@zeniai/client-epic-state 5.0.71-betaML41 → 5.0.71-betaVR1

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Files changed (38) hide show
  1. package/lib/epic.d.ts +1 -2
  2. package/lib/epic.js +1 -2
  3. package/lib/esm/epic.js +1 -2
  4. package/lib/esm/index.js +6 -6
  5. package/lib/esm/view/expenseAutomationView/epics/missingReceipts/fetchMultipleBatchDetailsEpic.js +7 -1
  6. package/lib/esm/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js +1 -21
  7. package/lib/esm/view/expenseAutomationView/reducers/missingReceiptsViewReducer.js +9 -0
  8. package/lib/esm/view/expenseAutomationView/reducers/transactionsViewReducer.js +14 -117
  9. package/lib/esm/view/expenseAutomationView/selectors/transactionCategorizationSelector.js +0 -58
  10. package/lib/esm/view/recommendation/recommendationHelper.js +0 -29
  11. package/lib/esm/view/recommendation/recommendationReducer.js +1 -26
  12. package/lib/esm/view/transactionDetail/transactionDetailReducer.js +6 -121
  13. package/lib/esm/view/transactionDetail/transactionDetailSelector.js +0 -22
  14. package/lib/index.d.ts +6 -7
  15. package/lib/index.js +32 -35
  16. package/lib/view/expenseAutomationView/epics/missingReceipts/fetchMultipleBatchDetailsEpic.js +7 -1
  17. package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts +0 -1
  18. package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js +2 -23
  19. package/lib/view/expenseAutomationView/reducers/missingReceiptsViewReducer.js +9 -0
  20. package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.d.ts +1 -14
  21. package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.js +14 -117
  22. package/lib/view/expenseAutomationView/selectorTypes/transactionsViewSelectorTypes.d.ts +0 -2
  23. package/lib/view/expenseAutomationView/selectors/transactionCategorizationSelector.d.ts +0 -3
  24. package/lib/view/expenseAutomationView/selectors/transactionCategorizationSelector.js +0 -60
  25. package/lib/view/expenseAutomationView/types/transactionsViewState.d.ts +0 -1
  26. package/lib/view/recommendation/recommendationHelper.d.ts +0 -9
  27. package/lib/view/recommendation/recommendationHelper.js +1 -31
  28. package/lib/view/recommendation/recommendationReducer.d.ts +1 -20
  29. package/lib/view/recommendation/recommendationReducer.js +2 -27
  30. package/lib/view/transactionDetail/transactionDetailReducer.d.ts +1 -11
  31. package/lib/view/transactionDetail/transactionDetailReducer.js +7 -122
  32. package/lib/view/transactionDetail/transactionDetailSelector.d.ts +0 -2
  33. package/lib/view/transactionDetail/transactionDetailSelector.js +1 -24
  34. package/lib/view/transactionDetail/transactionDetailTypes.d.ts +0 -1
  35. package/package.json +2 -2
  36. package/lib/esm/view/recommendation/fetchEntityRecommendationsForLineUpdateEpic.js +0 -87
  37. package/lib/view/recommendation/fetchEntityRecommendationsForLineUpdateEpic.d.ts +0 -9
  38. package/lib/view/recommendation/fetchEntityRecommendationsForLineUpdateEpic.js +0 -91
@@ -3,7 +3,7 @@ import recordGet from 'lodash/get';
3
3
  import uniq from 'lodash/uniq';
4
4
  import { toMonthYearPeriodId, } from '../../../commonStateTypes/timePeriod';
5
5
  import { isVendorTransaction } from '../../../entity/transaction/stateTypes/vendorTransaction';
6
- import { filterAutoTabLineItems, mergeTabSpecificLineItems, removeTransactionFromTabView, setEntityRecommendationForLineIdInLocalData, shouldAutoSelectAndAdd, toSetAllLineItemsToCategoryClass, toTransactionDetailLocalData, } from '../helpers/transactionCategorizationLocalDataHelper';
6
+ import { MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, filterAutoTabLineItems, mergeTabSpecificLineItems, removeTransactionFromTabView, setEntityRecommendationForLineIdInLocalData, toSetAllLineItemsToCategoryClass, toTransactionDetailLocalData, } from '../helpers/transactionCategorizationLocalDataHelper';
7
7
  import { DEFAULT_COMPLETED_SUB_TAB, } from '../types/completedSubTab';
8
8
  export const initialTransactionTabViewState = {
9
9
  saveStatus: {
@@ -420,9 +420,12 @@ const expenseAutomationTransactionsView = createSlice({
420
420
  const selectedCheckBoxTransactionIds = draft.transactionCategorizationView[selectedTab]
421
421
  .selectedCheckBoxTransactionIds;
422
422
  if (selectedTransaction != null &&
423
- shouldAutoSelectAndAdd(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
423
+ checkIfAllLineItemsAreCategoryClassFilled(selectedTransaction, newTransactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) === true && // check if all line items are filled
424
+ selectedCheckBoxTransactionIds.length < MAX_SELECTION_LIMIT &&
