npm - @zeniai/client-epic-state - Versions diffs - 5.0.83-betaRR2 → 5.0.83-betaRR4 - Mend

@zeniai/client-epic-state 5.0.83-betaRR2 → 5.0.83-betaRR4

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package/lib/esm/entity/account/accountState.js.map ADDED Viewed

@@ -0,0 +1 @@

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'', ALL_ACCOUNT_TYPES);\n\n/** Account types used for payment-account filters (e.g. transaction filter \"payment account name\"). */\nexport const PAYMENT_ACCOUNT_TYPES = ['bank', 'credit_card'] as const;\nexport type PaymentAccountType = (typeof PAYMENT_ACCOUNT_TYPES)[number];\n\nexport function isPaymentAccountType(\n accountType: AccountType | undefined\n): accountType is PaymentAccountType {\n return (\n accountType != null &&\n (PAYMENT_ACCOUNT_TYPES as readonly string[]).includes(accountType)\n );\n}\n\nexport type UncategorizedAccountTypes = 'expense' | 'income';\n\nconst ALL_ACCOUNT_LABELS = [\n 'uncategorized_income',\n 'uncategorized_expense',\n 'prepaid_expenses',\n 'fixed_assets',\n 'bank_charges_and_fees',\n 'travel_transportation',\n 'accrued_expenses',\n] as const;\n\n// eslint-disable-next-line @typescript-eslint/no-unused-vars\nconst toAccountLabel = (v: string) => stringToUnion(v, ALL_ACCOUNT_LABELS);\nexport type AccountLabel = ReturnType<typeof toAccountLabel>;\nexport const toAccountLabelStrict = (\n v: string | null | undefined\n): AccountLabel | undefined => stringToUnionStrict(v ?? '', ALL_ACCOUNT_LABELS);\n\nexport function getAccountKey(\n reportIdUniqueKey: ReportIDPlusForecastID,\n accountId: ID,\n classesViewParentId?: ClassesViewParentID,\n accountsViewParentId?: AccountsViewParentID,\n projectsViewParentId?: ProjectsViewParentID\n) {\n if (projectsViewParentId != null) {\n return `${projectsViewParentId.sectionId}-${projectsViewParentId.projectId}-${accountId}-${reportIdUniqueKey}` as const;\n }\n if (classesViewParentId != null && accountsViewParentId == null) {\n return `${classesViewParentId.sectionId}-${\n classesViewParentId.parentClassId != null\n ? getNestedClassIDStr(classesViewParentId.parentClassId)\n : ''\n }-${accountId}-${reportIdUniqueKey}` as const;\n }\n if (classesViewParentId == null && accountsViewParentId != null) {\n return `${accountsViewParentId.sectionId}-${\n accountsViewParentId.parentAccountId != null\n ? getNestedAccountIDStr(accountsViewParentId.parentAccountId)\n : ''\n }-${accountId}-${reportIdUniqueKey}` as const;\n }\n\n if (classesViewParentId != null && accountsViewParentId != null) {\n return `${classesViewParentId.sectionId}-${\n classesViewParentId.parentClassId != null\n ? getNestedClassIDStr(classesViewParentId.parentClassId)\n : ''\n }-${accountsViewParentId.sectionId}-${\n accountsViewParentId.parentAccountId != null\n ? getNestedAccountIDStr(accountsViewParentId.parentAccountId)\n : ''\n }-${accountId}-${reportIdUniqueKey}` as const;\n }\n return `${accountId}-${reportIdUniqueKey}` as const;\n}\nexport type AccountKey = ReturnType<typeof getAccountKey>;\n\nconst ALL_RECONCILIATION_ACCOUNT_SOURCES = ['plaid', 'bank_statement'] as const;\nexport const toReconciliationAccountSource = (v: string) =>\n stringToUnion(v, ALL_RECONCILIATION_ACCOUNT_SOURCES);\nexport type ReconciliationAccountSourceType = ReturnType<\n typeof toReconciliationAccountSource\n>;\nexport const toReconciliationAccountSourceStrict = (\n v: string | null | undefined\n): ReconciliationAccountSourceType | undefined =>\n stringToUnionStrict(v ?? '', ALL_RECONCILIATION_ACCOUNT_SOURCES);\n\nexport interface AccountState {\n accountsByKey: Record<AccountKey, Account>;\n}\n\nexport type StatementCloseDay = number | 'LAST_DAY_OF_THE_MONTH';\n\nexport interface Tax1099Config {\n boxType: string | null;\n expenseType1099: string | null;\n isBankAccount: boolean;\n isExpenseAccount: boolean;\n type1099: string | null;\n}\n\nexport interface AccountBase {\n accountDescription: string;\n accountId: ID;\n accountName: string;\n labels: AccountLabel[];\n\n accountSubType?: string;\n accountType?: AccountType;\n coaId?: ID;\n isBillEditableCoaAccountType?: boolean; // whether the account is editable in qbo or not\n isDeleted?: boolean; // is the account deleted in qbo\n isPreFilled?: boolean; // whether the account is pre-filled from the recommendations\n last4Digits?: string;\n logo?: ZeniUrl;\n paymentType?: string;\n paymentTypeName?: string;\n qboId?: ID;\n reconciliationSource?: ReconciliationAccountSourceType;\n tax1099Config?: Tax1099Config;\n}\nexport interface RecommendedAccountBase\n extends AccountBase, RecommendationBase {\n accountNameConfidence?: number;\n}\n\nexport interface RecommendedAccountBaseWithCOT extends RecommendedAccountBase {\n cot: string[];\n reasoning: string;\n}\n\nexport interface Account extends AccountBase {\n key: AccountKey;\n accountsViewParentId?: AccountsViewParentID;\n assets?: COABalanceGrouped;\n balance?: Balance;\n balancesByPeriod?: COABalanceGroupedByPeriod;\n cashIn?: COABalanceGrouped;\n cashOut?: COABalanceGrouped;\n cashPosition?: COABalanceGrouped;\n classesViewParentId?: ClassesViewParentID;\n cogs?: COABalanceGrouped;\n equity?: COABalanceGrouped;\n expenses?: COABalanceGrouped;\n financingActivities?: COABalanceGrouped;\n income?: COABalanceGrouped;\n investingActivities?: COABalanceGrouped;\n liabilities?: COABalanceGrouped;\n operatingActivities?: COABalanceGrouped;\n otherExpenses?: COABalanceGrouped;\n otherIncome?: COABalanceGrouped;\n projectsViewParentId?: ProjectsViewParentID;\n statementCloseDay?: StatementCloseDay;\n status?: Status;\n}\n\nexport interface AccountMetadata extends AccountBase {\n isSubAccount: boolean;\n parentAccountId: ID | undefined;\n}\n"]}

package/lib/esm/entity/account/pickAndMergeForecastAccountReport.js.map ADDED Viewed

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+ 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["import differenceBy from 'lodash/differenceBy';\n\nimport {isEqualNestedAccountId} from '../../commonStateTypes/accountView/nestedAccountID';\nimport {\n cloneAndResetBalanceSlice,\n pickAndMergeForecast,\n} from '../../commonStateTypes/coaBalance/pickAndMergeForecast';\nimport {AccountReport} from './accountSelector';\nimport {NestedAccountReport} from './subAccountSelector';\n\nexport function pickAndMergeForecastAccountReport(\n reportA: AccountReport,\n reportF: AccountReport\n): AccountReport {\n const reportResult: AccountReport = Object.assign({}, reportA);\n reportResult.cashPositionInTimeframe = pickAndMergeForecast(\n reportA.cashPositionInTimeframe,\n reportF.cashPositionInTimeframe\n );\n reportResult.expensesInTimeframe = pickAndMergeForecast(\n reportA.expensesInTimeframe,\n reportF.expensesInTimeframe\n );\n reportResult.incomeInTimeframe = pickAndMergeForecast(\n reportA.incomeInTimeframe,\n reportF.incomeInTimeframe\n );\n reportResult.cogsInTimeframe = pickAndMergeForecast(\n reportA.cogsInTimeframe,\n reportF.cogsInTimeframe\n );\n reportResult.cashInInTimeframe = pickAndMergeForecast(\n reportA.cashInInTimeframe,\n reportF.cashInInTimeframe\n );\n reportResult.cashOutInTimeframe = pickAndMergeForecast(\n reportA.cashOutInTimeframe,\n reportF.cashOutInTimeframe\n );\n reportResult.otherIncomeInTimeframe = pickAndMergeForecast(\n reportA.otherIncomeInTimeframe,\n reportF.otherIncomeInTimeframe\n );\n reportResult.otherExpensesInTimeframe = pickAndMergeForecast(\n reportA.otherExpensesInTimeframe,\n reportF.otherExpensesInTimeframe\n );\n reportResult.equityInTimeframe = pickAndMergeForecast(\n reportA.equityInTimeframe,\n reportF.equityInTimeframe\n );\n reportResult.assetsInTimeframe = pickAndMergeForecast(\n reportA.assetsInTimeframe,\n reportF.assetsInTimeframe\n );\n reportResult.liabilitiesInTimeframe = pickAndMergeForecast(\n reportA.liabilitiesInTimeframe,\n reportF.liabilitiesInTimeframe\n );\n reportResult.operatingActivitiesInTimeframe = pickAndMergeForecast(\n reportA.operatingActivitiesInTimeframe,\n reportF.operatingActivitiesInTimeframe\n );\n reportResult.investingActivitiesInTimeframe = pickAndMergeForecast(\n reportA.investingActivitiesInTimeframe,\n reportF.investingActivitiesInTimeframe\n );\n reportResult.financingActivitiesInTimeframe = pickAndMergeForecast(\n reportA.financingActivitiesInTimeframe,\n reportF.financingActivitiesInTimeframe\n );\n reportResult.balancesInTimeframe = pickAndMergeForecast(\n reportA.balancesInTimeframe,\n reportF.balancesInTimeframe\n );\n return reportResult;\n}\n\nexport function pickAndMergeForecastAccounts(\n accountsA: AccountReport[],\n accountsF: AccountReport[]\n): AccountReport[] {\n const resultAccounts: AccountReport[] = [];\n const forecastOnlyAccounts: AccountReport[] = differenceBy(\n accountsF,\n accountsA,\n 'accountId'\n );\n const zeroActualsAccounts: AccountReport[] = forecastOnlyAccounts.map(\n (account) => cloneAccountWithZeroBalance(account)\n );\n const targetAccountsA: AccountReport[] = [\n ...accountsA,\n ...zeroActualsAccounts,\n ];\n targetAccountsA.forEach((accountA) => {\n const matchingAccountF = accountsF.find(\n (accountF) => accountF.accountId === accountA.accountId\n );\n if (matchingAccountF != null) {\n resultAccounts.push(\n pickAndMergeForecastAccountReport(accountA, matchingAccountF)\n );\n } else {\n resultAccounts.push(accountA);\n }\n });\n\n return resultAccounts;\n}\n\nexport function pickAndMergeForecastNestedAccounts(\n nestedAccountsA: NestedAccountReport[],\n nestedAccountsF: NestedAccountReport[]\n): NestedAccountReport[] {\n const nestedResultAccounts: NestedAccountReport[] = [];\n nestedAccountsA.forEach((nestedChildA) => {\n // find forecast account in nestedAccountsF children\n const nestedChildF = nestedAccountsF.find((childF) =>\n isEqualNestedAccountId(childF.id, nestedChildA.id)\n );\n if (nestedChildF != null) {\n const nestedResultAccount = pickAndMergeForecastNestedAccount(\n nestedChildA,\n nestedChildF\n );\n nestedResultAccounts.push(nestedResultAccount);\n } else {\n nestedResultAccounts.push(nestedChildA);\n }\n });\n\n return nestedResultAccounts;\n}\n\nfunction pickAndMergeForecastNestedAccount(\n nestedAccountsA: NestedAccountReport,\n nestedAccountsF: NestedAccountReport\n): NestedAccountReport {\n const accountsA = nestedAccountsA.account;\n const accountsF = nestedAccountsF.account;\n\n const mergedAccounts = pickAndMergeForecastAccounts([accountsA], [accountsF]);\n\n return {\n ...nestedAccountsA,\n account: mergedAccounts[0],\n children: pickAndMergeForecastNestedAccounts(\n nestedAccountsA.children,\n nestedAccountsF.children\n ),\n };\n}\n\nexport function cloneAndResetNestedAccount(\n accountReport: NestedAccountReport\n): NestedAccountReport {\n const clonedAccount = {\n ...accountReport,\n account: cloneAccountWithZeroBalance(accountReport.account),\n children: accountReport.children.map((accChild) =>\n cloneAndResetNestedAccount(accChild)\n ),\n };\n\n return clonedAccount;\n}\n\n/**\n * Clones the given account, and sets all balances to Zero in the cloned account\n * @param account\n * @returns cloned account with zero balances\n */\nfunction cloneAccountWithZeroBalance(account: AccountReport): AccountReport {\n const clonedAccount = Object.assign({}, account); //Note: Just shallow copy is enough because the balances are clonedDeep.\n clonedAccount.balancesInTimeframe = cloneAndResetBalanceSlice(\n clonedAccount.balancesInTimeframe\n );\n clonedAccount.cashPositionInTimeframe = cloneAndResetBalanceSlice(\n clonedAccount.cashPositionInTimeframe\n );\n clonedAccount.expensesInTimeframe = cloneAndResetBalanceSlice(\n clonedAccount.expensesInTimeframe\n );\n clonedAccount.incomeInTimeframe = cloneAndResetBalanceSlice(\n clonedAccount.incomeInTimeframe\n );\n clonedAccount.cogsInTimeframe = cloneAndResetBalanceSlice(\n clonedAccount.cogsInTimeframe\n );\n clonedAccount.cashInInTimeframe = cloneAndResetBalanceSlice(\n clonedAccount.cashInInTimeframe\n );\n clonedAccount.cashOutInTimeframe = cloneAndResetBalanceSlice(\n clonedAccount.cashOutInTimeframe\n );\n clonedAccount.otherIncomeInTimeframe = cloneAndResetBalanceSlice(\n clonedAccount.otherIncomeInTimeframe\n );\n clonedAccount.otherExpensesInTimeframe = cloneAndResetBalanceSlice(\n clonedAccount.otherExpensesInTimeframe\n );\n clonedAccount.equityInTimeframe = cloneAndResetBalanceSlice(\n clonedAccount.equityInTimeframe\n );\n clonedAccount.assetsInTimeframe = cloneAndResetBalanceSlice(\n clonedAccount.assetsInTimeframe\n );\n clonedAccount.liabilitiesInTimeframe = cloneAndResetBalanceSlice(\n clonedAccount.liabilitiesInTimeframe\n );\n clonedAccount.operatingActivitiesInTimeframe = cloneAndResetBalanceSlice(\n clonedAccount.operatingActivitiesInTimeframe\n );\n clonedAccount.investingActivitiesInTimeframe = cloneAndResetBalanceSlice(\n clonedAccount.investingActivitiesInTimeframe\n );\n clonedAccount.financingActivitiesInTimeframe = cloneAndResetBalanceSlice(\n clonedAccount.financingActivitiesInTimeframe\n );\n\n return clonedAccount;\n}\n\nexport const cloneAccountsWithZeroBalance = (accounts: AccountReport[]) =>\n accounts.map((account) => cloneAccountWithZeroBalance(account));\n"]}

