@zeniai/client-epic-state 5.0.69-betaML1 → 5.0.69-betaML11

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Files changed (95) hide show
  1. package/lib/commonStateTypes/viewAndReport/viewAndReport.d.ts +2 -2
  2. package/lib/commonStateTypes/viewAndReport/viewAndReport.js +2 -0
  3. package/lib/entity/account/accountSelector.d.ts +9 -0
  4. package/lib/entity/account/accountSelector.js +14 -1
  5. package/lib/entity/account/accountState.d.ts +1 -1
  6. package/lib/entity/accountGroup/accountGroupState.d.ts +1 -1
  7. package/lib/entity/class/classReducer.d.ts +4 -4
  8. package/lib/entity/class/classState.d.ts +1 -1
  9. package/lib/entity/forecast/forecastState.d.ts +1 -1
  10. package/lib/entity/sectionAccountsView/sectionAccountsView.d.ts +1 -1
  11. package/lib/entity/sectionClassesViewV2/sectionClassesView.d.ts +1 -1
  12. package/lib/entity/sectionClassesViewV2/sectionClassesViewReducer.d.ts +2 -2
  13. package/lib/entity/sectionProjectView/sectionProjectView.d.ts +1 -1
  14. package/lib/entity/sectionProjectView/sectionProjectViewReducer.d.ts +2 -2
  15. package/lib/entity/snackbar/snackbarTypes.d.ts +1 -1
  16. package/lib/entity/snackbar/snackbarTypes.js +1 -0
  17. package/lib/entity/transaction/payloadTypes/transactionPayload.d.ts +4 -0
  18. package/lib/entity/transaction/payloadTypes/transactionPayload.js +20 -58
  19. package/lib/entity/transaction/stateTypes/transaction.d.ts +3 -0
  20. package/lib/epic.d.ts +3 -2
  21. package/lib/epic.js +3 -2
  22. package/lib/esm/commonStateTypes/viewAndReport/viewAndReport.js +2 -0
  23. package/lib/esm/entity/account/accountSelector.js +11 -0
  24. package/lib/esm/entity/snackbar/snackbarTypes.js +1 -0
  25. package/lib/esm/entity/transaction/payloadTypes/transactionPayload.js +20 -58
  26. package/lib/esm/epic.js +3 -2
  27. package/lib/esm/index.js +9 -8
  28. package/lib/esm/reducer.js +3 -0
  29. package/lib/esm/view/createTransferEntry/createTransferEntryReducer.js +56 -0
  30. package/lib/esm/view/createTransferEntry/createTransferEntrySelector.js +64 -0
  31. package/lib/esm/view/createTransferEntry/createTransferEntryState.js +17 -0
  32. package/lib/esm/view/createTransferEntry/epics/createTransferEntryEpic.js +112 -0
  33. package/lib/esm/view/createTransferEntry/epics/fetchTransferAccountsEpic.js +36 -0
  34. package/lib/esm/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationViewEpic.js +8 -0
  35. package/lib/esm/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js +1 -21
  36. package/lib/esm/view/expenseAutomationView/reducers/transactionsViewReducer.js +26 -117
  37. package/lib/esm/view/expenseAutomationView/selectors/transactionCategorizationSelector.js +9 -29
  38. package/lib/esm/view/recommendation/recommendationHelper.js +0 -29
  39. package/lib/esm/view/recommendation/recommendationReducer.js +1 -36
  40. package/lib/esm/view/transactionDetail/epics/transactionDetailEpic.js +14 -2
  41. package/lib/esm/view/transactionDetail/transactionDetailReducer.js +3 -110
  42. package/lib/esm/view/transactionDetail/transactionDetailSelector.js +6 -23
  43. package/lib/index.d.ts +9 -9
  44. package/lib/index.js +43 -36
  45. package/lib/reducer.d.ts +3 -0
  46. package/lib/reducer.js +3 -0
  47. package/lib/view/auditReportView/auditReportViewState.d.ts +1 -1
  48. package/lib/view/billPayCard/billPayCardSelector.d.ts +1 -1
  49. package/lib/view/cardBalance/cardBalanceSelector.d.ts +1 -1
  50. package/lib/view/cashBalance/cashBalanceSelector.d.ts +1 -1
  51. package/lib/view/cashInCashOut/cashInCashOutSelector.d.ts +1 -1
  52. package/lib/view/cashPosition/cashPositionSelector.d.ts +1 -1
  53. package/lib/view/createTransferEntry/createTransferEntryReducer.d.ts +32 -0
  54. package/lib/view/createTransferEntry/createTransferEntryReducer.js +60 -0
  55. package/lib/view/createTransferEntry/createTransferEntrySelector.d.ts +39 -0
  56. package/lib/view/createTransferEntry/createTransferEntrySelector.js +69 -0
  57. package/lib/view/createTransferEntry/createTransferEntryState.d.ts +30 -0
  58. package/lib/view/createTransferEntry/createTransferEntryState.js +20 -0
  59. package/lib/view/createTransferEntry/epics/createTransferEntryEpic.d.ts +11 -0
  60. package/lib/view/createTransferEntry/epics/createTransferEntryEpic.js +116 -0
  61. package/lib/view/createTransferEntry/epics/fetchTransferAccountsEpic.d.ts +14 -0
  62. package/lib/view/createTransferEntry/epics/fetchTransferAccountsEpic.js +40 -0
  63. package/lib/view/dashboard/dashboardReducer.d.ts +2 -2
  64. package/lib/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationViewEpic.d.ts +2 -1
  65. package/lib/view/expenseAutomationView/epics/transactionCategorization/fetchTransactionCategorizationViewEpic.js +8 -0
  66. package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts +1 -2
  67. package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js +2 -23
  68. package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.d.ts +4 -15
  69. package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.js +26 -117
  70. package/lib/view/expenseAutomationView/selectorTypes/transactionsViewSelectorTypes.d.ts +4 -3
  71. package/lib/view/expenseAutomationView/selectors/transactionCategorizationSelector.d.ts +1 -3
  72. package/lib/view/expenseAutomationView/selectors/transactionCategorizationSelector.js +11 -30
  73. package/lib/view/expenseAutomationView/types/transactionsViewState.d.ts +0 -1
  74. package/lib/view/financeStatement/financeStatementReducer.d.ts +1 -1
  75. package/lib/view/globalMerchantView/globalMerchantViewReducer.d.ts +2 -2
  76. package/lib/view/recommendation/recommendationHelper.d.ts +0 -9
  77. package/lib/view/recommendation/recommendationHelper.js +1 -31
  78. package/lib/view/recommendation/recommendationReducer.d.ts +1 -18
  79. package/lib/view/recommendation/recommendationReducer.js +2 -37
  80. package/lib/view/reimbursementCard/reimbursementCardSelector.d.ts +1 -1
  81. package/lib/view/reportsResync/reportsResyncReducer.d.ts +2 -2
  82. package/lib/view/tasksCard/tasksCardSelector.d.ts +1 -1
  83. package/lib/view/topEx/topExSelector.d.ts +1 -1
  84. package/lib/view/transactionDetail/epics/transactionDetailEpic.d.ts +2 -1
  85. package/lib/view/transactionDetail/epics/transactionDetailEpic.js +14 -2
  86. package/lib/view/transactionDetail/transactionDetailPayload.d.ts +1 -1
  87. package/lib/view/transactionDetail/transactionDetailReducer.d.ts +3 -12
  88. package/lib/view/transactionDetail/transactionDetailReducer.js +4 -111
  89. package/lib/view/transactionDetail/transactionDetailSelector.d.ts +6 -3
  90. package/lib/view/transactionDetail/transactionDetailSelector.js +7 -25
  91. package/lib/view/transactionDetail/transactionDetailTypes.d.ts +0 -1
  92. package/package.json +1 -1
  93. package/lib/esm/view/recommendation/fetchEntityRecommendationsForLineUpdateEpic.js +0 -87
  94. package/lib/view/recommendation/fetchEntityRecommendationsForLineUpdateEpic.d.ts +0 -9
  95. package/lib/view/recommendation/fetchEntityRecommendationsForLineUpdateEpic.js +0 -91
@@ -157,20 +157,7 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
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  uncategorizedAccounts: UncategorizedAccounts;
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  isAccountingClassesEnabled: boolean | undefined;
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  isUncategorizedExpenseCategoryEnabled: boolean | undefined;
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- }, "expenseAutomationTransactionsView/setEntityRecommendationForLineIdsForCategorization", never, never>, markCategoryClassRecommendationsInProgressForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: TransactionID, lineIds: string[]], {
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- selectedTab: "review" | "autoCategorized";
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- transactionId: TransactionID;
