npm - @mx-cartographer/experiences - Versions diffs - 9.5.0 → 9.5.1 - Mend

@mx-cartographer/experiences 9.5.0 → 9.5.1

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.

Files changed (93) hide show

package/CHANGELOG.md CHANGED Viewed

@@ -1,3 +1,7 @@
+## [9.5.1] - 10-09-2026
+- **CHANGED** - Repeating-transaction eligibility now mirrors Sherlock (account-type gate plus merchant, or leaf bill/utility category with description, or payroll with description) and is an input to `SelectTransaction`; the eligibility filter is removed from Mark as Paid (MEW-4168)
 ## [9.5.0] - 10-09-2026
 - **CHANGED** - Date pickers and data grids now use MUI X v8, the same version as mxui, which fixes the empty From and To fields in the small-screen date range picker MEW-4216
@@ -27,7 +31,6 @@
 - **ADDED** - `transaction_list_block` (Transaction List) action block: opens a date-grouped drawer of the transactions a beat points at, with a nested Transaction Details drawer stacked on row click. Resolves rows via `instance_slot_data.transaction_guids` (id-list path), guarded by `Array.isArray` at the untrusted-payload boundary. `usePrepare` shares `useTransactionDetailsPrepare` so `detailedTransactions` is loaded on open — the drawer never opens on a permanent spinner. The registry entry titles the drawer from `insights_payload.title` (matching the WEC-1804 move off `beat.html_title`, which carries HTML entities); when the resolver returns an empty string, `ActionBlockLayer` falls back to the CTA label. Nested close clears the shared `transaction_guid` from action context, matching the sibling `TransactionHistoryBlock` convention. Only the `Standard` variant ships in this MR; the other three variants (`w/Summary`, `w/Status`, `w/Help`) are deferred to a follow-up MR after Figma review surfaced structural mismatches. Unblocks WEC-1461 and WEC-1462. (WEC-1425)
 - **CHANGED** - `ActionBlockEntry.title` resolver signature widened to `(variant, copy, beat?)` so blocks can title from beat fields. `ActionBlockLayer` passes `beat` through and falls back to the CTA label when the resolver returns an empty string (`||`), not only when it returns `undefined` (`??`). Existing resolvers accept the extra parameter without change. (WEC-1425)
 ## [9.4.67] - 10-08-2026
 - **FIXED** - Trends tabular view shows the shared zero-state message instead of the grid's default "No rows" when a table is empty MEW-4097

package/dist/accounts/components/AccountListItem.es.js CHANGED Viewed

@@ -1,6 +1,6 @@
+import { ConnectionStatus as l } from "../../core/types/Account.es.js";
 import _ from "../../common/hooks/useAccountDisplayName.es.js";
 import { useAppConfig as v, useGlobalCopyStore as I } from "../../common/context/hooks.es.js";
-import { ConnectionStatus as l } from "../../core/types/Account.es.js";
 import { formatCurrency as C } from "../../core/utils/NumberFormatting.es.js";
 import { getAccountBalanceDetails as L } from "../utils/AccountFields.es.js";
 import { ErrorStatus as S } from "./ConnectionStatusIcons.es.js";

package/dist/accounts/components/AccountsList.es.js CHANGED Viewed

@@ -1,6 +1,6 @@
 import { useAccountStore as R, useAppConfig as U, useEvent as D, useGlobalCopyStore as M, useGlobalUiStore as F } from "../../common/context/hooks.es.js";
-import { ANALYTICS_EVENTS as V } from "../../common/constants/Analytics.es.js";
 import { formatCurrency as y } from "../../core/utils/NumberFormatting.es.js";
+import { ANALYTICS_EVENTS as V } from "../../common/constants/Analytics.es.js";
 import { useAccountUiStore as H } from "../hooks/useUiStore.es.js";
 import { getClosedAccountBalanceTotal as K } from "../utils/AccountFields.es.js";
 import x from "./AccountListItem.es.js";

package/dist/accounts/components/detailsdrawer/Accounts/AccountConnection.es.js CHANGED Viewed

@@ -1,5 +1,5 @@
-import { useGlobalCopyStore as y } from "../../../../common/context/hooks.es.js";
-import { NonConnectedStatuses as x } from "../../../../core/types/Account.es.js";
+import { NonConnectedStatuses as y } from "../../../../core/types/Account.es.js";
+import { useGlobalCopyStore as x } from "../../../../common/context/hooks.es.js";
 import k from "../../../../common/components/ConnectDrawer.es.js";
 import i from "../../../../common/components/IconBacking.es.js";
 import { useAccountUiStore as _ } from "../../../hooks/useUiStore.es.js";
@@ -23,7 +23,7 @@ var m = {
   gridColumn: 1,
   zIndex: 2
 }, B = () => {
-  const [l, d] = v.useState(!1), { palette: { mode: u } } = R(), { selectedMember: e } = _(), { accounts: g, connect: C } = y(), t = S(e, C), r = x.includes(e.connection_status) ? {
+  const [l, d] = v.useState(!1), { palette: { mode: u } } = R(), { selectedMember: e } = _(), { accounts: g, connect: C } = x(), t = S(e, C), r = y.includes(e.connection_status) ? {
     color: "error.main",
     ctaCopy: t.cta ?? "",
     icon: /* @__PURE__ */ o(L, {

package/dist/accounts/components/detailsdrawer/Accounts/ConnectionErrorMessage.es.js CHANGED Viewed