package/lib/esm/entity/account/subAccountSelector.js.map ADDED Viewed

@@ -0,0 +1 @@

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{\n parentAccountId: id.accountIdHierarchy.id,\n sectionId: id.accountsViewParentId.sectionId,\n }\n : undefined,\n },\n filter,\n id.accountIdHierarchy.children.length > 1,\n additionalBalancesOptions\n );\n if (report != null) {\n childrenReports.push(report);\n }\n });\n\n // sort the children accounts based on their totals.\n const sortedChildren = sortNestedAccounts(childrenReports, filter);\n\n return {\n id: id.accountIdHierarchy.id,\n account: accountReport,\n isLeafAccount: id.accountIdHierarchy.children.length === 0,\n children: sortedChildren,\n hasSiblings: accountHasSiblings,\n };\n};\n\nexport const sortNestedAccounts = (\n accounts: NestedAccountReport[],\n filter: COABalancesFilter,\n order: EntityOrder = 'last_balance_descending'\n) => {\n return accounts.sort((aAccount, bAccount) => {\n const a = aAccount.account;\n const b = bAccount.account;\n return sortComparatorWithTotals(\n a.balancesInTimeframe,\n b.balancesInTimeframe,\n filter.balancesRange.orderBy,\n order\n );\n });\n};\n"]}

package/lib/esm/entity/accountGroup/accountGroupPayload.js.map ADDED Viewed

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+ {"version":3,"file":"accountGroupPayload.js","sourceRoot":"","sources":["../../../../src/entity/accountGroup/accountGroupPayload.ts"],"names":[],"mappings":"","sourcesContent":["import {COABalanceGroupedPayload} from '../../commonPayloadTypes/coaBalancePayload';\nimport {ID} from '../../commonStateTypes/common';\n\nexport interface AccountGroupMetadataPayload {\n account_group_id: string;\n account_group_name: string;\n account_group_type: string;\n is_sub_account_group_false?: boolean | null;\n parent_account_group_id?: string | null;\n}\n\nexport interface AccountGroupPayload extends AccountGroupMetadataPayload {\n account_ids: ID[];\n assets?: COABalanceGroupedPayload;\n cash_in?: COABalanceGroupedPayload;\n cash_out?: COABalanceGroupedPayload;\n cogs?: COABalanceGroupedPayload;\n equity?: COABalanceGroupedPayload;\n expenses?: COABalanceGroupedPayload;\n financing_activities?: COABalanceGroupedPayload;\n income?: COABalanceGroupedPayload;\n investing_activities?: COABalanceGroupedPayload;\n liabilities?: COABalanceGroupedPayload;\n operating_activities?: COABalanceGroupedPayload;\n}\n"]}

package/lib/esm/entity/accountGroup/accountGroupReducer.js.map ADDED Viewed

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+ 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{PayloadAction, createSlice} from '@reduxjs/toolkit';\nimport assignWith from 'lodash/assignWith';\n\nimport {mapCOABalanceGroupedPayloadToCOABalanceGrouped} from '../../commonPayloadTypes/coaBalancePayload';\nimport {AccountGroupMetadataWithBalancesPayload} from '../../commonPayloadTypes/subAccountView/reportBySubAccountPayload';\nimport {mapCOABalanceGroupedByPeriodPayloadV2ToCOABalanceGroupedByPeriod} from '../../commonPayloadTypes/v2/coaBalancePayload';\nimport {CurrencyPayload} from '../../commonPayloadTypes/v2/viewAndReportPayloadv2';\nimport {ID, UpdateType} from '../../commonStateTypes/common';\nimport {ReportIDPlusForecastID} from '../../commonStateTypes/viewAndReport/viewAndReport';\nimport {\n AccountGroupMetadataPayload,\n AccountGroupPayload,\n} from './accountGroupPayload';\nimport {\n AccountGroup,\n AccountGroupBase,\n AccountGroupKey,\n AccountGroupState,\n AccountGroupType,\n getAccountGroupKey,\n toAccountGroupType,\n} from './accountGroupState';\n\nexport const initialState: AccountGroupState = {\n accountGroupsByKey: {} as Record<AccountGroupKey, AccountGroup>,\n};\n\nconst accountGroup = createSlice({\n name: 'accountGroup',\n initialState,\n reducers: {\n updateAccountGroups: {\n reducer(\n draft,\n action: PayloadAction<\n AccountGroupPayload[],\n string,\n {reportId: ReportIDPlusForecastID; updateType: UpdateType}\n >\n ) {\n doUpdateAccountGroups(\n draft.accountGroupsByKey,\n action.payload,\n action.meta.reportId,\n action.meta.updateType\n );\n },\n prepare(\n payload: AccountGroupPayload[],\n reportId: ReportIDPlusForecastID,\n updateType: UpdateType = 'merge'\n ) {\n return {payload, meta: {reportId, updateType}};\n },\n },\n addAccountGroupsWithBalances: {\n reducer(\n draft,\n action: PayloadAction<{\n accountGroupWithBalances: AccountGroupMetadataWithBalancesPayload[];\n currencyPayload: CurrencyPayload;\n reportId: ReportIDPlusForecastID;\n sectionId: ID;\n timeframe: 'month' | 'quarter' | 'year';\n }>\n ) {\n doUpdateMultipleAccountGroupsWithBalances(\n draft.accountGroupsByKey,\n action.payload.timeframe,\n action.payload.accountGroupWithBalances,\n action.payload.currencyPayload,\n action.payload.sectionId,\n action.payload.reportId\n );\n },\n prepare(\n timeframe: 'month' | 'quarter' | 'year',\n accountGroupWithBalances: AccountGroupMetadataWithBalancesPayload[],\n currencyPayload: CurrencyPayload,\n sectionId: ID,\n reportId: ReportIDPlusForecastID\n ) {\n return {\n payload: {\n timeframe,\n accountGroupWithBalances,\n currencyPayload,\n sectionId,\n reportId,\n },\n };\n },\n },\n clearAllAccountGroups(draft) {\n draft.accountGroupsByKey = {} as Record<AccountGroupKey, AccountGroup>;\n },\n },\n});\n\nexport const {\n updateAccountGroups,\n addAccountGroupsWithBalances,\n clearAllAccountGroups,\n} = accountGroup.actions;\nexport default accountGroup.reducer;\n\n/**\n * Helper functions\n */\n\n/**\n * Update accountGroupById draft\n * @param draft\n * @param payload\n */\nfunction doUpdateAccountGroups(\n draft: Record<AccountGroupKey, AccountGroup>,\n payload: AccountGroupPayload[],\n reportId: ReportIDPlusForecastID,\n updateType: UpdateType\n) {\n payload.forEach((accountGroupPayload) => {\n const latestAccountGroup = mapAccountGroupPayloadToAccountGroup(\n accountGroupPayload,\n reportId\n );\n if (latestAccountGroup.key in draft && updateType === 'merge') {\n assignWith(\n draft[latestAccountGroup.key],\n latestAccountGroup,\n (objValue, srcValue) => (srcValue == null ? objValue : srcValue) // IMPORTANT: replace the value only when source has valid value. Otherwise keep the existing value!\n );\n } else {\n draft[latestAccountGroup.key] = latestAccountGroup;\n }\n });\n}\n\nconst mapAccountGroupPayloadToAccountGroup = (\n payload: AccountGroupPayload,\n reportId: ReportIDPlusForecastID\n): AccountGroup => ({\n key: getAccountGroupKey(\n payload.account_group_id,\n toAccountGroupType(payload.account_group_type),\n reportId\n ),\n accountGroupId: payload.account_group_id,\n accountGroupName: payload.account_group_name,\n accountGroupType: toAccountGroupType(payload.account_group_type),\n accountIds: payload.account_ids,\n expenses:\n payload.expenses == null\n ? undefined\n : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.expenses),\n income:\n payload.income == null\n ? undefined\n : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.income),\n cogs:\n payload.cogs == null\n ? undefined\n : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.cogs),\n cashIn:\n payload.cash_in == null\n ? undefined\n : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.cash_in),\n cashOut:\n payload.cash_out == null\n ? undefined\n : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.cash_out),\n equity:\n payload.equity == null\n ? undefined\n : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.equity),\n assets:\n payload.assets == null\n ? undefined\n : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.assets),\n liabilities:\n payload.liabilities == null\n ? undefined\n : mapCOABalanceGroupedPayloadToCOABalanceGrouped(payload.liabilities),\n operatingActivities:\n payload.operating_activities == null\n ? undefined\n : mapCOABalanceGroupedPayloadToCOABalanceGrouped(\n payload.operating_activities\n ),\n investingActivities:\n payload.investing_activities == null\n ? undefined\n : mapCOABalanceGroupedPayloadToCOABalanceGrouped(\n payload.investing_activities\n ),\n financingActivities:\n payload.financing_activities == null\n ? undefined\n : mapCOABalanceGroupedPayloadToCOABalanceGrouped(\n payload.financing_activities\n ),\n});\n\nconst doUpdateMultipleAccountGroupsWithBalances = (\n draft: Record<AccountGroupKey, AccountGroup>,\n timeframe: 'month' | 'quarter' | 'year',\n accountGroupWithBalances: AccountGroupMetadataWithBalancesPayload[],\n currencyPayload: CurrencyPayload,\n sectionId: ID,\n reportId: ReportIDPlusForecastID\n) => {\n accountGroupWithBalances.forEach((accountGroupPayload) => {\n const accountGroupKey = getAccountGroupKey(\n accountGroupPayload.accountGroupMetadataPayload.account_group_id,\n toAccountGroupType(sectionId),\n reportId\n );\n\n const balancesByPeriod =\n mapCOABalanceGroupedByPeriodPayloadV2ToCOABalanceGroupedByPeriod(\n accountGroupPayload.accountGroupBalances,\n currencyPayload,\n timeframe\n );\n if (accountGroupKey in draft) {\n // only add balances\n draft[accountGroupKey].balancesByPeriod = Object.assign(\n {},\n draft[accountGroupKey].balancesByPeriod,\n balancesByPeriod\n );\n } else {\n const accountGroup: AccountGroup = {\n ...mapAccountGroupMetadataPayloadV2ToAccountGroupBase(\n accountGroupPayload.accountGroupMetadataPayload,\n sectionId,\n reportId\n ),\n balancesByPeriod: balancesByPeriod,\n nestedAccountIds: accountGroupPayload.nestedAccountIds,\n accountIds: [],\n };\n draft[accountGroupKey] = accountGroup;\n }\n });\n};\n\nconst mapAccountGroupMetadataPayloadV2ToAccountGroupBase = (\n accountGroupMetadataPayload: AccountGroupMetadataPayload,\n sectionId: ID,\n reportId: ReportIDPlusForecastID\n): AccountGroupBase => {\n return {\n key: getAccountGroupKey(\n accountGroupMetadataPayload.account_group_id,\n sectionId as AccountGroupType,\n reportId\n ),\n accountGroupId: accountGroupMetadataPayload.account_group_id,\n accountGroupName: accountGroupMetadataPayload.account_group_name,\n accountGroupType: toAccountGroupType(\n accountGroupMetadataPayload.account_group_type\n ),\n };\n};\n"]}