425
+ selectedCheckBoxTransactionIds.includes(transactionId) === false) {
424
426
  draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
425
- ...selectedCheckBoxTransactionIds,
427
+ ...draft.transactionCategorizationView[selectedTab]
428
+ .selectedCheckBoxTransactionIds,
426
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  transactionId,
427
430
  ];
428
431
  }
@@ -505,26 +508,9 @@ const expenseAutomationTransactionsView = createSlice({
505
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  const transactionLocalData = recordGet(draft.transactionCategorizationView[selectedTab]
506
509
  .transactionReviewLocalDataById, transactionId.id, undefined);
507
510
  if (transactionLocalData != null) {
508
- const newLocalData = setEntityRecommendationForLineIdInLocalData(draft.transactionCategorizationView[selectedTab], transaction, transactionLocalData.transactionReviewLocalData, entity, lineIds, uncategorizedAccounts, action.payload.recommendationWithCOTByLineId, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled);
509
- // Release the per-line fetch flag for every line this fetch
510
- // covered. Done in-place on the freshly returned local data
511
- // (the helper produces a new mutable object), before we write
512
- // it back to the draft.
513
- lineIds.forEach((lineId) => {
514
- const lineItem = newLocalData.lineItemById[lineId];
515
- if (lineItem != null) {
516
- newLocalData.lineItemById[lineId] = {
517
- ...lineItem,
518
- categoryClassRecommendationsFetchState: {
519
- fetchState: 'Completed',
520
- error: undefined,
521
- },
522
- };
523
- }
524
- });
525
511
  draft.transactionCategorizationView[selectedTab].transactionReviewLocalDataById[transaction.id] = {
526
512
  transactionId: transaction.id,
527
- transactionReviewLocalData: newLocalData,
513
+ transactionReviewLocalData: setEntityRecommendationForLineIdInLocalData(draft.transactionCategorizationView[selectedTab], transaction, transactionLocalData.transactionReviewLocalData, entity, lineIds, uncategorizedAccounts, action.payload.recommendationWithCOTByLineId, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled),
528
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  };
529
515
  // Mark transaction as dirty (autofill happened)
530
516
  if (!draft.transactionCategorizationView[selectedTab].transactionIdsWithUnsavedData.includes(transaction.id)) {
@@ -537,99 +523,6 @@ const expenseAutomationTransactionsView = createSlice({
537
523
  }
538
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  },
539
525
  },
540
- // Start arm of the line-update recommendations fetch. Flips covered
541
- // lines to In-Progress AND removes the transaction from
542
- // selectedCheckBoxTransactionIds — the row is unchecked + disabled
543
- // until either the success arm (recheck if limit allows) or the
544
- // failure arm releases the per-line flag.
545
- markCategoryClassRecommendationsInProgressForCategorization: {
546
- reducer(draft, action) {
547
- const { selectedTab, transactionId, lineIds } = action.payload;
548
- const tab = draft.transactionCategorizationView[selectedTab];
549
- const transactionLocalData = recordGet(tab.transactionReviewLocalDataById, transactionId.id, undefined);
550
- if (transactionLocalData != null) {
551
- lineIds.forEach((lineId) => {
552
- const lineItem = transactionLocalData.transactionReviewLocalData.lineItemById[lineId];
553
- if (lineItem != null) {
554
- transactionLocalData.transactionReviewLocalData.lineItemById[lineId] = {
555
- ...lineItem,
556
- categoryClassRecommendationsFetchState: {
557
- fetchState: 'In-Progress',
558
- error: undefined,
559
- },
560
- };
561
- }
562
- });
563
- }
564
- // Uncheck on fetch start: the row's existing category/class are
565
- // stale after a payee change, so we drop the auto-selection until
566
- // fresh recommendations land.
567
- if (tab.selectedCheckBoxTransactionIds.includes(transactionId.id)) {
568
- tab.selectedCheckBoxTransactionIds =
569
- tab.selectedCheckBoxTransactionIds.filter((id) => id !== transactionId.id);
570
- }
571
- },
572
- prepare(selectedTab, transactionId, lineIds) {
573
- return { payload: { selectedTab, transactionId, lineIds } };
574
- },
575
- },
576
- // Completed arm. Used by the epic when the HTTP call succeeds but the
577
- // server returned no per-line recommendations — we still need to
578
- // release the In-Progress flag so the skeleton resolves. Successful
579
- // responses with recommendations go through
580
- // setEntityRecommendationForLineIdsForCategorization instead (which
581
- // also flips the lines to Completed).