@@ -1,5 +1,5 @@
-import { useGlobalCopyStore as f } from "../../../../common/context/hooks.es.js";
-import { NonConnectedStatuses as u } from "../../../../core/types/Account.es.js";
+import { NonConnectedStatuses as f } from "../../../../core/types/Account.es.js";
+import { useGlobalCopyStore as u } from "../../../../common/context/hooks.es.js";
 import d from "../../../../common/components/ConnectDrawer.es.js";
 import { useAccountUiStore as p } from "../../../hooks/useUiStore.es.js";
 import { getConnectionMessages as g } from "../../../utils/getConnectionMessages.es.js";
@@ -13,7 +13,7 @@ import _ from "@mui/material/Alert";
 import v from "@mui/material/AlertTitle";
 import w from "@mui/material/Link";
 var y = ({ setTabValue: c }) => {
-  const [n, i] = s.useState(!1), { selectedMember: e } = p(), { accounts: m, connect: l } = f(), t = e.connection_status && u.includes(e.connection_status);
+  const [n, i] = s.useState(!1), { selectedMember: e } = p(), { accounts: m, connect: l } = u(), t = e.connection_status && f.includes(e.connection_status);
   if (s.useEffect(() => {
     t && c(1);
   }, [t]), !t) return;

package/dist/accounts/utils/AccountFields.es.js CHANGED Viewed

@@ -1,9 +1,9 @@
 import { buildDynamicCopy as i } from "../../core/utils/Localization.es.js";
 import { DATE_FORMATS_INTL as c, formatDate as y } from "../../core/constants/DateFormats.es.js";
 import { AccountIcon as F, AccountType as d, PropertyIcon as T, PropertyType as g } from "../../core/types/Account.es.js";
-import { getAccountStartingBalance as o, isAccountLiability as A, isManual as D, usesCreditLimitField as O, usesInterestRateField as C, usesOriginalBalanceField as N } from "../../core/utils/AccountUtils.es.js";
-import { formatCurrency as _, formatOrdinal as S, formatPercentage as I, isValidNumber as b } from "../../core/utils/NumberFormatting.es.js";
 import { fromUnixUTC as v } from "../../core/utils/DateUtil.es.js";
+import { formatCurrency as _, formatOrdinal as A, formatPercentage as D, isValidNumber as o } from "../../core/utils/NumberFormatting.es.js";
+import { getAccountStartingBalance as b, isAccountLiability as O, isManual as C, usesCreditLimitField as N, usesInterestRateField as S, usesOriginalBalanceField as I } from "../../core/utils/AccountUtils.es.js";
 import { FieldType as m } from "../constants/Accounts.es.js";
 import { Icon as f, Text as L } from "@mxenabled/mxui";
 import { jsx as p } from "react/jsx-runtime";
@@ -17,7 +17,7 @@ var B = (r, e) => {
     validation: (t) => t ? "" : i(e.field_is_required, e.account_name),
     valueFormatter: (t) => t
   }];
-  if (D(r)) {
+  if (C(r)) {
     l.unshift({
       label: e.account_balance,
       name: "balance",
@@ -54,7 +54,7 @@ var B = (r, e) => {
       valueFormatter: (a) => t.find((n) => n.value === a)?.label
     });
   }
-  if (C(r)) {
+  if (S(r)) {
     let t = e.interest_rate, a = "interest_rate";
     r.is_manual || (typeof r.apr == "number" && (t = e.apr, a = "apr"), typeof r.apy == "number" && (t = e.apy, a = "apy")), l.push({
       event: "account_details_click_interest_rate",
@@ -62,11 +62,11 @@ var B = (r, e) => {
       name: a,
       placeholder: i(e.enter_value, t),
       type: m.Input,
-      validation: (n) => b(n) ? "" : e.error_amount_is_invalid,
-      valueFormatter: (n) => b(n) ? I(n / 100) : n
+      validation: (n) => o(n) ? "" : e.error_amount_is_invalid,
+      valueFormatter: (n) => o(n) ? D(n / 100) : n
     });
   }
-  return A(r) && (l.push({
+  return O(r) && (l.push({
     label: e.minimum_payment,
     name: "minimum_payment",
     placeholder: i(e.enter_value, e.minimum_payment),
@@ -85,14 +85,14 @@ var B = (r, e) => {
     name: "day_payment_is_due",
     placeholder: i(e.enter_value, e.day_payment_due),
     type: m.Date,
-    valueFormatter: (t) => i(e.day_of_every_month, S(t <= 31 ? t : new Date(t).getDate()))
-  })), O(r) && l.push({
+    valueFormatter: (t) => i(e.day_of_every_month, A(t <= 31 ? t : new Date(t).getDate()))
+  })), N(r) && l.push({
     label: e.credit_limit,
     name: "credit_limit",
     placeholder: i(e.enter_value, e.credit_limit),
     type: m.Currency,
     valueFormatter: (t) => _(t, "0,0.00")
-  }), N(r) && l.push({
+  }), I(r) && l.push({
     label: e.original_balance,
     minAmount: 1,
     name: "original_balance",
@@ -105,7 +105,7 @@ var B = (r, e) => {
   switch (r.account_type) {
     case 1:
     case 2:
-      r.available_balance != null && l ? (t = e.available_balance, a = o(r, l), n = e.current_balance, u = _(r.balance, "0,0.00"), s = !0) : (t = e.current_balance, a = o(r, l));
+      r.available_balance != null && l ? (t = e.available_balance, a = b(r, l), n = e.current_balance, u = _(r.balance, "0,0.00"), s = !0) : (t = e.current_balance, a = b(r, l));
       break;
     default:
       if (t = e.current_balance, a = r.balance, r.minimum_payment && r.payment_due_at) {

package/dist/budgets/BubbleBudgetsMiniWidget.es.js CHANGED Viewed

@@ -1,8 +1,8 @@
 import { useBudgetsStore as S, useCategoryStore as x, useEvent as E, useGlobalCopyStore as L, useGlobalUiStore as T, useWidgetContainerProvider as W } from "../common/context/hooks.es.js";
+import { formatCurrency as p } from "../core/utils/NumberFormatting.es.js";
 import { useWidgetLoadTimer as w } from "../common/hooks/useWidgetLoadTimer.es.js";
 import O from "../common/components/drawer/Drawer.es.js";
 import { ANALYTICS_EVENTS as R } from "../common/constants/Analytics.es.js";
-import { formatCurrency as p } from "../core/utils/NumberFormatting.es.js";
 import { getBudgetDifference as H } from "../core/utils/BudgetUtil.es.js";
 import I from "../common/components/MiniWidgetContainer.es.js";
 import j from "../common/components/Loader.es.js";

