@zeniai/client-epic-state 4.15.25 → 4.15.26

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Files changed (124) hide show
  1. package/lib/commonStateTypes/timePeriod.d.ts +1 -1
  2. package/lib/commonStateTypes/timePeriod.js +2 -2
  3. package/lib/commonStateTypes/viewAndReport/viewAndReport.d.ts +2 -2
  4. package/lib/commonStateTypes/viewAndReport/viewAndReport.js +0 -1
  5. package/lib/configureStore.js +1 -2
  6. package/lib/entity/account/accountState.d.ts +1 -1
  7. package/lib/entity/accountGroup/accountGroupState.d.ts +1 -1
  8. package/lib/entity/class/classReducer.d.ts +4 -4
  9. package/lib/entity/class/classState.d.ts +1 -1
  10. package/lib/entity/customer/customerPayload.d.ts +1 -1
  11. package/lib/entity/customer/customerPayload.js +6 -16
  12. package/lib/entity/forecast/forecastState.d.ts +1 -1
  13. package/lib/entity/sectionAccountsView/sectionAccountsView.d.ts +1 -1
  14. package/lib/entity/sectionClassesViewV2/sectionClassesView.d.ts +1 -1
  15. package/lib/entity/sectionClassesViewV2/sectionClassesViewReducer.d.ts +2 -2
  16. package/lib/entity/snackbar/snackbarTypes.d.ts +1 -1
  17. package/lib/entity/snackbar/snackbarTypes.js +0 -4
  18. package/lib/entity/task/taskState.d.ts +1 -1
  19. package/lib/entity/tenant/clearAllEpic.d.ts +2 -4
  20. package/lib/entity/tenant/clearAllEpic.js +0 -4
  21. package/lib/entity/tenant/tenantReducer.d.ts +1 -1
  22. package/lib/entity/tenant/tenantReducer.js +2 -7
  23. package/lib/entity/transaction/payloadTypes/customerTransactionPayload.d.ts +1 -1
  24. package/lib/entity/transaction/payloadTypes/customerTransactionPayload.js +2 -1
  25. package/lib/entity/transaction/payloadTypes/transactionPayload.d.ts +0 -2
  26. package/lib/entity/transaction/payloadTypes/transactionPayload.js +3 -7
  27. package/lib/entity/transaction/payloadTypes/vendorTransactionPayload.d.ts +1 -9
  28. package/lib/entity/transaction/payloadTypes/vendorTransactionPayload.js +2 -23
  29. package/lib/entity/transaction/stateTypes/transaction.d.ts +1 -3
  30. package/lib/entity/transaction/stateTypes/transactionType.d.ts +1 -1
  31. package/lib/entity/transaction/stateTypes/transactionType.js +0 -1
  32. package/lib/entity/transaction/stateTypes/vendorTransaction.d.ts +0 -5
  33. package/lib/entity/transaction/stateTypes/vendorTransaction.js +1 -5
  34. package/lib/entity/transaction/toSupportedTransaction.js +1 -6
  35. package/lib/entity/transaction/transactionReducer.d.ts +0 -17
  36. package/lib/entity/transaction/transactionReducer.js +2 -47
  37. package/lib/entity/transaction/transactionSelector.d.ts +0 -2
  38. package/lib/entity/transaction/transactionSelector.js +0 -5
  39. package/lib/entity/transaction/transactionState.d.ts +4 -6
  40. package/lib/entity/vendorExpense/vendorExpenseSelector.d.ts +2 -2
  41. package/lib/epic.d.ts +1 -6
  42. package/lib/epic.js +1 -6
  43. package/lib/index.d.ts +6 -14
  44. package/lib/index.js +27 -52
  45. package/lib/reducer.d.ts +1 -7
  46. package/lib/reducer.js +0 -6
  47. package/lib/view/auditReportView/auditReportViewState.d.ts +1 -1
  48. package/lib/view/billPayCard/billPayCardSelector.d.ts +1 -1
  49. package/lib/view/cardBalance/cardBalanceSelector.d.ts +1 -1
  50. package/lib/view/cashBalance/cashBalanceSelector.d.ts +1 -1
  51. package/lib/view/cashInCashOut/cashInCashOutSelector.d.ts +1 -1
  52. package/lib/view/cashPosition/cashPositionSelector.d.ts +1 -1
  53. package/lib/view/commonVendorView/vendorsTabVendorView/vendorsTabVendorViewReducer.d.ts +2 -2
  54. package/lib/view/dashboard/dashboardReducer.d.ts +2 -2
  55. package/lib/view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic.d.ts +1 -2
  56. package/lib/view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic.js +10 -24
  57. package/lib/view/expenseAutomationView/epics/common/refreshExpenseAutomationCurrentTabEpic.d.ts +1 -2
  58. package/lib/view/expenseAutomationView/epics/common/refreshExpenseAutomationCurrentTabEpic.js +0 -14
  59. package/lib/view/expenseAutomationView/epics/transactionCategorization/updateTransactionCategorizationEpic.js +4 -20
  60. package/lib/view/expenseAutomationView/expenseAutomationViewReducer.d.ts +2 -2
  61. package/lib/view/expenseAutomationView/expenseAutomationViewSelector.js +2 -17
  62. package/lib/view/expenseAutomationView/expenseAutomationViewState.d.ts +2 -2
  63. package/lib/view/expenseAutomationView/expenseAutomationViewState.js +1 -1
  64. package/lib/view/expenseAutomationView/helpers/saveTransactionHelper.js +30 -81
  65. package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts +1 -1
  66. package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js +10 -54
  67. package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.d.ts +1 -2
  68. package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.js +4 -5
  69. package/lib/view/expenseAutomationView/selectorTypes/expenseAutomationViewSelectorTypes.d.ts +0 -2
  70. package/lib/view/expenseAutomationView/selectorTypes/expenseAutomationViewSelectorTypes.js +1 -1
  71. package/lib/view/expenseAutomationView/types/transactionsViewState.d.ts +0 -8
  72. package/lib/view/financeStatement/financeStatementReducer.d.ts +1 -1
  73. package/lib/view/globalMerchantView/globalMerchantViewReducer.d.ts +2 -2
  74. package/lib/view/reimbursementCard/reimbursementCardSelector.d.ts +1 -1
  75. package/lib/view/scheduleView/scheduleListView/scheduleListTypes.d.ts +1 -1
  76. package/lib/view/spendManagement/billPay/billsBulkActionView/epics/validateBillsBulkActionEpic.ts.js +3 -4
  77. package/lib/view/spendManagement/plaidAccount/epic/plaidConnection/establishPlaidConnectionEpic.js +3 -11
  78. package/lib/view/spendManagement/plaidAccount/plaidAccountViewReducer.d.ts +1 -2
  79. package/lib/view/spendManagement/plaidAccount/plaidAccountViewReducer.js +1 -3
  80. package/lib/view/spendManagement/plaidAccount/plaidAccountViewState.d.ts +1 -1
