taxtank-core 2.0.95 → 2.0.97

package/index.d.ts

@@ -3,7 +3,7 @@ import { PipeTransform, EventEmitter, NgZone, Type, InjectionToken } from '@angu
 import * as i1 from '@angular/common';
 import { CurrencyPipe, PercentPipe, DatePipe } from '@angular/common';
 import { DomSanitizer, SafeResourceUrl } from '@angular/platform-browser';
-import { UserRolesEnum, JwtService, MixpanelService } from 'taxtank-core/common';
+import { UserRolesEnum as UserRolesEnum$1, JwtService, MixpanelService } from 'taxtank-core/common';
 import { TreeNode } from 'primeng/api';
 import { unitOfTime } from 'moment';
 import { EventInput } from '@fullcalendar/core';
@@ -1756,7 +1756,7 @@ declare class Occupation extends Occupation$1 {
  * role hierarchy
  */
 declare const USER_ROLES: {
-    [key: string]: UserRolesEnum[];
+    [key: string]: UserRolesEnum$1[];
 };
 
 /**
@@ -2091,7 +2091,7 @@ declare enum ServiceProductStatusEnum {
 declare class ServiceProduct$1 extends AbstractModel {
     stripeId?: string;
     title?: string;
-    role?: UserRolesEnum;
+    role?: UserRolesEnum$1;
     description?: string;
     deletedAt?: Date;
     createdAt?: Date;
@@ -2138,7 +2138,7 @@ declare class ServiceSubscription$1 extends ObservableModel {
     promoCode?: ServicePromoCode;
     items?: ServiceSubscriptionItem$1[];
     payments?: ServicePayment$1[];
-    roles?: UserRolesEnum[];
+    roles?: UserRolesEnum$1[];
 }
 
 declare class ServicePayment$1 extends AbstractModel {
@@ -2156,6 +2156,7 @@ declare class ServiceProduct extends ServiceProduct$1 {
     isWorkTank(): boolean;
     isSoleTank(): boolean;
     isHoldingsTank(): boolean;
+    isMoneyTank(): boolean;
     isArchived(): boolean;
 }
 
@@ -2331,7 +2332,7 @@ declare enum ServiceProductIconsEnum {
 /**
  * List of user roles related to tanks (subscription products)
  */
-declare const SERVICE_PRODUCT_ROLES: UserRolesEnum[];
+declare const SERVICE_PRODUCT_ROLES: UserRolesEnum$1[];
 
 declare class SetupItem extends AbstractModel {
     type?: SetupItemTypeEnum;
@@ -2342,7 +2343,7 @@ declare class SetupItem extends AbstractModel {
     isRequired?: boolean;
     order?: number;
     score?: number;
-    roles?: UserRolesEnum;
+    roles?: UserRolesEnum$1;
     get typeLabel(): string;
 }
 
@@ -2387,7 +2388,11 @@ declare enum AccountSetupItemsEnum {
     BANK_ALLOCATION = 6,
     BANK_TRANSACTION = 24,
     BANK_RULE = 27,
-    BANK_BORROWING_EXPENSE = 28
+    BANK_BORROWING_EXPENSE = 28,
+    MONEY_BANK_ACCOUNT = 31,
+    MONEY_EXPENSE_BUDGETS = 32,
+    MONEY_INCOME_BUDGETS = 33,
+    MONEY_GOALS = 34
 }
 
 declare enum AccountSetupItemStatusEnum {
@@ -2416,11 +2421,11 @@ declare class User$1 extends User {
      *
      */
     get position(): string;
-    addRoles(roles?: UserRolesEnum[]): void;
+    addRoles(roles?: UserRolesEnum$1[]): void;
     /**
      * search roles including hierarchy
      */
-    hasRoles(roles: UserRolesEnum | UserRolesEnum[]): boolean;
+    hasRoles(roles: UserRolesEnum$1 | UserRolesEnum$1[]): boolean;
     getTankTypes(): TankTypeEnum[];
     isOnboarding(): boolean;
     isInactive(): boolean;
@@ -3647,7 +3652,7 @@ declare class MoneyCalendarEventCollection extends CalendarEventCollection<Money
     get expenses(): MoneyCalendarEventCollection;
     get incomes(): MoneyCalendarEventCollection;
     filterByDate(dateFrom?: Date, dateTo?: Date): MoneyCalendarEventCollection;
-    getByMonth(index: number): CalendarEventCollection;
+    getByMonth(index: number): MoneyCalendarEventCollection;
 }
 