package/dist/budgets/components/Overview.es.js CHANGED Viewed

@@ -1,9 +1,9 @@
 import { buildDynamicCopy as C } from "../../core/utils/Localization.es.js";
 import v from "../../common/components/charts/StatusBar.es.js";
 import { useAccountStore as M, useBudgetsStore as P, useCategoryStore as L, useEvent as N, useGlobalCopyStore as R, useRecurringTransactionsStore as $, useTransactionStore as j } from "../../common/context/hooks.es.js";
+import { formatCurrency as c } from "../../core/utils/NumberFormatting.es.js";
 import k from "../../common/components/drawer/Drawer.es.js";
 import { ANALYTICS_EVENTS as G } from "../../common/constants/Analytics.es.js";
-import { formatCurrency as c } from "../../core/utils/NumberFormatting.es.js";
 import { ManageIncome as H } from "../../recurringtransactions/components/shared/recurringsettings/ManageIncome.es.js";
 import d from "react";
 import { observer as F } from "mobx-react-lite";

package/dist/budgets/components/addbudget/UnbudgetedRow.es.js CHANGED Viewed

@@ -1,6 +1,6 @@
 import { useGlobalCopyStore as p } from "../../../common/context/hooks.es.js";
-import c from "../../../common/components/dialog/Dialog.es.js";
-import { formatCurrency as f } from "../../../core/utils/NumberFormatting.es.js";
+import { formatCurrency as c } from "../../../core/utils/NumberFormatting.es.js";
+import f from "../../../common/components/dialog/Dialog.es.js";
 import { BudgetAmount as A } from "../shared/BudgetAmount.es.js";
 import n from "react";
 import { observer as b } from "mobx-react-lite";
@@ -12,7 +12,7 @@ import _ from "@mui/material/ListItemButton";
 import x from "@mui/material/ListItemText";
 import B from "@mui/material/ListItemSecondaryAction";
 var w = b(({ category: t, onAddBudget: s }) => {
-  const { budgets: m, common: d } = p(), [u, r] = n.useState(!1), [e, l] = n.useState(`${t.totalAmount === 0 ? "" : t.totalAmount}`), i = f(t.totalAmount, "0,0");
+  const { budgets: m, common: d } = p(), [u, r] = n.useState(!1), [e, l] = n.useState(`${t.totalAmount === 0 ? "" : t.totalAmount}`), i = c(t.totalAmount, "0,0");
   return /* @__PURE__ */ a(C, { children: [/* @__PURE__ */ a(_, {
     "aria-label": `${m.add_title}: ${t.name}, ${i}`,
     onClick: () => r(!0),
@@ -27,7 +27,7 @@ var w = b(({ category: t, onAddBudget: s }) => {
         size: 20
       }) })
     ]
-  }), /* @__PURE__ */ o(c, {
+  }), /* @__PURE__ */ o(f, {
     copy: {
       close_aria: d.close_aria,
       title: m.add_title

package/dist/budgets/components/shared/BudgetDetailsTopSection.es.js CHANGED Viewed

@@ -1,7 +1,7 @@
 import { buildDynamicCopy as m } from "../../../core/utils/Localization.es.js";
 import { useGlobalCopyStore as h } from "../../../common/context/hooks.es.js";
-import { formatCurrency as t } from "../../../core/utils/NumberFormatting.es.js";
 import { fromTimestampToMonthYear as x } from "../../../core/utils/DateUtil.es.js";
+import { formatCurrency as t } from "../../../core/utils/NumberFormatting.es.js";
 import u from "../../../insights/components/shared/StatusIndicator.es.js";
 import g from "react";
 import a from "@mui/material/Stack";