  81. package/lib/view/tasksCard/tasksCardSelector.d.ts +1 -1
  82. package/lib/view/topEx/topExSelector.d.ts +1 -1
  83. package/lib/view/transactionDetail/epics/saveTransactionHelper.js +4 -13
  84. package/lib/view/transactionDetail/epics/updateTransactionDetailEpic.js +3 -16
  85. package/lib/view/transactionDetail/transactionDetailLocalDataHelper.js +5 -22
  86. package/lib/view/transactionDetail/transactionDetailState.d.ts +0 -1
  87. package/lib/view/transactionDetail/transactionDetailTypes.d.ts +0 -6
  88. package/lib/view/vendorReviewView/vendorGlobalReviewView/vendorGlobalReviewViewState.d.ts +1 -1
  89. package/lib/zeniAPI.d.ts +0 -1
  90. package/package.json +1 -2
  91. package/lib/entity/accountRecon/accountReconPayload.d.ts +0 -70
  92. package/lib/entity/accountRecon/accountReconPayload.js +0 -125
  93. package/lib/entity/accountRecon/accountReconReducer.d.ts +0 -16
  94. package/lib/entity/accountRecon/accountReconReducer.js +0 -71
  95. package/lib/entity/accountRecon/accountReconSelector.d.ts +0 -28
  96. package/lib/entity/accountRecon/accountReconSelector.js +0 -44
  97. package/lib/entity/accountRecon/accountReconState.d.ts +0 -70
  98. package/lib/entity/accountRecon/accountReconState.js +0 -28
  99. package/lib/entity/transaction/payloadTypes/reconciliationTransactionPayloads.d.ts +0 -35
  100. package/lib/entity/transaction/payloadTypes/reconciliationTransactionPayloads.js +0 -53
  101. package/lib/entity/transaction/stateTypes/reconciliationTransaction.d.ts +0 -32
  102. package/lib/entity/transaction/stateTypes/reconciliationTransaction.js +0 -10
  103. package/lib/view/expenseAutomationView/epics/accountRecon/fetchReconciliationViewEpic.d.ts +0 -15
  104. package/lib/view/expenseAutomationView/epics/accountRecon/fetchReconciliationViewEpic.js +0 -118
  105. package/lib/view/expenseAutomationView/epics/accountRecon/initialiseLocalDataForSelectedAccountIdEpic.d.ts +0 -10
  106. package/lib/view/expenseAutomationView/epics/accountRecon/initialiseLocalDataForSelectedAccountIdEpic.js +0 -49
  107. package/lib/view/expenseAutomationView/epics/accountRecon/saveReconciliationDetailEpic.d.ts +0 -14
  108. package/lib/view/expenseAutomationView/epics/accountRecon/saveReconciliationDetailEpic.js +0 -169
  109. package/lib/view/expenseAutomationView/epics/accountRecon/saveReconciliationReviewEpic.d.ts +0 -9
  110. package/lib/view/expenseAutomationView/epics/accountRecon/saveReconciliationReviewEpic.js +0 -154
  111. package/lib/view/expenseAutomationView/epics/accountRecon/updateReconcileTabLocalDataEpic.d.ts +0 -6
  112. package/lib/view/expenseAutomationView/epics/accountRecon/updateReconcileTabLocalDataEpic.js +0 -110
  113. package/lib/view/expenseAutomationView/helpers/reconciliationHelpers.d.ts +0 -7
  114. package/lib/view/expenseAutomationView/helpers/reconciliationHelpers.js +0 -18
  115. package/lib/view/expenseAutomationView/payload/reconciliationPayload.d.ts +0 -25
  116. package/lib/view/expenseAutomationView/payload/reconciliationPayload.js +0 -51
  117. package/lib/view/expenseAutomationView/reducers/reconciliationViewReducer.d.ts +0 -66
  118. package/lib/view/expenseAutomationView/reducers/reconciliationViewReducer.js +0 -375
  119. package/lib/view/expenseAutomationView/selectorTypes/reconciliationViewSelectorTypes.d.ts +0 -50
  120. package/lib/view/expenseAutomationView/selectorTypes/reconciliationViewSelectorTypes.js +0 -7
  121. package/lib/view/expenseAutomationView/selectors/reconciliationViewSelector.d.ts +0 -5
  122. package/lib/view/expenseAutomationView/selectors/reconciliationViewSelector.js +0 -249
  123. package/lib/view/expenseAutomationView/types/reconciliationViewState.d.ts +0 -102
  124. package/lib/view/expenseAutomationView/types/reconciliationViewState.js +0 -38
@@ -19,29 +19,7 @@ const toTransactionDetailLocalData = (transaction) => {
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  logo: transaction.logo,
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  }
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  : undefined;
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- transactionLocal.customer =
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- transaction.customerId != null &&
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- transaction.customerName != null &&
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- Boolean(transaction.customerId) === true &&
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- Boolean(transaction.customerName) === true
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- ? {
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- id: transaction.customerId,
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- name: transaction.customerName,
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- logo: transaction.logo,
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- }
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- : undefined;
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  transactionLocal.vendorUpdates = undefined;
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- if ((0, vendorTransaction_1.isVendorTransactionWithCustomer)(transaction) &&
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- transaction.customerName != null) {
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- transactionLocal.customerUpdates = {
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- id: transaction.customerId,
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- name: transaction.customerName,
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- qboId: transaction.customerId,
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- };
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- }
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- else {
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- transactionLocal.customerUpdates = undefined;
