@zeniai/client-epic-state 5.0.55-betaSS1 → 5.0.55-betaVR1

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Files changed (30) hide show
  1. package/lib/esm/index.js +5 -4
  2. package/lib/esm/view/expenseAutomationView/epics/missingReceipts/searchTransactionsForManualMatchEpic.js +0 -4
  3. package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationEpic.js +0 -3
  4. package/lib/esm/view/expenseAutomationView/reducers/transactionsViewReducer.js +1 -71
  5. package/lib/esm/view/expenseAutomationView/selectors/transactionCategorizationSelector.js +1 -2
  6. package/lib/esm/view/expenseAutomationView/types/missingReceiptsViewState.js +2 -0
  7. package/lib/esm/view/transactionDetail/journalEntryLinesViewModel.js +113 -0
  8. package/lib/esm/view/transactionDetail/journalEntryLinesViewModel.vitest.js +243 -0
  9. package/lib/index.d.ts +6 -4
  10. package/lib/index.js +43 -37
  11. package/lib/view/expenseAutomationView/epics/missingReceipts/searchTransactionsForManualMatchEpic.js +0 -4
  12. package/lib/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationEpic.js +0 -3
  13. package/lib/view/expenseAutomationView/payload/transactionCategorizationPayload.d.ts +0 -8
  14. package/lib/view/expenseAutomationView/reducers/missingReceiptsViewReducer.d.ts +1 -2
  15. package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.d.ts +1 -3
  16. package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.js +2 -72
  17. package/lib/view/expenseAutomationView/selectorTypes/missingReceiptsSelectorTypes.d.ts +1 -2
  18. package/lib/view/expenseAutomationView/selectorTypes/transactionsViewSelectorTypes.d.ts +0 -2
  19. package/lib/view/expenseAutomationView/selectors/transactionCategorizationSelector.js +1 -2
  20. package/lib/view/expenseAutomationView/types/missingReceiptsViewState.d.ts +2 -1
  21. package/lib/view/expenseAutomationView/types/missingReceiptsViewState.js +4 -1
  22. package/lib/view/expenseAutomationView/types/transactionsViewState.d.ts +1 -27
  23. package/lib/view/transactionDetail/journalEntryLinesViewModel.d.ts +73 -0
  24. package/lib/view/transactionDetail/journalEntryLinesViewModel.js +124 -0
  25. package/lib/view/transactionDetail/journalEntryLinesViewModel.vitest.d.ts +1 -0
  26. package/lib/view/transactionDetail/journalEntryLinesViewModel.vitest.js +245 -0
  27. package/package.json +2 -2
  28. package/lib/esm/view/expenseAutomationView/types/completedSubTab.js +0 -9
  29. package/lib/view/expenseAutomationView/types/completedSubTab.d.ts +0 -2
  30. package/lib/view/expenseAutomationView/types/completedSubTab.js +0 -13
@@ -4,7 +4,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
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  };
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  var _a;
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  Object.defineProperty(exports, "__esModule", { value: true });
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- exports.uploadTransactionCategorizationReceiptSuccess = exports.updateTransactionCategorizationUploadReceiptState = exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.resetOtherTabsFetchState = exports.fetchTransactionCategorizationSuccess = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateTransactionCategorizationCompletedSubTab = exports.updateCurrentSelectedTransactionCategorizationTab = exports.updateTransactionCategorization = exports.saveTransactionCategorization = exports.fetchTransactionCategorizationFailure = exports.saveTransactionCategorizationLocalData = exports.initializeTransactionCategorizationViewLocalData = exports.updateTransactionCategorizationUIState = exports.fetchTransactionCategorization = exports.initialState = exports.initialTransactionTabViewState = void 0;
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+ exports.uploadTransactionCategorizationReceiptSuccess = exports.updateTransactionCategorizationUploadReceiptState = exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.resetOtherTabsFetchState = exports.fetchTransactionCategorizationSuccess = exports.updateTotalCountForTransactionCategorization = exports.setAllItemsToCategoryClassInLocalDataForCategorization = exports.updateSelectedCustomerForTransaction = exports.updateSelectedVendorForTransaction = exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = exports.markTransactionAsNotMiscategorized = exports.updateTransactionCategorizationSaveStatus = exports.updateCurrentSelectedTransactionCategorizationTab = exports.updateTransactionCategorization = exports.saveTransactionCategorization = exports.fetchTransactionCategorizationFailure = exports.saveTransactionCategorizationLocalData = exports.initializeTransactionCategorizationViewLocalData = exports.updateTransactionCategorizationUIState = exports.fetchTransactionCategorization = exports.initialState = exports.initialTransactionTabViewState = void 0;
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  const toolkit_1 = require("@reduxjs/toolkit");
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  const get_1 = __importDefault(require("lodash/get"));
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  const uniq_1 = __importDefault(require("lodash/uniq"));
@@ -48,40 +48,12 @@ exports.initialTransactionTabViewState = {
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  selectedTransactionLineId: undefined,
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  };
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  exports.initialState = {
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- autoCategorizedSubTabCache: {},
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  selectedTransactionCategorizationTab: 'review',
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- selectedTransactionCategorizationCompletedSubTab: 'all',
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  transactionCategorizationView: {
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  review: { ...exports.initialTransactionTabViewState },
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  autoCategorized: { ...exports.initialTransactionTabViewState },
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  },
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  };
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- /**
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- * Capture the autoCategorized tab's current paginated dataset for a sub-tab.