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- lineIds: string[];
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- }, "expenseAutomationTransactionsView/markCategoryClassRecommendationsInProgressForCategorization", never, never>, markCategoryClassRecommendationsCompletedForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: TransactionID, lineIds: string[]], {
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- selectedTab: "review" | "autoCategorized";
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- transactionId: TransactionID;
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- lineIds: string[];
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- }, "expenseAutomationTransactionsView/markCategoryClassRecommendationsCompletedForCategorization", never, never>, markCategoryClassRecommendationsFailureForCategorization: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: TransactionID, lineIds: string[], error: ZeniAPIStatus<Record<string, unknown>>], {
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- selectedTab: "review" | "autoCategorized";
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- transactionId: TransactionID;
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- lineIds: string[];
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- error: ZeniAPIStatus<Record<string, unknown>>;
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- }, "expenseAutomationTransactionsView/markCategoryClassRecommendationsFailureForCategorization", never, never>, updateSelectedTransactionId: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
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+ }, "expenseAutomationTransactionsView/setEntityRecommendationForLineIdsForCategorization", never, never>, updateSelectedTransactionId: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
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  lineId: ID;
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  selectedTab: TransactionsTab;
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  transactionId: ID;
@@ -183,7 +170,9 @@ export declare const fetchTransactionCategorization: import("@reduxjs/toolkit").
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  }, "expenseAutomationTransactionsView/syncTransactionCategorizationFromDetailSave", never, never>, backgroundRefetchReviewTab: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[period: TimePeriod, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
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  period: TimePeriod;
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  isUncategorizedExpenseCategoryEnabled: boolean | undefined;
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- }, "expenseAutomationTransactionsView/backgroundRefetchReviewTab", never, never>, updateTransactionCategorizationUploadReceiptState: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: string, fetchStatus: FetchStateAndError], {
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+ }, "expenseAutomationTransactionsView/backgroundRefetchReviewTab", never, never>, removeTransactionFromAllTabs: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[transactionId: string], {
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+ transactionId: string;
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+ }, "expenseAutomationTransactionsView/removeTransactionFromAllTabs", never, never>, updateTransactionCategorizationUploadReceiptState: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[selectedTab: "review" | "autoCategorized", transactionId: string, fetchStatus: FetchStateAndError], {
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  selectedTab: "review" | "autoCategorized";
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  transactionId: string;
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  fetchStatus: FetchStateAndError;
@@ -4,7 +4,7 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
4
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  };
5
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  var _a;
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  Object.defineProperty(exports, "__esModule", { value: true });
7
- exports.uploadTransactionCategorizationReceiptSuccess = exports.updateTransactionCategorizationUploadReceiptState = exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.markCategoryClassRecommendationsFailureForCategorization = exports.markCategoryClassRecommendationsCompletedForCategorization = exports.markCategoryClassRecommendationsInProgressForCategorization = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.resetOtherTabsFetchState = exports.fetchTransactionCategorizationSuccess = exports.updateParentTotalCountForTab = 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;
7
+ exports.uploadTransactionCategorizationReceiptSuccess = exports.updateTransactionCategorizationUploadReceiptState = exports.removeTransactionFromAllTabs = exports.backgroundRefetchReviewTab = exports.syncTransactionCategorizationFromDetailSave = exports.updateSelectedTransactionId = exports.setEntityRecommendationForLineIdsForCategorization = exports.clearExpenseAutomationTransactionsView = exports.clearExpenseAutomationTransactionsViewPerTabView = exports.updateSelectedCheckboxTransactionIds = exports.fetchTransactionCategorizationView = exports.resetOtherTabsFetchState = exports.fetchTransactionCategorizationSuccess = exports.updateParentTotalCountForTab = 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;
8
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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"));
@@ -12,6 +12,7 @@ const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
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  const vendorTransaction_1 = require("../../../entity/transaction/stateTypes/vendorTransaction");
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  const transactionCategorizationLocalDataHelper_1 = require("../helpers/transactionCategorizationLocalDataHelper");
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  const completedSubTab_1 = require("../types/completedSubTab");
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+ const transactionsViewState_1 = require("../types/transactionsViewState");
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  exports.initialTransactionTabViewState = {
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  saveStatus: {
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  fetchState: 'Not-Started',
@@ -427,9 +428,12 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
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  const selectedCheckBoxTransactionIds = draft.transactionCategorizationView[selectedTab]
428
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  .selectedCheckBoxTransactionIds;
429
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  if (selectedTransaction != null &&
430
- (0, transactionCategorizationLocalDataHelper_1.shouldAutoSelectAndAdd)(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
431
+ (0, transactionCategorizationLocalDataHelper_1.checkIfAllLineItemsAreCategoryClassFilled)(selectedTransaction, newTransactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) === true && // check if all line items are filled
432
+ selectedCheckBoxTransactionIds.length < transactionCategorizationLocalDataHelper_1.MAX_SELECTION_LIMIT &&
433
+ selectedCheckBoxTransactionIds.includes(transactionId) === false) {
431
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  draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
432
- ...selectedCheckBoxTransactionIds,
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+ ...draft.transactionCategorizationView[selectedTab]
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+ .selectedCheckBoxTransactionIds,
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  transactionId,
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  ];
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  }