582
- markCategoryClassRecommendationsCompletedForCategorization: {
583
- reducer(draft, action) {
584
- const { selectedTab, transactionId, lineIds } = action.payload;
585
- const transactionLocalData = recordGet(draft.transactionCategorizationView[selectedTab]
586
- .transactionReviewLocalDataById, transactionId.id, undefined);
587
- if (transactionLocalData != null) {
588
- lineIds.forEach((lineId) => {
589
- const lineItem = transactionLocalData.transactionReviewLocalData.lineItemById[lineId];
590
- if (lineItem != null) {
591
- transactionLocalData.transactionReviewLocalData.lineItemById[lineId] = {
592
- ...lineItem,
593
- categoryClassRecommendationsFetchState: {
594
- fetchState: 'Completed',
595
- error: undefined,
596
- },
597
- };
598
- }
599
- });
600
- }
601
- },
602
- prepare(selectedTab, transactionId, lineIds) {
603
- return { payload: { selectedTab, transactionId, lineIds } };
604
- },
605
- },
606
- // Failure arm. Flips covered lines to Error so the skeleton resolves
607
- // and downstream UI can react to the failure. The transaction stays
608
- // unchecked from the start-arm action.
609
- markCategoryClassRecommendationsFailureForCategorization: {
610
- reducer(draft, action) {
611
- const { selectedTab, transactionId, lineIds, error } = action.payload;
612
- const transactionLocalData = recordGet(draft.transactionCategorizationView[selectedTab]
613
- .transactionReviewLocalDataById, transactionId.id, undefined);
614
- if (transactionLocalData != null) {
615
- lineIds.forEach((lineId) => {
616
- const lineItem = transactionLocalData.transactionReviewLocalData.lineItemById[lineId];
617
- if (lineItem != null) {
618
- transactionLocalData.transactionReviewLocalData.lineItemById[lineId] = {
619
- ...lineItem,
620
- categoryClassRecommendationsFetchState: {
621
- fetchState: 'Error',
622
- error,
623
- },
624
- };
625
- }
626
- });
627
- }
628
- },
629
- prepare(selectedTab, transactionId, lineIds, error) {
630
- return { payload: { selectedTab, transactionId, lineIds, error } };
631
- },
632
- },
633
526
  fetchTransactionCategorizationSuccess(draft, action) {
634
527
  const { selectedTab, refreshViewInBackground } = action.payload;
635
528
  if (draft.transactionCategorizationView[selectedTab].fetchState ===
@@ -725,7 +618,9 @@ const expenseAutomationTransactionsView = createSlice({
725
618
  .selectedCheckBoxTransactionIds;
726
619
  if (newTransactionLocalData.customer != null &&
727
620
  newTransactionLocalData.customer.id != null &&
728
- shouldAutoSelectAndAdd(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
621
+ checkIfAllLineItemsAreCategoryClassFilled(selectedTransaction, newTransactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) === true && // check if all line items are filled
622
+ selectedCheckBoxTransactionIds.length < MAX_SELECTION_LIMIT &&
623
+ selectedCheckBoxTransactionIds.includes(transactionId) === false) {
729
624
  draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
730
625
  ...selectedCheckBoxTransactionIds,
731
626
  transactionId,
@@ -799,7 +694,9 @@ const expenseAutomationTransactionsView = createSlice({
799
694
  .selectedCheckBoxTransactionIds;
800
695
  if (newTransactionLocalData.vendor != null &&
801
696
  newTransactionLocalData.vendor.id != null &&
802
- shouldAutoSelectAndAdd(selectedTransaction, newTransactionLocalData, selectedCheckBoxTransactionIds, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled)) {
697
+ checkIfAllLineItemsAreCategoryClassFilled(selectedTransaction, newTransactionLocalData, uncategorizedAccounts, isUncategorizedExpenseCategoryEnabled, isAccountingClassesEnabled) === true && // check if all line items are filled
698
+ selectedCheckBoxTransactionIds.length < MAX_SELECTION_LIMIT &&
699
+ selectedCheckBoxTransactionIds.includes(transactionId) === false) {
803
700
  draft.transactionCategorizationView[selectedTab].selectedCheckBoxTransactionIds = [
804
701
  ...selectedCheckBoxTransactionIds,
805
702
  transactionId,
@@ -1032,5 +929,5 @@ const expenseAutomationTransactionsView = createSlice({
1032
929
  },
1033
930
  },
1034
931
  });
1035
- export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, updateParentTotalCountForTab, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, markCategoryClassRecommendationsInProgressForCategorization, markCategoryClassRecommendationsCompletedForCategorization, markCategoryClassRecommendationsFailureForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } = expenseAutomationTransactionsView.actions;
932
