[ { "path": ".dockerignore", "content": "# Ignores everything except dist/ prisma/ apps/\n*\n!dist/\n!prisma/\n!package.json\n!apps/client/env.sh" }, { "path": ".editorconfig", "content": "# Editor configuration, see http://editorconfig.org\nroot = true\n\n[*]\ncharset = utf-8\nindent_style = space\nindent_size = 2\ninsert_final_newline = true\ntrim_trailing_whitespace = true\n\n[*.md]\nmax_line_length = off\ntrim_trailing_whitespace = false\n" }, { "path": ".eslintrc.json", "content": "{\n \"root\": true,\n \"ignorePatterns\": [\"**/*\", \"**/*.png\"],\n \"plugins\": [\"@nrwl/nx\", \"eslint-plugin-json\"],\n \"overrides\": [\n {\n \"files\": [\"*.ts\", \"*.tsx\", \"*.js\", \"*.jsx\"],\n \"rules\": {\n \"@nrwl/nx/enforce-module-boundaries\": [\n \"error\",\n {\n \"enforceBuildableLibDependency\": true,\n \"allow\": [],\n \"depConstraints\": [\n {\n \"sourceTag\": \"scope:shared\",\n \"onlyDependOnLibsWithTags\": [\"scope:shared\"]\n },\n {\n \"sourceTag\": \"scope:app\",\n \"onlyDependOnLibsWithTags\": [\"*\"]\n },\n {\n \"sourceTag\": \"scope:client-shared\",\n \"onlyDependOnLibsWithTags\": [\"scope:client-shared\", \"scope:shared\"]\n },\n {\n \"sourceTag\": \"scope:server-shared\",\n \"onlyDependOnLibsWithTags\": [\"scope:server-shared\", \"scope:shared\"]\n },\n {\n \"sourceTag\": \"scope:server\",\n \"onlyDependOnLibsWithTags\": [\n \"scope:server\",\n \"scope:server-shared\",\n \"scope:shared\"\n ]\n },\n {\n \"sourceTag\": \"scope:client\",\n \"onlyDependOnLibsWithTags\": [\n \"scope:client\",\n \"scope:client-shared\",\n \"scope:shared\"\n ]\n }\n ]\n }\n ]\n }\n },\n {\n \"files\": [\"*.ts\", \"*.tsx\"],\n \"extends\": [\"plugin:@nrwl/nx/typescript\"],\n \"rules\": {\n \"@typescript-eslint/no-unused-vars\": [\"warn\", { \"argsIgnorePattern\": \"^_\" }],\n \"@typescript-eslint/no-non-null-assertion\": \"off\",\n \"@typescript-eslint/no-explicit-any\": \"off\",\n \"@typescript-eslint/ban-types\": \"off\",\n \"@typescript-eslint/ban-ts-comment\": \"off\",\n \"@typescript-eslint/consistent-type-assertions\": \"error\",\n \"@typescript-eslint/consistent-type-imports\": [\n \"error\",\n { \"fixStyle\": \"inline-type-imports\" }\n ]\n }\n },\n {\n \"files\": [\"*.js\", \"*.jsx\"],\n \"extends\": [\"plugin:@nrwl/nx/javascript\"],\n \"rules\": {}\n },\n {\n \"files\": [\"*.tsx\", \"*.jsx\"],\n \"rules\": {\n \"jsx-a11y/anchor-is-valid\": [\n \"error\",\n {\n \"components\": [\"Link\"],\n \"specialLink\": [\"hrefLeft\", \"hrefRight\"],\n \"aspects\": [\"invalidHref\", \"preferButton\"]\n }\n ]\n }\n }\n ]\n}\n" }, { "path": ".github/ISSUE_TEMPLATE/bug_report.md", "content": "---\nname: Bug report\nabout: Create a report to help us improve\ntitle: ''\nlabels: bug\nassignees: ''\n\n---\n\n**Describe the bug**\nA clear and concise description of what the bug is.\n\n**To Reproduce**\nSteps to reproduce the behavior:\n\n1. Go to '...'\n2. Click on '....'\n3. Scroll down to '....'\n4. See error\n\n**Expected behavior**\nA clear and concise description of what you expected to happen.\n\n**Screenshots**\nIf applicable, add screenshots to help explain your problem.\n\n**Desktop (please complete the following information):**\n\n- OS: [e.g. iOS]\n- Browser [e.g. chrome, safari]\n- Version [e.g. 22]\n\n**Smartphone (please complete the following information):**\n\n- Device: [e.g. iPhone6]\n- OS: [e.g. iOS8.1]\n- Browser [e.g. stock browser, safari]\n- Version [e.g. 22]\n\n**Additional context**\nAdd any other context about the problem here.\n" }, { "path": ".github/ISSUE_TEMPLATE/feature-request-or-improvement.md", "content": "---\nname: Feature request or improvement\nabout: Suggest a new feature or improvement\ntitle: ''\nlabels: ''\nassignees: ''\n\n---\n\n**Is your request related to a problem? Please describe.**\nA clear and concise description of what the problem is. Ex. I'm always frustrated when [...]\n\n**Describe the solution you'd like**\nA clear and concise description of what you want to happen.\n\n**Describe alternatives you've considered**\nA clear and concise description of any alternative solutions or features you've considered.\n\n**Additional context**\nAdd any other context or screenshots about the feature request here.\n" }, { "path": ".github/workflows/docker-publish.yml", "content": "name: Docker\n\non:\n push:\n branches: [ \"main\" ]\n tags: [ 'v*.*.*' ]\n pull_request:\n branches: [ \"main\" ]\n\nenv:\n REGISTRY: ghcr.io\n IMAGE_NAME: ${{ github.repository }}\n NODE_ENV: production\n\njobs:\n build:\n runs-on: ubuntu-latest\n permissions:\n contents: read\n packages: write\n id-token: write\n strategy:\n fail-fast: false\n matrix:\n image: [\"ghcr.io/${{ github.repository }}\", \"ghcr.io/${{ github.repository }}-worker\", \"ghcr.io/${{ github.repository }}-client\"]\n include:\n - image: \"ghcr.io/${{ github.repository }}\"\n dockerfile: \"./apps/server/Dockerfile\"\n nx: \"server:build\"\n - image: \"ghcr.io/${{ github.repository }}-worker\"\n dockerfile: \"./apps/workers/Dockerfile\"\n nx: \"workers:build\"\n - image: \"ghcr.io/${{ github.repository }}-client\"\n dockerfile: \"./apps/client/Dockerfile\"\n nx: \"client:build\"\n steps:\n - name: Checkout repository\n uses: actions/checkout@v3\n\n - name: Install cosign\n if: github.event_name != 'pull_request'\n uses: sigstore/cosign-installer@6e04d228eb30da1757ee4e1dd75a0ec73a653e06 #v3.1.1\n with:\n cosign-release: 'v2.1.1'\n\n - name: Set up Docker Buildx\n uses: docker/setup-buildx-action@f95db51fddba0c2d1ec667646a06c2ce06100226 # v3.0.0\n\n - name: Log into registry ${{ env.REGISTRY }}\n if: github.event_name != 'pull_request'\n uses: docker/login-action@343f7c4344506bcbf9b4de18042ae17996df046d # v3.0.0\n with:\n registry: ${{ env.REGISTRY }}\n username: ${{ github.actor }}\n password: ${{ secrets.GITHUB_TOKEN }}\n\n - name: Extract Docker metadata\n id: meta\n uses: docker/metadata-action@96383f45573cb7f253c731d3b3ab81c87ef81934 # v5.0.0\n with:\n images: ${{ matrix.image }}\n\n - name: Setup node\n uses: actions/setup-node@v4\n with:\n node-version: '16'\n\n - uses: pnpm/action-setup@v2\n name: Install pnpm\n with:\n version: 8\n run_install: false\n\n - name: Get pnpm store directory\n shell: bash\n run: |\n echo \"STORE_PATH=$(pnpm store path --silent)\" >> $GITHUB_ENV\n\n - uses: actions/cache@v3\n name: Setup pnpm cache\n with:\n path: ${{ env.STORE_PATH }}\n key: ${{ runner.os }}-pnpm-store-${{ hashFiles('**/pnpm-lock.yaml') }}\n restore-keys: |\n ${{ runner.os }}-pnpm-store-\n\n - name: Install dependencies\n run: pnpm install --frozen-lockfile --production=false\n\n - name: Run nx target\n run: npx nx run ${{ matrix.nx }}\n \n - name: Build and push Docker image\n id: build-and-push\n uses: docker/build-push-action@0565240e2d4ab88bba5387d719585280857ece09 # v5.0.0\n with:\n context: .\n file: ${{ matrix.dockerfile }}\n push: ${{ github.event_name != 'pull_request' }}\n tags: ${{ steps.meta.outputs.tags }}\n labels: ${{ steps.meta.outputs.labels }}\n cache-from: type=gha\n cache-to: type=gha,mode=max\n\n - name: Sign the published Docker image\n if: ${{ github.event_name != 'pull_request' }}\n env:\n TAGS: ${{ steps.meta.outputs.tags }}\n DIGEST: ${{ steps.build-and-push.outputs.digest }}\n run: echo \"${TAGS}\" | xargs -I {} cosign sign --yes {}@${DIGEST}\n" }, { "path": ".gitignore", "content": "# See http://help.github.com/ignore-files/ for more about ignoring files.\n\n# compiled output\n**/dist\n**/tmp\n**/out-tsc\n\n# dependencies\n**/node_modules\n\n# IDEs and editors\n/.idea\n.project\n.classpath\n.c9/\n*.launch\n.settings/\n*.sublime-workspace\n\n# IDE - VSCode\n.vscode/*\n!.vscode/settings.json\n!.vscode/tasks.json\n!.vscode/launch.json\n!.vscode/extensions.json\n\n# misc\n/.sass-cache\n/connect.lock\n/coverage\n/libpeerconnection.log\nnpm-debug.log\nyarn-error.log\ntestem.log\n/typings\nexceptions.log\nerror.log\ncombined.log\n/tools/output\n\n# System Files\n.DS_Store\nThumbs.db\n\n# ENV\n**/.env\n**/.env.local\n\n# Next.js\n.next\n\n# nx\nmigrations.json\n\n# Shouldn't happen, but backup since we have a script that generates these locally\n*.pem\ncerts/\n" }, { "path": ".husky/pre-commit", "content": "#!/bin/sh\n. \"$(dirname \"$0\")/_/husky.sh\"\n\npnpm lint-staged\n" }, { "path": ".prettierignore", "content": "# Add files here to ignore them from prettier formatting\n/dist\n/coverage\n" }, { "path": ".prettierrc", "content": "{\n \"trailingComma\": \"es5\",\n \"printWidth\": 100,\n \"tabWidth\": 4,\n \"semi\": false,\n \"singleQuote\": true\n}\n" }, { "path": ".storybook/main.js", "content": "module.exports = {\n stories: [],\n addons: ['@storybook/addon-essentials'],\n // uncomment the property below if you want to apply some webpack config globally\n // webpackFinal: async (config, { configType }) => {\n // // Make whatever fine-grained changes you need that should apply to all storybook configs\n\n // // Return the altered config\n // return config;\n // },\n}\n" }, { "path": ".storybook/tsconfig.json", "content": "{\n \"extends\": \"../tsconfig.base.json\",\n \"exclude\": [\"../**/*.spec.js\", \"../**/*.spec.ts\", \"../**/*.spec.tsx\", \"../**/*.spec.jsx\"],\n \"include\": [\"../**/*\"]\n}\n" }, { "path": ".vscode/extensions.json", "content": "{\n \"recommendations\": [\n \"nrwl.angular-console\",\n \"esbenp.prettier-vscode\",\n \"firsttris.vscode-jest-runner\",\n \"dbaeumer.vscode-eslint\",\n \"prisma.prisma\"\n ]\n}\n" }, { "path": ".vscode/launch.json", "content": "{\n \"version\": \"0.2.0\",\n \"configurations\": [\n {\n \"type\": \"pwa-node\",\n \"request\": \"launch\",\n \"name\": \"Jest run current file\",\n \"program\": \"${workspaceFolder}/node_modules/.bin/nx\",\n \"cwd\": \"${workspaceFolder}\",\n \"args\": [\n \"test\",\n \"--testPathPattern=${fileBasenameNoExtension}\",\n \"--runInBand\",\n \"--skip-nx-cache\"\n ],\n \"skipFiles\": [\"/**\", \"${workspaceFolder/node_modules/**/*}\"],\n \"console\": \"integratedTerminal\",\n \"internalConsoleOptions\": \"neverOpen\",\n \"env\": {\n \"IS_VSCODE_DEBUG\": \"true\",\n \"NX_DATABASE_URL\": \"postgresql://maybe:maybe@localhost:5432/maybe_local\"\n }\n },\n {\n \"name\": \"server debug\",\n \"type\": \"node\",\n \"request\": \"attach\",\n \"restart\": false,\n \"port\": 9228,\n \"address\": \"localhost\",\n \"localRoot\": \"${workspaceFolder}\",\n \"skipFiles\": [\"/**\"],\n \"remoteRoot\": \"/app\"\n },\n {\n \"name\": \"workers debug\",\n \"type\": \"node\",\n \"request\": \"attach\",\n \"restart\": false,\n \"port\": 9227,\n \"address\": \"localhost\",\n \"localRoot\": \"${workspaceFolder}\",\n \"skipFiles\": [\"/**\"],\n \"remoteRoot\": \"/app\"\n }\n ]\n}\n" }, { "path": ".vscode/settings.json", "content": "{\n \"css.customData\": [\".vscode/css_custom_data.json\"],\n \"[typescript]\": {\n \"editor.defaultFormatter\": \"esbenp.prettier-vscode\"\n },\n \"[typescriptreact]\": {\n \"editor.defaultFormatter\": \"esbenp.prettier-vscode\"\n },\n \"[html]\": {\n \"editor.defaultFormatter\": \"esbenp.prettier-vscode\"\n },\n \"typescript.enablePromptUseWorkspaceTsdk\": true,\n \"typescript.tsdk\": \"node_modules/typescript/lib\"\n}\n" }, { "path": "CONTRIBUTING.md", "content": "# Contributing to Maybe\nIt means so much that you're interested in contributing to Maybe! Seriously. Thank you. The entire community benefits from these contributions!\n\nBefore submitting a new issue or PR, check if it already exists in [issues](https://github.com/maybe-finance/maybe/issues) or [PRs](https://github.com/maybe-finance/maybe/pulls) so you have an idea of where things stand.\n\nThen, once you're ready to begin work, submit a draft PR with your high-level plan (or the full solution).\n\nGiven the speed at which we're moving on the codebase, we don't assign issues or \"give\" issues to anyone. \n\nWhen multiple PRs are submitted for the same issue, we take the one that most succinctly & efficiently solves a given problem and stays within the scope of work.\n\nPriority is also generally given to previous committers as they've proven familiarity with the codebase and product.\n" }, { "path": "LICENSE", "content": " GNU AFFERO GENERAL PUBLIC LICENSE\n Version 3, 19 November 2007\n\n Copyright (C) 2007 Free Software Foundation, Inc. \n Everyone is permitted to copy and distribute verbatim copies\n of this license document, but changing it is not allowed.\n\n Preamble\n\n The GNU Affero General Public License is a free, copyleft license for\nsoftware and other kinds of works, specifically designed to ensure\ncooperation with the community in the case of network server software.\n\n The licenses for most software and other practical works are designed\nto take away your freedom to share and change the works. By contrast,\nour General Public Licenses are intended to guarantee your freedom to\nshare and change all versions of a program--to make sure it remains free\nsoftware for all its users.\n\n When we speak of free software, we are referring to freedom, not\nprice. Our General Public Licenses are designed to make sure that you\nhave the freedom to distribute copies of free software (and charge for\nthem if you wish), that you receive source code or can get it if you\nwant it, that you can change the software or use pieces of it in new\nfree programs, and that you know you can do these things.\n\n Developers that use our General Public Licenses protect your rights\nwith two steps: (1) assert copyright on the software, and (2) offer\nyou this License which gives you legal permission to copy, distribute\nand/or modify the software.\n\n A secondary benefit of defending all users' freedom is that\nimprovements made in alternate versions of the program, if they\nreceive widespread use, become available for other developers to\nincorporate. Many developers of free software are heartened and\nencouraged by the resulting cooperation. However, in the case of\nsoftware used on network servers, this result may fail to come about.\nThe GNU General Public License permits making a modified version and\nletting the public access it on a server without ever releasing its\nsource code to the public.\n\n The GNU Affero General Public License is designed specifically to\nensure that, in such cases, the modified source code becomes available\nto the community. It requires the operator of a network server to\nprovide the source code of the modified version running there to the\nusers of that server. Therefore, public use of a modified version, on\na publicly accessible server, gives the public access to the source\ncode of the modified version.\n\n An older license, called the Affero General Public License and\npublished by Affero, was designed to accomplish similar goals. 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The resulting work is called a \"modified version\" of the\nearlier work or a work \"based on\" the earlier work.\n\n A \"covered work\" means either the unmodified Program or a work based\non the Program.\n\n To \"propagate\" a work means to do anything with it that, without\npermission, would make you directly or secondarily liable for\ninfringement under applicable copyright law, except executing it on a\ncomputer or modifying a private copy. Propagation includes copying,\ndistribution (with or without modification), making available to the\npublic, and in some countries other activities as well.\n\n To \"convey\" a work means any kind of propagation that enables other\nparties to make or receive copies. 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For example, Corresponding Source\nincludes interface definition files associated with source files for\nthe work, and the source code for shared libraries and dynamically\nlinked subprograms that the work is specifically designed to require,\nsuch as by intimate data communication or control flow between those\nsubprograms and other parts of the work.\n\n The Corresponding Source need not include anything that users\ncan regenerate automatically from other parts of the Corresponding\nSource.\n\n The Corresponding Source for a work in source code form is that\nsame work.\n\n 2. Basic Permissions.\n\n All rights granted under this License are granted for the term of\ncopyright on the Program, and are irrevocable provided the stated\nconditions are met. This License explicitly affirms your unlimited\npermission to run the unmodified Program. The output from running a\ncovered work is covered by this License only if the output, given its\ncontent, constitutes a covered work. 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To \"grant\" such a patent license to a\nparty means to make such an agreement or commitment not to enforce a\npatent against the party.\n\n If you convey a covered work, knowingly relying on a patent license,\nand the Corresponding Source of the work is not available for anyone\nto copy, free of charge and under the terms of this License, through a\npublicly available network server or other readily accessible means,\nthen you must either (1) cause the Corresponding Source to be so\navailable, or (2) arrange to deprive yourself of the benefit of the\npatent license for this particular work, or (3) arrange, in a manner\nconsistent with the requirements of this License, to extend the patent\nlicense to downstream recipients. \"Knowingly relying\" means you have\nactual knowledge that, but for the patent license, your conveying the\ncovered work in a country, or your recipient's use of the covered work\nin a country, would infringe one or more identifiable patents in that\ncountry that you have reason to believe are valid.\n\n If, pursuant to or in connection with a single transaction or\narrangement, you convey, or propagate by procuring conveyance of, a\ncovered work, and grant a patent license to some of the parties\nreceiving the covered work authorizing them to use, propagate, modify\nor convey a specific copy of the covered work, then the patent license\nyou grant is automatically extended to all recipients of the covered\nwork and works based on it.\n\n A patent license is \"discriminatory\" if it does not include within\nthe scope of its coverage, prohibits the exercise of, or is\nconditioned on the non-exercise of one or more of the rights that are\nspecifically granted under this License. You may not convey a covered\nwork if you are a party to an arrangement with a third party that is\nin the business of distributing software, under which you make payment\nto the third party based on the extent of your activity of conveying\nthe work, and under which the third party grants, to any of the\nparties who would receive the covered work from you, a discriminatory\npatent license (a) in connection with copies of the covered work\nconveyed by you (or copies made from those copies), or (b) primarily\nfor and in connection with specific products or compilations that\ncontain the covered work, unless you entered into that arrangement,\nor that patent license was granted, prior to 28 March 2007.\n\n Nothing in this License shall be construed as excluding or limiting\nany implied license or other defenses to infringement that may\notherwise be available to you under applicable patent law.\n\n 12. No Surrender of Others' Freedom.\n\n If conditions are imposed on you (whether by court order, agreement or\notherwise) that contradict the conditions of this License, they do not\nexcuse you from the conditions of this License. If you cannot convey a\ncovered work so as to satisfy simultaneously your obligations under this\nLicense and any other pertinent obligations, then as a consequence you may\nnot convey it at all. For example, if you agree to terms that obligate you\nto collect a royalty for further conveying from those to whom you convey\nthe Program, the only way you could satisfy both those terms and this\nLicense would be to refrain entirely from conveying the Program.\n\n 13. Remote Network Interaction; Use with the GNU General Public License.\n\n Notwithstanding any other provision of this License, if you modify the\nProgram, your modified version must prominently offer all users\ninteracting with it remotely through a computer network (if your version\nsupports such interaction) an opportunity to receive the Corresponding\nSource of your version by providing access to the Corresponding Source\nfrom a network server at no charge, through some standard or customary\nmeans of facilitating copying of software. This Corresponding Source\nshall include the Corresponding Source for any work covered by version 3\nof the GNU General Public License that is incorporated pursuant to the\nfollowing paragraph.\n\n Notwithstanding any other provision of this License, you have\npermission to link or combine any covered work with a work licensed\nunder version 3 of the GNU General Public License into a single\ncombined work, and to convey the resulting work. The terms of this\nLicense will continue to apply to the part which is the covered work,\nbut the work with which it is combined will remain governed by version\n3 of the GNU General Public License.\n\n 14. Revised Versions of this License.\n\n The Free Software Foundation may publish revised and/or new versions of\nthe GNU Affero General Public License from time to time. Such new versions\nwill be similar in spirit to the present version, but may differ in detail to\naddress new problems or concerns.\n\n Each version is given a distinguishing version number. If the\nProgram specifies that a certain numbered version of the GNU Affero General\nPublic License \"or any later version\" applies to it, you have the\noption of following the terms and conditions either of that numbered\nversion or of any later version published by the Free Software\nFoundation. If the Program does not specify a version number of the\nGNU Affero General Public License, you may choose any version ever published\nby the Free Software Foundation.\n\n If the Program specifies that a proxy can decide which future\nversions of the GNU Affero General Public License can be used, that proxy's\npublic statement of acceptance of a version permanently authorizes you\nto choose that version for the Program.\n\n Later license versions may give you additional or different\npermissions. However, no additional obligations are imposed on any\nauthor or copyright holder as a result of your choosing to follow a\nlater version.\n\n 15. Disclaimer of Warranty.\n\n THERE IS NO WARRANTY FOR THE PROGRAM, TO THE EXTENT PERMITTED BY\nAPPLICABLE LAW. EXCEPT WHEN OTHERWISE STATED IN WRITING THE COPYRIGHT\nHOLDERS AND/OR OTHER PARTIES PROVIDE THE PROGRAM \"AS IS\" WITHOUT WARRANTY\nOF ANY KIND, EITHER EXPRESSED OR IMPLIED, INCLUDING, BUT NOT LIMITED TO,\nTHE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR\nPURPOSE. THE ENTIRE RISK AS TO THE QUALITY AND PERFORMANCE OF THE PROGRAM\nIS WITH YOU. SHOULD THE PROGRAM PROVE DEFECTIVE, YOU ASSUME THE COST OF\nALL NECESSARY SERVICING, REPAIR OR CORRECTION.\n\n 16. Limitation of Liability.\n\n IN NO EVENT UNLESS REQUIRED BY APPLICABLE LAW OR AGREED TO IN WRITING\nWILL ANY COPYRIGHT HOLDER, OR ANY OTHER PARTY WHO MODIFIES AND/OR CONVEYS\nTHE PROGRAM AS PERMITTED ABOVE, BE LIABLE TO YOU FOR DAMAGES, INCLUDING ANY\nGENERAL, SPECIAL, INCIDENTAL OR CONSEQUENTIAL DAMAGES ARISING OUT OF THE\nUSE OR INABILITY TO USE THE PROGRAM (INCLUDING BUT NOT LIMITED TO LOSS OF\nDATA OR DATA BEING RENDERED INACCURATE OR LOSSES SUSTAINED BY YOU OR THIRD\nPARTIES OR A FAILURE OF THE PROGRAM TO OPERATE WITH ANY OTHER PROGRAMS),\nEVEN IF SUCH HOLDER OR OTHER PARTY HAS BEEN ADVISED OF THE POSSIBILITY OF\nSUCH DAMAGES.\n\n 17. Interpretation of Sections 15 and 16.\n\n If the disclaimer of warranty and limitation of liability provided\nabove cannot be given local legal effect according to their terms,\nreviewing courts shall apply local law that most closely approximates\nan absolute waiver of all civil liability in connection with the\nProgram, unless a warranty or assumption of liability accompanies a\ncopy of the Program in return for a fee.\n\n END OF TERMS AND CONDITIONS\n\n How to Apply These Terms to Your New Programs\n\n If you develop a new program, and you want it to be of the greatest\npossible use to the public, the best way to achieve this is to make it\nfree software which everyone can redistribute and change under these terms.\n\n To do so, attach the following notices to the program. It is safest\nto attach them to the start of each source file to most effectively\nstate the exclusion of warranty; and each file should have at least\nthe \"copyright\" line and a pointer to where the full notice is found.\n\n \n Copyright (C) \n\n This program is free software: you can redistribute it and/or modify\n it under the terms of the GNU Affero General Public License as published\n by the Free Software Foundation, either version 3 of the License, or\n (at your option) any later version.\n\n This program is distributed in the hope that it will be useful,\n but WITHOUT ANY WARRANTY; without even the implied warranty of\n MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the\n GNU Affero General Public License for more details.\n\n You should have received a copy of the GNU Affero General Public License\n along with this program. If not, see .\n\nAlso add information on how to contact you by electronic and paper mail.\n\n If your software can interact with users remotely through a computer\nnetwork, you should also make sure that it provides a way for users to\nget its source. For example, if your program is a web application, its\ninterface could display a \"Source\" link that leads users to an archive\nof the code. There are many ways you could offer source, and different\nsolutions will be better for different programs; see section 13 for the\nspecific requirements.\n\n You should also get your employer (if you work as a programmer) or school,\nif any, to sign a \"copyright disclaimer\" for the program, if necessary.\nFor more information on this, and how to apply and follow the GNU AGPL, see\n.\n" }, { "path": "README.md", "content": "**🚨 NOTE: This codebase is no longer being maintained. The repo we're actively working on is located at [maybe-finance/maybe](https://github.com/maybe-finance/maybe).**\n\n---\n\n![](https://github.com/maybe-finance/maybe/assets/35243/79d97b31-7fad-4031-9e83-5005bc1d7fd0)\n\n# Maybe: Open-source personal finance app\n\nGet involved: [Discord](https://link.maybe.co/discord) • [Website](https://maybe.co) • [Issues](https://github.com/maybe-finance/maybe/issues)\n\n## Backstory\n\nWe spent the better part of 2021/2022 building a personal finance + wealth management app called, Maybe. Very full-featured, including an \"Ask an Advisor\" feature which connected users with an actual CFP/CFA to help them with their finances (all included in your subscription).\n\nThe business end of things didn't work out, and so we shut things down mid-2023.\n\nWe spent the better part of $1,000,000 building the app (employees + contractors, data providers/services, infrastructure, etc.).\n\nWe're now reviving the product as a fully open-source project. The goal is to let you run the app yourself, for free, and use it to manage your own finances and eventually offer a hosted version of the app for a small monthly fee.\n\n## End goal\n\nUltimately we want to rebuild this so that you can self-host, but we also have plans to offer a hosted version for a fee. That means some decisions will be made that don't explicitly make sense for self-hosted but _do_ support the goal of us offering a for-pay hosted version.\n\n## Features\n\nAs a personal finance + wealth management app, Maybe has a lot of features. Here's a brief overview of some of the main ones...\n\n- Net worth tracking\n- Financial account syncing\n- Investment benchmarking\n- Investment portfolio allocation\n- Debt insights\n- Retirement forecasting + planning\n- Investment return simulation\n- Manual account/investment tracking\n\nAnd dozens upon dozens of smaller features.\n\n## Getting started\n\nThis is the current state of building the app. We're actively working to make this process much more streamlined!\n\n_You'll need Docker installed to run the app locally._\n[Docker Desktop](https://www.docker.com/products/docker-desktop/) is an easy way to get started.\n\nFirst, copy the `.env.example` file to `.env`:\n\n```\ncp .env.example .env\n```\n\nThen, create a new secret using `openssl rand -base64 32` and populate `NEXTAUTH_SECRET` in your `.env` file with it.\n\nTo enable transactional emails, you'll need to create a [Postmark](https://postmarkapp.com/) account and add your API key to your `.env` file (`NX_EMAIL_PROVIDER_API_TOKEN`) and set `NX_EMAIL_PROVIDER` to `postmark`. You can also set the from and reply-to email addresses (`NX_EMAIL_FROM_ADDRESS` and `NX_EMAIL_REPLY_TO_ADDRESS`). If you want to run the app without email, you can set `NX_EMAIL_PROVIDER_API_TOKEN` to a dummy value or leave `NX_EMAIL_PROVIDER` blank. We also support SMTP for sending emails, see information about configuring environment variables in the `.env.example` file.\n\nMaybe uses [Teller](https://teller.io/) for connecting financial accounts. To get started with Teller, you'll need to create an account. Once you've created an account:\n\n- Add your Teller application id to your `.env` file (`NEXT_PUBLIC_TELLER_APP_ID`).\n- Download your authentication certificates from Teller, create a `certs` folder in the root of the project, and place your certs in that directory. You should have both a `certificate.pem` and `private_key.pem`. **NEVER** check these files into source control, the `.gitignore` file will prevent the `certs/` directory from being added, but please double-check.\n- Set your `NEXT_PUBLIC_TELLER_ENV` and `NX_TELLER_ENV` to your desired environment. The default is `sandbox` which allows for testing with mock data. The login credentials for the sandbox environment are `username` and `password`. To connect to real financial accounts, you'll need to use the `development` environment.\n- Webhooks are not implemented yet, but you can populate the `NX_TELLER_SIGNING_SECRET` with the value from your Teller account.\n- We highly recommend checking out the [Teller docs](https://teller.io/docs) for more info.\n\nThen run the following pnpm commands:\n\n```shell\npnpm install\npnpm run dev:services:all\npnpm prisma:migrate:dev\npnpm prisma:seed\npnpm dev\n```\n\n## Set Up Ngrok\n\nExternal data providers require HTTPS/SSL webhook URLs for sending data.\n\nTo test this locally/during development, you will need to setup `ngrok`.\n\n1. Visit [ngrok.com](https://ngrok.com/)\n2. Create a free account\n3. Visit [this page](https://dashboard.ngrok.com/get-started/your-authtoken) to access your auth token\n4. Paste it into your `.env` file: `NGROK_AUTH_TOKEN=your_auth_token`\n\nYou should claim your free static domain to avoid needing to change the URL each time you start/stop the server.\n\nTo do so:\n\n1. Visit the [domains](https://dashboard.ngrok.com/cloud-edge/domains) page\n2. Click on Create Domain\n3. Copy the domain and paste it into your `.env` file: `NGROK_DOMAIN=your_domain`\n\nThat's it! As long as you run the project locally using `docker` with `pnpm dev:services:all` you'll be good to go.\n\n## External data\n\nTo pull market data in (for investments), you'll need a Polygon.io API key. You can get one for free [here](https://polygon.io/) and then add it to your `.env` file (`NX_POLYGON_API_KEY`). **Note:** If you're using the free \"basic\" plan, you'll need to manually sync stock tickers using the dev tools in the app the first time you run it. It will then be re-synced automatically every 24 hours. If you're using a paid tier, be sure to update your `.env` file with the correct tier (`NX_POLYGON_API_TIER`) and tickers and pricing will be synced automatically.\n\n## Tech stack\n\n- Next.js\n- Tailwind\n- Node.js\n- Express\n- Postgres (w/ Timescale)\n\n## Credits\n\nThe original app was built by [Zach Gollwitzer](https://twitter.com/zg_dev), [Nick Arciero](https://www.narciero.com/) and [Tim Wilson](https://twitter.com/actualTimWilson), with design work by [Justin Farrugia](https://twitter.com/justinmfarrugia).\n\n## Copyright & license\n\nMaybe is distributed under an [AGPLv3 license](https://github.com/maybe-finance/maybe-archive/blob/main/LICENSE). \"Maybe\" is a trademark of Maybe Finance, Inc.\n" }, { "path": "apps/.gitkeep", "content": "" }, { "path": "apps/client/.babelrc.json", "content": "{\n \"presets\": [\"next/babel\"],\n \"plugins\": []\n}\n" }, { "path": "apps/client/.eslintrc.json", "content": "{\n \"extends\": [\n \"plugin:@nrwl/nx/react-typescript\",\n \"../../.eslintrc.json\",\n \"next\",\n \"next/core-web-vitals\"\n ],\n \"ignorePatterns\": [\n \"!**/*\",\n \"styles.css\",\n \"**/*.csv\",\n \"**/public/*\",\n \"**/.next/*\",\n \"**/*.sh\",\n \"Dockerfile\"\n ],\n \"overrides\": [\n {\n \"files\": [\"*.ts\", \"*.tsx\", \"*.js\", \"*.jsx\"],\n \"rules\": {\n \"@next/next/no-img-element\": \"off\",\n \"@next/next/no-html-link-for-pages\": \"off\"\n }\n },\n {\n \"files\": [\"*.ts\", \"*.tsx\"],\n \"rules\": {}\n },\n {\n \"files\": [\"*.js\", \"*.jsx\"],\n \"rules\": {}\n }\n ],\n \"env\": {\n \"jest\": true\n },\n \"settings\": {\n \"next\": {\n \"rootDir\": \"apps/advisor\"\n }\n }\n}\n" }, { "path": "apps/client/.storybook/main.js", "content": "const rootMain = require('../../../.storybook/main')\n\nmodule.exports = {\n ...rootMain,\n core: { ...rootMain.core, builder: 'webpack5' },\n stories: ['../**/*.stories.@(js|jsx|ts|tsx)', '../stories/**/*.stories.@(js|jsx|ts|tsx)'],\n addons: [...rootMain.addons, '@nrwl/react/plugins/storybook'],\n webpackFinal: async (config, { configType }) => {\n // apply any global webpack configs that might have been specified in .storybook/main.js\n if (rootMain.webpackFinal) {\n config = await rootMain.webpackFinal(config, { configType })\n }\n\n // add your own webpack tweaks if needed\n\n return config\n },\n}\n" }, { "path": "apps/client/.storybook/manager.js", "content": "import { addons } from '@storybook/addons'\nimport theme from './theme'\n\naddons.setConfig({\n theme,\n})\n" }, { "path": "apps/client/.storybook/preview.js", "content": "import '../styles.css'\n\nimport theme from './theme'\n\nexport const parameters = {\n docs: {\n theme,\n },\n}\n" }, { "path": "apps/client/.storybook/theme.js", "content": "import { create } from '@storybook/theming'\nimport logo from '../assets/logo.svg'\n\nexport default create({\n base: 'dark',\n\n brandTitle: 'Maybe',\n brandUrl: 'https://maybe.co',\n brandImage: logo,\n\n fontBase: '\"General Sans\", sans-serif',\n\n colorPrimary: '#4361EE',\n colorSecondary: '#F12980',\n\n appBg: '#1C1C20',\n appContentBg: '#16161A',\n})\n" }, { "path": "apps/client/.storybook/tsconfig.json", "content": "{\n \"extends\": \"../tsconfig.json\",\n \"compilerOptions\": {\n \"allowImportingTsExtensions\": true\n },\n \"include\": [\"**/*.ts\", \"**/*.tsx\", \"**/**/*.ts\", \"**/**/*.tsx\"]\n}\n" }, { "path": "apps/client/Dockerfile", "content": "# ------------------------------------------\n# BUILD STAGE \n# ------------------------------------------ \nFROM node:18-alpine3.18 as builder\n\nWORKDIR /app\nCOPY ./dist/apps/client ./prisma ./package.json ./\n# Install dependencies\nRUN npm install -g pnpm\n# nrwl/nx#20079, generated lockfile is completely broken\nRUN rm -f pnpm-lock.yaml\nRUN pnpm install --no-frozen-lockfile --production=false\n\n# ------------------------------------------\n# PROD STAGE \n# ------------------------------------------ \nFROM node:18-alpine3.18 as prod\n\nCOPY ./apps/client/env.sh /env.sh\nRUN chmod +x /env.sh\n\n# Used for container health checks and env handling\nRUN apk add --no-cache curl gawk bash\nWORKDIR /app\nUSER node \nCOPY --from=builder --chown=node:node /app .\n\nENTRYPOINT [\"/env.sh\"]\nCMD [\"npx\", \"next\", \"start\"]\n" }, { "path": "apps/client/components/APM.tsx", "content": "import { useEffect } from 'react'\nimport * as Sentry from '@sentry/react'\nimport { useSession } from 'next-auth/react'\n\nexport default function APM() {\n const { data: session } = useSession()\n\n // Identify Sentry user\n useEffect(() => {\n if (session && session.user) {\n Sentry.setUser({\n id: session.user['sub'] ?? undefined,\n email: session.user['https://maybe.co'] ?? undefined,\n })\n }\n }, [session])\n\n return null\n}\n" }, { "path": "apps/client/components/Maintenance.stories.tsx", "content": "import type { Story, Meta } from '@storybook/react'\nimport Maintenance from './Maintenance'\nimport React from 'react'\n\nexport default {\n title: 'components/Maintenance.tsx',\n component: Maintenance,\n} as Meta\n\nconst Template: Story = () => {\n return (\n <>\n \n \n )\n}\n\nexport const Base = Template.bind({})\n" }, { "path": "apps/client/components/Maintenance.tsx", "content": "export default function Maintenance() {\n return (\n
\n \n \n \n \n \n \n \n \n \n \n \n\n

\n We'll be back soon!\n

\n\n

\n We are currently doing some site maintenance and will be back up shortly.\n

\n
\n )\n}\n" }, { "path": "apps/client/components/Meta.tsx", "content": "import Head from 'next/head'\nimport React from 'react'\nimport env from '../env'\n\nexport default function Meta() {\n return (\n \n {/* */}\n Maybe\n \n \n\n {/* */}\n \n \n \n \n\n {/* */}\n \n \n \n \n\n {/* */}\n \n\n {/* */}\n \n \n\n {/* */}\n \n \n\n \n \n )\n}\n" }, { "path": "apps/client/components/account-views/DefaultView.tsx", "content": "import type { ReactNode } from 'react'\nimport type { Account } from '@prisma/client'\nimport type { SharedType } from '@maybe-finance/shared'\nimport type { SelectableDateRange, SelectableRangeKeys } from '@maybe-finance/design-system'\n\nimport { AccountMenu, PageTitle } from '@maybe-finance/client/features'\nimport { TSeries } from '@maybe-finance/client/shared'\nimport { DatePickerRange, getRangeDescription } from '@maybe-finance/design-system'\nimport { NumberUtil } from '@maybe-finance/shared'\nimport { DateTime } from 'luxon'\nimport { useMemo } from 'react'\n\nexport type DefaultViewProps = {\n account?: SharedType.AccountDetail\n balances?: SharedType.AccountBalanceResponse\n dateRange: SharedType.DateRange\n onDateChange: (range: SharedType.DateRange) => void\n getContent: (accountId: Account['id']) => ReactNode\n isLoading: boolean\n isError: boolean\n selectableDateRanges?: Array\n}\n\nexport default function DefaultView({\n account,\n balances,\n dateRange,\n onDateChange,\n getContent,\n isLoading,\n isError,\n selectableDateRanges,\n}: DefaultViewProps) {\n const allTimeRange = useMemo(() => {\n return {\n label: 'All',\n labelShort: 'All',\n start: balances?.minDate ?? DateTime.now().minus({ years: 2 }).toISODate(),\n end: DateTime.now().toISODate(),\n }\n }, [balances])\n\n return (\n
\n
\n \n \n
\n\n
\n \n
\n\n
\n ({\n date: v.date,\n values: { balance: v.balance },\n }))}\n series={[\n {\n key: 'balances',\n accessorFn: (d) => d.values.balance?.toNumber(),\n negative: account?.classification === 'liability',\n },\n ]}\n >\n \n \n
\n\n {account &&
{getContent(account.id)}
}\n
\n )\n}\n" }, { "path": "apps/client/components/account-views/InvestmentView.tsx", "content": "import {\n type InsightCardOption,\n InsightPopout,\n usePopoutContext,\n useAccountApi,\n InsightGroup,\n TSeries,\n} from '@maybe-finance/client/shared'\nimport {\n AccountMenu,\n Explainers,\n HoldingList,\n InvestmentTransactionList,\n PageTitle,\n} from '@maybe-finance/client/features'\nimport {\n Checkbox,\n DatePickerRange,\n getRangeDescription,\n Listbox,\n} from '@maybe-finance/design-system'\nimport { type SharedType, NumberUtil } from '@maybe-finance/shared'\nimport { DateTime } from 'luxon'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport {\n RiAddLine,\n RiArrowUpDownLine,\n RiCoinLine,\n RiLineChartLine,\n RiPercentLine,\n RiScalesFill,\n RiStackLine,\n RiSubtractLine,\n} from 'react-icons/ri'\nimport type { IconType } from 'react-icons'\nimport classNames from 'classnames'\n\ntype Props = {\n account?: SharedType.AccountDetail\n balances?: SharedType.AccountBalanceResponse\n dateRange: SharedType.DateRange\n onDateChange: (range: SharedType.DateRange) => void\n isLoading: boolean\n isError: boolean\n}\n\nconst stockInsightCards: InsightCardOption[] = [\n {\n id: 'profit-loss',\n display: 'Potential gain or loss',\n category: 'General',\n tooltip:\n 'The amount you would gain or lose if you sold this entire portfolio today. This is commonly referred to as \"capital gains / losses\".',\n },\n {\n id: 'avg-return',\n display: 'Average return',\n category: 'General',\n tooltip:\n 'The average return you have achieved over the time period on this portfolio of holdings',\n },\n {\n id: 'net-deposits',\n display: 'Contributions',\n category: 'General',\n tooltip:\n 'The total amount you have contributed to this brokerage account. Deposits increase this number and withdrawals decrease it.',\n },\n {\n id: 'fees',\n display: 'Fees',\n category: 'Cost',\n tooltip:\n 'The total brokerage and other fees you have incurred while buying and selling holdings',\n },\n {\n id: 'sector-allocation',\n display: 'Sector allocation',\n category: 'Market',\n tooltip: 'Shows how diverse your portfolio is',\n },\n]\n\nconst transactionsFilters: {\n name: string\n icon: IconType\n data: { category?: SharedType.InvestmentTransactionCategory }\n}[] = [\n {\n name: 'Show all',\n icon: RiStackLine,\n data: {},\n },\n {\n name: 'Buys',\n icon: RiAddLine,\n data: { category: 'buy' },\n },\n {\n name: 'Sales',\n icon: RiSubtractLine,\n data: { category: 'sell' },\n },\n {\n name: 'Dividends',\n icon: RiPercentLine,\n data: { category: 'dividend' },\n },\n {\n name: 'Transfers',\n icon: RiArrowUpDownLine,\n data: { category: 'transfer' },\n },\n {\n name: 'Fees',\n icon: RiCoinLine,\n data: { category: 'fee' },\n },\n]\n\nconst returnPeriods: { key: 'ytd' | '1y' | '1m'; display: string }[] = [\n { key: 'ytd', display: 'This year' },\n { key: '1y', display: 'Past year' },\n { key: '1m', display: 'Past month' },\n]\n\nconst contributionPeriods = [\n { key: 'ytd', display: 'This year' },\n { key: 'lastYear', display: 'Last year' },\n]\n\nconst chartViews = [\n { key: 'value', display: 'Value', icon: RiLineChartLine },\n { key: 'return', display: 'Return', icon: RiLineChartLine },\n]\n\ntype Comparison = { ticker: string; display: string; color: string }\n\nconst comparisonTickers: Comparison[] = [\n {\n ticker: 'VOO',\n display: 'S&P 500',\n color: 'teal',\n },\n {\n ticker: 'DIA',\n display: 'Dow Jones Industrial Avg',\n color: 'red',\n },\n {\n ticker: 'VONE',\n display: 'Russell 1000',\n color: 'indigo',\n },\n {\n ticker: 'QQQ',\n display: 'NASDAQ 100',\n color: 'grape',\n },\n {\n ticker: 'VT',\n display: 'Total World Stock Index',\n color: 'yellow',\n },\n {\n ticker: 'GLDM',\n display: 'Gold',\n color: 'blue',\n },\n {\n ticker: 'X:BTCUSD',\n display: 'Bitcoin',\n color: 'orange',\n },\n {\n ticker: 'X:ETHUSD',\n display: 'Ethereum',\n color: 'gray',\n },\n]\n\nexport default function InvestmentView({\n account,\n balances,\n dateRange,\n onDateChange,\n isLoading,\n isError,\n}: Props) {\n const [selectedComparisons, setSelectedComparisons] = useState([])\n const [chartView, setChartView] = useState(chartViews[0])\n const [showContributions, setShowContributions] = useState(false)\n\n const { open: openPopout } = usePopoutContext()\n\n const [returnPeriod, setReturnPeriod] = useState(returnPeriods[0])\n const [contributionPeriod, setContributionPeriod] = useState(contributionPeriods[0])\n\n const { useAccountInsights, useAccountReturns } = useAccountApi()\n\n const returns = useAccountReturns(\n {\n id: account?.id ?? -1,\n start: dateRange.start,\n end: dateRange.end,\n compare: selectedComparisons.map((c) => c.ticker),\n },\n {\n enabled: !!account?.id,\n keepPreviousData: true,\n }\n )\n\n const insights = useAccountInsights(account?.id ?? -1, { enabled: !!account?.id })\n\n const stocksAllocation = useMemo(() => {\n const stockPercent =\n insights.data?.portfolio?.holdingBreakdown\n .find((hb) => hb.asset_class === 'stocks')\n ?.percentage.toNumber() ?? 0\n\n return {\n stocks: Math.round(stockPercent * 100),\n other: Math.round(100 - stockPercent * 100),\n }\n }, [insights.data])\n\n const allTimeRange = useMemo(() => {\n return {\n label: 'All',\n labelShort: 'All',\n start: balances?.minDate ?? DateTime.now().minus({ years: 2 }).toISODate(),\n end: DateTime.now().toISODate(),\n }\n }, [balances])\n\n const returnColorAccessorFn = useCallback<\n TSeries.AccessorFn<{ rateOfReturn: SharedType.Decimal }, string>\n >((datum) => {\n return datum.values?.rateOfReturn?.lessThan(0) ? '#FF8787' : '#38D9A9' // text-red and text-teal\n }, [])\n\n const [transactionFilter, setTransactionFilter] = useState(transactionsFilters[0])\n\n // Whenever user modifies the comparisons dropdown, always go to \"Returns\" view\n useEffect(() => {\n if (selectedComparisons.length > 0) {\n setChartView(chartViews[1])\n }\n }, [selectedComparisons])\n\n return (\n
\n
\n \n \n
\n\n
\n
\n \n {chartView.display}\n \n {chartViews.map((view) => (\n \n {view.display}\n \n ))}\n \n \n \n \n Compare\n \n \n {comparisonTickers.map((comparison) => (\n \n {comparison.display}\n \n ))}\n \n \n {chartView.key === 'value' && (\n
\n \n
\n )}\n
\n\n \n
\n\n
\n >\n id=\"investment-account-chart\"\n isLoading={isLoading}\n isError={isError || returns.isError}\n dateRange={dateRange}\n data={{\n balances:\n balances?.series.data.map((d) => ({\n date: d.date,\n values: { balance: d.balance },\n })) ?? [],\n returns:\n returns.data?.data.map((d) => ({\n date: d.date,\n values: { ...d.account, ...d.comparisons },\n })) ?? [],\n }}\n series={[\n {\n key: 'portfolio-balance',\n dataKey: 'balances',\n accessorFn: (d) => d?.values?.balance?.toNumber(),\n isActive: chartView.key === 'value',\n },\n {\n key: 'contributions',\n dataKey: 'returns',\n accessorFn: (d) => d.values.contributions?.toNumber(),\n isActive: showContributions && chartView.key === 'value',\n color: TSeries.tailwindScale('grape'),\n },\n {\n key: 'portfolio-return',\n dataKey: 'returns',\n accessorFn: (d) => d.values.rateOfReturn?.toNumber(),\n isActive: chartView.key === 'return',\n format: 'percent',\n label: 'Portfolio return',\n color:\n selectedComparisons.length > 0\n ? TSeries.tailwindScale('cyan')\n : returnColorAccessorFn,\n },\n ...selectedComparisons.map(({ ticker, display, color }) => ({\n key: ticker,\n dataKey: 'returns',\n accessorFn: (d) => {\n return d.values?.[ticker]?.toNumber()\n },\n isActive: chartView.key === 'return' && selectedComparisons.length > 0,\n label: `${display} return`,\n format: 'percent' as SharedType.FormatString,\n color: TSeries.tailwindScale(color),\n })),\n ]}\n y1Axis={\n \n NumberUtil.format(\n v as number,\n chartView.key === 'return' ? 'percent' : 'short-currency'\n )\n }\n />\n }\n // If showing returns graph, render a date range for the tooltip title\n tooltipOptions={\n chartView.key === 'return' && returns.data && returns.data.data.length > 0\n ? {\n tooltipTitle: (tooltipData) =>\n `${DateTime.fromISO(returns.data.data[0].date).toFormat(\n 'MMM dd, yyyy'\n )} - ${DateTime.fromISO(tooltipData.date).toFormat(\n 'MMM dd, yyyy'\n )}`,\n }\n : undefined\n }\n >\n \n\n \n\n \n\n {selectedComparisons.map((comparison) => (\n \n ))}\n \n
\n\n {account && (\n
\n \n \n openPopout(\n \n \n \n )\n }\n headerRight={\n e.stopPropagation()}\n >\n e.stopPropagation()}\n >\n {returnPeriod.display}\n \n\n \n {returnPeriods.map((rp) => (\n \n {rp.display}\n \n ))}\n \n \n }\n >\n {(() => {\n const returnValues =\n insights.data?.portfolio?.return?.[returnPeriod.key]\n\n return (\n <>\n

\n {NumberUtil.format(\n returnValues?.percentage,\n 'percent',\n { signDisplay: 'auto', maximumFractionDigits: 1 }\n )}\n

\n \n \n {NumberUtil.format(\n returnValues?.amount,\n 'currency',\n {\n signDisplay: 'exceptZero',\n }\n )}\n {' '}\n {returnPeriod.display.toLowerCase()}\n \n \n )\n })()}\n \n\n \n openPopout(\n \n \n \n )\n }\n >\n

\n {NumberUtil.format(\n insights.data?.portfolio?.pnl?.amount,\n 'currency',\n { signDisplay: 'exceptZero' }\n )}\n

\n as of today\n \n\n \n openPopout(\n \n \n \n )\n }\n headerRight={\n e.stopPropagation()}\n >\n e.stopPropagation()}\n >\n {contributionPeriod.display}\n \n\n \n {contributionPeriods.map((cp) => (\n \n {cp.display}\n \n ))}\n \n \n }\n >\n

\n {NumberUtil.format(\n insights?.data?.portfolio?.contributions[contributionPeriod.key]\n .amount,\n 'currency',\n { signDisplay: 'exceptZero' }\n )}\n

\n Average:\n \n {NumberUtil.format(\n insights?.data?.portfolio?.contributions[contributionPeriod.key]\n .monthlyAvg,\n 'short-currency',\n { signDisplay: 'exceptZero' }\n )}\n /mo\n \n \n\n \n openPopout(\n \n \n \n )\n }\n >\n

\n {NumberUtil.format(insights.data?.portfolio?.fees, 'currency', {\n signDisplay: 'auto',\n })}\n

\n all time\n \n\n \n openPopout(\n \n \n \n )\n }\n >\n

\n {stocksAllocation.stocks}/{stocksAllocation.other} split\n

\n \n {stocksAllocation.stocks}% in stocks and {stocksAllocation.other}%\n in other\n \n \n \n\n
Holdings
\n \n\n
\n
Transactions
\n \n \n {transactionFilter.name}\n \n \n {transactionsFilters.map((filter) => (\n \n {filter.name}\n \n ))}\n \n \n
\n \n
\n )}\n
\n )\n}\n" }, { "path": "apps/client/components/account-views/LoanView.tsx", "content": "import type { SharedType } from '@maybe-finance/shared'\nimport { AccountMenu, LoanDetail, PageTitle, TransactionList } from '@maybe-finance/client/features'\nimport { TSeries, useAccountContext } from '@maybe-finance/client/shared'\nimport { Button, DatePickerRange, getRangeDescription } from '@maybe-finance/design-system'\nimport { NumberUtil } from '@maybe-finance/shared'\nimport { DateTime } from 'luxon'\nimport { useMemo, useEffect, useState } from 'react'\n\nexport type LoanViewProps = {\n account?: SharedType.AccountDetail\n balances?: SharedType.AccountBalanceResponse\n dateRange: SharedType.DateRange\n onDateChange: (range: SharedType.DateRange) => void\n isLoading: boolean\n isError: boolean\n}\n\nexport default function LoanView({\n account,\n balances,\n dateRange,\n onDateChange,\n isLoading,\n isError,\n}: LoanViewProps) {\n const { editAccount } = useAccountContext()\n\n const [showOverlay, setShowOverlay] = useState(false)\n\n const allTimeRange = useMemo(() => {\n return {\n label: 'All',\n labelShort: 'All',\n start: balances?.minDate ?? DateTime.now().minus({ years: 2 }).toISODate(),\n end: DateTime.now().toISODate(),\n }\n }, [balances])\n\n useEffect(() => {\n const loanValid = ({ loan }: SharedType.AccountDetail) => {\n return (\n loan &&\n loan.originationDate &&\n loan.originationPrincipal &&\n loan.maturityDate &&\n loan.interestRate &&\n loan.loanDetail\n )\n }\n\n if (account && !loanValid(account)) {\n setShowOverlay(true)\n } else {\n setShowOverlay(false)\n }\n }, [account, editAccount])\n\n return (\n
\n
\n \n \n
\n\n
\n \n
\n\n
\n ({\n date: v.date,\n values: { balance: v.balance },\n }))}\n series={[\n {\n key: 'balances',\n accessorFn: (d) => d.values.balance?.toNumber(),\n negative: true,\n },\n ]}\n renderOverlay={\n showOverlay && account\n ? () => (\n <>\n

Chart unavailable

\n
\n

\n Please provide us with more details for this account\n so that we can build your chart with accurate values.\n

\n
\n \n \n )\n : undefined\n }\n >\n \n \n
\n\n {account && (\n
\n \n {account.transactions.length > 0 && (\n
\n
Payments
\n \n
\n )}\n
\n )}\n
\n )\n}\n" }, { "path": "apps/client/components/account-views/index.ts", "content": "export { default as DefaultView } from './DefaultView'\nexport { default as LoanView } from './LoanView'\n" }, { "path": "apps/client/env.sh", "content": "#!/bin/bash\n# https://github.com/vercel/next.js/discussions/17641#discussioncomment-5919914\n\n# Config\nENVSH_ENV=\"${ENVSH_ENV:-\"./.env\"}\"\nENVSH_PREFIX=\"${ENVSH_PREFIX:-\"NEXT_PUBLIC_\"}\"\nENVSH_PREFIX_STRIP=\"${ENVSH_PREFIX_STRIP:-false}\"\n\n# Can be `window.__appenv = {` or `const APPENV = {` or whatever you want\nENVSH_PREPEND=\"${ENVSH_PREPEND:-\"window.__appenv = {\"}\"\nENVSH_APPEND=\"${ENVSH_APPEND:-\"}\"}\"\nENVSH_OUTPUT=\"${ENVSH_OUTPUT:-\"./public/__appenv.js\"}\"\n\n[ -f \"$ENVSH_ENV\" ] && INPUT=\"$ENVSH_ENV\" || INPUT=/dev/null\n\n# Add assignment\necho \"$ENVSH_PREPEND\" >\"$ENVSH_OUTPUT\"\n\ngawk -v PREFIX=\"$ENVSH_PREFIX\" -v STRIP_PREFIX=\"$ENVSH_PREFIX_STRIP\" '\nBEGIN {\n OFS=\": \";\n FS=\"=\";\n PATTERN=\"^\" PREFIX;\n\n for (v in ENVIRON)\n if (v ~ PATTERN)\n vars[v] = ENVIRON[v]\n}\n\n$0 ~ PATTERN {\n v = $2;\n\n for (i = 3; i <= NF; i++)\n v = v FS $i;\n\n vars[$1] = (vars[$1] ? vars[$1] : v);\n}\n\nEND {\n for (v in vars) {\n val = vars[v];\n switch (val) {\n case /^true$/:\n break;\n\n case /^false$/:\n break;\n\n case /^'\"'.*'\"'$/:\n break;\n\n case /^\".*\"$/:\n break;\n\n case /^[[:digit:]]+$/:\n break;\n\n default:\n val = \"\\\"\" val \"\\\"\";\n break;\n }\n\n val = val \",\"\n\n if (STRIP_PREFIX == \"true\" || STRIP_PREFIX == \"1\")\n v = gensub(PATTERN, \"\", 1, v)\n\n print v, val;\n }\n}\n' \"$INPUT\" >>\"$ENVSH_OUTPUT\"\n\necho \"$ENVSH_APPEND\" >>\"$ENVSH_OUTPUT\"\n\n# Accepting commands (for Docker)\nexec \"$@\"" }, { "path": "apps/client/env.ts", "content": "declare global {\n interface Window {\n __appenv: any\n }\n}\n\nfunction isBrowser() {\n return Boolean(typeof window !== 'undefined' && window.__appenv)\n}\n\nfunction getEnv(key: string): string | undefined {\n if (!key.length) {\n throw new Error('No env key provided')\n }\n\n if (isBrowser()) {\n return window.__appenv[key]\n }\n}\n\nconst env = {\n NEXT_PUBLIC_API_URL:\n getEnv('NEXT_PUBLIC_API_URL') || process.env.NEXT_PUBLIC_API_URL || 'http://localhost:3333',\n NEXT_PUBLIC_LD_CLIENT_SIDE_ID:\n getEnv('NEXT_PUBLIC_LD_CLIENT_SIDE_ID') ||\n process.env.NEXT_PUBLIC_LD_CLIENT_SIDE_ID ||\n 'REPLACE_THIS',\n NEXT_PUBLIC_SENTRY_DSN: getEnv('NEXT_PUBLIC_SENTRY_DSN') || process.env.NEXT_PUBLIC_SENTRY_DSN,\n NEXT_PUBLIC_SENTRY_ENV: getEnv('NEXT_PUBLIC_SENTRY_ENV') || process.env.NEXT_PUBLIC_SENTRY_ENV,\n}\n\nexport default env\n" }, { "path": "apps/client/jest.config.ts", "content": "/* eslint-disable */\nexport default {\n displayName: 'client',\n preset: '../../jest.preset.js',\n transform: {\n '^(?!.*\\\\.(js|jsx|ts|tsx|css|json)$)': '@nrwl/react/plugins/jest',\n '^.+\\\\.[tj]sx?$': 'babel-jest',\n },\n moduleFileExtensions: ['ts', 'tsx', 'js', 'jsx'],\n coverageDirectory: '../../coverage/apps/client',\n}\n" }, { "path": "apps/client/next-env.d.ts", "content": "/// \n/// \n\n// NOTE: This file should not be edited\n// see https://nextjs.org/docs/basic-features/typescript for more information.\n" }, { "path": "apps/client/next.config.js", "content": "// eslint-disable-next-line @typescript-eslint/no-var-requires\nconst withNx = require('@nrwl/next/plugins/with-nx')\nconst withBundleAnalyzer = require('@next/bundle-analyzer')({\n enabled: process.env.ANALYZE === 'true',\n})\n\n/**\n * @type {import('@nrwl/next/plugins/with-nx').WithNxOptions}\n **/\nconst nextConfig = {\n nx: {\n // Set this to true if you would like to to use SVGR\n // See: https://github.com/gregberge/svgr\n svgr: false,\n },\n images: {\n loader: 'custom',\n },\n swcMinify: false,\n}\n\nmodule.exports = withBundleAnalyzer(withNx(nextConfig))\n" }, { "path": "apps/client/pages/404.tsx", "content": "import { NotFoundPage } from '@maybe-finance/client/features'\n\nexport function Page404() {\n return \n}\n\nexport default Page404\n" }, { "path": "apps/client/pages/_app.tsx", "content": "import { useEffect, type PropsWithChildren, type ReactElement } from 'react'\nimport type { AppProps } from 'next/app'\nimport { ErrorBoundary } from 'react-error-boundary'\nimport { Analytics } from '@vercel/analytics/react'\nimport {\n AxiosProvider,\n QueryProvider,\n ErrorFallback,\n LogProvider,\n UserAccountContextProvider,\n} from '@maybe-finance/client/shared'\nimport { AccountsManager, OnboardingGuard } from '@maybe-finance/client/features'\nimport { AccountContextProvider } from '@maybe-finance/client/shared'\nimport * as Sentry from '@sentry/react'\nimport { BrowserTracing } from '@sentry/tracing'\nimport env from '../env'\nimport '../styles.css'\nimport { SessionProvider, useSession } from 'next-auth/react'\nimport Meta from '../components/Meta'\nimport APM from '../components/APM'\nimport { useRouter } from 'next/router'\n\nSentry.init({\n dsn: env.NEXT_PUBLIC_SENTRY_DSN,\n environment: env.NEXT_PUBLIC_SENTRY_ENV,\n integrations: [\n new BrowserTracing({\n tracingOrigins: ['localhost', new URL(env.NEXT_PUBLIC_API_URL).hostname],\n }),\n ],\n tracesSampleRate: 0.6,\n})\n\n// Providers and components only relevant to a logged-in user\nconst WithAuth = function ({ children }: PropsWithChildren) {\n const { data: session, status } = useSession()\n const router = useRouter()\n\n useEffect(() => {\n if (status === 'loading') return\n\n if (!session) {\n router.push('/login')\n }\n }, [session, status, router])\n\n if (session && status === 'authenticated') {\n return (\n \n \n \n {children}\n \n \n \n \n )\n }\n return null\n}\n\nexport default function App({\n Component: Page,\n pageProps,\n}: AppProps & {\n Component: AppProps['Component'] & {\n getLayout?: (component: ReactElement) => JSX.Element\n isPublic?: boolean\n }\n}) {\n const getLayout = Page.getLayout ?? ((page) => page)\n\n return (\n \n {\n Sentry.captureException(err)\n console.error('React app crashed', err)\n }}\n >\n \n \n \n \n \n <>\n \n {Page.isPublic === true ? (\n getLayout()\n ) : (\n {getLayout()}\n )}\n \n \n \n \n \n \n )\n}\n" }, { "path": "apps/client/pages/_document.tsx", "content": "import { Html, Head, Main, NextScript } from 'next/document'\n\nexport default function Document() {\n return (\n \n \n {/* */}\n {/* eslint-disable-next-line @next/next/no-sync-scripts */}\n \n Maybe Finance\n\n" }, { "path": "apps/server/src/app/app.ts", "content": "import type { RequestHandler } from 'express'\nimport express from 'express'\nimport cors from 'cors'\nimport morgan from 'morgan'\nimport * as Sentry from '@sentry/node'\nimport * as SentryTracing from '@sentry/tracing'\nimport * as trpcExpress from '@trpc/server/adapters/express'\nimport { appRouter, createTRPCContext } from './trpc'\n/**\n * In Express 4.x, asynchronous errors are NOT automatically passed to next(). This middleware is a small\n * wrapper around Express that enables automatic async error handling\n *\n * Benefit: Eliminates the need for try / catch blocks in routes (i.e. `next(err)` will automatically be called on failed Promise)\n *\n * When stable Express 5.x is released, this won't be necessary - https://github.com/expressjs/express/issues/4543#issuecomment-789256044\n */\nimport 'express-async-errors'\nimport logger from './lib/logger'\nimport prisma from './lib/prisma'\nimport {\n defaultErrorHandler,\n validateAuthJwt,\n superjson,\n authErrorHandler,\n maintenance,\n identifySentryUser,\n devOnly,\n} from './middleware'\nimport {\n usersRouter,\n accountsRouter,\n connectionsRouter,\n webhooksRouter,\n accountRollupRouter,\n valuationsRouter,\n institutionsRouter,\n tellerRouter,\n transactionsRouter,\n holdingsRouter,\n securitiesRouter,\n plansRouter,\n toolsRouter,\n publicRouter,\n e2eRouter,\n adminRouter,\n} from './routes'\nimport env from '../env'\n\nconst app = express()\n\n// put health check before maintenance and other middleware\napp.get('/health', (_req, res) => {\n res.status(200).json({ status: 'OK' })\n})\n\nif (process.env.NODE_ENV !== 'test') {\n maintenance(app)\n}\n\n// Mostly defaults recommended by quickstart\n// - https://docs.sentry.io/platforms/node/guides/express/\n// - https://docs.sentry.io/platforms/node/guides/express/performance/\nSentry.init({\n dsn: env.NX_SENTRY_DSN,\n environment: env.NX_SENTRY_ENV,\n maxValueLength: 8196,\n integrations: [\n new Sentry.Integrations.Http({ tracing: true }),\n new SentryTracing.Integrations.Express({ app }),\n new SentryTracing.Integrations.Postgres(),\n new SentryTracing.Integrations.Prisma({ client: prisma }),\n ],\n tracesSampler: (ctx) => {\n return ctx.request?.method === 'OPTIONS' ? false : ctx.parentSampled ?? true\n },\n})\n\napp.use(Sentry.Handlers.requestHandler())\napp.use(Sentry.Handlers.tracingHandler())\n\napp.get('/', (req, res) => {\n res.render('pages/index', { error: req.query.error })\n})\n\n// TODO: Replace \"admin\" concept from Auth0 with next-auth\n// Only Auth0 users with a role of \"admin\" can view these pages (i.e. Maybe Employees)\napp.use(express.static(__dirname + '/assets'))\n\nconst origin = [env.NX_CLIENT_URL, ...env.NX_CORS_ORIGINS]\nlogger.info(`CORS origins: ${origin}`)\napp.use(cors({ origin, credentials: true }))\napp.options('*', cors() as RequestHandler)\n\napp.set('view engine', 'ejs').set('views', __dirname + '/app/admin/views')\napp.use('/admin', adminRouter)\n\napp.use(\n morgan(env.NX_MORGAN_LOG_LEVEL, {\n stream: {\n write: function (message: string) {\n logger.http(message.trim()) // Trim because Morgan and Logger both add \\n, so avoid duplicates here\n },\n },\n })\n)\n\n// Stripe webhooks require a raw request body\napp.use('/v1/stripe', express.raw({ type: 'application/json' }))\n\napp.use(express.urlencoded({ extended: true }))\napp.use(express.json())\n\n// =========================================\n// API ⬇️\n// =========================================\n\napp.use(\n '/trpc',\n validateAuthJwt,\n trpcExpress.createExpressMiddleware({\n router: appRouter,\n createContext: createTRPCContext,\n })\n)\n\n/**\n * This intercepts the express.json() middleware and modifies both the outgoing and incoming requests\n *\n * It is necessary because our models use Date, BigInt, and other non serializable JSON types\n *\n * Outgoing requests are serialized, and will be in the format { data: { json, meta }, ...rest }\n * Incoming requests are deserialized (client sends a serialized object { json, meta }), and attached to req.body\n */\napp.use(superjson)\n\n// Public routes\n// Keep this route public for Render health checks - https://render.com/docs/deploys#health-checks\napp.get('/v1', (_req, res) => {\n res.status(200).json({ msg: 'API Running' })\n})\n\napp.get('/debug-sentry', function mainHandler(_req, _res) {\n throw new Error('Server sentry is working correctly')\n})\n\napp.use('/tools', devOnly, toolsRouter)\n\napp.use('/v1', webhooksRouter)\n\napp.use('/v1', publicRouter)\n\n// All routes AFTER this line are protected via OAuth\napp.use('/v1', validateAuthJwt)\n\n// Private routes\napp.use('/v1/users', usersRouter)\napp.use('/v1/e2e', e2eRouter)\napp.use('/v1/teller', tellerRouter)\napp.use('/v1/accounts', accountsRouter)\napp.use('/v1/account-rollup', accountRollupRouter)\napp.use('/v1/connections', connectionsRouter)\napp.use('/v1/valuations', valuationsRouter)\napp.use('/v1/institutions', institutionsRouter)\napp.use('/v1/transactions', transactionsRouter)\napp.use('/v1/holdings', holdingsRouter)\napp.use('/v1/securities', securitiesRouter)\napp.use('/v1/plans', plansRouter)\n\n// Sentry must be the *first* handler\napp.use(identifySentryUser)\napp.use(Sentry.Handlers.errorHandler())\n\n// Errors will pass through in order listed, these MUST be at the bottom of this server file\napp.use(authErrorHandler) // Handles auth/authz specific errors\napp.use(defaultErrorHandler) // Fallback handler\n\nexport default app\n" }, { "path": "apps/server/src/app/lib/ability.ts", "content": "import type { Subjects } from '@casl/prisma'\nimport { PrismaAbility, accessibleBy } from '@casl/prisma'\nimport type { AbilityClass } from '@casl/ability'\nimport { AbilityBuilder, ForbiddenError } from '@casl/ability'\nimport type {\n User,\n Account,\n AccountBalance,\n AccountConnection,\n Transaction,\n Valuation,\n Holding,\n InvestmentTransaction,\n Security,\n SecurityPricing,\n Institution,\n ProviderInstitution,\n Plan,\n} from '@prisma/client'\nimport { AuthUserRole } from '@prisma/client'\n\ntype CRUDActions = 'create' | 'read' | 'update' | 'delete'\ntype AppActions = CRUDActions | 'manage'\n\ntype PrismaSubjects = Subjects<{\n User: User\n Account: Account\n AccountBalance: AccountBalance\n AccountConnection: AccountConnection\n Transaction: Transaction\n Valuation: Valuation\n Security: Security\n SecurityPricing: SecurityPricing\n Holding: Holding\n InvestmentTransaction: InvestmentTransaction\n Institution: Institution\n ProviderInstitution: ProviderInstitution\n Plan: Omit\n}>\ntype AppSubjects = PrismaSubjects | 'all'\n\ntype AppAbility = PrismaAbility<[AppActions, AppSubjects]>\n\nexport default function defineAbilityFor(user: (Pick & { role: AuthUserRole }) | null) {\n const { can, build } = new AbilityBuilder(PrismaAbility as AbilityClass)\n\n if (user) {\n if (user.role === AuthUserRole.admin) {\n can('manage', 'Account')\n can('manage', 'AccountConnection')\n can('manage', 'Valuation')\n can('manage', 'User')\n can('manage', 'Institution')\n can('manage', 'Plan')\n can('manage', 'Holding')\n can('manage', 'Security')\n }\n\n // Account\n can('create', 'Account')\n can('read', 'Account', { userId: user.id })\n can('read', 'Account', { accountConnection: { is: { userId: user.id } } })\n can('update', 'Account', { userId: user.id })\n can('update', 'Account', { accountConnection: { is: { userId: user.id } } })\n can('delete', 'Account', { userId: user.id })\n can('delete', 'Account', { accountConnection: { is: { userId: user.id } } })\n\n // Valuation\n can('create', 'Valuation')\n can('read', 'Valuation', { account: { is: { userId: user.id } } })\n can('update', 'Valuation', { account: { is: { userId: user.id } } })\n can('delete', 'Valuation', { account: { is: { userId: user.id } } })\n\n // AccountConnection\n can('create', 'AccountConnection')\n can('read', 'AccountConnection', { userId: user.id })\n can('update', 'AccountConnection', { userId: user.id })\n can('delete', 'AccountConnection', { userId: user.id })\n\n // User\n can('read', 'User', { id: user.id })\n can('update', 'User', { id: user.id })\n can('delete', 'User', { id: user.id })\n\n // Institution\n can('read', 'Institution')\n\n // Security\n can('read', 'Security')\n\n // Transaction\n can('read', 'Transaction', { account: { is: { userId: user.id } } })\n can('read', 'Transaction', {\n account: { is: { accountConnection: { is: { userId: user.id } } } },\n })\n can('update', 'Transaction', { account: { is: { userId: user.id } } })\n can('update', 'Transaction', {\n account: { is: { accountConnection: { is: { userId: user.id } } } },\n })\n\n // Holding\n can('read', 'Holding', { account: { is: { userId: user.id } } })\n can('read', 'Holding', {\n account: { is: { accountConnection: { is: { userId: user.id } } } },\n })\n can('update', 'Holding', { account: { is: { userId: user.id } } })\n can('update', 'Holding', {\n account: { is: { accountConnection: { is: { userId: user.id } } } },\n })\n\n // Plan\n can('create', 'Plan')\n can('read', 'Plan', { userId: user.id })\n can('update', 'Plan', { userId: user.id })\n can('delete', 'Plan', { userId: user.id })\n }\n\n const ability = build()\n\n return {\n can: ability.can,\n throwUnlessCan: (...args: Parameters) => {\n ForbiddenError.from(ability).throwUnlessCan(...args)\n },\n where: accessibleBy(ability),\n }\n}\n" }, { "path": "apps/server/src/app/lib/email.ts", "content": "import { ServerClient as PostmarkServerClient } from 'postmark'\nimport nodemailer from 'nodemailer'\nimport type SMTPTransport from 'nodemailer/lib/smtp-transport'\nimport env from '../../env'\n\nexport function initializeEmailClient() {\n switch (env.NX_EMAIL_PROVIDER) {\n case 'postmark':\n if (env.NX_EMAIL_PROVIDER_API_TOKEN) {\n return new PostmarkServerClient(env.NX_EMAIL_PROVIDER_API_TOKEN)\n } else {\n return undefined\n }\n\n case 'smtp':\n if (\n !process.env.NX_EMAIL_SMTP_HOST ||\n !process.env.NX_EMAIL_SMTP_PORT ||\n !process.env.NX_EMAIL_SMTP_USERNAME ||\n !process.env.NX_EMAIL_SMTP_PASSWORD\n ) {\n return undefined\n } else {\n const transportOptions: SMTPTransport.Options = {\n host: process.env.NX_EMAIL_SMTP_HOST,\n port: Number(process.env.NX_EMAIL_SMTP_PORT),\n secure: process.env.NX_EMAIL_SMTP_SECURE === 'true',\n auth: {\n user: process.env.NX_EMAIL_SMTP_USERNAME,\n pass: process.env.NX_EMAIL_SMTP_PASSWORD,\n },\n }\n return nodemailer.createTransport(transportOptions)\n }\n default:\n return undefined\n }\n}\n" }, { "path": "apps/server/src/app/lib/endpoint.ts", "content": "import type { IMarketDataService } from '@maybe-finance/server/shared'\nimport type {\n IAccountQueryService,\n IInstitutionService,\n IInsightService,\n ISecurityPricingService,\n IPlanService,\n} from '@maybe-finance/server/features'\nimport {\n CryptoService,\n EndpointFactory,\n QueueService,\n PgService,\n PolygonMarketDataService,\n CacheService,\n ServerUtil,\n RedisCacheBackend,\n BullQueueFactory,\n InMemoryQueueFactory,\n} from '@maybe-finance/server/shared'\nimport type { Request } from 'express'\nimport Redis from 'ioredis'\nimport {\n AccountService,\n AccountConnectionService,\n AuthUserService,\n UserService,\n EmailService,\n AccountQueryService,\n ValuationService,\n InstitutionService,\n AccountConnectionProviderFactory,\n BalanceSyncStrategyFactory,\n ValuationBalanceSyncStrategy,\n TransactionBalanceSyncStrategy,\n InvestmentTransactionBalanceSyncStrategy,\n InstitutionProviderFactory,\n TellerService,\n TellerETL,\n TellerWebhookHandler,\n InsightService,\n SecurityPricingService,\n TransactionService,\n HoldingService,\n LoanBalanceSyncStrategy,\n PlanService,\n ProjectionCalculator,\n StripeWebhookHandler,\n} from '@maybe-finance/server/features'\nimport prisma from './prisma'\nimport teller, { getTellerWebhookUrl } from './teller'\nimport stripe from './stripe'\nimport defineAbilityFor from './ability'\nimport env from '../../env'\nimport logger from '../lib/logger'\nimport { initializeEmailClient } from './email'\n\n// shared services\n\nconst redis = new Redis(env.NX_REDIS_URL, {\n retryStrategy: ServerUtil.redisRetryStrategy({ maxAttempts: 5 }),\n})\n\nexport const queueService = new QueueService(\n logger.child({ service: 'QueueService' }),\n process.env.NODE_ENV === 'test'\n ? new InMemoryQueueFactory()\n : new BullQueueFactory(logger.child({ service: 'BullQueueFactory' }), env.NX_REDIS_URL)\n)\n\nexport const emailService: EmailService = new EmailService(\n logger.child({ service: 'EmailService' }),\n initializeEmailClient(),\n {\n from: env.NX_EMAIL_FROM_ADDRESS,\n replyTo: env.NX_EMAIL_REPLY_TO_ADDRESS,\n }\n)\n\nconst cryptoService = new CryptoService(env.NX_DATABASE_SECRET)\n\nconst pgService = new PgService(logger.child({ service: 'PgService' }), env.NX_DATABASE_URL)\n\nconst cacheService = new CacheService(\n logger.child({ service: 'CacheService' }),\n new RedisCacheBackend(redis)\n)\n\nconst marketDataService: IMarketDataService = new PolygonMarketDataService(\n logger.child({ service: 'PolygonMarketDataService' }),\n env.NX_POLYGON_API_KEY,\n cacheService\n)\n\nconst securityPricingService: ISecurityPricingService = new SecurityPricingService(\n logger.child({ service: 'SecurityPricingService' }),\n prisma,\n marketDataService\n)\n\nconst insightService: IInsightService = new InsightService(\n logger.child({ service: 'InsightService' }),\n prisma\n)\n\nconst planService: IPlanService = new PlanService(\n prisma,\n new ProjectionCalculator(),\n insightService\n)\n\n// providers\n\nconst tellerService = new TellerService(\n logger.child({ service: 'TellerService' }),\n prisma,\n teller,\n new TellerETL(logger.child({ service: 'TellerETL' }), prisma, teller, cryptoService),\n cryptoService,\n getTellerWebhookUrl(),\n env.NX_TELLER_ENV === 'sandbox'\n)\n\n// account-connection\n\nconst accountConnectionProviderFactory = new AccountConnectionProviderFactory({\n teller: tellerService,\n})\n\nconst transactionStrategy = new TransactionBalanceSyncStrategy(\n logger.child({ service: 'TransactionBalanceSyncStrategy' }),\n prisma\n)\n\nconst investmentTransactionStrategy = new InvestmentTransactionBalanceSyncStrategy(\n logger.child({ service: 'InvestmentTransactionBalanceSyncStrategy' }),\n prisma\n)\n\nconst valuationStrategy = new ValuationBalanceSyncStrategy(\n logger.child({ service: 'ValuationBalanceSyncStrategy' }),\n prisma\n)\n\nconst loanStrategy = new LoanBalanceSyncStrategy(\n logger.child({ service: 'LoanBalanceSyncStrategy' }),\n prisma\n)\n\nconst balanceSyncStrategyFactory = new BalanceSyncStrategyFactory({\n INVESTMENT: investmentTransactionStrategy,\n DEPOSITORY: transactionStrategy,\n CREDIT: transactionStrategy,\n LOAN: loanStrategy,\n PROPERTY: valuationStrategy,\n VEHICLE: valuationStrategy,\n OTHER_ASSET: valuationStrategy,\n OTHER_LIABILITY: valuationStrategy,\n})\n\nconst accountConnectionService = new AccountConnectionService(\n logger.child({ service: 'AccountConnectionService' }),\n prisma,\n accountConnectionProviderFactory,\n balanceSyncStrategyFactory,\n securityPricingService,\n queueService.getQueue('sync-account-connection')\n)\n\n// account\n\nconst accountQueryService: IAccountQueryService = new AccountQueryService(\n logger.child({ service: 'AccountQueryService' }),\n pgService\n)\n\nconst accountService = new AccountService(\n logger.child({ service: 'AccountService' }),\n prisma,\n accountQueryService,\n queueService.getQueue('sync-account'),\n queueService.getQueue('sync-account-connection'),\n balanceSyncStrategyFactory\n)\n\n// auth-user\n\nconst authUserService = new AuthUserService(logger.child({ service: 'AuthUserService' }), prisma)\n\n// user\n\nconst userService = new UserService(\n logger.child({ service: 'UserService' }),\n prisma,\n accountQueryService,\n balanceSyncStrategyFactory,\n queueService.getQueue('sync-user'),\n queueService.getQueue('purge-user'),\n stripe\n)\n\n// institution\n\nconst institutionProviderFactory = new InstitutionProviderFactory({\n TELLER: tellerService,\n})\n\nconst institutionService: IInstitutionService = new InstitutionService(\n logger.child({ service: 'InstitutionService' }),\n prisma,\n pgService,\n institutionProviderFactory\n)\n\n// valuation\n\nconst valuationService = new ValuationService(\n logger.child({ service: 'ValuationService' }),\n prisma,\n accountQueryService\n)\n\n// transaction\n\nconst transactionService = new TransactionService(\n logger.child({ service: 'TransactionService' }),\n prisma\n)\n\n// holding\n\nconst holdingService = new HoldingService(logger.child({ service: 'HoldingService' }), prisma)\n\n// webhooks\n\nconst stripeWebhooks = new StripeWebhookHandler(\n logger.child({ service: 'StripeWebhookHandler' }),\n prisma,\n stripe\n)\n\nconst tellerWebhooks = new TellerWebhookHandler(\n logger.child({ service: 'TellerWebhookHandler' }),\n prisma,\n teller,\n accountConnectionService\n)\n\n// helper function for parsing JWT and loading User record\n// TODO: update this with roles, identity, and metadata\nasync function getCurrentUser(jwt: NonNullable) {\n if (!jwt.sub) throw new Error(`jwt missing sub`)\n if (!jwt['https://maybe.co/email']) throw new Error(`jwt missing email`)\n\n const user =\n (await prisma.user.findUnique({\n where: { authId: jwt.sub },\n })) ??\n (await prisma.user.upsert({\n where: { authId: jwt.sub },\n create: {\n authId: jwt.sub,\n email: jwt['https://maybe.co/email'],\n picture: jwt['picture'],\n firstName: jwt['firstName'],\n lastName: jwt['lastName'],\n },\n update: {},\n }))\n\n return {\n ...user,\n role: jwt.role,\n // TODO: Replace Auth0 concepts with next-auth\n primaryIdentity: {},\n userMetadata: {},\n appMetadata: {},\n }\n}\n\nexport async function createContext(req: Request) {\n const user = req.user ? await getCurrentUser(req.user) : null\n\n return {\n prisma,\n stripe,\n logger,\n user,\n ability: defineAbilityFor(user),\n accountService,\n transactionService,\n holdingService,\n accountConnectionService,\n authUserService,\n userService,\n valuationService,\n institutionService,\n cryptoService,\n queueService,\n stripeWebhooks,\n tellerService,\n tellerWebhooks,\n insightService,\n marketDataService,\n planService,\n emailService,\n }\n}\n\nexport default new EndpointFactory({\n createContext,\n onSuccess: (req, res, data) => res.status(200).superjson(data),\n})\n" }, { "path": "apps/server/src/app/lib/logger.ts", "content": "import { createLogger } from '@maybe-finance/server/shared'\n\nconst logger = createLogger({\n level: process.env.LOG_LEVEL ?? 'info',\n})\n\nexport default logger\n" }, { "path": "apps/server/src/app/lib/prisma.ts", "content": "import { PrismaClient } from '@prisma/client'\nimport { DbUtil } from '@maybe-finance/server/shared'\nimport globalLogger from './logger'\n\nconst logger = globalLogger.child({ service: 'PrismaClient' })\n\n// https://stackoverflow.com/a/68328402\ndeclare global {\n var prisma: PrismaClient // eslint-disable-line\n}\n\nfunction createPrismaClient() {\n const prisma = new PrismaClient({\n log: [\n { emit: 'event', level: 'query' },\n { emit: 'event', level: 'info' },\n { emit: 'event', level: 'warn' },\n { emit: 'event', level: 'error' },\n ],\n })\n\n prisma.$on('query', ({ query, params, duration, ...data }) => {\n logger.silly(`Query: ${query}, Params: ${params}, Duration: ${duration}`, { ...data })\n })\n\n prisma.$on('info', ({ message, ...data }) => {\n logger.info(message, { ...data })\n })\n\n prisma.$on('warn', ({ message, ...data }) => {\n logger.warn(message, { ...data })\n })\n\n prisma.$on('error', ({ message, ...data }) => {\n logger.error(message, { ...data })\n })\n\n prisma.$use(DbUtil.slowQueryMiddleware(logger))\n\n return prisma\n}\n\n// Prevent multiple instances of Prisma Client in development\n// https://www.prisma.io/docs/guides/performance-and-optimization/connection-management#prevent-hot-reloading-from-creating-new-instances-of-prismaclient\n// https://www.prisma.io/docs/concepts/components/prisma-client/working-with-prismaclient/instantiate-prisma-client#the-number-of-prismaclient-instances-matters\nconst prisma = global.prisma || createPrismaClient()\n\nif (process.env.NODE_ENV === 'development') global.prisma = prisma\n\nexport default prisma\n" }, { "path": "apps/server/src/app/lib/stripe.ts", "content": "import Stripe from 'stripe'\nimport env from '../../env'\n\nconst stripe = new Stripe(env.NX_STRIPE_SECRET_KEY, { apiVersion: '2022-08-01' })\n\nexport default stripe\n" }, { "path": "apps/server/src/app/lib/teller.ts", "content": "import { TellerApi } from '@maybe-finance/teller-api'\nimport { getWebhookUrl } from './webhook'\n\nconst teller = new TellerApi()\n\nexport default teller\n\nexport async function getTellerWebhookUrl() {\n const webhookUrl = await getWebhookUrl()\n return `${webhookUrl}/v1/teller/webhook`\n}\n" }, { "path": "apps/server/src/app/lib/types.ts", "content": "import type { Response, Request, NextFunction } from 'express'\n\ninterface TypedRequest extends Omit {\n body: T\n}\n\ninterface TypedResponse extends Response {\n superjson(data: T): TypedResponse\n}\n\nexport type DefaultHandler = (\n req: TypedRequest,\n res: TypedResponse,\n next: NextFunction\n) => void\n\n// GET requests have optional request type, mandatory response type\nexport type GetHandler = (\n req: TypedRequest, // eslint-disable-line\n res: TypedResponse,\n next: NextFunction\n) => void\n\n// Aliases for semantics and convenience\nexport type PostHandler = DefaultHandler\nexport type PutHandler = DefaultHandler\nexport type DeleteHandler = DefaultHandler\n" }, { "path": "apps/server/src/app/lib/webhook.ts", "content": "import axios from 'axios'\nimport isCI from 'is-ci'\nimport env from '../../env'\nimport logger from './logger'\n\nexport async function getWebhookUrl(): Promise {\n if (process.env.NODE_ENV === 'development' && !isCI && !env.NX_WEBHOOK_URL) {\n const ngrokUrl = await axios.get(`${env.NX_NGROK_URL}/api/tunnels`).then((res) => {\n const httpsTunnel = res.data.tunnels.find((t) => t.proto === 'https')\n return httpsTunnel.public_url\n })\n\n logger.info(`Generated dynamic ngrok webhook URL: ${ngrokUrl}`)\n\n return ngrokUrl\n }\n\n logger.info(`Using ${env.NX_WEBHOOK_URL ? env.NX_WEBHOOK_URL : env.NX_API_URL} for webhook URL`)\n\n return env.NX_WEBHOOK_URL || env.NX_API_URL\n}\n" }, { "path": "apps/server/src/app/middleware/auth-error-handler.ts", "content": "import type { ErrorRequestHandler } from 'express'\nimport { ForbiddenError } from '@casl/ability'\n\nexport const authErrorHandler: ErrorRequestHandler = (err, req, res, next) => {\n if (err instanceof ForbiddenError) {\n return res.status(403).json({\n errors: [\n {\n status: '403',\n title: 'Unauthorized',\n detail: err.message,\n },\n ],\n })\n }\n\n next(err)\n}\n" }, { "path": "apps/server/src/app/middleware/dev-only.ts", "content": "import createError from 'http-errors'\n\nexport const devOnly = (_req, _res, next) => {\n if (process.env.NODE_ENV !== 'development') {\n return next(createError(401, 'Route only available in dev mode'))\n }\n\n next()\n}\n" }, { "path": "apps/server/src/app/middleware/error-handler.ts", "content": "import type { ErrorRequestHandler } from 'express'\nimport type { SharedType } from '@maybe-finance/shared'\nimport logger from '../lib/logger'\nimport { ErrorUtil } from '@maybe-finance/server/shared'\n\nexport const defaultErrorHandler: ErrorRequestHandler = async (err, req, res, _next) => {\n const parsedError = ErrorUtil.parseError(err)\n\n // A custom redirect if user tries to access admin dashboard without Admin role (see /apps/server/src/app/admin/admin-router.ts)\n if (parsedError.message === 'ADMIN_UNAUTHORIZED') {\n return res.redirect('/?error=invalid-credentials')\n }\n\n const errors: SharedType.ErrorResponse = {\n errors: [\n {\n status: parsedError.statusCode || '500',\n title: parsedError.message,\n },\n ],\n }\n\n logger.error(`[default-express-handler] ${parsedError.message}`, {\n metadata: parsedError.metadata,\n stackTrace: parsedError.stackTrace,\n user: req.user?.sub,\n request: {\n method: req.method,\n url: req.url,\n },\n })\n\n logger.debug(parsedError.stackTrace)\n\n res.status(+(parsedError.statusCode || 500)).json(errors)\n}\n" }, { "path": "apps/server/src/app/middleware/identify-user.ts", "content": "import type { ErrorRequestHandler } from 'express'\nimport * as Sentry from '@sentry/node'\n\nexport const identifySentryUser: ErrorRequestHandler = (err, req, _res, next) => {\n Sentry.setUser({\n authId: req.user?.sub,\n })\n\n next(err)\n}\n" }, { "path": "apps/server/src/app/middleware/index.ts", "content": "export * from './dev-only'\nexport * from './error-handler'\nexport * from './auth-error-handler'\nexport * from './superjson'\nexport * from './validate-auth-jwt'\nexport * from './validate-teller-signature'\nexport { default as maintenance } from './maintenance'\nexport * from './identify-user'\n" }, { "path": "apps/server/src/app/middleware/maintenance.ts", "content": "import type { Express } from 'express'\n\ntype MaintenanceOptions = {\n statusCode?: number\n path?: string\n featureKey?: string\n}\n\nexport default function maintenance(\n app: Express,\n { statusCode = 503, path = '/maintenance' }: MaintenanceOptions = {}\n) {\n const enabled = false\n\n app.get(path, async (req, res) => {\n res.status(200).json({ enabled })\n })\n\n app.use(async (req, res, next) => {\n if (enabled) {\n return res.status(statusCode).json({ message: 'Maintenance in progress' })\n }\n\n next()\n })\n}\n" }, { "path": "apps/server/src/app/middleware/superjson.ts", "content": "import type { RequestHandler } from 'express'\nimport type { SharedType } from '@maybe-finance/shared'\nimport { superjson as sj } from '@maybe-finance/shared'\n\nexport const superjson: RequestHandler = (req, res, next) => {\n // Client *should* make requests with valid superjson format, { json: any, meta?: any }\n if ('json' in req.body) {\n req.body = sj.deserialize(req.body)\n }\n\n const _json = res.json.bind(res)\n res.superjson = (data) => {\n const serialized = sj.serialize(data)\n const responsePayload: SharedType.SuccessResponse = { data: serialized }\n return _json(responsePayload)\n }\n\n next()\n}\n" }, { "path": "apps/server/src/app/middleware/validate-auth-jwt.ts", "content": "import cookieParser from 'cookie-parser'\nimport { decode } from 'next-auth/jwt'\nimport type { Request } from 'express'\n\nconst SECRET = process.env.NEXTAUTH_SECRET ?? 'REPLACE_THIS'\n\nconst getNextAuthCookie = (req: Request) => {\n if (req.cookies) {\n if ('__Secure-next-auth.session-token' in req.cookies) {\n return req.cookies['__Secure-next-auth.session-token']\n } else if ('next-auth.session-token' in req.cookies) {\n return req.cookies['next-auth.session-token']\n }\n }\n return undefined\n}\n\nexport const validateAuthJwt = async (req, res, next) => {\n cookieParser(SECRET)(req, res, async (err) => {\n if (err) {\n return res.status(500).json({ message: 'Internal Server Error' })\n }\n\n if (req.cookies && getNextAuthCookie(req)) {\n try {\n const token = await decode({\n token: getNextAuthCookie(req),\n secret: SECRET,\n })\n\n if (token) {\n req.user = token\n return next()\n } else {\n return res.status(401).json({ message: 'Unauthorized' })\n }\n } catch (error) {\n console.error('Error in token validation', error)\n return res.status(500).json({ message: 'Internal Server Error' })\n }\n } else if (req.headers.authorization) {\n const token = req.headers.authorization.split(' ')[1]\n const decoded = await decode({\n token,\n secret: SECRET,\n })\n if (decoded) {\n req.user = decoded\n return next()\n } else {\n return res.status(401).json({ message: 'Unauthorized' })\n }\n } else {\n return res.status(401).json({ message: 'Unauthorized' })\n }\n })\n}\n" }, { "path": "apps/server/src/app/middleware/validate-teller-signature.ts", "content": "import crypto from 'crypto'\nimport type { RequestHandler } from 'express'\nimport type { TellerTypes } from '@maybe-finance/teller-api'\nimport env from '../../env'\n\n// https://teller.io/docs/api/webhooks#verifying-messages\nexport const validateTellerSignature: RequestHandler = (req, res, next) => {\n const signatureHeader = req.headers['teller-signature'] as string | undefined\n\n if (!signatureHeader) {\n return res.status(401).send('No Teller-Signature header found')\n }\n\n const { timestamp, signatures } = parseTellerSignatureHeader(signatureHeader)\n const threeMinutesAgo = Math.floor(Date.now() / 1000) - 3 * 60\n\n if (parseInt(timestamp) < threeMinutesAgo) {\n return res.status(408).send('Signature timestamp is too old')\n }\n\n const signedMessage = `${timestamp}.${JSON.stringify(req.body as TellerTypes.WebhookData)}`\n const expectedSignature = createHmacSha256(signedMessage, env.NX_TELLER_SIGNING_SECRET)\n\n if (!signatures.includes(expectedSignature)) {\n return res.status(401).send('Invalid webhook signature')\n }\n\n next()\n}\n\nconst parseTellerSignatureHeader = (\n header: string\n): { timestamp: string; signatures: string[] } => {\n const parts = header.split(',')\n const timestampPart = parts.find((p) => p.startsWith('t='))\n const signatureParts = parts.filter((p) => p.startsWith('v1='))\n\n if (!timestampPart) {\n throw new Error('No timestamp in Teller-Signature header')\n }\n\n const timestamp = timestampPart.split('=')[1]\n const signatures = signatureParts.map((p) => p.split('=')[1])\n\n return { timestamp, signatures }\n}\n\nconst createHmacSha256 = (message: string, secret: string): string => {\n return crypto.createHmac('sha256', secret).update(message).digest('hex')\n}\n" }, { "path": "apps/server/src/app/routes/account-rollup.router.ts", "content": "import { Router } from 'express'\nimport { z } from 'zod'\nimport { DateUtil } from '@maybe-finance/shared'\nimport endpoint from '../lib/endpoint'\n\nconst router = Router()\n\nrouter.get(\n '/',\n endpoint.create({\n input: z\n .object({\n start: z.string().transform(DateUtil.dateTransform),\n end: z.string().transform(DateUtil.dateTransform),\n })\n .partial(),\n resolve: ({ ctx, input: { start, end } }) => {\n return ctx.accountService.getAccountRollup(ctx.user!.id, start, end)\n },\n })\n)\n\nexport default router\n" }, { "path": "apps/server/src/app/routes/accounts.router.ts", "content": "import type { Account } from '@prisma/client'\nimport { AssetClass } from '@prisma/client'\nimport type { SharedType } from '@maybe-finance/shared'\nimport { Router } from 'express'\nimport { subject } from '@casl/ability'\nimport { z } from 'zod'\nimport { DateUtil } from '@maybe-finance/shared'\nimport {\n AccountCreateSchema,\n AccountUpdateSchema,\n InvestmentTransactionCategorySchema,\n} from '@maybe-finance/server/features'\nimport endpoint from '../lib/endpoint'\nimport keyBy from 'lodash/keyBy'\nimport merge from 'lodash/merge'\n\nconst router = Router()\n\nrouter.get(\n '/',\n endpoint.create({\n resolve: async ({ ctx }) => {\n return ctx.accountService.getAll(ctx.user!.id)\n },\n })\n)\n\nrouter.post(\n '/',\n endpoint.create({\n input: AccountCreateSchema,\n resolve: async ({ input, ctx }) => {\n ctx.ability.throwUnlessCan('create', 'Account')\n\n let account: Account\n\n switch (input.type) {\n case 'LOAN': {\n const { currentBalance, ...rest } = input\n\n account = await ctx.accountService.create({\n ...rest,\n userId: ctx.user!.id,\n currentBalanceProvider: currentBalance,\n currentBalanceStrategy: 'current',\n })\n\n break\n }\n case 'INVESTMENT': {\n const { name, ...rest } = input\n\n account = await ctx.accountService.create({\n ...rest,\n userId: ctx.user!.id,\n currentBalanceProvider: 0,\n currentBalanceStrategy: 'current',\n provider: 'user',\n name: name,\n })\n\n break\n }\n default: {\n const {\n valuations: { originalBalance, currentBalance, currentDate },\n startDate,\n ...rest\n } = input\n\n const initialValuations = [\n {\n source: 'manual',\n date: startDate!,\n amount: originalBalance,\n },\n ]\n\n if (\n startDate &&\n currentBalance &&\n !DateUtil.isSameDate(DateUtil.datetimeTransform(startDate), currentDate)\n ) {\n initialValuations.push({\n source: 'manual',\n date: currentDate.toJSDate(),\n amount: currentBalance,\n })\n }\n\n account = await ctx.accountService.create(\n {\n ...rest,\n userId: ctx.user!.id,\n currentBalanceProvider: currentBalance,\n currentBalanceStrategy: 'current',\n },\n {\n create: initialValuations,\n }\n )\n\n break\n }\n }\n\n await ctx.accountService.syncBalances(account.id)\n\n return account\n },\n })\n)\n\nrouter.get(\n '/:id',\n endpoint.create({\n resolve: async ({ ctx, req }) => {\n const account = await ctx.accountService.getAccountDetails(+req.params.id)\n ctx.ability.throwUnlessCan('read', subject('Account', account))\n return account\n },\n })\n)\n\nrouter.put(\n '/:id',\n endpoint.create({\n input: AccountUpdateSchema,\n resolve: async ({ input, ctx, req }) => {\n const account = await ctx.accountService.get(+req.params.id)\n ctx.ability.throwUnlessCan('update', subject('Account', account))\n const updatedAccount = await ctx.accountService.update(account.id, {\n ...input.data,\n ...('currentBalance' in input.data\n ? {\n currentBalance: undefined,\n currentBalanceProvider: input.data.currentBalance,\n currentBalanceStrategy: 'current',\n }\n : {}),\n })\n await ctx.accountService.syncBalances(updatedAccount.id)\n return updatedAccount\n },\n })\n)\n\nrouter.delete(\n '/:id',\n endpoint.create({\n resolve: async ({ ctx, req }) => {\n const account = await ctx.accountService.get(+req.params.id)\n ctx.ability.throwUnlessCan('delete', subject('Account', account))\n return ctx.accountService.delete(account.id)\n },\n })\n)\n\nrouter.get(\n '/:id/balances',\n endpoint.create({\n input: z\n .object({\n start: z.string().transform(DateUtil.dateTransform),\n end: z.string().transform(DateUtil.dateTransform),\n })\n .partial(),\n resolve: async ({ ctx, input, req }) => {\n const account = await ctx.accountService.get(+req.params.id)\n ctx.ability.throwUnlessCan('read', subject('Account', account))\n return ctx.accountService.getBalances(account.id, input.start, input.end)\n },\n })\n)\n\nrouter.get(\n '/:id/returns',\n endpoint.create({\n input: z.object({\n start: z.string().transform((v) => DateUtil.datetimeTransform(v)),\n end: z.string().transform((v) => DateUtil.datetimeTransform(v)),\n compare: z\n .string()\n .optional()\n .transform((v) => v?.split(',')), // in format of /accounts/:id/returns?compare=VOO,AAPL,TSLA\n }),\n resolve: async ({ ctx, input, req }): Promise => {\n const account = await ctx.accountService.get(+req.params.id)\n ctx.ability.throwUnlessCan('read', subject('Account', account))\n\n const returnSeries: SharedType.AccountReturnTimeSeriesData[] =\n await ctx.accountService.getReturns(\n account.id,\n input.start.toISODate(),\n input.end.toISODate()\n )\n\n const baseSeries = {\n interval: 'days' as SharedType.TimeSeriesInterval,\n start: input.start.toISODate(),\n end: input.end.toISODate(),\n }\n\n if (!input.compare || input.compare.length < 1)\n return {\n ...baseSeries,\n data: returnSeries,\n }\n\n const comparisonData = await Promise.allSettled(\n input.compare.map(async (ticker) => {\n return {\n ticker,\n pricing: await ctx.marketDataService.getDailyPricing(\n { assetClass: AssetClass.other, currencyCode: 'USD', symbol: ticker },\n input.start,\n input.end\n ),\n }\n })\n )\n\n const comparisonPrices = comparisonData\n .filter(\n (\n data\n ): data is PromiseFulfilledResult<{\n ticker: string\n pricing: SharedType.DailyPricing[]\n }> => {\n if (data.status === 'rejected') {\n ctx.logger.warn('Unable to generate comparison data', {\n reason: data.reason,\n })\n }\n\n return data.status === 'fulfilled'\n }\n )\n .map((data) => {\n return data.value.pricing.map((price) => ({\n date: price.date.toISODate(),\n [data.value.ticker]: price.priceClose\n .dividedBy(data.value.pricing[0].priceClose)\n .minus(1),\n }))\n })\n\n // Performs a \"left join\" of prices by ticker\n const merged: Record<\n string,\n SharedType.AccountReturnResponse['data'][number]['comparisons']\n > = merge(\n keyBy(\n returnSeries.map((v) => ({ date: v.date })), // ensures we have a key for every single day\n 'date'\n ),\n ...comparisonPrices.map((prices) => keyBy(prices, 'date'))\n )\n\n return {\n ...baseSeries,\n data: returnSeries.map((rs) => {\n return {\n ...rs,\n comparisons: merged[rs.date],\n }\n }),\n }\n },\n })\n)\n\nrouter.get(\n '/:id/transactions',\n endpoint.create({\n input: z\n .object({\n start: z.string().transform(DateUtil.datetimeTransform),\n end: z.string().transform(DateUtil.datetimeTransform),\n page: z.string().transform((val) => parseInt(val)),\n })\n .partial(),\n resolve: async ({ ctx, input, req }) => {\n const account = await ctx.accountService.get(+req.params.id)\n ctx.ability.throwUnlessCan('read', subject('Account', account))\n return ctx.accountService.getTransactions(\n account.id,\n input.page,\n input.start,\n input.end\n )\n },\n })\n)\n\nrouter.get(\n '/:id/valuations',\n endpoint.create({\n input: z\n .object({\n start: z.string().transform(DateUtil.datetimeTransform),\n end: z.string().transform(DateUtil.datetimeTransform),\n })\n .partial(),\n resolve: async ({ ctx, input, req }) => {\n const account = await ctx.accountService.get(+req.params.id)\n ctx.ability.throwUnlessCan('read', subject('Account', account))\n return ctx.valuationService.getValuations(account.id, input.start, input.end)\n },\n })\n)\n\nrouter.post(\n '/:id/valuations',\n endpoint.create({\n input: z.object({\n date: z.string().transform(DateUtil.datetimeTransform),\n amount: z.number(),\n }),\n resolve: async ({ ctx, input: { date, amount }, req }) => {\n const account = await ctx.accountService.get(+req.params.id)\n\n ctx.ability.throwUnlessCan('update', subject('Account', account))\n\n if (!date) throw new Error('Invalid valuation date')\n\n const valuation = await ctx.valuationService.createValuation({\n amount,\n date: date.toJSDate(),\n accountId: +req.params.id,\n source: 'manual',\n })\n\n await ctx.accountService.syncBalances(+req.params.id)\n\n return valuation\n },\n })\n)\n\nrouter.get(\n '/:id/holdings',\n endpoint.create({\n input: z\n .object({\n page: z.string().transform((val) => parseInt(val)),\n })\n .partial(),\n resolve: async ({ ctx, input: { page }, req }) => {\n const account = await ctx.accountService.get(+req.params.id)\n ctx.ability.throwUnlessCan('read', subject('Account', account))\n return ctx.accountService.getHoldings(account.id, page)\n },\n })\n)\n\nrouter.get(\n '/:id/investment-transactions',\n endpoint.create({\n input: z\n .object({\n page: z.string().transform((val) => parseInt(val)),\n start: z.string().transform(DateUtil.datetimeTransform).optional(),\n end: z.string().transform(DateUtil.datetimeTransform).optional(),\n category: InvestmentTransactionCategorySchema.optional(),\n })\n .partial(),\n resolve: async ({ ctx, input, req }) => {\n const account = await ctx.accountService.get(+req.params.id)\n ctx.ability.throwUnlessCan('read', subject('Account', account))\n return ctx.accountService.getInvestmentTransactions(\n account.id,\n input.page,\n input.start,\n input.end,\n input.category\n )\n },\n })\n)\n\nrouter.get(\n '/:id/insights',\n endpoint.create({\n resolve: async ({ ctx, req }) => {\n const account = await ctx.accountService.get(+req.params.id)\n ctx.ability.throwUnlessCan('read', subject('Account', account))\n return ctx.insightService.getAccountInsights({ accountId: account.id })\n },\n })\n)\n\nrouter.post(\n '/:id/sync',\n endpoint.create({\n resolve: async ({ ctx, req }) => {\n const account = await ctx.accountService.get(+req.params.id)\n ctx.ability.throwUnlessCan('update', subject('Account', account))\n return ctx.accountService.sync(+req.params.id)\n },\n })\n)\n\n// Syncs account balances without triggering a background worker (syncs balances much faster, ideal for smaller updates such as editing an account valuation)\nrouter.post(\n '/:id/sync/balances',\n endpoint.create({\n resolve: async ({ ctx, req }) => {\n const account = await ctx.accountService.get(+req.params.id)\n ctx.ability.throwUnlessCan('update', subject('Account', account))\n return ctx.accountService.syncBalances(+req.params.id)\n },\n })\n)\n\nexport default router\n" }, { "path": "apps/server/src/app/routes/admin.router.ts", "content": "import { Router } from 'express'\nimport { createBullBoard } from '@bull-board/api'\nimport { BullAdapter } from '@bull-board/api/bullAdapter'\nimport { ExpressAdapter } from '@bull-board/express'\nimport { BullQueue } from '@maybe-finance/server/shared'\nimport { queueService } from '../lib/endpoint'\nimport { validateAuthJwt } from '../middleware'\n\nconst router = Router()\n\nconst serverAdapter = new ExpressAdapter().setBasePath('/admin/bullmq')\n\ncreateBullBoard({\n queues: queueService.allQueues\n .filter((q): q is BullQueue => q instanceof BullQueue)\n .map((q) => new BullAdapter(q.queue)),\n serverAdapter,\n})\n\nrouter.get('/', validateAuthJwt, (req, res) => {\n res.render('pages/dashboard', {\n user: req.user?.name,\n role: 'Admin',\n })\n})\n\n// Visit /admin/bullmq to see BullMQ Dashboard\nrouter.use('/bullmq', validateAuthJwt, serverAdapter.getRouter())\n\nexport default router\n" }, { "path": "apps/server/src/app/routes/connections.router.ts", "content": "import { Router } from 'express'\nimport { subject } from '@casl/ability'\nimport { z } from 'zod'\nimport endpoint from '../lib/endpoint'\nimport { devOnly } from '../middleware'\n\nconst router = Router()\n\nrouter.get(\n '/:id',\n endpoint.create({\n resolve: async ({ ctx, req }) => {\n const connection = await ctx.accountConnectionService.get(+req.params.id)\n ctx.ability.throwUnlessCan('read', subject('AccountConnection', connection))\n return connection\n },\n })\n)\n\nrouter.put(\n '/:id',\n endpoint.create({\n input: z.object({ syncStatus: z.enum(['IDLE', 'PENDING', 'SYNCING']) }),\n resolve: async ({ input, ctx, req }) => {\n const connection = await ctx.accountConnectionService.get(+req.params.id)\n ctx.ability.throwUnlessCan('update', subject('AccountConnection', connection))\n const updatedConnection = await ctx.accountConnectionService.update(\n connection.id,\n input\n )\n return updatedConnection\n },\n })\n)\n\nrouter.post(\n '/:id/disconnect',\n endpoint.create({\n resolve: async ({ ctx, req }) => {\n const connection = await ctx.accountConnectionService.get(+req.params.id)\n ctx.ability.throwUnlessCan('update', subject('AccountConnection', connection))\n return ctx.accountConnectionService.disconnect(connection.id)\n },\n })\n)\n\nrouter.post(\n '/:id/reconnect',\n endpoint.create({\n resolve: async ({ ctx, req }) => {\n const connection = await ctx.accountConnectionService.get(+req.params.id)\n ctx.ability.throwUnlessCan('update', subject('AccountConnection', connection))\n return ctx.accountConnectionService.reconnect(connection.id)\n },\n })\n)\n\nrouter.post(\n '/:id/sync',\n endpoint.create({\n resolve: async ({ ctx, req }) => {\n const connection = await ctx.accountConnectionService.get(+req.params.id)\n ctx.ability.throwUnlessCan('update', subject('AccountConnection', connection))\n return ctx.accountConnectionService.sync(connection.id)\n },\n })\n)\n\nrouter.post(\n '/:id/sync/:sync',\n endpoint.create({\n resolve: async ({ ctx, req }) => {\n const connection = await ctx.accountConnectionService.get(+req.params.id)\n ctx.ability.throwUnlessCan('update', subject('AccountConnection', connection))\n\n switch (req.params.sync) {\n case 'balances': {\n await ctx.accountConnectionService.syncBalances(connection.id)\n break\n }\n case 'securities': {\n await ctx.accountConnectionService.syncSecurities(connection.id)\n break\n }\n default:\n throw new Error(`unknown sync command: ${req.params.sync}`)\n }\n\n return connection\n },\n })\n)\n\nrouter.delete(\n '/:id',\n endpoint.create({\n resolve: async ({ ctx, req }) => {\n const connection = await ctx.accountConnectionService.get(+req.params.id)\n ctx.ability.throwUnlessCan('delete', subject('AccountConnection', connection))\n return ctx.accountConnectionService.delete(connection.id)\n },\n })\n)\n\nrouter.delete(\n '/',\n devOnly,\n endpoint.create({\n resolve: async ({ ctx }) => {\n await ctx.prisma.accountConnection.deleteMany({ where: { userId: ctx.user!.id } })\n return { success: true }\n },\n })\n)\n\nexport default router\n" }, { "path": "apps/server/src/app/routes/e2e.router.ts", "content": "import type { OnboardingState } from '@maybe-finance/server/features'\nimport { AuthUserRole } from '@prisma/client'\nimport { Router } from 'express'\nimport { DateTime } from 'luxon'\nimport { z } from 'zod'\nimport endpoint from '../lib/endpoint'\n\nconst router = Router()\n\nrouter.use((req, res, next) => {\n const role = req.user?.role\n\n if (role === AuthUserRole.admin || role === AuthUserRole.ci) {\n next()\n } else {\n res.status(401).send('Route only available to CIUser and Admin roles')\n }\n})\n\n// Validation endpoint for Cypress\nrouter.get(\n '/',\n endpoint.create({\n resolve: async () => {\n return { success: true }\n },\n })\n)\n\nrouter.post(\n '/reset',\n endpoint.create({\n input: z.object({\n mainOnboardingDisabled: z.boolean().default(true),\n sidebarOnboardingDisabled: z.boolean().default(true),\n trialLapsed: z.boolean().default(false),\n }),\n resolve: async ({ ctx, input }) => {\n const user = ctx.user!\n await ctx.prisma.$transaction([\n ctx.prisma.$executeRaw`DELETE FROM \"user\" WHERE auth_id=${user.authId};`,\n ctx.prisma.user.create({\n data: {\n authId: user.authId,\n email: user.email,\n firstName: user.firstName,\n lastName: user.lastName,\n dob: new Date('1990-01-01'),\n linkAccountDismissedAt: new Date(), // ensures our auto-account link doesn't trigger\n\n // Override onboarding flows to be complete for e2e testing\n onboarding: {\n main: { markedComplete: input.mainOnboardingDisabled, steps: [] },\n sidebar: { markedComplete: input.sidebarOnboardingDisabled, steps: [] },\n } as OnboardingState,\n\n trialEnd: input.trialLapsed\n ? DateTime.now().minus({ days: 1 }).toJSDate()\n : undefined,\n },\n }),\n ])\n\n return { success: true }\n },\n })\n)\n\nrouter.post(\n '/clean',\n endpoint.create({\n resolve: async ({ ctx }) => {\n const user = ctx.user!\n await ctx.prisma.$transaction([\n ctx.prisma.$executeRaw`DELETE FROM \"user\" WHERE auth_id=${user.authId};`,\n ctx.prisma.$executeRaw`DELETE FROM \"auth_user\" WHERE id=${user.authId};`,\n ])\n\n return { success: true }\n },\n })\n)\n\nexport default router\n" }, { "path": "apps/server/src/app/routes/holdings.router.ts", "content": "import { Router } from 'express'\nimport { subject } from '@casl/ability'\nimport { HoldingUpdateInputSchema } from '@maybe-finance/server/features'\nimport endpoint from '../lib/endpoint'\n\nconst router = Router()\n\nrouter.get(\n '/:id',\n endpoint.create({\n resolve: async ({ ctx, req }) => {\n const holding = await ctx.holdingService.get(+req.params.id)\n ctx.ability.throwUnlessCan('read', subject('Holding', holding))\n\n return ctx.holdingService.getHoldingDetails(holding.id)\n },\n })\n)\n\nrouter.get(\n '/:id/insights',\n endpoint.create({\n resolve: async ({ ctx, req }) => {\n const holding = await ctx.holdingService.get(+req.params.id)\n ctx.ability.throwUnlessCan('read', subject('Holding', holding))\n\n return ctx.insightService.getHoldingInsights({ holding })\n },\n })\n)\n\nrouter.put(\n '/:id',\n endpoint.create({\n input: HoldingUpdateInputSchema,\n resolve: async ({ input, ctx, req }) => {\n const holding = await ctx.holdingService.get(+req.params.id)\n ctx.ability.throwUnlessCan('update', subject('Holding', holding))\n\n const updatedHolding = await ctx.holdingService.update(+req.params.id, input)\n\n await ctx.accountService.syncBalances(holding.accountId)\n\n return updatedHolding\n },\n })\n)\n\nexport default router\n" }, { "path": "apps/server/src/app/routes/index.ts", "content": "export { default as accountsRouter } from './accounts.router'\nexport { default as accountRollupRouter } from './account-rollup.router'\nexport { default as connectionsRouter } from './connections.router'\nexport { default as usersRouter } from './users.router'\nexport { default as webhooksRouter } from './webhooks.router'\nexport { default as tellerRouter } from './teller.router'\nexport { default as valuationsRouter } from './valuations.router'\nexport { default as institutionsRouter } from './institutions.router'\nexport { default as transactionsRouter } from './transactions.router'\nexport { default as holdingsRouter } from './holdings.router'\nexport { default as securitiesRouter } from './securities.router'\nexport { default as plansRouter } from './plans.router'\nexport { default as toolsRouter } from './tools.router'\nexport { default as publicRouter } from './public.router'\nexport { default as e2eRouter } from './e2e.router'\nexport { default as adminRouter } from './admin.router'\n" }, { "path": "apps/server/src/app/routes/institutions.router.ts", "content": "import { Router } from 'express'\nimport { z } from 'zod'\nimport endpoint from '../lib/endpoint'\n\nconst router = Router()\n\nrouter.get(\n '/',\n endpoint.create({\n input: z\n .object({\n q: z.string(),\n page: z.string().transform((val) => parseInt(val)),\n })\n .partial(),\n resolve: async ({ ctx, input }) => {\n ctx.ability.throwUnlessCan('read', 'Institution')\n\n return ctx.institutionService.getAll({ query: input.q, page: input.page })\n },\n })\n)\n\nrouter.post(\n '/sync',\n endpoint.create({\n resolve: async ({ ctx }) => {\n ctx.ability.throwUnlessCan('update', 'Institution')\n\n // Sync all Teller institutions\n await ctx.queueService\n .getQueue('sync-institution')\n .addBulk([{ name: 'sync-teller-institutions', data: {} }])\n\n return { success: true }\n },\n })\n)\n\nrouter.post(\n '/deduplicate',\n endpoint.create({\n resolve: async ({ ctx }) => {\n ctx.ability.throwUnlessCan('manage', 'Institution')\n\n await ctx.institutionService.deduplicateInstitutions()\n\n return { success: true }\n },\n })\n)\n\nexport default router\n" }, { "path": "apps/server/src/app/routes/plans.router.ts", "content": "import { Router } from 'express'\nimport { subject } from '@casl/ability'\nimport {\n PlanCreateSchema,\n PlanTemplateSchema,\n PlanUpdateSchema,\n} from '@maybe-finance/server/features'\nimport endpoint from '../lib/endpoint'\nimport { DateUtil, PlanUtil } from '@maybe-finance/shared'\n\nconst router = Router()\n\nrouter.get(\n '/',\n endpoint.create({\n resolve: async ({ ctx }) => {\n const { plans } = await ctx.planService.getAll(ctx.user!.id)\n\n if (plans.length > 0) return { plans }\n\n /**\n * Generate a default plan so the user can start using the plan feature\n * without requiring any data inputs up-front.\n *\n * Defaults to \"Retirement\" template\n */\n const plan = await ctx.planService.createWithTemplate(ctx.user!, {\n type: 'retirement',\n data: {\n // Defaults to user age of 30 and retirement age of 65\n retirementYear: DateUtil.ageToYear(\n PlanUtil.RETIREMENT_MILESTONE_AGE,\n DateUtil.dobToAge(ctx.user?.dob) ?? PlanUtil.DEFAULT_AGE\n ),\n },\n })\n\n return {\n plans: [plan],\n }\n },\n })\n)\n\nrouter.post(\n '/',\n endpoint.create({\n input: PlanCreateSchema,\n resolve: async ({ input: { events, milestones, ...data }, ctx }) => {\n ctx.ability.throwUnlessCan('create', 'Plan')\n\n return await ctx.planService.create({\n ...data,\n userId: ctx.user!.id,\n events: { create: events },\n milestones: { create: milestones },\n })\n },\n })\n)\n\n/** Create a new plan using a pre-defined template */\nrouter.post(\n '/template',\n endpoint.create({\n input: PlanTemplateSchema,\n resolve: async ({ input, ctx }) => {\n ctx.ability.throwUnlessCan('create', 'Plan')\n\n return await ctx.planService.createWithTemplate(ctx.user!, input)\n },\n })\n)\n\n/**\n * Update an existing plan using a pre-defined template\n *\n * Can be used to reset a template to defaults or\n * add milestone-templates to an existing plan\n */\nrouter.put(\n '/:id/template',\n endpoint.create({\n input: PlanTemplateSchema,\n resolve: async ({ ctx, req, input }) => {\n const plan = await ctx.planService.get(+req.params.id)\n ctx.ability.throwUnlessCan('update', subject('Plan', plan))\n\n const shouldReset = req.query.reset === 'true'\n\n return await ctx.planService.updateWithTemplate(plan.id, input, shouldReset)\n },\n })\n)\n\nrouter.get(\n '/:id',\n endpoint.create({\n resolve: async ({ ctx, req }) => {\n const plan = await ctx.planService.get(+req.params.id)\n ctx.ability.throwUnlessCan('read', subject('Plan', plan))\n return plan\n },\n })\n)\n\nrouter.put(\n '/:id',\n endpoint.create({\n input: PlanUpdateSchema,\n resolve: async ({ input: { events, milestones, ...data }, ctx, req }) => {\n const plan = await ctx.planService.get(+req.params.id)\n ctx.ability.throwUnlessCan('update', subject('Plan', plan))\n const updatedPlan = await ctx.planService.update(plan.id, {\n ...data,\n events: events\n ? {\n create: events.create,\n update: events.update\n ? events.update.map(({ id, data }) => ({ where: { id }, data }))\n : undefined,\n deleteMany: events.delete ? { id: { in: events.delete } } : undefined,\n }\n : undefined,\n milestones: milestones\n ? {\n create: milestones.create,\n update: milestones.update\n ? milestones.update.map(({ id, data }) => ({ where: { id }, data }))\n : undefined,\n deleteMany: milestones.delete\n ? { id: { in: milestones.delete } }\n : undefined,\n }\n : undefined,\n })\n return updatedPlan\n },\n })\n)\n\nrouter.delete(\n '/:id',\n endpoint.create({\n resolve: async ({ ctx, req }) => {\n const plan = await ctx.planService.get(+req.params.id)\n ctx.ability.throwUnlessCan('delete', subject('Plan', plan))\n return ctx.planService.delete(plan.id)\n },\n })\n)\n\nrouter.get(\n '/:id/projections',\n endpoint.create({\n resolve: async ({ ctx, req }) => {\n const plan = await ctx.planService.get(+req.params.id)\n ctx.ability.throwUnlessCan('read', subject('Plan', plan))\n return ctx.planService.projections(plan.id)\n },\n })\n)\n\nexport default router\n" }, { "path": "apps/server/src/app/routes/public.router.ts", "content": "import { Router } from 'express'\nimport env from '../../env'\nimport endpoint from '../lib/endpoint'\n\nconst router = Router()\n\nrouter.get(\n '/users/card/:memberId',\n endpoint.create({\n resolve: async ({ ctx, req }) => {\n const memberId = req.params.memberId\n if (!memberId) throw new Error('No memberId provided for member details.')\n\n const clientUrl = env.NX_CLIENT_URL_CUSTOM || env.NX_CLIENT_URL\n\n return ctx.userService.getMemberCard(memberId, clientUrl)\n },\n })\n)\n\nexport default router\n" }, { "path": "apps/server/src/app/routes/securities.router.ts", "content": "import { Router } from 'express'\nimport { DateTime } from 'luxon'\nimport env from '../../env'\nimport endpoint from '../lib/endpoint'\n\nconst router = Router()\n\nrouter.get(\n '/',\n endpoint.create({\n resolve: async ({ ctx }) => {\n ctx.ability.throwUnlessCan('read', 'Security')\n\n return await prisma.security.findMany({\n select: {\n symbol: true,\n exchangeName: true,\n },\n })\n },\n })\n)\n\nrouter.get(\n '/:id',\n endpoint.create({\n resolve: async ({ ctx, req }) => {\n ctx.ability.throwUnlessCan('read', 'Security')\n\n return await ctx.prisma.security.findUniqueOrThrow({\n where: { id: +req.params.id },\n include: {\n pricing: {\n where: {\n date: {\n gte: DateTime.now().minus({ weeks: 52 }).toJSDate(),\n lte: DateTime.now().toJSDate(),\n },\n },\n orderBy: {\n date: 'asc',\n },\n },\n },\n })\n },\n })\n)\n\nrouter.get(\n '/:id/details',\n endpoint.create({\n resolve: async ({ ctx, req }) => {\n ctx.ability.throwUnlessCan('read', 'Security')\n\n const security = await ctx.prisma.security.findUniqueOrThrow({\n where: { id: +req.params.id },\n })\n\n return await ctx.marketDataService.getSecurityDetails(security)\n },\n })\n)\n\nrouter.post(\n '/sync/us-stock-tickers',\n endpoint.create({\n resolve: async ({ ctx }) => {\n ctx.ability.throwUnlessCan('manage', 'Security')\n\n if (env.NX_POLYGON_API_KEY) {\n try {\n await ctx.queueService\n .getQueue('sync-security')\n .add('sync-us-stock-tickers', {})\n return { success: true }\n } catch (err) {\n throw new Error('Failed to sync stock tickers')\n }\n } else {\n throw new Error('No Polygon API key found')\n }\n },\n })\n)\n\nrouter.post(\n '/sync/stock-pricing',\n endpoint.create({\n resolve: async ({ ctx }) => {\n ctx.ability.throwUnlessCan('manage', 'Security')\n\n if (env.NX_POLYGON_API_KEY) {\n try {\n await ctx.queueService.getQueue('sync-security').add('sync-all-securities', {})\n return { success: true }\n } catch (err) {\n throw new Error('Failed to sync securities pricing')\n }\n } else {\n throw new Error('No Polygon API key found')\n }\n },\n })\n)\n\nexport default router\n" }, { "path": "apps/server/src/app/routes/teller.router.ts", "content": "import { Router } from 'express'\nimport { z } from 'zod'\nimport endpoint from '../lib/endpoint'\n\nconst router = Router()\n\nrouter.post(\n '/handle-enrollment',\n endpoint.create({\n input: z.object({\n institution: z.object({\n name: z.string(),\n id: z.string(),\n }),\n enrollment: z.object({\n accessToken: z.string(),\n user: z.object({\n id: z.string(),\n }),\n enrollment: z.object({\n id: z.string(),\n institution: z.object({\n name: z.string(),\n }),\n }),\n signatures: z.array(z.string()).optional(),\n }),\n }),\n resolve: ({ input: { institution, enrollment }, ctx }) => {\n return ctx.tellerService.handleEnrollment(ctx.user!.id, institution, enrollment)\n },\n })\n)\n\nrouter.post(\n '/institutions/sync',\n endpoint.create({\n resolve: async ({ ctx }) => {\n ctx.ability.throwUnlessCan('manage', 'Institution')\n await ctx.queueService.getQueue('sync-institution').add('sync-teller-institutions', {})\n },\n })\n)\n\nexport default router\n" }, { "path": "apps/server/src/app/routes/tools.router.ts", "content": "import { Router } from 'express'\nimport _ from 'lodash'\nimport type Decimal from 'decimal.js'\nimport type { ProjectionInput } from '@maybe-finance/server/features'\nimport { AssetValue, monteCarlo, ProjectionCalculator } from '@maybe-finance/server/features'\nimport { StatsUtil } from '@maybe-finance/shared'\n\nconst router = Router()\n\nconst params: Record = {\n stocks: ['0.05', '0.186'],\n bonds: ['0.02', '0.052'],\n cash: ['-0.02', '0.05'],\n crypto: ['1.0', '1.0'],\n property: ['0.1', '0.2'],\n other: ['-0.02', '0'],\n}\n\nfunction getInput(scenario: string, randomized = false): ProjectionInput {\n const Value = (value, mean, stddev) => new AssetValue(value, mean, randomized ? stddev : 0)\n\n const scenarios: Record = {\n portfolio_vizualizer: {\n years: 30,\n assets: [\n {\n id: 'stock',\n value: Value(800_000, ...params.stocks),\n },\n {\n id: 'bonds',\n value: Value(150_000, ...params.bonds),\n },\n {\n id: 'cash',\n value: Value(50_000, ...params.cash),\n },\n ],\n liabilities: [],\n events: [\n { id: 'income', value: new AssetValue(100_000), end: 2032 },\n { id: 'expenses', value: new AssetValue(-60_000) },\n ],\n milestones: [\n { id: 'retirement', type: 'net-worth', expenseMultiple: 25, expenseYears: 1 },\n ],\n },\n debug: {\n years: 56,\n assets: [\n {\n id: 'cash',\n value: Value('283221', ...params.cash),\n },\n {\n id: 'other',\n value: Value('221332', ...params.other),\n },\n {\n id: 'property',\n value: Value('1300000', ...params.property),\n },\n {\n id: 'stocks',\n value: Value('1421113', ...params.stocks),\n },\n ],\n liabilities: [],\n events: [\n {\n id: '3',\n value: new AssetValue('-10000', '0.01'),\n start: 2022,\n end: 2072,\n },\n {\n id: '4',\n value: new AssetValue('12000'),\n start: 2050,\n end: 2072,\n },\n {\n id: '5',\n value: new AssetValue('17148'),\n start: 2050,\n end: 2072,\n },\n {\n id: '6',\n value: new AssetValue('-120000', '0.01'),\n start: 2022,\n end: 2076,\n },\n ],\n milestones: [\n {\n id: '2',\n type: 'year',\n year: 2057,\n },\n ],\n },\n }\n\n return scenarios[scenario]\n}\n\nrouter.post('/projections', (req, res) => {\n const calculator = new ProjectionCalculator()\n\n const scenario = 'debug'\n const N = 500\n const tiles = ['0.1', '0.25', '0.5', '0.75', '0.9']\n\n const inputTheo = getInput(scenario, false)\n const inputRandomized = getInput(scenario, true)\n\n const theo = calculator.calculate(inputTheo)\n const simulations = monteCarlo(() => calculator.calculate(inputRandomized), { n: N })\n\n const simulationsWithStats = _.zipWith(...simulations, (...series) => {\n const year = series[0].year\n const netWorths = series.map((d) => d.netWorth)\n\n return {\n year,\n percentiles: StatsUtil.quantiles(netWorths, tiles),\n successRate: StatsUtil.rateOf(netWorths, (nw) => nw.gt(0)),\n ci95: StatsUtil.confidenceInterval(netWorths),\n avg: StatsUtil.mean(netWorths),\n netWorths: _.sortBy(netWorths, (nw) => +nw),\n stddev: StatsUtil.stddev(netWorths),\n }\n })\n\n const simulationsByPercentile = tiles.map((percentile, idx) => ({\n percentile,\n simulation: simulationsWithStats.map(({ year, percentiles }) => ({\n year,\n netWorth: percentiles[idx],\n })),\n }))\n\n const result = {\n theo,\n simulations,\n simulationsWithStats,\n simulationsByPercentile,\n }\n\n // res.set('cache-control', 'public, max-age=60')\n res.status(200).json(result)\n})\n\nexport default router\n" }, { "path": "apps/server/src/app/routes/transactions.router.ts", "content": "import { Router } from 'express'\nimport { subject } from '@casl/ability'\nimport endpoint from '../lib/endpoint'\nimport {\n TransactionPaginateParams,\n TransactionUpdateInputSchema,\n} from '@maybe-finance/server/features'\n\nconst router = Router()\n\nrouter.get(\n '/',\n endpoint.create({\n input: TransactionPaginateParams,\n resolve: async ({ ctx, input }) => {\n return ctx.transactionService.getAll(ctx.user!.id, input.pageIndex, input.pageSize)\n },\n })\n)\n\nrouter.get(\n '/:id',\n endpoint.create({\n resolve: async ({ ctx, req }) => {\n const transaction = await ctx.transactionService.get(+req.params.id)\n ctx.ability.throwUnlessCan('read', subject('Transaction', transaction))\n return transaction\n },\n })\n)\n\nrouter.put(\n '/:id',\n endpoint.create({\n input: TransactionUpdateInputSchema,\n resolve: async ({ input, ctx, req }) => {\n const transaction = await ctx.transactionService.get(+req.params.id)\n ctx.ability.throwUnlessCan('update', subject('Transaction', transaction))\n\n const updatedTransaction = await ctx.transactionService.update(+req.params.id, input)\n\n await ctx.accountService.syncBalances(transaction.accountId)\n\n return updatedTransaction\n },\n })\n)\n\nexport default router\n" }, { "path": "apps/server/src/app/routes/users.router.ts", "content": "import { Router } from 'express'\nimport { subject } from '@casl/ability'\nimport { z } from 'zod'\nimport { DateUtil, type SharedType } from '@maybe-finance/shared'\nimport endpoint from '../lib/endpoint'\nimport env from '../../env'\nimport {\n type OnboardingState,\n type RegisteredStep,\n UpdateOnboardingSchema,\n} from '@maybe-finance/server/features'\n\nconst router = Router()\n\nrouter.get(\n '/',\n endpoint.create({\n resolve: async ({ ctx }) => {\n return ctx.userService.get(ctx.user!.id)\n },\n })\n)\n\nrouter.get(\n '/onboarding/:flow',\n endpoint.create({\n resolve: async ({ ctx, req }) => {\n let onboarding: SharedType.OnboardingResponse\n\n switch (req.params.flow) {\n case 'main':\n onboarding = await ctx.userService.buildMainOnboarding(ctx.user!.id)\n break\n case 'sidebar':\n onboarding = await ctx.userService.buildSidebarOnboarding(ctx.user!.id)\n break\n default:\n throw new Error(`${req.params.flow} is not a valid onboarding flow key`)\n }\n\n const { steps, currentStep, progress, isComplete, isMarkedComplete } = onboarding\n\n return {\n steps,\n currentStep,\n progress,\n isComplete,\n isMarkedComplete,\n }\n },\n })\n)\n\nrouter.put(\n '/onboarding',\n endpoint.create({\n input: UpdateOnboardingSchema,\n resolve: async ({ ctx, input }) => {\n const user = await ctx.prisma.user.findFirstOrThrow({\n where: { id: ctx.user!.id },\n select: { id: true, onboarding: true },\n })\n\n const onboardingState = user.onboarding as OnboardingState | null\n\n // Initialize onboarding state\n const onboarding = onboardingState\n ? onboardingState\n : ({\n main: { markedComplete: false, steps: [] },\n sidebar: { markedComplete: false, steps: [] },\n } as OnboardingState)\n\n input.updates.forEach((update: RegisteredStep) => {\n const oldStepIdx = onboarding[input.flow].steps.findIndex(\n (step) => step.key === update.key\n )\n\n // Create or update\n if (oldStepIdx < 0) {\n onboarding[input.flow].steps.push(update)\n } else {\n onboarding[input.flow].steps[oldStepIdx] = update\n }\n })\n\n if (input.flow === 'sidebar' && input.markedComplete != null) {\n onboarding['sidebar'].markedComplete = input.markedComplete\n }\n\n ctx.logger.info(\n `User onboarding updated. flow=${input.flow} updated=${input.updates.length} user=${\n ctx.user!.id\n }`,\n input\n )\n\n return ctx.prisma.user.update({\n where: { id: ctx.user!.id },\n data: { onboarding },\n })\n },\n })\n)\n\nrouter.get(\n '/auth-profile',\n endpoint.create({\n resolve: async ({ ctx }) => {\n return ctx.userService.getAuthProfile(ctx.user!.id)\n },\n })\n)\n\nrouter.get(\n '/subscription',\n endpoint.create({\n resolve: async ({ ctx }) => {\n if (!ctx.user || !ctx.user.id) {\n throw new Error('User not found')\n }\n\n return ctx.userService.getSubscription(ctx.user.id)\n },\n })\n)\n\nrouter.put(\n '/',\n endpoint.create({\n input: z\n .object({\n monthlyDebtUser: z.number().nullable(),\n monthlyIncomeUser: z.number().nullable(),\n monthlyExpensesUser: z.number().nullable(),\n goals: z.string().array(),\n riskAnswers: z\n .object({ questionKey: z.string(), choiceKey: z.string() })\n .array()\n .min(1),\n household: z.enum([\n 'single',\n 'singleWithDependents',\n 'dual',\n 'dualWithDependents',\n 'retired',\n ]),\n country: z.string().nullable(),\n state: z.string().nullable(),\n maybeGoals: z.enum(['aggregate', 'advice', 'plan']).array(),\n maybeGoalsDescription: z.string().nullable(),\n maybe: z.string().nullable(),\n title: z.string().nullable(),\n firstName: z.string(),\n lastName: z.string(),\n dob: z.string().transform((d) => DateUtil.datetimeTransform(d).toJSDate()),\n linkAccountDismissedAt: z.date(),\n })\n .partial(),\n resolve: ({ input, ctx }) => {\n if (!ctx.user || !ctx.user.id) {\n throw new Error('Could not update user. User not found')\n }\n\n return ctx.userService.update(ctx.user.id, input)\n },\n })\n)\n\nrouter.get(\n '/net-worth',\n endpoint.create({\n input: z\n .object({\n start: z.string().transform(DateUtil.dateTransform),\n end: z.string().transform(DateUtil.dateTransform),\n })\n .partial(),\n resolve: ({ ctx, input: { start, end } }) => {\n return ctx.userService.getNetWorthSeries(ctx.user!.id, start, end)\n },\n })\n)\n\nrouter.get(\n '/:id/net-worth',\n endpoint.create({\n input: z\n .object({\n start: z.string().transform(DateUtil.dateTransform),\n end: z.string().transform(DateUtil.dateTransform),\n })\n .partial(),\n resolve: async ({ ctx, req, input: { start, end } }) => {\n const user = await ctx.userService.get(+req.params.id)\n ctx.ability.throwUnlessCan('read', subject('User', user))\n return ctx.userService.getNetWorthSeries(user.id, start, end)\n },\n })\n)\n\nrouter.get(\n '/net-worth/:date',\n endpoint.create({\n resolve: ({ ctx, req }) => {\n return ctx.userService.getNetWorth(\n ctx.user!.id,\n DateUtil.dateTransform(req.params.date)\n )\n },\n })\n)\n\nrouter.get(\n '/:id/net-worth/:date',\n endpoint.create({\n resolve: async ({ ctx, req }) => {\n const user = await ctx.userService.get(+req.params.id)\n ctx.ability.throwUnlessCan('read', subject('User', user))\n return ctx.userService.getNetWorth(user.id, DateUtil.dateTransform(req.params.date))\n },\n })\n)\n\nrouter.get(\n '/:id/account-rollup',\n endpoint.create({\n input: z\n .object({\n start: z.string().transform(DateUtil.dateTransform),\n end: z.string().transform(DateUtil.dateTransform),\n })\n .partial(),\n resolve: async ({ ctx, input: { start, end }, req }) => {\n const user = await ctx.userService.get(+req.params.id)\n ctx.ability.throwUnlessCan('read', subject('User', user))\n return ctx.accountService.getAccountRollup(user.id, start, end)\n },\n })\n)\n\nrouter.get(\n '/insights',\n endpoint.create({\n resolve: ({ ctx }) => {\n return ctx.insightService.getUserInsights({ userId: ctx.user!.id })\n },\n })\n)\n\nrouter.get(\n '/:id/insights',\n endpoint.create({\n resolve: async ({ ctx, req }) => {\n const user = await ctx.userService.get(+req.params.id)\n ctx.ability.throwUnlessCan('read', subject('User', user))\n return ctx.insightService.getUserInsights({ userId: user.id })\n },\n })\n)\n\n// TODO: Implement verification email using internal email service instead of Auth0\nrouter.post(\n '/resend-verification-email',\n endpoint.create({\n input: z.object({\n authId: z.string().optional(),\n }),\n resolve: async ({ input, ctx }) => {\n const authId = input.authId ?? ctx.user?.authId\n if (!authId) throw new Error('User not found')\n\n //await ctx.managementClient.sendEmailVerification({ user_id: authId })\n\n ctx.logger.info(`Sent verification email to ${authId}`)\n\n return { success: true }\n },\n })\n)\n\nrouter.put(\n '/change-password',\n endpoint.create({\n input: z.object({\n newPassword: z.string(),\n currentPassword: z.string(),\n }),\n resolve: async ({ input, ctx, req }) => {\n if (!req.user || !req.user.sub) {\n throw new Error('Unable to update password. No user found.')\n }\n\n const { newPassword, currentPassword } = input\n\n try {\n await ctx.authUserService.updatePassword(req.user.sub, currentPassword, newPassword)\n } catch (err) {\n const errMessage = 'Could not reset password'\n // Do not log the full error here, the user's password could be in it!\n ctx.logger.error('Could not reset password')\n\n return { success: false, error: errMessage }\n }\n\n return { success: true }\n },\n })\n)\n\nrouter.post(\n '/checkout-session',\n endpoint.create({\n input: z.object({\n plan: z.string(),\n }),\n resolve: async ({ ctx, req, input }) => {\n if (!req.user?.sub || !ctx.user) {\n throw new Error('Unable to create checkout session. No user found.')\n }\n\n const session = await ctx.stripe.checkout.sessions.create({\n line_items: [\n {\n price:\n input.plan === 'yearly'\n ? env.NX_STRIPE_PREMIUM_YEARLY_PRICE_ID\n : env.NX_STRIPE_PREMIUM_MONTHLY_PRICE_ID,\n quantity: 1,\n },\n ],\n mode: 'subscription',\n success_url: `${req.headers.origin}/settings?tab=billing&status=success`,\n cancel_url: `${req.headers.origin}/settings?tab=billing&status=cancelled`,\n allow_promotion_codes: true,\n\n client_reference_id: req.user.sub,\n\n // Provide customer ID or user email, not both\n ...(ctx.user.stripeCustomerId\n ? {\n customer: ctx.user.stripeCustomerId,\n }\n : {\n customer_email:\n (await ctx.authUserService.get(req.user.sub)).email ?? undefined,\n }),\n })\n\n if (!session.url) throw new Error('Failed to create checkout session with URL.')\n\n return { url: session.url }\n },\n })\n)\n\nrouter.post(\n '/customer-portal-session',\n endpoint.create({\n resolve: async ({ ctx, req }) => {\n if (!req.user?.sub || !ctx.user || !ctx.user.stripeCustomerId) {\n throw new Error('Unable to create customer portal session. No user/customer found.')\n }\n\n const session = await ctx.stripe.billingPortal.sessions.create({\n customer: ctx.user.stripeCustomerId,\n return_url: `${req.headers.origin}/settings?tab=billing`,\n })\n\n if (!session.url) throw new Error('Failed to create customer portal session with URL.')\n\n return { url: session.url }\n },\n })\n)\n\nrouter.delete(\n '/',\n endpoint.create({\n input: z.object({\n confirm: z.literal(true),\n }),\n resolve: async ({ ctx }) => {\n const { id } = ctx.user!\n ctx.ability.throwUnlessCan('delete', subject('User', ctx.user!))\n await ctx.userService.delete(id)\n },\n })\n)\n\nrouter.delete(\n '/:id',\n endpoint.create({\n input: z.object({\n confirm: z.literal(true),\n }),\n resolve: async ({ ctx, req }) => {\n const user = await ctx.userService.get(+req.params.id)\n ctx.ability.throwUnlessCan('delete', subject('User', user))\n await ctx.userService.delete(user.id)\n },\n })\n)\n\nrouter.get(\n '/card',\n endpoint.create({\n resolve: async ({ ctx }) => {\n return ctx.userService.getMemberCard(\n ctx.user!.memberId,\n env.NX_CLIENT_URL_CUSTOM || env.NX_CLIENT_URL\n )\n },\n })\n)\n\nrouter.post(\n '/send-test-email',\n endpoint.create({\n input: z.object({\n recipient: z.string(),\n subject: z.string(),\n body: z.string(),\n }),\n resolve: async ({ input, ctx, req }) => {\n if (!req.user || req.user.role !== 'admin') throw new Error('Unauthorized')\n\n try {\n await ctx.emailService.send({\n to: input.recipient,\n subject: input.subject,\n textBody: input.body,\n htmlBody: input.body,\n })\n } catch (err) {\n console.log('Error sending email', err)\n }\n\n ctx.logger.info(`Sent test email to ${input.recipient}`)\n\n return { success: true }\n },\n })\n)\n\nexport default router\n" }, { "path": "apps/server/src/app/routes/valuations.router.ts", "content": "import { Router } from 'express'\nimport { z } from 'zod'\nimport { subject } from '@casl/ability'\nimport endpoint from '../lib/endpoint'\nimport { DateUtil } from '@maybe-finance/shared'\n\nconst router = Router()\n\nrouter.get(\n '/:id',\n endpoint.create({\n resolve: async ({ ctx, req }) => {\n const valuation = await ctx.valuationService.getValuation(+req.params.id)\n ctx.ability.throwUnlessCan('read', subject('Valuation', valuation))\n\n return valuation\n },\n })\n)\n\nrouter.put(\n '/:id',\n endpoint.create({\n input: z\n .object({\n date: z.string().transform((d) => DateUtil.datetimeTransform(d).toJSDate()),\n amount: z.number(),\n })\n .optional(),\n resolve: async ({ ctx, input, req }) => {\n const valuation = await ctx.valuationService.getValuation(+req.params.id)\n ctx.ability.throwUnlessCan('update', subject('Valuation', valuation))\n\n if (!input) return valuation\n\n const updatedValuation = await ctx.valuationService.updateValuation(+req.params.id, {\n date: input.date,\n ...(input.amount && { amount: input.amount }),\n })\n\n await ctx.accountService.syncBalances(updatedValuation.accountId)\n\n return updatedValuation\n },\n })\n)\n\nrouter.delete(\n '/:id',\n endpoint.create({\n resolve: async ({ ctx, req }) => {\n const valuation = await ctx.valuationService.getValuation(+req.params.id)\n ctx.ability.throwUnlessCan('delete', subject('Valuation', valuation))\n\n const deletedValuation = await ctx.valuationService.deleteValuation(+req.params.id)\n\n await ctx.accountService.syncBalances(deletedValuation.accountId)\n\n return deletedValuation\n },\n })\n)\n\nexport default router\n" }, { "path": "apps/server/src/app/routes/webhooks.router.ts", "content": "import { Router } from 'express'\nimport { z } from 'zod'\nimport { validateTellerSignature } from '../middleware'\nimport endpoint from '../lib/endpoint'\nimport stripe from '../lib/stripe'\nimport env from '../../env'\nimport type { TellerTypes } from '@maybe-finance/teller-api'\n\nconst router = Router()\n\nrouter.post(\n '/stripe/webhook',\n endpoint.create({\n async resolve({ req, ctx }) {\n if (!req.headers['stripe-signature'])\n throw new Error('Missing `stripe-signature` header')\n\n let event\n try {\n event = stripe.webhooks.constructEvent(\n req.body,\n req.headers['stripe-signature'],\n env.NX_STRIPE_WEBHOOK_SECRET\n )\n } catch (err) {\n ctx.logger.error(`Failed to construct Stripe event`, err)\n throw new Error('Failed to construct Stripe event')\n }\n\n ctx.logger.info(`rx[stripe_webhook] type=${event.type} id=${event.id}`, event.data)\n\n await ctx.stripeWebhooks.handleWebhook(event)\n\n return { status: 'ok' }\n },\n onSuccess: (_, res, data) => res.status(200).json(data),\n })\n)\n\nrouter.post(\n '/teller/webhook',\n process.env.NODE_ENV !== 'development' ? validateTellerSignature : (_req, _res, next) => next(),\n endpoint.create({\n input: z\n .object({\n id: z.string(),\n payload: z.object({\n enrollment_id: z.string(),\n reason: z.string(),\n }),\n timestamp: z.string(),\n type: z.string(),\n })\n .passthrough(),\n async resolve({ input, ctx }) {\n const { type, id, payload } = input\n\n ctx.logger.info(\n `rx[teller_webhook] event eventType=${type} eventId=${id} enrollmentId=${payload.enrollment_id}`\n )\n\n // May contain sensitive info, only print at the debug level\n ctx.logger.debug(`rx[teller_webhook] event payload`, input)\n\n try {\n console.log('handling webhook')\n await ctx.tellerWebhooks.handleWebhook(input as TellerTypes.WebhookData)\n } catch (err) {\n // record error but don't throw\n ctx.logger.error(`[teller_webhook] error handling webhook`, err)\n }\n\n return { status: 'ok' }\n },\n })\n)\n\nexport default router\n" }, { "path": "apps/server/src/app/trpc.ts", "content": "import * as trpc from '@trpc/server'\nimport type * as trpcExpress from '@trpc/server/adapters/express'\nimport { superjson } from '@maybe-finance/shared'\nimport { createContext } from './lib/endpoint'\n\nexport async function createTRPCContext({ req }: trpcExpress.CreateExpressContextOptions) {\n return createContext(req)\n}\n\ntype Context = trpc.inferAsyncReturnType\n\nconst t = trpc.initTRPC.context().create({\n transformer: superjson,\n})\n\n/**\n * Middleware\n */\nconst isUser = t.middleware(({ ctx, next }) => {\n if (!ctx.user) {\n throw new trpc.TRPCError({ code: 'UNAUTHORIZED', message: 'You must be a user' })\n }\n\n return next({\n ctx: {\n ...ctx,\n user: ctx.user,\n },\n })\n})\n\n/**\n * Routers\n */\nexport const appRouter = t.router({\n users: t.router({\n me: t.procedure.use(isUser).query(({ ctx }) => ctx.user),\n }),\n})\n\nexport type AppRouter = typeof appRouter\n" }, { "path": "apps/server/src/assets/script.js", "content": "// eslint-disable-next-line\nfunction login() {\n window.location.href = '/admin/login'\n}\n\n// eslint-disable-next-line\nfunction logout() {\n window.location.href = '/admin/logout'\n}\n" }, { "path": "apps/server/src/assets/styles.css", "content": "a {\n text-decoration: none;\n}\n\n.links {\n display: flex;\n justify-content: center;\n min-width: 350px;\n}\n\n.links .btn {\n margin-left: 10px;\n}\n\nbody {\n background-color: #242629;\n height: 100vh;\n color: white;\n}\n\n.unauthorized {\n background-color: #f85c41;\n padding: 10px 20px;\n color: #f8f9fa;\n border-radius: 5px;\n margin-bottom: 40px;\n text-align: center;\n max-width: 250px;\n}\n\n.container {\n height: 100%;\n display: flex;\n flex-direction: column;\n justify-content: center;\n align-items: center;\n transform: translateY(-60px);\n}\n\n.btn {\n background-color: #3bc9db;\n padding: 10px;\n color: #242629;\n border: none;\n border-radius: 5px;\n}\n\n.btn:hover {\n background-color: rgba(102, 217, 232, 0.9);\n cursor: pointer;\n}\n" }, { "path": "apps/server/src/env.ts", "content": "import { z } from 'zod'\n\nconst toOriginArray = (s?: string) => {\n if (!s) return []\n\n const originList = (s || '').split(',').map((s) => s.trim())\n\n return originList.map((origin) => {\n const originParts = origin.split('.')\n\n // Search for the specific pattern: domain.tld (e.g. maybe.co) and enable wildcard access on domain\n if (originParts.length === 2) {\n return new RegExp(`${originParts[0]}\\\\.${originParts[1]}`)\n } else {\n return origin\n }\n })\n}\n\nconst envSchema = z.object({\n NX_API_URL: z.string().url().default('http://localhost:3333'),\n NX_CDN_URL: z.string().url().default('https://staging-cdn.maybe.co'),\n NX_WEBHOOK_URL: z.string().url().optional(),\n\n NX_CLIENT_URL: z.string().url().default('http://localhost:4200'),\n NX_CLIENT_URL_CUSTOM: z.string().url().default('http://localhost:4200'),\n\n NX_REDIS_URL: z.string().default('redis://localhost:6379'),\n\n NX_DATABASE_URL: z.string(),\n NX_DATABASE_SECRET: z.string(),\n\n NX_NGROK_URL: z.string().default('http://localhost:4551'),\n\n NX_TELLER_SIGNING_SECRET: z.string().default('REPLACE_THIS'),\n NX_TELLER_APP_ID: z.string().default('REPLACE_THIS'),\n NX_TELLER_ENV: z.string().default('sandbox'),\n\n NX_SENTRY_DSN: z.string().optional(),\n NX_SENTRY_ENV: z.string().optional(),\n\n NX_POLYGON_API_KEY: z.string().default(''),\n NX_POLYGON_TIER: z.string().default('basic'),\n\n NX_PORT: z.string().default('3333'),\n NX_CORS_ORIGINS: z.string().default('https://localhost.maybe.co').transform(toOriginArray),\n\n NX_MORGAN_LOG_LEVEL: z\n .string()\n .default(process.env.NODE_ENV === 'development' ? 'dev' : 'combined'),\n\n NX_STRIPE_SECRET_KEY: z.string().default('REPLACE_THIS'),\n NX_STRIPE_WEBHOOK_SECRET: z.string().default('whsec_REPLACE_THIS'),\n NX_STRIPE_PREMIUM_MONTHLY_PRICE_ID: z.string().default('price_REPLACE_THIS'),\n NX_STRIPE_PREMIUM_YEARLY_PRICE_ID: z.string().default('price_REPLACE_THIS'),\n\n NX_CDN_PRIVATE_BUCKET: z.string().default('REPLACE_THIS'),\n NX_CDN_PUBLIC_BUCKET: z.string().default('REPLACE_THIS'),\n\n // Key to secrets manager value\n NX_CDN_SIGNER_SECRET_ID: z.string().default('/apps/maybe-app/CLOUDFRONT_SIGNER1_PRIV'),\n\n // Key to Cloudfront pub key\n NX_CDN_SIGNER_PUBKEY_ID: z.string().default('REPLACE_THIS'),\n\n NX_EMAIL_FROM_ADDRESS: z.string().default('account@maybe.co'),\n NX_EMAIL_REPLY_TO_ADDRESS: z.string().default('support@maybe.co'),\n NX_EMAIL_PROVIDER: z.string().optional(),\n NX_EMAIL_PROVIDER_API_TOKEN: z.string().optional(),\n})\n\nconst env = envSchema.parse(process.env)\n\nexport default env\n" }, { "path": "apps/server/src/environments/environment.prod.ts", "content": "export const environment = {\n production: true,\n}\n" }, { "path": "apps/server/src/environments/environment.ts", "content": "export const environment = {\n production: false,\n}\n" }, { "path": "apps/server/src/main.ts", "content": "import type { AddressInfo } from 'net'\nimport env from './env'\nimport app from './app/app'\nimport logger from './app/lib/logger'\nimport * as Sentry from '@sentry/node'\n\nprocess.on('uncaughtException', (error) => {\n Sentry.captureException(error)\n logger.error('server: uncaught exception', error)\n})\n\nprocess.on('unhandledRejection', (reason, promise) => {\n Sentry.captureException(reason)\n logger.error(`server: unhandled promise rejection: ${promise}: ${reason}`)\n})\n\nconst server = app.listen(env.NX_PORT, () => {\n logger.info(`🚀 API listening at http://localhost:${(server.address() as AddressInfo).port}`)\n})\n\n// Handle SIGTERM coming from ECS Fargate\nprocess.on('SIGTERM', () => server.close())\n\nserver.on('error', (err) => logger.error('Server failed to start from main.ts', err))\n" }, { "path": "apps/server/tsconfig.app.json", "content": "{\n \"extends\": \"./tsconfig.json\",\n \"compilerOptions\": {\n \"outDir\": \"../../dist/out-tsc\",\n \"module\": \"commonjs\",\n \"types\": [\"node\", \"express\"]\n },\n \"exclude\": [\"**/*.spec.ts\", \"**/*.test.ts\", \"jest.config.ts\"],\n \"include\": [\"**/*.ts\", \"../../custom-express.d.ts\"]\n}\n" }, { "path": "apps/server/tsconfig.json", "content": "{\n \"extends\": \"../../tsconfig.base.json\",\n \"compilerOptions\": {\n \"esModuleInterop\": true,\n \"noImplicitAny\": false,\n \"strict\": true,\n \"strictNullChecks\": true\n },\n \"files\": [],\n \"include\": [],\n \"references\": [\n {\n \"path\": \"./tsconfig.app.json\"\n },\n {\n \"path\": \"./tsconfig.spec.json\"\n }\n ]\n}\n" }, { "path": "apps/server/tsconfig.spec.json", "content": "{\n \"extends\": \"./tsconfig.json\",\n \"compilerOptions\": {\n \"outDir\": \"../../dist/out-tsc\",\n \"module\": \"commonjs\",\n \"types\": [\"jest\", \"node\"]\n },\n \"include\": [\"**/*.spec.ts\", \"**/*.test.ts\", \"../../custom-express.d.ts\", \"jest.config.ts\"]\n}\n" }, { "path": "apps/workers/.eslintrc.json", "content": "{\n \"extends\": [\"../../.eslintrc.json\"],\n \"ignorePatterns\": [\"!**/*\", \"Dockerfile\"],\n \"overrides\": [\n {\n \"files\": [\"*.ts\", \"*.tsx\", \"*.js\", \"*.jsx\"],\n \"rules\": {}\n },\n {\n \"files\": [\"*.ts\", \"*.tsx\"],\n \"rules\": {}\n },\n {\n \"files\": [\"*.js\", \"*.jsx\"],\n \"rules\": {}\n },\n {\n \"files\": [\"*.ts\"],\n \"rules\": {\n \"@typescript-eslint/no-unused-vars\": [\"warn\", { \"argsIgnorePattern\": \"^_\" }]\n }\n }\n ]\n}\n" }, { "path": "apps/workers/Dockerfile", "content": "# ------------------------------------------\n# BUILD STAGE \n# ------------------------------------------ \nFROM node:18-alpine3.18 as builder\n\nWORKDIR /app\nCOPY ./dist/apps/workers ./prisma ./\nRUN npm install -g pnpm\n# nrwl/nx#20079, generated lockfile is completely broken\nRUN rm -f pnpm-lock.yaml\nRUN pnpm install --prod --no-frozen-lockfile\n\n# ------------------------------------------\n# PROD STAGE \n# ------------------------------------------ \nFROM node:18-alpine3.18 as prod\n\n# Used for container health checks\nRUN apk add --no-cache curl\nWORKDIR /app\nUSER node \nCOPY --from=builder /app .\n\nCMD [\"node\", \"--es-module-specifier-resolution=node\", \"./main.js\"]" }, { "path": "apps/workers/jest.config.ts", "content": "/* eslint-disable */\nexport default {\n displayName: 'workers',\n preset: '../../jest.preset.js',\n globals: {\n 'ts-jest': {\n tsconfig: '/tsconfig.spec.json',\n },\n },\n testEnvironment: 'node',\n transform: {\n '^.+\\\\.[tj]s$': 'ts-jest',\n },\n moduleFileExtensions: ['ts', 'js', 'html'],\n coverageDirectory: '../../coverage/apps/workers',\n}\n" }, { "path": "apps/workers/src/app/__tests__/helpers/user.test-helper.ts", "content": "import type { PrismaClient, User } from '@prisma/client'\nimport { faker } from '@faker-js/faker'\n\nexport async function resetUser(prisma: PrismaClient, authId = '__TEST_USER_ID__'): Promise {\n try {\n // eslint-disable-next-line\n const [_, __, ___, user] = await prisma.$transaction([\n prisma.$executeRaw`DELETE FROM \"user\" WHERE auth_id=${authId};`,\n\n // Deleting a user does not cascade to securities, so delete all security records\n prisma.$executeRaw`DELETE from security;`,\n prisma.$executeRaw`DELETE from security_pricing;`,\n\n prisma.user.create({\n data: {\n authId,\n email: faker.internet.email(),\n tellerUserId: faker.string.uuid(),\n },\n }),\n ])\n return user\n } catch (e) {\n console.error('error in reset user transaction', e)\n throw e\n }\n}\n" }, { "path": "apps/workers/src/app/__tests__/queue.integration.spec.ts", "content": "// =====================================================\n// Keep these imports above the rest to avoid errors\n// =====================================================\nimport { TellerGenerator } from 'tools/generators'\nimport type { User, AccountConnection } from '@prisma/client'\nimport { AccountConnectionType } from '@prisma/client'\nimport prisma from '../lib/prisma'\nimport { default as _teller } from '../lib/teller'\nimport { resetUser } from './helpers/user.test-helper'\nimport { Interval } from 'luxon'\n\n// Import the workers process\nimport '../../main'\nimport { queueService } from '../lib/di'\n\n// For TypeScript support\njest.mock('../lib/teller')\nconst teller = jest.mocked(_teller)\n\nlet user: User | null\nlet connection: AccountConnection\n\n// When debugging, we don't want the tests to time out\nif (process.env.IS_VSCODE_DEBUG === 'true') {\n jest.setTimeout(100000)\n}\n\nbeforeEach(async () => {\n jest.clearAllMocks()\n\n user = await resetUser(prisma)\n\n connection = await prisma.accountConnection.create({\n data: {\n name: 'Chase Test',\n type: AccountConnectionType.teller,\n tellerEnrollmentId: 'test-teller-item-workers',\n tellerInstitutionId: 'chase_test',\n tellerAccessToken:\n 'U2FsdGVkX1+WMq9lfTS9Zkbgrn41+XT1hvSK5ain/udRPujzjVCAx/lyPG7EumVZA+nVKXPauGwI+d7GZgtqTA9R3iCZNusU6LFPnmFOCE4=', // need correct encoding here\n userId: user.id,\n syncStatus: 'PENDING',\n },\n })\n})\n\nafterAll(async () => {\n await prisma.$disconnect()\n})\n\ndescribe('Message queue tests', () => {\n it('Creates the correct number of queues', () => {\n expect(queueService.allQueues.map((q) => q.name)).toEqual([\n 'sync-user',\n 'sync-account',\n 'sync-account-connection',\n 'sync-security',\n 'purge-user',\n 'sync-institution',\n 'send-email',\n ])\n })\n\n it('Should handle sync errors', async () => {\n const syncQueue = queueService.getQueue('sync-account-connection')\n\n teller.getAccounts.mockRejectedValueOnce(new Error('forced error for Jest tests'))\n\n await syncQueue.add('sync-connection', { accountConnectionId: connection.id })\n\n const updatedConnection = await prisma.accountConnection.findUnique({\n where: { id: connection.id },\n })\n\n expect(teller.getAccounts).toHaveBeenCalledTimes(1)\n expect(updatedConnection?.status).toEqual('ERROR')\n })\n\n it('Should run all sync-account-connection queue jobs', async () => {\n const syncQueue = queueService.getQueue('sync-account-connection')\n\n let cnx = await prisma.accountConnection.findUnique({ where: { id: connection.id } })\n\n expect(cnx?.status).toEqual('OK')\n expect(cnx?.syncStatus).toEqual('PENDING')\n\n await syncQueue.add('sync-connection', { accountConnectionId: connection.id })\n\n cnx = await prisma.accountConnection.findUnique({\n where: { id: connection.id },\n })\n\n expect(cnx?.syncStatus).toEqual('IDLE')\n })\n\n xit('Should sync connected transaction account', async () => {\n const syncQueue = queueService.getQueue('sync-account-connection')\n\n // Mock will return a basic banking checking account\n const mockAccounts = TellerGenerator.generateAccountsWithBalances({\n count: 1,\n institutionId: 'chase_test',\n enrollmentId: 'test-teller-item-workers',\n institutionName: 'Chase Test',\n accountType: 'depository',\n accountSubType: 'checking',\n })\n teller.getAccounts.mockResolvedValueOnce(mockAccounts)\n\n const mockTransactions = TellerGenerator.generateTransactions(10, mockAccounts[0].id)\n teller.getTransactions.mockResolvedValueOnce(mockTransactions)\n\n await syncQueue.add('sync-connection', { accountConnectionId: connection.id })\n\n expect(teller.getAccounts).toHaveBeenCalledTimes(1)\n expect(teller.getTransactions).toHaveBeenCalledTimes(1)\n\n const item = await prisma.accountConnection.findUniqueOrThrow({\n where: { id: connection.id },\n include: {\n accounts: {\n include: {\n balances: {\n where: TellerGenerator.testDates.prismaWhereFilter,\n orderBy: { date: 'asc' },\n },\n transactions: true,\n holdings: true,\n valuations: true,\n investmentTransactions: true,\n },\n },\n },\n })\n\n expect(item.accounts).toHaveLength(1)\n\n const [account] = item.accounts\n\n const intervalDates = Interval.fromDateTimes(\n TellerGenerator.lowerBound,\n TellerGenerator.now\n )\n .splitBy({ day: 1 })\n .map((date: Interval) => date.start.toISODate())\n\n const startingBalance = Number(mockAccounts[0].balance.available)\n\n const balances = TellerGenerator.calculateDailyBalances(\n startingBalance,\n mockTransactions,\n intervalDates\n )\n\n expect(account.transactions).toHaveLength(10)\n expect(account.balances.map((b) => b.balance)).toEqual(balances)\n expect(account.holdings).toHaveLength(0)\n expect(account.valuations).toHaveLength(0)\n expect(account.investmentTransactions).toHaveLength(0)\n })\n})\n" }, { "path": "apps/workers/src/app/__tests__/security-sync.integration.spec.ts", "content": "import { PrismaClient, SecurityProvider } from '@prisma/client'\nimport winston from 'winston'\nimport Redis from 'ioredis'\nimport nock from 'nock'\nimport type { ISecurityPricingService } from '@maybe-finance/server/features'\nimport { SecurityPricingService } from '@maybe-finance/server/features'\nimport type { IMarketDataService } from '@maybe-finance/server/shared'\nimport {\n RedisCacheBackend,\n CacheService,\n ServerUtil,\n PolygonMarketDataService,\n} from '@maybe-finance/server/shared'\nimport { PolygonTestData } from '../../../../../tools/test-data'\n\nconst prisma = new PrismaClient()\n\nconst redis = new Redis(process.env.NX_REDIS_URL as string, {\n retryStrategy: ServerUtil.redisRetryStrategy({ maxAttempts: 1 }),\n})\n\nbeforeAll(() => {\n process.env.CI = 'true'\n nock.disableNetConnect()\n\n nock('https://api.polygon.io')\n .get((uri) => uri.includes('/v2/snapshot/locale/us/markets/stocks/tickers'))\n .reply(200, PolygonTestData.snapshotAllTickers)\n .persist()\n\n nock('https://api.polygon.io')\n .get((uri) => uri.includes('/v2/aggs/grouped/locale/us/market/stocks'))\n .reply(200, PolygonTestData.dailyPricing)\n .persist()\n\n nock('https://api.polygon.io')\n .get((uri) => uri.includes('/v3/reference/exchanges'))\n .reply(200, PolygonTestData.getExchanges)\n .persist()\n\n nock('https://api.polygon.io')\n .get(\n (uri) =>\n uri.includes('/v3/reference/tickers') &&\n uri.includes('market=stocks') &&\n uri.includes('exchange=XNAS')\n )\n .reply(200, PolygonTestData.getNASDAQTickers)\n .persist()\n\n nock('https://api.polygon.io')\n .get(\n (uri) =>\n uri.includes('/v3/reference/tickers') &&\n uri.includes('market=stocks') &&\n uri.includes('exchange=XNYS')\n )\n .reply(200, PolygonTestData.getNYSETickers)\n .persist()\n})\n\nafterAll(async () => {\n process.env.CI = ''\n await Promise.allSettled([prisma.$disconnect(), redis.disconnect()])\n})\n\ndescribe('security pricing sync for non basic tier', () => {\n let securityPricingService: ISecurityPricingService\n\n beforeEach(async () => {\n const logger = winston.createLogger({\n level: 'debug',\n transports: new winston.transports.Console({ format: winston.format.simple() }),\n })\n\n const cacheService = new CacheService(\n logger.child({ service: 'CacheService' }),\n new RedisCacheBackend(redis)\n )\n\n const marketDataService: IMarketDataService = new PolygonMarketDataService(\n logger.child({ service: 'PolygonMarketDataService' }),\n 'TEST',\n cacheService\n )\n\n securityPricingService = new SecurityPricingService(\n logger.child({ service: 'SecurityPricingService' }),\n prisma,\n marketDataService\n )\n\n // reset db records\n await prisma.security.deleteMany({\n where: {\n providerName: SecurityProvider.other,\n },\n })\n await prisma.security.createMany({\n data: [{ symbol: 'AAPL' }, { symbol: 'VOO' }],\n })\n })\n\n it('syncs', async () => {\n // sync 2x to catch any possible caching I/O issues\n await securityPricingService.syncSecuritiesPricing()\n await securityPricingService.syncSecuritiesPricing()\n })\n})\n\ndescribe('security pricing sync for basic tier', () => {\n let securityPricingService: ISecurityPricingService\n let initialPolygonTier: string | undefined\n\n beforeEach(async () => {\n initialPolygonTier = process.env.NX_POLYGON_TIER\n process.env.NX_POLYGON_TIER = 'basic' // Force basic tier to test code path\n const logger = winston.createLogger({\n level: 'debug',\n transports: new winston.transports.Console({ format: winston.format.simple() }),\n })\n\n const cacheService = new CacheService(\n logger.child({ service: 'CacheService' }),\n new RedisCacheBackend(redis)\n )\n\n const marketDataService: IMarketDataService = new PolygonMarketDataService(\n logger.child({ service: 'PolygonMarketDataService' }),\n 'TEST',\n cacheService\n )\n\n securityPricingService = new SecurityPricingService(\n logger.child({ service: 'SecurityPricingService' }),\n prisma,\n marketDataService\n )\n\n // reset db records\n await prisma.security.deleteMany({\n where: {\n providerName: SecurityProvider.other,\n },\n })\n await prisma.security.createMany({\n data: [{ symbol: 'AAPL' }, { symbol: 'VOO' }],\n })\n })\n\n afterEach(() => {\n process.env.NX_POLYGON_TIER = initialPolygonTier\n })\n\n it('syncs', async () => {\n // sync 2x to catch any possible caching I/O issues\n await securityPricingService.syncSecuritiesPricing()\n await securityPricingService.syncSecuritiesPricing()\n })\n})\n\ndescribe('us stock ticker sync', () => {\n const apiKey = process.env.NX_POLYGON_API_KEY\n let securityPricingService: ISecurityPricingService\n\n beforeEach(async () => {\n if (!apiKey) {\n process.env.NX_POLYGON_API_KEY = 'TEST_KEY'\n }\n const logger = winston.createLogger({\n level: 'debug',\n transports: new winston.transports.Console({ format: winston.format.simple() }),\n })\n\n const cacheService = new CacheService(\n logger.child({ service: 'CacheService' }),\n new RedisCacheBackend(redis)\n )\n\n const marketDataService: IMarketDataService = new PolygonMarketDataService(\n logger.child({ service: 'PolygonMarketDataService' }),\n 'TEST',\n cacheService\n )\n\n securityPricingService = new SecurityPricingService(\n logger.child({ service: 'SecurityPricingService' }),\n prisma,\n marketDataService\n )\n\n // reset db records\n await prisma.security.deleteMany()\n })\n\n afterEach(() => {\n process.env.NX_POLYGON_API_KEY = apiKey // Restore original key\n })\n\n it('syncs', async () => {\n // sync 2x to catch any possible caching I/O issues\n await securityPricingService.syncUSStockTickers()\n await securityPricingService.syncUSStockTickers()\n expect(await prisma.security.count()).toEqual(20)\n })\n})\n" }, { "path": "apps/workers/src/app/__tests__/teller.integration.spec.ts", "content": "import type { User } from '@prisma/client'\nimport { TellerGenerator } from '../../../../../tools/generators'\nimport { TellerApi } from '@maybe-finance/teller-api'\njest.mock('@maybe-finance/teller-api')\nimport {\n TellerETL,\n TellerService,\n type IAccountConnectionProvider,\n} from '@maybe-finance/server/features'\nimport { createLogger } from '@maybe-finance/server/shared'\nimport prisma from '../lib/prisma'\nimport { resetUser } from './helpers/user.test-helper'\nimport { transports } from 'winston'\nimport { cryptoService } from '../lib/di'\n\nconst logger = createLogger({ level: 'debug', transports: [new transports.Console()] })\nconst teller = jest.mocked(new TellerApi())\nconst tellerETL = new TellerETL(logger, prisma, teller, cryptoService)\nconst service: IAccountConnectionProvider = new TellerService(\n logger,\n prisma,\n teller,\n tellerETL,\n cryptoService,\n 'TELLER_WEBHOOK_URL',\n true\n)\n\nafterAll(async () => {\n await prisma.$disconnect()\n})\n\ndescribe('Teller', () => {\n let user: User\n\n beforeEach(async () => {\n jest.clearAllMocks()\n\n user = await resetUser(prisma)\n })\n\n it('syncs connection', async () => {\n const tellerConnection = TellerGenerator.generateConnection()\n const tellerAccounts = tellerConnection.accountsWithBalances\n const tellerTransactions = tellerConnection.transactions\n\n teller.getAccounts.mockResolvedValue(tellerAccounts)\n\n teller.getTransactions.mockImplementation(async ({ accountId }) => {\n return Promise.resolve(tellerTransactions.filter((t) => t.account_id === accountId))\n })\n\n const connection = await prisma.accountConnection.create({\n data: {\n userId: user.id,\n name: 'TEST_TELLER',\n type: 'teller',\n tellerEnrollmentId: tellerConnection.enrollment.enrollment.id,\n tellerInstitutionId: tellerConnection.enrollment.institutionId,\n tellerAccessToken: cryptoService.encrypt(tellerConnection.enrollment.accessToken),\n },\n })\n\n await service.sync(connection)\n\n const { accounts } = await prisma.accountConnection.findUniqueOrThrow({\n where: {\n id: connection.id,\n },\n include: {\n accounts: {\n include: {\n transactions: true,\n investmentTransactions: true,\n holdings: true,\n valuations: true,\n },\n },\n },\n })\n\n // all accounts\n expect(accounts).toHaveLength(tellerConnection.accounts.length)\n for (const account of accounts) {\n expect(account.transactions).toHaveLength(\n tellerTransactions.filter((t) => t.account_id === account.tellerAccountId).length\n )\n }\n\n // credit accounts\n const creditAccounts = tellerAccounts.filter((a) => a.type === 'credit')\n expect(accounts.filter((a) => a.type === 'CREDIT')).toHaveLength(creditAccounts.length)\n for (const creditAccount of creditAccounts) {\n const account = accounts.find((a) => a.tellerAccountId === creditAccount.id)!\n expect(account.transactions).toHaveLength(\n tellerTransactions.filter((t) => t.account_id === account.tellerAccountId).length\n )\n expect(account.holdings).toHaveLength(0)\n expect(account.valuations).toHaveLength(0)\n expect(account.investmentTransactions).toHaveLength(0)\n }\n\n // depository accounts\n const depositoryAccounts = tellerAccounts.filter((a) => a.type === 'depository')\n expect(accounts.filter((a) => a.type === 'DEPOSITORY')).toHaveLength(\n depositoryAccounts.length\n )\n for (const depositoryAccount of depositoryAccounts) {\n const account = accounts.find((a) => a.tellerAccountId === depositoryAccount.id)!\n expect(account.transactions).toHaveLength(\n tellerTransactions.filter((t) => t.account_id === account.tellerAccountId).length\n )\n expect(account.holdings).toHaveLength(0)\n expect(account.valuations).toHaveLength(0)\n expect(account.investmentTransactions).toHaveLength(0)\n }\n })\n})\n" }, { "path": "apps/workers/src/app/lib/di.ts", "content": "import type {\n IAccountConnectionProcessor,\n IAccountProcessor,\n IAccountQueryService,\n IAccountService,\n ISecurityPricingProcessor,\n IInstitutionService,\n IUserProcessor,\n ISecurityPricingService,\n IUserService,\n IEmailProcessor,\n} from '@maybe-finance/server/features'\nimport {\n AccountConnectionProcessor,\n AccountConnectionProviderFactory,\n AccountConnectionService,\n AccountProcessor,\n AccountProviderFactory,\n AccountQueryService,\n AccountService,\n BalanceSyncStrategyFactory,\n InstitutionProviderFactory,\n InstitutionService,\n InvestmentTransactionBalanceSyncStrategy,\n LoanBalanceSyncStrategy,\n TellerETL,\n TellerService,\n SecurityPricingProcessor,\n SecurityPricingService,\n TransactionBalanceSyncStrategy,\n UserProcessor,\n UserService,\n ValuationBalanceSyncStrategy,\n EmailService,\n EmailProcessor,\n TransactionService,\n} from '@maybe-finance/server/features'\nimport type { IMarketDataService } from '@maybe-finance/server/shared'\nimport {\n BullQueueFactory,\n CacheService,\n CryptoService,\n InMemoryQueueFactory,\n PgService,\n PolygonMarketDataService,\n QueueService,\n RedisCacheBackend,\n ServerUtil,\n} from '@maybe-finance/server/shared'\nimport Redis from 'ioredis'\nimport logger from './logger'\nimport prisma from './prisma'\nimport teller from './teller'\nimport { initializeEmailClient } from './email'\nimport stripe from './stripe'\nimport env from '../../env'\nimport { BullQueueEventHandler, WorkerErrorHandlerService } from '../services'\n\n// shared services\n\nconst redis = new Redis(env.NX_REDIS_URL, {\n retryStrategy: ServerUtil.redisRetryStrategy({ maxAttempts: 5 }),\n})\n\nexport const cryptoService = new CryptoService(env.NX_DATABASE_SECRET)\nexport const pgService = new PgService(logger.child({ service: 'PgService' }), env.NX_DATABASE_URL)\n\nexport const queueService = new QueueService(\n logger.child({ service: 'QueueService' }),\n process.env.NODE_ENV === 'test'\n ? new InMemoryQueueFactory()\n : new BullQueueFactory(\n logger.child({ service: 'BullQueueFactory' }),\n env.NX_REDIS_URL,\n new BullQueueEventHandler(logger.child({ service: 'BullQueueEventHandler' }), prisma)\n )\n)\n\nconst cacheService = new CacheService(\n logger.child({ service: 'CacheService' }),\n new RedisCacheBackend(redis)\n)\n\nexport const marketDataService: IMarketDataService = new PolygonMarketDataService(\n logger.child({ service: 'PolygonMarketDataService' }),\n env.NX_POLYGON_API_KEY,\n cacheService\n)\n\nexport const securityPricingService: ISecurityPricingService = new SecurityPricingService(\n logger.child({ service: 'SecurityPricingService' }),\n prisma,\n marketDataService\n)\n\n// providers\n\nconst tellerService = new TellerService(\n logger.child({ service: 'TellerService' }),\n prisma,\n teller,\n new TellerETL(logger.child({ service: 'TellerETL' }), prisma, teller, cryptoService),\n cryptoService,\n '',\n env.NX_TELLER_ENV === 'sandbox'\n)\n\n// account-connection\n\nconst accountConnectionProviderFactory = new AccountConnectionProviderFactory({\n teller: tellerService,\n})\n\nconst transactionStrategy = new TransactionBalanceSyncStrategy(\n logger.child({ service: 'TransactionBalanceSyncStrategy' }),\n prisma\n)\n\nconst investmentTransactionStrategy = new InvestmentTransactionBalanceSyncStrategy(\n logger.child({ service: 'InvestmentTransactionBalanceSyncStrategy' }),\n prisma\n)\n\nconst valuationStrategy = new ValuationBalanceSyncStrategy(\n logger.child({ service: 'ValuationBalanceSyncStrategy' }),\n prisma\n)\n\nconst loanStrategy = new LoanBalanceSyncStrategy(\n logger.child({ service: 'LoanBalanceSyncStrategy' }),\n prisma\n)\n\nconst balanceSyncStrategyFactory = new BalanceSyncStrategyFactory({\n INVESTMENT: investmentTransactionStrategy,\n DEPOSITORY: transactionStrategy,\n CREDIT: transactionStrategy,\n LOAN: loanStrategy,\n PROPERTY: valuationStrategy,\n VEHICLE: valuationStrategy,\n OTHER_ASSET: valuationStrategy,\n OTHER_LIABILITY: valuationStrategy,\n})\n\nexport const accountConnectionService = new AccountConnectionService(\n logger.child({ service: 'AccountConnectionService' }),\n prisma,\n accountConnectionProviderFactory,\n balanceSyncStrategyFactory,\n securityPricingService,\n queueService.getQueue('sync-account-connection')\n)\n\nconst transactionService = new TransactionService(\n logger.child({ service: 'TransactionService' }),\n prisma\n)\n\nexport const accountConnectionProcessor: IAccountConnectionProcessor =\n new AccountConnectionProcessor(\n logger.child({ service: 'AccountConnectionProcessor' }),\n accountConnectionService,\n transactionService,\n accountConnectionProviderFactory\n )\n\n// account\n\nexport const accountQueryService: IAccountQueryService = new AccountQueryService(\n logger.child({ service: 'AccountQueryService' }),\n pgService\n)\n\nexport const accountService: IAccountService = new AccountService(\n logger.child({ service: 'AccountService' }),\n prisma,\n accountQueryService,\n queueService.getQueue('sync-account'),\n queueService.getQueue('sync-account-connection'),\n balanceSyncStrategyFactory\n)\n\nconst accountProviderFactory = new AccountProviderFactory({\n // Since these are not in use yet, just commenting out for now\n // property: propertyService,\n // vehicle: vehicleService,\n})\n\nexport const accountProcessor: IAccountProcessor = new AccountProcessor(\n logger.child({ service: 'AccountProcessor' }),\n accountService,\n accountProviderFactory\n)\n\n// user\n\nexport const userService: IUserService = new UserService(\n logger.child({ service: 'UserService' }),\n prisma,\n accountQueryService,\n balanceSyncStrategyFactory,\n queueService.getQueue('sync-user'),\n queueService.getQueue('purge-user'),\n stripe\n)\n\nexport const userProcessor: IUserProcessor = new UserProcessor(\n logger.child({ service: 'UserProcessor' }),\n prisma,\n userService,\n accountService,\n accountConnectionService,\n accountConnectionProviderFactory\n)\n\n// security-pricing\n\nexport const securityPricingProcessor: ISecurityPricingProcessor = new SecurityPricingProcessor(\n logger.child({ service: 'SecurityPricingProcessor' }),\n securityPricingService\n)\n\n// institution\n\nconst institutionProviderFactory = new InstitutionProviderFactory({\n TELLER: tellerService,\n})\n\nexport const institutionService: IInstitutionService = new InstitutionService(\n logger.child({ service: 'InstitutionService' }),\n prisma,\n pgService,\n institutionProviderFactory\n)\n\n// worker services\n\nexport const workerErrorHandlerService = new WorkerErrorHandlerService(\n logger.child({ service: 'WorkerErrorHandlerService' })\n)\n\n// send-email\n\nexport const emailService: EmailService = new EmailService(\n logger.child({ service: 'EmailService' }),\n initializeEmailClient(),\n {\n from: env.NX_EMAIL_FROM_ADDRESS,\n replyTo: env.NX_EMAIL_REPLY_TO_ADDRESS,\n }\n)\n\nexport const emailProcessor: IEmailProcessor = new EmailProcessor(\n logger.child({ service: 'EmailProcessor' }),\n prisma,\n emailService\n)\n" }, { "path": "apps/workers/src/app/lib/email.ts", "content": "import { ServerClient as PostmarkServerClient } from 'postmark'\nimport nodemailer from 'nodemailer'\nimport type SMTPTransport from 'nodemailer/lib/smtp-transport'\nimport env from '../../env'\n\nexport function initializeEmailClient() {\n switch (env.NX_EMAIL_PROVIDER) {\n case 'postmark':\n if (env.NX_EMAIL_PROVIDER_API_TOKEN) {\n return new PostmarkServerClient(env.NX_EMAIL_PROVIDER_API_TOKEN)\n } else {\n return undefined\n }\n case 'smtp':\n if (\n !process.env.NX_EMAIL_SMTP_HOST ||\n !process.env.NX_EMAIL_SMTP_PORT ||\n !process.env.NX_EMAIL_SMTP_USERNAME ||\n !process.env.NX_EMAIL_SMTP_PASSWORD\n ) {\n return undefined\n } else {\n const transportOptions: SMTPTransport.Options = {\n host: process.env.NX_EMAIL_SMTP_HOST,\n port: Number(process.env.NX_EMAIL_SMTP_PORT),\n secure: process.env.NX_EMAIL_SMTP_SECURE === 'true',\n auth: {\n user: process.env.NX_EMAIL_SMTP_USERNAME,\n pass: process.env.NX_EMAIL_SMTP_PASSWORD,\n },\n }\n return nodemailer.createTransport(transportOptions)\n }\n default:\n return undefined\n }\n}\n" }, { "path": "apps/workers/src/app/lib/logger.ts", "content": "import { createLogger } from '@maybe-finance/server/shared'\n\nconst logger = createLogger({\n level: 'info',\n})\n\nexport default logger\n" }, { "path": "apps/workers/src/app/lib/prisma.ts", "content": "import { PrismaClient } from '@prisma/client'\nimport { DbUtil } from '@maybe-finance/server/shared'\nimport globalLogger from './logger'\n\nconst logger = globalLogger.child({ service: 'PrismaClient' })\n\n// https://stackoverflow.com/a/68328402\ndeclare global {\n var prisma: PrismaClient | undefined // eslint-disable-line\n}\n\nfunction createPrismaClient() {\n const prisma = new PrismaClient({\n log: [\n { emit: 'event', level: 'query' },\n { emit: 'event', level: 'info' },\n { emit: 'event', level: 'warn' },\n { emit: 'event', level: 'error' },\n ],\n })\n\n prisma.$on('query', ({ query, params, duration, ...data }) => {\n logger.silly(`Query: ${query}, Params: ${params}, Duration: ${duration}`, { ...data })\n })\n\n prisma.$on('info', ({ message, ...data }) => {\n logger.info(message, { ...data })\n })\n\n prisma.$on('warn', ({ message, ...data }) => {\n logger.warn(message, { ...data })\n })\n\n prisma.$on('error', ({ message, ...data }) => {\n logger.error(message, { ...data })\n })\n\n prisma.$use(DbUtil.slowQueryMiddleware(logger))\n\n return prisma\n}\n\n// Prevent multiple instances of Prisma Client in development\n// https://www.prisma.io/docs/guides/performance-and-optimization/connection-management#prevent-hot-reloading-from-creating-new-instances-of-prismaclient\n// https://www.prisma.io/docs/concepts/components/prisma-client/working-with-prismaclient/instantiate-prisma-client#the-number-of-prismaclient-instances-matters\nconst prisma = global.prisma || createPrismaClient()\n\nif (process.env.NODE_ENV === 'development') global.prisma = prisma\n\nexport default prisma\n" }, { "path": "apps/workers/src/app/lib/stripe.ts", "content": "import Stripe from 'stripe'\nimport env from '../../env'\n\nconst stripe = new Stripe(env.NX_STRIPE_SECRET_KEY, { apiVersion: '2022-08-01' })\n\nexport default stripe\n" }, { "path": "apps/workers/src/app/lib/teller.ts", "content": "import { TellerApi } from '@maybe-finance/teller-api'\n\nconst teller = new TellerApi()\n\nexport default teller\n" }, { "path": "apps/workers/src/app/services/bull-queue-event-handler.ts", "content": "import type { PrismaClient, User } from '@prisma/client'\nimport type { Job } from 'bull'\nimport type { Logger } from 'winston'\nimport type { BullQueue, IBullQueueEventHandler } from '@maybe-finance/server/shared'\nimport * as Sentry from '@sentry/node'\nimport { ErrorUtil } from '@maybe-finance/server/shared'\n\nconst printJob = (job: Job) =>\n `Job{queue=${job.queue.name} id=${job.id} name=${job.name} ts=${\n job.timestamp\n } data=${JSON.stringify(job.data)}}`\n\nexport class BullQueueEventHandler implements IBullQueueEventHandler {\n constructor(private readonly logger: Logger, private readonly prisma: PrismaClient) {}\n\n onQueueCreated({ queue }: BullQueue) {\n // https://github.com/OptimalBits/bull/blob/develop/REFERENCE.md#events\n queue.on('active', (job, _jobPromise) => {\n this.logger.info(`[job.active] ${printJob(job)}`)\n })\n\n queue.on('completed', (job, _result) => {\n this.logger.info(`[job.completed] ${printJob(job)}`)\n })\n\n queue.on('stalled', async (job) => {\n this.logger.warn(`[job.stalled] ${printJob(job)}`)\n })\n\n queue.on('lock-extension-failed', (job, err) => {\n this.logger.warn(`[job.lock-extension-failed] ${printJob(job)}`, { err })\n })\n\n queue.on('progress', (job, progress) => {\n this.logger.info(`[job.progress] ${printJob(job)}`, { progress })\n })\n\n queue.on('failed', async (job, error) => {\n this.logger.error(`[job.failed] ${printJob(job)}`, { error })\n\n const user = await this.getUserFromJob(job)\n\n Sentry.withScope((scope) => {\n scope.setUser(user ? {} : null)\n\n scope.setTags({\n 'queue.name': job.queue.name,\n 'job.name': job.name,\n })\n\n scope.setContext('Job Info', {\n queue: job.queue.name,\n job: job.name,\n attempts: job.attemptsMade,\n data: job.data,\n })\n\n const err = ErrorUtil.parseError(error)\n\n Sentry.captureException(error, {\n level: 'error',\n tags: err.sentryTags,\n contexts: err.sentryContexts,\n })\n })\n })\n\n queue.on('error', async (error) => {\n this.logger.error(`[queue.error]`, { error })\n\n const err = ErrorUtil.parseError(error)\n\n Sentry.captureException(error, {\n level: 'error',\n tags: err.sentryTags,\n contexts: {\n ...err.sentryContexts,\n queue: { name: queue.name },\n },\n })\n })\n }\n\n private async getUserFromJob(job: Job) {\n let user: Pick | undefined\n\n try {\n if (job.queue.name === 'sync-account' && 'accountId' in job.data) {\n const account = await this.prisma.account.findUniqueOrThrow({\n where: { id: job.data.accountId },\n include: {\n accountConnection: { include: { user: true } },\n user: true,\n },\n })\n\n user = account.user ?? account.accountConnection?.user\n }\n\n if (job.queue.name === 'sync-account-connection' && 'accountConnectionId' in job.data) {\n const accountConnection = await this.prisma.accountConnection.findUniqueOrThrow({\n where: { id: job.data.accountConnectionId },\n include: {\n user: true,\n },\n })\n\n user = accountConnection.user\n }\n\n return user\n } catch (err) {\n // Gracefully return if no user identified successfully\n return null\n }\n }\n}\n" }, { "path": "apps/workers/src/app/services/index.ts", "content": "export * from './worker-error.service'\nexport * from './bull-queue-event-handler'\n" }, { "path": "apps/workers/src/app/services/worker-error.service.ts", "content": "import type { Logger } from 'winston'\nimport * as Sentry from '@sentry/node'\nimport { ErrorUtil } from '@maybe-finance/server/shared'\n\ntype WorkerErrorContext = { variant: 'unhandled'; error: unknown }\n\nexport class WorkerErrorHandlerService {\n constructor(private readonly logger: Logger) {}\n\n async handleWorkersError(ctx: WorkerErrorContext) {\n const err = ErrorUtil.parseError(ctx.error)\n\n switch (ctx.variant) {\n case 'unhandled':\n this.logger.error(`[workers-unhandled] ${err.message}`, { error: err.metadata })\n\n Sentry.captureException(ctx.error, {\n level: 'error',\n tags: err.sentryTags,\n contexts: err.sentryContexts,\n })\n\n break\n default:\n return\n }\n }\n}\n" }, { "path": "apps/workers/src/assets/.gitkeep", "content": "" }, { "path": "apps/workers/src/env.ts", "content": "import { z } from 'zod'\n\nconst envSchema = z.object({\n NX_PORT: z.string().default('3334'),\n\n NX_DATABASE_URL: z.string(),\n NX_DATABASE_SECRET: z.string(),\n\n NX_TELLER_SIGNING_SECRET: z.string().default('REPLACE_THIS'),\n NX_TELLER_APP_ID: z.string().default('REPLACE_THIS'),\n NX_TELLER_ENV: z.string().default('sandbox'),\n\n NX_SENTRY_DSN: z.string().optional(),\n NX_SENTRY_ENV: z.string().optional(),\n\n NX_REDIS_URL: z.string().default('redis://localhost:6379'),\n\n NX_POLYGON_API_KEY: z.string().default(''),\n NX_POLYGON_TIER: z.string().default('basic'),\n\n NX_EMAIL_FROM_ADDRESS: z.string().default('account@maybe.co'),\n NX_EMAIL_REPLY_TO_ADDRESS: z.string().default('support@maybe.co'),\n NX_EMAIL_PROVIDER: z.string().optional(),\n NX_EMAIL_PROVIDER_API_TOKEN: z.string().optional(),\n\n NX_STRIPE_SECRET_KEY: z.string().default('sk_test_REPLACE_THIS'),\n\n NX_CDN_PRIVATE_BUCKET: z.string().default('REPLACE_THIS'),\n NX_CDN_PUBLIC_BUCKET: z.string().default('REPLACE_THIS'),\n\n STRIPE_API_KEY: z.string().optional(),\n})\n\nconst env = envSchema.parse(process.env)\n\nexport default env\n" }, { "path": "apps/workers/src/environments/environment.prod.ts", "content": "export const environment = {\n production: true,\n}\n" }, { "path": "apps/workers/src/environments/environment.ts", "content": "export const environment = {\n production: false,\n}\n" }, { "path": "apps/workers/src/main.ts", "content": "import express from 'express'\nimport cors from 'cors'\nimport * as Sentry from '@sentry/node'\nimport * as SentryTracing from '@sentry/tracing'\nimport { BullQueue } from '@maybe-finance/server/shared'\nimport logger from './app/lib/logger'\nimport prisma from './app/lib/prisma'\nimport {\n accountConnectionProcessor,\n accountProcessor,\n institutionService,\n queueService,\n securityPricingProcessor,\n userProcessor,\n emailProcessor,\n workerErrorHandlerService,\n} from './app/lib/di'\nimport env from './env'\nimport { cleanUpOutdatedJobs } from './utils'\n\n// Defaults from quickstart - https://docs.sentry.io/platforms/node/\nSentry.init({\n dsn: env.NX_SENTRY_DSN,\n environment: env.NX_SENTRY_ENV,\n maxValueLength: 8196,\n integrations: [\n new Sentry.Integrations.Http({ tracing: true }),\n new SentryTracing.Integrations.Postgres(),\n new SentryTracing.Integrations.Prisma({ client: prisma }),\n ],\n tracesSampleRate: 1.0,\n})\n\nconst syncUserQueue = queueService.getQueue('sync-user')\nconst syncConnectionQueue = queueService.getQueue('sync-account-connection')\nconst syncAccountQueue = queueService.getQueue('sync-account')\nconst syncSecurityQueue = queueService.getQueue('sync-security')\nconst purgeUserQueue = queueService.getQueue('purge-user')\nconst syncInstitutionQueue = queueService.getQueue('sync-institution')\nconst sendEmailQueue = queueService.getQueue('send-email')\n\nsyncUserQueue.process(\n 'sync-user',\n async (job) => {\n await userProcessor.sync(job.data)\n },\n { concurrency: 4 }\n)\n\nsyncAccountQueue.process(\n 'sync-account',\n async (job) => {\n await accountProcessor.sync(job.data)\n },\n { concurrency: 4 }\n)\n\n/**\n * sync-account-connection queue\n */\nsyncConnectionQueue.process(\n 'sync-connection',\n async (job) => {\n await accountConnectionProcessor.sync(job.data, async (progress) => {\n try {\n await job.progress(progress)\n } catch (e) {\n logger.warn('Failed to update SYNC_CONNECTION job progress', job.data)\n }\n })\n },\n { concurrency: 4 }\n)\n\n/**\n * sync-security queue\n */\nsyncSecurityQueue.process(\n 'sync-all-securities',\n async () => await securityPricingProcessor.syncAll()\n)\n\n/**\n * sync-us-stock-ticker queue\n */\nsyncSecurityQueue.process(\n 'sync-us-stock-tickers',\n async () => await securityPricingProcessor.syncUSStockTickers()\n)\n\n/**\n * purge-user queue\n */\npurgeUserQueue.process(\n 'purge-user',\n async (job) => {\n await userProcessor.delete(job.data)\n },\n { concurrency: 4 }\n)\n\n/**\n * sync-all-securities queue\n */\n\n// If no securities exist, sync them immediately\n// Otherwise, schedule the job to run every 24 hours\n// Use same jobID to prevent duplicates and rate limiting\nsyncSecurityQueue.cancelJobs().then(() => {\n if (!env.NX_POLYGON_API_KEY) {\n logger.warn('No Polygon API key found, skipping adding jobs to queue')\n return\n }\n prisma.security\n .count({\n where: {\n providerName: 'polygon',\n },\n })\n .then((count) => {\n // If no securities exist, sync them immediately except in development\n // In development, sync manually to avoid hot reloads causing rate issues\n if (count === 0 && process.env.NODE_ENV !== 'development') {\n syncSecurityQueue.add(\n 'sync-us-stock-tickers',\n {},\n {\n delay: 15_000,\n removeOnFail: true,\n }\n )\n } else {\n syncSecurityQueue.add(\n 'sync-us-stock-tickers',\n {},\n {\n repeat: { cron: '0 */24 * * *' }, // Run every 24 hours\n jobId: Date.now().toString(),\n }\n )\n }\n // Do not run if on the free tier (rate limits)\n if (env.NX_POLYGON_TIER !== 'basic') {\n syncSecurityQueue.add(\n 'sync-all-securities',\n {},\n {\n repeat: { cron: '*/5 * * * *' }, // Run every 5 minutes\n jobId: Date.now().toString(),\n }\n )\n } else if (env.NX_POLYGON_TIER === 'basic') {\n syncSecurityQueue.add(\n 'sync-all-securities',\n {},\n {\n repeat: { cron: '* 3 * * *' }, // Run at 3am to avoid rate limits\n jobId: Date.now().toString(),\n }\n )\n }\n })\n})\n\n/**\n * sync-institution queue\n */\nsyncInstitutionQueue.process(\n 'sync-teller-institutions',\n async () => await institutionService.sync('TELLER')\n)\n\nsyncInstitutionQueue.add(\n 'sync-teller-institutions',\n {},\n {\n repeat: { cron: '0 */24 * * *' }, // Run every 24 hours\n jobId: Date.now().toString(),\n }\n)\n\n/**\n * send-email queue\n */\nsendEmailQueue.process('send-email', async (job) => await emailProcessor.send(job.data))\n\nif (env.STRIPE_API_KEY) {\n sendEmailQueue.add(\n 'send-email',\n { type: 'trial-reminders' },\n { repeat: { cron: '0 */12 * * *' } } // Run every 12 hours\n )\n}\n\n// Fallback - usually triggered by errors not handled (or thrown) within the Bull event handlers (see above)\nprocess.on(\n 'uncaughtException',\n async (error) =>\n await workerErrorHandlerService.handleWorkersError({ variant: 'unhandled', error })\n)\n\n// Fallback - usually triggered by errors not handled (or thrown) within the Bull event handlers (see above)\nprocess.on(\n 'unhandledRejection',\n async (error) =>\n await workerErrorHandlerService.handleWorkersError({ variant: 'unhandled', error })\n)\n\n// Replace any jobs that have changed cron schedules and ensures only\n// one repeatable jobs for each type is running\nconst queues = [syncSecurityQueue, syncInstitutionQueue]\ncleanUpOutdatedJobs(queues)\n\nconst app = express()\n\napp.use(cors())\n\n// Make sure that at least 1 of the queues is ready and Redis is connected properly\napp.get('/health', (_req, res, _next) => {\n syncConnectionQueue\n .isHealthy()\n .then((isHealthy) => {\n if (isHealthy) {\n res.status(200).json({ success: true, message: 'Queue is healthy' })\n } else {\n res.status(500).json({ success: false, message: 'Queue is not healthy' })\n }\n })\n .catch((err) => {\n console.log(err)\n res.status(500).json({ success: false, message: 'Queue health check failed' })\n })\n})\n\nconst server = app.listen(env.NX_PORT, () => {\n logger.info(`Worker health server started on port ${env.NX_PORT}`)\n})\n\nasync function onShutdown() {\n logger.info('[shutdown.start]')\n\n await new Promise((resolve) => server.close(resolve))\n\n // shutdown queues\n try {\n await Promise.allSettled(\n queueService.allQueues\n .filter((q): q is BullQueue => q instanceof BullQueue)\n .map((q) => q.queue.close())\n )\n } catch (error) {\n logger.error('[shutdown.error]', error)\n } finally {\n logger.info('[shutdown.complete]')\n process.exitCode = 0\n }\n}\n\nprocess.on('SIGINT', onShutdown)\nprocess.on('SIGTERM', onShutdown)\nprocess.on('exit', (code) => logger.info(`[exit] code=${code}`))\n\nlogger.info(`🚀 worker started`)\n" }, { "path": "apps/workers/src/utils.ts", "content": "import type { IQueue } from '@maybe-finance/server/shared'\nimport type { JobInformation } from 'bull'\n\nexport async function cleanUpOutdatedJobs(queues: IQueue[]) {\n for (const queue of queues) {\n const repeatedJobs = await queue.getRepeatableJobs()\n\n const outdatedJobs = filterOutdatedJobs(repeatedJobs)\n for (const job of outdatedJobs) {\n await queue.removeRepeatableByKey(job.key)\n }\n }\n}\n\nfunction filterOutdatedJobs(jobs: JobInformation[]) {\n const jobGroups = new Map()\n\n jobs.forEach((job) => {\n if (!jobGroups.has(job.name)) {\n jobGroups.set(job.name, [])\n }\n jobGroups.get(job.name).push(job)\n })\n\n const mostRecentJobs = new Map()\n jobGroups.forEach((group, name) => {\n const mostRecentJob = group.reduce((mostRecent, current) => {\n if (current.id === null) return mostRecent\n const currentIdTime = current.id\n const mostRecentIdTime = mostRecent ? mostRecent.id : 0\n\n return currentIdTime > mostRecentIdTime ? current : mostRecent\n }, null)\n\n if (mostRecentJob) {\n mostRecentJobs.set(name, mostRecentJob.id)\n }\n })\n\n return jobs.filter((job: JobInformation) => {\n const mostRecentId = mostRecentJobs.get(job.name)\n return job.id === null || job.id !== mostRecentId\n })\n}\n" }, { "path": "apps/workers/tsconfig.app.json", "content": "{\n \"extends\": \"./tsconfig.json\",\n \"compilerOptions\": {\n \"outDir\": \"../../dist/out-tsc\",\n \"module\": \"commonjs\",\n \"types\": [\"node\"]\n },\n \"exclude\": [\"**/*.spec.ts\", \"**/*.test.ts\", \"**/*.test-helper.ts\", \"jest.config.ts\"],\n \"include\": [\"**/*.ts\", \"../../custom-express.d.ts\"]\n}\n" }, { "path": "apps/workers/tsconfig.json", "content": "{\n \"extends\": \"../../tsconfig.base.json\",\n \"compilerOptions\": {\n \"esModuleInterop\": true,\n \"noImplicitAny\": false,\n \"strict\": true,\n \"strictNullChecks\": true\n },\n \"files\": [],\n \"include\": [],\n \"references\": [\n {\n \"path\": \"./tsconfig.app.json\"\n },\n {\n \"path\": \"./tsconfig.spec.json\"\n }\n ]\n}\n" }, { "path": "apps/workers/tsconfig.spec.json", "content": "{\n \"extends\": \"./tsconfig.json\",\n \"compilerOptions\": {\n \"outDir\": \"../../dist/out-tsc\",\n \"module\": \"commonjs\",\n \"types\": [\"jest\", \"node\"]\n },\n \"include\": [\n \"**/*.spec.ts\",\n \"**/*.test.ts\",\n \"**/*.d.ts\",\n \"**/*.test-helper.ts\",\n \"jest.config.ts\"\n ]\n}\n" }, { "path": "babel.config.json", "content": "{\n \"babelrcRoots\": [\"*\"]\n}\n" }, { "path": "custom-express.d.ts", "content": "import express, { Send, Response, Request } from 'express'\nimport { SharedType } from '@maybe-finance/shared'\n\n// Because this is a module, need to escape from module scope and enter global scope so declaration merging works correctly\ndeclare global {\n namespace Express {\n interface Request {\n // Add custom properties here (i.e. if props are defined with middleware)\n user?: User & SharedType.MaybeCustomClaims\n }\n\n interface Response {\n json(data: any): Send\n superjson(data: any): Send\n }\n }\n}\n" }, { "path": "docker-compose.test.yml", "content": "---\nversion: '3.9'\n\nservices:\n server:\n env_file: .env\n container_name: maybe-server\n profiles: [maybe]\n image: ghcr.io/maybe/maybe:main\n ports:\n - 3333\n environment:\n NEXTAUTH_URL: &canonical https://maybe.example.com\n NX_NEXTAUTH_URL: *canonical\n NX_CLIENT_URL: *canonical\n NX_CLIENT_URL_CUSTOM: *canonical\n NEXT_PUBLIC_API_URL: &next_public_api_url https://maybe-server.example.com\n NX_API_URL: &nx_api_url https://maybe-server.example.com\n NX_REDIS_URL: &nx_redis_url redis://redis:6379\n NODE_ENV: production\n client:\n env_file: .env\n container_name: maybe-client\n profiles: [maybe]\n image: ghcr.io/maybe/maybe-client:main\n ports:\n - 4200\n environment:\n NEXTAUTH_URL: *canonical\n NX_NEXTAUTH_URL: *canonical\n NX_CLIENT_URL: *canonical\n NX_CLIENT_URL_CUSTOM: *canonical\n NEXT_PUBLIC_API_URL: *next_public_api_url\n NX_API_URL: *nx_api_url\n NX_REDIS_URL: *nx_redis_url\n NODE_ENV: production\n worker:\n env_file: .env\n container_name: maybe-worker\n profiles: [maybe]\n image: ghcr.io/maybe/maybe-worker:main\n ports:\n - 3334\n environment:\n NEXTAUTH_URL: *canonical\n NX_NEXTAUTH_URL: *canonical\n NX_CLIENT_URL: *canonical\n NX_CLIENT_URL_CUSTOM: *canonical\n NEXT_PUBLIC_API_URL: *next_public_api_url\n NX_API_URL: *nx_api_url\n NX_REDIS_URL: *nx_redis_url\n NODE_ENV: production" }, { "path": "docker-compose.yml", "content": "---\nversion: '3.9'\n\nservices:\n postgres:\n container_name: postgres\n profiles: [services]\n image: timescale/timescaledb:latest-pg14\n ports:\n - 5433:5432\n environment:\n POSTGRES_USER: maybe\n POSTGRES_PASSWORD: maybe\n POSTGRES_DB: maybe_local\n volumes:\n - postgres_data:/var/lib/postgresql/data\n\n redis:\n container_name: redis\n profiles: [services]\n image: redis:6.2-alpine\n ports:\n - 6379:6379\n command: 'redis-server --bind 0.0.0.0'\n\n ngrok:\n env_file: .env\n image: shkoliar/ngrok:latest\n profiles: [ngrok]\n container_name: ngrok\n ports:\n - 4551:4551\n environment:\n - DOMAIN=${NGROK_DOMAIN:-host.docker.internal}\n - PORT=3333\n - AUTH_TOKEN=${NGROK_AUTH_TOKEN}\n - DEBUG=true\n\n stripe:\n container_name: stripe\n image: stripe/stripe-cli:latest\n profiles: [stripe]\n command: listen --forward-to host.docker.internal:3333/v1/stripe/webhook --log-level warn\n extra_hosts:\n - 'host.docker.internal:host-gateway'\n environment:\n - STRIPE_API_KEY=${STRIPE_SECRET_KEY}\n tty: true\n\nvolumes:\n postgres_data:\n" }, { "path": "jest.config.ts", "content": "const { getJestProjects } = require('@nrwl/jest')\n\nexport default {\n projects: getJestProjects(),\n}\n" }, { "path": "jest.preset.js", "content": "const nxPreset = require('@nrwl/jest/preset').default\n\nmodule.exports = { ...nxPreset }\n" }, { "path": "libs/.gitkeep", "content": "" }, { "path": "libs/client/features/.babelrc", "content": "{\n \"presets\": [\n [\n \"@nrwl/react/babel\",\n {\n \"runtime\": \"automatic\",\n \"useBuiltIns\": \"usage\"\n }\n ]\n ],\n \"plugins\": []\n}\n" }, { "path": "libs/client/features/.eslintrc.json", "content": "{\n \"extends\": [\"plugin:@nrwl/nx/react\", \"../../../.eslintrc.json\"],\n \"ignorePatterns\": [\"!**/*\"],\n \"overrides\": [\n {\n \"files\": [\"*.ts\", \"*.tsx\", \"*.js\", \"*.jsx\"],\n \"rules\": {}\n },\n {\n \"files\": [\"*.ts\", \"*.tsx\"],\n \"rules\": {}\n },\n {\n \"files\": [\"*.js\", \"*.jsx\"],\n \"rules\": {}\n }\n ]\n}\n" }, { "path": "libs/client/features/jest.config.ts", "content": "/* eslint-disable */\nexport default {\n displayName: 'client-features',\n preset: '../../../jest.preset.js',\n transform: {\n '^.+\\\\.[tj]sx?$': ['babel-jest', { presets: ['@nrwl/react/babel'] }],\n },\n moduleFileExtensions: ['ts', 'tsx', 'js', 'jsx'],\n coverageDirectory: '../../../coverage/libs/client/features',\n}\n" }, { "path": "libs/client/features/src/account/AccountMenu.tsx", "content": "import type { SharedType } from '@maybe-finance/shared'\nimport { useAccountContext } from '@maybe-finance/client/shared'\nimport { Menu } from '@maybe-finance/design-system'\nimport { RiDeleteBin5Line, RiPencilLine } from 'react-icons/ri'\nimport { useRouter } from 'next/router'\n\ntype Props = {\n account?: SharedType.AccountDetail\n}\n\nexport function AccountMenu({ account }: Props) {\n const { editAccount, deleteAccount } = useAccountContext()\n const router = useRouter()\n\n if (!account) return null\n\n return (\n \n \n \n \n \n } onClick={() => editAccount(account)}>\n Edit\n \n {!account.accountConnectionId && (\n }\n destructive\n onClick={() => deleteAccount(account, () => router.push('/'))}\n >\n Delete\n \n )}\n \n \n )\n}\n" }, { "path": "libs/client/features/src/account/AccountsSidebar.tsx", "content": "import type { AccordionRowProps } from '@maybe-finance/design-system'\nimport type { SharedType } from '@maybe-finance/shared'\nimport { useCallback, useMemo } from 'react'\nimport {\n RiAlertLine,\n RiCloseFill,\n RiInformationLine as InfoIcon,\n RiInformationLine,\n} from 'react-icons/ri'\nimport { AnimatePresence, motion } from 'framer-motion'\nimport { AccordionRow, LoadingPlaceholder, TrendLine } from '@maybe-finance/design-system'\nimport classNames from 'classnames'\nimport type DecimalJS from 'decimal.js'\nimport { AiOutlineExclamationCircle } from 'react-icons/ai'\nimport {\n useAccountApi,\n useQueryParam,\n useUserAccountContext,\n useProviderStatus,\n useAccountContext,\n useLocalStorage,\n} from '@maybe-finance/client/shared'\nimport { NumberUtil } from '@maybe-finance/shared'\n\nfunction SidebarAccountsLoader() {\n return (\n
\n {Array(6)\n .fill(0)\n .map((_, idx) => {\n return (\n
\n \n
\n )\n })}\n
\n )\n}\n\nexport default function AccountsSidebar() {\n const { useAccountRollup } = useAccountApi()\n const activeAccountId = useQueryParam('accountId', 'number')\n\n const providerStatus = useProviderStatus()\n\n const { someConnectionsSyncing, someAccountsSyncing, connectionsSyncing, syncProgress } =\n useUserAccountContext()\n\n const { dateRange } = useAccountContext()\n\n const connectionsStatus = useMemo(\n () => ({\n syncing: someAccountsSyncing || someConnectionsSyncing,\n pending:\n connectionsSyncing.filter((connection) => connection.syncStatus === 'PENDING')\n .length > 0,\n }),\n [someAccountsSyncing, someConnectionsSyncing, connectionsSyncing]\n )\n\n const { error, data } = useAccountRollup(dateRange)\n\n const isLoading = useMemo(() => {\n if (error) {\n return false\n }\n\n if (!connectionsStatus.syncing && data) {\n return false\n }\n\n // If any connection is syncing and there are > 1 accounts, show the accounts\n if (connectionsStatus.syncing && data && data.length > 0) {\n return false\n }\n\n return true\n }, [data, error, connectionsStatus])\n\n const [toggleState, setToggleState] = useLocalStorage<{ [key: string]: boolean }>(\n 'ACCOUNTS_LIST_TOGGLE_STATE',\n {}\n )\n\n const updateToggleState = useCallback(\n (key: string, isExpanded: boolean) => {\n setToggleState({\n ...toggleState,\n [key]: isExpanded,\n })\n },\n [toggleState, setToggleState]\n )\n\n if (error) {\n return (\n
\n \n

