@zeniai/client-epic-state 5.0.73 → 5.0.75

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Files changed (69) hide show
  1. package/lib/commonStateTypes/filterPrimitives.d.ts +23 -0
  2. package/lib/commonStateTypes/filterPrimitives.js +21 -0
  3. package/lib/entity/account/accountSelector.d.ts +26 -0
  4. package/lib/entity/account/accountSelector.js +47 -1
  5. package/lib/entity/account/accountState.d.ts +5 -0
  6. package/lib/entity/account/accountState.js +11 -4
  7. package/lib/entity/class/classSelector.d.ts +35 -0
  8. package/lib/entity/class/classSelector.js +50 -0
  9. package/lib/epic.d.ts +2 -1
  10. package/lib/epic.js +2 -1
  11. package/lib/esm/commonStateTypes/filterPrimitives.js +20 -0
  12. package/lib/esm/entity/account/accountSelector.js +46 -1
  13. package/lib/esm/entity/account/accountState.js +7 -1
  14. package/lib/esm/entity/class/classSelector.js +48 -0
  15. package/lib/esm/epic.js +2 -1
  16. package/lib/esm/index.js +14 -8
  17. package/lib/esm/view/companyHealthMetricView/companyHealthMetricViewSelector.js +1 -1
  18. package/lib/esm/view/companyView/helpers/cockpitHelpers.js +1 -1
  19. package/lib/esm/view/companyView/selector/companyManagementViewSelector.js +1 -1
  20. package/lib/esm/view/companyView/selector/companyPortfolioViewSelector.js +1 -1
  21. package/lib/esm/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js +21 -1
  22. package/lib/esm/view/expenseAutomationView/reducers/transactionsViewReducer.js +127 -14
  23. package/lib/esm/view/expenseAutomationView/selectors/transactionCategorizationSelector.js +127 -12
  24. package/lib/esm/view/expenseAutomationView/transactionFilterHelpers.js +258 -0
  25. package/lib/esm/view/recommendation/fetchEntityRecommendationsForLineUpdateEpic.js +87 -0
  26. package/lib/esm/view/recommendation/recommendationHelper.js +29 -0
  27. package/lib/esm/view/recommendation/recommendationReducer.js +26 -1
  28. package/lib/esm/view/spendManagement/spendManagementFilterHelpers.js +4 -2
  29. package/lib/esm/view/subscriptionView/subscriptionViewSelector.js +1 -1
  30. package/lib/esm/view/taskManager/taskListView/taskListReducer.js +1 -1
  31. package/lib/esm/view/transactionDetail/transactionDetailReducer.js +121 -6
  32. package/lib/esm/view/transactionDetail/transactionDetailSelector.js +22 -0
  33. package/lib/index.d.ts +12 -9
  34. package/lib/index.js +44 -32
  35. package/lib/view/companyHealthMetricView/companyHealthMetricViewSelector.js +1 -1
  36. package/lib/view/companyView/helpers/cockpitHelpers.js +1 -1
  37. package/lib/view/companyView/selector/companyManagementViewSelector.js +1 -1
  38. package/lib/view/companyView/selector/companyPortfolioViewSelector.js +1 -1
  39. package/lib/view/companyView/types/cockpitTypes.d.ts +1 -1
  40. package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.d.ts +1 -0
  41. package/lib/view/expenseAutomationView/helpers/transactionCategorizationLocalDataHelper.js +23 -2
  42. package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.d.ts +19 -2
  43. package/lib/view/expenseAutomationView/reducers/transactionsViewReducer.js +127 -14
  44. package/lib/view/expenseAutomationView/selectorTypes/transactionsViewSelectorTypes.d.ts +2 -0
  45. package/lib/view/expenseAutomationView/selectors/transactionCategorizationSelector.d.ts +7 -1
  46. package/lib/view/expenseAutomationView/selectors/transactionCategorizationSelector.js +130 -12
  47. package/lib/view/expenseAutomationView/transactionFilterHelpers.d.ts +66 -0
  48. package/lib/view/expenseAutomationView/transactionFilterHelpers.js +262 -0
  49. package/lib/view/expenseAutomationView/types/transactionsViewState.d.ts +3 -0
  50. package/lib/view/recommendation/fetchEntityRecommendationsForLineUpdateEpic.d.ts +9 -0
  51. package/lib/view/recommendation/fetchEntityRecommendationsForLineUpdateEpic.js +91 -0
  52. package/lib/view/recommendation/recommendationHelper.d.ts +9 -0