@@ -512,26 +516,9 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
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  const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
513
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  .transactionReviewLocalDataById, transactionId.id, undefined);
514
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  if (transactionLocalData != null) {
515
- const newLocalData = (0, transactionCategorizationLocalDataHelper_1.setEntityRecommendationForLineIdInLocalData)(draft.transactionCategorizationView[selectedTab], transaction, transactionLocalData.transactionReviewLocalData, entity, lineIds, uncategorizedAccounts, action.payload.recommendationWithCOTByLineId, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled);
516
- // Release the per-line fetch flag for every line this fetch
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- // covered. Done in-place on the freshly returned local data
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- // (the helper produces a new mutable object), before we write
519
- // it back to the draft.
520
- lineIds.forEach((lineId) => {
521
- const lineItem = newLocalData.lineItemById[lineId];
522
- if (lineItem != null) {
523
- newLocalData.lineItemById[lineId] = {
524
- ...lineItem,
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- categoryClassRecommendationsFetchState: {
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- fetchState: 'Completed',
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- error: undefined,
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- },
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- };
530
- }
531
- });
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  draft.transactionCategorizationView[selectedTab].transactionReviewLocalDataById[transaction.id] = {
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  transactionId: transaction.id,
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- transactionReviewLocalData: newLocalData,
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+ transactionReviewLocalData: (0, transactionCategorizationLocalDataHelper_1.setEntityRecommendationForLineIdInLocalData)(draft.transactionCategorizationView[selectedTab], transaction, transactionLocalData.transactionReviewLocalData, entity, lineIds, uncategorizedAccounts, action.payload.recommendationWithCOTByLineId, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled),
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  };
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  // Mark transaction as dirty (autofill happened)
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  if (!draft.transactionCategorizationView[selectedTab].transactionIdsWithUnsavedData.includes(transaction.id)) {
@@ -544,99 +531,6 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
544
531
  }
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  },
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  },
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- // Start arm of the line-update recommendations fetch. Flips covered
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- // lines to In-Progress AND removes the transaction from
549
- // selectedCheckBoxTransactionIds — the row is unchecked + disabled
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- // until either the success arm (recheck if limit allows) or the
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- // failure arm releases the per-line flag.
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- markCategoryClassRecommendationsInProgressForCategorization: {
553
- reducer(draft, action) {
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- const { selectedTab, transactionId, lineIds } = action.payload;
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- const tab = draft.transactionCategorizationView[selectedTab];
556
- const transactionLocalData = (0, get_1.default)(tab.transactionReviewLocalDataById, transactionId.id, undefined);
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- if (transactionLocalData != null) {
558
- lineIds.forEach((lineId) => {
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- const lineItem = transactionLocalData.transactionReviewLocalData.lineItemById[lineId];
560
- if (lineItem != null) {
561
- transactionLocalData.transactionReviewLocalData.lineItemById[lineId] = {
562
- ...lineItem,
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- categoryClassRecommendationsFetchState: {
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- fetchState: 'In-Progress',
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- error: undefined,
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- },
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- };
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- }
569
- });
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- }
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- // Uncheck on fetch start: the row's existing category/class are
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- // stale after a payee change, so we drop the auto-selection until
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- // fresh recommendations land.
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- if (tab.selectedCheckBoxTransactionIds.includes(transactionId.id)) {
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- tab.selectedCheckBoxTransactionIds =
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- tab.selectedCheckBoxTransactionIds.filter((id) => id !== transactionId.id);
577
- }
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- },
579
- prepare(selectedTab, transactionId, lineIds) {
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- return { payload: { selectedTab, transactionId, lineIds } };
581
- },
582
- },
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- // Completed arm. Used by the epic when the HTTP call succeeds but the
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- // server returned no per-line recommendations — we still need to
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- // release the In-Progress flag so the skeleton resolves. Successful
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- // responses with recommendations go through
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- // setEntityRecommendationForLineIdsForCategorization instead (which
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- // also flips the lines to Completed).
589
- markCategoryClassRecommendationsCompletedForCategorization: {
590
- reducer(draft, action) {
591
- const { selectedTab, transactionId, lineIds } = action.payload;
592
- const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
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- .transactionReviewLocalDataById, transactionId.id, undefined);
594
- if (transactionLocalData != null) {
595
- lineIds.forEach((lineId) => {
596
- const lineItem = transactionLocalData.transactionReviewLocalData.lineItemById[lineId];
597
- if (lineItem != null) {
598
- transactionLocalData.transactionReviewLocalData.lineItemById[lineId] = {
599
- ...lineItem,
600
- categoryClassRecommendationsFetchState: {
601
- fetchState: 'Completed',
602
- error: undefined,
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- },
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- };
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- }
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- });
607
- }
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- },
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- prepare(selectedTab, transactionId, lineIds) {
610
- return { payload: { selectedTab, transactionId, lineIds } };
611
- },
612
- },
613
- // Failure arm. Flips covered lines to Error so the skeleton resolves
614
- // and downstream UI can react to the failure. The transaction stays
615
- // unchecked from the start-arm action.
