@zeniai/client-epic-state 4.15.25 → 4.15.26
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/lib/commonStateTypes/timePeriod.d.ts +1 -1
- package/lib/commonStateTypes/timePeriod.js +2 -2
- package/lib/commonStateTypes/viewAndReport/viewAndReport.d.ts +2 -2
- package/lib/commonStateTypes/viewAndReport/viewAndReport.js +0 -1
- package/lib/configureStore.js +1 -2
- package/lib/entity/account/accountState.d.ts +1 -1
- package/lib/entity/accountGroup/accountGroupState.d.ts +1 -1
- package/lib/entity/class/classReducer.d.ts +4 -4
- package/lib/entity/class/classState.d.ts +1 -1
- package/lib/entity/customer/customerPayload.d.ts +1 -1
- package/lib/entity/customer/customerPayload.js +6 -16
- package/lib/entity/forecast/forecastState.d.ts +1 -1
- package/lib/entity/sectionAccountsView/sectionAccountsView.d.ts +1 -1
- package/lib/entity/sectionClassesViewV2/sectionClassesView.d.ts +1 -1
- package/lib/entity/sectionClassesViewV2/sectionClassesViewReducer.d.ts +2 -2
- package/lib/entity/snackbar/snackbarTypes.d.ts +1 -1
- package/lib/entity/snackbar/snackbarTypes.js +0 -4
- package/lib/entity/task/taskState.d.ts +1 -1
- package/lib/entity/tenant/clearAllEpic.d.ts +2 -4
- package/lib/entity/tenant/clearAllEpic.js +0 -4
- package/lib/entity/tenant/tenantReducer.d.ts +1 -1
- package/lib/entity/tenant/tenantReducer.js +2 -7
- package/lib/entity/transaction/payloadTypes/customerTransactionPayload.d.ts +1 -1
- package/lib/entity/transaction/payloadTypes/customerTransactionPayload.js +2 -1
- package/lib/entity/transaction/payloadTypes/transactionPayload.d.ts +0 -2
- package/lib/entity/transaction/payloadTypes/transactionPayload.js +3 -7
- package/lib/entity/transaction/payloadTypes/vendorTransactionPayload.d.ts +1 -9
- package/lib/entity/transaction/payloadTypes/vendorTransactionPayload.js +2 -23
- package/lib/entity/transaction/stateTypes/transaction.d.ts +1 -3
- package/lib/entity/transaction/stateTypes/transactionType.d.ts +1 -1
- package/lib/entity/transaction/stateTypes/transactionType.js +0 -1
- package/lib/entity/transaction/stateTypes/vendorTransaction.d.ts +0 -5
- package/lib/entity/transaction/stateTypes/vendorTransaction.js +1 -5
- package/lib/entity/transaction/toSupportedTransaction.js +1 -6
- package/lib/entity/transaction/transactionReducer.d.ts +0 -17
- package/lib/entity/transaction/transactionReducer.js +2 -47
- package/lib/entity/transaction/transactionSelector.d.ts +0 -2
- package/lib/entity/transaction/transactionSelector.js +0 -5
- package/lib/entity/transaction/transactionState.d.ts +4 -6
- package/lib/entity/vendorExpense/vendorExpenseSelector.d.ts +2 -2
- package/lib/epic.d.ts +1 -6
- package/lib/epic.js +1 -6
- package/lib/index.d.ts +6 -14
- package/lib/index.js +27 -52
- package/lib/reducer.d.ts +1 -7
- package/lib/reducer.js +0 -6
- package/lib/view/auditReportView/auditReportViewState.d.ts +1 -1
- package/lib/view/billPayCard/billPayCardSelector.d.ts +1 -1
- package/lib/view/cardBalance/cardBalanceSelector.d.ts +1 -1
- package/lib/view/cashBalance/cashBalanceSelector.d.ts +1 -1
- package/lib/view/cashInCashOut/cashInCashOutSelector.d.ts +1 -1
- package/lib/view/cashPosition/cashPositionSelector.d.ts +1 -1
- package/lib/view/commonVendorView/vendorsTabVendorView/vendorsTabVendorViewReducer.d.ts +2 -2
- package/lib/view/dashboard/dashboardReducer.d.ts +2 -2
- package/lib/view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic.d.ts +1 -2
- package/lib/view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic.js +10 -24
- package/lib/view/expenseAutomationView/epics/common/refreshExpenseAutomationCurrentTabEpic.d.ts +1 -2
- package/lib/view/expenseAutomationView/epics/common/refreshExpenseAutomationCurrentTabEpic.js +0 -14
- package/lib/view/expenseAutomationView/epics/transactionCategorization/updateTransactionCategorizationEpic.js +4 -20
- package/lib/view/expenseAutomationView/expenseAutomationViewReducer.d.ts +2 -2
- package/lib/view/expenseAutomationView/expenseAutomationViewSelector.js +2 -17
- package/lib/view/expenseAutomationView/expenseAutomationViewState.d.ts +2 -2
- package/lib/view/expenseAutomationView/expenseAutomationViewState.js +1 -1
- package/lib/view/expenseAutomationView/helpers/saveTransactionHelper.js +30 -81
- package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts +1 -1
- package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js +10 -54
- package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.d.ts +1 -2
- package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.js +4 -5
- package/lib/view/expenseAutomationView/selectorTypes/expenseAutomationViewSelectorTypes.d.ts +0 -2
- package/lib/view/expenseAutomationView/selectorTypes/expenseAutomationViewSelectorTypes.js +1 -1
- package/lib/view/expenseAutomationView/types/transactionsViewState.d.ts +0 -8
- package/lib/view/financeStatement/financeStatementReducer.d.ts +1 -1
- package/lib/view/globalMerchantView/globalMerchantViewReducer.d.ts +2 -2
- package/lib/view/reimbursementCard/reimbursementCardSelector.d.ts +1 -1
