@zeniai/client-epic-state 4.20.7 → 4.20.8

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Files changed (178) hide show
  1. package/lib/commonStateTypes/coaBalance/additionalBalances/getSummationBalance.d.ts +1 -1
  2. package/lib/commonStateTypes/coaBalance/coaBalanceType.d.ts +2 -0
  3. package/lib/commonStateTypes/coaBalance/coaBalanceType.js +6 -0
  4. package/lib/commonStateTypes/currencyHelper.d.ts +3 -0
  5. package/lib/commonStateTypes/currencyHelper.js +6 -1
  6. package/lib/commonStateTypes/reduceFetchState.d.ts +9 -0
  7. package/lib/commonStateTypes/reduceFetchState.js +26 -0
  8. package/lib/entity/account/accountPayload.d.ts +2 -0
  9. package/lib/entity/account/accountPayload.js +2 -0
  10. package/lib/entity/account/accountState.d.ts +2 -0
  11. package/lib/entity/customer/customerState.d.ts +0 -2
  12. package/lib/entity/customer/customerState.js +0 -5
  13. package/lib/entity/depositAccount/depositAccount.d.ts +1 -1
  14. package/lib/entity/depositAccount/depositAccount.js +8 -1
  15. package/lib/entity/reimbursement/reimbursementPayload.d.ts +2 -0
  16. package/lib/entity/reimbursement/reimbursementPayload.js +7 -0
  17. package/lib/entity/reimbursement/reimbursementState.d.ts +2 -0
  18. package/lib/entity/snackbar/snackbarTypes.d.ts +1 -1
  19. package/lib/entity/snackbar/snackbarTypes.js +2 -0
  20. package/lib/entity/task/taskPayload.d.ts +1 -0
  21. package/lib/entity/task/taskPayload.js +1 -0
  22. package/lib/entity/task/taskState.d.ts +1 -0
  23. package/lib/entity/userGroups/userGroupsPayload.d.ts +7 -0
  24. package/lib/entity/userGroups/userGroupsPayload.js +10 -0
  25. package/lib/entity/userGroups/userGroupsReducer.d.ts +8 -0
  26. package/lib/entity/userGroups/userGroupsReducer.js +29 -0
  27. package/lib/entity/userGroups/userGroupsSelector.d.ts +4 -0
  28. package/lib/entity/userGroups/userGroupsSelector.js +12 -0
  29. package/lib/entity/userGroups/userGroupsState.d.ts +9 -0
  30. package/lib/entity/userGroups/userGroupsState.js +2 -0
  31. package/lib/epic.d.ts +15 -1
  32. package/lib/epic.js +15 -1
  33. package/lib/esm/commonStateTypes/coaBalance/coaBalanceType.js +5 -0
  34. package/lib/esm/commonStateTypes/currencyHelper.js +5 -0
  35. package/lib/esm/commonStateTypes/reduceFetchState.js +25 -0
  36. package/lib/esm/entity/account/accountPayload.js +2 -0
  37. package/lib/esm/entity/customer/customerState.js +1 -4
  38. package/lib/esm/entity/depositAccount/depositAccount.js +8 -1
  39. package/lib/esm/entity/reimbursement/reimbursementPayload.js +7 -0
  40. package/lib/esm/entity/snackbar/snackbarTypes.js +2 -0
  41. package/lib/esm/entity/task/taskPayload.js +1 -0
  42. package/lib/esm/entity/userGroups/userGroupsPayload.js +7 -0
  43. package/lib/esm/entity/userGroups/userGroupsReducer.js +25 -0
  44. package/lib/esm/entity/userGroups/userGroupsSelector.js +8 -0
  45. package/lib/esm/entity/userGroups/userGroupsState.js +1 -0
  46. package/lib/esm/epic.js +15 -1
  47. package/lib/esm/index.js +19 -10
  48. package/lib/esm/reducer.js +6 -0
  49. package/lib/esm/view/arAgingView/arAgingReport/arAgingReducer.js +1 -1
  50. package/lib/esm/view/arAgingView/arAgingReport/arAgingSelector.js +1 -1
  51. package/lib/esm/view/expenseAutomationView/epics/missingReceipts/bulkUploadMatchResultToastEpic.js +33 -0
  52. package/lib/esm/view/expenseAutomationView/epics/missingReceipts/bulkUploadReceiptsEpic.js +29 -0
  53. package/lib/esm/view/expenseAutomationView/epics/missingReceipts/confirmBulkUploadMatchEpic.js +49 -0
  54. package/lib/esm/view/expenseAutomationView/epics/missingReceipts/fetchBulkUploadBatchDetailsEpic.js +40 -0
  55. package/lib/esm/view/expenseAutomationView/epics/missingReceipts/fetchBulkUploadBatchesEpic.js +49 -0
  56. package/lib/esm/view/expenseAutomationView/epics/missingReceipts/fetchCompletedTransactionsEpic.js +61 -0
  57. package/lib/esm/view/expenseAutomationView/epics/missingReceipts/fetchMoreBatchDetailsEpic.js +33 -0
  58. package/lib/esm/view/expenseAutomationView/epics/missingReceipts/fetchMultipleBatchDetailsEpic.js +56 -0
  59. package/lib/esm/view/expenseAutomationView/epics/missingReceipts/refetchCompletedTransactionsOnBulkUploadSortEpic.js +12 -0
  60. package/lib/esm/view/expenseAutomationView/epics/missingReceipts/restoreBulkUploadAutomatchingOnMountEpic.js +98 -0
  61. package/lib/esm/view/expenseAutomationView/epics/missingReceipts/searchTransactionsForManualMatchEpic.js +71 -0
  62. package/lib/esm/view/expenseAutomationView/epics/missingReceipts/uploadMissingReceiptSuccessEpic.js +7 -5
  63. package/lib/esm/view/expenseAutomationView/epics/missingReceipts/watchBulkUploadBatchStatusEpic.js +86 -0
  64. package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/uploadTransactionReceiptSuccessEpic.js +24 -0
  65. package/lib/esm/view/expenseAutomationView/helpers/bulkUploadTiming.js +16 -0
  66. package/lib/esm/view/expenseAutomationView/helpers/rollingCalendarDateRangeInclusive.js +13 -0
  67. package/lib/esm/view/expenseAutomationView/payload/missingReceiptsPayload.js +198 -1
  68. package/lib/esm/view/expenseAutomationView/reducers/missingReceiptsViewReducer.js +456 -2
  69. package/lib/esm/view/expenseAutomationView/reducers/transactionsViewReducer.js +23 -1
  70. package/lib/esm/view/expenseAutomationView/selectors/missingReceiptsSelector.js +245 -1