Unable to load accounts

\n
\n )\n }\n\n if (!isLoading && (!data || !data.length)) {\n return (\n
\n \n

No accounts found

\n
\n )\n }\n\n return (\n
\n \n {syncProgress && (\n \n {syncProgress.description}...\n
\n
\n {syncProgress.progress ? (\n \n ) : (\n \n )}\n
\n
\n \n )}\n \n {providerStatus.statusMessage && (\n
\n \n \n \n {providerStatus.isCollapsed ? (\n <>\n

Data provider service disruption

\n providerStatus.expand()}>\n \n \n \n ) : (\n <>\n

{providerStatus.statusMessage}

\n providerStatus.dismiss()}>\n \n \n \n )}\n
\n )}\n {isLoading || !data ? (\n \n ) : (\n data.map(({ key: classification, title, balances, items }) => (\n updateToggleState(title, isExpanded)}\n expanded={toggleState[title] !== false}\n syncing={items.some(({ items }) => items.some((a) => a.syncing))}\n >\n {items.map(({ key: category, title, balances, items }) => (\n \n updateToggleState(`${title}-${classification}`, isExpanded)\n }\n expanded={toggleState[title] !== false}\n level={1}\n syncing={items.some((a) => a.syncing)}\n >\n {items.map(({ id, name, mask, connection, balances, syncing }) => (\n \n ))}\n \n ))}\n \n ))\n )}\n
\n )\n}\n\nfunction AccountsSidebarRow({\n label,\n level = 0,\n balances,\n institutionName,\n accountMask,\n inverted = false,\n syncing = false,\n active = false,\n url,\n ...rest\n}: AccordionRowProps & {\n label: string\n balances: { date: string; balance: SharedType.Decimal }[]\n institutionName?: string | null\n accountMask?: string | null\n inverted?: boolean\n syncing?: boolean\n active?: boolean\n url?: string\n}) {\n const startBalance = balances[0].balance\n const endBalance = balances[balances.length - 1].balance\n\n const percentChange = NumberUtil.calculatePercentChange(startBalance, endBalance)\n\n let isPositive = balances.length > 1 && (endBalance as DecimalJS).gt(startBalance as DecimalJS)\n if (inverted) isPositive = !isPositive\n\n const overlayClassName = ['!bg-gray-400', '!bg-gray-600', '!bg-gray-700'][level]\n\n // Hide flat lines or inifite\n const hasValidValue = !percentChange.isZero() && percentChange.isFinite()\n\n return (\n \n
\n

{label}

\n\n {(institutionName || accountMask) && (\n
\n {institutionName && (\n {institutionName}\n )}\n {accountMask && (\n \n  ···· {accountMask}\n \n )}\n
\n )}\n
\n\n {balances.length && (\n
\n \n
\n {syncing\n ? '$X,XXX,XXX'\n : NumberUtil.format(endBalance, 'currency', {\n minimumFractionDigits: 0,\n maximumFractionDigits: 0,\n })}\n
\n \n {(balances.length > 1 || syncing) && hasValidValue && (\n
\n \n {!syncing && (\n
\n ({\n key: date,\n value: balance.toNumber(),\n }))}\n />\n
\n )}\n \n {syncing\n ? '+XXX%'\n : NumberUtil.format(percentChange, 'percent')}\n \n \n
\n )}\n
\n )}\n \n }\n />\n )\n}\n" }, { "path": "libs/client/features/src/account/PageTitle.tsx", "content": "import type { SharedType } from '@maybe-finance/shared'\nimport { SmallDecimals, TrendBadge } from '@maybe-finance/client/shared'\nimport { LoadingPlaceholder } from '@maybe-finance/design-system'\n\ntype Props = {\n isLoading: boolean\n title?: string\n value?: string\n trend?: SharedType.Trend\n trendLabel?: string\n trendNegative?: boolean\n}\n\nexport function PageTitle({ isLoading, title, value, trend, trendLabel, trendNegative }: Props) {\n return (\n
\n Placeholder Title}\n >\n {title &&

{title}

}\n \n\n \n \n \n }\n >\n

\n \n

\n \n\n }\n >\n \n {trend && (\n \n )}\n \n \n
\n )\n}\n" }, { "path": "libs/client/features/src/account/index.ts", "content": "export * from './AccountMenu'\nexport { default as AccountSidebar } from './AccountsSidebar'\nexport * from './PageTitle'\n" }, { "path": "libs/client/features/src/accounts-list/Account.tsx", "content": "import type { SharedType } from '@maybe-finance/shared'\nimport cn from 'classnames'\nimport { Button, Menu, Toggle, Tooltip } from '@maybe-finance/design-system'\nimport { useAccountApi, useAccountContext } from '@maybe-finance/client/shared'\nimport { NumberUtil, AccountUtil } from '@maybe-finance/shared'\nimport { DateTime } from 'luxon'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport debounce from 'lodash/debounce'\n\ntype AccountProps = {\n account: SharedType.Account\n readonly?: boolean\n onEdit?(): void\n editLabel?: string\n canDelete?: boolean\n showAccountDescription?: boolean\n}\n\nexport default function Account({\n account,\n readonly = false,\n onEdit,\n editLabel = 'Edit',\n canDelete = false,\n showAccountDescription = true,\n}: AccountProps) {\n const { useSyncAccount, useAccountBalances } = useAccountApi()\n\n const { deleteAccount } = useAccountContext()\n\n const syncAccount = useSyncAccount()\n const accountBalancesQuery = useAccountBalances({\n id: account.id,\n start: DateTime.now().toISODate(),\n end: DateTime.now().toISODate(),\n })\n\n let accountTypeName = AccountUtil.getAccountTypeName(account.category, account.subcategory)\n accountTypeName = accountTypeName\n ? accountTypeName.charAt(0).toUpperCase() + accountTypeName.slice(1)\n : null\n\n const renderAccountDescription = () => {\n if (!showAccountDescription) return null\n\n if (!accountTypeName && !account.mask) return null\n\n return (\n
\n {accountTypeName ?? 'Account'}\n {account.mask && <> ending in ···· {account.mask}}\n
\n )\n }\n\n return (\n
  • \n \n
    \n \n
    {account.name}
    \n {renderAccountDescription()}\n
    \n
    \n {onEdit && (\n \n \n \n )}\n {canDelete && (\n \n deleteAccount(account)}\n disabled={readonly}\n >\n \n \n \n )}\n {process.env.NODE_ENV === 'development' && (\n \n \n \n \n \n syncAccount.mutate(account.id)}\n >\n Sync\n \n \n \n )}\n
    \n \n {accountBalancesQuery.data ? (\n \n {NumberUtil.format(accountBalancesQuery.data.today?.balance, 'currency')}\n \n ) : (\n ...\n )}\n
    • \n )\n}\n\nfunction AccountToggle({\n account,\n disabled,\n}: {\n account: SharedType.Account\n disabled: boolean\n}): JSX.Element {\n const { useUpdateAccount } = useAccountApi()\n const { mutateAsync } = useUpdateAccount()\n\n const [isActive, setIsActive] = useState(account.isActive)\n\n useEffect(() => setIsActive(account.isActive), [account.isActive])\n\n const debouncedMutate = useMemo(\n () =>\n debounce(async (checked: boolean) => {\n try {\n await mutateAsync({\n id: account.id,\n data: { data: { isActive: checked } },\n })\n } catch (e) {\n setIsActive(!checked)\n }\n }, 500),\n [mutateAsync, account.id]\n )\n\n const onChange = useCallback(\n (checked: boolean) => {\n setIsActive(checked)\n debouncedMutate(checked)\n },\n [debouncedMutate]\n )\n\n return (\n \n )\n}\n" }, { "path": "libs/client/features/src/accounts-list/AccountDevTools.tsx", "content": "import Link from 'next/link'\nimport { useState } from 'react'\nimport {\n useAccountConnectionApi,\n useInstitutionApi,\n useSecurityApi,\n useUserApi,\n} from '@maybe-finance/client/shared'\nimport { Button, Input, Dialog } from '@maybe-finance/design-system'\nimport { type SubmitHandler, useForm } from 'react-hook-form'\nimport { toast } from 'react-hot-toast'\n\nexport function AccountDevTools() {\n const [open, setOpen] = useState(false)\n\n const { useDeleteAllConnections } = useAccountConnectionApi()\n const { useSyncInstitutions, useDeduplicateInstitutions } = useInstitutionApi()\n const { useSyncUSStockTickers, useSyncSecurityPricing } = useSecurityApi()\n\n const deleteAllConnections = useDeleteAllConnections()\n const syncInstitutions = useSyncInstitutions()\n const deduplicateInstitutions = useDeduplicateInstitutions()\n const syncUSStockTickers = useSyncUSStockTickers()\n const syncSecurityPricing = useSyncSecurityPricing()\n\n return process.env.NODE_ENV === 'development' ? (\n
    \n
    \n Dev Tools \n
    \n

    \n This section along with anything in red text will\n NOT show in production and are solely for making testing easier.\n

    \n
    \n

    Actions:

    \n deleteAllConnections.mutate()}\n >\n Delete all connections\n \n \n BullMQ Dashboard\n \n syncInstitutions.mutate()}\n >\n Sync institutions\n \n deduplicateInstitutions.mutate()}\n >\n Deduplicate institutions\n \n syncUSStockTickers.mutate()}\n >\n Sync stock tickers\n \n syncSecurityPricing.mutate()}\n >\n Sync stock pricing\n \n \n
    \n setOpen(false)}>\n Send test email\n \n \n \n \n
    \n ) : null\n}\n\nexport default AccountDevTools\n\ntype TestEmailFormProps = {\n setOpen: (open: boolean) => void\n}\n\ntype EmailFormFields = {\n recipient: string\n subject: string\n body: string\n}\n\nfunction TestEmailForm({ setOpen }: TestEmailFormProps) {\n const { register, handleSubmit } = useForm()\n const { useSendTestEmail, useAuthProfile } = useUserApi()\n const sendTestEmail = useSendTestEmail()\n const authUser = useAuthProfile()\n\n const onSubmit: SubmitHandler = (data) => {\n if (authUser.data?.email !== data.recipient) {\n toast.error('You can only send test emails to yourself.')\n return\n }\n sendTestEmail.mutate(data)\n setOpen(false)\n }\n\n return (\n
    \n \n \n \n \n \n )\n}\n" }, { "path": "libs/client/features/src/accounts-list/AccountGroup.tsx", "content": "import { Disclosure } from '@headlessui/react'\nimport { Button } from '@maybe-finance/design-system'\nimport classNames from 'classnames'\n\ntype AccountGroupProps = {\n title: string\n subtitle: React.ReactNode\n content: React.ReactNode\n menu?: React.ReactNode\n footer?: React.ReactNode\n}\n\nexport function AccountGroup({ title, subtitle, content, menu, footer }: AccountGroupProps) {\n return (\n \n {({ open }) => (\n <>\n
    \n
    \n

    {title}

    \n

    {subtitle}

    \n
    \n
    \n {menu}\n \n \n \n
    \n
    \n\n \n
    {content}
    \n
    {footer}
    \n     \n \n )}\n \n )\n}\n" }, { "path": "libs/client/features/src/accounts-list/AccountGroupContainer.tsx", "content": "import type { PropsWithChildren } from 'react'\n\nexport type AccountGroupContainerProps = PropsWithChildren<{\n title: string\n subtitle?: string\n}>\n\nexport function AccountGroupContainer({\n title,\n subtitle = '',\n children,\n}: AccountGroupContainerProps) {\n return (\n
    \n
    \n
    {title}
    \n

    {subtitle}

    \n
    \n
      {children}
    \n
    \n )\n}\n" }, { "path": "libs/client/features/src/accounts-list/ConnectedAccountGroup.tsx", "content": "import { Button, Menu } from '@maybe-finance/design-system'\nimport type { SharedType } from '@maybe-finance/shared'\nimport Account from './Account'\nimport { AccountGroup } from './AccountGroup'\nimport { RiLinkUnlink as UnlinkIcon, RiRefreshLine, RiHistoryLine } from 'react-icons/ri'\nimport {\n useAccountConnectionApi,\n useAccountContext,\n useAxiosWithAuth,\n useLastUpdated,\n} from '@maybe-finance/client/shared'\nimport { DateTime } from 'luxon'\nimport { AiOutlineSync, AiOutlineExclamationCircle } from 'react-icons/ai'\nimport { RiDownloadLine } from 'react-icons/ri'\n\nexport interface ConnectedAccountGroupProps {\n connection: SharedType.ConnectionWithAccounts\n}\n\nexport function ConnectedAccountGroup({ connection }: ConnectedAccountGroupProps) {\n const { axios } = useAxiosWithAuth()\n\n const { editAccount } = useAccountContext()\n\n const { useDisconnectConnection, useSyncConnection, useDeleteConnection, useUpdateConnection } =\n useAccountConnectionApi()\n\n const disconnectConnection = useDisconnectConnection()\n const deleteConnection = useDeleteConnection()\n const syncConnection = useSyncConnection()\n const updateConnection = useUpdateConnection()\n\n const { status, message } = useAccountConnectionStatus(connection)\n\n return (\n 0 ? (\n
      \n {connection.accounts.map((account) => (\n editAccount(account)}\n editLabel=\"Edit\"\n />\n ))}\n
    \n ) : (\n

    \n {connection.syncStatus === 'PENDING' || connection.syncStatus === 'SYNCING'\n ? 'Your accounts are currently syncing. Please check back later.'\n : 'No accounts found. Try syncing again.'}\n

    \n )\n }\n menu={\n <>\n {process.env.NODE_ENV === 'development' && (\n \n \n \n \n \n \n axios.post(`/connections/${connection.id}/sync/balances`)\n }\n >\n Sync Balances\n \n \n axios.post(`/connections/${connection.id}/sync/investments`)\n }\n >\n Sync Investments\n \n deleteConnection.mutate(connection.id)}\n >\n Delete permanently\n \n \n \n )}\n \n \n \n \n \n }\n destructive\n onClick={() => disconnectConnection.mutate(connection.id)}\n >\n Disconnect account\n \n \n \n \n }\n footer={\n
    \n
    {message}
    \n
    \n {/* Provide user a fallback if their connection gets \"stuck\" in the syncing state */}\n {connection.syncStatus !== 'IDLE' && (\n {\n await updateConnection.mutateAsync({\n id: connection.id,\n data: { syncStatus: 'IDLE' },\n })\n }}\n >\n Cancel\n \n )}\n\n syncConnection.mutate(connection.id)}\n disabled={syncConnection.isLoading || connection.syncStatus !== 'IDLE'}\n >\n {syncConnection.isLoading || connection.syncStatus !== 'IDLE' ? (\n
    \n \n Syncing...\n
    \n ) : (\n 'Sync Account'\n )}\n \n
    \n
    \n }\n />\n )\n}\n\nfunction useAccountConnectionStatus(connection: SharedType.ConnectionWithAccounts): {\n status?: React.ReactNode\n message?: React.ReactNode\n} {\n const lastUpdated = useLastUpdated(DateTime.fromJSDate(connection.updatedAt))\n\n switch (connection.syncStatus) {\n case 'PENDING':\n case 'SYNCING': {\n return {\n status: Syncing...,\n }\n }\n }\n\n switch (connection.status) {\n case 'OK': {\n return {\n status: lastUpdated,\n message: null,\n }\n }\n case 'ERROR': {\n return {\n status: (\n
    \n \n

    Syncing issue detected

    \n
    \n ),\n message: (\n
    \n \n

    Please try syncing again

    \n
    \n ),\n }\n }\n }\n\n return {}\n}\n" }, { "path": "libs/client/features/src/accounts-list/DeleteConnectionDialog.tsx", "content": "import { useAccountConnectionApi } from '@maybe-finance/client/shared'\nimport { Alert, Button, Dialog } from '@maybe-finance/design-system'\nimport type { SharedType } from '@maybe-finance/shared'\n\nexport interface DeleteConnectionDialogProps {\n connection: SharedType.ConnectionWithAccounts\n isOpen: boolean\n onClose: () => void\n}\n\nexport function DeleteConnectionDialog({\n connection,\n isOpen,\n onClose,\n}: DeleteConnectionDialogProps) {\n const { useDeleteConnection } = useAccountConnectionApi()\n\n const deleteConnection = useDeleteConnection()\n\n return (\n \n Delete account?\n \n \n This action cannot be undone\n \n

    \n Deleting {connection.name} will permanently\n remove {connection.accounts.length} accounts{' '}\n and all other related data. This will impact other views such as your net worth\n dashboard.\n

    \n
    \n \n deleteConnection.mutate(connection.id)}\n >\n Delete\n \n
    \n     \n     \n )\n}\n" }, { "path": "libs/client/features/src/accounts-list/DisconnectedAccountGroup.tsx", "content": "import type { SharedType } from '@maybe-finance/shared'\nimport { Menu } from '@maybe-finance/design-system'\nimport Account from './Account'\nimport { AccountGroup } from './AccountGroup'\nimport { RiMore2Fill, RiLink } from 'react-icons/ri'\nimport { FaRegTrashAlt } from 'react-icons/fa'\nimport { DeleteConnectionDialog } from './DeleteConnectionDialog'\nimport { useState } from 'react'\nimport { useAccountConnectionApi, useLastUpdated } from '@maybe-finance/client/shared'\nimport { DateTime } from 'luxon'\n\ntype DisconnectedAccountGroupProps = {\n connection: SharedType.ConnectionWithAccounts\n}\n\nexport function DisconnectedAccountGroup({ connection }: DisconnectedAccountGroupProps) {\n const [deleteDialogOpen, setDeleteDialogOpen] = useState(false)\n\n const { useReconnectConnection } = useAccountConnectionApi()\n const reconnect = useReconnectConnection()\n\n const lastUpdatedString = useLastUpdated(DateTime.fromJSDate(connection.updatedAt))\n\n return (\n <>\n \n {connection.accounts.map((account) => (\n \n ))}\n \n }\n menu={\n \n \n \n \n \n }\n onClick={() => reconnect.mutate(connection.id)}\n >\n Reconnect account\n \n }\n destructive\n onClick={() => setDeleteDialogOpen(true)}\n >\n Delete permanently\n \n \n \n }\n />\n\n setDeleteDialogOpen(false)}\n />\n \n )\n}\n" }, { "path": "libs/client/features/src/accounts-list/ManualAccountGroup.tsx", "content": "import type { SharedType } from '@maybe-finance/shared'\nimport { DateTime } from 'luxon'\nimport maxBy from 'lodash/maxBy'\nimport { useLastUpdated, useAccountContext } from '@maybe-finance/client/shared'\nimport Account from './Account'\nimport { AccountGroup } from './AccountGroup'\n\ntype ManualAccountGroupProps = {\n title: string\n subtitle: string\n accounts: SharedType.Account[]\n}\n\nexport function ManualAccountGroup({ title, accounts }: ManualAccountGroupProps) {\n const { editAccount } = useAccountContext()\n\n // Use the most recently updated manual account in the group\n const lastUpdatedString = useLastUpdated(\n DateTime.fromJSDate(maxBy(accounts, (a) => a.updatedAt)?.updatedAt || new Date())\n )\n\n return (\n \n {accounts.map((account) => (\n editAccount(account)}\n showAccountDescription={false}\n />\n ))}\n \n }\n />\n )\n}\n" }, { "path": "libs/client/features/src/accounts-list/index.ts", "content": "export * from './Account'\nexport * from './AccountGroupContainer'\nexport * from './DisconnectedAccountGroup'\nexport * from './ManualAccountGroup'\nexport * from './AccountDevTools'\nexport * from './ConnectedAccountGroup'\n" }, { "path": "libs/client/features/src/accounts-manager/AccountTypeGrid.tsx", "content": "import type { IconType } from 'react-icons'\nimport type { BoxIconVariant } from '@maybe-finance/client/shared'\n\nimport {\n RiBankLine,\n RiBitCoinLine,\n RiCarLine,\n RiFolderLine,\n RiHome2Line,\n RiLineChartLine,\n} from 'react-icons/ri'\nimport { BoxIcon } from '@maybe-finance/client/shared'\n\nexport type AccountSelectorView =\n | 'default'\n | 'search'\n | 'banks'\n | 'brokerages'\n | 'crypto'\n | 'manual'\n | 'property-form'\n | 'vehicle-form'\n\nfunction AccountTypeGridItem({\n icon,\n variant,\n title,\n type,\n onClick,\n}: {\n icon: IconType\n variant: BoxIconVariant\n title: string\n type: AccountSelectorView\n onClick: (view: AccountSelectorView) => void\n}) {\n return (\n onClick(type)}\n data-testid={`${type}-add-account`}\n >\n \n

    {title}

    \n \n )\n}\n\nconst items = [\n {\n type: 'banks',\n title: 'Bank account',\n icon: RiBankLine,\n variant: 'blue',\n },\n {\n type: 'crypto',\n title: 'Crypto',\n icon: RiBitCoinLine,\n variant: 'orange',\n },\n {\n type: 'brokerages',\n title: 'Investment',\n icon: RiLineChartLine,\n variant: 'teal',\n },\n {\n type: 'vehicle-form',\n title: 'Vehicle',\n icon: RiCarLine,\n variant: 'grape',\n },\n {\n type: 'property-form',\n title: 'Real estate',\n icon: RiHome2Line,\n variant: 'pink',\n },\n {\n type: 'manual',\n title: 'Manual account',\n icon: RiFolderLine,\n variant: 'yellow',\n },\n]\n\nexport function AccountTypeGrid({ onChange }: { onChange: (view: AccountSelectorView) => void }) {\n return (\n
    \n {items.map((item) => (\n \n ))}\n
    \n )\n}\n" }, { "path": "libs/client/features/src/accounts-manager/AccountTypeSelector.tsx", "content": "import { useState, useRef, useEffect } from 'react'\nimport { RiFolderLine, RiHandCoinLine, RiLockLine, RiSearchLine } from 'react-icons/ri'\nimport maxBy from 'lodash/maxBy'\nimport {\n BoxIcon,\n useAccountContext,\n useDebounce,\n useTellerConfig,\n useTellerConnect,\n} from '@maybe-finance/client/shared'\nimport { Input } from '@maybe-finance/design-system'\nimport InstitutionGrid from './InstitutionGrid'\nimport { AccountTypeGrid } from './AccountTypeGrid'\nimport InstitutionList, { MIN_QUERY_LENGTH } from './InstitutionList'\nimport { useLogger } from '@maybe-finance/client/shared'\n\nconst SEARCH_DEBOUNCE_MS = 300\n\nexport default function AccountTypeSelector({\n view,\n onViewChange,\n}: {\n view: string\n onViewChange: (view: string) => void\n}) {\n const logger = useLogger()\n const { setAccountManager } = useAccountContext()\n\n const [searchQuery, setSearchQuery] = useState('')\n const debouncedSearchQuery = useDebounce(searchQuery, SEARCH_DEBOUNCE_MS)\n\n const showInstitutionList =\n searchQuery.length >= MIN_QUERY_LENGTH &&\n debouncedSearchQuery.length >= MIN_QUERY_LENGTH &&\n view !== 'manual'\n\n const config = useTellerConfig(logger)\n\n const { open: openTeller } = useTellerConnect(config, logger)\n\n const inputRef = useRef(null)\n\n useEffect(() => {\n if (inputRef.current) {\n inputRef.current.focus()\n }\n }, [])\n\n return (\n
    \n {/* Search */}\n {view !== 'manual' && view !== 'crypto' && (\n }\n inputClassName=\"pl-11\"\n value={searchQuery}\n onChange={(e) => setSearchQuery(e.target.value)}\n ref={inputRef}\n />\n )}\n\n {showInstitutionList && (\n {\n const providerInstitution = maxBy(providers, (p) => p.rank)\n if (!providerInstitution) {\n alert('No provider found for institution')\n return\n }\n\n switch (providerInstitution.provider) {\n case 'TELLER':\n openTeller(providerInstitution.providerId)\n break\n default:\n break\n }\n }}\n onAddManualAccountClick={() => onViewChange('manual')}\n />\n )}\n\n {view === 'default' && !showInstitutionList && (\n
    \n {\n // Some actions go directly to a form while others go to a second modal view for refinement of criteria\n switch (view) {\n case 'property-form':\n setAccountManager({ view: 'add-property', defaultValues: {} })\n break\n case 'vehicle-form':\n setAccountManager({ view: 'add-vehicle', defaultValues: {} })\n break\n default:\n // Go to a view below\n onViewChange(view)\n }\n }}\n />\n
    \n \n \n \n

    \n Adding your accounts is a big step. That's why we take this\n seriously. No one can access your accounts but you. Your information is\n always protected and secure.\n

    \n
    \n
    \n )}\n\n {(view === 'banks' || view === 'brokerages' || view === 'crypto') &&\n !showInstitutionList && (\n
    \n {view === 'crypto' && (\n

    \n At the moment we don't have integrations for crypto exchanges or\n assets, so for the time being you'll need to enter your portfolio\n manually.\n

    \n )}\n {\n // Crypto exchanges not supported yet, go directly to add asset form\n if (view === 'crypto') {\n setAccountManager({\n view: 'add-asset',\n defaultValues: {\n name: cryptoExchangeName,\n categoryUser: 'crypto',\n },\n })\n return\n }\n\n if (!data) {\n return\n }\n\n switch (data.provider) {\n case 'TELLER':\n openTeller(data.providerId)\n break\n default:\n break\n }\n }}\n />\n
    \n )}\n\n {(view === 'banks' ||\n view === 'brokerages' ||\n view === 'crypto' ||\n showInstitutionList) && (\n <>\n

    \n Can't find your institution?{' '}\n {\n switch (view) {\n case 'banks':\n setAccountManager({\n view: 'add-asset',\n defaultValues: { categoryUser: 'cash', name: 'Cash' },\n })\n break\n case 'brokerages':\n setAccountManager({\n view: 'add-asset',\n defaultValues: {\n categoryUser: 'investment',\n name: 'Investment',\n },\n })\n break\n case 'crypto':\n setAccountManager({\n view: 'add-asset',\n defaultValues: {\n categoryUser: 'crypto',\n name: 'Cryptocurrency',\n },\n })\n break\n default:\n onViewChange('manual')\n }\n }}\n >\n Add it manually\n \n

    \n {view === 'brokerages' && (\n

    \n Want to manually add stocks?{' '}\n {\n setAccountManager({\n view: 'add-stock',\n defaultValues: { categoryUser: 'stock', name: 'Stock' },\n })\n }}\n >\n Add it manually\n \n

    \n )}\n \n )}\n\n {view === 'manual' && (\n
    \n \n setAccountManager({\n view: 'add-asset',\n defaultValues: { name: debouncedSearchQuery },\n })\n }\n data-testid=\"manual-add-asset\"\n >\n \n

    Manual Asset

    \n
    \n \n setAccountManager({\n view: 'add-liability',\n defaultValues: { name: debouncedSearchQuery },\n })\n }\n data-testid=\"manual-add-debt\"\n >\n \n

    Manual Debt

    \n
    \n \n )}\n \n )\n}\n" }, { "path": "libs/client/features/src/accounts-manager/AccountValuationFormFields.tsx", "content": "import type { AccountClassification } from '@prisma/client'\n\nimport { Controller } from 'react-hook-form'\nimport { InputCurrency, DatePicker } from '@maybe-finance/design-system'\nimport { BrowserUtil } from '@maybe-finance/client/shared'\n\nexport type AccountValuationFieldProps = {\n control: any\n classification?: AccountClassification\n currentBalanceEditable?: boolean\n}\n\nexport function AccountValuationFormFields({\n control,\n classification = 'asset',\n currentBalanceEditable = true,\n}: AccountValuationFieldProps) {\n return (\n <>\n (\n \n )}\n />\n\n
    \n val >= 0 }}\n render={({ field, fieldState: { error } }) => (\n \n )}\n />\n\n {currentBalanceEditable && (\n (\n \n )}\n />\n )}\n
    \n \n )\n}\n" }, { "path": "libs/client/features/src/accounts-manager/AccountsManager.tsx", "content": "import { useAccountContext } from '@maybe-finance/client/shared'\nimport { Dialog } from '@maybe-finance/design-system'\n\nimport AccountTypeSelector from './AccountTypeSelector'\nimport { AddAsset } from './asset'\nimport { AddLiability } from './liability'\nimport { AddProperty } from './property'\nimport { AddVehicle } from './vehicle'\nimport EditAccount from './EditAccount'\nimport { DeleteAccount } from './DeleteAccount'\nimport { RiArrowLeftLine } from 'react-icons/ri'\nimport { useEffect, useMemo, useState } from 'react'\nimport { AddStock } from './stock'\n\nexport function AccountsManager() {\n const { accountManager: am, setAccountManager } = useAccountContext()\n\n const [subView, setSubView] = useState('default')\n\n useEffect(() => {\n if (am.view === 'idle') {\n setSubView('default')\n }\n }, [am.view])\n\n const accountTitle = () => {\n switch (subView) {\n case 'banks':\n return 'Add bank'\n case 'crypto':\n return 'Add crypto'\n case 'brokerages':\n return 'Add investment'\n default:\n return 'Add account'\n }\n }\n\n const view = useMemo(() => {\n switch (am.view) {\n case 'add-account':\n return {\n title: accountTitle(),\n component: ,\n }\n case 'edit-account':\n return {\n title: 'Edit account',\n component: ,\n }\n case 'delete-account':\n return {\n title: 'Delete account',\n component: (\n \n ),\n }\n case 'add-asset':\n return {\n title: 'Manual asset',\n component: ,\n }\n case 'add-liability':\n return {\n title: 'Manual debt',\n component: ,\n }\n case 'add-property':\n return {\n title: 'Add real estate',\n component: ,\n }\n case 'add-vehicle':\n return {\n title: 'Add vehicle',\n component: ,\n }\n case 'add-stock':\n return {\n title: 'Add investment',\n component: ,\n }\n case 'custom':\n return { title: 'Custom account', component: am.component }\n default:\n return null\n }\n }, [am, subView])\n\n if (!view) return null\n\n return (\n setAccountManager({ view: 'idle' })}\n showCloseButton={am.view !== 'delete-account'}\n >\n \n
    \n {!(am.view === 'add-account' && subView === 'default') &&\n am.view !== 'delete-account' && (\n {\n setAccountManager({ view: 'add-account' })\n setSubView('default')\n }}\n >\n \n \n )}\n {view.title}\n
    \n     \n {view.component}\n \n )\n}\n" }, { "path": "libs/client/features/src/accounts-manager/DeleteAccount.tsx", "content": "import { useAccountApi, useAccountContext } from '@maybe-finance/client/shared'\nimport { Button, Dialog } from '@maybe-finance/design-system'\n\nexport interface DeleteAccountProps {\n accountId: number\n accountName: string\n onDelete?: () => void\n}\n\nexport function DeleteAccount({ accountId, accountName, onDelete }: DeleteAccountProps) {\n const { setAccountManager } = useAccountContext()\n\n const { useDeleteAccount } = useAccountApi()\n const deleteAccount = useDeleteAccount()\n\n return (\n
    \n \n

    \n Deleting {accountName} will permanently\n remove this account and all other related data. This will impact other views\n such as your net worth dashboard.\n

    \n
    \n \n {\n setAccountManager({ view: 'idle' })\n await deleteAccount.mutate(accountId)\n if (onDelete) {\n onDelete()\n }\n }}\n >\n Delete\n \n
    \n     \n
    \n )\n}\n" }, { "path": "libs/client/features/src/accounts-manager/EditAccount.tsx", "content": "import { useAccountApi } from '@maybe-finance/client/shared'\nimport { EditAsset } from './asset'\nimport { EditLiability } from './liability'\nimport { EditProperty } from './property'\nimport { EditVehicle } from './vehicle'\nimport { EditConnectedAccount } from './connected'\n\nexport default function EditAccount({ accountId }: { accountId?: number }) {\n const { useAccount } = useAccountApi()\n const accountQuery = useAccount(accountId!, { enabled: !!accountId })\n\n if (!accountId) return null\n\n if (accountQuery.data && accountQuery.data.type === 'LOAN') {\n return \n }\n\n if (accountQuery.data && accountQuery.data.provider !== 'user') {\n return \n }\n\n return (\n
    \n {accountQuery.data && accountQuery.data.provider === 'user' ? (\n
    \n {accountQuery.data.type === 'PROPERTY' && (\n \n )}\n\n {accountQuery.data.type === 'VEHICLE' && (\n \n )}\n\n {accountQuery.data.type === 'OTHER_ASSET' && (\n \n )}\n\n {['OTHER_LIABILITY', 'CREDIT'].includes(accountQuery.data.type) && (\n \n )}\n
    \n ) : (\n

    Loading account details...

    \n )}\n
    \n )\n}\n" }, { "path": "libs/client/features/src/accounts-manager/InstitutionGrid.tsx", "content": "import { useMemo } from 'react'\nimport type { SharedType } from '@maybe-finance/shared'\nimport { Provider } from '@prisma/client'\n\ntype GridImage = {\n src: string\n alt: string\n institution?: Pick\n}\n\nconst BASE_IMAGES_FOLDER = '/assets/images/financial-institutions/'\n\nconst banks: GridImage[] = [\n {\n src: 'chase-bank.png',\n alt: 'Chase Bank',\n institution: {\n provider: Provider.TELLER,\n providerId: 'chase',\n },\n },\n {\n src: 'capital-one.png',\n alt: 'Capital One Bank',\n institution: {\n provider: Provider.TELLER,\n providerId: 'capital_one',\n },\n },\n {\n src: 'wells-fargo.png',\n alt: 'Wells Fargo Bank',\n institution: {\n provider: Provider.TELLER,\n providerId: 'wells_fargo',\n },\n },\n {\n src: 'american-express.png',\n alt: 'American Express Bank',\n institution: {\n provider: Provider.TELLER,\n providerId: 'amex',\n },\n },\n {\n src: 'bofa.png',\n alt: 'Bank of America',\n institution: {\n provider: Provider.TELLER,\n providerId: 'bank_of_america',\n },\n },\n {\n src: 'usaa-bank.png',\n alt: 'USAA Bank',\n institution: {\n provider: Provider.TELLER,\n providerId: 'usaa',\n },\n },\n]\n\nconst brokerages: GridImage[] = [\n { src: 'robinhood.png', alt: 'Robinhood' },\n { src: 'fidelity.png', alt: 'Fidelity' },\n { src: 'vanguard.png', alt: 'Vanguard' },\n { src: 'wealthfront.png', alt: 'Wealthfront' },\n { src: 'betterment.png', alt: 'Betterment' },\n { src: 'interactive-brokers.png', alt: 'Interactive Brokers' },\n]\n\nconst cryptoExchanges: GridImage[] = [\n { src: 'coinbase.png', alt: 'Coinbase' },\n { src: 'binance.png', alt: 'Binance' },\n { src: 'cash-app.png', alt: 'Cash App' },\n { src: 'kraken.png', alt: 'Kraken' },\n { src: 'crypto-dot-com.png', alt: 'Crypto Dot Com' },\n { src: 'ftx.png', alt: 'FTX Exchange' },\n]\n\nexport default function InstitutionGrid({\n type,\n onClick,\n}: {\n type: 'crypto' | 'banks' | 'brokerages'\n onClick: (\n institution?: Pick,\n cryptoExchangeName?: string\n ) => void\n}) {\n const imageList = useMemo(() => {\n switch (type) {\n case 'crypto':\n return cryptoExchanges\n case 'brokerages':\n return brokerages\n case 'banks':\n return banks\n }\n }, [type])\n\n return (\n
    \n {imageList.map((img) => (\n {\n switch (type) {\n case 'brokerages':\n case 'crypto':\n onClick(undefined, img.alt)\n break\n case 'banks':\n onClick(img.institution)\n break\n default:\n throw new Error('Invalid institution type')\n }\n }}\n />\n ))}\n
    \n )\n}\n" }, { "path": "libs/client/features/src/accounts-manager/InstitutionList.tsx", "content": "import type { SharedType } from '@maybe-finance/shared'\nimport { useMemo } from 'react'\nimport { InfiniteScroll, useInstitutionApi } from '@maybe-finance/client/shared'\nimport { Button, LoadingSpinner } from '@maybe-finance/design-system'\n\nexport const MIN_QUERY_LENGTH = 2\n\nexport default function InstitutionList({\n searchQuery = '',\n onClick,\n onAddManualAccountClick,\n}: {\n searchQuery?: string\n onClick(institution: SharedType.Institution): void\n onAddManualAccountClick(): void\n}) {\n const { useInstitutions } = useInstitutionApi()\n\n const institutionsQuery = useInstitutions(\n { search: searchQuery },\n { enabled: searchQuery.length >= MIN_QUERY_LENGTH }\n )\n\n const institutions = useMemo(() => {\n if (!institutionsQuery.data?.pages) return []\n\n // Flatten pages\n return institutionsQuery.data.pages.reduce(\n (institutions, page) => [...institutions, ...page.institutions],\n [] as SharedType.Institution[]\n )\n }, [institutionsQuery.data])\n\n return (\n
    \n institutionsQuery.fetchNextPage()}\n hasMore={institutionsQuery.hasNextPage}\n >\n
    \n {institutionsQuery?.data && (\n
      \n {institutions.map((institution) => (\n onClick(institution)}\n >\n
      \n
      \n {institution.logoUrl || institution.logo ? (\n \n ) : (\n
      \n )}\n
      \n
    \n
    \n \n {institution.name}\n \n {institution.url && (\n \n {institution.url.replace(\n /^(https?:\\/\\/)?(www\\.)?/,\n ''\n )}\n \n )}\n
    \n \n ))}\n \n )}\n\n {(institutionsQuery.isLoading || institutionsQuery.isFetchingNextPage) && (\n
    \n \n
    \n )}\n
    \n \n {institutionsQuery?.data && !institutionsQuery.isLoading && !institutions.length && (\n
    \n \n No institutions found\n \n

    \n There were no institutions matching \"{searchQuery}\". Try another search\n term, or add it as a manual account.\n

    \n \n
    \n )}\n \n )\n}\n" }, { "path": "libs/client/features/src/accounts-manager/asset/AddAsset.tsx", "content": "import {\n type CreateAssetFields,\n useAccountApi,\n useAccountContext,\n} from '@maybe-finance/client/shared'\nimport { DateTime } from 'luxon'\nimport AssetForm from './AssetForm'\n\nexport function AddAsset({ defaultValues }: { defaultValues: Partial }) {\n const { setAccountManager } = useAccountContext()\n const { useCreateAccount } = useAccountApi()\n const createAccount = useCreateAccount()\n\n return (\n
    \n {\n await createAccount.mutateAsync({\n type: 'OTHER_ASSET',\n valuations: {\n originalBalance,\n currentBalance,\n currentDate: DateTime.now().toISODate(),\n },\n ...rest,\n })\n\n setAccountManager({ view: 'idle' })\n }}\n />\n
    \n )\n}\n" }, { "path": "libs/client/features/src/accounts-manager/asset/AssetForm.tsx", "content": "import type { CreateAssetFields, UpdateAssetFields } from '@maybe-finance/client/shared'\nimport type { AccountType } from '@prisma/client'\nimport { Controller, useForm } from 'react-hook-form'\nimport { Button, Input, Listbox } from '@maybe-finance/design-system'\nimport { AccountUtil, DateUtil } from '@maybe-finance/shared'\nimport { AccountValuationFormFields } from '../AccountValuationFormFields'\nimport { useMemo } from 'react'\n\ntype Props =\n | {\n mode: 'create'\n accountType?: never\n defaultValues: CreateAssetFields\n onSubmit(data: CreateAssetFields): void\n }\n | {\n mode: 'update'\n accountType?: AccountType\n defaultValues: UpdateAssetFields\n onSubmit(data: UpdateAssetFields): void\n }\n\nexport default function AssetForm({ mode, defaultValues, onSubmit, accountType }: Props) {\n const { register, watch, control, handleSubmit, formState } = useForm<\n CreateAssetFields & UpdateAssetFields\n >({\n mode: 'onChange',\n defaultValues,\n })\n\n const { errors, isSubmitting, isValid } = formState\n const [startDate] = watch(['startDate'])\n const currentBalanceEditable = !startDate || !DateUtil.isToday(startDate)\n const categoryList = useMemo(() => {\n const { cash, investment, crypto, valuable, other } = AccountUtil.CATEGORIES\n\n if (mode === 'create') {\n return [cash, investment, crypto, valuable, other]\n } else {\n return AccountUtil.CATEGORY_MAP[accountType!]\n }\n }, [mode, accountType])\n\n return (\n
    \n
    \n
    Details
    \n
    \n \n
    \n\n
    \n {\n return (\n \n \n {AccountUtil.CATEGORIES[field.value].plural}\n \n \n {categoryList.map((category) => (\n \n {category.plural}\n \n ))}\n \n \n )\n }}\n />\n
    \n
    \n\n {mode === 'create' && (\n
    \n
    Valuation
    \n
    \n \n
    \n
    \n )}\n\n \n {mode === 'create' ? 'Add asset' : 'Update asset'}\n \n \n )\n}\n" }, { "path": "libs/client/features/src/accounts-manager/asset/EditAsset.tsx", "content": "import type { SharedType } from '@maybe-finance/shared'\nimport { useAccountApi, useAccountContext } from '@maybe-finance/client/shared'\nimport AssetForm from './AssetForm'\n\nexport function EditAsset({ account }: { account: SharedType.AccountDetail }) {\n const { setAccountManager } = useAccountContext()\n\n const { useUpdateAccount } = useAccountApi()\n const updateAccount = useUpdateAccount()\n\n return (\n {\n await updateAccount.mutateAsync({\n id: account.id,\n data: {\n provider: account.provider,\n data: {\n type: account.type,\n ...data,\n },\n },\n })\n\n setAccountManager({ view: 'idle' })\n }}\n />\n )\n}\n" }, { "path": "libs/client/features/src/accounts-manager/asset/index.ts", "content": "export * from './AddAsset'\nexport * from './EditAsset'\n" }, { "path": "libs/client/features/src/accounts-manager/connected/ConnectedAccountForm.tsx", "content": "import type { AccountCategory, AccountType } from '@prisma/client'\n\nimport { Controller, useForm } from 'react-hook-form'\nimport { Button, DatePicker, Input, Listbox } from '@maybe-finance/design-system'\nimport { AccountUtil } from '@maybe-finance/shared'\nimport { BrowserUtil } from '@maybe-finance/client/shared'\n\ntype FormData = {\n name: string\n categoryUser: AccountCategory\n startDate: string | null\n}\n\ntype Props = {\n accountType: AccountType\n defaultValues: FormData\n onSubmit(data: FormData): void\n}\n\nexport default function ConnectedAccountForm({ defaultValues, onSubmit, accountType }: Props) {\n const {\n control,\n register,\n handleSubmit,\n formState: { isSubmitting, isValid },\n } = useForm({\n mode: 'onChange',\n defaultValues,\n })\n\n return (\n
    \n \n\n
    \n (\n \n \n {AccountUtil.CATEGORIES[field.value].plural}\n \n \n {AccountUtil.CATEGORY_MAP[accountType].map((category) => (\n \n {category.plural}\n \n ))}\n \n \n )}\n />\n
    \n\n
    \n BrowserUtil.validateFormDate(d, { required: false }),\n }}\n render={({ field, fieldState: { error } }) => {\n return (\n \n )\n }}\n />\n
    \n\n \n \n )\n}\n" }, { "path": "libs/client/features/src/accounts-manager/connected/EditConnectedAccount.tsx", "content": "import { DateUtil, type SharedType } from '@maybe-finance/shared'\nimport { useAccountApi, useAccountContext } from '@maybe-finance/client/shared'\nimport ConnectedAccountForm from './ConnectedAccountForm'\n\nexport function EditConnectedAccount({ account }: { account: SharedType.AccountDetail }) {\n const { setAccountManager } = useAccountContext()\n\n const { useUpdateAccount } = useAccountApi()\n const updateAccount = useUpdateAccount()\n\n return (\n {\n await updateAccount.mutateAsync({\n id: account.id,\n data: {\n provider: account.provider,\n data: {\n type: account.type,\n ...data,\n },\n },\n })\n\n setAccountManager({ view: 'idle' })\n }}\n />\n )\n}\n" }, { "path": "libs/client/features/src/accounts-manager/connected/index.ts", "content": "export * from './EditConnectedAccount'\n" }, { "path": "libs/client/features/src/accounts-manager/index.ts", "content": "export * from './AccountsManager'\n" }, { "path": "libs/client/features/src/accounts-manager/liability/AddLiability.tsx", "content": "import {\n type CreateLiabilityFields,\n useAccountApi,\n useAccountContext,\n} from '@maybe-finance/client/shared'\nimport { DateTime } from 'luxon'\nimport LiabilityForm from './LiabilityForm'\n\nexport function AddLiability({ defaultValues }: { defaultValues: Partial }) {\n const { setAccountManager } = useAccountContext()\n const { useCreateAccount } = useAccountApi()\n const createAccount = useCreateAccount()\n\n return (\n {\n switch (categoryUser) {\n case 'loan':\n await createAccount.mutateAsync({\n name,\n type: 'LOAN',\n categoryUser: 'loan',\n currentBalance,\n startDate,\n loanUser: {\n originationDate: startDate,\n originationPrincipal: originalBalance,\n maturityDate,\n interestRate: {\n type: interestType,\n rate:\n interestType === 'fixed' ? interestRate! / 100 : undefined,\n },\n loanDetail: {\n type: loanType,\n },\n },\n })\n break\n default:\n await createAccount.mutateAsync({\n type: categoryUser === 'credit' ? 'CREDIT' : 'OTHER_LIABILITY',\n categoryUser,\n name,\n startDate,\n valuations: {\n originalBalance,\n currentBalance,\n currentDate: DateTime.now().toISODate(),\n },\n })\n }\n\n setAccountManager({ view: 'idle' })\n }}\n />\n )\n}\n" }, { "path": "libs/client/features/src/accounts-manager/liability/EditLiability.tsx", "content": "import { DateUtil, type SharedType } from '@maybe-finance/shared'\nimport { useAccountApi, useAccountContext } from '@maybe-finance/client/shared'\nimport LiabilityForm from './LiabilityForm'\nimport { DateTime } from 'luxon'\n\nexport function EditLiability({ account }: { account: SharedType.AccountDetail }) {\n const { setAccountManager } = useAccountContext()\n\n const { useUpdateAccount } = useAccountApi()\n const updateAccount = useUpdateAccount()\n\n const defaultLoanValues = {\n maturityDate: account.loan?.maturityDate ?? '',\n interestRate:\n account.loan?.interestRate.type === 'fixed'\n ? account.loan.interestRate.rate\n ? account.loan.interestRate.rate * 100\n : null\n : null,\n loanType: account.loan?.loanDetail.type ?? null,\n interestType: account.loan?.interestRate.type ?? null,\n originalBalance: account.loan?.originationPrincipal ?? null,\n currentBalance: account.currentBalance?.toNumber() ?? null,\n startDate: DateUtil.dateTransform(account.startDate),\n }\n\n return (\n {\n switch (categoryUser) {\n case 'loan': {\n await updateAccount.mutateAsync({\n id: account.id,\n data: {\n provider: account.provider,\n data: {\n type: 'LOAN',\n name,\n categoryUser,\n currentBalance,\n startDate,\n loanUser: {\n originationDate: startDate,\n originationPrincipal: originalBalance,\n maturityDate,\n interestRate: {\n type: interestType,\n rate:\n interestType === 'fixed'\n ? interestRate! / 100\n : undefined,\n },\n loanDetail: { type: loanType },\n },\n },\n },\n })\n break\n }\n default: {\n await updateAccount.mutateAsync({\n id: account.id,\n data: {\n provider: account.provider,\n data: {\n type: categoryUser === 'credit' ? 'CREDIT' : 'OTHER_LIABILITY',\n categoryUser,\n name,\n },\n },\n })\n }\n }\n\n setAccountManager({ view: 'idle' })\n }}\n />\n )\n}\n" }, { "path": "libs/client/features/src/accounts-manager/liability/LiabilityForm.tsx", "content": "import type { AccountType } from '@prisma/client'\nimport { Controller, useForm } from 'react-hook-form'\nimport { Button, Input, Listbox } from '@maybe-finance/design-system'\nimport { AccountUtil, DateUtil } from '@maybe-finance/shared'\nimport { AccountValuationFormFields } from '../AccountValuationFormFields'\nimport type { CreateLiabilityFields, UpdateLiabilityFields } from '@maybe-finance/client/shared'\nimport { NumericFormat } from 'react-number-format'\nimport { DateTime } from 'luxon'\n\nconst loanTypes = [\n {\n label: 'Home Loan',\n value: 'mortgage',\n },\n {\n label: 'Student Loan',\n value: 'student',\n },\n {\n label: 'Other Loan',\n value: 'other',\n },\n]\n\nconst loanInterestTypes = [\n {\n label: 'Fixed',\n value: 'fixed',\n },\n {\n label: 'Variable',\n value: 'variable',\n },\n {\n label: 'Adjustable Rate Mortgage',\n value: 'arm',\n },\n]\n\ntype Props =\n | {\n mode: 'create'\n accountType?: never\n defaultValues: CreateLiabilityFields\n onSubmit(data: CreateLiabilityFields): void\n }\n | {\n mode: 'update'\n accountType: AccountType\n defaultValues: UpdateLiabilityFields\n onSubmit(data: UpdateLiabilityFields): void\n }\n\nexport default function LiabilityForm({ mode, defaultValues, onSubmit, accountType }: Props) {\n const {\n register,\n watch,\n control,\n handleSubmit,\n formState: { errors, isSubmitting, isValid },\n } = useForm({\n mode: 'onChange',\n defaultValues,\n })\n\n const [startDate, interestType, maturityDate, categoryUser] = watch([\n 'startDate',\n 'interestType',\n 'maturityDate',\n 'categoryUser',\n ])\n\n const currentBalanceEditable = !DateUtil.isToday(startDate)\n\n const unroundedTerm =\n maturityDate && startDate\n ? DateUtil.datetimeTransform(maturityDate)\n .diff(DateUtil.datetimeTransform(startDate), 'months')\n .toObject().months\n : null\n\n const loanTerm = unroundedTerm ? Math.round(unroundedTerm) : null\n\n // If in update mode, certain categories cannot be changed (e.g. cannot change from \"other\" to a \"loan\" after account has been created)\n const categoryList =\n mode === 'create' ? AccountUtil.LIABILITY_CATEGORIES : AccountUtil.CATEGORY_MAP[accountType]\n\n return (\n
    \n
    Details
    \n\n
    \n \n\n (\n \n \n {AccountUtil.CATEGORIES[field.value].plural}\n \n \n {categoryList.map((category) => (\n \n {category.plural}\n \n ))}\n \n \n )}\n />\n
    \n\n {categoryUser === 'loan' &&
    Loan Terms
    }\n\n
    \n {categoryUser === 'loan' && (\n <>\n (\n \n \n {loanTypes.find((t) => t.value === field.value)?.label}\n \n \n {loanTypes.map((type) => (\n \n {type.label}\n \n ))}\n \n \n )}\n />\n\n (\n \n \n {\n loanInterestTypes.find((t) => t.value === field.value)\n ?.label\n }\n \n \n {loanInterestTypes.map((type) => (\n \n {type.label}\n \n ))}\n \n \n )}\n />\n \n )}\n\n {(mode === 'create' || (mode === 'update' && categoryUser === 'loan')) && (\n
    \n {categoryUser !== 'loan' && (\n
    Balance
    \n )}\n \n
    \n )}\n\n {categoryUser === 'loan' && (\n <>\n
    \n (\n months\n }\n placeholder=\"360\"\n allowNegative={false}\n value={loanTerm}\n onValueChange={(value) => {\n const newMaturityDate = DateUtil.datetimeTransform(\n startDate\n )\n ?.plus({ months: value.floatValue })\n .toISODate()\n\n if (newMaturityDate) {\n field.onChange(newMaturityDate)\n }\n }}\n />\n )}\n />\n\n {interestType === 'fixed' && (\n !val || val >= 0 }}\n render={({ field }) => (\n {\n field.onChange(value.value)\n }}\n />\n )}\n />\n )}\n
    \n\n {interestType !== 'fixed' && (\n

    \n We are still working on full support for non-standard loan terms.\n Your details will be saved, but your metrics shown will be limited.\n

    \n )}\n \n )}\n
    \n\n \n {mode === 'create' ? 'Add debt' : 'Update'}\n \n \n )\n}\n" }, { "path": "libs/client/features/src/accounts-manager/liability/index.ts", "content": "export * from './AddLiability'\nexport * from './EditLiability'\n" }, { "path": "libs/client/features/src/accounts-manager/property/AddProperty.tsx", "content": "import {\n useAccountContext,\n useAccountApi,\n type CreatePropertyFields,\n} from '@maybe-finance/client/shared'\nimport { DateTime } from 'luxon'\nimport PropertyForm from './PropertyForm'\n\nexport function AddProperty({ defaultValues }: { defaultValues: Partial }) {\n const { setAccountManager } = useAccountContext()\n const { useCreateAccount } = useAccountApi()\n const createAccount = useCreateAccount()\n\n return (\n
    \n {\n await createAccount.mutateAsync({\n type: 'PROPERTY',\n categoryUser: 'property',\n name: line1,\n startDate,\n valuations: {\n originalBalance,\n currentBalance,\n currentDate: DateTime.now().toISODate(),\n },\n propertyMeta: {\n address: {\n line1,\n city,\n state,\n country,\n zip,\n },\n },\n })\n\n setAccountManager({ view: 'idle' })\n }}\n />\n
    \n )\n}\n" }, { "path": "libs/client/features/src/accounts-manager/property/EditProperty.tsx", "content": "import type { SharedType } from '@maybe-finance/shared'\nimport {\n type UpdatePropertyFields,\n useAccountApi,\n useAccountContext,\n} from '@maybe-finance/client/shared'\nimport PropertyForm from './PropertyForm'\n\nexport function EditProperty({ account }: { account: SharedType.AccountDetail }) {\n const { setAccountManager } = useAccountContext()\n\n const { useUpdateAccount } = useAccountApi()\n const updateAccount = useUpdateAccount()\n\n return (\n {\n await updateAccount.mutateAsync({\n id: account.id,\n data: {\n provider: account.provider,\n data: {\n type: account.type,\n categoryUser: 'property',\n name: line1,\n propertyMeta: {\n address: {\n line1,\n city,\n state,\n country,\n zip,\n },\n },\n ...rest,\n },\n },\n })\n\n setAccountManager({ view: 'idle' })\n }}\n />\n )\n}\n" }, { "path": "libs/client/features/src/accounts-manager/property/PropertyForm.tsx", "content": "import type { CreatePropertyFields, UpdatePropertyFields } from '@maybe-finance/client/shared'\nimport { Button, Input, Listbox } from '@maybe-finance/design-system'\nimport { DateUtil, Geo } from '@maybe-finance/shared'\nimport { Controller, useForm } from 'react-hook-form'\nimport { AccountValuationFormFields } from '../AccountValuationFormFields'\n\ntype Props =\n | {\n mode: 'create'\n defaultValues: CreatePropertyFields\n onSubmit(data: CreatePropertyFields): void\n }\n | {\n mode: 'update'\n defaultValues: UpdatePropertyFields\n onSubmit(data: UpdatePropertyFields): void\n }\n\nexport default function PropertyForm({ mode, defaultValues, onSubmit }: Props) {\n const {\n register,\n control,\n handleSubmit,\n watch,\n formState: { errors, isSubmitting, isValid },\n } = useForm({\n mode: 'onChange',\n defaultValues,\n })\n\n const startDate = watch('startDate')\n const currentBalanceEditable = !DateUtil.isToday(startDate)\n\n return (\n
    \n
    \n
    Location
    \n
    \n (\n \n \n {Geo.countries.find((c) => c.code === field.value)?.name ||\n 'Select'}\n \n \n {Geo.countries.map((country) => (\n \n {country.name}\n \n ))}\n \n \n )}\n />\n\n \n\n \n\n
    \n \n\n \n
    \n
    \n
    \n\n {mode === 'create' && (\n
    \n
    Valuation
    \n
    \n \n
    \n
    \n )}\n\n \n {mode === 'create' ? 'Add property' : 'Update property'}\n \n \n )\n}\n" }, { "path": "libs/client/features/src/accounts-manager/property/index.ts", "content": "export * from './AddProperty'\nexport * from './EditProperty'\n" }, { "path": "libs/client/features/src/accounts-manager/stock/AddStock.tsx", "content": "import {\n type UpdateStockFields,\n useAccountApi,\n useAccountContext,\n} from '@maybe-finance/client/shared'\nimport { DateTime } from 'luxon'\nimport StockForm from './StockForm'\n\n// STOCKTODO - Change CreateStockFields\nexport function AddStock({ defaultValues }: { defaultValues: Partial }) {\n const { setAccountManager } = useAccountContext()\n const { useCreateAccount } = useAccountApi()\n // STOCKTODO - The account needs to be updated here, not created.\n const createAccount = useCreateAccount()\n\n return (\n
    \n {\n // STOCKTODO : Figure out what all is required to create a stock account\n await createAccount.mutateAsync({\n // STOCKTODO : Change type based on whether you choose to go with the 'STOCK' type\n type: 'INVESTMENT',\n // STOCKTODO : Figure out what the categoryUser is\n categoryUser: 'investment',\n // STOCKTODO : Valuations should be based on the stocks\n valuations: {\n originalBalance,\n currentBalance,\n currentDate: DateTime.now().toISODate(),\n },\n // STOCKTODO : Change this according this to stock. this should be\n name: `${make} ${model}`,\n startDate,\n })\n\n setAccountManager({ view: 'idle' })\n }}\n />\n
    \n )\n}\n" }, { "path": "libs/client/features/src/accounts-manager/stock/CreateStockAccount.tsx", "content": "import { useAccountApi } from '@maybe-finance/client/shared'\nimport { Button, Dialog, Input } from '@maybe-finance/design-system'\nimport { useState } from 'react'\nimport { useForm } from 'react-hook-form'\nimport { RiAddLine } from 'react-icons/ri'\n\ntype CreateStockAccountProps = {\n name: string | null\n}\n\nexport default function CreateStockAccount() {\n const {\n register,\n handleSubmit,\n formState: { isSubmitting, isValid },\n // STOCKTODO - Fix UpdateVehicleFields\n } = useForm({\n mode: 'onChange',\n })\n\n const [isOpen, setIsOpen] = useState(false)\n\n const { useCreateAccount } = useAccountApi()\n const createAccount = useCreateAccount()\n\n // STOCKTODO : Create a type for this\n async function onSubmit({ name }: CreateStockAccountProps) {\n setIsOpen(false)\n\n // STOCKTODO - Figure out a way to get the value from to `name` here\n await createAccount.mutateAsync({\n type: 'INVESTMENT',\n categoryUser: 'investment',\n name: name,\n })\n }\n\n return (\n <>\n \n setIsOpen(false)}>\n
    \n Create Investment Account\n \n
    \n \n
    \n     \n \n \n \n
    \n     \n \n )\n}\n" }, { "path": "libs/client/features/src/accounts-manager/stock/StockForm.tsx", "content": "import {\n useAccountApi,\n useAccountContext,\n type UpdateStockFields,\n type UpdateVehicleFields,\n} from '@maybe-finance/client/shared'\nimport { Button, Dialog, Input, Listbox } from '@maybe-finance/design-system'\nimport { DateUtil } from '@maybe-finance/shared'\nimport { useForm } from 'react-hook-form'\nimport { AccountValuationFormFields } from '../AccountValuationFormFields'\nimport { useState } from 'react'\nimport { RiAddLine } from 'react-icons/ri'\nimport CreateStockAccount from './CreateStockAccount'\n\ntype Props = {\n mode: 'update'\n defaultValues: UpdateStockFields\n onSubmit(data: UpdateStockFields): void\n}\n\nexport default function StockForm({ mode, defaultValues, onSubmit }: Props) {\n const {\n register,\n control,\n handleSubmit,\n watch,\n formState: { errors, isSubmitting, isValid },\n } = useForm({\n mode: 'onChange',\n defaultValues,\n })\n\n const startDate = watch('startDate')\n const currentBalanceEditable = !startDate || !DateUtil.isToday(startDate)\n\n const [stockSymbol, setStockSymbol] = useState(null)\n const [account, setAccount] = useState(null)\n\n const { useAccounts } = useAccountApi()\n const { data: accountsData } = useAccounts()\n\n const stockAccountsList = accountsData?.accounts.filter(\n (account) => account.type === 'INVESTMENT'\n )\n\n return (\n
    \n
    \n
    Details
    \n
    \n {/* \n STOCKTODO - Change this to a drop down where a pre-existing stock-account can be selected or a new stock account can be created\n\n Also make sure this this is submitted to the form. There was a ...register('make', { required: true }) here\n */}\n {/* STOCKTODO - Create currently selected stock state */}\n
    \n {stockAccountsList && (\n \n \n \n {stockAccountsList?.map((account) => (\n // STOCKTODO - Figure out the correct account value - probably will be the symbol\n \n {account.name}\n \n ))}\n \n \n )}\n {/* STOCKTODO - When this button is clicked, go to the modal to create a new account */}\n \n
    \n\n {/* STOCKTODO - Change to to a drop down where all the stocks will be listed and can be chosen by their ticker names */}\n {/* \n \n \n {stocksList.map((stock) => (\n // STOCKTODO - Figure out the correct stock value - probably will be the symbol\n \n {stock.name}\n \n ))}\n \n */}\n
    \n
    \n\n {mode === 'update' && (\n
    \n
    Valuation
    \n
    \n {/* \n STOCKTODO - Figure out a way to get the necessary properties here\n 1. Purchase Date\n 2. Total Purchase Value\n 3. Number of Shares \n */}\n \n
    \n
    \n )}\n\n \n {mode === 'update' ? 'Add stock' : 'Update'}\n \n \n )\n}\n" }, { "path": "libs/client/features/src/accounts-manager/stock/index.ts", "content": "export * from './AddStock'\n" }, { "path": "libs/client/features/src/accounts-manager/vehicle/AddVehicle.tsx", "content": "import {\n type CreateVehicleFields,\n useAccountApi,\n useAccountContext,\n} from '@maybe-finance/client/shared'\nimport { DateTime } from 'luxon'\nimport VehicleForm from './VehicleForm'\n\nexport function AddVehicle({ defaultValues }: { defaultValues: Partial }) {\n const { setAccountManager } = useAccountContext()\n const { useCreateAccount } = useAccountApi()\n const createAccount = useCreateAccount()\n\n return (\n
    \n {\n await createAccount.mutateAsync({\n type: 'VEHICLE',\n categoryUser: 'vehicle',\n valuations: {\n originalBalance,\n currentBalance,\n currentDate: DateTime.now().toISODate(),\n },\n vehicleMeta: {\n make,\n model,\n year: parseInt(year),\n },\n name: `${make} ${model}`,\n startDate,\n })\n\n setAccountManager({ view: 'idle' })\n }}\n />\n
    \n )\n}\n" }, { "path": "libs/client/features/src/accounts-manager/vehicle/EditVehicle.tsx", "content": "import type { SharedType } from '@maybe-finance/shared'\nimport {\n type UpdateVehicleFields,\n useAccountApi,\n useAccountContext,\n} from '@maybe-finance/client/shared'\nimport VehicleForm from './VehicleForm'\n\nexport function EditVehicle({ account }: { account: SharedType.AccountDetail }) {\n const { setAccountManager } = useAccountContext()\n\n const { useUpdateAccount } = useAccountApi()\n const updateAccount = useUpdateAccount()\n\n return (\n {\n await updateAccount.mutateAsync({\n id: account.id,\n data: {\n provider: account.provider,\n data: {\n type: account.type,\n categoryUser: 'vehicle',\n name: `${make} ${model}`,\n vehicleMeta: {\n make,\n model,\n year: parseInt(year),\n },\n ...rest,\n },\n },\n })\n\n setAccountManager({ view: 'idle' })\n }}\n />\n )\n}\n" }, { "path": "libs/client/features/src/accounts-manager/vehicle/VehicleForm.tsx", "content": "import type { CreateVehicleFields, UpdateVehicleFields } from '@maybe-finance/client/shared'\nimport { Button, Input } from '@maybe-finance/design-system'\nimport { DateUtil } from '@maybe-finance/shared'\nimport { useForm } from 'react-hook-form'\nimport { AccountValuationFormFields } from '../AccountValuationFormFields'\n\ntype Props =\n | {\n mode: 'create'\n defaultValues: CreateVehicleFields\n onSubmit(data: CreateVehicleFields): void\n }\n | {\n mode: 'update'\n defaultValues: UpdateVehicleFields\n onSubmit(data: UpdateVehicleFields): void\n }\n\nexport default function VehicleForm({ mode, defaultValues, onSubmit }: Props) {\n const {\n register,\n control,\n handleSubmit,\n watch,\n formState: { errors, isSubmitting, isValid },\n } = useForm({\n mode: 'onChange',\n defaultValues,\n })\n\n const startDate = watch('startDate')\n const currentBalanceEditable = !startDate || !DateUtil.isToday(startDate)\n\n return (\n
    \n
    \n
    Details
    \n
    \n \n\n \n\n \n v != null &&\n parseInt(v) > 1800 &&\n parseInt(v) < new Date().getFullYear() + 2,\n })}\n />\n
    \n
    \n\n {mode === 'create' && (\n
    \n
    Valuation
    \n
    \n \n
    \n
    \n )}\n\n \n {mode === 'create' ? 'Add vehicle' : 'Update'}\n \n \n )\n}\n" }, { "path": "libs/client/features/src/accounts-manager/vehicle/index.ts", "content": "export * from './AddVehicle'\nexport * from './EditVehicle'\n" }, { "path": "libs/client/features/src/data-editor/account/AccountEditor.tsx", "content": "import type { ColumnDef } from '@tanstack/react-table'\nimport type { AccountCategory } from '@prisma/client'\nimport type { TableType } from '@maybe-finance/client/shared'\nimport type { SharedType } from '@maybe-finance/shared'\n\nimport { DataTable, EditableCell, useAccountApi } from '@maybe-finance/client/shared'\nimport { Tooltip } from '@maybe-finance/design-system'\nimport { AccountUtil } from '@maybe-finance/shared'\nimport { DateTime } from 'luxon'\nimport { useMemo, useState } from 'react'\nimport { RiQuestionLine } from 'react-icons/ri'\nimport classNames from 'classnames'\nimport toast from 'react-hot-toast'\n\nexport type AccountEditorProps = { className?: string }\n\nexport type AccountRow = Pick<\n SharedType.Account,\n 'id' | 'name' | 'mask' | 'category' | 'startDate' | 'classification' | 'type' | 'categoryUser'\n> & {\n accountConnection?: SharedType.AccountConnection\n}\n\nexport function AccountEditor({ className }: AccountEditorProps) {\n const { useUpdateAccount, useAccounts } = useAccountApi()\n\n const updateAccountQuery = useUpdateAccount()\n\n const accountsQuery = useAccounts()\n\n const data = useMemo(\n () => AccountUtil.flattenAccounts(accountsQuery.data),\n [accountsQuery.data]\n )\n\n const [autoResetPage] = useState(false)\n\n const columns = useMemo[]>(\n () => [\n {\n header: 'Institution',\n accessorFn: (row) => {\n return row.accountConnection?.name\n ? `${row.accountConnection.name} (${row.mask})`\n : 'Manual'\n },\n },\n {\n header: 'Name',\n accessorKey: 'name',\n cell: EditableCell,\n meta: { type: 'string' } as TableType.ColumnMeta,\n size: 200,\n },\n {\n header: 'Category',\n id: 'categoryUser',\n accessorFn: (row) => row.category,\n cell: EditableCell,\n meta: {\n type: 'dropdown',\n options: (row) => {\n return AccountUtil.CATEGORY_MAP[row.original?.type ?? 'OTHER_ASSET'].map(\n (v) => v.value\n )\n },\n formatFn: (option) => AccountUtil.CATEGORIES[option as AccountCategory].plural,\n } as TableType.ColumnMeta,\n },\n {\n id: 'startDate',\n accessorFn: (row) =>\n row.startDate\n ? DateTime.fromJSDate(row.startDate, { zone: 'utc' }).toFormat(\n 'MM / dd / yyyy'\n )\n : 'Enter date',\n header: () => (\n
    \n

    Start date

    \n \n \n \n \n \n
    \n ),\n cell: EditableCell,\n meta: {\n type: 'date',\n } as TableType.ColumnMeta,\n },\n ],\n []\n )\n\n if (accountsQuery.isLoading) {\n return (\n
    \n

    Loading accounts...

    \n
    \n )\n }\n\n if (accountsQuery.isError) {\n return (\n
    \n

    Error loading account data

    \n
    \n )\n }\n\n if (accountsQuery.data && data.length === 0) {\n return (\n
    \n

    No accounts found

    \n
    \n )\n }\n\n return (\n
    \n {\n if (!row.original || !row.original.id) {\n toast.error('Something went wrong updating account')\n return\n }\n\n updateAccountQuery.mutate({\n id: row.original.id,\n data: {\n provider: undefined,\n data: {\n [key]: value,\n },\n },\n })\n }}\n />\n
    \n )\n}\n" }, { "path": "libs/client/features/src/data-editor/account/index.ts", "content": "export * from './AccountEditor'\n" }, { "path": "libs/client/features/src/data-editor/index.ts", "content": "export * from './account'\nexport * from './transaction'\n" }, { "path": "libs/client/features/src/data-editor/transaction/TransactionEditor.tsx", "content": "import type { ColumnDef, PaginationState } from '@tanstack/react-table'\nimport type { TableType } from '@maybe-finance/client/shared'\nimport type { SharedType } from '@maybe-finance/shared'\n\nimport { DataTable, EditableCell, useTransactionApi } from '@maybe-finance/client/shared'\nimport { NumberUtil, TransactionUtil } from '@maybe-finance/shared'\nimport classNames from 'classnames'\nimport { DateTime } from 'luxon'\nimport { useMemo, useState } from 'react'\nimport toast from 'react-hot-toast'\n\nexport type TransactionEditorProps = { className?: string }\n\nexport type TransactionRow = Pick<\n SharedType.Transaction,\n 'id' | 'name' | 'category' | 'date' | 'amount' | 'excluded'\n> & {\n account: SharedType.Account\n}\n\nconst PAGE_SIZE = 10\n\nexport function TransactionEditor({ className }: TransactionEditorProps) {\n const [autoResetPage] = useState(true)\n\n const [{ pageIndex, pageSize }, setPagination] = useState({\n pageIndex: 0,\n pageSize: PAGE_SIZE,\n })\n\n const { useTransactions, useUpdateTransaction } = useTransactionApi()\n\n const transactionsQuery = useTransactions({ pageSize, pageIndex }, { keepPreviousData: true })\n\n const updateTransactionQuery = useUpdateTransaction()\n\n const columns = useMemo[]>(\n () => [\n {\n id: 'date',\n accessorFn: (row) =>\n DateTime.fromJSDate(row.date, { zone: 'utc' }).toFormat('MMM dd, yyyy'),\n header: 'Date',\n minSize: 125,\n size: 125,\n },\n {\n id: 'account',\n accessorFn: (row) => row.account.name,\n header: 'Account',\n },\n {\n header: 'Name',\n accessorKey: 'name',\n size: 300,\n },\n {\n header: 'Amount',\n accessorFn: (row) => NumberUtil.format(row.amount, 'currency'),\n },\n {\n header: 'Category',\n id: 'categoryUser',\n accessorKey: 'category',\n cell: EditableCell,\n meta: {\n type: 'dropdown',\n options: TransactionUtil.CATEGORIES,\n } as TableType.ColumnMeta,\n },\n {\n header: 'Excluded',\n accessorKey: 'excluded',\n cell: EditableCell,\n size: 40,\n maxSize: 40,\n meta: { type: 'boolean' } as TableType.ColumnMeta,\n },\n ],\n []\n )\n\n if (transactionsQuery.isLoading) {\n return (\n
    \n

    Loading transactions...

    \n
    \n )\n }\n\n if (transactionsQuery.isError) {\n return (\n
    \n

    Error loading transaction data

    \n
    \n )\n }\n\n if (transactionsQuery.data && transactionsQuery.data.transactions.length === 0) {\n return (\n
    \n

    No transactions found in your account

    \n
    \n )\n }\n\n return (\n
    \n

    \n For more advanced transaction editing, please go to the specific account page and\n edit the transaction inline.\n

    \n\n ({\n ...txn,\n amount: txn.amount.negated(),\n })) ?? []\n }\n autoResetPage={autoResetPage}\n mutateFn={(row, key, value) => {\n if (!row.original || !row.original.id) {\n toast.error('Something went wrong updating transaction')\n return\n }\n\n updateTransactionQuery.mutate({\n id: row.original.id,\n data: {\n [key]: value,\n },\n })\n }}\n paginationOpts={{\n pagination: { pageIndex, pageSize },\n onChange: setPagination,\n pageCount: transactionsQuery.data?.pageCount ?? -1,\n }}\n />\n
    \n )\n}\n" }, { "path": "libs/client/features/src/data-editor/transaction/index.ts", "content": "export * from './TransactionEditor'\n" }, { "path": "libs/client/features/src/holdings-list/CostBasisForm.tsx", "content": "import { Button, InputCurrency, RadioGroup, Tooltip } from '@maybe-finance/design-system'\nimport { Controller, useForm } from 'react-hook-form'\nimport { RiQuestionLine } from 'react-icons/ri'\n\ntype FormValues =\n | { type: 'calculated'; costBasisUser: null }\n | { type: 'manual'; costBasisUser: number }\n\ntype Props = {\n defaultValues: FormValues\n onSubmit(data: FormValues): void\n onClose(): void\n isEstimate: boolean\n}\n\nexport function CostBasisForm({ defaultValues, onSubmit, onClose, isEstimate }: Props) {\n const {\n watch,\n control,\n handleSubmit,\n formState: { isSubmitting, isValid },\n } = useForm({ mode: 'onChange', defaultValues })\n\n const type = watch('type')\n\n return (\n
    \n (\n \n \n \n {isEstimate ? 'Use estimated average' : 'Use recommended value'}\n {isEstimate && (\n \n We do our best to calculate exact cost basis, but in\n some cases where we have missing data from our\n providers, we rely on a crude average calculation.\n \n }\n >\n \n \n \n \n )}\n \n \n \n \n Use manual value\n \n \n \n )}\n />\n\n {type === 'manual' && (\n {\n return (\n per share\n }\n error={error?.message}\n />\n )\n }}\n />\n )}\n\n
    \n \n \n
    \n \n )\n}\n" }, { "path": "libs/client/features/src/holdings-list/HoldingList.tsx", "content": "import type { SharedType } from '@maybe-finance/shared'\nimport type { HoldingRowData } from './HoldingsTable'\nimport { useMemo } from 'react'\nimport { useAccountApi, useUserAccountContext, InfiniteScroll } from '@maybe-finance/client/shared'\nimport { LoadingSpinner } from '@maybe-finance/design-system'\nimport { HoldingsTable } from './HoldingsTable'\n\ninterface HoldingListProps {\n accountId: number\n}\n\nexport function HoldingList({ accountId }: HoldingListProps) {\n const { isReady } = useUserAccountContext()\n\n const { useAccountHoldings } = useAccountApi()\n\n const accountHoldingsQuery = useAccountHoldings(\n { id: accountId },\n { enabled: !!accountId && isReady }\n )\n\n const data = useMemo(() => {\n if (!accountHoldingsQuery.isSuccess) return []\n\n const mapHolding = (holding: SharedType.AccountHolding) =>\n ({\n holdingId: holding.id,\n securityId: holding.securityId,\n symbol: holding.symbol,\n name: holding.name ?? 'Holding',\n costBasis: holding.costBasis,\n costBasisUser: holding.costBasisUser,\n costBasisProvider: holding.costBasisProvider,\n price: holding.price,\n value: holding.value,\n quantity: holding.quantity,\n sharesPerContract: holding.sharesPerContract,\n returnTotal: holding.trend.total,\n returnToday: holding.trend.today,\n excluded: holding.excluded,\n holding,\n } as HoldingRowData)\n\n return accountHoldingsQuery.data.pages.flatMap((p) => p.holdings).map((h) => mapHolding(h))\n }, [accountHoldingsQuery])\n\n return (\n
    \n document.getElementById('mainScrollArea')}\n useWindow={false}\n initialLoad={false}\n loadMore={() => accountHoldingsQuery.fetchNextPage()}\n hasMore={accountHoldingsQuery.hasNextPage}\n >\n {accountHoldingsQuery.isSuccess &&\n (data.length ? (\n \n ) : (\n
    No holdings found
    \n ))}\n \n {(accountHoldingsQuery.isLoading || accountHoldingsQuery.isFetchingNextPage) && (\n
    \n \n
    \n )}\n
    \n )\n}\n" }, { "path": "libs/client/features/src/holdings-list/HoldingPopout.tsx", "content": "import type { Holding, Security } from '@prisma/client'\nimport { RiCloseFill, RiPencilLine, RiInformationLine, RiQuestionLine } from 'react-icons/ri'\nimport Image from 'next/legacy/image'\nimport { NumberUtil } from '@maybe-finance/shared'\nimport {\n BrowserUtil,\n TrendBadge,\n useHoldingApi,\n usePopoutContext,\n useSecurityApi,\n} from '@maybe-finance/client/shared'\nimport { Button, Toggle, FractionalCircle, Tooltip } from '@maybe-finance/design-system'\nimport debounce from 'lodash/debounce'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { AnimatePresence, motion } from 'framer-motion'\nimport { CostBasisForm } from './CostBasisForm'\nimport { SecurityPriceChart } from './SecurityPriceChart'\nimport AnimateHeight from 'react-animate-height'\n\nexport type HoldingPopoutProps = {\n holdingId: Holding['id']\n securityId: Security['id']\n}\n\nexport function HoldingPopout({ holdingId, securityId }: HoldingPopoutProps) {\n const { close } = usePopoutContext()\n\n const { useHolding, useUpdateHolding, useHoldingInsights } = useHoldingApi()\n const { data: holding, isLoading } = useHolding(holdingId)\n const { useSecurity, useSecurityDetails } = useSecurityApi()\n\n const security = useSecurity(securityId)\n const securityDetails = useSecurityDetails(securityId)\n\n const updateHolding = useUpdateHolding()\n const holdingInsights = useHoldingInsights(holdingId)\n\n const [isEditingCost, setIsEditingCost] = useState(false)\n const [excluded, setExcluded] = useState()\n\n useEffect(() => {\n setExcluded(holding?.excluded)\n }, [holding?.excluded])\n\n const mutate = useCallback(\n async (excluded: boolean) => {\n try {\n await updateHolding.mutateAsync({ id: holdingId, data: { excluded } })\n } catch (e) {\n setExcluded(!excluded)\n }\n },\n [updateHolding, holdingId]\n )\n\n const debouncedMutate = useMemo(() => debounce(mutate, 1000), [mutate])\n\n const onExcludedChange = useCallback(\n (excluded: boolean) => {\n setExcluded(excluded)\n debouncedMutate(excluded)\n },\n [debouncedMutate]\n )\n\n return (\n
    \n
    \n \n
    \n\n {isLoading ? (\n
    Loading holding...
    \n ) : !holding ? (\n
    \n Sorry, we couldn't load this holding. Please try again or contact us.\n
    \n ) : (\n <>\n
    \n
    \n

    {holding.name}

    \n {holding.symbol}\n
    \n
    \n {\n // Fail gracefully and hide image\n currentTarget.onerror = null\n currentTarget.style.display = 'none'\n }}\n />\n
    \n
    \n
    \n \n {security.data?.pricing && (\n \n )}\n \n\n
    \n
    \n
    Open
    \n
    \n {NumberUtil.format(securityDetails.data?.day?.open, 'currency')}\n
    \n
    \n
    \n
    Prev close
    \n
    \n {NumberUtil.format(\n securityDetails.data?.day?.prevClose,\n 'currency'\n )}\n
    \n
    \n
    \n
    High
    \n
    \n {NumberUtil.format(securityDetails.data?.day?.high, 'currency')}\n
    \n
    \n
    \n
    52-wk high
    \n
    \n {NumberUtil.format(\n securityDetails.data?.year?.high,\n 'currency'\n )}\n
    \n
    \n
    \n
    Low
    \n
    \n {NumberUtil.format(securityDetails.data?.day?.high, 'currency')}\n
    \n
    \n
    \n
    52-wk low
    \n
    \n {NumberUtil.format(securityDetails.data?.year?.low, 'currency')}\n
    \n
    \n
    \n\n
    \n
    Overview
    \n\n
    \n
    \n
    Holdings
    \n
    \n {NumberUtil.format(holding.value, 'currency')}\n
    \n
    \n\n
    \n
    Shares
    \n
    \n {holding.quantity.toNumber()}\n
    \n
    \n\n
    \n
    Weighting
    \n
    \n {holdingInsights.data?.allocation ? (\n <>\n \n \n {NumberUtil.format(\n holdingInsights.data.allocation,\n 'percent',\n { signDisplay: 'never' }\n )}\n \n \n ) : (\n --\n )}\n
    \n
    \n\n
    \n
    \n
    Average Cost
    \n
    \n {NumberUtil.format(\n holding.costBasis?.dividedBy(holding.quantity),\n 'currency'\n )}\n \n per share\n \n setIsEditingCost((prev) => !prev)}\n />\n
    \n
    \n\n \n {isEditingCost && (\n \n {\n await updateHolding.mutate({\n id: holding.id,\n data: {\n costBasisUser:\n data.type === 'manual'\n ? data.costBasisUser *\n holding.quantity.toNumber()\n : null,\n },\n })\n\n setIsEditingCost(false)\n }}\n onClose={() => setIsEditingCost(false)}\n />\n \n )}\n \n
    \n\n
    \n
    Daily gain
    \n
    \n {holding.trend.today ? (\n \n ) : (\n '--'\n )}\n
    \n
    \n\n
    \n
    Total gain
    \n
    \n {holding.trend.total ? (\n \n ) : (\n '--'\n )}\n
    \n
    \n\n
    \n
    Dividend yield
    \n
    \n {NumberUtil.format(\n securityDetails?.data?.year?.dividends?.dividedBy(\n holding.price\n ),\n 'percent',\n {\n signDisplay: 'auto',\n maximumFractionDigits: 2,\n }\n )}\n
    \n
    \n\n
    \n
    Total dividend income
    \n
    \n {holdingInsights?.data?.dividends ? (\n NumberUtil.format(\n holdingInsights?.data?.dividends\n ?.negated()\n .toNumber(),\n 'currency'\n )\n ) : (\n --\n )}\n
    \n
    \n
    \n
    \n\n
    \n
    Market
    \n\n
    \n
    \n
    \n P/E ratio\n \n Approximated from most recent quarterly EPS\n value\n
    \n }\n >\n \n \n \n \n \n
    \n {securityDetails.data?.eps?.isPositive()\n ? holding.price\n .dividedBy(securityDetails.data.eps.times(4))\n .toFixed(2)\n : '--'}\n
    \n
    \n
    \n
    \n Earnings per share\n \n Most recent quarterly value\n
    \n }\n >\n \n \n \n \n \n
    \n {securityDetails.data?.eps?.toFixed(2) ?? '--'}\n
    \n
    \n
    \n
    Average volume
    \n
    \n {NumberUtil.format(\n securityDetails.data?.year?.volume?.dividedBy(52 * 5),\n 'short-decimal'\n )}\n
    \n
    \n
    \n
    Market cap
    \n
    \n {NumberUtil.format(\n securityDetails?.data?.marketCap,\n 'short-currency'\n )}\n
    \n
    \n \n
    \n\n
    \n \n
    \n \n \n )}\n \n )\n}\n" }, { "path": "libs/client/features/src/holdings-list/HoldingsTable.tsx", "content": "import type { ColumnDef } from '@tanstack/react-table'\nimport type { SharedType } from '@maybe-finance/shared'\nimport { useMemo } from 'react'\nimport Image from 'next/legacy/image'\nimport { useReactTable, getCoreRowModel, flexRender } from '@tanstack/react-table'\nimport { NumberUtil } from '@maybe-finance/shared'\nimport { BrowserUtil, TrendBadge, usePopoutContext } from '@maybe-finance/client/shared'\nimport { HoldingPopout } from './HoldingPopout'\nimport { RiEyeOffLine, RiQuestionLine } from 'react-icons/ri'\nimport { Tooltip } from '@maybe-finance/design-system'\n\nexport interface HoldingRowData {\n name: string\n price: SharedType.Decimal\n securityId: number\n costBasis: SharedType.Decimal | null\n costBasisUser: SharedType.Decimal | null\n costBasisProvider: SharedType.Decimal | null\n value: SharedType.Decimal\n quantity: SharedType.Decimal\n sharesPerContract: SharedType.Decimal | null\n returnTotal: SharedType.Trend | null\n returnToday: SharedType.Trend | null\n symbol: string | null\n holdingId?: number\n excluded: boolean\n holding: SharedType.AccountHolding\n}\n\ninterface HoldingsTableProps {\n data: HoldingRowData[]\n}\n\nexport function HoldingsTable({ data }: HoldingsTableProps) {\n const { open: openPopout } = usePopoutContext()\n\n const columns = useMemo(\n () => [\n {\n id: 'name',\n header: 'Name',\n accessorFn: (row) => row.symbol ?? row.name,\n cell: ({ row: { original: holding } }) => (\n
    \n
    \n
    \n {\n // Fail gracefully and hide image\n currentTarget.onerror = null\n currentTarget.style.display = 'none'\n }}\n />\n
    \n {holding.excluded && (\n
    \n \n
    \n )}\n
    \n
    \n
    {holding!.name}
    \n {holding!.symbol && (\n
    {holding!.symbol}
    \n )}\n
    \n
    \n ),\n } as ColumnDef,\n {\n header: 'Price',\n accessorKey: 'price',\n cell: ({ getValue }) => (\n
    \n {NumberUtil.format(getValue(), 'currency')}\n
    \n ),\n } as ColumnDef,\n {\n header: 'Cost',\n accessorKey: 'costBasis',\n cell: ({ getValue, row }) => {\n return (\n
    \n
    \n {!row.original.costBasisProvider && '~'}\n {NumberUtil.format(getValue(), 'currency')}\n
    \n
    \n per share\n {!row.original.costBasisProvider && (\n \n This value is an estimated average, due to missing\n data from one of our providers. You can adjust it by\n clicking on the holding.\n \n }\n >\n \n \n \n \n )}\n
    \n
    \n )\n },\n } as ColumnDef,\n {\n header: 'Holdings',\n accessorKey: 'quantity',\n cell: ({ getValue, row: { original: holding } }) => (\n
    \n
    \n {NumberUtil.format(holding!.value, 'currency')}\n
    \n
    \n {getValue().toNumber()}{' '}\n {holding!.sharesPerContract == null ? 'share' : 'contract'}\n {!getValue().eq(1) && 's'}\n
    \n
    \n ),\n } as ColumnDef,\n {\n header: 'Daily gain',\n accessorKey: 'returnToday',\n cell: (info) => ,\n } as ColumnDef,\n {\n header: 'Total gain',\n accessorKey: 'returnTotal',\n cell: (info) => ,\n } as ColumnDef,\n ],\n []\n )\n\n const table = useReactTable({\n data,\n columns,\n getCoreRowModel: getCoreRowModel(),\n })\n\n return (\n \n \n {table.getHeaderGroups().map((headerGroup) => (\n \n {headerGroup.headers.map((header) => (\n \n {!header.isPlaceholder &&\n flexRender(header.column.columnDef.header, header.getContext())}\n \n ))}\n \n ))}\n \n \n {table.getRowModel().rows.map((row) => (\n \n openPopout(\n \n )\n }\n >\n {row.getVisibleCells().map((cell) => (\n \n {flexRender(cell.column.columnDef.cell, cell.getContext())}\n \n ))}\n \n ))}\n \n
    \n )\n}\n\nfunction PerformanceMetric({ trend }: { trend: SharedType.Trend | null }) {\n if (!trend) return null\n\n return (\n
    \n
    \n {NumberUtil.format(trend.amount, 'currency', {\n minimumFractionDigits: 2,\n maximumFractionDigits: 2,\n })}\n
    \n \n
    \n )\n}\n" }, { "path": "libs/client/features/src/holdings-list/SecurityPriceChart.tsx", "content": "import { Badge } from '@maybe-finance/design-system'\nimport type { SharedType } from '@maybe-finance/shared'\nimport { NumberUtil } from '@maybe-finance/shared'\nimport { LinearGradient } from '@visx/gradient'\nimport { ParentSize } from '@visx/responsive'\nimport { scaleBand, scaleLinear } from '@visx/scale'\nimport { Area, AreaClosed, Circle } from '@visx/shape'\nimport { DateTime } from 'luxon'\nimport { useMemo } from 'react'\n\nexport function SecurityPriceChart({\n pricing,\n}: {\n pricing: SharedType.SecurityPricing[]\n}): JSX.Element {\n const xDomain = useMemo(() => pricing.map(({ date }) => date), [pricing])\n const yDomain = useMemo(() => {\n const values = pricing.map(({ priceClose }) => priceClose.toNumber())\n return [Math.min(...values), Math.max(...values)]\n }, [pricing])\n\n const xScale = scaleBand({\n domain: xDomain,\n })\n\n const yScale = scaleLinear({\n domain: yDomain,\n })\n\n return pricing.length > 1 ? (\n
    \n
    \n \n {NumberUtil.format(pricing[pricing.length - 1].priceClose, 'currency')}\n \n
    \n
    \n \n {({ width, height }) => {\n xScale.range([0, width])\n yScale.range([height, 0])\n\n return (\n \n {/* Cyan gradient under line */}\n \n\n {/* Closed area beneath line with gradient */}\n xScale(date) || 0}\n y={({ priceClose }) => yScale(priceClose.toNumber())}\n className=\"text-cyan\"\n fill=\"url(#area-gradient)\"\n />\n\n {/* Actual line */}\n xScale(date) || 0}\n y={({ priceClose }) => yScale(priceClose.toNumber())}\n className=\"text-cyan\"\n stroke=\"currentColor\"\n strokeWidth={2}\n />\n\n {/* Circle on last data point */}\n \n \n )\n }}\n \n
    \n
    \n {[0, pricing.length - 1].map((idx) => (\n \n {DateTime.fromJSDate(pricing[idx].date).toFormat('MMM yy')}\n \n ))}\n
    \n
    \n ) : (\n
    \n No historical data available\n
    \n )\n}\n" }, { "path": "libs/client/features/src/holdings-list/index.ts", "content": "export * from './HoldingList'\n" }, { "path": "libs/client/features/src/index.ts", "content": "export * from './accounts-list'\nexport * from './valuations-list'\nexport * from './holdings-list'\nexport * from './insights'\nexport * from './user-billing'\nexport * from './user-details'\nexport * from './user-security'\nexport * from './transactions-list'\nexport * from './investment-transactions-list'\nexport * from './layout'\nexport * from './accounts-manager'\nexport * from './net-worth-insights'\nexport * from './data-editor'\nexport * from './loan-details'\nexport * from './account'\nexport * from './plans'\nexport * from './onboarding'\n" }, { "path": "libs/client/features/src/insights/explainers/index.ts", "content": "export * from './investments'\nexport * from './net-worth'\n" }, { "path": "libs/client/features/src/insights/explainers/investments/AverageReturn.tsx", "content": "import { IndexTabs } from '@maybe-finance/design-system'\nimport { useRef } from 'react'\nimport { RiArticleLine } from 'react-icons/ri'\n\nimport {\n ExplainerExternalLink,\n ExplainerInfoBlock,\n ExplainerSection,\n ExplainerPerformanceBlock,\n} from '@maybe-finance/client/shared'\n\nexport function AverageReturn(): JSX.Element {\n const scrollContainer = useRef(null)\n\n const definition = useRef(null)\n const howAreWeGettingThisValue = useRef(null)\n const learnMore = useRef(null)\n\n return (\n
    \n
    Average return
    \n
    \n \n
    \n
    \n \n This is the portfolio’s return on investment. Basically, it’s the\n money made or lost on an investment over some period of time. It’s also\n the figure most investors refer to, to understand performance when compared to\n benchmarks like the S&P 500.\n \n It’s your “how much have I made?” number\n \n \n\n \n Is what you’re probably asking when seeing that number. We use the{' '}\n \n Modified Dietz Return\n {' '}\n method to calculate this from your holding and transaction data.\n \n\n \n \n Article from the Maybe blog on making equity investing part of your\n portfolio\n \n \n
    \n
    \n )\n}\n" }, { "path": "libs/client/features/src/insights/explainers/investments/Contributions.tsx", "content": "import { IndexTabs } from '@maybe-finance/design-system'\nimport { useRef } from 'react'\nimport { RiArticleLine } from 'react-icons/ri'\nimport {\n ExplainerExternalLink,\n ExplainerInfoBlock,\n ExplainerSection,\n} from '@maybe-finance/client/shared'\n\nexport function Contributions(): JSX.Element {\n const scrollContainer = useRef(null)\n\n const definition = useRef(null)\n const howAreWeGettingThisValue = useRef(null)\n const learnMore = useRef(null)\n\n return (\n
    \n
    Contributions
    \n
    \n \n
    \n
    \n \n This is how much you’ve invested into your portfolio, along with a monthly\n average.\n \n It’s your “how much have I invested?” number\n \n \n\n \n Is what you’re probably asking when seeing that number. Well, below is the\n formula we use:\n \n Total Deposits - Total Withdrawals\n \n \n\n \n \n Article from the Maybe blog on making equity investing part of your\n portfolio\n \n \n
    \n
    \n )\n}\n" }, { "path": "libs/client/features/src/insights/explainers/investments/PotentialGainLoss.tsx", "content": "import { IndexTabs } from '@maybe-finance/design-system'\nimport { useRef } from 'react'\nimport { RiArticleLine } from 'react-icons/ri'\nimport {\n ExplainerExternalLink,\n ExplainerInfoBlock,\n ExplainerSection,\n} from '@maybe-finance/client/shared'\n\nexport function PotentialGainLoss(): JSX.Element {\n const scrollContainer = useRef(null)\n\n const definition = useRef(null)\n const howAreWeGettingThisValue = useRef(null)\n const learnMore = useRef(null)\n\n return (\n
    \n
    Potential gain or loss
    \n
    \n \n
    \n
    \n \n The potential gain or loss is an indicator of what your “unrealized”\n (this means holdings you haven’t sold yet) gains or loss looks like.\n \n This is your “paper” gains or losses\n \n \n\n \n Is what you’re probably asking when seeing that number. Well, below is the\n formula we use:\n \n Total value - total cost basis\n \n \n\n \n \n Article from the Maybe blog on making equity investing part of your\n portfolio\n \n \n
    \n
    \n )\n}\n" }, { "path": "libs/client/features/src/insights/explainers/investments/SectorAllocation.tsx", "content": "import { IndexTabs } from '@maybe-finance/design-system'\nimport { useRef } from 'react'\nimport { RiArticleLine, RiMicLine } from 'react-icons/ri'\nimport {\n ExplainerExternalLink,\n ExplainerInfoBlock,\n ExplainerSection,\n} from '@maybe-finance/client/shared'\n\nexport function SectorAllocation(): JSX.Element {\n const scrollContainer = useRef(null)\n\n const definition = useRef(null)\n const howAreWeGettingThisValue = useRef(null)\n const learnMore = useRef(null)\n\n return (\n
    \n
    Sector allocation
    \n
    \n \n
    \n
    \n \n The sector allocation shows what % of your portfolio is in stocks in comparison\n to other asset classes. There are a few different methods of allocation and\n there’s no right or wrong answer as it’s always dependent on the\n investor’s attributes and their risk tolerance.\n \n % of stocks vs. % of other assets\n \n \n\n \n Is what you’re probably asking when seeing that number. Well, below is the\n formula we use:\n \n \n Total stock holdings / portfolio value, Total non-stock holdings /\n portfolio value\n \n \n \n\n \n \n Article from the Maybe blog on making equity investing part of your\n portfolio\n \n \n Podcast episode on matching your portfolio with your risk tolerance\n \n \n
    \n
    \n )\n}\n" }, { "path": "libs/client/features/src/insights/explainers/investments/TotalFees.tsx", "content": "import { IndexTabs } from '@maybe-finance/design-system'\nimport { useRef } from 'react'\nimport { RiArticleLine } from 'react-icons/ri'\nimport {\n ExplainerExternalLink,\n ExplainerInfoBlock,\n ExplainerSection,\n} from '@maybe-finance/client/shared'\n\nexport function TotalFees(): JSX.Element {\n const scrollContainer = useRef(null)\n\n const definition = useRef(null)\n const howAreWeGettingThisValue = useRef(null)\n const learnMore = useRef(null)\n\n return (\n
    \n
    Total fees
    \n
    \n \n
    \n
    \n \n These are the sum total of fees that you pay your broker for transacting on\n their platform. Some examples of fees could be deposit, withdrawal, processing,\n or advisory fees and even commissions on orders.\n \n What your broker charges you for using their platform\n \n \n\n \n Is what you’re probably asking when seeing that number. Well, below is the\n formula we use:\n \n Total fees paid to brokerage\n \n \n\n \n \n Article from the Maybe blog on making equity investing part of your\n portfolio\n \n \n
    \n
    \n )\n}\n" }, { "path": "libs/client/features/src/insights/explainers/investments/index.ts", "content": "export * from './SectorAllocation'\nexport * from './AverageReturn'\nexport * from './Contributions'\nexport * from './PotentialGainLoss'\nexport * from './TotalFees'\n" }, { "path": "libs/client/features/src/insights/explainers/net-worth/BadDebt.tsx", "content": "import { IndexTabs } from '@maybe-finance/design-system'\nimport type { ReactNode } from 'react'\nimport { useRef } from 'react'\nimport { RiArticleLine, RiMicLine } from 'react-icons/ri'\nimport {\n ExplainerExternalLink,\n ExplainerInfoBlock,\n ExplainerSection,\n} from '@maybe-finance/client/shared'\n\nconst Em = ({ children }: { children: ReactNode }) => (\n {children}\n)\n\nexport function BadDebt(): JSX.Element {\n const scrollContainer = useRef(null)\n\n const definition = useRef(null)\n const howAreWeGettingThisValue = useRef(null)\n const resources = useRef(null)\n\n return (\n
    \n
    Bad debt
    \n
    \n \n
    \n
    \n \n Bad debt is debt that provides no future value to you such as a personal loan or\n credit card debt. Ideally this is less than 35%.\n \n Debt that's not building wealth\n \n \n\n \n Is what you’re probably asking when seeing that number. Well, below is the\n formula we use:\n \n \n All liabilities - [Liability type = investment or property]\n \n \n \n\n \n \n Podcast episode on investing vs. paying debt\n \n \n Article from the Maybe blog on investing vs. paying debt\n \n \n Article from the Maybe blog on asset allocation\n \n \n
    \n
    \n )\n}\n" }, { "path": "libs/client/features/src/insights/explainers/net-worth/GoodDebt.tsx", "content": "import { IndexTabs } from '@maybe-finance/design-system'\nimport type { ReactNode } from 'react'\nimport { useRef } from 'react'\nimport { RiArticleLine, RiMicLine } from 'react-icons/ri'\nimport {\n ExplainerExternalLink,\n ExplainerInfoBlock,\n ExplainerSection,\n} from '@maybe-finance/client/shared'\n\nconst Em = ({ children }: { children: ReactNode }) => (\n {children}\n)\n\nexport function GoodDebt(): JSX.Element {\n const scrollContainer = useRef(null)\n\n const definition = useRef(null)\n const howAreWeGettingThisValue = useRef(null)\n const resources = useRef(null)\n\n return (\n
    \n
    Good debt
    \n
    \n \n
    \n
    \n \n Good debt is debt that grows future wealth such as a student loan, or builds\n equity in a productive asset such as a home loan. Ideally this is{' '}\n more than 65%.\n \n Debt that's building wealth\n \n \n\n \n Is what you’re probably asking when seeing that number. Well, below is the\n formula we use:\n \n \n Liability type = investment or property\n \n \n \n\n \n \n Podcast episode on investing vs. paying debt\n \n \n Article from the Maybe blog on investing vs. paying debt\n \n \n Article from the Maybe blog on asset allocation\n \n \n
    \n
    \n )\n}\n" }, { "path": "libs/client/features/src/insights/explainers/net-worth/IlliquidAssets.tsx", "content": "import { IndexTabs } from '@maybe-finance/design-system'\nimport type { ReactNode } from 'react'\nimport { useRef } from 'react'\nimport { RiArticleLine } from 'react-icons/ri'\nimport {\n ExplainerExternalLink,\n ExplainerInfoBlock,\n ExplainerSection,\n} from '@maybe-finance/client/shared'\n\nconst Em = ({ children }: { children: ReactNode }) => (\n {children}\n)\n\nexport function IlliquidAssets(): JSX.Element {\n const scrollContainer = useRef(null)\n\n const definition = useRef(null)\n const howAreWeGettingThisValue = useRef(null)\n const resources = useRef(null)\n\n return (\n
    \n
    Hard to cash in assets
    \n
    \n \n
    \n
    \n \n Also called illiquid assets, these are assets you own that will take a\n significant amount of time to convert into spendable cash.\n \n Asset → cash, done slow\n \n \n\n \n Is what you’re probably asking when seeing that number. Well, below is the\n formula we use:\n \n Asset type = property\n \n \n\n \n \n Article from the Maybe blog on asset allocation\n \n \n
    \n
    \n )\n}\n" }, { "path": "libs/client/features/src/insights/explainers/net-worth/IncomePayingDebt.tsx", "content": "import { IndexTabs, Listbox } from '@maybe-finance/design-system'\nimport Link from 'next/link'\nimport type { ReactNode } from 'react'\nimport { useState } from 'react'\nimport { useRef } from 'react'\nimport { RiArticleLine, RiMicLine } from 'react-icons/ri'\nimport type { InsightState } from '../../'\nimport { InsightStateNames, InsightStateColors } from '../../'\nimport {\n ExplainerExternalLink,\n ExplainerInfoBlock,\n ExplainerSection,\n ExplainerPerformanceBlock,\n} from '@maybe-finance/client/shared'\n\nconst Em = ({ children }: { children: ReactNode }) => (\n {children}\n)\n\nexport function IncomePayingDebt({ defaultState }: { defaultState: InsightState }): JSX.Element {\n const scrollContainer = useRef(null)\n\n const definition = useRef(null)\n const howAreWeGettingThisValue = useRef(null)\n const whyYouShouldCare = useRef(null)\n const incorrectData = useRef(null)\n const learnMore = useRef(null)\n\n const [performance, setPerformance] = useState(defaultState)\n\n return (\n
    \n
    Income paying debt
    \n
    \n \n
    \n
    \n \n This is how much of your income is going towards paying debt. This is also\n called the debt-to-income ratio. Ideally this is less than 36%.\n \n The % of money you make that pays debt\n \n \n\n \n Is what you’re probably asking when seeing that number. Well, below is the\n formula we use:\n \n \n Monthly debt payments ÷ Monthly income\n \n \n \n\n \n The income paying debt is one of the ways lenders measure your ability to manage\n monthly payments to repay money that you intend to borrow.\n \n
    \n If your income paying debt is{' '}\n \n \n {InsightStateNames[performance]}\n \n \n {['healthy', 'review', 'at-risk'].map((option) => (\n \n {InsightStateNames[option as InsightState]}\n \n ))}\n \n \n
    \n
      \n {performance === 'at-risk' && (\n <>\n
    • \n You may be spending too much of your income paying debts\n
      • \n
    • \n Postpone any large purchases that may use credit, to make\n sure you avoid taking on more debt\n
      • \n
    • \n If possible, increase the amount you pay monthly towards\n your debt to reduce your debt-to-income\n
      • \n \n )}\n {performance === 'review' && (\n <>\n
    • \n Postpone any large purchases that may use credit, to make\n sure you avoid taking on more debt\n
      • \n
    • \n If possible, increase the amount you pay monthly towards\n your debt to reduce your debt-to-income\n
      • \n
    • \n You could also see if you could reconfigure some parts of\n your loans, like extending duration or seeing if\n you’re eligible for a lower interest rate\n
      • \n \n )}\n {performance === 'healthy' && (\n <>\n
    • Your income is paying for an appropriate amount of debt
      • \n
    • Lenders are likely to be willing to offer credit to you
      • \n \n )}\n
    \n     \n     \n\n \n If you think the value we’re showing you is incorrect, here’s what\n might be happening.\n
      \n
    • \n Our data provider misclassified a transaction/s, which you can{' '}\n \n fix here\n \n
      • \n
    • \n We may not be getting enough data from the data provider around an\n account(s)\n
      • \n
    • \n You haven’t connected all of your accounts, which is returning an\n incorrect value, make sure to add all your accounts\n
      • \n
    \n     \n\n \n \n Podcast episode on investing vs. paying debt\n \n \n Article from the Maybe blog on investing vs. paying debt\n \n \n
    \n
    \n )\n}\n" }, { "path": "libs/client/features/src/insights/explainers/net-worth/LiquidAssets.tsx", "content": "import { IndexTabs } from '@maybe-finance/design-system'\nimport type { ReactNode } from 'react'\nimport { useRef } from 'react'\nimport { RiArticleLine } from 'react-icons/ri'\nimport {\n ExplainerExternalLink,\n ExplainerInfoBlock,\n ExplainerSection,\n} from '@maybe-finance/client/shared'\n\nconst Em = ({ children }: { children: ReactNode }) => (\n {children}\n)\n\nexport function LiquidAssets(): JSX.Element {\n const scrollContainer = useRef(null)\n\n const definition = useRef(null)\n const howAreWeGettingThisValue = useRef(null)\n const resources = useRef(null)\n\n return (\n
    \n
    Easy to cash in assets
    \n
    \n \n
    \n
    \n \n Also called liquid assets, these are assets you own that can easily be\n converted into spendable cash within a short period of time.\n \n Asset → cash, done fast\n \n \n\n \n Is what you’re probably asking when seeing that number. Well, below is the\n formula we use:\n \n Asset type = cash\n \n \n\n \n \n Article from the Maybe blog on asset allocation\n \n \n
    \n
    \n )\n}\n" }, { "path": "libs/client/features/src/insights/explainers/net-worth/NetWorthTrend.tsx", "content": "import { IndexTabs } from '@maybe-finance/design-system'\nimport classNames from 'classnames'\nimport Link from 'next/link'\nimport type { ReactNode } from 'react'\nimport { useRef } from 'react'\nimport { RiArrowRightDownLine, RiArrowRightUpLine, RiArticleLine } from 'react-icons/ri'\nimport {\n ExplainerExternalLink,\n ExplainerInfoBlock,\n ExplainerSection,\n ExplainerPerformanceBlock,\n} from '@maybe-finance/client/shared'\n\nconst Em = ({ children }: { children: ReactNode }) => (\n {children}\n)\n\nexport function NetWorthTrend(): JSX.Element {\n const scrollContainer = useRef(null)\n\n const definition = useRef(null)\n const howAreWeGettingThisValue = useRef(null)\n const whyYouShouldCare = useRef(null)\n const incorrectData = useRef(null)\n const learnMore = useRef(null)\n\n return (\n
    \n
    Net worth trend
    \n
    \n \n
    \n
    \n \n This is an indicator of how your net worth is changing over time. Ideally the{' '}\n trend is positive over a long period of time as you pay down debt and\n acquire assets.\n \n It’s your “how am I doing money-wise?”\n \n \n\n \n Is what you’re probably asking when seeing that number. Well, below is the\n formula we use:\n \n \n [Latest net worth - Earliest net worth] ÷ Earliest net worth\n \n \n \n\n \n The net worth trend value helps to review where you are financially. It\n lets you know what progress you’re making and what moves you\n should make.\n \n {(color) => (\n <>\n
    \n \n \n If you're trending positively\n \n
    \n
      \n
    • \n You’re getting closer to your short and long-term\n goals\n
      • \n
    • \n Your actions are paying off, whether that’s increasing\n you’re income, having a good savings rate, or\n investing wisely\n
      • \n
    \n \n )}\n     \n \n {(color) => (\n <>\n
    \n \n \n If you're trending negatively\n \n
    \n
      \n
    • \n Don’t panic, this just means there’s more room\n for improvement\n
      • \n
    • \n Understand your expenses and cut any unnecessary spending\n
      • \n
    • Build a plan for paying down any bad debt
      • \n
    • \n Take a more aggressive stance on saving your money and\n investing\n
      • \n
    \n \n )}\n     \n     \n\n \n If you think the value we’re showing you is incorrect, here’s what\n might be happening.\n
      \n
    • \n Our data provider misclassified a transaction/s, which you can{' '}\n \n fix here\n \n
      • \n
    • \n We may not be getting enough data from the data provider around an\n account(s)\n
      • \n
    • \n You haven’t connected all of your accounts, which is returning an\n incorrect value, make sure to add all your accounts\n
      • \n
    \n     \n\n \n \n Article from the Maybe blog on expenses\n \n \n
    \n
    \n )\n}\n" }, { "path": "libs/client/features/src/insights/explainers/net-worth/SafetyNet.tsx", "content": "import { IndexTabs, Listbox } from '@maybe-finance/design-system'\nimport Link from 'next/link'\nimport type { ReactNode } from 'react'\nimport { useState } from 'react'\nimport { useRef } from 'react'\nimport { RiArticleLine, RiMicLine } from 'react-icons/ri'\nimport type { InsightState } from '../../'\nimport { InsightStateNames, InsightStateColors } from '../../'\nimport {\n ExplainerExternalLink,\n ExplainerInfoBlock,\n ExplainerSection,\n ExplainerPerformanceBlock,\n} from '@maybe-finance/client/shared'\n\nconst Em = ({ children }: { children: ReactNode }) => (\n {children}\n)\n\nexport function SafetyNet({ defaultState }: { defaultState: InsightState }): JSX.Element {\n const scrollContainer = useRef(null)\n\n const definition = useRef(null)\n const howAreWeGettingThisValue = useRef(null)\n const whyYouShouldCare = useRef(null)\n const incorrectData = useRef(null)\n const learnMore = useRef(null)\n\n const [performance, setPerformance] = useState(defaultState)\n\n return (\n
    \n
    Safety net
    \n
    \n \n
    \n
    \n \n Your safety net is the number of months you could pay expenses if you\n were to only rely on your emergency funds.\n \n It’s like your personal runway in case of emergency\n \n \n\n \n Is what you’re probably asking when seeing that number. Well, below is the\n formula we use:\n \n \n Cash or cash equivalent assets ÷ Monthly Expenses\n \n \n \n\n \n The safety net is a good measure of{' '}\n \n how much of a buffer you’ve built, if something unexpected were to\n happen\n \n , home repair, medical bills or anything of that nature.\n \n
    \n If your safety net is{' '}\n \n \n {InsightStateNames[performance]}\n \n \n {['excessive', 'healthy', 'review', 'at-risk'].map((option) => (\n \n {InsightStateNames[option as InsightState]}\n \n ))}\n \n \n
    \n
      \n {performance === 'at-risk' && (\n <>\n
    • \n You may not have enough cash to handle unexpected spending\n or emergencies\n
      • \n
    • \n You may want to review your savings and rate of spending\n
      • \n \n )}\n {performance === 'review' && (\n <>\n
    • You may have enough cash for some financial emergencies
      • \n
    • \n You should consider working to decrease spending or increase\n cash reserves\n
      • \n \n )}\n {performance === 'healthy' && (\n <>\n
    • \n You have enough cash to handle emergencies such as a\n temporary loss of income\n
      • \n
    • You can comfortably invest any excess income
      • \n \n )}\n {performance === 'excessive' && (\n <>\n
    • \n You may be running the risk of losing money to inflation if\n you hold onto too much cash\n
      • \n
    • \n If you’re planning on deploying cash by timing the\n market, you should know this almost never works out in the\n long-term\n
      • \n \n )}\n
    \n     \n     \n\n \n If you think the value we’re showing you is incorrect, here’s what\n might be happening.\n
      \n
    • \n Our data provider misclassified a transaction/s, which you can{' '}\n \n fix here\n \n
      • \n
    • \n We may not be getting enough data from the data provider around an\n account(s)\n
      • \n
    • \n You haven’t connected all of your accounts, which is returning an\n incorrect value, make sure to add all your accounts\n
      • \n
    \n     \n\n \n \n Podcast episode on safety net\n \n \n Article from the Maybe blog on safety net\n \n \n
    \n
    \n )\n}\n" }, { "path": "libs/client/features/src/insights/explainers/net-worth/TotalDebtRatio.tsx", "content": "import { IndexTabs } from '@maybe-finance/design-system'\nimport type { ReactNode } from 'react'\nimport { useRef } from 'react'\nimport { RiArticleLine, RiMicLine } from 'react-icons/ri'\nimport {\n ExplainerExternalLink,\n ExplainerInfoBlock,\n ExplainerSection,\n} from '@maybe-finance/client/shared'\n\nconst Em = ({ children }: { children: ReactNode }) => (\n {children}\n)\n\nexport function TotalDebtRatio(): JSX.Element {\n const scrollContainer = useRef(null)\n\n const definition = useRef(null)\n const howAreWeGettingThisValue = useRef(null)\n const resources = useRef(null)\n\n return (\n
    \n
    Total debt ratio
    \n
    \n \n
    \n
    \n \n The total debt ratio is the measure of your borrowing ability in relation to\n your assets. Ideally this is less than 50%.
    \n
    \n This ratio also helps you understand how much of your assets are leveraged, as\n well as your debt levels.\n \n It's the “what % of my assets have I borrowed to get” number\n \n     \n\n \n Is what you’re probably asking when seeing that number. Well, below is the\n formula we use:\n \n Liabilities ÷ Assets\n \n \n\n \n \n Podcast episode on investing vs. paying debt\n \n \n Article from the Maybe blog on investing vs. paying debt\n \n \n
    \n
    \n )\n}\n" }, { "path": "libs/client/features/src/insights/explainers/net-worth/YieldingAssets.tsx", "content": "import { IndexTabs } from '@maybe-finance/design-system'\nimport type { ReactNode } from 'react'\nimport { useRef } from 'react'\nimport { RiArticleLine } from 'react-icons/ri'\nimport {\n ExplainerExternalLink,\n ExplainerInfoBlock,\n ExplainerSection,\n} from '@maybe-finance/client/shared'\n\nconst Em = ({ children }: { children: ReactNode }) => (\n {children}\n)\n\nexport function YieldingAssets(): JSX.Element {\n const scrollContainer = useRef(null)\n\n const definition = useRef(null)\n const howAreWeGettingThisValue = useRef(null)\n const resources = useRef(null)\n\n return (\n
    \n
    Assets that work for you
    \n
    \n \n
    \n
    \n \n These are assets you own that should provide some sort of appreciation. Ideally\n this is more than 50%.\n \n These assets are your “wealth builders”\n \n \n\n \n Is what you’re probably asking when seeing that number. Well, below is the\n formula we use:\n \n \n Asset type = investment or property\n \n \n \n\n \n \n Article from the Maybe blog on asset allocation\n \n \n
    \n
    \n )\n}\n" }, { "path": "libs/client/features/src/insights/explainers/net-worth/index.ts", "content": "export * from './IncomePayingDebt'\nexport * from './NetWorthTrend'\nexport * from './SafetyNet'\n\nexport * from './YieldingAssets'\nexport * from './LiquidAssets'\nexport * from './IlliquidAssets'\n\nexport * from './TotalDebtRatio'\nexport * from './GoodDebt'\nexport * from './BadDebt'\n" }, { "path": "libs/client/features/src/insights/index.ts", "content": "export * from './insight-states'\nexport * as Explainers from './explainers'\n" }, { "path": "libs/client/features/src/insights/insight-states.ts", "content": "import type { Prisma } from '@prisma/client'\n\nexport type InsightState = 'healthy' | 'review' | 'at-risk' | 'excessive'\n\nexport const InsightStateNames: Record = {\n healthy: 'Healthy',\n review: 'Review',\n 'at-risk': 'At risk',\n excessive: 'Excessive',\n}\n\nexport const InsightStateColors: Record = {\n healthy: 'teal',\n review: 'yellow',\n 'at-risk': 'red',\n excessive: 'yellow',\n}\n\nexport const InsightStateColorClasses: Record = {\n healthy: 'text-teal',\n review: 'text-yellow',\n 'at-risk': 'text-red',\n excessive: 'text-yellow',\n}\n\nexport function safetyNetState(months: Prisma.Decimal): InsightState {\n if (months.gt(12)) return 'excessive'\n if (months.gte(6)) return 'healthy'\n if (months.gte(3)) return 'review'\n return 'at-risk'\n}\n\nexport function incomePayingDebtState(debtIncomeRatio: Prisma.Decimal): InsightState {\n if (debtIncomeRatio.lt(0.25)) return 'healthy'\n if (debtIncomeRatio.lt(0.36)) return 'review'\n return 'at-risk'\n}\n" }, { "path": "libs/client/features/src/investment-transactions-list/InvestmentTransactionList.tsx", "content": "import { useMemo } from 'react'\nimport { LoadingSpinner } from '@maybe-finance/design-system'\nimport { DateTime } from 'luxon'\nimport { useAccountApi, useUserAccountContext, InfiniteScroll } from '@maybe-finance/client/shared'\nimport groupBy from 'lodash/groupBy'\nimport { InvestmentTransactionListItem } from './InvestmentTransactionListItem'\nimport type { SharedType } from '@maybe-finance/shared'\n\nexport function InvestmentTransactionList({\n accountId,\n filter,\n}: {\n accountId: number\n filter?: { category?: SharedType.InvestmentTransactionCategory }\n}) {\n const { isReady } = useUserAccountContext()\n\n const { useAccountInvestmentTransactions } = useAccountApi()\n\n const accountTransactionsQuery = useAccountInvestmentTransactions(\n { id: accountId, ...filter },\n { enabled: !!accountId && isReady, keepPreviousData: true }\n )\n\n const groupedTransactions = useMemo(() => {\n if (!accountTransactionsQuery.data?.pages) return {}\n\n // Flatten, normalize, and group transactions by date\n const transactions = accountTransactionsQuery.data.pages\n .flatMap((page) => page.investmentTransactions)\n .map((txn) => ({\n ...txn,\n dateFormatted: DateTime.fromJSDate(txn.date, { zone: 'utc' }).toFormat(\n 'MMM d yyyy'\n ),\n // Flip amount values to be more user-friendly (positive inflow, negative outflow)\n amount: txn.amount.negated(),\n }))\n\n return groupBy(transactions, (t) => t.dateFormatted)\n }, [accountTransactionsQuery.data])\n\n return (\n
    \n {accountTransactionsQuery?.data && (\n <>\n {Object.keys(groupedTransactions).length ? (\n document.getElementById('mainScrollArea')}\n useWindow={false}\n initialLoad={false}\n loadMore={() => accountTransactionsQuery.fetchNextPage()}\n hasMore={accountTransactionsQuery.hasNextPage}\n >\n
    \n {[...Object.keys(groupedTransactions)].map((group) => (\n
    \n
    {group}
    \n
    \n \n \n {groupedTransactions[group].map(\n (transaction) => (\n \n )\n )}\n \n
    \n
    \n
    \n ))}\n
    \n \n ) : (\n
    No transactions found
    \n )}\n\n {accountTransactionsQuery.isPreviousData &&\n Object.keys(groupedTransactions).length && (\n
    \n \n
    \n )}\n \n )}\n {((accountTransactionsQuery.isLoading && !accountTransactionsQuery?.data) ||\n accountTransactionsQuery.isFetchingNextPage) && (\n
    \n \n
    \n )}\n
    \n )\n}\n" }, { "path": "libs/client/features/src/investment-transactions-list/InvestmentTransactionListItem.tsx", "content": "import type { ReactNode } from 'react'\nimport {\n RiAddLine as PlusIcon,\n RiSubtractLine as MinusIcon,\n RiPercentLine as PercentIcon,\n RiArrowUpLine as UpArrowIcon,\n RiArrowDownLine as DownArrowIcon,\n RiArrowRightUpLine as UpRightArrowIcon,\n RiArrowRightDownLine as DownRightArrowIcon,\n RiCloseLine as XIcon,\n RiCoinLine as CoinIcon,\n} from 'react-icons/ri'\nimport { NumberUtil } from '@maybe-finance/shared'\nimport type { SharedType } from '@maybe-finance/shared'\n\nconst Em = ({ children }: { children: ReactNode }) => (\n {children}\n)\n\nexport function InvestmentTransactionListItem({\n transaction,\n}: {\n transaction: SharedType.AccountInvestmentTransaction\n}) {\n const isPositive = transaction.amount.isPositive()\n\n const iconColor =\n transaction.category === 'buy' ||\n transaction.category === 'sell' ||\n transaction.category === 'dividend'\n ? { buy: 'text-teal', sell: 'text-red', dividend: 'text-teal' }[transaction.category]\n : 'text-white'\n\n const Icon = {\n buy: PlusIcon,\n sell: MinusIcon,\n dividend: PercentIcon,\n transfer:\n transaction.securityId == null\n ? isPositive\n ? UpArrowIcon\n : DownArrowIcon\n : isPositive\n ? DownRightArrowIcon\n : UpRightArrowIcon,\n tax: CoinIcon,\n fee: CoinIcon,\n cancel: XIcon,\n other: null,\n }[transaction.category]\n\n return (\n \n \n
    \n \n {/* Use absolute element for background because we can't use bg-opacity with bg-current */}\n
    \n\n {Icon && }\n
    \n \n
    \n {(() => {\n const { category, security, amount, price } = transaction\n const quantity = transaction.quantity.abs()\n\n switch (category) {\n case 'buy':\n case 'sell':\n return (\n <>\n {security?.name ?? transaction.name}\n
    \n {category === 'buy' ? 'Bought ' : 'Sold '}\n \n {quantity.toDecimalPlaces(2).toNumber()}{' '}\n {security?.sharesPerContract == null\n ? 'share'\n : 'contract'}\n {!quantity.equals(1) && 's'}\n {' '}\n at{' '}\n \n {NumberUtil.format(price, 'currency')}\n {!quantity.equals(1) && ' each'}\n \n
    \n \n )\n case 'dividend':\n return (\n <>\n {security?.name ?? transaction.name}\n
    \n Received{' '}\n {NumberUtil.format(amount, 'currency')} in\n dividends\n
    \n \n )\n case 'transfer': {\n const hasSecurity = security != null\n return (\n <>\n {hasSecurity\n ? isPositive\n ? 'Received'\n : 'Sent'\n : isPositive\n ? 'Deposit'\n : 'Withdrawal'}\n
    \n {hasSecurity ? (\n <>\n {isPositive ? 'Received' : 'Sent'}{' '}\n {NumberUtil.format(amount, 'currency')}{' '}\n in holdings\n \n ) : (\n <>\n {isPositive ? 'Deposited' : 'Withdrew'}{' '}\n {NumberUtil.format(amount, 'currency')}{' '}\n {isPositive ? 'into' : 'from'} account\n \n )}\n
    \n \n )\n }\n case 'fee':\n return (\n <>\n {transaction.name}\n
    \n Incurred a fee of{' '}\n {NumberUtil.format(amount, 'currency')}\n
    \n \n )\n }\n\n return
    {transaction.name}
    \n })()}\n
    \n \n \n {NumberUtil.format(\n // Negate a buy transaction to keep it positive\n transaction.amount.times(transaction.category === 'buy' ? -1 : 1),\n 'currency'\n )}\n \n \n )\n}\n" }, { "path": "libs/client/features/src/investment-transactions-list/index.ts", "content": "export * from './InvestmentTransactionList'\n" }, { "path": "libs/client/features/src/layout/DesktopLayout.tsx", "content": "import classNames from 'classnames'\nimport {\n ProfileCircle,\n useAccountContext,\n usePopoutContext,\n LayoutContextProvider,\n useUserApi,\n} from '@maybe-finance/client/shared'\nimport { useMemo, useState, useEffect, useRef, type PropsWithChildren, type ReactNode } from 'react'\nimport { AnimatePresence, motion } from 'framer-motion'\nimport Link from 'next/link'\nimport { useRouter } from 'next/router'\nimport type { IconType } from 'react-icons'\nimport {\n RiAddFill,\n RiFolderOpenLine,\n RiMenuFoldLine,\n RiMenuUnfoldLine,\n RiPieChart2Line,\n RiFlagLine,\n RiArrowRightSLine,\n} from 'react-icons/ri'\nimport { Button, Tooltip } from '@maybe-finance/design-system'\nimport { MenuPopover } from './MenuPopover'\nimport { UpgradePrompt } from '../user-billing'\nimport { SidebarOnboarding } from '../onboarding'\nimport { useSession } from 'next-auth/react'\n\nexport interface DesktopLayoutProps {\n sidebar: React.ReactNode\n children: React.ReactNode\n}\n\nconst LayoutVariants = {\n collapsed: {\n gridTemplateColumns: '88px 0px 1fr 0px',\n },\n expanded: {\n gridTemplateColumns: '88px 330px 1fr 0px',\n },\n popout: {\n gridTemplateColumns: '88px 0px 1fr 384px',\n },\n}\n\nfunction NavItem({\n href,\n icon: Icon,\n label,\n active,\n}: {\n href: string\n icon: IconType\n label: string\n active?: (pathname: string) => boolean\n}) {\n const { pathname } = useRouter()\n\n const isActive = active ? active(pathname) : pathname === href\n\n return (\n
  • \n
    \n \n {isActive && (\n \n
    \n \n )}\n \n {label}\n \n
    \n
    • \n )\n}\n\nexport function DesktopLayout({ children, sidebar }: DesktopLayoutProps) {\n const overlayContainer = useRef(null)\n const router = useRouter()\n\n const [onboardingExpanded, setOnboardingExpanded] = useState(false)\n\n const { popoutContents, close: closePopout } = usePopoutContext()\n const { data: session } = useSession()\n const user = session!.user\n const { useOnboarding, useUpdateOnboarding } = useUserApi()\n const onboarding = useOnboarding('sidebar')\n const updateOnboarding = useUpdateOnboarding()\n\n const [collapsed, setCollapsed] = useState(false)\n const layout = useMemo(() => {\n if (popoutContents) return 'popout'\n\n return collapsed ? 'collapsed' : 'expanded'\n }, [collapsed, popoutContents])\n\n useEffect(() => {\n router.events.on('routeChangeComplete', () => closePopout())\n\n return () => {\n router.events.off('routeChangeComplete', () => undefined)\n }\n }, [router, closePopout])\n\n const showOnboardingOverride = router.query.show_sidebar_onboarding === 'true'\n\n const hideOnboardingWidgetForever = () => {\n // User does not want to see onboarding widget anymore, so mark flow complete\n updateOnboarding.mutate({\n flow: 'sidebar',\n updates: [],\n markedComplete: true,\n })\n }\n\n // This flow requires the user to \"mark flow complete\" to remove the widget\n const showWidget =\n showOnboardingOverride || (onboarding.data && !onboarding.data.isMarkedComplete)\n\n return (\n \n \n\n \n {layout === 'expanded' &&\n (onboardingExpanded && showWidget ? (\n setOnboardingExpanded(false)}\n onHide={() => {\n setOnboardingExpanded(false)\n hideOnboardingWidgetForever()\n }}\n />\n ) : (\n \n {onboarding.data && showWidget && (\n setOnboardingExpanded(true)}\n >\n
    \n

    Getting started

    \n {onboarding.data.isComplete && (\n {\n e.stopPropagation()\n hideOnboardingWidgetForever()\n }}\n className=\"p-1 bg-gray-600 rounded hover:bg-gray-500\"\n >\n Hide\n \n )}\n
    \n
    \n \n {onboarding.data?.progress.completed} of{' '}\n {onboarding.data?.progress.total} done\n \n\n {!onboarding.data.isComplete && (\n \n )}\n
    \n
    \n
    \n \n \n )}\n \n }\n name={user?.name ?? ''}\n email={user?.email ?? ''}\n >\n {sidebar}\n \n ))}\n \n\n
    \n
    \n \n
    \n {children}\n
    \n
    \n     \n
    \n
    \n\n \n {layout === 'popout' && popoutContents}\n \n \n )\n}\n\nexport default DesktopLayout\n\nfunction DefaultContent({\n children,\n onboarding,\n name,\n email,\n}: PropsWithChildren<{ onboarding?: ReactNode; name?: string; email?: string }>) {\n const { addAccount } = useAccountContext()\n return (\n <>\n
    \n
    Assets & Debts
    \n \n \n \n \n \n
    \n\n {/* Margin and padding offsets pin the scrollbar to the right edge of container */}\n
    \n {children}\n
    \n
    \n\n {onboarding && onboarding}\n\n {process.env.STRIPE_API_KEY && }\n\n
    \n
    \n

    {name ?? ''}

    \n

    {email ?? ''}

    \n
    \n
    \n \n )\n}\n" }, { "path": "libs/client/features/src/layout/FullPageLayout.tsx", "content": "import { SCREEN, useScreenSize, Toaster } from '@maybe-finance/client/shared'\nimport { type PropsWithChildren, useEffect, useState } from 'react'\n\nexport function FullPageLayout({ children }: PropsWithChildren) {\n const screen = useScreenSize()\n\n const [isMounted, setIsMounted] = useState(false)\n useEffect(() => {\n setIsMounted(true)\n }, [])\n\n if (!isMounted) return null\n\n return (\n <>\n \n
    {children}
    \n \n )\n}\n\nexport default FullPageLayout\n" }, { "path": "libs/client/features/src/layout/MenuPopover.tsx", "content": "import { signOut } from 'next-auth/react'\nimport { Menu } from '@maybe-finance/design-system'\nimport type { ComponentProps } from 'react'\nimport {\n RiSettings3Line as SettingsIcon,\n RiShutDownLine as LogoutIcon,\n RiDatabase2Line,\n} from 'react-icons/ri'\n\nexport function MenuPopover({\n icon,\n placement = 'top-end',\n isHeader,\n}: {\n icon: JSX.Element\n placement?: ComponentProps['placement']\n isHeader: boolean\n}) {\n return (\n \n {icon}\n \n } href=\"/settings\">\n Settings\n \n } href=\"/data-editor\">\n Fix my data\n \n } destructive={true} onClick={() => signOut()}>\n Log out\n \n \n \n )\n}\n" }, { "path": "libs/client/features/src/layout/MobileLayout.tsx", "content": "import React, { useEffect, useMemo, useRef, useState } from 'react'\nimport { motion } from 'framer-motion'\nimport {\n RiCloseLine,\n RiFlagLine,\n RiFolderOpenLine,\n RiMenuLine,\n RiMore2Fill,\n RiPieChart2Line,\n} from 'react-icons/ri'\nimport { Button } from '@maybe-finance/design-system'\nimport { MenuPopover } from './MenuPopover'\nimport Link from 'next/link'\nimport { useRouter } from 'next/router'\nimport { UpgradePrompt } from '../user-billing'\nimport { ProfileCircle } from '@maybe-finance/client/shared'\nimport { usePopoutContext, LayoutContextProvider } from '@maybe-finance/client/shared'\nimport classNames from 'classnames'\nimport type { IconType } from 'react-icons'\n\nexport interface MobileLayoutProps {\n sidebar: React.ReactNode\n children: React.ReactNode\n}\n\nconst AsideVariants = {\n expanded: {\n transform: 'translateX(0%)',\n },\n collapsed: {\n transform: 'translateX(-100%)',\n },\n popout: {\n transform: 'translateX(-100%)',\n },\n}\n\nconst MainVariants = {\n expanded: {\n transform: 'translateX(100%)',\n },\n collapsed: {\n transform: 'translateX(0%)',\n },\n popout: {\n transform: 'translateX(-100%)',\n },\n}\n\nconst PopoutVariants = {\n expanded: {\n transform: 'translateX(100%)',\n },\n collapsed: {\n transform: 'translateX(100%)',\n },\n popout: {\n transform: 'translateX(0)',\n },\n}\n\nfunction NavItem({\n href,\n icon: Icon,\n label,\n active,\n}: {\n href: string\n icon: IconType\n label: string\n active?: (pathname: string) => boolean\n}) {\n const { pathname } = useRouter()\n\n const isActive = active ? active(pathname) : pathname === href\n\n return (\n
  • \n
    \n \n {isActive && (\n \n
    \n \n )}\n \n {label}\n \n
    \n
    • \n )\n}\n\nexport function MobileLayout({ children, sidebar }: MobileLayoutProps) {\n const overlayContainer = useRef(null)\n\n const { popoutContents, close: closePopout } = usePopoutContext()\n\n const [collapsed, setCollapsed] = useState(true)\n const layout = useMemo(() => {\n if (popoutContents) return 'popout'\n\n return collapsed ? 'collapsed' : 'expanded'\n }, [collapsed, popoutContents])\n\n const router = useRouter()\n\n useEffect(() => {\n router.events.on('routeChangeComplete', () => {\n setCollapsed(true)\n closePopout()\n })\n\n return () => {\n router.events.off('routeChangeComplete', () => undefined)\n }\n }, [router, closePopout])\n\n return (\n
    \n \n
    \n \n
    \n
    \n {sidebar}\n
    \n\n
    \n {process.env.STRIPE_API_KEY && }\n
    \n
    \n
    \n \n\n \n
    \n \n \n \n \n } placement=\"bottom-end\" />\n
    \n\n \n \n
    \n {children}\n
    \n
    \n     \n \n \n \n {layout === 'popout' && popoutContents}\n \n
    \n )\n}\n\nexport default MobileLayout\n" }, { "path": "libs/client/features/src/layout/NotFound.tsx", "content": "import { Button } from '@maybe-finance/design-system'\nimport Link from 'next/link'\n\nfunction NotFoundSVG() {\n return (\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n )\n}\n\nexport function NotFoundPage() {\n return (\n
    \n \n\n

    \n Welp, this is awkward.\n

    \n\n

    \n Looks like this page didn’t survive the economic downturn.\n

    \n\n {/* TODO: Add forwardRef functionality to Button so this doesn't throw a warning */}\n \n \n \n
    \n )\n}\n\nexport default NotFoundPage\n" }, { "path": "libs/client/features/src/layout/SidebarNav.tsx", "content": "import classNames from 'classnames'\nimport Link from 'next/link'\nimport { useRouter } from 'next/router'\nimport { RiBriefcaseLine, RiPieChartLine } from 'react-icons/ri'\n\ntype SidebarNavProps = {\n accountsNotification?: 'error' | 'update' | null\n}\n\nexport function SidebarNav({ accountsNotification }: SidebarNavProps) {\n const router = useRouter()\n\n return (\n \n )\n}\n\nexport default SidebarNav\n" }, { "path": "libs/client/features/src/layout/WithOnboardingLayout.tsx", "content": "import { useScreenSize, SCREEN, Toaster } from '@maybe-finance/client/shared'\nimport { useEffect, useState } from 'react'\nimport { Breadcrumb, Button } from '@maybe-finance/design-system'\nimport { RiCloseLine } from 'react-icons/ri'\nimport Link from 'next/link'\n\ntype Path = {\n title: string\n href?: string\n}\n\nexport interface WithOnboardingLayoutProps {\n paths: Path[]\n children: React.ReactNode\n}\n\nexport function WithOnboardingLayout({ paths, children }: WithOnboardingLayoutProps) {\n const screen = useScreenSize()\n\n const [isMounted, setIsMounted] = useState(false)\n useEffect(() => {\n setIsMounted(true)\n }, [])\n\n if (!isMounted) return null\n\n return (\n
    \n
    \n \n\n {/* Mobile only - shows breadcrumbs and close icon at top of content */}\n
    \n \n {paths.map((path) => (\n \n {path.title}\n \n ))}\n \n \n \n \n
    \n\n
    \n \n
    {children}
    \n \n
    \n
    \n
    \n )\n}\n\nexport default WithOnboardingLayout\n" }, { "path": "libs/client/features/src/layout/WithSidebarLayout.tsx", "content": "import { useScreenSize, SCREEN, Toaster, PopoutProvider } from '@maybe-finance/client/shared'\nimport MobileLayout from './MobileLayout'\nimport DesktopLayout from './DesktopLayout'\nimport { useEffect, useState } from 'react'\n\nexport interface WithSidebarLayoutProps {\n sidebar: React.ReactNode\n children: React.ReactNode\n}\n\nexport function WithSidebarLayout({ sidebar, children }: WithSidebarLayoutProps) {\n const screen = useScreenSize()\n\n // Due to SSR and the conditional components we are loading based on screen size,\n // ensure that app is mounted to prevent rehydration issues\n const [isMounted, setIsMounted] = useState(false)\n useEffect(() => {\n setIsMounted(true)\n }, [])\n\n if (!isMounted) return null\n\n return (\n \n \n\n {screen === SCREEN.MOBILE ? (\n {children}\n ) : (\n {children}\n )}\n \n )\n}\n\nexport default WithSidebarLayout\n" }, { "path": "libs/client/features/src/layout/index.ts", "content": "export * from './FullPageLayout'\nexport * from './WithSidebarLayout'\nexport * from './NotFound'\nexport * from './WithOnboardingLayout'\n" }, { "path": "libs/client/features/src/loan-details/LoanCard.tsx", "content": "import type { PropsWithChildren, ReactNode } from 'react'\n\nimport { LoadingPlaceholder, Tooltip } from '@maybe-finance/design-system'\nimport { RiQuestionLine } from 'react-icons/ri'\nimport classNames from 'classnames'\n\nexport type LoanCardProps = PropsWithChildren<{\n isLoading: boolean\n title: string\n\n detail?: {\n metricValue: string\n metricDetail: ReactNode\n }\n className?: string\n info?: ReactNode\n headerRight?: ReactNode\n}>\n\nexport function LoanCard({\n isLoading,\n title,\n detail,\n className,\n info,\n headerRight,\n}: LoanCardProps) {\n return (\n
    \n
    \n
    \n

    {title}

    \n {info && (\n {info}
    }\n className=\"max-w-[350px]\"\n >\n \n \n \n \n )}\n
    \n
    {headerRight}
    \n
    \n\n
    \n \n {detail ? (\n <>\n

    {detail.metricValue}

    \n
    \n {detail.metricDetail}\n
    \n \n ) : (\n

    \n We need some data from your end to calculate this metric accurately\n

    \n )}\n     \n
    \n
    \n )\n}\n" }, { "path": "libs/client/features/src/loan-details/LoanDetail.tsx", "content": "import type { SharedType } from '@maybe-finance/shared'\nimport { useAccountContext, BrowserUtil } from '@maybe-finance/client/shared'\nimport { NumberUtil } from '@maybe-finance/shared'\nimport { DateTime } from 'luxon'\nimport toast from 'react-hot-toast'\nimport { RiAddLine, RiPencilLine } from 'react-icons/ri'\nimport { LoanCard } from './LoanCard'\n\nexport type LoanDetailProps = {\n account: SharedType.AccountDetail\n showComingSoon?: boolean\n}\n\nexport function LoanDetail({ account, showComingSoon = false }: LoanDetailProps) {\n const { loan } = account\n\n const { editAccount } = useAccountContext()\n\n return (\n
    \n
    \n
    Loan Overview
    \n {\n if (!account) {\n toast.error('Unable to edit loan')\n return\n }\n\n editAccount(account)\n }}\n >\n {!loan ? (\n <>\n \n Add terms\n \n ) : (\n <>\n \n Edit terms\n \n )}\n \n
    \n\n
    \n \n\n \n\n \n\n {!loan && (\n
    \n
    \n

    This is where your loan details will show.

    \n

    \n editAccount(account)}\n >\n Add loan terms\n {' '}\n to see both the chart and these metrics.\n

    \n
    \n
    \n )}\n
    \n\n {showComingSoon && (\n
    \n
    \n \"Maybe\"\n

    \n This view is kinda empty, but there's a reason for that\n

    \n

    \n We are constantly reviewing and prioritizing your feedback, and we know\n you're itching to see some more details about your loan! Hold tight,\n this feature is on our roadmap and we're getting to it as quickly as we\n can!\n

    \n
    \n
    \n )}\n
    \n )\n}\n" }, { "path": "libs/client/features/src/loan-details/index.ts", "content": "export * from './LoanCard'\nexport * from './LoanDetail'\n" }, { "path": "libs/client/features/src/net-worth-insights/NetWorthInsightBadge.tsx", "content": "import { Badge } from '@maybe-finance/design-system'\nimport type { InsightState } from '../insights'\n\nexport default function NetWorthInsightBadge({ variant }: { variant: InsightState }) {\n return variant === 'at-risk' ? (\n At risk\n ) : variant === 'review' ? (\n Review\n ) : variant === 'healthy' ? (\n Healthy\n ) : variant === 'excessive' ? (\n Excessive\n ) : null\n}\n" }, { "path": "libs/client/features/src/net-worth-insights/NetWorthInsightCard.tsx", "content": "import type { ClientType } from '@maybe-finance/client/shared'\nimport type { PropsWithChildren, ReactNode } from 'react'\nimport { Badge, LoadingPlaceholder, Tooltip } from '@maybe-finance/design-system'\nimport { RiQuestionLine } from 'react-icons/ri'\nimport classNames from 'classnames'\n\ntype InsightCardProps = PropsWithChildren<{\n isLoading: boolean\n status?: ClientType.MetricStatus\n title: string\n metricValue: string\n metricDetail: ReactNode\n className?: string\n info?: ReactNode\n infoTooltipClassName?: string\n headerRight?: ReactNode\n onClick?: () => void\n}>\n\nexport function NetWorthInsightCard({\n isLoading,\n status,\n title,\n metricValue,\n metricDetail,\n className,\n info,\n infoTooltipClassName,\n headerRight,\n onClick,\n}: InsightCardProps) {\n return (\n \n
    \n
    \n

    {title}

    \n {info && (\n {info}
    }\n className={classNames(infoTooltipClassName, 'max-w-[350px]')}\n >\n \n \n \n \n )}\n
    \n
    \n {status === 'under-construction' && (\n \n )}\n {status === 'coming-soon' && }\n {status === 'active' && headerRight}\n
    \n \n\n
    \n {!status || status === 'under-construction' ? (\n

    \n We're currently fixing this to make sure we show you accurate figures.\n

    \n ) : (\n \n

    {metricValue}

    \n
    {metricDetail}
    \n     \n )}\n {status === 'coming-soon' && (\n
    \n )}\n
    \n
    \n )\n}\n" }, { "path": "libs/client/features/src/net-worth-insights/NetWorthInsightDetail.tsx", "content": "import type { PropsWithChildren } from 'react'\nimport type { UseQueryResult } from '@tanstack/react-query'\nimport { type SharedType, NumberUtil } from '@maybe-finance/shared'\nimport {\n type ClientType,\n useAccountApi,\n InsightPopout,\n usePopoutContext,\n} from '@maybe-finance/client/shared'\nimport { NetWorthBreakdownSlider } from './breakdown-slider'\nimport { NetWorthBreakdownTable } from './breakdown-table'\nimport { NetWorthInsightCard } from './NetWorthInsightCard'\nimport { DateTime } from 'luxon'\nimport { Explainers } from '../insights'\n\ntype NetWorthInsightDetailProps = {\n query: UseQueryResult\n}\n\nexport function NetWorthInsightDetail({ query }: NetWorthInsightDetailProps) {\n const { open: openPopout } = usePopoutContext()\n\n const { useAccountRollup } = useAccountApi()\n\n const accountRollupQuery = useAccountRollup(\n {\n start: DateTime.now().toISODate(),\n end: DateTime.now().toISODate(),\n },\n { enabled: true }\n )\n\n const hasAssets = !!accountRollupQuery.data?.find(({ key }) => key === 'asset')\n const hasDebts = !!accountRollupQuery.data?.find(({ key }) => key === 'liability')\n\n return (\n
    \n
    Assets
    \n \n \n openPopout(\n \n \n \n )\n }\n />\n \n openPopout(\n \n \n \n )\n }\n />\n \n openPopout(\n \n \n \n )\n }\n />\n \n\n
    Debts
    \n \n \n openPopout(\n \n \n \n )\n }\n />\n \n openPopout(\n \n \n \n )\n }\n />\n \n openPopout(\n \n \n \n )\n }\n />\n \n
    \n )\n}\n\nfunction BreakdownTabPanel({\n query,\n classification,\n status,\n children,\n}: PropsWithChildren<{\n classification: SharedType.AccountClassification\n query: UseQueryResult\n status?: ClientType.MetricStatus\n}>) {\n const rollup = query.data?.find(({ key }) => key === classification)\n if (rollup) {\n rollup.items.sort((a, b) =>\n b.balances.data[b.balances.data.length - 1].balance\n .minus(a.balances.data[a.balances.data.length - 1].balance)\n .toNumber()\n )\n }\n\n return (\n
    \n
    \n \n {query.isError ? (\n

    \n Failed to load {classification === 'asset' ? 'asset' : 'debt'} breakdown\n

    \n ) : !query.isLoading && !rollup ? (\n

    \n No {classification === 'asset' ? 'assets' : 'debts'} found\n

    \n ) : (\n
    \n \n
    \n {children}\n
    \n \n
    \n )}\n     \n
    \n
    \n )\n}\n\nfunction ComingSoonBlur({\n children,\n metricStatus,\n}: PropsWithChildren<{ metricStatus?: ClientType.MetricStatus }>) {\n if (metricStatus === 'active') return children as JSX.Element\n\n return (\n
    \n {children}\n
    \n
    \n {metricStatus === 'coming-soon' && (\n <>\n

    Coming soon!

    \n

    \n We're still working on this section, but instead of just telling\n you, here's a blurred out teaser of what's coming soon.\n

    \n \n )}\n\n {!metricStatus ||\n (metricStatus === 'under-construction' && (\n <>\n

    Unavailable

    \n

    \n We're currently fixing this to make sure we show you accurate\n figures.\n

    \n \n ))}\n
    \n
    \n
    \n )\n}\n" }, { "path": "libs/client/features/src/net-worth-insights/NetWorthInsightStateAxis.tsx", "content": "import classNames from 'classnames'\nimport { Fragment } from 'react'\nimport type { InsightState } from '../insights'\nimport { InsightStateNames, InsightStateColorClasses } from '../insights'\n\nexport type NetWorthInsightStateAxisProps = {\n className?: string\n steps: (InsightState | string)[]\n}\n\nexport function NetWorthInsightStateAxis({ className, steps }: NetWorthInsightStateAxisProps) {\n return (\n
    \n \n {steps.map((step, index) => (\n \n {Object.keys(InsightStateNames).includes(step) ? (\n \n {InsightStateNames[step as InsightState]}\n \n ) : (\n {step}\n )}\n {index < steps.length - 1 && (\n <>\n  \n  \n \n )}\n \n ))}\n
    \n \n )\n}\n" }, { "path": "libs/client/features/src/net-worth-insights/NetWorthPrimaryCardGroup.tsx", "content": "import { InsightPopout, usePopoutContext } from '@maybe-finance/client/shared'\nimport { type SharedType, NumberUtil } from '@maybe-finance/shared'\nimport type { UseQueryResult } from '@tanstack/react-query'\nimport { RiArrowLeftDownLine, RiArrowRightUpLine } from 'react-icons/ri'\nimport { NetWorthInsightCard } from './NetWorthInsightCard'\nimport { Listbox } from '@maybe-finance/design-system'\nimport { useMemo, useState } from 'react'\nimport classNames from 'classnames'\nimport Decimal from 'decimal.js'\nimport { IncomeDebtDialog } from './income-debt'\nimport NetWorthInsightBadge from './NetWorthInsightBadge'\nimport { NetWorthInsightStateAxis } from '.'\nimport { incomePayingDebtState, safetyNetState, Explainers } from '../insights'\n\ntype NetWorthPrimaryCardGroupProps = {\n query: UseQueryResult\n}\n\nexport function NetWorthPrimaryCardGroup({ query }: NetWorthPrimaryCardGroupProps) {\n const { open: openPopout } = usePopoutContext()\n\n const [incomeDebtModalOpen, setIncomeDebtModalOpen] = useState(false)\n const [trendPeriod, setTrendPeriod] = useState<'Yearly' | 'Monthly' | 'Weekly'>('Yearly')\n\n const trendValue = useMemo(() => {\n const formatResponse = (data: SharedType.Trend, period: string) => ({\n amount: NumberUtil.format(data.amount, 'short-currency'),\n percent: NumberUtil.format(data.percentage, 'percent', { maximumFractionDigits: 2 }),\n label: ` ${data.direction === 'down' ? 'lost' : 'added'} in the past ${period}`,\n textClass: data.direction === 'down' ? 'text-red' : 'text-teal',\n })\n\n if (query.error || !query.data) {\n return { amount: '', percent: '', label: '', textClass: 'text-teal' }\n }\n\n const { yearly, monthly, weekly } = query.data.netWorth\n\n switch (trendPeriod) {\n case 'Yearly':\n return formatResponse(yearly, 'year')\n case 'Monthly':\n return formatResponse(monthly, 'month')\n case 'Weekly':\n return formatResponse(weekly, 'week')\n default:\n throw new Error('Invalid period specified')\n }\n }, [trendPeriod, query])\n\n const safetyNet = useMemo(() => {\n if (query.error || !query.data) {\n return null\n }\n\n return {\n months: query.data.safetyNet.months.round(),\n spending: query.data.transactionSummary.expenses,\n }\n }, [query])\n\n const debtIncome = useMemo(() => {\n if (query.error || !query.data) {\n return null\n }\n\n return query.data.debtIncome\n }, [query])\n\n const safetyNetMonths = safetyNet?.months ?? new Decimal(0)\n\n return (\n
    \n \n \n {trendValue.amount}\n \n {trendValue.label}\n \n }\n info=\"This is an indicator of how your net worth is changing over time.\"\n headerRight={\n e.stopPropagation()}\n >\n e.stopPropagation()}>\n {trendPeriod}\n \n \n Yearly\n Monthly\n Weekly\n \n \n }\n onClick={() =>\n openPopout(\n \n \n \n )\n }\n />\n \n This is the number of months you could pay expenses if you were to only rely\n on your emergency funds.\n \n \n }\n infoTooltipClassName=\"!max-w-[450px]\"\n headerRight={\n safetyNet && \n }\n onClick={() =>\n openPopout(\n \n \n \n )\n }\n />\n \n \n {`${NumberUtil.format(\n debtIncome?.income,\n 'short-currency'\n )}/mo`}\n \n {`${NumberUtil.format(debtIncome?.debt, 'short-currency')}/mo`}\n {\n e.stopPropagation()\n setIncomeDebtModalOpen(true)\n }}\n >\n Edit\n \n {debtIncome && (\n setIncomeDebtModalOpen(false)}\n data={debtIncome}\n />\n )}\n
    \n }\n info={\n <>\n This is how much of your income is going towards paying debt.\n \n \n }\n infoTooltipClassName=\"!max-w-[300px]\"\n headerRight={\n debtIncome &&\n incomePayingDebtState(debtIncome.ratio) !== 'healthy' && (\n \n )\n }\n onClick={() =>\n openPopout(\n \n \n \n )\n }\n />\n \n )\n}\n" }, { "path": "libs/client/features/src/net-worth-insights/breakdown-slider/NetWorthBreakdownSlider.tsx", "content": "import type { SharedType } from '@maybe-finance/shared'\nimport { NumberUtil } from '@maybe-finance/shared'\nimport { useMemo, useState } from 'react'\nimport classNames from 'classnames'\nimport { BrowserUtil } from '@maybe-finance/client/shared'\nimport { LoadingPlaceholder } from '@maybe-finance/design-system'\nimport { Prisma } from '@prisma/client'\n\ninterface SliderProps {\n isLoading: boolean\n rollup?: SharedType.AccountRollup[0]\n}\n\nconst placeholderBalances: SharedType.AccountRollupTimeSeries = {\n interval: 'days',\n start: '',\n end: '',\n data: [\n {\n date: '',\n balance: new Prisma.Decimal(1),\n rollupPct: new Prisma.Decimal(1),\n totalPct: new Prisma.Decimal(1),\n },\n ],\n}\n\nexport function NetWorthBreakdownSlider({ isLoading, rollup }: SliderProps) {\n const [hoveredItemIndex, setHoveredItemIndex] = useState(null)\n\n const data: SharedType.AccountRollup[0] = useMemo(\n () =>\n isLoading || !rollup\n ? {\n key: 'asset',\n title: '',\n balances: placeholderBalances,\n items: [\n {\n key: 'cash',\n title: '',\n items: [],\n balances: placeholderBalances,\n },\n ],\n }\n : rollup,\n [isLoading, rollup]\n )\n\n return (\n \n
    \n
    \n {data.items.map((item, index) => (\n \n ))}\n
    \n
    \n {data.items.map((item, index) => (\n setHoveredItemIndex(index)}\n onMouseLeave={() => setHoveredItemIndex(null)}\n >\n \n {item.title}\n \n {NumberUtil.format(\n item.balances.data[item.balances.data.length - 1].rollupPct,\n 'percent',\n {\n signDisplay: 'auto',\n maximumFractionDigits: 2,\n }\n )}\n \n
    \n ))}\n
    \n \n     \n )\n}\n" }, { "path": "libs/client/features/src/net-worth-insights/breakdown-slider/index.ts", "content": "export * from './NetWorthBreakdownSlider'\n" }, { "path": "libs/client/features/src/net-worth-insights/breakdown-table/BreakdownTableIcon.tsx", "content": "import type { IconType } from 'react-icons'\nimport classNames from 'classnames'\n\nexport function BreakdownTableIcon({ className, Icon }: { className: string; Icon: IconType }) {\n return (\n \n {/* Use absolute element for background because we can't use bg-opacity with bg-current */}\n
    \n\n \n \n )\n}\n" }, { "path": "libs/client/features/src/net-worth-insights/breakdown-table/NetWorthBreakdownTable.tsx", "content": "import type { ColumnDef, Row, ExpandedState } from '@tanstack/react-table'\nimport type { SharedType } from '@maybe-finance/shared'\nimport { Fragment, useMemo, useState } from 'react'\nimport { Prisma } from '@prisma/client'\nimport cn from 'classnames'\nimport { RiArrowDownSLine } from 'react-icons/ri'\nimport {\n useReactTable,\n getCoreRowModel,\n getExpandedRowModel,\n flexRender,\n} from '@tanstack/react-table'\nimport { NumberUtil } from '@maybe-finance/shared'\nimport { LoadingPlaceholder } from '@maybe-finance/design-system'\nimport { BreakdownTableIcon } from './BreakdownTableIcon'\nimport { BrowserUtil } from '@maybe-finance/client/shared'\n\ninterface NetWorthBreakdownTableProps {\n isLoading: boolean\n rollup?: SharedType.AccountRollup[0]\n}\n\ntype RowData =\n | SharedType.AccountRollup[0]['items'][0]\n | SharedType.AccountRollup[0]['items'][0]['items'][0]\n\nexport function NetWorthBreakdownTable({ isLoading, rollup }: NetWorthBreakdownTableProps) {\n const getLastBalance = (row: Row) =>\n row.original?.balances.data[row.original.balances.data.length - 1]\n\n const getItems = (row: Row) =>\n row.original && 'items' in row.original ? row.original.items : null\n\n const columns = useMemo[]>(\n () => [\n {\n id: 'type',\n header: 'Type',\n cell: ({ row }) => {\n const items = getItems(row)\n return (\n
    \n {'key' in row.original! && (\n \n )}\n
    \n

    \n {'name' in row.original!\n ? row.original.name\n : row.original!.title}\n

    \n\n

    \n {items &&\n items.length &&\n `${items.length} account${items.length !== 1 ? 's' : ''}`}\n {'connection' in row.original! && row.original.connection && (\n <>\n {row.original.connection.name}\n {row.original.mask != null && (\n <>\n  ····{' '}\n {row.original.mask}\n \n )}\n \n )}\n

    \n
    \n
    \n )\n },\n },\n {\n id: 'allocation',\n header: 'Allocation',\n cell: ({ row }) => {\n const lastBalance = getLastBalance(row)!\n return (\n
    \n

    \n {NumberUtil.format(lastBalance.rollupPct, 'percent', {\n signDisplay: 'auto',\n maximumFractionDigits: 2,\n })}\n

    \n {'name' in row.original! && (\n

    \n {NumberUtil.format(lastBalance.totalPct, 'percent', {\n signDisplay: 'auto',\n maximumFractionDigits: 2,\n })}{' '}\n of total\n

    \n )}\n
    \n )\n },\n },\n {\n id: 'amount',\n header: 'Amount',\n cell: ({ row }) => (\n

    \n {NumberUtil.format(getLastBalance(row)!.balance, 'currency', {\n minimumFractionDigits: 0,\n maximumFractionDigits: 0,\n })}\n

    \n ),\n },\n {\n id: 'actions',\n header: '',\n cell: ({ row }) =>\n row.getCanExpand() && (\n
    \n \n
    \n ),\n },\n ],\n []\n )\n\n const data = useMemo(\n () =>\n isLoading\n ? [\n {\n key: 'cash',\n title: '',\n items: [],\n balances: {\n interval: 'days',\n start: '',\n end: '',\n data: [\n {\n date: '',\n balance: new Prisma.Decimal(1),\n rollupPct: new Prisma.Decimal(1),\n totalPct: new Prisma.Decimal(1),\n },\n ],\n },\n },\n ]\n : rollup?.items ?? [],\n [isLoading, rollup]\n )\n\n const [expanded, setExpanded] = useState({})\n\n const table = useReactTable({\n data,\n columns,\n state: {\n expanded,\n },\n onExpandedChange: setExpanded,\n getCoreRowModel: getCoreRowModel(),\n getExpandedRowModel: getExpandedRowModel(),\n getSubRows: (d) => ('items' in d ? d.items : []),\n })\n\n const rows = table.getRowModel().rows\n\n return (\n \n \n \n {table.getHeaderGroups().map((headerGroup) => (\n \n {headerGroup.headers.map((header) => (\n \n {!header.isPlaceholder &&\n flexRender(\n header.column.columnDef.header,\n header.getContext()\n )}\n \n ))}\n \n ))}\n \n \n {rows.map((row, rowIndex) => {\n const isLastChildRow =\n row.depth > 0 &&\n (rowIndex === rows.length - 1 || rows[rowIndex + 1].depth === 0)\n\n const isParentRowNext =\n rowIndex < rows.length - 1 && rows[rowIndex + 1].depth === 0\n\n return (\n \n \n {row.getVisibleCells().map((cell) => (\n 0\n ? 'first:pl-4 py-0 bg-gray-800'\n : 'py-4'\n )}\n >\n 0 && [\n 'py-4 bg-gray-700 group-first:pl-4 group-last:pr-4',\n row.index === 0 &&\n 'group-first:rounded-tl-lg group-last:rounded-tr-lg',\n isLastChildRow &&\n 'group-first:rounded-bl-lg group-last:rounded-br-lg',\n ]\n )}\n >\n {flexRender(\n cell.column.columnDef.cell,\n cell.getContext()\n )}\n \n \n ))}\n \n\n {/* Fake parent padding below last child row */}\n {isLastChildRow && (\n \n \n \n )}\n\n {/* Gap between parent rows */}\n {isParentRowNext && (\n \n \n \n )}\n \n )\n })}\n \n \n \n )\n}\n" }, { "path": "libs/client/features/src/net-worth-insights/breakdown-table/index.ts", "content": "export * from './NetWorthBreakdownTable'\n" }, { "path": "libs/client/features/src/net-worth-insights/income-debt/IncomeDebtBlock.tsx", "content": "import { Button, InputCurrency, Tooltip } from '@maybe-finance/design-system'\nimport { NumberUtil } from '@maybe-finance/shared'\nimport { Prisma } from '@prisma/client'\nimport classNames from 'classnames'\nimport { useCallback, useMemo, useState } from 'react'\nimport {\n RiArrowGoBackLine,\n RiArrowLeftDownLine,\n RiArrowRightUpLine,\n RiCheckFill,\n RiCloseFill,\n RiPencilLine,\n RiQuestionLine,\n} from 'react-icons/ri'\n\nexport interface IncomeDebtBlock {\n variant: 'Income' | 'Debt'\n value: Prisma.Decimal\n calculatedValue: Prisma.Decimal\n onChange: (value: Prisma.Decimal) => void\n}\nexport function IncomeDebtBlock({\n variant,\n value: valueProp,\n calculatedValue,\n onChange,\n}: IncomeDebtBlock) {\n const [value, setValue] = useState(valueProp)\n const [isEditing, setIsEditing] = useState(false)\n\n const formattedValue = useMemo(() => NumberUtil.format(value, 'currency', {}), [value])\n\n const confirmEdit = useCallback(() => {\n onChange(value)\n setIsEditing(false)\n }, [onChange, value])\n\n const revertManual = useCallback(() => {\n setValue(calculatedValue)\n onChange(calculatedValue)\n }, [calculatedValue, onChange])\n\n return (\n \n
    \n {variant === 'Income' && (\n <>\n \n Income\n \n \n \n \n \n \n )}\n\n {variant === 'Debt' && (\n <>\n \n Debt payments\n \n \n \n \n \n \n )}\n\n
    \n {isEditing ? (\n <>\n \n {\n setValue(valueProp)\n setIsEditing(false)\n }}\n >\n \n \n \n \n \n \n \n ) : (\n <>\n {!valueProp.equals(calculatedValue) && (\n \n \n \n )}\n \n \n \n \n )}\n
    \n
    \n\n \n {isEditing ? (\n setValue(new Prisma.Decimal(v ?? 0))}\n onKeyUp={(e) => e.key === 'Enter' && confirmEdit()}\n />\n ) : (\n <>\n

    {formattedValue.split('.')[0]}

    \n
    \n {formattedValue.split('.')[1] ? `.${formattedValue.split('.')[1]}` : ''}\n
    \n \n )}\n \n\n

    every month

    \n \n )\n}\n" }, { "path": "libs/client/features/src/net-worth-insights/income-debt/IncomeDebtDialog.tsx", "content": "import type { SharedType } from '@maybe-finance/shared'\nimport { IncomeDebtBlock } from './IncomeDebtBlock'\nimport { Button, Dialog } from '@maybe-finance/design-system'\nimport { useMemo, useState } from 'react'\nimport { useUserApi } from '@maybe-finance/client/shared'\n\nexport interface IncomeDebtDialogProps {\n isOpen: boolean\n onClose: () => void\n data: SharedType.UserInsights['debtIncome']\n}\n\nexport function IncomeDebtDialog({ isOpen, onClose, data }: IncomeDebtDialogProps) {\n const [income, setIncome] = useState(data.income)\n const [debt, setDebt] = useState(data.debt)\n\n const isDirty = useMemo(\n () => !income.equals(data.income) || !debt.equals(data.debt),\n [income, debt, data]\n )\n\n const { useUpdateProfile } = useUserApi()\n const updateUser = useUpdateProfile()\n\n return (\n \n Edit income and debt\n \n

    \n Here's your monthly income and debt repayments. We use these to see how\n much of your income is contributing to paying off any debt.\n

    \n\n \n \n {\n await updateUser.mutateAsync({\n monthlyIncomeUser: income.equals(data.calculated.income)\n ? null\n : income.toNumber(),\n monthlyDebtUser: debt.equals(data.calculated.debt)\n ? null\n : debt.toNumber(),\n })\n onClose()\n }}\n >\n Update\n \n     \n     \n )\n}\n" }, { "path": "libs/client/features/src/net-worth-insights/income-debt/index.ts", "content": "export * from './IncomeDebtDialog'\n" }, { "path": "libs/client/features/src/net-worth-insights/index.ts", "content": "export * from './NetWorthInsightDetail'\nexport * from './NetWorthInsightStateAxis'\nexport * from './NetWorthPrimaryCardGroup'\n" }, { "path": "libs/client/features/src/net-worth-insights/safety-net/SafetyNetDialog.tsx", "content": "import type { Prisma } from '@prisma/client'\nimport { Dialog } from '@maybe-finance/design-system'\nimport { NumberUtil } from '@maybe-finance/shared'\nimport { useState } from 'react'\nimport { RiCloseFill } from 'react-icons/ri'\nimport SafetyNetOpportunityCost from './SafetyNetOpportunityCost'\nimport SliderBlock from './SliderBlock'\n\ntype SafetyNetDialogProps = {\n isOpen: boolean\n onClose: () => void\n monthValue: Prisma.Decimal\n liquidAssets: Prisma.Decimal\n}\n\nexport default function SafetyNetDialog({\n isOpen,\n onClose,\n monthValue,\n liquidAssets,\n}: SafetyNetDialogProps) {\n const [safetyNetMonths, setSafetyNetMonths] = useState(monthValue.toNumber())\n const [potentialReturns, setPotentialReturns] = useState(8)\n const [costLiving, setCostLiving] = useState(3)\n\n return (\n \n \n
    \n
    tip
    \n \n \n \n
    \n\n

    Make that extra cash in hand work for you

    \n

    \n While{' '}\n {monthValue.toFixed()} months of\n emergency funds is very healthy, too much cash on hand can be costly since it's\n not working for you and may be potentially losing its value in an environment\n where cost of living is rising.\n

    \n\n {\n if (maxMonths && months >= maxMonths) {\n return `${months}+ months`\n }\n\n return `${months} month${months !== 1 ? 's' : ''}`\n }}\n title=\"Safety net\"\n info=\"This represents how many months you can survive on no additional income based on how much you spend right now.\"\n />\n\n
    \n NumberUtil.format(percent / 100, 'percent')}\n title=\"Potential returns\"\n info=\"This is the rate of return that you believe you could get with your extra money (for example, investing in US Treasury bonds)\"\n />\n\n NumberUtil.format(percent / 100, 'percent')}\n title=\"Cost of living increase\"\n info=\"This represents the rate in which you believe your cost of living will increase annually. Generally, you would use the US inflation rate, which the Federal Reserve targets around 2% each year.\"\n />\n
    \n\n \n     \n     \n )\n}\n" }, { "path": "libs/client/features/src/net-worth-insights/safety-net/SafetyNetOpportunityCost.tsx", "content": "import type { Prisma } from '@prisma/client'\nimport { NumberUtil } from '@maybe-finance/shared'\n\nexport default function SafetyNetOpportunityCost({\n lostEarnings,\n potentialEarnings,\n}: {\n lostEarnings: Prisma.Decimal\n potentialEarnings: Prisma.Decimal\n}) {\n return (\n
    \n

    Based on the figures above and the value of your assets:

    \n
    \n
    \n

    You're currently losing

    \n

    \n {NumberUtil.format(lostEarnings, 'short-currency', {\n minimumFractionDigits: 2,\n maximumFractionDigits: 2,\n })}\n

    \n

    every year

    \n
    \n
    \n

    You could be making

    \n

    \n {NumberUtil.format(potentialEarnings, 'short-currency', {\n minimumFractionDigits: 2,\n maximumFractionDigits: 2,\n })}\n

    \n

    every year

    \n
    \n
    \n
    \n )\n}\n" }, { "path": "libs/client/features/src/net-worth-insights/safety-net/SliderBlock.tsx", "content": "import { Slider, Tooltip } from '@maybe-finance/design-system'\nimport classNames from 'classnames'\nimport { RiQuestionLine } from 'react-icons/ri'\n\ntype SliderBlock = {\n title: string\n info: string\n value: number\n onChange: (value: number) => void\n className?: string\n maxValue?: number\n minValue?: number\n formatFn?: (value: number, minValue?: number, maxValue?: number) => string\n}\n\nexport default function SliderBlock({\n title,\n info,\n value,\n minValue,\n maxValue,\n className,\n onChange,\n formatFn,\n}: SliderBlock) {\n return (\n
    \n
    \n {title}\n \n \n \n \n \n\n {/* Did not implement first pass */}\n {/* \n \n */}\n
    \n

    {formatFn ? formatFn(value, minValue, maxValue) : value}

    \n onChange(v[0])}\n rangerOptions={{\n max: maxValue,\n min: minValue,\n }}\n />\n
    \n )\n}\n" }, { "path": "libs/client/features/src/net-worth-insights/safety-net/index.ts", "content": "export * from './SafetyNetDialog'\n" }, { "path": "libs/client/features/src/onboarding/ExampleApp.tsx", "content": "import { useAccountApi } from '@maybe-finance/client/shared'\nimport {\n AccordionRow,\n type AccordionRowProps,\n LoadingPlaceholder,\n TrendLine,\n} from '@maybe-finance/design-system'\nimport { NumberUtil, type SharedType } from '@maybe-finance/shared'\nimport classNames from 'classnames'\nimport { DateTime } from 'luxon'\nimport {\n RiArrowLeftLine,\n RiCheckLine,\n RiFlagLine,\n RiFolderOpenLine,\n RiPieChart2Line,\n} from 'react-icons/ri'\nimport type DecimalJS from 'decimal.js'\n\nconst now = DateTime.now()\n\nexport function ExampleApp({ checklist }: { checklist?: string[] }) {\n const { useAccountRollup } = useAccountApi()\n\n const { data } = useAccountRollup({\n start: now.minus({ months: 1 }).toISO(),\n end: now.toISO(),\n })\n\n return (\n \n
    \n
    \n
    \n \n
    \n {Object.entries({\n 'Net worth': RiPieChart2Line,\n Accounts: RiFolderOpenLine,\n Planning: RiFlagLine,\n }).map(([label, Icon], idx) => (\n \n {idx === 0 && (\n
    \n )}\n \n \n {label}\n \n
    \n ))}\n
    \n
    \n
    \n {checklist ? (\n <>\n
    \n \n Getting started\n
    \n
    \n 1 of {checklist.length + 1} done\n
    \n
    \n
    \n
    \n
      \n {['bank account', ...checklist].map((name, idx) => (\n
    • \n \n {idx === 0 ? (\n \n ) : (\n idx + 1\n )}\n
    \n \n {[\n 'cash',\n 'crypto',\n 'vehicle',\n 'property',\n 'valuables',\n ].includes(name)\n ? 'Manually add'\n : 'Connect'}{' '}\n {name}\n \n \n ))}\n \n \n ) : (\n <>\n
    Assets & Debts
    \n
    \n {data?.map(\n ({ key: classification, title, balances, items }) => (\n \n items.some((a) => a.syncing)\n )}\n >\n {items.map(\n ({ key: category, title, balances, items }) => (\n a.syncing)}\n >\n {items.map(\n ({\n id,\n name,\n mask,\n connection,\n balances,\n syncing,\n }) => (\n \n )\n )}\n \n )\n )}\n \n )\n ) ??
    }\n
    \n \n )}\n \n \n
    \n \n \n )\n}\n\nfunction AccountsSidebarRow({\n label,\n level = 0,\n balances,\n institutionName,\n accountMask,\n inverted = false,\n syncing = false,\n ...rest\n}: AccordionRowProps & {\n label: string\n balances: { date: string; balance: SharedType.Decimal }[]\n institutionName?: string | null\n accountMask?: string | null\n inverted?: boolean\n syncing?: boolean\n}) {\n const startBalance = balances[0].balance\n const endBalance = balances[balances.length - 1].balance\n\n const percentChange = NumberUtil.calculatePercentChange(startBalance, endBalance)\n\n let isPositive = balances.length > 1 && (endBalance as DecimalJS).gt(startBalance as DecimalJS)\n if (inverted) isPositive = !isPositive\n\n const overlayClassName = ['!bg-gray-600', '!bg-gray-600', '!bg-gray-700'][level]\n\n // Hide flat lines or inifite\n const hasValidValue = !percentChange.isZero() && percentChange.isFinite()\n\n return (\n \n
    \n

    {label}

    \n\n {(institutionName || accountMask) && (\n
    \n {institutionName && (\n {institutionName}\n )}\n {accountMask && (\n \n  ···· {accountMask}\n \n )}\n
    \n )}\n
    \n\n {balances.length && (\n
    \n \n
    \n {syncing\n ? '$X,XXX,XXX'\n : NumberUtil.format(endBalance, 'currency', {\n minimumFractionDigits: 0,\n maximumFractionDigits: 0,\n })}\n
    \n \n {(balances.length > 1 || syncing) && hasValidValue && (\n
    \n \n {!syncing && (\n
    \n ({\n key: date,\n value: balance.toNumber(),\n }))}\n />\n
    \n )}\n \n {syncing\n ? '+XXX%'\n : NumberUtil.format(percentChange, 'percent')}\n \n \n
    \n )}\n
    \n )}\n \n }\n />\n )\n}\n" }, { "path": "libs/client/features/src/onboarding/OnboardingBackground.tsx", "content": "export function OnboardingBackground({ className }: { className: string }) {\n return (\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n )\n}\n" }, { "path": "libs/client/features/src/onboarding/OnboardingGuard.tsx", "content": "import type { PropsWithChildren } from 'react'\nimport { MainContentOverlay, useUserApi } from '@maybe-finance/client/shared'\nimport { LoadingSpinner } from '@maybe-finance/design-system'\nimport { useRouter } from 'next/router'\nimport type { SharedType } from '@maybe-finance/shared'\nimport { signOut } from 'next-auth/react'\n\nfunction shouldRedirect(pathname: string, data?: SharedType.OnboardingResponse) {\n if (!data) return false\n if (pathname === '/onboarding') return false\n const isOnboardingComplete = data.isComplete || data.isMarkedComplete\n return !isOnboardingComplete\n}\n\nexport function OnboardingGuard({ children }: PropsWithChildren) {\n const router = useRouter()\n const { useOnboarding } = useUserApi()\n const onboarding = useOnboarding('main', {\n onSuccess(data) {\n if (shouldRedirect(router.pathname, data)) {\n router.replace('/onboarding')\n }\n },\n })\n\n if (onboarding.isError) {\n return (\n signOut()}\n >\n

    Contact us if this issue persists.

    \n \n )\n }\n\n if (onboarding.isLoading || shouldRedirect(router.pathname, onboarding.data)) {\n return (\n
    \n \n
    \n )\n }\n\n // eslint-disable-next-line react/jsx-no-useless-fragment\n return <>{children}\n}\n" }, { "path": "libs/client/features/src/onboarding/OnboardingNavbar.tsx", "content": "import { signOut } from 'next-auth/react'\nimport { ProfileCircle } from '@maybe-finance/client/shared'\nimport { Button, Menu } from '@maybe-finance/design-system'\nimport type { SharedType } from '@maybe-finance/shared'\nimport classNames from 'classnames'\nimport uniqBy from 'lodash/uniqBy'\nimport upperFirst from 'lodash/upperFirst'\nimport { Fragment } from 'react'\nimport { RiArrowDownSLine, RiArrowLeftLine, RiCheckLine, RiShutDownLine } from 'react-icons/ri'\n\ntype Props = {\n steps: SharedType.OnboardingStep[]\n currentStep: SharedType.OnboardingStep\n onBack(): void\n}\n\nexport function OnboardingNavbar({ steps, currentStep, onBack }: Props) {\n const groups = uniqBy(steps, 'group')\n .map((s) => s.group)\n .filter((g): g is string => g != null)\n const currentGroupSteps = steps.filter((step) => step.group === currentStep.group)\n const currentGroupIdx = groups.findIndex((group) => group === currentStep?.group)\n const isLastGroup = currentGroupIdx === groups.length - 1\n const hasSubsteps = currentGroupSteps.length > 1\n const substepIdx = currentGroupSteps.findIndex((substep) => substep.key === currentStep.key)\n\n return (\n
    \n
    \n
    \n {isLastGroup ? (\n \n ) : (\n \"Maybe\"\n )}\n
    \n
    \n {groups.map((group, idx) => (\n \n {idx > 0 &&
    }\n \n \n {idx < currentGroupIdx ? (\n \n ) : (\n idx + 1\n )}\n
    \n {upperFirst(group)}\n
    \n \n ))}\n
    \n
    \n
    \n \n
    \n \n \n \n \n \n }\n destructive={true}\n onClick={() => signOut()}\n >\n Log out\n \n \n \n
    \n \n {currentGroupSteps.length > 1 && (\n
    \n {currentGroupSteps.map((_, idx) => (\n
    \n ))}\n \n )}\n \n )\n}\n" }, { "path": "libs/client/features/src/onboarding/index.ts", "content": "export * from './steps'\nexport * from './OnboardingNavbar'\nexport * from './OnboardingBackground'\nexport * from './OnboardingGuard'\nexport * from './sidebar'\n" }, { "path": "libs/client/features/src/onboarding/sidebar/SidebarOnboarding.tsx", "content": "import { Disclosure, Transition } from '@headlessui/react'\nimport { useUserAccountContext, useUserApi } from '@maybe-finance/client/shared'\nimport { Button, LoadingSpinner, Menu } from '@maybe-finance/design-system'\nimport classNames from 'classnames'\nimport {\n RiArrowDownSFill,\n RiArrowLeftLine,\n RiArrowRightSLine,\n RiArrowUpSFill,\n RiCheckFill,\n RiCloseFill,\n RiEyeOffLine,\n RiMore2Fill,\n} from 'react-icons/ri'\nimport { HiOutlineSparkles } from 'react-icons/hi'\nimport Link from 'next/link'\nimport { AnimatePresence, motion } from 'framer-motion'\n\ntype DescriptionProps = {\n summary: string\n examples: string[]\n}\n\nfunction Description({ summary, examples }: DescriptionProps) {\n return (\n
    \n

    {summary}

    \n
      \n {examples.map((example) => (\n
    • \n {example}\n
      • \n ))}\n
    \n
    \n )\n}\n\nfunction getDescriptionComponent(key: string) {\n switch (key) {\n case 'connect-depository':\n return (\n \n )\n\n case 'connect-investment':\n return (\n \n )\n\n case 'connect-liability':\n return (\n \n )\n\n case 'add-crypto':\n return (\n \n )\n\n case 'add-property':\n return (\n \n )\n\n case 'add-vehicle':\n return (\n \n )\n\n case 'add-other':\n return (\n \n )\n\n default:\n throw new Error(`${key} is not a valid step key `)\n }\n}\n\ntype Props = {\n onClose(): void\n onHide(): void\n}\n\nexport function SidebarOnboarding({ onClose, onHide }: Props) {\n const { useOnboarding, useUpdateOnboarding } = useUserApi()\n const onboarding = useOnboarding('sidebar')\n const updateOnboarding = useUpdateOnboarding()\n\n const { syncProgress } = useUserAccountContext()\n\n if (onboarding.isLoading) {\n return (\n
    \n \n
    \n )\n }\n\n if (onboarding.isError) {\n return (\n
    \n
    \n \n Back\n
    \n\n

    \n Unable to load onboarding progress. Please contact us so we can get this fixed!\n

    \n
    \n )\n }\n\n const {\n progress: { completed, total, percent },\n steps,\n } = onboarding.data\n\n const minutesPerStep = 2\n\n const accountSteps = steps.filter((step) => step.group === 'accounts')\n const bonusSteps = steps.filter((step) => step.group === 'bonus')\n\n return (\n <>\n
    \n \n\n

    Getting started

    \n\n \n \n \n \n \n \n \n Hide \"Getting started\" widget\n \n \n \n
    \n\n \n {syncProgress && (\n \n {syncProgress.description}...\n
    \n
    \n {syncProgress.progress ? (\n \n ) : (\n \n )}\n
    \n
    \n \n )}\n     \n\n
    \n
    \n

    {`${completed} of ${total} done`}

    \n {completed === total ? (\n \n ) : (\n

    \n ~ {(total - completed) * minutesPerStep} mins\n

    \n )}\n
    \n
    \n
    \n
    \n \n\n
    \n {accountSteps.map((step, idx) => {\n const description = getDescriptionComponent(step.key)\n\n return (\n \n {({ open }) => (\n \n \n
    \n \n {step.isComplete || step.isMarkedComplete ? (\n \n ) : (\n \n {idx + 1}\n \n )}\n
    \n \n {step.title}\n \n
    \n {open ? (\n \n ) : (\n \n )}\n \n \n \n {description}\n\n
    \n\n {step.isComplete ? (\n

    \n This step has been automatically marked complete\n since you've added at least 1 of these account\n types.\n

    \n ) : (\n {\n updateOnboarding.mutate({\n flow: 'sidebar',\n updates: [\n {\n key: step.key,\n markedComplete:\n !step.isMarkedComplete,\n },\n ],\n })\n }}\n >\n {step.isMarkedComplete ? (\n <>\n Mark as incomplete\n \n \n ) : (\n <>\n Mark as done\n \n \n )}\n \n )}\n     \n \n \n )}\n \n )\n })}\n \n\n \n {({ open }) => (\n
    \n \n \n Bonus\n {open ? : }\n \n \n \n {bonusSteps.map((step, idx) => {\n return (\n \n
    \n
    \n {idx + 1}\n
    \n \n {step.title}\n \n \n
    \n \n )\n })}\n     \n \n
    \n )}\n     \n\n

    \n If you have any issues with connecting accounts,{' '}\n \n please let us know\n \n .\n

    \n \n )\n}\n" }, { "path": "libs/client/features/src/onboarding/sidebar/index.ts", "content": "export * from './SidebarOnboarding'\n" }, { "path": "libs/client/features/src/onboarding/steps/Intro.tsx", "content": "import { RiArrowRightLine } from 'react-icons/ri'\nimport { Button } from '@maybe-finance/design-system'\nimport type { StepProps } from './StepProps'\nimport { useState } from 'react'\nimport { AiOutlineLoading3Quarters as LoadingIcon } from 'react-icons/ai'\n\nexport function Intro({ onNext, title }: StepProps) {\n const [isSubmitting, setIsSubmitting] = useState(false)\n\n return (\n
    \n
    \n
    \n \n
    \n

    {title}

    \n

    \n We’re super excited you’re here. In the next step we’ll ask\n you a few questions to complete your profile and get you all set up.\n

    \n {\n setIsSubmitting(true)\n await onNext()\n setIsSubmitting(false)\n }}\n className=\"self-center mt-6\"\n >\n Continue{' '}\n {isSubmitting ? (\n \n ) : (\n \n )}\n \n
    \n
    \n )\n}\n\nfunction Wave() {\n return (\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n )\n}\n" }, { "path": "libs/client/features/src/onboarding/steps/Profile.tsx", "content": "import {\n Button,\n Checkbox,\n DatePicker,\n Listbox,\n LoadingSpinner,\n Tooltip,\n} from '@maybe-finance/design-system'\nimport classNames from 'classnames'\nimport { DateTime } from 'luxon'\nimport { type PropsWithChildren, type ReactNode, useState, useEffect, useCallback } from 'react'\nimport AnimateHeight from 'react-animate-height'\nimport { Controller, useForm, useFormState } from 'react-hook-form'\nimport type { IconType } from 'react-icons'\nimport {\n RiArrowDownSLine,\n RiArrowUpSLine,\n RiCakeLine,\n RiCheckLine,\n RiFlagLine,\n RiFocus2Line,\n RiFolder2Line,\n RiHome5Line,\n RiMapPin2Line,\n RiQuestionLine,\n} from 'react-icons/ri'\nimport { AiOutlineLoading3Quarters as LoadingIcon } from 'react-icons/ai'\nimport type { StepProps } from './StepProps'\nimport { Switch } from '@headlessui/react'\nimport { BrowserUtil, useUserApi } from '@maybe-finance/client/shared'\nimport type { Household, MaybeGoal } from '@prisma/client'\nimport { DateUtil, Geo } from '@maybe-finance/shared'\n\ntype FormValues = {\n dob: string | null\n household: Household | null\n country: string\n state: string\n maybeGoals?: MaybeGoal[]\n maybeGoalsDescription?: string\n}\n\nexport function Profile({ title, onNext }: StepProps) {\n const { useUpdateProfile, useProfile } = useUserApi()\n const updateProfile = useUpdateProfile({ onSuccess: undefined })\n\n const profile = useProfile({})\n\n if (profile.isError) {\n return

    Something went wrong

    \n }\n\n if (profile.isLoading) {\n return \n }\n\n const user = profile.data\n\n return (\n {\n await updateProfile.mutateAsync({\n dob: data.dob,\n household: data.household,\n country: data.country,\n state: null, // should always be null for now\n maybeGoals: data.maybeGoals,\n maybeGoalsDescription: data.maybeGoalsDescription,\n })\n\n await onNext()\n }}\n />\n )\n}\n\ntype ProfileViewProps = {\n title: string\n onSubmit(data: FormValues): void\n defaultValues: FormValues\n}\n\nfunction ProfileForm({ title, onSubmit, defaultValues }: ProfileViewProps) {\n const [currentQuestion, setCurrentQuestion] = useState<\n 'birthday' | 'household' | 'residence' | 'goals'\n >('birthday')\n\n const {\n control,\n register,\n handleSubmit,\n trigger,\n watch,\n formState: { isValid, isSubmitting },\n } = useForm({\n mode: 'onChange',\n defaultValues,\n })\n\n const country = watch('country')\n\n useEffect(() => {\n trigger()\n }, [currentQuestion, trigger])\n\n const { errors } = useFormState({ control })\n\n return (\n
    \n

    {title}

    \n

    \n We’ll need a few things from you to offer a personal experience when it comes\n to building plans or receiving advice from our advisors.\n

    \n
    \n When’s your birthday?}\n onClick={() => setCurrentQuestion('birthday')}\n next={() => setCurrentQuestion('household')}\n >\n \n BrowserUtil.validateFormDate(d, {\n minDate: DateTime.now().minus({ years: 100 }).toISODate(),\n required: true,\n }),\n }}\n render={({ field, fieldState: { error } }) => (\n \n )}\n />\n \n We use your age to personalize plans to your context instead of\n showing years when referring to future events. “Retire at\n 45” sounds better than “Retire in 2043”.\n \n }\n >\n
    \n \n Why do we need your age?\n
    \n \n \n\n setCurrentQuestion('household')}\n back={() => setCurrentQuestion('birthday')}\n next={() => setCurrentQuestion('residence')}\n >\n
    \n (\n <>\n {Object.entries({\n single: 'Single income, no dependents',\n singleWithDependents:\n 'Single income, at least one dependent',\n dual: 'Dual income, no dependents',\n dualWithDependents: 'Dual income, at least one dependent',\n retired: 'Retired or financially independent',\n }).map(([value, label]) => (\n {\n if (checked) field.onChange(value)\n }}\n />\n ))}\n \n )}\n />\n
    \n \n\n setCurrentQuestion('residence')}\n back={() => setCurrentQuestion('household')}\n next={() => setCurrentQuestion('goals')}\n >\n
    \n (\n \n \n {Geo.countries.find((c) => c.code === field.value)?.name ||\n 'Select'}\n \n \n {Geo.countries.map((country) => (\n \n {country.name}\n \n ))}\n \n \n )}\n />\n
    \n \n We use your location to provide accurate advice and ensure\n regulatory compliance.\n \n }\n >\n
    \n \n Why do we need your location?\n
    \n \n \n\n setCurrentQuestion('goals')}\n back={() => setCurrentQuestion('residence')}\n submit={handleSubmit(onSubmit)}\n valid={isValid}\n loading={isSubmitting}\n >\n (\n
    \n {Object.entries({\n aggregate: [RiFolder2Line, 'See all my accounts in one place'],\n plan: [\n RiFlagLine,\n 'Build plans for retirement and other milestones',\n ],\n }).map(([value, [Icon, label]]) => {\n const checked = field.value?.includes(value as MaybeGoal)\n return (\n {\n if (check && !checked)\n field.onChange([\n ...(field.value ? field.value : []),\n value,\n ])\n else if (!check && checked)\n field.onChange(\n field.value!.filter((v) => v !== value)\n )\n }}\n >\n <>\n \n {label}\n {checked && (\n
    \n
    \n \n
    \n
    \n )}\n \n \n )\n })}\n
    \n )}\n />\n\n \n \n
    \n
    \n )\n}\n\nfunction Question({\n open,\n valid = false,\n icon: Icon,\n label,\n onClick,\n back,\n next,\n submit,\n loading = false,\n children,\n}: PropsWithChildren<{\n open: boolean\n valid?: boolean\n icon: IconType\n label: ReactNode\n onClick: () => void\n back?: () => void\n next?: () => void\n submit?: () => void\n loading?: boolean\n}>) {\n const keyDown = useCallback(\n (e: KeyboardEvent) => {\n if (!open) return\n\n switch (e.key) {\n case 'Enter':\n if (!valid) break\n if (next) next()\n else if (submit) submit()\n break\n case '\\\\':\n if (back) back()\n break\n }\n },\n [open, back, next, submit, valid]\n )\n\n useEffect(() => {\n document.addEventListener('keydown', keyDown)\n return () => document.removeEventListener('keydown', keyDown)\n }, [keyDown])\n\n return (\n
    \n \n \n \n {label}\n \n \n \n
    {children}
    \n {(next || back || submit) && (\n
    \n \n {back && (\n
    \n \n \\\n \n Back\n
    \n )}\n {(next || submit) && valid && (\n
    \n \n Enter ⏎\n \n {submit ? 'Finish' : 'Next'}\n
    \n )}\n     \n
    \n {back && (\n \n )}\n {next && (\n \n )}\n {submit && (\n \n )}\n
    \n
    \n )}\n     \n
    \n )\n}\n" }, { "path": "libs/client/features/src/onboarding/steps/StepProps.ts", "content": "export type StepProps = {\n title: string\n onNext(): Promise\n onPrev(): Promise\n}\n" }, { "path": "libs/client/features/src/onboarding/steps/Welcome.tsx", "content": "import { useState, useEffect } from 'react'\nimport { useForm } from 'react-hook-form'\nimport classNames from 'classnames'\nimport {\n RiAnticlockwise2Line,\n RiArrowGoBackFill,\n RiArrowRightLine,\n RiDownloadLine,\n RiShareForwardLine,\n} from 'react-icons/ri'\nimport { AiOutlineLoading3Quarters as LoadingIcon } from 'react-icons/ai'\nimport { Button, Tooltip } from '@maybe-finance/design-system'\nimport { Confetti, MaybeCard, MaybeCardShareModal, useUserApi } from '@maybe-finance/client/shared'\nimport type { StepProps } from './StepProps'\nimport { UserUtil } from '@maybe-finance/shared'\n\nexport function Welcome({ title: stepTitle, onNext }: StepProps) {\n const { useMemberCardDetails, useUpdateProfile } = useUserApi()\n\n const { data } = useMemberCardDetails()\n\n const updateProfile = useUpdateProfile({ onSuccess: undefined })\n\n const [isCardFlipped, setIsCardFlipped] = useState(false)\n const [isShareModalOpen, setIsShareModalOpen] = useState(false)\n\n const {\n handleSubmit,\n formState: { isSubmitting, isValid },\n watch,\n setValue,\n } = useForm<{\n title: string\n }>({\n mode: 'onChange',\n })\n\n const title = watch('title')\n\n useEffect(() => {\n if (data && !title)\n setValue('title', data.title ?? UserUtil.randomUserTitle(), {\n shouldValidate: true,\n })\n }, [title, data, setValue])\n\n return (\n <>\n {\n await updateProfile.mutateAsync(data)\n await onNext()\n })}\n >\n
    \n \"Maybe\"\n

    {stepTitle}

    \n

    \n We made you a little something to celebrate you taking your first steps in\n Maybe. Feel free to share and don’t forget to flip the card!\n

    \n \n
    \n
    \n
    \n \n Your Maybe card\n \n \n setIsShareModalOpen(false)}\n cardUrl={data?.cardUrl || ''}\n card={{ details: data }}\n />\n
    \n
    \n \n
    \n {\n // Make sure title is persisted for sharing\n updateProfile.mutateAsync({ title })\n\n setIsShareModalOpen(true)\n }}\n >\n \n \n
    \n     \n \n
    \n \n \n \n
    \n     \n \n
    \n \n setValue('title', UserUtil.randomUserTitle(title), {\n shouldValidate: true,\n })\n }\n >\n \n \n
    \n     \n \n
    \n setIsCardFlipped((flipped) => !flipped)}\n >\n \n \n
    \n     \n
    \n
    \n \n \n \n )\n}\n" }, { "path": "libs/client/features/src/onboarding/steps/YourMaybe.tsx", "content": "import { SCREEN, useScreenSize, useUserApi } from '@maybe-finance/client/shared'\nimport { Button, FractionalCircle } from '@maybe-finance/design-system'\nimport { useForm } from 'react-hook-form'\nimport {\n RiArrowRightLine,\n RiArtboard2Line,\n RiBankCardLine,\n RiBarChart2Line,\n RiBitCoinLine,\n RiBriefcaseLine,\n RiBuilding3Line,\n RiBuilding4Line,\n RiBuildingLine,\n RiCarLine,\n RiFlashlightLine,\n RiFlightTakeoffLine,\n RiHeartLine,\n RiHome5Line,\n RiHomeHeartLine,\n RiHomeLine,\n RiHomeSmile2Line,\n RiLineChartLine,\n RiOpenArmLine,\n RiPieChartLine,\n RiSailboatLine,\n RiScales2Line,\n RiStackLine,\n RiTrophyLine,\n} from 'react-icons/ri'\nimport { AiOutlineLoading3Quarters as LoadingIcon } from 'react-icons/ai'\nimport type { StepProps } from './StepProps'\nimport { UserUtil } from '@maybe-finance/shared'\n\nlet suggestions = Object.entries({\n 'Build a large and diverse investment portfolio': RiPieChartLine,\n 'Start a coffee shop': RiBriefcaseLine,\n 'Turn my side hustle into my own full-time business': RiBuildingLine,\n 'Start a foundation to support charitable causes': RiStackLine,\n 'Retire at age 40': RiFlashlightLine,\n 'Start a gym': RiOpenArmLine,\n 'Start an NFT gallery': RiArtboard2Line,\n 'Buy my dream car': RiCarLine,\n 'Pay off my loans so I can be debt free': RiScales2Line,\n \"Save for my kid's college tuition\": RiLineChartLine,\n 'Save for my dream vacation': RiFlightTakeoffLine,\n 'Start a museum': RiBuilding3Line,\n 'Invest in real estate': RiHomeSmile2Line,\n 'Buy a second home or vacation property': RiHomeHeartLine,\n 'Save for a down payment on my first house': RiHomeLine,\n 'Start a profitable agency': RiBuilding4Line,\n 'Reach $5m with my business and retire': RiBarChart2Line,\n 'Build an indie bootstrapped startup': RiBriefcaseLine,\n 'Pay off all my credit card debt': RiBankCardLine,\n 'Become an angel investor': RiTrophyLine,\n 'Buy a sail boat and travel the world': RiSailboatLine,\n 'Get married in Lake Como in Italy': RiHeartLine,\n 'Build a modern cabin in the middle of the woods': RiHome5Line,\n 'Build a crypto ETF': RiBitCoinLine,\n 'Save for a round-the-world trip': RiFlightTakeoffLine,\n})\n\n// Duplicate suggestions to fill space better\nsuggestions = [...suggestions, ...suggestions]\n\nconst randoms = suggestions.map(() => [Math.random(), Math.random(), Math.random()])\n\nconst clamp = (num: number, min: number, max: number) => Math.min(Math.max(num, min), max)\n\nexport function YourMaybe({ title, onNext }: StepProps) {\n const screen = useScreenSize()\n\n const { useUpdateProfile } = useUserApi()\n const updateProfile = useUpdateProfile({ onSuccess: undefined })\n\n const {\n register,\n handleSubmit,\n formState: { isValid, isSubmitting },\n watch,\n setValue,\n } = useForm<{\n maybe: string\n }>({\n mode: 'onChange',\n })\n\n const maybe = watch('maybe')\n\n return (\n <>\n {screen === SCREEN.DESKTOP && (\n
    \n {suggestions.map(([suggestion, Icon], idx) => {\n const r = ((Math.PI * 2) / suggestions.length) * idx\n\n return (\n \n setValue('maybe', suggestion, { shouldValidate: true })\n }\n style={{\n transform: `translateX(calc(${\n clamp(Math.sin(r), -0.5, 0.5) * 92\n }vw + ${randoms[idx][0] * 50 - 25}px)) translateY(calc(${\n Math.cos(r) * 47\n }vh + ${randoms[idx][1] * 30 - 15}px)) rotate(${\n randoms[idx][2] * 30 - 15\n }deg)`,\n }}\n >\n \n
    \n \n {suggestion}\n
    \n
    \n \n )\n })}\n \n )}\n
    \n
    \n \n
    \n

    {title}

    \n

    \n A maybe is a goal or dream you’re considering, but have not yet fully\n committed to because you’re not yet sure if it’s financially\n feasible.\n

    \n {\n await updateProfile.mutateAsync(data)\n await onNext()\n })}\n >\n
    \n e.key === 'Enter' && e.stopPropagation()}\n maxLength={UserUtil.MAX_MAYBE_LENGTH}\n />\n
    \n \n \n {240 - (maybe?.length ?? 0)}\n \n
    \n
    \n \n Submit my Maybe\n {isSubmitting ? (\n \n ) : (\n \n )}\n \n \n
    \n \n )\n}\n\nfunction Fire() {\n return (\n \n \n \n \n \n \n \n \n \n \n \n \n \n )\n}\n" }, { "path": "libs/client/features/src/onboarding/steps/index.ts", "content": "export * from './Intro'\nexport * from './Profile'\nexport * from './setup'\nexport * from './Welcome'\nexport * from './YourMaybe'\nexport * from './StepProps'\n" }, { "path": "libs/client/features/src/onboarding/steps/setup/AddFirstAccount.tsx", "content": "import { Fragment, useState } from 'react'\nimport { Transition } from '@headlessui/react'\nimport { RiLoader4Fill, RiLockLine } from 'react-icons/ri'\nimport { motion } from 'framer-motion'\nimport { Button } from '@maybe-finance/design-system'\nimport { useAccountContext, useUserAccountContext } from '@maybe-finance/client/shared'\nimport { ExampleApp } from '../../ExampleApp'\nimport { AiOutlineLoading3Quarters as LoadingIcon } from 'react-icons/ai'\nimport type { StepProps } from '../StepProps'\n\nexport function AddFirstAccount({ title, onNext }: StepProps) {\n const [isSubmitting, setIsSubmitting] = useState(false)\n const { addAccount } = useAccountContext()\n const { noAccounts, allAccountsDisabled, someAccountsSyncing } = useUserAccountContext()\n\n const accountAdded = !noAccounts && !allAccountsDisabled && !someAccountsSyncing\n\n return (\n
    \n
    \n
    \n \n
    \n

    {title}

    \n
    \n

    \n To get the most out of Maybe you need to add your financial\n accounts. Doing this gives you better insights, contextual\n financial planning, and relevant advice.\n

    \n

    \n You probably have quite a few assets and debts, so we’ll\n add the one thing most people have – a bank account.\n You’ll be able to add the rest of your accounts later.\n

    \n
    \n
    \n {[\n ['Chase Bank', 'chase-bank'],\n ['Wells Fargo', 'wells-fargo'],\n ['Bank of America', 'bofa'],\n ['Charles Schwab', 'charles-schwab'],\n ['Capital One', 'capital-one'],\n ['Citibank', 'citi'],\n ].map(([name, src]) => (\n
    \n \n
    \n ))}\n
    \n

    \n & 10,000 other institutions available\n

    \n
    \n {someAccountsSyncing ? (\n
    \n \n

    \n Your account data is syncing\n

    \n
    \n ) : (\n <>\n \n {\n setIsSubmitting(true)\n await onNext()\n setIsSubmitting(false)\n }}\n >\n I’m not ready to connect accounts yet{' '}\n {isSubmitting && (\n \n )}\n \n
    \n \n

    \n Adding your accounts is a big step. That’s why\n we take this seriously. No one can access your\n accounts but you. Your information is always\n protected and secure.\n

    \n
    \n \n )}\n
    \n
    \n \n \n
    \n

    Look at you go!