616
- markCategoryClassRecommendationsFailureForCategorization: {
617
- reducer(draft, action) {
618
- const { selectedTab, transactionId, lineIds, error } = action.payload;
619
- const transactionLocalData = (0, get_1.default)(draft.transactionCategorizationView[selectedTab]
620
- .transactionReviewLocalDataById, transactionId.id, undefined);
621
- if (transactionLocalData != null) {
622
- lineIds.forEach((lineId) => {
623
- const lineItem = transactionLocalData.transactionReviewLocalData.lineItemById[lineId];
624
- if (lineItem != null) {
625
- transactionLocalData.transactionReviewLocalData.lineItemById[lineId] = {
626
- ...lineItem,
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- categoryClassRecommendationsFetchState: {
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- fetchState: 'Error',
629
- error,
630
- },
631
- };
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- }
633
- });
634
- }
635
- },
636
- prepare(selectedTab, transactionId, lineIds, error) {
637
- return { payload: { selectedTab, transactionId, lineIds, error } };
638
- },
639
- },
640
534
  fetchTransactionCategorizationSuccess(draft, action) {
641
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  const { selectedTab, refreshViewInBackground } = action.payload;
642
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  if (draft.transactionCategorizationView[selectedTab].fetchState ===
@@ -732,7 +626,9 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
732
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  .selectedCheckBoxTransactionIds;
733
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  if (newTransactionLocalData.customer != null &&
734
628
  newTransactionLocalData.customer.id != null &&
735
- (0, transactionCategorizationLocalDataHelper_1.shouldAutoSelectAndAdd)(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
629
+ (0, transactionCategorizationLocalDataHelper_1.checkIfAllLineItemsAreCategoryClassFilled)(selectedTransaction, newTransactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) === true && // check if all line items are filled
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+ selectedCheckBoxTransactionIds.length < transactionCategorizationLocalDataHelper_1.MAX_SELECTION_LIMIT &&
631
+ selectedCheckBoxTransactionIds.includes(transactionId) === false) {
736
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  draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
737
633
  ...selectedCheckBoxTransactionIds,
738
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  transactionId,
@@ -806,7 +702,9 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
806
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  .selectedCheckBoxTransactionIds;
807
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  if (newTransactionLocalData.vendor != null &&
808
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  newTransactionLocalData.vendor.id != null &&
809
- (0, transactionCategorizationLocalDataHelper_1.shouldAutoSelectAndAdd)(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
705
+ (0, transactionCategorizationLocalDataHelper_1.checkIfAllLineItemsAreCategoryClassFilled)(selectedTransaction, newTransactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) === true && // check if all line items are filled
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+ selectedCheckBoxTransactionIds.length < transactionCategorizationLocalDataHelper_1.MAX_SELECTION_LIMIT &&
707
+ selectedCheckBoxTransactionIds.includes(transactionId) === false) {
810
708
  draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
811
709
  ...selectedCheckBoxTransactionIds,
812
710
  transactionId,
@@ -1037,7 +935,18 @@ const expenseAutomationTransactionsView = (0, toolkit_1.createSlice)({
1037
935
  };
1038
936
  },
1039
937
  },
938
+ removeTransactionFromAllTabs: {
939
+ prepare(transactionId) {
940
+ return { payload: { transactionId } };
941
+ },
942
+ reducer(draft, action) {
943
+ const { transactionId } = action.payload;
944
+ for (const tab of transactionsViewState_1.TRANSACTIONS_TABS) {
945
+ (0, transactionCategorizationLocalDataHelper_1.removeTransactionFromTabView)(draft.transactionCategorizationView[tab], transactionId);
946
+ }
947
+ },
948
+ },
1040
949
  },
1041
950
  });
1042
- _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.updateParentTotalCountForTab = _a.updateParentTotalCountForTab, 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.markCategoryClassRecommendationsInProgressForCategorization = _a.markCategoryClassRecommendationsInProgressForCategorization, exports.markCategoryClassRecommendationsCompletedForCategorization = _a.markCategoryClassRecommendationsCompletedForCategorization, exports.markCategoryClassRecommendationsFailureForCategorization = _a.markCategoryClassRecommendationsFailureForCategorization, exports.updateSelectedTransactionId = _a.updateSelectedTransactionId, exports.syncTransactionCategorizationFromDetailSave = _a.syncTransactionCategorizationFromDetailSave, exports.backgroundRefetchReviewTab = _a.backgroundRefetchReviewTab, exports.updateTransactionCategorizationUploadReceiptState = _a.updateTransactionCategorizationUploadReceiptState, exports.uploadTransactionCategorizationReceiptSuccess = _a.uploadTransactionCategorizationReceiptSuccess;
951
+ _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.updateParentTotalCountForTab = _a.updateParentTotalCountForTab, 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.removeTransactionFromAllTabs = _a.removeTransactionFromAllTabs, exports.updateTransactionCategorizationUploadReceiptState = _a.updateTransactionCategorizationUploadReceiptState, exports.uploadTransactionCategorizationReceiptSuccess = _a.uploadTransactionCategorizationReceiptSuccess;
1043
952
