@zeniai/client-epic-state 5.0.73 → 5.0.75
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/lib/commonStateTypes/filterPrimitives.d.ts +23 -0
- package/lib/commonStateTypes/filterPrimitives.js +21 -0
- package/lib/entity/account/accountSelector.d.ts +26 -0
- package/lib/entity/account/accountSelector.js +47 -1
- package/lib/entity/account/accountState.d.ts +5 -0
- package/lib/entity/account/accountState.js +11 -4
- package/lib/entity/class/classSelector.d.ts +35 -0
- package/lib/entity/class/classSelector.js +50 -0
- package/lib/epic.d.ts +2 -1
- package/lib/epic.js +2 -1
- package/lib/esm/commonStateTypes/filterPrimitives.js +20 -0
- package/lib/esm/entity/account/accountSelector.js +46 -1
- package/lib/esm/entity/account/accountState.js +7 -1
- package/lib/esm/entity/class/classSelector.js +48 -0
- package/lib/esm/epic.js +2 -1
- package/lib/esm/index.js +14 -8
- package/lib/esm/view/companyHealthMetricView/companyHealthMetricViewSelector.js +1 -1
- package/lib/esm/view/companyView/helpers/cockpitHelpers.js +1 -1
- package/lib/esm/view/companyView/selector/companyManagementViewSelector.js +1 -1
- package/lib/esm/view/companyView/selector/companyPortfolioViewSelector.js +1 -1
- package/lib/esm/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js +21 -1
- package/lib/esm/view/expenseAutomationView/reducers/transactionsViewReducer.js +127 -14
- package/lib/esm/view/expenseAutomationView/selectors/transactionCategorizationSelector.js +127 -12
- package/lib/esm/view/expenseAutomationView/transactionFilterHelpers.js +258 -0
- package/lib/esm/view/recommendation/fetchEntityRecommendationsForLineUpdateEpic.js +87 -0
- package/lib/esm/view/recommendation/recommendationHelper.js +29 -0
- package/lib/esm/view/recommendation/recommendationReducer.js +26 -1
- package/lib/esm/view/spendManagement/spendManagementFilterHelpers.js +4 -2
- package/lib/esm/view/subscriptionView/subscriptionViewSelector.js +1 -1
- package/lib/esm/view/taskManager/taskListView/taskListReducer.js +1 -1
- package/lib/esm/view/transactionDetail/transactionDetailReducer.js +121 -6
- package/lib/esm/view/transactionDetail/transactionDetailSelector.js +22 -0
- package/lib/index.d.ts +12 -9
- package/lib/index.js +44 -32
- package/lib/view/companyHealthMetricView/companyHealthMetricViewSelector.js +1 -1
- package/lib/view/companyView/helpers/cockpitHelpers.js +1 -1
- package/lib/view/companyView/selector/companyManagementViewSelector.js +1 -1
- package/lib/view/companyView/selector/companyPortfolioViewSelector.js +1 -1
- package/lib/view/companyView/types/cockpitTypes.d.ts +1 -1
- package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts +1 -0
- package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js +23 -2
- package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.d.ts +19 -2
- package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.js +127 -14
- package/lib/view/expenseAutomationView/selectorTypes/transactionsViewSelectorTypes.d.ts +2 -0
- package/lib/view/expenseAutomationView/selectors/transactionCategorizationSelector.d.ts +7 -1
- package/lib/view/expenseAutomationView/selectors/transactionCategorizationSelector.js +130 -12
- package/lib/view/expenseAutomationView/transactionFilterHelpers.d.ts +66 -0
- package/lib/view/expenseAutomationView/transactionFilterHelpers.js +262 -0
- package/lib/view/expenseAutomationView/types/transactionsViewState.d.ts +3 -0
- package/lib/view/recommendation/fetchEntityRecommendationsForLineUpdateEpic.d.ts +9 -0
- package/lib/view/recommendation/fetchEntityRecommendationsForLineUpdateEpic.js +91 -0
- package/lib/view/recommendation/recommendationHelper.d.ts +9 -0
- package/lib/view/recommendation/recommendationHelper.js +31 -1
- package/lib/view/recommendation/recommendationReducer.d.ts +20 -1
- package/lib/view/recommendation/recommendationReducer.js +27 -2
- package/lib/view/spendManagement/billPay/billList/billListState.d.ts +1 -1
- package/lib/view/spendManagement/chargeCards/chargeCardPaymentHistory/chargeCardPaymentHistory.d.ts +1 -1
- package/lib/view/spendManagement/reimbursement/remiListView/remiListState.d.ts +1 -1
- package/lib/view/spendManagement/spendManagementFilterHelpers.d.ts +12 -3
- package/lib/view/spendManagement/spendManagementFilterHelpers.js +4 -2
- package/lib/view/subscriptionView/subscriptionViewSelector.js +1 -1
- package/lib/view/taskManager/taskListView/taskList.d.ts +1 -1
- package/lib/view/taskManager/taskListView/taskListReducer.js +1 -1
- package/lib/view/transactionDetail/transactionDetailReducer.d.ts +11 -1
- package/lib/view/transactionDetail/transactionDetailReducer.js +122 -7
- package/lib/view/transactionDetail/transactionDetailSelector.d.ts +2 -0
- package/lib/view/transactionDetail/transactionDetailSelector.js +24 -1
- package/lib/view/transactionDetail/transactionDetailTypes.d.ts +1 -0
- package/package.json +1 -1
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import { concat, of, timer } from 'rxjs';
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import { catchError, debounce, filter, groupBy, mergeMap, switchMap, } from 'rxjs/operators';
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import { getIsAccountingClassesEnabled } from '../../entity/tenant/tenantSelector';
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import { getTransactionWithCOT, getTransactionWithCOTFromRecommendations, } from '../../entity/transaction/transactionHelper';
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import { createZeniAPIStatus, isSuccessResponse } from '../../responsePayload';
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import { getUncategorizedAccounts } from '../accountList/accountListSelector';
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import { markCategoryClassRecommendationsCompletedForCategorization, markCategoryClassRecommendationsFailureForCategorization, markCategoryClassRecommendationsInProgressForCategorization, setEntityRecommendationForLineIdsForCategorization, } from '../expenseAutomationView/reducers/transactionsViewReducer';
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import { markCategoryClassRecommendationsCompletedForTransactionDetail, markCategoryClassRecommendationsFailureForTransactionDetail, markCategoryClassRecommendationsInProgressForTransactionDetail, setEntityRecommendationForLineIdsForTransactionDetail, } from '../transactionDetail/transactionDetailReducer';
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import { buildRecommendationUrl, getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT, } from './recommendationHelper';
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import { fetchEntityRecommendationsForLineUpdate } from './recommendationReducer';
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// Close the per-target groupBy bucket after this much idle time so inactive
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// groups don't accumulate forever (each group holds a Subject + a chain of
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// active subscribers; without a duration selector groupBy retains them for
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// the lifetime of the source observable, which is the lifetime of the app).
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// Picked at 60s to leave a generous window for re-fetches on the same
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// payee/transaction/line target while still bounding memory.
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const GROUP_INACTIVITY_TIMEOUT_MS = 60000;
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// Build the groupBy key. Same flow + same transaction + same line set
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// share a target so switchMap can cancel an in-flight prior fetch. Use
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// NUL (\u0000) as separator because it can never appear in transaction
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// or line ids (vs the `|` used in an earlier WIP which collides with
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// pipe-delimited synthetic ids).
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const SEPARATOR = '\u0000';
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const toGroupKey = (flowType, transactionId, lineIds) => `${flowType}${SEPARATOR}${transactionId}${SEPARATOR}${[...lineIds]
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.sort((a, b) => a.localeCompare(b))
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.join(SEPARATOR)}`;
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// Targeted recommendations fetch that drives the per-line skeleton, the
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// list-page row-checkbox uncheck/recheck, and the page-level Save
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// disable.