    \n
    \n

    \n Way to go on successfully connecting your first account! Thanks\n for your trust in us to keep your financial information secure.\n

    \n

    \n If there are any data issues or something’s looking wrong,\n you can reach out to us to try and resolve the issue or continue\n setting up your account and fix it later.\n

    \n
    \n {\n setIsSubmitting(true)\n await onNext()\n setIsSubmitting(false)\n }}\n >\n Continue{' '}\n {isSubmitting && (\n \n )}\n \n
    \n \n
    \n \n
    \n
    \n )\n}\n" }, { "path": "libs/client/features/src/onboarding/steps/setup/EmailVerification.tsx", "content": "import { useEffect, useRef, useState } from 'react'\nimport classNames from 'classnames'\nimport toast from 'react-hot-toast'\nimport { RiArrowRightLine, RiMailCheckLine, RiMailSendLine, RiQuestionLine } from 'react-icons/ri'\nimport { AiOutlineLoading3Quarters as LoadingIcon } from 'react-icons/ai'\nimport { Button, Tooltip } from '@maybe-finance/design-system'\nimport { useUserApi } from '@maybe-finance/client/shared'\nimport type { StepProps } from '../StepProps'\n\nexport function EmailVerification({ title, onNext }: StepProps) {\n const { useAuthProfile, useResendEmailVerification } = useUserApi()\n\n const emailVerified = useRef(false)\n\n const profile = useAuthProfile({\n refetchInterval: emailVerified.current ? false : 5_000,\n onSuccess: (data) => {\n if (data.emailVerified) {\n emailVerified.current = true\n }\n },\n })\n\n const resendEmailVerification = useResendEmailVerification({\n onSuccess: (data) => {\n if (data && data.success) {\n toast.success('Verification email sent!')\n }\n },\n })\n\n const [resendDisabled, setResendDisabled] = useState(false)\n\n useEffect(() => {\n if (resendEmailVerification.isSuccess) {\n // Disable resend button for 10 seconds\n setResendDisabled(true)\n const timeout = setTimeout(() => {\n setResendDisabled(false)\n }, 10_000)\n return () => clearTimeout(timeout)\n }\n\n return undefined\n }, [resendEmailVerification.isSuccess])\n\n if (profile.isLoading) {\n // eslint-disable-next-line react/jsx-no-useless-fragment\n return <>\n }\n\n if (profile.isError) {\n return (\n
    \n

    Something went wrong. Please try again.

    \n
    \n )\n }\n\n return (\n
    \n
    \n \n {profile.data?.emailVerified ? (\n \n ) : (\n \n )}\n
    \n
    \n

    \n {profile.data?.emailVerified ? 'Email verified' : title}\n

    \n
    \n {profile.data?.emailVerified ? (\n

    \n You have successfully verified{' '}\n {profile.data?.email ?? 'your email'}\n

    \n ) : (\n <>\n

    \n Before we can start setting up your account and connecting to data\n providers, we’ll need to verify your email.\n

    \n

    \n A magic link has been sent to{' '}\n \n {profile.data?.email ?? 'your email'}\n \n

    \n resendEmailVerification.mutate(undefined)}\n >\n {resendEmailVerification.isLoading && (\n \n )}\n Haven’t received anything? Send it again\n \n\n \n Besides verifying that it’s actually you signing up, this\n helps us prevent spam registration and keep your account secure.\n Verification is also helpful for account recovery in case of a\n lost/forgotten password.\n \n }\n placement=\"bottom\"\n >\n
    \n \n \n Why do you need to verify my email?\n \n
    \n \n \n )}\n
    \n {profile.data?.emailVerified && (\n \n )}\n \n )\n}\n" }, { "path": "libs/client/features/src/onboarding/steps/setup/OtherAccounts.tsx", "content": "import { useState } from 'react'\nimport classNames from 'classnames'\nimport { motion } from 'framer-motion'\nimport {\n RiBankCard2Line,\n RiBankLine,\n RiBitCoinLine,\n RiCarLine,\n RiHandCoinLine,\n RiHomeLine,\n RiLineChartLine,\n RiMoneyDollarBoxLine,\n RiVipCrown2Line,\n} from 'react-icons/ri'\nimport { Button } from '@maybe-finance/design-system'\nimport { ExampleApp } from '../../ExampleApp'\nimport type { StepProps } from '../StepProps'\nimport { useUserApi } from '@maybe-finance/client/shared'\nimport uniqBy from 'lodash/uniqBy'\nimport { AiOutlineLoading3Quarters as LoadingIcon } from 'react-icons/ai'\n\nconst accountTypes = [\n {\n icon: RiMoneyDollarBoxLine,\n label: 'Cash',\n name: 'cash',\n stepKey: 'add-other',\n },\n {\n icon: RiBankLine,\n label: 'Savings account',\n name: 'savings account',\n stepKey: 'connect-depository',\n },\n {\n icon: RiBankLine,\n label: 'Checking account',\n name: 'checking account',\n stepKey: 'connect-depository',\n },\n {\n icon: RiBankCard2Line,\n label: 'Credit card',\n name: 'credit card',\n stepKey: 'connect-liability',\n },\n {\n icon: RiLineChartLine,\n label: 'Brokerage (Robinhood, Fidelity, etc.)',\n name: 'brokerage account',\n stepKey: 'connect-investment',\n },\n {\n icon: RiLineChartLine,\n label: 'Retirement (401(k), IRA, etc.)',\n name: 'retirement account',\n stepKey: 'connect-investment',\n },\n {\n icon: RiBitCoinLine,\n label: 'Crypto',\n name: 'crypto',\n stepKey: 'add-crypto',\n },\n {\n icon: RiLineChartLine,\n label: 'Alternative investments',\n name: 'investment account',\n stepKey: 'add-other',\n },\n {\n icon: RiCarLine,\n label: 'Vehicle',\n name: 'vehicle',\n stepKey: 'add-vehicle',\n },\n {\n icon: RiHomeLine,\n label: 'Property (home, rental, etc.)',\n name: 'property',\n stepKey: 'add-property',\n },\n {\n icon: RiVipCrown2Line,\n label: 'Valuables (art, jewelry, etc.)',\n name: 'valuables',\n stepKey: 'add-other',\n },\n {\n icon: RiHandCoinLine,\n label: 'Loans (home, student, auto, etc.)',\n name: 'loans',\n stepKey: 'connect-liability',\n },\n]\n\nexport function OtherAccounts({ title, onNext }: StepProps) {\n const [selected, setSelected] = useState([])\n const [isSubmitting, setIsSubmitting] = useState(false)\n\n const { useUpdateOnboarding } = useUserApi()\n const updateOnboarding = useUpdateOnboarding()\n\n return (\n
    \n
    \n
    \n

    {title}

    \n

    \n You can select bank accounts if there are any other accounts you’d\n like to add. Feel free to select more than one. We’ll add these to\n your checklist to remind you around what to add.\n

    \n
    \n {accountTypes.map(({ icon: Icon, label, name }) => (\n \n setSelected((selected) =>\n selected.includes(name)\n ? selected.filter((n) => n !== name)\n : [...selected, name]\n )\n }\n >\n \n {label}\n \n ))}\n
    \n\n {\n setIsSubmitting(true)\n\n const selections = accountTypes.filter(\n (at) =>\n selected.includes(at.name) ||\n at.stepKey === 'connect-depository' // By default, every user will have depository acct for checklist\n )\n const uniqueKeys = uniqBy(selections, 'stepKey').map(({ stepKey }) => ({\n stepKey,\n }))\n\n // Dynamically add steps based on user selections\n await updateOnboarding.mutateAsync({\n flow: 'sidebar',\n updates: uniqueKeys.map((v) => ({\n key: v.stepKey,\n markedComplete: false,\n })),\n })\n\n await onNext()\n\n setIsSubmitting(false)\n }}\n >\n Continue{' '}\n {isSubmitting && }\n \n
    \n \n
    \n
    \n )\n}\n" }, { "path": "libs/client/features/src/onboarding/steps/setup/index.ts", "content": "export * from './AddFirstAccount'\nexport * from './EmailVerification'\nexport * from './OtherAccounts'\n" }, { "path": "libs/client/features/src/plans/AddPlanScenario.tsx", "content": "import type { IconType } from 'react-icons'\nimport type { BoxIconProps } from '@maybe-finance/client/shared'\nimport type { ReactNode } from 'react'\nimport type { SharedType } from '@maybe-finance/shared'\nimport type { PlanEventValues } from './PlanEventForm'\nimport type { O } from 'ts-toolbelt'\n\nimport { BoxIcon, usePopoutContext } from '@maybe-finance/client/shared'\nimport { useCallback, useMemo, useState } from 'react'\nimport { GiPalmTree } from 'react-icons/gi'\nimport { RiArrowRightDownLine, RiArrowRightUpLine, RiSearchLine } from 'react-icons/ri'\nimport { DialogV2 } from '@maybe-finance/design-system'\nimport groupBy from 'lodash/groupBy'\nimport { RetirementMilestoneForm } from './RetirementMilestoneForm'\nimport { PlanContext, PlanEventPopout, usePlanContext } from '..'\nimport { DateUtil, PlanUtil } from '@maybe-finance/shared'\nimport { PlanEventForm } from './PlanEventForm'\n\n// No typings available for this module\n// eslint-disable-next-line @typescript-eslint/no-var-requires\nconst fuzzysearch = require('fuzzysearch')\n\nconst scenarioOptions: ScenarioOption[] = [\n { scenario: 'retirement', name: 'Retirement', icon: GiPalmTree, group: 'Milestones' },\n { scenario: 'income', name: 'Custom Income', icon: RiArrowRightUpLine, group: 'What ifs' },\n { scenario: 'expense', name: 'Custom Expense', icon: RiArrowRightDownLine, group: 'What ifs' },\n\n // TODO - support additional options\n // {\n // scenario: 'fi',\n // name: 'Financial independence',\n // icon: RiFlagLine,\n // group: 'Goals',\n // },\n // { scenario: 'debt-free', name: 'Debt free', icon: RiCopperCoinLine, group: 'Goals' },\n // { scenario: 'buy-house', name: 'Buy new house', icon: RiHomeLine, group: 'What ifs' },\n // {\n // scenario: 'start-business',\n // name: 'Start a business',\n // icon: RiBriefcase2Line,\n // group: 'What ifs',\n // },\n // {\n // scenario: 'reallocate',\n // name: 'Portfolio reallocation',\n // icon: RiEqualizerLine,\n // group: 'What ifs',\n // },\n]\n\n// Different form shown based on scenario chosen (only retirement implemented)\ntype PlanScenario =\n | 'retirement'\n | 'income'\n | 'expense'\n | 'fi'\n | 'debt-free'\n | 'buy-house'\n | 'start-business'\n | 'reallocate'\n\ntype ScenarioOption = {\n group: string\n scenario: PlanScenario\n name: string\n icon: IconType\n}\n\ntype ScenarioData =\n | {\n scenario: 'retirement'\n data: {\n year: number\n monthlySpending: number\n }\n }\n | { scenario: 'income'; data: O.Nullable }\n | { scenario: 'expense'; data: O.Nullable }\n | { scenario: 'fi' }\n | { scenario: 'debt-free' }\n | { scenario: 'buy-house' }\n | { scenario: 'start-business' }\n | { scenario: 'reallocate' }\n\ntype Props = {\n plan: SharedType.Plan\n isOpen: boolean\n scenarioYear: number\n onClose(): void\n onSubmit(data: ScenarioData): void\n}\n\nexport function AddPlanScenario({ plan, isOpen, scenarioYear, onClose, onSubmit }: Props) {\n const [scenario, setScenario] = useState()\n const [error, setError] = useState('')\n\n const { open: openPopout } = usePopoutContext()\n\n const planContext = usePlanContext()\n\n // Opens popout within a PlanContext.Provider (needed because popouts are rendered outside of this tree)\n const openPopoutWithContext = useCallback(\n (children: ReactNode) =>\n openPopout({children}),\n [openPopout, planContext]\n )\n\n const handleClose = useCallback(() => {\n setError('')\n setScenario(undefined)\n onClose()\n }, [onClose])\n\n const scenarioUI = useMemo(() => {\n switch (scenario) {\n case 'retirement':\n if (\n plan.milestones.find(\n (m) => m.category === PlanUtil.PlanMilestoneCategory.Retirement\n )\n ) {\n setError(\n 'We could not add a retirement milestone because one already exists. Please delete that milestone first.'\n )\n return\n }\n\n return {\n title: 'Retirement',\n component: (\n {\n onSubmit({ scenario: 'retirement', data })\n setScenario(undefined)\n }}\n />\n ),\n }\n case 'income':\n openPopoutWithContext(\n \n onSubmit({ scenario: 'income', data })}\n initialValues={{ startYear: scenarioYear, name: 'Income event' }}\n />\n \n )\n\n handleClose()\n\n return null\n case 'expense':\n openPopoutWithContext(\n \n \n onSubmit({\n scenario: 'expense',\n data: {\n ...data,\n initialValue: data.initialValue\n ? data.initialValue.negated()\n : undefined,\n },\n })\n }\n initialValues={{ startYear: scenarioYear, name: 'Expense event' }}\n />\n \n )\n\n handleClose()\n\n return null\n default:\n return null\n }\n }, [\n scenario,\n onSubmit,\n scenarioYear,\n planContext.userAge,\n plan.milestones,\n openPopoutWithContext,\n handleClose,\n ])\n\n if (error) {\n return \n }\n\n return scenarioUI ? (\n \n {scenarioUI.component}\n \n ) : (\n \n \n \n )\n}\n\nfunction Option({\n name,\n icon,\n onClick,\n variant,\n}: {\n name: string\n icon: IconType\n onClick: () => void\n variant: BoxIconProps['variant']\n}) {\n return (\n \n \n {name}\n \n )\n}\n\nfunction Search({ onSelect }: { onSelect(scenario: PlanScenario): void }) {\n const [search, setSearch] = useState()\n\n const options = useMemo(() => {\n const filtered = scenarioOptions.filter((option) =>\n search ? fuzzysearch(search.toLowerCase(), option.name.toLowerCase()) : true\n )\n\n return groupBy(filtered, 'group')\n }, [search])\n\n return (\n <>\n
    \n \n setSearch(event.target.value)}\n />\n
    \n\n {/* Milestones */}\n
    \n {Object.entries(options).length === 0 ? (\n

    No scenarios found

    \n ) : (\n Object.entries(options).map(([group, scenarios]) => (\n
    \n \n {group}\n \n {scenarios.map((s) => (\n
    \n {\n onSelect(s.scenario)\n }}\n />\n
    \n ))}\n
    \n ))\n )}\n
    \n \n )\n}\n" }, { "path": "libs/client/features/src/plans/NewPlanForm.tsx", "content": "import { Controller, useForm } from 'react-hook-form'\nimport { Button, Input } from '@maybe-finance/design-system'\nimport { NumberUtil } from '@maybe-finance/shared'\nimport { NumericFormat } from 'react-number-format'\n\nexport type NewPlanValues = {\n name: string\n lifeExpectancy: number\n}\n\ntype Props = {\n initialValues?: Partial\n onSubmit(data: NewPlanValues): void\n}\n\nexport function NewPlanForm({ initialValues, onSubmit }: Props) {\n const { control, handleSubmit, formState, register } = useForm({\n mode: 'onChange',\n defaultValues: {\n ...initialValues,\n },\n })\n\n const { isSubmitting, isValid } = formState\n\n return (\n
    \n \n\n (\n years}\n allowNegative={false}\n value={field.value}\n onValueChange={(value) =>\n field.onChange(value.value ? parseFloat(value.value) : value.value)\n }\n />\n )}\n />\n\n
    \n \n
    \n \n )\n}\n" }, { "path": "libs/client/features/src/plans/PlanContext.ts", "content": "import type { SharedType } from '@maybe-finance/shared'\nimport { createContext, useContext } from 'react'\n\nexport type PlanContext = {\n userAge: number\n planStartYear: number\n planEndYear: number\n milestones: SharedType.PlanMilestone[]\n}\n\nexport const PlanContext = createContext(undefined)\n\nexport function usePlanContext() {\n const ctx = useContext(PlanContext)\n\n if (!ctx) throw new Error('Must use usePlanContext inside PlanContext.Provider')\n\n return ctx\n}\n" }, { "path": "libs/client/features/src/plans/PlanEventCard.tsx", "content": "import type { PropsWithChildren } from 'react'\nimport type { SharedType } from '@maybe-finance/shared'\nimport { PlanUtil } from '@maybe-finance/shared'\nimport classNames from 'classnames'\nimport { NumberUtil } from '@maybe-finance/shared'\nimport { RiAddLine, RiSubtractLine } from 'react-icons/ri'\nimport { DateTime } from 'luxon'\nimport { BoxIcon } from '@maybe-finance/client/shared'\n\ntype PlanEventCardProps = PropsWithChildren<{\n event: SharedType.PlanEvent\n projection?: SharedType.PlanProjectionResponse['projection']\n onClick: () => void\n className?: string\n}>\n\nfunction toYearRange(\n event: Pick<\n SharedType.PlanEvent,\n 'startYear' | 'startMilestoneId' | 'endYear' | 'endMilestoneId'\n >,\n projection?: SharedType.PlanProjectionResponse['projection']\n) {\n const start =\n event.startYear ??\n (projection ? PlanUtil.resolveMilestoneYear(projection, event.startMilestoneId!) : null)\n\n const end =\n event.endYear ??\n (projection ? PlanUtil.resolveMilestoneYear(projection, event.endMilestoneId!) : null)\n\n if (start && end) {\n return `Years ${start} - ${end}`\n }\n\n if (start && !end) {\n return `Years ${start} - end of plan`\n }\n\n if (!start && end) {\n return `Years ${DateTime.now().year} - ${end}`\n }\n\n return `All years`\n}\n\nexport function PlanEventCard({ event, projection, onClick, className }: PlanEventCardProps) {\n const isPositive = event.initialValue.isPositive()\n const Icon = isPositive ? RiAddLine : RiSubtractLine\n\n return (\n \n \n\n
    \n
    {event.name}
    \n
    {toYearRange(event, projection)}
    \n
    \n\n
    \n
    \n {NumberUtil.format(event.initialValue, 'currency')}\n
    \n
    \n \n )\n}\n" }, { "path": "libs/client/features/src/plans/PlanEventForm.tsx", "content": "import type { SharedType } from '@maybe-finance/shared'\nimport { Controller, useForm } from 'react-hook-form'\nimport { Button, Input, InputCurrency, Listbox } from '@maybe-finance/design-system'\nimport { RiArrowDownLine, RiArrowUpLine, RiRepeatLine } from 'react-icons/ri'\nimport upperFirst from 'lodash/upperFirst'\nimport { PlanRangeInput, usePlanContext } from '.'\nimport type { O } from 'ts-toolbelt'\nimport { NumericFormat } from 'react-number-format'\nimport Decimal from 'decimal.js'\n\nexport type PlanEventValues = Pick<\n SharedType.PlanEvent,\n | 'name'\n | 'frequency'\n | 'initialValue'\n | 'initialValueRef'\n | 'rate'\n | 'startYear'\n | 'startMilestoneId'\n | 'endYear'\n | 'endMilestoneId'\n>\n\nexport type PlanEventFormProps = {\n mode: 'create' | 'update'\n flow: 'income' | 'expense'\n initialValues?: Partial\n onSubmit: (data: O.Nullable) => void\n onDelete?: () => void\n}\n\nexport function PlanEventForm({\n mode,\n flow,\n initialValues,\n onSubmit,\n onDelete,\n}: PlanEventFormProps) {\n const { planStartYear } = usePlanContext()\n\n const {\n control,\n handleSubmit,\n formState: { isSubmitting, isValid, touchedFields },\n register,\n watch,\n setValue,\n setError,\n clearErrors,\n getFieldState,\n } = useForm({\n mode: 'onChange',\n defaultValues: {\n frequency: 'yearly',\n startYear: planStartYear,\n initialValue: new Decimal(0),\n initialValueRef: null,\n rate: new Decimal(0),\n ...initialValues,\n },\n })\n\n const [frequency, startYear, startMilestoneId, endYear, endMilestoneId] = watch([\n 'frequency',\n 'startYear',\n 'startMilestoneId',\n 'endYear',\n 'endMilestoneId',\n ])\n\n return (\n {\n // if user hasn't modified initialValue, then preserve the ref\n if (initialValueRef && !touchedFields.initialValue) {\n onSubmit({ ...data, initialValue: null, initialValueRef })\n } else {\n onSubmit({ ...data, initialValue, initialValueRef: null })\n }\n })}\n >\n

    {flow === 'income' ? 'Income' : 'Expense'} Event

    \n
    Overview
    \n\n \n\n (val && val.lte(0) ? 'Amount must be positive' : true),\n }}\n render={({ field, fieldState: { error } }) => {\n return (\n field.onChange(val != null ? new Decimal(val) : val)}\n label=\"Amount\"\n error={error?.message}\n className=\"mt-2\"\n />\n )\n }}\n />\n\n
    Time
    \n\n (\n \n \n {frequency ? upperFirst(frequency) : 'Once'}\n \n \n Yearly\n Monthly\n Once\n \n \n )}\n />\n\n
    \n {\n setValue('startYear', value.year)\n setValue('startMilestoneId', value.milestoneId)\n }}\n className=\"w-1/2\"\n />\n\n {\n setValue('endYear', value.year)\n setValue('endMilestoneId', value.milestoneId)\n\n if (value.year && startYear && value.year < startYear)\n setError('endYear', { type: 'custom', message: 'Must be after start' })\n else clearErrors('endYear')\n }}\n className=\"w-1/2\"\n error={getFieldState('endYear').error?.message}\n />\n
    \n\n
    Change
    \n\n {\n const sign: '+' | '-' = field.value.isPositive() ? '+' : '-'\n\n return (\n
    \n field.onChange(field.value.negated())}\n className=\"w-1/2\"\n >\n \n {sign === '+' ? 'Increase' : 'Decrease'}\n \n \n Increase\n Decrease\n \n \n\n %\n }\n decimalScale={2}\n allowLeadingZeros\n fixedDecimalScale\n error={error && 'Change value is required'}\n allowNegative={false}\n value={field.value.times(100).toString()}\n onValueChange={({ value }) => {\n if (value) field.onChange(new Decimal(value).div(100))\n }}\n />\n
    \n )\n }}\n />\n\n
    \n {mode === 'create' && (\n \n )}\n {mode === 'update' && (\n <>\n \n \n \n )}\n
    \n \n )\n}\n" }, { "path": "libs/client/features/src/plans/PlanEventList.tsx", "content": "import type { PropsWithChildren, ReactNode } from 'react'\nimport { useCallback } from 'react'\nimport type { SharedType } from '@maybe-finance/shared'\nimport classNames from 'classnames'\nimport { RiAddLine, RiArrowLeftDownLine, RiArrowRightUpLine } from 'react-icons/ri'\nimport { Button } from '@maybe-finance/design-system'\nimport { usePopoutContext } from '@maybe-finance/client/shared'\nimport { PlanEventCard } from './PlanEventCard'\nimport { PlanEventPopout } from './PlanEventPopout'\nimport { PlanEventForm } from './PlanEventForm'\nimport { PlanContext, usePlanContext } from './PlanContext'\n\ntype PlanCreateInput = Record\ntype PlanUpdateInput = PlanCreateInput\n\ntype PlanEventListProps = PropsWithChildren<{\n events: SharedType.PlanEvent[]\n projection?: SharedType.PlanProjectionResponse['projection']\n isLoading: boolean\n className?: string\n\n onCreate(data: PlanCreateInput): void\n onUpdate(id: SharedType.PlanEvent['id'], data: PlanUpdateInput): void\n onDelete(id: SharedType.PlanEvent['id']): void\n}>\n\nexport function PlanEventList({\n events,\n projection,\n isLoading,\n className,\n onCreate,\n onUpdate,\n onDelete,\n}: PlanEventListProps) {\n const { open: openPopout, close: closePopout } = usePopoutContext()\n\n const planContext = usePlanContext()\n\n // Opens popout within a PlanContext.Provider (needed because popouts are rendered outside of this tree)\n const openPopoutWithContext = useCallback(\n (children: ReactNode) =>\n openPopout({children}),\n [openPopout, planContext]\n )\n\n const incomeEvents = events.filter((event) => event.initialValue.gte(0))\n const expenseEvents = events.filter((event) => event.initialValue.lt(0))\n\n const createEvent = useCallback(\n (data: PlanCreateInput) => {\n onCreate(data)\n closePopout()\n },\n [onCreate, closePopout]\n )\n\n const updateEvent = useCallback(\n (id: SharedType.PlanEvent['id'], data: PlanUpdateInput) => {\n onUpdate(id, data)\n closePopout()\n },\n [onUpdate, closePopout]\n )\n\n const deleteEvent = useCallback(\n (id: SharedType.PlanEvent['id']) => {\n onDelete(id)\n closePopout()\n },\n [onDelete, closePopout]\n )\n\n return (\n \n
    \n
    \n
    \n \n Income\n
    \n \n openPopoutWithContext(\n \n createEvent(data)}\n />\n \n )\n }\n data-testid=\"income-events-add-button\"\n >\n \n \n
    \n
    \n {!isLoading && incomeEvents.length ? (\n
    \n {incomeEvents.map((event) => (\n \n openPopoutWithContext(\n \n updateEvent(event.id, data)}\n onDelete={() => deleteEvent(event.id)}\n />\n \n )\n }\n />\n ))}\n
    \n ) : (\n \n )}\n
    \n
    \n
    \n
    \n
    \n \n Expenses\n
    \n \n openPopoutWithContext(\n \n \n createEvent({\n ...data,\n initialValue: initialValue?.negated(),\n })\n }\n />\n \n )\n }\n >\n \n \n
    \n
    \n {!isLoading && expenseEvents.length ? (\n
    \n {expenseEvents.map((event) => (\n \n openPopoutWithContext(\n \n \n updateEvent(event.id, {\n ...data,\n initialValue: initialValue?.negated(),\n })\n }\n onDelete={() => deleteEvent(event.id)}\n />\n \n )\n }\n />\n ))}\n
    \n ) : (\n \n )}\n
    \n
    \n \n )\n}\n\nfunction EmptyStateCards({\n isLoading,\n message,\n}: {\n isLoading: boolean\n message: string\n}): JSX.Element {\n return (\n
    \n
    \n {Array.from({ length: 3 }).map((_, idx) => (\n \n {isLoading && (\n
    \n )}\n
    \n
    \n ))}\n
    \n
    \n {!isLoading && (\n
    \n {message}\n
    \n )}\n \n )\n}\n" }, { "path": "libs/client/features/src/plans/PlanEventPopout.tsx", "content": "import type { PropsWithChildren } from 'react'\nimport { Button } from '@maybe-finance/design-system'\nimport { usePopoutContext } from '@maybe-finance/client/shared'\nimport { RiCloseFill } from 'react-icons/ri'\n\ntype PlanEventListProps = PropsWithChildren<{}>\n\nexport function PlanEventPopout({ children }: PlanEventListProps) {\n const { close } = usePopoutContext()\n\n return (\n
    \n \n
    {children}
    \n
    \n )\n}\n" }, { "path": "libs/client/features/src/plans/PlanExplainer.tsx", "content": "import type { ColumnDef } from '@tanstack/react-table'\nimport { IndexTabs } from '@maybe-finance/design-system'\nimport { useMemo, useRef } from 'react'\nimport { RiArticleLine, RiYoutubeLine } from 'react-icons/ri'\nimport {\n ExplainerExternalLink,\n ExplainerInfoBlock,\n ExplainerSection,\n} from '@maybe-finance/client/shared'\nimport { flexRender, getCoreRowModel, useReactTable } from '@tanstack/react-table'\nimport { NumberUtil } from '@maybe-finance/shared'\nimport classNames from 'classnames'\n\ntype Props = {\n initialSection?: 'overview' | 'methodology' | 'returns' | 'survival' | 'learn'\n}\n\nexport function PlanExplainer({ initialSection }: Props) {\n const scrollContainer = useRef(null)\n\n const overview = useRef(null)\n const forecastingMethodology = useRef(null)\n const returns = useRef(null)\n const survivalRate = useRef(null)\n const learnMore = useRef(null)\n\n const initialIndex = useMemo(() => {\n switch (initialSection) {\n case 'methodology':\n return 1\n case 'returns':\n return 2\n case 'survival':\n return 3\n case 'learn':\n return 4\n default:\n return 0\n }\n }, [initialSection])\n\n return (\n
    \n
    How this works
    \n
    \n \n
    \n
    \n \n

    \n To forecast your wealth in future years, we use a technique called a “Monte\n Carlo simulation”. This is a common technique used by financial planners and\n hedge funds to predict how a given portfolio of assets will perform based on\n a variety of market conditions.\n

    \n\n

    \n Luckily, this mathematical technique is not just available to money\n managers. We can also apply this to your personal portfolio!\n

    \n     \n\n \n

    \n At Maybe, we can guarantee accurate calculations, but{' '}\n \n we cannot predict your future\n \n . Forecasting outcomes over a long time-horizon includes significant\n uncertainty.\n

    \n\n

    \n We encourage you to treat these results{' '}\n \n as a range of possibilities\n \n , not a certainty.\n

    \n\n

    Here’s an example interpretation of your results:

    \n\n

    \n At age 68, your portfolio ranges from, say $100 - $200 at the 10th and 90th\n \"percentiles\".\n

    \n\n

    \n This simply means, \"We ran 1,000 simulations, and 90% of those simulations\n resulted in a net worth between $100-$200 at age 68\".\n

    \n \n\n \n

    \n Disclaimer: this is an estimate. We\n cannot guarantee the success of your plan.\n

    \n\n

    \n In each tooltip, you will see a percentage indicator we call \"Survival\n rate\". We use this to determine the percentage of simulations that ended up\n with a positive net worth.\n

    \n\n

    \n Let's say your survival rate is 70%. Assuming we run 1,000 simulations, this\n means that 700/1000 simulations \"survived\" (i.e. positive net worth), while\n 300/1000 did not \"survive\" (i.e. negative net worth) in that year.\n

    \n\n \n It’s your “will I ever run out of money?” metric.\n \n     \n\n \n

    \n Below are the average returns by asset class that we use as inputs{' '}\n to our Monte Carlo simulation:\n

    \n\n
    \n \n
    \n\n

    \n Negative percentages mean that the asset is either a depreciating asset or\n losing value due to inflation.\n

    \n     \n\n \n \n Article on Monte Carlo simulations\n \n\n \n Video on Monte Carlo simulations\n \n \n
    \n
    \n )\n}\n\ntype ReturnsData = {\n asset: string\n return: number\n volatility: number\n}\n\n// const columnHelper = createColumnHelper()\n\nconst returnsData: ReturnsData[] = [\n {\n asset: 'Stocks',\n return: 0.05,\n volatility: 0.186,\n },\n {\n asset: 'Bonds',\n return: 0.02,\n volatility: 0.052,\n },\n {\n asset: 'Cash',\n return: -0.02,\n volatility: 0.05,\n },\n {\n asset: 'Crypto',\n return: 1.0,\n volatility: 1.0,\n },\n {\n asset: 'Property',\n return: 0.1,\n volatility: 0.2,\n },\n {\n asset: 'Other',\n return: -0.02,\n volatility: 0,\n },\n]\n\nfunction ReturnsTable() {\n const columns = useMemo(() => {\n return [\n {\n header: 'Asset',\n accessorKey: 'asset',\n },\n {\n id: 'return',\n header: 'Return',\n accessorFn: (row) =>\n NumberUtil.format(row.return, 'percent', { signDisplay: 'auto' }),\n } as ColumnDef,\n {\n id: 'volatility',\n header: 'Volatility',\n accessorFn: (row) =>\n NumberUtil.format(row.volatility, 'percent', { signDisplay: 'auto' }),\n } as ColumnDef,\n ]\n }, [])\n\n const table = useReactTable({\n data: returnsData,\n columns,\n getCoreRowModel: getCoreRowModel(),\n })\n\n return (\n \n \n {table.getHeaderGroups().map((headerGroup) => (\n \n {headerGroup.headers.map((header) => (\n \n {!header.isPlaceholder &&\n flexRender(header.column.columnDef.header, header.getContext())}\n \n ))}\n \n ))}\n \n \n {table.getRowModel().rows.map((row) => (\n \n {row.getVisibleCells().map((cell) => (\n \n {flexRender(cell.column.columnDef.cell, cell.getContext())}\n \n ))}\n \n ))}\n \n
    \n )\n}\n" }, { "path": "libs/client/features/src/plans/PlanMenu.tsx", "content": "import type { SharedType } from '@maybe-finance/shared'\nimport { DateUtil, PlanUtil } from '@maybe-finance/shared'\n\nimport { InsightPopout, usePlanApi, usePopoutContext } from '@maybe-finance/client/shared'\nimport { Button, Dialog, Menu } from '@maybe-finance/design-system'\nimport { RiArrowGoBackLine, RiBookReadLine } from 'react-icons/ri'\nimport { useState } from 'react'\nimport { usePlanContext } from './PlanContext'\nimport { PlanExplainer } from './PlanExplainer'\n\ntype Props = {\n plan?: SharedType.Plan\n}\n\nexport function PlanMenu({ plan }: Props) {\n const [isOpen, setIsOpen] = useState(false)\n const { userAge } = usePlanContext()\n const { useUpdatePlanTemplate } = usePlanApi()\n\n const { open: openPopout } = usePopoutContext()\n\n const update = useUpdatePlanTemplate()\n\n if (!plan) return null\n\n return (\n <>\n \n \n \n \n \n } onClick={() => setIsOpen(true)}>\n Reset plan\n \n }\n onClick={() =>\n openPopout(\n \n \n \n )\n }\n >\n How this works\n \n \n \n setIsOpen(false)} showCloseButton={false}>\n \n
    \n \n
    \n

    Reset plan?

    \n

    \n By doing this you will be resetting any changes you have made to the plan so\n far. You cannot undo this action.\n

    \n\n
    \n setIsOpen(false)}\n >\n Cancel\n \n\n {\n /**\n * @todo - as we incorporate more plan templates, we should\n * be resetting to the current plan's template if possible\n * and only defaulting to retirement as the \"default\" template\n *\n * for now, we are assuming all plans use the retirement template\n */\n await update.mutateAsync({\n id: plan.id,\n shouldReset: true,\n data: {\n type: 'retirement',\n data: {\n retirementYear: DateUtil.ageToYear(\n PlanUtil.RETIREMENT_MILESTONE_AGE,\n userAge ?? PlanUtil.DEFAULT_AGE\n ),\n },\n },\n })\n\n setIsOpen(false)\n }}\n >\n Reset\n \n
    \n     \n     \n \n )\n}\n" }, { "path": "libs/client/features/src/plans/PlanMilestones.tsx", "content": "import type { SharedType } from '@maybe-finance/shared'\nimport { BoxIcon } from '@maybe-finance/client/shared'\nimport { Button, DialogV2, LoadingPlaceholder } from '@maybe-finance/design-system'\nimport { DateUtil, NumberUtil } from '@maybe-finance/shared'\nimport { GiPalmTree } from 'react-icons/gi'\nimport { RiAddLine, RiDeleteBin6Line, RiPencilLine } from 'react-icons/ri'\nimport { usePlanContext } from './PlanContext'\nimport toast from 'react-hot-toast'\nimport { useMemo, useState, Fragment } from 'react'\n\ntype MilestoneRange = {\n lower: SharedType.Decimal\n upper: SharedType.Decimal\n confidence: number // A percentage confidence in our range estimate\n}\n\ntype Props = {\n isLoading: boolean\n onAdd: () => void\n onEdit: (id: SharedType.PlanMilestone['id']) => void\n onDelete: (id: SharedType.PlanMilestone['id']) => void\n milestones: (SharedType.PlanMilestone & MilestoneRange)[]\n events: SharedType.PlanEvent[]\n}\n\nexport function PlanMilestones({ isLoading, onAdd, onEdit, onDelete, milestones, events }: Props) {\n const { userAge } = usePlanContext()\n\n const [confirmDeleteId, setConfirmDeleteId] = useState(\n null\n )\n\n const eventsToBeDeleted = useMemo(() => {\n if (!confirmDeleteId) return []\n\n return events.filter(\n (event) =>\n event.startMilestoneId === confirmDeleteId ||\n event.endMilestoneId === confirmDeleteId\n )\n }, [confirmDeleteId, events])\n\n return (\n
    \n {isLoading ? (\n
    \n
    \n
    \n
    \n
    \n \n Milestone\n \n \n Description\n \n
    \n
    \n ) : milestones.length ? (\n milestones.map((milestone) => {\n return (\n \n
    \n
    \n {/* Icon and vertical line */}\n
    \n \n
    \n \n
    \n
    \n\n
    \n

    {milestone.name}

    \n

    \n Based on your current savings and portfolio, we project\n with a{' '}\n {NumberUtil.format(milestone.confidence, 'percent', {\n signDisplay: 'auto',\n })}{' '}\n confidence interval that you will have between{' '}\n \n {NumberUtil.format(\n milestone.lower,\n 'short-currency'\n )}\n {' '}\n and{' '}\n \n {NumberUtil.format(\n milestone.upper,\n 'short-currency'\n )}\n {' '}\n at age{' '}\n {milestone.type === 'year'\n ? DateUtil.yearToAge(milestone.year!, userAge)\n : '--'}\n .\n

    \n
    \n
    \n\n {/* Edit and delete buttons on hover */}\n
    \n \n setConfirmDeleteId(milestone.id)}\n >\n \n \n
    \n
    \n
    \n
    \n \n \n \n
    \n
    \n

    Add new milestone

    \n

    \n Tell us about any goals, what ifs, or windfalls you expect.\n

    \n
    \n
    \n     \n )\n })\n ) : (\n
    \n \"Maybe\"\n

    \n No milestones added yet.{' '}\n Add a new one to see how it\n impacts your plan.\n

    \n
    \n )}\n\n setConfirmDeleteId(null)}\n >\n
    \n \n

    Delete milestone?

    \n
    \n

    \n This will impact your plan and forecast. You will not be able to undo\n this action.\n

    \n {eventsToBeDeleted.length > 0 && (\n

    \n The following events will also be deleted:\n
    \n {eventsToBeDeleted.map(({ name }, idx) => (\n <>\n {name}\n {idx < eventsToBeDeleted.length - 1 && ', '}\n \n ))}\n

    \n )}\n
    \n
    \n setConfirmDeleteId(null)}\n >\n Cancel\n \n {\n onDelete(confirmDeleteId!)\n setConfirmDeleteId(null)\n }}\n >\n Delete\n \n
    \n
    \n \n
    \n )\n}\n" }, { "path": "libs/client/features/src/plans/PlanParameterCard.tsx", "content": "import type { PropsWithChildren, ReactNode } from 'react'\nimport { LoadingPlaceholder, Tooltip } from '@maybe-finance/design-system'\nimport { RiQuestionLine } from 'react-icons/ri'\nimport classNames from 'classnames'\n\ntype PlanParameterCardProps = PropsWithChildren<{\n isLoading?: boolean\n title: string\n value: string\n detail: ReactNode\n className?: string\n info?: ReactNode\n}>\n\nexport function PlanParameterCard({\n isLoading = false,\n title,\n value,\n detail,\n className,\n info,\n}: PlanParameterCardProps) {\n return (\n
    \n
    \n
    \n

    {title}

    \n {info && (\n {info}
    }\n className=\"max-w-[350px]\"\n >\n \n \n \n \n )}\n
    \n
    \n\n
    \n \n

    {value}

    \n
    {detail}
    \n     \n
    \n \n )\n}\n" }, { "path": "libs/client/features/src/plans/PlanRangeInput.tsx", "content": "import React, { useState } from 'react'\nimport type { MouseEventHandler, ReactNode } from 'react'\nimport { NumericFormat } from 'react-number-format'\nimport classNames from 'classnames'\nimport { DateTime } from 'luxon'\nimport AnimateHeight from 'react-animate-height'\nimport type { IconType } from 'react-icons'\nimport {\n RiCalendar2Line,\n RiCheckFill,\n RiHeartPulseLine,\n RiKeyboardBoxLine,\n RiPlayCircleLine,\n} from 'react-icons/ri'\nimport { GiPalmTree } from 'react-icons/gi'\nimport { Input, Popover } from '@maybe-finance/design-system'\nimport type { SharedType } from '@maybe-finance/shared'\nimport { DateUtil } from '@maybe-finance/shared'\nimport { usePlanContext } from '.'\n\ntype ValueType = { year: number | null; milestoneId: SharedType.PlanMilestone['id'] | null }\n\nexport type PlanRangeInputProps = {\n type: 'start' | 'end'\n value: ValueType\n onChange: (value: ValueType) => void\n className?: string\n error?: string\n}\n\ntype OptionType = 'retirement' | 'start' | 'end' | 'now' | 'age' | 'year'\n\nconst OptionMeta: Record = {\n retirement: { label: 'Retirement', icon: GiPalmTree },\n start: { label: 'Start of plan', icon: RiPlayCircleLine },\n end: { label: 'End of plan', icon: RiHeartPulseLine },\n now: { label: 'Now', icon: RiCalendar2Line },\n age: { label: 'Enter age', icon: RiKeyboardBoxLine, manual: true },\n year: { label: 'Enter year', icon: RiKeyboardBoxLine, manual: true },\n}\n\nexport function PlanRangeInput({\n type,\n value: { year, milestoneId },\n onChange,\n className,\n error,\n}: PlanRangeInputProps) {\n const { userAge: currentAge, milestones } = usePlanContext()\n\n const [selected, setSelected] = useState(\n milestoneId != null ? 'retirement' : year ? (currentAge ? 'age' : 'year') : type\n )\n\n const onOptionClick = (type: OptionType, close: () => void) => {\n switch (type) {\n case 'retirement':\n onChange({ year: null, milestoneId: milestones[0].id })\n close()\n break\n case 'now':\n onChange({ year: DateTime.now().year, milestoneId: null })\n close()\n break\n case 'start':\n case 'end':\n onChange({ year: null, milestoneId: null })\n close()\n break\n case 'age':\n case 'year':\n if (type === selected) close()\n else\n onChange({\n year: year ?? DateTime.now().year,\n milestoneId: null,\n })\n break\n }\n\n setSelected(type)\n }\n\n const { icon: SelectionIcon } = OptionMeta[selected]\n\n const selectionLabel =\n milestoneId != null\n ? 'Retirement'\n : year\n ? ['year', 'currentYear'].includes(selected)\n ? year\n : `Age ${DateUtil.yearToAge(year, currentAge)}`\n : type === 'start'\n ? 'Start of plan'\n : 'End of plan'\n\n return (\n \n \n \n {({ open, close }: { open: boolean; close: () => void }) => (\n <>\n Quick select\n onOptionClick(type, close)}\n />\n onOptionClick('now', close)}\n />\n {milestones.length > 0 && (\n <>\n {/* TODO: Handle multiple milestones, not just retirement */}\n Milestones\n onOptionClick('retirement', close)}\n />\n \n )}\n\n Manual\n onOptionClick('age', close)}\n value={DateUtil.yearToAge(year ?? DateTime.now().year, currentAge)}\n onChange={(age) =>\n age &&\n onChange({\n year: DateUtil.ageToYear(age, currentAge),\n milestoneId: null,\n })\n }\n onSubmit={close}\n />\n onOptionClick('year', close)}\n value={year ?? DateTime.now().year}\n onChange={(year) => {\n year &&\n onChange({\n year,\n milestoneId: null,\n })\n }}\n onSubmit={close}\n />\n \n )}\n \n \n )\n}\n\nfunction SectionLabel({ children }: { children: ReactNode }) {\n return {children}\n}\n\nfunction Option({\n type,\n selected,\n open,\n onClick,\n value,\n onChange,\n onSubmit,\n}: {\n type: OptionType\n selected: boolean\n open: boolean\n onClick: MouseEventHandler\n value?: number\n onChange?: (value: number | null) => void\n onSubmit?: () => void\n}) {\n const { label, icon: Icon, manual } = OptionMeta[type]\n\n return (\n \n \n \n {label}\n {selected && }\n \n\n {manual && (\n \n
    \n {\n selected &&\n open &&\n onChange &&\n onChange(value.value ? parseFloat(value.value) : null)\n }}\n onKeyDown={(e: React.KeyboardEvent) => {\n if (e.key === 'Enter') {\n onSubmit && onSubmit()\n e.preventDefault()\n }\n }}\n onClick={(e: React.MouseEvent) => e.stopPropagation()}\n />\n
    \n     \n )}\n \n )\n}\n" }, { "path": "libs/client/features/src/plans/PlanRangeSelector.tsx", "content": "import { useState } from 'react'\nimport { NumericFormat } from 'react-number-format'\nimport { RiArrowRightLine as RightArrow } from 'react-icons/ri'\nimport { Input, Popover, Tab } from '@maybe-finance/design-system'\nimport { DateUtil } from '@maybe-finance/shared'\nimport { usePlanContext } from '.'\n\nexport type PlanRangeSelectorProps = {\n fromYear: number\n toYear: number\n onChange: (range: { from: number; to: number }) => void\n mode: 'age' | 'year'\n onModeChange(mode: 'age' | 'year'): void\n}\n\nexport function PlanRangeSelector({\n fromYear,\n toYear,\n onChange,\n mode,\n onModeChange,\n}: PlanRangeSelectorProps): JSX.Element {\n const { userAge: currentAge, planStartYear, planEndYear } = usePlanContext()\n\n const [from, setFrom] = useState(fromYear)\n const [to, setTo] = useState(toYear)\n\n const formattedFrom =\n fromYear === planStartYear\n ? 'Today'\n : mode === 'age'\n ? `Age ${DateUtil.yearToAge(fromYear, currentAge)}`\n : fromYear\n\n const formattedTo = mode === 'age' ? `Age ${DateUtil.yearToAge(toYear, currentAge)}` : toYear\n\n return (\n \n \n
    \n {formattedFrom}\n \n \n {' '}\n {formattedTo}\n
    \n     \n \n
    \n {\n onModeChange(index === 0 ? 'age' : 'year')\n }}\n >\n \n Age\n Year\n \n \n {/* Age */}\n \n
    \n {\n if (value?.floatValue)\n setFrom(\n DateUtil.ageToYear(value.floatValue, currentAge)\n )\n }}\n />\n \n {\n if (value?.floatValue)\n setTo(\n DateUtil.ageToYear(value.floatValue, currentAge)\n )\n }}\n />\n
    \n     \n\n {/* Absolute years */}\n \n
    \n {\n if (value?.floatValue) setFrom(value.floatValue)\n }}\n />\n \n {\n if (value?.floatValue) setTo(value.floatValue)\n }}\n />\n
    \n     \n     \n \n\n
    \n {\n setFrom(fromYear)\n setTo(toYear)\n }}\n >\n Cancel\n \n planEndYear || from >= to}\n onClick={() => onChange({ from, to })}\n >\n Apply\n \n
    \n
    \n     \n     \n )\n}\n" }, { "path": "libs/client/features/src/plans/RetirementMilestoneForm.tsx", "content": "import { Button, Input, InputCurrency, Listbox } from '@maybe-finance/design-system'\nimport { DateUtil } from '@maybe-finance/shared'\nimport upperFirst from 'lodash/upperFirst'\nimport { useState } from 'react'\nimport { Controller, useForm } from 'react-hook-form'\nimport { usePlanContext } from './PlanContext'\n\ntype FormData = {\n monthlySpending: number\n age?: number\n year?: number\n}\n\ntype RefMode = {\n value: 'age' | 'year'\n display: string\n}\n\ntype Props = {\n mode: 'create' | 'update'\n defaultValues: Partial\n onSubmit: (data: Required>) => void\n}\n\nconst refModes: RefMode[] = [\n {\n value: 'age',\n display: 'At age',\n },\n {\n value: 'year',\n display: 'In the year',\n },\n]\n\nexport function RetirementMilestoneForm({ mode, onSubmit, defaultValues }: Props) {\n const { userAge, planStartYear, planEndYear } = usePlanContext()\n\n const {\n register,\n control,\n handleSubmit,\n watch,\n setValue,\n formState: { errors, isSubmitting, isValid },\n } = useForm({\n mode: 'onChange',\n shouldUnregister: true,\n defaultValues,\n })\n\n const [refMode, setRefMode] = useState(userAge ? refModes[0] : refModes[1])\n const [age, year] = watch(['age', 'year'])\n\n return (\n \n onSubmit({\n monthlySpending: data.monthlySpending,\n year:\n refMode.value === 'age'\n ? DateUtil.ageToYear(data.age!, userAge)\n : data.year!,\n })\n )}\n >\n I want to retire\n
    \n {\n if (refMode.value === 'age' && year) {\n setValue('age', DateUtil.yearToAge(year, userAge))\n }\n\n if (refMode.value === 'year' && age) {\n setValue('year', DateUtil.ageToYear(age, userAge))\n }\n\n setRefMode(refMode)\n }}\n className=\"w-1/2\"\n >\n {refMode.display}\n \n {refModes.map((m) => (\n \n {m.display}\n \n ))}\n \n \n\n {refMode.value === 'age' && (\n {\n if (!age) return true\n const year = DateUtil.ageToYear(age, userAge)\n return year >= planStartYear && year <= planEndYear\n },\n valueAsNumber: true,\n })}\n />\n )}\n\n {refMode.value === 'year' && (\n {\n if (!year) return true\n return year >= planStartYear && year <= planEndYear\n },\n valueAsNumber: true,\n })}\n />\n )}\n
    \n\n {mode === 'create' && (\n (\n per month\n }\n {...field}\n />\n )}\n />\n )}\n\n \n {upperFirst(mode)}\n \n \n )\n}\n" }, { "path": "libs/client/features/src/plans/RetirementPlanChart.tsx", "content": "import type { SharedType } from '@maybe-finance/shared'\nimport { PlanUtil } from '@maybe-finance/shared'\nimport { DateUtil, NumberUtil } from '@maybe-finance/shared'\nimport { TSeries } from '@maybe-finance/client/shared'\nimport { Group } from '@visx/group'\nimport { DateTime } from 'luxon'\nimport { useCallback, useMemo } from 'react'\nimport { usePlanContext } from './PlanContext'\nimport { getMilestoneIcon, getEventIcon } from './icon-utils'\nimport { FractionalCircle } from '@maybe-finance/design-system'\nimport classNames from 'classnames'\nimport take from 'lodash/take'\n\ntype Props = {\n isLoading: boolean\n isError: boolean\n dateRange: SharedType.DateRange // date range in years\n retirement: {\n milestone: SharedType.PlanProjectionMilestone\n projection: SharedType.PlanProjectionData\n } | null\n maxStackCount: number // determines the max number of icons for a single year (for chart padding)\n data?: SharedType.PlanProjectionResponse\n onAddEvent: (date: string) => void\n failsEarly: boolean\n mode: 'age' | 'year'\n}\n\nconst MAX_ICONS_PER_DATUM = 4\n\nexport function RetirementPlanChart({\n isLoading,\n isError,\n data,\n dateRange,\n retirement,\n onAddEvent,\n maxStackCount,\n failsEarly,\n mode,\n}: Props) {\n const { userAge } = usePlanContext()\n\n const getDatumIcons = useCallback<\n (date: string) => {\n events: SharedType.PlanProjectionData['values']['events']\n milestones: SharedType.PlanProjectionData['values']['milestones']\n } | null\n >(\n (date) => {\n const currentDatum = data?.projection.data.find((d) => d.date === date)\n\n if (!currentDatum) return null\n\n const events =\n currentDatum.values.events.filter((d) => {\n const eventStartYear =\n d.event.startYear ??\n PlanUtil.resolveMilestoneYear(data!.projection, d.event.startMilestoneId!)\n\n const eventEndYear =\n d.event.endYear ??\n PlanUtil.resolveMilestoneYear(data!.projection, d.event.endMilestoneId!)\n\n return (\n eventStartYear === currentDatum.values.year ||\n eventEndYear === currentDatum.values.year\n )\n }) ?? []\n\n const milestones = currentDatum?.values.milestones ?? []\n\n return {\n events,\n milestones,\n }\n },\n [data]\n )\n\n const colorAccessorFn = useCallback<\n TSeries.AccessorFn\n >(\n (datum) => {\n if (failsEarly) {\n return TSeries.tailwindScale('red')\n }\n\n if (!retirement) {\n return TSeries.tailwindScale('cyan')\n }\n\n const retirementIdx = data?.projection.data.findIndex(\n (d) => d.date === retirement.projection.date\n )\n const datumIdx = data?.projection.data.findIndex((d) => d.date === datum.date)\n\n if (!retirementIdx || !datumIdx || retirementIdx < 0 || datumIdx < 0) {\n return TSeries.tailwindScale('cyan')\n }\n\n return datumIdx <= retirementIdx\n ? TSeries.tailwindScale('cyan')\n : TSeries.tailwindScale('grape')\n },\n [data?.projection.data, retirement, failsEarly]\n )\n\n const chartData = useMemo(() => {\n function showDate(date: string) {\n const _date = DateTime.fromISO(date)\n const { start, end } = dateRange\n return _date >= start && _date <= end\n }\n\n const projection = data?.projection.data.filter((datum) => showDate(datum.date))\n\n if (!projection || !data?.simulations.length) return undefined\n\n const lowerProjection = data?.simulations[0]?.simulation.data.filter((datum) =>\n showDate(datum.date)\n )\n const upperProjection = data?.simulations[\n data.simulations.length - 1\n ]?.simulation.data.filter((datum) => showDate(datum.date))\n\n if (!upperProjection || !lowerProjection) return undefined\n\n return {\n projection: projection,\n upperProjection: upperProjection,\n lowerProjection: lowerProjection,\n }\n }, [data, dateRange])\n\n return (\n \n id=\"retirement-chart\"\n isLoading={isLoading}\n isError={isError || (!chartData && !isLoading)}\n dateRange={{\n start: dateRange.start.toISODate(),\n end: dateRange.end.toISODate(),\n }}\n margin={{ top: 20, right: 20 }}\n padding={{\n top:\n 0.125 *\n (maxStackCount > MAX_ICONS_PER_DATUM ? MAX_ICONS_PER_DATUM : maxStackCount),\n }} // 12.5% padding for each additional stacked icon, up to 4 total icons max\n interval={data?.projection.interval}\n series={[\n {\n key: 'portfolio',\n dataKey: 'projection',\n accessorFn: (d) => d.values.netWorth?.toNumber(),\n color: colorAccessorFn,\n },\n {\n key: 'portfolio-upper-range',\n dataKey: 'upperProjection',\n accessorFn: (d) => d.values.netWorth?.toNumber(),\n },\n {\n key: 'portfolio-lower-range',\n dataKey: 'lowerProjection',\n accessorFn: (d) => d.values.netWorth?.toNumber(),\n },\n ]}\n data={chartData}\n tooltipOptions={{\n referenceSeriesKey: 'portfolio',\n }}\n xAxis={\n \n mode === 'age'\n ? DateUtil.yearToAge(\n +DateTime.fromJSDate(d as Date, { zone: 'utc' }).toFormat('yyyy'),\n userAge\n ).toString()\n : DateTime.fromJSDate(d as Date, { zone: 'utc' }).toFormat('yyyy')\n }\n />\n }\n renderTooltip={(tooltipData) => {\n if (!tooltipData) return null\n\n const [main, upper, lower] = tooltipData.values\n const icons = getDatumIcons(tooltipData.date)\n\n const datumYear = +DateTime.fromISO(tooltipData.date, { zone: 'utc' }).toFormat(\n 'yyyy'\n )\n\n const successRate =\n tooltipData.series?.['portfolio'].originalDatum.values.successRate\n\n return (\n
    \n
    \n

    \n {datumYear}\n {` (age ${DateUtil.yearToAge(datumYear, userAge)})`}\n

    \n
    \n \n Projected net worth\n \n {NumberUtil.format(main, 'short-currency')}\n \n
    \n

    \n Range:{' '}\n {NumberUtil.format(lower, 'short-currency', {\n minimumFractionDigits: 0,\n maximumFractionDigits: 1,\n })}\n {' to '}\n {NumberUtil.format(upper, 'short-currency', {\n minimumFractionDigits: 0,\n maximumFractionDigits: 1,\n })}\n

    \n\n {successRate && (\n \n \n\n \n {NumberUtil.format(successRate, 'percent', {\n signDisplay: 'auto',\n })}{' '}\n survival rate\n \n
    \n )}\n
    \n {icons && icons.milestones.length > 0 && (\n
    \n {icons.milestones.map((milestone) => {\n const milestoneIcon = getMilestoneIcon(milestone)\n\n return (\n
    \n \n \n
    \n {milestoneIcon.label}\n
    \n )\n })}\n \n )}\n {icons && icons.events.length > 0 && chartData?.projection && (\n
    \n {icons.events.map((event) => {\n if (!data?.projection) return null\n\n const eventIcon = getEventIcon(\n event,\n data.projection,\n datumYear\n )\n\n return (\n \n \n \n
    \n {eventIcon.label}\n \n )\n })}\n \n )}\n \n )\n }}\n >\n {({ xScale, data: ctxData, tooltipOpen, tooltipData, y1Scale }) => {\n const upperData = Array.isArray(ctxData) ? ctxData : ctxData['upperProjection']\n\n return (\n <>\n {\n return (\n onAddEvent(tooltipData.date)}\n />\n )\n }}\n />\n\n {/* Event icons - for proper SVG stacking order, keep these as the last children of the chart */}\n \n {upperData.map((datum, idx) => {\n const icons = getDatumIcons(datum.date)\n\n // Place icon above the highest series value\n const upperValue = datum.values.netWorth?.toNumber()\n\n if (\n !upperValue ||\n !icons ||\n (!icons.events.length && !icons.milestones.length)\n )\n return null\n\n const isCurrent =\n tooltipOpen && tooltipData && tooltipData.date === datum.date\n\n // Stack each event on top of each other if multiple events per datum\n return (\n \n {icons.milestones.map((milestone, iconIdx) => {\n const milestoneIcon = getMilestoneIcon(milestone)\n\n return (\n \n )\n })}\n\n {take(\n icons.events,\n MAX_ICONS_PER_DATUM - icons.milestones.length\n ).map((event, iconIdx) => {\n if (!data?.projection) return null\n\n const eventIcon = getEventIcon(\n event,\n data.projection,\n datum.values.year\n )\n\n return (\n \n )\n })}\n \n )\n })}\n \n \n )\n }}\n \n )\n}\n" }, { "path": "libs/client/features/src/plans/icon-utils.ts", "content": "import { RiMoneyDollarBoxLine, RiMoneyDollarCircleLine } from 'react-icons/ri'\nimport { GiPalmTree } from 'react-icons/gi'\nimport type { SharedType } from '@maybe-finance/shared'\nimport { PlanUtil } from '@maybe-finance/shared'\nimport { TSeries } from '@maybe-finance/client/shared'\n\nexport function getEventIcon(\n { event }: SharedType.PlanProjectionEvent,\n projection: SharedType.PlanProjectionResponse['projection'],\n currentYear?: number\n) {\n const eventStartYear =\n event.startYear ?? PlanUtil.resolveMilestoneYear(projection, event.startMilestoneId!)\n const eventEndYear =\n event.endYear ?? PlanUtil.resolveMilestoneYear(projection, event.endMilestoneId!)\n\n const status =\n currentYear && eventStartYear === currentYear\n ? 'starting'\n : currentYear && eventEndYear === currentYear\n ? 'ending'\n : 'active'\n\n const color = event.initialValue.isNegative() ? 'red' : 'cyan'\n\n return {\n icon: RiMoneyDollarBoxLine,\n color: TSeries.tailwindScale(color),\n bgColor: TSeries.tailwindBgScale(color),\n label:\n status === 'starting'\n ? `Start of ${event.name}`\n : status === 'ending'\n ? `End of ${event.name}`\n : event.name,\n }\n}\n\nexport function getMilestoneIcon(milestone: SharedType.PlanMilestone) {\n if (milestone.category === PlanUtil.PlanMilestoneCategory.Retirement) {\n return {\n icon: GiPalmTree,\n color: TSeries.tailwindScale('cyan'),\n bgColor: TSeries.tailwindBgScale('cyan'),\n label: milestone.name,\n }\n }\n\n return {\n icon: RiMoneyDollarCircleLine,\n color: TSeries.tailwindScale('cyan'),\n bgColor: TSeries.tailwindBgScale('cyan'),\n label: milestone.name,\n }\n}\n" }, { "path": "libs/client/features/src/plans/index.ts", "content": "export * from './NewPlanForm'\nexport * from './PlanContext'\nexport * from './PlanEventList'\nexport * from './PlanEventPopout'\nexport * from './PlanParameterCard'\nexport * from './PlanRangeInput'\nexport * from './PlanRangeSelector'\nexport * from './RetirementPlanChart'\nexport * from './PlanMenu'\nexport * from './PlanMilestones'\nexport * from './AddPlanScenario'\nexport * from './RetirementMilestoneForm'\nexport * from './PlanEventForm'\n" }, { "path": "libs/client/features/src/transactions-list/ExcludeTransactionDialog.tsx", "content": "import { useTransactionApi } from '@maybe-finance/client/shared'\nimport { Button, Dialog } from '@maybe-finance/design-system'\nimport type { SharedType } from '@maybe-finance/shared'\n\nexport interface ExcludeTransactionDialogProps {\n transaction: SharedType.AccountTransaction\n excluding: boolean\n isOpen: boolean\n onClose: (excluded: boolean) => void\n}\n\nexport function ExcludeTransactionDialog({\n transaction,\n excluding,\n isOpen,\n onClose,\n}: ExcludeTransactionDialogProps) {\n const { useUpdateTransaction } = useTransactionApi()\n\n const updateTransaction = useUpdateTransaction()\n\n return (\n onClose(transaction.excluded)}\n showCloseButton={false}\n >\n {excluding ? 'Exclude from' : 'Include in'} insights\n \n

    \n {excluding ? (\n <>\n Excluding this transaction will prevent it from impacting your income,\n expense, and debt insights.\n \n ) : (\n <>\n Including this transaction will allow it to impact your income, expense,\n and debt insights.\n \n )}\n

    \n
    \n \n {\n await updateTransaction.mutateAsync({\n id: transaction.id,\n data: { excluded: excluding },\n })\n onClose(excluding)\n }}\n >\n {excluding ? 'Exclude' : 'Include'}\n \n
    \n     \n \n )\n}\n" }, { "path": "libs/client/features/src/transactions-list/TransactionList.tsx", "content": "import { useMemo } from 'react'\nimport { LoadingSpinner } from '@maybe-finance/design-system'\nimport { DateTime } from 'luxon'\nimport { useAccountApi, useUserAccountContext, InfiniteScroll } from '@maybe-finance/client/shared'\nimport groupBy from 'lodash/groupBy'\nimport { TransactionListItem } from './TransactionListItem'\n\nexport function TransactionList({ accountId }: { accountId: number }) {\n const { isReady } = useUserAccountContext()\n\n const { useAccountTransactions } = useAccountApi()\n\n const accountTransactionsQuery = useAccountTransactions(\n { id: accountId },\n { enabled: !!accountId && isReady }\n )\n\n const groupedTransactions = useMemo(() => {\n if (!accountTransactionsQuery.data?.pages) return {}\n\n // Flatten, normalize, and group transactions by date\n const transactions = accountTransactionsQuery.data.pages\n .flatMap((page) => page.transactions)\n .map((txn) => ({\n ...txn,\n dateFormatted: DateTime.fromJSDate(txn.date, { zone: 'utc' }).toFormat(\n 'MMM d yyyy'\n ),\n // Flip amount values to be more user-friendly (positive inflow, negative outflow)\n amount: txn.amount.negated(),\n }))\n\n return groupBy(transactions, (t) => t.dateFormatted)\n }, [accountTransactionsQuery.data])\n\n return (\n
    \n {accountTransactionsQuery?.data &&\n (Object.keys(groupedTransactions).length ? (\n document.getElementById('mainScrollArea')}\n useWindow={false}\n initialLoad={false}\n loadMore={() => accountTransactionsQuery.fetchNextPage()}\n hasMore={accountTransactionsQuery.hasNextPage}\n >\n
    \n {[...Object.keys(groupedTransactions)].map((group) => (\n
    \n
    {group}
    \n
      \n {groupedTransactions[group].map((transaction) => (\n \n ))}\n
    \n
    \n ))}\n
    \n \n ) : (\n
    \n No transactions found for the selected date range\n
    \n ))}\n {}\n {(accountTransactionsQuery.isLoading ||\n accountTransactionsQuery.isFetchingNextPage) && (\n
    \n \n
    \n )}\n
    \n )\n}\n" }, { "path": "libs/client/features/src/transactions-list/TransactionListItem.tsx", "content": "import { useState } from 'react'\nimport Image from 'next/legacy/image'\nimport {\n RiAddLine as PlusIcon,\n RiEyeLine,\n RiEyeOffLine,\n RiMore2Fill,\n RiPencilLine,\n RiSubtractLine as MinusIcon,\n RiTimeLine as PendingIcon,\n} from 'react-icons/ri'\nimport { NumberUtil, TransactionUtil } from '@maybe-finance/shared'\nimport { BrowserUtil, useTransactionApi } from '@maybe-finance/client/shared'\nimport type { SharedType } from '@maybe-finance/shared'\nimport { Button, DialogV2, Listbox, Menu } from '@maybe-finance/design-system'\nimport classNames from 'classnames'\nimport { type InfiniteData, useQueryClient } from '@tanstack/react-query'\nimport toast from 'react-hot-toast'\nimport { Controller, useForm } from 'react-hook-form'\nimport type { TransactionType } from '@prisma/client'\n\nconst types = {\n INCOME: 'Income',\n EXPENSE: 'Expense',\n TRANSFER: 'Transfer',\n PAYMENT: 'Debt payment',\n}\n\nexport function TransactionListItem({\n transaction,\n}: {\n transaction: SharedType.AccountTransactionResponse['transactions'][0]\n}) {\n const queryClient = useQueryClient()\n const { useUpdateTransaction } = useTransactionApi()\n const [editTxn, setEditTxn] = useState(false)\n\n // Optimistically updates transaction, see https://github.com/TanStack/query/discussions/848#discussioncomment-473919\n const updateTxn = useUpdateTransaction({\n async onMutate(updatedTxnData) {\n const queryKey = ['accounts', transaction.accountId, 'transactions']\n await queryClient.cancelQueries({ queryKey })\n const previousTxns = queryClient.getQueryData(queryKey)\n\n // Finds transaction in pages and optimistically updates\n queryClient.setQueryData>(\n queryKey,\n (data) => {\n if (data) {\n return {\n ...data,\n pages: data.pages.map((page) => ({\n ...page,\n transactions: page.transactions.map((txn) => {\n return txn.id === transaction.id\n ? {\n ...txn,\n ...updatedTxnData.data,\n type: updatedTxnData.data.typeUser\n ? updatedTxnData.data.typeUser\n : txn.type,\n category: updatedTxnData.data.categoryUser\n ? updatedTxnData.data.categoryUser\n : txn.category,\n }\n : txn\n }),\n })),\n }\n }\n\n return data\n }\n )\n\n return { previousTxns }\n },\n onSettled() {\n queryClient.invalidateQueries(['users', 'insights'])\n setEditTxn(false)\n },\n onSuccess() {\n toast.success('Transaction updated!')\n },\n onError(err, newTxn, context) {\n toast.error('Transaction failed to update.')\n queryClient.setQueryData(\n ['accounts', transaction.accountId, 'transactions'],\n (context as any).previousTxns\n )\n },\n })\n\n const { control, handleSubmit } = useForm({\n defaultValues: {\n categoryUser: transaction.category,\n typeUser: transaction.type,\n },\n })\n\n const isPositive = transaction.amount.isPositive()\n\n const subtext = [\n transaction.pending && 'Pending',\n transaction.excluded && 'Excluded from insights',\n ].filter((t) => typeof t === 'string')\n\n return (\n
  • \n
    \n
    \n {transaction.category !== 'TRANSFER' ? (\n
    \n {\n // Fail gracefully and hide image\n currentTarget.onerror = null\n currentTarget.style.display = 'none'\n }}\n />\n {transaction.excluded && (\n
    \n \n
    \n )}\n
    \n ) : (\n \n {isPositive ? (\n \n ) : (\n \n )}\n
    \n )}\n {transaction.pending && (\n
    \n \n
    \n )}\n
    \n
    \n
    \n {transaction.merchantName || transaction.name}\n
    \n
    \n {subtext.length > 0 && {subtext.join(' • ')}}\n
    \n
    \n \n
    \n
    \n
    \n {types[transaction.type]}{' '}\n /\n {transaction.category}\n
    \n
    \n {\n updateTxn.mutate({\n id: transaction.id,\n data: { typeUser: type },\n })\n }}\n >\n \n
    \n
    \n {types[transaction.type]}\n
    \n \n \n {Object.keys(types).map((type) => (\n \n {types[type as TransactionType]}\n \n ))}\n \n \n\n {\n updateTxn.mutate({\n id: transaction.id,\n data: { categoryUser: category },\n })\n }}\n >\n {transaction.category}\n \n {TransactionUtil.CATEGORIES.map((category) => (\n \n {category}\n \n ))}\n \n \n \n \n {NumberUtil.format(transaction.amount, 'currency')}\n \n
    \n \n \n \n \n \n : }\n onClick={() =>\n updateTxn.mutate({\n id: transaction.id,\n data: { excluded: !transaction.excluded },\n })\n }\n >\n {transaction.excluded\n ? 'Include in insights'\n : 'Exclude from insights'}\n \n\n }\n onClick={() => setEditTxn(true)}\n className=\"xl:hidden\"\n >\n Edit Transaction\n \n setEditTxn(false)}\n >\n {\n updateTxn.mutate({\n id: transaction.id,\n data: {\n typeUser,\n categoryUser,\n },\n })\n })}\n >\n (\n \n \n {types[field.value]}\n \n \n {Object.keys(types).map((type) => (\n \n {types[type as TransactionType]}\n \n ))}\n \n \n )}\n />\n\n (\n \n \n {field.value}\n \n \n {TransactionUtil.CATEGORIES.map((category) => (\n \n {category}\n \n ))}\n \n \n )}\n />\n\n \n \n \n \n \n
    \n \n
    • \n )\n}\n" }, { "path": "libs/client/features/src/transactions-list/index.ts", "content": "export * from './TransactionList'\n" }, { "path": "libs/client/features/src/user-billing/BillingPreferences.tsx", "content": "import { useUserApi } from '@maybe-finance/client/shared'\nimport { Button, LoadingSpinner } from '@maybe-finance/design-system'\nimport { useState } from 'react'\nimport { RiExternalLinkLine } from 'react-icons/ri'\nimport { AiOutlineLoading3Quarters as LoadingIcon } from 'react-icons/ai'\nimport { UpgradeTakeover } from '.'\n\nexport function BillingPreferences() {\n const { useSubscription, useCreateCustomerPortalSession } = useUserApi()\n\n const { data, isLoading, isError } = useSubscription()\n const createCustomerPortalSession = useCreateCustomerPortalSession()\n\n const [takeoverOpen, setTakeoverOpen] = useState(false)\n\n if (isError) {\n return

    Failed to load billing information.

    \n }\n\n return (\n <>\n
    \n

    Billing

    \n {isLoading || !data ? (\n
    \n \n
    \n ) : (\n
    \n
    \n
    \n {data.trialing ? (\n

    \n Your free trial will end on{' '}\n \n {data.trialEnd?.toFormat('MMMM d, yyyy')}\n \n

    \n ) : data.subscribed ? (\n

    \n Your current plan will {data.canceled ? 'end' : 'renew'} on{' '}\n \n {data.currentPeriodEnd?.toFormat('MMMM d, yyyy')}\n \n

    \n ) : (\n

    You’re not currently subscribed to Maybe.

    \n )}\n
    \n
    \n {data.subscribed && !data.trialing ? (\n \n createCustomerPortalSession\n .mutateAsync('monthly')\n .then(({ url }) => (window.location.href = url))\n }\n >\n Manage\n {createCustomerPortalSession.isLoading ||\n createCustomerPortalSession.isSuccess ? (\n \n ) : (\n \n )}\n \n ) : (\n \n )}\n
    \n
    \n
    \n You’ll be redirected to Stripe to manage billing.\n
    \n
    \n )}\n
    \n {process.env.STRIPE_API_KEY && (\n setTakeoverOpen(false)} />\n )}\n \n )\n}\n" }, { "path": "libs/client/features/src/user-billing/PlanSelector.tsx", "content": "import classNames from 'classnames'\n\nexport type PlanSelectorProps = {\n selected: 'monthly' | 'yearly'\n onChange: (selected: 'monthly' | 'yearly') => void\n className?: string\n}\n\nexport function PlanSelector({ selected, onChange, className }: PlanSelectorProps) {\n return (\n \n onChange('yearly')}\n />\n onChange('monthly')}\n />\n \n )\n}\n\nfunction PlanOption({\n name,\n bonus,\n price,\n period,\n subtext,\n onClick,\n active,\n}: {\n name: string\n bonus?: string\n price: string\n period: string\n subtext: string\n onClick: () => void\n active: boolean\n}) {\n return (\n \n
    \n
    {name}
    \n {bonus && (\n \n {bonus}\n
    \n )}\n \n
    \n {price}/{period}\n
    \n
    {subtext}
    \n \n )\n}\n" }, { "path": "libs/client/features/src/user-billing/PremiumIcon.tsx", "content": "import classNames from 'classnames'\n\nconst sizes = Object.freeze({\n md: {\n glow: 'blur-[6px]',\n outer: 'w-8 h-8',\n },\n xl: {\n glow: 'blur-[15px]',\n outer: 'w-20 h-20',\n },\n})\n\ntype PremiumIconProps = React.HTMLAttributes & {\n size: keyof typeof sizes\n tilt?: boolean\n glow?: boolean\n}\n\nexport function PremiumIcon({\n size,\n tilt = true,\n glow = true,\n className,\n ...rest\n}: PremiumIconProps) {\n return (\n \n {glow && (\n \n )}\n \n \n )\n}\n" }, { "path": "libs/client/features/src/user-billing/SubscriberGuard.tsx", "content": "import { signOut } from 'next-auth/react'\nimport { MainContentOverlay, useUserApi } from '@maybe-finance/client/shared'\nimport { LoadingSpinner } from '@maybe-finance/design-system'\nimport type { SharedType } from '@maybe-finance/shared'\nimport { useRouter } from 'next/router'\nimport type { PropsWithChildren } from 'react'\n\nfunction shouldRedirect(path: string, data?: SharedType.UserSubscription) {\n if (!data || data?.subscribed) return false\n\n // Redirect to upgrade for all paths except /accounts, /onboarding, /upgrade, and /settings\n if (\n !['/accounts', '/upgrade'].includes(path) &&\n !path.startsWith('/settings') &&\n !path.startsWith('/onboarding')\n ) {\n return true\n }\n\n return false\n}\n\nexport function SubscriberGuard({ children }: PropsWithChildren) {\n const router = useRouter()\n const { useSubscription } = useUserApi()\n const subscription = useSubscription()\n\n if (subscription.isError) {\n return (\n signOut()}\n >\n

    Contact us if this issue persists.

    \n \n )\n }\n\n if (subscription.isLoading || shouldRedirect(router.asPath, subscription.data)) {\n return (\n
    \n \n
    \n )\n }\n\n // eslint-disable-next-line react/jsx-no-useless-fragment\n return <>{children}\n}\n" }, { "path": "libs/client/features/src/user-billing/UpgradePrompt.tsx", "content": "import { useRef, useState } from 'react'\nimport type { MouseEvent, CSSProperties } from 'react'\nimport { useUserApi } from '@maybe-finance/client/shared'\nimport { Button } from '@maybe-finance/design-system'\nimport { PremiumIcon } from './PremiumIcon'\nimport { animate, motion, useMotionValue } from 'framer-motion'\nimport { UpgradeTakeover } from './UpgradeTakeover'\n\nexport function UpgradePrompt() {\n const { useSubscription } = useUserApi()\n\n const { data, isSuccess } = useSubscription()\n\n const container = useRef(null)\n const mouseX = useMotionValue(0.5)\n const mouseY = useMotionValue(0.5)\n\n const mouseMove = (e: MouseEvent) => {\n if (!container.current) return\n\n const rect = container.current.getBoundingClientRect()\n animate(mouseX, (e.clientX - rect.left) / rect.width)\n animate(mouseY, (e.clientY - rect.top) / rect.height)\n }\n\n const [takeoverOpen, setTakeoverOpen] = useState(false)\n\n const trialDaysLeft = Math.ceil(data?.trialEnd?.diffNow('days').days ?? 0)\n\n return isSuccess && (!data?.subscribed || data.trialing) ? (\n <>\n \n \n
    \n \n
    \n {data.trialing ? (\n <>\n {trialDaysLeft} day{trialDaysLeft !== 1 ? 's' : ''} left in your\n free trial\n \n ) : (\n <>Subscribe to continue using Maybe\n )}\n
    \n
    \n
    \n setTakeoverOpen(true)}\n variant=\"secondary\"\n className=\"!py-1 !px-3\"\n data-testid=\"upgrade-prompt-upgrade-button\"\n >\n Subscribe\n \n
    \n \n \n setTakeoverOpen(false)} />\n \n ) : null\n}\n" }, { "path": "libs/client/features/src/user-billing/UpgradeTakeover.tsx", "content": "import type { IconType } from 'react-icons'\nimport { Fragment, useRef, useState } from 'react'\nimport { Button, Takeover } from '@maybe-finance/design-system'\nimport { PlanSelector, PremiumIcon } from '.'\nimport { Transition } from '@headlessui/react'\nimport {\n RiArrowUpLine,\n RiBankLine,\n RiCloseFill,\n RiFlagLine,\n RiLineChartLine,\n RiLinksLine,\n RiWechatLine,\n} from 'react-icons/ri'\nimport { AiOutlineLoading3Quarters as LoadingIcon } from 'react-icons/ai'\nimport { TakeoverBackground, useUserApi } from '@maybe-finance/client/shared'\nimport upperFirst from 'lodash/upperFirst'\nimport { FeaturesGlow, SideGrid } from './graphics'\n\ntype UpgradeTakeoverProps = {\n open: boolean\n onClose: () => void\n}\n\nexport function UpgradeTakeover({ open, onClose }: UpgradeTakeoverProps) {\n const scrollContainerRef = useRef(null)\n\n const { useProfile, useCreateCheckoutSession } = useUserApi()\n const profileQuery = useProfile()\n const user = profileQuery.data\n\n const createCheckoutSession = useCreateCheckoutSession()\n\n const [selectedPlan, setSelectedPlan] = useState<'monthly' | 'yearly'>('yearly')\n\n return (\n \n
    \n \n \n
    \n\n
    \n \n
    \n\n \n
    \n \n\n

    \n Take control of your financial future\n

    \n\n \n \n

    Choose annual or monthly billing to start

    \n\n \n\n \n createCheckoutSession\n .mutateAsync(selectedPlan)\n .then(({ url }) => (window.location.href = url))\n }\n disabled={createCheckoutSession.isLoading}\n data-testid=\"upgrade-takeover-upgrade-button\"\n >\n {createCheckoutSession.isLoading && (\n \n )}\n Subscribe to Maybe\n \n

    \n In the next step you’ll be asked to enter your payment\n details.\n

    \n
    \n \n\n
    \n
    \n \n \n
    \n\n

    What’s included

    \n\n
    \n {(\n [\n [RiLinksLine, 'Net worth tracking'],\n [RiBankLine, 'Personal finance insights'],\n [RiLineChartLine, 'Investment planning & insights'],\n [RiFlagLine, 'Retirement planning & milestone simulation'],\n [RiWechatLine, 'Priority customer support'],\n ] as [IconType, string][]\n ).map(([Icon, description]) => (\n
    \n \n
    \n \n
    \n
    \n

    {description}

    \n
    \n ))}\n
    \n \n\n
    \n

    A message from the Maybe team

    \n
    \n
    \n

    \n Hey {user?.firstName},\n
    \n
    \n Thanks for considering Maybe.\n
    \n
    \n If the financial world is known for anything, it’s for\n being opaque.\n
    \n
    \n Set it and forget it strategies, % of your assets & returns,\n management fees, cold calls and upsells for products you never\n needed.\n
    \n
    \n With this subscription you're paying for control of your\n finances.\n

    \n
    \n
    \n

    \n You deserve to know what your money is doing, why it's doing it\n and how to change it. You deserve to be equipped with the tools\n to live the life you want now and not decades down the road.\n
    \n
    \n This is our goal with Maybe. We make the tools, you make the\n rules.\n
    \n
    \n Thanks again,\n
    \n Josh, Travis\n

    \n
    \n {['josh', 'travis'].map((name) => (\n \n ))}\n
    \n
    \n
    \n
    \n\n
    \n \n scrollContainerRef?.current?.scrollTo({\n top: 0,\n behavior: 'smooth',\n })\n }\n >\n \n \n
    \n \n \n     \n )\n}\n" }, { "path": "libs/client/features/src/user-billing/graphics/FeaturesGlow.tsx", "content": "export function FeaturesGlow({ className }: { className: string }) {\n return (\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n )\n}\n" }, { "path": "libs/client/features/src/user-billing/graphics/SideGrid.tsx", "content": "export function SideGrid({ className }: { className: string }) {\n return (\n \n \n \n \n \n \n \n \n \n )\n}\n" }, { "path": "libs/client/features/src/user-billing/graphics/index.ts", "content": "export * from './FeaturesGlow'\nexport * from './SideGrid'\n" }, { "path": "libs/client/features/src/user-billing/index.ts", "content": "export * from './BillingPreferences'\nexport * from './PlanSelector'\nexport * from './PremiumIcon'\nexport * from './UpgradePrompt'\nexport * from './UpgradeTakeover'\nexport * from './SubscriberGuard'\n" }, { "path": "libs/client/features/src/user-details/DeleteUserButton.tsx", "content": "import { Alert, Button } from '@maybe-finance/design-system'\nimport { useState } from 'react'\nimport { useUserApi } from '@maybe-finance/client/shared'\nimport { DeleteUserModal } from './DeleteUserModal'\n\nexport function DeleteUserButton({ onDelete }: { onDelete: () => void }) {\n const { useDelete } = useUserApi()\n\n const deleteUser = useDelete({\n onSuccess() {\n if (onDelete) onDelete()\n },\n onError(err) {\n console.error('Failed to delete user', err)\n },\n })\n\n const [isOpen, setIsOpen] = useState(false)\n\n return (\n <>\n setIsOpen(true)}\n disabled={deleteUser.isLoading}\n >\n {deleteUser.isLoading\n ? 'Deleting Maybe Account...'\n : deleteUser.isSuccess\n ? 'Account Deleted'\n : 'Delete Maybe Account'}\n \n \n We ran into issues deleting your account. Please contact us for assistance.\n \n setIsOpen(false)}\n onConfirm={() => {\n setIsOpen(false)\n deleteUser.mutate({})\n }}\n />\n \n )\n}\n" }, { "path": "libs/client/features/src/user-details/DeleteUserModal.tsx", "content": "import { useEffect, useRef, useState } from 'react'\nimport { Alert, Button, Dialog } from '@maybe-finance/design-system'\n\nconst COUNT_DOWN_SECONDS = 3\n\nexport interface DeleteUserModalProps {\n isOpen: boolean\n onClose: () => void\n onConfirm: () => void\n}\n\nconst Emphasized = ({ children }: { children: React.ReactNode }) => (\n {children}\n)\n\nexport function DeleteUserModal({ isOpen, onClose, onConfirm }: DeleteUserModalProps) {\n const cancelButton = useRef(null)\n const [countDown, setCountDown] = useState(COUNT_DOWN_SECONDS)\n const countDownIntervalId = useRef(null)\n\n // Reset count down when modal is opened\n useEffect(() => {\n if (isOpen === true) {\n setCountDown(COUNT_DOWN_SECONDS)\n if (countDownIntervalId.current != null)\n window.clearInterval(countDownIntervalId.current)\n countDownIntervalId.current = window.setInterval(\n () => setCountDown((countDown) => countDown - 1),\n 1000\n )\n }\n }, [isOpen])\n\n return (\n \n Delete Maybe Account\n \n \n This action cannot be undone\n \n

    \n Are you sure you want to delete your Maybe account? All{' '}\n accounts, balances, and{' '}\n other data will be deleted{' '}\n permanently.\n

    \n     \n \n \n \n \n     \n )\n}\n" }, { "path": "libs/client/features/src/user-details/UserDetails.tsx", "content": "import { useState } from 'react'\nimport { Controller, useForm } from 'react-hook-form'\nimport { signOut } from 'next-auth/react'\nimport classNames from 'classnames'\nimport { AiOutlineLoading3Quarters as LoadingIcon } from 'react-icons/ai'\nimport {\n RiAnticlockwise2Line,\n RiArrowGoBackFill,\n RiDownloadLine,\n RiShareForwardLine,\n} from 'react-icons/ri'\nimport {\n Button,\n DatePicker,\n FractionalCircle,\n Input,\n LoadingPlaceholder,\n Tooltip,\n} from '@maybe-finance/design-system'\nimport {\n BrowserUtil,\n MaybeCard,\n MaybeCardShareModal,\n useUserApi,\n} from '@maybe-finance/client/shared'\nimport { DateUtil, UserUtil } from '@maybe-finance/shared'\nimport { DeleteUserButton } from './DeleteUserButton'\nimport { DateTime } from 'luxon'\n\nexport function UserDetails() {\n const { useProfile, useUpdateProfile } = useUserApi()\n\n const updateProfileQuery = useUpdateProfile()\n\n const profileQuery = useProfile()\n const profile = profileQuery.data\n\n if (profileQuery.error) {\n return

    Something went wrong loading your profile...

    \n }\n\n return (\n
    \n
    \n

    Profile

    \n \n {profile && (\n {\n updateProfileQuery.mutate(data)\n }}\n isSubmitting={updateProfileQuery.isLoading}\n />\n )}\n \n
    \n\n
    \n

    Account

    \n \n
    \n

    Email address

    \n
    \n \n \n
    \n     \n
    \n\n
    \n \n
    \n\n
    \n

    Danger Zone

    \n

    \n Deleting your account is a permanent action. If you delete your account, you\n will no longer be able to sign and all data will be deleted.\n

    \n signOut()} />\n
    \n
    \n )\n}\n\ntype ProfileFields = {\n firstName: string\n lastName: string\n dob: string\n}\n\ntype ProfileFormProps = {\n defaultValues: ProfileFields\n onSubmit(data: ProfileFields): void\n isSubmitting: boolean\n}\n\nfunction ProfileForm({ defaultValues, onSubmit, isSubmitting }: ProfileFormProps) {\n const { register, control, handleSubmit, formState } = useForm({\n mode: 'onChange',\n defaultValues,\n })\n\n return (\n
    \n \n \n \n BrowserUtil.validateFormDate(d, {\n minDate: DateTime.now().minus({ years: 100 }).toISODate(),\n required: true,\n }),\n }}\n render={({ field, fieldState: { error } }) => {\n return (\n \n )\n }}\n />\n \n \n )\n}\n\nfunction MaybeCardSection() {\n const { useMemberCardDetails, useUpdateProfile } = useUserApi()\n\n const {\n register,\n handleSubmit,\n formState: { isSubmitting, isValid },\n watch,\n setValue,\n } = useForm<{\n title?: string\n maybe?: string\n }>({\n mode: 'onChange',\n })\n\n const title = watch('title')\n const maybe = watch('maybe')\n\n const updateProfile = useUpdateProfile({ onSuccess: undefined })\n\n const { data, isLoading } = useMemberCardDetails(undefined, {\n onSuccess: (data) => {\n if (!title)\n setValue('title', data.title ?? UserUtil.randomUserTitle(), {\n shouldValidate: true,\n })\n if (!maybe)\n setValue('maybe', data.maybe ?? '', {\n shouldValidate: true,\n })\n },\n })\n\n const [isCardFlipped, setIsCardFlipped] = useState(false)\n const [isShareModalOpen, setIsShareModalOpen] = useState(false)\n\n return (\n updateProfile.mutate(data))}\n >\n

    Maybe Card

    \n
    \n \n setIsShareModalOpen(false)}\n cardUrl={data?.cardUrl ?? ''}\n card={{ details: data }}\n />\n
    \n
    \n \n
    \n {\n // Make sure title is persisted for sharing\n updateProfile.mutateAsync({ title })\n\n setIsShareModalOpen(true)\n }}\n >\n \n \n
    \n     \n \n
    \n \n \n \n
    \n     \n \n
    \n \n setValue('title', UserUtil.randomUserTitle(title), {\n shouldValidate: true,\n })\n }\n >\n \n \n
    \n     \n \n
    \n setIsCardFlipped((flipped) => !flipped)}\n >\n \n \n
    \n     \n
    \n\n
    \n \n
    \n \n {updateProfile.isLoading && (\n \n )}\n {updateProfile.isLoading ? 'Saving...' : 'Save changes'}\n \n \n )\n}\n" }, { "path": "libs/client/features/src/user-details/UserDevTools.tsx", "content": "import { Checkbox } from '@maybe-finance/design-system'\nimport { DateUtil, type SharedType } from '@maybe-finance/shared'\n\ntype UserDevToolsProps = {\n isAdmin: boolean\n setIsAdmin: (isAdmin: boolean) => void\n isOnboarded: boolean\n setIsOnboarded: (isOnboarded: boolean) => void\n}\n\nexport function UserDevTools({\n isAdmin,\n setIsAdmin,\n isOnboarded,\n setIsOnboarded,\n}: UserDevToolsProps) {\n return process.env.NODE_ENV === 'development' ? (\n
    \n
    \n Dev Tools \n
    \n

    \n This section will NOT show in production and is solely for making testing easier.\n

    \n\n
    \n \n \n
    \n
    \n ) : null\n}\n\ninterface OnboardingType {\n flow: SharedType.OnboardingFlow\n updates: { key: string; markedComplete: boolean }[]\n markedComplete?: boolean\n}\n\nexport const completedOnboarding: OnboardingType = {\n flow: 'main',\n updates: [\n {\n key: 'intro',\n markedComplete: true,\n },\n {\n key: 'profile',\n markedComplete: true,\n },\n {\n key: 'firstAccount',\n markedComplete: true,\n },\n {\n key: 'accountSelection',\n markedComplete: true,\n },\n {\n key: 'maybe',\n markedComplete: true,\n },\n {\n key: 'welcome',\n markedComplete: true,\n },\n ],\n}\n\nexport const onboardedProfile: SharedType.UpdateUser = {\n dob: DateUtil.dateTransform(new Date('2000-01-01')),\n household: 'single',\n country: 'US',\n}\n" }, { "path": "libs/client/features/src/user-details/index.ts", "content": "export * from './UserDetails'\nexport * from './UserDevTools'\n" }, { "path": "libs/client/features/src/user-security/PasswordReset.tsx", "content": "import { useUserApi } from '@maybe-finance/client/shared'\nimport { Button, InputPassword } from '@maybe-finance/design-system'\nimport { AiOutlineLoading3Quarters as LoadingIcon } from 'react-icons/ai'\nimport { useState } from 'react'\n\nexport function PasswordReset() {\n const [currentPassword, setCurrentPassword] = useState('')\n const [newPassword, setNewPassword] = useState('')\n const [isValid, setIsValid] = useState(false)\n\n const { useChangePassword } = useUserApi()\n\n const changePassword = useChangePassword()\n const onSubmit = async (event: any) => {\n event.preventDefault()\n\n setCurrentPassword('')\n setNewPassword('')\n\n changePassword.mutate({ currentPassword, newPassword })\n }\n\n return (\n
    \n ) =>\n setCurrentPassword(e.target.value)\n }\n />\n\n {\n const passwordValid = checks.filter((c) => !c.isValid).length === 0\n setIsValid(passwordValid)\n }}\n onChange={(e: React.ChangeEvent) =>\n setNewPassword(e.target.value)\n }\n />\n\n \n {changePassword.isLoading ? (\n \n ) : null}\n {changePassword.isLoading ? 'Saving...' : 'Save changes'}\n \n \n )\n}\n" }, { "path": "libs/client/features/src/user-security/SecurityPreferences.tsx", "content": "import { useUserApi } from '@maybe-finance/client/shared'\nimport { Button, LoadingSpinner } from '@maybe-finance/design-system'\nimport { PasswordReset } from './PasswordReset'\n\nexport function SecurityPreferences() {\n return (\n <>\n

    Password

    \n \n \n )\n}\n" }, { "path": "libs/client/features/src/user-security/index.ts", "content": "export * from './SecurityPreferences'\n" }, { "path": "libs/client/features/src/valuations-list/PerformanceMetric.tsx", "content": "import type { SharedType } from '@maybe-finance/shared'\nimport { TrendBadge } from '@maybe-finance/client/shared'\nimport { NumberUtil } from '@maybe-finance/shared'\n\nexport function PerformanceMetric({\n trend,\n isInitial = false,\n negative = false,\n}: {\n trend: SharedType.Trend\n isInitial?: boolean\n negative?: boolean\n}) {\n if (trend.direction === 'flat') {\n return (\n
    \n {isInitial ? '--' : 'No change'}\n
    \n )\n }\n\n return (\n
    \n

    \n {NumberUtil.format(trend.amount, 'currency')}\n

    \n \n
    \n )\n}\n" }, { "path": "libs/client/features/src/valuations-list/ValuationList.tsx", "content": "import type { ValuationRowData } from './types'\nimport type { SharedType } from '@maybe-finance/shared'\n\nimport { useValuationApi, useUserAccountContext } from '@maybe-finance/client/shared'\nimport { Button } from '@maybe-finance/design-system'\nimport Decimal from 'decimal.js'\nimport sortBy from 'lodash/sortBy'\nimport { DateTime } from 'luxon'\nimport { useMemo, useState } from 'react'\nimport { ValuationsTable } from './ValuationsTable'\n\ninterface ValuationListProps {\n accountId: number\n negative?: boolean\n}\n\nexport function ValuationList({ accountId, negative = false }: ValuationListProps) {\n const { isReady, accountSyncing } = useUserAccountContext()\n\n const { useAccountValuations } = useValuationApi()\n\n const [rowEditingIndex, setRowEditingIndex] = useState(undefined)\n const [isAdding, setIsAdding] = useState(false)\n\n const accountValuationsQuery = useAccountValuations(\n { id: accountId },\n { enabled: !!accountId && isReady }\n )\n\n const data = useMemo(() => {\n if (!accountValuationsQuery.isSuccess) return []\n\n const mapValuation = (\n valuation: SharedType.AccountValuationsResponse['valuations'][0],\n isFirst: boolean\n ): ValuationRowData => ({\n accountId: valuation.accountId,\n valuationId: valuation.id,\n date: DateTime.fromJSDate(valuation.date, { zone: 'utc' }),\n type: isFirst ? 'initial' : 'manual',\n amount: valuation.amount,\n period: valuation.trend\n ? valuation.trend.period\n : { direction: 'flat', amount: new Decimal(0), percentage: new Decimal(0) },\n total: valuation.trend\n ? valuation.trend.total\n : { direction: 'flat', amount: new Decimal(0), percentage: new Decimal(0) },\n })\n\n // If there is only 1 valuation, no trends should be shown\n if (accountValuationsQuery.data.valuations.length === 1 && !isAdding) {\n const valuation = accountValuationsQuery.data.valuations[0]\n\n return [mapValuation(valuation, true)]\n }\n\n const normalizedTrends: ValuationRowData[] = accountValuationsQuery.data.trends.map(\n (trend) => ({\n date: DateTime.fromISO(trend.date),\n type: 'trend',\n amount: trend.amount,\n period: trend.period,\n total: trend.total,\n })\n )\n\n const normalizedValuations: ValuationRowData[] = accountValuationsQuery.data.valuations.map(\n (valuation, index) => mapValuation(valuation, index === 0)\n )\n\n // Combines and sorts the trends and valuations by date, descending\n const combinedValuations = sortBy([...normalizedTrends, ...normalizedValuations], (val) =>\n val.date.toJSDate()\n ).reverse()\n\n // If the user has clicked \"Add entry\", insert a blank entry at the start of the array\n if (isAdding) {\n combinedValuations.unshift({\n accountId,\n amount: combinedValuations[0].amount, // set input to most recent valuation\n date: DateTime.now(),\n type: 'manual',\n period: {\n direction: 'flat',\n amount: new Decimal(0),\n percentage: new Decimal(0),\n },\n total: {\n direction: 'flat',\n amount: new Decimal(0),\n percentage: new Decimal(0),\n },\n })\n }\n\n return combinedValuations\n }, [accountValuationsQuery, isAdding, accountId])\n\n return (\n
    \n
    \n
    ACTIVITY
    \n {\n setIsAdding(true)\n setRowEditingIndex(0)\n }}\n >\n Add entry\n \n
    \n {/* \n To achieve the CSS hover styles where an entire table row is highlighted, and expands outside\n of the table bounds, a few tweaks have been made:\n\n 1) Table container is 16px * 2 = 32px = 2rem wider than its parent container (calc(100%+2rem))\n 2) Table container is shifted -16px to the left (-translate-x-4), so it breaks out of its parent container 16px on both sides\n 3) Table cells have horizontal padding of 16px to keep cell content aligned with the rest of the page (see
    )\n\n With these settings, the content should never break out of the viewport\n */}\n
    \n {\n setIsAdding(false)\n setRowEditingIndex(index)\n }}\n negative={negative}\n />\n
    \n
    \n )\n}\n" }, { "path": "libs/client/features/src/valuations-list/ValuationsDateCell.tsx", "content": "import type { ValuationRowData } from './types'\nimport type { IconType } from 'react-icons'\nimport { useMemo } from 'react'\nimport { useValuationApi, useUserAccountContext } from '@maybe-finance/client/shared'\nimport { Button, Tooltip } from '@maybe-finance/design-system'\nimport classNames from 'classnames'\nimport { RiPriceTag3Line, RiKeyboardBoxLine, RiArrowUpLine, RiArrowDownLine } from 'react-icons/ri'\nimport { RiSubtractFill } from 'react-icons/ri'\nimport type { Row } from '@tanstack/react-table'\n\nexport function ValuationsDateCell({\n row,\n onEdit,\n}: {\n row: Row\n onEdit(rowId?: number): void\n}) {\n const data = row.original!\n const { useDeleteValuation } = useValuationApi()\n const deleteQuery = useDeleteValuation()\n const { accountSyncing } = useUserAccountContext()\n\n const { canEdit, canDelete, label, icon } = useMemo(() => {\n const label =\n data.type === 'initial'\n ? 'Manually entered'\n : data.type === 'trend'\n ? 'Yearly trend'\n : 'Manually entered'\n\n let icon: React.ReactNode\n\n if (data.type === 'initial') {\n icon = \n } else if (data.type === 'manual') {\n icon = \n } else if (data.type === 'trend') {\n const { direction } = data.period\n if (direction === 'up') {\n icon = \n }\n\n if (direction === 'down') {\n icon = \n }\n\n if (direction === 'flat') {\n icon = \n }\n } else {\n icon = \n }\n\n return {\n canEdit: data.type === 'manual',\n canDelete: data.type === 'manual',\n label,\n icon,\n }\n }, [data])\n\n return (\n
    \n {icon}\n
    \n

    {data.date.toFormat('MMM d yyyy')}

    \n

    {label}

    \n
    \n
    \n {canEdit && !accountSyncing(data.accountId || 0) && (\n \n onEdit(row.index)}\n >\n \n \n \n )}\n {canDelete && !accountSyncing(data.accountId || 0) && (\n \n \n deleteQuery.mutate(\n {\n id: data.valuationId!,\n },\n {\n onSuccess: () => onEdit(),\n }\n )\n }\n >\n \n \n \n )}\n
    \n
    \n )\n}\n\nfunction ValuationIcon({ className, Icon }: { className: string; Icon: IconType }) {\n return (\n \n \n \n )\n}\n" }, { "path": "libs/client/features/src/valuations-list/ValuationsTable.tsx", "content": "import type { ColumnDef } from '@tanstack/react-table'\nimport type { ValuationRowData } from './types'\nimport { useMemo } from 'react'\nimport { flexRender, getCoreRowModel, useReactTable } from '@tanstack/react-table'\nimport { NumberUtil } from '@maybe-finance/shared'\nimport { ValuationsTableForm } from './ValuationsTableForm'\nimport { PerformanceMetric } from './PerformanceMetric'\nimport { ValuationsDateCell } from './ValuationsDateCell'\n\ninterface ValuationsTableProps {\n data: ValuationRowData[]\n isAdding: boolean\n rowEditingIndex?: number\n onEdit(rowIndex?: number): void\n negative?: boolean\n}\n\nexport function ValuationsTable({ data, rowEditingIndex, onEdit, negative }: ValuationsTableProps) {\n const columns = useMemo(\n () => [\n {\n id: 'date',\n header: 'Date',\n cell: ({ row }) => ,\n } as ColumnDef,\n {\n header: 'Value',\n accessorKey: 'amount',\n cell: ({ getValue }) => (\n

    \n {NumberUtil.format(getValue(), 'currency')}\n

    \n ),\n } as ColumnDef,\n {\n header: 'Change',\n accessorKey: 'period',\n cell: ({ row, getValue }) => (\n \n ),\n } as ColumnDef,\n {\n header: 'Return',\n accessorKey: 'total',\n cell: ({ row, getValue }) => (\n \n ),\n } as ColumnDef,\n ],\n [onEdit, negative]\n )\n\n const table = useReactTable({\n data,\n columns,\n getCoreRowModel: getCoreRowModel(),\n })\n\n return (\n \n \n {table.getHeaderGroups().map((headerGroup) => (\n \n {headerGroup.headers.map((header) => (\n \n {!header.isPlaceholder &&\n flexRender(header.column.columnDef.header, header.getContext())}\n \n ))}\n \n ))}\n \n \n {table.getRowModel().rows.map((row) => {\n return row.index === rowEditingIndex ? (\n \n \n \n ) : (\n \n {row.getVisibleCells().map((cell) => (\n \n {flexRender(cell.column.columnDef.cell, cell.getContext())}\n \n ))}\n \n )\n })}\n \n \n )\n}\n" }, { "path": "libs/client/features/src/valuations-list/ValuationsTableForm.tsx", "content": "import { BrowserUtil, useValuationApi } from '@maybe-finance/client/shared'\nimport { Button, DatePicker, InputCurrency } from '@maybe-finance/design-system'\nimport { PerformanceMetric } from './PerformanceMetric'\nimport classNames from 'classnames'\nimport { Controller, useForm } from 'react-hook-form'\nimport { RiCheckLine, RiCloseFill, RiKeyboardBoxLine } from 'react-icons/ri'\nimport type { Row } from '@tanstack/react-table'\nimport type { ValuationRowData } from './types'\n\ntype FormValues = { date: string; amount: number }\n\nexport function ValuationsTableForm({\n row,\n onEdit,\n}: {\n row: Row\n onEdit(rowIndex?: number): void\n}) {\n const data = row.original!\n\n const initialValues = {\n amount: data.amount.toNumber(),\n date: data.date,\n }\n const onClose = () => onEdit(undefined)\n\n const { valuationId, accountId } = data\n\n const { useUpdateValuation, useCreateValuation } = useValuationApi()\n const updateQuery = useUpdateValuation()\n const createQuery = useCreateValuation()\n\n const { control, handleSubmit } = useForm({\n mode: 'onChange',\n defaultValues: { ...initialValues, date: initialValues.date.toISODate() },\n })\n\n const onSubmit = ({ date, amount }: FormValues) => {\n const preparedData = {\n date,\n amount,\n }\n\n const onSuccess = onClose\n\n if (valuationId) {\n updateQuery.mutate({ id: valuationId, data: preparedData }, { onSuccess })\n } else {\n createQuery.mutate({ id: accountId!, data: preparedData }, { onSuccess })\n }\n }\n\n return (\n <>\n \n \n \n \n\n
    \n {\n return (\n \n )\n }}\n />\n \n \n \n
    \n val >= 0 }}\n render={({ field, fieldState }) => (\n \n )}\n />\n \n \n \n
    \n \n \n
    \n
    {valuationId && }
    \n \n \n {valuationId && }\n \n \n )\n}\n" }, { "path": "libs/client/features/src/valuations-list/index.ts", "content": "export * from './ValuationList'\n" }, { "path": "libs/client/features/src/valuations-list/types.ts", "content": "import type { SharedType } from '@maybe-finance/shared'\nimport type { DateTime } from 'luxon'\n\nexport interface ValuationRowData {\n date: DateTime\n type: 'manual' | 'trend' | 'initial'\n amount: SharedType.Decimal\n period: SharedType.Trend\n total: SharedType.Trend\n valuationId?: number\n accountId?: number\n}\n" }, { "path": "libs/client/features/tsconfig.json", "content": "{\n \"extends\": \"../../../tsconfig.base.json\",\n \"compilerOptions\": {\n \"jsx\": \"react-jsx\",\n \"allowJs\": true,\n \"esModuleInterop\": true,\n \"allowSyntheticDefaultImports\": true,\n \"forceConsistentCasingInFileNames\": true,\n \"strict\": true,\n \"noImplicitReturns\": true,\n \"noFallthroughCasesInSwitch\": true\n },\n \"files\": [],\n \"include\": [],\n \"references\": [\n {\n \"path\": \"./tsconfig.lib.json\"\n },\n {\n \"path\": \"./tsconfig.spec.json\"\n }\n ]\n}\n" }, { "path": "libs/client/features/tsconfig.lib.json", "content": "{\n \"extends\": \"./tsconfig.json\",\n \"compilerOptions\": {\n \"outDir\": \"../../../dist/out-tsc\",\n \"types\": [\"node\"]\n },\n \"files\": [\n \"../../../node_modules/@nrwl/react/typings/cssmodule.d.ts\",\n \"../../../node_modules/@nrwl/react/typings/image.d.ts\"\n ],\n \"exclude\": [\"**/*.spec.ts\", \"**/*.test.ts\", \"**/*.spec.tsx\", \"**/*.test.tsx\", \"jest.config.ts\"],\n \"include\": [\"**/*.js\", \"**/*.jsx\", \"**/*.ts\", \"**/*.tsx\"]\n}\n" }, { "path": "libs/client/features/tsconfig.spec.json", "content": "{\n \"extends\": \"./tsconfig.json\",\n \"compilerOptions\": {\n \"outDir\": \"../../../dist/out-tsc\",\n \"module\": \"commonjs\",\n \"types\": [\"jest\", \"node\"]\n },\n \"include\": [\n \"**/*.spec.ts\",\n \"**/*.test.ts\",\n \"**/*.spec.tsx\",\n \"**/*.test.tsx\",\n \"**/*.spec.js\",\n \"**/*.test.js\",\n \"**/*.spec.jsx\",\n \"**/*.test.jsx\",\n \"**/*.d.ts\",\n \"jest.config.ts\"\n ]\n}\n" }, { "path": "libs/client/shared/.babelrc", "content": "{\n \"presets\": [\n [\n \"@nrwl/react/babel\",\n {\n \"runtime\": \"automatic\",\n \"useBuiltIns\": \"usage\"\n }\n ]\n ],\n \"plugins\": []\n}\n" }, { "path": "libs/client/shared/.eslintrc.json", "content": "{\n \"extends\": [\"plugin:@nrwl/nx/react\", \"../../../.eslintrc.json\"],\n \"ignorePatterns\": [\"!**/*\"],\n \"overrides\": [\n {\n \"files\": [\"*.ts\", \"*.tsx\", \"*.js\", \"*.jsx\"],\n \"rules\": {}\n },\n {\n \"files\": [\"*.ts\", \"*.tsx\"],\n \"rules\": {}\n },\n {\n \"files\": [\"*.js\", \"*.jsx\"],\n \"rules\": {}\n }\n ]\n}\n" }, { "path": "libs/client/shared/README.md", "content": "# client-shared\n\nThis library was generated with [Nx](https://nx.dev).\n\n## Running unit tests\n\nRun `nx test client-shared` to execute the unit tests via [Jest](https://jestjs.io).\n" }, { "path": "libs/client/shared/jest.config.ts", "content": "/* eslint-disable */\nexport default {\n displayName: 'client-shared',\n preset: '../../../jest.preset.js',\n transform: {\n '^.+\\\\.[tj]sx?$': ['babel-jest', { presets: ['@nrwl/react/babel'] }],\n },\n moduleFileExtensions: ['ts', 'tsx', 'js', 'jsx'],\n coverageDirectory: '../../../coverage/libs/client/shared',\n}\n" }, { "path": "libs/client/shared/src/api/index.ts", "content": "export * from './useAccountApi'\nexport * from './useAccountConnectionApi'\nexport * from './useAuthUserApi'\nexport * from './useInstitutionApi'\nexport * from './useUserApi'\nexport * from './useTellerApi'\nexport * from './useValuationApi'\nexport * from './useTransactionApi'\nexport * from './useHoldingApi'\nexport * from './useSecurityApi'\nexport * from './usePlanApi'\n" }, { "path": "libs/client/shared/src/api/useAccountApi.ts", "content": "import type { AxiosInstance } from 'axios'\nimport type { Account } from '@prisma/client'\nimport type { SharedType } from '@maybe-finance/shared'\nimport type {\n UseInfiniteQueryOptions,\n UseMutationOptions,\n UseQueryOptions,\n} from '@tanstack/react-query'\n\nimport { useMemo } from 'react'\nimport toast from 'react-hot-toast'\nimport { useInfiniteQuery, useMutation, useQuery, useQueryClient } from '@tanstack/react-query'\nimport { useAxiosWithAuth } from '..'\nimport { invalidateAccountQueries } from '../utils'\n\nconst AccountApi = (axios: AxiosInstance) => ({\n async getAccounts() {\n const { data } = await axios.get('/accounts')\n return data\n },\n\n async get(id: SharedType.Account['id']): Promise {\n const { data } = await axios.get(`/accounts/${id}`)\n return data\n },\n\n async create(input: Record) {\n const { data } = await axios.post('/accounts', input)\n return data\n },\n\n async update(id: SharedType.Account['id'], input: Record) {\n const { data } = await axios.put(`/accounts/${id}`, input)\n return data\n },\n\n async delete(id: SharedType.Account['id']) {\n const { data } = await axios.delete(`/accounts/${id}`)\n return data\n },\n\n async getBalances(\n id: SharedType.Account['id'],\n start: string,\n end: string\n ): Promise {\n const { data } = await axios.get(\n `/accounts/${id}/balances`,\n { params: { start, end } }\n )\n return data\n },\n\n async getReturns(\n id: SharedType.Account['id'],\n start: string,\n end: string,\n compare: string[]\n ): Promise {\n const { data } = await axios.get(\n `/accounts/${id}/returns`,\n { params: { start, end, compare: compare.length ? compare.join(',') : undefined } }\n )\n return data\n },\n\n async getTransactions(\n id: SharedType.Account['id'],\n page: number\n ): Promise {\n const { data } = await axios.get(\n `/accounts/${id}/transactions`,\n { params: { page } }\n )\n return data\n },\n\n async getHoldings(\n id: SharedType.Account['id'],\n page: number\n ): Promise {\n const { data } = await axios.get(\n `/accounts/${id}/holdings`,\n { params: { page } }\n )\n return data\n },\n\n async getInvestmentTransactions(\n id: SharedType.Account['id'],\n page: number,\n start?: string,\n end?: string,\n category?: SharedType.InvestmentTransactionCategory\n ): Promise {\n const { data } = await axios.get(\n `/accounts/${id}/investment-transactions`,\n { params: { page, start, end, category } }\n )\n return data\n },\n\n async getInsights(id: SharedType.Account['id']): Promise {\n const { data } = await axios.get(`/accounts/${id}/insights`)\n return data\n },\n\n async getRollup(start: string, end: string): Promise {\n const { data } = await axios.get(`/account-rollup`, {\n params: { start, end },\n })\n return data\n },\n\n async sync(id: SharedType.Account['id']) {\n const { data } = await axios.post(`/accounts/${id}/sync`)\n return data\n },\n})\n\nconst staleTimes = {\n accounts: 30_000,\n balances: 30_000,\n rollup: 30_000,\n insights: 30_000,\n returns: 60_000,\n // Transactions and holdings shouldn't update nearly as often (limited user-driven changes)\n transactions: 60_000,\n holdings: 60_000,\n investmentTransactions: 60_000,\n}\n\nexport function useAccountApi() {\n const queryClient = useQueryClient()\n const { axios } = useAxiosWithAuth()\n const api = useMemo(() => AccountApi(axios), [axios])\n\n const useAccounts = (\n options?: Omit<\n UseQueryOptions<\n SharedType.AccountsResponse,\n unknown,\n SharedType.AccountsResponse,\n string[]\n >,\n 'queryKey' | 'queryFn' | 'staleTime'\n >\n ) =>\n useQuery(['accounts'], api.getAccounts, {\n staleTime: staleTimes.accounts,\n onSuccess: (...args) => {\n if (options?.onSuccess) options.onSuccess(...args)\n },\n ...options,\n })\n\n const useAccount = (\n id: Account['id'],\n options?: Omit<\n UseQueryOptions,\n 'queryKey' | 'queryFn' | 'staleTime'\n >\n ) => {\n return useQuery(['accounts', id], () => api.get(id), {\n staleTime: staleTimes.accounts,\n ...options,\n })\n }\n\n const useCreateAccount = (\n options?: UseMutationOptions>\n ) =>\n useMutation(api.create, {\n onSuccess: () => {\n toast.success('Account successfully added!')\n },\n onError: () => {\n toast.error('Error adding account')\n },\n onSettled: () => {\n invalidateAccountQueries(queryClient)\n },\n ...options,\n })\n\n const useUpdateAccount = (\n options?: UseMutationOptions>\n ) =>\n useMutation(\n ({ id, data }: { id: SharedType.Account['id']; data: Record }) =>\n api.update(id, data),\n {\n onSuccess: () => {\n toast.success('Account successfully updated!')\n },\n onError: () => {\n toast.error('Error updating account')\n },\n onSettled: () => {\n invalidateAccountQueries(queryClient)\n },\n ...options,\n }\n )\n\n const useDeleteAccount = () =>\n useMutation(api.delete, {\n onSuccess: (data) => {\n toast.success(`${data.name} deleted!`)\n },\n onError: () => {\n toast.error('Failed to delete account')\n },\n onSettled: () => {\n invalidateAccountQueries(queryClient)\n },\n })\n\n const useSyncAccount = () =>\n useMutation(api.sync, {\n onSuccess: (data) => {\n toast.success(`${data.name} sync initiated`)\n },\n onError: () => {\n toast.error('Failed to sync account')\n },\n onSettled: () => {\n invalidateAccountQueries(queryClient, false)\n },\n })\n\n const useAccountBalances = (\n {\n id,\n start,\n end,\n }: {\n id: Account['id']\n } & SharedType.DateRange,\n options?: Omit<\n UseQueryOptions<\n SharedType.AccountBalanceResponse,\n unknown,\n SharedType.AccountBalanceResponse,\n any[]\n >,\n 'queryKey' | 'queryFn' | 'staleTime'\n >\n ) => {\n return useQuery(\n ['accounts', id, 'balances', { start, end }],\n () => api.getBalances(id, start, end),\n { staleTime: staleTimes.balances, ...options }\n )\n }\n\n const useAccountReturns = (\n {\n id,\n start,\n end,\n compare,\n }: {\n id: Account['id']\n compare: string[]\n } & SharedType.DateRange,\n options?: Omit<\n UseQueryOptions<\n SharedType.AccountReturnResponse,\n unknown,\n SharedType.AccountReturnResponse,\n any[]\n >,\n 'queryKey' | 'queryFn' | 'staleTime'\n >\n ) => {\n return useQuery(\n ['accounts', id, 'returns', { start, end, compare }],\n () => api.getReturns(id, start, end, compare),\n { staleTime: staleTimes.returns, ...options }\n )\n }\n\n const useAccountTransactions = (\n { id }: { id: Account['id'] },\n options?: Omit<\n UseInfiniteQueryOptions<\n SharedType.AccountTransactionResponse,\n unknown,\n SharedType.AccountTransactionResponse,\n SharedType.AccountTransactionResponse,\n any[]\n >,\n 'queryKey' | 'queryFn' | 'staleTime'\n >\n ) => {\n return useInfiniteQuery(\n ['accounts', id, 'transactions'],\n ({ pageParam = 0 }) => api.getTransactions(id, pageParam),\n {\n staleTime: staleTimes.transactions,\n ...options,\n getNextPageParam: (lastPage, pages) =>\n lastPage.totalTransactions >\n pages.reduce((total, { transactions }) => total + transactions.length, 0)\n ? pages.length\n : undefined,\n }\n )\n }\n\n const useAccountHoldings = (\n {\n id,\n }: {\n id: Account['id']\n },\n options?: Omit<\n UseInfiniteQueryOptions<\n SharedType.AccountHoldingResponse,\n unknown,\n SharedType.AccountHoldingResponse,\n SharedType.AccountHoldingResponse,\n any[]\n >,\n 'queryKey' | 'queryFn' | 'staleTime'\n >\n ) => {\n return useInfiniteQuery(\n ['accounts', id, 'holdings'],\n ({ pageParam = 0 }) => api.getHoldings(id, pageParam),\n {\n staleTime: staleTimes.holdings,\n ...options,\n getNextPageParam: (lastPage, pages) =>\n lastPage.totalHoldings >\n pages.reduce((total, { holdings }) => total + holdings.length, 0)\n ? pages.length\n : undefined,\n }\n )\n }\n\n const useAccountInvestmentTransactions = (\n {\n id,\n start,\n end,\n category,\n }: {\n id: Account['id']\n category?: SharedType.InvestmentTransactionCategory\n } & Partial,\n options?: Omit<\n UseInfiniteQueryOptions<\n SharedType.AccountInvestmentTransactionResponse,\n unknown,\n SharedType.AccountInvestmentTransactionResponse,\n SharedType.AccountInvestmentTransactionResponse,\n any[]\n >,\n 'queryKey' | 'queryFn' | 'staleTime'\n >\n ) => {\n return useInfiniteQuery(\n ['accounts', id, 'investmentTransactions', { start, end, category }],\n ({ pageParam = 0 }) =>\n api.getInvestmentTransactions(id, pageParam, start, end, category),\n {\n staleTime: staleTimes.investmentTransactions,\n ...options,\n getNextPageParam: (lastPage, pages) =>\n lastPage.totalInvestmentTransactions >\n pages.reduce(\n (total, { investmentTransactions }) =>\n total + investmentTransactions.length,\n 0\n )\n ? pages.length\n : undefined,\n }\n )\n }\n\n const useAccountRollup = (\n { start, end }: SharedType.DateRange,\n options?: Omit<\n UseQueryOptions,\n 'queryKey' | 'queryFn' | 'staleTime'\n >\n ) =>\n useQuery(['accounts', 'rollup', { start, end }], () => api.getRollup(start, end), {\n staleTime: staleTimes.rollup,\n ...options,\n })\n\n const useAccountInsights = (\n id: Account['id'],\n options?: Omit<\n UseQueryOptions,\n 'queryKey' | 'queryFn' | 'staleTime'\n >\n ) =>\n useQuery(['accounts', id, 'insights'], () => api.getInsights(id), {\n staleTime: staleTimes.insights,\n ...options,\n })\n\n return {\n useAccounts,\n useAccount,\n useCreateAccount,\n useUpdateAccount,\n useDeleteAccount,\n useSyncAccount,\n useAccountBalances,\n useAccountReturns,\n useAccountTransactions,\n useAccountHoldings,\n useAccountInvestmentTransactions,\n useAccountRollup,\n useAccountInsights,\n }\n}\n" }, { "path": "libs/client/shared/src/api/useAccountConnectionApi.ts", "content": "import type { SharedType } from '@maybe-finance/shared'\nimport type { AxiosInstance } from 'axios'\nimport type { UseMutationOptions } from '@tanstack/react-query'\nimport { useMemo } from 'react'\nimport { useMutation, useQueryClient } from '@tanstack/react-query'\nimport { toast } from 'react-hot-toast'\nimport { useAxiosWithAuth } from '../hooks/useAxiosWithAuth'\nimport { invalidateAccountQueries } from '../utils'\n\nconst AccountConnectionApi = (axios: AxiosInstance) => ({\n async update(id: SharedType.AccountConnection['id'], input: Record) {\n const { data } = await axios.put(`/connections/${id}`, input)\n return data\n },\n\n async delete(id: SharedType.AccountConnection['id']) {\n const { data } = await axios.delete(`/connections/${id}`)\n return data\n },\n\n async deleteAll() {\n const { data } = await axios.delete('/connections')\n return data\n },\n\n async disconnect(id: SharedType.AccountConnection['id']) {\n const { data } = await axios.post(\n `/connections/${id}/disconnect`\n )\n return data\n },\n\n async reconnect(id: SharedType.AccountConnection['id']) {\n const { data } = await axios.post(\n `/connections/${id}/reconnect`\n )\n return data\n },\n\n async sync(id: SharedType.AccountConnection['id']) {\n const { data } = await axios.post(`/connections/${id}/sync`)\n return data\n },\n})\n\nexport function useAccountConnectionApi() {\n const queryClient = useQueryClient()\n const { axios } = useAxiosWithAuth()\n const api = useMemo(() => AccountConnectionApi(axios), [axios])\n\n const useUpdateConnection = (\n options?: UseMutationOptions>\n ) =>\n useMutation(\n ({ id, data }: { id: SharedType.AccountConnection['id']; data: Record }) =>\n api.update(id, data),\n {\n onSettled: () => {\n invalidateAccountQueries(queryClient)\n },\n ...options,\n }\n )\n\n const useDeleteConnection = () =>\n useMutation(api.delete, {\n onSuccess: (data) => {\n toast.success(`${data.name} deleted!`)\n },\n onError: () => {\n toast.error('Failed to delete account')\n },\n onSettled: () => {\n invalidateAccountQueries(queryClient)\n },\n })\n\n const useDeleteAllConnections = () =>\n useMutation(api.deleteAll, {\n onSuccess: () => {\n toast.success(`Deleted all connections`)\n },\n onError: () => {\n toast.error('Failed to delete all connections')\n },\n onSettled: () => {\n invalidateAccountQueries(queryClient)\n },\n })\n\n const useDisconnectConnection = () =>\n useMutation(api.disconnect, {\n onSuccess: (data) => {\n toast.success(`${data.name} disconnected`)\n },\n onError: () => {\n toast.error('Failed to disconnect account')\n },\n onSettled: () => {\n invalidateAccountQueries(queryClient)\n },\n })\n\n const useReconnectConnection = () =>\n useMutation(api.reconnect, {\n onSuccess: (data) => {\n toast.success(`${data.name} reconnected!`)\n },\n onError: () => {\n toast.error('Failed to reconnect account')\n },\n onSettled: () => {\n invalidateAccountQueries(queryClient)\n },\n })\n\n const useSyncConnection = () =>\n useMutation(api.sync, {\n onSuccess: (connection) => {\n // update accounts cache immediately\n queryClient.setQueryData(\n ['accounts'],\n (\n prev: SharedType.AccountsResponse = {\n accounts: [],\n connections: [],\n }\n ) => {\n const { connections, ...other } = prev\n return {\n ...other,\n connections: connections.map((c) =>\n c.id === connection.id ? { ...c, ...connection } : c\n ),\n }\n }\n )\n },\n onSettled: () => {\n invalidateAccountQueries(queryClient, false)\n },\n })\n\n return {\n useUpdateConnection,\n useDeleteConnection,\n useDeleteAllConnections,\n useReconnectConnection,\n useDisconnectConnection,\n useSyncConnection,\n }\n}\n" }, { "path": "libs/client/shared/src/api/useAuthUserApi.ts", "content": "import type { SharedType } from '@maybe-finance/shared'\nimport type { AxiosInstance } from 'axios'\nimport { useMemo } from 'react'\nimport { useQuery } from '@tanstack/react-query'\nimport { useAxiosWithAuth } from '../hooks/useAxiosWithAuth'\n\nconst AuthUserApi = (axios: AxiosInstance) => ({\n async getByEmail(email: string) {\n const { data } = await axios.get(`/auth-users/${email}`)\n return data\n },\n})\n\nconst staleTimes = {\n user: 30_000,\n}\n\nexport function useAuthUserApi() {\n const { axios } = useAxiosWithAuth()\n const api = useMemo(() => AuthUserApi(axios), [axios])\n\n const useGetByEmail = (email: string) =>\n useQuery(['auth-users', email], () => api.getByEmail(email), { staleTime: staleTimes.user })\n\n return {\n useGetByEmail,\n }\n}\n" }, { "path": "libs/client/shared/src/api/useHoldingApi.ts", "content": "import type { Holding } from '@prisma/client'\nimport type { AxiosInstance } from 'axios'\nimport type { UseMutationOptions, UseQueryOptions } from '@tanstack/react-query'\nimport type { SharedType } from '@maybe-finance/shared'\nimport { useMemo } from 'react'\nimport toast from 'react-hot-toast'\nimport { useMutation, useQueryClient, useQuery } from '@tanstack/react-query'\nimport { useAxiosWithAuth } from '..'\nimport { invalidateAccountQueries } from '../utils'\n\nconst HoldingApi = (axios: AxiosInstance) => ({\n async getHolding(id: Holding['id']) {\n const { data } = await axios.get(`/holdings/${id}`)\n return data\n },\n\n async getInsights(id: Holding['id']) {\n const { data } = await axios.get(`/holdings/${id}/insights`)\n return data\n },\n\n async update(id: Holding['id'], input: Record) {\n const { data } = await axios.put(`/holdings/${id}`, input)\n return data\n },\n})\n\nexport function useHoldingApi() {\n const queryClient = useQueryClient()\n const { axios } = useAxiosWithAuth()\n const api = useMemo(() => HoldingApi(axios), [axios])\n\n const useHolding = (\n id: Holding['id'],\n options?: Omit<\n UseQueryOptions,\n 'queryKey' | 'queryFn' | 'staleTime'\n >\n ) => {\n return useQuery(['holdings', id], () => api.getHolding(id), {\n staleTime: 30_000,\n ...options,\n })\n }\n\n const useHoldingInsights = (\n id: Holding['id'],\n options?: Omit<\n UseQueryOptions,\n 'queryKey' | 'queryFn' | 'staleTime'\n >\n ) => {\n return useQuery(['holdings', id, 'insights'], () => api.getInsights(id), {\n staleTime: 30_000,\n ...options,\n })\n }\n\n const useUpdateHolding = (\n options?: UseMutationOptions>\n ) =>\n useMutation(\n ({ id, data }: { id: Holding['id']; data: Record }) =>\n api.update(id, data),\n {\n onSuccess: () => {\n toast.success('Holding successfully updated!')\n },\n onError: () => {\n toast.error('Error updating holding')\n },\n onSettled: () => {\n invalidateAccountQueries(queryClient)\n queryClient.invalidateQueries(['holdings'])\n },\n ...options,\n }\n )\n\n return {\n useHolding,\n useHoldingInsights,\n useUpdateHolding,\n }\n}\n" }, { "path": "libs/client/shared/src/api/useInstitutionApi.ts", "content": "import type { UseInfiniteQueryOptions } from '@tanstack/react-query'\nimport type { AxiosInstance } from 'axios'\nimport type { SharedType } from '@maybe-finance/shared'\nimport { useMemo } from 'react'\nimport { useInfiniteQuery, useMutation, useQueryClient } from '@tanstack/react-query'\nimport toast from 'react-hot-toast'\nimport { useAxiosWithAuth } from '../hooks/useAxiosWithAuth'\n\nconst InstitutionApi = (axios: AxiosInstance) => ({\n async getInstitutions(page: number, search?: string) {\n const { data } = await axios.get('/institutions', {\n params: { page, q: search },\n })\n return data\n },\n\n async sync() {\n const { data } = await axios.post(`/institutions/sync`)\n return data\n },\n\n async deduplicate() {\n const { data } = await axios.post(`/institutions/deduplicate`)\n return data\n },\n})\n\nconst staleTimes = {\n institutions: 5 * 60 * 1000, // 5 minutes\n}\n\nexport function useInstitutionApi() {\n const queryClient = useQueryClient()\n const { axios } = useAxiosWithAuth()\n const api = useMemo(() => InstitutionApi(axios), [axios])\n\n const useInstitutions = (\n {\n search,\n }: {\n search?: string\n },\n options?: Omit<\n UseInfiniteQueryOptions<\n SharedType.InstitutionsResponse,\n unknown,\n SharedType.InstitutionsResponse,\n SharedType.InstitutionsResponse,\n any[]\n >,\n 'queryKey' | 'queryFn'\n >\n ) => {\n return useInfiniteQuery(\n ['institutions', { search }],\n ({ pageParam = 0 }) => api.getInstitutions(pageParam, search),\n {\n staleTime: staleTimes.institutions,\n ...options,\n getNextPageParam: (lastPage, pages) =>\n lastPage.totalInstitutions >\n pages.reduce((total, { institutions }) => total + institutions.length, 0)\n ? pages.length\n : undefined,\n }\n )\n }\n\n const useSyncInstitutions = () =>\n useMutation(api.sync, {\n onSuccess: () => {\n toast.success(`Syncing institutions`)\n },\n onError: () => {\n toast.error('Failed to sync institutions')\n },\n onSettled: () => {\n queryClient.invalidateQueries(['institutions'])\n },\n })\n\n const useDeduplicateInstitutions = () =>\n useMutation(api.deduplicate, {\n onMutate: () => {\n toast.loading(`Deduplicating institutions`)\n },\n onSuccess: () => {\n toast.success(`Deduplicated institutions`)\n },\n onError: () => {\n toast.error('Failed to deduplicate institutions')\n },\n onSettled: () => {\n queryClient.invalidateQueries(['institutions'])\n },\n })\n\n return {\n useInstitutions,\n useSyncInstitutions,\n useDeduplicateInstitutions,\n }\n}\n" }, { "path": "libs/client/shared/src/api/usePlanApi.ts", "content": "import type { AxiosInstance } from 'axios'\nimport type { SharedType } from '@maybe-finance/shared'\nimport type { UseMutationOptions, UseQueryOptions } from '@tanstack/react-query'\nimport { useMemo } from 'react'\nimport toast from 'react-hot-toast'\nimport { useMutation, useQuery, useQueryClient } from '@tanstack/react-query'\nimport { useAxiosWithAuth } from '..'\n\nconst PlanApi = (axios: AxiosInstance) => ({\n async getPlans() {\n const { data } = await axios.get('/plans')\n return data\n },\n\n async get(id: SharedType.Plan['id']) {\n const { data } = await axios.get(`/plans/${id}`)\n return data\n },\n\n async create(input: Record) {\n const { data } = await axios.post('/plans', input)\n return data\n },\n\n async createTemplate(input: Record) {\n const { data } = await axios.post('/plans/template', input)\n return data\n },\n\n async update(id: SharedType.Plan['id'], input: Record) {\n const { data } = await axios.put(`/plans/${id}`, input)\n return data\n },\n\n async updateTemplate(\n id: SharedType.Plan['id'],\n input: Record,\n shouldReset?: boolean\n ) {\n const { data } = await axios.put(`/plans/${id}/template`, input, {\n params: shouldReset ? { reset: shouldReset.toString() } : undefined,\n })\n return data\n },\n\n async delete(id: SharedType.Plan['id']) {\n const { data } = await axios.delete(`/plans/${id}`)\n return data\n },\n\n async projections(id: SharedType.Plan['id']) {\n const { data } = await axios.get(\n `/plans/${id}/projections`\n )\n return data\n },\n})\n\nconst staleTimes = {\n plans: 60_000,\n projections: Infinity, // Will never go stale unless manually invalidated\n}\n\nexport function usePlanApi() {\n const queryClient = useQueryClient()\n const { axios } = useAxiosWithAuth()\n const api = useMemo(() => PlanApi(axios), [axios])\n\n const usePlans = (\n options?: Omit<\n UseQueryOptions,\n 'queryKey' | 'queryFn' | 'staleTime'\n >\n ) =>\n useQuery(['plans'], api.getPlans, {\n staleTime: staleTimes.plans,\n ...options,\n })\n\n const usePlan = (\n id: SharedType.Plan['id'],\n options?: Omit<\n UseQueryOptions,\n 'queryKey' | 'queryFn' | 'staleTime'\n >\n ) => {\n return useQuery(['plans', id], () => api.get(id), {\n staleTime: staleTimes.plans,\n ...options,\n })\n }\n\n const useCreatePlan = (\n options?: UseMutationOptions>\n ) =>\n useMutation(api.create, {\n onSuccess: () => {\n toast.success('Plan successfully added!')\n },\n onError: () => {\n toast.error('Error adding plan')\n },\n onSettled: () => {\n queryClient.invalidateQueries(['plans'])\n },\n ...options,\n })\n\n const useCreatePlanTemplate = (\n options?: UseMutationOptions>\n ) =>\n useMutation(api.createTemplate, {\n onSuccess: () => {\n toast.success('Plan successfully added!')\n },\n onError: () => {\n toast.error('Error adding plan')\n },\n onSettled: () => {\n queryClient.invalidateQueries(['plans'])\n },\n ...options,\n })\n\n const useUpdatePlanTemplate = () =>\n useMutation(\n ({\n id,\n data,\n shouldReset = false,\n }: {\n id: SharedType.Plan['id']\n data: Record\n shouldReset?: boolean\n }) => api.updateTemplate(id, data, shouldReset),\n {\n onSuccess: () => {\n toast.success('Plan successfully updated!')\n },\n onError: () => {\n toast.error('Unable to update plan')\n },\n onSettled: () => {\n queryClient.invalidateQueries(['plans'])\n },\n }\n )\n\n const useUpdatePlan = () =>\n useMutation(\n ({ id, data }: { id: SharedType.Plan['id']; data: Record }) =>\n api.update(id, data),\n {\n onSuccess: () => {\n toast.success('Plan successfully updated!')\n },\n onError: () => {\n toast.error('Error updating plan')\n },\n onSettled: () => {\n queryClient.invalidateQueries(['plans'])\n },\n }\n )\n\n const useDeletePlan = () =>\n useMutation(api.delete, {\n onSuccess: (data) => {\n toast.success(`${data.name} deleted!`)\n },\n onError: () => {\n toast.error('Failed to delete plan')\n },\n onSettled: () => {\n queryClient.invalidateQueries(['plans'])\n },\n })\n\n const usePlanProjections = (\n id: SharedType.Plan['id'],\n options?: Omit<\n UseQueryOptions<\n SharedType.PlanProjectionResponse,\n unknown,\n SharedType.PlanProjectionResponse,\n any[]\n >,\n 'queryKey' | 'queryFn' | 'staleTime'\n >\n ) => {\n return useQuery(['plans', id, 'projections'], () => api.projections(id), {\n staleTime: staleTimes.projections,\n ...options,\n })\n }\n\n return {\n usePlans,\n usePlan,\n useCreatePlan,\n useCreatePlanTemplate,\n useUpdatePlan,\n useUpdatePlanTemplate,\n useDeletePlan,\n usePlanProjections,\n }\n}\n" }, { "path": "libs/client/shared/src/api/useSecurityApi.ts", "content": "import type { Security } from '@prisma/client'\nimport type { AxiosInstance } from 'axios'\nimport type { UseQueryOptions } from '@tanstack/react-query'\nimport type { SharedType } from '@maybe-finance/shared'\nimport { useMemo } from 'react'\nimport { useQuery, useMutation, useQueryClient } from '@tanstack/react-query'\nimport { useAxiosWithAuth } from '..'\nimport toast from 'react-hot-toast'\n\nconst SecurityApi = (axios: AxiosInstance) => ({\n async getAllSecurities() {\n const { data } = await axios.get(`/securities`)\n return data\n },\n\n async getSecurity(id: Security['id']) {\n const { data } = await axios.get(`/securities/${id}`)\n return data\n },\n\n async getSecurityDetails(id: Security['id']) {\n const { data } = await axios.get(`/securities/${id}/details`)\n return data\n },\n\n async syncUSStockTickers() {\n const { data } = await axios.post(`/securities/sync/us-stock-tickers`)\n return data\n },\n\n async syncSecurityPricing() {\n const { data } = await axios.post(`/securities/sync/stock-pricing`)\n return data\n },\n})\n\nconst staleTimes = {\n security: 30 * 1000, // 30 seconds\n securityDetails: 30 * 1000, // 30 seconds\n}\n\nexport function useSecurityApi() {\n const queryClient = useQueryClient()\n const { axios } = useAxiosWithAuth()\n const api = useMemo(() => SecurityApi(axios), [axios])\n\n // Add another API call that gets all the securities from the database\n const useAllSecurities = (\n options?: Omit<\n UseQueryOptions<\n SharedType.SecuritySymbolExchange,\n unknown,\n SharedType.SecuritySymbolExchange,\n any[]\n >,\n 'queryKey' | 'queryFn' | 'staleTime'\n >\n ) =>\n useQuery(['securities'], () => api.getAllSecurities(), {\n staleTime: staleTimes.security,\n ...options,\n })\n\n const useSecurity = (\n id: Security['id'],\n options?: Omit<\n UseQueryOptions<\n SharedType.SecurityWithPricing,\n unknown,\n SharedType.SecurityWithPricing,\n any[]\n >,\n 'queryKey' | 'queryFn' | 'staleTime'\n >\n ) => {\n return useQuery(['securities', id], () => api.getSecurity(id), {\n staleTime: staleTimes.security,\n ...options,\n })\n }\n\n const useSecurityDetails = (\n id: Security['id'],\n options?: Omit<\n UseQueryOptions,\n 'queryKey' | 'queryFn' | 'staleTime'\n >\n ) => {\n return useQuery(['securities', id, 'details'], () => api.getSecurityDetails(id), {\n staleTime: staleTimes.securityDetails,\n ...options,\n })\n }\n\n const useSyncUSStockTickers = () =>\n useMutation(api.syncUSStockTickers, {\n onSuccess: () => {\n toast.success(`Syncing stock tickers`)\n },\n onError: () => {\n toast.error('Failed to sync stock tickers')\n },\n onSettled: () => {\n queryClient.invalidateQueries(['securities'])\n },\n })\n\n const useSyncSecurityPricing = () =>\n useMutation(api.syncSecurityPricing, {\n onSuccess: () => {\n toast.success(`Syncing securities pricing`)\n },\n onError: () => {\n toast.error('Failed to sync securities pricing')\n },\n onSettled: () => {\n queryClient.invalidateQueries(['securities'])\n },\n })\n\n return {\n useAllSecurities,\n useSecurity,\n useSecurityDetails,\n useSyncUSStockTickers,\n useSyncSecurityPricing,\n }\n}\n" }, { "path": "libs/client/shared/src/api/useTellerApi.ts", "content": "import { useMemo } from 'react'\nimport toast from 'react-hot-toast'\nimport { useAxiosWithAuth } from '../hooks/useAxiosWithAuth'\nimport { useMutation, useQueryClient } from '@tanstack/react-query'\nimport type { SharedType } from '@maybe-finance/shared'\nimport type { AxiosInstance } from 'axios'\nimport type { TellerTypes } from '@maybe-finance/teller-api'\nimport { useAccountConnectionApi } from './useAccountConnectionApi'\n\ntype TellerInstitution = {\n name: string\n id: string\n}\n\nconst TellerApi = (axios: AxiosInstance) => ({\n async handleEnrollment(input: {\n institution: TellerInstitution\n enrollment: TellerTypes.Enrollment\n }) {\n const { data } = await axios.post(\n '/teller/handle-enrollment',\n input\n )\n return data\n },\n})\n\nexport function useTellerApi() {\n const queryClient = useQueryClient()\n const { axios } = useAxiosWithAuth()\n const api = useMemo(() => TellerApi(axios), [axios])\n\n const { useSyncConnection } = useAccountConnectionApi()\n const syncConnection = useSyncConnection()\n\n const addConnectionToState = (connection: SharedType.AccountConnection) => {\n const accountsData = queryClient.getQueryData(['accounts'])\n if (!accountsData)\n queryClient.setQueryData(['accounts'], {\n connections: [{ ...connection, accounts: [] }],\n accounts: [],\n })\n else {\n const { connections, ...rest } = accountsData\n queryClient.setQueryData(['accounts'], {\n connections: [...connections, { ...connection, accounts: [] }],\n ...rest,\n })\n }\n }\n\n const useHandleEnrollment = () =>\n useMutation(api.handleEnrollment, {\n onSuccess: (_connection) => {\n addConnectionToState(_connection)\n syncConnection.mutate(_connection.id)\n toast.success(`Account connection added!`)\n },\n })\n\n return {\n useHandleEnrollment,\n }\n}\n" }, { "path": "libs/client/shared/src/api/useTransactionApi.ts", "content": "import type { AxiosInstance } from 'axios'\nimport type { Transaction } from '@prisma/client'\nimport type { UseMutationOptions, UseQueryOptions } from '@tanstack/react-query'\nimport type { SharedType } from '@maybe-finance/shared'\nimport { useMemo } from 'react'\nimport toast from 'react-hot-toast'\nimport { useMutation, useQuery, useQueryClient } from '@tanstack/react-query'\nimport { useAxiosWithAuth } from '..'\n\nconst TransactionApi = (axios: AxiosInstance) => ({\n async getAll(pageIndex: number, pageSize: number) {\n const { data } = await axios.get('/transactions', {\n params: { pageIndex, pageSize },\n })\n return data\n },\n\n async get(id: SharedType.Transaction['id']): Promise {\n const { data } = await axios.get(\n `/transactions/${id}`\n )\n return data\n },\n\n async update(id: SharedType.Transaction['id'], input: Record) {\n const { data } = await axios.put(`/transactions/${id}`, input)\n return data\n },\n})\n\nexport function useTransactionApi() {\n const queryClient = useQueryClient()\n const { axios } = useAxiosWithAuth()\n const api = useMemo(() => TransactionApi(axios), [axios])\n\n const useTransactions = (\n { pageIndex = 0, pageSize = 50 }: { pageIndex?: number; pageSize?: number },\n options?: Omit<\n UseQueryOptions<\n SharedType.TransactionsResponse,\n unknown,\n SharedType.TransactionsResponse,\n any[]\n >,\n 'queryKey' | 'queryFn' | 'staleTime'\n >\n ) =>\n useQuery(['transactions', pageIndex, pageSize], () => api.getAll(pageIndex, pageSize), {\n staleTime: 60_000,\n ...options,\n })\n\n const useTransaction = (\n id: Transaction['id'],\n options?: Omit<\n UseQueryOptions<\n SharedType.TransactionWithAccountDetail,\n unknown,\n SharedType.TransactionWithAccountDetail,\n any[]\n >,\n 'queryKey' | 'queryFn' | 'staleTime'\n >\n ) => {\n return useQuery(['transactions', id], () => api.get(id), {\n staleTime: 60_000,\n ...options,\n })\n }\n\n const useUpdateTransaction = (\n options?: UseMutationOptions>\n ) =>\n useMutation(\n ({ id, data }: { id: SharedType.Transaction['id']; data: Record }) =>\n api.update(id, data),\n {\n onSuccess: () => {\n toast.success('Transaction successfully updated!')\n },\n onError: () => {\n toast.error('Error updating transaction')\n },\n onSettled: () => {\n queryClient.invalidateQueries(['transactions'])\n },\n ...options,\n }\n )\n\n return {\n useTransactions,\n useTransaction,\n useUpdateTransaction,\n }\n}\n" }, { "path": "libs/client/shared/src/api/useUserApi.ts", "content": "import type { UseMutationOptions, UseQueryOptions } from '@tanstack/react-query'\nimport type { SharedType } from '@maybe-finance/shared'\nimport type { AxiosInstance } from 'axios'\nimport * as Sentry from '@sentry/react'\nimport { useMemo } from 'react'\nimport { useMutation, useQuery, useQueryClient } from '@tanstack/react-query'\nimport { toast } from 'react-hot-toast'\nimport { DateTime } from 'luxon'\nimport { useAxiosWithAuth } from '../hooks/useAxiosWithAuth'\n\nconst UserApi = (axios: AxiosInstance) => ({\n async getNetWorthSeries(start: string, end: string) {\n const { data } = await axios.get(\n `/users/net-worth`,\n {\n params: { start, end },\n }\n )\n return data\n },\n\n async getInsights() {\n const { data } = await axios.get(`/users/insights`)\n return data\n },\n\n async getNetWorth(date: string) {\n const { data } = await axios.get(\n `/users/net-worth/${date}`\n )\n return data\n },\n\n async update(userData: SharedType.UpdateUser) {\n const { data } = await axios.put('/users', userData)\n return data\n },\n\n async get() {\n const { data } = await axios.get('/users')\n return data\n },\n\n async delete() {\n return axios.delete('/users', { data: { confirm: true } })\n },\n\n async getOnboarding(flow: SharedType.OnboardingFlow) {\n const { data } = await axios.get(`/users/onboarding/${flow}`)\n return data\n },\n\n async updateOnboarding(input: {\n flow: SharedType.OnboardingFlow\n updates: { key: string; markedComplete: boolean }[]\n markedComplete?: boolean\n }) {\n const { data } = await axios.put('/users/onboarding', input)\n return data\n },\n\n async getAuthProfile() {\n const { data } = await axios.get('/users/auth-profile')\n return data\n },\n\n async getSubscription() {\n const { data } = await axios.get('/users/subscription')\n return data\n },\n\n async changePassword(newPassword: SharedType.PasswordReset) {\n const { data } = await axios.put<\n SharedType.PasswordReset,\n SharedType.ApiResponse<{ success: boolean; error?: string }>\n >('/users/change-password', newPassword)\n return data\n },\n\n async resendEmailVerification(authId?: string) {\n const { data } = await axios.post<{ success: boolean }>(\n '/users/resend-verification-email',\n { authId }\n )\n\n return data\n },\n\n async createCheckoutSession(plan: string) {\n const { data } = await axios.post<{ url: string }>('/users/checkout-session', { plan })\n\n return data\n },\n\n async createCustomerPortalSession(plan: string) {\n const { data } = await axios.post<{ url: string }>('/users/customer-portal-session', {\n plan,\n })\n\n return data\n },\n\n async getMemberCardDetails(memberId?: string) {\n const { data } = await axios.get(\n `/users/card/${memberId ?? ''}`\n )\n\n return data\n },\n\n async sendTestEmail(input: SharedType.SendTestEmail) {\n const { data } = await axios.post(\n '/users/send-test-email',\n input\n )\n return data\n },\n})\n\nconst staleTimes = {\n user: 30_000,\n netWorth: 30_000,\n insights: 30_000,\n}\n\nexport function useUserApi() {\n const queryClient = useQueryClient()\n const { axios } = useAxiosWithAuth()\n const api = useMemo(() => UserApi(axios), [axios])\n\n const useNetWorthSeries = (\n { start, end }: { start: string; end: string },\n options?: Omit<\n UseQueryOptions<\n SharedType.NetWorthTimeSeriesResponse,\n unknown,\n SharedType.NetWorthTimeSeriesResponse,\n any[]\n >,\n 'queryKey' | 'queryFn'\n >\n ) =>\n useQuery(\n ['users', 'net-worth', 'series', { start, end }],\n () => api.getNetWorthSeries(start, end),\n { staleTime: staleTimes.netWorth, ...options }\n )\n\n const useCurrentNetWorth = (date: string = DateTime.local().toISODate()) =>\n useQuery(['users', 'net-worth', 'current', { date }], () => api.getNetWorth(date), {\n staleTime: staleTimes.netWorth,\n })\n\n const useInsights = () =>\n useQuery(['users', 'insights'], () => api.getInsights(), {\n staleTime: staleTimes.insights,\n })\n\n const useProfile = (\n options?: Omit<\n UseQueryOptions,\n 'queryKey' | 'queryFn'\n >\n ) =>\n useQuery(['users'], api.get, {\n staleTime: staleTimes.user,\n ...options,\n })\n\n const useOnboarding = (\n flow: SharedType.OnboardingFlow,\n options?: Omit<\n UseQueryOptions<\n SharedType.OnboardingResponse,\n unknown,\n SharedType.OnboardingResponse,\n any[]\n >,\n 'queryKey' | 'queryFn'\n >\n ) => useQuery(['users', 'onboarding', flow], () => api.getOnboarding(flow), options)\n\n const useUpdateOnboarding = (\n options?: UseMutationOptions<\n SharedType.User,\n unknown,\n {\n flow: SharedType.OnboardingFlow\n updates: { key: string; markedComplete: boolean }[]\n markedComplete?: boolean\n }\n >\n ) =>\n useMutation(api.updateOnboarding, {\n onSettled: () => queryClient.invalidateQueries(['users', 'onboarding']),\n ...options,\n })\n\n const useUpdateProfile = (\n options?: UseMutationOptions\n ) =>\n useMutation(api.update, {\n onSuccess: () => {\n toast.success(`Updated user!`)\n },\n onError: () => {\n toast.error('Error updating user')\n },\n onSettled: () => {\n queryClient.invalidateQueries(['users'])\n },\n ...options,\n })\n\n const useAuthProfile = (\n options?: Omit<\n UseQueryOptions,\n 'queryKey' | 'queryFn'\n >\n ) =>\n useQuery(['auth-profile'], api.getAuthProfile, {\n staleTime: staleTimes.user,\n ...options,\n })\n\n const useSubscription = (\n options?: Omit, 'queryKey' | 'queryFn'>\n ) => useQuery(['users', 'subscription'], api.getSubscription, options)\n\n const useChangePassword = () =>\n useMutation(api.changePassword, {\n onSuccess: () => {\n toast.success('Password reset successfully')\n },\n onError: (err) => {\n toast.error(typeof err === 'string' ? err : 'Could not reset password')\n },\n onSettled: () => {\n queryClient.invalidateQueries(['users'])\n },\n })\n\n const useResendEmailVerification = (\n options?: UseMutationOptions<{ success: boolean } | undefined, unknown, string | undefined>\n ) =>\n useMutation(api.resendEmailVerification, {\n onError: () => {\n toast.error(\n 'Hmm... Something went wrong sending the verification email. Please contact us for additional help.'\n )\n },\n ...options,\n })\n\n const useCreateCheckoutSession = (\n options?: UseMutationOptions<{ url: string }, unknown, string>\n ) =>\n useMutation(api.createCheckoutSession, {\n onError: (err) => {\n Sentry.captureException(err)\n toast.error('Error creating checkout session')\n },\n ...options,\n })\n\n const useCreateCustomerPortalSession = (\n options?: UseMutationOptions<{ url: string }, unknown, string>\n ) =>\n useMutation(api.createCustomerPortalSession, {\n onError: (err) => {\n Sentry.captureException(err)\n toast.error('Error creating customer portal session')\n },\n ...options,\n })\n\n const useMemberCardDetails = (\n memberId?: string,\n options?: Omit, 'queryKey' | 'queryFn'>\n ) =>\n useQuery(\n ['users', 'card', memberId ?? 'current'],\n () => api.getMemberCardDetails(memberId),\n options\n )\n\n const useSendTestEmail = () =>\n useMutation(api.sendTestEmail, {\n onSuccess: () => {\n toast.success('Test email sent successfully')\n },\n onError: () => {\n toast.error('Error sending test email')\n },\n })\n\n const useDelete = (options?: UseMutationOptions<{}, unknown, any>) =>\n useMutation(api.delete, options)\n\n return {\n useNetWorthSeries,\n useInsights,\n useCurrentNetWorth,\n useProfile,\n useUpdateProfile,\n useAuthProfile,\n useSubscription,\n useChangePassword,\n useResendEmailVerification,\n useCreateCheckoutSession,\n useCreateCustomerPortalSession,\n useMemberCardDetails,\n useSendTestEmail,\n useOnboarding,\n useUpdateOnboarding,\n useDelete,\n }\n}\n" }, { "path": "libs/client/shared/src/api/useValuationApi.ts", "content": "import type { AxiosInstance } from 'axios'\nimport type { Account } from '@prisma/client'\nimport type { SharedType } from '@maybe-finance/shared'\nimport type { UseMutationOptions, UseQueryOptions } from '@tanstack/react-query'\n\nimport { useMemo } from 'react'\nimport { DateTime } from 'luxon'\nimport toast from 'react-hot-toast'\nimport { useMutation, useQuery, useQueryClient } from '@tanstack/react-query'\nimport { useAxiosWithAuth } from '..'\nimport { invalidateAccountQueries } from '../utils'\n\nconst ValuationApi = (axios: AxiosInstance) => ({\n async create(accountId: SharedType.Account['id'], input: Record) {\n const { data } = await axios.post(\n `/accounts/${accountId}/valuations`,\n input\n )\n return data\n },\n\n async update(id: SharedType.Valuation['id'], input: Record) {\n const { data } = await axios.put(`/valuations/${id}`, input)\n return data\n },\n\n async delete(id: SharedType.Valuation['id']) {\n const { data } = await axios.delete(`/valuations/${id}`)\n return data\n },\n\n async getValuations(\n id: SharedType.Account['id'],\n start?: string,\n end?: string\n ): Promise {\n const { data } = await axios.get(\n `/accounts/${id}/valuations`,\n {\n params: { start, end },\n }\n )\n\n return data\n },\n})\n\nconst staleTimes = {\n valuations: 30000,\n}\n\nexport function useValuationApi() {\n const queryClient = useQueryClient()\n const { axios } = useAxiosWithAuth()\n const api = useMemo(() => ValuationApi(axios), [axios])\n\n const useCreateValuation = (\n options?: UseMutationOptions>\n ) =>\n useMutation(\n ({ id, data }: { id: SharedType.Account['id']; data: Record }) =>\n api.create(id, data),\n {\n ...options,\n onSuccess: (...args) => {\n toast.success('Valuation successfully added!')\n if (options?.onSuccess) options.onSuccess(...args)\n },\n onError: (...args) => {\n toast.error('Error adding valuation')\n if (options?.onError) options.onError(...args)\n },\n onSettled: () => {\n invalidateAccountQueries(queryClient)\n },\n }\n )\n\n const useUpdateValuation = (\n options?: UseMutationOptions>\n ) =>\n useMutation(\n ({ id, data }: { id: SharedType.Valuation['id']; data: Record }) =>\n api.update(id, data),\n {\n onSuccess: (...args) => {\n toast.success('Valuation successfully updated!')\n if (options?.onSuccess) options.onSuccess(...args)\n },\n onError: (...args) => {\n toast.error('Error updating valuation')\n if (options?.onError) options.onError(...args)\n },\n onSettled: () => {\n queryClient.invalidateQueries(['accounts'])\n },\n }\n )\n\n const useDeleteValuation = (\n options?: UseMutationOptions>\n ) =>\n useMutation(({ id }: { id: SharedType.Valuation['id'] }) => api.delete(id), {\n onSuccess: (...args) => {\n toast.success(\n `Valuation for ${DateTime.fromJSDate(args[0].date, { zone: 'utc' }).toFormat(\n 'MMM d, yyyy'\n )} deleted!`\n )\n if (options?.onSuccess) options.onSuccess(...args)\n },\n onError: (...args) => {\n toast.error('Failed to delete valuation')\n if (options?.onError) options.onError(...args)\n },\n onSettled: () => {\n invalidateAccountQueries(queryClient)\n },\n })\n\n const useAccountValuations = (\n {\n id,\n start,\n end,\n }: {\n id: Account['id']\n start?: string\n end?: string\n },\n options: Omit<\n UseQueryOptions<\n SharedType.AccountValuationsResponse,\n unknown,\n SharedType.AccountValuationsResponse,\n any[]\n >,\n 'queryKey' | 'queryFn'\n >\n ) => {\n const queryKey = ['accounts', id, 'valuations']\n\n if (start && end) {\n queryKey.push({ start, end } as any)\n }\n\n return useQuery(queryKey, () => api.getValuations(id, start, end), {\n staleTime: staleTimes.valuations,\n ...options,\n })\n }\n\n return {\n useAccountValuations,\n useCreateValuation,\n useUpdateValuation,\n useDeleteValuation,\n }\n}\n" }, { "path": "libs/client/shared/src/components/cards/MaybeCard.tsx", "content": "import { type MouseEvent, type CSSProperties, useRef, useEffect } from 'react'\nimport { animate, motion, useMotionValue, useTransform } from 'framer-motion'\nimport { DateTime } from 'luxon'\nimport classNames from 'classnames'\nimport type { SharedType } from '@maybe-finance/shared'\nimport { LoadingSpinner } from '@maybe-finance/design-system'\n\nconst MaybeCardVariants = {\n default: 'w-full h-full flex items-center justify-center',\n onboarding: 'p-8',\n settings: 'py-12 w-full flex items-center justify-center bg-gray-800',\n}\n\nexport type MaybeCardProps = {\n variant?: keyof typeof MaybeCardVariants\n details?: Omit\n flipped: boolean\n}\n\nconst now = new Date()\n\nexport function MaybeCard({ variant = 'default', details, flipped }: MaybeCardProps) {\n const container = useRef(null)\n const mouseX = useMotionValue(0.5)\n const mouseY = useMotionValue(0.5)\n const rotateX = useTransform(mouseY, [0, 1], ['-15deg', '15deg'])\n const rotateY = useTransform(mouseX, [0, 1], ['15deg', '-15deg'])\n const rotateYOffset = useMotionValue('0deg')\n\n const mouseMove = (e: MouseEvent) => {\n if (!container.current) return\n\n const rect = container.current.getBoundingClientRect()\n animate(mouseX, (e.clientX - rect.left) / rect.width)\n animate(mouseY, (e.clientY - rect.top) / rect.height)\n }\n\n const mouseLeave = () => {\n animate(mouseX, 0.5, { duration: 0.3 })\n animate(mouseY, 0.5, { duration: 0.3 })\n }\n\n useEffect(() => {\n animate(rotateYOffset, flipped ? '180deg' : '0deg', { duration: 0.5 })\n }, [rotateYOffset, flipped])\n\n return (\n \n
    \n {['front', 'back'].map((face) => (\n \n
    \n {/* Logo */}\n
    \n\n {/* Colored Lights */}\n
    \n\n {/* Shine */}\n \n\n {details === undefined ? (\n
    \n \n
    \n ) : face === 'front' ? (\n <>\n \n #{(details?.memberNumber ?? 0).toString().padStart(3, '0')}\n \n \n {details?.name ?? 'Maybe User'}\n \n \n {details?.title ?? <> }\n \n \n Joined{' '}\n {DateTime.fromJSDate(details?.joinDate ?? now).toFormat(\n 'LL.dd.yy'\n )}\n \n \n ) : (\n
    \n
    Your Maybe
    \n
    {details?.maybe}
    \n
    \n )}\n \n \n ))}\n \n \n )\n}\n" }, { "path": "libs/client/shared/src/components/cards/MaybeCardShareModal.tsx", "content": "import { Fragment } from 'react'\nimport { Dialog, Transition } from '@headlessui/react'\nimport { toast } from 'react-hot-toast'\nimport { RiLink, RiTwitterFill } from 'react-icons/ri'\nimport { Button } from '@maybe-finance/design-system'\nimport { MaybeCard, type MaybeCardProps } from './MaybeCard'\n\nexport type MaybeCardShareModalProps = {\n isOpen: boolean\n onClose: () => void\n cardUrl: string\n card: Omit\n}\n\nexport function MaybeCardShareModal({ isOpen, onClose, cardUrl, card }: MaybeCardShareModalProps) {\n return (\n \n \n \n {/* Backdrop */}\n \n \n\n
    \n
    \n \n \n
    \n \n
    \n
    \n onClose()}\n >\n Tweet\n \n \n {\n navigator.clipboard.writeText(cardUrl)\n toast('Link copied to clipboard')\n onClose()\n }}\n >\n Share link\n \n \n
    \n     \n \n
    \n
    \n     \n     \n )\n}\n" }, { "path": "libs/client/shared/src/components/cards/index.ts", "content": "export * from './MaybeCard'\nexport * from './MaybeCardShareModal'\n" }, { "path": "libs/client/shared/src/components/charts/index.ts", "content": "export * as TSeries from './time-series'\n" }, { "path": "libs/client/shared/src/components/charts/time-series/AxisBottom.tsx", "content": "import type { SharedType } from '@maybe-finance/shared'\nimport type { SharedAxisProps } from '@visx/axis'\nimport type { ValidXScaleTypes } from './types'\n\nimport { AxisBottom as VisxAxisBottom } from '@visx/axis'\nimport { DateTime } from 'luxon'\nimport { useChartData } from './BaseChart'\nimport { useMemo } from 'react'\n\ntype Props = {\n interval?: SharedType.TimeSeriesInterval\n}\n\n/** X-axis: shows start, middle, and end dates of domain */\nexport function AxisBottom({\n interval = 'days',\n ...rest\n}: Props & Omit, 'scale'>) {\n const { xScale, height, margin, width } = useChartData()\n\n const ticks = useMemo(() => {\n const start = DateTime.fromJSDate(xScale.invert(0), { zone: 'utc' })\n const end = xScale.invert(width)\n const diff = DateTime.fromJSDate(end, { zone: 'utc' }).diff(start, 'days').days\n const middle = start.plus({ days: diff / 2 }).toJSDate()\n\n return [start.toJSDate(), middle, end]\n }, [width, xScale])\n\n return (\n {\n if (!date) return ''\n const zone = { zone: 'utc' }\n const fmt = interval === 'days' || interval === 'weeks' ? 'MMM d, yyyy' : 'MMM yyyy'\n\n return date instanceof Date\n ? DateTime.fromJSDate(date, zone).toFormat(fmt)\n : DateTime.fromMillis(date?.valueOf(), zone).toFormat(fmt)\n }}\n tickLabelProps={(_data, index, arr) => {\n return {\n fill: 'currentColor',\n textAnchor: index === arr.length - 1 ? 'end' : index === 0 ? 'start' : 'middle',\n verticalAnchor: 'middle',\n fontSize: 12,\n }\n }}\n {...rest}\n />\n )\n}\n" }, { "path": "libs/client/shared/src/components/charts/time-series/AxisLeft.tsx", "content": "import type { SharedAxisProps } from '@visx/axis'\nimport type { ValidYScaleTypes } from './types'\n\nimport { NumberUtil } from '@maybe-finance/shared'\nimport { AxisLeft as VisxAxisLeft } from '@visx/axis'\nimport { useChartData } from './BaseChart'\n\nexport function AxisLeft(props: Omit, 'scale'>) {\n const { y1Scale, margin } = useChartData()\n\n return (\n NumberUtil.format(datum.valueOf(), 'short-currency')}\n tickLabelProps={() => {\n return {\n fill: 'currentColor',\n textAnchor: 'end',\n verticalAnchor: 'middle',\n fontSize: 12,\n }\n }}\n {...props}\n />\n )\n}\n" }, { "path": "libs/client/shared/src/components/charts/time-series/BaseChart.tsx", "content": "import type { ChartContext, ChartData, ChartDataContext, ChartProps, Datum, Spacing } from './types'\n\nimport type { SharedType } from '@maybe-finance/shared'\nimport { DateUtil } from '@maybe-finance/shared'\nimport { GridRows } from '@visx/grid'\nimport { scaleLinear, scaleUtc } from '@visx/scale'\nimport { Line } from '@visx/shape'\nimport mapValues from 'lodash/mapValues'\nimport { createContext, useContext, useMemo } from 'react'\nimport { AxisBottom } from './AxisBottom'\nimport { AxisLeft } from './AxisLeft'\nimport { useTooltip } from './useTooltip'\n\nconst Context = createContext(undefined)\n\nexport const useChartData = () => {\n const ctx = useContext(Context)\n\n if (!ctx) throw new Error('Must place useChartData() inside component')\n\n return ctx\n}\n\nexport function BaseChart({\n children,\n id: chartId,\n width,\n height,\n dateRange,\n series,\n data,\n interval = 'days',\n xAxis,\n y1Axis,\n xScale: _xScale,\n y1Scale: _y1Scale,\n margin,\n padding,\n tooltipOptions,\n renderTooltip,\n}: Omit, 'data' | 'margin' | 'dateRange' | 'renderOverlay'> & {\n data: ChartData\n margin: Spacing\n dateRange: SharedType.DateRange\n} & { width: number; height: number }) {\n if (!Array.isArray(data) && series.some((s) => s.dataKey === undefined)) {\n throw new Error(\n 'When data is provided in key:value format, `dataKey` must be provided for each series'\n )\n }\n\n const enhancedSeries = useMemo(() => {\n return series.map((s) => ({\n ...s,\n isActive: s.isActive ?? true,\n showVariance:\n s.showVariance ?? series.filter((s) => s.isActive ?? true).length > 1\n ? false\n : true,\n }))\n }, [series])\n\n const enhancedData = useMemo(() => {\n if (Array.isArray(data)) {\n return data.map((d) => ({ ...d, dateJS: DateUtil.strToDate(d.date) }))\n }\n\n return mapValues(data, (arr) =>\n arr?.map((d) => ({\n ...d,\n dateJS: DateUtil.strToDate(d.date), // added for convenience\n }))\n )\n }, [data])\n\n // Find min and max y values for all series\n const { minY, maxY } = useMemo(() => {\n const values = enhancedSeries\n .filter((s) => s.isActive)\n .map((s) => {\n return Array.isArray(data)\n ? data.map((d) => s.accessorFn(d))\n : data[s.dataKey!].map((d) => s.accessorFn(d))\n })\n .flat()\n .filter((v): v is number => v != null)\n\n const minY = Math.min(...values)\n const maxY = Math.max(...values)\n\n // Adds % padding if specified (i.e. if max = 100 and padding is 10%, max value is 100 + (100 * 0.10) = 110 units)\n return {\n minY: minY - Math.abs(minY) * (padding?.bottom ?? 0),\n maxY: maxY + Math.abs(maxY) * (padding?.top ?? 0),\n }\n }, [data, enhancedSeries, padding?.bottom, padding?.top])\n\n // Default configurations for scales\n const { y1Scale, xScale } = useMemo(() => {\n // https://observablehq.com/@d3/margin-convention\n const xRange = [margin.left, width - margin.right]\n const yRange = [height - margin.bottom, margin.top]\n\n return {\n y1Scale:\n _y1Scale ??\n scaleLinear({\n domain: [minY, maxY],\n range: yRange,\n nice: true,\n clamp: true,\n }),\n xScale:\n _xScale ??\n scaleUtc({\n domain: [\n DateUtil.strToDate(dateRange.start),\n DateUtil.strToDate(dateRange.end),\n ],\n range: xRange,\n nice: {\n interval: DateUtil.toD3Interval(interval),\n step: interval === 'quarters' ? 3 : 1,\n },\n clamp: true,\n }),\n }\n }, [\n _xScale,\n _y1Scale,\n dateRange.start,\n dateRange.end,\n interval,\n minY,\n maxY,\n height,\n width,\n margin,\n ])\n\n const chartCtx: ChartContext = {\n chartId,\n xScale,\n y1Scale,\n margin,\n width,\n height,\n data: enhancedData,\n series: enhancedSeries,\n }\n\n const {\n tooltipData,\n tooltipLeft,\n tooltipTop,\n tooltipOpen,\n tooltipHandler,\n defaultStyles,\n tooltipPortalRef,\n TooltipWrapper,\n DefaultTooltip,\n } = useTooltip(chartCtx, tooltipOptions)\n\n return (\n \n {/* Important: this is the ref element for tooltips, must be set to relative */}\n \n \n {/* Primary y axis */}\n {y1Axis ?? }\n\n {/* Date axis */}\n {xAxis ?? }\n\n {/* Horizontal, dotted lines at each y value tick mark */}\n \n\n {/* Vertical line for tooltip hover */}\n {tooltipOpen && tooltipData && (\n \n )}\n\n {/* Pass chart context as render props so arbitrary SVG elements can be passed as children and use ctx as inputs */}\n {typeof children === 'function'\n ? children({\n ...chartCtx,\n tooltipOpen,\n tooltipData,\n tooltipLeft,\n tooltipTop,\n })\n : children}\n \n\n {/* Must render tooltip outside of SVG since it renders as div */}\n {tooltipOpen && tooltipData && (\n \n {renderTooltip ? (\n renderTooltip(tooltipData)\n ) : (\n \n )}\n \n )}\n \n \n )\n}\n" }, { "path": "libs/client/shared/src/components/charts/time-series/Chart.tsx", "content": "import type { ChartProps, Datum } from './types'\nimport type { FallbackProps } from 'react-error-boundary'\n\nimport { useMemo } from 'react'\nimport { ParentSize } from '@visx/responsive'\nimport { LoadingChart } from './LoadingChart'\nimport { ErrorBoundary } from 'react-error-boundary'\nimport { BaseChart } from './BaseChart'\n\nimport * as Sentry from '@sentry/react'\n\nconst defaultMargin = { top: 20, left: 75, bottom: 55, right: 10 }\n\nexport function Chart({\n data,\n isLoading,\n isError,\n dateRange,\n margin: _margin,\n renderOverlay,\n ...rest\n}: ChartProps) {\n const margin = useMemo(() => ({ ...defaultMargin, ..._margin }), [_margin])\n\n if (!dateRange?.start || !dateRange?.end) {\n if (!isLoading) {\n console.warn('No date range provided to chart')\n }\n\n return \n }\n\n if (isLoading || isError || renderOverlay != null) {\n return (\n \n )\n }\n\n function ErrorFallback({ resetErrorBoundary: _ }: FallbackProps) {\n return \n }\n\n return (\n // Prevent chart errors from crashing entire UI\n \n {({ width, height }) => {\n if (!width || !height || width <= 0 || height <= 0) return null\n return (\n // Set to relative for error boundary overlay\n
    \n {\n Sentry.captureException(err)\n console.error('Chart crashed', err)\n }}\n >\n \n data={data!} // if not loading or error, assume there is data\n margin={margin}\n width={width}\n height={height}\n isLoading={isLoading}\n isError={isError}\n dateRange={{ start: dateRange.start!, end: dateRange.end! }}\n {...rest}\n />\n \n
    \n )\n }}\n     \n )\n}\n" }, { "path": "libs/client/shared/src/components/charts/time-series/DefaultTooltip.tsx", "content": "import type { SeriesDatum, TooltipOptions } from './types'\n\nimport { NumberUtil } from '@maybe-finance/shared'\nimport { DateTime } from 'luxon'\nimport { useMemo } from 'react'\nimport { useChartData } from './BaseChart'\nimport { tailwindScale } from './colorScales'\nimport classNames from 'classnames'\n\ntype Props = {\n title: TooltipOptions['tooltipTitle']\n}\n\n/**\n * Default tooltip will loop through all of the active series and print the value of the datum\n *\n * This is rendered outside SVG, so wrap in normal div container\n */\nexport function DefaultTooltip({ title: _title }: Props) {\n const { series, data, tooltipData } = useChartData()\n\n const title = useMemo(() => {\n if (!tooltipData) return ''\n if (_title) return _title(tooltipData)\n\n return DateTime.fromISO(tooltipData.date, { zone: 'utc' }).toFormat('MMM dd, yyyy')\n }, [_title, tooltipData])\n\n const seriesWithVariance = useMemo(() => {\n if (!tooltipData) return []\n\n return series\n .filter((s) => s.isActive) // by default, don't show non-active series in the tooltip\n .map(\n ({\n key: seriesKey,\n accessorFn,\n showVariance,\n color,\n dataKey,\n negative,\n ...rest\n }) => {\n const seriesData = Array.isArray(data) ? data : data[dataKey!]\n let trend: SeriesDatum['trend']\n\n const curr = tooltipData.series?.[seriesKey].value\n\n // If enabled, calculate the trend and populate\n if (showVariance && curr && tooltipData) {\n const nonNullValues = seriesData.filter((v) => accessorFn(v) !== undefined)\n\n const first = accessorFn(nonNullValues[0])\n\n if (first) {\n const diff = curr - first\n const percentage = NumberUtil.calculatePercentChange(first, curr)\n\n const up = negative ? 'down' : 'up'\n const down = negative ? 'up' : 'down'\n\n trend = {\n amount: diff,\n percentage,\n direction:\n percentage > 0.01 ? up : percentage < -0.01 ? down : 'flat',\n }\n }\n }\n\n return {\n accessorFn,\n value: curr,\n trend,\n color:\n (color && typeof color === 'function'\n ? tooltipData.series?.[seriesKey]\n ? color(tooltipData.series[seriesKey].originalDatum)\n : tailwindScale('cyan')\n : color) ?? tailwindScale('cyan'),\n ...rest,\n }\n }\n )\n }, [series, tooltipData, data])\n\n if (!title) return null\n\n return (\n
    \n {title}\n\n {seriesWithVariance\n .filter((s) => s.isActive)\n .map((s, idx) => (\n
    \n \n  \n \n {s.label && {s.label}}\n \n {NumberUtil.format(s.value, s.format ?? 'currency')}\n \n {s.trend && (\n \n \n {s.trend.amount && (\n \n {NumberUtil.format(\n s.trend.amount,\n s?.format ?? 'currency',\n {\n signDisplay: 'exceptZero',\n }\n )}\n \n )}\n \n ({NumberUtil.format(s.trend.percentage, 'percent')})\n
    \n )}\n
    \n ))}\n \n )\n}\n" }, { "path": "libs/client/shared/src/components/charts/time-series/FloatingIcon.tsx", "content": "import type { IconType } from 'react-icons'\nimport type { SVGProps } from 'react'\nimport { Circle } from '@visx/shape'\nimport { Fragment } from 'react'\n\ninterface Props extends SVGProps {\n icon: IconType\n iconColor: string\n left: number\n top: number\n\n /* The index of this icon in relation to other icons with the same y coordinate */\n stackIdx: number\n verticalOffset?: number\n}\n\n/** Icon that floats above a chart element */\n// eslint-disable-next-line no-empty-pattern\nexport function FloatingIcon({ left, top, stackIdx, icon: Icon, iconColor, ...rest }: Props) {\n return (\n \n \n \n \n )\n}\n" }, { "path": "libs/client/shared/src/components/charts/time-series/Line.tsx", "content": "import type { Series, TooltipData, TSeriesDatumEnhanced } from './types'\nimport type { SVGProps, ReactNode } from 'react'\n\nimport { useChartData } from './BaseChart'\nimport { AreaClosed, LinePath } from '@visx/shape'\nimport { Group } from '@visx/group'\nimport { GlyphCircle } from '@visx/glyph'\nimport { MultiColorGradient } from './MultiColorGradient'\nimport { ZeroPointGradient } from './ZeroPointGradient'\nimport { useSeries } from './useSeries'\nimport classNames from 'classnames'\n\nexport function Line({\n seriesKey,\n renderGlyph,\n gradientOpacity = 0.2,\n interpolateLineProps,\n ...rest\n}: {\n seriesKey: Series['key']\n\n /* Default line and gradient color class */\n gradientOpacity?: number\n\n /* Overrides the default circle glyph on hover */\n renderGlyph?: (tooltipData: TooltipData, left: number, top: number) => ReactNode\n\n /* SVG LinePath props for the interpolated line */\n interpolateLineProps?: Omit, 'x' | 'y' | 'children'>\n} & Omit, 'x' | 'y' | 'children'>) {\n const { xScale, y1Scale, tooltipLeft, tooltipData } = useChartData()\n\n const {\n data,\n dataKey,\n color,\n accessorFn,\n isActive,\n isDefinedAccessor,\n hasUndefinedSegments,\n lineColor,\n seriesPrefix,\n currentDatum,\n } = useSeries(seriesKey)\n\n if (!isActive) return null\n\n return (\n \n <>\n {/* Displays a dashed line to represent missing data (null, undefined, Infinity, or NaN values) */}\n {hasUndefinedSegments && (\n xScale(datum.dateJS)}\n y={(datum) => {\n const value = accessorFn(datum)\n return y1Scale(value!)\n }}\n className={classNames('fill-transparent stroke-2 opacity-50')}\n stroke={lineColor}\n strokeLinejoin=\"round\"\n {...interpolateLineProps}\n />\n )}\n\n {/* Primary line path */}\n xScale(datum.dateJS)}\n y={(datum) => {\n const value = accessorFn(datum)\n return y1Scale(value ?? 0)\n }}\n className={classNames('fill-transparent stroke-2')}\n stroke={lineColor}\n // Leave a blank space for data gaps (will be represented as dashed stroke above)\n defined={isDefinedAccessor}\n strokeLinejoin=\"round\"\n {...rest}\n />\n\n {gradientOpacity && !hasUndefinedSegments && (\n \n xScale(datum.dateJS)}\n y={(datum) => {\n const value = accessorFn(datum)\n return y1Scale(value ?? 0)\n }}\n fillOpacity={0.5}\n fill={`url(#${seriesPrefix}-zero-point-gradient)`}\n />\n \n \n )}\n\n {/* On hover, this glyph displays over the data point on the line, OR renders a custom glyph */}\n {/* Keep this at bottom to ensure proper stacking context */}\n {tooltipLeft && tooltipData && currentDatum ? (\n renderGlyph ? (\n renderGlyph(tooltipData, tooltipLeft, y1Scale(currentDatum.value))\n ) : (\n \n )\n ) : null}\n\n {/* Multi colored line gradient (optional) */}\n {/* Pass an accessor that evaluates each data point and determines what color to display around that point */}\n {typeof color === 'function' && (\n \n )}\n \n \n )\n}\n" }, { "path": "libs/client/shared/src/components/charts/time-series/LineRange.tsx", "content": "import type { Series, TooltipData } from './types'\nimport type { ReactNode } from 'react'\n\nimport { useMemo } from 'react'\nimport { useChartData } from './BaseChart'\nimport { Group } from '@visx/group'\nimport { LinePath } from '@visx/shape'\nimport { Threshold } from '@visx/threshold'\nimport { curveNatural } from '@visx/curve'\nimport { GlyphCircle } from '@visx/glyph'\nimport { MultiColorGradient } from './MultiColorGradient'\nimport { useSeries } from './useSeries'\n\nexport function LineRange({\n mainSeriesKey,\n lowerSeriesKey,\n upperSeriesKey,\n renderGlyph,\n}: {\n mainSeriesKey: Series['key']\n lowerSeriesKey: Series['key']\n upperSeriesKey: Series['key']\n renderGlyph?: (tooltipData: TooltipData, left: number, top: number) => ReactNode\n}) {\n const { xScale, y1Scale, tooltipData, tooltipLeft, margin, height } = useChartData()\n\n const mainSeries = useSeries(mainSeriesKey)\n\n const lowerSeries = useSeries(lowerSeriesKey)\n const upperSeries = useSeries(upperSeriesKey)\n\n const combinedData = useMemo(() => {\n return mainSeries.data.map((mainSeriesData) => {\n return {\n date: mainSeriesData.date,\n dateJS: mainSeriesData.dateJS,\n mainData: mainSeriesData,\n upperData: upperSeries.data.find((u) => u.date === mainSeriesData.date),\n lowerData: lowerSeries.data.find((l) => l.date === mainSeriesData.date),\n }\n })\n }, [mainSeries, lowerSeries, upperSeries])\n\n if (!mainSeries.isActive) return null\n\n if (\n mainSeries.isActive !== lowerSeries.isActive ||\n mainSeries.isActive !== upperSeries.isActive\n )\n throw new Error('All series in threshold must be active or inactive')\n\n return (\n \n {/* Primary line path */}\n xScale(datum.dateJS)}\n y={(datum) => {\n const value = mainSeries.accessorFn(datum)\n return y1Scale(value ?? 0)\n }}\n className=\"fill-transparent stroke-2\"\n curve={curveNatural}\n stroke={mainSeries.lineColor}\n strokeLinejoin=\"round\"\n />\n\n xScale(datum.dateJS)}\n y0={(datum) =>\n y1Scale((datum.lowerData ? lowerSeries.accessorFn(datum.lowerData) : 0) ?? 0)\n }\n y1={(datum) =>\n y1Scale((datum.upperData ? upperSeries.accessorFn(datum.upperData) : 0) ?? 0)\n }\n // Set to the entire vertical range of the chart (i.e. no clipping)\n clipAboveTo={0}\n clipBelowTo={height - margin.bottom}\n curve={curveNatural}\n className=\"opacity-10\"\n aboveAreaProps={{ fill: mainSeries.lineColor }}\n belowAreaProps={{ fill: mainSeries.lineColor }}\n />\n\n {/* On hover, this glyph displays over the data point on the line, OR renders a custom glyph */}\n {/* Keep this at bottom to ensure proper stacking context */}\n {tooltipData && tooltipLeft && mainSeries.currentDatum ? (\n renderGlyph ? (\n renderGlyph(tooltipData, tooltipLeft, y1Scale(mainSeries.currentDatum.value))\n ) : (\n \n )\n ) : null}\n\n {/* Multi colored line gradient (optional) */}\n {/* Pass an accessor that evaluates each data point and determines what color to display around that point */}\n {typeof mainSeries.color === 'function' && (\n \n )}\n \n )\n}\n" }, { "path": "libs/client/shared/src/components/charts/time-series/LoadingChart.tsx", "content": "import type { Spacing, RenderOverlay } from './types'\n\nimport { Button } from '@maybe-finance/design-system'\nimport { DateUtil } from '@maybe-finance/shared'\nimport { AxisBottom, AxisLeft } from '@visx/axis'\nimport { GridRows } from '@visx/grid'\nimport { ParentSize } from '@visx/responsive'\nimport { scaleLinear, scaleUtc } from '@visx/scale'\nimport { AreaClosed } from '@visx/shape'\nimport { motion } from 'framer-motion'\nimport { DateTime } from 'luxon'\n\ntype Props = {\n margin: Spacing\n renderOverlay?: RenderOverlay\n animate?: boolean\n isError?: boolean\n}\n\nconst dates = DateUtil.generateDailySeries(\n DateTime.utc().toISODate(),\n DateTime.utc().plus({ months: 2 }).toISODate()\n)\n\nconst values = [\n 59, 61, 62, 60, 65, 68, 68, 61, 52, 55, 56, 51, 48, 50, 44, 41, 48, 50, 50, 52, 60, 61, 62, 63,\n 62, 63, 70, 71, 67, 67, 65, 67, 65, 62, 57, 61, 63, 58, 61, 58, 59, 58, 56, 58, 55, 60, 58, 67,\n 71, 76, 74, 78, 77, 79, 75, 79, 79, 81, 87, 89, 88, 89, 90,\n]\n\nconst data = dates.map((date, idx) => ({\n date: DateTime.fromISO(date).toJSDate(),\n value: values[idx],\n}))\n\nexport function LoadingChart({ margin, animate = true, isError = false, renderOverlay }: Props) {\n return (\n \n {({ width, height }) => {\n const xScale = scaleUtc({\n domain: [\n DateTime.fromISO(dates[0]).toJSDate(),\n DateTime.fromISO(dates[dates.length - 1]).toJSDate(),\n ],\n range: [margin.left, width - margin.right],\n })\n const yScale = scaleLinear({\n domain: [0, 100],\n range: [height - margin.bottom, margin.top],\n })\n\n return (\n <>\n {(isError || renderOverlay != null) && (\n \n {renderOverlay != null ? (\n renderOverlay()\n ) : (\n <>\n

    Oops!

    \n

    \n Something went wrong. Try again?\n

    \n \n \n )}\n \n )}\n \n (idx === 0 ? '$0.00' : '∞')}\n tickLabelProps={() => ({\n fill: 'currentColor',\n textAnchor: 'end',\n verticalAnchor: 'middle',\n fontSize: 12,\n })}\n />\n\n \n DateTime.fromJSDate(date as Date).toFormat('MMM d, yyyy')\n }\n tickLabelProps={(_data, index, arr) => {\n return {\n fill: 'currentColor',\n textAnchor:\n index === arr.length - 1\n ? 'end'\n : index === 0\n ? 'start'\n : 'middle',\n verticalAnchor: 'middle',\n fontSize: 12,\n }\n }}\n />\n\n \n\n xScale(datum.date)}\n y={(datum) => yScale(datum.value)}\n className=\"text-gray-700\"\n fill=\"currentColor\"\n />\n\n xScale(datum.date)}\n y={(datum) => yScale(datum.value)}\n fill={\n animate && renderOverlay == null\n ? 'url(#placeholder-gradient)'\n : '#232428'\n }\n />\n\n {/* Animated shine gradient (should match 'bg-shine animate-shine') */}\n \n \n \n \n \n \n \n \n \n )\n }}\n     \n )\n}\n" }, { "path": "libs/client/shared/src/components/charts/time-series/MultiColorGradient.tsx", "content": "import type { AccessorFn } from './types'\n\nimport { LinearGradient } from '@visx/gradient'\nimport { Fragment } from 'react'\nimport { useChartData } from './BaseChart'\n\ntype Props = {\n id: string\n dataKey: string\n accessorFn: AccessorFn\n}\n\nexport function MultiColorGradient({ id, dataKey, accessorFn }: Props) {\n const { data, width, xScale } = useChartData()\n\n const dataArr = Array.isArray(data) ? data : data[dataKey]\n\n return (\n \n {dataArr.map((datum, idx, arr) => {\n if (idx > 0) {\n const currColor = accessorFn(datum)\n const prevColor = accessorFn(arr[idx - 1])\n const prevDate = arr[idx - 1].dateJS\n const offset = xScale(prevDate) / width\n\n if (!Number.isFinite(offset)) return null\n\n /**\n * In order to make \"hard color stops\", there needs to be 2 stops\n * for each color (start, end).\n *\n * Ex: Red line from 0-20%, blue line from 20-100%\n * \n * \n * \n * \n */\n\n return (\n \n \n \n \n )\n } else return null\n })}\n \n )\n}\n" }, { "path": "libs/client/shared/src/components/charts/time-series/PlusCircleGlyph.tsx", "content": "import type { SVGProps } from 'react'\n\nimport { Glyph } from '@visx/glyph'\nimport { Circle, Line } from '@visx/shape'\nimport { Group } from '@visx/group'\n\ninterface Props extends SVGProps {\n left: number\n top: number\n}\n\nexport function PlusCircleGlyph({ left, top, ...rest }: Props) {\n return (\n // Wrap in group to allow click handler\n \n \n \n \n \n \n \n )\n}\n" }, { "path": "libs/client/shared/src/components/charts/time-series/ZeroPointGradient.tsx", "content": "import { LinearGradient } from '@visx/gradient'\nimport { useChartData } from './BaseChart'\n\ntype Props = {\n id: string\n opacity: number\n}\n\n// Vertical gradient that converges towards the \"zero point\"\nexport function ZeroPointGradient({ id, opacity }: Props) {\n const { y1Scale, height } = useChartData()\n\n return (\n \n \n \n \n \n )\n}\n" }, { "path": "libs/client/shared/src/components/charts/time-series/colorScales.ts", "content": "import { scaleOrdinal } from '@visx/scale'\n\nexport const tailwindScale = scaleOrdinal({\n domain: [\n 'white',\n 'gray',\n 'gray-100',\n 'cyan',\n 'red',\n 'teal',\n 'yellow',\n 'blue',\n 'orange',\n 'pink',\n 'grape',\n 'indigo',\n 'green',\n ],\n range: [\n '#F8F9FA',\n '#34363C',\n '#868E96',\n '#3BC9DB',\n '#FF8787',\n '#38D9A9',\n '#FFCA28',\n '#4DABF7',\n '#FFA94D',\n '#F783AC',\n '#DA77F2',\n '#748FFC',\n '#66BB6A',\n ],\n}).unknown('#3BC9DB') // default to cyan\n\nexport const tailwindBgScale = scaleOrdinal({\n domain: ['cyan', 'grape', 'red', 'gray'],\n range: ['#1A282D', '#2A2030', '#2D2125', '#232428'],\n}).unknown('#1A282D') // default to cyan\n" }, { "path": "libs/client/shared/src/components/charts/time-series/index.ts", "content": "export * from './Chart'\nexport * from './types'\nexport * from './FloatingIcon'\nexport * from './Line'\nexport * from './PlusCircleGlyph'\nexport * from './LineRange'\nexport * from './AxisBottom'\nexport * from './AxisLeft'\nexport * from './colorScales'\n" }, { "path": "libs/client/shared/src/components/charts/time-series/types.ts", "content": "import type { SharedType } from '@maybe-finance/shared'\nimport type { ScaleTypeToD3Scale } from '@visx/scale'\nimport type { ReactNode } from 'react'\nimport type { WithChildrenRenderProps } from '../../../types'\nimport type { O } from 'ts-toolbelt'\n\n/**\n * Assumptions\n *\n * - Time series data uses Date in UTC timezone\n * - Accessor fns always return a number for y-axes\n */\n\nexport type Spacing = {\n top: number\n left: number\n bottom: number\n right: number\n}\n\nexport type Datum = Record\n\nexport type TSeriesDatum = {\n date: string\n values: Partial\n}\n\nexport type TSeriesDatumEnhanced = TSeriesDatum & {\n dateJS: Date\n}\n\nexport type AccessorFn = (\n datum: TSeriesDatum\n) => TValue | undefined\n\nexport type Series = {\n key: string\n accessorFn: AccessorFn\n /* hex color value per datum or per series (defaults to cyan) */\n color?: string | AccessorFn\n format?: SharedType.FormatString\n isActive?: boolean\n dataKey?: string /* Required if data is provided in key:value format */\n label?: string /* A user-friendly label shown on default tooltips for this series */\n showVariance?: boolean /* Defaults to false, whether to show a percentage variance for this datum */\n negative?: boolean /* Whether to negate sentiment/colors for changes (up = red, down = green) */\n}\n\nexport type SeriesEnhanced = O.Required<\n Series,\n 'isActive' | 'showVariance'\n>\n\nexport type SeriesDatum = Omit & { color: string } & {\n value?: number | SharedType.Decimal\n trend?: Pick & { amount: number; percentage: number }\n}\n\nexport type TooltipOptions = {\n /**\n * If rendered in portal, will float outside chart bounds, otherwise stays within chart.\n * @see https://airbnb.io/visx/tooltip\n */\n renderInPortal?: boolean\n offsetX?: number\n offsetY?: number\n\n /* If specified, tooltip will snap to this series. Otherwise, it snaps to closest point relative to the cursor. */\n referenceSeriesKey?: Series['key']\n\n /* Specify title for default tooltip component. Defaults to date formatted as MMM dd, yyyy */\n tooltipTitle?: (data: TooltipData) => ReactNode\n}\n\n// For now, assume all charts will have time-based x-axis and linear y-axes that only deal with number values\nexport type ValidXScaleTypes = ScaleTypeToD3Scale['utc']\nexport type ValidYScaleTypes = ScaleTypeToD3Scale['linear']\n\nexport type ChartData =\n | Record[]>\n | TSeriesDatum[]\n\nexport type ChartDataEnhanced =\n | Record[]>\n | TSeriesDatumEnhanced[]\n\nexport type RenderOverlay = () => ReactNode\n\ntype ChartPropsBase = {\n id: string\n isLoading: boolean\n isError: boolean\n series: Series[]\n dateRange: Partial\n data?: ChartData\n xAxis?: ReactNode\n y1Axis?: ReactNode\n xScale?: ValidXScaleTypes\n y1Scale?: ValidYScaleTypes\n interval?: SharedType.TimeSeriesInterval\n margin?: Partial\n padding?: Partial>\n tooltipOptions?: TooltipOptions\n renderTooltip?: (tooltipData: TooltipData) => ReactNode // Default tooltip rendered if not specified\n renderOverlay?: RenderOverlay\n}\n\ntype TooltipSeriesData =\n | Record<\n string,\n {\n originalSeries: SeriesEnhanced\n originalDatum: TSeriesDatumEnhanced\n value: number | null\n }\n >\n | undefined // If series are changed while user is hovering the chart, this will be undefined for a moment\n\nexport type TooltipData = {\n date: string\n dateJS: Date\n series: TooltipSeriesData // original series and datum wrapped under a series key\n values: Array // extracted values in arr format for convenience\n}\n\nexport type ChartContext = {\n /* A unique id for the chart which is used for internal SVG elements to avoid collisions */\n chartId: string\n xScale: ValidXScaleTypes\n y1Scale: ValidYScaleTypes\n margin: Spacing\n width: number\n height: number\n series: SeriesEnhanced[]\n data: ChartDataEnhanced\n}\n\nexport type TooltipContext = {\n tooltipOpen: boolean\n tooltipLeft?: number\n tooltipTop?: number\n tooltipData?: TooltipData\n}\n\nexport type ChartDataContext = ChartContext &\n TooltipContext\n\nexport type ChartProps = WithChildrenRenderProps<\n ChartPropsBase,\n ChartDataContext\n>\n" }, { "path": "libs/client/shared/src/components/charts/time-series/useSeries.ts", "content": "import type { TSeriesDatumEnhanced } from './types'\n\nimport { useCallback, useMemo } from 'react'\nimport { useChartData } from './BaseChart'\nimport { tailwindScale } from './colorScales'\n\nexport function useSeries(seriesKey: string) {\n const { series: chartSeries, data, chartId, tooltipOpen, tooltipData } = useChartData()\n\n const seriesPrefix = useMemo(() => `${chartId}-${seriesKey}`, [chartId, seriesKey])\n\n const series = useMemo(() => {\n const series = chartSeries.find((s) => s.key === seriesKey)\n\n if (!series) throw new Error(`Invalid series key: ${seriesKey}`)\n\n const { accessorFn, color, isActive } = series\n\n return {\n data: Array.isArray(data) ? data : data[series.dataKey!],\n dataKey: series.dataKey!,\n color: color ?? tailwindScale('cyan'), // default to cyan color\n accessorFn,\n isActive: isActive ?? true, // if not specified by chart, series will show\n }\n }, [data, chartSeries, seriesKey])\n\n const isDefinedAccessor = useCallback(\n (datum: TSeriesDatumEnhanced): boolean => {\n return Number.isFinite(series.accessorFn(datum))\n },\n [series]\n )\n\n const hasUndefinedSegments = useMemo(\n () => series.data.filter(isDefinedAccessor).length !== series.data.length,\n [series.data, isDefinedAccessor]\n )\n\n const lineColor = useMemo(\n () =>\n typeof series.color === 'function'\n ? `url(#${seriesPrefix}-color-gradient)`\n : 'currentColor',\n [series.color, seriesPrefix]\n )\n\n const currentDatum = useMemo(() => {\n if (!tooltipData || !tooltipOpen) return null\n const data = tooltipData.series?.[seriesKey]\n if (!data) return null\n\n const value = series.accessorFn(data.originalDatum)\n\n if (value == null) return null\n\n return {\n datum: data.originalDatum,\n value,\n }\n }, [tooltipOpen, tooltipData, seriesKey, series])\n\n return {\n ...series,\n isDefinedAccessor,\n hasUndefinedSegments,\n lineColor,\n seriesPrefix,\n currentDatum,\n }\n}\n" }, { "path": "libs/client/shared/src/components/charts/time-series/useTooltip.ts", "content": "import type { ChartContext, TooltipData, TooltipOptions, TSeriesDatumEnhanced } from './types'\nimport type { PointerEvent } from 'react'\n\nimport { localPoint } from '@visx/event'\nimport {\n TooltipWithBounds,\n useTooltip as useVisxTooltip,\n useTooltipInPortal,\n defaultStyles,\n} from '@visx/tooltip'\nimport { bisector } from 'd3-array'\nimport { useCallback } from 'react'\nimport { DefaultTooltip } from './DefaultTooltip'\n\nfunction getClosestDatum(data: TSeriesDatumEnhanced[], date: Date) {\n const bisect = bisector((d) => d.dateJS).center\n const datumIdx = bisect(data, date)\n\n return data[datumIdx]\n}\n\n/* Wraps Visx tooltip hook with a default handler for all series */\nexport function useTooltip(\n chartContext: Omit,\n options?: TooltipOptions\n) {\n const { height, width, margin, series, xScale, data: chartData, y1Scale } = chartContext\n\n const visxTooltipInPortal = useTooltipInPortal({\n scroll: true,\n detectBounds: true,\n debounce: 200,\n })\n\n const visxTooltip = useVisxTooltip()\n\n const tooltipHandler = useCallback(\n (event: PointerEvent) => {\n // Throw if tooltip config is invalid\n if (\n options &&\n options.referenceSeriesKey &&\n !series.find((s) => s.key === options.referenceSeriesKey)\n ) {\n throw new Error(\n 'Invalid series key specified for tooltip positioning. Make sure series is present in Chart props.'\n )\n }\n\n // Bail early if not able to get mouse coordinates\n const point = localPoint(event)\n if (!point?.x || !point?.y) return\n const { x, y } = point\n\n const cursorDatetime = xScale.invert(x)\n\n // Derived x and y tooltip coordinates\n let cx: number | undefined\n let cy: number | undefined\n\n const datumByKey = series.reduce((prevTooltipDatum, currSeries) => {\n const data = Array.isArray(chartData) ? chartData : chartData[currSeries.dataKey!]\n\n const datum = getClosestDatum(data, cursorDatetime)\n\n if (!datum) {\n return prevTooltipDatum\n }\n\n const datumYValue = currSeries.accessorFn(datum)\n const datumYCoord = datumYValue != null ? y1Scale(datumYValue) : undefined\n\n if (datumYCoord != null) {\n if (\n options?.referenceSeriesKey &&\n currSeries.key === options.referenceSeriesKey\n ) {\n cy = datumYCoord\n } else {\n const distanceFromCursor = Math.abs(y - datumYCoord)\n\n // If this is the closest coordinate so far, set it\n if (!cy || (cy && distanceFromCursor < cy)) {\n cy = datumYCoord\n }\n }\n }\n\n const datumXCoord = xScale(datum.dateJS)\n if (!cx || (cx && datumXCoord < cx)) {\n cx = datumXCoord\n }\n\n return {\n date: datum.date,\n dateJS: datum.dateJS,\n series: {\n ...prevTooltipDatum.series,\n [currSeries.key]: {\n originalSeries: currSeries,\n originalDatum: datum,\n // Always return null values for inactive series\n value: currSeries.isActive ? datumYValue ?? null : null,\n },\n },\n values: [\n ...(prevTooltipDatum.values ?? []),\n\n // Always return null values for inactive series\n currSeries.isActive ? datumYValue ?? null : null,\n ],\n }\n }, {} as TooltipData)\n\n // Tells us whether mouse is within chart and NOT hovering an axis\n const isHoveringInnerChart =\n y < height - margin.bottom &&\n y > margin.top &&\n x > margin.left &&\n x < width - margin.right\n\n if (isHoveringInnerChart && cx && cy) {\n visxTooltip.showTooltip({\n tooltipLeft: cx,\n tooltipTop: cy,\n tooltipData: datumByKey,\n })\n } else {\n visxTooltip.hideTooltip()\n }\n },\n [visxTooltip, height, width, margin, chartData, options, series, xScale, y1Scale]\n )\n\n const TooltipWrapper = options?.renderInPortal\n ? visxTooltipInPortal.TooltipInPortal\n : TooltipWithBounds\n\n return {\n tooltipHandler,\n TooltipWrapper,\n DefaultTooltip,\n tooltipPortalRef: visxTooltipInPortal.containerRef,\n defaultStyles,\n ...visxTooltip,\n }\n}\n" }, { "path": "libs/client/shared/src/components/dialogs/NonUSDDialog.tsx", "content": "import { Button, Dialog } from '@maybe-finance/design-system'\n\nexport interface NonUSDDialogProps {\n isOpen: boolean\n onClose: () => void\n}\n\nexport function NonUSDDialog({ isOpen, onClose }: NonUSDDialogProps) {\n return (\n \n Connection Aborted\n \n

    \n Unfortunately, we're currently only supporting connections to USD accounts\n for the duration of this beta. Once we're out of beta, our goal is to\n support as many institutions, in as many different regions as possible.\n

    \n \n     \n     \n )\n}\n" }, { "path": "libs/client/shared/src/components/dialogs/index.ts", "content": "export * from './NonUSDDialog'\n" }, { "path": "libs/client/shared/src/components/explainers/ExplainerExternalLink.tsx", "content": "import Link from 'next/link'\nimport type { ReactNode } from 'react'\nimport type { IconType } from 'react-icons'\n\nexport type ExplainerExternalLinkProps = {\n icon: IconType\n href: string\n children: ReactNode\n}\n\nexport function ExplainerExternalLink({\n icon: Icon,\n href,\n children,\n}: ExplainerExternalLinkProps): JSX.Element {\n return (\n \n \n {children}\n \n )\n}\n" }, { "path": "libs/client/shared/src/components/explainers/ExplainerInfoBlock.tsx", "content": "import type { ReactNode } from 'react'\n\nexport type ExplainerInfoBlockProps = {\n title: string | ReactNode\n children: ReactNode\n}\n\nexport function ExplainerInfoBlock({ title, children }: ExplainerInfoBlockProps): JSX.Element {\n return (\n
    \n {title}\n
    {children}
    \n
    \n )\n}\n" }, { "path": "libs/client/shared/src/components/explainers/ExplainerPerformanceBlock.tsx", "content": "import classNames from 'classnames'\nimport type { ReactNode } from 'react'\n\nconst variants = {\n teal: {\n color: 'text-teal',\n className: 'from-teal/[0.15]',\n },\n red: {\n color: 'text-red',\n className: 'from-red/[0.1]',\n },\n yellow: {\n color: 'text-yellow',\n className: 'from-yellow/[0.1]',\n },\n}\n\nexport type ExplainerPerformanceBlockProps = {\n variant: keyof typeof variants\n children: ReactNode | ((color: string) => ReactNode)\n}\n\nexport function ExplainerPerformanceBlock({\n variant,\n children,\n}: ExplainerPerformanceBlockProps): JSX.Element {\n return (\n \n {typeof children === 'function' ? children(variants[variant].color) : children}\n \n )\n}\n" }, { "path": "libs/client/shared/src/components/explainers/ExplainerSection.tsx", "content": "import { forwardRef } from 'react'\nimport type { ReactNode, Ref } from 'react'\nimport classNames from 'classnames'\n\nexport type ExplainerSectionProps = {\n title: string | ReactNode\n children: ReactNode\n className?: string\n}\n\nfunction ExplainerSection(\n { title, children, className }: ExplainerSectionProps,\n ref: Ref\n): JSX.Element {\n return (\n
    \n
    {title}
    \n
    {children}
    \n
    \n )\n}\n\nexport default forwardRef(ExplainerSection)\n" }, { "path": "libs/client/shared/src/components/explainers/index.ts", "content": "export * from './ExplainerExternalLink'\nexport * from './ExplainerInfoBlock'\nexport * from './ExplainerPerformanceBlock'\nexport { default as ExplainerSection } from './ExplainerSection'\n" }, { "path": "libs/client/shared/src/components/generic/BoxIcon.tsx", "content": "import type { IconType } from 'react-icons'\n\nimport classNames from 'classnames'\n\nconst Size = {\n sm: 'w-6 h-6 rounded-sm',\n md: 'w-[36px] h-[36px] rounded-lg',\n lg: 'w-12 h-12 rounded-xl',\n}\n\nconst Variant = {\n cyan: 'bg-cyan text-cyan',\n orange: 'bg-orange text-orange',\n teal: 'bg-teal text-teal',\n grape: 'bg-grape text-grape',\n pink: 'bg-pink text-pink',\n yellow: 'bg-yellow text-yellow',\n blue: 'bg-blue text-blue',\n red: 'bg-red text-red',\n indigo: 'bg-indigo text-indigo',\n}\n\nexport type BoxIconVariant = keyof typeof Variant\nexport type BoxIconSize = keyof typeof Size\n\nexport type BoxIconProps = {\n icon: IconType\n variant?: BoxIconVariant\n size?: BoxIconSize\n}\n\nexport function BoxIcon({ icon: Icon, size = 'lg', variant = 'cyan' }: BoxIconProps) {\n return (\n \n \n \n )\n}\n" }, { "path": "libs/client/shared/src/components/generic/Confetti.tsx", "content": "import React, { useRef, useEffect, useCallback, memo } from 'react'\nimport ReactDOM from 'react-dom'\nimport classNames from 'classnames'\nimport { useFrame } from '../../hooks/useFrame'\n\nexport type Particle = {\n color: string\n x: number\n y: number\n width: number\n height: number\n scaleY: number\n rotation: number\n velocityX: number\n velocityY: number\n}\n\nexport type ConfettiProps = {\n /** Number of confetti particles */\n amount?: number\n\n /** Whether to continue respawning particles at the top of the screen */\n respawn?: boolean\n\n /** Array of particle colors */\n colors?: string[]\n\n /** Amount of resistance slowing down horizontal velocity */\n drag?: number\n\n /** Rate at which vertical velocity increases */\n gravity?: number\n\n /** Amount of back-and-forth horizontal motion */\n sway?: number\n\n /** Rate at which particles rotate along their x-axes */\n flutter?: number\n\n /** Whether to randomly rotate particles along their z-axes */\n rotate?: boolean\n\n extendGenerateParticle?: (particle: Particle, context: CanvasRenderingContext2D) => Particle\n renderParticle?: (particle: Particle, context: CanvasRenderingContext2D) => void\n resizeDebounceTimeout?: number\n className?: string\n}\n\nfunction ConfettiBase({\n amount = 100,\n respawn = true,\n colors = ['#4cc9f0', '#4361ee', '#7209b7', '#f12980'],\n drag = 0.05,\n gravity = 0.015,\n sway = 1,\n flutter = 0.05,\n rotate = true,\n extendGenerateParticle,\n renderParticle,\n resizeDebounceTimeout = 250,\n className,\n ...rest\n}: ConfettiProps): JSX.Element {\n const canvasRef = useRef(null)\n\n const particles = useRef([])\n\n const generateParticle = useCallback(\n (context: CanvasRenderingContext2D): Particle => {\n const particle = {\n color: colors[Math.floor(Math.random() * colors.length)],\n x: Math.random() * context.canvas.width,\n y:\n gravity > 0\n ? -Math.random() * context.canvas.height\n : Math.random() * context.canvas.height + context.canvas.height,\n width: Math.random() * 10 + 5,\n height: Math.random() * 10 + 5,\n scaleY: 1,\n rotation: rotate ? Math.random() * 2 * Math.PI : 0,\n velocityX: Math.random() * sway * 50 - sway * 25,\n velocityY: Math.random() * gravity * 500,\n }\n\n return extendGenerateParticle ? extendGenerateParticle(particle, context) : particle\n },\n [colors, gravity, rotate, sway, extendGenerateParticle]\n )\n\n const generateParticles = useCallback(\n (context: CanvasRenderingContext2D, amount: number): Particle[] => {\n const particles: Particle[] = []\n\n for (let i = 0; i < amount; ++i) {\n particles.push(generateParticle(context))\n }\n\n return particles\n },\n [generateParticle]\n )\n\n useFrame((_, rawDeltaTime) => {\n const context = canvasRef.current?.getContext('2d')\n if (!context) return\n\n const deltaTime = rawDeltaTime / 16.7 // Normalize to 60 FPS\n\n context.clearRect(0, 0, context.canvas.width, context.canvas.height)\n particles.current = particles.current.map((particle) => {\n // Slow down x-velocity over time\n particle.velocityX -= particle.velocityX * drag * deltaTime\n\n // Add randomly positive/negative value to make the particle sway\n particle.velocityX += (Math.random() > 0.5 ? 1 : -1) * Math.random() * sway * deltaTime\n\n // Increase y-velocity with gravity\n particle.velocityY += gravity * deltaTime\n\n // Spin/flutter particle as it falls\n particle.scaleY = Math.cos(particle.y * flutter * deltaTime)\n\n particle.x += particle.velocityX * deltaTime\n particle.y += particle.velocityY * deltaTime\n\n const width = particle.width,\n height = particle.height * particle.scaleY\n\n context.save()\n context.translate(particle.x, particle.y)\n context.rotate(particle.rotation)\n context.fillStyle = particle.color\n renderParticle\n ? renderParticle(particle, context)\n : context.fillRect(-width / 2, -height / 2, width, height)\n context.restore()\n\n const buffer = Math.sqrt(Math.pow(width, 2) + Math.pow(height, 2)) / 2\n const outOfBounds =\n gravity > 0 ? particle.y - buffer > context.canvas.height : particle.y + buffer < 0\n\n return respawn && outOfBounds ? generateParticle(context) : particle\n })\n })\n\n const updateCanvasSize = React.useCallback(() => {\n if (canvasRef.current) {\n canvasRef.current.width = window.innerWidth\n canvasRef.current.height = window.innerHeight\n }\n }, [])\n\n // Keep canvas size updated with window\n useEffect(() => {\n updateCanvasSize()\n\n let timeout: number | null = null\n const handleResize = () => {\n timeout !== null && window.clearTimeout(timeout)\n timeout = window.setTimeout(updateCanvasSize, resizeDebounceTimeout)\n }\n\n window.addEventListener('resize', handleResize)\n return () => window.removeEventListener('resize', handleResize)\n }, [resizeDebounceTimeout, updateCanvasSize])\n\n // Generate particles\n useEffect(() => {\n if (canvasRef.current) {\n const context = canvasRef.current?.getContext('2d')\n if (context) particles.current = generateParticles(context, amount)\n }\n }, [amount, generateParticles])\n\n return ReactDOM.createPortal(\n ,\n document.body\n )\n}\n\nexport const Confetti = memo(ConfettiBase)\n" }, { "path": "libs/client/shared/src/components/generic/InfiniteScroll.tsx", "content": "import type { FC, PropsWithChildren } from 'react'\nimport InfiniteScroll from 'react-infinite-scroller'\n\n/**\n * The react-infinite-scroller package is no longer actively maintained and does\n * not expose these props, so restating them here and wrapping the component in a\n * React 18 type-safe way.\n *\n * @see https://github.com/DefinitelyTyped/DefinitelyTyped/pull/56210\n */\nexport type InfiniteScrollProps = {\n /**\n * Name of the element that the component should render as.\n * Defaults to 'div'.\n */\n element?: React.ReactNode | string | undefined\n /**\n * Whether there are more items to be loaded. Event listeners are removed if false.\n * Defaults to false.\n */\n hasMore?: boolean | undefined\n /**\n * Whether the component should load the first set of items.\n * Defaults to true.\n */\n initialLoad?: boolean | undefined\n /**\n * Whether new items should be loaded when user scrolls to the top of the scrollable area.\n * Default to false.\n */\n isReverse?: boolean | undefined\n /**\n * A callback for when more items are requested by the user.\n * Page param is next page index.\n */\n loadMore(page: number): void\n /**\n * The number of the first page to load, with the default of 0, the first page is 1.\n * Defaults to 0.\n */\n pageStart?: number | undefined\n /**\n * The distance in pixels before the end of the items that will trigger a call to loadMore.\n * Defaults to 250.\n */\n threshold?: number | undefined\n /**\n * Proxy to the useCapture option of the added event listeners.\n * Defaults to false.\n */\n useCapture?: boolean | undefined\n /**\n * Add scroll listeners to the window, or else, the component's parentNode.\n * Defaults to true.\n */\n useWindow?: boolean | undefined\n /**\n * Loader component for indicating \"loading more\".\n */\n loader?: React.ReactElement | undefined\n /**\n * Override method to return a different scroll listener if it's not the immediate parent of InfiniteScroll.\n */\n getScrollParent?(): HTMLElement | null\n}\n\nexport default InfiniteScroll as unknown as FC>\n" }, { "path": "libs/client/shared/src/components/generic/InsightGroup.tsx", "content": "import type { PropsWithChildren, ReactNode } from 'react'\nimport type { ClientType } from '../..'\nimport { useLocalStorage } from '../..'\n\nimport { createContext, useMemo, useContext } from 'react'\nimport { Badge, Listbox, LoadingPlaceholder, Tooltip } from '@maybe-finance/design-system'\nimport { RiQuestionLine, RiSettings4Line } from 'react-icons/ri'\nimport { AnimatePresence, motion } from 'framer-motion'\nimport groupBy from 'lodash/groupBy'\nimport random from 'lodash/random'\nimport classNames from 'classnames'\n\nexport type InsightCardOption = {\n id: string\n display: string\n category: string\n tooltip: string\n}\n\nconst InsightGroupContext = createContext<{ selectedInsights: InsightCardOption[] } | undefined>(\n undefined\n)\n\nexport type InsightGroupProps = PropsWithChildren<{\n id: string\n options: InsightCardOption[]\n initialInsights: InsightCardOption['id'][]\n}>\n\nfunction InsightGroup({ id, options, initialInsights, children }: InsightGroupProps) {\n const [selectedInsights, setSelectedInsights] = useLocalStorage(\n `SELECTED_INSIGHTS_GROUP_${id}`,\n initialInsights\n )\n\n /**\n * Returns grouped arrays of insight cards\n *\n * ['key', [, ]]\n */\n const insights = useMemo<[string, InsightCardOption[]][]>(() => {\n const groups: { [key: string]: InsightCardOption[] } = groupBy(options, 'category')\n return Object.entries(groups)\n }, [options])\n\n return (\n selectedInsights.includes(o.id)) }}\n >\n
    \n
    \n
    highlights
    \n \n \n Customize\n \n \n {insights.map(([category, insights]) => (\n
    \n \n {category}\n \n {insights.map((insight) => (\n \n {insight.display}\n \n ))}\n
    \n ))}\n     \n     \n
    \n {selectedInsights.length ? (\n
    \n {children}\n
    \n ) : (\n

    Please select insights to show

    \n )}\n
    \n \n )\n}\n\ntype InsightCardProps = PropsWithChildren<{\n id: string\n isLoading: boolean\n status?: ClientType.MetricStatus\n headerRight?: ReactNode\n placeholder?: ReactNode\n onClick?: () => void\n}>\n\nfunction Card({\n id,\n children,\n isLoading,\n status,\n headerRight,\n placeholder,\n onClick,\n}: InsightCardProps) {\n const ctx = useContext(InsightGroupContext)\n\n if (!ctx) throw new Error('Must use Insight Card within group')\n\n const card = useMemo(() => ctx.selectedInsights.find((insight) => insight.id === id), [ctx, id])\n\n return (\n \n {card && (\n \n
    \n

    {card.display}

    \n {card.tooltip}
    }\n className=\"max-w-[350px]\"\n >\n \n \n \n \n
    \n {status === 'under-construction' ? (\n \n ) : status === 'coming-soon' ? (\n \n ) : (\n headerRight\n )}\n
    \n \n
    \n {!status || status === 'under-construction' ? (\n

    \n We're currently fixing this to make sure we show you accurate\n figures.\n

    \n ) : status === 'active' && !isLoading ? (\n children\n ) : (\n \n
    \n
    \n\n
    \n {placeholder ? (\n placeholder\n ) : (\n <>\n

    {random(10, 100, true).toFixed(2)}

    \n

    Placeholder subtext overlay

    \n \n )}\n
    \n
    \n \n )}\n
    \n \n )}\n \n )\n}\n\nexport default Object.assign(InsightGroup, { Card })\n" }, { "path": "libs/client/shared/src/components/generic/InsightPopout.tsx", "content": "import { Button } from '@maybe-finance/design-system'\nimport type { ReactNode } from 'react'\nimport { RiCloseFill } from 'react-icons/ri'\nimport { usePopoutContext } from '../../providers'\n\nexport type InsightPopoutProps = {\n children: ReactNode\n}\n\nexport function InsightPopout({ children }: InsightPopoutProps) {\n const { close } = usePopoutContext()\n\n return (\n
    \n
    \n \n
    \n
    {children}
    \n
    \n )\n}\n" }, { "path": "libs/client/shared/src/components/generic/ProfileCircle.tsx", "content": "import classNames from 'classnames'\nimport { useUserApi } from '../../api'\n\nconst getProfileInitials = (nameString: string): string => {\n const parts = nameString.split(' ')\n if (parts.length === 1) {\n return parts[0].charAt(0)\n }\n\n return parts[0].charAt(0) + parts[1].charAt(0)\n}\n\nexport type ProfileCircleProps = {\n interactive?: boolean\n className?: string\n}\n\nexport function ProfileCircle({ interactive = true, className }: ProfileCircleProps) {\n const { useProfile } = useUserApi()\n const profile = useProfile()\n\n const firstName = profile.data?.firstName\n const lastName = profile.data?.lastName\n const name = !firstName ? lastName : !lastName ? firstName : `${firstName} ${lastName}`\n\n return (\n \n {getProfileInitials(name ?? 'M')}\n
    \n )\n}\n" }, { "path": "libs/client/shared/src/components/generic/RelativeTime.tsx", "content": "import { useEffect, useState } from 'react'\nimport { DateTime } from 'luxon'\n\nexport default function RelativeTime({ time }: { time: Date | DateTime }) {\n const dateTime = DateTime.isDateTime(time) ? time : DateTime.fromJSDate(time)\n\n const [now, setNow] = useState(DateTime.now())\n\n useEffect(() => {\n const interval = setInterval(() => setNow(DateTime.now()), 60_000)\n return () => clearInterval(interval)\n }, [])\n\n return (\n \n )\n}\n" }, { "path": "libs/client/shared/src/components/generic/TakeoverBackground.tsx", "content": "export function TakeoverBackground({ className }: { className: string }) {\n return (\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n )\n}\n" }, { "path": "libs/client/shared/src/components/generic/Toaster.tsx", "content": "import type { ToastVariant } from '@maybe-finance/design-system'\nimport { Toast } from '@maybe-finance/design-system'\nimport { Toaster as ReactToaster, resolveValue } from 'react-hot-toast'\nimport classNames from 'classnames'\n\nconst toastTypeMap: { [type: string]: ToastVariant } = Object.freeze({\n success: 'success',\n error: 'error',\n})\n\nexport interface ToasterProps {\n mobile: boolean\n sidebarOffset?: string\n}\n\nexport function Toaster({ mobile, sidebarOffset }: ToasterProps) {\n return (\n \n {(toastData) => (\n \n {resolveValue(toastData.message, toastData)}\n \n )}\n \n )\n}\n\nexport default Toaster\n" }, { "path": "libs/client/shared/src/components/generic/TrendBadge.tsx", "content": "import { Badge, type BadgeVariant as BadgeVariantType } from '@maybe-finance/design-system'\nimport type { SharedType } from '@maybe-finance/shared'\nimport { NumberUtil } from '@maybe-finance/shared'\nimport cn from 'classnames'\n\ntype TrendBadgeProps = {\n trend: SharedType.Trend\n negative?: boolean\n badgeSize?: 'sm' | 'md'\n amountSize?: 'sm' | 'md'\n label?: string\n displayAmount?: boolean\n}\n\nconst BadgeVariant = (\n negative: boolean\n): Record => ({\n down: negative ? 'teal' : 'red',\n up: negative ? 'red' : 'teal',\n flat: 'gray',\n})\n\nconst AmountVariant = (negative: boolean): Record => ({\n down: negative ? 'text-teal' : 'text-red',\n up: negative ? 'text-red' : 'text-teal',\n flat: 'text-white',\n})\n\nconst AmountSizeVariant = Object.freeze({\n sm: 'text-sm',\n md: 'text-base',\n})\n\nexport function TrendBadge({\n trend,\n negative = false,\n label,\n badgeSize = 'md',\n amountSize,\n displayAmount = false,\n}: TrendBadgeProps) {\n return (\n
    \n \n {NumberUtil.format(trend.percentage, 'percent', {\n maximumFractionDigits: 2,\n })}\n \n\n {displayAmount && (\n \n {NumberUtil.format(trend.amount, 'currency', {\n minimumFractionDigits: 2,\n maximumFractionDigits: 2,\n signDisplay: 'exceptZero',\n })}\n \n )}\n\n {label && {label}}\n
    \n )\n}\n" }, { "path": "libs/client/shared/src/components/generic/index.ts", "content": "export * from './TrendBadge'\nexport * from './Toaster'\nexport * from './BoxIcon'\nexport * from './small-decimals'\nexport * from './InsightPopout'\nexport * from './TakeoverBackground'\nexport * from './ProfileCircle'\nexport * from './Confetti'\nexport type { InsightCardOption } from './InsightGroup'\nexport { default as InsightGroup } from './InsightGroup'\nexport { default as RelativeTime } from './RelativeTime'\nexport type { InfiniteScrollProps } from './InfiniteScroll'\nexport { default as InfiniteScroll } from './InfiniteScroll'\n" }, { "path": "libs/client/shared/src/components/generic/small-decimals/SmallDecimals.test.tsx", "content": "import { render, screen } from '@testing-library/react'\nimport SmallDecimals from './SmallDecimals'\n\ndescribe('SmallDecimals', () => {\n describe('when using the correct value format', () => {\n it('formats decimals', () => {\n render()\n\n expect(screen.getByTestId('decimals').textContent).toBe('.13')\n })\n })\n describe('when not using the correct value format', () => {\n it('does not apply decimals formatting but render value #1', () => {\n render()\n\n expect(screen.queryByTestId('decimals')).toBeFalsy()\n expect(screen.getByText('something')).toBeTruthy()\n })\n\n it('does not apply decimals formatting but render value #2', () => {\n render()\n\n expect(screen.queryByTestId('decimals')).toBeFalsy()\n expect(screen.getByText('100')).toBeTruthy()\n })\n })\n})\n" }, { "path": "libs/client/shared/src/components/generic/small-decimals/SmallDecimals.tsx", "content": "type SmallDecimalsProps = {\n value?: string\n className?: string\n}\n\nexport const SmallDecimals = ({\n value = '',\n className = 'text-gray-100 text-2xl',\n}: SmallDecimalsProps): JSX.Element => {\n const isValidValue = /(\\.\\d\\d)$/.test(value)\n\n if (!isValidValue) {\n return (\n <>\n {value}\n \n \n )\n }\n\n const [integer, decimal] = value.split('.')\n\n return (\n <>\n {integer}\n \n .{decimal}\n \n \n )\n}\n\nexport default SmallDecimals\n" }, { "path": "libs/client/shared/src/components/generic/small-decimals/index.ts", "content": "export * from './SmallDecimals'\n" }, { "path": "libs/client/shared/src/components/index.ts", "content": "export * from './overlays'\nexport * from './generic'\nexport * from './dialogs'\nexport * from './loaders'\nexport * from './charts'\nexport * from './tables'\nexport * from './explainers'\nexport * from './cards'\n" }, { "path": "libs/client/shared/src/components/loaders/MainContentLoader.tsx", "content": "import { LoadingSpinner } from '@maybe-finance/design-system'\nimport { Overlay } from '../overlays'\n\nexport interface MainContentLoaderProps {\n message?: string\n}\n\nexport function MainContentLoader({ message }: MainContentLoaderProps) {\n return (\n \n
    \n \n {message &&

    {message}

    }\n
    \n     \n )\n}\n" }, { "path": "libs/client/shared/src/components/loaders/index.ts", "content": "export * from './MainContentLoader'\n" }, { "path": "libs/client/shared/src/components/overlays/BlurredContentOverlay.tsx", "content": "import type { PropsWithChildren } from 'react'\nimport { motion } from 'framer-motion'\nimport type { IconType } from 'react-icons'\nimport { Overlay } from './Overlay'\nimport classNames from 'classnames'\n\nexport type BlurredContentOverlayProps = PropsWithChildren<{\n title: string\n icon?: IconType\n className?: string\n}>\n\nexport function BlurredContentOverlay({\n title,\n icon: Icon,\n children,\n className,\n}: BlurredContentOverlayProps) {\n return (\n \n \n \n {Icon && (\n
    \n \n
    \n )}\n

    {title}

    \n
    {children}
    \n \n \n     \n )\n}\n" }, { "path": "libs/client/shared/src/components/overlays/ErrorFallbackOverlay.tsx", "content": "import type { FallbackProps } from 'react-error-boundary'\nimport { Button } from '@maybe-finance/design-system'\nimport { Overlay } from './Overlay'\n\nexport function ErrorFallback({ resetErrorBoundary: _ }: FallbackProps) {\n return (\n \n \n
    \n \"Maybe\n

    Oops! Something went wrong.