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- }
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  transactionLocal.lineItemById =
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  transaction.lines != null && transaction.lines.length > 0
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  ? buildLineItemById(transaction, transaction.recommendations)
@@ -75,16 +53,7 @@ const buildLineItemById = (transaction, recommendations) => {
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  logo: accountLine.vendor.logo,
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  }
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  : undefined;
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- record.customer =
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- accountLine.customer != null &&
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- Boolean(accountLine.customer.id) === true &&
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- Boolean(accountLine.customer.name) === true
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- ? {
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- id: accountLine.customer.id,
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- name: accountLine.customer.name,
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- logo: accountLine.customer.logo,
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- }
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- : undefined;
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+ record.customer = accountLine.customer;
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  record.billable = accountLine.billable;
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  record.categorizationStatus = accountLine.categorizationStatus;
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  record.reviewPendingReasons = accountLine.reviewPendingReasons;
@@ -120,7 +89,7 @@ const buildLineItemById = (transaction, recommendations) => {
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  });
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  return lineItemData;
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  };
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- const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, transactionLineId, transactionDetailLocalData, updatedItem, uncategorizedAccounts, vendorId, customerId, selectedAccount, selectedClassBase) => {
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+ const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, transactionLineId, transactionDetailLocalData, updatedItem, uncategorizedAccounts, vendorId, selectedAccount, selectedClassBase) => {
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  const newLineItems = {};
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  let selectedCheckBoxTransactionIds = draft.selectedCheckBoxTransactionIds;
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  if (transaction.lines != null) {
@@ -155,11 +124,8 @@ const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, tra
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  }
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  }
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  else {
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- if ((transactionDetailLocalData.customer != null &&
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- transactionDetailLocalData.customer.id === customerId) ||
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- (record.customer != null && record.customer.id === customerId) ||
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- (transactionDetailLocalData.vendor != null &&
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- transactionDetailLocalData.vendor.id === vendorId) ||
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+ if ((transactionDetailLocalData.vendor != null &&
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+ transactionDetailLocalData.vendor.id === vendorId) ||
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  (record.vendor != null && record.vendor.id === vendorId)) {
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  // if the vendor is same, then set the account and class with the selected ones and add the transaction to the selected list
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  if (selectedAccount != null &&
@@ -208,7 +174,7 @@ const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, tra
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  }
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  });
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  }
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- 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 });
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+ 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 });
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  if (!(0, exports.checkIfAllLineItemsAreCategoryClassFilled)(transaction, newLocalData, uncategorizedAccounts)) {
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  selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds.filter((id) => id !== transaction.id);
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  }
@@ -272,7 +238,7 @@ const setEntityRecommendationForLineIdInLocalData = (draft, transaction, transac
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  const newLineItem = newLineItems[matchingEntityLineId];
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  newLineItems[matchingEntityLineId] = Object.assign(Object.assign({}, newLineItem), { class: matchingRecord.class, account: matchingRecord.account, lineEntity: matchingRecord.lineEntity });
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  }
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- 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 });
