@zeniai/client-epic-state 4.15.43 → 4.15.44
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/README.md +19 -1
- package/lib/commonPayloadTypes/recommendationPayload.d.ts +1 -0
- package/lib/commonStateTypes/common.d.ts +1 -1
- package/lib/commonStateTypes/fiscalYearHelpers/getFYMonths.d.ts +2 -2
- package/lib/commonStateTypes/fiscalYearHelpers/getFYQuarterAndYear.d.ts +2 -2
- package/lib/commonStateTypes/timePeriod.d.ts +7 -7
- package/lib/commonStateTypes/timePeriod.js +2 -2
- package/lib/commonStateTypes/viewAndReport/agingReportStateTypes.d.ts +1 -1
- package/lib/commonStateTypes/viewAndReport/agingReportStateTypes.js +1 -1
- package/lib/commonStateTypes/viewAndReport/viewAndReport.d.ts +2 -2
- package/lib/commonStateTypes/viewAndReport/viewAndReport.js +1 -0
- package/lib/configureStore.js +2 -1
- package/lib/entity/account/accountSelector.d.ts +3 -3
- package/lib/entity/account/accountState.d.ts +1 -1
- package/lib/entity/account/pickAndMergeForecastAccountReport.d.ts +1 -1
- package/lib/entity/accountGroup/accountGroupSelector.d.ts +22 -22
- package/lib/entity/accountGroup/accountGroupState.d.ts +1 -1
- package/lib/entity/accountRecon/accountReconPayload.d.ts +70 -0
- package/lib/entity/accountRecon/accountReconPayload.js +125 -0
- package/lib/entity/accountRecon/accountReconReducer.d.ts +16 -0
- package/lib/entity/accountRecon/accountReconReducer.js +71 -0
- package/lib/entity/accountRecon/accountReconSelector.d.ts +28 -0
- package/lib/entity/accountRecon/accountReconSelector.js +44 -0
- package/lib/entity/accountRecon/accountReconState.d.ts +70 -0
- package/lib/entity/accountRecon/accountReconState.js +28 -0
- package/lib/entity/approvalRule/approvalRuleState.d.ts +2 -2
- package/lib/entity/billPay/billTransaction/billTransactionState.d.ts +4 -4
- package/lib/entity/chargeCard/chargeCard.d.ts +1 -1
- package/lib/entity/chargeCardTransaction/chargeCardTransaction.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/company/companyReducer.js +0 -1
- package/lib/entity/customer/customerPayload.d.ts +1 -1
- package/lib/entity/customer/customerPayload.js +16 -6
- package/lib/entity/depositAccountTransaction/depositAccountTransaction.d.ts +1 -1
- package/lib/entity/entityApprovalStatus/entityApprovalStatusState.d.ts +2 -2
- package/lib/entity/file/fileState.d.ts +3 -3
- package/lib/entity/forecast/forecastState.d.ts +1 -1
- package/lib/entity/jeSchedules/jeSchedulesReducer.d.ts +2 -2
- package/lib/entity/jeSchedules/jeSchedulesTypes.d.ts +2 -2
- package/lib/entity/notification/types/notificationTypes.d.ts +2 -2
- 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 +2 -2
- package/lib/entity/snackbar/snackbarTypes.js +4 -0
- package/lib/entity/task/taskState.d.ts +3 -3
- package/lib/entity/tenant/clearAllEpic.d.ts +4 -2
- package/lib/entity/tenant/clearAllEpic.js +4 -0
- package/lib/entity/tenant/tenantReducer.d.ts +2 -2
- package/lib/entity/tenant/tenantReducer.js +0 -1
- package/lib/entity/transaction/payloadTypes/customerTransactionPayload.d.ts +1 -1
- package/lib/entity/transaction/payloadTypes/customerTransactionPayload.js +1 -2
- package/lib/entity/transaction/payloadTypes/reconciliationTransactionPayloads.d.ts +35 -0
- package/lib/entity/transaction/payloadTypes/reconciliationTransactionPayloads.js +53 -0
- package/lib/entity/transaction/payloadTypes/transactionPayload.d.ts +2 -0
- package/lib/entity/transaction/payloadTypes/transactionPayload.js +9 -6
- package/lib/entity/transaction/payloadTypes/vendorTransactionPayload.d.ts +9 -1
- package/lib/entity/transaction/payloadTypes/vendorTransactionPayload.js +24 -2
- package/lib/entity/transaction/stateTypes/attachment.d.ts +2 -2
- package/lib/entity/transaction/stateTypes/reconciliationTransaction.d.ts +32 -0
- package/lib/entity/transaction/stateTypes/reconciliationTransaction.js +10 -0
- package/lib/entity/transaction/stateTypes/transaction.d.ts +3 -1
- package/lib/entity/transaction/stateTypes/transactionType.d.ts +1 -1
- package/lib/entity/transaction/stateTypes/transactionType.js +1 -1
- package/lib/entity/transaction/stateTypes/vendorTransaction.d.ts +5 -0
- package/lib/entity/transaction/stateTypes/vendorTransaction.js +5 -1
- package/lib/entity/transaction/toSupportedTransaction.js +6 -1
- package/lib/entity/transaction/transactionReducer.d.ts +17 -0
- package/lib/entity/transaction/transactionReducer.js +47 -2
- package/lib/entity/transaction/transactionSelector.d.ts +2 -0
- package/lib/entity/transaction/transactionSelector.js +5 -0
- package/lib/entity/transaction/transactionState.d.ts +6 -4
- package/lib/entity/vendorExpense/vendorExpenseReducer.js +0 -1
- package/lib/entity/vendorExpense/vendorExpenseSelector.d.ts +2 -2
- package/lib/epic.d.ts +6 -1
- package/lib/epic.js +6 -1
- package/lib/index.d.ts +20 -12
- package/lib/index.js +56 -27
- package/lib/init.d.ts +2 -1
- package/lib/init.js +9 -2
- package/lib/reducer.d.ts +7 -1
- package/lib/reducer.js +6 -0
- package/lib/view/accountList/accountListReducer.js +1 -3
- package/lib/view/accountMappingView/accountMappingReducer.js +0 -1
- package/lib/view/apAgingView/apAgingDetail/apAgingDetailReducer.js +1 -2
- package/lib/view/auditReportView/auditReportViewReducer.d.ts +2 -2
- package/lib/view/auditReportView/auditReportViewState.d.ts +2 -2
- package/lib/view/balanceSheet/balanceSheetReducer.js +1 -6
- package/lib/view/bankAccountView/bankAccountViewReducer.js +0 -1
- package/lib/view/billPayCard/billPayCardSelector.d.ts +2 -2
- package/lib/view/cardBalance/cardBalanceSelector.d.ts +3 -3
- package/lib/view/cashBalance/cashBalanceSelector.d.ts +3 -3
- package/lib/view/cashFlow/cashFlowReducer.js +1 -4
- package/lib/view/cashInCashOut/cashInCashOutSelector.d.ts +2 -2
- package/lib/view/cashPosition/cashPositionReducer.js +0 -1
- package/lib/view/cashPosition/cashPositionSelector.d.ts +2 -2
- package/lib/view/common/reportsHelpers.d.ts +1 -1
- package/lib/view/commonVendorView/transactionVendorView/epics/saveTransactionVendorEpic.js +7 -0
- package/lib/view/commonVendorView/vendorView/epics/fetchAndUpdateVendorRecommendationsEpic.js +1 -3
- package/lib/view/commonVendorView/vendorsTabVendorView/vendorsTabVendorViewReducer.d.ts +2 -2
- package/lib/view/companyTaskManagerView/companyTaskManagerViewReducer.d.ts +2 -2
- package/lib/view/companyView/companyViewReducer.d.ts +1 -1
- package/lib/view/companyView/companyViewReducer.js +1 -10
