@zeniai/client-epic-state 4.19.90-betaML1 → 4.19.90-betaNB1

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

@@ -0,0 +1 @@
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{ID} from '../../../commonStateTypes/common';\nimport {MonthYearPeriodId} from '../../../commonStateTypes/timePeriod';\nimport {AccountBase} from '../../../entity/account/accountState';\nimport {UncategorizedAccountTypes} from '../../../entity/account/accountState';\nimport {ClassBase} from '../../../entity/class/classState';\nimport {Entity} from '../../../entity/genericEntity/entity';\nimport {\n  SnackbarMessageSectionTexts,\n  SnackbarMessageSections,\n} from '../../../entity/snackbar/snackbarTypes';\nimport {SnackbarMessageType} from '../../../entity/snackbar/snackbarTypes';\nimport {RecommendationWithCOTByLineId} from '../../../entity/transaction/stateTypes/transaction';\nimport {\n  JournalEntryTransactionLine,\n  LinkedTransactionLine,\n  TransactionInfoLine,\n  TransactionWithAccountAndClassLine,\n  TransactionWithProductOrServiceLine,\n} from '../../../entity/transaction/stateTypes/transactionLine';\nimport {isVendorTransaction} from '../../../entity/transaction/stateTypes/vendorTransaction';\nimport {\n  SupportedTransactionPayload,\n  SupportedTransactionWithCOT,\n} from '../../../entity/transaction/transactionState';\nimport {UncategorizedAccounts} from '../../accountList/accountListSelector';\nimport {\n  isEntityMatching,\n  mergeTransactionAndEntityRecommendationsWithCOT,\n  toLineEntity,\n} from '../../transactionDetail/transactionDetailLocalDataHelper';\nimport {isAccountUncategorized} from '../../transactionDetail/transactionDetailLocalDataHelper';\nimport {TransactionReviewLocalDataSelectorView} from '../selectorTypes/transactionsViewSelectorTypes';\nimport {\n  TabSpecificLineItems,\n  TransactionCategorizationLineItemData,\n  TransactionReviewLocalData,\n  TransactionsTab,\n  TransactionsTabViewState,\n  initialSupportedTransactionCategorization,\n} from '../types/transactionsViewState';\nimport {\n  TRANSACTION_CATEGORIZED_COUNT_VARIABLE_NAME,\n  TRANSACTION_COUNT_VARIABLE_NAME,\n  TRANSACTION_FAILED_COUNT_VARIABLE_NAME,\n  TRANSACTION_UPDATED_COUNT_VARIABLE_NAME,\n} from './helpers';\n\n/**\n * Extracts line IDs with `pending_review` categorization status from a transaction,\n * preserving the transaction's original line order.\n */\nexport const getPendingReviewLineIdsFromTransaction = (\n  transaction: SupportedTransactionWithCOT\n): string[] => {\n  if (transaction.lines == null) {\n    return [];\n  }\n  return transaction.lines\n    .filter((line) => line.categorizationStatus === 'pending_review')\n    .map((line) => line.id);\n};\n\n/**\n * Removes a transaction from a tab view's local data and membership lists.\n * Intended for use within Immer reducer drafts (mutates in place).\n */\nexport const removeTransactionFromTabView = (\n  tabView: TransactionsTabViewState,\n  transactionId: ID\n): void => {\n  delete tabView.transactionReviewLocalDataById[transactionId];\n\n  for (const periodId of Object.keys(\n    tabView.transactionIdsBySelectedPeriod\n  ) as MonthYearPeriodId[]) {\n    tabView.transactionIdsBySelectedPeriod[periodId] =\n      tabView.transactionIdsBySelectedPeriod[periodId].filter(\n        (id) => id !== transactionId\n      );\n  }\n\n  tabView.selectedCheckBoxTransactionIds =\n    tabView.selectedCheckBoxTransactionIds.filter((id) => id !== transactionId);\n\n  tabView.transactionIdsWithUnsavedData =\n    tabView.transactionIdsWithUnsavedData.filter((id) => id !== transactionId);\n};\n\n/**\n * Filters the autoCategorized tab's line items for a transaction, retaining only\n * lines whose categorizationStatus is still `auto_reviewed` or `auto_categorized`.\n * If no lines are retained, removes the transaction from the tab entirely.\n * Intended for use within Immer reducer drafts (mutates in place).\n */\nexport const filterAutoTabLineItems = (\n  tabView: TransactionsTabViewState,\n  transactionId: ID,\n  updatedTransaction: SupportedTransactionWithCOT\n): void => {\n  const localData = tabView.transactionReviewLocalDataById[transactionId];\n  if (localData == null) {\n    return;\n  }\n\n  const currentAutoLineIds =\n    localData.transactionReviewLocalData.tabSpecificLineItems.autoCategorized ??\n    [];\n\n  const linesById = new Map(updatedTransaction.lines?.map((l) => [l.id, l]));\n  const retainedLineIds = currentAutoLineIds.filter((lineId) => {\n    const line = linesById.get(lineId);\n    return (\n      line?.categorizationStatus === 'auto_reviewed' ||\n      line?.categorizationStatus === 'auto_categorized'\n    );\n  });\n\n  if (retainedLineIds.length === 0) {\n    removeTransactionFromTabView(tabView, transactionId);\n  } else {\n    localData.transactionReviewLocalData.tabSpecificLineItems = {\n      autoCategorized: retainedLineIds,\n    };\n  }\n};\n\nexport const MAX_SELECTION_LIMIT = 5;\n\nexport const toTransactionDetailLocalData = (\n  transaction: SupportedTransactionWithCOT,\n  selectedTab: TransactionsTab,\n  lineItemsByTransactionIds: string[],\n  uncategorizedIncomeExpense: UncategorizedAccounts,\n  isUncategorizedExpenseCategoryEnabled?: boolean\n): TransactionReviewLocalData => {\n  const transactionLocal: TransactionReviewLocalData = {\n    ...initialSupportedTransactionCategorization.transactionReviewLocalData,\n  };\n  transactionLocal.description = transaction.description;\n  transactionLocal.memo = transaction.memo;\n  transactionLocal.transactionDate = transaction.date;\n  transactionLocal.transactionType = transaction.type;\n  transactionLocal.transactionTypeName = transaction.typeName;\n  transactionLocal.vendor =\n    transaction.vendorId != null && transaction.vendorName != null\n      ? {\n          id: transaction.vendorId,\n          name: transaction.vendorName,\n          logo: transaction.logo,\n        }\n      : undefined;\n\n  transactionLocal.customer =\n    transaction.customerId != null &&\n    transaction.customerName != null &&\n    Boolean(transaction.customerId) === true &&\n    Boolean(transaction.customerName) === true\n      ? {\n          id: transaction.customerId,\n          name: transaction.customerName,\n          logo: transaction.logo,\n        }\n      : undefined;\n\n  transactionLocal.vendorUpdates = undefined;\n  transactionLocal.customerUpdates = undefined;\n  if (isVendorTransaction(transaction)) {\n    if (transaction.vendorId != null && transaction.vendorName != null) {\n      transactionLocal.selectedEntity = {\n        id: transaction.vendorId,\n        name: transaction.vendorName,\n        type: 'vendor',\n        qboId: transaction.vendorId,\n        zeniId: transaction.vendorId,\n        logo: transaction.logo,\n      };\n    } else if (\n      transaction.customerId != null &&\n      transaction.customerName != null\n    ) {\n      transactionLocal.selectedEntity = {\n        id: transaction.customerId,\n        name: transaction.customerName,\n        type: 'customer',\n        qboId: transaction.customerId,\n        zeniId: transaction.customerId,\n        logo: transaction.logo,\n      };\n    } else {\n      const firstLine = transaction.lines?.[0];\n      const recommendations =\n        firstLine?.id != null\n          ? transaction.recommendationsWithCOT?.[firstLine?.id]\n          : undefined;\n      const vendor = recommendations?.[0]?.vendor;\n      if (vendor != null && Boolean(vendor.id)) {\n        const vendorId = vendor.id as string;\n        transactionLocal.selectedEntity = {\n          id: vendorId,\n          name: vendor.name,\n          type: 'vendor',\n          qboId: vendorId,\n          zeniId: vendorId,\n          logo: vendor.logo,\n          isPreFilled: true,\n        };\n        transactionLocal.vendor = {\n          id: vendorId,\n          name: vendor.name,\n          logo: vendor.logo,\n        };\n        transactionLocal.vendorUpdates = {\n          qboId: vendorId,\n          id: vendorId,\n          name: vendor.name,\n        };\n      } else {\n        transactionLocal.selectedEntity = undefined;\n      }\n    }\n  }\n  transactionLocal.lineItemById =\n    transaction.lines != null && transaction.lines.length > 0\n      ? buildLineItemById(\n          transaction,\n          uncategorizedIncomeExpense,\n          transaction.recommendationsWithCOT,\n          isUncategorizedExpenseCategoryEnabled\n        )\n      : {};\n\n  transactionLocal.sortedLineItems =\n    transaction.lines != null && transaction.lines.length > 0\n      ? transaction.lines.map((line) => line.id)\n      : [];\n\n  transactionLocal.tabSpecificLineItems = {\n    ...transactionLocal.tabSpecificLineItems,\n    [selectedTab]: [\n      ...(transactionLocal.tabSpecificLineItems[selectedTab] || []),\n      ...lineItemsByTransactionIds,\n    ],\n  };\n\n  return transactionLocal;\n};\n\nconst buildLineItemById = (\n  transaction: SupportedTransactionWithCOT,\n  uncategorizedIncomeExpense: UncategorizedAccounts,\n  recommendations?: RecommendationWithCOTByLineId,\n  isUncategorizedExpenseCategoryEnabled?: boolean\n): Record<ID, TransactionCategorizationLineItemData> => {\n  const lineItemData: Record<ID, TransactionCategorizationLineItemData> = {};\n  const {lines} = transaction;\n  lines?.forEach((line) => {\n    if (\n      line.type === 'transaction_with_account_and_class_line' ||\n      line.type === 'transaction_with_product_or_service_line' ||\n      line.type === 'journal_entry_transaction_line'\n    ) {\n      const record: TransactionCategorizationLineItemData = {\n        ...line,\n        lineId: line.id,\n        transactionId: transaction.id,\n        transactionDate: transaction.date,\n        billable: (line as TransactionWithAccountAndClassLine).billable,\n        isCategoryMiscategorized:\n          (line as TransactionWithAccountAndClassLine)\n            .isCategoryMiscategorized ?? false,\n        isClassMiscategorized:\n          (line as TransactionWithAccountAndClassLine).isClassMiscategorized ??\n          false,\n      };\n      const accountLine = line as TransactionWithAccountAndClassLine;\n      const lineId = line.id;\n      record.account = accountLine.account;\n      record.class = accountLine.class;\n      record.vendor =\n        accountLine.vendor != null\n          ? {\n              id: accountLine.vendor.id,\n              name: accountLine.vendor.name,\n              logo: accountLine.vendor.logo,\n            }\n          : undefined;\n      const customer = accountLine.customer;\n      record.customer =\n        customer != null && Boolean(customer.id) && Boolean(customer.name)\n          ? {\n              id: customer.id,\n              name: customer.name,\n              logo: customer.logo,\n            }\n          : undefined;\n      record.selectedEntityLine =\n        record.vendor != null\n          ? {\n              id: record.vendor.id,\n              name: record.vendor.name,\n              type: 'vendor',\n              qboId: record.vendor.id,\n              zeniId: record.vendor.id,\n            }\n          : record.customer != null\n            ? {\n                id: record.customer.id,\n                name: record.customer.name,\n                type: 'customer',\n                qboId: record.customer.id,\n                zeniId: record.customer.id,\n              }\n            : undefined;\n\n      record.billable = accountLine.billable;\n      record.categorizationStatus = accountLine.categorizationStatus;\n      record.reviewPendingReasons = accountLine.reviewPendingReasons;\n\n      if (recommendations != null) {\n        record.recommendationsWithCOT = recommendations[lineId];\n        const higherPreferenceRecommendation = recommendations[lineId]?.[0];\n        if (\n          (Boolean(accountLine.account.accountId) === false ||\n            isAccountUncategorized(\n              uncategorizedIncomeExpense,\n              accountLine.account.qboId,\n              isUncategorizedExpenseCategoryEnabled === true\n                ? ['income']\n                : undefined\n            )) &&\n          higherPreferenceRecommendation?.account != null\n        ) {\n          record.account = {\n            ...higherPreferenceRecommendation.account,\n            isPreFilled: true,\n          };\n        }\n        if (\n          accountLine.class.classId === '' &&\n          higherPreferenceRecommendation?.class != null\n        ) {\n          record.class = {\n            ...higherPreferenceRecommendation.class,\n            isPreFilled: true,\n          };\n        }\n        if (\n          record.selectedEntityLine == null ||\n          record.selectedEntityLine.qboId === ''\n        ) {\n          const vendor = higherPreferenceRecommendation?.vendor;\n          if (vendor != null && Boolean(vendor.id)) {\n            const vendorId = vendor.id as string;\n            const {name, logo} = vendor;\n            record.vendor = {id: vendorId, name, logo};\n            record.selectedEntityLine = {\n              id: vendorId,\n              name,\n              logo,\n              type: 'vendor',\n              qboId: vendorId,\n              zeniId: vendorId,\n              isPreFilled: true,\n            };\n          }\n        }\n      }\n      lineItemData[line.id] = record;\n\n      if (line.platformLineDetailType === 'deposit_line_detail') {\n        record.lineEntity = toLineEntity(\n          line as TransactionWithAccountAndClassLine\n        );\n      }\n      if (line.type === 'transaction_with_product_or_service_line') {\n        const lineRecord = line as TransactionWithProductOrServiceLine;\n        record.item = lineRecord.item;\n        record.lineDetailType = lineRecord.lineDetailType;\n      }\n      if (line.type === 'journal_entry_transaction_line') {\n        const lineRecord = line as JournalEntryTransactionLine;\n        record.lineTransactionType = lineRecord.lineTransactionType;\n        record.postingType = lineRecord.postingType;\n        record.postingTypeName = lineRecord.postingTypeName;\n        record.lineEntity = toLineEntity(lineRecord);\n      }\n      lineItemData[line.id] = record;\n    }\n    if (line.type === 'linked_transaction_line') {\n      const linkedRecord = line as LinkedTransactionLine;\n      lineItemData[line.id] = {\n        ...linkedRecord,\n        lineId: linkedRecord.id,\n        transactionId: transaction.id,\n        transactionDate: transaction.date,\n        billable: 'billable',\n        isCategoryMiscategorized: false,\n        isClassMiscategorized: false,\n      };\n    }\n    if (line.type === 'transaction_info_line') {\n      const infoRecord = line as TransactionInfoLine;\n      lineItemData[line.id] = {\n        ...infoRecord,\n        lineId: infoRecord.id,\n        transactionId: transaction.id,\n        transactionDate: transaction.date,\n        billable: 'billable',\n        isCategoryMiscategorized: false,\n        isClassMiscategorized: false,\n      };\n    }\n  });\n  return lineItemData;\n};\n\nexport const toSetAllLineItemsToCategoryClass = (\n  draft: TransactionsTabViewState,\n  transaction: SupportedTransactionWithCOT,\n  transactionId: ID,\n  transactionLineId: ID,\n  transactionDetailLocalData: TransactionReviewLocalData,\n  updatedItem: 'category' | 'class',\n  uncategorizedAccounts: UncategorizedAccounts,\n  selectedTab: TransactionsTab,\n  vendorId?: ID,\n  customerId?: ID,\n  selectedAccount?: AccountBase,\n  selectedClassBase?: ClassBase,\n  isUncategorizedExpenseCategoryEnabled?: boolean\n): {\n  localData: TransactionReviewLocalData;\n  similarTransactionUpdated: boolean;\n} => {\n  let newLineItems: Record<ID, TransactionCategorizationLineItemData> = {};\n  let selectedCheckBoxTransactionIds = draft.selectedCheckBoxTransactionIds;\n  let similarTransactionUpdated = false;\n\n  if (transaction.lines != null) {\n    // always preserving the order of the line items. hence iterating over this\n    const tabSpecificLineItems =\n      transactionDetailLocalData.tabSpecificLineItems[selectedTab] || [];\n    const filteredLines = transaction.lines.filter((line) =>\n      tabSpecificLineItems.includes(line.id)\n    );\n    if (filteredLines.length === 0) {\n      newLineItems = {...transactionDetailLocalData.lineItemById};\n    } else {\n      filteredLines.forEach((line) => {\n        if (\n          line.type === 'transaction_with_account_and_class_line' ||\n          line.type === 'transaction_with_product_or_service_line' ||\n          line.type === 'journal_entry_transaction_line'\n        ) {\n          const lineId = line.id;\n          const record: TransactionCategorizationLineItemData = {\n            ...transactionDetailLocalData.lineItemById[lineId],\n          };\n          // if the line is the one that is being updated, then set the account and class\n          if (\n            transactionId === record.transactionId &&\n            transactionLineId === lineId\n          ) {\n            if (selectedAccount != null) {\n              record.account = selectedAccount;\n            }\n            if (selectedClassBase != null) {\n              record.class = selectedClassBase;\n            }\n            if (record.class != null && record.account != null) {\n              if (\n                selectedCheckBoxTransactionIds.length < MAX_SELECTION_LIMIT &&\n                selectedCheckBoxTransactionIds.includes(transaction.id) ===\n                  false\n              ) {\n                selectedCheckBoxTransactionIds.push(transaction.id);\n              }\n            } else {\n              if (\n                selectedCheckBoxTransactionIds.includes(transaction.id) === true\n              ) {\n                selectedCheckBoxTransactionIds =\n                  selectedCheckBoxTransactionIds.filter(\n                    (id) => id !