@zeniai/client-epic-state 4.15.25 → 4.15.26

package/lib/view/expenseAutomationView/selectors/reconciliationViewSelector.js

@@ -1,249 +0,0 @@
-"use strict";
-Object.defineProperty(exports, "__esModule", { value: true });
-exports.isAccountReconReport = exports.getExpenseAutomationReconciliationView = void 0;
-const toolkit_1 = require("@reduxjs/toolkit");
-const lodash_1 = require("lodash");
-const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
-const accountReconSelector_1 = require("../../../entity/accountRecon/accountReconSelector");
-const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
-const accountListSelector_1 = require("../../accountList/accountListSelector");
-const classListSelector_1 = require("../../classList/classListSelector");
-const reconciliationViewReducer_1 = require("../reducers/reconciliationViewReducer");
-const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
-exports.getExpenseAutomationReconciliationView = (0, toolkit_1.createSelector)((state) => state, (state) => (0, tenantSelector_1.getCurrentTenant)(state), (state) => state.expenseAutomationReconciliationViewState, (state) => state.expenseAutomationViewState, (state) => state.plaidAccountViewState, (state) => state.accountListState, (state) => state.accountState, (state) => state.classListState, (state) => state.classState, (state) => state.monthEndCloseChecksState, (state, currentTenant, reconciliationViewState, expenseAutomationViewState, plaidAccountViewState, accountListState, accountState, classListState, classState, monthEndCloseChecksState) => {
-    var _a;
-    const { selectedPeriodByTenantId } = expenseAutomationViewState;
-    const reconcileTabUiState = reconciliationViewState.reconTabsState.reconcile.uiState;
-    const reviewTabUiState = reconciliationViewState.reconTabsState.review.uiState;
-    const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
-    const accountReconForMonthYearPeriod = selectedPeriod != null
-        ? reconciliationViewState.accountReconciliationRecordsBySelectedPeriod[(0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod)]
-        : undefined;
-    if (accountReconForMonthYearPeriod == null) {
-        return {
-            accountListNestedAccountHierarchy: [],
-            classListNestedAccountHierarchy: [],
-            allAccountList: [],
-            allClassList: [],
-            fetchStatus: {
-                fetchState: reconciliationViewState.fetchState,
-                error: reconciliationViewState.error,
-            },
-            plaidConnectionDetails: plaidAccountViewState['expense_automation_reconcile']
-                .plaidConnectionDetails,
-            completionStatus: 'incomplete',
-            refreshStatus: reconciliationViewState.refreshStatus,
-            selectedTab: reconciliationViewState.selectedTab,
-            monthYearPeriod: selectedPeriod,
-            selectedAccountId: reconciliationViewState.selectedAccountId,
-            accountReconciliationsByAccountID: {},
-            reconciliationTabsState: reconciliationViewReducer_1.initialReconciliationTabsState,
-            actionFetchStates: reconciliationViewReducer_1.initialActionFetchState,
-            accountReconciliationBySectionID: {
-                assets: {
-                    sectionId: 'assets',
-                    accountIDs: [],
-                    totalBankBalance: undefined,
-                    totalClearedBalance: undefined,
-                    totalReconciledBalance: undefined,
-                    totalVariance: undefined,
-                    totalVariancePercentage: undefined,
-                },
-                liabilities: {
-                    sectionId: 'liabilities',
-                    accountIDs: [],
-                    totalBankBalance: undefined,
-                    totalClearedBalance: undefined,
-                    totalReconciledBalance: undefined,
-                    totalVariance: undefined,
-                    totalVariancePercentage: undefined,
-                },
-            },
-        };
-    }
-    const allAccountIDs = accountReconForMonthYearPeriod.accountIDs;
-    const reconList = {};
-    const assetAccountIDs = [];
-    const liabilityAccountIDs = [];
-    const assetTotals = {};
-    const liabilityTotals = {};
