@powerhousedao/contributor-billing 0.1.42 → 0.1.43

package/dist/editors/snapshot-report-editor/components/SetOwner.js

@@ -1,14 +1,13 @@
-import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
+import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
 import { useCallback, useEffect, useMemo, useRef, useState } from "react";
 import { useDrives } from "@powerhousedao/reactor-browser";
-import { setOwnerId } from "../../../document-models/snapshot-report/gen/configuration/creators.js";
+import { addOwnerId, removeOwnerId, } from "../../../document-models/snapshot-report/gen/configuration/creators.js";
 import { useAddReportToRemoteDrive, useOwnerDriveActions, } from "./AddReportToRemoteDrive.js";
-export function SetOwner({ ownerId, dispatch }) {
+export function SetOwner({ ownerIds, dispatch }) {
     const drives = useDrives();
     const [query, setQuery] = useState("");
     const [isPickerOpen, setIsPickerOpen] = useState(false);
     const pickerRef = useRef(null);
-    const { ownerDriveId, ownerId: resolvedOwnerId, selectedDocument, } = useAddReportToRemoteDrive(ownerId);
     const builderProfiles = useMemo(() => {
         if (!drives)
             return [];
@@ -25,26 +24,29 @@ export function SetOwner({ ownerId, dispatch }) {
             driveId: drive.header.id,
         })));
     }, [drives]);
-    const selectedProfile = useMemo(() => builderProfiles.find((profile) => profile.id === ownerId), [builderProfiles, ownerId]);
-    const showPicker = !ownerId || isPickerOpen;
+    // Filter out already selected owners from the picker
+    const ownerIdSet = new Set(ownerIds);
+    const availableProfiles = builderProfiles.filter((profile) => !ownerIdSet.has(profile.id));
     const normalizedQuery = query.trim().toLowerCase();
     const filteredProfiles = normalizedQuery
-        ? builderProfiles.filter((profile) => profile.name.toLowerCase().includes(normalizedQuery))
-        : builderProfiles.slice(0, 5);
-    const shouldShowOptions = isPickerOpen;
+        ? availableProfiles.filter((profile) => profile.name.toLowerCase().includes(normalizedQuery))
+        : availableProfiles.slice(0, 5);
     const handleSelect = (profile) => {
-        dispatch(setOwnerId({ ownerId: profile.id }));
+        dispatch(addOwnerId({ ownerId: profile.id }));
         setQuery("");
         setIsPickerOpen(false);
     };
     const handleManualSelect = (value) => {
         const trimmed = value.trim();
-        if (!trimmed)
+        if (!trimmed || ownerIdSet.has(trimmed))
             return;
-        dispatch(setOwnerId({ ownerId: trimmed }));
+        dispatch(addOwnerId({ ownerId: trimmed }));
         setQuery("");
         setIsPickerOpen(false);
     };
+    const handleRemoveOwner = (ownerId) => {
+        dispatch(removeOwnerId({ ownerId }));
+    };
     useEffect(() => {
         if (!isPickerOpen)
             return;
@@ -58,8 +60,17 @@ export function SetOwner({ ownerId, dispatch }) {
         document.addEventListener("mousedown", handleClickOutside);
         return () => document.removeEventListener("mousedown", handleClickOutside);
     }, [isPickerOpen]);
-    const ownerDriveMissing = !!resolvedOwnerId && !ownerDriveId;
-    return (_jsxs("div", { className: "flex items-start gap-2", children: [_jsx("span", { className: "pt-2 text-sm font-medium text-gray-500 dark:text-gray-400", children: "Owner:" }), _jsx("div", { className: "w-full max-w-lg", children: showPicker ? (_jsxs("div", { className: "relative", ref: pickerRef, children: [_jsx("input", { type: "text", value: query, onChange: (event) => setQuery(event.target.value), onFocus: () => setIsPickerOpen(true), placeholder: "Search builder name", className: "w-full min-w-[320px] rounded-md border border-gray-300 bg-white px-3 py-2 text-sm text-gray-900 shadow-sm focus:border-gray-500 focus:outline-none focus:ring-2 focus:ring-gray-200 dark:border-gray-700 dark:bg-gray-900 dark:text-gray-100 dark:focus:border-gray-400 dark:focus:ring-gray-800" }), shouldShowOptions ? (filteredProfiles.length > 0 ? (_jsx("div", { className: "absolute z-10 mt-2 w-full rounded-md border border-gray-200 bg-white shadow-lg dark:border-gray-700 dark:bg-gray-900", children: filteredProfiles.map((profile) => (_jsxs("button", { type: "button", onClick: () => handleSelect(profile), className: "flex w-full flex-col px-3 py-2 text-left text-sm text-gray-900 hover:bg-gray-50 dark:text-gray-100 dark:hover:bg-gray-800", children: [_jsx("span", { className: "font-medium", children: profile.name }), _jsx("span", { className: "text-xs text-gray-500 dark:text-gray-400", children: profile.id })] }, `${profile.driveId}-${profile.id}`))) })) : (_jsxs("div", { className: "absolute z-10 mt-2 w-full rounded-md border border-gray-200 bg-white shadow-lg dark:border-gray-700 dark:bg-gray-900", children: [_jsx("div", { className: "px-3 py-2 text-sm text-gray-500 dark:text-gray-400", children: "No matching builders" }), normalizedQuery ? (_jsxs("button", { type: "button", onClick: () => handleManualSelect(query), className: "flex w-full flex-col px-3 py-2 text-left text-sm text-gray-900 hover:bg-gray-50 dark:text-gray-100 dark:hover:bg-gray-800", children: [_jsx("span", { className: "font-medium", children: "Use this ID" }), _jsx("span", { className: "text-xs text-gray-500 dark:text-gray-400", children: query })] })) : null] }))) : null] })) : (_jsxs("div", { className: "rounded-md border border-gray-200 