== transaction.id\n                  );\n              }\n            }\n          } else {\n            if (\n              (transactionDetailLocalData.customer != null &&\n                transactionDetailLocalData.customer.id === customerId) ||\n              (record.customer != null && record.customer.id === customerId) ||\n              (transactionDetailLocalData.vendor != null &&\n                transactionDetailLocalData.vendor.id === vendorId) ||\n              (record.vendor != null && record.vendor.id === vendorId)\n            ) {\n              // if the vendor is same, then set the account and class with the selected ones and add the transaction to the selected list\n              if (\n                selectedAccount != null &&\n                updatedItem === 'category' &&\n                (record.account?.qboId == null ||\n                  isAccountUncategorized(\n                    uncategorizedAccounts,\n                    record.account?.qboId,\n                    isUncategorizedExpenseCategoryEnabled === true\n                      ? ['income']\n                      : undefined\n                  ) === true)\n              ) {\n                record.account = selectedAccount;\n                similarTransactionUpdated = true;\n                if (\n                  record.class != null &&\n                  selectedCheckBoxTransactionIds.length < MAX_SELECTION_LIMIT &&\n                  selectedCheckBoxTransactionIds.includes(transaction.id) ===\n                    false\n                ) {\n                  selectedCheckBoxTransactionIds.push(transaction.id);\n                }\n              }\n              if (\n                selectedClassBase != null &&\n                updatedItem === 'class' &&\n                record.class?.qboId == null\n              ) {\n                record.class = selectedClassBase;\n                similarTransactionUpdated = true;\n                if (\n                  record.account != null &&\n                  selectedCheckBoxTransactionIds.length < MAX_SELECTION_LIMIT &&\n                  selectedCheckBoxTransactionIds.includes(transaction.id) ===\n                    false\n                ) {\n                  selectedCheckBoxTransactionIds.push(transaction.id);\n                }\n              }\n            }\n          }\n          if (line.type === 'transaction_with_product_or_service_line') {\n            const lineRecord = transactionDetailLocalData.lineItemById[\n              lineId\n            ] as TransactionWithProductOrServiceLine;\n            record.item = lineRecord.item;\n            record.lineDetailType = lineRecord.lineDetailType;\n          }\n          if (line.type === 'journal_entry_transaction_line') {\n            const lineRecord = transactionDetailLocalData.lineItemById[\n              lineId\n            ] as JournalEntryTransactionLine;\n            record.lineTransactionType = lineRecord.lineTransactionType;\n            record.postingType = lineRecord.postingType;\n            record.postingTypeName = lineRecord.postingTypeName;\n            record.lineEntity = toLineEntity(lineRecord);\n          }\n          newLineItems[lineId] = record;\n        } else {\n          newLineItems[line.id] = {\n            ...transactionDetailLocalData.lineItemById[line.id],\n          };\n        }\n      });\n    }\n  }\n\n  const newLocalData: TransactionReviewLocalData = {\n    ...initialSupportedTransactionCategorization.transactionReviewLocalData,\n    sortedLineItems: transactionDetailLocalData.sortedLineItems,\n    memo: transactionDetailLocalData.memo,\n    description: transactionDetailLocalData.description,\n    lineItemById: newLineItems,\n    transactionDate: transactionDetailLocalData.transactionDate,\n    transactionType: transactionDetailLocalData.transactionType,\n    transactionTypeName: transactionDetailLocalData.transactionTypeName,\n    vendor: transactionDetailLocalData.vendor,\n    customer: transactionDetailLocalData.customer,\n    vendorUpdates: transactionDetailLocalData.vendorUpdates,\n    customerUpdates: transactionDetailLocalData.customerUpdates,\n    vendorDetails: transactionDetailLocalData.vendorDetails,\n    customerDetails: transactionDetailLocalData.customerDetails,\n    selectedEntity: transactionDetailLocalData.selectedEntity,\n    tabSpecificLineItems: transactionDetailLocalData.tabSpecificLineItems,\n  };\n  if (\n    !checkIfAllLineItemsAreCategoryClassFilled(\n      transaction,\n      newLocalData,\n      uncategorizedAccounts,\n      isUncategorizedExpenseCategoryEnabled\n    )\n  ) {\n    selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds.filter(\n      (id) => id !== transaction.id\n    );\n  }\n  draft.selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds;\n  return {localData: newLocalData, similarTransactionUpdated};\n};\n\nexport const setEntityRecommendationForLineIdInLocalData = (\n  draft: TransactionsTabViewState,\n  transaction: SupportedTransactionWithCOT,\n  transactionDetailLocalData: TransactionReviewLocalData,\n  entity: Entity,\n  recommendationLineIds: ID[],\n  uncategorizedAccounts: UncategorizedAccounts,\n  recommendationWithCOTByLineId?: RecommendationWithCOTByLineId,\n  isUncategorizedExpenseCategoryEnabled?: boolean\n): TransactionReviewLocalData => {\n  const newLineItems: Record<ID, TransactionCategorizationLineItemData> = {};\n  let matchingEntityLineId: ID | undefined = undefined;\n  const checkIfNotJEAndDeposit = !isVendorTransaction(transaction);\n  let selectedCheckBoxTransactionIds = draft.selectedCheckBoxTransactionIds;\n  if (transaction.lines != null) {\n    // always preserving the order of the line items. hence iterating over this\n    transaction.lines.forEach((line) => {\n      const lineId = line.id;\n      const oldRecord = transactionDetailLocalData.lineItemById[lineId];\n      // check if any line already has this entity\n      if (recommendationLineIds.includes(lineId)) {\n        if (\n          line.type === 'transaction_with_account_and_class_line' ||\n          line.type === 'transaction_with_product_or_service_line' ||\n          line.type === 'journal_entry_transaction_line'\n        ) {\n          const record: TransactionCategorizationLineItemData = {\n            ...oldRecord,\n          };\n          const recommendations =\n            mergeTransactionAndEntityRecommendationsWithCOT(\n              oldRecord.recommendationsWithCOT,\n              recommendationWithCOTByLineId?.[lineId]\n            );\n          const accountLine = line as TransactionWithAccountAndClassLine;\n\n          const isUncategorizedAccount = isAccountUncategorized(\n            uncategorizedAccounts,\n            accountLine.account.qboId,\n            isUncategorizedExpenseCategoryEnabled === true\n              ? ['income']\n              : undefined\n          );\n\n          record.account =\n            isUncategorizedAccount === false && accountLine.account.qboId !== ''\n              ? accountLine.account\n              : recommendations?.[0]?.account\n                ? {\n                    ...recommendations?.[0]?.account,\n                    isPreFilled: true,\n                  }\n                : accountLine.account;\n          record.class =\n            accountLine.class.classId !== ''\n              ? accountLine.class\n              : recommendations?.[0]?.class\n                ? {\n                    ...recommendations?.[0]?.class,\n                    isPreFilled: true,\n                  }\n                : accountLine.class;\n\n          if (checkIfNotJEAndDeposit === true) {\n            if (entity.type === 'customer') {\n              record.customer = toLineCustomerOrVendor(entity);\n            } else {\n              record.vendor = toLineCustomerOrVendor(entity);\n            }\n          }\n          record.billable = accountLine.billable;\n          record.recommendationsWithCOT = recommendations;\n          newLineItems[line.id] = record;\n        }\n      } else {\n        if (isEntityMatching(entity, oldRecord)) {\n          matchingEntityLineId = lineId;\n        }\n        const record: TransactionCategorizationLineItemData = {\n          ...oldRecord,\n        };\n        if (checkIfNotJEAndDeposit === false) {\n          const recommendations =\n            mergeTransactionAndEntityRecommendationsWithCOT(\n              oldRecord.recommendationsWithCOT,\n              recommendationWithCOTByLineId?.[lineId]\n            );\n          const accountLine = line as TransactionWithAccountAndClassLine;\n\n          record.account = accountLine.account;\n          record.class = accountLine.class;\n\n          record.recommendationsWithCOT = recommendations;\n        }\n        newLineItems[lineId] = record;\n      }\n    });\n  }\n\n  // if we have found a matching entity\n  if (matchingEntityLineId != null) {\n    const matchingRecord =\n      transactionDetailLocalData.lineItemById[matchingEntityLineId];\n    // the selection for the updated line item should be the same as the matching record\n    const newLineItem = newLineItems[matchingEntityLineId];\n\n    newLineItems[matchingEntityLineId] = {\n      ...newLineItem,\n      class: matchingRecord.class,\n      account: matchingRecord.account,\n      lineEntity: matchingRecord.lineEntity,\n    };\n  }\n\n  const newLocalData: TransactionReviewLocalData = {\n    ...initialSupportedTransactionCategorization.transactionReviewLocalData,\n    sortedLineItems: transactionDetailLocalData.sortedLineItems,\n    memo: transactionDetailLocalData.memo,\n    description: transactionDetailLocalData.description,\n    lineItemById: newLineItems,\n    transactionDate: transactionDetailLocalData.transactionDate,\n    transactionType: transactionDetailLocalData.transactionType,\n    transactionTypeName: transactionDetailLocalData.transactionTypeName,\n    vendorUpdates: transactionDetailLocalData.vendorUpdates,\n    customerUpdates: transactionDetailLocalData.customerUpdates,\n    vendorDetails: transactionDetailLocalData.vendorDetails,\n    customerDetails: transactionDetailLocalData.customerDetails,\n    vendor: transactionDetailLocalData.vendor,\n    customer: transactionDetailLocalData.customer,\n    selectedEntity: transactionDetailLocalData.selectedEntity,\n    tabSpecificLineItems: transactionDetailLocalData.tabSpecificLineItems,\n  };\n  if (\n    !checkIfAllLineItemsAreCategoryClassFilled(\n      transaction,\n      newLocalData,\n      uncategorizedAccounts,\n      isUncategorizedExpenseCategoryEnabled\n    )\n  ) {\n    selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds.filter(\n      (id) => id !== transaction.id\n    );\n  } else if (\n    selectedCheckBoxTransactionIds.includes(transaction.id) === false\n  ) {\n    selectedCheckBoxTransactionIds.push(transaction.id);\n  }\n  draft.selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds;\n  return newLocalData;\n};\n\nexport const checkIfAllLineItemsAreCategoryClassFilled = (\n  transaction: SupportedTransactionWithCOT,\n  transactionDetailLocalData: TransactionReviewLocalData,\n  uncategorizedAccounts: UncategorizedAccounts,\n  isUncategorizedExpenseCategoryEnabled?: boolean\n): boolean => {\n  const lineItems = Object.values(transactionDetailLocalData.lineItemById);\n  const isVendorTransactionAvailable = isVendorTransaction(transaction);\n  const uncategorizedAccountTypes: UncategorizedAccountTypes[] | undefined =\n    isUncategorizedExpenseCategoryEnabled === true ? ['income'] : undefined;\n\n  return lineItems.every(\n    (lineItem) =>\n      Boolean(lineItem?.account?.qboId) &&\n      Boolean(lineItem?.class?.qboId) &&\n      isAccountUncategorized(\n        uncategorizedAccounts,\n        lineItem?.account?.qboId,\n        uncategorizedAccountTypes\n      ) === false &&\n      ((isVendorTransactionAvailable\n        ? Boolean(transactionDetailLocalData?.vendor?.id)\n        : Boolean(lineItem?.vendor?.id)) ||\n        (isVendorTransactionAvailable\n          ? Boolean(transactionDetailLocalData?.customer?.id)\n          : Boolean(lineItem?.customer?.id)))\n  );\n};\n\nconst toLineCustomerOrVendor = (entity: Entity) => {\n  return {\n    id: entity.qboId,\n    name: entity.name,\n    logo: entity.logo,\n  };\n};\n\nexport const getLineItemsByTransactionsIdsFromResponse = (\n  transactions: SupportedTransactionPayload[]\n) => {\n  const lineItemsByTransactionIds: Record<ID, string[]> = {};\n  transactions.forEach((transaction) => {\n    lineItemsByTransactionIds[transaction.transaction_id] =\n      transaction.lines?.map((line) => line.line_id) ?? [];\n  });\n  return lineItemsByTransactionIds;\n};\n\nexport const getLineItemsByTransactionIdsFromLocalData = (\n  transactionLocalData: TransactionReviewLocalDataSelectorView[],\n  selectedTab: TransactionsTab\n): Record<ID, string[]> => {\n  const lineItemsByTransactionIds: Record<ID, string[]> = {};\n  transactionLocalData.forEach((localData) => {\n    lineItemsByTransactionIds[localData.transactionId] =\n      localData.transactionReviewLocalData.tabSpecificLineItems[selectedTab] ||\n      [];\n  });\n  return lineItemsByTransactionIds;\n};\n\nexport const mergeTabSpecificLineItems = (\n  currentTabSpecificLineItems: TabSpecificLineItems,\n  selectedTab: TransactionsTab,\n  newLineItems: TabSpecificLineItems\n): TabSpecificLineItems => {\n  const tabSpecificLineItems: TabSpecificLineItems = {\n    ...currentTabSpecificLineItems,\n    [selectedTab]: [\n      ...new Set([\n        ...(currentTabSpecificLineItems[selectedTab] || []),\n        ...(newLineItems[selectedTab] || []),\n      ]),\n    ],\n  };\n\n  return tabSpecificLineItems;\n};\n\nexport const getSnackbarMessageForTransactionReview = (\n  updatedCount: number,\n  failedCount: number,\n  categorizedCount: number\n) => {\n  let messageSection: SnackbarMessageSections =\n    'transactions_categorized_updated_failed';\n  let messageText: SnackbarMessageSectionTexts = 'notification';\n  let type: SnackbarMessageType = 'info';\n  let variables: {variableName: string; variableValue: string}[] = [];\n  if (\n    [categorizedCount, updatedCount, failedCount].filter((count) => count > 0)\n      .length === 1\n  ) {\n    messageSection = 'transaction_categorized_updated_failed';\n    let transactionCount = 0;\n    if (categorizedCount > 1 || updatedCount > 1 || failedCount > 1) {\n      messageSection = 'transactions_categorized_updated_failed';\n    }\n    if (categorizedCount > 0) {\n      type = 'success';\n      messageText = 'success';\n      transactionCount = categorizedCount;\n    } else if (updatedCount > 0) {\n      type = 'info';\n      messageText = 'notification';\n      transactionCount = updatedCount;\n    } else if (failedCount > 0) {\n      type = 'error';\n      messageText = 'failed';\n      transactionCount = failedCount;\n    }\n    variables = [\n      {\n        variableName: TRANSACTION_COUNT_VARIABLE_NAME,\n        variableValue: transactionCount.toString(),\n      },\n    ];\n  } else {\n    const messageSectionList: (\n      | 'transactionsCategorized'\n      | 'transactionCategorized'\n      | 'transactionsUpdated'\n      | 'transactionUpdated'\n      | 'transactionsFailed'\n      | 'transactionFailed'\n    )[] = [];\n    if (categorizedCount > 0) {\n      messageSectionList.push(\n        categorizedCount > 1\n          ? 'transactionsCategorized'\n          : 'transactionCategorized'\n      );\n    }\n    if (updatedCount > 0) {\n      messageSectionList.push(\n        updatedCount > 1 ? 'transactionsUpdated' : 'transactionUpdated'\n      );\n    }\n    if (failedCount > 0) {\n      messageSectionList.push(\n        failedCount > 1 ? 'transactionsFailed' : 'transactionFailed'\n      );\n    }\n    messageSection = messageSectionList.join('_') as SnackbarMessageSections;\n    variables = [\n      {\n        variableName: TRANSACTION_CATEGORIZED_COUNT_VARIABLE_NAME,\n        variableValue: categorizedCount.toString(),\n      },\n      {\n        variableName: TRANSACTION_UPDATED_COUNT_VARIABLE_NAME,\n        variableValue: updatedCount.toString(),\n      },\n      {\n        variableName: TRANSACTION_FAILED_COUNT_VARIABLE_NAME,\n        variableValue: failedCount.toString(),\n      },\n    ];\n  }\n  return {\n    messageSection,\n    messageText,\n    type,\n    variables,\n  };\n};\n\nexport const isAnyItemWithUncategorizedExpenseAccount = (\n  uncategorizedAccounts: UncategorizedAccounts,\n  lineItemById: Record<ID, TransactionCategorizationLineItemData>,\n  validateAccountTypes?: UncategorizedAccountTypes[] | undefined\n): boolean => {\n  const lineItems = Object.values(lineItemById);\n  return lineItems.some((lineItem) =>\n    isAccountUncategorized(\n      uncategorizedAccounts,\n      lineItem?.account?.qboId,\n      validateAccountTypes\n    )\n  );\n};\n\n/**\n * Checks if a transaction has any local data changes compared to the original transaction entity.\n * Local data changes include:\n * 1. User manually changed any field\n * 2. Any field was auto-filled from recommendations\n * 3. Any field was changed due to similar transaction update\n *\n * For vendor transactions (expense type): vendor/customer is at transaction level (shared among all line items)\n * For other transactions (journal entry, deposit): each line item has its own vendor/customer\n */\nexport const hasTransactionLocalDataChanges = (\n  transaction: SupportedTransactionWithCOT,\n  transactionReviewLocalData: TransactionReviewLocalData\n): boolean => {\n  const isVendorTxn = isVendorTransaction(transaction);\n\n  // Check vendor/customer at transaction level for vendor transactions\n  if (isVendorTxn) {\n    const originalVendorId = transaction.vendorId;\n    const originalCustomerId = transaction.customerId;\n    const localVendorId = transactionReviewLocalData.vendor?.id;\n    const localCustomerId = transactionReviewLocalData.customer?.id;\n\n    if (originalVendorId !== localVendorId) {\n      return true;\n    }\n    if (originalCustomerId !== localCustomerId) {\n      return true;\n    }\n  }\n\n  // Check each line item for category, class, and vendor/customer changes\n  if (transaction.lines != null) {\n    for (const line of transaction.lines) {\n      const localLineData = transactionReviewLocalData.lineItemById[line.id];\n      if (localLineData == null) {\n        continue;\n      }\n\n      if (\n        line.type === 'transaction_with_account_and_class_line' ||\n        line.type === 'transaction_with_product_or_service_line' ||\n        line.type === 'journal_entry_transaction_line'\n      ) {\n        const originalLine = line as TransactionWithAccountAndClassLine;\n\n        // Check category\n        const originalCategoryId =\n          originalLine.account?.qboId ?? originalLine.account?.accountId;\n        const localCategoryId =\n          localLineData.account?.qboId ?? localLineData.account?.accountId;\n        if (originalCategoryId !== localCategoryId) {\n          return true;\n        }\n\n        // Check class\n        const originalClassId = originalLine.class?.classId;\n        const localClassId = localLineData.class?.classId;\n        if (originalClassId !== localClassId) {\n          return true;\n        }\n\n        // For non-vendor transactions, check vendor/customer at line level\n        if (!isVendorTxn) {\n          const originalLineVendorId = originalLine.vendor?.id;\n          const originalLineCustomerId = originalLine.customer?.id;\n          const localLineVendorId = localLineData.vendor?.id;\n          const localLineCustomerId = localLineData.customer?.id;\n\n          if (originalLineVendorId !== localLineVendorId) {\n            return true;\n          }\n          if (originalLineCustomerId !== localLineCustomerId) {\n            return true;\n          }\n        }\n      }\n    }\n  }\n  return false;\n};\n"]}

