@zeniai/client-epic-state 4.19.94 → 4.19.95

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

@@ -1,6 +1,38 @@
-import { createSlice } from '@reduxjs/toolkit';
+import { createAction, createSlice } from '@reduxjs/toolkit';
 import { toMonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
+import { MIN_MANUAL_TRANSACTION_SEARCH_LENGTH, } from '../types/missingReceiptsViewState';
+export const getCompletedTransactionsCacheKey = (periodId, sortKey, sortOrder, subTab) => `completed-${subTab}-${sortKey}-${sortOrder === 'ascending' ? 'asc' : 'desc'}-${periodId}`;
+export const initialBulkUploadState = {
+    batchDetailsById: {},
+    batchDetailsPaginationState: { fetchState: 'Not-Started', error: undefined },
+    batchListByPeriod: {},
+    batchListFetchState: { fetchState: 'Not-Started', error: undefined },
+    batchStatusById: {},
+    completedSubTab: 'all',
+    completedTransactionsByPeriod: {},
+    confirmMatchStatus: { fetchState: 'Not-Started', error: undefined },
+    currentBatchId: undefined,
+    currentResultsTab: 'unmatched',
+    failedBatchDetailIds: [],
+    manualSearchUiResetKey: 0,
+    manualSearch: {
+        fetchState: { fetchState: 'Not-Started', error: undefined },
+        isLoadingMore: false,
+        nextPageToken: null,
+        pageSize: 25,
+        results: [],
+        searchQuery: '',
+        totalCount: 0,
+    },
+    phase: 'idle',
+    sortKey: 'date',
+    sortOrder: 'descending',
+    uploadProgress: 0,
+    uploadStatus: { fetchState: 'Not-Started', error: undefined },
+};
 export const initialState = {
+    bulkUpload: initialBulkUploadState,
+    pendingMissingReceiptsTabNavigation: null,
     uploadReceiptStatusById: {},
     refreshStatus: {
         fetchState: 'Not-Started',
@@ -19,6 +51,8 @@ export const initialState = {
         return this.fetchState == 'Completed';
     },
 };
+/** Epic trigger only; batch-details fetch is handled in epics. */
+export const fetchBulkUploadBatchDetails = createAction('expenseAutomationMissingReceiptsView/fetchBulkUploadBatchDetails');
 const expenseAutomationMissingReceiptsView = createSlice({
     name: 'expenseAutomationMissingReceiptsView',
     initialState,
@@ -120,7 +154,404 @@ const expenseAutomationMissingReceiptsView = createSlice({
         clearExpenseAutomationMissingReceiptsView(draft) {
             Object.assign(draft, initialState);
         },
+        // -- Bulk Upload Actions --
+        bulkUploadReceipts: {
+            reducer(draft) {
+                draft.bulkUpload.phase = 'uploading';
+                draft.bulkUpload.uploadProgress = 0;
+                draft.bulkUpload.uploadStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+            prepare(files) {
+                return { payload: { files } };
+            },
+        },
+        updateBulkUploadProgress(draft, action) {
+            draft.bulkUpload.uploadProgress = action.payload;
+        },
+        bulkUploadReceiptsSuccess(draft, action) {
+            draft.bulkUpload.currentBatchId = action.payload.batchId;
+            draft.bulkUpload.uploadProgress = 100;
+            draft.bulkUpload.uploadStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+            draft.bulkUpload.phase = 'matching';
+        },
+        bulkUploadReceiptsFailure(draft, action) {
+            draft.bulkUpload.uploadStatus = {
+                fetchState: 'Error',
+                error: action.payload.error,
+            };
+            draft.bulkUpload.phase = 'idle';
+        },
+        bulkUploadAutomatchingTimedOut: {
+            reducer(draft, action) {
+                if (draft.bulkUpload.phase !== 'matching' ||
+                    draft.bulkUpload.currentBatchId !== action.payload.batchId) {
+                    return;
+                }
+                draft.bulkUpload.phase = 'completed';
+            },
+            prepare(batchId) {
+                return { payload: { batchId } };
+            },
+        },
+        pusherBatchStatusUpdate(draft, action) {
+            const batchStatus = action.payload;
+            draft.bulkUpload.batchStatusById[batchStatus.batchId] = batchStatus;
+            /**
+             * Auto-matching banner (`phase === 'matching'`) must clear when the server reports this
+             * upload batch is done — otherwise the Missing tab keeps MatchingProgressBanner until
+             * batch-details APIs run; EmailUploadBanner should show again for the next upload.