bg-white px-3 py-2 shadow-sm dark:border-gray-700 dark:bg-gray-900", children: [_jsx("div", { className: "text-sm font-semibold text-gray-900 dark:text-gray-100", children: selectedProfile?.name || "Unknown builder" }), _jsx("div", { className: "mt-2", children: _jsx("input", { type: "text", value: ownerId || "", readOnly: true, className: "w-full min-w-[320px] rounded-md border border-gray-200 bg-gray-50 px-3 py-1.5 text-xs font-mono text-gray-700 shadow-sm focus:outline-none dark:border-gray-700 dark:bg-gray-800 dark:text-gray-200" }) }), _jsxs("div", { className: "mt-2 flex flex-wrap items-center gap-3", children: [_jsx("button", { type: "button", onClick: () => setIsPickerOpen(true), className: "text-xs font-medium text-gray-600 hover:text-gray-900 dark:text-gray-300 dark:hover:text-white", children: "Change owner" }), ownerDriveMissing ? (_jsx("span", { className: "text-xs font-medium text-amber-600 dark:text-amber-400", children: "Owner Drive Not Found" })) : ownerDriveId ? (_jsx(OwnerDriveActions, { ownerDriveId: ownerDriveId, selectedDocument: selectedDocument, ownerName: selectedProfile?.name || "owner" })) : null] })] })) })] }));
+    return (_jsxs("div", { className: "space-y-3", children: [ownerIds.length > 0 && (_jsx("div", { className: "space-y-2", children: ownerIds.map((ownerId) => (_jsx(OwnerCard, { ownerId: ownerId, builderProfiles: builderProfiles, onRemove: () => handleRemoveOwner(ownerId) }, ownerId))) })), _jsxs("div", { className: "relative", ref: pickerRef, children: [_jsx("div", { className: "flex items-center gap-2", children: _jsx("input", { type: "text", value: query, onChange: (event) => setQuery(event.target.value), onFocus: () => setIsPickerOpen(true), placeholder: ownerIds.length === 0
+                                ? "Search builder name to add owner"
+                                : "Add another owner...", className: "flex-1 min-w-[280px] rounded-md border border-gray-300 bg-white px-3 py-2 text-sm text-gray-900 shadow-sm focus:border-gray-500 focus:outline-none focus:ring-2 focus:ring-gray-200 dark:border-gray-700 dark:bg-gray-900 dark:text-gray-100 dark:focus:border-gray-400 dark:focus:ring-gray-800" }) }), isPickerOpen && (_jsx("div", { className: "absolute z-10 mt-2 w-full rounded-md border border-gray-200 bg-white shadow-lg dark:border-gray-700 dark:bg-gray-900", children: filteredProfiles.length > 0 ? (filteredProfiles.map((profile) => (_jsxs("button", { type: "button", onClick: () => handleSelect(profile), className: "flex w-full flex-col px-3 py-2 text-left text-sm text-gray-900 hover:bg-gray-50 dark:text-gray-100 dark:hover:bg-gray-800", children: [_jsx("span", { className: "font-medium", children: profile.name }), _jsx("span", { className: "text-xs text-gray-500 dark:text-gray-400", children: profile.id })] }, `${profile.driveId}-${profile.id}`)))) : (_jsxs(_Fragment, { children: [_jsx("div", { className: "px-3 py-2 text-sm text-gray-500 dark:text-gray-400", children: normalizedQuery
+                                        ? "No matching builders"
+                                        : "No more builders available" }), normalizedQuery && !ownerIdSet.has(normalizedQuery) && (_jsxs("button", { type: "button", onClick: () => handleManualSelect(query), className: "flex w-full flex-col px-3 py-2 text-left text-sm text-gray-900 hover:bg-gray-50 dark:text-gray-100 dark:hover:bg-gray-800", children: [_jsx("span", { className: "font-medium", children: "Use this ID" }), _jsx("span", { className: "text-xs text-gray-500 dark:text-gray-400", children: query })] }))] })) }))] })] }));
+}
+function OwnerCard({ ownerId, builderProfiles, onRemove }) {
+    const profile = builderProfiles.find((p) => p.id === ownerId);
+    const { ownerDriveId, selectedDocument } = useAddReportToRemoteDrive(ownerId);
+    const ownerDriveMissing = !!ownerId && !ownerDriveId;
+    return (_jsxs("div", { className: "rounded-md border border-gray-200 bg-white px-3 py-2 shadow-sm dark:border-gray-700 dark:bg-gray-900", children: [_jsxs("div", { className: "flex items-start justify-between gap-2", children: [_jsxs("div", { className: "flex-1 min-w-0", children: [_jsx("div", { className: "text-sm font-semibold text-gray-900 dark:text-gray-100", children: profile?.name || "Unknown builder" }), _jsx("div", { className: "mt-1 text-xs font-mono text-gray-500 dark:text-gray-400 truncate", children: ownerId })] }), _jsx("button", { type: "button", onClick: onRemove, className: "p-1 text-gray-400 hover:text-red-500 dark:text-gray-500 dark:hover:text-red-400", title: "Remove owner", children: _jsx("svg", { className: "w-4 h-4", fill: "none", stroke: "currentColor", viewBox: "0 0 24 24", children: _jsx("path", { strokeLinecap: "round", strokeLinejoin: "round", strokeWidth: 2, d: "M6 18L18 6M6 6l12 12" }) }) })] }), _jsx("div", { className: "mt-2 flex flex-wrap items-center gap-3", children: ownerDriveMissing ? (_jsx("span", { className: "text-xs font-medium text-amber-600 dark:text-amber-400", children: "Owner Drive Not Found" })) : ownerDriveId ? (_jsx(OwnerDriveActions, { ownerDriveId: ownerDriveId, selectedDocument: selectedDocument, ownerName: profile?.name || "owner" })) : null })] }));
 }
 function OwnerDriveActions({ ownerDriveId, selectedDocument, ownerName, }) {
     const { addReportToOwnerDrive, canAddReportToOwnerDrive, driveDocumentId, snapshotReportNodeIds, } = useOwnerDriveActions(ownerDriveId, selectedDocument);