package/lib/esm/view/expenseAutomationView/payload/fluxAnalysisPayload.js

@@ -6,3 +6,4 @@ const FLUX_ANALYSIS_SORT_KEYS_QUERY = [
 ];
 // eslint-disable-next-line @typescript-eslint/no-unused-vars
 const toFluxAnalysisQuerySortKey = (v) => stringToUnion(v, FLUX_ANALYSIS_SORT_KEYS_QUERY);
+//# sourceMappingURL=fluxAnalysisPayload.js.map

package/lib/esm/view/expenseAutomationView/payload/fluxAnalysisPayload.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"fluxAnalysisPayload.js","sourceRoot":"","sources":["../../../../../src/view/expenseAutomationView/payload/fluxAnalysisPayload.ts"],"names":[],"mappings":"AAEA,OAAO,EAAC,aAAa,EAAC,MAAM,yCAAyC,CAAC;AAOtE,MAAM,6BAA6B,GAAG;IACpC,aAAa;IACb,iBAAiB;IACjB,aAAa;CACL,CAAC;AAEX,6DAA6D;AAC7D,MAAM,0BAA0B,GAAG,CAAC,CAAS,EAAE,EAAE,CAC/C,aAAa,CAAC,CAAC,EAAE,6BAA6B,CAAC,CAAC","sourcesContent":["import {AgingBalancePayload} from '../../../commonPayloadTypes/agingReportPayloadTypes';\nimport {CurrencyPayload} from '../../../commonPayloadTypes/v2/viewAndReportPayloadv2';\nimport {stringToUnion} from '../../../commonStateTypes/stringToUnion';\nimport {AccountBasePayload} from '../../../entity/account/accountPayload';\nimport {ClassBasePayload} from '../../../entity/class/classPayload';\nimport {UserPayload} from '../../../entity/user/userPayload';\nimport {VendorPayload} from '../../../entity/vendor/vendorPayload';\nimport {ZeniAPIResponse} from '../../../responsePayload';\n\nconst FLUX_ANALYSIS_SORT_KEYS_QUERY = [\n  'is_reviewed',\n  'variance_amount',\n  'vendor_name',\n] as const;\n\n// eslint-disable-next-line @typescript-eslint/no-unused-vars\nconst toFluxAnalysisQuerySortKey = (v: string) =>\n  stringToUnion(v, FLUX_ANALYSIS_SORT_KEYS_QUERY);\n\nexport type FluxAnalysisQuerySortKey = ReturnType<\n  typeof toFluxAnalysisQuerySortKey\n>;\n\nexport type FluxAnalysisActionQueryType =\n  | 'mark_as_reviewed'\n  | 'mark_as_un_reviewed';\nexport interface PageMetadataPayload {\n  is_more_data_to_load: boolean;\n  next_page_token: string;\n}\n\nexport interface FluxAnalysisQueryPayload {\n  month_and_year: string;\n  page_token: string | null;\n  reimbursement_flag: boolean;\n  sort_by: string;\n  sort_order: string;\n}\n\nexport interface FluxAnalysisReviewPayload {\n  action: string;\n  flux_analysis_entity_ids: string[];\n}\nexport interface MonthBalancePayload extends AgingBalancePayload {\n  end_date: string;\n  id: string;\n  label: string;\n  start_date: string;\n}\nexport interface MonthBalanceAndVariancePayload {\n  month_1: MonthBalancePayload;\n  month_2: MonthBalancePayload;\n  variance_amount: number;\n  variance_percentage: number;\n}\n\nexport interface FluxAnalysisEntitiesPayload {\n  operating_expenses: FluxAnalysisOperatingExpensePayload[];\n}\nexport interface FluxAccountAndClassPayload extends MonthBalanceAndVariancePayload {\n  account_id: string;\n  accounting_class_id: string;\n}\nexport interface FluxAnalysisOperatingExpensePayload extends MonthBalanceAndVariancePayload {\n  anomaly_reason: string;\n  category_and_class_json: FluxAccountAndClassPayload[];\n  flux_analysis_entity_id: string;\n  is_reviewed: boolean | null;\n  reviewed_at: string | null;\n  reviewed_by_user_id: string | null;\n  status: string;\n  updated_at: string | null;\n  vendor_id: string;\n}\nexport interface FluxAnalysisTotalPayload {\n  general_expenses: MonthBalanceAndVariancePayload;\n  reimbursement: MonthBalanceAndVariancePayload;\n  total: MonthBalanceAndVariancePayload;\n}\nexport interface FluxAnalysisReportPayload {\n  accounting_class: ClassBasePayload[];\n  accounts: AccountBasePayload[];\n  currency: CurrencyPayload;\n  total_operating_expenses: FluxAnalysisTotalPayload;\n  users: UserPayload[];\n  vendors: VendorPayload[];\n  flux_analysis_entities?: FluxAnalysisEntitiesPayload;\n  page_metadata?: PageMetadataPayload;\n}\nexport interface FluxAnalysisResponsePayload extends FluxAnalysisReportPayload {\n  query: {\n    month_and_year: string;\n    page_token: string;\n    reimbursement_flag: boolean;\n    sort_by: string;\n    sort_order: string;\n  };\n}\n\nexport interface ReviewFluxAnalysisResponsePayload extends FluxAnalysisReportPayload {\n  query: {\n    action: string;\n    flux_analysis_entity_ids: string[];\n    month_and_year: string;\n  };\n}\n\nexport type FluxAnalysisViewResponse =\n  ZeniAPIResponse<FluxAnalysisResponsePayload>;\n\nexport type ReviewFluxAnalysisViewResponse =\n  ZeniAPIResponse<ReviewFluxAnalysisResponsePayload>;\n"]}

package/lib/esm/view/expenseAutomationView/payload/jeSchedulesPayload.js

@@ -56,3 +56,4 @@ export const preparePayloadForRetryPosting = (jeSchedule) => {
             : {}),
     };
 };
+//# sourceMappingURL=jeSchedulesPayload.js.map

package/lib/esm/view/expenseAutomationView/payload/jeSchedulesPayload.js.map

@@ -0,0 +1 @@
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null,\n    je_schedule_type: scheduleType,\n    posting_date: null,\n    balance: getBalanceAmountAsOfToday(baseTransaction, balanceAsOfToday),\n    start_date: startDate?.format(DEFAULT_DATE_FORMAT) ?? null,\n    end_date: endDate?.format(DEFAULT_DATE_FORMAT) ?? null,\n    je_credit_accounting_class_id: jeCredit?.accountingClass?.classId ?? null,\n    je_credit_account_id: jeCredit?.account?.accountId ?? null,\n    je_debit_accounting_class_id: jeDebit?.accountingClass?.classId ?? null,\n    je_debit_account_id: jeDebit?.account?.accountId ?? null,\n    other_attributes: {},\n    base_transaction:\n      mapScheduleTransactionToBaseScheduleTransactionPayload(baseTransaction),\n    is_reviewed: true,\n  };\n\n  return {\n    scheduled_journal_entries: [],\n    je_schedules: [jeSchedulePayload],\n  };\n};\n\nconst getBalanceAmountAsOfToday = (\n  baseTransaction: ScheduleTransaction,\n  balanceAsOfToday?: Amount\n) => {\n  if (balanceAsOfToday != null) {\n    return balanceAsOfToday.amount;\n  }\n  return baseTransaction.amount.amount;\n};\n\nexport const preparePayloadForRetryPosting = (\n  jeSchedule: JEScheduleLocalData\n) => {\n  return {\n    scheduled_journal_entry_id: jeSchedule.scheduledJournalEntryID,\n    je_schedule_id: jeSchedule.jeScheduleID,\n\n    ...(jeSchedule.updatedVendor?.id != null &&\n    jeSchedule.updatedVendor.id !== ''\n      ? {updated_vendor_id: jeSchedule.updatedVendor.id}\n      : {}),\n    ...(jeSchedule.updatedCategoryId != null\n      ? {updated_debit_category_id: jeSchedule.updatedCategoryId}\n      : {}),\n    ...(jeSchedule.updatedAccumulatedDepreciationCategoryID != null\n      ? {\n          updated_credit_category_id:\n            jeSchedule.updatedAccumulatedDepreciationCategoryID,\n        }\n      : {}),\n    ...(jeSchedule.updatedClassId != null\n      ? {updated_debit_class_id: jeSchedule.updatedClassId}\n      : {}),\n  };\n};\n"]}

package/lib/esm/view/expenseAutomationView/payload/missingReceiptsPayload.js

@@ -187,3 +187,4 @@ export function supportedTransactionPayloadToManualSearchResult(payload) {
         vendorLogo: toURL(payload.logo)?.href,
     };
 }
+//# sourceMappingURL=missingReceiptsPayload.js.map

package/lib/esm/view/expenseAutomationView/payload/missingReceiptsPayload.js.map

@@ -0,0 +1 @@
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{URLPayload, toURL} from '../../../commonPayloadTypes/urlPayload';\nimport {toAmount} from '../../../commonStateTypes/amount';\nimport type {MonthYearPeriodId} from '../../../commonStateTypes/timePeriod';\nimport {\n  TransactionPayload,\n  getTransactionPayloadAmount,\n} from '../../../entity/transaction/payloadTypes/transactionPayload';\nimport {SupportedTransactionPayload} from '../../../entity/transaction/transactionState';\nimport {ZeniAPIResponse} from '../../../responsePayload';\nimport {\n  type BatchDetails,\n  type BatchFile,\n  type BatchFileStatus,\n  type BatchListItem,\n  type BatchStatus,\n  type BatchSummary,\n  type CandidateRef,\n  type ManualSearchResult,\n  toBatchFileStatus,\n  toBatchStatusValue,\n  toMatchSource,\n} from '../types/missingReceiptsViewState';\n\nexport interface MissingReceiptsQueryPayload {\n  end_date: string;\n  is_attachment_missing_only: boolean;\n  sort_by: string;\n  sort_order: string;\n  start_date: string;\n  total_amount_min: number;\n}\n\ninterface MissingReceiptsPayload {\n  query: MissingReceiptsQueryPayload;\n  transactions: TransactionPayload[];\n}\n\nexport type MissingReceiptsResponse = ZeniAPIResponse<MissingReceiptsPayload>;\n\nexport interface BatchListQueryPayload {\n  end_date: string;\n  sort_order: string;\n  start_date: string;\n}\n\n// -- Bulk Upload API Payloads --\n\nexport interface BulkUploadResponsePayload {\n  batch_id: string;\n  status: string;\n  total_files: number;\n}\nexport type BulkUploadResponse = ZeniAPIResponse<BulkUploadResponsePayload>;\n\nexport interface BatchListResponsePayload {\n  batches: BatchListItemPayload[];\n}\nexport interface BatchListItemPayload {\n  batch_id: string;\n  created_at: string;\n  failed_count: number;\n  matched_count: number;\n  no_match_count: number;\n  possible_matches_count: number;\n  status: string;\n  total_files: number;\n}\nexport type BatchListResponse = ZeniAPIResponse<BatchListResponsePayload>;\n\nexport interface MatchedTransactionPayload {\n  amount: number;\n  currency_code: string;\n  transaction_date: string | null;\n  transaction_id: string;\n  vendor_name: string;\n  transaction_type?: string;\n  vendor_logo?: URLPayload | null;\n}\n\nexport interface MatchCandidatePayload extends MatchedTransactionPayload {\n  match_score: number;\n}\n\n/**\n * Wire payload for a batch file row. `status` may use legacy aliases (`matched`, `un_matched`,\n * `possible_match`, `possible_matches`, etc.) until the backend is fully migrated; canonical\n * values are applied in {@link parseBatchFileStatus} via {@link toBatchFile}.\n */\nexport interface BatchFilePayload {\n  attachment_id: string;\n  file_id: string;\n  file_preview_url: string | null;\n  filename: string;\n  status: string;\n  candidates?: MatchCandidatePayload[];\n  match_source?: string;\n  matched_transaction?: MatchedTransactionPayload;\n}\n\nexport interface BatchDetailsResponsePayload {\n  batch_id: string;\n  created_at: string;\n  files: BatchFilePayload[];\n  status: string;\n  summary: {\n    failed: number;\n    matched: number;\n    no_match: number;\n    possible_matches: number;\n    total: number;\n  };\n}\nexport type BatchDetailsResponse = ZeniAPIResponse<BatchDetailsResponsePayload>;\n\n// -- Converter functions --\n\n/**\n * Maps batch-details API `files[].status` strings to canonical {@link BatchFileStatus}.\n * Legacy aliases are supported during rollout; unknown strings map to `failed` so Redux never\n * holds untyped status values.\n */\nexport function parseBatchFileStatus(raw: string): BatchFileStatus {\n  const normalizedStatus = raw.trim().toLowerCase().replace(/-/g, '_');\n  switch (normalizedStatus) {\n    case 'exact_match':\n    case 'matched':\n      return 'exact_match';\n    case 'possible_matches':\n    case 'possible_match':\n    case 'possiblematch':\n    case 'un_matched':\n    case 'unmatched':\n      return 'possible_matches';\n    case 'no_match':\n    case 'nomatch':\n      return 'no_match';\n    case 'failed':\n      return 'failed';\n    default:\n      return 'failed';\n  }\n}\n\nexport function toBatchFile(\n  payload: BatchFilePayload,\n  filesEndPoint?: string\n): BatchFile {\n  return {\n    attachmentId: payload.attachment_id,\n    candidates: payload.candidates?.map(\n      (candidate): CandidateRef => ({\n        transactionId: candidate.transaction_id,\n        matchScore: candidate.match_score,\n      })\n    ),\n    fileDownloadUrl:\n      payload.file_id != null && filesEndPoint != null\n        ? `${filesEndPoint}/1.0/files/${payload.file_id}?query=${encodeURIComponent(JSON.stringify({download_file: true}))}`\n        : null,\n    fileId: payload.file_id,\n    filePreviewUrl: payload.file_preview_url,\n    filename: payload.filename,\n    matchSource:\n      payload.match_source != null\n        ? toMatchSource(payload.match_source)\n        : undefined,\n    matchedTransactionId: payload.matched_transaction?.transaction_id,\n    status: toBatchFileStatus(payload.status),\n  };\n}\n\nexport function extractTransactionPayloadsFromBatchFiles(\n  files: BatchFilePayload[]\n): SupportedTransactionPayload[] {\n  const seen = new Set<string>();\n  const payloads: SupportedTransactionPayload[] = [];\n\n  for (const file of files) {\n    if (file.matched_transaction != null) {\n      const id = file.matched_transaction.transaction_id;\n      if (!seen.has(id)) {\n        seen.add(id);\n        payloads.push(\n          matchedTransactionPayloadToSupportedTransactionPayload(\n            file.matched_transaction\n          )\n        );\n      }\n    }\n    if (file.candidates != null) {\n      for (const candidate of file.candidates) {\n        const id = candidate.transaction_id;\n        if (!seen.has(id)) {\n          seen.add(id);\n          payloads.push(\n            matchedTransactionPayloadToSupportedTransactionPayload(candidate)\n          );\n        }\n      }\n    }\n  }\n\n  return payloads;\n}\n\nfunction matchedTransactionPayloadToSupportedTransactionPayload(\n  payload: MatchedTransactionPayload\n): SupportedTransactionPayload {\n  return {\n    transaction_id: payload.transaction_id,\n    transaction_type: payload.transaction_type ?? 'expense',\n    transaction_date: payload.transaction_date ?? '',\n    currency_code: payload.currency_code,\n    total_amount: payload.amount,\n    vendor_name: payload.vendor_name,\n    logo: payload.vendor_logo == null ? undefined : toURL(payload.vendor_logo),\n  } as unknown as SupportedTransactionPayload;\n}\n\nexport function toBatchSummary(\n  payload: BatchDetailsResponsePayload['summary']\n): BatchSummary {\n  return {\n    failed: payload.failed,\n    matched: payload.matched,\n    noMatch: payload.no_match,\n    possibleMatches: payload.possible_matches,\n    total: payload.total,\n  };\n}\n\nexport function toBatchDetails(\n  payload: BatchDetailsResponsePayload,\n  filesEndPoint?: string\n): BatchDetails {\n  return {\n    batchId: payload.batch_id,\n    createdAt: payload.created_at,\n    files: payload.files.map((file) => toBatchFile(file, filesEndPoint)),\n    status: toBatchStatusValue(payload.status),\n    summary: toBatchSummary(payload.summary),\n  };\n}\n\n/** Batch list `status` is a string from the API — compare case-insensitively. */\nexport function isBatchListStatusCompleted(status: string): boolean {\n  return status.toLowerCase() === 'completed';\n}\n\n/**\n * Subset of the get-all-batches (`/batches?query=...`) list that is eligible for\n * `GET /batches/:batchId` details fetches. The stored list may include pending, failed, or other\n * statuses for UI; only `completed` rows should trigger batch-details requests.\n */\nexport function filterBatchListItemsForBatchDetailsFetch(\n  batches: BatchListItem[]\n): BatchListItem[] {\n  return batches.filter((batch) => isBatchListStatusCompleted(batch.status));\n}\n\n/**\n * Batch details API response `status` field — only completed payloads should be stored from\n * multi-batch fetch paths (list can be briefly stale vs. live processing state).\n */\nexport function isBatchDetailsApiStatusCompleted(status: string): boolean {\n  return status.toLowerCase() === 'completed';\n}\n\nexport function findBatchListItemForBatchId(\n  batchListByPeriod: Record<MonthYearPeriodId, BatchListItem[]>,\n  batchId: string\n): BatchListItem | undefined {\n  for (const list of Object.values(batchListByPeriod)) {\n    const found = list.find((batch) => batch.batchId === batchId);\n    if (found != null) {\n      return found;\n    }\n  }\n  return undefined;\n}\n\n/**\n * Whether it is appropriate to call `GET .../batches/:id` for details.\n * Skips when live batch status or batch list row indicates the batch is not completed yet.\n * When status is unknown in both sources, allows the request (e.g. dispatch before list refresh).\n */\nexport function shouldFetchBatchDetailsForBatchId(\n  batchStatusById: Record<string, BatchStatus>,\n  batchListByPeriod: Record<MonthYearPeriodId, BatchListItem[]>,\n  batchId: string\n): boolean {\n  const live = batchStatusById[batchId]?.status;\n  if (live === 'completed') {\n    return true;\n  }\n  if (live === 'pending' || live === 'processing') {\n    return false;\n  }\n  const listItem = findBatchListItemForBatchId(batchListByPeriod, batchId);\n  if (listItem != null && !isBatchListStatusCompleted(listItem.status)) {\n    return false;\n  }\n  return true;\n}\n\nexport function toBatchListItem(payload: BatchListItemPayload): BatchListItem {\n  return {\n    batchId: payload.batch_id,\n    createdAt: payload.created_at,\n    failedCount: payload.failed_count,\n    matchedCount: payload.matched_count,\n    noMatchCount: payload.no_match_count,\n    possibleMatchesCount: payload.possible_matches_count,\n    status: payload.status,\n    totalFiles: payload.total_files,\n  };\n}\n\n/**\n * Amount shown in the Unmatched tab manual-search list: **first line only** when `lines` exist.\n * Falls back to transaction-level totals via {@link getTransactionPayloadAmount} when there is\n * no line or no line amount (same currency fields as the rest of the transaction payload).\n */\nfunction getManualSearchListAmountFromPayload(\n  payload: SupportedTransactionPayload\n) {\n  const lineAmount = payload.lines?.[0]?.amount;\n  if (lineAmount != null) {\n    return toAmount(lineAmount, payload.currency_code, payload.currency_symbol);\n  }\n  return getTransactionPayloadAmount(payload);\n}\n\n/** Maps expense-automation transaction rows to manual-search list rows (Unmatched tab). */\nexport function supportedTransactionPayloadToManualSearchResult(\n  payload: SupportedTransactionPayload\n): ManualSearchResult {\n  const amountPayload = getManualSearchListAmountFromPayload(payload);\n  return {\n    amount: amountPayload.amount,\n    currencyCode: amountPayload.currencyCode,\n    entityId: payload.vendor_id ?? payload.customer_id ?? '',\n    memo: payload.transaction_memo ?? '',\n    transactionDate: payload.transaction_date,\n    transactionId: payload.transaction_id,\n    transactionType: payload.transaction_type,\n    vendorName: payload.vendor_name ?? '',\n    vendorLogo: toURL(payload.logo)?.href,\n  };\n}\n\n// -- Completed Transactions API Payloads (API 2) --\n\nexport interface CompletedTransactionsQueryPayload {\n  end_date?: string;\n  match_type?: string;\n  page_size?: number;\n  page_token?: string | null;\n  sort_by?: string;\n  sort_order?: string;\n  start_date?: string;\n}\n\nexport interface CompletedTransactionsResponsePayload {\n  next_page_token: string | null;\n  total_count: number;\n  transactions: SupportedTransactionPayload[];\n}\n\nexport type CompletedTransactionsResponse =\n  ZeniAPIResponse<CompletedTransactionsResponsePayload>;\n"]}

