAC3E,WAAO,EACL,KAAK,oBACL,KAAK,YAAY,iBAAiB,kBACpC;AAAA,EACF;AAAA,EAEA,IAAI,mBAAuC;AACzC,WAAO,KAAK,mBAAmB,OAAA,CAAQ,MAAM,EAAE,SAAS;AAAA,EAC1D;AAAA,EAEA,IAAI,kBAAsC;AACxC,WAAO,KAAK,mBAAmB,OAAA,CAC5B,MAAM,CAAC,EAAE,aAAa,CAAC,EAAE,cAAc,EAAE,SAAS,EAAc,WACnE;AAAA,EACF;AAAA,EAEA,IAAI,qBAAyC;AAC3C,WAAO,KAAK,mBAAmB,OAAA,CAAQ,MAAM,EAAE,UAAU;AAAA,EAC3D;AAAA,EAEA,gBAAA,CAAiB,MAA2B;AAC1C,SAAK,aAAa,GAClB,KAAK,oBAAoB,IACzB,KAAK,mBAAmB;AAAA,EAC1B;AAAA,EAEA,2BAAA,CAA4B,MAAoC;AAC9D,SAAK,wBAAwB,GAC7B,KAAK,uBAAuB,IAC5B,KAAK,sBAAsB;AAAA,EAC7B;AAAA,EAEA,6BAAA,CAA8B,MAAsC;AAClE,SAAK,0BAA0B,GAC/B,KAAK,yBAAyB,IAC9B,KAAK,wBAAwB;AAAA,EAC/B;AAAA,EAEA,IAAI,mBAAuC;AACzC,WAAO,KAAK,mBACT,OAAA,CAAQ,MAAM,EAAE,gBAAgB,CAAC,EACjC,OAAA,CAAQ,MAAM,EAAE,SAAS,EAAc,eAAe,EAAE,SAAS,EAAc,QAAQ;AAAA,EAC5F;AAAA,EAEA,cAAc,OAAO,GAAc,MAAuB;AACxD,UAAM,IAAW;AAAA,MAAE,MAAA;AAAA,MAAM,aAAa;AAAA,IAAW;AAEjD,QAAI;AACF,YAAM,KAAK,IAAI,YAAY,CAAQ,GACnC,MAAM,KAAK,eAAe;AAAA,IAC5B,SAAS,GAAO;AACd,cAAQ,MAAM,yCAAyC,CAAK,GAC5D,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,gBAAgB,CAAC;AAAA,IACrE;AAAA,EACF;AAAA,EAEA,iBAAiB,YAAY;AAC3B,QAAI,MAAK,mBAET;AAAA,WAAK,oBAAoB;AACzB,UAAI;AACF,cAAM,IAAa,MAAM,KAAK,IAAI,cAAc;AAChD,aAAK,cAAc,CAAU;AAAA,MAC/B,SAAS,GAAO;AACd,gBAAQ,MAAM,4CAA4C,CAAK,GAC/D,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,gBAAgB,CAAC,GACnE,EAAA,MAAkB;AAChB,eAAK,oBAAoB;AAAA,QAC3B,CAAC;AAAA,MACH;AAAA;AAAA,EACF;AAAA,EAEA,8BAA8B,OAAO,GAAqB,GAAiB,MAAkB;AAG3F,UAAM,IAAY,EAAE,KAAK,0BACnB,IAAA,MAAgB,MAAc,KAAK;AACzC,SAAK,0BAA0B;AAAA,MAAE,UAAA;AAAA,MAAU,WAAA;AAAA,MAAW,SAAA;AAAA,IAAQ,GAE9D,EAAA,MAAkB;AAChB,WAAK,yBAAyB;AAAA,IAChC,CAAC;AAED,QAAI;AAGF,YAAM,IAAS,MAAM,KAAK,IAAI,2BAC5B,EAAU,CAAS,GACnB,EAAU,CAAO,GACjB,CACF;AAGA,UAAI,EAAQ,EAAG;AACf,WAAK,2BAA2B,CAAM;AAAA,IACxC,SAAS,GAAO;AAGd,UAAI,EAAQ,EAAG;AACf,cAAQ,MAAM,4DAA4D,CAAK,GAC/E,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,gBAAgB,CAAC,GACnE,KAAK,2BAA2B,CAAC,CAAC;AAAA,IACpC;AAAA,EACF;AAAA,EAEA,4BAA4B,OAC1B,IAAsB,KAAK,YAAY,cAAc,kBACrD,GACA,MACG;AAEH,UAAM,IAAY,EAAE,KAAK,wBACnB,IAAA,MAAgB,MAAc,KAAK;AACzC,SAAK,wBAAwB;AAAA,MAAE,UAAA;AAAA,MAAU,WAAA;AAAA,MAAW,SAAA;AAAA,IAAQ,GAC5D,EAAA,MAAkB;AAChB,WAAK,uBAAuB;AAAA,IAC9B,CAAC;AAGD,UAAM,IAAQ,EAAU,EAAa,KAAa,EAAU,oBAAI,KAAK,GAAG,EAAE,CAAC,CAAC,GACtE,IAAM,EAAU,EAAW,KAAW,oBAAI,KAAK,CAAC,CAAC;AAEvD,QAAI;AACF,YAAM,IAAS,MAAM,KAAK,IAAI,yBAAyB,GAAO,GAAK,CAAQ;AAC3E,UAAI,EAAQ,EAAG;AACf,WAAK,yBAAyB,CAAM;AAAA,IACtC,SAAS,GAAO;AAEd,UAAI,EAAQ,EAAG;AACf,cAAQ,MAAM,yDAAyD,CAAK,GAC5E,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,gBAAgB,CAAC,GAGnE,KAAK,yBAAyB,CAAC,CAAC;AAAA,IAClC;AAAA,EACF;AAAA,EAEA,uBAAuB,OAAO,GAAqB,GAAkB,MAAmB;AACtF,UAAM,IAAQ,KAAa,EAAU,oBAAI,KAAK,GAAG,EAAE,GAC7C,IAAM,KAAW,EAAW,oBAAI,KAAK,CAAC;AAI5C,UAAM,QAAQ,IAAI,CAChB,KAAK,0BAA0B,GAAU,GAAO,CAAG,GACnD,KAAK,4BAA4B,GAAU,GAAO,CAAG,CACvD,CAAC;AAAA,EACH;AAAA,EAIA,8BAA8B,YAAY;AACxC,UAAM,IAA6B,CAAC;AAEpC,QAAI,KAAK,yBAAyB;AAChC,YAAM,EAAE,UAAA,GAAU,WAAA,GAAW,SAAA,EAAA,IAAY,KAAK;AAC9C,MAAA,EAAU,KAAK,KAAK,4BAA4B,GAAU,GAAW,CAAO,CAAC;AAAA,IAC/E;AACA,QAAI,KAAK,uBAAuB;AAC9B,YAAM,EAAE,UAAA,GAAU,WAAA,GAAW,SAAA,EAAA,IAAY,KAAK;AAC9C,MAAA,EAAU,KAAK,KAAK,0BAA0B,GAAU,GAAW,CAAO,CAAC;AAAA,IAC7E;AAEA,UAAM,QAAQ,IAAI,CAAS;AAAA,EAC7B;AAAA,EAEA,iBAAiB,OAAO,MAAiB;AACvC,QAAI;AACF,YAAM,KAAK,IAAI,eAAe,CAAI,GAClC,MAAM,KAAK,eAAe;AAAA,IAC5B,SAAS,GAAO;AACd,cAAQ,MAAM,2CAA2C,CAAK,GAC9D,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,gBAAgB,CAAC;AAAA,IACrE;AAAA,EACF;AAAA,EAEA,iBAAiB,OAAO,MAAuB;AAC7C,QAAI;AACF,YAAM,KAAK,IAAI,eAAe,CAAQ,GACtC,MAAM,KAAK,eAAe;AAAA,IAC5B,SAAS,GAAO;AACd,cAAQ,MAAM,2CAA2C,CAAK,GAC9D,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,gBAAgB,CAAC;AAAA,IACrE;AAAA,EACF;AAAA,EAGA,kBAAA,CAAmB,MACA,KAAK,WAAW,KAAA,CAAM,MAAM,EAAE,SAAS,CACjD,GAAU,QAAQ,EAAmB,CAAA;AAEhD,GAGM,IAAN,MAAc;AAAA,EACZ,eAA8B;AAAA,EAC9B,eAA8B;AAAA,EAC9B,cAAc;AAAA,EACd,eAAe;AAAA,EACf,4BAA4B;AAAA,EAC5B,eAAyB,CAAC;AAAA,EAC1B,mBAAmB;AAAA,EAEnB;AAAA,EAEA,cAAc;AACZ,IAAA,EAAmB,IAAI;AAAA,EACzB;AAAA,EAEA,kBAAA,CAAmB,MAAyB,KAAK,eAAe;AAAA,EAEhE,kBAAA,CAAmB,MAAyB,KAAK,eAAe;AAAA,EAEhE,iBAAA,CAAkB,MAAmB,KAAK,cAAc;AAAA,EAExD,+BAAA,CAAgC,MAC7B,KAAK,4BAA4B;AAAA,EAEpC,kBAAA,CAAmB,MAA2B,KAAK,eAAe;AAAA,EAElE,kBAAA,CAAmB,MAA4B,KAAK,eAAe;AAAA,EAEnE,sBAAA,CAAuB,MAAkB,KAAK,mBAAmB;AAAA,EAEjE,WAAA,CAAY,MAAiB,KAAK,cAAc,CAAI;AAAA,EAEpD,cAAA,CAAe,MAAmB,KAAK,gBAAgB;AACzD"}
+{"version":3,"file":"CategoryStore.es.js","names":[],"sources":["../../../src/core/stores/CategoryStore.ts"],"sourcesContent":["import { makeAutoObservable, runInAction } from 'mobx'\nimport { subMonths } from 'date-fns/subMonths'\nimport { startOfMonth } from 'date-fns/startOfMonth'\nimport { endOfMonth } from 'date-fns/endOfMonth'\n\nimport { CategoryGuids, CategoryGuidToName } from '../constants'\nimport { CategoryApi } from '../api'\nimport { toUnixUTC } from '../utils/DateUtil'\n\nimport { GlobalStore } from './GlobalStore'\n\nimport type {\n  Account,\n  Category,\n  DetailedCategory,\n  DetailedCategoryWithTransactions,\n  DateRangeCategoryTotals,\n  MonthlyCategoryTotals,\n} from '../types'\n\nimport { augmentCategories, getDetailedCategoryTransactions } from '../utils/CategoryUtil'\n\nexport class CategoryStore {\n  globalStore: GlobalStore\n  uiStore: UiStore\n  api = new CategoryApi('/', '')\n\n  categories: Category[] = []\n  categoriesLoaded: boolean = false\n  categoriesLoading: boolean = false\n  dateRangeCategoryTotals: DateRangeCategoryTotals[] = []\n  monthlyCategoryTotals: MonthlyCategoryTotals[] = []\n\n  dateRangeTotalsLoaded = false\n  dateRangeTotalsLoading = false\n  monthlyTotalsLoaded = false\n  monthlyTotalsLoading = false\n\n  // Monotonic request tokens, one per totals endpoint. A newer request\n  // supersedes an older in-flight one: the stale response is discarded rather\n  // than the newer request being dropped. These loaders used to early-return\n  // while a request was in flight, which silently swallowed date-range/account\n  // changes made mid-flight. (MEW-3910)\n  //\n  // Deliberately per-endpoint rather than one shared counter: several callers\n  // (BubbleBudgetsWidget, BubbleBudgetsMiniWidget) fire the two loaders\n  // independently and concurrently, and a shared counter would make the second\n  // call supersede — and silently drop — the first.\n  //\n  // Kept out of the observable graph — internal concurrency bookkeeping, not\n  // renderable state.\n  dateRangeTotalsRequestId = 0\n  monthlyTotalsRequestId = 0\n\n  // Args each loader was last requested with; refreshLoadedCategoryTotals replays them.\n  private lastDateRangeTotalsArgs: {\n    accounts: Account[]\n    startDate: Date\n    endDate: Date\n  } | null = null\n  private lastMonthlyTotalsArgs: {\n    accounts: Account[]\n    startDate?: Date\n    endDate?: Date\n  } | null = null\n\n  constructor(globalStore: GlobalStore) {\n    this.globalStore = globalStore\n    this.uiStore = new UiStore()\n    this.api = new CategoryApi(globalStore.endpoint, globalStore.sessionToken, globalStore.onError)\n\n    makeAutoObservable<CategoryStore, 'lastDateRangeTotalsArgs' | 'lastMonthlyTotalsArgs'>(this, {\n      dateRangeTotalsRequestId: false,\n      monthlyTotalsRequestId: false,\n      lastDateRangeTotalsArgs: false,\n      lastMonthlyTotalsArgs: false,\n    })\n  }\n\n  get detailedCategories(): DetailedCategory[] {\n    if (!this.globalStore.isInitialized) return []\n    return augmentCategories(\n      this.categories,\n      this.globalStore.copyStore.copy.categories,\n      this.dateRangeCategoryTotals,\n      this.monthlyCategoryTotals,\n    )\n  }\n\n  get detailedCategoriesWithTransactions(): DetailedCategoryWithTransactions[] {\n    return getDetailedCategoryTransactions(\n      this.detailedCategories,\n      this.globalStore.transactionStore.sortedTransactions,\n    )\n  }\n\n  get incomeCategories(): DetailedCategory[] {\n    return this.detailedCategories.filter((c) => c.is_income)\n  }\n\n  get spendCategories(): DetailedCategory[] {\n    return this.detailedCategories.filter(\n      (c) => !c.is_income && !c.isTransfer && c.guid !