@mx-cartographer/experiences 9.7.106 → 9.7.107

package/CHANGELOG.md

@@ -1,3 +1,8 @@
+## [9.7.107] - 11-05-2026
+
+- **FIXED** - The Savings Account Balance Summary "Savings Contributions" drawer reads its bars, trend and accounts from the beat's `drilldown_data` (`resolveSavingsContributionsSlotData`) instead of `instance_slot.data` and the beat, and fails closed: a beat whose `drilldown_data` names no savings account lists no transactions instead of every account (WEC-2023)
+- **FIXED** - A Transaction History chart drawer with no bars lists no transactions instead of keeping the store's default (every account) or a previous drawer's filter (WEC-2023)
+
 ## [9.7.106] - 11-05-2026
 
 - **ADDED** - Micro Deposits on Insights 2.0: the deposits as green credits, and a Deposit History drawer (WEC-2109)

package/dist/insights-v2/actionBlocks/TransactionHistoryBlock/TransactionHistoryBlock.es.js

@@ -19,7 +19,7 @@ import { observer as Pt } from "mobx-react-lite";
 import { Fragment as Vt, jsx as r, jsxs as zt } from "react/jsx-runtime";
 import { useTheme as Ut } from "@mui/material/styles";
 var pe = Pt(({ beat: s }) => {
-  const D = Ut(), { actionDrawer: B, setActionContext: S } = yt(), { insights_payload: c } = s, V = Rt(B, c?.primary_cta, c?.secondary_cta, c?.in_description_cta)?.variant, { top: e, filterMode: u, header: z, colors: U, filterStrategy: W, tipSection: L, subTabAriaLabels: Y, slotData: $, beatTransactions: q, hideListHeader: J } = Ft(V ?? ""), { instanceSlotData: a, beatTransactions: g, spendCategoryGuids: v, allAccountGuids: I, categoryName: Q, displayedDateRange: f, transactionStore: X } = Nt(s, {
+  const D = Ut(), { actionDrawer: B, setActionContext: S } = yt(), { insights_payload: c } = s, V = Rt(B, c?.primary_cta, c?.secondary_cta, c?.in_description_cta)?.variant, { top: e, filterMode: u, header: z, colors: U, filterStrategy: W, tipSection: L, subTabAriaLabels: Y, slotData: $, beatTransactions: q, hideListHeader: J } = Ft(V ?? ""), { instanceSlotData: a, beatTransactions: g, spendCategoryGuids: v, allAccountGuids: I, categoryName: Q, displayedDateRange: h, transactionStore: X } = Nt(s, {
     slotData: $,
     beatTransactions: q
   }), { common: Z, insights_feed: n } = Tt(), { isCopyLoaded: tt } = Ct(), [et, x] = m(!1), [ot, at] = m(!1), E = It(), { dataSeries: p, chartData: b, comparisonBars: i } = Gt({
@@ -44,11 +44,16 @@ var pe = Pt(({ beat: s }) => {
     isLastTab: t === l.length - 1,
     instanceSlotData: a,
     spendCategoryGuids: v,
-    displayedDateRange: f
+    displayedDateRange: h
   }), lt = g.map((t) => t.guid).join(","), ct = v.join(","), dt = I.join(","), mt = e === "list" || e === "tabsOnly" || e === "monthTabs" || p.length > 0, j = () => {
-    u !== "store" || !mt || X.setFilter(kt(C(o), {
+    if (u !== "store") return;
+    const t = mt ? C(o) : {
+      accounts: [],
+      custom: () => !1
+    };
+    X.setFilter(kt(t, {
       allAccountGuids: I,
-      displayedDateRange: f
+      displayedDateRange: h
     }));
   };
   Mt(() => {
@@ -60,7 +65,7 @@ var pe = Pt(({ beat: s }) => {
     u,
     p.length,
     a,
-    f,
+    h,
     ct,
     dt,
     lt,
@@ -76,9 +81,9 @@ var pe = Pt(({ beat: s }) => {
   const [H, w] = a?.legends ?? [], ut = u === "local" ? (t) => C(t).custom ?? (() => !0) : void 0, { transactions: gt, projectedTransaction: A } = wt(g), pt = u === "local" ? gt : void 0, k = n.general.projected_amount, bt = A && k && C(o).custom?.(A) ? {
     heading: k,
     transaction: A
-  } : void 0, N = (t, h) => {
-    E(P.DRAWER_CHART_BAR_CLICKED), _(t), h !== void 0 && O(h);
-  }, ht = (t) => {
+  } : void 0, N = (t, f) => {
+    E(P.DRAWER_CHART_BAR_CLICKED), _(t), f !== void 0 && O(f);
+  }, ft = (t) => {
     E(P.TAB_SELECTED), _(t);
   }, K = d ? Et([{
     ...H,
@@ -86,9 +91,9 @@ var pe = Pt(({ beat: s }) => {
   }, {
     ...w,
     value: i[o]?.comparison
-  }]) : void 0, ft = Y?.(n) ?? [], M = d ? (K ?? []).map((t, h) => ({
+  }]) : void 0, ht = Y?.(n) ?? [], M = d ? (K ?? []).map((t, f) => ({
     label: t.label,
-    ariaLabel: ft[h]
+    ariaLabel: ht[f]
   })) : nt ? p.flatMap((t) => t.localized_label ? [{ label: t.localized_label }] : []) : [], _t = d || e === "singleBar" || e === "upcomingBill" ? l.length ? d ? /* @__PURE__ */ r(xt, {
     bars: i,
     colors: G,
@@ -122,7 +127,7 @@ var pe = Pt(({ beat: s }) => {
     projectedRow: bt,
     heading: y?.heading,
     icon: y?.icon,
-    onSelectionChange: ht,
+    onSelectionChange: ft,
     selectedIndex: o,
     subHeadingText: y?.subHeadingText,
     tabs: l,

package/dist/insights-v2/actionBlocks/TransactionHistoryBlock/TransactionHistoryBlock.es.js.map

@@ -1 +1 @@
-{"version":3,"file":"TransactionHistoryBlock.es.js","names":[],"sources":["../../../../src/insights-v2/actionBlocks/TransactionHistoryBlock/TransactionHistoryBlock.tsx"],"sourcesContent":["import { useLayoutEffect, useState } from 'react'\n\nimport { useTheme } from '@mui/material/styles'\nimport { observer } from 'mobx-react-lite'\n\nimport type { Beat, DataSeries, Transaction } from '../../../core'\nimport { formatCurrency } from '../../../core/utils/NumberFormatting'\nimport { ANALYTICS_EVENTS_CONFIG, useAnalyticsEvent } from '../../analytics'\nimport { BarChartV2 } from '../../components/chartblocks/BarchartV2'\nimport { DoubleBarChart } from '../../components/chartblocks/DoubleBarChart'\nimport { EmptyBarChart } from '../../components/chartblocks/EmptyBarChart'\nimport { BAR_ARIA_LABEL } from '../../blocks/ChartBlocks/BarchartBlock/utils'\nimport {\n  COMPARISON_BAR_ARIA_LABEL,\n  toLegendItems,\n} from '../../blocks/ChartBlocks/DoubleBarChartBlock/comparisonUtils'\n\nimport { TransactionDrillDown } from './TransactionDrillDown'\nimport { useTransactionHistory } from './useTransactionHistory'\nimport {\n  getDefaultSelection,\n  getDrillDownConfig,\n  getFlattenedDataSeries,\n  resolveDrillDownSubHeader,\n  splitProjectedTransaction,\n  toStoreFilter,\n} from './utils'\nimport {\n  Drawer,\n  useInsightsV2Store,\n  useGlobalCopyStore,\n  useGlobalUiStore,\n  Loader,\n} from '../../../common'\nimport { TransactionDetailsBlock } from '../TransactionDetailsBlock'\nimport { getDynamicCtaBasedOnTriggers } from '../util'\n\ninterface TransactionHistoryProp {\n  beat: Beat\n}\n\nexport const TransactionHistoryBlock = observer(({ beat }: TransactionHistoryProp) => {\n  const theme = useTheme()\n\n  const { actionDrawer, setActionContext } = useInsightsV2Store()\n\n  const { insights_payload } = beat\n\n  const dynamicCtaVariant = getDynamicCtaBasedOnTriggers(\n    actionDrawer,\n    insights_payload?.primary_cta,\n    insights_payload?.secondary_cta,\n    insights_payload?.in_description_cta,\n  )?.variant\n\n  const {\n    top,\n    filterMode,\n    header,\n    colors,\n    filterStrategy,\n    tipSection,\n    subTabAriaLabels,\n    slotData,\n    beatTransactions: resolveBeatTransactions,\n    hideListHeader,\n  } = getDrillDownConfig(dynamicCtaVariant ?? '')\n\n  const {\n    instanceSlotData,\n    beatTransactions,\n    spendCategoryGuids,\n    allAccountGuids,\n    categoryName,\n    displayedDateRange,\n    transactionStore,\n  } = useTransactionHistory(beat, { slotData, beatTransactions: resolveBeatTransactions })\n\n  const { common: commonCopy, insights_feed: insightsCopy } = useGlobalCopyStore()\n\n  const { isCopyLoaded } = useGlobalUiStore()\n\n  const [isTransactionDetailsOpen, setIsTransactionDetailsOpen] = useState(false)\n\n  const [closeTipSection, setCloseTipSection] = useState(false)\n\n  const fireAnalyticsEvent = useAnalyticsEvent()\n\n  // `getFlattenedDataSeries` runs ahead of the copy-loaded guard below, hence the literal fallback.\n  const { dataSeries, chartData, comparisonBars } = getFlattenedDataSeries({\n    data: instanceSlotData?.data_series as DataSeries,\n    ariaLabel:\n      top === 'doubleBar'\n        ? (insightsCopy?.general?.in_month_you_had_a_category_of_amount ??\n          COMPARISON_BAR_ARIA_LABEL)\n        : BAR_ARIA_LABEL,\n    top,\n    beatTransactions,\n  })\n\n  const isDoubleBar = top === 'doubleBar'\n  const isTabsOnly = top === 'tabsOnly'\n  // The drawer's columns (and tabs): the double bar's month pairs, or the single bar's bars.\n  const bars = isDoubleBar ? comparisonBars : chartData\n\n  const { chartBarIndex, subTabIndex } = getDefaultSelection({\n    chartTabCount: chartData.length,\n    comparisonTabCount: comparisonBars.length,\n    actionDrawer,\n    beatGuid: beat.guid,\n  })\n\n  const [selectedIndex, setSelectedIndex] = useState(chartBarIndex)\n  // The double-bar drawer's series tab (0 = main, e.g. Spend; 1 = comparison, e.g. Income).\n  const [subIndex, setSubIndex] = useState(subTabIndex)\n\n  // Bars built from the transaction store (Upcoming Bill's paid bills) can arrive after the drawer\n  // opens: re-select the default when the bar count changes. Payload-built bars never change count.\n  const [defaultedTabCount, setDefaultedTabCount] = useState(bars.length)\n  if (bars.length !== defaultedTabCount) {\n    setDefaultedTabCount(bars.length)\n    setSelectedIndex(chartBarIndex)\n  }\n\n  const resolveFilter = (index: number) =>\n    filterStrategy({\n      beat,\n      beatTransactions,\n      dataSeries,\n      comparisonBars,\n      selectedIndex: index,\n      subIndex,\n      isLastTab: index === bars.length - 1,\n      instanceSlotData,\n      spendCategoryGuids,\n      displayedDateRange,\n    })\n\n  // Apply the current selection's filter. Store variants route through the store filter; local\n  // (upcomingBill) variants filter beatTransactions directly and only backfill the cache when the\n  // Stable primitive keys for the collections below: beatTransactions/spendCategoryGuids/\n  // allAccountGuids are recomputed (new array identity) every render, so depending on them directly\n  // re-fires the effect each render (REVIEW.md MEW-3732). Key on content instead.