@zeniai/client-epic-state 4.15.41 → 4.15.42

package/lib/view/expenseAutomationView/epics/common/refreshExpenseAutomationCurrentTabEpic.js

@@ -10,7 +10,6 @@ const expenseAutomationViewReducer_1 = require("../../expenseAutomationViewReduc
 const fluxAnalysisViewReducer_1 = require("../../reducers/fluxAnalysisViewReducer");
 const jeSchedulesViewReducer_1 = require("../../reducers/jeSchedulesViewReducer");
 const missingReceiptsViewReducer_1 = require("../../reducers/missingReceiptsViewReducer");
-const reconciliationViewReducer_1 = require("../../reducers/reconciliationViewReducer");
 const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
 const refreshExpenseAutomationCurrentTabEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(expenseAutomationViewReducer_1.refreshExpenseAutomationCurrentTab.match), (0, operators_1.switchMap)(() => {
     const state = state$.value;
@@ -19,7 +18,6 @@ const refreshExpenseAutomationCurrentTabEpic = (actions$, state$) => actions$.pi
     const { selectedTransactionCategorizationTab } = state.expenseAutomationTransactionsViewState;
     const { selectedPeriodByTenantId, currentSelectedView } = state.expenseAutomationViewState;
     const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
-    const { selectedAccountId } = state.expenseAutomationReconciliationViewState;
     const period = (0, timePeriod_1.convertToPeriod)(selectedPeriod);
     const timePeriodStart = (0, timePeriod_1.toAbsoluteDay)(period.start);
     const timePeriodEnd = (0, timePeriod_1.toAbsoluteDay)(period.end);
@@ -50,18 +48,6 @@ const refreshExpenseAutomationCurrentTabEpic = (actions$, state$) => actions$.pi
                 (0, companyMonthEndReportViewReducer_1.fetchCompanyMonthEndReportView)(true, companyId, currentTenant.tenantId),
                 (0, companyMonthEndReportViewReducer_1.fetchCompanyMonthEndReportTemplates)(companyId, currentTenant.tenantId),
             ]);
-        case 'reconciliation': {
-            if (selectedAccountId != null) {
-                return (0, rxjs_1.from)([
-                    (0, reconciliationViewReducer_1.fetchReconciliation)(selectedPeriod, selectedAccountId, true, true),
-                ]);
-            }
-            else {
-                return (0, rxjs_1.from)([
-                    (0, reconciliationViewReducer_1.fetchReconciliation)(selectedPeriod, undefined, true, true),
-                ]);
-            }
-        }
         case 'transaction_categorization':
         default:
             return (0, rxjs_1.from)([

package/lib/view/expenseAutomationView/epics/transactionCategorization/updateTransactionCategorizationEpic.js

