npm - @zeniai/client-epic-state - Versions diffs - 5.1.17 → 5.1.18-betaDI2 - Mend

@zeniai/client-epic-state 5.1.17 → 5.1.18-betaDI2

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.

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package/lib/esm/view/expenseAutomationView/reducers/transactionsViewReducer.js.map ADDED Viewed

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{PayloadAction, createSlice} from '@reduxjs/toolkit';\nimport recordGet from 'lodash/get';\nimport uniq from 'lodash/uniq';\n\nimport {\n FetchState,\n FetchStateAndError,\n ID,\n UpdateType,\n} from '../../../commonStateTypes/common';\nimport {\n COTTransactionTrackingByTransactionId,\n RecommendationWithCOT,\n} from '../../../commonStateTypes/recommendationBase';\nimport {\n MonthYearPeriod,\n TimePeriod,\n toMonthYearPeriodId,\n} from '../../../commonStateTypes/timePeriod';\nimport {PageToken} from '../../../commonStateTypes/viewAndReport/viewAndReport';\nimport {AccountBase} from '../../../entity/account/accountState';\nimport {ClassBase} from '../../../entity/class/classState';\nimport {CustomerBase} from '../../../entity/customer/customerState';\nimport {Entity} from '../../../entity/genericEntity/entity';\nimport {ProjectBase} from '../../../entity/project/projectState';\nimport {\n RecommendationWithCOTByLineId,\n TransactionID,\n} from '../../../entity/transaction/stateTypes/transaction';\nimport {isVendorTransaction} from '../../../entity/transaction/stateTypes/vendorTransaction';\nimport {\n SupportedTransaction,\n SupportedTransactionPayload,\n SupportedTransactionWithCOT,\n} from '../../../entity/transaction/transactionState';\nimport {VendorBase} from '../../../entity/vendor/vendorState';\nimport {ZeniAPIStatus} from '../../../responsePayload';\nimport {UncategorizedAccounts} from '../../accountList/accountListSelector';\nimport {\n filterAutoTabLineItems,\n mergeTabSpecificLineItems,\n removeTransactionFromTabView,\n setEntityRecommendationForLineIdInLocalData,\n shouldAutoSelectAndAdd,\n toSetAllLineItemsToCategoryClass,\n toTransactionDetailLocalData,\n} from '../helpers/transactionCategorizationLocalDataHelper';\nimport {UpdateTransactionCategorizationResponsePayload} from '../payload/transactionCategorizationPayload';\nimport {TransactionFilters} from '../transactionFilterHelpers';\nimport {\n CompletedSubTab,\n DEFAULT_COMPLETED_SUB_TAB,\n} from '../types/completedSubTab';\nimport {\n AutoCategorizedSubTabSnapshot,\n SupportedTransactionCategorization,\n TRANSACTIONS_TABS,\n TransactionSaveUpdates,\n TransactionsTab,\n TransactionsTabViewState,\n TransactionsViewState,\n TransactionsViewUIState,\n} from '../types/transactionsViewState';\n\nexport const initialTransactionTabViewState: TransactionsTabViewState = {\n saveStatus: {\n fetchState: 'Not-Started',\n error: undefined,\n },\n refreshStatus: {\n fetchState: 'Not-Started',\n error: undefined,\n },\n markAsNotMiscategorizedStatus: {\n fetchState: 'Not-Started',\n error: undefined,\n },\n uiState: {\n sortKey: 'date',\n sortOrder: 'descending',\n searchString: '',\n nodeCollapseState: {},\n scrollPosition: {scrollTop: 0, scrollLeft: undefined},\n pageToken: null,\n totalCount: {},\n limit: 10,\n },\n filters: {\n categoryCombinationOperator: 'AND',\n categories: [],\n },\n fetchState: 'Not-Started',\n error: undefined,\n hasValidState() {\n return this.fetchState == 'Completed';\n },\n transactionReviewLocalDataById: {},\n transactionIdsBySelectedPeriod: {},\n selectedCheckBoxTransactionIds: [],\n transactionIdsWithUnsavedData: [],\n uploadReceiptStatusById: {},\n selectedTransactionId: undefined,\n selectedTransactionLineId: undefined,\n};\nexport const initialState: TransactionsViewState = {\n autoCategorizedSubTabCache: {},\n parentTotalCountByTab: {\n review: {},\n autoCategorized: {},\n },\n selectedTransactionCategorizationTab: 'review',\n selectedTransactionCategorizationCompletedSubTab: DEFAULT_COMPLETED_SUB_TAB,\n transactionCategorizationView: {\n review: {...initialTransactionTabViewState},\n autoCategorized: {...initialTransactionTabViewState},\n },\n};\n\n/**\n * Capture the autoCategorized tab's current paginated dataset for a sub-tab.\n * The mid-flight `'In-Progress'` state is normalised to `'Completed'` because\n * the in-flight request is cancelled by `switchMap` in the fetch epic when the\n * sub-tab changes — restoring `'In-Progress'` later would leave the UI stuck\n * showing a phantom loading state with no fetch actually running. Length-zero\n * datasets degrade to `'Not-Started'` so the next visit triggers a fresh\n * fetch from page 1 instead of short-circuiting on stale empty caches.\n *\n * Snapshot scope (deliberately narrow):\n * - Captured: `pageToken`, `totalCount`, `transactionIdsBySelectedPeriod`,\n * `fetchState`, `error`, `scrollPosition`. The first five are the keys the\n * fetch epic's cache check reads to decide whether to short-circuit a\n * sub-tab revisit; `scrollPosition` is captured per sub-tab so revisiting\n * restores the user's last offset and switching to a never-visited sub-tab\n * starts at the top instead of inheriting the outgoing sub-tab's offset\n * (which would land the user at a meaningless row index against a\n * completely different list).\n * - Intentionally NOT captured (left in place on `autoCat` and inherited by\n * the incoming sub-tab):\n * - `uiState.searchString`, `uiState.sortKey`, `uiState.sortOrder`,\n * `uiState.nodeCollapseState`, `uiState.limit` — search and sort are\n * user-applied preferences that persist across sub-tabs by design (a\n * search query stays active when the user toggles between Manual / AI\n * Accountant).\n * - `selectedCheckBoxTransactionIds` — selection state is intentionally\n * cleared at the action source (the fetch epic / save flow), not\n * by the snapshot path. Carrying selection across sub-tabs is safe\n * because every sub-tab change goes through a fetch round-trip that\n * reconciles selection against the new row IDs.\n * - `transactionReviewLocalDataById`, `transactionIdsWithUnsavedData`,\n * `uploadReceiptStatusById`, `saveStatus`, `refreshStatus`,\n * `markAsNotMiscategorizedStatus` — these are per-row / per-flight\n * caches that are write-through global state, not sub-tab-scoped.\n *\n * If the contract changes (e.g. selection should reset on every sub-tab\n * switch), update both this comment and the snapshot return shape together.\n */\nfunction snapshotAutoCategorizedTab(\n autoCat: TransactionsTabViewState\n): AutoCategorizedSubTabSnapshot {\n const transactionIdsBySelectedPeriod = {\n ...autoCat.transactionIdsBySelectedPeriod,\n };\n const hasAnyLoadedRows = Object.values(transactionIdsBySelectedPeriod).some(\n (ids) => ids.length > 0\n );\n let normalisedFetchState = autoCat.fetchState;\n if (normalisedFetchState === 'In-Progress') {\n normalisedFetchState = hasAnyLoadedRows ? 