package/dist/cashflow/CashflowOnboarding.es.js CHANGED Viewed

@@ -1,58 +1,59 @@
-import { useCashflowStore as te, useGlobalCopyStore as re, useGlobalUiStore as oe, useRecurringTransactionsStore as ne, useTransactionStore as ie, useUserStore as ae } from "../common/context/hooks.es.js";
-import { useScreenSize as ce } from "../common/hooks/useScreenSize.es.js";
-import { Frequency as se, RepeatingType as F } from "../core/types/RepeatingTransaction.es.js";
-import { fromUnixToDayOfWeekAndDate as me } from "../core/utils/DateUtil.es.js";
+import { useCashflowStore as re, useGlobalCopyStore as oe, useGlobalUiStore as ne, useRecurringTransactionsStore as ie, useTransactionStore as ae, useUserStore as ce } from "../common/context/hooks.es.js";
+import { useScreenSize as se } from "../common/hooks/useScreenSize.es.js";
+import { Frequency as me, RepeatingType as F } from "../core/types/RepeatingTransaction.es.js";
+import { fromUnixToDayOfWeekAndDate as de } from "../core/utils/DateUtil.es.js";
 import { getNextPaymentDate as v } from "../core/utils/RecurringTransactionsUtil.es.js";
-import de from "../common/components/Loader.es.js";
-import le from "../transactions/components/shared/transactionlist/TransactionRow.es.js";
-import pe from "../common/components/SubheaderRow.es.js";
-import { incomeFilter as O, incomeFilterSearch as ue } from "../transactions/utils/Filters.es.js";
-import { SelectTransaction as fe } from "../recurringtransactions/components/shared/recurringsettings/SelectTransaction.es.js";
-import { AddRecurringTransactionDetails as ge } from "../recurringtransactions/components/shared/recurringsettings/AddRecurringTransactionDetails.es.js";
-import { useCashflowUiStore as he } from "./context/hooks.es.js";
-import ye from "./components/onboarding/StepOne.es.js";
-import { CASHFLOW_IMAGES as xe } from "./constants/CashflowImages.es.js";
-import _e from "./components/onboarding/StepTwo.es.js";
+import { useRepeatingTransactionEligibility as le } from "../common/hooks/useRepeatingTransactionEligibility.es.js";
+import pe from "../common/components/Loader.es.js";
+import ue from "../transactions/components/shared/transactionlist/TransactionRow.es.js";
+import fe from "../common/components/SubheaderRow.es.js";
+import { incomeFilter as O, incomeFilterSearch as ge } from "../transactions/utils/Filters.es.js";
+import { SelectTransaction as he } from "../recurringtransactions/components/shared/recurringsettings/SelectTransaction.es.js";
+import { AddRecurringTransactionDetails as ye } from "../recurringtransactions/components/shared/recurringsettings/AddRecurringTransactionDetails.es.js";
+import { useCashflowUiStore as xe } from "./context/hooks.es.js";
+import _e from "./components/onboarding/StepOne.es.js";
+import { CASHFLOW_IMAGES as be } from "./constants/CashflowImages.es.js";
+import Se from "./components/onboarding/StepTwo.es.js";
 import m, { useState as d } from "react";
-import { observer as Se } from "mobx-react-lite";
+import { observer as De } from "mobx-react-lite";
 import h from "@mui/material/Stack";
-import { H2 as be, Icon as R, P as W } from "@mxenabled/mxui";
-import { startOfMonth as De } from "date-fns/startOfMonth";
+import { H2 as Te, Icon as R, P as W } from "@mxenabled/mxui";
+import { startOfMonth as Ce } from "date-fns/startOfMonth";
 import { startOfToday as A } from "date-fns/startOfToday";
 import l from "@mui/material/Button";
 import { Fragment as G, jsx as e, jsxs as i } from "react/jsx-runtime";
-import { keyframes as Te, useTheme as Ce } from "@mui/material/styles";
+import { keyframes as ke, useTheme as Ie } from "@mui/material/styles";
 import p from "@mui/material/Box";
-import { subDays as ke } from "date-fns/subDays";
+import { subDays as we } from "date-fns/subDays";
+import { formatISO as Fe } from "date-fns/formatISO";
 import { fromUnixTime as U } from "date-fns/fromUnixTime";
-import { getUnixTime as Ie } from "date-fns/getUnixTime";
-import { formatISO as we } from "date-fns/formatISO";
+import { getUnixTime as ve } from "date-fns/getUnixTime";
 import L from "@mui/material/Divider";
-import Fe from "@mui/material/List";
-var ve = Te`
+import Oe from "@mui/material/List";
+var Re = ke`
   from {
     transform: rotate(0deg);
   }
   to {
     transform: rotate(360deg);
   }
-`, Oe = () => {
-  const { addRepeatingTransaction: M, repeatingTransactions: q } = ne(), { cashflow: a, common: y } = re(), { user: N } = ae(), { completeOnboarding: x } = te(), { isDirty: z } = he(), { isMobile: c } = ce(), { isCopyLoaded: B, setDisplayedDate: H } = oe(), { filter: _, setFilter: S, transactions: b } = ie(), P = Ce(), [$, u] = d(!0), [s, j] = m.useState(se.EveryMonth), [E, J] = m.useState(1), [D, K] = m.useState(15), [T, Q] = d(!1), [f, C] = d(1), [o, X] = d([]), [k, g] = d(""), n = m.useMemo(() => b.find((t) => t.guid === k), [k, b]), Y = !!q.filter((t) => t.repeating_transaction_type === F.Income).length, I = async () => {
-    C(2), H(De(ke(A(), 90)), A()), S({
+`, We = () => {
+  const { addRepeatingTransaction: M, repeatingTransactions: q } = ie(), { cashflow: a, common: y } = oe(), { user: N } = ce(), { completeOnboarding: x } = re(), { isDirty: z } = xe(), { isMobile: c } = se(), { isCopyLoaded: B, setDisplayedDate: E } = ne(), { filter: _, setFilter: b, transactions: S } = ae(), H = le(), P = Ie(), [$, u] = d(!0), [s, j] = m.useState(me.EveryMonth), [J, K] = m.useState(1), [D, Q] = m.useState(15), [T, X] = d(!1), [f, C] = d(1), [o, Y] = d([]), [k, g] = d(""), n = m.useMemo(() => S.find((t) => t.guid === k), [k, S]), Z = !!q.filter((t) => t.repeating_transaction_type === F.Income).length, I = async () => {
+    C(2), E(Ce(we(A(), 90)), A()), b({