- package/lib/view/companyView/types/cockpitTypes.d.ts +3 -3
- package/lib/view/companyView/types/companyPassport/companyUsersLocalData.d.ts +1 -1
- package/lib/view/dashboard/dashboardEpic.js +0 -2
- package/lib/view/dashboard/dashboardReducer.d.ts +2 -2
- package/lib/view/expenseAutomationView/epics/accountRecon/fetchReconciliationViewEpic.d.ts +15 -0
- package/lib/view/expenseAutomationView/epics/accountRecon/fetchReconciliationViewEpic.js +118 -0
- package/lib/view/expenseAutomationView/epics/accountRecon/initialiseLocalDataForSelectedAccountIdEpic.d.ts +10 -0
- package/lib/view/expenseAutomationView/epics/accountRecon/initialiseLocalDataForSelectedAccountIdEpic.js +49 -0
- package/lib/view/expenseAutomationView/epics/accountRecon/saveReconciliationDetailEpic.d.ts +14 -0
- package/lib/view/expenseAutomationView/epics/accountRecon/saveReconciliationDetailEpic.js +169 -0
- package/lib/view/expenseAutomationView/epics/accountRecon/saveReconciliationReviewEpic.d.ts +9 -0
- package/lib/view/expenseAutomationView/epics/accountRecon/saveReconciliationReviewEpic.js +154 -0
- package/lib/view/expenseAutomationView/epics/accountRecon/updateReconcileTabLocalDataEpic.d.ts +6 -0
- package/lib/view/expenseAutomationView/epics/accountRecon/updateReconcileTabLocalDataEpic.js +110 -0
- package/lib/view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic.d.ts +2 -1
- package/lib/view/expenseAutomationView/epics/common/fetchAllExpenseAutomationTabsEpic.js +24 -10
- package/lib/view/expenseAutomationView/epics/common/refreshExpenseAutomationCurrentTabEpic.d.ts +2 -1
- package/lib/view/expenseAutomationView/epics/common/refreshExpenseAutomationCurrentTabEpic.js +14 -0
- package/lib/view/expenseAutomationView/epics/transactionCategorization/updateTransactionCategorizationEpic.js +30 -7
- package/lib/view/expenseAutomationView/expenseAutomationViewReducer.d.ts +2 -2
- package/lib/view/expenseAutomationView/expenseAutomationViewReducer.js +1 -5
- package/lib/view/expenseAutomationView/expenseAutomationViewSelector.js +17 -2
- package/lib/view/expenseAutomationView/expenseAutomationViewState.d.ts +2 -2
- package/lib/view/expenseAutomationView/expenseAutomationViewState.js +1 -1
- package/lib/view/expenseAutomationView/helpers/reconciliationHelpers.d.ts +7 -0
- package/lib/view/expenseAutomationView/helpers/reconciliationHelpers.js +18 -0
- package/lib/view/expenseAutomationView/helpers/saveTransactionHelper.js +98 -42
- package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts +1 -1
- package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js +86 -10
- package/lib/view/expenseAutomationView/payload/reconciliationPayload.d.ts +28 -0
- package/lib/view/expenseAutomationView/payload/reconciliationPayload.js +51 -0
- package/lib/view/expenseAutomationView/reducers/jeSchedulesViewReducer.d.ts +11 -11
- package/lib/view/expenseAutomationView/reducers/reconciliationViewReducer.d.ts +66 -0
- package/lib/view/expenseAutomationView/reducers/reconciliationViewReducer.js +384 -0
- package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.d.ts +12 -1
- package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.js +66 -7
- package/lib/view/expenseAutomationView/selectorTypes/expenseAutomationViewSelectorTypes.d.ts +2 -0
- package/lib/view/expenseAutomationView/selectorTypes/expenseAutomationViewSelectorTypes.js +1 -1
- package/lib/view/expenseAutomationView/selectorTypes/reconciliationViewSelectorTypes.d.ts +51 -0
- package/lib/view/expenseAutomationView/selectorTypes/reconciliationViewSelectorTypes.js +7 -0
- package/lib/view/expenseAutomationView/selectors/jeSchedulesViewSelector.js +5 -2
- package/lib/view/expenseAutomationView/selectors/reconciliationViewSelector.d.ts +5 -0
- package/lib/view/expenseAutomationView/selectors/reconciliationViewSelector.js +254 -0
- package/lib/view/expenseAutomationView/types/fluxAnalysisViewState.d.ts +1 -1
- package/lib/view/expenseAutomationView/types/missingReceiptsViewState.d.ts +1 -1
- package/lib/view/expenseAutomationView/types/reconciliationViewState.d.ts +103 -0
- package/lib/view/expenseAutomationView/types/reconciliationViewState.js +37 -0
- package/lib/view/expenseAutomationView/types/transactionsViewState.d.ts +12 -2
- package/lib/view/financeStatement/financeStatementReducer.d.ts +1 -1
- package/lib/view/financeStatement/financeStatementReducer.js +1 -4
- package/lib/view/globalMerchantView/globalMerchantViewReducer.d.ts +4 -4
- package/lib/view/netBurnOrIncome/netBurnOrIncomeReducer.js +3 -10
- package/lib/view/netBurnOrIncomeClassesView/netBurnOrIncomeClassesViewReducer.js +1 -6
- package/lib/view/netBurnOrIncomeStoryCard/netBurnOrIncomeStoryCardReducer.js +0 -1
- package/lib/view/netBurnOrIncomeStoryCard/netBurnOrIncomeStoryCardState.d.ts +1 -1
- package/lib/view/notificationView/notificationViewReducer.d.ts +8 -8
- package/lib/view/notificationView/notificationViewState.d.ts +2 -2
- package/lib/view/onboardingView/cockpitView/onboardingCockpitViewReducer.js +0 -3
- package/lib/view/onboardingView/customerView/onboardingCustomerViewReducer.d.ts +2 -2
- package/lib/view/opEx/opExForTimeFrameEpic.js +1 -1
- package/lib/view/opEx/opExReducer.js +4 -14
- package/lib/view/opExByVendor/opExByVendorReducer.js +1 -3
- package/lib/view/opExByVendor/opExByVendorState.d.ts +1 -1
- package/lib/view/opExClassesView/opExClassesViewReducer.js +1 -6
- package/lib/view/people/fetchPeopleEpic.js +1 -3
- package/lib/view/people/invitePeopleEpic.js +1 -3
- package/lib/view/people/inviteZeniPeopleEpic.js +1 -3
- package/lib/view/people/peopleReducer.js +0 -1
- package/lib/view/people/peopleSaveUpdatesEpic.js +1 -1
- package/lib/view/profitAndLoss/profitAndLossReducer.js +1 -6
- package/lib/view/profitAndLossClassesView/profitAndLossClassesViewReducer.js +1 -6
- package/lib/view/recommendation/recommendationReducer.js +1 -4
- package/lib/view/referralView/referralState.d.ts +1 -1
- package/lib/view/reimbursementCard/reimbursementCardSelector.d.ts +2 -2
- package/lib/view/reportUIOptions/reportUIOptionsReducer.d.ts +8 -8
- package/lib/view/reportUIOptions/updateReportUIOptionThisPeriodEpic.js +1 -3
- package/lib/view/revenue/revenueReducer.js +3 -10
- package/lib/view/revenueClassesView/revenueClassesViewReducer.js +1 -6
- package/lib/view/scheduleView/scheduleAccruedDetailView/LinkBillExpenseView/linkBillExpense.d.ts +1 -1
- package/lib/view/scheduleView/scheduleDetailView/scheduleDetailReducer.d.ts +4 -4
