@zeniai/client-epic-state 4.9.70 → 4.9.71

package/lib/view/settingsView/settingsViewReducer.js

@@ -1,20 +1,35 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.clearSettingsView = exports.updateNotificationSettingsOnSaveFailure = exports.updateNotificationSettingsOnSaveSuccess = exports.saveNotificationSettings = exports.resetNotificationSettingsLocalData = exports.updateNotificationSettingsLocalData = exports.updateNotificationSettingsOnFailure = exports.updateNotificationSettingsOnSuccess = exports.fetchNotificationSettings = exports.fetchBankAccountsList = exports.updateBankConnectionOnFailure = exports.updateBankConnectionOnSuccess = exports.fetchBankConnectionsView = exports.updateMyProfileOnFailure = exports.updateMyProfileOnSuccess = exports.fetchMyProfile = exports.fetchMyProfileView = exports.initialState = void 0;
+exports.clearSettingsView = exports.updateNotificationSettingsOnSaveFailure = exports.updateNotificationSettingsOnSaveSuccess = exports.saveNotificationSettings = exports.resetNotificationSettingsLocalData = exports.updateNotificationSettingsLocalData = exports.updateNotificationSettingsOnFailure = exports.updateNotificationSettingsOnSuccess = exports.fetchNotificationSettings = exports.fetchBankAccountsList = exports.updateBankConnectionOnFailure = exports.updateBankConnectionOnSuccess = exports.fetchBankConnectionsView = exports.updateMyProfileOnFailure = exports.updateMyProfileOnSuccess = exports.fetchNotificationSettingsView = exports.fetchMyProfile = exports.fetchMyProfileView = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
+const settingsViewState_1 = require("./settingsViewState");
 const initialNotificationSettingsData = {
-    missingReceiptNotification: null,
-    uncategorizedTransactionNotification: null,
-    pendingBillApprovalNotification: null,
-    pendingReimbursementApprovalNotification: null,
+    reminderNotificationSettings: {
+        missingReceiptNotification: null,
+        uncategorizedTransactionNotification: null,
+        pendingBillApprovalNotification: null,
+        pendingReimbursementApprovalNotification: null,
+    },
+    monthEndInsightsNotificationSettings: {
+        enabled: false,
+        recipientEmailIds: [],
+    },
+};
+const initialRemindersLocalData = {
+    preferredMode: [],
+    frequency: 'bi-weekly',
 };
 const initialNotificationSettingsLocalData = {
+    monthEndInsights: {
+        recipientEmailIds: [],
+        notify: false,
+    },
     reminders: {
-        isMissingReceiptNotificationActive: null,
-        isUncategorizedTransactionNotificationActive: null,
-        isPendingReimbursementApprovalNotificationActive: null,
-        isPendingBillApprovalNotificationActive: null,
+        missingReceiptNotification: initialRemindersLocalData,
+        pendingBillApprovalNotification: initialRemindersLocalData,
+        pendingReimbursementApprovalNotification: initialRemindersLocalData,
+        uncategorizedTransactionNotification: initialRemindersLocalData,
     },
 };
 exports.initialState = {
@@ -86,26 +101,30 @@ const settings = (0, toolkit_1.createSlice)({
             draft.bankConnection.fetchState = 'Error';
             draft.bankConnection.error = action.payload;
         },
+        fetchNotificationSettingsView() {
+            // Do nothing.
+        },
         fetchNotificationSettings(draft) {
             draft.notification.fetchState = 'In-Progress';
             draft.notification.error = undefined;
         },
         updateNotificationSettingsOnSuccess: {
-            prepare(data) {
+            prepare(data, loggedInUserEmail) {
                 return {
                     payload: {
                         data,
+                        loggedInUserEmail,
                     },
                 };
             },
             reducer(draft, action) {
-                const { data } = action.payload;
+                const { data, loggedInUserEmail } = action.payload;
                 const notificationSettings = toNotificationSettings(data);
                 draft.notification.fetchState = 'Completed';
                 draft.notification.error = undefined;
                 draft.notification.notificationSettings = notificationSettings;
                 draft.notification.notificationSettingsLocalData =
-                    toNotificationSettingsLocalData(notificationSettings);
+                    toNotificationSettingsLocalData(notificationSettings, loggedInUserEmail);
             },
         },
         updateNotificationSettingsOnFailure(draft, action) {
@@ -115,9 +134,10 @@ const settings = (0, toolkit_1.createSlice)({
         updateNotificationSettingsLocalData(draft, action) {
             draft.notification.notificationSettingsLocalData = action.payload;
         },
-        resetNotificationSettingsLocalData(draft) {
+        resetNotificationSettingsLocalData(draft, action) {
+            const { loggedInUserEmail } = action.payload;
             draft.notification.notificationSettingsLocalData =
-                toNotificationSettingsLocalData(draft.notification.notificationSettings);
+                toNotificationSettingsLocalData(draft.notification.notificationSettings, loggedInUserEmail);
         },
         saveNotificationSettings(draft) {
             draft.notification.updateStatus.fetchState = 'In-Progress';
@@ -138,47 +158,65 @@ const settings = (0, toolkit_1.createSlice)({
         },
     },
 });
-_a = settings.actions, exports.fetchMyProfileView = _a.fetchMyProfileView, exports.fetchMyProfile = _a.fetchMyProfile, exports.updateMyProfileOnSuccess = _a.updateMyProfileOnSuccess, exports.updateMyProfileOnFailure = _a.updateMyProfileOnFailure, exports.fetchBankConnectionsView = _a.fetchBankConnectionsView, exports.updateBankConnectionOnSuccess = _a.updateBankConnectionOnSuccess, exports.updateBankConnectionOnFailure = _a.updateBankConnectionOnFailure, exports.fetchBankAccountsList = _a.fetchBankAccountsList, exports.fetchNotificationSettings = _a.fetchNotificationSettings, exports.updateNotificationSettingsOnSuccess = _a.updateNotificationSettingsOnSuccess, exports.updateNotificationSettingsOnFailure = _a.updateNotificationSettingsOnFailure, exports.updateNotificationSettingsLocalData = _a.updateNotificationSettingsLocalData, exports.resetNotificationSettingsLocalData = _a.resetNotificationSettingsLocalData, exports.saveNotificationSettings = _a.saveNotificationSettings, exports.updateNotificationSettingsOnSaveSuccess = _a.updateNotificationSettingsOnSaveSuccess, exports.updateNotificationSettingsOnSaveFailure = _a.updateNotificationSettingsOnSaveFailure, exports.clearSettingsView = _a.clearSettingsView;