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

@@ -67,3 +67,4 @@ function createReviewTransactionPayload(accountReconciliationEntity) {
     });
     return reviewTransactionsPayload;
 }
+//# sourceMappingURL=reconciliationPayload.js.map

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

@@ -0,0 +1 @@
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'save_for_later'\n        : action.reconcileAction,\n    account_type: 'bank',\n    bank_balance: balance?.amount ?? 0,\n    cleared_balance: localData.clearedBalance.amount,\n    variance: localData.variance.amount,\n    currency_code: balance?.currencyCode,\n\n    ...(initialClearedBalance?.amount != null\n      ? {\n          initial_cleared_balance: initialClearedBalance.amount,\n        }\n      : {}),\n  };\n\n  if (method === 'POST') {\n    payload = {\n      ...payload,\n      account_id: selectedAccountId,\n      start_date: period.start,\n      end_date: period.end,\n    };\n  }\n  if (action.reconcileAction === 'exclude') {\n    payload = {\n      ...payload,\n      exclude_transaction_ids: [action.excludeTransactionId],\n    };\n  }\n  const reconciledTransactionsPayload = createReconcileTransactionPayload(\n    selectedTransactionIds,\n    accountReconciliationEntity\n  );\n  const reviewTransactionsPayload = createReviewTransactionPayload(\n    accountReconciliationEntity\n  );\n\n  return {\n    ...payload,\n    transactions: {\n      reconcile: reconciledTransactionsPayload,\n      review: reviewTransactionsPayload,\n    },\n  };\n}\n\nfunction createReconcileTransactionPayload(\n  selectedIds: ID[],\n  accountReconciliationEntity: AccountReconciliationEntity\n): MatchedTransactionPayload[] {\n  const matchedTransactionsPayload: MatchedTransactionPayload[] = [];\n  const matchedReconcileTransactions: MatchedTransaction[] =\n    accountReconciliationEntity.transactionsToReconcile.map((transaction) => {\n      return {\n        ...transaction,\n        isTransactionChecked: selectedIds.includes(transaction.id),\n      };\n    });\n  matchedReconcileTransactions.forEach((transaction) => {\n    const matchTransactionPayload = toMatchedTransactionPayload(transaction);\n    matchedTransactionsPayload.push(matchTransactionPayload);\n  });\n  return matchedTransactionsPayload;\n}\n\nfunction createReviewTransactionPayload(\n  accountReconciliationEntity: AccountReconciliationEntity\n): TransactionsToReviewPayload[] {\n  const reviewTransactionsPayload: TransactionsToReviewPayload[] = [];\n\n  accountReconciliationEntity.transactionsToReview.forEach((transaction) => {\n    const matchTransactionPayload = toTransactionsToReviewPayload(transaction);\n    reviewTransactionsPayload.push(matchTransactionPayload);\n  });\n  return reviewTransactionsPayload;\n}\n\nexport interface DeleteStatementResponsePayload {\n  statement_upload: {\n    statement_data_status: StatusCodeWithLabelPayload;\n    statement_meta_data: StatementMetaDataPayload | null;\n    statement_status: StatusCodeWithLabelPayload;\n  };\n}\n\nexport type DeleteStatementResponse =\n  ZeniAPIResponse<DeleteStatementResponsePayload>;\n\nexport interface UploadStatementDocumentAIPayload {\n  files: FilePayload[];\n  processor_run_id: string;\n}\n\nexport type UploadStatementDocumentAIResponse =\n  ZeniAPIResponse<UploadStatementDocumentAIPayload>;\n\nexport interface UploadStatementResponsePayload {\n  file: FilePayload;\n  statement_upload: {\n    account_type: string;\n    statement_data_status: StatusCodeWithLabelPayload;\n    statement_end_date: string;\n    statement_start_date: string;\n    statement_status: StatusCodeWithLabelPayload;\n    statement_upload_id: string;\n  };\n}\n\nexport type UploadStatementResponse =\n  ZeniAPIResponse<UploadStatementResponsePayload>;\n"]}

package/lib/esm/view/expenseAutomationView/payload/transactionCategorizationPayload.js

@@ -1 +1,2 @@
 export {};
+//# sourceMappingURL=transactionCategorizationPayload.js.map

package/lib/esm/view/expenseAutomationView/payload/transactionCategorizationPayload.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"transactionCategorizationPayload.js","sourceRoot":"","sources":["../../../../../src/view/expenseAutomationView/payload/transactionCategorizationPayload.ts"],"names":[],"mappings":"","sourcesContent":["import {EntityRecommendationPayload} from '../../../commonPayloadTypes/recommendationPayload';\nimport {TransactionPayload} from '../../../entity/transaction/payloadTypes/transactionPayload';\nimport {SupportedTransactionPayload} from '../../../entity/transaction/transactionState';\nimport {ZeniAPIResponse} from '../../../responsePayload';\n\nexport interface TransactionCategorizationQueryPayload {\n  auto_categorized: boolean;\n  end_date: string | null;\n  page_size: number;\n  page_token: string | null;\n  search_text: string | null;\n  sort_by: string;\n  sort_order: string;\n  start_date: string | null;\n}\n\nexport interface TransactionCategorizationPayload {\n  next_page_token: string | null;\n  query: TransactionCategorizationQueryPayload;\n  total_count: number;\n  transactions: SupportedTransactionPayload[];\n}\n\nexport type TransactionCategorizationResponse =\n  ZeniAPIResponse<TransactionCategorizationPayload>;\n\nexport interface EntityRelatedUpdatesPayload {\n  entity_id: string | null; // null indicates vendor/customer should be created on the fly\n  entity_type: string;\n  is_bulk_update: boolean;\n  recommendations: EntityRecommendationPayload;\n  updated_entity_id: string | undefined;\n  vendor_name?: string; // Required when entity_id is null and entity_type is 'vendor'\n}\nexport interface UpdateTransactionCategorizationPayload {\n  transaction: Partial<TransactionPayload>;\n  transaction_id: string;\n  transaction_type: string;\n  entity_related_updates?: EntityRelatedUpdatesPayload[];\n}\nexport interface UpdateTransactionCategorization {\n  line_ids: string[];\n  transaction_id: string;\n}\nexport interface UpdateTransactionCategorizationResponsePayload {\n  transactions_update_failed: UpdateTransactionCategorization[];\n  transactions_update_success: UpdateTransactionCategorization[];\n}\n\nexport type TransactionCategorizationUpdateResponse =\n  ZeniAPIResponse<UpdateTransactionCategorizationResponsePayload>;\n\nexport interface MarkAsReviewTransactionCategorizationPayload {\n  transactions_reviewed_failed: UpdateTransactionCategorization[];\n  transactions_reviewed_success: UpdateTransactionCategorization[];\n}\n\nexport type MarkAsReviewTransactionCategorizationPayloadResponse =\n  ZeniAPIResponse<MarkAsReviewTransactionCategorizationPayload>;\n"]}

package/lib/esm/view/expenseAutomationView/reducers/fluxAnalysisViewReducer.js

@@ -371,3 +371,4 @@ const updateFetchFailureStatus = (draft, selectedPeriod, groupType, status) => {
 };
 export const { fetchFluxAnalysisView, fetchFluxAnalysisViewSuccess, fetchFluxAnalysisViewFailure, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview, reviewFluxAnalysisView, reviewFluxAnalysisViewSuccess, reviewFluxAnalysisViewFailure, updateFluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, updateSelectedSectionIdsForReview, } = expenseAutomationFluxAnalysisView.actions;
 export default expenseAutomationFluxAnalysisView.reducer;
+//# sourceMappingURL=fluxAnalysisViewReducer.js.map

package/lib/esm/view/expenseAutomationView/reducers/fluxAnalysisViewReducer.js.map