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- * The mid-flight `'In-Progress'` state is normalised to `'Completed'` because
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- * the in-flight request is cancelled by `switchMap` in the fetch epic when the
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- * sub-tab changes — restoring `'In-Progress'` later would leave the UI stuck
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- * showing a phantom loading state with no fetch actually running. Length-zero
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- * datasets degrade to `'Not-Started'` so the next visit triggers a fresh
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- * fetch from page 1 instead of short-circuiting on stale empty caches.
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- */
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- function snapshotAutoCategorizedTab(autoCat) {
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- const transactionIdsBySelectedPeriod = {
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- ...autoCat.transactionIdsBySelectedPeriod,
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- };
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- const hasAnyLoadedRows = Object.values(transactionIdsBySelectedPeriod).some((ids) => ids.length > 0);
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- let normalisedFetchState = autoCat.fetchState;
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- if (normalisedFetchState === 'In-Progress') {
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- normalisedFetchState = hasAnyLoadedRows ? 'Completed' : 'Not-Started';
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- }
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- return {
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- error: autoCat.error,
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- fetchState: normalisedFetchState,
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- pageToken: autoCat.uiState.pageToken,
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- totalCount: { ...autoCat.uiState.totalCount },
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- transactionIdsBySelectedPeriod,
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- };
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- }
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  const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
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  name: 'expenseAutomationTransactionsView',
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  initialState: exports.initialState,
@@ -295,48 +267,6 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
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  return { payload: { newSelectedTab } };
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  },
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  },
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- updateTransactionCategorizationCompletedSubTab: {
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- reducer(draft, action) {
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- const { newSubTab } = action.payload;
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- const previousSubTab = draft.selectedTransactionCategorizationCompletedSubTab;
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- if (previousSubTab === newSubTab) {
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- return;
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- }
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- const autoCat = draft.transactionCategorizationView.autoCategorized;
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- // Snapshot the outgoing sub-tab so a future revisit can short-circuit
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- // the fetch epic (mirrors the parent-tab "don't refetch what's
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- // already cached" behaviour). Period-scoped data is preserved as-is
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- // because the snapshot itself is keyed only by sub-tab; the active
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- // tab's per-period maps remain the source of truth while live.
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- draft.autoCategorizedSubTabCache[previousSubTab] =
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- snapshotAutoCategorizedTab(autoCat);
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- const cached = draft.autoCategorizedSubTabCache[newSubTab];
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- if (cached != null) {
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- autoCat.uiState.pageToken = cached.pageToken;
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- autoCat.uiState.totalCount = { ...cached.totalCount };
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- autoCat.transactionIdsBySelectedPeriod = {
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- ...cached.transactionIdsBySelectedPeriod,
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- };
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- autoCat.fetchState = cached.fetchState;
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- autoCat.error = cached.error;
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- }
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- else {
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- // Sub-tab has never been visited — clear the active slot so the
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- // view-epic's `fetchState === 'Not-Started' || transactionIds.length
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- // === 0` cache check falls through and triggers a fresh page-1
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- // fetch for the new dataset.