+_a = settings.actions, exports.fetchMyProfileView = _a.fetchMyProfileView, exports.fetchMyProfile = _a.fetchMyProfile, exports.fetchNotificationSettingsView = _a.fetchNotificationSettingsView, exports.updateMyProfileOnSuccess = _a.updateMyProfileOnSuccess, exports.updateMyProfileOnFailure = _a.updateMyProfileOnFailure, exports.fetchBankConnectionsView = _a.fetchBankConnectionsView, exports.updateBankConnectionOnSuccess = _a.updateBankConnectionOnSuccess, exports.updateBankConnectionOnFailure = _a.updateBankConnectionOnFailure, exports.fetchBankAccountsList = _a.fetchBankAccountsList, exports.fetchNotificationSettings = _a.fetchNotificationSettings, exports.updateNotificationSettingsOnSuccess = _a.updateNotificationSettingsOnSuccess, exports.updateNotificationSettingsOnFailure = _a.updateNotificationSettingsOnFailure, exports.updateNotificationSettingsLocalData = _a.updateNotificationSettingsLocalData, exports.resetNotificationSettingsLocalData = _a.resetNotificationSettingsLocalData, exports.saveNotificationSettings = _a.saveNotificationSettings, exports.updateNotificationSettingsOnSaveSuccess = _a.updateNotificationSettingsOnSaveSuccess, exports.updateNotificationSettingsOnSaveFailure = _a.updateNotificationSettingsOnSaveFailure, exports.clearSettingsView = _a.clearSettingsView;
 exports.default = settings.reducer;
-const toNotificationSettings = (data) => {
-    const notificationSettingsData = Object.assign({}, initialNotificationSettingsData);
-    if (data.is_missing_receipt_notification_active != null) {
-        notificationSettingsData.missingReceiptNotification = {
-            active: data.is_missing_receipt_notification_active,
-        };
-    }
-    if (data.is_pending_bill_approval_notification_active != null) {
-        notificationSettingsData.pendingBillApprovalNotification = {
-            active: data.is_pending_bill_approval_notification_active,
-        };
-    }
-    if (data.is_pending_reimbursement_approval_notification_active != null) {
-        notificationSettingsData.pendingReimbursementApprovalNotification = {
-            active: data.is_pending_reimbursement_approval_notification_active,
+/**
+ * Helpers
+ */
+function toRemindersLocalData(reminderNotificationSettingDetails) {
+    if (reminderNotificationSettingDetails != null) {
+        return {
+            preferredMode: reminderNotificationSettingDetails.enabled
+                ? reminderNotificationSettingDetails.preferredMode
+                : [],
+            frequency: reminderNotificationSettingDetails.frequency,
         };
     }
-    if (data.is_uncategorized_transaction_notification_active != null) {
-        notificationSettingsData.uncategorizedTransactionNotification = {
-            active: data.is_uncategorized_transaction_notification_active,
+    return Object.assign({}, initialRemindersLocalData);
+}
+const toNotificationSettingsLocalData = (data, loggedInUserEmail) => {
+    var _a;
+    const { monthEndInsightsNotificationSettings, reminderNotificationSettings } = data;
+    const { missingReceiptNotification, pendingBillApprovalNotification, pendingReimbursementApprovalNotification, uncategorizedTransactionNotification, } = reminderNotificationSettings;
+    return {
+        monthEndInsights: {
+            notify: (_a = monthEndInsightsNotificationSettings.enabled) !== null && _a !== void 0 ? _a : monthEndInsightsNotificationSettings.recipientEmailIds.includes(loggedInUserEmail),
+            recipientEmailIds: monthEndInsightsNotificationSettings.recipientEmailIds,
+        },
+        reminders: {
+            missingReceiptNotification: toRemindersLocalData(missingReceiptNotification),
+            pendingBillApprovalNotification: toRemindersLocalData(pendingBillApprovalNotification),
+            pendingReimbursementApprovalNotification: toRemindersLocalData(pendingReimbursementApprovalNotification),
+            uncategorizedTransactionNotification: toRemindersLocalData(uncategorizedTransactionNotification),
+        },
+    };
+};
+function toReminderNotificationSettingsDetails(isNotificationActive, remindersPayload) {
+    if (isNotificationActive != null) {
+        return {
+            enabled: isNotificationActive,
+            frequency: (remindersPayload === null || remindersPayload === void 0 ? void 0 : remindersPayload.frequency_type) != null
+                ? (0, settingsViewState_1.toRemindersFrequencyType)(remindersPayload.frequency_type)
+                : 'bi-weekly',
+            preferredMode: (remindersPayload === null || remindersPayload === void 0 ? void 0 : remindersPayload.preferred_mode) != null
+                ? remindersPayload.preferred_mode.map((mode) => (0, settingsViewState_1.toNotificationMode)(mode))
+                : [],
         };
     }
-    return notificationSettingsData;
-};
-const toNotificationSettingsLocalData = (data) => {
+    return null;
+}
+const toNotificationSettings = (data) => {
+    var _a;
     return {
-        reminders: {
-            isMissingReceiptNotificationActive: data.missingReceiptNotification != null
-                ? data.missingReceiptNotification.active
-                : null,
-            isPendingBillApprovalNotificationActive: data.pendingBillApprovalNotification != null
-                ? data.pendingBillApprovalNotification.active
-                : null,
-            isPendingReimbursementApprovalNotificationActive: data.pendingReimbursementApprovalNotification != null
-                ? data.pendingReimbursementApprovalNotification.active
-                : null,
-            isUncategorizedTransactionNotificationActive: data.uncategorizedTransactionNotification != null
-                ? data.uncategorizedTransactionNotification.active
-                : null,
+        reminderNotificationSettings: {
+            missingReceiptNotification: toReminderNotificationSettingsDetails(data.is_missing_receipt_notification_active, data.missing_receipt_notification),
+            pendingBillApprovalNotification: toReminderNotificationSettingsDetails(data.is_pending_bill_approval_notification_active, data.pending_bill_approval_notification),
+            pendingReimbursementApprovalNotification: toReminderNotificationSettingsDetails(data.is_pending_reimbursement_approval_notification_active, data.pending_reimbursement_approval_notification),
+            uncategorizedTransactionNotification: toReminderNotificationSettingsDetails(data.is_uncategorized_transaction_notification_active, data.uncategorized_transaction_notification),
+        },
+        monthEndInsightsNotificationSettings: {
+            enabled: data.is_month_end_insights_active,
+            recipientEmailIds: (_a = data.month_end_email_recipient_email_ids) !== null && _a !== void 0 ? _a : [],
         },
     };
 };