  71. package/lib/esm/view/expenseAutomationView/selectors/transactionCategorizationSelector.js +2 -1
  72. package/lib/esm/view/expenseAutomationView/types/missingReceiptsViewState.js +44 -0
  73. package/lib/esm/view/expenseAutomationView/types/transactionsViewState.js +2 -1
  74. package/lib/esm/view/financeStatement/financeStatementReducer.js +11 -8
  75. package/lib/esm/view/financeStatement/financeStatementSelector.js +24 -9
  76. package/lib/esm/view/profitAndLossClassesView/horizontalSectionEmptyBalancesSlice.js +17 -0
  77. package/lib/esm/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector.js +331 -0
  78. package/lib/esm/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelectorTypes.js +9 -0
  79. package/lib/esm/view/profitAndLossClassesView/profitAndLossClassesViewReducer.js +6 -1
  80. package/lib/esm/view/profitAndLossClassesView/profitAndLossClassesViewSelector.js +2 -29
  81. package/lib/esm/view/profitAndLossClassesView/profitAndLossForTimeframeClassesViewEpic.js +7 -5
  82. package/lib/esm/view/profitAndLossClassesView/profitAndLossHorizontalEnrichment.js +262 -0
  83. package/lib/esm/view/reportUIOptions/updateReportUIOptionCOABalancesRangeEpic.js +9 -7
  84. package/lib/esm/view/taskManager/taskDetailView/taskDetailSelector.js +1 -1
  85. package/lib/esm/view/taskManager/taskListView/epics/bulkUpdateTaskListEpic.js +1 -0
  86. package/lib/esm/view/taskManager/taskListView/taskListSelector.js +3 -1
  87. package/lib/esm/view/userGroupListView/userGroupListViewReducer.js +65 -0
  88. package/lib/esm/view/userGroupListView/userGroupListViewSelector.js +16 -0
  89. package/lib/esm/view/userGroupListView/userGroupListViewState.js +1 -0
  90. package/lib/esm/view/userListView/fetchUserListByTypeEpic.js +11 -0
  91. package/lib/esm/zeniAPI.js +0 -2
  92. package/lib/index.d.ts +20 -12
  93. package/lib/index.js +97 -34
  94. package/lib/reducer.d.ts +6 -0
  95. package/lib/reducer.js +6 -0
  96. package/lib/tsconfig.typecheck.tsbuildinfo +1 -0
  97. package/lib/view/arAgingView/arAgingReport/arAgingReducer.js +2 -2
  98. package/lib/view/arAgingView/arAgingReport/arAgingSelector.js +5 -5
  99. package/lib/view/expenseAutomationView/epics/missingReceipts/bulkUploadMatchResultToastEpic.d.ts +13 -0
  100. package/lib/view/expenseAutomationView/epics/missingReceipts/bulkUploadMatchResultToastEpic.js +37 -0
  101. package/lib/view/expenseAutomationView/epics/missingReceipts/bulkUploadReceiptsEpic.d.ts +18 -0
  102. package/lib/view/expenseAutomationView/epics/missingReceipts/bulkUploadReceiptsEpic.js +33 -0
  103. package/lib/view/expenseAutomationView/epics/missingReceipts/confirmBulkUploadMatchEpic.d.ts +7 -0
  104. package/lib/view/expenseAutomationView/epics/missingReceipts/confirmBulkUploadMatchEpic.js +53 -0
  105. package/lib/view/expenseAutomationView/epics/missingReceipts/fetchBulkUploadBatchDetailsEpic.d.ts +8 -0
  106. package/lib/view/expenseAutomationView/epics/missingReceipts/fetchBulkUploadBatchDetailsEpic.js +44 -0
  107. package/lib/view/expenseAutomationView/epics/missingReceipts/fetchBulkUploadBatchesEpic.d.ts +7 -0
  108. package/lib/view/expenseAutomationView/epics/missingReceipts/fetchBulkUploadBatchesEpic.js +53 -0
  109. package/lib/view/expenseAutomationView/epics/missingReceipts/fetchCompletedTransactionsEpic.d.ts +8 -0
  110. package/lib/view/expenseAutomationView/epics/missingReceipts/fetchCompletedTransactionsEpic.js +65 -0
  111. package/lib/view/expenseAutomationView/epics/missingReceipts/fetchMoreBatchDetailsEpic.d.ts +8 -0
  112. package/lib/view/expenseAutomationView/epics/missingReceipts/fetchMoreBatchDetailsEpic.js +37 -0
  113. package/lib/view/expenseAutomationView/epics/missingReceipts/fetchMultipleBatchDetailsEpic.d.ts +9 -0
  114. package/lib/view/expenseAutomationView/epics/missingReceipts/fetchMultipleBatchDetailsEpic.js +61 -0
  115. package/lib/view/expenseAutomationView/epics/missingReceipts/refetchCompletedTransactionsOnBulkUploadSortEpic.d.ts +10 -0
  116. package/lib/view/expenseAutomationView/epics/missingReceipts/refetchCompletedTransactionsOnBulkUploadSortEpic.js +16 -0
  117. package/lib/view/expenseAutomationView/epics/missingReceipts/restoreBulkUploadAutomatchingOnMountEpic.d.ts +18 -0
  118. package/lib/view/expenseAutomationView/epics/missingReceipts/restoreBulkUploadAutomatchingOnMountEpic.js +102 -0
  119. package/lib/view/expenseAutomationView/epics/missingReceipts/searchTransactionsForManualMatchEpic.d.ts +14 -0
  120. package/lib/view/expenseAutomationView/epics/missingReceipts/searchTransactionsForManualMatchEpic.js +75 -0
  121. package/lib/view/expenseAutomationView/epics/missingReceipts/uploadMissingReceiptSuccessEpic.js +7 -5
  122. package/lib/view/expenseAutomationView/epics/missingReceipts/watchBulkUploadBatchStatusEpic.d.ts +25 -0
  123. package/lib/view/expenseAutomationView/epics/missingReceipts/watchBulkUploadBatchStatusEpic.js +92 -0
  124. package/lib/view/expenseAutomationView/epics/transactionCategorization/uploadTransactionReceiptSuccessEpic.d.ts +7 -0
  125. package/lib/view/expenseAutomationView/epics/transactionCategorization/uploadTransactionReceiptSuccessEpic.js +28 -0
  126. package/lib/view/expenseAutomationView/helpers/bulkUploadTiming.d.ts +16 -0
  127. package/lib/view/expenseAutomationView/helpers/bulkUploadTiming.js +19 -0
  128. package/lib/view/expenseAutomationView/helpers/rollingCalendarDateRangeInclusive.d.ts +7 -0