package/dist/editors/snapshot-report-editor/editor.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"editor.d.ts","sourceRoot":"","sources":["../../../editors/snapshot-report-editor/editor.tsx"],"names":[],"mappings":"AA6EA,MAAM,CAAC,OAAO,UAAU,MAAM,4CAqsC7B"}
+{"version":3,"file":"editor.d.ts","sourceRoot":"","sources":["../../../editors/snapshot-report-editor/editor.tsx"],"names":[],"mappings":"AA6EA,MAAM,CAAC,OAAO,UAAU,MAAM,4CAqtC7B"}

package/dist/editors/snapshot-report-editor/editor.js

@@ -57,7 +57,7 @@ export default function Editor() {
     if (!document) {
         return _jsx("div", { children: "Loading..." });
     }
-    const { reportName, startDate, endDate, snapshotAccounts, accountsDocumentId, ownerId, reportPeriodStart, reportPeriodEnd, } = document.state.global;
+    const { reportName, startDate, endDate, snapshotAccounts, accountsDocumentId, ownerIds, reportPeriodStart, reportPeriodEnd, } = document.state.global;
     // Filter for Accounts documents
     const accountsDocuments = documentsInDrive
         ? documentsInDrive.filter((doc) => doc.header.documentType === "powerhouse/accounts")
@@ -472,7 +472,7 @@ export default function Editor() {
     function handleClose() {
         setSelectedNode(parentFolder?.id);
     }
-    return (_jsxs("div", { children: [_jsx(DocumentToolbar, { document: document, onClose: handleClose }), _jsxs("div", { className: "p-6 max-w-7xl mx-auto", children: [_jsx("h1", { className: "text-3xl font-bold mb-6", children: "Snapshot Report" }), _jsxs("div", { className: "bg-white rounded-lg shadow p-6 mb-6", children: [_jsx("h2", { className: "text-xl font-semibold mb-4", children: "Report Configuration" }), _jsxs("div", { className: "space-y-4", children: [_jsxs("div", { className: "grid grid-cols-1 md:grid-cols-2 gap-4", children: [_jsxs("div", { children: [_jsx("label", { className: "block text-sm font-medium text-gray-700 mb-2", children: "Report Name" }), _jsx("input", { type: "text", value: reportName || "", onChange: (e) => handleSetReportName(e.target.value), className: "w-full px-3 py-2 border border-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500", placeholder: "Q4 2024 Treasury Report" })] }), _jsxs("div", { children: [_jsx("label", { className: "block text-sm font-medium text-gray-700 mb-2", children: "Owner" }), _jsx(SetOwner, { ownerId: ownerId, dispatch: dispatch })] }), _jsxs("div", { children: [_jsx("label", { className: "block text-sm font-medium text-gray-700 mb-2", children: "Accounts Document" }), _jsxs("select", { value: accountsDocumentId || "", onChange: (e) => dispatch?.(setReportConfig({
+    return (_jsxs("div", { children: [_jsx(DocumentToolbar, { document: document, onClose: handleClose }), _jsxs("div", { className: "p-6 max-w-7xl mx-auto", children: [_jsx("h1", { className: "text-3xl font-bold mb-6", children: "Snapshot Report" }), _jsxs("div", { className: "bg-white rounded-lg shadow p-6 mb-6", children: [_jsx("h2", { className: "text-xl font-semibold mb-4", children: "Report Configuration" }), _jsxs("div", { className: "space-y-4", children: [_jsxs("div", { className: "grid grid-cols-1 md:grid-cols-2 gap-4", children: [_jsxs("div", { children: [_jsx("label", { className: "block text-sm font-medium text-gray-700 mb-2", children: "Report Name" }), _jsx("input", { type: "text", value: reportName || "", onChange: (e) => handleSetReportName(e.target.value), className: "w-full px-3 py-2 border border-gray-300 rounded-md focus:outline-none focus:ring-2 focus:ring-blue-500", placeholder: "Q4 2024 Treasury Report" })] }), _jsxs("div", { children: [_jsx("label", { className: "block text-sm font-medium text-gray-700 mb-2", children: "Owners" }), _jsx(SetOwner, { ownerIds: ownerIds ?? [], dispatch: dispatch })] }), _jsxs("div", { children: [_jsx("label", { className: "block text-sm font-medium text-gray-700 mb-2", children: "Accounts Document" }), _jsxs("select", { value: accountsDocumentId || "", onChange: (e) => dispatch?.(setReportConfig({
                                                             accountsDocumentId: e.target.value || undefined,
                                                             reportName: reportName || undefined,
                                                             startDate: startDate || undefined,
@@ -541,13 +541,17 @@ export default function Editor() {
                                                                                         return (_jsxs("div", { className: "bg-gray-50 rounded p-2 text-sm", children: [_jsx("div", { className: "font-medium text-gray-700 mb-1", children: balance.token }), _jsxs("div", { className: "text-xs text-gray-600 space-y-1", style: {
                                                                                                         fontVariantNumeric: "tabular-nums",
                                                                                                     }, children: [_jsxs("div", { children: ["Opening:", " ", _jsx("span", { className: "font-medium", children: formatBalance(balance.amount) })] }), endingBalance && (_jsxs("div", { children: ["Closing:", " ", _jsx("span", { className: "font-medium", children: formatBalance(endingBalance.amount) })] }))] })] }, balance.id));
-                                                                                    }), endingOnlyBalances.map((balance) => (_jsxs("div", { className: "bg-gray-50 rounded p-2 text-sm", children: [_jsx("div", { className: "font-medium text-gray-700 mb-1", children: balance.token }), _jsx("div", { className: "text-xs text-gray-600", style: {
+                                                                                    }), endingOnlyBalances.map((balance) => (_jsxs("div", { className: "bg-gray-50 rounded p-2 text-sm", children: [_jsx("div", { className: "font-medium text-gray-700 mb-1", children: balance.token }), _jsxs("div", { className: "text-xs text-gray-600 space-y-1", style: {
                                                                                                     fontVariantNumeric: "tabular-nums",
-                                                                                                }, children: _jsxs("div", { children: ["Closing:", " ", _jsx("span", { className: "font-medium", children: formatBalance(balance.amount) })] }) })] }, balance.id)))] })] }));
+                                                                                                }, children: [_jsxs("div", { children: ["Opening:", " ", _jsxs("span", { className: "font-medium", children: ["0.000000 ", balance.token] })] }), _jsxs("div", { children: ["Closing:", " ", _jsx("span", { className: "font-medium", children: formatBalance(balance.amount) })] })] })] }, balance.id)))] })] }));
                                                                 })(), account.transactions.length > 0 && (_jsx("button", { onClick: () => handleToggleAccountExpansion(account.id), className: "mt-3 flex items-center gap-2 text-sm text-blue-600 hover:text-blue-800", children: expandedAccounts.has(account.id) ? (_jsxs(_Fragment, { children: [_jsx(ChevronUp, { className: "w-4 h-4" }), _jsx("span", { children: "Hide Transactions" })] })) : (_jsxs(_Fragment, { children: [_jsx(ChevronDown, { className: "w-4 h-4" }), _jsx("span", { children: "Show Transactions" })] })) }))] }), expandedAccounts.has(account.id) &&