 declare class BudgetRuleCollection extends Collection<BudgetRule> implements CalendarEventProvider {
@@ -5913,7 +5918,7 @@ declare abstract class RestService$1<BaseModel, Model extends AbstractModel, Col
      * @TODO make true by default when all services refactored
      */
     protected orderByDesc: boolean;
-    roles: UserRolesEnum[];
+    roles: UserRolesEnum$1[];
     mercureTopic: string;
     /**
      * flag to use error messages from api or default ones
@@ -6062,7 +6067,7 @@ declare class BankAccountService extends RestService$1<BankAccount, BankAccount$
     modelClass: typeof BankAccount$1;
     collectionClass: typeof BankAccountCollection;
     disabledMethods: RestMethod[];
-    roles: UserRolesEnum[];
+    roles: UserRolesEnum$1[];
     constructor(http: HttpClient, eventDispatcherService: EventDispatcherService, sseService: SseService, environment: any);
     getActive(): Observable<BankAccountCollection>;
     /**
@@ -6305,11 +6310,30 @@ declare class BankService extends RestService$1<Bank$1, Bank, Collection<Bank>>
     static ɵprov: i0.ɵɵInjectableDeclaration<BankService>;
 }
 
+declare enum UserRolesEnum {
+    FIRM_OWNER = "ROLE_FIRM_OWNER",
+    FIRM_MANAGER = "ROLE_FIRM_MANAGER",
+    FIRM_TOP_MANAGER = "ROLE_FIRM_TOP_MANAGER",
+    CLIENT = "ROLE_CLIENT",
+    EMPLOYEE = "ROLE_EMPLOYEE",
+    ACCOUNTANT = "ROLE_ACCOUNTANT",
+    ADVISOR = "ROLE_ADVISOR",
+    USER = "ROLE_USER",
+    SUBSCRIPTION = "ROLE_USER_SUBSCRIPTION",
+    WORK_TANK = "ROLE_USER_WORK",
+    PROPERTY_TANK = "ROLE_USER_PROPERTY",
+    SOLE_TANK = "ROLE_USER_SOLE",
+    HOLDING_TANK = "ROLE_USER_HOLDING",
+    MONEY_TANK = "ROLE_USER_MONEY",
+    SWITCH_USER = "IS_IMPERSONATOR"
+}
+
 declare class BudgetService extends RestService$1<Budget$1, Budget, BudgetCollection> {
     modelClass: typeof Budget;
     collectionClass: typeof BudgetCollection;
     endpointUri: string;
     disabledMethods: RestMethod[];
+    roles: UserRolesEnum[];
     static ɵfac: i0.ɵɵFactoryDeclaration<BudgetService, never>;
     static ɵprov: i0.ɵɵInjectableDeclaration<BudgetService>;
 }
@@ -6326,6 +6350,7 @@ declare class BudgetRuleService extends RestService$1<BudgetRule$1, BudgetRule,
     collectionClass: typeof BudgetRuleCollection;
     endpointUri: string;
     disabledMethods: RestMethod[];
+    roles: UserRolesEnum[];
     static ɵfac: i0.ɵɵFactoryDeclaration<BudgetRuleService, never>;
     static ɵprov: i0.ɵɵInjectableDeclaration<BudgetRuleService>;
 }
@@ -6336,6 +6361,7 @@ declare class FinancialGoalService extends RestService$1<FinancialGoalInterface,
     endpointUri: string;
     disabledMethods: RestMethod[];
     useBackendError: boolean;
+    roles: UserRolesEnum[];
     pause(goal: FinancialGoal): Observable<FinancialGoal>;
     resume(goal: FinancialGoal): Observable<FinancialGoal>;
     complete(goal: FinancialGoal): Observable<FinancialGoal>;
@@ -6756,7 +6782,7 @@ declare class EmployeeService extends RestService$1<User, User$1, EmployeeCollec
     collectionClass: typeof EmployeeCollection;
     disabledMethods: RestMethod[];
     messages: typeof EmployeeMessagesEnum;
-    roles: UserRolesEnum[];
+    roles: UserRolesEnum$1[];
     activateEmployee(employee: User$1): Observable<User$1>;
     deactivateEmployee(employee: User$1): Observable<User$1>;
     toggleManagerRole(employee: User$1): Observable<User$1>;
@@ -6785,7 +6811,7 @@ declare class EmployeeInviteService extends RestService$1<EmployeeInvite$1, Empl
     protected endpointUri: string;
     collectionClass: typeof EmployeeInviteCollection;
     modelClass: typeof EmployeeInvite;
-    roles: UserRolesEnum[];
+    roles: UserRolesEnum$1[];
     /**
      * Import employees for firm from CSV file
      * @param file
@@ -6876,7 +6902,7 @@ declare abstract class RestService<BaseModel, Model extends BaseModel> {
     messageUpdatedBatch: string;
     messageDeleted: string;
     messageDeletedBatch: string;
-    roles: UserRolesEnum[];
+    roles: UserRolesEnum$1[];
     constructor(environment: any);
     protected get apiUrl(): string;
     /**
@@ -7230,7 +7256,7 @@ declare class PropertySaleService extends RestService$1<PropertySale, PropertySa
     collectionClass: typeof PropertySaleCollection;
     endpointUri: string;
     disabledMethods: RestMethod[];
-    roles: UserRolesEnum[];
+    roles: UserRolesEnum$1[];
     static ɵfac: i0.ɵɵFactoryDeclaration<PropertySaleService, never>;
     static ɵprov: i0.ɵɵInjectableDeclaration<PropertySaleService>;
 }
@@ -7241,7 +7267,7 @@ declare class PropertyShareService extends RestService$1<PropertyShare$1, Proper
     modelClass: typeof PropertyShare;
     collectionClass: typeof PropertyShareCollection;
     disabledMethods: RestMethod[];
-    roles: UserRolesEnum[];
+    roles: UserRolesEnum$1[];
     constructor(environment: any);
     /**
      * Listen to Event Dispatcher events
@@ -7362,7 +7388,7 @@ declare class SoleBusinessService extends RestService$1<SoleBusiness$1, SoleBusi