package/lib/esm/entity/accountGroup/accountGroupSelector.js.map ADDED Viewed

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{getCOABalances} from '../../commonStateTypes/coaBalance/coaBalance';\nimport {COABalancesFilter} from '../../commonStateTypes/coaBalance/coaBalancesFilter';\nimport {sortComparator} from '../../commonStateTypes/coaBalance/sortBalancesByFreeRangeTotal';\nimport {ID} from '../../commonStateTypes/common';\nimport {EntityOrder} from '../../commonStateTypes/selectorTypes/selectorTypes';\nimport {ReportIDPlusForecastID} from '../../commonStateTypes/viewAndReport/viewAndReport';\nimport {getAccountsOrdered} from '../account/accountSelector';\nimport {AccountState} from '../account/accountState';\nimport {\n AccountGroupState,\n AccountGroupType,\n getAccountGroupKey,\n} from './accountGroupState';\n\nconst getAccountGroup = (\n accountGroupState: AccountGroupState,\n accountState: AccountState,\n accountGroupId: ID,\n accountGroupType: AccountGroupType,\n reportId: ReportIDPlusForecastID,\n accountsOrder: EntityOrder = 'last_balance_descending',\n filter: COABalancesFilter\n) => {\n const key = getAccountGroupKey(accountGroupId, accountGroupType, reportId);\n const accountGroup = accountGroupState.accountGroupsByKey[key];\n if (accountGroup == null) {\n throw new Error(`Account Group with ${key} doesn't exists`);\n }\n\n const expensesInTimeframe = getCOABalances(accountGroup.expenses, filter);\n\n const accountsWithExpenses =\n accountGroup.expenses != null\n ? getAccountsOrdered(\n filter,\n accountState,\n {\n accountIDs: accountGroup.accountIds,\n reportId,\n },\n 'expenses',\n accountsOrder\n )\n : [];\n\n const incomeInTimeframe = getCOABalances(accountGroup.income, filter);\n\n const accountsWithIncome =\n accountGroup.income != null\n ? getAccountsOrdered(\n filter,\n accountState,\n {\n accountIDs: accountGroup.accountIds,\n reportId,\n },\n 'income',\n accountsOrder\n )\n : [];\n\n const cogsInTimeframe = getCOABalances(accountGroup.cogs, filter);\n\n const accountsWithCogs =\n accountGroup.cogs != null\n ? getAccountsOrdered(\n filter,\n accountState,\n {\n accountIDs: accountGroup.accountIds,\n reportId,\n },\n 'cogs',\n accountsOrder\n )\n : [];\n\n const cashInInTimeframe = getCOABalances(accountGroup.cashIn, filter);\n\n const accountsWithCashIn =\n accountGroup.cashIn != null\n ? getAccountsOrdered(\n filter,\n accountState,\n {\n accountIDs: accountGroup.accountIds,\n reportId,\n },\n 'cashIn',\n accountsOrder\n )\n : [];\n\n const cashOutInTimeframe = getCOABalances(accountGroup.cashOut, filter);\n\n const accountsWithCashOut =\n accountGroup.cashOut != null\n ? getAccountsOrdered(\n filter,\n accountState,\n {\n accountIDs: accountGroup.accountIds,\n reportId,\n },\n 'cashOut',\n accountsOrder\n )\n : [];\n\n const equityInTimeframe = getCOABalances(accountGroup.equity, filter, {\n isBalanceSheetBalances: true,\n });\n\n const accountsWithEquity =\n accountGroup.equity != null\n ? getAccountsOrdered(\n filter,\n accountState,\n {\n accountIDs: accountGroup.accountIds,\n reportId,\n },\n 'equity',\n accountsOrder\n )\n : [];\n\n const assetsInTimeframe = getCOABalances(accountGroup.assets, filter, {\n isBalanceSheetBalances: true,\n });\n\n const accountsWithAssets =\n accountGroup.assets != null\n ? getAccountsOrdered(\n filter,\n accountState,\n {\n accountIDs: accountGroup.accountIds,\n reportId,\n },\n 'assets',\n accountsOrder\n )\n : [];\n\n const liabilitiesInTimeframe = getCOABalances(\n accountGroup.liabilities,\n filter,\n {\n isBalanceSheetBalances: true,\n }\n );\n\n const accountsWithLiabilities =\n accountGroup.liabilities != null\n ? getAccountsOrdered(\n filter,\n accountState,\n {\n accountIDs: accountGroup.accountIds,\n reportId,\n },\n 'liabilities',\n accountsOrder\n )\n : [];\n\n const operatingActivitiesInTimeframe = getCOABalances(\n accountGroup.operatingActivities,\n filter\n );\n\n const accountsWithOperatingActivites =\n accountGroup.operatingActivities != null\n ? getAccountsOrdered(\n filter,\n accountState,\n {\n accountIDs: accountGroup.accountIds,\n reportId,\n },\n 'operating_activities',\n accountsOrder\n )\n : [];\n\n const investingActivitiesInTimeframe = getCOABalances(\n accountGroup.investingActivities,\n filter\n );\n\n const accountsWithInvestingActivities =\n accountGroup.investingActivities != null\n ? getAccountsOrdered(\n filter,\n accountState,\n {\n accountIDs: accountGroup.accountIds,\n reportId,\n },\n 'investing_activities',\n accountsOrder\n )\n : [];\n\n const financingActivitiesInTimeframe = getCOABalances(\n accountGroup.financingActivities,\n filter\n );\n\n const accountsWithFinancingActivities =\n accountGroup.financingActivities != null\n ? getAccountsOrdered(\n filter,\n accountState,\n {\n accountIDs: accountGroup.accountIds,\n reportId,\n },\n 'financing_activities',\n accountsOrder\n )\n : [];\n\n return {\n filter,\n accountGroupId: accountGroup.accountGroupId,\n accountGroupName: accountGroup.accountGroupName,\n accountGroupType: accountGroup.accountGroupType,\n accountsOrder: accountsOrder,\n accountsWithExpensesOrdered: accountsWithExpenses,\n expensesInTimeframe,\n accountsWithIncomeOrdered: accountsWithIncome,\n incomeInTimeframe,\n accountsWithCogsOrdered: accountsWithCogs,\n cogsInTimeframe,\n accountsWithCashInOrdered: accountsWithCashIn,\n cashInInTimeframe,\n accountsWithCashOutOrdered: accountsWithCashOut,\n cashOutInTimeframe,\n equityInTimeframe,\n accountsWithEquityOrdered: accountsWithEquity,\n assetsInTimeframe,\n accountsWithAssetsOrdered: accountsWithAssets,\n liabilitiesInTimeframe,\n accountsWithLiabilitiesOrdered: accountsWithLiabilities,\n operatingActivitiesInTimeframe,\n accountsWithOperatingActivitiesOrdered: accountsWithOperatingActivites,\n investingActivitiesInTimeframe,\n accountsWithInvestingActivitiesOrdered: accountsWithInvestingActivities,\n financingActivitiesInTimeframe,\n accountsWithFinancingActivitiesOrdered: accountsWithFinancingActivities,\n };\n};\n\nexport type AccountGroupReport = ReturnType<typeof getAccountGroup>;\n\nexport const getAccountGroupsOrdered = (\n filter: COABalancesFilter,\n accountState: AccountState,\n accountGroupState: AccountGroupState,\n accountGroupIDs: ID[],\n accountGroupType: AccountGroupType,\n reportId: ReportIDPlusForecastID,\n orderBy:\n | 'income'\n | 'expenses'\n | 'cogs'\n | 'cashIn'\n | 'cashOut'\n | 'equity'\n | 'assets'\n | 'liabilities'\n | 'operating_activities'\n | 'investing_activities'\n | 'financing_activities',\n order: EntityOrder = 'last_balance_descending'\n) => {\n return accountGroupIDs\n .map((acGroupId) =>\n getAccountGroup(\n accountGroupState,\n accountState,\n acGroupId,\n accountGroupType,\n reportId,\n 'last_balance_descending', // Note: Account order is always `descending_balances` inside Account Group Always!!\n filter\n )\n )\n .sort((a, b) => {\n switch (orderBy) {\n case 'income':\n return sortComparator(\n a.incomeInTimeframe,\n b.incomeInTimeframe,\n filter.balancesRange.orderBy,\n order\n );\n case 'expenses':\n return sortComparator(\n a.expensesInTimeframe,\n b.expensesInTimeframe,\n filter.balancesRange.orderBy,\n order\n );\n case 'cogs':\n return sortComparator(\n a.cogsInTimeframe,\n b.cogsInTimeframe,\n filter.balancesRange.orderBy,\n order\n );\n case 'cashIn':\n return sortComparator(\n a.cashInInTimeframe,\n b.cashInInTimeframe,\n filter.balancesRange.orderBy,\n order\n );\n case 'cashOut':\n return sortComparator(\n a.cashOutInTimeframe,\n b.cashOutInTimeframe,\n filter.balancesRange.orderBy,\n order\n );\n\n case 'equity':\n return sortComparator(\n a.equityInTimeframe,\n b.equityInTimeframe,\n filter.balancesRange.orderBy,\n order\n );\n case 'assets':\n return sortComparator(\n a.assetsInTimeframe,\n b.assetsInTimeframe,\n filter.balancesRange.orderBy,\n order\n );\n case 'liabilities':\n return sortComparator(\n a.liabilitiesInTimeframe,\n b.liabilitiesInTimeframe,\n filter.balancesRange.orderBy,\n order\n );\n case 'operating_activities':\n return sortComparator(\n a.operatingActivitiesInTimeframe,\n b.operatingActivitiesInTimeframe,\n filter.balancesRange.orderBy,\n order\n );\n case 'investing_activities':\n return sortComparator(\n a.investingActivitiesInTimeframe,\n b.investingActivitiesInTimeframe,\n filter.balancesRange.orderBy,\n order\n );\n case 'financing_activities':\n return sortComparator(\n a.financingActivitiesInTimeframe,\n b.financingActivitiesInTimeframe,\n filter.balancesRange.orderBy,\n order\n );\n }\n });\n};\n"]}

package/lib/esm/entity/accountGroup/accountGroupState.js.map ADDED Viewed

@@ -0,0 +1 @@

+ {"version":3,"file":"accountGroupState.js","sourceRoot":"","sources":["../../../../src/entity/accountGroup/accountGroupState.ts"],"names":[],"mappings":"AAMA,OAAO,EAAC,aAAa,EAAC,MAAM,sCAAsC,CAAC;AAGnE,MAAM,uBAAuB,GAAG;IAC9B,QAAQ;IACR,UAAU;IACV,MAAM;IACN,kBAAkB;IAClB,QAAQ;IACR,QAAQ;IACR,aAAa;IACb,sBAAsB;IACtB,sBAAsB;IACtB,sBAAsB;IACtB,qBAAqB;IACrB,gCAAgC;IAChC,qBAAqB;IACrB,qBAAqB;CACb,CAAC;AACX,MAAM,CAAC,MAAM,kBAAkB,GAAG,CAAC,KAAa,EAAE,EAAE,CAClD,aAAa,CAAC,KAAK,EAAE,uBAAuB,CAAC,CAAC;AAGhD,MAAM,UAAU,kBAAkB,CAChC,cAAkB,EAClB,gBAAkC,EAClC,iBAAyC;IAEzC,OAAO,GAAG,cAAc,IAAI,gBAAgB,IAAI,iBAAiB,EAAW,CAAC;AAC/E,CAAC","sourcesContent":["import {NestedAccountIDHierarchy} from '../../commonStateTypes/accountView/nestedAccountID';\nimport {\n COABalanceGrouped,\n COABalanceGroupedByPeriod,\n} from '../../commonStateTypes/coaBalance/coaBalance';\nimport {ID} from '../../commonStateTypes/common';\nimport {stringToUnion} from '../../commonStateTypes/stringToUnion';\nimport {ReportIDPlusForecastID} from '../../commonStateTypes/viewAndReport/viewAndReport';\n\nconst ALL_ACCOUNT_GROUP_TYPES = [\n 'income',\n 'expenses',\n 'cogs',\n 'cash_in_cash_out',\n 'equity',\n 'assets',\n 'liabilities',\n 'operating_activities',\n 'investing_activities',\n 'financing_activities',\n 'operatingActivities',\n 'operatingActivitiesAdjustments',\n 'investingActivities',\n 'financingActivities',\n] as const;\nexport const toAccountGroupType = (value: string) =>\n stringToUnion(value, ALL_ACCOUNT_GROUP_TYPES);\nexport type AccountGroupType = ReturnType<typeof toAccountGroupType>;\n\nexport function getAccountGroupKey(\n accountGroupId: ID,\n accountGroupType: AccountGroupType,\n reportIdUniqueKey: ReportIDPlusForecastID\n) {\n return `${accountGroupId}-${accountGroupType}-${reportIdUniqueKey}` as const;\n}\nexport type AccountGroupKey = ReturnType<typeof getAccountGroupKey>;\n\nexport interface AccountGroupState {\n accountGroupsByKey: Record<AccountGroupKey, AccountGroup>;\n}\n\nexport interface AccountGroupBase {\n accountGroupId: ID;\n accountGroupName: string;\n accountGroupType: AccountGroupType;\n key: AccountGroupKey;\n}\n\nexport interface AccountGroup extends AccountGroupBase {\n accountIds: ID[];\n assets?: COABalanceGrouped;\n balancesByPeriod?: COABalanceGroupedByPeriod;\n cashIn?: COABalanceGrouped;\n cashOut?: COABalanceGrouped;\n cogs?: COABalanceGrouped;\n equity?: COABalanceGrouped;\n expenses?: COABalanceGrouped;\n financingActivities?: COABalanceGrouped;\n income?: COABalanceGrouped;\n investingActivities?: COABalanceGrouped;\n liabilities?: COABalanceGrouped;\n\n // v2\n nestedAccountIds?: NestedAccountIDHierarchy[]; // this will be present for v2 accountGroups\n operatingActivities?: COABalanceGrouped;\n}\n"]}

