@zeniai/client-epic-state 4.15.18 → 4.15.20

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Files changed (27) hide show
  1. package/lib/entity/customer/customerPayload.d.ts +1 -1
  2. package/lib/entity/customer/customerPayload.js +16 -6
  3. package/lib/entity/transaction/payloadTypes/customerTransactionPayload.d.ts +1 -1
  4. package/lib/entity/transaction/payloadTypes/customerTransactionPayload.js +1 -2
  5. package/lib/entity/transaction/payloadTypes/transactionPayload.d.ts +2 -0
  6. package/lib/entity/transaction/payloadTypes/transactionPayload.js +7 -3
  7. package/lib/entity/transaction/payloadTypes/vendorTransactionPayload.d.ts +9 -1
  8. package/lib/entity/transaction/payloadTypes/vendorTransactionPayload.js +23 -2
  9. package/lib/entity/transaction/stateTypes/transaction.d.ts +2 -0
  10. package/lib/entity/transaction/stateTypes/vendorTransaction.d.ts +5 -0
  11. package/lib/entity/transaction/stateTypes/vendorTransaction.js +5 -1
  12. package/lib/entity/transaction/toSupportedTransaction.js +6 -1
  13. package/lib/entity/transaction/transactionState.d.ts +4 -4
  14. package/lib/view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic.js +16 -12
  15. package/lib/view/expenseAutomationView/epics/transactionCategorization/updateTransactionCategorizationEpic.js +20 -4
  16. package/lib/view/expenseAutomationView/helpers/saveTransactionHelper.js +81 -30
  17. package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts +1 -1
  18. package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js +54 -10
  19. package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.d.ts +2 -1
  20. package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.js +5 -4
  21. package/lib/view/expenseAutomationView/types/transactionsViewState.d.ts +8 -0
  22. package/lib/view/transactionDetail/epics/saveTransactionHelper.js +13 -4
  23. package/lib/view/transactionDetail/epics/updateTransactionDetailEpic.js +16 -3
  24. package/lib/view/transactionDetail/transactionDetailLocalDataHelper.js +22 -5
  25. package/lib/view/transactionDetail/transactionDetailState.d.ts +1 -0
  26. package/lib/view/transactionDetail/transactionDetailTypes.d.ts +6 -0
  27. package/package.json +1 -1
package/lib/entity/customer/customerPayload.d.ts CHANGED
@@ -7,7 +7,7 @@ export interface CustomerBasePayload {
7
7
  logo?: URLPayload;
8
8
  }
9
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  export declare const toCustomerBase: (payload: CustomerBasePayload, parseOutParentName: boolean) => CustomerBase;
10
- export declare const toCustomerBasePayload: (customer: CustomerBase | undefined) => CustomerBasePayload;
10
+ export declare const toCustomerBasePayload: (customer: CustomerBase | undefined, customerUpdates?: CustomerBase) => CustomerBasePayload;
11
11
  export interface CustomerPayload extends CustomerBasePayload {
12
12
  currency_symbol: string | null;
13
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  currency_code: string | null;
package/lib/entity/customer/customerPayload.js CHANGED
@@ -12,13 +12,23 @@ const toCustomerBase = (payload, parseOutParentName) => ({
12
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  logo: payload.logo != null ? (0, urlPayload_1.toURL)(payload.logo) : undefined,
13
13
  });
14
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  exports.toCustomerBase = toCustomerBase;
15
- const toCustomerBasePayload = (customer) => {
15
+ const toCustomerBasePayload = (customer, customerUpdates) => {
16
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  var _a, _b;
17
- return ({
18
- customer_id: (_a = (customer && customer.id)) !== null && _a !== void 0 ? _a : '',
19
- customer_name: (_b = (customer && customer.name)) !== null && _b !== void 0 ? _b : '',
20
- qbo_id: customer === null || customer === void 0 ? void 0 : customer.qboId,
21
- });
17
+ if (customer != null && customer.id != null) {
18
+ return {
19
+ customer_id: customer.id,
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+ customer_name: customer.name,
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+ qbo_id: customer.qboId,
22
+ };
23
+ }
24
+ else {
25
+ // Customer field is read-only in v1. Will require customerUpdates when made editable
26
+ return {
27
+ customer_id: (_a = customerUpdates === null || customerUpdates === void 0 ? void 0 : customerUpdates.id) !== null && _a !== void 0 ? _a : '',
28
+ customer_name: (_b = customerUpdates === null || customerUpdates === void 0 ? void 0 : customerUpdates.name) !== null && _b !== void 0 ? _b : '',
29
+ qbo_id: customerUpdates === null || customerUpdates === void 0 ? void 0 : customerUpdates.qboId,
30
+ };
31
+ }
22
32
  };
23
33
  exports.toCustomerBasePayload = toCustomerBasePayload;
24
34
  const toCustomer = (payload, parseOutParentName = false) => {
package/lib/entity/transaction/payloadTypes/customerTransactionPayload.d.ts CHANGED
@@ -1,7 +1,7 @@
1
1
  import { CustomerBasePayload } from '../../customer/customerPayload';
2
2
  import { CustomerTransaction } from '../stateTypes/customerTransaction';
3
3
  import { TransactionPayload } from './transactionPayload';
4
- export interface CustomerTransactionPayload extends TransactionPayload, CustomerBasePayload {
4
+ export interface CustomerTransactionPayload extends Omit<TransactionPayload, 'customer_id' | 'customer_name'>, CustomerBasePayload {
5
5
  document_id: string;
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  payment_type?: string;
7
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  payment_type_name?: string;
package/lib/entity/transaction/payloadTypes/customerTransactionPayload.js CHANGED
@@ -17,7 +17,6 @@ const toCustomerTransaction = (payload) => {
17
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  exports.toCustomerTransaction = toCustomerTransaction;
18
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  const toCustomerTransactionPayload = (transaction) => {
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  const payload = (0, transactionPayload_1.toTransactionPayload)(transaction);
20
- return transaction.customer != null
21
- ? Object.assign(Object.assign({}, payload), { customer_id: transaction.customer.id, customer_name: transaction.customer.name }) : payload;
20
+ return Object.assign(Object.assign({}, payload), (0, customerPayload_1.toCustomerBasePayload)(transaction.customer));
22
21
  };
23
22
  exports.toCustomerTransactionPayload = toCustomerTransactionPayload;
package/lib/entity/transaction/payloadTypes/transactionPayload.d.ts CHANGED
@@ -32,6 +32,8 @@ export interface TransactionPayload extends TransactionIDPayload, AccountBasePay
32
32
  company_inc_date: string | null;
33
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  vendor_id?: string | null;
34
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  vendor_name?: string | null;
35
+ customer_id?: string | null;
36
+ customer_name?: string | null;
35
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  recipient_total_amount?: number;
36
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  recipient_currency_code?: string;
37
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  recipient_currency_symbol?: string;
package/lib/entity/transaction/payloadTypes/transactionPayload.js CHANGED
@@ -38,12 +38,16 @@ const toTransaction = (payload) => {
38
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  var _a, _b, _c, _d, _e, _f, _g, _h;
39
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  const amount = (0, exports.getTransactionPayloadAmount)(payload);
40
40
  const recipientAmount = getTransactionPayloadRecipientAmount(payload);
41
- return Object.assign(Object.assign(Object.assign(Object.assign(Object.assign({}, (0, transactionIDPayload_1.toTransactionID)(payload)), { typeOfTransaction: 'supported', typeName: payload.transaction_type_name, createTime: (0, zeniDayJS_1.date)(payload.transaction_create_time), updateTime: payload.transaction_update_time != null
41
+ return Object.assign(Object.assign(Object.assign(Object.assign(Object.assign(Object.assign(Object.assign({}, (0, transactionIDPayload_1.toTransactionID)(payload)), { typeOfTransaction: 'supported', typeName: payload.transaction_type_name, createTime: (0, zeniDayJS_1.date)(payload.transaction_create_time), updateTime: payload.transaction_update_time != null
42
42
  ? (0, zeniDayJS_1.date)(payload.transaction_update_time)
43