@@ -40,17 +40,13 @@ const updateTransactionCategorizationEpic = (actions$, state$, zeniAPI) => actio
 }));
 exports.updateTransactionCategorizationEpic = updateTransactionCategorizationEpic;
 function prepareTransactionPayload(selectedTab, transactionState, vendorState, transactionsViewState, transactionId, saveUpdates) {
-    var _a, _b, _c;
+    var _a;
     const detail = (0, transactionSelector_1.getSupportedTransactionById)(transactionState, transactionId);
     const tranDetail = (0, get_1.default)(transactionsViewState.transactionCategorizationView[selectedTab]
         .transactionReviewLocalDataById, transactionId, undefined);
     const tranVendorUpdates = (_a = tranDetail === null || tranDetail === void 0 ? void 0 : tranDetail.transactionReviewLocalData) === null || _a === void 0 ? void 0 : _a.vendorUpdates;
-    const tranCustomerUpdates = (_b = tranDetail === null || tranDetail === void 0 ? void 0 : tranDetail.transactionReviewLocalData) === null || _b === void 0 ? void 0 : _b.customerUpdates;
-    const tranSelectedEntity = (_c = tranDetail === null || tranDetail === void 0 ? void 0 : tranDetail.transactionReviewLocalData) === null || _c === void 0 ? void 0 : _c.selectedEntity;
     let vendorUpdates = undefined;
-    if ((tranVendorUpdates === null || tranVendorUpdates === void 0 ? void 0 : tranVendorUpdates.qboId) != null &&
-        tranSelectedEntity != null &&
-        tranSelectedEntity.type === 'vendor') {
+    if ((tranVendorUpdates === null || tranVendorUpdates === void 0 ? void 0 : tranVendorUpdates.qboId) != null) {
         const vendor = (0, vendorSelector_1.getVendorByVendorId)(vendorState, tranVendorUpdates.qboId);
         if (vendor != null) {
             vendorUpdates = {
@@ -65,23 +61,8 @@ function prepareTransactionPayload(selectedTab, transactionState, vendorState, t
             };
         }
     }
-    let customerUpdates = undefined;
-    if (tranSelectedEntity != null && tranSelectedEntity.type === 'customer') {
-        if ((tranCustomerUpdates === null || tranCustomerUpdates === void 0 ? void 0 : tranCustomerUpdates.qboId) != null) {
-            customerUpdates = {
-                id: tranCustomerUpdates.qboId,
-                name: tranCustomerUpdates.name,
-            };
-        }
-        else {
-            customerUpdates = {
-                id: tranSelectedEntity.id,
-                name: tranSelectedEntity.name,
-            };
-        }
-    }
     if (detail != null) {
-        const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, vendorUpdates, customerUpdates, tranSelectedEntity);
+        const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, vendorUpdates);
         const entityUpdates = toEntityUpdatePayload(saveUpdates.entityRelatedUpdates);
         return {
             entity_related_updates: entityUpdates,
@@ -110,10 +91,12 @@ function preparePayload(selectedTab, transactionState, vendorState, transactions
         return payload;
     }
 }
-const toTransactionUpdatePayload = (updates, detail, vendorUpdates, customerUpdates, tranSelectedEntity) => {
+const toTransactionUpdatePayload = (updates, detail, vendorUpdates) => {
     var _a, _b;
     const transaction = Object.assign({}, detail);
     transaction.memo = (_a = updates.memo) !== null && _a !== void 0 ? _a : '';
+    transaction.vendorId = vendorUpdates === null || vendorUpdates === void 0 ? void 0 : vendorUpdates.id;
+    transaction.vendorName = vendorUpdates === null || vendorUpdates === void 0 ? void 0 : vendorUpdates.name;
     const recommendationUpdates = {};
     for (const key in updates.updatesByLineId) {
         const lineUpdates = updates.updatesByLineId[key];
@@ -150,17 +133,11 @@ const toTransactionUpdatePayload = (updates, detail, vendorUpdates, customerUpda
         transaction.lines = newLineMap;
     }
     transaction.recommendations = recommendationUpdates;
-    // Added this check because now customer are also part of Expense,Journal Entry and Check type of transactions
     if ((0, customerTransaction_1.isCustomerTransaction)(transaction)) {
         return (0, customerTransactionPayload_1.toCustomerTransactionPayload)(transaction);
     }
     else if ((0, vendorTransaction_1.isVendorTransaction)(transaction)) {
-        if (tranSelectedEntity != null && tranSelectedEntity.type === 'customer') {
-            return (0, vendorTransactionPayload_1.toVendorTransactionWithCustomerPayload)(transaction, customerUpdates);
-        }
-        else {
-            return (0, vendorTransactionPayload_1.toVendorTransactionPayload)(transaction, vendorUpdates);
-        }
+        return (0, vendorTransactionPayload_1.toVendorTransactionPayload)(transaction, vendorUpdates);
     }
     else if ((0, otherTransaction_1.isTransferTransaction)(transaction)) {
         return (0, otherTransactionPayload_1.toTransferTransactionPayload)(transaction);

package/lib/view/expenseAutomationView/expenseAutomationViewReducer.d.ts

@@ -8,8 +8,8 @@ export declare const fetchAllExpenseAutomationTabs: import("@reduxjs/toolkit").A
 }, "expenseAutomationView/fetchAllExpenseAutomationTabs", never, never>, updateCurrentSelectedPeriod: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[tenantId: string, newSelectedPeriod: MonthYearPeriod], {
     newSelectedPeriod: MonthYearPeriod;
     tenantId: string;
-}, "expenseAutomationView/updateCurrentSelectedPeriod", never, never>, updateCurrentSelectedView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[newSelectedView: "transaction_categorization" | "je_schedules" | "reconciliation" | "missing_receipts" | "flux_analysis" | "month_end_insights"], {
-    newSelectedView: "transaction_categorization" | "je_schedules" | "reconciliation" | "missing_receipts" | "flux_analysis" | "month_end_insights";
+}, "expenseAutomationView/updateCurrentSelectedPeriod", never, never>, updateCurrentSelectedView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[newSelectedView: "transaction_categorization" | "je_schedules" | "account_recon" | "missing_receipts" | "flux_analysis" | "month_end_insights"], {
+    newSelectedView: "transaction_categorization" | "je_schedules" | "account_recon" | "missing_receipts" | "flux_analysis" | "month_end_insights";
 }, "expenseAutomationView/updateCurrentSelectedView", never, never>, clearExpenseAutomationView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationView/clearExpenseAutomationView">, initializeSelectedPeriodForTenants: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
     selectedPeriodByTenantId: Record<ID, MonthYearPeriod>;
 }, "expenseAutomationView/initializeSelectedPeriodForTenants">, refreshExpenseAutomationCurrentTab: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationView/refreshExpenseAutomationCurrentTab">;

