@zeniai/client-epic-state 4.15.26 → 4.15.27

package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js

@@ -19,7 +19,29 @@ const toTransactionDetailLocalData = (transaction) => {
                 logo: transaction.logo,
             }
             : undefined;
+    transactionLocal.customer =
+        transaction.customerId != null &&
+            transaction.customerName != null &&
+            Boolean(transaction.customerId) === true &&
+            Boolean(transaction.customerName) === true
+            ? {
+                id: transaction.customerId,
+                name: transaction.customerName,
+                logo: transaction.logo,
+            }
+            : undefined;
     transactionLocal.vendorUpdates = undefined;
+    if ((0, vendorTransaction_1.isVendorTransactionWithCustomer)(transaction) &&
+        transaction.customerName != null) {
+        transactionLocal.customerUpdates = {
+            id: transaction.customerId,
+            name: transaction.customerName,
+            qboId: transaction.customerId,
+        };
+    }
+    else {
+        transactionLocal.customerUpdates = undefined;
+    }
     transactionLocal.lineItemById =
         transaction.lines != null && transaction.lines.length > 0
             ? buildLineItemById(transaction, transaction.recommendations)
@@ -53,7 +75,16 @@ const buildLineItemById = (transaction, recommendations) => {
                         logo: accountLine.vendor.logo,
                     }
                     : undefined;
-            record.customer = accountLine.customer;
+            record.customer =
+                accountLine.customer != null &&
+                    Boolean(accountLine.customer.id) === true &&
+                    Boolean(accountLine.customer.name) === true
+                    ? {
+                        id: accountLine.customer.id,
+                        name: accountLine.customer.name,
+                        logo: accountLine.customer.logo,
+                    }
+                    : undefined;
             record.billable = accountLine.billable;
             record.categorizationStatus = accountLine.categorizationStatus;
             record.reviewPendingReasons = accountLine.reviewPendingReasons;
@@ -89,7 +120,7 @@ const buildLineItemById = (transaction, recommendations) => {
     });
     return lineItemData;
 };
-const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, transactionLineId, transactionDetailLocalData, updatedItem, uncategorizedAccounts, vendorId, selectedAccount, selectedClassBase) => {
+const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, transactionLineId, transactionDetailLocalData, updatedItem, uncategorizedAccounts, vendorId, customerId, selectedAccount, selectedClassBase) => {
     const newLineItems = {};
     let selectedCheckBoxTransactionIds = draft.selectedCheckBoxTransactionIds;
     if (transaction.lines != null) {
@@ -124,8 +155,11 @@ const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, tra
                     }
                 }
                 else {
-                    if ((transactionDetailLocalData.vendor != null &&
-                        transactionDetailLocalData.vendor.id === vendorId) ||
+                    if ((transactionDetailLocalData.customer != null &&
+                        transactionDetailLocalData.customer.id === customerId) ||
+                        (record.customer != null && record.customer.id === customerId) ||
+                        (transactionDetailLocalData.vendor != null &&
+                            transactionDetailLocalData.vendor.id === vendorId) ||
                         (record.vendor != null && record.vendor.id === vendorId)) {
                         // if the vendor is same, then set the account and class with the selected ones and add the transaction to the selected list
                         if (selectedAccount != null &&
@@ -174,7 +208,7 @@ const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, tra
             }
         });
     }
-    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 });
+    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 });
     if (!(0, exports.checkIfAllLineItemsAreCategoryClassFilled)(transaction, newLocalData, uncategorizedAccounts)) {
         selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds.filter((id) => id !== transaction.id);
     }
@@ -238,7 +272,7 @@ const setEntityRecommendationForLineIdInLocalData = (draft, transaction, transac
         const newLineItem = newLineItems[matchingEntityLineId];
         newLineItems[matchingEntityLineId] = Object.assign(Object.assign({}, newLineItem), { class: matchingRecord.class, account: matchingRecord.account, lineEntity: matchingRecord.lineEntity });
     }
-    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 });
+    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 });
     if (!(0, exports.checkIfAllLineItemsAreCategoryClassFilled)(transaction, newLocalData, uncategorizedAccounts)) {
         selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds.filter((id) => id !== transaction.id);
     }
@@ -250,7 +284,7 @@ const checkIfAllLineItemsAreCategoryClassFilled = (transaction, transactionDetai
     const lineItems = Object.values(transactionDetailLocalData.lineItemById);
     const isVendorTransactionAvailable = (0, vendorTransaction_1.isVendorTransaction)(transaction);
     return lineItems.every((lineItem) => {
-        var _a, _b, _c, _d, _e;
+        var _a, _b, _c;
         return lineItem.account != null &&
             Boolean(lineItem.account.qboId) === true &&
             lineItem.class != null &&
@@ -260,10 +294,20 @@ const checkIfAllLineItemsAreCategoryClassFilled = (transaction, transactionDetai
                     (_b = uncategorizedAccounts.expense) === null || _b === void 0 ? void 0 : _b.qboId,
                     (_c = uncategorizedAccounts.income) === null || _c === void 0 ? void 0 : _c.qboId,
                 ].includes(lineItem.account.qboId)) &&
-            (isVendorTransactionAvailable
-                ? ((_d = transactionDetailLocalData.vendor) === null || _d === void 0 ? void 0 : _d.id) != null &&
+            ((isVendorTransactionAvailable
+                ? transactionDetailLocalData.vendor != null &&
+                    transactionDetailLocalData.vendor.id != null &&
                     Boolean(transactionDetailLocalData.vendor.id) === true
-                : ((_e = lineItem.vendor) === null || _e === void 0 ? void 0 : _e.id) != null && Boolean(lineItem.vendor.id) === true);
+                : lineItem.vendor != null &&
+                    lineItem.vendor.id != null &&
+                    Boolean(lineItem.vendor.id) === true) ||
+                (isVendorTransactionAvailable
+                    ? transactionDetailLocalData.customer != null &&
+                        transactionDetailLocalData.customer.id != null &&
+                        Boolean(transactionDetailLocalData.customer.id) === true
+                    : lineItem.customer != null &&
+                        lineItem.customer.id != null &&
+                        Boolean(lineItem.customer.id) === true));
     });
 };
 exports.checkIfAllLineItemsAreCategoryClassFilled = checkIfAllLineItemsAreCategoryClassFilled;