- package/lib/view/scheduleView/scheduleListView/scheduleListTypes.d.ts +2 -2
- package/lib/view/settingsView/settingsViewReducer.js +0 -1
- package/lib/view/settingsView/settingsViewState.d.ts +1 -1
- package/lib/view/spendManagement/billPay/billList/billListReducer.d.ts +1 -1
- package/lib/view/spendManagement/billPay/billList/billListReducer.js +0 -1
- package/lib/view/spendManagement/billPay/billList/billListState.d.ts +2 -2
- package/lib/view/spendManagement/billPay/billPayConfig/billPayConfigState.d.ts +1 -1
- package/lib/view/spendManagement/billPay/billPayConfig/billPayConfigState.js +0 -6
- package/lib/view/spendManagement/billPay/billsBulkActionView/billsBulkActionViewReducer.d.ts +2 -2
- package/lib/view/spendManagement/billPay/billsBulkActionView/epics/validateBillsBulkActionEpic.ts.js +4 -3
- package/lib/view/spendManagement/billPay/editBillView/epics/fetchBillAndInitializeLocalStoreEpic.js +1 -3
- package/lib/view/spendManagement/chargeCards/chargeCardDetail/chargeCardDetail.d.ts +2 -2
- package/lib/view/spendManagement/commonHistoryView/commonHistory.d.ts +1 -1
- package/lib/view/spendManagement/commonSetup/setupViewReducer.d.ts +7 -7
- package/lib/view/spendManagement/commonSetup/setupViewState.d.ts +1 -1
- package/lib/view/spendManagement/plaidAccount/epic/plaidConnection/establishPlaidConnectionEpic.js +11 -3
- package/lib/view/spendManagement/plaidAccount/plaidAccountViewReducer.d.ts +11 -10
- package/lib/view/spendManagement/plaidAccount/plaidAccountViewReducer.js +3 -1
- package/lib/view/spendManagement/plaidAccount/plaidAccountViewState.d.ts +1 -1
- package/lib/view/spendManagement/reimbursement/editRemiView/epics/fetchRecommendationsAndUpdateMerchantRecommendationsEpic.js +2 -6
- package/lib/view/spendManagement/reimbursement/editRemiView/epics/fetchRemiAndInitializeLocalStoreEpic.js +1 -3
- package/lib/view/spendManagement/reimbursement/remiListView/remiListReducer.d.ts +1 -1
- package/lib/view/spendManagement/reimbursement/remiListView/remiListReducer.js +0 -1
- package/lib/view/spendManagement/reimbursement/remiListView/remiListState.d.ts +4 -4
- package/lib/view/spendManagement/reimbursement/remisBulkActionView/remisBulkActionViewReducer.d.ts +2 -2
- package/lib/view/subscriptionView/subscriptionViewReducer.js +0 -1
- package/lib/view/subscriptionView/types/subscriptionTypes.js +0 -1
- package/lib/view/taskManager/taskListView/epics/dragNDropTasksEpic.js +1 -3
- package/lib/view/taskManager/taskListView/taskList.d.ts +3 -3
- package/lib/view/taskManager/taskListView/taskListSelector.d.ts +1 -1
- package/lib/view/tasksCard/fetchTasksCardEpic.js +1 -2
- package/lib/view/tasksCard/tasksCardSelector.d.ts +2 -2
- package/lib/view/tasksCard/tasksCardSelector.js +1 -1
- package/lib/view/topEx/topExSelector.d.ts +3 -3
- package/lib/view/transactionDetail/epics/saveTransactionHelper.js +30 -52
- package/lib/view/transactionDetail/epics/updateTransactionDetailEpic.js +22 -4
- package/lib/view/transactionDetail/transactionDetailLocalDataHelper.js +66 -13
- package/lib/view/transactionDetail/transactionDetailReducer.d.ts +13 -4
- package/lib/view/transactionDetail/transactionDetailReducer.js +51 -21
- package/lib/view/transactionDetail/transactionDetailState.d.ts +3 -2
- package/lib/view/transactionDetail/transactionDetailTypes.d.ts +8 -0
- package/lib/view/transactionList/transactionListByEntitySelector.js +0 -2
- package/lib/view/transactionList/transactionListReducer.js +4 -6
- package/lib/view/trendWithTransactions/trendWithTransactionsReducer.js +0 -1
- package/lib/view/userFinancialAccount/userFinancialAccountReducer.js +1 -3
- package/lib/view/vendorFiling1099/vendorFiling1099List/vendorFiling1099ListState.d.ts +1 -1
- package/lib/view/vendorReviewView/vendorFirstReviewView/vendorFirstReviewViewState.d.ts +1 -1
- package/lib/view/vendorReviewView/vendorGlobalReviewView/vendorGlobalReviewViewState.d.ts +1 -1
- package/lib/zeniAPI.d.ts +1 -0
- package/lib/zeniUrl.d.ts +1 -1
- package/package.json +13 -12
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"use strict";
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Object.defineProperty(exports, "__esModule", { value: true });
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exports.updateReconcileTabLocalDataEpic = void 0;
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const rxjs_1 = require("rxjs");
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const operators_1 = require("rxjs/operators");
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const accountReconSelector_1 = require("../../../../entity/accountRecon/accountReconSelector");
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const tenantSelector_1 = require("../../../../entity/tenant/tenantSelector");
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const transactionSelector_1 = require("../../../../entity/transaction/transactionSelector");
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const reconciliationViewReducer_1 = require("../../reducers/reconciliationViewReducer");
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const updateReconcileTabLocalDataEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(reconciliationViewReducer_1.updateReconcileTabLocalData.match), (0, operators_1.mergeMap)((action) => {
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var _a, _b;
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const state = state$.value;
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const { transactionState, expenseAutomationReconciliationViewState, expenseAutomationViewState: { selectedPeriodByTenantId }, } = state;
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const { selectedAccountId } = expenseAutomationReconciliationViewState;
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const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
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const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
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const actions = [];
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const { selectedTransactionIds } = action.payload;
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if (selectedAccountId != null) {
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const transactions = [];