  53. package/lib/view/recommendation/recommendationHelper.js +31 -1
  54. package/lib/view/recommendation/recommendationReducer.d.ts +20 -1
  55. package/lib/view/recommendation/recommendationReducer.js +27 -2
  56. package/lib/view/spendManagement/billPay/billList/billListState.d.ts +1 -1
  57. package/lib/view/spendManagement/chargeCards/chargeCardPaymentHistory/chargeCardPaymentHistory.d.ts +1 -1
  58. package/lib/view/spendManagement/reimbursement/remiListView/remiListState.d.ts +1 -1
  59. package/lib/view/spendManagement/spendManagementFilterHelpers.d.ts +12 -3
  60. package/lib/view/spendManagement/spendManagementFilterHelpers.js +4 -2
  61. package/lib/view/subscriptionView/subscriptionViewSelector.js +1 -1
  62. package/lib/view/taskManager/taskListView/taskList.d.ts +1 -1
  63. package/lib/view/taskManager/taskListView/taskListReducer.js +1 -1
  64. package/lib/view/transactionDetail/transactionDetailReducer.d.ts +11 -1
  65. package/lib/view/transactionDetail/transactionDetailReducer.js +122 -7
  66. package/lib/view/transactionDetail/transactionDetailSelector.d.ts +2 -0
  67. package/lib/view/transactionDetail/transactionDetailSelector.js +24 -1
  68. package/lib/view/transactionDetail/transactionDetailTypes.d.ts +1 -0
  69. package/package.json +1 -1
@@ -0,0 +1,87 @@
1
+ import { concat, of, timer } from 'rxjs';
2
+ import { catchError, debounce, filter, groupBy, mergeMap, switchMap, } from 'rxjs/operators';
3
+ import { getIsAccountingClassesEnabled } from '../../entity/tenant/tenantSelector';
4
+ import { getTransactionWithCOT, getTransactionWithCOTFromRecommendations, } from '../../entity/transaction/transactionHelper';
5
+ import { createZeniAPIStatus, isSuccessResponse } from '../../responsePayload';
6
+ import { getUncategorizedAccounts } from '../accountList/accountListSelector';
7
+ import { markCategoryClassRecommendationsCompletedForCategorization, markCategoryClassRecommendationsFailureForCategorization, markCategoryClassRecommendationsInProgressForCategorization, setEntityRecommendationForLineIdsForCategorization, } from '../expenseAutomationView/reducers/transactionsViewReducer';
8
+ import { markCategoryClassRecommendationsCompletedForTransactionDetail, markCategoryClassRecommendationsFailureForTransactionDetail, markCategoryClassRecommendationsInProgressForTransactionDetail, setEntityRecommendationForLineIdsForTransactionDetail, } from '../transactionDetail/transactionDetailReducer';
9
+ import { buildRecommendationUrl, getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT, } from './recommendationHelper';
10
+ import { fetchEntityRecommendationsForLineUpdate } from './recommendationReducer';
11
+ // Close the per-target groupBy bucket after this much idle time so inactive
12
+ // groups don't accumulate forever (each group holds a Subject + a chain of
13
+ // active subscribers; without a duration selector groupBy retains them for
14
+ // the lifetime of the source observable, which is the lifetime of the app).
15
+ // Picked at 60s to leave a generous window for re-fetches on the same
16
+ // payee/transaction/line target while still bounding memory.
17
+ const GROUP_INACTIVITY_TIMEOUT_MS = 60000;
18
+ // Build the groupBy key. Same flow + same transaction + same line set
19
+ // share a target so switchMap can cancel an in-flight prior fetch. Use
20
+ // NUL (\u0000) as separator because it can never appear in transaction
21
+ // or line ids (vs the `|` used in an earlier WIP which collides with
22
+ // pipe-delimited synthetic ids).
23
+ const SEPARATOR = '\u0000';
24
+ const toGroupKey = (flowType, transactionId, lineIds) => `${flowType}${SEPARATOR}${transactionId}${SEPARATOR}${[...lineIds]
25
+ .sort((a, b) => a.localeCompare(b))
26
+ .join(SEPARATOR)}`;
27
+ // Targeted recommendations fetch that drives the per-line skeleton, the
28
+ // list-page row-checkbox uncheck/recheck, and the page-level Save
29
+ // disable.