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//
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// Concurrency model:
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// - groupBy by (flowType, transactionId, sorted lineIds) so distinct
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// targets run in parallel.
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// - inside each group, switchMap so a re-fetch on the SAME target
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// cancels any prior in-flight request for that target.
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// - groupBy duration selector closes idle groups to bound memory.
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export const fetchEntityRecommendationsForLineUpdateEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchEntityRecommendationsForLineUpdate.match), groupBy((action) => toGroupKey(action.payload.flowType, action.payload.transactionDetails.transactionId.id, action.payload.transactionDetails.lineIds), undefined, (group$) => group$.pipe(debounce(() => timer(GROUP_INACTIVITY_TIMEOUT_MS)))), mergeMap((group$) => group$.pipe(switchMap((action) => {
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const payload = action.payload;
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const { transactionId, transaction, lineIds } = payload.transactionDetails;
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const { entity, amount, isFetchCOT, isUncategorizedExpenseCategoryEnabled, } = payload;
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// Synchronously emit the start arm so the per-line skeleton +
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// row uncheck happen before the HTTP request begins. The
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// discriminated-union payload narrows `payload.selectedTab` to
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// a non-optional `TransactionsTab` inside the `'categorization'`
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// branch, so no defensive fallthrough is needed.
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const startAction = payload.flowType === 'categorization'
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? markCategoryClassRecommendationsInProgressForCategorization(payload.selectedTab, transactionId, lineIds)
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: markCategoryClassRecommendationsInProgressForTransactionDetail(transactionId, lineIds);
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const url = buildRecommendationUrl(zeniAPI.apiEndPoints.accountMicroServiceBaseUrl, entity, amount, payload.transactionDetails, isFetchCOT === true);
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const httpStream$ = zeniAPI
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.getJSON(url)
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.pipe(mergeMap((response) => {
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if (!isSuccessResponse(response) || response.data == null) {
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return of(payload.flowType === 'categorization'
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? markCategoryClassRecommendationsFailureForCategorization(payload.selectedTab, transactionId, lineIds, response.status)
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: markCategoryClassRecommendationsFailureForTransactionDetail(transactionId, lineIds, response.status));
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}
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const recommendationWithCOTByLineId = getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT(response.data.recommendations, lineIds);
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// HTTP 200 with no per-line recommendations: NOT an error.
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// Flip lines to Completed so the skeleton resolves and
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// downstream UI can treat this as "we tried, nothing to
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// apply".
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if (recommendationWithCOTByLineId == null) {
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return of(payload.flowType === 'categorization'
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? markCategoryClassRecommendationsCompletedForCategorization(payload.selectedTab, transactionId, lineIds)
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: markCategoryClassRecommendationsCompletedForTransactionDetail(transactionId, lineIds));
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}
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const transactionWithCOT = isFetchCOT === true
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? getTransactionWithCOTFromRecommendations(transaction, recommendationWithCOTByLineId)
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: getTransactionWithCOT(transaction);
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const uncategorizedIncomeExpense = getUncategorizedAccounts(state$.value.accountState, state$.value.accountListState, 'accountList');
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if (payload.flowType === 'categorization') {
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return of(setEntityRecommendationForLineIdsForCategorization(payload.selectedTab, transactionId, transactionWithCOT, lineIds, entity, amount, recommendationWithCOTByLineId, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled, getIsAccountingClassesEnabled(state$.value)));
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}
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return of(setEntityRecommendationForLineIdsForTransactionDetail(transactionId, transactionWithCOT, lineIds, entity, amount, recommendationWithCOTByLineId, uncategorizedIncomeExpense));
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}), catchError((error) => {
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const errorMessage = 'fetchEntityRecommendationsForLineUpdate failed: ' +
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(error instanceof Error
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? error.message
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: JSON.stringify(error));
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const status = createZeniAPIStatus('Unexpected Error', errorMessage);
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return of(payload.flowType === 'categorization'
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? markCategoryClassRecommendationsFailureForCategorization(payload.selectedTab, transactionId, lineIds, status)
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: markCategoryClassRecommendationsFailureForTransactionDetail(transactionId, lineIds, status));
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}));
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return concat(of(startAction), httpStream$);
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}))));
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import { transformRecommendation, transformRecommendationWithCOT, } from '../../entity/transaction/payloadTypes/transactionPayload';
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import { getActualTransactionID } from '../transactionDetail/transactionDetailState';
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export const getRecommendationFromRecommendationPayload = (payload) => {
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if (payload == null || payload.length === 0) {
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return undefined;
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});
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return recommendations;
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};
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// Pluralized URL segment for entity types. Mirrors the legacy
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// fetchEntityRecommendationsByTransactionIdEpic.toEntityTypeURL.
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const toEntityTypeUrlSegment = (entityType) => `${entityType}s`;
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// Build the recommendations URL for a single entity + transaction target.
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// Centralizes the URL shape so the legacy
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// fetchEntityRecommendationsByTransactionIdEpic and the new
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// fetchEntityRecommendationsForLineUpdateEpic stay in lockstep.
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export const buildRecommendationUrl = (accountMicroServiceBaseUrl, entity, amount, transactionDetails, isFetchCOT) => {
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const entityQuery = {
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entity_name: entity.name,
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entity_type: entity.type,
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};
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// Entity-id-null case: server expects entity_name / entity_type query
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// instead of the {entityType}/{qboId}/recommendations path.
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if (entity.qboId === entity.name) {
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return `${accountMicroServiceBaseUrl}/1.0/recommendations?query=${encodeURIComponent(JSON.stringify(entityQuery))}`;
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}
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const query = {
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amount,
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transaction_id: getActualTransactionID(transactionDetails.transactionId.id),
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transaction_type: transactionDetails.transaction.type,
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line_ids: transactionDetails.lineIds,
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};
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if (isFetchCOT === true) {
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query.include_cot = true;
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}
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return `${accountMicroServiceBaseUrl}/1.0/${toEntityTypeUrlSegment(entity.type)}/${entity.qboId}/recommendations?query=${encodeURIComponent(JSON.stringify(query))}`;
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};
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export const getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT = (recommendationPayload, lineIds) => {
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if (recommendationPayload.length === 0) {
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return undefined;
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};
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},
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},
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// Targeted recommendations fetch fired when the user changes the
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// payee/customer on a single transaction line (or the JE sibling set
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// for that change). Routed by `fetchEntityRecommendationsForLineUpdateEpic`
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// which uses groupBy + switchMap to keep fetches for distinct targets
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// running in parallel while same-target re-fetches still cancel each
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// other. The flowType discriminator selects the categorization vs
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// detail slice for the per-line In-Progress / Completed / Error state.
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fetchEntityRecommendationsForLineUpdate: {
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reducer(draft, action) {
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const { entity } = action.payload;
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const key = getEntityRecommendationKey(entity.type, entity.id);
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// Unconditional flip to In-Progress; the previous variant only
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// seeded when missing, which left stale fetchStates when a prior
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// fetch had already populated the entity entry.
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draft.recommendationByEntity[key] = {
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...(draft.recommendationByEntity[key] ??
