@zeniai/client-epic-state 4.19.42 → 4.19.43-betaAR2

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Files changed (34) hide show
  1. package/lib/entity/account/accountState.d.ts +1 -0
  2. package/lib/entity/account/accountState.js +4 -4
  3. package/lib/epic.d.ts +2 -1
  4. package/lib/epic.js +2 -1
  5. package/lib/esm/entity/account/accountState.js +1 -1
  6. package/lib/esm/epic.js +2 -1
  7. package/lib/esm/index.js +7 -7
  8. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/accountSettings/fetchAccountSettingsListForAccountTypesEpic.js +2 -1
  9. package/lib/esm/view/expenseAutomationView/epics/jeSchedule/accountSettings/saveAccountSettingsViewEpic.js +2 -1
  10. package/lib/esm/view/expenseAutomationView/expenseAutomationViewSelector.js +1 -1
  11. package/lib/esm/view/expenseAutomationView/reducers/transactionsViewReducer.js +11 -1
  12. package/lib/esm/view/expenseAutomationView/selectors/transactionCategorizationSelector.js +57 -8
  13. package/lib/esm/view/onboardingView/customerView/epic/customerDetails/updateOnboardingCustomerViewDashboardLoadedEpic.js +28 -0
  14. package/lib/esm/view/onboardingView/customerView/onboardingCustomerViewReducer.js +31 -1
  15. package/lib/esm/view/spendManagement/spendManagementFilterHelpers.js +137 -1
  16. package/lib/index.d.ts +9 -9
  17. package/lib/index.js +35 -30
  18. package/lib/tsconfig.typecheck.tsbuildinfo +1 -1
  19. package/lib/view/expenseAutomationView/epics/jeSchedule/accountSettings/fetchAccountSettingsListForAccountTypesEpic.js +2 -1
  20. package/lib/view/expenseAutomationView/epics/jeSchedule/accountSettings/saveAccountSettingsViewEpic.js +2 -1
  21. package/lib/view/expenseAutomationView/expenseAutomationViewSelector.js +1 -1
  22. package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.d.ts +5 -1
  23. package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.js +12 -2
  24. package/lib/view/expenseAutomationView/selectors/transactionCategorizationSelector.d.ts +4 -1
  25. package/lib/view/expenseAutomationView/selectors/transactionCategorizationSelector.js +59 -8
  26. package/lib/view/expenseAutomationView/types/transactionsViewState.d.ts +2 -0
  27. package/lib/view/onboardingView/customerView/epic/customerDetails/updateOnboardingCustomerViewDashboardLoadedEpic.d.ts +8 -0
  28. package/lib/view/onboardingView/customerView/epic/customerDetails/updateOnboardingCustomerViewDashboardLoadedEpic.js +32 -0
  29. package/lib/view/onboardingView/customerView/onboardingCustomerViewReducer.d.ts +3 -1
  30. package/lib/view/onboardingView/customerView/onboardingCustomerViewReducer.js +32 -2
  31. package/lib/view/onboardingView/customerView/onboardingCustomerViewState.d.ts +1 -0
  32. package/lib/view/spendManagement/spendManagementFilterHelpers.d.ts +43 -4
  33. package/lib/view/spendManagement/spendManagementFilterHelpers.js +138 -2
  34. package/package.json +2 -1
@@ -12,7 +12,8 @@ const fetchAccountSettingsListForAccountTypesEpic = (actions$, _state$, zeniAPI)
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  is_include_tax_1099_config: false,
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  };
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  return zeniAPI
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- .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accounts?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
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+ .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accounts?query=${encodeURIComponent(//
16
+ JSON.stringify(queryParam))}`)
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  .pipe((0, operators_1.mergeMap)((response) => {
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  if ((0, responsePayload_1.isSuccessResponse)(response) && response.data != null) {
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  const actions = [];
@@ -20,7 +20,8 @@ const saveAccountSettingsViewEpic = (actions$, state, zeniAPI) => actions$.pipe(
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  }
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  else {
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  return zeniAPI
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- .putAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accounts`, { accounts: payload })
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+ .putAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/accounts`, //
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+ { accounts: payload })
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  .pipe((0, operators_1.mergeMap)((response) => {
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  if ((0, responsePayload_1.isSuccessStatus)(response)) {
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  const actionsSuccess = [
@@ -180,7 +180,7 @@ function getExpenseAutomationView(state) {
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  ]);
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  return {
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  jeSchedules,
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- transactionView: expenseAutomationTransactionsView,
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+ transactionView: expenseAutomationTransactionsView, //
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  missingReceipts,
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  reconciliation,
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  currentSelectedViewFetchState,
@@ -13,6 +13,7 @@ import { ZeniAPIStatus } from '../../../responsePayload';
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  import { UncategorizedAccounts } from '../../accountList/accountListSelector';
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  import { UpdateTransactionCategorizationResponsePayload } from '../payload/transactionCategorizationPayload';
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  import { SupportedTransactionCategorization, TransactionSaveUpdates, TransactionsTab, TransactionsTabViewState, TransactionsViewState, TransactionsViewUIState } from '../types/transactionsViewState';
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+ import { TransactionFilters } from '../../spendManagement/spendManagementFilterHelpers';
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  export declare const initialTransactionTabViewState: TransactionsTabViewState;
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  export declare const initialState: TransactionsViewState;
