npm - @zeniai/client-epic-state - Versions diffs - 4.20.3-betaSS13 → 4.20.3-betaSS2 - Mend

@zeniai/client-epic-state 4.20.3-betaSS13 → 4.20.3-betaSS2

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package/lib/view/expenseAutomationView/epics/transactionCategorization/backgroundRefetchReviewTabEpic.js.map DELETED Viewed

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{ActionsObservable, StateObservable} from 'redux-observable';\nimport {EMPTY, Observable, from, of} from 'rxjs';\nimport {\n catchError,\n expand,\n filter,\n mergeMap,\n reduce,\n switchMap,\n} from 'rxjs/operators';\n\nimport {toString} from '../../../../commonStateTypes/timePeriod';\nimport {PageToken} from '../../../../commonStateTypes/viewAndReport/viewAndReport';\nimport {getCurrentTenant} from '../../../../entity/tenant/tenantSelector';\nimport {updateTransactions} from '../../../../entity/transaction/transactionReducer';\nimport {SupportedTransactionPayload} from '../../../../entity/transaction/transactionState';\nimport {RootState} from '../../../../reducer';\nimport {\n ZeniAPIStatus,\n createZeniAPIStatus,\n isSuccessResponse,\n} from '../../../../responsePayload';\nimport {ZeniAPI} from '../../../../zeniAPI';\nimport {getLineItemsByTransactionsIdsFromResponse} from '../../helpers/transactionCategorizationLocalDataHelper';\nimport {TransactionCategorizationResponse} from '../../payload/transactionCategorizationPayload';\nimport {\n backgroundRefetchReviewTab,\n fetchTransactionCategorizationFailure,\n fetchTransactionCategorizationSuccess,\n initializeTransactionCategorizationViewLocalData,\n updateTotalCountForTransactionCategorization,\n updateTransactionCategorizationUIState,\n} from '../../reducers/transactionsViewReducer';\nimport {toTransactionsSortKey} from '../../types/transactionsViewState';\n\nexport type ActionType =\n | ReturnType<typeof backgroundRefetchReviewTab>\n | ReturnType<typeof updateTransactions>\n | ReturnType<typeof initializeTransactionCategorizationViewLocalData>\n | ReturnType<typeof fetchTransactionCategorizationFailure>\n | ReturnType<typeof fetchTransactionCategorizationSuccess>\n | ReturnType<typeof updateTotalCountForTransactionCategorization>\n | ReturnType<typeof updateTransactionCategorizationUIState>;\n\nconst SELECTED_TAB = 'review' as const;\nconst PAGE_SIZE = 25;\n\ninterface AccumulatedPages {\n allTransactions: SupportedTransactionPayload[];\n failureStatus: ZeniAPIStatus | null;\n finalPageToken: PageToken;\n finalStatus: ZeniAPIStatus | null;\n totalCount: number;\n}\n\nexport const backgroundRefetchReviewTabEpic = (\n actions$: ActionsObservable<ActionType>,\n state$: StateObservable<RootState>,\n zeniAPI: ZeniAPI\n): Observable<ActionType> =>\n actions$.pipe(\n filter(backgroundRefetchReviewTab.match),\n switchMap((action) => {\n const {period, isUncategorizedExpenseCategoryEnabled} = action.payload;\n const state = state$.value;\n\n const currentTenant = getCurrentTenant(state);\n const selectedPeriod =\n state.expenseAutomationViewState.selectedPeriodByTenantId[\n currentTenant.tenantId\n ];\n\n const reviewUiState =\n state.expenseAutomationTransactionsViewState\n .transactionCategorizationView.review.uiState;\n const storedPageToken = reviewUiState.pageToken;\n\n const fetchPage = (\n pageToken: PageToken\n ): Observable<TransactionCategorizationResponse> => {\n const queryParam = {\n start_date: toString(period.start),\n end_date: toString(period.end),\n auto_categorized: false,\n sort_by: toTransactionsSortKey(reviewUiState.sortKey),\n sort_order: reviewUiState.sortOrder === 'ascending' ? 'asc' : 'desc',\n page_token: pageToken,\n page_size: PAGE_SIZE,\n search_text: reviewUiState.searchString,\n };\n return zeniAPI.getJSON<TransactionCategorizationResponse>(\n `${\n zeniAPI.apiEndPoints.accountMicroServiceBaseUrl\n }/1.0/expense-automation/transactions?query=${encodeURIComponent(\n JSON.stringify(queryParam)\n )}`\n );\n };\n\n return fetchPage(null).pipe(\n expand((response) => {\n if (!isSuccessResponse(response) || response.data == null) {\n return EMPTY;\n }\n const nextToken = response.data.next_page_token ?? null;\n if (nextToken == null || nextToken === storedPageToken) {\n return EMPTY;\n }\n return fetchPage(nextToken);\n }),\n reduce<TransactionCategorizationResponse, AccumulatedPages>(\n (acc, response) => {\n if (!isSuccessResponse(response) || response.data == null) {\n return {...acc, failureStatus: response.status};\n }\n const nextToken = response.data.next_page_token ?? null;\n return {\n ...acc,\n allTransactions: [\n ...acc.allTransactions,\n ...response.data.transactions,\n ],\n finalPageToken: nextToken,\n finalStatus: response.status,\n totalCount: response.data.total_count,\n };\n },\n {\n allTransactions: [],\n failureStatus: null,\n finalPageToken: null,\n finalStatus: null,\n totalCount: 0,\n }\n ),\n mergeMap((accumulated) => {\n if (\n accumulated.failureStatus != null ||\n accumulated.finalStatus == null\n ) {\n return of(\n fetchTransactionCategorizationFailure({\n selectedPeriod,\n selectedTab: SELECTED_TAB,\n status:\n accumulated.failureStatus ??\n createZeniAPIStatus(\n 'Unexpected Error',\n 'background refetch review tab received error response'\n ),\n })\n );\n }\n\n const transactionIds = accumulated.allTransactions.map(\n (t) => t.transaction_id\n );\n const lineItemsByTransactionIds =\n getLineItemsByTransactionsIdsFromResponse(\n accumulated.allTransactions\n );\n\n return from([\n updateTransactions(\n accumulated.allTransactions,\n (value) => value.transaction_id,\n 'merge'\n ),\n updateTransactionCategorizationUIState({\n selectedTab: SELECTED_TAB,\n uiState: {\n pageToken: accumulated.finalPageToken,\n },\n }),\n initializeTransactionCategorizationViewLocalData(\n SELECTED_TAB,\n transactionIds,\n selectedPeriod,\n false,\n accumulated.finalPageToken,\n accumulated.totalCount,\n lineItemsByTransactionIds,\n true,\n isUncategorizedExpenseCategoryEnabled\n ),\n updateTotalCountForTransactionCategorization({\n selectedPeriod,\n selectedTab: SELECTED_TAB,\n totalCount: accumulated.totalCount,\n }),\n fetchTransactionCategorizationSuccess({\n refreshViewInBackground: true,\n selectedTab: SELECTED_TAB,\n status: accumulated.finalStatus,\n }),\n ]);\n }),\n catchError((error) =>\n of(\n fetchTransactionCategorizationFailure({\n selectedPeriod,\n selectedTab: SELECTED_TAB,\n status: createZeniAPIStatus(\n 'Unexpected Error',\n 'background refetch review tab REST API call errored out' +\n JSON.stringify(error)\n ),\n })\n )\n )\n );\n })\n );\n"]}

package/lib/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationEpic.js.map DELETED Viewed