  129. package/lib/view/expenseAutomationView/helpers/rollingCalendarDateRangeInclusive.js +16 -0
  130. package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts +1 -1
  131. package/lib/view/expenseAutomationView/payload/missingReceiptsPayload.d.ts +123 -0
  132. package/lib/view/expenseAutomationView/payload/missingReceiptsPayload.js +211 -0
  133. package/lib/view/expenseAutomationView/reducers/missingReceiptsViewReducer.d.ts +86 -3
  134. package/lib/view/expenseAutomationView/reducers/missingReceiptsViewReducer.js +457 -2
  135. package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.d.ts +11 -3
  136. package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.js +24 -2
  137. package/lib/view/expenseAutomationView/selectorTypes/missingReceiptsSelectorTypes.d.ts +70 -1
  138. package/lib/view/expenseAutomationView/selectorTypes/transactionsViewSelectorTypes.d.ts +1 -0
  139. package/lib/view/expenseAutomationView/selectors/missingReceiptsSelector.d.ts +1 -1
  140. package/lib/view/expenseAutomationView/selectors/missingReceiptsSelector.js +244 -0
  141. package/lib/view/expenseAutomationView/selectors/transactionCategorizationSelector.js +2 -1
  142. package/lib/view/expenseAutomationView/types/missingReceiptsViewState.d.ts +146 -0
  143. package/lib/view/expenseAutomationView/types/missingReceiptsViewState.js +54 -1
  144. package/lib/view/expenseAutomationView/types/transactionsViewState.d.ts +2 -1
  145. package/lib/view/expenseAutomationView/types/transactionsViewState.js +2 -1
  146. package/lib/view/financeStatement/financeStatementReducer.js +11 -8
  147. package/lib/view/financeStatement/financeStatementSelector.d.ts +2 -0
  148. package/lib/view/financeStatement/financeStatementSelector.js +24 -9
  149. package/lib/view/profitAndLossClassesView/horizontalSectionEmptyBalancesSlice.d.ts +9 -0
  150. package/lib/view/profitAndLossClassesView/horizontalSectionEmptyBalancesSlice.js +20 -0
  151. package/lib/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector.d.ts +15 -0
  152. package/lib/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelector.js +335 -0
  153. package/lib/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelectorTypes.d.ts +111 -0
  154. package/lib/view/profitAndLossClassesView/profitAndLossClassesByClassHorizontalSelectorTypes.js +13 -0
  155. package/lib/view/profitAndLossClassesView/profitAndLossClassesViewReducer.d.ts +4 -2
  156. package/lib/view/profitAndLossClassesView/profitAndLossClassesViewReducer.js +7 -2
  157. package/lib/view/profitAndLossClassesView/profitAndLossClassesViewSelector.js +2 -29
  158. package/lib/view/profitAndLossClassesView/profitAndLossClassesViewState.d.ts +4 -0
  159. package/lib/view/profitAndLossClassesView/profitAndLossForTimeframeClassesViewEpic.js +7 -5
  160. package/lib/view/profitAndLossClassesView/profitAndLossHorizontalEnrichment.d.ts +6 -0
  161. package/lib/view/profitAndLossClassesView/profitAndLossHorizontalEnrichment.js +265 -0
  162. package/lib/view/reportUIOptions/updateReportUIOptionCOABalancesRangeEpic.js +8 -6
  163. package/lib/view/taskManager/taskDetailView/taskDetailSelector.js +1 -1
  164. package/lib/view/taskManager/taskListView/epics/bulkUpdateTaskListEpic.d.ts +1 -0
  165. package/lib/view/taskManager/taskListView/epics/bulkUpdateTaskListEpic.js +1 -0
  166. package/lib/view/taskManager/taskListView/taskListSelector.d.ts +2 -0
  167. package/lib/view/taskManager/taskListView/taskListSelector.js +3 -1
  168. package/lib/view/userGroupListView/userGroupListViewReducer.d.ts +23 -0
  169. package/lib/view/userGroupListView/userGroupListViewReducer.js +69 -0
  170. package/lib/view/userGroupListView/userGroupListViewSelector.d.ts +7 -0
  171. package/lib/view/userGroupListView/userGroupListViewSelector.js +20 -0
  172. package/lib/view/userGroupListView/userGroupListViewState.d.ts +8 -0
  173. package/lib/view/userGroupListView/userGroupListViewState.js +2 -0
  174. package/lib/view/userListView/fetchUserListByTypeEpic.d.ts +3 -1
  175. package/lib/view/userListView/fetchUserListByTypeEpic.js +11 -0
  176. package/lib/view/userListView/userListViewPayload.d.ts +2 -0
  177. package/lib/zeniAPI.js +0 -2
  178. package/package.json +3 -3
@@ -0,0 +1,98 @@
1
+ import { EMPTY, concat, from, of } from 'rxjs';
2
+ import { catchError, concatMap, filter, mergeMap, take } from 'rxjs/operators';
3
+ import { isSuccessResponse } from '../../../../responsePayload';
4
+ import { isBatchDetailsStatusPendingOrProcessing, toBatchListItem, } from '../../payload/missingReceiptsPayload';
5
+ import { fetchBulkUploadBatchesSuccess, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, } from '../../reducers/missingReceiptsViewReducer';
6
+ import { BULK_UPLOAD_BATCH_LIST_DATE_RANGE_DAYS } from '../../helpers/bulkUploadTiming';
7
+ import { rollingCalendarDateRangeInclusive } from '../../helpers/rollingCalendarDateRangeInclusive';
8
+ import { toMonthYearPeriodId } from '../../../../commonStateTypes/timePeriod';
9
+ import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
10
+ /**
11
+ * On missing-receipts entry / period switch, hydrate the automatching banner for the logged-in
12
+ * user without relying on UI-driven list fetches (the Missing tab does not fetch the batch list
13
+ * while `phase === 'idle'`). Flow:
14
+ * 1. Call `GET /1.0/batches` (rolling 30-day window).
