@mx-cartographer/experiences 9.6.9 → 9.6.10

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

@@ -1 +1 @@
-{"version":3,"file":"HoldingStore.es.js","names":[],"sources":["../../../src/core/stores/HoldingStore.ts"],"sourcesContent":["import { makeAutoObservable, runInAction } from 'mobx'\n\nimport { HoldingApi } from '../api'\nimport { AnalysisType } from '../constants/Investments'\nimport { type Holding } from '../types'\nimport {\n  analysisChartData,\n  analysisDetailsData,\n  holdingHasAllocationData,\n  holdingHasStyleData,\n  mapDataToPercentageGrid,\n} from '../utils/InvestmentUtil'\n\nimport { GlobalStore } from './GlobalStore'\n\nexport class HoldingStore {\n  analysisType: AnalysisType = AnalysisType.Stocks\n  api = new HoldingApi('/', '')\n  holdings: Holding[] = []\n  holdingsLoaded = false\n  globalStore: GlobalStore\n  showConnectionsWidget = false\n\n  constructor(globalStore: GlobalStore) {\n    this.globalStore = globalStore\n    this.api = new HoldingApi(globalStore.endpoint, globalStore.sessionToken, globalStore.onError)\n\n    makeAutoObservable(this)\n  }\n\n  get analysisChartData() {\n    return mapDataToPercentageGrid(analysisChartData(this.visibleHoldings), this.analysisType)\n  }\n\n  get analysisDetails() {\n    return analysisDetailsData(this.visibleHoldings)[this.analysisType] || {}\n  }\n\n  get visibleHoldings() {\n    return this.holdings.filter((holding) =>\n      this.globalStore.globalUiStore.selectedAccountGuids.includes(holding.account_guid),\n    )\n  }\n\n  // Cash counts because a cash balance renders as a synthetic donut slice.\n  get hasAllocationData() {\n    if (this.visibleHoldings.some(holdingHasAllocationData)) return true\n\n    return this.selectedInvestmentAccounts.some((account) => (account.cash_balance ?? 0) > 0)\n  }\n\n  get hasAnalysisData() {\n    return this.visibleHoldings.some(holdingHasStyleData)\n  }\n\n  get selectedInvestmentAccounts() {\n    const { selectedAccountGuids } = this.globalStore.globalUiStore\n    return this.globalStore.accountStore.visibleInvestmentAccounts.filter((account) =>\n      selectedAccountGuids.includes(account.guid),\n    )\n  }\n\n  setHoldings = (holdings: Holding[]) => {\n    this.holdings = holdings\n    this.holdingsLoaded = true\n  }\n\n  setShowConnectionsWidget = (value: boolean) => {\n    this.showConnectionsWidget = value\n  }\n\n  loadHoldings = async () => {\n    try {\n      const holdings = await this.api.getHoldings()\n      this.setHoldings(holdings)\n    } catch (error) {\n      console.error('Error occurred while getting holdings:', error)\n      this.globalStore.captureException(error, { store: 'HoldingStore' })\n    }\n  }\n\n  setAnalysisType = (analysisType: AnalysisType) => {\n    this.analysisType = analysisType\n  }\n\n  updateHoldings = async (holding: Holding) => {\n    this.holdingsLoaded = false\n    try {\n      const updatedHolding = await this.api.updateHoldings(holding)\n      const updatedIndex = this.holdings.findIndex(({ guid }) => guid === holding.guid)\n\n      if (updatedIndex >= 0) {\n        const holdings = [...this.holdings]\n        holdings[updatedIndex] = updatedHolding\n\n        runInAction(() => {\n          this.holdings = holdings\n          this.holdingsLoaded = true\n        })\n      }\n    } catch (error) {\n      console.error('Error occurred while updating holding:', error)\n      this.globalStore.captureException(error, { store: 'HoldingStore' })\n    }\n  }\n}\n"],"mappings":";;;;AAeA,IAAa,IAAb,MAA0B;AAAA,EACxB,eAA6B,EAAa;AAAA,EAC1C,MAAM,IAAI,EAAW,KAAK,EAAE;AAAA,EAC5B,WAAsB,CAAC;AAAA,EACvB,iBAAiB;AAAA,EACjB;AAAA,EACA,wBAAwB;AAAA,EAExB,YAAY,GAA0B;AACpC,SAAK,cAAc,GACnB,KAAK,MAAM,IAAI,EAAW,EAAY,UAAU,EAAY,cAAc,EAAY,OAAO,GAE7F,EAAmB,IAAI;AAAA,EACzB;AAAA,EAEA,IAAI,oBAAoB;AACtB,WAAO,EAAwB,EAAkB,KAAK,eAAe,GAAG,KAAK,YAAY;AAAA,EAC3F;AAAA,EAEA,IAAI,kBAAkB;AACpB,WAAO,EAAoB,KAAK,eAAe,EAAE,KAAK,YAAA,KAAiB,CAAC;AAAA,EAC1E;AAAA,EAEA,IAAI,kBAAkB;AACpB,WAAO,KAAK,SAAS,OAAA,CAAQ,MAC3B,KAAK,YAAY,cAAc,qBAAqB,SAAS,EAAQ,YAAY,CACnF;AAAA,EACF;AAAA,EAGA,IAAI,oBAAoB;AACtB,WAAI,KAAK,gBAAgB,KAAK,CAAwB,IAAU,KAEzD,KAAK,2BAA2B,KAAA,CAAM,OAAa,EAAQ,gBAAgB,KAAK,CAAC;AAAA,EAC1F;AAAA,EAEA,IAAI,kBAAkB;AACpB,WAAO,KAAK,gBAAgB,KAAK,CAAmB;AAAA,EACtD;AAAA,EAEA,IAAI,6BAA6B;AAC/B,UAAM,EAAE,sBAAA,EAAA,IAAyB,KAAK,YAAY;AAClD,WAAO,KAAK,YAAY,aAAa,0BAA0B,OAAA,CAAQ,MACrE,EAAqB,SAAS,EAAQ,IAAI,CAC5C;AAAA,EACF;AAAA,EAEA,cAAA,CAAe,MAAwB;AACrC,SAAK,WAAW,GAChB,KAAK,iBAAiB;AAAA,EACxB;AAAA,EAEA,2BAAA,CAA4B,MAAmB;AAC7C,SAAK,wBAAwB;AAAA,EAC/B;AAAA,EAEA,eAAe,YAAY;AACzB,QAAI;AACF,YAAM,IAAW,MAAM,KAAK,IAAI,YAAY;AAC5C,WAAK,YAAY,CAAQ;AAAA,IAC3B,SAAS,GAAO;AACd,cAAQ,MAAM,0CAA0C,CAAK,GAC7D,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,eAAe,CAAC;AAAA,IACpE;AAAA,EACF;AAAA,EAEA,kBAAA,CAAmB,MAA+B;AAChD,SAAK,eAAe;AAAA,EACtB;AAAA,EAEA,iBAAiB,OAAO,MAAqB;AAC3C,SAAK,iBAAiB;AACtB,QAAI;AACF,YAAM,IAAiB,MAAM,KAAK,IAAI,eAAe,CAAO,GACtD,IAAe,KAAK,SAAS,UAAA,CAAW,EAAE,MAAA,EAAA,MAAW,MAAS,EAAQ,IAAI;AAEhF,UAAI,KAAgB,GAAG;AACrB,cAAM,IAAW,CAAC,GAAG,KAAK,QAAQ;AAClC,QAAA,EAAS,CAAA,IAAgB,GAEzB,EAAA,MAAkB;AAChB,eAAK,WAAW,GAChB,KAAK,iBAAiB;AAAA,QACxB,CAAC;AAAA,MACH;AAAA,IACF,SAAS,GAAO;AACd,cAAQ,MAAM,0CAA0C,CAAK,GAC7D,KAAK,YAAY,iBAAiB,GAAO,EAAE,OAAO,eAAe,CAAC;AAAA,IACpE;AAAA,EACF;AACF"}
+{"version":3,"file":"HoldingStore.es.js","names":[],"sources":["../../../src/core/stores/HoldingStore.ts"],"sourcesContent":["import { makeAutoObservable, runInAction } from 'mobx'\n\nimport { HoldingApi } from '../api'\nimport { AnalysisType } from '../constants/Investments'\nimport { type Holding } from '../types'\nimport {\n  analysisChartData,\n  analysisDetailsData,\n  holdingHasAllocationData,\n  holdingHasStyleData,\n  mapDataToPercentageGrid,\n} from '../utils/InvestmentUtil'\n\nimport { GlobalStore } from './GlobalStore'\n\nexport class HoldingStore {\n  analysisType: AnalysisType = AnalysisType.Stocks\n  api = new HoldingApi('/', '')\n  holdings: Holding[] = []\n  holdingsLoaded = false\n  globalStore: GlobalStore\n  showConnectionsWidget = false\n\n  constructor(globalStore: GlobalStore) {\n    this.globalStore = globalStore\n    this.api = new HoldingApi(globalStore.endpoint, globalStore.sessionToken, globalStore.onError)\n\n    makeAutoObservable(this)\n  }\n\n  get analysisChartData() {\n    return mapDataToPercentageGrid(analysisChartData(this.visibleHoldings), this.analysisType)\n  }\n\n  get analysisDetails() {\n    return analysisDetailsData(this.visibleHoldings)[this.analysisType] || {}\n  }\n\n  get visibleHoldings() {\n    return this.holdings.filter((holding) =>\n      this.globalStore.globalUiStore.selectedAccountGuids.includes(holding.account_guid),\n    )\n  }\n\n  // Cash counts because a cash balance renders as a synthetic donut slice.\n  get hasAllocationData() {\n    if (this.visibleHoldings.some(holdingHasAllocationData)) return true\n\n    return this.selectedInvestmentAccounts.some((account) => (account.cash_balance ?? 0) > 0)\n  }\n\n  get hasAnalysisData() {\n    return this.visibleHoldings.some(holdingHasStyleData)\n  }\n\n  get selectedInvestmentAccounts() {\n    const { selectedAccountGuids } = this.globalStore.globalUiStore\n    return this.globalStore.accountStore.visibleInvestmentAccounts.filter((account) =>\n      selectedAccountGuids.includes(account.guid),\n    )\n  }\n\n  setHoldings = (holdings: Holding[]) => {\n    this.holdings = holdings\n    this.holdingsLoaded = true\n  }\n\n  setShowConnectionsWidget = (value: boolean) => {\n    this.showConnectionsWidget = value\n  }\n\n  loadHoldings = async () => {\n    try {\n      const holdings = await this.api.getHoldings()\n      this.setHoldings(holdings)\n    } catch (error) {\n      this.captureError('loadHoldings', error)\n    }\n  }\n\n  setAnalysisType = (analysisType: AnalysisType) => {\n    this.analysisType = analysisType\n  }\n\n  updateHoldings = async (holding: Holding) => {\n    this.holdingsLoaded = false\n    try {\n      const updatedHolding = await this.api.updateHoldings(holding)\n      const updatedIndex = this.holdings.findIndex(({ guid }) => guid === holding.guid)\n\n      if (updatedIndex >= 0) {\n        const holdings = [...this.holdings]\n        holdings[updatedIndex] = updatedHolding\n\n        runInAction(() => {\n          this.holdings = holdings\n          