- : undefined, date: (0, zeniDayJS_1.date)(payload.transaction_date), amount: amount, memo: payload.transaction_memo, description: payload.transaction_description, documentId: payload.document_id, logo: (0, urlPayload_1.toURL)(payload.logo), attachments: (_a = payload.attachments) === null || _a === void 0 ? void 0 : _a.map((attachmentPayload) => (0, attachmentPayload_1.toAttachment)(attachmentPayload)) }), (payload.vendor_id != null && payload.vendor_id != ''
43
+ : undefined, date: (0, zeniDayJS_1.date)(payload.transaction_date), amount: amount, memo: payload.transaction_memo, description: payload.transaction_description, documentId: payload.document_id, logo: (0, urlPayload_1.toURL)(payload.logo), attachments: (_a = payload.attachments) === null || _a === void 0 ? void 0 : _a.map((attachmentPayload) => (0, attachmentPayload_1.toAttachment)(attachmentPayload)) }), (payload.vendor_id !== null && payload.vendor_id !== ''
44
44
  ? { vendorId: payload.vendor_id }
45
- : {})), (payload.vendor_name != null && payload.vendor_name != ''
45
+ : {})), (payload.vendor_name !== null && payload.vendor_name !== ''
46
46
  ? { vendorName: payload.vendor_name }
47
+ : {})), (payload.customer_id !== null && payload.customer_id !== ''
48
+ ? { customerId: payload.customer_id }
49
+ : {})), (payload.customer_name !== null && payload.customer_name !== ''
50
+ ? { customerName: payload.customer_name }
47
51
  : {})), { linkedTransactions: (_b = payload.linked_transactions) === null || _b === void 0 ? void 0 : _b.map((transactionIDPayload) => (0, transactionIDPayload_1.toTransactionID)(transactionIDPayload)), lines: (_c = payload === null || payload === void 0 ? void 0 : payload.lines) === null || _c === void 0 ? void 0 : _c.map((linePayload) => (0, transactionLinePayload_1.toLine)(linePayload, amount, recipientAmount)), account: payloadHasAccountInfo(payload)
48
52
  ? (0, accountPayload_1.mapAccountBasePayloadToAccountBase)(payload)
49
53
  : undefined, syncToken: (_d = payload.sync_token) === null || _d === void 0 ? void 0 : _d.toString(), paymentType: (_e = payload.payment_type) !== null && _e !== void 0 ? _e : undefined, paymentTypeName: (_f = payload.payment_type_name) !== null && _f !== void 0 ? _f : undefined, isUpdatingTransaction: (_g = payload === null || payload === void 0 ? void 0 : payload.is_updating_transaction) !== null && _g !== void 0 ? _g : false, bookCloseDate: (payload === null || payload === void 0 ? void 0 : payload.book_close_date) != null
package/lib/entity/transaction/payloadTypes/vendorTransactionPayload.d.ts CHANGED
@@ -1,6 +1,7 @@
1
+ import { CustomerBase } from '../../customer/customerState';
1
2
  import { VendorBasePayload } from '../../vendor/vendorPayload';
2
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  import { VendorBase } from '../../vendor/vendorState';
3
- import { VendorTransaction } from '../stateTypes/vendorTransaction';
4
+ import { VendorTransaction, VendorTransactionWithCustomer } from '../stateTypes/vendorTransaction';
4
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  import { TransactionPayload } from './transactionPayload';
5
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  export interface VendorTransactionPayload extends VendorBasePayload, Omit<TransactionPayload, 'vendor_id' | 'vendor_name'> {
6
7
  document_id: string;
@@ -10,6 +11,13 @@ export interface VendorTransactionPayload extends VendorBasePayload, Omit<Transa
10
11
  balance?: number;
11
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  due_date?: string;
12
13
  }
14
+ export interface VendorTransactionWithCustomerPayload extends VendorTransactionPayload {
15
+ customer_id: string;
16
+ customer_name: string;
17
+ }
13
18
  export declare const isVendorTransactionPayload: (payload: TransactionPayload) => boolean;
14
19
  export declare const toVendorTransaction: (payload: VendorTransactionPayload) => VendorTransaction;
15
20
  export declare const toVendorTransactionPayload: (transaction: VendorTransaction, vendorUpdates?: VendorBase) => Partial<VendorTransactionPayload>;
21
+ export declare const isVendorTransactionWithCustomerPayload: (payload: TransactionPayload) => boolean;
22
+ export declare const toVendorTransactionWithCustomer: (payload: VendorTransactionWithCustomerPayload) => VendorTransactionWithCustomer;
23
+ export declare const toVendorTransactionWithCustomerPayload: (transaction: VendorTransactionWithCustomer, vendorUpdates?: VendorBase, customerUpdates?: CustomerBase) => Partial<VendorTransactionWithCustomerPayload>;
package/lib/entity/transaction/payloadTypes/vendorTransactionPayload.js CHANGED
@@ -1,21 +1,25 @@
1
1
  "use strict";
2
2
  Object.defineProperty(exports, "__esModule", { value: true });
3
- exports.toVendorTransactionPayload = exports.toVendorTransaction = exports.isVendorTransactionPayload = void 0;
3
+ exports.toVendorTransactionWithCustomerPayload = exports.toVendorTransactionWithCustomer = exports.isVendorTransactionWithCustomerPayload = exports.toVendorTransactionPayload = exports.toVendorTransaction = exports.isVendorTransactionPayload = void 0;
4
4
  const amount_1 = require("../../../commonStateTypes/amount");
5
5
  const zeniDayJS_1 = require("../../../zeniDayJS");
6
+ const customerPayload_1 = require("../../customer/customerPayload");
6
7
  const vendorPayload_1 = require("../../vendor/vendorPayload");
7
8
  const paymentType_1 = require("../stateTypes/paymentType");
8
9
  const transactionType_1 = require("../stateTypes/transactionType");
9
10
  const transactionPayload_1 = require("./transactionPayload");
10
11
  const isVendorTransactionPayload = (payload) => (0, transactionType_1.toVendorTransactionTypeStrict)(payload.transaction_type) != null;
11
12
  exports.isVendorTransactionPayload = isVendorTransactionPayload;
12
- const toVendorTransaction = (payload) => {
13
+ function buildVendorTransactionBase(payload) {
13
14
  const transaction = (0, transactionPayload_1.toTransaction)(payload);
14
15
  return Object.assign(Object.assign({}, transaction), { documentId: payload.document_id, vendor: payload.vendor_id != null
15
16
  ? (0, vendorPayload_1.mapVendorBasePayloadToVendorBase)(payload)
16
17
  : undefined, paymentType: (0, paymentType_1.toPaymentTypeStrict)(payload.payment_type), paymentTypeName: payload.payment_type_name, paymentMethodName: payload.payment_method_name, balance: payload.balance != null
17
18
  ? (0, amount_1.toAmountWC)(payload.balance, transaction.amount)
18
19
  : undefined, dueDate: payload.due_date != null ? (0, zeniDayJS_1.date)(payload.due_date) : undefined });
20
+ }
21
+ const toVendorTransaction = (payload) => {
22
+ return buildVendorTransactionBase(payload);
19
23
  };
20
24
  exports.toVendorTransaction = toVendorTransaction;
21
25
  const toVendorTransactionPayload = (transaction, vendorUpdates) => {
@@ -23,3 +27,20 @@ const toVendorTransactionPayload = (transaction, vendorUpdates) => {
23
27
  return Object.assign(Object.assign({}, payload), (0, vendorPayload_1.toVendorBasePayload)(transaction.vendor, vendorUpdates));
24
28
  };
25
29
  exports.toVendorTransactionPayload = toVendorTransactionPayload;
30
+ /*
31
+ This is used to check if the transaction is a vendor transaction with a customer
32
+ */
33
+ const isVendorTransactionWithCustomerPayload = (payload) => (0, transactionType_1.toVendorTransactionTypeStrict)(payload.transaction_type) != null &&
34
+ Boolean(payload.customer_id) === true &&
35
+ Boolean(payload.customer_name) === true;
36
+ exports.isVendorTransactionWithCustomerPayload = isVendorTransactionWithCustomerPayload;
37
+ const toVendorTransactionWithCustomer = (payload) => {
38
+ return Object.assign(Object.assign({}, buildVendorTransactionBase(payload)), { customer: Boolean(payload.customer_id) === true
39
+ ? (0, customerPayload_1.toCustomerBase)(payload, false)
40
+ : undefined });
41
+ };
42
+ exports.toVendorTransactionWithCustomer = toVendorTransactionWithCustomer;
43
+ const toVendorTransactionWithCustomerPayload = (transaction, vendorUpdates, customerUpdates) => {
44
+ return Object.assign(Object.assign({}, (0, exports.toVendorTransactionPayload)(transaction, vendorUpdates)), (0, customerPayload_1.toCustomerBasePayload)(transaction.customer, customerUpdates));
45
+ };
46
+ exports.toVendorTransactionWithCustomerPayload = toVendorTransactionWithCustomerPayload;
package/lib/entity/transaction/stateTypes/transaction.d.ts CHANGED
@@ -39,4 +39,6 @@ export interface Transaction extends BaseTransaction {
39
39
  isRecommendedTransaction?: boolean;
40
40
  vendorId?: ID;
41
41
  vendorName?: string;
42
+ customerId?: ID;
43
+ customerName?: string;
42
44
  }
package/lib/entity/transaction/stateTypes/vendorTransaction.d.ts CHANGED