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+ 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 });
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  if (!(0, exports.checkIfAllLineItemsAreCategoryClassFilled)(transaction, newLocalData, uncategorizedAccounts)) {
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  selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds.filter((id) => id !== transaction.id);
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  }
@@ -284,7 +250,7 @@ const checkIfAllLineItemsAreCategoryClassFilled = (transaction, transactionDetai
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  const lineItems = Object.values(transactionDetailLocalData.lineItemById);
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  const isVendorTransactionAvailable = (0, vendorTransaction_1.isVendorTransaction)(transaction);
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  return lineItems.every((lineItem) => {
287
- var _a, _b, _c;
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+ var _a, _b, _c, _d, _e;
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  return lineItem.account != null &&
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  Boolean(lineItem.account.qboId) === true &&
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  lineItem.class != null &&
@@ -294,20 +260,10 @@ const checkIfAllLineItemsAreCategoryClassFilled = (transaction, transactionDetai
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  (_b = uncategorizedAccounts.expense) === null || _b === void 0 ? void 0 : _b.qboId,
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  (_c = uncategorizedAccounts.income) === null || _c === void 0 ? void 0 : _c.qboId,
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  ].includes(lineItem.account.qboId)) &&
297
- ((isVendorTransactionAvailable
298
- ? transactionDetailLocalData.vendor != null &&
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- transactionDetailLocalData.vendor.id != null &&
263
+ (isVendorTransactionAvailable
264
+ ? ((_d = transactionDetailLocalData.vendor) === null || _d === void 0 ? void 0 : _d.id) != null &&
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  Boolean(transactionDetailLocalData.vendor.id) === true
301
- : lineItem.vendor != null &&
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- lineItem.vendor.id != null &&
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- Boolean(lineItem.vendor.id) === true) ||
304
- (isVendorTransactionAvailable
305
- ? transactionDetailLocalData.customer != null &&
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- transactionDetailLocalData.customer.id != null &&
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- Boolean(transactionDetailLocalData.customer.id) === true
308
- : lineItem.customer != null &&
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- lineItem.customer.id != null &&
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- Boolean(lineItem.customer.id) === true));
266
+ : ((_e = lineItem.vendor) === null || _e === void 0 ? void 0 : _e.id) != null && Boolean(lineItem.vendor.id) === true);
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  });
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  };
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  exports.checkIfAllLineItemsAreCategoryClassFilled = checkIfAllLineItemsAreCategoryClassFilled;
@@ -76,13 +76,12 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
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  selectedTransaction: SupportedTransaction;
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  uncategorizedAccounts: UncategorizedAccounts;
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  updatedVendor?: VendorBase;
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], {
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], {
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  selectedTab: "review" | "autoCategorized";
81
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  transactionId: string;
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  lineId: string;
83
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  transactions: SupportedTransaction[];
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  vendorId: string | undefined;
85
- customerId: string | undefined;
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  lineEntity: Entity | undefined;
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  selectedAccount: AccountBase | undefined;
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  selectedClassBase: ClassBase | undefined;
@@ -261,7 +261,7 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
261
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  },
262
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  setAllItemsToCategoryClassInLocalDataForCategorization: {
263
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  reducer(draft, action) {
264
- const { vendorId, customerId, selectedAccount, selectedClassBase, transactions, transactionId, lineId, selectedTab, uncategorizedAccounts, } = action.payload;
264
+ const { vendorId, selectedAccount, selectedClassBase, transactions, transactionId, lineId, selectedTab, uncategorizedAccounts, } = action.payload;
265
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  const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
266
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  .transactionReviewLocalDataById, transactionId, undefined);
267
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  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
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  ];
286
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  }
287
287
  }
288
- if (vendorId != null || customerId != null) {
288
+ if (vendorId != null) {
289
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  transactions.forEach((transaction) => {