\n  const beatTransactionGuidsKey = beatTransactions.map((transaction) => transaction.guid).join(',')\n  const spendCategoryGuidsKey = spendCategoryGuids.join(',')\n  const allAccountGuidsKey = allAccountGuids.join(',')\n\n  // Re-applies the current selection's filter to the shared transactionStore. Called both by the\n  // effect below (on selection change) and when the nested TransactionDetailsBlock drawer closes:\n  // AddMerchantBudgetAction (opened from within that drawer) overwrites transactionStore.filter\n  // with a merchant_guid-only filter while its own drawer is open, and never restores it — leaving\n  // the row list stuck showing only that one merchant's transactions after backing all the way out.\n  // Re-running this on close re-derives the filter fresh instead of relying on whatever the nested\n  // drawers left behind.\n  // A `list`, `tabsOnly` or `monthTabs` drawer applies its filter even with no bars or rows.\n  const canApplyFilter =\n    top === 'list' || top === 'tabsOnly' || top === 'monthTabs' || dataSeries.length > 0\n  const applyCurrentSelectionFilter = () => {\n    if (filterMode !== 'store' || !canApplyFilter) return\n    transactionStore.setFilter(\n      toStoreFilter(resolveFilter(selectedIndex), { allAccountGuids, displayedDateRange }),\n    )\n  }\n\n  // store variants route the selection through the shared store filter; local (upcomingBill) variants\n  // filter beatTransactions directly, so there's nothing to push to the store for them.\n  useLayoutEffect(() => {\n    applyCurrentSelectionFilter()\n  }, [\n    beat.guid,\n    selectedIndex,\n    subIndex,\n    filterMode,\n    dataSeries.length,\n    instanceSlotData,\n    displayedDateRange,\n    spendCategoryGuidsKey,\n    allAccountGuidsKey,\n    beatTransactionGuidsKey,\n    top,\n  ])\n\n  const subHeader = resolveDrillDownSubHeader(insights_payload)\n\n  const headerContent = header?.({\n    title: insights_payload?.title,\n    subHeader,\n    categoryName,\n    selectedDate: chartData[selectedIndex]?.date ?? undefined,\n  })\n\n  const barColors = colors(theme, instanceSlotData?.category_guid)\n\n  if (!isCopyLoaded) return <Loader />\n\n  // `legends` is the block's additional_data ([0] main, [1] second series), as BarchartBlock reads it.\n  const [mainLegend, comparisonLegend] = instanceSlotData?.legends ?? []\n\n  const transactionFilter =\n    filterMode === 'local'\n      ? (index: number) => resolveFilter(index).custom ?? (() => true)\n      : undefined\n\n  // A variant's `beatTransactions` resolver may append a synthesized projected bill (Upcoming Bill's)\n  // last: it draws the last bar but is never a list row or a CSV line. Its tab (the one whose filter\n  // matches it) shows it as its own row under the copy service's \"Projected amount\"; no row without\n  // that copy.\n  const { transactions: listTransactions, projectedTransaction } =\n    splitProjectedTransaction(beatTransactions)\n\n  const baseTransactions: Transaction[] | undefined =\n    filterMode === 'local' ? listTransactions : undefined\n\n  const projectedHeading = insightsCopy.general.projected_amount\n  const projectedRow =\n    projectedTransaction &&\n    projectedHeading &&\n    resolveFilter(selectedIndex).custom?.(projectedTransaction)\n      ? { heading: projectedHeading, transaction: projectedTransaction }\n      : undefined\n\n  // A chart bar click selects its column (and, on the double bar, its series); a month tab change\n  // selects the month. MUI Tabs only fires onChange on real user selection, not on mount. The\n  // series (Spend / Income) tab fires its own analytics via the shared SubTabs component.\n  const selectBar = (index: number, seriesIndex?: number) => {\n    fireAnalyticsEvent(ANALYTICS_EVENTS_CONFIG.DRAWER_CHART_BAR_CLICKED)\n    setSelectedIndex(index)\n    if (seriesIndex !== undefined) setSubIndex(seriesIndex)\n  }\n  const selectMonth = (index: number) => {\n    fireAnalyticsEvent(ANALYTICS_EVENTS_CONFIG.TAB_SELECTED)\n    setSelectedIndex(index)\n  }\n\n  // Double bar: the Spend / Income labels come from copy (additional_data); the legend carries the\n  // selected month's two totals, and its labels name the series tabs.\n  const doubleBarLegends = isDoubleBar\n    ? toLegendItems([\n        { ...mainLegend, value: comparisonBars[selectedIndex]?.main },\n        { ...comparisonLegend, value: comparisonBars[selectedIndex]?.comparison },\n      ])\n    : undefined\n\n  // Legacy pulse named these tabs \"Spend transactions\" / \"Income transactions\" for screen readers.\n  const seriesAriaLabels = subTabAriaLabels?.(insightsCopy) ?? []\n\n  // The second tab row: the double bar's two series, or a tabs-only drawer's sides (one per\n  // data_series row, labelled by the row's pre-localized label).\n  const sideTabs = isDoubleBar\n    ? (doubleBarLegends ?? []).map((legend, index) => ({\n        label: legend.label,\n        ariaLabel: seriesAriaLabels[index],\n      }))\n    : isTabsOnly\n      ? dataSeries.flatMap((row) => (row.localized_label ? [{ label: row.localized_label }] : []))\n      : []\n\n  const renderChart = () => {\n    if (!bars.length) return <EmptyBarChart />\n\n    return isDoubleBar ? (\n      <DoubleBarChart\n        bars={comparisonBars}\n        colors={barColors}\n        legendPosition=\"top\"\n        legends={doubleBarLegends}\n        onBarClick={selectBar}\n        selectedIndex={selectedIndex}\n      />\n    ) : (\n      <BarChartV2\n        amounts={{\n          average: instanceSlotData?.average_amount,\n          formattedAverage: formatCurrency(instanceSlotData?.average_amount ?? 0, '0,0.00'),\n        }}\n        color={barColors[0] ?? theme.palette.primary.main}\n        data={chartData}\n        legendPosition=\"top\"\n        // Figma's chart drawer: 172px of bars under the 24px legend, 200px in all.\n        heightOverride={172}\n        margin={{\n          bottom: 8,\n          top: 24,\n          left: 24,\n          right: 24,\n        }}\n        // TODO: Temporary fallback while the backend doesn't always send `legends` on every\n        // beat/variant. Remove this once the backend guarantees `legends` on the payload.\n        monthlyAmountLabel={mainLegend?.label ?? insightsCopy.general.monthly_amount}\n        onBarClick={selectBar}\n        selectedTabIndex={selectedIndex}\n        trendAmountLabel={comparisonLegend?.label ?? insightsCopy.general.trend}\n      />\n    )\n  }\n\n  // `list` (Low Account Balance), `tabsOnly` (Non-Essential Category Summary) and `monthTabs`\n  // (Monthly Subscription Aggregate) drawers have no chart above their transaction list.\n  const chartTop =\n    isDoubleBar || top === 'singleBar' || top === 'upcomingBill' ? renderChart() : null\n\n  return (\n    <>\n      <TransactionDrillDown\n        baseTransactions={baseTransactions}\n        hideListHeader={hideListHeader}\n        projectedRow={projectedRow}\n        heading={headerContent?.heading}\n        icon={headerContent?.icon}\n        onSelectionChange={selectMonth}\n        selectedIndex={selectedIndex}\n        subHeadingText={headerContent?.subHeadingText}\n        tabs={bars}\n        top={chartTop}\n        {...(sideTabs.length > 0 && {\n          subTabs: { tabs: sideTabs, selectedIndex: subIndex, onChange: setSubIndex },\n        })}\n        {...(tipSection && {\n          tipSection:\n            !closeTipSection &&\n            (tipSection(setCloseTipSection, insightsCopy, subHeader?.text, instanceSlotData) ??\n              false),\n        })}\n        transactionFilter={transactionFilter}\n        onEachRowClick={(guid) => {\n          setActionContext({ transaction_guid: guid })\n          setIsTransactionDetailsOpen(true)\n        }}\n      />\n      <Drawer\n        ariaLabelClose={commonCopy.close_aria}\n        isOpen={isTransactionDetailsOpen}\n        onClose={() => {\n          setIsTransactionDetailsOpen(false)\n          // Clear only the key this nested drawer owns — setActionContext merges, so an\n          // explicit `{}` would be a no-op and leave transaction_guid stuck in the shared\n          // context, and the outer drawer's own context (e.g. chartBarIndex) must survive.\n          setActionContext({ transaction_guid: undefined })\n          // Re-apply this block's own filter: a further-nested AddMerchantBudgetAction drawer may\n          // have overwritten transactionStore.filter (merchant_guid-only) without restoring it.