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initialEntityRecommendationState),
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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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prepare(args) {
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return { payload: args };
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},
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},
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fetchRecommendationByEntityName: {
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reducer(draft, action) {
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const { entityName, entityType } = action.payload;
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},
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},
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});
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export const { fetchEntityRecommendationsByTransactionId, fetchRecommendationByEntityName, fetchRecommendationByEntityId, updateRecommendationForEntity, updateRecommendationForEntityFailure, indicateReadyToInitializeRecommendation, clearRecommendation, } = recommendation.actions;
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export const { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityName, fetchRecommendationByEntityId, updateRecommendationForEntity, updateRecommendationForEntityFailure, indicateReadyToInitializeRecommendation, clearRecommendation, } = recommendation.actions;
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export default recommendation.reducer;
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const doUpdateRecommendationForEntity = (draft, entityId, entityType, payload) => {
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const key = getEntityRecommendationKey(entityType, entityId);
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import { getApproversOrRejectors as getApproversOrRejectorsForReimbursement, } from './reimbursement/remiListView/remiListSelector';
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import { ALL_REMI_TABS, getRemiListKey, } from './reimbursement/remiListView/remiListState';
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//filters items against filter values representing a range. ex: date (from-to), amount(1k<-->5k)
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// Spend Management uses only equal/not_equal — TC amount operators
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// (inBetween, lessThan, greaterThan) live in the TC filter pipeline.
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const filterItemOnRangeCategoryType = (valueForItem, currentFilter) => {
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let doesItemFallInValueRange = false;
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const filterField = currentFilter.field;
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return filterItemOnRangeCategoryType(categoryValue, currentFilter);
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}
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// if filter category is not rangeType
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if (currentFilter.matchingOperator === '
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if (currentFilter.matchingOperator === 'not_equal') {
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return currentFilter.values.indexOf(categoryValue.toString()) === -1;
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}
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return currentFilter.values.indexOf(categoryValue.toString()) > -1;
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? getCategoryValueForTaskList(key, item)
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: getCategoryValueForPaymentHistory(key, item);
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if (categoryValue == null) {
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if (currentFilter.matchingOperator === '
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if (currentFilter.matchingOperator === 'not_equal') {
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return true;
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}
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return false;
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const key = currentFilter.field;
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const categoryValue = getCategoryValueForCompany(key, company);
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if (categoryValue == null) {
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if (currentFilter.matchingOperator === '
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if (currentFilter.matchingOperator === 'not_equal') {
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return true;
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return false;
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@@ -238,12 +238,34 @@ const transactionDetail = createSlice({
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saveTransactionDetailLocalData(draft, action) {
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const key = getTransactionDetailKey(action.payload.transactionId);
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const detail = recordGet(draft.transactionDetailById, key, undefined);
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if (detail
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...detail,
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transactionDetailLocalData: action.payload.transactionLocalData,
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};
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if (detail == null) {
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return;
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}
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const incoming = action.payload.transactionLocalData;
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const prevById = detail.transactionDetailLocalData.lineItemById;
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// Per-line `categoryClassRecommendationsFetchState` is owned by the
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// recommendation epic/reducers (markInProgress / markCompleted /
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// markFailure / setEntityRecommendationForLineIdsForTransactionDetail).
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// Callers that rebuild `transactionLocalData` from a UI snapshot will
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// typically have an out-of-date copy of this field (e.g. payee-change
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// captures the snapshot before the epic's start arm runs and would
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// otherwise clobber In-Progress back to undefined). Treat the field as
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// sticky: only let the caller override it when they explicitly set it.
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const mergedLineItemById = {};
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Object.entries(incoming.lineItemById ?? {}).forEach(([lineId, line]) => {
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mergedLineItemById[lineId] = {
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...line,
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categoryClassRecommendationsFetchState: line.categoryClassRecommendationsFetchState ??
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prevById?.[lineId]?.categoryClassRecommendationsFetchState,
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};
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});
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draft.transactionDetailById[key] = {
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...detail,
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transactionDetailLocalData: {
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...incoming,
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lineItemById: mergedLineItemById,
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},
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};
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saveTransactionDetail(draft, action) {
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const key = getTransactionDetailKey(action.payload.transactionId);
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const detail = recordGet(draft.transactionDetailById, key, undefined);
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if (detail != null) {
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const newLocalData = setEntityRecommendationForLineIdInLocalData(transaction, detail.transactionDetailLocalData, action.payload.entity, lineIds, uncategorizedIncomeExpense, recommendationWithCOTByLineId);
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// Release the per-line fetch flag for every line this fetch
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// covered so the inline skeleton resolves and the page-level
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// Save button can re-enable.
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lineIds.forEach((lineId) => {
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const lineItem = newLocalData.lineItemById[lineId];
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if (lineItem != null) {
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newLocalData.lineItemById[lineId] = {
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...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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}
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});
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draft.transactionDetailById[key] = {
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...detail,
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transactionDetailLocalData: newLocalData,
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};
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},
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},
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// Start arm of the line-update recommendations fetch for the detail
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// page. Flips covered lines to In-Progress; detail page has no
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// checkbox, so no auto-uncheck side effect.
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markCategoryClassRecommendationsInProgressForTransactionDetail: {
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reducer(draft, action) {
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const { transactionId, lineIds } = action.payload;
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const key = getTransactionDetailKey(transactionId);
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const detail = recordGet(draft.transactionDetailById, key, undefined);
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if (detail != null) {
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lineIds.forEach((lineId) => {
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const lineItem = detail.transactionDetailLocalData.lineItemById[lineId];
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if (lineItem != null) {
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detail.transactionDetailLocalData.lineItemById[lineId] = {
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...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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}
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});
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}
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},
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prepare(transactionId, lineIds) {
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return { payload: { transactionId, lineIds } };
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},
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},
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// Completed arm. Used when the HTTP call succeeded but the server
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+
// returned no per-line recommendations — still need to release the
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// In-Progress flag.