290
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  const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
291
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  .transactionReviewLocalDataById, transaction.id, undefined);
@@ -294,13 +294,13 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
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  transactionId: transaction.id,
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  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, customerId, selectedAccount, selectedClassBase),
297
+ : 'class', uncategorizedAccounts, vendorId, selectedAccount, selectedClassBase),
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  };
299
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  }
300
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  });
301
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  }
302
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  },
303
- prepare(selectedTab, transactionId, lineId, transactions, uncategorizedAccounts, vendorId, customerId, selectedAccount, selectedClassBase, lineEntity, recommendations) {
303
+ prepare(selectedTab, transactionId, lineId, transactions, uncategorizedAccounts, vendorId, selectedAccount, selectedClassBase, lineEntity, recommendations) {
304
304
  return {
305
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  payload: {
306
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  selectedTab,
@@ -308,7 +308,6 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
308
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  lineId,
309
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  transactions,
310
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  vendorId,
311
- customerId,
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  lineEntity,
313
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  selectedAccount,
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  selectedClassBase,
@@ -9,7 +9,6 @@ import { TransactionsTab } from '../types/transactionsViewState';
9
9
  import { ExpenseAutomationFluxAnalysisViewSelector } from './fluxAnalysisViewSelectorTypes';
10
10
  import { ExpenseAutomationJESchedulesViewSelector } from './jeSchedulesSelectorTypes';
11
11
  import { ExpenseAutomationMissingReceiptsViewSelector } from './missingReceiptsSelectorTypes';
12
- import { ExpenseAutomationReconciliationViewSelector } from './reconciliationViewSelectorTypes';
13
12
  import { ExpenseAutomationTransactionViewSelector } from './transactionsViewSelectorTypes';
14
13
  export interface ExpenseAutomationStepDetails {
15
14
  step: ExpenseAutomationViewType;
@@ -30,7 +29,6 @@ export interface ExpenseAutomationViewSelector extends SelectorView {
30
29
  jeSchedules: ExpenseAutomationJESchedulesViewSelector;
31
30
  missingReceipts: ExpenseAutomationMissingReceiptsViewSelector;
32
31
  fluxAnalysis: ExpenseAutomationFluxAnalysisViewSelector;
33
- reconciliation: ExpenseAutomationReconciliationViewSelector;
34
32
  monthEndInsights?: CompanyMonthEndReportSelectorView;
35
33
  saveStatus: FetchStateAndError;
36
34
  updateStatus: FetchStateAndError;
@@ -19,7 +19,7 @@ const getAllSteps = (monthEndCloseChecksState, monthYearId, tenantId, auditSumma
19
19
  isPrevDisabled: false,
20
20
  isNextDisabled: false,
21
21
  };
22
- case 'reconciliation':
22
+ case 'account_recon':
23
23
  case 'je_schedules':
24
24
  case 'missing_receipts':
25
25
  case 'flux_analysis':
@@ -60,23 +60,16 @@ export interface TransactionReviewLocalData {
60
60
  lineItemById: Record<ID, TransactionCategorizationLineItemData>;
61
61
  sortedLineItems: ID[];
62
62
  vendor?: VendorBase;
63
- customer?: CustomerBase;
64
63
  memo?: string;
65
64
  vendorDetails?: {
66
65
  id: ID;
67
66
  qboId: string;
68
67
  name: string;
69
68
  };
70
- customerDetails?: {
71
- id: ID;
72
- qboId: string;
73
- name: string;
74
- };
75
69
  transactionDate?: ZeniDate;
76
70
  transactionType?: TransactionType;
77
71
  transactionTypeName?: string;
78
72
  vendorUpdates?: TransactionVendorUpdates;
79
- customerUpdates?: TransactionVendorUpdates;
80
73
  }
81
74
  export interface SupportedTransactionCategorization {
82
75
  transactionReviewLocalData: TransactionReviewLocalData;
@@ -110,7 +103,6 @@ export interface TransactionUpdates {
110
103
  memo?: string;
111
104
  updatesByLineId: Record<ID, TransactionLineUpdates>;
112
105
  vendorId?: ID;
113
- customerId?: ID;
114
106
  }
115
107
  export interface EntityRelatedRecommendationUpdates {
116
108
  entityId: ID;
@@ -17,7 +17,7 @@ export declare const fetchFinanceStatement: import("@reduxjs/toolkit").ActionCre
17
17
  thisPeriod: TimeframeTick;
18
18
  coaBalances: COABalance[];
19
19
  maxNumOfPeriodsToHighlight: number;
20
- }, "financeStatement/updateFinanceStatementThisPeriod">, updateCOABalancesRange: import("@reduxjs/toolkit").ActionCreatorWithPayload<COABalancesRange, "financeStatement/updateCOABalancesRange">, updateSelectedReportId: import("@reduxjs/toolkit").ActionCreatorWithPayload<"billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | "account_reconciliation", "financeStatement/updateSelectedReportId">, updateFinanceStatementAdditionalBalancesSelection: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
20
+ }, "financeStatement/updateFinanceStatementThisPeriod">, updateCOABalancesRange: import("@reduxjs/toolkit").ActionCreatorWithPayload<COABalancesRange, "financeStatement/updateCOABalancesRange">, updateSelectedReportId: import("@reduxjs/toolkit").ActionCreatorWithPayload<"billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense", "financeStatement/updateSelectedReportId">, updateFinanceStatementAdditionalBalancesSelection: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
21
21
  firstMonthOfFY: Month;
22
22
  isCompareModeOn: boolean;
23
23
  additionalBalances: COABalanceType[];
@@ -3,9 +3,9 @@ import { ZeniAPIStatus } from '../../responsePayload';