this.holdingsLoaded = true\n        })\n      }\n    } catch (error) {\n      this.captureError('updateHoldings', error)\n    }\n  }\n\n  private captureError = (action: string, error: unknown) =>\n    this.globalStore.captureException(error, { store: 'HoldingStore', action })\n}\n"],"mappings":";;;;AAeA,IAAa,IAAb,MAA0B;AAAA,EACxB,eAA6B,EAAa;AAAA,EAC1C,MAAM,IAAI,EAAW,KAAK,EAAE;AAAA,EAC5B,WAAsB,CAAC;AAAA,EACvB,iBAAiB;AAAA,EACjB;AAAA,EACA,wBAAwB;AAAA,EAExB,YAAY,GAA0B;AACpC,SAAK,cAAc,GACnB,KAAK,MAAM,IAAI,EAAW,EAAY,UAAU,EAAY,cAAc,EAAY,OAAO,GAE7F,EAAmB,IAAI;AAAA,EACzB;AAAA,EAEA,IAAI,oBAAoB;AACtB,WAAO,EAAwB,EAAkB,KAAK,eAAe,GAAG,KAAK,YAAY;AAAA,EAC3F;AAAA,EAEA,IAAI,kBAAkB;AACpB,WAAO,EAAoB,KAAK,eAAe,EAAE,KAAK,YAAA,KAAiB,CAAC;AAAA,EAC1E;AAAA,EAEA,IAAI,kBAAkB;AACpB,WAAO,KAAK,SAAS,OAAA,CAAQ,MAC3B,KAAK,YAAY,cAAc,qBAAqB,SAAS,EAAQ,YAAY,CACnF;AAAA,EACF;AAAA,EAGA,IAAI,oBAAoB;AACtB,WAAI,KAAK,gBAAgB,KAAK,CAAwB,IAAU,KAEzD,KAAK,2BAA2B,KAAA,CAAM,OAAa,EAAQ,gBAAgB,KAAK,CAAC;AAAA,EAC1F;AAAA,EAEA,IAAI,kBAAkB;AACpB,WAAO,KAAK,gBAAgB,KAAK,CAAmB;AAAA,EACtD;AAAA,EAEA,IAAI,6BAA6B;AAC/B,UAAM,EAAE,sBAAA,EAAA,IAAyB,KAAK,YAAY;AAClD,WAAO,KAAK,YAAY,aAAa,0BAA0B,OAAA,CAAQ,MACrE,EAAqB,SAAS,EAAQ,IAAI,CAC5C;AAAA,EACF;AAAA,EAEA,cAAA,CAAe,MAAwB;AACrC,SAAK,WAAW,GAChB,KAAK,iBAAiB;AAAA,EACxB;AAAA,EAEA,2BAAA,CAA4B,MAAmB;AAC7C,SAAK,wBAAwB;AAAA,EAC/B;AAAA,EAEA,eAAe,YAAY;AACzB,QAAI;AACF,YAAM,IAAW,MAAM,KAAK,IAAI,YAAY;AAC5C,WAAK,YAAY,CAAQ;AAAA,IAC3B,SAAS,GAAO;AACd,WAAK,aAAa,gBAAgB,CAAK;AAAA,IACzC;AAAA,EACF;AAAA,EAEA,kBAAA,CAAmB,MAA+B;AAChD,SAAK,eAAe;AAAA,EACtB;AAAA,EAEA,iBAAiB,OAAO,MAAqB;AAC3C,SAAK,iBAAiB;AACtB,QAAI;AACF,YAAM,IAAiB,MAAM,KAAK,IAAI,eAAe,CAAO,GACtD,IAAe,KAAK,SAAS,UAAA,CAAW,EAAE,MAAA,EAAA,MAAW,MAAS,EAAQ,IAAI;AAEhF,UAAI,KAAgB,GAAG;AACrB,cAAM,IAAW,CAAC,GAAG,KAAK,QAAQ;AAClC,QAAA,EAAS,CAAA,IAAgB,GAEzB,EAAA,MAAkB;AAChB,eAAK,WAAW,GAChB,KAAK,iBAAiB;AAAA,QACxB,CAAC;AAAA,MACH;AAAA,IACF,SAAS,GAAO;AACd,WAAK,aAAa,kBAAkB,CAAK;AAAA,IAC3C;AAAA,EACF;AAAA,EAEA,eAAA,CAAwB,GAAgB,MACtC,KAAK,YAAY,iBAAiB,GAAO;AAAA,IAAE,OAAO;AAAA,IAAgB,QAAA;AAAA,EAAO,CAAC;AAC9E"}

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

@@ -73,6 +73,7 @@ export declare class TransactionStore {
     /** Resolves `true` when the transaction was saved, `false` when the API call failed. */
     updateTransaction: (transaction: Transaction) => Promise<boolean>;
     loadEmbeddedInstanceTransactions: (fromDate: Date) => Promise<void>;
+    private captureError;
 }
 export declare class UiStore {
     beginDate: Date;

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

@@ -1,23 +1,23 @@
 import { TransactionType as T } from "../types/Transaction.es.js";
 import { endOfUtcDay as d, startOfUtcDay as g } from "../utils/DateUtil.es.js";
-import { BeatApi as l } from "../api/BeatApi.es.js";
-import { TransactionApi as h } from "../api/TransactionApi.es.js";
+import { BeatApi as h } from "../api/BeatApi.es.js";
+import { TransactionApi as l } from "../api/TransactionApi.es.js";
 import { upsertByGuid as f } from "../utils/upsertByGuid.es.js";
-import { TABLE_CONST as S } from "../constants/Table.es.js";
-import { COLUMN_NAMES as w, DEFAULT_TRANSACTION as y } from "../constants/Transaction.es.js";
-import { buildDetailedTransactions as m, flattenTransactionsWithSplits as L, sortAndFilterTransactions as E } from "../utils/TransactionUtils.es.js";
-import { endOfMonth as b } from "date-fns/endOfMonth";
-import { isBefore as x } from "date-fns/isBefore";
+import { TABLE_CONST as y } from "../constants/Table.es.js";
+import { COLUMN_NAMES as S, DEFAULT_TRANSACTION as m } from "../constants/Transaction.es.js";
+import { buildDetailedTransactions as L, flattenTransactionsWithSplits as w, sortAndFilterTransactions as D } from "../utils/TransactionUtils.es.js";
+import { endOfMonth as A } from "date-fns/endOfMonth";
+import { isBefore as R } from "date-fns/isBefore";
 import { startOfMonth as u } from "date-fns/startOfMonth";
 import { startOfToday as c } from "date-fns/startOfToday";
-import { subDays as D } from "date-fns/subDays";
-import { formatISO as A } from "date-fns/formatISO";
-import { makeAutoObservable as p, runInAction as o } from "mobx";
+import { subDays as E } from "date-fns/subDays";
+import { formatISO as B } from "date-fns/formatISO";
+import { makeAutoObservable as p, runInAction as r } from "mobx";
 var P = class {
   globalStore;
   uiStore;
-  api = new h("/", "");
-  beatApi = new l("/", "");
+  api = new l("/", "");
+  beatApi = new h("/", "");
   associatedBeats = [];
   associatedBeatsLoaded = !1;
   associatedBeatsLoading = !1;
@@ -34,14 +34,14 @@ var P = class {
   transactionRulesLoaded = !1;
   transactionRulesLoading = !1;
   transactionSplitting = !1;
-  cachedStartDate = D(c(), 90);
+  cachedStartDate = E(c(), 90);
   filter = {};
   isLoading = !0;
   alert = "";
-  sortColumn = w.DATE;
-  sortDirection = S.DESC;
+  sortColumn = S.DATE;
+  sortDirection = y.DESC;
   constructor(t) {
-    this.globalStore = t, this.uiStore = new R(), this.api = new h(t.endpoint, t.sessionToken, t.onError), this.beatApi = new l(t.endpoint, t.sessionToken, t.onError), p(this);
+    this.globalStore = t, this.uiStore = new b(), this.api = new l(t.endpoint, t.sessionToken, t.onError), this.beatApi = new h(t.endpoint, t.sessionToken, t.onError), p(this);
   }
   loadTransactionData = async () => {
     this.globalStore.accountStore.isAccountDataLoaded || await this.globalStore.accountStore.loadAccountData(), this.globalStore.categoryStore.categoriesLoaded || await this.globalStore.categoryStore.loadCategories(), await Promise.all([
@@ -56,13 +56,13 @@ var P = class {
     return this.associatedBeatsLoaded && this.tagsLoaded && this.taggingsLoaded && this.transactionRulesLoaded && this.transactionsLoaded;
   }
   get detailedTransactions() {
-    return this.isTransactionDataLoaded ? m(this.transactions, this.globalStore.accountStore.visibleAccounts, this.globalStore.categoryStore.categories, this.taggings, this.globalStore.copyStore.copy.categories) : [];
+    return this.isTransactionDataLoaded ? L(this.transactions, this.globalStore.accountStore.visibleAccounts, this.globalStore.categoryStore.categories, this.taggings, this.globalStore.copyStore.copy.categories) : [];
   }
   get sortedTransactions() {
-    return E(this.filter, this.uiStore.expandedSplits, this.sortColumn, this.sortDirection, this.tags, this.detailedTransactions);
+    return D(this.filter, this.uiStore.expandedSplits, this.sortColumn, this.sortDirection, this.tags, this.detailedTransactions);
   }
   get sortedTransactionsWithSplits() {
-    return L(this.sortedTransactions, this.detailedTransactions);
+    return w(this.sortedTransactions, this.detailedTransactions);
   }
   setAssociatedBeats = (t) => {
     this.associatedBeats = t, this.associatedBeatsLoading = !1, this.associatedBeatsLoaded = !0;
@@ -86,7 +86,7 @@ var P = class {
     try {
       await this.api.addTag({ name: t }), await this.loadTags();
     } catch (a) {
-      console.error("Error occurred while adding tag:", a), this.globalStore.captureException(a, { store: "TransactionStore" });
+      this.captureError("addTag", a);
     }
   };
   addTagging = async (t, a) => {
@@ -96,7 +96,7 @@ var P = class {
         transaction_guid: a
       });
     } catch (s) {
-      console.error("Error occurred while adding tagging:", s), this.globalStore.captureException(s, { store: "TransactionStore" });
+      this.captureError("addTagging", s);
     }
   };
   addOrUpdateTransactionRule = async (t, a) => {
@@ -112,32 +112,32 @@ var P = class {
         match_description: a.description
       }), await this.loadTransactionRules(), !0;
     } catch (s) {
-      return console.error("Error occurred while adding/updating transaction rule:", s), this.globalStore.captureException(s, { store: "TransactionStore" }), !1;
+      return this.captureError("addOrUpdateTransactionRule", s), !1;
     }
   };
   addTransaction = async (t) => {
     try {
       const a = await this.api.addTransaction(t);
-      a && o(() => {
+      a && r(() => {
         this.setTransactions(f(this.transactions, a, !0));
         const s = a.transaction_type === T.CREDIT ? a.amount : -a.amount;
         this.globalStore.accountStore.updateAccountBalance(a.account_guid, s);
       });