+             */
+            if (batchStatus.status === 'completed' &&
+                draft.bulkUpload.phase === 'matching' &&
+                draft.bulkUpload.currentBatchId === batchStatus.batchId) {
+                draft.bulkUpload.phase = 'completed';
+            }
+        },
+        requestMissingReceiptsTabNavigation(draft, action) {
+            draft.pendingMissingReceiptsTabNavigation = action.payload.tab;
+        },
+        clearMissingReceiptsTabNavigation(draft) {
+            draft.pendingMissingReceiptsTabNavigation = null;
+        },
+        fetchBulkUploadBatchDetailsSuccess(draft, action) {
+            const details = action.payload;
+            draft.bulkUpload.batchDetailsById[details.batchId] = details;
+            draft.bulkUpload.phase = 'completed';
+        },
+        fetchBulkUploadBatchDetailsFailure: {
+            reducer(draft) {
+                draft.bulkUpload.phase = 'completed';
+            },
+            prepare(payload) {
+                return { payload };
+            },
+        },
+        storeBatchDetails(draft, action) {
+            const details = action.payload;
+            draft.bulkUpload.batchDetailsById[details.batchId] = details;
+            /**
+             * Multi-batch fetch paths use `storeBatchDetails` (not `fetchBulkUploadBatchDetailsSuccess`).
+             * Without this, `phase` stays `matching` after upload forever and the Unmatched tab keeps
+             * showing the skeleton (`bulkUploadPhase === 'matching'` in web-components).
+             */
+            if (draft.bulkUpload.phase === 'matching' &&
+                draft.bulkUpload.currentBatchId === details.batchId) {
+                draft.bulkUpload.phase = 'completed';
+            }
+        },
+        batchDetailFetchFailed(draft, action) {
+            const { batchId } = action.payload;
+            if (!draft.bulkUpload.failedBatchDetailIds.includes(batchId)) {
+                draft.bulkUpload.failedBatchDetailIds.push(batchId);
+            }
+            if (draft.bulkUpload.phase === 'matching' &&
+                draft.bulkUpload.currentBatchId === batchId) {
+                draft.bulkUpload.phase = 'completed';
+            }
+        },
+        setInitialBatchDetailsLoading(draft) {
+            draft.bulkUpload.batchDetailsPaginationState = {
+                fetchState: 'In-Progress',
+                error: undefined,
+            };
+        },
+        fetchMoreBatchDetails(draft) {
+            draft.bulkUpload.batchDetailsPaginationState = {
+                fetchState: 'In-Progress',
+                error: undefined,
+            };
+        },
+        fetchMoreBatchDetailsComplete(draft) {
+            draft.bulkUpload.batchDetailsPaginationState = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+            const currentId = draft.bulkUpload.currentBatchId;
+            const currentDetails = currentId != null
+                ? draft.bulkUpload.batchDetailsById[currentId]
+                : undefined;
+            if (draft.bulkUpload.phase === 'matching' &&
+                currentId != null &&
+                currentDetails?.status === 'completed') {
+                draft.bulkUpload.phase = 'completed';
+            }
+        },
+        fetchMoreBatchDetailsFailure(draft, action) {
+            draft.bulkUpload.batchDetailsPaginationState = {
+                fetchState: 'Error',
+                error: action.payload.error,
+            };
+        },
+        fetchBulkUploadBatches: {
+            reducer(draft, action) {
+                if (action.payload.invalidateBatchDetailsCache === true) {
+                    draft.bulkUpload.batchDetailsById = {};
+                    draft.bulkUpload.failedBatchDetailIds = [];
+                }
+                draft.bulkUpload.batchListFetchState = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+            prepare(input) {
+                const fetchOptions = input ?? {};
+                return {
+                    payload: {
+                        cacheOverride: fetchOptions.cacheOverride === true,
+                        invalidateBatchDetailsCache: fetchOptions.invalidateBatchDetailsCache === true,
+                    },
+                };
+            },
+        },
+        fetchBulkUploadBatchesSuccess(draft, action) {
+            const periodId = toMonthYearPeriodId(action.payload.selectedPeriod);
+            draft.bulkUpload.batchListByPeriod[periodId] = action.payload.batchList;
+            draft.bulkUpload.batchListFetchState = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+            /**
+             * When the multi-batch-details epic has nothing to fetch (e.g. list rows not `completed`
+             * yet, or details already present), `phase` can stay `matching` even though we already
+             * have completed details for `currentBatchId` (from polling / Pusher). Sync so the UI can
+             * dismiss the Unmatched skeleton.