package/lib/esm/entity/accountGroup/accountGroupV2Selector.js.map ADDED Viewed

@@ -0,0 +1 @@

+ 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differenceBy from 'lodash/differenceBy';\n\nimport {getParentAccountId} from '../../commonStateTypes/accountView/getNestedAccountIDHierarchyForReport';\nimport {AdditionalBalancesOptions} from '../../commonStateTypes/coaBalance/additionalBalances/getAdditionalBalances';\nimport {getCOABalances} from '../../commonStateTypes/coaBalance/coaBalance';\nimport {\n COABalancesFilter,\n COABalancesSlice,\n} from '../../commonStateTypes/coaBalance/coaBalancesFilter';\nimport {\n cloneAndResetBalanceSlice,\n pickAndMergeForecast,\n} from '../../commonStateTypes/coaBalance/pickAndMergeForecast';\nimport {sortComparator} from '../../commonStateTypes/coaBalance/sortBalancesByFreeRangeTotal';\nimport {ID} from '../../commonStateTypes/common';\nimport {EntityOrder} from '../../commonStateTypes/selectorTypes/selectorTypes';\nimport {ReportIDPlusForecastID} from '../../commonStateTypes/viewAndReport/viewAndReport';\nimport {AccountState} from '../account/accountState';\nimport {\n cloneAndResetNestedAccount,\n pickAndMergeForecastNestedAccounts,\n} from '../account/pickAndMergeForecastAccountReport';\nimport {\n NestedAccountReport,\n getNestedAccountReportForAccount,\n sortNestedAccounts,\n} from '../account/subAccountSelector';\nimport {\n AccountGroupKey,\n AccountGroupState,\n AccountGroupType,\n} from './accountGroupState';\n\nexport interface AccountGroupReportV2 extends COABalancesSlice {\n accountGroupId: ID;\n accountGroupKey: AccountGroupKey;\n accountGroupName: string;\n accountGroupType: AccountGroupType;\n accounts: NestedAccountReport[];\n filter: COABalancesFilter;\n}\n\nexport const getAccountGroupReportV2 = (\n accountGroupState: AccountGroupState,\n accountState: AccountState,\n id: {\n accountGroupKey: AccountGroupKey;\n reportId: ReportIDPlusForecastID;\n sectionId: ID;\n },\n filter: COABalancesFilter,\n additionalBalancesOptions?: AdditionalBalancesOptions\n): AccountGroupReportV2 | undefined => {\n const accountGroup = accountGroupState.accountGroupsByKey[id.accountGroupKey];\n if (accountGroup == null) {\n return undefined;\n }\n\n const accountReports: NestedAccountReport[] = [];\n\n if (accountGroup.nestedAccountIds != null) {\n const accGroupAcLength = accountGroup.nestedAccountIds.length;\n accountGroup.nestedAccountIds.forEach((nestedAccountId) => {\n const report = getNestedAccountReportForAccount(\n accountState,\n {\n reportId: id.reportId,\n accountIdHierarchy: nestedAccountId,\n accountsViewParentId: {\n sectionId: id.sectionId,\n parentAccountId: getParentAccountId(nestedAccountId.id),\n },\n },\n filter,\n accGroupAcLength > 1,\n additionalBalancesOptions\n );\n if (report != null) {\n accountReports.push(report);\n }\n });\n }\n\n // sort the accounts based on their totals.\n const sortedAccountReports = sortNestedAccounts(accountReports, filter);\n\n const accountGroupBalances = getCOABalances(\n accountGroup.balancesByPeriod,\n filter,\n additionalBalancesOptions\n );\n\n return {\n ...accountGroupBalances,\n filter,\n accountGroupId: accountGroup.accountGroupId,\n accountGroupName: accountGroup.accountGroupName,\n accountGroupType: accountGroup.accountGroupType,\n accountGroupKey: accountGroup.key,\n accounts: sortedAccountReports,\n };\n};\n\nfunction cloneAccountGroupV2WithZeroBalance(\n accountGroup: AccountGroupReportV2\n): AccountGroupReportV2 {\n const resultAcGroup = {\n ...accountGroup,\n ...cloneAndResetBalanceSlice(accountGroup),\n };\n resultAcGroup.accounts = accountGroup.accounts.map((account) =>\n cloneAndResetNestedAccount(account)\n );\n\n return resultAcGroup;\n}\n\nexport function pickAndMergeForecastAccountGroupsV2(\n accountGroupA: AccountGroupReportV2[],\n accountGroupF: AccountGroupReportV2[]\n): AccountGroupReportV2[] {\n const resultAcGroups: AccountGroupReportV2[] = [];\n const forecastOnlyAcGroups = differenceBy(\n accountGroupF,\n accountGroupA,\n 'accountGroupId'\n );\n const zeroActualsAcGroup: AccountGroupReportV2[] = forecastOnlyAcGroups.map(\n (acGroup) => cloneAccountGroupV2WithZeroBalance(acGroup)\n );\n const targetAcGroupsA = [...accountGroupA, ...zeroActualsAcGroup];\n\n targetAcGroupsA.forEach((acGroupA) => {\n const matchingAcGroupF = accountGroupF.find(\n (acGroupF) => acGroupF.accountGroupId === acGroupA.accountGroupId\n );\n if (matchingAcGroupF != null) {\n resultAcGroups.push(\n pickAndMergeForecastAccountGroupV2(acGroupA, matchingAcGroupF)\n );\n } else {\n resultAcGroups.push(acGroupA);\n }\n });\n\n return resultAcGroups;\n}\n\nfunction pickAndMergeForecastAccountGroupV2(\n accountGroupA: AccountGroupReportV2,\n accountGroupF: AccountGroupReportV2\n): AccountGroupReportV2 {\n const resultAccountGroup: AccountGroupReportV2 = Object.assign(\n {},\n accountGroupA,\n pickAndMergeForecast(accountGroupA, accountGroupF)\n );\n\n resultAccountGroup.accounts = pickAndMergeForecastNestedAccounts(\n accountGroupA.accounts,\n accountGroupF.accounts\n );\n\n return resultAccountGroup;\n}\n\nexport const sortAccountGroupReports = (\n acGroupReports: AccountGroupReportV2[],\n filter: COABalancesFilter,\n order: EntityOrder = 'last_balance_descending'\n) => {\n return acGroupReports.sort((a, b) => {\n return sortComparator(a, b, filter.balancesRange.orderBy, order);\n });\n};\n"]}

package/lib/esm/entity/accountGroup/pickAndMergeForecastAcGroupReport.js.map ADDED Viewed

@@ -0,0 +1 @@

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differenceBy from 'lodash/differenceBy';\n\nimport {\n cloneAndResetBalanceSlice,\n pickAndMergeForecast,\n} from '../../commonStateTypes/coaBalance/pickAndMergeForecast';\nimport {\n cloneAccountsWithZeroBalance,\n pickAndMergeForecastAccounts,\n} from '../account/pickAndMergeForecastAccountReport';\nimport {AccountGroupReport} from './accountGroupSelector';\n\nexport function pickAndMergeForecastAcGroupReport(\n reportA: AccountGroupReport,\n reportF: AccountGroupReport\n): AccountGroupReport {\n const reportResult: AccountGroupReport = Object.assign({}, reportA);\n reportResult.accountsWithExpensesOrdered = pickAndMergeForecastAccounts(\n reportA.accountsWithExpensesOrdered,\n reportF.accountsWithExpensesOrdered\n );\n reportResult.expensesInTimeframe = pickAndMergeForecast(\n reportA.expensesInTimeframe,\n reportF.expensesInTimeframe\n );\n reportResult.accountsWithIncomeOrdered = pickAndMergeForecastAccounts(\n reportA.accountsWithIncomeOrdered,\n reportF.accountsWithIncomeOrdered\n );\n reportResult.incomeInTimeframe = pickAndMergeForecast(\n reportA.incomeInTimeframe,\n reportF.incomeInTimeframe\n );\n reportResult.accountsWithCogsOrdered = pickAndMergeForecastAccounts(\n reportA.accountsWithCogsOrdered,\n reportF.accountsWithCogsOrdered\n );\n reportResult.cogsInTimeframe = pickAndMergeForecast(\n reportA.cogsInTimeframe,\n reportF.cogsInTimeframe\n );\n reportResult.accountsWithCashInOrdered = pickAndMergeForecastAccounts(\n reportA.accountsWithCashInOrdered,\n reportF.accountsWithCashInOrdered\n );\n reportResult.cashInInTimeframe = pickAndMergeForecast(\n reportA.cashInInTimeframe,\n reportF.cashInInTimeframe\n );\n reportResult.accountsWithCashOutOrdered = pickAndMergeForecastAccounts(\n reportA.accountsWithCashOutOrdered,\n reportF.accountsWithCashOutOrdered\n );\n reportResult.cashOutInTimeframe = pickAndMergeForecast(\n reportA.cashOutInTimeframe,\n reportF.cashOutInTimeframe\n );\n reportResult.accountsWithEquityOrdered = pickAndMergeForecastAccounts(\n reportA.accountsWithEquityOrdered,\n reportF.accountsWithEquityOrdered\n );\n reportResult.equityInTimeframe = pickAndMergeForecast(\n reportA.equityInTimeframe,\n reportF.equityInTimeframe\n );\n reportResult.accountsWithAssetsOrdered = pickAndMergeForecastAccounts(\n reportA.accountsWithAssetsOrdered,\n reportF.accountsWithAssetsOrdered\n );\n reportResult.assetsInTimeframe = pickAndMergeForecast(\n reportA.assetsInTimeframe,\n reportF.assetsInTimeframe\n );\n\n reportResult.accountsWithLiabilitiesOrdered = pickAndMergeForecastAccounts(\n reportA.accountsWithLiabilitiesOrdered,\n reportF.accountsWithLiabilitiesOrdered\n );\n reportResult.liabilitiesInTimeframe = pickAndMergeForecast(\n reportA.liabilitiesInTimeframe,\n reportF.liabilitiesInTimeframe\n );\n\n reportResult.accountsWithOperatingActivitiesOrdered =\n pickAndMergeForecastAccounts(\n reportA.accountsWithOperatingActivitiesOrdered,\n reportF.accountsWithOperatingActivitiesOrdered\n );\n reportResult.operatingActivitiesInTimeframe = pickAndMergeForecast(\n reportA.operatingActivitiesInTimeframe,\n reportF.operatingActivitiesInTimeframe\n );\n\n reportResult.accountsWithInvestingActivitiesOrdered =\n pickAndMergeForecastAccounts(\n reportA.accountsWithInvestingActivitiesOrdered,\n reportF.accountsWithInvestingActivitiesOrdered\n );\n reportResult.investingActivitiesInTimeframe = pickAndMergeForecast(\n reportA.investingActivitiesInTimeframe,\n reportF.investingActivitiesInTimeframe\n );\n\n reportResult.accountsWithFinancingActivitiesOrdered =\n pickAndMergeForecastAccounts(\n reportA.accountsWithFinancingActivitiesOrdered,\n reportF.accountsWithFinancingActivitiesOrdered\n );\n reportResult.financingActivitiesInTimeframe = pickAndMergeForecast(\n reportA.financingActivitiesInTimeframe,\n reportF.financingActivitiesInTimeframe\n );\n\n return reportResult;\n}\n\nexport function pickAndMergeForecastAccountGroups(\n acGroupsA: AccountGroupReport[],\n acGroupsF: AccountGroupReport[]\n): AccountGroupReport[] {\n const resultAcGroups: AccountGroupReport[] = [];\n const forecastOnlyAcGroups = differenceBy(\n acGroupsF,\n acGroupsA,\n 'accountGroupId'\n );\n const zeroActualsAcGroup: AccountGroupReport[] = forecastOnlyAcGroups.map(\n (acGroup) => cloneAccountGroupWithZeroBalance(acGroup)\n );\n const targetAcGroupsA = [...acGroupsA, ...zeroActualsAcGroup];\n targetAcGroupsA.forEach((acGroupA) => {\n const matchingAcGroupF = acGroupsF.find(\n (acGroupF) => acGroupF.accountGroupId === acGroupA.accountGroupId\n );\n if (matchingAcGroupF != null) {\n resultAcGroups.push(\n pickAndMergeForecastAcGroupReport(acGroupA, matchingAcGroupF)\n );\n } else {\n resultAcGroups.push(acGroupA);\n }\n });\n\n return resultAcGroups;\n}\n\nfunction cloneAccountGroupWithZeroBalance(\n acGroup: AccountGroupReport\n): AccountGroupReport {\n const clonedAcGroup = Object.assign({}, acGroup); //Note: Just shallow copy is enough because the balances are clonedDeep.\n\n clonedAcGroup.accountsWithExpensesOrdered = cloneAccountsWithZeroBalance(\n clonedAcGroup.accountsWithExpensesOrdered\n );\n clonedAcGroup.expensesInTimeframe = cloneAndResetBalanceSlice(\n clonedAcGroup.expensesInTimeframe\n );\n clonedAcGroup.accountsWithIncomeOrdered = cloneAccountsWithZeroBalance(\n clonedAcGroup.accountsWithIncomeOrdered\n );\n clonedAcGroup.incomeInTimeframe = cloneAndResetBalanceSlice(\n clonedAcGroup.incomeInTimeframe\n );\n clonedAcGroup.accountsWithCogsOrdered = cloneAccountsWithZeroBalance(\n clonedAcGroup.accountsWithCogsOrdered\n );\n clonedAcGroup.cogsInTimeframe = cloneAndResetBalanceSlice(\n clonedAcGroup.cogsInTimeframe\n );\n clonedAcGroup.accountsWithCashInOrdered = cloneAccountsWithZeroBalance(\n clonedAcGroup.accountsWithCashInOrdered\n );\n clonedAcGroup.cashInInTimeframe = cloneAndResetBalanceSlice(\n clonedAcGroup.cashInInTimeframe\n );\n clonedAcGroup.accountsWithCashOutOrdered = cloneAccountsWithZeroBalance(\n clonedAcGroup.accountsWithCashOutOrdered\n );\n clonedAcGroup.cashOutInTimeframe = cloneAndResetBalanceSlice(\n clonedAcGroup.cashOutInTimeframe\n );\n clonedAcGroup.accountsWithEquityOrdered = cloneAccountsWithZeroBalance(\n clonedAcGroup.accountsWithEquityOrdered\n );\n clonedAcGroup.equityInTimeframe = cloneAndResetBalanceSlice(\n clonedAcGroup.equityInTimeframe\n );\n clonedAcGroup.accountsWithAssetsOrdered = cloneAccountsWithZeroBalance(\n clonedAcGroup.accountsWithAssetsOrdered\n );\n clonedAcGroup.assetsInTimeframe = cloneAndResetBalanceSlice(\n clonedAcGroup.assetsInTimeframe\n );\n\n clonedAcGroup.accountsWithLiabilitiesOrdered = cloneAccountsWithZeroBalance(\n clonedAcGroup.accountsWithLiabilitiesOrdered\n );\n clonedAcGroup.liabilitiesInTimeframe = cloneAndResetBalanceSlice(\n clonedAcGroup.liabilitiesInTimeframe\n );\n\n clonedAcGroup.accountsWithOperatingActivitiesOrdered =\n cloneAccountsWithZeroBalance(\n clonedAcGroup.accountsWithOperatingActivitiesOrdered\n );\n clonedAcGroup.operatingActivitiesInTimeframe = cloneAndResetBalanceSlice(\n clonedAcGroup.operatingActivitiesInTimeframe\n );\n\n clonedAcGroup.accountsWithInvestingActivitiesOrdered =\n cloneAccountsWithZeroBalance(\n clonedAcGroup.accountsWithInvestingActivitiesOrdered\n );\n clonedAcGroup.investingActivitiesInTimeframe = cloneAndResetBalanceSlice(\n clonedAcGroup.investingActivitiesInTimeframe\n );\n\n clonedAcGroup.accountsWithFinancingActivitiesOrdered =\n cloneAccountsWithZeroBalance(\n clonedAcGroup.accountsWithFinancingActivitiesOrdered\n );\n clonedAcGroup.financingActivitiesInTimeframe = cloneAndResetBalanceSlice(\n clonedAcGroup.financingActivitiesInTimeframe\n );\n\n return clonedAcGroup;\n}\n"]}