package/lib/view/expenseAutomationView/expenseAutomationViewReducer.js

@@ -22,7 +22,11 @@ const expenseAutomationView = (0, toolkit_1.createSlice)({
             reducer() {
                 //do nothing
             },
-            prepare(cacheOverride = false, refreshViewInBackground = false) {
+            prepare(
+            // eslint-disable-next-line @typescript-eslint/no-inferrable-types
+            cacheOverride = false, 
+            // eslint-disable-next-line @typescript-eslint/no-inferrable-types
+            refreshViewInBackground = false) {
                 return {
                     payload: { cacheOverride, refreshViewInBackground },
                 };

package/lib/view/expenseAutomationView/expenseAutomationViewSelector.js

@@ -11,7 +11,6 @@ const expenseAutomationViewSelectorTypes_1 = require("./selectorTypes/expenseAut
 const fluxAnalysisViewSelector_1 = require("./selectors/fluxAnalysisViewSelector");
 const jeSchedulesViewSelector_1 = require("./selectors/jeSchedulesViewSelector");
 const missingReceiptsSelector_1 = require("./selectors/missingReceiptsSelector");
-const reconciliationViewSelector_1 = require("./selectors/reconciliationViewSelector");
 const transactionCategorizationSelector_1 = require("./selectors/transactionCategorizationSelector");
 const isPreviousStepDisabled = (selectedTransactionCategorizationTab, allSteps, stepIndex, currentTenant, selectedPeriod, userAllowedToAccessMonthEndInsights, reportEmailSentDate, auditSummary) => {
     if (stepIndex === 0) {
@@ -25,7 +24,7 @@ const isPreviousStepDisabled = (selectedTransactionCategorizationTab, allSteps,
 };
 function getExpenseAutomationView(state) {
     var _a, _b, _c;
-    const { expenseAutomationViewState, tenantState, expenseAutomationMissingReceiptsViewState, expenseAutomationJESchedulesViewState, expenseAutomationTransactionsViewState, expenseAutomationReconciliationViewState, monthEndCloseChecksState, companyState, } = state;
+    const { expenseAutomationViewState, tenantState, expenseAutomationMissingReceiptsViewState, expenseAutomationJESchedulesViewState, expenseAutomationTransactionsViewState, monthEndCloseChecksState, companyState, } = state;
     const { loggedInUser, currentTenantId } = tenantState;
     const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
     const { currentSelectedView, selectedPeriodByTenantId } = expenseAutomationViewState;
@@ -43,15 +42,9 @@ function getExpenseAutomationView(state) {
     const missingReceipts = (0, missingReceiptsSelector_1.getExpenseAutomationMissingReceiptsView)(state);
     const fluxAnalysis = (0, fluxAnalysisViewSelector_1.getExpenseAutomationFluxAnalysisView)(state);
     const monthEndInsights = (0, companyMonthEndReportViewSelector_1.getCompanyMonthEndReportSelectorView)(state, currentTenant.companyId, loggedInUser);
-    const reconciliation = (0, reconciliationViewSelector_1.getExpenseAutomationReconciliationView)(state);
     const expenseAutomationTransactionsView = (0, transactionCategorizationSelector_1.getExpenseAutomationTransactionView)(state);
     const jeSchedules = (0, jeSchedulesViewSelector_1.getExpenseAutomationJESchedulesView)(state);
     switch (currentSelectedView) {
-        case 'reconciliation':
-            currentSelectedViewFetchState = reconciliation.fetchStatus;
-            currentSelectedViewBackgroundRefreshFetchState =
-                reconciliation.refreshStatus;
-            break;
         case 'flux_analysis':
             currentSelectedViewFetchState = fluxAnalysis.fetchStatus;
             currentSelectedViewBackgroundRefreshFetchState =
@@ -97,7 +90,6 @@ function getExpenseAutomationView(state) {
         expenseAutomationJESchedulesViewState,
         monthEndCloseChecksView,
         expenseAutomationTransactionsView,
-        expenseAutomationReconciliationViewState,
     ];
     let allSteps = [];
     let auditSummary = undefined;
@@ -130,9 +122,6 @@ function getExpenseAutomationView(state) {
                             ? (0, monthEndCloseChecksViewSelector_1.isMonthEndInsightDisabled)(currentTenant, selectedPeriod, userAllowedToAccessMonthEndInsights, auditSummary)
                             : true });
                     return;
-                case 'reconciliation':
-                    allStepsOriginal[index] = Object.assign(Object.assign({}, stepDetail), { completionStatus: reconciliation.completionStatus });
-                    return;
                 case 'flux_analysis':
                 default:
                     allStepsOriginal[index] = Object.assign(Object.assign({}, stepDetail), { completionStatus: fluxAnalysis.completionStatus });
@@ -142,10 +131,7 @@ function getExpenseAutomationView(state) {
         allSteps.forEach((stepDetail, index, allStepsOriginal) => {
             allStepsOriginal[index] = Object.assign(Object.assign({}, stepDetail), { isNextDisabled: index === allStepsOriginal.length - 1
                     ? allStepsOriginal[0].isDisabled
-                    : stepDetail.step === 'reconciliation' &&
-                        reconciliation.selectedTab === 'review'
-                        ? false
-                        : allStepsOriginal[index + 1].isDisabled, isPrevDisabled: isPreviousStepDisabled(selectedTransactionCategorizationTab, allStepsOriginal, index, currentTenant, selectedPeriod, userAllowedToAccessMonthEndInsights, reportEmailSentDate, auditSummary) });
+                    : allStepsOriginal[index + 1].isDisabled, isPrevDisabled: isPreviousStepDisabled(selectedTransactionCategorizationTab, allStepsOriginal, index, currentTenant, selectedPeriod, userAllowedToAccessMonthEndInsights, reportEmailSentDate, auditSummary) });
         });
     }
     const reducedFetchStatus = (0, reduceFetchState_1.reduceAnyFetchState)(fetchStateVariables); // Add more states
@@ -160,7 +146,6 @@ function getExpenseAutomationView(state) {
         jeSchedules,
         transactionView: expenseAutomationTransactionsView,
         missingReceipts,
-        reconciliation,
         currentSelectedViewFetchState,
         currentSelectedViewBackgroundRefreshFetchState,
         fluxAnalysis,

