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

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

@@ -1 +0,0 @@
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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.map

@@ -1 +0,0 @@
-{"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.map

@@ -1 +0,0 @@
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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.map

@@ -1 +0,0 @@
-{"version":3,"file":"missingReceiptsPayload.js","sourceRoot":"","sources":["../../../../../src/view/expenseAutomationView/payload/missingReceiptsPayload.ts"],"names":[],"mappings":"","sourcesContent":["import {TransactionPayload} from '../../../entity/transaction/payloadTypes/transactionPayload';\nimport {ZeniAPIResponse} from '../../../responsePayload';\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"]}

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

@@ -1 +0,0 @@
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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.map

@@ -1 +0,0 @@
-{"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.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.map

@@ -1 +0,0 @@
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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.map

@@ -1 +0,0 @@
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{PayloadAction, createSlice} from '@reduxjs/toolkit';\n\nimport {Amount} from '../../../commonStateTypes/amount';\nimport {\n  FetchStateAndError,\n  ID,\n  UpdateType,\n} from '../../../commonStateTypes/common';\nimport {\n  MonthYearPeriod,\n  TimePeriod,\n} from '../../../commonStateTypes/timePeriod';\nimport {toMonthYearPeriodId} from '../../../commonStateTypes/timePeriod';\nimport {TransactionPayload} from '../../../entity/transaction/payloadTypes/transactionPayload';\nimport {SupportedTransactionPayload} from '../../../entity/transaction/transactionState';\nimport {ZeniAPIStatus} from '../../../responsePayload';\nimport {\n  MissingReceiptsViewState,\n  MissingReceiptsViewUIState,\n} from '../types/missingReceiptsViewState';\n\nexport const initialState: MissingReceiptsViewState = {\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\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});\n\nexport const {\n  fetchMissingReceipts,\n  fetchMissingReceiptsSuccess,\n  fetchMissingReceiptsFailure,\n  uploadMissingReceiptSuccess,\n  updateMissingReceiptUploadState,\n  updateMissingReceiptsUIState,\n  markMissingReceiptAsDone,\n  clearExpenseAutomationMissingReceiptsView,\n} = expenseAutomationMissingReceiptsView.actions;\n\nexport default expenseAutomationMissingReceiptsView.reducer;\n"]}

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

@@ -1 +0,0 @@
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{PayloadAction, createSlice} from '@reduxjs/toolkit';\n\nimport {Amount} from '../../../commonStateTypes/amount';\nimport {FetchState, ID} from '../../../commonStateTypes/common';\nimport {SortOrder} from '../../../commonStateTypes/selectorTypes/sortOrderTypes';\nimport {\n  MonthYearPeriod,\n  toMonthYearPeriodId,\n} from '../../../commonStateTypes/timePeriod';\nimport {toReconciliationAccountSource} from '../../../entity/account/accountState';\nimport {ReconciliationDataPayload} from '../../../entity/accountRecon/accountReconPayload';\nimport {toBankStatusCodeType} from '../../../entity/accountRecon/accountReconState';\nimport {ZeniAPIStatus} from '../../../responsePayload';\nimport {\n  AccountAndPaymentAccountPayload,\n  ReconciliationPayload,\n  UploadStatementDocumentAIPayload,\n} from '../payload/reconciliationPayload';\nimport {\n  AccountReconciliationLocalData,\n  ActionFetchStates,\n  ReconReconcileSortKey,\n  ReconReviewSortKey,\n  ReconciliationReviewTabLocalData,\n  ReconciliationTabsState,\n  ReconciliationViewState,\n  ReconciliationViewTabType,\n  SaveReconcileDetailActionPayload,\n  