@@ -1,5 +1,6 @@
1
1
  import { Amount } from '../../../commonStateTypes/amount';
2
2
  import { ZeniDate } from '../../../zeniDayJS';
3
+ import { CustomerBase } from '../../customer/customerState';
3
4
  import { VendorBase } from '../../vendor/vendorState';
4
5
  import { PaymentType } from './paymentType';
5
6
  import { Transaction } from './transaction';
@@ -11,4 +12,8 @@ export interface VendorTransaction extends Transaction {
11
12
  balance?: Amount;
12
13
  dueDate?: ZeniDate;
13
14
  }
15
+ export interface VendorTransactionWithCustomer extends VendorTransaction {
16
+ customer?: CustomerBase;
17
+ }
14
18
  export declare const isVendorTransaction: (transaction: Transaction) => boolean;
19
+ export declare const isVendorTransactionWithCustomer: (transaction: Transaction) => boolean;
package/lib/entity/transaction/stateTypes/vendorTransaction.js CHANGED
@@ -1,6 +1,10 @@
1
1
  "use strict";
2
2
  Object.defineProperty(exports, "__esModule", { value: true });
3
- exports.isVendorTransaction = void 0;
3
+ exports.isVendorTransactionWithCustomer = exports.isVendorTransaction = void 0;
4
4
  const transactionType_1 = require("./transactionType");
5
5
  const isVendorTransaction = (transaction) => (0, transactionType_1.toVendorTransactionTypeStrict)(transaction.type) != null;
6
6
  exports.isVendorTransaction = isVendorTransaction;
7
+ const isVendorTransactionWithCustomer = (transaction) => (0, transactionType_1.toVendorTransactionTypeStrict)(transaction.type) != null &&
8
+ Boolean(transaction.customerId) === true &&
9
+ Boolean(transaction.customerName) === true;
10
+ exports.isVendorTransactionWithCustomer = isVendorTransactionWithCustomer;
package/lib/entity/transaction/toSupportedTransaction.js CHANGED
@@ -10,7 +10,12 @@ function toSupportedTransaction(payload) {
10
10
  return (0, customerTransactionPayload_1.toCustomerTransaction)(payload);
11
11
  }
12
12
  else if ((0, vendorTransactionPayload_1.isVendorTransactionPayload)(payload)) {
13
- return (0, vendorTransactionPayload_1.toVendorTransaction)(payload);
13
+ if ((0, vendorTransactionPayload_1.isVendorTransactionWithCustomerPayload)(payload)) {
14
+ return (0, vendorTransactionPayload_1.toVendorTransactionWithCustomer)(payload);
15
+ }
16
+ else {
17
+ return (0, vendorTransactionPayload_1.toVendorTransaction)(payload);
18
+ }
14
19
  }
15
20
  else if ((0, otherTransactionPayload_1.isTransferTransactionPayload)(payload)) {
16
21
  return (0, otherTransactionPayload_1.toTransferTransaction)(payload);
package/lib/entity/transaction/transactionState.d.ts CHANGED
@@ -2,14 +2,14 @@ import { ID } from '../../commonStateTypes/common';
2
2
  import { TransactionDetailKey, ZeniTransactionDetailKey } from '../../view/transactionDetail/transactionDetailState';
3
3
  import { CustomerTransactionPayload } from './payloadTypes/customerTransactionPayload';
4
4
  import { TransactionPayload } from './payloadTypes/transactionPayload';
5
- import { VendorTransactionPayload } from './payloadTypes/vendorTransactionPayload';
5
+ import { VendorTransactionPayload, VendorTransactionWithCustomerPayload } from './payloadTypes/vendorTransactionPayload';
6
6
  import { CustomerTransaction } from './stateTypes/customerTransaction';
7
7
  import { MatchedTransaction } from './stateTypes/reconciliationTransaction';
8
8
  import { ScheduleTransaction } from './stateTypes/scheduleTransaction';
9
9
  import { Transaction } from './stateTypes/transaction';
10
- import { VendorTransaction } from './stateTypes/vendorTransaction';
11
- export type SupportedTransaction = Transaction | CustomerTransaction | VendorTransaction;
12
- export type SupportedTransactionPayload = TransactionPayload | CustomerTransactionPayload | VendorTransactionPayload;
10
+ import { VendorTransaction, VendorTransactionWithCustomer } from './stateTypes/vendorTransaction';
11
+ export type SupportedTransaction = Transaction | CustomerTransaction | VendorTransaction | VendorTransactionWithCustomer;
12
+ export type SupportedTransactionPayload = TransactionPayload | CustomerTransactionPayload | VendorTransactionPayload | VendorTransactionWithCustomerPayload;
13
13
  export type AllSupportedTransactions = SupportedTransaction | undefined;
14
14
  export interface TransactionState {
15
15
  transactionById: Record<ID | TransactionDetailKey, SupportedTransaction | undefined>;
package/lib/view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic.js CHANGED
@@ -14,6 +14,8 @@ const transactionsViewReducer_1 = require("../../reducers/transactionsViewReduce
14
14
  const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(expenseAutomationViewReducer_1.fetchAllExpenseAutomationTabs.match), (0, operators_1.switchMap)((action) => {
15
15
  const { cacheOverride, refreshViewInBackground } = action.payload;
16
16
  const state = state$.value;
17
+ const { monthEndCloseChecksState } = state;
18
+ const { monthEndCloseChecksByTenantId } = monthEndCloseChecksState;
17
19
  const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
18
20
  const companyId = currentTenant.companyId;
19
21
  const selectedPeriod = state.expenseAutomationViewState.selectedPeriodByTenantId[currentTenant.tenantId];
@@ -22,23 +24,24 @@ const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.pipe((0
22
24
  const timePeriodStart = (0, timePeriod_1.toAbsoluteDay)(period.start);
23
25
  const timePeriodEnd = (0, timePeriod_1.toAbsoluteDay)(period.end);
24
26
  const monthYearPeriodId = (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod);
27
+ const monthEndCheckState = monthEndCloseChecksByTenantId[currentTenant.tenantId][monthYearPeriodId];
28
+ const reconciliationEnabled = monthEndCheckState.monthEndCloseCheckList.find((list) => list.id === 'reconciliation');
25
29
  if (timePeriodStart == null ||
26
30
  timePeriodEnd == null ||
27
31
  companyId == null) {
28
32
  throw Error(`Invalid start - ${timePeriodStart} and end - ${timePeriodEnd} period from given ${selectedPeriod}`);
29
33
  }
30
34
  if (cacheOverride === true) {
31
- return (0, rxjs_1.from)([
32
- (0, transactionsViewReducer_1.fetchTransactionCategorizationView)(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, cacheOverride, false, undefined, undefined, refreshViewInBackground),
33
- (0, missingReceiptsViewReducer_1.fetchMissingReceipts)({ start: timePeriodStart, end: timePeriodEnd }, {
34
- amount: 75.0,
35
- currencyCode: 'USD',
36
- currencySymbol: '$',
37
- }, cacheOverride, refreshViewInBackground),
38
- (0, fluxAnalysisViewReducer_1.fetchFluxAnalysisView)(selectedPeriod, cacheOverride, refreshViewInBackground, null),
39
- (0, jeSchedulesViewReducer_1.fetchJeSchedulesPage)({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride),
40
- (0, reconciliationViewReducer_1.fetchReconciliation)(selectedPeriod, undefined, cacheOverride, refreshViewInBackground),
41
- ]);
35
+ const actions = [];
36
+ actions.push((0, transactionsViewReducer_1.fetchTransactionCategorizationView)(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, cacheOverride, false, undefined, undefined, refreshViewInBackground), (0, missingReceiptsViewReducer_1.fetchMissingReceipts)({ start: timePeriodStart, end: timePeriodEnd }, {
37
+ amount: 75.0,
38
+ currencyCode: 'USD',
39
+ currencySymbol: '$',
40
+ }, cacheOverride, refreshViewInBackground), (0, fluxAnalysisViewReducer_1.fetchFluxAnalysisView)(selectedPeriod, cacheOverride, refreshViewInBackground, null), (0, jeSchedulesViewReducer_1.fetchJeSchedulesPage)({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride));
41
+ if (reconciliationEnabled) {
42
+ actions.push((0, reconciliationViewReducer_1.fetchReconciliation)(selectedPeriod, undefined, cacheOverride, refreshViewInBackground));
43
+ }
44
+ return (0, rxjs_1.from)(actions);
42
45
  }
43
46
  else {
44
47
  const fetchActions = [];
@@ -74,7 +77,8 @@ const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.pipe((0
74
77
  'In-Progress' &&
75
78
  state.expenseAutomationReconciliationViewState
76
79
  .accountReconciliationRecordsBySelectedPeriod[monthYearPeriodId] ==
77
- null) {
80
+ null &&
81
+ reconciliationEnabled) {
78
82
  fetchActions.push((0, reconciliationViewReducer_1.fetchReconciliation)(selectedPeriod, undefined, cacheOverride, refreshViewInBackground));
79
83
  }
80
84
  if (state.expenseAutomationTransactionsViewState
package/lib/view/expenseAutomationView/epics/transactionCategorization/updateTransactionCategorizationEpic.js CHANGED
@@ -40,11 +40,12 @@ const updateTransactionCategorizationEpic = (actions$, state$, zeniAPI) => actio