\n          applyCurrentSelectionFilter()\n        }}\n        title={insightsCopy.general.transaction_details_title}\n      >\n        <TransactionDetailsBlock beat={beat} />\n      </Drawer>\n    </>\n  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+{"version":3,"file":"TransactionHistoryBlock.es.js","names":[],"sources":["../../../../src/insights-v2/actionBlocks/TransactionHistoryBlock/TransactionHistoryBlock.tsx"],"sourcesContent":["import { useLayoutEffect, useState } from 'react'\n\nimport { useTheme } from '@mui/material/styles'\nimport { observer } from 'mobx-react-lite'\n\nimport type { Beat, DataSeries, Transaction } from '../../../core'\nimport { formatCurrency } from '../../../core/utils/NumberFormatting'\nimport { ANALYTICS_EVENTS_CONFIG, useAnalyticsEvent } from '../../analytics'\nimport { BarChartV2 } from '../../components/chartblocks/BarchartV2'\nimport { DoubleBarChart } from '../../components/chartblocks/DoubleBarChart'\nimport { EmptyBarChart } from '../../components/chartblocks/EmptyBarChart'\nimport { BAR_ARIA_LABEL } from '../../blocks/ChartBlocks/BarchartBlock/utils'\nimport {\n  COMPARISON_BAR_ARIA_LABEL,\n  toLegendItems,\n} from '../../blocks/ChartBlocks/DoubleBarChartBlock/comparisonUtils'\n\nimport { TransactionDrillDown } from './TransactionDrillDown'\nimport { useTransactionHistory } from './useTransactionHistory'\nimport {\n  getDefaultSelection,\n  getDrillDownConfig,\n  getFlattenedDataSeries,\n  resolveDrillDownSubHeader,\n  splitProjectedTransaction,\n  toStoreFilter,\n} from './utils'\nimport {\n  Drawer,\n  useInsightsV2Store,\n  useGlobalCopyStore,\n  useGlobalUiStore,\n  Loader,\n} from '../../../common'\nimport { TransactionDetailsBlock } from '../TransactionDetailsBlock'\nimport { getDynamicCtaBasedOnTriggers } from '../util'\n\ninterface TransactionHistoryProp {\n  beat: Beat\n}\n\nexport const TransactionHistoryBlock = observer(({ beat }: TransactionHistoryProp) => {\n  const theme = useTheme()\n\n  const { actionDrawer, setActionContext } = useInsightsV2Store()\n\n  const { insights_payload } = beat\n\n  const dynamicCtaVariant = getDynamicCtaBasedOnTriggers(\n    actionDrawer,\n    insights_payload?.primary_cta,\n    insights_payload?.secondary_cta,\n    insights_payload?.in_description_cta,\n  )?.variant\n\n  const {\n    top,\n    filterMode,\n    header,\n    colors,\n    filterStrategy,\n    tipSection,\n    subTabAriaLabels,\n    slotData,\n    beatTransactions: resolveBeatTransactions,\n    hideListHeader,\n  } = getDrillDownConfig(dynamicCtaVariant ?? '')\n\n  const {\n    instanceSlotData,\n    beatTransactions,\n    spendCategoryGuids,\n    allAccountGuids,\n    categoryName,\n    displayedDateRange,\n    transactionStore,\n  } = useTransactionHistory(beat, { slotData, beatTransactions: resolveBeatTransactions })\n\n  const { common: commonCopy, insights_feed: insightsCopy } = useGlobalCopyStore()\n\n  const { isCopyLoaded } = useGlobalUiStore()\n\n  const [isTransactionDetailsOpen, setIsTransactionDetailsOpen] = useState(false)\n\n  const [closeTipSection, setCloseTipSection] = useState(false)\n\n  const fireAnalyticsEvent = useAnalyticsEvent()\n\n  // `getFlattenedDataSeries` runs ahead of the copy-loaded guard below, hence the literal fallback.\n  const { dataSeries, chartData, comparisonBars } = getFlattenedDataSeries({\n    data: instanceSlotData?.data_series as DataSeries,\n    ariaLabel:\n      top === 'doubleBar'\n        ? (insightsCopy?.general?.in_month_you_had_a_category_of_amount ??\n          COMPARISON_BAR_ARIA_LABEL)\n        : BAR_ARIA_LABEL,\n    top,\n    beatTransactions,\n  })\n\n  const isDoubleBar = top === 'doubleBar'\n  const isTabsOnly = top === 'tabsOnly'\n  // The drawer's columns (and tabs): the double bar's month pairs, or the single bar's bars.\n  const bars = isDoubleBar ? comparisonBars : chartData\n\n  const { chartBarIndex, subTabIndex } = getDefaultSelection({\n    chartTabCount: chartData.length,\n    comparisonTabCount: comparisonBars.length,\n    actionDrawer,\n    beatGuid: beat.guid,\n  })\n\n  const [selectedIndex, setSelectedIndex] = useState(chartBarIndex)\n  // The double-bar drawer's series tab (0 = main, e.g. Spend; 1 = comparison, e.g. Income).\n  const [subIndex, setSubIndex] = useState(subTabIndex)\n\n  // Bars built from the transaction store (Upcoming Bill's paid bills) can arrive after the drawer\n  // opens: re-select the default when the bar count changes. Payload-built bars never change count.\n  const [defaultedTabCount, setDefaultedTabCount] = useState(bars.length)\n  if (bars.length !== defaultedTabCount) {\n    setDefaultedTabCount(bars.length)\n    setSelectedIndex(chartBarIndex)\n  }\n\n  const resolveFilter = (index: number) =>\n    filterStrategy({\n      beat,\n      beatTransactions,\n      dataSeries,\n      comparisonBars,\n      selectedIndex: index,\n      subIndex,\n      isLastTab: index === bars.length - 1,\n      instanceSlotData,\n      spendCategoryGuids,\n      displayedDateRange,\n    })\n\n  // Apply the current selection's filter. Store variants route through the store filter; local\n  // (upcomingBill) variants filter beatTransactions directly and only backfill the cache when the\n  // Stable primitive keys for the collections below: beatTransactions/spendCategoryGuids/\n  // allAccountGuids are recomputed (new array identity) every render, so depending on them directly\n  // re-fires the effect each render (REVIEW.md MEW-3732). Key on content instead.\n  const beatTransactionGuidsKey = beatTransactions.map((transaction) => transaction.guid).join(',')\n  const spendCategoryGuidsKey = spendCategoryGuids.join(',')\n  const allAccountGuidsKey = allAccountGuids.join(',')\n\n  // Re-applies the current selection's filter to the shared transactionStore. Called both by the\n  // effect below (on selection change) and when the nested TransactionDetailsBlock drawer closes:\n  // AddMerchantBudgetAction (opened from within that drawer) overwrites transactionStore.filter\n  // with a merchant_guid-only filter while its own drawer is open, and never restores it — leaving\n  // the row list stuck showing only that one merchant's transactions after backing all the way out.\n  // Re-running this on close re-derives the filter fresh instead of relying on whatever the nested\n  // drawers left behind.\n  // A `list`, `tabsOnly` or `monthTabs` drawer applies its filter even with no bars or rows.\n  const canApplyFilter =\n    top === 'list' || top === 'tabsOnly' || top === 'monthTabs' || dataSeries.length > 0\n  const applyCurrentSelectionFilter = () => {\n    if (filterMode !== 'store') return\n    // A chart drawer with no bars can name no rows: fail closed rather than keep the store's default\n    // (every account) or a previous drawer's filter.\n    const filter = canApplyFilter\n      ? resolveFilter(selectedIndex)\n      : { accounts: [], custom: () => false }\n    transactionStore.setFilter(toStoreFilter(filter, { allAccountGuids, displayedDateRange }))\n  }\n\n  // store variants route the selection through the shared store filter; local (upcomingBill) variants\n  // filter beatTransactions directly, so there's nothing to push to the store for them.\n  useLayoutEffect(() => {\n    applyCurrentSelectionFilter()\n  }, [\n    beat.guid,\n    selectedIndex,\n    subIndex,\n    filterMode,\n    dataSeries.length,\n    instanceSlotData,\n    displayedDateRange,\n    spendCategoryGuidsKey,\n    allAccountGuidsKey,\n    beatTransactionGuidsKey,\n    top,\n  ])\n\n  const subHeader = resolveDrillDownSubHeader(insights_payload)\n\n  const headerContent = header?.({\n    title: insights_payload?.title,\n    subHeader,\n    categoryName,\n    selectedDate: chartData[selectedIndex]?.date ?? undefined,\n  })\n\n  const barColors = colors(theme, instanceSlotData?.category_guid)\n\n  if (!isCopyLoaded) return <Loader />\n\n  // `legends` is the block's additional_data ([0] main, [1] second series), as BarchartBlock reads it.\n  const [mainLegend, comparisonLegend] = instanceSlotData?.legends ?? []\n\n  const transactionFilter =\n    filterMode === 'local'\n      ? (index: number) => resolveFilter(index).custom ?? (() => true)\n      : undefined\n\n  // A variant's `beatTransactions` resolver may append a synthesized projected bill (Upcoming Bill's)\n  // last: it draws the last bar but is never a list row or a CSV line. Its tab (the one whose filter\n  // matches it) shows it as its own row under the copy service's \"Projected amount\"; no row without\n  // that copy.\n  const { transactions: listTransactions, projectedTransaction } =\n    splitProjectedTransaction(beatTransactions)\n\n  const baseTransactions: Transaction[] | undefined =\n    filterMode === 'local' ? listTransactions : undefined\n\n  const projectedHeading = insightsCopy.general.projected_amount\n  const projectedRow =\n    projectedTransaction &&\n    projectedHeading &&\n    resolveFilter(selectedIndex).custom?.(projectedTransaction)\n      ? { heading: projectedHeading, transaction: projectedTransaction }\n      : undefined\n\n  // A chart bar click selects its column (and, on the double bar, its series); a month tab change\n  // selects the month. MUI Tabs only fires onChange on real user selection, not on mount. The\n  // series (Spend / Income) tab fires its own analytics via the shared SubTabs component.\n  const selectBar = (index: number, seriesIndex?: number) => {\n    fireAnalyticsEvent(ANALYTICS_EVENTS_CONFIG.DRAWER_CHART_BAR_CLICKED)\n    setSelectedIndex(index)\n    if (seriesIndex !== undefined) setSubIndex(seriesIndex)\n  }\n  const selectMonth = (index: number) => {\n    fireAnalyticsEvent(ANALYTICS_EVENTS_CONFIG.TAB_SELECTED)\n    setSelectedIndex(index)\n  }\n\n  // Double bar: the Spend / Income labels come from copy (additional_data); the legend carries the\n  // selected month's two totals, and its labels name the series tabs.\n  const doubleBarLegends = isDoubleBar\n    ? toLegendItems([\n        { ...mainLegend, value: comparisonBars[selectedIndex]?.main },\n        { ...comparisonLegend, value: comparisonBars[selectedIndex]?.comparison },\n      ])\n    : undefined\n\n  // Legacy pulse named these tabs \"Spend transactions\" / \"Income transactions\" for screen readers.\n  const seriesAriaLabels = subTabAriaLabels?.