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{ActionsObservable, StateObservable} from 'redux-observable';\nimport {Observable, from, of} from 'rxjs';\nimport {catchError, filter, mergeMap, switchMap} from 'rxjs/operators';\n\nimport {toString} from '../../../../commonStateTypes/timePeriod';\nimport {getCurrentTenant} from '../../../../entity/tenant/tenantSelector';\nimport {updateTransactions} from '../../../../entity/transaction/transactionReducer';\nimport {RootState} from '../../../../reducer';\nimport {\n createZeniAPIStatus,\n isSuccessResponse,\n} from '../../../../responsePayload';\nimport {ZeniAPI} from '../../../../zeniAPI';\nimport {getLineItemsByTransactionsIdsFromResponse} from '../../helpers/transactionCategorizationLocalDataHelper';\nimport {\n TransactionCategorizationQueryPayload,\n TransactionCategorizationResponse,\n} from '../../payload/transactionCategorizationPayload';\nimport {\n fetchTransactionCategorization,\n fetchTransactionCategorizationFailure,\n fetchTransactionCategorizationSuccess,\n initializeTransactionCategorizationViewLocalData,\n resetOtherTabsFetchState,\n updateTotalCountForTransactionCategorization,\n updateTransactionCategorizationUIState,\n} from '../../reducers/transactionsViewReducer';\nimport {\n TRANSACTIONS_TABS,\n toTransactionsSortKey,\n} from '../../types/transactionsViewState';\n\nexport type ActionType =\n | ReturnType<typeof fetchTransactionCategorization>\n | ReturnType<typeof updateTransactions>\n | ReturnType<typeof initializeTransactionCategorizationViewLocalData>\n | ReturnType<typeof fetchTransactionCategorizationFailure>\n | ReturnType<typeof updateTransactionCategorizationUIState>\n | ReturnType<typeof updateTotalCountForTransactionCategorization>\n | ReturnType<typeof fetchTransactionCategorizationSuccess>\n | ReturnType<typeof resetOtherTabsFetchState>;\n\nexport const fetchTransactionCategorizationEpic = (\n actions$: ActionsObservable<ActionType>,\n state$: StateObservable<RootState>,\n zeniAPI: ZeniAPI\n): Observable<ActionType> =>\n actions$.pipe(\n filter(fetchTransactionCategorization.match),\n switchMap((action) => {\n const {\n expenseAutomationViewState: {selectedPeriodByTenantId},\n expenseAutomationTransactionsViewState,\n } = state$.value;\n const {\n period,\n keepExistingListItems,\n selectedTab,\n refreshViewInBackground,\n } = action.payload;\n\n const uiState =\n expenseAutomationTransactionsViewState.transactionCategorizationView[\n selectedTab\n ].uiState;\n const {pageToken, sortOrder, sortKey} = uiState;\n\n const currentTenant = getCurrentTenant(state$.value);\n const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];\n const queryParam: TransactionCategorizationQueryPayload = {\n start_date: toString(period.start),\n end_date: toString(period.end),\n auto_categorized: selectedTab === 'autoCategorized',\n sort_by: toTransactionsSortKey(sortKey),\n sort_order: sortOrder === 'ascending' ? 'asc' : 'desc',\n page_token: pageToken,\n page_size: 25,\n search_text: uiState.searchString,\n };\n return zeniAPI\n .getJSON<TransactionCategorizationResponse>(\n `${\n zeniAPI.apiEndPoints.accountMicroServiceBaseUrl\n }/1.0/expense-automation/transactions?query=${encodeURIComponent(\n JSON.stringify(queryParam)\n )}`\n )\n .pipe(\n mergeMap((response) => {\n if (isSuccessResponse(response) && response.data != null) {\n const updateActions: ActionType[] = [];\n updateActions.push(\n updateTransactions(\n response.data.transactions,\n (value) => value.transaction_id,\n 'merge'\n )\n );\n const transactionIds = response.data.transactions.map(\n (transaction) => transaction.transaction_id\n );\n const lineItemsByTransactionIds =\n getLineItemsByTransactionsIdsFromResponse(\n response.data.transactions\n );\n updateActions.push(\n updateTransactionCategorizationUIState({\n selectedTab,\n uiState: {\n ...uiState,\n pageToken: response.data.next_page_token ?? null,\n },\n })\n );\n updateActions.push(\n initializeTransactionCategorizationViewLocalData(\n selectedTab,\n transactionIds,\n selectedPeriod,\n keepExistingListItems,\n response.data.next_page_token ?? null,\n response.data.total_count,\n lineItemsByTransactionIds,\n refreshViewInBackground,\n action.payload.isUncategorizedExpenseCategoryEnabled\n )\n );\n updateActions.push(\n updateTotalCountForTransactionCategorization({\n selectedPeriod,\n selectedTab,\n totalCount: response.data.total_count,\n })\n );\n updateActions.push(\n resetOtherTabsFetchState({\n refreshViewInBackground,\n tabs: TRANSACTIONS_TABS.filter((tab) => selectedTab !== tab),\n })\n );\n updateActions.push(\n fetchTransactionCategorizationSuccess({\n refreshViewInBackground,\n selectedTab,\n status: response.status,\n })\n );\n return from(updateActions);\n } else {\n return of(\n fetchTransactionCategorizationFailure({\n selectedPeriod,\n selectedTab,\n status: response.status,\n })\n );\n }\n }),\n catchError((error) =>\n of(\n fetchTransactionCategorizationFailure({\n selectedPeriod,\n selectedTab,\n status: createZeniAPIStatus(\n 'Unexpected Error',\n 'fetch Transaction Categorization REST API call errored out' +\n JSON.stringify(error)\n ),\n })\n )\n )\n );\n })\n );\n"]}

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{...transactionReviewLocalDataById}\n : {};\n\n const transactions = getSupportedTransactionsByIds(\n transactionState,\n transactionIds\n );\n\n const uncategorizedIncomeExpense = getUncategorizedAccounts(\n state$.value.accountState,\n state$.value.accountListState,\n 'accountList'\n );\n transactions.forEach((transaction) => {\n const transactionWithCOT = getTransactionWithCOT(transaction);\n const newTransactionsLocalData = toTransactionDetailLocalData(\n transactionWithCOT,\n selectedTab,\n lineItemsByTransactionIds[transaction.id],\n uncategorizedIncomeExpense,\n isUncategorizedExpenseCategoryEnabled\n );\n\n if (transactionLocalData[transaction.id] == null) {\n transactionLocalData[transaction.id] = {\n ...initialSupportedTransactionCategorization,\n transactionId: transaction.id,\n transactionReviewLocalData: {\n ...newTransactionsLocalData,\n sortedLineItems: transaction.lines?.map((line) => line.id) ?? [],\n },\n };\n } else {\n transactionLocalData[transaction.id] = {\n transactionId: transaction.id,\n transactionReviewLocalData: {\n ...transactionLocalData[transaction.id]\n .transactionReviewLocalData,\n ...{\n ...newTransactionsLocalData,\n lineItemById: {\n ...mergeTransactionLineItems(\n transactionLocalData[transaction.id]\n .transactionReviewLocalData.lineItemById,\n newTransactionsLocalData.lineItemById\n ),\n },\n sortedLineItems: [\n ...new Set(\n transactionLocalData[\n transaction.id\n ].transactionReviewLocalData.sortedLineItems.concat(\n newTransactionsLocalData.sortedLineItems\n )\n ),\n ],\n tabSpecificLineItems: mergeTabSpecificLineItems(\n transactionLocalData[transaction.id]\n .transactionReviewLocalData.tabSpecificLineItems,\n selectedTab,\n newTransactionsLocalData.tabSpecificLineItems\n ),\n },\n },\n };\n }\n });\n\n fetchActions.push(\n saveTransactionCategorizationLocalData({\n selectedTab,\n transactionIds,\n selectedPeriod,\n keepExistingListItems,\n transactionLocalData,\n pageToken,\n totalCount,\n refreshViewInBackground,\n })\n );\n return from(fetchActions);\n })\n );\n\n// Better option to merge line items using this helper than merging inline to avoid overwriting the line items in future\n// This function is used to merge the line items of a transaction so that the line items are not overwritten\nfunction mergeTransactionLineItems(\n existingLineItems: Record<ID, TransactionCategorizationLineItemData>,\n newLineItems: Record<ID, TransactionCategorizationLineItemData>\n): Record<ID, TransactionCategorizationLineItemData> {\n const mergedLineItems: Record<ID, TransactionCategorizationLineItemData> = {\n ...existingLineItems,\n };\n\n for (const id of Object.keys(newLineItems)) {\n mergedLineItems[id] = {\n ...existingLineItems[id],\n ...newLineItems[id],\n };\n }\n\n return mergedLineItems;\n}\n"]}