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markCategoryClassRecommendationsCompletedForTransactionDetail: {
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reducer(draft, action) {
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const { transactionId, lineIds } = action.payload;
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const key = getTransactionDetailKey(transactionId);
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const detail = recordGet(draft.transactionDetailById, key, undefined);
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if (detail != null) {
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lineIds.forEach((lineId) => {
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const lineItem = detail.transactionDetailLocalData.lineItemById[lineId];
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if (lineItem != null) {
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detail.transactionDetailLocalData.lineItemById[lineId] = {
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...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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};
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}
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});
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}
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},
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prepare(transactionId, lineIds) {
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+
return { payload: { transactionId, lineIds } };
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+
},
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+
},
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markCategoryClassRecommendationsFailureForTransactionDetail: {
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reducer(draft, action) {
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481
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+
const { transactionId, lineIds, error } = action.payload;
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const key = getTransactionDetailKey(transactionId);
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const detail = recordGet(draft.transactionDetailById, key, undefined);
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if (detail != null) {
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lineIds.forEach((lineId) => {
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+
const lineItem = detail.transactionDetailLocalData.lineItemById[lineId];
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if (lineItem != null) {
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+
detail.transactionDetailLocalData.lineItemById[lineId] = {
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+
...lineItem,
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categoryClassRecommendationsFetchState: {
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fetchState: 'Error',
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error,
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},
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};
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}
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});
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+
}
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},
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prepare(transactionId, lineIds, error) {
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+
return { payload: { transactionId, lineIds, error } };
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+
},
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+
},
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removeEntityRecommendationForLineIdForTransactionDetail: {
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reducer(draft, action) {
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const { transaction, lineId } = action.payload;
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@@ -656,7 +771,7 @@ const transactionDetail = createSlice({
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656
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},
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657
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},
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658
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});
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659
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-
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;
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774
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+
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;
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660
775
|
export default transactionDetail.reducer;
|
|
661
776
|
function getUpdatedEntityLocalData(detail, updates, entity, resetRecommendations, type) {
|
|
662
777
|
const key = type === 'customer' ? 'customerUpdates' : 'vendorUpdates';
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|
@@ -10,6 +10,26 @@ import { getAccountList, getNestedAccountListHierarchy, } from '../accountList/a
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|
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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
|
+
};
|
|
13
33
|
export const getTransactionDetail = (state, transactionId, fetchLinkedTransactions = true) => {
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|
14
34
|
const { transactionDetailState, transactionState, vendorState, vendorListState, accountState, classState, classListState, accountListState, projectState, projectListState, } = state;
|
|
15
35
|
const detailKey = getTransactionDetailKey(transactionId);
|
|
@@ -78,6 +98,7 @@ export const getTransactionDetail = (state, transactionId, fetchLinkedTransactio
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|
78
98
|
: [];
|
|
79
99
|
const transactionDetailAnyUpdateStatus = reduceUpdateFetchStates(transactionDetail);
|
|
80
100
|
const vendors = getVendorsByVendorIds(vendorState, vendorListState.vendorIds);
|
|
101
|
+
const hasInFlightCategoryClassRecommendations = getDetailInFlightRecommendations(state, transactionId);
|
|
81
102
|
return {
|
|
82
103
|
reportId: 'transaction_detail',
|
|
83
104
|
reportTitle: 'Transaction Detail',
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|
@@ -93,6 +114,7 @@ export const getTransactionDetail = (state, transactionId, fetchLinkedTransactio
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|
93
114
|
classHierarchyList,
|
|
94
115
|
accountsHierarchyList,
|
|
95
116
|
classList: classList,
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|
117
|
+
hasInFlightCategoryClassRecommendations,
|
|
96
118
|
isAccountingClassesEnabled,
|
|
97
119
|
isAccountingProjectsEnabled,
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|
98
120
|
projectList,
|
package/lib/index.d.ts
CHANGED
|
@@ -39,7 +39,7 @@ import { AgingDateSelectionType, AgingDetailReportInvoice, AgingDetailReportUISt
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|
|
39
39
|
import { isAgingReport, isCashFlowOrBalanceSheetReport, isDashboardClassesViewReport, isDashboardReport, isFluxAnalysisOpExReport, isOpExByVendorReport, isPAndLClassesViewReport, isPAndLProjectViewReport, isPAndLReport } from './commonStateTypes/viewAndReport/reportIDHelper';
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40
40
|
import { PageToken, Report, ReportFormat, ReportID, ReportIDPlusForecastID, SelectorReport, SelectorView, View, toReportFormatStrict, toReportID } from './commonStateTypes/viewAndReport/viewAndReport';
|
|
41
41
|
import { PAYMENT_BUSINESS_DAYS, filterDays, getNextNthWorkingDay, getPreviousNthWorkingDay, getYearsList, holidaysFormatted, isHoliday, isHolidayToday } from './commonStateTypes/workingDayHelper';
|
|
42
|
-
import { AccountReport, AccountWithBalanceReport } from './entity/account/accountSelector';
|
|
42
|
+
import { AccountFilterOption, AccountReport, AccountWithBalanceReport, getAllAccounts, getTransactionFilterAccountOptions } from './entity/account/accountSelector';
|
|
43
43
|
import { Account, AccountBase, AccountType, RecommendedAccountBase, ReconciliationAccountSourceType, StatementCloseDay, toAccountType, toReconciliationAccountSource } from './entity/account/accountState';
|
|
44
44
|
import { NestedAccountReport } from './entity/account/subAccountSelector';
|
|
45
45
|
import { AccountGroupReport } from './entity/accountGroup/accountGroupSelector';
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|
@@ -274,7 +274,7 @@ import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFl
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|
274
274
|