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- autoCat.uiState.pageToken = null;
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- autoCat.uiState.totalCount = {};
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- autoCat.transactionIdsBySelectedPeriod = {};
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- autoCat.fetchState = 'Not-Started';
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- autoCat.error = undefined;
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- }
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- draft.selectedTransactionCategorizationCompletedSubTab = newSubTab;
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- },
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- prepare(newSubTab) {
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- return { payload: { newSubTab } };
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- },
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- },
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  updateTransactionCategorization: {
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  reducer(draft, action) {
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  const selectedTab = action.payload.selectedTab;
@@ -880,5 +810,5 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
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  },
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  },
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  });
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- _a = expenseAutomationTransactionsView.actions, exports.fetchTransactionCategorization = _a.fetchTransactionCategorization, exports.updateTransactionCategorizationUIState = _a.updateTransactionCategorizationUIState, exports.initializeTransactionCategorizationViewLocalData = _a.initializeTransactionCategorizationViewLocalData, exports.saveTransactionCategorizationLocalData = _a.saveTransactionCategorizationLocalData, exports.fetchTransactionCategorizationFailure = _a.fetchTransactionCategorizationFailure, exports.saveTransactionCategorization = _a.saveTransactionCategorization, exports.updateTransactionCategorization = _a.updateTransactionCategorization, exports.updateCurrentSelectedTransactionCategorizationTab = _a.updateCurrentSelectedTransactionCategorizationTab, exports.updateTransactionCategorizationCompletedSubTab = _a.updateTransactionCategorizationCompletedSubTab, exports.updateTransactionCategorizationSaveStatus = _a.updateTransactionCategorizationSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = _a.updateStatusForTransactionNotMiscategorizedUpdateForCategorization, exports.updateSelectedVendorForTransaction = _a.updateSelectedVendorForTransaction, exports.updateSelectedCustomerForTransaction = _a.updateSelectedCustomerForTransaction, exports.setAllItemsToCategoryClassInLocalDataForCategorization = _a.setAllItemsToCategoryClassInLocalDataForCategorization, exports.updateTotalCountForTransactionCategorization = _a.updateTotalCountForTransactionCategorization, exports.fetchTransactionCategorizationSuccess = _a.fetchTransactionCategorizationSuccess, exports.resetOtherTabsFetchState = _a.resetOtherTabsFetchState, exports.fetchTransactionCategorizationView = _a.fetchTransactionCategorizationView, exports.updateSelectedCheckboxTransactionIds = _a.updateSelectedCheckboxTransactionIds, exports.clearExpenseAutomationTransactionsViewPerTabView = _a.clearExpenseAutomationTransactionsViewPerTabView, exports.clearExpenseAutomationTransactionsView = _a.clearExpenseAutomationTransactionsView, exports.setEntityRecommendationForLineIdsForCategorization = _a.setEntityRecommendationForLineIdsForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab, exports.updateTransactionCategorizationUploadReceiptState = _a.updateTransactionCategorizationUploadReceiptState, exports.uploadTransactionCategorizationReceiptSuccess = _a.uploadTransactionCategorizationReceiptSuccess;
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+ _a = expenseAutomationTransactionsView.actions, exports.fetchTransactionCategorization = _a.fetchTransactionCategorization, exports.updateTransactionCategorizationUIState = _a.updateTransactionCategorizationUIState, exports.initializeTransactionCategorizationViewLocalData = _a.initializeTransactionCategorizationViewLocalData, exports.saveTransactionCategorizationLocalData = _a.saveTransactionCategorizationLocalData, exports.fetchTransactionCategorizationFailure = _a.fetchTransactionCategorizationFailure, exports.saveTransactionCategorization = _a.saveTransactionCategorization, exports.updateTransactionCategorization = _a.updateTransactionCategorization, exports.updateCurrentSelectedTransactionCategorizationTab = _a.updateCurrentSelectedTransactionCategorizationTab, exports.updateTransactionCategorizationSaveStatus = _a.updateTransactionCategorizationSaveStatus, exports.markTransactionAsNotMiscategorized = _a.markTransactionAsNotMiscategorized, exports.updateStatusForTransactionNotMiscategorizedUpdateForCategorization = _a.updateStatusForTransactionNotMiscategorizedUpdateForCategorization, exports.updateSelectedVendorForTransaction = _a.updateSelectedVendorForTransaction, exports.updateSelectedCustomerForTransaction = _a.updateSelectedCustomerForTransaction, exports.setAllItemsToCategoryClassInLocalDataForCategorization = _a.setAllItemsToCategoryClassInLocalDataForCategorization, exports.updateTotalCountForTransactionCategorization = _a.updateTotalCountForTransactionCategorization, exports.fetchTransactionCategorizationSuccess = _a.fetchTransactionCategorizationSuccess, exports.resetOtherTabsFetchState = _a.resetOtherTabsFetchState, exports.fetchTransactionCategorizationView = _a.fetchTransactionCategorizationView, exports.updateSelectedCheckboxTransactionIds = _a.updateSelectedCheckboxTransactionIds, exports.clearExpenseAutomationTransactionsViewPerTabView = _a.clearExpenseAutomationTransactionsViewPerTabView, exports.clearExpenseAutomationTransactionsView = _a.clearExpenseAutomationTransactionsView, exports.setEntityRecommendationForLineIdsForCategorization = _a.setEntityRecommendationForLineIdsForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab, exports.updateTransactionCategorizationUploadReceiptState = _a.updateTransactionCategorizationUploadReceiptState, exports.uploadTransactionCategorizationReceiptSuccess = _a.uploadTransactionCategorizationReceiptSuccess;