30
+ //
31
+ // Concurrency model:
32
+ // - groupBy by (flowType, transactionId, sorted lineIds) so distinct
33
+ // targets run in parallel.
34
+ // - inside each group, switchMap so a re-fetch on the SAME target
35
+ // cancels any prior in-flight request for that target.
36
+ // - groupBy duration selector closes idle groups to bound memory.
37
+ export const fetchEntityRecommendationsForLineUpdateEpic = (actions$, 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) => {
38
+ const payload = action.payload;
39
+ const { transactionId, transaction, lineIds } = payload.transactionDetails;
40
+ const { entity, amount, isFetchCOT, isUncategorizedExpenseCategoryEnabled, } = payload;
41
+ // Synchronously emit the start arm so the per-line skeleton +
42
+ // row uncheck happen before the HTTP request begins. The
43
+ // discriminated-union payload narrows `payload.selectedTab` to
44
+ // a non-optional `TransactionsTab` inside the `'categorization'`
45
+ // branch, so no defensive fallthrough is needed.
46
+ const startAction = payload.flowType === 'categorization'
47
+ ? markCategoryClassRecommendationsInProgressForCategorization(payload.selectedTab, transactionId, lineIds)
48
+ : markCategoryClassRecommendationsInProgressForTransactionDetail(transactionId, lineIds);
49
+ const url = buildRecommendationUrl(zeniAPI.apiEndPoints.accountMicroServiceBaseUrl, entity, amount, payload.transactionDetails, isFetchCOT === true);
50
+ const httpStream$ = zeniAPI
51
+ .getJSON(url)
52
+ .pipe(mergeMap((response) => {
53
+ if (!isSuccessResponse(response) || response.data == null) {
54
+ return of(payload.flowType === 'categorization'
55
+ ? markCategoryClassRecommendationsFailureForCategorization(payload.selectedTab, transactionId, lineIds, response.status)
56
+ : markCategoryClassRecommendationsFailureForTransactionDetail(transactionId, lineIds, response.status));
57
+ }
58
+ const recommendationWithCOTByLineId = getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT(response.data.recommendations, lineIds);
59
+ // HTTP 200 with no per-line recommendations: NOT an error.
60
+ // Flip lines to Completed so the skeleton resolves and
61
+ // downstream UI can treat this as "we tried, nothing to
62
+ // apply".
63
+ if (recommendationWithCOTByLineId == null) {
64
+ return of(payload.flowType === 'categorization'
65
+ ? markCategoryClassRecommendationsCompletedForCategorization(payload.selectedTab, transactionId, lineIds)
66
+ : markCategoryClassRecommendationsCompletedForTransactionDetail(transactionId, lineIds));
67
+ }
68
+ const transactionWithCOT = isFetchCOT === true
69
+ ? getTransactionWithCOTFromRecommendations(transaction, recommendationWithCOTByLineId)
70
+ : getTransactionWithCOT(transaction);
71
+ const uncategorizedIncomeExpense = getUncategorizedAccounts(state$.value.accountState, state$.value.accountListState, 'accountList');
72
+ if (payload.flowType === 'categorization') {
73
+ return of(setEntityRecommendationForLineIdsForCategorization(payload.selectedTab, transactionId, transactionWithCOT, lineIds, entity, amount, recommendationWithCOTByLineId, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled, getIsAccountingClassesEnabled(state$.value)));
74
+ }
75
+ return of(setEntityRecommendationForLineIdsForTransactionDetail(transactionId, transactionWithCOT, lineIds, entity, amount, recommendationWithCOTByLineId, uncategorizedIncomeExpense));
76
+ }), catchError((error) => {
77
+ const errorMessage = 'fetchEntityRecommendationsForLineUpdate failed: ' +
78
+ (error instanceof Error
79
+ ? error.message
80
+ : JSON.stringify(error));
81
+ const status = createZeniAPIStatus('Unexpected Error', errorMessage);
82
+ return of(payload.flowType === 'categorization'
83
+ ? markCategoryClassRecommendationsFailureForCategorization(payload.selectedTab, transactionId, lineIds, status)
84
+ : markCategoryClassRecommendationsFailureForTransactionDetail(transactionId, lineIds, status));
85
+ }));
86
+ return concat(of(startAction), httpStream$);
87
+ }))));
@@ -1,4 +1,5 @@
1
1