'Completed' : 'Not-Started';\n }\n return {\n error: autoCat.error,\n fetchState: normalisedFetchState,\n pageToken: autoCat.uiState.pageToken,\n scrollPosition: autoCat.uiState.scrollPosition,\n totalCount: {...autoCat.uiState.totalCount},\n transactionIdsBySelectedPeriod,\n };\n}\n\nconst expenseAutomationTransactionsView = createSlice({\n name: 'expenseAutomationTransactionsView',\n initialState,\n reducers: {\n fetchTransactionCategorizationView: {\n prepare(\n selectedTab: TransactionsTab,\n period: TimePeriod,\n cacheOverride = false,\n keepExistingListItems = false,\n searchString?: string, // when this is defined the output should go to search result IDs\n pageToken?: PageToken,\n refreshViewInBackground = false,\n resetListItems = false,\n isUncategorizedExpenseCategoryEnabled?: boolean\n ) {\n return {\n payload: {\n selectedTab,\n period,\n searchString,\n keepExistingListItems,\n pageToken,\n cacheOverride,\n refreshViewInBackground,\n resetListItems,\n isUncategorizedExpenseCategoryEnabled,\n },\n };\n },\n reducer() {\n // do nothing\n },\n },\n fetchTransactionCategorization: {\n reducer(\n draft,\n action: PayloadAction<{\n cacheOverride: boolean;\n period: TimePeriod;\n selectedTab: TransactionsTab;\n isUncategorizedExpenseCategoryEnabled?: boolean;\n keepExistingListItems?: boolean;\n pageToken?: PageToken;\n refreshViewInBackground?: boolean;\n resetListItems?: boolean;\n searchString?: string; // when this is defined the output should go to search result IDs\n }>\n ) {\n const {\n refreshViewInBackground,\n resetListItems,\n selectedTab,\n pageToken,\n searchString,\n period,\n } = action.payload;\n\n if (refreshViewInBackground === true) {\n draft.transactionCategorizationView[selectedTab].refreshStatus = {\n fetchState: 'In-Progress',\n error: undefined,\n };\n } else {\n draft.transactionCategorizationView[selectedTab].fetchState =\n 'In-Progress';\n draft.transactionCategorizationView[selectedTab].error = undefined;\n }\n\n draft.transactionCategorizationView[selectedTab].uiState.pageToken =\n pageToken ?? null;\n draft.transactionCategorizationView[selectedTab].uiState.searchString =\n searchString ?? '';\n draft.transactionCategorizationView[selectedTab].error = undefined;\n\n // Reset list when we change the sort order and fetch list again\n if (resetListItems === true) {\n const monthYearPeriod: MonthYearPeriod = {\n month: period.start.month,\n year: period.start.year,\n };\n\n const transactionIdsBySelectedPeriod =\n draft.transactionCategorizationView[selectedTab]\n .transactionIdsBySelectedPeriod[\n toMonthYearPeriodId(monthYearPeriod)\n ];\n\n transactionIdsBySelectedPeriod.forEach((transactionId) => {\n delete draft.transactionCategorizationView[selectedTab]\n .transactionReviewLocalDataById[transactionId];\n });\n\n draft.transactionCategorizationView[\n selectedTab\n ].selectedCheckBoxTransactionIds =\n draft.transactionCategorizationView[\n selectedTab\n ].selectedCheckBoxTransactionIds.filter(\n (selectedCheckBoxTransactionId) =>\n transactionIdsBySelectedPeriod.includes(\n selectedCheckBoxTransactionId\n )\n );\n\n draft.transactionCategorizationView[\n selectedTab\n ].transactionIdsBySelectedPeriod[\n toMonthYearPeriodId(monthYearPeriod)\n ] = [];\n\n draft.transactionCategorizationView[selectedTab].refreshStatus = {\n fetchState: 'Not-Started',\n error: undefined,\n };\n }\n },\n prepare(\n selectedTab: TransactionsTab,\n period: TimePeriod,\n cacheOverride = false,\n keepExistingListItems = false,\n searchString?: string, // when this is defined the output should go to search result IDs\n pageToken?: PageToken,\n refreshViewInBackground = false,\n resetListItems?: boolean,\n isUncategorizedExpenseCategoryEnabled?: boolean\n ) {\n return {\n payload: {\n selectedTab,\n period,\n searchString,\n keepExistingListItems,\n pageToken,\n cacheOverride,\n refreshViewInBackground,\n resetListItems,\n isUncategorizedExpenseCategoryEnabled,\n },\n };\n },\n },\n initializeTransactionCategorizationViewLocalData: {\n prepare(\n selectedTab: TransactionsTab,\n transactionIds: ID[],\n selectedPeriod: MonthYearPeriod,\n keepExistingListItems = false,\n pageToken: PageToken,\n totalCount: number,\n lineItemsByTransactionIds: Record<ID, string[]>,\n refreshViewInBackground = false,\n isUncategorizedExpenseCategoryEnabled?: boolean\n ) {\n return {\n payload: {\n selectedTab,\n transactionIds,\n selectedPeriod,\n keepExistingListItems,\n pageToken,\n totalCount,\n lineItemsByTransactionIds,\n refreshViewInBackground,\n isUncategorizedExpenseCategoryEnabled,\n },\n };\n },\n reducer() {\n // do nothing\n },\n },\n saveTransactionCategorizationLocalData(\n draft,\n action: PayloadAction<{\n keepExistingListItems: boolean;\n pageToken: PageToken;\n selectedPeriod: MonthYearPeriod;\n selectedTab: TransactionsTab;\n totalCount: number;\n transactionIds: ID[];\n transactionLocalData: Record<ID, SupportedTransactionCategorization>;\n refreshViewInBackground?: boolean;\n }>\n ) {\n const {\n keepExistingListItems,\n transactionIds,\n transactionLocalData,\n selectedPeriod,\n selectedTab,\n pageToken,\n totalCount,\n } = action.payload;\n if (keepExistingListItems === false) {\n draft.transactionCategorizationView[\n selectedTab\n ].transactionIdsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)] =\n transactionIds;\n draft.transactionCategorizationView[\n selectedTab\n ].selectedCheckBoxTransactionIds = [];\n // Reset dirty transaction IDs on page load/refresh\n draft.transactionCategorizationView[\n selectedTab\n ].transactionIdsWithUnsavedData = [];\n } else {\n const previousData =\n draft.transactionCategorizationView[selectedTab]\n .transactionIdsBySelectedPeriod[\n toMonthYearPeriodId(selectedPeriod)\n ];\n if (previousData == null) {\n draft.transactionCategorizationView[\n selectedTab\n ].transactionIdsBySelectedPeriod[\n toMonthYearPeriodId(selectedPeriod)\n ] = transactionIds;\n } else {\n const combinedData = uniq([...previousData, ...transactionIds]);\n draft.transactionCategorizationView[\n selectedTab\n ].transactionIdsBySelectedPeriod[\n toMonthYearPeriodId(selectedPeriod)\n ] = [...combinedData];\n }\n }\n\n draft.transactionCategorizationView[\n selectedTab\n ].transactionReviewLocalDataById = {\n ...draft.transactionCategorizationView[selectedTab]\n .transactionReviewLocalDataById,\n ...Object.fromEntries(\n Object.entries(transactionLocalData).map(\n ([transactionId, newData]) => {\n const existingData =\n draft.transactionCategorizationView[selectedTab]\n .transactionReviewLocalDataById[transactionId];\n\n // If keepExistingListItems is false, preserve existing tabSpecificLineItems\n if (keepExistingListItems === false && existingData != null) {\n return [\n transactionId,\n {\n ...newData,\n transactionReviewLocalData: {\n ...newData.transactionReviewLocalData,\n tabSpecificLineItems: mergeTabSpecificLineItems(\n existingData.transactionReviewLocalData\n .tabSpecificLineItems,\n selectedTab,\n newData.transactionReviewLocalData.tabSpecificLineItems\n ),\n },\n },\n ];\n }\n\n return [transactionId, newData];\n }\n )\n ),\n };\n\n if (action.payload.refreshViewInBackground === true) {\n draft.transactionCategorizationView[selectedTab].refreshStatus = {\n fetchState: 'Completed',\n error: undefined,\n };\n } else {\n draft.transactionCategorizationView[selectedTab].fetchState =\n 'Completed';\n draft.transactionCategorizationView[selectedTab].error = undefined;\n }\n\n draft.transactionCategorizationView[selectedTab].uiState = {\n ...draft.transactionCategorizationView[selectedTab].uiState,\n pageToken: pageToken ?? null,\n };\n draft.transactionCategorizationView[selectedTab].uiState.totalCount[\n toMonthYearPeriodId(selectedPeriod)\n ] = totalCount;\n },\n updateTransactionCategorizationUIState(\n draft,\n action: PayloadAction<{\n selectedTab: TransactionsTab;\n uiState: Partial<TransactionsViewUIState>;\n }>\n ) {\n const selectedTab = action.payload.selectedTab;\n const uiState = action.payload.uiState;\n if (uiState.sortKey != null) {\n draft.transactionCategorizationView[selectedTab].uiState.sortKey =\n uiState.sortKey;\n }\n if (uiState.sortOrder != null) {\n draft.transactionCategorizationView[selectedTab].uiState.sortOrder =\n uiState.sortOrder;\n }\n if (uiState.searchString != null) {\n draft.transactionCategorizationView[selectedTab].uiState.searchString =\n uiState.searchString;\n }\n if (uiState.scrollPosition != null) {\n draft.transactionCategorizationView[\n selectedTab\n ].uiState.scrollPosition = uiState.scrollPosition;\n }\n if (uiState.pageToken != null) {\n draft.transactionCategorizationView[selectedTab].uiState.pageToken =\n uiState.pageToken;\n }\n if (uiState.totalCount != null) {\n draft.transactionCategorizationView[selectedTab].uiState.totalCount =\n uiState.totalCount;\n }\n },\n updateTransactionFilters(\n draft,\n action: PayloadAction<{\n filters: TransactionFilters;\n selectedTab: TransactionsTab;\n }>\n ) {\n const {selectedTab, filters} = action.payload;\n // `filters` is non-nullable per the payload type, so no runtime\n // null-check is needed — dropping it removes a dead defensive branch.