package/lib/view/settingsView/settingsViewSelector.d.ts

@@ -1,16 +1,11 @@
 import { RootState } from '../../reducer';
 import { FetchStateAndError, ID } from '../../commonStateTypes/common';
-import { TenantExternalConnections } from '../../entity/tenant/tenantState';
-import { Company } from '../../entity/company/companyStateTypes';
-import { MyBankConnectionsView, BankConnectionsSetupView, MyProfileSelectorView } from './types/settingsViewSelectorTypes';
+import { MyBankConnectionsView, BankConnectionsSetupView, MyProfileSelectorView, NotificationSettingsSelectorView, IntegrationsView } from './types/settingsViewSelectorTypes';
 import { NotificationSettings } from './settingsViewState';
 export declare function getApprovalRuleViewDetails(state: RootState): FetchStateAndError;
 export declare function getBankConnectionsSetupViewDetails(state: RootState, companyId: ID): BankConnectionsSetupView;
 export declare function getMyBankConnectionsDetails(state: RootState, userId: ID): MyBankConnectionsView;
-export interface IntegrationsView {
-    externalConnections: TenantExternalConnections | undefined;
-    companyView: Company | undefined;
-}
 export declare function getIntegrationsView(state: RootState, companyId: ID): IntegrationsView;
 export declare const getMyProfileView: (state: RootState) => MyProfileSelectorView;
-export declare const getNotificationSettingsView: (state: RootState) => NotificationSettings;
+export declare const getNotificationSettings: (state: RootState) => NotificationSettings;
+export declare const getNotificationSettingsView: (state: RootState) => NotificationSettingsSelectorView;

package/lib/view/settingsView/settingsViewSelector.js

@@ -1,7 +1,11 @@
 "use strict";
+var __importDefault = (this && this.__importDefault) || function (mod) {
+    return (mod && mod.__esModule) ? mod : { "default": mod };
+};
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.getNotificationSettingsView = exports.getMyProfileView = exports.getIntegrationsView = exports.getMyBankConnectionsDetails = exports.getBankConnectionsSetupViewDetails = exports.getApprovalRuleViewDetails = void 0;
+exports.getNotificationSettingsView = exports.getNotificationSettings = exports.getMyProfileView = exports.getIntegrationsView = exports.getMyBankConnectionsDetails = exports.getBankConnectionsSetupViewDetails = exports.getApprovalRuleViewDetails = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
+const values_1 = __importDefault(require("lodash/values"));
 const tenantSelector_1 = require("../../entity/tenant/tenantSelector");
 const companySelector_1 = require("../../entity/company/companySelector");
 const userRoleSelector_1 = require("../../entity/userRole/userRoleSelector");
@@ -117,6 +121,18 @@ exports.getMyProfileView = (0, toolkit_1.createSelector)((state) => state.tenant
     }
     return myProfilePeopleView;
 });
-exports.getNotificationSettingsView = (0, toolkit_1.createSelector)((state) => state.settingsViewState, (settingsViewState) => {
+exports.getNotificationSettings = (0, toolkit_1.createSelector)((state) => state.settingsViewState, (settingsViewState) => {
     return settingsViewState.notification;
 });
+exports.getNotificationSettingsView = (0, toolkit_1.createSelector)((state) => state.settingsViewState, (state) => state.userState, (state) => state.classState, (state) => state.classListState, (state) => (0, userListViewSelector_1.getUserList)(state, 'manager'), (settingsViewState, userState, classState, classListState, managersListView) => {
+    const classList = (0, classSelectorV2_1.getClassesByIds)(classState, {
+        classIds: classListState.classIds,
+        reportId: 'class_list',
+    });
+    const fetchState = (0, reduceFetchState_1.reduceAnyFetchState)([
+        settingsViewState.notification,
+        classListState,
+        managersListView,
+    ]);
+    return Object.assign(Object.assign({}, settingsViewState.notification), { allUsers: (0, values_1.default)(userState.userByUserId), classList, managersList: managersListView.users, fetchState: fetchState.fetchState, error: fetchState.error });
+});