import { clearJeScheduleLocalData as clearExpenseAutomationJEScheduleLocalData, clearExpenseAutomationJESchedulesView, fetchJeSchedulesPage as fetchExpenseAutomationJESchedulesPage, ignoreRecommendedJeSchedule as ignoreExpenseAutomationJESchedule, initializeAccountSettingsView as initializeJeAccountSettingsView, initializeJeScheduleLocalData, removeJeScheduleTransactionKey, retryJeSchedule as retryExpenseAutomationJESchedule, saveAccountSettings as saveJeAccountSettings, saveAccountSettingsLocalData as saveJeAccountSettingsLocalData, updateJESchedulesUIState as updateExpenseAutomationJESchedulesUIState, updateJeScheduleLocalDataById, updateJeScheduleTransactionKeys } from './view/expenseAutomationView/reducers/jeSchedulesViewReducer';
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|
275
275
|
import { acknowledgeBulkUploadConfirmMatchComplete, bulkUploadAutomatchingTimedOut, bulkUploadReceipts, bulkUploadReceiptsFailure, bulkUploadReceiptsSuccess, clearBulkUpload, clearManualSearchResults, clearMissingReceiptsTabNavigation, confirmBulkUploadMatch, confirmBulkUploadMatchFailure, confirmBulkUploadMatchSuccess, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsFailure, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatches, fetchBulkUploadBatchesFailure, fetchBulkUploadBatchesSuccess, fetchCompletedTransactions, fetchCompletedTransactionsFailure, fetchCompletedTransactionsSuccess, fetchMissingReceipts as fetchExpenseAutomationMissingReceipts, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, markMissingReceiptAsDone as markExpenseAutomationMissingReceiptAsDone, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, searchTransactionsForManualMatch, searchTransactionsForManualMatchFailure, searchTransactionsForManualMatchSuccess, setBulkUploadCompletedSubTab, setBulkUploadResultsTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, storeBatchDetails, updateBulkUploadProgress, updateMissingReceiptUploadState as updateExpenseAutomationMissingReceiptUploadState, updateMissingReceiptsUIState as updateExpenseAutomationMissingReceiptsUIState, uploadMissingReceiptSuccess as uploadExpenseAutomationMissingReceiptSuccess } from './view/expenseAutomationView/reducers/missingReceiptsViewReducer';
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|
276
276
|
import { deleteAccountStatement, excludeAccountFromReconciliation, fetchReconciliation as fetchReconciliationView, includeAccountInReconciliation, saveReconciliationDetail as saveExpenseAutomationReconciliationDetail, saveReconciliationReview as saveExpenseAutomationReconciliationReview, setConnectionInProgressForAccount as setConnectionInProgressForAccountReconciliation, setStatementParseInProgress, updateAccountReconciliationLocalData as updateExpenseAutomationAccountReconciliationLocalData, updateSelectedAccountId as updateExpenseAutomationAccountReconciliationSelectedAccountId, updateSelectedTab as updateExpenseAutomationAccountReconciliationSelectedTab, updateReconListScrollPosition as updateExpenseAutomationReconListScrollPosition, updateReviewTabSortState as updateExpenseAutomationReconReviewTabListSortState, updateReviewTabLocalData as updateExpenseAutomationReconReviewTabLocalData, updateReconcileTabListScrollState as updateExpenseAutomationReconcileTabListScrollState, updateReconcileTabListSortState as updateExpenseAutomationReconcileTabListSortState, updateReconcileTabLocalData as updateExpenseAutomationReconcileTabLocalData, updateSelectedDrawerAccountId as updateExpenseAutomationSelectedDrawerAccountId, updateNodeCollapseState, updateStatementUploadChosen, uploadAccountStatement } from './view/expenseAutomationView/reducers/reconciliationViewReducer';
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|
277
|
-
import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markTransactionAsNotMiscategorized, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess } from './view/expenseAutomationView/reducers/transactionsViewReducer';
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|
277
|
+
import { backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, fetchTransactionCategorization, fetchTransactionCategorizationFailure, fetchTransactionCategorizationView, initializeTransactionCategorizationViewLocalData, markCategoryClassRecommendationsFailureForCategorization, markTransactionAsNotMiscategorized, saveTransactionCategorization, saveTransactionCategorizationLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, setEntityRecommendationForLineIdsForCategorization, syncTransactionCategorizationFromDetailSave, updateCurrentSelectedTransactionCategorizationTab, updateSelectedCheckboxTransactionIds, updateSelectedCustomerForTransaction, updateSelectedTransactionId, updateSelectedVendorForTransaction, updateTransactionCategorization, updateTransactionCategorizationCompletedSubTab, updateTransactionCategorizationSaveStatus, updateTransactionCategorizationUIState, updateTransactionCategorizationUploadReceiptState, updateTransactionFilters, uploadTransactionCategorizationReceiptSuccess } from './view/expenseAutomationView/reducers/transactionsViewReducer';
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|
278
278
|
import { ExpenseAutomationStepDetails, ExpenseAutomationViewSelector } from './view/expenseAutomationView/selectorTypes/expenseAutomationViewSelectorTypes';
|
|
279
279
|
import { ExpenseAutomationFluxAnalysisViewSelector, FluxAnalysisOperatingExpenseView, FluxAnalysisSectionType, FluxAnalysisVendorView, FluxAnalysisViewSectionReport, FluxVendorAccountsAndClassesView } from './view/expenseAutomationView/selectorTypes/fluxAnalysisViewSelectorTypes';
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|
280
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import { JEAccountSettingsView } from './view/expenseAutomationView/selectorTypes/jeAccountSettingsViewSelectorTypes';
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import { ProfitAndLossProjectViewUIState } from './view/profitAndLossProjectView/profitAndLossProjectViewState';
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import { fetchProjectList } from './view/projectList/projectListReducer';
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import { ProjectListSelectorView, getProjectList } from './view/projectList/projectListSelector';
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import { fetchEntityRecommendationsByTransactionId, fetchRecommendationByEntityId, fetchRecommendationByEntityName } from './view/recommendation/recommendationReducer';
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import { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName } from './view/recommendation/recommendationReducer';
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import { clearReferrals, fetchReferrals, fetchRewardsPlan, resendReferralInvite, saveReferralFormDataInLocalStore, sendReferralInvite, updateReferViewed, updateReferralListSortUiState } from './view/referralView/referralReducer';
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import { ReferralListSelectorView, RewardsPlanCardReport, getInviteFormView, getReferralListView, getRewardsPlanCard } from './view/referralView/referralSelector';
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import { AmountStatusTypes, InviteCompanyLocalData, ReferralAmountStatus, ReferralInvitation, ReferralListViewSortKey, ReferralStatus, ReferralViewState, ReferralViewUIState, RewardsPlanData, StatusTypes, toReferralListViewSortKeyType } from './view/referralView/referralState';
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@@ -508,6 +508,7 @@ import { MileageDenomination, MileageDetailsLocalData, RemiSetupViewLocalData, R
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import { approveOrRejectRemisBulkAction, autoReviewPendingApprovalRemis, cancelOrDeleteRemisBulkAction, clearAllRemisFromBulkActionList, clearRemiBulkActionView, incrementRemiBulkActionProcessedCount, removeRemiFromBulkActionList, reviewDraftRemisBulkAction, submitDraftRemisBulkAction, updateRemisBulkActionList } from './view/spendManagement/reimbursement/remisBulkActionView/remisBulkActionViewReducer';
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import { RemisBulkReviewView, getRemisBulkOperationProgress, getRemisBulkReviewView } from './view/spendManagement/reimbursement/remisBulkActionView/remisBulkActionViewSelector';
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import { BillPayFilterCategoryDropdownOption, CategoryCombinationOperator, FilterCategoryType, MatchingOperatorDropdownOption, ReimbursementFilterCategoryDropdownOption, SpendManagementFilterCategoryDropdownOption, SpendManagementFilterEntityType, SpendManagementFiltersType, TaskFilterCategoryDropdownOption, hideCreatedByFilter } from './view/spendManagement/spendManagementFilterHelpers';
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import { TRANSACTION_FILTER_CATEGORIES, TransactionFilterAmountMatchingOperator, TransactionFilterCategory, TransactionFilterCategoryDropdownOption, TransactionFilterCategoryField, TransactionFilterEntityType, TransactionFilters, applyTransactionFilters } from './view/expenseAutomationView/transactionFilterHelpers';