3
3
  import { VendorReviewViewAllRecommendationsPayload } from '../vendorReviewView/common/payload/commonTypes';
4
4
  import { GlobalMerchantViewState, GlobalRecommendationFetchSource, NewGlobalMerchantCurrentSelection } from './globalMerchantViewState';
5
5
  export declare const initialState: GlobalMerchantViewState;
6
- export declare const createGlobalMerchant: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[merchantId?: string | undefined, context?: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | "account_reconciliation" | undefined], {
6
+ export declare const createGlobalMerchant: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[merchantId?: string | undefined, context?: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | undefined], {
7
7
  merchantId: string | undefined;
8
- context: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | "account_reconciliation" | undefined;
8
+ context: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | undefined;
9
9
  }, "globalMerchantView/createGlobalMerchant", never, never>, createGlobalMerchantSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
10
10
  merchantId: ID;
11
11
  }, "globalMerchantView/createGlobalMerchantSuccess">, createGlobalMerchantFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
@@ -1,6 +1,6 @@
1
1
  import { RootState } from '../../reducer';
2
2
  export declare const getReimbursementCardReport: (state: RootState) => {
3
- reportId: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | "account_reconciliation";
3
+ reportId: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense";
4
4
  reportTitle: string;
5
5
  version: string | number | undefined;
6
6
  fetchState: import("../..").FetchState;
@@ -7,7 +7,7 @@ export declare const getScheduleListKey: (selectedCategory: ID, selectedTimefram
7
7
  export type ScheduleListKey = ReturnType<typeof getScheduleListKey>;
8
8
  export declare const toScheduleSubTabType: (v: string) => "all" | "new" | "completed" | "ongoing";
9
9
  export type ScheduleSubTabType = ReturnType<typeof toScheduleSubTabType>;
10
- declare const toScheduleSortKeyType: (v: string) => "status" | "user" | "months" | "class" | "vendor" | "amount" | "createTime" | "balanceAsOfToday" | "memo" | "assetId" | "transactionDate" | "transactionType" | "accruedExpenseCategory" | "scheduleCategory" | "expenseCategory" | "accumulatedDepreciationCategory" | "startMonth" | "endMonth";
10
+ declare const toScheduleSortKeyType: (v: string) => "status" | "user" | "months" | "class" | "vendor" | "amount" | "createTime" | "balanceAsOfToday" | "memo" | "assetId" | "transactionType" | "transactionDate" | "accruedExpenseCategory" | "scheduleCategory" | "expenseCategory" | "accumulatedDepreciationCategory" | "startMonth" | "endMonth";
11
11
  export declare type ScheduleListSortKey = ReturnType<typeof toScheduleSortKeyType>;
12
12
  export interface DownloadJEScheduleTabOptions {
13
13
  timezone: string;
@@ -8,12 +8,11 @@ const billsBulkActionViewReducer_1 = require("../billsBulkActionViewReducer");
8
8
  const validateBillsBulkActionEpic = (actions$, state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(billsBulkActionViewReducer_1.validateBillsBulkAction.match), (0, operators_1.mergeMap)(() => {
9
9
  const { billsBulkActionViewState } = state$.value;
10
10
  const { billsSelectedForBulkAction: transactionIds, bulkOperationTypeSelected, } = billsBulkActionViewState;
11
- const validationValue = bulkOperationTypeSelected === 'send_for_approval'
12
- ? 'all'
13
- : 'sufficient_funds';
14
11
  const queryParam = {
15
12
  entity_ids: transactionIds,
16
- validations: [validationValue],
13
+ validations: bulkOperationTypeSelected === 'send_for_approval'
14
+ ? 'all'
15
+ : 'sufficient_funds',
17
16
  };
18
17
  return zeniAPI
19
18
  .getJSON(`${zeniAPI.apiEndPoints.spendManagementMicroServiceBaseUrl}/1.0/bulk/bills/transactions/validate?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
@@ -14,16 +14,14 @@ const paymentAccountListReducer_1 = require("../../../zeniAccounts/paymentAccoun
14
14
  const plaidAccountViewReducer_1 = require("../../plaidAccountViewReducer");
15
15
  const establishPlaidConnectionEpic = (actions$, state, zeniAPI) => actions$.pipe((0, operators_1.filter)(plaidAccountViewReducer_1.establishPlaidConnection.match), (0, operators_1.mergeMap)((action) => {
16
16
  var _a, _b;
17
- const { publicToken, companyId, setupViewType, linkTokenType, plaidAccountKeyType, zeniMappedAccountId, } = action.payload;
17
+ const { publicToken, companyId, setupViewType, linkTokenType, plaidAccountKeyType, } = action.payload;
18
18
  const requestPayload = {
19
19
  public_token: publicToken,
20
20
  };
21
- const queryPayload = {};
22
21
  const userId = (_b = (_a = state.value.tenantState.loggedInUser) === null || _a === void 0 ? void 0 : _a.userId) !== null && _b !== void 0 ? _b : '';
23
22
  //setupViewType not passed means this is a user account
24
23
  if (linkTokenType !== 'link_external_account') {
25
- if (setupViewType == null &&
26
- plaidAccountKeyType !== 'expense_automation_reconcile') {
24
+ if (setupViewType == null) {
27
25
  requestPayload.is_user_account = true;
28
26
  }
29
27
  else if (plaidAccountKeyType === 'bill_pay_setup') {
@@ -41,15 +39,9 @@ const establishPlaidConnectionEpic = (actions$, state, zeniAPI) => actions$.pipe
41
39
  else if (plaidAccountKeyType === 'billing_setup') {
42
40
  requestPayload.is_primary_for_onboarding = true;
43
41
  }
44
- else if (plaidAccountKeyType === 'expense_automation_reconcile') {
45
- queryPayload.zeni_mapped_account_id = zeniMappedAccountId !== null && zeniMappedAccountId !== void 0 ? zeniMappedAccountId : '';
46
- }
47
42
  }
48
- const queryString = Object.entries(queryPayload).length > 0
49
- ? `?query=${JSON.stringify(queryPayload)}`
50
- : '';
51
43
  return zeniAPI
52