    \n \n
    \n \n     \n )\n}\n" }, { "path": "libs/client/shared/src/components/overlays/MainContentOverlay.tsx", "content": "import type { PropsWithChildren } from 'react'\nimport { Button } from '@maybe-finance/design-system'\nimport { Overlay } from './Overlay'\n\nexport type MainContentOverlayProps = PropsWithChildren<{\n title: string\n actionText: string\n onAction: () => void\n}>\n\nexport function MainContentOverlay({\n children,\n title,\n actionText,\n onAction,\n}: MainContentOverlayProps) {\n return (\n \n
    \n

    {title}

    \n
    {children}
    \n \n
    \n     \n )\n}\n" }, { "path": "libs/client/shared/src/components/overlays/Overlay.tsx", "content": "import type { ReactNode } from 'react'\nimport { createPortal } from 'react-dom'\nimport { useLayoutContext } from '../../providers'\n\nexport function Overlay({ children }: { children: ReactNode }) {\n const { overlayContainer } = useLayoutContext()\n\n return overlayContainer?.current ? (\n createPortal(children, overlayContainer.current)\n ) : (\n // eslint-disable-next-line react/jsx-no-useless-fragment\n <>{children}\n )\n}\n" }, { "path": "libs/client/shared/src/components/overlays/index.ts", "content": "export * from './BlurredContentOverlay'\nexport * from './ErrorFallbackOverlay'\nexport * from './MainContentOverlay'\nexport * from './Overlay'\n" }, { "path": "libs/client/shared/src/components/tables/data-table/DataTable.tsx", "content": "import type { TableMeta } from './types'\nimport type { ColumnDef, PaginationState, OnChangeFn } from '@tanstack/react-table'\nimport { useMemo } from 'react'\nimport { getCoreRowModel, useReactTable, flexRender } from '@tanstack/react-table'\nimport { DefaultCell } from './DefaultCell'\nimport { Button } from '@maybe-finance/design-system'\nimport { RiArrowLeftLine, RiArrowRightLine } from 'react-icons/ri'\n\nexport interface DataTableProps {\n data: any[]\n columns: Array>\n mutateFn: TableMeta['mutateFn']\n autoResetPage: boolean\n defaultColumn?: Partial>\n paginationOpts?: {\n pagination: PaginationState\n pageCount: number\n onChange: OnChangeFn\n }\n}\n\nexport function DataTable({\n columns,\n data,\n mutateFn,\n defaultColumn,\n paginationOpts,\n}: DataTableProps) {\n // Properties defined here will be shared across all columns\n const defaultColumnInternal = useMemo>>(\n () => ({\n cell: DefaultCell,\n enableResizing: true,\n minSize: 175,\n ...defaultColumn,\n }),\n [defaultColumn]\n )\n\n const table = useReactTable({\n data,\n columns,\n defaultColumn: defaultColumnInternal,\n getCoreRowModel: getCoreRowModel(),\n meta: { mutateFn } as TableMeta,\n ...(paginationOpts && {\n state: {\n pagination: paginationOpts.pagination,\n },\n manualPagination: true,\n onPaginationChange: paginationOpts.onChange,\n pageCount: paginationOpts.pageCount,\n }),\n })\n\n return (\n
    \n \n \n {table.getHeaderGroups().map((headerGroup) => (\n \n {headerGroup.headers.map((header) => (\n \n {header.isPlaceholder\n ? null\n : flexRender(\n header.column.columnDef.header,\n header.getContext()\n )}\n \n ))}\n \n ))}\n \n\n \n {table.getRowModel().rows.map((row) => (\n \n {row.getVisibleCells().map((cell) => (\n \n {flexRender(cell.column.columnDef.cell, cell.getContext())}\n \n ))}\n \n ))}\n \n
    \n\n {paginationOpts && (\n
    \n table.previousPage()}\n >\n \n Back\n \n \n {table.getState().pagination.pageIndex + 1} / {table.getPageCount()}\n \n table.nextPage()}\n >\n Next\n \n \n
    \n )}\n
    \n )\n}\n" }, { "path": "libs/client/shared/src/components/tables/data-table/DefaultCell.tsx", "content": "import type { CellProps } from './types'\n\nexport function DefaultCell({ getValue }: CellProps) {\n return (\n
    \n

    {getValue()}

    \n
    \n )\n}\n" }, { "path": "libs/client/shared/src/components/tables/data-table/EditableBooleanCell.tsx", "content": "import { useEffect, useState } from 'react'\n\nexport type EditableBooleanCellProps = {\n initialValue: boolean\n onSubmit(value: boolean): void\n}\n\nexport function EditableBooleanCell({ initialValue, onSubmit }: EditableBooleanCellProps) {\n const [value, setValue] = useState(initialValue)\n\n useEffect(() => {\n setValue(initialValue)\n }, [initialValue])\n\n return (\n
    \n onSubmit(e.currentTarget.checked)}\n />\n
    \n )\n}\n" }, { "path": "libs/client/shared/src/components/tables/data-table/EditableCell.tsx", "content": "import type { TableMeta, ColumnMeta, CellProps } from './types'\nimport { useMemo } from 'react'\nimport { EditableStringCell } from './EditableStringCell'\nimport { EditableDateCell } from './EditableDateCell'\nimport { EditableDropdownCell } from './EditableDropdownCell'\nimport { EditableBooleanCell } from './EditableBooleanCell'\n\nexport function EditableCell({ table, row, column, getValue }: CellProps) {\n const tableMeta = useMemo(() => table.options.meta as TableMeta, [table])\n const columnMeta = useMemo(() => column.columnDef.meta as ColumnMeta, [column])\n\n switch (columnMeta?.type) {\n case 'string': {\n return (\n tableMeta.mutateFn(row, column.id, value)}\n />\n )\n }\n case 'date': {\n return (\n tableMeta.mutateFn(row, column.id, value)}\n />\n )\n }\n case 'dropdown': {\n return (\n tableMeta.mutateFn(row, column.id, value)}\n />\n )\n }\n case 'boolean':\n return (\n tableMeta.mutateFn(row, column.id, value)}\n />\n )\n default: {\n throw new Error('Invalid editable cell configuration')\n }\n }\n}\n" }, { "path": "libs/client/shared/src/components/tables/data-table/EditableDateCell.tsx", "content": "import { useCallback } from 'react'\nimport cn from 'classnames'\nimport { DateTime } from 'luxon'\nimport { Controller, useForm } from 'react-hook-form'\nimport { RiCheckLine, RiCloseLine } from 'react-icons/ri'\nimport { PatternFormat } from 'react-number-format'\n\n// This component interacts with date values as strings in the format YYYY-MM-DD\nexport type EditableDateCellProps = {\n initialValue?: string\n onSubmit(value: string): void\n}\n\nexport function EditableDateCell({ initialValue, onSubmit }: EditableDateCellProps) {\n const fromFormattedDate = useCallback((value: string) => {\n return DateTime.fromFormat(value, 'MM / dd / yyyy')\n }, [])\n\n const { control, handleSubmit, reset } = useForm({\n defaultValues: { cellValue: initialValue },\n reValidateMode: 'onSubmit',\n })\n\n return (\n
    \n {\n if (cellValue) {\n onSubmit(fromFormattedDate(cellValue).toFormat('yyyy-MM-dd'))\n }\n })}\n >\n {\n if (!v) return false\n\n const dateObj = fromFormattedDate(v)\n const minDate = DateTime.fromISO('1980-01-01')\n const maxDate = DateTime.local()\n\n if (!dateObj.isValid) return false\n if (dateObj < minDate) return false\n if (dateObj > maxDate) return false\n\n return true\n },\n }}\n render={({ field: { onChange, ...field }, fieldState }) => (\n onChange(v.formattedValue)}\n format=\"## / ## / ####\"\n mask={['M', 'M', 'D', 'D', 'Y', 'Y', 'Y', 'Y']}\n placeholder=\"MM / DD / YYYY\"\n className={cn(\n 'w-full bg-transparent text-base border-0 focus:ring-0',\n fieldState.invalid && 'text-red'\n )}\n autoComplete=\"off\"\n />\n )}\n />\n\n
    \n {\n reset({ cellValue: initialValue })\n e.currentTarget.blur()\n }}\n >\n \n \n \n
    \n \n
    \n )\n}\n" }, { "path": "libs/client/shared/src/components/tables/data-table/EditableDropdownCell.tsx", "content": "import type { Modifier } from 'react-popper'\nimport { useEffect, useMemo, useState } from 'react'\nimport { Listbox } from '@headlessui/react'\nimport cn from 'classnames'\nimport { RiArrowDownSLine } from 'react-icons/ri'\nimport { usePopper } from 'react-popper'\n\nexport type EditableDropdownCellProps = {\n initialValue: string\n options: string[]\n onSubmit: (value: string) => void\n formatFn?: (option: string) => string\n}\n\nexport function EditableDropdownCell({\n initialValue,\n options,\n onSubmit,\n formatFn,\n}: EditableDropdownCellProps) {\n const [value, setValue] = useState(initialValue)\n\n const popperSameWidth = useMemo>(\n () => ({\n name: 'sameWidth',\n enabled: true,\n phase: 'beforeWrite',\n requires: ['computeStyles'],\n fn: ({ state }) => {\n state.styles.popper.width = `${state.rects.reference.width}px`\n },\n effect: ({ state }) => {\n state.elements.popper.style.width = `${\n (state.elements.reference as HTMLElement).offsetWidth\n }px`\n },\n }),\n []\n )\n\n useEffect(() => {\n setValue(initialValue)\n }, [initialValue])\n\n const [referenceElement, setReferenceElement] = useState()\n const [popperElement, setPopperElement] = useState()\n const { styles, attributes } = usePopper(referenceElement, popperElement, {\n placement: 'bottom-start',\n modifiers: [popperSameWidth],\n })\n\n return (\n
    \n {\n setValue(value)\n onSubmit(value)\n }}\n >\n \n {formatFn ? formatFn(value) : value}\n \n \n\n \n {options.map((option) => (\n \n {({ selected }) => (\n \n {formatFn ? formatFn(option) : option}\n \n )}\n \n ))}\n \n \n
    \n )\n}\n" }, { "path": "libs/client/shared/src/components/tables/data-table/EditableStringCell.tsx", "content": "import { useEffect, useState } from 'react'\nimport { RiCheckLine, RiCloseLine } from 'react-icons/ri'\n\nexport type EditableStringCellProps = {\n initialValue: string\n onSubmit: (value: string) => void\n}\n\nexport function EditableStringCell({ initialValue, onSubmit }: EditableStringCellProps) {\n const [value, setValue] = useState(initialValue)\n\n useEffect(() => {\n setValue(initialValue)\n }, [initialValue])\n\n return (\n
    \n
    \n setValue(e.target.value)}\n />\n\n
    \n {\n setValue(initialValue)\n e.currentTarget.blur()\n }}\n >\n \n \n {\n onSubmit(value)\n e.currentTarget.blur()\n }}\n >\n \n \n
    \n
    \n
    \n )\n}\n" }, { "path": "libs/client/shared/src/components/tables/data-table/index.ts", "content": "export * from './DataTable'\nexport * from './DefaultCell'\nexport * from './EditableStringCell'\nexport * from './EditableDropdownCell'\nexport * from './EditableDateCell'\nexport * from './EditableCell'\nexport * as TableType from './types'\n" }, { "path": "libs/client/shared/src/components/tables/data-table/types.ts", "content": "import type { Cell, Column, Row, Table } from '@tanstack/react-table'\n\nexport type TableMeta = {\n mutateFn: (row: Row, key: string, value: any) => void\n}\n\nexport type ColumnMeta =\n | {\n type: 'string' | 'date' | 'boolean'\n }\n | {\n type: 'dropdown'\n options: string[] | ((row: Row) => string[])\n formatFn?: (option: string) => string\n }\n | undefined\n\nexport type CellProps = {\n table: Table\n row: Row\n column: Column\n cell: Cell\n getValue: () => any\n}\n" }, { "path": "libs/client/shared/src/components/tables/index.ts", "content": "export * from './data-table'\n" }, { "path": "libs/client/shared/src/hooks/index.ts", "content": "export * from './useAxiosWithAuth'\nexport * from './useDebounce'\nexport * from './useInterval'\nexport * from './useLastUpdated'\nexport * from './useLocalStorage'\nexport * from './useLogger'\nexport * from './useQueryParam'\nexport * from './useScreenSize'\nexport * from './useAccountNotifications'\nexport * from './useTeller'\nexport * from './useProviderStatus'\nexport * from './useModalManager'\n" }, { "path": "libs/client/shared/src/hooks/useAccountNotifications.ts", "content": "import { useMemo } from 'react'\nimport { useAccountApi } from '../api'\n\nexport function useAccountNotifications() {\n const { useAccounts } = useAccountApi()\n const accountsQuery = useAccounts()\n\n const accountsNotification = useMemo(() => {\n if (!accountsQuery.data) return null\n\n if (accountsQuery.data.connections.some((connection) => connection.status === 'ERROR')) {\n return 'error'\n }\n\n if (\n accountsQuery.data.connections.some(\n (connection) => connection.plaidNewAccountsAvailable\n )\n ) {\n return 'update'\n }\n\n return null\n }, [accountsQuery])\n\n return accountsNotification\n}\n" }, { "path": "libs/client/shared/src/hooks/useAxiosWithAuth.ts", "content": "import { useContext } from 'react'\nimport { AxiosContext, type AxiosContextValue } from '../providers/AxiosProvider'\n\nexport const useAxiosWithAuth: () => AxiosContextValue = () => {\n const axiosInstance = useContext(AxiosContext)\n\n if (!axiosInstance) {\n throw new Error('Axios provider configured incorrectly')\n }\n\n return axiosInstance\n}\n" }, { "path": "libs/client/shared/src/hooks/useDebounce.ts", "content": "import { useEffect, useState } from 'react'\n\n/**\n * Returns a value updated to match the provided value after it hasn't changed for the specified delay\n */\nexport function useDebounce(value: T, delayMilliseconds: number) {\n const [debouncedValue, setDebouncedValue] = useState(value)\n\n useEffect(() => {\n const timeout = setTimeout(() => {\n setDebouncedValue(value)\n }, delayMilliseconds)\n\n return () => clearTimeout(timeout)\n }, [value, delayMilliseconds])\n\n return debouncedValue\n}\n" }, { "path": "libs/client/shared/src/hooks/useFrame.ts", "content": "import { useEffect, useRef } from 'react'\n\nexport function useFrame(callback: (time: DOMHighResTimeStamp, deltaTime: number) => void) {\n const frameRequest = useRef()\n const previousTimeRef = useRef()\n\n const animate = (time: DOMHighResTimeStamp) => {\n if (previousTimeRef.current !== undefined) {\n const deltaTime = time - previousTimeRef.current\n callback(time, deltaTime)\n }\n previousTimeRef.current = time\n frameRequest.current = requestAnimationFrame(animate)\n }\n\n useEffect(() => {\n frameRequest.current = requestAnimationFrame(animate)\n return () => {\n if (frameRequest.current !== undefined) cancelAnimationFrame(frameRequest.current)\n }\n // eslint-disable-next-line react-hooks/exhaustive-deps\n }, [])\n}\n" }, { "path": "libs/client/shared/src/hooks/useInterval.ts", "content": "import { useEffect, useLayoutEffect, useRef } from 'react'\n\nexport function useInterval(callback: () => any, delay?: number | false | null) {\n const savedCallback = useRef(callback)\n\n // remember the latest callback if it changes.\n useLayoutEffect(() => {\n savedCallback.current = callback\n }, [callback])\n\n useEffect(() => {\n // don't schedule if no delay is specified\n if (!delay) return\n\n const id = setInterval(() => savedCallback.current(), delay)\n return () => clearInterval(id)\n }, [delay])\n}\n" }, { "path": "libs/client/shared/src/hooks/useLastUpdated.ts", "content": "import { DateTime } from 'luxon'\nimport { useEffect, useState } from 'react'\n\nexport const useLastUpdated: (lastUpdated?: DateTime | Date, showPrefix?: boolean) => string = (\n lastUpdated,\n showPrefix = true\n) => {\n const lastUpdatedNormalized = DateTime.isDateTime(lastUpdated)\n ? lastUpdated\n : lastUpdated\n ? DateTime.fromJSDate(lastUpdated)\n : null\n\n const [lastUpdateString, setLastUpdateString] = useState(lastUpdatedNormalized?.toRelative())\n\n useEffect(() => {\n const initialVal = lastUpdatedNormalized?.toRelative()\n setLastUpdateString(\n initialVal === '0 seconds ago'\n ? 'just now'\n : lastUpdatedNormalized?.toRelative() ?? 'Never'\n )\n\n const intervalRef = setInterval(() => {\n setLastUpdateString(lastUpdatedNormalized?.toRelative() ?? 'Never')\n }, 60000)\n\n return () => clearInterval(intervalRef)\n }, [lastUpdatedNormalized])\n\n return (showPrefix ? 'Updated ' : '') + lastUpdateString || ''\n}\n" }, { "path": "libs/client/shared/src/hooks/useLocalStorage.ts", "content": "import type { Dispatch, SetStateAction } from 'react'\nimport { useEffect, useState } from 'react'\n\nexport function useLocalStorage(key: string, initialValue: T): [T, Dispatch>] {\n const [value, setValue] = useState(() => {\n if (typeof window !== 'undefined') {\n try {\n const storedValue = localStorage.getItem(key)\n\n if (storedValue) {\n return JSON.parse(storedValue)\n }\n } catch (e) {\n console.warn(`Failed to get ${key} from local storage`, e)\n }\n }\n\n return initialValue\n })\n\n useEffect(() => {\n if (typeof window !== 'undefined') {\n try {\n localStorage.setItem(key, JSON.stringify(value))\n } catch (e) {\n console.warn(`Failed to set ${key} in local storage`, e)\n }\n }\n }, [key, value])\n\n return [value, setValue]\n}\n" }, { "path": "libs/client/shared/src/hooks/useLogger.ts", "content": "import { useContext } from 'react'\nimport { LogProviderContext } from '../providers/LogProvider'\n\nexport const useLogger = () => {\n const logger = useContext(LogProviderContext)\n\n if (!logger) {\n throw new Error('Logger configured incorrectly')\n }\n\n return logger.logger\n}\n" }, { "path": "libs/client/shared/src/hooks/useModalManager.ts", "content": "import { createContext, useContext } from 'react'\n\nexport type ModalKey = 'linkAccounts'\nexport type ModalManagerAction =\n | { type: 'open'; key: ModalKey; props: any }\n | { type: 'close'; key: ModalKey }\nexport type ModalManagerContext = {\n dispatch(action: ModalManagerAction): void\n}\nexport const ModalManagerContext = createContext(null)\n\nexport function useModalManager() {\n const ctx = useContext(ModalManagerContext)\n\n if (!ctx) throw new Error('useModalManager must be used from within ')\n\n return ctx\n}\n" }, { "path": "libs/client/shared/src/hooks/useProviderStatus.ts", "content": "import { useState } from 'react'\n\nexport function useProviderStatus() {\n const [isCollapsed, setIsCollapsed] = useState(false)\n\n return {\n isCollapsed,\n statusMessage: '',\n dismiss: () => setIsCollapsed(true),\n expand: () => setIsCollapsed(false),\n }\n}\n" }, { "path": "libs/client/shared/src/hooks/useQueryParam.ts", "content": "import { DateTime } from 'luxon'\nimport { useRouter } from 'next/router'\n\nexport function useQueryParam(key: string, type: 'string'): string | undefined\nexport function useQueryParam(key: string, type: 'string[]'): string[]\nexport function useQueryParam(key: string, type: 'number'): number | undefined\nexport function useQueryParam(key: string, type: 'date'): Date | undefined\nexport function useQueryParam(key: string, type: 'boolean'): boolean\nexport function useQueryParam(\n key: string,\n type: 'string' | 'string[]' | 'number' | 'date' | 'boolean'\n): string | string[] | number | Date | boolean | undefined {\n const { query, isReady } = useRouter()\n\n if (!isReady) return undefined\n\n const value = query[key]\n\n switch (type) {\n case 'string':\n return Array.isArray(value) ? value[0] : value\n case 'string[]':\n return Array.isArray(value) ? value : value ? [value] : []\n case 'number':\n if (!value || typeof value !== 'string') return undefined\n return value ? parseInt(value) : undefined\n case 'date': {\n if (!value || typeof value !== 'string') return undefined\n const date = DateTime.fromISO(value)\n return date.isValid ? date.toISODate() : undefined\n }\n case 'boolean':\n if (!value || typeof value !== 'string') return false\n return value ? ['y', 'yes', 'true', '1'].includes(value.toLowerCase().trim()) : false\n default:\n throw Error(`unhandled param type: ${type}`)\n }\n}\n" }, { "path": "libs/client/shared/src/hooks/useScreenSize.ts", "content": "import { useMediaQuery } from 'react-responsive'\n\n// Starting very simple, will likely add a Tablet designation in the future\nexport enum SCREEN {\n MOBILE = 'MOBILE',\n DESKTOP = 'DESKTOP',\n}\n\nexport const useScreenSize = (cb?: () => void): SCREEN => {\n // TODO: find a way to get breakpoint from Tailwind config\n const isDesktop = useMediaQuery({ query: `(min-width: 1024px)` }, undefined, cb)\n\n return isDesktop ? SCREEN.DESKTOP : SCREEN.MOBILE\n}\n" }, { "path": "libs/client/shared/src/hooks/useTeller.ts", "content": "import { useEffect, useState } from 'react'\nimport * as Sentry from '@sentry/react'\nimport type { Logger } from '../providers/LogProvider'\nimport toast from 'react-hot-toast'\nimport { useAccountContext } from '../providers'\nimport { useTellerApi } from '../api'\nimport type {\n TellerConnectEnrollment,\n TellerConnectFailure,\n TellerConnectOptions,\n TellerConnectInstance,\n} from 'teller-connect-react'\nimport useScript from 'react-script-hook'\ntype TellerEnvironment = 'sandbox' | 'development' | 'production' | undefined\ntype TellerAccountSelection = 'disabled' | 'single' | 'multiple' | undefined\nconst TC_JS = 'https://cdn.teller.io/connect/connect.js'\n\n// Create the base configuration for Teller Connect\nexport const useTellerConfig = (logger: Logger) => {\n return {\n applicationId: process.env.NEXT_PUBLIC_TELLER_APP_ID ?? 'ADD_TELLER_APP_ID',\n environment: (process.env.NEXT_PUBLIC_TELLER_ENV as TellerEnvironment) ?? 'sandbox',\n selectAccount: 'disabled' as TellerAccountSelection,\n onInit: () => {\n logger.debug(`Teller Connect has initialized`)\n },\n onSuccess: {},\n onExit: () => {\n logger.debug(`Teller Connect exited`)\n },\n onFailure: (failure: TellerConnectFailure) => {\n logger.error(`Teller Connect exited with error`, failure)\n Sentry.captureEvent({\n level: 'error',\n message: 'TELLER_CONNECT_ERROR',\n tags: {\n 'teller.error.code': failure.code,\n 'teller.error.message': failure.message,\n },\n })\n },\n } as TellerConnectOptions\n}\n\n// Custom implementation of useTellerHook to handle institution id being passed in\nexport const useTellerConnect = (options: TellerConnectOptions, logger: Logger) => {\n const { useHandleEnrollment } = useTellerApi()\n const handleEnrollment = useHandleEnrollment()\n const { setAccountManager } = useAccountContext()\n const [loading, error] = useScript({\n src: TC_JS,\n checkForExisting: true,\n })\n\n const [teller, setTeller] = useState(null)\n const [iframeLoaded, setIframeLoaded] = useState(false)\n\n const createTellerInstance = (institutionId: string) => {\n return createTeller(\n {\n ...options,\n onSuccess: async (enrollment: TellerConnectEnrollment) => {\n logger.debug('User enrolled successfully')\n try {\n await handleEnrollment.mutateAsync({\n institution: {\n id: institutionId!,\n name: enrollment.enrollment.institution.name,\n },\n enrollment,\n })\n } catch (error) {\n toast.error(`Failed to add account`)\n }\n },\n institution: institutionId,\n onInit: () => {\n setIframeLoaded(true)\n options.onInit && options.onInit()\n },\n },\n window.TellerConnect.setup\n )\n }\n\n useEffect(() => {\n if (loading) {\n return\n }\n\n if (!options.applicationId) {\n return\n }\n\n if (error || !window.TellerConnect) {\n console.error('Error loading TellerConnect:', error)\n return\n }\n\n if (teller != null) {\n teller.destroy()\n }\n\n return () => teller?.destroy()\n }, [\n loading,\n error,\n options.applicationId,\n options.enrollmentId,\n options.connectToken,\n options.products,\n ])\n\n const ready = teller != null && (!loading || iframeLoaded)\n\n const logIt = () => {\n if (!options.applicationId) {\n console.error('teller-connect-react: open() called without a valid applicationId.')\n }\n }\n\n return {\n error,\n ready,\n open: (institutionId: string) => {\n logIt()\n const tellerInstance = createTellerInstance(institutionId)\n tellerInstance.open()\n setAccountManager({ view: 'idle' })\n },\n }\n}\n\ninterface ManagerState {\n teller: TellerConnectInstance | null\n open: boolean\n}\n\nexport const createTeller = (\n config: TellerConnectOptions,\n creator: (config: TellerConnectOptions) => TellerConnectInstance\n) => {\n const state: ManagerState = {\n teller: null,\n open: false,\n }\n\n if (typeof window === 'undefined' || !window.TellerConnect) {\n throw new Error('TellerConnect is not loaded')\n }\n\n state.teller = creator({\n ...config,\n onExit: () => {\n state.open = false\n config.onExit && config.onExit()\n },\n })\n\n const open = () => {\n if (!state.teller) {\n return\n }\n\n state.open = true\n state.teller.open()\n }\n\n const destroy = () => {\n if (!state.teller) {\n return\n }\n\n state.teller.destroy()\n state.teller = null\n }\n\n return {\n open,\n destroy,\n }\n}\n" }, { "path": "libs/client/shared/src/index.ts", "content": "export * from './hooks'\nexport * from './providers'\nexport * from './components'\nexport * from './api'\nexport * as ClientType from './types'\nexport * as BrowserUtil from './utils'\n" }, { "path": "libs/client/shared/src/providers/AccountContextProvider.tsx", "content": "import type { SetStateAction, Dispatch, ReactNode, PropsWithChildren } from 'react'\nimport type { SharedType } from '@maybe-finance/shared'\nimport type { DateRange } from '@maybe-finance/design-system'\nimport { createContext, useState, useContext } from 'react'\nimport { DateTime } from 'luxon'\nimport type { AccountCategory } from '@prisma/client'\n\nexport type AccountValuationFields = {\n startDate: string | null\n originalBalance: number | null\n currentBalance: number | null\n}\n\n// Stock\nexport type StockValuationFields = {\n startDate: string | null\n originalBalance: number | null\n shares: number | null\n}\n\ntype StockMetadataValues = {\n account_id: number | null\n stock: string | null\n}\n\nexport type UpdateStockFields = StockMetadataValues & StockValuationFields\n\n// Property\ntype PropertyMetadataValues = {\n line1: string\n city: string\n state: string\n country: string\n zip: string\n}\nexport type CreatePropertyFields = PropertyMetadataValues & AccountValuationFields\nexport type UpdatePropertyFields = PropertyMetadataValues\n\n// Vehicle\ntype VehicleValues = { make: string; model: string; year: string }\n\nexport type CreateVehicleFields = VehicleValues & AccountValuationFields\nexport type UpdateVehicleFields = VehicleValues\n\n// Other\ntype AssetValues = { name: string; categoryUser: AccountCategory }\nexport type CreateAssetFields = AssetValues & AccountValuationFields\nexport type UpdateAssetFields = AssetValues\n\n// Loan\ntype LiabilityValues = { name: string; categoryUser: AccountCategory }\ntype LoanValues = {\n name: string\n maturityDate: string\n interestType: SharedType.Loan['interestRate']['type'] | null\n loanType: SharedType.Loan['loanDetail']['type'] | null\n interestRate: number | null\n}\nexport type CreateLiabilityFields = LiabilityValues & LoanValues & AccountValuationFields\nexport type UpdateLiabilityFields = CreateLiabilityFields\n\ntype AccountManager =\n | { view: 'idle' }\n | { view: 'add-teller' }\n | { view: 'add-account' }\n | { view: 'add-property'; defaultValues: Partial }\n // STOCKTODO - Create the necessary stock types here\n | { view: 'add-stock'; defaultValues: Partial }\n | { view: 'add-vehicle'; defaultValues: Partial }\n | { view: 'add-asset'; defaultValues: Partial }\n | { view: 'add-liability'; defaultValues: Partial }\n | { view: 'edit-account'; accountId: number }\n | { view: 'delete-account'; accountId: number; accountName: string; onDelete?: () => void }\n | { view: 'custom'; component: ReactNode }\n\nexport interface AccountContext {\n accountManager: AccountManager\n setAccountManager: Dispatch>\n addAccount(): void\n editAccount(account: SharedType.Account): void\n deleteAccount(account: SharedType.Account, onDelete?: () => void): void\n dateRange: DateRange\n setDateRange(newDateRange: DateRange | ((prevDateRange: DateRange) => DateRange)): void\n}\n\nexport const AccountContext = createContext(undefined)\n\nexport function useAccountContext() {\n const context = useContext(AccountContext)\n\n if (!context) {\n throw new Error('useAccountContext() must be used within ')\n }\n\n return context\n}\n\nexport function AccountContextProvider({ children }: PropsWithChildren<{}>) {\n const [accountManager, setAccountManager] = useState({\n view: 'idle',\n })\n\n // Homepage and sidebar shared date range (defaults to \"Prior month\")\n const [dateRange, setDateRange] = useState({\n start: DateTime.now().minus({ days: 30 }).toISODate(),\n end: DateTime.now().toISODate(),\n })\n\n return (\n setAccountManager({ view: 'add-account' }),\n editAccount: (account) =>\n setAccountManager({ view: 'edit-account', accountId: account.id }),\n deleteAccount: (account, onDelete) =>\n setAccountManager({\n view: 'delete-account',\n accountId: account.id,\n accountName: account.name,\n onDelete,\n }),\n }}\n >\n {children}\n \n )\n}\n" }, { "path": "libs/client/shared/src/providers/AxiosProvider.tsx", "content": "import type { AxiosInstance, AxiosRequestConfig, AxiosResponse } from 'axios'\nimport type { SharedType } from '@maybe-finance/shared'\nimport { superjson } from '@maybe-finance/shared'\nimport { createContext, type PropsWithChildren, useMemo } from 'react'\nimport Axios from 'axios'\n\ntype CreateInstanceOptions = {\n getToken?: () => Promise\n axiosOptions?: AxiosRequestConfig\n serialize?: boolean\n deserialize?: boolean\n}\n\nexport type AxiosContextValue = {\n defaultBaseUrl: string\n axios: AxiosInstance\n createInstance: (options?: CreateInstanceOptions) => AxiosInstance\n}\n\nexport const AxiosContext = createContext(undefined)\n\n// Factory fn to create an instance for ad-hoc request types (e.g. multipart/form-data)\nfunction createInstance(options?: CreateInstanceOptions) {\n const instance = Axios.create(options?.axiosOptions)\n\n instance.interceptors.request.use(async (config) => {\n if (options?.getToken) {\n const token = await options.getToken()\n\n if (token) {\n if (config.headers) {\n config.headers.Authorization = `Bearer ${token}`\n }\n\n // For local testing convenience\n if (process.env.NODE_ENV === 'development') {\n ;(window as any).JWT = token\n }\n }\n }\n\n if (options?.serialize) {\n return { ...config, data: superjson.serialize(config.data) }\n } else {\n return config\n }\n })\n\n if (options?.deserialize) {\n instance.interceptors.response.use((response: AxiosResponse) => {\n if (response.data) {\n const payload = response.data\n\n if ('data' in payload) {\n return { ...response, data: superjson.deserialize(payload.data) }\n } else {\n // Don't deserialize an error response\n return response\n }\n } else {\n // Don't deserialize a No Content response (i.e. 204)\n return response\n }\n })\n }\n\n return instance\n}\n\nexport function AxiosProvider({ children, baseUrl }: PropsWithChildren<{ baseUrl?: string }>) {\n const API_URL = baseUrl || 'http://localhost:3333'\n\n // Expose a default instance with auth, superjson, headers\n const defaultInstance = useMemo(() => {\n const defaultHeaders = {\n 'Content-Type': 'application/json',\n 'Access-Control-Allow-Credentials': true,\n }\n return createInstance({\n axiosOptions: {\n baseURL: `${API_URL}/v1`,\n headers: defaultHeaders,\n withCredentials: true,\n },\n serialize: true,\n deserialize: true,\n })\n }, [API_URL])\n\n return (\n \n {children}\n \n )\n}\n" }, { "path": "libs/client/shared/src/providers/LayoutContextProvider.tsx", "content": "import type { PropsWithChildren, RefObject } from 'react'\nimport { createContext, useContext } from 'react'\n\nconst LayoutContext = createContext<{ overlayContainer: RefObject | undefined }>({\n overlayContainer: undefined,\n})\n\nexport function useLayoutContext() {\n return useContext(LayoutContext)\n}\n\nexport function LayoutContextProvider({\n overlayContainer,\n children,\n}: PropsWithChildren<{\n overlayContainer: RefObject\n}>) {\n return {children}\n}\n" }, { "path": "libs/client/shared/src/providers/LogProvider.tsx", "content": "import type { PropsWithChildren } from 'react'\nimport { createContext } from 'react'\n\nexport type Logger = Pick\n\nexport const LogProviderContext = createContext<{ logger: Logger }>({ logger: console })\n\nexport function LogProvider({ logger, children }: PropsWithChildren<{ logger: Logger }>) {\n return {children}\n}\n" }, { "path": "libs/client/shared/src/providers/PopoutProvider.tsx", "content": "import type { PropsWithChildren, ReactNode } from 'react'\nimport { createContext, useContext, useState } from 'react'\n\nexport interface PopoutContext {\n popoutContents: ReactNode | null\n open(component: ReactNode | null): void\n close(): void\n}\n\nexport const PopoutContext = createContext(undefined)\n\nexport function usePopoutContext() {\n const context = useContext(PopoutContext)\n\n if (!context) throw new Error('usePopoutContext() must be used within ')\n\n return context\n}\n\nexport function PopoutProvider({ children }: PropsWithChildren<{}>) {\n const [popoutContents, setPopoutContents] = useState(null)\n\n return (\n setPopoutContents(null),\n }}\n >\n {children}\n \n )\n}\n" }, { "path": "libs/client/shared/src/providers/QueryProvider.tsx", "content": "import { QueryCache, QueryClient, QueryClientProvider } from '@tanstack/react-query'\nimport { ReactQueryDevtools } from '@tanstack/react-query-devtools'\nimport * as Sentry from '@sentry/react'\nimport Axios from 'axios'\n\nexport interface QueryClientProviderProps {\n children: React.ReactNode\n}\n\nconst queryClient = new QueryClient({\n queryCache: new QueryCache({\n onError: (error, query) => {\n if (Axios.isAxiosError(error)) {\n const axiosMessage = Axios.isAxiosError(error)\n ? error.response?.data?.errors?.[0]?.title\n : null\n\n Sentry.captureException(\n axiosMessage ? new Error(axiosMessage, { cause: error.cause }) : error,\n (scope) => {\n scope.setTransactionName(\n `Query with key: [ ${query.queryKey.join(' > ')} ] failed`\n )\n scope.setContext('errors', {\n errors: JSON.stringify(error.response?.data?.errors),\n })\n\n return scope\n }\n )\n } else {\n Sentry.captureException(error)\n }\n },\n }),\n})\n\nexport function QueryProvider({ children }: QueryClientProviderProps) {\n return (\n \n {children}\n \n \n )\n}\n" }, { "path": "libs/client/shared/src/providers/UserAccountContextProvider.tsx", "content": "import type { PropsWithChildren, SetStateAction, Dispatch } from 'react'\nimport type { SharedType } from '@maybe-finance/shared'\nimport { createContext, useState, useContext, useEffect, useMemo } from 'react'\nimport { useQueryClient } from '@tanstack/react-query'\nimport { useAccountApi } from '../api'\nimport toast from 'react-hot-toast'\nimport uniqBy from 'lodash/uniqBy'\nimport { useInterval } from '../hooks'\nimport { invalidateAccountQueries } from '../utils'\n\nexport interface UserAccountContext {\n isReady: boolean\n noAccounts: boolean\n allAccountsDisabled: boolean\n someConnectionsSyncing: boolean\n someAccountsSyncing: boolean\n accountSyncing: (accountId: SharedType.Account['id']) => boolean\n accountsSyncing: SharedType.Account[]\n connectionsSyncing: SharedType.ConnectionWithAccounts[]\n syncProgress?: SharedType.AccountSyncProgress\n expectingAccounts: boolean\n setExpectingAccounts: Dispatch>\n}\n\nexport const UserAccountContext = createContext(undefined)\n\nexport function useUserAccountContext() {\n const context = useContext(UserAccountContext)\n\n if (!context) {\n throw new Error('useUserAccountContext() must be used within ')\n }\n\n return context\n}\n\nexport function UserAccountContextProvider({ children }: PropsWithChildren<{}>) {\n const queryClient = useQueryClient()\n\n const { useAccounts } = useAccountApi()\n\n const [noAccounts, setNoAccounts] = useState(false)\n const [allAccountsDisabled, setAllAccountsDisabled] = useState(false)\n const [someConnectionsSyncing, setSomeConnectionsSyncing] = useState(false)\n const [someAccountsSyncing, setSomeAccountsSyncing] = useState(false)\n const [accountsSyncing, setAccountsSyncing] = useState([])\n const [connectionsSyncing, setConnectionsSyncing] = useState<\n (SharedType.ConnectionWithAccounts & SharedType.ConnectionWithSyncProgress)[]\n >([])\n const [expectingAccounts, setExpectingAccounts] = useState(false)\n\n const syncProgress: SharedType.AccountSyncProgress | undefined = useMemo(() => {\n if (expectingAccounts) {\n return { description: 'Importing accounts', progress: 0 }\n }\n\n if (!connectionsSyncing.length) {\n return undefined\n }\n\n const allSyncProgress = connectionsSyncing\n .map(({ syncProgress }) => syncProgress)\n .filter((sp): sp is SharedType.AccountSyncProgress => sp != null)\n .sort((a, b) => Number(a.progress) - Number(b.progress) ?? 0)\n\n return allSyncProgress.length\n ? allSyncProgress[0]\n : { description: 'Importing accounts', progress: 0.1 }\n }, [connectionsSyncing, expectingAccounts])\n\n const accountsQuery = useAccounts({\n onSuccess: ({ accounts, connections }) => {\n // determine connections to show \"successfully synced\" notification for\n accounts\n .filter(\n (a) => a.syncStatus === 'IDLE' && accountsSyncing.some((sc) => sc.id === a.id)\n )\n .forEach((account) => {\n toast.success(`${account.name} synced`)\n })\n\n // An account is \"syncing\" if the account itself is syncing OR its parent connection is syncing (\"implicitly syncing\")\n const individualAccountsSyncing = accounts.filter((a) => a.syncStatus !== 'IDLE')\n const childAccountsSyncing = connections\n .filter((c) => c.syncStatus !== 'IDLE')\n .flatMap((c) => c.accounts)\n\n const newAccountsSyncing = uniqBy(\n [...individualAccountsSyncing, ...childAccountsSyncing],\n 'id'\n )\n\n setAccountsSyncing(newAccountsSyncing)\n\n connections\n .filter(\n (c) =>\n c.syncStatus === 'IDLE' && connectionsSyncing.some((sc) => sc.id === c.id)\n )\n .forEach((connection) => {\n connection.status === 'ERROR'\n ? toast.error(`${connection.name} failed to sync`)\n : toast.success(`${connection.name} synced`)\n })\n\n setConnectionsSyncing(\n connections.filter((c) => c.syncStatus === 'PENDING' || c.syncStatus === 'SYNCING')\n )\n\n setNoAccounts(\n accounts.length === 0 && connections.every((c) => c.accounts.length === 0)\n )\n\n const allAccountsDisabled = accounts.every((a) => !a.isActive)\n const allConnectionsDisabled = connections.every((c) =>\n c.accounts.every((a) => !a.isActive)\n )\n\n setAllAccountsDisabled(allAccountsDisabled && allConnectionsDisabled)\n\n const someConnectionsSyncing = connections.some((c) => c.syncStatus !== 'IDLE')\n const someAccountsSyncing =\n accounts.some((a) => a.syncStatus !== 'IDLE') ||\n connections.some(\n (c) => c.syncStatus !== 'IDLE' && c.accounts.some((a) => a.isActive)\n )\n\n setSomeConnectionsSyncing(someConnectionsSyncing)\n setSomeAccountsSyncing(someAccountsSyncing)\n },\n })\n\n useInterval(\n () => invalidateAccountQueries(queryClient),\n someAccountsSyncing || someConnectionsSyncing || expectingAccounts ? 2_000 : undefined\n )\n\n useEffect(() => {\n if (!someAccountsSyncing) invalidateAccountQueries(queryClient)\n }, [queryClient, someAccountsSyncing])\n\n useEffect(\n () => setExpectingAccounts(false),\n [accountsQuery.data?.connections.length, accountsQuery.data?.accounts.length]\n )\n\n return (\n {\n return !!accountsSyncing.find((a) => a.id === accountId)\n },\n accountsSyncing,\n connectionsSyncing,\n syncProgress,\n expectingAccounts,\n setExpectingAccounts,\n }}\n >\n {children}\n \n )\n}\n" }, { "path": "libs/client/shared/src/providers/index.ts", "content": "export * from './AxiosProvider'\nexport * from './LayoutContextProvider'\nexport * from './LogProvider'\nexport * from './QueryProvider'\nexport * from './AccountContextProvider'\nexport * from './UserAccountContextProvider'\nexport * from './PopoutProvider'\n" }, { "path": "libs/client/shared/src/types/client-side-feature-flags.ts", "content": "export type MetricStatus = 'coming-soon' | 'under-construction' | 'active'\n" }, { "path": "libs/client/shared/src/types/index.ts", "content": "export * from './client-side-feature-flags'\nexport * from './react-types'\n" }, { "path": "libs/client/shared/src/types/react-types.ts", "content": "import type { ReactElement, ReactHTML, ReactNode } from 'react'\n\nexport type WithChildrenRenderProps = Props & {\n children?: ReactNode | ((props: RenderProps) => ReactElement)\n}\n" }, { "path": "libs/client/shared/src/utils/account-utils.ts", "content": "import type { SharedType } from '@maybe-finance/shared'\nimport type { AccountCategory } from '@prisma/client'\nimport type { QueryClient } from '@tanstack/react-query'\nimport { DateTime } from 'luxon'\nimport {\n RiBankCard2Line,\n RiBankLine,\n RiBitCoinLine,\n RiCarLine,\n RiFolderLine,\n RiHandCoinLine,\n RiHomeLine,\n RiLineChartLine,\n RiVipDiamondLine,\n} from 'react-icons/ri'\n\nexport function getCategoryColorClassName(category: AccountCategory) {\n return (\n (\n {\n cash: 'text-blue',\n investment: 'text-teal',\n crypto: 'text-orange',\n property: 'text-pink',\n vehicle: 'text-grape',\n valuable: 'text-green',\n loan: 'text-red',\n credit: 'text-indigo',\n other: 'text-cyan',\n } as Record\n )[category] ?? 'text-cyan'\n )\n}\n\nexport function getCategoryIcon(category: AccountCategory) {\n return (\n (\n {\n cash: RiBankLine,\n investment: RiLineChartLine,\n crypto: RiBitCoinLine,\n property: RiHomeLine,\n vehicle: RiCarLine,\n valuable: RiVipDiamondLine,\n loan: RiHandCoinLine,\n credit: RiBankCard2Line,\n other: RiFolderLine,\n } as Record\n )[category] ?? RiFolderLine\n )\n}\n\n/**\n * Invalidates account queries and optionally account aggregate queries (i.e. net worth, insights)\n */\nexport function invalidateAccountQueries(queryClient: QueryClient, aggregates = true) {\n queryClient.invalidateQueries(['accounts'])\n queryClient.invalidateQueries(['users', 'onboarding'])\n\n if (aggregates) {\n queryClient.invalidateQueries(['users', 'net-worth'])\n queryClient.invalidateQueries(['users', 'insights'])\n }\n}\n\nexport function formatLoanTerm({\n originationDate,\n maturityDate,\n}: Pick) {\n const start = DateTime.fromISO(originationDate!)\n const end = DateTime.fromISO(maturityDate!)\n const months = end.diff(start, 'months').toObject().months!\n\n // if the total months is within 1 month of a year, display years\n return months % 12 < 1 || months % 12 > 11\n ? `${Math.round(months / 12)} years`\n : `${Math.round(months)} months`\n}\n" }, { "path": "libs/client/shared/src/utils/browser-utils.ts", "content": "export async function copyToClipboard(text: string) {\n if ('clipboard' in navigator) {\n return navigator.clipboard.writeText(text)\n } else {\n return document.execCommand('copy', true, text)\n }\n}\n\nexport function getLocalStorageSession(key: string, initialValue: TData) {\n return {\n getLocalStorageItem: () => {\n if (typeof window === 'undefined') return initialValue\n\n const item = window.localStorage.getItem(key)\n\n return item ? (JSON.parse(item) as TData) : initialValue\n },\n setLocalStorageItem: (data: TData | ((data: TData) => TData)) => {\n if (typeof window === 'undefined') return\n\n const previousValue = window.localStorage.getItem(key)\n\n const isFunc = data instanceof Function\n\n window.localStorage.setItem(\n key,\n JSON.stringify(\n isFunc ? data(previousValue ? JSON.parse(previousValue) : initialValue) : data\n )\n )\n },\n }\n}\n" }, { "path": "libs/client/shared/src/utils/form-utils.ts", "content": "import { DateTime } from 'luxon'\nimport { DateUtil } from '@maybe-finance/shared'\nimport defaults from 'lodash/defaults'\n\nconst { MIN_SUPPORTED_DATE, MAX_SUPPORTED_DATE, isToday } = DateUtil\n\ntype ValidateFormDateOpts = {\n required?: boolean\n minDate?: string\n maxDate?: string\n}\n\nexport function validateFormDate(date: string | null, opts?: ValidateFormDateOpts) {\n const _opts = defaults({}, opts)\n\n if (!date) {\n const isRequired = _opts.required ?? true\n return isRequired ? 'Valid date required' : true\n }\n\n const _date = DateTime.fromISO(date)\n\n if (!_date.isValid) return 'Invalid date'\n\n const minDate = _opts.minDate ? DateTime.fromISO(_opts.minDate) : MIN_SUPPORTED_DATE\n const maxDate = _opts.maxDate ? DateTime.fromISO(_opts.maxDate) : MAX_SUPPORTED_DATE\n\n if (_date < minDate) {\n return `Date must be ${minDate.toFormat('MMM dd yyyy')} or later`\n }\n\n if (_date.endOf('day') > maxDate.endOf('day')) {\n return isToday(maxDate.toISODate(), DateTime.utc())\n ? 'Date cannot be in future'\n : `Date must be ${maxDate.toFormat('MMM yyyy')} or earlier`\n }\n\n return true\n}\n" }, { "path": "libs/client/shared/src/utils/image-loaders.ts", "content": "import type { ImageLoaderProps } from 'next/legacy/image'\n\nfunction isJSON(str: string): boolean {\n try {\n JSON.parse(str)\n return true\n } catch (e) {\n return false\n }\n}\n\nexport function enhancerizerLoader({ src, width }: ImageLoaderProps): string {\n let parsed: { [key: string]: string | number }\n\n if (isJSON(src)) {\n parsed = JSON.parse(src)\n } else {\n parsed = { src }\n }\n\n parsed.width ??= width\n parsed.height ??= width\n\n const queryString = Object.entries(parsed)\n .map((pair) => pair.map(encodeURIComponent).join('='))\n .join('&')\n\n return `https://enhancerizer.maybe.co/images?${queryString}`\n}\n" }, { "path": "libs/client/shared/src/utils/index.ts", "content": "export * from './image-loaders'\nexport * from './browser-utils'\nexport * from './account-utils'\nexport * from './form-utils'\n" }, { "path": "libs/client/shared/tsconfig.json", "content": "{\n \"extends\": \"../../../tsconfig.base.json\",\n \"compilerOptions\": {\n \"jsx\": \"react-jsx\",\n \"allowJs\": true,\n \"esModuleInterop\": true,\n \"allowSyntheticDefaultImports\": true,\n \"forceConsistentCasingInFileNames\": true,\n \"strict\": true,\n \"noImplicitReturns\": true,\n \"noFallthroughCasesInSwitch\": true\n },\n \"files\": [],\n \"include\": [],\n \"references\": [\n {\n \"path\": \"./tsconfig.lib.json\"\n },\n {\n \"path\": \"./tsconfig.spec.json\"\n }\n ]\n}\n" }, { "path": "libs/client/shared/tsconfig.lib.json", "content": "{\n \"extends\": \"./tsconfig.json\",\n \"compilerOptions\": {\n \"outDir\": \"../../../dist/out-tsc\",\n \"types\": [\"node\"]\n },\n \"files\": [\n \"../../../node_modules/@nrwl/react/typings/cssmodule.d.ts\",\n \"../../../node_modules/@nrwl/react/typings/image.d.ts\"\n ],\n \"exclude\": [\"**/*.spec.ts\", \"**/*.test.ts\", \"**/*.spec.tsx\", \"**/*.test.tsx\", \"jest.config.ts\"],\n \"include\": [\"**/*.js\", \"**/*.jsx\", \"**/*.ts\", \"**/*.tsx\"]\n}\n" }, { "path": "libs/client/shared/tsconfig.spec.json", "content": "{\n \"extends\": \"./tsconfig.json\",\n \"compilerOptions\": {\n \"outDir\": \"../../../dist/out-tsc\",\n \"module\": \"commonjs\",\n \"types\": [\"jest\", \"node\"]\n },\n \"include\": [\n \"**/*.spec.ts\",\n \"**/*.test.ts\",\n \"**/*.spec.tsx\",\n \"**/*.test.tsx\",\n \"**/*.spec.js\",\n \"**/*.test.js\",\n \"**/*.spec.jsx\",\n \"**/*.test.jsx\",\n \"**/*.d.ts\",\n \"jest.config.ts\"\n ]\n}\n" }, { "path": "libs/design-system/.babelrc", "content": "{\n \"presets\": [\n [\n \"@nrwl/react/babel\",\n {\n \"runtime\": \"automatic\",\n \"useBuiltIns\": \"usage\"\n }\n ]\n ],\n \"plugins\": []\n}\n" }, { "path": "libs/design-system/.eslintrc.json", "content": "{\n \"extends\": [\"plugin:@nrwl/nx/react\", \"../../.eslintrc.json\"],\n \"ignorePatterns\": [\"!**/*\"],\n \"overrides\": [\n {\n \"files\": [\"*.ts\", \"*.tsx\", \"*.js\", \"*.jsx\"],\n \"rules\": {}\n },\n {\n \"files\": [\"*.ts\", \"*.tsx\"],\n \"rules\": {}\n },\n {\n \"files\": [\"*.js\", \"*.jsx\"],\n \"rules\": {}\n }\n ]\n}\n" }, { "path": "libs/design-system/.storybook/main.js", "content": "const rootMain = require('../../../.storybook/main')\n\nmodule.exports = {\n ...rootMain,\n\n core: { ...rootMain.core, builder: 'webpack5' },\n stories: [\n ...rootMain.stories,\n '../docs/**/*.stories.mdx',\n '../src/lib/**/*.stories.mdx',\n '../src/lib/**/*.stories.@(js|jsx|ts|tsx)',\n ],\n addons: [...rootMain.addons, '@nrwl/react/plugins/storybook'],\n webpackFinal: async (config, { configType }) => {\n // apply any global webpack configs that might have been specified in .storybook/main.js\n if (rootMain.webpackFinal) {\n config = await rootMain.webpackFinal(config, { configType })\n }\n\n // add your own webpack tweaks if needed\n\n return config\n },\n}\n" }, { "path": "libs/design-system/.storybook/manager.js", "content": "import { addons } from '@storybook/addons'\nimport theme from './theme'\n\naddons.setConfig({\n theme,\n})\n" }, { "path": "libs/design-system/.storybook/preview.js", "content": "import '../assets/styles.css'\n\nimport theme from './theme'\n\nexport const parameters = {\n actions: { argTypesRegex: '^on[A-Z].*' },\n viewMode: 'docs', // Show Docs tab by default\n controls: {\n matchers: {\n color: /(background|color)$/i,\n date: /Date$/,\n },\n },\n backgrounds: {\n default: 'dark',\n values: [\n {\n name: 'dark',\n value: '#16161A',\n },\n ],\n },\n docs: {\n theme,\n },\n options: {\n storySort: {\n order: ['Getting Started', ['About', 'Colors', 'Typography'], 'Components'],\n },\n },\n}\n" }, { "path": "libs/design-system/.storybook/theme.js", "content": "import { create } from '@storybook/theming'\nimport logo from '../assets/logo.svg'\n\nexport default create({\n base: 'dark',\n\n brandTitle: 'Maybe',\n brandUrl: 'https://maybe.co',\n brandImage: logo,\n\n fontBase: '\"General Sans\", sans-serif',\n\n colorPrimary: '#4361EE',\n colorSecondary: '#F12980',\n\n appBg: '#1C1C20',\n appContentBg: '#16161A',\n})\n" }, { "path": "libs/design-system/.storybook/tsconfig.json", "content": "{\n \"extends\": \"../tsconfig.json\",\n \"compilerOptions\": {\n \"emitDecoratorMetadata\": true,\n \"outDir\": \"\"\n },\n \"files\": [\n \"../../../node_modules/@nrwl/react/typings/styled-jsx.d.ts\",\n \"../../../node_modules/@nrwl/react/typings/cssmodule.d.ts\",\n \"../../../node_modules/@nrwl/react/typings/image.d.ts\"\n ],\n \"exclude\": [\n \"../**/*.spec.ts\",\n \"../**/*.test.ts\",\n \"../**/*.spec.js\",\n \"../**/*.test.js\",\n \"../**/*.spec.tsx\",\n \"../**/*.test.tsx\",\n \"../**/*.spec.jsx\",\n \"../**/*.test.jsx\",\n \"jest.config.ts\"\n ],\n \"include\": [\"../src/**/*\", \"*.js\", \"../docs\"]\n}\n" }, { "path": "libs/design-system/README.md", "content": "# Maybe Design System\n\nComponents and patterns used at [Maybe](https://maybe.co)\n\n[designsystem.maybe.co](https://designsystem.maybe.co)\n" }, { "path": "libs/design-system/assets/styles.css", "content": "@font-face {\n font-family: 'Monument Extended';\n font-weight: 100;\n src: url('fonts/monument/MonumentExtended-Thin.woff2') format('woff2');\n}\n\n@font-face {\n font-family: 'Monument Extended';\n font-weight: 200;\n src: url('fonts/monument/MonumentExtended-Light.woff2') format('woff2');\n}\n\n@font-face {\n font-family: 'Monument Extended';\n font-weight: 300;\n src: url('fonts/monument/MonumentExtended-Book.woff2') format('woff2');\n}\n\n@font-face {\n font-family: 'Monument Extended';\n font-weight: 400;\n src: url('fonts/monument/MonumentExtended-Regular.woff2') format('woff2');\n}\n\n@font-face {\n font-family: 'Monument Extended';\n font-weight: 500;\n src: url('fonts/monument/MonumentExtended-Medium.woff2') format('woff2');\n}\n\n@font-face {\n font-family: 'Monument Extended';\n font-weight: 700;\n src: url('fonts/monument/MonumentExtended-Bold.woff2') format('woff2');\n}\n\n@font-face {\n font-family: 'Monument Extended';\n font-weight: 800;\n src: url('fonts/monument/MonumentExtended-Black.woff2') format('woff2');\n}\n\n@font-face {\n font-family: 'Monument Extended';\n font-weight: 900;\n src: url('fonts/monument/MonumentExtended-Heavy.woff2') format('woff2');\n}\n\n@font-face {\n font-family: 'Inter';\n src: url('fonts/inter/Inter-Variable.woff2') format('woff2-variations');\n font-weight: 100 900;\n}\n\n@tailwind base;\n@tailwind components;\n@tailwind utilities;\n" }, { "path": "libs/design-system/docs/Getting Started/About.stories.mdx", "content": "import { Meta } from '@storybook/addon-docs'\n\n\n\n# Maybe Design System\n\nComponents and patterns used at [Maybe](https://maybe.co)\n" }, { "path": "libs/design-system/docs/Getting Started/Colors.stories.mdx", "content": "import { Meta } from '@storybook/addon-docs'\nimport Swatch from '../util/Swatch'\nimport SwatchGroup from '../util/SwatchGroup'\n\n\n\n# Colors\n\n\n \n \n\n\n\n \n \n \n \n \n \n \n \n \n \n\n\n\n \n \n \n \n\n\n\n \n \n \n \n\n\n\n \n \n \n \n\n\n\n \n \n \n \n\n\n\n \n \n \n \n\n\n\n \n \n \n \n\n\n\n \n \n \n \n\n\n\n \n \n \n \n\n\n\n \n \n \n \n\n\n\n \n \n \n \n\n" }, { "path": "libs/design-system/docs/Getting Started/Typography.stories.mdx", "content": "import { Canvas, Meta } from '@storybook/addon-docs'\nimport Swatch from '../util/Swatch'\nconst headingClasses = 'text-white font-display font-extrabold mb-5'\nconst paragraphClasses = 'text-white font-sans font-regular mb-3'\n\n\n\n# Typography\n\n\n
    \n

    Heading 1

    \n

    Heading 2

    \n

    Heading 3

    \n

    Large text

    \n

    Medium text

    \n

    Small text

    \n
    \n    \n" }, { "path": "libs/design-system/docs/util/Swatch.tsx", "content": "import classNames from 'classnames'\nimport React from 'react'\n\nexport interface SwatchProps {\n color: string\n className: string\n}\n\nfunction Swatch({ color, className }: SwatchProps): JSX.Element {\n return (\n
    \n
    \n {color}\n
    \n )\n}\n\nexport default Swatch\n" }, { "path": "libs/design-system/docs/util/SwatchGroup.tsx", "content": "import type { ReactNode } from 'react'\n\nexport interface SwatchGroupProps {\n heading: string\n description?: string\n children: ReactNode\n}\n\nfunction SwatchGroup({ heading, description, children }: SwatchGroupProps): JSX.Element {\n return (\n
    \n
    \n

    {heading}

    \n {description &&

    {description}

    }\n
    \n
    {children}
    \n
    \n )\n}\n\nexport default SwatchGroup\n" }, { "path": "libs/design-system/jest.config.ts", "content": "/* eslint-disable */\nexport default {\n displayName: 'design-system',\n preset: '../../jest.preset.js',\n transform: {\n '^.+\\\\.[tj]sx?$': ['babel-jest', { presets: ['@nrwl/react/babel'] }],\n },\n moduleFileExtensions: ['ts', 'tsx', 'js', 'jsx'],\n coverageDirectory: '../../coverage/libs/design-system',\n setupFilesAfterEnv: ['./jest.setup.js'],\n}\n" }, { "path": "libs/design-system/jest.setup.js", "content": "import '@testing-library/jest-dom'\n" }, { "path": "libs/design-system/package.json", "content": "{\n \"name\": \"@maybe-finance/design-system\",\n \"version\": \"0.0.1\",\n \"nx\": {\n \"targets\": {\n \"build\": {\n \"executor\": \"@nrwl/web:rollup\",\n \"outputs\": [\n \"{options.outputPath}\"\n ],\n \"options\": {\n \"outputPath\": \"dist/libs/design-system\",\n \"tsConfig\": \"libs/design-system/tsconfig.lib.json\",\n \"project\": \"libs/design-system/package.json\",\n \"entryFile\": \"libs/design-system/src/index.ts\",\n \"external\": [\n \"react/jsx-runtime\"\n ],\n \"rollupConfig\": \"@nrwl/react/plugins/bundle-rollup\",\n \"assets\": [\n {\n \"glob\": \"libs/design-system/README.md\",\n \"input\": \".\",\n \"output\": \".\"\n }\n ]\n },\n \"configurations\": {\n \"production\": {\n \"optimization\": true,\n \"extractLicenses\": true,\n \"inspect\": false\n }\n }\n },\n \"lint\": {\n \"executor\": \"@nrwl/linter:eslint\",\n \"outputs\": [\n \"{options.outputFile}\"\n ],\n \"options\": {\n \"lintFilePatterns\": [\n \"libs/design-system/**/*.{ts,tsx,js,jsx}\"\n ]\n }\n },\n \"test\": {\n \"executor\": \"@nrwl/jest:jest\",\n \"outputs\": [\n \"{workspaceRoot}/coverage/libs/design-system\"\n ],\n \"options\": {\n \"jestConfig\": \"libs/design-system/jest.config.ts\",\n \"passWithNoTests\": true\n }\n },\n \"storybook\": {\n \"executor\": \"@nrwl/storybook:storybook\",\n \"options\": {\n \"uiFramework\": \"@storybook/react\",\n \"port\": 4400,\n \"staticDir\": [\n \"libs/design-system/.storybook/public\"\n ],\n \"config\": {\n \"configFolder\": \"libs/design-system/.storybook\"\n }\n },\n \"configurations\": {\n \"ci\": {\n \"quiet\": true\n }\n }\n },\n \"build-storybook\": {\n \"executor\": \"@nrwl/storybook:build\",\n \"outputs\": [\n \"{options.outputPath}\"\n ],\n \"options\": {\n \"uiFramework\": \"@storybook/react\",\n \"outputPath\": \"dist/storybook/design-system\",\n \"staticDir\": [\n \"libs/design-system/.storybook/public\"\n ],\n \"config\": {\n \"configFolder\": \"libs/design-system/.storybook\"\n }\n },\n \"configurations\": {\n \"ci\": {\n \"quiet\": true\n }\n }\n },\n \"deploy\": {\n \"executor\": \"@nrwl/workspace:run-commands\",\n \"options\": {\n \"command\": \"node tools/scripts/triggerDesignSystemDeploy.js\"\n }\n }\n }\n }\n}\n" }, { "path": "libs/design-system/postcss.config.js", "content": "module.exports = {\n plugins: {\n tailwindcss: {\n config: './libs/design-system/tailwind.config.js',\n },\n autoprefixer: {},\n },\n}\n" }, { "path": "libs/design-system/src/index.ts", "content": "export * from './lib/AccordionRow'\nexport type { AccordionRowProps } from './lib/AccordionRow'\n\nexport * from './lib/Alert'\nexport type { AlertProps, AlertVariant } from './lib/Alert'\n\nexport * from './lib/Badge'\nexport type { BadgeVariant, BadgeProps } from './lib/Badge'\n\nexport * from './lib/Breadcrumb'\nexport type { BreadcrumbProps, BreadcrumbGroupProps } from './lib/Breadcrumb'\n\nexport * from './lib/Button'\nexport type { ButtonVariant, ButtonProps } from './lib/Button'\n\nexport * from './lib/Checkbox'\nexport type { CheckboxProps } from './lib/Checkbox'\n\nexport * from './lib/DatePicker'\nexport type { DatePickerProps } from './lib/DatePicker'\n\nexport * from './lib/FormGroup'\nexport type { FormGroupProps } from './lib/FormGroup'\n\nexport * from './lib/inputs'\nexport type {\n InputProps,\n InputColorHintColor,\n InputColorHintProps,\n InputCurrencyProps,\n InputPasswordProps,\n} from './lib/inputs'\n\nexport * from './lib/IndexTabs'\n\nexport * from './lib/Listbox'\n\nexport * from './lib/LoadingPlaceholder'\n\nexport * from './lib/LoadingSpinner'\n\nexport * from './lib/Menu'\n\nexport * from './lib/Popover'\n\nexport * from './lib/Tab'\n\nexport * from './lib/Takeover'\n\nexport * from './lib/Toast'\nexport type { ToastProps, ToastVariant } from './lib/Toast'\n\nexport * from './lib/Toggle'\nexport type { ToggleProps } from './lib/Toggle'\n\nexport * from './lib/Tooltip'\nexport type { TooltipProps } from './lib/Tooltip'\n\nexport * from './lib/TrendLine'\nexport type { TrendLineProps } from './lib/TrendLine'\n\nexport * from './lib/Dialog'\nexport type { DialogProps } from './lib/Dialog'\n\nexport * from './lib/Slider'\nexport type { SliderProps } from './lib/Slider'\n\nexport * from './lib/Step'\n\nexport * from './lib/FractionalCircle'\nexport type { FractionalCircleProps } from './lib/FractionalCircle'\n\nexport * from './lib/RadioGroup'\n\nexport * from './lib/RTEditor'\n" }, { "path": "libs/design-system/src/lib/AccordionRow/AccordionRow.spec.tsx", "content": "import { fireEvent, render, screen } from '@testing-library/react'\nimport { AccordionRow } from './'\n\ndescribe('AccordionRow', () => {\n describe('when rendered with text content', () => {\n it('should display the text', () => {\n const component = render(Hello, World!)\n\n expect(screen.getByText('Label')).toBeInTheDocument()\n expect(screen.getByText('Hello, World!')).toBeInTheDocument()\n expect(component).toMatchSnapshot()\n })\n })\n\n describe('when passed an `href` prop', () => {\n it('should render as a link', () => {\n const component = render(\n \n Hello, World!\n \n )\n\n expect(screen.getByRole('link')).toHaveAttribute('href', '/to')\n expect(component).toMatchSnapshot()\n })\n })\n\n describe('when passed an `active` prop', () => {\n it('should be highlighted', () => {\n const component = render(\n \n Hello, World!\n \n )\n\n expect(component).toMatchSnapshot()\n })\n })\n\n describe('when passed a `collapsible` prop', () => {\n it('should render a caret for expanding and collapsing when collapsible', () => {\n const component = render(\n \n Hello, World!\n \n )\n\n expect(component).toMatchSnapshot()\n })\n\n it('should not render a caret when not collapsible', () => {\n const component = render(\n \n Hello, World!\n \n )\n\n expect(component).toMatchSnapshot()\n })\n })\n\n describe('when pressed', () => {\n it('should call the `onClick` callback', () => {\n const onClickMock = jest.fn()\n render()\n\n fireEvent.click(screen.getByRole('button'))\n expect(onClickMock).toHaveBeenCalledTimes(1)\n })\n\n it('should call the `onToggle` callback if collapsible', () => {\n const onToggleMock = jest.fn()\n render()\n\n fireEvent.click(screen.getByRole('button'))\n expect(onToggleMock).toHaveBeenCalledWith(false)\n\n fireEvent.click(screen.getByRole('button'))\n expect(onToggleMock).toHaveBeenCalledWith(true)\n })\n })\n})\n" }, { "path": "libs/design-system/src/lib/AccordionRow/AccordionRow.stories.tsx", "content": "import type { AccordionRowProps } from './AccordionRow'\nimport type { Story, Meta } from '@storybook/react'\n\nimport AccordionRow from './AccordionRow'\n\nexport default {\n title: 'Components/AccordionRow',\n component: AccordionRow,\n parameters: { controls: { exclude: ['className', 'children'] } },\n argTypes: {\n label: {\n control: 'text',\n description: 'List label/title',\n },\n },\n args: {\n label: 'Level 0',\n collapsible: true,\n },\n} as Meta\n\nconst Template: Story = (args) => (\n \n \n \n \n \n)\n\nexport const Base = Template.bind({})\n" }, { "path": "libs/design-system/src/lib/AccordionRow/AccordionRow.tsx", "content": "import type { HTMLAttributes } from 'react'\nimport React, { useEffect, useState } from 'react'\nimport AnimateHeight from 'react-animate-height'\nimport { RiArrowRightSFill as Caret } from 'react-icons/ri'\nimport Link from 'next/link'\nimport cn from 'classnames'\n\nconst LevelClassMap = {\n 0: { base: 'pl-3 bg-gray-500', interactions: 'hover:bg-gray-400 cursor-pointer' },\n 1: { base: 'pl-6 bg-gray-700', interactions: 'hover:bg-gray-600 cursor-pointer' },\n 2: { base: 'pl-14 bg-gray-800', interactions: 'hover:bg-gray-700 cursor-pointer' },\n}\n\nexport interface AccordionRowProps extends HTMLAttributes {\n /** Label string or node */\n label: string | React.ReactNode\n\n /** Whether the label should be transformed to uppercase */\n uppercase?: boolean\n\n /** Level for indentation and color */\n level?: keyof typeof LevelClassMap\n\n /** Whether the AccordionRow can be collapsed/expanded */\n collapsible?: boolean\n\n /** Whether the AccordionRow is currently expanded */\n expanded?: boolean\n\n /** Optional link href */\n href?: string\n\n /** Whether the row is active (highlighted) */\n active?: boolean\n\n onClick?: () => void\n\n onToggle?: (expanded: boolean) => void\n\n className?: string\n\n children?: React.ReactNode\n}\n\nfunction AccordionRow({\n label,\n uppercase = false,\n level = 0,\n collapsible = true,\n expanded: expandedProp = true,\n href,\n active,\n onClick,\n onToggle,\n className,\n children,\n ...rest\n}: AccordionRowProps): JSX.Element {\n const [isExpanded, setIsExpanded] = useState(expandedProp)\n\n useEffect(() => setIsExpanded(expandedProp), [expandedProp])\n\n const handleClick = () => {\n onClick && onClick()\n if (!collapsible) return\n\n const expanded = !isExpanded\n setIsExpanded(expanded)\n onToggle && onToggle(expanded)\n }\n\n const component = (\n <>\n \n {collapsible && (\n
    \n \n
    \n )}\n
    {label}
    \n \n {children && {children}}\n \n )\n\n return href ? (\n \n {component}\n \n ) : (\n component\n )\n}\n\nexport default AccordionRow\n" }, { "path": "libs/design-system/src/lib/AccordionRow/__snapshots__/AccordionRow.spec.tsx.snap", "content": "// Jest Snapshot v1, https://goo.gl/fbAQLP\n\nexports[`AccordionRow when passed a \\`collapsible\\` prop should not render a caret when not collapsible 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n Label\n
    \n \n \n
    \n Hello, World!\n
    \n \n \n ,\n \"container\":
    \n \n \n Label\n
    \n \n \n
    \n Hello, World!\n
    \n \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n\nexports[`AccordionRow when passed a \\`collapsible\\` prop should render a caret for expanding and collapsing when collapsible 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n \n \n \n \n \n \n
    \n \n Label\n \n \n \n
    \n Hello, World!\n
    \n \n \n ,\n \"container\":
    \n \n \n \n \n \n \n \n \n
    \n \n Label\n \n \n \n
    \n Hello, World!\n
    \n \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n\nexports[`AccordionRow when passed an \\`active\\` prop should be highlighted 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n \n \n \n \n \n \n
    \n \n Label\n \n \n \n
    \n Hello, World!\n
    \n \n \n ,\n \"container\":
    \n \n \n \n \n \n \n \n \n
    \n \n Label\n \n \n \n
    \n Hello, World!\n
    \n \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n\nexports[`AccordionRow when passed an \\`href\\` prop should render as a link 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n \n \n \n \n \n \n \n
    \n \n Label\n \n \n \n
    \n Hello, World!\n
    \n \n \n \n ,\n \"container\":
    \n \n \n \n \n \n \n \n \n \n
    \n \n Label\n \n \n \n
    \n Hello, World!\n
    \n \n \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n\nexports[`AccordionRow when rendered with text content should display the text 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n \n \n \n \n \n \n
    \n \n Label\n \n \n \n
    \n Hello, World!\n
    \n \n \n ,\n \"container\":
    \n \n \n \n \n \n \n \n \n
    \n \n Label\n \n \n \n
    \n Hello, World!\n
    \n \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n" }, { "path": "libs/design-system/src/lib/AccordionRow/index.ts", "content": "export { default as AccordionRow } from './AccordionRow'\nexport type { AccordionRowProps } from './AccordionRow'\n" }, { "path": "libs/design-system/src/lib/Alert/Alert.stories.tsx", "content": "import type { Meta, Story } from '@storybook/react'\nimport type { AlertProps } from './Alert'\nimport { RiMailCheckLine as CustomIcon } from 'react-icons/ri'\n\nimport Alert from './Alert'\n\nexport default {\n title: 'Components/Alert',\n component: Alert,\n parameters: { controls: { exclude: ['onClose'] } },\n argTypes: {\n variant: {\n control: { type: 'select' },\n },\n icon: {\n table: {\n disable: true,\n },\n },\n },\n args: {\n children: 'Alert message!',\n isVisible: true,\n },\n} as Meta\n\nconst Template: Story = (args) => {\n return \n}\n\nexport const Base = Template.bind({})\n\nexport const Info = Template.bind({})\nInfo.args = { variant: 'info' }\n\nexport const Error = Template.bind({})\nError.args = { variant: 'error' }\n\nexport const Success = Template.bind({})\nSuccess.args = { variant: 'success' }\n\nexport const WithCloseButton = Template.bind({})\nWithCloseButton.args = {\n onClose: () => alert('onClose()'),\n children:\n 'Lorem ipsum, dolor sit amet consectetur adipisicing elit. Soluta sequi ipsam eligendi a cumque corrupti eum obcaecati perspiciatis. Nobis in ab illo et sequi explicabo quisquam dolor corrupti totam architecto.',\n}\n\nexport const WithCustomIcon = Template.bind({})\nWithCustomIcon.args = {\n children: 'I have a custom icon',\n icon: CustomIcon,\n}\n" }, { "path": "libs/design-system/src/lib/Alert/Alert.tsx", "content": "import type { ReactNode } from 'react'\nimport type { IconType } from 'react-icons'\nimport classNames from 'classnames'\nimport {\n RiCheckboxCircleLine as SuccessIcon,\n RiCloseFill as CloseIcon,\n RiErrorWarningLine as ErrorIcon,\n RiInformationLine as InfoIcon,\n} from 'react-icons/ri'\n\nexport type AlertVariant = 'info' | 'error' | 'success'\n\nconst backgroundVariants: { [key in AlertVariant]: string } = Object.freeze({\n info: 'bg-gray-400 text-white',\n error: 'bg-red text-red bg-opacity-10',\n success: 'bg-teal text-teal bg-opacity-10',\n})\n\nconst iconVariants: { [key in AlertVariant]: IconType } = Object.freeze({\n info: InfoIcon,\n error: ErrorIcon,\n success: SuccessIcon,\n})\n\nexport interface AlertProps {\n // Indicates if Alert is visible or not.\n isVisible: boolean\n // Renders a close button a callback is passed.\n onClose?: () => void\n // Text/Content displayed in the Alert.\n children: ReactNode\n // Alert variants.\n variant?: AlertVariant\n // Custom icon\n icon?: IconType\n className?: string\n}\n\nfunction Alert({\n isVisible,\n onClose,\n children,\n className,\n icon,\n variant = 'info',\n}: AlertProps): JSX.Element | null {\n // For now we can close it abruptly to avoid spending time on any overoptimization, but this can\n // be later be improved to use a transition instead.\n if (!isVisible) {\n return null\n }\n\n const Icon = icon || iconVariants[variant]\n\n return (\n
    \n
    \n
    {}
    \n\n {children}\n
    \n\n {onClose && (\n
    \n \n
    \n )}\n
    \n )\n}\n\nexport default Alert\n" }, { "path": "libs/design-system/src/lib/Alert/index.ts", "content": "export { default as Alert } from './Alert'\nexport type { AlertProps, AlertVariant } from './Alert'\n" }, { "path": "libs/design-system/src/lib/Badge/Badge.spec.tsx", "content": "import { render, screen } from '@testing-library/react'\nimport { Badge } from './'\n\ndescribe('Badge', () => {\n describe('when rendered with text', () => {\n it('should display the text', () => {\n const component = render(Hello, World!)\n\n expect(screen.getByText('Hello, World!')).toBeInTheDocument()\n expect(component).toMatchSnapshot()\n })\n })\n\n describe('when passed a true `highlighted` prop', () => {\n it('should render as a highlighted Badge', () => {\n const component = render(\n \n Hello, World!\n \n )\n\n expect(component).toMatchSnapshot()\n })\n })\n\n describe('when passed an `as` prop', () => {\n it('should render as the specified element', () => {\n const component = render(\n \n Hello, World!\n \n )\n // Ideally we'd actually assert the tag name here, but I can't see a good way to do that\n expect(component).toMatchSnapshot()\n })\n })\n})\n" }, { "path": "libs/design-system/src/lib/Badge/Badge.stories.tsx", "content": "import type { Story, Meta } from '@storybook/react'\nimport type { BadgeProps } from './Badge'\n\nimport Badge from './Badge'\n\nexport default {\n title: 'Components/Badge',\n component: Badge,\n parameters: { controls: { exclude: ['as', 'className'] } },\n argTypes: {\n children: {\n control: 'text',\n description: 'Badge content',\n },\n },\n args: {\n children: '+4.5M',\n variant: 'teal',\n },\n} as Meta\n\nconst Template: Story = (args) => \n\nexport const Base = Template.bind({})\n\nexport const Highlighted = Template.bind({})\nHighlighted.args = { highlighted: true }\n" }, { "path": "libs/design-system/src/lib/Badge/Badge.tsx", "content": "import type { ReactNode, HTMLAttributes } from 'react'\nimport classNames from 'classnames'\n\nconst BadgeVariants = Object.freeze({\n teal: {\n normal: 'text-teal bg-teal bg-opacity-10',\n highlighted: 'text-gray-800 bg-teal',\n },\n red: {\n normal: 'text-red bg-red bg-opacity-10',\n highlighted: 'text-gray-800 bg-red',\n },\n gray: {\n normal: 'text-white bg-gray-700',\n highlighted: 'text-gray-800 bg-gray-100',\n },\n cyan: {\n normal: 'text-cyan bg-cyan bg-opacity-10',\n highlighted: 'text-gray-800 bg-cyan',\n },\n plain: {\n normal: '',\n highlighted: '',\n },\n warn: {\n normal: 'text-yellow bg-yellow bg-opacity-10',\n highlighted: 'text-gray-800 bg-yellow',\n },\n})\n\nexport type BadgeVariant = keyof typeof BadgeVariants\n\nconst SizeVariant = Object.freeze({\n sm: 'px-1.5 py-1 text-sm',\n md: 'px-2 py-1 text-base',\n})\n\nexport interface BadgeProps extends HTMLAttributes {\n variant?: BadgeVariant\n\n size?: 'sm' | 'md'\n\n /** Whether the badge is in a brighter highlighted state */\n highlighted?: boolean\n\n /** Whether the badge will be used to display numerical data */\n numeric?: boolean\n\n /** Element to use (defaults to
    ) */\n as?: React.ElementType\n\n className?: string\n\n children: ReactNode\n}\n\nfunction Badge({\n variant = 'teal',\n size = 'md',\n highlighted = false,\n numeric = true,\n as = 'div',\n className,\n children,\n ...rest\n}: BadgeProps): JSX.Element {\n const classes = classNames(\n className,\n BadgeVariants[variant][highlighted ? 'highlighted' : 'normal'],\n SizeVariant[size],\n numeric && 'tabular-nums',\n 'inline-block font-medium rounded'\n )\n\n const Tag = as\n\n return (\n \n {children}\n \n )\n}\n\nexport default Badge\n" }, { "path": "libs/design-system/src/lib/Badge/__snapshots__/Badge.spec.tsx.snap", "content": "// Jest Snapshot v1, https://goo.gl/fbAQLP\n\nexports[`Badge when passed a true \\`highlighted\\` prop should render as a highlighted Badge 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n Hello, World!\n
    \n
    \n ,\n \"container\":
    \n \n Hello, World!\n
    \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n\nexports[`Badge when passed an \\`as\\` prop should render as the specified element 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n Hello, World!\n \n
    \n ,\n \"container\":
    \n \n Hello, World!\n \n
    ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n\nexports[`Badge when rendered with text should display the text 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n Hello, World!\n
    \n \n ,\n \"container\":
    \n \n Hello, World!\n
    \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n" }, { "path": "libs/design-system/src/lib/Badge/index.ts", "content": "export { default as Badge } from './Badge'\nexport type { BadgeVariant, BadgeProps } from './Badge'\n" }, { "path": "libs/design-system/src/lib/Breadcrumb/Breadcrumb.spec.tsx", "content": "import { render, screen } from '@testing-library/react'\nimport Breadcrumb from './Breadcrumb'\n\ndescribe('Breadcrumbs', () => {\n describe('when rendered with text and hrefs', () => {\n it('should display the linked text', () => {\n const component = render(\n \n Example\n Example 2\n \n )\n\n expect(screen.getByText('Example')).toBeInTheDocument()\n expect(screen.getByText('Example 2')).toBeInTheDocument()\n expect(component).toMatchSnapshot()\n })\n })\n})\n" }, { "path": "libs/design-system/src/lib/Breadcrumb/Breadcrumb.stories.tsx", "content": "import type { Story, Meta } from '@storybook/react'\nimport type { BreadcrumbProps } from './Breadcrumb'\n\nimport Breadcrumb from './Breadcrumb'\n\nexport default {\n title: 'Components/Breadcrumbs',\n component: Breadcrumb,\n parameters: { controls: { exclude: ['as', 'className'] } },\n argTypes: {},\n args: {},\n} as Meta\n\nconst Template: Story = (args) => (\n \n asdf\n asdf\n \n)\n\nexport const Base = Template.bind({})\n" }, { "path": "libs/design-system/src/lib/Breadcrumb/Breadcrumb.tsx", "content": "import type { ReactNode, HTMLAttributes } from 'react'\nimport { Fragment } from 'react'\nimport classNames from 'classnames'\nimport { RiArrowRightSLine } from 'react-icons/ri'\nimport Link from 'next/link'\n\nexport interface BreadcrumbProps {\n href?: string\n className?: string\n children: ReactNode\n}\n\nfunction Breadcrumb({ href, className, children }: BreadcrumbProps): JSX.Element {\n const Tag = href ? 'a' : 'span'\n const inner = {children}\n\n return href ? (\n \n {inner}\n \n ) : (\n inner\n )\n}\n\nexport interface BreadcrumbGroupProps extends HTMLAttributes {\n className?: string\n children: ReactNode[]\n}\n\nfunction Group({ className, children, ...rest }: BreadcrumbGroupProps): JSX.Element {\n return (\n \n {children.map((child, idx) => (\n \n \n {child}\n \n {idx < children.length - 1 && }\n \n ))}\n \n )\n}\n\nexport default Object.assign(Breadcrumb, { Group })\n" }, { "path": "libs/design-system/src/lib/Breadcrumb/__snapshots__/Breadcrumb.spec.tsx.snap", "content": "// Jest Snapshot v1, https://goo.gl/fbAQLP\n\nexports[`Breadcrumbs when rendered with text and hrefs should display the linked text 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n \n Example\n \n \n \n \n \n \n \n \n \n \n Example 2\n \n \n
    \n \n ,\n \"container\":
    \n \n \n \n Example\n \n \n \n \n \n \n \n \n \n \n Example 2\n \n \n
    \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n" }, { "path": "libs/design-system/src/lib/Breadcrumb/index.ts", "content": "export { default as Breadcrumb } from './Breadcrumb'\nexport type { BreadcrumbProps, BreadcrumbGroupProps } from './Breadcrumb'\n" }, { "path": "libs/design-system/src/lib/Button/Button.spec.tsx", "content": "import { fireEvent, render, screen } from '@testing-library/react'\nimport Button from './Button'\n\ndescribe('Button', () => {\n describe('when rendered with text', () => {\n it('should display the text', () => {\n const component = render()\n\n expect(screen.getByText('Hello, World!')).toBeInTheDocument()\n expect(component).toMatchSnapshot()\n })\n })\n\n describe('when pressed', () => {\n it('should call the `onClick` callback', () => {\n const onClickMock = jest.fn()\n render()\n\n fireEvent.click(screen.getByRole('button'))\n expect(onClickMock).toHaveBeenCalledTimes(1)\n })\n })\n\n describe('when passed an `href` value', () => {\n it('should render as an element', () => {\n const component = render()\n // Ideally we'd actually assert the tag name here, but I can't see a good way to do that\n expect(component).toMatchSnapshot()\n })\n })\n\n describe('when passed an `as` prop', () => {\n it('should render as the specified element', () => {\n const component = render()\n // Ideally we'd actually assert the tag name here, but I can't see a good way to do that\n expect(component).toMatchSnapshot()\n })\n })\n})\n" }, { "path": "libs/design-system/src/lib/Button/Button.stories.tsx", "content": "import type { Story, Meta } from '@storybook/react'\nimport type { ButtonProps } from './Button'\n\nimport Button from './Button'\n\nexport default {\n title: 'Components/Button',\n component: Button,\n parameters: { controls: { exclude: ['as', 'className', 'onClick'] } },\n argTypes: {\n children: {\n control: 'text',\n description: 'Button content',\n },\n },\n args: {\n children: 'Click Me!',\n variant: 'primary',\n },\n} as Meta\n\nconst Template: Story = (args) => \n \n ,\n \"container\":
    \n \n Hello, World!\n \n
    ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n" }, { "path": "libs/design-system/src/lib/Button/index.ts", "content": "export { default as Button } from './Button'\nexport type { ButtonVariant, ButtonProps } from './Button'\n" }, { "path": "libs/design-system/src/lib/Checkbox/Checkbox.spec.tsx", "content": "/* eslint-disable @typescript-eslint/no-empty-function */\nimport { fireEvent, render, screen } from '@testing-library/react'\nimport { Checkbox } from '.'\n\ndescribe('Checkbox', () => {\n describe('when rendered with a label', () => {\n it('should display the label', () => {\n const component = render( {}} label=\"Checkbox label\" />)\n\n expect(screen.getByText('Checkbox label')).toBeInTheDocument()\n expect(component).toMatchSnapshot()\n })\n })\n\n describe('when pressed', () => {\n it('should call the `onChange` callback', () => {\n const onChangeMock = jest.fn()\n render()\n\n fireEvent.click(screen.getByRole('switch'))\n expect(onChangeMock).toHaveBeenCalledTimes(1)\n })\n })\n\n describe('when toggle is checked', () => {\n it('should display a checkmark', () => {\n const component = render( {}} checked />)\n\n expect(component).toMatchSnapshot()\n })\n })\n})\n" }, { "path": "libs/design-system/src/lib/Checkbox/Checkbox.stories.tsx", "content": "import type { Story, Meta } from '@storybook/react'\nimport type { CheckboxProps } from './Checkbox'\nimport { useState } from 'react'\n\nimport Checkbox from './Checkbox'\n\nexport default {\n title: 'Components/Checkbox',\n component: Checkbox,\n parameters: { controls: { exclude: ['className', 'onClick'] } },\n args: {\n label: 'Check something',\n },\n} as Meta\n\nconst Template: Story = (args) => {\n const [enabled, setEnabled] = useState(args.checked)\n\n return setEnabled(checked)} />\n}\n\nexport const Base = Template.bind({})\n" }, { "path": "libs/design-system/src/lib/Checkbox/Checkbox.tsx", "content": "import { Switch } from '@headlessui/react'\nimport classNames from 'classnames'\nimport type { ReactNode } from 'react'\n\nexport interface CheckboxProps {\n label?: ReactNode\n checked?: boolean\n onChange?: (checked: boolean) => void\n className?: string\n wrapperClassName?: string\n disabled?: boolean\n dark?: boolean\n}\n\nexport default function Checkbox({\n label,\n checked = false,\n className,\n wrapperClassName,\n disabled = false,\n onChange,\n dark = false,\n ...rest\n}: CheckboxProps): JSX.Element {\n return (\n \n \n onChange && onChange(checked)}\n {...rest}\n >\n {checked && (\n \n \n \n )}\n \n {label && {label}}\n \n \n )\n}\n" }, { "path": "libs/design-system/src/lib/Checkbox/__snapshots__/Checkbox.spec.tsx.snap", "content": "// Jest Snapshot v1, https://goo.gl/fbAQLP\n\nexports[`Checkbox when rendered with a label should display the label 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n \n Checkbox label\n \n
    \n \n ,\n \"container\":
    \n \n \n \n Checkbox label\n \n
    \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n\nexports[`Checkbox when toggle is checked should display a checkmark 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n \n \n \n \n
    \n \n ,\n \"container\":
    \n \n \n \n \n \n \n
    \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n" }, { "path": "libs/design-system/src/lib/Checkbox/index.ts", "content": "export { default as Checkbox } from './Checkbox'\nexport type { CheckboxProps } from './Checkbox'\n" }, { "path": "libs/design-system/src/lib/DatePicker/DatePicker.spec.tsx", "content": "import user from '@testing-library/user-event'\nimport { fireEvent, render, screen, waitFor } from '@testing-library/react'\nimport { DatePicker } from './'\nimport { DateTime } from 'luxon'\n\n// DatePicker configuration\nconst minDate = DateTime.now().minus({ years: 2 })\nconst maxDate = DateTime.now()\n\ndescribe('', () => {\n describe('When datepicker is closed', () => {\n it('should have placeholder when empty', () => {\n const onChangeMock = jest.fn()\n\n const component = render(\n \n )\n\n expect(screen.getByPlaceholderText('MM / DD / YYYY')).toBeInTheDocument()\n expect(screen.queryByText('Cancel')).not.toBeInTheDocument()\n expect(screen.queryByText('Apply')).not.toBeInTheDocument()\n expect(component).toMatchSnapshot()\n })\n\n it('should have date when valid', () => {\n const onChangeMock = jest.fn()\n\n const component = render(\n \n )\n\n const input = component.getByPlaceholderText('MM / DD / YYYY') as HTMLInputElement\n\n user.type(input, '02012021')\n expect(onChangeMock).toHaveBeenCalledWith('2021-02-01')\n expect(screen.queryByText('Date must be')).not.toBeInTheDocument()\n\n expect(screen.queryByText('Cancel')).not.toBeInTheDocument()\n expect(screen.queryByText('Apply')).not.toBeInTheDocument()\n })\n })\n\n describe('When datepicker is expanded', () => {\n it('should be able to open modal and select a date', async () => {\n const onChangeMock = jest.fn()\n\n render(\n
    \n \n
    \n )\n\n const currentMonth = DateTime.now()\n const priorMonth = DateTime.now().minus({ months: 1 })\n\n // Open the modal\n fireEvent.click(screen.getByTestId('datepicker-toggle-icon'))\n\n await waitFor(() => expect(screen.getByTestId('datepicker-panel')).toBeInTheDocument())\n\n // Go back a month\n fireEvent.click(screen.getByTestId('datepicker-range-back-arrow'))\n expect(screen.queryByText(priorMonth.monthShort)).toBeInTheDocument()\n expect(screen.queryByText(priorMonth.year)).toBeInTheDocument()\n\n // Go forward a month\n fireEvent.click(screen.getByTestId('datepicker-range-next-arrow'))\n expect(screen.queryByText(currentMonth.monthShort)).toBeInTheDocument()\n expect(screen.queryByText(currentMonth.year)).toBeInTheDocument()\n\n // Select a date\n fireEvent.click(screen.getByText('17'))\n fireEvent.click(screen.getByText('Apply'))\n expect(onChangeMock).toHaveBeenCalledWith(\n DateTime.fromObject(\n {\n day: 17,\n month: currentMonth.month,\n year: currentMonth.year,\n },\n { zone: 'utc' }\n ).toISODate()\n )\n })\n })\n})\n" }, { "path": "libs/design-system/src/lib/DatePicker/DatePicker.stories.tsx", "content": "import type { Story, Meta } from '@storybook/react'\nimport type { DatePickerProps } from './DatePicker'\nimport { useState } from 'react'\n\nimport DatePicker from './DatePicker'\n\nexport default {\n title: 'Components/DatePicker',\n component: DatePicker,\n argTypes: {\n placeholder: { description: 'The Input placeholder value' },\n value: { description: 'Valid ISO 8601 string' },\n minDate: { control: 'text', description: 'Valid ISO 8601 string' },\n maxDate: { control: 'text', description: 'Valid ISO 8601 string' },\n error: { control: 'text', description: 'Error message' },\n },\n} as Meta\n\nexport const Base: Story = (props: DatePickerProps) => {\n const [date, setDate] = useState(null)\n\n return (\n
    \n \n
    \n )\n}\n" }, { "path": "libs/design-system/src/lib/DatePicker/DatePicker.tsx", "content": "import type * as PopperJs from '@popperjs/core'\nimport { PatternFormat, type NumberFormatValues } from 'react-number-format'\nimport type { Ref } from 'react'\nimport { useState, useCallback, forwardRef } from 'react'\nimport { Popover, Portal } from '@headlessui/react'\nimport { RiCalendarEventFill as CalendarIcon } from 'react-icons/ri'\nimport { Button, Input } from '../..'\nimport { DateTime } from 'luxon'\nimport classNames from 'classnames'\nimport { usePopper } from 'react-popper'\nimport { DatePickerCalendar } from './DatePickerCalendar'\nimport { MAX_SUPPORTED_DATE, MIN_SUPPORTED_DATE } from './utils'\n\nconst INPUT_DATE_FORMAT = 'MM / dd / yyyy'\n\nexport interface DatePickerProps {\n name: string\n value: string | null\n onChange: (date: string | null) => void\n error?: string\n label?: string\n className?: string\n placeholder?: string\n minCalendarDate?: string\n maxCalendarDate?: string\n popperPlacement?: PopperJs.Placement\n popperStrategy?: PopperJs.PositioningStrategy\n}\n\nfunction toFormattedStr(date: string | null) {\n if (!date) return ''\n return DateTime.fromISO(date).toFormat(INPUT_DATE_FORMAT)\n}\n\nfunction DatePicker(\n {\n name,\n value,\n onChange,\n error,\n label,\n className,\n placeholder = 'MM / DD / YYYY',\n minCalendarDate = MIN_SUPPORTED_DATE.toISODate(),\n maxCalendarDate = MAX_SUPPORTED_DATE.toISODate(),\n popperPlacement = 'auto',\n popperStrategy = 'fixed',\n }: DatePickerProps,\n ref: Ref\n): JSX.Element {\n // Positions the datepicker panel appropriately based on screen size and parent elements\n const [referenceElement, setReferenceElement] = useState()\n const [popperElement, setPopperElement] = useState()\n const { styles, attributes } = usePopper(referenceElement, popperElement, {\n placement: popperPlacement,\n strategy: popperStrategy,\n modifiers: [\n {\n name: 'offset',\n options: {\n offset: [0, 8],\n },\n },\n {\n name: 'preventOverflow',\n options: {\n altAxis: true,\n },\n },\n ],\n })\n\n const [calendarValue, setCalendarValue] = useState(value ?? '')\n\n // Only change input value when it is cleared or is a date value\n const handleInputValueChange = useCallback(\n (date: NumberFormatValues) => {\n if (!date.formattedValue) {\n setCalendarValue('')\n onChange(null)\n } else {\n const inputDate = DateTime.fromFormat(date.formattedValue, INPUT_DATE_FORMAT)\n\n if (inputDate.isValid) {\n setCalendarValue(inputDate.toISODate())\n onChange(inputDate.toISODate())\n }\n }\n },\n [onChange]\n )\n\n return (\n \n
    \n - https://github.com/s-yadav/react-number-format#custom-inputs\n getInputRef={ref}\n format=\"## / ## / ####\"\n placeholder={placeholder}\n mask={['M', 'M', 'D', 'D', 'Y', 'Y', 'Y', 'Y']}\n value={toFormattedStr(value)}\n error={error}\n label={label}\n onValueChange={handleInputValueChange}\n fixedRightOverride={\n \n \n \n }\n />\n
    \n\n \n \n {({ close }) => (\n \n
    \n {/* Calendar */}\n
    \n \n {\n // reset to input value\n setCalendarValue(value ?? '')\n close()\n }}\n >\n Cancel\n \n {\n onChange(\n calendarValue ? calendarValue : null\n ) // commit value change\n close()\n }}\n >\n Apply\n \n
    \n }\n />\n
    \n \n \n )}\n \n     \n     \n )\n}\n\nexport default forwardRef(DatePicker)\n" }, { "path": "libs/design-system/src/lib/DatePicker/DatePickerCalendar.tsx", "content": "import type { DateObj } from 'dayzed'\nimport classNames from 'classnames'\nimport { useDayzed } from 'dayzed'\nimport { DateTime, Info } from 'luxon'\nimport { useMemo, useState } from 'react'\nimport { RiArrowLeftSLine, RiArrowRightSLine } from 'react-icons/ri'\nimport { DatePickerMonth } from './DatePickerMonth'\nimport { DatePickerYear } from './DatePickerYear'\n\nexport interface DatePickerCalendarProps {\n date?: string\n onChange: (date: string) => void\n minDate: string\n maxDate: string\n controlButtons: React.ReactNode\n}\n\nexport function DatePickerCalendar({\n date,\n onChange,\n minDate,\n maxDate,\n controlButtons,\n}: DatePickerCalendarProps) {\n const { currentCalendarDate, currentCalendarSelection } = useMemo(() => {\n if (!date)\n return { currentCalendarDate: DateTime.now().toJSDate(), currentCalendarSelection: [] }\n\n return {\n currentCalendarDate: DateTime.fromISO(date).toJSDate(),\n currentCalendarSelection: DateTime.fromISO(date).toJSDate(),\n }\n }, [date])\n\n const [offset, setOffset] = useState(0)\n\n const { calendars, getBackProps, getForwardProps, getDateProps } = useDayzed({\n date: currentCalendarDate, // determines what month to show\n selected: currentCalendarSelection,\n onDateSelected: (dateObj: DateObj) => {\n setOffset(0)\n onChange(DateTime.fromJSDate(dateObj.date).toISODate())\n },\n minDate: DateTime.fromISO(minDate).toJSDate(),\n maxDate: DateTime.fromISO(maxDate).toJSDate(),\n offset,\n onOffsetChanged: setOffset,\n })\n\n const [view, setView] = useState<'calendar' | 'month' | 'year'>('calendar')\n\n return (\n
    \n {view === 'calendar' && (\n
    \n {/* Back button (- 1 month) */}\n \n \n \n\n {/* Displays the calendar's current month and year */}\n
    \n setView('month')}\n >\n {Info.months('short')[calendars[0].month]}\n \n setView('year')}\n >\n {calendars[0].year}\n \n
    \n\n {/* Forward button (+ 1 month) */}\n \n \n \n
    \n )}\n
    \n {view === 'month' && (\n setView('calendar')}\n />\n )}\n {view === 'year' && (\n setView('calendar')}\n />\n )}\n {view === 'calendar' &&\n calendars.map((calendar) => (\n \n {/* Day names row */}\n
    \n {/* Rotate Info.weekdays +6 to start with Sunday */}\n {[...Array(7)].map((_, day) => (\n
    \n {Info.weekdays('short')[(day + 6) % 7]}\n
    \n ))}\n
    \n\n {/* Date cells */}\n
    \n {calendar.weeks.map((week, weekIndex) => (\n \n {week.map((dateObj, dateIndex) => {\n if (dateObj) {\n return (\n \n {/* Date button */}\n \n {dateObj.date.getDate()}\n \n
    \n )\n }\n\n // Empty cell\n return (\n
    \n )\n })}\n
    \n ))}\n \n \n ))}\n \n\n {view === 'calendar' && controlButtons}\n \n )\n}\n" }, { "path": "libs/design-system/src/lib/DatePicker/DatePickerInput.tsx", "content": "import { type NumberFormatValues, PatternFormat } from 'react-number-format'\nimport { DateTime } from 'luxon'\nimport { useCallback } from 'react'\nimport { Input } from '../inputs'\n\nexport interface DatePickerInput {\n onChange: (value: string) => void\n value?: string\n error?: string\n hasError?: boolean\n onError?: (error: string) => void\n minDate?: string\n maxDate?: string\n className?: string\n}\n\nexport function DatePickerInput({\n value,\n onChange,\n error,\n hasError,\n onError,\n minDate,\n maxDate,\n className,\n}: DatePickerInput) {\n const handleInputValueChange = useCallback(\n (date: NumberFormatValues) => {\n if (date.value.length === 8) {\n let errorMessage = ''\n\n /**\n * react-number-format guarantees that we will always have valid user inputs, so\n * we can rely on the length of the user input string to determine when the date\n * is valid and when we should update it in the UI\n */\n const month = +date.value.substring(0, 2)\n const day = +date.value.substring(2, 4)\n const year = +date.value.substring(4, 8)\n\n const inputDate = DateTime.fromObject({ month, day, year })\n\n // Make sure date is valid\n if (!inputDate.isValid) errorMessage = 'Invalid date provided'\n\n const min = DateTime.fromISO(\n minDate || DateTime.now().minus({ years: 50 }).toISODate()\n )\n\n const max = DateTime.fromISO(maxDate || DateTime.now().toISODate())\n\n if (inputDate < min) errorMessage = `Date must be greater than ${min.toISODate()}`\n if (inputDate > max) errorMessage = `Date must be less than ${max.toISODate()}`\n\n if (errorMessage) {\n onError && onError(errorMessage)\n } else {\n onError && onError('')\n }\n\n // Pass value back in YYYY-MM-DD format\n onChange(inputDate.toFormat('yyyy-MM-dd'))\n }\n },\n [minDate, maxDate, onChange, onError]\n )\n\n return (\n - https://github.com/s-yadav/react-number-format#custom-inputs\n format=\"## / ## / ####\"\n mask={['M', 'M', 'D', 'D', 'Y', 'Y', 'Y', 'Y']}\n value={value ? DateTime.fromISO(value).toFormat('MM / dd / yyyy') : ''} // must pass an empty string for the \"undefined\" condition to trigger a re-render\n error={error}\n hasError={!!error || hasError}\n onValueChange={handleInputValueChange}\n className={className}\n placeholder=\"MM / DD / YYYY\"\n inputClassName=\"text-center\"\n />\n )\n}\n" }, { "path": "libs/design-system/src/lib/DatePicker/DatePickerMonth.tsx", "content": "import type { Calendar, GetBackForwardPropsOptions } from 'dayzed'\nimport classNames from 'classnames'\nimport { Info } from 'luxon'\nimport { useMemo } from 'react'\nimport { RiArrowLeftSLine, RiArrowRightSLine } from 'react-icons/ri'\n\nexport interface DatePickerMonthProps {\n calendars: Calendar[]\n getBackProps: (data: GetBackForwardPropsOptions) => Record\n getForwardProps: (data: GetBackForwardPropsOptions) => Record\n onMonthSelected: () => void\n}\n\nexport function DatePickerMonth({\n calendars,\n getBackProps,\n getForwardProps,\n onMonthSelected,\n}: DatePickerMonthProps) {\n const calendar = calendars[0]\n\n const selectedMonth = useMemo(() => `${calendar.year}/${calendar.month}`, [])\n\n const getMonthProps = (month: number) => {\n if (month > calendar.month) {\n return getForwardProps({\n calendars,\n offset: month - calendar.month,\n onClick: onMonthSelected,\n })\n }\n\n return getBackProps({ calendars, offset: calendar.month - month, onClick: onMonthSelected })\n }\n\n const months = Info.months('short')\n\n return (\n
    \n
    \n \n \n \n \n {calendar.year}\n \n \n \n \n
    \n
    \n {months.map((month, index) => (\n \n {month}\n \n ))}\n
    \n
    \n )\n}\n" }, { "path": "libs/design-system/src/lib/DatePicker/DatePickerQuickSelect.tsx", "content": "import type { DateRange, SelectableDateRange } from './selectableRanges'\nimport { RadioGroup } from '@headlessui/react'\nimport classNames from 'classnames'\nimport { DateTime } from 'luxon'\nimport { useMemo } from 'react'\n\ninterface DatePickerQuickSelectProps {\n ranges: SelectableDateRange[]\n value?: Partial\n onChange: (range: DateRange) => void\n}\n\nexport function DatePickerQuickSelect({ ranges, value, onChange }: DatePickerQuickSelectProps) {\n const optionStyle = 'pl-2 pr-8 py-1.5 rounded'\n\n const daysSelected = useMemo(() => {\n if (!value || !value.start || !value.end) return ''\n\n const start = DateTime.fromISO(value.start)\n const end = DateTime.fromISO(value.end)\n\n const diffDays = end.diff(start, 'days').days\n const diffMonths = end.diff(start, 'months').months\n const diffYears = end.diff(start, 'years').years\n\n if (diffDays <= 90) {\n return `Selected: ${Math.ceil(diffDays + 1)} days`\n } else if (diffDays < 365) {\n return `Selected: ${Math.round(diffMonths)} months`\n } else {\n return `Selected: ${Math.round(diffYears)} years`\n }\n }, [value])\n\n // Determines whether the current value is custom, or one of the pre-defined options\n const { isCustom, radioValue } = useMemo(() => {\n if (!value) return { isCustom: true }\n\n const index = ranges.findIndex(\n (val: SelectableDateRange) => val.start === value.start && val.end === value.end\n )\n\n if (index === -1) {\n return {\n radioValue: { label: 'Custom', start: value.start, end: value.end },\n isCustom: true,\n }\n } else {\n return { radioValue: ranges[index], isCustom: false }\n }\n }, [value, ranges])\n\n return (\n
    \n \n onChange({ start: radioValue.start, end: radioValue.end })\n }\n >\n {ranges.map((range) => (\n \n {({ active, checked }) => (\n \n {range.label}\n
    \n )}\n \n ))}\n \n
    \n \n Custom range\n
    \n \n
    {daysSelected}
    \n \n )\n}\n" }, { "path": "libs/design-system/src/lib/DatePicker/DatePickerRange/DatePickerRange.spec.tsx", "content": "import user from '@testing-library/user-event'\nimport { fireEvent, getQueriesForElement, render, screen, waitFor } from '@testing-library/react'\nimport { DatePickerRange } from './DatePickerRange'\nimport { DateTime } from 'luxon'\n\n// Set date to Oct 29, 2021 to keep snapshots consistent\nbeforeAll(() => jest.useFakeTimers().setSystemTime(new Date('2021-10-29 12:00:00')))\n\n// DatePicker configuration\nconst minDate = DateTime.now().minus({ years: 2 })\nconst maxDate = DateTime.now()\n\ndescribe('', () => {\n describe('When datepicker is closed', () => {\n it('should have placeholder when empty', () => {\n const onChangeMock = jest.fn()\n\n const component = render(\n \n )\n\n expect(screen.queryByText('Select a date range')).toBeInTheDocument()\n expect(screen.queryByText('Cancel')).not.toBeInTheDocument()\n expect(screen.queryByText('Apply')).not.toBeInTheDocument()\n expect(component).toMatchSnapshot()\n })\n\n it('should have date when valid', () => {\n const onChangeMock = jest.fn()\n\n const component = render(\n \n )\n\n expect(screen.queryByText('Jan 01, 2021')).toBeInTheDocument()\n expect(screen.queryByText('to')).toBeInTheDocument()\n expect(screen.queryByText('Jan 01, 2022')).toBeInTheDocument()\n expect(screen.queryByText('Cancel')).not.toBeInTheDocument()\n expect(screen.queryByText('Apply')).not.toBeInTheDocument()\n expect(component).toMatchSnapshot()\n })\n })\n\n describe('When datepicker is expanded', () => {\n it('should be able to select a date from the dropdown while clicking', async () => {\n const onChangeMock = jest.fn()\n\n const start = DateTime.fromISO('2021-12-01')\n const end = DateTime.fromISO('2022-01-31')\n\n render(\n \n )\n\n // Open the modal\n fireEvent.click(screen.getByTestId('datepicker-range-toggle-icon'))\n\n await waitFor(() =>\n expect(screen.getByTestId('datepicker-range-panel')).toBeInTheDocument()\n )\n\n expect(screen.queryByText('Cancel')).toBeInTheDocument()\n expect(screen.queryByText('Apply')).toBeInTheDocument()\n\n expect(screen.queryByText(end.monthShort)).toBeInTheDocument()\n expect(screen.queryByText(end.year)).toBeInTheDocument()\n\n // Go back a month\n fireEvent.click(screen.getByTestId('datepicker-range-back-arrow'))\n expect(screen.queryByText(start.monthShort)).toBeInTheDocument()\n expect(screen.queryByText(start.year)).toBeInTheDocument()\n\n // Select start date\n fireEvent.click(\n await getQueriesForElement(screen.getByTestId('day-cells')).findByText('1')\n )\n\n // Go forward a month\n fireEvent.click(screen.getByTestId('datepicker-range-next-arrow'))\n expect(screen.queryByText(end.monthShort)).toBeInTheDocument()\n expect(screen.queryByText(end.year)).toBeInTheDocument()\n\n // Select end date\n fireEvent.click(\n await getQueriesForElement(screen.getByTestId('day-cells')).findByText('31')\n )\n\n // Submit\n fireEvent.click(screen.getByText('Apply'))\n\n expect(onChangeMock).toHaveBeenCalledWith({\n start: start.toISODate(),\n end: end.toISODate(),\n })\n\n await waitFor(() =>\n expect(screen.queryByTestId('datepicker-range-panel')).not.toBeInTheDocument()\n )\n\n expect(screen.queryByText('Cancel')).not.toBeInTheDocument()\n expect(screen.queryByText('Apply')).not.toBeInTheDocument()\n })\n it('should be able to select a date from the dropdown using inputs', async () => {\n const onChangeMock = jest.fn()\n\n const start = DateTime.fromISO('2022-01-01')\n const end = DateTime.fromISO('2022-01-20')\n\n render(\n \n )\n\n // Open the modal\n fireEvent.click(screen.getByTestId('datepicker-range-toggle-icon'))\n\n await waitFor(() =>\n expect(screen.getByTestId('datepicker-range-panel')).toBeInTheDocument()\n )\n\n expect(screen.queryByText('Cancel')).toBeInTheDocument()\n expect(screen.queryByText('Apply')).toBeInTheDocument()\n\n const dateInputs = screen.getAllByRole('textbox')\n\n user.type(dateInputs[0], start.toFormat('MMddyyyy'))\n user.type(dateInputs[1], end.toFormat('MMddyyyy'))\n\n expect(screen.queryByText(end.monthShort)).toBeInTheDocument()\n expect(screen.queryByText(end.year)).toBeInTheDocument()\n\n // Submit\n fireEvent.click(screen.getByText('Apply'))\n\n expect(onChangeMock).toHaveBeenCalledWith({\n start: start.toISODate(),\n end: end.toISODate(),\n })\n\n await waitFor(() =>\n expect(screen.queryByTestId('datepicker-range-panel')).not.toBeInTheDocument()\n )\n\n expect(screen.queryByText('Cancel')).not.toBeInTheDocument()\n expect(screen.queryByText('Apply')).not.toBeInTheDocument()\n })\n\n it('should be able to select a date using the quick select sidebar', async () => {\n const onChangeMock = jest.fn()\n\n render(\n \n )\n\n // Open the modal\n fireEvent.click(screen.getByTestId('datepicker-range-toggle-icon'))\n\n await waitFor(() =>\n expect(screen.getByTestId('datepicker-range-panel')).toBeInTheDocument()\n )\n\n expect(screen.queryByText('Cancel')).toBeInTheDocument()\n expect(screen.queryByText('Apply')).toBeInTheDocument()\n\n fireEvent.click(screen.getByText('Last month'))\n\n const lastMonth = DateTime.now().minus({ months: 1 })\n\n expect(screen.queryByText(lastMonth.monthShort)).toBeInTheDocument()\n expect(screen.queryByText(lastMonth.year)).toBeInTheDocument()\n\n // Submit\n fireEvent.click(screen.getByText('Apply'))\n\n expect(onChangeMock).toHaveBeenCalledWith({\n start: lastMonth.startOf('month').toISODate(),\n end: lastMonth.endOf('month').toISODate(),\n })\n\n await waitFor(() =>\n expect(screen.queryByTestId('datepicker-range-panel')).not.toBeInTheDocument()\n )\n\n expect(screen.queryByText('Cancel')).not.toBeInTheDocument()\n expect(screen.queryByText('Apply')).not.toBeInTheDocument()\n })\n })\n})\n" }, { "path": "libs/design-system/src/lib/DatePicker/DatePickerRange/DatePickerRange.stories.tsx", "content": "import type { Story, Meta } from '@storybook/react'\nimport type { DateRange } from '../selectableRanges'\nimport { useState } from 'react'\nimport { DateTime } from 'luxon'\nimport { DatePickerRange } from './DatePickerRange'\n\nexport default {\n title: 'Components/DatePicker/DatePickerRange',\n component: DatePickerRange,\n argTypes: {\n placeholder: { description: 'The Input placeholder value' },\n value: { description: 'Valid ISO 8601 string' },\n minDate: { control: 'text', description: 'Valid ISO 8601 string' },\n maxDate: { control: 'text', description: 'Valid ISO 8601 string' },\n },\n} as Meta\n\nexport const Base: Story = (args) => {\n const [range, setRange] = useState | undefined>(undefined)\n\n return (\n
    \n \n
    \n )\n}\n\nexport const Tabs: Story = (args) => {\n // const [range, setRange] = useState | undefined>(undefined)\n\n const [range, setRange] = useState | undefined>({\n start: '2022-02-01',\n end: '2022-02-28',\n })\n\n return (\n
    \n \n
    \n )\n}\n\nexport const TabsWithCustomRange: Story = (args) => {\n // const [range, setRange] = useState | undefined>(undefined)\n\n const [range, setRange] = useState | undefined>({\n start: '2022-02-01',\n end: '2022-02-28',\n })\n\n return (\n
    \n \n
    \n )\n}\n" }, { "path": "libs/design-system/src/lib/DatePicker/DatePickerRange/DatePickerRange.tsx", "content": "import type * as PopperJs from '@popperjs/core'\nimport type { DateRange, SelectableDateRange, SelectableRangeKeys } from '../selectableRanges'\n\nimport { Popover, Portal } from '@headlessui/react'\nimport classNames from 'classnames'\nimport { DateTime } from 'luxon'\nimport { RiArrowRightLine } from 'react-icons/ri'\nimport { useEffect, useMemo, useState } from 'react'\nimport { usePopper } from 'react-popper'\nimport { Button } from '../../Button'\nimport { DatePickerRangeCalendar } from './DatePickerRangeCalendar'\nimport { DatePickerInput } from '../DatePickerInput'\nimport { getNormalizedRanges } from '../selectableRanges'\nimport { DatePickerQuickSelect } from '../DatePickerQuickSelect'\nimport { DatePickerRangeButton } from './DatePickerRangeButton'\nimport { DatePickerRangeTabs } from './DatePickerRangeTabs'\n\nexport interface DatePickerRangeProps {\n variant?: 'default' | 'tabs' | 'tabs-custom'\n value?: Partial\n selectableRanges: Array\n onChange: (range: DateRange) => void\n className?: string\n minDate?: string\n maxDate?: string\n popperPlacement?: PopperJs.Placement\n popperStrategy?: PopperJs.PositioningStrategy\n}\n\nexport function DatePickerRange({\n variant = 'default',\n value,\n selectableRanges,\n onChange,\n className,\n minDate = DateTime.now().minus({ years: 50 }).toISODate(),\n maxDate = DateTime.now().toISODate(),\n popperPlacement = 'bottom-end',\n popperStrategy = 'fixed',\n}: DatePickerRangeProps) {\n // PopperJS configuration: positions the datepicker panel appropriately based on screen size and parent elements\n const [referenceElement, setReferenceElement] = useState()\n const [popperElement, setPopperElement] = useState()\n const { styles, attributes } = usePopper(referenceElement, popperElement, {\n placement: popperPlacement,\n strategy: popperStrategy,\n modifiers: [\n {\n name: 'offset',\n options: {\n offset: [0, variant === 'default' ? 8 : 16],\n },\n },\n {\n name: 'preventOverflow',\n options: {\n altAxis: true,\n },\n },\n ],\n })\n\n const [range, setRange] = useState(value)\n const [rangeError, setRangeError] = useState(false)\n const [startError, setStartError] = useState(false)\n const [endError, setEndError] = useState(false)\n\n useEffect(() => {\n setRangeError(\n range && !!range.start && !!range.end\n ? DateTime.fromISO(range.start) > DateTime.fromISO(range.end)\n : false\n )\n }, [range])\n\n const tabs = useMemo(() => {\n return getNormalizedRanges(selectableRanges)\n }, [selectableRanges])\n\n return (\n \n {variant === 'tabs' ? (\n {\n onChange(range)\n setRange(range)\n }}\n />\n ) : variant === 'tabs-custom' ? (\n {\n onChange(range)\n setRange(range)\n }}\n setReferenceElement={setReferenceElement}\n />\n ) : (\n \n )}\n\n \n \n {({ close }) => (\n \n {variant === 'default' && (\n
    \n \n
    \n )}\n
    \n
    \n \n \n setRange((previous) => ({\n ...previous,\n start,\n }))\n }\n hasError={startError || rangeError}\n onError={(err) => setStartError(!!err)}\n minDate={minDate}\n maxDate={maxDate}\n className=\"w-full xs:w-36\"\n />\n \n \n \n \n setRange((previous) => ({\n ...previous,\n end,\n }))\n }\n hasError={endError || rangeError}\n onError={(err) => setEndError(!!err)}\n minDate={minDate}\n maxDate={maxDate}\n className=\"w-full mb-4 xs:mb-0 xs:w-36\" // On mobile, calendar sits under the inputs\n />\n
    \n }\n controlButtons={\n
    \n close()}\n >\n Cancel\n \n {\n onChange({\n start: range!.start!,\n end: range!.end!,\n })\n close()\n }}\n disabled={\n rangeError ||\n startError ||\n endError ||\n !range ||\n !range.start ||\n !range.end\n }\n >\n Apply\n \n
    \n }\n />\n
    \n \n \n )}\n \n     \n     \n )\n}\n" }, { "path": "libs/design-system/src/lib/DatePicker/DatePickerRange/DatePickerRangeButton.tsx", "content": "import type { DateRange } from '../selectableRanges'\nimport { Popover } from '@headlessui/react'\nimport { DateTime } from 'luxon'\nimport { RiCalendarEventFill } from 'react-icons/ri'\n\nexport interface DatePickerRangeButtonProps {\n value?: Partial\n setPopperReferenceElement: (el: HTMLButtonElement) => void\n}\n\n// The datepicker button that toggles the panel to open/close, and displays the currently selected date range\nexport function DatePickerRangeButton({\n value,\n setPopperReferenceElement,\n}: DatePickerRangeButtonProps) {\n return (\n \n {({ open }) => {\n return (\n \n {open || !value ? (\n Select a date range\n ) : (\n <>\n {value.start && (\n \n {DateTime.fromISO(value.start).toFormat('MMM dd, yyyy')}\n \n )}\n to\n {value.end && (\n \n {DateTime.fromISO(value.end).toFormat('MMM dd, yyyy')}\n \n )}\n \n )}\n \n \n )\n }}\n \n )\n}\n" }, { "path": "libs/design-system/src/lib/DatePicker/DatePickerRange/DatePickerRangeCalendar.tsx", "content": "import type { DateRange } from '../selectableRanges'\nimport type { DateObj } from 'dayzed'\nimport { useDayzed } from 'dayzed'\nimport classNames from 'classnames'\nimport { DateTime, Info } from 'luxon'\nimport { useMemo, useState } from 'react'\nimport { RiArrowLeftSLine, RiArrowRightSLine } from 'react-icons/ri'\n\nimport { DatePickerMonth } from '../DatePickerMonth'\nimport { DatePickerYear } from '../DatePickerYear'\n\nexport interface DatePickerRangeCalendarProps {\n range?: Partial\n onChange: (range: Partial) => void\n minDate: string\n maxDate: string\n rangeInputs: React.ReactNode\n controlButtons: React.ReactNode\n}\n\nexport function DatePickerRangeCalendar({\n range,\n onChange,\n minDate,\n maxDate,\n rangeInputs,\n controlButtons,\n}: DatePickerRangeCalendarProps) {\n const { currentCalendarDate, currentCalendarSelection } = useMemo(() => {\n if (!range)\n return { currentCalendarDate: DateTime.now().toJSDate(), currentCalendarSelection: [] }\n\n const dates: Date[] = []\n\n if (range.start) {\n dates.push(DateTime.fromISO(range.start).toJSDate())\n }\n\n if (range.end) {\n dates.push(DateTime.fromISO(range.end).toJSDate())\n }\n\n return {\n currentCalendarDate: DateTime.fromISO(\n range.start && range.end ? range.end! : range.start!\n ).toJSDate(),\n currentCalendarSelection: dates,\n }\n }, [range])\n\n const [offset, setOffset] = useState(0)\n\n const { calendars, getBackProps, getForwardProps, getDateProps } = useDayzed({\n date: currentCalendarDate, // determines what month to show\n selected: currentCalendarSelection,\n onDateSelected: (dateObj: DateObj) => {\n const date = DateTime.fromJSDate(dateObj.date)\n const start = range && range.start ? DateTime.fromISO(range.start) : undefined\n const end = range && range.end ? DateTime.fromISO(range.end) : undefined\n\n // We always want the calendar reflecting the most recently selected date (regardless of whether that date is\n // the beginning or end of the range selection). An offset should only exist *between* user clicks.\n setOffset(0)\n\n // Start the range process over\n if ((start && end) || !start || (start && date < start)) {\n onChange({ start: date.toISODate(), end: undefined })\n\n return\n }\n\n onChange({ start: range!.start, end: date.toISODate() })\n },\n minDate: DateTime.fromISO(minDate).toJSDate(),\n maxDate: DateTime.fromISO(maxDate).toJSDate(),\n offset,\n onOffsetChanged: setOffset,\n })\n\n const [view, setView] = useState<'calendar' | 'month' | 'year'>('calendar')\n\n return (\n
    \n {view === 'calendar' && (\n
    \n {/* Back button (- 1 month) */}\n \n \n \n\n {/* Displays the calendar's current month and year */}\n
    \n setView('month')}\n >\n {Info.months('short')[calendars[0].month]}\n \n setView('year')}\n >\n {calendars[0].year}\n \n
    \n\n {/* Forward button (+ 1 month) */}\n \n \n \n
    \n )}\n {view === 'calendar' && rangeInputs}\n
    \n {view === 'month' && (\n setView('calendar')}\n />\n )}\n {view === 'year' && (\n setView('calendar')}\n />\n )}\n {view === 'calendar' &&\n calendars.map((calendar) => (\n \n {/* Day names row */}\n
    \n {/* Rotate Info.weekdays +6 to start with Sunday */}\n {[...Array(7)].map((_, day) => (\n \n {Info.weekdays('short')[(day + 6) % 7]}\n
    \n ))}\n
    \n\n {/* Date cells */}\n
    \n {calendar.weeks.map((week, weekIndex) => (\n \n {week.map((dateObj, dateIndex) => {\n if (dateObj) {\n const d = DateTime.fromJSDate(dateObj.date)\n\n const start =\n range && range.start\n ? DateTime.fromISO(range.start)\n : undefined\n\n const end =\n range && range.end\n ? DateTime.fromISO(range.end)\n : undefined\n\n const hasBothDates = !!start && !!end\n const inRange = start && end && d > start && d < end\n const isEnd =\n end && d.toISODate() === end.toISODate()\n const isStart =\n start && d.toISODate() === start.toISODate()\n\n const isFirstWeekday = dateObj.date.getDay() === 0\n const isLastWeekday = dateObj.date.getDay() === 6\n const isFirstDayOfMonth =\n dateObj.date.getDate() === 1\n const isLastDayOfMonth =\n dateObj.date.getDate() ===\n calendar.lastDayOfMonth.getDate()\n\n return (\n \n {hasBothDates &&\n ((isStart &&\n !isLastWeekday &&\n !isLastDayOfMonth) ||\n (isEnd &&\n !isFirstWeekday &&\n !isFirstDayOfMonth)) &&\n start.toISODate() !==\n end.toISODate() && (\n <>\n {/* Fills background color gap for cells at ends of range */}\n
    \n \n )}\n {/* Actual date button */}\n \n {dateObj.date.getDate()}\n \n
    \n )\n }\n\n // Empty cell\n return (\n \n )\n })}\n \n ))}\n \n \n ))}\n \n\n {view === 'calendar' && controlButtons}\n \n )\n}\n" }, { "path": "libs/design-system/src/lib/DatePicker/DatePickerRange/DatePickerRangeTabs.tsx", "content": "import type { Dispatch, SetStateAction } from 'react'\nimport type { DateRange, SelectableDateRange } from '..'\nimport { useMemo } from 'react'\nimport { Popover, Tab } from '@headlessui/react'\nimport classNames from 'classnames'\nimport { RiCalendarEventFill } from 'react-icons/ri'\n\nexport type DatePickerRangeTabsProps =\n | {\n variant: 'custom'\n value?: Partial\n onChange: (range: DateRange) => void\n tabs: Array\n setReferenceElement?: Dispatch>\n }\n | {\n variant: 'default'\n value?: Partial\n onChange: (range: DateRange) => void\n tabs: SelectableDateRange[]\n setReferenceElement?: never\n }\n\nfunction DefaultTab({ value, selected }: { value: string; selected: boolean }) {\n return (\n \n {value}\n \n )\n}\n\nconst NOT_SELECTED_TAB_INDEX = 999\n\n// The tabs that persistently show and can toggle the panel to open/close\nexport function DatePickerRangeTabs(props: DatePickerRangeTabsProps) {\n const selectedIndex = useMemo(() => {\n // No range, no tab selected\n if (!props.value?.start || !props.value?.end) {\n return NOT_SELECTED_TAB_INDEX\n }\n\n const tabIndex = props.tabs.findIndex(\n (tab) =>\n typeof tab !== 'string' && // not custom tab\n tab.start === props.value?.start &&\n tab.end === props.value?.end\n )\n\n // known range, select tab\n if (tabIndex !== -1) {\n return tabIndex\n }\n\n const customTabIndex = props.tabs.findIndex(\n (tab) => typeof tab === 'string' && tab === 'custom'\n )\n\n // custom range, select custom tab\n if (customTabIndex !== -1) {\n return customTabIndex\n }\n\n return NOT_SELECTED_TAB_INDEX\n }, [props.tabs, props.value?.start, props.value?.end])\n\n // Render the custom variant (a datepicker shows up as the very last tab)\n if (props.variant === 'custom') {\n return (\n
    \n {\n const tab = props.tabs[index]\n\n // If the \"custom\" tab is clicked, we defer state updates until the user interacts with the calendar panel and submits\n if (tab !== 'custom') {\n props.onChange({ start: tab.start, end: tab.end })\n }\n }}\n >\n \n {props.tabs.map((tab) => (\n \n {({ selected }) =>\n tab === 'custom' ? (\n renders as a button by default)\n data-testid=\"datepicker-range-toggle-icon-tabs\"\n className={classNames(\n 'px-4 flex items-center text-gray-100 rounded h-8 hover:bg-gray-300',\n selected && 'bg-gray-400 text-white shadow'\n )}\n >\n \n \n ) : (\n \n )\n }\n \n ))}\n \n \n
    \n )\n }\n\n // Default implementation - no datepicker is available to click here\n return (\n
    \n {\n const { start, end } = props.tabs[index]\n props.onChange({ start, end })\n }}\n >\n \n {props.tabs.map((tab) => (\n \n {({ selected }) => (\n \n )}\n \n ))}\n \n \n
    \n )\n}\n" }, { "path": "libs/design-system/src/lib/DatePicker/DatePickerRange/__snapshots__/DatePickerRange.spec.tsx.snap", "content": "// Jest Snapshot v1, https://goo.gl/fbAQLP\n\nexports[` When datepicker is closed should have date when valid 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n \n \n \n \n
    \n \n \n \n \n Jan 01, 2021\n \n \n to\n \n \n Jan 01, 2022\n \n \n \n \n \n \n \n
    \n \n \n \n ,\n \"container\":
    \n \n \n \n \n Jan 01, 2021\n \n \n to\n \n \n Jan 01, 2022\n \n \n \n \n \n \n \n
    \n \n \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n\nexports[` When datepicker is closed should have placeholder when empty 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n \n \n Select a date range\n \n \n \n \n \n \n \n
    \n \n \n \n \n \n \n ,\n \"container\":
    \n \n \n \n \n Select a date range\n \n \n \n \n \n \n \n
    \n \n \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n" }, { "path": "libs/design-system/src/lib/DatePicker/DatePickerRange/index.ts", "content": "export * from './DatePickerRange'\n" }, { "path": "libs/design-system/src/lib/DatePicker/DatePickerYear.tsx", "content": "import type { Calendar, GetBackForwardPropsOptions } from 'dayzed'\nimport classNames from 'classnames'\nimport { RiArrowLeftSLine, RiArrowRightSLine } from 'react-icons/ri'\n\nimport { generateYearsRange, disabled } from './utils'\n\nexport interface DatePickerYearProps {\n calendars: Calendar[]\n getBackProps: (data: GetBackForwardPropsOptions) => Record\n getForwardProps: (data: GetBackForwardPropsOptions) => Record\n onYearSelected: () => void\n minDate: string\n maxDate: string\n}\n\nexport function DatePickerYear({\n calendars,\n getBackProps,\n getForwardProps,\n onYearSelected,\n minDate,\n maxDate,\n}: DatePickerYearProps) {\n const calendar = calendars[0]\n const selectedYear = calendar.year\n const years = generateYearsRange(selectedYear)\n\n const getYearProps = (year: number) => {\n if (year > calendar.year) {\n const forwardProps = getForwardProps({\n calendars,\n offset: (year - calendar.year) * 12,\n onClick: onYearSelected,\n })\n\n return {\n ...forwardProps,\n disabled: disabled({ year, maxDate }),\n }\n }\n\n const backProps = getBackProps({\n calendars,\n offset: (calendar.year - year) * 12,\n onClick: onYearSelected,\n })\n\n return {\n ...backProps,\n disabled: disabled({ year, minDate }),\n }\n }\n\n return (\n
    \n
    \n \n \n \n \n {`${calendar.year - 5} - ${calendar.year + 6}`}\n \n \n \n \n
    \n
    \n {years.map((year) => (\n \n {year}\n \n ))}\n
    \n
    \n )\n}\n" }, { "path": "libs/design-system/src/lib/DatePicker/__snapshots__/DatePicker.spec.tsx.snap", "content": "// Jest Snapshot v1, https://goo.gl/fbAQLP\n\nexports[` When datepicker is closed should have placeholder when empty 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n
    \n \n \n \n \n \n \n \n \n \n \n \n \n \n
    \n \n
    \n \n \n \n \n \n ,\n \"container\":
    \n \n
    \n \n \n \n \n \n \n \n \n \n \n \n \n \n
    \n \n
    \n \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n" }, { "path": "libs/design-system/src/lib/DatePicker/index.ts", "content": "export type { DatePickerProps } from './DatePicker'\nexport type { DatePickerRangeProps } from './DatePickerRange'\nexport type { DateRange, SelectableRangeKeys, SelectableDateRange } from './selectableRanges'\n\nexport { default as DatePicker } from './DatePicker'\nexport { DatePickerRange } from './DatePickerRange'\nexport { getNormalizedRanges, getRangeDescription } from './selectableRanges'\n" }, { "path": "libs/design-system/src/lib/DatePicker/selectableRanges.ts", "content": "import { DateTime } from 'luxon'\n\nexport type DateRange = {\n start: string\n end: string\n}\n\nexport type SelectableRangeKeys =\n | 'day'\n | 'last-7-days'\n | 'this-month'\n | 'prior-month'\n | 'last-30-days'\n | 'last-90-days'\n | 'last-6-months'\n | 'this-year'\n | 'prior-year'\n | 'last-365-days'\n | 'last-3-years'\n | 'last-5-years'\n\nexport type SelectableDateRange = DateRange & {\n label: string\n labelShort: string\n alternateLabel?: string\n}\n\nexport const getNormalizedRanges: (\n selections: Array | 'all'\n) => SelectableDateRange[] = (selections) => {\n const now = DateTime.now()\n const nowISO = now.toISODate()\n\n const ranges: { [key in SelectableRangeKeys]: SelectableDateRange } = {\n day: {\n label: 'Today',\n labelShort: '1D',\n alternateLabel: 'today',\n start: now.minus({ days: 1 }).toISODate(),\n end: nowISO,\n },\n 'last-7-days': {\n label: 'Last 7 days',\n labelShort: '7D',\n alternateLabel: 'past week',\n start: now.minus({ days: 7 }).toISODate(),\n end: nowISO,\n },\n 'this-month': {\n label: 'This month',\n labelShort: 'This month',\n alternateLabel: 'this month',\n start: now.startOf('month').toISODate(),\n end: nowISO,\n },\n 'prior-month': {\n label: 'Last month',\n labelShort: 'Last month',\n alternateLabel: 'last month',\n start: now.minus({ months: 1 }).startOf('month').toISODate(),\n end: now.minus({ months: 1 }).endOf('month').toISODate(),\n },\n 'last-30-days': {\n label: 'Last month',\n labelShort: '1M',\n alternateLabel: 'past month',\n start: now.minus({ days: 30 }).toISODate(),\n end: nowISO,\n },\n 'last-90-days': {\n label: 'Last 3 months',\n labelShort: '3M',\n alternateLabel: 'past 3 months',\n start: now.minus({ days: 90 }).toISODate(),\n end: nowISO,\n },\n 'last-6-months': {\n label: 'Last 6 months',\n labelShort: '6M',\n alternateLabel: 'past 6 months',\n start: now.minus({ months: 6 }).toISODate(),\n end: nowISO,\n },\n 'prior-year': {\n label: 'Last year',\n labelShort: 'Last year',\n alternateLabel: 'last year',\n start: now.minus({ years: 1 }).startOf('year').toISODate(),\n end: now.minus({ years: 1 }).endOf('year').toISODate(),\n },\n 'last-365-days': {\n label: 'Last 365 days',\n labelShort: '1Y',\n alternateLabel: 'past year',\n start: now.minus({ days: 365 }).toISODate(),\n end: nowISO,\n },\n 'this-year': {\n label: 'This year',\n labelShort: 'YTD',\n alternateLabel: 'this year',\n start: now.startOf('year').toISODate(),\n end: nowISO,\n },\n 'last-3-years': {\n label: 'Last 3 years',\n labelShort: '3Y',\n alternateLabel: 'past 3 years',\n start: now.minus({ years: 3 }).toISODate(),\n end: nowISO,\n },\n 'last-5-years': {\n label: 'Last 5 years',\n labelShort: '5Y',\n alternateLabel: 'past 5 years',\n start: now.minus({ years: 5 }).toISODate(),\n end: nowISO,\n },\n }\n\n if (typeof selections === 'string' && selections === 'all') {\n return Object.values(ranges)\n }\n\n return selections.map((selection) => {\n if (typeof selection === 'string') {\n return ranges[selection]\n } else {\n return selection\n }\n })\n}\n\nexport const getRangeDescription = (range?: DateRange, minDate?: string) => {\n if (!range) return 'in this period'\n\n const fromStartRange = {\n start: minDate,\n end: DateTime.now().toISODate(),\n alternateLabel: 'from the start',\n }\n\n const knownRanges = [...getNormalizedRanges('all'), fromStartRange]\n\n const knownRange = knownRanges.find(\n ({ start, end }) => range.start === start && range.end === end\n )\n\n if (knownRange) {\n return knownRange.alternateLabel || 'in this period'\n }\n\n return 'in this period'\n}\n" }, { "path": "libs/design-system/src/lib/DatePicker/utils.spec.tsx", "content": "import { generateYearsRange, disabled } from './utils'\n\ndescribe('disabled', () => {\n it('should return true if year is less than minDate', () => {\n const year = 2021\n const minDate = '2022-01-01'\n const result = disabled({ year, minDate })\n expect(result).toBe(true)\n })\n\n it('should return false if year is more or equal than minDate', () => {\n const year = 2022\n const minDate = '2022-01-01'\n const result = disabled({ year, minDate })\n expect(result).toBe(false)\n })\n\n it('should return false if year is less or equal than maxDate', () => {\n const year = 2022\n const maxDate = '2022-01-01'\n const result = disabled({ year, maxDate })\n expect(result).toBe(false)\n })\n\n it('should return true if year is more than maxDate', () => {\n const year = 2023\n const maxDate = '2022-01-01'\n const result = disabled({ year, maxDate })\n expect(result).toBe(true)\n })\n})\n\ndescribe('generateYearsRange', () => {\n const currentYear = 2022\n\n it('should return a range of years from a previous year', () => {\n const years = generateYearsRange(2006, currentYear)\n expect(years).toEqual([\n 2006, 2007, 2008, 2009, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017,\n ])\n })\n\n it('should return a range of years from current year', () => {\n const years = generateYearsRange(2018, currentYear)\n expect(years).toEqual([\n 2018, 2019, 2020, 2021, 2022, 2023, 2024, 2025, 2026, 2027, 2028, 2029,\n ])\n })\n\n it('should return a range of years from next year', () => {\n const years = generateYearsRange(2030, currentYear)\n expect(years).toEqual([\n 2030, 2031, 2032, 2033, 2034, 2035, 2036, 2037, 2038, 2039, 2040, 2041,\n ])\n })\n})\n" }, { "path": "libs/design-system/src/lib/DatePicker/utils.tsx", "content": "import range from 'lodash/range'\nimport { DateTime } from 'luxon'\n\ntype DisabledProps = {\n year: number\n minDate?: string\n maxDate?: string\n}\n\n// This custom disabled function because dayzed\n// ignores the offset when calculating the disabled dates\n// https://github.com/maybe-finance/maybe-app/pull/417#issuecomment-1208475083\nexport const disabled = ({ year, minDate, maxDate }: DisabledProps) => {\n if (minDate) {\n const minDateYear = DateTime.fromISO(minDate).year\n\n if (year < minDateYear) {\n return true\n }\n }\n\n if (maxDate) {\n const maxDateYear = DateTime.fromISO(maxDate).year\n\n if (year > maxDateYear) {\n return true\n }\n }\n\n return false\n}\n\n// Return a year grid of 12 years\n// with the current year in the center position (index 4, position 2,2)\nexport const generateYearsRange = (year: number, currentYear = DateTime.now().year) => {\n const naturalIndex = currentYear % 12 // Which position the current year would be in the grid if the grid started with 0\n const desiredIndex = 4 // Which position we want the current year be in the grid\n const offset = (year + naturalIndex + desiredIndex) % 12\n\n return range(year - offset, year - offset + 12)\n}\n\n// We allow a maximum of 30 years of history for performance reasons (hypertable chunking)\nexport const MIN_SUPPORTED_DATE = DateTime.utc().minus({ years: 30 }).startOf('day')\nexport const MAX_SUPPORTED_DATE = DateTime.utc().startOf('day')\n" }, { "path": "libs/design-system/src/lib/Dialog/Dialog.spec.tsx", "content": "import { render, screen } from '@testing-library/react'\nimport { Dialog } from './'\n\ndescribe('Dialog', () => {\n describe('when rendered with `open` prop true', () => {\n it('should display the modals contents', () => {\n const onToggleMock = jest.fn()\n const component = render(\n \n Dialog Title\n Dialog Content\n Dialog Description\n Dialog Actions\n \n )\n\n expect(screen.getByText('Dialog Title')).toBeInTheDocument()\n expect(screen.getByText('Dialog Content')).toBeInTheDocument()\n expect(screen.getByText('Dialog Description')).toBeInTheDocument()\n expect(screen.getByText('Dialog Actions')).toBeInTheDocument()\n expect(component).toMatchSnapshot()\n })\n })\n})\n" }, { "path": "libs/design-system/src/lib/Dialog/Dialog.stories.tsx", "content": "import type { Story, Meta } from '@storybook/react'\nimport type { DialogProps } from './Dialog'\nimport * as React from 'react'\n\nimport Dialog from './Dialog'\n\n// Misc UI elements for stories\nimport { Button, Input, FormGroup } from '../../'\n\nexport default {\n title: 'Components/Dialog',\n component: Dialog,\n parameters: {\n controls: { exclude: ['as', 'className'] },\n },\n} as Meta\n\nexport const Base: Story = (args) => {\n const [isOpen, setIsOpen] = React.useState(false)\n return (\n
    \n \n setIsOpen(false)}>\n Add Home\n \n
    \n \n \n \n
    \n     \n \n \n \n     \n
    \n )\n}\n\nexport const WithDescription: Story = (args) => {\n const [isOpen, setIsOpen] = React.useState(false)\n return (\n
    \n \n setIsOpen(false)}>\n Add Home\n \n \n \n \n \n \n \n \n Removing the Business Account will remove all related transactions and\n historical data. This will likely impact other views such as your net worth\n dashboard.\n \n \n \n \n \n
    \n )\n}\n\nexport const WithMultipleActions: Story = (args) => {\n const [isOpen, setIsOpen] = React.useState(false)\n return (\n
    \n \n setIsOpen(false)}>\n Add Home\n \n
    \n \n \n \n
    \n     \n\n \n setIsOpen(false)}\n fullWidth\n >\n Cancel\n \n setIsOpen(false)}\n fullWidth\n >\n Add Home\n \n \n     \n
    \n )\n}\n\nexport const KitchenSink: Story = (args) => {\n const [isOpen, setIsOpen] = React.useState(false)\n return (\n
    \n \n setIsOpen(false)}>\n Add Home\n \n \n \n \n \n \n \n \n Removing the Business Account will remove all related transactions and\n historical data. This will likely impact other views such as your net worth\n dashboard.\n \n \n setIsOpen(false)}\n fullWidth\n >\n Cancel\n \n setIsOpen(false)}\n fullWidth\n >\n Add\n \n \n \n
    \n )\n}\n" }, { "path": "libs/design-system/src/lib/Dialog/Dialog.tsx", "content": "import type { PropsWithChildren } from 'react'\nimport React, { Children, Fragment } from 'react'\nimport { Dialog as HeadlessDialog, Transition } from '@headlessui/react'\nimport { RiCloseFill as IconClose } from 'react-icons/ri'\nimport classNames from 'classnames'\n\nconst DialogSizeClassName = Object.freeze({\n xs: 'sm:max-w-xs',\n sm: 'sm:max-w-sm',\n md: 'sm:max-w-md',\n lg: 'sm:max-w-lg',\n xl: 'sm:max-w-xl',\n '2xl': 'sm:max-w-2xl',\n})\n\nexport interface DialogProps {\n /** Boolean value that controls open/close states */\n isOpen?: boolean\n\n /** Function to run on dialog close—also used to connect to close icon, and should be function used to toggle `isOpen` prop */\n onClose: () => void\n\n /** Whether or not to show the close icon */\n showCloseButton?: boolean\n\n initialFocus?: React.MutableRefObject\n\n // defaults to 'md'\n size?: 'xs' | 'sm' | 'md' | 'lg' | 'xl' | '2xl'\n}\n\nexport function DialogRoot({\n isOpen = false,\n onClose,\n showCloseButton = true,\n initialFocus,\n size = 'md',\n children,\n ...rest\n}: PropsWithChildren): JSX.Element {\n let actions: React.ReactNode = null\n let title: React.ReactNode = null\n let content: React.ReactNode = null\n let description: React.ReactNode = null\n let unhandledChildren: React.ReactNode = null\n\n Children.forEach(children, (child) => {\n const name = (child as any).type?.name\n switch (name) {\n case 'Actions':\n actions = child\n break\n case 'Content':\n content = child\n break\n case 'Title':\n title = child\n break\n case 'Description':\n description = child\n break\n default:\n unhandledChildren = child\n console.warn(\n 'Unhanded child type. Wrap your child element in , , , or to ensure proper placement.'\n )\n break\n }\n })\n\n return (\n \n \n \n {/* The backdrop */}\n \n \n\n
    \n
    \n \n {/* Modal contents */}\n \n
    \n {title && title}\n {showCloseButton && (\n
    \n \n \n \n
    \n )}\n
    \n
    \n {content}\n {description && description}\n
    \n\n {unhandledChildren && (\n
    {unhandledChildren}
    \n )}\n\n {actions && actions}\n \n \n
    \n
    \n \n \n )\n}\n\nexport type DialogChildProps = {\n children: React.ReactNode\n className?: string\n}\n\nfunction Title({ className, children, ...rest }: DialogChildProps) {\n return (\n \n {children}\n \n )\n}\n\nfunction Content({ className, children, ...rest }: DialogChildProps) {\n return (\n
    \n {children}\n
    \n )\n}\n\nfunction Description({ className, children, ...rest }: DialogChildProps) {\n return (\n \n {children}\n \n )\n}\n\nfunction Actions({ className, children, ...rest }: DialogChildProps) {\n return (\n
    \n {children}\n
    \n )\n}\n\n// This assigns components as \"\", \"\", etc.\nconst Dialog = Object.assign(DialogRoot, {\n Title,\n Description,\n Actions,\n Content,\n})\n\nexport default Dialog\n" }, { "path": "libs/design-system/src/lib/Dialog/DialogV2.tsx", "content": "import type { ReactNode } from 'react'\nimport { Dialog as HeadlessDialog, Transition } from '@headlessui/react'\nimport { Fragment } from 'react'\nimport { RiCloseFill } from 'react-icons/ri'\nimport classNames from 'classnames'\n\ntype ExtractProps = T extends React.ComponentType ? P : T\n\nconst DialogSize = Object.freeze({\n xs: 'sm:max-w-xs',\n sm: 'sm:max-w-sm',\n md: 'sm:max-w-md',\n lg: 'sm:max-w-lg',\n xl: 'sm:max-w-xl',\n '2xl': 'sm:max-w-2xl',\n})\n\ntype Size = keyof typeof DialogSize\n\ntype DialogProps = {\n title?: ReactNode\n description?: ReactNode\n size?: Size\n\n /* Panel styles */\n className?: string\n\n disablePadding?: boolean\n}\n\nexport default function DialogV2({\n title,\n description,\n size = 'md',\n className,\n disablePadding = false,\n children,\n open,\n onClose,\n ...rest\n}: DialogProps & ExtractProps) {\n return (\n \n \n {/* Backdrop */}\n \n \n \n\n
    \n \n \n <>\n {title && (\n
    \n {title}\n
    \n onClose(false)}\n >\n \n \n
    \n
    \n )}\n {description && (\n
    {description}
    \n )}\n {children}\n \n \n \n
    \n     \n \n )\n}\n" }, { "path": "libs/design-system/src/lib/Dialog/__snapshots__/Dialog.spec.tsx.snap", "content": "// Jest Snapshot v1, https://goo.gl/fbAQLP\n\nexports[`Dialog when rendered with \\`open\\` prop true should display the modals contents 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n
    \n \n \n \n
    \n \n \n \n \n \n \n \n Dialog Title\n \n \n \n \n \n \n \n \n \n \n
    \n \n \n
    \n Dialog Content\n
    \n \n Dialog Description\n

    \n \n \n Dialog Actions\n \n \n \n \n \n \n \n \n \n ,\n \"container\":
    \n \n
    ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n" }, { "path": "libs/design-system/src/lib/Dialog/index.ts", "content": "export { default as DialogV2 } from './DialogV2'\nexport { default as Dialog } from './Dialog'\nexport type { DialogProps } from './Dialog'\n" }, { "path": "libs/design-system/src/lib/FormGroup/FormGroup.spec.tsx", "content": "import { render, screen } from '@testing-library/react'\nimport FormGroup from './FormGroup'\n\ndescribe('FormGroup', () => {\n describe('when rendered with children', () => {\n it('should wrap and display the children', () => {\n const component = render(\n \n \n \n \n )\n\n expect(screen.getByText('Hello, World!')).toBeInTheDocument()\n expect(screen.getByLabelText('Hello, World!')).toBeInTheDocument()\n expect(component).toMatchSnapshot()\n })\n })\n})\n" }, { "path": "libs/design-system/src/lib/FormGroup/FormGroup.tsx", "content": "import type { ReactNode } from 'react'\nimport classNames from 'classnames'\n\nexport interface FormGroupProps {\n className?: string\n children?: ReactNode\n}\n\nfunction FormGroup({ className, children, ...rest }: FormGroupProps): JSX.Element {\n const combinedClassName = classNames(className, 'mb-4')\n\n return (\n
    \n {children}\n
    \n )\n}\n\nexport default FormGroup\n" }, { "path": "libs/design-system/src/lib/FormGroup/__snapshots__/FormGroup.spec.tsx.snap", "content": "// Jest Snapshot v1, https://goo.gl/fbAQLP\n\nexports[`FormGroup when rendered with children should wrap and display the children 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n Hello, World!\n \n \n
    \n \n ,\n \"container\":
    \n \n \n Hello, World!\n \n \n
    \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n" }, { "path": "libs/design-system/src/lib/FormGroup/index.ts", "content": "export { default as FormGroup } from './FormGroup'\nexport type { FormGroupProps } from './FormGroup'\n" }, { "path": "libs/design-system/src/lib/FractionalCircle/FractionalCircle.stories.tsx", "content": "import type { Story, Meta } from '@storybook/react'\n\nimport FractionalCircle from './FractionalCircle'\n\nexport default {\n title: 'Components/FractionalCircle',\n component: FractionalCircle,\n argTypes: {\n variant: {\n options: ['default'],\n control: { type: 'radio' },\n defaultValue: 'default',\n },\n },\n args: {\n radius: 50,\n stroke: 10,\n percent: 15,\n },\n} as Meta\n\nexport const Base: Story = (args) => (\n
    \n \n
    \n)\n" }, { "path": "libs/design-system/src/lib/FractionalCircle/FractionalCircle.tsx", "content": "import classNames from 'classnames'\n\ntype CircleProps = {\n radius: number\n stroke: number\n className?: string\n fill?: boolean\n percent?: number\n}\n\nfunction Circle({ radius, stroke, className, percent = 100 }: CircleProps) {\n // validate\n const _percent = percent < 0 ? 0 : percent > 100 ? 100 : percent\n const circumference = Math.PI * 2 * radius\n const strokePercent = ((100 - _percent) * circumference) / 100\n\n return (\n \n )\n}\n\nexport type FractionalCircleProps = {\n percent: number\n variant?: 'default' | 'yellow' | 'green' | 'red'\n radius?: number\n stroke?: number\n}\n\nconst CircleVariant = Object.freeze({\n default: {\n ring: 'text-white',\n background: 'text-gray-300',\n },\n yellow: {\n ring: 'text-yellow',\n background: 'text-gray-300',\n },\n green: {\n ring: 'text-teal',\n background: 'text-teal-300',\n },\n red: {\n ring: 'text-red',\n background: 'text-red-300',\n },\n})\n\nexport default function FractionalCircle({\n percent,\n variant = 'default',\n radius = 7,\n stroke = 2,\n}: FractionalCircleProps) {\n return (\n \n \n \n \n )\n}\n" }, { "path": "libs/design-system/src/lib/FractionalCircle/index.ts", "content": "export { default as FractionalCircle } from './FractionalCircle'\nexport type { FractionalCircleProps } from './FractionalCircle'\n" }, { "path": "libs/design-system/src/lib/IndexTabs/IndexTabs.spec.tsx", "content": "import { render, screen } from '@testing-library/react'\nimport { useRef } from 'react'\nimport { IndexTabs } from './'\n\nconst Example = () => {\n const scrollContainer = useRef(null)\n const section1 = useRef(null)\n const section2 = useRef(null)\n\n return (\n <>\n \n
    \n
    \n Content 1\n
    \n
    \n Content 2\n
    \n
    \n \n )\n}\n\n// Very light testing - it's challenging to mock/test all of the scroll interactions\ndescribe('IndexTabs', () => {\n it('should render correctly', () => {\n const component = render()\n\n expect(screen.getByText('Section 1')).toBeInTheDocument()\n expect(screen.queryByText('Content 1')).toBeInTheDocument()\n\n expect(screen.getByText('Section 2')).toBeInTheDocument()\n expect(screen.queryByText('Content 2')).toBeInTheDocument()\n\n expect(component).toMatchSnapshot()\n })\n})\n" }, { "path": "libs/design-system/src/lib/IndexTabs/IndexTabs.stories.tsx", "content": "import type { Story, Meta } from '@storybook/react'\nimport { useRef } from 'react'\n\nimport { IndexTabs } from '.'\n\nexport default {\n title: 'Components/IndexTabs',\n argTypes: {},\n args: {},\n} as Meta\n\nexport const Base: Story = (_args) => {\n const scrollContainer = useRef(null)\n const section1 = useRef(null)\n const section2 = useRef(null)\n const section3 = useRef(null)\n\n return (\n <>\n \n
    \n
    \n

    Section 1

    \n

    \n Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod\n tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam,\n quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo\n consequat.\n

    \n
    \n
    \n

    Section 2

    \n

    \n Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod\n tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam,\n quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo\n consequat.\n

    \n
    \n
    \n

    Section 3

    \n

    \n Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod\n tempor incididunt ut labore et dolore magna aliqua. Ut enim ad minim veniam,\n quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea commodo\n consequat.\n

    \n
    \n
    \n \n )\n}\n" }, { "path": "libs/design-system/src/lib/IndexTabs/IndexTabs.tsx", "content": "import { useCallback, useEffect, useRef, useState } from 'react'\nimport type { RefObject, HTMLAttributes } from 'react'\nimport scrollIntoView from 'smooth-scroll-into-view-if-needed'\nimport classNames from 'classnames'\nimport { animate } from 'framer-motion'\n\nexport interface IndexTabsProps extends HTMLAttributes {\n sections: {\n name: string\n elementRef: RefObject\n }[]\n scrollContainer: RefObject\n initialIndex?: number\n}\n\nexport default function IndexTabs({\n className,\n sections,\n scrollContainer,\n initialIndex,\n ...rest\n}: IndexTabsProps): JSX.Element {\n // The active tab's index\n const [activeIndex, setActiveIndex] = useState(0)\n\n // The index being automatically scrolled to\n const [scrollingTo, setScrollingTo] = useState(null)\n\n const tabElements = useRef<(HTMLElement | null)[]>([])\n\n useEffect(() => {\n if (!scrollContainer.current) return\n const scrollElement = scrollContainer.current\n let scrollTimeout: NodeJS.Timeout | undefined = undefined\n\n const onScroll = () => {\n // Find the first visible section\n let index: number | null = sections.findIndex(({ elementRef }) => {\n const elementRect = elementRef.current?.getBoundingClientRect()\n const parentRect = elementRef.current?.parentElement?.getBoundingClientRect()\n if (!elementRect || !parentRect) return false\n\n return elementRect.top <= parentRect.top\n ? parentRect.top - elementRect.top < elementRect.height\n : elementRect.bottom - parentRect.bottom < elementRect.height\n })\n index = index !== -1 ? index : null\n\n // Only update active tab if we're not automatically scrolling or we're finished scrolling\n if (scrollingTo === null || scrollingTo === index) {\n setActiveIndex(index)\n setScrollingTo(null)\n }\n\n // Reset scrollingTo after 100 ms of not scrolling\n clearTimeout(scrollTimeout)\n scrollTimeout = setTimeout(function () {\n setScrollingTo(null)\n }, 100)\n }\n\n scrollElement.addEventListener('scroll', onScroll)\n\n return () => scrollElement.removeEventListener('scroll', onScroll)\n }, [scrollContainer, scrollingTo, sections])\n\n const scrollTo = useCallback(\n (index: number) => {\n const elementRef = sections[index].elementRef\n if (!elementRef.current) return\n\n scrollIntoView(elementRef.current, {\n behavior: 'smooth',\n block: 'start',\n inline: 'nearest',\n })\n\n // Blink heading if the container is not scrollable\n if (\n scrollContainer.current &&\n scrollContainer.current.clientHeight === scrollContainer.current.scrollHeight\n ) {\n const el = elementRef.current\n\n animate(1, [1, 0.6, 1, 0.6, 1], {\n duration: 0.5,\n onUpdate: (value) => {\n const heading = el.querySelector('h1, h2, h3, h4, h5, h6')\n if (heading) heading.style.opacity = value.toString()\n },\n })\n }\n\n setScrollingTo(index)\n setActiveIndex(index)\n },\n [sections, scrollContainer]\n )\n\n useEffect(() => {\n if (initialIndex) {\n scrollTo(initialIndex)\n }\n }, [scrollTo, initialIndex])\n\n useEffect(() => {\n if (activeIndex !== null) {\n const tabElement = tabElements.current[activeIndex]\n tabElement &&\n scrollIntoView(tabElement, {\n behavior: 'smooth',\n block: 'nearest',\n inline: 'nearest',\n })\n }\n }, [activeIndex, tabElements])\n\n return (\n \n {sections.map(({ name }, index) => (\n (tabElements.current[index] = el)}\n key={name + index}\n className={classNames(\n 'py-1 px-2 rounded-md whitespace-nowrap',\n 'hover:bg-gray-600 transition',\n index === activeIndex ? 'text-white bg-gray-500' : 'text-gray-100'\n )}\n onClick={() => scrollTo(index)}\n >\n {name}\n \n ))}\n \n )\n}\n" }, { "path": "libs/design-system/src/lib/IndexTabs/__snapshots__/IndexTabs.spec.tsx.snap", "content": "// Jest Snapshot v1, https://goo.gl/fbAQLP\n\nexports[`IndexTabs should render correctly 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n Section 1\n \n \n Section 2\n \n \n \n \n Content 1\n
    \n \n Content 2\n \n \n \n ,\n \"container\":
    \n \n \n Section 1\n \n \n Section 2\n \n \n \n \n Content 1\n
    \n \n Content 2\n \n \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n" }, { "path": "libs/design-system/src/lib/IndexTabs/index.ts", "content": "export { default as IndexTabs } from './IndexTabs'\n" }, { "path": "libs/design-system/src/lib/Listbox/Listbox.spec.tsx", "content": "/* eslint-disable @typescript-eslint/no-empty-function */\nimport { fireEvent, render, screen } from '@testing-library/react'\nimport { Listbox } from './'\n\n// Not tested too thoroughly, most logic is covered by Headless UI base\ndescribe('Listbox', () => {\n describe('when closed', () => {\n it('should render the button', () => {\n const component = render(\n {}}>\n Select...\n \n Option 1\n \n \n )\n\n expect(screen.getByText('Select...')).toBeVisible()\n expect(screen.queryByText('Option 1')).not.toBeVisible()\n expect(component).toMatchSnapshot()\n })\n })\n\n describe('when opened', () => {\n it('should render the button and the items', () => {\n const component = render(\n {}}>\n Select...\n \n Option 1\n \n Option 2\n \n \n \n )\n\n fireEvent.click(screen.getByText('Select...'))\n ;['Select...', 'Option 1', 'Option 2'].forEach((text) =>\n expect(screen.getByText(text)).toBeVisible()\n )\n expect(component).toMatchSnapshot()\n })\n })\n\n describe('when an option is pressed', () => {\n it('should call the `onChange` callback', () => {\n const onChangeMock = jest.fn()\n render(\n \n Select...\n \n Option 1\n \n \n )\n\n fireEvent.click(screen.getByText('Select...'))\n fireEvent.click(screen.getByText('Option 1'))\n expect(onChangeMock).toHaveBeenCalledWith('Option 1')\n })\n })\n})\n" }, { "path": "libs/design-system/src/lib/Listbox/Listbox.stories.tsx", "content": "import type { Story, Meta } from '@storybook/react'\nimport { useState } from 'react'\nimport Listbox from './Listbox'\nimport { RiLineChartLine } from 'react-icons/ri'\n\nexport default {\n title: 'Components/Listbox',\n component: Listbox,\n parameters: { controls: { exclude: ['className', 'as', 'refName'] } },\n argTypes: {\n icon: {\n control: 'boolean',\n },\n iconPosition: {\n control: 'select',\n options: ['left', 'right'],\n description: 'Side of the icon',\n label: 'Icon Position',\n },\n checkIconPosition: {\n control: 'select',\n options: ['left', 'right'],\n description: 'Side of the selected check',\n },\n },\n args: {\n icon: true,\n iconPosition: 'left',\n checkIconPosition: 'right',\n label: 'Listbox',\n },\n} as Meta\n\nconst Template: Story = ({ label, icon, iconPosition, checkIconPosition }) => {\n const [value, setValue] = useState('Option 1')\n\n return (\n
    \n \n {value}\n \n \n Option 1\n \n \n Option 2\n \n \n Option 3\n \n \n Disabled\n \n \n \n
    \n )\n}\n\nexport const Base = Template.bind({})\n" }, { "path": "libs/design-system/src/lib/Listbox/Listbox.tsx", "content": "import type { Dispatch, MouseEventHandler, PropsWithChildren, SetStateAction } from 'react'\nimport type { IconType } from 'react-icons'\nimport type { PopperProps } from 'react-popper'\nimport React, { createContext, useContext, useState, useEffect, useRef } from 'react'\nimport { Listbox as HeadlessListbox } from '@headlessui/react'\nimport classNames from 'classnames'\nimport { RiArrowDownSFill, RiCheckFill } from 'react-icons/ri'\nimport { usePopper } from 'react-popper'\nimport { Checkbox } from '../Checkbox'\n\ntype ExtractProps = T extends React.ComponentType ? P : T\n\nconst ListboxButtonVariants = Object.freeze({\n default:\n 'text-white bg-gray-500 border-gray-500 focus:border-cyan focus:ring-opacity-10 focus:ring-cyan',\n teal: 'text-teal bg-teal bg-opacity-10 border-transparent focus:border-teal focus:ring-opacity-10 focus:ring-teal',\n red: 'text-red bg-red bg-opacity-10 border-transparent focus:border-red focus:ring-opacity-10 focus:ring-red',\n yellow: 'text-yellow bg-yellow bg-opacity-10 border-transparent focus:border-yellow focus:ring-opacity-10 focus:ring-yellow',\n})\n\nexport type ListboxButtonVariant = keyof typeof ListboxButtonVariants\n\nexport interface ListboxButtonProps extends React.ButtonHTMLAttributes {\n variant?: ListboxButtonVariant\n\n /** Label that appears above the button */\n label?: string\n\n /** Icon that appears on the left side of the button */\n icon?: IconType\n\n /** Shows or hides down arrow dropdown icon */\n hideRightIcon?: boolean\n\n /** Placeholder that appears when there is no child value */\n placeholder?: string\n\n className?: string\n\n labelClassName?: string\n\n buttonClassName?: string\n\n size?: 'small' | 'default'\n\n onClick?: MouseEventHandler\n}\n\nconst ListboxContext = createContext<{\n referenceElement: HTMLButtonElement | null\n setReferenceElement?: Dispatch>\n multiple: boolean\n}>({ referenceElement: null, multiple: false })\n\nfunction Listbox({\n className,\n onClick,\n multiple = false,\n ...rest\n}: { onClick?: MouseEventHandler } & ExtractProps) {\n const [referenceElement, setReferenceElement] = useState(null)\n\n return (\n \n \n \n )\n}\n\nfunction Button({\n className,\n variant = 'default',\n label,\n icon: Icon,\n hideRightIcon = false,\n placeholder,\n labelClassName,\n buttonClassName,\n size = 'default',\n children,\n onClick,\n ...rest\n}: ListboxButtonProps & ExtractProps) {\n const { setReferenceElement } = useContext(ListboxContext)\n\n return (\n \n {({ disabled }) => (\n <>\n {label && (\n \n {label}\n \n )}\n\n \n {Icon && (\n \n )}\n\n \n {children ?? {placeholder}}\n \n\n {!hideRightIcon && (\n \n )}\n \n \n )}\n \n )\n}\n\ntype ListboxOptionsProps = ExtractProps\n\nfunction Options({\n className,\n placement = 'bottom-start',\n children,\n ...rest\n}: (Omit | Omit) & {\n placement?: PopperProps['placement']\n}) {\n const { referenceElement, multiple } = useContext(ListboxContext)\n const [popperElement, setPopperElement] = useState(null)\n const [isOpen, setIsOpen] = useState(false)\n\n const isOpenRef = useRef(false)\n\n const { styles, attributes, update } = usePopper(referenceElement, popperElement, {\n placement,\n modifiers: [\n {\n name: 'offset',\n options: {\n offset: [0, 8],\n },\n },\n ],\n })\n\n useEffect(() => {\n if (isOpen && update) update()\n if (isOpenRef.current !== isOpen) setIsOpen(isOpenRef.current)\n }, [isOpen, update])\n\n return (\n \n \n {({ open }) => {\n isOpenRef.current = open\n return children\n }}\n \n \n )\n}\n\ntype Position = 'left' | 'right'\n\ntype ListboxOptionProps = {\n icon?: IconType\n iconPosition?: Position\n checkIconPosition?: Position\n}\n\nfunction Option({\n className,\n children,\n icon: Icon,\n iconPosition = 'left',\n checkIconPosition = 'right',\n ...rest\n}: PropsWithChildren>) {\n const { multiple } = useContext(ListboxContext)\n\n const renderIcon = (selected: boolean, position: Position) => {\n const iconClassName = selected ? 'text-white' : 'text-gray-100 group-hover:text-gray-50'\n\n if (selected && checkIconPosition === position) {\n return (\n \n \n \n )\n }\n\n if (Icon && iconPosition === position) {\n return (\n \n \n \n )\n }\n\n return null\n }\n\n return (\n \n {({ selected, disabled }) =>\n multiple ? (\n
    \n \n
    \n ) : (\n \n
    \n {renderIcon(selected, 'left')}\n\n {children}\n
    \n\n {renderIcon(selected, 'right')}\n \n )\n }\n     \n )\n}\n\nexport default Object.assign(Listbox, { Button, Options, Option })\n" }, { "path": "libs/design-system/src/lib/Listbox/__snapshots__/Listbox.spec.tsx.snap", "content": "// Jest Snapshot v1, https://goo.gl/fbAQLP\n\nexports[`Listbox when closed should render the button 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n \n \n Select...\n \n \n \n \n \n \n \n \n \n \n
    \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n ,\n \"container\":
    \n \n \n \n \n Select...\n \n \n \n \n \n \n \n \n \n \n
    \n \n \n \n \n \n \n \n \n \n \n \n \n \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n\nexports[`Listbox when opened should render the button and the items 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n \n \n Select...\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Option 1\n \n
    \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Option 2\n \n \n \n \n \n \n \n \n ,\n \"container\":
    \n \n \n \n \n Select...\n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Option 1\n \n
    \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n Option 2\n \n \n \n \n \n \n \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n" }, { "path": "libs/design-system/src/lib/Listbox/index.ts", "content": "export { default as Listbox } from './Listbox'\n" }, { "path": "libs/design-system/src/lib/LoadingPlaceholder/LoadingPlaceholder.spec.tsx", "content": "import { render } from '@testing-library/react'\nimport { LoadingPlaceholder } from './'\n\ndescribe('LoadingPlaceholder', () => {\n it('should render properly', () => {\n const component = render()\n\n expect(component).toMatchSnapshot()\n })\n})\n" }, { "path": "libs/design-system/src/lib/LoadingPlaceholder/LoadingPlaceholder.stories.tsx", "content": "import type { Story, Meta } from '@storybook/react'\n\nimport LoadingPlaceholder from './LoadingPlaceholder'\n\nexport default {\n title: 'Components/LoadingPlaceholder',\n component: LoadingPlaceholder,\n parameters: { controls: { exclude: ['className', 'overlayClassName'] } },\n} as Meta\n\nexport const Base: Story = (args) => Content\n" }, { "path": "libs/design-system/src/lib/LoadingPlaceholder/LoadingPlaceholder.tsx", "content": "import type { ReactNode } from 'react'\nimport classNames from 'classnames'\n\nexport default function LoadingPlaceholder({\n isLoading = true,\n children,\n className,\n overlayClassName,\n maxContent = false,\n placeholderContent,\n}: {\n isLoading?: boolean\n children?: ReactNode\n className?: string\n overlayClassName?: string\n maxContent?: boolean\n placeholderContent?: ReactNode\n}): JSX.Element {\n return (\n \n {isLoading && placeholderContent ? placeholderContent : children}\n {isLoading && (\n <>\n
    \n
    \n \n )}\n
    \n )\n}\n" }, { "path": "libs/design-system/src/lib/LoadingPlaceholder/__snapshots__/LoadingPlaceholder.spec.tsx.snap", "content": "// Jest Snapshot v1, https://goo.gl/fbAQLP\n\nexports[`LoadingPlaceholder should render properly 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n \n
    \n \n ,\n \"container\":
    \n \n \n \n
    \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n" }, { "path": "libs/design-system/src/lib/LoadingPlaceholder/index.ts", "content": "export { default as LoadingPlaceholder } from './LoadingPlaceholder'\n" }, { "path": "libs/design-system/src/lib/LoadingSpinner/LoadingSpinner.spec.tsx", "content": "import { render, screen } from '@testing-library/react'\nimport { LoadingSpinner } from './'\n\ndescribe('LoadingSpinner', () => {\n it('should render properly', () => {\n const component = render()\n\n expect(screen.getByRole('img')).toBeInTheDocument()\n expect(component).toMatchSnapshot()\n })\n})\n" }, { "path": "libs/design-system/src/lib/LoadingSpinner/LoadingSpinner.stories.tsx", "content": "import type { Story, Meta } from '@storybook/react'\n\nimport LoadingSpinner from './LoadingSpinner'\n\nexport default {\n title: 'Components/LoadingSpinner',\n component: LoadingSpinner,\n} as Meta\n\nexport const Base: Story = () => \n" }, { "path": "libs/design-system/src/lib/LoadingSpinner/LoadingSpinner.tsx", "content": "/* eslint-disable react-hooks/exhaustive-deps */\nimport React, { useRef, useState } from 'react'\nimport classNames from 'classnames'\n\nexport interface LoadingSpinnerProps extends React.SVGAttributes {\n variant?: 'primary' | 'secondary'\n}\n\nexport default function LoadingSpinner({\n variant = 'primary',\n ...rest\n}: LoadingSpinnerProps): JSX.Element {\n const cyan = variant === 'primary' ? '#4CC9F0' : '#48494B'\n const blue = variant === 'primary' ? '#4361EE' : '#48494B'\n const purple = variant === 'primary' ? '#7209B7' : '#48494B'\n const pink = variant === 'primary' ? '#F72585' : '#48494B'\n\n const [frame, setFrame] = useState(0)\n\n const frameRequest = useRef()\n const currentFrameStartTime = useRef()\n\n const animate = (time: number) => {\n if (currentFrameStartTime.current != null) {\n if (time - currentFrameStartTime.current > 250) {\n setFrame((prevFrame) => (prevFrame + 1) % 4)\n currentFrameStartTime.current = time\n }\n } else {\n currentFrameStartTime.current = time\n }\n frameRequest.current = requestAnimationFrame(animate)\n }\n\n React.useEffect(() => {\n frameRequest.current = requestAnimationFrame(animate)\n return () => {\n if (frameRequest.current != null) cancelAnimationFrame(frameRequest.current)\n }\n }, [])\n\n return (\n \n {/* Gray background cells */}\n \n \n \n \n \n \n \n \n \n \n \n \n\n {/* Frame 1: left side colored */}\n \n \n \n \n \n \n\n {/* Frame 2: middle colored */}\n \n \n \n \n \n \n \n \n\n {/* Frame 3: right side colored */}\n \n \n \n \n \n \n \n )\n}\n" }, { "path": "libs/design-system/src/lib/LoadingSpinner/__snapshots__/LoadingSpinner.spec.tsx.snap", "content": "// Jest Snapshot v1, https://goo.gl/fbAQLP\n\nexports[`LoadingSpinner should render properly 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n
    \n ,\n \"container\":
    \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n \n
    ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n" }, { "path": "libs/design-system/src/lib/LoadingSpinner/index.ts", "content": "export { default as LoadingSpinner } from './LoadingSpinner'\n" }, { "path": "libs/design-system/src/lib/Menu/Menu.spec.tsx", "content": "import { fireEvent, render, screen } from '@testing-library/react'\nimport { Menu } from './'\n\n// Not tested too thoroughly, most logic is covered by Headless UI base\ndescribe('Menu', () => {\n describe('when closed', () => {\n it('should render the button', () => {\n const component = render(\n \n Click Me\n \n Option 1\n \n \n )\n\n expect(screen.getByText('Click Me')).toBeVisible()\n expect(screen.queryByText('Option 1')).not.toBeVisible()\n expect(component).toMatchSnapshot()\n })\n })\n\n describe('when opened', () => {\n it('should render the button and the items', () => {\n const component = render(\n \n Click Me\n \n Option 1\n Option 2\n \n \n )\n\n fireEvent.click(screen.getByText('Click Me'))\n ;['Click Me', 'Option 1', 'Option 2'].forEach((text) =>\n expect(screen.getByText(text)).toBeVisible()\n )\n expect(component).toMatchSnapshot()\n })\n })\n\n describe('when an option is pressed', () => {\n it('should call the `onClick` callback', () => {\n const onClickMock = jest.fn()\n render(\n \n Click Me\n \n Option 1\n \n \n )\n\n fireEvent.click(screen.getByText('Click Me'))\n fireEvent.click(screen.getByText('Option 1'))\n expect(onClickMock).toHaveBeenCalledTimes(1)\n })\n })\n})\n" }, { "path": "libs/design-system/src/lib/Menu/Menu.stories.tsx", "content": "import type { Story, Meta } from '@storybook/react'\nimport {\n RiArrowDownSLine,\n RiCloseCircleLine,\n RiDeleteBinLine,\n RiInformationLine,\n} from 'react-icons/ri'\n\nimport Menu from './Menu'\n\nexport default {\n title: 'Components/Menu',\n component: Menu,\n parameters: { controls: { exclude: ['className', 'as', 'refName'] } },\n argTypes: {\n variant: {\n control: 'select',\n options: ['primary', 'secondary'],\n description: 'Variant for Button component',\n },\n },\n args: {\n variant: 'primary',\n },\n} as Meta\n\nconst Template: Story = (args) => (\n
    \n \n \n Click Me \n \n \n }>Option 1\n } destructive={true}>\n Option 2 (Destructive)\n \n } disabled={true}>\n Option 3 (Disabled)\n \n \n \n
    \n)\n\nexport const Base = Template.bind({})\n" }, { "path": "libs/design-system/src/lib/Menu/Menu.tsx", "content": "import React, { createContext, forwardRef, useContext, useEffect, useRef, useState } from 'react'\nimport type { ComponentProps, PropsWithChildren, Ref, RefObject } from 'react'\nimport { Menu as HeadlessMenu } from '@headlessui/react'\nimport type { PopperProps } from 'react-popper'\nimport { usePopper } from 'react-popper'\nimport classNames from 'classnames'\nimport Link from 'next/link'\nimport { Button as BaseButton } from '../../'\n\ntype ExtractProps = T extends React.ComponentType ? P : T\n\nconst PopoverContext = createContext<{\n referenceElement?: RefObject\n}>({})\n\nfunction Menu({ className, ...rest }: ExtractProps) {\n const referenceElement = useRef(null)\n\n return (\n \n \n \n )\n}\n\nfunction Button({\n ...rest\n}: ExtractProps & ComponentProps) {\n const { referenceElement } = useContext(PopoverContext)\n\n return \n}\n\ntype ItemsProps = ExtractProps\n\nfunction Items({\n className,\n placement = 'bottom-start',\n children,\n ...rest\n}: { placement?: PopperProps['placement'] } & (\n | Omit\n | Omit\n)) {\n const { referenceElement } = useContext(PopoverContext)\n const [popperElement, setPopperElement] = useState(null)\n const [isOpen, setIsOpen] = useState(false)\n\n const isOpenRef = useRef(false)\n\n const { styles, attributes, update } = usePopper(referenceElement?.current, popperElement, {\n placement,\n modifiers: [\n {\n name: 'offset',\n options: {\n offset: [0, 8],\n },\n },\n ],\n })\n\n useEffect(() => {\n if (isOpen && update) update()\n if (isOpenRef.current !== isOpen) setIsOpen(isOpenRef.current)\n }, [isOpen, update])\n\n return (\n setPopperElement(el)}\n className={classNames('z-10 absolute min-w-full', className)}\n style={styles.popper}\n {...attributes.popper}\n >\n \n {(renderProps) => {\n isOpenRef.current = renderProps.open\n return typeof children === 'function' ? children(renderProps) : children\n }}\n \n \n )\n}\n\ntype ItemProps = PropsWithChildren<{\n as?: T\n icon?: React.ReactNode\n destructive?: boolean\n disabled?: boolean\n}> &\n React.ComponentPropsWithoutRef\n\nfunction Item({\n as,\n className,\n children,\n icon,\n destructive = false,\n disabled = false,\n ...rest\n}: ItemProps) {\n const InnerComponent = as || 'button'\n\n return (\n \n {({ active, disabled }) => (\n \n {icon && (\n \n {icon}\n \n )}\n {children}\n \n )}\n \n )\n}\n\nconst NextLink = forwardRef(\n (\n {\n href,\n children,\n ...rest\n }: { href: string } & PropsWithChildren>,\n ref: Ref\n ) => {\n return (\n \n {children}\n \n )\n }\n)\n\nfunction ItemNextLink(props: Omit, 'as'>) {\n return \n}\n\nexport default Object.assign(Menu, { Button, Items, Item, ItemNextLink })\n" }, { "path": "libs/design-system/src/lib/Menu/__snapshots__/Menu.spec.tsx.snap", "content": "// Jest Snapshot v1, https://goo.gl/fbAQLP\n\nexports[`Menu when closed should render the button 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n Click Me\n \n \n
    \n \n \n \n ,\n \"container\":
    \n \n \n Click Me\n \n \n
    \n \n \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n\nexports[`Menu when opened should render the button and the items 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n Click Me\n \n \n \n \n Option 1\n \n \n Option 2\n \n
    \n \n \n \n ,\n \"container\":
    \n \n \n Click Me\n \n \n \n \n Option 1\n \n \n Option 2\n \n
    \n \n \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n" }, { "path": "libs/design-system/src/lib/Menu/index.ts", "content": "export { default as Menu } from './Menu'\n" }, { "path": "libs/design-system/src/lib/Popover/Popover.spec.tsx", "content": "import { fireEvent, render, screen } from '@testing-library/react'\nimport { Popover } from './'\n\n// Not tested too thoroughly, most logic is covered by Headless UI base\ndescribe('Popover', () => {\n describe('when closed', () => {\n it('should render the button', () => {\n const component = render(\n \n Click Me\n Content\n \n )\n\n expect(screen.getByText('Click Me')).toBeVisible()\n expect(screen.queryByText('Content')).not.toBeVisible()\n expect(component).toMatchSnapshot()\n })\n })\n\n describe('when opened', () => {\n it('should render the button and the panel', () => {\n const component = render(\n \n Click Me\n Content\n \n )\n\n fireEvent.click(screen.getByText('Click Me'))\n expect(screen.getByText('Click Me')).toBeVisible()\n expect(screen.getByText('Content')).toBeVisible()\n expect(component).toMatchSnapshot()\n })\n })\n})\n" }, { "path": "libs/design-system/src/lib/Popover/Popover.stories.tsx", "content": "import type { Story, Meta } from '@storybook/react'\n\nimport Popover from './Popover'\n\nexport default {\n title: 'Components/Popover',\n component: Popover,\n parameters: { controls: { exclude: ['className'] } },\n} as Meta\n\nconst Template: Story = (args) => (\n
    \n \n Click Me\n Panel Content\n \n
    \n)\n\nexport const Base = Template.bind({})\n" }, { "path": "libs/design-system/src/lib/Popover/Popover.tsx", "content": "import React, { createContext, useContext, useEffect, useRef, useState } from 'react'\nimport type { ComponentProps, RefObject } from 'react'\nimport type { PopperProps } from 'react-popper'\nimport { Popover as HeadlessPopover } from '@headlessui/react'\nimport { usePopper } from 'react-popper'\nimport classNames from 'classnames'\nimport { Button as BaseButton } from '../../'\nimport { RiArrowDownSFill } from 'react-icons/ri'\n\ntype ExtractProps = T extends React.ComponentType ? P : T\n\nconst PopoverContext = createContext<{\n referenceElement?: RefObject\n}>({})\n\nfunction Popover({ className, ...rest }: ExtractProps) {\n const referenceElement = useRef(null)\n\n return (\n \n \n \n )\n}\n\nfunction Button({\n variant,\n hideRightIcon = false,\n children,\n ...rest\n}: { hideRightIcon?: boolean } & ExtractProps &\n ComponentProps) {\n const { referenceElement } = useContext(PopoverContext)\n\n return (\n \n {children}\n {!hideRightIcon && (\n \n )}\n \n )\n}\n\nfunction PanelButton(\n props: ExtractProps & ComponentProps\n) {\n return \n}\n\ntype PopoverPanelProps = ExtractProps\n\nfunction Panel({\n children,\n className,\n placement = 'bottom-start',\n ...rest\n}: (Omit | Omit) & {\n placement?: PopperProps['placement']\n}) {\n const { referenceElement } = useContext(PopoverContext)\n const [popperElement, setPopperElement] = useState(null)\n const [isOpen, setIsOpen] = useState(false)\n\n const { styles, attributes, update } = usePopper(referenceElement?.current, popperElement, {\n placement,\n modifiers: [\n {\n name: 'offset',\n options: {\n offset: [0, 8],\n },\n },\n ],\n })\n\n useEffect(() => {\n if (isOpen && update) update()\n }, [isOpen, update])\n\n return (\n setPopperElement(el)}\n className={classNames('z-20 absolute min-w-full', className)}\n style={styles.popper}\n {...attributes.popper}\n >\n \n {(renderProps) => {\n setIsOpen(renderProps.open)\n return typeof children === 'function' ? children(renderProps) : children\n }}\n \n \n )\n}\n\nexport default Object.assign(Popover, { Button, Panel, PanelButton })\n" }, { "path": "libs/design-system/src/lib/Popover/__snapshots__/Popover.spec.tsx.snap", "content": "// Jest Snapshot v1, https://goo.gl/fbAQLP\n\nexports[`Popover when closed should render the button 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n \n Click Me\n \n \n \n \n \n \n \n \n \n
    \n \n \n \n ,\n \"container\":
    \n \n \n \n Click Me\n \n \n \n \n \n \n \n \n \n
    \n \n \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n\nexports[`Popover when opened should render the button and the panel 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n \n Click Me\n \n \n \n \n \n \n \n \n \n \n Content\n
    \n \n \n \n ,\n \"container\":
    \n \n \n \n Click Me\n \n \n \n \n \n \n \n \n \n \n Content\n
    \n \n \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n" }, { "path": "libs/design-system/src/lib/Popover/index.ts", "content": "export { default as Popover } from './Popover'\n" }, { "path": "libs/design-system/src/lib/RTEditor/RTEditor.tsx", "content": "import type { PropsWithChildren } from 'react'\nimport cn from 'classnames'\nimport { EditorContent, type Editor } from '@tiptap/react'\nimport {\n RiItalic,\n RiBold,\n RiStrikethrough,\n RiListOrdered,\n RiListUnordered,\n RiDoubleQuotesR,\n RiHeading,\n} from 'react-icons/ri'\n\nexport type RTEditorProps = {\n editor: Editor | null\n className?: string\n hideControls?: boolean\n}\n\nexport function RTEditor({ hideControls = false, editor, className }: RTEditorProps) {\n return (\n <>\n {!hideControls && }\n \n \n )\n}\n\nfunction RichTextEditorMenuBar({ editor }: { editor: Editor | null }) {\n if (!editor) return null\n\n return (\n
    \n
    \n \n \n \n \n \n \n \n \n \n
    \n
    \n \n \n \n \n \n \n
    \n
    \n \n \n \n \n \n \n
    \n
    \n )\n}\n\nfunction MenuButton({\n editor,\n mark,\n attributes,\n tooltip,\n children,\n}: PropsWithChildren<{ editor: Editor; mark: string; attributes?: any; tooltip?: string }>) {\n const method = `toggle${mark[0].toUpperCase()}${mark.slice(1)}`\n return (\n (editor.chain().focus() as any)[method](attributes).run()}\n disabled={!(editor.can().chain().focus() as any)[method](attributes).run()}\n className={cn(\n 'p-1.5 text-base text-gray-100 leading-none rounded hover:bg-gray-600',\n editor.isActive(mark) ? 'bg-gray-600' : ''\n )}\n >\n {children}\n \n )\n}\n" }, { "path": "libs/design-system/src/lib/RTEditor/index.ts", "content": "export * from './RTEditor'\n" }, { "path": "libs/design-system/src/lib/RadioGroup/RadioGroup.stories.tsx", "content": "import type { Story, Meta } from '@storybook/react'\nimport { useState } from 'react'\n\nimport RadioGroup from './RadioGroup'\n\nexport default {\n title: 'Components/RadioGroup',\n component: RadioGroup,\n argTypes: {},\n args: {},\n} as Meta\n\nexport const Base: Story = (args) => {\n const [value, setValue] = useState('option-1')\n\n return (\n
    \n \n Selections\n\n \n Option 1\n \n\n \n Option 2\n \n\n \n Option 3\n \n \n
    \n )\n}\n" }, { "path": "libs/design-system/src/lib/RadioGroup/RadioGroup.tsx", "content": "import { RadioGroup as HeadlessRadio } from '@headlessui/react'\nimport classNames from 'classnames'\nimport type { PropsWithChildren } from 'react'\n\ntype ExtractProps = T extends React.ComponentType ? P : T\n\nfunction RadioGroup(props: ExtractProps) {\n return \n}\n\nfunction RadioOption({\n children,\n ...rest\n}: PropsWithChildren>) {\n return (\n \n {({ checked }) => (\n
    \n {/* Circle centered inside a circle */}\n \n \n \n {children}\n
    \n )}\n     \n )\n}\n\nexport default Object.assign(RadioGroup, { Label: HeadlessRadio.Label, Option: RadioOption })\n" }, { "path": "libs/design-system/src/lib/RadioGroup/index.ts", "content": "export { default as RadioGroup } from './RadioGroup'\n" }, { "path": "libs/design-system/src/lib/Slider/Slider.spec.tsx", "content": "import { render, screen } from '@testing-library/react'\nimport { Slider } from '.'\n\ndescribe('Slider', () => {\n // Limited test cases we can do here without implementing a rather complex drag-n-drop test case\n it('should render correctly', () => {\n const onChangeMock = jest.fn()\n const component = render()\n\n const handle = screen.getByTestId('handle-0')\n expect(handle).toBeInTheDocument()\n\n // We only provided 1 handle in the `initialValue` array, so this shouldn't be there\n expect(screen.queryByTestId('handle-1')).not.toBeInTheDocument()\n\n expect(screen.getByTestId('slider-track')).toBeInTheDocument()\n expect(component).toMatchSnapshot()\n })\n})\n" }, { "path": "libs/design-system/src/lib/Slider/Slider.stories.tsx", "content": "import type { Story, Meta } from '@storybook/react'\n\nimport Slider from './Slider'\n\nexport default {\n title: 'Components/Slider',\n argTypes: {},\n args: {},\n} as Meta\n\nexport const Base: Story = (_args) => (\n
    \n
    \n console.log(values)} />\n
    \n
    \n)\n" }, { "path": "libs/design-system/src/lib/Slider/Slider.tsx", "content": "import type { RangerOptions } from 'react-ranger'\nimport { useRanger } from 'react-ranger'\nimport classNames from 'classnames'\nimport { useState } from 'react'\nimport isEqual from 'lodash/isEqual'\n\nconst SliderHandleClassNames = Object.freeze({\n small: 'w-2 h-2 rounded-lg',\n default: 'w-3 h-3 rounded-lg',\n large: 'w-4 h-4 rounded-lg',\n})\n\nconst SliderTrackClassNames = Object.freeze({\n small: 'h-1 rounded-lg',\n default: 'h-1.5 rounded-lg',\n large: 'h-2 rounded-lg',\n})\n\nconst SliderVariantColor = Object.freeze({\n default: 'bg-cyan',\n})\n\nexport type SliderProps = {\n variant?: 'default'\n size?: 'small' | 'default' | 'large'\n className?: string\n initialValue: number[]\n updateOnDrag?: boolean\n onChange: (values: number[]) => void\n rangerOptions?: Partial>\n}\n\nexport default function Slider({\n variant = 'default',\n size = 'default',\n initialValue = [0],\n updateOnDrag = false,\n onChange,\n className,\n rangerOptions,\n}: SliderProps) {\n const [internalValues, setInternalValues] = useState(initialValue)\n const [isDragging, setIsDragging] = useState(false)\n\n const { getTrackProps, segments, handles } = useRanger({\n values: internalValues,\n onChange: (values: number[]) => {\n onChange(values)\n setIsDragging(false)\n },\n min: rangerOptions?.min ?? 0,\n max: rangerOptions?.max ?? 100,\n stepSize: rangerOptions?.stepSize ?? 1,\n onDrag: (values: number[]) => {\n setInternalValues(values)\n\n // Possible react-ranger bug: seems to fire even after release, so use this workaround\n if (!isEqual(values, internalValues)) {\n setIsDragging(true)\n }\n\n if (updateOnDrag) {\n onChange(values)\n }\n },\n })\n\n return (\n
    \n \n \n\n {handles.map(({ getHandleProps }) => {\n const handleProps = getHandleProps({\n className: classNames(\n SliderVariantColor[variant],\n SliderHandleClassNames[size],\n isDragging ? 'cursor-grabbing' : 'cursor-grab'\n ),\n })\n\n return
    \n })}\n
    \n
    \n )\n}\n" }, { "path": "libs/design-system/src/lib/Slider/__snapshots__/Slider.spec.tsx.snap", "content": "// Jest Snapshot v1, https://goo.gl/fbAQLP\n\nexports[`Slider should render correctly 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n
    \n \n \n \n
    \n
    \n \n ,\n \"container\":
    \n
    \n \n \n \n
    \n
    \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n" }, { "path": "libs/design-system/src/lib/Slider/index.ts", "content": "export { default as Slider } from './Slider'\nexport type { SliderProps } from './Slider'\n" }, { "path": "libs/design-system/src/lib/Step/Step.spec.tsx", "content": "import { fireEvent, render, screen } from '@testing-library/react'\nimport { useState } from 'react'\nimport { Step } from '.'\n\ndescribe('Steps', () => {\n describe('when linear', () => {\n it('should render correctly', () => {\n const component = render(\n \n \n Step 1\n Step 2\n \n \n Content 1\n Content 2\n \n \n )\n\n expect(screen.getByText('Step 1')).toBeInTheDocument()\n expect(screen.queryByText('Content 1')).toBeInTheDocument()\n expect(component).toMatchSnapshot()\n })\n\n it('should not allow navigation', () => {\n render(\n \n \n Step 1\n Step 2\n \n \n Content 1\n Content 2\n \n \n )\n\n // Content 1 visible, Content 2 hidden\n expect(screen.getByText('Content 1')).toBeInTheDocument()\n expect(screen.queryByText('Content 2')).not.toBeInTheDocument()\n\n fireEvent.click(screen.getByText('Step 2'))\n\n // Content 1 visible, content 2 hidden\n expect(screen.getByText('Content 1')).toBeInTheDocument()\n expect(screen.queryByText('Content 2')).not.toBeInTheDocument()\n })\n })\n\n describe('when non-linear', () => {\n it('should render correctly when non-linear', () => {\n const component = render(\n \n \n Step 1\n Step 2\n \n \n Content 1\n Content 2\n \n \n )\n\n expect(screen.getByText('Step 1')).toBeInTheDocument()\n expect(screen.queryByText('Content 1')).toBeInTheDocument()\n expect(component).toMatchSnapshot()\n })\n\n it('should allow navigation', () => {\n const Component = () => {\n const [currentStep, setCurrentStep] = useState(0)\n return (\n \n \n Step 1\n Step 2\n \n \n Content 1\n Content 2\n \n \n )\n }\n\n render()\n\n // Content 1 visible, Content 2 hidden\n expect(screen.getByText('Content 1')).toBeInTheDocument()\n expect(screen.queryByText('Content 2')).not.toBeInTheDocument()\n\n fireEvent.click(screen.getByText('Step 2'))\n\n // Content 2 visible, content 1 hidden\n expect(screen.getByText('Content 2')).toBeInTheDocument()\n expect(screen.queryByText('Content 1')).not.toBeInTheDocument()\n })\n })\n})\n" }, { "path": "libs/design-system/src/lib/Step/Step.stories.tsx", "content": "import type { Story, Meta } from '@storybook/react'\nimport { useState } from 'react'\nimport { Button } from '../Button'\n\nimport Step from './Step'\n\nexport default {\n title: 'Components/Steps',\n} as Meta\n\nexport const Base: Story = () => {\n const [currentStep, setCurrentStep] = useState(0)\n\n return (\n <>\n \n \n Step 1\n Step 2\n Step 3\n \n \n Step 1 Content\n Step 2 Content\n Step 3 Content\n \n \n
    \n setCurrentStep((currentStep) => currentStep - 1)}\n >\n Back\n \n = 2}\n onClick={() => setCurrentStep((currentStep) => currentStep + 1)}\n >\n Next\n \n
    \n \n )\n}\n\nexport const NonLinear: Story = () => {\n const [currentStep, setCurrentStep] = useState(0)\n\n return (\n \n \n Step 1\n Step 2\n Step 3\n \n \n Step 1 Content\n Step 2 Content\n Step 3 Content\n \n \n )\n}\n\nexport const StepStatuses: Story = () => {\n return (\n \n \n Step 1\n Step 2\n Step 3\n Step 4\n \n \n Step 1 Content\n Step 2 Content\n Step 3 Content\n \n \n )\n}\n" }, { "path": "libs/design-system/src/lib/Step/Step.tsx", "content": "import { Tab as HeadlessTab } from '@headlessui/react'\nimport classNames from 'classnames'\nimport type { PropsWithChildren } from 'react'\nimport { useContext, useReducer, useRef, useEffect } from 'react'\nimport React, { createContext } from 'react'\nimport { RiCheckFill, RiCloseFill } from 'react-icons/ri'\n\ntype ExtractProps = T extends React.ComponentType ? P : T\n\nconst StepGroupContext = createContext({\n linear: true,\n groupComplete: false,\n selectedIndex: 0,\n steps: [] as HTMLElement[],\n registerStep: (element: HTMLElement) => {\n console.warn('Step registration failed', element)\n },\n})\n\nfunction Step({\n status: statusProp,\n className,\n children,\n ...rest\n}: { status?: 'complete' | 'incomplete' | 'error'; disabled?: boolean } & ExtractProps<\n typeof HeadlessTab\n>): JSX.Element {\n const { linear, selectedIndex, steps, registerStep, groupComplete } =\n useContext(StepGroupContext)\n const ref = useRef(null)\n\n useEffect(() => {\n if (ref.current) {\n registerStep(ref.current)\n }\n }, [registerStep])\n\n const index = ref.current ? steps.indexOf(ref.current) : -1\n\n const status = statusProp ?? (linear && index < selectedIndex ? 'complete' : 'incomplete')\n\n return (\n \n classNames(\n className,\n 'flex items-center rounded-md font-medium text-base focus:outline-none',\n !linear && 'focus:ring-2 focus:ring-gray-400 focus:ring-opacity-60',\n groupComplete\n ? 'text-teal'\n : selected\n ? 'text-cyan'\n : {\n complete: 'text-teal',\n incomplete: 'text-white',\n error: 'text-gray-100',\n }[status]\n )\n }\n {...(rest as any)}\n >\n {({ selected }) => (\n <>\n {index > 0 &&
    }\n \n {groupComplete ? (\n \n ) : (\n {\n complete: ,\n incomplete: index + 1,\n error: ,\n }[status]\n )}\n \n {children}\n \n )}\n \n )\n}\n\nfunction registerStepReducer(state: HTMLElement[], stepElement: HTMLElement) {\n if (!state.includes(stepElement)) {\n return [...state, stepElement]\n }\n\n return state\n}\n\nfunction Group({\n linear = true,\n complete = false,\n currentStep,\n children,\n onChange,\n ...rest\n}: { currentStep: number; linear?: boolean; complete?: boolean } & PropsWithChildren<\n Omit, 'selectedIndex' | 'children'>\n>): JSX.Element {\n const [steps, registerStep] = useReducer(registerStepReducer, [])\n\n return (\n {\n if (!linear) onChange(...args)\n }}\n {...rest}\n >\n {({ selectedIndex }) => (\n \n {children}\n \n )}\n \n )\n}\n\nfunction List({ className, ...rest }: ExtractProps): JSX.Element {\n return (\n \n )\n}\n\nfunction Panels({ className, ...rest }: ExtractProps): JSX.Element {\n return \n}\n\nfunction Panel({ className, ...rest }: ExtractProps): JSX.Element {\n return \n}\n\nexport default Object.assign(Step, { Group, List, Panels, Panel })\n" }, { "path": "libs/design-system/src/lib/Step/__snapshots__/Step.spec.tsx.snap", "content": "// Jest Snapshot v1, https://goo.gl/fbAQLP\n\nexports[`Steps when linear should render correctly 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n \n 1\n \n Step 1\n
    \n \n \n \n 2\n \n Step 2\n
    \n \n \n \n Content 1\n \n \n \n \n ,\n \"container\":
    \n \n \n \n 1\n \n Step 1\n
    \n \n \n \n 2\n \n Step 2\n \n \n \n \n Content 1\n \n \n \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n\nexports[`Steps when non-linear should render correctly when non-linear 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n \n 1\n \n Step 1\n \n \n \n \n 2\n \n Step 2\n \n
    \n \n \n Content 1\n \n \n \n \n ,\n \"container\":
    \n \n \n \n 1\n \n Step 1\n \n \n \n \n 2\n \n Step 2\n \n
    \n \n \n Content 1\n \n \n \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n" }, { "path": "libs/design-system/src/lib/Step/index.ts", "content": "export { default as Step } from './Step'\n" }, { "path": "libs/design-system/src/lib/Tab/Tab.spec.tsx", "content": "import { fireEvent, render, screen } from '@testing-library/react'\nimport { Tab } from './'\n\n// Not tested too thoroughly, most logic is covered by Headless UI base\ndescribe('Tab', () => {\n it('should render correctly', () => {\n const component = render(\n \n \n Tab 1\n Tab 2\n \n \n Content 1\n Content 2\n \n \n )\n\n expect(screen.getByText('Tab 1')).toBeInTheDocument()\n expect(screen.queryByText('Content 1')).toBeInTheDocument()\n expect(component).toMatchSnapshot()\n })\n\n describe('when toggled', () => {\n it('should render the correct panel', () => {\n render(\n \n \n Tab 1\n Tab 2\n \n \n Content 1\n Content 2\n \n \n )\n\n // Content 1 visible, Content 2 hidden\n expect(screen.getByText('Content 1')).toBeInTheDocument()\n expect(screen.queryByText('Content 2')).not.toBeInTheDocument()\n\n fireEvent.click(screen.getByText('Tab 2'))\n\n // Content 2 visible, content 1 hidden\n expect(screen.getByText('Content 2')).toBeInTheDocument()\n expect(screen.queryByText('Content 1')).not.toBeInTheDocument()\n })\n })\n})\n" }, { "path": "libs/design-system/src/lib/Tab/Tab.stories.tsx", "content": "import type { Story, Meta } from '@storybook/react'\nimport { RiLineChartLine, RiBarChartFill, RiPieChartFill } from 'react-icons/ri'\n\nimport Tab from './Tab'\n\nexport default {\n title: 'Components/Tabs',\n argTypes: {},\n args: {},\n} as Meta\n\nexport const Base: Story = (_args) => (\n \n \n Tab 1\n Tab 2\n Tab 3\n \n \n)\n\nexport const WithIcons: Story = (_args) => (\n \n \n }>Line\n }>Bar\n }>Pie\n \n \n)\n\nexport const WithPanels: Story = (_args) => (\n \n \n Tab 1\n Tab 2\n Tab 3\n \n \n Content 1\n Content 2\n Content 3\n \n \n)\n" }, { "path": "libs/design-system/src/lib/Tab/Tab.tsx", "content": "import type { PropsWithChildren } from 'react'\nimport { Tab as HeadlessTab } from '@headlessui/react'\nimport classNames from 'classnames'\n\ntype ExtractProps = T extends React.ComponentType ? P : T\n\nfunction Tab({\n className,\n children,\n icon,\n ...rest\n}: { icon?: React.ReactNode } & PropsWithChildren>): JSX.Element {\n return (\n \n classNames(\n className,\n 'grow flex items-center justify-center text-base py-1 px-4 rounded focus:outline-none focus:ring-2 focus:ring-opacity-60',\n 'focus:ring-gray-400',\n selected\n ? 'bg-gray-400 hover:bg-gray-300 text-white shadow'\n : 'hover:bg-gray-600 text-gray-100'\n )\n }\n {...(rest as any)}\n >\n {icon && {icon}}\n {children}\n \n )\n}\n\nfunction Group(props: ExtractProps): JSX.Element {\n return \n}\n\nfunction List({ className, ...rest }: ExtractProps): JSX.Element {\n return (\n \n )\n}\n\nfunction Panels({ className, ...rest }: ExtractProps): JSX.Element {\n return \n}\n\nfunction Panel({ className, ...rest }: ExtractProps): JSX.Element {\n return \n}\n\nexport default Object.assign(Tab, { Group, List, Panels, Panel })\n" }, { "path": "libs/design-system/src/lib/Tab/__snapshots__/Tab.spec.tsx.snap", "content": "// Jest Snapshot v1, https://goo.gl/fbAQLP\n\nexports[`Tab should render correctly 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n Tab 1\n \n \n Tab 2\n \n
    \n \n \n Content 1\n \n \n \n \n ,\n \"container\":
    \n \n \n Tab 1\n \n \n Tab 2\n \n
    \n \n \n Content 1\n \n \n \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n" }, { "path": "libs/design-system/src/lib/Tab/index.ts", "content": "export { default as Tab } from './Tab'\n" }, { "path": "libs/design-system/src/lib/Takeover/Takeover.spec.tsx", "content": "import { render, screen } from '@testing-library/react'\nimport { Takeover } from './'\n\ndescribe('Takeover', () => {\n describe('when rendered with `open` prop true', () => {\n it('should display the contents', () => {\n const onToggleMock = jest.fn()\n const component = render(\n \n Takeover content\n \n )\n\n expect(screen.getByText('Takeover content')).toBeInTheDocument()\n expect(component).toMatchSnapshot()\n })\n })\n})\n" }, { "path": "libs/design-system/src/lib/Takeover/Takeover.stories.tsx", "content": "import type { Story, Meta } from '@storybook/react'\nimport type { TakeoverProps } from './Takeover'\nimport * as React from 'react'\n\nimport Takeover from './Takeover'\nimport { Button } from '../../'\n\nexport default {\n title: 'Components/Takeover',\n component: Takeover,\n parameters: {\n controls: { include: ['as'] },\n },\n} as Meta\n\nexport const Base: Story = (args) => {\n const [isOpen, setIsOpen] = React.useState(false)\n\n return (\n
    \n \n setIsOpen(false)}>\n
    Press ESC to close
    \n     \n
    \n )\n}\n" }, { "path": "libs/design-system/src/lib/Takeover/Takeover.tsx", "content": "import type { RefObject } from 'react'\nimport { Fragment } from 'react'\nimport { Dialog, Transition } from '@headlessui/react'\n\ntype ExtractProps = T extends React.ComponentType ? P : T\n\nexport type TakeoverProps = ExtractProps & {\n scrollContainerRef?: RefObject\n}\n\nexport default function Takeover({\n open,\n onClose,\n children,\n scrollContainerRef,\n ...rest\n}: TakeoverProps) {\n return (\n \n \n \n \n {children}\n \n \n \n \n )\n}\n" }, { "path": "libs/design-system/src/lib/Takeover/__snapshots__/Takeover.spec.tsx.snap", "content": "// Jest Snapshot v1, https://goo.gl/fbAQLP\n\nexports[`Takeover when rendered with \\`open\\` prop true should display the contents 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n
    \n \n \n \n
    \n \n \n \n Takeover content\n
    \n \n \n \n \n \n \n ,\n \"container\":
    \n \n
    ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n" }, { "path": "libs/design-system/src/lib/Takeover/index.ts", "content": "export { default as Takeover } from './Takeover'\n" }, { "path": "libs/design-system/src/lib/Toast/Toast.spec.tsx", "content": "import type { ToastVariant } from '.'\nimport { render, screen } from '@testing-library/react'\nimport { Toast } from '.'\n\ndescribe('Toast', () => {\n describe('when rendered with text', () => {\n it('should display the text', () => {\n render(Hello, World!)\n\n expect(screen.getByText('Hello, World!')).toBeInTheDocument()\n })\n })\n\n const variants: ToastVariant[] = ['info', 'success', 'error']\n\n test.each(variants)('should render properly as the %s variant', (variant) => {\n const component = render(Hello, World!)\n expect(component).toMatchSnapshot()\n })\n})\n" }, { "path": "libs/design-system/src/lib/Toast/Toast.stories.tsx", "content": "import type { Story, Meta } from '@storybook/react'\nimport type { ToastProps } from './Toast'\n\nimport Toast from './Toast'\n\nexport default {\n title: 'Components/Toast',\n component: Toast,\n parameters: { controls: { exclude: ['className', 'onClick'] } },\n argTypes: {\n children: {\n control: 'text',\n description: 'Toast content',\n },\n variant: {\n control: { type: 'select' },\n description: 'Toast variant',\n },\n },\n args: {\n children: 'Toast message',\n },\n} as Meta\n\nconst Template: Story = (args) => \n\nexport const Base = Template.bind({})\n\nexport const Info = Template.bind({})\nInfo.args = { variant: 'info' }\n\nexport const Success = Template.bind({})\nSuccess.args = { variant: 'success' }\n\nexport const Error = Template.bind({})\nError.args = { variant: 'error' }\n" }, { "path": "libs/design-system/src/lib/Toast/Toast.tsx", "content": "import type { ReactNode, HTMLAttributes } from 'react'\nimport classNames from 'classnames'\nimport {\n RiInformationLine as IconInfo,\n RiCheckboxCircleLine as IconSuccess,\n RiErrorWarningLine as IconError,\n} from 'react-icons/ri'\n\nconst ToastVariants = Object.freeze({\n info: {\n className: 'text-white bg-gray-500',\n icon: IconInfo,\n role: 'status',\n },\n success: {\n className: 'text-black bg-teal',\n icon: IconSuccess,\n role: 'status',\n },\n error: {\n className: 'text-black bg-red',\n icon: IconError,\n role: 'alert',\n },\n})\n\nexport type ToastVariant = keyof typeof ToastVariants\n\nexport interface ToastProps extends HTMLAttributes {\n variant?: ToastVariant\n\n onClick?: () => void\n\n className?: string\n\n children?: ReactNode\n}\n\nfunction Toast({ variant = 'info', children, className, ...rest }: ToastProps): JSX.Element {\n const combinedClassName = classNames(\n className,\n ToastVariants[variant].className,\n 'flex items-center py-2 px-4 rounded shadow-md'\n )\n\n const Icon = ToastVariants[variant].icon\n\n return (\n
    \n \n \n {children}\n \n
    \n )\n}\n\nexport default Toast\n" }, { "path": "libs/design-system/src/lib/Toast/__snapshots__/Toast.spec.tsx.snap", "content": "// Jest Snapshot v1, https://goo.gl/fbAQLP\n\nexports[`Toast should render properly as the error variant 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n \n \n \n \n \n \n Hello, World!\n \n
    \n \n ,\n \"container\":
    \n \n \n \n \n \n \n \n \n Hello, World!\n \n
    \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n\nexports[`Toast should render properly as the info variant 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n \n \n \n \n \n \n Hello, World!\n \n
    \n \n ,\n \"container\":
    \n \n \n \n \n \n \n \n \n Hello, World!\n \n
    \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n\nexports[`Toast should render properly as the success variant 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n \n \n \n \n \n \n Hello, World!\n \n
    \n \n ,\n \"container\":
    \n \n \n \n \n \n \n \n \n Hello, World!\n \n
    \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n" }, { "path": "libs/design-system/src/lib/Toast/index.ts", "content": "export { default as Toast } from './Toast'\nexport type { ToastProps, ToastVariant } from './Toast'\n" }, { "path": "libs/design-system/src/lib/Toggle/Toggle.spec.tsx", "content": "/* eslint-disable @typescript-eslint/no-empty-function */\nimport { fireEvent, render, screen } from '@testing-library/react'\nimport { Toggle } from '.'\n\ndescribe('Toggle', () => {\n describe('when rendered with a screenreader label', () => {\n it('should display the label to screenreaders', () => {\n const component = render( {}} screenReaderLabel=\"SRLabel\" />)\n\n expect(screen.getByText('SRLabel')).toBeInTheDocument()\n expect(component).toMatchSnapshot()\n })\n })\n\n describe('when pressed', () => {\n it('should call the `onClick` callback', () => {\n const onClickMock = jest.fn()\n render()\n\n fireEvent.click(screen.getByRole('switch'))\n expect(onClickMock).toHaveBeenCalledTimes(1)\n })\n })\n\n describe('when toggle is checked', () => {\n it('should have the toggle disc moved to the right', () => {\n const component = render(\n {}} checked />\n )\n\n expect(component).toMatchSnapshot()\n })\n })\n\n describe('when passing a className', () => {\n it('should merge them and show all classNames', () => {\n render(\n {}}\n className=\"test-classname\"\n />\n )\n\n expect(screen.getByRole('switch')).toHaveClass('test-classname')\n // className cursor-pointer exists on the toggle by default\n expect(screen.getByRole('switch')).toHaveClass('cursor-pointer')\n })\n })\n})\n" }, { "path": "libs/design-system/src/lib/Toggle/Toggle.stories.tsx", "content": "import type { Story, Meta } from '@storybook/react'\nimport type { ToggleProps } from './Toggle'\nimport { useState } from 'react'\n\nimport Toggle from './Toggle'\n\nexport default {\n title: 'Components/Toggle',\n component: Toggle,\n parameters: { controls: { exclude: ['className', 'onClick'] } },\n args: {\n screenReaderLabel: 'Toggle something',\n },\n} as Meta\n\nconst Template: Story = (args) => {\n const [enabled, setEnabled] = useState(args.checked)\n\n return setEnabled(checked)} />\n}\n\nexport const Base = Template.bind({})\n" }, { "path": "libs/design-system/src/lib/Toggle/Toggle.tsx", "content": "import classNames from 'classnames'\nimport { Switch } from '@headlessui/react'\n\nconst ToggleSizes = Object.freeze({\n small: {\n outer: 'h-6 w-11',\n inner: 'h-4 w-4',\n innerChecked: 'translate-x-5',\n },\n medium: {\n outer: 'h-8 w-14',\n inner: 'h-6 w-6',\n innerChecked: 'translate-x-6',\n },\n})\n\nexport type ToggleSize = keyof typeof ToggleSizes\n\nexport interface ToggleProps {\n onChange(checked: boolean): void\n checked?: boolean\n size?: ToggleSize\n screenReaderLabel?: string\n className?: string\n disabled?: boolean\n}\n\nexport default function Toggle({\n checked = false,\n disabled = false,\n size = 'medium',\n className,\n screenReaderLabel,\n ...rest\n}: ToggleProps) {\n return (\n \n {screenReaderLabel && {screenReaderLabel}}\n \n \n )\n}\n" }, { "path": "libs/design-system/src/lib/Toggle/__snapshots__/Toggle.spec.tsx.snap", "content": "// Jest Snapshot v1, https://goo.gl/fbAQLP\n\nexports[`Toggle when rendered with a screenreader label should display the label to screenreaders 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n SRLabel\n \n \n \n
    \n ,\n \"container\":
    \n \n \n SRLabel\n \n \n \n
    ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n\nexports[`Toggle when toggle is checked should have the toggle disc moved to the right 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n SRLabel\n \n \n \n
    \n ,\n \"container\":
    \n \n \n SRLabel\n \n \n \n
    ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n" }, { "path": "libs/design-system/src/lib/Toggle/index.ts", "content": "export { default as Toggle } from './Toggle'\nexport type { ToggleProps } from './Toggle'\n" }, { "path": "libs/design-system/src/lib/Tooltip/Tooltip.spec.tsx", "content": "import { render, screen, waitFor } from '@testing-library/react'\nimport userEvent from '@testing-library/user-event'\nimport { act } from 'react-dom/test-utils'\nimport { Tooltip } from '.'\n\ndescribe('Tooltip', () => {\n describe('when rendered', () => {\n it('should show tooltip content on tooltip trigger `focus`', async () => {\n let component\n await act(async () => {\n component = render(\n \n \n \n )\n })\n\n const tooltipTrrigger = screen.getByTestId('tooltip-trigger')\n\n tooltipTrrigger.focus()\n await waitFor(() => {\n expect(screen.getByText(/^tooltip content$/i)).toBeVisible()\n })\n\n expect(component).toMatchSnapshot()\n })\n it('should show tooltip on tooltip trigger `hover`', async () => {\n let component\n await act(async () => {\n component = render(\n \n \n \n )\n })\n\n const tooltipTrrigger = screen.getByTestId('tooltip-trigger')\n\n userEvent.hover(tooltipTrrigger)\n await waitFor(() => {\n expect(screen.getByText(/^tooltip content$/i)).toBeVisible()\n })\n\n expect(component).toMatchSnapshot()\n })\n })\n})\n" }, { "path": "libs/design-system/src/lib/Tooltip/Tooltip.stories.tsx", "content": "import type { Meta, Story } from '@storybook/react'\nimport type { TooltipProps } from './Tooltip'\nimport { RiInformationLine as IconInfo, RiLinksLine as IconLink } from 'react-icons/ri'\nimport Tooltip from './Tooltip'\n\nexport default {\n title: 'Components/Tooltip',\n component: Tooltip,\n} as Meta\n\nconst Template: Story = (args) => {\n return (\n
    \n \n \n \n
    \n )\n}\n\nexport const Base = Template.bind({})\nBase.args = { content: 'Short content' }\n\nexport const Multiline = Template.bind({})\nMultiline.args = {\n content:\n 'This is the cumulative investments (or fiat) that you have invested in your cryptocurrency portfolio.',\n}\n\nexport const WithMarkup = Template.bind({})\nWithMarkup.args = {\n content: (\n
    \n