package/lib/view/expenseAutomationView/expenseAutomationViewState.d.ts

@@ -1,7 +1,7 @@
 import { FetchStateAndError, FetchedState, ID } from '../../commonStateTypes/common';
 import { MonthYearPeriod } from '../../commonStateTypes/timePeriod';
-export declare const EXPENSE_AUTOMATION_VIEW_TYPES: readonly ["transaction_categorization", "je_schedules", "reconciliation", "missing_receipts", "flux_analysis", "month_end_insights"];
-export declare const toExpenseAutomationViewType: (v: string) => "transaction_categorization" | "je_schedules" | "reconciliation" | "missing_receipts" | "flux_analysis" | "month_end_insights";
+export declare const EXPENSE_AUTOMATION_VIEW_TYPES: readonly ["transaction_categorization", "je_schedules", "account_recon", "missing_receipts", "flux_analysis", "month_end_insights"];
+export declare const toExpenseAutomationViewType: (v: string) => "transaction_categorization" | "je_schedules" | "account_recon" | "missing_receipts" | "flux_analysis" | "month_end_insights";
 export type ExpenseAutomationViewType = ReturnType<typeof toExpenseAutomationViewType>;
 export interface ExpenseAutomationViewState extends FetchedState {
     saveStatus: FetchStateAndError;

package/lib/view/expenseAutomationView/expenseAutomationViewState.js

@@ -5,7 +5,7 @@ const stringToUnion_1 = require("../../commonStateTypes/stringToUnion");
 exports.EXPENSE_AUTOMATION_VIEW_TYPES = [
     'transaction_categorization',
     'je_schedules',
-    'reconciliation',
+    'account_recon', // Not part of scope in v1
     'missing_receipts',
     'flux_analysis',
     'month_end_insights',