- .postAndGetJSON(`${zeniAPI.apiEndPoints.payMicroServiceBaseUrl}/1.0/plaid/public-token${queryString}`, requestPayload)
44
+ .postAndGetJSON(`${zeniAPI.apiEndPoints.payMicroServiceBaseUrl}/1.0/plaid/public-token`, requestPayload)
53
45
  .pipe((0, operators_1.mergeMap)((response) => {
54
46
  if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
55
47
  const paymentAccount = response.data.payment_accounts[0];
@@ -61,13 +61,12 @@ export declare const getPaymentAccounts: import("@reduxjs/toolkit").ActionCreato
61
61
  error: ZeniAPIStatus<Record<string, unknown>>;
62
62
  linkTokenType: PlaidLinkTokenType;
63
63
  plaidAccountKeyType: PlaidAccountKeyType;
64
- }, "plaidAccountView/getPlaidLinkTokenFailure", never, never>, establishPlaidConnection: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[publicToken: string, companyId: string, plaidAccountKeyType: PlaidAccountKeyType, setupViewType?: "billing" | "bill_pay" | "reimbursement" | "zeni_accounts" | "charge_cards" | undefined, linkTokenType?: PlaidLinkTokenType | undefined, zeniMappedAccountId?: string | undefined], {
64
+ }, "plaidAccountView/getPlaidLinkTokenFailure", never, never>, establishPlaidConnection: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[publicToken: string, companyId: string, plaidAccountKeyType: PlaidAccountKeyType, setupViewType?: "billing" | "bill_pay" | "reimbursement" | "zeni_accounts" | "charge_cards" | undefined, linkTokenType?: PlaidLinkTokenType | undefined], {
65
65
  publicToken: string;
66
66
  companyId: string;
67
67
  setupViewType: "billing" | "bill_pay" | "reimbursement" | "zeni_accounts" | "charge_cards" | undefined;
68
68
  linkTokenType: PlaidLinkTokenType;
69
69
  plaidAccountKeyType: PlaidAccountKeyType;
70
- zeniMappedAccountId: string | undefined;
71
70
  }, "plaidAccountView/establishPlaidConnection", never, never>, establishPlaidConnectionSuccess: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[linkTokenType: PlaidLinkTokenType, plaidAccountKeyType: PlaidAccountKeyType], {
72
71
  linkTokenType: PlaidLinkTokenType;
73
72
  plaidAccountKeyType: PlaidAccountKeyType;
@@ -14,7 +14,6 @@ exports.initialState = {
14
14
  user_reimbursement_account: plaidAccountViewState_1.initialPlaidAccountState,
15
15
  external_account: plaidAccountViewState_1.initialPlaidAccountState,
16
16
  billing_setup: plaidAccountViewState_1.initialPlaidAccountState,
17
- expense_automation_reconcile: plaidAccountViewState_1.initialPlaidAccountState,
18
17
  };
19
18
  const plaidAccountView = (0, toolkit_1.createSlice)({
20
19
  name: 'plaidAccountView',
@@ -265,7 +264,7 @@ const plaidAccountView = (0, toolkit_1.createSlice)({
265
264
  error: undefined,
266
265
  } });
267
266
  },
268
- prepare(publicToken, companyId, plaidAccountKeyType, setupViewType, linkTokenType, zeniMappedAccountId) {
267
+ prepare(publicToken, companyId, plaidAccountKeyType, setupViewType, linkTokenType) {
269
268
  return {
270
269
  payload: {
271
270
  publicToken,
@@ -273,7 +272,6 @@ const plaidAccountView = (0, toolkit_1.createSlice)({
273
272
  setupViewType,
274
273
  linkTokenType: linkTokenType !== null && linkTokenType !== void 0 ? linkTokenType : 'link_account',
275
274
  plaidAccountKeyType,
276
- zeniMappedAccountId,
277
275
  },
278
276
  };
279
277
  },
@@ -1,7 +1,7 @@
1
1
  import { FetchStateAndError, ID } from '../../../commonStateTypes/common';
2
2
  import { ZeniDate } from '../../../zeniDayJS';
3
3
  export type PlaidLinkTokenType = 'link_account' | 'update_account' | 'link_account_no_microdeposit' | 'link_external_account';
4
- export type PlaidAccountKeyType = 'spend_management_setup' | 'bill_pay_setup' | 'reimbursement_setup' | 'account_setup' | 'charge_card_setup' | 'user_reimbursement_account' | 'external_account' | 'billing_setup' | 'expense_automation_reconcile';
4
+ export type PlaidAccountKeyType = 'spend_management_setup' | 'bill_pay_setup' | 'reimbursement_setup' | 'account_setup' | 'charge_card_setup' | 'user_reimbursement_account' | 'external_account' | 'billing_setup';
5
5
  export type PlaidConnectionDetails = Record<PlaidLinkTokenType, {
6
6
  linkToken?: string;
7
7
  expiration?: ZeniDate;
@@ -1,6 +1,6 @@
1
1
  import { RootState } from '../../reducer';
2
2
  export declare const getTasksCardReport: (state: RootState) => {
3
- reportId: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | "account_reconciliation";
3
+ reportId: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense";
4
4
  reportTitle: string;
5
5
  version: string | number | undefined;
6
6
  status: import("../..").Status | undefined;
@@ -4,7 +4,7 @@ import { RootState } from '../../reducer';
4
4
  import { TopExReport, TopExTimePeriodWithMetaData } from './topExSelectorTypes';
5
5
  import { TopExState } from './topExState';
6
6
  export declare const getTopExpenses: (accountState: AccountState, topExState: TopExState, numberOfExpenses?: number) => {
7
- reportId: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense" | "account_reconciliation";
7
+ reportId: "billing" | "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "charge_cards" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "flux_analysis_operating_expense";
8
8
  reportTitle: string;
9
9
  version: string | number | undefined;
10
10
  status: import("../..").Status | undefined;
@@ -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, _d;
28
+ var _a, _b, _c;
29
29
  const updates = {
30
30
  updatesByLineId: {},
31
31
  };
@@ -39,16 +39,15 @@ 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;
43
42
  }
44
43
  let isBulkUpdate = false;
45
44
  const entity = getEntityFromTransaction(transaction);
46
45
  let lastUpdatedCategory;
47
46
  let lastUpdatedClass;
48
47
  // single recommendation to just pick the last recommendation in the list of lines
49
- (_d = transaction.lines) === null || _d === void 0 ? void 0 : _d.forEach((line) => {
48