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const reconEntity = (0, accountReconSelector_1.getAccountReconByAccountIdAndSelectedPeriod)(state, selectedAccountId, selectedPeriod);
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if (reconEntity == null) {
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return (0, rxjs_1.from)(actions);
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}
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const initialClearedBalance = (_a = reconEntity.initialClearedBalance) !== null && _a !== void 0 ? _a : {
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amount: 0,
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currencyCode: reconEntity.currency.currencyCode,
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currencySymbol: reconEntity.currency.currencySymbol,
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};
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const bankBalance = (_b = reconEntity.balance) !== null && _b !== void 0 ? _b : {
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amount: 0,
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currencyCode: reconEntity.currency.currencyCode,
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currencySymbol: reconEntity.currency.currencySymbol,
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};
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selectedTransactionIds.forEach((transactionId) => {
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const transaction = (0, transactionSelector_1.getMatchedTransactionById)(transactionState, transactionId);
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if (transaction != null) {
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transactions.push(transaction);
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}
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});
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const updatedClearedBalance = calculateUpdatedClearedBalance(transactions, initialClearedBalance);
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const { variance, variancePercentage } = calculateVariance(updatedClearedBalance, bankBalance);
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const currency = {
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currencyCode: bankBalance.currencyCode,
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currencySymbol: bankBalance.currencySymbol,
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};
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const depositsLocalData = calculateSplitAmounts(transactions, 'deposit', currency);
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const paymentLocalData = calculateSplitAmounts(transactions, 'payment', currency);
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actions.push((0, reconciliationViewReducer_1.updateBalancesLocalData)({
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clearedBalance: updatedClearedBalance,
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variance: variance,
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variancePercentage: variancePercentage,
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deposits: depositsLocalData,
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payments: paymentLocalData,
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}));
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}
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return (0, rxjs_1.from)(actions);
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}));
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exports.updateReconcileTabLocalDataEpic = updateReconcileTabLocalDataEpic;
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function calculateUpdatedClearedBalance(transactions, initialClearedBalance) {
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// Reduce the transactions to calculate the updated cleared balance
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const updatedClearedBalance = transactions.reduce((updatedBalance, transaction) => {
|
|
63
|
+
if (transaction.transactionDirection === 'payment') {
|
|
64
|
+
return updatedBalance - transaction.amount.amount; // Deduct for debit
|
|
65
|
+
}
|
|
66
|
+
else if (transaction.transactionDirection === 'deposit') {
|
|
67
|
+
return updatedBalance + transaction.amount.amount; // Add for credit
|
|
68
|
+
}
|
|
69
|
+
return updatedBalance; // Return unchanged balance for other cases
|
|
70
|
+
}, initialClearedBalance.amount);
|
|
71
|
+
return {
|
|
72
|
+
amount: updatedClearedBalance,
|
|
73
|
+
currencyCode: initialClearedBalance.currencyCode,
|
|
74
|
+
currencySymbol: initialClearedBalance.currencySymbol,
|
|
75
|
+
};
|
|
76
|
+
}
|
|
77
|
+
function calculateSplitAmounts(transactions, transactionDirection, currency) {
|
|
78
|
+
if (transactions.length === 0) {
|
|
79
|
+
return {
|
|
80
|
+
count: 0,
|
|
81
|
+
totalAmount: Object.assign({ amount: 0 }, currency),
|
|
82
|
+
};
|
|
83
|
+
}
|
|
84
|
+
let count = 0;
|
|
85
|
+
let totalAmount = 0;
|
|
86
|
+
transactions.forEach((transaction) => {
|
|
87
|
+
if (transaction.transactionDirection === transactionDirection) {
|
|
88
|
+
count = count + 1;
|
|
89
|
+
totalAmount = totalAmount + transaction.amount.amount;
|
|
90
|
+
}
|
|
91
|
+
});
|
|
92
|
+
return {
|
|
93
|
+
count,
|
|
94
|
+
totalAmount: Object.assign({ amount: totalAmount }, currency),
|
|
95
|
+
};
|
|
96
|
+
}
|
|
97
|
+
function calculateVariance(updatedClearedBalance, bankBalance) {
|
|
98
|
+
const variance = Math.abs(bankBalance.amount - updatedClearedBalance.amount);
|
|
99
|
+
const variancePercent = bankBalance.amount != 0
|
|
100
|
+
? parseFloat(((variance / Math.abs(bankBalance.amount)) * 100).toFixed(2))
|
|
101
|
+
: 0;
|
|
102
|
+
return {
|
|
103
|
+
variance: {
|
|
104
|
+
amount: variance,
|
|
105
|
+
currencyCode: bankBalance.currencyCode,
|
|
106
|
+
currencySymbol: bankBalance.currencySymbol,
|
|
107
|
+
},
|
|
108
|
+
variancePercentage: variancePercent,
|
|
109
|
+
};
|
|
110
|
+
}
|
|
@@ -6,6 +6,7 @@ import { fetchAllExpenseAutomationTabs } from '../../expenseAutomationViewReduce
|
|
|
6
6
|
import { fetchFluxAnalysisView } from '../../reducers/fluxAnalysisViewReducer';
|
|
7
7
|
import { fetchJeSchedulesPage } from '../../reducers/jeSchedulesViewReducer';
|
|
8
8
|
import { fetchMissingReceipts } from '../../reducers/missingReceiptsViewReducer';