+ export const { fetchTransactionCategorization, updateTransactionCategorizationUIState, initializeTransactionCategorizationViewLocalData, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateStatusForTransactionNotMiscategorizedUpdateForCategorization, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, setAllItemsToCategoryClassInLocalDataForCategorization, updateTotalCountForTransactionCategorization, updateParentTotalCountForTab, fetchTransactionCategorizationSuccess, resetOtherTabsFetchState, fetchTransactionCategorizationView, updateSelectedCheckboxTransactionIds, clearExpenseAutomationTransactionsViewPerTabView, clearExpenseAutomationTransactionsView, setEntityRecommendationForLineIdsForCategorization, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, } = expenseAutomationTransactionsView.actions;
1036
933
  export default expenseAutomationTransactionsView.reducer;
@@ -1,4 +1,3 @@
1
- import { createSelector } from '@reduxjs/toolkit';
2
1
  import omit from 'lodash/omit';
3
2
  import { reduceAllFetchState, reduceAnyFetchState, } from '../../../commonStateTypes/reduceFetchState';
4
3
  import { toMonthYearPeriodId } from '../../../commonStateTypes/timePeriod';
@@ -9,59 +8,6 @@ import { getAccountList, getNestedAccountListHierarchy, getUncategorizedAccounts
9
8
  import { getClassList, getNestedClassListHierarchy, } from '../../classList/classListSelector';
10
9
  import { getProjectList } from '../../projectList/projectListSelector';
11
10
  import { getAllSteps } from '../selectorTypes/expenseAutomationViewSelectorTypes';
12
- // Walks the tab's transactionReviewLocalDataById map and returns
13
- // `{ [transactionId]: true }` for every transaction that has at least
14
- // one line whose targeted-fetch is In-Progress. Pulled out as a plain
15
- // function so each tab's createSelector can share it.
16
- const computeCategorizationInFlightRecommendations = (transactionReviewLocalDataById) => {
17
- const result = {};
18
- if (transactionReviewLocalDataById == null) {
19
- return result;
20
- }
21
- for (const [transactionId, data] of Object.entries(transactionReviewLocalDataById)) {
22
- const lineItems = Object.values(data.transactionReviewLocalData.lineItemById);
23
- if (lineItems.some((lineItem) => lineItem.categoryClassRecommendationsFetchState?.fetchState ===
24
- 'In-Progress')) {
25
- result[transactionId] = true;
26
- }
27
- }
28
- return result;
29
- };
30
- // Per-tab createSelector instances. Each one is memoized on its OWN tab's
31
- // transactionReviewLocalDataById reference. Switching tabs A->B->A no
32
- // longer busts the memo for tab A — the dispatcher below just returns
33
- // whichever per-tab selector matches the active tab, and reselect keeps
34
- // the prior result alive as long as the underlying slice ref is stable.
35
- const getReviewInFlightRecommendationsByTransactionId = createSelector((state) => state.expenseAutomationTransactionsViewState.transactionCategorizationView
36
- .review.transactionReviewLocalDataById, computeCategorizationInFlightRecommendations);
37
- const getAutoCategorizedInFlightRecommendationsByTransactionId = createSelector((state) => state.expenseAutomationTransactionsViewState.transactionCategorizationView
38
- .autoCategorized.transactionReviewLocalDataById, computeCategorizationInFlightRecommendations);
39
- // Per-transaction "any line is fetching category/class recommendations?"
40
- // map for the active categorization tab. Dispatches to the per-tab
41
- // memoized selector above so steady state (no fetches in flight)
42
- // recomputes only when the active tab's local data changes; tab switches
43
- // are O(1) cache lookups.
44
- //
45
- // `default` guards against the union "lying" at runtime: `TransactionsTab`
46
- // is produced via `stringToUnion`, which falls back to `s as StringUnion`
47
- // for unrecognized strings, so an unexpected value can land in state. The
48
- // downstream `getCategorizationHasInFlightRecommendations` calls
49
- // `Object.keys` on this result, so we must always return an object.
50
- export const getCategorizationInFlightRecommendationsByTransactionId = (state) => {
51
- const tab = state.expenseAutomationTransactionsViewState
52
- .selectedTransactionCategorizationTab;
53
- switch (tab) {
54
- case 'review':
55
- return getReviewInFlightRecommendationsByTransactionId(state);
56
- case 'autoCategorized':
57
- return getAutoCategorizedInFlightRecommendationsByTransactionId(state);
58
- default:
59
- return {};
60
- }
61
- };
62
- // Page-level "any line on the active tab is in flight?" flag. Drives the
63
- // list-page Save disable.