+ (_c = transaction.lines) === null || _c === void 0 ? void 0 : _c.forEach((line) => {
50
49
  var _a, _b, _c, _d, _e, _f;
51
- const entityDetails = getEntityDetails(entity, transactionDetailLocalData.lineItemById[line.id], transactionDetailLocalData.vendorUpdates, transactionDetailLocalData.customerUpdates);
50
+ const entityDetails = getEntityDetails(entity, transactionDetailLocalData.lineItemById[line.id], transactionDetailLocalData.vendorUpdates);
52
51
  if (line.type === 'transaction_with_account_and_class_line' ||
53
52
  line.type === 'transaction_with_product_or_service_line' ||
54
53
  line.type === 'journal_entry_transaction_line') {
@@ -230,7 +229,7 @@ const getEntityFromTransaction = (transaction) => {
230
229
  }
231
230
  return entity;
232
231
  };
233
- const getEntityDetails = (entity, lineItemLocalData, vendorUpdates, customerUpdates) => {
232
+ const getEntityDetails = (entity, lineItemLocalData, vendorUpdates) => {
234
233
  var _a, _b, _c, _d;
235
234
  if (entity != null) {
236
235
  return {
@@ -244,14 +243,6 @@ const getEntityDetails = (entity, lineItemLocalData, vendorUpdates, customerUpda
244
243
  entityType: lineItemLocalData.vendor != null ? 'vendor' : 'customer',
245
244
  };
246
245
  }
247
- if (customerUpdates != null &&
248
- Boolean(customerUpdates.id) === true &&
249
- customerUpdates.id != null) {
250
- return {
251
- entityId: customerUpdates.id,
252
- entityType: 'customer',
253
- };
254
- }
255
246
  if (vendorUpdates != null && vendorUpdates.id != null) {
256
247
  return {
257
248
  entityId: vendorUpdates.id,
@@ -126,7 +126,6 @@ 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;
130
129
  let vendorUpdates = undefined;
131
130
  if ((tranVendorUpdates === null || tranVendorUpdates === void 0 ? void 0 : tranVendorUpdates.qboId) != null) {
132
131
  const vendor = (0, vendorSelector_1.getVendorByVendorId)(vendorState, tranVendorUpdates.qboId);
@@ -143,15 +142,8 @@ function preparePayload(transactionState, vendorState, transactionDetailState, t
143
142
  };
144
143
  }
145
144
  }
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
- }
153
145
  if (detail != null) {
154
- const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, vendorUpdates, customerUpdates);
146
+ const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, vendorUpdates);
155
147
  const entityUpdates = toEntityUpdatePayload(saveUpdates.entityRelatedUpdates);
156
148
  return {
157
149
  entity_related_updates: entityUpdates,
@@ -161,7 +153,7 @@ function preparePayload(transactionState, vendorState, transactionDetailState, t
161
153
  }
162
154
  return undefined;
163
155
  }
164
- const toTransactionUpdatePayload = (updates, detail, vendorUpdates, customerUpdates) => {
156
+ const toTransactionUpdatePayload = (updates, detail, vendorUpdates) => {
165
157
  var _a, _b;
166
158
  const transaction = Object.assign({}, detail);
167
159
  transaction.memo = (_a = updates.memo) !== null && _a !== void 0 ? _a : '';
@@ -205,12 +197,7 @@ const toTransactionUpdatePayload = (updates, detail, vendorUpdates, customerUpda
205
197
  return (0, customerTransactionPayload_1.toCustomerTransactionPayload)(transaction);
206
198
  }
207
199
  else if ((0, vendorTransaction_1.isVendorTransaction)(transaction)) {
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
- }
200
+ return (0, vendorTransactionPayload_1.toVendorTransactionPayload)(transaction, vendorUpdates);
214
201
  }
215
202
  else if ((0, otherTransaction_1.isTransferTransaction)(transaction)) {
216
203
  return (0, otherTransactionPayload_1.toTransferTransactionPayload)(transaction);
@@ -6,9 +6,8 @@ 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, _h, _j, _k, _l, _m, _o, _p, _q;
9
+ var _a, _b, _c, _d, _e, _f, _g;
10
10
  const transactionLocal = Object.assign({}, transactionDetailState_1.initialSupportedTransactionDetail.transactionDetailLocalData);
11
- const customerId = transaction.customerId;
12
11
  transactionLocal.memo = transaction.memo;
13
12
  transactionLocal.vendorUpdates =
14
13
  (0, vendorTransaction_1.isVendorTransaction)(transaction) && vendorId != null
@@ -18,28 +17,12 @@ const toTransactionDetailLocalData = (transaction, vendorId, uncategorizedIncome
18
17
  qboId: (_c = transaction.vendor) === null || _c === void 0 ? void 0 : _c.id,
19
18
  }
20
19
  : 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;
29
20
  transactionLocal.vendorDetails =
30
21
  (0, vendorTransaction_1.isVendorTransaction)(transaction) && vendorId != null
31
22
  ? {
32
23
  id: vendorId,
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 : '',
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 : '',
43
26
  }
44
27
  : undefined;
45
28
  transactionLocal.lineItemById =
@@ -678,12 +661,12 @@ const toSetAllLineItemsToVendor = (transaction, transactionDetailLocalData, enti
678
661
  ? toVendorBaseFromLineEntity(entity)
679
662
  : undefined;
680
663
  if (line.type === 'transaction_with_product_or_service_line') {
681
- const lineRecord = Object.assign(Object.assign({}, transactionDetailLocalData.lineItemById[lineId]), { vendor: record.vendor, customer: record.customer });
664
+ const lineRecord = Object.assign(Object.assign({}, transactionDetailLocalData.lineItemById[lineId]), { vendor: record.vendor });
682
665
  record.item = lineRecord.item;
683
666
  record.lineDetailType = lineRecord.lineDetailType;
684
667
  }
685
668
  if (line.type === 'journal_entry_transaction_line') {
686
- const lineRecord = Object.assign(Object.assign({}, transactionDetailLocalData.lineItemById[lineId]), { vendor: record.vendor, customer: record.customer });
669
+ const lineRecord = Object.assign(Object.assign({}, transactionDetailLocalData.lineItemById[lineId]), { vendor: record.vendor });
687
670
  record.lineTransactionType = lineRecord.lineTransactionType;
688
671
  record.postingType = lineRecord.postingType;
689
672
  record.postingTypeName = lineRecord.postingTypeName;