== CategoryGuids.INVESTMENTS,\n    )\n  }\n\n  get transferCategories(): DetailedCategory[] {\n    return this.detailedCategories.filter((c) => c.isTransfer)\n  }\n\n  setCategories = (categories: Category[]) => {\n    this.categories = categories\n    this.categoriesLoading = false\n    this.categoriesLoaded = true\n  }\n\n  setMonthlyCategoryTotals = (totals: MonthlyCategoryTotals[]) => {\n    this.monthlyCategoryTotals = totals\n    this.monthlyTotalsLoading = false\n    this.monthlyTotalsLoaded = true\n  }\n\n  setDateRangeCategoryTotals = (totals: DateRangeCategoryTotals[]) => {\n    this.dateRangeCategoryTotals = totals\n    this.dateRangeTotalsLoading = false\n    this.dateRangeTotalsLoaded = true\n  }\n\n  get trendsCategories(): DetailedCategory[] {\n    return this.detailedCategories\n      .filter((c) => c.totalAmount !== 0)\n      .filter((c) => c.guid !== CategoryGuids.INVESTMENTS && c.guid !== CategoryGuids.TRANSFER)\n  }\n\n  addCategory = async (name: string, parentGuid: string) => {\n    const category = { name, parent_guid: parentGuid } as Category\n\n    try {\n      await this.api.addCategory(category)\n      await this.loadCategories()\n    } catch (error) {\n      console.error('Error occurred while adding category:', error)\n      this.globalStore.captureException(error, { store: 'CategoryStore' })\n    }\n  }\n\n  loadCategories = async () => {\n    if (this.categoriesLoading) return\n\n    this.categoriesLoading = true\n    try {\n      const categories = await this.api.getCategories()\n      this.setCategories(categories)\n    } catch (error) {\n      console.error('Error occurred while getting categories:', error)\n      this.globalStore.captureException(error, { store: 'CategoryStore' })\n      runInAction(() => {\n        this.categoriesLoading = false\n      })\n    }\n  }\n\n  loadDateRangeCategoryTotals = async (accounts: Account[], startDate: Date, endDate: Date) => {\n    // Claim this request. Any request started later wins, so a date-range or\n    // account change made while a request is in flight is no longer dropped.\n    const requestId = ++this.dateRangeTotalsRequestId\n    const isStale = () => requestId !== this.dateRangeTotalsRequestId\n    this.lastDateRangeTotalsArgs = { accounts, startDate, endDate }\n\n    runInAction(() => {\n      this.dateRangeTotalsLoading = true\n    })\n\n    try {\n      // UTC-midnight boundaries so the window matches the absolute post dates the\n      // API keys on; local Dates would shift it by the viewer's timezone offset.\n      const totals = await this.api.getDateRangeCategoryTotals(\n        toUnixUTC(startDate),\n        toUnixUTC(endDate),\n        accounts,\n      )\n      // A newer request superseded this one; its response is authoritative.\n      // Leave the loading flag alone: the newest request still owns it.\n      if (isStale()) return\n      this.setDateRangeCategoryTotals(totals)\n    } catch (error) {\n      // Don't report deliberately superseded requests — rapid date scrubbing\n      // would otherwise spam the error backend. (MEW-3910)\n      if (isStale()) return\n      console.error('Error occurred while getting date range category totals:', error)\n      this.globalStore.captureException(error, { store: 'CategoryStore' })\n      this.setDateRangeCategoryTotals([])\n    }\n  }\n\n  loadMonthlyCategoryTotals = async (\n    accounts: Account[] = this.globalStore.globalUiStore.selectedAccounts,\n    startDate?: Date,\n    endDate?: Date,\n  ) => {\n    // See loadDateRangeCategoryTotals: newest request wins. (MEW-3910)\n    const requestId = ++this.monthlyTotalsRequestId\n    const isStale = () => requestId !== this.monthlyTotalsRequestId\n    this.lastMonthlyTotalsArgs = { accounts, startDate, endDate }\n    runInAction(() => {\n      this.monthlyTotalsLoading = true\n    })\n\n    // UTC-midnight boundaries; see loadDateRangeCategoryTotals.\n    const start = toUnixUTC(startOfMonth(startDate ?? subMonths(new Date(), 11)))\n    const end = toUnixUTC(endOfMonth(endDate ?? new Date()))\n\n    try {\n      const totals = await this.api.getMonthlyCategoryTotals(start, end, accounts)\n      if (isStale()) return\n      this.setMonthlyCategoryTotals(totals)\n    } catch (error) {\n      // Superseded requests are not reported. (MEW-3910)\n      if (isStale()) return\n      console.error('Error occurred while getting monthly category totals:', error)\n      this.globalStore.captureException(error, { store: 'CategoryStore' })\n      // Setter clears monthlyTotalsLoading and marks loaded so the UI recovers\n      // and retries aren't blocked. (MEW-3538)\n      this.setMonthlyCategoryTotals([])\n    }\n  }\n\n  reloadCategoryTotals = async (accounts: Account[], startDate?: Date, endDate?: Date) => {\n    const start = startDate ?? subMonths(new Date(), 11)\n    const end = endDate ?? endOfMonth(new Date())\n    // Each loader claims its own token, so the pair does not invalidate itself.\n    // No try/catch: both loaders handle and report their own errors and always\n    // resolve, so nothing can reject here.\n    await Promise.all([\n      this.loadMonthlyCategoryTotals(accounts, start, end),\n      this.loadDateRangeCategoryTotals(accounts, start, end),\n    ])\n  }\n\n  // Re-issues each loader's last request; a replay supersedes an in-flight\n  // request via the request-id guard, so the replayed response wins.\n  refreshLoadedCategoryTotals = async () => {\n    const refreshes: Promise<void>[] = []\n\n    if (this.lastDateRangeTotalsArgs) {\n      const { accounts, startDate, endDate } = this.lastDateRangeTotalsArgs\n      refreshes.push(this.loadDateRangeCategoryTotals(accounts, startDate, endDate))\n    }\n    if (this.lastMonthlyTotalsArgs) {\n      const { accounts, startDate, endDate } = this.lastMonthlyTotalsArgs\n      refreshes.push(this.loadMonthlyCategoryTotals(accounts, startDate, endDate))\n    }\n\n    await Promise.all(refreshes)\n  }\n\n  removeCategory = async (guid: string) => {\n    try {\n      await this.api.removeCategory(guid)\n      await this.loadCategories()\n    } catch (error) {\n      console.error('Error occurred while removing category:', error)\n      this.globalStore.captureException(error, { store: 'CategoryStore' })\n    }\n  }\n\n  updateCategory = async (category: Category) => {\n    try {\n      await this.api.updateCategory(category)\n      await this.loadCategories()\n    } catch (error) {\n      console.error('Error occurred while updating category:', error)\n      this.globalStore.captureException(error, { store: 'CategoryStore' })\n    }\n  }\n\n  /**\n   * Walks a category guid up to its top-level parent. mxui's `CategoryIcon` only knows the\n   * top-level guids and falls back to the Uncategorized icon for anything else, so callers that\n   * only have a (possibly sub-) category guid must resolve it before rendering an icon. Returns\n   * the guid unchanged when categories are not loaded yet or the guid is unknown.