       ..._,
       custom: O
     }), C(3);
-  }, Z = async () => {
+  }, V = async () => {
     if (!(o.length < 1)) {
-      Q(!0);
+      X(!0);
       for (let t = 0; t < o.length; t++) {
-        const r = o[t], w = v(s, U(r.date)), ee = {
+        const r = o[t], w = v(s, U(r.date)), te = {
           account_guid: r.account_guid,
           amount: r.amount,
           created_by: 0,
           merchant_guid: r.merchant_guid,
-          description: r.feed_description || r.description,
-          predicted_occurs_on: we(w, { representation: "date" }),
+          description: r.payee || r.description || r.feed_description,
+          predicted_occurs_on: Fe(w, { representation: "date" }),
           recurrence_day: w.getDay(),
           recurrence_type: s,
           repeating_transaction_type: F.Income,
@@ -60,17 +61,17 @@ var ve = Te`
           transaction_type: r.transaction_type,
           user_guid: N.guid
         };
-        await M(ee, r);
+        await M(te, r);
       }
       await x();
     }
-  }, V = !n && $ || !n && o.length < 1;
+  }, ee = !n && $ || !n && o.length < 1;
   return B ? /* @__PURE__ */ i(p, {
     sx: {
       display: "flex",
       alignItems: c ? "flex-start" : "center",
       backgroundColor: P.palette.background.paper,
-      backgroundImage: c ? null : `url(${xe.CASHFLOW_ONBOARDING})`,
+      backgroundImage: c ? null : `url(${be.CASHFLOW_ONBOARDING})`,
       backgroundRepeat: "no-repeat",
       backgroundPosition: "left 100px",
       backgroundSize: "35%",
@@ -88,7 +89,7 @@ var ve = Te`
           ml: "40%",
           mr: 90
         },
-        children: /* @__PURE__ */ e(ye, { handleNextStep: I })
+        children: /* @__PURE__ */ e(_e, { handleNextStep: I })
       }),
       f === 2 && /* @__PURE__ */ e(p, {
         sx: c ? {
@@ -101,7 +102,7 @@ var ve = Te`
           ml: "40%",
           mr: 90
         },
-        children: /* @__PURE__ */ e(_e, {})
+        children: /* @__PURE__ */ e(Se, {})
       }),
       f === 3 && /* @__PURE__ */ i(p, {
         sx: c ? {
@@ -115,7 +116,7 @@ var ve = Te`
           mr: 90
         },
         children: [
-          /* @__PURE__ */ e(be, {
+          /* @__PURE__ */ e(Te, {
             pb: 12,
             variant: "h1",
             children: a.add_income_title
@@ -124,12 +125,12 @@ var ve = Te`
             mb: 24,
             children: a.add_income_description
           }),
-          o.length > 0 && !n && /* @__PURE__ */ i(G, { children: [/* @__PURE__ */ e(Fe, { children: o.map((t, r) => /* @__PURE__ */ i(m.Fragment, { children: [
-            /* @__PURE__ */ e(pe, {
+          o.length > 0 && !n && /* @__PURE__ */ i(G, { children: [/* @__PURE__ */ e(Oe, { children: o.map((t, r) => /* @__PURE__ */ i(m.Fragment, { children: [
+            /* @__PURE__ */ e(fe, {
               bgcolor: "background.paper",
-              children: me(Ie(t.nextDate || t.date))
+              children: de(ve(t.nextDate || t.date))
             }),
-            /* @__PURE__ */ e(le, { transaction: t }),
+            /* @__PURE__ */ e(ue, { transaction: t }),
             r !== o.length - 1 && /* @__PURE__ */ e(L, {})
           ] }, t.guid)) }), /* @__PURE__ */ i(h, {
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@@ -143,28 +144,29 @@ var ve = Te`
               children: a.add_income
             })]
           })] }),
-          V && /* @__PURE__ */ e(fe, {
+          ee && /* @__PURE__ */ e(he, {
             bgcolor: "background.paper",
-            onSearch: (t) => S({
+            eligibilityFilter: H,
+            onSearch: (t) => b({
               ..._,
-              custom: (r) => t ? ue(r, t) : O(r)
+              custom: (r) => t ? ge(r, t) : O(r)
             }),
             onSelected: (t) => {
               g(t), u(!1);
             }
           }),
-          !Y && z && /* @__PURE__ */ e(W, {
+          !Z && z && /* @__PURE__ */ e(W, {
             color: "error",
             mt: 16,
             children: a.confirm_error
           }),
-          n && /* @__PURE__ */ i(G, { children: [/* @__PURE__ */ e(ge, {
+          n && /* @__PURE__ */ i(G, { children: [/* @__PURE__ */ e(ye, {
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-            firstDay: E,
+            firstDay: J,
             frequency: s,
-            onFirstDayChange: J,
+            onFirstDayChange: K,
             onFrequencyChange: j,
-            onSecondDayChange: K,
+            onSecondDayChange: Q,
             secondDay: D,
             transaction: n
           }), /* @__PURE__ */ i(h, {
@@ -180,7 +182,7 @@ var ve = Te`
                   ...n,
                   nextDate: v(s, U(n.date)),
                   frequency: s
-                }), X(t), g("");
+                }), Y(t), g("");
               },
               variant: "contained",
               children: y.confirm_button
@@ -199,10 +201,10 @@ var ve = Te`
             mt: 32,
             children: [/* @__PURE__ */ e(l, {
               "aria-disabled": o.length < 1 || T,
-              onClick: Z,
+              onClick: V,
               startIcon: T ? /* @__PURE__ */ e(R, {
                 name: "progress_activity",
-                sx: { animation: `${ve} 2s linear infinite` }
+                sx: { animation: `${Re} 2s linear infinite` }
               }) : null,
               variant: "contained",
               children: a.confirm_income_button
@@ -215,10 +217,10 @@ var ve = Te`
         ]
       })
     ]
-  }) : /* @__PURE__ */ e(de, {});
-}, st = Se(Oe);
+  }) : /* @__PURE__ */ e(pe, {});
+}, lt = De(We);
 export {
-  st as default
+  lt as default
 };
 //# sourceMappingURL=CashflowOnboarding.es.js.map