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import { acceptTreasuryTerms, clearTreasurySetupView, fetchPortfolioAllocation, fetchTreasuryFunds, fetchTreasurySetupView, updateFundAllocationLocalData, updatePortfolioAllocation, updateTreasuryVideoViewed } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewReducer';
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import { TreasuryBusinessVerificationDetails, TreasurySetupView, getTreasuryBusinessVerificationDetails, getTreasurySetupViewDetails } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewSelector';
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import { FundAllocationOption, FundComposition, FundData, getTreasuryFundsMaximumYield } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewState';
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import { TOP_EX_TIME_PERIODS, TopExTimePeriod, TopExpense } from './view/topEx/topExState';
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import { AccountingProviderAttachmentSelector, getAccountingProviderAttachment } from './view/transactionDetail/getAccountingProviderAttachmentSelector';
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import { getChangedLineItemCountFromLocalData, isAccountUncategorized } from './view/transactionDetail/transactionDetailLocalDataHelper';
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import { clearTransactionDetailSaveStatus, deleteTransactionAttachment, downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentFailure, downloadAccountingProviderAttachmentSuccess, fetchTransactionDetail, initializeTransactionDetailLocalData, removeEntityRecommendationForLineIdForTransactionDetail, resetAllLineItemsToVendor, resetLineItemsCategoryClassInLocalData, resetSelectedCustomer, resetVendor, saveTransactionDetail, saveTransactionDetailLocalData, setAllLineItemsLocalDataIsUpdateAllChecked, setAllLineItemsToCategoryClassInLocalData, setIsVendorUpdateAllChecked, updateLatestSelectedEntity, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateSelectedCustomer, updateSelectedVendor, updateTransactionDetail, updateVendorBulkRecommendationsFetchStatus, updateVendorToAllLineItems, uploadMissingAttachmentSuccess } from './view/transactionDetail/transactionDetailReducer';
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import { clearTransactionDetailSaveStatus, deleteTransactionAttachment, downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentFailure, downloadAccountingProviderAttachmentSuccess, fetchTransactionDetail, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, resetAllLineItemsToVendor, resetLineItemsCategoryClassInLocalData, resetSelectedCustomer, resetVendor, saveTransactionDetail, saveTransactionDetailLocalData, setAllLineItemsLocalDataIsUpdateAllChecked, setAllLineItemsToCategoryClassInLocalData, setIsVendorUpdateAllChecked, updateLatestSelectedEntity, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateSelectedCustomer, updateSelectedVendor, updateTransactionDetail, updateVendorBulkRecommendationsFetchStatus, updateVendorToAllLineItems, uploadMissingAttachmentSuccess } from './view/transactionDetail/transactionDetailReducer';
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import { TransactionDetailReport, VendorDetailsView, getInitialUpdatablePeriodsForTransactionRecommendations, getTransactionDetail, getTransactionDetailForTransaction } from './view/transactionDetail/transactionDetailSelector';
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import { TransactionUpdates, getThirdPartyIdFromTransactionId } from './view/transactionDetail/transactionDetailState';
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import { TransactionDetailLineItemData, TransactionDetailLocalData, TransactionVendorUpdates } from './view/transactionDetail/transactionDetailTypes';
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@@ -663,16 +664,16 @@ export { fetchMonthEndCloseChecks, fetchMonthClosePerformanceTrend, MonthClosePe
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export { ExpenseAutomationViewSelector, ExpenseAutomationStepDetails, ExpenseAutomationViewType, ExpenseAutomationMissingReceiptsViewSelector, BulkUploadSelectorData, ExpenseAutomationFluxAnalysisViewSelector, FluxAnalysisVendorView, FluxAnalysisViewSectionReport, FluxVendorAccountsAndClassesView, ExpenseAutomationMissingReceiptsViewUIState, ExpenseAutomationMissingReceiptsViewState, ExpenseAutomationViewState, ExpenseAutomationTransactionsTab, ExpenseAutomationMissingReceiptsSortKey, BATCH_FILE_STATUSES, BatchDetails, BatchFile, BatchFileStatus, BatchListItem, isUnmatchedTabFileStatus, BatchStatus, BatchStatusValue, BatchSummary, BulkUploadPhase, BulkUploadResultsTab, BulkUploadSortKey, BulkUploadState, CandidateRef, CompletedSubTab, CompletedTransactionsSelectorData, DEFAULT_COMPLETED_SUB_TAB, MatchCandidate, MatchSource, MissingReceiptsTab, toBatchFileStatus, toBatchStatusValue, toBulkUploadPhase, toBulkUploadResultsTab, toBulkUploadSortKey, toCompletedSubTab, toMatchSource, toMissingReceiptsTab, ResolvedBatchFile, ResolvedBatchDetails, ResolvedCandidate, ExpenseAutomationJEScheduleMainTab, ExpenseAutomationJEScheduleSortKey, ExpenseAutomationJESchedulesViewUIState, toExpenseAutomationJEScheduleMainTab, toExpenseAutomationJEScheduleSortKey, getExpenseAutomationView, toExpenseAutomationMissingReceiptsSortKey, toExpenseAutomationTransactionsTabKey, toExpenseAutomationViewType, uploadExpenseAutomationMissingReceiptSuccess, markExpenseAutomationMissingReceiptAsDone, fetchAllExpenseAutomationTabs, refreshExpenseAutomationCurrentTab, updateCurrentSelectedTransactionCategorizationTab, updateTransactionCategorizationCompletedSubTab, fetchExpenseAutomationMissingReceipts, bulkUploadReceipts, bulkUploadAutomatchingTimedOut, bulkUploadReceiptsSuccess, bulkUploadReceiptsFailure, restoreBulkUploadAutomatchingOnMount, restoreBulkUploadMatchingState, updateBulkUploadProgress, pusherBatchStatusUpdate, requestMissingReceiptsTabNavigation, clearMissingReceiptsTabNavigation, fetchBulkUploadBatchDetails, fetchBulkUploadBatchDetailsSuccess, fetchBulkUploadBatchDetailsFailure, storeBatchDetails, fetchMoreBatchDetails, fetchMoreBatchDetailsComplete, fetchMoreBatchDetailsFailure, fetchBulkUploadBatches, fetchBulkUploadBatchesSuccess, fetchBulkUploadBatchesFailure, confirmBulkUploadMatch, confirmBulkUploadMatchSuccess, confirmBulkUploadMatchFailure, setBulkUploadResultsTab, setBulkUploadCompletedSubTab, setBulkUploadSortConfig, setBulkUploadUploadedFileCount, clearBulkUpload, searchTransactionsForManualMatch, searchTransactionsForManualMatchSuccess, searchTransactionsForManualMatchFailure, clearManualSearchResults, acknowledgeBulkUploadConfirmMatchComplete, fetchCompletedTransactions, fetchCompletedTransactionsSuccess, fetchCompletedTransactionsFailure, fetchFluxAnalysisView, clearExpenseAutomationFluxAnalysisView, updateOperatingExpensesIdsForReview as updateFluxOperatingExpensesIdsForReview, updateSelectedSectionIdsForReview as updateFluxAnalysisSelectedSectionIdsForReview, reviewFluxAnalysisView, updateExpenseAutomationMissingReceiptUploadState, updateExpenseAutomationMissingReceiptsUIState, updateTransactionCategorizationUploadReceiptState, uploadTransactionCategorizationReceiptSuccess, FluxAnalysisOperatingExpenseView, FluxAnalysisSectionType, getExpenseAutomationFluxAnalysisView, FluxAnalysisSortKey, FluxAnalysisActionType, FluxBalancesByMonth, updateCurrentSelectedView, updateCurrentSelectedPeriod, getExpenseAutomationTransactionView, ReconReconcileSortKey, ReconciliationReconcileTabLocalData, FluxAnalysisReviewStatus, updateFluxAnalysisViewUIState, FluxAnalysisViewUIState, updateFluxAnalysisViewPageMetaData, MAX_SELECTION_LIMIT, checkIfAllLineItemsAreCategoryClassFilled, getLineItemsByTransactionIdsFromLocalData, isAnyItemWithUncategorizedExpenseAccount, SaveExpenseAutomationReconciliationActionType, ExcludeAccountFromReconciliationPayload, excludeAccountFromReconciliation, includeAccountInReconciliation, saveExpenseAutomationReconciliationDetail, updateExpenseAutomationReconcileTabListScrollState, updateExpenseAutomationReconReviewTabListSortState, updateExpenseAutomationReconcileTabListSortState, updateExpenseAutomationReconcileTabLocalData, updateExpenseAutomationAccountReconciliationSelectedTab, updateExpenseAutomationAccountReconciliationSelectedAccountId, ExpenseAutomationReconciliationViewSelector, getExpenseAutomationReconciliationView, AccountReconciliationBySection, fetchReconciliationView, uploadAccountStatementIntoDocumentAI, UploadStatementDocumentAIResponse, updateExpenseAutomationReconListScrollPosition, setConnectionInProgressForAccountReconciliation, AccountReconciliationByAccount, AccountReconciliationEntity, getAccountReconByAccountIdAndSelectedPeriod, ExpenseAutomationReconciliationViewTab, toReconciliationTabsType, isAccountReconReport, ReconReviewSortKey, AccountReconSectionID, ReconciliationReviewTabLocalData, TransactionsToReview, RecommendedActionCodeType, ReconciliationStatusCodeType, BalanceDataStatusCodeType, updateExpenseAutomationReconReviewTabLocalData, updateExpenseAutomationSelectedDrawerAccountId, saveExpenseAutomationReconciliationReview, updateExpenseAutomationAccountReconciliationLocalData, BankStatusCodeType, ReconciliationAccountSourceType, toReconciliationAccountSource, StatementStatusCodeType, AccountReconciliationLocalData, StatementDataStatusCodeType, deleteAccountStatement, uploadAccountStatement, updateNodeCollapseState, UploadStatementDocumentAIPayload, updateStatementUploadChosen, isReviewTransactionBankTransferType, isReviewTransactionBillPaymentType, isReviewTransactionCreditCardPaymentType, isReviewTransactionDepositType, isReviewTransactionExpenseType, isReviewTransactionCreditCardCreditType, setStatementParseInProgress, };