     } catch (a) {
-      console.error("Error occurred while adding transaction:", a), this.globalStore.captureException(a, { store: "TransactionStore" });
+      this.captureError("addTransaction", a);
     }
   };
   loadAssociatedBeats = async (t) => {
     if (this.associatedBeatsLoading) return;
     this.associatedBeatsLoading = !0;
-    const a = t ? A(t, { representation: "date" }) : void 0;
+    const a = t ? B(t, { representation: "date" }) : void 0;
     try {
       const s = await this.beatApi.getBeatsWithAssociatedTransaction(a);
       this.setAssociatedBeats(s);
     } catch (s) {
-      console.error("Error occurred while loading associated beats:", s), this.globalStore.captureException(s, { store: "TransactionStore" }), this.setAssociatedBeats([]);
+      this.captureError("loadAssociatedBeats", s), this.setAssociatedBeats([]);
     } finally {
-      o(() => {
+      r(() => {
         this.associatedBeatsLoading = !1;
       });
     }
@@ -149,9 +149,9 @@ var P = class {
         const t = await this.api.getTags();
         this.setTags(t);
       } catch (t) {
-        console.error("Error occurred while loading tags:", t), this.globalStore.captureException(t, { store: "TransactionStore" });
+        this.captureError("loadTags", t);
       } finally {
-        o(() => {
+        r(() => {
           this.tagsLoading = !1;
         });
       }
@@ -164,9 +164,9 @@ var P = class {
         const t = await this.api.getTaggings();
         this.setTaggings(t);
       } catch (t) {
-        console.error("Error occurred while loading taggings:", t), this.globalStore.captureException(t, { store: "TransactionStore" }), this.setTaggings([]);
+        this.captureError("loadTaggings", t), this.setTaggings([]);
       } finally {
-        o(() => {
+        r(() => {
           this.taggingsLoading = !1;
         });
       }
@@ -179,9 +179,9 @@ var P = class {
         const t = await this.api.getTransactionRules();
         this.setTransactionRules(t);
       } catch (t) {
-        console.error("Error occurred while loading transaction rules:", t), this.globalStore.captureException(t, { store: "TransactionStore" }), this.setTransactionRules([]);
+        this.captureError("loadTransactionRules", t), this.setTransactionRules([]);
       } finally {
-        o(() => {
+        r(() => {
           this.transactionRulesLoading = !1;
         });
       }
@@ -192,13 +192,13 @@ var P = class {
       this.setIsLoading(!0), this.transactionsLoading = !0;
       try {
         const a = await this.api.getTransactionsByDateRange(g(t), d(c()));
-        this.setTransactions(a), o(() => {
+        this.setTransactions(a), r(() => {
           this.cachedStartDate = t;
         });
       } catch (a) {
-        console.error("Error occurred while loading transactions:", a), this.globalStore.captureException(a, { store: "TransactionStore" });
+        this.captureError("loadTransactions", a);
       } finally {
-        o(() => {
+        r(() => {
           this.transactionsLoading = !1;
         }), this.setIsLoading(!1);
       }
@@ -214,14 +214,14 @@ var P = class {
     try {
       await this.api.removeTag(t), await this.loadTags();
     } catch (a) {
-      console.error("Error occurred while removing tag:", a), this.globalStore.captureException(a, { store: "TransactionStore" });
+      this.captureError("removeTag", a);
     }
   };
   removeTagging = async (t) => {
     try {
       await this.api.removeTagging(t);
     } catch (a) {
-      console.error("Error occurred while removing tagging:", a), this.globalStore.captureException(a, { store: "TransactionStore" });
+      this.captureError("removeTagging", a);
     }
   };
   removeTransaction = async (t) => {
@@ -233,11 +233,11 @@ var P = class {
         s.splice(a, 1), this.setTransactions(s);
       }
     } catch (a) {
-      console.error("Error occurred while removing transaction:", a), this.globalStore.captureException(a, { store: "TransactionStore" });
+      this.captureError("removeTransaction", a);
     }
   };
   setFilter = (t) => {
-    this.filter = t, t.dateRange && x(t.dateRange.start, this.cachedStartDate) && this.loadTransactions(t.dateRange.start);
+    this.filter = t, t.dateRange && R(t.dateRange.start, this.cachedStartDate) && this.loadTransactions(t.dateRange.start);
   };
   setIsLoading = (t) => this.isLoading = t;
   splitTransaction = async (t, a) => {
@@ -246,21 +246,21 @@ var P = class {
       try {
         const s = await this.api.updateTransaction(t), e = [];
         for (let i = 0; i < a.length; i++) {
-          const n = await this.api.addTransaction(a[i]);
-          e.push(n);
+          const o = await this.api.addTransaction(a[i]);
+          e.push(o);
         }
-        const r = this.transactions.findIndex((i) => i.guid === t.guid);
-        if (r >= 0) {
-          const i = this.transactions.filter((n) => n.guid !== t.guid && n.parent_guid !== t.guid);
+        const n = this.transactions.findIndex((i) => i.guid === t.guid);
+        if (n >= 0) {
+          const i = this.transactions.filter((o) => o.guid !== t.guid && o.parent_guid !== t.guid);
           this.setTransactions([
-            ...i.slice(0, r),
+            ...i.slice(0, n),
             s,
             ...e,
-            ...i.slice(r)
+            ...i.slice(n)
           ]);
         }
       } catch (s) {
-        throw console.error("Error occurred while splitting transaction:", s), this.globalStore.captureException(s, { store: "TransactionStore" }), s;
+        throw this.captureError("splitTransaction", s), s;
       } finally {
         this.transactionSplitting = !1;
       }
@@ -268,41 +268,41 @@ var P = class {
   };
   unSplitTransaction = async (t) => {
     try {
-      const a = this.transactions.filter((r) => r.parent_guid === t);
+      const a = this.transactions.filter((n) => n.parent_guid === t);
       await this.api.removeTransactionSplit(t);
       const s = [...this.transactions];
-      a.forEach((r) => {
-        const i = s.findIndex((n) => n.guid === r.guid);
+      a.forEach((n) => {
+        const i = s.findIndex((o) => o.guid === n.guid);
         i >= 0 && s.splice(i, 1);
       });
-      const e = s.findIndex((r) => r.guid === t);
-      o(() => {
-        const r = s[e];
-        r && (r.has_been_split = !1), e >= 0 && this.setTransactions([
+      const e = s.findIndex((n) => n.guid === t);
+      r(() => {
+        const n = s[e];
+        n && (n.has_been_split = !1), e >= 0 && this.setTransactions([
           ...s.slice(0, e),
-          r,
+          n,
           ...s.slice(e + 1)
         ]);
       });
     } catch (a) {
-      console.error("Error occurred while unsplitting transaction:", a), this.globalStore.captureException(a, { store: "TransactionStore" });
+      this.captureError("unSplitTransaction", a);
     }
   };
   updateTaggings = async (t, a) => {
     try {
-      const s = this.taggings.filter((i) => i.transaction_guid === a), e = new Set(s.map((i) => i.tag_guid)), r = new Set(t);
+      const s = this.taggings.filter((i) => i.transaction_guid === a), e = new Set(s.map((i) => i.tag_guid)), n = new Set(t);
       for (const i of t) e.has(i) || await this.addTagging(i, a);
-      for (const i of s) r.has(i.tag_guid) || await this.removeTagging(i.guid);
+      for (const i of s) n.has(i.tag_guid) || await this.removeTagging(i.guid);
       await this.loadTaggings();
     } catch (s) {
-      console.error("Error occurred while updating taggings:", s), this.globalStore.captureException(s, { store: "TransactionStore" });
+      this.captureError("updateTaggings", s);
     }
   };
   updateTag = async (t) => {
     try {
       await this.api.updateTag(t), await this.loadTags();
     } catch (a) {
-      console.error("Error occurred while updating tag:", a), this.globalStore.captureException(a, { store: "TransactionStore" });
+      this.captureError("updateTag", a);
     }
   };
   updateTransaction = async (t) => {
@@ -314,7 +314,7 @@ var P = class {
         ...this.transactions.slice(s + 1)
       ]), !0;
     } catch (a) {
-      return console.error("Error occurred while updating transaction:", a), this.globalStore.captureException(a, { store: "TransactionStore" }), !1;