-                                                            account.transactions.length > 0 && (_jsx("div", { className: "border-t border-gray-200 bg-gray-50", children: _jsxs("div", { className: "p-4", children: [_jsxs("h4", { className: "text-sm font-semibold text-gray-700 mb-3", children: ["Transactions (", account.transactions.length, ")"] }), _jsx("div", { className: "space-y-2", children: account.transactions.map((tx) => (_jsx("div", { className: "bg-white border border-gray-200 rounded p-3 text-sm", children: _jsxs("div", { className: "grid grid-cols-2 gap-2", children: [_jsxs("div", { children: [_jsx("span", { className: "text-gray-500", children: "Direction:" }), _jsx("span", { className: `ml-2 font-medium ${tx.direction === "INFLOW"
+                                                            account.transactions.length > 0 && (_jsx("div", { className: "border-t border-gray-200 bg-gray-50", children: _jsxs("div", { className: "p-4", children: [_jsxs("h4", { className: "text-sm font-semibold text-gray-700 mb-3", children: ["Transactions (", account.transactions.length, ")"] }), _jsx("div", { className: "space-y-2", children: [...account.transactions]
+                                                                            .sort((a, b) => new Date(b.datetime).getTime() -
+                                                                            new Date(a.datetime).getTime())
+                                                                            .map((tx) => (_jsx("div", { className: "bg-white border border-gray-200 rounded p-3 text-sm", children: _jsxs("div", { className: "grid grid-cols-2 gap-2", children: [_jsxs("div", { children: [_jsx("span", { className: "text-gray-500", children: "Direction:" }), _jsx("span", { className: `ml-2 font-medium ${tx.direction === "INFLOW"
                                                                                                     ? "text-green-600"
-                                                                                                    : "text-red-600"}`, children: tx.direction })] }), _jsxs("div", { children: [_jsx("span", { className: "text-gray-500", children: "Amount:" }), _jsx("span", { className: "ml-2 font-medium", children: typeof tx.amount === "object" &&
+                                                                                                    : "text-red-600"}`, children: tx.direction })] }), _jsxs("div", { children: [_jsx("span", { className: "text-gray-500", children: "Amount:" }), _jsx("span", { className: "ml-2 font-medium", children: typeof tx.amount ===
+                                                                                                    "object" &&
                                                                                                     tx.amount?.value !== undefined
                                                                                                     ? `${tx.amount.value} ${tx.amount.unit || tx.token}`
                                                                                                     : `${tx.amount} ${tx.token}` })] }), _jsxs("div", { children: [_jsx("span", { className: "text-gray-500", children: "Date:" }), _jsx("span", { className: "ml-2", children: new Date(tx.datetime).toLocaleDateString() })] }), _jsxs("div", { children: [_jsx("span", { className: "text-gray-500", children: "Time:" }), _jsx("span", { className: "ml-2", children: new Date(tx.datetime).toLocaleTimeString() })] }), tx.counterParty && (_jsxs("div", { className: "col-span-2", children: [_jsx("span", { className: "text-gray-500", children: "Counter Party:" }), _jsx("span", { className: "ml-2 font-mono text-xs", children: tx.counterParty })] })), tx.flowType && (_jsxs("div", { children: [_jsx("span", { className: "text-gray-500", children: "Flow Type:" }), _jsx("span", { className: `ml-2 px-2 py-0.5 rounded text-xs font-medium ${tx.flowType === "TopUp"
@@ -557,7 +561,10 @@ export default function Editor() {
                                                                                                         : tx.flowType ===
                                                                                                             "Internal"
                                                                                                             ? "bg-purple-100 text-purple-800"
-                                                                                                            : "bg-red-100 text-red-800"}`, children: tx.flowType })] })), _jsxs("div", { className: "col-span-2", children: [_jsx("span", { className: "text-gray-500", children: "Tx Hash:" }), _jsxs("a", { href: `https://etherscan.io/tx/${tx.txHash}`, target: "_blank", rel: "noopener noreferrer", className: "ml-2 text-blue-600 hover:underline font-mono text-xs", children: [tx.txHash.substring(0, 10), "...", tx.txHash.substring(tx.txHash.length - 8)] })] })] }) }, tx.id))) })] }) }))] }, account.id))) })] }, type));
+                                                                                                            : tx.flowType ===
+                                                                                                                "Swap"
+                                                                                                                ? "bg-blue-100 text-blue-800"
+                                                                                                                : "bg-red-100 text-red-800"}`, children: tx.flowType })] })), _jsxs("div", { className: "col-span-2", children: [_jsx("span", { className: "text-gray-500", children: "Tx Hash:" }), _jsxs("a", { href: `https://etherscan.io/tx/${tx.txHash}`, target: "_blank", rel: "noopener noreferrer", className: "ml-2 text-blue-600 hover:underline font-mono text-xs", children: [tx.txHash.substring(0, 10), "...", tx.txHash.substring(tx.txHash.length - 8)] })] })] }) }, tx.id))) })] }) }))] }, account.id))) })] }, type));
                                 }) }))] }), isAccountPickerOpen && (_jsx("div", { className: "fixed inset-0 bg-black bg-opacity-50 flex items-center justify-center z-50", children: _jsxs("div", { className: "bg-white rounded-lg shadow-xl max-w-2xl w-full mx-4 max-h-[80vh] flex flex-col", children: [_jsxs("div", { className: "p-6 border-b", children: [_jsx("h3", { className: "text-xl font-semibold", children: "Select Accounts to Import" }), _jsx("p", { className: "text-sm text-gray-600 mt-1", children: "Choose accounts from the selected Accounts document" })] }), _jsx("div", { className: "p-6 overflow-y-auto flex-1", children: availableAccounts.length === 0 ? (_jsx("div", { className: "text-center py-8 text-gray-500", children: "No accounts available in the selected document" })) : (_jsx("div", { className: "space-y-2", children: availableAccounts.map((account) => {
                                             const isAlreadyAdded = existingAccountIds.has(account.id);
                                             const isSelected = selectedAccountIds.has(account.id);