15
+ * 2. Emit `fetchBulkUploadBatchesSuccess` so `batchListByPeriod` is populated for the selected
16
+ * period (prevents a duplicate list fetch when the user switches to the Unmatched tab).
17
+ * 3. For each `processing|pending` row, call `GET /1.0/batches/:id` in order; for the first row
18
+ * whose details `user_id` matches the logged-in user and whose status is still
19
+ * pending/processing, dispatch `restoreBulkUploadMatchingState` and stop.
20
+ */
21
+ export const restoreBulkUploadAutomatchingOnMountEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(restoreBulkUploadAutomatchingOnMount.match), mergeMap(() => {
22
+ const state = state$.value;
23
+ const { expenseAutomationMissingReceiptsViewState: { bulkUpload }, expenseAutomationViewState: { selectedPeriodByTenantId }, } = state;
24
+ if (bulkUpload.phase !== 'idle') {
25
+ return EMPTY;
26
+ }
27
+ if (bulkUpload.batchListFetchState.fetchState === 'In-Progress') {
28
+ return EMPTY;
29
+ }
30
+ const loggedInUserId = state.tenantState.loggedInUser?.userId;
31
+ if (loggedInUserId == null) {
32
+ return EMPTY;
33
+ }
34
+ const currentTenant = getCurrentTenant(state);
35
+ const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
36
+ if (selectedPeriod == null) {
37
+ return EMPTY;
38
+ }
39
+ const { end, start } = rollingCalendarDateRangeInclusive(BULK_UPLOAD_BATCH_LIST_DATE_RANGE_DAYS);
40
+ const queryParam = {
41
+ start_date: start,
42
+ end_date: end,
43
+ sort_order: 'desc',
44
+ };
45
+ const listUrl = `${zeniAPI.apiEndPoints.communicationAgentMicroServiceBaseUrl}/1.0/batches?query=${encodeURIComponent(JSON.stringify(queryParam))}`;
46
+ const detailsBaseUrl = `${zeniAPI.apiEndPoints.communicationAgentMicroServiceBaseUrl}/1.0/batches/`;
47
+ const periodId = toMonthYearPeriodId(selectedPeriod);
48
+ const alreadyCached = (bulkUpload.batchListByPeriod[periodId] ?? []).length > 0 &&
49
+ bulkUpload.batchListFetchState.fetchState === 'Completed';
50
+ const listSource = alreadyCached
51
+ ? of(null)
52
+ : zeniAPI.getJSON(listUrl).pipe(catchError(() => of(null)));
53
+ return listSource.pipe(mergeMap((listResponse) => {
54
+ const batchList = alreadyCached
55
+ ? bulkUpload.batchListByPeriod[periodId] ?? []
56
+ : listResponse != null &&
57
+ isSuccessResponse(listResponse) &&
58
+ listResponse.data != null
59
+ ? listResponse.data.batches.map(toBatchListItem)
60
+ : null;
61
+ if (batchList == null) {
62
+ return EMPTY;
63
+ }
64
+ const successAction = alreadyCached
65
+ ? null
66
+ : fetchBulkUploadBatchesSuccess({
67
+ batchList,
68
+ selectedPeriod,
69
+ });
70
+ const processingBatches = batchList.filter((b) => {
71
+ const status = b.status.toLowerCase();
72
+ return status === 'processing' || status === 'pending';
73
+ });
74
+ const restoreStream = from(processingBatches).pipe(concatMap((batch) => zeniAPI
75
+ .getJSON(`${detailsBaseUrl}${batch.batchId}`)
76
+ .pipe(mergeMap((response) => {
77
+ if (!isSuccessResponse(response) || response.data == null) {
78
+ return EMPTY;
79
+ }
80
+ const data = response.data;
81
+ const detailsUserId = data.user_id;
82
+ if (detailsUserId == null ||
83
+ detailsUserId !== loggedInUserId) {
84
+ return EMPTY;
85
+ }
86
+ if (!isBatchDetailsStatusPendingOrProcessing(data.status)) {
87
+ return EMPTY;
88
+ }
89
+ return of(restoreBulkUploadMatchingState({
90
+ batchId: batch.batchId,
91
+ totalFiles: batch.totalFiles,
92
+ }));
93
+ }), catchError(() => EMPTY))), take(1));
94
+ return successAction != null
95
+ ? concat(of(successAction), restoreStream)
96
+ : restoreStream;
97
+ }));
98
+ }));
@@ -0,0 +1,71 @@
1
+ import { EMPTY, from, merge, of } from 'rxjs';
2
+ import { catchError, debounceTime, filter, mergeMap, switchMap, } from 'rxjs/operators';
3
+ import { updateTransactions } from '../../../../entity/transaction/transactionReducer';
4
+ import { createZeniAPIStatus, isSuccessResponse, } from '../../../../responsePayload';
5
+ import { supportedTransactionPayloadToManualSearchResult } from '../../payload/missingReceiptsPayload';
6
+ import { searchTransactionsForManualMatch, searchTransactionsForManualMatchFailure, searchTransactionsForManualMatchSuccess, } from '../../reducers/missingReceiptsViewReducer';
7
+ import { toTransactionsSortKey } from '../../types/transactionsViewState';
8
+ import { rollingCalendarDateRangeInclusive } from '../../helpers/rollingCalendarDateRangeInclusive';
9
+ /**
10
+ * `auto_categorized` for manual transaction search (Unmatched).