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{ActionsObservable, StateObservable} from 'redux-observable';\nimport {from, of} from 'rxjs';\nimport {catchError, filter, mergeMap} from 'rxjs/operators';\n\nimport {ID} from '../../../../commonStateTypes/common';\nimport {\n convertToPeriod,\n toAbsoluteDay,\n toMonthYearPeriodId,\n} from '../../../../commonStateTypes/timePeriod';\nimport {openSnackbar} from '../../../../entity/snackbar/snackbarReducer';\nimport {getCurrentTenant} from '../../../../entity/tenant/tenantSelector';\nimport {removeTransactionCategorization} from '../../../../entity/transaction/transactionReducer';\nimport {RootState} from '../../../../reducer';\nimport {\n createZeniAPIStatus,\n isSuccessResponse,\n} from '../../../../responsePayload';\nimport {ZeniAPI} from '../../../../zeniAPI';\nimport {fetchMonthEndCloseChecks} from '../../../monthEndCloseChecksView/monthEndCloseChecksViewReducer';\nimport {getSnackbarMessageForTransactionReview} from '../../helpers/transactionCategorizationLocalDataHelper';\nimport {MarkAsReviewTransactionCategorizationPayloadResponse} from '../../payload/transactionCategorizationPayload';\nimport {\n fetchTransactionCategorizationView,\n markTransactionAsNotMiscategorized,\n updateStatusForTransactionNotMiscategorizedUpdateForCategorization,\n updateTotalCountForTransactionCategorization,\n} from '../../reducers/transactionsViewReducer';\n\nexport type ActionType =\n | ReturnType<typeof removeTransactionCategorization>\n | ReturnType<typeof openSnackbar>\n | ReturnType<typeof markTransactionAsNotMiscategorized>\n | ReturnType<typeof fetchMonthEndCloseChecks>\n | ReturnType<\n typeof updateStatusForTransactionNotMiscategorizedUpdateForCategorization\n >\n | ReturnType<typeof updateTotalCountForTransactionCategorization>\n | ReturnType<typeof fetchTransactionCategorizationView>;\n\nexport const markTransactionAsNotMiscategorizedEpic = (\n actions$: ActionsObservable<ActionType>,\n state$: StateObservable<RootState>,\n zeniAPI: ZeniAPI\n) =>\n actions$.pipe(\n filter(markTransactionAsNotMiscategorized.match),\n mergeMap((action) => {\n const {\n expenseAutomationViewState,\n expenseAutomationTransactionsViewState,\n } = state$.value;\n\n const {\n transactionsInReview,\n selectedTab,\n isUncategorizedExpenseCategoryEnabled,\n } = action.payload;\n\n const transactionsSuccess =\n transactionsInReview.transactions_update_success;\n const transactionsFailed =\n transactionsInReview.transactions_update_failed;\n\n const currentTenant = getCurrentTenant(state$.value);\n\n const selectedPeriod =\n expenseAutomationViewState.selectedPeriodByTenantId[\n currentTenant.tenantId\n ];\n\n const otherTab = selectedTab === 'review' ? 'autoCategorized' : 'review';\n\n const currentTabViewState =\n expenseAutomationTransactionsViewState.transactionCategorizationView[\n selectedTab\n ];\n const otherTabViewState =\n expenseAutomationTransactionsViewState.transactionCategorizationView[\n otherTab\n ];\n const {uiState} = currentTabViewState;\n const transactionsIdsFailed = transactionsFailed.map(\n (transaction) => transaction.transaction_id\n );\n\n const actions: ActionType[] = [];\n if (transactionsFailed.length > 0 && transactionsSuccess.length === 0) {\n actions.push(\n openSnackbar(\n getSnackbarMessageForTransactionReview(\n transactionsSuccess.length,\n transactionsFailed.length,\n 0\n )\n )\n );\n }\n if (transactionsSuccess.length > 0) {\n return zeniAPI\n .putAndGetJSON<MarkAsReviewTransactionCategorizationPayloadResponse>(\n `${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/mark-as-reviewed`,\n {transactions_reviewed: transactionsSuccess}\n )\n .pipe(\n mergeMap((response) => {\n if (isSuccessResponse(response) && response.data != null) {\n const reviewedSuccess =\n response.data.transactions_reviewed_success;\n const reviewedFailed =\n response.data.transactions_reviewed_failed;\n\n // Build maps for success and failed line items per transaction\n const successLineItemsByTransactionId: Record<ID, string[]> =\n {};\n const failedLineItemsByTransactionId: Record<ID, string[]> = {};\n\n reviewedSuccess.forEach((transaction) => {\n successLineItemsByTransactionId[transaction.transaction_id] =\n transaction.line_ids;\n });\n reviewedFailed.forEach((transaction) => {\n failedLineItemsByTransactionId[transaction.transaction_id] =\n transaction.line_ids;\n });\n\n const allReviewedTransactionIds = [\n ...new Set([\n ...Object.keys(successLineItemsByTransactionId),\n ...Object.keys(failedLineItemsByTransactionId),\n ]),\n ];\n\n const allCategorizedTransactionIds =\n allReviewedTransactionIds.filter(\n (transactionId) =>\n !(transactionId in failedLineItemsByTransactionId)\n );\n\n const transactionsToRemoveFromEntity: ID[] = [];\n const transactionsToRemoveFromTab: ID[] = [];\n const transactionsToUpdateLineItems: Record<ID, string[]> = {};\n\n allReviewedTransactionIds.forEach((transactionId) => {\n const successLineIds =\n successLineItemsByTransactionId[transactionId] ?? [];\n const failedLineIds =\n failedLineItemsByTransactionId[transactionId] ?? [];\n\n // Get current tab's line items for this transaction\n const currentTabLineItems =\n currentTabViewState.transactionReviewLocalDataById[\n transactionId\n ]?.transactionReviewLocalData.tabSpecificLineItems[\n selectedTab\n ] ?? [];\n\n // Check if transaction exists in other tab\n const otherTabLineItems =\n otherTabViewState.transactionReviewLocalDataById[\n transactionId\n ]?.transactionReviewLocalData.tabSpecificLineItems[\n otherTab\n ] ?? [];\n\n const existsInOtherTab = otherTabLineItems.length > 0;\n\n const remainingLineItems = currentTabLineItems.filter(\n (lineId) => {\n const isSuccess = successLineIds.includes(lineId);\n const isFailed = failedLineIds.includes(lineId);\n\n if (selectedTab === 'review') {\n return !isSuccess || isFailed;\n } else {\n return !isSuccess && !isFailed;\n }\n }\n );\n\n if (remainingLineItems.length > 0) {\n transactionsToUpdateLineItems[transactionId] =\n remainingLineItems;\n } else {\n transactionsToUpdateLineItems[transactionId] = [];\n transactionsToRemoveFromTab.push(transactionId);\n if (!existsInOtherTab) {\n transactionsToRemoveFromEntity.push(transactionId);\n }\n }\n });\n\n //considering only failed categorization transactions\n const allFailedIds = [...transactionsIdsFailed];\n\n const totalCountByPeriod =\n uiState.totalCount[toMonthYearPeriodId(selectedPeriod)];\n const updatedTotalCount =\n transactionsToRemoveFromTab.length === 0\n ? totalCountByPeriod\n : totalCountByPeriod - transactionsToRemoveFromTab.length;\n\n actions.push(\n updateStatusForTransactionNotMiscategorizedUpdateForCategorization(\n selectedTab,\n allReviewedTransactionIds, // uncheckTransactionIds\n transactionsToRemoveFromTab, // removeTransactionIdsFromSelectedPeriod\n selectedPeriod,\n 'Completed',\n undefined,\n transactionsToUpdateLineItems // updateLineItemsByTransactionId\n )\n );\n\n // Only remove transactions that don't exist in other tab\n if (transactionsToRemoveFromEntity.length > 0) {\n actions.push(\n removeTransactionCategorization({\n transactionIds: transactionsToRemoveFromEntity,\n })\n );\n }\n\n // refetch review tab refresh fetch state to let it auto refresh\n if (\n selectedTab === 'autoCategorized' &&\n Object.keys(failedLineItemsByTransactionId).length > 0\n ) {\n const period = convertToPeriod(selectedPeriod);\n const timePeriodStart = toAbsoluteDay(period.start);\n const timePeriodEnd = toAbsoluteDay(period.end);\n if (timePeriodStart != null && timePeriodEnd != null) {\n actions.push(\n fetchTransactionCategorizationView(\n 'review',\n {start: timePeriodStart, end: timePeriodEnd},\n true, // cacheOverride = true to force refresh\n false,\n undefined,\n undefined,\n true, // refreshViewInBackground\n false,\n isUncategorizedExpenseCategoryEnabled\n )\n );\n }\n }\n\n actions.push(\n updateTotalCountForTransactionCategorization({\n selectedPeriod,\n selectedTab,\n totalCount: updatedTotalCount,\n })\n );\n\n actions.push(\n openSnackbar(\n getSnackbarMessageForTransactionReview(\n transactionsSuccess.length -\n allCategorizedTransactionIds.length,\n allFailedIds.length,\n allCategorizedTransactionIds.length\n )\n )\n );\n\n if (currentTenant != null) {\n actions.push(\n fetchMonthEndCloseChecks({\n tenantId: currentTenant.tenantId,\n period: selectedPeriod,\n refreshViewInBackground: true,\n })\n );\n }\n return from(actions);\n } else {\n return of(\n updateStatusForTransactionNotMiscategorizedUpdateForCategorization(\n action.payload.selectedTab,\n [],\n [],\n selectedPeriod,\n 'Error',\n response.status\n )\n );\n }\n }),\n catchError((error) =>\n of(\n updateStatusForTransactionNotMiscategorizedUpdateForCategorization(\n action.payload.selectedTab,\n [],\n [],\n selectedPeriod,\n 'Error',\n createZeniAPIStatus(\n 'Unexpected Error',\n `Transaction mark miscategorized as correct REST API call errored out ${JSON.stringify(\n error\n )}`\n )\n )\n )\n )\n );\n } else {\n return from(actions);\n }\n })\n );\n"]}