package/dist/editors/snapshot-report-editor/hooks/useSyncSnapshotAccount.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"useSyncSnapshotAccount.d.ts","sourceRoot":"","sources":["../../../../editors/snapshot-report-editor/hooks/useSyncSnapshotAccount.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAiBH,OAAO,KAAK,EACV,eAAe,EAGhB,MAAM,uDAAuD,CAAC;AAC/D,OAAO,KAAK,EAAE,YAAY,EAAE,MAAM,uDAAuD,CAAC;AA+D1F,wBAAgB,sBAAsB;mCAKjB,eAAe,gBAClB,YAAY,GAAG,SAAS,sBAClB,MAAM,GAAG,IAAI,GAAG,SAAS,aAClC,MAAM,GAAG,IAAI,GAAG,SAAS,WAC3B,MAAM,GAAG,IAAI,GAAG,SAAS,YACxB,GAAG,wBACQ,eAAe,EAAE,uBACjB,MAAM,KAC1B,OAAO,CAAC;QACT,OAAO,EAAE,OAAO,CAAC;QACjB,OAAO,EAAE,MAAM,CAAC;QAChB,iBAAiB,CAAC,EAAE,MAAM,CAAC;QAC3B,UAAU,CAAC,EAAE,MAAM,CAAC;KACrB,CAAC;EAmjBH"}