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  exports.default = expenseAutomationTransactionsView.reducer;
@@ -2,8 +2,7 @@ import { CompletionStatusType, FetchStateAndError, ID } from '../../../commonSta
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  import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
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  import { SelectorView } from '../../../commonStateTypes/viewAndReport/viewAndReport';
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  import { SupportedTransaction } from '../../../entity/transaction/transactionState';
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- import type { CompletedSubTab } from '../types/completedSubTab';
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- import type { BatchFileStatus, BatchListItem, BatchStatus, BulkUploadPhase, BulkUploadResultsTab, BulkUploadSortKey, ManualSearchState, MatchSource, MissingReceiptsViewUIState } from '../types/missingReceiptsViewState';
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+ import type { BatchFileStatus, BatchListItem, BatchStatus, BulkUploadPhase, BulkUploadResultsTab, BulkUploadSortKey, CompletedSubTab, ManualSearchState, MatchSource, MissingReceiptsViewUIState } from '../types/missingReceiptsViewState';
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  export interface CompletedTransactionsSelectorData {
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  fetchState: FetchStateAndError;
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  nextPageToken: string | null;
@@ -7,7 +7,6 @@ import { ClassBase } from '../../../entity/class/classState';
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  import { SupportedTransactionWithCOT } from '../../../entity/transaction/transactionState';
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  import { UncategorizedAccounts } from '../../accountList/accountListSelector';
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  import { ProjectListSelectorView } from '../../projectList/projectListSelector';
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- import { CompletedSubTab } from '../types/completedSubTab';
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  import { TransactionReviewLocalData, TransactionsTab, TransactionsViewUIState } from '../types/transactionsViewState';
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  export interface TransactionReviewLocalDataSelectorView {
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  transactionId: ID;
@@ -26,7 +25,6 @@ export interface ExpenseAutomationTransactionViewSelector extends SelectorView {
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  refreshStatus: FetchStateAndError;
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  saveStatus: FetchStateAndError;
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  selectedCheckBoxTransactionIds: ID[];
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- selectedTransactionCategorizationCompletedSubTab: CompletedSubTab;
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  totalCountByTab: Record<TransactionsTab, number>;
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  transactionIdsWithUnsavedData: ID[];
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  transactionLocalData: TransactionReviewLocalDataSelectorView[];
@@ -16,7 +16,7 @@ const projectListSelector_1 = require("../../projectList/projectListSelector");
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  const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
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  function getExpenseAutomationTransactionView(state) {
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  const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, projectState, projectListState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
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- const { selectedTransactionCategorizationCompletedSubTab, selectedTransactionCategorizationTab, } = expenseAutomationTransactionsViewState;
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+ const { selectedTransactionCategorizationTab } = expenseAutomationTransactionsViewState;
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  const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, uploadReceiptStatusById, selectedTransactionId, selectedTransactionLineId, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
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  const uncategorizedIncomeExpense = (0, accountListSelector_1.getUncategorizedAccounts)(accountState, accountListState, 'accountList');
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  const accountList = (0, accountListSelector_1.getAccountList)(accountState, accountListState, 'accountList');
@@ -118,6 +118,5 @@ function getExpenseAutomationTransactionView(state) {
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  uploadReceiptStatusById,
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  selectedTransactionId,
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  selectedTransactionLineId,
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- selectedTransactionCategorizationCompletedSubTab,