SaveReconciliationDetailFailurePayload,\n  TransactionSummary,\n} from '../types/reconciliationViewState';\n\n// Initial state\nexport const initialReconciliationTabsState: ReconciliationTabsState = {\n  balances: {\n    clearedBalance: {amount: 0, currencyCode: 'USD', currencySymbol: '$'},\n    variance: {amount: 0, currencyCode: 'USD', currencySymbol: '$'},\n    variancePercentage: 0,\n    deposits: {\n      count: 0,\n      totalAmount: {amount: 0, currencyCode: 'USD', currencySymbol: '$'},\n    },\n    payments: {\n      count: 0,\n      totalAmount: {amount: 0, currencyCode: 'USD', currencySymbol: '$'},\n    },\n  },\n  reconcile: {\n    localData: {\n      selectedTransactionIds: [],\n    },\n    uiState: {\n      scrollYOffset: undefined,\n      sortKey: 'date',\n      sortOrder: 'descending',\n    },\n  },\n  review: {\n    localData: {},\n    uiState: {\n      scrollPosition: undefined,\n      sortKey: 'date',\n      sortOrder: 'descending',\n    },\n  },\n};\nexport const initialActionFetchState: ActionFetchStates = {\n  excludeFetchById: {},\n  reconcileFetch: {\n    fetchState: 'Not-Started',\n    error: undefined,\n  },\n  saveForLaterFetch: {\n    fetchState: 'Not-Started',\n    error: undefined,\n  },\n  saveReconciliationReviewFetch: {},\n};\nexport const initialState: ReconciliationViewState = {\n  accountReconciliationRecordsBySelectedPeriod: {},\n  accountConnectionStatusByAccountID: {},\n  fetchState: 'Not-Started',\n  error: undefined,\n  selectedTab: 'review',\n  reconTabsState: initialReconciliationTabsState,\n  refreshStatus: {fetchState: 'Not-Started', error: undefined},\n  actionFetchState: initialActionFetchState,\n  selectedAccountId: undefined,\n  statementUploadChosen: false,\n  reconListUIState: {\n    scrollPosition: {\n      scrollTop: 0,\n    },\n  },\n};\n\n// Create slice with reducers\nconst expenseAutomationReconciliationView = createSlice({\n  name: 'expenseAutomationReconciliationView',\n  initialState,\n  reducers: {\n    fetchReconciliation: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          cacheOverride: boolean;\n          refreshViewInBackground: boolean;\n          selectedPeriod: MonthYearPeriod;\n          accountId?: ID;\n        }>\n      ) {\n        if (action.payload.accountId == null) {\n          if (action.payload.refreshViewInBackground === true) {\n            draft.refreshStatus = {fetchState: 'In-Progress', error: undefined};\n          } else {\n            draft.fetchState = 'In-Progress';\n            draft.error = undefined;\n          }\n        } else {\n          // reset the selected tab to \"review\" when visiing detail page and we are  not refreshing in Background\n          if (action.payload.refreshViewInBackground !== true) {\n            draft.selectedTab = 'review';\n          }\n          // select the account for which we are fetching\n          draft.selectedAccountId = action.payload.accountId;\n\n          const accountReconciliationRecords =\n            draft.accountReconciliationRecordsBySelectedPeriod[\n              toMonthYearPeriodId(action.payload.selectedPeriod)\n            ];\n          const {transactionFetchState} =\n            accountReconciliationRecords.reconciliationByAccountID[\n              action.payload.accountId\n            ];\n\n          if (\n            transactionFetchState.fetchState !== 'Completed' ||\n            action.payload.cacheOverride === true\n          ) {\n            const data =\n              accountReconciliationRecords.reconciliationByAccountID[\n                action.payload.accountId\n              ];\n            if (action.payload.refreshViewInBackground === true) {\n              accountReconciliationRecords.reconciliationByAccountID[\n                action.payload.accountId\n              ] = {\n                ...data,\n                refreshStatus: {\n                  fetchState: 'In-Progress',\n                  error: undefined,\n                },\n                accountId: action.payload.accountId,\n                reconciliationId: undefined,\n              };\n            } else {\n              accountReconciliationRecords.reconciliationByAccountID[\n                action.payload.accountId\n              ] = {\n                ...data,\n                transactionFetchState: {\n                  fetchState: 'In-Progress',\n                  error: undefined,\n                },\n                accountId: action.payload.accountId,\n                reconciliationId: undefined,\n              };\n            }\n          }\n        }\n      },\n      prepare(\n        selectedPeriod: MonthYearPeriod,\n        accountId?: ID,\n        cacheOverride = false,\n        refreshViewInBackground = false\n      ) {\n        return {\n          payload: {\n            selectedPeriod,\n            accountId,\n            cacheOverride,\n            refreshViewInBackground,\n          },\n        };\n      },\n    },\n    fetchReconciliationSuccess: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          reconciliation: ReconciliationPayload;\n          refreshViewInBackground: boolean;\n          selectedPeriod: MonthYearPeriod;\n          accountId?: ID;\n          reconciliationId?: ID;\n        }>\n      ) {\n        if (action.payload.accountId == null) {\n          updateAllReconciliation(\n            draft,\n            action.payload.reconciliation.accounts,\n            action.payload.selectedPeriod,\n            action.payload.reconciliation.reconciliation,\n            action.payload.refreshViewInBackground\n          );\n        } else if (\n          action.payload.reconciliation.reconciliation.length > 0 &&\n          action.payload.reconciliation.accounts.length > 0\n        ) {\n          updateReconciliationByAccountID(\n            draft,\n            action.payload.reconciliation.accounts[0],\n            action.payload.selectedPeriod,\n            action.payload.accountId,\n            action.payload.reconciliation.reconciliation[0],\n            action.payload.refreshViewInBackground\n          );\n        }\n      },\n      prepare(\n        selectedPeriod: MonthYearPeriod,\n        reconciliation: ReconciliationPayload,\n        refreshViewInBackground = false,\n        accountId?: ID,\n        reconciliationId?: ID\n      ) {\n        return {\n          payload: {\n            selectedPeriod,\n            reconciliation,\n            refreshViewInBackground,\n            accountId,\n            reconciliationId,\n          },\n        };\n      },\n    },\n    fetchReconciliationFailure: (\n      draft,\n      action: PayloadAction<{\n        error: ZeniAPIStatus;\n        refreshViewInBackground: boolean;\n        selectedPeriod: MonthYearPeriod;\n        accountId?: ID;\n        reconciliationId?: ID;\n      }>\n    ) => {\n      if (action.payload.accountId == null) {\n        if (action.payload.refreshViewInBackground === true) {\n          draft.refreshStatus = {\n            fetchState: 'Error',\n            error: action.payload.error,\n          };\n        } else {\n          draft.error = action.payload.error;\n          draft.fetchState = 'Error';\n        }\n      } else {\n        const accountReconciliationRecords =\n          draft.accountReconciliationRecordsBySelectedPeriod[\n            toMonthYearPeriodId(action.payload.selectedPeriod)\n          ];\n\n        if (action.payload.refreshViewInBackground === true) {\n          accountReconciliationRecords.reconciliationByAccountID[\n            action.payload.accountId\n          ].refreshStatus.error = action.payload.error;\n          accountReconciliationRecords.reconciliationByAccountID[\n            action.payload.accountId\n          ].refreshStatus.fetchState = 'Error';\n        } else {\n          accountReconciliationRecords.reconciliationByAccountID[\n            action.payload.accountId\n          ].transactionFetchState.error = action.payload.error;\n          accountReconciliationRecords.reconciliationByAccountID[\n            action.payload.accountId\n          ].transactionFetchState.fetchState = 'Error';\n        }\n      }\n    },\n    saveReconciliationDetail: (\n      draft,\n      action: PayloadAction<SaveReconcileDetailActionPayload>\n    ) => {\n      const {reconcileAction} = action.payload;\n      if (reconcileAction === 'reconcile') {\n        draft.actionFetchState.reconcileFetch = {\n          fetchState: 'In-Progress',\n          error: undefined,\n        };\n      } else if (reconcileAction === 'save_reconcile_for_later') {\n        draft.actionFetchState.saveForLaterFetch = {\n          fetchState: 'In-Progress',\n          error: undefined,\n        };\n      } else if (reconcileAction === 'exclude') {\n        const excludeTransactionId = action.payload.excludeTransactionId;\n        const excludeFetchStates = draft.actionFetchState.excludeFetchById;\n        draft.actionFetchState.excludeFetchById = {\n          ...excludeFetchStates,\n          [excludeTransactionId]: {\n            fetchState: 'In-Progress',\n            error: undefined,\n          },\n        };\n      }\n    },\n    saveReconciliationDetailFailure: (\n      draft,\n      action: PayloadAction<SaveReconciliationDetailFailurePayload>\n    ) => {\n      const {reconcileAction} = action.payload.fetchStateByAction;\n      const {error} = action.payload;\n      if (reconcileAction === 'reconcile') {\n        draft.actionFetchState.reconcileFetch = {\n          fetchState: 'Error',\n          error: error,\n        };\n      } else if (reconcileAction === 'save_reconcile_for_later') {\n        draft.actionFetchState.saveForLaterFetch = {\n          fetchState: 'Error',\n          error: error,\n        };\n      } else if (reconcileAction === 'exclude') {\n        const excludeTransactionId =\n          action.payload.fetchStateByAction.excludeTransactionId;\n        const excludeFetchStates = draft.actionFetchState.excludeFetchById;\n        draft.actionFetchState.excludeFetchById = {\n          ...excludeFetchStates,\n          [excludeTransactionId]: {\n            fetchState: 'Error',\n            error: error,\n          },\n        };\n      }\n    },\n    saveReconciliationDetailSuccess: (\n      draft,\n      action: PayloadAction<SaveReconcileDetailActionPayload>\n    ) => {\n      const {reconcileAction} = action.payload;\n      if (reconcileAction === 'reconcile') {\n        draft.actionFetchState.reconcileFetch = {\n          fetchState: 'Completed',\n          error: undefined,\n        };\n      } else if (reconcileAction === 'save_reconcile_for_later') {\n        draft.actionFetchState.saveForLaterFetch = {\n          fetchState: 'Completed',\n          error: undefined,\n        };\n      } else if (reconcileAction === 'exclude') {\n        const excludeTransactionId = action.payload.excludeTransactionId;\n        const excludeFetchStates = draft.actionFetchState.excludeFetchById;\n        draft.actionFetchState.excludeFetchById = {\n          ...excludeFetchStates,\n          [excludeTransactionId]: {\n            fetchState: 'Completed',\n            error: undefined,\n          },\n        };\n      }\n    },\n    updateReconcileTabLocalData: (\n      draft,\n      action: PayloadAction<{\n        selectedTransactionIds: ID[];\n      }>\n    ) => {\n      const {selectedTransactionIds} = action.payload;\n      draft.reconTabsState.reconcile.localData.selectedTransactionIds =\n        selectedTransactionIds;\n    },\n    updateBalancesLocalData: (\n      draft,\n      action: PayloadAction<{\n        clearedBalance: Amount;\n        deposits: TransactionSummary;\n        payments: TransactionSummary;\n        variance: Amount;\n        variancePercentage?: number;\n      }>\n    ) => {\n      const {clearedBalance, variance, payments, deposits, variancePercentage} =\n        