package/dist/editors/snapshot-report-editor/hooks/useSyncSnapshotAccount.js

@@ -8,8 +8,49 @@ import { accountTransactionsService } from "../../accounts-editor/services/accou
 import { actions as accountsActions } from "../../../document-models/accounts/index.js";
 import { actions as snapshotActions, balancesActions, transactionsActions, } from "../../../document-models/snapshot-report/index.js";
 import { calculateBalances } from "../utils/balanceCalculations.js";
-import { deriveTransactionsForAccount } from "../utils/deriveTransactions.js";
 import { calculateTransactionFlowInfo } from "../utils/flowTypeCalculations.js";
+/**
+ * Calculate starting balances for non-Internal accounts from Internal account transactions
+ */
+function calculateNonInternalStartingBalances(allTransactions, nonInternalAccounts, startDate) {
+    const start = new Date(startDate);
+    const result = new Map();
+    for (const account of nonInternalAccounts) {
+        const addressLower = account.accountAddress.toLowerCase();
+        const tokenBalances = new Map();
+        // Find pre-period transactions where this account is counter-party
+        for (const tx of allTransactions) {
+            if (!tx.counterParty || tx.counterParty.toLowerCase() !== addressLower)
+                continue;
+            const txDate = new Date(tx.datetime);
+            if (txDate >= start)
+                continue;
+            const token = tx.details?.token || tx.token || "";
+            const amountObj = tx.amount;
+            const amountValue = parseFloat(typeof amountObj === "object"
+                ? amountObj.value || "0"
+                : String(amountObj).split(" ")[0]);
+            // Invert direction: Internal OUTFLOW = non-Internal INFLOW
+            const invertedDirection = tx.direction === "OUTFLOW" ? "INFLOW" : "OUTFLOW";
+            const effect = account.type === "Source"
+                ? invertedDirection === "OUTFLOW"
+                    ? amountValue
+                    : -amountValue
+                : invertedDirection === "INFLOW"
+                    ? amountValue
+                    : -amountValue;
+            tokenBalances.set(token, (tokenBalances.get(token) || 0) + effect);
+        }
+        const balances = new Map();
+        tokenBalances.forEach((value, token) => {
+            if (Math.abs(value) > 1e-10) {
+                balances.set(token, { value: value.toString(), unit: token });
+            }
+        });
+        result.set(account.id, balances);
+    }
+    return result;
+}
 export function useSyncSnapshotAccount() {
     const documents = useDocumentsInSelectedDrive();
     const [selectedDrive] = useSelectedDrive();
@@ -173,6 +214,32 @@ export function useSyncSnapshotAccount() {
                     amount: balance.closing,
                 }));
             });
+            // 7. Update starting balances for non-Internal accounts from this Internal's transactions
+            const nonInternalAccounts = allSnapshotAccounts.filter((a) => a.type !== "Internal" && a.id !== snapshotAccount.id);
+            if (nonInternalAccounts.length > 0) {
+                const nonInternalBalances = calculateNonInternalStartingBalances(allTransactions, nonInternalAccounts, startDate);
+                nonInternalBalances.forEach((tokenBalances, accountId) => {
+                    const account = allSnapshotAccounts.find((a) => a.id === accountId);
+                    if (!account)
+                        return;
+                    // Remove existing starting balances for this account
+                    account.startingBalances.forEach((b) => {
+                        allActions.push(balancesActions.removeStartingBalance({
+                            accountId,
+                            balanceId: b.id,
+                        }));
+                    });
+                    // Add new starting balances
+                    tokenBalances.forEach((amount, token) => {
+                        allActions.push(balancesActions.setStartingBalance({
+                            accountId,
+                            balanceId: generateId(),
+                            token,
+                            amount,
+                        }));
+                    });
+                });
+            }
             // Dispatch all actions in a single batch if we have a document ID
             if (snapshotDocumentId && allActions.length > 0) {
                 await dispatchActions(allActions, snapshotDocumentId);
@@ -198,10 +265,12 @@ export function useSyncSnapshotAccount() {
     };
     /**
      * Sync a non-Internal account by deriving transactions from Internal accounts
+     * Uses FULL transaction history from AccountTransactions documents (not just snapshot transactions)
+     * to correctly calculate opening balances from pre-period transactions
      */
     const syncNonInternalAccount = async (snapshotAccount, startDate, endDate, dispatch, allSnapshotAccounts, snapshotDocumentId) => {
         try {
-            // Get Internal accounts with their transactions
+            // Get Internal accounts
             const internalAccounts = allSnapshotAccounts.filter((acc) => acc.type === "Internal");
             if (internalAccounts.length === 0) {
                 return {
@@ -209,12 +278,68 @@ export function useSyncSnapshotAccount() {
                     message: "No Internal accounts found. Import Internal accounts first to derive transactions.",
                 };
             }
-            // Derive transactions from Internal accounts
-            const derivedTransactions = deriveTransactionsForAccount(snapshotAccount, internalAccounts);
-            // Filter to period for snapshot
+            // For starting balance calculation, we need ALL transactions from Internal accounts,
+            // not just the ones in the snapshot. Fetch from AccountTransactions documents.
+            const accountAddressLower = snapshotAccount.accountAddress.toLowerCase();
+            const allDerivedTransactions = [];
+            // Scan ALL transactions from each Internal account's AccountTransactions document
+            for (const internalAccount of internalAccounts) {
+                const accountTxDocId = internalAccount.accountTransactionsId;
+                if (!accountTxDocId)
+                    continue;
+                // Find the AccountTransactions document
+                const txDoc = documents?.find((doc) => doc.header.id === accountTxDocId &&
+                    doc.header.documentType === "powerhouse/account-transactions");
+                if (!txDoc?.state?.global?.transactions)
+                    continue;
+                const allTxFromDoc = txDoc.state.global.transactions;
+                // Find transactions where non-Internal account is counter-party
+                for (const tx of allTxFromDoc) {
+                    if (tx.counterParty?.toLowerCase() === accountAddressLower) {
+                        // Invert direction from Internal's perspective to non-Internal's perspective
+                        const invertedDirection = tx.direction === "INFLOW" ? "OUTFLOW" : "INFLOW";
+                        // Calculate flow type
+                        const flowType = calculateTransactionFlowInfo(invertedDirection, snapshotAccount.type, internalAccount.accountAddress, allSnapshotAccounts).flowType;
+                        // Parse amount
+                        const txAmount = tx.amount;
+                        let amount;
+                        if (typeof txAmount === "object" && txAmount.value !== undefined) {
+                            amount = {
+                                value: txAmount.value,
+                                unit: txAmount.unit || tx.details?.token || "",
+                            };
+                        }
+                        else if (typeof txAmount === "string") {
+                            amount = {
+                                value: txAmount.split(" ")[0] || "0",
+                                unit: tx.details?.token || "",
+                            };
+                        }
+                        else {
+                            amount = { value: "0", unit: tx.details?.token || "" };
+                        }
+                        allDerivedTransactions.push({
+                            id: generateId(),
+                            transactionId: tx.id,
+                            counterParty: internalAccount.accountAddress,
+                            counterPartyAccountId: internalAccount.id,
+                            amount,
+                            datetime: tx.datetime,
+                            txHash: tx.details?.txHash || "",
+                            token: tx.details?.token || amount.unit,
+                            blockNumber: tx.details?.blockNumber ?? null,
+                            direction: invertedDirection,
+                            flowType,
+                        });
+                    }
+                }
+            }
+            // Sort by datetime
+            allDerivedTransactions.sort((a, b) => new Date(a.datetime).getTime() - new Date(b.datetime).getTime());
+            // Filter to period for snapshot transactions
             const start = new Date(startDate);
             const end = new Date(endDate);
-            const periodTransactions = derivedTransactions.filter((tx) => {
+            const periodTransactions = allDerivedTransactions.filter((tx) => {
                 const txDate = new Date(tx.datetime);
                 return txDate >= start && txDate <= end;
             });
@@ -231,8 +356,8 @@ export function useSyncSnapshotAccount() {
                     transactionsAdded: snapshotAccount.transactions.length,
                 };
             }
-            // Calculate balances using ALL derived transactions (not just period)
-            const allTransactionsForBalance = derivedTransactions.map((tx) => ({
+            // Calculate balances using ALL derived transactions (including pre-period for opening balance)
+            const allTransactionsForBalance = allDerivedTransactions.map((tx) => ({
                 id: tx.id,
                 transactionId: tx.transactionId,
                 counterParty: tx.counterParty,