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  };
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  }
@@ -1,7 +1,6 @@
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  import { FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
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  import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
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  import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
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- import { CompletedSubTab } from './completedSubTab';
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  export declare const toMissingReceiptsSortKey: (v: string) => "date" | "amount" | "vendor" | "category" | "class";
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  export type MissingReceiptsSortKey = ReturnType<typeof toMissingReceiptsSortKey>;
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  export interface MissingReceiptsViewUIState {
@@ -32,6 +31,8 @@ export declare const toBulkUploadResultsTab: (v: string) => "completed" | "unmat
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  export type BulkUploadResultsTab = ReturnType<typeof toBulkUploadResultsTab>;
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  export declare const toMissingReceiptsTab: (v: string) => "completed" | "unmatched" | "missing";
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  export type MissingReceiptsTab = ReturnType<typeof toMissingReceiptsTab>;
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+ export declare const toCompletedSubTab: (v: string) => "all" | "manual" | "ai_accountant";
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+ export type CompletedSubTab = ReturnType<typeof toCompletedSubTab>;
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  export declare const toMatchSource: (v: string) => "manual" | "ai";
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  export type MatchSource = ReturnType<typeof toMatchSource>;
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  export declare const toBulkUploadSortKey: (v: string) => "date" | "amount" | "vendor" | "category" | "class";
@@ -1,6 +1,6 @@
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  "use strict";
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  Object.defineProperty(exports, "__esModule", { value: true });
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- exports.toBulkUploadSortKey = exports.toMatchSource = exports.toMissingReceiptsTab = exports.toBulkUploadResultsTab = exports.toBulkUploadPhase = exports.toBatchFileStatus = exports.BATCH_FILE_STATUSES = exports.toBatchStatusValue = exports.MIN_MANUAL_TRANSACTION_SEARCH_LENGTH = exports.toMissingReceiptsSortKey = void 0;
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+ exports.toBulkUploadSortKey = exports.toMatchSource = exports.toCompletedSubTab = exports.toMissingReceiptsTab = exports.toBulkUploadResultsTab = exports.toBulkUploadPhase = exports.toBatchFileStatus = exports.BATCH_FILE_STATUSES = exports.toBatchStatusValue = exports.MIN_MANUAL_TRANSACTION_SEARCH_LENGTH = exports.toMissingReceiptsSortKey = void 0;
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  exports.isUnmatchedTabFileStatus = isUnmatchedTabFileStatus;
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  const stringToUnion_1 = require("../../../commonStateTypes/stringToUnion");
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  const MISSING_RECEIPTS_SORT_KEYS = [
@@ -49,6 +49,9 @@ exports.toBulkUploadResultsTab = toBulkUploadResultsTab;
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  const MISSING_RECEIPTS_TABS = ['missing', 'completed', 'unmatched'];
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  const toMissingReceiptsTab = (v) => (0, stringToUnion_1.stringToUnion)(v.trim().toLowerCase(), MISSING_RECEIPTS_TABS);
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  exports.toMissingReceiptsTab = toMissingReceiptsTab;
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+ const COMPLETED_SUB_TABS = ['all', 'ai_accountant', 'manual'];
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+ const toCompletedSubTab = (v) => (0, stringToUnion_1.stringToUnion)(v.trim().toLowerCase(), COMPLETED_SUB_TABS);
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+ exports.toCompletedSubTab = toCompletedSubTab;
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  const MATCH_SOURCES = ['ai', 'manual'];
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  const toMatchSource = (v) => (0, stringToUnion_1.stringToUnion)(v.trim().toLowerCase(), MATCH_SOURCES);
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  exports.toMatchSource = toMatchSource;
@@ -1,5 +1,5 @@
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  import { Amount } from '../../../commonStateTypes/amount';
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- import { FetchState, FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
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+ import { FetchStateAndError, FetchedState, ID } from '../../../commonStateTypes/common';
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  import { Recommendation, RecommendationWithCOT } from '../../../commonStateTypes/recommendationBase';
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  import { SortOrder } from '../../../commonStateTypes/selectorTypes/sortOrderTypes';
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  import { MonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
@@ -13,11 +13,9 @@ import { TransactionID } from '../../../entity/transaction/stateTypes/transactio
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  import { BillableStatus, CategorizationStatusType, PlatformLineDetailType, ProductOrService, TransactionLineBase } from '../../../entity/transaction/stateTypes/transactionLine';