\n draft.transactionCategorizationView[selectedTab].filters = filters;\n },\n saveTransactionCategorization: {\n prepare(\n selectedTab: TransactionsTab,\n transactionIds: ID[],\n cotTrackingByTransactionId: COTTransactionTrackingByTransactionId,\n isUncategorizedExpenseCategoryEnabled?: boolean\n ) {\n return {\n payload: {\n selectedTab,\n transactionIds,\n cotTrackingByTransactionId,\n isUncategorizedExpenseCategoryEnabled,\n },\n };\n },\n reducer() {\n // do nothing\n },\n },\n updateCurrentSelectedTransactionCategorizationTab: {\n reducer(\n draft,\n action: PayloadAction<{\n newSelectedTab: TransactionsTab;\n }>\n ) {\n draft.selectedTransactionCategorizationTab =\n action.payload.newSelectedTab;\n },\n prepare(newSelectedTab: TransactionsTab) {\n return {payload: {newSelectedTab}};\n },\n },\n updateTransactionCategorizationCompletedSubTab: {\n reducer(\n draft,\n action: PayloadAction<{\n newSubTab: CompletedSubTab;\n }>\n ) {\n const {newSubTab} = action.payload;\n const previousSubTab =\n draft.selectedTransactionCategorizationCompletedSubTab;\n if (previousSubTab === newSubTab) {\n return;\n }\n\n const autoCat = draft.transactionCategorizationView.autoCategorized;\n\n // Snapshot the outgoing sub-tab so a future revisit can short-circuit\n // the fetch epic (mirrors the parent-tab \"don't refetch what's\n // already cached\" behaviour). Period-scoped data is preserved as-is\n // because the snapshot itself is keyed only by sub-tab; the active\n // tab's per-period maps remain the source of truth while live.\n draft.autoCategorizedSubTabCache[previousSubTab] =\n snapshotAutoCategorizedTab(autoCat);\n\n const cached = draft.autoCategorizedSubTabCache[newSubTab];\n if (cached != null) {\n autoCat.uiState.pageToken = cached.pageToken;\n autoCat.uiState.totalCount = {...cached.totalCount};\n autoCat.uiState.scrollPosition = cached.scrollPosition;\n autoCat.transactionIdsBySelectedPeriod = {\n ...cached.transactionIdsBySelectedPeriod,\n };\n autoCat.fetchState = cached.fetchState;\n autoCat.error = cached.error;\n } else {\n // Sub-tab has never been visited — clear the active slot so the\n // view-epic's `fetchState === 'Not-Started' || transactionIds.length\n // === 0` cache check falls through and triggers a fresh page-1\n // fetch for the new dataset. `scrollPosition` is reset to the top\n // so the incoming list isn't anchored to the outgoing sub-tab's\n // offset (different rows → previous offset is meaningless).\n autoCat.uiState.pageToken = null;\n autoCat.uiState.totalCount = {};\n autoCat.uiState.scrollPosition = {\n scrollTop: 0,\n scrollLeft: undefined,\n };\n autoCat.transactionIdsBySelectedPeriod = {};\n autoCat.fetchState = 'Not-Started';\n autoCat.error = undefined;\n }\n\n draft.selectedTransactionCategorizationCompletedSubTab = newSubTab;\n },\n prepare(newSubTab: CompletedSubTab) {\n return {payload: {newSubTab}};\n },\n },\n updateTransactionCategorization: {\n reducer(\n draft,\n action: PayloadAction<{\n cotTrackingByTransactionId: COTTransactionTrackingByTransactionId;\n selectedTab: TransactionsTab;\n transactionIds: ID[];\n transactionSaveUpdates: TransactionSaveUpdates[];\n isUncategorizedExpenseCategoryEnabled?: boolean;\n }>\n ) {\n const selectedTab = action.payload.selectedTab;\n draft.transactionCategorizationView[selectedTab].saveStatus = {\n error: undefined,\n fetchState: 'In-Progress',\n };\n },\n prepare(\n selectedTab: TransactionsTab,\n transactionIds: ID[],\n transactionSaveUpdates: TransactionSaveUpdates[],\n cotTrackingByTransactionId: COTTransactionTrackingByTransactionId,\n isUncategorizedExpenseCategoryEnabled?: boolean\n ) {\n return {\n payload: {\n selectedTab,\n transactionIds,\n transactionSaveUpdates,\n cotTrackingByTransactionId,\n isUncategorizedExpenseCategoryEnabled,\n },\n };\n },\n },\n\n setAllItemsToCategoryClassInLocalDataForCategorization: {\n reducer(\n draft,\n action: PayloadAction<{\n lineId: ID;\n selectedTab: TransactionsTab;\n transactionId: ID;\n transactions: SupportedTransactionWithCOT[];\n uncategorizedAccounts: UncategorizedAccounts;\n customerId?: ID;\n isAccountingClassesEnabled?: boolean;\n isUncategorizedExpenseCategoryEnabled?: boolean;\n lineEntity?: Entity;\n recommendationsWithCOT?: RecommendationWithCOT[];\n selectedAccount?: AccountBase;\n selectedClassBase?: ClassBase;\n selectedProjectBase?: ProjectBase;\n vendorId?: ID;\n }>\n ) {\n const {\n vendorId,\n customerId,\n selectedAccount,\n selectedClassBase,\n selectedProjectBase,\n transactions,\n transactionId,\n lineId,\n selectedTab,\n uncategorizedAccounts,\n isAccountingClassesEnabled,\n isUncategorizedExpenseCategoryEnabled,\n } = action.payload;\n\n const transactionLocalData = recordGet(\n draft.transactionCategorizationView[selectedTab]\n .transactionReviewLocalDataById,\n transactionId,\n undefined\n );\n\n const existingAccount =\n transactionLocalData?.transactionReviewLocalData.lineItemById[lineId]\n .account;\n\n if (transactionLocalData != null) {\n const newTransactionLocalData = {\n ...transactionLocalData.transactionReviewLocalData,\n lineItemById: {\n ...transactionLocalData.transactionReviewLocalData.lineItemById,\n [lineId]: {\n ...transactionLocalData.transactionReviewLocalData.lineItemById[\n lineId\n ],\n account: selectedAccount,\n\n class: selectedClassBase,\n\n project: selectedProjectBase,\n },\n },\n };\n\n draft.transactionCategorizationView[\n selectedTab\n ].transactionReviewLocalDataById[transactionId] = {\n transactionReviewLocalData: newTransactionLocalData,\n transactionId,\n };\n const selectedTransaction = transactions.find(\n (transaction) => transaction.id === transactionId\n );\n const selectedCheckBoxTransactionIds =\n draft.transactionCategorizationView[selectedTab]\n .selectedCheckBoxTransactionIds;\n\n if (\n selectedTransaction != null &&\n shouldAutoSelectAndAdd(\n selectedTransaction,\n newTransactionLocalData,\n selectedCheckBoxTransactionIds,\n uncategorizedAccounts,\n isUncategorizedExpenseCategoryEnabled,\n isAccountingClassesEnabled\n )\n ) {\n draft.transactionCategorizationView[\n selectedTab\n ].selectedCheckBoxTransactionIds = [\n ...selectedCheckBoxTransactionIds,\n transactionId,\n ];\n }\n }\n\n // Track dirty transaction IDs - always mark current transaction as dirty\n const dirtyIds: ID[] = [transactionId];\n\n if (vendorId != null || customerId != null) {\n transactions.forEach((transaction) => {\n const transactionLocalData = recordGet(\n draft.transactionCategorizationView[selectedTab]\n .transactionReviewLocalDataById,\n transaction.id,\n undefined\n );\n if (transactionLocalData != null) {\n const existingClassId =\n transactionLocalData.transactionReviewLocalData.lineItemById[\n lineId\n ]?.class?.classId;\n const existingProjectId =\n transactionLocalData.transactionReviewLocalData.lineItemById[\n lineId\n ]?.project?.projectId;\n const updatedItem: 'category' | 'class' | 'project' =\n existingAccount?.accountId !