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

package/lib/view/spendManagement/spendManagementFilterHelpers.js

@@ -3,7 +3,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
     return (mod && mod.__esModule) ? mod : { "default": mod };
 };
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.hideCreatedByFilter = exports.isRemiListDownloadable = exports.isBillListDownloadable = exports.applyAdvancedFiltersOnList = void 0;
+exports.hideCreatedByFilter = exports.isRemiListDownloadable = exports.isBillListDownloadable = exports.applyAdvancedFiltersOnList = exports.TRANSACTION_FILTER_CATEGORIES = void 0;
 const get_1 = __importDefault(require("lodash/get"));
 const userSelector_1 = require("../../entity/user/userSelector");
 const userRoleType_1 = require("../../entity/userRole/userRoleType");
@@ -13,6 +13,14 @@ const billListState_1 = require("./billPay/billList/billListState");
 const helpers_1 = require("./helpers");
 const remiListSelector_1 = require("./reimbursement/remiListView/remiListSelector");
 const remiListState_1 = require("./reimbursement/remiListView/remiListState");
+exports.TRANSACTION_FILTER_CATEGORIES = [
+    { value: 'payment_account_name', type: 'searchAutocomplete' },
+    { value: 'payment_account_type', type: 'dropdown' },
+    { value: 'payee', type: 'searchAutocomplete' },
+    { value: 'category', type: 'dropdown' },
+    { value: 'class', type: 'dropdown' },
+    { value: 'amount', type: 'numberRange' },
+];
 //filters items against filter values representing a range. ex: date (from-to), amount(1k<-->5k)
 const filterItemOnRangeCategoryType = (valueForItem, currentFilter) => {
     let doesItemFallInValueRange = false;
@@ -110,7 +118,11 @@ const applyAdvancedFiltersOnList = (entity, allItems, filters, filteredItems = [
             ? getCategoryValueForBill(key, item)
             : entity === 'reimbursement'
                 ? getCategoryValueForReimbursement(key, item)
-                : getCategoryValueForTaskList(key, item);
+                : entity === 'task_management'
+                    ? getCategoryValueForTaskList(key, item)
+                    : entity === 'transaction_categorization'
+                        ? getCategoryValueForTransaction(key, item)
+                        : undefined;
         if (categoryValue == null) {
             if (currentFilter.matchingOperator === 'not-equal') {
                 return true;
@@ -231,6 +243,130 @@ const getCategoryValueForReimbursement = (key, reimbursement) => {
             return undefined;
     }
 };
+const getCategoryValueForTransaction = (key, transaction) => {
+    switch (key) {
+        case 'amount': {
+            // Get from transactionLocalData line items (preferred) - sum all line item amounts
+            const localDataForAmount = transaction.transactionLocalData?.transactionReviewLocalData;
+            if (localDataForAmount?.lineItemById) {
+                const lineItems = Object.values(localDataForAmount.lineItemById);
+                if (lineItems.length > 0) {
+                    // Sum all line item amounts
+                    const totalAmount = lineItems.reduce((sum, lineItem) => sum + (lineItem.amount?.amount ?? 0), 0);
+                    return totalAmount;
+                }
+            }
+            // Fallback to transaction-level amount or sum from transaction lines
+            if (transaction.transaction.lines && transaction.transaction.lines.length > 0) {
+                const totalAmount = transaction.transaction.lines.reduce((sum, line) => sum + (line.amount?.amount ?? 0), 0);
+                return totalAmount;
+            }
+            // Final fallback to transaction amount
+            return transaction.amount.amount;
+        }
+        case 'payee': {
+            // Priority: vendorName > customerName > from transactionLocalData
+            if (transaction.vendorName) {
+                return transaction.vendorName;
+            }
+            if (transaction.customerName) {
+                return transaction.customerName;
+            }
+            // Check transactionLocalData for vendor/customer
+            const localData = transaction.transactionLocalData?.transactionReviewLocalData;
+            if (localData?.vendor?.name) {
+                return localData.vendor.name;
+            }
+            if (localData?.customer?.name) {
+                return localData.customer.name;
+            }
+            return undefined;
+        }
+        case 'payment_account_name': {
+            // Get from transaction.account or from lines
+            if (transaction.transaction.account?.accountName) {
+                return transaction.transaction.account.accountName;
+            }
+            // Get from first line's account
+            const firstLine = transaction.transaction.lines?.[0];
+            if (firstLine?.type === 'transaction_with_account_and_class_line' ||
+                firstLine?.type === 'transaction_with_product_or_service_line' ||
+                firstLine?.type === 'journal_entry_transaction_line') {
+                const accountLine = firstLine;
+                return accountLine.account?.accountName;
+            }
+            return undefined;
+        }
+        case 'payment_account_type': {
+            // Similar to payment_account_name but for type
+            if (transaction.transaction.account?.accountType) {
+                return transaction.transaction.account.accountType;
+            }
+            const firstLineForType = transaction.transaction.lines?.[0];
+            if (firstLineForType?.type === 'transaction_with_account_and_class_line' ||
+                firstLineForType?.type === 'transaction_with_product_or_service_line' ||
+                firstLineForType?.type === 'journal_entry_transaction_line') {
+                const accountLineForType = firstLineForType;
+                return accountLineForType.account?.accountType;
+            }
+            return undefined;
+        }
+        case 'category': {
+            // Get from transactionLocalData (preferred) or from transaction lines
+            const localDataForCategory = transaction.transactionLocalData?.transactionReviewLocalData;
+            if (localDataForCategory) {
+                // Get category from first line item or most common
+                const firstLineItem = Object.values(localDataForCategory.lineItemById)[0];
+                if (firstLineItem?.account?.accountId) {
+                    return firstLineItem.account.accountId;
+                }
+                if (firstLineItem?.account?.qboId) {
+                    return firstLineItem.account.qboId;
+                }
+                if (firstLineItem?.account?.accountName) {
+                    return firstLineItem.account.accountName;
+                }
+            }
+            // Fallback to transaction lines
+            const firstLineForCategory = transaction.transaction.lines?.[0];
+            if (firstLineForCategory?.type === 'transaction_with_account_and_class_line' ||
+                firstLineForCategory?.type === 'transaction_with_product_or_service_line' ||
+                firstLineForCategory?.type === 'journal_entry_transaction_line') {
+                const account = firstLineForCategory
+                    .account;
+                return account?.accountId ?? account?.qboId ?? account?.accountName;
+            }
+            return undefined;
+        }
+        case 'class': {
+            // Similar to category but for class
+            const localDataForClass = transaction.transactionLocalData?.transactionReviewLocalData;
+            if (localDataForClass) {
+                const firstLineItemForClass = Object.values(localDataForClass.lineItemById)[0];
+                if (firstLineItemForClass?.class?.classId) {
+                    return firstLineItemForClass.class.classId;
+                }
+                if (firstLineItemForClass?.class?.qboId) {
+                    return firstLineItemForClass.class.qboId;
+                }
+                if (firstLineItemForClass?.class?.className) {
+                    return firstLineItemForClass.class.className;
+                }
+            }
+            const firstLineForClass = transaction.transaction.lines?.[0];
+            if (firstLineForClass?.type === 'transaction_with_account_and_class_line' ||
+                firstLineForClass?.type === 'transaction_with_product_or_service_line' ||
+                firstLineForClass?.type === 'journal_entry_transaction_line') {
+                const classData = firstLineForClass
+                    .class;
+                return classData?.classId ?? classData?.qboId ?? classData?.className;
+            }
+            return undefined;
+        }
+        default:
+            return undefined;
+    }
+};
 const isBillListDownloadable = (state, currentTimePeriod) => {
     const { billListState, billTransactionState, entityApprovalStatusState, userState, } = state;
     const keys = billListState_1.ALL_BILL_TABS.filter((tab) => tab !== 'draft').map((tab) => (0, billListState_1.getBillListKey)(currentTimePeriod, tab));