     modelClass: typeof SoleBusiness;
     collectionClass: typeof Collection;
     endpointUri: string;
-    roles: UserRolesEnum[];
+    roles: UserRolesEnum$1[];
     static ɵfac: i0.ɵɵFactoryDeclaration<SoleBusinessService, never>;
     static ɵprov: i0.ɵɵInjectableDeclaration<SoleBusinessService>;
 }
@@ -7380,7 +7406,7 @@ declare class SoleBusinessLossService extends RestService$1<SoleBusinessLoss$1,
     collectionClass: typeof SoleBusinessLossCollection;
     endpointUri: string;
     disabledMethods: RestMethod[];
-    roles: UserRolesEnum[];
+    roles: UserRolesEnum$1[];
     constructor(environment: any);
     listenEvents(): void;
     /**
@@ -7436,7 +7462,7 @@ declare class SoleDetailsService extends RestService$1<SoleDetails$1, SoleDetail
     collectionClass: typeof Collection;
     endpointUri: string;
     disabledMethods: RestMethod[];
-    roles: UserRolesEnum[];
+    roles: UserRolesEnum$1[];
     get(): Observable<Collection<SoleDetails>>;
     static ɵfac: i0.ɵɵFactoryDeclaration<SoleDetailsService, never>;
     static ɵprov: i0.ɵɵInjectableDeclaration<SoleDetailsService>;
@@ -7447,7 +7473,7 @@ declare class SoleInvoiceService extends RestService$1<SoleInvoice$1, SoleInvoic
     endpointUri: string;
     modelClass: typeof SoleInvoice;
     collectionClass: typeof SoleInvoiceCollection;
-    roles: UserRolesEnum[];
+    roles: UserRolesEnum$1[];
     constructor(environment: any);
     updateStatus(invoice: SoleInvoice, status: SoleInvoiceStatusesEnum): Observable<SoleInvoice>;
     send(invoice: SoleInvoice, file: File): Observable<Object>;
@@ -7974,7 +8000,7 @@ declare class PriorTransactionService extends RestService$1<Transaction$1, Trans
     modelClass: typeof Transaction;
     collectionClass: typeof TransactionCollection;
     disabledMethods: RestMethod[];
-    roles: UserRolesEnum[];
+    roles: UserRolesEnum$1[];
     get(): Observable<TransactionCollection>;
     static ɵfac: i0.ɵɵFactoryDeclaration<PriorTransactionService, never>;
     static ɵprov: i0.ɵɵInjectableDeclaration<PriorTransactionService>;
@@ -8035,7 +8061,7 @@ declare class VehicleClaimService extends RestService$1<VehicleClaim$1, VehicleC
     protected endpointUri: string;
     modelClass: typeof VehicleClaim;
     collectionClass: typeof VehicleClaimCollection;
-    roles: UserRolesEnum[];
+    roles: UserRolesEnum$1[];
     constructor(environment: any);
     listenEvents(): void;
     static ɵfac: i0.ɵɵFactoryDeclaration<VehicleClaimService, never>;
@@ -8264,7 +8290,7 @@ declare class HoldingTradeService extends RestService$1<HoldingTrade, HoldingTra
     collectionClass: typeof HoldingTradeCollection;
     endpointUri: string;
     disabledMethods: RestMethod[];
-    roles: UserRolesEnum[];
+    roles: UserRolesEnum$1[];
     constructor(environment: any);
     listenEvents(): void;
     private listenNotifications;
@@ -8278,7 +8304,7 @@ declare class HoldingTypeService extends RestService$1<HoldingType, HoldingType$
     collectionClass: typeof HoldingTypeCollection;
     endpointUri: string;
     disabledMethods: RestMethod[];
-    roles: UserRolesEnum[];
+    roles: UserRolesEnum$1[];
     constructor(environment: any);
     search(query: string, category?: HoldingTypeCategoryEnum): Observable<HoldingTypeCollection>;
     listenEvents(): void;
@@ -8292,7 +8318,7 @@ declare class HoldingSaleService extends RestService$1<HoldingSale, HoldingSale$
     collectionClass: typeof HoldingSaleCollection;
     endpointUri: string;
     disabledMethods: RestMethod[];
-    roles: UserRolesEnum[];
+    roles: UserRolesEnum$1[];
     static ɵfac: i0.ɵɵFactoryDeclaration<HoldingSaleService, never>;
     static ɵprov: i0.ɵɵInjectableDeclaration<HoldingSaleService>;
 }
@@ -8380,7 +8406,7 @@ declare class HoldingTradeImportService extends RestService$1<HoldingTradeImport
     collectionClass: typeof Collection<HoldingTradeImport$1>;
     endpointUri: string;
     disabledMethods: RestMethod[];
-    roles: UserRolesEnum[];
+    roles: UserRolesEnum$1[];
     import(file: File, exchangeId: number, isTaxFree: boolean): Observable<HoldingTradeImport$1>;
     static ɵfac: i0.ɵɵFactoryDeclaration<HoldingTradeImportService, never>;
     static ɵprov: i0.ɵɵInjectableDeclaration<HoldingTradeImportService>;
@@ -8423,7 +8449,7 @@ declare class HomeOfficeClaimService extends RestService$1<HomeOfficeClaimInterf
     modelClass: typeof HomeOfficeClaim;
     collectionClass: typeof HomeOfficeClaimCollection;
     disabledMethods: RestMethod[];
-    roles: UserRolesEnum[];
+    roles: UserRolesEnum$1[];
     static ɵfac: i0.ɵɵFactoryDeclaration<HomeOfficeClaimService, never>;
     static ɵprov: i0.ɵɵInjectableDeclaration<HomeOfficeClaimService>;
 }
@@ -8520,20 +8546,13 @@ declare class TaxReturnItemService extends DataService<TaxReturnItem$1, TaxRetur
     static ɵprov: i0.ɵɵInjectableDeclaration<TaxReturnItemService>;
 }
 