package/lib/view/expenseAutomationView/payload/reconciliationPayload.d.ts

@@ -0,0 +1,28 @@
+import { MonthYearPeriod } from '../../../commonStateTypes/timePeriod';
+import { AccountPayload } from '../../../entity/account/accountPayload';
+import { ReconciliationDataPayload, TransactionsToReviewPayload } from '../../../entity/accountRecon/accountReconPayload';
+import { AccountReconciliationEntity } from '../../../entity/accountRecon/accountReconSelector';
+import { MatchedTransactionPayload } from '../../../entity/transaction/payloadTypes/reconciliationTransactionPayloads';
+import { UserPayload } from '../../../entity/user/userPayload';
+import { RootState } from '../../../reducer';
+import { ZeniAPIResponse } from '../../../responsePayload';
+import { BalancesLocalData, SaveReconcileDetailActionPayload } from '../types/reconciliationViewState';
+export interface AccountAndPaymentAccountPayload extends AccountPayload {
+    payment_account_id: string | null;
+}
+export interface ReconciliationPayload {
+    accounts: AccountAndPaymentAccountPayload[];
+    reconciliation: ReconciliationDataPayload[];
+    users: UserPayload[];
+}
+export type ReconciliationResponse = ZeniAPIResponse<ReconciliationPayload>;
+export interface SaveReconciliationReviewPayload {
+    reconciliation: MatchedTransactionPayload;
+}
+export type SaveReconciliationReviewResponse = ZeniAPIResponse<SaveReconciliationReviewPayload>;
+export declare function createSaveReconciliationPayloadBasedOnActionAndMethod(state: RootState, selectedPeriod: MonthYearPeriod, localData: BalancesLocalData, accountReconciliationEntity: AccountReconciliationEntity, action: SaveReconcileDetailActionPayload, method: 'PUT' | 'POST'): {
+    transactions: {
+        reconcile: MatchedTransactionPayload[];
+        review: TransactionsToReviewPayload[];
+    };
+};