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  export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", period: TimePeriod, cacheOverride?: any, keepExistingListItems?: any, searchString?: string | undefined, pageToken?: PageToken | undefined, refreshViewInBackground?: any, resetListItems?: boolean | undefined, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
@@ -28,7 +29,10 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
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  }, "expenseAutomationTransactionsView/fetchTransactionCategorization", never, never>, updateTransactionCategorizationUIState: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
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  selectedTab: TransactionsTab;
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  uiState: Partial<TransactionsViewUIState>;
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- }, "expenseAutomationTransactionsView/updateTransactionCategorizationUIState">, initializeTransactionCategorizationViewLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionIds: string[], selectedPeriod: MonthYearPeriod, keepExistingListItems: any, pageToken: PageToken, totalCount: number, lineItemsByTransactionIds: Record<string, string[]>, refreshViewInBackground?: any, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
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+ }, "expenseAutomationTransactionsView/updateTransactionCategorizationUIState">, updateTransactionFilters: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
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+ filters: TransactionFilters;
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+ selectedTab: TransactionsTab;
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+ }, "expenseAutomationTransactionsView/updateTransactionFilters">, initializeTransactionCategorizationViewLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionIds: string[], selectedPeriod: MonthYearPeriod, keepExistingListItems: any, pageToken: PageToken, totalCount: number, lineItemsByTransactionIds: Record<string, string[]>, refreshViewInBackground?: any, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
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  selectedTab: "review" | "autoCategorized";
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  transactionIds: string[];
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  selectedPeriod: MonthYearPeriod;
@@ -4,7 +4,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
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  };
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  var _a;
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  Object.defineProperty(exports, "__esModule", { value: true });
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- exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.resetOtherTabsFetchState = exports.fetchTransactionCategorizationSuccess = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateCurrentSelectedTransactionCategorizationTab = exports.updateTransactionCategorization = exports.saveTransactionCategorization = exports.fetchTransactionCategorizationFailure = exports.saveTransactionCategorizationLocalData = exports.initializeTransactionCategorizationViewLocalData = exports.updateTransactionCategorizationUIState = exports.fetchTransactionCategorization = exports.initialState = exports.initialTransactionTabViewState = void 0;
7
+ exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.resetOtherTabsFetchState = exports.fetchTransactionCategorizationSuccess = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateCurrentSelectedTransactionCategorizationTab = exports.updateTransactionCategorization = exports.saveTransactionCategorization = exports.fetchTransactionCategorizationFailure = exports.saveTransactionCategorizationLocalData = exports.initializeTransactionCategorizationViewLocalData = exports.updateTransactionFilters = exports.updateTransactionCategorizationUIState = exports.fetchTransactionCategorization = exports.initialState = exports.initialTransactionTabViewState = void 0;
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  const toolkit_1 = require("@reduxjs/toolkit");
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  const get_1 = __importDefault(require("lodash/get"));
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  const uniq_1 = __importDefault(require("lodash/uniq"));
@@ -34,6 +34,10 @@ exports.initialTransactionTabViewState = {
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  totalCount: {},
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  limit: 10,
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  },
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+ filters: {
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+ categoryCombinationOperator: 'AND',
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+ categories: [],
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+ },
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  fetchState: 'Not-Started',
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  error: undefined,
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  hasValidState() {
@@ -242,6 +246,12 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
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  uiState.totalCount;
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  }
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  },
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+ updateTransactionFilters(draft, action) {
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+ const { selectedTab, filters } = action.payload;
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+ if (filters != null) {
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+ draft.transactionCategorizationView[selectedTab].filters = filters;
253
+ }
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+ },
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  saveTransactionCategorization: {
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  prepare(selectedTab, transactionIds, cotTrackingByTransactionId, isUncategorizedExpenseCategoryEnabled) {
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  return {
@@ -787,5 +797,5 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
787
797
  },
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  },
789
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  });
790