11
+ * Backend contract TBD — align with `fetchTransactionCategorizationEpic` (`selectedTab === 'autoCategorized'`)
12
+ * when the expense-automation API documents the intended filter for this flow.
13
+ */
14
+ export const MANUAL_TRANSACTION_SEARCH_AUTO_CATEGORIZED = false;
15
+ /** Inclusive rolling window for manual match search (ignores accounting period picker). */
16
+ const MANUAL_SEARCH_TRANSACTION_DATE_RANGE_DAYS = 90;
17
+ export const searchTransactionsForManualMatchEpic = (actions$, state$, zeniAPI) => {
18
+ const searchActions$ = actions$.pipe(filter(searchTransactionsForManualMatch.match));
19
+ const pagination$ = searchActions$.pipe(filter((action) => action.payload.pageToken != null));
20
+ /**
21
+ * No API for empty or 1-char queries; immediate merge so switchMap cancels any in-flight HTTP.
22
+ */
23
+ const newSearchTooShortOrClear$ = searchActions$.pipe(filter((action) => action.payload.pageToken == null &&
24
+ action.payload.query.trim().length < 2));
25
+ const newSearchDebounced$ = searchActions$.pipe(filter((action) => action.payload.pageToken == null &&
26
+ action.payload.query.trim().length >= 2), debounceTime(300));
27
+ return merge(pagination$, newSearchTooShortOrClear$, newSearchDebounced$).pipe(switchMap((action) => {
28
+ const { query, pageToken } = action.payload;
29
+ if (pageToken == null && query.trim().length < 2) {
30
+ return EMPTY;
31
+ }
32
+ const state = state$.value;
33
+ const { expenseAutomationMissingReceiptsViewState: { bulkUpload: { manualSearch, sortKey, sortOrder }, }, } = state;
34
+ const { end, start } = rollingCalendarDateRangeInclusive(MANUAL_SEARCH_TRANSACTION_DATE_RANGE_DAYS);
35
+ const queryParam = {
36
+ start_date: start,
37
+ end_date: end,
38
+ auto_categorized: MANUAL_TRANSACTION_SEARCH_AUTO_CATEGORIZED,
39
+ sort_by: toTransactionsSortKey(sortKey),
40
+ sort_order: sortOrder === 'ascending' ? 'asc' : 'desc',
41
+ page_token: pageToken ?? null,
42
+ page_size: manualSearch.pageSize,
43
+ search_text: query,
44
+ };
45
+ return zeniAPI
46
+ .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/expense-automation/transactions?query=${encodeURIComponent(JSON.stringify(queryParam))}`)
47
+ .pipe(mergeMap((response) => {
48
+ if (isSuccessResponse(response) && response.data != null) {
49
+ const { transactions, next_page_token, total_count } = response.data;
50
+ const append = pageToken != null;
51
+ const results = transactions.map(supportedTransactionPayloadToManualSearchResult);
52
+ const actionsOut = [
53
+ updateTransactions(transactions, (value) => value.transaction_id, 'merge'),
54
+ searchTransactionsForManualMatchSuccess({
55
+ append,
56
+ nextPageToken: next_page_token ?? null,
57
+ results,
58
+ totalCount: total_count,
59
+ }),
60
+ ];
61
+ return from(actionsOut);
62
+ }
63
+ return of(searchTransactionsForManualMatchFailure({
64
+ error: response.status,
65
+ }));
66
+ }), catchError((error) => of(searchTransactionsForManualMatchFailure({
67
+ error: createZeniAPIStatus('Unexpected Error', 'Search transactions for manual match errored: ' +
68
+ JSON.stringify(error)),
69
+ }))));
70
+ }));
71
+ };
@@ -12,11 +12,13 @@ export const uploadMissingReceiptSuccessEpic = (actions$, state$) => actions$.pi
12
12
  updateActions.push(updateTransaction(transactionPayload.transaction_id, transactionPayload, updateType));
13
13
  if (currentTenant != null) {
14
14
  const monthEndChecksPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
15
- updateActions.push(fetchMonthEndCloseChecks({
16
- tenantId: currentTenant.tenantId,
17
- period: monthEndChecksPeriod,
18
- refreshViewInBackground: true,
19
- }));
15
+ if (monthEndChecksPeriod != null) {
16
+ updateActions.push(fetchMonthEndCloseChecks({
17
+ tenantId: currentTenant.tenantId,
18
+ period: monthEndChecksPeriod,
19
+ refreshViewInBackground: true,
20
+ }));
21
+ }
20
22
  }
21
23
  return from(updateActions);
22
24
  }));
@@ -0,0 +1,86 @@
1
+ import { EMPTY, from, merge, of, timer } from 'rxjs';
2
+ import { catchError, debounceTime, filter, mergeMap, switchMap, takeUntil, } from 'rxjs/operators';
3
+ import { openSnackbar } from '../../../../entity/snackbar/snackbarReducer';
4
+ import { updateTransactions } from '../../../../entity/transaction/transactionReducer';
5
+ import { isSuccessResponse } from '../../../../responsePayload';
6
+ import { BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS } from '../../helpers/bulkUploadTiming';
7
+ import { extractTransactionPayloadsFromBatchFiles, isBatchDetailsApiStatusCompleted, toBatchDetails, } from '../../payload/missingReceiptsPayload';
8
+ import { bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, clearBulkUpload, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, restoreBulkUploadMatchingState, } from '../../reducers/missingReceiptsViewReducer';
9
+ /** First poll after upload; then interval while batch not resolved via Pusher or API. */
10
+ const FALLBACK_FIRST_DELAY_MS = 30000;
11
+ /** Shorter first poll for restored sessions — batch may already be near completion. */
12
+ const RESTORE_FIRST_DELAY_MS = 5000;
13
+ const FALLBACK_POLL_INTERVAL_MS = 10000;
14
+ /**
15
+ * On Pusher batch completion: refresh batch list (then fetchMultipleBatchDetailsEpic runs),
16
+ * and request switching to the Unmatched tab. Debounced to reduce duplicate refreshes.