    More information

    \n
    \n \n

    hello world

    \n
    \n
    \n ),\n}\n\nexport const Interactive = Template.bind({})\nInteractive.args = {\n interactive: true,\n content: (\n
    \n

    Link to resource

    \n \n \n

    hello world

    \n \n
    \n ),\n}\n\nexport const Delayed = Template.bind({})\nDelayed.args = {\n delay: 500,\n content: 'Delayed information ⏰',\n}\n" }, { "path": "libs/design-system/src/lib/Tooltip/Tooltip.tsx", "content": "import type { TippyProps } from '@tippyjs/react/headless'\nimport Tippy from '@tippyjs/react/headless'\nimport cn from 'classnames'\n\nexport type TooltipProps = TippyProps\n\nexport default function Tooltip({ content, children, className, ...rest }: TooltipProps) {\n return (\n (\n \n {content}\n \n )}\n {...rest}\n >\n {children}\n \n )\n}\n" }, { "path": "libs/design-system/src/lib/Tooltip/__snapshots__/Tooltip.spec.tsx.snap", "content": "// Jest Snapshot v1, https://goo.gl/fbAQLP\n\nexports[`Tooltip when rendered should show tooltip content on tooltip trigger \\`focus\\` 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n Tooltip trigger\n \n
    \n \n \n Tooltip Content\n \n \n ,\n \"container\":
    \n \n Tooltip trigger\n \n
    ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n\nexports[`Tooltip when rendered should show tooltip on tooltip trigger \\`hover\\` 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n Tooltip trigger\n \n
    \n \n \n Tooltip Content\n \n \n ,\n \"container\":
    \n \n Tooltip trigger\n \n
    ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n" }, { "path": "libs/design-system/src/lib/Tooltip/index.ts", "content": "export { default as Tooltip } from './Tooltip'\nexport type { TooltipProps } from './Tooltip'\n" }, { "path": "libs/design-system/src/lib/TrendLine/TrendLine.stories.tsx", "content": "import type { Story, Meta } from '@storybook/react'\nimport type { TrendLineProps } from '.'\n\nimport TrendLine from './TrendLine'\n\nconst data = Array.from({ length: 30 }, () => Math.random() * 10000).map((value, index) => ({\n key: index,\n value,\n}))\n\nexport default {\n title: 'Components/TrendLine',\n component: TrendLine,\n parameters: { controls: { exclude: ['className'] } },\n args: {\n inverted: false,\n data,\n },\n} as Meta\n\nexport const Base: Story = (props) => (\n
    \n \n
    \n)\n" }, { "path": "libs/design-system/src/lib/TrendLine/TrendLine.tsx", "content": "import { useMemo } from 'react'\nimport { ParentSize } from '@visx/responsive'\nimport { scaleBand, scaleLinear } from '@visx/scale'\nimport { Group } from '@visx/group'\nimport { Area, Circle } from '@visx/shape'\nimport classNames from 'classnames'\n\nconst CIRCLE_RADIUS = 1\n\nexport interface TrendLineProps extends React.HTMLAttributes {\n data: {\n key: { toString(): string }\n value: number\n }[]\n /** Whether a negative trendline should be treated positively (teal vs. red) */\n inverted?: boolean\n}\n\nexport default function TrendLine({\n data,\n className,\n inverted = false,\n ...rest\n}: TrendLineProps): JSX.Element | null {\n const xScale = useMemo(\n () =>\n scaleBand({\n domain: data.map(({ key }) => key.toString()),\n round: false,\n }),\n [data]\n )\n const yScale = useMemo(() => {\n const yDomain = data.map(({ value }) => value)\n\n return scaleLinear({\n domain: [Math.min(...yDomain), Math.max(...yDomain)],\n round: true,\n })\n }, [data])\n\n const change = data[data.length - 1].value - data[0].value\n\n let isPositive = change > 0\n if (inverted) isPositive = !isPositive\n\n return data.length > 0 ? (\n \n {({ width, height }) => {\n xScale.range([0, width - CIRCLE_RADIUS * 2])\n yScale.range([height - CIRCLE_RADIUS * 2, 0])\n\n return (\n \n \n <>\n xScale(key.toString()) || 0}\n y={({ value }) => yScale(value)}\n className={\n change === 0\n ? 'text-gray-200'\n : isPositive\n ? 'text-teal'\n : 'text-red'\n }\n stroke=\"currentColor\"\n strokeWidth={1}\n strokeLinejoin=\"round\"\n />\n \n \n \n \n )\n }}\n \n ) : null\n}\n" }, { "path": "libs/design-system/src/lib/TrendLine/Trendline.spec.tsx", "content": "import { render } from '@testing-library/react'\nimport TrendLine from './TrendLine'\n\ndescribe('TrendLine', () => {\n describe('when rendered with a positive trendline', () => {\n it('should render correcly', () => {\n const component = render(\n \n )\n\n expect(component).toMatchSnapshot()\n })\n })\n\n describe('when rendered with a negative trendline', () => {\n it('should render correcly', () => {\n const component = render(\n \n )\n\n expect(component).toMatchSnapshot()\n })\n })\n\n describe('when rendered with a neutral trendline', () => {\n it('should render correcly', () => {\n const component = render(\n \n )\n\n expect(component).toMatchSnapshot()\n })\n })\n})\n" }, { "path": "libs/design-system/src/lib/TrendLine/__snapshots__/Trendline.spec.tsx.snap", "content": "// Jest Snapshot v1, https://goo.gl/fbAQLP\n\nexports[`TrendLine when rendered with a negative trendline should render correcly 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n \n \n \n \n \n
    \n \n ,\n \"container\":
    \n \n \n \n \n \n \n \n
    \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n\nexports[`TrendLine when rendered with a neutral trendline should render correcly 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n \n \n \n \n \n
    \n \n ,\n \"container\":
    \n \n \n \n \n \n \n \n
    \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n\nexports[`TrendLine when rendered with a positive trendline should render correcly 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n \n \n \n \n \n
    \n \n ,\n \"container\":
    \n \n \n \n \n \n \n \n
    \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n" }, { "path": "libs/design-system/src/lib/TrendLine/index.ts", "content": "export { default as TrendLine } from './TrendLine'\nexport type { TrendLineProps } from './TrendLine'\n" }, { "path": "libs/design-system/src/lib/inputs/Input/Input.spec.tsx", "content": "import { fireEvent, render, screen } from '@testing-library/react'\nimport { Input } from '..'\n\ndescribe('Input', () => {\n describe('when rendered', () => {\n it('should display a placeholder when passed', () => {\n const component = render()\n\n expect(screen.getByPlaceholderText('Placeholder')).toBeInTheDocument()\n expect(component).toMatchSnapshot()\n })\n it('should display a label when passed', () => {\n const component = render()\n\n expect(screen.getByLabelText('Label')).toBeInTheDocument()\n expect(component).toMatchSnapshot()\n })\n it('should display a color hint when passed', () => {\n const component = render()\n\n expect(component).toMatchSnapshot()\n })\n it('should render plainly when no extra props are passed', () => {\n const component = render()\n\n expect(component).toMatchSnapshot()\n })\n })\n\n describe('when interacted with', () => {\n it('should call `onFocus` and `onBlur` callbacks', () => {\n const onFocusMock = jest.fn(),\n onBlurMock = jest.fn()\n render(\n \n )\n const input = screen.getByTestId('input')\n\n fireEvent.focus(input)\n expect(onFocusMock).toHaveBeenCalledTimes(1)\n fireEvent.blur(input)\n expect(onBlurMock).toHaveBeenCalledTimes(1)\n })\n\n it('should call the `onChange` callback on change', () => {\n const onChangeMock = jest.fn()\n render()\n const input = screen.getByTestId('input')\n\n fireEvent.focus(input)\n fireEvent.change(input, {\n target: { value: 'abc' },\n })\n expect(onChangeMock).toHaveBeenCalledTimes(1)\n })\n })\n})\n" }, { "path": "libs/design-system/src/lib/inputs/Input/Input.stories.tsx", "content": "import type { Story, Meta } from '@storybook/react'\nimport type { InputProps } from '..'\n\nimport { Input } from '..'\nimport { FormGroup } from '../../FormGroup'\nimport { RiTerminalBoxFill, RiWifiFill } from 'react-icons/ri'\n\nexport default {\n title: 'Components/Inputs/Input',\n component: Input,\n parameters: {\n controls: { exclude: ['variant', 'className', 'labelClassName'] },\n },\n argTypes: {\n type: {\n control: {\n type: 'select',\n options: ['text', 'number', 'password', 'email'],\n },\n },\n colorHint: {\n control: {\n type: 'text',\n description: 'Color to display on the right side of the input',\n },\n },\n fixedLeftOverride: {\n control: {\n type: 'text',\n description: 'Override content placed on the left side of the input',\n },\n },\n fixedRightOverride: {\n control: {\n type: 'text',\n description: 'Override content placed on the right side of the input',\n },\n },\n disabled: {\n control: {\n type: 'boolean',\n },\n },\n readOnly: {\n control: {\n type: 'boolean',\n },\n },\n hint: {\n control: {\n type: 'text',\n },\n },\n error: {\n control: {\n type: 'text',\n },\n },\n },\n args: {\n label: 'Label',\n placeholder: 'Placeholder',\n type: 'text',\n },\n} as Meta\n\nconst Template: Story = (args) => (\n \n \n \n)\n\nexport const Base = Template.bind({})\n\nexport const WithColorHint = Template.bind({})\nWithColorHint.args = { colorHint: 'cyan' }\n\nexport const WithIcons = Template.bind({})\nWithIcons.args = {\n fixedLeftOverride: ,\n fixedRightOverride: ,\n}\n" }, { "path": "libs/design-system/src/lib/inputs/Input/Input.tsx", "content": "import type { InputColorHintColor } from '../'\nimport type { InputHTMLAttributes, ReactNode } from 'react'\nimport classNames from 'classnames'\nimport { InputColorHint, InputHint } from '../'\nimport React, { forwardRef } from 'react'\n\nconst InputVariants = Object.freeze({\n default: 'focus-within:border-cyan focus-within:ring-cyan',\n positive: 'focus-within:border-teal focus-within:ring-teal',\n negative: 'focus-within:border-red focus-within:ring-red',\n})\n\nexport type InputVariant = keyof typeof InputVariants\n\nexport interface InputProps extends InputHTMLAttributes {\n variant?: InputVariant\n\n /** Label that shows up over input */\n label?: string\n\n /** Color to appear on the right side of the input */\n colorHint?: InputColorHintColor\n\n labelClassName?: string\n\n inputClassName?: string\n\n /** Hint message that appears below the input */\n hint?: string\n\n /** Error message that appears below the input */\n error?: string\n\n /** If there's no error message, but you want to color the border as red, pass `true` */\n hasError?: boolean\n\n /** Override content appearing on the left side of the input */\n fixedLeftOverride?: ReactNode\n\n /** Override content appearing on the right side of the input */\n fixedRightOverride?: ReactNode\n}\n\n/**\n * Simple input component\n */\nfunction Input(\n {\n variant = 'default',\n disabled,\n readOnly,\n colorHint,\n className,\n label,\n labelClassName,\n inputClassName,\n hint,\n error,\n hasError,\n fixedLeftOverride,\n fixedRightOverride,\n ...rest\n }: InputProps,\n ref: React.Ref\n): JSX.Element {\n const fixedLeft = fixedLeftOverride\n const fixedRight =\n fixedRightOverride || (colorHint ? : null)\n\n const bgClass = readOnly ? 'bg-gray-600' : 'bg-gray-500'\n\n return (\n \n )\n}\n\nexport default forwardRef(Input)\n" }, { "path": "libs/design-system/src/lib/inputs/Input/__snapshots__/Input.spec.tsx.snap", "content": "// Jest Snapshot v1, https://goo.gl/fbAQLP\n\nexports[`Input when rendered should display a color hint when passed 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n \n \n \n   \n \n \n
    \n \n \n ,\n \"container\":
    \n \n \n \n \n \n   \n \n \n
    \n \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n\nexports[`Input when rendered should display a label when passed 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n Label\n \n \n \n
    \n \n \n ,\n \"container\":
    \n \n \n Label\n \n \n \n
    \n \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n\nexports[`Input when rendered should display a placeholder when passed 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n \n
    \n \n \n ,\n \"container\":
    \n \n \n \n
    \n \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n\nexports[`Input when rendered should render plainly when no extra props are passed 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n \n
    \n \n \n ,\n \"container\":
    \n \n \n \n
    \n \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n" }, { "path": "libs/design-system/src/lib/inputs/Input/index.ts", "content": "export { default as Input } from './Input'\nexport type { InputProps } from './Input'\n" }, { "path": "libs/design-system/src/lib/inputs/InputColorHint/InputColorHint.tsx", "content": "import type { HTMLAttributes } from 'react'\nimport classNames from 'classnames'\n\nconst InputColorHintColors = Object.freeze({\n cyan: 'bg-cyan',\n blue: 'bg-blue',\n pink: 'bg-pink',\n teal: 'bg-teal',\n green: 'bg-green',\n red: 'bg-red',\n yellow: 'bg-yellow',\n})\n\nexport type InputColorHintColor = keyof typeof InputColorHintColors\n\nexport interface InputColorHintProps extends HTMLAttributes {\n color: InputColorHintColor\n className?: string\n}\n\nexport default function InputColorHint({\n color,\n className,\n ...rest\n}: InputColorHintProps): JSX.Element {\n const combinedClassName = classNames(\n className,\n InputColorHintColors[color],\n 'block w-1.5 rounded-lg leading-none'\n )\n\n return (\n \n   {/* Used to force a height matching the font size */}\n \n )\n}\n" }, { "path": "libs/design-system/src/lib/inputs/InputColorHint/index.ts", "content": "export { default as InputColorHint } from './InputColorHint'\nexport type { InputColorHintColor, InputColorHintProps } from './InputColorHint'\n" }, { "path": "libs/design-system/src/lib/inputs/InputCurrency/InputCurrency.spec.tsx", "content": "import { fireEvent, render, screen } from '@testing-library/react'\nimport { useState } from 'react'\nimport { InputCurrency } from '..'\n\nfunction ControlledInputCurrency(props: { [key: string]: unknown }): JSX.Element {\n const [value, setValue] = useState(20)\n return \n}\n\ndescribe('InputCurrency', () => {\n describe('when rendered', () => {\n it('should display a dollar sign by default', () => {\n const component = render( null} />)\n\n expect(screen.getByText('$')).toBeInTheDocument()\n expect(component).toMatchSnapshot()\n })\n it('should display a specified currency symbol', () => {\n const component = render(\n null} />\n )\n\n expect(screen.getByText('symbol')).toBeInTheDocument()\n expect(component).toMatchSnapshot()\n })\n })\n\n describe('when interacted with', () => {\n it('should call `onChange` when the entered number changes', () => {\n const onChangeMock = jest.fn()\n\n render()\n const input = screen.getByTestId('input')\n\n fireEvent.focus(input)\n fireEvent.change(input, { target: { value: -123 } })\n expect(onChangeMock).toHaveBeenCalledWith(123) // Negative inputs not accepted, will be converted to positive\n })\n })\n})\n" }, { "path": "libs/design-system/src/lib/inputs/InputCurrency/InputCurrency.stories.tsx", "content": "import type { Story, Meta } from '@storybook/react'\nimport type { InputCurrencyProps } from '..'\nimport InputStories from '../Input/Input.stories'\n\nimport { FormGroup } from '../../FormGroup'\nimport { InputCurrency } from '..'\nimport React, { useState } from 'react'\n\nconst inheritedArgTypes = InputStories.argTypes || {}\ndelete inheritedArgTypes.type\ndelete inheritedArgTypes.fixedLeftOverride\ndelete inheritedArgTypes.fixedRightOverride\n\nexport default {\n title: 'Components/Inputs/InputCurrency',\n component: InputCurrency,\n parameters: {\n controls: { exclude: ['className', 'labelClassName', 'onValueChange'] },\n },\n argTypes: {\n ...inheritedArgTypes,\n },\n args: {\n label: 'Currency',\n placeholder: 'Amount',\n },\n} as Meta\n\nconst Template: Story = (args) => {\n const [value, setValue] = useState(null)\n\n return (\n \n \n \n )\n}\n\nexport const Base = Template.bind({})\n\nexport const WithColorHint = Template.bind({})\nWithColorHint.args = { colorHint: 'cyan' }\n" }, { "path": "libs/design-system/src/lib/inputs/InputCurrency/InputCurrency.tsx", "content": "import React, { forwardRef } from 'react'\nimport { NumericFormat, type NumericFormatProps } from 'react-number-format'\nimport { Input, type InputProps } from '..'\n\nexport type InputCurrencyProps = Omit &\n Omit & {\n value: number | null\n onChange(value: number | null): void\n\n /** Currency symbol to appear on the left side of the input */\n symbol?: string\n }\n\n/**\n * Controlled input for numerical currency values\n */\nfunction InputCurrency(\n { value, onChange, type, symbol = '$', allowNegative = false, ...rest }: InputCurrencyProps,\n ref: React.Ref\n) {\n // https://github.com/s-yadav/react-number-format#custom-inputs\n return (\n {\n onChange(value.floatValue ?? null)\n }}\n decimalScale={2}\n thousandSeparator\n allowNegative={allowNegative}\n fixedLeftOverride={symbol}\n {...rest}\n type={type as any} // conflicting types between React and Number format\n />\n )\n}\n\nexport default forwardRef(InputCurrency)\n" }, { "path": "libs/design-system/src/lib/inputs/InputCurrency/__snapshots__/InputCurrency.spec.tsx.snap", "content": "// Jest Snapshot v1, https://goo.gl/fbAQLP\n\nexports[`InputCurrency when rendered should display a dollar sign by default 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n \n $\n \n \n
    \n \n \n ,\n \"container\":
    \n \n \n \n $\n \n \n
    \n \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n\nexports[`InputCurrency when rendered should display a specified currency symbol 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n \n \n \n symbol\n \n \n
    \n \n \n ,\n \"container\":
    \n \n \n \n symbol\n \n \n
    \n \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n" }, { "path": "libs/design-system/src/lib/inputs/InputCurrency/index.ts", "content": "export { default as InputCurrency } from './InputCurrency'\nexport type { InputCurrencyProps } from './InputCurrency'\n" }, { "path": "libs/design-system/src/lib/inputs/InputHint/InputHint.tsx", "content": "import type { ReactNode } from 'react'\nimport classNames from 'classnames'\n\nexport interface InputHintProps {\n error?: boolean\n disabled?: boolean\n children: ReactNode\n}\n\nexport default function InputHint({\n error = false,\n disabled = false,\n children,\n}: InputHintProps): JSX.Element {\n return (\n \n {children}\n \n )\n}\n" }, { "path": "libs/design-system/src/lib/inputs/InputHint/index.ts", "content": "export { default as InputHint } from './InputHint'\nexport type { InputHintProps } from './InputHint'\n" }, { "path": "libs/design-system/src/lib/inputs/InputPassword/InputPassword.spec.tsx", "content": "import { render, screen, waitFor } from '@testing-library/react'\nimport userEvent from '@testing-library/user-event'\nimport { act } from 'react-dom/test-utils'\nimport { InputPassword } from '..'\n\ndescribe('InputPassword', () => {\n describe('when rendered', () => {\n it('should render plainly when reveal button and complexity bar are disabled', () => {\n const component = render(\n \n )\n\n expect(component.queryByTestId('reveal-password-button')).not.toBeInTheDocument()\n expect(component.queryByTitle('Password is very weak')).not.toBeInTheDocument()\n expect(component).toMatchSnapshot()\n })\n it('should render the reveal button when enabled', async () => {\n let component\n await act(async () => {\n component = render()\n })\n\n expect(screen.getByTestId('reveal-password-button')).toBeInTheDocument()\n expect(component).toMatchSnapshot()\n })\n it('should render the complexity bar when enabled', async () => {\n let component\n await act(async () => {\n component = render()\n })\n\n expect(screen.getByTitle('Password is very weak')).toBeInTheDocument()\n expect(component).toMatchSnapshot()\n })\n it('should render a complexity based on the calculated score', async () => {\n let component\n await act(async () => {\n component = render(\n null}\n passwordComplexity={() => 3}\n />\n )\n })\n\n expect(screen.getByTitle('Password is strong')).toBeInTheDocument()\n expect(component).toMatchSnapshot()\n })\n it('should show password requirements on `onFocus`', async () => {\n let component\n await act(async () => {\n component = render(\n \n )\n })\n\n const inputElement = screen.getByPlaceholderText('Password')\n\n inputElement.focus()\n await waitFor(() => {\n expect(screen.getByText('Password requirements')).toBeVisible()\n })\n\n expect(component).toMatchSnapshot()\n })\n it('should show tooltip on reveal button hover', async () => {\n let component\n await act(async () => {\n component = render()\n })\n\n userEvent.hover(screen.getByTestId('reveal-password-button'))\n await waitFor(() => {\n expect(screen.getByText(/^show password$/i)).toBeVisible()\n })\n\n expect(component).toMatchSnapshot()\n })\n })\n})\n" }, { "path": "libs/design-system/src/lib/inputs/InputPassword/InputPassword.stories.tsx", "content": "import type { Story, Meta } from '@storybook/react'\nimport type { InputPasswordProps } from '..'\nimport InputStories from '../Input/Input.stories'\n\nimport { FormGroup } from '../../FormGroup'\nimport { InputPassword } from '..'\nimport React, { useState } from 'react'\n\nconst inheritedArgTypes = InputStories.argTypes || {}\ndelete inheritedArgTypes.type\ndelete inheritedArgTypes.fixedLeftOverride\ndelete inheritedArgTypes.fixedRightOverride\ndelete inheritedArgTypes.colorHint\n\nexport default {\n title: 'Components/Inputs/InputPassword',\n component: InputPassword,\n parameters: {\n controls: {\n exclude: ['className', 'labelClassName', 'onValueChange', 'passwordComplexity'],\n },\n },\n argTypes: {\n ...inheritedArgTypes,\n },\n args: {\n label: 'Password',\n },\n} as Meta\n\nconst Template: Story = (args) => {\n const [value, setValue] = useState('')\n\n return (\n \n ) => setValue(e.target.value)}\n />\n \n )\n}\n\nexport const Base = Template.bind({})\n" }, { "path": "libs/design-system/src/lib/inputs/InputPassword/InputPassword.tsx", "content": "import type { InputProps } from '..'\nimport { useEffect, useMemo, useState } from 'react'\nimport classNames from 'classnames'\nimport type zxcvbnType from 'zxcvbn'\nimport {\n RiEyeLine as IconReveal,\n RiEyeOffLine as IconHide,\n RiCloseFill as IconClose,\n RiCheckFill as IconCheck,\n} from 'react-icons/ri'\nimport { Input } from '..'\nimport { InputHint } from '../InputHint'\nimport { Tooltip } from '../../Tooltip/'\n\ninterface PasswordValidation {\n isValid: boolean\n message: string\n}\n\ninterface PasswordValidator {\n (password: string): PasswordValidation\n}\n\nexport interface InputPasswordProps extends Omit {\n /** Whether to show and enable the button to reveal/hide the password */\n showRevealButton?: boolean\n\n /** Whether to show the complexity measurement bar */\n showComplexityBar?: boolean\n\n /** Custom password complexity function, returning a score from 0 to 4 */\n passwordComplexity?: (password: string) => number\n\n /** Whether or not to show a password requirements popover */\n showPasswordRequirements?: boolean\n\n /** Fires when password validity changes */\n onValidityChange?: (validations: { isValid: boolean; message: string }[]) => void\n}\n\nconst COMPLEXITY_SCORE_NAMES = ['very weak', 'weak', 'fair', 'strong', 'very strong']\n\ndeclare const zxcvbn: typeof zxcvbnType\n\n/**\n * Input for password values\n */\nfunction InputPassword({\n value,\n showRevealButton = true,\n showComplexityBar = true,\n showPasswordRequirements = false,\n passwordComplexity,\n disabled,\n hint,\n error,\n onValidityChange,\n ...rest\n}: InputPasswordProps): JSX.Element {\n const [revealPassword, setRevealPassword] = useState(false)\n const [complexityScore, setComplexityScore] = useState(0)\n const [validations, setValidations] = useState([])\n\n const _passwordComplexity = useMemo(\n () => passwordComplexity ?? ((password: string) => zxcvbn(password).score),\n [passwordComplexity]\n )\n\n const passwordRequirements = useMemo(() => {\n const validators: PasswordValidator[] = [\n (p) => ({\n isValid: p.length >= 8 && p.length <= 64,\n message: 'Between 8 - 64 characters',\n }),\n (p) => ({ isValid: /[a-z]+/.test(p), message: 'Contains 1+ lowercase characters' }),\n (p) => ({ isValid: /[A-Z]+/.test(p), message: 'Contains 1+ uppercase characters' }),\n (p) => ({\n isValid: /[*!@#$%^&(){}:;<>,.?/~_+-=|]+/.test(p),\n message: 'Contains 1+ special characters',\n }),\n ]\n\n return validators\n }, [])\n\n useEffect(() => {\n setComplexityScore(value ? _passwordComplexity(value as string) : 0)\n }, [value, _passwordComplexity])\n\n // Using Auth0 \"Good\" password requirements - https://auth0.com/docs/connections/database/password-strength#password-policies\n useEffect(() => {\n if (onValidityChange) {\n const checks = passwordRequirements.map((validatorFn) =>\n validatorFn((value as string) || '')\n )\n onValidityChange(checks)\n setValidations(checks)\n }\n }, [value, passwordRequirements, onValidityChange])\n\n return (\n
    \n {\n if (placement.includes('bottom')) {\n return showComplexityBar ? [0, 20] : [0, 8]\n } else {\n return [0, 4]\n }\n }}\n disabled={!showPasswordRequirements}\n content={\n
    \n

    Password requirements

    \n\n
    \n {validations\n .sort((a, b) => {\n const aVal = a.isValid ? 1 : 0\n const bVal = b.isValid ? 1 : 0\n return bVal - aVal\n })\n .map((validation) => {\n return (\n
    \n \n {validation.isValid ? (\n \n ) : (\n \n )}\n \n \n {validation.message}\n \n
    \n )\n })}\n
    \n
    \n }\n >\n
    \n \n setRevealPassword(!revealPassword)}\n aria-label={\n revealPassword ? 'Hide Password' : 'Show Password'\n }\n data-testid=\"reveal-password-button\"\n className=\"text-xl text-gray-100 hover:text-gray-50 focus:text-gray-50 focus:outline-none\"\n >\n {revealPassword ? : }\n \n \n ) : null\n }\n hasError={!!error}\n disabled={disabled}\n hint={hint}\n error={error}\n {...rest}\n />\n
    \n \n {showComplexityBar && (\n \n {['bg-red', 'bg-orange', 'bg-yellow', 'bg-green'].map((bg, index) => (\n index ? bg : 'bg-gray-300',\n index < 3 && 'mr-1.5'\n )}\n >
    \n ))}\n \n )}\n\n {hint && !error && {hint}}\n {error && (\n \n {error}\n \n )}\n \n )\n}\n\nexport default InputPassword\n" }, { "path": "libs/design-system/src/lib/inputs/InputPassword/__snapshots__/InputPassword.spec.tsx.snap", "content": "// Jest Snapshot v1, https://goo.gl/fbAQLP\n\nexports[`InputPassword when rendered should render a complexity based on the calculated score 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
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    \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n\nexports[`InputPassword when rendered should render the complexity bar when enabled 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
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    \n \n Password requirements\n