action.payload;\n      draft.reconTabsState.balances = {\n        clearedBalance,\n        variance,\n        variancePercentage,\n        payments: payments,\n        deposits: deposits,\n      };\n    },\n    updateSelectedAccountId: (\n      draft,\n      action: PayloadAction<{selectedAccountId?: ID}>\n    ) => {\n      draft.selectedAccountId = action.payload.selectedAccountId;\n    },\n    updateSelectedDrawerAccountId: (\n      draft,\n      action: PayloadAction<{selectedDrawerAccountId?: ID}>\n    ) => {\n      draft.selectedDrawerAccountId = action.payload.selectedDrawerAccountId;\n    },\n    initialiseLocalDataForSelectedAccountId: () => {},\n\n    updateSelectedTab: (\n      draft,\n      action: PayloadAction<{selectedTab: ReconciliationViewTabType}>\n    ) => {\n      const {selectedTab} = action.payload;\n      draft.selectedTab = selectedTab;\n    },\n    updateReconcileTabListSortState: (\n      draft,\n      action: PayloadAction<{\n        sortKey: ReconReconcileSortKey;\n        sortOrder: SortOrder;\n      }>\n    ) => {\n      draft.reconTabsState.reconcile.uiState = {\n        ...draft.reconTabsState.reconcile.uiState,\n        sortOrder: action.payload.sortOrder,\n        sortKey: action.payload.sortKey,\n      };\n    },\n    updateReviewTabSortState: (\n      draft,\n      action: PayloadAction<{\n        sortKey: ReconReviewSortKey;\n        sortOrder: SortOrder;\n      }>\n    ) => {\n      draft.reconTabsState.review.uiState = {\n        ...draft.reconTabsState.review.uiState,\n        sortOrder: action.payload.sortOrder,\n        sortKey: action.payload.sortKey,\n      };\n    },\n    updateReconcileTabListScrollState: (\n      draft,\n      action: PayloadAction<{\n        scrollYOffset: number;\n      }>\n    ) => {\n      draft.reconTabsState.reconcile.uiState = {\n        ...draft.reconTabsState.reconcile.uiState,\n        scrollYOffset: action.payload.scrollYOffset,\n      };\n    },\n    updateReviewTabLocalData(\n      draft,\n      action: PayloadAction<{\n        data: ReconciliationReviewTabLocalData;\n        transactionId: ID;\n      }>\n    ) {\n      const {data, transactionId} = action.payload;\n      draft.reconTabsState.review.localData = {\n        ...draft.reconTabsState.review.localData,\n        [transactionId]: data,\n      };\n    },\n    saveReconciliationReview: {\n      reducer(draft, action: PayloadAction<{transactionId: ID}>) {\n        const {transactionId} = action.payload;\n        draft.actionFetchState.saveReconciliationReviewFetch[transactionId] = {\n          fetchState: 'In-Progress',\n          error: undefined,\n        };\n      },\n      prepare(transactionId: ID) {\n        return {\n          payload: {\n            transactionId,\n          },\n        };\n      },\n    },\n    updateSaveReconciliationReviewFetchStatus: (\n      draft,\n      action: PayloadAction<{\n        fetchState: FetchState;\n        transactionId: ID;\n        error?: ZeniAPIStatus;\n      }>\n    ) => {\n      const {transactionId, error, fetchState} = action.payload;\n      draft.actionFetchState.saveReconciliationReviewFetch[transactionId] = {\n        fetchState: fetchState,\n        error,\n      };\n    },\n    initializeReconciliationReviewTabLocalData: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          localData: Record<ID, ReconciliationReviewTabLocalData>;\n        }>\n      ) {\n        draft.reconTabsState.review.localData = action.payload.localData;\n      },\n      prepare(localData: Record<ID, ReconciliationReviewTabLocalData>) {\n        return {\n          payload: {localData},\n        };\n      },\n    },\n    updateReconListScrollPosition: (\n      draft,\n      action: PayloadAction<{\n        scrollPosition: {scrollTop: number; scrollLeft?: number};\n      }>\n    ) => {\n      draft.reconListUIState.scrollPosition = action.payload.scrollPosition;\n    },\n\n    setConnectionInProgressForAccount: (\n      draft,\n      action: PayloadAction<{accountId: ID; connectionInProgress: boolean}>\n    ) => {\n      if (\n        draft.accountConnectionStatusByAccountID[action.payload.accountId] ==\n        null\n      ) {\n        console.error(\n          `Account ${action.payload.accountId} not found to set connection in progress`\n        );\n      } else {\n        draft.accountConnectionStatusByAccountID[action.payload.accountId] = {\n          ...draft.accountConnectionStatusByAccountID[action.payload.accountId],\n          connectionInProgress: action.payload.connectionInProgress,\n        };\n      }\n    },\n\n    setStatementParseInProgress: (\n      draft,\n      action: PayloadAction<{\n        accountId: ID;\n        selectedPeriod: MonthYearPeriod;\n        statementParseInProgress: boolean;\n      }>\n    ) => {\n      const {accountId, selectedPeriod, statementParseInProgress} =\n        action.payload;\n      draft.accountReconciliationRecordsBySelectedPeriod[\n        toMonthYearPeriodId(selectedPeriod)\n      ].reconciliationByAccountID[accountId].statementParseInProgress =\n        statementParseInProgress;\n    },\n\n    uploadAccountStatement: (\n      draft,\n      action: PayloadAction<{\n        accountId: ID;\n        payload: UploadStatementDocumentAIPayload;\n        selectedPeriod: MonthYearPeriod;\n      }>\n    ) => {\n      const {accountId, selectedPeriod} = action.payload;\n      draft.accountReconciliationRecordsBySelectedPeriod[\n        toMonthYearPeriodId(selectedPeriod)\n      ].reconciliationByAccountID[accountId].statementUploadStatus = {\n        fetchState: 'In-Progress',\n        error: undefined,\n      };\n    },\n\n    uploadAccountStatementSuccess: (\n      draft,\n      action: PayloadAction<{\n        accountId: ID;\n        selectedPeriod: MonthYearPeriod;\n      }>\n    ) => {\n      const {accountId, selectedPeriod} = action.payload;\n      draft.accountReconciliationRecordsBySelectedPeriod[\n        toMonthYearPeriodId(selectedPeriod)\n      ].reconciliationByAccountID[accountId].statementUploadStatus = {\n        fetchState: 'Completed',\n        error: undefined,\n      };\n      draft.accountReconciliationRecordsBySelectedPeriod[\n        toMonthYearPeriodId(selectedPeriod)\n      ].reconciliationByAccountID[accountId].statementParseInProgress = true;\n    },\n\n    uploadAccountStatementFailure: (\n      draft,\n      action: PayloadAction<{\n        accountId: ID;\n        error: ZeniAPIStatus;\n        selectedPeriod: MonthYearPeriod;\n      }>\n    ) => {\n      const {accountId, selectedPeriod} = action.payload;\n      draft.accountReconciliationRecordsBySelectedPeriod[\n        toMonthYearPeriodId(selectedPeriod)\n      ].reconciliationByAccountID[accountId].statementUploadStatus = {\n        fetchState: 'Error',\n        error: action.payload.error,\n      };\n    },\n\n    deleteAccountStatement: (\n      draft,\n      action: PayloadAction<{\n        accountId: ID;\n        fileId: ID;\n        selectedPeriod: MonthYearPeriod;\n        statementUploadId: ID;\n      }>\n    ) => {\n      const {accountId, selectedPeriod} = action.payload;\n      draft.accountReconciliationRecordsBySelectedPeriod[\n        toMonthYearPeriodId(selectedPeriod)\n      ].reconciliationByAccountID[accountId].statementDeleteStatus = {\n        fetchState: 'In-Progress',\n        error: undefined,\n      };\n    },\n    deleteAccountStatementSuccess: (\n      draft,\n      action: PayloadAction<{accountId: ID; selectedPeriod: MonthYearPeriod}>\n    ) => {\n      const {accountId, selectedPeriod} = action.payload;\n      draft.accountReconciliationRecordsBySelectedPeriod[\n        toMonthYearPeriodId(selectedPeriod)\n      ].reconciliationByAccountID[accountId].statementDeleteStatus = {\n        fetchState: 'Completed',\n        error: undefined,\n      };\n    },\n    deleteAccountStatementFailure: (\n      draft,\n      action: PayloadAction<{\n        accountId: ID;\n        error: ZeniAPIStatus;\n        selectedPeriod: MonthYearPeriod;\n      }>\n    ) => {\n      const {accountId, selectedPeriod} = action.payload;\n      draft.accountReconciliationRecordsBySelectedPeriod[\n        toMonthYearPeriodId(selectedPeriod)\n      ].reconciliationByAccountID[accountId].statementDeleteStatus = {\n        fetchState: 'Error',\n        error: action.payload.error,\n      };\n    },\n\n    updateAccountReconciliationLocalData: (\n      draft,\n      action: PayloadAction<{\n        accountId: ID;\n        localData: AccountReconciliationLocalData;\n        selectedPeriod: MonthYearPeriod;\n      }>\n    ) => {\n      const {accountId, selectedPeriod, localData} = action.payload;\n      const oldLocalData =\n        draft.accountReconciliationRecordsBySelectedPeriod[\n          toMonthYearPeriodId(selectedPeriod)\n        ].reconciliationByAccountID[accountId].localData;\n      if (oldLocalData == null) {\n        draft.accountReconciliationRecordsBySelectedPeriod[\n          toMonthYearPeriodId(selectedPeriod)\n        ].reconciliationByAccountID[accountId].localData = localData;\n      } else {\n        draft.accountReconciliationRecordsBySelectedPeriod[\n          toMonthYearPeriodId(selectedPeriod)\n        ].reconciliationByAccountID[accountId].localData = {\n          ...oldLocalData,\n          ...localData,\n        };\n      }\n      draft.accountReconciliationRecordsBySelectedPeriod[\n        toMonthYearPeriodId(selectedPeriod)\n      ].reconciliationByAccountID[accountId].localData = {\n        ...oldLocalData,\n        ...localData,\n      };\n    },\n\n    updateStatementUploadChosen: (\n      draft,\n      action: PayloadAction<{statementUploadChosen: boolean}>\n    ) => {\n      draft.statementUploadChosen = action.payload.statementUploadChosen;\n    },\n\n    clearExpenseAutomationReconciliationView: (draft) => {\n      Object.assign(draft, initialState);\n    },\n  },\n});\n\n// Export actions\nexport const {\n  fetchReconciliation,\n  fetchReconciliationFailure,\n  fetchReconciliationSuccess,\n  saveReconciliationDetail,\n  saveReconciliationDetailFailure,\n  updateSelectedAccountId,\n  setConnectionInProgressForAccount,\n  setStatementParseInProgress,\n  updateReconcileTabLocalData,\n  updateReconcileTabListSortState,\n  updateReconcileTabListScrollState,\n  saveReconciliationDetailSuccess,\n  updateSelectedTab,\n  updateBalancesLocalData,\n  initialiseLocalDataForSelectedAccountId,\n  clearExpenseAutomationReconciliationView,\n  updateSelectedDrawerAccountId,\n  updateReviewTabSortState,\n  initializeReconciliationReviewTabLocalData,\n  updateReviewTabLocalData,\n  saveReconciliationReview,\n  updateSaveReconciliationReviewFetchStatus,\n  updateReconListScrollPosition,\n  updateAccountReconciliationLocalData,\n  deleteAccountStatement,\n  deleteAccountStatementSuccess,\n  deleteAccountStatementFailure,\n\n  uploadAccountStatement,\n  uploadAccountStatementSuccess,\n  uploadAccountStatementFailure,\n\n  updateStatementUploadChosen,\n} = expenseAutomationReconciliationView.actions;\n\n// Export reducer\nexport default expenseAutomationReconciliationView.reducer;\n\nfunction updateAllReconciliation(\n  draft: ReconciliationViewState,\n  accounts: AccountAndPaymentAccountPayload[],\n  selectedPeriod: MonthYearPeriod,\n  reconciliationData: ReconciliationDataPayload[],\n  refreshViewInBackground: boolean\n) {\n  draft.accountReconciliationRecordsBySelectedPeriod[\n    toMonthYearPeriodId(selectedPeriod)\n  ] = {\n    accountIDs: [],\n    reconciliationByAccountID: {},\n  };\n  const accountReconciliationRecords =\n    draft.accountReconciliationRecordsBySelectedPeriod[\n      toMonthYearPeriodId(selectedPeriod)\n    ];\n\n  reconciliationData.forEach((reconciliation) => {\n    const account = accounts.find(\n      (account) => account.account_id === reconciliation.account_id\n    );\n    const