+      return this.captureError("updateTransaction", a), !1;
     }
   };
   loadEmbeddedInstanceTransactions = async (t) => {
@@ -322,19 +322,23 @@ var P = class {
       const a = await this.api.getTransactionsByDateRange(g(t), d(c()));
       this.cachedStartDate = t, this.transactions = a;
     } catch (a) {
-      console.error("Error occurred while loading embedded instance transactions:", a), this.globalStore.captureException(a, { store: "TransactionStore" });
+      this.captureError("loadEmbeddedInstanceTransactions", a);
     }
   };
-}, R = class {
+  captureError = (t, a) => this.globalStore.captureException(a, {
+    store: "TransactionStore",
+    action: t
+  });
+}, b = class {
   beginDate = u(/* @__PURE__ */ new Date());
-  endDate = b(/* @__PURE__ */ new Date());
+  endDate = A(/* @__PURE__ */ new Date());
   expandedSplits = [];
   height = 550;
   width = 1e3;
   shouldDisableDrawerScroll = !1;
   searchValue = "";
   selectedAccountGuids = [];
-  manualTransaction = y;
+  manualTransaction = m;
   isAmountValid = !1;
   showInsights = !1;
   constructor() {
@@ -366,7 +370,7 @@ var P = class {
 };
 export {
   P as TransactionStore,
-  R as UiStore
+  b as UiStore
 };
 
 //# sourceMappingURL=TransactionStore.es.js.map

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

@@ -1 +1 @@
-{"version":3,"file":"TransactionStore.es.js","names":[],"sources":["../../../src/core/stores/TransactionStore.ts"],"sourcesContent":["import { makeAutoObservable, runInAction } from 'mobx'\nimport { endOfMonth } from 'date-fns/endOfMonth'\nimport { formatISO } from 'date-fns/formatISO'\nimport { isBefore } from 'date-fns/isBefore'\nimport { startOfMonth } from 'date-fns/startOfMonth'\nimport { startOfToday } from 'date-fns/startOfToday'\nimport { subDays } from 'date-fns/subDays'\n\nimport { endOfUtcDay, startOfUtcDay } from '../utils/DateUtil'\n\nimport { BeatApi, TransactionApi } from '../api'\nimport { TABLE_CONST } from '../constants/Table'\nimport { COLUMN_NAMES, DEFAULT_TRANSACTION } from '../constants/Transaction'\nimport { TransactionType } from '../types'\nimport type { Beat, Tag, Tagging, Transaction, TransactionRule } from '../types'\nimport {\n  buildDetailedTransactions,\n  flattenTransactionsWithSplits,\n  sortAndFilterTransactions,\n} from '../utils/TransactionUtils'\n\nimport { GlobalStore } from './GlobalStore'\nimport { upsertByGuid } from '../utils/upsertByGuid'\n\nexport type TransactionFilter = {\n  accounts?: string[]\n  dateRange?: { start: Date; end: Date }\n  custom?: (value: Transaction) => boolean\n  searchTerm?: string\n  showSplits?: boolean\n}\n\nexport class TransactionStore {\n  globalStore: GlobalStore\n  uiStore: UiStore\n  api = new TransactionApi('/', '')\n  beatApi = new BeatApi('/', '')\n\n  associatedBeats: Beat[] = []\n  associatedBeatsLoaded: boolean = false\n  associatedBeatsLoading: boolean = false\n  transactions: Transaction[] = []\n  transactionsLoaded: boolean = false\n  transactionsLoading: boolean = false\n  taggings: Tagging[] = []\n  taggingsLoaded: boolean = false\n  taggingsLoading: boolean = false\n  tags: Tag[] = []\n  tagsLoaded: boolean = false\n  tagsLoading: boolean = false\n  transactionRules: TransactionRule[] = []\n  transactionRulesLoaded: boolean = false\n  transactionRulesLoading: boolean = false\n  transactionSplitting: boolean = false\n\n  cachedStartDate: Date = subDays(startOfToday(), 90)\n  filter: TransactionFilter = {}\n  isLoading = true\n\n  alert = ''\n\n  sortColumn = COLUMN_NAMES.DATE\n  sortDirection = TABLE_CONST.DESC\n\n  constructor(globalStore: GlobalStore) {\n    this.globalStore = globalStore\n    this.uiStore = new UiStore()\n    this.api = new TransactionApi(\n      globalStore.endpoint,\n      globalStore.sessionToken,\n      globalStore.onError,\n    )\n    this.beatApi = new BeatApi(globalStore.endpoint, globalStore.sessionToken, globalStore.onError)\n\n    makeAutoObservable(this)\n  }\n\n  loadTransactionData = async () => {\n    if (!this.globalStore.accountStore.isAccountDataLoaded) {\n      await this.globalStore.accountStore.loadAccountData()\n    }\n    if (!this.globalStore.categoryStore.categoriesLoaded) {\n      await this.globalStore.categoryStore.loadCategories()\n    }\n    await Promise.all([\n      this.loadAssociatedBeats(startOfMonth(new Date())),\n      this.loadTags(),\n      this.loadTaggings(),\n      this.loadTransactionRules(),\n      // By default loads 90 days of transactions\n      this.loadTransactions(this.cachedStartDate),\n    ])\n  }\n\n  get isTransactionDataLoaded(): boolean {\n    return (\n      this.associatedBeatsLoaded &&\n      this.tagsLoaded &&\n      this.taggingsLoaded &&\n      this.transactionRulesLoaded &&\n      this.transactionsLoaded\n    )\n  }\n\n  get detailedTransactions(): Transaction[] {\n    return this.isTransactionDataLoaded\n      ? buildDetailedTransactions(\n          this.transactions,\n          this.globalStore.accountStore.visibleAccounts,\n          this.globalStore.categoryStore.categories,\n          this.taggings,\n          this.globalStore.copyStore.copy.categories,\n        )\n      : []\n  }\n\n  get sortedTransactions(): Transaction[] {\n    return sortAndFilterTransactions(\n      this.filter,\n      this.uiStore.expandedSplits,\n      this.sortColumn,\n      this.sortDirection,\n      this.tags,\n      this.detailedTransactions,\n    )\n  }\n\n  get sortedTransactionsWithSplits(): Transaction[] {\n    return flattenTransactionsWithSplits(this.sortedTransactions, this.detailedTransactions)\n  }\n\n  setAssociatedBeats = (beats: Beat[]) => {\n    this.associatedBeats = beats\n    this.associatedBeatsLoading = false\n    this.associatedBeatsLoaded = true\n  }\n\n  setTaggings = (taggings: Tagging[]) => {\n    this.taggings = taggings\n    this.taggingsLoading = false\n    this.taggingsLoaded = true\n  }\n\n  setTags = (tags: Tag[]) => {\n    this.tags = tags\n    this.tagsLoading = false\n    this.tagsLoaded = true\n  }\n\n  setTransactionRules = (transactionRules: TransactionRule[]) => {\n    this.transactionRules = transactionRules\n    this.transactionRulesLoading = false\n    this.transactionRulesLoaded = true\n  }\n\n  setTransactions = (transactions: Transaction[]) => {\n    this.transactions = transactions\n    this.transactionsLoading = false\n    this.transactionsLoaded = true\n  }\n\n  setAlert = (alert: string) => {\n    this.alert = alert\n  }\n\n  addTag = async (name: string) => {\n    try {\n      await this.api.addTag({ name } as Tag)\n      await this.loadTags()\n    } catch (error) {\n      console.error('Error occurred while adding tag:', error)\n      this.globalStore.captureException(error, { store: 'TransactionStore' })\n    }\n  }\n\n  addTagging = async (tagGuid: string, transactionGuid: string) => {\n    try {\n      await this.api.addTagging({\n        tag_guid: tagGuid,\n        transaction_guid: transactionGuid,\n      } as Tagging)\n    } catch (error) {\n      console.error('Error occurred while adding tagging:', error)\n      this.globalStore.captureException(error, { store: 'TransactionStore' })\n    }\n  }\n\n  /** Resolves `true` when the rule was saved, `false` when an API call failed. */\n  addOrUpdateTransactionRule = async (\n    categoryGuid: string,\n    transaction: Transaction,\n  ): Promise<boolean> => {\n    try {\n      const existingRule = this.transactionRules.find(\n        (rule: TransactionRule) => rule.guid === transaction.user_transaction_rule_guid,\n      ) as TransactionRule | undefined\n\n      if (existingRule) {\n        await this.api.updateTransactionRule({\n          ...existingRule,\n          category_guid: categoryGuid,\n          description: transaction.description,\n        } as TransactionRule)\n      } else {\n        await this.api.addTransactionRule({\n          category_guid: categoryGuid,\n          description: transaction.description,\n          match_description: transaction.description,\n        } as TransactionRule)\n      }\n      await this.loadTransactionRules()\n      return true\n    } catch (error) {\n      console.error('Error occurred while adding/updating transaction rule:', error)\n      this.globalStore.captureException(error, { store: 'TransactionStore' })\n      return false\n    }\n  }\n\n  addTransaction = async (transaction: Transaction) => {\n    try {\n      const newTransaction = await this.api.addTransaction(transaction)\n\n      if (newTransaction) {\n        runInAction(() => {\n          this.setTransactions(upsertByGuid(this.transactions, newTransaction, true))\n\n          // Brokaw may insert the transaction via WebSocket, but it never\n          // updates the account balance — that only happens here.