40
40
  }));
41
41
  exports.updateTransactionCategorizationEpic = updateTransactionCategorizationEpic;
42
42
  function prepareTransactionPayload(selectedTab, transactionState, vendorState, transactionsViewState, transactionId, saveUpdates) {
43
- var _a;
43
+ var _a, _b;
44
44
  const detail = (0, transactionSelector_1.getSupportedTransactionById)(transactionState, transactionId);
45
45
  const tranDetail = (0, get_1.default)(transactionsViewState.transactionCategorizationView[selectedTab]
46
46
  .transactionReviewLocalDataById, transactionId, undefined);
47
47
  const tranVendorUpdates = (_a = tranDetail === null || tranDetail === void 0 ? void 0 : tranDetail.transactionReviewLocalData) === null || _a === void 0 ? void 0 : _a.vendorUpdates;
48
+ const tranCustomerUpdates = (_b = tranDetail === null || tranDetail === void 0 ? void 0 : tranDetail.transactionReviewLocalData) === null || _b === void 0 ? void 0 : _b.customerUpdates;
48
49
  let vendorUpdates = undefined;
49
50
  if ((tranVendorUpdates === null || tranVendorUpdates === void 0 ? void 0 : tranVendorUpdates.qboId) != null) {
50
51
  const vendor = (0, vendorSelector_1.getVendorByVendorId)(vendorState, tranVendorUpdates.qboId);
@@ -61,8 +62,15 @@ function prepareTransactionPayload(selectedTab, transactionState, vendorState, t
61
62
  };
62
63
  }
63
64
  }
65
+ let customerUpdates = undefined;
66
+ if ((tranCustomerUpdates === null || tranCustomerUpdates === void 0 ? void 0 : tranCustomerUpdates.qboId) != null) {
67
+ customerUpdates = {
68
+ id: tranCustomerUpdates.qboId,
69
+ name: tranCustomerUpdates.name,
70
+ };
71
+ }
64
72
  if (detail != null) {
65
- const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, vendorUpdates);
73
+ const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, vendorUpdates, customerUpdates);
66
74
  const entityUpdates = toEntityUpdatePayload(saveUpdates.entityRelatedUpdates);
67
75
  return {
68
76
  entity_related_updates: entityUpdates,
@@ -91,12 +99,14 @@ function preparePayload(selectedTab, transactionState, vendorState, transactions
91
99
  return payload;
92
100
  }
93
101
  }
94
- const toTransactionUpdatePayload = (updates, detail, vendorUpdates) => {
102
+ const toTransactionUpdatePayload = (updates, detail, vendorUpdates, customerUpdates) => {
95
103
  var _a, _b;
96
104
  const transaction = Object.assign({}, detail);
97
105
  transaction.memo = (_a = updates.memo) !== null && _a !== void 0 ? _a : '';
98
106
  transaction.vendorId = vendorUpdates === null || vendorUpdates === void 0 ? void 0 : vendorUpdates.id;
99
107
  transaction.vendorName = vendorUpdates === null || vendorUpdates === void 0 ? void 0 : vendorUpdates.name;
108
+ transaction.customerId = customerUpdates === null || customerUpdates === void 0 ? void 0 : customerUpdates.id;
109
+ transaction.customerName = customerUpdates === null || customerUpdates === void 0 ? void 0 : customerUpdates.name;
100
110
  const recommendationUpdates = {};
101
111
  for (const key in updates.updatesByLineId) {
102
112
  const lineUpdates = updates.updatesByLineId[key];
@@ -133,11 +143,17 @@ const toTransactionUpdatePayload = (updates, detail, vendorUpdates) => {
133
143
  transaction.lines = newLineMap;
134
144
  }
135
145
  transaction.recommendations = recommendationUpdates;
146
+ // Added this check because now customer are also part of Expense,Journal Entry and Check type of transactions
136
147
  if ((0, customerTransaction_1.isCustomerTransaction)(transaction)) {
137
148
  return (0, customerTransactionPayload_1.toCustomerTransactionPayload)(transaction);
138
149
  }
139
150
  else if ((0, vendorTransaction_1.isVendorTransaction)(transaction)) {
140
- return (0, vendorTransactionPayload_1.toVendorTransactionPayload)(transaction, vendorUpdates);
151
+ if ((0, vendorTransaction_1.isVendorTransactionWithCustomer)(transaction)) {
152
+ return (0, vendorTransactionPayload_1.toVendorTransactionWithCustomerPayload)(transaction, vendorUpdates, customerUpdates);
153
+ }
154
+ else {
155
+ return (0, vendorTransactionPayload_1.toVendorTransactionPayload)(transaction, vendorUpdates);
156
+ }
141
157
  }
142
158
  else if ((0, otherTransaction_1.isTransferTransaction)(transaction)) {
143
159
  return (0, otherTransactionPayload_1.toTransferTransactionPayload)(transaction);
package/lib/view/expenseAutomationView/helpers/saveTransactionHelper.js CHANGED
@@ -2,6 +2,7 @@
2
2
  Object.defineProperty(exports, "__esModule", { value: true });
3
3
  exports.toTransactionUpdatesFromTransactionCategorizationLocalData = void 0;
4
4
  const entity_1 = require("../../../entity/genericEntity/entity");
5
+ const customerTransaction_1 = require("../../../entity/transaction/stateTypes/customerTransaction");
5
6
  const vendorTransaction_1 = require("../../../entity/transaction/stateTypes/vendorTransaction");
6
7
  const recommendationState_1 = require("../../recommendation/recommendationState");
7
8
  const saveTransactionHelper_1 = require("../../transactionDetail/epics/saveTransactionHelper");
@@ -10,7 +11,7 @@ const saveTransactionHelper_1 = require("../../transactionDetail/epics/saveTrans
10
11
  * @param transactionCategorizationLocalData
11
12
  */
12
13
  const toTransactionUpdatesFromTransactionCategorizationLocalData = (transactionCategorizationLocalData, transaction, uncategorizedIncomeExpense) => {
13
- var _a, _b, _c;
14
+ var _a, _b;
14
15
  const updates = {
15
16
  updatesByLineId: {},
16
17
  };
@@ -22,22 +23,18 @@ const toTransactionUpdatesFromTransactionCategorizationLocalData = (transactionC
22
23
  if ((0, vendorTransaction_1.isVendorTransaction)(transaction) === true) {
23
24
  updates.vendorId = (_a = transactionCategorizationLocalData.vendorUpdates) === null || _a === void 0 ? void 0 : _a.id;
24
25
  }
25
- const entity = transaction.vendorId != null
26
- ? {
27
- id: transaction.vendorId,
28
- name: (_b = transaction.vendorName) !== null && _b !== void 0 ? _b : '',
29
- type: (0, entity_1.toEntityType)('vendor'),
30
- qboId: transaction.vendorId,
31
- zeniId: transaction.vendorId,
32
- }
33
- : undefined;
26
+ // This needs to be changed to customerUpdates as of now we are not updating customerId so we are using the one from the transaction
27
+ if ((0, vendorTransaction_1.isVendorTransactionWithCustomer)(transaction) === true) {
28
+ updates.customerId = transaction.customerId;
29
+ }
30
+ const entity = getEntityFromTransaction(transaction);
34
31
  let lastUpdatedCategory;
35
32
  let lastUpdatedClass;
36
33
  // single recommendation to just pick the last recommendation in the list of lines
37
- (_c = transaction.lines) === null || _c === void 0 ? void 0 : _c.forEach((line) => {
38
- var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m;
39
- const updatedEntityId = (_a = transactionCategorizationLocalData.vendorUpdates) === null || _a === void 0 ? void 0 : _a.qboId;
40
- const entityDetails = getEntityDetails(entity, transactionCategorizationLocalData.lineItemById[line.id], transactionCategorizationLocalData.vendorUpdates);
34
+ (_b = transaction.lines) === null || _b === void 0 ? void 0 : _b.forEach((line) => {
35
+ var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m, _o, _p, _q, _r, _s, _t, _u, _v, _w;
36
+ const updatedEntityId = (_b = (_a = transactionCategorizationLocalData.vendorUpdates) === null || _a === void 0 ? void 0 : _a.qboId) !== null && _b !== void 0 ? _b : (_c = transactionCategorizationLocalData.customerUpdates) === null || _c === void 0 ? void 0 : _c.qboId;
37
+ const entityDetails = getEntityDetails(entity, transactionCategorizationLocalData.lineItemById[line.id], transactionCategorizationLocalData.vendorUpdates, transactionCategorizationLocalData.customerUpdates);
41
38
  if (line.type === 'transaction_with_account_and_class_line' ||
42
39
  line.type === 'transaction_with_product_or_service_line' ||
43
40
  line.type === 'journal_entry_transaction_line') {
@@ -50,24 +47,28 @@ const toTransactionUpdatesFromTransactionCategorizationLocalData = (transactionC
50
47
  };
51
48
  if (line.type === 'journal_entry_transaction_line' ||
52
49
  line.platformLineDetailType === 'deposit_line_detail') {
53
- updatesByLineId[line.id] = Object.assign(Object.assign({}, updatesByLineId[line.id]), { vendor: lineItem.vendor });
50
+ updatesByLineId[line.id] = Object.assign(Object.assign({}, updatesByLineId[line.id]), { vendor: lineItem.vendor, customer: lineItem.customer });
54
51
  }
55
52
  let hasCategoryChanged = false;
56
53