|
|
9
|
+
import { fetchReconciliation } from '../../reducers/reconciliationViewReducer';
|
|
9
10
|
import { fetchTransactionCategorizationView } from '../../reducers/transactionsViewReducer';
|
|
10
|
-
export type ActionType = ReturnType<typeof fetchAllExpenseAutomationTabs> | ReturnType<typeof fetchMissingReceipts> | ReturnType<typeof fetchMonthEndCloseChecks> | ReturnType<typeof fetchFluxAnalysisView> | ReturnType<typeof fetchJeSchedulesPage> | ReturnType<typeof fetchTransactionCategorizationView>;
|
|
11
|
+
export type ActionType = ReturnType<typeof fetchAllExpenseAutomationTabs> | ReturnType<typeof fetchMissingReceipts> | ReturnType<typeof fetchMonthEndCloseChecks> | ReturnType<typeof fetchFluxAnalysisView> | ReturnType<typeof fetchJeSchedulesPage> | ReturnType<typeof fetchReconciliation> | ReturnType<typeof fetchTransactionCategorizationView>;
|
|
11
12
|
export declare const fetchAllExpenseAutomationTabsEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => Observable<ActionType>;
|
|
@@ -9,10 +9,14 @@ const expenseAutomationViewReducer_1 = require("../../expenseAutomationViewReduc
|
|
|
9
9
|
const fluxAnalysisViewReducer_1 = require("../../reducers/fluxAnalysisViewReducer");
|
|
10
10
|
const jeSchedulesViewReducer_1 = require("../../reducers/jeSchedulesViewReducer");
|
|
11
11
|
const missingReceiptsViewReducer_1 = require("../../reducers/missingReceiptsViewReducer");
|
|
12
|
+
const reconciliationViewReducer_1 = require("../../reducers/reconciliationViewReducer");
|
|
12
13
|
const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
|
|
13
14
|
const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(expenseAutomationViewReducer_1.fetchAllExpenseAutomationTabs.match), (0, operators_1.switchMap)((action) => {
|
|
15
|
+
var _a, _b;
|
|
14
16
|
const { cacheOverride, refreshViewInBackground } = action.payload;
|
|
15
17
|
const state = state$.value;
|
|
18
|
+
const { monthEndCloseChecksState } = state;
|
|
19
|
+
const { monthEndCloseChecksByTenantId } = monthEndCloseChecksState;
|
|
16
20
|
const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
|
|
17
21
|
const companyId = currentTenant.companyId;
|
|
18
22
|
const selectedPeriod = state.expenseAutomationViewState.selectedPeriodByTenantId[currentTenant.tenantId];
|
|
@@ -21,22 +25,24 @@ const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.pipe((0
|
|
|
21
25
|
const timePeriodStart = (0, timePeriod_1.toAbsoluteDay)(period.start);
|
|
22
26
|
const timePeriodEnd = (0, timePeriod_1.toAbsoluteDay)(period.end);
|
|
23
27
|
const monthYearPeriodId = (0, timePeriod_1.toMonthYearPeriodId)(selectedPeriod);
|
|
28
|
+
const monthEndCheckState = (_a = monthEndCloseChecksByTenantId === null || monthEndCloseChecksByTenantId === void 0 ? void 0 : monthEndCloseChecksByTenantId[currentTenant.tenantId]) === null || _a === void 0 ? void 0 : _a[monthYearPeriodId];
|
|
29
|
+
const reconciliationEnabled = (_b = monthEndCheckState === null || monthEndCheckState === void 0 ? void 0 : monthEndCheckState.monthEndCloseCheckList.some((list) => list.id === 'reconciliation')) !== null && _b !== void 0 ? _b : false;
|
|
24
30
|
if (timePeriodStart == null ||
|
|
25
31
|
timePeriodEnd == null ||
|
|
26
32
|
companyId == null) {
|
|
27
33
|
throw Error(`Invalid start - ${timePeriodStart} and end - ${timePeriodEnd} period from given ${selectedPeriod}`);
|
|
28
34
|
}
|
|
29
35
|
if (cacheOverride === true) {
|
|
30
|
-
|
|
31
|
-
|
|
32
|
-
|
|
33
|
-
|
|
34
|
-
|
|
35
|
-
|
|
36
|
-
|
|
37
|
-
(0,
|
|
38
|
-
|
|
39
|
-
|
|
36
|
+
const actions = [];
|
|
37
|
+
actions.push((0, transactionsViewReducer_1.fetchTransactionCategorizationView)(selectedTransactionCategorizationTab, { start: timePeriodStart, end: timePeriodEnd }, cacheOverride, false, undefined, undefined, refreshViewInBackground), (0, missingReceiptsViewReducer_1.fetchMissingReceipts)({ start: timePeriodStart, end: timePeriodEnd }, {
|
|
38
|
+
amount: 75.0,
|
|
39
|
+
currencyCode: 'USD',
|
|
40
|
+
currencySymbol: '$',
|
|
41
|
+
}, cacheOverride, refreshViewInBackground), (0, fluxAnalysisViewReducer_1.fetchFluxAnalysisView)(selectedPeriod, cacheOverride, refreshViewInBackground, null), (0, jeSchedulesViewReducer_1.fetchJeSchedulesPage)({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride));
|
|
42
|
+
if (reconciliationEnabled) {
|
|
43
|
+
actions.push((0, reconciliationViewReducer_1.fetchReconciliation)(selectedPeriod, undefined, cacheOverride, refreshViewInBackground));
|
|
44
|
+
}
|
|
45
|
+
return (0, rxjs_1.from)(actions);
|
|
40
46
|
}
|
|
41
47
|
else {
|
|
42
48
|
const fetchActions = [];
|
|
@@ -68,6 +74,14 @@ const fetchAllExpenseAutomationTabsEpic = (actions$, state$) => actions$.pipe((0
|
|
|
68
74
|
null)) {
|
|
69
75
|
fetchActions.push((0, jeSchedulesViewReducer_1.fetchJeSchedulesPage)({ start: timePeriodStart, end: timePeriodEnd }, cacheOverride));
|
|
70
76
|
}
|
|
77
|
+
if (state.expenseAutomationReconciliationViewState.fetchState !==
|
|
78
|
+
'In-Progress' &&
|
|
79
|
+
state.expenseAutomationReconciliationViewState
|
|
80
|
+
.accountReconciliationRecordsBySelectedPeriod[monthYearPeriodId] ==
|
|
81
|
+
null &&
|
|
82
|
+
reconciliationEnabled) {
|
|
83
|
+
fetchActions.push((0, reconciliationViewReducer_1.fetchReconciliation)(selectedPeriod, undefined, cacheOverride, refreshViewInBackground));
|
|
84
|
+
}
|
|
71
85
|
if (state.expenseAutomationTransactionsViewState
|
|
72
86
|
.transactionCategorizationView[selectedTransactionCategorizationTab]
|
|
73
87
|
.fetchState !== 'In-Progress' &&
|
package/lib/view/expenseAutomationView/epics/common/refreshExpenseAutomationCurrentTabEpic.d.ts
CHANGED
|
@@ -7,6 +7,7 @@ import { refreshExpenseAutomationCurrentTab } from '../../expenseAutomationViewR
|
|
|
7
7
|
import { fetchFluxAnalysisView } from '../../reducers/fluxAnalysisViewReducer';
|
|
8
8
|
import { fetchJeSchedulesPage } from '../../reducers/jeSchedulesViewReducer';
|
|
9
9
|
import { fetchMissingReceipts } from '../../reducers/missingReceiptsViewReducer';
|
|
10
|
+
import { fetchReconciliation } from '../../reducers/reconciliationViewReducer';
|
|
10
11
|
import { fetchTransactionCategorizationView } from '../../reducers/transactionsViewReducer';
|
|
11
|
-