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  import { TransactionCategory, TransactionType } from '../../../entity/transaction/stateTypes/transactionType';
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  import { VendorBase } from '../../../entity/vendor/vendorState';
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- import { ZeniAPIStatus } from '../../../responsePayload';
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  import { ZeniDate } from '../../../zeniDayJS';
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  import { EntityRecommendationKey } from '../../recommendation/recommendationState';
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  import { TransactionDetailKey } from '../../transactionDetail/transactionDetailState';
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- import { CompletedSubTab } from './completedSubTab';
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  export declare const toTransactionsSortKey: (v: string) => "date" | "amount" | "vendor" | "project" | "category" | "class" | "payment_account" | "transaction_type" | "memo_and_receipt";
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  export type TransactionsSortKey = ReturnType<typeof toTransactionsSortKey>;
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  export declare const TRANSACTIONS_TABS: readonly ["review", "autoCategorized"];
@@ -105,31 +103,7 @@ export interface TransactionsTabViewState extends FetchedState {
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  selectedTransactionId?: ID;
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  selectedTransactionLineId?: ID;
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  }
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- /**
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- * Snapshot of the autoCategorized tab's paginated dataset for a single
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- * Completed sub-tab. Stored in {@link TransactionsViewState.autoCategorizedSubTabCache}
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- * so revisiting an already-loaded sub-tab can short-circuit the fetch epic
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- * (mirrors parent-tab caching). The snapshot is period-spanning — both the
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- * `totalCount` map and `transactionIdsBySelectedPeriod` map preserve every
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- * period the user has paged through under that sub-tab.
115
- */
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- export interface AutoCategorizedSubTabSnapshot {
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- error: ZeniAPIStatus | undefined;
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- fetchState: FetchState;
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- pageToken: PageToken;
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- totalCount: Record<MonthYearPeriodId, number>;
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- transactionIdsBySelectedPeriod: Record<MonthYearPeriodId, ID[]>;
122
- }
123
106
  export type TransactionsViewState = {
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- /**
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- * Per-sub-tab snapshot cache for the Completed (autoCategorized) tab. Keyed
126
- * by {@link CompletedSubTab}. Populated as the user navigates between
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- * sub-tabs and consulted on every switch — the active autoCategorized slot
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- * is restored from here when a snapshot exists, otherwise it is reset and
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- * the fetch epic loads page 1 fresh.
130
- */
131
- autoCategorizedSubTabCache: Partial<Record<CompletedSubTab, AutoCategorizedSubTabSnapshot>>;
132
- selectedTransactionCategorizationCompletedSubTab: CompletedSubTab;
133
107
  selectedTransactionCategorizationTab: TransactionsTab;
134
108
  transactionCategorizationView: Record<TransactionsTab, TransactionsTabViewState>;
135
109
  };
@@ -0,0 +1,73 @@
1
+ import { Amount } from '../../commonStateTypes/amount';
2
+ import { SortOrder } from '../../commonStateTypes/selectorTypes/sortOrderTypes';
3
+ import { JournalEntryTransactionLine, Line, TransactionLineBase } from '../../entity/transaction/stateTypes/transactionLine';
4
+ /**
5
+ * View-model helpers for the new Journal Entry table view (see
6
+ * web-components `journalEntryTable`). Keeps presentation-agnostic
7
+ * logic — totals, sort, line-filter — colocated in epic-state so it
8
+ * is testable and reusable.
9
+ */
10
+ export declare const JOURNAL_ENTRY_SORT_KEYS: readonly ["description", "name", "category", "class", "debit", "credit"];
11
+ export declare const toJournalEntrySortKey: (v: string) => "name" | "description" | "category" | "class" | "credit" | "debit";
12
+ export type JournalEntrySortKey = ReturnType<typeof toJournalEntrySortKey>;
13
+ export interface JournalEntryRowSortConfig {
14
+ sortKey: JournalEntrySortKey;
15
+ sortOrder: SortOrder;
16
+ }
17
+ export declare const journalEntryDefaultSortConfig: JournalEntryRowSortConfig;
18
+ type AmountBearer = Pick<TransactionLineBase, 'amount'>;
19
+ /**
20
+ * Sums the `amount.amount` field of every line and returns an `Amount`
21
+ * whose currencyCode/currencySymbol are taken from the first line.
22
+ * Returns `undefined` for an empty list.
23
+ *
24
+ * Mirrors legacy `calculateTotal` in
25
+ * `web-components/src/components/transactionDetail/items/TransactionLinesJournalEntry.tsx`
26
+ * but without the `Object.assign` ceremony and with stable currency carry-over.