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recordGet from 'lodash/get';\nimport {ActionsObservable, StateObservable} from 'redux-observable';\nimport {from, of} from 'rxjs';\nimport {catchError, filter, mergeMap} from 'rxjs/operators';\n\nimport {toRecommendationPayload} from '../../../../commonPayloadTypes/recommendationPayload';\nimport {ID} from '../../../../commonStateTypes/common';\nimport {COTLineItemTracking} from '../../../../commonStateTypes/recommendationBase';\nimport {CustomerBase} from '../../../../entity/customer/customerState';\nimport {Entity} from '../../../../entity/genericEntity/entity';\nimport {toCustomerTransactionPayload} from '../../../../entity/transaction/payloadTypes/customerTransactionPayload';\nimport {toTransferTransactionPayload} from '../../../../entity/transaction/payloadTypes/otherTransactionPayload';\nimport {\n TransactionPayload,\n injectCOTFlagsIntoTransactionPayload,\n toTransactionPayload,\n} from '../../../../entity/transaction/payloadTypes/transactionPayload';\nimport {\n toVendorTransactionPayload,\n toVendorTransactionWithCustomerPayload,\n} from '../../../../entity/transaction/payloadTypes/vendorTransactionPayload';\nimport {\n CustomerTransaction,\n isCustomerTransaction,\n} from '../../../../entity/transaction/stateTypes/customerTransaction';\nimport {\n TransferTransaction,\n isTransferTransaction,\n} from '../../../../entity/transaction/stateTypes/otherTransaction';\nimport {RecommendationByLineId} from '../../../../entity/transaction/stateTypes/transaction';\nimport {\n LineWithCOTTracking,\n TransactionWithAccountAndClassLineWithCOTTracking,\n} from '../../../../entity/transaction/stateTypes/transactionLine';\nimport {toTransactionType} from '../../../../entity/transaction/stateTypes/transactionType';\nimport {\n VendorTransaction,\n VendorTransactionWithCustomer,\n isVendorTransaction,\n} from '../../../../entity/transaction/stateTypes/vendorTransaction';\nimport {getSupportedTransactionById} from '../../../../entity/transaction/transactionSelector';\nimport {\n SupportedTransaction,\n TransactionState,\n} from '../../../../entity/transaction/transactionState';\nimport {getVendorByVendorId} from '../../../../entity/vendor/vendorSelector';\nimport {VendorBase, VendorState} from '../../../../entity/vendor/vendorState';\nimport {RootState} from '../../../../reducer';\nimport {\n createZeniAPIStatus,\n isSuccessResponse,\n} from '../../../../responsePayload';\nimport {ZeniAPI} from '../../../../zeniAPI';\nimport {EntityRecommendationKey} from '../../../recommendation/recommendationState';\nimport {\n EntityRelatedUpdatesPayload,\n TransactionCategorizationUpdateResponse,\n UpdateTransactionCategorizationPayload,\n} from '../../payload/transactionCategorizationPayload';\nimport {\n markTransactionAsNotMiscategorized,\n updateTransactionCategorization,\n updateTransactionCategorizationSaveStatus,\n} from '../../reducers/transactionsViewReducer';\nimport {\n EntityRelatedRecommendationUpdates,\n TransactionSaveUpdates,\n TransactionUpdates,\n TransactionsTab,\n TransactionsViewState,\n} from '../../types/transactionsViewState';\n\nexport type ActionType =\n | ReturnType<typeof updateTransactionCategorization>\n | ReturnType<typeof updateTransactionCategorizationSaveStatus>\n | ReturnType<typeof markTransactionAsNotMiscategorized>;\n\nexport const updateTransactionCategorizationEpic = (\n actions$: ActionsObservable<ActionType>,\n state$: StateObservable<RootState>,\n zeniAPI: ZeniAPI\n) =>\n actions$.pipe(\n filter(updateTransactionCategorization.match),\n mergeMap((action) => {\n const {\n selectedTab,\n transactionIds,\n transactionSaveUpdates,\n cotTrackingByTransactionId,\n isUncategorizedExpenseCategoryEnabled,\n } = action.payload;\n\n const {\n transactionState,\n vendorState,\n expenseAutomationTransactionsViewState,\n } = state$.value;\n const payloadArray: UpdateTransactionCategorizationPayload[] =\n preparePayload(\n selectedTab,\n transactionState,\n vendorState,\n expenseAutomationTransactionsViewState,\n transactionIds,\n transactionSaveUpdates,\n cotTrackingByTransactionId\n ).filter(\n (payload): payload is UpdateTransactionCategorizationPayload =>\n payload != null\n );\n\n return zeniAPI\n .putAndGetJSON<TransactionCategorizationUpdateResponse>(\n `${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/transactions/categorize`,\n {transactions: payloadArray}\n )\n .pipe(\n mergeMap((response) => {\n if (isSuccessResponse(response) && response.data != null) {\n const transactionsInReview = response.data;\n\n const actions: ActionType[] = [];\n actions.push(\n markTransactionAsNotMiscategorized(\n selectedTab,\n transactionsInReview,\n isUncategorizedExpenseCategoryEnabled\n ),\n updateTransactionCategorizationSaveStatus(\n selectedTab,\n 'Completed',\n createZeniAPIStatus(\n 'Completed',\n 'Transaction categorization updated successfully'\n )\n )\n );\n return from(actions);\n } else {\n return of(\n updateTransactionCategorizationSaveStatus(\n selectedTab,\n 'Error',\n response.status\n )\n );\n }\n }),\n catchError((error) =>\n of(\n updateTransactionCategorizationSaveStatus(\n selectedTab,\n 'Error',\n createZeniAPIStatus(\n 'Unexpected Error',\n `REST API call errored out ${JSON.stringify(error)}`\n )\n )\n )\n )\n );\n })\n );\nfunction prepareTransactionPayload(\n selectedTab: TransactionsTab,\n transactionState: TransactionState,\n vendorState: VendorState,\n transactionsViewState: TransactionsViewState,\n transactionId: ID,\n saveUpdates: TransactionSaveUpdates,\n cotTrackingByTransactionId: Record<ID, COTLineItemTracking[]>\n): UpdateTransactionCategorizationPayload | undefined {\n const detail = getSupportedTransactionById(transactionState, transactionId);\n\n const tranDetail = recordGet(\n transactionsViewState.transactionCategorizationView[selectedTab]\n .transactionReviewLocalDataById,\n transactionId,\n undefined\n );\n\n const tranVendorUpdates =\n tranDetail?.transactionReviewLocalData?.vendorUpdates;\n const tranCustomerUpdates =\n tranDetail?.transactionReviewLocalData?.customerUpdates;\n const tranSelectedEntity =\n tranDetail?.transactionReviewLocalData?.selectedEntity;\n let vendorUpdates: VendorBase | undefined = undefined;\n\n if (\n tranVendorUpdates?.qboId != null &&\n tranSelectedEntity != null &&\n tranSelectedEntity.type === 'vendor'\n ) {\n const vendor = getVendorByVendorId(vendorState, tranVendorUpdates.qboId);\n const vendorSource = vendor ?? tranVendorUpdates;\n vendorUpdates = {\n id:\n vendorSource.qboId === vendorSource.name\n ? ''\n : (vendorSource.qboId ?? ''),\n name: vendorSource.name,\n };\n }\n let customerUpdates: CustomerBase | undefined = undefined;\n\n if (tranSelectedEntity != null && tranSelectedEntity.type === 'customer') {\n if (tranCustomerUpdates?.qboId != null) {\n customerUpdates = {\n id: tranCustomerUpdates.qboId,\n name: tranCustomerUpdates.name,\n };\n } else {\n customerUpdates = {\n id: tranSelectedEntity.id,\n name: tranSelectedEntity.name,\n };\n }\n }\n\n if (detail != null) {\n const transUpdates = toTransactionUpdatePayload(\n saveUpdates.updates,\n detail,\n transactionId,\n cotTrackingByTransactionId,\n vendorUpdates,\n customerUpdates,\n tranSelectedEntity\n );\n const entityUpdates = toEntityUpdatePayload(\n saveUpdates.entityRelatedUpdates\n );\n return {\n entity_related_updates: entityUpdates,\n transaction_id: transactionId,\n transaction: transUpdates,\n transaction_type: toTransactionType(detail.type),\n };\n }\n return undefined;\n}\nfunction preparePayload(\n selectedTab: TransactionsTab,\n transactionState: TransactionState,\n vendorState: VendorState,\n transactionsViewState: TransactionsViewState,\n transactionIds: ID[],\n saveUpdates: TransactionSaveUpdates[],\n cotTrackingByTransactionId: Record<ID, COTLineItemTracking[]>\n): UpdateTransactionCategorizationPayload[] {\n const payload: UpdateTransactionCategorizationPayload[] = [];\n transactionIds.forEach((transactionId) => {\n const saveUpdate = saveUpdates.find(\n (update) => update.transactionId === transactionId\n );\n if (saveUpdate != null) {\n const transactionPayload = prepareTransactionPayload(\n selectedTab,\n transactionState,\n vendorState,\n transactionsViewState,\n transactionId,\n saveUpdate,\n cotTrackingByTransactionId\n );\n if (transactionPayload != null) {\n payload.push(transactionPayload);\n }\n }\n });\n if (payload == null) {\n return [];\n } else {\n return payload;\n }\n}\n\nconst toTransactionUpdatePayload = (\n updates: TransactionUpdates,\n detail: SupportedTransaction,\n transactionId: ID,\n cotTrackingByTransactionId: Record<ID, COTLineItemTracking[]>,\n vendorUpdates?: VendorBase,\n customerUpdates?: CustomerBase,\n tranSelectedEntity?: Entity\n): Partial<TransactionPayload> => {\n const transaction = Object.assign({}, detail);\n transaction.memo = updates.memo ?? '';\n const recommendationUpdates: RecommendationByLineId = {};\n for (const key in updates.updatesByLineId) {\n const lineUpdates = updates.updatesByLineId[key];\n const newLineMap: LineWithCOTTracking[] | undefined =\n transaction.lines?.map((line) => {\n if (line.id === key) {\n const lineToBeUpdated = Object.assign(\n {},\n line\n ) as TransactionWithAccountAndClassLineWithCOTTracking;\n lineToBeUpdated.lineDescription = lineUpdates.lineDescription ?? '';\n if (lineUpdates.class != null) {\n lineToBeUpdated.class = lineUpdates.class;\n }\n if (lineUpdates.account != null) {\n lineToBeUpdated.account = lineUpdates.account;\n }\n\n if (lineUpdates.customer != null) {\n lineToBeUpdated.customer = lineUpdates.customer;\n } else {\n lineToBeUpdated.customer = undefined;\n }\n if (lineUpdates.vendor != null) {\n lineToBeUpdated.vendor = lineUpdates.vendor;\n } else {\n lineToBeUpdated.vendor = undefined;\n }\n\n if (lineUpdates.recommendation != null) {\n recommendationUpdates[line.id] = lineUpdates.recommendation;\n }\n\n // Add COT viewing flags to the line from cotTrackingByTransactionId\n const cotTrackingForTransaction =\n cotTrackingByTransactionId[transactionId];\n const cotTrackingForLine = cotTrackingForTransaction?.find(\n (item: COTLineItemTracking) => item.lineId === line.id\n );\n\n if (cotTrackingForLine != null) {\n lineToBeUpdated.cotViewingFlags = {\n vendor: cotTrackingForLine.vendor,\n category: cotTrackingForLine.category,\n class: cotTrackingForLine.class,\n lineId: cotTrackingForLine.lineId,\n };\n }\n\n return lineToBeUpdated;\n }\n return line;\n });\n transaction.lines = newLineMap;\n }\n transaction.recommendations = recommendationUpdates;\n // Convert transaction to payload first\n let basePayload: Partial<TransactionPayload>;\n if (isCustomerTransaction(transaction)) {\n basePayload = toCustomerTransactionPayload(\n transaction as CustomerTransaction\n );\n } else if (isVendorTransaction(transaction)) {\n if (tranSelectedEntity != null && tranSelectedEntity.type === 'customer') {\n basePayload = toVendorTransactionWithCustomerPayload(\n transaction as VendorTransactionWithCustomer,\n customerUpdates\n );\n } else {\n basePayload = toVendorTransactionPayload(\n transaction as VendorTransaction,\n vendorUpdates\n );\n }\n } else if (isTransferTransaction(transaction)) {\n basePayload = toTransferTransactionPayload(\n transaction as TransferTransaction\n );\n } else {\n basePayload = toTransactionPayload(transaction);\n }\n\n // Inject COT flags into the payload\n return injectCOTFlagsIntoTransactionPayload(basePayload, transaction);\n};\n\nconst toEntityUpdatePayload = (\n entityUpdates: Record<\n EntityRecommendationKey,\n EntityRelatedRecommendationUpdates\n >\n) => {\n const entityUpdatesPayload: EntityRelatedUpdatesPayload[] = [];\n\n let entityKey: EntityRecommendationKey;\n for (entityKey in entityUpdates) {\n const entityUpdate = entityUpdates[entityKey];\n const entityUpdatePayload: EntityRelatedUpdatesPayload = {\n recommendations: toRecommendationPayload(entityUpdate.recommendations),\n entity_id: entityUpdate.entityId,\n entity_type: entityUpdate.entityType,\n is_bulk_update: entityUpdate.isBulkUpdate,\n updated_entity_id: entityUpdate.updatedEntityId,\n };\n\n // Add vendor_name if it's a vendor entity and name is provided\n if (\n entityUpdate.entityType === 'vendor' &&\n entityUpdate.vendorName != null\n ) {\n entityUpdatePayload.vendor_name = entityUpdate.vendorName;\n }\n entityUpdatesPayload.push(entityUpdatePayload);\n }\n return entityUpdatesPayload;\n};\n"]}