package/dist/editors/snapshot-report-editor/utils/flowTypeCalculations.d.ts

@@ -1,4 +1,8 @@
 import type { SnapshotAccount, TransactionFlowType } from "../../../document-models/snapshot-report/gen/schema/types.js";
+/**
+ * Check if an address is a known swap protocol address
+ */
+export declare function isSwapAddress(address: string | null | undefined): boolean;
 /**
  * Calculate the flow type for a transaction based on account types
  * @param direction - Transaction direction (INFLOW or OUTFLOW)

package/dist/editors/snapshot-report-editor/utils/flowTypeCalculations.d.ts.map

@@ -1 +1 @@
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+{"version":3,"file":"flowTypeCalculations.d.ts","sourceRoot":"","sources":["../../../../editors/snapshot-report-editor/utils/flowTypeCalculations.ts"],"names":[],"mappings":"AAAA,OAAO,KAAK,EACV,eAAe,EACf,mBAAmB,EACpB,MAAM,8DAA8D,CAAC;AAgBtE;;GAEG;AACH,wBAAgB,aAAa,CAAC,OAAO,EAAE,MAAM,GAAG,IAAI,GAAG,SAAS,GAAG,OAAO,CAGzE;AAED;;;;;;GAMG;AACH,wBAAgB,iBAAiB,CAC/B,SAAS,EAAE,MAAM,EACjB,WAAW,EAAE,MAAM,EACnB,gBAAgB,EAAE,MAAM,GAAG,IAAI,GAC9B,mBAAmB,CAyBrB;AAED;;;;;GAKG;AACH,wBAAgB,uBAAuB,CACrC,mBAAmB,EAAE,MAAM,GAAG,IAAI,GAAG,SAAS,EAC9C,gBAAgB,EAAE,eAAe,EAAE,GAClC,eAAe,GAAG,SAAS,CAS7B;AAED;;;;;;;GAOG;AACH,wBAAgB,4BAA4B,CAC1C,SAAS,EAAE,MAAM,EACjB,WAAW,EAAE,MAAM,EACnB,mBAAmB,EAAE,MAAM,GAAG,IAAI,GAAG,SAAS,EAC9C,gBAAgB,EAAE,eAAe,EAAE,GAClC;IACD,QAAQ,EAAE,mBAAmB,CAAC;IAC9B,qBAAqB,EAAE,MAAM,GAAG,IAAI,CAAC;CACtC,CAwBA"}

package/dist/editors/snapshot-report-editor/utils/flowTypeCalculations.js

@@ -1,3 +1,24 @@
+// Known swap protocol addresses (lowercase)
+const SWAP_ADDRESSES = new Set([
+    "0x9008d19f58aabd9ed0d60971565aa8510560ab41", // CoW Protocol Settlement
+    "0x7a250d5630b4cf539739df2c5dacb4c659f2488d", // Uniswap V2 Router
+    "0xe592427a0aece92de3edee1f18e0157c05861564", // Uniswap V3 Router
+    "0x68b3465833fb72a70ecdf485e0e4c7bd8665fc45", // Uniswap V3 Router 2
+    "0x3fc91a3afd70395cd496c647d5a6cc9d4b2b7fad", // Uniswap Universal Router
+    "0xd9e1ce17f2641f24ae83637ab66a2cca9c378b9f", // SushiSwap Router
+    "0x1111111254eeb25477b68fb85ed929f73a960582", // 1inch Router v5
+    "0x1111111254fb6c44bac0bed2854e76f90643097d", // 1inch Router v4
+    "0xdef1c0ded9bec7f1a1670819833240f027b25eff", // 0x Exchange Proxy
+    "0x881d40237659c251811cec9c364ef91dc08d300c", // Metamask Swap Router
+]);
+/**
+ * Check if an address is a known swap protocol address
+ */
+export function isSwapAddress(address) {
+    if (!address)
+        return false;
+    return SWAP_ADDRESSES.has(address.toLowerCase());
+}
 /**
  * Calculate the flow type for a transaction based on account types
  * @param direction - Transaction direction (INFLOW or OUTFLOW)
@@ -54,6 +75,13 @@ export function findCounterPartyAccount(counterPartyAddress, snapshotAccounts) {
  * @returns Object with flowType and counterPartyAccountId
  */
 export function calculateTransactionFlowInfo(direction, accountType, counterPartyAddress, snapshotAccounts) {
+    // Check for swap transactions first (highest priority)
+    if (isSwapAddress(counterPartyAddress)) {
+        return {
+            flowType: "Swap",
+            counterPartyAccountId: null,
+        };
+    }
     const counterPartyAccount = findCounterPartyAccount(counterPartyAddress, snapshotAccounts);
     const flowType = calculateFlowType(direction, accountType, counterPartyAccount?.type ?? null);
     return {