  let hasClassChanged = false;
57
54
  const accountLine = line;
58
55
  hasCategoryChanged =
59
- ((_b = lineItem.account) === null || _b === void 0 ? void 0 : _b.qboId) !== accountLine.account.qboId &&
60
- Boolean((_c = lineItem.account) === null || _c === void 0 ? void 0 : _c.qboId);
56
+ ((_d = lineItem.account) === null || _d === void 0 ? void 0 : _d.qboId) !== accountLine.account.qboId &&
57
+ Boolean((_e = lineItem.account) === null || _e === void 0 ? void 0 : _e.qboId);
61
58
  hasClassChanged =
62
- Boolean((_d = lineItem.class) === null || _d === void 0 ? void 0 : _d.qboId) &&
63
- ((_e = lineItem.class) === null || _e === void 0 ? void 0 : _e.qboId) !== accountLine.class.qboId;
59
+ Boolean((_f = lineItem.class) === null || _f === void 0 ? void 0 : _f.qboId) &&
60
+ ((_g = lineItem.class) === null || _g === void 0 ? void 0 : _g.qboId) !== accountLine.class.qboId;
64
61
  const recommendedAccountBase = (0, saveTransactionHelper_1.toRecommendedAccountBase)(lineItem.amount.amount, lineItem.account);
65
62
  const recommendedClassBase = (0, saveTransactionHelper_1.toRecommendedClassBase)(lineItem.amount.amount, lineItem.class);
66
- const updatedLineEntityId = ((_f = accountLine.vendor) === null || _f === void 0 ? void 0 : _f.id) != null
67
- ? ((_g = accountLine.vendor) === null || _g === void 0 ? void 0 : _g.id) != ((_h = lineItem.vendor) === null || _h === void 0 ? void 0 : _h.id)
68
- ? (_j = lineItem.vendor) === null || _j === void 0 ? void 0 : _j.id
69
- : (_k = accountLine.vendor) === null || _k === void 0 ? void 0 : _k.id
70
- : undefined;
63
+ const updatedLineEntityId = ((_h = accountLine.vendor) === null || _h === void 0 ? void 0 : _h.id) != null
64
+ ? ((_j = accountLine.vendor) === null || _j === void 0 ? void 0 : _j.id) != ((_k = lineItem.vendor) === null || _k === void 0 ? void 0 : _k.id)
65
+ ? (_l = lineItem.vendor) === null || _l === void 0 ? void 0 : _l.id
66
+ : (_m = accountLine.vendor) === null || _m === void 0 ? void 0 : _m.id
67
+ : ((_o = accountLine.customer) === null || _o === void 0 ? void 0 : _o.id) != null
68
+ ? ((_p = accountLine.customer) === null || _p === void 0 ? void 0 : _p.id) != ((_q = lineItem.customer) === null || _q === void 0 ? void 0 : _q.id)
69
+ ? (_r = lineItem.customer) === null || _r === void 0 ? void 0 : _r.id
70
+ : (_s = accountLine.customer) === null || _s === void 0 ? void 0 : _s.id
71
+ : undefined;
71
72
  if (entityDetails != null &&
72
73
  (hasCategoryChanged === true || hasClassChanged === true)) {
73
74
  lastUpdatedCategory =
@@ -83,16 +84,16 @@ const toTransactionUpdatesFromTransactionCategorizationLocalData = (transactionC
83
84
  if (recommended.class != null ||
84
85
  recommended.account != null ||
85
86
  updatedEntityId != null) {
86
- const vendorIdToUpdate = (_l = transactionCategorizationLocalData.vendorUpdates) === null || _l === void 0 ? void 0 : _l.qboId;
87
- let entityId = entityDetails.entityId;
87
+ const vendorIdToUpdate = (_t = transactionCategorizationLocalData.vendorUpdates) === null || _t === void 0 ? void 0 : _t.qboId;
88
88
  if (line.type === 'journal_entry_transaction_line' ||
89
89
  line.platformLineDetailType === 'deposit_line_detail') {
90
- const entityId = (_m = accountLine.vendor) === null || _m === void 0 ? void 0 : _m.id;
90
+ const entityId = (_v = (_u = accountLine.vendor) === null || _u === void 0 ? void 0 : _u.id) !== null && _v !== void 0 ? _v : (_w = accountLine.customer) === null || _w === void 0 ? void 0 : _w.id;
91
91
  if (entityId != null) {
92
92
  doUpdateEntityUpdates(entityUpdates, entityId, entityDetails.entityType, recommended, false, updatedLineEntityId);
93
93
  }
94
94
  }
95
95
  else {
96
+ let entityId = entityDetails.entityId;
96
97
  if (vendorIdToUpdate != null) {
97
98
  entityId = vendorIdToUpdate;
98
99
  }
@@ -135,8 +136,8 @@ const doUpdateEntityUpdates = (entityUpdates, entityId, entityType, recommendati
135
136
  entityUpdates[entityKey] = Object.assign(Object.assign({}, entityUpdate), { recommendations: recommendation });
136
137
  }
137
138
  };
138
- const getEntityDetails = (entity, lineItemLocalData, vendorUpdates) => {
139
- var _a, _b, _c;
139
+ const getEntityDetails = (entity, lineItemLocalData, vendorUpdates, customerUpdates) => {
140
+ var _a, _b, _c, _d;
140
141
  if (entity != null) {
141
142
  return {
142
143
  entityId: (_a = entity.qboId) !== null && _a !== void 0 ? _a : entity.id,
@@ -155,7 +156,19 @@ const getEntityDetails = (entity, lineItemLocalData, vendorUpdates) => {
155
156
  entityType: 'vendor',
156
157
  };
157
158
  }
158
- if (((_c = lineItemLocalData.vendor) === null || _c === void 0 ? void 0 : _c.id) != null) {
159
+ if (customerUpdates != null && customerUpdates.id != null) {
160
+ return {
161
+ entityId: customerUpdates.id,
162
+ entityType: 'customer',
163
+ };
164
+ }
165
+ if (((_c = lineItemLocalData.customer) === null || _c === void 0 ? void 0 : _c.id) != null) {
166
+ return {
167
+ entityId: lineItemLocalData.customer.id,
168
+ entityType: 'customer',
169
+ };
170
+ }
171
+ if (((_d = lineItemLocalData.vendor) === null || _d === void 0 ? void 0 : _d.id) != null) {
159
172
  return {
160
173
  entityId: lineItemLocalData.vendor.id,
161
174
  entityType: 'vendor',
@@ -163,3 +176,41 @@ const getEntityDetails = (entity, lineItemLocalData, vendorUpdates) => {
163
176
  }
164
177
  return undefined;
165
178
  };
179
+ const getEntityFromTransaction = (transaction) => {
180
+ if ((0, vendorTransaction_1.isVendorTransaction)(transaction) ||
181
+ (0, vendorTransaction_1.isVendorTransactionWithCustomer)(transaction)) {
182
+ const vendor = transaction.vendor;
183
+ const customer = transaction.customer;
184
+ if (customer != null) {
185
+ return {
186
+ id: customer.id,
187
+ name: customer.name,
188
+ type: (0, entity_1.toEntityType)('customer'),
189
+ qboId: customer.id,
190
+ zeniId: customer.id,
191
+ };
192
+ }
193
+ if (vendor != null) {
194
+ return {
195
+ id: vendor.id,
196
+ name: vendor.name,
197
+ type: (0, entity_1.toEntityType)('vendor'),
198
+ qboId: vendor.id,
199
+ zeniId: vendor.id,
200
+ };
201
+ }
202
+ }
203
+ if ((0, customerTransaction_1.isCustomerTransaction)(transaction)) {
204
+ const customer = transaction.customer;
205
+ if (customer) {
206
+ return {
207
+ id: customer.id,
208
+ name: customer.name,
209
+ type: (0, entity_1.toEntityType)('customer'),
210
+ qboId: customer.id,
211
+ zeniId: customer.id,
212
+ };
213
+ }
214
+ }
215
+ return undefined;
216
+ };
package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts CHANGED
@@ -8,6 +8,6 @@ import { UncategorizedAccounts } from '../../accountList/accountListSelector';
8
8
  import { TransactionReviewLocalData, TransactionsTabViewState } from '../types/transactionsViewState';
9
9
  export declare const MAX_SELECTION_LIMIT = 5;
10
10
  export declare const toTransactionDetailLocalData: (transaction: SupportedTransaction) => TransactionReviewLocalData;
11
- export declare const toSetAllLineItemsToCategoryClass: (draft: TransactionsTabViewState, transaction: SupportedTransaction, transactionId: ID, transactionLineId: ID, transactionDetailLocalData: TransactionReviewLocalData, updatedItem: "category" | "class", uncategorizedAccounts: UncategorizedAccounts, vendorId?: ID, selectedAccount?: AccountBase, selectedClassBase?: ClassBase) => TransactionReviewLocalData;
11
+ export declare const toSetAllLineItemsToCategoryClass: (draft: TransactionsTabViewState, transaction: SupportedTransaction, transactionId: ID, transactionLineId: ID, transactionDetailLocalData: TransactionReviewLocalData, updatedItem: "category" | "class", uncategorizedAccounts: UncategorizedAccounts, vendorId?: ID, customerId?: ID, selectedAccount?: AccountBase, selectedClassBase?: ClassBase) => TransactionReviewLocalData;
12
12
  export declare const setEntityRecommendationForLineIdInLocalData: (draft: TransactionsTabViewState, transaction: SupportedTransaction, transactionDetailLocalData: TransactionReviewLocalData, entity: Entity, recommendationLineIds: ID[], uncategorizedAccounts: UncategorizedAccounts, recommendationByLineId?: RecommendationByLineId) => TransactionReviewLocalData;
13
13
  export declare const checkIfAllLineItemsAreCategoryClassFilled: (transaction: SupportedTransaction, transactionDetailLocalData: TransactionReviewLocalData, uncategorizedAccounts: UncategorizedAccounts) => boolean;
package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js CHANGED
@@ -19,7 +19,29 @@ const toTransactionDetailLocalData = (transaction) => {
19
19
  logo: transaction.logo,