- package/lib/view/scheduleView/scheduleListView/scheduleListTypes.d.ts +1 -1
- package/lib/view/spendManagement/billPay/billsBulkActionView/epics/validateBillsBulkActionEpic.ts.js +3 -4
- package/lib/view/spendManagement/plaidAccount/epic/plaidConnection/establishPlaidConnectionEpic.js +3 -11
- package/lib/view/spendManagement/plaidAccount/plaidAccountViewReducer.d.ts +1 -2
- package/lib/view/spendManagement/plaidAccount/plaidAccountViewReducer.js +1 -3
- package/lib/view/spendManagement/plaidAccount/plaidAccountViewState.d.ts +1 -1
- package/lib/view/tasksCard/tasksCardSelector.d.ts +1 -1
- package/lib/view/topEx/topExSelector.d.ts +1 -1
- package/lib/view/transactionDetail/epics/saveTransactionHelper.js +4 -13
- package/lib/view/transactionDetail/epics/updateTransactionDetailEpic.js +3 -16
- package/lib/view/transactionDetail/transactionDetailLocalDataHelper.js +5 -22
- package/lib/view/transactionDetail/transactionDetailState.d.ts +0 -1
- package/lib/view/transactionDetail/transactionDetailTypes.d.ts +0 -6
- package/lib/view/vendorReviewView/vendorGlobalReviewView/vendorGlobalReviewViewState.d.ts +1 -1
- package/lib/zeniAPI.d.ts +0 -1
- package/package.json +1 -2
- package/lib/entity/accountRecon/accountReconPayload.d.ts +0 -70
- package/lib/entity/accountRecon/accountReconPayload.js +0 -125
- package/lib/entity/accountRecon/accountReconReducer.d.ts +0 -16
- package/lib/entity/accountRecon/accountReconReducer.js +0 -71
- package/lib/entity/accountRecon/accountReconSelector.d.ts +0 -28
- package/lib/entity/accountRecon/accountReconSelector.js +0 -44
- package/lib/entity/accountRecon/accountReconState.d.ts +0 -70
- package/lib/entity/accountRecon/accountReconState.js +0 -28
- package/lib/entity/transaction/payloadTypes/reconciliationTransactionPayloads.d.ts +0 -35
- package/lib/entity/transaction/payloadTypes/reconciliationTransactionPayloads.js +0 -53
- package/lib/entity/transaction/stateTypes/reconciliationTransaction.d.ts +0 -32
- package/lib/entity/transaction/stateTypes/reconciliationTransaction.js +0 -10
- package/lib/view/expenseAutomationView/epics/accountRecon/fetchReconciliationViewEpic.d.ts +0 -15
- package/lib/view/expenseAutomationView/epics/accountRecon/fetchReconciliationViewEpic.js +0 -118
- package/lib/view/expenseAutomationView/epics/accountRecon/initialiseLocalDataForSelectedAccountIdEpic.d.ts +0 -10
- package/lib/view/expenseAutomationView/epics/accountRecon/initialiseLocalDataForSelectedAccountIdEpic.js +0 -49
- package/lib/view/expenseAutomationView/epics/accountRecon/saveReconciliationDetailEpic.d.ts +0 -14
- package/lib/view/expenseAutomationView/epics/accountRecon/saveReconciliationDetailEpic.js +0 -169
- package/lib/view/expenseAutomationView/epics/accountRecon/saveReconciliationReviewEpic.d.ts +0 -9
- package/lib/view/expenseAutomationView/epics/accountRecon/saveReconciliationReviewEpic.js +0 -154
- package/lib/view/expenseAutomationView/epics/accountRecon/updateReconcileTabLocalDataEpic.d.ts +0 -6
- package/lib/view/expenseAutomationView/epics/accountRecon/updateReconcileTabLocalDataEpic.js +0 -110
- package/lib/view/expenseAutomationView/helpers/reconciliationHelpers.d.ts +0 -7
- package/lib/view/expenseAutomationView/helpers/reconciliationHelpers.js +0 -18
- package/lib/view/expenseAutomationView/payload/reconciliationPayload.d.ts +0 -25
- package/lib/view/expenseAutomationView/payload/reconciliationPayload.js +0 -51
- package/lib/view/expenseAutomationView/reducers/reconciliationViewReducer.d.ts +0 -66
- package/lib/view/expenseAutomationView/reducers/reconciliationViewReducer.js +0 -375
- package/lib/view/expenseAutomationView/selectorTypes/reconciliationViewSelectorTypes.d.ts +0 -50
- package/lib/view/expenseAutomationView/selectorTypes/reconciliationViewSelectorTypes.js +0 -7
- package/lib/view/expenseAutomationView/selectors/reconciliationViewSelector.d.ts +0 -5
- package/lib/view/expenseAutomationView/selectors/reconciliationViewSelector.js +0 -249
- package/lib/view/expenseAutomationView/types/reconciliationViewState.d.ts +0 -102
- package/lib/view/expenseAutomationView/types/reconciliationViewState.js +0 -38
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@@ -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)
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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;
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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,
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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) {
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}
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}
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else {
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if ((transactionDetailLocalData.
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transactionDetailLocalData.