== selectedAccount?.accountId\n ? 'category'\n : existingClassId !== selectedClassBase?.classId\n ? 'class'\n : existingProjectId !== selectedProjectBase?.projectId\n ? 'project'\n : 'class';\n const {localData, similarTransactionUpdated} =\n toSetAllLineItemsToCategoryClass(\n draft.transactionCategorizationView[selectedTab],\n transaction,\n transactionId,\n lineId,\n transactionLocalData.transactionReviewLocalData,\n updatedItem,\n uncategorizedAccounts,\n selectedTab,\n vendorId,\n customerId,\n selectedAccount,\n selectedClassBase,\n selectedProjectBase,\n isUncategorizedExpenseCategoryEnabled,\n isAccountingClassesEnabled\n );\n draft.transactionCategorizationView[\n selectedTab\n ].transactionReviewLocalDataById[transaction.id] = {\n transactionId: transaction.id,\n transactionReviewLocalData: localData,\n };\n // Mark similar transaction as dirty only if it was actually updated\n if (similarTransactionUpdated) {\n dirtyIds.push(transaction.id);\n }\n }\n });\n }\n\n // Add all affected transaction IDs to dirty list\n draft.transactionCategorizationView[\n selectedTab\n ].transactionIdsWithUnsavedData = uniq([\n ...draft.transactionCategorizationView[selectedTab]\n .transactionIdsWithUnsavedData,\n ...dirtyIds,\n ]);\n },\n prepare(\n selectedTab: TransactionsTab,\n transactionId: ID,\n lineId: ID,\n transactions: SupportedTransactionWithCOT[],\n uncategorizedAccounts: UncategorizedAccounts,\n vendorId?: ID,\n customerId?: ID,\n selectedAccount?: AccountBase,\n selectedClassBase?: ClassBase,\n lineEntity?: Entity,\n recommendations?: RecommendationWithCOT[],\n isUncategorizedExpenseCategoryEnabled?: boolean,\n isAccountingClassesEnabled?: boolean,\n selectedProjectBase?: ProjectBase\n ) {\n return {\n payload: {\n selectedTab,\n transactionId,\n lineId,\n transactions,\n vendorId,\n customerId,\n lineEntity,\n selectedAccount,\n selectedClassBase,\n selectedProjectBase,\n recommendations,\n uncategorizedAccounts,\n isAccountingClassesEnabled,\n isUncategorizedExpenseCategoryEnabled,\n },\n };\n },\n },\n setEntityRecommendationForLineIdsForCategorization: {\n prepare(\n selectedTab: TransactionsTab,\n transactionId: TransactionID,\n transaction: SupportedTransactionWithCOT,\n lineIds: ID[],\n entity: Entity,\n amount: number,\n recommendationWithCOTByLineId: RecommendationWithCOTByLineId,\n uncategorizedAccounts: UncategorizedAccounts,\n isUncategorizedExpenseCategoryEnabled?: boolean,\n isAccountingClassesEnabled?: boolean\n ) {\n return {\n payload: {\n selectedTab,\n transactionId,\n transaction,\n lineIds,\n entity,\n amount,\n recommendationWithCOTByLineId,\n uncategorizedAccounts,\n isAccountingClassesEnabled,\n isUncategorizedExpenseCategoryEnabled,\n },\n };\n },\n reducer(\n draft,\n action: PayloadAction<{\n amount: number;\n entity: Entity;\n lineIds: ID[];\n recommendationWithCOTByLineId: RecommendationWithCOTByLineId;\n selectedTab: TransactionsTab;\n transaction: SupportedTransactionWithCOT;\n transactionId: TransactionID;\n uncategorizedAccounts: UncategorizedAccounts;\n isAccountingClassesEnabled?: boolean;\n isUncategorizedExpenseCategoryEnabled?: boolean;\n }>\n ) {\n const {\n entity,\n transaction,\n transactionId,\n selectedTab,\n lineIds,\n uncategorizedAccounts,\n isAccountingClassesEnabled,\n isUncategorizedExpenseCategoryEnabled,\n } = action.payload;\n const transactionLocalData = recordGet(\n draft.transactionCategorizationView[selectedTab]\n .transactionReviewLocalDataById,\n transactionId.id,\n undefined\n );\n\n if (transactionLocalData != null) {\n const newLocalData = setEntityRecommendationForLineIdInLocalData(\n draft.transactionCategorizationView[selectedTab],\n transaction,\n transactionLocalData.transactionReviewLocalData,\n entity,\n lineIds,\n uncategorizedAccounts,\n action.payload.recommendationWithCOTByLineId,\n isUncategorizedExpenseCategoryEnabled,\n isAccountingClassesEnabled\n );\n\n // Release the per-line fetch flag for every line this fetch\n // covered. Done in-place on the freshly returned local data\n // (the helper produces a new mutable object), before we write\n // it back to the draft.\n lineIds.forEach((lineId) => {\n const lineItem = newLocalData.lineItemById[lineId];\n if (lineItem != null) {\n newLocalData.lineItemById[lineId] = {\n ...lineItem,\n categoryClassRecommendationsFetchState: {\n fetchState: 'Completed',\n error: undefined,\n },\n };\n }\n });\n\n draft.transactionCategorizationView[\n selectedTab\n ].transactionReviewLocalDataById[transaction.id] = {\n transactionId: transaction.id,\n transactionReviewLocalData: newLocalData,\n };\n\n // Mark transaction as dirty (autofill happened)\n if (\n !draft.transactionCategorizationView[\n selectedTab\n ].transactionIdsWithUnsavedData.includes(transaction.id)\n ) {\n draft.transactionCategorizationView[\n selectedTab\n ].transactionIdsWithUnsavedData = [\n ...draft.transactionCategorizationView[selectedTab]\n .transactionIdsWithUnsavedData,\n transaction.id,\n ];\n }\n }\n },\n },\n // Start arm of the line-update recommendations fetch. Flips covered\n // lines to In-Progress AND removes the transaction from\n // selectedCheckBoxTransactionIds — the row is unchecked + disabled\n // until either the success arm (recheck if limit allows) or the\n // failure arm releases the per-line flag.\n markCategoryClassRecommendationsInProgressForCategorization: {\n reducer(\n draft,\n action: PayloadAction<{\n lineIds: ID[];\n selectedTab: TransactionsTab;\n transactionId: TransactionID;\n }>\n ) {\n const {selectedTab, transactionId, lineIds} = action.payload;\n const tab = draft.transactionCategorizationView[selectedTab];\n const transactionLocalData = recordGet(\n tab.transactionReviewLocalDataById,\n transactionId.id,\n undefined\n );\n\n if (transactionLocalData != null) {\n lineIds.forEach((lineId) => {\n const lineItem =\n transactionLocalData.transactionReviewLocalData.lineItemById[\n lineId\n ];\n if (lineItem != null) {\n transactionLocalData.transactionReviewLocalData.lineItemById[\n lineId\n ] = {\n ...lineItem,\n categoryClassRecommendationsFetchState: {\n fetchState: 'In-Progress',\n error: undefined,\n },\n };\n }\n });\n }\n\n // Uncheck on fetch start: the row's existing category/class are\n // stale after a payee change, so we drop the auto-selection until\n // fresh recommendations land.\n if (tab.selectedCheckBoxTransactionIds.includes(transactionId.id)) {\n tab.selectedCheckBoxTransactionIds =\n tab.selectedCheckBoxTransactionIds.filter(\n (id) => id !== transactionId.id\n );\n }\n },\n prepare(\n selectedTab: TransactionsTab,\n transactionId: TransactionID,\n lineIds: ID[]\n ) {\n return {payload: {selectedTab, transactionId, lineIds}};\n },\n },\n // Completed arm. Used by the epic when the HTTP call succeeds but the\n // server returned no per-line recommendations — we still need to\n // release the In-Progress flag so the skeleton resolves. Successful\n // responses with recommendations go through\n // setEntityRecommendationForLineIdsForCategorization instead (which\n // also flips the lines to Completed).