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export { JEScheduleLocalData };
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export { ExpenseAutomationJESchedulesViewSelector, JEAccountSettingsView, JEScheduledTransactionWithFailedEntries, };
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export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateSelectedCheckboxTransactionIds, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, TransactionsSortKey, toTransactionsSortKey, TransactionsTab, TransactionCategorizationLineItemData, TransactionReviewLocalData, SupportedTransactionCategorization, ExpenseAutomationTransactionsViewState, ExpenseAutomationTransactionsViewUIState, ExpenseAutomationTransactionViewSelector, TransactionReviewLocalDataSelectorView, };
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export { fetchTransactionCategorization, fetchTransactionCategorizationView, updateTransactionCategorizationUIState, updateTransactionFilters, updateSelectedCheckboxTransactionIds, markCategoryClassRecommendationsFailureForCategorization, setEntityRecommendationForLineIdsForCategorization, initializeTransactionCategorizationViewLocalData, setAllItemsToCategoryClassInLocalDataForCategorization, saveTransactionCategorizationLocalData, fetchTransactionCategorizationFailure, saveTransactionCategorization, updateTransactionCategorization, updateTransactionCategorizationSaveStatus, markTransactionAsNotMiscategorized, updateSelectedVendorForTransaction, updateSelectedCustomerForTransaction, updateSelectedTransactionId, syncTransactionCategorizationFromDetailSave, backgroundRefetchReviewTab, clearExpenseAutomationTransactionsView, TransactionsSortKey, toTransactionsSortKey, TransactionsTab, TransactionCategorizationLineItemData, TransactionReviewLocalData, SupportedTransactionCategorization, ExpenseAutomationTransactionsViewState, ExpenseAutomationTransactionsViewUIState, ExpenseAutomationTransactionViewSelector, TransactionReviewLocalDataSelectorView, };
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export { TopExpense, TopExTimePeriod, TOP_EX_TIME_PERIODS };
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export { TimeframeTick, TimeframeTickWithMetaData, toTimeframeTick, mapTimePeriodtoTimeframeTick, toTimePeriod, toAbsoluteDay, toMonthYearPeriodId, convertToPeriod, MonthYearPeriod, };
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export { VendorSpendTrendFilterTabType, toVendorSpendTrendFilterTabsTypeStrict, } from './entity/vendorExpense/vendorExpenseSelector';
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export { getNumberOfPeriods };
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export { SCHEDULE_DAYS_OF_MONTH, ScheduleDaysOfMonth, toScheduleDaysOfMonth, Day, Month, toMonth, toMonthStrict, Quarter, toQuarter, toQuarterStrict, AbsoluteDay, TimePeriod, };
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export { Tenant, TenantView, LoggedInUser, TenantBaseView, CurrentTenant, TenantProductSettings, getTenantBaseById, getCurrentTenant, getIsAccountingClassesEnabled, getIsAccountingProjectsEnabled, getTenantsByCheckInDateSelector, getTenantsBaseByCheckInDateSelector, getTenantsCoreDetailsByCheckInDateSelector, toTenantCoreDetailsView, getTenantBaseViewForTenantView, getTenantBaseViewForTenantId, isZeniDomainTenant, isTenantUsingZeniCOA, TenantsBaseOrdered, TenantsOrdered, TenantCoreDetailsView, fetchActiveTenant, fetchAllTenants, updateCurrentTenant, clearAll, doMagicLinkSignIn, verifyDeviceWithTwoFA, resendVerifyDeviceOTP, sendEmailMagicLinkToUser, doSignIn, updateSignInState, DoSignInPayload, doSignOut, sendSessionHeartbeat, resetSignInState, RoleResource, Connection, fetchExcludedResourcesForTenant, fetchExternalConnectionsForTenant, saveExternalConnectionForTenant, deleteConnection, saveAPIKeyConnection, saveConnectorCredentials, saveOAuthConnection, toExternalIntegrationType, toExternalSupportedTool, fetchSubscriptionSummaryForTenant, isTenantBankingOnly, isTenantCardsOnly, isTenantBookkeepingEnabled, isOtherProductsEnabledForTenant, };
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export { Account, AccountType, AccountBase, StatementCloseDay, toAccountType, AccountReport, NestedAccountReport, AccountWithBalanceReport, AccountGroup, AccountGroupReportV2, AccountGroupType, toAccountGroupType, AccountGroupReport, getAccountGroupKey, AccountGroupKey, RecommendedAccountBase, };
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export { Account, AccountType, AccountBase, StatementCloseDay, toAccountType, AccountReport, NestedAccountReport, AccountWithBalanceReport, AccountGroup, AccountGroupReportV2, AccountGroupType, toAccountGroupType, AccountGroupReport, getAccountGroupKey, AccountGroupKey, RecommendedAccountBase, AccountFilterOption, getAllAccounts, getTransactionFilterAccountOptions, };
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export { Class, ClassBase, RecommendedClassBase, } from './entity/class/classState';
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export { getClassById } from './entity/class/classSelector';
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export { ClassFilterOption, getAllClasses, getClassById, getClassFilterOptions, } from './entity/class/classSelector';
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export { ClassReport } from './entity/class/classSelectorTypes';
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export type { Forecast, ForecastType, toForecastType, } from './entity/forecast/forecastState';
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export { getForecast };
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@@ -728,7 +729,7 @@ export { MatchedTransaction };
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export { SupportedTransaction, SupportedTransactionWithCOT, SupportedTransactionPayload, getSupportedTransactionById, };
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export { clearTransactionList, updateLatestTransactionId, parallelFetchAccountTransactionList, parallelFetchEntityTransactionList, fetchAccountTransactionList, updateTransactionListByAccount, updateTransactionListByAccountFailure, updateTransactionListByAccountUIState, parallelFetchClassTransactionList, updateTransactionListByClassUIState, updateTransactionListByClass, parallelFetchProjectTransactionList, updateTransactionListByProjectUIState, updateTransactionListByProject, updateTransactionListUIStateByCategoryType, parallelFetchTransactionListByCategoryType, };
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export { TransactionListByAccountReport, getTransactionListByAccount, getTransactionListUIStateByAccountKey, };
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export { fetchEntityTransactionList, updateTransactionListByEntity, saveTransactionDetailLocalData, clearTransactionDetailSaveStatus, updateTransactionListByEntityFailure, resetLineItemsCategoryClassInLocalData, setAllLineItemsToCategoryClassInLocalData, saveTransactionDetail, setAllLineItemsLocalDataIsUpdateAllChecked, initializeTransactionDetailLocalData, removeEntityRecommendationForLineIdForTransactionDetail, updateSelectedVendor, updateSelectedCustomer, resetSelectedCustomer, resetVendor, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateVendorToAllLineItems, resetAllLineItemsToVendor, updateLatestSelectedEntity, updateVendorBulkRecommendationsFetchStatus, setIsVendorUpdateAllChecked, };
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export { fetchEntityTransactionList, updateTransactionListByEntity, saveTransactionDetailLocalData, clearTransactionDetailSaveStatus, updateTransactionListByEntityFailure, resetLineItemsCategoryClassInLocalData, setAllLineItemsToCategoryClassInLocalData, saveTransactionDetail, setAllLineItemsLocalDataIsUpdateAllChecked, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, updateSelectedVendor, updateSelectedCustomer, resetSelectedCustomer, resetVendor, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateVendorToAllLineItems, resetAllLineItemsToVendor, updateLatestSelectedEntity, updateVendorBulkRecommendationsFetchStatus, setIsVendorUpdateAllChecked, };