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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 &&
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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,
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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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}
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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,
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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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}
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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) => {
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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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lineItem.class != null &&
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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)) &&
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(isVendorTransactionAvailable
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? ((_d = transactionDetailLocalData.vendor) === null || _d === void 0 ? void 0 : _d.id) != null &&
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: lineItem.vendor != null &&
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: lineItem.customer != null &&
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Boolean(lineItem.customer.id) === true));
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: ((_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;
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}, "expenseAutomationTransactionsView/updateSelectedVendorForTransaction">, setAllItemsToCategoryClassInLocalDataForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: string, lineId: string, transactions: SupportedTransaction[], uncategorizedAccounts: UncategorizedAccounts, vendorId?: string | undefined,
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}, "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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reducer(draft, action) {
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const { vendorId, selectedAccount, selectedClassBase, transactions, transactionId, lineId, selectedTab, uncategorizedAccounts, } = action.payload;
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const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
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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)({
|
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285
285
|
];
|
|
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286
|
}
|
|
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287
|
}
|
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288
|
-
if (vendorId != null
|
|
288
|
+
if (vendorId != null) {
|
|
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289
|
transactions.forEach((transaction) => {
|
|
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290
|
const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
|
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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)
|
|
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296
|
? 'category'
|
|
297
|
-
: 'class', uncategorizedAccounts, vendorId,
|
|
297
|
+
: 'class', uncategorizedAccounts, vendorId, selectedAccount, selectedClassBase),
|
|
298
298
|
};
|
|
299
299
|
}
|
|
300
300
|
});
|
|
301
301
|
}
|
|
302
302
|
},
|
|
303
|
-
prepare(selectedTab, transactionId, lineId, transactions, uncategorizedAccounts, vendorId,
|
|
303
|
+
prepare(selectedTab, transactionId, lineId, transactions, uncategorizedAccounts, vendorId, selectedAccount, selectedClassBase, lineEntity, recommendations) {
|
|
304
304
|
return {
|
|
305
305
|
payload: {
|
|
306
306
|
selectedTab,
|
|
@@ -308,7 +308,6 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
|
|
|
308
308
|
lineId,
|
|
309
309
|
transactions,
|
|
310
310
|
vendorId,
|
|
311
|
-
customerId,
|
|
312
311
|
lineEntity,
|
|
313
312
|
selectedAccount,
|
|
314
313
|
selectedClassBase,
|
package/lib/view/expenseAutomationView/selectorTypes/expenseAutomationViewSelectorTypes.d.ts
CHANGED
|
@@ -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 '
|
|
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"
|
|
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" |
|
|
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" |
|
|
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"
|
|
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" | "
|
|
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;
|
package/lib/view/spendManagement/billPay/billsBulkActionView/epics/validateBillsBulkActionEpic.ts.js
CHANGED
|
@@ -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:
|
|
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))}`)
|
package/lib/view/spendManagement/plaidAccount/epic/plaidConnection/establishPlaidConnectionEpic.js