  exports.default = expenseAutomationTransactionsView.reducer;
@@ -1,6 +1,6 @@
1
1
  import { NestedAccountHierarchyForReport } from '../../../commonStateTypes/accountView/nestedAccountID';
2
2
  import { NestedClassHierarchyForReport } from '../../../commonStateTypes/classesView/nestedClassID';
3
- import { CompletionStatusType, FetchStateAndError, ID } from '../../../commonStateTypes/common';
3
+ import { CompletionStatusType, FetchState, FetchStateAndError, ID } from '../../../commonStateTypes/common';
4
4
  import { SelectorView } from '../../../commonStateTypes/viewAndReport/viewAndReport';
5
5
  import { AccountBase } from '../../../entity/account/accountState';
6
6
  import { ClassBase } from '../../../entity/class/classState';
@@ -19,9 +19,9 @@ export interface ExpenseAutomationTransactionViewSelector extends SelectorView {
19
19
  classHierarchyList: NestedClassHierarchyForReport[];
20
20
  classList: ClassBase[];
21
21
  completionStatus: CompletionStatusType;
22
+ createTransferEntryStatus: FetchState;
23
+ creditCardTransferAccountsList: AccountBase[];
22
24
  fetchStateByTransactionTabs: Record<TransactionsTab, FetchStateAndError>;
23
- hasInFlightCategoryClassRecommendations: boolean;
24
- inFlightCategoryClassRecommendationsByTransactionId: Record<ID, boolean>;
25
25
  isAccountingProjectsEnabled: boolean;
26
26
  markAsNotMiscategorizedStatus: FetchStateAndError;
27
27
  /**
@@ -45,6 +45,7 @@ export interface ExpenseAutomationTransactionViewSelector extends SelectorView {
45
45
  transactionIdsWithUnsavedData: ID[];
46
46
  transactionLocalData: TransactionReviewLocalDataSelectorView[];
47
47
  transactions: SupportedTransactionWithCOT[];
48
+ transferAccounts: AccountBase[];
48
49
  uiState: TransactionsViewUIState;
49
50
  uncategorizedAccounts: UncategorizedAccounts;
50
51
  uploadReceiptStatusById: Record<ID, FetchStateAndError>;
@@ -1,6 +1,4 @@
1
- import { ID } from '../../../commonStateTypes/common';
2
1
  import { RootState } from '../../../reducer';
3
2
  import { ExpenseAutomationTransactionViewSelector } from '../selectorTypes/transactionsViewSelectorTypes';
4
- export declare const getCategorizationInFlightRecommendationsByTransactionId: (state: RootState) => Record<ID, boolean>;
5
- export declare const getCategorizationHasInFlightRecommendations: (state: RootState) => boolean;
3
+ export { getLastTransferEntryReplacement } from '../../createTransferEntry/createTransferEntrySelector';
6
4
  export declare function getExpenseAutomationTransactionView(state: RootState): ExpenseAutomationTransactionViewSelector;
@@ -3,9 +3,8 @@ var __importDefault = (this && this.__importDefault) || function (mod) {
3
3
  return (mod && mod.__esModule) ? mod : { "default": mod };
4
4
  };
5
5
  Object.defineProperty(exports, "__esModule", { value: true });
6
- exports.getCategorizationHasInFlightRecommendations = exports.getCategorizationInFlightRecommendationsByTransactionId = void 0;
6
+ exports.getLastTransferEntryReplacement = void 0;
7
7
  exports.getExpenseAutomationTransactionView = getExpenseAutomationTransactionView;
8
- const toolkit_1 = require("@reduxjs/toolkit");
9
8
  const omit_1 = __importDefault(require("lodash/omit"));
10
9
  const reduceFetchState_1 = require("../../../commonStateTypes/reduceFetchState");
11
10
  const timePeriod_1 = require("../../../commonStateTypes/timePeriod");
@@ -14,33 +13,15 @@ const transactionHelper_1 = require("../../../entity/transaction/transactionHelp
14
13
  const transactionSelector_1 = require("../../../entity/transaction/transactionSelector");
15
14
  const accountListSelector_1 = require("../../accountList/accountListSelector");
16
15
  const classListSelector_1 = require("../../classList/classListSelector");
16
+ const createTransferEntrySelector_1 = require("../../createTransferEntry/createTransferEntrySelector");
17
17
  const projectListSelector_1 = require("../../projectList/projectListSelector");
18
18
  const expenseAutomationViewSelectorTypes_1 = require("../selectorTypes/expenseAutomationViewSelectorTypes");
19
- // Per-transaction "any line is fetching category/class recommendations?"
20
- // map for the active categorization tab. Memoized on the active tab's
21
- // transactionReviewLocalDataById reference, so steady state (no fetches
22
- // in flight) recomputes only when local data changes and the row-table
23
- // can read a single map lookup per row instead of re-iterating the
24
- // row's lineItemById in the render path.
25
- exports.getCategorizationInFlightRecommendationsByTransactionId = (0, toolkit_1.createSelector)((state) => state.expenseAutomationTransactionsViewState
26
- .selectedTransactionCategorizationTab, (state) => state.expenseAutomationTransactionsViewState
27
- .transactionCategorizationView, (selectedTab, transactionCategorizationView) => {
28
- const tab = transactionCategorizationView[selectedTab];
29
- const result = {};
30
- for (const [transactionId, data] of Object.entries(tab.transactionReviewLocalDataById)) {
31
- const lineItems = Object.values(data.transactionReviewLocalData.lineItemById);
32
- if (lineItems.some((lineItem) => lineItem.categoryClassRecommendationsFetchState?.fetchState ===
33
- 'In-Progress')) {
34
- result[transactionId] = true;
35
- }
36
- }
37
- return result;
38
- });
39
- // Page-level "any line on the active tab is in flight?" flag. Drives the
40
- // list-page Save disable.
41
- exports.getCategorizationHasInFlightRecommendations = (0, toolkit_1.createSelector)(exports.getCategorizationInFlightRecommendationsByTransactionId, (inFlightByTransactionId) => Object.keys(inFlightByTransactionId).length > 0);
19
+ // Re-exported here for back-compat. New code should import from
20
+ // `view/createTransferEntry/createTransferEntrySelector`.