  import { transformRecommendation, transformRecommendationWithCOT, } from '../../entity/transaction/payloadTypes/transactionPayload';
2
+ import { getActualTransactionID } from '../transactionDetail/transactionDetailState';
2
3
  export const getRecommendationFromRecommendationPayload = (payload) => {
3
4
  if (payload == null || payload.length === 0) {
4
5
  return undefined;
@@ -37,6 +38,34 @@ export const getRecommendationWithCOTFromRecommendationPayloadWithCOT = (payload
37
38
  });
38
39
  return recommendations;
39
40
  };
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
+ };
40
69
  export const getRecommendationByLineIdWithCOTFromRecommendationPayloadWithCOT = (recommendationPayload, lineIds) => {
41
70
  if (recommendationPayload.length === 0) {
42
71
  return undefined;
@@ -33,6 +33,31 @@ 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
+ },
36
61
  fetchRecommendationByEntityName: {
37
62
  reducer(draft, action) {
38
63
  const { entityName, entityType } = action.payload;
@@ -111,7 +136,7 @@ const recommendation = createSlice({
111
136
  },
112
137
  },
113
138
  });
114
- export const { fetchEntityRecommendationsByTransactionId, fetchRecommendationByEntityName, fetchRecommendationByEntityId, updateRecommendationForEntity, updateRecommendationForEntityFailure, indicateReadyToInitializeRecommendation, clearRecommendation, } = recommendation.actions;
139
+ export const { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityName, fetchRecommendationByEntityId, updateRecommendationForEntity, updateRecommendationForEntityFailure, indicateReadyToInitializeRecommendation, clearRecommendation, } = recommendation.actions;
115
140
  export default recommendation.reducer;
116
141
  const doUpdateRecommendationForEntity = (draft, entityId, entityType, payload) => {
117
142
  const key = getEntityRecommendationKey(entityType, entityId);
@@ -8,6 +8,8 @@ import { getActualPaymentDate } from './helpers';
8
8
  import { getApproversOrRejectors as getApproversOrRejectorsForReimbursement, } from './reimbursement/remiListView/remiListSelector';
9
9
  import { ALL_REMI_TABS, getRemiListKey, } from './reimbursement/remiListView/remiListState';
10
10
  //filters items against filter values representing a range. ex: date (from-to), amount(1k<-->5k)
11
+ // Spend Management uses only equal/not_equal — TC amount operators
12
+ // (inBetween, lessThan, greaterThan) live in the TC filter pipeline.
11
13
  const filterItemOnRangeCategoryType = (valueForItem, currentFilter) => {
12
14
  let doesItemFallInValueRange = false;
13
15
  const filterField = currentFilter.field;
@@ -41,7 +43,7 @@ const filterItemOnCategoriesWithSingleValue = (categoryValue, currentFilter, ran
41
43
  return filterItemOnRangeCategoryType(categoryValue, currentFilter);
42
44
  }
43
45
  // if filter category is not rangeType
44
- if (currentFilter.matchingOperator === 'not-equal') {
46
+ if (currentFilter.matchingOperator === 'not_equal') {
45
47
  return currentFilter.values.indexOf(categoryValue.toString()) === -1;
46
48
  }
47
49
  return currentFilter.values.indexOf(categoryValue.toString()) > -1;
@@ -115,7 +117,7 @@ export const applyAdvancedFiltersOnList = (entity, allItems, filters, filteredIt
115
117
  ? getCategoryValueForTaskList(key, item)
116
118
  : getCategoryValueForPaymentHistory(key, item);
117
119
  if (categoryValue == null) {
118
- if (currentFilter.matchingOperator === 'not-equal') {
120
+ if (currentFilter.matchingOperator === 'not_equal') {
119
121
  return true;
120
122
  }
121
123
  return false;
@@ -208,7 +208,7 @@ const applyAdvancedFiltersOnCompaniesList = (allCompanies, filters, filteredComp
208
208
  const key = currentFilter.field;
209
209
  const categoryValue = getCategoryValueForCompany(key, company);
210
210
  if (categoryValue == null) {
211
- if (currentFilter.matchingOperator === 'not-equal') {
211
+ if (currentFilter.matchingOperator === 'not_equal') {
212
212
  return true;
213
213
  }
214
214
  return false;
@@ -66,7 +66,7 @@ export const initialState = {
66
66
  categories: [
67
67
  {
68
68
  field: 'status',
69
- matchingOperator: 'not-equal',
69
+ matchingOperator: 'not_equal',