package/lib/view/expenseAutomationView/expenseAutomationViewPayload.js.map DELETED Viewed

	@@ -1 +0,0 @@
1	- {"version":3,"file":"expenseAutomationViewPayload.js","sourceRoot":"","sources":["../../../src/view/expenseAutomationView/expenseAutomationViewPayload.ts"],"names":[],"mappings":"","sourcesContent":["export interface ExpenseAutomationViewPayload {\n id: string;\n // Fill\n}\n"]}

package/lib/view/expenseAutomationView/expenseAutomationViewReducer.js.map DELETED Viewed

@@ -1 +0,0 @@

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package/lib/view/expenseAutomationView/expenseAutomationViewSelector.js.map DELETED Viewed

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{FetchStateAndError} from '../../commonStateTypes/common';\nimport {\n reduceAllFetchState,\n reduceAnyFetchState,\n} from '../../commonStateTypes/reduceFetchState';\nimport {\n MonthYearPeriod,\n toMonthYearPeriodId,\n} from '../../commonStateTypes/timePeriod';\nimport {getMonthEndCloseChecksForATenantForSelectedPeriod} from '../../entity/monthEndCloseChecks/monthEndCloseChecksSelector';\nimport {MonthEndAuditSummary} from '../../entity/monthEndCloseChecks/monthEndCloseChecksState';\nimport {\n CurrentTenant,\n getCurrentTenant,\n} from '../../entity/tenant/tenantSelector';\nimport {RootState} from '../../reducer';\nimport {ZeniDate} from '../../zeniDayJS';\nimport {getCompanyMonthEndReportSelectorView} from '../companyMonthEndReportView/companyMonthEndReportViewSelector';\nimport {\n getMonthEndCloseChecksViewByTenantId,\n isMonthEndInsightDisabled,\n} from '../monthEndCloseChecksView/monthEndCloseChecksViewSelector';\nimport {\n ExpenseAutomationStepDetails,\n ExpenseAutomationViewSelector,\n getAllSteps,\n} from './selectorTypes/expenseAutomationViewSelectorTypes';\nimport {getExpenseAutomationFluxAnalysisView} from './selectors/fluxAnalysisViewSelector';\nimport {getExpenseAutomationJESchedulesView} from './selectors/jeSchedulesViewSelector';\nimport {getExpenseAutomationMissingReceiptsView} from './selectors/missingReceiptsSelector';\nimport {getExpenseAutomationReconciliationView} from './selectors/reconciliationViewSelector';\nimport {getExpenseAutomationTransactionView} from './selectors/transactionCategorizationSelector';\nimport {TransactionsTab} from './types/transactionsViewState';\n\nconst isPreviousStepDisabled = (\n selectedTransactionCategorizationTab: TransactionsTab,\n allSteps: ExpenseAutomationStepDetails[],\n stepIndex: number,\n currentTenant: CurrentTenant,\n selectedPeriod: MonthYearPeriod,\n userAllowedToAccessMonthEndInsights: boolean,\n reportEmailSentDate?: ZeniDate,\n auditSummary?: MonthEndAuditSummary\n): boolean => {\n if (stepIndex === 0) {\n return selectedTransactionCategorizationTab === 'autoCategorized'\n ? false\n : reportEmailSentDate == null\n ? isMonthEndInsightDisabled(\n currentTenant,\n selectedPeriod,\n userAllowedToAccessMonthEndInsights,\n auditSummary\n )\n : true;\n }\n return allSteps[stepIndex - 1].isDisabled;\n};\n\nexport function getExpenseAutomationView(\n state: RootState\n): ExpenseAutomationViewSelector {\n const {\n expenseAutomationViewState,\n tenantState,\n expenseAutomationMissingReceiptsViewState,\n expenseAutomationJESchedulesViewState,\n expenseAutomationTransactionsViewState,\n expenseAutomationReconciliationViewState,\n monthEndCloseChecksState,\n companyState,\n } = state;\n\n const {loggedInUser, currentTenantId} = tenantState;\n const currentTenant = getCurrentTenant(state);\n const {currentSelectedView, selectedPeriodByTenantId} =\n expenseAutomationViewState;\n\n const {selectedTransactionCategorizationTab} =\n expenseAutomationTransactionsViewState;\n\n const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];\n\n let currentSelectedViewFetchState: FetchStateAndError = {\n fetchState: 'Not-Started',\n error: undefined,\n };\n let currentSelectedViewBackgroundRefreshFetchState: FetchStateAndError = {\n fetchState: 'Not-Started',\n error: undefined,\n };\n\n const monthEndCloseChecksView = getMonthEndCloseChecksViewByTenantId(\n state,\n currentTenant.tenantId\n );\n\n const missingReceipts = getExpenseAutomationMissingReceiptsView(state);\n const fluxAnalysis = getExpenseAutomationFluxAnalysisView(state);\n const monthEndInsights = getCompanyMonthEndReportSelectorView(\n state,\n currentTenant.companyId,\n loggedInUser\n );\n const reconciliation = getExpenseAutomationReconciliationView(state);\n const expenseAutomationTransactionsView =\n getExpenseAutomationTransactionView(state);\n\n const jeSchedules = getExpenseAutomationJESchedulesView(state);\n switch (currentSelectedView) {\n case 'reconciliation':\n currentSelectedViewFetchState = reconciliation.fetchStatus;\n currentSelectedViewBackgroundRefreshFetchState =\n reconciliation.refreshStatus;\n break;\n case 'flux_analysis':\n currentSelectedViewFetchState = fluxAnalysis.fetchStatus;\n currentSelectedViewBackgroundRefreshFetchState =\n fluxAnalysis.refreshStatus;\n break;\n case 'je_schedules':\n currentSelectedViewFetchState = {\n fetchState: jeSchedules.fetchState,\n error: jeSchedules.error,\n };\n currentSelectedViewBackgroundRefreshFetchState =\n jeSchedules.refreshStatus;\n break;\n case 'missing_receipts':\n currentSelectedViewFetchState = {\n fetchState: missingReceipts.fetchState,\n error: missingReceipts.error,\n };\n currentSelectedViewBackgroundRefreshFetchState =\n missingReceipts.refreshStatus;\n break;\n case 'transaction_categorization':\n currentSelectedViewFetchState = {\n fetchState: expenseAutomationTransactionsView.fetchState,\n error: expenseAutomationTransactionsView.error,\n };\n currentSelectedViewBackgroundRefreshFetchState =\n expenseAutomationTransactionsView.refreshStatus;\n break;\n case 'month_end_insights':\n currentSelectedViewFetchState = {\n fetchState: monthEndInsights.fetchState,\n error: monthEndInsights.error,\n };\n currentSelectedViewBackgroundRefreshFetchState = {\n fetchState: 'Not-Started',\n error: undefined,\n };\n break;\n }\n\n const fetchStateVariables: FetchStateAndError[] = [\n expenseAutomationMissingReceiptsViewState,\n expenseAutomationJESchedulesViewState,\n monthEndCloseChecksView,\n expenseAutomationTransactionsView,\n expenseAutomationReconciliationViewState,\n ];\n\n let allSteps: ExpenseAutomationStepDetails[] = [];\n let auditSummary: MonthEndAuditSummary | undefined = undefined;\n\n const currentCompany = companyState.companiesById[currentTenant.companyId];\n const managementInfo = currentCompany?.managementInfo;\n const preparerUserIds =\n managementInfo != null ? managementInfo.preparerUserIds : [];\n const isZeniUser = Boolean(loggedInUser?.userEmail?.includes('zeni.ai'));\n const isPreparer =\n loggedInUser != null && preparerUserIds.includes(loggedInUser.userId);\n\n const userAllowedToAccessMonthEndInsights =\n isZeniUser === false || isPreparer === false;\n\n if (selectedPeriod != null) {\n const monthYearPeriodId = toMonthYearPeriodId(selectedPeriod);\n if (currentTenantId != null) {\n auditSummary = getMonthEndCloseChecksForATenantForSelectedPeriod(\n monthEndCloseChecksState,\n currentTenantId,\n selectedPeriod\n )?.auditSummary;\n }\n\n allSteps = getAllSteps(\n monthEndCloseChecksState,\n monthYearPeriodId,\n currentTenant.tenantId,\n auditSummary\n );\n\n const reportEmailSentDate =\n monthEndCloseChecksView.monthEndCloseChecks?.reportEmailSentDate;\n\n allSteps.forEach((stepDetail, index, allStepsOriginal) => {\n switch (stepDetail.step) {\n case 'transaction_categorization':\n allStepsOriginal[index] = {\n ...stepDetail,\n completionStatus:\n expenseAutomationTransactionsView.completionStatus,\n };\n return;\n case 'je_schedules':\n allStepsOriginal[index] = {\n ...stepDetail,\n completionStatus: jeSchedules.completionStatus,\n };\n return;\n case 'missing_receipts':\n allStepsOriginal[index] = {\n ...stepDetail,\n completionStatus: missingReceipts.completionStatus,\n };\n return;\n case 'month_end_insights':\n allStepsOriginal[index] = {\n ...stepDetail,\n isDisabled:\n reportEmailSentDate == null\n ? isMonthEndInsightDisabled(\n currentTenant,\n selectedPeriod,\n userAllowedToAccessMonthEndInsights,\n auditSummary\n )\n : true,\n };\n return;\n case 'reconciliation':\n allStepsOriginal[index] = {\n ...stepDetail,\n completionStatus: reconciliation.completionStatus,\n };\n return;\n case 'flux_analysis':\n default:\n allStepsOriginal[index] = {\n ...stepDetail,\n completionStatus: fluxAnalysis.completionStatus,\n };\n return;\n }\n });\n\n allSteps.forEach((stepDetail, index, allStepsOriginal) => {\n allStepsOriginal[index] = {\n ...stepDetail,\n isNextDisabled:\n index === allStepsOriginal.length - 1\n ? allStepsOriginal[0].isDisabled\n : stepDetail.step === 'reconciliation' &&\n reconciliation.selectedAccountId != null &&\n reconciliation.selectedTab === 'review'\n ? false\n : allStepsOriginal[index + 1].isDisabled,\n isPrevDisabled: isPreviousStepDisabled(\n selectedTransactionCategorizationTab,\n allStepsOriginal,\n index,\n currentTenant,\n selectedPeriod,\n userAllowedToAccessMonthEndInsights,\n reportEmailSentDate,\n auditSummary\n ),\n };\n });\n }\n const reducedFetchStatus = reduceAnyFetchState(fetchStateVariables); // Add more states\n\n const reducedSaveStatus = reduceAllFetchState([\n expenseAutomationTransactionsView.saveStatus, // TODO - Anjali add more states\n expenseAutomationTransactionsView.markAsNotMiscategorizedStatus,\n ]);\n\n const reducedUpdateStatus = reduceAllFetchState([\n expenseAutomationTransactionsView.saveStatus, // TODO - Anjali add more states\n ]);\n\n return {\n jeSchedules,\n transactionView: expenseAutomationTransactionsView,\n missingReceipts,\n reconciliation,\n currentSelectedViewFetchState,\n currentSelectedViewBackgroundRefreshFetchState,\n fluxAnalysis,\n fetchState: reducedFetchStatus.fetchState,\n error: undefined,\n currentSelectedView,\n selectedTransactionCategorizationTab,\n saveStatus: reducedSaveStatus,\n updateStatus: reducedUpdateStatus,\n allSteps,\n completionStatus: missingReceipts.completionStatus,\n selectedPeriod,\n auditSummary,\n monthEndInsights,\n monthEndCloseChecksView,\n };\n}\n"]}

package/lib/view/expenseAutomationView/expenseAutomationViewState.js.map DELETED Viewed

@@ -1 +0,0 @@

- {"version":3,"file":"expenseAutomationViewState.js","sourceRoot":"","sources":["../../../src/view/expenseAutomationView/expenseAutomationViewState.ts"],"names":[],"mappings":";;;AAKA,wEAAmE;AAGtD,QAAA,6BAA6B,GAAG;IAC3C,4BAA4B;IAC5B,cAAc;IACd,gBAAgB;IAChB,kBAAkB;IAClB,eAAe;IACf,oBAAoB;CACZ,CAAC;AAEJ,MAAM,2BAA2B,GAAG,CAAC,CAAS,EAAE,EAAE,CACvD,IAAA,6BAAa,EAAC,CAAC,EAAE,qCAA6B,CAAC,CAAC;AADrC,QAAA,2BAA2B,+BACU","sourcesContent":["import {\n FetchStateAndError,\n FetchedState,\n ID,\n} from '../../commonStateTypes/common';\nimport {stringToUnion} from '../../commonStateTypes/stringToUnion';\nimport {MonthYearPeriod} from '../../commonStateTypes/timePeriod';\n\nexport const EXPENSE_AUTOMATION_VIEW_TYPES = [\n 'transaction_categorization',\n 'je_schedules',\n 'reconciliation',\n 'missing_receipts',\n 'flux_analysis',\n 'month_end_insights',\n] as const;\n\nexport const toExpenseAutomationViewType = (v: string) =>\n stringToUnion(v, EXPENSE_AUTOMATION_VIEW_TYPES);\n\nexport type ExpenseAutomationViewType = ReturnType<\n typeof toExpenseAutomationViewType\n>;\n\nexport interface ExpenseAutomationViewState extends FetchedState {\n currentSelectedView: ExpenseAutomationViewType;\n saveStatus: FetchStateAndError; // Remove if not required\n\n selectedPeriodByTenantId: Record<ID, MonthYearPeriod>;\n\n updateStatus: FetchStateAndError; // Remove if not required\n}\n"]}

package/lib/view/expenseAutomationView/helpers/bulkUploadTiming.d.ts DELETED Viewed

@@ -1,16 +0,0 @@
-/**
- * After upload API success, hold the bar at 100% this long before transitioning to matching,
- * so the fill animation can complete without an abrupt swap to the auto-matching banner.
- */
-export declare const BULK_UPLOAD_BAR_COMPLETE_HOLD_MS = 400;
-/**
- * Max wall-clock wait for Pusher + batch-details resolution after upload. If exceeded, we stop
- * fallback polling, clear the automatching banner (`phase` → completed), and refresh batch list.
- */
-export declare const BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS = 300000;
-/**
- * Rolling window (in days) for the bulk-upload batch list API. Period-agnostic — the batch list
- * ignores the accounting month picker. Shared between the regular batch-list fetch and the
- * restore-on-mount hydration so both flows always query the same window.
- */
-export declare const BULK_UPLOAD_BATCH_LIST_DATE_RANGE_DAYS = 30;

package/lib/view/expenseAutomationView/helpers/bulkUploadTiming.js DELETED Viewed