-    allAccountIDs.forEach((accountID) => {
-        var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m;
-        const accountRecon = (0, accountReconSelector_1.getAccountReconByAccountIdAndSelectedPeriod)(state, accountID, selectedPeriod);
-        if (accountRecon == null) {
-            console.error(`Account reconciliation not found for account ${accountID} in period ${selectedPeriod.toString()}`);
-            return;
-        }
-        const accountConnectionStatus = reconciliationViewState.accountConnectionStatusByAccountID[accountID];
-        if (accountConnectionStatus == null) {
-            console.error(`Account connection status not found for account ${accountID} in period ${selectedPeriod.toString()}`);
-            return;
-        }
-        const account = accountRecon.account;
-        const sortedReconcileTransactions = sortReconcileTransactions(accountRecon.transactionsToReconcile, reconcileTabUiState);
-        accountRecon.transactionsToReconcile = sortedReconcileTransactions;
-        const sortedReviewTabTransactions = sortReviewTabTransactions(accountRecon.transactionsToReview, reviewTabUiState);
-        accountRecon.transactionsToReview = sortedReviewTabTransactions;
-        if (accountConnectionStatus.status === 'connected') {
-            if ((account === null || account === void 0 ? void 0 : account.accountType) === 'bank') {
-                if (accountRecon.balance != null &&
-                    accountRecon.clearedBalance != null &&
-                    accountRecon.variance != null) {
-                    assetTotals.balanceTotal = Object.assign(Object.assign({}, accountRecon.balance), { amount: ((_b = (_a = assetTotals.balanceTotal) === null || _a === void 0 ? void 0 : _a.amount) !== null && _b !== void 0 ? _b : 0) +
-                            accountRecon.balance.amount });
-                    assetTotals.clearedTotal = Object.assign(Object.assign({}, accountRecon.clearedBalance), { amount: ((_d = (_c = assetTotals.clearedTotal) === null || _c === void 0 ? void 0 : _c.amount) !== null && _d !== void 0 ? _d : 0) +
-                            accountRecon.clearedBalance.amount });
-                    assetTotals.varianceTotal = Object.assign(Object.assign({}, accountRecon.variance), { amount: ((_f = (_e = assetTotals.varianceTotal) === null || _e === void 0 ? void 0 : _e.amount) !== null && _f !== void 0 ? _f : 0) +
-                            accountRecon.variance.amount });
-                    assetTotals.variancePercentage =
-                        assetTotals.varianceTotal.amount != null
-                            ? (assetTotals.varianceTotal.amount /
-                                assetTotals.clearedTotal.amount) *
-                                100
-                            : undefined;
-                }
-            }
-            else if (account.accountType === 'credit_card') {
-                if (accountRecon.balance != null &&
-                    accountRecon.clearedBalance != null &&
-                    accountRecon.variance != null) {
-                    liabilityTotals.balanceTotal = Object.assign(Object.assign({}, accountRecon.balance), { amount: ((_h = (_g = liabilityTotals.balanceTotal) === null || _g === void 0 ? void 0 : _g.amount) !== null && _h !== void 0 ? _h : 0) +
-                            accountRecon.balance.amount });
-                    liabilityTotals.clearedTotal = Object.assign(Object.assign({}, accountRecon.clearedBalance), { amount: ((_k = (_j = liabilityTotals.clearedTotal) === null || _j === void 0 ? void 0 : _j.amount) !== null && _k !== void 0 ? _k : 0) +
-                            accountRecon.clearedBalance.amount });
-                    liabilityTotals.varianceTotal = Object.assign(Object.assign({}, accountRecon.variance), { amount: ((_m = (_l = liabilityTotals.varianceTotal) === null || _l === void 0 ? void 0 : _l.amount) !== null && _m !== void 0 ? _m : 0) +
-                            accountRecon.variance.amount });
-                    liabilityTotals.variancePercentage =
-                        liabilityTotals.varianceTotal.amount != null
-                            ? (liabilityTotals.varianceTotal.amount /
-                                liabilityTotals.clearedTotal.amount) *