64
- export const getCategorizationHasInFlightRecommendations = createSelector(getCategorizationInFlightRecommendationsByTransactionId, (inFlightByTransactionId) => Object.keys(inFlightByTransactionId).length > 0);
65
11
  export function getExpenseAutomationTransactionView(state) {
66
12
  const { accountState, classState, classListState, accountListState, expenseAutomationTransactionsViewState, expenseAutomationViewState, projectState, projectListState, transactionState, monthEndCloseChecksState, monthEndCloseChecksViewState, } = state;
67
13
  const { selectedTransactionCategorizationCompletedSubTab, selectedTransactionCategorizationTab, } = expenseAutomationTransactionsViewState;
@@ -157,8 +103,6 @@ export function getExpenseAutomationTransactionView(state) {
157
103
  : [];
158
104
  const transactionCompletionStatus = allSteps.find((step) => step.step === 'transaction_categorization')?.completionStatus;
159
105
  const completionStatus = transactionCompletionStatus ?? 'incomplete';
160
- const inFlightCategoryClassRecommendationsByTransactionId = getCategorizationInFlightRecommendationsByTransactionId(state);
161
- const hasInFlightCategoryClassRecommendations = getCategorizationHasInFlightRecommendations(state);
162
106
  return {
163
107
  version: 0,
164
108
  fetchState: fetchStatus.fetchState,
@@ -172,8 +116,6 @@ export function getExpenseAutomationTransactionView(state) {
172
116
  classList: allClasses,
173
117
  accountsHierarchyList,
174
118
  classHierarchyList,
175
- hasInFlightCategoryClassRecommendations,
176
- inFlightCategoryClassRecommendationsByTransactionId,
177
119
  isAccountingProjectsEnabled,
178
120
  projectList,
179
121
  transactionLocalData,
@@ -1,5 +1,4 @@
1
1
  import { transformRecommendation, transformRecommendationWithCOT, } from '../../entity/transaction/payloadTypes/transactionPayload';
2
- import { getActualTransactionID } from '../transactionDetail/transactionDetailState';
3
2
  export const getRecommendationFromRecommendationPayload = (payload) => {
4
3
  if (payload == null || payload.length === 0) {
5
4
  return undefined;
@@ -38,34 +37,6 @@ export const getRecommendationWithCOTFromRecommendationPayloadWithCOT = (payload
38
37
  });
39
38
  return recommendations;
40
39
  };
41
- // Pluralized URL segment for entity types. Mirrors the legacy
42
- // fetchEntityRecommendationsByTransactionIdEpic.toEntityTypeURL.
43
- const toEntityTypeUrlSegment = (entityType) => `${entityType}s`;
44
- // Build the recommendations URL for a single entity + transaction target.
45
- // Centralizes the URL shape so the legacy
46
- // fetchEntityRecommendationsByTransactionIdEpic and the new
47
- // fetchEntityRecommendationsForLineUpdateEpic stay in lockstep.
48
- export const buildRecommendationUrl = (accountMicroServiceBaseUrl, entity, amount, transactionDetails, isFetchCOT) => {
49
- const entityQuery = {
50
- entity_name: entity.name,
51
- entity_type: entity.type,
52
- };
53
- // Entity-id-null case: server expects entity_name / entity_type query
54
- // instead of the {entityType}/{qboId}/recommendations path.
55
- if (entity.qboId === entity.name) {
56
- return `${accountMicroServiceBaseUrl}/1.0/recommendations?query=${encodeURIComponent(JSON.stringify(entityQuery))}`;
57
- }
58
- const query = {
59
- amount,
60
- transaction_id: getActualTransactionID(transactionDetails.transactionId.id),
61
- transaction_type: transactionDetails.transaction.type,
62
- line_ids: transactionDetails.lineIds,
63
- };
64
- if (isFetchCOT === true) {
65
- query.include_cot = true;
66
- }
67
- return `${accountMicroServiceBaseUrl}/1.0/${toEntityTypeUrlSegment(entity.type)}/${entity.qboId}/recommendations?query=${encodeURIComponent(JSON.stringify(query))}`;
68
- };
69
40
  export const getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT = (recommendationPayload, lineIds) => {
70
41
  if (recommendationPayload.length === 0) {
71
42
  return undefined;
@@ -33,31 +33,6 @@ const recommendation = createSlice({
33
33
  };
34
34
  },
35
35
  },
36
- // Targeted recommendations fetch fired when the user changes the
37
- // payee/customer on a single transaction line (or the JE sibling set
38
- // for that change). Routed by `fetchEntityRecommendationsForLineUpdateEpic`
39
- // which uses groupBy + switchMap to keep fetches for distinct targets
40
- // running in parallel while same-target re-fetches still cancel each
41
- // other. The flowType discriminator selects the categorization vs
42
- // detail slice for the per-line In-Progress / Completed / Error state.