27
+ */
28
+ export declare const sumJournalEntryAmounts: (lines: ReadonlyArray<AmountBearer>) => Amount | undefined;
29
+ /**
30
+ * Splits `lines` by `postingType` into debit/credit totals.
31
+ *
32
+ * Fixes the operator-precedence bug from legacy
33
+ * `calculateCombinedTotalAmount` where
34
+ * `totalAmount?.amount ?? 0 + (...) + (...)` parses as
35
+ * `totalAmount?.amount ?? (0 + ... + ...)` so the `(...)`'s only get
36
+ * added when `totalAmount` is nullish. The new implementation just sums
37
+ * every debit (or credit) line including the un/miscategorized ones in
38
+ * one pass, so the result is always the true sum.
39
+ */
40
+ export declare const journalEntryTotalsByPostingSide: (lines: ReadonlyArray<Pick<JournalEntryTransactionLine, "amount" | "postingType">>) => {
41
+ creditTotal?: Amount;
42
+ debitTotal?: Amount;
43
+ };
44
+ /**
45
+ * Drops `linked_transaction_line` entries — equivalent to legacy
46
+ * `filterOutLinkedTransactionLine` in `transactionDetail.helpers.ts`.
47
+ */
48
+ export declare const filterJournalEntryLinesExcludingLinked: <T extends Pick<Line, "type">>(lines?: ReadonlyArray<T>) => T[];
49
+ /**
50
+ * Accessor functions resolve the sort value for each column from a
51
+ * line. The new table reads display-formatted values from the form
52
+ * (selected option label, entity name, etc.), so callers pass in
53
+ * accessors that match their `LineInfo` shape rather than baking the
54
+ * column-to-form-field mapping into epic-state.
55
+ */
56
+ export interface JournalEntrySortAccessors<T> {
57
+ category: (line: T) => string;
58
+ class: (line: T) => string;
59
+ credit: (line: T) => number;
60
+ debit: (line: T) => number;
61
+ description: (line: T) => string;
62
+ name: (line: T) => string;
63
+ }
64
+ /**
65
+ * Stable, accessor-driven sort over arbitrary line shapes. Lines that
66
+ * resolve to the same key value preserve their original relative order
67
+ * thanks to lodash's stable `orderBy`.
68
+ *
69
+ * Strings are lower-cased before comparison so the order is predictable
70
+ * across mixed-case data. Numbers (debit/credit) compare directly.
71
+ */
72
+ export declare const sortJournalEntryLines: <T>(lines: ReadonlyArray<T>, config: JournalEntryRowSortConfig, accessors: JournalEntrySortAccessors<T>) => T[];
73
+ export {};
@@ -0,0 +1,124 @@
1
+ "use strict";
2
+ var __importDefault = (this && this.__importDefault) || function (mod) {
3
+ return (mod && mod.__esModule) ? mod : { "default": mod };
4
+ };
5
+ Object.defineProperty(exports, "__esModule", { value: true });
6
+ exports.sortJournalEntryLines = exports.filterJournalEntryLinesExcludingLinked = exports.journalEntryTotalsByPostingSide = exports.sumJournalEntryAmounts = exports.journalEntryDefaultSortConfig = exports.toJournalEntrySortKey = exports.JOURNAL_ENTRY_SORT_KEYS = void 0;
7
+ const orderBy_1 = __importDefault(require("lodash/orderBy"));
8
+ const stringToUnion_1 = require("../../commonStateTypes/stringToUnion");
9
+ /**
10
+ * View-model helpers for the new Journal Entry table view (see
11
+ * web-components `journalEntryTable`). Keeps presentation-agnostic
12
+ * logic — totals, sort, line-filter — colocated in epic-state so it
13
+ * is testable and reusable.
14
+ */
15
+ // ---------------------------------------------------------------------------
16
+ // Sort keys
17
+ // ---------------------------------------------------------------------------
18
+ exports.JOURNAL_ENTRY_SORT_KEYS = [
19
+ 'description',
20
+ 'name',
21
+ 'category',
22
+ 'class',
23
+ 'debit',
24
+ 'credit',
25
+ ];
26
+ const toJournalEntrySortKey = (v) => (0, stringToUnion_1.stringToUnion)(v, exports.JOURNAL_ENTRY_SORT_KEYS);
27
+ exports.toJournalEntrySortKey = toJournalEntrySortKey;
28
+ exports.journalEntryDefaultSortConfig = {
29
+ sortKey: 'description',
30
+ sortOrder: 'ascending',
31
+ };
32
+ /**
33
+ * Sums the `amount.amount` field of every line and returns an `Amount`
34
+ * whose currencyCode/currencySymbol are taken from the first line.