\n          // See: money-dashboard/src/util/BrokawClient.ts::handleTransactionEvents (search \"setTransactions\")\n          // If that handler ever calls updateAccountBalance, remove this call or guard on !existing.\n          const balanceChange =\n            newTransaction.transaction_type === TransactionType.CREDIT\n              ? newTransaction.amount\n              : -newTransaction.amount\n\n          this.globalStore.accountStore.updateAccountBalance(\n            newTransaction.account_guid,\n            balanceChange,\n          )\n        })\n      }\n    } catch (error) {\n      console.error('Error occurred while adding transaction:', error)\n      this.globalStore.captureException(error, { store: 'TransactionStore' })\n    }\n  }\n\n  loadAssociatedBeats = async (fromDate?: Date) => {\n    if (this.associatedBeatsLoading) return\n\n    this.associatedBeatsLoading = true\n    const fromDateISO = fromDate ? formatISO(fromDate, { representation: 'date' }) : undefined\n    try {\n      const beats = await this.beatApi.getBeatsWithAssociatedTransaction(fromDateISO)\n      this.setAssociatedBeats(beats)\n    } catch (error) {\n      console.error('Error occurred while loading associated beats:', error)\n      this.globalStore.captureException(error, { store: 'TransactionStore' })\n      this.setAssociatedBeats([])\n    } finally {\n      // Clear the in-flight flag even on failure so a later load (e.g. a widget\n      // remount) can retry instead of being no-oped by the guard above, which would\n      // leave isTransactionDataLoaded false and the list empty until a hard refresh.\n      runInAction(() => {\n        this.associatedBeatsLoading = false\n      })\n    }\n  }\n\n  loadTags = async () => {\n    if (this.tagsLoading) return\n\n    this.tagsLoading = true\n    try {\n      const tags = await this.api.getTags()\n      this.setTags(tags)\n    } catch (error) {\n      console.error('Error occurred while loading tags:', error)\n      this.globalStore.captureException(error, { store: 'TransactionStore' })\n    } finally {\n      runInAction(() => {\n        this.tagsLoading = false\n      })\n    }\n  }\n\n  loadTaggings = async () => {\n    if (this.taggingsLoading) return\n\n    this.taggingsLoading = true\n    try {\n      const taggings = await this.api.getTaggings()\n      this.setTaggings(taggings)\n    } catch (error) {\n      console.error('Error occurred while loading taggings:', error)\n      this.globalStore.captureException(error, { store: 'TransactionStore' })\n      this.setTaggings([])\n    } finally {\n      runInAction(() => {\n        this.taggingsLoading = false\n      })\n    }\n  }\n\n  loadTransactionRules = async () => {\n    if (this.transactionRulesLoading) return\n\n    this.transactionRulesLoading = true\n    try {\n      const transactionRules = await this.api.getTransactionRules()\n      this.setTransactionRules(transactionRules)\n    } catch (error) {\n      // Catch so a rejection can't abort the Promise.all in loadTransactionData.\n      console.error('Error occurred while loading transaction rules:', error)\n      this.globalStore.captureException(error, { store: 'TransactionStore' })\n      this.setTransactionRules([])\n    } finally {\n      runInAction(() => {\n        this.transactionRulesLoading = false\n      })\n    }\n  }\n\n  loadTransactions = async (startDate: Date = this.cachedStartDate) => {\n    if (this.transactionsLoading) return\n\n    this.setIsLoading(true)\n    this.transactionsLoading = true\n\n    try {\n      const transactions = await this.api.getTransactionsByDateRange(\n        startOfUtcDay(startDate),\n        endOfUtcDay(startOfToday()),\n      )\n      this.setTransactions(transactions)\n      // Advance the cache only after the range is actually loaded, so the invariant\n      // \"we hold transactions back to cachedStartDate\" always holds.\n      runInAction(() => {\n        this.cachedStartDate = startDate\n      })\n    } catch (error) {\n      console.error('Error occurred while loading transactions:', error)\n      this.globalStore.captureException(error, { store: 'TransactionStore' })\n    } finally {\n      // See loadAssociatedBeats: clear the flag on failure so retries aren't no-oped.\n      runInAction(() => {\n        this.transactionsLoading = false\n      })\n      this.setIsLoading(false)\n    }\n  }\n\n  modifyTransactionByAccountGuid = (guid: string, updates: Partial<Transaction>) => {\n    this.transactions = this.transactions.map((txn) =>\n      txn.account_guid === guid ? { ...txn, ...updates } : txn,\n    )\n  }\n\n  removeTag = async (tagGuid: string) => {\n    try {\n      await this.api.removeTag(tagGuid)\n      await this.loadTags()\n    } catch (error) {\n      console.error('Error occurred while removing tag:', error)\n      this.globalStore.captureException(error, { store: 'TransactionStore' })\n    }\n  }\n\n  removeTagging = async (taggingGuid: string) => {\n    try {\n      await this.api.removeTagging(taggingGuid)\n    } catch (error) {\n      console.error('Error occurred while removing tagging:', error)\n      this.globalStore.captureException(error, { store: 'TransactionStore' })\n    }\n  }\n\n  removeTransaction = async (transactionGuid: string) => {\n    try {\n      await this.api.removeTransaction(transactionGuid)\n\n      const index = this.transactions.findIndex((t: Transaction) => t.guid === transactionGuid)\n\n      if (index >= 0) {\n        const updatedTransactions = [...this.transactions]\n        updatedTransactions.splice(index, 1)\n        this.setTransactions(updatedTransactions)\n      }\n    } catch (error) {\n      console.error('Error occurred while removing transaction:', error)\n      this.globalStore.captureException(error, { store: 'TransactionStore' })\n    }\n  }\n\n  setFilter = (filter: TransactionFilter) => {\n    this.filter = filter\n\n    // Only reload if the new start date is prior to the cached start date; end date\n    // is always today. loadTransactions advances cachedStartDate on success, so we\n    // must not advance it here (a skipped/failed load would leave the list empty).\n    if (filter.dateRange && isBefore(filter.dateRange.start, this.cachedStartDate)) {\n      this.loadTransactions(filter.dateRange.start)\n    }\n  }\n\n  setIsLoading = (isLoading: boolean) => (this.isLoading = isLoading)\n\n  splitTransaction = async (transaction: Transaction, splits: Transaction[]) => {\n    if (this.transactionSplitting) return\n    this.transactionSplitting = true\n\n    try {\n      const updatedTransaction = await this.api.updateTransaction(transaction)\n      const children = [] as Transaction[]\n\n      for (let i = 0; i < splits.length; i++) {\n        const child = await this.api.addTransaction(splits[i])\n        children.push(child)\n      }\n\n      const index = this.transactions.findIndex((t: Transaction) => t.guid === transaction.guid)\n\n      if (index >= 0) {\n        // Remove old parent and any existing children\n        const filtered = this.transactions.filter(\n          (t) => t.guid !== transaction.guid && t.parent_guid !