(insightsCopy) ?? []\n\n  // The second tab row: the double bar's two series, or a tabs-only drawer's sides (one per\n  // data_series row, labelled by the row's pre-localized label).\n  const sideTabs = isDoubleBar\n    ? (doubleBarLegends ?? []).map((legend, index) => ({\n        label: legend.label,\n        ariaLabel: seriesAriaLabels[index],\n      }))\n    : isTabsOnly\n      ? dataSeries.flatMap((row) => (row.localized_label ? [{ label: row.localized_label }] : []))\n      : []\n\n  const renderChart = () => {\n    if (!bars.length) return <EmptyBarChart />\n\n    return isDoubleBar ? (\n      <DoubleBarChart\n        bars={comparisonBars}\n        colors={barColors}\n        legendPosition=\"top\"\n        legends={doubleBarLegends}\n        onBarClick={selectBar}\n        selectedIndex={selectedIndex}\n      />\n    ) : (\n      <BarChartV2\n        amounts={{\n          average: instanceSlotData?.average_amount,\n          formattedAverage: formatCurrency(instanceSlotData?.average_amount ?? 0, '0,0.00'),\n        }}\n        color={barColors[0] ?? theme.palette.primary.main}\n        data={chartData}\n        legendPosition=\"top\"\n        // Figma's chart drawer: 172px of bars under the 24px legend, 200px in all.\n        heightOverride={172}\n        margin={{\n          bottom: 8,\n          top: 24,\n          left: 24,\n          right: 24,\n        }}\n        // TODO: Temporary fallback while the backend doesn't always send `legends` on every\n        // beat/variant. Remove this once the backend guarantees `legends` on the payload.\n        monthlyAmountLabel={mainLegend?.label ?? insightsCopy.general.monthly_amount}\n        onBarClick={selectBar}\n        selectedTabIndex={selectedIndex}\n        trendAmountLabel={comparisonLegend?.label ?? insightsCopy.general.trend}\n      />\n    )\n  }\n\n  // `list` (Low Account Balance), `tabsOnly` (Non-Essential Category Summary) and `monthTabs`\n  // (Monthly Subscription Aggregate) drawers have no chart above their transaction list.\n  const chartTop =\n    isDoubleBar || top === 'singleBar' || top === 'upcomingBill' ? renderChart() : null\n\n  return (\n    <>\n      <TransactionDrillDown\n        baseTransactions={baseTransactions}\n        hideListHeader={hideListHeader}\n        projectedRow={projectedRow}\n        heading={headerContent?.heading}\n        icon={headerContent?.icon}\n        onSelectionChange={selectMonth}\n        selectedIndex={selectedIndex}\n        subHeadingText={headerContent?.subHeadingText}\n        tabs={bars}\n        top={chartTop}\n        {...(sideTabs.length > 0 && {\n          subTabs: { tabs: sideTabs, selectedIndex: subIndex, onChange: setSubIndex },\n        })}\n        {...(tipSection && {\n          tipSection:\n            !closeTipSection &&\n            (tipSection(setCloseTipSection, insightsCopy, subHeader?.text, instanceSlotData) ??\n              false),\n        })}\n        transactionFilter={transactionFilter}\n        onEachRowClick={(guid) => {\n          setActionContext({ transaction_guid: guid })\n          setIsTransactionDetailsOpen(true)\n        }}\n      />\n      <Drawer\n        ariaLabelClose={commonCopy.close_aria}\n        isOpen={isTransactionDetailsOpen}\n        onClose={() => {\n          setIsTransactionDetailsOpen(false)\n          // Clear only the key this nested drawer owns — setActionContext merges, so an\n          // explicit `{}` would be a no-op and leave transaction_guid stuck in the shared\n          // context, and the outer drawer's own context (e.g. chartBarIndex) must survive.\n          setActionContext({ transaction_guid: undefined })\n          // Re-apply this block's own filter: a further-nested AddMerchantBudgetAction drawer may\n          // have overwritten transactionStore.filter (merchant_guid-only) without restoring it.\n          applyCurrentSelectionFilter()\n        }}\n        title={insightsCopy.general.transaction_details_title}\n      >\n        <TransactionDetailsBlock beat={beat} />\n      </Drawer>\n    </>\n  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package/dist/insights-v2/actionBlocks/TransactionHistoryBlock/layout.d.ts

@@ -76,6 +76,7 @@ export interface DrillDownVariantConfig {
     hideListHeader?: boolean;
 }
 export declare const resolveUpcomingBillSlotData: SlotDataResolver;
+export declare const resolveSavingsContributionsSlotData: SlotDataResolver;
 export declare const resolveUpcomingBillTransactions: BeatTransactionsResolver;
 export declare const layout: Partial<Record<DrillDownVariant, DrillDownVariantConfig>>;
 export declare const FALLBACK: DrillDownVariantConfig;

package/dist/insights-v2/actionBlocks/TransactionHistoryBlock/layout.es.js

@@ -1,14 +1,14 @@
-import { buildDynamicCopy as h } from "../../../core/utils/Localization.es.js";
-import { DATE_FORMATS_INTL as A, formatDate as v } from "../../../core/constants/DateFormats.es.js";
-import { TransactionStatus as L } from "../../../core/types/Transaction.es.js";
-import { fromUnixUTC as S } from "../../../core/utils/DateUtil.es.js";
-import { getCategoryColor as b } from "../../../core/utils/CategoryUtil.es.js";
-import { getLayoutConfig as M } from "../../blocks/ChartBlocks/DoubleBarChartBlock/layout.es.js";
-import { buildProjectedBillTransaction as D, calendarDateOf as G, finiteNumberOf as N, guidListOf as B, nonEmptyStringOf as T } from "./utils.es.js";
-import { MerchantLogo as R } from "@mxenabled/mxui";
-import { Icon as P } from "@mxenabled/mx-icons";
+import { buildDynamicCopy as v } from "../../../core/utils/Localization.es.js";
+import { DATE_FORMATS_INTL as A, formatDate as C } from "../../../core/constants/DateFormats.es.js";
+import { TransactionStatus as D } from "../../../core/types/Transaction.es.js";
+import { fromUnixUTC as O } from "../../../core/utils/DateUtil.es.js";
+import { getCategoryColor as G } from "../../../core/utils/CategoryUtil.es.js";
+import { getLayoutConfig as B } from "../../blocks/ChartBlocks/DoubleBarChartBlock/layout.es.js";
+import { buildProjectedBillTransaction as R, calendarDateOf as P, finiteNumberOf as u, guidListOf as b, nonEmptyStringOf as T } from "./utils.es.js";
+import { MerchantLogo as U } from "@mxenabled/mxui";
+import { Icon as w } from "@mxenabled/mx-icons";
 import { jsx as c } from "react/jsx-runtime";
-import { endOfMonth as C, fromUnixTime as U, isValid as E, parseISO as l, startOfMonth as I } from "date-fns";
+import { endOfMonth as E, fromUnixTime as H, isValid as I, parseISO as d, startOfMonth as L } from "date-fns";
 var n = {
   TRANSACTION: "not_standard_amount",
   CATEGORY_SPEND: "category_spend",
@@ -23,125 +23,139 @@ var n = {
   DEPOSIT_SUMMARY: "monthly_deposit_summary",
   LOW_BALANCE: "low_balance",
   SUBSCRIPTION_AGGREGATE: "monthly_subscription_aggregate"
-}, g = (t, e) => e && b(e, t) || t.palette.primary.main, u = (t) => typeof t == "string" ? l(t) : new Date(t ?? NaN), d = (t) => ({
-  start: I(u(t)),
-  end: C(u(t))
-}), p = (t) => t?.length ? { accounts: t } : {}, w = ({ beat: t }) => {
-  const { account_guid: e, from_date: o, to_date: a } = t.insights_payload?.drilldown_data ?? {};
-  return typeof e != "string" || typeof o != "number" || typeof a != "number" || !Number.isFinite(o) || !Number.isFinite(a) || a <= o ? {
+}, l = (t, e) => e && G(e, t) || t.palette.primary.main, m = (t) => typeof t == "string" ? d(t) : new Date(t ?? NaN), g = (t) => ({
+  start: L(m(t)),
+  end: E(m(t))
+}), M = (t) => t?.length ? { accounts: t } : {}, Y = ({ beat: t }) => {
+  const { account_guid: e, from_date: a, to_date: o } = t.insights_payload?.drilldown_data ?? {};
+  return typeof e != "string" || typeof a != "number" || typeof o != "number" || !Number.isFinite(a) || !Number.isFinite(o) || o <= a ? {
     accounts: [],
     custom: () => !1
   } : {
     accounts: [e],
-    custom: (r) => !r.is_hidden && r.feed_status !== L.PENDING,
+    custom: (r) => !r.is_hidden && r.feed_status !== D.PENDING,
     showSplits: !0,
     dateRange: {
-      start: S(o),
-      end: S(a - 1)
+      start: O(a),
+      end: O(o - 1)
     }
   };
-}, H = (t) => {
+}, F = (t) => {
   const e = t?.drilldown_data ?? {};
   return {
-    transaction_guids: B(e.transaction_guids),
-    date: G(e.due_date),
-    amount: N(e.amount),
+    transaction_guids: b(e.transaction_guids),
+    date: P(e.due_date),
+    amount: u(e.amount),
     category_guid: T(e.category_guid),
-    average_amount: N(e.average_amount),
+    average_amount: u(e.average_amount),
     merchant_name: T(e.merchant_name)
   };
-}, Y = (t, e) => {
-  const o = D(t, e);
-  return o ? [...t, o] : t;
-}, F = (t, e, o, a) => {
-  const r = a?.merchant_name, i = a?.date;
-  if (!r || !i) return;
-  const s = e.transaction_history_block?.upcoming_bill_tip_message;
-  if (s)
+}, V = (t) => {
+  const e = t;
+  return Array.isArray(e?.names) && Array.isArray(e?.data) ? e : void 0;
+}, W = (t) => {
+  const e = t?.drilldown_data ?? {};
+  return {
+    account_guids: b(e.account_guids),
+    data_series: V(e.data_series),
+    average_amount: u(e.average_amount)
+  };
+}, x = (t, e) => {
+  const a = R(t, e);
+  return a ? [...t, a] : t;
+}, j = (t, e, a, o) => {
+  const r = o?.merchant_name, s = o?.date;
+  if (!r || !s) return;
+  const i = e.transaction_history_block?.upcoming_bill_tip_message;
+  if (i)
     return {
-      message: h(s, /* @__PURE__ */ c("strong", { children: e.general.tip_section_title }), r, v(l(i), A.FULL_MONTH_DAY)),
+      message: v(i, /* @__PURE__ */ c("strong", { children: e.general.tip_section_title }), r, C(d(s), A.FULL_MONTH_DAY)),
       onDismiss: () => t(!0)