17
+ */
18
+ export const pusherBatchStatusCompletionEpic = (actions$) => actions$.pipe(filter(pusherBatchStatusUpdate.match), filter((action) => action.payload.status === 'completed'), debounceTime(300), mergeMap(() => from([
19
+ fetchBulkUploadBatches({
20
+ cacheOverride: true,
21
+ invalidateBatchDetailsCache: true,
22
+ }),
23
+ requestMissingReceiptsTabNavigation({ tab: 'unmatched' }),
24
+ ])));
25
+ /**
26
+ * If Pusher and batch-details are delayed beyond {@link BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS},
27
+ * force `phase` to `completed` (dismiss automatching banner) and refresh the batch list.
28
+ * Cancels when the batch completes normally, bulk state is cleared, or another upload supersedes.
29
+ */
30
+ export const bulkUploadAutomatchingTimeoutEpic = (actions$, state$) => actions$.pipe(filter((action) => bulkUploadReceiptsSuccess.match(action) ||
31
+ restoreBulkUploadMatchingState.match(action)), mergeMap((action) => {
32
+ const { batchId } = action.payload;
33
+ return timer(BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS).pipe(mergeMap(() => {
34
+ const bulk = state$.value.expenseAutomationMissingReceiptsViewState.bulkUpload;
35
+ if (bulk.phase !== 'matching' || bulk.currentBatchId !== batchId) {
36
+ return EMPTY;
37
+ }
38
+ return from([
39
+ bulkUploadAutomatchingTimedOut(batchId),
40
+ fetchBulkUploadBatches({ cacheOverride: true }),
41
+ ]);
42
+ }), takeUntil(merge(actions$.pipe(filter(clearBulkUpload.match)), actions$.pipe(filter(pusherBatchStatusUpdate.match), filter((a) => a.payload.batchId === batchId &&
43
+ a.payload.status === 'completed')), actions$.pipe(filter(fetchBulkUploadBatchDetailsSuccess.match), filter((a) => a.payload.batchId === batchId)))));
44
+ }));
45
+ /**
46
+ * Fallback polling when Pusher is slow or unavailable. Network errors on a poll tick show one
47
+ * error snackbar per upload session (first failure only) so the user is not spammed every
48
+ * interval; Pusher or a later successful poll still completes the flow.
49
+ */
50
+ export const pollBulkUploadBatchStatusEpic = (actions$, _state$, zeniAPI) => actions$.pipe(filter((action) => bulkUploadReceiptsSuccess.match(action) ||
51
+ restoreBulkUploadMatchingState.match(action)), mergeMap((action) => {
52
+ const { batchId } = action.payload;
53
+ let pollErrorNotified = false;
54
+ const firstDelay = restoreBulkUploadMatchingState.match(action)
55
+ ? RESTORE_FIRST_DELAY_MS
56
+ : FALLBACK_FIRST_DELAY_MS;
57
+ return timer(firstDelay, FALLBACK_POLL_INTERVAL_MS).pipe(takeUntil(merge(actions$.pipe(filter(clearBulkUpload.match)), actions$.pipe(filter(pusherBatchStatusUpdate.match), filter((action) => action.payload.batchId === batchId)), actions$.pipe(filter(fetchBulkUploadBatchDetailsSuccess.match), filter((action) => action.payload.batchId === batchId)), actions$.pipe(filter(bulkUploadAutomatchingTimedOut.match), filter((action) => action.payload.batchId === batchId)))), switchMap(() => zeniAPI
58
+ .getJSON(`${zeniAPI.apiEndPoints.communicationAgentMicroServiceBaseUrl}/1.0/batches/${batchId}`)
59
+ .pipe(mergeMap((response) => {
60
+ /** Same batch-details URL; polls until `status` is completed (Pusher may win first). */
61
+ if (isSuccessResponse(response) && response.data != null) {
62
+ if (isBatchDetailsApiStatusCompleted(response.data.status)) {
63
+ const actions = [];
64
+ const transactionPayloads = extractTransactionPayloadsFromBatchFiles(response.data.files);
65
+ if (transactionPayloads.length > 0) {
66
+ actions.push(updateTransactions(transactionPayloads, (value) => value.transaction_id));
67
+ }
68
+ actions.push(fetchBulkUploadBatchDetailsSuccess(toBatchDetails(response.data, zeniAPI.apiEndPoints.fileMicroServiceBaseUrl)));
69
+ actions.push(fetchBulkUploadBatches({ cacheOverride: true }));
70
+ actions.push(requestMissingReceiptsTabNavigation({ tab: 'unmatched' }));
71
+ return from(actions);
72
+ }
73
+ }
74
+ return EMPTY;
75
+ }), catchError(() => {
76
+ if (!pollErrorNotified) {
77
+ pollErrorNotified = true;
78
+ return of(openSnackbar({
79
+ messageSection: 'receipts_upload',
80
+ messageText: 'failed',
81
+ type: 'error',
82
+ }));
83
+ }
84
+ return EMPTY;
85
+ }))));
86
+ }));
@@ -0,0 +1,24 @@
1
+ import { from } from 'rxjs';
2
+ import { filter, mergeMap } from 'rxjs/operators';
3
+ import { getCurrentTenant } from '../../../../entity/tenant/tenantSelector';
4
+ import { updateTransaction } from '../../../../entity/transaction/transactionReducer';
5
+ import { fetchMonthEndCloseChecks } from '../../../monthEndCloseChecksView/monthEndCloseChecksViewReducer';
6
+ import { uploadTransactionCategorizationReceiptSuccess } from '../../reducers/transactionsViewReducer';
7
+ export const uploadTransactionReceiptSuccessEpic = (actions$, state$) => actions$.pipe(filter(uploadTransactionCategorizationReceiptSuccess.match), mergeMap((action) => {
8
+ const { transactionPayload, updateType } = action.payload;
9
+ const updateActions = [];
10
+ const currentTenant = getCurrentTenant(state$.value);
11
+ const selectedPeriodByTenantId = state$.value.expenseAutomationViewState.selectedPeriodByTenantId;
12
+ updateActions.push(updateTransaction(transactionPayload.transaction_id, transactionPayload, updateType));
13
+ if (currentTenant != null) {
14
+ const monthEndChecksPeriod = selectedPeriodByTenantId[currentTenant.tenantId];
15
+ if (monthEndChecksPeriod != null) {
16
+ updateActions.push(fetchMonthEndCloseChecks({
17
+ tenantId: currentTenant.tenantId,
18
+ period: monthEndChecksPeriod,
19
+ refreshViewInBackground: true,
20
+ }));
21
+ }
22
+ }
23
+ return from(updateActions);
24
+ }));
@@ -0,0 +1,16 @@
1
+ /**
2
+ * After upload API success, hold the bar at 100% this long before transitioning to matching,
3
+ * so the fill animation can complete without an abrupt swap to the auto-matching banner.