20
20
  }
21
21
  : undefined;
22
+ transactionLocal.customer =
23
+ transaction.customerId != null &&
24
+ transaction.customerName != null &&
25
+ Boolean(transaction.customerId) === true &&
26
+ Boolean(transaction.customerName) === true
27
+ ? {
28
+ id: transaction.customerId,
29
+ name: transaction.customerName,
30
+ logo: transaction.logo,
31
+ }
32
+ : undefined;
22
33
  transactionLocal.vendorUpdates = undefined;
34
+ if ((0, vendorTransaction_1.isVendorTransactionWithCustomer)(transaction) &&
35
+ transaction.customerName != null) {
36
+ transactionLocal.customerUpdates = {
37
+ id: transaction.customerId,
38
+ name: transaction.customerName,
39
+ qboId: transaction.customerId,
40
+ };
41
+ }
42
+ else {
43
+ transactionLocal.customerUpdates = undefined;
44
+ }
23
45
  transactionLocal.lineItemById =
24
46
  transaction.lines != null && transaction.lines.length > 0
25
47
  ? buildLineItemById(transaction, transaction.recommendations)
@@ -53,7 +75,16 @@ const buildLineItemById = (transaction, recommendations) => {
53
75
  logo: accountLine.vendor.logo,
54
76
  }
55
77
  : undefined;
56
- record.customer = accountLine.customer;
78
+ record.customer =
79
+ accountLine.customer != null &&
80
+ Boolean(accountLine.customer.id) === true &&
81
+ Boolean(accountLine.customer.name) === true
82
+ ? {
83
+ id: accountLine.customer.id,
84
+ name: accountLine.customer.name,
85
+ logo: accountLine.customer.logo,
86
+ }
87
+ : undefined;
57
88
  record.billable = accountLine.billable;
58
89
  record.categorizationStatus = accountLine.categorizationStatus;
59
90
  record.reviewPendingReasons = accountLine.reviewPendingReasons;
@@ -89,7 +120,7 @@ const buildLineItemById = (transaction, recommendations) => {
89
120
  });
90
121
  return lineItemData;
91
122
  };
92
- const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, transactionLineId, transactionDetailLocalData, updatedItem, uncategorizedAccounts, vendorId, selectedAccount, selectedClassBase) => {
123
+ const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, transactionLineId, transactionDetailLocalData, updatedItem, uncategorizedAccounts, vendorId, customerId, selectedAccount, selectedClassBase) => {
93
124
  const newLineItems = {};
94
125
  let selectedCheckBoxTransactionIds = draft.selectedCheckBoxTransactionIds;
95
126
  if (transaction.lines != null) {
@@ -124,8 +155,11 @@ const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, tra
124
155
  }
125
156
  }
126
157
  else {
127
- if ((transactionDetailLocalData.vendor != null &&
128
- transactionDetailLocalData.vendor.id === vendorId) ||
158
+ if ((transactionDetailLocalData.customer != null &&
159
+ transactionDetailLocalData.customer.id === customerId) ||
160
+ (record.customer != null && record.customer.id === customerId) ||
161
+ (transactionDetailLocalData.vendor != null &&
162
+ transactionDetailLocalData.vendor.id === vendorId) ||
129
163
  (record.vendor != null && record.vendor.id === vendorId)) {
130
164
  // if the vendor is same, then set the account and class with the selected ones and add the transaction to the selected list
131
165
  if (selectedAccount != null &&
@@ -174,7 +208,7 @@ const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, tra
174
208
  }
175
209
  });
176
210
  }
177
- const newLocalData = Object.assign(Object.assign({}, transactionsViewState_1.initialSupportedTransactionCategorization.transactionReviewLocalData), { sortedLineItems: transactionDetailLocalData.sortedLineItems, memo: transactionDetailLocalData.memo, lineItemById: newLineItems, transactionDate: transactionDetailLocalData.transactionDate, transactionType: transactionDetailLocalData.transactionType, transactionTypeName: transactionDetailLocalData.transactionTypeName, vendor: transactionDetailLocalData.vendor, vendorUpdates: transactionDetailLocalData.vendorUpdates, vendorDetails: transactionDetailLocalData.vendorDetails });
211
+ const newLocalData = Object.assign(Object.assign({}, transactionsViewState_1.initialSupportedTransactionCategorization.transactionReviewLocalData), { sortedLineItems: transactionDetailLocalData.sortedLineItems, memo: transactionDetailLocalData.memo, lineItemById: newLineItems, transactionDate: transactionDetailLocalData.transactionDate, transactionType: transactionDetailLocalData.transactionType, transactionTypeName: transactionDetailLocalData.transactionTypeName, vendor: transactionDetailLocalData.vendor, customer: transactionDetailLocalData.customer, vendorUpdates: transactionDetailLocalData.vendorUpdates, customerUpdates: transactionDetailLocalData.customerUpdates, vendorDetails: transactionDetailLocalData.vendorDetails, customerDetails: transactionDetailLocalData.customerDetails });
178
212
  if (!(0, exports.checkIfAllLineItemsAreCategoryClassFilled)(transaction, newLocalData, uncategorizedAccounts)) {
179
213
  selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds.filter((id) => id !== transaction.id);
180
214
  }
@@ -238,7 +272,7 @@ const setEntityRecommendationForLineIdInLocalData = (draft, transaction, transac
238
272
  const newLineItem = newLineItems[matchingEntityLineId];
239
273
  newLineItems[matchingEntityLineId] = Object.assign(Object.assign({}, newLineItem), { class: matchingRecord.class, account: matchingRecord.account, lineEntity: matchingRecord.lineEntity });
240
274
  }
241
- const newLocalData = Object.assign(Object.assign({}, transactionsViewState_1.initialSupportedTransactionCategorization.transactionReviewLocalData), { sortedLineItems: transactionDetailLocalData.sortedLineItems, memo: transactionDetailLocalData.memo, lineItemById: newLineItems, transactionDate: transactionDetailLocalData.transactionDate, transactionType: transactionDetailLocalData.transactionType, transactionTypeName: transactionDetailLocalData.transactionTypeName, vendorUpdates: transactionDetailLocalData.vendorUpdates, vendorDetails: transactionDetailLocalData.vendorDetails, vendor: transactionDetailLocalData.vendor });
275
+ const newLocalData = Object.assign(Object.assign({}, transactionsViewState_1.initialSupportedTransactionCategorization.transactionReviewLocalData), { sortedLineItems: transactionDetailLocalData.sortedLineItems, memo: transactionDetailLocalData.memo, lineItemById: newLineItems, transactionDate: transactionDetailLocalData.transactionDate, transactionType: transactionDetailLocalData.transactionType, transactionTypeName: transactionDetailLocalData.transactionTypeName, vendorUpdates: transactionDetailLocalData.vendorUpdates, customerUpdates: transactionDetailLocalData.customerUpdates, vendorDetails: transactionDetailLocalData.vendorDetails, customerDetails: transactionDetailLocalData.customerDetails, vendor: transactionDetailLocalData.vendor, customer: transactionDetailLocalData.customer });
242
276
  if (!(0, exports.checkIfAllLineItemsAreCategoryClassFilled)(transaction, newLocalData, uncategorizedAccounts)) {
243
277
  selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds.filter((id) => id !== transaction.id);
244
278
  }
@@ -250,7 +284,7 @@ const checkIfAllLineItemsAreCategoryClassFilled = (transaction, transactionDetai
250
284
  const lineItems = Object.values(transactionDetailLocalData.lineItemById);
251
285
  const isVendorTransactionAvailable = (0, vendorTransaction_1.isVendorTransaction)(transaction);
252
286
  return lineItems.every((lineItem) => {
253
- var _a, _b, _c, _d, _e;
287
+ var _a, _b, _c;
254
288
  return lineItem.account != null &&
255
289
  Boolean(lineItem.account.qboId) === true &&
256
290
  lineItem.class != null &&
@@ -260,10 +294,20 @@ const checkIfAllLineItemsAreCategoryClassFilled = (transaction, transactionDetai
260
294
  (_b = uncategorizedAccounts.expense) === null || _b === void 0 ? void 0 : _b.qboId,
261
295
  (_c = uncategorizedAccounts.income) === null || _c === void 0 ? void 0 : _c.qboId,
262
296
  ].includes(lineItem.account.qboId)) &&
263
- (isVendorTransactionAvailable
264
- ? ((_d = transactionDetailLocalData.vendor) === null || _d === void 0 ? void 0 : _d.id) != null &&
297
+ ((isVendorTransactionAvailable
298
+ ? transactionDetailLocalData.vendor != null &&
299
+ transactionDetailLocalData.vendor.id != null &&
265
300
  Boolean(transactionDetailLocalData.vendor.id) === true
266
- : ((_e = lineItem.vendor) === null || _e === void 0 ? void 0 : _e.id) != null && Boolean(lineItem.vendor.id) === true);
301
+ : lineItem.vendor != null &&
302
+ lineItem.vendor.id != null &&
303
+ Boolean(lineItem.vendor.id) === true) ||
304
+ (isVendorTransactionAvailable
305