70
70
  values: ['resolved'],
71
71
  valuesCombinationOperator: 'ANY',
72
72
  },
@@ -238,12 +238,34 @@ 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
- draft.transactionDetailById[key] = {
243
- ...detail,
244
- transactionDetailLocalData: action.payload.transactionLocalData,
245
- };
241
+ if (detail == null) {
242
+ return;
246
243
  }
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
+ };
247
269
  },
248
270
  saveTransactionDetail(draft, action) {
249
271
  const key = getTransactionDetailKey(action.payload.transactionId);
@@ -365,6 +387,21 @@ const transactionDetail = createSlice({
365
387
  const detail = recordGet(draft.transactionDetailById, key, undefined);
366
388
  if (detail != null) {
367
389
  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
+ });
368
405
  draft.transactionDetailById[key] = {
369
406
  ...detail,
370
407
  transactionDetailLocalData: newLocalData,
@@ -385,6 +422,84 @@ const transactionDetail = createSlice({
385
422
  };
386
423
  },
387
424
  },
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
+ },
388
503
  removeEntityRecommendationForLineIdForTransactionDetail: {
389
504
  reducer(draft, action) {
390
505
  const { transaction, lineId } = action.payload;
@@ -656,7 +771,7 @@ const transactionDetail = createSlice({
656
771
  },
657
772
  },
658
773
  });
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;
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;
660
775
  export default transactionDetail.reducer;
661
776
  function getUpdatedEntityLocalData(detail, updates, entity, resetRecommendations, type) {
662
777
  const key = type === 'customer' ? 'customerUpdates' : 'vendorUpdates';
@@ -10,6 +10,26 @@ 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
+ };
13
33
  export const getTransactionDetail = (state, transactionId, fetchLinkedTransactions = true) => {
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
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',
@@ -93,6 +114,7 @@ export const getTransactionDetail = (state, transactionId, fetchLinkedTransactio
93
114
  classHierarchyList,
94
115
  accountsHierarchyList,
95
116
  classList: classList,
117
+ hasInFlightCategoryClassRecommendations,
96
118
  isAccountingClassesEnabled,
97
119
  isAccountingProjectsEnabled,
98
120
  projectList,
package/lib/index.d.ts CHANGED
@@ -39,7 +39,7 @@ import { AgingDateSelectionType, AgingDetailReportInvoice, AgingDetailReportUISt
39
39
  import { isAgingReport, isCashFlowOrBalanceSheetReport, isDashboardClassesViewReport, isDashboardReport, isFluxAnalysisOpExReport, isOpExByVendorReport, isPAndLClassesViewReport, isPAndLProjectViewReport, isPAndLReport } from './commonStateTypes/viewAndReport/reportIDHelper';
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';
@@ -274,7 +274,7 @@ import { clearExpenseAutomationFluxAnalysisView, fetchFluxAnalysisView, reviewFl
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';
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';
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';
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';
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';
278
278
  import { ExpenseAutomationStepDetails, ExpenseAutomationViewSelector } from './view/expenseAutomationView/selectorTypes/expenseAutomationViewSelectorTypes';
279
279
  import { ExpenseAutomationFluxAnalysisViewSelector, FluxAnalysisOperatingExpenseView, FluxAnalysisSectionType, FluxAnalysisVendorView, FluxAnalysisViewSectionReport, FluxVendorAccountsAndClassesView } from './view/expenseAutomationView/selectorTypes/fluxAnalysisViewSelectorTypes';
280
280
  import { JEAccountSettingsView } from './view/expenseAutomationView/selectorTypes/jeAccountSettingsViewSelectorTypes';
@@ -371,7 +371,7 @@ import { ProfitAndLossProjectViewReport } from './view/profitAndLossProjectView/
371
371
  import { ProfitAndLossProjectViewUIState } from './view/profitAndLossProjectView/profitAndLossProjectViewState';
372
372
  import { fetchProjectList } from './view/projectList/projectListReducer';
373
373