4
+ */
5
+ export const BULK_UPLOAD_BAR_COMPLETE_HOLD_MS = 400;
6
+ /**
7
+ * Max wall-clock wait for Pusher + batch-details resolution after upload. If exceeded, we stop
8
+ * fallback polling, clear the automatching banner (`phase` → completed), and refresh batch list.
9
+ */
10
+ export const BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS = 300000;
11
+ /**
12
+ * Rolling window (in days) for the bulk-upload batch list API. Period-agnostic — the batch list
13
+ * ignores the accounting month picker. Shared between the regular batch-list fetch and the
14
+ * restore-on-mount hydration so both flows always query the same window.
15
+ */
16
+ export const BULK_UPLOAD_BATCH_LIST_DATE_RANGE_DAYS = 30;
@@ -0,0 +1,13 @@
1
+ import { DEFAULT_DATE_FORMAT } from '../../../commonStateTypes/fiscalYearHelpers/formatZeniDateFY';
2
+ import { dateNow } from '../../../zeniDayJS';
3
+ /**
4
+ * Local calendar dates from (end − (days − 1)) through end, inclusive.
5
+ */
6
+ export function rollingCalendarDateRangeInclusive(days) {
7
+ const end = dateNow().startOf('day');
8
+ const start = end.subtract(days - 1, 'day');
9
+ return {
10
+ end: end.format(DEFAULT_DATE_FORMAT),
11
+ start: start.format(DEFAULT_DATE_FORMAT),
12
+ };
13
+ }
@@ -1 +1,198 @@
1
- export {};
1
+ import { toURL } from '../../../commonPayloadTypes/urlPayload';
2
+ import { toAmount } from '../../../commonStateTypes/amount';
3
+ import { getTransactionPayloadAmount, } from '../../../entity/transaction/payloadTypes/transactionPayload';
4
+ import { toBatchFileStatus, toBatchStatusValue, toMatchSource, } from '../types/missingReceiptsViewState';
5
+ // -- Converter functions --
6
+ /**
7
+ * Maps batch-details API `files[].status` strings to canonical {@link BatchFileStatus}.
8
+ * Legacy aliases are supported during rollout; unknown strings map to `failed` so Redux never
9
+ * holds untyped status values.
10
+ */
11
+ export function parseBatchFileStatus(raw) {
12
+ const normalizedStatus = raw.trim().toLowerCase().replace(/-/g, '_');
13
+ switch (normalizedStatus) {
14
+ case 'exact_match':
15
+ case 'matched':
16
+ return 'exact_match';
17
+ case 'possible_matches':
18
+ case 'possible_match':
19
+ case 'possiblematch':
20
+ case 'un_matched':
21
+ case 'unmatched':
22
+ return 'possible_matches';
23
+ case 'no_match':
24
+ case 'nomatch':
25
+ return 'no_match';
26
+ case 'failed':
27
+ return 'failed';
28
+ default:
29
+ return 'failed';
30
+ }
31
+ }
32
+ export function toBatchFile(payload, filesEndPoint) {
33
+ return {
34
+ attachmentId: payload.attachment_id,
35
+ candidates: payload.candidates?.map((candidate) => ({
36
+ transactionId: candidate.transaction_id,
37
+ matchScore: candidate.match_score,
38
+ })),
39
+ fileDownloadUrl: payload.file_id != null && filesEndPoint != null
40
+ ? `${filesEndPoint}/1.0/files/${payload.file_id}?query=${encodeURIComponent(JSON.stringify({ download_file: true }))}`
41
+ : null,
42
+ fileId: payload.file_id,
43
+ filePreviewUrl: payload.file_preview_url,
44
+ filename: payload.filename,
45
+ matchSource: payload.match_source != null
46
+ ? toMatchSource(payload.match_source)
47
+ : undefined,
48
+ matchedTransactionId: payload.matched_transaction?.transaction_id,
49
+ status: toBatchFileStatus(payload.status),
50
+ };
51
+ }
52
+ export function extractTransactionPayloadsFromBatchFiles(files) {
53
+ const seen = new Set();
54
+ const payloads = [];
55
+ for (const file of files) {
56
+ if (file.matched_transaction != null) {
57
+ const id = file.matched_transaction.transaction_id;
58
+ if (!seen.has(id)) {
59
+ seen.add(id);
60
+ payloads.push(matchedTransactionPayloadToSupportedTransactionPayload(file.matched_transaction));
61
+ }
62
+ }
63
+ if (file.candidates != null) {
64
+ for (const candidate of file.candidates) {
65
+ const id = candidate.transaction_id;
66
+ if (!seen.has(id)) {
67
+ seen.add(id);
68
+ payloads.push(matchedTransactionPayloadToSupportedTransactionPayload(candidate));
69
+ }
70
+ }
71
+ }
72
+ }
73
+ return payloads;
74
+ }
75
+ function matchedTransactionPayloadToSupportedTransactionPayload(payload) {
76
+ return {
77
+ transaction_id: payload.transaction_id,
78
+ transaction_type: payload.transaction_type ?? 'expense',
79
+ transaction_date: payload.transaction_date ?? '',
80
+ currency_code: payload.currency_code,
81
+ total_amount: payload.amount,
82
+ vendor_name: payload.vendor_name,
83
+ logo: payload.vendor_logo == null ? undefined : toURL(payload.vendor_logo),
84
+ };
85
+ }
86
+ export function toBatchSummary(payload) {
87
+ return {
88
+ failed: payload.failed,
89
+ matched: payload.matched,
90
+ noMatch: payload.no_match,
91