35
+ * Returns `undefined` for an empty list.
36
+ *
37
+ * Mirrors legacy `calculateTotal` in
38
+ * `web-components/src/components/transactionDetail/items/TransactionLinesJournalEntry.tsx`
39
+ * but without the `Object.assign` ceremony and with stable currency carry-over.
40
+ */
41
+ const sumJournalEntryAmounts = (lines) => {
42
+ if (lines.length === 0) {
43
+ return undefined;
44
+ }
45
+ const first = lines[0].amount;
46
+ let total = 0;
47
+ for (const line of lines) {
48
+ total += line.amount?.amount ?? 0;
49
+ }
50
+ return {
51
+ amount: total,
52
+ currencyCode: first?.currencyCode ?? '',
53
+ currencySymbol: first?.currencySymbol ?? '',
54
+ };
55
+ };
56
+ exports.sumJournalEntryAmounts = sumJournalEntryAmounts;
57
+ /**
58
+ * Splits `lines` by `postingType` into debit/credit totals.
59
+ *
60
+ * Fixes the operator-precedence bug from legacy
61
+ * `calculateCombinedTotalAmount` where
62
+ * `totalAmount?.amount ?? 0 + (...) + (...)` parses as
63
+ * `totalAmount?.amount ?? (0 + ... + ...)` so the `(...)`'s only get
64
+ * added when `totalAmount` is nullish. The new implementation just sums
65
+ * every debit (or credit) line including the un/miscategorized ones in
66
+ * one pass, so the result is always the true sum.
67
+ */
68
+ const journalEntryTotalsByPostingSide = (lines) => {
69
+ const debitLines = [];
70
+ const creditLines = [];
71
+ for (const line of lines) {
72
+ if (line.postingType === 'debit') {
73
+ debitLines.push(line);
74
+ }
75
+ else if (line.postingType === 'credit') {
76
+ creditLines.push(line);
77
+ }
78
+ }
79
+ return {
80
+ debitTotal: (0, exports.sumJournalEntryAmounts)(debitLines),
81
+ creditTotal: (0, exports.sumJournalEntryAmounts)(creditLines),
82
+ };
83
+ };
84
+ exports.journalEntryTotalsByPostingSide = journalEntryTotalsByPostingSide;
85
+ // ---------------------------------------------------------------------------
86
+ // Filter
87
+ // ---------------------------------------------------------------------------
88
+ /**
89
+ * Drops `linked_transaction_line` entries — equivalent to legacy
90
+ * `filterOutLinkedTransactionLine` in `transactionDetail.helpers.ts`.
91
+ */
92
+ const filterJournalEntryLinesExcludingLinked = (lines) => lines?.filter((line) => line.type !== 'linked_transaction_line') ?? [];
93
+ exports.filterJournalEntryLinesExcludingLinked = filterJournalEntryLinesExcludingLinked;
94
+ const sortOrderToLodash = (sortOrder) => sortOrder === 'descending' ? 'desc' : 'asc';
95
+ /**
96
+ * Stable, accessor-driven sort over arbitrary line shapes. Lines that
97
+ * resolve to the same key value preserve their original relative order
98
+ * thanks to lodash's stable `orderBy`.
99
+ *
100
+ * Strings are lower-cased before comparison so the order is predictable
101
+ * across mixed-case data. Numbers (debit/credit) compare directly.
102
+ */
103
+ const sortJournalEntryLines = (lines, config, accessors) => {
104
+ const accessor = (line) => {
105
+ switch (config.sortKey) {
106
+ case 'description':
107
+ return accessors.description(line).toLowerCase();
108
+ case 'name':
109
+ return accessors.name(line).toLowerCase();
110
+ case 'category':
111
+ return accessors.category(line).toLowerCase();
112
+ case 'class':
113
+ return accessors.class(line).toLowerCase();
114
+ case 'debit':
115
+ return accessors.debit(line);
116
+ case 'credit':
117
+ return accessors.credit(line);
118
+ default:
119
+ return accessors.description(line).toLowerCase();
120
+ }
121
+ };
122
+ return (0, orderBy_1.default)([...lines], [accessor], [sortOrderToLodash(config.sortOrder)]);
123
+ };
124
+ exports.sortJournalEntryLines = sortJournalEntryLines;