-declare class SetupItemService extends RestService$1<SetupItem, AccountSetupItem, AccountSetupItemCollection> {
-    protected endpointUri: string;
-    modelClass: typeof AccountSetupItem;
-    collectionClass: typeof AccountSetupItemCollection;
-    disabledMethods: RestMethod[];
-    static ɵfac: i0.ɵɵFactoryDeclaration<SetupItemService, never>;
-    static ɵprov: i0.ɵɵInjectableDeclaration<SetupItemService>;
-}
-
 /**
  * Service handling user's account setup process.
  * Checks required steps and their completion
  */
 declare class AccountSetupService {
+    items: AccountSetupItemCollection;
+    user: User$1;
     private setupItemService;
     private propertyService;
     private incomeSourceService;
@@ -8557,9 +8576,8 @@ declare class AccountSetupService {
     private firmService;
     private sharesightDetailsService;
     private propertyShareService;
-    items: AccountSetupItemCollection;
-    user: User$1;
-    constructor(setupItemService: SetupItemService, propertyService: PropertyService, incomeSourceService: IncomeSourceService, bankConnectionService: BankConnectionService, bankAccountsService: BankAccountService, bankTransactionService: BankTransactionService, loanService: LoanService, allocationRuleService: AllocationRuleService, transactionAllocationService: TransactionAllocationService, vehicleClaimService: VehicleClaimService, homeOfficeClaimService: HomeOfficeClaimService, transactionService: TransactionService, depreciationService: DepreciationService, businessService: SoleBusinessService, holdingService: HoldingTradeService, userService: UserService, clientMovementService: ClientMovementService, clientInviteService: ClientInviteService, employeeService: EmployeeService, employeeInviteService: EmployeeInviteService, firmService: FirmService, sharesightDetailsService: SharesightDetailsService, propertyShareService: PropertyShareService);
+    private budgetRuleService;
+    private financialGoalService;
     /**
      * Get list of account setup items for current user/firm
      */
@@ -10136,7 +10154,7 @@ interface IReport {
     };
 }
 