     };
-}, m = ({ beatTransactions: t, dataSeries: e, selectedIndex: o }) => {
-  const a = e[o], r = a?.guid, i = t.find((s) => s.guid === r)?.has_been_split;
+}, p = ({ beatTransactions: t, dataSeries: e, selectedIndex: a }) => {
+  const o = e[a], r = o?.guid, s = t.find((i) => i.guid === r)?.has_been_split;
   return {
-    custom: (s) => s.guid === r,
-    dateRange: d(a?.date),
-    showSplits: !i
+    custom: (i) => i.guid === r,
+    dateRange: g(o?.date),
+    showSplits: !s
   };
-}, V = ({ dataSeries: t, selectedIndex: e, instanceSlotData: o }) => {
-  const a = t[e], r = o.category_guid ?? a?.guid;
+}, z = ({ dataSeries: t, selectedIndex: e, instanceSlotData: a }) => {
+  const o = t[e], r = a.category_guid ?? o?.guid;
   return {
-    custom: (i) => i.category_guid === r || i.top_level_category_guid === r,
-    dateRange: d(a?.date)
+    custom: (s) => s.category_guid === r || s.top_level_category_guid === r,
+    dateRange: g(o?.date)
   };
-}, W = ({ dataSeries: t, selectedIndex: e, spendCategoryGuids: o, instanceSlotData: a }) => {
+}, k = ({ dataSeries: t, selectedIndex: e, spendCategoryGuids: a, instanceSlotData: o }) => {
   const r = t[e];
   return {
-    custom: (i) => !!i.top_level_category_guid && o.includes(i.top_level_category_guid),
-    dateRange: d(r?.date),
-    ...p(a.account_guids)
+    custom: (s) => !!s.top_level_category_guid && a.includes(s.top_level_category_guid),
+    dateRange: g(r?.date),
+    ...M(o.account_guids)
   };
-}, x = (t) => typeof t == "number" ? U(t) : l(t ?? ""), j = ({ beat: t, dataSeries: e, selectedIndex: o, isLastTab: a, instanceSlotData: r }) => {
-  const i = e[o], { start: s, end: f } = d(i?.date), _ = x(t.created_at);
-  return {
-    dateRange: {
-      start: s,
-      end: a && E(_) && _ < f ? _ : f
-    },
-    ...p(t.account_guids?.length ? t.account_guids : r.account_guids)
+}, K = (t) => typeof t == "number" ? H(t) : d(t ?? ""), $ = ({ beat: t, dataSeries: e, selectedIndex: a, isLastTab: o, instanceSlotData: r }) => {
+  const s = e[a], { start: i, end: f } = g(s?.date), _ = K(t.created_at), S = r.account_guids, N = {
+    start: i,
+    end: o && I(_) && _ < f ? _ : f
+  };
+  return S?.length ? {
+    dateRange: N,
+    accounts: S
+  } : {
+    dateRange: N,
+    accounts: [],
+    custom: () => !1
   };
-}, y = (t, e, o) => {
-  const a = new Set(t), r = l(e ?? "");
-  return !a.size || !E(r) ? {
+}, y = (t, e, a) => {
+  const o = new Set(t), r = d(e ?? "");
+  return !o.size || !I(r) ? {
     accounts: [],
     custom: () => !1
   } : {
-    custom: (i) => a.has(i.guid),
+    custom: (s) => o.has(s.guid),
     dateRange: {
-      start: I(r),
-      end: C(r)
+      start: L(r),
+      end: E(r)
     },
-    ...p(o)
+    ...M(a)
   };
-}, z = ({ beat: t, dataSeries: e, selectedIndex: o }) => y(e[o]?.aggregated_guids, e[o]?.date, t.account_guids), O = ({ beat: t, comparisonBars: e, selectedIndex: o, subIndex: a }) => {
-  const r = e[o];
-  return y(a === 1 ? r?.comparisonGuids : r?.mainGuids, r?.date, t.account_guids);
-}, k = ({ beat: t, dataSeries: e, subIndex: o }) => y(e[o]?.aggregated_guids, e[o]?.date, t.account_guids), at = {
+}, q = ({ beat: t, dataSeries: e, selectedIndex: a }) => y(e[a]?.aggregated_guids, e[a]?.date, t.account_guids), h = ({ beat: t, comparisonBars: e, selectedIndex: a, subIndex: o }) => {
+  const r = e[a];
+  return y(o === 1 ? r?.comparisonGuids : r?.mainGuids, r?.date, t.account_guids);
+}, J = ({ beat: t, dataSeries: e, subIndex: a }) => y(e[a]?.aggregated_guids, e[a]?.date, t.account_guids), ct = {
   [n.TRANSACTION]: {
     top: "singleBar",
     scope: "store",
     filterMode: "store",
-    filterStrategy: m,
-    colors: (t, e) => [g(t, e)],
+    filterStrategy: p,
+    colors: (t, e) => [l(t, e)],
     header: (t) => {
-      const { title: e, subHeader: o } = t;
+      const { title: e, subHeader: a } = t;
       return {
         heading: e,
-        subHeadingText: o?.text || void 0,
-        icon: /* @__PURE__ */ c(R, {
-          alt: o?.text,
-          categoryGuid: o?.logo?.category_guid || "",
-          merchantGuid: o?.logo?.merchant_guid || "",
+        subHeadingText: a?.text || void 0,
+        icon: /* @__PURE__ */ c(U, {
+          alt: a?.text,
+          categoryGuid: a?.logo?.category_guid || "",
+          merchantGuid: a?.logo?.merchant_guid || "",
           size: 16
         })
       };
     },
-    tipSection: (t, e, o = "") => ({
-      message: h(e.general.tip_section_message, /* @__PURE__ */ c("strong", { children: e.general.tip_section_title }), /* @__PURE__ */ c("strong", { children: o })),
+    tipSection: (t, e, a = "") => ({
+      message: v(e.general.tip_section_message, /* @__PURE__ */ c("strong", { children: e.general.tip_section_title }), /* @__PURE__ */ c("strong", { children: a })),
       onDismiss: () => t(!0)
     })
   },
   [n.CATEGORY_SPEND]: {
     top: "singleBar",
-    filterStrategy: V,
+    filterStrategy: z,
     scope: "store",
     filterMode: "store",
-    colors: (t, e) => [g(t, e)],
+    colors: (t, e) => [l(t, e)],
     header: (t) => ({
       heading: t.categoryName,
-      subHeadingText: t.selectedDate && v(u(t.selectedDate), A.MONTH_LONG) || "",
-      icon: /* @__PURE__ */ c(P, {
+      subHeadingText: t.selectedDate && C(m(t.selectedDate), A.MONTH_LONG) || "",
+      icon: /* @__PURE__ */ c(w, {
         name: "calendar_month",
         size: 16
       })
@@ -149,32 +163,33 @@ var n = {
   },
   [n.MONTHLY_SPEND]: {
     top: "singleBar",
-    filterStrategy: W,
+    filterStrategy: k,
     scope: "store",
     filterMode: "store",
     colors: (t) => [t.palette.chart.chart2 ?? t.palette.primary.main]
   },
   [n.ACCOUNT_BALANCE]: {
     top: "singleBar",
-    filterStrategy: j,
+    filterStrategy: $,
+    slotData: W,
     scope: "store",
     filterMode: "store",
     colors: (t) => [t.palette.success.main]
   },
   [n.UPCOMING_BILL]: {
     top: "upcomingBill",
-    filterStrategy: m,
+    filterStrategy: p,
     scope: "beat",
     filterMode: "local",
-    colors: (t, e) => [g(t, e)],
-    slotData: H,
-    beatTransactions: Y,
+    colors: (t, e) => [l(t, e)],
+    slotData: F,
+    beatTransactions: x,
     fetchMissingTransactions: (t) => t.insights_payload?.drilldown_data?.transaction_guids,
-    tipSection: F
+    tipSection: j
   },
   [n.LOW_BALANCE]: {
     top: "list",
-    filterStrategy: w,
+    filterStrategy: Y,
     scope: "store",
     filterMode: "store",
     colors: (t) => [t.palette.primary.main],
@@ -182,47 +197,48 @@ var n = {
   },
   [n.SUBSCRIPTION_AGGREGATE]: {
     top: "monthTabs",
-    filterStrategy: z,
+    filterStrategy: q,
     scope: "store",
     filterMode: "store",
     colors: (t) => [t.palette.primary.main]
   },
   [n.SPEND_TO_INCOME]: {
     top: "doubleBar",
-    filterStrategy: O,
+    filterStrategy: h,
     scope: "store",
     filterMode: "store",
-    colors: (t) => M(t, "spend_to_income")?.color ?? [],
+    colors: (t) => B(t, "spend_to_income")?.color ?? [],
     subTabAriaLabels: (t) => [t.general.spend_transactions, t.general.income_transactions]
   },
   [n.COST_OF_LIVING]: {
     top: "doubleBar",
-    filterStrategy: O,
+    filterStrategy: h,
     scope: "store",
     filterMode: "store",
-    colors: (t, e) => [g(t, e), t.palette.chart.chart4 ?? t.palette.primary.main],
+    colors: (t, e) => [l(t, e), t.palette.chart.chart4 ?? t.palette.primary.main],
     subTabAriaLabels: (t) => [void 0, t.general.income_transactions]
   },
   [n.NON_ESSENTIAL_CATEGORY]: {
     top: "tabsOnly",
-    filterStrategy: k,
+    filterStrategy: J,
     scope: "store",
     filterMode: "store",
     colors: (t) => [t.palette.primary.main]
   }
-}, it = {
+}, lt = {
   top: "singleBar",
-  filterStrategy: m,
+  filterStrategy: p,
   scope: "store",
   filterMode: "store",
-  colors: (t, e) => [g(t, e)]
+  colors: (t, e) => [l(t, e)]
 };
 export {
   n as DRILLDOWN_VARIANTS,
-  it as FALLBACK,
-  at as layout,
-  H as resolveUpcomingBillSlotData,
-  Y as resolveUpcomingBillTransactions
+  lt as FALLBACK,
+  ct as layout,
+  W as resolveSavingsContributionsSlotData,
+  F as resolveUpcomingBillSlotData,
+  x as resolveUpcomingBillTransactions
 };
 
 //# sourceMappingURL=layout.es.js.map

package/dist/insights-v2/actionBlocks/TransactionHistoryBlock/layout.es.js.map

@@ -1 +1 @@