export type ActionType = ReturnType<typeof refreshExpenseAutomationCurrentTab> | ReturnType<typeof fetchCompanyMonthEndReportView> | ReturnType<typeof fetchCompanyMonthEndReportTemplates> | ReturnType<typeof fetchMissingReceipts> | ReturnType<typeof fetchMonthEndCloseChecks> | ReturnType<typeof fetchFluxAnalysisView> | ReturnType<typeof fetchJeSchedulesPage> | ReturnType<typeof fetchTransactionCategorizationView>;
|
|
12
|
+
export type ActionType = ReturnType<typeof refreshExpenseAutomationCurrentTab> | ReturnType<typeof fetchCompanyMonthEndReportView> | ReturnType<typeof fetchCompanyMonthEndReportTemplates> | ReturnType<typeof fetchMissingReceipts> | ReturnType<typeof fetchMonthEndCloseChecks> | ReturnType<typeof fetchFluxAnalysisView> | ReturnType<typeof fetchReconciliation> | ReturnType<typeof fetchJeSchedulesPage> | ReturnType<typeof fetchTransactionCategorizationView>;
|
|
12
13
|
export declare const refreshExpenseAutomationCurrentTabEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => Observable<ActionType>;
|
package/lib/view/expenseAutomationView/epics/common/refreshExpenseAutomationCurrentTabEpic.js
CHANGED
|
@@ -10,6 +10,7 @@ const expenseAutomationViewReducer_1 = require("../../expenseAutomationViewReduc
|
|
|
10
10
|
const fluxAnalysisViewReducer_1 = require("../../reducers/fluxAnalysisViewReducer");
|
|
11
11
|
const jeSchedulesViewReducer_1 = require("../../reducers/jeSchedulesViewReducer");
|
|
12
12
|
const missingReceiptsViewReducer_1 = require("../../reducers/missingReceiptsViewReducer");
|
|
13
|
+
const reconciliationViewReducer_1 = require("../../reducers/reconciliationViewReducer");
|
|
13
14
|
const transactionsViewReducer_1 = require("../../reducers/transactionsViewReducer");
|
|
14
15
|
const refreshExpenseAutomationCurrentTabEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(expenseAutomationViewReducer_1.refreshExpenseAutomationCurrentTab.match), (0, operators_1.switchMap)(() => {
|
|
15
16
|
const state = state$.value;
|
|
@@ -18,6 +19,7 @@ const refreshExpenseAutomationCurrentTabEpic = (actions$, state$) => actions$.pi
|
|
|
18
19
|
const { selectedTransactionCategorizationTab } = state.expenseAutomationTransactionsViewState;
|
|
19
20
|
const { selectedPeriodByTenantId, currentSelectedView } = state.expenseAutomationViewState;
|
|
20
21
|
const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
|
|
22
|
+
const { selectedAccountId } = state.expenseAutomationReconciliationViewState;
|
|
21
23
|
const period = (0, timePeriod_1.convertToPeriod)(selectedPeriod);
|
|
22
24
|
const timePeriodStart = (0, timePeriod_1.toAbsoluteDay)(period.start);
|
|
23
25
|
const timePeriodEnd = (0, timePeriod_1.toAbsoluteDay)(period.end);
|
|
@@ -48,6 +50,18 @@ const refreshExpenseAutomationCurrentTabEpic = (actions$, state$) => actions$.pi
|
|
|
48
50
|
(0, companyMonthEndReportViewReducer_1.fetchCompanyMonthEndReportView)(true, companyId, currentTenant.tenantId),
|
|
49
51
|
(0, companyMonthEndReportViewReducer_1.fetchCompanyMonthEndReportTemplates)(companyId, currentTenant.tenantId),
|
|
50
52
|
]);
|
|
53
|
+
case 'reconciliation': {
|
|
54
|
+
if (selectedAccountId != null) {
|
|
55
|
+
return (0, rxjs_1.from)([
|
|
56
|
+
(0, reconciliationViewReducer_1.fetchReconciliation)(selectedPeriod, selectedAccountId, true, true),
|
|
57
|
+
]);
|
|
58
|
+
}
|
|
59
|
+
else {
|
|
60
|
+
return (0, rxjs_1.from)([
|
|
61
|
+
(0, reconciliationViewReducer_1.fetchReconciliation)(selectedPeriod, undefined, true, true),
|
|
62
|
+
]);
|
|
63
|
+
}
|
|
64
|
+
}
|
|
51
65
|
case 'transaction_categorization':
|
|
52
66
|
default:
|
|
53
67
|
return (0, rxjs_1.from)([
|
|
@@ -40,13 +40,17 @@ const updateTransactionCategorizationEpic = (actions$, state$, zeniAPI) => actio
|
|
|
40
40
|
}));
|
|
41
41
|
exports.updateTransactionCategorizationEpic = updateTransactionCategorizationEpic;
|
|
42
42
|
function prepareTransactionPayload(selectedTab, transactionState, vendorState, transactionsViewState, transactionId, saveUpdates) {
|
|
43
|
-
var _a;
|
|
43
|
+
var _a, _b, _c;
|
|
44
44
|
const detail = (0, transactionSelector_1.getSupportedTransactionById)(transactionState, transactionId);
|
|
45
45
|
const tranDetail = (0, get_1.default)(transactionsViewState.transactionCategorizationView[selectedTab]
|
|
46
46
|
.transactionReviewLocalDataById, transactionId, undefined);
|
|
47
47
|
const tranVendorUpdates = (_a = tranDetail === null || tranDetail === void 0 ? void 0 : tranDetail.transactionReviewLocalData) === null || _a === void 0 ? void 0 : _a.vendorUpdates;
|
|
48
|
+
const tranCustomerUpdates = (_b = tranDetail === null || tranDetail === void 0 ? void 0 : tranDetail.transactionReviewLocalData) === null || _b === void 0 ? void 0 : _b.customerUpdates;
|
|
49
|
+
const tranSelectedEntity = (_c = tranDetail === null || tranDetail === void 0 ? void 0 : tranDetail.transactionReviewLocalData) === null || _c === void 0 ? void 0 : _c.selectedEntity;
|
|
48
50
|
let vendorUpdates = undefined;
|
|
49
|
-
if ((tranVendorUpdates === null || tranVendorUpdates === void 0 ? void 0 : tranVendorUpdates.qboId) != null
|
|
51
|
+
if ((tranVendorUpdates === null || tranVendorUpdates === void 0 ? void 0 : tranVendorUpdates.qboId) != null &&
|
|
52
|
+
tranSelectedEntity != null &&
|
|
53
|
+
tranSelectedEntity.type === 'vendor') {
|
|
50
54
|
const vendor = (0, vendorSelector_1.getVendorByVendorId)(vendorState, tranVendorUpdates.qboId);
|
|
51
55
|
if (vendor != null) {
|
|
52
56
|
vendorUpdates = {
|
|
@@ -61,8 +65,23 @@ function prepareTransactionPayload(selectedTab, transactionState, vendorState, t
|
|
|
61
65
|
};
|
|
62
66
|
}
|
|
63
67
|
}
|
|
68
|
+
let customerUpdates = undefined;
|
|
69
|
+
if (tranSelectedEntity != null && tranSelectedEntity.type === 'customer') {
|
|
70
|
+
if ((tranCustomerUpdates === null || tranCustomerUpdates === void 0 ? void 0 : tranCustomerUpdates.qboId) != null) {
|
|
71
|
+
customerUpdates = {
|
|
72
|
+
id: tranCustomerUpdates.qboId,
|
|
73
|
+
name: tranCustomerUpdates.name,
|
|
74
|
+
};
|
|
75
|
+
}
|
|
76
|
+
else {
|
|
77
|
+
customerUpdates = {
|
|
78
|
+
id: tranSelectedEntity.id,
|
|
79
|
+
name: tranSelectedEntity.name,
|
|
80
|
+
};
|
|
81
|
+
}
|
|
82
|
+
}
|
|
64
83
|
if (detail != null) {
|
|
65
|
-
const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, vendorUpdates);
|
|
84
|
+
const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, vendorUpdates, customerUpdates, tranSelectedEntity);
|
|
66
85
|
const entityUpdates = toEntityUpdatePayload(saveUpdates.entityRelatedUpdates);
|
|
67
86