package/dist/cashflow/CashflowOnboarding.es.js.map CHANGED Viewed

	@@ -1 +1 @@
1	- {"version":3,"file":"CashflowOnboarding.es.js","names":[],"sources":["../../src/cashflow/CashflowOnboarding.tsx"],"sourcesContent":["import React, { useState } from 'react'\nimport { observer } from 'mobx-react-lite'\nimport { formatISO } from 'date-fns/formatISO'\nimport { fromUnixTime } from 'date-fns/fromUnixTime'\nimport { getUnixTime } from 'date-fns/getUnixTime'\nimport { startOfMonth } from 'date-fns/startOfMonth'\nimport { startOfToday } from 'date-fns/startOfToday'\nimport { subDays } from 'date-fns/subDays'\n\nimport Box from '@mui/material/Box'\nimport Button from '@mui/material/Button'\nimport Divider from '@mui/material/Divider'\nimport List from '@mui/material/List'\nimport Stack from '@mui/material/Stack'\nimport { keyframes } from '@mui/material/styles'\nimport { useTheme } from '@mui/material/styles'\n\nimport { H2, Icon, P } from '@mxenabled/mxui'\n\nimport StepOne from './components/onboarding/StepOne'\nimport StepTwo from './components/onboarding/StepTwo'\n\nimport {\n Loader,\n useCashflowStore,\n useGlobalCopyStore,\n useGlobalUiStore,\n useRecurringTransactionsStore,\n useScreenSize,\n useTransactionStore,\n useUserStore,\n} from '../common'\nimport { type RepeatingTransaction, type Transaction, RepeatingType, Frequency } from '../core'\nimport SubheaderRow from '../common/components/SubheaderRow'\n\nimport { useCashflowUiStore } from './context/hooks'\n\nimport { TransactionRow } from '../transactions'\nimport { incomeFilter, incomeFilterSearch } from '../transactions/utils/Filters'\n\nimport { AddRecurringTransactionDetails } from '../recurringtransactions'\nimport { SelectTransaction } from '../recurringtransactions'\nimport { getNextPaymentDate } from '../core/utils/RecurringTransactionsUtil'\n\nimport { fromUnixToDayOfWeekAndDate } from '../core/utils/DateUtil'\nimport { CASHFLOW_IMAGES } from './constants/CashflowImages'\n\ninterface UpcomingTransactions extends Transaction {\n nextDate: Date \| null\n frequency: Frequency\n}\n\nconst spin = keyframes`\n from {\n transform: rotate(0deg);\n }\n to {\n transform: rotate(360deg);\n }\n`\n\nconst CashflowOnboarding: React.FC = () => {\n const { addRepeatingTransaction, repeatingTransactions } = useRecurringTransactionsStore()\n const { cashflow: customCopy, common: commonCopy } = useGlobalCopyStore()\n const { user } = useUserStore()\n const { completeOnboarding } = useCashflowStore()\n const { isDirty } = useCashflowUiStore()\n const { isMobile } = useScreenSize()\n const { isCopyLoaded, setDisplayedDate } = useGlobalUiStore()\n const { filter, setFilter, transactions } = useTransactionStore()\n const theme = useTheme()\n\n const [addIncome, setAddIncome] = useState(true)\n const [frequency, setFrequency] = React.useState(Frequency.EveryMonth)\n const [firstDay, setFirstDay] = React.useState(1)\n const [secondDay, setSecondDay] = React.useState(15)\n const [isSubmitting, setIsSubmitting] = useState(false)\n // const [nextDate, setNextDate] = React.useState<Date \| null>(null)\n const [step, setStep] = useState(1)\n const [selectedTransactions, setSelectedTransactions] = useState<UpcomingTransactions[] \| []>([])\n const [transactionGuid, setTransactionGuid] = useState('')\n\n const transaction = React.useMemo(\n () => transactions.find((t) => t.guid === transactionGuid),\n [transactionGuid, transactions],\n )\n\n const canSubmit = !!repeatingTransactions.filter(\n (r) => r.repeating_transaction_type === RepeatingType.Income,\n ).length\n\n const handleGetTransactions = async () => {\n setStep(2)\n // set transaction date range and filter by income\n setDisplayedDate(\n // Beginning of the month, 90 days before today\n startOfMonth(subDays(startOfToday(), 90)),\n startOfToday(),\n )\n\n setFilter({ ...filter, custom: incomeFilter })\n\n setStep(3)\n }\n\n const handleAddIncome = async () => {\n if (selectedTransactions.length < 1) {\n return\n }\n setIsSubmitting(true)\n\n // Create Repeating Transactions\n for (let i = 0; i < selectedTransactions.length; i++) {\n const upcomingTransaction = selectedTransactions[i]\n\n const nextDate = getNextPaymentDate(frequency, fromUnixTime(upcomingTransaction.date))\n\n const repeatingTransaction = {\n account_guid: upcomingTransaction.account_guid,\n amount: upcomingTransaction.amount,\n created_by: 0, //user\n merchant_guid: upcomingTransaction.merchant_guid,\n description: upcomingTransaction.feed_description \|\| upcomingTransaction.description,\n predicted_occurs_on: formatISO(nextDate, { representation: 'date' }),\n recurrence_day: nextDate.getDay(),\n recurrence_type: frequency,\n repeating_transaction_type: RepeatingType.Income,\n second_recurrence_day: secondDay,\n transaction_type: upcomingTransaction.transaction_type,\n user_guid: user.guid,\n } as RepeatingTransaction\n\n await addRepeatingTransaction(repeatingTransaction, upcomingTransaction)\n }\n await completeOnboarding()\n }\n\n const showSelectIncome =\n (!transaction && addIncome) \|\| (!transaction && selectedTransactions.length < 1)\n\n if (!isCopyLoaded) {\n return <Loader />\n }\n\n return (\n <Box\n sx={{\n display: 'flex',\n alignItems: !isMobile ? 'center' : 'flex-start',\n backgroundColor: theme.palette.background.paper,\n backgroundImage: !isMobile ? `url(${CASHFLOW_IMAGES.CASHFLOW_ONBOARDING})` : null,\n backgroundRepeat: 'no-repeat',\n backgroundPosition: 'left 100px',\n backgroundSize: '35%',\n py: 24,\n }}\n >\n {step === 1 && (\n <Box\n sx={(isMobile\n ? { display: 'flex', flexDirection: 'column', maxWidth: '100%', padding: '0 16px' }\n : { maxWidth: 590, ml: '40%', mr: 90 })}\n >\n <StepOne handleNextStep={handleGetTransactions} />\n </Box>\n )}\n {step === 2 && (\n <Box\n sx={(isMobile\n ? { display: 'flex', flexDirection: 'column', maxWidth: '100%', padding: '0 16px' }\n : { maxWidth: 590, ml: '40%', mr: 90 })}\n >\n <StepTwo />\n </Box>\n )}\n {step === 3 && (\n <Box\n sx={(isMobile\n ? { display: 'flex', flexDirection: 'column', maxWidth: '100%', padding: '0 16px' }\n : { maxWidth: 590, ml: '40%', mr: 90 })}\n >\n <H2 pb={12} variant=\"h1\">\n {customCopy.add_income_title}\n </H2>\n <P mb={24}>{customCopy.add_income_description}</P>\n\n {selectedTransactions.length > 0 && !transaction && (\n <>\n <List>\n {selectedTransactions.map((transaction, index) => {\n return (\n <React.Fragment key={transaction.guid}>\n <SubheaderRow bgcolor=\"background.paper\">\n {fromUnixToDayOfWeekAndDate(\n getUnixTime(transaction.nextDate \|\| transaction.date),\n )}\n </SubheaderRow>\n <TransactionRow transaction={transaction} />\n {index !