+             */
+            const currentId = draft.bulkUpload.currentBatchId;
+            if (draft.bulkUpload.phase === 'matching' && currentId != null) {
+                const existing = draft.bulkUpload.batchDetailsById[currentId];
+                if (existing?.status === 'completed') {
+                    draft.bulkUpload.phase = 'completed';
+                }
+            }
+        },
+        fetchBulkUploadBatchesFailure(draft, action) {
+            draft.bulkUpload.batchListFetchState = {
+                fetchState: 'Error',
+                error: action.payload.error,
+            };
+        },
+        confirmBulkUploadMatch: {
+            reducer(draft) {
+                draft.bulkUpload.confirmMatchStatus = {
+                    fetchState: 'In-Progress',
+                    error: undefined,
+                };
+            },
+            prepare(batchId, attachmentId, transactionId, transactionType, fileName) {
+                return {
+                    payload: {
+                        batchId,
+                        attachmentId,
+                        transactionId,
+                        transactionType,
+                        fileName,
+                    },
+                };
+            },
+        },
+        confirmBulkUploadMatchSuccess(draft, action) {
+            const { batchId, attachmentId, transactionId } = action.payload;
+            draft.bulkUpload.confirmMatchStatus = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+            const details = draft.bulkUpload.batchDetailsById[batchId];
+            if (details != null) {
+                const file = details.files.find((batchFile) => batchFile.attachmentId === attachmentId);
+                if (file != null) {
+                    const originalStatus = file.status;
+                    file.status = 'exact_match';
+                    file.matchedTransactionId = transactionId;
+                    file.candidates = undefined;
+                    details.summary.matched += 1;
+                    if (originalStatus === 'no_match') {
+                        details.summary.noMatch = Math.max(0, details.summary.noMatch - 1);
+                    }
+                    else if (originalStatus === 'possible_matches') {
+                        details.summary.possibleMatches = Math.max(0, details.summary.possibleMatches - 1);
+                    }
+                }
+            }
+            draft.bulkUpload.manualSearch = initialBulkUploadState.manualSearch;
+            draft.bulkUpload.manualSearchUiResetKey += 1;
+        },
+        confirmBulkUploadMatchFailure(draft, action) {
+            draft.bulkUpload.confirmMatchStatus = {
+                fetchState: 'Error',
+                error: action.payload.error,
+            };
+        },
+        setBulkUploadResultsTab(draft, action) {
+            draft.bulkUpload.currentResultsTab = action.payload;
+        },
+        setBulkUploadCompletedSubTab(draft, action) {
+            draft.bulkUpload.completedSubTab = action.payload;
+        },
+        setBulkUploadSortConfig(draft, action) {
+            draft.bulkUpload.sortKey = action.payload.sortKey;
+            draft.bulkUpload.sortOrder = action.payload.sortOrder;
+        },
+        clearBulkUpload(draft) {
+            Object.assign(draft.bulkUpload, initialBulkUploadState);
+            draft.pendingMissingReceiptsTabNavigation = null;
+        },
+        searchTransactionsForManualMatch: {
+            reducer(draft, action) {
+                const { query, pageToken } = action.payload;
+                const isLoadMore = pageToken != null;
+                const trimmed = query.trim();
+                /**
+                 * Cleared or too-short query: no API (see epic). Reset fully (no In-Progress).
+                 * Only bump `manualSearchUiResetKey` when clearing a real search — not when the UI
+                 * dispatches `""` on every keystroke while length is below MIN (web-components always sends
+                 * `onSearch("")` in that case), or ReceiptCard remounts and the input loses focus.