@@ -1,19 +0,0 @@
-"use strict";
-Object.defineProperty(exports, "__esModule", { value: true });
-exports.BULK_UPLOAD_BATCH_LIST_DATE_RANGE_DAYS = exports.BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS = exports.BULK_UPLOAD_BAR_COMPLETE_HOLD_MS = void 0;
-/**
- * After upload API success, hold the bar at 100% this long before transitioning to matching,
- * so the fill animation can complete without an abrupt swap to the auto-matching banner.
- */
-exports.BULK_UPLOAD_BAR_COMPLETE_HOLD_MS = 400;
-/**
- * Max wall-clock wait for Pusher + batch-details resolution after upload. If exceeded, we stop
- * fallback polling, clear the automatching banner (`phase` → completed), and refresh batch list.
- */
-exports.BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS = 300000;
-/**
- * Rolling window (in days) for the bulk-upload batch list API. Period-agnostic — the batch list
- * ignores the accounting month picker. Shared between the regular batch-list fetch and the
- * restore-on-mount hydration so both flows always query the same window.
- */
-exports.BULK_UPLOAD_BATCH_LIST_DATE_RANGE_DAYS = 30;

package/lib/view/expenseAutomationView/helpers/helpers.js.map DELETED Viewed

@@ -1 +0,0 @@

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package/lib/view/expenseAutomationView/helpers/jeAccountSettingHelper.js.map DELETED Viewed

@@ -1 +0,0 @@

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package/lib/view/expenseAutomationView/helpers/reconciliationHelpers.js.map DELETED Viewed

@@ -1 +0,0 @@

- {"version":3,"file":"reconciliationHelpers.js","sourceRoot":"","sources":["../../../../src/view/expenseAutomationView/helpers/reconciliationHelpers.ts"],"names":[],"mappings":";;;AAMO,MAAM,4CAA4C,GAAG,CAC1D,gBAA6C,EAC7C,EAAE;IACF,MAAM,oBAAoB,GAGpB,gBAAgB,CAAC,GAAG,CAAC,CAAC,SAAS,EAAE,EAAE;QACvC,MAAM,yBAAyB,GAAgC,EAAE,CAAC;QAClE,MAAM,eAAe,GAAG,SAAS,CAAC,QAAQ,CAAC;QAC3C,SAAS,CAAC,YAAY,CAAC,SAAS,CAAC,OAAO,CAAC,CAAC,qBAAqB,EAAE,EAAE;YACjE,yBAAyB,CAAC,IAAI,CAAC,qBAAqB,CAAC,CAAC;QACxD,CAAC,CAAC,CAAC;QACH,OAAO;YACL,yBAAyB;YACzB,eAAe;SAChB,CAAC;IACJ,CAAC,CAAC,CAAC;IAEH,OAAO,oBAAoB,CAAC;AAC9B,CAAC,CAAC;AAnBW,QAAA,4CAA4C,gDAmBvD;AAEK,MAAM,kCAAkC,GAAG,CAChD,WAAiC,EACxB,EAAE;IACX,OAAO,WAAW,CAAC,iBAAiB,CAAC,MAAM,KAAK,qBAAqB,CAAC;AACxE,CAAC,CAAC;AAJW,QAAA,kCAAkC,sCAI7C;AAEK,MAAM,8BAA8B,GAAG,CAC5C,WAAiC,EACxB,EAAE;IACX,OAAO,WAAW,CAAC,iBAAiB,CAAC,MAAM,KAAK,gBAAgB,CAAC;AACnE,CAAC,CAAC;AAJW,QAAA,8BAA8B,kCAIzC;AAEK,MAAM,8BAA8B,GAAG,CAC5C,WAAiC,EACxB,EAAE;IACX,OAAO,WAAW,CAAC,iBAAiB,CAAC,MAAM,KAAK,gBAAgB,CAAC;AACnE,CAAC,CAAC;AAJW,QAAA,8BAA8B,kCAIzC;AAEK,MAAM,mCAAmC,GAAG,CACjD,WAAiC,EACjC,WAAwB,EACf,EAAE;IACX,OAAO,CACL,WAAW,CAAC,iBAAiB,CAAC,MAAM,KAAK,iBAAiB;QAC1D,CAAC,WAAW,CAAC,iBAAiB,CAAC,MAAM,KAAK,mBAAmB;YAC3D,WAAW,KAAK,aAAa,CAAC,CACjC,CAAC;AACJ,CAAC,CAAC;AATW,QAAA,mCAAmC,uCAS9C;AAEK,MAAM,wCAAwC,GAAG,CACtD,WAAiC,EACjC,WAAwB,EACf,EAAE;IACX,OAAO,CACL,WAAW,CAAC,iBAAiB,CAAC,MAAM,KAAK,mBAAmB;QAC5D,WAAW,KAAK,aAAa,CAC9B,CAAC;AACJ,CAAC,CAAC;AARW,QAAA,wCAAwC,4CAQnD;AAEK,MAAM,uCAAuC,GAAG,CACrD,WAAiC,EACxB,EAAE;IACX,OAAO,WAAW,CAAC,iBAAiB,CAAC,MAAM,KAAK,kBAAkB,CAAC;AACrE,CAAC,CAAC;AAJW,QAAA,uCAAuC,2CAIlD","sourcesContent":["import {CurrencyPayload} from '../../../commonPayloadTypes/v2/viewAndReportPayloadv2';\nimport {AccountType} from '../../../entity/account/accountState';\nimport {ReconciliationDataPayload} from '../../../entity/accountRecon/accountReconPayload';\nimport {TransactionsToReview} from '../../../entity/accountRecon/accountReconState';\nimport {MatchedTransactionPayload} from '../../../entity/transaction/payloadTypes/reconciliationTransactionPayloads';\n\nexport const getAllReviewTransactionsFromReconcilePayload = (\n reconcilePayload: ReconciliationDataPayload[]\n) => {\n const transactionsPerRecon: {\n allReconciledTransactions: MatchedTransactionPayload[];\n currencyPayload: CurrencyPayload;\n }[] = reconcilePayload.map((reconcile) => {\n const allReconciledTransactions: MatchedTransactionPayload[] = [];\n const currencyPayload = reconcile.currency;\n reconcile.transactions.reconcile.forEach((reconciledTransaction) => {\n allReconciledTransactions.push(reconciledTransaction);\n });\n return {\n allReconciledTransactions,\n currencyPayload,\n };\n });\n\n return transactionsPerRecon;\n};\n\nexport const isReviewTransactionBillPaymentType = (\n transaction: TransactionsToReview\n): boolean => {\n return transaction.recommendedAction.action === 'record_bill_payment';\n};\n\nexport const isReviewTransactionExpenseType = (\n transaction: TransactionsToReview\n): boolean => {\n return transaction.recommendedAction.action === 'record_expense';\n};\n\nexport const isReviewTransactionDepositType = (\n transaction: TransactionsToReview\n): boolean => {\n return transaction.recommendedAction.action === 'record_deposit';\n};\n\nexport const isReviewTransactionBankTransferType = (\n transaction: TransactionsToReview,\n accountType: AccountType\n): boolean => {\n return (\n transaction.recommendedAction.action === 'record_transfer' ||\n (transaction.recommendedAction.action === 'record_cc_payment' &&\n accountType === 'credit_card')\n );\n};\n\nexport const isReviewTransactionCreditCardPaymentType = (\n transaction: TransactionsToReview,\n accountType: AccountType\n): boolean => {\n return (\n transaction.recommendedAction.action === 'record_cc_payment' &&\n accountType !== 'credit_card'\n );\n};\n\nexport const isReviewTransactionCreditCardCreditType = (\n transaction: TransactionsToReview\n): boolean => {\n return transaction.recommendedAction.action === 'record_cc_credit';\n};\n"]}

package/lib/view/expenseAutomationView/helpers/rollingCalendarDateRangeInclusive.d.ts DELETED Viewed

@@ -1,7 +0,0 @@
-/**
- * Local calendar dates from (end − (days − 1)) through end, inclusive.
- */
-export declare function rollingCalendarDateRangeInclusive(days: number): {
-    end: string;
-    start: string;
-};

package/lib/view/expenseAutomationView/helpers/rollingCalendarDateRangeInclusive.js DELETED Viewed

@@ -1,16 +0,0 @@
-"use strict";
-Object.defineProperty(exports, "__esModule", { value: true });
-exports.rollingCalendarDateRangeInclusive = rollingCalendarDateRangeInclusive;
-const formatZeniDateFY_1 = require("../../../commonStateTypes/fiscalYearHelpers/formatZeniDateFY");
-const zeniDayJS_1 = require("../../../zeniDayJS");
-/**
- * Local calendar dates from (end − (days − 1)) through end, inclusive.
- */
-function rollingCalendarDateRangeInclusive(days) {
-    const end = (0, zeniDayJS_1.dateNow)().startOf('day');
-    const start = end.subtract(days - 1, 'day');
-    return {
-        end: end.format(formatZeniDateFY_1.DEFAULT_DATE_FORMAT),
-        start: start.format(formatZeniDateFY_1.DEFAULT_DATE_FORMAT),
-    };
-}

package/lib/view/expenseAutomationView/helpers/saveTransactionHelper.js.map DELETED Viewed