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{PayloadAction, createSlice} from '@reduxjs/toolkit';\n\nimport {CurrencyPayload} from '../../../commonPayloadTypes/v2/viewAndReportPayloadv2';\nimport {ID} from '../../../commonStateTypes/common';\nimport {\n  MonthYearPeriod,\n  toMonthYearPeriodId,\n} from '../../../commonStateTypes/timePeriod';\nimport {PageToken} from '../../../commonStateTypes/viewAndReport/viewAndReport';\nimport {defaultVendorCurrency} from '../../../entity/vendor/vendorState';\nimport {ZeniAPIStatus} from '../../../responsePayload';\nimport {\n  toBalancesByMonthFromPayload,\n  toVendorFluxAnalysisStatusFromPayload,\n} from '../helpers/helpers';\nimport {\n  FluxAccountAndClassPayload,\n  FluxAnalysisOperatingExpensePayload,\n  FluxAnalysisTotalPayload,\n  PageMetadataPayload,\n} from '../payload/fluxAnalysisPayload';\nimport {FluxAnalysisSectionType} from '../selectorTypes/fluxAnalysisViewSelectorTypes';\nimport {\n  FluxAnalysisActionType,\n  FluxAnalysisEntities,\n  FluxAnalysisOperatingExpense,\n  FluxAnalysisViewGroup,\n  FluxAnalysisViewState,\n  FluxAnalysisViewUIState,\n  FluxVendorAccountsAndClasses,\n} from '../types/fluxAnalysisViewState';\n\nexport const initialState: FluxAnalysisViewState = {\n  fluxAnalysisEntities: {operatingExpenses: []},\n  uiState: {\n    scrollPosition: {scrollTop: 0, scrollLeft: undefined},\n    sortKey: 'vendor',\n    searchString: '',\n    sortOrder: 'ascending',\n\n    paginationInfoByGroup: {\n      generalExpense: {\n        pageToken: null,\n        hasMore: true,\n        totalCount: 0,\n        limit: 10,\n      },\n      reimbursement: {\n        pageToken: null,\n        hasMore: true,\n        totalCount: 0,\n        limit: 10,\n      },\n    },\n    collapsableStatus: {\n      generalExpense: true,\n      reimbursement: true,\n    },\n  },\n  fetchState: 'Not-Started',\n  error: undefined,\n  currency: defaultVendorCurrency,\n  totalBalancesAndVariance: undefined,\n  hasValidState() {\n    return this.fetchState == 'Completed';\n  },\n  refreshStatus: {\n    fetchState: 'Not-Started',\n    error: undefined,\n  },\n  bulkReviewStatus: {\n    fetchState: 'Not-Started',\n    error: undefined,\n  },\n  groupsBySelectedPeriod: {},\n  reviewOperatingExpenseIdsByPeriod: {},\n  selectedSectionIdsByPeriod: {},\n};\n\nconst expenseAutomationFluxAnalysisView = createSlice({\n  name: 'expenseAutomationFluxAnalysisView',\n  initialState,\n  reducers: {\n    fetchFluxAnalysisView: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          cacheOverride: boolean;\n          fetchReimbursement: boolean;\n          monthAndYear: MonthYearPeriod;\n          pageToken: PageToken;\n          refreshViewInBackground: boolean;\n          keepExistingListItems?: boolean;\n          resetListItems?: boolean;\n        }>\n      ) {\n        const {\n          refreshViewInBackground,\n          monthAndYear,\n          resetListItems,\n          fetchReimbursement,\n        } = action.payload;\n        const periodId = toMonthYearPeriodId(monthAndYear);\n\n        if (refreshViewInBackground) {\n          draft.refreshStatus = {fetchState: 'In-Progress', error: undefined};\n        } else {\n          draft.fetchState = 'In-Progress';\n          const group = draft.groupsBySelectedPeriod[periodId];\n\n          // Initialize group structure if it's the first fetch\n          if (group == null) {\n            draft.groupsBySelectedPeriod[periodId] = getInProgressGroup();\n          } else {\n            // Update fetch status based on fetchReimbursement\n            const statusField = fetchReimbursement\n              ? 'reimbursement'\n              : 'generalExpense';\n            group[statusField].fetchStatus = {\n              fetchState: 'In-Progress',\n              error: undefined,\n            };\n          }\n\n          // Reset list if necessary\n          if (resetListItems === true) {\n            const statusField = fetchReimbursement\n              ? 'reimbursement'\n              : 'generalExpense';\n            draft.groupsBySelectedPeriod[periodId][\n              statusField\n            ].operatingExpenseIds = [];\n          }\n        }\n      },\n\n      prepare(\n        monthAndYear: MonthYearPeriod,\n        cacheOverride: boolean,\n        refreshViewInBackground: boolean,\n        pageToken: PageToken,\n        fetchReimbursement = false,\n        keepExistingListItems?: boolean,\n        resetListItems?: boolean\n      ) {\n        return {\n          payload: {\n            monthAndYear,\n            refreshViewInBackground,\n            cacheOverride,\n            pageToken,\n            fetchReimbursement,\n            keepExistingListItems,\n            resetListItems,\n          },\n        };\n      },\n    },\n\n    fetchFluxAnalysisViewSuccess(\n      draft,\n      action: PayloadAction<{\n        currency: CurrencyPayload;\n        expensesPayload: FluxAnalysisOperatingExpensePayload[];\n        fetchReimbursement: boolean;\n        selectedPeriod: MonthYearPeriod;\n        keepExistingListItems?: boolean;\n        totalsPayload?: FluxAnalysisTotalPayload;\n      }>\n    ) {\n      const {\n        expensesPayload,\n        selectedPeriod,\n        keepExistingListItems,\n        fetchReimbursement,\n        currency,\n        totalsPayload,\n      } = action.payload;\n\n      const periodId = toMonthYearPeriodId(selectedPeriod);\n      const group = draft.groupsBySelectedPeriod[periodId];\n      const groupToBeFetched = fetchReimbursement\n        ? group.reimbursement\n        : group.generalExpense;\n      const fluxOpExEntityIds = expensesPayload.map(\n        (expense) => expense.flux_analysis_entity_id\n      );\n\n      // Handle fetch completion\n      handleFetchCompletion(\n        draft,\n        selectedPeriod,\n        fetchReimbursement,\n        groupToBeFetched\n      );\n\n      draft.fetchState = 'Completed';\n\n      // Update flux analysis entities\n      const allFluxAnalysisEntities = updateFluxAnalysisEntities(\n        draft.fluxAnalysisEntities,\n        expensesPayload,\n        currency\n      );\n\n      // Update operating expense ids based on the \"keepExistingListItems\" flag\n      updateOperatingExpenseIds(\n        draft,\n        selectedPeriod,\n        groupToBeFetched,\n        fluxOpExEntityIds,\n        fetchReimbursement,\n        keepExistingListItems\n      );\n\n      // Update total balances and variance if available\n      if (totalsPayload != null) {\n        updateTotals(draft, selectedPeriod, totalsPayload, currency);\n      }\n\n      // Set currency\n      draft.currency = {\n        currencyCode: currency.currency_code,\n        currencySymbol: currency.currency_symbol,\n      };\n\n      // Reset review operating expenses ids for the period\n      draft.reviewOperatingExpenseIdsByPeriod[periodId] = [];\n\n      // Final update of flux analysis entities\n      draft.fluxAnalysisEntities = allFluxAnalysisEntities;\n    },\n    updateFluxAnalysisViewPageMetaData(\n      draft,\n      action: PayloadAction<{\n        fetchReimbursement: boolean;\n        pageMetaData?: PageMetadataPayload;\n      }>\n    ) {\n      draft.uiState = {\n        ...draft.uiState,\n        paginationInfoByGroup: {\n          generalExpense:\n            action.payload.fetchReimbursement === true\n              ? draft.uiState.paginationInfoByGroup.generalExpense\n              : {\n                  ...draft.uiState.paginationInfoByGroup.generalExpense,\n                  pageToken:\n                    action.payload.pageMetaData?.next_page_token ?? null,\n                  hasMore:\n                    action.payload.pageMetaData?.is_more_data_to_load ?? true,\n                },\n          reimbursement:\n            action.payload.fetchReimbursement === false\n              ? draft.uiState.paginationInfoByGroup.reimbursement\n              : {\n                  ...draft.uiState.paginationInfoByGroup.reimbursement,\n                  pageToken:\n                    action.payload.pageMetaData?.next_page_token ?? null,\n                  hasMore:\n                    action.payload.pageMetaData?.is_more_data_to_load ?? true,\n                },\n        },\n      };\n    },\n    fetchFluxAnalysisViewFailure(\n      draft,\n      action: PayloadAction<{\n        fetchReimbursement: boolean;\n        selectedPeriod: MonthYearPeriod;\n        status: ZeniAPIStatus;\n      }>\n    ) {\n      const {status, fetchReimbursement, selectedPeriod} = action.payload;\n      const periodId = toMonthYearPeriodId(selectedPeriod);\n      if (fetchReimbursement) {\n        updateFetchFailureStatus(\n          draft,\n          selectedPeriod,\n          'reimbursement',\n          status\n        );\n      } else {\n        const generalExpenseStatus =\n          draft.groupsBySelectedPeriod[periodId]?.generalExpense?.fetchStatus\n            .fetchState;\n        if (generalExpenseStatus === 'In-Progress') {\n          updateFetchFailureStatus(\n            draft,\n            selectedPeriod,\n            'generalExpense',\n            status\n          );\n        } else {\n          draft.refreshStatus = {fetchState: 'Error', error: status};\n        }\n      }\n\n      draft.fetchState = 'Error';\n      draft.error = status;\n    },\n    // This action updates the sections ids whenever a section is bulk selected\n    updateSelectedSectionIdsForReview(\n      draft,\n      action: PayloadAction<{\n        sectionId: FluxAnalysisSectionType[];\n        selectedPeriod: MonthYearPeriod;\n      }>\n    ) {\n      const {sectionId, selectedPeriod} = action.payload;\n      draft.selectedSectionIdsByPeriod[toMonthYearPeriodId(selectedPeriod)] =\n        sectionId;\n    },\n    updateOperatingExpensesIdsForReview(\n      draft,\n      action: PayloadAction<{\n        operatingExpenseIds: ID[];\n        selectedPeriod: MonthYearPeriod;\n      }>\n    ) {\n      const {operatingExpenseIds, selectedPeriod} = action.payload;\n      draft.reviewOperatingExpenseIdsByPeriod[\n        toMonthYearPeriodId(selectedPeriod)\n      ] = operatingExpenseIds;\n    },\n\n    reviewFluxAnalysisView: {\n      reducer(draft) {\n        draft.bulkReviewStatus = {\n          fetchState: 'In-Progress',\n        };\n      },\n      prepare(\n        actionType: FluxAnalysisActionType,\n        operatingExpenseIds: ID[],\n        selectedPeriod: MonthYearPeriod,\n        isBulk?: boolean\n      ) {\n        return {\n          payload: {actionType, operatingExpenseIds, selectedPeriod, isBulk},\n        };\n      },\n    },\n    reviewFluxAnalysisViewSuccess(\n      draft,\n      action: PayloadAction<{\n        currency: CurrencyPayload;\n        expensesPayload: FluxAnalysisOperatingExpensePayload[];\n        selectedPeriod: MonthYearPeriod;\n      }>\n    ) {\n      const {expensesPayload, currency, selectedPeriod} = action.payload;\n      const periodId = toMonthYearPeriodId(selectedPeriod);\n\n      // Create a map of flux entity IDs to be removed for efficiency\n      const fluxEntitiesToRemove = new Set(\n        expensesPayload.map(\n          (opExPayload) => opExPayload.flux_analysis_entity_id\n        )\n      );\n\n      // Generate updated flux entities\n      const updatedFluxEntities = [\n        ...draft.fluxAnalysisEntities.operatingExpenses.filter(\n          (fluxEntity) =>\n            !fluxEntitiesToRemove.has(fluxEntity.fluxAnalysisEntityId)\n        ),\n        ...expensesPayload.map((opExPayload) =>\n          toFluxAnalysisOperatingExpense(opExPayload, currency)\n        ),\n      ];\n\n      // Update the draft with the new list of operating expenses\n      draft.fluxAnalysisEntities = {\n        operatingExpenses: updatedFluxEntities,\n      };\n\n      // Reset the review state\n      draft.reviewOperatingExpenseIdsByPeriod[periodId] = [];\n      draft.selectedSectionIdsByPeriod[periodId] = [];\n      draft.bulkReviewStatus = {\n        fetchState: 'Completed',\n      };\n    },\n\n    reviewFluxAnalysisViewFailure(\n      draft,\n      action: PayloadAction<{\n        operatingExpenseIds: ID[];\n        status: ZeniAPIStatus;\n      }>\n    ) {\n      const {status} = action.payload;\n      draft.bulkReviewStatus = {\n        fetchState: 'Error',\n        error: status,\n      };\n    },\n    updateFluxAnalysisViewUIState(\n      draft,\n      action: PayloadAction<Partial<FluxAnalysisViewUIState>>\n    ) {\n      if (action.payload.sortKey != null) {\n        draft.uiState.sortKey = action.payload.sortKey;\n      }\n      if (action.payload.sortOrder != null) {\n        draft.uiState.sortOrder = action.payload.sortOrder;\n      }\n      if (action.payload.searchString != null) {\n        draft.uiState.searchString = action.payload.searchString;\n      }\n      if (action.payload.scrollPosition != null) {\n        draft.uiState.scrollPosition = action.payload.scrollPosition;\n      }\n      if (action.payload.collapsableStatus != null) {\n        draft.uiState.collapsableStatus = action.payload.collapsableStatus;\n      }\n    },\n    clearExpenseAutomationFluxAnalysisView(draft) {\n      Object.assign(draft, initialState);\n    },\n  },\n});\n\nconst toFluxAnalysisOperatingExpenses = (\n  operatingExpensesPayload: FluxAnalysisOperatingExpensePayload[],\n  currency: CurrencyPayload\n): FluxAnalysisOperatingExpense[] => {\n  const operatingExpenses: FluxAnalysisOperatingExpense[] = [];\n  operatingExpensesPayload.forEach((operatingExpensePayload) => {\n    operatingExpenses.push(\n      toFluxAnalysisOperatingExpense(operatingExpensePayload, currency)\n    );\n  });\n  return operatingExpenses;\n};\n\nconst toFluxAnalysisOperatingExpense = (\n  operatingExpensePayload: FluxAnalysisOperatingExpensePayload,\n  currency: CurrencyPayload\n): FluxAnalysisOperatingExpense => {\n  return {\n    fluxAnalysisEntityId: operatingExpensePayload.flux_analysis_entity_id,\n    vendorId: operatingExpensePayload.vendor_id,\n    vendorAccountsAndClasses: toVendorAccountsAndClasses(\n      operatingExpensePayload.category_and_class_json,\n      currency\n    ),\n    userId: operatingExpensePayload.reviewed_by_user_id ?? undefined,\n    varianceAmount: operatingExpensePayload.variance_amount,\n    variancePercentage: operatingExpensePayload.variance_percentage,\n    currency: {\n      currencyCode: currency.currency_code,\n      currencySymbol: currency.currency_symbol,\n    },\n    anomalyReason: operatingExpensePayload.anomaly_reason,\n    status: toVendorFluxAnalysisStatusFromPayload(\n      operatingExpensePayload.status\n    ),\n    balancesByMonth: toBalancesByMonthFromPayload(\n      operatingExpensePayload.month_1,\n      operatingExpensePayload.month_2,\n      currency\n    ),\n  };\n};\nconst toVendorAccountsAndClasses = (\n  accountAndClassJSON: FluxAccountAndClassPayload[],\n  currency: CurrencyPayload\n): FluxVendorAccountsAndClasses[] => {\n  return accountAndClassJSON.map(\n    (accountAndClass: FluxAccountAndClassPayload) => {\n      return {\n        varianceAmount: accountAndClass.variance_amount,\n        variancePercentage: accountAndClass.variance_percentage,\n        accountId: accountAndClass.account_id,\n        classId: accountAndClass.accounting_class_id,\n        balancesByMonth: toBalancesByMonthFromPayload(\n          accountAndClass.month_1,\n          accountAndClass.month_2,\n          currency\n        ),\n      };\n    }\n  );\n};\n\nconst getInProgressGroup = () => {\n  return {\n    generalExpense: {\n      fetchStatus: {\n        fetchState: 'In-Progress',\n        error: undefined,\n      },\n      operatingExpenseIds: [],\n      total: undefined,\n    } as FluxAnalysisViewGroup,\n    reimbursement: {\n      fetchStatus: {fetchState: 'Not-Started', error: undefined},\n      operatingExpenseIds: [],\n      total: undefined,\n    } as FluxAnalysisViewGroup,\n  };\n};\n// Helper function to handle the fetch completion\nconst handleFetchCompletion = (\n  draft: FluxAnalysisViewState,\n  selectedPeriod: MonthYearPeriod,\n  fetchReimbursement: boolean,\n  groupToBeFetched: FluxAnalysisViewGroup\n) => {\n  const periodId = toMonthYearPeriodId(selectedPeriod);\n\n  if (fetchReimbursement) {\n    draft.groupsBySelectedPeriod[periodId].reimbursement.fetchStatus = {\n      fetchState: 'Completed',\n      error: undefined,\n    };\n  } else if (groupToBeFetched.fetchStatus.fetchState === 'In-Progress') {\n    draft.groupsBySelectedPeriod[periodId].generalExpense.fetchStatus = {\n      fetchState: 'Completed',\n      error: undefined,\n    };\n  } else {\n    draft.refreshStatus = {fetchState: 'Completed', error: undefined};\n  }\n};\n\n// Helper function to update flux analysis entities\nconst updateFluxAnalysisEntities = (\n  existingEntities: FluxAnalysisEntities,\n  expensesPayload: FluxAnalysisOperatingExpensePayload[],\n  currency: CurrencyPayload\n) => {\n  const incomingExpenses = toFluxAnalysisOperatingExpenses(\n    expensesPayload,\n    currency\n  );\n\n  // Combine existing and incoming expenses, prioritizing incoming\n  const allExpenses = [\n    ...existingEntities.operatingExpenses,\n    ...incomingExpenses,\n  ];\n\n  // Use a Map to deduplicate by fluxAnalysisEntityId, keeping the latest (incoming) entry\n  const expensesMap = new Map<ID, FluxAnalysisOperatingExpense>();\n  allExpenses.forEach((expense) => {\n    expensesMap.set(expense.fluxAnalysisEntityId, expense);\n  });\n\n  return {operatingExpenses: Array.from(expensesMap.values())};\n};\n\n// Helper function to update operating expense ids\nconst updateOperatingExpenseIds = (\n  draft: FluxAnalysisViewState,\n  selectedPeriod: MonthYearPeriod,\n  groupToBeFetched: FluxAnalysisViewGroup,\n  fluxOpExEntityIds: ID[],\n  fetchReimbursement: boolean,\n  keepExistingListItems?: boolean\n) => {\n  const periodId = toMonthYearPeriodId(selectedPeriod);\n  const updatedOperatingExpenseIds =\n    keepExistingListItems === true\n      ? Array.from(\n          new Set([\n            ...groupToBeFetched.operatingExpenseIds,\n            ...fluxOpExEntityIds,\n          ])\n        )\n      : fluxOpExEntityIds;\n\n  if (fetchReimbursement) {\n    draft.groupsBySelectedPeriod[periodId].reimbursement.operatingExpenseIds =\n      updatedOperatingExpenseIds;\n  } else {\n    draft.groupsBySelectedPeriod[periodId].generalExpense.operatingExpenseIds =\n      updatedOperatingExpenseIds;\n  }\n};\n\n// Helper function to update totals\nconst updateTotals = (\n  draft: FluxAnalysisViewState,\n  selectedPeriod: MonthYearPeriod,\n  totalsPayload: FluxAnalysisTotalPayload,\n  currency: CurrencyPayload\n) => {\n  const periodId = toMonthYearPeriodId(selectedPeriod);\n\n  draft.totalBalancesAndVariance = {\n    balancesByMonth: toBalancesByMonthFromPayload(\n      totalsPayload.total.month_1,\n      totalsPayload.total.month_2,\n      currency\n    ),\n    varianceAmount: totalsPayload.total.variance_amount,\n    variancePercentage: totalsPayload.total.variance_percentage,\n  };\n\n  draft.groupsBySelectedPeriod[periodId].generalExpense.total = {\n    balancesByMonth: toBalancesByMonthFromPayload(\n      totalsPayload.general_expenses.month_1,\n      totalsPayload.general_expenses.month_2,\n      currency\n    ),\n    varianceAmount: totalsPayload.general_expenses.variance_amount,\n    variancePercentage: totalsPayload.general_expenses.variance_percentage,\n  };\n\n  draft.groupsBySelectedPeriod[periodId].reimbursement.total = {\n    balancesByMonth: toBalancesByMonthFromPayload(\n      totalsPayload.reimbursement.month_1,\n      totalsPayload.reimbursement.month_2,\n      currency\n    ),\n    varianceAmount: totalsPayload.reimbursement.variance_amount,\n    variancePercentage: totalsPayload.reimbursement.variance_percentage,\n  };\n};\n\n// Helper function to update the fetch failure status for a group\nconst updateFetchFailureStatus = (\n  draft: FluxAnalysisViewState,\n  selectedPeriod: MonthYearPeriod,\n  groupType: 'reimbursement' | 'generalExpense',\n  status: ZeniAPIStatus\n) => {\n  const periodId = toMonthYearPeriodId(selectedPeriod);\n\n  const group = draft.groupsBySelectedPeriod[periodId][groupType];\n  group.operatingExpenseIds = [];\n  group.fetchStatus = {fetchState: 'Error', error: status};\n};\n\nexport const {\n  fetchFluxAnalysisView,\n  fetchFluxAnalysisViewSuccess,\n  fetchFluxAnalysisViewFailure,\n  clearExpenseAutomationFluxAnalysisView,\n  updateOperatingExpensesIdsForReview,\n  reviewFluxAnalysisView,\n  reviewFluxAnalysisViewSuccess,\n  reviewFluxAnalysisViewFailure,\n  updateFluxAnalysisViewUIState,\n  updateFluxAnalysisViewPageMetaData,\n  updateSelectedSectionIdsForReview,\n} = expenseAutomationFluxAnalysisView.actions;\n\nexport default expenseAutomationFluxAnalysisView.reducer;\n"]}

package/lib/esm/view/expenseAutomationView/reducers/jeSchedulesViewReducer.js

@@ -447,3 +447,4 @@ const doUpdateAccountSettingsListForAccountTypes = (draft, accountPayloadList) =
         fetchState: 'Completed',
     };
 };
+//# sourceMappingURL=jeSchedulesViewReducer.js.map

package/lib/esm/view/expenseAutomationView/reducers/jeSchedulesViewReducer.js.map