+                 */
+                if (!isLoadMore &&
+                    trimmed.length < MIN_MANUAL_TRANSACTION_SEARCH_LENGTH) {
+                    const hadActiveSearch = draft.bulkUpload.manualSearch.searchQuery.trim().length >=
+                        MIN_MANUAL_TRANSACTION_SEARCH_LENGTH ||
+                        draft.bulkUpload.manualSearch.results.length > 0;
+                    draft.bulkUpload.manualSearch = initialBulkUploadState.manualSearch;
+                    if (hadActiveSearch) {
+                        draft.bulkUpload.manualSearchUiResetKey += 1;
+                    }
+                    return;
+                }
+                draft.bulkUpload.manualSearch.searchQuery = query;
+                if (isLoadMore) {
+                    draft.bulkUpload.manualSearch.isLoadingMore = true;
+                }
+                else {
+                    draft.bulkUpload.manualSearch.isLoadingMore = false;
+                    draft.bulkUpload.manualSearch.results = [];
+                    draft.bulkUpload.manualSearch.nextPageToken = null;
+                    draft.bulkUpload.manualSearch.totalCount = 0;
+                    draft.bulkUpload.manualSearch.fetchState = {
+                        fetchState: 'In-Progress',
+                        error: undefined,
+                    };
+                }
+            },
+            prepare(query, pageToken) {
+                return { payload: { query, pageToken: pageToken ?? undefined } };
+            },
+        },
+        searchTransactionsForManualMatchSuccess(draft, action) {
+            const { append, nextPageToken, results, totalCount } = action.payload;
+            if (append) {
+                const merged = [...draft.bulkUpload.manualSearch.results, ...results];
+                const byId = new Map(merged.map((result) => [result.transactionId, result]));
+                draft.bulkUpload.manualSearch.results = Array.from(byId.values());
+            }
+            else {
+                draft.bulkUpload.manualSearch.results = results;
+            }
+            draft.bulkUpload.manualSearch.nextPageToken = nextPageToken;
+            draft.bulkUpload.manualSearch.totalCount = totalCount;
+            draft.bulkUpload.manualSearch.isLoadingMore = false;
+            draft.bulkUpload.manualSearch.fetchState = {
+                fetchState: 'Completed',
+                error: undefined,
+            };
+        },
+        searchTransactionsForManualMatchFailure(draft, action) {
+            draft.bulkUpload.manualSearch.isLoadingMore = false;
+            draft.bulkUpload.manualSearch.fetchState = {
+                fetchState: 'Error',
+                error: action.payload.error,
+            };
+        },
+        clearManualSearchResults(draft) {
+            draft.bulkUpload.manualSearch = initialBulkUploadState.manualSearch;
+            draft.bulkUpload.manualSearchUiResetKey += 1;
+        },
+        acknowledgeBulkUploadConfirmMatchComplete(draft) {
+            draft.bulkUpload.confirmMatchStatus = {
+                fetchState: 'Not-Started',
+                error: undefined,
+            };
+        },
+        // -- Completed Transactions Actions --
+        fetchCompletedTransactions: {
+            reducer(draft, action) {
+                const { pageToken } = action.payload;
+                if (pageToken != null) {
+                    const periods = draft.bulkUpload.completedTransactionsByPeriod;
+                    for (const entry of Object.values(periods)) {
+                        if (entry.nextPageToken === pageToken) {
+                            entry.fetchState = {
+                                fetchState: 'In-Progress',
+                                error: undefined,
+                            };
+                            break;
+                        }
+                    }
+                }
+            },
+            prepare(pageToken, cacheOverride) {
+                return { payload: { pageToken, cacheOverride } };
+            },
+        },
+        fetchCompletedTransactionsSuccess(draft, action) {
+            const { transactionIds, nextPageToken, totalCount, selectedPeriod, isInitialLoad, } = action.payload;
+            const periodId = toMonthYearPeriodId(selectedPeriod);
+            const cacheKey = getCompletedTransactionsCacheKey(periodId, draft.bulkUpload.sortKey, draft.bulkUpload.sortOrder, draft.bulkUpload.completedSubTab);
+            if (isInitialLoad) {
+                draft.bulkUpload.completedTransactionsByPeriod[cacheKey] = {
+                    transactionIds,
+                    nextPageToken,
+                    totalCount,
+                    fetchState: { fetchState: 'Completed', error: undefined },
+                };
+            }
+            else {
+                const existing = draft.bulkUpload.completedTransactionsByPeriod[cacheKey];
+                if (existing != null) {