|
return {
|
|
68
87
|
entity_related_updates: entityUpdates,
|
|
@@ -91,12 +110,10 @@ function preparePayload(selectedTab, transactionState, vendorState, transactions
|
|
|
91
110
|
return payload;
|
|
92
111
|
}
|
|
93
112
|
}
|
|
94
|
-
const toTransactionUpdatePayload = (updates, detail, vendorUpdates) => {
|
|
113
|
+
const toTransactionUpdatePayload = (updates, detail, vendorUpdates, customerUpdates, tranSelectedEntity) => {
|
|
95
114
|
var _a, _b;
|
|
96
115
|
const transaction = Object.assign({}, detail);
|
|
97
116
|
transaction.memo = (_a = updates.memo) !== null && _a !== void 0 ? _a : '';
|
|
98
|
-
transaction.vendorId = vendorUpdates === null || vendorUpdates === void 0 ? void 0 : vendorUpdates.id;
|
|
99
|
-
transaction.vendorName = vendorUpdates === null || vendorUpdates === void 0 ? void 0 : vendorUpdates.name;
|
|
100
117
|
const recommendationUpdates = {};
|
|
101
118
|
for (const key in updates.updatesByLineId) {
|
|
102
119
|
const lineUpdates = updates.updatesByLineId[key];
|
|
@@ -133,11 +150,17 @@ const toTransactionUpdatePayload = (updates, detail, vendorUpdates) => {
|
|
|
133
150
|
transaction.lines = newLineMap;
|
|
134
151
|
}
|
|
135
152
|
transaction.recommendations = recommendationUpdates;
|
|
153
|
+
// Added this check because now customer are also part of Expense,Journal Entry and Check type of transactions
|
|
136
154
|
if ((0, customerTransaction_1.isCustomerTransaction)(transaction)) {
|
|
137
155
|
return (0, customerTransactionPayload_1.toCustomerTransactionPayload)(transaction);
|
|
138
156
|
}
|
|
139
157
|
else if ((0, vendorTransaction_1.isVendorTransaction)(transaction)) {
|
|
140
|
-
|
|
158
|
+
if (tranSelectedEntity != null && tranSelectedEntity.type === 'customer') {
|
|
159
|
+
return (0, vendorTransactionPayload_1.toVendorTransactionWithCustomerPayload)(transaction, customerUpdates);
|
|
160
|
+
}
|
|
161
|
+
else {
|
|
162
|
+
return (0, vendorTransactionPayload_1.toVendorTransactionPayload)(transaction, vendorUpdates);
|
|
163
|
+
}
|
|
141
164
|
}
|
|
142
165
|
else if ((0, otherTransaction_1.isTransferTransaction)(transaction)) {
|
|
143
166
|
return (0, otherTransactionPayload_1.toTransferTransactionPayload)(transaction);
|
|
@@ -8,8 +8,8 @@ export declare const fetchAllExpenseAutomationTabs: import("@reduxjs/toolkit").A
|
|
|
8
8
|
}, "expenseAutomationView/fetchAllExpenseAutomationTabs", never, never>, updateCurrentSelectedPeriod: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[tenantId: string, newSelectedPeriod: MonthYearPeriod], {
|
|
9
9
|
newSelectedPeriod: MonthYearPeriod;
|
|
10
10
|
tenantId: string;
|
|
11
|
-
}, "expenseAutomationView/updateCurrentSelectedPeriod", never, never>, updateCurrentSelectedView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[newSelectedView: "transaction_categorization" | "je_schedules" | "
|
|
12
|
-
newSelectedView: "transaction_categorization" | "je_schedules" | "
|
|
11
|
+
}, "expenseAutomationView/updateCurrentSelectedPeriod", never, never>, updateCurrentSelectedView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[newSelectedView: "transaction_categorization" | "je_schedules" | "reconciliation" | "missing_receipts" | "flux_analysis" | "month_end_insights"], {
|
|
12
|
+
newSelectedView: "transaction_categorization" | "je_schedules" | "reconciliation" | "missing_receipts" | "flux_analysis" | "month_end_insights";
|
|
13
13
|
}, "expenseAutomationView/updateCurrentSelectedView", never, never>, clearExpenseAutomationView: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationView/clearExpenseAutomationView">, initializeSelectedPeriodForTenants: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
|
|
14
14
|
selectedPeriodByTenantId: Record<ID, MonthYearPeriod>;
|
|
15
15
|
}, "expenseAutomationView/initializeSelectedPeriodForTenants">, refreshExpenseAutomationCurrentTab: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"expenseAutomationView/refreshExpenseAutomationCurrentTab">;
|
|
@@ -22,11 +22,7 @@ const expenseAutomationView = (0, toolkit_1.createSlice)({
|
|
|
22
22
|
reducer() {
|
|
23
23
|
//do nothing
|
|
24
24
|
},
|
|
25
|
-
prepare(
|
|
26
|
-
// eslint-disable-next-line @typescript-eslint/no-inferrable-types
|
|
27
|
-
cacheOverride = false,
|
|
28
|
-
// eslint-disable-next-line @typescript-eslint/no-inferrable-types
|
|
29
|
-
refreshViewInBackground = false) {
|
|
25
|
+
prepare(cacheOverride = false, refreshViewInBackground = false) {
|
|
30
26
|
return {
|
|
31
27
|
payload: { cacheOverride, refreshViewInBackground },
|
|
32
28
|
};
|
|
@@ -11,6 +11,7 @@ const expenseAutomationViewSelectorTypes_1 = require("./selectorTypes/expenseAut
|
|
|
11
11
|
const fluxAnalysisViewSelector_1 = require("./selectors/fluxAnalysisViewSelector");
|
|
12
12
|
const jeSchedulesViewSelector_1 = require("./selectors/jeSchedulesViewSelector");
|
|
13
13
|
const missingReceiptsSelector_1 = require("./selectors/missingReceiptsSelector");
|
|
14
|
+
const reconciliationViewSelector_1 = require("./selectors/reconciliationViewSelector");
|
|
14
15
|
const transactionCategorizationSelector_1 = require("./selectors/transactionCategorizationSelector");
|
|
15
16
|
const isPreviousStepDisabled = (selectedTransactionCategorizationTab, allSteps, stepIndex, currentTenant, selectedPeriod, userAllowedToAccessMonthEndInsights, reportEmailSentDate, auditSummary) => {
|
|
16
17
|
if (stepIndex === 0) {
|
|
@@ -24,7 +25,7 @@ const isPreviousStepDisabled = (selectedTransactionCategorizationTab, allSteps,
|
|
|
24
25
|
};
|
|
25
26
|
function getExpenseAutomationView(state) {
|
|
26
27
|
var _a, _b, _c;
|
|
27
|
-
const { expenseAutomationViewState, tenantState, expenseAutomationMissingReceiptsViewState, expenseAutomationJESchedulesViewState, expenseAutomationTransactionsViewState, monthEndCloseChecksState, companyState, } = state;
|
|
28
|
+
const { expenseAutomationViewState, tenantState, expenseAutomationMissingReceiptsViewState, expenseAutomationJESchedulesViewState, expenseAutomationTransactionsViewState, expenseAutomationReconciliationViewState, monthEndCloseChecksState, companyState, } = state;
|
|
28
29
|
const { loggedInUser, currentTenantId } = tenantState;
|
|
29
30
|
const currentTenant = (0, tenantSelector_1.getCurrentTenant)(state);
|
|
30
31
|
const { currentSelectedView, selectedPeriodByTenantId } = expenseAutomationViewState;
|
|
@@ -42,9 +43,15 @@ function getExpenseAutomationView(state) {