43
- fetchEntityRecommendationsForLineUpdate: {
44
- reducer(draft, action) {
45
- const { entity } = action.payload;
46
- const key = getEntityRecommendationKey(entity.type, entity.id);
47
- // Unconditional flip to In-Progress; the previous variant only
48
- // seeded when missing, which left stale fetchStates when a prior
49
- // fetch had already populated the entity entry.
50
- draft.recommendationByEntity[key] = {
51
- ...(draft.recommendationByEntity[key] ??
52
- initialEntityRecommendationState),
53
- fetchState: 'In-Progress',
54
- error: undefined,
55
- };
56
- },
57
- prepare(args) {
58
- return { payload: args };
59
- },
60
- },
61
36
  fetchRecommendationByEntityName: {
62
37
  reducer(draft, action) {
63
38
  const { entityName, entityType } = action.payload;
@@ -136,7 +111,7 @@ const recommendation = createSlice({
136
111
  },
137
112
  },
138
113
  });
139
- export const { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityName, fetchRecommendationByEntityId, updateRecommendationForEntity, updateRecommendationForEntityFailure, indicateReadyToInitializeRecommendation, clearRecommendation, } = recommendation.actions;
114
+ export const { fetchEntityRecommendationsByTransactionId, fetchRecommendationByEntityName, fetchRecommendationByEntityId, updateRecommendationForEntity, updateRecommendationForEntityFailure, indicateReadyToInitializeRecommendation, clearRecommendation, } = recommendation.actions;
140
115
  export default recommendation.reducer;
141
116
  const doUpdateRecommendationForEntity = (draft, entityId, entityType, payload) => {
142
117
  const key = getEntityRecommendationKey(entityType, entityId);
@@ -238,34 +238,12 @@ const transactionDetail = createSlice({
238
238
  saveTransactionDetailLocalData(draft, action) {
239
239
  const key = getTransactionDetailKey(action.payload.transactionId);
240
240
  const detail = recordGet(draft.transactionDetailById, key, undefined);
241
- if (detail == null) {
242
- return;
241
+ if (detail != null) {
242
+ draft.transactionDetailById[key] = {
243
+ ...detail,
244
+ transactionDetailLocalData: action.payload.transactionLocalData,
245
+ };
243
246
  }
244
- const incoming = action.payload.transactionLocalData;
245
- const prevById = detail.transactionDetailLocalData.lineItemById;
246
- // Per-line `categoryClassRecommendationsFetchState` is owned by the
247
- // recommendation epic/reducers (markInProgress / markCompleted /
248
- // markFailure / setEntityRecommendationForLineIdsForTransactionDetail).
249
- // Callers that rebuild `transactionLocalData` from a UI snapshot will
250
- // typically have an out-of-date copy of this field (e.g. payee-change
251
- // captures the snapshot before the epic's start arm runs and would
252
- // otherwise clobber In-Progress back to undefined). Treat the field as
253
- // sticky: only let the caller override it when they explicitly set it.
254
- const mergedLineItemById = {};
255
- Object.entries(incoming.lineItemById ?? {}).forEach(([lineId, line]) => {
256
- mergedLineItemById[lineId] = {
257
- ...line,
258
- categoryClassRecommendationsFetchState: line.categoryClassRecommendationsFetchState ??
259
- prevById?.[lineId]?.categoryClassRecommendationsFetchState,
260
- };
261
- });
262
- draft.transactionDetailById[key] = {
263
- ...detail,
264
- transactionDetailLocalData: {
265
- ...incoming,
266
- lineItemById: mergedLineItemById,
267
- },
268
- };
269
247
  },
270
248
  saveTransactionDetail(draft, action) {
271
249
  const key = getTransactionDetailKey(action.payload.transactionId);
@@ -387,21 +365,6 @@ const transactionDetail = createSlice({
387
365
  const detail = recordGet(draft.transactionDetailById, key, undefined);
388
366
  if (detail != null) {
389
367
  const newLocalData = setEntityRecommendationForLineIdInLocalData(transaction, detail.transactionDetailLocalData, action.payload.entity, lineIds, uncategorizedIncomeExpense, recommendationWithCOTByLineId);
390
- // Release the per-line fetch flag for every line this fetch
391
- // covered so the inline skeleton resolves and the page-level
392
- // Save button can re-enable.