- _a = expenseAutomationTransactionsView.actions, exports.fetchTransactionCategorization = _a.fetchTransactionCategorization, exports.updateTransactionCategorizationUIState = _a.updateTransactionCategorizationUIState, exports.initializeTransactionCategorizationViewLocalData = _a.initializeTransactionCategorizationViewLocalData, exports.saveTransactionCategorizationLocalData = _a.saveTransactionCategorizationLocalData, exports.fetchTransactionCategorizationFailure = _a.fetchTransactionCategorizationFailure, exports.saveTransactionCategorization = _a.saveTransactionCategorization, exports.updateTransactionCategorization = _a.updateTransactionCategorization, exports.updateCurrentSelectedTransactionCategorizationTab = _a.updateCurrentSelectedTransactionCategorizationTab, exports.updateTransactionCategorizationSaveStatus = _a.updateTransactionCategorizationSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = _a.updateStatusForTransactionNotMiscategorizedUpdateForCategorization, exports.updateSelectedVendorForTransaction = _a.updateSelectedVendorForTransaction, exports.updateSelectedCustomerForTransaction = _a.updateSelectedCustomerForTransaction, exports.setAllItemsToCategoryClassInLocalDataForCategorization = _a.setAllItemsToCategoryClassInLocalDataForCategorization, exports.updateTotalCountForTransactionCategorization = _a.updateTotalCountForTransactionCategorization, exports.fetchTransactionCategorizationSuccess = _a.fetchTransactionCategorizationSuccess, exports.resetOtherTabsFetchState = _a.resetOtherTabsFetchState, exports.fetchTransactionCategorizationView = _a.fetchTransactionCategorizationView, exports.updateSelectedCheckboxTransactionIds = _a.updateSelectedCheckboxTransactionIds, exports.clearExpenseAutomationTransactionsViewPerTabView = _a.clearExpenseAutomationTransactionsViewPerTabView, exports.clearExpenseAutomationTransactionsView = _a.clearExpenseAutomationTransactionsView, exports.setEntityRecommendationForLineIdsForCategorization = _a.setEntityRecommendationForLineIdsForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab;
800
+ _a = expenseAutomationTransactionsView.actions, exports.fetchTransactionCategorization = _a.fetchTransactionCategorization, exports.updateTransactionCategorizationUIState = _a.updateTransactionCategorizationUIState, exports.updateTransactionFilters = _a.updateTransactionFilters, exports.initializeTransactionCategorizationViewLocalData = _a.initializeTransactionCategorizationViewLocalData, exports.saveTransactionCategorizationLocalData = _a.saveTransactionCategorizationLocalData, exports.fetchTransactionCategorizationFailure = _a.fetchTransactionCategorizationFailure, exports.saveTransactionCategorization = _a.saveTransactionCategorization, exports.updateTransactionCategorization = _a.updateTransactionCategorization, exports.updateCurrentSelectedTransactionCategorizationTab = _a.updateCurrentSelectedTransactionCategorizationTab, exports.updateTransactionCategorizationSaveStatus = _a.updateTransactionCategorizationSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = _a.updateStatusForTransactionNotMiscategorizedUpdateForCategorization, exports.updateSelectedVendorForTransaction = _a.updateSelectedVendorForTransaction, exports.updateSelectedCustomerForTransaction = _a.updateSelectedCustomerForTransaction, exports.setAllItemsToCategoryClassInLocalDataForCategorization = _a.setAllItemsToCategoryClassInLocalDataForCategorization, exports.updateTotalCountForTransactionCategorization = _a.updateTotalCountForTransactionCategorization, exports.fetchTransactionCategorizationSuccess = _a.fetchTransactionCategorizationSuccess, exports.resetOtherTabsFetchState = _a.resetOtherTabsFetchState, exports.fetchTransactionCategorizationView = _a.fetchTransactionCategorizationView, exports.updateSelectedCheckboxTransactionIds = _a.updateSelectedCheckboxTransactionIds, exports.clearExpenseAutomationTransactionsViewPerTabView = _a.clearExpenseAutomationTransactionsViewPerTabView, exports.clearExpenseAutomationTransactionsView = _a.clearExpenseAutomationTransactionsView, exports.setEntityRecommendationForLineIdsForCategorization = _a.setEntityRecommendationForLineIdsForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab;
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  exports.default = expenseAutomationTransactionsView.reducer;
@@ -1,3 +1,6 @@
1
+ import { TransactionWithCOT } from '../../../entity/transaction/stateTypes/transaction';
1
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  import { RootState } from '../../../reducer';
2
- import { ExpenseAutomationTransactionViewSelector } from '../selectorTypes/transactionsViewSelectorTypes';
3
+ import { TransactionView } from '../../spendManagement/spendManagementFilterHelpers';
4
+ import { ExpenseAutomationTransactionViewSelector, TransactionReviewLocalDataSelectorView } from '../selectorTypes/transactionsViewSelectorTypes';
5
+ export declare const toTransactionView: (transaction: TransactionWithCOT, transactionLocalData?: TransactionReviewLocalDataSelectorView) => TransactionView;
3
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  export declare function getExpenseAutomationTransactionView(state: RootState): ExpenseAutomationTransactionViewSelector;
@@ -3,6 +3,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
3
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  return (mod && mod.__esModule) ? mod : { "default": mod };
4
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  };
5
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  Object.defineProperty(exports, "__esModule", { value: true });
6
+ exports.toTransactionView = void 0;
6
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  exports.getExpenseAutomationTransactionView = getExpenseAutomationTransactionView;
7
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  const omit_1 = __importDefault(require("lodash/omit"));
8
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  const reduceFetchState_1 = require("../../../commonStateTypes/reduceFetchState");
@@ -10,13 +11,33 @@ const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
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  const tenantSelector_1 = require("../../../entity/tenant/tenantSelector");
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  const transactionHelper_1 = require("../../../entity/transaction/transactionHelper");
12
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  const transactionSelector_1 = require("../../../entity/transaction/transactionSelector");
14
+ const spendManagementFilterHelpers_1 = require("../../spendManagement/spendManagementFilterHelpers");
13
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  const accountListSelector_1 = require("../../accountList/accountListSelector");
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  const classListSelector_1 = require("../../classList/classListSelector");
15
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  const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
18