package/lib/view/expenseAutomationView/payload/reconciliationPayload.js

@@ -0,0 +1,51 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.createSaveReconciliationPayloadBasedOnActionAndMethod = createSaveReconciliationPayloadBasedOnActionAndMethod;
+const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
+const accountReconPayload_1 = require("../../../entity/accountRecon/accountReconPayload");
+const reconciliationTransactionPayloads_1 = require("../../../entity/transaction/payloadTypes/reconciliationTransactionPayloads");
+function createSaveReconciliationPayloadBasedOnActionAndMethod(state, selectedPeriod, localData, accountReconciliationEntity, action, method) {
+    var _a;
+    const { balance, initialClearedBalance } = accountReconciliationEntity;
+    const { expenseAutomationReconciliationViewState: { selectedAccountId, reconTabsState: { reconcile: { localData: { selectedTransactionIds }, }, }, }, } = state;
+    const period = (0, timePeriod_1.convertToPeriod)(selectedPeriod, true);
+    let payload = {};
+    payload = Object.assign({ action: action.reconcileAction === 'save_reconcile_for_later'
+            ? 'save_for_later'
+            : action.reconcileAction, account_type: 'bank', bank_balance: (_a = balance === null || balance === void 0 ? void 0 : balance.amount) !== null && _a !== void 0 ? _a : 0, cleared_balance: localData.clearedBalance.amount, variance: localData.variance.amount, currency_code: balance === null || balance === void 0 ? void 0 : balance.currencyCode }, ((initialClearedBalance === null || initialClearedBalance === void 0 ? void 0 : initialClearedBalance.amount) != null
+        ? {
+            initial_cleared_balance: initialClearedBalance.amount,
+        }
+        : {}));
+    if (method === 'POST') {
+        payload = Object.assign(Object.assign({}, payload), { account_id: selectedAccountId, start_date: period.start, end_date: period.end });
+    }
+    if (action.reconcileAction === 'exclude') {
+        payload = Object.assign(Object.assign({}, payload), { exclude_transaction_ids: [action.excludeTransactionId] });
+    }
+    const reconciledTransactionsPayload = createReconcileTransactionPayload(selectedTransactionIds, accountReconciliationEntity);
+    const reviewTransactionsPayload = createReviewTransactionPayload(accountReconciliationEntity);
+    return Object.assign(Object.assign({}, payload), { transactions: {
+            reconcile: reconciledTransactionsPayload,
+            review: reviewTransactionsPayload,
+        } });
+}
+function createReconcileTransactionPayload(selectedIds, accountReconciliationEntity) {
+    const matchedTransactionsPayload = [];
+    const matchedReconcileTransactions = accountReconciliationEntity.transactionsToReconcile.map((transaction) => {
+        return Object.assign(Object.assign({}, transaction), { isTransactionChecked: selectedIds.includes(transaction.id) });
+    });
+    matchedReconcileTransactions.forEach((transaction) => {
+        const matchTransactionPayload = (0, reconciliationTransactionPayloads_1.toMatchedTransactionPayload)(transaction);
+        matchedTransactionsPayload.push(matchTransactionPayload);
+    });
+    return matchedTransactionsPayload;
+}
+function createReviewTransactionPayload(accountReconciliationEntity) {
+    const reviewTransactionsPayload = [];
+    accountReconciliationEntity.transactionsToReview.forEach((transaction) => {
+        const matchTransactionPayload = (0, accountReconPayload_1.toTransactionsToReviewPayload)(transaction);
+        reviewTransactionsPayload.push(matchTransactionPayload);
+    });
+    return reviewTransactionsPayload;
+}