-                                100
-                            : undefined;
-                }
-            }
-        }
-        if ((account === null || account === void 0 ? void 0 : account.accountType) === 'bank') {
-            assetAccountIDs.push(accountID);
-        }
-        else if (account.accountType === 'credit_card') {
-            liabilityAccountIDs.push(accountID);
-        }
-        reconList[accountID] = {
-            accountConnectionStatus: accountConnectionStatus.status,
-            connectionInProgress: accountConnectionStatus.connectionInProgress,
-            accountReconEntity: accountRecon,
-            refreshStatus: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
-                .refreshStatus,
-            transactionFetchState: accountReconForMonthYearPeriod.reconciliationByAccountID[accountID]
-                .transactionFetchState, // transaction fetch state
-        };
-    });
-    const accountReconciliationBySectionID = {
-        assets: {
-            sectionId: 'assets',
-            accountIDs: assetAccountIDs,
-            totalBankBalance: assetTotals.balanceTotal,
-            totalClearedBalance: assetTotals.clearedTotal,
-            totalReconciledBalance: assetTotals.varianceTotal,
-            totalVariance: assetTotals.varianceTotal,
-            totalVariancePercentage: assetTotals.variancePercentage,
-        },
-        liabilities: {
-            sectionId: 'liabilities',
-            accountIDs: liabilityAccountIDs,
-            totalBankBalance: liabilityTotals.balanceTotal,
-            totalClearedBalance: liabilityTotals.clearedTotal,
-            totalReconciledBalance: liabilityTotals.varianceTotal,
-            totalVariance: liabilityTotals.varianceTotal,
-            totalVariancePercentage: liabilityTotals.variancePercentage,
-        },
-    };
-    const accountListNestedAccountHierarchy = (0, accountListSelector_1.getNestedAccountListHierarchy)(accountListState, 'accountList');
-    const classListNestedAccountHierarchy = (0, classListSelector_1.getNestedClassListHierarchy)(classListState);
-    const accountsList = (0, accountListSelector_1.getAccountList)(accountState, accountListState, 'accountList');
-    const classList = (0, classListSelector_1.getClassList)(classState, classListState);
-    const allClasses = classList.classes.map((classData) => {
-        return (0, lodash_1.omit)(classData, ['accountIds', 'key']);
-    });
-    const allSteps = selectedPeriod != null
-        ? (0, expenseAutomationViewSelectorTypes_1.getAllSteps)(monthEndCloseChecksState, (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod), currentTenant.tenantId)
-        : [];
-    const reconciliationCompletionStatus = (_a = allSteps.find((step) => step.step === 'reconciliation')) === null || _a === void 0 ? void 0 : _a.completionStatus;
-    const completionStatus = reconciliationCompletionStatus !== null && reconciliationCompletionStatus !== void 0 ? reconciliationCompletionStatus : 'incomplete';
-    return {
-        accountReconciliationsByAccountID: reconList,
-        fetchStatus: {
-            fetchState: reconciliationViewState.fetchState,
-            error: reconciliationViewState.error,
-        },
-        plaidConnectionDetails: plaidAccountViewState['expense_automation_reconcile']
-            .plaidConnectionDetails,
-        reconciliationTabsState: reconciliationViewState.reconTabsState,
-        completionStatus,
-        refreshStatus: reconciliationViewState.refreshStatus,
-        selectedTab: reconciliationViewState.selectedTab,
-        selectedDrawerAccountId: reconciliationViewState.selectedDrawerAccountId,
-        monthYearPeriod: selectedPeriod,
-        accountReconciliationBySectionID,
-        selectedAccountId: reconciliationViewState.selectedAccountId,
-        selectedReconAccount: reconciliationViewState.selectedAccountId != null &&
-            reconList[reconciliationViewState.selectedAccountId] != null
-            ? reconList[reconciliationViewState.selectedAccountId]
-            : undefined, // Selects the reconciliation account based on the selectedAccountId
-        accountListNestedAccountHierarchy,
-        actionFetchStates: reconciliationViewState.actionFetchState,