oldConnectionStatus =\n      draft.accountConnectionStatusByAccountID[reconciliation.account_id];\n    if (oldConnectionStatus == null) {\n      draft.accountConnectionStatusByAccountID[reconciliation.account_id] = {\n        status: toBankStatusCodeType(reconciliation.bank_status.code),\n        connectionInProgress: false,\n        paymentAccountId: account?.payment_account_id ?? undefined,\n      };\n    } else {\n      draft.accountConnectionStatusByAccountID[reconciliation.account_id] = {\n        status: toBankStatusCodeType(reconciliation.bank_status.code),\n        connectionInProgress:\n          reconciliation.bank_status.code === 'not_connected' &&\n          oldConnectionStatus.connectionInProgress === true,\n        paymentAccountId: account?.payment_account_id ?? undefined,\n      };\n    }\n\n    accountReconciliationRecords.reconciliationByAccountID[\n      reconciliation.account_id\n    ] = {\n      accountId: reconciliation.account_id,\n      reconciliationId: reconciliation.reconciliation_id ?? undefined,\n      transactionFetchState: {fetchState: 'Not-Started', error: undefined},\n      refreshStatus: {fetchState: 'Not-Started', error: undefined},\n      statementDeleteStatus: {fetchState: 'Not-Started', error: undefined},\n      statementUploadStatus: {fetchState: 'Not-Started', error: undefined},\n      statementUpdateStatus: {fetchState: 'Not-Started', error: undefined},\n      statementParseInProgress: reconciliation.bank_status.code === 'parsing',\n      localData: {\n        accountSource:\n          account?.reconciliation_source != null\n            ? toReconciliationAccountSource(account.reconciliation_source)\n            : undefined,\n      },\n    };\n    accountReconciliationRecords.accountIDs.push(reconciliation.account_id);\n  });\n  if (refreshViewInBackground === true) {\n    draft.refreshStatus = {\n      fetchState: 'Completed',\n      error: undefined,\n    };\n  } else {\n    draft.fetchState = 'Completed';\n    draft.error = undefined;\n  }\n}\n\nfunction updateReconciliationByAccountID(\n  draft: ReconciliationViewState,\n  accounts: AccountAndPaymentAccountPayload,\n  selectedPeriod: MonthYearPeriod,\n  accountId: ID,\n  reconciliationData: ReconciliationDataPayload,\n  refreshViewInBackground: boolean\n) {\n  const oldRecord =\n    draft.accountReconciliationRecordsBySelectedPeriod[\n      toMonthYearPeriodId(selectedPeriod)\n    ].reconciliationByAccountID[accountId];\n  const oldConnectionStatus =\n    draft.accountConnectionStatusByAccountID[accountId];\n  draft.accountConnectionStatusByAccountID[accountId] = {\n    status: toBankStatusCodeType(reconciliationData.bank_status.code),\n    connectionInProgress:\n      oldConnectionStatus != null\n        ? reconciliationData.bank_status.code === 'not_connected' &&\n          oldConnectionStatus.connectionInProgress === true\n        : false,\n    paymentAccountId: accounts.payment_account_id ?? undefined,\n  };\n  const oldStatementParseInProgress = oldRecord.statementParseInProgress;\n  const statementParseInProgress =\n    reconciliationData.bank_status.code === 'parsing' ||\n    oldStatementParseInProgress === true;\n\n  if (refreshViewInBackground === true) {\n    draft.accountReconciliationRecordsBySelectedPeriod[\n      toMonthYearPeriodId(selectedPeriod)\n    ].reconciliationByAccountID[accountId] = {\n      ...oldRecord,\n      reconciliationId: reconciliationData.reconciliation_id ?? undefined,\n      refreshStatus: {fetchState: 'Completed', error: undefined},\n      statementParseInProgress,\n    };\n  } else {\n    draft.accountReconciliationRecordsBySelectedPeriod[\n      toMonthYearPeriodId(selectedPeriod)\n    ].reconciliationByAccountID[accountId] = {\n      ...oldRecord,\n      statementParseInProgress,\n      reconciliationId: reconciliationData.reconciliation_id ?? undefined,\n      transactionFetchState: {fetchState: 'Completed', error: undefined},\n    };\n  }\n}\n"]}