@@ -0,0 +1 @@
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{PayloadAction, createSlice} from '@reduxjs/toolkit';\n\nimport {geNestedAccountIDHierarchyForReport} from '../../../commonStateTypes/accountView/getNestedAccountIDHierarchyForReport';\nimport {ID} from '../../../commonStateTypes/common';\nimport {\n  MonthYearPeriod,\n  TimePeriod,\n  toMonthYearPeriodId,\n} from '../../../commonStateTypes/timePeriod';\nimport {\n  AccountMetadataPayload,\n  mapAccountBasePayloadToAccountBase,\n  mapAccountMetadataPayloadToAccountMetadata,\n} from '../../../entity/account/accountPayload';\nimport {\n  JEScheduledTransactionPayload,\n  getTransactionDetailKeyPayload,\n} from '../../../entity/jeSchedules/jeSchedulesPayload';\nimport {\n  JEScheduleTransactionKey,\n  ScheduleTypes,\n} from '../../../entity/jeSchedules/jeSchedulesTypes';\nimport {toTransactionID} from '../../../entity/transaction/payloadTypes/transactionIDPayload';\nimport {ZeniAPIStatus} from '../../../responsePayload';\nimport {\n  AccountTypeRecommendationPayload,\n  mapAccountTypeRecommendationPayloadToAccountRecommendationByType,\n} from '../../accountMappingView/accountTypeRecommendation/accountTypeRecommendationPayload';\nimport {getZeniTransactionDetailKey} from '../../transactionDetail/transactionDetailState';\nimport {\n  AccountSettingsLocalData,\n  AccountSettingsState,\n  JEScheduleLocalData,\n  JESchedulesViewState,\n} from '../types/jeSchedulesViewState';\n\nexport const accountSettingsInitialState: AccountSettingsState = {\n  localData: {\n    selectedPrepaidExpensesAccountIds: [],\n    selectedFixedAssetsAccountIds: [],\n    selectedAccruedExpensesAccountIds: [],\n\n    previousPrepaidExpensesAccount: [],\n    previousFixedAssetsAccount: [],\n    previousAccruedExpensesAccount: [],\n  },\n  accountListFetchState: {\n    error: undefined,\n    fetchState: 'Not-Started',\n  },\n\n  recommendationFetchState: {\n    error: undefined,\n    fetchState: 'Not-Started',\n  },\n  updateFetchState: {\n    error: undefined,\n    fetchState: 'Not-Started',\n  },\n\n  prepaidExpensesAccountIdList: [], // list of prepaid expenses accounts\n  prepaidExpensesNestedAccountListHierarchy: [],\n  prepaidExpensesRecommendations: [],\n\n  fixedAssetsAccountIdList: [], // list of fixed assets accounts\n  fixedAssetsNestedAccountListHierarchy: [],\n  fixedAssetsRecommendations: [],\n\n  accruedExpensesAccountIdList: [], // list of accrued expenses accounts\n  accruedExpensesNestedAccountListHierarchy: [],\n  accruedExpensesRecommendations: [],\n};\n\nexport const initialState: JESchedulesViewState = {\n  jeScheduleTransactionKeysByPeriod: {},\n  failedJeScheduleTransactionKeysByPeriod: {},\n  postStatusById: {},\n  ignoreStatusById: {},\n  jeScheduleLocalDataById: {},\n  uiState: {\n    searchString: '',\n    scrollPosition: {scrollTop: 0, scrollLeft: undefined},\n    totalCount: 0,\n    limit: 10,\n  },\n  refreshStatus: {\n    fetchState: 'Not-Started',\n    error: undefined,\n  },\n  accountSettings: accountSettingsInitialState,\n  fetchState: 'Not-Started',\n  error: undefined,\n  hasValidState() {\n    return this.fetchState == 'Completed';\n  },\n};\n\nconst expenseAutomationJESchedulesView = createSlice({\n  name: 'expenseAutomationJESchedulesView',\n  initialState,\n  reducers: {\n    fetchJeSchedulesPage: {\n      prepare(period: TimePeriod, refreshViewInBackground = false) {\n        return {\n          payload: {\n            period,\n            refreshViewInBackground,\n          },\n        };\n      },\n      reducer() {\n        // Do nothing\n      },\n    },\n    fetchJeSchedules: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          refreshViewInBackground: boolean;\n        }>\n      ) {\n        const {refreshViewInBackground} = action.payload;\n        if (refreshViewInBackground) {\n          draft.refreshStatus = {fetchState: 'In-Progress', error: undefined};\n        } else {\n          draft.fetchState = 'In-Progress';\n          draft.error = undefined;\n        }\n      },\n      prepare(period: TimePeriod, refreshViewInBackground = false) {\n        return {\n          payload: {\n            period,\n            refreshViewInBackground,\n          },\n        };\n      },\n    },\n    fetchJeSchedulesSuccess(\n      draft,\n      action: PayloadAction<{\n        failedJeSchedules: JEScheduledTransactionPayload[];\n        jeSchedules: JEScheduledTransactionPayload[];\n        refreshViewInBackground: boolean;\n        selectedPeriod: MonthYearPeriod;\n      }>\n    ) {\n      const {\n        jeSchedules,\n        selectedPeriod,\n        failedJeSchedules,\n        refreshViewInBackground,\n      } = action.payload;\n      const jeScheduleTransactionKeys = jeSchedules.map((schedules) => {\n        const transactionID = toTransactionID(schedules.base_transaction);\n        return getZeniTransactionDetailKey(transactionID);\n      });\n\n      const failedJeScheduleTransactionKeys = failedJeSchedules.map(\n        (schedules) => {\n          const transactionID = toTransactionID(schedules.base_transaction);\n          return getZeniTransactionDetailKey(transactionID);\n        }\n      );\n\n      if (\n        refreshViewInBackground === true &&\n        draft.refreshStatus.fetchState === 'In-Progress'\n      ) {\n        draft.refreshStatus = {fetchState: 'Completed', error: undefined};\n      } else {\n        draft.fetchState = 'Completed';\n        draft.error = undefined;\n      }\n\n      draft.jeScheduleTransactionKeysByPeriod[\n        toMonthYearPeriodId(selectedPeriod)\n      ] = jeScheduleTransactionKeys;\n      draft.failedJeScheduleTransactionKeysByPeriod[\n        toMonthYearPeriodId(selectedPeriod)\n      ] = failedJeScheduleTransactionKeys;\n    },\n    fetchJeSchedulesFailure(\n      draft,\n      action: PayloadAction<{\n        selectedPeriod: MonthYearPeriod;\n        status: ZeniAPIStatus;\n      }>\n    ) {\n      const {status, selectedPeriod} = action.payload;\n\n      if (draft.refreshStatus.fetchState === 'In-Progress') {\n        draft.refreshStatus = {fetchState: 'Error', error: status};\n      } else {\n        draft.fetchState = 'Error';\n        draft.error = status;\n      }\n\n      draft.jeScheduleTransactionKeysByPeriod[\n        toMonthYearPeriodId(selectedPeriod)\n      ] = [];\n    },\n    retryJeSchedule(\n      draft,\n      action: PayloadAction<{\n        jeScheduleTransactionKey: JEScheduleTransactionKey;\n        scheduledJournalEntryID: ID;\n      }>\n    ) {\n      const {scheduledJournalEntryID} = action.payload;\n      const prevData = draft.postStatusById;\n      draft.postStatusById = {\n        ...prevData,\n        [scheduledJournalEntryID]: {\n          fetchState: 'In-Progress',\n          error: undefined,\n        },\n      };\n    },\n    retryJeScheduleSuccess(\n      draft,\n      action: PayloadAction<{\n        scheduledJournalEntryID: ID;\n      }>\n    ) {\n      const {scheduledJournalEntryID} = action.payload;\n      const prevData = draft.postStatusById;\n      draft.postStatusById = {\n        ...prevData,\n        [scheduledJournalEntryID]: {\n          fetchState: 'Completed',\n          error: undefined,\n        },\n      };\n    },\n    retryJeScheduleFailure(\n      draft,\n      action: PayloadAction<{\n        scheduledJournalEntryID: ID;\n        status: ZeniAPIStatus;\n      }>\n    ) {\n      const {status, scheduledJournalEntryID} = action.payload;\n      const prevData = draft.postStatusById;\n      draft.postStatusById = {\n        ...prevData,\n        [scheduledJournalEntryID]: {\n          fetchState: 'Error',\n          error: status,\n        },\n      };\n    },\n    ignoreRecommendedJeSchedule: {\n      prepare(\n        jeScheduleTransactionKey: JEScheduleTransactionKey,\n        scheduleType: ScheduleTypes\n      ) {\n        return {\n          payload: {\n            jeScheduleTransactionKey,\n            scheduleType,\n          },\n        };\n      },\n      reducer(\n        draft,\n        action: PayloadAction<{\n          jeScheduleTransactionKey: JEScheduleTransactionKey;\n        }>\n      ) {\n        const {jeScheduleTransactionKey} = action.payload;\n\n        const prevData = draft.ignoreStatusById;\n\n        draft.ignoreStatusById = {\n          ...prevData,\n          [jeScheduleTransactionKey]: {\n            fetchState: 'In-Progress',\n            error: undefined,\n          },\n        };\n      },\n    },\n    ignoreRecommendedJeScheduleSuccess: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          jeScheduleTransactionKey: JEScheduleTransactionKey;\n        }>\n      ) {\n        const {jeScheduleTransactionKey} = action.payload;\n        const prevData = draft.ignoreStatusById;\n        draft.ignoreStatusById = {\n          ...prevData,\n          [jeScheduleTransactionKey]: {\n            fetchState: 'Completed',\n            error: undefined,\n          },\n        };\n      },\n      prepare(jeScheduleTransactionKey: JEScheduleTransactionKey) {\n        return {\n          payload: {\n            jeScheduleTransactionKey,\n          },\n        };\n      },\n    },\n    ignoreRecommendedJeScheduleFailure(\n      draft,\n      action: PayloadAction<{\n        jeScheduleTransactionKey: JEScheduleTransactionKey;\n        status: ZeniAPIStatus;\n      }>\n    ) {\n      const {status, jeScheduleTransactionKey} = action.payload;\n      const prevData = draft.ignoreStatusById;\n      draft.ignoreStatusById = {\n        ...prevData,\n        [jeScheduleTransactionKey]: {\n          fetchState: 'Error',\n          error: status,\n        },\n      };\n    },\n    updateJeScheduleTransactionKeys: {\n      prepare(\n        jeScheduleKeys: JEScheduleTransactionKey[],\n        selectedPeriod: MonthYearPeriod\n      ) {\n        return {\n          payload: {\n            jeScheduleKeys: jeScheduleKeys,\n            selectedPeriod: selectedPeriod,\n          },\n        };\n      },\n\n      reducer(\n        draft,\n        action: PayloadAction<{\n          jeScheduleKeys: JEScheduleTransactionKey[];\n          selectedPeriod: MonthYearPeriod;\n        }>\n      ) {\n        const {selectedPeriod, jeScheduleKeys} = action.payload;\n        draft.jeScheduleTransactionKeysByPeriod[\n          toMonthYearPeriodId(selectedPeriod)\n        ] = jeScheduleKeys;\n      },\n    },\n    removeJeScheduleTransactionKey: {\n      prepare(\n        jeScheduleKey: JEScheduleTransactionKey,\n        selectedPeriod: MonthYearPeriod\n      ) {\n        return {\n          payload: {\n            jeScheduleKey: jeScheduleKey,\n            selectedPeriod: selectedPeriod,\n          },\n        };\n      },\n      reducer(\n        draft,\n        action: PayloadAction<{\n          jeScheduleKey: JEScheduleTransactionKey;\n          selectedPeriod: MonthYearPeriod;\n        }>\n      ) {\n        const {selectedPeriod, jeScheduleKey} = action.payload;\n        const prevData = [\n          ...(draft.jeScheduleTransactionKeysByPeriod[\n            toMonthYearPeriodId(selectedPeriod)\n          ] ?? []),\n        ];\n        const filteredKeys = prevData.filter(\n          (jeKey) => jeKey !== jeScheduleKey\n        );\n\n        draft.jeScheduleTransactionKeysByPeriod[\n          toMonthYearPeriodId(selectedPeriod)\n        ] = filteredKeys;\n      },\n    },\n    removeFailedJeScheduleTransactionKey: {\n      prepare(\n        failedJeScheduleKey: JEScheduleTransactionKey,\n        selectedPeriod: MonthYearPeriod\n      ) {\n        return {\n          payload: {\n            failedJeScheduleKey: failedJeScheduleKey,\n            selectedPeriod: selectedPeriod,\n          },\n        };\n      },\n      reducer(\n        draft,\n        action: PayloadAction<{\n          failedJeScheduleKey: JEScheduleTransactionKey;\n          selectedPeriod: MonthYearPeriod;\n        }>\n      ) {\n        const {selectedPeriod, failedJeScheduleKey} = action.payload;\n        const prevData = [\n          ...(draft.failedJeScheduleTransactionKeysByPeriod[\n            toMonthYearPeriodId(selectedPeriod)\n          ] ?? []),\n        ];\n        const filteredKeys = prevData.filter(\n          (jeKey) => jeKey !== failedJeScheduleKey\n        );\n\n        draft.failedJeScheduleTransactionKeysByPeriod[\n          toMonthYearPeriodId(selectedPeriod)\n        ] = filteredKeys;\n      },\n    },\n    initializeJeScheduleLocalData: {\n      reducer() {\n        /* DO nothing*/\n      },\n\n      prepare(jeSchedules: JEScheduledTransactionPayload[]) {\n        return {\n          payload: {\n            jeScheduleTransactionKeys: [\n              ...jeSchedules.map((jeSchedule) =>\n                getTransactionDetailKeyPayload(jeSchedule.base_transaction)\n              ),\n            ],\n          },\n        };\n      },\n    },\n    clearJeScheduleLocalData(draft) {\n      for (const key in draft.jeScheduleLocalDataById) {\n        if (\n          Object.prototype.hasOwnProperty.call(\n            draft.jeScheduleLocalDataById,\n            key\n          )\n        ) {\n          const {jeScheduleID, scheduledJournalEntryID, jeScheduleType} =\n            draft.jeScheduleLocalDataById[key];\n          draft.jeScheduleLocalDataById[key] = {\n            jeScheduleID,\n            scheduledJournalEntryID,\n            jeScheduleType,\n            updatedAccumulatedDepreciationCategoryID: undefined,\n            updatedCategoryId: undefined,\n            updatedVendor: undefined,\n          };\n        }\n      }\n    },\n    updateJeScheduleLocalDataById(\n      draft,\n      action: PayloadAction<{\n        localData: Partial<JEScheduleLocalData>;\n        scheduledJournalEntryID: ID;\n      }>\n    ) {\n      const {scheduledJournalEntryID, localData} = action.payload;\n\n      const prevData = draft.jeScheduleLocalDataById;\n      const prevLocalDataById =\n        draft.jeScheduleLocalDataById[scheduledJournalEntryID];\n\n      draft.jeScheduleLocalDataById = {\n        ...prevData,\n        [scheduledJournalEntryID]: {\n          ...prevLocalDataById,\n          ...localData,\n        },\n      };\n    },\n    removeJeScheduleLocalDataById(\n      draft,\n      action: PayloadAction<{scheduledJournalEntryID: ID}>\n    ) {\n      const {scheduledJournalEntryID} = action.payload;\n      delete draft.jeScheduleLocalDataById[scheduledJournalEntryID];\n    },\n    initializeAccountSettingsView(draft) {\n      draft.accountSettings.localData = accountSettingsInitialState.localData;\n    },\n    fetchRecommendationForAccountSettings(draft) {\n      draft.accountSettings.recommendationFetchState = {\n        error: undefined,\n        fetchState: 'In-Progress',\n      };\n    },\n    fetchAccountSettingsListForAccountTypes(draft) {\n      draft.accountSettings.accountListFetchState = {\n        error: undefined,\n        fetchState: 'In-Progress',\n      };\n    },\n    updateRecommendationForAccountSettings(\n      draft,\n      action: PayloadAction<AccountTypeRecommendationPayload>\n    ) {\n      doUpdateRecommendationForAccountSettings(\n        draft.accountSettings,\n        action.payload\n      );\n    },\n    updateRecommendationForAccountSettingsFailure(\n      draft,\n      action: PayloadAction<{status: ZeniAPIStatus}>\n    ) {\n      const {status} = action.payload;\n      draft.accountSettings.recommendationFetchState = {\n        error: status,\n        fetchState: 'Error',\n      };\n    },\n    updateAccountSettingsListForAccountTypesFailure(\n      draft,\n      action: PayloadAction<{status: ZeniAPIStatus}>\n    ) {\n      const {status} = action.payload;\n      draft.accountSettings.accountListFetchState = {\n        error: status,\n        fetchState: 'Error',\n      };\n    },\n    updateAccountSettingsListForAccountTypes(\n      draft,\n      action: PayloadAction<{\n        accountPayload: AccountMetadataPayload[];\n      }>\n    ) {\n      doUpdateAccountSettingsListForAccountTypes(\n        draft.accountSettings,\n        action.payload.accountPayload\n      );\n    },\n    saveAccountSettings(draft) {\n      draft.accountSettings.updateFetchState = {\n        error: undefined,\n        fetchState: 'In-Progress',\n      };\n    },\n    saveAccountSettingsSuccess(draft) {\n      draft.accountSettings.updateFetchState = {\n        error: undefined,\n        fetchState: 'Completed',\n      };\n    },\n    saveAccountSettingsLocalData(\n      draft,\n      action: PayloadAction<{data: Partial<AccountSettingsLocalData>}>\n    ) {\n      const {data} = action.payload;\n      draft.accountSettings.localData = {\n        ...draft.accountSettings.localData,\n        ...data,\n      };\n    },\n    saveAccountSettingsFailure(\n      draft,\n      action: PayloadAction<{status: ZeniAPIStatus}>\n    ) {\n      const {status} = action.payload;\n      draft.accountSettings.updateFetchState = {\n        error: status,\n        fetchState: 'Error',\n      };\n    },\n    clearJeAccountSettingsLocalData(draft) {\n      draft.accountSettings.localData = accountSettingsInitialState.localData;\n    },\n    clearExpenseAutomationJESchedulesView(draft) {\n      Object.assign(draft, initialState);\n    },\n  },\n});\n\nexport const {\n  clearExpenseAutomationJESchedulesView,\n  clearJeAccountSettingsLocalData,\n  clearJeScheduleLocalData,\n  fetchAccountSettingsListForAccountTypes,\n  fetchJeSchedules,\n  fetchJeSchedulesFailure,\n  fetchJeSchedulesPage,\n  fetchJeSchedulesSuccess,\n  fetchRecommendationForAccountSettings,\n  ignoreRecommendedJeSchedule,\n  ignoreRecommendedJeScheduleFailure,\n  ignoreRecommendedJeScheduleSuccess,\n  initializeAccountSettingsView,\n  initializeJeScheduleLocalData,\n  removeFailedJeScheduleTransactionKey,\n  removeJeScheduleLocalDataById,\n  removeJeScheduleTransactionKey,\n  retryJeSchedule,\n  retryJeScheduleFailure,\n  retryJeScheduleSuccess,\n  saveAccountSettings,\n  saveAccountSettingsFailure,\n  saveAccountSettingsLocalData,\n  saveAccountSettingsSuccess,\n  updateAccountSettingsListForAccountTypes,\n  updateAccountSettingsListForAccountTypesFailure,\n  updateJeScheduleLocalDataById,\n  updateJeScheduleTransactionKeys,\n  updateRecommendationForAccountSettings,\n  updateRecommendationForAccountSettingsFailure,\n} = expenseAutomationJESchedulesView.actions;\n\nexport default expenseAutomationJESchedulesView.reducer;\n\nconst doUpdateRecommendationForAccountSettings = (\n  draft: AccountSettingsState,\n  payload: AccountTypeRecommendationPayload\n) => {\n  const {\n    prepaidExpensesRecommendations,\n    fixedAssetsRecommendations,\n    accruedExpensesRecommendations,\n  } = mapAccountTypeRecommendationPayloadToAccountRecommendationByType(payload);\n\n  draft.prepaidExpensesRecommendations = prepaidExpensesRecommendations;\n  draft.fixedAssetsRecommendations = fixedAssetsRecommendations;\n  draft.accruedExpensesRecommendations = accruedExpensesRecommendations;\n\n  draft.recommendationFetchState = {\n    error: undefined,\n    fetchState: 'Completed',\n  };\n};\n\nconst doUpdateAccountSettingsListForAccountTypes = (\n  draft: AccountSettingsState,\n  accountPayloadList: AccountMetadataPayload[]\n) => {\n  const prepaidExpensesList: AccountMetadataPayload[] = [];\n  const fixedAssetsList: AccountMetadataPayload[] = [];\n  const accruedExpensesList: AccountMetadataPayload[] = [];\n\n  accountPayloadList.forEach((account) => {\n    if (account.account_type === 'other_current_assets') {\n      prepaidExpensesList.push(account); // list of prepaid expenses\n    } else if (\n      account.account_type === 'fixed_assets' ||\n      account.account_type === 'other_assets'\n    ) {\n      fixedAssetsList.push(account); // list for fixed assets\n    } else if (account.account_type === 'other_current_liabilities') {\n      accruedExpensesList.push(account); // list for accrued expenses\n    }\n  });\n\n  draft.prepaidExpensesAccountIdList = prepaidExpensesList.map(\n    (account) => account.account_id\n  );\n  draft.fixedAssetsAccountIdList = fixedAssetsList.map(\n    (account) => account.account_id\n  );\n  draft.accruedExpensesAccountIdList = accruedExpensesList.map(\n    (account) => account.account_id\n  );\n\n  // Prepaid expenses\n  const prepaidExpensesAccountMetadata = prepaidExpensesList.map((acc) =>\n    mapAccountMetadataPayloadToAccountMetadata(acc)\n  );\n\n  const prepaidExpensesAccountBase = prepaidExpensesList.map((acc) =>\n    mapAccountBasePayloadToAccountBase(acc)\n  );\n\n  const prepaidExpensesAccountsIdentified = prepaidExpensesAccountBase.filter(\n    (account) => account.labels.includes('prepaid_expenses')\n  );\n\n  draft.localData = {\n    ...draft.localData,\n    selectedPrepaidExpensesAccountIds: prepaidExpensesAccountsIdentified.map(\n      (account) => account.accountId\n    ),\n    previousPrepaidExpensesAccount: prepaidExpensesAccountsIdentified,\n  };\n\n  draft.prepaidExpensesNestedAccountListHierarchy =\n    geNestedAccountIDHierarchyForReport(prepaidExpensesAccountMetadata);\n  // Fixed assets\n  const fixedAssetsAccountMetadata = fixedAssetsList.map((acc) =>\n    mapAccountMetadataPayloadToAccountMetadata(acc)\n  );\n\n  const fixedAssetsAccountBase = fixedAssetsList.map((acc) =>\n    mapAccountBasePayloadToAccountBase(acc)\n  );\n\n  const fixedAssetsAccountsIdentified = fixedAssetsAccountBase.filter(\n    (account) => account.labels.includes('fixed_assets')\n  );\n\n  draft.localData = {\n    ...draft.localData,\n    selectedFixedAssetsAccountIds: fixedAssetsAccountsIdentified.map(\n      (account) => account.accountId\n    ),\n    previousFixedAssetsAccount: fixedAssetsAccountsIdentified,\n  };\n\n  draft.fixedAssetsNestedAccountListHierarchy =\n    geNestedAccountIDHierarchyForReport(fixedAssetsAccountMetadata);\n  // Accrued expenses\n  const accruedExpensesAccountMetadata = accruedExpensesList.map((acc) =>\n    mapAccountMetadataPayloadToAccountMetadata(acc)\n  );\n\n  const accruedExpensesAccountBase = accruedExpensesList.map((acc) =>\n    mapAccountBasePayloadToAccountBase(acc)\n  );\n\n  const accruedExpensesAccountsIdentified = accruedExpensesAccountBase.filter(\n    (account) => account.labels.includes('accrued_expenses')\n  );\n\n  draft.localData = {\n    ...draft.localData,\n    selectedAccruedExpensesAccountIds: accruedExpensesAccountsIdentified.map(\n      (account) => account.accountId\n    ),\n    previousAccruedExpensesAccount: accruedExpensesAccountsIdentified,\n  };\n\n  draft.accruedExpensesNestedAccountListHierarchy =\n    geNestedAccountIDHierarchyForReport(accruedExpensesAccountMetadata);\n\n  draft.accountListFetchState = {\n    error: undefined,\n    fetchState: 'Completed',\n  };\n};\n"]}