package/lib/view/settingsView/settingsViewState.d.ts

@@ -5,20 +5,43 @@ interface MyProfile extends FetchStateAndError {
 interface BankConnection extends FetchStateAndError {
     bankAccountIds: ID[];
 }
+export declare const REMINDER_NOTIFICATION_TYPES: readonly ["missingReceiptNotification", "uncategorizedTransactionNotification", "pendingBillApprovalNotification", "pendingReimbursementApprovalNotification"];
 declare const toReminderTypeKey: (v: string) => "missingReceiptNotification" | "uncategorizedTransactionNotification" | "pendingBillApprovalNotification" | "pendingReimbursementApprovalNotification";
-declare type ReminderTypeKey = ReturnType<typeof toReminderTypeKey>;
-declare const toReminderFlagTypeKey: (v: string) => "isMissingReceiptNotificationActive" | "isUncategorizedTransactionNotificationActive" | "isPendingBillApprovalNotificationActive" | "isPendingReimbursementApprovalNotificationActive";
-declare type ReminderFlagTypeKey = ReturnType<typeof toReminderFlagTypeKey>;
-export declare type ReminderNotificationSettingsLocalData = Record<ReminderFlagTypeKey, boolean | null>;
+export declare type ReminderTypeKey = ReturnType<typeof toReminderTypeKey>;
+export declare const toRemindersFrequencyType: (v: string) => "daily" | "weekly" | "bi-weekly" | "monthly";
+export declare type FrequencyTypeKey = ReturnType<typeof toRemindersFrequencyType>;
+export declare const NOTIFICATION_MODES: readonly ["email", "dashboard"];
+export declare const toNotificationMode: (v: string) => "dashboard" | "email";
+export declare type NotificationModeKey = ReturnType<typeof toNotificationMode>;
+export interface MonthEndInsightsNotificationSettingsData {
+    enabled: boolean | null;
+    recipientEmailIds: string[];
+}
+export interface MonthEndInsightsNotificationSettingsLocalData {
+    notify: boolean;
+    recipientEmailIds: string[];
+}
+export interface ReminderNotificationSettingDetails {
+    enabled: boolean;
+    frequency: FrequencyTypeKey;
+    preferredMode: NotificationModeKey[];
+}
+export declare type RemindersLocalData = {
+    frequency: FrequencyTypeKey;
+    preferredMode: NotificationModeKey[];
+};
+export declare type ReminderNotificationSettingsData = Record<ReminderTypeKey, ReminderNotificationSettingDetails | null>;
+export declare type ReminderNotificationSettingsLocalData = Record<ReminderTypeKey, RemindersLocalData>;
 export interface NotificationSettingsLocalData {
     reminders: ReminderNotificationSettingsLocalData;
+    monthEndInsights: MonthEndInsightsNotificationSettingsLocalData;
 }
-interface ReminderNotificationSettingDetails {
-    active: boolean;
+export interface NotificationSettingsData {
+    reminderNotificationSettings: ReminderNotificationSettingsData;
+    monthEndInsightsNotificationSettings: MonthEndInsightsNotificationSettingsData;
 }
-export declare type ReminderNotificationSettingsData = Record<ReminderTypeKey, ReminderNotificationSettingDetails | null>;
 export interface NotificationSettings extends FetchStateAndError {
-    notificationSettings: ReminderNotificationSettingsData;
+    notificationSettings: NotificationSettingsData;
     notificationSettingsLocalData: NotificationSettingsLocalData;
     updateStatus: FetchStateAndError;
 }

package/lib/view/settingsView/settingsViewState.js

@@ -1,17 +1,17 @@
 "use strict";
 Object.defineProperty(exports, "__esModule", { value: true });
+exports.toNotificationMode = exports.NOTIFICATION_MODES = exports.toRemindersFrequencyType = exports.REMINDER_NOTIFICATION_TYPES = void 0;
 const stringToUnion_1 = require("../../commonStateTypes/stringToUnion");
-const REMINDER_NOTIFICATION_TYPES = [
+exports.REMINDER_NOTIFICATION_TYPES = [
     'missingReceiptNotification',
     'uncategorizedTransactionNotification',
     'pendingBillApprovalNotification',
     'pendingReimbursementApprovalNotification',
 ];
-const REMINDER_NOTIFICATION_FLAG_TYPES = [
-    'isMissingReceiptNotificationActive',
-    'isUncategorizedTransactionNotificationActive',
-    'isPendingBillApprovalNotificationActive',
-    'isPendingReimbursementApprovalNotificationActive',
-];
-const toReminderTypeKey = (v) => (0, stringToUnion_1.stringToUnion)(v, REMINDER_NOTIFICATION_TYPES);
-const toReminderFlagTypeKey = (v) => (0, stringToUnion_1.stringToUnion)(v, REMINDER_NOTIFICATION_FLAG_TYPES);
+const toReminderTypeKey = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.REMINDER_NOTIFICATION_TYPES);
+const FREQUENCY_TYPES = ['daily', 'weekly', 'bi-weekly', 'monthly'];
+const toRemindersFrequencyType = (v) => (0, stringToUnion_1.stringToUnion)(v, FREQUENCY_TYPES);
+exports.toRemindersFrequencyType = toRemindersFrequencyType;
+exports.NOTIFICATION_MODES = ['email', 'dashboard'];
+const toNotificationMode = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.NOTIFICATION_MODES);
+exports.toNotificationMode = toNotificationMode;

package/lib/view/settingsView/types/settingsViewSelectorTypes.d.ts

@@ -7,6 +7,9 @@ import { UserRole } from '../../../entity/userRole/userRoleState';
 import { Person } from '../../people/peopleSelectorTypes';
 import { SetupView } from '../../spendManagement/commonSetup/setupViewSelector';
 import { UserFinancialAccountSelectorView } from '../../userFinancialAccount/userFinancialAccountSelector';
+import { NotificationSettings } from '../settingsViewState';
+import { TenantExternalConnections } from '../../../entity/tenant/tenantState';
+import { Company } from '../../../entity/company/companyStateTypes';
 export interface MyProfileSelectorView extends SelectorView {
     isZeniUser: boolean;
     person: MyProfile;
@@ -27,3 +30,12 @@ export interface MyBankConnectionsView extends UserFinancialAccountSelectorView
 export interface BankConnectionsSetupView extends FetchStateAndError {
     setupView: SetupView;
 }
+export interface NotificationSettingsSelectorView extends NotificationSettings {
+    allUsers: User[];
+    classList: Class[];
+    managersList: Person[];
+}
+export interface IntegrationsView {
+    externalConnections: TenantExternalConnections | undefined;
+    companyView: Company | undefined;
+}

package/lib/view/spendManagement/billPay/billPayConfig/billPayConfigState.d.ts

@@ -4,7 +4,7 @@ import { AccountBase } from '../../../../entity/account/accountState';
 import { ClassBase } from '../../../../entity/class/classState';
 export declare const getBillPayConfigKey: (method: string, subMethod: string) => string;
 export declare type BillPayConfigKey = ReturnType<typeof getBillPayConfigKey>;
-export declare const getBillPayConfigMethodKey: (method: BillPaymentConfigCodeType, subMethod: BillPaymentSubConfigCodeKeyType, accType: AccountTypeSubConfigCodeKeyType, internationalMethod?: "usdToLocalCurrency" | "usdToUsd" | undefined, internationalSubMethod?: "swiftOur" | "swiftSha" | undefined) => string;
+export declare const getBillPayConfigMethodKey: (method: BillPaymentConfigCodeType, subMethod: BillPaymentSubConfigCodeKeyType, accType?: "depositAccount" | "paymentAccount" | undefined, internationalMethod?: "usdToLocalCurrency" | "usdToUsd" | undefined, internationalSubMethod?: "swiftOur" | "swiftSha" | undefined) => string;
 export declare type VendorCurrencyConfig = Record<BillPayConfigKey, Currency[]>;
 export declare const DYNAMIC_FEE_TYPE: readonly ["percent", "fixed"];
 export declare const toDynamicFeeType: (v: string) => "fixed" | "percent";