package/lib/esm/entity/accountRecon/accountReconPayload.js.map ADDED Viewed

@@ -0,0 +1 @@

+ 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{StatusCodeWithLabelPayload} from '../../commonPayloadTypes/statusPayload';\nimport {CurrencyPayload} from '../../commonPayloadTypes/v2/viewAndReportPayloadv2';\nimport {toAmount} from '../../commonStateTypes/amount';\nimport {ID} from '../../commonStateTypes/common';\nimport {DEFAULT_DATE_FORMAT} from '../../commonStateTypes/fiscalYearHelpers/formatZeniDateFY';\nimport {date} from '../../zeniDayJS';\nimport {MatchedTransactionPayload} from '../transaction/payloadTypes/reconciliationTransactionPayloads';\nimport {\n toMerchantType,\n toTransactionDirectionType,\n} from '../transaction/stateTypes/reconciliationTransaction';\nimport {\n AccountReconciliationData,\n RecommendedReviewTransaction,\n TransactionsToReview,\n toBalanceDataStatusCodeType,\n toRecommendedActionCodeType,\n toReconciliationStatusCodeType,\n toStatementDataStatusCodeType,\n toStatementStatusCodeType,\n} from './accountReconState';\n\nexport interface StatementMetaDataPayload {\n file_id: string;\n statement_upload_id: string;\n}\n\nexport interface ReconciliationDataPayload {\n account_id: ID;\n balance_data_status: StatusCodeWithLabelPayload | null;\n bank_balance: number | null;\n bank_status: StatusCodeWithLabelPayload;\n cleared_balance: number | null;\n create_time: string | null;\n currency: CurrencyPayload;\n end_date: string;\n error_message: {\n details_error: string;\n error_message: string;\n } | null;\n initial_cleared_balance: number | null;\n payment_account_updated_at: string | null;\n reconciliation_id: string | null;\n retry_count: number | null;\n source: string | null;\n start_date: string;\n statement_data_status: StatusCodeWithLabelPayload | null;\n statement_meta_data: StatementMetaDataPayload | null;\n statement_status: StatusCodeWithLabelPayload | null;\n status: StatusCodeWithLabelPayload | null;\n transactions: ReconcileReviewTransactionsPayload;\n update_time: string | null;\n user_id: ID | null;\n variance: number | null;\n}\n\n// Review recommendation transaction payload\n\nexport interface RecommendedReviewTransactionPayload {\n amount: number;\n confidence_score: number;\n recommendation_reasons: string[];\n transaction_date: string;\n transaction_memo: string;\n\n account_id?: ID | null;\n account_name?: string | null;\n book_transaction_id?: string | null;\n class_id?: ID | null;\n class_name?: string | null;\n merchant_id?: ID | null;\n merchant_name?: string | null;\n merchant_type?: string | null;\n transaction_id?: string | null;\n transaction_type?: string;\n}\n\ninterface RecommendedActionPayload {\n recommended_action_description: string;\n recommended_actions: string;\n recommended_transactions: RecommendedReviewTransactionPayload[];\n plaid_confidence_score?: string | null;\n zeni_confidence_score?: number | null;\n}\nexport interface TransactionsToReviewPayload {\n amount: number;\n recommended_action: RecommendedActionPayload;\n status: string;\n transaction_date: string;\n transaction_direction: string;\n transaction_id: string;\n transaction_memo: string;\n merchant_id?: ID | null;\n merchant_name?: string | null;\n merchant_type?: string | null;\n}\n\nexport interface ReconcileReviewTransactionsPayload {\n reconcile: MatchedTransactionPayload[];\n review: TransactionsToReviewPayload[];\n}\n\nexport const toTransactionsToReview = (\n payload: TransactionsToReviewPayload,\n currencyPayload: CurrencyPayload\n): TransactionsToReview => {\n return {\n transactionId: payload.transaction_id,\n transactionDirection: toTransactionDirectionType(\n payload.transaction_direction\n ),\n amount: {\n amount: payload.amount,\n currencyCode: currencyPayload.currency_code,\n currencySymbol: currencyPayload.currency_symbol,\n },\n status: payload.status,\n transactionDate: date(payload.transaction_date),\n memo: payload.transaction_memo,\n merchantId: payload.merchant_id ?? undefined,\n merchantName: payload.merchant_name ?? undefined,\n merchantType:\n payload.merchant_type != null\n ? toMerchantType(payload.merchant_type)\n : undefined,\n recommendedAction: {\n action: toRecommendedActionCodeType(\n payload.recommended_action.recommended_actions\n ),\n plaidConfidenceScore:\n payload.recommended_action.plaid_confidence_score ?? null,\n zeniConfidenceScore:\n payload.recommended_action.zeni_confidence_score ?? null,\n reason: payload.recommended_action.recommended_action_description,\n recommendedTransactions:\n payload.recommended_action.recommended_transactions.map((transaction) =>\n toRecommendedReviewTransaction(transaction, currencyPayload)\n ),\n },\n };\n};\nexport const toTransactionsToReviewPayload = (\n payload: TransactionsToReview\n): TransactionsToReviewPayload => {\n return {\n transaction_id: payload.transactionId,\n transaction_direction: toTransactionDirectionType(\n payload.transactionDirection\n ),\n amount: payload.amount.amount,\n status: payload.status,\n transaction_date: payload.transactionDate.format(DEFAULT_DATE_FORMAT),\n transaction_memo: payload.memo,\n recommended_action: {\n recommended_actions: toRecommendedActionCodeType(\n payload.recommendedAction.action\n ),\n recommended_action_description: payload.recommendedAction.reason,\n recommended_transactions:\n payload.recommendedAction.recommendedTransactions.map((transaction) =>\n toRecommendedReviewTransactionPayload(transaction)\n ),\n plaid_confidence_score:\n payload.recommendedAction.plaidConfidenceScore ?? null,\n zeni_confidence_score:\n payload.recommendedAction.zeniConfidenceScore ?? null,\n },\n };\n};\n\nexport const toAccountReconciliationData = (\n payload: ReconciliationDataPayload\n): AccountReconciliationData => {\n const statementStatusCode = payload.statement_status?.code ?? 'not_found';\n const statementStatusLabel = payload.statement_status?.label ?? 'Not Found';\n const variance =\n payload.bank_balance != null && payload.cleared_balance != null\n ? toAmount(\n Math.abs(payload.cleared_balance - payload.bank_balance),\n payload.currency.currency_code,\n payload.currency.currency_symbol\n )\n : undefined;\n const variancePercentage =\n variance != null &&\n payload.bank_balance != null &&\n payload.bank_balance !== 0\n ? (variance.amount / Math.abs(payload.bank_balance)) * 100\n : undefined;\n return {\n reconciliationId: payload.reconciliation_id ?? undefined,\n accountId: payload.account_id,\n reconciliationStatus: payload.status\n ? {\n code: toReconciliationStatusCodeType(payload.status.code),\n label: payload.status.label,\n }\n : undefined,\n statementStatus: {\n code: toStatementStatusCodeType(statementStatusCode),\n label: statementStatusLabel,\n },\n balanceDataStatus: payload.balance_data_status\n ? {\n code: toBalanceDataStatusCodeType(payload.balance_data_status.code),\n label: payload.balance_data_status.label,\n }\n : undefined,\n statementDataStatus: payload.statement_data_status\n ? {\n code: toStatementDataStatusCodeType(\n payload.statement_data_status.code\n ),\n label: payload.statement_data_status.label,\n }\n : undefined,\n statementMetaData: payload.statement_meta_data\n ? {\n fileId: payload.statement_meta_data.file_id,\n statementUploadId: payload.statement_meta_data.statement_upload_id,\n }\n : undefined,\n currency: {\n currencyCode: payload.currency.currency_code,\n currencySymbol: payload.currency.currency_symbol,\n },\n transactionsToReview: payload.transactions.review.map((transaction) =>\n toTransactionsToReview(transaction, payload.currency)\n ),\n transactionsToReconcile: payload.transactions.reconcile.map(\n (transaction) => transaction.transaction_id\n ),\n userId: payload.user_id ?? undefined,\n variance: variance,\n variancePercentage: variancePercentage,\n bankBalance:\n payload.bank_balance != null\n ? toAmount(\n payload.bank_balance,\n payload.currency.currency_code,\n payload.currency.currency_symbol\n )\n : undefined,\n clearedBalance:\n payload.cleared_balance != null\n ? toAmount(\n payload.cleared_balance,\n payload.currency.currency_code,\n payload.currency.currency_symbol\n )\n : undefined,\n initialClearedBalance:\n payload.initial_cleared_balance != null\n ? toAmount(\n payload.initial_cleared_balance,\n payload.currency.currency_code,\n payload.currency.currency_symbol\n )\n : undefined,\n startDate: date(payload.start_date),\n endDate: date(payload.end_date),\n accountUpdatedAt:\n payload.payment_account_updated_at != null\n ? date(payload.payment_account_updated_at)\n : undefined,\n reconUpdatedAt:\n payload.update_time != null ? date(payload.update_time) : undefined,\n errorMessage:\n payload.error_message != null\n ? {\n errorShort: payload.error_message.error_message,\n errorDetails: payload.error_message.details_error,\n }\n : undefined,\n };\n};\n\nexport const toRecommendedReviewTransaction = (\n payload: RecommendedReviewTransactionPayload,\n currencyPayload: CurrencyPayload\n): RecommendedReviewTransaction => {\n return {\n transactionId: payload.transaction_id ?? undefined,\n merchantId: payload.merchant_id ?? undefined,\n merchantName: payload.merchant_name ?? undefined,\n merchantType:\n payload.merchant_type != null\n ? toMerchantType(payload.merchant_type)\n : undefined,\n classId: payload.class_id ?? undefined,\n accountId: payload.account_id ?? undefined,\n date: date(payload.transaction_date),\n amount: toAmount(\n payload.amount,\n currencyPayload.currency_code,\n currencyPayload.currency_symbol\n ),\n memo: payload.transaction_memo ?? undefined,\n confidenceScore: payload.confidence_score,\n recommendedReasons: payload.recommendation_reasons,\n bookTransactionId: payload.book_transaction_id ?? undefined,\n };\n};\n\nexport const toRecommendedReviewTransactionPayload = (\n payload: RecommendedReviewTransaction\n): RecommendedReviewTransactionPayload => {\n return {\n transaction_date: payload.date.format(DEFAULT_DATE_FORMAT),\n confidence_score: payload.confidenceScore,\n transaction_memo: payload.memo,\n recommendation_reasons: payload.recommendedReasons,\n amount: payload.amount.amount,\n\n ...(payload.transactionId != null\n ? {transaction_id: payload.transactionId}\n : {}),\n ...(payload.merchantId != null ? {merchant_id: payload.merchantId} : {}),\n ...(payload.merchantName != null\n ? {merchant_name: payload.merchantName}\n : {}),\n ...(payload.merchantType != null\n ? {merchant_type: toMerchantType(payload.merchantType)}\n : {}),\n ...(payload.classId != null ? {class_id: payload.classId} : {}),\n ...(payload.accountId != null ? {account_id: payload.accountId} : {}),\n\n ...(payload.bookTransactionId != null\n ? {book_transaction_id: payload.bookTransactionId}\n : {}),\n };\n};\n"]}