-        classListNestedAccountHierarchy,
-        allAccountList: accountsList.accounts,
-        allClassList: allClasses,
-    };
-});
-const isAccountReconReport = (reportId) => {
-    return reportId.endsWith('reconciliation');
-};
-exports.isAccountReconReport = isAccountReconReport;
-function sortReconcileTransactions(transactions, uiState) {
-    const { sortKey, sortOrder } = uiState;
-    return (0, lodash_1.orderBy)(transactions, (transaction) => {
-        var _a, _b, _c, _d, _e, _f;
-        switch (sortKey) {
-            case 'clearedDate':
-                return (_b = (_a = transaction.clearedDate) === null || _a === void 0 ? void 0 : _a.valueOf()) !== null && _b !== void 0 ? _b : null;
-            case 'type':
-                return transaction.type.toLowerCase();
-            case 'payee':
-                return (_d = (_c = transaction.merchantName) === null || _c === void 0 ? void 0 : _c.toLowerCase()) !== null && _d !== void 0 ? _d : null;
-            case 'account':
-                return (_f = (_e = transaction.accountName) === null || _e === void 0 ? void 0 : _e.toLowerCase()) !== null && _f !== void 0 ? _f : null;
-            case 'transactionDirection':
-                return transaction.transactionDirection.toLowerCase();
-            case 'memo':
-                return transaction.memo.toLowerCase();
-            case 'amount':
-                return transaction.amount.amount;
-            case 'date':
-            default:
-                return transaction.date.valueOf();
-        }
-    }, sortOrder === 'ascending' ? 'asc' : 'desc');
-}
-function sortReviewTabTransactions(transactions, uiState) {
-    const { sortKey, sortOrder } = uiState;
-    return (0, lodash_1.orderBy)(transactions, (transaction) => {
-        var _a, _b, _c, _d;
-        switch (sortKey) {
-            case 'match':
-                return ((_b = (_a = transaction.recommendedAction) === null || _a === void 0 ? void 0 : _a.recommendedTransactions.length) !== null && _b !== void 0 ? _b : null);
-            case 'payee':
-                return (_d = (_c = transaction.merchantName) === null || _c === void 0 ? void 0 : _c.toLowerCase()) !== null && _d !== void 0 ? _d : null;
-            case 'direction':
-                return transaction.transactionDirection.toLowerCase();
-            case 'memo':
-                return transaction.memo.toLowerCase();
-            case 'amount':
-                return transaction.amount.amount;
-            case 'date':
-            default:
-                return transaction.transactionDate.valueOf();
-        }
-    }, sortOrder === 'ascending' ? 'asc' : 'desc');
-}

package/lib/view/expenseAutomationView/types/reconciliationViewState.d.ts

@@ -1,102 +0,0 @@
-import { Amount } from '../../../commonStateTypes/amount';
-import { FetchStateAndError, ID } from '../../../commonStateTypes/common';
-import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
-import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
-import { BankStatusCodeType } from '../../../entity/accountRecon/accountReconState';
-import { VendorBase } from '../../../entity/vendor/vendorState';
-import { ZeniAPIStatus } from '../../../responsePayload';
-export declare const RECONCILE_ACTIONS: readonly ["reconcile", "save_reconcile_for_later", "exclude"];
-export declare const toReconcileActions: (v: string) => "reconcile" | "save_reconcile_for_later" | "exclude";
-export type ReconcileActionType = ReturnType<typeof toReconcileActions>;
-export type SaveReconcileDetailActionPayload = {
-    reconcileAction: 'exclude';
-    excludeTransactionId: ID;
-} | {
-    reconcileAction: 'reconcile' | 'save_reconcile_for_later';
-};
-export interface SaveReconciliationDetailFailurePayload {
-    fetchStateByAction: SaveReconcileDetailActionPayload;
-    error: ZeniAPIStatus;
-}
-export declare const toReconciliationTabsType: (v: string) => "reconcile" | "review";
-export declare type ReconciliationViewTabType = ReturnType<typeof toReconciliationTabsType>;
-declare const toReconReconcileSortKeysType: (v: string) => "type" | "date" | "amount" | "account" | "memo" | "transactionDirection" | "clearedDate" | "payee" | "recommended";
-export declare type ReconReconcileSortKey = ReturnType<typeof toReconReconcileSortKeysType>;