package/lib/esm/view/expenseAutomationView/reducers/missingReceiptsViewReducer.js

@@ -555,3 +555,4 @@ bulkUploadReceipts, updateBulkUploadProgress, bulkUploadReceiptsSuccess, bulkUpl
 // Completed Transactions
 fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, } = expenseAutomationMissingReceiptsView.actions;
 export default expenseAutomationMissingReceiptsView.reducer;
+//# sourceMappingURL=missingReceiptsViewReducer.js.map

package/lib/esm/view/expenseAutomationView/reducers/missingReceiptsViewReducer.js.map

@@ -0,0 +1 @@
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{PayloadAction, createAction, createSlice} from '@reduxjs/toolkit';\n\nimport {Amount} from '../../../commonStateTypes/amount';\nimport {\n  FetchStateAndError,\n  ID,\n  UpdateType,\n} from '../../../commonStateTypes/common';\nimport {SortOrder} from '../../../commonStateTypes/selectorTypes/sortOrderTypes';\nimport {\n  MonthYearPeriod,\n  TimePeriod,\n} from '../../../commonStateTypes/timePeriod';\nimport {toMonthYearPeriodId} from '../../../commonStateTypes/timePeriod';\nimport type {MonthYearPeriodId} from '../../../commonStateTypes/timePeriod';\nimport {TransactionPayload} from '../../../entity/transaction/payloadTypes/transactionPayload';\nimport {SupportedTransactionPayload} from '../../../entity/transaction/transactionState';\nimport {ZeniAPIStatus} from '../../../responsePayload';\nimport {\n  type BatchDetails,\n  type BatchListItem,\n  type BatchStatus,\n  type BulkUploadResultsTab,\n  type BulkUploadSortKey,\n  type BulkUploadState,\n  type CompletedSubTab,\n  MIN_MANUAL_TRANSACTION_SEARCH_LENGTH,\n  type ManualSearchResult,\n  type MissingReceiptsViewState,\n  type MissingReceiptsViewUIState,\n} from '../types/missingReceiptsViewState';\n\nexport const getCompletedTransactionsCacheKey = (\n  periodId: MonthYearPeriodId,\n  sortKey: BulkUploadSortKey,\n  sortOrder: SortOrder,\n  subTab: CompletedSubTab\n): string =>\n  `completed-${subTab}-${sortKey}-${sortOrder === 'ascending' ? 'asc' : 'desc'}-${periodId}`;\n\nexport const initialBulkUploadState: BulkUploadState = {\n  batchDetailsById: {},\n  batchDetailsPaginationState: {fetchState: 'Not-Started', error: undefined},\n  batchListByPeriod: {},\n  batchListFetchState: {fetchState: 'Not-Started', error: undefined},\n  batchStatusById: {},\n  completedSubTab: 'all',\n  completedTransactionsByPeriod: {},\n  confirmMatchStatus: {fetchState: 'Not-Started', error: undefined},\n  currentBatchId: undefined,\n  currentResultsTab: 'unmatched',\n  failedBatchDetailIds: [],\n  manualSearchUiResetKey: 0,\n  manualSearch: {\n    fetchState: {fetchState: 'Not-Started', error: undefined},\n    isLoadingMore: false,\n    nextPageToken: null,\n    pageSize: 25,\n    results: [],\n    searchQuery: '',\n    totalCount: 0,\n  },\n  phase: 'idle',\n  sortKey: 'date',\n  sortOrder: 'descending',\n  uploadProgress: 0,\n  uploadStatus: {fetchState: 'Not-Started', error: undefined},\n};\n\nexport const initialState: MissingReceiptsViewState = {\n  bulkUpload: initialBulkUploadState,\n  pendingMissingReceiptsTabNavigation: null,\n  uploadReceiptStatusById: {},\n  refreshStatus: {\n    fetchState: 'Not-Started',\n    error: undefined,\n  },\n  uiState: {\n    sortKey: 'date',\n    sortOrder: 'descending',\n    searchString: '',\n    scrollPosition: {scrollTop: 0, scrollLeft: undefined},\n  },\n\n  transactionIdsBySelectedPeriod: {},\n\n  fetchState: 'Not-Started',\n  error: undefined,\n  hasValidState() {\n    return this.fetchState == 'Completed';\n  },\n};\n\n/** Epic trigger only; batch-details fetch is handled in epics. */\nexport const fetchBulkUploadBatchDetails = createAction(\n  'expenseAutomationMissingReceiptsView/fetchBulkUploadBatchDetails'\n);\n\nconst expenseAutomationMissingReceiptsView = createSlice({\n  name: 'expenseAutomationMissingReceiptsView',\n  initialState,\n  reducers: {\n    fetchMissingReceipts: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          cacheOverride: boolean;\n          minimumTransactionAmount: Amount;\n          period: TimePeriod;\n          refreshViewInBackground: boolean;\n        }>\n      ) {\n        const {refreshViewInBackground} = action.payload;\n\n        if (refreshViewInBackground) {\n          draft.refreshStatus = {fetchState: 'In-Progress', error: undefined};\n        } else {\n          draft.fetchState = 'In-Progress';\n          draft.error = undefined;\n        }\n      },\n      prepare(\n        period: TimePeriod,\n        minimumTransactionAmount: Amount,\n        cacheOverride = false,\n        refreshViewInBackground = false\n      ) {\n        return {\n          payload: {\n            period,\n            minimumTransactionAmount,\n            cacheOverride,\n            refreshViewInBackground,\n          },\n        };\n      },\n    },\n    fetchMissingReceiptsSuccess(\n      draft,\n      action: PayloadAction<{\n        selectedPeriod: MonthYearPeriod;\n        transactionsPayload: TransactionPayload[];\n      }>\n    ) {\n      const {transactionsPayload, selectedPeriod} = action.payload;\n      const transactionIds = transactionsPayload.map(\n        (transactionPayload) => transactionPayload.transaction_id\n      );\n\n      if (draft.fetchState === 'In-Progress') {\n        draft.fetchState = 'Completed';\n        draft.error = undefined;\n      } else {\n        draft.refreshStatus = {fetchState: 'Completed', error: undefined};\n      }\n\n      draft.transactionIdsBySelectedPeriod[\n        toMonthYearPeriodId(selectedPeriod)\n      ] = transactionIds;\n    },\n    fetchMissingReceiptsFailure(\n      draft,\n      action: PayloadAction<{\n        selectedPeriod: MonthYearPeriod;\n        status: ZeniAPIStatus;\n      }>\n    ) {\n      const {status, selectedPeriod} = action.payload;\n\n      if (draft.fetchState === 'In-Progress') {\n        draft.fetchState = 'Error';\n        draft.error = status;\n      } else {\n        draft.refreshStatus = {fetchState: 'Error', error: status};\n      }\n\n      draft.transactionIdsBySelectedPeriod[\n        toMonthYearPeriodId(selectedPeriod)\n      ] = [];\n    },\n    updateMissingReceiptsUIState(\n      draft,\n      action: PayloadAction<Partial<MissingReceiptsViewUIState>>\n    ) {\n      if (action.payload.sortKey != null) {\n        draft.uiState.sortKey = action.payload.sortKey;\n      }\n      if (action.payload.sortOrder != null) {\n        draft.uiState.sortOrder = action.payload.sortOrder;\n      }\n      if (action.payload.searchString != null) {\n        draft.uiState.searchString = action.payload.searchString;\n      }\n      if (action.payload.scrollPosition != null) {\n        draft.uiState.scrollPosition = action.payload.scrollPosition;\n      }\n    },\n    updateMissingReceiptUploadState: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          fetchStatus: FetchStateAndError;\n          transactionId: ID;\n        }>\n      ) {\n        const {transactionId, fetchStatus} = action.payload;\n\n        draft.uploadReceiptStatusById[transactionId] = fetchStatus;\n      },\n      prepare(transactionId: ID, fetchStatus: FetchStateAndError) {\n        return {payload: {transactionId, fetchStatus}};\n      },\n    },\n    uploadMissingReceiptSuccess: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          transactionPayload: SupportedTransactionPayload;\n          updateType: UpdateType;\n        }>\n      ) {\n        const {transactionPayload} = action.payload;\n\n        draft.uploadReceiptStatusById[transactionPayload.transaction_id] = {\n          fetchState: 'Completed',\n          error: undefined,\n        };\n      },\n      prepare(\n        transactionPayload: SupportedTransactionPayload,\n        updateType: UpdateType = 'merge'\n      ) {\n        return {payload: {transactionPayload, updateType}};\n      },\n    },\n    markMissingReceiptAsDone: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          selectedPeriod: MonthYearPeriod;\n          transactionPayload: SupportedTransactionPayload;\n        }>\n      ) {\n        const {transactionPayload, selectedPeriod} = action.payload;\n        if (\n          draft.transactionIdsBySelectedPeriod[\n            toMonthYearPeriodId(selectedPeriod)\n          ] != null\n        ) {\n          draft.transactionIdsBySelectedPeriod[\n            toMonthYearPeriodId(selectedPeriod)\n          ] = draft.transactionIdsBySelectedPeriod[\n            toMonthYearPeriodId(selectedPeriod)\n          ].filter(\n            (transactionId) =>\n              transactionId !== transactionPayload.transaction_id\n          );\n        } else {\n          draft.transactionIdsBySelectedPeriod[\n            toMonthYearPeriodId(selectedPeriod)\n          ] = [];\n        }\n      },\n      prepare(\n        transactionPayload: SupportedTransactionPayload,\n        selectedPeriod: MonthYearPeriod\n      ) {\n        return {payload: {transactionPayload, selectedPeriod}};\n      },\n    },\n    clearExpenseAutomationMissingReceiptsView(draft) {\n      Object.assign(draft, initialState);\n    },\n\n    // -- Bulk Upload Actions --\n\n    bulkUploadReceipts: {\n      reducer(draft) {\n        draft.bulkUpload.phase = 'uploading';\n        draft.bulkUpload.uploadProgress = 0;\n        draft.bulkUpload.uploadStatus = {\n          fetchState: 'In-Progress',\n          error: undefined,\n        };\n      },\n      prepare(files: File[]) {\n        return {payload: {files}};\n      },\n    },\n\n    updateBulkUploadProgress(draft, action: PayloadAction<number>) {\n      draft.bulkUpload.uploadProgress = action.payload;\n    },\n\n    bulkUploadReceiptsSuccess(draft, action: PayloadAction<{batchId: ID}>) {\n      draft.bulkUpload.currentBatchId = action.payload.batchId;\n      draft.bulkUpload.uploadProgress = 100;\n      draft.bulkUpload.uploadStatus = {\n        fetchState: 'Completed',\n        error: undefined,\n      };\n      draft.bulkUpload.phase = 'matching';\n    },\n\n    bulkUploadReceiptsFailure(\n      draft,\n      action: PayloadAction<{error: ZeniAPIStatus}>\n    ) {\n      draft.bulkUpload.uploadStatus = {\n        fetchState: 'Error',\n        error: action.payload.error,\n      };\n      draft.bulkUpload.phase = 'idle';\n    },\n\n    bulkUploadAutomatchingTimedOut: {\n      reducer(draft, action: PayloadAction<{batchId: ID}>) {\n        if (\n          draft.bulkUpload.phase !== 'matching' ||\n          draft.bulkUpload.currentBatchId !== action.payload.batchId\n        ) {\n          return;\n        }\n        draft.bulkUpload.phase = 'completed';\n      },\n      prepare(batchId: ID) {\n        return {payload: {batchId}};\n      },\n    },\n\n    pusherBatchStatusUpdate(draft, action: PayloadAction<BatchStatus>) {\n      const batchStatus = action.payload;\n      draft.bulkUpload.batchStatusById[batchStatus.batchId] = batchStatus;\n      /**\n       * Auto-matching banner (`phase === 'matching'`) must clear when the server reports this\n       * upload batch is done — otherwise the Missing tab keeps MatchingProgressBanner until\n       * batch-details APIs run; EmailUploadBanner should show again for the next upload.\n       */\n      if (\n        batchStatus.status === 'completed' &&\n        draft.bulkUpload.phase === 'matching' &&\n        draft.bulkUpload.currentBatchId === batchStatus.batchId\n      ) {\n        draft.bulkUpload.phase = 'completed';\n      }\n    },\n\n    requestMissingReceiptsTabNavigation(\n      draft,\n      action: PayloadAction<{tab: BulkUploadResultsTab}>\n    ) {\n      draft.pendingMissingReceiptsTabNavigation = action.payload.tab;\n    },\n\n    clearMissingReceiptsTabNavigation(draft) {\n      draft.pendingMissingReceiptsTabNavigation = null;\n    },\n\n    fetchBulkUploadBatchDetailsSuccess(\n      draft,\n      action: PayloadAction<BatchDetails>\n    ) {\n      const details = action.payload;\n      draft.bulkUpload.batchDetailsById[details.batchId] = details;\n      draft.bulkUpload.phase = 'completed';\n    },\n\n    fetchBulkUploadBatchDetailsFailure: {\n      reducer(draft) {\n        draft.bulkUpload.phase = 'completed';\n      },\n      prepare(payload: {error: ZeniAPIStatus}) {\n        return {payload};\n      },\n    },\n\n    storeBatchDetails(draft, action: PayloadAction<BatchDetails>) {\n      const details = action.payload;\n      draft.bulkUpload.batchDetailsById[details.batchId] = details;\n      /**\n       * Multi-batch fetch paths use `storeBatchDetails` (not `fetchBulkUploadBatchDetailsSuccess`).\n       * Without this, `phase` stays `matching` after upload forever and the Unmatched tab keeps\n       * showing the skeleton (`bulkUploadPhase === 'matching'` in web-components).