== transaction.guid,\n        )\n\n        // Insert updated parent + new children at original position\n        this.setTransactions([\n          ...filtered.slice(0, index),\n          updatedTransaction,\n          ...children,\n          ...filtered.slice(index),\n        ])\n      }\n    } catch (error) {\n      console.error('Error occurred while splitting transaction:', error)\n      this.globalStore.captureException(error, { store: 'TransactionStore' })\n      throw error\n    } finally {\n      this.transactionSplitting = false\n    }\n  }\n\n  unSplitTransaction = async (guid: string) => {\n    try {\n      const children = this.transactions.filter((t) => t.parent_guid === guid)\n\n      await this.api.removeTransactionSplit(guid)\n\n      // Remove children\n      const transactions = [...this.transactions]\n      children.forEach((child) => {\n        const index = transactions.findIndex((t) => t.guid === child.guid)\n\n        if (index >= 0) {\n          transactions.splice(index, 1)\n        }\n      })\n\n      // Update parent\n      const index = transactions.findIndex((t) => t.guid === guid)\n\n      runInAction(() => {\n        const transaction = transactions[index]\n        if (transaction) {\n          transaction.has_been_split = false\n        }\n\n        if (index >= 0) {\n          this.setTransactions([\n            ...transactions.slice(0, index),\n            transaction,\n            ...transactions.slice(index + 1),\n          ])\n        }\n      })\n    } catch (error) {\n      console.error('Error occurred while unsplitting transaction:', error)\n      this.globalStore.captureException(error, { store: 'TransactionStore' })\n    }\n  }\n\n  updateTaggings = async (tagGuids: string[], transactionGuid: string) => {\n    try {\n      const currentTaggings = this.taggings.filter((t) => t.transaction_guid === transactionGuid)\n\n      const currentTagGuids = new Set(currentTaggings.map((t) => t.tag_guid))\n      const incomingTagGuids = new Set(tagGuids)\n\n      // Add new taggings that don't already exist\n      for (const tagGuid of tagGuids) {\n        if (!currentTagGuids.has(tagGuid)) {\n          await this.addTagging(tagGuid, transactionGuid)\n        }\n      }\n\n      // Remove taggings that are no longer needed\n      for (const tagging of currentTaggings) {\n        if (!incomingTagGuids.has(tagging.tag_guid)) {\n          await this.removeTagging(tagging.guid)\n        }\n      }\n\n      await this.loadTaggings()\n    } catch (error) {\n      console.error('Error occurred while updating taggings:', error)\n      this.globalStore.captureException(error, { store: 'TransactionStore' })\n    }\n  }\n\n  updateTag = async (tag: Tag) => {\n    try {\n      await this.api.updateTag(tag)\n      await this.loadTags()\n    } catch (error) {\n      console.error('Error occurred while updating tag:', error)\n      this.globalStore.captureException(error, { store: 'TransactionStore' })\n    }\n  }\n\n  /** Resolves `true` when the transaction was saved, `false` when the API call failed. */\n  updateTransaction = async (transaction: Transaction): Promise<boolean> => {\n    try {\n      const updatedTransaction = await this.api.updateTransaction(transaction)\n\n      const index = this.transactions.findIndex((t: Transaction) => t.guid === transaction.guid)\n\n      if (index >= 0) {\n        this.setTransactions([\n          ...this.transactions.slice(0, index),\n          updatedTransaction,\n          ...this.transactions.slice(index + 1),\n        ])\n      }\n      return true\n    } catch (error) {\n      console.error('Error occurred while updating transaction:', error)\n      this.globalStore.captureException(error, { store: 'TransactionStore' })\n      return false\n    }\n  }\n\n  // This is used for loading the transactions list on demand, on clicking the different transactions of the insightful beats.\n  loadEmbeddedInstanceTransactions = async (fromDate: Date) => {\n    try {\n      const transactions = await this.api.getTransactionsByDateRange(\n        startOfUtcDay(fromDate),\n        endOfUtcDay(startOfToday()),\n      )\n      this.cachedStartDate = fromDate\n      this.transactions = transactions\n    } catch (error) {\n      console.error('Error occurred while loading embedded instance transactions:', error)\n      this.globalStore.captureException(error, { store: 'TransactionStore' })\n    }\n  }\n}\n\nexport class UiStore {\n  beginDate = startOfMonth(new Date())\n  endDate = endOfMonth(new Date())\n\n  expandedSplits = [] as string[]\n  height = 550\n  width = 1000\n  shouldDisableDrawerScroll = false\n\n  searchValue = ''\n  selectedAccountGuids = [] as string[]\n\n  manualTransaction: Transaction = DEFAULT_TRANSACTION\n  isAmountValid = false\n\n  showInsights = false\n\n  constructor() {\n    makeAutoObservable(this)\n  }\n\n  setDateRange = (beginDate: Date, endDate: Date) => {\n    this.beginDate = beginDate\n    this.endDate = endDate\n  }\n\n  setIsAmountValid = (valid: boolean) => (this.isAmountValid = valid)\n\n  setSearchValue = (searchValue: string) => (this.searchValue = searchValue)\n\n  setSelectedAccountGuids = (accountGuids: string[]) => (this.selectedAccountGuids = accountGuids)\n\n  setShouldDisableDrawerScroll = (shouldDisable: boolean) =>\n    (this.shouldDisableDrawerScroll = shouldDisable)\n\n  setShowInsights = (showInsights: boolean) => {\n    this.showInsights = showInsights\n  }\n\n  setSize = (height: number, width: number) => {\n    this.height = height\n    this.width = width\n  }\n\n  toggleSplit = (guid: string) => {\n    const expandedSplits = [...this.expandedSplits]\n    const index = this.expandedSplits.findIndex((splitGuid) => splitGuid === guid)\n\n    if (index >= 0) {\n      expandedSplits.splice(index, 1)\n    } else {\n      expandedSplits.push(guid)\n    }\n\n    this.expandedSplits = expandedSplits\n  }\n\n  clearExpandedSplits = () => {\n    if (this.expandedSplits.length === 0) return\n    this.expandedSplits = []\n  }\n\n  updateManualTransaction = (manualTransaction: Transaction) => {\n    this.manualTransaction = manualTransaction\n  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+{"version":3,"file":"TransactionStore.es.js","names":[],"sources":["../../../src/core/stores/TransactionStore.ts"],"sourcesContent":["import { makeAutoObservable, runInAction } from 'mobx'\nimport { endOfMonth } from 'date-fns/endOfMonth'\nimport { formatISO } from 'date-fns/formatISO'\nimport { isBefore } from 'date-fns/isBefore'\nimport { startOfMonth } from 'date-fns/startOfMonth'\nimport { startOfToday } from 'date-fns/startOfToday'\nimport { subDays } from 'date-fns/subDays'\n\nimport { endOfUtcDay, startOfUtcDay } from '../utils/DateUtil'\n\nimport { BeatApi, TransactionApi } from '../api'\nimport { TABLE_CONST } from '../constants/Table'\nimport { COLUMN_NAMES, DEFAULT_TRANSACTION } from '../constants/Transaction'\nimport { TransactionType } from '../types'\nimport type { Beat, Tag, Tagging, Transaction, TransactionRule } from '../types'\nimport {\n  buildDetailedTransactions,\n  flattenTransactionsWithSplits,\n  sortAndFilterTransactions,\n} from '../utils/TransactionUtils'\n\nimport { GlobalStore } from './GlobalStore'\nimport { upsertByGuid } from '../utils/upsertByGuid'\n\nexport type TransactionFilter = {\n  accounts?: string[]\n  dateRange?: { start: Date; end: Date }\n  custom?: (value: Transaction) => boolean\n  searchTerm?: string\n  showSplits?: boolean\n}\n\nexport class TransactionStore {\n  globalStore: GlobalStore\n  uiStore: UiStore\n  api = new TransactionApi('/', '')\n  beatApi = new BeatApi('/', '')\n\n  associatedBeats: Beat[] = []\n  associatedBeatsLoaded: boolean = false\n  associatedBeatsLoading: boolean = false\n  transactions: Transaction[] = []\n  transactionsLoaded: boolean = false\n  transactionsLoading: boolean = false\n  taggings: Tagging[] = []\n  taggingsLoaded: boolean = false\n  taggingsLoading: boolean = false\n  tags: Tag[] = []\n  tagsLoaded: boolean = false\n  tagsLoading: boolean = false\n  transactionRules: TransactionRule[] = []\n  transactionRulesLoaded: boolean = false\n  transactionRulesLoading: boolean = false\n  transactionSplitting: boolean = false\n\n  cachedStartDate: Date = subDays(startOfToday(), 90)\n  filter: TransactionFilter = {}\n  isLoading = true\n\n  alert = ''\n\n  sortColumn = COLUMN_NAMES.DATE\n  sortDirection = TABLE_CONST.DESC\n\n  constructor(globalStore: GlobalStore) {\n    this.globalStore = globalStore\n    this.uiStore = new UiStore()\n    this.api = new TransactionApi(\n      globalStore.endpoint,\n      globalStore.sessionToken,\n      globalStore.onError,\n    )\n    this.beatApi = new BeatApi(globalStore.endpoint, globalStore.sessionToken, globalStore.onError)\n\n    makeAutoObservable(this)\n  }\n\n  loadTransactionData = async () => {\n    if (!this.globalStore.accountStore.isAccountDataLoaded) {\n      await