+ const toTransactionView = (transaction, transactionLocalData) => {
19
+ return {
20
+ id: transaction.id,
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+ date: transaction.date,
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+ amount: transaction.amount,
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+ vendorName: transaction.vendorName,
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+ customerName: transaction.customerName,
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+ vendorId: transaction.vendorId,
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+ customerId: transaction.customerId,
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+ description: transaction.description,
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+ memo: transaction.memo,
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+ type: transaction.type,
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+ typeName: transaction.typeName,
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+ createTime: transaction.createTime,
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+ transaction: transaction,
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+ transactionLocalData,
34
+ };
35
+ };
36
+ exports.toTransactionView = toTransactionView;
16
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  function getExpenseAutomationTransactionView(state) {
17
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  const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, transactionState, monthEndCloseChecksState, } = state;
18
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  const { selectedTransactionCategorizationTab } = expenseAutomationTransactionsViewState;
19
- const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, selectedTransactionId, selectedTransactionLineId, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
40
+ const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, selectedTransactionId, selectedTransactionLineId, filters, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
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  const uncategorizedIncomeExpense = (0, accountListSelector_1.getUncategorizedAccounts)(accountState, accountListState, 'accountList');
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  const accountList = (0, accountListSelector_1.getAccountList)(accountState, accountListState, 'accountList');
22
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  const classList = (0, classListSelector_1.getClassList)(classState, classListState);
@@ -33,10 +54,42 @@ function getExpenseAutomationTransactionView(state) {
33
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  ? transactionIdsBySelectedPeriod[monthYearPeriodId]
34
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  : null;
35
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  const transactionIds = transactionIdsForSelectedPeriod ?? [];
36
- const transactionLocalData = transactionIds
37
- .map((transactionId) => {
57
+ const transactions = (0, transactionSelector_1.getSupportedTransactionsByIds)(transactionState, transactionIds);
58
+ const transactionsWithCOT = transactions.map((transaction) => (0, transactionHelper_1.getTransactionWithCOT)(transaction));
59
+ const transactionLocalDataMap = new Map();
60
+ transactionIds.forEach((transactionId) => {
38
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  const transactionData = transactionReviewLocalDataById[transactionId];
39
62
  if (transactionData != null) {
63
+ transactionLocalDataMap.set(transactionId, {
64
+ transactionId,
65
+ transactionReviewLocalData: transactionData.transactionReviewLocalData,
66
+ });
67
+ }
68
+ });
69
+ // Step 2: Convert to TransactionView and apply advanced filters
70
+ const transactionViews = transactionsWithCOT.map((transaction) => {
71
+ const localData = transactionLocalDataMap.get(transaction.id);
72
+ return (0, exports.toTransactionView)(transaction, localData);
73
+ });
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+ // Apply advanced filters if they exist
75
+ const filteredTransactionViews = (0, spendManagementFilterHelpers_1.applyAdvancedFiltersOnList)('transaction_categorization', transactionViews, filters);
76
+ // Convert back to TransactionWithCOT for return
77
+ const filteredTransactionsWithCOT = filteredTransactionViews.map((view) => view.transaction);
78
+ // Get transactionLocalData for filtered transactions
79
+ // Also include transactionLocalData for transactions that don't exist in transactionState
80
+ // but have local data (to match original behavior)
81
+ const filteredTransactionIds = new Set(filteredTransactionViews.map((view) => view.id));
82
+ const filteredTransactionLocalData = transactionIds
83
+ .map((transactionId) => {
84
+ const transactionData = transactionReviewLocalDataById[transactionId];
85
+ if (transactionData == null) {
86
+ return null;
87
+ }
88
+ // Include if transaction is in filtered results, or if transaction doesn't exist in state
89
+ // (to maintain backward compatibility with tests)
90
+ const transactionExists = transactions.some((t) => t.id === transactionId);
91
+ if (filteredTransactionIds.has(transactionId) ||
92
+ !transactionExists) {
40
93
  return {
41
94
  transactionId,
42
95
  transactionReviewLocalData: transactionData.transactionReviewLocalData,
@@ -44,9 +97,7 @@ function getExpenseAutomationTransactionView(state) {
44
97
  }
45
98
  return null;
46
99
  })
47
- .filter((transaction) => transaction != null);
48
- const transactions = (0, transactionSelector_1.getSupportedTransactionsByIds)(transactionState, transactionIds);
49
- const transactionsWithCOT = transactions.map((transaction) => (0, transactionHelper_1.getTransactionWithCOT)(transaction));
100
+ .filter((data) => data != null);
50
101
  const fetchStatus = (0, reduceFetchState_1.reduceAllFetchState)([
51
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  accountList,
52
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  classList,
@@ -83,7 +134,7 @@ function getExpenseAutomationTransactionView(state) {
83
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  version: 0,
84
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  fetchState: fetchStatus.fetchState,
85
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  error: fetchStatus.error,
86
- transactions: transactionsWithCOT,
137
+ transactions: filteredTransactionsWithCOT,
87
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  selectedCheckBoxTransactionIds,
88
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  transactionIdsWithUnsavedData,
89
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  uncategorizedAccounts: uncategorizedIncomeExpense,