== selectedTransactions.length - 1 && <Divider />}\n </React.Fragment>\n )\n })}\n </List>\n <Stack alignItems=\"center\" direction=\"row\">\n <Divider sx={{ flexGrow: 1 }} />\n <Button\n onClick={() => setAddIncome(true)}\n startIcon={<Icon name=\"add\" size={20} />}\n >\n {customCopy.add_income}\n </Button>\n </Stack>\n </>\n )}\n\n {showSelectIncome && (\n <SelectTransaction\n bgcolor=\"background.paper\"\n onSearch={(searchValue) =>\n setFilter({\n ...filter,\n custom: (transaction: Transaction) =>\n searchValue\n ? incomeFilterSearch(transaction, searchValue)\n : incomeFilter(transaction),\n })\n }\n onSelected={(guid) => {\n setTransactionGuid(guid)\n setAddIncome(false)\n }}\n />\n )}\n\n {!canSubmit && isDirty && (\n <P color=\"error\" mt={16}>\n {customCopy.confirm_error}\n </P>\n )}\n\n {transaction && (\n <>\n <AddRecurringTransactionDetails\n bgcolor=\"background.paper\"\n firstDay={firstDay}\n frequency={frequency}\n onFirstDayChange={setFirstDay}\n onFrequencyChange={setFrequency}\n onSecondDayChange={setSecondDay}\n secondDay={secondDay}\n transaction={transaction}\n />\n <Stack direction=\"row\" gap={16} ml={24} mt={32}>\n <Button\n aria-disabled={!transaction}\n onClick={() => {\n const updatedTransactions = [...selectedTransactions]\n updatedTransactions.push({\n ...transaction,\n nextDate: getNextPaymentDate(frequency, fromUnixTime(transaction.date)),\n frequency,\n })\n\n setSelectedTransactions(updatedTransactions)\n setTransactionGuid('')\n }}\n variant=\"contained\"\n >\n {commonCopy.confirm_button}\n </Button>\n <Button\n onClick={() => {\n setTransactionGuid('')\n setAddIncome(true)\n handleGetTransactions().finally()\n }}\n variant=\"text\"\n >\n {commonCopy.cancel_button}\n </Button>\n </Stack>\n </>\n )}\n\n {selectedTransactions.length > 0 && !transaction && (\n <Stack direction=\"row\" gap={16} ml={24} mt={32}>\n <Button\n aria-disabled={selectedTransactions.length < 1 \|\| isSubmitting}\n onClick={handleAddIncome}\n startIcon={\n isSubmitting ? 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1	+ {"version":3,"file":"CashflowOnboarding.es.js","names":[],"sources":["../../src/cashflow/CashflowOnboarding.tsx"],"sourcesContent":["import React, { useState } from 'react'\nimport { observer } from 'mobx-react-lite'\nimport { formatISO } from 'date-fns/formatISO'\nimport { fromUnixTime } from 'date-fns/fromUnixTime'\nimport { getUnixTime } from 'date-fns/getUnixTime'\nimport { startOfMonth } from 'date-fns/startOfMonth'\nimport { startOfToday } from 'date-fns/startOfToday'\nimport { subDays } from 'date-fns/subDays'\n\nimport Box from '@mui/material/Box'\nimport Button from '@mui/material/Button'\nimport Divider from '@mui/material/Divider'\nimport List from '@mui/material/List'\nimport Stack from '@mui/material/Stack'\nimport { keyframes } from '@mui/material/styles'\nimport { useTheme } from '@mui/material/styles'\n\nimport { H2, Icon, P } from '@mxenabled/mxui'\n\nimport StepOne from './components/onboarding/StepOne'\nimport StepTwo from './components/onboarding/StepTwo'\n\nimport {\n Loader,\n useCashflowStore,\n useGlobalCopyStore,\n useGlobalUiStore,\n useRecurringTransactionsStore,\n useRepeatingTransactionEligibility,\n useScreenSize,\n useTransactionStore,\n useUserStore,\n} from '../common'\nimport { type RepeatingTransaction, type Transaction, RepeatingType, Frequency } from '../core'\nimport SubheaderRow from '../common/components/SubheaderRow'\n\nimport { useCashflowUiStore } from './context/hooks'\n\nimport { TransactionRow } from '../transactions'\nimport { incomeFilter, incomeFilterSearch } from '../transactions/utils/Filters'\n\nimport { AddRecurringTransactionDetails } from '../recurringtransactions'\nimport { SelectTransaction } from '../recurringtransactions'\nimport { getNextPaymentDate } from '../core/utils/RecurringTransactionsUtil'\n\nimport { fromUnixToDayOfWeekAndDate } from '../core/utils/DateUtil'\nimport { CASHFLOW_IMAGES } from './constants/CashflowImages'\n\ninterface UpcomingTransactions extends Transaction {\n nextDate: Date \| null\n frequency: Frequency\n}\n\nconst spin = keyframes`\n from {\n transform: rotate(0deg);\n }\n to {\n transform: rotate(360deg);\n }\n`\n\nconst CashflowOnboarding: React.FC = () => {\n const { addRepeatingTransaction, repeatingTransactions } = useRecurringTransactionsStore()\n const { cashflow: customCopy, common: commonCopy } = useGlobalCopyStore()\n const { user } = useUserStore()\n const { completeOnboarding } = useCashflowStore()\n const { isDirty } = useCashflowUiStore()\n const { isMobile } = useScreenSize()\n const { isCopyLoaded, setDisplayedDate } = useGlobalUiStore()\n const { filter, setFilter, transactions } = useTransactionStore()\n const eligibilityFilter = useRepeatingTransactionEligibility()\n const theme = useTheme()\n\n const [addIncome, setAddIncome] = useState(true)\n const [frequency, setFrequency] = React.useState(Frequency.EveryMonth)\n const [firstDay, setFirstDay] = React.useState(1)\n const [secondDay, setSecondDay] = React.useState(15)\n const [isSubmitting, setIsSubmitting] = useState(false)\n // const [nextDate, setNextDate] = React.useState<Date \| null>(null)\n const [step, setStep] = useState(1)\n const [selectedTransactions, setSelectedTransactions] = useState<UpcomingTransactions[] \| []>([])\n const [transactionGuid, setTransactionGuid] = useState('')\n\n const transaction = React.useMemo(\n () => transactions.find((t) => t.guid === transactionGuid),\n [transactionGuid, transactions],\n )\n\n const canSubmit = !!repeatingTransactions.filter(\n (r) => r.repeating_transaction_type === RepeatingType.Income,\n ).length\n\n const handleGetTransactions = async () => {\n setStep(2)\n // set transaction date range and filter by income\n setDisplayedDate(\n // Beginning of the month, 90 days before today\n startOfMonth(subDays(startOfToday(), 90)),\n startOfToday(),\n )\n\n setFilter({ ...filter, custom: incomeFilter })\n\n setStep(3)\n }\n\n const handleAddIncome = async () => {\n if (selectedTransactions.length < 1) {\n return\n }\n setIsSubmitting(true)\n\n // Create Repeating Transactions\n for (let i = 0; i < selectedTransactions.length; i++) {\n const upcomingTransaction = selectedTransactions[i]\n\n const nextDate = getNextPaymentDate(frequency, fromUnixTime(upcomingTransaction.date))\n\n const repeatingTransaction = {\n account_guid: upcomingTransaction.account_guid,\n amount: upcomingTransaction.amount,\n created_by: 0, //user\n merchant_guid: upcomingTransaction.merchant_guid,\n description:\n upcomingTransaction.payee \|\|\n upcomingTransaction.description \|\|\n upcomingTransaction.feed_description,\n predicted_occurs_on: formatISO(nextDate, { representation: 'date' }),\n recurrence_day: nextDate.getDay(),\n recurrence_type: frequency,\n repeating_transaction_type: RepeatingType.Income,\n second_recurrence_day: secondDay,\n transaction_type: upcomingTransaction.transaction_type,\n user_guid: user.guid,\n } as RepeatingTransaction\n\n await addRepeatingTransaction(repeatingTransaction, upcomingTransaction)\n }\n await completeOnboarding()\n }\n\n const showSelectIncome =\n (!transaction && addIncome) \|\| (!transaction && selectedTransactions.length < 1)\n\n if (!isCopyLoaded) {\n return <Loader />\n }\n\n return (\n <Box\n sx={{\n display: 'flex',\n alignItems: !isMobile ? 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package/dist/cashflow/CashflowWidget.es.js CHANGED Viewed