21
+ var createTransferEntrySelector_2 = require("../../createTransferEntry/createTransferEntrySelector");
22
+ Object.defineProperty(exports, "getLastTransferEntryReplacement", { enumerable: true, get: function () { return createTransferEntrySelector_2.getLastTransferEntryReplacement; } });
42
23
  function getExpenseAutomationTransactionView(state) {
43
- const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, projectState, projectListState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
24
+ const { accountState, classState, classListState, accountListState, createTransferEntryState, expenseAutomationTransactionsViewState, expenseAutomationViewState, projectState, projectListState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
44
25
  const { selectedTransactionCategorizationCompletedSubTab, selectedTransactionCategorizationTab, } = expenseAutomationTransactionsViewState;
45
26
  const { uiState, refreshStatus, saveStatus, markAsNotMiscategorizedStatus, transactionIdsBySelectedPeriod, transactionReviewLocalDataById, selectedCheckBoxTransactionIds, transactionIdsWithUnsavedData, uploadReceiptStatusById, selectedTransactionId, selectedTransactionLineId, } = expenseAutomationTransactionsViewState.transactionCategorizationView[selectedTransactionCategorizationTab];
46
27
  const uncategorizedIncomeExpense = (0, accountListSelector_1.getUncategorizedAccounts)(accountState, accountListState, 'accountList');
@@ -134,8 +115,7 @@ function getExpenseAutomationTransactionView(state) {
134
115
  : [];
135
116
  const transactionCompletionStatus = allSteps.find((step) => step.step === 'transaction_categorization')?.completionStatus;
136
117
  const completionStatus = transactionCompletionStatus ?? 'incomplete';
137
- const inFlightCategoryClassRecommendationsByTransactionId = (0, exports.getCategorizationInFlightRecommendationsByTransactionId)(state);
138
- const hasInFlightCategoryClassRecommendations = (0, exports.getCategorizationHasInFlightRecommendations)(state);
118
+ const { transferAccountsList, creditCardTransferAccountsList } = (0, createTransferEntrySelector_1.getResolvedTransferAccounts)(state);
139
119
  return {
140
120
  version: 0,
141
121
  fetchState: fetchStatus.fetchState,
@@ -149,8 +129,6 @@ function getExpenseAutomationTransactionView(state) {
149
129
  classList: allClasses,
150
130
  accountsHierarchyList,
151
131
  classHierarchyList,
152
- hasInFlightCategoryClassRecommendations,
153
- inFlightCategoryClassRecommendationsByTransactionId,
154
132
  isAccountingProjectsEnabled,
155
133
  projectList,
156
134
  transactionLocalData,
@@ -158,6 +136,7 @@ function getExpenseAutomationTransactionView(state) {
158
136
  refreshStatus,
159
137
  saveStatus,
160
138
  markAsNotMiscategorizedStatus,
139
+ createTransferEntryStatus: createTransferEntryState.createTransferEntryStatus,
161
140
  completionStatus,
162
141
  totalCountByTab,
163
142
  parentTabTotalCountByTab,
@@ -165,6 +144,8 @@ function getExpenseAutomationTransactionView(state) {
165
144
  uploadReceiptStatusById,
166
145
  selectedTransactionId,
167
146
  selectedTransactionLineId,
147
+ creditCardTransferAccountsList,
148
+ transferAccounts: transferAccountsList,
168
149
  selectedTransactionCategorizationCompletedSubTab,
169
150
  };
170
151
  }
@@ -48,7 +48,6 @@ export interface TransactionCategorizationLineItemData extends TransactionLineBa
48
48
  transactionId: ID;
49
49
  account?: AccountBase;
50
50
  categorizationStatus?: CategorizationStatusType;
51
- categoryClassRecommendationsFetchState?: FetchStateAndError;
52
51
  class?: ClassBase;
53
52
  customer?: CustomerBase;
54
53
  item?: ProductOrService;
@@ -17,7 +17,7 @@ export declare const fetchFinanceStatement: import("@reduxjs/toolkit").ActionCre
17
17
  firstMonthOfFY: Month;
18
18
  maxNumOfPeriodsToHighlight: number;
19
19
  thisPeriod: TimeframeTick;
20
- }, "financeStatement/updateFinanceStatementThisPeriod">, updateCOABalancesRange: import("@reduxjs/toolkit").ActionCreatorWithPayload<COABalancesRange, "financeStatement/updateCOABalancesRange">, updateSelectedReportId: import("@reduxjs/toolkit").ActionCreatorWithPayload<"cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation", "financeStatement/updateSelectedReportId">, updateFinanceStatementAdditionalBalancesSelection: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
20
+ }, "financeStatement/updateFinanceStatementThisPeriod">, updateCOABalancesRange: import("@reduxjs/toolkit").ActionCreatorWithPayload<COABalancesRange, "financeStatement/updateCOABalancesRange">, updateSelectedReportId: import("@reduxjs/toolkit").ActionCreatorWithPayload<"cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts", "financeStatement/updateSelectedReportId">, updateFinanceStatementAdditionalBalancesSelection: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
21
21
  additionalBalances: COABalanceType[];
22
22
  coaBalances: COABalance[];
23
23
  firstMonthOfFY: Month;
@@ -3,9 +3,9 @@ import { ZeniAPIStatus } from '../../responsePayload';
3
3
  import { VendorReviewViewAllRecommendationsPayload } from '../vendorReviewView/common/payload/commonTypes';
4
4
  import { GlobalMerchantViewState, GlobalRecommendationFetchSource, NewGlobalMerchantCurrentSelection } from './globalMerchantViewState';
5
5
  export declare const initialState: GlobalMerchantViewState;
6
- export declare const createGlobalMerchant: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[merchantId?: string | undefined, context?: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | undefined], {
6
+ export declare const createGlobalMerchant: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[merchantId?: string | undefined, context?: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts" | undefined], {
7
7
  merchantId: string | undefined;
8
- context: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | undefined;
8
+ context: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts" | undefined;
9
9
  }, "globalMerchantView/createGlobalMerchant", never, never>, createGlobalMerchantSuccess: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
10
10
  merchantId: ID;
11
11
  }, "globalMerchantView/createGlobalMerchantSuccess">, createGlobalMerchantFailure: import("@reduxjs/toolkit").ActionCreatorWithPayload<{
@@ -1,17 +1,8 @@
1
1
  import { RecommendationPayload, RecommendationPayloadWithCOT } from '../../commonPayloadTypes/recommendationPayload';
2
2
  import { ID } from '../../commonStateTypes/common';
3
3
  import { Recommendation, RecommendationWithCOT } from '../../commonStateTypes/recommendationBase';
4
- import { Entity } from '../../entity/genericEntity/entity';
5
4
  import { RecommendationByLineId, RecommendationWithCOTByLineId } from '../../entity/transaction/stateTypes/transaction';
6
- import { SupportedTransaction } from '../../entity/transaction/transactionState';
7
5
  export declare const getRecommendationFromRecommendationPayload: (payload: RecommendationPayload[]) => Recommendation[] | undefined;
8
6
  export declare const getRecommendationByLineIdFromRecommendationPayload: (recommendationPayload: RecommendationPayload[], lineIds: ID[]) => RecommendationByLineId | undefined;
9
7
  export declare const getRecommendationWithCOTFromRecommendationPayloadWithCOT: (payload: RecommendationPayloadWithCOT[]) => RecommendationWithCOT[] | undefined;
10
- export declare const buildRecommendationUrl: (accountMicroServiceBaseUrl: string, entity: Entity, amount: number, transactionDetails: {
11
- lineIds: ID[];
12
- transaction: SupportedTransaction;
13
- transactionId: {
14
- id: string;
15
- };
16
- }, isFetchCOT: boolean) => string;
17
8
  export declare const getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT: (recommendationPayload: RecommendationPayloadWithCOT[], lineIds: ID[]) => RecommendationWithCOTByLineId | undefined;
@@ -1,8 +1,7 @@
1
1
  "use strict";
2
2
  Object.defineProperty(exports, "__esModule", { value: true });
3
- exports.getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT = exports.buildRecommendationUrl = exports.getRecommendationWithCOTFromRecommendationPayloadWithCOT = exports.getRecommendationByLineIdFromRecommendationPayload = exports.getRecommendationFromRecommendationPayload = void 0;
3
+ exports.getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT = exports.getRecommendationWithCOTFromRecommendationPayloadWithCOT = exports.getRecommendationByLineIdFromRecommendationPayload = exports.getRecommendationFromRecommendationPayload = void 0;
4
4
  const transactionPayload_1 = require("../../entity/transaction/payloadTypes/transactionPayload");
5
- const transactionDetailState_1 = require("../transactionDetail/transactionDetailState");
6
5
  const getRecommendationFromRecommendationPayload = (payload) => {
7
6
  if (payload == null || payload.length === 0) {
8
7
  return undefined;
@@ -44,35 +43,6 @@ const getRecommendationWithCOTFromRecommendationPayloadWithCOT = (payload) => {
44
43
  return recommendations;
45
44
  };
46
45
  exports.getRecommendationWithCOTFromRecommendationPayloadWithCOT = getRecommendationWithCOTFromRecommendationPayloadWithCOT;
47
- // Pluralized URL segment for entity types. Mirrors the legacy
48
- // fetchEntityRecommendationsByTransactionIdEpic.toEntityTypeURL.