+ ? transactionDetailLocalData.customer != null &&
306
+ transactionDetailLocalData.customer.id != null &&
307
+ Boolean(transactionDetailLocalData.customer.id) === true
308
+ : lineItem.customer != null &&
309
+ lineItem.customer.id != null &&
310
+ Boolean(lineItem.customer.id) === true));
267
311
  });
268
312
  };
269
313
  exports.checkIfAllLineItemsAreCategoryClassFilled = checkIfAllLineItemsAreCategoryClassFilled;
package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.d.ts CHANGED
@@ -76,12 +76,13 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
76
76
  selectedTransaction: SupportedTransaction;
77
77
  uncategorizedAccounts: UncategorizedAccounts;
78
78
  updatedVendor?: VendorBase;
79
- }, "expenseAutomationTransactionsView/updateSelectedVendorForTransaction">, setAllItemsToCategoryClassInLocalDataForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: string, lineId: string, transactions: SupportedTransaction[], uncategorizedAccounts: UncategorizedAccounts, vendorId?: string | undefined, selectedAccount?: AccountBase | undefined, selectedClassBase?: ClassBase | undefined, lineEntity?: Entity | undefined, recommendations?: Recommendation[] | undefined], {
79
+ }, "expenseAutomationTransactionsView/updateSelectedVendorForTransaction">, setAllItemsToCategoryClassInLocalDataForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: string, lineId: string, transactions: SupportedTransaction[], uncategorizedAccounts: UncategorizedAccounts, vendorId?: string | undefined, customerId?: string | undefined, selectedAccount?: AccountBase | undefined, selectedClassBase?: ClassBase | undefined, lineEntity?: Entity | undefined, recommendations?: Recommendation[] | undefined], {
80
80
  selectedTab: "review" | "autoCategorized";
81
81
  transactionId: string;
82
82
  lineId: string;
83
83
  transactions: SupportedTransaction[];
84
84
  vendorId: string | undefined;
85
+ customerId: string | undefined;
85
86
  lineEntity: Entity | undefined;
86
87
  selectedAccount: AccountBase | undefined;
87
88
  selectedClassBase: ClassBase | undefined;
package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.js CHANGED
@@ -261,7 +261,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
261
261
  },
262
262
  setAllItemsToCategoryClassInLocalDataForCategorization: {
263
263
  reducer(draft, action) {
264
- const { vendorId, selectedAccount, selectedClassBase, transactions, transactionId, lineId, selectedTab, uncategorizedAccounts, } = action.payload;
264
+ const { vendorId, customerId, selectedAccount, selectedClassBase, transactions, transactionId, lineId, selectedTab, uncategorizedAccounts, } = action.payload;
265
265
  const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
266
266
  .transactionReviewLocalDataById, transactionId, undefined);
267
267
  const existingAccount = transactionLocalData === null || transactionLocalData === void 0 ? void 0 : transactionLocalData.transactionReviewLocalData.lineItemById[lineId].account;
@@ -285,7 +285,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
285
285
  ];
286
286
  }
287
287
  }
288
- if (vendorId != null) {
288
+ if (vendorId != null || customerId != null) {
289
289
  transactions.forEach((transaction) => {
290
290
  const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
291
291
  .transactionReviewLocalDataById, transaction.id, undefined);
@@ -294,13 +294,13 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
294
294
  transactionId: transaction.id,
295
295
  transactionReviewLocalData: (0, transactionCategorizationLocalDataHelper_1.toSetAllLineItemsToCategoryClass)(draft.transactionCategorizationView[selectedTab], transaction, transactionId, lineId, transactionLocalData.transactionReviewLocalData, (existingAccount === null || existingAccount === void 0 ? void 0 : existingAccount.accountId) !== (selectedAccount === null || selectedAccount === void 0 ? void 0 : selectedAccount.accountId)
296
296
  ? 'category'
297
- : 'class', uncategorizedAccounts, vendorId, selectedAccount, selectedClassBase),
297
+ : 'class', uncategorizedAccounts, vendorId, customerId, selectedAccount, selectedClassBase),
298
298
  };
299
299
  }
300
300
  });
301
301
  }
302
302
  },
303
- prepare(selectedTab, transactionId, lineId, transactions, uncategorizedAccounts, vendorId, selectedAccount, selectedClassBase, lineEntity, recommendations) {
303
+ prepare(selectedTab, transactionId, lineId, transactions, uncategorizedAccounts, vendorId, customerId, selectedAccount, selectedClassBase, lineEntity, recommendations) {
304
304
  return {
305
305
  payload: {
306
306
  selectedTab,
@@ -308,6 +308,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
308
308
  lineId,
309
309
  transactions,
310
310
  vendorId,
311
+ customerId,
311
312
  lineEntity,
312
313
  selectedAccount,
313
314
  selectedClassBase,
package/lib/view/expenseAutomationView/types/transactionsViewState.d.ts CHANGED
@@ -60,16 +60,23 @@ export interface TransactionReviewLocalData {
60
60
  lineItemById: Record<ID, TransactionCategorizationLineItemData>;
61
61
  sortedLineItems: ID[];
62
62
  vendor?: VendorBase;
63
+ customer?: CustomerBase;
63
64
  memo?: string;
64
65
  vendorDetails?: {
65
66
  id: ID;
66
67
  qboId: string;
67
68
  name: string;
68
69
  };
70
+ customerDetails?: {
71
+ id: ID;
72
+ qboId: string;
73
+ name: string;
74
+ };
69
75
  transactionDate?: ZeniDate;
70
76
  transactionType?: TransactionType;
71
77
  transactionTypeName?: string;
72
78
  vendorUpdates?: TransactionVendorUpdates;
79
+ customerUpdates?: TransactionVendorUpdates;
73
80
  }
74
81
  export interface SupportedTransactionCategorization {
75
82
  transactionReviewLocalData: TransactionReviewLocalData;
@@ -103,6 +110,7 @@ export interface TransactionUpdates {
103
110
  memo?: string;
104
111
  updatesByLineId: Record<ID, TransactionLineUpdates>;
105
112
  vendorId?: ID;
113
+ customerId?: ID;
106
114
  }
107
115
  export interface EntityRelatedRecommendationUpdates {
108
116
  entityId: ID;
package/lib/view/transactionDetail/epics/saveTransactionHelper.js CHANGED
@@ -25,7 +25,7 @@ const recommendationState_1 = require("../../recommendation/recommendationState"
25
25
  * additionally fire “Mark as not miscat” for every point above.
26
26
  */
27
27
  const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDetailLocalData, transaction, isExpenseAutomationEnabled) => {
28
- var _a, _b, _c;
28
+ var _a, _b, _c, _d;
29
29
  const updates = {
30
30
  updatesByLineId: {},
31
31
  };
@@ -39,15 +39,16 @@ const toTransactionUpdatesFromTransactionDetailLocalData = (transactionDetailLoc
39
39
  : undefined;
40
40
  if ((0, vendorTransaction_1.isVendorTransaction)(transaction)) {
41
41
  updates.vendorId = (_b = transactionDetailLocalData.vendorUpdates) === null || _b === void 0 ? void 0 : _b.id;
42
+ updates.customerId = (_c = transactionDetailLocalData.customerUpdates) === null || _c === void 0 ? void 0 : _c.id;
42
43
  }
43
44
  let isBulkUpdate = false;
44
45
  const entity = getEntityFromTransaction(transaction);
45
46
  let lastUpdatedCategory;
46
47
  let lastUpdatedClass;
47
48
  // single recommendation to just pick the last recommendation in the list of lines
48
- (_c = transaction.lines) === null || _c === void 0 ? void 0 : _c.forEach((line) => {
49
+ (_d = transaction.lines) === null || _d === void 0 ? void 0 : _d.forEach((line) => {
49
50
  var _a, _b, _c, _d, _e, _f;
50
- const entityDetails = getEntityDetails(entity, transactionDetailLocalData.lineItemById[line.id], transactionDetailLocalData.vendorUpdates);
51
+ const entityDetails = getEntityDetails(entity, transactionDetailLocalData.lineItemById[line.id], transactionDetailLocalData.vendorUpdates, transactionDetailLocalData.customerUpdates);
51
52
  if (line.type === 'transaction_with_account_and_class_line' ||
52
53
  line.type === 'transaction_with_product_or_service_line' ||
53
54
  line.type === 'journal_entry_transaction_line') {
@@ -229,7 +230,7 @@ const getEntityFromTransaction = (transaction) => {
229
230
  }
230
231
  return entity;
231
232
  };
232
- const getEntityDetails = (entity, lineItemLocalData, vendorUpdates) => {
233
+ const getEntityDetails = (entity, lineItemLocalData, vendorUpdates, customerUpdates) => {
233
234
  var _a, _b, _c, _d;
234
235
  if (entity != null) {
235
236
  return {
@@ -243,6 +244,14 @@ const getEntityDetails = (entity, lineItemLocalData, vendorUpdates) => {
243
244
  entityType: lineItemLocalData.vendor != null ? 'vendor' : 'customer',
244
245
  };
245
246
  }
247
+ if (customerUpdates != null &&