package/lib/esm/entity/accountRecon/accountReconReducer.js.map ADDED Viewed

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+ 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reducer(\n draft,\n action: PayloadAction<{\n accountReconDataPayload: ReconciliationDataPayload[];\n selectedPeriod: MonthYearPeriod;\n }>\n ) {\n doUpdateAccountRecon(\n draft,\n action.payload.selectedPeriod,\n action.payload.accountReconDataPayload\n );\n },\n },\n updateAccountReconUploadStatement: {\n prepare(\n accountReconKey: AccountReconKey,\n payload: UploadStatementResponsePayload\n ) {\n return {\n payload: {\n accountReconKey,\n payload,\n },\n };\n },\n reducer(\n draft,\n action: PayloadAction<{\n accountReconKey: AccountReconKey;\n payload: UploadStatementResponsePayload;\n }>\n ) {\n const {accountReconKey, payload} = action.payload;\n draft.accountReconByAccountReconKey[accountReconKey] = {\n ...draft.accountReconByAccountReconKey[accountReconKey],\n statementStatus: {\n code: toStatementStatusCodeType(\n payload.statement_upload.statement_status.code\n ),\n label: payload.statement_upload.statement_status.label,\n },\n statementDataStatus: {\n code: toStatementDataStatusCodeType(\n payload.statement_upload.statement_data_status.code\n ),\n label: payload.statement_upload.statement_data_status.label,\n },\n statementMetaData: {\n fileId: payload.file.file_id,\n statementUploadId: payload.statement_upload.statement_upload_id,\n },\n };\n },\n },\n updateAccountReconDeleteStatement: {\n prepare(\n accountReconKey: AccountReconKey,\n statementDataPayload: DeleteStatementResponsePayload\n ) {\n return {\n payload: {\n accountReconKey,\n statementDataPayload,\n },\n };\n },\n reducer(\n draft,\n action: PayloadAction<{\n accountReconKey: AccountReconKey;\n statementDataPayload: DeleteStatementResponsePayload;\n }>\n ) {\n const {accountReconKey, statementDataPayload} = action.payload;\n draft.accountReconByAccountReconKey[accountReconKey] = {\n ...draft.accountReconByAccountReconKey[accountReconKey],\n statementStatus: {\n code: toStatementStatusCodeType(\n statementDataPayload.statement_upload.statement_status?.code\n ),\n label:\n statementDataPayload.statement_upload.statement_status?.label,\n },\n statementDataStatus:\n statementDataPayload.statement_upload.statement_data_status != null\n ? {\n code: toStatementDataStatusCodeType(\n statementDataPayload.statement_upload.statement_data_status\n .code\n ),\n label:\n statementDataPayload.statement_upload.statement_data_status\n .label,\n }\n : undefined,\n statementMetaData:\n statementDataPayload.statement_upload.statement_meta_data != null\n ? {\n fileId:\n statementDataPayload.statement_upload.statement_meta_data\n .file_id,\n statementUploadId:\n statementDataPayload.statement_upload.statement_meta_data\n .statement_upload_id,\n }\n : undefined,\n };\n },\n },\n excludeReconReviewTransaction: {\n prepare(accountReconKey: AccountReconKey, excludedTransactionId: ID) {\n return {\n payload: {\n accountReconKey,\n excludedTransactionId,\n },\n };\n },\n reducer(\n draft,\n action: PayloadAction<{accountReconKey: ID; excludedTransactionId: ID}>\n ) {\n const {accountReconKey, excludedTransactionId} = action.payload;\n draft.accountReconByAccountReconKey[accountReconKey] = {\n ...draft.accountReconByAccountReconKey[accountReconKey],\n transactionsToReview: draft.accountReconByAccountReconKey[\n accountReconKey\n ].transactionsToReview.filter(\n (txn) => txn.transactionId !== excludedTransactionId\n ),\n };\n },\n },\n addTransactionToReconcileList: {\n prepare(accountReconKey: AccountReconKey, transactionId: ID) {\n return {\n payload: {\n accountReconKey,\n transactionId,\n },\n };\n },\n reducer(\n draft,\n action: PayloadAction<{accountReconKey: ID; transactionId: ID}>\n ) {\n const {accountReconKey, transactionId} = action.payload;\n draft.accountReconByAccountReconKey[accountReconKey] = {\n ...draft.accountReconByAccountReconKey[accountReconKey],\n transactionsToReconcile: [\n ...draft.accountReconByAccountReconKey[accountReconKey]\n .transactionsToReconcile,\n transactionId,\n ],\n };\n },\n },\n clearAllAccountRecon(draft) {\n Object.assign(draft, initialState);\n },\n },\n});\n\nexport const {\n updateAccountRecon,\n excludeReconReviewTransaction,\n clearAllAccountRecon,\n addTransactionToReconcileList,\n updateAccountReconDeleteStatement,\n updateAccountReconUploadStatement,\n} = accountRecon.actions;\n\nexport default accountRecon.reducer;\n\nconst doUpdateAccountRecon = (\n draft: AccountReconState,\n selectedPeriod: MonthYearPeriod,\n accountReconDataPayload: ReconciliationDataPayload[]\n) => {\n accountReconDataPayload.forEach((accountReconData) => {\n draft.accountReconByAccountReconKey[\n toAccountReconKey(accountReconData.account_id, selectedPeriod)\n ] = toAccountReconciliationData(accountReconData);\n });\n};\n"]}

package/lib/esm/entity/accountRecon/accountReconSelector.js.map ADDED Viewed

@@ -0,0 +1 @@

+ 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{createSelector} from '@reduxjs/toolkit';\n\nimport {Amount, Currency} from '../../commonStateTypes/amount';\nimport {ID} from '../../commonStateTypes/common';\nimport {MonthYearPeriod} from '../../commonStateTypes/timePeriod';\nimport {RootState} from '../../reducer';\nimport {ZeniDate} from '../../zeniDayJS';\nimport {getAccountBase} from '../account/accountSelector';\nimport {AccountBase} from '../account/accountState';\nimport {getFileByFileId} from '../file/fileSelector';\nimport {File} from '../file/fileState';\nimport {MatchedTransaction} from '../transaction/stateTypes/reconciliationTransaction';\nimport {getMatchedTransactionById} from '../transaction/transactionSelector';\nimport {getUserByUserId} from '../user/userSelector';\nimport {User} from '../user/userState';\nimport {\n BalanceDataStatusCodeType,\n ReconciliationStatusCodeType,\n StatementDataStatusCodeType,\n StatementStatusCodeType,\n TransactionsToReview,\n toAccountReconKey,\n} from './accountReconState';\n\nexport interface AccountReconciliationEntity {\n account: AccountBase;\n currency: Currency;\n endDate: ZeniDate;\n startDate: ZeniDate;\n statementStatus: {\n code: StatementStatusCodeType;\n label: string;\n };\n transactionsToReconcile: MatchedTransaction[];\n transactionsToReview: TransactionsToReview[];\n accountUpdatedAt?: ZeniDate;\n balance?: Amount;\n balanceDataStatus?: {\n code: BalanceDataStatusCodeType;\n label: string;\n };\n clearedBalance?: Amount;\n errorMessage?: {\n errorDetails: string;\n errorShort: string;\n };\n initialClearedBalance?: Amount;\n reconciliationId?: ID;\n reconciliationStatus?: {\n code: ReconciliationStatusCodeType;\n label: string;\n };\n reconUpdatedAt?: ZeniDate;\n statementDataStatus?: {\n code: StatementDataStatusCodeType;\n label: string;\n };\n statementMetaData?: {\n file: File | undefined;\n statementUploadId?: ID;\n };\n user?: User;\n variance?: Amount;\n variancePercentage?: number;\n}\n\nexport const getAccountReconByAccountIdAndSelectedPeriod: (\n state: RootState,\n accountId: ID,\n selectedPeriod: MonthYearPeriod\n) => AccountReconciliationEntity | undefined = createSelector(\n (state: RootState) => state.accountState,\n (state: RootState) => state.userState,\n (state: RootState) => state.transactionState,\n (state: RootState) => state.accountReconState,\n (state: RootState) => state.fileState,\n (_state: RootState, accountId: ID) => accountId,\n (_state: RootState, _accountId: ID, selectedPeriod: MonthYearPeriod) =>\n selectedPeriod,\n (\n accountState,\n userState,\n transactionState,\n accountReconState,\n fileState,\n accountId,\n selectedPeriod\n ): AccountReconciliationEntity | undefined => {\n const accountReconKey = toAccountReconKey(accountId, selectedPeriod);\n\n const accountRecon =\n accountReconState.accountReconByAccountReconKey[accountReconKey];\n if (accountRecon == null) {\n return undefined;\n }\n\n const account = getAccountBase(\n accountState,\n accountRecon.accountId,\n 'account_reconciliation'\n );\n if (!account) {\n throw new Error(`Account not found for: ${accountRecon.accountId}`);\n }\n\n const user =\n accountRecon.userId != null\n ? getUserByUserId(userState, accountRecon.userId)\n : undefined;\n\n const transactionsToReconcile: MatchedTransaction[] =\n accountRecon.transactionsToReconcile.map((transactionId: ID) => {\n const matchedTransaction = getMatchedTransactionById(\n transactionState,\n transactionId\n );\n if (!matchedTransaction) {\n throw new Error(`Transaction not found for: ${transactionId}`);\n }\n return matchedTransaction;\n });\n return {\n account,\n startDate: accountRecon.startDate,\n endDate: accountRecon.endDate,\n currency: accountRecon.currency,\n balance: accountRecon.bankBalance,\n variance: accountRecon.variance,\n clearedBalance: accountRecon.clearedBalance,\n initialClearedBalance: accountRecon.initialClearedBalance,\n reconciliationId: accountRecon.reconciliationId,\n user,\n statementStatus: accountRecon.statementStatus,\n statementDataStatus: accountRecon.statementDataStatus,\n statementMetaData: {\n file:\n accountRecon.statementMetaData?.fileId != null\n ? getFileByFileId(fileState, accountRecon.statementMetaData.fileId)\n : undefined,\n statementUploadId: accountRecon.statementMetaData?.statementUploadId,\n },\n reconUpdatedAt: accountRecon.reconUpdatedAt,\n transactionsToReview: accountRecon.transactionsToReview,\n transactionsToReconcile,\n reconciliationStatus: accountRecon.reconciliationStatus,\n balanceDataStatus: accountRecon.balanceDataStatus,\n variancePercentage: accountRecon.variancePercentage,\n accountUpdatedAt: accountRecon.accountUpdatedAt,\n errorMessage: accountRecon.errorMessage,\n };\n }\n);\n"]}

package/lib/esm/entity/accountRecon/accountReconState.js.map ADDED Viewed

@@ -0,0 +1 @@

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no match\n 'record_transfer', // Categorize\n 'record_bill_payment', // Match\n 'record_cc_payment', // Categorize\n 'record_cc_credit', // Categorize\n] as const;\n\nexport const toRecommendedActionCodeType = (v: string) =>\n stringToUnion(v, RECOMMENDED_ACTION_CODE);\nexport type RecommendedActionCodeType = ReturnType<\n typeof toRecommendedActionCodeType\n>;\n\nconst RECONCILIATION_STATUS_CODE = [\n 'pending',\n 'in_progress',\n 'save_for_later',\n 'reconciled',\n 'reconciled_on_qbo',\n 'failed',\n] as const;\n\nexport const toReconciliationStatusCodeType = (v: string) =>\n stringToUnion(v, RECONCILIATION_STATUS_CODE);\nexport type ReconciliationStatusCodeType = ReturnType<\n typeof toReconciliationStatusCodeType\n>;\nconst BALANCE_DATA_STATUS_CODE = [\n 'not_found',\n 'completed',\n 'in_progress',\n] as const;\n\nexport const toBalanceDataStatusCodeType = (v: string) =>\n stringToUnion(v, BALANCE_DATA_STATUS_CODE);\nexport type BalanceDataStatusCodeType = ReturnType<\n typeof toBalanceDataStatusCodeType\n>;\n\nconst BANK_STATUS_CODE = [\n 'not_found',\n 'connected',\n 'not_connected',\n 'reconnect',\n] as const;\n\nexport const toBankStatusCodeType = (v: string) =>\n stringToUnion(v, BANK_STATUS_CODE);\nexport type BankStatusCodeType = ReturnType<typeof toBankStatusCodeType>;\n\nconst STATEMENT_DATA_STATUS_CODE = [\n 'not_connected',\n 'parsing',\n 'parsing_failed',\n 'validated',\n 'validation_failed',\n 'processed',\n 'processing_failed',\n 'deleting',\n 'deleted',\n] as const;\n\nexport const toStatementDataStatusCodeType = (v: string) =>\n stringToUnion(v, STATEMENT_DATA_STATUS_CODE);\nexport type StatementDataStatusCodeType = ReturnType<\n typeof toStatementDataStatusCodeType\n>;\n\nconst STATEMENT_STATUS_CODE = ['not_found', 'uploaded'] as const;\n\nexport const toStatementStatusCodeType = (v: string) =>\n stringToUnion(v, STATEMENT_STATUS_CODE);\nexport type StatementStatusCodeType = ReturnType<\n typeof toStatementStatusCodeType\n>;\n\nexport const toAccountReconKey = (\n accountId: ID,\n selectedPeriod: MonthYearPeriod\n) => `${accountId}-${toMonthYearPeriodId(selectedPeriod)}`;\nexport type AccountReconKey = ReturnType<typeof toAccountReconKey>;\n\nexport interface AccountReconState {\n accountReconByAccountReconKey: Record<\n AccountReconKey,\n AccountReconciliationData\n >;\n}\n\nexport interface AccountReconciliationData {\n accountId: ID;\n currency: Currency;\n endDate: ZeniDate;\n startDate: ZeniDate;\n statementStatus: {\n code: StatementStatusCodeType;\n label: string;\n };\n transactionsToReconcile: ID[];\n transactionsToReview: TransactionsToReview[];\n accountUpdatedAt?: ZeniDate;\n balanceDataStatus?: {\n code: BalanceDataStatusCodeType;\n label: string;\n };\n bankBalance?: Amount;\n clearedBalance?: Amount;\n errorMessage?: {\n errorDetails: string;\n errorShort: string;\n };\n initialClearedBalance?: Amount;\n reconciliationId?: ID;\n reconciliationStatus?: {\n code: ReconciliationStatusCodeType;\n label: string;\n };\n reconUpdatedAt?: ZeniDate;\n statementDataStatus?: {\n code: StatementDataStatusCodeType;\n label: string;\n };\n statementMetaData?: {\n fileId?: ID;\n statementUploadId?: ID;\n };\n userId?: ID;\n variance?: Amount;\n variancePercentage?: number;\n}\n\nexport interface TransactionsToReview {\n amount: Amount;\n memo: string;\n recommendedAction: RecommendedAction;\n status: string;\n transactionDate: ZeniDate;\n transactionDirection: TransactionDirectionType;\n transactionId: ID;\n merchantId?: ID;\n merchantName?: string;\n merchantType?: MerchantType;\n}\n\nexport interface RecommendedAction {\n action: RecommendedActionCodeType;\n plaidConfidenceScore: string | null;\n reason: string;\n recommendedTransactions: RecommendedReviewTransaction[];\n zeniConfidenceScore: number | null;\n}\n\nexport interface RecommendedReviewTransaction {\n amount: Amount;\n confidenceScore: number;\n date: ZeniDate;\n memo: string;\n recommendedReasons: string[];\n\n accountId?: ID;\n bookTransactionId?: ID;\n classId?: ID;\n merchantId?: ID;\n merchantName?: string;\n merchantType?: MerchantType;\n // These may or may not have a transaction ID.\n // Transaction ID will only come when we need to match, in case of bill_payment\n transactionId?: ID;\n transactionType?: TransactionType;\n typeName?: string;\n}\n"]}