|
|
|
42
43
|
const missingReceipts = (0, missingReceiptsSelector_1.getExpenseAutomationMissingReceiptsView)(state);
|
|
43
44
|
const fluxAnalysis = (0, fluxAnalysisViewSelector_1.getExpenseAutomationFluxAnalysisView)(state);
|
|
44
45
|
const monthEndInsights = (0, companyMonthEndReportViewSelector_1.getCompanyMonthEndReportSelectorView)(state, currentTenant.companyId, loggedInUser);
|
|
46
|
+
const reconciliation = (0, reconciliationViewSelector_1.getExpenseAutomationReconciliationView)(state);
|
|
45
47
|
const expenseAutomationTransactionsView = (0, transactionCategorizationSelector_1.getExpenseAutomationTransactionView)(state);
|
|
46
48
|
const jeSchedules = (0, jeSchedulesViewSelector_1.getExpenseAutomationJESchedulesView)(state);
|
|
47
49
|
switch (currentSelectedView) {
|
|
50
|
+
case 'reconciliation':
|
|
51
|
+
currentSelectedViewFetchState = reconciliation.fetchStatus;
|
|
52
|
+
currentSelectedViewBackgroundRefreshFetchState =
|
|
53
|
+
reconciliation.refreshStatus;
|
|
54
|
+
break;
|
|
48
55
|
case 'flux_analysis':
|
|
49
56
|
currentSelectedViewFetchState = fluxAnalysis.fetchStatus;
|
|
50
57
|
currentSelectedViewBackgroundRefreshFetchState =
|
|
@@ -90,6 +97,7 @@ function getExpenseAutomationView(state) {
|
|
|
90
97
|
expenseAutomationJESchedulesViewState,
|
|
91
98
|
monthEndCloseChecksView,
|
|
92
99
|
expenseAutomationTransactionsView,
|
|
100
|
+
expenseAutomationReconciliationViewState,
|
|
93
101
|
];
|
|
94
102
|
let allSteps = [];
|
|
95
103
|
let auditSummary = undefined;
|
|
@@ -122,6 +130,9 @@ function getExpenseAutomationView(state) {
|
|
|
122
130
|
? (0, monthEndCloseChecksViewSelector_1.isMonthEndInsightDisabled)(currentTenant, selectedPeriod, userAllowedToAccessMonthEndInsights, auditSummary)
|
|
123
131
|
: true });
|
|
124
132
|
return;
|
|
133
|
+
case 'reconciliation':
|
|
134
|
+
allStepsOriginal[index] = Object.assign(Object.assign({}, stepDetail), { completionStatus: reconciliation.completionStatus });
|
|
135
|
+
return;
|
|
125
136
|
case 'flux_analysis':
|
|
126
137
|
default:
|
|
127
138
|
allStepsOriginal[index] = Object.assign(Object.assign({}, stepDetail), { completionStatus: fluxAnalysis.completionStatus });
|
|
@@ -131,7 +142,10 @@ function getExpenseAutomationView(state) {
|
|
|
131
142
|
allSteps.forEach((stepDetail, index, allStepsOriginal) => {
|
|
132
143
|
allStepsOriginal[index] = Object.assign(Object.assign({}, stepDetail), { isNextDisabled: index === allStepsOriginal.length - 1
|
|
133
144
|
? allStepsOriginal[0].isDisabled
|
|
134
|
-
:
|
|
145
|
+
: stepDetail.step === 'reconciliation' &&
|
|
146
|
+
reconciliation.selectedTab === 'review'
|
|
147
|
+
? false
|
|
148
|
+
: allStepsOriginal[index + 1].isDisabled, isPrevDisabled: isPreviousStepDisabled(selectedTransactionCategorizationTab, allStepsOriginal, index, currentTenant, selectedPeriod, userAllowedToAccessMonthEndInsights, reportEmailSentDate, auditSummary) });
|
|
135
149
|
});
|
|
136
150
|
}
|
|
137
151
|
const reducedFetchStatus = (0, reduceFetchState_1.reduceAnyFetchState)(fetchStateVariables); // Add more states
|
|
@@ -146,6 +160,7 @@ function getExpenseAutomationView(state) {
|
|
|
146
160
|
jeSchedules,
|
|
147
161
|
transactionView: expenseAutomationTransactionsView,
|
|
148
162
|
missingReceipts,
|
|
163
|
+
reconciliation,
|
|
149
164
|
currentSelectedViewFetchState,
|
|
150
165
|
currentSelectedViewBackgroundRefreshFetchState,
|
|
151
166
|
fluxAnalysis,
|
|
@@ -1,7 +1,7 @@
|
|
|
1
1
|
import { FetchStateAndError, FetchedState, ID } from '../../commonStateTypes/common';
|
|
2
2
|
import { MonthYearPeriod } from '../../commonStateTypes/timePeriod';
|
|
3
|
-
export declare const EXPENSE_AUTOMATION_VIEW_TYPES: readonly ["transaction_categorization", "je_schedules", "
|
|
4
|
-
export declare const toExpenseAutomationViewType: (v: string) => "transaction_categorization" | "je_schedules" | "
|
|
3
|
+
export declare const EXPENSE_AUTOMATION_VIEW_TYPES: readonly ["transaction_categorization", "je_schedules", "reconciliation", "missing_receipts", "flux_analysis", "month_end_insights"];
|
|
4
|
+
export declare const toExpenseAutomationViewType: (v: string) => "transaction_categorization" | "je_schedules" | "reconciliation" | "missing_receipts" | "flux_analysis" | "month_end_insights";
|
|
5
5
|
export type ExpenseAutomationViewType = ReturnType<typeof toExpenseAutomationViewType>;
|
|
6
6
|
export interface ExpenseAutomationViewState extends FetchedState {
|
|
7
7
|
saveStatus: FetchStateAndError;
|
|
@@ -5,7 +5,7 @@ const stringToUnion_1 = require("../../commonStateTypes/stringToUnion");
|
|
|
5
5
|
exports.EXPENSE_AUTOMATION_VIEW_TYPES = [
|
|
6
6
|
'transaction_categorization',
|
|
7
7
|
'je_schedules',
|
|
8
|
-
'
|
|
8
|
+
'reconciliation',
|
|
9
9
|
'missing_receipts',
|
|
10
10
|
'flux_analysis',
|
|
11
11
|
'month_end_insights',
|
|
@@ -0,0 +1,7 @@
|
|
|
1
|
+
import { CurrencyPayload } from '../../../commonPayloadTypes/v2/viewAndReportPayloadv2';
|
|
2
|
+
import { ReconciliationDataPayload } from '../../../entity/accountRecon/accountReconPayload';
|
|
3
|
+
import { MatchedTransactionPayload } from '../../../entity/transaction/payloadTypes/reconciliationTransactionPayloads';
|
|
4
|
+
export declare const getAllReviewTransactionsFromReconcilePayload: (reconcilePayload: ReconciliationDataPayload[]) => {
|
|
5
|
+
allReconciledTransactions: MatchedTransactionPayload[];
|
|
6
|
+
currencyPayload: CurrencyPayload;
|
|
7
|
+
}[];
|
|
@@ -0,0 +1,18 @@
|
|
|
1
|
+
"use strict";
|
|
2
|
+
Object.defineProperty(exports, "__esModule", { value: true });
|
|
3
|
+
exports.getAllReviewTransactionsFromReconcilePayload = void 0;
|
|
4
|
+
const getAllReviewTransactionsFromReconcilePayload = (reconcilePayload) => {
|
|
5
|
+
const transactionsPerRecon = reconcilePayload.map((reconcile) => {
|
|
6
|
+
const allReconciledTransactions = [];
|
|
7
|
+
const currencyPayload = reconcile.currency;
|
|
8
|
+
reconcile.transactions.reconcile.forEach((reconciledTransaction) => {
|
|
9
|
+
allReconciledTransactions.push(reconciledTransaction);
|
|
10
|
+
});
|
|
11
|
+
return {
|
|
12
|
+
allReconciledTransactions,
|
|
13
|
+
currencyPayload,
|
|
14
|
+
};
|
|
15
|
+
});
|
|
16
|
+
return transactionsPerRecon;
|
|
17
|
+
};
|
|
18
|
+
exports.getAllReviewTransactionsFromReconcilePayload = getAllReviewTransactionsFromReconcilePayload;
|