@@ -1 +0,0 @@

- 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{ID} from '../../../commonStateTypes/common';\nimport {Recommendation} from '../../../commonStateTypes/recommendationBase';\nimport {RecommendedAccountBase} from '../../../entity/account/accountState';\nimport {RecommendedClassBase} from '../../../entity/class/classState';\nimport {Entity, EntityType} from '../../../entity/genericEntity/entity';\nimport {TransactionWithAccountAndClassLine} from '../../../entity/transaction/stateTypes/transactionLine';\nimport {\n isVendorTransaction,\n isVendorTransactionWithCustomer,\n} from '../../../entity/transaction/stateTypes/vendorTransaction';\nimport {convertCOTRecommendationsToRegular} from '../../../entity/transaction/transactionHelper';\nimport {SupportedTransaction} from '../../../entity/transaction/transactionState';\nimport {UncategorizedAccounts} from '../../accountList/accountListSelector';\nimport {\n EntityRecommendationKey,\n getEntityRecommendationKey,\n} from '../../recommendation/recommendationState';\nimport {\n isTransactionMiscategorized,\n isTransactionUncategorized,\n toRecommendedAccountBase,\n toRecommendedClassBase,\n} from '../../transactionDetail/epics/saveTransactionHelper';\nimport {\n EntityRelatedRecommendationUpdates,\n TransactionCategorizationLineItemData,\n TransactionLineUpdates,\n TransactionReviewLocalData,\n TransactionSaveUpdates,\n TransactionUpdates,\n TransactionVendorUpdates,\n} from '../types/transactionsViewState';\n\n/**\n *\n * @param transactionCategorizationLocalData\n */\nexport const toTransactionUpdatesFromTransactionCategorizationLocalData = (\n transactionCategorizationLocalData: TransactionReviewLocalData,\n transaction: SupportedTransaction,\n uncategorizedIncomeExpense: UncategorizedAccounts\n): TransactionSaveUpdates => {\n const updates: TransactionUpdates = {\n updatesByLineId: {},\n };\n\n const updatesByLineId: Record<ID, TransactionLineUpdates> = {};\n\n const entityUpdates: Record<\n EntityRecommendationKey,\n EntityRelatedRecommendationUpdates\n > = {};\n\n const isTransactionMisCategorized = isTransactionMiscategorized(\n transaction,\n true\n );\n const isTransactionUnCategorized = isTransactionUncategorized(\n transaction,\n uncategorizedIncomeExpense\n );\n updates.memo = transactionCategorizationLocalData.memo;\n\n const currentSelectedEntity: Entity | undefined =\n transactionCategorizationLocalData.selectedEntity;\n\n if (\n isVendorTransaction(transaction) === true &&\n currentSelectedEntity != null &&\n currentSelectedEntity.type === 'vendor'\n ) {\n updates.vendorId = currentSelectedEntity.qboId;\n }\n\n if (\n isVendorTransactionWithCustomer(transaction) === true &&\n currentSelectedEntity != null &&\n currentSelectedEntity.type === 'customer'\n ) {\n updates.customerId = currentSelectedEntity.qboId;\n }\n\n let lastUpdatedCategory: RecommendedAccountBase | undefined;\n let lastUpdatedClass: RecommendedClassBase | undefined;\n\n transaction.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 line.id in transactionCategorizationLocalData.lineItemById\n ) {\n const currentSelectedEntityLine: Entity | undefined =\n transactionCategorizationLocalData.lineItemById[line.id]\n .selectedEntityLine;\n const entityDetails = getEntityDetails(\n currentSelectedEntity,\n transactionCategorizationLocalData.lineItemById[line.id],\n transactionCategorizationLocalData.vendorUpdates,\n transactionCategorizationLocalData.customerUpdates,\n currentSelectedEntityLine\n );\n const lineItem = transactionCategorizationLocalData.lineItemById[line.id];\n\n updatesByLineId[line.id] = {\n lineDescription: lineItem.lineDescription,\n class: lineItem.class,\n account: lineItem.account,\n recommendation: convertCOTRecommendationsToRegular(\n lineItem.recommendationsWithCOT\n ),\n };\n\n if (\n line.type === 'journal_entry_transaction_line' ||\n line.platformLineDetailType === 'deposit_line_detail'\n ) {\n updatesByLineId[line.id] = {\n ...updatesByLineId[line.id],\n vendor:\n currentSelectedEntityLine != null &&\n currentSelectedEntityLine.type === 'vendor'\n ? lineItem.vendor\n : undefined,\n customer:\n currentSelectedEntityLine != null &&\n currentSelectedEntityLine.type === 'customer'\n ? lineItem.customer\n : undefined,\n };\n }\n\n let hasCategoryChanged = false;\n let hasClassChanged = false;\n\n const accountLine = line as TransactionWithAccountAndClassLine;\n hasCategoryChanged =\n lineItem.account?.qboId !== accountLine.account.qboId &&\n Boolean(lineItem.account?.qboId);\n hasClassChanged =\n Boolean(lineItem.class?.qboId) &&\n lineItem.class?.qboId !== accountLine.class.qboId;\n const recommendedAccountBase = toRecommendedAccountBase(\n lineItem.amount.amount,\n lineItem.account\n );\n const recommendedClassBase = toRecommendedClassBase(\n lineItem.amount.amount,\n lineItem.class\n );\n\n if (\n entityDetails != null &&\n (hasCategoryChanged === true || hasClassChanged === true)\n ) {\n lastUpdatedCategory =\n hasCategoryChanged === true ? recommendedAccountBase : undefined;\n lastUpdatedClass =\n hasClassChanged === true ? recommendedClassBase : undefined;\n // Category might have been recommended one, and class may not have been updated and was undefined\n // in this case check for each\n const recommended = {\n account: lastUpdatedCategory,\n class: lastUpdatedClass,\n };\n if (recommended.class != null || recommended.account != null) {\n const entityId = entityDetails.entityId;\n\n doUpdateEntityUpdates(\n entityUpdates,\n entityId,\n entityDetails.entityType,\n recommended,\n false,\n undefined,\n entityDetails.entityName\n );\n }\n }\n } else {\n updatesByLineId[line.id] = line;\n }\n });\n updates.updatesByLineId = updatesByLineId;\n return {\n transactionId: transaction.id,\n updates,\n entityRelatedUpdates: entityUpdates,\n /*Note: We need to call `mark-miscategorized-as-correct` api only when any of the line item is miscategorized\n and all the line items are NOT uncategorized*/\n markAsMiscatUpdates:\n isTransactionMisCategorized === true &&\n isTransactionUnCategorized === false,\n anyBulkUpdates: false,\n };\n};\n\nconst doUpdateEntityUpdates = (\n entityUpdates: Record<\n EntityRecommendationKey,\n EntityRelatedRecommendationUpdates\n >,\n entityId: ID,\n entityType: EntityType,\n recommendation: Recommendation,\n isBulkUpdate = false,\n updatedEntityId: ID | undefined,\n entityName?: string\n) => {\n // see if this entity is already being updated\n const entityKey = getEntityRecommendationKey(entityType, entityId);\n const entityUpdate = entityUpdates[entityKey];\n const commonUpdate = {\n recommendations: recommendation,\n entityId: entityId === entityName ? null : entityId,\n ...(entityType === 'vendor' && entityName != null\n ? {vendorName: entityName}\n : {}),\n };\n\n if (entityUpdate == null) {\n entityUpdates[entityKey] = {\n entityType,\n isBulkUpdate,\n updatedEntityId,\n ...commonUpdate,\n };\n } else {\n entityUpdates[entityKey] = {\n ...entityUpdate,\n ...commonUpdate,\n };\n }\n};\n\nconst getEntityDetails = (\n entity: Entity | undefined,\n lineItemLocalData: TransactionCategorizationLineItemData,\n vendorUpdates?: TransactionVendorUpdates,\n customerUpdates?: TransactionVendorUpdates,\n currentSelectedEntityLine?: Entity | undefined\n):\n | {\n entityId: ID;\n entityType: EntityType;\n entityName?: string;\n }\n | undefined => {\n if (entity != null) {\n return {\n entityId: entity.qboId ?? entity.id,\n entityType: entity.type,\n entityName: entity.name,\n };\n }\n if (vendorUpdates != null) {\n return {\n entityId: vendorUpdates.qboId ?? vendorUpdates.id ?? vendorUpdates.name,\n entityType: 'vendor',\n entityName: vendorUpdates.name,\n };\n }\n if (customerUpdates != null && customerUpdates.id != null) {\n return {\n entityId: customerUpdates.id,\n entityType: 'customer',\n };\n }\n\n if (lineItemLocalData.lineEntity != null) {\n return {\n entityId:\n lineItemLocalData.lineEntity.qboId ?? lineItemLocalData.lineEntity.id,\n entityType: lineItemLocalData.vendor != null ? 'vendor' : 'customer',\n entityName: lineItemLocalData.lineEntity.name,\n };\n }\n\n if (\n lineItemLocalData.customer?.id != null &&\n currentSelectedEntityLine != null &&\n currentSelectedEntityLine.type === 'customer'\n ) {\n return {\n entityId:\n currentSelectedEntityLine.qboId ?? lineItemLocalData.customer.id,\n entityType: 'customer',\n };\n }\n\n if (\n lineItemLocalData.vendor?.id != null &&\n currentSelectedEntityLine != null &&\n currentSelectedEntityLine.type === 'vendor'\n ) {\n return {\n entityId: currentSelectedEntityLine.qboId ?? lineItemLocalData.vendor.id,\n entityType: 'vendor',\n entityName:\n currentSelectedEntityLine.name ?? lineItemLocalData.vendor.name,\n };\n }\n return undefined;\n};\n"]}