248
+ Boolean(customerUpdates.id) === true &&
249
+ customerUpdates.id != null) {
250
+ return {
251
+ entityId: customerUpdates.id,
252
+ entityType: 'customer',
253
+ };
254
+ }
246
255
  if (vendorUpdates != null && vendorUpdates.id != null) {
247
256
  return {
248
257
  entityId: vendorUpdates.id,
package/lib/view/transactionDetail/epics/updateTransactionDetailEpic.js CHANGED
@@ -126,6 +126,7 @@ function preparePayload(transactionState, vendorState, transactionDetailState, t
126
126
  const detail = (0, transactionSelector_1.getSupportedTransactionById)(transactionState, transactionDetailKey);
127
127
  const tranDetail = (0, get_1.default)(transactionDetailState.transactionDetailById, transactionDetailKey, undefined);
128
128
  const tranVendorUpdates = tranDetail === null || tranDetail === void 0 ? void 0 : tranDetail.transactionDetailLocalData.vendorUpdates;
129
+ const tranCustomerUpdates = tranDetail === null || tranDetail === void 0 ? void 0 : tranDetail.transactionDetailLocalData.customerUpdates;
129
130
  let vendorUpdates = undefined;
130
131
  if ((tranVendorUpdates === null || tranVendorUpdates === void 0 ? void 0 : tranVendorUpdates.qboId) != null) {
131
132
  const vendor = (0, vendorSelector_1.getVendorByVendorId)(vendorState, tranVendorUpdates.qboId);
@@ -142,8 +143,15 @@ function preparePayload(transactionState, vendorState, transactionDetailState, t
142
143
  };
143
144
  }
144
145
  }
146
+ let customerUpdates = undefined;
147
+ if ((tranCustomerUpdates === null || tranCustomerUpdates === void 0 ? void 0 : tranCustomerUpdates.qboId) != null) {
148
+ customerUpdates = {
149
+ id: tranCustomerUpdates.qboId,
150
+ name: tranCustomerUpdates.name,
151
+ };
152
+ }
145
153
  if (detail != null) {
146
- const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, vendorUpdates);
154
+ const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, vendorUpdates, customerUpdates);
147
155
  const entityUpdates = toEntityUpdatePayload(saveUpdates.entityRelatedUpdates);
148
156
  return {
149
157
  entity_related_updates: entityUpdates,
@@ -153,7 +161,7 @@ function preparePayload(transactionState, vendorState, transactionDetailState, t
153
161
  }
154
162
  return undefined;
155
163
  }
156
- const toTransactionUpdatePayload = (updates, detail, vendorUpdates) => {
164
+ const toTransactionUpdatePayload = (updates, detail, vendorUpdates, customerUpdates) => {
157
165
  var _a, _b;
158
166
  const transaction = Object.assign({}, detail);
159
167
  transaction.memo = (_a = updates.memo) !== null && _a !== void 0 ? _a : '';
@@ -197,7 +205,12 @@ const toTransactionUpdatePayload = (updates, detail, vendorUpdates) => {
197
205
  return (0, customerTransactionPayload_1.toCustomerTransactionPayload)(transaction);
198
206
  }
199
207
  else if ((0, vendorTransaction_1.isVendorTransaction)(transaction)) {
200
- return (0, vendorTransactionPayload_1.toVendorTransactionPayload)(transaction, vendorUpdates);
208
+ if ((0, vendorTransaction_1.isVendorTransactionWithCustomer)(transaction)) {
209
+ return (0, vendorTransactionPayload_1.toVendorTransactionWithCustomerPayload)(transaction, vendorUpdates, customerUpdates);
210
+ }
211
+ else {
212
+ return (0, vendorTransactionPayload_1.toVendorTransactionPayload)(transaction, vendorUpdates);
213
+ }
201
214
  }
202
215
  else if ((0, otherTransaction_1.isTransferTransaction)(transaction)) {
203
216
  return (0, otherTransactionPayload_1.toTransferTransactionPayload)(transaction);
package/lib/view/transactionDetail/transactionDetailLocalDataHelper.js CHANGED
@@ -6,8 +6,9 @@ const customerTransaction_1 = require("../../entity/transaction/stateTypes/custo
6
6
  const vendorTransaction_1 = require("../../entity/transaction/stateTypes/vendorTransaction");
7
7
  const transactionDetailState_1 = require("./transactionDetailState");
8
8
  const toTransactionDetailLocalData = (transaction, vendorId, uncategorizedIncomeExpense) => {
9
- var _a, _b, _c, _d, _e, _f, _g;
9
+ var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m, _o, _p, _q;
10
10
  const transactionLocal = Object.assign({}, transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData);
11
+ const customerId = transaction.customerId;
11
12
  transactionLocal.memo = transaction.memo;
12
13
  transactionLocal.vendorUpdates =
13
14
  (0, vendorTransaction_1.isVendorTransaction)(transaction) && vendorId != null
@@ -17,12 +18,28 @@ const toTransactionDetailLocalData = (transaction, vendorId, uncategorizedIncome
17
18
  qboId: (_c = transaction.vendor) === null || _c === void 0 ? void 0 : _c.id,
18
19
  }
19
20
  : undefined;
21
+ transactionLocal.customerUpdates =
22
+ (0, customerTransaction_1.isCustomerTransaction)(transaction) && customerId != null
23
+ ? {
24
+ id: customerId,
25
+ name: (_e = (_d = transaction.customer) === null || _d === void 0 ? void 0 : _d.name) !== null && _e !== void 0 ? _e : '',
26
+ qboId: (_g = (_f = transaction.customer) === null || _f === void 0 ? void 0 : _f.id) !== null && _g !== void 0 ? _g : '',
27
+ }
28
+ : undefined;
20
29
  transactionLocal.vendorDetails =
21
30
  (0, vendorTransaction_1.isVendorTransaction)(transaction) && vendorId != null
22
31
  ? {
23
32
  id: vendorId,
24
- qboId: (_e = (_d = transaction.vendor) === null || _d === void 0 ? void 0 : _d.id) !== null && _e !== void 0 ? _e : '',
25
- name: (_g = (_f = transaction.vendor) === null || _f === void 0 ? void 0 : _f.name) !== null && _g !== void 0 ? _g : '',
33
+ qboId: (_j = (_h = transaction.vendor) === null || _h === void 0 ? void 0 : _h.id) !== null && _j !== void 0 ? _j : '',
34
+ name: (_l = (_k = transaction.vendor) === null || _k === void 0 ? void 0 : _k.name) !== null && _l !== void 0 ? _l : '',
35
+ }
36
+ : undefined;
37
+ transactionLocal.customerDetails =
38
+ (0, customerTransaction_1.isCustomerTransaction)(transaction) && customerId != null
39
+ ? {
40
+ id: customerId,
41
+ qboId: (_o = (_m = transaction.customer) === null || _m === void 0 ? void 0 : _m.id) !== null && _o !== void 0 ? _o : '',
42
+ name: (_q = (_p = transaction.customer) === null || _p === void 0 ? void 0 : _p.name) !== null && _q !== void 0 ? _q : '',
26
43
  }
27
44
  : undefined;
28
45
  transactionLocal.lineItemById =
@@ -661,12 +678,12 @@ const toSetAllLineItemsToVendor = (transaction, transactionDetailLocalData, enti
661
678
  ? toVendorBaseFromLineEntity(entity)
662
679
  : undefined;
663
680
  if (line.type === 'transaction_with_product_or_service_line') {
664
- const lineRecord = Object.assign(Object.assign({}, transactionDetailLocalData.lineItemById[lineId]), { vendor: record.vendor });
681
+ const lineRecord = Object.assign(Object.assign({}, transactionDetailLocalData.lineItemById[lineId]), { vendor: record.vendor, customer: record.customer });
665
682
  record.item = lineRecord.item;
666
683
  record.lineDetailType = lineRecord.lineDetailType;
667
684
  }
668
685
  if (line.type === 'journal_entry_transaction_line') {
669
- const lineRecord = Object.assign(Object.assign({}, transactionDetailLocalData.lineItemById[lineId]), { vendor: record.vendor });
686
+ const lineRecord = Object.assign(Object.assign({}, transactionDetailLocalData.lineItemById[lineId]), { vendor: record.vendor, customer: record.customer });
670
687
  record.lineTransactionType = lineRecord.lineTransactionType;
671
688
  record.postingType = lineRecord.postingType;
672
689
  record.postingTypeName = lineRecord.postingTypeName;
package/lib/view/transactionDetail/transactionDetailState.d.ts CHANGED
@@ -59,6 +59,7 @@ export interface TransactionUpdates {
59
59
  memo?: string;
60
60
  updatesByLineId: Record<ID, TransactionLineUpdates>;
61
61
  vendorId?: ID;
62
+ customerId?: ID;
62
63
  }
63
64
  export interface EntityRelatedRecommendationUpdates {
64
65
  entityId: ID;
package/lib/view/transactionDetail/transactionDetailTypes.d.ts CHANGED
@@ -44,6 +44,12 @@ export interface TransactionDetailLocalData {
44
44
  name: string;
45
45
  qboId: ID;
46
46
  };
47
+ customerDetails?: {
48
+ id: ID;
49
+ name: string;
50
+ qboId: ID;
51
+ };
52
+ customerUpdates?: TransactionVendorUpdates;
47
53
  vendorUpdates?: TransactionVendorUpdates;
48
54
  updatePreviousTransactionsWithUpdatedVendor?: boolean;
49
55
  isVendorUpdateAllChecked: boolean;
package/package.json CHANGED
@@ -1,6 +1,6 @@
1
1
  {
2
2
  "name": "@zeniai/client-epic-state",
3
- "version": "4.15.18",
3
+ "version": "4.15.20",
4
4
  "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
5
5
  "main": "lib/index.js",
6
6
  "types": "lib/index.d.ts",