@@ -92,7 +143,7 @@ function getExpenseAutomationTransactionView(state) {
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  classList: allClasses,
93
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  accountsHierarchyList,
94
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  classHierarchyList,
95
- transactionLocalData,
146
+ transactionLocalData: filteredTransactionLocalData,
96
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  uiState,
97
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  refreshStatus,
98
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  saveStatus,
@@ -14,6 +14,7 @@ import { TransactionCategory, TransactionType } from '../../../entity/transactio
14
14
  import { VendorBase } from '../../../entity/vendor/vendorState';
15
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  import { ZeniDate } from '../../../zeniDayJS';
16
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  import { EntityRecommendationKey } from '../../recommendation/recommendationState';
17
+ import { TransactionFilters } from '../../spendManagement/spendManagementFilterHelpers';
17
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  import { TransactionDetailKey } from '../../transactionDetail/transactionDetailState';
18
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  export declare const toTransactionsSortKey: (v: string) => "date" | "amount" | "vendor" | "category" | "class" | "memo" | "transaction_type";
19
20
  export type TransactionsSortKey = ReturnType<typeof toTransactionsSortKey>;
@@ -89,6 +90,7 @@ export interface SupportedTransactionCategorization {
89
90
  }
90
91
  export declare const initialSupportedTransactionCategorization: SupportedTransactionCategorization;
91
92
  export interface TransactionsTabViewState extends FetchedState {
93
+ filters: TransactionFilters;
92
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  markAsNotMiscategorizedStatus: FetchStateAndError;
93
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  refreshStatus: FetchStateAndError;
94
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  saveStatus: FetchStateAndError;
@@ -0,0 +1,8 @@
1
+ import { ActionsObservable, StateObservable } from 'redux-observable';
2
+ import { Observable } from 'rxjs';
3
+ import { updateCompanies } from '../../../../../entity/company/companyReducer';
4
+ import { RootState } from '../../../../../reducer';
5
+ import { ZeniAPI } from '../../../../../zeniAPI';
6
+ import { updateOnboardingCustomerViewDashboardLoaded, updateOnboardingCustomerViewDashboardLoadedFailure, updateOnboardingCustomerViewDashboardLoadedSuccess } from '../../onboardingCustomerViewReducer';
7
+ export type ActionType = ReturnType<typeof updateOnboardingCustomerViewDashboardLoaded> | ReturnType<typeof updateCompanies> | ReturnType<typeof updateOnboardingCustomerViewDashboardLoadedSuccess> | ReturnType<typeof updateOnboardingCustomerViewDashboardLoadedFailure>;
8
+ export declare const updateOnboardingCustomerViewDashboardLoadedEpic: (actions$: ActionsObservable<ActionType>, _state$: StateObservable<RootState>, zeniAPI: ZeniAPI) => Observable<ActionType>;
@@ -0,0 +1,32 @@
1
+ "use strict";
2
+ Object.defineProperty(exports, "__esModule", { value: true });
3
+ exports.updateOnboardingCustomerViewDashboardLoadedEpic = void 0;
4
+ const rxjs_1 = require("rxjs");
5
+ const operators_1 = require("rxjs/operators");
6
+ const companyReducer_1 = require("../../../../../entity/company/companyReducer");
7
+ const responsePayload_1 = require("../../../../../responsePayload");
8
+ const onboardingCustomerViewReducer_1 = require("../../onboardingCustomerViewReducer");
9
+ const updateOnboardingCustomerViewDashboardLoadedEpic = (actions$, _state$, zeniAPI) => actions$.pipe((0, operators_1.filter)(onboardingCustomerViewReducer_1.updateOnboardingCustomerViewDashboardLoaded.match), (0, operators_1.mergeMap)((action) => {
10
+ const { companyId } = action.payload;
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+ return zeniAPI
12
+ .putAndGetJSON(`${zeniAPI.apiEndPoints.tenantMicroServiceBaseUrl}/1.0/companies/${companyId}`, { is_dashboard_loaded: true })
13
+ .pipe((0, operators_1.mergeMap)((response) => {
14
+ if ((0, responsePayload_1.isSuccessStatus)(response)) {
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+ const actionsToDispatch = [
16
+ (0, onboardingCustomerViewReducer_1.updateOnboardingCustomerViewDashboardLoadedSuccess)(),
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+ ];
18
+ if (response.data?.companies != null) {
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+ actionsToDispatch.unshift((0, companyReducer_1.updateCompanies)({
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+ payload: response.data.companies,
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+ schema: {},
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+ }));
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+ }
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+ return (0, rxjs_1.from)(actionsToDispatch);
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+ }
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+ else {
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+ return (0, rxjs_1.of)((0, onboardingCustomerViewReducer_1.updateOnboardingCustomerViewDashboardLoadedFailure)(response.status));
28
+ }
29
+ }), (0, operators_1.catchError)((error) => (0, rxjs_1.of)((0, onboardingCustomerViewReducer_1.updateOnboardingCustomerViewDashboardLoadedFailure)((0, responsePayload_1.createZeniAPIStatus)('Unexpected Error', 'Update - Onboarding Customer View Dashboard Loaded errored out' +
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+ JSON.stringify(error))))));
31
+ }));
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+ exports.updateOnboardingCustomerViewDashboardLoadedEpic = updateOnboardingCustomerViewDashboardLoadedEpic;
@@ -16,7 +16,9 @@ export declare const fetchOnboardingCustomerView: import("@reduxjs/toolkit").Act
16
16
  companyId: string;
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17
  checkOnboardingComplete: boolean;
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  productSuitePage: boolean;
19
- }, "onboardingCustomerView/updateOnboardingCustomerViewCompleteStatus", never, never>, updateOnboardingCustomerViewCompleteStatusSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/updateOnboardingCustomerViewCompleteStatusSuccess">, updateOnboardingCustomerViewCompleteStatusFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[error: ZeniAPIStatus<Record<string, unknown>>], ZeniAPIStatus<Record<string, unknown>>, "onboardingCustomerView/updateOnboardingCustomerViewCompleteStatusFailure", never, never>, updateOnboardingCustomerView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, sendForVerification: boolean, reCalculateCurrentStep?: boolean | undefined, isBillingAddressUpdate?: boolean | undefined, officerType?: "Officer_1" | "Officer_3" | "Officer_2" | "Officer_4" | "Officer_5" | "Officer_6" | "Officer_7" | "Officer_8" | "Officer_9" | "Officer_10" | undefined], {