\n markCategoryClassRecommendationsCompletedForCategorization: {\n reducer(\n draft,\n action: PayloadAction<{\n lineIds: ID[];\n selectedTab: TransactionsTab;\n transactionId: TransactionID;\n }>\n ) {\n const {selectedTab, transactionId, lineIds} = action.payload;\n const transactionLocalData = recordGet(\n draft.transactionCategorizationView[selectedTab]\n .transactionReviewLocalDataById,\n transactionId.id,\n undefined\n );\n\n if (transactionLocalData != null) {\n lineIds.forEach((lineId) => {\n const lineItem =\n transactionLocalData.transactionReviewLocalData.lineItemById[\n lineId\n ];\n if (lineItem != null) {\n transactionLocalData.transactionReviewLocalData.lineItemById[\n lineId\n ] = {\n ...lineItem,\n categoryClassRecommendationsFetchState: {\n fetchState: 'Completed',\n error: undefined,\n },\n };\n }\n });\n }\n },\n prepare(\n selectedTab: TransactionsTab,\n transactionId: TransactionID,\n lineIds: ID[]\n ) {\n return {payload: {selectedTab, transactionId, lineIds}};\n },\n },\n // Failure arm. Flips covered lines to Error so the skeleton resolves\n // and downstream UI can react to the failure. The transaction stays\n // unchecked from the start-arm action.\n markCategoryClassRecommendationsFailureForCategorization: {\n reducer(\n draft,\n action: PayloadAction<{\n error: ZeniAPIStatus;\n lineIds: ID[];\n selectedTab: TransactionsTab;\n transactionId: TransactionID;\n }>\n ) {\n const {selectedTab, transactionId, lineIds, error} = action.payload;\n const transactionLocalData = recordGet(\n draft.transactionCategorizationView[selectedTab]\n .transactionReviewLocalDataById,\n transactionId.id,\n undefined\n );\n\n if (transactionLocalData != null) {\n lineIds.forEach((lineId) => {\n const lineItem =\n transactionLocalData.transactionReviewLocalData.lineItemById[\n lineId\n ];\n if (lineItem != null) {\n transactionLocalData.transactionReviewLocalData.lineItemById[\n lineId\n ] = {\n ...lineItem,\n categoryClassRecommendationsFetchState: {\n fetchState: 'Error',\n error,\n },\n };\n }\n });\n }\n },\n prepare(\n selectedTab: TransactionsTab,\n transactionId: TransactionID,\n lineIds: ID[],\n error: ZeniAPIStatus\n ) {\n return {payload: {selectedTab, transactionId, lineIds, error}};\n },\n },\n fetchTransactionCategorizationSuccess(\n draft,\n action: PayloadAction<{\n selectedTab: TransactionsTab;\n status: ZeniAPIStatus;\n refreshViewInBackground?: boolean;\n }>\n ) {\n const {selectedTab, refreshViewInBackground} = action.payload;\n if (\n draft.transactionCategorizationView[selectedTab].fetchState ===\n 'In-Progress' ||\n refreshViewInBackground !== true\n ) {\n draft.transactionCategorizationView[selectedTab].fetchState =\n 'Completed';\n draft.transactionCategorizationView[selectedTab].error = undefined;\n } else {\n draft.transactionCategorizationView[selectedTab].refreshStatus = {\n fetchState: 'Completed',\n error: undefined,\n };\n }\n },\n resetOtherTabsFetchState(\n draft,\n action: PayloadAction<{\n tabs: TransactionsTab[];\n refreshViewInBackground?: boolean;\n }>\n ) {\n const {tabs, refreshViewInBackground} = action.payload;\n tabs.forEach((tab) => {\n if (\n draft.transactionCategorizationView[tab].fetchState ===\n 'In-Progress' ||\n refreshViewInBackground !== true\n ) {\n draft.transactionCategorizationView[tab].fetchState = 'Completed';\n draft.transactionCategorizationView[tab].error = undefined;\n } else {\n draft.transactionCategorizationView[tab].refreshStatus = {\n fetchState: 'Not-Started',\n error: undefined,\n };\n }\n });\n },\n fetchTransactionCategorizationFailure(\n draft,\n action: PayloadAction<{\n selectedPeriod: MonthYearPeriod;\n selectedTab: TransactionsTab;\n status: ZeniAPIStatus;\n }>\n ) {\n const {selectedTab, selectedPeriod} = action.payload;\n draft.transactionCategorizationView[\n selectedTab\n ].transactionIdsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)] =\n [];\n\n draft.transactionCategorizationView[selectedTab].fetchState = 'Error';\n draft.transactionCategorizationView[selectedTab].error =\n action.payload.status;\n },\n updateSelectedCustomerForTransaction(\n draft,\n action: PayloadAction<{\n lineId: ID;\n selectedTab: TransactionsTab;\n selectedTransaction: SupportedTransaction;\n transactionId: ID;\n uncategorizedAccounts: UncategorizedAccounts;\n isAccountingClassesEnabled?: boolean;\n isUncategorizedExpenseCategoryEnabled?: boolean;\n selectedEntity?: Entity;\n updatedCustomer?: CustomerBase;\n }>\n ) {\n const {\n transactionId,\n lineId,\n updatedCustomer,\n selectedTransaction,\n selectedTab,\n uncategorizedAccounts,\n isAccountingClassesEnabled,\n isUncategorizedExpenseCategoryEnabled,\n } = action.payload;\n const transactionLocalData = recordGet(\n draft.transactionCategorizationView[selectedTab]\n .transactionReviewLocalDataById,\n transactionId,\n undefined\n );\n if (transactionLocalData != null) {\n let newTransactionLocalData = {\n ...transactionLocalData.transactionReviewLocalData,\n };\n if (\n !isVendorTransaction(selectedTransaction) &&\n updatedCustomer != null\n ) {\n newTransactionLocalData = {\n ...newTransactionLocalData,\n lineItemById: {\n ...transactionLocalData.transactionReviewLocalData.lineItemById,\n [lineId]: {\n ...transactionLocalData.transactionReviewLocalData.lineItemById[\n lineId\n ],\n customer: updatedCustomer,\n selectedEntityLine:\n action.payload.selectedEntity != null\n ? action.payload.selectedEntity\n : undefined,\n },\n },\n };\n } else {\n if (action.payload.selectedEntity != null) {\n newTransactionLocalData.selectedEntity =\n action.payload.selectedEntity;\n }\n newTransactionLocalData.customerUpdates =\n updatedCustomer != null && updatedCustomer.id != null\n ? {\n id: updatedCustomer.id,\n name: updatedCustomer.name,\n qboId: updatedCustomer.id,\n }\n : undefined;\n\n newTransactionLocalData.customer =\n updatedCustomer != null && updatedCustomer.id != null\n ? {\n id: updatedCustomer.id,\n name: updatedCustomer.name,\n logo: updatedCustomer.logo,\n }\n : undefined;\n }\n draft.transactionCategorizationView[\n selectedTab\n ].transactionReviewLocalDataById[transactionId] = {\n transactionReviewLocalData: newTransactionLocalData,\n transactionId,\n };\n const selectedCheckBoxTransactionIds =\n draft.transactionCategorizationView[selectedTab]\n .selectedCheckBoxTransactionIds;\n if (\n newTransactionLocalData.customer != null &&\n newTransactionLocalData.customer.id != null &&\n shouldAutoSelectAndAdd(\n selectedTransaction,\n newTransactionLocalData,\n selectedCheckBoxTransactionIds,\n uncategorizedAccounts,\n isUncategorizedExpenseCategoryEnabled,\n isAccountingClassesEnabled\n )\n ) {\n draft.transactionCategorizationView[\n selectedTab\n ].selectedCheckBoxTransactionIds = [\n ...selectedCheckBoxTransactionIds,\n transactionId,\n ];\n }\n\n // Mark transaction as dirty (customer updated)\n if (\n !draft.transactionCategorizationView[\n selectedTab\n ].transactionIdsWithUnsavedData.includes(transactionId)\n ) {\n draft.transactionCategorizationView[\n selectedTab\n ].transactionIdsWithUnsavedData = [\n ...draft.transactionCategorizationView[selectedTab]\n .transactionIdsWithUnsavedData,\n transactionId,\n ];\n }\n }\n },\n updateSelectedVendorForTransaction(\n draft,\n action: PayloadAction<{\n lineId: ID;\n selectedTab: TransactionsTab;\n selectedTransaction: SupportedTransaction;\n transactionId: ID;\n uncategorizedAccounts: UncategorizedAccounts;\n isAccountingClassesEnabled?: boolean;\n isUncategorizedExpenseCategoryEnabled?: boolean;\n selectedEntity?: Entity;\n updatedVendor?: VendorBase;\n }>\n ) {\n const {\n transactionId,\n lineId,\n updatedVendor,\n selectedTransaction,\n selectedTab,\n uncategorizedAccounts,\n isAccountingClassesEnabled,\n isUncategorizedExpenseCategoryEnabled,\n } = action.payload;\n const transactionLocalData = recordGet(\n draft.transactionCategorizationView[selectedTab]\n .transactionReviewLocalDataById,\n transactionId,\n undefined\n );\n\n if (transactionLocalData != null) {\n let newTransactionLocalData = {\n ...transactionLocalData.transactionReviewLocalData,\n };\n if (\n !isVendorTransaction(selectedTransaction) &&\n updatedVendor != null\n ) {\n newTransactionLocalData = {\n ...newTransactionLocalData,\n lineItemById: {\n ...transactionLocalData.transactionReviewLocalData.lineItemById,\n [lineId]: {\n ...transactionLocalData.transactionReviewLocalData.lineItemById[\n lineId\n ],\n vendor: updatedVendor,\n selectedEntityLine:\n action.payload.selectedEntity != null\n ? action.payload.selectedEntity\n : undefined,\n },\n },\n };\n } else {\n if (action.payload.selectedEntity != null) {\n newTransactionLocalData.selectedEntity =\n action.payload.selectedEntity;\n }\n newTransactionLocalData.vendorUpdates =\n updatedVendor != null && updatedVendor.id != null\n ? {\n id: updatedVendor.id,\n name: updatedVendor.name,\n qboId: updatedVendor.id,\n }\n : undefined;\n\n newTransactionLocalData.vendor =\n updatedVendor != null && updatedVendor.id != null\n ? {\n id: updatedVendor.id,\n name: updatedVendor.name,\n logo: updatedVendor.logo,\n }\n : undefined;\n }\n draft.transactionCategorizationView[\n selectedTab\n ].transactionReviewLocalDataById[transactionId] = {\n transactionReviewLocalData: {\n ...newTransactionLocalData,\n tabSpecificLineItems: mergeTabSpecificLineItems(\n transactionLocalData.transactionReviewLocalData\n .tabSpecificLineItems,\n selectedTab,\n newTransactionLocalData.tabSpecificLineItems\n ),\n },\n transactionId,\n };\n const selectedCheckBoxTransactionIds =\n draft.transactionCategorizationView[selectedTab]\n .selectedCheckBoxTransactionIds;\n if (\n newTransactionLocalData.vendor != null &&\n newTransactionLocalData.vendor.id != null &&\n shouldAutoSelectAndAdd(\n selectedTransaction,\n newTransactionLocalData,\n selectedCheckBoxTransactionIds,\n uncategorizedAccounts,\n isUncategorizedExpenseCategoryEnabled,\n isAccountingClassesEnabled\n )\n ) {\n draft.transactionCategorizationView[\n selectedTab\n ].selectedCheckBoxTransactionIds = [\n ...selectedCheckBoxTransactionIds,\n transactionId,\n ];\n }\n\n // Mark transaction as dirty (vendor updated)\n if (\n !draft.transactionCategorizationView[\n selectedTab\n ].transactionIdsWithUnsavedData.includes(transactionId)\n ) {\n draft.transactionCategorizationView[\n selectedTab\n ].transactionIdsWithUnsavedData = [\n ...draft.transactionCategorizationView[selectedTab]\n .transactionIdsWithUnsavedData,\n transactionId,\n ];\n }\n }\n },\n updateSelectedTransactionId(\n draft,\n action: PayloadAction<{\n lineId: ID;\n selectedTab: TransactionsTab;\n transactionId: ID;\n }>\n ) {\n const {selectedTab, transactionId, lineId} = action.payload;\n\n draft.transactionCategorizationView[selectedTab].selectedTransactionId =\n transactionId;\n draft.transactionCategorizationView[\n selectedTab\n ].selectedTransactionLineId = lineId;\n },\n updateTransactionCategorizationSaveStatus: {\n reducer(\n draft,\n action: PayloadAction<{\n fetchState: FetchState;\n selectedTab: TransactionsTab;\n error?: ZeniAPIStatus;\n }>\n ) {\n const selectedTab = action.payload.selectedTab;\n draft.transactionCategorizationView[selectedTab].saveStatus = {\n fetchState: action.payload.fetchState,\n error: action.payload.error,\n };\n },\n prepare(\n selectedTab: TransactionsTab,\n fetchState: FetchState,\n error?: ZeniAPIStatus\n ) {\n return {\n payload: {\n selectedTab,\n fetchState,\n error,\n },\n };\n },\n },\n markTransactionAsNotMiscategorized: {\n reducer(\n draft,\n action: PayloadAction<{\n selectedTab: TransactionsTab;\n transactionsInReview: UpdateTransactionCategorizationResponsePayload;\n isUncategorizedExpenseCategoryEnabled?: boolean;\n }>\n ) {\n const selectedTab = action.payload.selectedTab;\n draft.transactionCategorizationView[\n selectedTab\n ].markAsNotMiscategorizedStatus = {\n fetchState: 'In-Progress',\n error: undefined,\n };\n },\n prepare(\n selectedTab: TransactionsTab,\n transactionsInReview: UpdateTransactionCategorizationResponsePayload,\n isUncategorizedExpenseCategoryEnabled?: boolean\n ) {\n return {\n payload: {\n selectedTab,\n transactionsInReview,\n isUncategorizedExpenseCategoryEnabled,\n },\n };\n },\n },\n updateStatusForTransactionNotMiscategorizedUpdateForCategorization: {\n reducer(\n draft,\n action: PayloadAction<{\n fetchState: FetchState;\n removeTransactionIdsFromSelectedPeriod: ID[];\n selectedPeriod: MonthYearPeriod;\n selectedTab: TransactionsTab;\n uncheckTransactionIds: ID[];\n error?: ZeniAPIStatus;\n updateLineItemsByTransactionId?: Record<ID, string[]>;\n }>\n ) {\n const {\n selectedTab,\n selectedPeriod,\n uncheckTransactionIds,\n removeTransactionIdsFromSelectedPeriod,\n updateLineItemsByTransactionId,\n } = action.payload;\n if (action.payload.fetchState === 'Completed') {\n const selectedCheckBoxTransactionIds =\n draft.transactionCategorizationView[\n selectedTab\n ].selectedCheckBoxTransactionIds.filter(\n (id) => !uncheckTransactionIds.includes(id)\n );\n draft.transactionCategorizationView[\n selectedTab\n ].selectedCheckBoxTransactionIds = [\n ...selectedCheckBoxTransactionIds,\n ];\n\n const transactionIdsBySelectedPeriod =\n draft.transactionCategorizationView[selectedTab]\n .transactionIdsBySelectedPeriod[\n toMonthYearPeriodId(selectedPeriod)\n ];\n\n if (transactionIdsBySelectedPeriod != null) {\n draft.transactionCategorizationView[\n selectedTab\n ].transactionIdsBySelectedPeriod[\n toMonthYearPeriodId(selectedPeriod)\n ] = transactionIdsBySelectedPeriod.filter(\n (id) => !removeTransactionIdsFromSelectedPeriod.includes(id)\n );\n }\n if (updateLineItemsByTransactionId != null) {\n Object.entries(updateLineItemsByTransactionId).forEach(\n ([transactionId, lineIds]) => {\n if (lineIds.length > 0) {\n draft.transactionCategorizationView[\n selectedTab\n ].transactionReviewLocalDataById[\n transactionId\n ].transactionReviewLocalData.tabSpecificLineItems = {\n ...draft.transactionCategorizationView[selectedTab]\n .transactionReviewLocalDataById[transactionId]\n .transactionReviewLocalData.tabSpecificLineItems,\n [selectedTab]: [...lineIds],\n };\n } else {\n delete draft.transactionCategorizationView[selectedTab]\n .transactionReviewLocalDataById[transactionId];\n }\n }\n );\n }\n\n // Remove saved transaction IDs from dirty list\n draft.transactionCategorizationView[\n selectedTab\n ].transactionIdsWithUnsavedData = draft.transactionCategorizationView[\n selectedTab\n ].transactionIdsWithUnsavedData.filter(\n (id) => !uncheckTransactionIds.includes(id)\n );\n }\n draft.transactionCategorizationView[\n selectedTab\n ].markAsNotMiscategorizedStatus = {\n fetchState: action.payload.fetchState,\n error: action.payload.error,\n };\n },\n prepare(\n selectedTab: TransactionsTab,\n uncheckTransactionIds: ID[],\n removeTransactionIdsFromSelectedPeriod: ID[],\n selectedPeriod: MonthYearPeriod,\n fetchState: FetchState,\n error?: ZeniAPIStatus,\n updateLineItemsByTransactionId?: Record<ID, string[]>\n ) {\n return {\n payload: {\n removeTransactionIdsFromSelectedPeriod,\n selectedPeriod,\n uncheckTransactionIds,\n selectedTab,\n fetchState,\n error,\n updateLineItemsByTransactionId,\n },\n };\n },\n },\n updateTotalCountForTransactionCategorization(\n draft,\n action: PayloadAction<{\n selectedPeriod: MonthYearPeriod;\n selectedTab: TransactionsTab;\n totalCount: number;\n }>\n ) {\n const {selectedTab, selectedPeriod, totalCount} = action.payload;\n draft.transactionCategorizationView[selectedTab].uiState.totalCount[\n toMonthYearPeriodId(selectedPeriod)\n ] = totalCount;\n },\n updateParentTotalCountForTab(\n draft,\n action: PayloadAction<{\n parentTotalCount: number;\n selectedPeriod: MonthYearPeriod;\n selectedTab: TransactionsTab;\n }>\n ) {\n const {selectedTab, selectedPeriod, parentTotalCount} = action.payload;\n draft.parentTotalCountByTab[selectedTab][\n toMonthYearPeriodId(selectedPeriod)\n ] = parentTotalCount;\n },\n updateSelectedCheckboxTransactionIds(\n draft,\n action: PayloadAction<{\n selectedTab: TransactionsTab;\n transactionIds: ID[];\n }>\n ) {\n const selectedTab = action.payload.selectedTab;\n const transactionIds = action.payload.transactionIds;\n draft.transactionCategorizationView[\n selectedTab\n ].selectedCheckBoxTransactionIds = [...transactionIds];\n },\n clearExpenseAutomationTransactionsViewPerTabView(\n draft,\n action: PayloadAction<TransactionsTab>\n ) {\n const selectedTab = action.payload;\n draft.transactionCategorizationView[selectedTab] = {\n ...initialTransactionTabViewState,\n };\n draft.parentTotalCountByTab[selectedTab] = {};\n // The per-sub-tab snapshot cache lives at the slice root and is\n // exclusively populated by the autoCategorized tab's sub-tab switching\n // (see updateTransactionCategorizationCompletedSubTab). When that tab\n // is reset, leaving stale snapshots behind would short-circuit the\n // next sub-tab visit with phantom row IDs / page tokens that no longer\n // correspond to anything in state — drop them in lockstep.\n if (selectedTab === 'autoCategorized') {\n draft.autoCategorizedSubTabCache = {};\n }\n },\n clearExpenseAutomationTransactionsView(draft) {\n Object.assign(draft, initialState);\n },\n\n updateTransactionCategorizationUploadReceiptState: {\n reducer(\n draft,\n action: PayloadAction<{\n fetchStatus: FetchStateAndError;\n selectedTab: TransactionsTab;\n transactionId: ID;\n }>\n ) {\n const {transactionId, fetchStatus, selectedTab} = action.payload;\n draft.transactionCategorizationView[\n selectedTab\n ].uploadReceiptStatusById[transactionId] = fetchStatus;\n },\n prepare(\n selectedTab: TransactionsTab,\n transactionId: ID,\n fetchStatus: FetchStateAndError\n ) {\n return {payload: {selectedTab, transactionId, fetchStatus}};\n },\n },\n\n uploadTransactionCategorizationReceiptSuccess: {\n reducer(\n draft,\n action: PayloadAction<{\n selectedTab: TransactionsTab;\n transactionPayload: SupportedTransactionPayload;\n updateType: UpdateType;\n }>\n ) {\n const {transactionPayload, selectedTab} = action.payload;\n draft.transactionCategorizationView[\n selectedTab\n ].uploadReceiptStatusById[transactionPayload.transaction_id] = {\n fetchState: 'Completed',\n error: undefined,\n };\n },\n prepare(\n selectedTab: TransactionsTab,\n transactionPayload: SupportedTransactionPayload,\n updateType: UpdateType = 'merge'\n ) {\n return {payload: {selectedTab, transactionPayload, updateType}};\n },\n },\n\n syncTransactionCategorizationFromDetailSave: {\n prepare(\n transactionId: TransactionID,\n updatedTransaction: SupportedTransactionWithCOT,\n pendingReviewLineIds: string[],\n uncategorizedIncomeExpense: UncategorizedAccounts,\n isUncategorizedExpenseCategoryEnabled?: boolean\n ) {\n return {\n payload: {\n transactionId,\n updatedTransaction,\n pendingReviewLineIds,\n uncategorizedIncomeExpense,\n isUncategorizedExpenseCategoryEnabled,\n },\n };\n },\n reducer(\n draft,\n action: PayloadAction<{\n isUncategorizedExpenseCategoryEnabled: boolean | undefined;\n pendingReviewLineIds: string[];\n transactionId: TransactionID;\n uncategorizedIncomeExpense: UncategorizedAccounts;\n updatedTransaction: SupportedTransactionWithCOT;\n }>\n ) {\n const {\n transactionId,\n updatedTransaction,\n pendingReviewLineIds,\n uncategorizedIncomeExpense,\n isUncategorizedExpenseCategoryEnabled,\n } = action.payload;\n const txnId = transactionId.id;\n\n const reviewTabView = draft.transactionCategorizationView.review;\n const autoTabView = draft.transactionCategorizationView.autoCategorized;\n\n const existsInReview =\n reviewTabView.transactionReviewLocalDataById[txnId] != null;\n const existsInAuto =\n autoTabView.transactionReviewLocalDataById[txnId] != null;\n\n if (!existsInReview && !existsInAuto) {\n return;\n }\n\n // Auto tab: retain only lines still auto_reviewed or auto_categorized\n if (existsInAuto) {\n filterAutoTabLineItems(autoTabView, txnId, updatedTransaction);\n }\n\n const allReviewed = pendingReviewLineIds.length === 0;\n\n if (allReviewed) {\n if (existsInReview) {\n removeTransactionFromTabView(reviewTabView, txnId);\n }\n return;\n }\n\n // Partially reviewed: rebuild review tab local data with pending review lines\n if (existsInReview) {\n const newLocalData = toTransactionDetailLocalData(\n updatedTransaction,\n 'review',\n pendingReviewLineIds,\n uncategorizedIncomeExpense,\n isUncategorizedExpenseCategoryEnabled\n );\n\n reviewTabView.transactionReviewLocalDataById[txnId] = {\n transactionId: txnId,\n transactionReviewLocalData: {\n ...newLocalData,\n sortedLineItems: updatedTransaction.lines?.map((l) => l.id) ?? [],\n tabSpecificLineItems: {\n review: pendingReviewLineIds,\n },\n },\n };\n\n reviewTabView.selectedCheckBoxTransactionIds =\n reviewTabView.selectedCheckBoxTransactionIds.filter(\n (id) => id !== txnId\n );\n reviewTabView.transactionIdsWithUnsavedData =\n reviewTabView.transactionIdsWithUnsavedData.filter(\n (id) => id !== txnId\n );\n }\n },\n },\n\n backgroundRefetchReviewTab: {\n prepare(\n period: TimePeriod,\n isUncategorizedExpenseCategoryEnabled?: boolean\n ) {\n return {\n payload: {\n period,\n isUncategorizedExpenseCategoryEnabled,\n },\n };\n },\n reducer(draft) {\n draft.transactionCategorizationView.review.refreshStatus = {\n fetchState: 'In-Progress',\n error: undefined,\n };\n },\n },\n\n removeTransactionFromAllTabs: {\n prepare(transactionId: ID) {\n return {payload: {transactionId}};\n },\n reducer(draft, action: PayloadAction<{transactionId: ID}>) {\n const {transactionId} = action.payload;\n for (const tab of TRANSACTIONS_TABS) {\n removeTransactionFromTabView(\n draft.transactionCategorizationView[tab],\n transactionId\n );\n }\n },\n },\n },\n});\n\nexport const {\n fetchTransactionCategorization,\n updateTransactionCategorizationUIState,\n updateTransactionFilters,\n initializeTransactionCategorizationViewLocalData,\n saveTransactionCategorizationLocalData,\n fetchTransactionCategorizationFailure,\n saveTransactionCategorization,\n updateTransactionCategorization,\n updateCurrentSelectedTransactionCategorizationTab,\n updateTransactionCategorizationCompletedSubTab,\n updateTransactionCategorizationSaveStatus,\n markTransactionAsNotMiscategorized,\n updateStatusForTransactionNotMiscategorizedUpdateForCategorization,\n updateSelectedVendorForTransaction,\n updateSelectedCustomerForTransaction,\n setAllItemsToCategoryClassInLocalDataForCategorization,\n updateTotalCountForTransactionCategorization,\n updateParentTotalCountForTab,\n fetchTransactionCategorizationSuccess,\n resetOtherTabsFetchState,\n fetchTransactionCategorizationView,\n updateSelectedCheckboxTransactionIds,\n clearExpenseAutomationTransactionsViewPerTabView,\n clearExpenseAutomationTransactionsView,\n setEntityRecommendationForLineIdsForCategorization,\n markCategoryClassRecommendationsInProgressForCategorization,\n markCategoryClassRecommendationsCompletedForCategorization,\n markCategoryClassRecommendationsFailureForCategorization,\n updateSelectedTransactionId,\n syncTransactionCategorizationFromDetailSave,\n backgroundRefetchReviewTab,\n removeTransactionFromAllTabs,\n updateTransactionCategorizationUploadReceiptState,\n uploadTransactionCategorizationReceiptSuccess,\n} = expenseAutomationTransactionsView.actions;\n\nexport default expenseAutomationTransactionsView.reducer;\n"]}