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@zeniai/client-epic-state",
-  "version": "4.19.42",
+  "version": "4.19.43-betaAR2",
   "description": "Shared module between Web & Mobile containing required abstractions for state management, async network communication. ",
   "main": "lib/index.js",
   "module": "lib/esm/index.js",
@@ -113,6 +113,7 @@
     "circular-dependency": "npx madge --circular --extensions ts ./src",
     "build": "concurrently --kill-others-on-fail --handle-input \"echo 'Running ESLint...' && eslint . --ext .js,.jsx,.ts,.tsx\" \"echo 'TypeScript build in progress...' && time tsc && echo 'ESM build...' && tsc -p tsconfig.esm.json\" \"echo 'Running tests and typecheck...' && pnpm test\" && rimraf \"lib/**/__mocks__\" \"lib/**/__testHelpers__\"",
     "only-build": "eslint . --ext .js,.jsx,.ts,.tsx && time tsc && tsc -p tsconfig.esm.json && rimraf \"lib/**/__mocks__\" \"lib/**/__testHelpers__\"",
+    "only-build-dev": "eslint . --ext .js,.jsx,.ts,.tsx && time tsc -p tsconfig.dev.json && tsc -p tsconfig.esm.dev.json && rimraf \"lib/**/__mocks__\" \"lib/**/__testHelpers__\"",
     "format": "prettier --write --ignore-unknown \"src/**/*\" && pnpm lint",
     "format-watch": "(git diff --name-only --diff-filter=ACM && git ls-files --others --exclude-standard) | grep -E '\\.(ts|tsx)$' | xargs prettier --write",
     "check-version": "node ./scripts/check_version.js",