package/lib/view/spendManagement/billPay/billPayConfig/billPayConfigState.js

@@ -9,7 +9,10 @@ const getBillPayConfigKey = (method, subMethod) => {
 };
 exports.getBillPayConfigKey = getBillPayConfigKey;
 const getBillPayConfigMethodKey = (method, subMethod, accType, internationalMethod, internationalSubMethod) => {
-    const keys = ['billPay', method, subMethod, accType];
+    const keys = ['billPay', method, subMethod];
+    if (accType != null) {
+        keys.push(accType);
+    }
     if (internationalMethod != null) {
         keys.push(internationalMethod);
     }

package/lib/view/spendManagement/billPay/editBillView/editBillViewReducer.d.ts

@@ -65,6 +65,12 @@ export declare const fetchEditBillDetailPage: import("@reduxjs/toolkit").ActionC
     amountPayload: AmountPayload;
     conversionRate: number;
     billId?: string | undefined;
-}, string>;
+}, string>, fetchVendorAndUpdateBillLocalData: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[vendorId?: string | undefined, billId?: string | undefined], {
+    vendorId: string | undefined;
+    billId: string | undefined;
+}, string, never, never>, waitForVendorByIdThenSaveBillUpdatetoLocalStore: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[vendorId: string, billId?: string | undefined], {
+    vendorId: string;
+    billId: string | undefined;
+}, string, never, never>;
 declare const _default: import("@reduxjs/toolkit").Reducer<EditBillDetailViewState, import("@reduxjs/toolkit").AnyAction>;
 export default _default;