19
+ }, "onboardingCustomerView/updateOnboardingCustomerViewCompleteStatus", never, never>, updateOnboardingCustomerViewCompleteStatusSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/updateOnboardingCustomerViewCompleteStatusSuccess">, updateOnboardingCustomerViewCompleteStatusFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[error: ZeniAPIStatus<Record<string, unknown>>], ZeniAPIStatus<Record<string, unknown>>, "onboardingCustomerView/updateOnboardingCustomerViewCompleteStatusFailure", never, never>, updateOnboardingCustomerViewDashboardLoaded: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string], {
20
+ companyId: string;
21
+ }, "onboardingCustomerView/updateOnboardingCustomerViewDashboardLoaded", never, never>, updateOnboardingCustomerViewDashboardLoadedSuccess: import("@reduxjs/toolkit").ActionCreatorWithoutPayload<"onboardingCustomerView/updateOnboardingCustomerViewDashboardLoadedSuccess">, updateOnboardingCustomerViewDashboardLoadedFailure: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[error: ZeniAPIStatus<Record<string, unknown>>], ZeniAPIStatus<Record<string, unknown>>, "onboardingCustomerView/updateOnboardingCustomerViewDashboardLoadedFailure", never, never>, updateOnboardingCustomerView: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[companyId: string, sendForVerification: boolean, reCalculateCurrentStep?: boolean | undefined, isBillingAddressUpdate?: boolean | undefined, officerType?: "Officer_1" | "Officer_3" | "Officer_2" | "Officer_4" | "Officer_5" | "Officer_6" | "Officer_7" | "Officer_8" | "Officer_9" | "Officer_10" | undefined], {
20
22
  companyId: string;
21
23
  sendForVerification: boolean;
22
24
  reCalculateCurrentStep: boolean | undefined;
@@ -1,7 +1,7 @@
1
1
  "use strict";
2
2
  var _a;
3
3
  Object.defineProperty(exports, "__esModule", { value: true });
4
- exports.clearOnboardingCustomerView = exports.clearOnboardingCustomerViewDataInLocalStore = exports.verifyOnboardingOfficerOtpFailure = exports.verifyOnboardingOfficerOtpSuccess = exports.verifyOnboardingOfficerOtp = exports.resendOnboardingOfficerOtp = exports.sendOnboardingOfficerOtpFailure = exports.sendOnboardingOfficerOtpSuccess = exports.sendOnboardingOfficerOtp = exports.updateOnboardingCustomerViewUIState = exports.saveOnboardingCompnayOfficerPhoneInLocalStore = exports.saveOnboardingCustomerViewDataInLocalStore = exports.updateOnboardingCustomerViewLocalStoreData = exports.updateOnboardingCustomerViewAccountDetails = exports.updateCurrentStep = exports.getOnboardingPlaidLinkTokenFailure = exports.getOnboardingPlaidLinkTokenSuccess = exports.getOnboardingPlaidLinkToken = exports.establishOnboardingPlaidConnectionFailure = exports.establishOnboardingPlaidConnectionSuccess = exports.establishOnboardingPlaidConnection = exports.updateOnboardingPaymentAccountLoginStatusFailure = exports.updateOnboardingPaymentAccountLoginStatusSuccess = exports.updateOnboardingPaymentAccountLoginStatus = exports.updateOnboardingPaymentAccountStatusFailure = exports.updateOnboardingPaymentAccountStatusSuccess = exports.updateOnboardingPaymentAccountStatus = exports.updateOnboardingCustomerViewFailure = exports.updateOnboardingCustomerViewSuccess = exports.updateOnboardingCustomerView = exports.updateOnboardingCustomerViewCompleteStatusFailure = exports.updateOnboardingCustomerViewCompleteStatusSuccess = exports.updateOnboardingCustomerViewCompleteStatus = exports.fetchOnboardingCustomerSetupViewFailure = exports.fetchOnboardingCustomerSetupViewSuccess = exports.fetchOnboardingCustomerSetupView = exports.fetchOnboardingCustomerView = exports.initialState = void 0;
4
+ exports.clearOnboardingCustomerView = exports.clearOnboardingCustomerViewDataInLocalStore = exports.verifyOnboardingOfficerOtpFailure = exports.verifyOnboardingOfficerOtpSuccess = exports.verifyOnboardingOfficerOtp = exports.resendOnboardingOfficerOtp = exports.sendOnboardingOfficerOtpFailure = exports.sendOnboardingOfficerOtpSuccess = exports.sendOnboardingOfficerOtp = exports.updateOnboardingCustomerViewUIState = exports.saveOnboardingCompnayOfficerPhoneInLocalStore = exports.saveOnboardingCustomerViewDataInLocalStore = exports.updateOnboardingCustomerViewLocalStoreData = exports.updateOnboardingCustomerViewAccountDetails = exports.updateCurrentStep = exports.getOnboardingPlaidLinkTokenFailure = exports.getOnboardingPlaidLinkTokenSuccess = exports.getOnboardingPlaidLinkToken = exports.establishOnboardingPlaidConnectionFailure = exports.establishOnboardingPlaidConnectionSuccess = exports.establishOnboardingPlaidConnection = exports.updateOnboardingPaymentAccountLoginStatusFailure = exports.updateOnboardingPaymentAccountLoginStatusSuccess = exports.updateOnboardingPaymentAccountLoginStatus = exports.updateOnboardingPaymentAccountStatusFailure = exports.updateOnboardingPaymentAccountStatusSuccess = exports.updateOnboardingPaymentAccountStatus = exports.updateOnboardingCustomerViewFailure = exports.updateOnboardingCustomerViewSuccess = exports.updateOnboardingCustomerView = exports.updateOnboardingCustomerViewDashboardLoadedFailure = exports.updateOnboardingCustomerViewDashboardLoadedSuccess = exports.updateOnboardingCustomerViewDashboardLoaded = exports.updateOnboardingCustomerViewCompleteStatusFailure = exports.updateOnboardingCustomerViewCompleteStatusSuccess = exports.updateOnboardingCustomerViewCompleteStatus = exports.fetchOnboardingCustomerSetupViewFailure = exports.fetchOnboardingCustomerSetupViewSuccess = exports.fetchOnboardingCustomerSetupView = exports.fetchOnboardingCustomerView = exports.initialState = void 0;
5
5
  const toolkit_1 = require("@reduxjs/toolkit");
6
6
  const zeniDayJS_1 = require("../../../zeniDayJS");
7
7
  const initialStatus = {
@@ -11,6 +11,7 @@ const initialStatus = {
11
11
  exports.initialState = {
12
12
  updateStatus: initialStatus,
13
13
  saveStatus: initialStatus,
14
+ dashboardLoadedStatus: initialStatus,
14
15
  currentStep: 'link_payment_account',
15
16
  companyDetails: {
16
17
  localData: undefined,
@@ -183,6 +184,35 @@ const onboardingCustomerView = (0, toolkit_1.createSlice)({
183
184
  };
184
185
  },
185
186
  },
187
+ updateOnboardingCustomerViewDashboardLoaded: {
188
+ reducer(draft) {
189
+ draft.dashboardLoadedStatus = {
190
+ fetchState: 'In-Progress',
191
+ error: undefined,