-export interface ReconciliationReconcileTabLocalData {
-    selectedTransactionIds: ID[];
-}
-export interface ReconciliationReconcileTabViewUiState {
-    scrollYOffset?: number;
-    sortKey: ReconReconcileSortKey;
-    sortOrder: SortOrder;
-}
-export interface TransactionSummary {
-    count: number;
-    totalAmount: Amount;
-}
-export interface BalancesLocalData {
-    variance: Amount;
-    clearedBalance: Amount;
-    variancePercentage: number;
-    payments: TransactionSummary;
-    deposits: TransactionSummary;
-}
-export interface ReconciliationTabsState {
-    reconcile: {
-        localData: ReconciliationReconcileTabLocalData;
-        uiState: ReconciliationReconcileTabViewUiState;
-    };
-    review: {
-        localData: Record<ID, ReconciliationReviewTabLocalData>;
-        uiState: ReconciliationReviewTabViewUiState;
-    };
-    balances: BalancesLocalData;
-}
-declare const toReconReviewSortKey: (v: string) => "match" | "direction" | "date" | "amount" | "memo" | "payee";
-export type ReconReviewSortKey = ReturnType<typeof toReconReviewSortKey>;
-export interface ReconciliationReviewTabViewUiState {
-    scrollPosition: {
-        scrollLeft?: number;
-        scrollTop: number;
-    } | undefined;
-    sortKey: ReconReviewSortKey;
-    sortOrder: SortOrder;
-}
-export interface ReconciliationReviewTabLocalData {
-    memo: string;
-    categoryId?: ID;
-    classId?: ID;
-    vendor?: VendorBase;
-    matchedTransactionId?: ID;
-}
-export interface ActionFetchStates {
-    excludeFetchById: Record<ID, FetchStateAndError>;
-    saveForLaterFetch: FetchStateAndError;
-    reconcileFetch: FetchStateAndError;
-    saveReconciliationReviewFetch: Record<ID, FetchStateAndError>;
-}
-export interface ReconciliationViewState extends FetchStateAndError {
-    accountReconciliationRecordsBySelectedPeriod: Record<MonthYearPeriodId, AccountReconciliationRecords>;
-    refreshStatus: FetchStateAndError;
-    accountConnectionStatusByAccountID: Record<ID, BankConnectionStatus>;
-    selectedTab: ReconciliationViewTabType;
-    selectedAccountId?: ID;
-    selectedDrawerAccountId?: ID;
-    reconTabsState: ReconciliationTabsState;
-    actionFetchState: ActionFetchStates;
-}
-export interface BankConnectionStatus {
-    status: BankStatusCodeType;
-    connectionInProgress: boolean;
-}
-export interface AccountReconciliationRecords {
-    accountIDs: ID[];
-    reconciliationByAccountID: Record<ID, AccountReconciliationDataWithTransactionFetchState>;
-}
-export interface AccountReconciliationDataWithTransactionFetchState {
-    accountId: ID;
-    reconciliationId?: ID;
-    transactionFetchState: FetchStateAndError;
-    refreshStatus: FetchStateAndError;
-}
-export {};

package/lib/view/expenseAutomationView/types/reconciliationViewState.js

@@ -1,38 +0,0 @@
-"use strict";
-Object.defineProperty(exports, "__esModule", { value: true });
-exports.toReconciliationTabsType = exports.toReconcileActions = exports.RECONCILE_ACTIONS = void 0;
-const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
-exports.RECONCILE_ACTIONS = [
-    'reconcile',
-    'save_reconcile_for_later',
-    'exclude',
-];
-const toReconcileActions = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.RECONCILE_ACTIONS);
-exports.toReconcileActions = toReconcileActions;
-const RECONCILIATION_VIEW_TABS = ['reconcile', 'review'];
-// eslint-disable-next-line @typescript-eslint/no-unused-vars
-const toReconciliationTabsType = (v) => (0, stringToUnion_1.stringToUnion)(v, RECONCILIATION_VIEW_TABS);
-exports.toReconciliationTabsType = toReconciliationTabsType;
-const RECON_RECONCILE_SORT_KEYS = [
-    'date',
-    'clearedDate',
-    'type',
-    'payee',
-    'account',
-    'transactionDirection',
-    'memo',
-    'amount',
-    'recommended',
-];
-// eslint-disable-next-line @typescript-eslint/no-unused-vars
-const toReconReconcileSortKeysType = (v) => (0, stringToUnion_1.stringToUnion)(v, RECON_RECONCILE_SORT_KEYS);
-const RECON_REVIEW_SORT_KEYS = [
-    'date',
-    'payee',
-    'memo',
-    'amount',
-    'direction',
-    'match',
-];
-// eslint-disable-next-line @typescript-eslint/no-unused-vars
-const toReconReviewSortKey = (v) => (0, stringToUnion_1.stringToUnion)(v, RECON_REVIEW_SORT_KEYS);