49
- const toEntityTypeUrlSegment = (entityType) => `${entityType}s`;
50
- // Build the recommendations URL for a single entity + transaction target.
51
- // Centralizes the URL shape so the legacy
52
- // fetchEntityRecommendationsByTransactionIdEpic and the new
53
- // fetchEntityRecommendationsForLineUpdateEpic stay in lockstep.
54
- const buildRecommendationUrl = (accountMicroServiceBaseUrl, entity, amount, transactionDetails, isFetchCOT) => {
55
- const entityQuery = {
56
- entity_name: entity.name,
57
- entity_type: entity.type,
58
- };
59
- // Entity-id-null case: server expects entity_name / entity_type query
60
- // instead of the {entityType}/{qboId}/recommendations path.
61
- if (entity.qboId === entity.name) {
62
- return `${accountMicroServiceBaseUrl}/1.0/recommendations?query=${encodeURIComponent(JSON.stringify(entityQuery))}`;
63
- }
64
- const query = {
65
- amount,
66
- transaction_id: (0, transactionDetailState_1.getActualTransactionID)(transactionDetails.transactionId.id),
67
- transaction_type: transactionDetails.transaction.type,
68
- line_ids: transactionDetails.lineIds,
69
- };
70
- if (isFetchCOT === true) {
71
- query.include_cot = true;
72
- }
73
- return `${accountMicroServiceBaseUrl}/1.0/${toEntityTypeUrlSegment(entity.type)}/${entity.qboId}/recommendations?query=${encodeURIComponent(JSON.stringify(query))}`;
74
- };
75
- exports.buildRecommendationUrl = buildRecommendationUrl;
76
46
  const getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT = (recommendationPayload, lineIds) => {
77
47
  if (recommendationPayload.length === 0) {
78
48
  return undefined;
@@ -5,7 +5,6 @@ import { TransactionID } from '../../entity/transaction/stateTypes/transaction';
5
5
  import { SupportedTransaction } from '../../entity/transaction/transactionState';
6
6
  import { ZeniAPIStatus } from '../../responsePayload';
7
7
  import { EntityRecommendationState } from './recommendationState';
8
- export type RecommendationLineUpdateFlowType = 'categorization' | 'detail';
9
8
  export declare const initialState: EntityRecommendationState;
10
9
  export declare const fetchEntityRecommendationsByTransactionId: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[entity: Entity, amount: number, transactionDetails: {
11
10
  lineIds: ID[];
@@ -23,23 +22,7 @@ export declare const fetchEntityRecommendationsByTransactionId: import("@reduxjs
23
22
  isTransactionCategorizationFlow: any;
24
23
  isFetchCOT: any;
25
24
  isUncategorizedExpenseCategoryEnabled: boolean | undefined;
26
- }, "recommendation/fetchEntityRecommendationsByTransactionId", never, never>, fetchEntityRecommendationsForLineUpdate: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[entity: Entity, amount: number, transactionDetails: {
27
- lineIds: ID[];
28
- transaction: SupportedTransaction;
29
- transactionId: TransactionID;
30
- }, flowType: RecommendationLineUpdateFlowType, selectedTab?: "review" | "autoCategorized" | undefined, isFetchCOT?: any, isUncategorizedExpenseCategoryEnabled?: boolean | undefined], {
31
- entity: Entity;
32
- amount: number;
33
- transactionDetails: {
34
- lineIds: ID[];
35
- transaction: SupportedTransaction;
36
- transactionId: TransactionID;
37
- };
38
- flowType: RecommendationLineUpdateFlowType;
39
- selectedTab: "review" | "autoCategorized" | undefined;
40
- isFetchCOT: any;
41
- isUncategorizedExpenseCategoryEnabled: boolean | undefined;
42
- }, "recommendation/fetchEntityRecommendationsForLineUpdate", never, never>, fetchRecommendationByEntityName: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[entityName: string, entityType: EntityType], {
25
+ }, "recommendation/fetchEntityRecommendationsByTransactionId", never, never>, fetchRecommendationByEntityName: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[entityName: string, entityType: EntityType], {
43
26
  entityName: string;
44
27
  entityType: EntityType;
45
28
  }, "recommendation/fetchRecommendationByEntityName", never, never>, fetchRecommendationByEntityId: import("@reduxjs/toolkit").ActionCreatorWithPreparedPayload<[entityId: string, entityType: EntityType], {
@@ -1,7 +1,7 @@
1
1
  "use strict";
2
2
  var _a;
3
3
  Object.defineProperty(exports, "__esModule", { value: true });
4
- exports.clearRecommendation = exports.indicateReadyToInitializeRecommendation = exports.updateRecommendationForEntityFailure = exports.updateRecommendationForEntity = exports.fetchRecommendationByEntityId = exports.fetchRecommendationByEntityName = exports.fetchEntityRecommendationsForLineUpdate = exports.fetchEntityRecommendationsByTransactionId = exports.initialState = void 0;
4
+ exports.clearRecommendation = exports.indicateReadyToInitializeRecommendation = exports.updateRecommendationForEntityFailure = exports.updateRecommendationForEntity = exports.fetchRecommendationByEntityId = exports.fetchRecommendationByEntityName = exports.fetchEntityRecommendationsByTransactionId = exports.initialState = void 0;
5
5
  const toolkit_1 = require("@reduxjs/toolkit");
6
6
  const recommendationState_1 = require("./recommendationState");
7
7
  exports.initialState = {
@@ -37,41 +37,6 @@ const recommendation = (0, toolkit_1.createSlice)({
37
37
  };
38
38
  },
39
39
  },
40
- // Targeted recommendations fetch fired when the user changes the
41
- // payee/customer on a single transaction line (or the JE sibling set
42
- // for that change). Routed by `fetchEntityRecommendationsForLineUpdateEpic`
43
- // which uses groupBy + switchMap to keep fetches for distinct targets
44
- // running in parallel while same-target re-fetches still cancel each
45
- // other. The flowType discriminator selects the categorization vs
46
- // detail slice for the per-line In-Progress / Completed / Error state.