@@ -1,8 +1,8 @@
+import { AccountType as i } from "../core/types/Account.es.js";
 import { useAccountStore as N, useAppConfig as R, useEvent as O, useGlobalCopyStore as G, useGlobalUiStore as C, useRecurringTransactionsStore as H, useTransactionStore as W } from "../common/context/hooks.es.js";
 import { useWidgetLoadTimer as k } from "../common/hooks/useWidgetLoadTimer.es.js";
 import F from "../common/components/drawer/Drawer.es.js";
 import { ANALYTICS_EVENTS as h } from "../common/constants/Analytics.es.js";
-import { AccountType as i } from "../core/types/Account.es.js";
 import x from "../common/components/Loader.es.js";
 import { WidgetContainer as P } from "../common/components/WidgetContainer.es.js";
 import { RecurringSettings as K } from "../recurringtransactions/components/shared/RecurringSettings.es.js";

package/dist/cashflow/components/SummaryTab.es.js CHANGED Viewed

@@ -1,7 +1,7 @@
 import { DATE_FORMATS_INTL as C, formatDate as D } from "../../core/constants/DateFormats.es.js";
 import { useAppConfig as T, useGlobalCopyStore as M, useWidgetContainerProvider as N } from "../../common/context/hooks.es.js";
-import { getAccountStartingBalance as R } from "../../core/utils/AccountUtils.es.js";
 import { formatCurrency as u } from "../../core/utils/NumberFormatting.es.js";
+import { getAccountStartingBalance as R } from "../../core/utils/AccountUtils.es.js";
 import L from "../../common/components/InformationTooltip.es.js";
 import { CurrencyText as b } from "../../common/components/CurrencyText.es.js";
 import { useCashflowUiStore as A } from "../context/hooks.es.js";

package/dist/common/hooks/index.d.ts CHANGED Viewed

@@ -3,5 +3,6 @@ export { useCombineEvents, useCombinePageviews } from './useCombineEvents';
 export { useInsightsEnabled } from './useInsightsEnabled';
 export { useScreenSize } from './useScreenSize';
 export { usePrevious } from './usePrevious';
+export { useRepeatingTransactionEligibility } from './useRepeatingTransactionEligibility';
 export { useWidgetHeaderStyles } from './useWidgetHeaderStyles';
 export { useWidgetLoadTimer } from './useWidgetLoadTimer';

package/dist/common/hooks/useRepeatingTransactionEligibility.d.ts ADDED Viewed

@@ -0,0 +1,6 @@
+import { Transaction } from '../../core';
+/**
+ * Eligibility filter for the repeating-transaction create flows: callers pass it to
+ * `SelectTransaction` so only transactions Sherlock could turn into a repeating one are offered.
+ */
+export declare const useRepeatingTransactionEligibility: () => ((transaction: Transaction) => boolean);

package/dist/common/hooks/useRepeatingTransactionEligibility.es.js ADDED Viewed

@@ -0,0 +1,12 @@
+import { useAccountStore as e } from "../context/hooks.es.js";
+import { isEligibleRepeatingTransaction as r } from "../../core/utils/RecurringTransactionsUtil.es.js";
+import a from "react";
+var s = () => {
+  const { accounts: i } = e();
+  return a.useCallback((t) => r(t, i.find((o) => o.guid === t.account_guid)), [i]);
+};
+export {
+  s as useRepeatingTransactionEligibility
+};
+//# sourceMappingURL=useRepeatingTransactionEligibility.es.js.map

package/dist/common/hooks/useRepeatingTransactionEligibility.es.js.map ADDED Viewed

@@ -0,0 +1 @@

+ {"version":3,"file":"useRepeatingTransactionEligibility.es.js","names":[],"sources":["../../../src/common/hooks/useRepeatingTransactionEligibility.ts"],"sourcesContent":["import React from 'react'\n\nimport type { Transaction } from '../../core'\nimport { isEligibleRepeatingTransaction } from '../../core/utils/RecurringTransactionsUtil'\nimport { useAccountStore } from '../context'\n\n/**\n * Eligibility filter for the repeating-transaction create flows: callers pass it to\n * `SelectTransaction` so only transactions Sherlock could turn into a repeating one are offered.\n */\nexport const useRepeatingTransactionEligibility = (): ((transaction: Transaction) => boolean) => {\n const { accounts } = useAccountStore()\n\n return React.useCallback(\n (transaction: Transaction) =>\n isEligibleRepeatingTransaction(\n transaction,\n accounts.find((account) => account.guid === transaction.account_guid),\n ),\n [accounts],\n )\n}\n"],"mappings":";;;AAUA,IAAa,IAAA,MAAoF;AAC/F,QAAM,EAAE,UAAA,EAAA,IAAa,EAAgB;AAErC,SAAO,EAAM,YAAA,CACV,MACC,EACE,GACA,EAAS,KAAA,CAAM,MAAY,EAAQ,SAAS,EAAY,YAAY,CACtE,GACF,CAAC,CAAQ,CACX;AACF"}