-{"version":3,"file":"layout.es.js","names":[],"sources":["../../../../src/insights-v2/actionBlocks/TransactionHistoryBlock/layout.tsx"],"sourcesContent":["import type { ReactNode } from 'react'\nimport type { Theme } from '@mui/material/styles'\nimport { endOfMonth, fromUnixTime, isValid, parseISO, startOfMonth } from 'date-fns'\nimport { getCategoryColor } from '../../../core/utils/CategoryUtil'\nimport {\n  type Beat,\n  type InsightsFeedCopy,\n  type Subtitle,\n  type Transaction,\n  TransactionStatus,\n  buildDynamicCopy,\n} from '../../../core'\nimport type { TransactionFilter } from '../../../core/stores/TransactionStore'\nimport type {\n  DataSet,\n  InsightsInstanceSlotData,\n} from '../../../core/types/InsightsInstanceSlotData'\nimport { MerchantLogo } from '@mxenabled/mxui'\nimport { DATE_FORMATS_INTL, formatDate } from '../../../core/constants'\nimport { fromUnixUTC } from '../../../core/utils/DateUtil'\nimport { Icon } from '@mxenabled/mx-icons'\nimport type { ChartDataSeriesItem } from '../../blocks/ChartBlocks/BarchartBlock/utils'\nimport { getLayoutConfig as getDoubleBarLayoutConfig } from '../../blocks/ChartBlocks/DoubleBarChartBlock/layout'\nimport type { TipSectionProps } from '../../../insights/components/shared/ChartDrawerTemplate/TipSection'\nimport {\n  type BeatTransactionsResolver,\n  buildProjectedBillTransaction,\n  calendarDateOf,\n  type DrillDownSlotData,\n  finiteNumberOf,\n  guidListOf,\n  nonEmptyStringOf,\n  type SlotDataResolver,\n} from './utils'\n\nexport interface DrillDownHeader {\n  heading?: string\n  subHeadingText?: string\n  icon?: ReactNode\n}\n\nexport interface DrillDownHeaderContext {\n  title?: string\n  subHeader?: Subtitle\n  categoryName: string\n  selectedDate?: string | Date\n}\n\nexport const DRILLDOWN_VARIANTS = {\n  TRANSACTION: 'not_standard_amount',\n  CATEGORY_SPEND: 'category_spend',\n  MONTHLY_SPEND: 'monthly_spend_comparison',\n  ACCOUNT_BALANCE: 'account_balance',\n  UPCOMING_BILL: 'upcoming_bill',\n  SPEND_TO_INCOME: 'monthly_spend_to_income',\n  SAVINGS_TO_INCOME: 'monthly_savings_to_income',\n  DEBT_TO_INCOME: 'monthly_debt_to_income',\n  COST_OF_LIVING: 'cost_living_to_income',\n  NON_ESSENTIAL_CATEGORY: 'non_essential_category_summary',\n  DEPOSIT_SUMMARY: 'monthly_deposit_summary',\n  LOW_BALANCE: 'low_balance',\n  SUBSCRIPTION_AGGREGATE: 'monthly_subscription_aggregate',\n} as const\n\nexport type DrillDownVariant = (typeof DRILLDOWN_VARIANTS)[keyof typeof DRILLDOWN_VARIANTS]\n\n/**\n * One row of the flattened data_series a filterStrategy indexes into: a single-bar monthly total or a\n * synthesized upcoming-bill bar. Fields are optional because the backend keys each row dynamically\n * from data_series.names and not every variant carries a guid/category. Double-bar comparison rows\n * will extend this in the next MR.\n */\n\n// Resolves the top-chart palette from the theme (and the beat's category, when relevant).\nexport type ColorKind = (theme: Theme, categoryGuid?: string) => string[]\n\n// Resolves the dynamic drawer header (heading/sub-heading/icon JSX) from the selection context.\nexport type HeaderKind = (ctx: DrillDownHeaderContext) => DrillDownHeader\n\n/**\n * Everything a filterStrategy needs to turn the currently-selected bar/sub-tab into a\n * TransactionFilter. Data-only so strategies stay pure and testable.\n */\nexport interface FilterContext {\n  beat: Beat\n  beatTransactions: Transaction[]\n  dataSeries: ChartDataSeriesItem[]\n  // The double-bar drawer's month columns (main / comparison per month, with their guids); empty\n  // for every other top kind.\n  comparisonBars: DataSet[]\n  selectedIndex: number\n  subIndex: number\n  isLastTab: boolean\n  instanceSlotData: InsightsInstanceSlotData\n  spendCategoryGuids: string[]\n  displayedDateRange: { start: Date; end: Date }\n}\n\n// Resolves the current selection into a TransactionFilter. Carried on each config row so behavior\n// lives next to the variant it belongs to (no separate strategy registry to chase).\nexport type FilterStrategy = (ctx: FilterContext) => TransactionFilter\n\nexport interface DrillDownVariantConfig {\n  // `list`: no chart or tabs above the transaction list (an account's transactions for a window).\n  // `monthTabs`: one tab per data_series month and no chart (a month's aggregated transactions).\n  top: 'singleBar' | 'upcomingBill' | 'doubleBar' | 'tabsOnly' | 'monthTabs' | 'list'\n  filterStrategy: FilterStrategy\n  colors: ColorKind\n  header?: HeaderKind\n  // Where the drawer reads its facts. Absent: the bar chart's `instance_slot.data`.\n  slotData?: SlotDataResolver\n  // Builds the drawer's transactions from the beat's own. Absent: the beat's own, as they are.\n  beatTransactions?: BeatTransactionsResolver\n  // On open, returns the guids of the drawer's transactions to fetch by guid when the store lacks\n  // them (older than its 90-day window), as pulse's BeatShell loads a legacy beat's: each drawer\n  // reads them from wherever its beat keeps them. Absent: nothing is fetched.\n  fetchMissingTransactions?: (beat: Beat) => unknown\n  // undefined when the facts the tip needs are missing: the drawer shows no tip.\n  tipSection?: (\n    setCloseTipSection: (flag: boolean) => void,\n    copy: InsightsFeedCopy,\n    merchantName?: string,\n    slotData?: DrillDownSlotData,\n  ) => TipSectionProps | undefined\n  scope: 'store' | 'beat'\n  filterMode: 'store' | 'local'\n  // Double bar: accessible names for the series tabs ([0] main, [1] comparison), as legacy pulse.\n  subTabAriaLabels?: (copy: InsightsFeedCopy) => (string | undefined)[]\n  // The list has no Transactions heading above it; the CSV export stays.\n  hideListHeader?: boolean\n}\nconst categoryColor = (theme: Theme, categoryGuid?: string): string =>\n  (categoryGuid && getCategoryColor(categoryGuid, theme)) || theme.palette.primary.main\n\nconst toLocalDate = (date: string | number | Date | undefined) =>\n  typeof date === 'string' ? parseISO(date) : new Date(date ?? NaN)\n\nconst monthRange = (date: string | number | Date | undefined) => ({\n  start: startOfMonth(toLocalDate(date)),\n  end: endOfMonth(toLocalDate(date)),\n})\n\n// Scopes a filter to the beat's accounts when the beat carries account_guids; otherwise leaves\n// accounts unset so the store default (all accounts) applies.\nconst accountScope = (accountGuids?: string[]): Pick<TransactionFilter, 'accounts'> =>\n  accountGuids?.length ? { accounts: accountGuids } : {}\n\n// Low Account Balance — `drilldown_data` names one account and a window (epoch seconds at UTC\n// midnight, to_date exclusive); only settled, visible rows, a split purchase as its parts, as the\n// pulse drawer listed them. Fails closed: a drawer that cannot name its rows shows none.\nconst accountWindowStrategy: FilterStrategy = ({ beat }) => {\n  const { account_guid, from_date, to_date } = beat.insights_payload?.drilldown_data ?? {}\n  if (\n    typeof account_guid !== 'string' ||\n    typeof from_date !== 'number' ||\n    typeof to_date !== 'number' ||\n    !Number.isFinite(from_date) ||\n    !Number.isFinite(to_date) ||\n    to_date <= from_date\n  ) {\n    return { accounts: [], custom: () => false }\n  }\n\n  return {\n    accounts: [account_guid],\n    custom: (trn) => !trn.is_hidden && trn.feed_status !== TransactionStatus.PENDING,\n    showSplits: true,\n    dateRange: { start: fromUnixUTC(from_date), end: fromUnixUTC(to_date - 1) },\n  }\n}\n\n// Upcoming Bill: each `drilldown_data` fact is narrowed (utils.ts) and a missing or mistyped one is\n// dropped. A bad due date, amount or guid list draws no chart and lists no rows.\n\nexport const resolveUpcomingBillSlotData: SlotDataResolver = (payload) => {\n  const data = payload?.drilldown_data ?? {}\n\n  return {\n    transaction_guids: guidListOf(data.transaction_guids),\n    date: calendarDateOf(data.due_date),\n    amount: finiteNumberOf(data.amount),\n    category_guid: nonEmptyStringOf(data.category_guid),\n    average_amount: finiteNumberOf(data.average_amount),\n    merchant_name: nonEmptyStringOf(data.merchant_name),\n  }\n}\n\n// Upcoming Bill: the paid bills plus the projected bill (due date, amount) appended last, so the\n// bars and the projected tab's \"Projected amount\" row read the one list.\nexport const resolveUpcomingBillTransactions: BeatTransactionsResolver = (\n  transactions,\n  slotData,\n) => {\n  const projected = buildProjectedBillTransaction(transactions, slotData)\n\n  return projected ? [...transactions, projected] : transactions\n}\n\nconst upcomingBillTipSection: DrillDownVariantConfig['tipSection'] = (\n  setCloseTipSection,\n  copy,\n  _merchantName,\n  slotData,\n) => {\n  const merchantName = slotData?.merchant_name\n  const dueDate = slotData?.date\n  if (!merchantName || !dueDate) return undefined\n\n  // No hard-coded English: no tip until the copy service carries the message.\n  const message = copy.transaction_history_block?.upcoming_bill_tip_message\n  if (!message) return undefined\n\n  return {\n    message: buildDynamicCopy(\n      message,\n      <strong>{copy.general.tip_section_title}</strong>,\n      merchantName,\n      formatDate(parseISO(dueDate), DATE_FORMATS_INTL.FULL_MONTH_DAY),\n    ) as ReactNode,\n    onDismiss: () => setCloseTipSection(true),\n  }\n}\n\n// ── Single-bar filter strategies (this MR) ────────────────────────────────────────────────────\n\n// BillAmountNotStandard / UpcomingBill — the series carries a transaction (TRN) guid; match a single\n// transaction by guid within its month.\nconst transactionGuidStrategy: FilterStrategy = ({\n  beatTransactions,\n  dataSeries,\n  selectedIndex,\n}) => {\n  const seriesItem = dataSeries[selectedIndex]\n  const seriesGuid = seriesItem?.guid\n  const hasBeenSplit = beatTransactions.find((trn) => trn.guid === seriesGuid)?.has_been_split\n\n  return {\n    custom: (trn) => trn.guid === seriesGuid,\n    dateRange: monthRange(seriesItem?.date),\n    showSplits: !hasBeenSplit,\n  }\n}\n\n// CategorySpendingV2 — match transactions in the beat's category (or whose top-level category is that\n// guid) within the month.\nconst categoryStrategy: FilterStrategy = ({ dataSeries, selectedIndex, instanceSlotData }) => {\n  const seriesItem = dataSeries[selectedIndex]\n  const categoryGuid = instanceSlotData.category_guid ?? seriesItem?.guid\n\n  return {\n    custom: (trn) =>\n      trn.category_guid === categoryGuid || trn.top_level_category_guid === categoryGuid,\n    dateRange: monthRange(seriesItem?.date),\n  }\n}\n\n// MonthlySpendComparisonV2 — no per-bar guid; show all spending-category transactions\n// (income/transfers/investments excluded via spendCategoryGuids) within the month.