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

@@ -1,6 +1,7 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
 exports.toTransactionUpdatesFromTransactionCategorizationLocalData = void 0;
+const entity_1 = require("../../../entity/genericEntity/entity");
 const vendorTransaction_1 = require("../../../entity/transaction/stateTypes/vendorTransaction");
 const recommendationState_1 = require("../../recommendation/recommendationState");
 const saveTransactionHelper_1 = require("../../transactionDetail/epics/saveTransactionHelper");
@@ -9,7 +10,7 @@ const saveTransactionHelper_1 = require("../../transactionDetail/epics/saveTrans
  * @param transactionCategorizationLocalData
  */
 const toTransactionUpdatesFromTransactionCategorizationLocalData = (transactionCategorizationLocalData, transaction, uncategorizedIncomeExpense) => {
-    var _a, _b, _c, _d, _e;
+    var _a, _b, _c;
     const updates = {
         updatesByLineId: {},
     };
@@ -18,39 +19,25 @@ const toTransactionUpdatesFromTransactionCategorizationLocalData = (transactionC
     const isTransactionMisCategorized = (0, saveTransactionHelper_1.isTransactionMiscategorized)(transaction, true);
     const isTransactionUnCategorized = (0, saveTransactionHelper_1.isTransactionUncategorized)(transaction, uncategorizedIncomeExpense);
     updates.memo = transactionCategorizationLocalData.memo;
-    const currentSelectedEntity = transactionCategorizationLocalData.selectedEntity;
-    if ((0, vendorTransaction_1.isVendorTransaction)(transaction) === true &&
-        currentSelectedEntity != null &&
-        currentSelectedEntity.type === 'vendor') {
-        updates.vendorId = currentSelectedEntity.id;
-    }
-    if ((0, vendorTransaction_1.isVendorTransactionWithCustomer)(transaction) === true &&
-        currentSelectedEntity != null &&
-        currentSelectedEntity.type === 'customer') {
-        updates.customerId = currentSelectedEntity.id;
+    if ((0, vendorTransaction_1.isVendorTransaction)(transaction) === true) {
+        updates.vendorId = (_a = transactionCategorizationLocalData.vendorUpdates) === null || _a === void 0 ? void 0 : _a.id;
     }
+    const entity = transaction.vendorId != null
+        ? {
+            id: transaction.vendorId,
+            name: (_b = transaction.vendorName) !== null && _b !== void 0 ? _b : '',
+            type: (0, entity_1.toEntityType)('vendor'),
+            qboId: transaction.vendorId,
+            zeniId: transaction.vendorId,
+        }
+        : undefined;
     let lastUpdatedCategory;
     let lastUpdatedClass;
-    let updatedEntityId;
-    if (currentSelectedEntity != null &&
-        currentSelectedEntity.type === 'vendor') {
-        if (((_a = transactionCategorizationLocalData.vendorUpdates) === null || _a === void 0 ? void 0 : _a.qboId) !==
-            transaction.vendorId) {
-            updatedEntityId = (_b = transactionCategorizationLocalData.vendorUpdates) === null || _b === void 0 ? void 0 : _b.qboId;
-        }
-    }
-    else {
-        if (((_c = transactionCategorizationLocalData.customerUpdates) === null || _c === void 0 ? void 0 : _c.qboId) !==
-            transaction.customerId) {
-            updatedEntityId =
-                (_d = transactionCategorizationLocalData.customerUpdates) === null || _d === void 0 ? void 0 : _d.qboId;
-        }
-    }
-    (_e = transaction.lines) === null || _e === void 0 ? void 0 : _e.forEach((line) => {
-        var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l;
-        const currentSelectedEntityLine = transactionCategorizationLocalData.lineItemById[line.id]
-            .selectedEntityLine;
-        const entityDetails = getEntityDetails(currentSelectedEntity, transactionCategorizationLocalData.lineItemById[line.id], transactionCategorizationLocalData.vendorUpdates, transactionCategorizationLocalData.customerUpdates, currentSelectedEntityLine);
+    // single recommendation to just pick the last recommendation in the list of lines
+    (_c = transaction.lines) === null || _c === void 0 ? void 0 : _c.forEach((line) => {
+        var _a, _b, _c, _d, _e, _f, _g, _h, _j, _k, _l, _m;
+        const updatedEntityId = (_a = transactionCategorizationLocalData.vendorUpdates) === null || _a === void 0 ? void 0 : _a.qboId;
+        const entityDetails = getEntityDetails(entity, transactionCategorizationLocalData.lineItemById[line.id], transactionCategorizationLocalData.vendorUpdates);
         if (line.type === 'transaction_with_account_and_class_line' ||
             line.type === 'transaction_with_product_or_service_line' ||
             line.type === 'journal_entry_transaction_line') {
@@ -63,44 +50,24 @@ const toTransactionUpdatesFromTransactionCategorizationLocalData = (transactionC
             };
             if (line.type === 'journal_entry_transaction_line' ||
                 line.platformLineDetailType === 'deposit_line_detail') {
-                updatesByLineId[line.id] = Object.assign(Object.assign({}, updatesByLineId[line.id]), { vendor: currentSelectedEntityLine != null &&
-                        currentSelectedEntityLine.type === 'vendor'
-                        ? lineItem.vendor
-                        : undefined, customer: currentSelectedEntityLine != null &&
-                        currentSelectedEntityLine.type === 'customer'
-                        ? lineItem.customer
-                        : undefined });
+                updatesByLineId[line.id] = Object.assign(Object.assign({}, updatesByLineId[line.id]), { vendor: lineItem.vendor });
             }
             let hasCategoryChanged = false;
             let hasClassChanged = false;
             const accountLine = line;
             hasCategoryChanged =
-                ((_a = lineItem.account) === null || _a === void 0 ? void 0 : _a.qboId) !== accountLine.account.qboId &&
-                    Boolean((_b = lineItem.account) === null || _b === void 0 ? void 0 : _b.qboId);
+                ((_b = lineItem.account) === null || _b === void 0 ? void 0 : _b.qboId) !== accountLine.account.qboId &&
+                    Boolean((_c = lineItem.account) === null || _c === void 0 ? void 0 : _c.qboId);
             hasClassChanged =
-                Boolean((_c = lineItem.class) === null || _c === void 0 ? void 0 : _c.qboId) &&
-                    ((_d = lineItem.class) === null || _d === void 0 ? void 0 : _d.qboId) !== accountLine.class.qboId;
+                Boolean((_d = lineItem.class) === null || _d === void 0 ? void 0 : _d.qboId) &&
+                    ((_e = lineItem.class) === null || _e === void 0 ? void 0 : _e.qboId) !== accountLine.class.qboId;