  import { ProjectListSelectorView, getProjectList } from './view/projectList/projectListSelector';
374
- import { fetchEntityRecommendationsByTransactionId, fetchRecommendationByEntityId, fetchRecommendationByEntityName } from './view/recommendation/recommendationReducer';
374
+ import { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName } from './view/recommendation/recommendationReducer';
375
375
  import { clearReferrals, fetchReferrals, fetchRewardsPlan, resendReferralInvite, saveReferralFormDataInLocalStore, sendReferralInvite, updateReferViewed, updateReferralListSortUiState } from './view/referralView/referralReducer';
376
376
  import { ReferralListSelectorView, RewardsPlanCardReport, getInviteFormView, getReferralListView, getRewardsPlanCard } from './view/referralView/referralSelector';
377
377
  import { AmountStatusTypes, InviteCompanyLocalData, ReferralAmountStatus, ReferralInvitation, ReferralListViewSortKey, ReferralStatus, ReferralViewState, ReferralViewUIState, RewardsPlanData, StatusTypes, toReferralListViewSortKeyType } from './view/referralView/referralState';
@@ -508,6 +508,7 @@ import { MileageDenomination, MileageDetailsLocalData, RemiSetupViewLocalData, R
508
508
  import { approveOrRejectRemisBulkAction, autoReviewPendingApprovalRemis, cancelOrDeleteRemisBulkAction, clearAllRemisFromBulkActionList, clearRemiBulkActionView, incrementRemiBulkActionProcessedCount, removeRemiFromBulkActionList, reviewDraftRemisBulkAction, submitDraftRemisBulkAction, updateRemisBulkActionList } from './view/spendManagement/reimbursement/remisBulkActionView/remisBulkActionViewReducer';
509
509
  import { RemisBulkReviewView, getRemisBulkOperationProgress, getRemisBulkReviewView } from './view/spendManagement/reimbursement/remisBulkActionView/remisBulkActionViewSelector';
510
510
  import { BillPayFilterCategoryDropdownOption, CategoryCombinationOperator, FilterCategoryType, MatchingOperatorDropdownOption, ReimbursementFilterCategoryDropdownOption, SpendManagementFilterCategoryDropdownOption, SpendManagementFilterEntityType, SpendManagementFiltersType, TaskFilterCategoryDropdownOption, hideCreatedByFilter } from './view/spendManagement/spendManagementFilterHelpers';
511
+ import { TRANSACTION_FILTER_CATEGORIES, TransactionFilterAmountMatchingOperator, TransactionFilterCategory, TransactionFilterCategoryDropdownOption, TransactionFilterCategoryField, TransactionFilterEntityType, TransactionFilters, applyTransactionFilters } from './view/expenseAutomationView/transactionFilterHelpers';
511
512
  import { acceptTreasuryTerms, clearTreasurySetupView, fetchPortfolioAllocation, fetchTreasuryFunds, fetchTreasurySetupView, updateFundAllocationLocalData, updatePortfolioAllocation, updateTreasuryVideoViewed } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewReducer';
512
513
  import { TreasuryBusinessVerificationDetails, TreasurySetupView, getTreasuryBusinessVerificationDetails, getTreasurySetupViewDetails } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewSelector';
513
514
  import { FundAllocationOption, FundComposition, FundData, getTreasuryFundsMaximumYield } from './view/spendManagement/treasury/treasurySetUp/treasurySetupViewState';
@@ -569,7 +570,7 @@ import { TopExAccount, TopExReport, TopExTimePeriodWithMetaData, TopExpenses } f
569
570
  import { TOP_EX_TIME_PERIODS, TopExTimePeriod, TopExpense } from './view/topEx/topExState';
570
571
  import { AccountingProviderAttachmentSelector, getAccountingProviderAttachment } from './view/transactionDetail/getAccountingProviderAttachmentSelector';
571
572
  import { getChangedLineItemCountFromLocalData, isAccountUncategorized } from './view/transactionDetail/transactionDetailLocalDataHelper';
572
- 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';
573
+ 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';
573
574
  import { TransactionDetailReport, VendorDetailsView, getInitialUpdatablePeriodsForTransactionRecommendations, getTransactionDetail, getTransactionDetailForTransaction } from './view/transactionDetail/transactionDetailSelector';
574
575