\n   */\n  getTopLevelCategoryGuid = (guid: string): string => {\n    const seen = new Set<string>()\n    let current = guid\n    while (!seen.has(current)) {\n      seen.add(current)\n      const parent = this.categories.find((c) => c.guid === current)?.parent_guid\n      if (!parent) return current\n      current = parent\n    }\n    return current\n  }\n\n  // TODO: Remove this after refactoring Trends components to use detailedCategories\n  getCategoryName = (guid: string) => {\n    const category = this.categories.find((c) => c.guid === guid)\n    return category?.name ?? CategoryGuidToName[guid]\n  }\n}\n\n// TODO: Move into CategoryStore\nclass UiStore {\n  expandedGuid: string | null = null\n  selectedGuid: string | null = null\n  searchValue = ''\n  showSelected = true\n  shouldDisableDrawerScroll = false\n  unselectable: string[] = []\n  unselectableText = ''\n\n  savedOnSelect: any // todo\n\n  constructor() {\n    makeAutoObservable(this)\n  }\n\n  setExpandedGuid = (guid: string | null) => (this.expandedGuid = guid)\n\n  setSelectedGuid = (guid: string | null) => (this.selectedGuid = guid)\n\n  setSearchValue = (value: string) => (this.searchValue = value)\n\n  setShouldDisableDrawerScroll = (shouldDisable: boolean) =>\n    (this.shouldDisableDrawerScroll = shouldDisable)\n\n  setShowSelected = (showSelected: boolean) => (this.showSelected = showSelected)\n\n  setUnselectable = (unselectable: string[]) => (this.unselectable = unselectable)\n\n  setUnselectableText = (text: string) => (this.unselectableText = text)\n\n  onSelect = (guid: string) => this.savedOnSelect(guid)\n\n  setOnSelect = (callback: any) => (this.savedOnSelect = callback)\n}\n"],"mappings":";;;;;;;;AAsBA,IAAa,IAAb,MAA2B;AAAA,EACzB;AAAA,EACA;AAAA,EACA,MAAM,IAAI,EAAY,KAAK,EAAE;AAAA,EAE7B,aAAyB,CAAC;AAAA,EAC1B,mBAA4B;AAAA,EAC5B,oBAA6B;AAAA,EAC7B,0BAAqD,CAAC;AAAA,EACtD,wBAAiD,CAAC;AAAA,EAElD,wBAAwB;AAAA,EACxB,yBAAyB;AAAA,EACzB,sBAAsB;AAAA,EACtB,uBAAuB;AAAA,EAevB,2BAA2B;AAAA,EAC3B,yBAAyB;AAAA,EAGzB,0BAIW;AAAA,EACX,wBAIW;AAAA,EAEX,YAAY,GAA0B;AACpC,SAAK,cAAc,GACnB,KAAK,UAAU,IAAI,EAAQ,GAC3B,KAAK,MAAM,IAAI,EAAY,EAAY,UAAU,EAAY,cAAc,EAAY,OAAO,GAE9F,EAAuF,MAAM;AAAA,MAC3F,0BAA0B;AAAA,MAC1B,wBAAwB;AAAA,MACxB,yBAAyB;AAAA,MACzB,uBAAuB;AAAA,IACzB,CAAC;AAAA,EACH;AAAA,EAEA,IAAI,qBAAyC;AAC3C,WAAK,KAAK,YAAY,gBACf,EACL,KAAK,YACL,KAAK,YAAY,UAAU,KAAK,YAChC,KAAK,yBACL,KAAK,qBACP,IAN4C,CAAC;AAAA,EAO/C;AAAA,EAEA,IAAI,qCAAyE;AAC3E,WAAO,EACL,KAAK,oBACL,KAAK,YAAY,iBAAiB,kBACpC;AAAA,EACF;AAAA,EAEA,IAAI,mBAAuC;AACzC,WAAO,KAAK,mBAAmB,OAAA,CAAQ,MAAM,EAAE,SAAS;AAAA,EAC1D;AAAA,EAEA,IAAI,kBAAsC;AACxC,WAAO,KAAK,mBAAmB,OAAA,CAC5B,MAAM,CAAC,EAAE,aAAa,CAAC,EAAE,cAAc,EAAE,SAAS,EAAc,WACnE;AAAA,EACF;AAAA,EAEA,IAAI,qBAAyC;AAC3C,WAAO,KAAK,mBAAmB,OAAA,CAAQ,MAAM,EAAE,UAAU;AAAA,EAC3D;AAAA,EAEA,gBAAA,CAAiB,MAA2B;AAC1C,SAAK,aAAa,GAClB,KAAK,oBAAoB,IACzB,KAAK,mBAAmB;AAAA,EAC1B;AAAA,EAEA,2BAAA,CAA4B,MAAoC;AAC9D,SAAK,wBAAwB,GAC7B,KAAK,uBAAuB,IAC5B,KAAK,sBAAsB;AAAA,EAC7B;AAAA,EAEA,6BAAA,CAA8B,MAAsC;AAClE,SAAK,0BAA0B,GAC/B,KAAK,yBAAyB,IAC9B,KAAK,wBAAwB;AAAA,EAC/B;AAAA,EAEA,IAAI,mBAAuC;AACzC,WAAO,KAAK,mBACT,OAAA,CAAQ,MAAM,EAAE,gBAAgB,CAAC,EACjC,OAAA,CAAQ,MAAM,EAAE,SAAS,EAAc,eAAe,EAAE,SAAS,EAAc,QAAQ;AAAA,EAC5F;AAAA,EAEA,cAAc,OAAO,GAAc,MAAuB;AACxD,UAAM,IAAW;AAAA,MAAE,MAAA;AAAA,MAAM,aAAa;AAAA,IAAW;AAEjD,QAAI;AACF,YAAM,KAAK,IAAI,YAAY,CAAQ,GACnC,MAAM,KAAK,eAAe;AAAA,IAC5B,SAAS,GAAO;AACd,cAAQ,MAAM,yCAAyC,CAAK,GAC5D,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,gBAAgB,CAAC;AAAA,IACrE;AAAA,EACF;AAAA,EAEA,iBAAiB,YAAY;AAC3B,QAAI,MAAK,mBAET;AAAA,WAAK,oBAAoB;AACzB,UAAI;AACF,cAAM,IAAa,MAAM,KAAK,IAAI,cAAc;AAChD,aAAK,cAAc,CAAU;AAAA,MAC/B,SAAS,GAAO;AACd,gBAAQ,MAAM,4CAA4C,CAAK,GAC/D,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,gBAAgB,CAAC,GACnE,EAAA,MAAkB;AAChB,eAAK,oBAAoB;AAAA,QAC3B,CAAC;AAAA,MACH;AAAA;AAAA,EACF;AAAA,EAEA,8BAA8B,OAAO,GAAqB,GAAiB,MAAkB;AAG3F,UAAM,IAAY,EAAE,KAAK,0BACnB,IAAA,MAAgB,MAAc,KAAK;AACzC,SAAK,0BAA0B;AAAA,MAAE,UAAA;AAAA,MAAU,WAAA;AAAA,MAAW,SAAA;AAAA,IAAQ,GAE9D,EAAA,MAAkB;AAChB,WAAK,yBAAyB;AAAA,IAChC,CAAC;AAED,QAAI;AAGF,YAAM,IAAS,MAAM,KAAK,IAAI,2BAC5B,EAAU,CAAS,GACnB,EAAU,CAAO,GACjB,CACF;AAGA,UAAI,EAAQ,EAAG;AACf,WAAK,2BAA2B,CAAM;AAAA,IACxC,SAAS,GAAO;AAGd,UAAI,EAAQ,EAAG;AACf,cAAQ,MAAM,4DAA4D,CAAK,GAC/E,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,gBAAgB,CAAC,GACnE,KAAK,2BAA2B,CAAC,CAAC;AAAA,IACpC;AAAA,EACF;AAAA,EAEA,4BAA4B,OAC1B,IAAsB,KAAK,YAAY,cAAc,kBACrD,GACA,MACG;AAEH,UAAM,IAAY,EAAE,KAAK,wBACnB,IAAA,MAAgB,MAAc,KAAK;AACzC,SAAK,wBAAwB;AAAA,MAAE,UAAA;AAAA,MAAU,WAAA;AAAA,MAAW,SAAA;AAAA,IAAQ,GAC5D,EAAA,MAAkB;AAChB,WAAK,uBAAuB;AAAA,IAC9B,CAAC;AAGD,UAAM,IAAQ,EAAU,EAAa,KAAa,EAAU,oBAAI,KAAK,GAAG,EAAE,CAAC,CAAC,GACtE,IAAM,EAAU,EAAW,KAAW,oBAAI,KAAK,CAAC,CAAC;AAEvD,QAAI;AACF,YAAM,IAAS,MAAM,KAAK,IAAI,yBAAyB,GAAO,GAAK,CAAQ;AAC3E,UAAI,EAAQ,EAAG;AACf,WAAK,yBAAyB,CAAM;AAAA,IACtC,SAAS,GAAO;AAEd,UAAI,EAAQ,EAAG;AACf,cAAQ,MAAM,yDAAyD,CAAK,GAC5E,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,gBAAgB,CAAC,GAGnE,KAAK,yBAAyB,CAAC,CAAC;AAAA,IAClC;AAAA,EACF;AAAA,EAEA,uBAAuB,OAAO,GAAqB,GAAkB,MAAmB;AACtF,UAAM,IAAQ,KAAa,EAAU,oBAAI,KAAK,GAAG,EAAE,GAC7C,IAAM,KAAW,EAAW,oBAAI,KAAK,CAAC;AAI5C,UAAM,QAAQ,IAAI,CAChB,KAAK,0BAA0B,GAAU,GAAO,CAAG,GACnD,KAAK,4BAA4B,GAAU,GAAO,CAAG,CACvD,CAAC;AAAA,EACH;AAAA,EAIA,8BAA8B,YAAY;AACxC,UAAM,IAA6B,CAAC;AAEpC,QAAI,KAAK,yBAAyB;AAChC,YAAM,EAAE,UAAA,GAAU,WAAA,GAAW,SAAA,EAAA,IAAY,KAAK;AAC9C,MAAA,EAAU,KAAK,KAAK,4BAA4B,GAAU,GAAW,CAAO,CAAC;AAAA,IAC/E;AACA,QAAI,KAAK,uBAAuB;AAC9B,YAAM,EAAE,UAAA,GAAU,WAAA,GAAW,SAAA,EAAA,IAAY,KAAK;AAC9C,MAAA,EAAU,KAAK,KAAK,0BAA0B,GAAU,GAAW,CAAO,CAAC;AAAA,IAC7E;AAEA,UAAM,QAAQ,IAAI,CAAS;AAAA,EAC7B;AAAA,EAEA,iBAAiB,OAAO,MAAiB;AACvC,QAAI;AACF,YAAM,KAAK,IAAI,eAAe,CAAI,GAClC,MAAM,KAAK,eAAe;AAAA,IAC5B,SAAS,GAAO;AACd,cAAQ,MAAM,2CAA2C,CAAK,GAC9D,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,gBAAgB,CAAC;AAAA,IACrE;AAAA,EACF;AAAA,EAEA,iBAAiB,OAAO,MAAuB;AAC7C,QAAI;AACF,YAAM,KAAK,IAAI,eAAe,CAAQ,GACtC,MAAM,KAAK,eAAe;AAAA,IAC5B,SAAS,GAAO;AACd,cAAQ,MAAM,2CAA2C,CAAK,GAC9D,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,gBAAgB,CAAC;AAAA,IACrE;AAAA,EACF;AAAA,EAQA,0BAAA,CAA2B,MAAyB;AAClD,UAAM,IAAO,oBAAI,IAAY;AAC7B,QAAI,IAAU;AACd,WAAO,CAAC,EAAK,IAAI,CAAO,KAAG;AACzB,MAAA,EAAK,IAAI,CAAO;AAChB,YAAM,IAAS,KAAK,WAAW,KAAA,CAAM,MAAM,EAAE,SAAS,CAAO,GAAG;AAChE,UAAI,CAAC,EAAQ,QAAO;AACpB,MAAA,IAAU;AAAA,IACZ;AACA,WAAO;AAAA,EACT;AAAA,EAGA,kBAAA,CAAmB,MACA,KAAK,WAAW,KAAA,CAAM,MAAM,EAAE,SAAS,CACjD,GAAU,QAAQ,EAAmB,CAAA;AAEhD,GAGM,IAAN,MAAc;AAAA,EACZ,eAA8B;AAAA,EAC9B,eAA8B;AAAA,EAC9B,cAAc;AAAA,EACd,eAAe;AAAA,EACf,4BAA4B;AAAA,EAC5B,eAAyB,CAAC;AAAA,EAC1B,mBAAmB;AAAA,EAEnB;AAAA,EAEA,cAAc;AACZ,IAAA,EAAmB,IAAI;AAAA,EACzB;AAAA,EAEA,kBAAA,CAAmB,MAAyB,KAAK,eAAe;AAAA,EAEhE,kBAAA,CAAmB,MAAyB,KAAK,eAAe;AAAA,EAEhE,iBAAA,CAAkB,MAAmB,KAAK,cAAc;AAAA,EAExD,+BAAA,CAAgC,MAC7B,KAAK,4BAA4B;AAAA,EAEpC,kBAAA,CAAmB,MAA2B,KAAK,eAAe;AAAA,EAElE,kBAAA,CAAmB,MAA4B,KAAK,eAAe;AAAA,EAEnE,sBAAA,CAAuB,MAAkB,KAAK,mBAAmB;AAAA,EAEjE,WAAA,CAAY,MAAiB,KAAK,cAAc,CAAI;AAAA,EAEpD,cAAA,CAAe,MAAmB,KAAK,gBAAgB;AACzD"}