package/lib/view/spendManagement/billPay/editBillView/editBillViewReducer.js

@@ -1,7 +1,7 @@
 "use strict";
 var _a;
 Object.defineProperty(exports, "__esModule", { value: true });
-exports.updateHomeCurrencyConversion = exports.currencyConversionValueSuccessOrFailure = exports.convertAmountToHomeCurrency = exports.updateVendorContactSuccessOrFailure = exports.updateVendorContact = exports.updateSuggestedVendorIdFromParsedInvoice = exports.updateRecommendedVendorId = exports.updateBillUploadFetchState = exports.updateAddBillAutoFields = exports.updateShowAutofill = exports.updateInternationalTransferFeeBearerPaymentMethodInLocalData = exports.waitForVendorByNameThenParsetoLocalStore = exports.waitForBillDetailThenInitializeLocalStore = exports.clearEditBillViewDetail = exports.parseInvoiceToBill = exports.updateEditBillFetchStateCompleted = exports.saveBillSuccessOrFailure = exports.saveBillDetail = exports.discardBillUpdatesInLocalStore = exports.saveBillUpdatesToLocalStore = exports.initializeBillToLocalStore = exports.fetchVendorByNameAndParseInvoice = exports.fetchBillAndInitializeLocalStore = exports.fetchEditBillDetailPage = exports.initialState = void 0;
+exports.waitForVendorByIdThenSaveBillUpdatetoLocalStore = exports.fetchVendorAndUpdateBillLocalData = exports.updateHomeCurrencyConversion = exports.currencyConversionValueSuccessOrFailure = exports.convertAmountToHomeCurrency = exports.updateVendorContactSuccessOrFailure = exports.updateVendorContact = exports.updateSuggestedVendorIdFromParsedInvoice = exports.updateRecommendedVendorId = exports.updateBillUploadFetchState = exports.updateAddBillAutoFields = exports.updateShowAutofill = exports.updateInternationalTransferFeeBearerPaymentMethodInLocalData = exports.waitForVendorByNameThenParsetoLocalStore = exports.waitForBillDetailThenInitializeLocalStore = exports.clearEditBillViewDetail = exports.parseInvoiceToBill = exports.updateEditBillFetchStateCompleted = exports.saveBillSuccessOrFailure = exports.saveBillDetail = exports.discardBillUpdatesInLocalStore = exports.saveBillUpdatesToLocalStore = exports.initializeBillToLocalStore = exports.fetchVendorByNameAndParseInvoice = exports.fetchBillAndInitializeLocalStore = exports.fetchEditBillDetailPage = exports.initialState = void 0;
 const toolkit_1 = require("@reduxjs/toolkit");
 const editBillViewState_1 = require("./editBillViewState");
 const billDetailViewState_1 = require("../billDetailView/billDetailViewState");
@@ -36,6 +36,9 @@ const editBillView = (0, toolkit_1.createSlice)({
                 draft.editBillStateById[key] = Object.assign(Object.assign({}, oldData), { fetchStatus: {
                         fetchState: 'In-Progress',
                         error: undefined,
+                    }, saveStatus: {
+                        fetchState: 'Not-Started',
+                        error: undefined,
                     }, showSkipAutofill: false });
             },
             prepare(billId, cacheOverride, isShowDeletedBillsEnabled) {
@@ -306,12 +309,28 @@ const editBillView = (0, toolkit_1.createSlice)({
                 return { payload: { internationalTransferFeeBearerPaymentMethod, billId } };
             },
         },
+        fetchVendorAndUpdateBillLocalData: {
+            reducer() {
+                // do nothing
+            },
+            prepare(vendorId, billId) {
+                return { payload: { vendorId, billId } };
+            },
+        },
+        waitForVendorByIdThenSaveBillUpdatetoLocalStore: {
+            reducer() {
+                // do nothing
+            },
+            prepare(vendorId, billId) {
+                return { payload: { vendorId, billId } };
+            },
+        },
         clearEditBillViewDetail(draft) {
             Object.assign(draft, exports.initialState);
         },
     },
 });
-_a = editBillView.actions, exports.fetchEditBillDetailPage = _a.fetchEditBillDetailPage, exports.fetchBillAndInitializeLocalStore = _a.fetchBillAndInitializeLocalStore, exports.fetchVendorByNameAndParseInvoice = _a.fetchVendorByNameAndParseInvoice, exports.initializeBillToLocalStore = _a.initializeBillToLocalStore, exports.saveBillUpdatesToLocalStore = _a.saveBillUpdatesToLocalStore, exports.discardBillUpdatesInLocalStore = _a.discardBillUpdatesInLocalStore, exports.saveBillDetail = _a.saveBillDetail, exports.saveBillSuccessOrFailure = _a.saveBillSuccessOrFailure, exports.updateEditBillFetchStateCompleted = _a.updateEditBillFetchStateCompleted, exports.parseInvoiceToBill = _a.parseInvoiceToBill, exports.clearEditBillViewDetail = _a.clearEditBillViewDetail, exports.waitForBillDetailThenInitializeLocalStore = _a.waitForBillDetailThenInitializeLocalStore, exports.waitForVendorByNameThenParsetoLocalStore = _a.waitForVendorByNameThenParsetoLocalStore, exports.updateInternationalTransferFeeBearerPaymentMethodInLocalData = _a.updateInternationalTransferFeeBearerPaymentMethodInLocalData, exports.updateShowAutofill = _a.updateShowAutofill, exports.updateAddBillAutoFields = _a.updateAddBillAutoFields, exports.updateBillUploadFetchState = _a.updateBillUploadFetchState, exports.updateRecommendedVendorId = _a.updateRecommendedVendorId, exports.updateSuggestedVendorIdFromParsedInvoice = _a.updateSuggestedVendorIdFromParsedInvoice, exports.updateVendorContact = _a.updateVendorContact, exports.updateVendorContactSuccessOrFailure = _a.updateVendorContactSuccessOrFailure, exports.convertAmountToHomeCurrency = _a.convertAmountToHomeCurrency, exports.currencyConversionValueSuccessOrFailure = _a.currencyConversionValueSuccessOrFailure, exports.updateHomeCurrencyConversion = _a.updateHomeCurrencyConversion;
+_a = editBillView.actions, exports.fetchEditBillDetailPage = _a.fetchEditBillDetailPage, exports.fetchBillAndInitializeLocalStore = _a.fetchBillAndInitializeLocalStore, exports.fetchVendorByNameAndParseInvoice = _a.fetchVendorByNameAndParseInvoice, exports.initializeBillToLocalStore = _a.initializeBillToLocalStore, exports.saveBillUpdatesToLocalStore = _a.saveBillUpdatesToLocalStore, exports.discardBillUpdatesInLocalStore = _a.discardBillUpdatesInLocalStore, exports.saveBillDetail = _a.saveBillDetail, exports.saveBillSuccessOrFailure = _a.saveBillSuccessOrFailure, exports.updateEditBillFetchStateCompleted = _a.updateEditBillFetchStateCompleted, exports.parseInvoiceToBill = _a.parseInvoiceToBill, exports.clearEditBillViewDetail = _a.clearEditBillViewDetail, exports.waitForBillDetailThenInitializeLocalStore = _a.waitForBillDetailThenInitializeLocalStore, exports.waitForVendorByNameThenParsetoLocalStore = _a.waitForVendorByNameThenParsetoLocalStore, exports.updateInternationalTransferFeeBearerPaymentMethodInLocalData = _a.updateInternationalTransferFeeBearerPaymentMethodInLocalData, exports.updateShowAutofill = _a.updateShowAutofill, exports.updateAddBillAutoFields = _a.updateAddBillAutoFields, exports.updateBillUploadFetchState = _a.updateBillUploadFetchState, exports.updateRecommendedVendorId = _a.updateRecommendedVendorId, exports.updateSuggestedVendorIdFromParsedInvoice = _a.updateSuggestedVendorIdFromParsedInvoice, exports.updateVendorContact = _a.updateVendorContact, exports.updateVendorContactSuccessOrFailure = _a.updateVendorContactSuccessOrFailure, exports.convertAmountToHomeCurrency = _a.convertAmountToHomeCurrency, exports.currencyConversionValueSuccessOrFailure = _a.currencyConversionValueSuccessOrFailure, exports.updateHomeCurrencyConversion = _a.updateHomeCurrencyConversion, exports.fetchVendorAndUpdateBillLocalData = _a.fetchVendorAndUpdateBillLocalData, exports.waitForVendorByIdThenSaveBillUpdatetoLocalStore = _a.waitForVendorByIdThenSaveBillUpdatetoLocalStore;
 exports.default = editBillView.reducer;
 function doUpdateRecurringBillLocalData(billDetail, currentConfig, prevConfig) {
     var _a, _b, _c, _d;

package/lib/view/spendManagement/billPay/editBillView/epics/fetchVendorAndUpdateBillLocalDataEpic.d.ts

@@ -0,0 +1,10 @@
+import { ActionsObservable, StateObservable } from 'redux-observable';
+import { updateBankAccounts } from '../../../../../entity/bankAccount/bankAccountReducer';
+import { RootState } from '../../../../../reducer';
+import { fetchVendorAndUpdateBillLocalData, saveBillUpdatesToLocalStore, waitForVendorByIdThenSaveBillUpdatetoLocalStore } from '../editBillViewReducer';
+import { updateVendorsList, updateVendorListFailure } from '../../../../vendorList/vendorListReducer';
+import { fetchVendor, indicateReadyToInitializeBillLocalStore } from '../../../../commonVendorView/vendorView/vendorViewReducer';
+import { fetchPreviousBills } from '../../previousBills/previousBillsReducer';
+export declare type ActionType = ReturnType<typeof waitForVendorByIdThenSaveBillUpdatetoLocalStore> | ReturnType<typeof fetchVendor> | ReturnType<typeof updateVendorListFailure> | ReturnType<typeof saveBillUpdatesToLocalStore> | ReturnType<typeof fetchVendorAndUpdateBillLocalData> | ReturnType<typeof updateBankAccounts> | ReturnType<typeof updateVendorsList> | ReturnType<typeof indicateReadyToInitializeBillLocalStore> | ReturnType<typeof fetchPreviousBills>;
+export declare const fetchVendorAndUpdateBillLocalDataEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => import("rxjs").Observable<ActionType>;
+export declare const waitForVendorByIdThenSaveBillUpdatetoLocalStoreEpic: (actions$: ActionsObservable<ActionType>, state$: StateObservable<RootState>) => import("rxjs").Observable<ActionType>;

package/lib/view/spendManagement/billPay/editBillView/epics/fetchVendorAndUpdateBillLocalDataEpic.js