             const recommendedAccountBase = (0, saveTransactionHelper_1.toRecommendedAccountBase)(lineItem.amount.amount, lineItem.account);
             const recommendedClassBase = (0, saveTransactionHelper_1.toRecommendedClassBase)(lineItem.amount.amount, lineItem.class);
-            let updatedLineEntityId;
-            if ((currentSelectedEntityLine === null || currentSelectedEntityLine === void 0 ? void 0 : currentSelectedEntityLine.type) === 'vendor') {
-                if (((_e = accountLine.vendor) === null || _e === void 0 ? void 0 : _e.id) != null) {
-                    updatedLineEntityId =
-                        ((_f = accountLine.vendor) === null || _f === void 0 ? void 0 : _f.id) !== ((_g = lineItem.vendor) === null || _g === void 0 ? void 0 : _g.id)
-                            ? currentSelectedEntityLine === null || currentSelectedEntityLine === void 0 ? void 0 : currentSelectedEntityLine.qboId
-                            : undefined;
-                }
-            }
-            else if (((_h = accountLine.customer) === null || _h === void 0 ? void 0 : _h.id) != null &&
-                (currentSelectedEntityLine === null || currentSelectedEntityLine === void 0 ? void 0 : currentSelectedEntityLine.type) === 'customer') {
-                updatedLineEntityId =
-                    ((_j = accountLine.customer) === null || _j === void 0 ? void 0 : _j.id) !== ((_k = lineItem.customer) === null || _k === void 0 ? void 0 : _k.id)
-                        ? currentSelectedEntityLine === null || currentSelectedEntityLine === void 0 ? void 0 : currentSelectedEntityLine.qboId
-                        : undefined;
-            }
-            else {
-                updatedLineEntityId = undefined;
-            }
+            const updatedLineEntityId = ((_f = accountLine.vendor) === null || _f === void 0 ? void 0 : _f.id) != null
+                ? ((_g = accountLine.vendor) === null || _g === void 0 ? void 0 : _g.id) != ((_h = lineItem.vendor) === null || _h === void 0 ? void 0 : _h.id)
+                    ? (_j = lineItem.vendor) === null || _j === void 0 ? void 0 : _j.id
+                    : (_k = accountLine.vendor) === null || _k === void 0 ? void 0 : _k.id
+                : undefined;
             if (entityDetails != null &&
                 (hasCategoryChanged === true || hasClassChanged === true)) {
                 lastUpdatedCategory =
@@ -116,17 +83,16 @@ const toTransactionUpdatesFromTransactionCategorizationLocalData = (transactionC
                 if (recommended.class != null ||
                     recommended.account != null ||
                     updatedEntityId != null) {
-                    const vendorIdToUpdate = (_l = transactionCategorizationLocalData.selectedEntity) === null || _l === void 0 ? void 0 : _l.id;
-                    if ((line.type === 'journal_entry_transaction_line' ||
-                        line.platformLineDetailType === 'deposit_line_detail') &&
-                        updatedLineEntityId != null) {
-                        const entityId = entityDetails.entityId;
+                    const vendorIdToUpdate = (_l = transactionCategorizationLocalData.vendorUpdates) === null || _l === void 0 ? void 0 : _l.qboId;
+                    let entityId = entityDetails.entityId;
+                    if (line.type === 'journal_entry_transaction_line' ||
+                        line.platformLineDetailType === 'deposit_line_detail') {
+                        const entityId = (_m = accountLine.vendor) === null || _m === void 0 ? void 0 : _m.id;
                         if (entityId != null) {
                             doUpdateEntityUpdates(entityUpdates, entityId, entityDetails.entityType, recommended, false, updatedLineEntityId);
                         }
                     }
                     else {
-                        let entityId = entityDetails.entityId;
                         if (vendorIdToUpdate != null) {
                             entityId = vendorIdToUpdate;
                         }
@@ -169,49 +135,27 @@ const doUpdateEntityUpdates = (entityUpdates, entityId, entityType, recommendati
         entityUpdates[entityKey] = Object.assign(Object.assign({}, entityUpdate), { recommendations: recommendation });
     }
 };
-const getEntityDetails = (currentSelectedEntity, lineItemLocalData, vendorUpdates, customerUpdates, currentSelectedEntityLine) => {
+const getEntityDetails = (entity, lineItemLocalData, vendorUpdates) => {
     var _a, _b, _c;
-    if (currentSelectedEntity != null) {
+    if (entity != null) {
         return {
-            entityId: currentSelectedEntity.id,
-            entityType: currentSelectedEntity.type,
+            entityId: (_a = entity.qboId) !== null && _a !== void 0 ? _a : entity.id,
+            entityType: entity.type,
         };
     }
     if (lineItemLocalData.lineEntity != null) {
         return {
-            entityId: (_a = lineItemLocalData.lineEntity.qboId) !== null && _a !== void 0 ? _a : lineItemLocalData.lineEntity.id,
+            entityId: (_b = lineItemLocalData.lineEntity.qboId) !== null && _b !== void 0 ? _b : lineItemLocalData.lineEntity.id,
             entityType: lineItemLocalData.vendor != null ? 'vendor' : 'customer',
         };
     }
-    if (currentSelectedEntityLine != null &&
-        currentSelectedEntityLine.type === 'vendor') {
-        if (vendorUpdates != null && vendorUpdates.id != null) {
-            return {
-                entityId: vendorUpdates.id,
-                entityType: 'vendor',
-            };
-        }
-    }
-    if (currentSelectedEntityLine != null &&
-        currentSelectedEntityLine.type === 'customer') {
-        if (customerUpdates != null && customerUpdates.id != null) {
-            return {
-                entityId: customerUpdates.id,
-                entityType: 'customer',
-            };
-        }
-    }
-    if (((_b = lineItemLocalData.customer) === null || _b === void 0 ? void 0 : _b.id) != null &&
-        currentSelectedEntityLine != null &&
-        currentSelectedEntityLine.type === 'customer') {
+    if (vendorUpdates != null && vendorUpdates.id != null) {
         return {
-            entityId: lineItemLocalData.customer.id,
-            entityType: 'customer',
+            entityId: vendorUpdates.id,
+            entityType: 'vendor',
         };
     }
-    if (((_c = lineItemLocalData.vendor) === null || _c === void 0 ? void 0 : _c.id) != null &&
-        currentSelectedEntityLine != null &&
-        currentSelectedEntityLine.type === 'vendor') {
+    if (((_c = lineItemLocalData.vendor) === null || _c === void 0 ? void 0 : _c.id) != null) {
         return {
             entityId: lineItemLocalData.vendor.id,
             entityType: 'vendor',