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    \n \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n\nexports[`InputPassword when rendered should show tooltip on reveal button hover 1`] = `\nObject {\n \"asFragment\": [Function],\n \"baseElement\": \n
    \n
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    \n \n \n \n \n Show password\n \n \n ,\n \"container\":
    \n
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    \n \n \n \n \n \n \n \n \n \n \n \n \n \n
    \n \n
    \n \n \n \n \n \n
    \n \n ,\n \"debug\": [Function],\n \"findAllByAltText\": [Function],\n \"findAllByDisplayValue\": [Function],\n \"findAllByLabelText\": [Function],\n \"findAllByPlaceholderText\": [Function],\n \"findAllByRole\": [Function],\n \"findAllByTestId\": [Function],\n \"findAllByText\": [Function],\n \"findAllByTitle\": [Function],\n \"findByAltText\": [Function],\n \"findByDisplayValue\": [Function],\n \"findByLabelText\": [Function],\n \"findByPlaceholderText\": [Function],\n \"findByRole\": [Function],\n \"findByTestId\": [Function],\n \"findByText\": [Function],\n \"findByTitle\": [Function],\n \"getAllByAltText\": [Function],\n \"getAllByDisplayValue\": [Function],\n \"getAllByLabelText\": [Function],\n \"getAllByPlaceholderText\": [Function],\n \"getAllByRole\": [Function],\n \"getAllByTestId\": [Function],\n \"getAllByText\": [Function],\n \"getAllByTitle\": [Function],\n \"getByAltText\": [Function],\n \"getByDisplayValue\": [Function],\n \"getByLabelText\": [Function],\n \"getByPlaceholderText\": [Function],\n \"getByRole\": [Function],\n \"getByTestId\": [Function],\n \"getByText\": [Function],\n \"getByTitle\": [Function],\n \"queryAllByAltText\": [Function],\n \"queryAllByDisplayValue\": [Function],\n \"queryAllByLabelText\": [Function],\n \"queryAllByPlaceholderText\": [Function],\n \"queryAllByRole\": [Function],\n \"queryAllByTestId\": [Function],\n \"queryAllByText\": [Function],\n \"queryAllByTitle\": [Function],\n \"queryByAltText\": [Function],\n \"queryByDisplayValue\": [Function],\n \"queryByLabelText\": [Function],\n \"queryByPlaceholderText\": [Function],\n \"queryByRole\": [Function],\n \"queryByTestId\": [Function],\n \"queryByText\": [Function],\n \"queryByTitle\": [Function],\n \"rerender\": [Function],\n \"unmount\": [Function],\n}\n`;\n" }, { "path": "libs/design-system/src/lib/inputs/InputPassword/index.ts", "content": "export { default as InputPassword } from './InputPassword'\nexport type { InputPasswordProps } from './InputPassword'\n" }, { "path": "libs/design-system/src/lib/inputs/index.ts", "content": "export * from './Input'\nexport type { InputProps } from './Input'\n\nexport * from './InputColorHint'\nexport type { InputColorHintColor, InputColorHintProps } from './InputColorHint'\n\nexport * from './InputCurrency'\nexport type { InputCurrencyProps } from './InputCurrency'\n\nexport * from './InputHint'\nexport type { InputHintProps } from './InputHint'\n\nexport * from './InputPassword'\nexport type { InputPasswordProps } from './InputPassword'\n" }, { "path": "libs/design-system/tailwind.config.js", "content": "const { join } = require('path')\nconst defaultTheme = require('tailwindcss/defaultTheme')\n\n/** @type {import('tailwindcss').Config} */\nmodule.exports = {\n content: [join(__dirname, 'src/**/*.tsx'), join(__dirname, 'docs/**/*.{tsx,mdx}')],\n theme: {\n screens: {\n xs: '375px',\n sm: '640px',\n md: '744px',\n lg: '1024px',\n xl: '1440px',\n },\n colors: {\n transparent: 'transparent',\n current: 'currentColor',\n black: '#16161A',\n white: '#F8F9FA',\n gray: {\n DEFAULT: '#34363C',\n 25: '#DEE2E6',\n 50: '#ADB5BD',\n 100: '#868E96',\n 200: '#4B4F55',\n 300: '#44474C',\n 400: '#3D4045',\n 500: '#34363C',\n 600: '#2C2D32',\n 700: '#232428',\n 800: '#1C1C20',\n },\n cyan: {\n DEFAULT: '#3BC9DB',\n 50: '#D7F6FA',\n 300: '#99E9F2',\n 400: '#66D9E8',\n 500: '#3BC9DB',\n },\n red: {\n DEFAULT: '#FF8787',\n 50: '#FFE8E8',\n 300: '#FFC9C9',\n 400: '#FFA8A8',\n 500: '#FF8787',\n },\n teal: {\n DEFAULT: '#38D9A9',\n 50: '#D6FAEE',\n 300: '#96F2D7',\n 400: '#63E6BE',\n 500: '#38D9A9',\n },\n yellow: {\n DEFAULT: '#FFCA28',\n 50: '#FFF2CB',\n 300: '#FFE082',\n 400: '#FFD54F',\n 500: '#FFCA28',\n },\n blue: {\n DEFAULT: '#4DABF7',\n 50: '#DBEEFF',\n 300: '#A5D8FF',\n 400: '#74C0FC',\n 500: '#4DABF7',\n },\n orange: {\n DEFAULT: '#FFA94D',\n 50: '#FFEEDA',\n 300: '#FFD8A8',\n 400: '#FFC078',\n 500: '#FFA94D',\n },\n pink: {\n DEFAULT: '#F783AC',\n 50: '#FFE5EE',\n 300: '#FCC2D7',\n 400: '#FAA2C1',\n 500: '#F783AC',\n },\n grape: {\n DEFAULT: '#DA77F2',\n 50: '#F9E4FD',\n 300: '#EEBEFA',\n 400: '#E599F7',\n 500: '#DA77F2',\n },\n indigo: {\n DEFAULT: '#748FFC',\n 50: '#E3E8FF',\n 300: '#BAC8FF',\n 400: '#91A7FF',\n 500: '#748FFC',\n },\n green: {\n DEFAULT: '#66BB6A',\n 50: '#E3F2E3',\n 300: '#A5D6A7',\n 400: '#81C784',\n 500: '#66BB6A',\n },\n },\n fontFamily: {\n sans: ['Inter', ...defaultTheme.fontFamily.sans],\n display: ['Monument Extended', ...defaultTheme.fontFamily.sans],\n mono: defaultTheme.fontFamily.mono,\n },\n fontSize: {\n sm: ['0.75rem', '1rem'],\n base: ['0.875rem', '1.5rem'],\n lg: ['1rem', '1.5rem'],\n xl: ['1.125rem', '1.5rem'],\n '2xl': ['1.25rem', '2rem'],\n '3xl': ['1.5rem', '2rem'],\n '4xl': ['1.875rem', '2.5rem'],\n '5xl': ['2.5rem', '3.5rem'],\n },\n extend: {\n boxShadow: {\n DEFAULT: '0px 1px 2px 0px rgba(0, 0, 0, 0.1)',\n md: '0px 1px 4px 0px rgba(0, 0, 0, 0.25)',\n lg: '0px 2px 4px 1px rgba(0, 0, 0, 0.3)',\n },\n backgroundImage: {\n shine: 'linear-gradient(to right, transparent, transparent, #FFF1, transparent, transparent)',\n },\n keyframes: {\n shine: {\n '0%': {\n transform: 'translateX(-100%)',\n },\n '100%': {\n transform: 'translateX(100%)',\n },\n },\n appearUp: {\n '0%': {\n transformOrigin: 'center',\n transform: 'translateY(50%) scale(0.8)',\n opacity: 0,\n },\n '100%': {\n transformOrigin: 'center',\n transform: 'translateY(0) scale(1)',\n opacity: 1,\n },\n },\n },\n animation: {\n shine: 'shine 1.8s infinite',\n appearUp: 'appearUp 0.3s',\n },\n },\n },\n}\n" }, { "path": "libs/design-system/tsconfig.json", "content": "{\n \"extends\": \"../../tsconfig.base.json\",\n \"compilerOptions\": {\n \"jsx\": \"react-jsx\",\n \"allowJs\": true,\n \"esModuleInterop\": true,\n \"allowSyntheticDefaultImports\": true,\n \"forceConsistentCasingInFileNames\": true,\n \"strict\": true,\n \"noImplicitReturns\": true,\n \"noFallthroughCasesInSwitch\": true\n },\n \"files\": [],\n \"include\": [],\n \"references\": [\n {\n \"path\": \"./tsconfig.lib.json\"\n },\n {\n \"path\": \"./tsconfig.spec.json\"\n },\n {\n \"path\": \"./.storybook/tsconfig.json\"\n }\n ]\n}\n" }, { "path": "libs/design-system/tsconfig.lib.json", "content": "{\n \"extends\": \"./tsconfig.json\",\n \"compilerOptions\": {\n \"outDir\": \"../../dist/out-tsc\",\n \"types\": [\"node\"]\n },\n \"files\": [\n \"../../node_modules/@nrwl/react/typings/cssmodule.d.ts\",\n \"../../node_modules/@nrwl/react/typings/image.d.ts\"\n ],\n \"exclude\": [\n \"docs/**/*\",\n \"**/*.spec.ts\",\n \"**/*.test.ts\",\n \"**/*.spec.tsx\",\n \"**/*.test.tsx\",\n \"**/*.stories.ts\",\n \"**/*.stories.js\",\n \"**/*.stories.jsx\",\n \"**/*.stories.tsx\",\n \"jest.config.ts\"\n ],\n \"include\": [\"**/*.js\", \"**/*.jsx\", \"**/*.ts\", \"**/*.tsx\"]\n}\n" }, { "path": "libs/design-system/tsconfig.spec.json", "content": "{\n \"extends\": \"./tsconfig.json\",\n \"compilerOptions\": {\n \"outDir\": \"../../dist/out-tsc\",\n \"module\": \"commonjs\",\n \"types\": [\"jest\", \"node\"]\n },\n \"include\": [\n \"**/*.spec.ts\",\n \"**/*.test.ts\",\n \"**/*.spec.tsx\",\n \"**/*.test.tsx\",\n \"**/*.spec.js\",\n \"**/*.test.js\",\n \"**/*.spec.jsx\",\n \"**/*.test.jsx\",\n \"**/*.d.ts\",\n \"jest.setup.js\",\n \"jest.config.ts\"\n ]\n}\n" }, { "path": "libs/server/features/.babelrc", "content": "{\n \"presets\": [[\"@nrwl/web/babel\", { \"useBuiltIns\": \"usage\" }]]\n}\n" }, { "path": "libs/server/features/.eslintrc.json", "content": "{\n \"extends\": [\"../../../.eslintrc.json\"],\n \"ignorePatterns\": [\"!**/*\"],\n \"overrides\": [\n {\n \"files\": [\"*.ts\", \"*.tsx\", \"*.js\", \"*.jsx\"],\n \"rules\": {}\n },\n {\n \"files\": [\"*.ts\", \"*.tsx\"],\n \"rules\": {}\n },\n {\n \"files\": [\"*.js\", \"*.jsx\"],\n \"rules\": {}\n }\n ]\n}\n" }, { "path": "libs/server/features/README.md", "content": "# server-features\n\nThis library was generated with [Nx](https://nx.dev).\n\n## Running unit tests\n\nRun `nx test server-features` to execute the unit tests via [Jest](https://jestjs.io).\n" }, { "path": "libs/server/features/jest.config.ts", "content": "/* eslint-disable */\nexport default {\n displayName: 'server-features',\n preset: '../../../jest.preset.js',\n globals: {\n 'ts-jest': {\n tsconfig: '/tsconfig.spec.json',\n },\n },\n testEnvironment: 'node',\n transform: {\n '^.+\\\\.[tj]sx?$': 'ts-jest',\n },\n moduleFileExtensions: ['ts', 'tsx', 'js', 'jsx'],\n coverageDirectory: '../../../coverage/libs/server/features',\n}\n" }, { "path": "libs/server/features/src/account/account-query.service.ts", "content": "import type {\n User,\n Valuation,\n AccountCategory,\n AccountConnection,\n Account,\n AccountClassification,\n} from '@prisma/client'\nimport { Prisma } from '@prisma/client'\nimport type { Logger } from 'winston'\nimport type { DateTime } from 'luxon'\nimport _ from 'lodash'\nimport type { SharedType } from '@maybe-finance/shared'\nimport type { PgService } from '@maybe-finance/server/shared'\nimport { raw, sql, DbUtil } from '@maybe-finance/server/shared'\n\ntype PaginationOptions = { page: number; pageSize: number }\n\ntype ValuationTrend = {\n date: string\n amount: Prisma.Decimal\n valuation_id: Valuation['id'] | null\n period_change: Prisma.Decimal | null\n period_change_pct: Prisma.Decimal | null\n total_change: Prisma.Decimal\n total_change_pct: Prisma.Decimal\n}\n\ntype BalanceSeries = {\n account_id: Account['id']\n date: string\n balance: Prisma.Decimal\n}\n\ntype ReturnSeries = {\n account_id: Account['id']\n date: string\n rate_of_return: Prisma.Decimal\n contributions: Prisma.Decimal\n contributions_period: Prisma.Decimal\n}\n\ntype NetWorthSeries = {\n date: string\n netWorth: Prisma.Decimal\n assets: Prisma.Decimal\n liabilities: Prisma.Decimal\n categories: Partial>\n}\n\ntype AccountRollup = {\n date: string\n classification: Account['classification']\n category: Account['category'] | null\n id: Account['id'] | null\n balance: Prisma.Decimal\n rollup_pct: Prisma.Decimal\n total_pct: Prisma.Decimal\n grouping: 'classification' | 'category' | 'account'\n account:\n | (Pick & {\n connection: Pick | null\n })\n | null\n}\n\nexport interface IAccountQueryService {\n getHoldingsEnriched(\n accountId: Account['id'],\n options: PaginationOptions\n ): Promise<\n Array<\n SharedType.HoldingEnriched & {\n cost_basis_user: Prisma.Decimal | null\n cost_basis_provider: Prisma.Decimal | null\n }\n >\n >\n getValuationTrends(\n accountId: Account['id'],\n start?: DateTime,\n end?: DateTime\n ): Promise\n getReturnSeries(\n accountId: Account['id'] | Account['id'][],\n start: string,\n end: string\n ): Promise\n getBalanceSeries(\n accountId: Account['id'] | Account['id'][],\n start: string,\n end: string,\n interval: SharedType.TimeSeriesInterval\n ): Promise\n getNetWorthSeries(\n id: { userId: User['id'] } | { accountIds: Account['id'][] },\n start: string,\n end: string,\n interval: SharedType.TimeSeriesInterval\n ): Promise\n getRollup(\n id: { accountId: Account['id'] } | { userId: User['id'] },\n start: string,\n end: string,\n interval: SharedType.TimeSeriesInterval\n ): Promise\n}\n\nexport class AccountQueryService implements IAccountQueryService {\n constructor(private readonly logger: Logger, private readonly pg: PgService) {}\n\n async getHoldingsEnriched(accountId: Account['id'], { page, pageSize }: PaginationOptions) {\n const { rows } = await this.pg.pool.query<\n SharedType.HoldingEnriched & {\n cost_basis_user: Prisma.Decimal | null\n cost_basis_provider: Prisma.Decimal | null\n }\n >(\n sql`\n SELECT\n h.id,\n h.security_id,\n s.name,\n s.symbol,\n s.shares_per_contract,\n he.quantity,\n he.value,\n he.cost_basis,\n h.cost_basis_user,\n h.cost_basis_provider,\n he.cost_basis_per_share,\n he.price,\n he.price_prev,\n he.excluded\n FROM\n holdings_enriched he\n INNER JOIN security s ON s.id = he.security_id\n INNER JOIN holding h ON h.id = he.id\n WHERE\n he.account_id = ${accountId}\n ORDER BY\n he.excluded ASC,\n he.value DESC\n OFFSET ${page * pageSize}\n LIMIT ${pageSize};\n `\n )\n\n return rows\n }\n\n async getValuationTrends(accountId: Account['id'], start?: DateTime, end?: DateTime) {\n // start/end date SQL query params\n const pStart = start\n ? raw(`'${start.toISODate()}'`)\n : sql`account_value_start_date(${accountId}::int)`\n const pEnd = end ? raw(`'${end.toISODate()}'`) : sql`now()`\n\n const { rows } = await this.pg.pool.query(\n sql`\n WITH valuation_trends AS (\n SELECT\n date,\n COALESCE(interpolated::numeric, filled) AS amount\n FROM (\n SELECT\n time_bucket_gapfill('1d', v.date) AS date,\n interpolate(avg(v.amount)) AS interpolated,\n locf(avg(v.amount)) AS filled\n FROM\n valuation v\n WHERE\n v.account_id = ${accountId}\n AND v.date BETWEEN ${pStart} AND ${pEnd}\n GROUP BY\n 1\n ) valuations_gapfilled\n WHERE\n to_char(date, 'MM-DD') = '01-01'\n ), valuations_combined AS (\n SELECT\n COALESCE(v.date, vt.date) AS date,\n COALESCE(v.amount, vt.amount) AS amount,\n v.id AS valuation_id\n FROM\n (SELECT * FROM valuation WHERE account_id = ${accountId}) v\n FULL OUTER JOIN valuation_trends vt ON vt.date = v.date\n )\n SELECT\n v.date,\n v.amount,\n v.valuation_id,\n v.amount - v.prev_amount AS period_change,\n ROUND((v.amount - v.prev_amount)::numeric / NULLIF(v.prev_amount, 0), 4) AS period_change_pct,\n v.amount - v.first_amount AS total_change,\n ROUND((v.amount - v.first_amount)::numeric / NULLIF(v.first_amount, 0), 4) AS total_change_pct\n FROM (\n SELECT\n *,\n LAG(amount, 1) OVER (ORDER BY date ASC) AS prev_amount,\n (SELECT amount FROM valuations_combined ORDER BY date ASC LIMIT 1) AS first_amount\n FROM\n valuations_combined\n ) v\n ORDER BY\n v.date ASC\n `\n )\n\n return rows\n }\n\n /**\n * Return formula is the \"Basic Return with Cashflows at period end\" outlined here - https://www.kitces.com/blog/twr-dwr-irr-calculations-performance-reporting-software-methodology-gips-compliance/\n */\n async getReturnSeries(accountId: Account['id'], start: string, end: string) {\n const pAccountIds = Array.isArray(accountId) ? accountId : [accountId]\n const pStart = raw(`'${start}'`)\n const pEnd = raw(`'${end}'`)\n\n const { rows } = await this.pg.pool.query(\n sql`\n WITH start_date AS (\n SELECT\n a.id AS \"account_id\",\n GREATEST(account_value_start_date(a.id), a.start_date) AS \"start_date\"\n FROM\n account a\n WHERE\n a.id = ANY(${pAccountIds})\n GROUP BY\n 1\n ), external_flows AS (\n SELECT\n it.account_id,\n it.date,\n SUM(it.amount) AS \"amount\"\n FROM\n investment_transaction it\n LEFT JOIN start_date sd ON sd.account_id = it.account_id\n WHERE\n it.account_id = ANY(${pAccountIds})\n AND it.date BETWEEN sd.start_date AND ${pEnd}\n -- filter for investment_transactions that represent external flows\n AND it.category = 'transfer'\n GROUP BY\n 1, 2\n ), external_flow_totals AS (\n SELECT\n account_id,\n SUM(amount) as \"amount\"\n FROM\n external_flows\n GROUP BY\n 1\n ), balances AS (\n SELECT\n abg.account_id,\n abg.date,\n abg.balance,\n 0 - SUM(COALESCE(ef.amount, 0)) OVER (PARTITION BY abg.account_id ORDER BY abg.date ASC) AS \"contributions_period\",\n COALESCE(-1 * (eft.amount - coalesce(SUM(ef.amount) OVER (PARTITION BY abg.account_id ORDER BY abg.date DESC ROWS BETWEEN UNBOUNDED PRECEDING AND 1 PRECEDING), 0)), 0) AS \"contributions\"\n FROM\n account_balances_gapfilled(\n ${pStart},\n ${pEnd},\n '1d',\n ${pAccountIds}\n ) abg\n LEFT JOIN external_flows ef ON ef.account_id = abg.account_id AND ef.date = abg.date\n LEFT JOIN external_flow_totals eft ON eft.account_id = abg.account_id\n )\n SELECT\n b.account_id,\n b.date,\n b.balance,\n b.contributions,\n b.contributions_period,\n COALESCE(ROUND((b.balance - b0.balance - b.contributions_period) / COALESCE(NULLIF(b0.balance, 0), NULLIF(b.contributions_period, 0)), 4), 0) AS \"rate_of_return\"\n FROM\n balances b\n LEFT JOIN (\n SELECT DISTINCT ON (account_id)\n account_id,\n balance\n FROM\n balances\n ORDER BY\n account_id, date ASC\n ) b0 ON b0.account_id = b.account_id\n `\n )\n\n return rows\n }\n\n async getBalanceSeries(\n accountId: Account['id'] | Account['id'][],\n start: string,\n end: string,\n interval: SharedType.TimeSeriesInterval\n ) {\n // by defining the query params upfront like this, we can easily copy-paste the query to debug in TablePlus w/ query param substitution\n const pAccountIds = Array.isArray(accountId) ? accountId : [accountId]\n const pStart = raw(`'${start}'`)\n const pEnd = raw(`'${end}'`)\n const pInterval = raw(`'${DbUtil.toPgInterval(interval)}'`)\n\n const { rows } = await this.pg.pool.query(\n sql`\n SELECT\n abg.account_id,\n abg.date,\n abg.balance\n FROM\n account_balances_gapfilled(\n ${pStart},\n ${pEnd},\n ${pInterval},\n ${pAccountIds}\n ) abg\n `\n )\n\n return rows\n }\n\n /**\n * returns net worth time series for an account\n */\n async getNetWorthSeries(\n id: { userId: User['id'] } | { accountIds: Account['id'][] },\n start: string,\n end: string,\n interval: SharedType.TimeSeriesInterval\n ) {\n // by defining the query params upfront like this, we can easily copy-paste the query to debug in TablePlus w/ query param substitution\n const pAccountIds =\n 'accountIds' in id\n ? id.accountIds\n : sql`(\n SELECT\n array_agg(a.id)\n FROM\n account a\n LEFT JOIN account_connection ac ON ac.id = a.account_connection_id\n WHERE\n (a.user_id = ${id.userId} OR ac.user_id = ${id.userId})\n AND a.is_active\n )`\n\n const pStart = raw(`'${start}'`)\n const pEnd = raw(`'${end}'`)\n const pInterval = raw(`'${DbUtil.toPgInterval(interval)}'`)\n\n const { rows } = await this.pg.pool.query<\n | {\n date: string\n classification: null\n category: null\n balance: Prisma.Decimal\n }\n | {\n date: string\n classification: AccountClassification\n category: null\n balance: Prisma.Decimal\n }\n | {\n date: string\n classification: AccountClassification\n category: AccountCategory\n balance: Prisma.Decimal\n }\n >(\n sql`\n SELECT\n abg.date,\n a.category,\n a.classification,\n SUM(CASE WHEN a.classification = 'asset' THEN abg.balance ELSE -abg.balance END) AS balance\n FROM\n account_balances_gapfilled(\n ${pStart},\n ${pEnd},\n ${pInterval},\n ${pAccountIds}\n ) abg\n INNER JOIN account a ON a.id = abg.account_id\n GROUP BY\n GROUPING SETS (\n (abg.date, a.classification, a.category),\n (abg.date, a.classification),\n (abg.date)\n )\n ORDER BY date ASC;\n `\n )\n\n // Group independent rows into NetWorthSeries objects\n return _(rows)\n .groupBy((r) => r.date)\n .mapValues((data, date) => ({\n ...data.reduce(\n (acc, d) => {\n if (d.classification == null) {\n return {\n ...acc,\n netWorth: d.balance,\n }\n }\n\n if (d.category == null) {\n return d.classification === 'asset'\n ? { ...acc, assets: d.balance }\n : { ...acc, liabilities: d.balance }\n }\n\n return {\n ...acc,\n categories: {\n ...acc.categories,\n [d.category]: d.balance,\n },\n }\n },\n {\n date,\n netWorth: new Prisma.Decimal(0),\n assets: new Prisma.Decimal(0),\n liabilities: new Prisma.Decimal(0),\n categories: {},\n }\n ),\n }))\n .values()\n .value()\n }\n\n async getRollup(\n id: { accountId: Account['id'] } | { userId: User['id'] },\n start: string,\n end: string,\n interval: SharedType.TimeSeriesInterval\n ) {\n // by defining the query params upfront like this, we can easily copy-paste the query to debug in TablePlus w/ query param substitution\n const pAccountIds =\n 'accountId' in id\n ? [id.accountId]\n : sql`(\n SELECT\n array_agg(a.id)\n FROM\n account a\n LEFT JOIN account_connection ac ON ac.id = a.account_connection_id\n WHERE\n (a.user_id = ${id.userId} OR ac.user_id = ${id.userId})\n AND a.is_active\n )`\n\n const pStart = raw(`'${start}'`)\n const pEnd = raw(`'${end}'`)\n const pInterval = raw(`'${DbUtil.toPgInterval(interval)}'`)\n\n const { rows } = await this.pg.pool.query(\n sql`\n WITH account_rollup AS (\n SELECT\n abg.date,\n a.classification,\n a.category,\n a.id,\n SUM(abg.balance) AS balance,\n CASE GROUPING(abg.date, a.classification, a.category, a.id)\n WHEN 3 THEN 'classification'\n WHEN 1 THEN 'category'\n WHEN 0 THEN 'account'\n ELSE NULL\n END AS grouping\n FROM\n account_balances_gapfilled(\n ${pStart},\n ${pEnd},\n ${pInterval},\n ${pAccountIds}\n ) abg\n INNER JOIN account a ON a.id = abg.account_id\n GROUP BY\n GROUPING SETS (\n (abg.date, a.classification, a.category, a.id),\n (abg.date, a.classification, a.category),\n (abg.date, a.classification)\n )\n )\n SELECT\n ar.date,\n ar.classification,\n ar.category,\n ar.id,\n ar.balance,\n ar.grouping,\n CASE\n WHEN a.id IS NULL THEN NULL\n ELSE json_build_object('id', a.id, 'name', a.name, 'mask', a.mask, 'syncStatus', a.sync_status, 'connection', CASE WHEN ac.id IS NULL THEN NULL ELSE json_build_object('name', ac.name, 'syncStatus', ac.sync_status) END)\n END AS account,\n ROUND(\n CASE ar.grouping\n WHEN 'account' THEN COALESCE(ar.balance / SUM(NULLIF(ar.balance, 0)) OVER (PARTITION BY ar.grouping, ar.date, ar.classification, ar.category), 0)\n WHEN 'category' THEN COALESCE(ar.balance / SUM(NULLIF(ar.balance, 0)) OVER (PARTITION BY ar.grouping, ar.date, ar.classification), 0)\n WHEN 'classification' THEN COALESCE(ar.balance / SUM(NULLIF(ar.balance, 0)) OVER (PARTITION BY ar.grouping, ar.date), 0)\n END, 4) AS rollup_pct,\n ROUND(ar.balance / SUM(NULLIF(ar.balance, 0)) OVER (PARTITION BY ar.grouping, ar.date), 4) AS total_pct\n FROM\n account_rollup ar\n LEFT JOIN account a ON a.id = ar.id\n LEFT JOIN account_connection ac ON ac.id = a.account_connection_id\n ORDER BY\n ar.classification, ar.category, ar.id, ar.date;\n `\n )\n\n return rows\n }\n}\n" }, { "path": "libs/server/features/src/account/account.processor.ts", "content": "import type { SyncAccountQueueJobData } from '@maybe-finance/server/shared'\nimport type { Account } from '@prisma/client'\nimport type { Logger } from 'winston'\nimport { ServerUtil } from '@maybe-finance/server/shared'\nimport type { IAccountProviderFactory } from './account.provider'\nimport type { IAccountService } from './account.service'\n\nexport interface IAccountProcessor {\n sync(jobData: SyncAccountQueueJobData): Promise\n}\n\nexport class AccountProcessor implements IAccountProcessor {\n constructor(\n private readonly logger: Logger,\n private readonly accountService: IAccountService,\n private readonly providers: IAccountProviderFactory\n ) {}\n\n async sync(jobData: SyncAccountQueueJobData) {\n const account = await this.accountService.get(jobData.accountId)\n const provider = this.providers.for(account)\n\n await ServerUtil.useSync({\n onStart: (account) => this.accountService.update(account.id, { syncStatus: 'SYNCING' }),\n sync: (account) => provider.sync(account, jobData.options),\n onSyncSuccess: (account) => this.accountService.syncBalances(account.id),\n onSyncError: async (account, error) => {\n this.logger.error(`error syncing account ${account.id}`, { error })\n },\n onEnd: (account) => this.accountService.update(account.id, { syncStatus: 'IDLE' }),\n })(account)\n }\n}\n" }, { "path": "libs/server/features/src/account/account.provider.ts", "content": "import type { SyncAccountOptions } from '@maybe-finance/server/shared'\nimport type { Account } from '@prisma/client'\n\nexport interface IAccountProvider {\n sync(account: Account, options?: SyncAccountOptions): Promise\n delete(account: Account): Promise\n}\n\nexport class NoOpAccountProvider implements IAccountProvider {\n sync(_account: Account) {\n return Promise.resolve()\n }\n\n delete(_account: Account) {\n return Promise.resolve()\n }\n}\n\nexport interface IAccountProviderFactory {\n for(account: Account): IAccountProvider\n}\n\nexport class AccountProviderFactory implements IAccountProviderFactory {\n constructor(\n private readonly providers: Partial>\n ) {}\n\n for(account: Account): IAccountProvider {\n return this.providers[account.provider] ?? new NoOpAccountProvider()\n }\n}\n" }, { "path": "libs/server/features/src/account/account.schema.ts", "content": "import { DateUtil } from '@maybe-finance/shared'\nimport { AccountCategory } from '@prisma/client'\nimport { z } from 'zod'\n\nconst CommonAccountFields = z.object({\n name: z.string(),\n currencyCode: z.string().default('USD'),\n isActive: z.boolean().default(true),\n startDate: z\n .string()\n .nullable()\n .transform((d) => (d ? DateUtil.datetimeTransform(d).toJSDate() : null)),\n})\n\nconst ValuationAccountFields = z.object({\n provider: z.literal('user').default('user'),\n valuations: z.object({\n originalBalance: z.number(),\n currentBalance: z.number().nullish(),\n currentDate: z.string().transform((d) => DateUtil.datetimeTransform(d)),\n }),\n})\n\n// Property\n\nconst PropertyBaseSchema = z.object({\n type: z.literal('PROPERTY'),\n categoryUser: z.enum(['property']),\n propertyMeta: z\n .object({\n track: z.boolean().default(false),\n address: z.object({\n line1: z.string(),\n line2: z.string().optional(),\n city: z.string(),\n state: z.string(),\n zip: z.string(),\n country: z.string().default('United States'),\n }),\n })\n .optional(),\n})\n\nconst PropertyCreateSchema =\n PropertyBaseSchema.merge(CommonAccountFields).merge(ValuationAccountFields)\n\nconst PropertyUpdateSchema = PropertyBaseSchema.merge(CommonAccountFields.partial())\n\n// Vehicle\n\nconst VehicleBaseSchema = z.object({\n type: z.literal('VEHICLE'),\n categoryUser: z.enum(['vehicle']),\n vehicleMeta: z\n .object({\n track: z.boolean().default(false),\n make: z.string(),\n model: z.string(),\n year: z.number(),\n })\n .optional(),\n})\n\nconst VehicleCreateSchema =\n VehicleBaseSchema.merge(CommonAccountFields).merge(ValuationAccountFields)\n\nconst VehicleUpdateSchema = VehicleBaseSchema.merge(CommonAccountFields.partial())\n\n// Investment\n\nconst InvestmentBaseSchema = z.object({\n type: z.literal('INVESTMENT'),\n categoryUser: z.enum(['investment']),\n})\n\nconst InvestmentCreateSchema = InvestmentBaseSchema.merge(CommonAccountFields)\n\n// Loan\nconst LoanBaseSchema = z.object({\n type: z.literal('LOAN'),\n categoryUser: z.enum(['loan']),\n currentBalance: z.number(),\n loanUser: z\n .object({\n originationDate: z.string(),\n maturityDate: z.string(),\n originationPrincipal: z.number(),\n interestRate: z.discriminatedUnion('type', [\n z.object({\n type: z.literal('fixed'),\n rate: z.number(),\n }),\n z.object({\n type: z.literal('arm'),\n }),\n z.object({\n type: z.literal('variable'),\n }),\n ]),\n loanDetail: z.discriminatedUnion('type', [\n z.object({\n type: z.literal('student'),\n }),\n z.object({\n type: z.literal('mortgage'),\n }),\n z.object({\n type: z.literal('other'),\n }),\n ]),\n })\n .optional(),\n})\n\nconst LoanCreateSchema = LoanBaseSchema.merge(CommonAccountFields).merge(\n z.object({ provider: z.literal('user').default('user') })\n)\nconst LoanUpdateSchema = LoanBaseSchema.merge(CommonAccountFields.partial())\n\n// Credit\n\nconst CreditBaseSchema = z.object({\n type: z.literal('CREDIT'),\n categoryUser: z.enum(['credit']),\n creditUser: z\n .object({\n isOverdue: z.boolean(),\n lastPaymentAmount: z.number(),\n lastPaymentDate: z.string(),\n lastStatementAmount: z.number(),\n lastStatementDate: z.string(),\n minimumPayment: z.number(),\n })\n .optional(),\n})\n\nconst CreditCreateSchema = CreditBaseSchema.merge(CommonAccountFields).merge(ValuationAccountFields)\nconst CreditUpdateSchema = CreditBaseSchema.merge(CommonAccountFields.partial())\n\n// Other Asset\n\nconst OtherAssetBaseSchema = z.object({\n type: z.literal('OTHER_ASSET'),\n categoryUser: z.enum(['cash', 'investment', 'crypto', 'valuable', 'other']),\n})\n\nconst OtherAssetCreateSchema =\n OtherAssetBaseSchema.merge(CommonAccountFields).merge(ValuationAccountFields)\nconst OtherAssetUpdateSchema = OtherAssetBaseSchema.merge(CommonAccountFields.partial())\n\n// Other Liability\n\nconst OtherLiabilityBaseSchema = z.object({\n type: z.literal('OTHER_LIABILITY'),\n categoryUser: z.enum(['other']),\n})\n\nconst OtherLiabilityCreateSchema =\n OtherLiabilityBaseSchema.merge(CommonAccountFields).merge(ValuationAccountFields)\nconst OtherLiabilityUpdateSchema = OtherLiabilityBaseSchema.merge(CommonAccountFields.partial())\n\nexport const AccountCreateSchema = z.discriminatedUnion('type', [\n PropertyCreateSchema,\n VehicleCreateSchema,\n LoanCreateSchema,\n CreditCreateSchema,\n OtherAssetCreateSchema,\n OtherLiabilityCreateSchema,\n InvestmentCreateSchema,\n])\n\nconst ProviderAccountUpdateSchema = z.discriminatedUnion('type', [\n PropertyUpdateSchema,\n VehicleUpdateSchema,\n LoanUpdateSchema,\n CreditUpdateSchema,\n OtherAssetUpdateSchema,\n OtherLiabilityUpdateSchema,\n z\n .object({\n type: z.literal('DEPOSITORY'),\n categoryUser: z.enum(['cash', 'other']),\n })\n .merge(CommonAccountFields),\n z\n .object({\n type: z.literal('INVESTMENT'),\n categoryUser: z.enum(['investment', 'cash', 'other']),\n })\n .merge(CommonAccountFields),\n])\n\nconst UserAccountUpdateSchema = z.discriminatedUnion('type', [\n PropertyUpdateSchema,\n VehicleUpdateSchema,\n LoanUpdateSchema,\n CreditUpdateSchema,\n OtherAssetUpdateSchema,\n OtherLiabilityUpdateSchema,\n])\n\nexport const AccountUpdateSchema = z.discriminatedUnion('provider', [\n z.object({\n provider: z.literal('user'),\n data: UserAccountUpdateSchema,\n }),\n z.object({\n provider: z.literal(undefined),\n data: CommonAccountFields.partial().and(\n z.object({ categoryUser: z.nativeEnum(AccountCategory).optional() })\n ),\n }),\n])\n" }, { "path": "libs/server/features/src/account/account.service.ts", "content": "import type { Logger } from 'winston'\nimport type { SyncAccountQueue, SyncConnectionQueue } from '@maybe-finance/server/shared'\nimport type { IBalanceSyncStrategyFactory } from '../account-balance'\nimport type { IAccountQueryService } from './account-query.service'\nimport type {\n Account,\n AccountCategory,\n AccountClassification,\n User,\n PrismaClient,\n Prisma,\n InvestmentTransactionCategory,\n} from '@prisma/client'\nimport _ from 'lodash'\nimport { DateTime } from 'luxon'\nimport { SharedType, AccountUtil, DateUtil } from '@maybe-finance/shared'\nimport { DbUtil } from '@maybe-finance/server/shared'\n\nexport interface IAccountService {\n get(id: Account['id']): Promise\n getAll(userId: User['id']): Promise\n getAccountRollup(\n userId: User['id'],\n start?: string,\n end?: string,\n interval?: SharedType.TimeSeriesInterval\n ): Promise\n sync(id: Account['id']): Promise\n syncBalances(id: Account['id']): Promise\n create(\n data: Prisma.AccountUncheckedCreateInput,\n initialValuations?: Prisma.ValuationCreateNestedManyWithoutAccountInput\n ): Promise\n update(id: Account['id'], data: Prisma.AccountUncheckedUpdateInput): Promise\n delete(id: Account['id']): Promise\n}\n\nexport class AccountService implements IAccountService {\n constructor(\n private readonly logger: Logger,\n private readonly prisma: PrismaClient,\n private readonly queryService: IAccountQueryService,\n private readonly syncAccountQueue: SyncAccountQueue,\n private readonly syncConnectionQueue: SyncConnectionQueue,\n private readonly balanceSyncStrategyFactory: IBalanceSyncStrategyFactory\n ) {}\n\n async get(id: Account['id']) {\n return this.prisma.account.findUniqueOrThrow({\n where: { id },\n include: { accountConnection: true },\n })\n }\n\n /**\n * A user can have account associated with an `AccountConnection` or directly tied to their profile\n *\n * To retrieve all accounts, check both `Account` and `AccountConnection` tables for a non-null `userId`\n */\n async getAll(userId: User['id']): Promise {\n const [accounts, connections] = await Promise.all([\n this.prisma.account.findMany({\n where: { userId },\n orderBy: { id: 'asc' },\n }),\n this.prisma.accountConnection.findMany({\n where: { userId },\n include: {\n accounts: {\n orderBy: { id: 'asc' },\n },\n },\n orderBy: { id: 'asc' },\n }),\n ])\n\n const activeConnectionSyncJobs = await this.syncConnectionQueue.getActiveJobs()\n\n return {\n accounts,\n connections: connections.map((connection) => {\n const job = activeConnectionSyncJobs.find(\n (job) => job.data.accountConnectionId === connection.id\n )\n\n const progress = job ? job.progress() : null\n\n return {\n ...connection,\n syncProgress:\n progress != null &&\n typeof progress === 'object' &&\n typeof progress.description === 'string'\n ? progress\n : undefined,\n }\n }),\n }\n }\n\n async getAccountDetails(id: Account['id']) {\n return this.prisma.account.findUniqueOrThrow({\n where: { id },\n include: {\n accountConnection: true,\n transactions: {\n take: SharedType.PageSize.Transaction,\n },\n investmentTransactions: {\n take: SharedType.PageSize.InvestmentTransaction,\n },\n valuations: {\n take: SharedType.PageSize.Valuation,\n },\n holdings: {\n include: {\n security: true,\n },\n take: SharedType.PageSize.Holding,\n },\n },\n })\n }\n\n async create(\n data: Omit,\n initialValuations?: Prisma.ValuationCreateNestedManyWithoutAccountInput\n ) {\n return this.prisma.account.create({\n data: {\n ...data,\n valuations: initialValuations,\n },\n })\n }\n\n async update(id: Account['id'], data: Prisma.AccountUncheckedUpdateInput) {\n const account = await this.prisma.account.update({\n where: { id },\n data,\n })\n return account\n }\n\n async sync(id: Account['id']) {\n const account = await this.get(id)\n await this.syncAccountQueue.add('sync-account', { accountId: account.id })\n return account\n }\n\n async syncBalances(id: Account['id']) {\n const account = await this.get(id)\n const strategy = this.balanceSyncStrategyFactory.for(account)\n\n const profiler = this.logger.startTimer()\n await strategy.syncAccountBalances(account)\n profiler.done({ message: `synced account ${account.id} balances` })\n\n return account\n }\n\n async delete(id: Account['id']) {\n return this.prisma.account.delete({ where: { id } })\n }\n\n async getTransactions(accountId: Account['id'], page = 0, start?: DateTime, end?: DateTime) {\n const [transactions, totalTransactions] = await this.prisma.$transaction([\n this.prisma.$queryRaw`\n SELECT \n *\n FROM transactions_enriched t\n WHERE \n t.\"accountId\" = ${accountId}\n AND (${start?.toISODate()}::date IS NULL OR t.date >= ${start?.toISODate()}::date)\n AND (${end?.toISODate()}::date IS NULL OR t.date <= ${end?.toISODate()}::date)\n ORDER BY t.date desc\n LIMIT ${SharedType.PageSize.Transaction}\n OFFSET ${page * SharedType.PageSize.Transaction}\n `,\n this.prisma.transaction.count({\n where: {\n accountId,\n date: {\n gte: start?.toJSDate(),\n lte: end?.toJSDate(),\n },\n },\n }),\n ])\n\n return {\n transactions,\n totalTransactions,\n }\n }\n\n async getHoldings(\n accountId: Account['id'],\n page = 0,\n pageSize = SharedType.PageSize.Holding\n ): Promise {\n const [holdings, totalHoldings] = await Promise.all([\n this.queryService.getHoldingsEnriched(accountId, { page, pageSize }),\n this.prisma.holding.count({ where: { accountId } }),\n ])\n\n return {\n holdings: holdings.map((h) => {\n return {\n id: h.id,\n securityId: h.security_id,\n name: h.name,\n symbol: h.symbol,\n quantity: h.quantity,\n sharesPerContract: h.shares_per_contract,\n costBasis: h.cost_basis_per_share,\n costBasisUser: h.cost_basis_user,\n costBasisProvider: h.cost_basis_provider,\n price: h.price,\n value: h.value,\n trend: {\n total: h.cost_basis ? DbUtil.calculateTrend(h.cost_basis, h.value) : null,\n today: h.price_prev\n ? DbUtil.calculateTrend(h.price_prev.times(h.quantity), h.value)\n : null,\n },\n excluded: h.excluded,\n }\n }),\n totalHoldings,\n }\n }\n\n async getInvestmentTransactions(\n accountId: Account['id'],\n page = 0,\n start?: DateTime,\n end?: DateTime,\n category?: InvestmentTransactionCategory,\n pageSize = SharedType.PageSize.InvestmentTransaction\n ) {\n const where = {\n accountId,\n date: {\n gte: start?.toJSDate(),\n lte: end?.toJSDate(),\n },\n category,\n }\n\n const [investmentTransactions, totalInvestmentTransactions] =\n await this.prisma.$transaction([\n this.prisma.investmentTransaction.findMany({\n where,\n include: {\n security: true,\n },\n orderBy: {\n date: 'desc',\n },\n skip: page * pageSize,\n take: pageSize,\n }),\n this.prisma.investmentTransaction.count({ where }),\n ])\n\n return {\n investmentTransactions,\n totalInvestmentTransactions,\n }\n }\n\n async getBalance(\n accountId: Account['id'],\n date: string = DateTime.utc().plus({ days: 1 }).toISODate() // default to one day here to ensure we're grabbing the most recent date's balance\n ): Promise {\n const [balance] = await this.queryService.getBalanceSeries(accountId, date, date, 'days')\n\n return {\n date: balance.date,\n balance: balance.balance,\n }\n }\n\n async getBalances(\n accountId: Account['id'],\n start = DateTime.utc().minus({ years: 2 }).toISODate(),\n end = DateTime.utc().toISODate(),\n interval?: SharedType.TimeSeriesInterval\n ): Promise {\n interval = interval ?? DateUtil.calculateTimeSeriesInterval(start, end)\n\n const [balances, today, minDate] = await Promise.all([\n this.queryService.getBalanceSeries(accountId, start, end, interval),\n this.getBalance(accountId),\n this.getOldestBalanceDate(accountId),\n ])\n\n return {\n series: {\n interval,\n start,\n end,\n data: balances,\n },\n today,\n minDate,\n trend: DbUtil.calculateTrend(\n balances[0].balance,\n balances[balances.length - 1].balance\n ),\n }\n }\n\n async getReturns(\n accountId: Account['id'],\n start = DateTime.utc().minus({ years: 2 }).toISODate(),\n end = DateTime.utc().toISODate()\n ): Promise {\n const returnSeries = await this.queryService.getReturnSeries(accountId, start, end)\n\n return returnSeries.map(\n ({\n date,\n rate_of_return: rateOfReturn,\n contributions,\n contributions_period: contributionsPeriod,\n }) => ({\n date,\n account: {\n contributions,\n contributionsPeriod,\n rateOfReturn,\n },\n })\n )\n }\n\n async getAccountRollup(\n userId: User['id'],\n start = DateTime.utc().minus({ years: 2 }).toISODate(),\n end = DateTime.utc().toISODate(),\n interval?: SharedType.TimeSeriesInterval\n ): Promise {\n interval = interval ?? DateUtil.calculateTimeSeriesInterval(start, end)\n\n const rollup = await this.queryService.getRollup({ userId }, start, end, interval)\n\n const toTimeSeries = (rows: typeof rollup): SharedType.AccountRollupTimeSeries => {\n return {\n interval: interval!,\n start,\n end,\n data: rows.map(({ date, balance, rollup_pct, total_pct }) => ({\n date,\n balance,\n rollupPct: rollup_pct,\n totalPct: total_pct,\n })),\n }\n }\n\n // Arranges the flattened SQL query into a hierarchical tree for the UI\n return _(rollup)\n .groupBy((r) => r.classification)\n .omit('null')\n .mapValues((classificationRows, classification) => {\n return {\n key: classification as AccountClassification,\n title: classification === 'asset' ? 'Assets' : 'Debts',\n balances: toTimeSeries(\n classificationRows.filter((r) => r.grouping === 'classification')\n ),\n items: _(classificationRows)\n .groupBy((r) => r.category)\n .omit('null')\n .mapValues((categoryRows, category) => {\n return {\n key: category as AccountCategory,\n title: AccountUtil.CATEGORIES[category as AccountCategory].plural,\n balances: toTimeSeries(\n categoryRows.filter((r) => r.grouping === 'category')\n ),\n items: _(categoryRows)\n .groupBy((r) => r.id)\n .omit('null')\n .mapValues((accountRows) => {\n const [{ account }] = accountRows\n\n if (!account) {\n this.logger.warn('accountRow', accountRows[0])\n throw new Error(\n `accountRow is missing account data (rows: ${accountRows.length})`\n )\n }\n\n return {\n ...account,\n syncing:\n account.syncStatus !== 'IDLE' ||\n (!!account.connection &&\n account.connection.syncStatus !== 'IDLE'),\n balances: toTimeSeries(\n accountRows.filter((r) => r.grouping === 'account')\n ),\n }\n })\n .values()\n .value(),\n }\n })\n .values()\n .value(),\n }\n })\n .values()\n .value()\n }\n\n /**\n * If the user has defined a `start_date`, use that. Otherwise, find the oldest balance record.\n */\n private async getOldestBalanceDate(accountId: Account['id']): Promise {\n const account = await this.prisma.account.findUnique({\n where: { id: accountId },\n select: { startDate: true },\n })\n\n if (account?.startDate) {\n return DateTime.fromJSDate(account.startDate, { zone: 'utc' }).toISODate()\n }\n\n const {\n _min: { date: minDate },\n } = await this.prisma.accountBalance.aggregate({\n where: { accountId },\n _min: { date: true },\n })\n\n return minDate\n ? DateTime.fromJSDate(minDate, { zone: 'utc' }).toISODate()\n : DateTime.utc().minus({ years: 2 }).toISODate()\n }\n}\n" }, { "path": "libs/server/features/src/account/index.ts", "content": "export * from './account.service'\nexport * from './account.processor'\nexport * from './account.provider'\nexport * from './account-query.service'\nexport * from './account.schema'\nexport * from './insight.service'\n" }, { "path": "libs/server/features/src/account/insight.service.ts", "content": "import type { Logger } from 'winston'\nimport type {\n Security,\n Account,\n Holding,\n PrismaClient,\n User,\n TransactionType,\n} from '@prisma/client'\nimport { Prisma } from '@prisma/client'\nimport _ from 'lodash'\nimport { SharedUtil, type SharedType } from '@maybe-finance/shared'\nimport { DbUtil } from '@maybe-finance/server/shared'\nimport { DateTime } from 'luxon'\n\ntype UserInsightOptions = {\n userId: User['id']\n accountIds?: Account['id'] | Account['id'][]\n now?: DateTime\n}\n\ntype AccountInsightOptions = {\n accountId: Account['id']\n now?: DateTime\n}\n\ntype HoldingInsightOptions = {\n holding: Holding\n now?: DateTime\n}\n\ntype PlanInsightOptions = {\n userId: User['id']\n now?: DateTime\n}\n\nexport interface IInsightService {\n getUserInsights(options: UserInsightOptions): Promise\n getAccountInsights(options: AccountInsightOptions): Promise\n getHoldingInsights(options: HoldingInsightOptions): Promise\n getPlanInsights(options: PlanInsightOptions): Promise\n}\n\nexport class InsightService implements IInsightService {\n constructor(private readonly logger: Logger, private readonly prisma: PrismaClient) {}\n\n async getUserInsights({\n userId,\n accountIds,\n now = DateTime.utc(),\n }: UserInsightOptions): Promise {\n const pAccountIds =\n accountIds != null\n ? Array.isArray(accountIds)\n ? accountIds\n : [accountIds]\n : Prisma.sql`(\n SELECT\n a.id\n FROM\n account a\n LEFT JOIN account_connection ac ON ac.id = a.account_connection_id\n WHERE\n (a.user_id = ${userId} OR ac.user_id = ${userId})\n AND a.is_active\n )`\n\n const [user, accountSummary, holdingBreakdown, assetSummary, transactionSummary] =\n await this.prisma.$transaction([\n this.prisma.user.findUniqueOrThrow({ where: { id: userId } }),\n this._accountSummary(pAccountIds, now),\n this._holdingBreakdown(pAccountIds),\n this._assetSummary(pAccountIds, now),\n this._transactionSummary(pAccountIds, now),\n ])\n\n const assets = accountSummary.find(\n (row) => row.grouping === 'classification' && row.classification === 'asset'\n ) ?? {\n balance_now: new Prisma.Decimal(0),\n balance_yearly: new Prisma.Decimal(0),\n balance_monthly: new Prisma.Decimal(0),\n balance_weekly: new Prisma.Decimal(0),\n }\n const assetBuckets = assetSummary.filter(\n (row): row is Extract =>\n row.classification === 'asset'\n )\n\n const liabilities = accountSummary.find(\n (row) => row.grouping === 'classification' && row.classification === 'liability'\n ) ?? {\n balance_now: new Prisma.Decimal(0),\n balance_yearly: new Prisma.Decimal(0),\n balance_monthly: new Prisma.Decimal(0),\n balance_weekly: new Prisma.Decimal(0),\n }\n const liabilityBuckets = assetSummary.filter(\n (row): row is Extract =>\n row.classification === 'liability'\n )\n\n const netWorthNow = assets.balance_now.minus(liabilities.balance_now)\n const netWorthYearly = assets.balance_yearly.minus(liabilities.balance_yearly)\n const netWorthMonthly = assets.balance_monthly.minus(liabilities.balance_monthly)\n const netWorthWeekly = assets.balance_weekly.minus(liabilities.balance_weekly)\n\n const liquidAssetsNow = new Prisma.Decimal(\n assetBuckets.find((row) => row.bucket === 'assets-liquid')?.balance_now ?? 0\n )\n\n const incomeMonthlyCalculated = new Prisma.Decimal(\n transactionSummary.find((row) => row.type === 'INCOME')?.avg_6mo ?? 0\n )\n const incomeMonthly = user.monthlyIncomeUser ?? incomeMonthlyCalculated\n\n const expensesMonthlyCalculated = new Prisma.Decimal(\n transactionSummary.find((row) => row.type === 'EXPENSE')?.avg_6mo ?? 0\n )\n const expensesMonthly = user.monthlyExpensesUser ?? expensesMonthlyCalculated\n\n const debtMonthlyCalculated = new Prisma.Decimal(\n transactionSummary.find((row) => row.type === 'PAYMENT')?.avg_6mo ?? 0\n )\n const debtMonthly = user.monthlyDebtUser ?? debtMonthlyCalculated\n\n const toAmountAndPct = (\n value: Prisma.Decimal | null | undefined,\n total: Prisma.Decimal\n ) => {\n const amount = value ?? new Prisma.Decimal(0)\n return { amount, percentage: amount.dividedBy(total) }\n }\n\n return {\n netWorthToday: netWorthNow,\n netWorth: {\n yearly: DbUtil.calculateTrend(netWorthYearly, netWorthNow),\n monthly: DbUtil.calculateTrend(netWorthMonthly, netWorthNow),\n weekly: DbUtil.calculateTrend(netWorthWeekly, netWorthNow),\n },\n safetyNet: {\n months: liquidAssetsNow.dividedBy(expensesMonthly).clampedTo(0, Infinity),\n spending: expensesMonthly,\n },\n debtIncome: {\n ratio: debtMonthly.dividedBy(incomeMonthly),\n debt: debtMonthly,\n income: incomeMonthly,\n user: {\n debt: user.monthlyDebtUser,\n income: user.monthlyIncomeUser,\n },\n calculated: {\n debt: debtMonthlyCalculated,\n income: incomeMonthlyCalculated,\n },\n },\n debtAsset: {\n ratio: liabilities.balance_now.dividedBy(assets.balance_now),\n debt: liabilities.balance_now,\n asset: assets.balance_now,\n },\n assetSummary: {\n liquid: toAmountAndPct(liquidAssetsNow, assets.balance_now),\n illiquid: toAmountAndPct(\n assetBuckets.find((row) => row.bucket === 'assets-illiquid')?.balance_now,\n assets.balance_now\n ),\n yielding: toAmountAndPct(\n assetBuckets.find((row) => row.bucket === 'assets-yielding')?.balance_now,\n assets.balance_now\n ),\n },\n debtSummary: {\n good: toAmountAndPct(\n liabilityBuckets.find((row) => row.bucket === 'debt-good')?.balance_now,\n liabilities.balance_now\n ),\n bad: toAmountAndPct(\n liabilityBuckets.find((row) => row.bucket === 'debt-bad')?.balance_now,\n liabilities.balance_now\n ),\n total: toAmountAndPct(\n liabilities.balance_now,\n assets.balance_now.plus(liabilities.balance_now)\n ),\n },\n transactionSummary: {\n income: incomeMonthly,\n expenses: expensesMonthly,\n payments: debtMonthly,\n },\n transactionBreakdown: transactionSummary.map((row) => ({\n category: row.type,\n amount: row.amount,\n avg_6mo: row.avg_6mo,\n })),\n accountSummary: accountSummary\n .filter(\n (row): row is Extract =>\n row.grouping === 'category'\n )\n .map((row) => ({\n classification: row.classification,\n category: row.category,\n balance: row.balance_now,\n allocation: row.allocation_now,\n })),\n holdingBreakdown: _(holdingBreakdown)\n .filter((h) => h.grouping === 'category')\n .map((c) => ({\n ...c,\n holdings: _(holdingBreakdown)\n .filter(\n (h): h is Extract =>\n h.grouping === 'security' && h.category === c.category\n )\n .orderBy((h) => +h.value, 'desc')\n .value(),\n }))\n .orderBy((h) => +h.value, 'desc')\n .value(),\n }\n }\n\n async getAccountInsights({\n accountId,\n now = DateTime.utc(),\n }: AccountInsightOptions): Promise {\n const [\n holdingSummary,\n [returns],\n [contributions],\n {\n _sum: { fees },\n },\n ] = await Promise.all([\n this._holdingSummary(accountId),\n this._portfolioReturn(accountId, now),\n this._investmentTransactionSummary(accountId, now),\n this.prisma.investmentTransaction.aggregate({\n where: { accountId },\n _sum: {\n fees: true,\n },\n }),\n ])\n\n const { value, cost_basis, pnl_amt, pnl_pct } = holdingSummary.find(\n (s): s is Extract => SharedUtil.isNull(s.asset_class)\n )!\n\n return {\n portfolio:\n value != null\n ? {\n return: {\n '1m': DbUtil.toTrend(returns.amt_1m, returns.pct_1m),\n '1y': DbUtil.toTrend(returns.amt_1y, returns.pct_1y),\n ytd: DbUtil.toTrend(returns.amt_ytd, returns.pct_ytd),\n },\n pnl: DbUtil.toTrend(pnl_amt, pnl_pct),\n costBasis: DbUtil.toDecimal(cost_basis),\n contributions: {\n ytd: {\n amount: DbUtil.toDecimal(contributions.ytd_total).negated(),\n monthlyAvg: DbUtil.toDecimal(contributions.ytd_total)\n .dividedBy(DateTime.utc().month)\n .negated(),\n },\n lastYear: {\n amount: DbUtil.toDecimal(contributions.last_year_total).negated(),\n monthlyAvg: DbUtil.toDecimal(contributions.last_year_total)\n .dividedBy(12)\n .negated(),\n },\n },\n fees: fees ?? new Prisma.Decimal(0),\n holdingBreakdown: holdingSummary\n .filter(\n (s): s is Extract =>\n !SharedUtil.isNull(s.asset_class)\n )\n .map((s) => ({\n asset_class: s.asset_class,\n amount: DbUtil.toDecimal(s.value),\n percentage: DbUtil.toDecimal(s.percentage),\n })),\n }\n : undefined,\n }\n }\n\n async getHoldingInsights({\n holding,\n }: HoldingInsightOptions): Promise {\n const [\n {\n _sum: { amount: dividends },\n },\n [{ allocation }],\n ] = await Promise.all([\n this.prisma.investmentTransaction.aggregate({\n _sum: {\n amount: true,\n },\n where: {\n security: { id: holding.securityId },\n accountId: holding.accountId,\n category: 'dividend',\n },\n }),\n this.prisma.$queryRaw<[{ allocation: Prisma.Decimal | null }]>`\n WITH security_allocations as (\n SELECT\n security_id,\n value / SUM(value) OVER () as \"allocation\"\n FROM\n holdings_enriched\n WHERE\n account_id = ${holding.accountId}\n )\n SELECT allocation\n FROM security_allocations\n WHERE security_id = ${holding.securityId}\n `,\n ])\n\n return {\n holding,\n dividends: DbUtil.toDecimal(dividends),\n allocation: DbUtil.toDecimal(allocation),\n }\n }\n\n async getPlanInsights({ userId, now = DateTime.utc() }: PlanInsightOptions) {\n const accountIds = Prisma.sql`(\n SELECT\n a.id\n FROM\n account a\n LEFT JOIN account_connection ac ON ac.id = a.account_connection_id\n WHERE\n (a.user_id = ${userId} OR ac.user_id = ${userId})\n AND a.is_active\n )`\n\n const [user, projectionAssetBreakdown, projectionLiabilityBreakdown, transactionSummary] =\n await Promise.all([\n this.prisma.user.findUniqueOrThrow({ where: { id: userId } }),\n this._projectionAssetBreakdown(accountIds, now),\n this._projectionLiabilityBreakdown(accountIds, now),\n this._transactionSummary(accountIds, now),\n ])\n\n const incomeMonthly =\n user.monthlyIncomeUser ??\n new Prisma.Decimal(\n transactionSummary.find((row) => row.type === 'INCOME')?.avg_6mo ?? 0\n )\n\n const expensesMonthly =\n user.monthlyExpensesUser ??\n new Prisma.Decimal(\n transactionSummary.find((row) => row.type === 'EXPENSE')?.amount ?? 0\n )\n\n return {\n projectionAssetBreakdown,\n projectionLiabilityBreakdown,\n income: incomeMonthly.times(12),\n expenses: expensesMonthly.times(12),\n }\n }\n\n private _accountSummary(accountIds: Prisma.Sql | number[], now: DateTime) {\n const timepoints = {\n now,\n yearly: now.minus({ years: 1 }),\n monthly: now.minus({ months: 1 }),\n weekly: now.minus({ weeks: 1 }),\n }\n\n // discriminated union represents valid columns for each grouping\n type AccountGrouping =\n | {\n grouping: 'classification'\n classification: Account['classification']\n }\n | {\n grouping: 'category'\n classification: Account['classification']\n category: Account['category']\n }\n\n return this.prisma.$queryRaw<\n (AccountGrouping & {\n [key in keyof typeof timepoints as `balance_${key}`]: Prisma.Decimal\n } & {\n [key in keyof typeof timepoints as `allocation_${key}`]: Prisma.Decimal\n })[]\n >`\n WITH category_rollup AS (\n SELECT\n CASE GROUPING(a.classification, a.category)\n WHEN 0 THEN 'category'\n WHEN 1 THEN 'classification'\n END AS grouping,\n a.classification,\n a.category,\n ${Prisma.join(\n Object.entries(timepoints).map(([key, date]) => {\n const pCol = Prisma.raw(`\"balance_${key}\"`)\n const pDate = Prisma.raw(`'${date.toISODate()}'`)\n return Prisma.sql`\n SUM(\n CASE\n WHEN a.start_date IS NOT NULL AND ${pDate} < a.start_date THEN 0\n ELSE COALESCE(\n (SELECT balance FROM account_balance WHERE account_id = a.id AND date <= ${pDate} ORDER BY date DESC LIMIT 1),\n (SELECT balance FROM account_balance WHERE account_id = a.id AND date > ${pDate} ORDER BY date ASC LIMIT 1),\n a.current_balance,\n 0\n )\n END\n ) AS ${pCol}\n `\n })\n )}\n FROM\n account a\n WHERE\n a.id IN ${accountIds}\n GROUP BY\n GROUPING SETS (\n (a.classification, a.category),\n (a.classification)\n )\n )\n SELECT\n *,\n ${Prisma.join(\n Object.entries(timepoints).map(([key]) => {\n const pBalanceCol = Prisma.raw(`\"balance_${key}\"`)\n const pAllocationCol = Prisma.raw(`\"allocation_${key}\"`)\n return Prisma.sql`\n CASE grouping\n WHEN 'category' THEN COALESCE(${pBalanceCol} / SUM(NULLIF(${pBalanceCol}, 0)) OVER (PARTITION BY grouping, classification), 0)\n WHEN 'classification' THEN COALESCE(${pBalanceCol} / SUM(NULLIF(${pBalanceCol}, 0)) OVER (PARTITION BY grouping), 0)\n END AS ${pAllocationCol}\n `\n })\n )}\n FROM\n category_rollup\n `\n }\n\n private _assetSummary(accountIds: Prisma.Sql | number[], now: DateTime) {\n const timepoints = {\n now,\n yearly: now.minus({ years: 1 }),\n monthly: now.minus({ months: 1 }),\n weekly: now.minus({ weeks: 1 }),\n }\n\n // discriminated union represents valid columns for each grouping\n type AssetGrouping =\n | {\n classification: 'asset'\n bucket: 'assets-liquid' | 'assets-illiquid' | 'assets-yielding' | 'assets-other'\n }\n | {\n classification: 'liability'\n bucket: 'debt-good' | 'debt-bad' | 'debt-other'\n }\n\n return this.prisma.$queryRaw<\n (AssetGrouping & {\n [key in keyof typeof timepoints as `balance_${key}`]: Prisma.Decimal\n })[]\n >`\n SELECT\n a.classification,\n x.bucket,\n ${Prisma.join(\n Object.entries(timepoints).map(([key, date]) => {\n const pCol = Prisma.raw(`\"balance_${key}\"`)\n const pDate = Prisma.raw(`'${date.toISODate()}'`)\n return Prisma.sql`\n SUM(\n CASE\n WHEN a.start_date IS NOT NULL AND ${pDate} < a.start_date THEN 0\n ELSE COALESCE(\n (SELECT balance FROM account_balance WHERE account_id = a.id AND date <= ${pDate} ORDER BY date DESC LIMIT 1),\n (SELECT balance FROM account_balance WHERE account_id = a.id AND date > ${pDate} ORDER BY date ASC LIMIT 1),\n a.current_balance,\n 0\n )\n END\n ) AS ${pCol}\n `\n })\n )}\n FROM\n account a\n LEFT JOIN LATERAL (\n SELECT\n UNNEST(\n CASE a.classification\n WHEN 'asset' THEN (\n CASE\n WHEN a.category = 'cash' THEN ARRAY['assets-liquid']\n WHEN a.category = 'property' THEN ARRAY['assets-illiquid', 'assets-yielding']\n WHEN a.category = 'investment' THEN ARRAY['assets-illiquid', 'assets-yielding']\n ELSE ARRAY['assets-other']\n END\n )\n WHEN 'liability' THEN (\n CASE\n WHEN a.category = 'loan' AND a.subcategory\n IN ('business', 'commercial', 'construction', 'mortgage')\n THEN ARRAY['debt-good']\n WHEN a.category = 'loan' AND a.subcategory\n IN ('consumer', 'home equity', 'overdraft', 'line of credit')\n THEN ARRAY['debt-bad']\n ELSE ARRAY['debt-other']\n END\n )\n END\n ) AS bucket\n ) x ON true\n WHERE\n a.id IN ${accountIds}\n GROUP BY\n a.classification, x.bucket\n `\n }\n\n private _transactionSummary(accountIds: Prisma.Sql | number[], now: DateTime) {\n const pNow = now.toISODate()\n\n return this.prisma.$queryRaw<\n {\n type: TransactionType\n amount: Prisma.Decimal\n avg_6mo: Prisma.Decimal\n }[]\n >`\n WITH txns AS (\n SELECT\n t.id,\n t.date,\n t.amount,\n t.flow,\n t.type,\n t.\"accountType\"\n FROM\n transactions_enriched t\n WHERE\n t.\"accountId\" IN ${accountIds}\n AND NOT t.excluded\n AND t.date >= date_trunc('month', ${pNow}::date - interval '6 months')\n AND t.date < date_trunc('month', ${pNow}::date)\n ), txn_type_months AS (\n SELECT DISTINCT\n t.type,\n date_trunc('month', d.date) AS \"month\"\n FROM\n unnest(enum_range(NULL::\"TransactionType\")) t(type)\n CROSS JOIN generate_series(date_trunc('month', (SELECT MIN(date) FROM txns)), now(), '1 month') d(date)\n ), txn_monthly_agg AS (\n SELECT\n t.type,\n date_trunc('month', t.date) AS \"month\",\n ABS(SUM(t.amount)) AS amount\n FROM\n txns t\n WHERE\n -- filter out credit account payments until we have a way to distinguish interest vs balance payments\n NOT (t.type = 'PAYMENT' AND t.\"accountType\" = 'CREDIT')\n GROUP BY\n 1, 2\n ), monthly_summary AS (\n SELECT\n ttm.type,\n ttm.month,\n COALESCE(tma.amount, 0) AS amount,\n AVG(COALESCE(tma.amount, 0)) OVER (PARTITION BY ttm.type ORDER BY ttm.month ASC ROWS BETWEEN 5 PRECEDING AND CURRENT ROW) AS \"avg_6mo\"\n FROM\n txn_type_months ttm\n LEFT JOIN txn_monthly_agg tma ON tma.type IS NOT DISTINCT FROM ttm.type AND tma.month = ttm.month\n )\n SELECT\n type,\n amount,\n avg_6mo\n FROM\n monthly_summary\n WHERE\n month = date_trunc('month', ${pNow}::date - interval '1 month');\n `\n }\n\n private _holdingSummary(accountId: Account['id']) {\n return this.prisma.$queryRaw<\n (\n | {\n asset_class: string\n value: Prisma.Decimal\n percentage: Prisma.Decimal\n cost_basis: Prisma.Decimal | null\n pnl_amt: Prisma.Decimal | null\n pnl_pct: Prisma.Decimal | null\n }\n | {\n asset_class: null\n value: Prisma.Decimal | null\n percentage: Prisma.Decimal | null\n cost_basis: Prisma.Decimal | null\n pnl_amt: Prisma.Decimal | null\n pnl_pct: Prisma.Decimal | null\n }\n )[]\n >`\n SELECT\n s.asset_class,\n SUM(h.value) AS \"value\",\n ROUND(SUM(h.value) / SUM(SUM(h.value)) OVER (PARTITION BY GROUPING(s.asset_class)), 4) AS \"percentage\",\n SUM(h.cost_basis) AS \"cost_basis\",\n SUM(h.value - h.cost_basis) AS \"pnl_amt\",\n ROUND(SUM(h.value - h.cost_basis) / NULLIF(SUM(h.cost_basis), 0), 4) AS \"pnl_pct\"\n FROM\n holdings_enriched h\n INNER JOIN (\n SELECT\n id,\n asset_class\n FROM\n \"security\"\n ) s ON s.id = h.security_id\n WHERE\n h.account_id = ${accountId}\n GROUP BY\n ROLLUP (s.asset_class)\n `\n }\n\n private _holdingBreakdown(accountIds: Prisma.Sql | number[]) {\n type HoldingCategory = 'stocks' | 'fixed_income' | 'cash' | 'crypto' | 'other'\n\n type HoldingBreakdown =\n | {\n grouping: 'category'\n category: HoldingCategory\n security: null\n value: Holding['value']\n allocation: Prisma.Decimal\n }\n | {\n grouping: 'security'\n category: HoldingCategory\n security: Pick\n value: Holding['value']\n allocation: Prisma.Decimal\n }\n\n return this.prisma.$queryRaw`\n WITH holding_rollup AS (\n SELECT\n CASE GROUPING(x.category, h.security_id)\n WHEN 0 THEN 'security'\n WHEN 1 THEN 'category'\n END AS \"grouping\",\n x.category,\n h.security_id,\n SUM(h.value) AS \"value\",\n SUM(h.value) / NULLIF(SUM(SUM(h.value)) OVER (PARTITION BY GROUPING(x.category, h.security_id)), 0) AS \"allocation\"\n FROM\n holdings_enriched h\n INNER JOIN security s ON s.id = h.security_id\n LEFT JOIN LATERAL (\n SELECT\n s.asset_class AS \"category\"\n ) x ON TRUE\n WHERE\n h.account_id IN ${accountIds}\n GROUP BY\n x.category, ROLLUP (h.security_id)\n )\n SELECT\n r.grouping,\n r.category,\n CASE r.grouping WHEN 'security' THEN json_build_object('id', s.id, 'symbol', s.symbol, 'name', s.name) ELSE NULL END AS \"security\",\n r.value,\n r.allocation\n FROM\n holding_rollup r\n LEFT JOIN security s ON s.id = r.security_id\n `\n }\n\n private _investmentTransactionSummary(accountId: Account['id'], now: DateTime) {\n return this.prisma.$queryRaw<\n [\n {\n last_year_total: Prisma.Decimal\n ytd_total: Prisma.Decimal\n }\n ]\n >`\n WITH cashflow_txns AS (\n SELECT\n (date_trunc('month', it.date) + interval '1 month' - interval '1 day')::date AS \"month\",\n SUM(it.amount) as \"amount\"\n FROM\n investment_transaction it\n LEFT JOIN account a ON a.id = it.account_id\n WHERE\n it.account_id = ${accountId}\n AND it.category = 'transfer'\n -- Exclude any contributions made prior to the start date since balances will be 0\n AND (a.start_date is NULL OR it.date >= a.start_date)\n GROUP BY 1\n )\n SELECT\n COALESCE(sum(amount) FILTER (WHERE month >= date_trunc('year', now())), 0) AS ytd_total,\n COALESCE(sum(amount) FILTER (WHERE month BETWEEN (date_trunc('year', now()) - interval '1 year') AND date_trunc('year', now())), 0) AS last_year_total\n FROM\n cashflow_txns\n `\n }\n\n private _portfolioReturn(accountId: Account['id'], now: DateTime) {\n const timepoints = {\n '1m': [now.minus({ months: 1 }), now],\n '1y': [now.minus({ years: 1 }), now],\n ytd: [now.startOf('year'), now],\n }\n\n return this.prisma.$queryRaw<\n [\n {\n [key in keyof typeof timepoints as `pct_${key}`]: Prisma.Decimal\n } & {\n [key in keyof typeof timepoints as `amt_${key}`]: Prisma.Decimal\n }\n ]\n >`\n SELECT\n *\n FROM\n ${Prisma.join(\n Object.entries(timepoints).map(([key, [start, end]]) => {\n const pAccountId = Prisma.raw(accountId.toString())\n const pStart = Prisma.raw(`'${start.toISODate()}'`)\n const pEnd = Prisma.raw(`'${end.toISODate()}'`)\n const pKey = Prisma.raw(key)\n return Prisma.sql`\n calculate_return_dietz(${pAccountId}, ${pStart}, ${pEnd}) ror_${pKey}(pct_${pKey}, amt_${pKey})\n `\n })\n )}\n `\n }\n\n private _projectionAssetBreakdown(accountIds: Prisma.Sql, now: DateTime) {\n const pAccountIds = accountIds\n const pNow = now.toISODate()\n\n return this.prisma.$queryRaw<\n { type: SharedType.ProjectionAssetType; amount: Prisma.Decimal }[]\n >`\n SELECT\n asset_type AS \"type\",\n SUM(amount) AS \"amount\"\n FROM (\n -- non-investment accounts / investment accounts with 0 holdings\n SELECT\n x.asset_type,\n SUM(\n CASE\n WHEN a.start_date IS NOT NULL AND ${pNow}::date < a.start_date THEN 0\n ELSE COALESCE(\n (SELECT balance FROM account_balance WHERE account_id = a.id AND date <= ${pNow}::date ORDER BY date DESC LIMIT 1),\n (SELECT balance FROM account_balance WHERE account_id = a.id AND date > ${pNow}::date ORDER BY date ASC LIMIT 1),\n a.current_balance,\n 0\n )\n END\n ) AS \"amount\"\n FROM\n account a\n LEFT JOIN LATERAL (\n SELECT\n CASE\n WHEN a.type IN ('DEPOSITORY', 'INVESTMENT') THEN 'cash'\n WHEN a.type IN ('PROPERTY') THEN 'property'\n ELSE 'other'\n END AS \"asset_type\"\n ) x ON true\n WHERE\n a.id IN ${pAccountIds}\n AND a.classification = 'asset'\n AND (a.type <> 'INVESTMENT' OR NOT EXISTS (SELECT 1 FROM holding h WHERE h.account_id = a.id))\n GROUP BY\n x.asset_type\n UNION ALL\n -- investment accounts\n SELECT\n s.asset_class::text AS \"asset_type\",\n SUM(h.value) AS \"amount\"\n FROM\n holdings_enriched h\n INNER JOIN (\n SELECT\n id,\n asset_class\n FROM\n \"security\"\n ) s ON s.id = h.security_id\n WHERE\n h.account_id IN ${pAccountIds}\n GROUP BY\n s.asset_class\n ) x\n GROUP BY\n 1\n `\n }\n\n private _projectionLiabilityBreakdown(accountIds: Prisma.Sql, now: DateTime) {\n const pAccountIds = accountIds\n const pNow = now.toISODate()\n\n return this.prisma.$queryRaw<\n { type: SharedType.ProjectionLiabilityType; amount: Prisma.Decimal }[]\n >`\n SELECT\n x.asset_type AS \"type\",\n SUM(\n CASE\n WHEN a.start_date IS NOT NULL AND ${pNow}::date < a.start_date THEN 0\n ELSE COALESCE(\n (SELECT balance FROM account_balance WHERE account_id = a.id AND date <= ${pNow}::date ORDER BY date DESC LIMIT 1),\n (SELECT balance FROM account_balance WHERE account_id = a.id AND date > ${pNow}::date ORDER BY date ASC LIMIT 1),\n a.current_balance,\n 0\n )\n END\n ) AS \"amount\"\n FROM\n account a\n LEFT JOIN LATERAL (\n SELECT\n CASE\n WHEN a.type IN ('CREDIT') THEN 'credit'\n WHEN a.type IN ('LOAN') THEN 'loan'\n ELSE 'other'\n END AS \"asset_type\"\n ) x ON true\n WHERE\n a.id IN ${pAccountIds}\n AND a.classification = 'liability'\n GROUP BY\n x.asset_type\n `\n }\n}\n" }, { "path": "libs/server/features/src/account-balance/balance-sync.strategy.ts", "content": "import { DateUtil } from '@maybe-finance/shared'\nimport type { Account, PrismaClient } from '@prisma/client'\nimport { DateTime } from 'luxon'\n\nexport interface IBalanceSyncStrategy {\n syncAccountBalances(account: Account): Promise\n}\n\nexport abstract class BalanceSyncStrategyBase implements IBalanceSyncStrategy {\n constructor(protected readonly prisma: PrismaClient) {}\n\n async syncAccountBalances(account: Account) {\n const [{ date }] = await this.prisma.$queryRaw<\n [{ date: Date }]\n >`SELECT account_value_start_date(${account.id}::int) AS date`\n\n const startDate = DateTime.max(\n DateUtil.MIN_SUPPORTED_DATE,\n DateTime.fromJSDate(date, { zone: 'utc' })\n )\n\n await this.syncBalances(account, startDate)\n }\n\n protected abstract syncBalances(account: Account, startDate: DateTime): Promise\n}\n\nexport interface IBalanceSyncStrategyFactory {\n for(account: Account): IBalanceSyncStrategy\n}\n\nexport class BalanceSyncStrategyFactory implements IBalanceSyncStrategyFactory {\n constructor(private readonly strategies: Record) {}\n\n for(account: Account): IBalanceSyncStrategy {\n const strategy = this.strategies[account.type]\n if (!strategy) throw new Error(`cannot find strategy for account: ${account.id}`)\n return strategy\n }\n}\n" }, { "path": "libs/server/features/src/account-balance/index.ts", "content": "export * from './balance-sync.strategy'\nexport * from './investment-transaction-balance-sync.strategy'\nexport * from './transaction-balance-sync.strategy'\nexport * from './valuation-balance-sync.strategy'\nexport * from './loan-balance-sync.strategy'\n" }, { "path": "libs/server/features/src/account-balance/investment-transaction-balance-sync.strategy.ts", "content": "import type { Account, PrismaClient } from '@prisma/client'\nimport { Prisma } from '@prisma/client'\nimport type { DateTime } from 'luxon'\nimport type { Logger } from 'winston'\nimport { BalanceSyncStrategyBase } from './balance-sync.strategy'\n\nexport class InvestmentTransactionBalanceSyncStrategy extends BalanceSyncStrategyBase {\n constructor(private readonly logger: Logger, prisma: PrismaClient) {\n super(prisma)\n }\n\n async syncBalances(account: Account, startDate: DateTime) {\n const pAccountId = Prisma.raw(account.id.toString())\n const pStart = Prisma.raw(`'${startDate.toISODate()}'`)\n\n await this.prisma.$executeRaw`\n WITH holdings AS (\n -- historical (artificial) holdings (eg. user bought 100 shares, then sold 100 shares, and now no longer has a holding record)\n (\n SELECT DISTINCT ON (it.account_id, it.security_id)\n CONCAT(it.account_id, '|', it.security_id) AS id,\n it.security_id,\n 0 AS quantity,\n 0 AS value\n FROM\n investment_transaction it\n LEFT JOIN holding h ON h.account_id = it.account_id AND h.security_id = it.security_id\n WHERE\n it.account_id = ${pAccountId}\n AND it.security_id IS NOT NULL\n AND h.id IS NULL\n )\n UNION\n -- current holdings\n (\n SELECT\n h.id::text,\n h.security_id,\n h.quantity,\n h.value\n FROM\n holding h\n INNER JOIN security s ON s.id = h.security_id\n WHERE\n h.account_id = ${pAccountId}\n AND NOT h.excluded\n AND NOT s.is_brokerage_cash\n )\n ), holdings_daily AS (\n SELECT\n d.date,\n sp.price,\n s.shares_per_contract,\n h.quantity - SUM(COALESCE(it.quantity, 0)) OVER (PARTITION BY h.id ORDER BY it.date DESC ROWS BETWEEN UNBOUNDED PRECEDING AND 1 PRECEDING) as quantity,\n h.value as current_value\n FROM\n holdings h\n CROSS JOIN (\n SELECT generate_series(${pStart}, now(), '1d')::date\n ) d(date)\n INNER JOIN security s ON s.id = h.security_id\n LEFT JOIN (\n SELECT\n time_bucket_gapfill('1d', it.date) AS date,\n it.security_id,\n COALESCE(SUM(CASE it.flow WHEN 'INFLOW' THEN -ABS(it.quantity) ELSE ABS(it.quantity) END), 0) AS quantity\n FROM\n investment_transaction it\n WHERE\n it.account_id = ${pAccountId}\n AND it.date BETWEEN ${pStart} AND now()\n -- filter for transactions that modify a position\n AND it.category IN ('buy', 'sell', 'transfer')\n GROUP BY\n 1, 2\n ) it ON it.security_id = s.id AND it.date = d.date\n LEFT JOIN (\n SELECT\n time_bucket_gapfill('1d', sp.date) AS date,\n sp.security_id,\n locf(avg(sp.price_close)) AS price\n FROM\n security_pricing sp\n WHERE\n sp.date BETWEEN ${pStart} AND now()\n AND sp.security_id IN (SELECT DISTINCT security_id FROM holdings)\n GROUP BY\n 1, 2\n ) sp ON sp.security_id = s.id AND sp.date = d.date\n ), holding_balances AS (\n SELECT\n hd.date,\n SUM(COALESCE(hd.price * hd.quantity * COALESCE(hd.shares_per_contract, 1), hd.current_value)) AS balance\n FROM\n holdings_daily hd\n GROUP BY\n hd.date\n ), cash_balances AS (\n SELECT\n it.date,\n -- IF available_balance is null/0 AND account has 0 holdings THEN we use current_balance as a constant historical balance\n COALESCE(NULLIF(a.available_balance, 0), (SELECT CASE WHEN EXISTS (SELECT 1 FROM holdings) THEN 0 ELSE a.current_balance END))\n + COALESCE(SUM(it.amount) OVER (ORDER BY it.date DESC ROWS BETWEEN UNBOUNDED PRECEDING AND 1 PRECEDING), 0) AS balance,\n it.inflows,\n it.outflows\n FROM\n account a\n LEFT JOIN LATERAL (\n SELECT\n time_bucket_gapfill('1d', it.date) AS date,\n COALESCE(SUM(it.amount), 0) AS amount,\n COALESCE(SUM(ABS(it.amount)) FILTER (WHERE it.flow = 'INFLOW'), 0) AS inflows,\n COALESCE(SUM(ABS(it.amount)) FILTER (WHERE it.flow = 'OUTFLOW'), 0) AS outflows\n FROM\n investment_transaction it\n WHERE\n it.account_id = a.id\n AND it.date BETWEEN ${pStart} AND now()\n GROUP BY\n 1\n ) it ON TRUE\n WHERE\n a.id = ${pAccountId}\n )\n INSERT INTO account_balance (account_id, date, balance, inflows, outflows)\n SELECT\n ${pAccountId},\n COALESCE(hb.date, cb.date) AS date,\n COALESCE(hb.balance + cb.balance, cb.balance, 0) AS balance,\n cb.inflows,\n cb.outflows\n FROM\n holding_balances hb\n FULL OUTER JOIN cash_balances cb ON cb.date = hb.date\n ON CONFLICT (account_id, date) DO UPDATE\n SET\n balance = EXCLUDED.balance,\n inflows = EXCLUDED.inflows,\n outflows = EXCLUDED.outflows;\n `\n }\n}\n" }, { "path": "libs/server/features/src/account-balance/loan-balance-sync.strategy.ts", "content": "import { DateTime } from 'luxon'\nimport type { Account, PrismaClient } from '@prisma/client'\nimport { Prisma } from '@prisma/client'\nimport type { Logger } from 'winston'\nimport { BalanceSyncStrategyBase } from './balance-sync.strategy'\n\nexport class LoanBalanceSyncStrategy extends BalanceSyncStrategyBase {\n constructor(private readonly logger: Logger, prisma: PrismaClient) {\n super(prisma)\n }\n\n async syncBalances(account: Account, startDate: DateTime) {\n if (!account.loan) {\n this.logger.warn(`account ${account.id} is missing loan data, skipping balance sync`)\n return\n }\n\n const pAccountId = account.id\n const pStart = Prisma.raw(`'${startDate.toISODate()}'`)\n\n const {\n _min: { date: minDate },\n } = await this.prisma.transaction.aggregate({\n where: { accountId: account.id },\n _min: { date: true },\n })\n\n // the cutoff date is one day prior to the first date we have transaction data for\n // this serves as our stopping point for interpolation from the origination date\n const pCutoffDate = minDate\n ? Prisma.raw(\n `'${DateTime.fromJSDate(minDate, { zone: 'utc' })\n .minus({ days: 1 })\n .toISODate()}'`\n )\n : Prisma.raw('now()')\n\n await this.prisma.$executeRaw`\n WITH interpolated_balances AS (\n -- interpolate balances from origination -> earliest transaction\n SELECT\n time_bucket_gapfill('1d', b.date) AS \"date\",\n interpolate(avg(b.balance)) AS \"balance\"\n FROM\n (\n SELECT\n (a.loan->>'originationDate')::date AS \"date\",\n (a.loan->'originationPrincipal')::numeric AS \"balance\"\n FROM\n account a\n WHERE\n a.id = ${pAccountId} AND a.loan IS NOT NULL\n UNION\n SELECT\n ${pCutoffDate}::date AS \"date\",\n COALESCE(a.current_balance - COALESCE((SELECT SUM(amount) FROM \"transaction\" WHERE account_id = a.id AND date > ${pCutoffDate}), 0), 0) AS \"balance\"\n FROM\n account a\n WHERE\n a.id = ${pAccountId}\n ) b\n WHERE\n b.date >= ${pStart}\n AND b.date <= ${pCutoffDate}\n GROUP BY\n 1\n ), txn_balances AS (\n -- compute balances from now -> earliest transaction (using standard transaction calculation approach)\n SELECT\n t.date,\n (\n COALESCE(a.current_balance, a.available_balance) -\n COALESCE(SUM(t.net_flows) OVER (ORDER BY t.date DESC ROWS BETWEEN UNBOUNDED PRECEDING AND 1 PRECEDING), 0)\n ) as balance,\n SUM(t.inflows) OVER (PARTITION BY t.date) as inflows,\n SUM(t.outflows) OVER (PARTITION BY t.date) as outflows\n FROM\n account a,\n (\n SELECT\n time_bucket_gapfill('1d', t.date) AS date,\n COALESCE(SUM(t.amount), 0) as net_flows,\n COALESCE(SUM(ABS(amount)) FILTER (WHERE flow = 'INFLOW'), 0) as inflows,\n COALESCE(SUM(amount) FILTER (WHERE flow = 'OUTFLOW'), 0) as outflows\n FROM\n transaction t\n WHERE\n t.account_id = ${pAccountId}\n AND t.date > ${pCutoffDate}\n AND t.date <= now()\n GROUP BY\n 1\n ) t\n WHERE\n a.id = ${pAccountId}\n ), combined_balances AS (\n -- combine results\n SELECT\n date,\n balance,\n NULL AS \"inflows\",\n NULL AS \"outflows\"\n FROM\n interpolated_balances ib\n UNION\n SELECT\n date,\n balance,\n inflows,\n outflows\n FROM\n txn_balances tb\n )\n INSERT INTO account_balance (account_id, date, balance, inflows, outflows)\n SELECT\n ${pAccountId},\n date,\n balance,\n inflows,\n outflows\n FROM\n combined_balances\n WHERE\n balance IS NOT NULL -- balance can be NULL for accounts w/o valid loan info\n ON CONFLICT (account_id, date) DO UPDATE\n SET\n balance = EXCLUDED.balance,\n inflows = EXCLUDED.inflows,\n outflows = EXCLUDED.outflows\n `\n }\n}\n" }, { "path": "libs/server/features/src/account-balance/transaction-balance-sync.strategy.ts", "content": "import type { DateTime } from 'luxon'\nimport type { Account, PrismaClient } from '@prisma/client'\nimport type { Logger } from 'winston'\nimport { BalanceSyncStrategyBase } from './balance-sync.strategy'\n\nexport class TransactionBalanceSyncStrategy extends BalanceSyncStrategyBase {\n constructor(private readonly logger: Logger, prisma: PrismaClient) {\n super(prisma)\n }\n\n async syncBalances(account: Account, startDate: DateTime) {\n const pAccountId = account.id\n const pStart = startDate.toJSDate()\n\n await this.prisma.$executeRaw`\n INSERT INTO account_balance (account_id, date, balance, inflows, outflows)\n SELECT\n t.account_id,\n t.date,\n (\n COALESCE(a.current_balance, a.available_balance) +\n (CASE WHEN a.classification = 'liability' THEN -1 ELSE 1 END) *\n COALESCE(SUM(t.net_flows) OVER (PARTITION BY t.account_id ORDER BY t.date DESC ROWS BETWEEN UNBOUNDED PRECEDING AND 1 PRECEDING), 0)\n ) as balance,\n SUM(t.inflows) OVER (PARTITION BY t.account_id, t.date) as inflows,\n SUM(t.outflows) OVER (PARTITION BY t.account_id, t.date) as outflows\n FROM\n (\n SELECT\n time_bucket_gapfill('1d', t.date) AS date,\n t.account_id,\n COALESCE(SUM(t.amount), 0) as net_flows,\n\t\t COALESCE(SUM(ABS(amount)) FILTER (WHERE flow = 'INFLOW'), 0) as inflows,\n\t\t COALESCE(SUM(amount) FILTER (WHERE flow = 'OUTFLOW'), 0) as outflows\n FROM\n transaction t\n WHERE\n t.account_id = ${pAccountId}\n AND t.date BETWEEN ${pStart} AND now()\n GROUP BY\n 1, 2\n ) t\n INNER JOIN account a ON a.id = t.account_id\n WHERE\n COALESCE(a.current_balance, a.available_balance) IS NOT NULL\n ON CONFLICT (account_id, date) DO UPDATE\n SET\n inflows = EXCLUDED.inflows,\n outflows = EXCLUDED.outflows,\n balance = EXCLUDED.balance\n `\n }\n}\n" }, { "path": "libs/server/features/src/account-balance/valuation-balance-sync.strategy.ts", "content": "import type { DateTime } from 'luxon'\nimport type { Account, PrismaClient } from '@prisma/client'\nimport type { Logger } from 'winston'\nimport { BalanceSyncStrategyBase } from './balance-sync.strategy'\n\nexport class ValuationBalanceSyncStrategy extends BalanceSyncStrategyBase {\n constructor(private readonly logger: Logger, prisma: PrismaClient) {\n super(prisma)\n }\n\n async syncBalances(account: Account, startDate: DateTime) {\n const pAccountId = account.id\n const pStart = startDate.toJSDate()\n\n await this.prisma.$executeRaw`\n INSERT INTO account_balance (account_id, date, balance)\n SELECT\n v.account_id,\n v.date,\n COALESCE(v.interpolate, v.locf) AS balance\n FROM\n (\n SELECT\n time_bucket_gapfill('1d', v.date) AS date,\n v.account_id,\n interpolate(avg(v.amount)),\n locf(avg(v.amount))\n FROM\n valuation v\n WHERE\n v.account_id = ${pAccountId}\n AND v.date BETWEEN ${pStart} AND now()\n GROUP BY\n 1, 2\n ) v\n ON CONFLICT (account_id, date) DO UPDATE\n SET inflows = EXCLUDED.inflows, outflows = EXCLUDED.outflows, balance = EXCLUDED.balance\n `\n }\n}\n" }, { "path": "libs/server/features/src/account-connection/account-connection.processor.ts", "content": "import type { AccountConnection } from '@prisma/client'\nimport type { SyncConnectionQueueJobData } from '@maybe-finance/server/shared'\nimport type { SharedType } from '@maybe-finance/shared'\nimport type { Logger } from 'winston'\nimport type { IAccountConnectionProviderFactory } from './account-connection.provider'\nimport type { IAccountConnectionService } from './account-connection.service'\nimport { ErrorUtil, ServerUtil } from '@maybe-finance/server/shared'\nimport * as Sentry from '@sentry/node'\nimport type { ITransactionService } from '../transaction'\n\nexport interface IAccountConnectionProcessor {\n sync(\n jobData: SyncConnectionQueueJobData,\n setProgress: (progress: SharedType.AccountSyncProgress) => Promise\n ): Promise\n}\n\nexport class AccountConnectionProcessor implements IAccountConnectionProcessor {\n constructor(\n private readonly logger: Logger,\n private readonly connectionService: IAccountConnectionService,\n private readonly transactionService: ITransactionService,\n private readonly providers: IAccountConnectionProviderFactory\n ) {}\n\n async sync(\n jobData: SyncConnectionQueueJobData,\n setProgress: (progress: SharedType.AccountSyncProgress) => Promise\n ) {\n const connection = await this.connectionService.get(jobData.accountConnectionId)\n const provider = this.providers.for(connection)\n\n await ServerUtil.useSync({\n onStart: async (connection) => {\n this.logger.info(`[sync.onStart] connection=${connection.id}`, {\n connection: connection.id,\n })\n await this.connectionService.update(connection.id, {\n syncStatus: 'SYNCING',\n })\n },\n sync: async (connection) => {\n await Promise.all([\n setProgress({ progress: 0.2, description: 'Syncing data' }),\n provider.sync(connection, jobData.options),\n ])\n },\n onSyncError: async (connection, error) => {\n this.logger.error(`[sync.onSyncError] connection=${connection.id}`, {\n connection: connection.id,\n error: ErrorUtil.parseError(error),\n })\n\n const err = ErrorUtil.parseError(error)\n Sentry.captureException(err, {\n level: 'error',\n tags: err.sentryTags,\n contexts: err.sentryContexts,\n })\n\n await Promise.all([\n setProgress({ progress: 0.75, description: 'Syncing data' }),\n provider.onSyncEvent(connection, { type: 'error', error }),\n ])\n },\n onSyncSuccess: async (connection) => {\n this.logger.info(`[sync.onSyncSuccess] connection=${connection.id}`, {\n connection: connection.id,\n })\n\n await Promise.all([\n setProgress({ progress: 0.4, description: 'Syncing data' }),\n provider.onSyncEvent(connection, { type: 'success' }),\n ])\n\n await Promise.all([\n setProgress({ progress: 0.6, description: 'Cleaning data' }),\n this.transactionService.markTransfers(connection.userId),\n ])\n\n // Temporarily disable\n // await Promise.all([\n // setProgress({ progress: 0.5, description: 'Syncing data' }),\n // this.connectionService.syncSecurities(connection.id),\n // ])\n\n await Promise.all([\n setProgress({ progress: 0.75, description: 'Updating balances' }),\n this.connectionService.syncBalances(connection.id),\n ])\n },\n onEnd: async (connection) => {\n this.logger.info(`[sync.onEnd] connection=${connection.id}`, {\n connection: connection.id,\n })\n\n await Promise.all([\n setProgress({ progress: 0.9, description: 'Finishing up' }),\n this.connectionService.update(connection.id, {\n syncStatus: 'IDLE',\n }),\n ])\n },\n })(connection)\n }\n}\n" }, { "path": "libs/server/features/src/account-connection/account-connection.provider.ts", "content": "import type { SyncConnectionOptions } from '@maybe-finance/server/shared'\nimport type { AccountConnection } from '@prisma/client'\n\nexport type AccountConnectionSyncEvent = { type: 'error'; error: unknown } | { type: 'success' }\n\nexport interface IAccountConnectionProvider {\n sync(connection: AccountConnection, options?: SyncConnectionOptions): Promise\n onSyncEvent(connection: AccountConnection, event: AccountConnectionSyncEvent): Promise\n delete(connection: AccountConnection): Promise\n}\n\nexport interface IAccountConnectionProviderFactory {\n for(connection: AccountConnection): IAccountConnectionProvider\n}\n\nexport class AccountConnectionProviderFactory implements IAccountConnectionProviderFactory {\n constructor(\n private readonly providers: Record\n ) {}\n\n for(connection: AccountConnection): IAccountConnectionProvider {\n const provider = this.providers[connection.type]\n if (!provider) throw new Error(`Unsupported connection type: ${connection.type}`)\n return provider\n }\n}\n" }, { "path": "libs/server/features/src/account-connection/account-connection.service.ts", "content": "import type { SharedType } from '@maybe-finance/shared'\nimport type { SyncConnectionOptions, SyncConnectionQueue } from '@maybe-finance/server/shared'\nimport type { AccountConnection, User, PrismaClient, Prisma } from '@prisma/client'\nimport type { Logger } from 'winston'\nimport type { IAccountConnectionProviderFactory } from './account-connection.provider'\nimport type { IBalanceSyncStrategyFactory } from '../account-balance'\nimport type { ISecurityPricingService } from '../security-pricing'\nimport { DateTime } from 'luxon'\n\nexport interface IAccountConnectionService {\n get(id: AccountConnection['id']): Promise\n getAll(userId: User['id']): Promise\n sync(id: AccountConnection['id'], options?: SyncConnectionOptions): Promise\n syncBalances(id: AccountConnection['id']): Promise\n syncSecurities(id: AccountConnection['id']): Promise\n disconnect(id: AccountConnection['id']): Promise\n reconnect(id: AccountConnection['id']): Promise\n update(\n id: AccountConnection['id'],\n data: Prisma.AccountConnectionUncheckedUpdateInput\n ): Promise\n delete(id: AccountConnection['id']): Promise\n}\n\nexport class AccountConnectionService implements IAccountConnectionService {\n constructor(\n private readonly logger: Logger,\n private readonly prisma: PrismaClient,\n private readonly providers: IAccountConnectionProviderFactory,\n private readonly balanceSyncStrategyFactory: IBalanceSyncStrategyFactory,\n private readonly securityPricingService: ISecurityPricingService,\n private readonly queue: SyncConnectionQueue\n ) {}\n\n async get(id: AccountConnection['id']) {\n return this.prisma.accountConnection.findUniqueOrThrow({\n where: { id },\n include: { accounts: { orderBy: { id: 'asc' } } },\n })\n }\n\n async getAll(userId: User['id']) {\n return this.prisma.accountConnection.findMany({\n where: { userId },\n include: { accounts: { orderBy: { id: 'asc' } } },\n orderBy: { id: 'asc' },\n })\n }\n\n async sync(id: AccountConnection['id'], options?: SyncConnectionOptions) {\n const connection = await this.prisma.accountConnection.findUniqueOrThrow({\n where: { id },\n include: { user: true },\n })\n\n await this.queue.add('sync-connection', {\n accountConnectionId: connection.id,\n options,\n })\n\n return this.prisma.accountConnection.update({\n where: { id },\n data: { syncStatus: 'PENDING' },\n })\n }\n\n async syncBalances(id: AccountConnection['id']) {\n const connection = await this.get(id)\n\n const profiler = this.logger.startTimer()\n\n await Promise.all(\n connection.accounts.map((account) =>\n this.balanceSyncStrategyFactory.for(account).syncAccountBalances(account)\n )\n )\n\n profiler.done({ message: `synced connection ${id} balances` })\n\n return connection\n }\n\n async syncSecurities(id: AccountConnection['id']) {\n const securities = await this.prisma.security.findMany({\n where: {\n AND: [\n {\n OR: [\n {\n holdings: {\n some: {\n account: {\n accountConnectionId: id,\n isActive: true,\n },\n },\n },\n },\n {\n investmentTransactions: {\n some: {\n account: {\n accountConnectionId: id,\n isActive: true,\n },\n },\n },\n },\n ],\n },\n {\n OR: [\n { pricingLastSyncedAt: null },\n {\n pricingLastSyncedAt: {\n lt: DateTime.now().minus({ days: 1 }).toJSDate(),\n },\n },\n ],\n },\n ],\n },\n select: {\n assetClass: true,\n currencyCode: true,\n id: true,\n symbol: true,\n },\n })\n\n const profiler = this.logger.startTimer()\n\n await Promise.allSettled(\n securities.map((security) => this.securityPricingService.syncSecurity(security))\n )\n\n profiler.done({ message: `synced connection ${id} securities (${securities.length})` })\n }\n\n async disconnect(id: AccountConnection['id']) {\n const [connection] = await this.prisma.$transaction([\n this.prisma.accountConnection.update({\n where: { id },\n data: {\n status: 'DISCONNECTED',\n },\n }),\n this.prisma.account.updateMany({\n where: { accountConnectionId: id },\n data: {\n isActive: false,\n },\n }),\n ])\n\n this.logger.info(\n `Disconnected connection id=${connection.id} type=${connection.type} provider_connection_id=${connection.tellerEnrollmentId}`\n )\n\n return connection\n }\n\n async reconnect(id: AccountConnection['id']) {\n const [connection] = await this.prisma.$transaction([\n this.prisma.accountConnection.update({\n where: { id },\n data: {\n status: 'OK',\n },\n }),\n this.prisma.account.updateMany({\n where: { accountConnectionId: id },\n data: {\n isActive: true,\n },\n }),\n ])\n\n this.logger.info(\n `Reconnected connection id=${connection.id} type=${connection.type} provider_connection_id=${connection.tellerEnrollmentId}`\n )\n\n return connection\n }\n\n async update(id: AccountConnection['id'], data: Prisma.AccountConnectionUncheckedUpdateInput) {\n return this.prisma.accountConnection.update({\n where: { id },\n data,\n })\n }\n\n async delete(id: AccountConnection['id']) {\n const connection = await this.prisma.accountConnection.findUniqueOrThrow({\n where: { id },\n })\n\n await this.providers.for(connection).delete(connection)\n\n const deletedConnection = await this.prisma.accountConnection.delete({\n where: { id: connection.id },\n })\n\n this.logger.info(\n `Deleted connection id=${deletedConnection.id} type=${connection.type} provider_connection_id=${connection.tellerEnrollmentId}`\n )\n\n return deletedConnection\n }\n}\n" }, { "path": "libs/server/features/src/account-connection/index.ts", "content": "export * from './account-connection.service'\nexport * from './account-connection.processor'\nexport * from './account-connection.provider'\n" }, { "path": "libs/server/features/src/auth-user/auth-user.service.ts", "content": "import type { AuthUser, PrismaClient, Prisma } from '@prisma/client'\nimport type { Logger } from 'winston'\nimport bcrypt from 'bcrypt'\n\nexport interface IAuthUserService {\n get(id: AuthUser['id']): Promise\n delete(id: AuthUser['id']): Promise\n}\n\nexport class AuthUserService implements IAuthUserService {\n constructor(private readonly logger: Logger, private readonly prisma: PrismaClient) {}\n\n async get(id: AuthUser['id']) {\n return await this.prisma.authUser.findUniqueOrThrow({\n where: { id },\n })\n }\n\n async getByEmail(email: AuthUser['email']) {\n if (!email) throw new Error('No email provided')\n return await this.prisma.authUser.findUnique({\n where: { email },\n })\n }\n\n async updatePassword(id: AuthUser['id'], oldPassword: string, newPassword: string) {\n const authUser = await this.get(id)\n const isMatch = await bcrypt.compare(oldPassword, authUser.password!)\n if (!isMatch) {\n throw new Error('Could not reset password')\n } else {\n const hashedPassword = await bcrypt.hash(newPassword, 10)\n return await this.prisma.authUser.update({\n where: { id },\n data: { password: hashedPassword },\n })\n }\n }\n\n async create(data: Prisma.AuthUserCreateInput & { firstName: string; lastName: string }) {\n const authUser = await this.prisma.authUser.create({ data: { ...data } })\n return authUser\n }\n\n async delete(id: AuthUser['id']) {\n const authUser = await this.get(id)\n\n this.logger.info(`Removing user ${authUser.id} from Prisma`)\n const user = await this.prisma.authUser.delete({ where: { id } })\n return user\n }\n}\n" }, { "path": "libs/server/features/src/auth-user/index.ts", "content": "export * from './auth-user.service'\n" }, { "path": "libs/server/features/src/email/email.processor.ts", "content": "import type { Logger } from 'winston'\nimport type { PrismaClient } from '@prisma/client'\nimport type { SendEmailQueueJobData } from '@maybe-finance/server/shared'\nimport type { EmailService } from './email.service'\nimport { DateTime } from 'luxon'\n\nexport interface IEmailProcessor {\n send(jobData: SendEmailQueueJobData): Promise\n sendTrialEndReminders(): Promise\n}\n\nexport class EmailProcessor implements IEmailProcessor {\n constructor(\n private readonly logger: Logger,\n private readonly prisma: PrismaClient,\n private readonly emailService: EmailService\n ) {}\n\n async send(jobData: SendEmailQueueJobData) {\n if ('type' in jobData) {\n switch (jobData.type) {\n case 'plain':\n if (Array.isArray(jobData.messages)) {\n this.emailService.send(jobData.messages)\n } else {\n this.emailService.send([jobData.messages])\n }\n break\n case 'template':\n if (this.emailService.sendTemplate === undefined) {\n this.logger.error(\n 'Attempted to send template email but email service does not support templates'\n )\n return\n }\n if (Array.isArray(jobData.messages)) {\n this.emailService.sendTemplate(jobData.messages)\n } else {\n this.emailService.sendTemplate([jobData.messages])\n }\n break\n case 'trial-reminders':\n this.sendTrialEndReminders()\n break\n }\n } else {\n this.logger.warn('Failed to process email send job', jobData)\n }\n }\n\n async sendTrialEndReminders() {\n // Find all users with trials expiring in under 3 days which haven't been notified in at least 7 days\n const users = await this.prisma.user.findMany({\n where: {\n trialEnd: {\n gt: DateTime.now().toJSDate(),\n lt: DateTime.now().plus({ days: 3 }).toJSDate(),\n },\n stripeCancelAt: null,\n OR: [\n { trialReminderSent: null },\n {\n trialReminderSent: {\n lt: DateTime.now().minus({ days: 7 }).toJSDate(),\n },\n },\n ],\n },\n })\n\n if (!users.length || !this.emailService.sendTemplate) return\n\n const results = await this.emailService.sendTemplate(\n users.map((user) => ({\n to: user.email,\n template: {\n alias: 'trial-ending',\n model: {\n endDate: DateTime.fromJSDate(user.trialEnd!).toFormat('MMM dd, yyyy'),\n },\n },\n }))\n )\n\n const successful = results\n .map((response, idx) => ({\n userId: users[idx]?.id,\n response,\n }))\n .filter(({ userId, response }) => {\n if (response.ErrorCode !== 0)\n this.logger.error(`Failed to send trial end notification to user ${userId}`)\n\n return response.ErrorCode === 0\n })\n\n if (successful.length) {\n await this.prisma.user.updateMany({\n where: {\n id: {\n in: successful.map(({ userId }) => userId),\n },\n },\n data: {\n trialReminderSent: DateTime.now().toJSDate(),\n },\n })\n }\n }\n}\n" }, { "path": "libs/server/features/src/email/email.schema.ts", "content": "import { z } from 'zod'\n\n// This schema should be kept in sync with templates maintained in the Postmark dashboard\nexport const EmailTemplateSchema = z.object({\n alias: z.literal('trial-ending'),\n model: z.object({\n endDate: z.string(),\n }),\n})\n" }, { "path": "libs/server/features/src/email/email.service.ts", "content": "import type { Logger } from 'winston'\nimport type { ServerClient as PostmarkServerClient } from 'postmark'\nimport type { Transporter } from 'nodemailer'\nimport { PostmarkEmailProvider, SmtpProvider } from './providers'\nimport type { SharedType } from '@maybe-finance/shared'\n\nexport interface IEmailProvider {\n send(messages: SharedType.PlainEmailMessage): Promise\n send(messages: SharedType.PlainEmailMessage[]): Promise\n send(\n messages: SharedType.PlainEmailMessage | SharedType.PlainEmailMessage[]\n ): Promise\n sendTemplate?(\n messages: SharedType.TemplateEmailMessage\n ): Promise\n sendTemplate?(\n messages: SharedType.TemplateEmailMessage[]\n ): Promise\n sendTemplate?(\n messages: SharedType.TemplateEmailMessage | SharedType.TemplateEmailMessage[]\n ): Promise\n}\n\nexport class EmailService implements IEmailProvider {\n private emailProvider: IEmailProvider | undefined\n constructor(\n private readonly logger: Logger,\n private readonly client: PostmarkServerClient | Transporter | undefined,\n private readonly defaultAddresses: { from: string; replyTo?: string }\n ) {\n const provider = process.env.NX_EMAIL_PROVIDER\n\n switch (provider) {\n case 'postmark':\n this.emailProvider = new PostmarkEmailProvider(\n this.logger.child({ service: 'PostmarkEmailProvider' }),\n this.client as PostmarkServerClient,\n this.defaultAddresses\n )\n break\n case 'smtp':\n this.emailProvider = new SmtpProvider(\n this.logger.child({ service: 'SmtpProvider' }),\n this.client as Transporter,\n this.defaultAddresses\n )\n break\n default:\n undefined\n }\n }\n\n /**\n * Sends plain email(s)\n *\n * @returns success boolean(s)\n */\n async send(messages: SharedType.PlainEmailMessage): Promise\n async send(messages: SharedType.PlainEmailMessage[]): Promise\n async send(\n messages: SharedType.PlainEmailMessage | SharedType.PlainEmailMessage[]\n ): Promise {\n if (!this.emailProvider || !this.client) {\n //no-op\n return undefined as unknown as SharedType.EmailSendingResponse\n }\n return await this.emailProvider.send(messages)\n }\n\n /**\n * Sends template email(s)\n */\n async sendTemplate(\n messages: SharedType.TemplateEmailMessage\n ): Promise\n async sendTemplate(\n messages: SharedType.TemplateEmailMessage[]\n ): Promise\n async sendTemplate(\n messages: SharedType.TemplateEmailMessage | SharedType.TemplateEmailMessage[]\n ): Promise {\n if (!this.emailProvider || !this.client || !this.emailProvider.sendTemplate) {\n //no-op\n return undefined as unknown as SharedType.EmailSendingResponse\n }\n return this.emailProvider.sendTemplate(messages)\n }\n}\n" }, { "path": "libs/server/features/src/email/index.ts", "content": "export * from './email.processor'\nexport * from './email.service'\n" }, { "path": "libs/server/features/src/email/providers/index.ts", "content": "export * from './postmark.provider'\nexport * from './smtp.provider'\n" }, { "path": "libs/server/features/src/email/providers/postmark.provider.ts", "content": "import type { IEmailProvider } from '../email.service'\nimport type { Logger } from 'winston'\nimport type { Message, ServerClient as PostmarkServerClient, TemplatedMessage } from 'postmark'\nimport type { MessageSendingResponse } from 'postmark/dist/client/models'\nimport type { SharedType } from '@maybe-finance/shared'\nimport { chunk, uniq } from 'lodash'\nimport { EmailTemplateSchema } from '../email.schema'\n\nexport class PostmarkEmailProvider implements IEmailProvider {\n constructor(\n private readonly logger: Logger,\n private readonly client: PostmarkServerClient | undefined,\n private readonly defaultAddresses: { from: string; replyTo?: string }\n ) {}\n\n /**\n * Sends plain email(s)\n *\n * @returns success boolean(s)\n */\n async send(messages: SharedType.PlainEmailMessage): Promise\n async send(messages: SharedType.PlainEmailMessage[]): Promise\n async send(\n messages: SharedType.PlainEmailMessage | SharedType.PlainEmailMessage[]\n ): Promise {\n const mapToPostmark = (message: SharedType.PlainEmailMessage): Message => ({\n From: message.from ?? this.defaultAddresses.from,\n ReplyTo: message.replyTo ?? this.defaultAddresses.replyTo,\n To: message.to,\n Subject: message.subject,\n TextBody: message.textBody,\n HtmlBody: message.htmlBody,\n })\n\n return Array.isArray(messages)\n ? this.sendEmailBatch(messages.map(mapToPostmark))\n : this.sendEmail(mapToPostmark(messages))\n }\n\n /**\n * Sends template email(s)\n */\n async sendTemplate(messages: SharedType.TemplateEmailMessage): Promise\n async sendTemplate(\n messages: SharedType.TemplateEmailMessage[]\n ): Promise\n async sendTemplate(\n messages: SharedType.TemplateEmailMessage | SharedType.TemplateEmailMessage[]\n ): Promise {\n const mapToPostmark = (message: SharedType.TemplateEmailMessage): TemplatedMessage => {\n const { alias, model } = EmailTemplateSchema.parse(message.template)\n\n return {\n From: message.from ?? this.defaultAddresses.from,\n ReplyTo: message.replyTo ?? this.defaultAddresses.replyTo,\n To: message.to,\n TemplateAlias: alias,\n TemplateModel: model,\n }\n }\n\n return Array.isArray(messages)\n ? this.sendEmailBatchWithTemplate(messages.map(mapToPostmark))\n : this.sendEmailWithTemplate(mapToPostmark(messages))\n }\n\n private async sendEmailWithTemplate(\n message: TemplatedMessage\n ): Promise {\n this.logger.info(\n `Sending templated email template=${message.TemplateAlias} from=${message.From} to=${message.To}`,\n message.TemplateModel\n )\n\n if (!this.client) {\n this.logger.info('Postmark API key not provided, skipping email send')\n return undefined as unknown as MessageSendingResponse\n }\n\n return await this.client.sendEmailWithTemplate(message)\n }\n\n private async sendEmail(message: Message): Promise {\n this.logger.info(\n `Sending plain email subject=${message.Subject} from=${message.From} to=${message.To}`,\n { text: message.TextBody, html: message.HtmlBody }\n )\n\n if (!this.client) {\n this.logger.info('Postmark API key not provided, skipping email send')\n return undefined as unknown as MessageSendingResponse\n }\n\n return await this.client.sendEmail(message)\n }\n\n private async sendEmailBatchWithTemplate(\n messages: TemplatedMessage[]\n ): Promise {\n this.logger.info(\n `Sending templated email batch templates=[${uniq(\n messages.map(({ TemplateAlias }) => TemplateAlias)\n ).join(',')}] count=${messages.length}`\n )\n\n return (\n await Promise.all(\n chunk(messages, 500).map((chunk) => {\n if (!this.client) {\n this.logger.info('Postmark API key not provided, skipping email send')\n return [] as MessageSendingResponse[]\n }\n return this.client.sendEmailBatchWithTemplates(chunk)\n })\n )\n ).flat()\n }\n\n private async sendEmailBatch(messages: Message[]): Promise {\n this.logger.info(\n `Sending templated email batch subjects=[${uniq(\n messages.map(({ Subject }) => Subject)\n ).join(',')}] count=${messages.length}`\n )\n\n return (\n await Promise.all(\n chunk(messages, 500).map((chunk) => {\n if (!this.client) {\n this.logger.info('Postmark API key not provided, skipping email send')\n return [] as MessageSendingResponse[]\n }\n return this.client.sendEmailBatch(chunk)\n })\n )\n ).flat()\n }\n}\n" }, { "path": "libs/server/features/src/email/providers/smtp.provider.ts", "content": "import type { IEmailProvider } from '../email.service'\nimport type { Logger } from 'winston'\nimport type { SharedType } from '@maybe-finance/shared'\nimport { chunk, uniq } from 'lodash'\nimport type { Transporter, SentMessageInfo } from 'nodemailer'\n\ntype NodemailerMessage = {\n to: string\n from: string\n replyTo?: string\n sender?: string\n cc?: string\n bcc?: string\n subject: string\n text?: string\n html?: string\n}\n\nexport class SmtpProvider implements IEmailProvider {\n constructor(\n private readonly logger: Logger,\n private readonly client: Transporter | undefined,\n private readonly defaultAddresses: { from: string; replyTo?: string }\n ) {}\n\n /**\n * Sends plain email(s)\n *\n * @returns success boolean(s)\n */\n\n async send(messages: SharedType.PlainEmailMessage): Promise\n async send(messages: SharedType.PlainEmailMessage[]): Promise\n async send(\n messages: SharedType.PlainEmailMessage | SharedType.PlainEmailMessage[]\n ): Promise {\n const mapToNodemailer = (message: SharedType.PlainEmailMessage): NodemailerMessage => ({\n from: message.from ?? this.defaultAddresses.from,\n replyTo: message.replyTo ?? this.defaultAddresses.replyTo,\n to: message.to,\n subject: message.subject,\n text: message.textBody,\n html: message.htmlBody,\n })\n\n return Array.isArray(messages)\n ? this.sendEmailBatch(messages.map(mapToNodemailer))\n : this.sendEmail(mapToNodemailer(messages))\n }\n\n private async sendEmail(message: NodemailerMessage): Promise {\n this.logger.info(\n `Sending plain email subject=${message.subject} from=${message.from} to=${message.to}`,\n { text: message.text, html: message.html }\n )\n\n if (!this.client) {\n this.logger.info('SMTP config not set up, skipping email send')\n return undefined as void\n }\n\n return await this.client.sendMail(message)\n }\n\n private async sendEmailBatch(messages: NodemailerMessage[]): Promise {\n this.logger.info(\n `Sending email batch subjects=[${uniq(messages.map(({ subject }) => subject)).join(\n ','\n )}] count=${messages.length}`\n )\n\n if (!this.client) {\n this.logger.info('SMTP config not set up, skipping email send')\n return [] as SentMessageInfo[]\n }\n\n return (\n await Promise.all(\n chunk(messages, 500).map((chunk) => {\n if (!this.client) {\n this.logger.info('Postmark API key not provided, skipping email send')\n return [] as SentMessageInfo[]\n } else {\n chunk.forEach((message) => {\n return this.client?.sendMail(message)\n })\n }\n })\n )\n ).flat()\n }\n}\n" }, { "path": "libs/server/features/src/holding/holding.schema.ts", "content": "import { z } from 'zod'\n\nexport const HoldingUpdateInputSchema = z\n .object({\n excluded: z.boolean(),\n costBasisUser: z.number().nullable(),\n })\n .partial()\n" }, { "path": "libs/server/features/src/holding/holding.service.ts", "content": "import type { Logger } from 'winston'\nimport type { PrismaClient, Holding } from '@prisma/client'\nimport type { Prisma } from '@prisma/client'\nimport type { SharedType } from '@maybe-finance/shared'\nimport { DbUtil } from '@maybe-finance/server/shared'\n\nexport class HoldingService {\n constructor(private readonly logger: Logger, private readonly prisma: PrismaClient) {}\n\n async get(id: Holding['id']) {\n return this.prisma.holding.findUniqueOrThrow({\n where: { id },\n include: { account: { include: { accountConnection: true } } },\n })\n }\n\n async getHoldingDetails(id: Holding['id']): Promise {\n const [he] = await this.prisma.$queryRaw<\n Array<\n SharedType.HoldingEnriched & {\n cost_basis_user: Prisma.Decimal | null\n cost_basis_provider: Prisma.Decimal | null\n }\n >\n >`\n SELECT\n he.*,\n h.security_id,\n h.cost_basis_user,\n h.cost_basis_provider,\n s.name,\n s.symbol\n FROM\n holdings_enriched he\n INNER JOIN security s ON s.id = he.security_id\n INNER JOIN holding h ON h.id = he.id\n WHERE\n h.id = ${id};\n `\n\n return {\n id,\n securityId: he.security_id,\n name: he.name,\n symbol: he.symbol,\n quantity: DbUtil.toDecimal(he.quantity),\n sharesPerContract: DbUtil.toDecimal(he.shares_per_contract),\n costBasis: DbUtil.toDecimal(he.cost_basis),\n costBasisUser: DbUtil.toDecimal(he.cost_basis_user),\n costBasisProvider: DbUtil.toDecimal(he.cost_basis_provider),\n price: DbUtil.toDecimal(he.price),\n value: DbUtil.toDecimal(he.value),\n trend: {\n total: he.cost_basis ? DbUtil.calculateTrend(he.cost_basis, he.value) : null,\n today: he.price_prev\n ? DbUtil.calculateTrend(he.price_prev.times(he.quantity), he.value)\n : null,\n },\n excluded: he.excluded,\n }\n }\n\n async update(id: Holding['id'], data: Prisma.HoldingUncheckedUpdateInput) {\n const holding = await this.prisma.holding.update({\n where: { id },\n data,\n })\n\n this.logger.info(`Updated holding id=${id} account=${holding.accountId}`)\n\n return holding\n }\n}\n" }, { "path": "libs/server/features/src/holding/index.ts", "content": "export * from './holding.service'\nexport * from './holding.schema'\n" }, { "path": "libs/server/features/src/index.ts", "content": "export * from './account'\nexport * from './account-connection'\nexport * from './account-balance'\nexport * from './email'\nexport * from './institution'\nexport * from './security-pricing'\nexport * from './auth-user'\nexport * from './user'\nexport * from './valuation'\nexport * from './providers'\nexport * from './transaction'\nexport * from './holding'\nexport * from './investment-transaction'\nexport * from './plan'\nexport * from './stripe'\n" }, { "path": "libs/server/features/src/institution/index.ts", "content": "export * from './institution.service'\nexport * from './institution.provider'\n" }, { "path": "libs/server/features/src/institution/institution.provider.ts", "content": "import type { Prisma, Provider } from '@prisma/client'\n\nexport interface IInstitutionProvider {\n getInstitutions(): Promise[]>\n}\n\nexport interface IInstitutionProviderFactory {\n for(provider: Provider): IInstitutionProvider\n}\n\nexport class InstitutionProviderFactory implements IInstitutionProviderFactory {\n constructor(private readonly providers: Record) {}\n\n for(p: Provider): IInstitutionProvider {\n const provider = this.providers[p]\n if (!provider) throw new Error(`Unsupported provider: ${p}`)\n return provider\n }\n}\n" }, { "path": "libs/server/features/src/institution/institution.service.ts", "content": "import type { Institution, PrismaClient, Provider, ProviderInstitution } from '@prisma/client'\nimport type { Logger } from 'winston'\nimport type { PgService } from '@maybe-finance/server/shared'\nimport type { IInstitutionProviderFactory } from './institution.provider'\nimport { Prisma } from '@prisma/client'\nimport _ from 'lodash'\nimport { SharedType } from '@maybe-finance/shared'\nimport { join, sql } from '@maybe-finance/server/shared'\n\nexport interface IInstitutionService {\n getAll(options: { query?: string; page?: number }): Promise\n sync(provider: Provider): Promise\n deduplicateInstitutions(): Promise\n}\n\nexport class InstitutionService implements IInstitutionService {\n constructor(\n private readonly logger: Logger,\n private readonly prisma: PrismaClient,\n private readonly pg: PgService,\n private readonly providers: IInstitutionProviderFactory\n ) {}\n\n async getAll({\n query,\n page = 0,\n }: {\n query?: string\n page?: number\n } = {}): Promise {\n if (!query) {\n // filter for institutions with at least one provider\n const institutionWhere: Prisma.InstitutionWhereInput = {\n providers: { some: {} },\n }\n\n // filter for provider institutions not attached to an institution\n const providerInstitutionWhere: Prisma.ProviderInstitutionWhereInput = {\n institution: null,\n }\n\n const [institutions, institutionCount, providerInstitutions, providerInstitutionCount] =\n await this.prisma.$transaction([\n this.prisma.institution.findMany({\n where: institutionWhere,\n include: {\n providers: {\n select: {\n id: true,\n provider: true,\n providerId: true,\n rank: true,\n },\n orderBy: { rank: 'desc', oauth: 'desc' },\n },\n },\n orderBy: { name: 'asc' },\n skip: page * SharedType.PageSize.Institution,\n take: SharedType.PageSize.Institution,\n }),\n this.prisma.institution.count({ where: institutionWhere }),\n this.prisma.providerInstitution.findMany({\n where: providerInstitutionWhere,\n orderBy: { name: 'asc' },\n skip: page * SharedType.PageSize.Institution,\n take: SharedType.PageSize.Institution,\n }),\n this.prisma.providerInstitution.count({ where: providerInstitutionWhere }),\n ])\n\n return {\n institutions: [\n ...institutions,\n ...providerInstitutions.map((pi) => ({\n id: `provider[${pi.id}]`,\n name: pi.name,\n url: pi.url,\n logo: pi.logo,\n logoUrl: pi.logoUrl,\n primaryColor: pi.primaryColor,\n providers: [\n {\n id: pi.id,\n provider: pi.provider,\n providerId: pi.providerId,\n rank: pi.rank,\n },\n ],\n })),\n ],\n totalInstitutions: institutionCount + providerInstitutionCount,\n }\n }\n\n // autocomplete/search using postgres full-text search\n const tokens = query\n .trim()\n .split(/\\s+/gim) // remove whitespace\n .map((x) => x.replace(/\\W/gim, '')) // remove non-word characters\n .filter((x) => x.length > 0)\n .map((x) => `${x}:*`) // convert to prefix search query\n this.logger.debug(`converted query: \"${query}\" to tokens: ${JSON.stringify(tokens)}`)\n\n const q = Prisma.sql`(${Prisma.join(\n tokens.map((token) => Prisma.sql`to_tsquery('simple', ${token})`),\n ' && '\n )})`\n\n type InstitutionQueryResult = (Pick<\n Institution,\n 'id' | 'name' | 'url' | 'logo' | 'logoUrl' | 'primaryColor'\n > & {\n providers: Pick[]\n })[]\n\n const institutionSearchQuery = Prisma.sql`\n SELECT\n i.id,\n i.name,\n i.url,\n i.logo,\n i.logo_url AS \"logoUrl\",\n i.primary_color AS \"primaryColor\",\n jsonb_agg(jsonb_build_object('id', pi.id, 'provider', pi.provider, 'providerId', pi.provider_id, 'rank', pi.rank) ORDER BY pi.rank, pi.oauth DESC) AS providers\n FROM\n institution i\n INNER JOIN provider_institution pi ON pi.institution_id = i.id\n WHERE\n edge_ngram_tsvector(i.name) @@ ${q}\n AND pi.rank >= 0\n GROUP BY\n i.id\n ORDER BY\n ts_rank(edge_ngram_tsvector(i.name), ${q}, 1|16) DESC, length(i.name) ASC\n `\n\n const providerInstitutionSearchQuery = Prisma.sql`\n SELECT\n 'provider.' || pi.id AS id,\n pi.name,\n pi.url,\n pi.logo,\n pi.logo_url AS \"logoUrl\",\n pi.primary_color AS \"primaryColor\",\n jsonb_build_array(jsonb_build_object('id', pi.id, 'provider', pi.provider, 'providerId', pi.provider_id, 'rank', pi.rank)) AS providers\n FROM\n provider_institution pi\n WHERE\n pi.institution_id IS NULL\n AND edge_ngram_tsvector(pi.name) @@ ${q}\n AND pi.rank >= 0\n ORDER BY\n ts_rank(edge_ngram_tsvector(pi.name), ${q}, 1|16) DESC, length(pi.name) ASC\n `\n\n const [institutions, [{ count: institutionCount }], [{ count: providerInstitutionCount }]] =\n await this.prisma.$transaction([\n this.prisma.$queryRaw`\n ${institutionSearchQuery}\n LIMIT ${SharedType.PageSize.Institution}\n OFFSET ${page * SharedType.PageSize.Institution};\n `,\n this.prisma.$queryRaw<\n [{ count: bigint }]\n >`SELECT COUNT(*) FROM (${institutionSearchQuery}) q`,\n this.prisma.$queryRaw<\n [{ count: bigint }]\n >`SELECT COUNT(*) FROM (${providerInstitutionSearchQuery}) q`,\n ])\n\n const providerInstitutions =\n institutions.length < SharedType.PageSize.Institution\n ? await this.prisma.$queryRaw`\n ${providerInstitutionSearchQuery}\n LIMIT ${SharedType.PageSize.Institution - institutions.length}\n OFFSET ${Math.max(\n 0,\n page * SharedType.PageSize.Institution - Number(institutionCount)\n )};\n `\n : []\n\n return {\n institutions: [...institutions, ...providerInstitutions],\n totalInstitutions: Number(institutionCount + providerInstitutionCount),\n }\n }\n\n async sync(provider: Provider) {\n const institutions = await this.providers.for(provider).getInstitutions()\n this.logger.info(`fetched ${institutions.length} institutions for provider ${provider}`)\n\n for (const chunk of _.chunk(institutions, 2000)) {\n await this.pg.pool.query(\n sql`\n INSERT INTO provider_institution (provider, provider_id, name, url, logo, logo_url, primary_color, oauth, data)\n VALUES\n ${join(\n chunk.map(\n (institution) => sql`(\n ${provider},\n ${institution.providerId},\n ${institution.name},\n ${institution.url},\n ${institution.logo},\n ${institution.logoUrl},\n ${institution.primaryColor},\n ${institution.oauth},\n ${institution.data as any}\n )`\n )\n )}\n ON CONFLICT (provider, provider_id) DO UPDATE\n SET\n name = EXCLUDED.name,\n url = EXCLUDED.url,\n logo = EXCLUDED.logo,\n logo_url = EXCLUDED.logo_url,\n primary_color = EXCLUDED.primary_color,\n oauth = EXCLUDED.oauth,\n data = EXCLUDED.data;\n `\n )\n }\n\n await this.pg.pool.query(sql`\n DELETE FROM provider_institution\n WHERE\n provider = ${provider}\n AND provider_id NOT IN (${join(institutions.map((i) => i.providerId))})\n `)\n }\n\n async deduplicateInstitutions() {\n await this.prisma.$executeRaw`\n WITH duplicates AS (\n SELECT\n MAX(TRIM(pi.name)) AS name,\n x.url,\n array_agg(pi.id) AS provider_ids\n FROM\n provider_institution pi\n LEFT JOIN LATERAL (\n SELECT 'https://' || LOWER(TRIM(SPLIT_PART(pi.url, '://', 2))) AS url\n ) x ON true\n GROUP BY\n UPPER(TRIM(pi.name)),\n x.url\n HAVING\n COUNT(pi.id) > 1 AND COUNT(pi.institution_id) < COUNT(pi.id)\n ), institutions AS (\n INSERT INTO institution (name, url, logo, logo_url, primary_color)\n SELECT\n name,\n url,\n (SELECT logo FROM provider_institution pi WHERE pi.id = ANY(provider_ids) AND logo IS NOT NULL LIMIT 1),\n (SELECT logo_url FROM provider_institution pi WHERE pi.id = ANY(provider_ids) AND logo_url IS NOT NULL LIMIT 1),\n (SELECT primary_color FROM provider_institution pi WHERE pi.id = ANY(provider_ids) AND primary_color IS NOT NULL LIMIT 1)\n FROM\n duplicates\n ON CONFLICT (name, url) DO UPDATE\n SET\n name = EXCLUDED.name,\n url = EXCLUDED.url,\n logo = EXCLUDED.logo,\n logo_url = EXCLUDED.logo_url,\n primary_color = EXCLUDED.primary_color\n RETURNING id, name, url\n )\n UPDATE\n provider_institution pi\n SET\n institution_id = i.id,\n rank = (CASE WHEN pi.provider = 'TELLER' THEN 1 ELSE 0 END)\n FROM\n duplicates d\n INNER JOIN institutions i ON i.name = d.name AND i.url = d.url\n WHERE\n pi.id = ANY(d.provider_ids)\n AND pi.institution_id IS NULL;\n `\n }\n}\n" }, { "path": "libs/server/features/src/investment-transaction/index.ts", "content": "export * from './investment-transaction.schema'\n" }, { "path": "libs/server/features/src/investment-transaction/investment-transaction.schema.ts", "content": "import { z } from 'zod'\n\nexport const InvestmentTransactionCategorySchema = z.enum([\n 'buy',\n 'sell',\n 'dividend',\n 'transfer',\n 'tax',\n 'fee',\n 'cancel',\n 'other',\n])\n" }, { "path": "libs/server/features/src/plan/index.ts", "content": "export * from './plan.service'\nexport * from './plan.schema'\nexport * from './projection'\n" }, { "path": "libs/server/features/src/plan/plan.schema.ts", "content": "import Decimal from 'decimal.js'\nimport { z } from 'zod'\n\nconst DecimalSchema = z.union([z.number(), z.string(), z.instanceof(Decimal)])\nconst IdSchema = z.number().int()\nconst YearSchema = z.number().int().positive()\n\nconst RetirementTemplateSchema = z.object({\n retirementYear: z.number(),\n annualIncome: DecimalSchema.nullish(),\n annualRetirementIncome: DecimalSchema.nullish(),\n annualExpenses: DecimalSchema.nullish(),\n annualRetirementExpenses: DecimalSchema.nullish(),\n})\n\nexport const PlanTemplateSchema = z.discriminatedUnion('type', [\n z.object({\n type: z.literal('retirement'),\n data: RetirementTemplateSchema,\n }),\n z.object({\n type: z.literal('placeholder'),\n data: z.object({}).default({}),\n }),\n])\n\nexport type RetirementTemplate = z.infer\nexport type PlanTemplate = z.infer\n\nconst PlanEventCreateSchema = z.object({\n name: z.string(),\n category: z.string().nullish(),\n frequency: z.enum(['monthly', 'yearly']).optional(),\n initialValue: DecimalSchema.nullish(),\n initialValueRef: z.enum(['income', 'expenses']).nullish(),\n rate: DecimalSchema.optional(),\n startYear: YearSchema.nullish(),\n startMilestoneId: IdSchema.nullish(),\n endYear: YearSchema.nullish(),\n endMilestoneId: IdSchema.nullish(),\n})\n\nconst PlanEventUpdateSchema = PlanEventCreateSchema.partial()\n\nconst PlanMilestoneBaseCreateSchema = z.object({\n name: z.string(),\n category: z.string().optional(),\n})\n\nconst PlanMilestoneTypeCreateSchema = z.discriminatedUnion('type', [\n z.object({\n type: z.literal('year'),\n year: YearSchema,\n }),\n z.object({\n type: z.literal('net_worth'),\n expenseMultiple: z.number().nonnegative(),\n expenseYears: z.number().int().nonnegative(),\n }),\n])\n\nconst PlanMilestoneCreateSchema = PlanMilestoneBaseCreateSchema.and(PlanMilestoneTypeCreateSchema)\nconst PlanMilestoneUpdateSchema = PlanMilestoneBaseCreateSchema.partial().and(\n PlanMilestoneTypeCreateSchema\n)\n\nexport const PlanCreateSchema = z.object({\n name: z.string(),\n lifeExpectancy: z.number(),\n events: z.array(PlanEventCreateSchema).default([]),\n milestones: z.array(PlanMilestoneCreateSchema).default([]),\n})\n\nexport const PlanUpdateSchema = PlanCreateSchema.omit({ events: true, milestones: true })\n .extend({\n events: z\n .object({\n create: z.array(PlanEventCreateSchema),\n update: z.array(z.object({ id: IdSchema, data: PlanEventUpdateSchema })),\n delete: z.array(IdSchema),\n })\n .partial(),\n milestones: z\n .object({\n create: z.array(PlanMilestoneCreateSchema),\n update: z.array(z.object({ id: IdSchema, data: PlanMilestoneUpdateSchema })),\n delete: z.array(IdSchema),\n })\n .partial(),\n })\n .partial()\n" }, { "path": "libs/server/features/src/plan/plan.service.ts", "content": "import type { Prisma, Plan, User, PrismaClient, PlanEvent, PlanMilestone } from '@prisma/client'\nimport { PlanEventFrequency } from '@prisma/client'\nimport type { SharedType } from '@maybe-finance/shared'\nimport type { IInsightService } from '../account'\nimport type { IProjectionCalculator, ProjectionInput, ProjectionSeriesData } from './projection'\nimport type { PlanTemplate, RetirementTemplate } from './plan.schema'\nimport Decimal from 'decimal.js'\nimport { DateTime } from 'luxon'\nimport _ from 'lodash'\nimport { DateUtil, PlanUtil, SharedUtil, StatsUtil } from '@maybe-finance/shared'\nimport { AssetValue, monteCarlo } from './projection'\n\nconst PERCENTILES: Decimal[] = ['0.1', '0.9'].map((p) => new Decimal(p))\nconst MONTE_CARLO_N = 1_000\n\ntype PlanWithEventsMilestones = Plan & { events: PlanEvent[]; milestones: PlanMilestone[] }\ntype PlanWithEventsMilestonesUser = PlanWithEventsMilestones & { user: User }\n\ntype ValueRefMap = Record\n\nfunction resolveValueRef(valueRef: string, valueRefMap: ValueRefMap): Prisma.Decimal {\n return valueRefMap[valueRef] ?? 0\n}\n\nfunction yearToDate(year: number) {\n return DateTime.fromObject({ year }, { zone: 'utc' }).toISODate()\n}\n\n/**\n * Mapping of asset types -> [avg annual return, annual return standard deviation]\n */\nconst PROJECTION_ASSET_PARAMS: {\n [type in SharedType.ProjectionAssetType]: [mean: Decimal.Value, stddev: Decimal.Value]\n} = {\n stocks: ['0.05', '0.186'],\n fixed_income: ['0.02', '0.052'],\n cash: ['-0.02', '0.05'],\n crypto: ['1.0', '1.0'],\n property: ['0.1', '0.2'],\n other: ['-0.02', '0'],\n}\n\nexport interface IPlanService {\n get(id: Plan['id']): Promise\n getAll(userId: User['id']): Promise\n create(data: Prisma.PlanUncheckedCreateInput): Promise\n createWithTemplate(user: User, template: PlanTemplate): Promise\n update(id: Plan['id'], data: Prisma.PlanUncheckedUpdateInput): Promise\n updateWithTemplate(\n planId: Plan['id'],\n template: PlanTemplate,\n shouldReset?: boolean\n ): Promise\n delete(id: Plan['id']): Promise\n projections(id: Plan['id']): Promise\n}\n\nexport class PlanService implements IPlanService {\n constructor(\n private readonly prisma: PrismaClient,\n private readonly projectionCalculator: IProjectionCalculator,\n private readonly insightService: IInsightService\n ) {}\n\n async get(id: Plan['id']): Promise {\n const plan = await this.prisma.plan.findUniqueOrThrow({\n where: { id },\n include: {\n user: true,\n events: true,\n milestones: true,\n },\n })\n\n return this._mapToSharedPlan(plan, await this._getValueRefMap(plan.user.id))\n }\n\n async getAll(userId: User['id']): Promise {\n const [user, plans] = await Promise.all([\n this.prisma.user.findUniqueOrThrow({ where: { id: userId } }),\n this.prisma.plan.findMany({\n where: { userId },\n include: {\n events: true,\n milestones: true,\n },\n orderBy: { createdAt: 'desc' },\n }),\n ])\n\n const insights = await this.insightService.getPlanInsights({ userId: user.id })\n const valueRefMap = this._toValueRefMap(insights)\n\n return {\n plans: plans.map((plan) => this._mapToSharedPlan(plan, valueRefMap)),\n }\n }\n\n async create(data: Prisma.PlanUncheckedCreateInput) {\n return this.prisma.plan.create({\n data,\n })\n }\n\n async createWithTemplate(user: User, template: PlanTemplate) {\n const plan = await this._connectTemplate(template, async (tx, data) => {\n const _plan = await tx.plan.create({ data: { ...data, userId: user.id } })\n return _plan.id\n })\n\n const insights = await this.insightService.getPlanInsights({ userId: user.id })\n const valueRefMap = this._toValueRefMap(insights)\n\n return this._mapToSharedPlan(plan, valueRefMap)\n }\n\n async update(id: Plan['id'], data: Prisma.PlanUncheckedUpdateInput) {\n const plan = await this.prisma.plan.update({\n where: { id },\n include: {\n user: true,\n events: true,\n milestones: true,\n },\n data,\n })\n\n return this._mapToSharedPlan(plan, await this._getValueRefMap(plan.user.id))\n }\n\n async updateWithTemplate(planId: Plan['id'], template: PlanTemplate, reset = false) {\n // Clear out previous templates's milestones/events\n if (reset) {\n await this.prisma.plan.update({\n where: { id: planId },\n data: { events: { deleteMany: {} }, milestones: { deleteMany: {} } },\n })\n }\n\n const plan = await this._connectTemplate(template, planId)\n const insights = await this.insightService.getPlanInsights({ userId: plan.user.id })\n const valueRefMap = this._toValueRefMap(insights)\n\n return this._mapToSharedPlan(plan, valueRefMap)\n }\n\n async delete(id: Plan['id']) {\n return this.prisma.plan.delete({ where: { id } })\n }\n\n async projections(id: Plan['id']) {\n const plan = await this.prisma.plan.findUniqueOrThrow({\n where: { id },\n include: {\n user: true,\n events: true,\n milestones: true,\n },\n })\n\n const insights = await this.insightService.getPlanInsights({ userId: plan.user.id })\n\n const age = DateUtil.dobToAge(plan.user.dob) ?? PlanUtil.DEFAULT_AGE\n\n const inputTheo = this._toProjectionInput(plan, age, insights, false)\n const theo = this.projectionCalculator.calculate(inputTheo)\n\n const inputRandomized = this._toProjectionInput(plan, age, insights, true)\n const simulations = monteCarlo(() => this.projectionCalculator.calculate(inputRandomized), {\n n: MONTE_CARLO_N,\n })\n\n const simulationStats = _.zipWith(...simulations, (...series) => {\n const year = series[0].year\n const netWorths = series.map((d) => d.netWorth)\n const successRate = StatsUtil.rateOf(netWorths, (netWorth) => netWorth.gt(0))\n\n return {\n year,\n percentiles: StatsUtil.quantiles(netWorths, PERCENTILES),\n successRate,\n }\n })\n\n const simulationsByPercentile = PERCENTILES.map((percentile, idx) => ({\n percentile,\n simulation: simulationStats.map(({ year, percentiles }) => ({\n year,\n netWorth: percentiles[idx],\n })),\n }))\n\n const planMapped = this._mapToSharedPlan(plan, this._toValueRefMap(insights))\n\n return {\n input: inputRandomized,\n projection: this._mapToProjectionTimeSeries(theo, simulationStats, planMapped, age),\n simulations: simulationsByPercentile.map(({ percentile, simulation }) => ({\n percentile,\n simulation: this._mapToSimulationTimeSeries(simulation, age),\n })),\n }\n }\n\n private async _connectTemplate(\n template: PlanTemplate,\n planIdAccessor:\n | ((\n tx: Prisma.TransactionClient,\n data: Omit\n ) => Promise)\n | Plan['id']\n ) {\n return this.prisma.$transaction(async (tx) => {\n let updatedPlan: PlanWithEventsMilestonesUser\n\n switch (template.type) {\n case 'retirement': {\n const _planId =\n typeof planIdAccessor === 'function'\n ? await planIdAccessor(tx, { name: 'Retirement Plan' })\n : planIdAccessor\n\n updatedPlan = await this._connectRetirementTemplate(tx, _planId, template.data)\n\n break\n }\n default: {\n throw new Error('Template not implemented')\n }\n }\n\n return updatedPlan\n })\n }\n\n private async _connectRetirementTemplate(\n tx: Prisma.TransactionClient,\n planId: Plan['id'],\n data: RetirementTemplate & { userAge?: number }\n ) {\n const milestone = await tx.planMilestone.create({\n data: {\n planId,\n name: 'Retirement',\n category: PlanUtil.PlanMilestoneCategory.Retirement,\n type: 'year',\n year: data.retirementYear,\n },\n })\n\n return await tx.plan.update({\n where: { id: planId },\n data: {\n events: {\n createMany: {\n data: [\n // User's current income, stops at retirement\n {\n name: 'Income (current)',\n endMilestoneId: milestone.id,\n frequency: PlanEventFrequency.yearly,\n initialValue: data.annualIncome ? data.annualIncome : undefined,\n initialValueRef: data.annualIncome ? undefined : 'income',\n },\n\n // User's retirement income - if not specified, we assume no income\n ...(data.annualRetirementIncome\n ? [\n {\n name: 'Income (retirement)',\n startMilestoneId: milestone.id,\n frequency: PlanEventFrequency.yearly,\n initialValue: data.annualRetirementIncome,\n },\n ]\n : []),\n\n // User's current expenses, stops at retirement\n {\n name: 'Expenses (current)',\n endMilestoneId: milestone.id,\n frequency: PlanEventFrequency.yearly,\n initialValue: data.annualExpenses ? data.annualExpenses : undefined,\n initialValueRef: data.annualExpenses ? undefined : 'expenses',\n },\n\n // User's post-retirement expenses - if not specified, defaults to current expenses\n {\n name: 'Expenses (retirement)',\n startMilestoneId: milestone.id,\n frequency: PlanEventFrequency.yearly,\n initialValue: data.annualRetirementExpenses\n ? data.annualRetirementExpenses\n : undefined,\n initialValueRef: data.annualRetirementExpenses\n ? undefined\n : 'expenses',\n },\n ],\n },\n },\n },\n include: {\n user: true,\n events: true,\n milestones: true,\n },\n })\n }\n\n private _toProjectionInput(\n plan: PlanWithEventsMilestones,\n age: number,\n insights: SharedType.PlanInsights,\n randomized: boolean\n ): ProjectionInput {\n const valueRefMap = this._toValueRefMap(insights)\n\n return {\n years: plan.lifeExpectancy - age + 1,\n assets: insights.projectionAssetBreakdown.map(({ type, amount }) => {\n const [mean, std] = PROJECTION_ASSET_PARAMS[type]\n return {\n id: type,\n value: new AssetValue(amount.toString(), mean, randomized ? std : 0),\n }\n }),\n liabilities: insights.projectionLiabilityBreakdown.map(({ type, amount }) => {\n return {\n id: type,\n value: new AssetValue(amount.toString()),\n }\n }),\n events: plan.events.map(\n ({\n id,\n startYear,\n startMilestoneId,\n endYear,\n endMilestoneId,\n frequency,\n initialValue,\n initialValueRef,\n rate,\n }) => {\n const value = initialValue ?? resolveValueRef(initialValueRef!, valueRefMap)\n\n const valueYearly = Decimal.mul(\n value.toString(),\n frequency === 'monthly' ? 12 : 1\n )\n\n return {\n id: id.toString(),\n value: new AssetValue(valueYearly, rate.toString()),\n start: startYear ?? startMilestoneId?.toString(),\n end: endYear ?? endMilestoneId?.toString(),\n }\n }\n ),\n milestones: plan.milestones.map((milestone) => {\n switch (milestone.type) {\n case 'year':\n return {\n id: milestone.id.toString(),\n type: 'year',\n year: milestone.year!,\n }\n case 'net_worth':\n return {\n id: milestone.id.toString(),\n type: 'net-worth',\n expenseMultiple: milestone.expenseMultiple!,\n expenseYears: milestone.expenseYears!,\n }\n }\n }),\n }\n }\n\n private _toValueRefMap(insights: SharedType.PlanInsights): ValueRefMap {\n return {\n income: insights.income.toDP(2),\n expenses: insights.expenses.negated().toDP(2),\n }\n }\n\n private async _getValueRefMap(userId: User['id']): Promise {\n const insights = await this.insightService.getPlanInsights({ userId })\n return this._toValueRefMap(insights)\n }\n\n /**\n * Converts a plan to its DTO representation.\n */\n private _mapToSharedPlan(\n plan: Plan & {\n events: PlanEvent[]\n milestones: PlanMilestone[]\n },\n valueRefMap: ValueRefMap\n ): SharedType.Plan {\n return {\n ...plan,\n events: plan.events.map((event) => ({\n ...event,\n initialValue: event.initialValueRef\n ? resolveValueRef(event.initialValueRef, valueRefMap)\n : event.initialValue!,\n })),\n }\n }\n\n private _mapToProjectionTimeSeries(\n theo: ProjectionSeriesData[],\n simulationStats: { year: number; successRate: Decimal }[],\n plan: SharedType.Plan,\n currentAge: number\n ): SharedType.TimeSeries {\n return {\n interval: 'years',\n start: yearToDate(theo[0].year),\n end: yearToDate(theo[theo.length - 1].year),\n data: theo.map((data, idx) => {\n const { successRate } = simulationStats.find((x) => x.year === data.year)!\n return {\n date: yearToDate(data.year),\n values: {\n age: currentAge + idx,\n year: data.year,\n netWorth: data.netWorth,\n events: data.events\n .map((e) => {\n const event = plan.events.find((event) => event.id === +e.id)\n return event ? { event, calculatedValue: e.balance } : undefined\n })\n .filter(SharedUtil.nonNull),\n milestones: data.milestones\n .map((m) => plan.milestones.find((milestone) => milestone.id === +m.id))\n .filter(SharedUtil.nonNull),\n successRate,\n },\n }\n }),\n }\n }\n\n private _mapToSimulationTimeSeries(\n simulation: { year: number; netWorth: Decimal }[],\n currentAge: number\n ): SharedType.TimeSeries {\n return {\n interval: 'years',\n start: yearToDate(simulation[0].year),\n end: yearToDate(simulation[simulation.length - 1].year),\n data: simulation.map((data, idx) => ({\n date: yearToDate(data.year),\n values: {\n age: currentAge + idx,\n year: data.year,\n netWorth: data.netWorth,\n },\n })),\n }\n }\n}\n" }, { "path": "libs/server/features/src/plan/projection/index.ts", "content": "export * from './projection-calculator'\nexport * from './projection-value'\nexport * from './monte-carlo'\n" }, { "path": "libs/server/features/src/plan/projection/monte-carlo.spec.ts", "content": "import Decimal from 'decimal.js'\nimport { monteCarlo } from './monte-carlo'\n\nconst d = (x: Decimal.Value) => new Decimal(x)\n\ndescribe('monte carlo', () => {\n it('simulates', () => {\n const results = monteCarlo(() => Math.random(), {\n n: 1_000,\n })\n\n expect(results).toHaveLength(1_000)\n })\n})\n" }, { "path": "libs/server/features/src/plan/projection/monte-carlo.ts", "content": "import range from 'lodash/range'\n\ntype MonteCarloOptions = {\n n: number\n}\n\nexport function monteCarlo(\n fn: (i: number) => T,\n { n = 1_000 }: Partial = {}\n) {\n return range(n).map(fn)\n}\n" }, { "path": "libs/server/features/src/plan/projection/projection-calculator.spec.ts", "content": "import Decimal from 'decimal.js'\nimport { DateTime } from 'luxon'\nimport { AssetValue } from './projection-value'\nimport { ProjectionCalculator } from './projection-calculator'\n\nexpect.extend({\n toEqualDecimal(\n received: Decimal.Value,\n expected: Decimal.Value,\n threshold: Decimal.Value = '0.01'\n ) {\n const pass = Decimal.sub(received, expected).abs().lt(threshold)\n return {\n pass,\n message: () =>\n `expected ${this.utils.printReceived(received)} ${\n pass ? `not to be` : 'to be'\n } within ${threshold} of ${this.utils.printExpected(expected)}`,\n }\n },\n})\n\ninterface CustomMatchers {\n toEqualDecimal(expected: Decimal.Value, threshold?: Decimal.Value): R\n}\n\n/* eslint-disable */\ndeclare global {\n namespace jest {\n interface Expect extends CustomMatchers {}\n interface Matchers extends CustomMatchers {}\n interface InverseAsymmetricMatchers extends CustomMatchers {}\n }\n}\n/* eslint-enable */\n\nconst calculator = new ProjectionCalculator()\n\ndescribe('projection service', () => {\n it('simulates assets', () => {\n const series = calculator.calculate(\n {\n years: 30,\n assets: [\n { id: 'stock', value: new AssetValue(800, 0.05) },\n { id: 'bonds', value: new AssetValue(150, 0.02) },\n { id: 'cash', value: new AssetValue(50, -0.2) },\n ],\n liabilities: [],\n events: [],\n milestones: [],\n },\n DateTime.fromISO('2022-01-01')\n )\n\n expect(series).toHaveLength(30)\n\n series.forEach((data) => {\n expect(data.assets).toHaveLength(3)\n })\n\n expect(series[0]).toMatchObject({ year: 2022, netWorth: expect.toEqualDecimal(1000) })\n expect(series[1]).toMatchObject({ year: 2023, netWorth: expect.toEqualDecimal(1033) })\n expect(series[2]).toMatchObject({ year: 2024, netWorth: expect.toEqualDecimal(1067.09) })\n expect(series[29]).toMatchObject({ year: 2051, netWorth: expect.toEqualDecimal(2563.95) })\n })\n\n it('simulates liabilities', () => {\n const series = calculator.calculate(\n {\n years: 10,\n assets: [{ id: 'asset', value: new AssetValue(100) }],\n liabilities: [{ id: 'liability', value: new AssetValue(50) }],\n events: [],\n milestones: [],\n },\n DateTime.fromISO('2022-01-01')\n )\n\n expect(series).toHaveLength(10)\n\n series.forEach((data) => {\n expect(data.liabilities).toHaveLength(1)\n })\n\n expect(series[0]).toMatchObject({ year: 2022, netWorth: expect.toEqualDecimal(50) })\n expect(series[1]).toMatchObject({ year: 2023, netWorth: expect.toEqualDecimal(50) })\n expect(series[2]).toMatchObject({ year: 2024, netWorth: expect.toEqualDecimal(50) })\n expect(series[9]).toMatchObject({ year: 2031, netWorth: expect.toEqualDecimal(50) })\n })\n\n it('simulates events', () => {\n const series = calculator.calculate(\n {\n years: 30,\n assets: [\n { id: 'stock', value: new AssetValue(800, 0.05) },\n { id: 'bonds', value: new AssetValue(150, 0.02) },\n { id: 'cash', value: new AssetValue(50, -0.03) },\n ],\n liabilities: [],\n events: [\n { id: 'salary', value: new AssetValue(2000) },\n { id: 'rent', value: new AssetValue(-1000) },\n { id: 'windfall', value: new AssetValue(100), start: 2025, end: 2025 },\n ],\n milestones: [],\n },\n DateTime.fromISO('2022-01-01')\n )\n\n expect(series).toHaveLength(30)\n expect(series[0]).toMatchObject({ year: 2022, netWorth: expect.toEqualDecimal(2000) })\n expect(series[1]).toMatchObject({ year: 2023, netWorth: expect.toEqualDecimal(3083) })\n expect(series[2]).toMatchObject({ year: 2024, netWorth: expect.toEqualDecimal(4210.94) })\n expect(series[2].events).toHaveLength(2)\n expect(series[3]).toMatchObject({ year: 2025, netWorth: expect.toEqualDecimal(5485.7) })\n expect(series[3].events).toHaveLength(3)\n expect(series[4]).toMatchObject({ year: 2026, netWorth: expect.toEqualDecimal(6713.36) })\n expect(series[4].events).toHaveLength(2)\n })\n\n it('simulates milestones', () => {\n const series = calculator.calculate(\n {\n years: 30,\n assets: [\n { id: 'stock', value: new AssetValue(800, 0.05) },\n { id: 'bonds', value: new AssetValue(150, 0.02) },\n { id: 'cash', value: new AssetValue(50, -0.03) },\n ],\n liabilities: [],\n events: [\n { id: 'salary', value: new AssetValue(2000), end: 'fi' },\n { id: 'rent', value: new AssetValue(-1000) },\n {\n id: 'fi-spend',\n value: new AssetValue(-100),\n start: 'fi',\n end: 'retirement',\n },\n { id: 'retirement-spend', value: new AssetValue(-100), start: 'retirement' },\n ],\n milestones: [\n { id: 'fi', type: 'net-worth', expenseMultiple: 25, expenseYears: 3 },\n { id: 'retirement', type: 'year', year: 2050 },\n ],\n },\n DateTime.fromISO('2022-01-01')\n )\n\n expect(series).toHaveLength(30)\n expect(series[0]).toMatchObject({ year: 2022, netWorth: expect.toEqualDecimal(2000) })\n expect(series[1]).toMatchObject({ year: 2023, netWorth: expect.toEqualDecimal(3083) })\n expect(series[2]).toMatchObject({ year: 2024, netWorth: expect.toEqualDecimal(4210.94) })\n\n // year before `fi` milestone\n expect(series[15].events.map((e) => e.id)).toEqual(['salary', 'rent'])\n // year of `fi` milestone\n expect(series[16].events.map((e) => e.id)).toEqual(['salary', 'rent'])\n expect(series[16].milestones.map((m) => m.id)).toEqual(['fi'])\n // year after `fi` milestone\n expect(series[17].events.map((e) => e.id)).toEqual(['rent', 'fi-spend'])\n\n // year before `retirement` milestone\n expect(series[27].events.map((e) => e.id)).toEqual(['rent', 'fi-spend'])\n // year of `retirement` milestone\n expect(series[28].events.map((e) => e.id)).toEqual(['rent', 'fi-spend', 'retirement-spend'])\n expect(series[28].milestones.map((m) => m.id)).toEqual(['retirement'])\n // year after `retirement` milestone\n expect(series[29].events.map((e) => e.id)).toEqual(['rent', 'retirement-spend'])\n })\n\n it('events end in same year as referenced milestone', () => {\n const series = calculator.calculate(\n {\n years: 10,\n assets: [],\n liabilities: [],\n events: [{ id: 'income', value: new AssetValue(1_000), end: 'retirement' }],\n milestones: [{ id: 'retirement', type: 'year', year: 2025 }],\n },\n DateTime.fromISO('2022-01-01')\n )\n\n // 2024\n expect(series[2].events).toHaveLength(1)\n expect(series[2].milestones).toHaveLength(0)\n\n // 2025\n expect(series[3].events).toHaveLength(1)\n expect(series[3].milestones).toHaveLength(1)\n\n // 2026\n expect(series[4].events).toHaveLength(0)\n expect(series[4].milestones).toHaveLength(0)\n })\n})\n" }, { "path": "libs/server/features/src/plan/projection/projection-calculator.ts", "content": "import type { ProjectionValue } from './projection-value'\nimport type Decimal from 'decimal.js'\nimport { DateTime } from 'luxon'\nimport { NumberUtil } from '@maybe-finance/shared'\nimport range from 'lodash/range'\n\nexport type ProjectionAsset = {\n id: string\n value: ProjectionValue\n}\n\nexport type ProjectionLiability = {\n id: string\n value: ProjectionValue\n}\n\nexport type ProjectionMilestone = {\n id: string\n} & (\n | {\n type: 'year'\n year: number\n }\n | {\n type: 'net-worth'\n expenseMultiple: number\n expenseYears: number\n }\n)\n\nexport type ProjectionEvent = {\n id: string\n value: ProjectionValue\n start?: number | ProjectionMilestone['id'] | null\n end?: number | ProjectionMilestone['id'] | null\n}\n\nexport type ProjectionInput = {\n years: number\n assets: ProjectionAsset[]\n liabilities: ProjectionLiability[]\n events: ProjectionEvent[]\n milestones: ProjectionMilestone[]\n}\n\nexport type ProjectionSeriesData = {\n year: number\n netWorth: Decimal\n assets: { id: ProjectionAsset['id']; balance: Decimal }[]\n liabilities: { id: ProjectionLiability['id']; balance: Decimal }[]\n events: { id: ProjectionEvent['id']; balance: Decimal }[]\n milestones: { id: ProjectionMilestone['id'] }[]\n}\n\nexport interface IProjectionCalculator {\n calculate(input: ProjectionInput, now?: DateTime): ProjectionSeriesData[]\n}\n\nexport class ProjectionCalculator implements IProjectionCalculator {\n calculate(input: ProjectionInput, now = DateTime.now()): ProjectionSeriesData[] {\n const initialAssets = NumberUtil.sumBy(input.assets, (a) => a.value.initialValue)\n const assetsWithAllocation = input.assets.map((asset) => ({\n ...asset,\n allocation: asset.value.initialValue.dividedBy(initialAssets),\n }))\n\n const milestones: { id: ProjectionMilestone['id']; year: number }[] = input.milestones\n .filter((m): m is Extract => m.type === 'year')\n .map((m) => ({ id: m.id, year: m.year }))\n\n return range(input.years).reduce((acc, t) => {\n const year = now.year + t\n\n // events\n const events = input.events\n .filter((e) => this.isActive(e, year, milestones))\n .map((event) => {\n if (t === 0) {\n return { id: event.id, balance: event.value.initialValue }\n }\n\n const balancePrev = acc[t - 1]!.events.find((e) => e.id === event.id)?.balance\n\n return {\n id: event.id,\n balance: event.value.next(balancePrev),\n }\n })\n const netEvents = NumberUtil.sumBy(events, (e) => e.balance)\n\n // assets\n const assets = assetsWithAllocation.map((asset) => {\n if (t === 0) {\n return {\n id: asset.id,\n balance: asset.value.initialValue,\n }\n }\n\n // in order to determine this asset's last balance we assume a constant allocation\n // of contributions (ie. netEventsPrev) based on the initial (t0) allocation\n // that way we don't have to do any manual \"rebalancing\" of the asset portfolio\n const netAssetsPrev = NumberUtil.sumBy(acc[t - 1]!.assets, (a) => a.balance)\n const netEventsPrev = NumberUtil.sumBy(acc[t - 1]!.events, (e) => e.balance)\n const balancePrev = netAssetsPrev.plus(netEventsPrev).times(asset.allocation)\n\n return {\n id: asset.id,\n balance: asset.value.next(balancePrev),\n }\n })\n const assetsTotal = NumberUtil.sumBy(assets, (a) => a.balance)\n\n // liabilities\n const liabilities = input.liabilities.map((liability, idx) => {\n if (t === 0) {\n return {\n id: liability.id,\n balance: liability.value.initialValue,\n }\n }\n\n // ToDo: update this logic to apply \"payments\" made each year towards this liability (via `netEventsPrev`) so that the balance goes down over time.\n // - we'll need to figure out priority for how excess money gets distributed between assets vs liabilities\n // - ProjectionLab handles this by allowing user to allocate $X/yr to each liability, or specify a payment plan (eg. \"Pay over 10 years\"), or specify % of excess cash that gets put towards paying down debt\n const balancePrev = acc[t - 1]!.liabilities[idx]!.balance\n\n return {\n id: liability.id,\n balance: liability.value.next(balancePrev),\n }\n })\n const liabilitiesTotal = NumberUtil.sumBy(liabilities, (l) => l.balance)\n\n const netWorth = assetsTotal.minus(liabilitiesTotal).plus(netEvents)\n\n // milestones\n milestones.push(\n ...input.milestones\n .filter(({ id }) => !milestones.some((m) => m.id === id))\n .map((milestone) => {\n switch (milestone.type) {\n case 'net-worth': {\n const data = acc.slice(-milestone.expenseYears)\n const target = NumberUtil.sumBy(data, ({ events }) =>\n NumberUtil.sumBy(\n events.filter((e) => e.balance.lt(0)),\n (e) => e.balance.abs()\n )\n )\n .dividedBy(data.length)\n .times(milestone.expenseMultiple)\n\n return {\n id: milestone.id,\n year: netWorth.gte(target) ? year : null,\n }\n }\n default:\n return { id: milestone.id, year: milestone.year }\n }\n })\n .filter((m): m is typeof milestones[0] => m.year != null)\n )\n\n acc.push({\n year,\n netWorth,\n assets,\n liabilities,\n events,\n milestones: milestones.filter((m) => m.year === year),\n })\n\n return acc\n }, [] as ProjectionSeriesData[])\n }\n\n private isActive(\n event: ProjectionEvent,\n year: number,\n milestones: { id: ProjectionMilestone['id']; year: number }[]\n ): boolean {\n const hasStarted =\n event.start == null ||\n (typeof event.start === 'number' && year >= event.start) ||\n (typeof event.start === 'string' &&\n milestones.some((m) => m.id === event.start && year >= m.year))\n\n const hasEnded =\n (typeof event.end === 'number' && year > event.end) ||\n (typeof event.end === 'string' &&\n milestones.some((m) => m.id === event.end && year > m.year))\n\n return hasStarted && !hasEnded\n }\n}\n" }, { "path": "libs/server/features/src/plan/projection/projection-value.spec.ts", "content": "import { Decimal } from 'decimal.js'\nimport { AssetValue } from './projection-value'\n\nconst d = (n: Decimal.Value) => new Decimal(n)\n\ndescribe('asset value', () => {\n it('never generates negative values', () => {\n const value = new AssetValue(1, -2)\n expect(value.initialValue).toEqual(d(1))\n\n const next = value.next()\n expect(next).toEqual(d(0))\n expect(value.next(next)).toEqual(d(0))\n })\n})\n" }, { "path": "libs/server/features/src/plan/projection/projection-value.ts", "content": "import { StatsUtil } from '@maybe-finance/shared'\nimport Decimal from 'decimal.js'\n\nexport type ProjectionValue = {\n initialValue: Decimal\n\n /**\n * @param previousValue the value to compute next from (defaults to `initialValue`)\n */\n next(previousValue?: Decimal.Value): Decimal\n}\n\n/**\n * Models an asset's value.\n */\nexport class AssetValue implements ProjectionValue {\n readonly initialValue: Decimal\n readonly rate: Decimal\n readonly stddev: Decimal\n\n /**\n * @param initialValue initial asset value\n * @param rate average rate of return\n * @param stddev stddev used to simulate rate of return\n */\n constructor(initialValue: Decimal.Value, rate: Decimal.Value = 0, stddev: Decimal.Value = 0) {\n this.initialValue = new Decimal(initialValue)\n this.rate = new Decimal(rate)\n this.stddev = new Decimal(stddev)\n }\n\n next(previousValue: Decimal.Value = this.initialValue): Decimal {\n // avoid calculating `randomNormal` if stddev=0 for performance\n const rate = this.stddev.isZero()\n ? this.rate\n : StatsUtil.randomNormal(this.rate, this.stddev)\n\n // need to clamp the minimum rate at -100% since an asset can never lose more than 100% of its value.\n return rate.clamp(-1, Infinity).times(previousValue).plus(previousValue)\n }\n}\n" }, { "path": "libs/server/features/src/providers/index.ts", "content": "export * from './teller'\nexport * from './vehicle'\nexport * from './property'\n" }, { "path": "libs/server/features/src/providers/property/index.ts", "content": "export * from './property.service'\n" }, { "path": "libs/server/features/src/providers/property/property.service.ts", "content": "import type { Account } from '@prisma/client'\nimport type { Logger } from 'winston'\nimport type { IETL, SyncAccountOptions } from '@maybe-finance/server/shared'\nimport type { IAccountProvider } from '../../account'\nimport { etl } from '@maybe-finance/server/shared'\n\nexport type PropertyData = {\n pricing: {}\n}\n\nexport class PropertyService implements IAccountProvider, IETL {\n public constructor(private readonly logger: Logger) {}\n\n async sync(account: Account, _options?: SyncAccountOptions) {\n await etl(this, account)\n }\n\n async delete(_account: Account) {\n // ToDo: implement if needed\n }\n\n async extract(_account: Account) {\n // ToDo: fetch pricing from Zillow|Redfin\n return {\n pricing: {},\n }\n }\n\n transform(_account: Account, data: PropertyData) {\n return Promise.resolve(data)\n }\n\n async load(_account: Account, _data: PropertyData) {\n // ToDo: save pricing valuation\n throw new Error('Method not implemented.')\n }\n}\n" }, { "path": "libs/server/features/src/providers/teller/index.ts", "content": "export * from './teller.webhook'\nexport * from './teller.service'\nexport * from './teller.etl'\n" }, { "path": "libs/server/features/src/providers/teller/teller.etl.ts", "content": "import type { AccountConnection, PrismaClient } from '@prisma/client'\nimport { AccountClassification } from '@prisma/client'\nimport type { Logger } from 'winston'\nimport { AccountUtil, SharedUtil, type SharedType } from '@maybe-finance/shared'\nimport type { TellerApi, TellerTypes } from '@maybe-finance/teller-api'\nimport { DbUtil, TellerUtil, type IETL, type ICryptoService } from '@maybe-finance/server/shared'\nimport { Prisma } from '@prisma/client'\nimport _ from 'lodash'\nimport { DateTime } from 'luxon'\n\nexport type TellerRawData = {\n accounts: TellerTypes.Account[]\n transactions: TellerTypes.Transaction[]\n transactionsDateRange: SharedType.DateRange\n}\n\nexport type TellerData = {\n accounts: TellerTypes.AccountWithBalances[]\n transactions: TellerTypes.Transaction[]\n transactionsDateRange: SharedType.DateRange\n}\n\ntype Connection = Pick<\n AccountConnection,\n 'id' | 'userId' | 'tellerInstitutionId' | 'tellerAccessToken'\n>\n\nconst maybeCategoryByTellerCategory: Record<\n Required['category'],\n string\n> = {\n accommodation: 'Travel',\n advertising: 'Other',\n bar: 'Food and Drink',\n charity: 'Other',\n clothing: 'Shopping',\n dining: 'Food and Drink',\n education: 'Other',\n electronics: 'Shopping',\n entertainment: 'Shopping',\n fuel: 'Transportation',\n general: 'Other',\n groceries: 'Food and Drink',\n health: 'Health',\n home: 'Home Improvement',\n income: 'Income',\n insurance: 'Other',\n investment: 'Other',\n loan: 'Other',\n office: 'Other',\n phone: 'Utilities',\n service: 'Other',\n shopping: 'Shopping',\n software: 'Shopping',\n sport: 'Shopping',\n tax: 'Other',\n transport: 'Transportation',\n transportation: 'Transportation',\n utilities: 'Utilities',\n}\n\nexport class TellerETL implements IETL {\n public constructor(\n private readonly logger: Logger,\n private readonly prisma: PrismaClient,\n private readonly teller: Pick<\n TellerApi,\n 'getAccounts' | 'getTransactions' | 'getAccountBalances'\n >,\n private readonly crypto: ICryptoService\n ) {}\n\n async extract(connection: Connection): Promise {\n if (!connection.tellerInstitutionId) {\n throw new Error(`connection ${connection.id} is missing tellerInstitutionId`)\n }\n if (!connection.tellerAccessToken) {\n throw new Error(`connection ${connection.id} is missing tellerAccessToken`)\n }\n\n const accessToken = this.crypto.decrypt(connection.tellerAccessToken)\n\n const user = await this.prisma.user.findUniqueOrThrow({\n where: { id: connection.userId },\n select: {\n id: true,\n tellerUserId: true,\n },\n })\n\n if (!user.tellerUserId) {\n throw new Error(`user ${user.id} is missing tellerUserId`)\n }\n\n // TODO: Check if Teller supports date ranges for transactions\n const transactionsDateRange = {\n start: DateTime.now().minus(TellerUtil.TELLER_WINDOW_MAX),\n end: DateTime.now(),\n }\n\n const accounts = await this._extractAccounts(accessToken)\n\n const transactions = await this._extractTransactions(accessToken, accounts)\n\n this.logger.info(\n `Extracted Teller data for customer ${user.tellerUserId} accounts=${accounts.length} transactions=${transactions.length}`,\n { connection: connection.id, transactionsDateRange }\n )\n\n return {\n accounts,\n transactions,\n transactionsDateRange,\n }\n }\n\n async transform(_connection: Connection, data: TellerData): Promise {\n return {\n ...data,\n }\n }\n\n async load(connection: Connection, data: TellerData): Promise {\n await this.prisma.$transaction([\n ...this._loadAccounts(connection, data),\n ...this._loadTransactions(connection, data),\n ])\n\n this.logger.info(`Loaded Teller data for connection ${connection.id}`, {\n connection: connection.id,\n })\n }\n\n private async _extractAccounts(accessToken: string) {\n const accounts = await this.teller.getAccounts({ accessToken })\n return accounts\n }\n\n private _loadAccounts(connection: Connection, { accounts }: Pick) {\n return [\n // upsert accounts\n ...accounts.map((tellerAccount) => {\n const type = TellerUtil.getType(tellerAccount.type)\n const classification = AccountUtil.getClassification(type)\n\n return this.prisma.account.upsert({\n where: {\n accountConnectionId_tellerAccountId: {\n accountConnectionId: connection.id,\n tellerAccountId: tellerAccount.id,\n },\n },\n create: {\n type: TellerUtil.getType(tellerAccount.type),\n provider: 'teller',\n categoryProvider: TellerUtil.tellerTypesToCategory(tellerAccount.type),\n subcategoryProvider: tellerAccount.subtype ?? 'other',\n accountConnectionId: connection.id,\n userId: connection.userId,\n tellerAccountId: tellerAccount.id,\n name: tellerAccount.name,\n tellerType: tellerAccount.type,\n tellerSubtype: tellerAccount.subtype,\n mask: tellerAccount.last_four,\n ...TellerUtil.getAccountBalanceData(tellerAccount, classification),\n },\n update: {\n type: TellerUtil.getType(tellerAccount.type),\n categoryProvider: TellerUtil.tellerTypesToCategory(tellerAccount.type),\n subcategoryProvider: tellerAccount.subtype ?? 'other',\n tellerType: tellerAccount.type,\n tellerSubtype: tellerAccount.subtype,\n ..._.omit(TellerUtil.getAccountBalanceData(tellerAccount, classification), [\n 'currentBalanceStrategy',\n 'availableBalanceStrategy',\n ]),\n },\n })\n }),\n // any accounts that are no longer in Teller should be marked inactive\n this.prisma.account.updateMany({\n where: {\n accountConnectionId: connection.id,\n AND: [\n { tellerAccountId: { not: null } },\n { tellerAccountId: { notIn: accounts.map((a) => a.id) } },\n ],\n },\n data: {\n isActive: false,\n },\n }),\n ]\n }\n\n private async _extractTransactions(\n accessToken: string,\n tellerAccounts: TellerTypes.GetAccountsResponse\n ) {\n const accountTransactions = await Promise.all(\n tellerAccounts.map(async (tellerAccount) => {\n const type = TellerUtil.getType(tellerAccount.type)\n const classification = AccountUtil.getClassification(type)\n\n const transactions = await SharedUtil.withRetry(\n () =>\n this.teller.getTransactions({\n accountId: tellerAccount.id,\n accessToken,\n }),\n {\n maxRetries: 3,\n }\n )\n if (classification === AccountClassification.asset) {\n transactions.forEach((t) => {\n t.amount = String(Number(t.amount) * -1)\n })\n }\n\n return transactions\n })\n )\n return accountTransactions.flat()\n }\n\n private _loadTransactions(\n connection: Connection,\n {\n transactions,\n transactionsDateRange,\n }: Pick\n ) {\n if (!transactions.length) return []\n\n const txnUpsertQueries = _.chunk(transactions, 1_000).map((chunk) => {\n return this.prisma.$executeRaw`\n INSERT INTO transaction (account_id, teller_transaction_id, date, name, amount, pending, currency_code, merchant_name, teller_type, teller_category, category)\n VALUES\n ${Prisma.join(\n chunk.map((tellerTransaction) => {\n const {\n id: transactionId,\n account_id,\n description,\n amount,\n status,\n type,\n details,\n date,\n } = tellerTransaction\n\n return Prisma.sql`(\n (SELECT id FROM account WHERE account_connection_id = ${\n connection.id\n } AND teller_account_id = ${account_id.toString()}),\n ${transactionId},\n ${date}::date,\n ${description},\n ${DbUtil.toDecimal(Number(amount))},\n ${status === 'pending'},\n ${'USD'},\n ${details.counterparty?.name ?? ''},\n ${type},\n ${details.category ?? ''},\n ${maybeCategoryByTellerCategory[details.category ?? ''] ?? 'Other'}\n )`\n })\n )}\n ON CONFLICT (teller_transaction_id) DO UPDATE\n SET\n name = EXCLUDED.name,\n amount = EXCLUDED.amount,\n pending = EXCLUDED.pending,\n merchant_name = EXCLUDED.merchant_name,\n teller_type = EXCLUDED.teller_type,\n teller_category = EXCLUDED.teller_category,\n category = EXCLUDED.category;\n `\n })\n\n return [\n // upsert transactions\n ...txnUpsertQueries,\n // delete teller-specific transactions that are no longer in teller\n this.prisma.transaction.deleteMany({\n where: {\n account: {\n accountConnectionId: connection.id,\n },\n AND: [\n { tellerTransactionId: { not: null } },\n { tellerTransactionId: { notIn: transactions.map((t) => `${t.id}`) } },\n ],\n date: {\n gte: transactionsDateRange.start.startOf('day').toJSDate(),\n lte: transactionsDateRange.end.endOf('day').toJSDate(),\n },\n },\n }),\n ]\n }\n}\n" }, { "path": "libs/server/features/src/providers/teller/teller.service.ts", "content": "import type { Logger } from 'winston'\nimport type { AccountConnection, PrismaClient, User } from '@prisma/client'\nimport type { IInstitutionProvider } from '../../institution'\nimport type {\n AccountConnectionSyncEvent,\n IAccountConnectionProvider,\n} from '../../account-connection'\nimport { SharedUtil } from '@maybe-finance/shared'\nimport type { SharedType } from '@maybe-finance/shared'\nimport type { SyncConnectionOptions, CryptoService, IETL } from '@maybe-finance/server/shared'\nimport _ from 'lodash'\nimport { ErrorUtil, etl } from '@maybe-finance/server/shared'\nimport type { TellerApi, TellerTypes } from '@maybe-finance/teller-api'\n\nexport class TellerService implements IAccountConnectionProvider, IInstitutionProvider {\n constructor(\n private readonly logger: Logger,\n private readonly prisma: PrismaClient,\n private readonly teller: TellerApi,\n private readonly etl: IETL,\n private readonly crypto: CryptoService,\n private readonly webhookUrl: string | Promise,\n private readonly testMode: boolean\n ) {}\n\n async sync(connection: AccountConnection, options?: SyncConnectionOptions) {\n if (options && options.type !== 'teller') throw new Error('invalid sync options')\n\n await etl(this.etl, connection)\n }\n\n async onSyncEvent(connection: AccountConnection, event: AccountConnectionSyncEvent) {\n switch (event.type) {\n case 'success': {\n await this.prisma.accountConnection.update({\n where: { id: connection.id },\n data: {\n status: 'OK',\n syncStatus: 'IDLE',\n },\n })\n break\n }\n case 'error': {\n const { error } = event\n\n await this.prisma.accountConnection.update({\n where: { id: connection.id },\n data: {\n status: 'ERROR',\n tellerError: ErrorUtil.isTellerError(error)\n ? (error.response.data as any)\n : undefined,\n },\n })\n break\n }\n }\n }\n\n async delete(connection: AccountConnection) {\n // purge teller data\n if (connection.tellerAccessToken && connection.tellerEnrollmentId) {\n const accounts = await this.prisma.account.findMany({\n where: { accountConnectionId: connection.id },\n })\n\n for (const account of accounts) {\n if (!account.tellerAccountId) continue\n await this.teller.deleteAccount({\n accessToken: this.crypto.decrypt(connection.tellerAccessToken),\n accountId: account.tellerAccountId,\n })\n\n this.logger.info(`Teller account ${account.id} removed`)\n }\n\n this.logger.info(`Teller enrollment ${connection.tellerEnrollmentId} removed`)\n }\n }\n\n async getInstitutions() {\n const tellerInstitutions = await SharedUtil.paginate({\n pageSize: 10000,\n delay:\n process.env.NODE_ENV !== 'production'\n ? {\n onDelay: (message: string) => this.logger.debug(message),\n milliseconds: 7_000, // Sandbox rate limited at 10 calls / minute\n }\n : undefined,\n fetchData: () =>\n SharedUtil.withRetry(\n () =>\n this.teller.getInstitutions().then((data) => {\n this.logger.debug(\n `teller fetch inst=${data.length} (total=${data.length})`\n )\n return data\n }),\n {\n maxRetries: 3,\n onError: (error, attempt) => {\n this.logger.error(\n `Teller fetch institutions request failed attempt=${attempt}`,\n { error: ErrorUtil.parseError(error) }\n )\n\n return !ErrorUtil.isTellerError(error) || error.response.status >= 500\n },\n }\n ),\n })\n\n return _.uniqBy(tellerInstitutions, (i) => i.id).map((tellerInstitution) => {\n const { id, name } = tellerInstitution\n return {\n providerId: id,\n name,\n url: null,\n logo: null,\n logoUrl: `https://teller.io/images/banks/${id}.jpg`,\n primaryColor: null,\n oauth: false,\n data: tellerInstitution,\n }\n })\n }\n\n async handleEnrollment(\n userId: User['id'],\n institution: Pick,\n enrollment: TellerTypes.Enrollment\n ) {\n const connections = await this.prisma.accountConnection.findMany({\n where: { userId },\n })\n\n if (connections.length > 40) {\n throw new Error('MAX_ACCOUNT_CONNECTIONS')\n }\n\n const accounts = await this.teller.getAccounts({ accessToken: enrollment.accessToken })\n\n this.logger.info(`Teller accounts retrieved for enrollment ${enrollment.enrollment.id}`)\n\n // If all the accounts are Non-USD, throw an error\n if (accounts.every((a) => a.currency !== 'USD')) {\n throw new Error('USD_ONLY')\n }\n\n await this.prisma.user.update({\n where: { id: userId },\n data: {\n tellerUserId: enrollment.user.id,\n },\n })\n\n const accountConnection = await this.prisma.accountConnection.create({\n data: {\n name: enrollment.enrollment.institution.name,\n type: 'teller' as SharedType.AccountConnectionType,\n tellerEnrollmentId: enrollment.enrollment.id,\n tellerInstitutionId: institution.id,\n tellerAccessToken: this.crypto.encrypt(enrollment.accessToken),\n userId,\n syncStatus: 'PENDING',\n },\n })\n\n return accountConnection\n }\n}\n" }, { "path": "libs/server/features/src/providers/teller/teller.webhook.ts", "content": "import type { Logger } from 'winston'\nimport type { PrismaClient } from '@prisma/client'\nimport type { TellerApi, TellerTypes } from '@maybe-finance/teller-api'\nimport type { IAccountConnectionService } from '../../account-connection'\n\nexport interface ITellerWebhookHandler {\n handleWebhook(data: TellerTypes.WebhookData): Promise\n}\n\nexport class TellerWebhookHandler implements ITellerWebhookHandler {\n constructor(\n private readonly logger: Logger,\n private readonly prisma: PrismaClient,\n private readonly teller: TellerApi,\n private readonly accountConnectionService: IAccountConnectionService\n ) {}\n\n /**\n * Process Teller webhooks. These handlers should execute as quick as possible and\n * long-running operations should be performed in the background.\n */\n async handleWebhook(data: TellerTypes.WebhookData) {\n switch (data.type) {\n case 'webhook.test': {\n this.logger.info('Received Teller webhook test')\n break\n }\n default: {\n this.logger.warn('Unhandled Teller webhook', { data })\n break\n }\n }\n }\n}\n" }, { "path": "libs/server/features/src/providers/vehicle/index.ts", "content": "export * from './vehicle.service'\n" }, { "path": "libs/server/features/src/providers/vehicle/vehicle.service.ts", "content": "import type { Account } from '@prisma/client'\nimport type { Logger } from 'winston'\nimport type { IETL, SyncAccountOptions } from '@maybe-finance/server/shared'\nimport type { IAccountProvider } from '../../account'\nimport { etl } from '@maybe-finance/server/shared'\n\nexport type VehicleData = {\n pricing: {}\n}\n\nexport class VehicleService implements IAccountProvider, IETL {\n public constructor(private readonly logger: Logger) {}\n\n async sync(account: Account, _options?: SyncAccountOptions) {\n await etl(this, account)\n }\n\n async delete(_account: Account) {\n // ToDo: implement if needed\n }\n\n /**\n * @todo fetch pricing from KBB / Edmunds\n */\n async extract(_account: Account) {\n return {\n pricing: {},\n }\n }\n\n transform(_account: Account, data: VehicleData) {\n return Promise.resolve(data)\n }\n\n async load(_account: Account, _data: VehicleData) {\n // ToDo: save pricing valuation\n throw new Error('Method not implemented.')\n }\n}\n" }, { "path": "libs/server/features/src/security-pricing/index.ts", "content": "export * from './security-pricing.service'\nexport * from './security-pricing.processor'\n" }, { "path": "libs/server/features/src/security-pricing/security-pricing.processor.ts", "content": "import type { Logger } from 'winston'\nimport type { SyncSecurityQueueJobData } from '@maybe-finance/server/shared'\nimport type { ISecurityPricingService } from './security-pricing.service'\n\nexport interface ISecurityPricingProcessor {\n syncAll(jobData?: SyncSecurityQueueJobData): Promise\n syncUSStockTickers(jobData?: SyncSecurityQueueJobData): Promise\n}\n\nexport class SecurityPricingProcessor implements ISecurityPricingProcessor {\n constructor(\n private readonly logger: Logger,\n private readonly securityPricingService: ISecurityPricingService\n ) {}\n\n async syncAll(_jobData?: SyncSecurityQueueJobData) {\n await this.securityPricingService.syncSecuritiesPricing()\n }\n\n async syncUSStockTickers(_jobData?: SyncSecurityQueueJobData) {\n await this.securityPricingService.syncUSStockTickers()\n }\n}\n" }, { "path": "libs/server/features/src/security-pricing/security-pricing.service.ts", "content": "import type { PrismaClient, Security } from '@prisma/client'\nimport { SecurityProvider, AssetClass } from '@prisma/client'\nimport type {\n IMarketDataService,\n LivePricing,\n EndOfDayPricing,\n TSecurity,\n} from '@maybe-finance/server/shared'\nimport type { Logger } from 'winston'\nimport { Prisma } from '@prisma/client'\nimport { DateTime } from 'luxon'\nimport { SharedUtil } from '@maybe-finance/shared'\nimport _ from 'lodash'\n\nexport interface ISecurityPricingService {\n syncSecurity(\n security: Pick,\n syncStart?: string\n ): Promise\n syncSecuritiesPricing(): Promise\n syncUSStockTickers(): Promise\n}\n\nexport class SecurityPricingService implements ISecurityPricingService {\n constructor(\n private readonly logger: Logger,\n private readonly prisma: PrismaClient,\n private readonly marketDataService: IMarketDataService\n ) {}\n\n async syncSecurity(\n security: Pick,\n syncStart?: string\n ) {\n const dailyPricing = await this.marketDataService.getDailyPricing(\n security,\n syncStart\n ? DateTime.fromISO(syncStart, { zone: 'utc' })\n : DateTime.utc().minus({ years: 2 }),\n DateTime.now()\n )\n\n if (!dailyPricing.length) return\n\n this.logger.debug(\n `fetched ${dailyPricing.length} daily prices for Security{id=${security.id} symbol=${security.symbol})`\n )\n\n await this.prisma.$transaction([\n this.prisma.$executeRaw`\n INSERT INTO security_pricing (security_id, date, price_close, price_as_of, source)\n VALUES\n ${Prisma.join(\n dailyPricing.map(\n ({ date, priceClose }) =>\n Prisma.sql`(\n ${security.id},\n ${date.toISODate()}::date,\n ${priceClose},\n NOW(),\n ${this.marketDataService.source}\n )`\n )\n )}\n ON CONFLICT (security_id, date) DO UPDATE\n SET\n price_close = EXCLUDED.price_close,\n price_as_of = EXCLUDED.price_as_of,\n source = EXCLUDED.source;\n `,\n this.prisma.security.update({\n where: { id: security.id },\n data: {\n pricingLastSyncedAt: new Date(),\n },\n }),\n ])\n }\n\n async syncSecuritiesPricing() {\n if (!process.env.NX_POLYGON_API_KEY) {\n this.logger.warn('No polygon API key found, skipping sync')\n return\n }\n\n const profiler = this.logger.startTimer()\n\n const dailyPrices = await this.marketDataService.getAllDailyPricing()\n\n for await (const securities of SharedUtil.paginateIt({\n pageSize: 1000,\n fetchData: (offset, count) =>\n this.prisma.security.findMany({\n select: {\n assetClass: true,\n currencyCode: true,\n id: true,\n symbol: true,\n },\n skip: offset,\n take: count,\n }),\n })) {\n let pricingData: LivePricing[] | EndOfDayPricing[]\n if (!process.env.NX_POLYGON_TIER || process.env.NX_POLYGON_TIER === 'basic') {\n try {\n pricingData = await this.marketDataService.getEndOfDayPricing(\n securities,\n dailyPrices\n )\n } catch (err) {\n this.logger.warn('Polygon fetch for EOD pricing failed', err)\n pricingData = []\n }\n } else {\n try {\n pricingData = await this.marketDataService.getLivePricing(securities)\n } catch (err) {\n this.logger.warn('Polygon fetch for live pricing failed', err)\n pricingData = []\n }\n }\n\n const prices = pricingData.filter((p) => !!p.pricing)\n\n this.logger.debug(\n `Fetched pricing for ${prices.length} / ${securities.length} securities`\n )\n\n if (prices.length === 0) break\n\n await this.prisma.$transaction([\n this.prisma.$executeRaw`\n INSERT INTO security_pricing (security_id, date, price_close, price_as_of, source)\n VALUES\n ${Prisma.join(\n prices.map(\n ({ security, pricing }) =>\n Prisma.sql`(\n ${security.id},\n ${pricing!.updatedAt.toISODate()}::date,\n ${pricing!.price},\n ${pricing!.updatedAt.toJSDate()},\n ${this.marketDataService.source}\n )`\n )\n )}\n ON CONFLICT (security_id, date) DO UPDATE\n SET\n price_close = EXCLUDED.price_close,\n price_as_of = EXCLUDED.price_as_of,\n source = EXCLUDED.source;\n `,\n // Update today's balance record for any accounts with holdings containing synced securities\n this.prisma.$executeRaw`\n INSERT INTO account_balance (account_id, date, balance)\n SELECT\n h.account_id,\n NOW() AS date,\n SUM(COALESCE(h.quantity * sp.price_close * COALESCE(s.shares_per_contract, 1), h.value)) AS balance\n FROM\n holding h\n INNER JOIN security s ON s.id = h.security_id\n LEFT JOIN (\n SELECT DISTINCT ON (security_id)\n *\n FROM\n security_pricing\n ORDER BY\n security_id, date DESC\n ) sp ON sp.security_id = s.id\n WHERE\n h.account_id IN (\n SELECT\n a.id\n FROM\n account a\n INNER JOIN holding h ON h.account_id = a.id\n WHERE\n h.security_id IN (${Prisma.join(prices.map((p) => p.security.id))})\n )\n GROUP BY\n h.account_id\n ON CONFLICT (account_id, date) DO UPDATE\n SET\n balance = EXCLUDED.balance;\n `,\n ])\n }\n\n profiler.done({ message: 'Synced securities pricing' })\n }\n\n async syncUSStockTickers() {\n if (!process.env.NX_POLYGON_API_KEY) {\n this.logger.warn('No polygon API key found, skipping sync')\n return\n }\n\n const profiler = this.logger.startTimer()\n\n const usStockTickers = await this.marketDataService.getUSStockTickers()\n\n if (!usStockTickers.length) return\n\n this.logger.debug(`fetched ${usStockTickers.length} stock tickers`)\n\n _.chunk(usStockTickers, 1_000).map((chunk) => {\n return this.prisma.$transaction([\n this.prisma.$executeRaw`\n INSERT INTO security (name, symbol, currency_code, exchange_acronym, exchange_mic, exchange_name, provider_name, asset_class)\n VALUES\n ${Prisma.join(\n chunk.map(\n ({\n name,\n ticker,\n currency_name,\n exchangeAcronym,\n exchangeMic,\n exchangeName,\n }) =>\n Prisma.sql`(\n ${name},\n ${ticker},\n ${currency_name?.toUpperCase()},\n ${exchangeAcronym},\n ${exchangeMic},\n ${exchangeName},\n ${SecurityProvider.polygon}::\"SecurityProvider\",\n ${AssetClass.stocks}::\"AssetClass\"\n )`\n )\n )}\n ON CONFLICT (symbol, exchange_mic) DO UPDATE\n SET\n name = EXCLUDED.name,\n currency_code = EXCLUDED.currency_code;\n `,\n ])\n })\n\n profiler.done({ message: 'Synced US stock tickers' })\n }\n}\n" }, { "path": "libs/server/features/src/stripe/index.ts", "content": "export * from './stripe.webhook'\n" }, { "path": "libs/server/features/src/stripe/stripe.webhook.ts", "content": "import type { Logger } from 'winston'\nimport type Stripe from 'stripe'\nimport type { PrismaClient } from '@prisma/client'\nimport { DateTime } from 'luxon'\n\nexport interface IStripeWebhookHandler {\n handleWebhook(event: Stripe.Event): Promise\n}\n\nexport class StripeWebhookHandler implements IStripeWebhookHandler {\n constructor(\n private readonly logger: Logger,\n private readonly prisma: PrismaClient,\n private readonly stripe: Stripe\n ) {}\n\n async handleWebhook(event: Stripe.Event) {\n switch (event.type) {\n case 'checkout.session.completed': {\n const session = event.data.object as Stripe.Checkout.Session\n\n if (!session.subscription || !session.client_reference_id) return\n\n const subscription = await this.stripe.subscriptions.retrieve(\n session.subscription as string\n )\n\n await this.prisma.user.updateMany({\n where: {\n authId: session.client_reference_id,\n },\n data: {\n trialEnd: null,\n stripeCustomerId: subscription.customer as string,\n stripeSubscriptionId: subscription.id,\n stripePriceId: subscription.items.data[0]?.price.id,\n stripeCurrentPeriodEnd: new Date(subscription.current_period_end * 1000),\n stripeCancelAt: subscription.cancel_at\n ? new Date(subscription.cancel_at * 1000)\n : null,\n },\n })\n\n break\n }\n case 'customer.subscription.created':\n case 'customer.subscription.updated': {\n const subscription = event.data.object as Stripe.Subscription\n\n await this.prisma.user.updateMany({\n where: {\n stripeCustomerId: subscription.customer as string,\n },\n data: {\n trialEnd: null,\n stripeSubscriptionId: subscription.id,\n stripePriceId: subscription.items.data[0]?.price.id,\n stripeCurrentPeriodEnd: new Date(subscription.current_period_end * 1000),\n stripeCancelAt: subscription.cancel_at\n ? new Date(subscription.cancel_at * 1000)\n : null,\n },\n })\n\n break\n }\n case 'customer.subscription.deleted': {\n const subscription = event.data.object as Stripe.Subscription\n\n await this.prisma.user.updateMany({\n where: {\n stripeSubscriptionId: subscription.id,\n },\n data: {\n stripeSubscriptionId: null,\n stripePriceId: null,\n stripeCurrentPeriodEnd: null,\n stripeCancelAt: DateTime.now().toJSDate(),\n },\n })\n\n break\n }\n case 'customer.deleted': {\n const customer = event.data.object as Stripe.Customer\n\n await this.prisma.user.updateMany({\n where: {\n stripeCustomerId: customer.id,\n },\n data: {\n stripeCustomerId: null,\n stripeSubscriptionId: null,\n stripePriceId: null,\n stripeCurrentPeriodEnd: null,\n stripeCancelAt: null,\n },\n })\n break\n }\n default: {\n this.logger.warn('Unhandled Stripe event', { event })\n break\n }\n }\n }\n}\n" }, { "path": "libs/server/features/src/transaction/index.ts", "content": "export * from './transaction.service'\nexport * from './transaction.schema'\n" }, { "path": "libs/server/features/src/transaction/transaction.schema.ts", "content": "import { DateTime } from 'luxon'\nimport { z } from 'zod'\nimport { DateUtil } from '@maybe-finance/shared'\n\nexport const TransactionPaginateParams = z.object({\n pageIndex: z.string().transform((val) => parseInt(val)),\n pageSize: z\n .string()\n .default('50')\n .transform((val) => parseInt(val)),\n})\n\nexport const ISODateSchema = z\n .string()\n .default(DateTime.utc().toISODate())\n .transform((s) => DateUtil.datetimeTransform(s).toJSDate())\n\nexport const TransactionUpdateInputSchema = z\n .object({\n date: ISODateSchema,\n name: z.string(),\n amount: z.number(),\n categoryUser: z.string(),\n excluded: z.boolean(),\n typeUser: z.enum(['INCOME', 'EXPENSE', 'PAYMENT', 'TRANSFER']),\n })\n .partial()\n" }, { "path": "libs/server/features/src/transaction/transaction.service.ts", "content": "import type { Logger } from 'winston'\nimport type { AccountConnection, PrismaClient, Transaction, User } from '@prisma/client'\nimport type { Prisma } from '@prisma/client'\nimport { SharedType } from '@maybe-finance/shared'\nimport { DateTime } from 'luxon'\n\ntype TransactionWithConnection = Transaction & {\n account: SharedType.Account & {\n accountConnection: AccountConnection | null\n }\n}\n\nexport interface ITransactionService {\n get(\n id: User['id'],\n pageIndex?: number,\n pageSize?: SharedType.PageSize\n ): Promise\n getAll(userId: User['id']): Promise<{ transactions: Transaction[]; pageCount: number }>\n update(\n id: Transaction['id'],\n data: Prisma.TransactionUncheckedUpdateInput\n ): Promise\n markTransfers(userId: User['id'], startDate?: string): Promise\n}\n\nexport class TransactionService implements ITransactionService {\n constructor(private readonly logger: Logger, private readonly prisma: PrismaClient) {}\n\n async getAll(\n userId: User['id'],\n pageIndex = 0,\n pageSize = SharedType.PageSize.Transaction\n ): Promise {\n const where = {\n OR: [{ account: { userId } }, { account: { accountConnection: { userId } } }],\n }\n\n const [transactions, count] = await this.prisma.$transaction([\n this.prisma.transaction.findMany({\n where,\n include: { account: { include: { accountConnection: true } } },\n skip: pageIndex * pageSize,\n take: pageSize,\n orderBy: [{ date: 'desc' }, { amount: 'desc' }, { name: 'desc' }],\n }),\n this.prisma.transaction.count({ where }),\n ])\n\n return {\n transactions,\n pageCount: Math.ceil(count / pageSize),\n }\n }\n\n async get(id: Transaction['id']) {\n return await this.prisma.transaction.findUniqueOrThrow({\n where: { id },\n include: { account: { include: { accountConnection: true } } },\n })\n }\n\n async update(id: Transaction['id'], data: Prisma.TransactionUncheckedUpdateInput) {\n const transaction = await this.prisma.transaction.update({\n where: { id },\n data,\n })\n\n this.logger.info(`Updated transaction id=${id} account=${transaction.accountId}`)\n\n return transaction\n }\n\n async markTransfers(\n userId: User['id'],\n startDate = DateTime.utc().minus({ years: 2 }).toISODate()\n ) {\n this.logger.debug(`Analyzing and enhancing transactions for user=${userId}`)\n\n const transferPairs = await this.prisma.$queryRaw<{ id: number; match_id: number }[]>`\n WITH txn_set AS (\n SELECT \n t.id, \n t.date,\n t.amount, \n t.flow,\n a.id AS account_id, \n a.type AS account_type,\n a.classification AS account_classification\n FROM transaction t\n INNER JOIN account a ON a.id = t.account_id\n LEFT JOIN account_connection ac ON ac.id = a.account_connection_id\n WHERE (a.user_id = ${userId} OR ac.user_id = ${userId})\n AND t.date >= ${startDate}::date \n AND t.date <= ${DateTime.utc().toISODate()}::date\n ), txn_matches as (\n SELECT DISTINCT \n ON (t.id)\n t.id,\n tc.id AS match_id\n FROM txn_set t\n LEFT JOIN txn_set tc ON tc.id <> t.id\n AND tc.account_id <> t.account_id\n AND ABS(tc.date - t.date) <= 1 \n AND tc.amount = - t.amount\n AND (\n (t.account_classification = 'asset' AND tc.account_classification = 'asset') -- asset transfer\n OR (t.account_classification = 'asset' AND t.flow = 'OUTFLOW' AND tc.account_classification = 'liability') -- transfer from asset to liability\n OR (t.account_classification = 'liability' AND t.flow = 'INFLOW' AND tc.account_classification = 'asset') -- payment received from asset to liability\n )\n WHERE tc IS NOT NULL\n )\n UPDATE transaction t\n SET match_id = tm.match_id\n FROM txn_matches tm\n WHERE t.id = tm.id\n RETURNING t.id, tm.match_id \n `\n\n if (transferPairs.length) {\n this.logger.info(\n `Marked ${transferPairs.length} transactions as transfer matches for user=${userId}`,\n transferPairs\n )\n }\n }\n}\n" }, { "path": "libs/server/features/src/user/index.ts", "content": "export * from './user.processor'\nexport * from './user.service'\nexport * from './onboarding.schema'\n\nexport type { OnboardingState, RegisteredStep } from './onboarding.service'\n" }, { "path": "libs/server/features/src/user/onboarding.schema.ts", "content": "import { z } from 'zod'\n\nexport const UpdateOnboardingSchema = z.discriminatedUnion('flow', [\n z.object({\n flow: z.literal('main'),\n updates: z\n .object({\n key: z.enum([\n 'intro',\n 'profile',\n 'verifyEmail',\n 'firstAccount',\n 'accountSelection',\n 'terms',\n 'maybe',\n 'welcome',\n ]),\n markedComplete: z.boolean(),\n })\n .array(),\n }),\n z.object({\n flow: z.literal('sidebar'),\n markedComplete: z.boolean().optional(),\n updates: z\n .object({\n key: z.enum([\n 'connect-depository',\n 'connect-investment',\n 'connect-liability',\n 'add-crypto',\n 'add-property',\n 'add-vehicle',\n 'add-other',\n 'upgrade-account',\n 'create-plan',\n ]),\n markedComplete: z.boolean(),\n })\n .array(),\n }),\n])\n" }, { "path": "libs/server/features/src/user/onboarding.service.ts", "content": "import type { SharedType } from '@maybe-finance/shared'\n\nexport type RegisteredStep = {\n key: string\n markedComplete: boolean\n}\n\n// DB Json field where each key represents a separate onboarding flow\nexport type OnboardingState = {\n [key in SharedType.OnboardingFlow]: {\n markedComplete: boolean // An override to indicate the flow is complete\n steps: RegisteredStep[]\n }\n}\n\ntype CallbackFn = (user: TData, step: Step) => T\n\nexport class Step {\n group: string | undefined\n ctaPath: string | undefined\n title!: CallbackFn\n isComplete!: CallbackFn\n isMarkedComplete: CallbackFn = () => false\n isExcluded: CallbackFn = () => false\n isOptional = false\n\n /**\n * Constructs an onboarding step\n * @param key a stable key that the UI relies to show relevant view components\n * @param group a grouping that UI uses to visually group steps as \"substeps\"\n */\n constructor(readonly key: string) {}\n\n addToGroup(group: string) {\n this.group = group\n return this\n }\n\n /** When clicked, the router path that app will redirect to */\n setCTAPath(path: string) {\n this.ctaPath = path\n return this\n }\n\n setTitle(fn: CallbackFn) {\n this.title = fn\n return this\n }\n\n completeIf(fn: CallbackFn) {\n this.isComplete = fn\n return this\n }\n\n markedCompleteIf(fn: CallbackFn) {\n this.isMarkedComplete = fn\n return this\n }\n\n excludeIf(fn: CallbackFn) {\n this.isExcluded = fn\n return this\n }\n\n optional() {\n this.isOptional = true\n return this\n }\n}\n\nexport class Onboarding {\n private _steps: Step[] = []\n\n constructor(\n private readonly data: TData,\n private readonly onboardingCompleteOverride: boolean\n ) {\n if (!this._steps.every((step) => step.completeIf != null && step.title != null)) {\n throw new Error('Every step must define completeIf callback fn and title')\n }\n }\n\n get isComplete() {\n return this.steps.every(\n (step) => step.isComplete || step.isOptional || step.isMarkedComplete\n )\n }\n\n get isMarkedComplete() {\n return this.steps.every((step) => step.isMarkedComplete) || this.onboardingCompleteOverride\n }\n\n /** Progress, expressed as percentage. */\n get progress() {\n const completed = this.steps.filter(\n (step) => step.isComplete || step.isMarkedComplete\n ).length\n\n return {\n completed,\n total: this.steps.length,\n percent: +(completed / this.steps.length).toFixed(2),\n }\n }\n\n get steps() {\n return this._steps\n .filter((step) => !step.isExcluded(this.data, step))\n .map((step) => ({\n key: step.key,\n title: step.title(this.data, step),\n group: step.group,\n ctaPath: step.ctaPath,\n isOptional: step.isOptional,\n isComplete: step.isComplete(this.data, step),\n isMarkedComplete: step.isMarkedComplete(this.data, step),\n }))\n }\n\n get currentStep() {\n const incompleteSteps = this.steps.filter((step) => !step.isComplete)\n return incompleteSteps[0]\n }\n\n addStep(key: string) {\n const step = new Step(key)\n this._steps.push(step)\n return step\n }\n}\n" }, { "path": "libs/server/features/src/user/user.processor.ts", "content": "import type { Logger } from 'winston'\nimport type { PrismaClient, User } from '@prisma/client'\nimport type { SyncUserQueueJobData } from '@maybe-finance/server/shared'\nimport type { IAccountService } from '../account'\nimport type { IUserService } from './user.service'\nimport type {\n IAccountConnectionProviderFactory,\n IAccountConnectionService,\n} from '../account-connection'\nimport { ServerUtil } from '@maybe-finance/server/shared'\n\nexport interface IUserProcessor {\n sync(jobData: SyncUserQueueJobData): Promise\n delete(jobData: SyncUserQueueJobData): Promise\n}\n\nexport class UserProcessor implements IUserProcessor {\n constructor(\n private readonly logger: Logger,\n private readonly prisma: PrismaClient,\n private readonly userService: IUserService,\n private readonly accountService: IAccountService,\n private readonly connectionService: IAccountConnectionService,\n private readonly connectionProviders: IAccountConnectionProviderFactory\n ) {}\n\n async sync(jobData: SyncUserQueueJobData) {\n const user = await this.userService.get(jobData.userId)\n\n await ServerUtil.useSync({\n sync: async (user) => {\n const { connections, accounts } = await this.accountService.getAll(user.id)\n\n await Promise.allSettled([\n ...connections.map((connection) => this.connectionService.sync(connection.id)),\n ...accounts.map((account) => this.accountService.sync(account.id)),\n ])\n },\n onSyncSuccess: (user) => this.userService.syncBalances(user.id),\n onSyncError: async (user, error) => {\n this.logger.error(`error syncing user ${user.id}`, { error })\n },\n })(user)\n }\n\n async delete(jobData: SyncUserQueueJobData) {\n const { userId } = jobData\n\n this.logger.info(`deleting user ${userId}...`)\n\n const connections = await this.prisma.accountConnection.findMany({\n where: { userId },\n })\n\n // delete connection data\n this.logger.info(`deleting user ${userId} data for ${connections.length} connections...`)\n await Promise.allSettled(connections.map((c) => this.connectionProviders.for(c).delete(c)))\n\n // delete from database (will cascade to relations)\n this.logger.info(`deleting user ${userId} from database...`)\n await this.prisma.user.delete({ where: { id: userId } })\n\n this.logger.info(`user ${userId} deleted successfully`)\n }\n}\n" }, { "path": "libs/server/features/src/user/user.service.ts", "content": "import type { AccountCategory, AccountType, PrismaClient, User } from '@prisma/client'\nimport type { Logger } from 'winston'\nimport type { PurgeUserQueue, SyncUserQueue } from '@maybe-finance/server/shared'\nimport type Stripe from 'stripe'\nimport type { IBalanceSyncStrategyFactory } from '../account-balance'\nimport type { IAccountQueryService } from '../account'\nimport type { SharedType } from '@maybe-finance/shared'\nimport { DateTime } from 'luxon'\nimport { DbUtil } from '@maybe-finance/server/shared'\nimport { DateUtil } from '@maybe-finance/shared'\nimport { flatten } from 'lodash'\nimport { Onboarding, type OnboardingState, type Step } from './onboarding.service'\n\nexport type MainOnboardingUser = Pick<\n User,\n 'dob' | 'household' | 'maybeGoals' | 'firstName' | 'lastName' | 'name'\n> & {\n emailVerified: boolean\n isAppleIdentity: boolean\n onboarding: OnboardingState['main']\n accountConnections: { accounts: { id: number }[] }[]\n accounts: { id: number }[]\n}\n\nexport type SidebarOnboardingUser = {\n onboarding: OnboardingState['sidebar']\n accountConnections: {\n accounts: {\n type: AccountType\n category: AccountCategory\n }[]\n }[]\n accounts: {\n type: AccountType\n category: AccountCategory\n }[]\n _count: {\n plans: number\n }\n}\n\nexport interface IUserService {\n get(id: User['id']): Promise\n sync(id: User['id']): Promise\n syncBalances(id: User['id']): Promise\n delete(id: User['id']): Promise\n}\n\nexport class UserService implements IUserService {\n constructor(\n private readonly logger: Logger,\n private readonly prisma: PrismaClient,\n private readonly queryService: IAccountQueryService,\n private readonly balanceSyncStrategyFactory: IBalanceSyncStrategyFactory,\n private readonly syncQueue: SyncUserQueue,\n private readonly purgeQueue: PurgeUserQueue,\n private readonly stripe: Stripe\n ) {}\n\n async get(id: User['id']) {\n return this.prisma.user.findUniqueOrThrow({\n where: { id },\n })\n }\n\n async getAuthProfile(id: User['id']): Promise {\n const user = await this.get(id)\n return this.prisma.authUser.findUniqueOrThrow({\n where: { id: user.authId },\n })\n }\n\n async sync(id: User['id']) {\n const user = await this.get(id)\n await this.syncQueue.add('sync-user', { userId: user.id })\n return user\n }\n\n async syncBalances(id: User['id']) {\n const user = await this.prisma.user.findUniqueOrThrow({\n where: { id },\n include: {\n accounts: true,\n accountConnections: {\n select: {\n accounts: true,\n },\n },\n },\n })\n\n const profiler = this.logger.startTimer()\n\n await Promise.all([\n ...user.accounts.map((account) =>\n this.balanceSyncStrategyFactory.for(account).syncAccountBalances(account)\n ),\n ...user.accountConnections.flatMap((connection) =>\n connection.accounts.map((account) =>\n this.balanceSyncStrategyFactory.for(account).syncAccountBalances(account)\n )\n ),\n ])\n\n profiler.done({ message: `Synced user ${id} balances` })\n\n return user\n }\n\n async update(id: User['id'], data: SharedType.UpdateUser) {\n return this.prisma.user.update({\n where: { id },\n data,\n })\n }\n\n async delete(id: User['id']) {\n const user = await this.get(id)\n\n // Delete Stripe customer, ending any active subscriptions\n if (user.stripeCustomerId) await this.stripe.customers.del(user.stripeCustomerId)\n\n // Delete user from Auth so that it cannot be accessed in a partially-purged state\n // TODO: Update this to use new Auth\n this.logger.info(`Removing user ${user.id} from Auth (${user.authId})`)\n await this.prisma.authUser.delete({ where: { id: user.authId } })\n\n await this.purgeQueue.add('purge-user', { userId: user.id })\n\n return user\n }\n\n async getNetWorth(\n userId: User['id'],\n date: string = DateTime.utc().plus({ days: 1 }).toISODate() // default to one day here to ensure we're grabbing the most recent date's net worth\n ): Promise {\n const [netWorth] = await this.queryService.getNetWorthSeries({ userId }, date, date, 'days')\n\n return netWorth\n }\n\n async getNetWorthSeries(\n userId: User['id'],\n start = DateTime.utc().minus({ years: 2 }).toISODate(),\n end = DateTime.utc().toISODate(),\n interval?: SharedType.TimeSeriesInterval\n ): Promise {\n interval = interval ?? DateUtil.calculateTimeSeriesInterval(start, end)\n\n const [series, today, minDate] = await Promise.all([\n this.queryService.getNetWorthSeries({ userId }, start, end, interval),\n this.getNetWorth(userId),\n this.getOldestBalanceDate(userId),\n ])\n\n return {\n series: {\n interval,\n start,\n end,\n data: series,\n },\n today,\n minDate,\n trend:\n series.length > 0\n ? DbUtil.calculateTrend(series[0].netWorth, series[series.length - 1].netWorth)\n : { amount: null, percentage: null, direction: 'flat' },\n }\n }\n\n private async getOldestBalanceDate(userId: User['id']): Promise {\n const [{ min_start_date }] = await this.prisma.$queryRaw<[{ min_start_date: Date | null }]>`\n SELECT\n LEAST(\n MIN(a.start_date),\n MIN(account_value_start_date(a.id))\n ) AS min_start_date\n FROM\n account a\n LEFT JOIN account_connection ac ON ac.id = a.account_connection_id\n WHERE\n (a.user_id = ${userId} OR ac.user_id = ${userId})\n AND a.is_active;\n `\n\n const minDate = DateTime.min(\n DateTime.utc().minus({ years: 2 }),\n ...(min_start_date ? [DateTime.fromJSDate(min_start_date, { zone: 'utc' })] : [])\n )\n\n return minDate.toISODate()\n }\n\n async getSubscription(userId: User['id']): Promise {\n const {\n trialEnd: trialEndRaw,\n stripePriceId,\n stripeCurrentPeriodEnd,\n stripeCancelAt,\n } = await this.prisma.user.findUniqueOrThrow({\n select: {\n trialEnd: true,\n stripePriceId: true,\n stripeCurrentPeriodEnd: true,\n stripeCancelAt: true,\n },\n where: { id: userId },\n })\n\n const trialEnd = trialEndRaw ? DateTime.fromJSDate(trialEndRaw) : null\n\n const trialing = trialEnd != null && trialEnd.diffNow().milliseconds > 0\n\n const subscribed = !!stripePriceId || trialing\n const cancelAt = stripeCancelAt ? DateTime.fromJSDate(stripeCancelAt) : null\n\n return {\n subscribed,\n trialing,\n canceled: stripeCancelAt != null,\n\n currentPeriodEnd: stripeCurrentPeriodEnd\n ? DateTime.fromJSDate(stripeCurrentPeriodEnd)\n : null,\n trialEnd,\n cancelAt,\n }\n }\n\n async getMemberCard(memberId: string, clientUrl: string) {\n const {\n name,\n memberNumber,\n title,\n createdAt: joinDate,\n maybe,\n } = await this.prisma.user.findUniqueOrThrow({\n where: { memberId },\n select: {\n name: true,\n memberNumber: true,\n title: true,\n createdAt: true,\n maybe: true,\n },\n })\n\n const cardUrl = new URL(`/card/${memberId}`, clientUrl)\n\n const imageUrl = new URL('api/card', clientUrl)\n imageUrl.searchParams.append('name', name || 'Maybe User')\n imageUrl.searchParams.append('number', memberNumber.toString())\n imageUrl.searchParams.append('title', title ?? '')\n imageUrl.searchParams.append('date', joinDate.toISOString())\n\n return {\n memberNumber,\n name,\n title,\n joinDate,\n maybe,\n cardUrl: cardUrl.href,\n imageUrl: imageUrl.href,\n }\n }\n\n async buildMainOnboarding(userId: User['id']): Promise {\n function markedComplete(user: MainOnboardingUser, step: Step) {\n return (\n user.onboarding.steps.find((dbStep) => dbStep.key === step.key)?.markedComplete ??\n false\n )\n }\n\n const user = await this.prisma.user.findUniqueOrThrow({\n where: { id: userId },\n select: {\n authId: true,\n onboarding: true,\n dob: true,\n household: true,\n maybeGoals: true,\n firstName: true,\n lastName: true,\n name: true,\n accounts: { select: { id: true } },\n accountConnections: {\n select: { accounts: { select: { id: true } } },\n },\n },\n })\n\n const authUser = await this.prisma.authUser.findUniqueOrThrow({\n where: { id: user.authId },\n })\n\n // NextAuth used DateTime for this field\n const email_verified = authUser.emailVerified === null ? false : true\n\n const typedOnboarding = user.onboarding as OnboardingState | null\n const onboardingState = typedOnboarding\n ? typedOnboarding.main\n : { markedComplete: false, steps: [] }\n\n const onboarding = new Onboarding(\n {\n ...user,\n onboarding: onboardingState,\n emailVerified: email_verified,\n isAppleIdentity: false,\n },\n onboardingState.markedComplete\n )\n\n onboarding\n .addStep('intro')\n .setTitle((user) => `Hey ${user.firstName ?? 'there'}, meet Maybe`)\n .addToGroup('account')\n .completeIf(markedComplete)\n\n onboarding\n .addStep('profile')\n .setTitle((_) => \"Let's complete your profile\")\n .addToGroup('profile')\n .completeIf((user) => {\n return user.dob != null && user.household != null\n })\n\n onboarding\n .addStep('verifyEmail')\n .setTitle((_) => \"Before we start, let's verify your email\")\n .addToGroup('setup')\n .completeIf((user) => user.emailVerified)\n .excludeIf((user) => user.isAppleIdentity || true) // TODO: Needs email service to send, skip for now\n\n onboarding\n .addStep('firstAccount')\n .setTitle((_) => \"Let's add your first account\")\n .addToGroup('setup')\n .markedCompleteIf((user, step) => markedComplete(user, step))\n .completeIf((user, step) => {\n return (\n user.accountConnections.length > 0 ||\n user.accounts.length > 0 ||\n markedComplete(user, step)\n )\n })\n\n onboarding\n .addStep('accountSelection')\n .setTitle((_) => 'What other accounts do you have?')\n .addToGroup('setup')\n .completeIf(markedComplete)\n\n onboarding\n .addStep('maybe')\n .setTitle((_) => \"One more thing, what's your maybe?\")\n .completeIf(markedComplete)\n\n onboarding\n .addStep('welcome')\n .setTitle((user) => {\n return `Welcome to Maybe${user.name ? `, ${user.name}` : '!'}`\n })\n .completeIf(markedComplete)\n\n return onboarding\n }\n\n async buildSidebarOnboarding(userId: User['id']): Promise {\n function markedComplete(user: SidebarOnboardingUser, step: Step) {\n return (\n user.onboarding.steps.find((dbStep) => dbStep.key === step.key)?.markedComplete ??\n false\n )\n }\n\n function stepUnregistered(user: SidebarOnboardingUser, step: Step) {\n return user.onboarding.steps.findIndex((dbStep) => dbStep.key === step.key) < 0\n }\n\n function hasAccountType(\n user: SidebarOnboardingUser,\n types: AccountType | AccountType[],\n category?: {\n match?: AccountCategory\n exclude?: AccountCategory\n }\n ) {\n const accounts = [\n ...user.accounts,\n ...flatten(user.accountConnections.map((ac) => ac.accounts)),\n ]\n\n return (\n accounts.filter((a) => {\n let match = Array.isArray(types) ? types.includes(a.type) : types === a.type\n\n if (!match) return false\n\n if (category) {\n if (category.match) {\n match = a.category === category.match\n }\n\n if (category.exclude) {\n match = a.category !== category.exclude\n }\n }\n\n return match\n }).length > 0\n )\n }\n\n const user = await this.prisma.user.findUniqueOrThrow({\n where: { id: userId },\n select: {\n onboarding: true,\n accounts: { select: { type: true, category: true } },\n accountConnections: {\n select: { accounts: { select: { type: true, category: true } } },\n },\n _count: { select: { plans: true } },\n },\n })\n\n const typedOnboarding = user.onboarding as OnboardingState | null\n const onboardingState = typedOnboarding\n ? typedOnboarding.sidebar\n : { markedComplete: false, steps: [] }\n\n const onboarding = new Onboarding(\n {\n ...user,\n onboarding: onboardingState,\n },\n onboardingState.markedComplete\n )\n\n onboarding\n .addStep('connect-depository')\n .setTitle((_) => 'Connect bank accounts')\n .addToGroup('accounts')\n .markedCompleteIf(markedComplete)\n .completeIf((user) => hasAccountType(user, 'DEPOSITORY'))\n .excludeIf(stepUnregistered)\n\n onboarding\n .addStep('connect-investment')\n .setTitle((_) => 'Connect investment accounts')\n .addToGroup('accounts')\n .markedCompleteIf(markedComplete)\n .completeIf((user) => hasAccountType(user, 'INVESTMENT'))\n .excludeIf(stepUnregistered)\n\n onboarding\n .addStep('connect-liability')\n .setTitle((_) => 'Connect credit card and loan accounts')\n .addToGroup('accounts')\n .markedCompleteIf(markedComplete)\n .completeIf((user) => hasAccountType(user, ['CREDIT', 'LOAN']))\n .excludeIf(stepUnregistered)\n\n onboarding\n .addStep('add-crypto')\n .setTitle((_) => 'Manually add crypto accounts')\n .addToGroup('accounts')\n .markedCompleteIf(markedComplete)\n .completeIf((user) => hasAccountType(user, 'OTHER_ASSET', { match: 'crypto' }))\n .excludeIf(stepUnregistered)\n\n onboarding\n .addStep('add-property')\n .setTitle((_) => 'Manually add real estate')\n .addToGroup('accounts')\n .markedCompleteIf(markedComplete)\n .completeIf((user) => hasAccountType(user, 'PROPERTY'))\n .excludeIf(stepUnregistered)\n\n onboarding\n .addStep('add-vehicle')\n .setTitle((_) => 'Manually add vehicle')\n .addToGroup('accounts')\n .markedCompleteIf(markedComplete)\n .completeIf((user) => hasAccountType(user, 'VEHICLE'))\n .excludeIf(stepUnregistered)\n\n onboarding\n .addStep('add-other')\n .addToGroup('accounts')\n .setTitle((_) => 'Manually add other assets and debts')\n .markedCompleteIf(markedComplete)\n .completeIf((user) =>\n hasAccountType(user, ['OTHER_ASSET', 'OTHER_LIABILITY'], {\n exclude: 'crypto',\n })\n )\n .excludeIf(stepUnregistered)\n\n onboarding\n .addStep('create-plan')\n .addToGroup('bonus')\n .setTitle((_) => 'Setup a financial plan')\n .completeIf((user) => user._count.plans > 0)\n .setCTAPath('/plans')\n\n return onboarding\n }\n}\n" }, { "path": "libs/server/features/src/valuation/index.ts", "content": "export * from './valuation.service'\n" }, { "path": "libs/server/features/src/valuation/valuation.service.ts", "content": "import type { Logger } from 'winston'\nimport type { Account, PrismaClient, Valuation } from '@prisma/client'\nimport type { Prisma } from '@prisma/client'\nimport type { DateTime } from 'luxon'\nimport type { SharedType } from '@maybe-finance/shared'\nimport type { IAccountQueryService } from '../account'\nimport { SharedUtil } from '@maybe-finance/shared'\nimport { DbUtil } from '@maybe-finance/server/shared'\n\nexport class ValuationService {\n constructor(\n private readonly logger: Logger,\n private readonly prisma: PrismaClient,\n private readonly queryService: IAccountQueryService\n ) {}\n\n async getValuations(\n accountId: Account['id'],\n start?: DateTime,\n end?: DateTime\n ): Promise {\n const [valuations, trends] = await Promise.all([\n this.prisma.valuation.findMany({\n where: {\n accountId,\n date: {\n gte: start?.toJSDate(),\n lte: end?.toJSDate(),\n },\n },\n orderBy: { date: 'asc' },\n }),\n this.queryService.getValuationTrends(accountId, start, end),\n ])\n\n return {\n valuations: valuations.map((valuation) => {\n const trend = trends.find((t) => t.valuation_id === valuation.id)\n return {\n ...valuation,\n trend: trend\n ? {\n period: DbUtil.toTrend(trend.period_change, trend.period_change_pct),\n total: DbUtil.toTrend(trend.total_change, trend.total_change_pct),\n }\n : null,\n }\n }),\n trends: trends\n .filter((trend) => !SharedUtil.nonNull(trend.valuation_id))\n .map((trend) => ({\n date: trend.date,\n amount: trend.amount,\n period: DbUtil.toTrend(trend.period_change, trend.period_change_pct),\n total: DbUtil.toTrend(trend.total_change, trend.total_change_pct),\n })),\n }\n }\n\n async getValuation(id: Valuation['id']) {\n return await this.prisma.valuation.findUniqueOrThrow({\n where: { id },\n include: { account: true },\n })\n }\n\n async createValuation(data: Prisma.ValuationUncheckedCreateInput) {\n return await this.prisma.valuation.create({ data })\n }\n\n async updateValuation(\n id: Valuation['id'],\n data: { date?: Date; amount?: Prisma.Decimal | number }\n ) {\n return await this.prisma.valuation.update({\n where: { id },\n data,\n })\n }\n\n async deleteValuation(id: Valuation['id']) {\n return await this.prisma.valuation.delete({ where: { id } })\n }\n}\n" }, { "path": "libs/server/features/tsconfig.json", "content": "{\n \"extends\": \"../../../tsconfig.base.json\",\n \"compilerOptions\": {\n \"esModuleInterop\": true,\n \"noImplicitAny\": false,\n \"strict\": true,\n \"strictNullChecks\": true\n },\n \"files\": [],\n \"include\": [],\n \"references\": [\n {\n \"path\": \"./tsconfig.lib.json\"\n },\n {\n \"path\": \"./tsconfig.spec.json\"\n }\n ]\n}\n" }, { "path": "libs/server/features/tsconfig.lib.json", "content": "{\n \"extends\": \"./tsconfig.json\",\n \"compilerOptions\": {\n \"module\": \"commonjs\",\n \"outDir\": \"../../../dist/out-tsc\",\n \"declaration\": true,\n \"types\": [\"node\"]\n },\n \"exclude\": [\"**/*.spec.ts\", \"**/*.test.ts\", \"jest.config.ts\"],\n \"include\": [\"**/*.ts\"]\n}\n" }, { "path": "libs/server/features/tsconfig.spec.json", "content": "{\n \"extends\": \"./tsconfig.json\",\n \"compilerOptions\": {\n \"outDir\": \"../../../dist/out-tsc\",\n \"module\": \"commonjs\",\n \"types\": [\"jest\", \"node\"]\n },\n \"include\": [\n \"**/*.spec.ts\",\n \"**/*.test.ts\",\n \"**/*.spec.tsx\",\n \"**/*.test.tsx\",\n \"**/*.spec.js\",\n \"**/*.test.js\",\n \"**/*.spec.jsx\",\n \"**/*.test.jsx\",\n \"**/*.d.ts\",\n \"jest.config.ts\"\n ]\n}\n" }, { "path": "libs/server/shared/.babelrc", "content": "{\n \"presets\": [[\"@nrwl/web/babel\", { \"useBuiltIns\": \"usage\" }]]\n}\n" }, { "path": "libs/server/shared/.eslintrc.json", "content": "{\n \"extends\": [\"../../../.eslintrc.json\"],\n \"ignorePatterns\": [\"!**/*\"],\n \"overrides\": [\n {\n \"files\": [\"*.ts\", \"*.tsx\", \"*.js\", \"*.jsx\"],\n \"rules\": {}\n },\n {\n \"files\": [\"*.ts\", \"*.tsx\"],\n \"rules\": {}\n },\n {\n \"files\": [\"*.js\", \"*.jsx\"],\n \"rules\": {}\n }\n ]\n}\n" }, { "path": "libs/server/shared/README.md", "content": "# server-shared\n\nThis library was generated with [Nx](https://nx.dev).\n\n## Running unit tests\n\nRun `nx test server-shared` to execute the unit tests via [Jest](https://jestjs.io).\n" }, { "path": "libs/server/shared/jest.config.ts", "content": "/* eslint-disable */\nexport default {\n displayName: 'server-shared',\n preset: '../../../jest.preset.js',\n globals: {\n 'ts-jest': {\n tsconfig: '/tsconfig.spec.json',\n },\n },\n testEnvironment: 'node',\n transform: {\n '^.+\\\\.[tj]sx?$': 'ts-jest',\n },\n moduleFileExtensions: ['ts', 'tsx', 'js', 'jsx'],\n coverageDirectory: '../../../coverage/libs/server/shared',\n}\n" }, { "path": "libs/server/shared/src/endpoint.ts", "content": "import type { RequestHandler, Request, Response } from 'express'\nimport { z } from 'zod'\n\ntype EndpointSchema = {\n parse: (input: any) => TInput\n}\n\ntype EndpointResolverArgs = {\n input: TInput\n ctx: TContext\n req: Request\n}\n\ntype EndpointOnSuccess = (req: Request, res: Response, output: TOutput) => any\n\ntype EndpointWithInput = {\n input: EndpointSchema\n authorize?(args: EndpointResolverArgs): boolean | Promise\n resolve(args: EndpointResolverArgs): Promise\n onSuccess?: EndpointOnSuccess\n}\n\ntype EndpointWithoutInput = Omit<\n EndpointWithInput,\n 'input'\n>\n\nexport class EndpointFactory {\n constructor(\n private readonly options: {\n createContext: (req: Request, res: Response) => TContext | Promise\n onSuccess?: EndpointOnSuccess\n }\n ) {}\n\n create(opts: EndpointWithInput): RequestHandler\n create(opts: EndpointWithoutInput): RequestHandler\n create(\n opts: EndpointWithInput | EndpointWithoutInput\n ): RequestHandler {\n const { authorize, resolve } = opts\n const input = 'input' in opts ? opts.input : undefined\n\n return async (req, res, next) => {\n let inputData: TInput | undefined\n try {\n inputData = input?.parse({ ...req.query, ...req.body })\n } catch (err) {\n console.error('input parse error', err)\n if (err instanceof z.ZodError) {\n return res.status(400).json({ errors: err.format() })\n }\n }\n\n const ctx = await this.options.createContext(req, res)\n\n if (authorize && !(await authorize({ input: inputData as any, ctx, req }))) {\n return res.status(401).send('Unauthorized')\n }\n\n resolve({ input: inputData as any, ctx, req })\n .then((output) =>\n opts.onSuccess\n ? opts.onSuccess(req, res, output)\n : this.options.onSuccess\n ? this.options.onSuccess(req, res, output)\n : res.status(200).json(output)\n )\n .catch(next)\n }\n }\n}\n" }, { "path": "libs/server/shared/src/etl.ts", "content": "export interface IETL {\n extract(input: TInput): Promise\n transform(input: TInput, extracted: TExtracted): Promise\n load(input: TInput, transformed: TTransformed): Promise\n}\n\nexport async function etl(\n service: IETL,\n input: TInput\n): Promise {\n const extracted = await service.extract(input)\n const transformed = await service.transform(input, extracted)\n await service.load(input, transformed)\n}\n" }, { "path": "libs/server/shared/src/index.ts", "content": "export * from './services'\nexport * from './endpoint'\nexport * from './etl'\nexport * from './logger'\nexport * from './utils'\nexport { default as sql, raw, join } from './sql-template-tag'\n" }, { "path": "libs/server/shared/src/logger.ts", "content": "import type { LoggerOptions, Logger } from 'winston'\nimport type Transport from 'winston-transport'\n\nimport { createLogger as _createLogger, transports as _transports, format } from 'winston'\n\nexport const createLogger = (opts?: LoggerOptions): Logger => {\n const defaultTransport: Transport = new _transports.Console({\n format:\n process.env.NODE_ENV === 'production'\n ? format.json()\n : format.combine(format.colorize(), format.simple()),\n handleExceptions: true,\n })\n\n const transports = !opts?.transports\n ? defaultTransport\n : Array.isArray(opts.transports)\n ? [defaultTransport, ...opts.transports]\n : [defaultTransport, opts.transports]\n\n return _createLogger({\n ...opts,\n transports,\n })\n}\n" }, { "path": "libs/server/shared/src/services/cache.service.ts", "content": "import type { Logger } from 'winston'\nimport { DateTime, Duration } from 'luxon'\nimport type Redis from 'ioredis'\nimport { superjson } from '@maybe-finance/shared'\n\ninterface ICacheBackend {\n getItem(key: string): Promise\n setItem(key: string, value: TValue, exp: Duration): Promise\n}\n\nexport class MemoryCacheBackend implements ICacheBackend {\n constructor(private readonly cache: Record = {}) {}\n\n async getItem(key: string): Promise {\n const item = this.cache[key]\n if (item == null) return null\n return item.exp.diffNow() >= Duration.fromMillis(0) ? item.value : null\n }\n\n async setItem(key: string, value: TValue, exp: Duration): Promise {\n this.cache[key] = { value, exp: DateTime.now().plus(exp) }\n }\n}\n\nexport class RedisCacheBackend implements ICacheBackend {\n constructor(private readonly redis: Redis) {}\n\n async getItem(key: string): Promise {\n const rawValue = await this.redis.get(this.key(key))\n return rawValue == null ? null : superjson.parse(rawValue)\n }\n\n async setItem(key: string, value: TValue, exp: Duration): Promise {\n await this.redis.setex(this.key(key), exp.as('seconds'), superjson.stringify(value))\n }\n\n private key(key: string) {\n return `cache:${key}`\n }\n}\n\nexport class CacheService {\n constructor(\n private readonly logger: Logger,\n private readonly cache: ICacheBackend,\n private readonly defaultExpiration = Duration.fromObject({ minutes: 15 })\n ) {}\n\n async getOrAdd(\n key: K,\n valueFn: V | ((_key: K) => Promise),\n exp?: Duration\n ): Promise {\n // first check for non-expired cached value\n const existingValue = await this.cache.getItem(key)\n if (existingValue) {\n this.logger.debug(`HIT k=\"${key}\"`)\n return existingValue\n }\n\n this.logger.debug(`MISS k=\"${key}\"`)\n\n // compute value to cache\n const newValue = typeof valueFn === 'function' ? await (valueFn as any)(key) : valueFn\n await this.cache.setItem(key, newValue, exp || this.defaultExpiration)\n this.logger.debug(`SET k=\"${key}\"`)\n\n return newValue\n }\n}\n" }, { "path": "libs/server/shared/src/services/crypto.service.ts", "content": "import CryptoJS from 'crypto-js'\n\nexport interface ICryptoService {\n encrypt(plainText: string): string\n decrypt(encrypted: string): string\n}\n\nexport class CryptoService implements ICryptoService {\n constructor(private readonly secret: string) {}\n\n encrypt(plainText: string) {\n return CryptoJS.AES.encrypt(plainText, this.secret).toString()\n }\n\n decrypt(encrypted: string) {\n return CryptoJS.AES.decrypt(encrypted, this.secret).toString(CryptoJS.enc.Utf8)\n }\n}\n" }, { "path": "libs/server/shared/src/services/index.ts", "content": "export * from './crypto.service'\nexport * from './queue.service'\nexport * from './queue'\nexport * from './cache.service'\nexport * from './market-data.service'\nexport * from './pg.service'\n" }, { "path": "libs/server/shared/src/services/market-data.service.spec.ts", "content": "import { getPolygonTicker } from './market-data.service'\nimport { AssetClass } from '@prisma/client'\n\ndescribe('PolygonMarketDataService', () => {\n it.each`\n assetClass | symbol | ticker\n ${AssetClass.stocks} | ${'AAPL'} | ${{ market: 'stocks', ticker: 'AAPL' }}\n ${AssetClass.other} | ${'AAPL'} | ${{ market: 'stocks', ticker: 'AAPL' }}\n ${AssetClass.options} | ${'AAPL220909C00070000'} | ${{ market: 'options', ticker: 'O:AAPL220909C00070000' }}\n ${AssetClass.other} | ${'AAPL220909C00070000'} | ${{ market: 'options', ticker: 'O:AAPL220909C00070000' }}\n ${AssetClass.crypto} | ${'BTC'} | ${{ market: 'crypto', ticker: 'X:BTCUSD' }}\n ${AssetClass.cash} | ${'USD'} | ${null}\n ${AssetClass.cash} | ${'EUR'} | ${{ market: 'fx', ticker: 'C:EURUSD' }}\n `(\n 'properly parses security symbol: $symbol assetClass: $assetClass',\n ({ assetClass, symbol, ticker }) => {\n expect(getPolygonTicker({ assetClass, currencyCode: 'USD', symbol })).toEqual(ticker)\n }\n )\n})\n" }, { "path": "libs/server/shared/src/services/market-data.service.ts", "content": "import { AssetClass, Prisma } from '@prisma/client'\nimport type { Security } from '@prisma/client'\nimport _ from 'lodash'\nimport { DateTime, Duration } from 'luxon'\nimport type { Logger } from 'winston'\nimport type { IRestClient } from '@polygon.io/client-js'\nimport { restClient } from '@polygon.io/client-js'\nimport type { SharedType } from '@maybe-finance/shared'\nimport { MarketUtil, SharedUtil } from '@maybe-finance/shared'\nimport type { CacheService } from '.'\nimport { toDecimal } from '../utils/db-utils'\nimport type { ITickersResults } from '@polygon.io/client-js/lib/rest/reference/tickers'\nimport type { IAggs } from '@polygon.io/client-js/lib/rest/stocks/aggregates'\n\ntype DailyPricing = {\n date: DateTime\n priceClose: Prisma.Decimal\n}\n\nexport type TSecurity = Pick\n\nexport type LivePricing = {\n security: TSecurity\n pricing: {\n ticker: string\n price: Prisma.Decimal\n change: Prisma.Decimal\n changePct: Prisma.Decimal\n updatedAt: DateTime\n } | null\n}\n\nexport type EndOfDayPricing = {\n security: TSecurity\n pricing: {\n ticker: string\n price: Prisma.Decimal\n change: Prisma.Decimal\n changePct: Prisma.Decimal\n updatedAt: DateTime\n }\n}\n\ntype OptionDetails = {\n sharesPerContract: number | undefined\n}\n\nexport interface IMarketDataService {\n /**\n * internal identifier for this market data source\n */\n get source(): string\n\n /**\n * fetches pricing info for inclusive date range\n */\n getDailyPricing>(\n security: TSecurity,\n start: DateTime,\n end: DateTime\n ): Promise\n\n /**\n * fetches end of day pricing info for a batch of securities\n */\n getEndOfDayPricing<\n TSecurity extends Pick\n >(\n securities: TSecurity[],\n allPricing: IAggs\n ): Promise[]>\n\n /**\n * fetches all end of day pricing\n */\n\n getAllDailyPricing(): Promise\n\n /**\n * fetches up-to-date pricing info for a batch of securities\n */\n getLivePricing<\n TSecurity extends Pick\n >(\n securities: TSecurity[]\n ): Promise[]>\n\n /**\n * fetches options contract details\n */\n getOptionDetails(symbol: Security['symbol']): Promise\n\n getSecurityDetails(\n security: Pick\n ): Promise\n\n /**\n * fetches all US stock tickers\n */\n getUSStockTickers(): Promise<\n (ITickersResults & {\n exchangeAcronym: string\n exchangeMic: string\n exchangeName: string\n })[]\n >\n}\n\nexport class PolygonMarketDataService implements IMarketDataService {\n private readonly api: IRestClient\n private shouldRateLimit = process.env.NX_POLYGON_TIER === 'basic' && !process.env.CI\n\n readonly source = 'polygon'\n\n constructor(\n private readonly logger: Logger,\n apiKey: string,\n private readonly cache: CacheService\n ) {\n this.api = restClient(apiKey)\n }\n\n async getDailyPricing<\n TSecurity extends Pick\n >(security: TSecurity, start: DateTime, end: DateTime): Promise {\n const ticker = getPolygonTicker(security)\n if (!ticker) return []\n\n /**\n * https://polygon.io/docs/stocks/get_v2_aggs_ticker__stocksticker__range__multiplier___timespan___from___to\n */\n const res = await this.api.stocks.aggregates(\n ticker.ticker,\n 1,\n 'day',\n start.toISODate(),\n end.toISODate()\n )\n\n return (\n res.results\n ?.filter(({ t, c }) => t != null && c != null)\n .map(({ t, c }) => ({\n date: DateTime.fromMillis(t!, { zone: 'America/New_York' }),\n priceClose: new Prisma.Decimal(c!),\n })) ?? []\n )\n }\n\n async getEndOfDayPricing<\n TSecurity extends Pick\n >(securities: TSecurity[], allPricing: IAggs): Promise[]> {\n const securitiesWithTicker = securities.map((security) => ({\n security,\n ticker: getPolygonTicker(security),\n }))\n const tickers = _(securitiesWithTicker)\n .map((s) => s.ticker)\n .filter(SharedUtil.nonNull)\n .uniqBy((t) => t.ticker)\n .sortBy((t) => [t.market, t.ticker])\n .value()\n\n const stockTickers = tickers.filter((t) => t.market === 'stocks').map((s) => s.ticker)\n\n if (stockTickers.length > 0) {\n return allPricing\n .results!.filter(({ t, c }) => t != null && c != null)\n .map((pricing) => {\n const foundSecurity = securitiesWithTicker.find(\n ({ ticker }) => ticker?.ticker === pricing.T\n )\n if (!foundSecurity) return null\n return {\n security: foundSecurity.security,\n pricing: {\n ticker: pricing.T!,\n price: new Prisma.Decimal(pricing.c!),\n change: new Prisma.Decimal(pricing.c! - pricing.o!),\n changePct: new Prisma.Decimal(\n ((pricing.c! - pricing.o!) / pricing.o!) * 100\n ),\n updatedAt: DateTime.fromMillis(pricing.t!, {\n zone: 'America/New_York',\n }),\n },\n }\n })\n .filter(SharedUtil.nonNull)\n } else {\n return []\n }\n }\n\n async getAllDailyPricing(): Promise {\n return await this.api.stocks.aggregatesGroupedDaily(\n DateTime.now().minus({ days: 1 }).toISODate(),\n {\n adjusted: 'true',\n }\n )\n }\n\n async getLivePricing<\n TSecurity extends Pick\n >(securities: TSecurity[]): Promise[]> {\n const securitiesWithTicker = securities.map((security) => ({\n security,\n ticker: getPolygonTicker(security),\n }))\n\n const tickers = _(securitiesWithTicker)\n .map((s) => s.ticker)\n .filter(SharedUtil.nonNull)\n .uniqBy((t) => t.ticker)\n .sortBy((t) => [t.market, t.ticker])\n .value()\n\n const stockTickers = tickers.filter((t) => t.market === 'stocks').map((s) => s.ticker)\n const optionTickers = tickers.filter((t) => t.market === 'options').map((o) => o.ticker)\n const cryptoTickers = tickers.filter((t) => t.market === 'crypto').map((c) => c.ticker)\n\n const [stocksSnapshot, optionsSnapshot, cryptoSnapshot] = await Promise.all([\n stockTickers.length > 0\n ? this.cache.getOrAdd(\n `live-pricing[${stockTickers.join(',')}]`,\n () => this._snapshotStocks(stockTickers),\n Duration.fromObject({ minutes: 2 })\n )\n : null,\n optionTickers.length > 0\n ? Promise.allSettled(\n optionTickers.map((optionTicker) =>\n this.cache\n .getOrAdd(\n `live-pricing[${optionTicker}]`,\n () => this._snapshotOption(optionTicker),\n Duration.fromObject({ minutes: 2 })\n )\n .catch((err) => {\n this.logger.warn(\n `failed to get option snapshot for ${optionTicker}: ${err}`\n )\n return null\n })\n )\n ).then((results) =>\n results\n .filter(SharedUtil.isFullfilled)\n .map((r) => r.value)\n .filter(SharedUtil.nonNull)\n )\n : null,\n cryptoTickers.length > 0\n ? this.cache.getOrAdd(\n `live-pricing[${cryptoTickers.join(',')}]`,\n () => this._snapshotCrypto(cryptoTickers),\n Duration.fromObject({ minutes: 2 })\n )\n : null,\n ])\n\n return securitiesWithTicker.map(({ security, ticker }) => {\n if (!ticker) {\n return { security, pricing: null }\n }\n\n const snapshot =\n ticker.market === 'stocks'\n ? stocksSnapshot?.find((s) => s.ticker === ticker.ticker)\n : ticker.market === 'options'\n ? optionsSnapshot?.find((o) => o.ticker === ticker.ticker)\n : ticker.market === 'crypto'\n ? cryptoSnapshot?.find((c) => c.ticker === ticker.ticker)\n : null\n\n return { security, pricing: snapshot?.pricing ?? null }\n })\n }\n\n async getOptionDetails(symbol: Security['symbol']): Promise {\n const ticker = getPolygonTicker({\n assetClass: AssetClass.options,\n currencyCode: 'USD',\n symbol,\n })\n\n if (!ticker) {\n return { sharesPerContract: 100 }\n }\n\n const contractResponse = await this.api.reference.optionsContract(ticker.ticker)\n\n return {\n // https://github.com/polygon-io/client-js/issues/95\n sharesPerContract: (contractResponse.results as any)?.shares_per_contract,\n }\n }\n\n async getSecurityDetails(security: Pick) {\n const ticker = getPolygonTicker(security)\n if (!ticker || ticker.market === 'options') {\n return {}\n }\n\n const now = DateTime.now()\n const oneYearAgo = DateTime.now().minus({ weeks: 52 })\n\n try {\n const [snapshot, yearAggregate, details, financials, dividends] = await Promise.all([\n this.cache.getOrAdd(\n `ticker-snapshot[${ticker}]`,\n () => this.api.stocks.snapshotTicker(ticker.ticker),\n Duration.fromObject({ minutes: 2 })\n ),\n\n this.cache.getOrAdd(\n `ticker-year-aggregate[${ticker}]`,\n () =>\n this.api.stocks.aggregates(\n ticker.ticker,\n 1,\n 'year',\n oneYearAgo.toFormat('yyyy-MM-dd'),\n now.toFormat('yyyy-MM-dd')\n ),\n Duration.fromObject({ minutes: 2 })\n ),\n\n this.cache.getOrAdd(\n `ticker-details[${ticker}]`,\n () => this.api.reference.tickerDetails(ticker.ticker),\n Duration.fromObject({ hours: 12 })\n ),\n\n this.cache.getOrAdd(\n `ticker-financials[${ticker}]`,\n () => this.api.reference.stockFinancials({ ticker: ticker.ticker }),\n Duration.fromObject({ minutes: 1 })\n ),\n\n this.cache.getOrAdd(\n `ticker-dividends[${ticker}]`,\n () =>\n this.api.reference.dividends({\n ticker: ticker.ticker,\n 'pay_date.gt': oneYearAgo.toFormat('yyyy-MM-dd'),\n 'pay_date.lte': now.toFormat('yyyy-MM-dd'),\n }),\n Duration.fromObject({ minutes: 1 })\n ),\n ])\n\n return {\n day: {\n open: toDecimal(snapshot.ticker?.day?.o) ?? undefined,\n prevClose: toDecimal(snapshot.ticker?.prevDay?.c) ?? undefined,\n high: toDecimal(snapshot.ticker?.day?.h) ?? undefined,\n low: toDecimal(snapshot.ticker?.day?.l) ?? undefined,\n },\n year: {\n high: toDecimal(yearAggregate.results?.[0].h) ?? undefined,\n low: toDecimal(yearAggregate.results?.[0].l) ?? undefined,\n volume: toDecimal(yearAggregate.results?.[0].v) ?? undefined,\n dividends:\n toDecimal(\n dividends.results?.reduce((sum, d) => sum + (d.cash_amount ?? 0), 0)\n ) ?? undefined,\n },\n marketCap: toDecimal(details.results?.market_cap) ?? undefined,\n eps:\n toDecimal(\n financials.results?.[0]?.financials?.income_statement\n ?.basic_earnings_per_share.value\n ) ?? undefined,\n }\n } catch (e) {\n this.logger.warn(`Failed to get security details for ${ticker}: ${e}`)\n }\n\n return {}\n }\n\n async getUSStockTickers(): Promise<\n (ITickersResults & {\n exchangeAcronym: string\n exchangeMic: string\n exchangeName: string\n })[]\n > {\n const allExchanges = await this.api.reference.exchanges({\n locale: 'us',\n asset_class: 'stocks',\n })\n\n // Only get tickers for exchanges, not TRF or SIP\n const exchanges = allExchanges.results.filter((exchange) => exchange.type === 'exchange')\n\n const tickers: (ITickersResults & {\n exchangeAcronym: string\n exchangeMic: string\n exchangeName: string\n })[] = []\n for (const exchange of exchanges) {\n const exchangeTickers: (ITickersResults & {\n exchangeAcronym: string\n exchangeMic: string\n exchangeName: string\n })[] = await SharedUtil.paginateWithNextUrl({\n pageSize: 1000,\n delay: this.shouldRateLimit\n ? {\n onDelay: (message: string) => this.logger.debug(message),\n milliseconds: 15_000, // Basic accounts rate limited at 5 calls / minute\n }\n : undefined,\n fetchData: async (limit, nextCursor) => {\n try {\n const { results, next_url } = await SharedUtil.withRetry(\n () =>\n this.api.reference.tickers({\n market: 'stocks',\n exchange: exchange.mic,\n cursor: nextCursor,\n limit: limit,\n }),\n { maxRetries: 1, delay: this.shouldRateLimit ? 15_000 : 0 }\n )\n const tickersWithExchange = results.map((ticker) => {\n return {\n ...ticker,\n exchangeAcronym: exchange.acronymstring ?? '',\n exchangeMic: exchange.mic ?? '',\n exchangeName: exchange.name,\n }\n })\n return { data: tickersWithExchange, nextUrl: next_url }\n } catch (err) {\n this.logger.error('Error while fetching tickers', err)\n return { data: [], nextUrl: undefined }\n }\n },\n })\n tickers.push(...exchangeTickers)\n }\n return tickers\n }\n\n private async _snapshotStocks(tickers: string[]) {\n /**\n * https://polygon.io/docs/stocks/get_v2_snapshot_locale_us_markets_stocks_tickers\n */\n const res = await this.api.stocks.snapshotAllTickers({\n tickers: tickers.join(','),\n })\n\n const snapshots = res.tickers ?? []\n\n // ENG-601: alert us if polygon returns any prices as 0\n const emptySnapshots =\n snapshots.filter((t) => !t.updated && !t.lastTrade?.t && !t.lastQuote?.t) ?? []\n\n if (emptySnapshots.length > 0) {\n this.logger.error(\n `polygon snapshot empty tickers: ${emptySnapshots.map((t) => t.ticker).join(',')}`\n )\n }\n\n return snapshots.map((snapshot) => {\n // extract the (p)rice + (t)ime to use for the live price\n // if the (t)ime is 0, we're dealing with an empty/zero snapshot from Polygon\n //\n // the order of priority for pricing that we use is:\n //\n // 1. The `day` snapshot object from Polygon (OHLCV)\n // 2. The `lastTrade`\n // 3. The `lastQuote` - we calculate the midpoint\n const [p, t] =\n // it's possible for a snapshot to have a valid `updated` time but\n // a zeroed out `snapshot.day` object which is why we check for both here\n snapshot.updated && snapshot.day && Object.values(snapshot.day).some((v) => v > 0)\n ? [snapshot.day.c, snapshot.updated]\n : snapshot.lastTrade && snapshot.lastTrade.t\n ? [snapshot.lastTrade.p, snapshot.lastTrade.t]\n : snapshot.lastQuote && snapshot.lastQuote.t\n ? [_.mean([snapshot.lastQuote.P, snapshot.lastQuote.p]), snapshot.lastQuote.t]\n : [null, null]\n\n return {\n ticker: snapshot.ticker,\n pricing:\n t &&\n snapshot.ticker &&\n snapshot.todaysChange != null &&\n snapshot.todaysChangePerc != null\n ? {\n ticker: snapshot.ticker,\n price: new Prisma.Decimal(p!),\n change: new Prisma.Decimal(snapshot.todaysChange),\n changePct: new Prisma.Decimal(snapshot.todaysChangePerc),\n updatedAt: DateTime.fromMillis(t / 1e6, {\n zone: 'America/New_York',\n }),\n }\n : null,\n }\n })\n }\n\n private async _snapshotOption(ticker: string) {\n // https://polygon.io/docs/options/get_v3_reference_options_contracts__options_ticker\n const underlyingTicker =\n MarketUtil.getUnderlyingTicker(ticker) ??