this.globalStore.accountStore.loadAccountData()\n    }\n    if (!this.globalStore.categoryStore.categoriesLoaded) {\n      await this.globalStore.categoryStore.loadCategories()\n    }\n    await Promise.all([\n      this.loadAssociatedBeats(startOfMonth(new Date())),\n      this.loadTags(),\n      this.loadTaggings(),\n      this.loadTransactionRules(),\n      // By default loads 90 days of transactions\n      this.loadTransactions(this.cachedStartDate),\n    ])\n  }\n\n  get isTransactionDataLoaded(): boolean {\n    return (\n      this.associatedBeatsLoaded &&\n      this.tagsLoaded &&\n      this.taggingsLoaded &&\n      this.transactionRulesLoaded &&\n      this.transactionsLoaded\n    )\n  }\n\n  get detailedTransactions(): Transaction[] {\n    return this.isTransactionDataLoaded\n      ? buildDetailedTransactions(\n          this.transactions,\n          this.globalStore.accountStore.visibleAccounts,\n          this.globalStore.categoryStore.categories,\n          this.taggings,\n          this.globalStore.copyStore.copy.categories,\n        )\n      : []\n  }\n\n  get sortedTransactions(): Transaction[] {\n    return sortAndFilterTransactions(\n      this.filter,\n      this.uiStore.expandedSplits,\n      this.sortColumn,\n      this.sortDirection,\n      this.tags,\n      this.detailedTransactions,\n    )\n  }\n\n  get sortedTransactionsWithSplits(): Transaction[] {\n    return flattenTransactionsWithSplits(this.sortedTransactions, this.detailedTransactions)\n  }\n\n  setAssociatedBeats = (beats: Beat[]) => {\n    this.associatedBeats = beats\n    this.associatedBeatsLoading = false\n    this.associatedBeatsLoaded = true\n  }\n\n  setTaggings = (taggings: Tagging[]) => {\n    this.taggings = taggings\n    this.taggingsLoading = false\n    this.taggingsLoaded = true\n  }\n\n  setTags = (tags: Tag[]) => {\n    this.tags = tags\n    this.tagsLoading = false\n    this.tagsLoaded = true\n  }\n\n  setTransactionRules = (transactionRules: TransactionRule[]) => {\n    this.transactionRules = transactionRules\n    this.transactionRulesLoading = false\n    this.transactionRulesLoaded = true\n  }\n\n  setTransactions = (transactions: Transaction[]) => {\n    this.transactions = transactions\n    this.transactionsLoading = false\n    this.transactionsLoaded = true\n  }\n\n  setAlert = (alert: string) => {\n    this.alert = alert\n  }\n\n  addTag = async (name: string) => {\n    try {\n      await this.api.addTag({ name } as Tag)\n      await this.loadTags()\n    } catch (error) {\n      this.captureError('addTag', error)\n    }\n  }\n\n  addTagging = async (tagGuid: string, transactionGuid: string) => {\n    try {\n      await this.api.addTagging({\n        tag_guid: tagGuid,\n        transaction_guid: transactionGuid,\n      } as Tagging)\n    } catch (error) {\n      this.captureError('addTagging', error)\n    }\n  }\n\n  /** Resolves `true` when the rule was saved, `false` when an API call failed. */\n  addOrUpdateTransactionRule = async (\n    categoryGuid: string,\n    transaction: Transaction,\n  ): Promise<boolean> => {\n    try {\n      const existingRule = this.transactionRules.find(\n        (rule: TransactionRule) => rule.guid === transaction.user_transaction_rule_guid,\n      ) as TransactionRule | undefined\n\n      if (existingRule) {\n        await this.api.updateTransactionRule({\n          ...existingRule,\n          category_guid: categoryGuid,\n          description: transaction.description,\n        } as TransactionRule)\n      } else {\n        await this.api.addTransactionRule({\n          category_guid: categoryGuid,\n          description: transaction.description,\n          match_description: transaction.description,\n        } as TransactionRule)\n      }\n      await this.loadTransactionRules()\n      return true\n    } catch (error) {\n      this.captureError('addOrUpdateTransactionRule', error)\n      return false\n    }\n  }\n\n  addTransaction = async (transaction: Transaction) => {\n    try {\n      const newTransaction = await this.api.addTransaction(transaction)\n\n      if (newTransaction) {\n        runInAction(() => {\n          this.setTransactions(upsertByGuid(this.transactions, newTransaction, true))\n\n          // Brokaw may insert the transaction via WebSocket, but it never\n          // updates the account balance — that only happens here.\n          // See: money-dashboard/src/util/BrokawClient.ts::handleTransactionEvents (search \"setTransactions\")\n          // If that handler ever calls updateAccountBalance, remove this call or guard on !existing.\n          const balanceChange =\n            newTransaction.transaction_type === TransactionType.CREDIT\n              ? newTransaction.amount\n              : -newTransaction.amount\n\n          this.globalStore.accountStore.updateAccountBalance(\n            newTransaction.account_guid,\n            balanceChange,\n          )\n        })\n      }\n    } catch (error) {\n      this.captureError('addTransaction', error)\n    }\n  }\n\n  loadAssociatedBeats = async (fromDate?: Date) => {\n    if (this.associatedBeatsLoading) return\n\n    this.associatedBeatsLoading = true\n    const fromDateISO = fromDate ? formatISO(fromDate, { representation: 'date' }) : undefined\n    try {\n      const beats = await this.beatApi.getBeatsWithAssociatedTransaction(fromDateISO)\n      this.setAssociatedBeats(beats)\n    } catch (error) {\n      this.captureError('loadAssociatedBeats', error)\n      this.setAssociatedBeats([])\n    } finally {\n      // Clear the in-flight flag even on failure so a later load (e.g. a widget\n      // remount) can retry instead of being no-oped by the guard above, which would\n      // leave isTransactionDataLoaded false and the list empty until a hard refresh.\n      runInAction(() => {\n        this.associatedBeatsLoading = false\n      })\n    }\n  }\n\n  loadTags = async () => {\n    if (this.tagsLoading) return\n\n    this.tagsLoading = true\n    try {\n      const tags = await this.api.getTags()\n      this.setTags(tags)\n    } catch (error) {\n      this.captureError('loadTags', error)\n    } finally {\n      runInAction(() => {\n        this.tagsLoading = false\n      })\n    }\n  }\n\n  loadTaggings = async () => {\n    if (this.taggingsLoading) return\n\n    this.taggingsLoading = true\n    try {\n      const taggings = await this.api.getTaggings()\n      this.setTaggings(taggings)\n    } catch (error) {\n      this.captureError('loadTaggings', error)\n      this.setTaggings([])\n    } finally {\n      runInAction(() => {\n        this.taggingsLoading = false\n      })\n    }\n  }\n\n  loadTransactionRules = async () => {\n    if (this.transactionRulesLoading) return\n\n    this.transactionRulesLoading = true\n    try {\n      const transactionRules = await this.api.getTransactionRules()\n      this.setTransactionRules(transactionRules)\n    } catch (error) {\n      // Catch so a rejection can't abort the Promise.all in loadTransactionData.\n      this.captureError('loadTransactionRules', error)\n      this.setTransactionRules([])\n    } finally {\n      runInAction(() => {\n        this.transactionRulesLoading = false\n      })\n    }\n  }\n\n  loadTransactions = async (startDate: Date = this.cachedStartDate) => {\n    if (this.transactionsLoading) return\n\n    this.setIsLoading(true)\n    this.transactionsLoading = true\n\n    try {\n      const transactions = await this.api.getTransactionsByDateRange(\n        startOfUtcDay(startDate),\n        endOfUtcDay(startOfToday()),\n      )\n      this.setTransactions(transactions)\n      // Advance the cache only after the range is actually loaded, so the invariant\n      // \"we hold transactions back to cachedStartDate\" always holds.\n      runInAction(() => {\n        this.cachedStartDate = startDate\n      })\n    } catch (error) {\n      this.captureError('loadTransactions', error)\n    } finally {\n      // See loadAssociatedBeats: clear the flag on failure so retries aren't no-oped.