package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts

@@ -8,6 +8,6 @@ import { UncategorizedAccounts } from '../../accountList/accountListSelector';
 import { TransactionReviewLocalData, TransactionsTabViewState } from '../types/transactionsViewState';
 export declare const MAX_SELECTION_LIMIT = 5;
 export declare const toTransactionDetailLocalData: (transaction: SupportedTransaction) => TransactionReviewLocalData;
-export declare const toSetAllLineItemsToCategoryClass: (draft: TransactionsTabViewState, transaction: SupportedTransaction, transactionId: ID, transactionLineId: ID, transactionDetailLocalData: TransactionReviewLocalData, updatedItem: "category" | "class", uncategorizedAccounts: UncategorizedAccounts, vendorId?: ID, customerId?: ID, selectedAccount?: AccountBase, selectedClassBase?: ClassBase) => TransactionReviewLocalData;
+export declare const toSetAllLineItemsToCategoryClass: (draft: TransactionsTabViewState, transaction: SupportedTransaction, transactionId: ID, transactionLineId: ID, transactionDetailLocalData: TransactionReviewLocalData, updatedItem: "category" | "class", uncategorizedAccounts: UncategorizedAccounts, vendorId?: ID, selectedAccount?: AccountBase, selectedClassBase?: ClassBase) => TransactionReviewLocalData;
 export declare const setEntityRecommendationForLineIdInLocalData: (draft: TransactionsTabViewState, transaction: SupportedTransaction, transactionDetailLocalData: TransactionReviewLocalData, entity: Entity, recommendationLineIds: ID[], uncategorizedAccounts: UncategorizedAccounts, recommendationByLineId?: RecommendationByLineId) => TransactionReviewLocalData;
 export declare const checkIfAllLineItemsAreCategoryClassFilled: (transaction: SupportedTransaction, transactionDetailLocalData: TransactionReviewLocalData, uncategorizedAccounts: UncategorizedAccounts) => boolean;