package/dist/index.d.ts

@@ -1,5 +1,5 @@
 import type { Manifest } from "document-model";
 export declare const manifest: Manifest;
-export declare const documentModels: (import("document-model").DocumentModelModule<import("./document-models/account-transactions/index.js").AccountTransactionsPHState> | import("document-model").DocumentModelModule<import("./document-models/accounts/index.js").AccountsPHState> | import("document-model").DocumentModelModule<import("./document-models/billing-statement/index.js").BillingStatementPHState> | import("document-model").DocumentModelModule<import("./document-models/expense-report/index.js").ExpenseReportPHState> | import("document-model").DocumentModelModule<import("./document-models/invoice/index.js").InvoicePHState> | import("document-model").DocumentModelModule<import("./document-models/snapshot-report/index.js").SnapshotReportPHState> | import("document-model").DocumentModelModule<import("./document-models/service-subscriptions/index.js").ServiceSubscriptionsPHState> | import("document-model").DocumentModelModule<import("./document-models/service-offering/index.js").ServiceOfferingPHState> | import("document-model").DocumentModelModule<import("./document-models/resource-template/index.js").ResourceTemplatePHState>)[];
+export declare const documentModels: (import("document-model").DocumentModelModule<import("./document-models/account-transactions/index.js").AccountTransactionsPHState> | import("document-model").DocumentModelModule<import("./document-models/accounts/index.js").AccountsPHState> | import("document-model").DocumentModelModule<import("./document-models/billing-statement/index.js").BillingStatementPHState> | import("document-model").DocumentModelModule<import("./document-models/expense-report/index.js").ExpenseReportPHState> | import("document-model").DocumentModelModule<import("./document-models/invoice/index.js").InvoicePHState> | import("document-model").DocumentModelModule<import("./document-models/resource-template/index.js").ResourceTemplatePHState> | import("document-model").DocumentModelModule<import("./document-models/service-offering/index.js").ServiceOfferingPHState> | import("document-model").DocumentModelModule<import("./document-models/service-subscriptions/index.js").ServiceSubscriptionsPHState> | import("document-model").DocumentModelModule<import("./document-models/snapshot-report/index.js").SnapshotReportPHState>)[];
 export declare const editors: import("document-model").EditorModule[];
 //# sourceMappingURL=index.d.ts.map

package/dist/powerhouse.manifest.json

@@ -1,10 +1,10 @@
 {
     "name": "Contributor Billing",
-    "description": "The invoice package offers contributors of decentralized and open organisations a way to get paid via their legal entity or governmental identity. ",
+    "description": "The invoice package offers contributors of decentralized and open organisations a way to get paid via their legal entity or governmental identity.",
     "category": "Finance",
     "publisher": {
         "name": "Powerhouse",
-        "url": "https://powerhouse.inc/"
+        "url": "https://powerhouse.inc"
     },
     "documentModels": [
         {

package/dist/scripts/alchemy/alchemyEnvironment.d.ts

@@ -3,8 +3,8 @@
  * Follows the contributor-billing pattern for local/remote compatibility
  */
 export declare const AlchemyEnvironmentConfig: {
-    endpoint: string;
-    isLocal: boolean;
+    readonly endpoint: string;
+    readonly isLocal: boolean;
     apiKey: string | undefined;
     network: string;
     readonly debugInfo: {

package/dist/scripts/alchemy/alchemyEnvironment.d.ts.map

@@ -1 +1 @@
-{"version":3,"file":"alchemyEnvironment.d.ts","sourceRoot":"","sources":["../../../scripts/alchemy/alchemyEnvironment.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAeH,eAAO,MAAM,wBAAwB;;;;;;;;;;;CAoBpC,CAAC;AAEF;;GAEG;AACH,wBAAgB,yBAAyB,IAAI,MAAM,CAElD;AAED;;GAEG;AACH,wBAAgB,kBAAkB,IAAI,OAAO,CAE5C;AAED;;GAEG;AACH,wBAAgB,kBAAkB,IAAI,IAAI,CAEzC"}
+{"version":3,"file":"alchemyEnvironment.d.ts","sourceRoot":"","sources":["../../../scripts/alchemy/alchemyEnvironment.ts"],"names":[],"mappings":"AAAA;;;GAGG;AAmCH,eAAO,MAAM,wBAAwB;;;;;;;;;;;CAwBpC,CAAC;AAEF;;GAEG;AACH,wBAAgB,yBAAyB,IAAI,MAAM,CAElD;AAED;;GAEG;AACH,wBAAgB,kBAAkB,IAAI,OAAO,CAE5C;AAED;;GAEG;AACH,wBAAgB,kBAAkB,IAAI,IAAI,CAEzC"}

package/dist/scripts/alchemy/alchemyEnvironment.js

@@ -2,18 +2,39 @@
  * Environment-aware configuration for Alchemy API integration
  * Follows the contributor-billing pattern for local/remote compatibility
  */
-// Environment detection following the invoice module pattern
-let ALCHEMY_GRAPHQL_URL = "http://localhost:4001/graphql";
-let LOCAL_MODE = true;
-// Check if we're running in a remote environment
-if (typeof window !== "undefined" &&
-    !window.document.baseURI.includes("localhost")) {
-    ALCHEMY_GRAPHQL_URL = "https://switchboard-dev.powerhouse.xyz/graphql";
-    LOCAL_MODE = false;
+function getGraphQLUrl() {
+    if (typeof window === "undefined") {
+        return "http://localhost:4001/graphql";
+    }
+    const baseURI = window.document.baseURI;
+    if (baseURI.includes("localhost")) {
+        return "http://localhost:4001/graphql";
+    }
+    // Determine the appropriate Switchboard URL based on environment
+    if (baseURI.includes("-dev.")) {
+        return "https://switchboard-dev.powerhouse.xyz/graphql";
+    }
+    if (baseURI.includes("-staging.")) {
+        return "https://switchboard-staging.powerhouse.xyz/graphql";
+    }
+    // Production environment
+    return "https://switchboard.powerhouse.xyz/graphql";
+}
+// Cache the URL to avoid recalculating on every access
+let cachedUrl = null;
+function getCachedGraphQLUrl() {
+    if (cachedUrl === null) {
+        cachedUrl = getGraphQLUrl();
+    }
+    return cachedUrl;
 }
 export const AlchemyEnvironmentConfig = {
-    endpoint: ALCHEMY_GRAPHQL_URL,
-    isLocal: LOCAL_MODE,
+    get endpoint() {
+        return getCachedGraphQLUrl();
+    },
+    get isLocal() {
+        return getCachedGraphQLUrl().includes("localhost");
+    },
     // API calls work regardless of document location
     apiKey: typeof process !== "undefined" ? process.env.ALCHEMY_API_KEY : undefined,
     network: typeof process !== "undefined"