  import { TransactionUpdates, getThirdPartyIdFromTransactionId } from './view/transactionDetail/transactionDetailState';
575
576
  import { TransactionDetailLineItemData, TransactionDetailLocalData, TransactionVendorUpdates } from './view/transactionDetail/transactionDetailTypes';
@@ -663,16 +664,16 @@ export { fetchMonthEndCloseChecks, fetchMonthClosePerformanceTrend, MonthClosePe
663
664
  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, };
664
665
  export { JEScheduleLocalData };
665
666
  export { ExpenseAutomationJESchedulesViewSelector, JEAccountSettingsView, JEScheduledTransactionWithFailedEntries, };
666
- 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, };
667
+ 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, };
667
668
  export { TopExpense, TopExTimePeriod, TOP_EX_TIME_PERIODS };
668
669
  export { TimeframeTick, TimeframeTickWithMetaData, toTimeframeTick, mapTimePeriodtoTimeframeTick, toTimePeriod, toAbsoluteDay, toMonthYearPeriodId, convertToPeriod, MonthYearPeriod, };
669
670
  export { VendorSpendTrendFilterTabType, toVendorSpendTrendFilterTabsTypeStrict, } from './entity/vendorExpense/vendorExpenseSelector';
670
671
  export { getNumberOfPeriods };
671
672
  export { SCHEDULE_DAYS_OF_MONTH, ScheduleDaysOfMonth, toScheduleDaysOfMonth, Day, Month, toMonth, toMonthStrict, Quarter, toQuarter, toQuarterStrict, AbsoluteDay, TimePeriod, };
672
673
  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, };
673
- export { Account, AccountType, AccountBase, StatementCloseDay, toAccountType, AccountReport, NestedAccountReport, AccountWithBalanceReport, AccountGroup, AccountGroupReportV2, AccountGroupType, toAccountGroupType, AccountGroupReport, getAccountGroupKey, AccountGroupKey, RecommendedAccountBase, };
674
+ export { Account, AccountType, AccountBase, StatementCloseDay, toAccountType, AccountReport, NestedAccountReport, AccountWithBalanceReport, AccountGroup, AccountGroupReportV2, AccountGroupType, toAccountGroupType, AccountGroupReport, getAccountGroupKey, AccountGroupKey, RecommendedAccountBase, AccountFilterOption, getAllAccounts, getTransactionFilterAccountOptions, };
674
675
  export { Class, ClassBase, RecommendedClassBase, } from './entity/class/classState';
675
- export { getClassById } from './entity/class/classSelector';
676
+ export { ClassFilterOption, getAllClasses, getClassById, getClassFilterOptions, } from './entity/class/classSelector';
676
677
  export { ClassReport } from './entity/class/classSelectorTypes';
677
678
  export type { Forecast, ForecastType, toForecastType, } from './entity/forecast/forecastState';
678
679
  export { getForecast };
@@ -728,7 +729,7 @@ export { MatchedTransaction };
728
729
  export { SupportedTransaction, SupportedTransactionWithCOT, SupportedTransactionPayload, getSupportedTransactionById, };
729
730
  export { clearTransactionList, updateLatestTransactionId, parallelFetchAccountTransactionList, parallelFetchEntityTransactionList, fetchAccountTransactionList, updateTransactionListByAccount, updateTransactionListByAccountFailure, updateTransactionListByAccountUIState, parallelFetchClassTransactionList, updateTransactionListByClassUIState, updateTransactionListByClass, parallelFetchProjectTransactionList, updateTransactionListByProjectUIState, updateTransactionListByProject, updateTransactionListUIStateByCategoryType, parallelFetchTransactionListByCategoryType, };
730
731
  export { TransactionListByAccountReport, getTransactionListByAccount, getTransactionListUIStateByAccountKey, };
731
- export { fetchEntityTransactionList, updateTransactionListByEntity, saveTransactionDetailLocalData, clearTransactionDetailSaveStatus, updateTransactionListByEntityFailure, resetLineItemsCategoryClassInLocalData, setAllLineItemsToCategoryClassInLocalData, saveTransactionDetail, setAllLineItemsLocalDataIsUpdateAllChecked, initializeTransactionDetailLocalData, removeEntityRecommendationForLineIdForTransactionDetail, updateSelectedVendor, updateSelectedCustomer, resetSelectedCustomer, resetVendor, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateVendorToAllLineItems, resetAllLineItemsToVendor, updateLatestSelectedEntity, updateVendorBulkRecommendationsFetchStatus, setIsVendorUpdateAllChecked, };