+ possibleMatches: payload.possible_matches,
92
+ total: payload.total,
93
+ };
94
+ }
95
+ export function toBatchDetails(payload, filesEndPoint) {
96
+ return {
97
+ batchId: payload.batch_id,
98
+ createdAt: payload.created_at,
99
+ files: payload.files.map((file) => toBatchFile(file, filesEndPoint)),
100
+ status: toBatchStatusValue(payload.status),
101
+ summary: toBatchSummary(payload.summary),
102
+ ...(payload.user_id != null && payload.user_id !== ''
103
+ ? { userId: payload.user_id }
104
+ : {}),
105
+ };
106
+ }
107
+ /** Batch is still in-flight for automatching (GET /batches/:id while not completed). */
108
+ export function isBatchDetailsStatusPendingOrProcessing(status) {
109
+ const s = status.toLowerCase();
110
+ return s === 'processing' || s === 'pending';
111
+ }
112
+ /** Batch list `status` is a string from the API — compare case-insensitively. */
113
+ export function isBatchListStatusCompleted(status) {
114
+ return status.toLowerCase() === 'completed';
115
+ }
116
+ /**
117
+ * Subset of the get-all-batches (`/batches?query=...`) list that is eligible for
118
+ * `GET /batches/:batchId` details fetches. The stored list may include pending, failed, or other
119
+ * statuses for UI; only `completed` rows should trigger batch-details requests.
120
+ */
121
+ export function filterBatchListItemsForBatchDetailsFetch(batches) {
122
+ return batches.filter((batch) => isBatchListStatusCompleted(batch.status));
123
+ }
124
+ /**
125
+ * Batch details API response `status` field — only completed payloads should be stored from
126
+ * multi-batch fetch paths (list can be briefly stale vs. live processing state).
127
+ */
128
+ export function isBatchDetailsApiStatusCompleted(status) {
129
+ return status.toLowerCase() === 'completed';
130
+ }
131
+ export function findBatchListItemForBatchId(batchListByPeriod, batchId) {
132
+ for (const list of Object.values(batchListByPeriod)) {
133
+ const found = list.find((batch) => batch.batchId === batchId);
134
+ if (found != null) {
135
+ return found;
136
+ }
137
+ }
138
+ return undefined;
139
+ }
140
+ /**
141
+ * Whether it is appropriate to call `GET .../batches/:id` for details.
142
+ * Skips when live batch status or batch list row indicates the batch is not completed yet.
143
+ * When status is unknown in both sources, allows the request (e.g. dispatch before list refresh).
144
+ */
145
+ export function shouldFetchBatchDetailsForBatchId(batchStatusById, batchListByPeriod, batchId) {
146
+ const live = batchStatusById[batchId]?.status;
147
+ if (live === 'completed') {
148
+ return true;
149
+ }
150
+ if (live === 'pending' || live === 'processing') {
151
+ return false;
152
+ }
153
+ const listItem = findBatchListItemForBatchId(batchListByPeriod, batchId);
154
+ if (listItem != null && !isBatchListStatusCompleted(listItem.status)) {
155
+ return false;
156
+ }
157
+ return true;
158
+ }
159
+ export function toBatchListItem(payload) {
160
+ return {
161
+ batchId: payload.batch_id,
162
+ createdAt: payload.created_at,
163
+ failedCount: payload.failed_count,
164
+ matchedCount: payload.matched_count,
165
+ noMatchCount: payload.no_match_count,
166
+ possibleMatchesCount: payload.possible_matches_count,
167
+ status: payload.status,
168
+ totalFiles: payload.total_files,
169
+ userId: payload.user_id,
170
+ };
171
+ }
172
+ /**
173
+ * Amount shown in the Unmatched tab manual-search list: **first line only** when `lines` exist.
174
+ * Falls back to transaction-level totals via {@link getTransactionPayloadAmount} when there is
175
+ * no line or no line amount (same currency fields as the rest of the transaction payload).
176
+ */
177
+ function getManualSearchListAmountFromPayload(payload) {
178
+ const lineAmount = payload.lines?.[0]?.amount;
179
+ if (lineAmount != null) {
180
+ return toAmount(lineAmount, payload.currency_code, payload.currency_symbol);
181
+ }
182
+ return getTransactionPayloadAmount(payload);
183
+ }
184
+ /** Maps expense-automation transaction rows to manual-search list rows (Unmatched tab). */
185
+ export function supportedTransactionPayloadToManualSearchResult(payload) {
186
+ const amountPayload = getManualSearchListAmountFromPayload(payload);
187
+ return {
188
+ amount: amountPayload.amount,
189
+ currencyCode: amountPayload.currencyCode,
190
+ entityId: payload.vendor_id ?? payload.customer_id ?? '',
191
+ memo: payload.transaction_memo ?? '',
192
+ transactionDate: payload.transaction_date,
193
+ transactionId: payload.transaction_id,
194
+ transactionType: payload.transaction_type,
195
+ vendorName: payload.vendor_name ?? '',
196
+ vendorLogo: toURL(payload.logo)?.href,
197
+ };
198
+ }