393
- lineIds.forEach((lineId) => {
394
- const lineItem = newLocalData.lineItemById[lineId];
395
- if (lineItem != null) {
396
- newLocalData.lineItemById[lineId] = {
397
- ...lineItem,
398
- categoryClassRecommendationsFetchState: {
399
- fetchState: 'Completed',
400
- error: undefined,
401
- },
402
- };
403
- }
404
- });
405
368
  draft.transactionDetailById[key] = {
406
369
  ...detail,
407
370
  transactionDetailLocalData: newLocalData,
@@ -422,84 +385,6 @@ const transactionDetail = createSlice({
422
385
  };
423
386
  },
424
387
  },
425
- // Start arm of the line-update recommendations fetch for the detail
426
- // page. Flips covered lines to In-Progress; detail page has no
427
- // checkbox, so no auto-uncheck side effect.
428
- markCategoryClassRecommendationsInProgressForTransactionDetail: {
429
- reducer(draft, action) {
430
- const { transactionId, lineIds } = action.payload;
431
- const key = getTransactionDetailKey(transactionId);
432
- const detail = recordGet(draft.transactionDetailById, key, undefined);
433
- if (detail != null) {
434
- lineIds.forEach((lineId) => {
435
- const lineItem = detail.transactionDetailLocalData.lineItemById[lineId];
436
- if (lineItem != null) {
437
- detail.transactionDetailLocalData.lineItemById[lineId] = {
438
- ...lineItem,
439
- categoryClassRecommendationsFetchState: {
440
- fetchState: 'In-Progress',
441
- error: undefined,
442
- },
443
- };
444
- }
445
- });
446
- }
447
- },
448
- prepare(transactionId, lineIds) {
449
- return { payload: { transactionId, lineIds } };
450
- },
451
- },
452
- // Completed arm. Used when the HTTP call succeeded but the server
453
- // returned no per-line recommendations — still need to release the
454
- // In-Progress flag.
455
- markCategoryClassRecommendationsCompletedForTransactionDetail: {
456
- reducer(draft, action) {
457
- const { transactionId, lineIds } = action.payload;
458
- const key = getTransactionDetailKey(transactionId);
459
- const detail = recordGet(draft.transactionDetailById, key, undefined);
460
- if (detail != null) {
461
- lineIds.forEach((lineId) => {
462
- const lineItem = detail.transactionDetailLocalData.lineItemById[lineId];
463
- if (lineItem != null) {
464
- detail.transactionDetailLocalData.lineItemById[lineId] = {
465
- ...lineItem,
466
- categoryClassRecommendationsFetchState: {
467
- fetchState: 'Completed',
468
- error: undefined,
469
- },
470
- };
471
- }
472
- });
473
- }
474
- },
475
- prepare(transactionId, lineIds) {
476
- return { payload: { transactionId, lineIds } };
477
- },
478
- },
479
- markCategoryClassRecommendationsFailureForTransactionDetail: {
480
- reducer(draft, action) {
481
- const { transactionId, lineIds, error } = action.payload;
482
- const key = getTransactionDetailKey(transactionId);
483
- const detail = recordGet(draft.transactionDetailById, key, undefined);
484
- if (detail != null) {
485
- lineIds.forEach((lineId) => {
486
- const lineItem = detail.transactionDetailLocalData.lineItemById[lineId];
487
- if (lineItem != null) {
488
- detail.transactionDetailLocalData.lineItemById[lineId] = {
489
- ...lineItem,
490
- categoryClassRecommendationsFetchState: {
491
- fetchState: 'Error',
492
- error,
493
- },
494
- };
495
- }
496
- });
497
- }
498
- },
499
- prepare(transactionId, lineIds, error) {
500
- return { payload: { transactionId, lineIds, error } };
501
- },
502
- },
503
388
  removeEntityRecommendationForLineIdForTransactionDetail: {
504
389
  reducer(draft, action) {
505
390
  const { transaction, lineId } = action.payload;
@@ -771,7 +656,7 @@ const transactionDetail = createSlice({
771
656
  },
772
657
  },
773
658
  });
774
- export const { downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentSuccess, downloadAccountingProviderAttachmentFailure, fetchTransactionDetail, updateTransactionDetailFetchState, removeTransactionDetail, clearTransactionDetail, uploadMissingAttachmentSuccess, updateTransactionDetail, updateTransactionDetailSaveStatus, clearTransactionDetailSaveStatus, markTransactionAsNotMiscategorized, deleteTransactionAttachment, deleteTransactionAttachmentFailure, deleteTransactionAttachmentSuccess, updateStatusForTransactionNotMiscategorizedUpdate, updateStatusConsolidatedSaveTransactionDetail, updateTransactionStateIfUpdateActionNotAllowed, saveTransactionDetail, initializeTransactionDetailLocalData, saveTransactionDetailLocalData, clearTransactionDetailLocalData, resetLineItemsCategoryClassInLocalData, setAllLineItemsToCategoryClassInLocalData, setAllLineItemsLocalDataIsUpdateAllChecked, setEntityRecommendationForLineIdsForTransactionDetail, markCategoryClassRecommendationsInProgressForTransactionDetail, markCategoryClassRecommendationsCompletedForTransactionDetail, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, updateSelectedVendor, updateSelectedCustomer, resetVendor, resetSelectedCustomer, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateVendorToAllLineItems, resetAllLineItemsToVendor, updateLatestSelectedEntity, updateVendorBulkRecommendationsFetchStatus, setIsVendorUpdateAllChecked, } = transactionDetail.actions;