package/lib/esm/entity/address/addressPayload.js.map ADDED Viewed

@@ -0,0 +1 @@

+ {"version":3,"file":"addressPayload.js","sourceRoot":"","sources":["../../../../src/entity/address/addressPayload.ts"],"names":[],"mappings":"","sourcesContent":["import {ID} from '../../commonStateTypes/common';\n\nexport interface AddressPayload {\n address_id: ID;\n city: string;\n country: string;\n create_time: string;\n postal_code: string;\n state: string;\n street: string[];\n update_time: string;\n country_code?: string | null;\n hash_value?: string;\n latitude?: number | null;\n longitude?: number | null;\n}\n"]}

package/lib/esm/entity/address/addressReducer.js.map ADDED Viewed

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package/lib/esm/entity/address/addressSelector.js.map ADDED Viewed

@@ -0,0 +1 @@

+ {"version":3,"file":"addressSelector.js","sourceRoot":"","sources":["../../../../src/entity/address/addressSelector.ts"],"names":[],"mappings":"AAAA,OAAO,SAAS,MAAM,YAAY,CAAC;AAKnC,MAAM,UAAU,sBAAsB,CACpC,YAA0B,EAC1B,UAAgB;IAEhB,MAAM,SAAS,GAAc,UAAU;SACpC,GAAG,CAAC,CAAC,SAAS,EAAE,EAAE,CAAC,qBAAqB,CAAC,YAAY,EAAE,SAAS,CAAC,CAAC;SAClE,MAAM,CAAC,CAAC,KAAK,EAAE,EAAE,CAAC,KAAK,IAAI,IAAI,CAAc,CAAC;IACjD,OAAO,SAAS,CAAC;AACnB,CAAC;AAED,MAAM,UAAU,qBAAqB,CACnC,YAA0B,EAC1B,SAAa;IAEb,OAAO,SAAS,CAAC,YAAY,CAAC,aAAa,EAAE,SAAS,EAAE,SAAS,CAAC,CAAC;AACrE,CAAC","sourcesContent":["import recordGet from 'lodash/get';\n\nimport {ID} from '../../commonStateTypes/common';\nimport {Address, AddressState} from './addressState';\n\nexport function getAddressByAddressIds(\n addressState: AddressState,\n addressIds: ID[]\n): Address[] {\n const addresses: Address[] = addressIds\n .map((addressId) => getAddressByAddressId(addressState, addressId))\n .filter((value) => value != null) as Address[];\n return addresses;\n}\n\nexport function getAddressByAddressId(\n addressState: AddressState,\n addressId: ID\n): Address | undefined {\n return recordGet(addressState.addressesById, addressId, undefined);\n}\n"]}

package/lib/esm/entity/address/addressState.js.map ADDED Viewed

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+ {"version":3,"file":"addressState.js","sourceRoot":"","sources":["../../../../src/entity/address/addressState.ts"],"names":[],"mappings":"","sourcesContent":["import {ID} from '../../commonStateTypes/common';\nimport {ZeniDate} from '../../zeniDayJS';\n\nexport interface Address {\n addressId: ID;\n city: string;\n country: string;\n createTime: ZeniDate;\n postalCode: string;\n state: string;\n street: string[];\n updateTime: ZeniDate;\n\n countryCode?: string;\n latitude?: number;\n longitude?: number;\n}\n\nexport interface AddressState {\n addressesById: Record<ID, Address>;\n}\n"]}

package/lib/esm/entity/aiAccountantCustomer/aiAccountantCustomerPayload.js.map ADDED Viewed

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Normalize here and drop malformed entries.\nconst toAccuracyByModel = (\n accuracyPayload:\n | Record<string, AiAccountantModelAccuracyPayload>\n | null\n | undefined\n): Record<string, number> | undefined => {\n if (accuracyPayload == null) {\n return undefined;\n }\n const result: Record<string, number> = {};\n Object.entries(accuracyPayload).forEach(([model, entry]) => {\n const percent = entry?.accuracy;\n if (typeof percent === 'number' && Number.isFinite(percent)) {\n result[model] = percent / 100;\n }\n });\n return Object.keys(result).length > 0 ? result : undefined;\n};\n\nexport const toAiAccountantEnrollment = (\n payload: AiAccountantEnrollmentPayload\n): AiAccountantEnrollment => ({\n status: toAiAccountantEnrollmentStatus(payload.status),\n accuracy: toAccuracyByModel(payload.accuracy),\n latestTraining:\n payload.latest_training != null ? date(payload.latest_training) : undefined,\n latestTransactionSync:\n payload.latest_transaction_sync != null\n ? date(payload.latest_transaction_sync)\n : undefined,\n offboardedAt:\n payload.offboarded_at != null ? date(payload.offboarded_at) : undefined,\n offboardedBy: payload.offboarded_by,\n onboardedAt:\n payload.onboarded_at != null ? date(payload.onboarded_at) : undefined,\n onboardedBy: payload.onboarded_by,\n validationResults: payload.validation_results?.map((vr) => ({\n accuracy: vr.accuracy,\n modelType: vr.model_type,\n passed: vr.passed,\n threshold: vr.threshold,\n })),\n});\n\nexport const toAiAccountantCustomer = (\n payload: AiAccountantCustomerPayload\n): AiAccountantCustomer => ({\n companyId: payload.company_id,\n companyName: payload.company_name,\n tenantId: payload.tenant_id,\n bookcloseDate:\n payload.bookclose_date != null ? date(payload.bookclose_date) : undefined,\n enrollment:\n payload.enrollment != null\n ? toAiAccountantEnrollment(payload.enrollment)\n : undefined,\n});\n\nexport const toAiAccountantJob = (\n payload: AiAccountantJobPayload\n): AiAccountantJob => ({\n companyId: payload.company_id,\n createdAt: date(payload.created_at),\n jobId: payload.job_id,\n operationType: toAiAccountantOperationType(payload.operation_type),\n status: toAiAccountantJobStatus(payload.status),\n tenantId: payload.tenant_id,\n triggeredBy: payload.triggered_by,\n companyNamespace: payload.company_namespace,\n completedAt:\n payload.completed_at != null ? date(payload.completed_at) : undefined,\n errorMessage: payload.error_message,\n parameters: payload.parameters,\n retryCount: payload.retry_count,\n startedAt: payload.started_at != null ? date(payload.started_at) : undefined,\n steps: payload.steps,\n validationResults: payload.validation_results,\n});\n"]}

package/lib/esm/entity/aiAccountantCustomer/aiAccountantCustomerReducer.js.map ADDED Viewed

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package/lib/esm/entity/aiAccountantCustomer/aiAccountantCustomerSelector.js.map ADDED Viewed

@@ -0,0 +1 @@

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[];\n return jobs.map((job) => toJobView(job, userState));\n}\n\n// ── Helpers ──\n\nfunction toCustomerView(\n customer: AiAccountantCustomer,\n userState: UserState\n): AiAccountantCustomerView {\n return {\n averageAccuracy: calcAverageAccuracy(customer),\n companyId: customer.companyId,\n companyName: customer.companyName,\n tenantId: customer.tenantId,\n bookcloseDate: customer.bookcloseDate,\n enrollment:\n customer.enrollment != null\n ? {\n ...customer.enrollment,\n offboardedBy:\n customer.enrollment.offboardedBy != null\n ? getUserByUserId(userState, customer.enrollment.offboardedBy)\n : undefined,\n onboardedBy:\n customer.enrollment.onboardedBy != null\n ? getUserByUserId(userState, customer.enrollment.onboardedBy)\n : undefined,\n }\n : undefined,\n };\n}\n\nfunction toJobView(\n job: AiAccountantJob,\n userState: UserState\n): AiAccountantJobView {\n return {\n companyId: job.companyId,\n createdAt: job.createdAt,\n jobId: job.jobId,\n operationType: job.operationType,\n status: job.status,\n tenantId: job.tenantId,\n triggeredBy:\n job.triggeredBy != null\n ? getUserByUserId(userState, job.triggeredBy)\n : undefined,\n companyNamespace: job.companyNamespace,\n completedAt: job.completedAt,\n errorMessage: job.errorMessage,\n parameters: job.parameters,\n retryCount: job.retryCount,\n startedAt: job.startedAt,\n steps: job.steps,\n validationResults: job.validationResults,\n };\n}\n\nfunction calcAverageAccuracy(customer: AiAccountantCustomer): number {\n const accuracy = customer.enrollment?.accuracy;\n if (accuracy == null) {\n return 0;\n }\n const values = Object.values(accuracy);\n if (values.length === 0) {\n return 0;\n }\n return values.reduce((sum, value) => sum + value, 0) / values.length;\n}\n"]}

package/lib/esm/entity/aiAccountantCustomer/aiAccountantCustomerState.js.map ADDED Viewed

@@ -0,0 +1 @@

+ {"version":3,"file":"aiAccountantCustomerState.js","sourceRoot":"","sources":["../../../../src/entity/aiAccountantCustomer/aiAccountantCustomerState.ts"],"names":[],"mappings":"AACA,OAAO,EAAC,aAAa,EAAC,MAAM,sCAAsC,CAAC;AAGnE,uBAAuB;AAEvB,MAAM,mBAAmB,GAAG;IAC1B,SAAS;IACT,UAAU;IACV,SAAS;IACT,UAAU;IACV,eAAe;IACf,mBAAmB;CACX,CAAC;AAEX,MAAM,CAAC,MAAM,2BAA2B,GAAG,CAAC,CAAS,EAAE,EAAE,CACvD,aAAa,CAAC,CAAC,EAAE,mBAAmB,CAAC,CAAC;AAMxC,0BAA0B;AAE1B,MAAM,uBAAuB,GAAG;IAC9B,QAAQ;IACR,SAAS;IACT,YAAY;IACZ,aAAa;IACb,YAAY;IACZ,QAAQ;IACR,OAAO;CACC,CAAC;AAEX,MAAM,CAAC,MAAM,8BAA8B,GAAG,CAAC,CAAS,EAAE,EAAE,CAC1D,aAAa,CAAC,CAAC,EAAE,uBAAuB,CAAC,CAAC;AAM5C,oCAAoC;AAEpC,MAAM,yBAAyB,GAAgD;IAC7E,OAAO,EAAE,CAAC,SAAS,EAAE,UAAU,EAAE,eAAe,CAAC;IACjD,MAAM,EAAE,CAAC,SAAS,EAAE,UAAU,CAAC;IAC/B,UAAU,EAAE,CAAC,mBAAmB,CAAC;IACjC,WAAW,EAAE,EAAE;CAChB,CAAC;AAEF,MAAM,CAAC,MAAM,6BAA6B,GAAG,CAC3C,MAAiC,EACJ,EAAE;IAC/B,IAAI,MAAM,IAAI,IAAI,EAAE,CAAC;QACnB,OAAO,yBAAyB,CAAC,OAAO,CAAC;IAC3C,CAAC;IACD,OAAO,yBAAyB,CAAC,MAAM,CAAC,IAAI,yBAAyB,CAAC,OAAO,CAAC;AAChF,CAAC,CAAC;AAEF,mBAAmB;AAEnB,MAAM,gBAAgB,GAAG;IACvB,QAAQ;IACR,SAAS;IACT,WAAW;IACX,QAAQ;IACR,WAAW;IACX,SAAS;CACD,CAAC;AAEX,MAAM,CAAC,MAAM,uBAAuB,GAAG,CAAC,CAAS,EAAE,EAAE,CACnD,aAAa,CAAC,CAAC,EAAE,gBAAgB,CAAC,CAAC","sourcesContent":["import {ID} from '../../commonStateTypes/common';\nimport {stringToUnion} from '../../commonStateTypes/stringToUnion';\nimport {ZeniDate} from '../../zeniDayJS';\n\n// ── Operation Type ──\n\nconst ALL_OPERATION_TYPES = [\n 'onboard',\n 'offboard',\n 'retrain',\n 'evaluate',\n 'full_pipeline',\n 'cancel_onboarding',\n] as const;\n\nexport const toAiAccountantOperationType = (v: string) =>\n stringToUnion(v, ALL_OPERATION_TYPES);\n\nexport type AiAccountantOperationType = ReturnType<\n typeof toAiAccountantOperationType\n>;\n\n// ── Enrollment Status ──\n\nconst ALL_ENROLLMENT_STATUSES = [\n 'active',\n 'pending',\n 'onboarding',\n 'offboarding',\n 'offboarded',\n 'failed',\n 'error',\n] as const;\n\nexport const toAiAccountantEnrollmentStatus = (v: string) =>\n stringToUnion(v, ALL_ENROLLMENT_STATUSES);\n\nexport type AiAccountantEnrollmentStatus = ReturnType<\n typeof toAiAccountantEnrollmentStatus\n>;\n\n// ── Status → Allowed Operations ──\n\nconst STATUS_ALLOWED_OPERATIONS: Record<string, AiAccountantOperationType[]> = {\n default: ['onboard', 'evaluate', 'full_pipeline'],\n active: ['retrain', 'offboard'],\n onboarding: ['cancel_onboarding'],\n offboarding: [],\n};\n\nexport const getAllowedOperationsForStatus = (\n status: string | null | undefined\n): AiAccountantOperationType[] => {\n if (status == null) {\n return STATUS_ALLOWED_OPERATIONS.default;\n }\n return STATUS_ALLOWED_OPERATIONS[status] ?? STATUS_ALLOWED_OPERATIONS.default;\n};\n\n// ── Job Status ──\n\nconst ALL_JOB_STATUSES = [\n 'queued',\n 'running',\n 'completed',\n 'failed',\n 'cancelled',\n 'retried',\n] as const;\n\nexport const toAiAccountantJobStatus = (v: string) =>\n stringToUnion(v, ALL_JOB_STATUSES);\n\nexport type AiAccountantJobStatus = ReturnType<typeof toAiAccountantJobStatus>;\n\n// ── Interfaces ──\n\nexport interface AiAccountantEnrollment {\n status: AiAccountantEnrollmentStatus;\n accuracy?: Record<string, number>;\n latestTraining?: ZeniDate;\n latestTransactionSync?: ZeniDate;\n offboardedAt?: ZeniDate;\n offboardedBy?: ID;\n onboardedAt?: ZeniDate;\n onboardedBy?: ID;\n validationResults?: Array<{\n accuracy: number;\n modelType: string;\n passed: boolean;\n threshold: number;\n }>;\n}\n\nexport interface AiAccountantJob {\n companyId: ID;\n createdAt: ZeniDate;\n jobId: ID;\n operationType: AiAccountantOperationType;\n status: AiAccountantJobStatus;\n tenantId: ID;\n triggeredBy: ID;\n companyNamespace?: string;\n completedAt?: ZeniDate;\n errorMessage?: string;\n parameters?: Record<string, unknown>;\n retryCount?: number;\n startedAt?: ZeniDate;\n steps?: Array<Record<string, unknown>>;\n validationResults?: Array<Record<string, unknown>>;\n}\n\nexport interface AiAccountantCustomer {\n companyId: ID;\n companyName: string;\n tenantId: ID;\n bookcloseDate?: ZeniDate;\n enrollment?: AiAccountantEnrollment;\n}\n\nexport interface AiAccountantCustomerState {\n customerByTenantId: Record<ID, AiAccountantCustomer>;\n jobsByTenantId: Record<ID, AiAccountantJob[]>;\n}\n"]}

