@zeniai/client-epic-state 5.0.64-betaAR2 → 5.0.64-betaSS1

package/lib/esm/view/expenseAutomationView/transactionFilterHelpers.js

@@ -1,186 +0,0 @@
-export const TRANSACTION_FILTER_CATEGORIES = [
-    { value: 'payment_account_name', type: 'dropdown' },
-    { value: 'payment_account_type', type: 'dropdown' },
-    { value: 'payee', type: 'searchAutocomplete' },
-    { value: 'category', type: 'dropdown' },
-    { value: 'class', type: 'dropdown' },
-    { value: 'amount', type: 'numberRange' },
-];
-/**
- * Resolve the comparable value for a transaction against a given filter field.
- * Returns undefined when the transaction doesn't carry the field — callers
- * decide whether absence counts as a match (for 'not-equal' it does).
- */
-const getCategoryValueForTransaction = (key, transaction) => {
-    switch (key) {
-        case 'amount': {
-            // Prefer transactionLocalData line items (sum). Fall back to lines on
-            // the transaction itself. Final fallback: transaction-level amount.
-            const localDataForAmount = transaction.transactionLocalData?.transactionReviewLocalData;
-            if (localDataForAmount?.lineItemById) {
-                const lineItems = Object.values(localDataForAmount.lineItemById);
-                if (lineItems.length > 0) {
-                    return lineItems.reduce((sum, lineItem) => sum + (lineItem.amount?.amount ?? 0), 0);
-                }
-            }
-            if (transaction.transaction.lines &&
-                transaction.transaction.lines.length > 0) {
-                return transaction.transaction.lines.reduce((sum, line) => sum + (line.amount?.amount ?? 0), 0);
-            }
-            return transaction.amount.amount;
-        }
-        case 'payee': {
-            if (transaction.vendorName) {
-                return transaction.vendorName;
-            }
-            if (transaction.customerName) {
-                return transaction.customerName;
-            }
-            const localData = transaction.transactionLocalData?.transactionReviewLocalData;
-            if (localData?.vendor?.name) {
-                return localData.vendor.name;
-            }
-            if (localData?.customer?.name) {
-                return localData.customer.name;
-            }
-            return undefined;
-        }
-        case 'payment_account_name': {
-            // Match what TransactionCategorizationListRow renders for the cell.
-            return transaction.transaction.account?.accountName;
-        }
-        case 'payment_account_type': {
-            // Raw `paymentType` enum ("credit_card" / "check" / "cash"). Dropdown
-            // option values use the same enum; row uses `paymentTypeName` for the
-            // human label.
-            return transaction.transaction.paymentType;
-        }
-        case 'category': {
-            const localDataForCategory = transaction.transactionLocalData?.transactionReviewLocalData;
-            if (localDataForCategory) {
-                const firstLineItem = Object.values(localDataForCategory.lineItemById)[0];
-                if (firstLineItem?.account?.accountId) {
-                    return firstLineItem.account.accountId;
-                }
-                if (firstLineItem?.account?.qboId) {
-                    return firstLineItem.account.qboId;
-                }
-                if (firstLineItem?.account?.accountName) {
-                    return firstLineItem.account.accountName;
-                }
-            }
-            const firstLineForCategory = transaction.transaction.lines?.[0];
-            if (firstLineForCategory?.type ===
-                'transaction_with_account_and_class_line' ||
-                firstLineForCategory?.type ===
-                    'transaction_with_product_or_service_line' ||
-                firstLineForCategory?.type === 'journal_entry_transaction_line') {
-                const account = firstLineForCategory.account;
-                return account?.accountId ?? account?.qboId ?? account?.accountName;
-            }
-            return undefined;
-        }
-        case 'class': {
-            const localDataForClass = transaction.transactionLocalData?.transactionReviewLocalData;
-            if (localDataForClass) {
-                const firstLineItemForClass = Object.values(localDataForClass.lineItemById)[0];
-                if (firstLineItemForClass?.class?.classId) {
-                    return firstLineItemForClass.class.classId;
-                }
-                if (firstLineItemForClass?.class?.qboId) {
-                    return firstLineItemForClass.class.qboId;
-                }
-                if (firstLineItemForClass?.class?.className) {
-                    return firstLineItemForClass.class.className;
-                }
-            }
-            const firstLineForClass = transaction.transaction.lines?.[0];
-            if (firstLineForClass?.type === 'transaction_with_account_and_class_line' ||
-                firstLineForClass?.type ===
-                    'transaction_with_product_or_service_line' ||
-                firstLineForClass?.type === 'journal_entry_transaction_line') {
-                const classData = firstLineForClass.class;
-                return classData?.classId ?? classData?.qboId ?? classData?.className;
-            }
-            return undefined;
-        }
-        default:
-            return undefined;
-    }
-};
-/**
- * TC-only amount matcher. Supports all five operators TC defines, including
- * the legacy "1000<->5000" range-string form (kept for backward compatibility
- * with persisted filter state that may still contain that encoding).
- */
-const matchAmount = (amount, category) => {
-    const op = category.matchingOperator;
-    const values = category.values;
-    let matched = false;
-    if (op === 'in_between') {
-        if (values.length >= 2) {
-            const min = Number(values[0]);
-            const max = Number(values[1]);
-            matched = amount >= min && amount <= max;
-        }
-    }
-    else if (op === 'less_than') {
-        if (values.length >= 1) {
-            matched = amount < Number(values[0]);
-        }
-    }
-    else if (op === 'greater_than') {
-        if (values.length >= 1) {
-            matched = amount > Number(values[0]);
-        }
-    }
-    else if (op === 'equal' &&
-        values.length === 1 &&
-        String(values[0]).includes('<->')) {
-        // Backward compatibility: ["1000<->5000"] with matchingOperator "equal".
-        const parts = String(values[0]).split('<->');
-        matched =
-            amount >= Number(parts[0] ?? '') && amount <= Number(parts[1] ?? '');
-    }
-    else if (op === 'equal' && values.length === 1) {
-        matched = amount === Number(values[0]);
-    }
-    return op === 'not-equal' ? !matched : matched;
-};
-const transactionMatchesCategory = (transaction, category) => {
-    const value = getCategoryValueForTransaction(category.field, transaction);
-    if (value == null) {
-        // Absent values count as a match only under 'not-equal'.
-        return category.matchingOperator === 'not-equal';
-    }
-    if (category.field === 'amount') {
-        return matchAmount(Number(value), category);
-    }
-    const valueStr = value.toString();
-    const valueInList = category.values.some((v) => v.toString() === valueStr);
-    return category.matchingOperator === 'not-equal' ? !valueInList : valueInList;
-};
-/**
- * TC-only equivalent of `applyAdvancedFiltersOnList`. Filters a list of
- * `TransactionView` items against a `TransactionFilters` object using the
- * AND/OR combination semantics from `categoryCombinationOperator`.
- *
- * Independent of `view/spendManagement` — keeps the TC filter pipeline cleanly
- * inside the Expense Automation feature group.
- */
-export const applyTransactionFilters = (transactions, filters) => {
-    if (filters?.categories == null || filters.categories.length === 0) {
-        return transactions;
-    }
-    const activeCategories = filters.categories.filter((c) => c.field != null && c.values.length > 0);
-    if (activeCategories.length === 0) {
-        return transactions;
-    }
-    const op = filters.categoryCombinationOperator;
-    return transactions.filter((txn) => {
-        if (op === 'AND') {
-            return activeCategories.every((cat) => transactionMatchesCategory(txn, cat));
-        }
-        return activeCategories.some((cat) => transactionMatchesCategory(txn, cat));
-    });
-};