@@ -0,0 +1,130 @@
+"use strict";
+Object.defineProperty(exports, "__esModule", { value: true });
+exports.waitForVendorByIdThenSaveBillUpdatetoLocalStoreEpic = exports.fetchVendorAndUpdateBillLocalDataEpic = void 0;
+const rxjs_1 = require("rxjs");
+const operators_1 = require("rxjs/operators");
+const editBillViewReducer_1 = require("../editBillViewReducer");
+const vendorSelector_1 = require("../../../../../entity/vendor/vendorSelector");
+const billDetailViewState_1 = require("../../billDetailView/billDetailViewState");
+const zeniDayJS_1 = require("../../../../../zeniDayJS");
+const workingDayHelper_1 = require("../../../../../commonStateTypes/workingDayHelper");
+const companySelector_1 = require("../../../../../entity/company/companySelector");
+const accountSelector_1 = require("../../../../../entity/account/accountSelector");
+const classSelector_1 = require("../../../../../entity/class/classSelector");
+const editBillViewState_1 = require("../../../../spendManagement/billPay/editBillView/editBillViewState");
+const vendorViewReducer_1 = require("../../../../commonVendorView/vendorView/vendorViewReducer");
+const previousBillsReducer_1 = require("../../previousBills/previousBillsReducer");
+const fetchVendorAndUpdateBillLocalDataEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(editBillViewReducer_1.fetchVendorAndUpdateBillLocalData.match), (0, operators_1.mergeMap)((action) => {
+    const fetchActions = [];
+    const { vendorId } = action.payload;
+    const state = state$.value;
+    let billInLocalStore = state.editBillDetailViewState.newBillState;
+    if (action.payload.billId != null) {
+        const billDetailKey = (0, billDetailViewState_1.getBillTransactionDetailKey)(action.payload.billId);
+        billInLocalStore =
+            state.editBillDetailViewState.editBillStateById[billDetailKey];
+    }
+    if (vendorId != null) {
+        const vendor = (0, vendorSelector_1.getVendorByVendorId)(state.vendorState, vendorId);
+        if (vendor != null) {
+            fetchActions.push((0, editBillViewReducer_1.saveBillUpdatesToLocalStore)({
+                billDetailLocalData: prepareBillLocalData(state, billInLocalStore, vendor),
+                billId: action.payload.billId,
+            }));
+            fetchActions.push((0, previousBillsReducer_1.fetchPreviousBills)(vendor.qboId, false));
+        }
+        else {
+            fetchActions.push((0, vendorViewReducer_1.fetchVendor)(vendorId), (0, editBillViewReducer_1.waitForVendorByIdThenSaveBillUpdatetoLocalStore)(vendorId, action.payload.billId));
+        }
+    }
+    else {
+        // when tentative vendor is selected from the vendor dropdown, then vendor_id is undefined
+        fetchActions.push((0, editBillViewReducer_1.saveBillUpdatesToLocalStore)({
+            billDetailLocalData: prepareBillLocalData(state, billInLocalStore),
+            billId: action.payload.billId,
+        }));
+    }
+    return (0, rxjs_1.from)(fetchActions);
+}));
+exports.fetchVendorAndUpdateBillLocalDataEpic = fetchVendorAndUpdateBillLocalDataEpic;
+const waitForVendorByIdThenSaveBillUpdatetoLocalStoreEpic = (actions$, state$) => actions$.pipe((0, operators_1.filter)(editBillViewReducer_1.waitForVendorByIdThenSaveBillUpdatetoLocalStore.match), (0, operators_1.switchMap)((action) => {
+    const { vendorId } = action.payload;
+    return actions$.pipe((0, operators_1.filter)((value) => vendorViewReducer_1.indicateReadyToInitializeBillLocalStore.match(value)), (0, operators_1.take)(1), // don't listen forever! IMPORTANT!
+    (0, operators_1.mergeMap)(() => {
+        const state = state$.value;
+        const fetchActions = [];
+        const vendor = (0, vendorSelector_1.getVendorByVendorId)(state.vendorState, vendorId);
+        let billInLocalStore = state.editBillDetailViewState.newBillState;
+        if (action.payload.billId != null) {
+            const billDetailKey = (0, billDetailViewState_1.getBillTransactionDetailKey)(action.payload.billId);
+            billInLocalStore =
+                state.editBillDetailViewState.editBillStateById[billDetailKey];
+        }
+        if (vendor != null) {
+            fetchActions.push((0, editBillViewReducer_1.saveBillUpdatesToLocalStore)({
+                billDetailLocalData: prepareBillLocalData(state, billInLocalStore, vendor),
+                billId: action.payload.billId,
+            }));
+            fetchActions.push((0, previousBillsReducer_1.fetchPreviousBills)(vendor.qboId, false));
+        }
+        return (0, rxjs_1.from)(fetchActions);
+    }));
+}));
+exports.waitForVendorByIdThenSaveBillUpdatetoLocalStoreEpic = waitForVendorByIdThenSaveBillUpdatetoLocalStoreEpic;
+function prepareBillLocalData(state, billInLocalStore, vendor) {
+    var _a, _b, _c, _d;
+    const isCancelled = billInLocalStore.billDetailLocalData.isCancelled;
+    const lines = billInLocalStore.billDetailLocalData.updatesByLineId;
+    const updatedLines = Object.assign({}, lines);
+    const vendorCategory = (vendor === null || vendor === void 0 ? void 0 : vendor.accountId) != null
+        ? (0, accountSelector_1.getAccountBase)(state.accountState, vendor.accountId, 'account_list')
+        : undefined;
+    const vendorClass = (vendor === null || vendor === void 0 ? void 0 : vendor.classId) != null
+        ? (0, classSelector_1.getClassById)(state.classState, {
+            classId: vendor.classId,
+            reportId: 'class_list',
+        })
+        : undefined;
+    const vendorCurrencyCode = vendor === null || vendor === void 0 ? void 0 : vendor.vendorCurrencyCode;
+    const vendorCurrencySymbol = vendor === null || vendor === void 0 ? void 0 : vendor.vendorCurrencySymbol;
+    const { tenantState, companyState } = state;
+    const { currentTenantId } = tenantState;
+    const companyId = currentTenantId != null
+        ? (_b = (_a = tenantState.tenantsById) === null || _a === void 0 ? void 0 : _a[currentTenantId]) === null || _b === void 0 ? void 0 : _b.companyId
+        : undefined;
+    const currentCompany = (0, companySelector_1.getCompanyByCompanyId)(companyState, companyId !== null && companyId !== void 0 ? companyId : '');
+    const payNowCutOffTime = currentCompany === null || currentCompany === void 0 ? void 0 : currentCompany.company.companyBillPayInfo.payNowCutOffTimeByMethod.ach;
+    const isPayNowEnabled = payNowCutOffTime != null
+        ? (0, zeniDayJS_1.dateNow)().isSameOrBefore(payNowCutOffTime)
+        : false;
+    Object.keys(updatedLines).forEach((lineId) => {
+        var _a, _b;
+        const line = lines[lineId];
+        updatedLines[lineId] = Object.assign(Object.assign({}, line), { account: Boolean((_a = line.account) === null || _a === void 0 ? void 0 : _a.accountId) === false && vendorCategory != null
+                ? vendorCategory
+                : line.account, class: Boolean((_b = line.class) === null || _b === void 0 ? void 0 : _b.classId) === false && vendorClass != null
+                ? vendorClass
+                : line.class });
+    });
+    //when it's a new bill and it doesn't have any line item, we want to default the account and class to vendor's account and class
+    if (Object.keys(updatedLines).length === 0) {
+        updatedLines['1'] = Object.assign({ account: vendorCategory, class: vendorClass, amount: {
+                amount: 0,
+                currencyCode: vendorCurrencyCode !== null && vendorCurrencyCode !== void 0 ? vendorCurrencyCode : 'USD',
+                currencySymbol: vendorCurrencySymbol !== null && vendorCurrencySymbol !== void 0 ? vendorCurrencySymbol : '$',
+            }, id: '1', lineDescription: '', platformLineDetailType: 'account_based_expense_line_detail', type: 'transaction_with_account_and_class_line', billable: 'not_billable', isCategoryMiscategorized: false, isClassMiscategorized: false }, editBillViewState_1.defaultRecommendationStateObj);
+    }
+    return {
+        showVendorGptRecommendationText: false,
+        vendor: vendor,
+        isCancelled: isCancelled,
+        updatesByLineId: updatedLines,
+        whatForSection: Object.assign(Object.assign({}, billInLocalStore.billDetailLocalData.whatForSection), { currencyCode: vendor === null || vendor === void 0 ? void 0 : vendor.vendorCurrencyCode }),
+        paymentDetailsSection: Object.assign(Object.assign({}, billInLocalStore.billDetailLocalData.paymentDetailsSection), { paymentTo: undefined, internationalTransferFeeBearerPaymentMethod: vendor === null || vendor === void 0 ? void 0 : vendor.preferredInternationalTransferFeeBearerPaymentMethod, paymentDate: (_d = (_c = billInLocalStore.billDetailLocalData.paymentDetailsSection) === null || _c === void 0 ? void 0 : _c.paymentDate) !== null && _d !== void 0 ? _d : 
+            //in case paymentDate is not present in the billDetailLocalData, then today/next working date will be considered.
+            //this is done beacuse we are doing similar calcualtion in getDefaultValues of editBillDetailPage.
+            (0, zeniDayJS_1.date)((0, workingDayHelper_1.getNextNthWorkingDay)((0, zeniDayJS_1.dateNow)().toDate(), [0, 6], isPayNowEnabled ? 0 : 1).toISOString()) }),
+        isCollectToAccountInfoFromVendorContact: false,
+        isRecurring: false,
+    };
+}