package/lib/esm/entity/aiCfo/aiCfoPayload.js.map ADDED Viewed

@@ -0,0 +1 @@

+ {"version":3,"file":"aiCfoPayload.js","sourceRoot":"","sources":["../../../../src/entity/aiCfo/aiCfoPayload.ts"],"names":[],"mappings":"","sourcesContent":["import {ZeniAPIResponse} from '../../responsePayload';\n\nexport interface TableVisualizationPayload {\n columns: string[];\n values: Array<Record<string, string>>;\n}\n\nexport interface YFormatPayload {\n scale: string;\n type: string;\n unit: string;\n symbol?: string;\n}\n\nexport interface ChartVisualizationPayload {\n values: Array<Record<string, string | number>>;\n x: string;\n /**\n * y can be a string or an array of strings in the API payload.\n * We will normalize it to string[] in state.\n */\n y: string | string[];\n lines?: string[] | null;\n y_format?: YFormatPayload; // For historical data, y_format is not present\n}\n\n/**\n * Single AI-suggested card on the wire. The controller ships an array of\n * these mixing vendor, department, and category entries. Entries with\n * `is_suggested: true` seed step 1 (`review`) or the step-2 editable table\n * (`create`); entries with `is_suggested: false` aren't pre-rendered as\n * rows but are available in the step-2 Card dropdown (and, in `review`,\n * the step-1 \"Add something else\" search).\n *\n * `owner_id` may be `null` (or empty string, defensively normalized by the\n * reducer) when the AI hasn't picked an owner.\n */\nexport interface SuggestedCardPayload {\n avg_spend: number;\n card_name: string;\n card_name_id: string;\n card_type: 'vendor' | 'department' | 'category';\n credit_limit: number;\n is_suggested: boolean;\n owner_id: string | null;\n}\n\n/**\n * Wire payload for the AI Card Creation interactive form. Both `review`\n * and `create` modes share an identical envelope — a flat\n * `suggested_cards[]` (mix of suggested + not-suggested rows). The only\n * thing that varies is `mode`, which the FE uses to pick the step UX:\n *\n * - `review` (2-step): user reviews / toggles the `is_suggested: true`\n * rows in step 1, then configures one card per surviving row in step 2.\n * - `create` (1-step): the FE seeds the step-2 editable table directly\n * from the `is_suggested: true` rows; step 1 is skipped.\n *\n * In both modes the full `suggested_cards[]` universe (including\n * `is_suggested: false`) feeds the step-2 Card-cell dropdown so the user\n * can swap a row to any vendor / department / category of the same kind.\n *\n * The AI Card Creation flow currently issues virtual credit cards only.\n */\nexport interface CardsCreationInitialDataPayload {\n mode: 'review' | 'create';\n suggested_cards: SuggestedCardPayload[];\n}\n\n/**\n * Per-policy allow / block bucket on the wire. The two arrays are\n * independent (a draft policy may populate both, only one, or neither).\n */\nexport interface DraftPolicyEntityPayload {\n category_codes: string[];\n merchant_names: string[];\n}\n\n/**\n * Spend-limit bucket per policy. `transaction` is the only cadence the\n * BE ships today; left open-ended for future cadences (e.g.\n * `monthly`, `quarterly`).\n */\nexport interface DraftPolicySpendLimitsPayload {\n transaction: number;\n [cadence: string]: number | undefined;\n}\n\n/**\n * Single draft policy on the wire. The controller emits one of these\n * per recommended policy in `step_5_review.draft_policies`. Identity is\n * positional (no stable `id` from the BE); the FE synthesizes one on\n * decode.\n */\nexport interface DraftPolicyPayload {\n allowed_entity: DraftPolicyEntityPayload;\n apply_to_cards: string[];\n blocked_entity: DraftPolicyEntityPayload;\n description: string;\n /** Enforcement mode for the policy (e.g. `\"strict\"`). Carried into\n * state for guided submit; ignored for `auto` / `upload`. */\n mode: string;\n name: string;\n required_receipt_threshold: number;\n spend_limits: DraftPolicySpendLimitsPayload;\n}\n\n/**\n * `step_5_review` block — the only step in `wizard_plan` the FE reads.\n * Steps 1–4 are intentionally not modeled.\n */\nexport interface CardPolicyStep5ReviewPayload {\n draft_policies: DraftPolicyPayload[];\n /** Header text shown above the review list / wizard. */\n prompt: string;\n /** How the BE grouped the suggested policies. `\"none\"` today; may\n * surface as a header banner in a future iteration. */\n grouping_source?: string;\n}\n\nexport interface CardPolicyWizardPlanPayload {\n step_5_review: CardPolicyStep5ReviewPayload;\n}\n\n/**\n * Upload-mode metadata that the `policy-recommendation-from-upload` API\n * returns alongside the wizard plan. Absent on the initial controller\n * response; populated after the file upload + recommendation chain.\n */\nexport interface CardPolicyUploadSourcePayload {\n confidence_score: number;\n file_name: string;\n low_confidence_fields: string[];\n}\n\n/**\n * Discriminated payload for the AI Card Policy interactive form.\n * All three modes share the same `wizard_plan.step_5_review.draft_policies`\n * envelope; the FE renders different forms based on `mode`.\n *\n * - `auto` (1-step review): user reviews suggested policies and submits.\n * - `guided` (5-step wizard): Steps 1–4 seeded from `draft_policies[0]`,\n * Step 5 lists every draft policy.\n * - `upload` (3-step): upload doc → pick cards → review. Controller\n * responses for `mode === \"upload\"` arrive *before* the user uploads,\n * so `wizard_plan` is optional; populated after the upload-recommendation\n * API returns.\n */\nexport type CardPolicyInitialDataPayload =\n | {mode: 'auto'; wizard_plan: CardPolicyWizardPlanPayload}\n | {mode: 'guided'; wizard_plan: CardPolicyWizardPlanPayload}\n | {\n mode: 'upload';\n source?: CardPolicyUploadSourcePayload;\n wizard_plan?: CardPolicyWizardPlanPayload;\n };\n\n/**\n * Discriminated visualization payload. The FE narrows on `form_type` and\n * casts `payload` to the matching shape.\n */\nexport type InteractiveFormVisualizationPayload =\n | {\n form_type: 'cards_creation';\n payload: CardsCreationInitialDataPayload;\n }\n | {\n form_type: 'card_policy';\n payload: CardPolicyInitialDataPayload;\n };\n\nexport interface AiCfoVisualizationPayload {\n data:\n | TableVisualizationPayload\n | ChartVisualizationPayload\n | InteractiveFormVisualizationPayload\n | null;\n type: string | null;\n}\n\nexport interface AiCfoAnswerPayload {\n assumptions: string | null;\n insights: string | null;\n metadata: {\n agent_id: string;\n chat_session_id: string;\n message_id: string;\n timestamp: string;\n chain_of_thought_action_steps?: string[]; // Only for thought type response\n [key: string]: string | string[] | undefined;\n };\n state: string;\n summarized_title: string | null;\n text: string;\n type: string;\n visualization: AiCfoVisualizationPayload | null;\n artifact?: string | null;\n artifact_title?: string | null;\n follow_up_questions?: string[];\n table?: AiCfoVisualizationPayload | null;\n}\n\nexport interface ChatSessionPayload {\n chat_session_id: string;\n chat_session_summary: string | null;\n created_at: string;\n user_id: string;\n}\n\nexport interface MessagePayload {\n chat_session_id: string;\n content: string;\n created_at: string;\n message_id: string;\n message_type: string;\n sender: string;\n user_id: string;\n}\n\nexport interface FetchChatHistoryResponseData {\n messages: MessagePayload[];\n next_page_token: string | null;\n}\n\nexport type FetchChatHistoryResponse =\n ZeniAPIResponse<FetchChatHistoryResponseData>;\n"]}

package/lib/esm/entity/aiCfo/aiCfoReducer.js CHANGED Viewed

@@ -1,6 +1,6 @@
 import { createSlice } from '@reduxjs/toolkit';
 import { date as zeniDate } from '../../zeniDayJS';
-import { ALL_AI_CFO_ANSWER_RESPONSE_TYPES, CARDS_CREATION_DEFAULT_CARD_OPTION_ID, toAiCfoAnswerResponseType, toAiCfoAnswerResponseTypeStrict, toAiCfoAnswerStateType, toAiCfoVisualizationTypeStrict, toInteractiveFormTypeStrict, toMessageSender, toMessageType, toYFormatScaleStrict, toYFormatTypeStrict, toYFormatUnitStrict, } from './aiCfoState';
+import { ALL_AI_CFO_ANSWER_RESPONSE_TYPES, toAiCfoAnswerResponseType, toAiCfoAnswerResponseTypeStrict, toAiCfoAnswerStateType, toAiCfoVisualizationTypeStrict, toInteractiveFormTypeStrict, toMessageSender, toMessageType, toYFormatScaleStrict, toYFormatTypeStrict, toYFormatUnitStrict, } from './aiCfoState';
 export const initialAiCfoState = {
     aiCfoByChatSessionId: {},
     partialQuestionAnswers: {},
@@ -197,14 +197,8 @@ const inferInteractiveFormTypeFromPayload = (payload) => {
  *   universe -> `cardNameOptions` (step-2 swap + step-1 "Add something
  *   else" search).
  * - `create` (1-step): `is_suggested: true` rows -> `cardRows` pre-seeded
- *   for the step-2 editable table (with `cardOptionId` defaulted to
- *   `'virtual'`); the full universe -> `cardNameOptions` (step-2 swap).
- *
- * `cardOptions` (physical / virtual / subscription) is intentionally not
- * derived here — the wire never carries it. The component prop is fed
- * from `AI_CARD_CREATION_VIRTUAL_ONLY_CARD_OPTIONS` at render time. The
- * state field is preserved as `[]` for backward compatibility with
- * consumers that still narrow on it.
+ *   for the step-2 editable table; the full universe -> `cardNameOptions`
+ *   (step-2 swap).
  */
 const toCardsCreationInitialData = (payload) => {
     const suggestedCards = payload.suggested_cards ?? [];
@@ -222,7 +216,6 @@ const toCardsCreationInitialData = (payload) => {
     ]));
     const common = {
         cardNameOptions,
-        cardOptions: [],
         suggestedOwnerUserIdByTeamId,
     };
     if (payload.mode === 'create') {
@@ -231,7 +224,6 @@ const toCardsCreationInitialData = (payload) => {
             mode: 'create',
             cardRows: suggestedOnly.map(({ card, uniqueId }) => ({
                 cardKind: toCardKind(card.card_type),
-                cardOptionId: CARDS_CREATION_DEFAULT_CARD_OPTION_ID,
                 id: uniqueId,
                 label: card.card_name,
                 recommendedLimit: card.credit_limit > 0 ? card.credit_limit : undefined,