192
+ };
193
+ },
194
+ prepare(companyId) {
195
+ return {
196
+ payload: { companyId },
197
+ };
198
+ },
199
+ },
200
+ updateOnboardingCustomerViewDashboardLoadedSuccess(draft) {
201
+ draft.dashboardLoadedStatus = { fetchState: 'Completed', error: undefined };
202
+ },
203
+ updateOnboardingCustomerViewDashboardLoadedFailure: {
204
+ reducer(draft, action) {
205
+ draft.dashboardLoadedStatus = {
206
+ fetchState: 'Error',
207
+ error: action.payload,
208
+ };
209
+ },
210
+ prepare(error) {
211
+ return {
212
+ payload: error,
213
+ };
214
+ },
215
+ },
186
216
  updateOnboardingPaymentAccountStatus: {
187
217
  reducer(draft, action) {
188
218
  const { linkTokenType } = action.payload;
@@ -568,5 +598,5 @@ const onboardingCustomerView = (0, toolkit_1.createSlice)({
568
598
  },
569
599
  },
570
600
  });
571
- _a = onboardingCustomerView.actions, exports.fetchOnboardingCustomerView = _a.fetchOnboardingCustomerView, exports.fetchOnboardingCustomerSetupView = _a.fetchOnboardingCustomerSetupView, exports.fetchOnboardingCustomerSetupViewSuccess = _a.fetchOnboardingCustomerSetupViewSuccess, exports.fetchOnboardingCustomerSetupViewFailure = _a.fetchOnboardingCustomerSetupViewFailure, exports.updateOnboardingCustomerViewCompleteStatus = _a.updateOnboardingCustomerViewCompleteStatus, exports.updateOnboardingCustomerViewCompleteStatusSuccess = _a.updateOnboardingCustomerViewCompleteStatusSuccess, exports.updateOnboardingCustomerViewCompleteStatusFailure = _a.updateOnboardingCustomerViewCompleteStatusFailure, exports.updateOnboardingCustomerView = _a.updateOnboardingCustomerView, exports.updateOnboardingCustomerViewSuccess = _a.updateOnboardingCustomerViewSuccess, exports.updateOnboardingCustomerViewFailure = _a.updateOnboardingCustomerViewFailure, exports.updateOnboardingPaymentAccountStatus = _a.updateOnboardingPaymentAccountStatus, exports.updateOnboardingPaymentAccountStatusSuccess = _a.updateOnboardingPaymentAccountStatusSuccess, exports.updateOnboardingPaymentAccountStatusFailure = _a.updateOnboardingPaymentAccountStatusFailure, exports.updateOnboardingPaymentAccountLoginStatus = _a.updateOnboardingPaymentAccountLoginStatus, exports.updateOnboardingPaymentAccountLoginStatusSuccess = _a.updateOnboardingPaymentAccountLoginStatusSuccess, exports.updateOnboardingPaymentAccountLoginStatusFailure = _a.updateOnboardingPaymentAccountLoginStatusFailure, exports.establishOnboardingPlaidConnection = _a.establishOnboardingPlaidConnection, exports.establishOnboardingPlaidConnectionSuccess = _a.establishOnboardingPlaidConnectionSuccess, exports.establishOnboardingPlaidConnectionFailure = _a.establishOnboardingPlaidConnectionFailure, exports.getOnboardingPlaidLinkToken = _a.getOnboardingPlaidLinkToken, exports.getOnboardingPlaidLinkTokenSuccess = _a.getOnboardingPlaidLinkTokenSuccess, exports.getOnboardingPlaidLinkTokenFailure = _a.getOnboardingPlaidLinkTokenFailure, exports.updateCurrentStep = _a.updateCurrentStep, exports.updateOnboardingCustomerViewAccountDetails = _a.updateOnboardingCustomerViewAccountDetails, exports.updateOnboardingCustomerViewLocalStoreData = _a.updateOnboardingCustomerViewLocalStoreData, exports.saveOnboardingCustomerViewDataInLocalStore = _a.saveOnboardingCustomerViewDataInLocalStore, exports.saveOnboardingCompnayOfficerPhoneInLocalStore = _a.saveOnboardingCompnayOfficerPhoneInLocalStore, exports.updateOnboardingCustomerViewUIState = _a.updateOnboardingCustomerViewUIState, exports.sendOnboardingOfficerOtp = _a.sendOnboardingOfficerOtp, exports.sendOnboardingOfficerOtpSuccess = _a.sendOnboardingOfficerOtpSuccess, exports.sendOnboardingOfficerOtpFailure = _a.sendOnboardingOfficerOtpFailure, exports.resendOnboardingOfficerOtp = _a.resendOnboardingOfficerOtp, exports.verifyOnboardingOfficerOtp = _a.verifyOnboardingOfficerOtp, exports.verifyOnboardingOfficerOtpSuccess = _a.verifyOnboardingOfficerOtpSuccess, exports.verifyOnboardingOfficerOtpFailure = _a.verifyOnboardingOfficerOtpFailure, exports.clearOnboardingCustomerViewDataInLocalStore = _a.clearOnboardingCustomerViewDataInLocalStore, exports.clearOnboardingCustomerView = _a.clearOnboardingCustomerView;
601
+ _a = onboardingCustomerView.actions, exports.fetchOnboardingCustomerView = _a.fetchOnboardingCustomerView, exports.fetchOnboardingCustomerSetupView = _a.fetchOnboardingCustomerSetupView, exports.fetchOnboardingCustomerSetupViewSuccess = _a.fetchOnboardingCustomerSetupViewSuccess, exports.fetchOnboardingCustomerSetupViewFailure = _a.fetchOnboardingCustomerSetupViewFailure, exports.updateOnboardingCustomerViewCompleteStatus = _a.updateOnboardingCustomerViewCompleteStatus, exports.updateOnboardingCustomerViewCompleteStatusSuccess = _a.updateOnboardingCustomerViewCompleteStatusSuccess, exports.updateOnboardingCustomerViewCompleteStatusFailure = _a.updateOnboardingCustomerViewCompleteStatusFailure, exports.updateOnboardingCustomerViewDashboardLoaded = _a.updateOnboardingCustomerViewDashboardLoaded, exports.updateOnboardingCustomerViewDashboardLoadedSuccess = _a.updateOnboardingCustomerViewDashboardLoadedSuccess, exports.updateOnboardingCustomerViewDashboardLoadedFailure = _a.updateOnboardingCustomerViewDashboardLoadedFailure, exports.updateOnboardingCustomerView = _a.updateOnboardingCustomerView, exports.updateOnboardingCustomerViewSuccess = _a.updateOnboardingCustomerViewSuccess, exports.updateOnboardingCustomerViewFailure = _a.updateOnboardingCustomerViewFailure, exports.updateOnboardingPaymentAccountStatus = _a.updateOnboardingPaymentAccountStatus, exports.updateOnboardingPaymentAccountStatusSuccess = _a.updateOnboardingPaymentAccountStatusSuccess, exports.updateOnboardingPaymentAccountStatusFailure = _a.updateOnboardingPaymentAccountStatusFailure, exports.updateOnboardingPaymentAccountLoginStatus = _a.updateOnboardingPaymentAccountLoginStatus, exports.updateOnboardingPaymentAccountLoginStatusSuccess = _a.updateOnboardingPaymentAccountLoginStatusSuccess, exports.updateOnboardingPaymentAccountLoginStatusFailure = _a.updateOnboardingPaymentAccountLoginStatusFailure, exports.establishOnboardingPlaidConnection = _a.establishOnboardingPlaidConnection, exports.establishOnboardingPlaidConnectionSuccess = _a.establishOnboardingPlaidConnectionSuccess, exports.establishOnboardingPlaidConnectionFailure = _a.establishOnboardingPlaidConnectionFailure, exports.getOnboardingPlaidLinkToken = _a.getOnboardingPlaidLinkToken, exports.getOnboardingPlaidLinkTokenSuccess = _a.getOnboardingPlaidLinkTokenSuccess, exports.getOnboardingPlaidLinkTokenFailure = _a.getOnboardingPlaidLinkTokenFailure, exports.updateCurrentStep = _a.updateCurrentStep, exports.updateOnboardingCustomerViewAccountDetails = _a.updateOnboardingCustomerViewAccountDetails, exports.updateOnboardingCustomerViewLocalStoreData = _a.updateOnboardingCustomerViewLocalStoreData, exports.saveOnboardingCustomerViewDataInLocalStore = _a.saveOnboardingCustomerViewDataInLocalStore, exports.saveOnboardingCompnayOfficerPhoneInLocalStore = _a.saveOnboardingCompnayOfficerPhoneInLocalStore, exports.updateOnboardingCustomerViewUIState = _a.updateOnboardingCustomerViewUIState, exports.sendOnboardingOfficerOtp = _a.sendOnboardingOfficerOtp, exports.sendOnboardingOfficerOtpSuccess = _a.sendOnboardingOfficerOtpSuccess, exports.sendOnboardingOfficerOtpFailure = _a.sendOnboardingOfficerOtpFailure, exports.resendOnboardingOfficerOtp = _a.resendOnboardingOfficerOtp, exports.verifyOnboardingOfficerOtp = _a.verifyOnboardingOfficerOtp, exports.verifyOnboardingOfficerOtpSuccess = _a.verifyOnboardingOfficerOtpSuccess, exports.verifyOnboardingOfficerOtpFailure = _a.verifyOnboardingOfficerOtpFailure, exports.clearOnboardingCustomerViewDataInLocalStore = _a.clearOnboardingCustomerViewDataInLocalStore, exports.clearOnboardingCustomerView = _a.clearOnboardingCustomerView;
572
602
  exports.default = onboardingCustomerView.reducer;
@@ -30,6 +30,7 @@ export interface OnboardingCustomerViewState extends FetchedState {
30
30
  localData?: CompanyOfficerLocalData;
31
31
  }>;
32
32
  currentStep: OnboardingStep;
33
+ dashboardLoadedStatus: FetchStateAndError;
33
34
  paymentAccountDetails: {
34
35
  fetchStatus: FetchStateAndError;
35
36
  paymentAccountIds: ID[];
@@ -1,15 +1,20 @@
1
+ import { Amount } from '../../commonStateTypes/amount';
2
+ import { ID } from '../../commonStateTypes/common';
1
3
  import { TimePeriod } from '../../commonStateTypes/timePeriod';
2
4
  import { UserRoleType } from '../../entity/userRole/userRoleType';
3
5
  import { RootState } from '../../reducer';
4
6
  import { ZeniDate } from '../../zeniDayJS';
5
7
  import { TaskListFilterCategoryField, TaskListFilters } from '../taskManager/taskListView/taskList';
6
8
  import { TaskWithUserDetails } from '../taskManager/taskListView/taskListSelector';
9
+ import { SupportedTransactionWithCOT } from '../../entity/transaction/transactionState';
10
+ import { TransactionType } from '../../entity/transaction/stateTypes/transactionType';
11
+ import { TransactionReviewLocalDataSelectorView } from '../expenseAutomationView/selectorTypes/transactionsViewSelectorTypes';
7
12
  import { BillTransactionView } from './billPay/billList/billListSelector';
8
13
  import { BillListViewFilterCategoryField, BillPayFilters } from './billPay/billList/billListState';
9
14
  import { ReimbursementView } from './reimbursement/remiListView/remiListSelector';
10
15
  import { ReimbursementFilters, RemiListViewFilterCategoryField } from './reimbursement/remiListView/remiListState';
11
- export type SpendManagementFiltersType = BillPayFilters | ReimbursementFilters | TaskListFilters;
12
- export type SpendManagementFilterEntityType = 'bill_pay' | 'reimbursement' | 'task_management';
16
+ export type SpendManagementFiltersType = BillPayFilters | ReimbursementFilters | TaskListFilters | TransactionFilters;
17
+ export type SpendManagementFilterEntityType = 'bill_pay' | 'reimbursement' | 'task_management' | 'transaction_categorization';
13
18
  export type FilterCategoryType = 'searchAutocomplete' | 'user' | 'dateRange' | 'numberRange' | 'dropdown';
14
19
  export interface MatchingOperatorDropdownOption {
15
20
  label: 'is' | 'is not';
@@ -31,9 +36,43 @@ export interface TaskFilterCategoryDropdownOption {
31
36
  multiple?: boolean;
32
37
  type?: FilterCategoryType;
33
38
  }
34
- export type SpendManagementFilterCategoryDropdownOption = BillPayFilterCategoryDropdownOption | ReimbursementFilterCategoryDropdownOption | TaskFilterCategoryDropdownOption;
39
+ export type SpendManagementFilterCategoryDropdownOption = BillPayFilterCategoryDropdownOption | ReimbursementFilterCategoryDropdownOption | TaskFilterCategoryDropdownOption | TransactionFilterCategoryDropdownOption;
40
+ export interface TransactionFilterCategoryDropdownOption {
41
+ value: TransactionFilterCategoryField;
42
+ multiple?: boolean;
43
+ type?: FilterCategoryType;
44
+ }
45
+ export type TransactionFilterEntityType = 'transaction_categorization' | 'customer' | 'vendor' | 'merchant';
46
+ export type TransactionFilterCategoryField = 'payment_account_name' | 'payment_account_type' | 'payee' | 'category' | 'class' | 'amount';
47
+ export declare const TRANSACTION_FILTER_CATEGORIES: TransactionFilterCategoryDropdownOption[];
48
+ export interface TransactionFilters {
49
+ categories: TransactionFilterCategory[];
50
+ categoryCombinationOperator: CategoryCombinationOperator;
51
+ }
52
+ export interface TransactionFilterCategory {
53
+ field: TransactionFilterCategoryField;
54
+ matchingOperator: 'equal' | 'not-equal';
55
+ values: (string | ZeniDate)[];
56
+ valuesCombinationOperator: 'ANY';
57
+ }
58
+ export interface TransactionView {
59
+ amount: Amount;
60
+ createTime: ZeniDate;
61
+ date: ZeniDate;
62
+ description: string;
63
+ id: ID;
64
+ memo: string;
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+ transaction: SupportedTransactionWithCOT;
66
+ type: TransactionType;
67
+ customerId?: ID;
68
+ customerName?: string;
69
+ transactionLocalData?: TransactionReviewLocalDataSelectorView;
70
+ typeName?: string;
71
+ vendorId?: ID;
72
+ vendorName?: string;
73
+ }
35
74
  export type FilterCategoryValueType = string | number | ZeniDate;
36
- export declare const applyAdvancedFiltersOnList: (entity: SpendManagementFilterEntityType, allItems: BillTransactionView[] | ReimbursementView[] | TaskWithUserDetails[], filters?: BillPayFilters | ReimbursementFilters | TaskListFilters, filteredItems?: (BillTransactionView | ReimbursementView | TaskWithUserDetails)[], index?: number) => (BillTransactionView | ReimbursementView | TaskWithUserDetails)[];
75
+ export declare const applyAdvancedFiltersOnList: (entity: SpendManagementFilterEntityType, allItems: BillTransactionView[] | ReimbursementView[] | TaskWithUserDetails[] | TransactionView[], filters?: BillPayFilters | ReimbursementFilters | TaskListFilters | TransactionFilters, filteredItems?: (BillTransactionView | ReimbursementView | TaskWithUserDetails | TransactionView)[], index?: number) => (BillTransactionView | ReimbursementView | TaskWithUserDetails | TransactionView)[];
37
76
  export declare const isBillListDownloadable: (state: RootState, currentTimePeriod: TimePeriod) => boolean;
38
77
  export declare const isRemiListDownloadable: (state: RootState, currentTimePeriod: TimePeriod) => boolean;
39
78
  export declare const hideCreatedByFilter: (userRole: UserRoleType[]) => boolean;