\nconst spendCategoriesStrategy: FilterStrategy = ({\n  dataSeries,\n  selectedIndex,\n  spendCategoryGuids,\n  instanceSlotData,\n}) => {\n  const seriesItem = dataSeries[selectedIndex]\n\n  return {\n    custom: (trn) =>\n      !!trn.top_level_category_guid && spendCategoryGuids.includes(trn.top_level_category_guid),\n    dateRange: monthRange(seriesItem?.date),\n    ...accountScope(instanceSlotData.account_guids),\n  }\n}\n\n// The beat's creation: tupac sends epoch seconds on the envelope and an ISO string on the wrapper.\nconst toCreatedAt = (createdAt: Beat['created_at']) =>\n  typeof createdAt === 'number' ? fromUnixTime(createdAt) : parseISO(createdAt ?? '')\n\n// SavingsAccountBalancesSummary — balances, not categorized spend: the beat's account within the\n// month. Bars are snapshots, so the most recent month ends at the beat's creation (the partial month\n// its balance was taken in); an older month, or a beat created after its last month ended, keeps the\n// whole month.\nconst accountDateStrategy: FilterStrategy = ({\n  beat,\n  dataSeries,\n  selectedIndex,\n  isLastTab,\n  instanceSlotData,\n}) => {\n  const seriesItem = dataSeries[selectedIndex]\n  const { start, end } = monthRange(seriesItem?.date)\n  const createdAt = toCreatedAt(beat.created_at)\n\n  return {\n    dateRange: {\n      start,\n      end: isLastTab && isValid(createdAt) && createdAt < end ? createdAt : end,\n    },\n    ...accountScope(\n      beat.account_guids?.length ? beat.account_guids : instanceSlotData.account_guids,\n    ),\n  }\n}\n\n// A row's stored guids within the row's month, scoped to the beat's accounts. parseISO reads the\n// 'yyyy-MM-dd' date as a local calendar day, so the month never shifts with the viewer's time zone.\n// Fails closed: a missing row, guid list or date matches nothing, never the store's displayed range.\nconst guidsWithinMonth = (\n  guids: string[] | undefined,\n  date: string | undefined,\n  accountGuids?: string[],\n): TransactionFilter => {\n  const guidSet = new Set(guids)\n  const month = parseISO(date ?? '')\n  if (!guidSet.size || !isValid(month)) return { accounts: [], custom: () => false }\n\n  return {\n    custom: (trn) => guidSet.has(trn.guid),\n    dateRange: { start: startOfMonth(month), end: endOfMonth(month) },\n    ...accountScope(accountGuids),\n  }\n}\n\n// Monthly Subscription Aggregate — one data_series row per month, each naming its own\n// aggregated_guids; the selected month tab lists exactly those.\nconst monthlyAggregatedGuidsStrategy: FilterStrategy = ({ beat, dataSeries, selectedIndex }) =>\n  guidsWithinMonth(\n    dataSeries[selectedIndex]?.aggregated_guids,\n    dataSeries[selectedIndex]?.date,\n    beat.account_guids,\n  )\n\n// ── Double-bar strategies ──────────────────────────────────────────────────────────────────────\n\n// Monthly Spend to Income Comparison — the selected month's main (Spend, sub-tab 0) or comparison\n// (Income, sub-tab 1) bar guids. The V2 payload carries no account_guids on instance_slot.data.\nconst comparisonGuidsStrategy: FilterStrategy = ({\n  beat,\n  comparisonBars,\n  selectedIndex,\n  subIndex,\n}) => {\n  const bar = comparisonBars[selectedIndex]\n\n  return guidsWithinMonth(\n    subIndex === 1 ? bar?.comparisonGuids : bar?.mainGuids,\n    bar?.date,\n    beat.account_guids,\n  )\n}\n\n// ── Tabs-only strategies ───────────────────────────────────────────────────────────────────────\n\n// Monthly Non-Essential Category Summary — the series is the two sides of one month (non-essential /\n// essential), not a time series; the selected sub-tab picks the row.\nconst aggregatedGuidsStrategy: FilterStrategy = ({ beat, dataSeries, subIndex }) =>\n  guidsWithinMonth(\n    dataSeries[subIndex]?.aggregated_guids,\n    dataSeries[subIndex]?.date,\n    beat.account_guids,\n  )\n\nexport const layout: Partial<Record<DrillDownVariant, DrillDownVariantConfig>> = {\n  [DRILLDOWN_VARIANTS.TRANSACTION]: {\n    top: 'singleBar',\n    scope: 'store',\n    filterMode: 'store',\n    filterStrategy: transactionGuidStrategy,\n    colors: (theme: Theme, categoryGuid?: string) => [categoryColor(theme, categoryGuid)],\n    header: (ctx: DrillDownHeaderContext) => {\n      const { title, subHeader } = ctx\n      return {\n        heading: title,\n        subHeadingText: subHeader?.text || undefined,\n        icon: (\n          <MerchantLogo\n            alt={subHeader?.text}\n            categoryGuid={subHeader?.logo?.category_guid || ''}\n            merchantGuid={subHeader?.logo?.merchant_guid || ''}\n            size={16}\n          />\n        ),\n      }\n    },\n    tipSection: (setCloseTipSection, copy, merchantName = '') => {\n      return {\n        message: buildDynamicCopy(\n          copy.general.tip_section_message,\n          <strong>{copy.general.tip_section_title}</strong>,\n          <strong>{merchantName}</strong>,\n        ),\n        onDismiss: () => setCloseTipSection(true),\n      } as TipSectionProps\n    },\n  },\n  [DRILLDOWN_VARIANTS.CATEGORY_SPEND]: {\n    top: 'singleBar',\n    filterStrategy: categoryStrategy,\n    scope: 'store',\n    filterMode: 'store',\n    colors: (theme: Theme, categoryGuid?: string) => [categoryColor(theme, categoryGuid)],\n    header: (ctx: DrillDownHeaderContext) => {\n      return {\n        heading: ctx.categoryName,\n        subHeadingText: ctx.selectedDate\n          ? formatDate(toLocalDate(ctx.selectedDate), DATE_FORMATS_INTL.MONTH_LONG) || ''\n          : '',\n        icon: <Icon name=\"calendar_month\" size={16} />,\n      }\n    },\n  },\n  [DRILLDOWN_VARIANTS.MONTHLY_SPEND]: {\n    top: 'singleBar',\n    filterStrategy: spendCategoriesStrategy,\n    scope: 'store',\n    filterMode: 'store',\n    colors: (theme: Theme) => [theme.palette.chart.chart2 ?? theme.palette.primary.main],\n  },\n  [DRILLDOWN_VARIANTS.ACCOUNT_BALANCE]: {\n    top: 'singleBar',\n    filterStrategy: accountDateStrategy,\n    scope: 'store',\n    filterMode: 'store',\n    colors: (theme: Theme) => [theme.palette.success.main],\n  },\n  // Upcoming Bill: one bar per paid bill plus the projected bill, all from `drilldown_data`; a bar's\n  // tab lists that bill alone (filtered locally, as legacy pulse does).\n  [DRILLDOWN_VARIANTS.UPCOMING_BILL]: {\n    top: 'upcomingBill',\n    filterStrategy: transactionGuidStrategy,\n    scope: 'beat',\n    filterMode: 'local',\n    colors: (theme: Theme, categoryGuid?: string) => [categoryColor(theme, categoryGuid)],\n    slotData: resolveUpcomingBillSlotData,\n    beatTransactions: resolveUpcomingBillTransactions,\n    fetchMissingTransactions: (beat) => beat.insights_payload?.drilldown_data?.transaction_guids,\n    tipSection: upcomingBillTipSection,\n  },\n\n  // Low Account Balance's \"Transactions\" link: the account's transactions for the alert's window.\n  [DRILLDOWN_VARIANTS.LOW_BALANCE]: {\n    top: 'list',\n    filterStrategy: accountWindowStrategy,\n    scope: 'store',\n    filterMode: 'store',\n    colors: (theme: Theme) => [theme.palette.primary.main],\n    // Figma 438:27640 lists the rows straight under the drawer header.\n    hideListHeader: true,\n  },\n\n  // Monthly Subscription Aggregate's \"View Transactions\": one tab per month, no chart, each month\n  // listing its own aggregated_guids.\n  [DRILLDOWN_VARIANTS.SUBSCRIPTION_AGGREGATE]: {\n    top: 'monthTabs',\n    filterStrategy: monthlyAggregatedGuidsStrategy,\n    scope: 'store',\n    filterMode: 'store',\n    colors: (theme: Theme) => [theme.palette.primary.main],\n  },\n\n  // ── Double-bar comparison beats (month tabs + main / comparison sub-tabs) ────────────────────\n  // Monthly Spend to Income Comparison: Spend vs Income per month, in the card block's palette.\n  [DRILLDOWN_VARIANTS.SPEND_TO_INCOME]: {\n    top: 'doubleBar',\n    filterStrategy: comparisonGuidsStrategy,\n    scope: 'store',\n    filterMode: 'store',\n    colors: (theme: Theme) => getDoubleBarLayoutConfig(theme, 'spend_to_income')?.color ?? [],\n    subTabAriaLabels: (copy) => [copy.general.spend_transactions, copy.general.income_transactions],\n  },\n  // Cost of Living to Income: one living-cost category (Housing, Groceries, ...) vs Income per month.\n  // The cost bar takes the beat category's colour and Income the legacy chart4, as the pulse drawer.\n  [DRILLDOWN_VARIANTS.COST_OF_LIVING]: {\n    top: 'doubleBar',\n    filterStrategy: comparisonGuidsStrategy,\n    scope: 'store',\n    filterMode: 'store',\n    colors: (theme: Theme, categoryGuid?: string) => [\n      categoryColor(theme, categoryGuid),\n      theme.palette.chart.chart4 ?? theme.palette.primary.main,\n    ],\n    subTabAriaLabels: (copy) => [undefined, copy.general.income_transactions],\n  },\n  // NEXT MR — the other double-bar beats reuse comparisonGuidsStrategy with their own palettes:\n  // [DRILLDOWN_VARIANTS.SAVINGS_TO_INCOME]: comparison('savingsVsIncome'),\n  // [DRILLDOWN_VARIANTS.DEBT_TO_INCOME]:    comparison('debtVsIncome'),\n\n  // ── Tabs-only beats (no chart; one side tab per series row) ─────────────────────────────────\n  // Monthly Non-Essential Category Summary: the donut card's \"View more\" lists one month's spend by\n  // side, Non-essential / Essential, each side its own aggregated_guids. The tabs are labelled by\n  // the rows' pre-localized labels, in wire order; a row without one gets no tab.\n  [DRILLDOWN_VARIANTS.NON_ESSENTIAL_CATEGORY]: {\n    top: 'tabsOnly',\n    filterStrategy: aggregatedGuidsStrategy,\n    scope: 'store',\n    filterMode: 'store',\n    colors: (theme: Theme) => [theme.palette.primary.main],\n  },\n  // NEXT MR — [DRILLDOWN_VARIANTS.DEPOSIT_SUMMARY] (WEC-2097, MR !1756).