\n       */\n      if (\n        draft.bulkUpload.phase === 'matching' &&\n        draft.bulkUpload.currentBatchId === details.batchId\n      ) {\n        draft.bulkUpload.phase = 'completed';\n      }\n    },\n\n    batchDetailFetchFailed(draft, action: PayloadAction<{batchId: ID}>) {\n      const {batchId} = action.payload;\n      if (!draft.bulkUpload.failedBatchDetailIds.includes(batchId)) {\n        draft.bulkUpload.failedBatchDetailIds.push(batchId);\n      }\n      if (\n        draft.bulkUpload.phase === 'matching' &&\n        draft.bulkUpload.currentBatchId === batchId\n      ) {\n        draft.bulkUpload.phase = 'completed';\n      }\n    },\n\n    setInitialBatchDetailsLoading(draft) {\n      draft.bulkUpload.batchDetailsPaginationState = {\n        fetchState: 'In-Progress',\n        error: undefined,\n      };\n    },\n\n    fetchMoreBatchDetails(draft) {\n      draft.bulkUpload.batchDetailsPaginationState = {\n        fetchState: 'In-Progress',\n        error: undefined,\n      };\n    },\n\n    fetchMoreBatchDetailsComplete(draft) {\n      draft.bulkUpload.batchDetailsPaginationState = {\n        fetchState: 'Completed',\n        error: undefined,\n      };\n      const currentId = draft.bulkUpload.currentBatchId;\n      const currentDetails =\n        currentId != null\n          ? draft.bulkUpload.batchDetailsById[currentId]\n          : undefined;\n      if (\n        draft.bulkUpload.phase === 'matching' &&\n        currentId != null &&\n        currentDetails?.status === 'completed'\n      ) {\n        draft.bulkUpload.phase = 'completed';\n      }\n    },\n\n    fetchMoreBatchDetailsFailure(\n      draft,\n      action: PayloadAction<{error: ZeniAPIStatus}>\n    ) {\n      draft.bulkUpload.batchDetailsPaginationState = {\n        fetchState: 'Error',\n        error: action.payload.error,\n      };\n    },\n\n    fetchBulkUploadBatches: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          cacheOverride: boolean;\n          invalidateBatchDetailsCache: boolean;\n        }>\n      ) {\n        if (action.payload.invalidateBatchDetailsCache === true) {\n          draft.bulkUpload.batchDetailsById = {};\n          draft.bulkUpload.failedBatchDetailIds = [];\n        }\n        draft.bulkUpload.batchListFetchState = {\n          fetchState: 'In-Progress',\n          error: undefined,\n        };\n      },\n      prepare(input?: {\n        cacheOverride?: boolean;\n        invalidateBatchDetailsCache?: boolean;\n      }) {\n        const fetchOptions = input ?? {};\n        return {\n          payload: {\n            cacheOverride: fetchOptions.cacheOverride === true,\n            invalidateBatchDetailsCache:\n              fetchOptions.invalidateBatchDetailsCache === true,\n          },\n        };\n      },\n    },\n\n    fetchBulkUploadBatchesSuccess(\n      draft,\n      action: PayloadAction<{\n        batchList: BatchListItem[];\n        selectedPeriod: MonthYearPeriod;\n      }>\n    ) {\n      const periodId = toMonthYearPeriodId(action.payload.selectedPeriod);\n      draft.bulkUpload.batchListByPeriod[periodId] = action.payload.batchList;\n      draft.bulkUpload.batchListFetchState = {\n        fetchState: 'Completed',\n        error: undefined,\n      };\n      /**\n       * When the multi-batch-details epic has nothing to fetch (e.g. list rows not `completed`\n       * yet, or details already present), `phase` can stay `matching` even though we already\n       * have completed details for `currentBatchId` (from polling / Pusher). Sync so the UI can\n       * dismiss the Unmatched skeleton.\n       */\n      const currentId = draft.bulkUpload.currentBatchId;\n      if (draft.bulkUpload.phase === 'matching' && currentId != null) {\n        const existing = draft.bulkUpload.batchDetailsById[currentId];\n        if (existing?.status === 'completed') {\n          draft.bulkUpload.phase = 'completed';\n        }\n      }\n    },\n\n    fetchBulkUploadBatchesFailure(\n      draft,\n      action: PayloadAction<{\n        error: ZeniAPIStatus;\n        selectedPeriod: MonthYearPeriod;\n      }>\n    ) {\n      draft.bulkUpload.batchListFetchState = {\n        fetchState: 'Error',\n        error: action.payload.error,\n      };\n    },\n\n    confirmBulkUploadMatch: {\n      reducer(draft) {\n        draft.bulkUpload.confirmMatchStatus = {\n          fetchState: 'In-Progress',\n          error: undefined,\n        };\n      },\n      prepare(\n        batchId: ID,\n        attachmentId: ID,\n        transactionId: ID,\n        transactionType: string,\n        fileName: string\n      ) {\n        return {\n          payload: {\n            batchId,\n            attachmentId,\n            transactionId,\n            transactionType,\n            fileName,\n          },\n        };\n      },\n    },\n\n    confirmBulkUploadMatchSuccess(\n      draft,\n      action: PayloadAction<{\n        attachmentId: ID;\n        batchId: ID;\n        transactionId: ID;\n      }>\n    ) {\n      const {batchId, attachmentId, transactionId} = action.payload;\n      draft.bulkUpload.confirmMatchStatus = {\n        fetchState: 'Completed',\n        error: undefined,\n      };\n      const details = draft.bulkUpload.batchDetailsById[batchId];\n      if (details != null) {\n        const file = details.files.find(\n          (batchFile) => batchFile.attachmentId === attachmentId\n        );\n        if (file != null) {\n          const originalStatus = file.status;\n          file.status = 'exact_match';\n          file.matchedTransactionId = transactionId;\n          file.candidates = undefined;\n\n          details.summary.matched += 1;\n          if (originalStatus === 'no_match') {\n            details.summary.noMatch = Math.max(0, details.summary.noMatch - 1);\n          } else if (originalStatus === 'possible_matches') {\n            details.summary.possibleMatches = Math.max(\n              0,\n              details.summary.possibleMatches - 1\n            );\n          }\n        }\n      }\n      draft.bulkUpload.manualSearch = initialBulkUploadState.manualSearch;\n      draft.bulkUpload.manualSearchUiResetKey += 1;\n    },\n\n    confirmBulkUploadMatchFailure(\n      draft,\n      action: PayloadAction<{error: ZeniAPIStatus}>\n    ) {\n      draft.bulkUpload.confirmMatchStatus = {\n        fetchState: 'Error',\n        error: action.payload.error,\n      };\n    },\n\n    setBulkUploadResultsTab(\n      draft,\n      action: PayloadAction<BulkUploadResultsTab>\n    ) {\n      draft.bulkUpload.currentResultsTab = action.payload;\n    },\n\n    setBulkUploadCompletedSubTab(\n      draft,\n      action: PayloadAction<CompletedSubTab>\n    ) {\n      draft.bulkUpload.completedSubTab = action.payload;\n    },\n\n    setBulkUploadSortConfig(\n      draft,\n      action: PayloadAction<{sortKey: BulkUploadSortKey; sortOrder: SortOrder}>\n    ) {\n      draft.bulkUpload.sortKey = action.payload.sortKey;\n      draft.bulkUpload.sortOrder = action.payload.sortOrder;\n    },\n\n    clearBulkUpload(draft) {\n      Object.assign(draft.bulkUpload, initialBulkUploadState);\n      draft.pendingMissingReceiptsTabNavigation = null;\n    },\n\n    searchTransactionsForManualMatch: {\n      reducer(\n        draft,\n        action: PayloadAction<{query: string; pageToken?: string | null}>\n      ) {\n        const {query, pageToken} = action.payload;\n        const isLoadMore = pageToken != null;\n        const trimmed = query.trim();\n        /**\n         * Cleared or too-short query: no API (see epic). Reset fully (no In-Progress).\n         * Only bump `manualSearchUiResetKey` when clearing a real search — not when the UI\n         * dispatches `\"\"` on every keystroke while length is below MIN (web-components always sends\n         * `onSearch(\"\")` in that case), or ReceiptCard remounts and the input loses focus.\n         */\n        if (\n          !isLoadMore &&\n          trimmed.length < MIN_MANUAL_TRANSACTION_SEARCH_LENGTH\n        ) {\n          const hadActiveSearch =\n            draft.bulkUpload.manualSearch.searchQuery.trim().length >=\n              MIN_MANUAL_TRANSACTION_SEARCH_LENGTH ||\n            draft.bulkUpload.manualSearch.results.length > 0;\n          draft.bulkUpload.manualSearch = initialBulkUploadState.manualSearch;\n          if (hadActiveSearch) {\n            draft.bulkUpload.manualSearchUiResetKey += 1;\n          }\n          return;\n        }\n        draft.bulkUpload.manualSearch.searchQuery = query;\n        if (isLoadMore) {\n          draft.bulkUpload.manualSearch.isLoadingMore = true;\n        } else {\n          draft.bulkUpload.manualSearch.isLoadingMore = false;\n          draft.bulkUpload.manualSearch.results = [];\n          draft.bulkUpload.manualSearch.nextPageToken = null;\n          draft.bulkUpload.manualSearch.totalCount = 0;\n          draft.bulkUpload.manualSearch.fetchState = {\n            fetchState: 'In-Progress',\n            error: undefined,\n          };\n        }\n      },\n      prepare(query: string, pageToken?: string | null) {\n        return {payload: {query, pageToken: pageToken ?? undefined}};\n      },\n    },\n\n    searchTransactionsForManualMatchSuccess(\n      draft,\n      action: PayloadAction<{\n        append: boolean;\n        nextPageToken: string | null;\n        results: ManualSearchResult[];\n        totalCount: number;\n      }>\n    ) {\n      const {append, nextPageToken, results, totalCount} = action.payload;\n      if (append) {\n        const merged = [...draft.bulkUpload.manualSearch.results, ...results];\n        const byId = new Map(\n          merged.map((result) => [result.transactionId, result])\n        );\n        draft.bulkUpload.manualSearch.results = Array.from(byId.values());\n      } else {\n        draft.bulkUpload.manualSearch.results = results;\n      }\n      draft.bulkUpload.manualSearch.nextPageToken = nextPageToken;\n      draft.bulkUpload.manualSearch.totalCount = totalCount;\n      draft.bulkUpload.manualSearch.isLoadingMore = false;\n      draft.bulkUpload.manualSearch.fetchState = {\n        fetchState: 'Completed',\n        error: undefined,\n      };\n    },\n\n    searchTransactionsForManualMatchFailure(\n      draft,\n      action: PayloadAction<{error: ZeniAPIStatus}>\n    ) {\n      draft.bulkUpload.manualSearch.isLoadingMore = false;\n      draft.bulkUpload.manualSearch.fetchState = {\n        fetchState: 'Error',\n        error: action.payload.error,\n      };\n    },\n\n    clearManualSearchResults(draft) {\n      draft.bulkUpload.manualSearch = initialBulkUploadState.manualSearch;\n      draft.bulkUpload.manualSearchUiResetKey += 1;\n    },\n\n    acknowledgeBulkUploadConfirmMatchComplete(draft) {\n      draft.bulkUpload.confirmMatchStatus = {\n        fetchState: 'Not-Started',\n        error: undefined,\n      };\n    },\n\n    // -- Completed Transactions Actions --\n\n    fetchCompletedTransactions: {\n      reducer(\n        draft,\n        action: PayloadAction<{cacheOverride?: boolean; pageToken?: string}>\n      ) {\n        const {pageToken} = action.payload;\n        if (pageToken != null) {\n          const periods = draft.bulkUpload.completedTransactionsByPeriod;\n          for (const entry of Object.values(periods)) {\n            if (entry.nextPageToken === pageToken) {\n              entry.fetchState = {\n                fetchState: 'In-Progress',\n                error: undefined,\n              };\n              break;\n            }\n          }\n        }\n      },\n      prepare(pageToken?: string, cacheOverride?: boolean) {\n        return {payload: {pageToken, cacheOverride}};\n      },\n    },\n\n    fetchCompletedTransactionsSuccess(\n      draft,\n      action: PayloadAction<{\n        isInitialLoad: boolean;\n        nextPageToken: string | null;\n        selectedPeriod: MonthYearPeriod;\n        totalCount: number;\n        transactionIds: ID[];\n      }>\n    ) {\n      const {\n        transactionIds,\n        nextPageToken,\n        totalCount,\n        selectedPeriod,\n        isInitialLoad,\n      } = action.payload;\n      const periodId = toMonthYearPeriodId(selectedPeriod);\n      const cacheKey = getCompletedTransactionsCacheKey(\n        periodId,\n        draft.bulkUpload.sortKey,\n        draft.bulkUpload.sortOrder,\n        draft.bulkUpload.completedSubTab\n      );\n\n      if (isInitialLoad) {\n        draft.bulkUpload.completedTransactionsByPeriod[cacheKey] = {\n          transactionIds,\n          nextPageToken,\n          totalCount,\n          fetchState: {fetchState: 'Completed', error: undefined},\n        };\n      } else {\n        const existing =\n          draft.bulkUpload.completedTransactionsByPeriod[cacheKey];\n        if (existing != null) {\n          existing.transactionIds.push(...transactionIds);\n          existing.nextPageToken = nextPageToken;\n          existing.totalCount = totalCount;\n          existing.fetchState = {fetchState: 'Completed', error: undefined};\n        } else {\n          draft.bulkUpload.completedTransactionsByPeriod[cacheKey] = {\n            transactionIds,\n            nextPageToken,\n            totalCount,\n            fetchState: {fetchState: 'Completed', error: undefined},\n          };\n        }\n      }\n    },\n\n    fetchCompletedTransactionsFailure(\n      draft,\n      action: PayloadAction<{\n        error: ZeniAPIStatus;\n        selectedPeriod: MonthYearPeriod;\n      }>\n    ) {\n      const periodId = toMonthYearPeriodId(action.payload.selectedPeriod);\n      const cacheKey = getCompletedTransactionsCacheKey(\n        periodId,\n        draft.bulkUpload.sortKey,\n        draft.bulkUpload.sortOrder,\n        draft.bulkUpload.completedSubTab\n      );\n      const existing = draft.bulkUpload.completedTransactionsByPeriod[cacheKey];\n\n      if (existing != null) {\n        existing.fetchState = {\n          fetchState: 'Error',\n          error: action.payload.error,\n        };\n      } else {\n        draft.bulkUpload.completedTransactionsByPeriod[cacheKey] = {\n          fetchState: {fetchState: 'Error', error: action.payload.error},\n          nextPageToken: null,\n          totalCount: 0,\n          transactionIds: [],\n        };\n      }\n    },\n  },\n});\n\nexport const {\n  fetchMissingReceipts,\n  fetchMissingReceiptsSuccess,\n  fetchMissingReceiptsFailure,\n  uploadMissingReceiptSuccess,\n  updateMissingReceiptUploadState,\n  updateMissingReceiptsUIState,\n  markMissingReceiptAsDone,\n  clearExpenseAutomationMissingReceiptsView,\n  // Bulk Upload\n  bulkUploadReceipts,\n  updateBulkUploadProgress,\n  bulkUploadReceiptsSuccess,\n  bulkUploadReceiptsFailure,\n  bulkUploadAutomatchingTimedOut,\n  pusherBatchStatusUpdate,\n  requestMissingReceiptsTabNavigation,\n  clearMissingReceiptsTabNavigation,\n  fetchBulkUploadBatchDetailsSuccess,\n  fetchBulkUploadBatchDetailsFailure,\n  storeBatchDetails,\n  batchDetailFetchFailed,\n  setInitialBatchDetailsLoading,\n  fetchMoreBatchDetails,\n  fetchMoreBatchDetailsComplete,\n  fetchMoreBatchDetailsFailure,\n  fetchBulkUploadBatches,\n  fetchBulkUploadBatchesSuccess,\n  fetchBulkUploadBatchesFailure,\n  confirmBulkUploadMatch,\n  confirmBulkUploadMatchSuccess,\n  confirmBulkUploadMatchFailure,\n  setBulkUploadResultsTab,\n  setBulkUploadCompletedSubTab,\n  setBulkUploadSortConfig,\n  clearBulkUpload,\n  searchTransactionsForManualMatch,\n  searchTransactionsForManualMatchSuccess,\n  searchTransactionsForManualMatchFailure,\n  clearManualSearchResults,\n  acknowledgeBulkUploadConfirmMatchComplete,\n  // Completed Transactions\n  fetchCompletedTransactions,\n  fetchCompletedTransactionsSuccess,\n  fetchCompletedTransactionsFailure,\n} = expenseAutomationMissingReceiptsView.actions;\n\nexport default expenseAutomationMissingReceiptsView.reducer;\n"]}