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

@@ -15,8 +15,14 @@ interface LoadDataProps {
     userFeatures?: UserFeature[];
 }
 type OnStoreUpdate = (update: ObservedUpdate) => void;
-type ObservedUpdate = {
-    transactions: Transaction[];
+export type ObservedUpdate = {
+    transactions?: Transaction[];
+    /**
+     * Guid of a beat whose data went stale because of an action taken inside experiences
+     * (e.g. an insight CTA that mutated data). Hosts refetch that beat's sampled data.
+     * Emitted only from explicit actions, never from the transactions autorun.
+     */
+    staleBeatGuid?: string;
 };
 export declare class GlobalStore {
     appConfig: AppConfig;

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

@@ -1 +1 @@
-{"version":3,"file":"GlobalStore.es.js","names":[],"sources":["../../../src/core/stores/GlobalStore.ts"],"sourcesContent":["import { autorun, makeAutoObservable } from 'mobx'\n\nimport { DefaultAppConfig } from '../constants/DefaultConfig'\n\nimport {\n  AccountStore,\n  AnalyticsStore,\n  AppDataStore,\n  BeatStore,\n  BudgetsStore,\n  CashflowStore,\n  CategoryStore,\n  ConnectStore,\n  DebtsStore,\n  FinstrongStore,\n  GlobalCopyStore,\n  GlobalUiStore,\n  GoalStore,\n  HelpStore,\n  HoldingStore,\n  InsightsV2Store,\n  MerchantStore,\n  NetWorthStore,\n  NotificationStore,\n  RecurringTransactionsStore,\n  SettingsStore,\n  TransactionStore,\n  TrendsStore,\n  UserStore,\n} from '../stores'\n\nimport type {\n  Account,\n  Category,\n  Institution,\n  Member,\n  AppConfig,\n  AppData,\n  Beat,\n  GlobalCaptureException,\n  GlobalErrorHandler,\n  MerchantBudget,\n  Tag,\n  Tagging,\n  Transaction,\n  TransactionRule,\n  UserFeature,\n} from '../types'\n\ninterface LoadDataProps {\n  accounts?: Account[]\n  appData?: AppData\n  associatedBeats?: Beat[]\n  categories?: Category[]\n  institutions?: Institution[]\n  members?: Member[]\n  merchantBudgets?: MerchantBudget[]\n  taggings?: Tagging[]\n  tags?: Tag[]\n  transactionRules?: TransactionRule[]\n  transactions?: Transaction[]\n  userFeatures?: UserFeature[]\n}\n\ntype OnStoreUpdate = (update: ObservedUpdate) => void\ntype ObservedUpdate = {\n  transactions: Transaction[]\n}\nexport class GlobalStore {\n  // Global properties\n  appConfig: AppConfig = DefaultAppConfig\n  endpoint: string = '/'\n  sessionToken: string = ''\n  onCaptureException?: GlobalCaptureException\n  onError?: GlobalErrorHandler\n  onStoreUpdate?: OnStoreUpdate\n\n  // Data Stores\n  accountStore: AccountStore\n  appDataStore: AppDataStore\n  analyticsStore: AnalyticsStore\n  beatStore: BeatStore\n  budgetsStore: BudgetsStore\n  cashflowStore: CashflowStore\n  categoryStore: CategoryStore\n  connectStore: ConnectStore\n  copyStore: GlobalCopyStore\n  debtsStore: DebtsStore\n  finstrongStore: FinstrongStore\n  goalStore: GoalStore\n  helpStore: HelpStore\n  holdingStore: HoldingStore\n  merchantStore: MerchantStore\n  netWorthStore: NetWorthStore\n  notificationStore: NotificationStore\n  recurringTransactionsStore: RecurringTransactionsStore\n  settingsStore: SettingsStore\n  transactionStore: TransactionStore\n  trendsStore: TrendsStore\n  userStore: UserStore\n\n  // UI Stores\n  globalUiStore: GlobalUiStore\n  insightsV2Store: InsightsV2Store\n\n  constructor(\n    appConfig: AppConfig = DefaultAppConfig,\n    endpoint: string = '/',\n    onError?: GlobalErrorHandler,\n    onStoreUpdate?: OnStoreUpdate,\n    onCaptureException?: GlobalCaptureException,\n  ) {\n    this.appConfig = appConfig\n    this.endpoint = endpoint\n    this.sessionToken = appConfig.options.session_token ?? ''\n    this.onCaptureException = onCaptureException\n    this.onError = onError\n    this.onStoreUpdate = onStoreUpdate\n\n    this.accountStore = new AccountStore(this)\n    this.appDataStore = new AppDataStore(this)\n    this.analyticsStore = new AnalyticsStore(this)\n    this.beatStore = new BeatStore(this)\n    this.budgetsStore = new BudgetsStore(this)\n    this.cashflowStore = new CashflowStore(this)\n    this.categoryStore = new CategoryStore(this)\n    this.connectStore = new ConnectStore(this)\n    this.copyStore = new GlobalCopyStore(this)\n    this.debtsStore = new DebtsStore(this)\n    this.finstrongStore = new FinstrongStore(this)\n    this.goalStore = new GoalStore(this)\n    this.helpStore = new HelpStore(this)\n    this.holdingStore = new HoldingStore(this)\n    this.merchantStore = new MerchantStore(this)\n    this.netWorthStore = new NetWorthStore(this)\n    this.notificationStore = new NotificationStore(this)\n    this.recurringTransactionsStore = new RecurringTransactionsStore(this)\n    this.settingsStore = new SettingsStore(this)\n    this.transactionStore = new TransactionStore(this)\n    this.trendsStore = new TrendsStore(this)\n    this.userStore = new UserStore(this)\n\n    this.globalUiStore = new GlobalUiStore(this)\n    this.insightsV2Store = new InsightsV2Store(this)\n\n    makeAutoObservable(this)\n\n    // detects a change based on an observed value\n    autorun(() => {\n      // destructure or assign new variables to observe changes to them\n      // in this case we are observing changes to `transactions`\n      const { transactions } = this.transactionStore\n      this.emitUpdate({\n        transactions,\n      })\n    })\n  }\n\n  get isInitialized() {\n    return this.globalUiStore.isInitialized\n  }\n\n  captureException = (error: unknown, context?: Record<string, string>) => {\n    if (this.onCaptureException) {\n      this.onCaptureException(error, context)\n      return\n    }\n    console.error('Unreported error:', error, context)\n  }\n\n  // emits change triggered in the autorun\n  emitUpdate = (change: ObservedUpdate) => {\n    this.onStoreUpdate?.(change)\n  }\n\n  loadConfigData = async () => {\n    await Promise.all([\n      // Load copy, config and user data\n      this.copyStore.loadCopy(),\n      this.appDataStore.loadAppData(),\n      this.accountStore.refreshMembers(),\n      this.userStore.loadUserFeatures(),\n    ])\n  }\n\n  loadData = async ({\n    accounts,\n    appData,\n    associatedBeats,\n    categories,\n    institutions,\n    transactionRules,\n    transactions,\n    userFeatures,\n    merchantBudgets,\n  }: LoadDataProps = {}) => {\n    if (!appData || !userFeatures) {\n      await this.loadConfigData()\n    }\n\n    // Keep for backwards compatibility for Insights\n    if (appData) {\n      this.appDataStore.setAppData(appData)\n    }\n\n    if (userFeatures) {\n      this.userStore.setUserFeatures(userFeatures)\n    }\n\n    if (accounts) {\n      await this.accountStore.loadMembers()\n      if (institutions) {\n        this.accountStore.setInstitutions(institutions)\n      }\n      this.accountStore.setAccounts(accounts)\n    }\n\n    if (associatedBeats) {\n      this.transactionStore.setAssociatedBeats(associatedBeats)\n    }\n\n    if (categories) {\n      this.categoryStore.setCategories(categories)\n    }\n\n    if (transactions) {\n      this.transactionStore.setTransactions(transactions)\n    }\n\n    if (transactionRules) {\n      this.transactionStore.setTransactionRules(transactionRules)\n    }\n\n    if (merchantBudgets) {\n      this.budgetsStore.setMerchantBudgets(merchantBudgets)\n    }\n  }\n}\n"],"mappings":";;;;;;;;;;;;;;;;;;;;;;;;;;AAoEA,IAAa,KAAb,MAAyB;AAAA,EAEvB,YAAuB;AAAA,EACvB,WAAmB;AAAA,EACnB,eAAuB;AAAA,EACvB;AAAA,EACA;AAAA,EACA;AAAA,EAGA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EAGA;AAAA,EACA;AAAA,EAEA,YACE,IAAuB,GACvB,IAAmB,KACnB,GACA,GACA,GACA;AACA,SAAK,YAAY,GACjB,KAAK,WAAW,GAChB,KAAK,eAAe,EAAU,QAAQ,iBAAiB,IACvD,KAAK,qBAAqB,GAC1B,KAAK,UAAU,GACf,KAAK,gBAAgB,GAErB,KAAK,eAAe,IAAI,EAAa,IAAI,GACzC,KAAK,eAAe,IAAI,EAAa,IAAI,GACzC,KAAK,iBAAiB,IAAI,EAAe,IAAI,GAC7C,KAAK,YAAY,IAAI,EAAU,IAAI,GACnC,KAAK,eAAe,IAAI,EAAa,IAAI,GACzC,KAAK,gBAAgB,IAAI,EAAc,IAAI,GAC3C,KAAK,gBAAgB,IAAI,EAAc,IAAI,GAC3C,KAAK,eAAe,IAAI,EAAa,IAAI,GACzC,KAAK,YAAY,IAAI,EAAgB,IAAI,GACzC,KAAK,aAAa,IAAI,EAAW,IAAI,GACrC,KAAK,iBAAiB,IAAI,EAAe,IAAI,GAC7C,KAAK,YAAY,IAAI,EAAU,IAAI,GACnC,KAAK,YAAY,IAAI,EAAU,IAAI,GACnC,KAAK,eAAe,IAAI,EAAa,IAAI,GACzC,KAAK,gBAAgB,IAAI,EAAc,IAAI,GAC3C,KAAK,gBAAgB,IAAI,EAAc,IAAI,GAC3C,KAAK,oBAAoB,IAAI,EAAkB,IAAI,GACnD,KAAK,6BAA6B,IAAI,EAA2B,IAAI,GACrE,KAAK,gBAAgB,IAAI,EAAc,IAAI,GAC3C,KAAK,mBAAmB,IAAI,EAAiB,IAAI,GACjD,KAAK,cAAc,IAAI,EAAY,IAAI,GACvC,KAAK,YAAY,IAAI,EAAU,IAAI,GAEnC,KAAK,gBAAgB,IAAI,EAAc,IAAI,GAC3C,KAAK,kBAAkB,IAAI,EAAgB,IAAI,GAE/C,EAAmB,IAAI,GAGvB,EAAA,MAAc;AAGZ,YAAM,EAAE,cAAA,EAAA,IAAiB,KAAK;AAC9B,WAAK,WAAW,EACd,cAAA,EACF,CAAC;AAAA,IACH,CAAC;AAAA,EACH;AAAA,EAEA,IAAI,gBAAgB;AAClB,WAAO,KAAK,cAAc;AAAA,EAC5B;AAAA,EAEA,mBAAA,CAAoB,GAAgB,MAAqC;AACvE,QAAI,KAAK,oBAAoB;AAC3B,WAAK,mBAAmB,GAAO,CAAO;AACtC;AAAA,IACF;AACA,YAAQ,MAAM,qBAAqB,GAAO,CAAO;AAAA,EACnD;AAAA,EAGA,aAAA,CAAc,MAA2B;AACvC,SAAK,gBAAgB,CAAM;AAAA,EAC7B;AAAA,EAEA,iBAAiB,YAAY;AAC3B,UAAM,QAAQ,IAAI;AAAA,MAEhB,KAAK,UAAU,SAAS;AAAA,MACxB,KAAK,aAAa,YAAY;AAAA,MAC9B,KAAK,aAAa,eAAe;AAAA,MACjC,KAAK,UAAU,iBAAiB;AAAA,IAClC,CAAC;AAAA,EACH;AAAA,EAEA,WAAW,OAAO,EAChB,UAAA,GACA,SAAA,GACA,iBAAA,GACA,YAAA,GACA,cAAA,GACA,kBAAA,GACA,cAAA,GACA,cAAA,GACA,iBAAA,EAAA,IACiB,CAAC,MAAM;AACxB,KAAI,CAAC,KAAW,CAAC,MACf,MAAM,KAAK,eAAe,GAIxB,KACF,KAAK,aAAa,WAAW,CAAO,GAGlC,KACF,KAAK,UAAU,gBAAgB,CAAY,GAGzC,MACF,MAAM,KAAK,aAAa,YAAY,GAChC,KACF,KAAK,aAAa,gBAAgB,CAAY,GAEhD,KAAK,aAAa,YAAY,CAAQ,IAGpC,KACF,KAAK,iBAAiB,mBAAmB,CAAe,GAGtD,KACF,KAAK,cAAc,cAAc,CAAU,GAGzC,KACF,KAAK,iBAAiB,gBAAgB,CAAY,GAGhD,KACF,KAAK,iBAAiB,oBAAoB,CAAgB,GAGxD,KACF,KAAK,aAAa,mBAAmB,CAAe;AAAA,EAExD;AACF"}