\n}\n\n// Fallback for a missing/typo'd backend variant: a single-bar, store-scoped drawer filtered by the\n// beat's transaction guid and colored by category, so the drawer still renders instead of crashing.\nexport const FALLBACK: DrillDownVariantConfig = {\n  top: 'singleBar',\n  filterStrategy: transactionGuidStrategy,\n  scope: 'store',\n  filterMode: 'store',\n  colors: (theme: Theme, categoryGuid?: string) => [categoryColor(theme, 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'')\n\n// SavingsAccountBalancesSummary — monthly savings contributions, not categorized spend: the beat's\n// savings accounts within the month. The most recent month ends at the beat's creation (the partial\n// month it was generated in); an older month, or a beat created after its last month ended, keeps the\n// whole month. The accounts are drilldown_data's (resolveSavingsContributionsSlotData). Fails closed:\n// a drawer whose drilldown_data names no account lists no rows, never every account.\nconst accountDateStrategy: FilterStrategy = ({\n  beat,\n  dataSeries,\n  selectedIndex,\n  isLastTab,\n  instanceSlotData,\n}) => {\n  const seriesItem = dataSeries[selectedIndex]\n  const { start, end } = monthRange(seriesItem?.date)\n  const createdAt = toCreatedAt(beat.created_at)\n  const accountGuids = instanceSlotData.account_guids\n  const dateRange = {\n    start,\n    end: isLastTab && isValid(createdAt) && createdAt < end ? createdAt : end,\n  }\n\n  if (!accountGuids?.length) return { dateRange, accounts: [], custom: () => false }\n\n  return { dateRange, accounts: accountGuids }\n}\n\n// A row's stored guids within the row's month, scoped to the beat's accounts. parseISO reads the\n// 'yyyy-MM-dd' date as a local calendar day, so the month never shifts with the viewer's time zone.\n// Fails closed: a missing row, guid list or date matches nothing, never the store's displayed range.\nconst guidsWithinMonth = (\n  guids: string[] | undefined,\n  date: string | undefined,\n  accountGuids?: string[],\n): TransactionFilter => {\n  const guidSet = new Set(guids)\n  const month = parseISO(date ?? '')\n  if (!guidSet.size || !isValid(month)) return { accounts: [], custom: () => false }\n\n  return {\n    custom: (trn) => guidSet.has(trn.guid),\n    dateRange: { start: startOfMonth(month), end: endOfMonth(month) },\n    ...accountScope(accountGuids),\n  }\n}\n\n// Monthly Subscription Aggregate — one data_series row per month, each naming its own\n// aggregated_guids; the selected month tab lists exactly those.\nconst monthlyAggregatedGuidsStrategy: FilterStrategy = ({ beat, dataSeries, selectedIndex }) =>\n  guidsWithinMonth(\n    dataSeries[selectedIndex]?.aggregated_guids,\n    dataSeries[selectedIndex]?.date,\n    beat.account_guids,\n  )\n\n// ── Double-bar strategies ──────────────────────────────────────────────────────────────────────\n\n// Monthly Spend to Income Comparison — the selected month's main (Spend, sub-tab 0) or comparison\n// (Income, sub-tab 1) bar guids. The V2 payload carries no account_guids on instance_slot.data.\nconst comparisonGuidsStrategy: FilterStrategy = ({\n  beat,\n  comparisonBars,\n  selectedIndex,\n  subIndex,\n}) => {\n  const bar = comparisonBars[selectedIndex]\n\n  return guidsWithinMonth(\n    subIndex === 1 ? bar?.comparisonGuids : bar?.mainGuids,\n    bar?.date,\n    beat.account_guids,\n  )\n}\n\n// ── Tabs-only strategies ───────────────────────────────────────────────────────────────────────\n\n// Monthly Non-Essential Category Summary — the series is the two sides of one month (non-essential /\n// essential), not a time series; the selected sub-tab picks the row.\nconst aggregatedGuidsStrategy: FilterStrategy = ({ beat, dataSeries, subIndex }) =>\n  guidsWithinMonth(\n    dataSeries[subIndex]?.aggregated_guids,\n    dataSeries[subIndex]?.date,\n    beat.account_guids,\n  )\n\nexport const layout: Partial<Record<DrillDownVariant, DrillDownVariantConfig>> = {\n  [DRILLDOWN_VARIANTS.TRANSACTION]: {\n    top: 'singleBar',\n    scope: 'store',\n    filterMode: 'store',\n    filterStrategy: transactionGuidStrategy,\n    colors: (theme: Theme, categoryGuid?: string) => [categoryColor(theme, categoryGuid)],\n    header: (ctx: DrillDownHeaderContext) => {\n      const { title, subHeader } = ctx\n      return {\n        heading: title,\n        subHeadingText: subHeader?.text || undefined,\n        icon: (\n          <MerchantLogo\n            alt={subHeader?.text}\n            categoryGuid={subHeader?.logo?.category_guid || ''}\n            merchantGuid={subHeader?.logo?.merchant_guid || ''}\n            size={16}\n          />\n        ),\n      }\n    },\n    tipSection: (setCloseTipSection, copy, merchantName = '') => {\n      return {\n        message: buildDynamicCopy(\n          copy.general.tip_section_message,\n          <strong>{copy.general.tip_section_title}</strong>,\n          <strong>{merchantName}</strong>,\n        ),\n        onDismiss: () => setCloseTipSection(true),\n      } as TipSectionProps\n    },\n  },\n  [DRILLDOWN_VARIANTS.CATEGORY_SPEND]: {\n    top: 'singleBar',\n    filterStrategy: categoryStrategy,\n    scope: 'store',\n    filterMode: 'store',\n    colors: (theme: Theme, categoryGuid?: string) => [categoryColor(theme, categoryGuid)],\n    header: (ctx: DrillDownHeaderContext) => {\n      return {\n        heading: ctx.categoryName,\n        subHeadingText: ctx.selectedDate\n          ? formatDate(toLocalDate(ctx.selectedDate), DATE_FORMATS_INTL.MONTH_LONG) || ''\n          : '',\n        icon: <Icon name=\"calendar_month\" size={16} />,\n      }\n    },\n  },\n  [DRILLDOWN_VARIANTS.MONTHLY_SPEND]: {\n    top: 'singleBar',\n    filterStrategy: spendCategoriesStrategy,\n    scope: 'store',\n    filterMode: 'store',\n    colors: (theme: Theme) => [theme.palette.chart.chart2 ?? theme.palette.primary.main],\n  },\n  [DRILLDOWN_VARIANTS.ACCOUNT_BALANCE]: {\n    top: 'singleBar',\n    filterStrategy: accountDateStrategy,\n    slotData: resolveSavingsContributionsSlotData,\n    scope: 'store',\n    filterMode: 'store',\n    colors: (theme: Theme) => [theme.palette.success.main],\n  },\n  // Upcoming Bill: one bar per paid bill plus the projected bill, all from `drilldown_data`; a bar's\n  // tab lists that bill alone (filtered locally, as legacy pulse does).\n  [DRILLDOWN_VARIANTS.UPCOMING_BILL]: {\n    top: 'upcomingBill',\n    filterStrategy: transactionGuidStrategy,\n    scope: 'beat',\n    filterMode: 'local',\n    colors: (theme: Theme, categoryGuid?: string) => [categoryColor(theme, categoryGuid)],\n    slotData: resolveUpcomingBillSlotData,\n    beatTransactions: resolveUpcomingBillTransactions,\n    fetchMissingTransactions: (beat) => beat.insights_payload?.drilldown_data?.transaction_guids,\n    tipSection: upcomingBillTipSection,\n  },\n\n  // Low Account Balance's \"Transactions\" link: the account's transactions for the alert's window.\n  [DRILLDOWN_VARIANTS.LOW_BALANCE]: {\n    top: 'list',\n    filterStrategy: accountWindowStrategy,\n    scope: 'store',\n    filterMode: 'store',\n    colors: (theme: Theme) => [theme.palette.primary.main],\n    // Figma 438:27640 lists the rows straight under the drawer header.\n    hideListHeader: true,\n  },\n\n  // Monthly Subscription Aggregate's \"View Transactions\": one tab per month, no chart, each month\n  // listing its own aggregated_guids.\n  [DRILLDOWN_VARIANTS.SUBSCRIPTION_AGGREGATE]: {\n    top: 'monthTabs',\n    filterStrategy: monthlyAggregatedGuidsStrategy,\n    scope: 'store',\n    filterMode: 'store',\n    colors: (theme: Theme) => [theme.palette.primary.main],\n  },\n\n  // ── Double-bar comparison beats (month tabs + main / comparison sub-tabs) ────────────────────\n  // Monthly Spend to Income Comparison: Spend vs Income per month, in the card block's palette.\n  [DRILLDOWN_VARIANTS.SPEND_TO_INCOME]: {\n    top: 'doubleBar',\n    filterStrategy: comparisonGuidsStrategy,\n    scope: 'store',\n    filterMode: 'store',\n    colors: (theme: Theme) => getDoubleBarLayoutConfig(theme, 'spend_to_income')?.color ?? [],\n    subTabAriaLabels: (copy) => [copy.general.spend_transactions, copy.general.income_transactions],\n  },\n  // Cost of Living to Income: one living-cost category (Housing, Groceries, ...) vs Income per month.\n  // The cost bar takes the beat category's colour and Income the legacy chart4, as the pulse drawer.\n  [DRILLDOWN_VARIANTS.COST_OF_LIVING]: {\n    top: 'doubleBar',\n    filterStrategy: comparisonGuidsStrategy,\n    scope: 'store',\n    filterMode: 'store',\n    colors: (theme: Theme, categoryGuid?: string) => [\n      categoryColor(theme, categoryGuid),\n      theme.palette.chart.chart4 ?? theme.palette.primary.main,\n    ],\n    subTabAriaLabels: (copy) => [undefined, copy.general.income_transactions],\n  },\n  // NEXT MR — the other double-bar beats reuse comparisonGuidsStrategy with their own palettes:\n  // [DRILLDOWN_VARIANTS.SAVINGS_TO_INCOME]: comparison('savingsVsIncome'),\n  // [DRILLDOWN_VARIANTS.DEBT_TO_INCOME]:    comparison('debtVsIncome'),\n\n  // ── Tabs-only beats (no chart; one side tab per series row) ─────────────────────────────────\n  // Monthly Non-Essential Category Summary: the donut card's \"View more\" lists one month's spend by\n  // side, Non-essential / Essential, each side its own aggregated_guids. 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package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@mx-cartographer/experiences",
-  "version": "9.7.106",
+  "version": "9.7.107",
   "description": "Library containing experience widgets",
   "author": "MX",
   "license": "MIT",