CHANGED
|
@@ -14,16 +14,14 @@ const paymentAccountListReducer_1 = require("../../../zeniAccounts/paymentAccoun
|
|
|
14
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const establishPlaidConnectionEpic = (actions$, state, zeniAPI) => actions$.pipe((0, operators_1.filter)(plaidAccountViewReducer_1.establishPlaidConnection.match), (0, operators_1.mergeMap)((action) => {
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const { publicToken, companyId, setupViewType, linkTokenType, plaidAccountKeyType,
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.postAndGetJSON(`${zeniAPI.apiEndPoints.payMicroServiceBaseUrl}/1.0/plaid/public-token
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.postAndGetJSON(`${zeniAPI.apiEndPoints.payMicroServiceBaseUrl}/1.0/plaid/public-token`, requestPayload)
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error: ZeniAPIStatus<Record<string, unknown>>;
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}, "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
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}, "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], {
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companyId: string;
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setupViewType: "billing" | "bill_pay" | "reimbursement" | "zeni_accounts" | "charge_cards" | undefined;
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linkTokenType: PlaidLinkTokenType;
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zeniMappedAccountId: string | undefined;
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}, "plaidAccountView/establishPlaidConnection", never, never>, establishPlaidConnectionSuccess: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[linkTokenType: PlaidLinkTokenType, plaidAccountKeyType: PlaidAccountKeyType], {
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linkTokenType: PlaidLinkTokenType;
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plaidAccountKeyType: PlaidAccountKeyType;
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user_reimbursement_account: plaidAccountViewState_1.initialPlaidAccountState,
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external_account: plaidAccountViewState_1.initialPlaidAccountState,
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billing_setup: plaidAccountViewState_1.initialPlaidAccountState,
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};
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const plaidAccountView = (0, toolkit_1.createSlice)({
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name: 'plaidAccountView',
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prepare(publicToken, companyId, plaidAccountKeyType, setupViewType, linkTokenType
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prepare(publicToken, companyId, plaidAccountKeyType, setupViewType, linkTokenType) {
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publicToken,
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@@ -273,7 +272,6 @@ const plaidAccountView = (0, toolkit_1.createSlice)({
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setupViewType,
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linkTokenType: linkTokenType !== null && linkTokenType !== void 0 ? linkTokenType : 'link_account',
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plaidAccountKeyType,
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zeniMappedAccountId,
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};
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},
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@@ -1,7 +1,7 @@
|
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1
1
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import { FetchStateAndError, ID } from '../../../commonStateTypes/common';
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2
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import { ZeniDate } from '../../../zeniDayJS';
|
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|
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'
|
|
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"
|
|
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"
|
|
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
|
|
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
|
-
(
|
|
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
|
|
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
|
|
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
|
|
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
|
|
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
|
-
|
|
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
|
|
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: (
|
|
34
|
-
name: (
|
|
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
|
|
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
|
|
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;
|