+{"version":3,"file":"GlobalStore.es.js","names":[],"sources":["../../../src/core/stores/GlobalStore.ts"],"sourcesContent":["import { autorun, makeAutoObservable } from 'mobx'\n\nimport { DefaultAppConfig } from '../constants/DefaultConfig'\n\nimport {\n  AccountStore,\n  AnalyticsStore,\n  AppDataStore,\n  BeatStore,\n  BudgetsStore,\n  CashflowStore,\n  CategoryStore,\n  ConnectStore,\n  DebtsStore,\n  FinstrongStore,\n  GlobalCopyStore,\n  GlobalUiStore,\n  GoalStore,\n  HelpStore,\n  HoldingStore,\n  InsightsV2Store,\n  MerchantStore,\n  NetWorthStore,\n  NotificationStore,\n  RecurringTransactionsStore,\n  SettingsStore,\n  TransactionStore,\n  TrendsStore,\n  UserStore,\n} from '../stores'\n\nimport type {\n  Account,\n  Category,\n  Institution,\n  Member,\n  AppConfig,\n  AppData,\n  Beat,\n  GlobalCaptureException,\n  GlobalErrorHandler,\n  MerchantBudget,\n  Tag,\n  Tagging,\n  Transaction,\n  TransactionRule,\n  UserFeature,\n} from '../types'\n\ninterface LoadDataProps {\n  accounts?: Account[]\n  appData?: AppData\n  associatedBeats?: Beat[]\n  categories?: Category[]\n  institutions?: Institution[]\n  members?: Member[]\n  merchantBudgets?: MerchantBudget[]\n  taggings?: Tagging[]\n  tags?: Tag[]\n  transactionRules?: TransactionRule[]\n  transactions?: Transaction[]\n  userFeatures?: UserFeature[]\n}\n\ntype OnStoreUpdate = (update: ObservedUpdate) => void\nexport type ObservedUpdate = {\n  transactions?: Transaction[]\n  /**\n   * Guid of a beat whose data went stale because of an action taken inside experiences\n   * (e.g. an insight CTA that mutated data). Hosts refetch that beat's sampled data.\n   * Emitted only from explicit actions, never from the transactions autorun.\n   */\n  staleBeatGuid?: string\n}\nexport class GlobalStore {\n  // Global properties\n  appConfig: AppConfig = DefaultAppConfig\n  endpoint: string = '/'\n  sessionToken: string = ''\n  onCaptureException?: GlobalCaptureException\n  onError?: GlobalErrorHandler\n  onStoreUpdate?: OnStoreUpdate\n\n  // Data Stores\n  accountStore: AccountStore\n  appDataStore: AppDataStore\n  analyticsStore: AnalyticsStore\n  beatStore: BeatStore\n  budgetsStore: BudgetsStore\n  cashflowStore: CashflowStore\n  categoryStore: CategoryStore\n  connectStore: ConnectStore\n  copyStore: GlobalCopyStore\n  debtsStore: DebtsStore\n  finstrongStore: FinstrongStore\n  goalStore: GoalStore\n  helpStore: HelpStore\n  holdingStore: HoldingStore\n  merchantStore: MerchantStore\n  netWorthStore: NetWorthStore\n  notificationStore: NotificationStore\n  recurringTransactionsStore: RecurringTransactionsStore\n  settingsStore: SettingsStore\n  transactionStore: TransactionStore\n  trendsStore: TrendsStore\n  userStore: UserStore\n\n  // UI Stores\n  globalUiStore: GlobalUiStore\n  insightsV2Store: InsightsV2Store\n\n  constructor(\n    appConfig: AppConfig = DefaultAppConfig,\n    endpoint: string = '/',\n    onError?: GlobalErrorHandler,\n    onStoreUpdate?: OnStoreUpdate,\n    onCaptureException?: GlobalCaptureException,\n  ) {\n    this.appConfig = appConfig\n    this.endpoint = endpoint\n    this.sessionToken = appConfig.options.session_token ?? ''\n    this.onCaptureException = onCaptureException\n    this.onError = onError\n    this.onStoreUpdate = onStoreUpdate\n\n    this.accountStore = new AccountStore(this)\n    this.appDataStore = new AppDataStore(this)\n    this.analyticsStore = new AnalyticsStore(this)\n    this.beatStore = new BeatStore(this)\n    this.budgetsStore = new BudgetsStore(this)\n    this.cashflowStore = new CashflowStore(this)\n    this.categoryStore = new CategoryStore(this)\n    this.connectStore = new ConnectStore(this)\n    this.copyStore = new GlobalCopyStore(this)\n    this.debtsStore = new DebtsStore(this)\n    this.finstrongStore = new FinstrongStore(this)\n    this.goalStore = new GoalStore(this)\n    this.helpStore = new HelpStore(this)\n    this.holdingStore = new HoldingStore(this)\n    this.merchantStore = new MerchantStore(this)\n    this.netWorthStore = new NetWorthStore(this)\n    this.notificationStore = new NotificationStore(this)\n    this.recurringTransactionsStore = new RecurringTransactionsStore(this)\n    this.settingsStore = new SettingsStore(this)\n    this.transactionStore = new TransactionStore(this)\n    this.trendsStore = new TrendsStore(this)\n    this.userStore = new UserStore(this)\n\n    this.globalUiStore = new GlobalUiStore(this)\n    this.insightsV2Store = new InsightsV2Store(this)\n\n    makeAutoObservable(this)\n\n    // detects a change based on an observed value\n    autorun(() => {\n      // destructure or assign new variables to observe changes to them\n      // in this case we are observing changes to `transactions`\n      const { transactions } = this.transactionStore\n      this.emitUpdate({\n        transactions,\n      })\n    })\n  }\n\n  get isInitialized() {\n    return this.globalUiStore.isInitialized\n  }\n\n  captureException = (error: unknown, context?: Record<string, string>) => {\n    if (this.onCaptureException) {\n      this.onCaptureException(error, context)\n      return\n    }\n    console.error('Unreported error:', error, context)\n  }\n\n  // emits change triggered in the autorun\n  emitUpdate = (change: ObservedUpdate) => {\n    this.onStoreUpdate?.(change)\n  }\n\n  loadConfigData = async () => {\n    await Promise.all([\n      // Load copy, config and user data\n      this.copyStore.loadCopy(),\n      this.appDataStore.loadAppData(),\n      this.accountStore.refreshMembers(),\n      this.userStore.loadUserFeatures(),\n    ])\n  }\n\n  loadData = async ({\n    accounts,\n    appData,\n    associatedBeats,\n    categories,\n    institutions,\n    transactionRules,\n    transactions,\n    userFeatures,\n    merchantBudgets,\n  }: LoadDataProps = {}) => {\n    if (!appData || !userFeatures) {\n      await this.loadConfigData()\n    }\n\n    // Keep for backwards compatibility for Insights\n    if (appData) {\n      this.appDataStore.setAppData(appData)\n    }\n\n    if (userFeatures) {\n      this.userStore.setUserFeatures(userFeatures)\n    }\n\n    if (accounts) {\n      await this.accountStore.loadMembers()\n      if (institutions) {\n        this.accountStore.setInstitutions(institutions)\n      }\n      this.accountStore.setAccounts(accounts)\n    }\n\n    if (associatedBeats) {\n      this.transactionStore.setAssociatedBeats(associatedBeats)\n    }\n\n    if (categories) {\n      this.categoryStore.setCategories(categories)\n    }\n\n    if (transactions) {\n      this.transactionStore.setTransactions(transactions)\n    }\n\n    if (transactionRules) {\n      this.transactionStore.setTransactionRules(transactionRules)\n    }\n\n    if (merchantBudgets) {\n      this.budgetsStore.setMerchantBudgets(merchantBudgets)\n    }\n  }\n}\n"],"mappings":";;;;;;;;;;;;;;;;;;;;;;;;;;AA0EA,IAAa,KAAb,MAAyB;AAAA,EAEvB,YAAuB;AAAA,EACvB,WAAmB;AAAA,EACnB,eAAuB;AAAA,EACvB;AAAA,EACA;AAAA,EACA;AAAA,EAGA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EACA;AAAA,EAGA;AAAA,EACA;AAAA,EAEA,YACE,IAAuB,GACvB,IAAmB,KACnB,GACA,GACA,GACA;AACA,SAAK,YAAY,GACjB,KAAK,WAAW,GAChB,KAAK,eAAe,EAAU,QAAQ,iBAAiB,IACvD,KAAK,qBAAqB,GAC1B,KAAK,UAAU,GACf,KAAK,gBAAgB,GAErB,KAAK,eAAe,IAAI,EAAa,IAAI,GACzC,KAAK,eAAe,IAAI,EAAa,IAAI,GACzC,KAAK,iBAAiB,IAAI,EAAe,IAAI,GAC7C,KAAK,YAAY,IAAI,EAAU,IAAI,GACnC,KAAK,eAAe,IAAI,EAAa,IAAI,GACzC,KAAK,gBAAgB,IAAI,EAAc,IAAI,GAC3C,KAAK,gBAAgB,IAAI,EAAc,IAAI,GAC3C,KAAK,eAAe,IAAI,EAAa,IAAI,GACzC,KAAK,YAAY,IAAI,EAAgB,IAAI,GACzC,KAAK,aAAa,IAAI,EAAW,IAAI,GACrC,KAAK,iBAAiB,IAAI,EAAe,IAAI,GAC7C,KAAK,YAAY,IAAI,EAAU,IAAI,GACnC,KAAK,YAAY,IAAI,EAAU,IAAI,GACnC,KAAK,eAAe,IAAI,EAAa,IAAI,GACzC,KAAK,gBAAgB,IAAI,EAAc,IAAI,GAC3C,KAAK,gBAAgB,IAAI,EAAc,IAAI,GAC3C,KAAK,oBAAoB,IAAI,EAAkB,IAAI,GACnD,KAAK,6BAA6B,IAAI,EAA2B,IAAI,GACrE,KAAK,gBAAgB,IAAI,EAAc,IAAI,GAC3C,KAAK,mBAAmB,IAAI,EAAiB,IAAI,GACjD,KAAK,cAAc,IAAI,EAAY,IAAI,GACvC,KAAK,YAAY,IAAI,EAAU,IAAI,GAEnC,KAAK,gBAAgB,IAAI,EAAc,IAAI,GAC3C,KAAK,kBAAkB,IAAI,EAAgB,IAAI,GAE/C,EAAmB,IAAI,GAGvB,EAAA,MAAc;AAGZ,YAAM,EAAE,cAAA,EAAA,IAAiB,KAAK;AAC9B,WAAK,WAAW,EACd,cAAA,EACF,CAAC;AAAA,IACH,CAAC;AAAA,EACH;AAAA,EAEA,IAAI,gBAAgB;AAClB,WAAO,KAAK,cAAc;AAAA,EAC5B;AAAA,EAEA,mBAAA,CAAoB,GAAgB,MAAqC;AACvE,QAAI,KAAK,oBAAoB;AAC3B,WAAK,mBAAmB,GAAO,CAAO;AACtC;AAAA,IACF;AACA,YAAQ,MAAM,qBAAqB,GAAO,CAAO;AAAA,EACnD;AAAA,EAGA,aAAA,CAAc,MAA2B;AACvC,SAAK,gBAAgB,CAAM;AAAA,EAC7B;AAAA,EAEA,iBAAiB,YAAY;AAC3B,UAAM,QAAQ,IAAI;AAAA,MAEhB,KAAK,UAAU,SAAS;AAAA,MACxB,KAAK,aAAa,YAAY;AAAA,MAC9B,KAAK,aAAa,eAAe;AAAA,MACjC,KAAK,UAAU,iBAAiB;AAAA,IAClC,CAAC;AAAA,EACH;AAAA,EAEA,WAAW,OAAO,EAChB,UAAA,GACA,SAAA,GACA,iBAAA,GACA,YAAA,GACA,cAAA,GACA,kBAAA,GACA,cAAA,GACA,cAAA,GACA,iBAAA,EAAA,IACiB,CAAC,MAAM;AACxB,KAAI,CAAC,KAAW,CAAC,MACf,MAAM,KAAK,eAAe,GAIxB,KACF,KAAK,aAAa,WAAW,CAAO,GAGlC,KACF,KAAK,UAAU,gBAAgB,CAAY,GAGzC,MACF,MAAM,KAAK,aAAa,YAAY,GAChC,KACF,KAAK,aAAa,gBAAgB,CAAY,GAEhD,KAAK,aAAa,YAAY,CAAQ,IAGpC,KACF,KAAK,iBAAiB,mBAAmB,CAAe,GAGtD,KACF,KAAK,cAAc,cAAc,CAAU,GAGzC,KACF,KAAK,iBAAiB,gBAAgB,CAAY,GAGhD,KACF,KAAK,iBAAiB,oBAAoB,CAAgB,GAGxD,KACF,KAAK,aAAa,mBAAmB,CAAe;AAAA,EAExD;AACF"}