package/lib/view/spendManagement/billPay/editBillView/epics/parseInvoiceToBillEpic.js

@@ -84,6 +84,7 @@ const parseInvoiceToBillEpic = (actions$, state$) => actions$.pipe((0, operators
                         if (vendorCurrency === currencyInInvoice) {
                             finalVendor = suggestedVendor;
                             showVendorGptRecommendationText = true;
+                            recommendedVendorId = suggestedVendor === null || suggestedVendor === void 0 ? void 0 : suggestedVendor.id;
                         }
                         else {
                             isVendorWithNewCurrency = true;
@@ -205,7 +206,9 @@ const toBillDetailLocalData = (state, showVendorGptRecommendationText, billPaylo
     const isPayNowEnabled = payNowCutOffTime != null
         ? (0, zeniDayJS_1.dateNow)().isSameOrBefore(payNowCutOffTime)
         : false;
-    const fromAccountType = (0, billPayConfigPayload_1.getAccountTypeSubConfigCodeKey)((0, billPayConfigState_1.toAccType)((_m = (_l = billPayload.bill_pay_info) === null || _l === void 0 ? void 0 : _l.from_account.account_type) !== null && _m !== void 0 ? _m : ''));
+    const fromAccountType = ((_l = billPayload.bill_pay_info) === null || _l === void 0 ? void 0 : _l.from_account.account_type) != null
+        ? (0, billPayConfigPayload_1.getAccountTypeSubConfigCodeKey)((0, billPayConfigState_1.toAccType)((_m = billPayload.bill_pay_info) === null || _m === void 0 ? void 0 : _m.from_account.account_type))
+        : undefined;
     const bookCloseDate = currentCompany === null || currentCompany === void 0 ? void 0 : currentCompany.company.companyInfo.bookCloseDate;
     const invoiceDate = Boolean(billPayload.transaction_date) === true
         ? (0, editBillViewSelector_1.getInvoiceDate)('draft', (0, zeniDayJS_1.date)(billPayload.transaction_date), bookCloseDate)