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

@@ -19,43 +19,7 @@ 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;
-    if ((0, vendorTransaction_1.isVendorTransaction)(transaction) &&
-        transaction.vendorId != null &&
-        transaction.vendorName != null) {
-        transactionLocal.selectedEntity = {
-            id: transaction.vendorId,
-            name: transaction.vendorName,
-            type: 'vendor',
-            qboId: transaction.vendorId,
-            zeniId: transaction.vendorId,
-            logo: transaction.logo,
-        };
-    }
-    if ((0, vendorTransaction_1.isVendorTransaction)(transaction) &&
-        transaction.customerId != null &&
-        transaction.customerName != null) {
-        transactionLocal.selectedEntity = {
-            id: transaction.customerId,
-            name: transaction.customerName,
-            type: 'customer',
-            qboId: transaction.customerId,
-            zeniId: transaction.customerId,
-            logo: transaction.logo,
-        };
-    }
     transactionLocal.vendorUpdates = undefined;
-    transactionLocal.customerUpdates = undefined;
     transactionLocal.lineItemById =
         transaction.lines != null && transaction.lines.length > 0
             ? buildLineItemById(transaction, transaction.recommendations)
@@ -89,34 +53,7 @@ const buildLineItemById = (transaction, recommendations) => {
                         logo: accountLine.vendor.logo,
                     }
                     : undefined;
-            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.selectedEntityLine =
-                record.vendor != null
-                    ? {
-                        id: record.vendor.id,
-                        name: record.vendor.name,
-                        type: 'vendor',
-                        qboId: record.vendor.id,
-                        zeniId: record.vendor.id,
-                    }
-                    : record.customer != null
-                        ? {
-                            id: record.customer.id,
-                            name: record.customer.name,
-                            type: 'customer',
-                            qboId: record.customer.id,
-                            zeniId: record.customer.id,
-                        }
-                        : undefined;
+            record.customer = accountLine.customer;
             record.billable = accountLine.billable;
             record.categorizationStatus = accountLine.categorizationStatus;
             record.reviewPendingReasons = accountLine.reviewPendingReasons;
@@ -152,7 +89,7 @@ const buildLineItemById = (transaction, recommendations) => {
     });
     return lineItemData;
 };
-const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, transactionLineId, transactionDetailLocalData, updatedItem, uncategorizedAccounts, vendorId, customerId, selectedAccount, selectedClassBase) => {
+const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, transactionLineId, transactionDetailLocalData, updatedItem, uncategorizedAccounts, vendorId, selectedAccount, selectedClassBase) => {
     const newLineItems = {};
     let selectedCheckBoxTransactionIds = draft.selectedCheckBoxTransactionIds;
     if (transaction.lines != null) {
@@ -187,11 +124,8 @@ const toSetAllLineItemsToCategoryClass = (draft, transaction, transactionId, tra
                     }
                 }
                 else {
-                    if ((transactionDetailLocalData.customer != null &&
-                        transactionDetailLocalData.customer.id === customerId) ||
-                        (record.customer != null && record.customer.id === customerId) ||
-                        (transactionDetailLocalData.vendor != null &&
-                            transactionDetailLocalData.vendor.id === vendorId) ||
+                    if ((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 &&
@@ -240,7 +174,7 @@ 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, customer: transactionDetailLocalData.customer, vendorUpdates: transactionDetailLocalData.vendorUpdates, customerUpdates: transactionDetailLocalData.customerUpdates, vendorDetails: transactionDetailLocalData.vendorDetails, customerDetails: transactionDetailLocalData.customerDetails, selectedEntity: transactionDetailLocalData.selectedEntity });
+    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 });
     if (!(0, exports.checkIfAllLineItemsAreCategoryClassFilled)(transaction, newLocalData, uncategorizedAccounts)) {
         selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds.filter((id) => id !== transaction.id);
     }
@@ -304,7 +238,7 @@ 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, customerUpdates: transactionDetailLocalData.customerUpdates, vendorDetails: transactionDetailLocalData.vendorDetails, customerDetails: transactionDetailLocalData.customerDetails, vendor: transactionDetailLocalData.vendor, customer: transactionDetailLocalData.customer, selectedEntity: transactionDetailLocalData.selectedEntity });
+    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 });
     if (!(0, exports.checkIfAllLineItemsAreCategoryClassFilled)(transaction, newLocalData, uncategorizedAccounts)) {
         selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds.filter((id) => id !== transaction.id);
     }
@@ -316,7 +250,7 @@ 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;
+        var _a, _b, _c, _d, _e;
         return lineItem.account != null &&
             Boolean(lineItem.account.qboId) === true &&
             lineItem.class != null &&
@@ -326,20 +260,10 @@ 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
-                ? transactionDetailLocalData.vendor != null &&
-                    transactionDetailLocalData.vendor.id != null &&
+            (isVendorTransactionAvailable
+                ? ((_d = transactionDetailLocalData.vendor) === null || _d === void 0 ? void 0 : _d.id) != null &&
                     Boolean(transactionDetailLocalData.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));
+                : ((_e = lineItem.vendor) === null || _e === void 0 ? void 0 : _e.id) != null && Boolean(lineItem.vendor.id) === true);
     });
 };
 exports.checkIfAllLineItemsAreCategoryClassFilled = checkIfAllLineItemsAreCategoryClassFilled;