\n (await this.api.reference\n .optionsContract(ticker)\n .then(({ results: oc }) => oc?.underlying_ticker)\n .catch(() => null))\n\n if (!underlyingTicker) return null\n\n const { results: snapshot } = await this.api.options.snapshotOptionContract(\n underlyingTicker,\n ticker\n )\n\n return {\n ticker,\n pricing:\n snapshot?.day?.close != null &&\n snapshot.day.change != null &&\n snapshot.day.change_percent != null &&\n snapshot.day.last_updated != null\n ? {\n ticker: ticker,\n price: new Prisma.Decimal(snapshot.day.close),\n change: new Prisma.Decimal(snapshot.day.change),\n changePct: new Prisma.Decimal(snapshot.day.change_percent),\n updatedAt: DateTime.fromMillis(snapshot.day.last_updated / 1e6, {\n zone: 'America/New_York',\n }),\n }\n : null,\n }\n }\n\n private async _snapshotCrypto(tickers: string[]) {\n /**\n * https://polygon.io/docs/crypto/get_v2_snapshot_locale_global_markets_crypto_tickers\n */\n const res = await this.api.crypto.snapshotAllTickers({\n tickers: tickers.join(','),\n })\n\n const snapshots = res.tickers ?? []\n\n // ENG-601: alert us if polygon returns any prices as 0\n const emptySnapshots = snapshots.filter((t) => !t.updated && !t.lastTrade?.t)\n\n if (emptySnapshots.length > 0) {\n this.logger.error(\n `polygon snapshot empty tickers: ${emptySnapshots.map((t) => t.ticker).join(',')}`\n )\n }\n\n return snapshots.map((snapshot) => {\n // extract the (p)rice + (t)ime to use for the live price\n // if the (t)ime is 0, we're dealing with an empty/zero snapshot from Polygon\n //\n // the order of priority for pricing that we use is:\n //\n // 1. The `day` snapshot object from Polygon (OHLCV)\n // 2. The `lastTrade`\n // 3. The `lastQuote` - we calculate the midpoint\n const [p, t] =\n // it's possible for a snapshot to have a valid `updated` time but\n // a zeroed out `snapshot.day` object which is why we check for both here\n snapshot.updated && snapshot.day && Object.values(snapshot.day).some((v) => v > 0)\n ? [snapshot.day.c, snapshot.updated]\n : snapshot.lastTrade && snapshot.lastTrade.t\n ? [snapshot.lastTrade.p, snapshot.lastTrade.t]\n : [null, null]\n\n return {\n ticker: snapshot.ticker,\n pricing:\n t &&\n snapshot.ticker &&\n snapshot.todaysChange != null &&\n snapshot.todaysChangePerc != null\n ? {\n ticker: snapshot.ticker,\n price: new Prisma.Decimal(p!),\n change: new Prisma.Decimal(snapshot.todaysChange),\n changePct: new Prisma.Decimal(snapshot.todaysChangePerc),\n updatedAt: DateTime.fromMillis(t / 1e6, {\n zone: 'America/New_York',\n }),\n }\n : null,\n }\n })\n }\n}\n\nclass PolygonTicker {\n constructor(readonly market: 'stocks' | 'options' | 'fx' | 'crypto', readonly ticker: string) {}\n\n get key() {\n return `${this.market}|${this.ticker}`\n }\n\n /** override so this object can be used directly in string interpolation for cache keys */\n toString() {\n return this.key\n }\n}\n\nexport function getPolygonTicker({\n assetClass,\n currencyCode,\n symbol,\n}: Pick): PolygonTicker | null {\n if (!symbol) return null\n\n switch (assetClass) {\n case AssetClass.options: {\n return new PolygonTicker('options', `O:${symbol}`)\n }\n case AssetClass.crypto: {\n return new PolygonTicker('crypto', `X:${symbol}${currencyCode}`)\n }\n case AssetClass.cash: {\n return symbol === currencyCode\n ? null // if the symbol matches the currencyCode then we're just dealing with a basic cash holding\n : new PolygonTicker('fx', `C:${symbol}${currencyCode}`)\n }\n }\n\n if (MarketUtil.isOptionTicker(symbol)) {\n return new PolygonTicker('options', `O:${symbol}`)\n }\n\n return new PolygonTicker('stocks', symbol)\n}\n" }, { "path": "libs/server/shared/src/services/pg.service.ts", "content": "import { Prisma } from '@prisma/client'\nimport { Pool, types } from 'pg'\nimport type { Logger } from 'winston'\n\n// convert date to string\ntypes.setTypeParser(types.builtins.DATE, (val) => val)\n\n// convert bigint\ntypes.setTypeParser(types.builtins.INT8, (val) => {\n return val == null ? null : BigInt(val)\n})\n\n// convert numeric to Decimal.js\ntypes.setTypeParser(types.builtins.NUMERIC, (val) => {\n return val == null ? null : new Prisma.Decimal(val)\n})\n\nexport class PgService {\n private readonly _pool: Pool\n\n constructor(private readonly logger: Logger, databaseUrl = process.env.NX_DATABASE_URL) {\n this._pool = new Pool({\n connectionString: databaseUrl,\n })\n\n this._pool.on('error', (err, _client) => {\n console.error('[pg.error]', err)\n })\n }\n\n get pool() {\n return this._pool\n }\n}\n" }, { "path": "libs/server/shared/src/services/queue/bull-queue.ts", "content": "import Queue from 'bull'\nimport * as Sentry from '@sentry/node'\nimport type { Transaction } from '@sentry/types'\nimport type { Logger } from 'winston'\nimport type { IJob, IQueue, IQueueFactory, QueueName } from '../queue.service'\n\nconst TRACE_ID_KEY = '__SENTRY_TRACE_ID__'\nconst PARENT_SPAN_ID_KEY = '__SENTRY_PARENT_SPAN_ID__'\n\nexport class BullQueue = any, TJobName extends string = string>\n implements IQueue\n{\n constructor(readonly logger: Logger, readonly queue: Queue.Queue) {}\n\n get name() {\n return this.queue.name\n }\n\n async isHealthy() {\n const isReady = await this.queue.isReady()\n return isReady && this.queue.clients.every((cli) => cli.status === 'ready')\n }\n\n async add(name: TJobName, data: TData, options?: Queue.JobOptions | undefined) {\n const parentSpan = Sentry.getCurrentHub().getScope()?.getSpan()\n const span = parentSpan?.startChild({\n op: `queue.send`,\n description: `${this.name} send`,\n tags: {\n 'messaging.system': 'bull',\n 'messaging.destination': this.name,\n 'messaging.destination_kind': 'queue',\n 'messaging.bull.job_name': name,\n },\n })\n\n try {\n const job = await this.queue.add(\n name,\n {\n ...data,\n [TRACE_ID_KEY]: span?.traceId,\n [PARENT_SPAN_ID_KEY]: span?.parentSpanId,\n },\n options\n )\n span?.setTag('messaging.message_id', job.id)\n return job\n } finally {\n span?.finish()\n }\n }\n\n async addBulk(jobs: { name: TJobName; data: TData; options?: Queue.JobOptions | undefined }[]) {\n const parentSpan = Sentry.getCurrentHub().getScope()?.getSpan()\n\n const spans = jobs.map((job) =>\n parentSpan?.startChild({\n op: `queue.send`,\n description: `${this.name} send`,\n tags: {\n 'messaging.system': 'bull',\n 'messaging.destination': this.name,\n 'messaging.destination_kind': 'queue',\n 'messaging.bull.job_name': job.name,\n },\n })\n )\n\n try {\n const added = await this.queue.addBulk(jobs)\n spans.forEach((span, idx) => span?.setTag('messaging.message_id', added[idx]?.id))\n return added\n } finally {\n spans.forEach((span) => span?.finish())\n }\n }\n\n async process(\n name: TJobName,\n callback: (job: Queue.Job) => Promise,\n options: { concurrency?: number } = {}\n ) {\n const { concurrency = 1 } = options\n\n return this.queue.process(name, concurrency, async (job) => {\n let transaction: Transaction | null = null\n\n try {\n // https://docs.sentry.io/platforms/javascript/performance/instrumentation/custom-instrumentation/\n transaction = Sentry.startTransaction({\n op: 'queue.process',\n name: `${this.name} process`,\n tags: {\n 'messaging.system': 'bull',\n 'messaging.operation': 'process',\n 'messaging.destination': this.name,\n 'messaging.destination_kind': 'queue',\n 'messaging.message_id': job.id,\n 'messaging.bull.job_name': job.name,\n },\n traceId: job.data?.[TRACE_ID_KEY],\n parentSpanId: job.data?.[PARENT_SPAN_ID_KEY],\n })\n\n Sentry.getCurrentHub().configureScope((scope) => scope.setSpan(transaction!))\n } catch (err) {\n this.logger.error(`error starting sentry transaction`, err)\n }\n\n try {\n await callback(job)\n } finally {\n transaction?.finish()\n }\n })\n }\n\n async getActiveJobs() {\n return this.queue.getActive()\n }\n\n async getRepeatableJobs(): Promise {\n return this.queue.getRepeatableJobs()\n }\n\n async removeRepeatableByKey(key: string) {\n return this.queue.removeRepeatableByKey(key)\n }\n\n async cancelJobs() {\n await this.queue.pause(true, true)\n await this.queue.removeJobs('*')\n const activeJobs = await this.queue.getActive()\n await Promise.all(\n activeJobs.map((job) => job.moveToFailed({ message: 'Force Remove' }, true))\n )\n await this.queue.removeJobs('*')\n await this.queue.resume(true)\n }\n\n on(event: 'active', callback: (job: IJob) => void): void\n on(event: 'completed', callback: (job: IJob) => void): void\n on(event: 'failed', callback: (job: IJob, error: Error) => void): void\n on(event: 'error', callback: (error: Error) => void): void\n on(event: string, callback: (...args: any[]) => void) {\n return this.queue.on(event, callback)\n }\n}\n\nexport interface IBullQueueEventHandler {\n onQueueCreated(queue: BullQueue): void\n}\n\n/**\n * This service uses shared Bull queue connection, to avoid connection limit issues and easily share between apps and libs\n *\n * @see https://github.com/OptimalBits/bull/blob/HEAD/PATTERNS.md#reusing-redis-connections\n */\nexport class BullQueueFactory implements IQueueFactory {\n constructor(\n private readonly logger: Logger,\n private readonly redisUrl: string,\n private readonly eventHandler?: IBullQueueEventHandler\n ) {}\n\n createQueue(name: QueueName) {\n const logger = this.logger.child({ service: `BullQueue[${name}]` })\n const queue = new BullQueue(logger, new Queue(name, this.redisUrl))\n this.eventHandler?.onQueueCreated(queue)\n return queue\n }\n}\n" }, { "path": "libs/server/shared/src/services/queue/in-memory-queue.ts", "content": "import type { F } from 'ts-toolbelt'\nimport type { IQueue, IJob, JobOptions, IQueueFactory, QueueName } from '../queue.service'\n\n/**\n * This is a mock implementation of a queue used for testing only.\n * @see BullQueue for a production implementation.\n */\nexport class InMemoryQueue<\n TData extends Record = any,\n TJobName extends string = string\n> implements IQueue\n{\n private readonly processFns: Record<\n string,\n F.Parameters['process']>[1]\n > = {}\n\n constructor(readonly name: string, private readonly ignoreJobNames: string[] = []) {}\n\n async isHealthy() {\n return true\n }\n\n async add(name: TJobName, data: TData, _options?: JobOptions | undefined) {\n const job: IJob = {\n id: `${name}.${new Date().getTime()}.${Math.random()}`,\n name,\n data,\n progress: () => Promise.resolve(),\n }\n\n if (!this.ignoreJobNames.includes(name)) {\n try {\n // immediately run job\n await this.processFns[name](job)\n } catch (err) {\n // ignore\n }\n }\n\n return job\n }\n\n async addBulk(jobs: { name: TJobName; data: TData; options?: JobOptions | undefined }[]) {\n return Promise.all(jobs.map((job) => this.add(job.name, job.data)))\n }\n\n async process(name: TJobName, fn: (job: IJob) => Promise) {\n this.processFns[name] = fn\n }\n\n async getActiveJobs() {\n return []\n }\n\n async getRepeatableJobs() {\n return []\n }\n\n async removeRepeatableByKey(_key: string) {\n // no-op\n }\n\n async cancelJobs() {\n // no-op\n }\n}\n\nexport class InMemoryQueueFactory implements IQueueFactory {\n constructor(\n private readonly ignoreJobNames: string[] = [\n 'sync-all-securities',\n 'sync-teller-institutions',\n 'trial-reminders',\n 'send-email',\n ]\n ) {}\n\n createQueue(name: QueueName) {\n return new InMemoryQueue(name, this.ignoreJobNames)\n }\n}\n" }, { "path": "libs/server/shared/src/services/queue/index.ts", "content": "export * from './bull-queue'\nexport * from './in-memory-queue'\n" }, { "path": "libs/server/shared/src/services/queue.service.ts", "content": "import type { AccountConnection, User, Account } from '@prisma/client'\nimport type { Logger } from 'winston'\nimport type { Job, JobOptions, JobInformation } from 'bull'\nimport type { SharedType } from '@maybe-finance/shared'\n\nexport type IJob = Pick, 'id' | 'name' | 'data' | 'progress'>\n\nexport type { JobOptions }\n\nexport type IQueue = {}, TJobName extends string = string> = {\n name: string\n isHealthy(): Promise\n add(name: TJobName, data: TData, options?: JobOptions): Promise>\n addBulk(\n jobs: { name: TJobName; data: TData; options?: JobOptions | undefined }[]\n ): Promise[]>\n process(\n name: TJobName,\n callback: (job: IJob) => Promise,\n options?: { concurrency: number }\n ): Promise\n getActiveJobs(): Promise[]>\n getRepeatableJobs(): Promise\n removeRepeatableByKey(key: string): Promise\n cancelJobs(): Promise\n}\n\nexport type SyncUserOptions = {}\nexport type SyncUserQueueJobData = {\n userId: User['id']\n options?: SyncUserOptions\n}\n\nexport type SyncAccountOptions = {}\nexport type SyncAccountQueueJobData = {\n accountId: Account['id']\n options?: SyncAccountOptions\n}\n\nexport type SyncConnectionOptions = { type: 'teller'; initialSync?: boolean }\n\nexport type SyncConnectionQueueJobData = {\n accountConnectionId: AccountConnection['id']\n options?: SyncConnectionOptions\n}\n\nexport type SyncSecurityQueueJobData = {}\n\nexport type SendEmailQueueJobData =\n | {\n type: 'trial-reminders'\n }\n | {\n type: 'plain'\n messages: SharedType.PlainEmailMessage | SharedType.PlainEmailMessage[]\n }\n | {\n type: 'template'\n messages: SharedType.TemplateEmailMessage | SharedType.TemplateEmailMessage[]\n }\n\nexport type SyncUserQueue = IQueue\nexport type SyncAccountQueue = IQueue\nexport type SyncConnectionQueue = IQueue\nexport type SyncSecurityQueue = IQueue<\n SyncSecurityQueueJobData,\n 'sync-all-securities' | 'sync-us-stock-tickers'\n>\nexport type PurgeUserQueue = IQueue<{ userId: User['id'] }, 'purge-user'>\nexport type SyncInstitutionQueue = IQueue<{}, 'sync-teller-institutions'>\nexport type SendEmailQueue = IQueue\n\nexport type QueueName =\n | 'sync-user'\n | 'sync-account-connection'\n | 'sync-account'\n | 'purge-user'\n | 'sync-security'\n | 'sync-institution'\n | 'send-email'\n\nexport interface IQueueFactory {\n createQueue(name: 'sync-user'): SyncUserQueue\n createQueue(name: 'sync-account'): SyncAccountQueue\n createQueue(name: 'sync-account-connection'): SyncConnectionQueue\n createQueue(name: 'sync-security'): SyncSecurityQueue\n createQueue(name: 'purge-user'): PurgeUserQueue\n createQueue(name: 'sync-institution'): SyncInstitutionQueue\n createQueue(name: 'send-email'): SendEmailQueue\n createQueue(name: QueueName): IQueue\n}\n\nexport class QueueService {\n private readonly queues: Record> = {}\n\n constructor(private readonly logger: Logger, private readonly queueFactory: IQueueFactory) {\n this.createQueue('sync-user')\n this.createQueue('sync-account')\n this.createQueue('sync-account-connection')\n this.createQueue('sync-security')\n this.createQueue('purge-user')\n this.createQueue('sync-institution')\n this.createQueue('send-email')\n }\n\n get allQueues() {\n return Object.values(this.queues)\n }\n\n getQueue(name: 'sync-user'): SyncUserQueue\n getQueue(name: 'sync-account'): SyncAccountQueue\n getQueue(name: 'sync-account-connection'): SyncConnectionQueue\n getQueue(name: 'sync-security'): SyncSecurityQueue\n getQueue(name: 'purge-user'): PurgeUserQueue\n getQueue(name: 'sync-institution'): SyncInstitutionQueue\n getQueue(name: 'send-email'): SendEmailQueue\n getQueue = any>(name: QueueName): IQueue {\n return this.queues[name] ?? this.createQueue(name)\n }\n\n async cancelAllJobs() {\n await Promise.allSettled(this.allQueues.map((q) => q.cancelJobs()))\n }\n\n private createQueue(name: QueueName) {\n return (this.queues[name] = this.queueFactory.createQueue(name))\n }\n}\n" }, { "path": "libs/server/shared/src/sql-template-tag.ts", "content": "/**\n * This is a copy of the sql-template-tag package, I wasn't able to use the npm package due to errors with nx/webpack and ESM modules\n * https://github.com/blakeembrey/sql-template-tag\n */\nexport type Value =\n | string\n | number\n | boolean\n | Date\n | null\n | undefined\n | Value[]\n | { [key: string | number]: Value }\n\nexport type RawValue = Value | Sql\n\n/**\n * A SQL instance can be nested within each other to build SQL strings.\n */\nexport class Sql {\n values: Value[]\n strings: string[]\n\n constructor(rawStrings: ReadonlyArray, rawValues: ReadonlyArray) {\n let valuesLength = rawValues.length\n let stringsLength = rawStrings.length\n\n if (stringsLength === 0) {\n throw new TypeError('Expected at least 1 string')\n }\n\n if (stringsLength - 1 !== valuesLength) {\n throw new TypeError(\n `Expected ${stringsLength} strings to have ${stringsLength - 1} values`\n )\n }\n\n for (const child of rawValues) {\n if (child instanceof Sql) {\n valuesLength += child.values.length - 1\n stringsLength += child.strings.length - 2\n }\n }\n\n this.values = new Array(valuesLength)\n this.strings = new Array(stringsLength)\n\n this.strings[0] = rawStrings[0]\n\n // Iterate over raw values, strings, and children. The value is always\n // positioned between two strings, e.g. `index + 1`.\n let index = 1\n let position = 0\n while (index < rawStrings.length) {\n const child = rawValues[index - 1]\n const rawString = rawStrings[index++]\n\n // Check for nested `sql` queries.\n if (child instanceof Sql) {\n // Append child prefix text to current string.\n this.strings[position] += child.strings[0]\n\n let childIndex = 0\n while (childIndex < child.values.length) {\n this.values[position++] = child.values[childIndex++]\n this.strings[position] = child.strings[childIndex]\n }\n\n // Append raw string to current string.\n this.strings[position] += rawString\n } else {\n this.values[position++] = child\n this.strings[position] = rawString\n }\n }\n }\n\n get text() {\n return this.strings.reduce((text, part, index) => `${text}$${index}${part}`)\n }\n\n get sql() {\n return this.strings.join('?')\n }\n\n inspect() {\n return {\n text: this.text,\n sql: this.sql,\n values: this.values,\n }\n }\n}\n\n/**\n * Create a SQL query for a list of values.\n */\nexport function join(values: RawValue[], separator = ',') {\n if (values.length === 0) {\n throw new TypeError(\n 'Expected `join([])` to be called with an array of multiple elements, but got an empty array'\n )\n }\n\n return new Sql(['', ...Array(values.length - 1).fill(separator), ''], values)\n}\n\n/**\n * Create raw SQL statement.\n */\nexport function raw(value: string) {\n return new Sql([value], [])\n}\n\n/**\n * Placeholder value for \"no text\".\n */\nexport const empty = raw('')\n\n/**\n * Create a SQL object from a template string.\n */\nexport default function sql(strings: ReadonlyArray, ...values: RawValue[]) {\n return new Sql(strings, values)\n}\n" }, { "path": "libs/server/shared/src/utils/db-utils.ts", "content": "import type { SharedType } from '@maybe-finance/shared'\nimport { Prisma } from '@prisma/client'\nimport type { Logger } from 'winston'\nimport { NumberUtil, SharedUtil } from '@maybe-finance/shared'\n\n// prisma middleware that reports slow queries\nexport function slowQueryMiddleware(logger: Logger, cutoffDuration = 1_000): Prisma.Middleware {\n return async (params, next) => {\n const start = Date.now()\n const res = await next(params)\n const duration = Date.now() - start\n\n // log slow queries\n if (duration > cutoffDuration) {\n logger.warn(\n `[SLOW_QUERY] ${params.model ? `${params.model}.` : ''}${\n params.action\n } took ${duration}ms`,\n { duration }\n )\n\n logger.debug(`[SLOW_QUERY] query`, params)\n }\n\n return res\n }\n}\n\n/**\n * converts a `TimeSeriesInterval` to a postgres interval literal\n */\nexport function toPgInterval(interval: SharedType.TimeSeriesInterval): string {\n switch (interval) {\n case 'days':\n return '1 day'\n case 'weeks':\n return '1 week'\n case 'months':\n return '30 days'\n case 'quarters':\n return '91 days'\n case 'years':\n return '365 days'\n default:\n throw new Error(`invalid interval: ${interval}`)\n }\n}\n\ntype NumberOrDecimal = Prisma.Decimal | number\n\nfunction getTrendDirection(_amount: NumberOrDecimal | null): SharedType.Trend['direction'] {\n const amount = toDecimal(_amount)\n if (!SharedUtil.nonNull(amount)) return 'flat'\n return amount.lt(-0.01) ? 'down' : amount.gt(0.01) ? 'up' : 'flat'\n}\n\nexport function calculateTrend(_from: NumberOrDecimal, _to: NumberOrDecimal): SharedType.Trend {\n const from = toDecimal(_from)\n const to = toDecimal(_to)\n\n const amount = to.minus(from)\n const percentage = NumberUtil.calculatePercentChange(from, to)\n\n return {\n direction: getTrendDirection(amount),\n amount,\n percentage,\n }\n}\n\nexport function toTrend(\n _amount: NumberOrDecimal | null,\n _percentage: NumberOrDecimal | null\n): SharedType.Trend {\n const amount = toDecimal(_amount)\n const percentage = toDecimal(_percentage)\n\n return {\n direction: getTrendDirection(amount),\n amount,\n percentage,\n }\n}\n\nexport function toDecimal(x: NumberOrDecimal): Prisma.Decimal\nexport function toDecimal(x?: NumberOrDecimal | null): Prisma.Decimal | null\nexport function toDecimal(x?: NumberOrDecimal | null): Prisma.Decimal | null {\n return x == null ? null : typeof x === 'number' ? new Prisma.Decimal(x).toDP(16) : x\n}\n" }, { "path": "libs/server/shared/src/utils/error-utils.ts", "content": "import type { SharedType } from '@maybe-finance/shared'\nimport type { AxiosError } from 'axios'\nimport { Prisma } from '@prisma/client'\nimport axios from 'axios'\n\ntype PrismaError =\n | Prisma.PrismaClientKnownRequestError\n | Prisma.PrismaClientUnknownRequestError\n | Prisma.PrismaClientRustPanicError\n | Prisma.PrismaClientInitializationError\n | Prisma.PrismaClientValidationError\n\n// Current no simple `isPrismaError()` method provided, so we must check all Class interfaces\nfunction isPrismaError(error: unknown): error is PrismaError {\n return (\n error instanceof Prisma.PrismaClientKnownRequestError ||\n error instanceof Prisma.PrismaClientUnknownRequestError ||\n error instanceof Prisma.PrismaClientRustPanicError ||\n error instanceof Prisma.PrismaClientInitializationError ||\n error instanceof Prisma.PrismaClientValidationError\n )\n}\n\nexport function isTellerError(err: unknown): err is SharedType.AxiosTellerError {\n if (!err) return false\n if (!axios.isAxiosError(err)) return false\n if (typeof err.response?.data !== 'object') return false\n\n const { data } = err.response\n return 'code' in data.error && 'message' in data.error\n}\n\nexport function parseError(error: unknown): SharedType.ParsedError {\n if (axios.isAxiosError(error)) {\n return parseAxiosError(error)\n }\n\n if (isPrismaError(error)) {\n return parsePrismaError(error)\n }\n\n if (error instanceof Error) {\n return parseJSError(error)\n }\n\n if (typeof error === 'string') {\n return {\n message: error,\n }\n }\n\n if (typeof error === 'number') {\n return {\n message: error.toString(),\n }\n }\n\n return {\n message: '[unknown-error] Unable to parse',\n metadata: error,\n }\n}\n\nfunction parseAxiosError(error: AxiosError): SharedType.ParsedError {\n return {\n message: error.message,\n statusCode: error.response ? error.response.status.toString() : '500',\n metadata: error.response ? error.response.data : undefined,\n stackTrace: error.stack,\n sentryContexts: {\n 'axios error': error.response?.data,\n },\n }\n}\n\nfunction parseJSError(error: Error): SharedType.ParsedError {\n return {\n message: error.message,\n stackTrace: error.stack,\n }\n}\n\nfunction parsePrismaError(error: PrismaError): SharedType.ParsedError {\n return {\n message: `[prisma-error] name=${error.name} message=${error.message}`,\n stackTrace: error.stack,\n }\n}\n" }, { "path": "libs/server/shared/src/utils/index.ts", "content": "export * as DbUtil from './db-utils'\nexport * as TellerUtil from './teller-utils'\nexport * as ErrorUtil from './error-utils'\n\n// All \"generic\" server utils grouped here\nexport * as ServerUtil from './server-utils'\n" }, { "path": "libs/server/shared/src/utils/server-utils.ts", "content": "/**\n * @returns redis retry strategy\n */\nexport function redisRetryStrategy({\n maxAttempts = Infinity,\n delayMs = 2_000,\n backoff = 'linear',\n}: {\n maxAttempts?: number\n delayMs?: number\n backoff?: 'linear' | 'exponential'\n} = {}) {\n return (attempt: number) => {\n const delay = backoff === 'linear' ? delayMs : delayMs * attempt\n return attempt <= maxAttempts ? delay : null\n }\n}\n\n/**\n * wrapper for executing sync pattern, basically a try-catch-else-finally pattern\n */\nexport function useSync({\n onStart,\n sync,\n onSyncError,\n onSyncSuccess,\n onEnd,\n}: {\n onStart?: (entity: TEntity) => Promise\n sync: (entity: TEntity) => Promise\n onSyncError: (entity: TEntity, error: unknown) => Promise\n onSyncSuccess: (entity: TEntity) => Promise\n onEnd?: (entity: TEntity) => Promise\n}): (entity: TEntity) => Promise {\n return async (entity: TEntity) => {\n await onStart?.(entity)\n\n await tryCatchElseFinally(\n () => sync(entity),\n (error) => onSyncError(entity, error),\n () => onSyncSuccess(entity),\n () => onEnd?.(entity) ?? Promise.resolve()\n )\n }\n}\n\nasync function tryCatchElseFinally(\n _try: () => Promise,\n _catch: (error: unknown) => Promise,\n _else: () => Promise,\n _finally: () => Promise\n): Promise {\n try {\n let success = true\n\n try {\n await _try()\n } catch (error) {\n success = false\n await _catch(error)\n }\n\n if (success) {\n await _else()\n }\n } finally {\n await _finally()\n }\n}\n\n// Temporary until Prisma Client Extensions work better\nexport type SignerConfig = {\n cdnUrl: string\n pubKeyId: string\n privKey: string\n}\n" }, { "path": "libs/server/shared/src/utils/teller-utils.ts", "content": "import { Prisma, AccountCategory, AccountType } from '@prisma/client'\nimport type { AccountClassification } from '@prisma/client'\nimport type { Account } from '@prisma/client'\nimport type { TellerTypes } from '@maybe-finance/teller-api'\nimport { Duration } from 'luxon'\n\n/**\n * Update this with the max window that Teller supports\n */\nexport const TELLER_WINDOW_MAX = Duration.fromObject({ years: 2 })\n\nexport function getAccountBalanceData(\n { balance, currency }: Pick,\n classification: AccountClassification\n): Pick<\n Account,\n | 'currentBalanceProvider'\n | 'currentBalanceStrategy'\n | 'availableBalanceProvider'\n | 'availableBalanceStrategy'\n | 'currencyCode'\n> {\n return {\n currentBalanceProvider: new Prisma.Decimal(balance.ledger ? Number(balance.ledger) : 0),\n currentBalanceStrategy: 'current',\n availableBalanceProvider: new Prisma.Decimal(\n balance.available ? Number(balance.available) : 0\n ),\n availableBalanceStrategy: 'available',\n currencyCode: currency,\n }\n}\n\nexport function getType(type: TellerTypes.AccountTypes): AccountType {\n switch (type) {\n case 'depository':\n return AccountType.DEPOSITORY\n case 'credit':\n return AccountType.CREDIT\n default:\n return AccountType.OTHER_ASSET\n }\n}\n\nexport function tellerTypesToCategory(tellerType: TellerTypes.AccountTypes): AccountCategory {\n switch (tellerType) {\n case 'depository':\n return AccountCategory.cash\n case 'credit':\n return AccountCategory.credit\n default:\n return AccountCategory.other\n }\n}\n" }, { "path": "libs/server/shared/tsconfig.json", "content": "{\n \"extends\": \"../../../tsconfig.base.json\",\n \"compilerOptions\": {\n \"esModuleInterop\": true,\n \"noImplicitAny\": false,\n \"strict\": true,\n \"strictNullChecks\": true\n },\n \"files\": [],\n \"include\": [],\n \"references\": [\n {\n \"path\": \"./tsconfig.lib.json\"\n },\n {\n \"path\": \"./tsconfig.spec.json\"\n }\n ]\n}\n" }, { "path": "libs/server/shared/tsconfig.lib.json", "content": "{\n \"extends\": \"./tsconfig.json\",\n \"compilerOptions\": {\n \"module\": \"commonjs\",\n \"outDir\": \"../../../dist/out-tsc\",\n \"declaration\": true,\n \"types\": [\"node\"]\n },\n \"exclude\": [\"**/*.spec.ts\", \"**/*.test.ts\", \"jest.config.ts\"],\n \"include\": [\"**/*.ts\"]\n}\n" }, { "path": "libs/server/shared/tsconfig.spec.json", "content": "{\n \"extends\": \"./tsconfig.json\",\n \"compilerOptions\": {\n \"outDir\": \"../../../dist/out-tsc\",\n \"module\": \"commonjs\",\n \"types\": [\"jest\", \"node\"]\n },\n \"include\": [\n \"**/*.spec.ts\",\n \"**/*.test.ts\",\n \"**/*.spec.tsx\",\n \"**/*.test.tsx\",\n \"**/*.spec.js\",\n \"**/*.test.js\",\n \"**/*.spec.jsx\",\n \"**/*.test.jsx\",\n \"**/*.d.ts\",\n \"jest.config.ts\"\n ]\n}\n" }, { "path": "libs/shared/.babelrc", "content": "{\n \"presets\": [[\"@nrwl/web/babel\", { \"useBuiltIns\": \"usage\" }]]\n}\n" }, { "path": "libs/shared/.eslintrc.json", "content": "{\n \"extends\": [\"../../.eslintrc.json\"],\n \"ignorePatterns\": [\"!**/*\"],\n \"overrides\": [\n {\n \"files\": [\"*.ts\", \"*.tsx\", \"*.js\", \"*.jsx\"],\n \"rules\": {}\n },\n {\n \"files\": [\"*.ts\", \"*.tsx\"],\n \"rules\": {}\n },\n {\n \"files\": [\"*.js\", \"*.jsx\"],\n \"rules\": {}\n },\n {\n \"files\": [\"*.ts\"],\n \"rules\": {\n \"@typescript-eslint/no-unused-vars\": [\"warn\", { \"argsIgnorePattern\": \"^_\" }]\n }\n }\n ]\n}\n" }, { "path": "libs/shared/README.md", "content": "# shared\n\nThis library was generated with [Nx](https://nx.dev).\n\n## Running unit tests\n\nRun `nx test shared` to execute the unit tests via [Jest](https://jestjs.io).\n" }, { "path": "libs/shared/jest.config.ts", "content": "/* eslint-disable */\nexport default {\n displayName: 'shared',\n preset: '../../jest.preset.js',\n globals: {\n 'ts-jest': {\n tsconfig: '/tsconfig.spec.json',\n },\n },\n testEnvironment: 'node',\n transform: {\n '^.+\\\\.[tj]sx?$': 'ts-jest',\n },\n moduleFileExtensions: ['ts', 'tsx', 'js', 'jsx'],\n coverageDirectory: '../../coverage/libs/shared',\n}\n" }, { "path": "libs/shared/src/index.ts", "content": "export * as SharedType from './types'\n\n// namespaces for these are exported from ./utils/index.ts\nexport * from './utils'\n\nexport { default as superjson } from './superjson'\n" }, { "path": "libs/shared/src/superjson.spec.ts", "content": "import { Prisma } from '@prisma/client'\nimport { Decimal } from 'decimal.js'\nimport { DateTime } from 'luxon'\nimport superjson from './superjson'\n\ndescribe('superjson', () => {\n it.each`\n type | value\n ${`BigInt`} | ${BigInt(123)}\n ${`Decimal`} | ${new Decimal(1.23)}\n ${`Prisma.Decimal`} | ${new Prisma.Decimal(1.23)}\n ${`Date`} | ${new Date()}\n ${`DateTime`} | ${DateTime.now()}\n `('can serialize $type', ({ type, value }) => {\n const s = superjson.stringify(value)\n const v = superjson.parse(s)\n\n // Prisma.Decimal always gets converted to a decimal.js Decimal\n // so we need to special case that equality check\n expect(v).toEqual(type === 'Prisma.Decimal' ? new Decimal(value) : value)\n })\n})\n" }, { "path": "libs/shared/src/superjson.ts", "content": "import superjson from 'superjson'\nimport type { Prisma } from '@prisma/client'\nimport { Decimal } from 'decimal.js'\nimport { DateTime } from 'luxon'\n\nsuperjson.registerCustom(\n {\n isApplicable: (v): v is Decimal | Prisma.Decimal => Decimal.isDecimal(v),\n serialize: (d) => d.toJSON(),\n deserialize: (s) => new Decimal(s),\n },\n 'Decimal'\n)\n\nsuperjson.registerCustom(\n {\n isApplicable: (v): v is DateTime => DateTime.isDateTime(v),\n serialize: (dt) => dt.toISO(),\n deserialize: (s) => DateTime.fromISO(s),\n },\n 'DateTime'\n)\n\nexport default superjson\n" }, { "path": "libs/shared/src/types/account-types.ts", "content": "import type {\n Account,\n AccountType,\n AccountClassification,\n AccountConnection,\n AccountConnectionType,\n AccountConnectionStatus,\n Holding,\n InvestmentTransaction,\n Security,\n Transaction,\n Valuation,\n Prisma,\n AccountCategory,\n TransactionType,\n} from '@prisma/client'\nimport type { TimeSeries, TimeSeriesResponseWithDetail, Trend } from './general-types'\nimport type { TransactionEnriched } from './transaction-types'\n\n/**\n * ================================================================\n * ====== Account Detail ======\n * ================================================================\n */\nexport type {\n Account,\n AccountType,\n AccountClassification,\n AccountConnection,\n AccountConnectionType,\n AccountConnectionStatus,\n Valuation,\n}\n\nexport type Loan = {\n originationDate?: string\n maturityDate?: string\n originationPrincipal?: number\n interestRate: { type: 'fixed'; rate?: number } | { type: 'arm' } | { type: 'variable' }\n loanDetail: { type: 'student' } | { type: 'mortgage' } | { type: 'other' }\n}\n\nexport type Credit = {\n isOverdue?: boolean\n lastPaymentAmount?: number\n lastPaymentDate?: string\n lastStatementAmount?: number\n lastStatementDate?: string\n minimumPayment?: number\n}\n\nexport type AccountSyncProgress = {\n description: string\n progress?: number // 0-1\n}\n\nexport type AccountDetail = Omit & {\n accountConnection: AccountConnection\n transactions: Transaction[]\n investmentTransactions: InvestmentTransaction[]\n valuations: Array\n holdings: Holding[]\n loan: Loan | null\n credit: Credit | null\n}\n\nexport type AccountWithConnection = Account & { accountConnection?: AccountConnection }\n\nexport type AccountsResponse = {\n accounts: Account[]\n connections: (ConnectionWithAccounts & ConnectionWithSyncProgress)[]\n}\n\nexport enum PageSize {\n Transaction = 50,\n InvestmentTransaction = 25,\n Valuation = 50,\n Holding = 50,\n Institution = 50,\n}\n\nexport type NormalizedCategory = {\n value: AccountCategory\n singular: string\n plural: string\n}\n\n/**\n * ================================================================\n * ====== Connections ======\n * ================================================================\n */\n\nexport type ConnectionWithAccounts = AccountConnection & {\n accounts: Account[]\n}\n\nexport type ConnectionWithSyncProgress = AccountConnection & {\n syncProgress?: AccountSyncProgress\n}\n\n/**\n * ================================================================\n * ====== Account Timeseries ======\n * ================================================================\n */\n\nexport type AccountBalanceTimeSeriesData = {\n date: string // yyyy-mm-dd\n balance: Prisma.Decimal\n}\n\nexport type AccountBalanceResponse = TimeSeriesResponseWithDetail<\n TimeSeries\n>\n\nexport type AccountReturnTimeSeriesData = {\n date: string\n account: {\n rateOfReturn: Prisma.Decimal\n contributions?: Prisma.Decimal\n contributionsPeriod?: Prisma.Decimal\n }\n comparisons?: {\n [ticker in string]?: Prisma.Decimal\n }\n}\n\nexport type AccountReturnResponse = TimeSeries\n\nexport type AccountTransactionResponse = {\n transactions: TransactionEnriched[]\n totalTransactions: number\n}\n\nexport type AccountHolding = Pick<\n Holding,\n | 'id'\n | 'securityId'\n | 'costBasis'\n | 'costBasisUser'\n | 'costBasisProvider'\n | 'quantity'\n | 'value'\n | 'excluded'\n> &\n Pick & {\n price: Prisma.Decimal\n trend: {\n total: Trend | null\n today: Trend | null\n }\n }\n\nexport type AccountHoldingResponse = {\n holdings: AccountHolding[]\n totalHoldings: number\n}\n\nexport type AccountInvestmentTransaction = InvestmentTransaction & { security?: Security }\n\nexport type AccountInvestmentTransactionResponse = {\n investmentTransactions: AccountInvestmentTransaction[]\n totalInvestmentTransactions: number\n}\n\nexport type AccountRollupTimeSeries = TimeSeries<\n Pick & {\n rollupPct: Prisma.Decimal\n totalPct: Prisma.Decimal\n }\n>\n\ntype AccountRollupGroup = {\n key: TKey\n title: string\n balances: AccountRollupTimeSeries\n items: TItem[]\n}\n\nexport type AccountRollup = AccountRollupGroup<\n AccountClassification,\n AccountRollupGroup<\n AccountCategory,\n Pick & {\n connection: Pick | null\n syncing: boolean\n balances: AccountRollupTimeSeries\n }\n >\n>[]\n\nexport type AccountValuationsResponse = {\n valuations: (Valuation & {\n trend: {\n period: Trend\n total: Trend\n } | null\n })[]\n trends: {\n date: string\n amount: Prisma.Decimal\n period: Trend\n total: Trend\n }[]\n}\n\nexport type AccountInsights = {\n portfolio?: {\n return: {\n '1m': Trend | null\n '1y': Trend | null\n ytd: Trend | null\n }\n pnl: Trend | null\n costBasis: Prisma.Decimal | null\n contributions: {\n ytd: {\n amount: Prisma.Decimal | null\n monthlyAvg: Prisma.Decimal | null\n }\n lastYear: {\n amount: Prisma.Decimal | null\n monthlyAvg: Prisma.Decimal | null\n }\n }\n fees: Prisma.Decimal\n holdingBreakdown: {\n asset_class: string // 'stocks' | 'fixed_income' | 'cash' | 'crypto' | 'other'\n amount: Prisma.Decimal\n percentage: Prisma.Decimal\n }[]\n }\n}\n" }, { "path": "libs/shared/src/types/api-types.ts", "content": "// A simplified version of: https://jsonapi.org/examples/#error-objects-multiple-errors\nexport interface ErrorResponse {\n errors: Array<{ status: string; title: string; detail?: string }>\n}\n\nexport interface SuccessResponse {\n data: {\n json: any // eslint-disable-line\n meta?: any // eslint-disable-line\n }\n [metadata: string]: any // eslint-disable-line\n}\n\n// Can be used in Axios typings in components\n// eslint-disable-next-line\nexport interface ApiResponse {\n data?: T\n errors?: ErrorResponse['errors']\n}\n\n// eslint-disable-next-line\nexport type BaseResponse = SuccessResponse | ErrorResponse\n" }, { "path": "libs/shared/src/types/email-types.ts", "content": "import type { MessageSendingResponse } from 'postmark/dist/client/models'\nimport type { SentMessageInfo } from 'nodemailer'\n\ntype EmailCommon = {\n from?: string\n to: string\n replyTo?: string\n}\n\ntype EmailTemplate = { alias: string; model: Record }\n\ntype PlainMessageContent = { subject: string; textBody?: string; htmlBody?: string }\n\nexport type PlainEmailMessage = EmailCommon & PlainMessageContent\nexport type TemplateEmailMessage = EmailCommon & { template: EmailTemplate }\nexport type EmailSendingResponse = MessageSendingResponse | SentMessageInfo\n\nexport type SendTestEmail = {\n recipient: string\n subject: string\n textBody?: string\n}\n" }, { "path": "libs/shared/src/types/general-types.ts", "content": "import type { Prisma } from '@prisma/client'\nimport type { AxiosError } from 'axios'\nimport type { TellerTypes } from '@maybe-finance/teller-api'\nimport type { Contexts, Primitive } from '@sentry/types'\nimport type DecimalJS from 'decimal.js'\nimport type { O } from 'ts-toolbelt'\n\nexport type Decimal = DecimalJS | Prisma.Decimal\n\nexport type DateRange = {\n start: TDate\n end: TDate\n}\n\n/**\n * ================================================================\n * ====== TimeSeries Data ======\n * ================================================================\n */\nexport type TimeSeriesInterval = 'days' | 'weeks' | 'months' | 'quarters' | 'years'\n\nexport type TimeSeries<\n TData extends { date: string },\n TInterval extends string = TimeSeriesInterval\n> = {\n interval: TInterval\n start: string // yyyy-mm-dd\n end: string // yyyy-mm-dd\n data: TData[]\n}\n\nexport type TimeSeriesResponseWithDetail = TSeries extends TimeSeries<\n infer TData,\n infer _TInterval // eslint-disable-line\n>\n ? {\n series: TSeries\n today?: TData\n minDate: string\n trend: Trend\n }\n : never\n\n/**\n * ================================================================\n * ====== Calculations / Metrics ======\n * ================================================================\n */\n\nexport type Trend = {\n direction: 'up' | 'down' | 'flat'\n amount: Decimal | null\n percentage: Decimal | null\n}\n\nexport type FormatString = 'currency' | 'short-currency' | 'percent' | 'decimal' | 'short-decimal'\n\n/**\n * ================================================================\n * ====== Error types ======\n * ================================================================\n */\nexport type ParsedError = {\n // Parser will attempt to produce a descriptive message from the error\n message: string\n\n // Any extra error data to include in logs\n metadata?: any\n\n // Not safe for production, but provided for local logs\n stackTrace?: any\n\n // This parser covers more than just HTTP errors, so this is optional\n statusCode?: string\n\n sentryContexts?: Contexts\n sentryTags?: { [key: string]: Primitive }\n}\n\nexport type AxiosTellerError = O.Required<\n AxiosError,\n 'response' | 'config'\n>\n\nexport type StatusPageResponse = {\n page?: {\n id?: string\n name?: string\n url?: string\n updated_at?: string\n }\n status?: {\n description?: string\n indicator?: 'none' | 'minor' | 'major' | 'critical'\n }\n}\n" }, { "path": "libs/shared/src/types/holding-types.ts", "content": "import type { Holding, Prisma, Security } from '@prisma/client'\n\nexport type HoldingInsights = {\n holding: Holding\n dividends: Prisma.Decimal | null\n allocation: Prisma.Decimal | null\n}\n\nexport type HoldingEnriched = Pick & {\n name: Security['name']\n security_id: Security['id']\n symbol: Security['symbol']\n shares_per_contract: Security['sharesPerContract']\n cost_basis: Prisma.Decimal | null\n cost_basis_per_share: Prisma.Decimal | null\n price: Prisma.Decimal\n price_prev: Prisma.Decimal | null\n}\n" }, { "path": "libs/shared/src/types/index.ts", "content": "export * from './api-types'\nexport * from './account-types'\nexport * from './email-types'\nexport * from './institution-types'\nexport * from './security-types'\nexport * from './transaction-types'\nexport * from './investment-transaction-types'\nexport * from './user-types'\nexport * from './general-types'\nexport * from './holding-types'\nexport * from './plan-types'\n" }, { "path": "libs/shared/src/types/institution-types.ts", "content": "import type {\n Institution as PrismaInstitution,\n ProviderInstitution as PrismaProviderInstitution,\n} from '@prisma/client'\n\nexport type ProviderInstitution = Pick<\n PrismaProviderInstitution,\n 'id' | 'provider' | 'providerId' | 'rank'\n>\n\nexport type Institution = Pick<\n PrismaInstitution | PrismaProviderInstitution,\n 'name' | 'url' | 'logo' | 'logoUrl' | 'primaryColor'\n> & {\n id: string | number // we allow a `string` ID so we can construct artifical IDs for Institutions backed by a ProviderInstitution\n providers: ProviderInstitution[]\n}\n\nexport type InstitutionsResponse = {\n institutions: Institution[]\n totalInstitutions: number\n}\n" }, { "path": "libs/shared/src/types/investment-transaction-types.ts", "content": "import type { InvestmentTransaction, InvestmentTransactionCategory } from '@prisma/client'\n\nexport type { InvestmentTransaction, InvestmentTransactionCategory }\n" }, { "path": "libs/shared/src/types/plan-types.ts", "content": "import type {\n Prisma,\n Plan as PrismaPlan,\n PlanEvent as PrismaPlanEvent,\n PlanMilestone as PrismaPlanMilestone,\n} from '@prisma/client'\nimport type { O } from 'ts-toolbelt'\nimport type { Decimal, TimeSeries } from './general-types'\n\nexport type PlanEvent = O.NonNullable\nexport type PlanMilestone = PrismaPlanMilestone\n\nexport type Plan = PrismaPlan & {\n events: PlanEvent[]\n milestones: PlanMilestone[]\n}\n\nexport type PlansResponse = {\n plans: Plan[]\n}\n\nexport type PlanProjectionEvent = {\n event: PlanEvent\n calculatedValue: Decimal\n}\n\nexport type PlanProjectionMilestone = PlanMilestone\n\nexport type PlanProjectionData = {\n date: string\n values: {\n year: number\n age: number\n netWorth: Decimal\n events: PlanProjectionEvent[]\n milestones: PlanProjectionMilestone[]\n successRate: Decimal\n }\n}\n\nexport type PlanSimulationData = {\n date: string\n values: {\n year: number\n age: number\n netWorth: Decimal\n }\n}\n\n// API response\nexport type PlanProjectionResponse = {\n projection: TimeSeries\n simulations: {\n percentile: Decimal\n simulation: TimeSeries\n }[]\n}\n\nexport type ProjectionAssetType =\n | 'stocks'\n | 'fixed_income'\n | 'cash'\n | 'crypto'\n | 'property'\n | 'other'\nexport type ProjectionLiabilityType = 'credit' | 'loan' | 'other'\n\nexport type PlanInsights = {\n projectionAssetBreakdown: {\n type: ProjectionAssetType\n amount: Prisma.Decimal\n }[]\n projectionLiabilityBreakdown: {\n type: ProjectionLiabilityType\n amount: Prisma.Decimal\n }[]\n income: Prisma.Decimal\n expenses: Prisma.Decimal\n}\n" }, { "path": "libs/shared/src/types/security-types.ts", "content": "import type { Prisma, Security, SecurityPricing } from '@prisma/client'\nimport type { DateTime } from 'luxon'\n\nexport type { Security, SecurityPricing }\n\nexport type SecurityWithPricing = Security & {\n pricing: SecurityPricing[]\n}\n\nexport type SecuritySymbolExchange = {\n symbol: string\n exchangeName: string\n}\n\nexport type SecurityDetails = {\n day?: {\n open?: Prisma.Decimal\n prevClose?: Prisma.Decimal\n high?: Prisma.Decimal\n low?: Prisma.Decimal\n }\n year?: {\n high?: Prisma.Decimal\n low?: Prisma.Decimal\n volume?: Prisma.Decimal\n dividends?: Prisma.Decimal\n }\n marketCap?: Prisma.Decimal\n peRatio?: Prisma.Decimal\n expenseRatio?: Prisma.Decimal\n eps?: Prisma.Decimal\n}\n\nexport type DailyPricing = {\n date: DateTime\n priceClose: Prisma.Decimal\n}\n" }, { "path": "libs/shared/src/types/transaction-types.ts", "content": "import type {\n Account,\n AccountClassification,\n AccountConnection,\n AccountType,\n Transaction,\n TransactionType,\n User,\n} from '@prisma/client'\n\nexport type { Transaction }\n\nexport type TransactionEnriched = Transaction & {\n type: TransactionType\n userId: User['id']\n accountClassification: AccountClassification\n accountType: AccountType\n}\n\nexport type TransactionWithAccountDetail = Transaction & {\n account: Account & {\n accountConnection: AccountConnection | null\n }\n}\n\nexport type TransactionsResponse = {\n transactions: TransactionWithAccountDetail[]\n pageCount: number\n}\n" }, { "path": "libs/shared/src/types/user-types.ts", "content": "import type {\n AccountCategory,\n AccountClassification,\n Holding,\n Prisma,\n Security,\n User as PrismaUser,\n AuthUser,\n} from '@prisma/client'\nimport type { TimeSeries, TimeSeriesResponseWithDetail, Trend } from './general-types'\nimport type { DateTime } from 'luxon'\n\n/**\n * ================================================================\n * ====== User ======\n * ================================================================\n */\n\nexport type User = Omit & { riskAnswers: RiskAnswer[] }\nexport type UpdateUser = Partial<\n Prisma.UserUncheckedUpdateInput & {\n monthlyDebtUser: number | null\n monthlyIncomeUser: number | null\n monthlyExpensesUser: number | null\n }\n>\n\n/**\n * ================================================================\n * ====== Auth User ======\n * ================================================================\n */\n\nexport type { AuthUser }\n\n/**\n * ================================================================\n * ====== Net Worth ======\n * ================================================================\n */\nexport type NetWorthTimeSeriesData = {\n date: string // yyyy-mm-dd\n netWorth: Prisma.Decimal\n assets: Prisma.Decimal\n liabilities: Prisma.Decimal\n categories: Partial>\n}\n\nexport type NetWorthTimeSeriesResponse = TimeSeriesResponseWithDetail<\n TimeSeries\n>\n\n/**\n * ================================================================\n * ====== Insights ======\n * ================================================================\n */\n\nexport type UserInsights = {\n netWorthToday: Prisma.Decimal\n netWorth: {\n yearly: Trend\n monthly: Trend\n weekly: Trend\n }\n safetyNet: {\n months: Prisma.Decimal\n spending: Prisma.Decimal\n }\n debtIncome: {\n ratio: Prisma.Decimal\n debt: Prisma.Decimal\n income: Prisma.Decimal\n user: {\n debt: Prisma.Decimal | null\n income: Prisma.Decimal | null\n }\n calculated: {\n debt: Prisma.Decimal\n income: Prisma.Decimal\n }\n }\n debtAsset: {\n ratio: Prisma.Decimal\n debt: Prisma.Decimal\n asset: Prisma.Decimal\n }\n accountSummary: {\n classification: AccountClassification\n category: AccountCategory\n balance: Prisma.Decimal\n allocation: Prisma.Decimal\n }[]\n assetSummary: {\n liquid: {\n amount: Prisma.Decimal\n percentage: Prisma.Decimal\n }\n illiquid: {\n amount: Prisma.Decimal\n percentage: Prisma.Decimal\n }\n yielding: {\n amount: Prisma.Decimal\n percentage: Prisma.Decimal\n }\n }\n debtSummary: {\n good: {\n amount: Prisma.Decimal\n percentage: Prisma.Decimal\n }\n bad: {\n amount: Prisma.Decimal\n percentage: Prisma.Decimal\n }\n total: {\n amount: Prisma.Decimal\n percentage: Prisma.Decimal\n }\n }\n holdingBreakdown: {\n category: 'stocks' | 'fixed_income' | 'cash' | 'crypto' | 'other'\n value: Holding['value']\n allocation: Prisma.Decimal\n holdings: {\n security: Pick\n value: Holding['value']\n allocation: Prisma.Decimal\n }[]\n }[]\n transactionSummary: {\n income: Prisma.Decimal\n expenses: Prisma.Decimal\n payments: Prisma.Decimal\n }\n transactionBreakdown: {\n category: string | null\n amount: Prisma.Decimal\n avg_6mo: Prisma.Decimal\n }[]\n}\n\n/**\n * ================================================================\n * ====== User Profile/Account ======\n * ================================================================\n */\n\n// Arbitrary custom namespaces to avoid collision with Auth0 properties\nexport enum Auth0CustomNamespace {\n Email = 'https://maybe.co/email',\n Picture = 'https://maybe.co/picture',\n Roles = 'https://maybe.co/roles',\n UserMetadata = 'https://maybe.co/user-metadata',\n AppMetadata = 'https://maybe.co/app-metadata',\n\n // A convenience property (so we dont have to parse the Auth0 `identities` array every time)\n PrimaryIdentity = 'https://maybe.co/primary-identity',\n}\n\n// Maybe's \"normalized\" Auth0 `user.user_metadata` object\nexport type MaybeUserMetadata = Partial<{\n enrolled_mfa: boolean\n hasDuplicateAccounts: boolean\n shouldPromptUserAccountLink: boolean\n}>\n\n// Maybe's \"normalized\" Auth0 `user.app_metadata` object\nexport type MaybeAppMetadata = {}\n\nexport type PrimaryAuth0Identity = Partial<{\n connection: string\n provider: string\n isSocial: boolean\n}>\n\n// Added to access and ID tokens via Auth0 rules\nexport type MaybeCustomClaims = {\n [Auth0CustomNamespace.Email]?: string | null\n [Auth0CustomNamespace.Picture]?: string | null\n [Auth0CustomNamespace.UserMetadata]?: MaybeUserMetadata\n [Auth0CustomNamespace.AppMetadata]?: MaybeAppMetadata\n [Auth0CustomNamespace.PrimaryIdentity]?: PrimaryAuth0Identity\n}\n\nexport interface PasswordReset {\n currentPassword: string\n newPassword: string\n}\n\nexport type UserSubscription = {\n subscribed: boolean\n trialing: boolean\n canceled: boolean\n\n trialEnd: DateTime | null\n cancelAt: DateTime | null\n\n currentPeriodEnd: DateTime | null\n}\n\nexport type UserMemberCardDetails = {\n memberNumber: number\n name: string\n title: string\n joinDate: Date\n maybe: string\n cardUrl: string\n imageUrl: string\n}\n\nexport type RiskQuestionChoice = {\n key: string\n text: string\n riskScore: number\n}\n\nexport type RiskQuestion = {\n key: string\n text: string\n choices: RiskQuestionChoice[]\n}\n\nexport type RiskAnswer = {\n questionKey: string\n choiceKey: string\n}\n\n/**\n * main - the fullscreen \"takeover\" every user must go through\n * sidebar - the post-onboarding sidebar for connecting accounts\n */\nexport type OnboardingFlow = 'main' | 'sidebar'\n\nexport type OnboardingStep = {\n key: string\n title: string\n isComplete: boolean\n isMarkedComplete: boolean\n group?: string\n ctaPath?: string\n}\n\nexport type OnboardingResponse = {\n steps: OnboardingStep[]\n currentStep: OnboardingStep | null\n progress: {\n completed: number\n total: number\n percent: number\n }\n isComplete: boolean\n isMarkedComplete: boolean\n}\n" }, { "path": "libs/shared/src/utils/account-utils.ts", "content": "import type { SharedType } from '..'\nimport type { AccountCategory, AccountClassification, AccountType } from '@prisma/client'\nimport groupBy from 'lodash/groupBy'\nimport keyBy from 'lodash/keyBy'\nimport mapValues from 'lodash/mapValues'\n\nexport const ACCOUNT_TYPES: AccountType[] = [\n 'CREDIT',\n 'DEPOSITORY',\n 'INVESTMENT',\n 'LOAN',\n 'OTHER_ASSET',\n 'OTHER_LIABILITY',\n 'PROPERTY',\n 'VEHICLE',\n]\n\nexport const CATEGORIES: Record = {\n cash: {\n value: 'cash',\n singular: 'Cash',\n plural: 'Cash',\n },\n credit: {\n value: 'credit',\n singular: 'Credit Card',\n plural: 'Credit Cards',\n },\n crypto: {\n value: 'crypto',\n singular: 'Crypto',\n plural: 'Crypto',\n },\n investment: {\n value: 'investment',\n singular: 'Investment',\n plural: 'Investments',\n },\n loan: {\n value: 'loan',\n singular: 'Loan',\n plural: 'Loans',\n },\n property: {\n value: 'property',\n singular: 'Real Estate',\n plural: 'Real Estate',\n },\n valuable: {\n value: 'valuable',\n singular: 'Valuable',\n plural: 'Valuables',\n },\n vehicle: {\n value: 'vehicle',\n singular: 'Vehicle',\n plural: 'Vehicles',\n },\n other: {\n value: 'other',\n singular: 'Other',\n plural: 'Other',\n },\n}\n\nexport const LIABILITY_CATEGORIES = [CATEGORIES.loan, CATEGORIES.credit, CATEGORIES.other]\nexport const ASSET_CATEGORIES = [\n CATEGORIES.cash,\n CATEGORIES.investment,\n CATEGORIES.property,\n CATEGORIES.vehicle,\n CATEGORIES.crypto,\n CATEGORIES.valuable,\n CATEGORIES.other,\n]\n\nexport const CATEGORY_MAP_SIMPLE: Record = {\n INVESTMENT: ['investment', 'cash', 'other'],\n DEPOSITORY: ['cash', 'other'],\n CREDIT: ['credit'],\n LOAN: ['loan'],\n PROPERTY: ['property'],\n VEHICLE: ['vehicle'],\n OTHER_ASSET: ['cash', 'investment', 'crypto', 'valuable', 'other'],\n OTHER_LIABILITY: ['other'],\n}\n\nexport const CATEGORY_MAP = mapValues(keyBy(ACCOUNT_TYPES), (accountType) =>\n CATEGORY_MAP_SIMPLE[accountType].map((category) => CATEGORIES[category])\n) as Record\n\n/**\n * Same logic used in the dbgenerated() classification column, used for cases\n * where the Account context is not available\n */\nexport function getClassification(type: AccountType): AccountClassification {\n switch (type) {\n case 'CREDIT':\n case 'LOAN':\n case 'OTHER_LIABILITY':\n return 'liability'\n default:\n return 'asset'\n }\n}\n\nexport function groupAccountsByCategory>(\n accounts: TAccount[]\n) {\n return Object.entries(groupBy(accounts, (a) => a.category)).map(([category, accounts]) => ({\n category: CATEGORIES[category as AccountCategory].plural,\n subtitle:\n accounts.length === 1\n ? `1 ${CATEGORIES[category as AccountCategory].singular}`\n : `${accounts.length} ${CATEGORIES[category as AccountCategory].plural}`,\n accounts,\n }))\n}\n\n/**\n * Determines a user-friendly account type name based on the account's category\n * and subcategory\n */\nexport function getAccountTypeName(category: string, subcategory: string): string | null {\n switch (category) {\n case 'cash':\n switch (subcategory) {\n case 'cd':\n return 'CD account'\n case 'ebt':\n return 'EBT account'\n case 'hsa':\n return 'HSA'\n case 'prepaid':\n return 'prepaid debit card'\n }\n\n return `${subcategory} account`\n\n case 'investment':\n switch (subcategory) {\n case 'hsa':\n case 'ira':\n case 'isa':\n return subcategory.toUpperCase()\n case '401k':\n return '401(k) account'\n case 'roth':\n return 'Roth IRA'\n case 'roth 401k':\n return 'Roth 401(k)'\n case 'brokerage':\n case 'pension':\n case 'retirement':\n return `${subcategory} account`\n }\n\n return 'investment account'\n\n case 'loan':\n switch (subcategory) {\n case 'line of credit':\n return 'line of credit'\n case 'home equity':\n return 'home equity line of credit'\n case 'other':\n return 'loan'\n }\n return subcategory ?? 'loan'\n\n case 'credit':\n return 'credit card'\n }\n\n return null\n}\n\nexport const flattenAccounts = (\n data?: SharedType.AccountsResponse\n): Array => {\n if (!data) return []\n\n const { accounts, connections } = data\n\n const manual = accounts ?? []\n const connected = (connections ?? [])\n .flatMap((c) => c.accounts)\n .map((account) => {\n const cnx = connections.find((c) => c.accounts.some((a) => a.id === account.id))\n return { ...account, accountConnection: cnx }\n })\n\n return [...manual, ...connected]\n}\n" }, { "path": "libs/shared/src/utils/date-utils.spec.ts", "content": "import { DateTime } from 'luxon'\nimport { ageToYear, calculateTimeSeriesInterval, dobToAge, yearToAge } from './date-utils'\n\ndescribe('calculateTimeSeriesInterval', () => {\n it.each`\n duration | chunks | interval\n ${{ weeks: 1 }} | ${150} | ${'days'}\n ${{ weeks: 1 }} | ${250} | ${'days'}\n ${{ months: 1 }} | ${150} | ${'days'}\n ${{ months: 1 }} | ${250} | ${'days'}\n ${{ months: 3 }} | ${150} | ${'days'}\n ${{ months: 3 }} | ${250} | ${'days'}\n ${{ months: 6 }} | ${150} | ${'days'}\n ${{ months: 6 }} | ${250} | ${'days'}\n ${{ years: 1 }} | ${150} | ${'days'}\n ${{ years: 1 }} | ${250} | ${'days'}\n ${{ years: 2 }} | ${150} | ${'weeks'}\n ${{ years: 2 }} | ${250} | ${'days'}\n ${{ years: 3 }} | ${150} | ${'weeks'}\n ${{ years: 3 }} | ${250} | ${'weeks'}\n ${{ years: 5 }} | ${150} | ${'weeks'}\n ${{ years: 5 }} | ${250} | ${'weeks'}\n ${{ years: 10 }} | ${150} | ${'months'}\n ${{ years: 10 }} | ${250} | ${'weeks'}\n ${{ years: 20 }} | ${150} | ${'months'}\n ${{ years: 20 }} | ${250} | ${'months'}\n `(\n `should calculate properly for duration: $duration chunks: $chunks`,\n ({ duration, chunks, interval }) => {\n const d = DateTime.now()\n expect(calculateTimeSeriesInterval(d, d.plus(duration), chunks)).toBe(interval)\n }\n )\n})\n\ndescribe('converts between years and ages', () => {\n it.each`\n dateOfBirth | currentAge\n ${'1995-02-20'} | ${27}\n ${new Date('Feb 20 1995')} | ${27}\n ${DateTime.fromISO('1995-02-20', { zone: 'utc' })} | ${27}\n ${null} | ${null}\n ${undefined} | ${null}\n ${'2022-10-15'} | ${0}\n ${'2021-10-12'} | ${1}\n ${'2021-10-18'} | ${0}\n `(`dob $dateOfBirth is $currentAge years old today`, ({ dateOfBirth, currentAge }) => {\n const now = DateTime.fromISO('2022-10-15', { zone: 'utc' })\n\n expect(dobToAge(dateOfBirth, now)).toBe(currentAge)\n })\n\n it.each`\n age | year\n ${30} | ${2027}\n ${20} | ${2017}\n `(`at age $currentAge the year will be $year`, ({ age, year }) => {\n const currentAge = 25\n\n expect(ageToYear(age, currentAge, 2022)).toBe(year)\n })\n\n it.each`\n year | age\n ${2027} | ${30}\n ${2017} | ${20}\n `(`at year $year the age will be $age`, ({ age, year }) => {\n const currentAge = 25\n\n expect(yearToAge(year, currentAge, 2022)).toBe(age)\n })\n})\n" }, { "path": "libs/shared/src/utils/date-utils.ts", "content": "import type { SharedType } from '..'\nimport type { NiceTime } from '@visx/scale'\nimport type { TimeSeriesInterval } from '../types'\nimport { DateTime } from 'luxon'\nimport range from 'lodash/range'\n\nexport function generateDailySeries(start: string, end: string, zone = 'utc'): string[] {\n const s = DateTime.fromISO(start, { zone })\n const e = DateTime.fromISO(end, { zone })\n const daysBetween = Math.abs(s.diff(e, 'days').days)\n\n return range(0, daysBetween + 1, 1).map((idx) => s.plus({ days: idx }).toFormat('yyyy-MM-dd'))\n}\n\nexport function isToday(date: Date | string | null | undefined, today = DateTime.utc()): boolean {\n if (!date) return false\n return isSameDate(datetimeTransform(date), today)\n}\n\nexport function isSameDate(date: DateTime, as: DateTime): boolean {\n return date.toUTC().toISODate() === as.toUTC().toISODate()\n}\n\nexport function datetimeTransform(val: Date | string): DateTime\nexport function datetimeTransform(val: Date | string | null): DateTime | null\nexport function datetimeTransform(val: Date | string | undefined): DateTime | undefined\nexport function datetimeTransform(\n val: Date | string | null | undefined\n): DateTime | null | undefined {\n if (val === undefined) return undefined\n if (val === null) return null\n const dt =\n typeof val === 'string'\n ? DateTime.fromISO(val, { zone: 'utc' })\n : DateTime.fromJSDate(val, { zone: 'utc' })\n if (!dt.isValid) throw new Error(`invalid datetime: ${val}`)\n return dt\n}\n\n// Validates ISO string date and returns ISO string\nexport function dateTransform(val: Date | string): string\nexport function dateTransform(val: Date | string | null): string | null\nexport function dateTransform(val: Date | string | undefined): string | undefined\nexport function dateTransform(val: Date | string | null | undefined): string | null | undefined {\n if (val === undefined) return undefined\n if (val === null) return null\n const d =\n typeof val === 'string'\n ? DateTime.fromISO(val, { zone: 'utc' })\n : DateTime.fromJSDate(val, { zone: 'utc' })\n if (!d.isValid) throw new Error(`invalid ISO8601 date: ${val}`)\n return d.toISODate()\n}\n\nexport function strToDate(val: string, zone = 'utc'): Date {\n return DateTime.fromISO(val, { zone }).toJSDate()\n}\n\nexport function dateToStr(val: Date, zone = 'utc'): string {\n return DateTime.fromJSDate(val, { zone }).toISODate()\n}\n\nexport function calculateTimeSeriesInterval(\n start: string | DateTime,\n end: string | DateTime,\n desiredChunks = 150\n): SharedType.TimeSeriesInterval {\n const INTERVALS: [SharedType.TimeSeriesInterval, number][] = [\n ['days', 1],\n ['weeks', 7],\n ['months', 30],\n ['quarters', 91],\n ['years', 365],\n ]\n\n const startDate = typeof start === 'string' ? DateTime.fromISO(start) : start\n const endDate = typeof end === 'string' ? DateTime.fromISO(end) : end\n const diff = endDate.diff(startDate, 'days')\n\n // determine exact optimal interval and then find the closest actual interval\n const goal = Math.abs(diff.days) / desiredChunks\n const closestInterval = INTERVALS.reduce((best, curr) => {\n return Math.abs(curr[1] - goal) < Math.abs(best[1] - goal) ? curr : best\n })\n\n return closestInterval[0]\n}\n\n/**\n * Temporary mapping to avoid full refactor of all time-series values\n * @todo - update `TimeSeriesInterval` to have same types as `NiceTime`\n */\nexport function toD3Interval(interval: TimeSeriesInterval): NiceTime {\n switch (interval) {\n case 'days':\n return 'day'\n case 'weeks':\n return 'week'\n case 'months':\n return 'month'\n case 'quarters':\n return 'month' // no quarterly value available\n case 'years':\n return 'year'\n default:\n return 'day'\n }\n}\n\n/**\n * Converts a calendar year to an age based on the current age\n */\nexport function yearToAge(year: number, currentAge = 30, currentYear = DateTime.now().year) {\n return year - currentYear + currentAge\n}\n\n/**\n * Converts an age to a calendar year based on the current age\n */\nexport function ageToYear(age: number, currentAge = 30, currentYear = DateTime.now().year) {\n return age - currentAge + currentYear\n}\n\n/** Calculates an age from a DOB in ISO string format */\nexport function dobToAge(dob: string | Date | DateTime | null | undefined, now = DateTime.now()) {\n if (!dob) return null\n\n const normalizedDate =\n typeof dob === 'string'\n ? DateTime.fromISO(dob, { zone: 'utc' })\n : dob instanceof Date\n ? DateTime.fromJSDate(dob, { zone: 'utc' })\n : dob\n\n return Math.floor(now.diff(normalizedDate, 'years').years)\n}\n\n// We allow a maximum of 30 years of history for performance reasons (hypertable chunking)\nexport const MIN_SUPPORTED_DATE = DateTime.now().minus({ years: 30 })\nexport const MAX_SUPPORTED_DATE = DateTime.now()\n" }, { "path": "libs/shared/src/utils/geo-utils.ts", "content": "export const countries = [\n { name: 'Afghanistan', code: 'AF' },\n { name: 'Åland Islands', code: 'AX' },\n { name: 'Albania', code: 'AL' },\n { name: 'Algeria', code: 'DZ' },\n { name: 'American Samoa', code: 'AS' },\n { name: 'Andorra', code: 'AD' },\n { name: 'Angola', code: 'AO' },\n { name: 'Anguilla', code: 'AI' },\n { name: 'Antarctica', code: 'AQ' },\n { name: 'Antigua and Barbuda', code: 'AG' },\n { name: 'Argentina', code: 'AR' },\n { name: 'Armenia', code: 'AM' },\n { name: 'Aruba', code: 'AW' },\n { name: 'Australia', code: 'AU' },\n { name: 'Austria', code: 'AT' },\n { name: 'Azerbaijan', code: 'AZ' },\n { name: 'Bahamas', code: 'BS' },\n { name: 'Bahrain', code: 'BH' },\n { name: 'Bangladesh', code: 'BD' },\n { name: 'Barbados', code: 'BB' },\n { name: 'Belarus', code: 'BY' },\n { name: 'Belgium', code: 'BE' },\n { name: 'Belize', code: 'BZ' },\n { name: 'Benin', code: 'BJ' },\n { name: 'Bermuda', code: 'BM' },\n { name: 'Bhutan', code: 'BT' },\n { name: 'Bolivia (Plurinational State of)', code: 'BO' },\n { name: 'Bonaire, Sint Eustatius and Saba', code: 'BQ' },\n { name: 'Bosnia and Herzegovina', code: 'BA' },\n { name: 'Botswana', code: 'BW' },\n { name: 'Bouvet Island', code: 'BV' },\n { name: 'Brazil', code: 'BR' },\n { name: 'British Indian Ocean Territory', code: 'IO' },\n { name: 'Brunei Darussalam', code: 'BN' },\n { name: 'Bulgaria', code: 'BG' },\n { name: 'Burkina Faso', code: 'BF' },\n { name: 'Burundi', code: 'BI' },\n { name: 'Cabo Verde', code: 'CV' },\n { name: 'Cambodia', code: 'KH' },\n { name: 'Cameroon', code: 'CM' },\n { name: 'Canada', code: 'CA' },\n { name: 'Cayman Islands', code: 'KY' },\n { name: 'Central African Republic', code: 'CF' },\n { name: 'Chad', code: 'TD' },\n { name: 'Chile', code: 'CL' },\n { name: 'China', code: 'CN' },\n { name: 'Christmas Island', code: 'CX' },\n { name: 'Cocos (Keeling) Islands', code: 'CC' },\n { name: 'Colombia', code: 'CO' },\n { name: 'Comoros', code: 'KM' },\n { name: 'Congo', code: 'CG' },\n { name: 'Congo, Democratic Republic of the', code: 'CD' },\n { name: 'Cook Islands', code: 'CK' },\n { name: 'Costa Rica', code: 'CR' },\n { name: \"Côte d'Ivoire\", code: 'CI' },\n { name: 'Croatia', code: 'HR' },\n { name: 'Cuba', code: 'CU' },\n { name: 'Curaçao', code: 'CW' },\n { name: 'Cyprus', code: 'CY' },\n { name: 'Czechia', code: 'CZ' },\n { name: 'Denmark', code: 'DK' },\n { name: 'Djibouti', code: 'DJ' },\n { name: 'Dominica', code: 'DM' },\n { name: 'Dominican Republic', code: 'DO' },\n { name: 'Ecuador', code: 'EC' },\n { name: 'Egypt', code: 'EG' },\n { name: 'El Salvador', code: 'SV' },\n { name: 'Equatorial Guinea', code: 'GQ' },\n { name: 'Eritrea', code: 'ER' },\n { name: 'Estonia', code: 'EE' },\n { name: 'Eswatini', code: 'SZ' },\n { name: 'Ethiopia', code: 'ET' },\n { name: 'Falkland Islands (Malvinas)', code: 'FK' },\n { name: 'Faroe Islands', code: 'FO' },\n { name: 'Fiji', code: 'FJ' },\n { name: 'Finland', code: 'FI' },\n { name: 'France', code: 'FR' },\n { name: 'French Guiana', code: 'GF' },\n { name: 'French Polynesia', code: 'PF' },\n { name: 'French Southern Territories', code: 'TF' },\n { name: 'Gabon', code: 'GA' },\n { name: 'Gambia', code: 'GM' },\n { name: 'Georgia', code: 'GE' },\n { name: 'Germany', code: 'DE' },\n { name: 'Ghana', code: 'GH' },\n { name: 'Gibraltar', code: 'GI' },\n { name: 'Greece', code: 'GR' },\n { name: 'Greenland', code: 'GL' },\n { name: 'Grenada', code: 'GD' },\n { name: 'Guadeloupe', code: 'GP' },\n { name: 'Guam', code: 'GU' },\n { name: 'Guatemala', code: 'GT' },\n { name: 'Guernsey', code: 'GG' },\n { name: 'Guinea', code: 'GN' },\n { name: 'Guinea-Bissau', code: 'GW' },\n { name: 'Guyana', code: 'GY' },\n { name: 'Haiti', code: 'HT' },\n { name: 'Heard Island and McDonald Islands', code: 'HM' },\n { name: 'Holy See', code: 'VA' },\n { name: 'Honduras', code: 'HN' },\n { name: 'Hong Kong', code: 'HK' },\n { name: 'Hungary', code: 'HU' },\n { name: 'Iceland', code: 'IS' },\n { name: 'India', code: 'IN' },\n { name: 'Indonesia', code: 'ID' },\n { name: 'Iran (Islamic Republic of)', code: 'IR' },\n { name: 'Iraq', code: 'IQ' },\n { name: 'Ireland', code: 'IE' },\n { name: 'Isle of Man', code: 'IM' },\n { name: 'Israel', code: 'IL' },\n { name: 'Italy', code: 'IT' },\n { name: 'Jamaica', code: 'JM' },\n { name: 'Japan', code: 'JP' },\n { name: 'Jersey', code: 'JE' },\n { name: 'Jordan', code: 'JO' },\n { name: 'Kazakhstan', code: 'KZ' },\n { name: 'Kenya', code: 'KE' },\n { name: 'Kiribati', code: 'KI' },\n { name: \"Korea (Democratic People's Republic of)\", code: 'KP' },\n { name: 'Korea, Republic of', code: 'KR' },\n { name: 'Kuwait', code: 'KW' },\n { name: 'Kyrgyzstan', code: 'KG' },\n { name: \"Lao People's Democratic Republic\", code: 'LA' },\n { name: 'Latvia', code: 'LV' },\n { name: 'Lebanon', code: 'LB' },\n { name: 'Lesotho', code: 'LS' },\n { name: 'Liberia', code: 'LR' },\n { name: 'Libya', code: 'LY' },\n { name: 'Liechtenstein', code: 'LI' },\n { name: 'Lithuania', code: 'LT' },\n { name: 'Luxembourg', code: 'LU' },\n { name: 'Macao', code: 'MO' },\n { name: 'Madagascar', code: 'MG' },\n { name: 'Malawi', code: 'MW' },\n { name: 'Malaysia', code: 'MY' },\n { name: 'Maldives', code: 'MV' },\n { name: 'Mali', code: 'ML' },\n { name: 'Malta', code: 'MT' },\n { name: 'Marshall Islands', code: 'MH' },\n { name: 'Martinique', code: 'MQ' },\n { name: 'Mauritania', code: 'MR' },\n { name: 'Mauritius', code: 'MU' },\n { name: 'Mayotte', code: 'YT' },\n { name: 'Mexico', code: 'MX' },\n { name: 'Micronesia (Federated States of)', code: 'FM' },\n { name: 'Moldova, Republic of', code: 'MD' },\n { name: 'Monaco', code: 'MC' },\n { name: 'Mongolia', code: 'MN' },\n { name: 'Montenegro', code: 'ME' },\n { name: 'Montserrat', code: 'MS' },\n { name: 'Morocco', code: 'MA' },\n { name: 'Mozambique', code: 'MZ' },\n { name: 'Myanmar', code: 'MM' },\n { name: 'Namibia', code: 'NA' },\n { name: 'Nauru', code: 'NR' },\n { name: 'Nepal', code: 'NP' },\n { name: 'Netherlands', code: 'NL' },\n { name: 'New Caledonia', code: 'NC' },\n { name: 'New Zealand', code: 'NZ' },\n { name: 'Nicaragua', code: 'NI' },\n { name: 'Niger', code: 'NE' },\n { name: 'Nigeria', code: 'NG' },\n { name: 'Niue', code: 'NU' },\n { name: 'Norfolk Island', code: 'NF' },\n { name: 'North Macedonia', code: 'MK' },\n { name: 'Northern Mariana Islands', code: 'MP' },\n { name: 'Norway', code: 'NO' },\n { name: 'Oman', code: 'OM' },\n { name: 'Pakistan', code: 'PK' },\n { name: 'Palau', code: 'PW' },\n { name: 'Palestine, State of', code: 'PS' },\n { name: 'Panama', code: 'PA' },\n { name: 'Papua New Guinea', code: 'PG' },\n { name: 'Paraguay', code: 'PY' },\n { name: 'Peru', code: 'PE' },\n { name: 'Philippines', code: 'PH' },\n { name: 'Pitcairn', code: 'PN' },\n { name: 'Poland', code: 'PL' },\n { name: 'Portugal', code: 'PT' },\n { name: 'Puerto Rico', code: 'PR' },\n { name: 'Qatar', code: 'QA' },\n { name: 'Réunion', code: 'RE' },\n { name: 'Romania', code: 'RO' },\n { name: 'Russian Federation', code: 'RU' },\n { name: 'Rwanda', code: 'RW' },\n { name: 'Saint Barthélemy', code: 'BL' },\n { name: 'Saint Helena, Ascension and Tristan da Cunha', code: 'SH' },\n { name: 'Saint Kitts and Nevis', code: 'KN' },\n { name: 'Saint Lucia', code: 'LC' },\n { name: 'Saint Martin (French part)', code: 'MF' },\n { name: 'Saint Pierre and Miquelon', code: 'PM' },\n { name: 'Saint Vincent and the Grenadines', code: 'VC' },\n { name: 'Samoa', code: 'WS' },\n { name: 'San Marino', code: 'SM' },\n { name: 'Sao Tome and Principe', code: 'ST' },\n { name: 'Saudi Arabia', code: 'SA' },\n { name: 'Senegal', code: 'SN' },\n { name: 'Serbia', code: 'RS' },\n { name: 'Seychelles', code: 'SC' },\n { name: 'Sierra Leone', code: 'SL' },\n { name: 'Singapore', code: 'SG' },\n { name: 'Sint Maarten (Dutch part)', code: 'SX' },\n { name: 'Slovakia', code: 'SK' },\n { name: 'Slovenia', code: 'SI' },\n { name: 'Solomon Islands', code: 'SB' },\n { name: 'Somalia', code: 'SO' },\n { name: 'South Africa', code: 'ZA' },\n { name: 'South Georgia and the South Sandwich Islands', code: 'GS' },\n { name: 'South Sudan', code: 'SS' },\n { name: 'Spain', code: 'ES' },\n { name: 'Sri Lanka', code: 'LK' },\n { name: 'Sudan', code: 'SD' },\n { name: 'Suriname', code: 'SR' },\n { name: 'Svalbard and Jan Mayen', code: 'SJ' },\n { name: 'Sweden', code: 'SE' },\n { name: 'Switzerland', code: 'CH' },\n { name: 'Syrian Arab Republic', code: 'SY' },\n { name: 'Taiwan, Province of China', code: 'TW' },\n { name: 'Tajikistan', code: 'TJ' },\n { name: 'Tanzania, United Republic of', code: 'TZ' },\n { name: 'Thailand', code: 'TH' },\n { name: 'Timor-Leste', code: 'TL' },\n { name: 'Togo', code: 'TG' },\n { name: 'Tokelau', code: 'TK' },\n { name: 'Tonga', code: 'TO' },\n { name: 'Trinidad and Tobago', code: 'TT' },\n { name: 'Tunisia', code: 'TN' },\n { name: 'Turkey', code: 'TR' },\n { name: 'Turkmenistan', code: 'TM' },\n { name: 'Turks and Caicos Islands', code: 'TC' },\n { name: 'Tuvalu', code: 'TV' },\n { name: 'Uganda', code: 'UG' },\n { name: 'Ukraine', code: 'UA' },\n { name: 'United Arab Emirates', code: 'AE' },\n { name: 'United Kingdom of Great Britain and Northern Ireland', code: 'GB' },\n { name: 'United States', code: 'US' },\n { name: 'United States Minor Outlying Islands', code: 'UM' },\n { name: 'Uruguay', code: 'UY' },\n { name: 'Uzbekistan', code: 'UZ' },\n { name: 'Vanuatu', code: 'VU' },\n { name: 'Venezuela (Bolivarian Republic of)', code: 'VE' },\n { name: 'Viet Nam', code: 'VN' },\n { name: 'Virgin Islands (British)', code: 'VG' },\n { name: 'Virgin Islands (U.S.)', code: 'VI' },\n { name: 'Wallis and Futuna', code: 'WF' },\n { name: 'Western Sahara', code: 'EH' },\n { name: 'Yemen', code: 'YE' },\n { name: 'Zambia', code: 'ZM' },\n { name: 'Zimbabwe', code: 'ZW' },\n]\n\nexport const states = [\n { name: 'Alabama', code: 'AL' },\n { name: 'Alaska', code: 'AK' },\n { name: 'Arizona', code: 'AZ' },\n { name: 'Arkansas', code: 'AR' },\n { name: 'California', code: 'CA' },\n { name: 'Colorado', code: 'CO' },\n { name: 'Connecticut', code: 'CT' },\n { name: 'Delaware', code: 'DE' },\n { name: 'District of Columbia', code: 'DC' },\n { name: 'Florida', code: 'FL' },\n { name: 'Georgia', code: 'GA' },\n { name: 'Hawaii', code: 'HI' },\n { name: 'Idaho', code: 'ID' },\n { name: 'Illinois', code: 'IL' },\n { name: 'Indiana', code: 'IN' },\n { name: 'Iowa', code: 'IA' },\n { name: 'Kansas', code: 'KS' },\n { name: 'Kentucky', code: 'KY' },\n { name: 'Louisiana', code: 'LA' },\n { name: 'Maine', code: 'ME' },\n { name: 'Maryland', code: 'MD' },\n { name: 'Massachusetts', code: 'MA' },\n { name: 'Michigan', code: 'MI' },\n { name: 'Minnesota', code: 'MN' },\n { name: 'Mississippi', code: 'MS' },\n { name: 'Missouri', code: 'MO' },\n { name: 'Montana', code: 'MT' },\n { name: 'Nebraska', code: 'NE' },\n { name: 'Nevada', code: 'NV' },\n { name: 'New Hampshire', code: 'NH' },\n { name: 'New Jersey', code: 'NJ' },\n { name: 'New Mexico', code: 'NM' },\n { name: 'New York', code: 'NY' },\n { name: 'North Carolina', code: 'NC' },\n { name: 'North Dakota', code: 'ND' },\n { name: 'Ohio', code: 'OH' },\n { name: 'Oklahoma', code: 'OK' },\n { name: 'Oregon', code: 'OR' },\n { name: 'Pennsylvania', code: 'PA' },\n { name: 'Rhode Island', code: 'RI' },\n { name: 'South Carolina', code: 'SC' },\n { name: 'South Dakota', code: 'SD' },\n { name: 'Tennessee', code: 'TN' },\n { name: 'Texas', code: 'TX' },\n { name: 'Utah', code: 'UT' },\n { name: 'Vermont', code: 'VT' },\n { name: 'Virginia', code: 'VA' },\n { name: 'Washington', code: 'WA' },\n { name: 'West Virginia', code: 'WV' },\n { name: 'Wisconsin', code: 'WI' },\n { name: 'Wyoming', code: 'WY' },\n]\n" }, { "path": "libs/shared/src/utils/index.ts", "content": "export * as DateUtil from './date-utils'\nexport * as NumberUtil from './number-utils'\nexport * as SharedUtil from './shared-utils'\nexport * as TestUtil from './test-utils'\nexport * as AccountUtil from './account-utils'\nexport * as TransactionUtil from './transaction-utils'\nexport * as MarketUtil from './market-utils'\nexport * as PlanUtil from './plan-utils'\nexport * as StatsUtil from './stats-utils'\nexport * as UserUtil from './user-utils'\nexport * as Geo from './geo-utils'\n" }, { "path": "libs/shared/src/utils/market-utils.ts", "content": "// Option ticker reference: https://www.investopedia.com/ask/answers/05/052505.asp\n\nexport function isOptionTicker(ticker: string): boolean {\n return ticker.length >= 16\n}\n\nexport function getUnderlyingTicker(ticker: string): string | null {\n return ticker.length >= 16 ? ticker.slice(0, -15).trim() : null\n}\n" }, { "path": "libs/shared/src/utils/number-utils.spec.ts", "content": "import { calculatePercentChange, format } from './number-utils'\n\ndescribe('number-utils', () => {\n describe('calculatePercentChange', () => {\n test.each([\n [0, 100, Infinity],\n [0, -100, -Infinity],\n [0, 0, 0],\n [100, 100, 0],\n [-100, -100, 0],\n [100, 200, 1],\n [200, 100, -0.5],\n [null, 100, NaN],\n [100, null, NaN],\n [null, null, NaN],\n [NaN, 100, NaN],\n [100, NaN, NaN],\n [NaN, NaN, NaN],\n ])('(%i, %i) === %s', (from, to, percentage) => {\n expect(calculatePercentChange(from, to)).toStrictEqual(percentage)\n })\n })\n\n describe('currency formatting edge cases', () => {\n test.each([\n [NaN, '--'],\n [Infinity, `∞`],\n [-Infinity, `-∞`],\n [undefined, '--'],\n [null, '--'],\n ['invalid number string', '--'],\n ])('input=%s output=%s', (value, expectedValue) => {\n expect(format(value, 'currency')).toStrictEqual(expectedValue)\n })\n })\n\n describe('percentage formatting edge cases', () => {\n test.each([\n [NaN, '--'],\n [Infinity, `∞%`],\n [-Infinity, `-∞%`],\n [undefined, '--'],\n [null, '--'],\n ['invalid number string', '--'],\n ])('input=%s output=%s', (value, expectedValue) => {\n expect(format(value, 'percent')).toStrictEqual(expectedValue)\n })\n })\n\n describe('currency format', () => {\n test.each([\n ['20', '$20.00', undefined],\n [20, '$20.00', undefined],\n [20.45, '$20.45', undefined],\n [20, '$20.00', undefined],\n [2000, '$2,000.00', undefined],\n [2000, '$2,000', { minimumFractionDigits: 0 }],\n [2000.2, '$2,000.2', { minimumFractionDigits: 0 }],\n [2000.25, '$2,000.25', { minimumFractionDigits: 0 }],\n [2000.25, '$2,000', { minimumFractionDigits: 0, maximumFractionDigits: 0 }],\n ])('input=%s output=%s', (value, expectedValue, options) => {\n expect(format(value, 'currency', options)).toStrictEqual(expectedValue)\n })\n })\n\n describe('short currency format', () => {\n test.each([\n ['20', '$20.00', undefined],\n [20, '$20.00', undefined],\n [20.2, '$20.20', { minimumFractionDigits: 2, maximumFractionDigits: 2 }],\n [20, '$20.0', { minimumFractionDigits: 1, maximumFractionDigits: 2 }],\n [20.2, '$20.20', undefined],\n [20000, '$20k', undefined],\n [-20000, '-$20k', undefined],\n [-28000, '-$28k', undefined],\n [-28000, '-$28k', { minimumFractionDigits: 2, maximumFractionDigits: 2 }],\n [-28500, '-$28.5k', { minimumFractionDigits: 2, maximumFractionDigits: 2 }],\n [-28000, '-$28k', { minimumFractionDigits: 1, maximumFractionDigits: 2 }],\n [-28500, '-$28.5k', { minimumFractionDigits: 1, maximumFractionDigits: 2 }],\n [-28550, '-$28.55k', { minimumFractionDigits: 1, maximumFractionDigits: 2 }],\n [-28550, '-$28.6k', { minimumFractionDigits: 1, maximumFractionDigits: 1 }],\n [-28550, '-$29k', { minimumFractionDigits: 0, maximumFractionDigits: 0 }],\n [2_000_000, '$2m', undefined],\n [2_000_000, '$2m', undefined],\n [2_000_000_000, '$2b', undefined],\n [2_500_000_000, '$2.5b', undefined],\n [2_540_000_000, '$2.54b', undefined],\n [2_560_000_000, '$2.56b', undefined],\n [2_560_000_000, '$2.56b', { minimumFractionDigits: 2, maximumFractionDigits: 2 }],\n [2_500_000_000, '$2.5b', { minimumFractionDigits: 2, maximumFractionDigits: 2 }],\n [0, '$0.00', undefined],\n ])('input=%s output=%s', (value, expectedValue, options) => {\n expect(format(value, 'short-currency', options)).toStrictEqual(expectedValue)\n })\n })\n\n describe('percent format', () => {\n test.each([\n ['0.02', '+2%', undefined],\n [0.02, '+2%', undefined],\n ['-0.02', '-2%', undefined],\n [-0.02, '-2%', undefined],\n [20, '+2,000%', undefined],\n [20000, '+2,000,000%', undefined],\n [-20000, '-2,000,000%', undefined],\n [0, '0%', undefined],\n ])('input=%s output=%s', (value, expectedValue, options) => {\n expect(format(value, 'percent', options)).toStrictEqual(expectedValue)\n })\n })\n})\n" }, { "path": "libs/shared/src/utils/number-utils.ts", "content": "import type { Decimal, FormatString } from '../types'\nimport DecimalJS from 'decimal.js'\n\nexport function calculatePercentChange(_from: Decimal | null, _to: Decimal | null): Decimal\nexport function calculatePercentChange(_from: number | null, _to: number | null): number\nexport function calculatePercentChange(\n _from: Decimal | number | null,\n _to: Decimal | number | null\n): Decimal | number {\n const isDecimal = DecimalJS.isDecimal(_from) || DecimalJS.isDecimal(_to)\n\n if (_from == null || _to == null) return isDecimal ? new DecimalJS(NaN) : NaN\n\n const from = new DecimalJS(_from.toString())\n const to = new DecimalJS(_to.toString())\n\n const diff = to.minus(from)\n\n const pctChange = diff.isZero() ? new DecimalJS(0) : diff.dividedBy(from.abs())\n\n return isDecimal ? pctChange : pctChange.toNumber()\n}\n\nexport function format(\n value: Decimal | number | string | undefined | null,\n format: FormatString,\n options?: Intl.NumberFormatOptions\n): string {\n if (value == null) return '--'\n const _value = +value\n\n // Catches anything that's not a valid number\n if (!Number.isFinite(_value)) {\n switch (_value) {\n case Infinity:\n return format === 'percent' ? `∞%` : `∞`\n case -Infinity:\n return format === 'percent' ? `-∞%` : `-∞`\n default:\n return '--'\n }\n }\n\n const defaultCurrencyOptions: Intl.NumberFormatOptions = {\n style: 'currency',\n currency: 'USD',\n minimumFractionDigits: 2, // defaults to $X.XX\n maximumFractionDigits: 2,\n }\n\n const defaultDecimalOptions: Intl.NumberFormatOptions = {\n style: 'decimal',\n currency: 'USD',\n minimumFractionDigits: 0,\n maximumFractionDigits: 2,\n }\n\n if (format === 'currency') {\n return _value.toLocaleString('en-US', { ...defaultCurrencyOptions, ...options })\n }\n\n if (format === 'percent') {\n const defaultPercentageOptions: Intl.NumberFormatOptions = {\n style: 'percent',\n signDisplay: 'exceptZero',\n minimumFractionDigits: 0,\n maximumFractionDigits: 1,\n }\n\n return _value.toLocaleString('en-US', { ...defaultPercentageOptions, ...options })\n }\n\n if (format === 'decimal') {\n return _value.toLocaleString('en-US', { ...defaultDecimalOptions, ...options })\n }\n\n const shortUnits = [\n { value: 1e12, symbol: 't' },\n { value: 1e9, symbol: 'b' },\n { value: 1e6, symbol: 'm' },\n { value: 1e3, symbol: 'k' },\n { value: 1, symbol: '' },\n ]\n\n // This should always be the last case because regexp are expensive computations\n if (['short-currency', 'short-decimal'].includes(format)) {\n const defaultOptions =\n format === 'short-currency' ? defaultCurrencyOptions : defaultDecimalOptions\n\n const item = shortUnits.find(function (item) {\n return Math.abs(_value) >= item.value\n })\n\n if (!item) {\n return _value.toLocaleString('en-US', { ...defaultOptions, ...options })\n }\n\n const initialString = (_value / item.value).toLocaleString('en-US', {\n ...defaultOptions,\n ...options,\n })\n\n // For larger numbers like \"$20.00k\", strip the zeroes at the end ($20.00k => $20k)\n const rx = /\\.0+$|(\\.[0-9]*[1-9])0+$/\n const stripZeroString =\n Math.abs(_value) > 999 ? initialString.replace(rx, '$1') : initialString\n return stripZeroString + item.symbol\n }\n\n throw new Error('Invalid format type')\n}\n\n/**\n * Lodash `sumBy` equivalent that supports Decimal.js\n */\nexport function sumBy(a: T[] | null | undefined, by: (item: T) => DecimalJS): DecimalJS {\n return a != null && a.length > 0 ? DecimalJS.sum(...a.map(by)) : new DecimalJS(0)\n}\n" }, { "path": "libs/shared/src/utils/plan-utils.ts", "content": "import type { SharedType } from '..'\nimport type { PlanProjectionResponse } from '../types'\n\nexport const DEFAULT_AGE = 30\nexport const DEFAULT_LIFE_EXPECTANCY = 85\nexport const CONFIDENCE_INTERVAL = 0.9\nexport const RETIREMENT_MILESTONE_AGE = 65\n\nexport enum PlanEventCategory {}\nexport enum PlanMilestoneCategory {\n Retirement = 'retirement',\n FI = 'fi',\n}\n\nexport function resolveMilestoneYear(\n projection: PlanProjectionResponse['projection'],\n id: SharedType.PlanMilestone['id']\n): number | undefined {\n return projection.data.find((d) => d.values.milestones.some((m) => m.id === id))?.values.year\n}\n" }, { "path": "libs/shared/src/utils/shared-utils.spec.ts", "content": "import _ from 'lodash'\nimport { paginate, paginateIt, chunkIt, withRetry } from './shared-utils'\n\ndescribe('paginate', () => {\n it.each`\n pageSize | dataSize | fetchCalls\n ${10} | ${0} | ${1}\n ${10} | ${1} | ${1}\n ${10} | ${10} | ${2}\n ${10} | ${11} | ${2}\n ${10} | ${20} | ${3}\n `(\n `paginates correctly: (pageSize: $pageSize, dataSize: $dataSize)`,\n async ({ pageSize, dataSize, fetchCalls }) => {\n const mockFetchData = jest.fn((offset, count) =>\n Promise.resolve(_.slice(_.range(dataSize), offset, offset + count))\n )\n\n const result = await paginate({\n pageSize,\n fetchData: mockFetchData,\n })\n\n expect(result).toHaveLength(dataSize)\n expect(result).toEqual(_.range(dataSize))\n\n expect(mockFetchData).toHaveBeenCalledTimes(fetchCalls)\n _.range(fetchCalls).map((i) => {\n expect(mockFetchData).toHaveBeenNthCalledWith(i + 1, i * pageSize, pageSize)\n })\n }\n )\n})\n\ndescribe('paginateIt', () => {\n it.each`\n pageSize | dataSize | fetchCalls\n ${10} | ${0} | ${1}\n ${10} | ${1} | ${1}\n ${10} | ${10} | ${2}\n ${10} | ${11} | ${2}\n ${10} | ${20} | ${3}\n `(\n `paginates correctly: (pageSize: $pageSize, dataSize: $dataSize)`,\n async ({ pageSize, dataSize, fetchCalls }) => {\n const mockFetchData = jest.fn((offset, count) =>\n Promise.resolve(_.slice(_.range(dataSize), offset, offset + count))\n )\n\n const it = paginateIt({\n pageSize,\n fetchData: mockFetchData,\n })\n\n const result = []\n for await (const page of it) {\n result.push(...page)\n }\n\n expect(result).toHaveLength(dataSize)\n expect(result).toEqual(_.range(dataSize))\n\n expect(mockFetchData).toHaveBeenCalledTimes(fetchCalls)\n _.range(fetchCalls).map((i) => {\n expect(mockFetchData).toHaveBeenNthCalledWith(i + 1, i * pageSize, pageSize)\n })\n }\n )\n})\n\ndescribe('chunkIt', () => {\n it('lazily chunks iterable', async () => {\n const data = ['a', 'b', 'c']\n\n const yieldTracker = jest.fn(() => {\n /* noop */\n })\n\n const iterable: AsyncIterable = {\n async *[Symbol.asyncIterator]() {\n for (const x of data) {\n yieldTracker()\n yield x\n }\n },\n }\n\n const it = chunkIt(iterable, 2)\n\n const chunk1 = await it.next()\n expect(chunk1.value).toHaveLength(2)\n expect(chunk1.value).toEqual(['a', 'b'])\n expect(yieldTracker).toHaveBeenCalledTimes(2)\n\n const chunk2 = await it.next()\n expect(chunk2.value).toHaveLength(1)\n expect(chunk2.value).toEqual(['c'])\n expect(yieldTracker).toHaveBeenCalledTimes(3)\n })\n})\n\ndescribe('withRetry', () => {\n it.each`\n failAttempts | maxRetries\n ${0} | ${5}\n ${1} | ${5}\n ${2} | ${5}\n ${5} | ${5}\n `(\n `retries correctly: (failAttempts: $failAttempts, maxRetries: $maxRetries)`,\n async ({ failAttempts, maxRetries }) => {\n const mock = jest.fn((attempt) => {\n if (attempt < failAttempts) throw new Error(`keep trying!`)\n return 'done'\n })\n\n await withRetry(mock, { maxRetries })\n\n expect(mock).toHaveBeenCalledTimes(failAttempts + 1)\n _.range(failAttempts + 1).map((i) => {\n expect(mock).toHaveBeenNthCalledWith(i + 1, i)\n })\n }\n )\n\n it(`throws last error`, async () => {\n const maxRetries = 5\n\n const mock = jest.fn((attempt) => {\n throw new Error(`keep trying! attempt: ${attempt}`)\n })\n\n expect(withRetry(mock, { maxRetries })).rejects.toThrow()\n expect(mock).toHaveBeenCalledTimes(maxRetries + 1)\n })\n\n it(`obeys onError poison pill`, async () => {\n const maxRetries = 5\n const exitAfterAttempts = 1\n\n const mock = jest.fn((attempt) => {\n throw new Error(`keep trying! attempt: ${attempt}`)\n })\n\n const mockOnError = jest.fn((_err, attempt) => attempt < exitAfterAttempts)\n\n expect(withRetry(mock, { maxRetries, onError: mockOnError })).rejects.toThrow()\n expect(mock).toHaveBeenCalledTimes(exitAfterAttempts + 1)\n expect(mockOnError).toHaveBeenCalledTimes(exitAfterAttempts + 1)\n })\n})\n" }, { "path": "libs/shared/src/utils/shared-utils.ts", "content": "export function isNull(value: T | null | undefined): value is null | undefined {\n return value == null\n}\n\nexport function nonNull(value: T | null | undefined): value is NonNullable {\n return !isNull(value)\n}\n\nexport function isFullfilled(p: PromiseSettledResult): p is PromiseFulfilledResult {\n return p.status === 'fulfilled'\n}\n\nexport function stringToArray(s: string): string[]\nexport function stringToArray(s: string | null | undefined): string[] | undefined\nexport function stringToArray(s: string | null | undefined, sep = ','): string[] | undefined {\n return s?.split(sep).map((x) => x.trim())\n}\n\n/**\n * Helper function for paginating data (typically from an API)\n */\nexport async function paginate({\n fetchData,\n pageSize,\n delay,\n}: {\n fetchData: (offset: number, count: number) => Promise\n pageSize: number\n delay?: { onDelay: (message: string) => void; milliseconds: number }\n}): Promise {\n const result: TData[] = []\n let offset = 0\n let data: TData[] = []\n\n do {\n // fetch one page of data\n data = await fetchData(offset, pageSize)\n\n // yield each item in the page (lets the async iterator move through one page of data)\n result.push(...data)\n\n // increase the offset by the page count so the next iteration fetches fresh data\n offset += pageSize\n\n if (delay && data.length >= pageSize) {\n delay.onDelay(`Waiting ${delay.milliseconds / 1000} seconds`)\n await new Promise((resolve) => setTimeout(resolve, delay.milliseconds))\n }\n } while (data.length >= pageSize)\n\n return result\n}\n\n/**\n * Helper function for paginating data with a next data url\n */\nexport async function paginateWithNextUrl({\n fetchData,\n pageSize,\n delay,\n}: {\n fetchData: (\n limit: number,\n nextCursor: string | undefined\n ) => Promise<{ data: TData[]; nextUrl: string | undefined }>\n pageSize: number\n delay?: { onDelay: (message: string) => void; milliseconds: number }\n}): Promise {\n let hasNextPage = true\n let nextCursor: string | undefined = undefined\n const result: TData[] = []\n\n while (hasNextPage) {\n const response: { data: TData[]; nextUrl: string | undefined } = await fetchData(\n pageSize,\n nextCursor\n )\n const data = response.data\n const nextUrl: string | undefined = response.nextUrl ?? undefined\n nextCursor = nextUrl ? new URL(nextUrl).searchParams.get('cursor') ?? undefined : undefined\n\n result.push(...data)\n\n hasNextPage = !!nextCursor\n\n if (delay) {\n delay.onDelay(`Waiting ${delay.milliseconds / 1000} seconds`)\n await new Promise((resolve) => setTimeout(resolve, delay.milliseconds))\n }\n }\n\n return result\n}\n\n/**\n * Helper function for paginating data using a generator (typically from an API)\n */\nexport async function* paginateIt({\n fetchData,\n pageSize,\n}: {\n fetchData: (offset: number, count: number) => Promise\n pageSize: number\n}): AsyncGenerator {\n let offset = 0\n let data: TData[] = []\n\n do {\n // fetch one page of data\n data = await fetchData(offset, pageSize)\n\n // yield each item in the page (lets the async iterator move through one page of data)\n yield data\n\n // increase the offset by the page count so the next iteration fetches fresh data\n offset += pageSize\n } while (data.length >= pageSize)\n}\n\n/**\n * Helper function for generating chunks from an `AsyncIterable`\n */\nexport async function* chunkIt(it: AsyncIterable, size: number): AsyncGenerator {\n let chunk: T[] = []\n\n for await (const item of it) {\n chunk.push(item)\n\n if (chunk.length === size) {\n yield chunk\n chunk = []\n }\n }\n\n if (chunk.length > 0) yield chunk\n}\n\n/**\n * Wraps a function with basic retry logic\n */\nexport async function withRetry(\n fn: (attempt: number) => TResult | Promise,\n {\n maxRetries = 10,\n onError,\n delay,\n }: {\n maxRetries?: number\n onError?(error: unknown, attempt: number): boolean | undefined // true = retry, false = stop\n delay?: number // milliseconds\n } = {}\n) {\n let retries = 0\n let lastError: unknown\n\n while (retries <= maxRetries) {\n if (delay && retries > 0) {\n await new Promise((resolve) => setTimeout(resolve, delay))\n }\n\n try {\n const res = await fn(retries)\n return res\n } catch (err) {\n lastError = err\n\n if (onError) {\n const shouldRetry = onError(err, retries)\n if (!shouldRetry) {\n break\n }\n }\n\n retries++\n }\n }\n\n throw lastError\n}\n\n/**\n * Ensures a URL contains an HTTP(s) protocol and does NOT end with a slash\n */\nexport function normalizeUrl(url: string) {\n // Add protocol if missing\n if (!/^https?:\\/\\//i.test(url)) url = `http://${url}`\n\n // Remove trailing slash\n if (url.endsWith('/')) url = url.slice(0, -1)\n\n return url\n}\n" }, { "path": "libs/shared/src/utils/stats-utils.spec.ts", "content": "import Decimal from 'decimal.js'\nimport { confidenceInterval, mean, stddev, variance, quantiles, quantilesBy } from './stats-utils'\n\nconst d = (x: Decimal.Value) => new Decimal(x)\n\ndescribe('stats', () => {\n it.each`\n data | mean | variance | stddev | ci\n ${[1, 7, 9, 15]} | ${8} | ${25} | ${5} | ${[3.1, 12.9]}\n `('calculates data=$data μ=$mean σ²=$variance σ=$stddev ci=$ci', (x) => {\n expect(mean(x.data)).toEqual(d(x.mean))\n expect(variance(x.data)).toEqual(d(x.variance))\n expect(stddev(x.data)).toEqual(d(x.stddev))\n expect(confidenceInterval(x.data)).toEqual(x.ci.map(d))\n })\n\n it('calculates quantiles', () => {\n const res = quantiles([1, 3, 2, 5, 4], ['0', '0.1', '0.25', '0.5', '0.75', '0.9', '1'])\n\n expect(res).toHaveLength(7)\n expect(res).toEqual([1, 1, 2, 3, 4, 5, 5].map(d))\n })\n\n it('calculates median using average of middle 2 elements', () => {\n const res = quantiles([1, 2, 3, 4], ['0.5'])\n\n expect(res[0]).toEqual(d(2.5))\n })\n\n it('calcualtes quantiles by property', () => {\n const data = [{ a: 1 }, { a: 2 }, { a: 3 }, { a: 4 }]\n\n const res = quantilesBy(data, (item) => new Decimal(item.a), ['0.5'])\n\n expect(res[0]).toEqual(data[1])\n })\n})\n" }, { "path": "libs/shared/src/utils/stats-utils.ts", "content": "import Decimal from 'decimal.js'\nimport sortBy from 'lodash/sortBy'\n\nexport function mean(x: Decimal.Value[]): Decimal {\n if (!x.length) throw new Error('mean requires at least 1 data point')\n return Decimal.sum(...x).div(x.length)\n}\n\nexport function variance(x: Decimal.Value[]): Decimal {\n const meanValue = mean(x)\n return Decimal.sum(...x.map((k) => Decimal.sub(k, meanValue).pow(2))).div(x.length)\n}\n\nexport function stddev(x: Decimal.Value[]): Decimal {\n return variance(x).sqrt()\n}\n\nexport function confidenceInterval(\n x: Decimal.Value[],\n z: Decimal.Value = 1.96 // 90% = 1.645, 95% = 1.96, 99% = 2.58\n): [Decimal, Decimal] {\n const meanValue = mean(x)\n const v = Decimal.mul(z, stddev(x).div(Decimal.sqrt(x.length)))\n return [meanValue.minus(v), meanValue.plus(v)]\n}\n\nfunction boxMullerTransform(): [z0: number, z1: number] {\n const u1 = Math.random()\n const u2 = Math.random()\n\n return [\n Math.sqrt(-2.0 * Math.log(u1)) * Math.cos(2.0 * Math.PI * u2),\n Math.sqrt(-2.0 * Math.log(u1)) * Math.sin(2.0 * Math.PI * u2),\n ]\n}\n\n/**\n * Generates random number using normal distribution around a specified mean / stddev\n */\nexport function randomNormal(mean: Decimal.Value, std: Decimal.Value): Decimal {\n const [z0] = boxMullerTransform()\n return Decimal.mul(z0, std).plus(mean)\n}\n\nfunction countIf(data: T[], fn: (item: T) => boolean): number {\n let count = 0\n for (const item of data) {\n if (fn(item)) count++\n }\n return count\n}\n\n/**\n * returns percentage of items meeting a specific criteria\n */\nexport function rateOf(data: T[], fn: (item: T) => boolean): Decimal {\n return Decimal.div(countIf(data, fn), data.length)\n}\n\nexport function quantiles(data: Decimal.Value[], p: Decimal.Value[]): Decimal[] {\n const tiles = p.map(_toDecimal)\n const sorted = data.map(_toDecimal).sort((a, b) => a.cmp(b))\n\n return tiles.map((tile) => _quantileSorted(sorted, tile, mean))\n}\n\nexport function quantilesBy(data: T[], by: (item: T) => Decimal, p: Decimal.Value[]): T[] {\n const tiles = p.map(_toDecimal)\n const sorted = sortBy(data, (item) => by(item).toNumber())\n\n return tiles.map((tile) => _quantileSorted(sorted, tile, (data) => data[0]))\n}\n\nfunction _quantileSorted(x: T[], p: Decimal, avg: (data: [T, T]) => T): T {\n const idx = x.length * +p\n if (x.length === 0) {\n throw new Error('quantile requires at least one data point.')\n } else if (p.lt(0) || p.gt(1)) {\n throw new Error('quantiles must be between 0 and 1')\n } else if (p.eq(1)) {\n // If p is 1, directly return the last element\n return x[x.length - 1]\n } else if (p.isZero()) {\n // If p is 0, directly return the first element\n return x[0]\n } else if (idx % 1 !== 0) {\n // If p is not integer, return the next element in array\n return x[Math.ceil(idx) - 1]\n } else if (x.length % 2 === 0) {\n // If the list has even-length, we'll take the average of this number\n // and the next value, if there is one\n return avg([x[idx - 1], x[idx]])\n } else {\n // Finally, in the simple case of an integer value\n // with an odd-length list, return the x value at the index.\n return x[idx]\n }\n}\n\nfunction _toDecimal(x: Decimal.Value): Decimal {\n return x instanceof Decimal ? x : new Decimal(x)\n}\n" }, { "path": "libs/shared/src/utils/test-utils.ts", "content": "export function axiosSuccess(data: T) {\n return {\n status: 200,\n statusText: '200',\n headers: {},\n config: {},\n data,\n }\n}\n\nexport function axios400Error(data: T) {\n return {\n config: {},\n response: {\n status: 400,\n statusText: '400',\n headers: {},\n config: {},\n data,\n },\n isAxiosError: true,\n }\n}\n" }, { "path": "libs/shared/src/utils/transaction-utils.ts", "content": "// For now, we'll maintain a fixed list of categories. Eventually, we'll accept any string input\nexport const CATEGORIES = [\n 'Income',\n 'Shopping',\n 'Utilities',\n 'Food and Drink',\n 'Home Improvement',\n 'Health',\n 'Transportation',\n 'Travel',\n 'Housing Payments',\n 'Vehicle Payments',\n 'Other Payments',\n 'Other',\n]\n" }, { "path": "libs/shared/src/utils/user-utils.ts", "content": "export const MAX_MAYBE_LENGTH = 180\n\nexport const userTitles = [\n 'DIY Investor',\n 'Internet Businessman',\n 'Soon-to-be Millionaire',\n 'Inevitable Billionaire',\n 'Passive Income Pro',\n 'Curious Self-Starter',\n 'Crypto Whale',\n 'Complete Degen',\n 'Stock Market Maverick',\n 'Wall Street Insider',\n 'NFT Collector',\n 'Real Estate Mogul',\n 'Diamond Hands',\n 'Savings Savant',\n 'Aspiring Retiree',\n 'FIRE seeker',\n 'FatFIRE hopeful',\n 'Credit Card Connoisseur',\n 'Debt Destroyer',\n 'Investing Novice',\n 'Economic Enthusiast',\n 'Freedom Seeker',\n 'Bootstrapped Founder',\n 'Smart Saver',\n 'Wealth Builder',\n 'Budget Master',\n 'Financial Freedom Fighter',\n 'Stock Market Enthusiast',\n 'Savvy Spender',\n]\n\nexport const randomUserTitle = (except?: string) =>\n userTitles.filter((title) => title !== except)[\n Math.floor(Math.random() * (userTitles.length - (except ? 1 : 0)))\n ]\n" }, { "path": "libs/shared/tsconfig.json", "content": "{\n \"extends\": \"../../tsconfig.base.json\",\n \"compilerOptions\": {\n \"esModuleInterop\": true,\n \"strict\": true\n },\n \"files\": [],\n \"include\": [],\n \"references\": [\n {\n \"path\": \"./tsconfig.lib.json\"\n },\n {\n \"path\": \"./tsconfig.spec.json\"\n }\n ]\n}\n" }, { "path": "libs/shared/tsconfig.lib.json", "content": "{\n \"extends\": \"./tsconfig.json\",\n \"compilerOptions\": {\n \"module\": \"commonjs\",\n \"outDir\": \"../../dist/out-tsc\",\n \"declaration\": true,\n \"types\": [\"node\"]\n },\n \"exclude\": [\"**/*.spec.ts\", \"**/*.test.ts\", \"jest.config.ts\"],\n \"include\": [\"**/*.ts\"]\n}\n" }, { "path": "libs/shared/tsconfig.spec.json", "content": "{\n \"extends\": \"./tsconfig.json\",\n \"compilerOptions\": {\n \"outDir\": \"../../dist/out-tsc\",\n \"module\": \"commonjs\",\n \"types\": [\"jest\", \"node\"]\n },\n \"include\": [\n \"**/*.spec.ts\",\n \"**/*.test.ts\",\n \"**/*.spec.tsx\",\n \"**/*.test.tsx\",\n \"**/*.spec.js\",\n \"**/*.test.js\",\n \"**/*.spec.jsx\",\n \"**/*.test.jsx\",\n \"**/*.d.ts\",\n \"jest.config.ts\"\n ]\n}\n" }, { "path": "libs/teller-api/.eslintrc.json", "content": "{\n \"extends\": [\"../../.eslintrc.json\"],\n \"ignorePatterns\": [\"!**/*\"],\n \"overrides\": [\n {\n \"files\": [\"*.ts\", \"*.tsx\", \"*.js\", \"*.jsx\"],\n \"rules\": {}\n },\n {\n \"files\": [\"*.ts\", \"*.tsx\"],\n \"rules\": {}\n },\n {\n \"files\": [\"*.js\", \"*.jsx\"],\n \"rules\": {}\n }\n ]\n}\n" }, { "path": "libs/teller-api/jest.config.ts", "content": "/* eslint-disable */\nexport default {\n displayName: 'teller-api',\n preset: '../../jest.preset.js',\n globals: {\n 'ts-jest': {\n tsconfig: '/tsconfig.spec.json',\n },\n },\n testEnvironment: 'node',\n transform: {\n '^.+\\\\.[tj]sx?$': 'ts-jest',\n },\n moduleFileExtensions: ['ts', 'tsx', 'js', 'jsx'],\n coverageDirectory: '../../coverage/libs/teller-api',\n}\n" }, { "path": "libs/teller-api/src/index.ts", "content": "export * from './teller-api'\nexport * as TellerTypes from './types'\n" }, { "path": "libs/teller-api/src/teller-api.ts", "content": "import type { AxiosInstance, AxiosRequestConfig } from 'axios'\nimport type {\n GetAccountResponse,\n GetAccountsResponse,\n GetAccountBalancesResponse,\n GetIdentityResponse,\n GetTransactionResponse,\n GetTransactionsResponse,\n DeleteAccountResponse,\n GetAccountDetailsResponse,\n GetInstitutionsResponse,\n AuthenticatedRequest,\n GetAccountRequest,\n DeleteAccountRequest,\n GetAccountDetailsRequest,\n GetAccountBalancesRequest,\n GetTransactionsRequest,\n GetTransactionRequest,\n} from './types'\nimport axios from 'axios'\nimport * as fs from 'fs'\nimport * as https from 'https'\n\n/**\n * Basic typed mapping for Teller API\n */\nexport class TellerApi {\n private api: AxiosInstance | null = null\n\n /**\n * List accounts a user granted access to in Teller Connect\n *\n * https://teller.io/docs/api/accounts\n */\n\n async getAccounts({ accessToken }: AuthenticatedRequest): Promise {\n const accounts = await this.get(`/accounts`, accessToken)\n const accountsWithBalances = await Promise.all(\n accounts.map(async (account) => {\n const balance = await this.getAccountBalances({\n accountId: account.id,\n accessToken,\n })\n return {\n ...account,\n balance,\n }\n })\n )\n return accountsWithBalances\n }\n\n /**\n * Get a single account by id\n *\n * https://teller.io/docs/api/accounts\n */\n\n async getAccount({ accountId, accessToken }: GetAccountRequest): Promise {\n return this.get(`/accounts/${accountId}`, accessToken)\n }\n\n /**\n * Delete the application's access to an account. Does not delete the account itself.\n *\n * https://teller.io/docs/api/accounts\n */\n\n async deleteAccount({\n accountId,\n accessToken,\n }: DeleteAccountRequest): Promise {\n return this.delete(`/accounts/${accountId}`, accessToken)\n }\n\n /**\n * Get account details for a single account\n *\n * https://teller.io/docs/api/account/details\n */\n\n async getAccountDetails({\n accountId,\n accessToken,\n }: GetAccountDetailsRequest): Promise {\n return this.get(`/accounts/${accountId}/details`, accessToken)\n }\n\n /**\n * Get account balances for a single account\n *\n * https://teller.io/docs/api/account/balances\n */\n\n async getAccountBalances({\n accountId,\n accessToken,\n }: GetAccountBalancesRequest): Promise {\n return this.get(`/accounts/${accountId}/balances`, accessToken)\n }\n\n /**\n * Get transactions for a single account\n *\n * https://teller.io/docs/api/transactions\n */\n\n async getTransactions({\n accountId,\n accessToken,\n }: GetTransactionsRequest): Promise {\n return this.get(`/accounts/${accountId}/transactions`, accessToken)\n }\n\n /**\n * Get a single transaction by id\n *\n * https://teller.io/docs/api/transactions\n */\n\n async getTransaction({\n accountId,\n transactionId,\n accessToken,\n }: GetTransactionRequest): Promise {\n return this.get(\n `/accounts/${accountId}/transactions/${transactionId}`,\n accessToken\n )\n }\n\n /**\n * Get identity for a single account\n *\n * https://teller.io/docs/api/identity\n */\n\n async getIdentity({ accessToken }: AuthenticatedRequest): Promise {\n return this.get(`/identity`, accessToken)\n }\n\n /**\n * Get list of supported institutions, access token not needed\n *\n * https://teller.io/docs/api/identity\n */\n\n async getInstitutions(): Promise {\n return this.get(`/institutions`, '')\n }\n\n private async getApi(accessToken: string): Promise {\n const cert = fs.readFileSync('./certs/certificate.pem')\n const key = fs.readFileSync('./certs/private_key.pem')\n\n const agent = new https.Agent({\n cert: cert,\n key: key,\n })\n\n if (!this.api) {\n this.api = axios.create({\n httpsAgent: agent,\n baseURL: `https://api.teller.io`,\n timeout: 30_000,\n headers: {\n Accept: 'application/json',\n },\n auth: {\n username: accessToken,\n password: '',\n },\n })\n } else if (this.api.defaults.auth?.username !== accessToken) {\n this.api.defaults.auth = {\n username: accessToken,\n password: '',\n }\n }\n\n return this.api\n }\n\n /** Generic API GET request method */\n private async get(\n path: string,\n accessToken: string,\n params?: any,\n config?: AxiosRequestConfig\n ): Promise {\n const api = await this.getApi(accessToken)\n return api.get(path, { params, ...config }).then(({ data }) => data)\n }\n\n /** Generic API POST request method */\n private async post(\n path: string,\n accessToken: string,\n body?: any,\n config?: AxiosRequestConfig\n ): Promise {\n const api = await this.getApi(accessToken)\n return api.post(path, body, config).then(({ data }) => data)\n }\n\n /** Generic API DELETE request method */\n private async delete(\n path: string,\n accessToken: string,\n params?: any,\n config?: AxiosRequestConfig\n ): Promise {\n const api = await this.getApi(accessToken)\n return api.delete(path, { params, ...config }).then(({ data }) => data)\n }\n}\n" }, { "path": "libs/teller-api/src/types/account-balance.ts", "content": "// https://teller.io/docs/api/account/balances\nimport type { AuthenticatedRequest } from './authentication'\n\nexport type AccountBalance = {\n account_id: string\n ledger: string\n available: string\n links: {\n self: string\n account: string\n }\n}\n\nexport type GetAccountBalancesResponse = AccountBalance\nexport interface GetAccountBalancesRequest extends AuthenticatedRequest {\n accountId: string\n}\n" }, { "path": "libs/teller-api/src/types/account-details.ts", "content": "// https://teller.io/docs/api/account/details\n\nimport type { AuthenticatedRequest } from './authentication'\n\nexport type AccountDetails = {\n account_id: string\n account_number: string\n links: {\n account: string\n self: string\n }\n routing_numbers: {\n ach?: string\n wire?: string\n bacs?: string\n }\n}\n\nexport type GetAccountDetailsResponse = AccountDetails\nexport interface GetAccountDetailsRequest extends AuthenticatedRequest {\n accountId: string\n}\n" }, { "path": "libs/teller-api/src/types/accounts.ts", "content": "// https://teller.io/docs/api/accounts\nimport type { AccountBalance } from './account-balance'\nimport type { AuthenticatedRequest } from './authentication'\n\nexport type AccountTypes = 'depository' | 'credit'\n\nexport enum AccountType {\n 'depository',\n 'credit',\n}\n\nexport type DepositorySubtypes =\n | 'checking'\n | 'savings'\n | 'money_market'\n | 'certificate_of_deposit'\n | 'treasury'\n | 'sweep'\n\nexport type CreditSubtype = 'credit_card'\n\nexport type AccountStatus = 'open' | 'closed'\n\ninterface BaseAccount {\n enrollment_id: string\n links: {\n balances: string\n self: string\n transactions: string\n }\n institution: {\n name: string\n id: string\n }\n name: string\n currency: string\n id: string\n last_four: string\n status: AccountStatus\n}\n\ninterface DepositoryAccount extends BaseAccount {\n type: 'depository'\n subtype: DepositorySubtypes\n}\n\ninterface CreditAccount extends BaseAccount {\n type: 'credit'\n subtype: CreditSubtype\n}\n\nexport type Account = DepositoryAccount | CreditAccount\n\nexport type AccountWithBalances = Account & {\n balance: AccountBalance\n}\n\nexport type GetAccountsResponse = AccountWithBalances[]\nexport type GetAccountResponse = Account\nexport type DeleteAccountResponse = void\n\nexport interface GetAccountRequest extends AuthenticatedRequest {\n accountId: string\n}\n\nexport type DeleteAccountRequest = GetAccountRequest\n" }, { "path": "libs/teller-api/src/types/authentication.ts", "content": "// https://teller.io/docs/api/authentication\n\nexport type AuthenticationResponse = {\n token: string\n}\n\nexport type AuthenticatedRequest = {\n accessToken: string\n}\n" }, { "path": "libs/teller-api/src/types/enrollment.ts", "content": "export type Enrollment = {\n accessToken: string\n user: {\n id: string\n }\n enrollment: {\n id: string\n institution: {\n name: string\n }\n }\n signatures?: string[]\n}\n" }, { "path": "libs/teller-api/src/types/error.ts", "content": "export type TellerError = {\n error: {\n code: string\n message: string\n }\n}\n" }, { "path": "libs/teller-api/src/types/identity.ts", "content": "// https://teller.io/docs/api/identity\n\nimport type { Account } from './accounts'\n\nexport type Identity = {\n type: 'person' | 'business'\n names: Name[]\n data: string\n addresses: Address[]\n phone_numbers: PhoneNumber[]\n emails: Email[]\n}\n\ntype Name = {\n type: 'name' | 'alias'\n}\n\ntype Address = {\n primary: boolean\n street: string\n city: string\n region: string\n postal_code: string\n country_code: string\n}\n\ntype Email = {\n data: string\n}\n\ntype PhoneNumber = {\n type: 'mobile' | 'home' | 'work' | 'unknown'\n data: string\n}\n\nexport type GetIdentityResponse = {\n account: Account\n owners: Identity[]\n}[]\n" }, { "path": "libs/teller-api/src/types/index.ts", "content": "export * from './accounts'\nexport * from './account-balance'\nexport * from './account-details'\nexport * from './authentication'\nexport * from './error'\nexport * from './enrollment'\nexport * from './identity'\nexport * from './institutions'\nexport * from './transactions'\nexport * from './webhooks'\n" }, { "path": "libs/teller-api/src/types/institutions.ts", "content": "// https://api.teller.io/institutions\n// Note: Teller says this is subject to change, specifically the `capabilities` field\n\nexport type Institution = {\n id: string\n name: string\n capabilities: Capability[]\n}\n\ntype Capability = 'detail' | 'balance' | 'transaction' | 'identity'\n\nexport type GetInstitutionsResponse = Institution[]\n" }, { "path": "libs/teller-api/src/types/transactions.ts", "content": "// https://teller.io/docs/api/account/transactions\n\nimport type { AuthenticatedRequest } from './authentication'\n\ntype DetailCategory =\n | 'accommodation'\n | 'advertising'\n | 'bar'\n | 'charity'\n | 'clothing'\n | 'dining'\n | 'education'\n | 'electronics'\n | 'entertainment'\n | 'fuel'\n | 'general'\n | 'groceries'\n | 'health'\n | 'home'\n | 'income'\n | 'insurance'\n | 'investment'\n | 'loan'\n | 'office'\n | 'phone'\n | 'service'\n | 'shopping'\n | 'software'\n | 'sport'\n | 'tax'\n | 'transport'\n | 'transportation'\n | 'utilities'\n\ntype DetailProcessingStatus = 'pending' | 'complete'\n\nexport type Transaction = {\n details: {\n category?: DetailCategory\n processing_status: DetailProcessingStatus\n counterparty?: {\n name?: string\n type?: 'organization' | 'person'\n }\n }\n running_balance: string | null\n description: string\n id: string\n date: string\n account_id: string\n links: {\n self: string\n account: string\n }\n amount: string\n status: string\n type: string\n}\n\nexport type GetTransactionsResponse = Transaction[]\nexport type GetTransactionResponse = Transaction\nexport interface GetTransactionsRequest extends AuthenticatedRequest {\n accountId: string\n}\nexport interface GetTransactionRequest extends AuthenticatedRequest {\n accountId: string\n transactionId: string\n}\n" }, { "path": "libs/teller-api/src/types/webhooks.ts", "content": "// https://teller.io/docs/api/webhooks\n\nexport type WebhookData = {\n id: string\n payload: {\n enrollment_id: string\n reason: string\n }\n timestamp: string\n type: string\n}\n" }, { "path": "libs/teller-api/tsconfig.json", "content": "{\n \"extends\": \"../../tsconfig.base.json\",\n \"files\": [],\n \"include\": [],\n \"references\": [\n {\n \"path\": \"./tsconfig.lib.json\"\n },\n {\n \"path\": \"./tsconfig.spec.json\"\n }\n ]\n}\n" }, { "path": "libs/teller-api/tsconfig.lib.json", "content": "{\n \"extends\": \"./tsconfig.json\",\n \"compilerOptions\": {\n \"module\": \"commonjs\",\n \"outDir\": \"../../dist/out-tsc\",\n \"declaration\": true,\n \"types\": [\"node\"]\n },\n \"exclude\": [\"jest.config.ts\", \"**/*.spec.ts\", \"s**/*.test.ts\"],\n \"include\": [\"**/*.ts\"]\n}\n" }, { "path": "libs/teller-api/tsconfig.spec.json", "content": "{\n \"extends\": \"./tsconfig.json\",\n \"compilerOptions\": {\n \"outDir\": \"../../dist/out-tsc\",\n \"module\": \"commonjs\",\n \"types\": [\"jest\", \"node\"]\n },\n \"include\": [\n \"jest.config.ts\",\n \"**/*.test.ts\",\n \"**/*.spec.ts\",\n \"**/*.test.tsx\",\n \"**/*.spec.tsx\",\n \"**/*.test.js\",\n \"**/*.spec.js\",\n \"**/*.test.jsx\",\n \"**/*.spec.jsx\",\n \"**/*.d.ts\"\n ]\n}\n" }, { "path": "nx.json", "content": "{\n \"npmScope\": \"maybe-finance\",\n \"affected\": {\n \"defaultBase\": \"main\"\n },\n \"tasksRunnerOptions\": {\n \"default\": {\n \"runner\": \"nx/tasks-runners/default\",\n \"options\": {\n \"cacheableOperations\": [\"build\", \"lint\", \"test\", \"e2e\", \"build-storybook\"],\n \"parallel\": 1\n }\n }\n },\n \"generators\": {\n \"@nrwl/react\": {\n \"application\": {\n \"style\": \"css\",\n \"linter\": \"eslint\",\n \"babel\": true\n },\n \"component\": {\n \"style\": \"css\"\n },\n \"library\": {\n \"style\": \"css\",\n \"linter\": \"eslint\"\n }\n },\n \"@nrwl/next\": {\n \"application\": {\n \"style\": \"none\",\n \"linter\": \"eslint\"\n }\n }\n },\n \"defaultProject\": \"workers\",\n \"$schema\": \"./node_modules/nx/schemas/nx-schema.json\",\n \"targetDefaults\": {\n \"build\": {\n \"dependsOn\": [\"^build\"],\n \"inputs\": [\"production\", \"^production\"]\n },\n \"e2e\": {\n \"inputs\": [\"default\", \"^production\"]\n },\n \"test\": {\n \"inputs\": [\"default\", \"^production\", \"{workspaceRoot}/jest.preset.js\"]\n },\n \"lint\": {\n \"inputs\": [\"default\", \"{workspaceRoot}/.eslintrc.json\"]\n },\n \"build-storybook\": {\n \"inputs\": [\"default\", \"^production\", \"{workspaceRoot}/.storybook/**/*\"]\n }\n },\n \"namedInputs\": {\n \"default\": [\"{projectRoot}/**/*\", \"sharedGlobals\"],\n \"sharedGlobals\": [\"{workspaceRoot}/prisma/**\", \"{workspaceRoot}/babel.config.json\"],\n \"production\": [\n \"default\",\n \"!{projectRoot}/**/?(*.)+(spec|test).[jt]s?(x)?(.snap)\",\n \"!{projectRoot}/tsconfig.spec.json\",\n \"!{projectRoot}/jest.config.[jt]s\",\n \"!{projectRoot}/.eslintrc.json\",\n \"!{projectRoot}/.storybook/**/*\",\n \"!{projectRoot}/**/*.stories.@(js|jsx|ts|tsx|mdx)\"\n ]\n }\n}\n" }, { "path": "package.json", "content": "{\n \"name\": \"maybe-finance\",\n \"version\": \"0.0.0\",\n \"license\": \"MIT\",\n \"scripts\": {\n \"preinstall\": \"npx only-allow pnpm\",\n \"dev\": \"nx run-many --target serve --projects=client,server,workers --parallel --host 0.0.0.0 --nx-bail=true --maxParallel=100\",\n \"dev:services\": \"docker compose --profile services up -d\",\n \"dev:services:all\": \"docker compose --profile services --profile ngrok up -d\",\n \"dev:workers:test\": \"nx test workers --skip-nx-cache --runInBand\",\n \"dev:server:test\": \"nx test server --skip-nx-cache --runInBand\",\n \"dev:test:unit\": \"pnpm dev:ci:test --testPathPattern='^(?!.*integration).*$' --verbose --skip-nx-cache\",\n \"dev:test:integration\": \"NX_PORT=3335 pnpm dev:ci:test --testPathPattern='^.*.integration.spec.ts$' --verbose --skip-nx-cache\",\n \"dev:lint\": \"nx affected --target=lint\",\n \"dev:ci:e2e\": \"nx run e2e:e2e\",\n \"dev:ci\": \"pnpm dev:ci:lint:all && pnpm dev:ci:test:all && pnpm dev:ci:format:all && nx run-many --target build --all\",\n \"dev:ci:test\": \"nx run-many --target=test --all --runInBand\",\n \"dev:ci:dependency-graph\": \"nx dep-graph\",\n \"prisma:gen\": \"prisma generate\",\n \"prisma:db:push\": \"prisma db push\",\n \"prisma:migrate:dev\": \"prisma migrate dev\",\n \"prisma:migrate:create\": \"prisma migrate dev --create-only\",\n \"prisma:migrate:deploy\": \"prisma migrate deploy\",\n \"prisma:migrate:reset\": \"prisma migrate reset\",\n \"prisma:seed\": \"prisma db seed\",\n \"prisma:studio\": \"prisma studio\",\n \"dev:docker:reset\": \"docker compose down -v --rmi all --remove-orphans && docker system prune --all --volumes && docker compose build\",\n \"dev:circular\": \"pnpx madge --circular --extensions ts libs\",\n \"analyze:client\": \"ANALYZE=true nx build client --skip-nx-cache\",\n \"tools:pages\": \"live-server tools/pages\",\n \"prepare\": \"husky install\"\n },\n \"prisma\": {\n \"seed\": \"ts-node --transpile-only prisma/seed.ts\"\n },\n \"private\": true,\n \"dependencies\": {\n \"@auth/prisma-adapter\": \"^1.0.14\",\n \"@bull-board/api\": \"^5.14.0\",\n \"@bull-board/express\": \"^5.14.0\",\n \"@casl/ability\": \"^6.3.2\",\n \"@casl/prisma\": \"^1.4.1\",\n \"@fast-csv/format\": \"^4.3.5\",\n \"@headlessui/react\": \"^1.7.2\",\n \"@hookform/resolvers\": \"^2.9.6\",\n \"@polygon.io/client-js\": \"^6.0.6\",\n \"@popperjs/core\": \"^2.11.5\",\n \"@prisma/client\": \"^5.8.0\",\n \"@sentry/node\": \"^7.98.0\",\n \"@sentry/react\": \"^7.22.0\",\n \"@sentry/tracing\": \"^7.98.0\",\n \"@storybook/core-server\": \"6.5.15\",\n \"@stripe/stripe-js\": \"^1.44.1\",\n \"@tanstack/react-query\": \"^4.19.1\",\n \"@tanstack/react-query-devtools\": \"^4.19.1\",\n \"@tanstack/react-table\": \"^8.3.0\",\n \"@tippyjs/react\": \"^4.2.6\",\n \"@tiptap/extension-placeholder\": \"^2.0.0-beta.209\",\n \"@tiptap/react\": \"^2.0.0-beta.209\",\n \"@tiptap/starter-kit\": \"^2.0.0-beta.209\",\n \"@trpc/client\": \"^10.4.3\",\n \"@trpc/next\": \"^10.4.3\",\n \"@trpc/react-query\": \"^10.4.3\",\n \"@trpc/server\": \"^10.4.3\",\n \"@types/sanitize-html\": \"^2.8.0\",\n \"@uppy/core\": \"^3.0.4\",\n \"@uppy/dashboard\": \"^3.2.0\",\n \"@uppy/drag-drop\": \"^3.0.1\",\n \"@uppy/file-input\": \"^3.0.1\",\n \"@uppy/progress-bar\": \"^3.0.1\",\n \"@uppy/react\": \"^3.0.2\",\n \"@uppy/screen-capture\": \"^3.0.1\",\n \"@uppy/webcam\": \"^3.2.1\",\n \"@vercel/analytics\": \"^0.1.8\",\n \"@vercel/og\": \"^0.0.25\",\n \"@visx/axis\": \"^2.11.1\",\n \"@visx/curve\": \"^2.1.0\",\n \"@visx/event\": \"^2.6.0\",\n \"@visx/glyph\": \"^2.10.0\",\n \"@visx/gradient\": \"^2.10.0\",\n \"@visx/grid\": \"^2.11.1\",\n \"@visx/group\": \"^2.10.0\",\n \"@visx/responsive\": \"^2.10.0\",\n \"@visx/scale\": \"^2.2.2\",\n \"@visx/shape\": \"^2.11.1\",\n \"@visx/threshold\": \"^2.12.2\",\n \"@visx/tooltip\": \"^2.10.0\",\n \"autoprefixer\": \"10.4.13\",\n \"axios\": \"^0.26.1\",\n \"bcrypt\": \"^5.1.1\",\n \"bull\": \"^4.10.2\",\n \"classnames\": \"^2.3.1\",\n \"cookie\": \"^0.6.0\",\n \"cookie-parser\": \"^1.4.6\",\n \"core-js\": \"^3.6.5\",\n \"cors\": \"^2.8.5\",\n \"crypto-js\": \"^4.1.1\",\n \"d3-array\": \"^3.2.0\",\n \"dayzed\": \"^3.2.3\",\n \"decimal.js\": \"^10.4.2\",\n \"ejs\": \"^3.1.8\",\n \"express\": \"4.18.2\",\n \"express-async-errors\": \"^3.1.1\",\n \"express-jwt\": \"^7.7.7\",\n \"express-jwt-authz\": \"^2.4.1\",\n \"express-openid-connect\": \"^2.10.0\",\n \"framer-motion\": \"^6.5.1\",\n \"fuzzysearch\": \"^1.0.3\",\n \"http-errors\": \"^2.0.0\",\n \"ioredis\": \"^5.2.4\",\n \"is-ci\": \"^3.0.1\",\n \"jsonwebtoken\": \"^8.5.1\",\n \"jwk-to-pem\": \"^2.0.5\",\n \"jwks-rsa\": \"^3.0.0\",\n \"jwt-decode\": \"^3.1.2\",\n \"lodash\": \"^4.17.21\",\n \"luxon\": \"^3.1.0\",\n \"mime-types\": \"^2.1.35\",\n \"morgan\": \"^1.10.0\",\n \"multer\": \"^1.4.5-lts.1\",\n \"next\": \"13.1.1\",\n \"next-auth\": \"^4.24.5\",\n \"nodemailer\": \"^6.9.8\",\n \"pg\": \"^8.8.0\",\n \"postcss\": \"8.4.19\",\n \"postmark\": \"^3.0.14\",\n \"prisma\": \"^5.8.0\",\n \"prosemirror-commands\": \"^1.5.0\",\n \"prosemirror-dropcursor\": \"^1.6.1\",\n \"prosemirror-gapcursor\": \"^1.3.1\",\n \"prosemirror-history\": \"^1.3.0\",\n \"prosemirror-keymap\": \"^1.2.0\",\n \"prosemirror-model\": \"^1.18.3\",\n \"prosemirror-schema-list\": \"^1.2.2\",\n \"prosemirror-state\": \"^1.4.2\",\n \"prosemirror-transform\": \"^1.7.0\",\n \"prosemirror-view\": \"^1.29.1\",\n \"react\": \"18.2.0\",\n \"react-animate-height\": \"^3.0.4\",\n \"react-dom\": \"18.2.0\",\n \"react-error-boundary\": \"^3.1.4\",\n \"react-hook-form\": \"^7.33.1\",\n \"react-hot-toast\": \"^2.3.0\",\n \"react-icons\": \"^4.4.0\",\n \"react-infinite-scroller\": \"^1.2.6\",\n \"react-media-recorder\": \"1.6.5\",\n \"react-number-format\": \"^5.1.3\",\n \"react-popper\": \"^2.3.0\",\n \"react-ranger\": \"^2.1.0\",\n \"react-responsive\": \"^9.0.0-beta.10\",\n \"react-script-hook\": \"^1.7.2\",\n \"regenerator-runtime\": \"0.13.7\",\n \"sanitize-html\": \"^2.8.1\",\n \"smooth-scroll-into-view-if-needed\": \"^1.1.33\",\n \"stripe\": \"^10.17.0\",\n \"superjson\": \"^1.11.0\",\n \"tailwindcss\": \"^3.4.1\",\n \"teller-connect-react\": \"^0.1.0\",\n \"tslib\": \"^2.3.0\",\n \"uuid\": \"^9.0.0\",\n \"winston\": \"^3.8.2\",\n \"winston-transport\": \"^4.5.0\",\n \"zod\": \"^3.19.1\"\n },\n \"devDependencies\": {\n \"@babel/core\": \"7.17.5\",\n \"@babel/preset-react\": \"^7.14.5\",\n \"@babel/preset-typescript\": \"7.16.7\",\n \"@faker-js/faker\": \"^8.3.1\",\n \"@fast-csv/parse\": \"^4.3.6\",\n \"@next/bundle-analyzer\": \"^13.1.1\",\n \"@nrwl/cli\": \"15.5.2\",\n \"@nrwl/cypress\": \"15.5.2\",\n \"@nrwl/eslint-plugin-nx\": \"15.5.2\",\n \"@nrwl/express\": \"15.5.2\",\n \"@nrwl/jest\": \"15.5.2\",\n \"@nrwl/linter\": \"15.5.2\",\n \"@nrwl/next\": \"15.5.2\",\n \"@nrwl/node\": \"15.5.2\",\n \"@nrwl/react\": \"15.5.2\",\n \"@nrwl/storybook\": \"15.5.2\",\n \"@nrwl/web\": \"15.5.2\",\n \"@nrwl/workspace\": \"15.5.2\",\n \"@pmmmwh/react-refresh-webpack-plugin\": \"^0.5.7\",\n \"@sentry/types\": \"^7.98.0\",\n \"@storybook/addon-essentials\": \"6.5.15\",\n \"@storybook/addon-postcss\": \"3.0.0-alpha.1\",\n \"@storybook/builder-webpack5\": \"6.5.15\",\n \"@storybook/manager-webpack5\": \"6.5.15\",\n \"@storybook/react\": \"6.5.15\",\n \"@svgr/webpack\": \"^6.1.2\",\n \"@tailwindcss/forms\": \"^0.5.7\",\n \"@tailwindcss/typography\": \"^0.5.10\",\n \"@testing-library/jest-dom\": \"^5.16.2\",\n \"@testing-library/react\": \"13.4.0\",\n \"@testing-library/user-event\": \"^13.2.1\",\n \"@types/bcrypt\": \"^5.0.2\",\n \"@types/cors\": \"^2.8.12\",\n \"@types/crypto-js\": \"^4.1.1\",\n \"@types/d3-array\": \"^3.0.3\",\n \"@types/express\": \"4.17.14\",\n \"@types/is-ci\": \"^3.0.0\",\n \"@types/jest\": \"28.1.1\",\n \"@types/jsonwebtoken\": \"^8.5.9\",\n \"@types/lodash\": \"^4.14.182\",\n \"@types/luxon\": \"^3.1.0\",\n \"@types/mime-types\": \"^2.1.1\",\n \"@types/morgan\": \"^1.9.3\",\n \"@types/multer\": \"^1.4.7\",\n \"@types/node\": \"18.11.9\",\n \"@types/nodemailer\": \"^6.4.14\",\n \"@types/pg\": \"^8.6.5\",\n \"@types/react\": \"18.0.25\",\n \"@types/react-dom\": \"18.0.9\",\n \"@types/react-infinite-scroller\": \"^1.2.3\",\n \"@types/react-ranger\": \"^2.0.1\",\n \"@types/uuid\": \"^8.3.4\",\n \"@types/zxcvbn\": \"^4.4.1\",\n \"@typescript-eslint/eslint-plugin\": \"5.43.0\",\n \"@typescript-eslint/parser\": \"5.43.0\",\n \"babel-jest\": \"28.1.3\",\n \"babel-loader\": \"8.2.3\",\n \"css-loader\": \"^6.4.0\",\n \"cypress\": \"^12.3.0\",\n \"dotenv\": \"^16.0.0\",\n \"eslint\": \"8.15.0\",\n \"eslint-config-next\": \"13.1.1\",\n \"eslint-config-prettier\": \"8.5.0\",\n \"eslint-plugin-cypress\": \"^2.10.3\",\n \"eslint-plugin-import\": \"2.26.0\",\n \"eslint-plugin-json\": \"^3.1.0\",\n \"eslint-plugin-jsx-a11y\": \"6.6.1\",\n \"eslint-plugin-react\": \"7.31.11\",\n \"eslint-plugin-react-hooks\": \"4.6.0\",\n \"husky\": \"^7.0.0\",\n \"jest\": \"28.1.1\",\n \"jest-environment-jsdom\": \"28.1.1\",\n \"jest-mock-extended\": \"^2.0.5\",\n \"lint-staged\": \"^12.3.7\",\n \"live-server\": \"^1.2.2\",\n \"nock\": \"^13.2.9\",\n \"nx\": \"15.5.2\",\n \"prettier\": \"2.7.1\",\n \"react-refresh\": \"^0.10.0\",\n \"react-test-renderer\": \"18.2.0\",\n \"style-loader\": \"^3.3.0\",\n \"stylus\": \"^0.55.0\",\n \"stylus-loader\": \"^7.1.0\",\n \"ts-jest\": \"28.0.5\",\n \"ts-node\": \"10.9.1\",\n \"ts-toolbelt\": \"^9.6.0\",\n \"typescript\": \"4.8.4\",\n \"url-loader\": \"^4.1.1\",\n \"wait-on\": \"^6.0.1\",\n \"webpack\": \"^5.75.0\",\n \"webpack-merge\": \"^5.8.0\"\n },\n \"lint-staged\": {\n \"*\": [\n \"pnpm nx format:write --uncommitted\",\n \"pnpm eslint --fix\"\n ]\n }\n}\n" }, { "path": "prisma/migrations/20211005200319_init/migration.sql", "content": "-- CreateTable\nCREATE TABLE \"account_balance\" (\n \"id\" SERIAL NOT NULL,\n \"snapshot_date\" DATE NOT NULL,\n \"closing_balance\" BIGINT NOT NULL,\n \"debit_amount\" BIGINT NOT NULL,\n \"credit_amount\" BIGINT NOT NULL,\n \"quantity\" BIGINT,\n \"account_id\" INTEGER NOT NULL,\n\n CONSTRAINT \"account_balance_pkey\" PRIMARY KEY (\"id\")\n);\n\n-- CreateTable\nCREATE TABLE \"account_connection\" (\n \"id\" SERIAL NOT NULL,\n \"created_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMPTZ(6) NOT NULL,\n \"name\" VARCHAR(255) NOT NULL,\n \"type\" VARCHAR(255) NOT NULL,\n \"plaid_item_id\" VARCHAR(255),\n \"plaid_access_token\" VARCHAR(255),\n \"plaid_institution_id\" VARCHAR(255),\n \"user_id\" INTEGER NOT NULL,\n\n CONSTRAINT \"account_connection_pkey\" PRIMARY KEY (\"id\")\n);\n\n-- CreateTable\nCREATE TABLE \"account\" (\n \"id\" SERIAL NOT NULL,\n \"created_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMPTZ(6) NOT NULL,\n \"name\" VARCHAR(255) NOT NULL,\n \"plaid_account_id\" VARCHAR(255),\n \"is_active\" BOOLEAN NOT NULL,\n \"plaid_type\" VARCHAR(255),\n \"plaid_subtype\" VARCHAR(255),\n \"type\" VARCHAR(255) NOT NULL,\n \"subtype\" VARCHAR(255),\n \"current_balance\" BIGINT,\n \"available_balance\" BIGINT,\n \"iso_currency_code\" VARCHAR(3) NOT NULL,\n \"unofficial_currency_code\" VARCHAR(255),\n \"account_connection_id\" INTEGER NOT NULL,\n\n CONSTRAINT \"account_pkey\" PRIMARY KEY (\"id\")\n);\n\n-- CreateTable\nCREATE TABLE \"transaction\" (\n \"id\" SERIAL NOT NULL,\n \"created_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMPTZ(6) NOT NULL,\n \"name\" VARCHAR(255) NOT NULL,\n \"amount\" BIGINT NOT NULL,\n \"type\" VARCHAR(255) NOT NULL,\n \"pending\" BOOLEAN NOT NULL,\n \"posted_date\" TIMESTAMPTZ(6) NOT NULL,\n \"effective_date\" DATE NOT NULL,\n \"plaid_transaction_id\" VARCHAR(255),\n \"plaid_category_id\" VARCHAR(255),\n \"category\" VARCHAR(255) NOT NULL,\n \"subcategory\" VARCHAR(255),\n \"iso_currency_code\" VARCHAR(3) NOT NULL,\n \"unofficial_currency_code\" VARCHAR(255),\n \"account_id\" INTEGER NOT NULL,\n\n CONSTRAINT \"transaction_pkey\" PRIMARY KEY (\"id\")\n);\n\n-- CreateTable\nCREATE TABLE \"user\" (\n \"id\" SERIAL NOT NULL,\n \"created_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMPTZ(6) NOT NULL,\n \"auth0_id\" VARCHAR(255) NOT NULL,\n \"iso_currency_code\" VARCHAR(3) NOT NULL DEFAULT E'USD',\n\n CONSTRAINT \"user_pkey\" PRIMARY KEY (\"id\")\n);\n\n-- CreateIndex\nCREATE INDEX \"account_balances_account_id_index\" ON \"account_balance\"(\"account_id\");\n\n-- CreateIndex\nCREATE INDEX \"account_connections_user_id_index\" ON \"account_connection\"(\"user_id\");\n\n-- CreateIndex\nCREATE INDEX \"accounts_account_connection_id_index\" ON \"account\"(\"account_connection_id\");\n\n-- CreateIndex\nCREATE INDEX \"transactions_account_id_index\" ON \"transaction\"(\"account_id\");\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"users_auth0_id_unique\" ON \"user\"(\"auth0_id\");\n\n-- AddForeignKey\nALTER TABLE \"account_balance\" ADD CONSTRAINT \"account_balances_account_id_foreign\" FOREIGN KEY (\"account_id\") REFERENCES \"account\"(\"id\") ON DELETE CASCADE ON UPDATE NO ACTION;\n\n-- AddForeignKey\nALTER TABLE \"account_connection\" ADD CONSTRAINT \"account_connections_user_id_foreign\" FOREIGN KEY (\"user_id\") REFERENCES \"user\"(\"id\") ON DELETE CASCADE ON UPDATE NO ACTION;\n\n-- AddForeignKey\nALTER TABLE \"account\" ADD CONSTRAINT \"accounts_account_connection_id_foreign\" FOREIGN KEY (\"account_connection_id\") REFERENCES \"account_connection\"(\"id\") ON DELETE CASCADE ON UPDATE NO ACTION;\n\n-- AddForeignKey\nALTER TABLE \"transaction\" ADD CONSTRAINT \"transactions_account_id_foreign\" FOREIGN KEY (\"account_id\") REFERENCES \"account\"(\"id\") ON DELETE CASCADE ON UPDATE NO ACTION;\n" }, { "path": "prisma/migrations/20211019194924_unique_constraint_on_account_balances/migration.sql", "content": "/*\n Warnings:\n\n - A unique constraint covering the columns `[snapshot_date,account_id]` on the table `account_balance` will be added. If there are existing duplicate values, this will fail.\n\n*/\n-- CreateIndex\nCREATE UNIQUE INDEX \"account_balance_snapshot_date_account_id_key\" ON \"account_balance\"(\"snapshot_date\", \"account_id\");\n" }, { "path": "prisma/migrations/20211019214200_default_values/migration.sql", "content": "-- AlterTable\nALTER TABLE \"account\" ALTER COLUMN \"is_active\" SET DEFAULT true;\n\n-- AlterTable\nALTER TABLE \"account_balance\" ALTER COLUMN \"debit_amount\" SET DEFAULT 0,\nALTER COLUMN \"credit_amount\" SET DEFAULT 0;\n\n-- AlterTable\nALTER TABLE \"transaction\" ALTER COLUMN \"pending\" SET DEFAULT false,\nALTER COLUMN \"category\" SET DEFAULT E'Default';\n" }, { "path": "prisma/migrations/20211025200206_account_balance_schema_update/migration.sql", "content": "/*\n Warnings:\n\n - You are about to drop the column `iso_currency_code` on the `account` table. All the data in the column will be lost.\n - You are about to drop the column `plaid_subtype` on the `account` table. All the data in the column will be lost.\n - You are about to drop the column `plaid_type` on the `account` table. All the data in the column will be lost.\n - You are about to drop the column `unofficial_currency_code` on the `account` table. All the data in the column will be lost.\n - You are about to drop the column `closing_balance` on the `account_balance` table. All the data in the column will be lost.\n - You are about to drop the column `credit_amount` on the `account_balance` table. All the data in the column will be lost.\n - You are about to drop the column `debit_amount` on the `account_balance` table. All the data in the column will be lost.\n - You are about to drop the column `quantity` on the `account_balance` table. All the data in the column will be lost.\n - You are about to drop the column `plaid_institution_id` on the `account_connection` table. All the data in the column will be lost.\n - You are about to drop the column `iso_currency_code` on the `transaction` table. All the data in the column will be lost.\n - You are about to drop the column `plaid_category_id` on the `transaction` table. All the data in the column will be lost.\n - You are about to drop the column `plaid_transaction_id` on the `transaction` table. All the data in the column will be lost.\n - You are about to drop the column `unofficial_currency_code` on the `transaction` table. All the data in the column will be lost.\n - Added the required column `currency_code` to the `account` table without a default value. This is not possible if the table is not empty.\n - Added the required column `balance` to the `account_balance` table without a default value. This is not possible if the table is not empty.\n - Added the required column `currency_code` to the `transaction` table without a default value. This is not possible if the table is not empty.\n\n*/\n-- DropForeignKey\nALTER TABLE \"account_balance\" DROP CONSTRAINT \"account_balances_account_id_foreign\";\n\n-- DropForeignKey\nALTER TABLE \"transaction\" DROP CONSTRAINT \"transactions_account_id_foreign\";\n\n-- AlterTable\nALTER TABLE \"account\" DROP COLUMN \"iso_currency_code\",\nDROP COLUMN \"plaid_subtype\",\nDROP COLUMN \"plaid_type\",\nDROP COLUMN \"unofficial_currency_code\",\nADD COLUMN \"currency_code\" VARCHAR(3) NOT NULL,\nADD COLUMN \"house_meta\" JSONB,\nADD COLUMN \"vehicle_meta\" JSONB;\n\n-- AlterTable\nALTER TABLE \"account_balance\" DROP COLUMN \"closing_balance\",\nDROP COLUMN \"credit_amount\",\nDROP COLUMN \"debit_amount\",\nDROP COLUMN \"quantity\",\nADD COLUMN \"balance\" BIGINT NOT NULL,\nADD COLUMN \"inflows\" BIGINT NOT NULL DEFAULT 0,\nADD COLUMN \"outflows\" BIGINT NOT NULL DEFAULT 0;\n\n-- AlterTable\nALTER TABLE \"account_connection\" DROP COLUMN \"plaid_institution_id\";\n\n-- AlterTable\nALTER TABLE \"transaction\" DROP COLUMN \"iso_currency_code\",\nDROP COLUMN \"plaid_category_id\",\nDROP COLUMN \"plaid_transaction_id\",\nDROP COLUMN \"unofficial_currency_code\",\nADD COLUMN \"currency_code\" VARCHAR(3) NOT NULL,\nADD COLUMN \"plaidTransactionId\" VARCHAR(255),\nADD COLUMN \"quantity\" BIGINT;\n\n-- AddForeignKey\nALTER TABLE \"account_balance\" ADD CONSTRAINT \"account_balances_account_id_foreign\" FOREIGN KEY (\"account_id\") REFERENCES \"account\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\n-- AddForeignKey\nALTER TABLE \"transaction\" ADD CONSTRAINT \"transactions_account_id_foreign\" FOREIGN KEY (\"account_id\") REFERENCES \"account\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n" }, { "path": "prisma/migrations/20211026174357_default_text_type/migration.sql", "content": "-- AlterTable\nALTER TABLE \"account\" ALTER COLUMN \"name\" SET DATA TYPE TEXT,\nALTER COLUMN \"plaid_account_id\" SET DATA TYPE TEXT,\nALTER COLUMN \"type\" SET DATA TYPE TEXT,\nALTER COLUMN \"subtype\" SET DATA TYPE TEXT,\nALTER COLUMN \"currency_code\" SET DATA TYPE TEXT;\n\n-- AlterTable\nALTER TABLE \"account_connection\" ALTER COLUMN \"name\" SET DATA TYPE TEXT,\nALTER COLUMN \"type\" SET DATA TYPE TEXT,\nALTER COLUMN \"plaid_item_id\" SET DATA TYPE TEXT,\nALTER COLUMN \"plaid_access_token\" SET DATA TYPE TEXT;\n\n-- AlterTable\nALTER TABLE \"transaction\" ALTER COLUMN \"name\" SET DATA TYPE TEXT,\nALTER COLUMN \"type\" SET DATA TYPE TEXT,\nALTER COLUMN \"category\" SET DATA TYPE TEXT,\nALTER COLUMN \"subcategory\" SET DATA TYPE TEXT,\nALTER COLUMN \"currency_code\" SET DATA TYPE TEXT,\nALTER COLUMN \"plaidTransactionId\" SET DATA TYPE TEXT;\n\n-- AlterTable\nALTER TABLE \"user\" ALTER COLUMN \"auth0_id\" SET DATA TYPE TEXT,\nALTER COLUMN \"iso_currency_code\" SET DATA TYPE TEXT;\n" }, { "path": "prisma/migrations/20211026175641_default_values/migration.sql", "content": "-- AlterTable\nALTER TABLE \"transaction\" ALTER COLUMN \"category\" SET DEFAULT E'Default';\n\n-- AlterTable\nALTER TABLE \"user\" ALTER COLUMN \"iso_currency_code\" SET DEFAULT E'USD';\n" }, { "path": "prisma/migrations/20211102165759_account_status/migration.sql", "content": "/*\n Warnings:\n\n - You are about to drop the column `plaidTransactionId` on the `transaction` table. All the data in the column will be lost.\n - A unique constraint covering the columns `[plaid_item_id]` on the table `account_connection` will be added. If there are existing duplicate values, this will fail.\n - A unique constraint covering the columns `[plaid_transaction_id]` on the table `transaction` will be added. If there are existing duplicate values, this will fail.\n\n*/\n-- CreateEnum\nCREATE TYPE \"AccountConnectionStatus\" AS ENUM ('OK', 'ERROR');\n\n-- AlterTable\nALTER TABLE \"account_connection\" ADD COLUMN \"plaid_consent_expiration\" TIMESTAMP(3),\nADD COLUMN \"plaid_error\" JSONB,\nADD COLUMN \"status\" \"AccountConnectionStatus\" NOT NULL DEFAULT E'OK';\n\n-- AlterTable\nALTER TABLE \"transaction\" RENAME COLUMN \"plaidTransactionId\" TO \"plaid_transaction_id\";\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"account_connection_plaid_item_id_key\" ON \"account_connection\"(\"plaid_item_id\");\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"transaction_plaid_transaction_id_key\" ON \"transaction\"(\"plaid_transaction_id\");\n" }, { "path": "prisma/migrations/20211102183151_add_account_types_and_subtypes/migration.sql", "content": "-- CreateEnum\nCREATE TYPE \"AccountClassification\" AS ENUM ('asset', 'liability');\n\n-- CreateTable\nCREATE TABLE \"account_type\" (\n \"id\" SERIAL NOT NULL,\n \"name\" TEXT NOT NULL,\n \"classification\" \"AccountClassification\" NOT NULL,\n \"plaid_types\" TEXT[],\n\n CONSTRAINT \"account_type_pkey\" PRIMARY KEY (\"id\")\n);\n\n-- CreateTable\nCREATE TABLE \"account_subtype\" (\n \"id\" SERIAL NOT NULL,\n \"name\" TEXT NOT NULL,\n \"account_type_id\" INTEGER NOT NULL,\n \"plaid_subtypes\" TEXT[],\n\n CONSTRAINT \"account_subtype_pkey\" PRIMARY KEY (\"id\")\n);\n\n-- AlterTable\nALTER TABLE \"account\" RENAME COLUMN \"type\" TO \"plaid_type\";\nALTER TABLE \"account\" RENAME COLUMN \"subtype\" TO \"plaid_subtype\";\nALTER TABLE \"account\"\n ALTER COLUMN \"plaid_type\" DROP NOT NULL,\n ADD COLUMN \"subtype_id\" INTEGER,\n ADD COLUMN \"type_id\" INTEGER;\n\n-- Add default types\nINSERT INTO \"account_type\" (\"name\", \"classification\", \"plaid_types\") VALUES ('Other Asset', 'asset', '{other}'), ('Other Liability', 'liability', '{}');\n\n-- Set default `type_id`s\nUPDATE \"account\" SET \"type_id\" = CASE WHEN \"plaid_type\" = 'LIABILITY' THEN 2 ELSE 1 END;\n\n-- Make `account`.`type_id` NOT NULL\nALTER TABLE \"account\" ALTER COLUMN \"type_id\" SET NOT NULL;\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"account_type_name_key\" ON \"account_type\"(\"name\");\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"account_subtype_name_key\" ON \"account_subtype\"(\"name\");\n\n-- AddForeignKey\nALTER TABLE \"account\" ADD CONSTRAINT \"account_type_id_fkey\" FOREIGN KEY (\"type_id\") REFERENCES \"account_type\"(\"id\") ON DELETE RESTRICT ON UPDATE CASCADE;\n\n-- AddForeignKey\nALTER TABLE \"account\" ADD CONSTRAINT \"account_subtype_id_fkey\" FOREIGN KEY (\"subtype_id\") REFERENCES \"account_subtype\"(\"id\") ON DELETE SET NULL ON UPDATE CASCADE;\n\n-- AddForeignKey\nALTER TABLE \"account_subtype\" ADD CONSTRAINT \"account_subtype_account_type_id_fkey\" FOREIGN KEY (\"account_type_id\") REFERENCES \"account_type\"(\"id\") ON DELETE RESTRICT ON UPDATE CASCADE;\n\n-- CreateIndex\nCREATE INDEX \"accounts_type_id_index\" ON \"account\"(\"type_id\");\n\n-- CreateIndex\nCREATE INDEX \"accounts_subtype_id_index\" ON \"account\"(\"subtype_id\");" }, { "path": "prisma/migrations/20211104155259_account_uniqueness/migration.sql", "content": "/*\n Warnings:\n\n - A unique constraint covering the columns `[account_connection_id,plaid_account_id]` on the table `account` will be added. If there are existing duplicate values, this will fail.\n\n*/\n-- CreateIndex\nCREATE UNIQUE INDEX \"account_account_connection_id_plaid_account_id_key\" ON \"account\"(\"account_connection_id\", \"plaid_account_id\");\n" }, { "path": "prisma/migrations/20211105234550_posted_date_type/migration.sql", "content": "-- AlterTable\nALTER TABLE \"transaction\" ALTER COLUMN \"posted_date\" SET DATA TYPE DATE;\n" }, { "path": "prisma/migrations/20211109151750_account_type_seed/migration.sql", "content": "INSERT INTO account_type (name, classification, plaid_types)\nVALUES\n\t('Cash', 'asset', '{depository}'),\n\t('Investments', 'asset', '{investment,brokerage}'),\n\t('Loans', 'liability', '{loan}'),\n\t('Credit', 'liability', '{credit}')\nON CONFLICT (name) DO NOTHING;\n\n\nINSERT INTO account_subtype (name, account_type_id, plaid_subtypes)\nVALUES\n\t('Checking', (SELECT id from account_type WHERE name = 'Cash'), '{depository}'),\n\t('Savings', (SELECT id from account_type WHERE name = 'Cash'), '{savings}'),\n\t('Certificate of Deposit', (SELECT id from account_type WHERE name = 'Cash'), '{cd}'),\n\t('Money Market', (SELECT id from account_type WHERE name = 'Cash'), '{\"money market\"}'),\n\t('Retirement', (SELECT id from account_type WHERE name = 'Investments'), '{401a,401k,403B,457b,ira,keogh,lif,lira,lrif,lrsp,pension,prif,retirement,roth,\"roth 401k\",rrif,rrsp,sarsep,\"sep ira\",\"simple ira\",sipp,tfsa}'),\n\t('Brokerage', (SELECT id from account_type WHERE name = 'Investments'), '{brokerage}'),\n\t('Auto', (SELECT id from account_type WHERE name = 'Loans'), '{auto}'),\n\t('Home Equity', (SELECT id from account_type WHERE name = 'Loans'), '{\"home equity\"}'),\n\t('Mortgage', (SELECT id from account_type WHERE name = 'Loans'), '{mortgage}'),\n\t('Student', (SELECT id from account_type WHERE name = 'Loans'), '{student}'),\n\t('Credit Card', (SELECT id from account_type WHERE name = 'Credit'), '{\"credit card\",paypal}')\nON CONFLICT (name) DO NOTHING;\n" }, { "path": "prisma/migrations/20211110044559_manual_accounts_rename_fk/migration.sql", "content": "-- DropForeignKey\nALTER TABLE \"account\" DROP CONSTRAINT \"accounts_account_connection_id_foreign\";\n\n-- DropForeignKey\nALTER TABLE \"account_connection\" DROP CONSTRAINT \"account_connections_user_id_foreign\";\n\n-- AlterTable\nALTER TABLE \"account\" ADD COLUMN \"user_id\" INTEGER,\nALTER COLUMN \"account_connection_id\" DROP NOT NULL;\n\n-- CreateTable\nCREATE TABLE \"valuation\" (\n \"id\" SERIAL NOT NULL,\n \"created_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMPTZ(6) NOT NULL,\n \"account_id\" INTEGER NOT NULL,\n \"source\" TEXT NOT NULL,\n \"amount\" BIGINT NOT NULL,\n \"currency_code\" TEXT NOT NULL DEFAULT E'USD',\n\n CONSTRAINT \"valuation_pkey\" PRIMARY KEY (\"id\")\n);\n\n-- CreateIndex\nCREATE INDEX \"valuation_account_id_idx\" ON \"valuation\"(\"account_id\");\n\n-- RenameForeignKey\nALTER TABLE \"account_balance\" RENAME CONSTRAINT \"account_balances_account_id_foreign\" TO \"account_balance_account_id_fkey\";\n\n-- RenameForeignKey\nALTER TABLE \"transaction\" RENAME CONSTRAINT \"transactions_account_id_foreign\" TO \"transaction_account_id_fkey\";\n\n-- AddForeignKey\nALTER TABLE \"account_connection\" ADD CONSTRAINT \"account_connection_user_id_fkey\" FOREIGN KEY (\"user_id\") REFERENCES \"user\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\n-- AddForeignKey\nALTER TABLE \"account\" ADD CONSTRAINT \"account_account_connection_id_fkey\" FOREIGN KEY (\"account_connection_id\") REFERENCES \"account_connection\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\n-- AddForeignKey\nALTER TABLE \"account\" ADD CONSTRAINT \"account_user_id_fkey\" FOREIGN KEY (\"user_id\") REFERENCES \"user\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\n-- AddForeignKey\nALTER TABLE \"valuation\" ADD CONSTRAINT \"valuation_account_id_fkey\" FOREIGN KEY (\"account_id\") REFERENCES \"account\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\n-- RenameIndex\nALTER INDEX \"accounts_account_connection_id_index\" RENAME TO \"account_account_connection_id_idx\";\n\n-- RenameIndex\nALTER INDEX \"accounts_subtype_id_index\" RENAME TO \"account_subtype_id_idx\";\n\n-- RenameIndex\nALTER INDEX \"accounts_type_id_index\" RENAME TO \"account_type_id_idx\";\n\n-- RenameIndex\nALTER INDEX \"account_balances_account_id_index\" RENAME TO \"account_balance_account_id_idx\";\n\n-- RenameIndex\nALTER INDEX \"account_connections_user_id_index\" RENAME TO \"account_connection_user_id_idx\";\n\n-- RenameIndex\nALTER INDEX \"transactions_account_id_index\" RENAME TO \"transaction_account_id_idx\";\n\n-- RenameIndex\nALTER INDEX \"users_auth0_id_unique\" RENAME TO \"user_auth0_id_key\";\n" }, { "path": "prisma/migrations/20211116235652_investment_data/migration.sql", "content": "/*\n Warnings:\n\n - You are about to drop the column `quantity` on the `transaction` table. All the data in the column will be lost.\n - Changed the type of `type` on the `transaction` table. No cast exists, the column would be dropped and recreated, which cannot be done if there is data, since the column is required.\n\n*/\n-- CreateEnum\nCREATE TYPE \"TransactionType\" AS ENUM ('INFLOW', 'OUTFLOW');\n\n-- Convert transaction amount to a signed value\nUPDATE \"transaction\"\nSET amount = -1 * amount\nWHERE type = 'INFLOW';\n\n-- AlterTable\nALTER TABLE \"transaction\" DROP COLUMN \"quantity\",\nDROP COLUMN \"type\",\nADD COLUMN \"type\" \"TransactionType\" GENERATED ALWAYS AS (CASE WHEN amount < 0 THEN 'INFLOW'::\"TransactionType\" ELSE 'OUTFLOW'::\"TransactionType\" END) STORED;\n\n-- CreateTable\nCREATE TABLE \"holding\" (\n \"id\" SERIAL NOT NULL,\n \"created_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMPTZ(6) NOT NULL,\n \"account_id\" INTEGER NOT NULL,\n \"security_id\" INTEGER NOT NULL,\n \"value\" BIGINT NOT NULL,\n \"quantity\" DECIMAL(36,18) NOT NULL,\n \"cost_basis\" BIGINT,\n \"price\" BIGINT NOT NULL,\n \"price_as_of\" DATE,\n \"currency_code\" TEXT NOT NULL DEFAULT E'USD',\n \"plaid_holding_id\" TEXT,\n\n CONSTRAINT \"holding_pkey\" PRIMARY KEY (\"id\")\n);\n\n-- CreateTable\nCREATE TABLE \"investment_transaction\" (\n \"id\" SERIAL NOT NULL,\n \"created_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMPTZ(6) NOT NULL,\n \"account_id\" INTEGER NOT NULL,\n \"security_id\" INTEGER,\n \"date\" DATE NOT NULL,\n \"name\" TEXT NOT NULL,\n \"amount\" BIGINT NOT NULL,\n \"type\" \"TransactionType\" GENERATED ALWAYS AS (CASE WHEN amount < 0 THEN 'INFLOW'::\"TransactionType\" ELSE 'OUTFLOW'::\"TransactionType\" END) STORED,\n \"quantity\" DECIMAL(36,18) NOT NULL,\n \"price\" BIGINT NOT NULL,\n \"currency_code\" TEXT NOT NULL DEFAULT E'USD',\n \"plaid_investment_transaction_id\" TEXT,\n \"plaid_type\" TEXT,\n \"plaid_subtype\" TEXT,\n\n CONSTRAINT \"investment_transaction_pkey\" PRIMARY KEY (\"id\")\n);\n\n-- CreateTable\nCREATE TABLE \"security\" (\n \"id\" SERIAL NOT NULL,\n \"created_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMPTZ(6) NOT NULL,\n \"name\" TEXT,\n \"symbol\" TEXT,\n \"cusip\" TEXT,\n \"isin\" TEXT,\n \"currency_code\" TEXT NOT NULL DEFAULT E'USD',\n \"plaid_security_id\" TEXT,\n \"plaid_type\" TEXT,\n\n CONSTRAINT \"security_pkey\" PRIMARY KEY (\"id\")\n);\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"holding_plaid_holding_id_key\" ON \"holding\"(\"plaid_holding_id\");\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"holding_account_id_security_id_key\" ON \"holding\"(\"account_id\", \"security_id\");\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"investment_transaction_plaid_investment_transaction_id_key\" ON \"investment_transaction\"(\"plaid_investment_transaction_id\");\n\n-- CreateIndex\nCREATE INDEX \"investment_transaction_account_id_idx\" ON \"investment_transaction\"(\"account_id\");\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"security_plaid_security_id_key\" ON \"security\"(\"plaid_security_id\");\n\n-- AddForeignKey\nALTER TABLE \"holding\" ADD CONSTRAINT \"holding_account_id_fkey\" FOREIGN KEY (\"account_id\") REFERENCES \"account\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\n-- AddForeignKey\nALTER TABLE \"holding\" ADD CONSTRAINT \"holding_security_id_fkey\" FOREIGN KEY (\"security_id\") REFERENCES \"security\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\n-- AddForeignKey\nALTER TABLE \"investment_transaction\" ADD CONSTRAINT \"investment_transaction_account_id_fkey\" FOREIGN KEY (\"account_id\") REFERENCES \"account\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\n-- AddForeignKey\nALTER TABLE \"investment_transaction\" ADD CONSTRAINT \"investment_transaction_security_id_fkey\" FOREIGN KEY (\"security_id\") REFERENCES \"security\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n" }, { "path": "prisma/migrations/20211117190140_add_manual_account_types/migration.sql", "content": "INSERT INTO account_type (name, classification)\nVALUES\n\t('Property', 'asset'),\n\t('Vehicles', 'asset')\nON CONFLICT (name) DO NOTHING;" }, { "path": "prisma/migrations/20211117190719_updated_at_default/migration.sql", "content": "/*\n Warnings:\n\n - Made the column `type` on table `investment_transaction` required. This step will fail if there are existing NULL values in that column.\n - Made the column `type` on table `transaction` required. This step will fail if there are existing NULL values in that column.\n\n*/\n-- AlterTable\nALTER TABLE \"account\" ALTER COLUMN \"updated_at\" SET DEFAULT CURRENT_TIMESTAMP;\n\n-- AlterTable\nALTER TABLE \"account_connection\" ALTER COLUMN \"updated_at\" SET DEFAULT CURRENT_TIMESTAMP;\n\n-- AlterTable\nALTER TABLE \"holding\" ALTER COLUMN \"updated_at\" SET DEFAULT CURRENT_TIMESTAMP;\n\n-- AlterTable\nALTER TABLE \"investment_transaction\" ALTER COLUMN \"updated_at\" SET DEFAULT CURRENT_TIMESTAMP,\nALTER COLUMN \"type\" SET NOT NULL;\n\n-- AlterTable\nALTER TABLE \"security\" ALTER COLUMN \"updated_at\" SET DEFAULT CURRENT_TIMESTAMP;\n\n-- AlterTable\nALTER TABLE \"transaction\" ALTER COLUMN \"updated_at\" SET DEFAULT CURRENT_TIMESTAMP,\nALTER COLUMN \"type\" SET NOT NULL;\n\n-- AlterTable\nALTER TABLE \"user\" ALTER COLUMN \"updated_at\" SET DEFAULT CURRENT_TIMESTAMP;\n\n-- AlterTable\nALTER TABLE \"valuation\" ALTER COLUMN \"updated_at\" SET DEFAULT CURRENT_TIMESTAMP;\n" }, { "path": "prisma/migrations/20211117210112_valuation_date/migration.sql", "content": "/*\n Warnings:\n\n - Added the required column `date` to the `valuation` table without a default value. This is not possible if the table is not empty.\n\n*/\n-- AlterTable\nALTER TABLE \"valuation\" ADD COLUMN \"date\" DATE NOT NULL;\n" }, { "path": "prisma/migrations/20211117233026_add_date_indices/migration.sql", "content": "-- DropIndex\nDROP INDEX \"investment_transaction_account_id_idx\";\n\n-- DropIndex\nDROP INDEX \"transaction_account_id_idx\";\n\n-- DropIndex\nDROP INDEX \"valuation_account_id_idx\";\n\n-- CreateIndex\nCREATE INDEX \"investment_transaction_account_id_date_idx\" ON \"investment_transaction\"(\"account_id\", \"date\");\n\n-- CreateIndex\nCREATE INDEX \"transaction_account_id_effective_date_idx\" ON \"transaction\"(\"account_id\", \"effective_date\");\n\n-- CreateIndex\nCREATE INDEX \"valuation_account_id_date_idx\" ON \"valuation\"(\"account_id\", \"date\");\n" }, { "path": "prisma/migrations/20211118160716_account_balance_update/migration.sql", "content": "/*\n Warnings:\n\n - You are about to drop the column `snapshot_date` on the `account_balance` table. All the data in the column will be lost.\n - A unique constraint covering the columns `[account_id,date]` on the table `account_balance` will be added. If there are existing duplicate values, this will fail.\n - Added the required column `date` to the `account_balance` table without a default value. This is not possible if the table is not empty.\n\n*/\n-- DropIndex\nDROP INDEX \"account_balance_account_id_idx\";\n\n-- DropIndex\nDROP INDEX \"account_balance_snapshot_date_account_id_key\";\n\n-- AlterTable\nALTER TABLE \"account_balance\"\nALTER COLUMN \"inflows\" DROP NOT NULL,\nALTER COLUMN \"outflows\" DROP NOT NULL;\n\nALTER TABLE \"account_balance\" RENAME COLUMN \"snapshot_date\" TO \"date\";\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"account_balance_account_id_date_key\" ON \"account_balance\"(\"account_id\", \"date\");\n" }, { "path": "prisma/migrations/20211118191000_account_balance_timestamps/migration.sql", "content": "-- AlterTable\nALTER TABLE \"account_balance\" ADD COLUMN \"created_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\nADD COLUMN \"updated_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP;\n" }, { "path": "prisma/migrations/20211118194940_account_functions/migration.sql", "content": "-- determines the bookkeeping type of an account\nCREATE OR REPLACE FUNCTION account_value_type(p_account_id int) RETURNS text AS $$\n SELECT\n CASE\n WHEN EXISTS (SELECT 1 FROM investment_transaction WHERE account_id = p_account_id) THEN 'investment_transaction'\n WHEN EXISTS (SELECT 1 FROM valuation WHERE account_id = p_account_id) THEN 'valuation'\n ELSE 'transaction'\n END\n$$ LANGUAGE SQL STABLE;\n\n\n-- returns the start date of the account from a bookkeeping perspective\nCREATE OR REPLACE FUNCTION account_value_start_date(p_account_id int) RETURNS date AS $$\n SELECT\n CASE\n WHEN account_value_type(p_account_id) = 'valuation' THEN (SELECT MIN(date) FROM valuation WHERE account_id = p_account_id)\n WHEN account_value_type(p_account_id) = 'transaction' THEN (SELECT MIN(effective_date) FROM transaction WHERE account_id = p_account_id)\n WHEN account_value_type(p_account_id) = 'investment_transaction' THEN (SELECT MIN(date) FROM investment_transaction WHERE account_id = p_account_id)\n END\n$$ LANGUAGE SQL STABLE;\n\n\n-- calculates balance info for every day of the account's lifetime\nCREATE OR REPLACE FUNCTION calculate_account_balances(p_account_id int) RETURNS TABLE(account_id int, date date, balance bigint, inflows bigint, outflows bigint) AS $$\n WITH dates AS (\n SELECT generate_series(account_value_start_date(p_account_id), CURRENT_DATE, '1d')::date AS date\n )\n SELECT\n a.id AS account_id,\n d.date,\n CASE\n WHEN account_value_type(a.id) = 'valuation' THEN (SELECT v.amount FROM valuation v WHERE v.account_id = a.id AND v.date <= d.date ORDER BY v.date DESC LIMIT 1)\n WHEN account_value_type(a.id) = 'transaction' THEN a.current_balance + ((CASE WHEN at.classification = 'liability' THEN -1 ELSE 1 END) * SUM(COALESCE(SUM(t.amount), 0)) OVER w)\n WHEN account_value_type(a.id) = 'investment_transaction' THEN a.current_balance + ((CASE WHEN at.classification = 'liability' THEN -1 ELSE 1 END) * SUM(COALESCE(SUM(it.amount), 0)) OVER w)\n END AS balance,\n CASE\n WHEN account_value_type(a.id) = 'valuation' THEN NULL\n WHEN account_value_type(a.id) = 'transaction' THEN COALESCE(SUM(ABS(t.amount)) FILTER (WHERE t.type = 'INFLOW'), 0)\n WHEN account_value_type(a.id) = 'investment_transaction' THEN COALESCE(SUM(ABS(it.amount)) FILTER (WHERE it.type = 'INFLOW'), 0)\n END AS inflows,\n CASE\n WHEN account_value_type(a.id) = 'valuation' THEN NULL\n WHEN account_value_type(a.id) = 'transaction' THEN COALESCE(SUM(ABS(t.amount)) FILTER (WHERE t.type = 'OUTFLOW'), 0)\n WHEN account_value_type(a.id) = 'investment_transaction' THEN COALESCE(SUM(ABS(it.amount)) FILTER (WHERE it.type = 'OUTFLOW'), 0)\n END AS outflows\n FROM\n account a\n LEFT JOIN account_type at ON at.id = a.type_id\n CROSS JOIN dates d\n LEFT JOIN transaction t ON t.account_id = a.id AND t.effective_date = d.date\n LEFT JOIN investment_transaction it ON it.account_id = a.id AND it.date = d.date\n WHERE\n a.id = p_account_id\n GROUP BY\n a.id, at.classification, d.date\n WINDOW \n w AS (ORDER BY d.date DESC)\n$$ LANGUAGE SQL STABLE;\n" }, { "path": "prisma/migrations/20211118214727_txn_date_naming/migration.sql", "content": "-- AlterTable\n\nALTER TABLE \"transaction\" RENAME COLUMN \"posted_date\" TO \"date\";\n\n" }, { "path": "prisma/migrations/20211129155121_connection_status_codes/migration.sql", "content": "-- AlterEnum\n-- This migration adds more than one value to an enum.\n-- With PostgreSQL versions 11 and earlier, this is not possible\n-- in a single migration. This can be worked around by creating\n-- multiple migrations, each migration adding only one value to\n-- the enum.\n\n\nALTER TYPE \"AccountConnectionStatus\" ADD VALUE 'SYNCING';\nALTER TYPE \"AccountConnectionStatus\" ADD VALUE 'DISCONNECTED';\n" }, { "path": "prisma/migrations/20211130184227_new_accounts_available_flag/migration.sql", "content": "-- AlterTable\nALTER TABLE \"account_connection\" ADD COLUMN \"plaid_new_accounts_available\" BOOLEAN NOT NULL DEFAULT false;\n" }, { "path": "prisma/migrations/20211201023540_account_single_table_inheritance/migration.sql", "content": "-- DropForeignKey\nALTER TABLE \"account\" DROP CONSTRAINT \"account_subtype_id_fkey\";\n\n-- DropForeignKey\nALTER TABLE \"account\" DROP CONSTRAINT \"account_type_id_fkey\";\n\n-- DropForeignKey\nALTER TABLE \"account_subtype\" DROP CONSTRAINT \"account_subtype_account_type_id_fkey\";\n\n-- DropIndex\nDROP INDEX \"account_subtype_id_idx\";\n\n-- DropIndex\nDROP INDEX \"account_type_id_idx\";\n\n-- First, add the new columns\nALTER TABLE account\nADD COLUMN classification \"AccountClassification\",\nADD COLUMN \"type\" TEXT,\nADD COLUMN \"valuation_type\" TEXT,\nADD COLUMN \"subcategory_override\" TEXT;\n\nALTER TABLE account\nRENAME COLUMN \"house_meta\" TO \"property_meta\";\n\n-- Update all `Account.type` fields\nUPDATE \"account\" SET \"type\" = 'plaid' WHERE plaid_account_id IS NOT NULL;\nUPDATE \"account\" SET \"type\" = 'property' WHERE property_meta IS NOT NULL;\n\n-- Update all `Account.classification` fields\nUPDATE \"account\" a\nSET classification = at.classification\nFROM \"account_type\" at\nWHERE a.type_id = at.id;\n\n-- Update all `Account.valuation_type` fields\nUPDATE \"account\"\nSET \"valuation_type\" = 'plaid-investment-transaction'\nWHERE \"plaid_type\" = 'investment';\n\nUPDATE \"account\"\nSET \"valuation_type\" = 'plaid-transaction'\nWHERE \"plaid_type\" <> 'investment' AND \"plaid_type\" IS NOT NULL;\n\nUPDATE \"account\"\nSET \"valuation_type\" = 'zillow-valuation'\nWHERE \"plaid_type\" IS NULL;\n\n-- Add computed column for category\nALTER TABLE \"account\"\nADD COLUMN \"category\" TEXT GENERATED ALWAYS AS (\n\tCASE \n\t\tWHEN \"type\" = 'plaid' AND \"plaid_type\" IN ('depository') THEN 'cash'\n\t\tWHEN \"type\" = 'plaid' AND \"plaid_type\" IN ('investment' ,'brokerage') THEN 'investment'\n\t\tWHEN \"type\" = 'plaid' AND \"plaid_type\" IN ('loan') THEN 'loan'\n\t\tWHEN \"type\" = 'plaid' AND \"plaid_type\" IN ('credit') THEN 'credit'\n\t\tWHEN \"type\" = 'property' THEN 'property'\n\t\tWHEN \"type\" = 'vehicle' THEN 'vehicle'\n\t\tWHEN \"type\" = 'other' THEN 'other'\n\tEND\n) STORED;\n\n-- Add computed column for subcategory\nALTER TABLE \"account\"\nADD COLUMN \"subcategory\" TEXT GENERATED ALWAYS AS (\n\tCASE \n\t\tWHEN \"subcategory_override\" IS NOT NULL THEN \"subcategory_override\"\n\t\tWHEN \"type\" = 'plaid' THEN \"plaid_subtype\"\n\t\tWHEN \"type\" = 'property' THEN 'property'\n\t\tWHEN \"type\" = 'vehicle' THEN 'vehicle'\n\t\tELSE 'other'\n\tEND\n) STORED;\n\n\nALTER TABLE \"account\"\nALTER COLUMN \"type\" SET NOT NULL,\nALTER COLUMN \"classification\" SET NOT NULL,\nALTER COLUMN \"valuation_type\" SET NOT NULL,\nALTER COLUMN \"category\" SET NOT NULL,\nALTER COLUMN \"subcategory\" SET NOT NULL;\n\nALTER TABLE \"account\"\nDROP COLUMN \"subtype_id\",\nDROP COLUMN \"type_id\";\n\n-- DropTable\nDROP TABLE \"account_subtype\";\n\n-- DropTable\nDROP TABLE \"account_type\";" }, { "path": "prisma/migrations/20211203180216_security_pricing/migration.sql", "content": "-- AlterTable\nALTER TABLE \"security\" ADD COLUMN \"pricing_last_synced_at\" TIMESTAMPTZ(6);\n\n-- Enable timescale\nCREATE EXTENSION IF NOT EXISTS timescaledb;\n\n-- CreateTable\nCREATE TABLE \"security_pricing\" (\n \"created_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"security_id\" INTEGER NOT NULL,\n \"date\" DATE NOT NULL,\n \"price_close\" DECIMAL(18,10) NOT NULL,\n\n CONSTRAINT \"security_pricing_pkey\" PRIMARY KEY (\"security_id\",\"date\")\n);\n\n-- AddForeignKey\nALTER TABLE \"security_pricing\" ADD CONSTRAINT \"security_pricing_security_id_fkey\" FOREIGN KEY (\"security_id\") REFERENCES \"security\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\n-- Convert security_pricing to hypertable\nSELECT create_hypertable('security_pricing', 'date', if_not_exists => true, migrate_data => true);" }, { "path": "prisma/migrations/20211204053810_account_balance_hypertable/migration.sql", "content": "/*\n Warnings:\n\n - The primary key for the `account_balance` table will be changed. If it partially fails, the table could be left without primary key constraint.\n - You are about to drop the column `id` on the `account_balance` table. All the data in the column will be lost.\n\n*/\n-- DropIndex\nDROP INDEX \"account_balance_account_id_date_key\";\n\n-- AlterTable\nALTER TABLE \"account_balance\" DROP CONSTRAINT \"account_balance_pkey\",\nDROP COLUMN \"id\",\nADD CONSTRAINT \"account_balance_pkey\" PRIMARY KEY (\"account_id\", \"date\");\n\n-- Convert account_balance to hypertable\nSELECT create_hypertable('account_balance', 'date', if_not_exists => true, migrate_data => true);" }, { "path": "prisma/migrations/20211207192726_add_valuation_generated_cols/migration.sql", "content": "\n-- CreateEnum\nCREATE TYPE \"ValuationType\" AS ENUM ('PLAID_TRANSACTION', 'PLAID_INVESTMENT_TRANSACTION', 'KBB_VALUATION', 'ZILLOW_VALUATION', 'USER_VALUATION');\n\n-- Integrate new enum\nALTER TABLE \"account\"\nALTER \"valuation_type\" DROP NOT NULL;\n\nUPDATE \"account\"\nSET \"valuation_type\" = NULL;\n\nALTER TABLE \"account\"\nDROP COLUMN \"valuation_type\",\nADD COLUMN \"valuation_type\" \"ValuationType\";\n\n-- Populate enums\nUPDATE \"account\"\nSET \"valuation_type\" = 'PLAID_TRANSACTION'\nWHERE \"type\" = 'plaid' AND \"plaid_type\" <> 'investment';\n\nUPDATE \"account\"\nSET \"valuation_type\" = 'PLAID_INVESTMENT_TRANSACTION'\nWHERE \"type\" = 'plaid' AND \"plaid_type\" = 'investment';\n\nUPDATE \"account\"\nSET \"valuation_type\" = 'USER_VALUATION'\nWHERE \"type\" <> 'plaid';\n\n-- Add generated columns\nALTER TABLE \"account\"\nADD COLUMN \"valuation_source\" TEXT GENERATED ALWAYS AS (\n\tCASE \n\t\tWHEN \"valuation_type\" = 'PLAID_TRANSACTION' OR \"valuation_type\" = 'PLAID_INVESTMENT_TRANSACTION' THEN 'plaid'\n WHEN \"valuation_type\" = 'USER_VALUATION' THEN 'user'\n WHEN \"valuation_type\" = 'KBB_VALUATION' THEN 'kbb'\n WHEN \"valuation_type\" = 'ZILLOW_VALUATION' THEN 'zillow'\n\t\tELSE 'other'\n\tEND\n) STORED;\n\nALTER TABLE \"account\"\nADD COLUMN \"valuation_method\" TEXT GENERATED ALWAYS AS (\n\tCASE \n\t\tWHEN \"valuation_type\" = 'PLAID_TRANSACTION' THEN 'transaction'\n WHEN \"valuation_type\" = 'PLAID_INVESTMENT_TRANSACTION' THEN 'investment-transaction'\n ELSE 'valuation'\n\tEND\n) STORED;\n\n-- Add non-null constraints\nALTER TABLE \"account\"\nALTER COLUMN \"valuation_method\" SET NOT NULL,\nALTER COLUMN \"valuation_source\" SET NOT NULL,\nALTER COLUMN \"valuation_type\" SET NOT NULL;\n" }, { "path": "prisma/migrations/20211208162929_transaction_date/migration.sql", "content": "/*\n Warnings:\n\n - You are about to drop the column `effective_date` on the `transaction` table. All the data in the column will be lost.\n\n*/\n-- DropIndex\nDROP INDEX \"transaction_account_id_effective_date_idx\";\n\n-- AlterTable\nALTER TABLE \"transaction\" DROP COLUMN \"effective_date\";\n\n-- CreateIndex\nCREATE INDEX \"transaction_account_id_date_idx\" ON \"transaction\"(\"account_id\", \"date\");\n" }, { "path": "prisma/migrations/20211209041710_remove_initial_txn/migration.sql", "content": "-- now that we are using the new balance calculation, remove the old initial transactions\nDELETE FROM transaction WHERE name = 'INITIAL_TRANSACTION';\nDELETE FROM investment_transaction WHERE name = 'INITIAL_TRANSACTION';" }, { "path": "prisma/migrations/20211209050532_update_fns/migration.sql", "content": "-- no longer used\nDROP FUNCTION IF EXISTS account_value_type;\n\n-- default to today's date if we don't have any transactions/valuations for the account so it plays nicely with time_bucket_gapfill\nCREATE OR REPLACE FUNCTION account_value_start_date(p_account_id integer) RETURNS date STABLE AS $$\n SELECT\n COALESCE(\n CASE\n WHEN a.valuation_method = 'valuation' THEN (SELECT MIN(date) FROM valuation WHERE account_id = p_account_id)\n WHEN a.valuation_method = 'transaction' THEN (SELECT MIN(date) FROM transaction WHERE account_id = p_account_id)\n WHEN a.valuation_method = 'investment-transaction' THEN (SELECT MIN(date) FROM investment_transaction WHERE account_id = p_account_id)\n ELSE NULL\n END, now())\n FROM\n account a\n WHERE\n a.id = p_account_id\n$$ LANGUAGE SQL;" }, { "path": "prisma/migrations/20211211140103_add_institution_id_to_connection/migration.sql", "content": "-- AlterTable\nALTER TABLE \"account_connection\" ADD COLUMN \"plaid_institution_id\" TEXT;\n" }, { "path": "prisma/migrations/20211213211517_account_user_index/migration.sql", "content": "-- CreateIndex\nCREATE INDEX \"account_user_id_idx\" ON \"account\"(\"user_id\");\n" }, { "path": "prisma/migrations/20211214162659_security_pricing_source/migration.sql", "content": "-- AlterTable\nALTER TABLE \"security_pricing\" ADD COLUMN \"source\" TEXT;\n" }, { "path": "prisma/migrations/20211215195518_add_account_start_date/migration.sql", "content": "ALTER TABLE \"account\" ADD COLUMN \"start_date\" DATE;\n" }, { "path": "prisma/migrations/20211230035441_account_sync_status/migration.sql", "content": "/*\n Warnings:\n\n - The values [SYNCING] on the enum `AccountConnectionStatus` will be removed. If these variants are still used in the database, this will fail.\n\n*/\n-- CreateEnum\nCREATE TYPE \"AccountSyncStatus\" AS ENUM ('IDLE', 'PENDING', 'SYNCING');\n\n-- AlterEnum\nBEGIN;\nCREATE TYPE \"AccountConnectionStatus_new\" AS ENUM ('OK', 'ERROR', 'DISCONNECTED');\nALTER TABLE \"account_connection\" ALTER COLUMN \"status\" DROP DEFAULT;\nALTER TABLE \"account_connection\" ALTER COLUMN \"status\" TYPE \"AccountConnectionStatus_new\" USING (\"status\"::text::\"AccountConnectionStatus_new\");\nALTER TYPE \"AccountConnectionStatus\" RENAME TO \"AccountConnectionStatus_old\";\nALTER TYPE \"AccountConnectionStatus_new\" RENAME TO \"AccountConnectionStatus\";\nDROP TYPE \"AccountConnectionStatus_old\";\nALTER TABLE \"account_connection\" ALTER COLUMN \"status\" SET DEFAULT 'OK';\nCOMMIT;\n\n-- AlterTable\nALTER TABLE \"account\" ADD COLUMN \"sync_status\" \"AccountSyncStatus\" NOT NULL DEFAULT E'IDLE';\n\n-- AlterTable\nALTER TABLE \"account_connection\" ADD COLUMN \"sync_status\" \"AccountSyncStatus\" NOT NULL DEFAULT E'IDLE';\n" }, { "path": "prisma/migrations/20220106215040_add_mask_to_account/migration.sql", "content": "-- AlterTable\nALTER TABLE \"account\" ADD COLUMN \"mask\" TEXT;\n" }, { "path": "prisma/migrations/20220107170334_hypertable_chunk_size_tuning/migration.sql", "content": "-- Tune timescale chunk sizes\n\n-- account_balance -> 30d\nCREATE TEMP TABLE account_balance_data ON COMMIT DROP AS (\n SELECT * FROM account_balance\n);\n\nSELECT drop_chunks('account_balance', interval '0 days');\nTRUNCATE account_balance;\n\nSELECT set_chunk_time_interval('account_balance', interval '30 days');\n\nINSERT INTO account_balance\nSELECT * FROM account_balance_data;\n\n\n-- security_pricing -> 30d\nCREATE TEMP TABLE security_pricing_data ON COMMIT DROP AS (\n SELECT * FROM security_pricing\n);\n\nSELECT drop_chunks('security_pricing', interval '0 days');\nTRUNCATE security_pricing;\n\nSELECT set_chunk_time_interval('security_pricing', interval '30 days');\n\nINSERT INTO security_pricing\nSELECT * FROM security_pricing_data;" }, { "path": "prisma/migrations/20220112171128_update_fn/migration.sql", "content": "-- update the account_value_start_date to be the date prior to the first transaction/investment_transaction\n\nCREATE OR REPLACE FUNCTION account_value_start_date(p_account_id integer) RETURNS date STABLE AS $$\n SELECT\n COALESCE(\n CASE\n WHEN a.valuation_method = 'valuation' THEN (SELECT MIN(date) FROM valuation WHERE account_id = p_account_id)\n WHEN a.valuation_method = 'transaction' THEN (SELECT MIN(date) - 1 FROM transaction WHERE account_id = p_account_id)\n WHEN a.valuation_method = 'investment-transaction' THEN (SELECT MIN(date) - 1 FROM investment_transaction WHERE account_id = p_account_id)\n ELSE NULL\n END, now())\n FROM\n account a\n WHERE\n a.id = p_account_id\n$$ LANGUAGE SQL;" }, { "path": "prisma/migrations/20220121175453_account_liability_json/migration.sql", "content": "-- AlterTable\nALTER TABLE \"account\" ADD COLUMN \"plaid_liability\" JSONB;\n" }, { "path": "prisma/migrations/20220124193549_add_plaid_valuation_valuation_type/migration.sql", "content": "-- AlterEnum\nALTER TYPE \"ValuationType\" ADD VALUE 'PLAID_VALUATION';\n\n" }, { "path": "prisma/migrations/20220124211317_update_valuation_types_and_sources/migration.sql", "content": "-- Update generated column\n\nALTER TABLE \"account\" DROP COLUMN \"valuation_source\";\n\nALTER TABLE \"account\"\nADD COLUMN \"valuation_source\" TEXT GENERATED ALWAYS AS (\n\tCASE \n WHEN \"valuation_type\" = 'PLAID_TRANSACTION'\n OR \"valuation_type\" = 'PLAID_INVESTMENT_TRANSACTION'\n OR \"valuation_type\" = 'PLAID_VALUATION'\n THEN 'plaid'\n WHEN \"valuation_type\" = 'USER_VALUATION' THEN 'user'\n WHEN \"valuation_type\" = 'KBB_VALUATION' THEN 'kbb'\n WHEN \"valuation_type\" = 'ZILLOW_VALUATION' THEN 'zillow'\n\t\tELSE 'other'\n\tEND\n) STORED;\n\nALTER TABLE \"account\" ALTER COLUMN \"valuation_source\" SET NOT NULL;" }, { "path": "prisma/migrations/20220125211038_add_unique_constraint_to_valuations/migration.sql", "content": "-- Remove duplicates\nDELETE FROM valuation a\nWHERE EXISTS (\n\t\tSELECT\n\t\t\t1\n\t\tFROM\n\t\t\tvaluation b\n\t\tWHERE\n\t\t\tb.account_id = a.account_id\n\t\t\tAND b.source = a.source\n\t\t\tAND b.date = a.date\n\t\t\tAND b.id < a.id);\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"valuation_account_id_source_date_key\" ON \"valuation\"(\"account_id\", \"source\", \"date\");\n" }, { "path": "prisma/migrations/20220202184342_account_balances_gapfilled_fn/migration.sql", "content": "-- returns a table of balances for each account in the date series\n-- this is the foundation for all balance/net-worth calculations\n\nCREATE OR REPLACE FUNCTION account_balances_gapfilled(p_start date, p_end date, p_interval interval, p_account_ids integer[]) RETURNS TABLE(account_id integer, date date, balance bigint) LANGUAGE SQL STABLE AS $$\n WITH account_balances_gapfilled AS (\n -- fill in balance for start of range\n (\n SELECT\n ab.account_id,\n p_start::date AS date,\n last(ab.balance, ab.date) AS balance\n FROM\n account_balance ab\n WHERE\n ab.account_id = ANY(p_account_ids)\n AND ab.date <= p_start\n GROUP BY\n ab.account_id\n )\n UNION\n -- fill in balance for end of range\n (\n SELECT\n ab.account_id,\n p_end::date AS date,\n last(ab.balance, ab.date) AS balance\n FROM\n account_balance ab\n WHERE\n ab.account_id = ANY(p_account_ids)\n AND ab.date <= p_end\n GROUP BY\n ab.account_id\n )\n UNION\n -- this gapfill covers accounts who have at least 1 balance record in the range\n (\n SELECT\n ab.account_id,\n time_bucket_gapfill(p_interval, ab.date) AS date,\n locf(\n first(ab.balance, ab.date),\n COALESCE(\n (SELECT balance FROM account_balance WHERE date < p_start AND account_id = ab.account_id ORDER BY date DESC LIMIT 1),\n (SELECT balance FROM account_balance WHERE account_id = ab.account_id ORDER BY date ASC LIMIT 1)\n )\n ) AS balance\n FROM\n account_balance ab\n WHERE\n ab.account_id = ANY(p_account_ids)\n AND ab.date BETWEEN p_start AND p_end\n GROUP BY\n 1, 2\n )\n UNION\n -- this gapfill covers accounts that either (a) have balance records outside range OR (b) don't have any balance records\n (\n SELECT\n ab.account_id,\n time_bucket_gapfill(p_interval, ab.date, p_start, (p_end::date + interval '1d')::date) AS date,\n locf(first(ab.balance, ab.date)) AS balance\n FROM (\n SELECT\n fb.account_id,\n p_start::date AS date,\n fb.balance\n FROM (\n SELECT\n a.id AS account_id,\n COALESCE(\n (SELECT balance FROM account_balance WHERE account_id = a.id AND date < p_start ORDER BY date DESC LIMIT 1),\n (SELECT balance FROM account_balance WHERE account_id = a.id AND date > p_end ORDER BY date ASC LIMIT 1),\n a.current_balance\n ) AS balance\n FROM\n account a\n WHERE\n a.id = ANY(p_account_ids)\n AND a.id NOT IN (SELECT DISTINCT account_id FROM account_balance WHERE date BETWEEN p_start AND p_end)\n ) fb\n ) ab\n GROUP BY\n 1, 2\n )\n )\n SELECT DISTINCT ON (abg.account_id, abg.date)\n abg.account_id,\n abg.date,\n CASE\n WHEN a.start_date IS NOT NULL AND abg.date < a.start_date THEN 0\n ELSE COALESCE(abg.balance, 0)\n END AS balance\n FROM\n account_balances_gapfilled abg\n INNER JOIN account a ON a.id = abg.account_id\n$$;" }, { "path": "prisma/migrations/20220203234737_update_fn/migration.sql", "content": "CREATE OR REPLACE FUNCTION account_balances_gapfilled(p_start date, p_end date, p_interval interval, p_account_ids integer[]) RETURNS TABLE(account_id integer, date date, balance bigint) LANGUAGE SQL STABLE AS $$\n WITH account_balances_gapfilled AS (\n -- fill in balance for start of range\n (\n SELECT\n ab.account_id,\n p_start::date AS date,\n last(ab.balance, ab.date) AS balance\n FROM\n account_balance ab\n WHERE\n ab.account_id = ANY(p_account_ids)\n AND ab.date <= p_start\n GROUP BY\n ab.account_id\n )\n UNION\n -- fill in balance for end of range\n (\n SELECT\n ab.account_id,\n p_end::date AS date,\n last(ab.balance, ab.date) AS balance\n FROM\n account_balance ab\n WHERE\n ab.account_id = ANY(p_account_ids)\n AND ab.date <= p_end\n GROUP BY\n ab.account_id\n )\n UNION\n -- this gapfill covers accounts who have at least 1 balance record in the range\n (\n SELECT\n ab.account_id,\n time_bucket_gapfill(p_interval, ab.date) AS date,\n locf(\n first(ab.balance, ab.date),\n COALESCE(\n (SELECT balance FROM account_balance WHERE date < p_start AND account_id = ab.account_id ORDER BY date DESC LIMIT 1),\n (SELECT balance FROM account_balance WHERE account_id = ab.account_id ORDER BY date ASC LIMIT 1)\n )\n ) AS balance\n FROM\n account_balance ab\n WHERE\n ab.account_id = ANY(p_account_ids)\n AND ab.date BETWEEN p_start AND p_end\n GROUP BY\n 1, 2\n )\n UNION\n -- this gapfill covers accounts that either (a) have balance records outside range OR (b) don't have any balance records\n (\n SELECT\n ab.account_id,\n time_bucket_gapfill(p_interval, ab.date, p_start, (p_end::date + interval '1d')::date) AS date,\n locf(first(ab.balance, ab.date)) AS balance\n FROM (\n SELECT\n fb.account_id,\n p_start::date AS date,\n fb.balance\n FROM (\n SELECT\n a.id AS account_id,\n COALESCE(\n (SELECT balance FROM account_balance WHERE account_id = a.id AND date < p_start ORDER BY date DESC LIMIT 1),\n (SELECT balance FROM account_balance WHERE account_id = a.id AND date > p_end ORDER BY date ASC LIMIT 1),\n a.current_balance\n ) AS balance\n FROM\n account a\n WHERE\n a.id = ANY(p_account_ids)\n AND a.id NOT IN (SELECT DISTINCT account_id FROM account_balance WHERE date BETWEEN p_start AND p_end)\n ) fb\n ) ab\n GROUP BY\n 1, 2\n )\n )\n SELECT DISTINCT ON (abg.account_id, abg.date)\n abg.account_id,\n abg.date,\n CASE\n WHEN a.start_date IS NOT NULL AND abg.date < a.start_date THEN 0\n ELSE COALESCE(abg.balance, 0)\n END AS balance\n FROM\n account_balances_gapfilled abg\n INNER JOIN account a ON a.id = abg.account_id\n WHERE\n abg.date BETWEEN p_start AND p_end\n$$;" }, { "path": "prisma/migrations/20220214175713_narrow_transaction_category/migration.sql", "content": "/*\n Warnings:\n\n - The `category` column on the `transaction` table would be dropped and recreated. This will lead to data loss if there is data in the column.\n\n*/\n-- CreateEnum\nCREATE TYPE \"TransactionCategory\" AS ENUM ('INCOME', 'EXPENSE', 'TRANSFER', 'PAYMENT');\n\n-- AlterTable\nALTER TABLE \"transaction\" DROP COLUMN \"category\",\nADD COLUMN \"category\" \"TransactionCategory\";\n" }, { "path": "prisma/migrations/20220215201534_transaction_remove_subcategory_add_plaid_category/migration.sql", "content": "/*\n Warnings:\n\n - You are about to drop the column `subcategory` on the `transaction` table. All the data in the column will be lost.\n\n*/\n-- AlterTable\nALTER TABLE \"transaction\" DROP COLUMN \"subcategory\",\nADD COLUMN \"plaid_category\" TEXT[];\n" }, { "path": "prisma/migrations/20220215212216_add_transaction_indexes/migration.sql", "content": "-- CreateIndex\nCREATE INDEX \"transaction_amount_idx\" ON \"transaction\"(\"amount\");\n\n-- CreateIndex\nCREATE INDEX \"transaction_category_idx\" ON \"transaction\"(\"category\");\n" }, { "path": "prisma/migrations/20220217040807_add_merchant_name_to_transactions/migration.sql", "content": "-- AlterTable\nALTER TABLE \"transaction\" ADD COLUMN \"merchant_name\" TEXT;\n" }, { "path": "prisma/migrations/20220228233043_change_money_type/migration.sql", "content": "-- AlterTable\nALTER TABLE \"account\" ALTER COLUMN \"current_balance\" SET DATA TYPE DECIMAL(19,4) USING current_balance::numeric / 100;\nALTER TABLE \"account\" ALTER COLUMN \"available_balance\" SET DATA TYPE DECIMAL(19,4) USING available_balance::numeric / 100;\n\n-- AlterTable\nALTER TABLE \"account_balance\" ALTER COLUMN \"balance\" SET DATA TYPE DECIMAL(19,4) USING balance::numeric / 100;\nALTER TABLE \"account_balance\" ALTER COLUMN \"inflows\" SET DEFAULT 0;\nALTER TABLE \"account_balance\" ALTER COLUMN \"inflows\" SET DATA TYPE DECIMAL(19,4) USING inflows::numeric / 100;\nALTER TABLE \"account_balance\" ALTER COLUMN \"outflows\" SET DEFAULT 0;\nALTER TABLE \"account_balance\" ALTER COLUMN \"outflows\" SET DATA TYPE DECIMAL(19,4) USING outflows::numeric / 100;\n\n-- AlterTable\nALTER TABLE \"holding\" ALTER COLUMN \"value\" SET DATA TYPE DECIMAL(19,4) USING value::numeric / 100;\nALTER TABLE \"holding\" ALTER COLUMN \"cost_basis\" SET DATA TYPE DECIMAL(23,8) USING cost_basis::numeric / 100;\nALTER TABLE \"holding\" ALTER COLUMN \"price\" SET DATA TYPE DECIMAL(23,8) USING price::numeric / 100;\n\n-- AlterTable\nALTER TABLE \"transaction\" DROP COLUMN \"type\";\nALTER TABLE \"transaction\" ALTER COLUMN \"amount\" SET DATA TYPE DECIMAL(19,4) USING amount::numeric / 100;\nALTER TABLE \"transaction\" ADD COLUMN \"type\" \"TransactionType\" NOT NULL GENERATED ALWAYS AS (CASE WHEN amount < 0 THEN 'INFLOW'::\"TransactionType\" ELSE 'OUTFLOW'::\"TransactionType\" END) STORED;\n\n-- AlterTable\nALTER TABLE \"investment_transaction\" DROP COLUMN \"type\";\nALTER TABLE \"investment_transaction\" ALTER COLUMN \"amount\" SET DATA TYPE DECIMAL(19,4) USING amount::numeric / 100;\nALTER TABLE \"investment_transaction\" ALTER COLUMN \"price\" SET DATA TYPE DECIMAL(23,8) USING price::numeric / 100;\nALTER TABLE \"investment_transaction\" ADD COLUMN \"type\" \"TransactionType\" NOT NULL GENERATED ALWAYS AS (CASE WHEN amount < 0 THEN 'INFLOW'::\"TransactionType\" ELSE 'OUTFLOW'::\"TransactionType\" END) STORED;\n\n-- AlterTable\nALTER TABLE \"security_pricing\" ALTER COLUMN \"price_close\" SET DATA TYPE DECIMAL(23,8);\n\n-- AlterTable\nALTER TABLE \"valuation\" ALTER COLUMN \"amount\" SET DATA TYPE DECIMAL(19,4) USING amount::numeric / 100;\n\n-- Update functions\nDROP FUNCTION IF EXISTS calculate_account_balances;\nDROP FUNCTION IF EXISTS account_balances_gapfilled(date,date,interval,integer[]);\nCREATE OR REPLACE FUNCTION public.account_balances_gapfilled(p_start date, p_end date, p_interval interval, p_account_ids integer[])\n RETURNS TABLE(account_id integer, date date, balance numeric)\n LANGUAGE sql\n STABLE\nAS $$\n WITH account_balances_gapfilled AS (\n -- fill in balance for start of range\n (\n SELECT\n ab.account_id,\n p_start::date AS date,\n last(ab.balance, ab.date) AS balance\n FROM\n account_balance ab\n WHERE\n ab.account_id = ANY(p_account_ids)\n AND ab.date <= p_start\n GROUP BY\n ab.account_id\n )\n UNION\n -- fill in balance for end of range\n (\n SELECT\n ab.account_id,\n p_end::date AS date,\n last(ab.balance, ab.date) AS balance\n FROM\n account_balance ab\n WHERE\n ab.account_id = ANY(p_account_ids)\n AND ab.date <= p_end\n GROUP BY\n ab.account_id\n )\n UNION\n -- this gapfill covers accounts who have at least 1 balance record in the range\n (\n SELECT\n ab.account_id,\n time_bucket_gapfill(p_interval, ab.date) AS date,\n locf(\n first(ab.balance, ab.date),\n COALESCE(\n (SELECT balance FROM account_balance WHERE date < p_start AND account_id = ab.account_id ORDER BY date DESC LIMIT 1),\n (SELECT balance FROM account_balance WHERE account_id = ab.account_id ORDER BY date ASC LIMIT 1)\n )\n ) AS balance\n FROM\n account_balance ab\n WHERE\n ab.account_id = ANY(p_account_ids)\n AND ab.date BETWEEN p_start AND p_end\n GROUP BY\n 1, 2\n )\n UNION\n -- this gapfill covers accounts that either (a) have balance records outside range OR (b) don't have any balance records\n (\n SELECT\n ab.account_id,\n time_bucket_gapfill(p_interval, ab.date, p_start, (p_end::date + interval '1d')::date) AS date,\n locf(first(ab.balance, ab.date)) AS balance\n FROM (\n SELECT\n fb.account_id,\n p_start::date AS date,\n fb.balance\n FROM (\n SELECT\n a.id AS account_id,\n COALESCE(\n (SELECT balance FROM account_balance WHERE account_id = a.id AND date < p_start ORDER BY date DESC LIMIT 1),\n (SELECT balance FROM account_balance WHERE account_id = a.id AND date > p_end ORDER BY date ASC LIMIT 1),\n a.current_balance\n ) AS balance\n FROM\n account a\n WHERE\n a.id = ANY(p_account_ids)\n AND a.id NOT IN (SELECT DISTINCT account_id FROM account_balance WHERE date BETWEEN p_start AND p_end)\n ) fb\n ) ab\n GROUP BY\n 1, 2\n )\n )\n SELECT DISTINCT ON (abg.account_id, abg.date)\n abg.account_id,\n abg.date,\n CASE\n WHEN a.start_date IS NOT NULL AND abg.date < a.start_date THEN 0\n ELSE COALESCE(abg.balance, 0)\n END AS balance\n FROM\n account_balances_gapfilled abg\n INNER JOIN account a ON a.id = abg.account_id\n WHERE\n abg.date BETWEEN p_start AND p_end\n$$;" }, { "path": "prisma/migrations/20220302181536_add_price_as_of_to_security_pricing/migration.sql", "content": "-- AlterTable\nALTER TABLE \"security_pricing\" ADD COLUMN \"price_as_of\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP;\n" }, { "path": "prisma/migrations/20220307200633_remove_price_from_holding/migration.sql", "content": "/*\n Warnings:\n\n - You are about to drop the column `price` on the `holding` table. All the data in the column will be lost.\n - You are about to drop the column `price_as_of` on the `holding` table. All the data in the column will be lost.\n\n*/\n-- AlterTable\nALTER TABLE \"holding\" DROP COLUMN \"price\",\nDROP COLUMN \"price_as_of\";\n" }, { "path": "prisma/migrations/20220307211701_valuation_trigger/migration.sql", "content": "-- the valuation_changed trigger is used to keep `account.start_date` and `account.current_balance` in sync with the account's valuations\nCREATE OR REPLACE FUNCTION valuation_changed() RETURNS TRIGGER LANGUAGE plpgsql AS $$\n BEGIN\n UPDATE account AS a\n SET \n start_date = account_value_start_date(a.id),\n current_balance = (SELECT v.amount FROM valuation v WHERE v.account_id = a.id ORDER BY v.date DESC LIMIT 1)\n WHERE \n (a.id = NEW.account_id OR a.id = OLD.account_id) \n AND a.valuation_method = 'valuation';\n RETURN NULL;\n END;\n$$;\n\nCREATE OR REPLACE TRIGGER valuation_changed\n AFTER INSERT OR UPDATE OF account_id, amount, date OR DELETE\n ON valuation\n FOR EACH ROW\n EXECUTE FUNCTION valuation_changed();" }, { "path": "prisma/migrations/20220311165323_add_shares_per_contract_to_security/migration.sql", "content": "-- AlterTable\nALTER TABLE \"security\" ADD COLUMN \"shares_per_contract\" DECIMAL(36,18);\n\n-- Remove incorrect derivative pricing from Plaid\nDELETE FROM \"security_pricing\" sp USING \"security\" s\nWHERE s.id = sp.security_id\n\tAND s. \"plaid_type\" = 'derivative'\n\tAND sp. \"source\" = 'plaid';" }, { "path": "prisma/migrations/20220315172110_institution/migration.sql", "content": "-- CreateEnum\nCREATE TYPE \"Provider\" AS ENUM ('PLAID', 'FINICITY');\n\n-- CreateTable\nCREATE TABLE \"institution\" (\n \"id\" SERIAL NOT NULL,\n \"created_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"provider\" \"Provider\" NOT NULL,\n \"provider_id\" TEXT NOT NULL,\n \"name\" TEXT NOT NULL,\n \"logo\" TEXT,\n \"primary_color\" TEXT,\n \"data\" JSONB NOT NULL,\n\n CONSTRAINT \"institution_pkey\" PRIMARY KEY (\"id\")\n);\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"institution_provider_provider_id_key\" ON \"institution\"(\"provider\", \"provider_id\");\n" }, { "path": "prisma/migrations/20220316200652_reset_plaid_derivative_prices/migration.sql", "content": "-- Remove incorrect derivative pricing from Plaid\nDELETE FROM \"security_pricing\" sp USING \"security\" s\nWHERE s.id = sp.security_id\n\tAND s. \"plaid_type\" = 'derivative'\n\tAND sp. \"source\" = 'plaid';\n\n-- Set `pricing_last_synced_at` to null so that derivatives re-sync from Plaid\nUPDATE security SET pricing_last_synced_at = NULL WHERE plaid_type = 'derivative';" }, { "path": "prisma/migrations/20220317191949_reset_plaid_derivative_prices_again/migration.sql", "content": "-- Remove incorrect derivative pricing from Plaid\nDELETE FROM \"security_pricing\" sp USING \"security\" s\nWHERE s.id = sp.security_id\n\tAND s. \"plaid_type\" = 'derivative'\n\tAND sp. \"source\" = 'plaid';\n\n-- Set `pricing_last_synced_at` to null so that derivatives re-sync from Plaid\nUPDATE security SET pricing_last_synced_at = NULL WHERE plaid_type = 'derivative';" }, { "path": "prisma/migrations/20220323203441_multi_provider_updates/migration.sql", "content": "/*\n Warnings:\n\n - A unique constraint covering the columns `[account_connection_id,finicity_account_id]` on the table `account` will be added. If there are existing duplicate values, this will fail.\n - A unique constraint covering the columns `[finicity_holding_id]` on the table `holding` will be added. If there are existing duplicate values, this will fail.\n - A unique constraint covering the columns `[finicity_transaction_id]` on the table `investment_transaction` will be added. If there are existing duplicate values, this will fail.\n - A unique constraint covering the columns `[finicity_transaction_id]` on the table `transaction` will be added. If there are existing duplicate values, this will fail.\n - Changed the type of `type` on the `account` table. No cast exists, the column would be dropped and recreated, which cannot be done if there is data, since the column is required.\n - Changed the type of `valuation_method` on the `account` table. No cast exists, the column would be dropped and recreated, which cannot be done if there is data, since the column is required.\n - Changed the type of `valuation_source` on the `account` table. No cast exists, the column would be dropped and recreated, which cannot be done if there is data, since the column is required.\n - Changed the type of `type` on the `account_connection` table. No cast exists, the column would be dropped and recreated, which cannot be done if there is data, since the column is required.\n\n*/\n-- CreateEnum\nCREATE TYPE \"AccountConnectionType\" AS ENUM ('plaid', 'finicity');\n\n-- CreateEnum\nCREATE TYPE \"AccountType\" AS ENUM ('plaid', 'finicity', 'property', 'vehicle', 'other');\n\n-- CreateEnum\nCREATE TYPE \"ValuationSource\" AS ENUM ('PLAID', 'FINICITY', 'KBB', 'ZILLOW', 'USER');\n\n-- CreateEnum\nCREATE TYPE \"ValuationMethod\" AS ENUM ('TRANSACTION', 'INVESTMENT_TRANSACTION', 'VALUATION');\n\n-- AlterTable\nALTER TABLE \"account\"\nADD COLUMN \"finicity_account_id\" TEXT,\nADD COLUMN \"finicity_detail\" JSONB,\nADD COLUMN \"finicity_type\" TEXT,\nDROP COLUMN \"valuation_method\",\nDROP COLUMN \"valuation_source\",\nDROP COLUMN \"category\",\nDROP COLUMN \"subcategory\";\n\nALTER TABLE \"account\" ALTER COLUMN \"type\" TYPE \"AccountType\" USING \"type\"::\"AccountType\";\n\n-- Due to a limitation in postgres, we must recreate the enum if we're going to use the new values in this transaction (instead of `ALTER TYPE ADD VALUE `).\nALTER TYPE \"ValuationType\" RENAME TO \"ValuationType_old\";\nCREATE TYPE \"ValuationType\" AS ENUM ('PLAID_TRANSACTION', 'PLAID_INVESTMENT_TRANSACTION', 'PLAID_VALUATION', 'FINICITY_TRANSACTION', 'FINICITY_INVESTMENT_TRANSACTION', 'KBB_VALUATION', 'ZILLOW_VALUATION', 'USER_VALUATION');\nALTER TABLE \"account\" ALTER COLUMN \"valuation_type\" TYPE \"ValuationType\" USING \"valuation_type\"::text::\"ValuationType\";\nDROP TYPE \"ValuationType_old\";\n\n-- update valuation_method\nALTER TABLE \"account\"\nADD COLUMN \"valuation_method\" \"ValuationMethod\" GENERATED ALWAYS AS (\n\tCASE \n\t\tWHEN \"valuation_type\" IN ('PLAID_TRANSACTION', 'FINICITY_TRANSACTION') THEN 'TRANSACTION'::\"ValuationMethod\"\n WHEN \"valuation_type\" IN ('PLAID_INVESTMENT_TRANSACTION', 'FINICITY_INVESTMENT_TRANSACTION') THEN 'INVESTMENT_TRANSACTION'::\"ValuationMethod\"\n WHEN \"valuation_type\" IN ('PLAID_VALUATION', 'KBB_VALUATION', 'ZILLOW_VALUATION', 'USER_VALUATION') THEN 'VALUATION'::\"ValuationMethod\"\n\tEND\n) STORED;\nALTER TABLE \"account\" ALTER COLUMN \"valuation_method\" SET NOT NULL;\n\n-- update valuation_source\nALTER TABLE \"account\"\nADD COLUMN \"valuation_source\" \"ValuationSource\" GENERATED ALWAYS AS (\n\tCASE \n WHEN \"valuation_type\" IN ('PLAID_TRANSACTION', 'PLAID_INVESTMENT_TRANSACTION', 'PLAID_VALUATION') THEN 'PLAID'::\"ValuationSource\"\n WHEN \"valuation_type\" IN ('FINICITY_TRANSACTION', 'FINICITY_INVESTMENT_TRANSACTION') THEN 'FINICITY'::\"ValuationSource\"\n WHEN \"valuation_type\" = 'KBB_VALUATION' THEN 'KBB'::\"ValuationSource\"\n WHEN \"valuation_type\" = 'ZILLOW_VALUATION' THEN 'ZILLOW'::\"ValuationSource\"\n WHEN \"valuation_type\" = 'USER_VALUATION' THEN 'USER'::\"ValuationSource\"\n\tEND\n) STORED;\nALTER TABLE \"account\" ALTER COLUMN \"valuation_source\" SET NOT NULL;\n\n-- update category\nALTER TABLE \"account\"\nADD COLUMN \"category\" TEXT GENERATED ALWAYS AS (\n\tCASE \n\t\tWHEN \"type\" = 'plaid' AND \"plaid_type\" IN ('depository') THEN 'cash'\n\t\tWHEN \"type\" = 'plaid' AND \"plaid_type\" IN ('investment' ,'brokerage') THEN 'investment'\n\t\tWHEN \"type\" = 'plaid' AND \"plaid_type\" IN ('loan') THEN 'loan'\n\t\tWHEN \"type\" = 'plaid' AND \"plaid_type\" IN ('credit') THEN 'credit'\n\t\tWHEN \"type\" = 'property' THEN 'property'\n\t\tWHEN \"type\" = 'vehicle' THEN 'vehicle'\n\t\tELSE 'other'\n\tEND\n) STORED;\nALTER TABLE \"account\" ALTER COLUMN \"category\" SET NOT NULL;\n\n-- update subcategory\nALTER TABLE \"account\"\nADD COLUMN \"subcategory\" TEXT GENERATED ALWAYS AS (\n\tCASE \n\t\tWHEN \"subcategory_override\" IS NOT NULL THEN \"subcategory_override\"\n\t\tWHEN \"type\" = 'plaid' THEN \"plaid_subtype\"\n\t\tWHEN \"type\" = 'property' THEN 'property'\n\t\tWHEN \"type\" = 'vehicle' THEN 'vehicle'\n\t\tELSE 'other'\n\tEND\n) STORED;\nALTER TABLE \"account\" ALTER COLUMN \"subcategory\" SET NOT NULL;\n\n-- AlterTable\nALTER TABLE \"account_connection\" \nADD COLUMN \"finicity_institution_id\" TEXT,\nADD COLUMN \"finicity_institution_login_id\" TEXT;\n\nALTER TABLE \"account_connection\" ALTER COLUMN \"type\" TYPE \"AccountConnectionType\" USING \"type\"::\"AccountConnectionType\";\n\n-- AlterTable\nALTER TABLE \"holding\" ADD COLUMN \"finicity_holding_id\" TEXT;\n\n-- AlterTable\nALTER TABLE \"investment_transaction\" \nADD COLUMN \"finicity_investment_transaction_type\" TEXT,\nADD COLUMN \"finicity_transaction_id\" TEXT;\n\n-- AlterTable\nALTER TABLE \"transaction\" \nADD COLUMN \"finicity_categorization\" JSONB,\nADD COLUMN \"finicity_transaction_id\" TEXT,\nADD COLUMN \"finicity_type\" TEXT;\n\n-- AlterTable\nALTER TABLE \"user\" ADD COLUMN \"finicity_customer_id\" TEXT;\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"account_account_connection_id_finicity_account_id_key\" ON \"account\"(\"account_connection_id\", \"finicity_account_id\");\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"holding_finicity_holding_id_key\" ON \"holding\"(\"finicity_holding_id\");\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"investment_transaction_finicity_transaction_id_key\" ON \"investment_transaction\"(\"finicity_transaction_id\");\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"transaction_finicity_transaction_id_key\" ON \"transaction\"(\"finicity_transaction_id\");\n" }, { "path": "prisma/migrations/20220323212807_fix_function/migration.sql", "content": "CREATE OR REPLACE FUNCTION public.account_value_start_date(p_account_id integer) RETURNS date LANGUAGE sql STABLE AS $$\n SELECT\n COALESCE(\n CASE\n WHEN a.valuation_method = 'VALUATION' THEN (SELECT MIN(date) FROM valuation WHERE account_id = p_account_id)\n WHEN a.valuation_method = 'TRANSACTION' THEN (SELECT MIN(date) - 1 FROM transaction WHERE account_id = p_account_id)\n WHEN a.valuation_method = 'INVESTMENT_TRANSACTION' THEN (SELECT MIN(date) - 1 FROM investment_transaction WHERE account_id = p_account_id)\n ELSE NULL\n END, now())\n FROM\n account a\n WHERE\n a.id = p_account_id\n$$;\n\n\nCREATE OR REPLACE FUNCTION valuation_changed() RETURNS TRIGGER LANGUAGE plpgsql AS $$\n BEGIN\n UPDATE account AS a\n SET\n start_date = account_value_start_date(a.id),\n current_balance = (SELECT v.amount FROM valuation v WHERE v.account_id = a.id ORDER BY v.date DESC LIMIT 1)\n WHERE\n (a.id = NEW.account_id OR a.id = OLD.account_id)\n AND a.valuation_method = 'VALUATION';\n RETURN NULL;\n END;\n$$;" }, { "path": "prisma/migrations/20220411193518_stop_generating_and_enumize_account_category/migration.sql", "content": "-- CreateEnum\nCREATE TYPE \"AccountCategory\" AS ENUM ('cash', 'investment', 'crypto', 'property', 'vehicle', 'valuable', 'loan', 'mortgage', 'credit', 'other');\n\n-- Add new column with temporary suffix\nALTER TABLE \"account\" ADD COLUMN \"category_tmp\" \"AccountCategory\" NOT NULL DEFAULT E'other';\n\n-- Populate new column with enum values\nUPDATE \"account\" SET \"category_tmp\" = \"category\"::\"AccountCategory\";\n\n-- Drop old column\nALTER TABLE \"account\" DROP COLUMN \"category\";\n\n-- Rename new column to take its place\nALTER TABLE \"account\" RENAME COLUMN \"category_tmp\" TO \"category\";" }, { "path": "prisma/migrations/20220426190758_add_url_and_logo_url_to_institution/migration.sql", "content": "-- AlterTable\nALTER TABLE \"institution\" ADD COLUMN \"logo_url\" TEXT,\nADD COLUMN \"url\" TEXT;\n" }, { "path": "prisma/migrations/20220504231954_finicity_updates/migration.sql", "content": "/*\n Warnings:\n\n - You are about to drop the column `finicity_holding_id` on the `holding` table. All the data in the column will be lost.\n - A unique constraint covering the columns `[finicity_position_id]` on the table `holding` will be added. If there are existing duplicate values, this will fail.\n - A unique constraint covering the columns `[finicity_security_id,finicity_security_id_type]` on the table `security` will be added. If there are existing duplicate values, this will fail.\n\n*/\n-- DropIndex\nDROP INDEX \"holding_finicity_holding_id_key\";\n\n-- AlterTable\nALTER TABLE \"holding\" RENAME COLUMN \"finicity_holding_id\" TO \"finicity_position_id\";\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"holding_finicity_position_id_key\" ON \"holding\"(\"finicity_position_id\");\n\n-- AlterTable\nALTER TABLE \"security\" ADD COLUMN \"finicity_security_id\" TEXT,\nADD COLUMN \"finicity_security_id_type\" TEXT;\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"security_finicity_security_id_finicity_security_id_type_key\" ON \"security\"(\"finicity_security_id\", \"finicity_security_id_type\");\n" }, { "path": "prisma/migrations/20220518005502_finicity_customer_id_uniqueness/migration.sql", "content": "/*\n Warnings:\n\n - A unique constraint covering the columns `[finicity_customer_id]` on the table `user` will be added. If there are existing duplicate values, this will fail.\n\n*/\n-- CreateIndex\nCREATE UNIQUE INDEX \"user_finicity_customer_id_key\" ON \"user\"(\"finicity_customer_id\");\n" }, { "path": "prisma/migrations/20220519192445_institution_refactor/migration.sql", "content": "/*\n Warnings:\n\n - You are about to drop the column `data` on the `institution` table. All the data in the column will be lost.\n - You are about to drop the column `provider` on the `institution` table. All the data in the column will be lost.\n - You are about to drop the column `provider_id` on the `institution` table. All the data in the column will be lost.\n\n*/\n-- CreateTable\nCREATE TABLE \"provider_institution\" (\n \"id\" SERIAL NOT NULL,\n \"created_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"provider\" \"Provider\" NOT NULL,\n \"provider_id\" TEXT NOT NULL,\n \"institution_id\" INTEGER,\n \"rank\" INTEGER NOT NULL DEFAULT 0,\n \"name\" TEXT NOT NULL,\n \"url\" TEXT,\n \"logo\" TEXT,\n \"logo_url\" TEXT,\n \"primary_color\" TEXT,\n \"data\" JSONB,\n\n CONSTRAINT \"provider_institution_pkey\" PRIMARY KEY (\"id\")\n);\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"provider_institution_provider_provider_id_key\" ON \"provider_institution\"(\"provider\", \"provider_id\");\n\n-- migrate institution data into provider_institution\nINSERT INTO provider_institution (provider, provider_id, name, url, logo, logo_url, primary_color, data)\nSELECT\n provider,\n provider_id,\n name,\n url,\n logo,\n logo_url,\n primary_color,\n data\nFROM\n institution;\n\n-- delete data from institution table\nTRUNCATE TABLE institution RESTART IDENTITY;\n\n-- AddForeignKey\nALTER TABLE \"provider_institution\" ADD CONSTRAINT \"provider_institution_institution_id_fkey\" FOREIGN KEY (\"institution_id\") REFERENCES \"institution\"(\"id\") ON DELETE SET NULL ON UPDATE CASCADE;\n\n-- DropIndex\nDROP INDEX \"institution_provider_provider_id_key\";\n\n-- AlterTable\nALTER TABLE \"institution\" DROP COLUMN \"data\",\nDROP COLUMN \"provider\",\nDROP COLUMN \"provider_id\";" }, { "path": "prisma/migrations/20220520161223_institution_search_algo/migration.sql", "content": "CREATE OR REPLACE FUNCTION edge_ngram_tsvector(text text, config regconfig DEFAULT 'simple') RETURNS tsvector LANGUAGE SQL IMMUTABLE AS $$\n SELECT\n array_to_tsvector((\n SELECT \n array_agg(DISTINCT substring(lexeme FOR len)) \n FROM \n unnest(to_tsvector(config, text)), \n generate_series(1, length(lexeme)) len\n ))\n$$;\n\nCREATE INDEX institution_name_ngram_idx ON institution USING GIN (edge_ngram_tsvector(name));\nCREATE INDEX provider_institution_name_ngram_idx ON provider_institution USING GIN (edge_ngram_tsvector(name));\n" }, { "path": "prisma/migrations/20220606160203_add_finicity_username_to_user/migration.sql", "content": "/*\n Warnings:\n\n - A unique constraint covering the columns `[finicity_username]` on the table `user` will be added. If there are existing duplicate values, this will fail.\n\n*/\n-- AlterTable\nALTER TABLE \"user\" ADD COLUMN \"finicity_username\" TEXT;\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"user_finicity_username_key\" ON \"user\"(\"finicity_username\");\n\n-- Populate new field for users that already have a finicity_customer_id\nUPDATE \"user\" SET \"finicity_username\" = LPAD(\"user\".\"id\"::text, 6, '0') WHERE \"finicity_customer_id\" IS NOT NULL; " }, { "path": "prisma/migrations/20220607162542_add_crisp_session_token_to_user/migration.sql", "content": "-- AlterTable\nALTER TABLE \"user\" ADD COLUMN \"crisp_session_token\" TEXT NOT NULL DEFAULT gen_random_uuid();\n" }, { "path": "prisma/migrations/20220608171009_add_success_rate_and_oauth_to_provider_institutions/migration.sql", "content": "-- AlterTable\nALTER TABLE \"provider_institution\" ADD COLUMN \"oauth\" BOOLEAN NOT NULL DEFAULT false,\nADD COLUMN \"success_rate\" DECIMAL(65,30);\n" }, { "path": "prisma/migrations/20220608190342_add_unique_constraint_to_institution/migration.sql", "content": "/*\n Warnings:\n\n - A unique constraint covering the columns `[name,url]` on the table `institution` will be added. If there are existing duplicate values, this will fail.\n\n*/\n-- CreateIndex\nCREATE UNIQUE INDEX \"institution_name_url_key\" ON \"institution\"(\"name\", \"url\");\n" }, { "path": "prisma/migrations/20220608202739_add_success_rate_updated_to_provider_institution/migration.sql", "content": "-- AlterTable\nALTER TABLE \"provider_institution\" ADD COLUMN \"success_rate_updated\" TIMESTAMPTZ(6);\n" }, { "path": "prisma/migrations/20220609195136_remove_success_rate_from_provider_institution/migration.sql", "content": "/*\n Warnings:\n\n - You are about to drop the column `success_rate` on the `provider_institution` table. All the data in the column will be lost.\n - You are about to drop the column `success_rate_updated` on the `provider_institution` table. All the data in the column will be lost.\n\n*/\n-- AlterTable\nALTER TABLE \"provider_institution\" DROP COLUMN \"success_rate\",\nDROP COLUMN \"success_rate_updated\";\n" }, { "path": "prisma/migrations/20220622160129_add_finicity_error/migration.sql", "content": "-- AlterTable\nALTER TABLE \"account_connection\" ADD COLUMN \"finicity_error\" JSONB;\n" }, { "path": "prisma/migrations/20220623171212_remove_holding_unique_constraint/migration.sql", "content": "-- DropIndex\nDROP INDEX \"holding_account_id_security_id_key\";\n" }, { "path": "prisma/migrations/20220630005107_category_overrides/migration.sql", "content": "-- account\nALTER TABLE \"account\" RENAME COLUMN \"category\" TO \"category_provider\";\nALTER TABLE \"account\" ALTER COLUMN \"category_provider\" DROP NOT NULL;\nALTER TABLE \"account\" ADD COLUMN \"category_user\" \"AccountCategory\";\nALTER TABLE \"account\" ADD CONSTRAINT category_present CHECK (num_nonnulls(category_user, category_provider) > 0);\nALTER TABLE \"account\" ADD COLUMN \"category\" \"AccountCategory\" NOT NULL GENERATED ALWAYS AS (\n COALESCE(category_user, category_provider)\n) STORED;\n\nALTER TABLE \"account\" RENAME COLUMN \"subcategory\" TO \"subcategory_provider\";\nALTER TABLE \"account\" RENAME COLUMN \"subcategory_override\" TO \"subcategory_user\";\nALTER TABLE \"account\" ADD COLUMN \"subcategory\" TEXT NOT NULL GENERATED ALWAYS AS (\n COALESCE(\n subcategory_user,\n CASE \n WHEN \"type\" = 'plaid' THEN \"plaid_subtype\"\n WHEN \"type\" = 'property' THEN 'property'\n WHEN \"type\" = 'vehicle' THEN 'vehicle'\n\t\t ELSE 'other'\n\t END\n )\n) STORED;\n\n-- transaction\nALTER TABLE \"transaction\" RENAME COLUMN \"category\" TO \"category_provider\";\nALTER TABLE \"transaction\" ADD COLUMN \"category_user\" \"TransactionCategory\";\nALTER TABLE \"transaction\" ADD COLUMN \"category\" \"TransactionCategory\" GENERATED ALWAYS AS (\n COALESCE(category_user, category_provider)\n) STORED;\n" }, { "path": "prisma/migrations/20220701013813_merge_updates/migration.sql", "content": "-- DropIndex\nDROP INDEX \"transaction_category_idx\";\n\n-- AlterTable\nALTER TABLE \"account\" ALTER COLUMN \"category_provider\" DROP DEFAULT;\n\n-- CreateIndex\nCREATE INDEX \"transaction_category_idx\" ON \"transaction\"(\"category\");\n" }, { "path": "prisma/migrations/20220707195013_user_overrides/migration.sql", "content": "-- AlterTable\nALTER TABLE \"user\" ADD COLUMN \"monthly_debt_user\" DECIMAL(19,4),\nADD COLUMN \"monthly_expenses_user\" DECIMAL(19,4),\nADD COLUMN \"monthly_income_user\" DECIMAL(19,4);\n" }, { "path": "prisma/migrations/20220708191740_txn_excluded_flag/migration.sql", "content": "-- AlterTable\nALTER TABLE \"transaction\" ADD COLUMN \"excluded\" BOOLEAN NOT NULL DEFAULT false;\n" }, { "path": "prisma/migrations/20220713134742_add_provider_field/migration.sql", "content": "CREATE TYPE \"AccountProvider\" AS ENUM ('user', 'plaid', 'finicity');\n\nALTER TABLE \"account\" ADD COLUMN \"provider\" \"AccountProvider\";\n\nUPDATE \"account\" set \"provider\" = LOWER(\"valuation_source\"::text)::\"AccountProvider\";\n\nALTER TABLE \"account\"\n ALTER COLUMN \"provider\" SET NOT NULL,\n DROP COLUMN \"valuation_source\";\n \nDROP TYPE \"ValuationSource\";" }, { "path": "prisma/migrations/20220714180514_update_account_start_date_fn/migration.sql", "content": "CREATE OR REPLACE FUNCTION public.account_value_start_date(p_account_id integer) RETURNS date LANGUAGE sql STABLE AS $$\n SELECT\n LEAST(\n (SELECT MIN(date) FROM \"transaction\" where \"account_id\" = p_account_id),\n\t (SELECT MIN(date) FROM \"valuation\" where \"account_id\" = p_account_id),\n\t (SELECT MIN(date) FROM \"investment_transaction\" where \"account_id\" = p_account_id),\n\t now()\n )\n FROM\n account a\n WHERE\n a.id = p_account_id\n$$;\n\n\nCREATE OR REPLACE FUNCTION valuation_changed() RETURNS TRIGGER LANGUAGE plpgsql AS $$\n BEGIN\n UPDATE account AS a\n SET\n start_date = account_value_start_date(a.id),\n current_balance = (SELECT v.amount FROM valuation v WHERE v.account_id = a.id ORDER BY v.date DESC LIMIT 1)\n WHERE a.id = NEW.account_id OR a.id = OLD.account_id;\n RETURN NULL;\n END;\n$$;" }, { "path": "prisma/migrations/20220714180819_account_category_consolidation/migration.sql", "content": "BEGIN;\n\nALTER TABLE \"account\" RENAME COLUMN \"category\" TO \"category_old\";\nALTER TABLE \"account\" RENAME COLUMN \"category_provider\" TO \"category_provider_old\";\nALTER TABLE \"account\" RENAME COLUMN \"category_user\" TO \"category_user_old\";\nALTER TYPE \"AccountCategory\" RENAME TO \"AccountCategory_old\";\n\nCREATE TYPE \"AccountCategory\" AS ENUM ('cash', 'investment', 'crypto', 'property', 'vehicle', 'valuable', 'loan', 'credit', 'other');\nALTER TABLE \"account\" ADD COLUMN \"category_provider\" \"AccountCategory\";\nALTER TABLE \"account\" ADD COLUMN \"category_user\" \"AccountCategory\";\n\nUPDATE \"account\"\nSET \"category_provider\" = CASE \n WHEN \"category_provider_old\" = 'mortgage' THEN 'loan'\n ELSE \"category_provider_old\"::TEXT::\"AccountCategory\"\nEND;\n\nUPDATE \"account\"\nSET \"category_user\" = CASE \n WHEN \"category_user_old\" = 'mortgage' THEN 'loan'\n ELSE \"category_user_old\"::TEXT::\"AccountCategory\"\nEND;\n\nALTER TABLE \"account\" ADD COLUMN \"category\" \"AccountCategory\" NOT NULL GENERATED ALWAYS AS (\n COALESCE(category_user, category_provider, 'other')\n) STORED;\n\nALTER TABLE \"account\" DROP COLUMN \"category_old\";\nALTER TABLE \"account\" DROP COLUMN \"category_provider_old\";\nALTER TABLE \"account\" DROP COLUMN \"category_user_old\";\nDROP TYPE \"AccountCategory_old\";\n\nCOMMIT;" }, { "path": "prisma/migrations/20220714181018_update_account_type_model/migration.sql", "content": "BEGIN;\n\n-- Make the provider subcategory field optional rather than generated\nALTER TABLE \"account\" ADD COLUMN \"subcategory_provider_new\" TEXT;\nALTER TABLE \"account\" RENAME COLUMN \"subcategory_provider\" TO \"subcategory_provider_old\";\nUPDATE \"account\" SET \"subcategory_provider_new\" = \"subcategory_provider_old\";\nALTER TABLE \"account\" RENAME COLUMN \"subcategory_provider_new\" TO \"subcategory_provider\";\nALTER TABLE \"account\" DROP COLUMN \"subcategory_provider_old\";\n\nCREATE TYPE \"AccountType_new\" AS ENUM ('INVESTMENT', 'DEPOSITORY', 'CREDIT', 'LOAN', 'PROPERTY', 'VEHICLE', 'OTHER_ASSET', 'OTHER_LIABILITY');\nALTER TABLE \"account\" ADD COLUMN \"type_new\" \"AccountType_new\";\n\nUPDATE \"account\" \nSET \"type_new\" = CASE \n WHEN \"type\" IN ('vehicle', 'property') THEN UPPER(\"type\"::text)::\"AccountType_new\"\n\tWHEN \"valuation_method\" = 'TRANSACTION' AND \"classification\" = 'asset' THEN 'DEPOSITORY'\n\tWHEN \"valuation_method\" = 'INVESTMENT_TRANSACTION' THEN 'INVESTMENT'\n\tWHEN \"type\" = 'finicity' AND \"finicity_type\" = 'creditCard' THEN 'CREDIT'\n\tWHEN \"type\" = 'finicity' AND \"finicity_type\" <> 'creditCard' THEN 'LOAN'\n\tWHEN \"type\" = 'plaid' AND \"plaid_liability\" -> 'credit' IS NOT NULL THEN 'CREDIT'\n\tWHEN \"type\" = 'plaid' AND \"plaid_liability\" -> 'mortgage' IS NOT NULL THEN 'LOAN'\n\tWHEN \"type\" = 'plaid' AND \"plaid_liability\" -> 'student' IS NOT NULL THEN 'LOAN'\n\tWHEN \"type\" = 'plaid' AND \"plaid_type\" = 'credit' THEN 'CREDIT'\n\tWHEN \"type\" = 'plaid' AND \"plaid_type\" = 'loan' THEN 'LOAN'\n WHEN \"type\" = 'other' AND \"category\" = 'loan' THEN 'LOAN'\n\tWHEN \"type\" = 'other' AND \"category\" = 'credit' THEN 'CREDIT'\n\tWHEN \"type\" = 'other' AND \"classification\" = 'asset' THEN 'OTHER_ASSET'\n\tWHEN \"type\" = 'other' AND \"classification\" = 'liability' THEN 'OTHER_LIABILITY'\nEND;\n\nALTER TABLE \"account\" ALTER COLUMN \"type_new\" SET NOT NULL;\nALTER TABLE \"account\" DROP COLUMN \"valuation_method\";\nALTER TABLE \"account\" DROP COLUMN \"valuation_type\";\nDROP TYPE \"ValuationMethod\";\nDROP TYPE \"ValuationType\";\n\n-- Recreate subcategory\nALTER TABLE \"account\" ADD COLUMN \"subcategory_new\" TEXT NOT NULL GENERATED ALWAYS AS (\n COALESCE(subcategory_user, subcategory_provider, 'other')\n) STORED;\nALTER TABLE \"account\" RENAME COLUMN \"subcategory\" TO \"subcategory_old\";\nALTER TABLE \"account\" RENAME COLUMN \"subcategory_new\" TO \"subcategory\";\nALTER TABLE \"account\" DROP COLUMN \"subcategory_old\";\n\n-- Restore type\nALTER TABLE \"account\" RENAME COLUMN \"type\" TO \"type_old\";\nALTER TABLE \"account\" RENAME COLUMN \"type_new\" TO \"type\";\nALTER TABLE \"account\" DROP COLUMN \"type_old\";\nALTER TYPE \"AccountType\" RENAME TO \"AccountType_old\";\nALTER TYPE \"AccountType_new\" RENAME TO \"AccountType\";\nDROP TYPE \"AccountType_old\";\n\n-- Make our classification column auto-generated\nALTER TABLE \"account\"\nADD COLUMN \"classification_new\" \"AccountClassification\" GENERATED ALWAYS AS (\n CASE\n WHEN \"type\" IN ('INVESTMENT', 'DEPOSITORY', 'PROPERTY', 'VEHICLE', 'OTHER_ASSET') THEN 'asset'::\"AccountClassification\"\n WHEN \"type\" IN ('CREDIT', 'LOAN', 'OTHER_LIABILITY') THEN 'liability'::\"AccountClassification\"\n END\n) STORED;\n\nALTER TABLE \"account\" RENAME COLUMN \"classification\" TO \"classification_old\";\nALTER TABLE \"account\" RENAME COLUMN \"classification_new\" TO \"classification\";\nALTER TABLE \"account\" ALTER COLUMN \"classification\" SET NOT NULL;\nALTER TABLE \"account\" DROP COLUMN \"classification_old\";\n\nCOMMIT;" }, { "path": "prisma/migrations/20220715191415_add_liability_fields/migration.sql", "content": "-- AlterTable\nALTER TABLE \"account\" ADD COLUMN \"credit_provider\" JSONB,\nADD COLUMN \"credit_user\" JSONB,\nADD COLUMN \"loan_provider\" JSONB,\nADD COLUMN \"loan_user\" JSONB;\n" }, { "path": "prisma/migrations/20220719200317_plaid_txn_category/migration.sql", "content": "-- AlterTable\nALTER TABLE \"transaction\" ADD COLUMN \"plaid_category_id\" TEXT,\nADD COLUMN \"plaid_personal_finance_category\" JSONB;\n" }, { "path": "prisma/migrations/20220720191551_generated_loan_credit_fields/migration.sql", "content": "ALTER TABLE \"account\" \nADD COLUMN \"credit\" JSONB \nGENERATED ALWAYS AS (\n COALESCE(credit_provider, '{}'::JSONB) || COALESCE(credit_user, '{}'::JSONB)\n) STORED;\n\nALTER TABLE \"account\" \nADD COLUMN \"loan\" JSONB \nGENERATED ALWAYS AS (\n COALESCE(loan_provider, '{}'::JSONB) || COALESCE(loan_user, '{}'::JSONB)\n) STORED;\n\nALTER TABLE \"account\"\nALTER COLUMN \"credit\" SET NOT NULL,\nALTER COLUMN \"loan\" SET NOT NULL;" }, { "path": "prisma/migrations/20220725143246_map_credit_loan_data/migration.sql", "content": "-- update plaid mortgage accounts\nUPDATE \"account\"\nSET\n \"loan_provider\" = json_build_object(\n 'originationDate', plaid_liability->'mortgage'->>'origination_date',\n 'originationPrincipal', plaid_liability->'mortgage'->'origination_principal_amount',\n 'maturityDate', plaid_liability->'mortgage'->>'maturity_date',\n 'interestRate', (\n CASE plaid_liability->'mortgage'->'interest_rate'->>'type'\n WHEN 'fixed' THEN json_build_object(\n 'type', 'fixed',\n 'rate', plaid_liability->'mortgage'->'interest_rate'->'percentage'\n )\n ELSE json_build_object(\n 'type', 'variable'\n )\n END\n ),\n 'loanDetail', json_build_object(\n 'type', 'mortgage'\n )\n )\nWHERE\n \"loan_provider\" IS NULL AND \"plaid_liability\"->>'mortgage' IS NOT NULL;\n\n-- update plaid student loan accounts\nUPDATE \"account\"\nSET\n \"loan_provider\" = json_build_object(\n 'originationDate', plaid_liability->'student'->>'origination_date',\n 'originationPrincipal', plaid_liability->'student'->'origination_principal_amount',\n 'maturityDate', plaid_liability->'student'->>'maturity_date',\n 'interestRate', json_build_object(\n 'type', 'fixed',\n 'rate', plaid_liability->'student'->'interest_rate_percentage'\n ),\n 'loanDetail', json_build_object(\n 'type', 'student'\n )\n )\nWHERE\n \"loan_provider\" IS NULL AND \"plaid_liability\"->>'student' IS NOT NULL;\n\n-- update plaid credit accounts\nUPDATE \"account\"\nSET\n \"credit_provider\" = json_build_object(\n 'isOverdue', plaid_liability->'credit'->>'is_overdue',\n 'lastPaymentAmount', plaid_liability->'credit'->'last_payment_amount',\n 'lastPaymentDate', plaid_liability->'credit'->>'last_payment_date',\n 'lastStatementAmount', plaid_liability->'credit'->'last_statement_balance',\n 'lastStatementDate', plaid_liability->'credit'->>'last_statement_issue_date',\n 'minimumPayment', plaid_liability->'credit'->'minimum_payment_amount'\n )\nWHERE\n \"credit_provider\" IS NULL AND \"plaid_liability\"->>'credit' IS NOT NULL;\n" }, { "path": "prisma/migrations/20220726003918_reset_loan_account_balances/migration.sql", "content": "-- remove stale account balance records now that new calculation is in place\nDELETE FROM account_balance\nWHERE account_id IN (SELECT id FROM account WHERE type = 'LOAN' AND (loan_provider IS NOT NULL OR loan_user IS NOT NULL));\n\n-- remove stale valuations for accounts that have proper loan data\nDELETE FROM valuation\nWHERE account_id IN (SELECT id FROM account WHERE type = 'LOAN' AND (loan_provider IS NOT NULL OR loan_user IS NOT NULL));\n\n-- update function to use loan origination date\nCREATE OR REPLACE FUNCTION public.account_value_start_date(p_account_id integer) RETURNS date LANGUAGE sql STABLE AS $$\n SELECT\n LEAST(\n (a.loan->>'originationDate')::date, \n (SELECT MIN(date) FROM \"transaction\" where \"account_id\" = a.id),\n\t (SELECT MIN(date) FROM \"valuation\" where \"account_id\" = a.id),\n\t (SELECT MIN(date) FROM \"investment_transaction\" where \"account_id\" = a.id),\n\t now()\n )\n FROM\n account a\n WHERE\n a.id = p_account_id\n$$;" }, { "path": "prisma/migrations/20220727145316_loan_credit_json_nullable/migration.sql", "content": "-- AlterTable\nALTER TABLE \"account\" DROP COLUMN \"credit\", DROP COLUMN \"loan\";\n\nALTER TABLE \"account\"\nADD COLUMN \"credit\" JSONB\nGENERATED ALWAYS AS (\n CASE WHEN num_nonnulls(credit_provider, credit_user) = 0 THEN NULL ELSE COALESCE(credit_provider, '{}'::JSONB) || COALESCE(credit_user, '{}'::JSONB) END\n) STORED;\n\nALTER TABLE \"account\"\nADD COLUMN \"loan\" JSONB\nGENERATED ALWAYS AS (\n CASE WHEN num_nonnulls(loan_provider, loan_user) = 0 THEN NULL ELSE COALESCE(loan_provider, '{}'::JSONB) || COALESCE(loan_user, '{}'::JSONB) END\n) STORED;\n" }, { "path": "prisma/migrations/20220727202956_loan_account_start_date/migration.sql", "content": "UPDATE account\nSET\n start_date = COALESCE((loan->>'originationDate')::date, start_date)\nWHERE\n type = 'LOAN' AND loan IS NOT NULL;\n" }, { "path": "prisma/migrations/20220729012630_security_fields/migration.sql", "content": "-- AlterTable\nALTER TABLE \"security\" ADD COLUMN \"finicity_asset_class\" TEXT,\nADD COLUMN \"finicity_fi_asset_class\" TEXT,\nADD COLUMN \"finicity_type\" TEXT,\nADD COLUMN \"plaid_is_cash_equivalent\" BOOLEAN;\n" }, { "path": "prisma/migrations/20220729202323_txn_updates/migration.sql", "content": "-- rename type -> flow\nALTER TYPE \"TransactionType\" RENAME TO \"TransactionFlow\";\n\nALTER TABLE \"transaction\" DROP COLUMN \"type\";\nALTER TABLE \"transaction\" ADD COLUMN \"flow\" \"TransactionFlow\" NOT NULL GENERATED ALWAYS AS (CASE WHEN amount < 0 THEN 'INFLOW'::\"TransactionFlow\" ELSE 'OUTFLOW'::\"TransactionFlow\" END) STORED;\n\nALTER TABLE \"investment_transaction\" DROP COLUMN \"type\";\nALTER TABLE \"investment_transaction\" ADD COLUMN \"flow\" \"TransactionFlow\" NOT NULL GENERATED ALWAYS AS (CASE WHEN amount < 0 THEN 'INFLOW'::\"TransactionFlow\" ELSE 'OUTFLOW'::\"TransactionFlow\" END) STORED;\n\n-- create type enum (this is only used in queries for the time being)\nCREATE TYPE \"TransactionType\" AS ENUM ('INCOME', 'EXPENSE', 'PAYMENT', 'TRANSFER');\n\n-- add defaults for currency_code\nALTER TABLE \"account\" ALTER COLUMN \"currency_code\" SET DEFAULT E'USD';\nALTER TABLE \"transaction\" ALTER COLUMN \"currency_code\" SET DEFAULT E'USD';\n" }, { "path": "prisma/migrations/20220804180126_holdings_view/migration.sql", "content": "-- update cost basis columns\nALTER TABLE \"holding\" RENAME COLUMN \"cost_basis\" TO \"cost_basis_provider\";\nALTER TABLE \"holding\" ADD COLUMN \"cost_basis_user\" DECIMAL(23,8);\nALTER TABLE \"holding\" ADD COLUMN \"cost_basis\" DECIMAL(23,8) GENERATED ALWAYS AS (\n COALESCE(cost_basis_user, cost_basis_provider)\n) STORED;\n\n-- create holdings view\nCREATE OR REPLACE VIEW holdings_enriched AS (\n SELECT\n h.id,\n h.account_id,\n h.security_id,\n h.quantity,\n COALESCE(pricing_latest.price_close * h.quantity * COALESCE(s.shares_per_contract, 1), h.value) AS \"value\",\n COALESCE(h.cost_basis, tcb.cost_basis * h.quantity) AS \"cost_basis\",\n COALESCE(h.cost_basis / h.quantity / COALESCE(s.shares_per_contract, 1), tcb.cost_basis) AS \"cost_basis_per_share\",\n pricing_latest.price_close AS \"price\",\n pricing_prev.price_close AS \"price_prev\"\n FROM\n holding h\n INNER JOIN security s ON s.id = h.security_id\n -- latest security pricing\n LEFT JOIN LATERAL (\n SELECT\n price_close\n FROM\n security_pricing\n WHERE\n security_id = h.security_id\n ORDER BY\n date DESC\n LIMIT 1\n ) pricing_latest ON true\n -- previous security pricing (for computing daily ∆)\n LEFT JOIN LATERAL (\n SELECT\n price_close\n FROM\n security_pricing\n WHERE\n security_id = h.security_id\n ORDER BY\n date DESC\n LIMIT 1\n OFFSET 1\n ) pricing_prev ON true\n -- calculate cost basis from transactions\n LEFT JOIN (\n SELECT\n it.account_id,\n it.security_id,\n SUM(it.quantity * it.price) / SUM(it.quantity) AS cost_basis\n FROM\n investment_transaction it\n WHERE\n (it.plaid_type = 'buy' OR it.finicity_investment_transaction_type = 'purchased')\n AND it.quantity > 0\n GROUP BY\n it.account_id,\n it.security_id\n ) tcb ON tcb.account_id = h.account_id AND tcb.security_id = s.id\n);" }, { "path": "prisma/migrations/20220804191558_add_excluded_to_holding/migration.sql", "content": "-- AlterTable\nALTER TABLE \"holding\" ADD COLUMN \"excluded\" BOOLEAN NOT NULL DEFAULT false;\n" }, { "path": "prisma/migrations/20220808171116_investment_txn_fees/migration.sql", "content": "-- AlterTable\nALTER TABLE \"investment_transaction\" ADD COLUMN \"fees\" DECIMAL(19,4);\n" }, { "path": "prisma/migrations/20220808174032_update_holdings_view/migration.sql", "content": "-- create holdings view\nCREATE OR REPLACE VIEW holdings_enriched AS (\n SELECT\n h.id,\n h.account_id,\n h.security_id,\n h.quantity,\n COALESCE(pricing_latest.price_close * h.quantity * COALESCE(s.shares_per_contract, 1), h.value) AS \"value\",\n COALESCE(h.cost_basis, tcb.cost_basis * h.quantity) AS \"cost_basis\",\n COALESCE(h.cost_basis / h.quantity / COALESCE(s.shares_per_contract, 1), tcb.cost_basis) AS \"cost_basis_per_share\",\n pricing_latest.price_close AS \"price\",\n pricing_prev.price_close AS \"price_prev\",\n h.excluded\n FROM\n holding h\n INNER JOIN security s ON s.id = h.security_id\n -- latest security pricing\n LEFT JOIN LATERAL (\n SELECT\n price_close\n FROM\n security_pricing\n WHERE\n security_id = h.security_id\n ORDER BY\n date DESC\n LIMIT 1\n ) pricing_latest ON true\n -- previous security pricing (for computing daily ∆)\n LEFT JOIN LATERAL (\n SELECT\n price_close\n FROM\n security_pricing\n WHERE\n security_id = h.security_id\n ORDER BY\n date DESC\n LIMIT 1\n OFFSET 1\n ) pricing_prev ON true\n -- calculate cost basis from transactions\n LEFT JOIN (\n SELECT\n it.account_id,\n it.security_id,\n SUM(it.quantity * it.price) / SUM(it.quantity) AS cost_basis\n FROM\n investment_transaction it\n WHERE\n (it.plaid_type = 'buy' OR it.finicity_investment_transaction_type = 'purchased')\n AND it.quantity > 0\n GROUP BY\n it.account_id,\n it.security_id\n ) tcb ON tcb.account_id = h.account_id AND tcb.security_id = s.id\n);" }, { "path": "prisma/migrations/20220810190306_transaction_category_update/migration.sql", "content": "BEGIN;\n\nDROP INDEX \"transaction_category_idx\";\n\nALTER TABLE \"transaction\" \nDROP COLUMN \"category\",\nDROP COLUMN \"category_provider\",\nDROP COLUMN \"category_user\",\nADD COLUMN \"category_user\" TEXT,\nADD COLUMN \"category\" TEXT NOT NULL GENERATED ALWAYS AS (\n COALESCE(\n category_user,\n CASE\n WHEN plaid_personal_finance_category->>'primary' = 'INCOME' THEN 'Income'\n WHEN plaid_personal_finance_category->>'detailed' IN ('LOAN_PAYMENTS_MORTGAGE_PAYMENT', 'RENT_AND_UTILITIES_RENT') THEN 'Housing Payments'\n WHEN plaid_personal_finance_category->>'detailed' = 'LOAN_PAYMENTS_CAR_PAYMENT' THEN 'Vehicle Payments'\n WHEN plaid_personal_finance_category->>'primary' = 'LOAN_PAYMENTS' THEN 'Other Payments'\n WHEN plaid_personal_finance_category->>'primary' = 'HOME_IMPROVEMENT' THEN 'Home Improvement' \n WHEN plaid_personal_finance_category->>'primary' = 'GENERAL_MERCHANDISE' THEN 'Shopping'\n WHEN \n (plaid_personal_finance_category->>'primary' = 'RENT_AND_UTILITIES' AND \n plaid_personal_finance_category->>'detailed' <> 'RENT_AND_UTILITIES_RENT') THEN 'Utilities'\n WHEN plaid_personal_finance_category->>'primary' IN ('FOOD_AND_DRINK') THEN 'Food and Drink'\n WHEN plaid_personal_finance_category->>'primary' = 'TRANSPORTATION' THEN 'Transportation'\n WHEN plaid_personal_finance_category->>'primary' IN ('TRAVEL') THEN 'Travel'\n WHEN (plaid_personal_finance_category->>'primary' IN ('PERSONAL_CARE', 'MEDICAL') AND \n plaid_personal_finance_category->>'detailed' <> 'MEDICAL_VETERINARY_SERVICES') THEN 'Health'\n WHEN finicity_categorization->>'category' IN ('Income', 'Paycheck') THEN 'Income'\n WHEN finicity_categorization->>'category' = 'Mortgage & Rent' THEN 'Housing Payments'\n WHEN finicity_categorization->>'category' IN ('Furnishings', 'Home Services', 'Home Improvement', 'Lawn and Garden') THEN 'Home Improvement'\n WHEN finicity_categorization->>'category' IN ('Streaming Services', 'Home Phone', 'Television', 'Bills & Utilities', 'Utilities', 'Internet / Broadband Charges', 'Mobile Phone') THEN 'Utilities'\n WHEN finicity_categorization->>'category' IN ('Fast Food', 'Food & Dining', 'Restaurants', 'Coffee Shops', 'Alcohol & Bars', 'Groceries') THEN 'Food and Drink'\n WHEN finicity_categorization->>'category' IN ('Auto & Transport', 'Gas & Fuel', 'Auto Insurance') THEN 'Transportation'\n WHEN finicity_categorization->>'category' IN ('Hotel', 'Travel', 'Rental Car & Taxi') THEN 'Travel'\n WHEN finicity_categorization->>'category' IN ('Health Insurance', 'Doctor', 'Pharmacy', 'Eyecare', 'Health & Fitness', 'Personal Care') THEN 'Health'\n ELSE 'Other'\n END\n )\n) STORED;\n\n-- DropEnum\nDROP TYPE \"TransactionCategory\";\n\nCOMMIT;\n" }, { "path": "prisma/migrations/20220817180833_dietz/migration.sql", "content": "CREATE OR REPLACE FUNCTION calculate_return_dietz(p_account_id account.id%type, p_start date, p_end date, out percentage numeric, out amount numeric) AS $$\n DECLARE\n v_start date := GREATEST(p_start, (SELECT MIN(date) FROM account_balance WHERE account_id = p_account_id));\n v_end date := p_end;\n v_days int := v_end - v_start;\n BEGIN\n SELECT\n ROUND((b1.balance - b0.balance - flows.net) / (b0.balance + flows.weighted), 4) AS \"percentage\",\n b1.balance - b0.balance - flows.net AS \"amount\"\n INTO\n percentage, amount\n FROM\n account a\n LEFT JOIN LATERAL (\n SELECT\n COALESCE(SUM(-fw.flow), 0) AS \"net\",\n COALESCE(SUM(-fw.flow * fw.weight), 0) AS \"weighted\"\n FROM (\n SELECT\n SUM(it.amount) AS flow,\n (v_days - (it.date - v_start))::numeric / v_days AS weight\n FROM\n investment_transaction it\n WHERE\n it.account_id = a.id\n AND it.date BETWEEN v_start AND v_end\n -- filter for investment_transactions that represent external flows\n AND (\n (it.plaid_type = 'cash' AND it.plaid_subtype IN ('contribution', 'deposit', 'withdrawal'))\n OR (it.plaid_type = 'transfer' AND it.plaid_subtype IN ('transfer', 'send', 'request'))\n OR (it.plaid_type = 'buy' AND it.plaid_subtype IN ('contribution'))\n OR (it.finicity_transaction_id IS NOT NULL AND it.finicity_investment_transaction_type IN ('contribution', 'deposit', 'transfer'))\n )\n GROUP BY\n it.date\n ) fw\n ) flows ON TRUE\n LEFT JOIN LATERAL (\n SELECT\n ab.balance AS \"balance\"\n FROM\n account_balance ab\n WHERE\n ab.account_id = a.id AND ab.date <= v_start\n ORDER BY\n ab.date DESC\n LIMIT 1\n ) b0 ON TRUE\n LEFT JOIN LATERAL (\n SELECT\n COALESCE(ab.balance, a.current_balance) AS \"balance\"\n FROM\n account_balance ab\n WHERE\n ab.account_id = a.id AND ab.date <= v_end\n ORDER BY\n ab.date DESC\n LIMIT 1\n ) b1 ON TRUE\n WHERE\n a.id = p_account_id;\n END;\n$$ LANGUAGE plpgsql STABLE;\n" }, { "path": "prisma/migrations/20220819151658_add_investment_transaction_category/migration.sql", "content": "-- CreateEnum\nCREATE TYPE \"InvestmentTransactionCategory\" AS ENUM ('buy', 'sell', 'dividend', 'transfer', 'tax', 'fee', 'cancel', 'other');\n\n-- AlterTable\nALTER TABLE \"investment_transaction\" ADD COLUMN \"category\" \"InvestmentTransactionCategory\" NOT NULL GENERATED ALWAYS AS (\n CASE\n WHEN \"plaid_type\" = 'buy' THEN 'buy'::\"InvestmentTransactionCategory\"\n WHEN \"plaid_type\" = 'sell' THEN 'sell'::\"InvestmentTransactionCategory\"\n WHEN \"plaid_subtype\" IN ('dividend', 'qualified dividend', 'non-qualified dividend') THEN 'dividend'::\"InvestmentTransactionCategory\"\n WHEN \"plaid_subtype\" IN ('non-resident tax', 'tax', 'tax withheld') THEN 'tax'::\"InvestmentTransactionCategory\"\n WHEN \"plaid_type\" = 'fee' OR \"plaid_subtype\" IN ('account fee', 'legal fee', 'management fee', 'margin expense', 'transfer fee', 'trust fee') THEN 'fee'::\"InvestmentTransactionCategory\"\n WHEN \"plaid_type\" = 'cash' THEN 'transfer'::\"InvestmentTransactionCategory\"\n WHEN \"plaid_type\" = 'cancel' THEN 'cancel'::\"InvestmentTransactionCategory\"\n\n WHEN \"finicity_investment_transaction_type\" IN ('purchased', 'purchaseToClose', 'purchaseToCover', 'dividendReinvest', 'reinvestOfIncome') THEN 'buy'::\"InvestmentTransactionCategory\"\n WHEN \"finicity_investment_transaction_type\" IN ('sold', 'soldToClose', 'soldToOpen') THEN 'sell'::\"InvestmentTransactionCategory\"\n WHEN \"finicity_investment_transaction_type\" = 'dividend' THEN 'dividend'::\"InvestmentTransactionCategory\"\n WHEN \"finicity_investment_transaction_type\" = 'tax' THEN 'tax'::\"InvestmentTransactionCategory\"\n WHEN \"finicity_investment_transaction_type\" = 'fee' THEN 'fee'::\"InvestmentTransactionCategory\"\n WHEN \"finicity_investment_transaction_type\" IN ('transfer', 'contribution', 'deposit', 'income', 'interest') THEN 'transfer'::\"InvestmentTransactionCategory\"\n WHEN \"finicity_investment_transaction_type\" = 'cancel' THEN 'cancel'::\"InvestmentTransactionCategory\"\n\n ELSE 'other'::\"InvestmentTransactionCategory\"\n END\n) STORED;\n" }, { "path": "prisma/migrations/20220915200544_add_plans/migration.sql", "content": "-- CreateTable\nCREATE TABLE \"plan\" (\n \"id\" SERIAL NOT NULL,\n \"created_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"user_id\" INTEGER NOT NULL,\n \"name\" TEXT NOT NULL,\n \"date_of_birth\" DATE NOT NULL,\n \"life_expectancy\" INTEGER NOT NULL DEFAULT 85,\n \"events\" JSONB NOT NULL DEFAULT '[]',\n \"milestones\" JSONB NOT NULL DEFAULT '[]',\n\n CONSTRAINT \"plan_pkey\" PRIMARY KEY (\"id\")\n);\n\n-- AddForeignKey\nALTER TABLE \"plan\" ADD CONSTRAINT \"plan_user_id_fkey\" FOREIGN KEY (\"user_id\") REFERENCES \"user\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n" }, { "path": "prisma/migrations/20220919203059_make_dob_optional/migration.sql", "content": "ALTER TABLE \"plan\" ALTER COLUMN \"date_of_birth\" DROP NOT NULL;\n" }, { "path": "prisma/migrations/20220929161359_remove_crisp_session_token/migration.sql", "content": "/*\n Warnings:\n\n - You are about to drop the column `crisp_session_token` on the `user` table. All the data in the column will be lost.