\n      runInAction(() => {\n        this.transactionsLoading = false\n      })\n      this.setIsLoading(false)\n    }\n  }\n\n  modifyTransactionByAccountGuid = (guid: string, updates: Partial<Transaction>) => {\n    this.transactions = this.transactions.map((txn) =>\n      txn.account_guid === guid ? { ...txn, ...updates } : txn,\n    )\n  }\n\n  removeTag = async (tagGuid: string) => {\n    try {\n      await this.api.removeTag(tagGuid)\n      await this.loadTags()\n    } catch (error) {\n      this.captureError('removeTag', error)\n    }\n  }\n\n  removeTagging = async (taggingGuid: string) => {\n    try {\n      await this.api.removeTagging(taggingGuid)\n    } catch (error) {\n      this.captureError('removeTagging', error)\n    }\n  }\n\n  removeTransaction = async (transactionGuid: string) => {\n    try {\n      await this.api.removeTransaction(transactionGuid)\n\n      const index = this.transactions.findIndex((t: Transaction) => t.guid === transactionGuid)\n\n      if (index >= 0) {\n        const updatedTransactions = [...this.transactions]\n        updatedTransactions.splice(index, 1)\n        this.setTransactions(updatedTransactions)\n      }\n    } catch (error) {\n      this.captureError('removeTransaction', error)\n    }\n  }\n\n  setFilter = (filter: TransactionFilter) => {\n    this.filter = filter\n\n    // Only reload if the new start date is prior to the cached start date; end date\n    // is always today. loadTransactions advances cachedStartDate on success, so we\n    // must not advance it here (a skipped/failed load would leave the list empty).\n    if (filter.dateRange && isBefore(filter.dateRange.start, this.cachedStartDate)) {\n      this.loadTransactions(filter.dateRange.start)\n    }\n  }\n\n  setIsLoading = (isLoading: boolean) => (this.isLoading = isLoading)\n\n  splitTransaction = async (transaction: Transaction, splits: Transaction[]) => {\n    if (this.transactionSplitting) return\n    this.transactionSplitting = true\n\n    try {\n      const updatedTransaction = await this.api.updateTransaction(transaction)\n      const children = [] as Transaction[]\n\n      for (let i = 0; i < splits.length; i++) {\n        const child = await this.api.addTransaction(splits[i])\n        children.push(child)\n      }\n\n      const index = this.transactions.findIndex((t: Transaction) => t.guid === transaction.guid)\n\n      if (index >= 0) {\n        // Remove old parent and any existing children\n        const filtered = this.transactions.filter(\n          (t) => t.guid !== transaction.guid && t.parent_guid !== transaction.guid,\n        )\n\n        // Insert updated parent + new children at original position\n        this.setTransactions([\n          ...filtered.slice(0, index),\n          updatedTransaction,\n          ...children,\n          ...filtered.slice(index),\n        ])\n      }\n    } catch (error) {\n      this.captureError('splitTransaction', error)\n      throw error\n    } finally {\n      this.transactionSplitting = false\n    }\n  }\n\n  unSplitTransaction = async (guid: string) => {\n    try {\n      const children = this.transactions.filter((t) => t.parent_guid === guid)\n\n      await this.api.removeTransactionSplit(guid)\n\n      // Remove children\n      const transactions = [...this.transactions]\n      children.forEach((child) => {\n        const index = transactions.findIndex((t) => t.guid === child.guid)\n\n        if (index >= 0) {\n          transactions.splice(index, 1)\n        }\n      })\n\n      // Update parent\n      const index = transactions.findIndex((t) => t.guid === guid)\n\n      runInAction(() => {\n        const transaction = transactions[index]\n        if (transaction) {\n          transaction.has_been_split = false\n        }\n\n        if (index >= 0) {\n          this.setTransactions([\n            ...transactions.slice(0, index),\n            transaction,\n            ...transactions.slice(index + 1),\n          ])\n        }\n      })\n    } catch (error) {\n      this.captureError('unSplitTransaction', error)\n    }\n  }\n\n  updateTaggings = async (tagGuids: string[], transactionGuid: string) => {\n    try {\n      const currentTaggings = this.taggings.filter((t) => t.transaction_guid === transactionGuid)\n\n      const currentTagGuids = new Set(currentTaggings.map((t) => t.tag_guid))\n      const incomingTagGuids = new Set(tagGuids)\n\n      // Add new taggings that don't already exist\n      for (const tagGuid of tagGuids) {\n        if (!currentTagGuids.has(tagGuid)) {\n          await this.addTagging(tagGuid, transactionGuid)\n        }\n      }\n\n      // Remove taggings that are no longer needed\n      for (const tagging of currentTaggings) {\n        if (!incomingTagGuids.has(tagging.tag_guid)) {\n          await this.removeTagging(tagging.guid)\n        }\n      }\n\n      await this.loadTaggings()\n    } catch (error) {\n      this.captureError('updateTaggings', error)\n    }\n  }\n\n  updateTag = async (tag: Tag) => {\n    try {\n      await this.api.updateTag(tag)\n      await this.loadTags()\n    } catch (error) {\n      this.captureError('updateTag', error)\n    }\n  }\n\n  /** Resolves `true` when the transaction was saved, `false` when the API call failed. */\n  updateTransaction = async (transaction: Transaction): Promise<boolean> => {\n    try {\n      const updatedTransaction = await this.api.updateTransaction(transaction)\n\n      const index = this.transactions.findIndex((t: Transaction) => t.guid === transaction.guid)\n\n      if (index >= 0) {\n        this.setTransactions([\n          ...this.transactions.slice(0, index),\n          updatedTransaction,\n          ...this.transactions.slice(index + 1),\n        ])\n      }\n      return true\n    } catch (error) {\n      this.captureError('updateTransaction', error)\n      return false\n    }\n  }\n\n  // This is used for loading the transactions list on demand, on clicking the different transactions of the insightful beats.\n  loadEmbeddedInstanceTransactions = async (fromDate: Date) => {\n    try {\n      const transactions = await this.api.getTransactionsByDateRange(\n        startOfUtcDay(fromDate),\n        endOfUtcDay(startOfToday()),\n      )\n      this.cachedStartDate = fromDate\n      this.transactions = transactions\n    } catch (error) {\n      this.captureError('loadEmbeddedInstanceTransactions', error)\n    }\n  }\n\n  private captureError = (action: string, error: unknown) =>\n    this.globalStore.captureException(error, { store: 'TransactionStore', action })\n}\n\nexport class UiStore {\n  beginDate = startOfMonth(new Date())\n  endDate = endOfMonth(new Date())\n\n  expandedSplits = [] as string[]\n  height = 550\n  width = 1000\n  shouldDisableDrawerScroll = false\n\n  searchValue = ''\n  selectedAccountGuids = [] as string[]\n\n  manualTransaction: Transaction = DEFAULT_TRANSACTION\n  isAmountValid = false\n\n  showInsights = false\n\n  constructor() {\n    makeAutoObservable(this)\n  }\n\n  setDateRange = (beginDate: Date, endDate: Date) => {\n    this.beginDate = beginDate\n    this.endDate = endDate\n  }\n\n  setIsAmountValid = (valid: boolean) => (this.isAmountValid = valid)\n\n  setSearchValue = (searchValue: string) => (this.searchValue = searchValue)\n\n  setSelectedAccountGuids = (accountGuids: string[]) => (this.selectedAccountGuids = accountGuids)\n\n  setShouldDisableDrawerScroll = (shouldDisable: boolean) =>\n    (this.shouldDisableDrawerScroll = shouldDisable)\n\n  setShowInsights = (showInsights: boolean) => {\n    this.showInsights = showInsights\n  }\n\n  setSize = (height: number, width: number) => {\n    this.height = height\n    this.width = width\n  }\n\n  toggleSplit = (guid: string) => {\n    const expandedSplits = [...this.expandedSplits]\n    const index = this.expandedSplits.findIndex((splitGuid) => splitGuid === guid)\n\n    if (index >= 0) {\n      expandedSplits.splice(index, 1)\n    } else {\n      expandedSplits.push(guid)\n    }\n\n    this.expandedSplits = expandedSplits\n  }\n\n  clearExpandedSplits = () => {\n    if (this.expandedSplits.length === 0) return\n    this.expandedSplits = []\n  }\n\n  updateManualTransaction = (manualTransaction: Transaction) => {\n    this.manualTransaction = manualTransaction\n  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package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@mx-cartographer/experiences",
-  "version": "9.6.9",
+  "version": "9.6.10",
   "description": "Library containing experience widgets",
   "author": "MX",
   "license": "MIT",