659
+ export const { downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentSuccess, downloadAccountingProviderAttachmentFailure, fetchTransactionDetail, updateTransactionDetailFetchState, removeTransactionDetail, clearTransactionDetail, uploadMissingAttachmentSuccess, updateTransactionDetail, updateTransactionDetailSaveStatus, clearTransactionDetailSaveStatus, markTransactionAsNotMiscategorized, deleteTransactionAttachment, deleteTransactionAttachmentFailure, deleteTransactionAttachmentSuccess, updateStatusForTransactionNotMiscategorizedUpdate, updateStatusConsolidatedSaveTransactionDetail, updateTransactionStateIfUpdateActionNotAllowed, saveTransactionDetail, initializeTransactionDetailLocalData, saveTransactionDetailLocalData, clearTransactionDetailLocalData, resetLineItemsCategoryClassInLocalData, setAllLineItemsToCategoryClassInLocalData, setAllLineItemsLocalDataIsUpdateAllChecked, setEntityRecommendationForLineIdsForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, updateSelectedVendor, updateSelectedCustomer, resetVendor, resetSelectedCustomer, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateVendorToAllLineItems, resetAllLineItemsToVendor, updateLatestSelectedEntity, updateVendorBulkRecommendationsFetchStatus, setIsVendorUpdateAllChecked, } = transactionDetail.actions;
775
660
  export default transactionDetail.reducer;
776
661
  function getUpdatedEntityLocalData(detail, updates, entity, resetRecommendations, type) {
777
662
  const key = type === 'customer' ? 'customerUpdates' : 'vendorUpdates';
@@ -10,26 +10,6 @@ import { getAccountList, getNestedAccountListHierarchy, } from '../accountList/a
10
10
  import { getClassList, getNestedClassListHierarchy, } from '../classList/classListSelector';
11
11
  import { getProjectList, } from '../projectList/projectListSelector';
12
12
  import { getAllLinkedTransactions, getTransactionDetailKey, initialSupportedTransactionDetail, } from './transactionDetailState';
13
- // "Any line on this transaction is fetching category/class recommendations?"
14
- // Inlined as a plain function because the upstream selector
15
- // `getTransactionDetail` is also un-memoized and the iteration is O(lines)
16
- // — typically <10. Exported standalone so consumers that only need the
17
- // flag (e.g. footer save-disable) can avoid materializing the whole
18
- // detail report.
19
- export const getDetailInFlightRecommendations = (state, transactionId) => {
20
- const detailKey = getTransactionDetailKey(transactionId);
21
- const detail = recordGet(state.transactionDetailState.transactionDetailById, detailKey, undefined);
22
- if (detail == null) {
23
- return false;
24
- }
25
- for (const lineItem of Object.values(detail.transactionDetailLocalData.lineItemById)) {
26
- if (lineItem.categoryClassRecommendationsFetchState?.fetchState ===
27
- 'In-Progress') {
28
- return true;
29
- }
30
- }
31
- return false;
32
- };
33
13
  export const getTransactionDetail = (state, transactionId, fetchLinkedTransactions = true) => {
34
14
  const { transactionDetailState, transactionState, vendorState, vendorListState, accountState, classState, classListState, accountListState, projectState, projectListState, } = state;
35
15
  const detailKey = getTransactionDetailKey(transactionId);
@@ -98,7 +78,6 @@ export const getTransactionDetail = (state, transactionId, fetchLinkedTransactio
98
78
  : [];
99
79
  const transactionDetailAnyUpdateStatus = reduceUpdateFetchStates(transactionDetail);
100
80
  const vendors = getVendorsByVendorIds(vendorState, vendorListState.vendorIds);
101
- const hasInFlightCategoryClassRecommendations = getDetailInFlightRecommendations(state, transactionId);
102
81
  return {
103
82
  reportId: 'transaction_detail',
104
83
  reportTitle: 'Transaction Detail',
@@ -114,7 +93,6 @@ export const getTransactionDetail = (state, transactionId, fetchLinkedTransactio
114
93
  classHierarchyList,
115
94
  accountsHierarchyList,
116
95
  classList: classList,
117
- hasInFlightCategoryClassRecommendations,
118
96
  isAccountingClassesEnabled,
119
97
  isAccountingProjectsEnabled,
120
98
  projectList,