\n\n*/\n-- AlterTable\nALTER TABLE \"user\" DROP COLUMN \"crisp_session_token\";" }, { "path": "prisma/migrations/20221004193621_security_brokerage_cash_flag/migration.sql", "content": "ALTER TABLE \"security\" ADD COLUMN \"is_brokerage_cash\" BOOLEAN NOT NULL DEFAULT false;\n" }, { "path": "prisma/migrations/20221007143103_dietz_div0_fix/migration.sql", "content": "CREATE OR REPLACE FUNCTION calculate_return_dietz(p_account_id account.id%type, p_start date, p_end date, out percentage numeric, out amount numeric) AS $$\n DECLARE\n v_start date := GREATEST(p_start, (SELECT MIN(date) FROM account_balance WHERE account_id = p_account_id));\n v_end date := p_end;\n v_days int := v_end - v_start;\n BEGIN\n SELECT\n ROUND((b1.balance - b0.balance - flows.net) / NULLIF(b0.balance + flows.weighted, 0), 4) AS \"percentage\",\n b1.balance - b0.balance - flows.net AS \"amount\"\n INTO\n percentage, amount\n FROM\n account a\n LEFT JOIN LATERAL (\n SELECT\n COALESCE(SUM(-fw.flow), 0) AS \"net\",\n COALESCE(SUM(-fw.flow * fw.weight), 0) AS \"weighted\"\n FROM (\n SELECT\n SUM(it.amount) AS flow,\n (v_days - (it.date - v_start))::numeric / v_days AS weight\n FROM\n investment_transaction it\n WHERE\n it.account_id = a.id\n AND it.date BETWEEN v_start AND v_end\n -- filter for investment_transactions that represent external flows\n AND (\n (it.plaid_type = 'cash' AND it.plaid_subtype IN ('contribution', 'deposit', 'withdrawal'))\n OR (it.plaid_type = 'transfer' AND it.plaid_subtype IN ('transfer', 'send', 'request'))\n OR (it.plaid_type = 'buy' AND it.plaid_subtype IN ('contribution'))\n OR (it.finicity_transaction_id IS NOT NULL AND it.finicity_investment_transaction_type IN ('contribution', 'deposit', 'transfer'))\n )\n GROUP BY\n it.date\n ) fw\n ) flows ON TRUE\n LEFT JOIN LATERAL (\n SELECT\n ab.balance AS \"balance\"\n FROM\n account_balance ab\n WHERE\n ab.account_id = a.id AND ab.date <= v_start\n ORDER BY\n ab.date DESC\n LIMIT 1\n ) b0 ON TRUE\n LEFT JOIN LATERAL (\n SELECT\n COALESCE(ab.balance, a.current_balance) AS \"balance\"\n FROM\n account_balance ab\n WHERE\n ab.account_id = a.id AND ab.date <= v_end\n ORDER BY\n ab.date DESC\n LIMIT 1\n ) b1 ON TRUE\n WHERE\n a.id = p_account_id;\n END;\n$$ LANGUAGE plpgsql STABLE;\n\n" }, { "path": "prisma/migrations/20221017145454_plan_events_milestones/migration.sql", "content": "/*\n Warnings:\n\n - You are about to drop the column `events` on the `plan` table. All the data in the column will be lost.\n - You are about to drop the column `milestones` on the `plan` table. All the data in the column will be lost.\n\n*/\n-- CreateEnum\nCREATE TYPE \"PlanEventFrequency\" AS ENUM ('monthly', 'yearly');\n\n-- CreateEnum\nCREATE TYPE \"PlanMilestoneType\" AS ENUM ('year', 'net_worth');\n\n-- CreateTable\nCREATE TABLE \"plan_event\" (\n \"id\" SERIAL NOT NULL,\n \"created_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"plan_id\" INTEGER NOT NULL,\n \"name\" TEXT NOT NULL,\n \"start_year\" INTEGER CHECK (\"start_year\" > 0),\n \"start_milestone_id\" INTEGER,\n \"end_year\" INTEGER CHECK (\"end_year\" > 0),\n \"end_milestone_id\" INTEGER,\n \"frequency\" \"PlanEventFrequency\" NOT NULL DEFAULT 'yearly',\n \"initial_value\" DECIMAL(19,4),\n \"initial_value_ref\" TEXT,\n \"rate\" DECIMAL(6,4) NOT NULL DEFAULT 0,\n\n CONSTRAINT \"plan_event_pkey\" PRIMARY KEY (\"id\"),\n\n CONSTRAINT \"start_check\" CHECK (num_nonnulls(\"start_year\", \"start_milestone_id\") <= 1),\n CONSTRAINT \"end_check\" CHECK (num_nonnulls(\"end_year\", \"end_milestone_id\") <= 1),\n CONSTRAINT \"initial_value_check\" CHECK (num_nonnulls(\"initial_value\", \"initial_value_ref\") = 1)\n);\n\n-- CreateTable\nCREATE TABLE \"plan_milestone\" (\n \"id\" SERIAL NOT NULL,\n \"created_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"plan_id\" INTEGER NOT NULL,\n \"name\" TEXT NOT NULL,\n \"type\" \"PlanMilestoneType\" NOT NULL,\n \"year\" INTEGER CHECK (\"year\" > 0),\n \"expense_multiple\" DOUBLE PRECISION CHECK (\"expense_multiple\" >= 0),\n \"expense_years\" INTEGER CHECK (\"expense_years\" >= 0),\n\n CONSTRAINT \"plan_milestone_pkey\" PRIMARY KEY (\"id\"),\n\n -- constraints for validating discriminated union\n CONSTRAINT \"type_year_check\" CHECK (\"type\" <> 'year' OR (\"year\" IS NOT NULL)),\n CONSTRAINT \"type_net_worth_check\" CHECK (\"type\" <> 'net_worth' OR (\"expense_multiple\" IS NOT NULL AND \"expense_years\" IS NOT NULL))\n);\n\n-- AddForeignKey\nALTER TABLE \"plan_event\" ADD CONSTRAINT \"plan_event_plan_id_fkey\" FOREIGN KEY (\"plan_id\") REFERENCES \"plan\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\n-- AddForeignKey\nALTER TABLE \"plan_event\" ADD CONSTRAINT \"plan_event_start_milestone_id_fkey\" FOREIGN KEY (\"start_milestone_id\") REFERENCES \"plan_milestone\"(\"id\") ON DELETE RESTRICT ON UPDATE CASCADE;\n\n-- AddForeignKey\nALTER TABLE \"plan_event\" ADD CONSTRAINT \"plan_event_end_milestone_id_fkey\" FOREIGN KEY (\"end_milestone_id\") REFERENCES \"plan_milestone\"(\"id\") ON DELETE RESTRICT ON UPDATE CASCADE;\n\n-- AddForeignKey\nALTER TABLE \"plan_milestone\" ADD CONSTRAINT \"plan_milestone_plan_id_fkey\" FOREIGN KEY (\"plan_id\") REFERENCES \"plan\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\n-- migrate milestones\nINSERT INTO plan_milestone (plan_id, name, type, year, expense_multiple, expense_years)\nSELECT\n p.id,\n m.name,\n m.type::\"PlanMilestoneType\",\n m.year,\n m.expense_multiple,\n m.expense_years\nFROM\n plan p,\n jsonb_to_recordset(p.milestones) AS m(\"name\" text, \"type\" text, \"year\" int, \"expense_multiple\" float, \"expense_years\" int);\n\n-- migrate plans\nINSERT INTO plan_event (plan_id, name, start_year, end_year, frequency, initial_value, initial_value_ref, rate)\nSELECT\n p.id,\n e.name,\n e.start,\n e.end,\n e.frequency::\"PlanEventFrequency\",\n CASE WHEN v.initial_value IN ('income', 'expenses') THEN NULL ELSE v.initial_value::decimal END AS \"initial_value\",\n CASE WHEN v.initial_value IN ('income', 'expenses') THEN v.initial_value ELSE NULL END AS \"initial_value_ref\",\n v.rate\nFROM\n plan p,\n jsonb_to_recordset(p.events) AS e(\"name\" text, \"start\" int, \"end\" int, \"frequency\" text, \"value\" jsonb)\n LEFT JOIN LATERAL (\n SELECT \n COALESCE(e.value->>'initialValue', e.value->>'value') AS \"initial_value\",\n COALESCE((e.value->>'rate')::decimal, 0) AS \"rate\"\n ) v ON true;\n\n-- drop plan/milestone json columns\nALTER TABLE \"plan\" DROP COLUMN \"events\", DROP COLUMN \"milestones\";" }, { "path": "prisma/migrations/20221021162836_remove_dob_from_plan/migration.sql", "content": "/*\n Warnings:\n\n - You are about to drop the column `date_of_birth` on the `plan` table. All the data in the column will be lost.\n\n*/\n\n-- AlterTable\nALTER TABLE \"plan\" DROP COLUMN \"date_of_birth\";" }, { "path": "prisma/migrations/20221024203133_plan_event_milestone_category/migration.sql", "content": "-- AlterTable\nALTER TABLE \"plan_event\" ADD COLUMN \"category\" TEXT;\n\n-- AlterTable\nALTER TABLE \"plan_milestone\" ADD COLUMN \"category\" TEXT NOT NULL DEFAULT 'retirement';\n" }, { "path": "prisma/migrations/20221027180912_cascade_plan_milestone_deletion/migration.sql", "content": "-- DropForeignKey\nALTER TABLE \"plan_event\" DROP CONSTRAINT \"plan_event_end_milestone_id_fkey\";\n\n-- DropForeignKey\nALTER TABLE \"plan_event\" DROP CONSTRAINT \"plan_event_start_milestone_id_fkey\";\n\n-- AddForeignKey\nALTER TABLE \"plan_event\" ADD CONSTRAINT \"plan_event_start_milestone_id_fkey\" FOREIGN KEY (\"start_milestone_id\") REFERENCES \"plan_milestone\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\n-- AddForeignKey\nALTER TABLE \"plan_event\" ADD CONSTRAINT \"plan_event_end_milestone_id_fkey\" FOREIGN KEY (\"end_milestone_id\") REFERENCES \"plan_milestone\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n" }, { "path": "prisma/migrations/20221109192536_add_stripe_fields/migration.sql", "content": "-- AlterTable\nALTER TABLE \"user\" ADD COLUMN \"stripe_cancel_at\" TIMESTAMPTZ(6),\nADD COLUMN \"stripe_current_period_end\" TIMESTAMPTZ(6),\nADD COLUMN \"stripe_customer_id\" TEXT,\nADD COLUMN \"stripe_price_id\" TEXT,\nADD COLUMN \"stripe_subscription_id\" TEXT,\nADD COLUMN \"stripe_trial_end\" TIMESTAMPTZ(6);\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"user_stripe_customer_id_key\" ON \"user\"(\"stripe_customer_id\");\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"user_stripe_subscription_id_key\" ON \"user\"(\"stripe_subscription_id\");\n" }, { "path": "prisma/migrations/20221111192223_ata/migration.sql", "content": "-- CreateEnum\nCREATE TYPE \"ConversationStatus\" AS ENUM ('open', 'closed');\n\n-- CreateEnum\nCREATE TYPE \"MessageType\" AS ENUM ('text', 'audio', 'video');\n\n-- CreateTable\nCREATE TABLE \"advisor\" (\n \"id\" INTEGER NOT NULL,\n \"created_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"user_id\" INTEGER NOT NULL,\n \"title\" TEXT NOT NULL,\n \"bio\" TEXT NOT NULL,\n\n CONSTRAINT \"advisor_pkey\" PRIMARY KEY (\"id\")\n);\n\n-- CreateTable\nCREATE TABLE \"conversation\" (\n \"id\" SERIAL NOT NULL,\n \"created_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"status\" \"ConversationStatus\" NOT NULL DEFAULT 'open',\n \"title\" TEXT NOT NULL,\n \"user_id\" INTEGER,\n\n CONSTRAINT \"conversation_pkey\" PRIMARY KEY (\"id\")\n);\n\n-- CreateTable\nCREATE TABLE \"conversation_advisor\" (\n \"id\" SERIAL NOT NULL,\n \"created_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"conversation_id\" INTEGER NOT NULL,\n \"advisor_id\" INTEGER NOT NULL,\n\n CONSTRAINT \"conversation_advisor_pkey\" PRIMARY KEY (\"id\")\n);\n\n-- CreateTable\nCREATE TABLE \"message\" (\n \"id\" SERIAL NOT NULL,\n \"created_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"conversation_id\" INTEGER NOT NULL,\n \"user_id\" INTEGER,\n \"type\" \"MessageType\" NOT NULL,\n \"body\" TEXT,\n \"media_url\" TEXT,\n\n CONSTRAINT \"message_pkey\" PRIMARY KEY (\"id\")\n);\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"advisor_user_id_key\" ON \"advisor\"(\"user_id\");\n\n-- AddForeignKey\nALTER TABLE \"advisor\" ADD CONSTRAINT \"advisor_user_id_fkey\" FOREIGN KEY (\"user_id\") REFERENCES \"user\"(\"id\") ON DELETE SET NULL ON UPDATE CASCADE;\n\n-- AddForeignKey\nALTER TABLE \"conversation\" ADD CONSTRAINT \"conversation_user_id_fkey\" FOREIGN KEY (\"user_id\") REFERENCES \"user\"(\"id\") ON DELETE SET NULL ON UPDATE CASCADE;\n\n-- AddForeignKey\nALTER TABLE \"conversation_advisor\" ADD CONSTRAINT \"conversation_advisor_conversation_id_fkey\" FOREIGN KEY (\"conversation_id\") REFERENCES \"conversation\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\n-- AddForeignKey\nALTER TABLE \"conversation_advisor\" ADD CONSTRAINT \"conversation_advisor_advisor_id_fkey\" FOREIGN KEY (\"advisor_id\") REFERENCES \"advisor\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\n-- AddForeignKey\nALTER TABLE \"message\" ADD CONSTRAINT \"message_conversation_id_fkey\" FOREIGN KEY (\"conversation_id\") REFERENCES \"conversation\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\n-- AddForeignKey\nALTER TABLE \"message\" ADD CONSTRAINT \"message_user_id_fkey\" FOREIGN KEY (\"user_id\") REFERENCES \"user\"(\"id\") ON DELETE SET NULL ON UPDATE CASCADE;\n" }, { "path": "prisma/migrations/20221115201138_advisor_approval_status/migration.sql", "content": "-- CreateEnum\nCREATE TYPE \"ApprovalStatus\" AS ENUM ('pending', 'approved', 'rejected');\n\n-- AlterTable\nALTER TABLE \"advisor\" ADD COLUMN \"approval_status\" \"ApprovalStatus\" NOT NULL DEFAULT 'pending';\n" }, { "path": "prisma/migrations/20221117150434_update_advisor_profile/migration.sql", "content": "\n-- DropForeignKey\nALTER TABLE \"advisor\" DROP CONSTRAINT \"advisor_user_id_fkey\";\n\n-- AlterTable\nCREATE SEQUENCE \"advisor_id_seq\";\nALTER TABLE \"advisor\" ADD COLUMN \"avatar_src\" TEXT NOT NULL,\nADD COLUMN \"full_name\" TEXT NOT NULL,\nALTER COLUMN \"id\" SET DEFAULT nextval('advisor_id_seq');\nALTER SEQUENCE \"advisor_id_seq\" OWNED BY \"advisor\".\"id\";\n\n-- AlterTable\nALTER TABLE \"message\" DROP COLUMN \"media_url\",\nADD COLUMN \"media_src\" TEXT;\n\n-- AddForeignKey\nALTER TABLE \"advisor\" ADD CONSTRAINT \"advisor_user_id_fkey\" FOREIGN KEY (\"user_id\") REFERENCES \"user\"(\"id\") ON DELETE RESTRICT ON UPDATE CASCADE;\n" }, { "path": "prisma/migrations/20221117213140_add_stripe_trial_reminder_sent/migration.sql", "content": "-- AlterTable\nALTER TABLE \"user\" ADD COLUMN \"stripe_trial_reminder_sent\" TIMESTAMPTZ(6);" }, { "path": "prisma/migrations/20221121214349_add_user_goals/migration.sql", "content": "-- CreateEnum\nCREATE TYPE \"UserGoal\" AS ENUM ('retire', 'debt', 'save', 'invest');\n\n-- AlterTable\nALTER TABLE \"user\" ADD COLUMN \"goals\" \"UserGoal\"[],\nADD COLUMN \"goals_description\" TEXT,\nADD COLUMN \"risk_tolerance\" SMALLINT;\n\n" }, { "path": "prisma/migrations/20221129201601_conversation_advisor_unique_key/migration.sql", "content": "/*\n Warnings:\n\n - A unique constraint covering the columns `[conversation_id,advisor_id]` on the table `conversation_advisor` will be added. If there are existing duplicate values, this will fail.\n\n*/\n-- CreateIndex\nCREATE UNIQUE INDEX \"conversation_advisor_conversation_id_advisor_id_key\" ON \"conversation_advisor\"(\"conversation_id\", \"advisor_id\");\n" }, { "path": "prisma/migrations/20221202213727_notification_preferences/migration.sql", "content": "-- AlterTable\nALTER TABLE \"user\" ADD COLUMN \"ata_all\" BOOLEAN NOT NULL DEFAULT true,\nADD COLUMN \"ata_closed\" BOOLEAN NOT NULL DEFAULT true,\nADD COLUMN \"ata_expire\" BOOLEAN NOT NULL DEFAULT true,\nADD COLUMN \"ata_review\" BOOLEAN NOT NULL DEFAULT true,\nADD COLUMN \"ata_submitted\" BOOLEAN NOT NULL DEFAULT true,\nADD COLUMN \"ata_update\" BOOLEAN NOT NULL DEFAULT true,\nADD COLUMN \"convert_kit_id\" INTEGER;\n" }, { "path": "prisma/migrations/20221206153642_conversation_user_required/migration.sql", "content": "/*\n Warnings:\n\n - Made the column `user_id` on table `conversation` required. This step will fail if there are existing NULL values in that column.\n\n*/\n-- DropForeignKey\nALTER TABLE \"conversation\" DROP CONSTRAINT \"conversation_user_id_fkey\";\n\n-- AlterTable\nALTER TABLE \"conversation\" ALTER COLUMN \"user_id\" SET NOT NULL;\n\n-- AddForeignKey\nALTER TABLE \"conversation\" ADD CONSTRAINT \"conversation_user_id_fkey\" FOREIGN KEY (\"user_id\") REFERENCES \"user\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n" }, { "path": "prisma/migrations/20221207235557_expiry_email_sent/migration.sql", "content": "-- AlterTable\nALTER TABLE \"conversation\" ADD COLUMN \"expiry_email_sent\" TIMESTAMPTZ(6);\n" }, { "path": "prisma/migrations/20221209041210_user_advisor_notes/migration.sql", "content": "-- AlterTable\n\nALTER TABLE \"user\" ADD COLUMN \"advisor_notes\" TEXT;\n\n" }, { "path": "prisma/migrations/20221212164355_update_risk_data_type/migration.sql", "content": "-- AlterTable\nALTER TABLE \"user\" ALTER COLUMN \"risk_tolerance\" SET DATA TYPE DOUBLE PRECISION;\n" }, { "path": "prisma/migrations/20221214145140_add_audit_table_and_trigger/migration.sql", "content": "-- CreateEnum\nCREATE TYPE \"AuditEventType\" AS ENUM ('insert', 'update', 'delete');\n\n-- CreateTable\nCREATE TABLE \"audit_event\" (\n \"id\" SERIAL NOT NULL,\n \"created_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"type\" \"AuditEventType\" NOT NULL,\n \"model_type\" TEXT NOT NULL,\n \"model_id\" INTEGER NOT NULL,\n \"data\" JSONB NOT NULL,\n \"user_id\" INTEGER,\n\n CONSTRAINT \"audit_event_pkey\" PRIMARY KEY (\"id\")\n);\n\nCREATE OR REPLACE FUNCTION log_conversation_messages()\n RETURNS TRIGGER\n LANGUAGE PLPGSQL\n AS\n$$\nBEGIN\n \n -- Handles INSERT,UPDATE,DELETE events on changes to the message table\n INSERT INTO audit_event(\"type\",\"model_type\",\"model_id\",\"data\",\"user_id\")\n VALUES(\n LOWER(TG_OP)::\"AuditEventType\",\n 'Message',\n COALESCE(NEW.\"id\",OLD.\"id\"),\n to_json(COALESCE(NEW,OLD)),\n COALESCE(NEW.\"user_id\",OLD.\"user_id\")\n );\n \n RETURN COALESCE(NEW,OLD);\nEND;\n$$;\n\nCREATE OR REPLACE TRIGGER message_audit_event\n AFTER INSERT OR UPDATE OR DELETE\n ON message\n FOR EACH ROW\n EXECUTE PROCEDURE log_conversation_messages();\n " }, { "path": "prisma/migrations/20221222200240_add_onboarding_profile_fields/migration.sql", "content": "-- CreateEnum\nCREATE TYPE \"Household\" AS ENUM ('single', 'singleWithDependents', 'dual', 'dualWithDependents', 'retired');\n\n-- CreateEnum\nCREATE TYPE \"MaybeGoal\" AS ENUM ('aggregate', 'advice', 'plan');\n\n-- AlterTable\nALTER TABLE \"user\" ADD COLUMN \"household\" \"Household\",\nADD COLUMN \"maybe_goals\" \"MaybeGoal\"[],\nADD COLUMN \"maybe_goals_description\" TEXT;" }, { "path": "prisma/migrations/20230105203751_add_maybe_and_title/migration.sql", "content": "-- AlterTable\nALTER TABLE \"user\" ADD COLUMN \"maybe\" TEXT,\nADD COLUMN \"title\" TEXT;\n" }, { "path": "prisma/migrations/20230105210810_add_member_number/migration.sql", "content": "-- AlterTable\nALTER TABLE \"user\" ADD COLUMN \"member_number\" INT;\n\nCREATE SEQUENCE user_member_number_seq;\n\nUPDATE \"user\"\n SET \"member_number\" = \"u\".\"number\"\n FROM (\n SELECT \"id\", nextval('user_member_number_seq') AS \"number\"\n FROM \"user\"\n ORDER BY \"id\" ASC\n ) \"u\"\n WHERE \"user\".\"id\" = \"u\".\"id\";\n\nALTER TABLE \"user\" ALTER COLUMN \"member_number\" SET DEFAULT nextval('user_member_number_seq');\nALTER TABLE \"user\" ALTER COLUMN \"member_number\" SET NOT NULL;\n\nALTER SEQUENCE user_member_number_seq OWNED BY \"user\".\"member_number\";\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"user_member_number_key\" ON \"user\"(\"member_number\");\n" }, { "path": "prisma/migrations/20230105221446_user_audit/migration.sql", "content": "-- DropForeignKey\nALTER TABLE \"advisor\" DROP CONSTRAINT \"advisor_user_id_fkey\";\n\n-- AddForeignKey\nALTER TABLE \"advisor\" ADD CONSTRAINT \"advisor_user_id_fkey\" FOREIGN KEY (\"user_id\") REFERENCES \"user\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\n-- audit user creation/deletion\nCREATE OR REPLACE FUNCTION log_user() RETURNS TRIGGER AS $$\n BEGIN\n INSERT INTO audit_event (\"type\", \"model_type\", \"model_id\", \"data\")\n VALUES (\n LOWER(TG_OP)::\"AuditEventType\",\n 'User',\n COALESCE(NEW.\"id\", OLD.\"id\"),\n to_json(COALESCE(NEW, OLD))\n );\n RETURN NULL; -- result is ignored since this is an AFTER trigger\n END;\n$$ LANGUAGE plpgsql;\n\nCREATE OR REPLACE TRIGGER user_audit_event\n AFTER INSERT OR DELETE\n ON \"user\"\n FOR EACH ROW\n EXECUTE FUNCTION log_user();\n" }, { "path": "prisma/migrations/20230106172727_add_user_residence/migration.sql", "content": "-- AlterTable\nALTER TABLE \"user\" ADD COLUMN \"residence\" TEXT NULL;\n" }, { "path": "prisma/migrations/20230106221847_user_profile/migration.sql", "content": "CREATE EXTENSION IF NOT EXISTS citext;\n\nALTER TABLE \"user\"\nADD COLUMN \"agreements_revision\" TEXT,\nADD COLUMN \"dob\" DATE,\nADD COLUMN \"email\" CITEXT,\nADD COLUMN \"first_name\" TEXT,\nADD COLUMN \"last_name\" TEXT,\nADD COLUMN \"onboarded\" TIMESTAMPTZ(6),\nADD COLUMN \"picture\" TEXT;\n" }, { "path": "prisma/migrations/20230110173017_add_user_member_id/migration.sql", "content": "-- AlterTable\nALTER TABLE \"user\" ADD COLUMN \"member_id\" TEXT NOT NULL DEFAULT gen_random_uuid();\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"user_member_id_key\" ON \"user\"(\"member_id\");\n" }, { "path": "prisma/migrations/20230112163100_add_agreements_table/migration.sql", "content": "\n-- CreateEnum\nCREATE TYPE \"AgreementType\" AS ENUM ('fee', 'form_adv', 'form_crs', 'privacy_policy');\n\n-- AlterTable\nALTER TABLE \"user\" DROP COLUMN \"agreements_revision\";\n\n-- CreateTable\nCREATE TABLE \"agreement\" (\n \"id\" SERIAL NOT NULL,\n \"type\" \"AgreementType\" NOT NULL,\n \"revision\" DATE NOT NULL,\n \"src\" TEXT NOT NULL,\n \"active\" BOOLEAN NOT NULL DEFAULT false,\n\n CONSTRAINT \"agreement_pkey\" PRIMARY KEY (\"id\")\n);\n\n-- CreateTable\nCREATE TABLE \"signed_agreement\" (\n \"signed_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"user_id\" INTEGER NOT NULL,\n \"agreement_id\" INTEGER NOT NULL,\n \"src\" TEXT,\n\n CONSTRAINT \"signed_agreement_pkey\" PRIMARY KEY (\"user_id\",\"agreement_id\")\n);\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"agreement_src_key\" ON \"agreement\"(\"src\");\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"agreement_type_revision_key\" ON \"agreement\"(\"type\", \"revision\");\n\n-- AddForeignKey\nALTER TABLE \"signed_agreement\" ADD CONSTRAINT \"signed_agreement_user_id_fkey\" FOREIGN KEY (\"user_id\") REFERENCES \"user\"(\"id\") ON DELETE RESTRICT ON UPDATE CASCADE;\n\n-- AddForeignKey\nALTER TABLE \"signed_agreement\" ADD CONSTRAINT \"signed_agreement_agreement_id_fkey\" FOREIGN KEY (\"agreement_id\") REFERENCES \"agreement\"(\"id\") ON DELETE RESTRICT ON UPDATE CASCADE;\n" }, { "path": "prisma/migrations/20230113230312_user_email_required/migration.sql", "content": "-- delete users who no longer exist in Auth0 (determined by lack of `email` which was populated during the migration)\nDELETE FROM \"user\" WHERE \"email\" IS NULL;\nALTER TABLE \"user\" ALTER COLUMN \"email\" SET NOT NULL;\n" }, { "path": "prisma/migrations/20230117131125_update_ama_onboarding/migration.sql", "content": "ALTER TABLE \"user\" \nDROP COLUMN \"goals_description\",\nDROP COLUMN \"risk_tolerance\",\nADD COLUMN \"risk_answers\" JSONB NOT NULL DEFAULT '[]',\nADD COLUMN \"user_notes\" TEXT,\nADD COLUMN \"goals_new\" TEXT[];\n\nUPDATE \"user\"\nSET \"goals_new\" = \"user\".\"goals\";\n\nALTER TABLE \"user\"\nDROP COLUMN \"goals\";\n\nDROP TYPE \"UserGoal\";\n\nALTER TABLE \"user\"\nRENAME COLUMN \"goals_new\" TO \"goals\";" }, { "path": "prisma/migrations/20230117150048_user_name/migration.sql", "content": "-- AlterTable\nALTER TABLE \"user\" ADD COLUMN \"name\" TEXT GENERATED ALWAYS AS (\n CASE\n WHEN first_name IS NULL THEN last_name\n WHEN last_name IS NULL THEN first_name\n ELSE first_name || ' ' || last_name\n END\n) STORED;\n" }, { "path": "prisma/migrations/20230117192734_update_agreement_types/migration.sql", "content": "-- Clear agreements\nDELETE FROM \"agreement\";\n\n-- AlterEnum\nBEGIN;\nCREATE TYPE \"AgreementType_new\" AS ENUM ('fee', 'form_adv_2a', 'form_adv_2b', 'form_crs', 'privacy_policy');\nALTER TABLE \"agreement\" ALTER COLUMN \"type\" TYPE \"AgreementType_new\" USING (\"type\"::text::\"AgreementType_new\");\nALTER TYPE \"AgreementType\" RENAME TO \"AgreementType_old\";\nALTER TYPE \"AgreementType_new\" RENAME TO \"AgreementType\";\nDROP TYPE \"AgreementType_old\";\nCOMMIT;\n\n-- DropIndex\nDROP INDEX \"agreement_type_revision_key\";\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"agreement_type_revision_active_key\" ON \"agreement\"(\"type\", \"revision\", \"active\");\n\n-- Insert initial agreements \nINSERT INTO \n\tagreement(\"type\", \"revision\", \"src\", \"active\") \nVALUES \n\t('fee', '2023-01-11', 'agreements/limited-scope-advisory-agreement-2023-01-11.pdf', true),\n\t('form_adv_2a', '2022-09-07', 'agreements/form-ADV-2A-2022-09-07.pdf', true),\n\t('form_adv_2b', '2022-11-04', 'agreements/form-ADV-2B-2022-11-04.pdf', true),\n\t('form_crs', '2022-09-20', 'agreements/form-CRS-2022-09-20.pdf', true),\n\t('privacy_policy', '2023-01-11', 'agreements/advisor-privacy-policy-2023-01-11.pdf', true);\n" }, { "path": "prisma/migrations/20230119114411_add_onboarding_steps/migration.sql", "content": "-- AlterTable\nALTER TABLE \"user\" ADD COLUMN \"onboarding_steps\" JSONB[];\n" }, { "path": "prisma/migrations/20230123121401_separate_onboarding_flows/migration.sql", "content": "ALTER TABLE \"user\" \nDROP COLUMN \"onboarded\",\nADD COLUMN \"onboarding\" JSONB;\n\nUPDATE \"user\"\nSET \"onboarding\" = \n CASE \n WHEN \"onboarding_steps\" IS NULL THEN NULL \n ELSE json_build_object(\n 'main', json_build_object(\n 'markedComplete', false,\n 'steps', \"onboarding_steps\"\n ),\n 'sidebar', json_build_object(\n 'markedComplete', false,\n 'steps', \"onboarding_steps\"\n )\n )\n END;\n\nALTER TABLE \"user\"\nDROP COLUMN \"onboarding_steps\";\n" }, { "path": "prisma/migrations/20230123192138_user_country_state/migration.sql", "content": "ALTER TABLE \"user\" ADD COLUMN \"country\" TEXT, ADD COLUMN \"state\" TEXT;\n\nUPDATE \"user\"\nSET\n \"country\" = (\n CASE\n WHEN \"residence\" IS NOT NULL THEN 'US'\n ELSE NULL\n END\n ),\n \"state\" = (\n CASE \"residence\"\n WHEN 'Alabama' THEN 'AL'\n WHEN 'California' THEN 'CA'\n WHEN 'Colorado' THEN 'CO'\n WHEN 'Delaware' THEN 'DE'\n WHEN 'District Of Columbia' THEN 'DC'\n WHEN 'Florida' THEN 'FL'\n WHEN 'Illinois' THEN 'IL'\n WHEN 'Indiana' THEN 'IN'\n WHEN 'Massachusetts' THEN 'MA'\n WHEN 'Nevada' THEN 'NV'\n WHEN 'New Jersey' THEN 'NJ'\n WHEN 'New York' THEN 'NY'\n WHEN 'Ohio' THEN 'OH'\n WHEN 'Oregon' THEN 'OR'\n WHEN 'Pennsylvania' THEN 'PA'\n WHEN 'South Carolina' THEN 'SC'\n WHEN 'Texas' THEN 'TX'\n WHEN 'Virginia' THEN 'VA'\n ELSE NULL\n END\n );\n\nALTER TABLE \"user\" DROP COLUMN \"residence\";\n" }, { "path": "prisma/migrations/20230126230520_user_deletion/migration.sql", "content": "-- DropForeignKey\nALTER TABLE \"signed_agreement\" DROP CONSTRAINT \"signed_agreement_agreement_id_fkey\";\n\n-- DropForeignKey\nALTER TABLE \"signed_agreement\" DROP CONSTRAINT \"signed_agreement_user_id_fkey\";\n\n-- AddForeignKey\nALTER TABLE \"signed_agreement\" ADD CONSTRAINT \"signed_agreement_user_id_fkey\" FOREIGN KEY (\"user_id\") REFERENCES \"user\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\n-- AddForeignKey\nALTER TABLE \"signed_agreement\" ADD CONSTRAINT \"signed_agreement_agreement_id_fkey\" FOREIGN KEY (\"agreement_id\") REFERENCES \"agreement\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n" }, { "path": "prisma/migrations/20230127003359_store_link_tokens/migration.sql", "content": "-- AlterTable\nALTER TABLE \"user\" ADD COLUMN \"plaid_link_token\" TEXT;\n" }, { "path": "prisma/migrations/20230130161915_account_value_start_date/migration.sql", "content": "-- update fn to fallback to the account creation date rather than `now()`\nCREATE OR REPLACE FUNCTION public.account_value_start_date(p_account_id integer) RETURNS date LANGUAGE sql STABLE AS $$\n SELECT\n COALESCE(\n LEAST(\n (a.loan->>'originationDate')::date,\n (SELECT MIN(date) FROM \"transaction\" where \"account_id\" = a.id),\n (SELECT MIN(date) FROM \"valuation\" where \"account_id\" = a.id),\n (SELECT MIN(date) FROM \"investment_transaction\" where \"account_id\" = a.id)\n ),\n a.created_at::date -- fallback to using the date the account was added\n )\n FROM\n account a\n WHERE\n a.id = p_account_id\n$$;\n" }, { "path": "prisma/migrations/20230207111117_user_account_linking/migration.sql", "content": "-- AlterTable\nALTER TABLE \"user\" \nADD COLUMN \"link_account_dismissed_at\" TIMESTAMPTZ(6);\n" }, { "path": "prisma/migrations/20230207181233_add_conversation_relations/migration.sql", "content": "-- AlterTable\nALTER TABLE \"conversation\" ADD COLUMN \"account_id\" INTEGER,\nADD COLUMN \"plan_id\" INTEGER;\n\n-- AddForeignKey\nALTER TABLE \"conversation\" ADD CONSTRAINT \"conversation_account_id_fkey\" FOREIGN KEY (\"account_id\") REFERENCES \"account\"(\"id\") ON DELETE SET NULL ON UPDATE CASCADE;\n\n-- AddForeignKey\nALTER TABLE \"conversation\" ADD CONSTRAINT \"conversation_plan_id_fkey\" FOREIGN KEY (\"plan_id\") REFERENCES \"plan\"(\"id\") ON DELETE SET NULL ON UPDATE CASCADE;\n" }, { "path": "prisma/migrations/20230207230108_account_balance_strategy/migration.sql", "content": "CREATE TYPE \"AccountBalanceStrategy\" AS ENUM ('current', 'available', 'sum', 'difference');\n\nALTER TABLE \"account\"\nADD COLUMN \"available_balance_strategy\" \"AccountBalanceStrategy\" NOT NULL DEFAULT 'available',\nADD COLUMN \"current_balance_provider\" DECIMAL(19,4),\nADD COLUMN \"current_balance_strategy\" \"AccountBalanceStrategy\" NOT NULL DEFAULT 'current';\n\n-- attempt to undo the Plaid `current = current + available` logic we currently have in place\nUPDATE \"account\"\nSET\n \"current_balance_provider\" = (\n CASE\n WHEN \"plaid_type\" = 'investment' AND \"current_balance\" IS NOT NULL AND \"available_balance\" IS NOT NULL AND \"current_balance\" > \"available_balance\" THEN \"current_balance\" - \"available_balance\"\n ELSE \"current_balance\"\n END\n ),\n \"current_balance_strategy\" = (\n CASE\n WHEN \"plaid_type\" = 'investment' AND \"current_balance\" IS NOT NULL AND \"available_balance\" IS NOT NULL AND \"current_balance\" > \"available_balance\" THEN 'sum'\n ELSE 'current'\n END\n )::\"AccountBalanceStrategy\";\n\nALTER TABLE \"account\" DROP COLUMN \"current_balance\";\n\nALTER TABLE \"account\" RENAME COLUMN \"available_balance\" TO \"available_balance_provider\";\nALTER TABLE \"account\" ADD COLUMN \"available_balance\" DECIMAL(19,4) GENERATED ALWAYS AS (\n\tCASE \"available_balance_strategy\"\n WHEN 'current' THEN \"current_balance_provider\"\n WHEN 'available' THEN \"available_balance_provider\"\n WHEN 'sum' THEN \"available_balance_provider\" + \"current_balance_provider\"\n WHEN 'difference' THEN ABS(\"available_balance_provider\" - \"current_balance_provider\")\n\tEND\n) STORED;\n\nALTER TABLE \"account\" ADD COLUMN \"current_balance\" DECIMAL(19,4) GENERATED ALWAYS AS (\n\tCASE \"current_balance_strategy\"\n WHEN 'current' THEN \"current_balance_provider\"\n WHEN 'available' THEN \"available_balance_provider\"\n WHEN 'sum' THEN \"current_balance_provider\" + \"available_balance_provider\"\n WHEN 'difference' THEN ABS(\"current_balance_provider\" - \"available_balance_provider\")\n\tEND\n) STORED;\n\nCREATE OR REPLACE FUNCTION valuation_changed() RETURNS TRIGGER LANGUAGE plpgsql AS $$\n BEGIN\n UPDATE account AS a\n SET\n start_date = account_value_start_date(a.id),\n current_balance_provider = (SELECT v.amount FROM valuation v WHERE v.account_id = a.id ORDER BY v.date DESC LIMIT 1)\n WHERE a.id = NEW.account_id OR a.id = OLD.account_id;\n RETURN NULL;\n END;\n$$;\n" }, { "path": "prisma/migrations/20230210163006_add_user_trial_end/migration.sql", "content": "ALTER TABLE \"user\" ADD COLUMN \"trial_end\" TIMESTAMPTZ(6) DEFAULT NOW() + interval '14 days';\n\n-- Users that are already subscribed or on a Stripe-based trial don't need a trial_end\nUPDATE \"user\" SET \"trial_end\" = NULL WHERE \"stripe_price_id\" IS NOT NULL;" }, { "path": "prisma/migrations/20230211134603_advisor_crm/migration.sql", "content": "-- CreateEnum\nCREATE TYPE \"TaxStatus\" AS ENUM ('single', 'married_joint', 'married_separate', 'head_of_household', 'qualifying_widow');\n\n-- AlterTable\nALTER TABLE \"user\" ADD COLUMN \"dependents\" INTEGER,\nADD COLUMN \"gross_income\" INTEGER,\nADD COLUMN \"income_type\" TEXT,\nADD COLUMN \"tax_status\" \"TaxStatus\";\n\n-- CreateTable\nCREATE TABLE \"conversation_note\" (\n \"id\" SERIAL NOT NULL,\n \"created_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"updated_at\" TIMESTAMPTZ(6) NOT NULL DEFAULT CURRENT_TIMESTAMP,\n \"user_id\" INTEGER NOT NULL,\n \"conversation_id\" INTEGER NOT NULL,\n \"body\" TEXT NOT NULL,\n\n CONSTRAINT \"conversation_note_pkey\" PRIMARY KEY (\"id\")\n);\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"conversation_note_user_id_conversation_id_key\" ON \"conversation_note\"(\"user_id\", \"conversation_id\");\n\n-- AddForeignKey\nALTER TABLE \"conversation_note\" ADD CONSTRAINT \"conversation_note_user_id_fkey\" FOREIGN KEY (\"user_id\") REFERENCES \"user\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\n-- AddForeignKey\nALTER TABLE \"conversation_note\" ADD CONSTRAINT \"conversation_note_conversation_id_fkey\" FOREIGN KEY (\"conversation_id\") REFERENCES \"conversation\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n" }, { "path": "prisma/migrations/20230220194746_remove_stripe_trials/migration.sql", "content": "-- AlterTable\nALTER TABLE \"user\" DROP COLUMN \"stripe_trial_end\",\nDROP COLUMN \"stripe_trial_reminder_sent\",\nADD COLUMN \"trial_reminder_sent\" TIMESTAMPTZ(6),\nALTER COLUMN \"trial_end\" SET DEFAULT NOW() + interval '14 days';\n" }, { "path": "prisma/migrations/20230223020847_txn_view/migration.sql", "content": " -- AlterTable\nALTER TABLE \"transaction\"\nADD COLUMN \"match_id\" INTEGER,\nADD COLUMN \"type_user\" \"TransactionType\";\n\n-- AddForeignKey\nALTER TABLE \"transaction\" ADD CONSTRAINT \"transaction_match_id_fkey\" FOREIGN KEY (\"match_id\") REFERENCES \"transaction\" (\"id\") ON DELETE SET NULL ON UPDATE CASCADE;\n\nCREATE OR REPLACE VIEW transactions_enriched AS (\n SELECT\n t.id,\n t.created_at as \"createdAt\",\n t.updated_at as \"updatedAt\",\n t.name,\n t.account_id as \"accountId\",\n t.date,\n t.flow,\n COALESCE(\n t.type_user,\n CASE\n -- no matching transaction\n WHEN t.match_id IS NULL THEN (\n CASE t.flow\n WHEN 'INFLOW' THEN (\n CASE a.classification\n WHEN 'asset' THEN 'INCOME'::\"TransactionType\"\n WHEN 'liability' THEN 'PAYMENT'::\"TransactionType\"\n END\n )\n WHEN 'OUTFLOW' THEN 'EXPENSE'::\"TransactionType\"\n END\n )\n -- has matching transaction\n ELSE (\n CASE a.classification\n WHEN 'asset' THEN 'TRANSFER'::\"TransactionType\"\n WHEN 'liability' THEN 'PAYMENT'::\"TransactionType\"\n END\n )\n END\n ) AS \"type\",\n t.type_user as \"typeUser\",\n t.amount,\n t.currency_code as \"currencyCode\",\n t.pending,\n t.merchant_name as \"merchantName\",\n t.category,\n t.category_user as \"categoryUser\",\n t.excluded,\n t.match_id as \"matchId\",\n COALESCE(ac.user_id, a.user_id) as \"userId\",\n a.classification as \"accountClassification\",\n a.type as \"accountType\"\n FROM\n transaction t\n inner join account a on a.id = t.account_id\n left join account_connection ac on a.account_connection_id = ac.id\n);\n" }, { "path": "prisma/migrations/20240111031553_remove_advisor_and_related_data/migration.sql", "content": "/*\n Warnings:\n\n - You are about to drop the column `advisor_notes` on the `user` table. All the data in the column will be lost.\n - You are about to drop the column `ata_all` on the `user` table. All the data in the column will be lost.\n - You are about to drop the column `ata_closed` on the `user` table. All the data in the column will be lost.\n - You are about to drop the column `ata_expire` on the `user` table. All the data in the column will be lost.\n - You are about to drop the column `ata_review` on the `user` table. All the data in the column will be lost.\n - You are about to drop the column `ata_submitted` on the `user` table. All the data in the column will be lost.\n - You are about to drop the column `ata_update` on the `user` table. All the data in the column will be lost.\n - You are about to drop the column `goals` on the `user` table. All the data in the column will be lost.\n - You are about to drop the column `risk_answers` on the `user` table. All the data in the column will be lost.\n - You are about to drop the column `user_notes` on the `user` table. All the data in the column will be lost.\n - You are about to drop the `advisor` table. If the table is not empty, all the data it contains will be lost.\n - You are about to drop the `conversation` table. If the table is not empty, all the data it contains will be lost.\n - You are about to drop the `conversation_advisor` table. If the table is not empty, all the data it contains will be lost.\n - You are about to drop the `conversation_note` table. If the table is not empty, all the data it contains will be lost.\n - You are about to drop the `message` table. If the table is not empty, all the data it contains will be lost.\n\n*/\n-- DropForeignKey\nALTER TABLE \"advisor\" DROP CONSTRAINT \"advisor_user_id_fkey\";\n\n-- DropForeignKey\nALTER TABLE \"conversation\" DROP CONSTRAINT \"conversation_account_id_fkey\";\n\n-- DropForeignKey\nALTER TABLE \"conversation\" DROP CONSTRAINT \"conversation_plan_id_fkey\";\n\n-- DropForeignKey\nALTER TABLE \"conversation\" DROP CONSTRAINT \"conversation_user_id_fkey\";\n\n-- DropForeignKey\nALTER TABLE \"conversation_advisor\" DROP CONSTRAINT \"conversation_advisor_advisor_id_fkey\";\n\n-- DropForeignKey\nALTER TABLE \"conversation_advisor\" DROP CONSTRAINT \"conversation_advisor_conversation_id_fkey\";\n\n-- DropForeignKey\nALTER TABLE \"conversation_note\" DROP CONSTRAINT \"conversation_note_conversation_id_fkey\";\n\n-- DropForeignKey\nALTER TABLE \"conversation_note\" DROP CONSTRAINT \"conversation_note_user_id_fkey\";\n\n-- DropForeignKey\nALTER TABLE \"message\" DROP CONSTRAINT \"message_conversation_id_fkey\";\n\n-- DropForeignKey\nALTER TABLE \"message\" DROP CONSTRAINT \"message_user_id_fkey\";\n\n-- DropIndex\nDROP INDEX \"account_balance_date_idx\";\n\n-- DropIndex\nDROP INDEX \"security_pricing_date_idx\";\n\n-- AlterTable\nALTER TABLE \"user\" DROP COLUMN \"advisor_notes\",\nDROP COLUMN \"ata_all\",\nDROP COLUMN \"ata_closed\",\nDROP COLUMN \"ata_expire\",\nDROP COLUMN \"ata_review\",\nDROP COLUMN \"ata_submitted\",\nDROP COLUMN \"ata_update\",\nDROP COLUMN \"goals\",\nDROP COLUMN \"risk_answers\",\nDROP COLUMN \"user_notes\";\n\n-- DropTable\nDROP TABLE \"advisor\";\n\n-- DropTable\nDROP TABLE \"conversation\";\n\n-- DropTable\nDROP TABLE \"conversation_advisor\";\n\n-- DropTable\nDROP TABLE \"conversation_note\";\n\n-- DropTable\nDROP TABLE \"message\";\n\n-- DropEnum\nDROP TYPE \"ConversationStatus\";\n\n-- DropEnum\nDROP TYPE \"MessageType\";\n\n-- CreateIndex\nCREATE INDEX \"account_balance_date_idx\" ON \"account_balance\"(\"date\");\n\n-- CreateIndex\nCREATE INDEX \"security_pricing_date_idx\" ON \"security_pricing\"(\"date\");\n" }, { "path": "prisma/migrations/20240111213125_next_auth_models/migration.sql", "content": "/*\n Warnings:\n\n - A unique constraint covering the columns `[auth_id]` on the table `user` will be added. If there are existing duplicate values, this will fail.\n - Added the required column `auth_id` to the `user` table without a default value. This is not possible if the table is not empty.\n\n*/\n-- AlterTable\nALTER TABLE \"user\" ADD COLUMN \"auth_id\" TEXT NOT NULL;\n\n-- CreateTable\nCREATE TABLE \"auth_account\" (\n \"id\" TEXT NOT NULL,\n \"user_id\" TEXT NOT NULL,\n \"type\" TEXT NOT NULL,\n \"provider\" TEXT NOT NULL,\n \"provider_account_id\" TEXT NOT NULL,\n \"refresh_token\" TEXT,\n \"access_token\" TEXT,\n \"expires_at\" INTEGER,\n \"token_type\" TEXT,\n \"scope\" TEXT,\n \"id_token\" TEXT,\n \"session_state\" TEXT,\n\n CONSTRAINT \"auth_account_pkey\" PRIMARY KEY (\"id\")\n);\n\n-- CreateTable\nCREATE TABLE \"auth_user\" (\n \"id\" TEXT NOT NULL,\n \"name\" TEXT,\n \"email\" TEXT,\n \"email_verified\" TIMESTAMP(3),\n \"image\" TEXT,\n\n CONSTRAINT \"auth_user_pkey\" PRIMARY KEY (\"id\")\n);\n\n-- CreateTable\nCREATE TABLE \"auth_session\" (\n \"id\" TEXT NOT NULL,\n \"session_token\" TEXT NOT NULL,\n \"user_id\" TEXT NOT NULL,\n \"expires\" TIMESTAMP(3) NOT NULL,\n\n CONSTRAINT \"auth_session_pkey\" PRIMARY KEY (\"id\")\n);\n\n-- CreateTable\nCREATE TABLE \"auth_verification_token\" (\n \"identifier\" TEXT NOT NULL,\n \"token\" TEXT NOT NULL,\n \"expires\" TIMESTAMP(3) NOT NULL\n);\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"auth_account_provider_provider_account_id_key\" ON \"auth_account\"(\"provider\", \"provider_account_id\");\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"auth_user_email_key\" ON \"auth_user\"(\"email\");\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"auth_session_session_token_key\" ON \"auth_session\"(\"session_token\");\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"auth_verification_token_token_key\" ON \"auth_verification_token\"(\"token\");\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"auth_verification_token_identifier_token_key\" ON \"auth_verification_token\"(\"identifier\", \"token\");\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"user_auth_id_key\" ON \"user\"(\"auth_id\");\n\n-- AddForeignKey\nALTER TABLE \"auth_account\" ADD CONSTRAINT \"auth_account_user_id_fkey\" FOREIGN KEY (\"user_id\") REFERENCES \"auth_user\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n\n-- AddForeignKey\nALTER TABLE \"auth_session\" ADD CONSTRAINT \"auth_session_user_id_fkey\" FOREIGN KEY (\"user_id\") REFERENCES \"auth_user\"(\"id\") ON DELETE CASCADE ON UPDATE CASCADE;\n" }, { "path": "prisma/migrations/20240111213725_add_password_to_auth_user/migration.sql", "content": "-- AlterTable\nALTER TABLE \"auth_user\" ADD COLUMN \"password\" TEXT;\n" }, { "path": "prisma/migrations/20240112000538_remove_agreement_code/migration.sql", "content": "/*\n Warnings:\n\n - You are about to drop the `agreement` table. If the table is not empty, all the data it contains will be lost.\n - You are about to drop the `signed_agreement` table. If the table is not empty, all the data it contains will be lost.\n\n*/\n-- DropForeignKey\nALTER TABLE \"signed_agreement\" DROP CONSTRAINT \"signed_agreement_agreement_id_fkey\";\n\n-- DropForeignKey\nALTER TABLE \"signed_agreement\" DROP CONSTRAINT \"signed_agreement_user_id_fkey\";\n\n-- DropTable\nDROP TABLE \"agreement\";\n\n-- DropTable\nDROP TABLE \"signed_agreement\";\n\n-- DropEnum\nDROP TYPE \"AgreementType\";\n" }, { "path": "prisma/migrations/20240112001215_remove_convert_kit_usage/migration.sql", "content": "/*\n Warnings:\n\n - You are about to drop the column `convert_kit_id` on the `user` table. All the data in the column will be lost.\n\n*/\n-- AlterTable\nALTER TABLE \"user\" DROP COLUMN \"convert_kit_id\";\n" }, { "path": "prisma/migrations/20240112201750_remove_auth0id_from_user/migration.sql", "content": "/*\n Warnings:\n\n - You are about to drop the column `auth0_id` on the `user` table. All the data in the column will be lost.\n\n*/\n-- DropIndex\nDROP INDEX \"user_auth0_id_key\";\n\n-- AlterTable\nALTER TABLE \"user\" DROP COLUMN \"auth0_id\";\n" }, { "path": "prisma/migrations/20240112204004_add_first_last_to_authuser/migration.sql", "content": "-- AlterTable\nALTER TABLE \"auth_user\" ADD COLUMN \"first_name\" TEXT,\nADD COLUMN \"last_name\" TEXT;\n" }, { "path": "prisma/migrations/20240115222631_add_fields_for_teller/migration.sql", "content": "/*\n Warnings:\n\n - A unique constraint covering the columns `[account_connection_id,teller_account_id]` on the table `account` will be added. If there are existing duplicate values, this will fail.\n - A unique constraint covering the columns `[teller_transaction_id]` on the table `transaction` will be added. If there are existing duplicate values, this will fail.\n - A unique constraint covering the columns `[teller_user_id]` on the table `user` will be added. If there are existing duplicate values, this will fail.\n\n*/\n-- AlterEnum\nALTER TYPE \"AccountConnectionType\" ADD VALUE 'teller';\n\n-- AlterTable\nALTER TABLE \"account\" ADD COLUMN \"teller_account_id\" TEXT,\nADD COLUMN \"teller_type\" TEXT;\n\n-- AlterTable\nALTER TABLE \"account_connection\" ADD COLUMN \"teller_access_token\" TEXT,\nADD COLUMN \"teller_account_id\" TEXT,\nADD COLUMN \"teller_error\" JSONB,\nADD COLUMN \"teller_institution_id\" TEXT;\n\n-- AlterTable\nALTER TABLE \"transaction\" ADD COLUMN \"teller_category\" TEXT,\nADD COLUMN \"teller_transaction_id\" TEXT,\nADD COLUMN \"teller_type\" TEXT;\n\n-- AlterTable\nALTER TABLE \"user\" ADD COLUMN \"teller_user_id\" TEXT;\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"account_account_connection_id_teller_account_id_key\" ON \"account\"(\"account_connection_id\", \"teller_account_id\");\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"transaction_teller_transaction_id_key\" ON \"transaction\"(\"teller_transaction_id\");\n\n-- CreateIndex\nCREATE UNIQUE INDEX \"user_teller_user_id_key\" ON \"user\"(\"teller_user_id\");\n" }, { "path": "prisma/migrations/20240116023100_add_additional_teller_fields/migration.sql", "content": "-- AlterEnum\nALTER TYPE \"AccountProvider\" ADD VALUE 'teller';\n\n-- AlterTable\nALTER TABLE \"account\" ADD COLUMN \"teller_subtype\" TEXT;\n" }, { "path": "prisma/migrations/20240116185600_add_teller_provider/migration.sql", "content": "-- AlterEnum\nALTER TYPE \"Provider\" ADD VALUE 'TELLER';\n" }, { "path": "prisma/migrations/20240116224800_add_enrollment_id_for_teller/migration.sql", "content": "/*\n Warnings:\n\n - You are about to drop the column `teller_account_id` on the `account_connection` table. All the data in the column will be lost.\n\n*/\n-- AlterTable\nALTER TABLE \"account_connection\" DROP COLUMN \"teller_account_id\",\nADD COLUMN \"teller_enrollment_id\" TEXT;\n" }, { "path": "prisma/migrations/20240117191553_categories_for_teller/migration.sql", "content": "-- AlterTable\nBEGIN;\n\nALTER TABLE\n \"transaction\" RENAME COLUMN \"category\" TO \"category_old\";\n\nALTER TABLE\n \"transaction\" RENAME COLUMN \"category_user\" TO \"category_user_old\";\n\nDROP VIEW IF EXISTS transactions_enriched;\n\nALTER TABLE\n \"transaction\"\nADD\n COLUMN \"category_user\" TEXT;\n\nALTER TABLE\n \"transaction\"\nADD\n COLUMN \"category\" TEXT NOT NULL GENERATED ALWAYS AS(\n COALESCE(\n category_user,\n CASE\n WHEN (\n (\n plaid_personal_finance_category ->> 'primary' :: text\n ) = 'INCOME' :: text\n ) THEN 'Income' :: text\n WHEN (\n (\n plaid_personal_finance_category ->> 'detailed' :: text\n ) = ANY (\n ARRAY ['LOAN_PAYMENTS_MORTGAGE_PAYMENT'::text, 'RENT_AND_UTILITIES_RENT'::text]\n )\n ) THEN 'Housing Payments' :: text\n WHEN (\n (\n plaid_personal_finance_category ->> 'detailed' :: text\n ) = 'LOAN_PAYMENTS_CAR_PAYMENT' :: text\n ) THEN 'Vehicle Payments' :: text\n WHEN (\n (\n plaid_personal_finance_category ->> 'primary' :: text\n ) = 'LOAN_PAYMENTS' :: text\n ) THEN 'Other Payments' :: text\n WHEN (\n (\n plaid_personal_finance_category ->> 'primary' :: text\n ) = 'HOME_IMPROVEMENT' :: text\n ) THEN 'Home Improvement' :: text\n WHEN (\n (\n plaid_personal_finance_category ->> 'primary' :: text\n ) = 'GENERAL_MERCHANDISE' :: text\n ) THEN 'Shopping' :: text\n WHEN (\n (\n (\n plaid_personal_finance_category ->> 'primary' :: text\n ) = 'RENT_AND_UTILITIES' :: text\n )\n AND (\n (\n plaid_personal_finance_category ->> 'detailed' :: text\n ) <> 'RENT_AND_UTILITIES_RENT' :: text\n )\n ) THEN 'Utilities' :: text\n WHEN (\n (\n plaid_personal_finance_category ->> 'primary' :: text\n ) = 'FOOD_AND_DRINK' :: text\n ) THEN 'Food and Drink' :: text\n WHEN (\n (\n plaid_personal_finance_category ->> 'primary' :: text\n ) = 'TRANSPORTATION' :: text\n ) THEN 'Transportation' :: text\n WHEN (\n (\n plaid_personal_finance_category ->> 'primary' :: text\n ) = 'TRAVEL' :: text\n ) THEN 'Travel' :: text\n WHEN (\n (\n (\n plaid_personal_finance_category ->> 'primary' :: text\n ) = ANY (ARRAY ['PERSONAL_CARE'::text, 'MEDICAL'::text])\n )\n AND (\n (\n plaid_personal_finance_category ->> 'detailed' :: text\n ) <> 'MEDICAL_VETERINARY_SERVICES' :: text\n )\n ) THEN 'Health' :: text\n WHEN (\n (finicity_categorization ->> 'category' :: text) = ANY (ARRAY ['Income'::text, 'Paycheck'::text])\n ) THEN 'Income' :: text\n WHEN (\n (finicity_categorization ->> 'category' :: text) = 'Mortgage & Rent' :: text\n ) THEN 'Housing Payments' :: text\n WHEN (\n (finicity_categorization ->> 'category' :: text) = ANY (\n ARRAY ['Furnishings'::text, 'Home Services'::text, 'Home Improvement'::text, 'Lawn and Garden'::text]\n )\n ) THEN 'Home Improvement' :: text\n WHEN (\n (finicity_categorization ->> 'category' :: text) = ANY (\n ARRAY ['Streaming Services'::text, 'Home Phone'::text, 'Television'::text, 'Bills & Utilities'::text, 'Utilities'::text, 'Internet / Broadband Charges'::text, 'Mobile Phone'::text]\n )\n ) THEN 'Utilities' :: text\n WHEN (\n (finicity_categorization ->> 'category' :: text) = ANY (\n ARRAY ['Fast Food'::text, 'Food & Dining'::text, 'Restaurants'::text, 'Coffee Shops'::text, 'Alcohol & Bars'::text, 'Groceries'::text]\n )\n ) THEN 'Food and Drink' :: text\n WHEN (\n (finicity_categorization ->> 'category' :: text) = ANY (\n ARRAY ['Auto & Transport'::text, 'Gas & Fuel'::text, 'Auto Insurance'::text]\n )\n ) THEN 'Transportation' :: text\n WHEN (\n (finicity_categorization ->> 'category' :: text) = ANY (\n ARRAY ['Hotel'::text, 'Travel'::text, 'Rental Car & Taxi'::text]\n )\n ) THEN 'Travel' :: text\n WHEN (\n (finicity_categorization ->> 'category' :: text) = ANY (\n ARRAY ['Health Insurance'::text, 'Doctor'::text, 'Pharmacy'::text, 'Eyecare'::text, 'Health & Fitness'::text, 'Personal Care'::text]\n )\n ) THEN 'Health' :: text\n WHEN (teller_category = 'income' :: text) THEN 'Income' :: text\n WHEN (teller_category = 'home' :: text) THEN 'Home Improvement' :: text\n WHEN (\n teller_category = ANY (ARRAY ['phone'::text, 'utilities'::text])\n ) THEN 'Utilities' :: text\n WHEN (\n teller_category = ANY (\n ARRAY ['dining'::text, 'bar'::text, 'groceries'::text]\n )\n ) THEN 'Food and Drink' :: text\n WHEN (\n teller_category = ANY (\n ARRAY ['clothing'::text, 'entertainment'::text, 'shopping'::text, 'electronics'::text, 'software'::text, 'sport'::text]\n )\n ) THEN 'Shopping' :: text\n WHEN (\n teller_category = ANY (ARRAY ['transportation'::text, 'fuel'::text])\n ) THEN 'Transportation' :: text\n WHEN (\n teller_category = ANY (ARRAY ['accommodation'::text, 'transport'::text])\n ) THEN 'Travel' :: text\n WHEN (teller_category = 'health' :: text) THEN 'Health' :: text\n WHEN (\n teller_category = ANY (\n ARRAY ['loan'::text, 'tax'::text, 'insurance'::text, 'office'::text]\n )\n ) THEN 'Other Payments' :: text\n ELSE 'Other' :: text\n END\n )\n ) STORED;\n\nCREATE\nOR REPLACE VIEW transactions_enriched AS (\n SELECT\n t.id,\n t.created_at as \"createdAt\",\n t.updated_at as \"updatedAt\",\n t.name,\n t.account_id as \"accountId\",\n t.date,\n t.flow,\n COALESCE(\n t.type_user,\n CASE\n -- no matching transaction\n WHEN t.match_id IS NULL THEN (\n CASE\n t.flow\n WHEN 'INFLOW' THEN (\n CASE\n a.classification\n WHEN 'asset' THEN 'INCOME' :: \"TransactionType\"\n WHEN 'liability' THEN 'PAYMENT' :: \"TransactionType\"\n END\n )\n WHEN 'OUTFLOW' THEN 'EXPENSE' :: \"TransactionType\"\n END\n ) -- has matching transaction\n ELSE (\n CASE\n a.classification\n WHEN 'asset' THEN 'TRANSFER' :: \"TransactionType\"\n WHEN 'liability' THEN 'PAYMENT' :: \"TransactionType\"\n END\n )\n END\n ) AS \"type\",\n t.type_user as \"typeUser\",\n t.amount,\n t.currency_code as \"currencyCode\",\n t.pending,\n t.merchant_name as \"merchantName\",\n t.category,\n t.category_user as \"categoryUser\",\n t.excluded,\n t.match_id as \"matchId\",\n COALESCE(ac.user_id, a.user_id) as \"userId\",\n a.classification as \"accountClassification\",\n a.type as \"accountType\"\n FROM\n transaction t\n inner join account a on a.id = t.account_id\n left join account_connection ac on a.account_connection_id = ac.id\n);\n\nALTER TABLE\n \"transaction\" DROP COLUMN \"category_old\";\n\nALTER TABLE\n \"transaction\" DROP COLUMN \"category_user_old\";\n\nCOMMIT;" }, { "path": "prisma/migrations/20240118234302_remove_finicity_investment_transaction_categories/migration.sql", "content": "-- AlterTable\nALTER TABLE \"investment_transaction\"\n RENAME COLUMN \"category\" TO \"category_old\";\n\nDROP VIEW IF EXISTS holdings_enriched;\n\nALTER TABLE \"investment_transaction\"\nADD COLUMN \"category\" \"InvestmentTransactionCategory\" NOT NULL GENERATED ALWAYS AS (\n CASE\n WHEN \"plaid_type\" = 'buy' THEN 'buy'::\"InvestmentTransactionCategory\"\n WHEN \"plaid_type\" = 'sell' THEN 'sell'::\"InvestmentTransactionCategory\"\n WHEN \"plaid_subtype\" IN ('dividend', 'qualified dividend', 'non-qualified dividend') THEN 'dividend'::\"InvestmentTransactionCategory\"\n WHEN \"plaid_subtype\" IN ('non-resident tax', 'tax', 'tax withheld') THEN 'tax'::\"InvestmentTransactionCategory\"\n WHEN \"plaid_type\" = 'fee' OR \"plaid_subtype\" IN ('account fee', 'legal fee', 'management fee', 'margin expense', 'transfer fee', 'trust fee') THEN 'fee'::\"InvestmentTransactionCategory\"\n WHEN \"plaid_type\" = 'cash' THEN 'transfer'::\"InvestmentTransactionCategory\"\n WHEN \"plaid_type\" = 'cancel' THEN 'cancel'::\"InvestmentTransactionCategory\"\n\n ELSE 'other'::\"InvestmentTransactionCategory\"\n END\n) STORED;\n\nCREATE OR REPLACE VIEW holdings_enriched AS (\n SELECT\n h.id,\n h.account_id,\n h.security_id,\n h.quantity,\n COALESCE(pricing_latest.price_close * h.quantity * COALESCE(s.shares_per_contract, 1), h.value) AS \"value\",\n COALESCE(h.cost_basis, tcb.cost_basis * h.quantity) AS \"cost_basis\",\n COALESCE(h.cost_basis / h.quantity / COALESCE(s.shares_per_contract, 1), tcb.cost_basis) AS \"cost_basis_per_share\",\n pricing_latest.price_close AS \"price\",\n pricing_prev.price_close AS \"price_prev\",\n h.excluded\n FROM\n holding h\n INNER JOIN security s ON s.id = h.security_id\n -- latest security pricing\n LEFT JOIN LATERAL (\n SELECT\n price_close\n FROM\n security_pricing\n WHERE\n security_id = h.security_id\n ORDER BY\n date DESC\n LIMIT 1\n ) pricing_latest ON true\n -- previous security pricing (for computing daily ∆)\n LEFT JOIN LATERAL (\n SELECT\n price_close\n FROM\n security_pricing\n WHERE\n security_id = h.security_id\n ORDER BY\n date DESC\n LIMIT 1\n OFFSET 1\n ) pricing_prev ON true\n -- calculate cost basis from transactions\n LEFT JOIN (\n SELECT\n it.account_id,\n it.security_id,\n SUM(it.quantity * it.price) / SUM(it.quantity) AS cost_basis\n FROM\n investment_transaction it\n WHERE\n it.plaid_type = 'buy'\n AND it.quantity > 0\n GROUP BY\n it.account_id,\n it.security_id\n ) tcb ON tcb.account_id = h.account_id AND tcb.security_id = s.id\n);\n\nALTER TABLE \"investment_transaction\" DROP COLUMN \"category_old\";\n" }, { "path": "prisma/migrations/20240118234302_remove_finicity_transaction_categories/migration.sql", "content": "-- AlterTable\nALTER TABLE \"transaction\"\n RENAME COLUMN \"category\" TO \"category_old\";\nALTER TABLE \"transaction\"\n RENAME COLUMN \"category_user\" TO \"category_user_old\";\n\nDROP VIEW IF EXISTS transactions_enriched;\n\nALTER TABLE \"transaction\" ADD COLUMN \"category_user\" TEXT;\n\nALTER TABLE \"transaction\"\n ADD COLUMN \"category\" TEXT NOT NULL GENERATED ALWAYS AS (COALESCE(category_user,\nCASE\n WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'INCOME'::text) THEN 'Income'::text\n WHEN ((plaid_personal_finance_category ->> 'detailed'::text) = ANY (ARRAY['LOAN_PAYMENTS_MORTGAGE_PAYMENT'::text, 'RENT_AND_UTILITIES_RENT'::text])) THEN 'Housing Payments'::text\n WHEN ((plaid_personal_finance_category ->> 'detailed'::text) = 'LOAN_PAYMENTS_CAR_PAYMENT'::text) THEN 'Vehicle Payments'::text\n WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'LOAN_PAYMENTS'::text) THEN 'Other Payments'::text\n WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'HOME_IMPROVEMENT'::text) THEN 'Home Improvement'::text\n WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'GENERAL_MERCHANDISE'::text) THEN 'Shopping'::text\n WHEN (((plaid_personal_finance_category ->> 'primary'::text) = 'RENT_AND_UTILITIES'::text) AND ((plaid_personal_finance_category ->> 'detailed'::text) <> 'RENT_AND_UTILITIES_RENT'::text)) THEN 'Utilities'::text\n WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'FOOD_AND_DRINK'::text) THEN 'Food and Drink'::text\n WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'TRANSPORTATION'::text) THEN 'Transportation'::text\n WHEN ((plaid_personal_finance_category ->> 'primary'::text) = 'TRAVEL'::text) THEN 'Travel'::text\n WHEN (((plaid_personal_finance_category ->> 'primary'::text) = ANY (ARRAY['PERSONAL_CARE'::text, 'MEDICAL'::text])) AND ((plaid_personal_finance_category ->> 'detailed'::text) <> 'MEDICAL_VETERINARY_SERVICES'::text)) THEN 'Health'::text\n WHEN (teller_category = 'income'::text) THEN 'Income'::text\n WHEN (teller_category = 'home'::text) THEN 'Home Improvement'::text\n WHEN (teller_category = ANY (ARRAY['phone'::text, 'utilities'::text])) THEN 'Utilities'::text\n WHEN (teller_category = ANY (ARRAY['dining'::text, 'bar'::text, 'groceries'::text])) THEN 'Food and Drink'::text\n WHEN (teller_category = ANY (ARRAY['clothing'::text, 'entertainment'::text, 'shopping'::text, 'electronics'::text, 'software'::text, 'sport'::text])) THEN 'Shopping'::text\n WHEN (teller_category = ANY (ARRAY['transportation'::text, 'fuel'::text])) THEN 'Transportation'::text\n WHEN (teller_category = ANY (ARRAY['accommodation'::text, 'transport'::text])) THEN 'Travel'::text\n WHEN (teller_category = 'health'::text) THEN 'Health'::text\n WHEN (teller_category = ANY (ARRAY['loan'::text, 'tax'::text, 'insurance'::text, 'office'::text])) THEN 'Other Payments'::text\n ELSE 'Other'::text\nEND)) STORED;\n\nCREATE OR REPLACE VIEW transactions_enriched AS (\n SELECT\n t.id,\n t.created_at as \"createdAt\",\n t.updated_at as \"updatedAt\",\n t.name,\n t.account_id as \"accountId\",\n t.date,\n t.flow,\n COALESCE(\n t.type_user,\n CASE\n -- no matching transaction\n WHEN t.match_id IS NULL THEN (\n CASE\n t.flow\n WHEN 'INFLOW' THEN (\n CASE\n a.classification\n WHEN 'asset' THEN 'INCOME' :: \"TransactionType\"\n WHEN 'liability' THEN 'PAYMENT' :: \"TransactionType\"\n END\n )\n WHEN 'OUTFLOW' THEN 'EXPENSE' :: \"TransactionType\"\n END\n ) -- has matching transaction\n ELSE (\n CASE\n a.classification\n WHEN 'asset' THEN 'TRANSFER' :: \"TransactionType\"\n WHEN 'liability' THEN 'PAYMENT' :: \"TransactionType\"\n END\n )\n END\n ) AS \"type\",\n t.type_user as \"typeUser\",\n t.amount,\n t.currency_code as \"currencyCode\",\n t.pending,\n t.merchant_name as \"merchantName\",\n t.category,\n t.category_user as \"categoryUser\",\n t.excluded,\n t.match_id as \"matchId\",\n COALESCE(ac.user_id, a.user_id) as \"userId\",\n a.classification as \"accountClassification\",\n a.type as \"accountType\"\n FROM\n transaction t\n inner join account a on a.id = t.account_id\n left join account_connection ac on a.account_connection_id = ac.id\n);\n\nALTER TABLE \"transaction\" DROP COLUMN \"category_old\";\nALTER TABLE \"transaction\" DROP COLUMN \"category_user_old\";\n" }, { "path": "prisma/migrations/20240118234303_remove_finicity_usage/migration.sql", "content": "/*\n Warnings:\n\n - The values [finicity] on the enum `AccountConnectionType` will be removed. If these variants are still used in the database, this will fail.\n - The values [finicity] on the enum `AccountProvider` will be removed. If these variants are still used in the database, this will fail.\n - The values [FINICITY] on the enum `Provider` will be removed. If these variants are still used in the database, this will fail.\n - You are about to drop the column `finicity_account_id` on the `account` table. All the data in the column will be lost.\n - You are about to drop the column `finicity_detail` on the `account` table. All the data in the column will be lost.\n - You are about to drop the column `finicity_type` on the `account` table. All the data in the column will be lost.\n - You are about to drop the column `finicity_error` on the `account_connection` table. All the data in the column will be lost.\n - You are about to drop the column `finicity_institution_id` on the `account_connection` table. All the data in the column will be lost.\n - You are about to drop the column `finicity_institution_login_id` on the `account_connection` table. All the data in the column will be lost.\n - You are about to drop the column `finicity_position_id` on the `holding` table. All the data in the column will be lost.\n - You are about to drop the column `finicity_investment_transaction_type` on the `investment_transaction` table. All the data in the column will be lost.\n - You are about to drop the column `finicity_transaction_id` on the `investment_transaction` table. All the data in the column will be lost.\n - You are about to drop the column `finicity_asset_class` on the `security` table. All the data in the column will be lost.\n - You are about to drop the column `finicity_fi_asset_class` on the `security` table. All the data in the column will be lost.\n - You are about to drop the column `finicity_security_id` on the `security` table. All the data in the column will be lost.\n - You are about to drop the column `finicity_security_id_type` on the `security` table. All the data in the column will be lost.\n - You are about to drop the column `finicity_type` on the `security` table. All the data in the column will be lost.\n - You are about to drop the column `finicity_categorization` on the `transaction` table. All the data in the column will be lost.\n - You are about to drop the column `finicity_transaction_id` on the `transaction` table. All the data in the column will be lost.\n - You are about to drop the column `finicity_type` on the `transaction` table. All the data in the column will be lost.\n - You are about to drop the column `finicity_customer_id` on the `user` table. All the data in the column will be lost.\n - You are about to drop the column `finicity_username` on the `user` table. All the data in the column will be lost.\n\n*/\n-- AlterEnum\nBEGIN;\nCREATE TYPE \"AccountConnectionType_new\" AS ENUM ('plaid', 'teller');\nALTER TABLE \"account_connection\" ALTER COLUMN \"type\" TYPE \"AccountConnectionType_new\" USING (\"type\"::text::\"AccountConnectionType_new\");\nALTER TYPE \"AccountConnectionType\" RENAME TO \"AccountConnectionType_old\";\nALTER TYPE \"AccountConnectionType_new\" RENAME TO \"AccountConnectionType\";\nDROP TYPE \"AccountConnectionType_old\";\nCOMMIT;\n\n-- AlterEnum\nBEGIN;\nCREATE TYPE \"AccountProvider_new\" AS ENUM ('user', 'plaid', 'teller');\nALTER TABLE \"account\" ALTER COLUMN \"provider\" TYPE \"AccountProvider_new\" USING (\"provider\"::text::\"AccountProvider_new\");\nALTER TYPE \"AccountProvider\" RENAME TO \"AccountProvider_old\";\nALTER TYPE \"AccountProvider_new\" RENAME TO \"AccountProvider\";\nDROP TYPE \"AccountProvider_old\";\nCOMMIT;\n\n-- AlterEnum\nBEGIN;\nCREATE TYPE \"Provider_new\" AS ENUM ('PLAID', 'TELLER');\nALTER TABLE \"provider_institution\" ALTER COLUMN \"provider\" TYPE \"Provider_new\" USING (\"provider\"::text::\"Provider_new\");\nALTER TYPE \"Provider\" RENAME TO \"Provider_old\";\nALTER TYPE \"Provider_new\" RENAME TO \"Provider\";\nDROP TYPE \"Provider_old\";\nCOMMIT;\n\n-- DropIndex\nDROP INDEX \"account_account_connection_id_finicity_account_id_key\";\n\n-- DropIndex\nDROP INDEX \"holding_finicity_position_id_key\";\n\n-- DropIndex\nDROP INDEX \"investment_transaction_finicity_transaction_id_key\";\n\n-- DropIndex\nDROP INDEX \"security_finicity_security_id_finicity_security_id_type_key\";\n\n-- DropIndex\nDROP INDEX \"transaction_finicity_transaction_id_key\";\n\n-- DropIndex\nDROP INDEX \"user_finicity_customer_id_key\";\n\n-- DropIndex\nDROP INDEX \"user_finicity_username_key\";\n\n-- AlterTable\nALTER TABLE \"account\" DROP COLUMN \"finicity_account_id\",\nDROP COLUMN \"finicity_detail\",\nDROP COLUMN \"finicity_type\";\n\n-- AlterTable\nALTER TABLE \"account_connection\" DROP COLUMN \"finicity_error\",\nDROP COLUMN \"finicity_institution_id\",\nDROP COLUMN \"finicity_institution_login_id\";\n\n-- AlterTable\nALTER TABLE \"holding\" DROP COLUMN \"finicity_position_id\";\n\n-- AlterTable\nALTER TABLE \"investment_transaction\" DROP COLUMN \"finicity_investment_transaction_type\",\nDROP COLUMN \"finicity_transaction_id\";\n\n-- AlterTable\nALTER TABLE \"security\" DROP COLUMN \"finicity_asset_class\",\nDROP COLUMN \"finicity_fi_asset_class\",\nDROP COLUMN \"finicity_security_id\",\nDROP COLUMN \"finicity_security_id_type\",\nDROP COLUMN \"finicity_type\";\n\n-- AlterTable\nALTER TABLE \"transaction\" DROP COLUMN \"finicity_categorization\",\nDROP COLUMN \"finicity_transaction_id\",\nDROP COLUMN \"finicity_type\";\n\n-- AlterTable\nALTER TABLE \"user\" DROP COLUMN \"finicity_customer_id\",\nDROP COLUMN \"finicity_username\";\n" }, { "path": "prisma/migrations/20240120213022_remove_transaction_category_generation/migration.sql", "content": "-- AlterTable\nALTER TABLE \"transaction\"\n RENAME COLUMN \"category\" TO \"category_old\";\n\nDROP VIEW IF EXISTS transactions_enriched;\n\nALTER TABLE \"transaction\"\n ADD COLUMN \"category\" TEXT NOT NULL DEFAULT 'Other'::text;\n\nCREATE OR REPLACE VIEW transactions_enriched AS (\n SELECT\n t.id,\n t.created_at as \"createdAt\",\n t.updated_at as \"updatedAt\",\n t.name,\n t.account_id as \"accountId\",\n t.date,\n t.flow,\n COALESCE(\n t.type_user,\n CASE\n -- no matching transaction\n WHEN t.match_id IS NULL THEN (\n CASE\n t.flow\n WHEN 'INFLOW' THEN (\n CASE\n a.classification\n WHEN 'asset' THEN 'INCOME' :: \"TransactionType\"\n WHEN 'liability' THEN 'PAYMENT' :: \"TransactionType\"\n END\n )\n WHEN 'OUTFLOW' THEN 'EXPENSE' :: \"TransactionType\"\n END\n ) -- has matching transaction\n ELSE (\n CASE\n a.classification\n WHEN 'asset' THEN 'TRANSFER' :: \"TransactionType\"\n WHEN 'liability' THEN 'PAYMENT' :: \"TransactionType\"\n END\n )\n END\n ) AS \"type\",\n t.type_user as \"typeUser\",\n t.amount,\n t.currency_code as \"currencyCode\",\n t.pending,\n t.merchant_name as \"merchantName\",\n t.category,\n t.category_user as \"categoryUser\",\n t.excluded,\n t.match_id as \"matchId\",\n COALESCE(ac.user_id, a.user_id) as \"userId\",\n a.classification as \"accountClassification\",\n a.type as \"accountType\"\n FROM\n transaction t\n inner join account a on a.id = t.account_id\n left join account_connection ac on a.account_connection_id = ac.id\n);\n\nALTER TABLE \"transaction\" DROP COLUMN \"category_old\";\n" }, { "path": "prisma/migrations/20240120215821_remove_investment_transaction_category_generation/migration.sql", "content": "-- AlterTable\nALTER TABLE \"investment_transaction\"\n RENAME COLUMN \"category\" TO \"category_old\";\n\nDROP VIEW IF EXISTS holdings_enriched;\n\nALTER TABLE \"investment_transaction\"\n ADD COLUMN \"category\" \"InvestmentTransactionCategory\" NOT NULL DEFAULT 'other'::\"InvestmentTransactionCategory\";\n\nCREATE OR REPLACE VIEW holdings_enriched AS (\n SELECT\n h.id,\n h.account_id,\n h.security_id,\n h.quantity,\n COALESCE(pricing_latest.price_close * h.quantity * COALESCE(s.shares_per_contract, 1), h.value) AS \"value\",\n COALESCE(h.cost_basis, tcb.cost_basis * h.quantity) AS \"cost_basis\",\n COALESCE(h.cost_basis / h.quantity / COALESCE(s.shares_per_contract, 1), tcb.cost_basis) AS \"cost_basis_per_share\",\n pricing_latest.price_close AS \"price\",\n pricing_prev.price_close AS \"price_prev\",\n h.excluded\n FROM\n holding h\n INNER JOIN security s ON s.id = h.security_id\n -- latest security pricing\n LEFT JOIN LATERAL (\n SELECT\n price_close\n FROM\n security_pricing\n WHERE\n security_id = h.security_id\n ORDER BY\n date DESC\n LIMIT 1\n ) pricing_latest ON true\n -- previous security pricing (for computing daily ∆)\n LEFT JOIN LATERAL (\n SELECT\n price_close\n FROM\n security_pricing\n WHERE\n security_id = h.security_id\n ORDER BY\n date DESC\n LIMIT 1\n OFFSET 1\n ) pricing_prev ON true\n -- calculate cost basis from transactions\n LEFT JOIN (\n SELECT\n it.account_id,\n it.security_id,\n SUM(it.quantity * it.price) / SUM(it.quantity) AS cost_basis\n FROM\n investment_transaction it\n WHERE\n it.category = 'buy'\n AND it.quantity > 0\n GROUP BY\n it.account_id,\n it.security_id\n ) tcb ON tcb.account_id = h.account_id AND tcb.security_id = s.id\n);\n\nCREATE OR REPLACE FUNCTION calculate_return_dietz(p_account_id account.id%type, p_start date, p_end date, out percentage numeric, out amount numeric) AS $$\n DECLARE\n v_start date := GREATEST(p_start, (SELECT MIN(date) FROM account_balance WHERE account_id = p_account_id));\n v_end date := p_end;\n v_days int := v_end - v_start;\n BEGIN\n SELECT\n ROUND((b1.balance - b0.balance - flows.net) / NULLIF(b0.balance + flows.weighted, 0), 4) AS \"percentage\",\n b1.balance - b0.balance - flows.net AS \"amount\"\n INTO\n percentage, amount\n FROM\n account a\n LEFT JOIN LATERAL (\n SELECT\n COALESCE(SUM(-fw.flow), 0) AS \"net\",\n COALESCE(SUM(-fw.flow * fw.weight), 0) AS \"weighted\"\n FROM (\n SELECT\n SUM(it.amount) AS flow,\n (v_days - (it.date - v_start))::numeric / v_days AS weight\n FROM\n investment_transaction it\n WHERE\n it.account_id = a.id\n AND it.date BETWEEN v_start AND v_end\n -- filter for investment_transactions that represent external flows\n AND it.category = 'transfer'\n GROUP BY\n it.date\n ) fw\n ) flows ON TRUE\n LEFT JOIN LATERAL (\n SELECT\n ab.balance AS \"balance\"\n FROM\n account_balance ab\n WHERE\n ab.account_id = a.id AND ab.date <= v_start\n ORDER BY\n ab.date DESC\n LIMIT 1\n ) b0 ON TRUE\n LEFT JOIN LATERAL (\n SELECT\n COALESCE(ab.balance, a.current_balance) AS \"balance\"\n FROM\n account_balance ab\n WHERE\n ab.account_id = a.id AND ab.date <= v_end\n ORDER BY\n ab.date DESC\n LIMIT 1\n ) b1 ON TRUE\n WHERE\n a.id = p_account_id;\n END;\n$$ LANGUAGE plpgsql STABLE;\n\nALTER TABLE \"investment_transaction\"\n DROP COLUMN \"category_old\";\n" }, { "path": "prisma/migrations/20240121003016_add_asset_class_to_security/migration.sql", "content": "-- CreateEnum\nCREATE TYPE \"AssetClass\" AS ENUM ('cash', 'crypto', 'fixed_income', 'stocks', 'other');\n\n-- AlterTable\nALTER TABLE \"security\"\n ADD COLUMN \"asset_class\" \"AssetClass\" NOT NULL DEFAULT 'other';\n" }, { "path": "prisma/migrations/20240121011219_add_provider_name_to_security/migration.sql", "content": "-- CreateEnum\nCREATE TYPE \"SecurityProvider\" AS ENUM ('polygon', 'other');\n\n-- AlterTable\nALTER TABLE \"security\" ADD COLUMN \"provider_name\" \"SecurityProvider\" DEFAULT 'other';\n" }, { "path": "prisma/migrations/20240121013630_add_exchange_info_to_security/migration.sql", "content": "-- AlterTable\nALTER TABLE \"security\" ADD COLUMN \"exchange_acronym\" TEXT,\nADD COLUMN \"exchange_mic\" TEXT,\nADD COLUMN \"exchange_name\" TEXT;\n" }, { "path": "prisma/migrations/20240121084645_create_unique_fields_for_security/migration.sql", "content": "ALTER TABLE security\nADD UNIQUE (symbol, exchange_mic);\n" }, { "path": "prisma/migrations/20240121204146_add_auth_user_role/migration.sql", "content": "-- CreateEnum\nCREATE TYPE \"AuthUserRole\" AS ENUM ('user', 'admin', 'ci');\n\n-- AlterTable\nALTER TABLE \"auth_user\" ADD COLUMN \"role\" \"AuthUserRole\" NOT NULL DEFAULT 'user';\n" }, { "path": "prisma/migrations/20240124090855_add_options_asset_class/migration.sql", "content": "-- AlterEnum\nALTER TYPE \"AssetClass\" ADD VALUE 'options';\n" }, { "path": "prisma/migrations/20240124102931_remove_plaid_usage/migration.sql", "content": "/*\n Warnings:\n\n - The values [plaid] on the enum `AccountConnectionType` will be removed. If these variants are still used in the database, this will fail.\n - The values [plaid] on the enum `AccountProvider` will be removed. If these variants are still used in the database, this will fail.\n - The values [PLAID] on the enum `Provider` will be removed. If these variants are still used in the database, this will fail.\n - You are about to drop the column `plaid_account_id` on the `account` table. All the data in the column will be lost.\n - You are about to drop the column `plaid_liability` on the `account` table. All the data in the column will be lost.\n - You are about to drop the column `plaid_subtype` on the `account` table. All the data in the column will be lost.\n - You are about to drop the column `plaid_type` on the `account` table. All the data in the column will be lost.\n - You are about to drop the column `plaid_access_token` on the `account_connection` table. All the data in the column will be lost.\n - You are about to drop the column `plaid_consent_expiration` on the `account_connection` table. All the data in the column will be lost.\n - You are about to drop the column `plaid_error` on the `account_connection` table. All the data in the column will be lost.\n - You are about to drop the column `plaid_institution_id` on the `account_connection` table. All the data in the column will be lost.\n - You are about to drop the column `plaid_item_id` on the `account_connection` table. All the data in the column will be lost.\n - You are about to drop the column `plaid_new_accounts_available` on the `account_connection` table. All the data in the column will be lost.\n - You are about to drop the column `plaid_holding_id` on the `holding` table. All the data in the column will be lost.\n - You are about to drop the column `plaid_investment_transaction_id` on the `investment_transaction` table. All the data in the column will be lost.\n - You are about to drop the column `plaid_subtype` on the `investment_transaction` table. All the data in the column will be lost.\n - You are about to drop the column `plaid_type` on the `investment_transaction` table. All the data in the column will be lost.\n - You are about to drop the column `plaid_is_cash_equivalent` on the `security` table. All the data in the column will be lost.\n - You are about to drop the column `plaid_security_id` on the `security` table. All the data in the column will be lost.\n - You are about to drop the column `plaid_type` on the `security` table. All the data in the column will be lost.\n - You are about to drop the column `plaid_category` on the `transaction` table. All the data in the column will be lost.\n - You are about to drop the column `plaid_category_id` on the `transaction` table. All the data in the column will be lost.\n - You are about to drop the column `plaid_personal_finance_category` on the `transaction` table. All the data in the column will be lost.\n - You are about to drop the column `plaid_transaction_id` on the `transaction` table. All the data in the column will be lost.\n - You are about to drop the column `plaid_link_token` on the `user` table. All the data in the column will be lost.\n\n*/\n-- AlterEnum\nBEGIN;\nCREATE TYPE \"AccountConnectionType_new\" AS ENUM ('teller');\nALTER TABLE \"account_connection\" ALTER COLUMN \"type\" TYPE \"AccountConnectionType_new\" USING (\"type\"::text::\"AccountConnectionType_new\");\nALTER TYPE \"AccountConnectionType\" RENAME TO \"AccountConnectionType_old\";\nALTER TYPE \"AccountConnectionType_new\" RENAME TO \"AccountConnectionType\";\nDROP TYPE \"AccountConnectionType_old\";\nCOMMIT;\n\n-- AlterEnum\nBEGIN;\nCREATE TYPE \"AccountProvider_new\" AS ENUM ('user', 'teller');\nALTER TABLE \"account\" ALTER COLUMN \"provider\" TYPE \"AccountProvider_new\" USING (\"provider\"::text::\"AccountProvider_new\");\nALTER TYPE \"AccountProvider\" RENAME TO \"AccountProvider_old\";\nALTER TYPE \"AccountProvider_new\" RENAME TO \"AccountProvider\";\nDROP TYPE \"AccountProvider_old\";\nCOMMIT;\n\n-- AlterEnum\nBEGIN;\nCREATE TYPE \"Provider_new\" AS ENUM ('TELLER');\nALTER TABLE \"provider_institution\" ALTER COLUMN \"provider\" TYPE \"Provider_new\" USING (\"provider\"::text::\"Provider_new\");\nALTER TYPE \"Provider\" RENAME TO \"Provider_old\";\nALTER TYPE \"Provider_new\" RENAME TO \"Provider\";\nDROP TYPE \"Provider_old\";\nCOMMIT;\n\n-- DropIndex\nDROP INDEX \"account_account_connection_id_plaid_account_id_key\";\n\n-- DropIndex\nDROP INDEX \"account_connection_plaid_item_id_key\";\n\n-- DropIndex\nDROP INDEX \"holding_plaid_holding_id_key\";\n\n-- DropIndex\nDROP INDEX \"investment_transaction_plaid_investment_transaction_id_key\";\n\n-- DropIndex\nDROP INDEX \"security_plaid_security_id_key\";\n\n-- DropIndex\nDROP INDEX \"transaction_plaid_transaction_id_key\";\n\n-- AlterTable\nALTER TABLE \"account\" DROP COLUMN \"plaid_account_id\",\nDROP COLUMN \"plaid_liability\",\nDROP COLUMN \"plaid_subtype\",\nDROP COLUMN \"plaid_type\";\n\n-- AlterTable\nALTER TABLE \"account_connection\" DROP COLUMN \"plaid_access_token\",\nDROP COLUMN \"plaid_consent_expiration\",\nDROP COLUMN \"plaid_error\",\nDROP COLUMN \"plaid_institution_id\",\nDROP COLUMN \"plaid_item_id\",\nDROP COLUMN \"plaid_new_accounts_available\";\n\n-- AlterTable\nALTER TABLE \"holding\" DROP COLUMN \"plaid_holding_id\";\n\n-- AlterTable\nALTER TABLE \"investment_transaction\" DROP COLUMN \"plaid_investment_transaction_id\",\nDROP COLUMN \"plaid_subtype\",\nDROP COLUMN \"plaid_type\";\n\n-- AlterTable\nALTER TABLE \"security\" DROP COLUMN \"plaid_is_cash_equivalent\",\nDROP COLUMN \"plaid_security_id\",\nDROP COLUMN \"plaid_type\";\n\n-- AlterTable\nALTER TABLE \"transaction\" DROP COLUMN \"plaid_category\",\nDROP COLUMN \"plaid_category_id\",\nDROP COLUMN \"plaid_personal_finance_category\",\nDROP COLUMN \"plaid_transaction_id\";\n\n-- AlterTable\nALTER TABLE \"user\" DROP COLUMN \"plaid_link_token\";\n" }, { "path": "prisma/migrations/migration_lock.toml", "content": "# Please do not edit this file manually\n# It should be added in your version-control system (i.e. Git)\nprovider = \"postgresql\"" }, { "path": "prisma/schema.prisma", "content": "// Schema follows Prisma naming conventions\n// https://www.prisma.io/docs/reference/api-reference/prisma-schema-reference#naming-conventions\n\ngenerator client {\n provider = \"prisma-client-js\"\n previewFeatures = [\"fullTextSearch\", \"tracing\"]\n binaryTargets = [\"native\", \"linux-musl\", \"debian-openssl-1.1.x\"]\n}\n\ndatasource db {\n provider = \"postgresql\"\n url = env(\"NX_DATABASE_URL\")\n}\n\n// hypertable\nmodel AccountBalance {\n createdAt DateTime @default(now()) @map(\"created_at\") @db.Timestamptz(6)\n updatedAt DateTime @default(now()) @updatedAt @map(\"updated_at\") @db.Timestamptz(6)\n account Account @relation(fields: [accountId], references: [id], onDelete: Cascade)\n accountId Int @map(\"account_id\")\n date DateTime @db.Date\n balance Decimal @db.Decimal(19, 4)\n inflows Decimal? @default(0) @db.Decimal(19, 4)\n outflows Decimal? @default(0) @db.Decimal(19, 4)\n\n @@id([accountId, date])\n @@index([date])\n @@map(\"account_balance\")\n}\n\nenum AccountConnectionStatus {\n OK\n ERROR\n DISCONNECTED\n}\n\nenum AccountSyncStatus {\n IDLE\n PENDING\n SYNCING\n}\n\nenum AccountConnectionType {\n teller\n}\n\nmodel AccountConnection {\n id Int @id @default(autoincrement())\n createdAt DateTime @default(now()) @map(\"created_at\") @db.Timestamptz(6)\n updatedAt DateTime @default(now()) @updatedAt @map(\"updated_at\") @db.Timestamptz(6)\n user User @relation(fields: [userId], references: [id], onDelete: Cascade)\n userId Int @map(\"user_id\")\n name String\n type AccountConnectionType\n status AccountConnectionStatus @default(OK)\n syncStatus AccountSyncStatus @default(IDLE) @map(\"sync_status\")\n\n // teller data\n tellerAccessToken String? @map(\"teller_access_token\")\n tellerEnrollmentId String? @map(\"teller_enrollment_id\")\n tellerInstitutionId String? @map(\"teller_institution_id\")\n tellerError Json? @map(\"teller_error\")\n\n accounts Account[]\n\n @@index([userId])\n @@map(\"account_connection\")\n}\n\nenum AccountType {\n INVESTMENT\n DEPOSITORY\n CREDIT\n LOAN\n PROPERTY\n VEHICLE\n OTHER_ASSET\n OTHER_LIABILITY\n}\n\nenum AccountCategory {\n cash\n investment\n crypto\n property\n vehicle\n valuable\n loan\n credit\n other\n}\n\nenum AccountProvider {\n user\n teller\n}\n\nenum AccountBalanceStrategy {\n current\n available\n sum\n difference\n}\n\nmodel Account {\n id Int @id @default(autoincrement())\n createdAt DateTime @default(now()) @map(\"created_at\") @db.Timestamptz(6)\n updatedAt DateTime @default(now()) @updatedAt @map(\"updated_at\") @db.Timestamptz(6)\n startDate DateTime? @map(\"start_date\") @db.Date\n type AccountType\n provider AccountProvider\n classification AccountClassification @default(dbgenerated(\"\\nCASE\\n WHEN (type = ANY (ARRAY['INVESTMENT'::\\\"AccountType\\\", 'DEPOSITORY'::\\\"AccountType\\\", 'PROPERTY'::\\\"AccountType\\\", 'VEHICLE'::\\\"AccountType\\\", 'OTHER_ASSET'::\\\"AccountType\\\"])) THEN 'asset'::\\\"AccountClassification\\\"\\n WHEN (type = ANY (ARRAY['CREDIT'::\\\"AccountType\\\", 'LOAN'::\\\"AccountType\\\", 'OTHER_LIABILITY'::\\\"AccountType\\\"])) THEN 'liability'::\\\"AccountClassification\\\"\\n ELSE NULL::\\\"AccountClassification\\\"\\nEND\"))\n category AccountCategory @default(dbgenerated(\"COALESCE(category_user, category_provider, 'other'::\\\"AccountCategory\\\")\"))\n categoryProvider AccountCategory? @map(\"category_provider\")\n categoryUser AccountCategory? @map(\"category_user\")\n subcategory String @default(dbgenerated())\n subcategoryProvider String? @map(\"subcategory_provider\")\n subcategoryUser String? @map(\"subcategory_user\")\n accountConnection AccountConnection? @relation(fields: [accountConnectionId], references: [id], onDelete: Cascade)\n accountConnectionId Int? @map(\"account_connection_id\")\n user User? @relation(fields: [userId], references: [id], onDelete: Cascade)\n userId Int? @map(\"user_id\")\n name String\n mask String?\n isActive Boolean @default(true) @map(\"is_active\")\n syncStatus AccountSyncStatus @default(IDLE) @map(\"sync_status\")\n currencyCode String @default(\"USD\") @map(\"currency_code\")\n currentBalance Decimal? @default(dbgenerated()) @map(\"current_balance\") @db.Decimal(19, 4)\n currentBalanceProvider Decimal? @map(\"current_balance_provider\") @db.Decimal(19, 4)\n currentBalanceStrategy AccountBalanceStrategy @default(current) @map(\"current_balance_strategy\")\n availableBalance Decimal? @default(dbgenerated()) @map(\"available_balance\") @db.Decimal(19, 4)\n availableBalanceProvider Decimal? @map(\"available_balance_provider\") @db.Decimal(19, 4)\n availableBalanceStrategy AccountBalanceStrategy @default(available) @map(\"available_balance_strategy\")\n\n // teller data\n tellerAccountId String? @map(\"teller_account_id\")\n tellerType String? @map(\"teller_type\")\n tellerSubtype String? @map(\"teller_subtype\")\n\n // manual account data\n vehicleMeta Json? @map(\"vehicle_meta\") @db.JsonB\n propertyMeta Json? @map(\"property_meta\") @db.JsonB\n\n loan Json? @default(dbgenerated()) @db.JsonB\n loanUser Json? @map(\"loan_user\") @db.JsonB\n loanProvider Json? @map(\"loan_provider\") @db.JsonB\n\n credit Json? @default(dbgenerated()) @db.JsonB\n creditUser Json? @map(\"credit_user\") @db.JsonB\n creditProvider Json? @map(\"credit_provider\") @db.JsonB\n\n balances AccountBalance[]\n transactions Transaction[]\n valuations Valuation[]\n holdings Holding[]\n investmentTransactions InvestmentTransaction[]\n\n @@unique([accountConnectionId, tellerAccountId])\n @@index([accountConnectionId])\n @@index([userId])\n @@map(\"account\")\n}\n\nenum AccountClassification {\n asset\n liability\n}\n\nmodel Holding {\n id Int @id @default(autoincrement())\n createdAt DateTime @default(now()) @map(\"created_at\") @db.Timestamptz(6)\n updatedAt DateTime @default(now()) @updatedAt @map(\"updated_at\") @db.Timestamptz(6)\n account Account @relation(fields: [accountId], references: [id], onDelete: Cascade)\n accountId Int @map(\"account_id\")\n security Security @relation(fields: [securityId], references: [id], onDelete: Cascade)\n securityId Int @map(\"security_id\")\n value Decimal @db.Decimal(19, 4)\n quantity Decimal @db.Decimal(36, 18)\n costBasis Decimal? @default(dbgenerated()) @map(\"cost_basis\") @db.Decimal(23, 8)\n costBasisProvider Decimal? @map(\"cost_basis_provider\") @db.Decimal(23, 8)\n costBasisUser Decimal? @map(\"cost_basis_user\") @db.Decimal(23, 8)\n currencyCode String @default(\"USD\") @map(\"currency_code\")\n excluded Boolean @default(false)\n\n @@map(\"holding\")\n}\n\nenum InvestmentTransactionCategory {\n buy\n sell\n dividend\n transfer\n tax\n fee\n cancel\n other\n}\n\nmodel InvestmentTransaction {\n id Int @id @default(autoincrement())\n createdAt DateTime @default(now()) @map(\"created_at\") @db.Timestamptz(6)\n updatedAt DateTime @default(now()) @updatedAt @map(\"updated_at\") @db.Timestamptz(6)\n account Account @relation(fields: [accountId], references: [id], onDelete: Cascade)\n accountId Int @map(\"account_id\")\n security Security? @relation(fields: [securityId], references: [id], onDelete: Cascade)\n securityId Int? @map(\"security_id\")\n date DateTime @db.Date\n name String\n amount Decimal @db.Decimal(19, 4)\n fees Decimal? @db.Decimal(19, 4)\n flow TransactionFlow @default(dbgenerated(\"\\nCASE\\n WHEN (amount < (0)::numeric) THEN 'INFLOW'::\\\"TransactionFlow\\\"\\n ELSE 'OUTFLOW'::\\\"TransactionFlow\\\"\\nEND\"))\n quantity Decimal @db.Decimal(36, 18)\n price Decimal @db.Decimal(23, 8)\n currencyCode String @default(\"USD\") @map(\"currency_code\")\n category InvestmentTransactionCategory @default(other)\n\n @@index([accountId, date])\n @@map(\"investment_transaction\")\n}\n\nenum SecurityProvider {\n polygon\n other\n}\n\nenum AssetClass {\n cash\n crypto\n fixed_income\n options\n stocks\n other\n}\n\nmodel Security {\n id Int @id @default(autoincrement())\n createdAt DateTime @default(now()) @map(\"created_at\") @db.Timestamptz(6)\n updatedAt DateTime @default(now()) @updatedAt @map(\"updated_at\") @db.Timestamptz(6)\n name String?\n symbol String?\n cusip String?\n isin String?\n sharesPerContract Decimal? @map(\"shares_per_contract\") @db.Decimal(36, 18)\n currencyCode String @default(\"USD\") @map(\"currency_code\")\n pricingLastSyncedAt DateTime? @map(\"pricing_last_synced_at\") @db.Timestamptz(6)\n isBrokerageCash Boolean @default(false) @map(\"is_brokerage_cash\")\n exchangeAcroynm String? @map(\"exchange_acronym\")\n exchangeMic String? @map(\"exchange_mic\")\n exchangeName String? @map(\"exchange_name\")\n providerName SecurityProvider? @default(other) @map(\"provider_name\")\n assetClass AssetClass @default(other) @map(\"asset_class\")\n\n holdings Holding[]\n investmentTransactions InvestmentTransaction[]\n pricing SecurityPricing[]\n\n @@unique([symbol, exchangeMic])\n @@map(\"security\")\n}\n\n// hypertable\nmodel SecurityPricing {\n createdAt DateTime @default(now()) @map(\"created_at\") @db.Timestamptz(6)\n updatedAt DateTime @default(now()) @updatedAt @map(\"updated_at\") @db.Timestamptz(6)\n security Security @relation(fields: [securityId], references: [id], onDelete: Cascade)\n securityId Int @map(\"security_id\")\n date DateTime @db.Date\n priceClose Decimal @map(\"price_close\") @db.Decimal(23, 8)\n priceAsOf DateTime @default(now()) @map(\"price_as_of\") @db.Timestamptz(6)\n source String?\n\n @@id([securityId, date])\n @@index([date])\n @@map(\"security_pricing\")\n}\n\nenum TransactionFlow {\n INFLOW\n OUTFLOW\n}\n\nenum TransactionType {\n INCOME // inflow to asset\n EXPENSE // outflow from asset OR outflow from liability\n PAYMENT // outflow from asset OR inflow/outflow from liability\n TRANSFER // inflow/outflow from asset OR inflow/outflow from liability\n}\n\nmodel Transaction {\n id Int @id @default(autoincrement())\n createdAt DateTime @default(now()) @map(\"created_at\") @db.Timestamptz(6)\n updatedAt DateTime @default(now()) @updatedAt @map(\"updated_at\") @db.Timestamptz(6)\n account Account @relation(fields: [accountId], references: [id], onDelete: Cascade)\n accountId Int @map(\"account_id\")\n date DateTime @db.Date\n flow TransactionFlow @default(dbgenerated(\"\\nCASE\\n WHEN (amount < (0)::numeric) THEN 'INFLOW'::\\\"TransactionFlow\\\"\\n ELSE 'OUTFLOW'::\\\"TransactionFlow\\\"\\nEND\"))\n typeUser TransactionType? @map(\"type_user\")\n name String\n amount Decimal @db.Decimal(19, 4)\n currencyCode String @default(\"USD\") @map(\"currency_code\")\n pending Boolean @default(false)\n merchantName String? @map(\"merchant_name\")\n category String @default(\"Other\")\n categoryUser String? @map(\"category_user\")\n excluded Boolean @default(false)\n\n // transfer matching\n matchId Int? @map(\"match_id\")\n match Transaction? @relation(\"MatchedTransaction\", fields: [matchId], references: [id])\n matches Transaction[] @relation(\"MatchedTransaction\")\n\n // teller data\n tellerTransactionId String? @unique @map(\"teller_transaction_id\")\n tellerType String? @map(\"teller_type\")\n tellerCategory String? @map(\"teller_category\")\n\n @@index([accountId, date])\n @@index([amount])\n @@map(\"transaction\")\n}\n\nmodel Valuation {\n id Int @id @default(autoincrement())\n createdAt DateTime @default(now()) @map(\"created_at\") @db.Timestamptz(6)\n updatedAt DateTime @default(now()) @updatedAt @map(\"updated_at\") @db.Timestamptz(6)\n account Account @relation(fields: [accountId], references: [id], onDelete: Cascade)\n accountId Int @map(\"account_id\")\n source String\n amount Decimal @db.Decimal(19, 4)\n date DateTime @db.Date\n currencyCode String @default(\"USD\") @map(\"currency_code\")\n\n @@unique([accountId, source, date])\n @@index([accountId, date])\n @@map(\"valuation\")\n}\n\n// User's current household\nenum Household {\n single\n singleWithDependents\n dual\n dualWithDependents\n retired\n}\n\n// User's goals for using Maybe\nenum MaybeGoal {\n aggregate\n advice\n plan\n}\n\nenum TaxStatus {\n single\n married_joint\n married_separate\n head_of_household\n qualifying_widow\n}\n\nmodel User {\n id Int @id @default(autoincrement())\n createdAt DateTime @default(now()) @map(\"created_at\") @db.Timestamptz(6)\n updatedAt DateTime @default(now()) @updatedAt @map(\"updated_at\") @db.Timestamptz(6)\n authId String @unique @map(\"auth_id\") // NextAuth user id\n\n // profile\n email String @db.Citext\n firstName String? @map(\"first_name\")\n lastName String? @map(\"last_name\")\n name String? @default(dbgenerated())\n dob DateTime? @db.Date\n picture String?\n onboarding Json? @map(\"onboarding\")\n linkAccountDismissedAt DateTime? @map(\"link_account_dismissed_at\") @db.Timestamptz(6)\n\n isoCurrencyCode String @default(\"USD\") @map(\"iso_currency_code\")\n\n // Financial preferences and info\n monthlyIncomeUser Decimal? @map(\"monthly_income_user\") @db.Decimal(19, 4)\n monthlyExpensesUser Decimal? @map(\"monthly_expenses_user\") @db.Decimal(19, 4)\n monthlyDebtUser Decimal? @map(\"monthly_debt_user\") @db.Decimal(19, 4)\n\n // Billing\n trialEnd DateTime? @default(dbgenerated(\"(now() + '14 days'::interval)\")) @map(\"trial_end\") @db.Timestamptz(6)\n trialReminderSent DateTime? @map(\"trial_reminder_sent\") @db.Timestamptz(6)\n stripeCustomerId String? @unique @map(\"stripe_customer_id\")\n stripeSubscriptionId String? @unique @map(\"stripe_subscription_id\")\n stripePriceId String? @map(\"stripe_price_id\")\n stripeCurrentPeriodEnd DateTime? @map(\"stripe_current_period_end\") @db.Timestamptz(6)\n stripeCancelAt DateTime? @map(\"stripe_cancel_at\") @db.Timestamptz(6)\n\n // teller data\n tellerUserId String? @unique @map(\"teller_user_id\")\n\n // Onboarding / usage goals\n household Household?\n state String?\n country String?\n maybeGoals MaybeGoal[] @map(\"maybe_goals\")\n maybeGoalsDescription String? @map(\"maybe_goals_description\")\n maybe String?\n title String?\n dependents Int?\n grossIncome Int? @map(\"gross_income\")\n incomeType String? @map(\"income_type\")\n taxStatus TaxStatus? @map(\"tax_status\")\n memberNumber Int @unique @default(autoincrement()) @map(\"member_number\")\n memberId String @unique @default(dbgenerated(\"gen_random_uuid()\")) @map(\"member_id\")\n\n accountConnections AccountConnection[]\n accounts Account[]\n plans Plan[]\n\n @@map(\"user\")\n}\n\nmodel Institution {\n id Int @id @default(autoincrement())\n createdAt DateTime @default(now()) @map(\"created_at\") @db.Timestamptz(6)\n updatedAt DateTime @default(now()) @updatedAt @map(\"updated_at\") @db.Timestamptz(6)\n name String\n url String?\n logo String?\n logoUrl String? @map(\"logo_url\")\n primaryColor String? @map(\"primary_color\")\n\n providers ProviderInstitution[]\n\n @@unique([name, url])\n @@map(\"institution\")\n}\n\nenum Provider {\n TELLER\n}\n\nmodel ProviderInstitution {\n id Int @id @default(autoincrement())\n createdAt DateTime @default(now()) @map(\"created_at\") @db.Timestamptz(6)\n updatedAt DateTime @default(now()) @updatedAt @map(\"updated_at\") @db.Timestamptz(6)\n provider Provider\n providerId String @map(\"provider_id\")\n institution Institution? @relation(fields: [institutionId], references: [id], onDelete: SetNull)\n institutionId Int? @map(\"institution_id\")\n rank Int @default(0)\n oauth Boolean @default(false)\n name String\n url String?\n logo String?\n logoUrl String? @map(\"logo_url\")\n primaryColor String? @map(\"primary_color\")\n data Json? @db.JsonB\n\n @@unique([provider, providerId])\n @@map(\"provider_institution\")\n}\n\nmodel Plan {\n id Int @id @default(autoincrement())\n createdAt DateTime @default(now()) @map(\"created_at\") @db.Timestamptz(6)\n updatedAt DateTime @default(now()) @updatedAt @map(\"updated_at\") @db.Timestamptz(6)\n user User @relation(fields: [userId], references: [id], onDelete: Cascade)\n userId Int @map(\"user_id\")\n name String\n lifeExpectancy Int @default(85) @map(\"life_expectancy\")\n\n events PlanEvent[]\n milestones PlanMilestone[]\n\n @@map(\"plan\")\n}\n\nenum PlanEventFrequency {\n monthly\n yearly\n}\n\nmodel PlanEvent {\n id Int @id @default(autoincrement())\n createdAt DateTime @default(now()) @map(\"created_at\") @db.Timestamptz(6)\n updatedAt DateTime @default(now()) @updatedAt @map(\"updated_at\") @db.Timestamptz(6)\n plan Plan @relation(fields: [planId], references: [id], onDelete: Cascade)\n planId Int @map(\"plan_id\")\n name String\n category String?\n startYear Int? @map(\"start_year\")\n startMilestone PlanMilestone? @relation(\"StartEvents\", fields: [startMilestoneId], references: [id], onDelete: Cascade)\n startMilestoneId Int? @map(\"start_milestone_id\")\n endYear Int? @map(\"end_year\")\n endMilestone PlanMilestone? @relation(\"EndEvents\", fields: [endMilestoneId], references: [id], onDelete: Cascade)\n endMilestoneId Int? @map(\"end_milestone_id\")\n frequency PlanEventFrequency @default(yearly)\n initialValue Decimal? @map(\"initial_value\") @db.Decimal(19, 4)\n initialValueRef String? @map(\"initial_value_ref\")\n rate Decimal @default(0) @db.Decimal(6, 4)\n\n @@map(\"plan_event\")\n}\n\nenum PlanMilestoneType {\n year\n net_worth\n}\n\nmodel PlanMilestone {\n id Int @id @default(autoincrement())\n createdAt DateTime @default(now()) @map(\"created_at\") @db.Timestamptz(6)\n updatedAt DateTime @default(now()) @updatedAt @map(\"updated_at\") @db.Timestamptz(6)\n plan Plan @relation(fields: [planId], references: [id], onDelete: Cascade)\n planId Int @map(\"plan_id\")\n name String\n category String @default(\"retirement\")\n type PlanMilestoneType\n year Int?\n expenseMultiple Float? @map(\"expense_multiple\")\n expenseYears Int? @map(\"expense_years\")\n\n startEvents PlanEvent[] @relation(\"StartEvents\")\n endEvents PlanEvent[] @relation(\"EndEvents\")\n\n @@map(\"plan_milestone\")\n}\n\n// NextAuth Models\nmodel AuthAccount {\n id String @id @default(cuid())\n userId String @map(\"user_id\")\n type String\n provider String\n providerAccountId String @map(\"provider_account_id\")\n refresh_token String? @db.Text\n access_token String? @db.Text\n expires_at Int?\n token_type String?\n scope String?\n id_token String? @db.Text\n session_state String?\n\n user AuthUser @relation(fields: [userId], references: [id], onDelete: Cascade)\n\n @@unique([provider, providerAccountId])\n @@map(\"auth_account\")\n}\n\nenum AuthUserRole {\n user\n admin\n ci\n}\n\nmodel AuthUser {\n id String @id @default(cuid())\n name String?\n firstName String? @map(\"first_name\")\n lastName String? @map(\"last_name\")\n email String? @unique\n emailVerified DateTime? @map(\"email_verified\")\n password String?\n image String?\n role AuthUserRole @default(user)\n accounts AuthAccount[]\n sessions AuthSession[]\n\n @@map(\"auth_user\")\n}\n\nmodel AuthSession {\n id String @id @default(cuid())\n sessionToken String @unique @map(\"session_token\")\n userId String @map(\"user_id\")\n expires DateTime\n user AuthUser @relation(fields: [userId], references: [id], onDelete: Cascade)\n\n @@map(\"auth_session\")\n}\n\nmodel AuthVerificationToken {\n identifier String\n token String @unique\n expires DateTime\n\n @@unique([identifier, token])\n @@map(\"auth_verification_token\")\n}\n\nenum ApprovalStatus {\n pending\n approved\n rejected\n}\n\nenum AuditEventType {\n insert\n update\n delete\n}\n\nmodel AuditEvent {\n id Int @id @default(autoincrement())\n createdAt DateTime @default(now()) @map(\"created_at\") @db.Timestamptz(6)\n type AuditEventType\n modelType String @map(\"model_type\") // e.g. \"Message\"\n modelId Int @map(\"model_id\")\n data Json\n userId Int? @map(\"user_id\") // who made the change - if NULL, was an automated system change\n\n @@map(\"audit_event\")\n}\n" }, { "path": "prisma/seed.ts", "content": "import { Institution, PrismaClient, Provider } from '@prisma/client'\n\nconst prisma = new PrismaClient()\n\n/*\n * NOTE: seeding should be idempotent\n */\nasync function main() {\n const institutions: (Pick & {\n providers: { provider: Provider; providerId: string; logoUrl: string; rank?: number }[]\n })[] = [\n {\n id: 1,\n name: 'Capital One',\n providers: [\n {\n provider: Provider.TELLER,\n providerId: 'capital_one',\n logoUrl: 'https://teller.io/images/banks/capital_one.jpg',\n rank: 1,\n },\n ],\n },\n {\n id: 2,\n name: 'Wells Fargo',\n providers: [\n {\n provider: Provider.TELLER,\n providerId: 'wells_fargo',\n logoUrl: 'https://teller.io/images/banks/wells_fargo.jpg',\n },\n ],\n },\n ]\n\n await prisma.$transaction([\n // create institution linked to provider institutions\n ...institutions.map(({ id, name, providers }) =>\n prisma.institution.upsert({\n where: { id },\n create: {\n name,\n providers: {\n connectOrCreate: providers.map(({ provider, providerId, rank = 0 }) => ({\n where: {\n provider_providerId: { provider, providerId },\n },\n create: {\n provider,\n providerId,\n name,\n rank,\n },\n })),\n },\n },\n update: {},\n })\n ),\n ])\n}\n\n// Only run the seed in preview environments, not production\nif (process.env.NODE_ENV !== 'production') {\n console.log('seeding...')\n main()\n .catch((e) => {\n console.error('prisma seed failed', e)\n process.exit(1)\n })\n .finally(async () => {\n await prisma.$disconnect()\n })\n} else {\n console.warn('seeding skipped', process.env.NODE_ENV)\n}\n" }, { "path": "redis.Dockerfile", "content": "FROM redis:6-alpine\n\nCOPY redis.conf .\n\nENTRYPOINT [\"redis-server\", \"./redis.conf\"]" }, { "path": "redis.conf", "content": "# Redis configuration file (default file from Redis docs)\n# ====================================================================\n# See - https://raw.githubusercontent.com/redis/redis/6.0/redis.conf)\n# See - https://redis.io/topics/config\n# ====================================================================\n\n\n\n# Note that in order to read the configuration file, Redis must be\n# started with the file path as first argument:\n#\n# ./redis-server /path/to/redis.conf\n\n# Note on units: when memory size is needed, it is possible to specify\n# it in the usual form of 1k 5GB 4M and so forth:\n#\n# 1k => 1000 bytes\n# 1kb => 1024 bytes\n# 1m => 1000000 bytes\n# 1mb => 1024*1024 bytes\n# 1g => 1000000000 bytes\n# 1gb => 1024*1024*1024 bytes\n#\n# units are case insensitive so 1GB 1Gb 1gB are all the same.\n\n################################## INCLUDES ###################################\n\n# Include one or more other config files here. This is useful if you\n# have a standard template that goes to all Redis servers but also need\n# to customize a few per-server settings. Include files can include\n# other files, so use this wisely.\n#\n# Note that option \"include\" won't be rewritten by command \"CONFIG REWRITE\"\n# from admin or Redis Sentinel. Since Redis always uses the last processed\n# line as value of a configuration directive, you'd better put includes\n# at the beginning of this file to avoid overwriting config change at runtime.\n#\n# If instead you are interested in using includes to override configuration\n# options, it is better to use include as the last line.\n#\n# include /path/to/local.conf\n# include /path/to/other.conf\n\n################################## MODULES #####################################\n\n# Load modules at startup. If the server is not able to load modules\n# it will abort. It is possible to use multiple loadmodule directives.\n#\n# loadmodule /path/to/my_module.so\n# loadmodule /path/to/other_module.so\n\n################################## NETWORK #####################################\n\n# By default, if no \"bind\" configuration directive is specified, Redis listens\n# for connections from all available network interfaces on the host machine.\n# It is possible to listen to just one or multiple selected interfaces using\n# the \"bind\" configuration directive, followed by one or more IP addresses.\n#\n# Examples:\n#\n# bind 192.168.1.100 10.0.0.1\n# bind 127.0.0.1 ::1\n#\n# ~~~ WARNING ~~~ If the computer running Redis is directly exposed to the\n# internet, binding to all the interfaces is dangerous and will expose the\n# instance to everybody on the internet. So by default we uncomment the\n# following bind directive, that will force Redis to listen only on the\n# IPv4 loopback interface address (this means Redis will only be able to\n# accept client connections from the same host that it is running on).\n#\n# IF YOU ARE SURE YOU WANT YOUR INSTANCE TO LISTEN TO ALL THE INTERFACES\n# JUST COMMENT OUT THE FOLLOWING LINE.\n# ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~\n# bind 127.0.0.1 (since we are running this in a PRIVATE Render service, okay to listen on all interfaces)\n\n# Protected mode is a layer of security protection, in order to avoid that\n# Redis instances left open on the internet are accessed and exploited.\n#\n# When protected mode is on and if:\n#\n# 1) The server is not binding explicitly to a set of addresses using the\n# \"bind\" directive.\n# 2) No password is configured.\n#\n# The server only accepts connections from clients connecting from the\n# IPv4 and IPv6 loopback addresses 127.0.0.1 and ::1, and from Unix domain\n# sockets.\n#\n# By default protected mode is enabled. You should disable it only if\n# you are sure you want clients from other hosts to connect to Redis\n# even if no authentication is configured, nor a specific set of interfaces\n# are explicitly listed using the \"bind\" directive.\n# protected-mode yes (since we are running this in a PRIVATE Render service, okay to listen on all interfaces)\n\n# Accept connections on the specified port, default is 6379 (IANA #815344).\n# If port 0 is specified Redis will not listen on a TCP socket.\nport 6379\n\n# TCP listen() backlog.\n#\n# In high requests-per-second environments you need a high backlog in order\n# to avoid slow clients connection issues. Note that the Linux kernel\n# will silently truncate it to the value of /proc/sys/net/core/somaxconn so\n# make sure to raise both the value of somaxconn and tcp_max_syn_backlog\n# in order to get the desired effect.\ntcp-backlog 511\n\n# Unix socket.\n#\n# Specify the path for the Unix socket that will be used to listen for\n# incoming connections. There is no default, so Redis will not listen\n# on a unix socket when not specified.\n#\n# unixsocket /tmp/redis.sock\n# unixsocketperm 700\n\n# Close the connection after a client is idle for N seconds (0 to disable)\ntimeout 0\n\n# TCP keepalive.\n#\n# If non-zero, use SO_KEEPALIVE to send TCP ACKs to clients in absence\n# of communication. This is useful for two reasons:\n#\n# 1) Detect dead peers.\n# 2) Force network equipment in the middle to consider the connection to be\n# alive.\n#\n# On Linux, the specified value (in seconds) is the period used to send ACKs.\n# Note that to close the connection the double of the time is needed.\n# On other kernels the period depends on the kernel configuration.\n#\n# A reasonable value for this option is 300 seconds, which is the new\n# Redis default starting with Redis 3.2.1.\ntcp-keepalive 300\n\n################################# TLS/SSL #####################################\n\n# By default, TLS/SSL is disabled. To enable it, the \"tls-port\" configuration\n# directive can be used to define TLS-listening ports. To enable TLS on the\n# default port, use:\n#\n# port 0\n# tls-port 6379\n\n# Configure a X.509 certificate and private key to use for authenticating the\n# server to connected clients, masters or cluster peers. These files should be\n# PEM formatted.\n#\n# tls-cert-file redis.crt \n# tls-key-file redis.key\n\n# Configure a DH parameters file to enable Diffie-Hellman (DH) key exchange:\n#\n# tls-dh-params-file redis.dh\n\n# Configure a CA certificate(s) bundle or directory to authenticate TLS/SSL\n# clients and peers. Redis requires an explicit configuration of at least one\n# of these, and will not implicitly use the system wide configuration.\n#\n# tls-ca-cert-file ca.crt\n# tls-ca-cert-dir /etc/ssl/certs\n\n# By default, clients (including replica servers) on a TLS port are required\n# to authenticate using valid client side certificates.\n#\n# If \"no\" is specified, client certificates are not required and not accepted.\n# If \"optional\" is specified, client certificates are accepted and must be\n# valid if provided, but are not required.\n#\n# tls-auth-clients no\n# tls-auth-clients optional\n\n# By default, a Redis replica does not attempt to establish a TLS connection\n# with its master.\n#\n# Use the following directive to enable TLS on replication links.\n#\n# tls-replication yes\n\n# By default, the Redis Cluster bus uses a plain TCP connection. To enable\n# TLS for the bus protocol, use the following directive:\n#\n# tls-cluster yes\n\n# Explicitly specify TLS versions to support. Allowed values are case insensitive\n# and include \"TLSv1\", \"TLSv1.1\", \"TLSv1.2\", \"TLSv1.3\" (OpenSSL >= 1.1.1) or\n# any combination. To enable only TLSv1.2 and TLSv1.3, use:\n#\n# tls-protocols \"TLSv1.2 TLSv1.3\"\n\n# Configure allowed ciphers. See the ciphers(1ssl) manpage for more information\n# about the syntax of this string.\n#\n# Note: this configuration applies only to <= TLSv1.2.\n#\n# tls-ciphers DEFAULT:!MEDIUM\n\n# Configure allowed TLSv1.3 ciphersuites. See the ciphers(1ssl) manpage for more\n# information about the syntax of this string, and specifically for TLSv1.3\n# ciphersuites.\n#\n# tls-ciphersuites TLS_CHACHA20_POLY1305_SHA256\n\n# When choosing a cipher, use the server's preference instead of the client\n# preference. By default, the server follows the client's preference.\n#\n# tls-prefer-server-ciphers yes\n\n# By default, TLS session caching is enabled to allow faster and less expensive\n# reconnections by clients that support it. Use the following directive to disable\n# caching.\n#\n# tls-session-caching no\n\n# Change the default number of TLS sessions cached. A zero value sets the cache\n# to unlimited size. The default size is 20480.\n#\n# tls-session-cache-size 5000\n\n# Change the default timeout of cached TLS sessions. The default timeout is 300\n# seconds.\n#\n# tls-session-cache-timeout 60\n\n################################# GENERAL #####################################\n\n# By default Redis does not run as a daemon. Use 'yes' if you need it.\n# Note that Redis will write a pid file in /var/run/redis.pid when daemonized.\ndaemonize no\n\n# If you run Redis from upstart or systemd, Redis can interact with your\n# supervision tree. Options:\n# supervised no - no supervision interaction\n# supervised upstart - signal upstart by putting Redis into SIGSTOP mode\n# requires \"expect stop\" in your upstart job config\n# supervised systemd - signal systemd by writing READY=1 to $NOTIFY_SOCKET\n# supervised auto - detect upstart or systemd method based on\n# UPSTART_JOB or NOTIFY_SOCKET environment variables\n# Note: these supervision methods only signal \"process is ready.\"\n# They do not enable continuous pings back to your supervisor.\nsupervised no\n\n# If a pid file is specified, Redis writes it where specified at startup\n# and removes it at exit.\n#\n# When the server runs non daemonized, no pid file is created if none is\n# specified in the configuration. When the server is daemonized, the pid file\n# is used even if not specified, defaulting to \"/var/run/redis.pid\".\n#\n# Creating a pid file is best effort: if Redis is not able to create it\n# nothing bad happens, the server will start and run normally.\npidfile /var/run/redis_6379.pid\n\n# Specify the server verbosity level.\n# This can be one of:\n# debug (a lot of information, useful for development/testing)\n# verbose (many rarely useful info, but not a mess like the debug level)\n# notice (moderately verbose, what you want in production probably)\n# warning (only very important / critical messages are logged)\nloglevel notice\n\n# Specify the log file name. Also the empty string can be used to force\n# Redis to log on the standard output. Note that if you use standard\n# output for logging but daemonize, logs will be sent to /dev/null\nlogfile \"\"\n\n# To enable logging to the system logger, just set 'syslog-enabled' to yes,\n# and optionally update the other syslog parameters to suit your needs.\n# syslog-enabled no\n\n# Specify the syslog identity.\n# syslog-ident redis\n\n# Specify the syslog facility. Must be USER or between LOCAL0-LOCAL7.\n# syslog-facility local0\n\n# Set the number of databases. The default database is DB 0, you can select\n# a different one on a per-connection basis using SELECT where\n# dbid is a number between 0 and 'databases'-1\ndatabases 16\n\n# By default Redis shows an ASCII art logo only when started to log to the\n# standard output and if the standard output is a TTY. Basically this means\n# that normally a logo is displayed only in interactive sessions.\n#\n# However it is possible to force the pre-4.0 behavior and always show a\n# ASCII art logo in startup logs by setting the following option to yes.\nalways-show-logo yes\n\n################################ SNAPSHOTTING ################################\n#\n# Save the DB on disk:\n#\n# save \n#\n# Will save the DB if both the given number of seconds and the given\n# number of write operations against the DB occurred.\n#\n# In the example below the behavior will be to save:\n# after 900 sec (15 min) if at least 1 key changed\n# after 300 sec (5 min) if at least 10 keys changed\n# after 60 sec if at least 10000 keys changed\n#\n# Note: you can disable saving completely by commenting out all \"save\" lines.\n#\n# It is also possible to remove all the previously configured save\n# points by adding a save directive with a single empty string argument\n# like in the following example:\n#\n# save \"\"\n\nsave 900 1\nsave 300 10\nsave 60 10000\n\n# By default Redis will stop accepting writes if RDB snapshots are enabled\n# (at least one save point) and the latest background save failed.\n# This will make the user aware (in a hard way) that data is not persisting\n# on disk properly, otherwise chances are that no one will notice and some\n# disaster will happen.\n#\n# If the background saving process will start working again Redis will\n# automatically allow writes again.\n#\n# However if you have setup your proper monitoring of the Redis server\n# and persistence, you may want to disable this feature so that Redis will\n# continue to work as usual even if there are problems with disk,\n# permissions, and so forth.\nstop-writes-on-bgsave-error yes\n\n# Compress string objects using LZF when dump .rdb databases?\n# By default compression is enabled as it's almost always a win.\n# If you want to save some CPU in the saving child set it to 'no' but\n# the dataset will likely be bigger if you have compressible values or keys.\nrdbcompression yes\n\n# Since version 5 of RDB a CRC64 checksum is placed at the end of the file.\n# This makes the format more resistant to corruption but there is a performance\n# hit to pay (around 10%) when saving and loading RDB files, so you can disable it\n# for maximum performances.\n#\n# RDB files created with checksum disabled have a checksum of zero that will\n# tell the loading code to skip the check.\nrdbchecksum yes\n\n# The filename where to dump the DB\ndbfilename dump.rdb\n\n# Remove RDB files used by replication in instances without persistence\n# enabled. By default this option is disabled, however there are environments\n# where for regulations or other security concerns, RDB files persisted on\n# disk by masters in order to feed replicas, or stored on disk by replicas\n# in order to load them for the initial synchronization, should be deleted\n# ASAP. Note that this option ONLY WORKS in instances that have both AOF\n# and RDB persistence disabled, otherwise is completely ignored.\n#\n# An alternative (and sometimes better) way to obtain the same effect is\n# to use diskless replication on both master and replicas instances. However\n# in the case of replicas, diskless is not always an option.\nrdb-del-sync-files no\n\n# The working directory.\n#\n# The DB will be written inside this directory, with the filename specified\n# above using the 'dbfilename' configuration directive.\n#\n# The Append Only File will also be created inside this directory.\n#\n# Note that you must specify a directory here, not a file name.\ndir ./\n\n################################# REPLICATION #################################\n\n# Master-Replica replication. Use replicaof to make a Redis instance a copy of\n# another Redis server. A few things to understand ASAP about Redis replication.\n#\n# +------------------+ +---------------+\n# | Master | ---> | Replica |\n# | (receive writes) | | (exact copy) |\n# +------------------+ +---------------+\n#\n# 1) Redis replication is asynchronous, but you can configure a master to\n# stop accepting writes if it appears to be not connected with at least\n# a given number of replicas.\n# 2) Redis replicas are able to perform a partial resynchronization with the\n# master if the replication link is lost for a relatively small amount of\n# time. You may want to configure the replication backlog size (see the next\n# sections of this file) with a sensible value depending on your needs.\n# 3) Replication is automatic and does not need user intervention. After a\n# network partition replicas automatically try to reconnect to masters\n# and resynchronize with them.\n#\n# replicaof \n\n# If the master is password protected (using the \"requirepass\" configuration\n# directive below) it is possible to tell the replica to authenticate before\n# starting the replication synchronization process, otherwise the master will\n# refuse the replica request.\n#\n# masterauth \n#\n# However this is not enough if you are using Redis ACLs (for Redis version\n# 6 or greater), and the default user is not capable of running the PSYNC\n# command and/or other commands needed for replication. In this case it's\n# better to configure a special user to use with replication, and specify the\n# masteruser configuration as such:\n#\n# masteruser \n#\n# When masteruser is specified, the replica will authenticate against its\n# master using the new AUTH form: AUTH .\n\n# When a replica loses its connection with the master, or when the replication\n# is still in progress, the replica can act in two different ways:\n#\n# 1) if replica-serve-stale-data is set to 'yes' (the default) the replica will\n# still reply to client requests, possibly with out of date data, or the\n# data set may just be empty if this is the first synchronization.\n#\n# 2) If replica-serve-stale-data is set to 'no' the replica will reply with\n# an error \"SYNC with master in progress\" to all commands except:\n# INFO, REPLICAOF, AUTH, PING, SHUTDOWN, REPLCONF, ROLE, CONFIG, SUBSCRIBE,\n# UNSUBSCRIBE, PSUBSCRIBE, PUNSUBSCRIBE, PUBLISH, PUBSUB, COMMAND, POST,\n# HOST and LATENCY.\n#\nreplica-serve-stale-data yes\n\n# You can configure a replica instance to accept writes or not. Writing against\n# a replica instance may be useful to store some ephemeral data (because data\n# written on a replica will be easily deleted after resync with the master) but\n# may also cause problems if clients are writing to it because of a\n# misconfiguration.\n#\n# Since Redis 2.6 by default replicas are read-only.\n#\n# Note: read only replicas are not designed to be exposed to untrusted clients\n# on the internet. It's just a protection layer against misuse of the instance.\n# Still a read only replica exports by default all the administrative commands\n# such as CONFIG, DEBUG, and so forth. To a limited extent you can improve\n# security of read only replicas using 'rename-command' to shadow all the\n# administrative / dangerous commands.\nreplica-read-only yes\n\n# Replication SYNC strategy: disk or socket.\n#\n# New replicas and reconnecting replicas that are not able to continue the\n# replication process just receiving differences, need to do what is called a\n# \"full synchronization\". An RDB file is transmitted from the master to the\n# replicas.\n#\n# The transmission can happen in two different ways:\n#\n# 1) Disk-backed: The Redis master creates a new process that writes the RDB\n# file on disk. Later the file is transferred by the parent\n# process to the replicas incrementally.\n# 2) Diskless: The Redis master creates a new process that directly writes the\n# RDB file to replica sockets, without touching the disk at all.\n#\n# With disk-backed replication, while the RDB file is generated, more replicas\n# can be queued and served with the RDB file as soon as the current child\n# producing the RDB file finishes its work. With diskless replication instead\n# once the transfer starts, new replicas arriving will be queued and a new\n# transfer will start when the current one terminates.\n#\n# When diskless replication is used, the master waits a configurable amount of\n# time (in seconds) before starting the transfer in the hope that multiple\n# replicas will arrive and the transfer can be parallelized.\n#\n# With slow disks and fast (large bandwidth) networks, diskless replication\n# works better.\nrepl-diskless-sync no\n\n# When diskless replication is enabled, it is possible to configure the delay\n# the server waits in order to spawn the child that transfers the RDB via socket\n# to the replicas.\n#\n# This is important since once the transfer starts, it is not possible to serve\n# new replicas arriving, that will be queued for the next RDB transfer, so the\n# server waits a delay in order to let more replicas arrive.\n#\n# The delay is specified in seconds, and by default is 5 seconds. To disable\n# it entirely just set it to 0 seconds and the transfer will start ASAP.\nrepl-diskless-sync-delay 5\n\n# -----------------------------------------------------------------------------\n# WARNING: RDB diskless load is experimental. Since in this setup the replica\n# does not immediately store an RDB on disk, it may cause data loss during\n# failovers. RDB diskless load + Redis modules not handling I/O reads may also\n# cause Redis to abort in case of I/O errors during the initial synchronization\n# stage with the master. Use only if your do what you are doing.\n# -----------------------------------------------------------------------------\n#\n# Replica can load the RDB it reads from the replication link directly from the\n# socket, or store the RDB to a file and read that file after it was completely\n# received from the master.\n#\n# In many cases the disk is slower than the network, and storing and loading\n# the RDB file may increase replication time (and even increase the master's\n# Copy on Write memory and salve buffers).\n# However, parsing the RDB file directly from the socket may mean that we have\n# to flush the contents of the current database before the full rdb was\n# received. For this reason we have the following options:\n#\n# \"disabled\" - Don't use diskless load (store the rdb file to the disk first)\n# \"on-empty-db\" - Use diskless load only when it is completely safe.\n# \"swapdb\" - Keep a copy of the current db contents in RAM while parsing\n# the data directly from the socket. note that this requires\n# sufficient memory, if you don't have it, you risk an OOM kill.\nrepl-diskless-load disabled\n\n# Replicas send PINGs to server in a predefined interval. It's possible to\n# change this interval with the repl_ping_replica_period option. The default\n# value is 10 seconds.\n#\n# repl-ping-replica-period 10\n\n# The following option sets the replication timeout for:\n#\n# 1) Bulk transfer I/O during SYNC, from the point of view of replica.\n# 2) Master timeout from the point of view of replicas (data, pings).\n# 3) Replica timeout from the point of view of masters (REPLCONF ACK pings).\n#\n# It is important to make sure that this value is greater than the value\n# specified for repl-ping-replica-period otherwise a timeout will be detected\n# every time there is low traffic between the master and the replica. The default\n# value is 60 seconds.\n#\n# repl-timeout 60\n\n# Disable TCP_NODELAY on the replica socket after SYNC?\n#\n# If you select \"yes\" Redis will use a smaller number of TCP packets and\n# less bandwidth to send data to replicas. But this can add a delay for\n# the data to appear on the replica side, up to 40 milliseconds with\n# Linux kernels using a default configuration.\n#\n# If you select \"no\" the delay for data to appear on the replica side will\n# be reduced but more bandwidth will be used for replication.\n#\n# By default we optimize for low latency, but in very high traffic conditions\n# or when the master and replicas are many hops away, turning this to \"yes\" may\n# be a good idea.\nrepl-disable-tcp-nodelay no\n\n# Set the replication backlog size. The backlog is a buffer that accumulates\n# replica data when replicas are disconnected for some time, so that when a\n# replica wants to reconnect again, often a full resync is not needed, but a\n# partial resync is enough, just passing the portion of data the replica\n# missed while disconnected.\n#\n# The bigger the replication backlog, the longer the replica can endure the\n# disconnect and later be able to perform a partial resynchronization.\n#\n# The backlog is only allocated if there is at least one replica connected.\n#\n# repl-backlog-size 1mb\n\n# After a master has no connected replicas for some time, the backlog will be\n# freed. The following option configures the amount of seconds that need to\n# elapse, starting from the time the last replica disconnected, for the backlog\n# buffer to be freed.\n#\n# Note that replicas never free the backlog for timeout, since they may be\n# promoted to masters later, and should be able to correctly \"partially\n# resynchronize\" with other replicas: hence they should always accumulate backlog.\n#\n# A value of 0 means to never release the backlog.\n#\n# repl-backlog-ttl 3600\n\n# The replica priority is an integer number published by Redis in the INFO\n# output. It is used by Redis Sentinel in order to select a replica to promote\n# into a master if the master is no longer working correctly.\n#\n# A replica with a low priority number is considered better for promotion, so\n# for instance if there are three replicas with priority 10, 100, 25 Sentinel\n# will pick the one with priority 10, that is the lowest.\n#\n# However a special priority of 0 marks the replica as not able to perform the\n# role of master, so a replica with priority of 0 will never be selected by\n# Redis Sentinel for promotion.\n#\n# By default the priority is 100.\nreplica-priority 100\n\n# It is possible for a master to stop accepting writes if there are less than\n# N replicas connected, having a lag less or equal than M seconds.\n#\n# The N replicas need to be in \"online\" state.\n#\n# The lag in seconds, that must be <= the specified value, is calculated from\n# the last ping received from the replica, that is usually sent every second.\n#\n# This option does not GUARANTEE that N replicas will accept the write, but\n# will limit the window of exposure for lost writes in case not enough replicas\n# are available, to the specified number of seconds.\n#\n# For example to require at least 3 replicas with a lag <= 10 seconds use:\n#\n# min-replicas-to-write 3\n# min-replicas-max-lag 10\n#\n# Setting one or the other to 0 disables the feature.\n#\n# By default min-replicas-to-write is set to 0 (feature disabled) and\n# min-replicas-max-lag is set to 10.\n\n# A Redis master is able to list the address and port of the attached\n# replicas in different ways. For example the \"INFO replication\" section\n# offers this information, which is used, among other tools, by\n# Redis Sentinel in order to discover replica instances.\n# Another place where this info is available is in the output of the\n# \"ROLE\" command of a master.\n#\n# The listed IP address and port normally reported by a replica is\n# obtained in the following way:\n#\n# IP: The address is auto detected by checking the peer address\n# of the socket used by the replica to connect with the master.\n#\n# Port: The port is communicated by the replica during the replication\n# handshake, and is normally the port that the replica is using to\n# listen for connections.\n#\n# However when port forwarding or Network Address Translation (NAT) is\n# used, the replica may actually be reachable via different IP and port\n# pairs. The following two options can be used by a replica in order to\n# report to its master a specific set of IP and port, so that both INFO\n# and ROLE will report those values.\n#\n# There is no need to use both the options if you need to override just\n# the port or the IP address.\n#\n# replica-announce-ip 5.5.5.5\n# replica-announce-port 1234\n\n############################### KEYS TRACKING #################################\n\n# Redis implements server assisted support for client side caching of values.\n# This is implemented using an invalidation table that remembers, using\n# 16 millions of slots, what clients may have certain subsets of keys. In turn\n# this is used in order to send invalidation messages to clients. Please\n# check this page to understand more about the feature:\n#\n# https://redis.io/topics/client-side-caching\n#\n# When tracking is enabled for a client, all the read only queries are assumed\n# to be cached: this will force Redis to store information in the invalidation\n# table. When keys are modified, such information is flushed away, and\n# invalidation messages are sent to the clients. However if the workload is\n# heavily dominated by reads, Redis could use more and more memory in order\n# to track the keys fetched by many clients.\n#\n# For this reason it is possible to configure a maximum fill value for the\n# invalidation table. By default it is set to 1M of keys, and once this limit\n# is reached, Redis will start to evict keys in the invalidation table\n# even if they were not modified, just to reclaim memory: this will in turn\n# force the clients to invalidate the cached values. Basically the table\n# maximum size is a trade off between the memory you want to spend server\n# side to track information about who cached what, and the ability of clients\n# to retain cached objects in memory.\n#\n# If you set the value to 0, it means there are no limits, and Redis will\n# retain as many keys as needed in the invalidation table.\n# In the \"stats\" INFO section, you can find information about the number of\n# keys in the invalidation table at every given moment.\n#\n# Note: when key tracking is used in broadcasting mode, no memory is used\n# in the server side so this setting is useless.\n#\n# tracking-table-max-keys 1000000\n\n################################## SECURITY ###################################\n\n# Warning: since Redis is pretty fast, an outside user can try up to\n# 1 million passwords per second against a modern box. This means that you\n# should use very strong passwords, otherwise they will be very easy to break.\n# Note that because the password is really a shared secret between the client\n# and the server, and should not be memorized by any human, the password\n# can be easily a long string from /dev/urandom or whatever, so by using a\n# long and unguessable password no brute force attack will be possible.\n\n# Redis ACL users are defined in the following format:\n#\n# user ... acl rules ...\n#\n# For example:\n#\n# user worker +@list +@connection ~jobs:* on >ffa9203c493aa99\n#\n# The special username \"default\" is used for new connections. If this user\n# has the \"nopass\" rule, then new connections will be immediately authenticated\n# as the \"default\" user without the need of any password provided via the\n# AUTH command. Otherwise if the \"default\" user is not flagged with \"nopass\"\n# the connections will start in not authenticated state, and will require\n# AUTH (or the HELLO command AUTH option) in order to be authenticated and\n# start to work.\n#\n# The ACL rules that describe what a user can do are the following:\n#\n# on Enable the user: it is possible to authenticate as this user.\n# off Disable the user: it's no longer possible to authenticate\n# with this user, however the already authenticated connections\n# will still work.\n# + Allow the execution of that command\n# - Disallow the execution of that command\n# +@ Allow the execution of all the commands in such category\n# with valid categories are like @admin, @set, @sortedset, ...\n# and so forth, see the full list in the server.c file where\n# the Redis command table is described and defined.\n# The special category @all means all the commands, but currently\n# present in the server, and that will be loaded in the future\n# via modules.\n# +|subcommand Allow a specific subcommand of an otherwise\n# disabled command. Note that this form is not\n# allowed as negative like -DEBUG|SEGFAULT, but\n# only additive starting with \"+\".\n# allcommands Alias for +@all. Note that it implies the ability to execute\n# all the future commands loaded via the modules system.\n# nocommands Alias for -@all.\n# ~ Add a pattern of keys that can be mentioned as part of\n# commands. For instance ~* allows all the keys. The pattern\n# is a glob-style pattern like the one of KEYS.\n# It is possible to specify multiple patterns.\n# allkeys Alias for ~*\n# resetkeys Flush the list of allowed keys patterns.\n# > Add this password to the list of valid password for the user.\n# For example >mypass will add \"mypass\" to the list.\n# This directive clears the \"nopass\" flag (see later).\n# < Remove this password from the list of valid passwords.\n# nopass All the set passwords of the user are removed, and the user\n# is flagged as requiring no password: it means that every\n# password will work against this user. If this directive is\n# used for the default user, every new connection will be\n# immediately authenticated with the default user without\n# any explicit AUTH command required. Note that the \"resetpass\"\n# directive will clear this condition.\n# resetpass Flush the list of allowed passwords. Moreover removes the\n# \"nopass\" status. After \"resetpass\" the user has no associated\n# passwords and there is no way to authenticate without adding\n# some password (or setting it as \"nopass\" later).\n# reset Performs the following actions: resetpass, resetkeys, off,\n# -@all. The user returns to the same state it has immediately\n# after its creation.\n#\n# ACL rules can be specified in any order: for instance you can start with\n# passwords, then flags, or key patterns. However note that the additive\n# and subtractive rules will CHANGE MEANING depending on the ordering.\n# For instance see the following example:\n#\n# user alice on +@all -DEBUG ~* >somepassword\n#\n# This will allow \"alice\" to use all the commands with the exception of the\n# DEBUG command, since +@all added all the commands to the set of the commands\n# alice can use, and later DEBUG was removed. However if we invert the order\n# of two ACL rules the result will be different:\n#\n# user alice on -DEBUG +@all ~* >somepassword\n#\n# Now DEBUG was removed when alice had yet no commands in the set of allowed\n# commands, later all the commands are added, so the user will be able to\n# execute everything.\n#\n# Basically ACL rules are processed left-to-right.\n#\n# For more information about ACL configuration please refer to\n# the Redis web site at https://redis.io/topics/acl\n\n# ACL LOG\n#\n# The ACL Log tracks failed commands and authentication events associated\n# with ACLs. The ACL Log is useful to troubleshoot failed commands blocked \n# by ACLs. The ACL Log is stored in memory. You can reclaim memory with \n# ACL LOG RESET. Define the maximum entry length of the ACL Log below.\nacllog-max-len 128\n\n# Using an external ACL file\n#\n# Instead of configuring users here in this file, it is possible to use\n# a stand-alone file just listing users. The two methods cannot be mixed:\n# if you configure users here and at the same time you activate the external\n# ACL file, the server will refuse to start.\n#\n# The format of the external ACL user file is exactly the same as the\n# format that is used inside redis.conf to describe users.\n#\n# aclfile /etc/redis/users.acl\n\n# IMPORTANT NOTE: starting with Redis 6 \"requirepass\" is just a compatibility\n# layer on top of the new ACL system. The option effect will be just setting\n# the password for the default user. Clients will still authenticate using\n# AUTH as usually, or more explicitly with AUTH default \n# if they follow the new protocol: both will work.\n#\n# requirepass foobared\n\n# Command renaming (DEPRECATED).\n#\n# ------------------------------------------------------------------------\n# WARNING: avoid using this option if possible. Instead use ACLs to remove\n# commands from the default user, and put them only in some admin user you\n# create for administrative purposes.\n# ------------------------------------------------------------------------\n#\n# It is possible to change the name of dangerous commands in a shared\n# environment. For instance the CONFIG command may be renamed into something\n# hard to guess so that it will still be available for internal-use tools\n# but not available for general clients.\n#\n# Example:\n#\n# rename-command CONFIG b840fc02d524045429941cc15f59e41cb7be6c52\n#\n# It is also possible to completely kill a command by renaming it into\n# an empty string:\n#\n# rename-command CONFIG \"\"\n#\n# Please note that changing the name of commands that are logged into the\n# AOF file or transmitted to replicas may cause problems.\n\n################################### CLIENTS ####################################\n\n# Set the max number of connected clients at the same time. By default\n# this limit is set to 10000 clients, however if the Redis server is not\n# able to configure the process file limit to allow for the specified limit\n# the max number of allowed clients is set to the current file limit\n# minus 32 (as Redis reserves a few file descriptors for internal uses).\n#\n# Once the limit is reached Redis will close all the new connections sending\n# an error 'max number of clients reached'.\n#\n# IMPORTANT: When Redis Cluster is used, the max number of connections is also\n# shared with the cluster bus: every node in the cluster will use two\n# connections, one incoming and another outgoing. It is important to size the\n# limit accordingly in case of very large clusters.\n#\n# maxclients 10000\n\n############################## MEMORY MANAGEMENT ################################\n\n# Set a memory usage limit to the specified amount of bytes.\n# When the memory limit is reached Redis will try to remove keys\n# according to the eviction policy selected (see maxmemory-policy).\n#\n# If Redis can't remove keys according to the policy, or if the policy is\n# set to 'noeviction', Redis will start to reply with errors to commands\n# that would use more memory, like SET, LPUSH, and so on, and will continue\n# to reply to read-only commands like GET.\n#\n# This option is usually useful when using Redis as an LRU or LFU cache, or to\n# set a hard memory limit for an instance (using the 'noeviction' policy).\n#\n# WARNING: If you have replicas attached to an instance with maxmemory on,\n# the size of the output buffers needed to feed the replicas are subtracted\n# from the used memory count, so that network problems / resyncs will\n# not trigger a loop where keys are evicted, and in turn the output\n# buffer of replicas is full with DELs of keys evicted triggering the deletion\n# of more keys, and so forth until the database is completely emptied.\n#\n# In short... if you have replicas attached it is suggested that you set a lower\n# limit for maxmemory so that there is some free RAM on the system for replica\n# output buffers (but this is not needed if the policy is 'noeviction').\n#\n# maxmemory \n\n# MAXMEMORY POLICY: how Redis will select what to remove when maxmemory\n# is reached. You can select one from the following behaviors:\n#\n# volatile-lru -> Evict using approximated LRU, only keys with an expire set.\n# allkeys-lru -> Evict any key using approximated LRU.\n# volatile-lfu -> Evict using approximated LFU, only keys with an expire set.\n# allkeys-lfu -> Evict any key using approximated LFU.\n# volatile-random -> Remove a random key having an expire set.\n# allkeys-random -> Remove a random key, any key.\n# volatile-ttl -> Remove the key with the nearest expire time (minor TTL)\n# noeviction -> Don't evict anything, just return an error on write operations.\n#\n# LRU means Least Recently Used\n# LFU means Least Frequently Used\n#\n# Both LRU, LFU and volatile-ttl are implemented using approximated\n# randomized algorithms.\n#\n# Note: with any of the above policies, Redis will return an error on write\n# operations, when there are no suitable keys for eviction.\n#\n# At the date of writing these commands are: set setnx setex append\n# incr decr rpush lpush rpushx lpushx linsert lset rpoplpush sadd\n# sinter sinterstore sunion sunionstore sdiff sdiffstore zadd zincrby\n# zunionstore zinterstore hset hsetnx hmset hincrby incrby decrby\n# getset mset msetnx exec sort\n#\n# The default is:\n#\n# maxmemory-policy noeviction\n\n# LRU, LFU and minimal TTL algorithms are not precise algorithms but approximated\n# algorithms (in order to save memory), so you can tune it for speed or\n# accuracy. By default Redis will check five keys and pick the one that was\n# used least recently, you can change the sample size using the following\n# configuration directive.\n#\n# The default of 5 produces good enough results. 10 Approximates very closely\n# true LRU but costs more CPU. 3 is faster but not very accurate.\n#\n# maxmemory-samples 5\n\n# Starting from Redis 5, by default a replica will ignore its maxmemory setting\n# (unless it is promoted to master after a failover or manually). It means\n# that the eviction of keys will be just handled by the master, sending the\n# DEL commands to the replica as keys evict in the master side.\n#\n# This behavior ensures that masters and replicas stay consistent, and is usually\n# what you want, however if your replica is writable, or you want the replica\n# to have a different memory setting, and you are sure all the writes performed\n# to the replica are idempotent, then you may change this default (but be sure\n# to understand what you are doing).\n#\n# Note that since the replica by default does not evict, it may end using more\n# memory than the one set via maxmemory (there are certain buffers that may\n# be larger on the replica, or data structures may sometimes take more memory\n# and so forth). So make sure you monitor your replicas and make sure they\n# have enough memory to never hit a real out-of-memory condition before the\n# master hits the configured maxmemory setting.\n#\n# replica-ignore-maxmemory yes\n\n# Redis reclaims expired keys in two ways: upon access when those keys are\n# found to be expired, and also in background, in what is called the\n# \"active expire key\". The key space is slowly and interactively scanned\n# looking for expired keys to reclaim, so that it is possible to free memory\n# of keys that are expired and will never be accessed again in a short time.\n#\n# The default effort of the expire cycle will try to avoid having more than\n# ten percent of expired keys still in memory, and will try to avoid consuming\n# more than 25% of total memory and to add latency to the system. However\n# it is possible to increase the expire \"effort\" that is normally set to\n# \"1\", to a greater value, up to the value \"10\". At its maximum value the\n# system will use more CPU, longer cycles (and technically may introduce\n# more latency), and will tolerate less already expired keys still present\n# in the system. It's a tradeoff between memory, CPU and latency.\n#\n# active-expire-effort 1\n\n############################# LAZY FREEING ####################################\n\n# Redis has two primitives to delete keys. One is called DEL and is a blocking\n# deletion of the object. It means that the server stops processing new commands\n# in order to reclaim all the memory associated with an object in a synchronous\n# way. If the key deleted is associated with a small object, the time needed\n# in order to execute the DEL command is very small and comparable to most other\n# O(1) or O(log_N) commands in Redis. However if the key is associated with an\n# aggregated value containing millions of elements, the server can block for\n# a long time (even seconds) in order to complete the operation.\n#\n# For the above reasons Redis also offers non blocking deletion primitives\n# such as UNLINK (non blocking DEL) and the ASYNC option of FLUSHALL and\n# FLUSHDB commands, in order to reclaim memory in background. Those commands\n# are executed in constant time. Another thread will incrementally free the\n# object in the background as fast as possible.\n#\n# DEL, UNLINK and ASYNC option of FLUSHALL and FLUSHDB are user-controlled.\n# It's up to the design of the application to understand when it is a good\n# idea to use one or the other. However the Redis server sometimes has to\n# delete keys or flush the whole database as a side effect of other operations.\n# Specifically Redis deletes objects independently of a user call in the\n# following scenarios:\n#\n# 1) On eviction, because of the maxmemory and maxmemory policy configurations,\n# in order to make room for new data, without going over the specified\n# memory limit.\n# 2) Because of expire: when a key with an associated time to live (see the\n# EXPIRE command) must be deleted from memory.\n# 3) Because of a side effect of a command that stores data on a key that may\n# already exist. For example the RENAME command may delete the old key\n# content when it is replaced with another one. Similarly SUNIONSTORE\n# or SORT with STORE option may delete existing keys. The SET command\n# itself removes any old content of the specified key in order to replace\n# it with the specified string.\n# 4) During replication, when a replica performs a full resynchronization with\n# its master, the content of the whole database is removed in order to\n# load the RDB file just transferred.\n#\n# In all the above cases the default is to delete objects in a blocking way,\n# like if DEL was called. However you can configure each case specifically\n# in order to instead release memory in a non-blocking way like if UNLINK\n# was called, using the following configuration directives.\n\nlazyfree-lazy-eviction no\nlazyfree-lazy-expire no\nlazyfree-lazy-server-del no\nreplica-lazy-flush no\n\n# It is also possible, for the case when to replace the user code DEL calls\n# with UNLINK calls is not easy, to modify the default behavior of the DEL\n# command to act exactly like UNLINK, using the following configuration\n# directive:\n\nlazyfree-lazy-user-del no\n\n################################ THREADED I/O #################################\n\n# Redis is mostly single threaded, however there are certain threaded\n# operations such as UNLINK, slow I/O accesses and other things that are\n# performed on side threads.\n#\n# Now it is also possible to handle Redis clients socket reads and writes\n# in different I/O threads. Since especially writing is so slow, normally\n# Redis users use pipelining in order to speed up the Redis performances per\n# core, and spawn multiple instances in order to scale more. Using I/O\n# threads it is possible to easily speedup two times Redis without resorting\n# to pipelining nor sharding of the instance.\n#\n# By default threading is disabled, we suggest enabling it only in machines\n# that have at least 4 or more cores, leaving at least one spare core.\n# Using more than 8 threads is unlikely to help much. We also recommend using\n# threaded I/O only if you actually have performance problems, with Redis\n# instances being able to use a quite big percentage of CPU time, otherwise\n# there is no point in using this feature.\n#\n# So for instance if you have a four cores boxes, try to use 2 or 3 I/O\n# threads, if you have a 8 cores, try to use 6 threads. In order to\n# enable I/O threads use the following configuration directive:\n#\n# io-threads 4\n#\n# Setting io-threads to 1 will just use the main thread as usual.\n# When I/O threads are enabled, we only use threads for writes, that is\n# to thread the write(2) syscall and transfer the client buffers to the\n# socket. However it is also possible to enable threading of reads and\n# protocol parsing using the following configuration directive, by setting\n# it to yes:\n#\n# io-threads-do-reads no\n#\n# Usually threading reads doesn't help much.\n#\n# NOTE 1: This configuration directive cannot be changed at runtime via\n# CONFIG SET. Aso this feature currently does not work when SSL is\n# enabled.\n#\n# NOTE 2: If you want to test the Redis speedup using redis-benchmark, make\n# sure you also run the benchmark itself in threaded mode, using the\n# --threads option to match the number of Redis threads, otherwise you'll not\n# be able to notice the improvements.\n\n############################ KERNEL OOM CONTROL ##############################\n\n# On Linux, it is possible to hint the kernel OOM killer on what processes\n# should be killed first when out of memory.\n#\n# Enabling this feature makes Redis actively control the oom_score_adj value\n# for all its processes, depending on their role. The default scores will\n# attempt to have background child processes killed before all others, and\n# replicas killed before masters.\n#\n# Redis supports three options:\n#\n# no: Don't make changes to oom-score-adj (default).\n# yes: Alias to \"relative\" see below.\n# absolute: Values in oom-score-adj-values are written as is to the kernel.\n# relative: Values are used relative to the initial value of oom_score_adj when\n# the server starts and are then clamped to a range of -1000 to 1000.\n# Because typically the initial value is 0, they will often match the\n# absolute values.\noom-score-adj no\n\n# When oom-score-adj is used, this directive controls the specific values used\n# for master, replica and background child processes. Values range -2000 to\n# 2000 (higher means more likely to be killed).\n#\n# Unprivileged processes (not root, and without CAP_SYS_RESOURCE capabilities)\n# can freely increase their value, but not decrease it below its initial\n# settings. This means that setting oom-score-adj to \"relative\" and setting the\n# oom-score-adj-values to positive values will always succeed.\noom-score-adj-values 0 200 800\n\n############################## APPEND ONLY MODE ###############################\n\n# By default Redis asynchronously dumps the dataset on disk. This mode is\n# good enough in many applications, but an issue with the Redis process or\n# a power outage may result into a few minutes of writes lost (depending on\n# the configured save points).\n#\n# The Append Only File is an alternative persistence mode that provides\n# much better durability. For instance using the default data fsync policy\n# (see later in the config file) Redis can lose just one second of writes in a\n# dramatic event like a server power outage, or a single write if something\n# wrong with the Redis process itself happens, but the operating system is\n# still running correctly.\n#\n# AOF and RDB persistence can be enabled at the same time without problems.\n# If the AOF is enabled on startup Redis will load the AOF, that is the file\n# with the better durability guarantees.\n#\n# Please check http://redis.io/topics/persistence for more information.\n\nappendonly no\n\n# The name of the append only file (default: \"appendonly.aof\")\n\nappendfilename \"appendonly.aof\"\n\n# The fsync() call tells the Operating System to actually write data on disk\n# instead of waiting for more data in the output buffer. Some OS will really flush\n# data on disk, some other OS will just try to do it ASAP.\n#\n# Redis supports three different modes:\n#\n# no: don't fsync, just let the OS flush the data when it wants. Faster.\n# always: fsync after every write to the append only log. Slow, Safest.\n# everysec: fsync only one time every second. Compromise.\n#\n# The default is \"everysec\", as that's usually the right compromise between\n# speed and data safety. It's up to you to understand if you can relax this to\n# \"no\" that will let the operating system flush the output buffer when\n# it wants, for better performances (but if you can live with the idea of\n# some data loss consider the default persistence mode that's snapshotting),\n# or on the contrary, use \"always\" that's very slow but a bit safer than\n# everysec.\n#\n# More details please check the following article:\n# http://antirez.com/post/redis-persistence-demystified.html\n#\n# If unsure, use \"everysec\".\n\n# appendfsync always\nappendfsync everysec\n# appendfsync no\n\n# When the AOF fsync policy is set to always or everysec, and a background\n# saving process (a background save or AOF log background rewriting) is\n# performing a lot of I/O against the disk, in some Linux configurations\n# Redis may block too long on the fsync() call. Note that there is no fix for\n# this currently, as even performing fsync in a different thread will block\n# our synchronous write(2) call.\n#\n# In order to mitigate this problem it's possible to use the following option\n# that will prevent fsync() from being called in the main process while a\n# BGSAVE or BGREWRITEAOF is in progress.\n#\n# This means that while another child is saving, the durability of Redis is\n# the same as \"appendfsync none\". In practical terms, this means that it is\n# possible to lose up to 30 seconds of log in the worst scenario (with the\n# default Linux settings).\n#\n# If you have latency problems turn this to \"yes\". Otherwise leave it as\n# \"no\" that is the safest pick from the point of view of durability.\n\nno-appendfsync-on-rewrite no\n\n# Automatic rewrite of the append only file.\n# Redis is able to automatically rewrite the log file implicitly calling\n# BGREWRITEAOF when the AOF log size grows by the specified percentage.\n#\n# This is how it works: Redis remembers the size of the AOF file after the\n# latest rewrite (if no rewrite has happened since the restart, the size of\n# the AOF at startup is used).\n#\n# This base size is compared to the current size. If the current size is\n# bigger than the specified percentage, the rewrite is triggered. Also\n# you need to specify a minimal size for the AOF file to be rewritten, this\n# is useful to avoid rewriting the AOF file even if the percentage increase\n# is reached but it is still pretty small.\n#\n# Specify a percentage of zero in order to disable the automatic AOF\n# rewrite feature.\n\nauto-aof-rewrite-percentage 100\nauto-aof-rewrite-min-size 64mb\n\n# An AOF file may be found to be truncated at the end during the Redis\n# startup process, when the AOF data gets loaded back into memory.\n# This may happen when the system where Redis is running\n# crashes, especially when an ext4 filesystem is mounted without the\n# data=ordered option (however this can't happen when Redis itself\n# crashes or aborts but the operating system still works correctly).\n#\n# Redis can either exit with an error when this happens, or load as much\n# data as possible (the default now) and start if the AOF file is found\n# to be truncated at the end. The following option controls this behavior.\n#\n# If aof-load-truncated is set to yes, a truncated AOF file is loaded and\n# the Redis server starts emitting a log to inform the user of the event.\n# Otherwise if the option is set to no, the server aborts with an error\n# and refuses to start. When the option is set to no, the user requires\n# to fix the AOF file using the \"redis-check-aof\" utility before to restart\n# the server.\n#\n# Note that if the AOF file will be found to be corrupted in the middle\n# the server will still exit with an error. This option only applies when\n# Redis will try to read more data from the AOF file but not enough bytes\n# will be found.\naof-load-truncated yes\n\n# When rewriting the AOF file, Redis is able to use an RDB preamble in the\n# AOF file for faster rewrites and recoveries. When this option is turned\n# on the rewritten AOF file is composed of two different stanzas:\n#\n# [RDB file][AOF tail]\n#\n# When loading, Redis recognizes that the AOF file starts with the \"REDIS\"\n# string and loads the prefixed RDB file, then continues loading the AOF\n# tail.\naof-use-rdb-preamble yes\n\n################################ LUA SCRIPTING ###############################\n\n# Max execution time of a Lua script in milliseconds.\n#\n# If the maximum execution time is reached Redis will log that a script is\n# still in execution after the maximum allowed time and will start to\n# reply to queries with an error.\n#\n# When a long running script exceeds the maximum execution time only the\n# SCRIPT KILL and SHUTDOWN NOSAVE commands are available. The first can be\n# used to stop a script that did not yet call any write commands. The second\n# is the only way to shut down the server in the case a write command was\n# already issued by the script but the user doesn't want to wait for the natural\n# termination of the script.\n#\n# Set it to 0 or a negative value for unlimited execution without warnings.\nlua-time-limit 5000\n\n################################ REDIS CLUSTER ###############################\n\n# Normal Redis instances can't be part of a Redis Cluster; only nodes that are\n# started as cluster nodes can. In order to start a Redis instance as a\n# cluster node enable the cluster support uncommenting the following:\n#\n# cluster-enabled yes\n\n# Every cluster node has a cluster configuration file. This file is not\n# intended to be edited by hand. It is created and updated by Redis nodes.\n# Every Redis Cluster node requires a different cluster configuration file.\n# Make sure that instances running in the same system do not have\n# overlapping cluster configuration file names.\n#\n# cluster-config-file nodes-6379.conf\n\n# Cluster node timeout is the amount of milliseconds a node must be unreachable\n# for it to be considered in failure state.\n# Most other internal time limits are a multiple of the node timeout.\n#\n# cluster-node-timeout 15000\n\n# A replica of a failing master will avoid to start a failover if its data\n# looks too old.\n#\n# There is no simple way for a replica to actually have an exact measure of\n# its \"data age\", so the following two checks are performed:\n#\n# 1) If there are multiple replicas able to failover, they exchange messages\n# in order to try to give an advantage to the replica with the best\n# replication offset (more data from the master processed).\n# Replicas will try to get their rank by offset, and apply to the start\n# of the failover a delay proportional to their rank.\n#\n# 2) Every single replica computes the time of the last interaction with\n# its master. This can be the last ping or command received (if the master\n# is still in the \"connected\" state), or the time that elapsed since the\n# disconnection with the master (if the replication link is currently down).\n# If the last interaction is too old, the replica will not try to failover\n# at all.\n#\n# The point \"2\" can be tuned by user. Specifically a replica will not perform\n# the failover if, since the last interaction with the master, the time\n# elapsed is greater than:\n#\n# (node-timeout * cluster-replica-validity-factor) + repl-ping-replica-period\n#\n# So for example if node-timeout is 30 seconds, and the cluster-replica-validity-factor\n# is 10, and assuming a default repl-ping-replica-period of 10 seconds, the\n# replica will not try to failover if it was not able to talk with the master\n# for longer than 310 seconds.\n#\n# A large cluster-replica-validity-factor may allow replicas with too old data to failover\n# a master, while a too small value may prevent the cluster from being able to\n# elect a replica at all.\n#\n# For maximum availability, it is possible to set the cluster-replica-validity-factor\n# to a value of 0, which means, that replicas will always try to failover the\n# master regardless of the last time they interacted with the master.\n# (However they'll always try to apply a delay proportional to their\n# offset rank).\n#\n# Zero is the only value able to guarantee that when all the partitions heal\n# the cluster will always be able to continue.\n#\n# cluster-replica-validity-factor 10\n\n# Cluster replicas are able to migrate to orphaned masters, that are masters\n# that are left without working replicas. This improves the cluster ability\n# to resist to failures as otherwise an orphaned master can't be failed over\n# in case of failure if it has no working replicas.\n#\n# Replicas migrate to orphaned masters only if there are still at least a\n# given number of other working replicas for their old master. This number\n# is the \"migration barrier\". A migration barrier of 1 means that a replica\n# will migrate only if there is at least 1 other working replica for its master\n# and so forth. It usually reflects the number of replicas you want for every\n# master in your cluster.\n#\n# Default is 1 (replicas migrate only if their masters remain with at least\n# one replica). To disable migration just set it to a very large value.\n# A value of 0 can be set but is useful only for debugging and dangerous\n# in production.\n#\n# cluster-migration-barrier 1\n\n# By default Redis Cluster nodes stop accepting queries if they detect there\n# is at least a hash slot uncovered (no available node is serving it).\n# This way if the cluster is partially down (for example a range of hash slots\n# are no longer covered) all the cluster becomes, eventually, unavailable.\n# It automatically returns available as soon as all the slots are covered again.\n#\n# However sometimes you want the subset of the cluster which is working,\n# to continue to accept queries for the part of the key space that is still\n# covered. In order to do so, just set the cluster-require-full-coverage\n# option to no.\n#\n# cluster-require-full-coverage yes\n\n# This option, when set to yes, prevents replicas from trying to failover its\n# master during master failures. However the master can still perform a\n# manual failover, if forced to do so.\n#\n# This is useful in different scenarios, especially in the case of multiple\n# data center operations, where we want one side to never be promoted if not\n# in the case of a total DC failure.\n#\n# cluster-replica-no-failover no\n\n# This option, when set to yes, allows nodes to serve read traffic while the\n# the cluster is in a down state, as long as it believes it owns the slots. \n#\n# This is useful for two cases. The first case is for when an application \n# doesn't require consistency of data during node failures or network partitions.\n# One example of this is a cache, where as long as the node has the data it\n# should be able to serve it. \n#\n# The second use case is for configurations that don't meet the recommended \n# three shards but want to enable cluster mode and scale later. A \n# master outage in a 1 or 2 shard configuration causes a read/write outage to the\n# entire cluster without this option set, with it set there is only a write outage.\n# Without a quorum of masters, slot ownership will not change automatically. \n#\n# cluster-allow-reads-when-down no\n\n# In order to setup your cluster make sure to read the documentation\n# available at http://redis.io web site.\n\n########################## CLUSTER DOCKER/NAT support ########################\n\n# In certain deployments, Redis Cluster nodes address discovery fails, because\n# addresses are NAT-ted or because ports are forwarded (the typical case is\n# Docker and other containers).\n#\n# In order to make Redis Cluster working in such environments, a static\n# configuration where each node knows its public address is needed. The\n# following two options are used for this scope, and are:\n#\n# * cluster-announce-ip\n# * cluster-announce-port\n# * cluster-announce-bus-port\n#\n# Each instructs the node about its address, client port, and cluster message\n# bus port. The information is then published in the header of the bus packets\n# so that other nodes will be able to correctly map the address of the node\n# publishing the information.\n#\n# If the above options are not used, the normal Redis Cluster auto-detection\n# will be used instead.\n#\n# Note that when remapped, the bus port may not be at the fixed offset of\n# clients port + 10000, so you can specify any port and bus-port depending\n# on how they get remapped. If the bus-port is not set, a fixed offset of\n# 10000 will be used as usual.\n#\n# Example:\n#\n# cluster-announce-ip 10.1.1.5\n# cluster-announce-port 6379\n# cluster-announce-bus-port 6380\n\n################################## SLOW LOG ###################################\n\n# The Redis Slow Log is a system to log queries that exceeded a specified\n# execution time. The execution time does not include the I/O operations\n# like talking with the client, sending the reply and so forth,\n# but just the time needed to actually execute the command (this is the only\n# stage of command execution where the thread is blocked and can not serve\n# other requests in the meantime).\n#\n# You can configure the slow log with two parameters: one tells Redis\n# what is the execution time, in microseconds, to exceed in order for the\n# command to get logged, and the other parameter is the length of the\n# slow log. When a new command is logged the oldest one is removed from the\n# queue of logged commands.\n\n# The following time is expressed in microseconds, so 1000000 is equivalent\n# to one second. Note that a negative number disables the slow log, while\n# a value of zero forces the logging of every command.\nslowlog-log-slower-than 10000\n\n# There is no limit to this length. Just be aware that it will consume memory.\n# You can reclaim memory used by the slow log with SLOWLOG RESET.\nslowlog-max-len 128\n\n################################ LATENCY MONITOR ##############################\n\n# The Redis latency monitoring subsystem samples different operations\n# at runtime in order to collect data related to possible sources of\n# latency of a Redis instance.\n#\n# Via the LATENCY command this information is available to the user that can\n# print graphs and obtain reports.\n#\n# The system only logs operations that were performed in a time equal or\n# greater than the amount of milliseconds specified via the\n# latency-monitor-threshold configuration directive. When its value is set\n# to zero, the latency monitor is turned off.\n#\n# By default latency monitoring is disabled since it is mostly not needed\n# if you don't have latency issues, and collecting data has a performance\n# impact, that while very small, can be measured under big load. Latency\n# monitoring can easily be enabled at runtime using the command\n# \"CONFIG SET latency-monitor-threshold \" if needed.\nlatency-monitor-threshold 0\n\n############################# EVENT NOTIFICATION ##############################\n\n# Redis can notify Pub/Sub clients about events happening in the key space.\n# This feature is documented at http://redis.io/topics/notifications\n#\n# For instance if keyspace events notification is enabled, and a client\n# performs a DEL operation on key \"foo\" stored in the Database 0, two\n# messages will be published via Pub/Sub:\n#\n# PUBLISH __keyspace@0__:foo del\n# PUBLISH __keyevent@0__:del foo\n#\n# It is possible to select the events that Redis will notify among a set\n# of classes. Every class is identified by a single character:\n#\n# K Keyspace events, published with __keyspace@__ prefix.\n# E Keyevent events, published with __keyevent@__ prefix.\n# g Generic commands (non-type specific) like DEL, EXPIRE, RENAME, ...\n# $ String commands\n# l List commands\n# s Set commands\n# h Hash commands\n# z Sorted set commands\n# x Expired events (events generated every time a key expires)\n# e Evicted events (events generated when a key is evicted for maxmemory)\n# t Stream commands\n# m Key-miss events (Note: It is not included in the 'A' class)\n# A Alias for g$lshzxet, so that the \"AKE\" string means all the events\n# (Except key-miss events which are excluded from 'A' due to their\n# unique nature).\n#\n# The \"notify-keyspace-events\" takes as argument a string that is composed\n# of zero or multiple characters. The empty string means that notifications\n# are disabled.\n#\n# Example: to enable list and generic events, from the point of view of the\n# event name, use:\n#\n# notify-keyspace-events Elg\n#\n# Example 2: to get the stream of the expired keys subscribing to channel\n# name __keyevent@0__:expired use:\n#\n# notify-keyspace-events Ex\n#\n# By default all notifications are disabled because most users don't need\n# this feature and the feature has some overhead. Note that if you don't\n# specify at least one of K or E, no events will be delivered.\nnotify-keyspace-events \"\"\n\n############################### GOPHER SERVER #################################\n\n# Redis contains an implementation of the Gopher protocol, as specified in\n# the RFC 1436 (https://www.ietf.org/rfc/rfc1436.txt).\n#\n# The Gopher protocol was very popular in the late '90s. It is an alternative\n# to the web, and the implementation both server and client side is so simple\n# that the Redis server has just 100 lines of code in order to implement this\n# support.\n#\n# What do you do with Gopher nowadays? Well Gopher never *really* died, and\n# lately there is a movement in order for the Gopher more hierarchical content\n# composed of just plain text documents to be resurrected. Some want a simpler\n# internet, others believe that the mainstream internet became too much\n# controlled, and it's cool to create an alternative space for people that\n# want a bit of fresh air.\n#\n# Anyway for the 10nth birthday of the Redis, we gave it the Gopher protocol\n# as a gift.\n#\n# --- HOW IT WORKS? ---\n#\n# The Redis Gopher support uses the inline protocol of Redis, and specifically\n# two kind of inline requests that were anyway illegal: an empty request\n# or any request that starts with \"/\" (there are no Redis commands starting\n# with such a slash). Normal RESP2/RESP3 requests are completely out of the\n# path of the Gopher protocol implementation and are served as usual as well.\n#\n# If you open a connection to Redis when Gopher is enabled and send it\n# a string like \"/foo\", if there is a key named \"/foo\" it is served via the\n# Gopher protocol.\n#\n# In order to create a real Gopher \"hole\" (the name of a Gopher site in Gopher\n# talking), you likely need a script like the following:\n#\n# https://github.com/antirez/gopher2redis\n#\n# --- SECURITY WARNING ---\n#\n# If you plan to put Redis on the internet in a publicly accessible address\n# to server Gopher pages MAKE SURE TO SET A PASSWORD to the instance.\n# Once a password is set:\n#\n# 1. The Gopher server (when enabled, not by default) will still serve\n# content via Gopher.\n# 2. However other commands cannot be called before the client will\n# authenticate.\n#\n# So use the 'requirepass' option to protect your instance.\n#\n# Note that Gopher is not currently supported when 'io-threads-do-reads'\n# is enabled.\n#\n# To enable Gopher support, uncomment the following line and set the option\n# from no (the default) to yes.\n#\n# gopher-enabled no\n\n############################### ADVANCED CONFIG ###############################\n\n# Hashes are encoded using a memory efficient data structure when they have a\n# small number of entries, and the biggest entry does not exceed a given\n# threshold. These thresholds can be configured using the following directives.\nhash-max-ziplist-entries 512\nhash-max-ziplist-value 64\n\n# Lists are also encoded in a special way to save a lot of space.\n# The number of entries allowed per internal list node can be specified\n# as a fixed maximum size or a maximum number of elements.\n# For a fixed maximum size, use -5 through -1, meaning:\n# -5: max size: 64 Kb <-- not recommended for normal workloads\n# -4: max size: 32 Kb <-- not recommended\n# -3: max size: 16 Kb <-- probably not recommended\n# -2: max size: 8 Kb <-- good\n# -1: max size: 4 Kb <-- good\n# Positive numbers mean store up to _exactly_ that number of elements\n# per list node.\n# The highest performing option is usually -2 (8 Kb size) or -1 (4 Kb size),\n# but if your use case is unique, adjust the settings as necessary.\nlist-max-ziplist-size -2\n\n# Lists may also be compressed.\n# Compress depth is the number of quicklist ziplist nodes from *each* side of\n# the list to *exclude* from compression. The head and tail of the list\n# are always uncompressed for fast push/pop operations. Settings are:\n# 0: disable all list compression\n# 1: depth 1 means \"don't start compressing until after 1 node into the list,\n# going from either the head or tail\"\n# So: [head]->node->node->...->node->[tail]\n# [head], [tail] will always be uncompressed; inner nodes will compress.\n# 2: [head]->[next]->node->node->...->node->[prev]->[tail]\n# 2 here means: don't compress head or head->next or tail->prev or tail,\n# but compress all nodes between them.\n# 3: [head]->[next]->[next]->node->node->...->node->[prev]->[prev]->[tail]\n# etc.\nlist-compress-depth 0\n\n# Sets have a special encoding in just one case: when a set is composed\n# of just strings that happen to be integers in radix 10 in the range\n# of 64 bit signed integers.\n# The following configuration setting sets the limit in the size of the\n# set in order to use this special memory saving encoding.\nset-max-intset-entries 512\n\n# Similarly to hashes and lists, sorted sets are also specially encoded in\n# order to save a lot of space. This encoding is only used when the length and\n# elements of a sorted set are below the following limits:\nzset-max-ziplist-entries 128\nzset-max-ziplist-value 64\n\n# HyperLogLog sparse representation bytes limit. The limit includes the\n# 16 bytes header. When an HyperLogLog using the sparse representation crosses\n# this limit, it is converted into the dense representation.\n#\n# A value greater than 16000 is totally useless, since at that point the\n# dense representation is more memory efficient.\n#\n# The suggested value is ~ 3000 in order to have the benefits of\n# the space efficient encoding without slowing down too much PFADD,\n# which is O(N) with the sparse encoding. The value can be raised to\n# ~ 10000 when CPU is not a concern, but space is, and the data set is\n# composed of many HyperLogLogs with cardinality in the 0 - 15000 range.\nhll-sparse-max-bytes 3000\n\n# Streams macro node max size / items. The stream data structure is a radix\n# tree of big nodes that encode multiple items inside. Using this configuration\n# it is possible to configure how big a single node can be in bytes, and the\n# maximum number of items it may contain before switching to a new node when\n# appending new stream entries. If any of the following settings are set to\n# zero, the limit is ignored, so for instance it is possible to set just a\n# max entires limit by setting max-bytes to 0 and max-entries to the desired\n# value.\nstream-node-max-bytes 4096\nstream-node-max-entries 100\n\n# Active rehashing uses 1 millisecond every 100 milliseconds of CPU time in\n# order to help rehashing the main Redis hash table (the one mapping top-level\n# keys to values). The hash table implementation Redis uses (see dict.c)\n# performs a lazy rehashing: the more operation you run into a hash table\n# that is rehashing, the more rehashing \"steps\" are performed, so if the\n# server is idle the rehashing is never complete and some more memory is used\n# by the hash table.\n#\n# The default is to use this millisecond 10 times every second in order to\n# actively rehash the main dictionaries, freeing memory when possible.\n#\n# If unsure:\n# use \"activerehashing no\" if you have hard latency requirements and it is\n# not a good thing in your environment that Redis can reply from time to time\n# to queries with 2 milliseconds delay.\n#\n# use \"activerehashing yes\" if you don't have such hard requirements but\n# want to free memory asap when possible.\nactiverehashing yes\n\n# The client output buffer limits can be used to force disconnection of clients\n# that are not reading data from the server fast enough for some reason (a\n# common reason is that a Pub/Sub client can't consume messages as fast as the\n# publisher can produce them).\n#\n# The limit can be set differently for the three different classes of clients:\n#\n# normal -> normal clients including MONITOR clients\n# replica -> replica clients\n# pubsub -> clients subscribed to at least one pubsub channel or pattern\n#\n# The syntax of every client-output-buffer-limit directive is the following:\n#\n# client-output-buffer-limit \n#\n# A client is immediately disconnected once the hard limit is reached, or if\n# the soft limit is reached and remains reached for the specified number of\n# seconds (continuously).\n# So for instance if the hard limit is 32 megabytes and the soft limit is\n# 16 megabytes / 10 seconds, the client will get disconnected immediately\n# if the size of the output buffers reach 32 megabytes, but will also get\n# disconnected if the client reaches 16 megabytes and continuously overcomes\n# the limit for 10 seconds.\n#\n# By default normal clients are not limited because they don't receive data\n# without asking (in a push way), but just after a request, so only\n# asynchronous clients may create a scenario where data is requested faster\n# than it can read.\n#\n# Instead there is a default limit for pubsub and replica clients, since\n# subscribers and replicas receive data in a push fashion.\n#\n# Both the hard or the soft limit can be disabled by setting them to zero.\nclient-output-buffer-limit normal 0 0 0\nclient-output-buffer-limit replica 256mb 64mb 60\nclient-output-buffer-limit pubsub 32mb 8mb 60\n\n# Client query buffers accumulate new commands. They are limited to a fixed\n# amount by default in order to avoid that a protocol desynchronization (for\n# instance due to a bug in the client) will lead to unbound memory usage in\n# the query buffer. However you can configure it here if you have very special\n# needs, such us huge multi/exec requests or alike.\n#\n# client-query-buffer-limit 1gb\n\n# In the Redis protocol, bulk requests, that are, elements representing single\n# strings, are normally limited to 512 mb. However you can change this limit\n# here, but must be 1mb or greater\n#\n# proto-max-bulk-len 512mb\n\n# Redis calls an internal function to perform many background tasks, like\n# closing connections of clients in timeout, purging expired keys that are\n# never requested, and so forth.\n#\n# Not all tasks are performed with the same frequency, but Redis checks for\n# tasks to perform according to the specified \"hz\" value.\n#\n# By default \"hz\" is set to 10. Raising the value will use more CPU when\n# Redis is idle, but at the same time will make Redis more responsive when\n# there are many keys expiring at the same time, and timeouts may be\n# handled with more precision.\n#\n# The range is between 1 and 500, however a value over 100 is usually not\n# a good idea. Most users should use the default of 10 and raise this up to\n# 100 only in environments where very low latency is required.\nhz 10\n\n# Normally it is useful to have an HZ value which is proportional to the\n# number of clients connected. This is useful in order, for instance, to\n# avoid too many clients are processed for each background task invocation\n# in order to avoid latency spikes.\n#\n# Since the default HZ value by default is conservatively set to 10, Redis\n# offers, and enables by default, the ability to use an adaptive HZ value\n# which will temporarily raise when there are many connected clients.\n#\n# When dynamic HZ is enabled, the actual configured HZ will be used\n# as a baseline, but multiples of the configured HZ value will be actually\n# used as needed once more clients are connected. In this way an idle\n# instance will use very little CPU time while a busy instance will be\n# more responsive.\ndynamic-hz yes\n\n# When a child rewrites the AOF file, if the following option is enabled\n# the file will be fsync-ed every 32 MB of data generated. This is useful\n# in order to commit the file to the disk more incrementally and avoid\n# big latency spikes.\naof-rewrite-incremental-fsync yes\n\n# When redis saves RDB file, if the following option is enabled\n# the file will be fsync-ed every 32 MB of data generated. This is useful\n# in order to commit the file to the disk more incrementally and avoid\n# big latency spikes.\nrdb-save-incremental-fsync yes\n\n# Redis LFU eviction (see maxmemory setting) can be tuned. However it is a good\n# idea to start with the default settings and only change them after investigating\n# how to improve the performances and how the keys LFU change over time, which\n# is possible to inspect via the OBJECT FREQ command.\n#\n# There are two tunable parameters in the Redis LFU implementation: the\n# counter logarithm factor and the counter decay time. It is important to\n# understand what the two parameters mean before changing them.\n#\n# The LFU counter is just 8 bits per key, it's maximum value is 255, so Redis\n# uses a probabilistic increment with logarithmic behavior. Given the value\n# of the old counter, when a key is accessed, the counter is incremented in\n# this way:\n#\n# 1. A random number R between 0 and 1 is extracted.\n# 2. A probability P is calculated as 1/(old_value*lfu_log_factor+1).\n# 3. The counter is incremented only if R < P.\n#\n# The default lfu-log-factor is 10. This is a table of how the frequency\n# counter changes with a different number of accesses with different\n# logarithmic factors:\n#\n# +--------+------------+------------+------------+------------+------------+\n# | factor | 100 hits | 1000 hits | 100K hits | 1M hits | 10M hits |\n# +--------+------------+------------+------------+------------+------------+\n# | 0 | 104 | 255 | 255 | 255 | 255 |\n# +--------+------------+------------+------------+------------+------------+\n# | 1 | 18 | 49 | 255 | 255 | 255 |\n# +--------+------------+------------+------------+------------+------------+\n# | 10 | 10 | 18 | 142 | 255 | 255 |\n# +--------+------------+------------+------------+------------+------------+\n# | 100 | 8 | 11 | 49 | 143 | 255 |\n# +--------+------------+------------+------------+------------+------------+\n#\n# NOTE: The above table was obtained by running the following commands:\n#\n# redis-benchmark -n 1000000 incr foo\n# redis-cli object freq foo\n#\n# NOTE 2: The counter initial value is 5 in order to give new objects a chance\n# to accumulate hits.\n#\n# The counter decay time is the time, in minutes, that must elapse in order\n# for the key counter to be divided by two (or decremented if it has a value\n# less <= 10).\n#\n# The default value for the lfu-decay-time is 1. A special value of 0 means to\n# decay the counter every time it happens to be scanned.\n#\n# lfu-log-factor 10\n# lfu-decay-time 1\n\n########################### ACTIVE DEFRAGMENTATION #######################\n#\n# What is active defragmentation?\n# -------------------------------\n#\n# Active (online) defragmentation allows a Redis server to compact the\n# spaces left between small allocations and deallocations of data in memory,\n# thus allowing to reclaim back memory.\n#\n# Fragmentation is a natural process that happens with every allocator (but\n# less so with Jemalloc, fortunately) and certain workloads. Normally a server\n# restart is needed in order to lower the fragmentation, or at least to flush\n# away all the data and create it again. However thanks to this feature\n# implemented by Oran Agra for Redis 4.0 this process can happen at runtime\n# in a \"hot\" way, while the server is running.\n#\n# Basically when the fragmentation is over a certain level (see the\n# configuration options below) Redis will start to create new copies of the\n# values in contiguous memory regions by exploiting certain specific Jemalloc\n# features (in order to understand if an allocation is causing fragmentation\n# and to allocate it in a better place), and at the same time, will release the\n# old copies of the data. This process, repeated incrementally for all the keys\n# will cause the fragmentation to drop back to normal values.\n#\n# Important things to understand:\n#\n# 1. This feature is disabled by default, and only works if you compiled Redis\n# to use the copy of Jemalloc we ship with the source code of Redis.\n# This is the default with Linux builds.\n#\n# 2. You never need to enable this feature if you don't have fragmentation\n# issues.\n#\n# 3. Once you experience fragmentation, you can enable this feature when\n# needed with the command \"CONFIG SET activedefrag yes\".\n#\n# The configuration parameters are able to fine tune the behavior of the\n# defragmentation process. If you are not sure about what they mean it is\n# a good idea to leave the defaults untouched.\n\n# Enabled active defragmentation\n# activedefrag no\n\n# Minimum amount of fragmentation waste to start active defrag\n# active-defrag-ignore-bytes 100mb\n\n# Minimum percentage of fragmentation to start active defrag\n# active-defrag-threshold-lower 10\n\n# Maximum percentage of fragmentation at which we use maximum effort\n# active-defrag-threshold-upper 100\n\n# Minimal effort for defrag in CPU percentage, to be used when the lower\n# threshold is reached\n# active-defrag-cycle-min 1\n\n# Maximal effort for defrag in CPU percentage, to be used when the upper\n# threshold is reached\n# active-defrag-cycle-max 25\n\n# Maximum number of set/hash/zset/list fields that will be processed from\n# the main dictionary scan\n# active-defrag-max-scan-fields 1000\n\n# Jemalloc background thread for purging will be enabled by default\njemalloc-bg-thread yes\n\n# It is possible to pin different threads and processes of Redis to specific\n# CPUs in your system, in order to maximize the performances of the server.\n# This is useful both in order to pin different Redis threads in different\n# CPUs, but also in order to make sure that multiple Redis instances running\n# in the same host will be pinned to different CPUs.\n#\n# Normally you can do this using the \"taskset\" command, however it is also\n# possible to this via Redis configuration directly, both in Linux and FreeBSD.\n#\n# You can pin the server/IO threads, bio threads, aof rewrite child process, and\n# the bgsave child process. The syntax to specify the cpu list is the same as\n# the taskset command:\n#\n# Set redis server/io threads to cpu affinity 0,2,4,6:\n# server_cpulist 0-7:2\n#\n# Set bio threads to cpu affinity 1,3:\n# bio_cpulist 1,3\n#\n# Set aof rewrite child process to cpu affinity 8,9,10,11:\n# aof_rewrite_cpulist 8-11\n#\n# Set bgsave child process to cpu affinity 1,10,11\n# bgsave_cpulist 1,10-11\n\n# In some cases redis will emit warnings and even refuse to start if it detects\n# that the system is in bad state, it is possible to suppress these warnings\n# by setting the following config which takes a space delimited list of warnings\n# to suppress\n#\n# ignore-warnings ARM64-COW-BUG" }, { "path": "render.yaml", "content": "# https://render.com/docs/blueprint-spec\n\npreviewsEnabled: false\n\nservices:\n - type: web\n name: design-system\n env: static\n buildCommand: pnpm && NODE_ENV=production pnpm nx run design-system:build-storybook # NODE_ENV=production is required to fix this issue: https://github.com/nrwl/nx/issues/8403\n staticPublishPath: dist/storybook/design-system\n autoDeploy: true\n domains:\n - design.maybe.co\n\nenvVarGroups:\n - name: global-env\n envVars:\n - key: NODE_VERSION # https://render.com/docs/node-version\n value: 16.14.0 # LTS\n" }, { "path": "tools/generators/.gitkeep", "content": "" }, { "path": "tools/generators/index.ts", "content": "export * as TellerGenerator from './tellerGenerator'\n" }, { "path": "tools/generators/tellerGenerator.ts", "content": "import { faker } from '@faker-js/faker'\nimport type { TellerTypes } from '../../libs/teller-api/src'\nimport type { Prisma } from '@prisma/client'\nimport { DateTime } from 'luxon'\n\nfunction generateSubType(\n type: TellerTypes.AccountTypes\n): TellerTypes.DepositorySubtypes | TellerTypes.CreditSubtype {\n if (type === 'depository') {\n return faker.helpers.arrayElement([\n 'checking',\n 'savings',\n 'money_market',\n 'certificate_of_deposit',\n 'treasury',\n 'sweep',\n ]) as TellerTypes.DepositorySubtypes\n } else {\n return 'credit_card' as TellerTypes.CreditSubtype\n }\n}\n\ntype GenerateAccountsParams = {\n count: number\n enrollmentId: string\n institutionName: string\n institutionId: string\n accountType?: TellerTypes.AccountTypes\n accountSubType?: TellerTypes.DepositorySubtypes | TellerTypes.CreditSubtype\n}\n\nexport function generateAccounts({\n count,\n enrollmentId,\n institutionName,\n institutionId,\n accountType,\n accountSubType,\n}: GenerateAccountsParams) {\n const accounts: TellerTypes.Account[] = []\n for (let i = 0; i < count; i++) {\n const accountId = faker.string.uuid()\n const lastFour = faker.finance.creditCardNumber().slice(-4)\n const type: TellerTypes.AccountTypes =\n accountType ?? faker.helpers.arrayElement(['depository', 'credit'])\n let subType: TellerTypes.DepositorySubtypes | TellerTypes.CreditSubtype\n subType = generateSubType(type)\n\n const accountStub = {\n enrollment_id: enrollmentId,\n links: {\n balances: `https://api.teller.io/accounts/${accountId}/balances`,\n self: `https://api.teller.io/accounts/${accountId}`,\n transactions: `https://api.teller.io/accounts/${accountId}/transactions`,\n },\n institution: {\n name: institutionName,\n id: institutionId,\n },\n name: faker.finance.accountName(),\n currency: 'USD',\n id: accountId,\n last_four: lastFour,\n status: faker.helpers.arrayElement(['open', 'closed']) as TellerTypes.AccountStatus,\n }\n\n if (faker.datatype.boolean()) {\n accounts.push({\n ...accountStub,\n type: 'depository',\n subtype: faker.helpers.arrayElement([\n 'checking',\n 'savings',\n 'money_market',\n 'certificate_of_deposit',\n 'treasury',\n 'sweep',\n ]),\n })\n } else {\n accounts.push({\n ...accountStub,\n type: 'credit',\n subtype: 'credit_card',\n })\n }\n }\n return accounts\n}\n\nexport function generateBalance(account_id: string): TellerTypes.AccountBalance {\n const amount = faker.finance.amount()\n return {\n available: amount,\n ledger: amount,\n links: {\n account: `https://api.teller.io/accounts/${account_id}`,\n self: `https://api.teller.io/accounts/${account_id}/balances`,\n },\n account_id,\n }\n}\n\ntype GenerateAccountsWithBalancesParams = {\n count: number\n enrollmentId: string\n institutionName: string\n institutionId: string\n accountType?: TellerTypes.AccountTypes\n accountSubType?: TellerTypes.DepositorySubtypes | TellerTypes.CreditSubtype\n}\n\nexport function generateAccountsWithBalances({\n count,\n enrollmentId,\n institutionName,\n institutionId,\n accountType,\n accountSubType,\n}: GenerateAccountsWithBalancesParams): TellerTypes.GetAccountsResponse {\n const accountsWithBalances: TellerTypes.AccountWithBalances[] = []\n for (let i = 0; i < count; i++) {\n const account = generateAccounts({\n count,\n enrollmentId,\n institutionName,\n institutionId,\n accountType,\n accountSubType,\n })[0]\n const balance = generateBalance(account.id)\n accountsWithBalances.push({\n ...account,\n balance,\n })\n }\n return accountsWithBalances\n}\n\nexport function generateTransactions(count: number, accountId: string): TellerTypes.Transaction[] {\n const transactions: TellerTypes.Transaction[] = []\n\n for (let i = 0; i < count; i++) {\n const transactionId = `txn_${faker.string.uuid()}`\n const transaction = {\n details: {\n processing_status: faker.helpers.arrayElement(['complete', 'pending']),\n category: faker.helpers.arrayElement([\n 'accommodation',\n 'advertising',\n 'bar',\n 'charity',\n 'clothing',\n 'dining',\n 'education',\n 'electronics',\n 'entertainment',\n 'fuel',\n 'general',\n 'groceries',\n 'health',\n 'home',\n 'income',\n 'insurance',\n 'investment',\n 'loan',\n 'office',\n 'phone',\n 'service',\n 'shopping',\n 'software',\n 'sport',\n 'tax',\n 'transport',\n 'transportation',\n 'utilities',\n ]),\n counterparty: {\n name: faker.company.name(),\n type: faker.helpers.arrayElement(['person', 'business']),\n },\n },\n running_balance: null,\n description: faker.word.words({ count: { min: 3, max: 10 } }),\n id: transactionId,\n date: faker.date\n .between({ from: lowerBound.toJSDate(), to: now.toJSDate() })\n .toISOString()\n .split('T')[0], // recent date in 'YYYY-MM-DD' format\n account_id: accountId,\n links: {\n account: `https://api.teller.io/accounts/${accountId}`,\n self: `https://api.teller.io/accounts/${accountId}/transactions/${transactionId}`,\n },\n amount: faker.finance.amount(),\n type: faker.helpers.arrayElement(['transfer', 'deposit', 'withdrawal']),\n status: faker.helpers.arrayElement(['pending', 'posted']),\n } as TellerTypes.Transaction\n transactions.push(transaction)\n }\n return transactions\n}\n\nexport function generateEnrollment(): TellerTypes.Enrollment & { institutionId: string } {\n const institutionName = faker.company.name()\n const institutionId = institutionName.toLowerCase().replace(/\\s/g, '_')\n return {\n accessToken: `token_${faker.string.alphanumeric(15)}`,\n user: {\n id: `usr_${faker.string.alphanumeric(15)}`,\n },\n enrollment: {\n id: `enr_${faker.string.alphanumeric(15)}`,\n institution: {\n name: institutionName,\n },\n },\n signatures: [faker.string.alphanumeric(15)],\n institutionId,\n }\n}\n\ntype GenerateConnectionsResponse = {\n enrollment: TellerTypes.Enrollment & { institutionId: string }\n accounts: TellerTypes.Account[]\n accountsWithBalances: TellerTypes.AccountWithBalances[]\n transactions: TellerTypes.Transaction[]\n}\n\nexport function generateConnection(): GenerateConnectionsResponse {\n const accountsWithBalances: TellerTypes.AccountWithBalances[] = []\n const accounts: TellerTypes.Account[] = []\n const transactions: TellerTypes.Transaction[] = []\n\n const enrollment = generateEnrollment()\n\n const accountCount: number = faker.number.int({ min: 1, max: 3 })\n\n const enrollmentId = enrollment.enrollment.id\n const institutionName = enrollment.enrollment.institution.name\n const institutionId = enrollment.institutionId\n accountsWithBalances.push(\n ...generateAccountsWithBalances({\n count: accountCount,\n enrollmentId,\n institutionName,\n institutionId,\n })\n )\n for (const account of accountsWithBalances) {\n const { balance, ...accountWithoutBalance } = account\n accounts.push(accountWithoutBalance)\n const transactionsCount: number = faker.number.int({ min: 1, max: 5 })\n const generatedTransactions = generateTransactions(transactionsCount, account.id)\n transactions.push(...generatedTransactions)\n }\n\n return {\n enrollment,\n accounts,\n accountsWithBalances,\n transactions,\n }\n}\n\nexport const now = DateTime.fromISO('2022-01-03', { zone: 'utc' })\n\nexport const lowerBound = DateTime.fromISO('2021-12-01', { zone: 'utc' })\n\nexport const testDates = {\n now,\n lowerBound,\n totalDays: now.diff(lowerBound, 'days').days,\n prismaWhereFilter: {\n date: {\n gte: lowerBound.toJSDate(),\n lte: now.toJSDate(),\n },\n } as Prisma.AccountBalanceWhereInput,\n}\n\nexport function calculateDailyBalances(startingBalance, transactions, dateInterval) {\n transactions.sort((a, b) => new Date(a.date).getTime() - new Date(b.date).getTime())\n\n const balanceChanges = {}\n\n transactions.forEach((transaction) => {\n const date = new Date(transaction.date).toISOString().split('T')[0]\n balanceChanges[date] = (balanceChanges[date] || 0) + Number(transaction.amount)\n })\n return dateInterval.map((date) => {\n return Object.keys(balanceChanges)\n .filter((d) => d <= date)\n .reduce((acc, d) => acc + balanceChanges[d], startingBalance)\n })\n}\n" }, { "path": "tools/pages/projections.html", "content": "\n \n \n \n \n \n \n
    \n \n \n
    \n\n \n \n\n" }, { "path": "tools/scripts/gen-cloudfront-signing-keys.sh", "content": "#!/usr/bin/env bash\n\n# Script for documentation purposes\n# Further instructions here:\n# https://docs.aws.amazon.com/AmazonCloudFront/latest/DeveloperGuide/private-content-trusted-signers.html#private-content-creating-cloudfront-key-pairs\n\n# REMOVE FROM SOURCE CONTROL!\n# Store in secrets manager\nopenssl genrsa -out private_key.pem 2048\n\n# Store in param store \nopenssl rsa -pubout -in private_key.pem -out public_key.pem" }, { "path": "tools/scripts/gen-secret.sh", "content": "#!/usr/bin/env bash\n\nopenssl rand -hex 32" }, { "path": "tools/scripts/getAffectedApps.sh", "content": "#!/bin/bash\n\nNX_COMMAND=$(./node_modules/.bin/nx affected:apps --plain)\n\necho -e \"Apps that will deploy: $NX_COMMAND \\n\"\n\nAPPS=(client server workers)\n\nfor APP in \"${APPS[@]}\"\ndo \n APP_AFFECTED=$(echo $NX_COMMAND | grep -wq $APP && echo 'true' || echo 'false' )\n echo \"::set-output name=${APP}_affected::$APP_AFFECTED\"\ndone" }, { "path": "tools/scripts/runStagingE2ETests.sh", "content": "#!/bin/bash\n\npnpm nx run e2e:e2e \\\n --baseUrl https://staging-app.maybe.co \\\n --headed \\\n --skip-nx-cache \\\n --env.API_URL https://staging-api.maybe.co/v1 \\\n --env.STRIPE_WEBHOOK_SECRET REPLACE_THIS\n" }, { "path": "tools/scripts/vercelBuildIgnore.js", "content": "const https = require('https')\n\nconst VERCEL_GIT_COMMIT_REF = process.env.VERCEL_GIT_COMMIT_REF\nconst CI_PROJECT_NAME = process.env.CI_PROJECT_NAME\nconst CI_TEAM_ID = process.env.CI_TEAM_ID\nconst CI_PROJECT_ID = process.env.CI_PROJECT_ID\nconst CI_DEPLOY_HOOK_ID = process.env.CI_DEPLOY_HOOK_ID\nconst CI_VERCEL_TOKEN = process.env.CI_VERCEL_TOKEN\n\nconsole.log(`VERCEL_GIT_COMMIT_REF: ${VERCEL_GIT_COMMIT_REF}`)\nconsole.log(`CI_PROJECT_NAME: ${CI_PROJECT_NAME}`)\n\n/**\n * Vercel currently has no easy way to determine whether a deploy was triggered\n * from a deploy hook, and therefore, all manual builds would be cancelled without this logic here.\n * @see https://github.com/vercel/community/discussions/285#discussioncomment-1696833\n *\n * We deploy the staging-client project on merge to main to avoid conflicting deploys\n * with our main app's PR preview deploys.\n */\nif (process.env.VERCEL_GIT_COMMIT_REF === 'main') {\n if (CI_PROJECT_NAME === 'staging-client') {\n console.log('✅ - Build can proceed, staging-client auto-deploys on merge to main')\n process.exit(1)\n }\n\n let data = ''\n const req = https.request(\n {\n hostname: 'api.vercel.com',\n path: `/v6/deployments?limit=1&projectId=${CI_PROJECT_ID}&teamId=${CI_TEAM_ID}&state=BUILDING&target=production`,\n headers: {\n Authorization: `Bearer ${CI_VERCEL_TOKEN}`,\n },\n },\n (res) => {\n res.on('data', (d) => (data += d.toString()))\n res.on('end', (d) => {\n const parsed = JSON.parse(data)\n\n try {\n const deployment = parsed.deployments[0]\n const hookId = deployment.meta.deployHookId\n\n if (hookId === CI_DEPLOY_HOOK_ID) {\n console.log('✅ - Build can proceed, using deploy hook')\n process.exit(1)\n } else {\n throw new Error('Could not find deployment triggered from deploy hook')\n }\n } catch (e) {\n console.error(e)\n console.log('🛑 - Build skipped, error finding deployments')\n process.exit(0)\n }\n })\n }\n )\n\n req.on('error', console.error)\n req.end()\n} else {\n if (CI_PROJECT_NAME === 'staging-client') {\n console.log('🛑 - Build skipped, staging-client does not deploy PR previews')\n process.exit(0)\n }\n\n // Allow PR previews to deploy\n console.log('✅ - Build can proceed')\n process.exit(1)\n}\n" }, { "path": "tools/scripts/wait-for-it.sh", "content": "#!/usr/bin/env bash\n# Use this script to test if a given TCP host/port are available\n\nWAITFORIT_cmdname=${0##*/}\n\nechoerr() { if [[ $WAITFORIT_QUIET -ne 1 ]]; then echo \"$@\" 1>&2; fi }\n\nusage()\n{\n cat << USAGE >&2\nUsage:\n $WAITFORIT_cmdname host:port [-s] [-t timeout] [-- command args]\n -h HOST | --host=HOST Host or IP under test\n -p PORT | --port=PORT TCP port under test\n Alternatively, you specify the host and port as host:port\n -s | --strict Only execute subcommand if the test succeeds\n -q | --quiet Don't output any status messages\n -t TIMEOUT | --timeout=TIMEOUT\n Timeout in seconds, zero for no timeout\n -- COMMAND ARGS Execute command with args after the test finishes\nUSAGE\n exit 1\n}\n\nwait_for()\n{\n if [[ $WAITFORIT_TIMEOUT -gt 0 ]]; then\n echoerr \"$WAITFORIT_cmdname: waiting $WAITFORIT_TIMEOUT seconds for $WAITFORIT_HOST:$WAITFORIT_PORT\"\n else\n echoerr \"$WAITFORIT_cmdname: waiting for $WAITFORIT_HOST:$WAITFORIT_PORT without a timeout\"\n fi\n WAITFORIT_start_ts=$(date +%s)\n while :\n do\n if [[ $WAITFORIT_ISBUSY -eq 1 ]]; then\n nc -z $WAITFORIT_HOST $WAITFORIT_PORT\n WAITFORIT_result=$?\n else\n (echo -n > /dev/tcp/$WAITFORIT_HOST/$WAITFORIT_PORT) >/dev/null 2>&1\n WAITFORIT_result=$?\n fi\n if [[ $WAITFORIT_result -eq 0 ]]; then\n WAITFORIT_end_ts=$(date +%s)\n echoerr \"$WAITFORIT_cmdname: $WAITFORIT_HOST:$WAITFORIT_PORT is available after $((WAITFORIT_end_ts - WAITFORIT_start_ts)) seconds\"\n break\n fi\n sleep 1\n done\n return $WAITFORIT_result\n}\n\nwait_for_wrapper()\n{\n # In order to support SIGINT during timeout: http://unix.stackexchange.com/a/57692\n if [[ $WAITFORIT_QUIET -eq 1 ]]; then\n timeout $WAITFORIT_BUSYTIMEFLAG $WAITFORIT_TIMEOUT $0 --quiet --child --host=$WAITFORIT_HOST --port=$WAITFORIT_PORT --timeout=$WAITFORIT_TIMEOUT &\n else\n timeout $WAITFORIT_BUSYTIMEFLAG $WAITFORIT_TIMEOUT $0 --child --host=$WAITFORIT_HOST --port=$WAITFORIT_PORT --timeout=$WAITFORIT_TIMEOUT &\n fi\n WAITFORIT_PID=$!\n trap \"kill -INT -$WAITFORIT_PID\" INT\n wait $WAITFORIT_PID\n WAITFORIT_RESULT=$?\n if [[ $WAITFORIT_RESULT -ne 0 ]]; then\n echoerr \"$WAITFORIT_cmdname: timeout occurred after waiting $WAITFORIT_TIMEOUT seconds for $WAITFORIT_HOST:$WAITFORIT_PORT\"\n fi\n return $WAITFORIT_RESULT\n}\n\n# process arguments\nwhile [[ $# -gt 0 ]]\ndo\n case \"$1\" in\n *:* )\n WAITFORIT_hostport=(${1//:/ })\n WAITFORIT_HOST=${WAITFORIT_hostport[0]}\n WAITFORIT_PORT=${WAITFORIT_hostport[1]}\n shift 1\n ;;\n --child)\n WAITFORIT_CHILD=1\n shift 1\n ;;\n -q | --quiet)\n WAITFORIT_QUIET=1\n shift 1\n ;;\n -s | --strict)\n WAITFORIT_STRICT=1\n shift 1\n ;;\n -h)\n WAITFORIT_HOST=\"$2\"\n if [[ $WAITFORIT_HOST == \"\" ]]; then break; fi\n shift 2\n ;;\n --host=*)\n WAITFORIT_HOST=\"${1#*=}\"\n shift 1\n ;;\n -p)\n WAITFORIT_PORT=\"$2\"\n if [[ $WAITFORIT_PORT == \"\" ]]; then break; fi\n shift 2\n ;;\n --port=*)\n WAITFORIT_PORT=\"${1#*=}\"\n shift 1\n ;;\n -t)\n WAITFORIT_TIMEOUT=\"$2\"\n if [[ $WAITFORIT_TIMEOUT == \"\" ]]; then break; fi\n shift 2\n ;;\n --timeout=*)\n WAITFORIT_TIMEOUT=\"${1#*=}\"\n shift 1\n ;;\n --)\n shift\n WAITFORIT_CLI=(\"$@\")\n break\n ;;\n --help)\n usage\n ;;\n *)\n echoerr \"Unknown argument: $1\"\n usage\n ;;\n esac\ndone\n\nif [[ \"$WAITFORIT_HOST\" == \"\" || \"$WAITFORIT_PORT\" == \"\" ]]; then\n echoerr \"Error: you need to provide a host and port to test.\"\n usage\nfi\n\nWAITFORIT_TIMEOUT=${WAITFORIT_TIMEOUT:-15}\nWAITFORIT_STRICT=${WAITFORIT_STRICT:-0}\nWAITFORIT_CHILD=${WAITFORIT_CHILD:-0}\nWAITFORIT_QUIET=${WAITFORIT_QUIET:-0}\n\n# Check to see if timeout is from busybox?\nWAITFORIT_TIMEOUT_PATH=$(type -p timeout)\nWAITFORIT_TIMEOUT_PATH=$(realpath $WAITFORIT_TIMEOUT_PATH 2>/dev/null || readlink -f $WAITFORIT_TIMEOUT_PATH)\n\nWAITFORIT_BUSYTIMEFLAG=\"\"\nif [[ $WAITFORIT_TIMEOUT_PATH =~ \"busybox\" ]]; then\n WAITFORIT_ISBUSY=1\n # Check if busybox timeout uses -t flag\n # (recent Alpine versions don't support -t anymore)\n if timeout &>/dev/stdout | grep -q -e '-t '; then\n WAITFORIT_BUSYTIMEFLAG=\"-t\"\n fi\nelse\n WAITFORIT_ISBUSY=0\nfi\n\nif [[ $WAITFORIT_CHILD -gt 0 ]]; then\n wait_for\n WAITFORIT_RESULT=$?\n exit $WAITFORIT_RESULT\nelse\n if [[ $WAITFORIT_TIMEOUT -gt 0 ]]; then\n wait_for_wrapper\n WAITFORIT_RESULT=$?\n else\n wait_for\n WAITFORIT_RESULT=$?\n fi\nfi\n\nif [[ $WAITFORIT_CLI != \"\" ]]; then\n if [[ $WAITFORIT_RESULT -ne 0 && $WAITFORIT_STRICT -eq 1 ]]; then\n echoerr \"$WAITFORIT_cmdname: strict mode, refusing to execute subprocess\"\n exit $WAITFORIT_RESULT\n fi\n exec \"${WAITFORIT_CLI[@]}\"\nelse\n exit $WAITFORIT_RESULT\nfi" }, { "path": "tools/test-data/index.ts", "content": "export * as PolygonTestData from './polygon'\n" }, { "path": "tools/test-data/polygon/exchanges.ts", "content": "export const getExchanges = {\n results: [\n {\n id: 10,\n type: 'exchange',\n asset_class: 'stocks',\n locale: 'us',\n name: 'New York Stock Exchange',\n mic: 'XNYS',\n operating_mic: 'XNYS',\n participant_id: 'N',\n url: 'https://www.nyse.com',\n },\n\n {\n id: 12,\n type: 'exchange',\n asset_class: 'stocks',\n locale: 'us',\n name: 'Nasdaq',\n mic: 'XNAS',\n operating_mic: 'XNAS',\n participant_id: 'T',\n url: 'https://www.nasdaq.com',\n },\n ],\n status: 'OK',\n request_id: '48cc174fa6b10a733d1b3cdc530c9894',\n count: 2,\n}\n" }, { "path": "tools/test-data/polygon/index.ts", "content": "export * from './snapshots'\nexport * from './exchanges'\nexport * from './tickers'\n" }, { "path": "tools/test-data/polygon/snapshots.ts", "content": "// https://api.polygon.io/v2/snapshot/locale/us/markets/stocks/tickers?tickers=AAPL,VOO\nexport const snapshotAllTickers = {\n count: 2,\n status: 'DELAYED',\n tickers: [\n {\n day: {\n c: 366.03,\n h: 371.445,\n l: 364.02,\n o: 371.3,\n v: 5033415,\n vw: 366.3978,\n },\n lastQuote: {\n P: 366.03,\n S: 4,\n p: 365.98,\n s: 4,\n t: 1661892857579892500,\n },\n lastTrade: {\n c: [14, 12, 41],\n i: '52983575693109',\n p: 366.16,\n s: 400,\n t: 1661892199398749200,\n x: 11,\n },\n min: {\n av: 5033152,\n c: 366.16,\n h: 366.16,\n l: 366.16,\n o: 366.16,\n v: 412,\n vw: 366.16,\n },\n prevDay: {\n c: 370.05,\n h: 373.05,\n l: 368.78,\n o: 369.77,\n v: 4953159,\n vw: 371.0004,\n },\n ticker: 'VOO',\n todaysChange: -3.89,\n todaysChangePerc: -1.051,\n updated: 1661892240000000000,\n },\n {\n day: {\n c: 158.91,\n h: 162.56,\n l: 157.72,\n o: 162.13,\n v: 77314864,\n vw: 159.2953,\n },\n lastQuote: {\n P: 159.16,\n S: 1,\n p: 159.12,\n s: 5,\n t: 1661892795748055800,\n },\n lastTrade: {\n c: [12],\n i: '61326',\n p: 159.13,\n s: 100,\n t: 1661892795747899000,\n x: 11,\n },\n min: {\n av: 77314859,\n c: 159.13,\n h: 159.13,\n l: 159.12,\n o: 159.12,\n v: 970,\n vw: 159.1241,\n },\n prevDay: {\n c: 161.38,\n h: 162.9,\n l: 159.82,\n o: 161.145,\n v: 73313953,\n vw: 161.5291,\n },\n ticker: 'AAPL',\n todaysChange: -2.25,\n todaysChangePerc: -1.394,\n updated: 1661892840000000000,\n },\n ],\n}\n\nexport const dailyPricing = {\n resultsCount: 2,\n queryCount: 2,\n adjusted: true,\n results: [\n {\n T: 'AAPL',\n v: 70790813,\n vw: 131.6292,\n o: 130.465,\n c: 130.15,\n h: 133.41,\n l: 129.89,\n t: 1673298000000,\n n: 645365,\n },\n {\n T: 'VO0',\n v: 10002985,\n vw: 10.7843,\n o: 10.83,\n c: 10.74,\n h: 10.89,\n l: 10.715,\n t: 1673298000000,\n n: 22513,\n },\n ],\n status: 'OK',\n request_id: '5548dd4c60d6c3cdb644cc62fe9db7c8',\n count: 2,\n}\n" }, { "path": "tools/test-data/polygon/tickers.ts", "content": "export const getNYSETickers = {\n results: [\n {\n ticker: 'A',\n name: 'Agilent Technologies Inc.',\n market: 'stocks',\n locale: 'us',\n primary_exchange: 'XNYS',\n type: 'CS',\n active: true,\n currency_name: 'usd',\n cik: '0001090872',\n composite_figi: 'BBG000C2V3D6',\n share_class_figi: 'BBG001SCTQY4',\n last_updated_utc: '2024-01-19T00:00:00Z',\n },\n {\n ticker: 'AA',\n name: 'Alcoa Corporation',\n market: 'stocks',\n locale: 'us',\n primary_exchange: 'XNYS',\n type: 'CS',\n active: true,\n currency_name: 'usd',\n cik: '0001675149',\n composite_figi: 'BBG00B3T3HD3',\n share_class_figi: 'BBG00B3T3HF1',\n last_updated_utc: '2024-01-19T00:00:00Z',\n },\n {\n ticker: 'AACT',\n name: 'Ares Acquisition Corporation II',\n market: 'stocks',\n locale: 'us',\n primary_exchange: 'XNYS',\n type: 'CS',\n active: true,\n currency_name: 'usd',\n cik: '0001853138',\n last_updated_utc: '2024-01-19T00:00:00Z',\n },\n {\n ticker: 'AACT.U',\n name: 'Ares Acquisition Corporation II Units, each consisting of one Class A ordinary share and one-half of one redeemable warrant',\n market: 'stocks',\n locale: 'us',\n primary_exchange: 'XNYS',\n type: 'UNIT',\n active: true,\n currency_name: 'usd',\n cik: '0001853138',\n last_updated_utc: '2024-01-19T00:00:00Z',\n },\n {\n ticker: 'AACT.WS',\n name: 'Ares Acquisition Corporation II Redeemable Warrants, each whole warrant exercisable for one Class A ordinary share at an exercise price of $11.50',\n market: 'stocks',\n locale: 'us',\n primary_exchange: 'XNYS',\n type: 'WARRANT',\n active: true,\n currency_name: 'usd',\n cik: '0001853138',\n last_updated_utc: '2024-01-19T00:00:00Z',\n },\n {\n ticker: 'AAN',\n name: \"The Aaron's Company, Inc.\",\n market: 'stocks',\n locale: 'us',\n primary_exchange: 'XNYS',\n type: 'CS',\n active: true,\n currency_name: 'usd',\n cik: '0001821393',\n composite_figi: 'BBG00WCNDCZ6',\n share_class_figi: 'BBG00WCNDDH4',\n last_updated_utc: '2024-01-19T00:00:00Z',\n },\n {\n ticker: 'AAP',\n name: 'ADVANCE AUTO PARTS INC',\n market: 'stocks',\n locale: 'us',\n primary_exchange: 'XNYS',\n type: 'CS',\n active: true,\n currency_name: 'usd',\n cik: '0001158449',\n composite_figi: 'BBG000F7RCJ1',\n share_class_figi: 'BBG001SD2SB2',\n last_updated_utc: '2024-01-19T00:00:00Z',\n },\n {\n ticker: 'AAT',\n name: 'AMERICAN ASSETS TRUST, INC.',\n market: 'stocks',\n locale: 'us',\n primary_exchange: 'XNYS',\n type: 'CS',\n active: true,\n currency_name: 'usd',\n cik: '0001500217',\n composite_figi: 'BBG00161BCR0',\n share_class_figi: 'BBG001TCBJS5',\n last_updated_utc: '2024-01-19T00:00:00Z',\n },\n {\n ticker: 'AB',\n name: 'AllianceBernstein Holding, L.P.',\n market: 'stocks',\n locale: 'us',\n primary_exchange: 'XNYS',\n type: 'CS',\n active: true,\n currency_name: 'usd',\n cik: '0000825313',\n composite_figi: 'BBG000B9WM03',\n share_class_figi: 'BBG001S5N9S0',\n last_updated_utc: '2024-01-19T00:00:00Z',\n },\n {\n ticker: 'ABBV',\n name: 'ABBVIE INC.',\n market: 'stocks',\n locale: 'us',\n primary_exchange: 'XNYS',\n type: 'CS',\n active: true,\n currency_name: 'usd',\n cik: '0001551152',\n composite_figi: 'BBG0025Y4RY4',\n share_class_figi: 'BBG0025Y4RZ3',\n last_updated_utc: '2024-01-19T00:00:00Z',\n },\n ],\n status: 'OK',\n request_id: '5548dd4c60d6c3cdb644cc62fe9db7c8',\n count: 10,\n next_url: '',\n}\n\nexport const getNASDAQTickers = {\n results: [\n {\n ticker: 'AACG',\n name: 'ATA Creativity Global American Depositary Shares',\n market: 'stocks',\n locale: 'us',\n primary_exchange: 'XNAS',\n type: 'ADRC',\n active: true,\n currency_name: 'usd',\n cik: '0001420529',\n composite_figi: 'BBG000V2S3P6',\n share_class_figi: 'BBG001T125S9',\n last_updated_utc: '2024-01-19T00:00:00Z',\n },\n {\n ticker: 'AACI',\n name: 'Armada Acquisition Corp. I Common Stock',\n market: 'stocks',\n locale: 'us',\n primary_exchange: 'XNAS',\n type: 'CS',\n active: true,\n currency_name: 'usd',\n cik: '0001844817',\n composite_figi: 'BBG011XR7306',\n share_class_figi: 'BBG011XR7315',\n last_updated_utc: '2024-01-19T00:00:00Z',\n },\n {\n ticker: 'AACIU',\n name: 'Armada Acquisition Corp. I Unit',\n market: 'stocks',\n locale: 'us',\n primary_exchange: 'XNAS',\n type: 'UNIT',\n active: true,\n currency_name: 'usd',\n cik: '0001844817',\n composite_figi: 'BBG011PFP1D1',\n share_class_figi: 'BBG011PFP285',\n last_updated_utc: '2024-01-19T00:00:00Z',\n },\n {\n ticker: 'AACIW',\n name: 'Armada Acquisition Corp. I Warrant',\n market: 'stocks',\n locale: 'us',\n primary_exchange: 'XNAS',\n type: 'WARRANT',\n active: true,\n currency_name: 'usd',\n cik: '0001844817',\n composite_figi: 'BBG011XRPQV1',\n last_updated_utc: '2024-01-19T00:00:00Z',\n },\n {\n ticker: 'AADI',\n name: 'Aadi Bioscience, Inc. Common Stock',\n market: 'stocks',\n locale: 'us',\n primary_exchange: 'XNAS',\n type: 'CS',\n active: true,\n currency_name: 'usd',\n cik: '0001422142',\n composite_figi: 'BBG002WN7DT2',\n share_class_figi: 'BBG002WN7DV9',\n last_updated_utc: '2024-01-19T00:00:00Z',\n },\n {\n ticker: 'AADR',\n name: 'AdvisorShares Dorsey Wright ADR ETF',\n market: 'stocks',\n locale: 'us',\n primary_exchange: 'XNAS',\n type: 'ETF',\n active: true,\n currency_name: 'usd',\n cik: '0001408970',\n composite_figi: 'BBG000BDYRW6',\n share_class_figi: 'BBG001T9B1Y4',\n last_updated_utc: '2024-01-19T00:00:00Z',\n },\n {\n ticker: 'AAGR',\n name: 'African Agriculture Holdings Inc. Common Stock',\n market: 'stocks',\n locale: 'us',\n primary_exchange: 'XNAS',\n type: 'CS',\n active: true,\n currency_name: 'usd',\n cik: '0001848898',\n composite_figi: 'BBG00ZKGK0R2',\n share_class_figi: 'BBG00ZKGK109',\n last_updated_utc: '2024-01-19T00:00:00Z',\n },\n {\n ticker: 'AAGRW',\n name: 'African Agriculture Holdings Inc. Warrant',\n market: 'stocks',\n locale: 'us',\n primary_exchange: 'XNAS',\n type: 'WARRANT',\n active: true,\n currency_name: 'usd',\n cik: '0001848898',\n composite_figi: 'BBG00ZKXGR82',\n last_updated_utc: '2024-01-19T00:00:00Z',\n },\n {\n ticker: 'AAL',\n name: 'American Airlines Group Inc.',\n market: 'stocks',\n locale: 'us',\n primary_exchange: 'XNAS',\n type: 'CS',\n active: true,\n currency_name: 'usd',\n cik: '0000006201',\n composite_figi: 'BBG005P7Q881',\n share_class_figi: 'BBG005P7Q907',\n last_updated_utc: '2024-01-19T00:00:00Z',\n },\n {\n ticker: 'AAME',\n name: 'Atlantic American Corp',\n market: 'stocks',\n locale: 'us',\n primary_exchange: 'XNAS',\n type: 'CS',\n active: true,\n currency_name: 'usd',\n cik: '0000008177',\n composite_figi: 'BBG000B9XB24',\n share_class_figi: 'BBG001S5N8T1',\n last_updated_utc: '2024-01-19T00:00:00Z',\n },\n ],\n status: 'OK',\n request_id: 'd50bcbf03ec5a45021fd52f7b218bd6e',\n count: 10,\n next_url: '',\n}\n" }, { "path": "tools/tsconfig.tools.json", "content": "{\n \"extends\": \"../tsconfig.base.json\",\n \"compilerOptions\": {\n \"outDir\": \"../dist/out-tsc/tools\",\n \"rootDir\": \".\",\n \"module\": \"commonjs\",\n \"target\": \"es5\",\n \"types\": [\"node\"],\n \"importHelpers\": false\n },\n \"include\": [\"**/*.ts\"]\n}\n" }, { "path": "tsconfig.base.json", "content": "{\n \"compileOnSave\": false,\n \"compilerOptions\": {\n \"rootDir\": \".\",\n \"sourceMap\": true,\n \"declaration\": false,\n \"moduleResolution\": \"node\",\n \"emitDecoratorMetadata\": true,\n \"experimentalDecorators\": true,\n \"importHelpers\": true,\n \"target\": \"ES6\",\n \"module\": \"ESNext\",\n \"lib\": [\"es2017\", \"dom\", \"ESNext\"],\n \"skipLibCheck\": true,\n \"skipDefaultLibCheck\": true,\n \"importsNotUsedAsValues\": \"error\",\n \"baseUrl\": \".\",\n \"paths\": {\n \"@maybe-finance/client/features\": [\"libs/client/features/src/index.ts\"],\n \"@maybe-finance/client/shared\": [\"libs/client/shared/src/index.ts\"],\n \"@maybe-finance/design-system\": [\"libs/design-system/src/index.ts\"],\n \"@maybe-finance/server/features\": [\"libs/server/features/src/index.ts\"],\n \"@maybe-finance/server/shared\": [\"libs/server/shared/src/index.ts\"],\n \"@maybe-finance/shared\": [\"libs/shared/src/index.ts\"],\n \"@maybe-finance/teller-api\": [\"libs/teller-api/src/index.ts\"],\n \"@maybe-finance/trpc\": [\"apps/server/src/app/trpc.ts\"]\n }\n },\n \"exclude\": [\"node_modules\", \"tmp\"]\n}\n" }, { "path": "vercel.json", "content": "{\n \"github\": {\n \"enabled\": true\n }\n}\n" }, { "path": "workspace.json", "content": "{\n \"version\": 2,\n \"projects\": {\n \"client\": {\n \"$schema\": \"../../node_modules/nx/schemas/project-schema.json\",\n \"root\": \"apps/client\",\n \"sourceRoot\": \"apps/client\",\n \"projectType\": \"application\",\n \"targets\": {\n \"build\": {\n \"executor\": \"@nrwl/next:build\",\n \"outputs\": [\"{options.outputPath}\"],\n \"options\": {\n \"root\": \"apps/client\",\n \"outputPath\": \"dist/apps/client\"\n },\n \"configurations\": {\n \"production\": {},\n \"development\": {\n \"outputPath\": \"apps/client\"\n }\n },\n \"defaultConfiguration\": \"production\"\n },\n \"serve\": {\n \"executor\": \"@nrwl/next:server\",\n \"options\": {\n \"buildTarget\": \"client:build\",\n \"dev\": true\n },\n \"configurations\": {\n \"production\": {\n \"buildTarget\": \"client:build:production\",\n \"dev\": false\n },\n \"development\": {\n \"buildTarget\": \"client:build:development\",\n \"dev\": true\n }\n },\n \"defaultConfiguration\": \"development\"\n },\n \"export\": {\n \"executor\": \"@nrwl/next:export\",\n \"options\": {\n \"buildTarget\": \"client:build:production\"\n }\n },\n \"test\": {\n \"executor\": \"@nrwl/jest:jest\",\n \"outputs\": [\"coverage/apps/client\"],\n \"options\": {\n \"jestConfig\": \"apps/client/jest.config.ts\",\n \"passWithNoTests\": true\n }\n },\n \"lint\": {\n \"executor\": \"@nrwl/linter:eslint\",\n \"outputs\": [\"{options.outputFile}\"],\n \"options\": {\n \"lintFilePatterns\": [\"apps/client/**/*.{ts,tsx,js,jsx}\"]\n }\n },\n \"deploy\": {\n \"executor\": \"nx:run-commands\",\n \"options\": {\n \"command\": \"node tools/scripts/triggerClientDeploy.js\"\n }\n },\n \"storybook\": {\n \"executor\": \"@nrwl/storybook:storybook\",\n \"options\": {\n \"uiFramework\": \"@storybook/react\",\n \"port\": 4400,\n \"configDir\": \"apps/client/.storybook\"\n },\n \"configurations\": {\n \"ci\": {\n \"quiet\": true\n }\n }\n },\n \"build-storybook\": {\n \"executor\": \"@nrwl/storybook:build\",\n \"outputs\": [\"{options.outputDir}\"],\n \"options\": {\n \"uiFramework\": \"@storybook/react\",\n \"outputDir\": \"dist/storybook/client\",\n \"configDir\": \"apps/client/.storybook\"\n },\n \"configurations\": {\n \"ci\": {\n \"quiet\": true\n }\n }\n }\n },\n \"tags\": [\"scope:app\"]\n },\n \"client-features\": {\n \"$schema\": \"../../../node_modules/nx/schemas/project-schema.json\",\n \"root\": \"libs/client/features\",\n \"sourceRoot\": \"libs/client/features/src\",\n \"projectType\": \"library\",\n \"targets\": {\n \"lint\": {\n \"executor\": \"@nrwl/linter:eslint\",\n \"outputs\": [\"{options.outputFile}\"],\n \"options\": {\n \"lintFilePatterns\": [\"libs/client/features/**/*.{ts,tsx,js,jsx}\"]\n }\n },\n \"test\": {\n \"executor\": \"@nrwl/jest:jest\",\n \"outputs\": [\"coverage/libs/client/features\"],\n \"options\": {\n \"jestConfig\": \"libs/client/features/jest.config.ts\",\n \"passWithNoTests\": true\n }\n }\n },\n \"tags\": [\"scope:client\"]\n },\n \"client-shared\": {\n \"$schema\": \"../../../node_modules/nx/schemas/project-schema.json\",\n \"root\": \"libs/client/shared\",\n \"sourceRoot\": \"libs/client/shared/src\",\n \"projectType\": \"library\",\n \"targets\": {\n \"lint\": {\n \"executor\": \"@nrwl/linter:eslint\",\n \"outputs\": [\"{options.outputFile}\"],\n \"options\": {\n \"lintFilePatterns\": [\"libs/client/shared/**/*.{ts,tsx,js,jsx}\"]\n }\n },\n \"test\": {\n \"executor\": \"@nrwl/jest:jest\",\n \"outputs\": [\"coverage/libs/client/shared\"],\n \"options\": {\n \"jestConfig\": \"libs/client/shared/jest.config.ts\",\n \"passWithNoTests\": true\n }\n }\n },\n \"tags\": [\"scope:client-shared\"]\n },\n \"design-system\": {\n \"$schema\": \"../../node_modules/nx/schemas/project-schema.json\",\n \"root\": \"libs/design-system\",\n \"sourceRoot\": \"libs/design-system/src\",\n \"projectType\": \"library\",\n \"targets\": {\n \"build\": {\n \"executor\": \"@nrwl/rollup:rollup\",\n \"outputs\": [\"{options.outputPath}\"],\n \"options\": {\n \"outputPath\": \"dist/libs/design-system\",\n \"tsConfig\": \"libs/design-system/tsconfig.lib.json\",\n \"project\": \"libs/design-system/package.json\",\n \"entryFile\": \"libs/design-system/src/index.ts\",\n \"external\": [\"react/jsx-runtime\"],\n \"rollupConfig\": \"@nrwl/react/plugins/bundle-rollup\",\n \"assets\": [\n {\n \"glob\": \"libs/design-system/README.md\",\n \"input\": \".\",\n \"output\": \".\"\n }\n ]\n },\n \"configurations\": {\n \"production\": {\n \"optimization\": true,\n \"extractLicenses\": true,\n \"inspect\": false\n }\n }\n },\n \"lint\": {\n \"executor\": \"@nrwl/linter:eslint\",\n \"outputs\": [\"{options.outputFile}\"],\n \"options\": {\n \"lintFilePatterns\": [\"libs/design-system/**/*.{ts,tsx,js,jsx}\"]\n }\n },\n \"test\": {\n \"executor\": \"@nrwl/jest:jest\",\n \"outputs\": [\"coverage/libs/design-system\"],\n \"options\": {\n \"jestConfig\": \"libs/design-system/jest.config.ts\",\n \"passWithNoTests\": true\n }\n },\n \"storybook\": {\n \"executor\": \"@nrwl/storybook:storybook\",\n \"options\": {\n \"uiFramework\": \"@storybook/react\",\n \"port\": 4400,\n \"staticDir\": [\"libs/design-system/.storybook/public\"],\n \"configDir\": \"libs/design-system/.storybook\",\n \"docs\": true\n },\n \"configurations\": {\n \"ci\": {\n \"quiet\": true\n }\n }\n },\n \"build-storybook\": {\n \"executor\": \"@nrwl/storybook:build\",\n \"outputs\": [\"{options.outputDir}\"],\n \"options\": {\n \"uiFramework\": \"@storybook/react\",\n \"staticDir\": [\"libs/design-system/.storybook/public\"],\n \"configDir\": \"libs/design-system/.storybook\",\n \"outputDir\": \"dist/storybook/design-system\",\n \"docs\": true\n },\n \"configurations\": {\n \"ci\": {\n \"quiet\": true\n }\n }\n },\n \"deploy\": {\n \"executor\": \"nx:run-commands\",\n \"options\": {\n \"command\": \"node tools/scripts/triggerDesignSystemDeploy.js\"\n }\n }\n },\n \"tags\": [\"scope:client-shared\"]\n },\n \"e2e\": {\n \"$schema\": \"../../node_modules/nx/schemas/project-schema.json\",\n \"root\": \"apps/e2e\",\n \"sourceRoot\": \"apps/e2e/src\",\n \"projectType\": \"application\",\n \"targets\": {\n \"e2e\": {\n \"executor\": \"@nrwl/cypress:cypress\",\n \"options\": {\n \"cypressConfig\": \"apps/e2e/cypress.config.ts\",\n \"tsConfig\": \"apps/e2e/tsconfig.json\",\n \"testingType\": \"e2e\"\n }\n },\n \"lint\": {\n \"executor\": \"@nrwl/linter:eslint\",\n \"outputs\": [\"{options.outputFile}\"],\n \"options\": {\n \"lintFilePatterns\": [\"apps/e2e/**/*.{js,ts}\"]\n }\n }\n },\n \"tags\": [\"scope:app\"],\n \"implicitDependencies\": [\"client\", \"server\", \"workers\"]\n },\n \"server\": {\n \"$schema\": \"../../node_modules/nx/schemas/project-schema.json\",\n \"root\": \"apps/server\",\n \"sourceRoot\": \"apps/server/src\",\n \"projectType\": \"application\",\n \"targets\": {\n \"build\": {\n \"executor\": \"@nrwl/webpack:webpack\",\n \"outputs\": [\"{options.outputPath}\"],\n \"options\": {\n \"outputPath\": \"dist/apps/server\",\n \"main\": \"apps/server/src/main.ts\",\n \"tsConfig\": \"apps/server/tsconfig.app.json\",\n \"assets\": [\"apps/server/src/assets\", \"apps/server/src/app/admin/views\"],\n \"target\": \"node\",\n \"compiler\": \"tsc\",\n \"generatePackageJson\": true\n },\n \"configurations\": {\n \"production\": {\n \"optimization\": true,\n \"extractLicenses\": true,\n \"inspect\": false,\n \"fileReplacements\": [\n {\n \"replace\": \"apps/server/src/environments/environment.ts\",\n \"with\": \"apps/server/src/environments/environment.prod.ts\"\n }\n ]\n }\n }\n },\n \"serve\": {\n \"executor\": \"@nrwl/node:node\",\n \"options\": {\n \"buildTarget\": \"server:build\",\n \"inspect\": true,\n \"port\": 9228\n }\n },\n \"lint\": {\n \"executor\": \"@nrwl/linter:eslint\",\n \"outputs\": [\"{options.outputFile}\"],\n \"options\": {\n \"lintFilePatterns\": [\"apps/server/**/*.ts\"]\n }\n },\n \"test\": {\n \"executor\": \"@nrwl/jest:jest\",\n \"outputs\": [\"coverage/apps/server\"],\n \"options\": {\n \"jestConfig\": \"apps/server/jest.config.ts\",\n \"passWithNoTests\": true\n }\n },\n \"deploy\": {\n \"executor\": \"nx:run-commands\",\n \"options\": {\n \"command\": \"node tools/scripts/triggerServerDeploy.js\"\n }\n }\n },\n \"tags\": [\"scope:app\"]\n },\n \"server-features\": {\n \"$schema\": \"../../../node_modules/nx/schemas/project-schema.json\",\n \"root\": \"libs/server/features\",\n \"sourceRoot\": \"libs/server/features/src\",\n \"projectType\": \"library\",\n \"targets\": {\n \"lint\": {\n \"executor\": \"@nrwl/linter:eslint\",\n \"outputs\": [\"{options.outputFile}\"],\n \"options\": {\n \"lintFilePatterns\": [\"libs/server/features/**/*.ts\"]\n }\n },\n \"test\": {\n \"executor\": \"@nrwl/jest:jest\",\n \"outputs\": [\"coverage/libs/server/features\"],\n \"options\": {\n \"jestConfig\": \"libs/server/features/jest.config.ts\",\n \"passWithNoTests\": true\n }\n }\n },\n \"tags\": [\"scope:server\"]\n },\n \"server-shared\": {\n \"$schema\": \"../../../node_modules/nx/schemas/project-schema.json\",\n \"root\": \"libs/server/shared\",\n \"sourceRoot\": \"libs/server/shared/src\",\n \"projectType\": \"library\",\n \"targets\": {\n \"lint\": {\n \"executor\": \"@nrwl/linter:eslint\",\n \"outputs\": [\"{options.outputFile}\"],\n \"options\": {\n \"lintFilePatterns\": [\"libs/server/shared/**/*.ts\"]\n }\n },\n \"test\": {\n \"executor\": \"@nrwl/jest:jest\",\n \"outputs\": [\"coverage/libs/server/shared\"],\n \"options\": {\n \"jestConfig\": \"libs/server/shared/jest.config.ts\",\n \"passWithNoTests\": true\n }\n }\n },\n \"tags\": [\"scope:server-shared\"]\n },\n \"shared\": {\n \"$schema\": \"../../node_modules/nx/schemas/project-schema.json\",\n \"root\": \"libs/shared\",\n \"sourceRoot\": \"libs/shared/src\",\n \"projectType\": \"library\",\n \"targets\": {\n \"lint\": {\n \"executor\": \"@nrwl/linter:eslint\",\n \"outputs\": [\"{options.outputFile}\"],\n \"options\": {\n \"lintFilePatterns\": [\"libs/shared/**/*.ts\"]\n }\n },\n \"test\": {\n \"executor\": \"@nrwl/jest:jest\",\n \"outputs\": [\"coverage/libs/shared\"],\n \"options\": {\n \"jestConfig\": \"libs/shared/jest.config.ts\",\n \"passWithNoTests\": true\n }\n }\n },\n \"tags\": [\"scope:shared\"]\n },\n \"teller-api\": {\n \"$schema\": \"../../node_modules/nx/schemas/project-schema.json\",\n \"root\": \"libs/teller-api\",\n \"sourceRoot\": \"libs/teller-api/src\",\n \"projectType\": \"library\",\n \"targets\": {\n \"lint\": {\n \"executor\": \"@nrwl/linter:eslint\",\n \"outputs\": [\"{options.outputFile}\"],\n \"options\": {\n \"lintFilePatterns\": [\"libs/teller-api/**/*.ts\"]\n }\n },\n \"test\": {\n \"executor\": \"@nrwl/jest:jest\",\n \"outputs\": [\"/coverage/libs/teller-api\"],\n \"options\": {\n \"jestConfig\": \"libs/teller-api/jest.config.ts\",\n \"passWithNoTests\": true\n }\n }\n },\n \"tags\": [\"scope:shared\"]\n },\n \"workers\": {\n \"$schema\": \"../../node_modules/nx/schemas/project-schema.json\",\n \"root\": \"apps/workers\",\n \"sourceRoot\": \"apps/workers/src\",\n \"projectType\": \"application\",\n \"targets\": {\n \"build\": {\n \"executor\": \"@nrwl/webpack:webpack\",\n \"outputs\": [\"{options.outputPath}\"],\n \"options\": {\n \"outputPath\": \"dist/apps/workers\",\n \"main\": \"apps/workers/src/main.ts\",\n \"tsConfig\": \"apps/workers/tsconfig.app.json\",\n \"assets\": [\"apps/workers/src/assets\"],\n \"target\": \"node\",\n \"compiler\": \"tsc\",\n \"generatePackageJson\": true\n },\n \"configurations\": {\n \"production\": {\n \"optimization\": true,\n \"extractLicenses\": true,\n \"inspect\": false,\n \"fileReplacements\": [\n {\n \"replace\": \"apps/workers/src/environments/environment.ts\",\n \"with\": \"apps/workers/src/environments/environment.prod.ts\"\n }\n ]\n }\n }\n },\n \"serve\": {\n \"executor\": \"@nrwl/node:node\",\n \"options\": {\n \"buildTarget\": \"workers:build\",\n \"inspect\": true,\n \"port\": 9227\n }\n },\n \"lint\": {\n \"executor\": \"@nrwl/linter:eslint\",\n \"outputs\": [\"{options.outputFile}\"],\n \"options\": {\n \"lintFilePatterns\": [\"apps/workers/**/*.ts\"]\n }\n },\n \"test\": {\n \"executor\": \"@nrwl/jest:jest\",\n \"outputs\": [\"coverage/apps/workers\"],\n \"options\": {\n \"jestConfig\": \"apps/workers/jest.config.ts\",\n \"passWithNoTests\": true\n }\n },\n \"deploy\": {\n \"executor\": \"nx:run-commands\",\n \"options\": {\n \"command\": \"node tools/scripts/triggerWorkersDeploy.js\"\n }\n }\n },\n \"tags\": [\"scope:app\"]\n }\n },\n \"$schema\": \"./node_modules/nx/schemas/workspace-schema.json\"\n}\n" } ]