47
- fetchEntityRecommendationsForLineUpdate: {
48
- reducer(draft, action) {
49
- const { entity } = action.payload;
50
- const key = (0, recommendationState_1.getEntityRecommendationKey)(entity.type, entity.id);
51
- // Unconditional flip to In-Progress; the previous variant only
52
- // seeded when missing, which left stale fetchStates when a prior
53
- // fetch had already populated the entity entry.
54
- draft.recommendationByEntity[key] = {
55
- ...(draft.recommendationByEntity[key] ??
56
- recommendationState_1.initialEntityRecommendationState),
57
- fetchState: 'In-Progress',
58
- error: undefined,
59
- };
60
- },
61
- prepare(entity, amount, transactionDetails, flowType, selectedTab, isFetchCOT = false, isUncategorizedExpenseCategoryEnabled) {
62
- return {
63
- payload: {
64
- entity,
65
- amount,
66
- transactionDetails,
67
- flowType,
68
- selectedTab,
69
- isFetchCOT,
70
- isUncategorizedExpenseCategoryEnabled,
71
- },
72
- };
73
- },
74
- },
75
40
  fetchRecommendationByEntityName: {
76
41
  reducer(draft, action) {
77
42
  const { entityName, entityType } = action.payload;
@@ -150,7 +115,7 @@ const recommendation = (0, toolkit_1.createSlice)({
150
115
  },
151
116
  },
152
117
  });
153
- _a = recommendation.actions, exports.fetchEntityRecommendationsByTransactionId = _a.fetchEntityRecommendationsByTransactionId, exports.fetchEntityRecommendationsForLineUpdate = _a.fetchEntityRecommendationsForLineUpdate, exports.fetchRecommendationByEntityName = _a.fetchRecommendationByEntityName, exports.fetchRecommendationByEntityId = _a.fetchRecommendationByEntityId, exports.updateRecommendationForEntity = _a.updateRecommendationForEntity, exports.updateRecommendationForEntityFailure = _a.updateRecommendationForEntityFailure, exports.indicateReadyToInitializeRecommendation = _a.indicateReadyToInitializeRecommendation, exports.clearRecommendation = _a.clearRecommendation;
118
+ _a = recommendation.actions, exports.fetchEntityRecommendationsByTransactionId = _a.fetchEntityRecommendationsByTransactionId, exports.fetchRecommendationByEntityName = _a.fetchRecommendationByEntityName, exports.fetchRecommendationByEntityId = _a.fetchRecommendationByEntityId, exports.updateRecommendationForEntity = _a.updateRecommendationForEntity, exports.updateRecommendationForEntityFailure = _a.updateRecommendationForEntityFailure, exports.indicateReadyToInitializeRecommendation = _a.indicateReadyToInitializeRecommendation, exports.clearRecommendation = _a.clearRecommendation;
154
119
  exports.default = recommendation.reducer;
155
120
  const doUpdateRecommendationForEntity = (draft, entityId, entityType, payload) => {
156
121
  const key = (0, recommendationState_1.getEntityRecommendationKey)(entityType, entityId);
@@ -1,6 +1,6 @@
1
1
  import { RootState } from '../../reducer';
2
2
  export declare const getReimbursementCardReport: (state: RootState) => {
3
- reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation";
3
+ reportId: "cash_balance" | "card_balance" | "expense_automation_card" | "operating_expenses" | "operating_expenses_by_classes" | "revenue" | "revenue_by_classes" | "net_burn_or_income" | "net_burn_or_income_story_card" | "net_burn_or_income_by_classes" | "cash_position" | "top_expenses" | "profit_and_loss" | "profit_and_loss_by_classes" | "profit_and_loss_by_projects" | "balance_sheet" | "cash_flow" | "dashboard" | "finance_statement" | "transaction_list_of_account" | "transaction_list_missing_receipt" | "transaction_list_of_account_by_class" | "transaction_list_of_account_by_project" | "transaction_detail" | "cash_in_cash_out" | "insights_dashboard" | "company_details" | "class_list" | "account_list" | "account_list_by_type" | "vendor" | "task_card" | "bill_pay" | "reimbursement" | "bill_pay_card" | "reimbursement_card" | "bill_pay_promo_card" | "zeni_accounts" | "zeni_accounts_promo_card" | "zeni_treasury" | "charge_cards" | "other_connection" | "reimbursement_promo_card" | "onboarding" | "operating_expenses_by_vendor" | "operating_expenses_by_vendor_summary" | "vendors_tab" | "accounts_payable_aging" | "accounts_receivable_aging" | "vendor_global_review" | "prepaid_expenses" | "fixed_assets" | "notification" | "rewards_card" | "billing" | "flux_analysis_operating_expense" | "account_reconciliation" | "zeni_credit_promo_card" | "treasury_promo_card" | "excluded_account_reconciliation" | "transfer_accounts" | "credit_card_transfer_accounts";
4
4
  reportTitle: string;
5
5
  version: string | number | undefined;
6
6
  fetchState: import("../..").FetchState;