-declare const REPORTS: Partial<Record<UserRolesEnum, IReport[]>>;
+declare const REPORTS: Partial<Record<UserRolesEnum$1, IReport[]>>;
 
 declare class TransactionReportItem {
     category: ChartAccountsCategoryEnum;
@@ -10153,13 +10171,17 @@ declare class BudgetRuleItem {
     tankType: string;
     category: string;
     frequency: string;
+    isGross: boolean;
+    forecast: number;
+    transactions: TransactionCollection;
     actual: number;
     variance: number;
     variancePercent: number;
-    constructor(rule: BudgetRule, transactions: TransactionCollection, isGross?: boolean);
+    constructor(rule: BudgetRule, transactions: TransactionCollection, dateFrom: Date, dateTo: Date, isGross?: boolean);
     getSource(): string;
     isIncome(): boolean;
     onTrack(): boolean;
+    getName(): string;
 }
 
 declare class MyTaxBusinessIncomeOrLossesForm extends AbstractForm<object> {
@@ -10936,7 +10958,7 @@ declare class User extends ObservableModel {
     rewardfulReferralKey?: string;
     stripeId?: string;
     basiqId?: string;
-    roles?: UserRolesEnum[];
+    roles?: UserRolesEnum$1[];
     financialYear?: number;
     dateOfBirth?: Date;
     lastSeen?: Date;
@@ -11386,12 +11408,27 @@ declare class TransactionReportItemCollection extends Collection<TransactionRepo
 }
 