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export { TransactionUpdates, downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentSuccess, downloadAccountingProviderAttachmentFailure, fetchTransactionDetail, updateTransactionDetail, uploadMissingAttachmentSuccess, deleteTransactionAttachment, getThirdPartyIdFromTransactionId, };
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export { TransactionListByEntityView, getTransactionListByEntity };
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export { TransactionListByClassReport, getTransactionListByClass, getTransactionListUIStateByClassKey, TransactionListByProjectReport, getTransactionListByProject, getTransactionListUIStateByProjectKey, getTransactionListByEntityForSinglePeriod, };
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export { AccountListSelectorView, ClassListSelectorView, getClassList, fetchClassList, ProjectListSelectorView, getProjectList, fetchProjectList, };
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export { BillTab, BillsSubTabType, SaveBillStageCode, BillPayReviewSelectorView, DuplicateBillsSelectorView, EditBillDetailSelectorView, LineItemRecommendationsLocalData, EditBillInitialDetails, BillableStatus, PaymentDetailsSection, BillListReport, BillListDownloadReport, WhatForSection, fetchBillList, fetchBillListPerTab, updateTab, updateSubTab, updateSelectedBillId, updateBillDetailSaveBillCode, fetchVendorByNameAndParseInvoice, saveBillUpdatesToLocalStore, discardBillUpdatesInLocalStore, saveBillDetail, approveOrRejectBill, updateApprovalStatusOnSuccess, deleteBill, cancelAndDeleteBill, retryOrRefundBill, getBillList, getBillDownloadList, BillDetailViewSelector, ActorActivityWithUser, BillActivity, StepWithStatus, getBillDetailView, checkApproveRejectBtnShowForBill, BillDetailView, getBillTransactionDetailKey, fetchBillDetail, fetchEditBillDetailPage, fetchAndUpdateVendorRecommendations, fetchDuplicateBill, clearBillPayReview, EditBillDetail, EditBillDetailViewState, getEditBillDetail, getReviewPageBillDetail, BillDetailLocalData, PaymentDetailsSectionView, fetchBillAndInitializeLocalStore, updateShowAutofill, saveVendorSuccessOrFailure, BillPaymentStatus, BillPaymentStatusCodeType, BillPaymentRefundStatus, BillPaymentRefundStatusCodeType, BillStatus, BillStatusCodeType, BillApprovalType, updateBillListUIState, BillListUIState, BillPayViewSortKey, BillPayFilters, BillPayFilterCategory, BillListViewFilterCategoryField, BILL_PAY_FILTER_CATEGORIES, updateVendorDetailLocalData, resetVendorDetailLocalData, resetVendorSaveStatus, updateContactsInVendorDetailLocalData, updateVendorTabDetailUIState, updateContactsInVendorTabDetailLocalData, updateBillUploadFetchState, updateBillListSearchResult, fetchUserDetails, verifyUser, updateVendorContact, PaymentToOption, toPaymentToOption, convertAmountToHomeCurrency, RecurringBillInstance, RecurringBillConfigLocalData, EditRecurringBillType, fetchVendorAndUpdateBillLocalData, markBillForRetry, updateWithdrawFromAccountId, removeBillFileFromLocalStore, replaceBillFileInLocalStore, updateShouldReplaceBillData, };
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export { SpendManagementFiltersType, SpendManagementFilterEntityType, FilterCategoryType, BillPayFilterCategoryDropdownOption, ReimbursementFilterCategoryDropdownOption, TaskFilterCategoryDropdownOption, SpendManagementFilterCategoryDropdownOption, MatchingOperatorDropdownOption, CategoryCombinationOperator, hideCreatedByFilter, };
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export { TRANSACTION_FILTER_CATEGORIES, TransactionFilterAmountMatchingOperator, TransactionFilterCategory, TransactionFilterCategoryDropdownOption, TransactionFilterCategoryField, TransactionFilterEntityType, TransactionFilters, applyTransactionFilters, };
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export { BillPaySetupViewState, ZeniAccountSetupViewState, BillPaySetupViewLocalData, ZeniAccountSetupViewLocalData, PlaidAccountState, fetchBillPaySetupView, fetchZeniAccountSetupView, enableSetup, getPaymentAccounts, getPlaidLinkToken, updateSelectedCompanyOfficer, updateSetupViewLocalStoreData, updateBusinessVerificationDetails, updatePaymentAccount, updatePaymentAccountLoginStatus, updatePaymentAccountStatus, establishPlaidConnection, updateMappedCashAccount, updatePrimaryFundingAccount, acceptBillPayTerms, acceptZeniAccountTerms, acceptBillPayUpdatedTerms, saveSetupViewDataInLocalStore, saveCompnayOfficerPhoneInLocalStore, saveCompnayOfficerAdditionalDocumentsInLocalStore, saveTreasuryAdditionalDocumentsInLocalStore, saveIndustryAndIncDateInLocalStore, clearSetupViewDataInLocalStore, clearBillPaySetupView, clearZeniAccountSetupView, sendOtp, resendOtp, verifyOtp, CompanyDetails, CompanyOfficersDetails, BillPaySetupView, ZeniAccountSetupView, BillPayBusinessVerificationDetails, ZeniAccountBusinessVerificationDetails, TreasuryBusinessVerificationDetails, SetupViewState, SetupViewLocalData, SetupView, BusinessVerificationDetails, getBillPaySetupViewDetails, getPlaidAccountDetails, getZeniAccountSetupViewDetails, getBusinessVerificationDetails, getBillPayBusinessVerificationDetails, getZeniAccountBusinessVerificationDetails, getTreasuryBusinessVerificationDetails, getCommonSetupViewDetails, PlaidConnectionDetails, PlaidLinkTokenType, PlaidAccountKeyType, Token, FundingAccount, getTwoFactorAuthenticationView, getTwoFactorAuthenticationViewForCardUserOnboarding, getTwoFactorAuthenticationViewForChargeCardHolder, TwoFactorAuthenticationView, };
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export { BankConnectionsSetupView, IntegrationsView, getApprovalRuleViewDetails, getBankConnectionsSetupViewDetails, getIntegrationsView, };
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export { fetchUserFinancialAccount };
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@@ -836,7 +838,8 @@ export { Filing1099TinType };
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export { BillPayCardReport };
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export { ReimbursementCardReport };
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export { VendorListViewSortKey, VendorViewUIState, VendorListSelectorView, VendorListQuery, getVendorList, VendorListView, updateSortUiState, updatePageToken, updateYTDSelectionUIState, VendorListViewYTDSpendSortKey, isColumnYTDSpend, isVendorsTabVisible, VendorViewType, VendorReportIDType, toVendorReportIDType, VendorFiling1099ListSelectorView, getVendorFiling1099List, VendorFiling1099ListViewSortKey, VendorFiling1099ViewUIState, VendorFiling1099DownloadData, fetchVendorsFiling1099Download, Type1099Download, VendorFiling1099DownloadDataForType, };
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export { fetchEntityRecommendationsByTransactionId, fetchRecommendationByEntityId, fetchRecommendationByEntityName, };
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export { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName, };
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export type { FetchEntityRecommendationsForLineUpdatePayload, RecommendationLineUpdateFlowType, } from './view/recommendation/recommendationReducer';
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export { fetchOwnerList };
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export { ZeniAccountsConfigSelectorView, getZeniAccountsConfigDetail, ZeniAccountListSelectorView, getZeniAccountList, fetchZeniAccountList, fetchAccountList, DepositAccount, createCheckingAccount, fetchPaymentAccountList, unlinkPaymentAccount, getDepositAccountDetail, DepositAccountDetailSelectorView, DepositAccountListSelectorView, getAllDepositAccounts, getDepositAccountDetailForPDF, DepositAccountDetailForPDF, fetchDepositAccount, fetchZeniAccountsConfig, AccountHistoryWithBalances, TransferDetailLocalData, ReviewTransferDetail, updateTransferMoneyLocalData, updateTransferToLocalData, updateDepositToLocalData, transferMoney, getTransferDetail, TransferDetailSelectorView, clearTransferDetail, clearReviewTransferDetail, fetchReviewTransferDetail, fetchDepositAccountDetail, DepositAccountTransaction, DepositAccountWithAutoTransferRules, DepositTransactionStatusCode, DepositTransactionStatus, CheckDepositLocalData, depositCheck, updateCheckDepositLocalData, clearCheckDeposit, CheckDepositSelectorView, getCheckDepositDetail, updateDepositAccount, fetchDepositAccountHistorySuccess, fetchDepositAccountHistoryFailure, DepositAccountUpdateType, ZeniAccountSummaryWithBalance, fetchZeniAccStatementPage, getZeniAccStatements, ZeniAccStatementsSelectorView, ZeniAccountPaymentMethod, };
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export { CommonHistoryView, HistoricEvent, HistoricEventUpdate, ActivityHistorySelectorView, };
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