+                    existing.transactionIds.push(...transactionIds);
+                    existing.nextPageToken = nextPageToken;
+                    existing.totalCount = totalCount;
+                    existing.fetchState = { fetchState: 'Completed', error: undefined };
+                }
+                else {
+                    draft.bulkUpload.completedTransactionsByPeriod[cacheKey] = {
+                        transactionIds,
+                        nextPageToken,
+                        totalCount,
+                        fetchState: { fetchState: 'Completed', error: undefined },
+                    };
+                }
+            }
+        },
+        fetchCompletedTransactionsFailure(draft, action) {
+            const periodId = toMonthYearPeriodId(action.payload.selectedPeriod);
+            const cacheKey = getCompletedTransactionsCacheKey(periodId, draft.bulkUpload.sortKey, draft.bulkUpload.sortOrder, draft.bulkUpload.completedSubTab);
+            const existing = draft.bulkUpload.completedTransactionsByPeriod[cacheKey];
+            if (existing != null) {
+                existing.fetchState = {
+                    fetchState: 'Error',
+                    error: action.payload.error,
+                };
+            }
+            else {
+                draft.bulkUpload.completedTransactionsByPeriod[cacheKey] = {
+                    fetchState: { fetchState: 'Error', error: action.payload.error },
+                    nextPageToken: null,
+                    totalCount: 0,
+                    transactionIds: [],
+                };
+            }
+        },
     },
 });
-export const { fetchMissingReceipts, fetchMissingReceiptsSuccess, fetchMissingReceiptsFailure, uploadMissingReceiptSuccess, updateMissingReceiptUploadState, updateMissingReceiptsUIState, markMissingReceiptAsDone, clearExpenseAutomationMissingReceiptsView, } = expenseAutomationMissingReceiptsView.actions;
+export const { fetchMissingReceipts, fetchMissingReceiptsSuccess, fetchMissingReceiptsFailure, uploadMissingReceiptSuccess, updateMissingReceiptUploadState, updateMissingReceiptsUIState, markMissingReceiptAsDone, clearExpenseAutomationMissingReceiptsView, 
+// Bulk Upload
+bulkUploadReceipts, updateBulkUploadProgress, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, bulkUploadAutomatchingTimedOut, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, batchDetailFetchFailed, setInitialBatchDetailsLoading, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, 
+// Completed Transactions
+fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, } = expenseAutomationMissingReceiptsView.actions;
 export default expenseAutomationMissingReceiptsView.reducer;

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

@@ -36,6 +36,7 @@ export const initialTransactionTabViewState = {
     transactionIdsBySelectedPeriod: {},
     selectedCheckBoxTransactionIds: [],
     transactionIdsWithUnsavedData: [],
+    uploadReceiptStatusById: {},
     selectedTransactionId: undefined,
     selectedTransactionLineId: undefined,
 };
@@ -699,6 +700,27 @@ const expenseAutomationTransactionsView = createSlice({
         clearExpenseAutomationTransactionsView(draft) {
             Object.assign(draft, initialState);
         },
+        updateTransactionCategorizationUploadReceiptState: {
+            reducer(draft, action) {
+                const { transactionId, fetchStatus, selectedTab } = action.payload;
+                draft.transactionCategorizationView[selectedTab].uploadReceiptStatusById[transactionId] = fetchStatus;
+            },
+            prepare(selectedTab, transactionId, fetchStatus) {
+                return { payload: { selectedTab, transactionId, fetchStatus } };
+            },
+        },
+        uploadTransactionCategorizationReceiptSuccess: {
+            reducer(draft, action) {
+                const { transactionPayload, selectedTab } = action.payload;
+                draft.transactionCategorizationView[selectedTab].uploadReceiptStatusById[transactionPayload.transaction_id] = {
+                    fetchState: 'Completed',
+                    error: undefined,
+                };
+            },
+            prepare(selectedTab, transactionPayload, updateType = 'merge') {
+                return { payload: { selectedTab, transactionPayload, updateType } };
+            },
+        },
         syncTransactionCategorizationFromDetailSave: {
             prepare(transactionId, updatedTransaction, pendingReviewLineIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled) {
                 return {
@@ -770,5 +792,5 @@ const expenseAutomationTransactionsView = createSlice({
         },
     },
 });
-export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, } = expenseAutomationTransactionsView.actions;
+export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } = expenseAutomationTransactionsView.actions;
 export default expenseAutomationTransactionsView.reducer;