 declare class BudgetRuleItemCollection extends Collection<BudgetRuleItem> {
-    static create(rules: BudgetRuleCollection, transactions: TransactionCollection, isGross?: boolean): BudgetRuleItemCollection;
+    isGross: boolean;
+    static create(rules: BudgetRuleCollection, transactions: TransactionCollection, dateFrom?: Date, dateTo?: Date, isGross?: boolean): BudgetRuleItemCollection;
     get incomes(): BudgetRuleItemCollection;
     get expenses(): BudgetRuleItemCollection;
     isIncome(): boolean;
-    get variancePercent(): number;
+    get transactions(): TransactionCollection;
+    get rules(): BudgetRuleCollection;
+    get calendarEvents(): MoneyCalendarEventCollection;
     onTrack(): boolean;
+    /**
+     * @TODO move to property to avoid recalculations?
+     */
+    getActualByMonth(month: number): number;
+    /**
+     * @TODO move to property to avoid recalculations?
+     */
+    getForecastByMonth(month: number): number;
+    /**
+     * @TODO move to property to avoid recalculations?
+     */
+    get variancePercent(): number;
 }
 
 declare class ServiceProductCollection extends Collection<ServiceProduct> {
@@ -11409,8 +11446,8 @@ declare class ServicePriceCollection extends Collection<ServicePrice> {
     getMonthlyPackageSum(propertyQuantity: any): number;
     get annual(): this;
     get annualPackage(): this;
-    getAnnualPackageSum(propertyQuantity: any): number;
-    getProperty(isAnnual: boolean, isPackage: boolean): ServicePrice;
+    getAnnualPackageSum(propertyQuantity: number): number;
+    getProperty(isPackage: boolean): ServicePrice;
     get products(): ServiceProductCollection;
 }
 
@@ -11429,11 +11466,11 @@ declare class ServiceSubscriptionCollection extends Collection<ServiceSubscripti
     getExpiredTrials(): this;
     getExpiredAfter(date?: Date): this;
     getPaid(): this;
-    getRoles(): UserRolesEnum[];
+    getRoles(): UserRolesEnum$1[];
     /**
      * search roles including hierarchy
      */
-    hasRoles(roles: UserRolesEnum | UserRolesEnum[]): boolean;
+    hasRoles(roles: UserRolesEnum$1 | UserRolesEnum$1[]): boolean;
     getActivePaid(): ServiceSubscription;
     /**
      * @TODO vik remove trials replaced by paid item
@@ -11442,9 +11479,9 @@ declare class ServiceSubscriptionCollection extends Collection<ServiceSubscripti
     groupByProduct(products: Collection<ServiceProduct>): Dictionary<ServiceSubscription>;
     findByProduct(product: ServiceProduct): ServiceSubscription;
     filterByProduct(product: ServiceProduct): this;
-    filterByRole(role: UserRolesEnum): this;
-    filterByRoles(roles: UserRolesEnum[]): this;
-    findByRole(role: UserRolesEnum): ServiceSubscription;
+    filterByRole(role: UserRolesEnum$1): this;
+    filterByRoles(roles: UserRolesEnum$1[]): this;
+    findByRole(role: UserRolesEnum$1): ServiceSubscription;
     hasPropertyTank(): boolean;
 }
 
@@ -11810,7 +11847,8 @@ declare enum ServiceProductIdEnum {
     WORK_TANK = 4,
     PROPERTIES = 5,
     SOLE_TANK = 6,
-    HOLDINGS_TANK = 7
+    HOLDINGS_TANK = 7,
+    MONEY_TANK = 8
 }
 
 declare enum TaxSummaryListEnum {

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "taxtank-core",
-  "version": "2.0.95",
+  "version": "2.0.97",
   "private": false,
   "peerDependencies": {
     "@angular/common": "^20.1.3",