package/lib/view/expenseAutomationView/reducers/reconciliationViewReducer.d.ts

@@ -0,0 +1,66 @@
+import { Amount } from '../../../commonStateTypes/amount';
+import { FetchState, ID } from '../../../commonStateTypes/common';
+import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
+import { MonthYearPeriod } from '../../../commonStateTypes/timePeriod';
+import { ZeniAPIStatus } from '../../../responsePayload';
+import { ReconciliationPayload } from '../payload/reconciliationPayload';
+import { ActionFetchStates, ReconReconcileSortKey, ReconReviewSortKey, ReconciliationReviewTabLocalData, ReconciliationTabsState, ReconciliationViewState, ReconciliationViewTabType, SaveReconcileDetailActionPayload, SaveReconciliationDetailFailurePayload, TransactionSummary } from '../types/reconciliationViewState';
+export declare const initialReconciliationTabsState: ReconciliationTabsState;
+export declare const initialActionFetchState: ActionFetchStates;
+export declare const initialState: ReconciliationViewState;
+export declare const fetchReconciliation: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedPeriod: MonthYearPeriod, accountId?: string | undefined, cacheOverride?: any, refreshViewInBackground?: any], {
+    selectedPeriod: MonthYearPeriod;
+    accountId: string | undefined;
+    cacheOverride: any;
+    refreshViewInBackground: any;
+}, "expenseAutomationReconciliationView/fetchReconciliation", never, never>, fetchReconciliationFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    selectedPeriod: MonthYearPeriod;
+    error: ZeniAPIStatus;
+    refreshViewInBackground: boolean;
+    accountId?: ID;
+    reconciliationId?: ID;
+}, "expenseAutomationReconciliationView/fetchReconciliationFailure">, fetchReconciliationSuccess: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedPeriod: MonthYearPeriod, reconciliation: ReconciliationPayload, refreshViewInBackground?: any, accountId?: string | undefined, reconciliationId?: string | undefined], {
+    selectedPeriod: MonthYearPeriod;
+    reconciliation: ReconciliationPayload;
+    refreshViewInBackground: any;
+    accountId: string | undefined;
+    reconciliationId: string | undefined;
+}, "expenseAutomationReconciliationView/fetchReconciliationSuccess", never, never>, saveReconciliationDetail: import("@reduxjs/toolkit").ActionCreatorWithPayload<SaveReconcileDetailActionPayload, "expenseAutomationReconciliationView/saveReconciliationDetail">, saveReconciliationDetailFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<SaveReconciliationDetailFailurePayload, "expenseAutomationReconciliationView/saveReconciliationDetailFailure">, updateSelectedAccountId: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    selectedAccountId?: ID;
+}, "expenseAutomationReconciliationView/updateSelectedAccountId">, setConnectionInProgressForAccount: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    accountId: ID;
+    connectionInProgress: boolean;
+}, "expenseAutomationReconciliationView/setConnectionInProgressForAccount">, updateReconcileTabLocalData: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    selectedTransactionIds: ID[];
+}, "expenseAutomationReconciliationView/updateReconcileTabLocalData">, updateReconcileTabListSortState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    sortKey: ReconReconcileSortKey;
+    sortOrder: SortOrder;
+}, "expenseAutomationReconciliationView/updateReconcileTabListSortState">, updateReconcileTabListScrollState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    scrollYOffset: number;
+}, "expenseAutomationReconciliationView/updateReconcileTabListScrollState">, saveReconciliationDetailSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<SaveReconcileDetailActionPayload, "expenseAutomationReconciliationView/saveReconciliationDetailSuccess">, updateSelectedTab: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    selectedTab: ReconciliationViewTabType;
+}, "expenseAutomationReconciliationView/updateSelectedTab">, updateBalancesLocalData: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    clearedBalance: Amount;
+    variance: Amount;
+    variancePercentage: number;
+    payments: TransactionSummary;
+    deposits: TransactionSummary;
+}, "expenseAutomationReconciliationView/updateBalancesLocalData">, initialiseLocalDataForSelectedAccountId: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationReconciliationView/initialiseLocalDataForSelectedAccountId">, clearExpenseAutomationReconciliationView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationReconciliationView/clearExpenseAutomationReconciliationView">, updateSelectedDrawerAccountId: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    selectedDrawerAccountId?: ID;
+}, "expenseAutomationReconciliationView/updateSelectedDrawerAccountId">, updateReviewTabSortState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    sortKey: ReconReviewSortKey;
+    sortOrder: SortOrder;
+}, "expenseAutomationReconciliationView/updateReviewTabSortState">, initializeReconciliationReviewTabLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[localData: Record<string, ReconciliationReviewTabLocalData>], {
+    localData: Record<string, ReconciliationReviewTabLocalData>;
+}, "expenseAutomationReconciliationView/initializeReconciliationReviewTabLocalData", never, never>, updateReviewTabLocalData: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    data: ReconciliationReviewTabLocalData;
+    transactionId: ID;
+}, "expenseAutomationReconciliationView/updateReviewTabLocalData">, saveReconciliationReview: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: string], {
+    transactionId: string;
+}, "expenseAutomationReconciliationView/saveReconciliationReview", never, never>, updateSaveReconciliationReviewFetchStatus: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
+    transactionId: ID;
+    fetchState: FetchState;
+    error?: ZeniAPIStatus;
+}, "expenseAutomationReconciliationView/updateSaveReconciliationReviewFetchStatus">;
+declare const _default: import("redux").Reducer<ReconciliationViewState>;
+export default _default;