732
+ export { fetchEntityTransactionList, updateTransactionListByEntity, saveTransactionDetailLocalData, clearTransactionDetailSaveStatus, updateTransactionListByEntityFailure, resetLineItemsCategoryClassInLocalData, setAllLineItemsToCategoryClassInLocalData, saveTransactionDetail, setAllLineItemsLocalDataIsUpdateAllChecked, initializeTransactionDetailLocalData, markCategoryClassRecommendationsFailureForTransactionDetail, removeEntityRecommendationForLineIdForTransactionDetail, updateSelectedVendor, updateSelectedCustomer, resetSelectedCustomer, resetVendor, updateLocalDataWithTransactionsUpdateWithVendorCheckbox, updateVendorToAllLineItems, resetAllLineItemsToVendor, updateLatestSelectedEntity, updateVendorBulkRecommendationsFetchStatus, setIsVendorUpdateAllChecked, };
732
733
  export { TransactionUpdates, downloadAccountingProviderAttachment, downloadAccountingProviderAttachmentSuccess, downloadAccountingProviderAttachmentFailure, fetchTransactionDetail, updateTransactionDetail, uploadMissingAttachmentSuccess, deleteTransactionAttachment, getThirdPartyIdFromTransactionId, };
733
734
  export { TransactionListByEntityView, getTransactionListByEntity };
734
735
  export { TransactionListByClassReport, getTransactionListByClass, getTransactionListUIStateByClassKey, TransactionListByProjectReport, getTransactionListByProject, getTransactionListUIStateByProjectKey, getTransactionListByEntityForSinglePeriod, };
@@ -798,6 +799,7 @@ export { MilageReimbursementLine, OutofPocketReimbursementLine, ReimbursementLin
798
799
  export { AccountListSelectorView, ClassListSelectorView, getClassList, fetchClassList, ProjectListSelectorView, getProjectList, fetchProjectList, };
799
800
  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, };
800
801
  export { SpendManagementFiltersType, SpendManagementFilterEntityType, FilterCategoryType, BillPayFilterCategoryDropdownOption, ReimbursementFilterCategoryDropdownOption, TaskFilterCategoryDropdownOption, SpendManagementFilterCategoryDropdownOption, MatchingOperatorDropdownOption, CategoryCombinationOperator, hideCreatedByFilter, };
802
+ export { TRANSACTION_FILTER_CATEGORIES, TransactionFilterAmountMatchingOperator, TransactionFilterCategory, TransactionFilterCategoryDropdownOption, TransactionFilterCategoryField, TransactionFilterEntityType, TransactionFilters, applyTransactionFilters, };
801
803
  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, };
802
804
  export { BankConnectionsSetupView, IntegrationsView, getApprovalRuleViewDetails, getBankConnectionsSetupViewDetails, getIntegrationsView, };
803
805
  export { fetchUserFinancialAccount };
@@ -836,7 +838,8 @@ export { Filing1099TinType };
836
838
  export { BillPayCardReport };
837
839
  export { ReimbursementCardReport };
838
840
  export { VendorListViewSortKey, VendorViewUIState, VendorListSelectorView, VendorListQuery, getVendorList, VendorListView, updateSortUiState, updatePageToken, updateYTDSelectionUIState, VendorListViewYTDSpendSortKey, isColumnYTDSpend, isVendorsTabVisible, VendorViewType, VendorReportIDType, toVendorReportIDType, VendorFiling1099ListSelectorView, getVendorFiling1099List, VendorFiling1099ListViewSortKey, VendorFiling1099ViewUIState, VendorFiling1099DownloadData, fetchVendorsFiling1099Download, Type1099Download, VendorFiling1099DownloadDataForType, };
839
- export { fetchEntityRecommendationsByTransactionId, fetchRecommendationByEntityId, fetchRecommendationByEntityName, };
841
+ export { fetchEntityRecommendationsByTransactionId, fetchEntityRecommendationsForLineUpdate, fetchRecommendationByEntityId, fetchRecommendationByEntityName, };
842
+ export type { FetchEntityRecommendationsForLineUpdatePayload, RecommendationLineUpdateFlowType, } from './view/recommendation/recommendationReducer';
840
843
  export { fetchOwnerList };
841
844
  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, };
842
845
  export { CommonHistoryView, HistoricEvent, HistoricEventUpdate, ActivityHistorySelectorView, };