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

@@ -59,6 +59,12 @@ export interface Beat {
     institutionGuid?: string | null;
     institutionName?: string | null;
     insights_payload?: InsightsPayload;
+    /**
+     * Written by firefly, never by a template: true when the insight's Insights 2.0 flag is on (or
+     * the envelope is present). It gates which renderer draws the beat — see `resolveInsightRender`.
+     * Absent on an older firefly or on cortex, which renders the legacy path unchanged.
+     */
+    is_insights_v2?: boolean;
 }
 export interface DataSeries {
     names?: string[];

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

@@ -1 +1 @@
-{"version":3,"file":"Beat.es.js","names":[],"sources":["../../../src/core/types/Beat.ts"],"sourcesContent":["import { Account } from './Account'\nimport { InsightsPayload } from './Insights'\nimport { Transaction } from './Transaction'\n\nexport interface Beat {\n  account_guids: string[] | []\n  active_at?: string | number\n  associated_transaction_guid?: string | null\n  call_to_action?: string | null\n  category_guids?: string[] | []\n  created_at?: string | number\n  cta_clicked_at?: number | null\n  data_series: DataSeries\n  description?: string\n  digest?: string\n  dismissed_at?: number | null\n  displayed_at?: string | null\n  errors?: any\n  guid: string\n  has_been_displayed: boolean\n  html_description?: string\n  html_in_description_cta?: string\n  html_micro_call_to_action?: string\n  html_micro_description?: string\n  html_micro_title?: string\n  html_short_title?: string\n  html_title: string\n  icon_color?: string | null\n  icon_type?: number | null\n  in_description_cta?: string | null\n  is_dismissed: boolean\n  is_obsolete: boolean\n  is_refreshable: boolean\n  is_sampled: boolean\n  merchant_guids: string[] | []\n  metadata?: string | null\n  micro_call_to_action?: string | null\n  micro_description?: string | null\n  micro_title?: string | null\n  payload: any\n  primary_account?: Account\n  primary_account_guid?: string | null\n  primary_category_guid?: string | null\n  primary_goal_guid?: string | null\n  primary_merchant_guid?: string | null\n  primary_scheduled_payment_guid?: string | null\n  primary_transaction?: Transaction\n  primary_transaction_guid?: string | null\n  power_action_completed_at?: string | null\n  power_action_has_been_completed?: boolean\n  scheduled_payment_guids: string[] | []\n  short_title?: string | null\n  supporting_action?: string | null\n  template: string\n  title: string\n  transaction_guids: string[] | []\n  transactions?: Transaction[]\n  user_guid: string\n  user_verification: UserVerification\n\n  // Added for UI: optional institution info for displaying logos\n  institutionGuid?: string | null\n  institutionName?: string | null\n\n  insights_payload?: InsightsPayload\n}\n\nexport interface DataSeries {\n  names?: string[]\n  types?: string[]\n  data?: any[]\n}\n\nexport enum UserVerification {\n  UNKNOWN = 0,\n  CORRECT = 1,\n  INCORRECT = 2,\n}\n"],"mappings":"AAyEA,IAAY,IAAL,0BAAA,GAAA;AACL,SAAA,EAAA,EAAA,UAAA,CAAA,IAAA,WACA,EAAA,EAAA,UAAA,CAAA,IAAA,WACA,EAAA,EAAA,YAAA,CAAA,IAAA;AACF,GAAA,CAAA,CAAA"}
+{"version":3,"file":"Beat.es.js","names":[],"sources":["../../../src/core/types/Beat.ts"],"sourcesContent":["import { Account } from './Account'\nimport { InsightsPayload } from './Insights'\nimport { Transaction } from './Transaction'\n\nexport interface Beat {\n  account_guids: string[] | []\n  active_at?: string | number\n  associated_transaction_guid?: string | null\n  call_to_action?: string | null\n  category_guids?: string[] | []\n  created_at?: string | number\n  cta_clicked_at?: number | null\n  data_series: DataSeries\n  description?: string\n  digest?: string\n  dismissed_at?: number | null\n  displayed_at?: string | null\n  errors?: any\n  guid: string\n  has_been_displayed: boolean\n  html_description?: string\n  html_in_description_cta?: string\n  html_micro_call_to_action?: string\n  html_micro_description?: string\n  html_micro_title?: string\n  html_short_title?: string\n  html_title: string\n  icon_color?: string | null\n  icon_type?: number | null\n  in_description_cta?: string | null\n  is_dismissed: boolean\n  is_obsolete: boolean\n  is_refreshable: boolean\n  is_sampled: boolean\n  merchant_guids: string[] | []\n  metadata?: string | null\n  micro_call_to_action?: string | null\n  micro_description?: string | null\n  micro_title?: string | null\n  payload: any\n  primary_account?: Account\n  primary_account_guid?: string | null\n  primary_category_guid?: string | null\n  primary_goal_guid?: string | null\n  primary_merchant_guid?: string | null\n  primary_scheduled_payment_guid?: string | null\n  primary_transaction?: Transaction\n  primary_transaction_guid?: string | null\n  power_action_completed_at?: string | null\n  power_action_has_been_completed?: boolean\n  scheduled_payment_guids: string[] | []\n  short_title?: string | null\n  supporting_action?: string | null\n  template: string\n  title: string\n  transaction_guids: string[] | []\n  transactions?: Transaction[]\n  user_guid: string\n  user_verification: UserVerification\n\n  // Added for UI: optional institution info for displaying logos\n  institutionGuid?: string | null\n  institutionName?: string | null\n\n  insights_payload?: InsightsPayload\n  /**\n   * Written by firefly, never by a template: true when the insight's Insights 2.0 flag is on (or\n   * the envelope is present). It gates which renderer draws the beat — see `resolveInsightRender`.\n   * Absent on an older firefly or on cortex, which renders the legacy path unchanged.\n   */\n  is_insights_v2?: boolean\n}\n\nexport interface DataSeries {\n  names?: string[]\n  types?: string[]\n  data?: any[]\n}\n\nexport enum UserVerification {\n  UNKNOWN = 0,\n  CORRECT = 1,\n  INCORRECT = 2,\n}\n"],"mappings":"AA+EA,IAAY,IAAL,0BAAA,GAAA;AACL,SAAA,EAAA,EAAA,UAAA,CAAA,IAAA,WACA,EAAA,EAAA,UAAA,CAAA,IAAA,WACA,EAAA,EAAA,YAAA,CAAA,IAAA;AACF,GAAA,CAAA,CAAA"}

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

@@ -15,20 +15,86 @@ export interface DrilldownPayload {
     transaction_guid?: string;
     block?: string;
 }
+/**
+ * Which envelope a beat was fetched with. `embedded` (the transaction-row pill + details-drawer
+ * card) and `notification` are V2 additions; a surface asks for one with `widget_type=` on the fetch.
+ */
+export type WidgetType = 'full' | 'mini' | 'micro' | 'embedded' | 'notification';
+/**
+ * V2: the transaction-row tag, its own small section of the `embedded` envelope (the same grammar
+ * as `description` / `footer`, with room for a tone or an icon later). Omitted for an insight that
+ * tags no transaction row. It deliberately is *not* `short_title`, which stays a per-variant
+ * attribute with a second consumer (the bank-holiday sub-header).
+ */
+export interface Pill {
+    text: string;
+}
+/**
+ * V2: facts a drilldown shows that the card does not (e.g. the account number for the Transaction
+ * Details drawer). A flat hash shared by every CTA of the card, omitted when the insight has none.
+ * Never carries copy or user actions (memo, tags, hide, flag come from the transaction store).
+ */
+export type DrilldownData = Record<string, string | number | boolean | null>;
 export interface InsightsPayload {
-    widget_type: 'full' | 'mini' | 'micro';
+    widget_type: WidgetType;
     instance_slot: InstanceSlot;
-    instance_slot_data: InsightsInstanceSlotData;
+    /**
+     * V1 only. The v2 contract carries everything a block needs on `instance_slot.data_series` rows,
+     * and omits this key entirely (see the LargeTransactionV2 payload). Blocks that still require it
+     * get it as a required field through `BlockProps`, which re-declares it.
+     */
+    instance_slot_data?: InsightsInstanceSlotData;
     description: Description;
     primary_cta?: PrimaryCTA;
     secondary_cta?: SecondaryCTA;
     title?: string;
     sub_title?: Subtitle;
+    /**
+     * V2 rename of `sub_title`: a flat string, with the logo promoted to the payload-level `logo`
+     * field below. `sub_title` wins when both are present.
+     */
+    subtitle?: string;
+    /** V2: header logo paired with the flat `subtitle`: an entity guid or a status icon (`LogoRef`). */
+    logo?: LogoRef;
+    /** V2: which design branch the backend picked (e.g. `no_merchant`). */
+    variant?: string;
+    /** V2, `embedded` envelope only: the transaction-row pill. */
+    pill?: Pill;
+    /** V2: drilldown-only facts, e.g. `{ account_number: 'XXXXXXXX043' }`. */
+    drilldown_data?: DrilldownData;
     footer?: Footer;
     guid: string;
     user_guid: string;
+    client_guid?: string;
+    /** Template name, e.g. `LargeTransactionV2`. */
+    template?: string;
+    revision?: number;
+    /** Unix seconds. */
+    created_at?: number;
+    /** Unix seconds. */
+    updated_at?: number;
+    /** Unix seconds. */
+    active_at?: number;
+    displayed_at?: number | null;
     dismissed_at: number | null;
+    cta_clicked_at?: number | null;
+    has_been_displayed?: boolean;
     is_dismissed: boolean;
+    is_deleted?: boolean;
+    is_hidden_by_system?: boolean;
+    is_obsolete?: boolean;
+    is_refreshable?: boolean;
+    is_sampled?: boolean;
+    is_zero_state?: boolean;
+    status?: string | null;
+    /**
+     * V2 (LargeTransactionV2 onward): the entities the beat is about, carried on the payload so
+     * action blocks do not have to reach back out to the beat envelope.
+     */
+    primary_account_guid?: string | null;
+    primary_transaction_guid?: string | null;
+    primary_category_guid?: string | null;
+    primary_merchant_guid?: string | null;
 }
 export interface Legends {
     label: string;
@@ -51,6 +117,28 @@ export interface Subtitle {
     logo?: Logo;
     text: string;
 }
+/**
+ * A V2 logo, shared by the header (`InsightsPayload.logo`) and every instance-slot row. It takes
+ * one of two shapes:
+ *
+ * - **Entity**: `guid`, whose prefix (`INS-` / `MCH-` / `CAT-`) picks the logo component, plus an
+ *   optional `fallback_guid` for when that component's asset cannot load. Today that is the
+ *   category behind an `MCH-` guid, which `MerchantLogo` shows as a tile when the merchant image
+ *   is missing.
+ * - **Status icon**: `icon` (an mx-icons name, e.g. `warning`) and `color` (a theme palette path,
+ *   e.g. `error.main`), for subheaders that show a state rather than an entity (V1's
+ *   `logo_name` / `logo_color`).
+ *
+ * `alt` is the accessible name for either shape. A logo sends one shape; if it sends both, `icon`
+ * wins, as `logo_name` does in V1's `SubHeader`.
+ */
+export interface LogoRef {
+    alt?: string;
+    color?: string;
+    fallback_guid?: string;
+    guid?: string;
+    icon?: string;
+}
 export interface CategoryLogo {
     category_guid: string;
     category_name: string;
@@ -78,15 +166,26 @@ export interface SecondaryCTA {
     variant?: string | null;
 }
 export interface Footer {
-    date: string;
-    account: string;
+    /** V1: a pre-formatted date string. */
+    date?: string;
+    /**
+     * The account label, on both V1 and V2. The backend resolves the plurality: one account sends
+     * its name (e.g. `Epic Bank`), several send a localized count (e.g. `2 Accounts`), none sends
+     * nothing. There is deliberately no separate `accounts` key — see tupac's `footer_account_label`.
+     */
+    account?: string;
+    /**
+     * V2 (LargeTransactionV2 onward): unix seconds, formatted by `Footer` for display.
+     * Replaces `date`; `date` wins when a beat somehow sends both.
+     */
+    timestamp?: number;
 }
 export declare const BlockType: {
     readonly AccountBlock: "account_block";
     readonly BarChartBlock: "bar_chart_block";
     readonly BudgetBlock: "budget_block";
-    readonly CategoryTransactionsBlock: "category_transactions_block";
     readonly ImageBlock: "image_block";
+    readonly TransactionBlock: "transaction_block";
     readonly DonutChartBlock: "donut_chart_block";
     readonly DoubleBarChartBlock: "double_bar_chart_block";
     readonly DoubleProgressBarBlock: "double_progress_bar_block";
@@ -94,7 +193,30 @@ export declare const BlockType: {
     readonly SVGImageBlock: "svg_image_block";
 };
 export type BlockType = (typeof BlockType)[keyof typeof BlockType];
+/**
+ * A pre-localized row on a V2 instance slot. The backend resolves the copy and formatting; the
+ * logo is a `LogoRef` (an entity guid or a status icon, see `logoFromRef`).
+ */
+export interface InstanceSlotRow {
+    amount?: number;
+    logo?: LogoRef;
+    primary_text?: string;
+    secondary_text?: string;
+}
 export interface InstanceSlot {
     block: BlockType;
     variant: string | null;
+    /**
+     * V2: the slot's pre-localized header, sent by tupac's `instance_slot_with_text` /
+     * `instance_slot_with_header` envelopes (e.g. `"July 26"`, the transaction date).
+     *
+     * This is *not* a row field: under `with_header` a row's `secondary_text` is the category, so
+     * the header has to come from here. Absent on the `logos_only` envelopes (micro/notification).
+     */
+    header_text?: string;
+    /**
+     * V2 (LargeTransactionV2 onward): rows carried inline on the slot. V1 blocks read their data
+     * from `InsightsPayload.instance_slot_data` instead and leave this absent.
+     */
+    data_series?: InstanceSlotRow[];
 }

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

@@ -1,6 +1,5 @@
 import { DataSeries, Legends } from '../../core';
-import { Transaction } from './Transaction';
-export interface InsightsInstanceSlotData extends Partial<BarChartBlockData>, Partial<BudgetBlockData>, Partial<DonutChartBlockData>, Partial<DoubleProgressBarBlockData>, Partial<ImageBlockData>, Partial<AccountBlockData>, Partial<SaveExtraBlockData>, Partial<StepChartBlockData>, Partial<SVGImageBlockData>, Partial<CategoryTransactionsBlockData>, Partial<AccountSwitchBlockData>, Partial<TransactionDetailsBlockData>, Partial<CommonProps> {
+export interface InsightsInstanceSlotData extends Partial<BarChartBlockData>, Partial<BudgetBlockData>, Partial<DonutChartBlockData>, Partial<DoubleProgressBarBlockData>, Partial<ImageBlockData>, Partial<AccountBlockData>, Partial<SaveExtraBlockData>, Partial<StepChartBlockData>, Partial<SVGImageBlockData>, Partial<AccountSwitchBlockData>, Partial<TransactionDetailsBlockData>, Partial<CommonProps> {
 }
 interface CommonProps {
     amount?: number;
@@ -120,18 +119,7 @@ export interface BudgetBlockData {
 export interface SVGImageBlockData {
     isCIBC?: boolean;
 }
-export type InsightTransaction = Pick<Transaction, 'amount'> & Partial<Pick<Transaction, 'category_guid' | 'date' | 'description' | 'merchant_guid'>> & {
-    merchant_name?: string;
-};
-export interface CategoryTransactionsBlockData {
-    primary_transaction?: InsightTransaction;
-}
 export interface TransactionDetailsBlockData {
-    /**
-     * Explicit subject of the details drawer. Optional: the block falls back to
-     * `beat.primary_transaction_guid`, then `beat.transaction_guids[0]`.
-     */
-    transaction_guid?: string;
     /** `TopActions` member names, e.g. `['Category', 'Date', 'Memo']`. Omit for the defaults. */
     top_actions?: string[];
     /** `BottomActions` member names, e.g. `['MerchantBudget', 'HideTransaction']`. Omit for defaults. */

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

@@ -1 +1 @@
-{"version":3,"file":"InsightsInstanceSlotData.es.js","names":[],"sources":["../../../src/core/types/InsightsInstanceSlotData.ts"],"sourcesContent":["import type { DataSeries, Legends } from '../../core'\nimport type { Transaction } from './Transaction'\n\nexport interface InsightsInstanceSlotData\n  extends\n    Partial<BarChartBlockData>,\n    Partial<BudgetBlockData>,\n    Partial<DonutChartBlockData>,\n    Partial<DoubleProgressBarBlockData>,\n    Partial<ImageBlockData>,\n    Partial<AccountBlockData>,\n    Partial<SaveExtraBlockData>,\n    Partial<StepChartBlockData>,\n    Partial<SVGImageBlockData>,\n    Partial<CategoryTransactionsBlockData>,\n    Partial<AccountSwitchBlockData>,\n    Partial<TransactionDetailsBlockData>,\n    Partial<CommonProps> {}\n\n//when any of the type is used more than one times, we can use the common props\ninterface CommonProps {\n  amount?: number\n  date?: string\n  legends?: Legends[]\n  category_guid?: string\n  data_series?: DataSeries | DataSet[]\n  transaction_guids?: string[]\n  account_guids?: string[]\n  primary_transaction_guid?: string\n}\n\n//BarChart Block\nexport interface BarChartBlockData {\n  average_amount?: number\n  ariaLabel?: string\n}\n\n//DonutChart Block\ninterface Main {\n  value: string\n  value_type: string\n  label: string\n}\nexport interface DonutChartBlockData {\n  main: Main\n}\n\n//DoubleBarChart Block\n// TODO : This has to be revisited again to update the below types based on API response once we have the final shape of the data_series for double bar chart from BE\nexport interface LegendProps extends Legends {\n  amount: number\n  formattedAmount: string\n  label: string\n  color?: string\n}\n\nexport interface DataSet extends DataSeries {\n  ariaLabelComparison: string\n  ariaLabelMain: string\n  comparison: number\n  formattedComparison: string\n  formattedMain: string\n  label: string\n  main: number\n}\n\n//DoubleProgressBar Block\n\ninterface DoubleProgressBarProps {\n  label: string\n  value: number\n}\nexport interface DoubleProgressBarBlockData {\n  doubleProgressBar: {\n    previous: DoubleProgressBarProps\n    latest: DoubleProgressBarProps\n  }\n}\n\n//Image Block\nexport interface ImageBlockData {\n  image: string\n}\n\n//Account Block\nexport interface AccountBlockData {\n  sub_text: string\n  institution_guid?: string\n  institution_name?: string\n  icon_name?: string\n  /** Header bar text (standard card), or the colored category strip label (deposit cards). */\n  header_text?: string\n  // Deposit variants (Unified Deposit, Unified Deposit Emergency Fund, Savings Account Deposit)\n  /** Merchant guid — renders a real merchant logo in the deposit card when present. */\n  merchant_guid?: string\n  /** Merchant display name — logo alt text and the payer line under the amount. */\n  merchant_name?: string\n  /** Secondary label beside the amount, e.g. `On {date}, you saved` or `Balance as of MM/DD/YY`. */\n  label?: string\n}\n\nexport interface SaveExtraBlockData {\n  /** Styled segments `[lead-in, amount digits, trailing copy]`, e.g. `['Save an extra', '100', 'to help your funds grow']`. */\n  primary_text?: string[]\n  /** Styled segments `[projected balance, caption]`, e.g. `['$8,313.87', 'After payday & projected expenses']`. */\n  secondary_text?: string[]\n  /** MakeTransfer drilldown: available balance (both variants). */\n  available_balance?: number\n  /** SAVE_ENOUGH_TO_LIVE_ON: average monthly spend. */\n  avg_monthly_spend?: number\n  /** SAVE_ENOUGH_TO_LIVE_ON: how long the balance lasts, overlaid on the timeline SVG (e.g. \"2 months, 11 days\"). */\n  time_period?: string\n  /** SAVE_AN_EXTRA_100: upcoming expenses (the \"Expenses\" figure). */\n  upcoming_expenses?: number\n  /** SAVE_AN_EXTRA_100: total remaining after expenses. */\n  total_remaining?: number\n  /** SAVE_ENOUGH_TO_LIVE_ON: date for the \"Your available balances as of {date}\" line. */\n  date?: string\n}\n\n//AccountSwitch Block\nexport interface AccountSwitchBlockData {\n  discovered_institution_guid: string\n  discovered_institution_name: string\n  held_institution_guid: string\n  held_institution_name: string\n  is_connected: boolean\n}\n\n// StepChart Block\nexport interface StepChartBlockData {\n  completed_steps: number\n  label_1: string\n  label_2?: string\n}\n\n//Budgets Blocks\nexport enum BudgetTierType {\n  LOW_BUDGET_TIER = 'LOW',\n  MEDIUM_BUDGET_TIER = 'MEDIUM',\n  OFF_TRACK_BUDGET_TIER = 'OFF_TRACK',\n}\n\nexport type BudgetTierValue = `${BudgetTierType}`\n\nexport interface BudgetLocalizedPayload {\n  primary_text?: string\n  amount_left_label?: string\n  spent_label?: string\n  budgeted_label?: string\n}\n\nexport interface BudgetBlockData {\n  budget_percent: number\n  budget_tier: BudgetTierValue\n  category_guid?: string\n  merchant_guid?: string\n  spent_amount: number\n  budgeted_amount: number\n  localized_payload: BudgetLocalizedPayload\n}\n\nexport interface SVGImageBlockData {\n  isCIBC?: boolean\n}\n\nexport type InsightTransaction = Pick<Transaction, 'amount'> &\n  Partial<Pick<Transaction, 'category_guid' | 'date' | 'description' | 'merchant_guid'>> & {\n    merchant_name?: string\n  }\n\nexport interface CategoryTransactionsBlockData {\n  primary_transaction?: InsightTransaction\n}\n\n// TransactionDetails Action Block\nexport interface TransactionDetailsBlockData {\n  /**\n   * Explicit subject of the details drawer. Optional: the block falls back to\n   * `beat.primary_transaction_guid`, then `beat.transaction_guids[0]`.\n   */\n  transaction_guid?: string\n  /** `TopActions` member names, e.g. `['Category', 'Date', 'Memo']`. Omit for the defaults. */\n  top_actions?: string[]\n  /** `BottomActions` member names, e.g. `['MerchantBudget', 'HideTransaction']`. Omit for defaults. */\n  bottom_actions?: string[]\n}\n"],"mappings":"AAyIA,IAAY,IAAL,0BAAA,GAAA;AACL,SAAA,EAAA,kBAAA,OACA,EAAA,qBAAA,UACA,EAAA,wBAAA;AACF,GAAA,CAAA,CAAA"}
+{"version":3,"file":"InsightsInstanceSlotData.es.js","names":[],"sources":["../../../src/core/types/InsightsInstanceSlotData.ts"],"sourcesContent":["import type { DataSeries, Legends } from '../../core'\n\nexport interface InsightsInstanceSlotData\n  extends\n    Partial<BarChartBlockData>,\n    Partial<BudgetBlockData>,\n    Partial<DonutChartBlockData>,\n    Partial<DoubleProgressBarBlockData>,\n    Partial<ImageBlockData>,\n    Partial<AccountBlockData>,\n    Partial<SaveExtraBlockData>,\n    Partial<StepChartBlockData>,\n    Partial<SVGImageBlockData>,\n    Partial<AccountSwitchBlockData>,\n    Partial<TransactionDetailsBlockData>,\n    Partial<CommonProps> {}\n\n//when any of the type is used more than one times, we can use the common props\ninterface CommonProps {\n  amount?: number\n  date?: string\n  legends?: Legends[]\n  category_guid?: string\n  data_series?: DataSeries | DataSet[]\n  transaction_guids?: string[]\n  account_guids?: string[]\n  primary_transaction_guid?: string\n}\n\n//BarChart Block\nexport interface BarChartBlockData {\n  average_amount?: number\n  ariaLabel?: string\n}\n\n//DonutChart Block\ninterface Main {\n  value: string\n  value_type: string\n  label: string\n}\nexport interface DonutChartBlockData {\n  main: Main\n}\n\n//DoubleBarChart Block\n// TODO : This has to be revisited again to update the below types based on API response once we have the final shape of the data_series for double bar chart from BE\nexport interface LegendProps extends Legends {\n  amount: number\n  formattedAmount: string\n  label: string\n  color?: string\n}\n\nexport interface DataSet extends DataSeries {\n  ariaLabelComparison: string\n  ariaLabelMain: string\n  comparison: number\n  formattedComparison: string\n  formattedMain: string\n  label: string\n  main: number\n}\n\n//DoubleProgressBar Block\n\ninterface DoubleProgressBarProps {\n  label: string\n  value: number\n}\nexport interface DoubleProgressBarBlockData {\n  doubleProgressBar: {\n    previous: DoubleProgressBarProps\n    latest: DoubleProgressBarProps\n  }\n}\n\n//Image Block\nexport interface ImageBlockData {\n  image: string\n}\n\n//Account Block\nexport interface AccountBlockData {\n  sub_text: string\n  institution_guid?: string\n  institution_name?: string\n  icon_name?: string\n  /** Header bar text (standard card), or the colored category strip label (deposit cards). */\n  header_text?: string\n  // Deposit variants (Unified Deposit, Unified Deposit Emergency Fund, Savings Account Deposit)\n  /** Merchant guid — renders a real merchant logo in the deposit card when present. */\n  merchant_guid?: string\n  /** Merchant display name — logo alt text and the payer line under the amount. */\n  merchant_name?: string\n  /** Secondary label beside the amount, e.g. `On {date}, you saved` or `Balance as of MM/DD/YY`. */\n  label?: string\n}\n\nexport interface SaveExtraBlockData {\n  /** Styled segments `[lead-in, amount digits, trailing copy]`, e.g. `['Save an extra', '100', 'to help your funds grow']`. */\n  primary_text?: string[]\n  /** Styled segments `[projected balance, caption]`, e.g. `['$8,313.87', 'After payday & projected expenses']`. */\n  secondary_text?: string[]\n  /** MakeTransfer drilldown: available balance (both variants). */\n  available_balance?: number\n  /** SAVE_ENOUGH_TO_LIVE_ON: average monthly spend. */\n  avg_monthly_spend?: number\n  /** SAVE_ENOUGH_TO_LIVE_ON: how long the balance lasts, overlaid on the timeline SVG (e.g. \"2 months, 11 days\"). */\n  time_period?: string\n  /** SAVE_AN_EXTRA_100: upcoming expenses (the \"Expenses\" figure). */\n  upcoming_expenses?: number\n  /** SAVE_AN_EXTRA_100: total remaining after expenses. */\n  total_remaining?: number\n  /** SAVE_ENOUGH_TO_LIVE_ON: date for the \"Your available balances as of {date}\" line. */\n  date?: string\n}\n\n//AccountSwitch Block\nexport interface AccountSwitchBlockData {\n  discovered_institution_guid: string\n  discovered_institution_name: string\n  held_institution_guid: string\n  held_institution_name: string\n  is_connected: boolean\n}\n\n// StepChart Block\nexport interface StepChartBlockData {\n  completed_steps: number\n  label_1: string\n  label_2?: string\n}\n\n//Budgets Blocks\nexport enum BudgetTierType {\n  LOW_BUDGET_TIER = 'LOW',\n  MEDIUM_BUDGET_TIER = 'MEDIUM',\n  OFF_TRACK_BUDGET_TIER = 'OFF_TRACK',\n}\n\nexport type BudgetTierValue = `${BudgetTierType}`\n\nexport interface BudgetLocalizedPayload {\n  primary_text?: string\n  amount_left_label?: string\n  spent_label?: string\n  budgeted_label?: string\n}\n\nexport interface BudgetBlockData {\n  budget_percent: number\n  budget_tier: BudgetTierValue\n  category_guid?: string\n  merchant_guid?: string\n  spent_amount: number\n  budgeted_amount: number\n  localized_payload: BudgetLocalizedPayload\n}\n\nexport interface SVGImageBlockData {\n  isCIBC?: boolean\n}\n\n// TransactionDetails Action Block\n// The drawer's subject is `InsightsPayload.primary_transaction_guid`; only action configuration\n// lives here.\nexport interface TransactionDetailsBlockData {\n  /** `TopActions` member names, e.g. `['Category', 'Date', 'Memo']`. Omit for the defaults. */\n  top_actions?: string[]\n  /** `BottomActions` member names, e.g. `['MerchantBudget', 'HideTransaction']`. Omit for defaults. */\n  bottom_actions?: string[]\n}\n"],"mappings":"AAuIA,IAAY,IAAL,0BAAA,GAAA;AACL,SAAA,EAAA,kBAAA,OACA,EAAA,qBAAA,UACA,EAAA,wBAAA;AACF,GAAA,CAAA,CAAA"}

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

@@ -13,7 +13,7 @@ export type { Expense } from './Expense';
 export { ExpenseStatus, ScheduledPaymentTypes } from './Expense';
 export type { DynamicCopyElement, GlobalCopy } from './GlobalCopy';
 export { GoalType, MetaType, TrackType } from './Goal';
-export type { ThemedSVGImageProps, DrilldownPayload, InsightsPayload, InstanceSlot, BlockType, Description, PrimaryCTA, SecondaryCTA, Subtitle, Footer, Logo, CategoryLogo, MerchantLogo, InstitutionLogo, Legends, } from './Insights';
+export type { ThemedSVGImageProps, DrilldownData, DrilldownPayload, InsightsPayload, InstanceSlot, Pill, WidgetType, InstanceSlotRow, BlockType, Description, PrimaryCTA, SecondaryCTA, Subtitle, Footer, Logo, LogoRef, CategoryLogo, MerchantLogo, InstitutionLogo, Legends, } from './Insights';
 export type { Goal, MonthlyCashFlowProfile, RetirementGoalAccount } from './Goal';
 export type { Debt } from './Debt';
 export type { GlobalCaptureException, GlobalErrorHandler, GlobalEventHandler } from './Handlers';
@@ -36,4 +36,3 @@ export type { MiniWidgetProps, WidgetProps } from './Widgets';
 export type { Holding } from './Holding';
 export { Frequency, RecurrenceStatus, RecurrenceType, RepeatingType } from './RepeatingTransaction';
 export type { Recurrence, RepeatingTransaction } from './RepeatingTransaction';
-export type { CategoryTransactionsBlockData, InsightTransaction } from './InsightsInstanceSlotData';