package/lib/esm/view/expenseAutomationView/selectorTypes/expenseAutomationViewSelectorTypes.js CHANGED Viewed

@@ -37,3 +37,4 @@ export const getAllSteps = (monthEndCloseChecksState, monthYearId, tenantId, aud
     }
     return [];
 };
+//# sourceMappingURL=expenseAutomationViewSelectorTypes.js.map

package/lib/esm/view/expenseAutomationView/selectorTypes/expenseAutomationViewSelectorTypes.js.map ADDED Viewed

@@ -0,0 +1 @@

+ {"version":3,"file":"expenseAutomationViewSelectorTypes.js","sourceRoot":"","sources":["../../../../../src/view/expenseAutomationView/selectorTypes/expenseAutomationViewSelectorTypes.ts"],"names":[],"mappings":"AAAA,OAAO,EAIL,sBAAsB,GACvB,MAAM,kCAAkC,CAAC;AA8B1C,MAAM,CAAC,MAAM,WAAW,GAAG,CACzB,wBAAkD,EAClD,WAA8B,EAC9B,QAAY,EACZ,YAAmC,EACH,EAAE;IAClC,IACE,wBAAwB,CAAC,6BAA6B,CAAC,QAAQ,CAAC,EAAE,CAChE,WAAW,CACZ,IAAI,IAAI,EACT,CAAC;QACD,MAAM,KAAK,GAAG,wBAAwB,CAAC,6BAA6B,CAClE,QAAQ,CACT,CAAC,WAAW,CAAC,CAAC,sBAAsB,CAAC,GAAG,CAAC,CAAC,KAAK,EAAE,EAAE;YAClD,QAAQ,KAAK,CAAC,EAAE,EAAE,CAAC;gBACjB,KAAK,oBAAoB;oBACvB,OAAO;wBACL,IAAI,EAAE,KAAK,CAAC,EAAE;wBACd,KAAK,EAAE,KAAK,CAAC,KAAK;wBAClB,QAAQ,EAAE,KAAK,CAAC,WAAW;wBAC3B,gBAAgB,EACd,KAAK,CAAC,QAAQ,KAAK,GAAG;4BACpB,CAAC,CAAC,sBAAsB,CAAC,UAAU,CAAC;4BACpC,CAAC,CAAC,sBAAsB,CAAC,YAAY,CAAC;wBAC1C,UAAU,EACR,YAAY,IAAI,IAAI,IAAI,YAAY,CAAC,oBAAoB,GAAG,EAAE;wBAChE,cAAc,EAAE,KAAK;wBACrB,cAAc,EAAE,KAAK;qBACtB,CAAC;gBACJ,KAAK,gBAAgB,CAAC;gBACtB,KAAK,cAAc,CAAC;gBACpB,KAAK,kBAAkB,CAAC;gBACxB,KAAK,eAAe,CAAC;gBACrB,KAAK,4BAA4B;oBAC/B,OAAO;wBACL,IAAI,EAAE,KAAK,CAAC,EAAE;wBACd,KAAK,EAAE,KAAK,CAAC,KAAK;wBAClB,QAAQ,EAAE,KAAK,CAAC,WAAW;wBAC3B,gBAAgB,EACd,KAAK,CAAC,QAAQ,KAAK,GAAG;4BACpB,CAAC,CAAC,sBAAsB,CAAC,UAAU,CAAC;4BACpC,CAAC,CAAC,sBAAsB,CAAC,YAAY,CAAC;wBAC1C,UAAU,EAAE,KAAK;wBACjB,cAAc,EAAE,KAAK;wBACrB,cAAc,EAAE,KAAK;qBACtB,CAAC;YACN,CAAC;QACH,CAAC,CAAC,CAAC;QAEH,OAAO,KAAK,CAAC;IACf,CAAC;IACD,OAAO,EAAE,CAAC;AACZ,CAAC,CAAC","sourcesContent":["import {\n CompletionStatusType,\n FetchStateAndError,\n ID,\n toCompletionStatusType,\n} from '../../../commonStateTypes/common';\nimport {\n MonthYearPeriod,\n MonthYearPeriodId,\n} from '../../../commonStateTypes/timePeriod';\nimport {SelectorView} from '../../../commonStateTypes/viewAndReport/viewAndReport';\nimport {\n MonthEndAuditSummary,\n MonthEndCloseChecksState,\n} from '../../../entity/monthEndCloseChecks/monthEndCloseChecksState';\nimport {MonthEndCloseChecksView} from '../../../view/monthEndCloseChecksView/monthEndCloseChecksViewSelector';\nimport {CompanyMonthEndReportSelectorView} from '../../companyMonthEndReportView/companyMonthEndReportViewSelector';\nimport {ExpenseAutomationViewType} from '../expenseAutomationViewState';\nimport {TransactionsTab} from '../types/transactionsViewState';\nimport {ExpenseAutomationFluxAnalysisViewSelector} from './fluxAnalysisViewSelectorTypes';\nimport {ExpenseAutomationJESchedulesViewSelector} from './jeSchedulesSelectorTypes';\nimport {ExpenseAutomationMissingReceiptsViewSelector} from './missingReceiptsSelectorTypes';\nimport {ExpenseAutomationReconciliationViewSelector} from './reconciliationViewSelectorTypes';\nimport {ExpenseAutomationTransactionViewSelector} from './transactionsViewSelectorTypes';\n\nexport interface ExpenseAutomationStepDetails {\n completionStatus: CompletionStatusType;\n isDisabled: boolean;\n isNextDisabled: boolean;\n isPrevDisabled: boolean;\n step: ExpenseAutomationViewType;\n subTitle: string;\n title: string;\n}\n\nexport const getAllSteps = (\n monthEndCloseChecksState: MonthEndCloseChecksState,\n monthYearId: MonthYearPeriodId,\n tenantId: ID,\n auditSummary?: MonthEndAuditSummary\n): ExpenseAutomationStepDetails[] => {\n if (\n monthEndCloseChecksState.monthEndCloseChecksByTenantId[tenantId]?.[\n monthYearId\n ] != null\n ) {\n const steps = monthEndCloseChecksState.monthEndCloseChecksByTenantId[\n tenantId\n ][monthYearId].monthEndCloseCheckList.map((check) => {\n switch (check.id) {\n case 'month_end_insights':\n return {\n step: check.id,\n title: check.title,\n subTitle: check.description,\n completionStatus:\n check.progress === 100\n ? toCompletionStatusType('complete')\n : toCompletionStatusType('incomplete'),\n isDisabled:\n auditSummary == null || auditSummary.auditScorePercentage < 75,\n isPrevDisabled: false,\n isNextDisabled: false,\n };\n case 'reconciliation':\n case 'je_schedules':\n case 'missing_receipts':\n case 'flux_analysis':\n case 'transaction_categorization':\n return {\n step: check.id,\n title: check.title,\n subTitle: check.description,\n completionStatus:\n check.progress === 100\n ? toCompletionStatusType('complete')\n : toCompletionStatusType('incomplete'),\n isDisabled: false,\n isPrevDisabled: false,\n isNextDisabled: false,\n };\n }\n });\n\n return steps;\n }\n return [];\n};\n\nexport interface ExpenseAutomationViewSelector extends SelectorView {\n allSteps: ExpenseAutomationStepDetails[];\n completionStatus: CompletionStatusType;\n currentSelectedView: ExpenseAutomationViewType;\n currentSelectedViewBackgroundRefreshFetchState: FetchStateAndError;\n currentSelectedViewFetchState: FetchStateAndError;\n fluxAnalysis: ExpenseAutomationFluxAnalysisViewSelector;\n jeSchedules: ExpenseAutomationJESchedulesViewSelector;\n missingReceipts: ExpenseAutomationMissingReceiptsViewSelector;\n monthEndCloseChecksView: MonthEndCloseChecksView;\n reconciliation: ExpenseAutomationReconciliationViewSelector;\n saveStatus: FetchStateAndError;\n selectedPeriod: MonthYearPeriod;\n selectedTransactionCategorizationTab: TransactionsTab;\n // Each View Selector will be returned\n transactionView: ExpenseAutomationTransactionViewSelector;\n updateStatus: FetchStateAndError;\n auditSummary?: MonthEndAuditSummary;\n monthEndInsights?: CompanyMonthEndReportSelectorView;\n}\n"]}

package/lib/esm/view/expenseAutomationView/selectorTypes/fluxAnalysisViewSelectorTypes.js CHANGED Viewed

	@@ -1 +1,2 @@
1 1	export {};
2	+ //# sourceMappingURL=fluxAnalysisViewSelectorTypes.js.map

package/lib/esm/view/expenseAutomationView/selectorTypes/fluxAnalysisViewSelectorTypes.js.map ADDED Viewed

@@ -0,0 +1 @@

+ {"version":3,"file":"fluxAnalysisViewSelectorTypes.js","sourceRoot":"","sources":["../../../../../src/view/expenseAutomationView/selectorTypes/fluxAnalysisViewSelectorTypes.ts"],"names":[],"mappings":"","sourcesContent":["import {Currency} from '../../../commonStateTypes/amount';\nimport {\n CompletionStatusType,\n FetchStateAndError,\n ID,\n} from '../../../commonStateTypes/common';\nimport {AccountBase} from '../../../entity/account/accountState';\nimport {ClassBase} from '../../../entity/class/classState';\nimport {User} from '../../../entity/user/userState';\nimport {Vendor} from '../../../entity/vendor/vendorState';\nimport {ZeniDate} from '../../../zeniDayJS';\nimport {\n BalancesAndVariance,\n FluxAnalysisReviewStatus,\n FluxAnalysisViewUIState,\n FluxBalancesByMonth,\n} from '../types/fluxAnalysisViewState';\n\nexport interface FluxVendorAccountsAndClassesView {\n accountBase: AccountBase | undefined;\n classBase: ClassBase | undefined;\n currency: Currency;\n varianceAmount: number;\n variancePercentage: number;\n balancesByMonth?: FluxBalancesByMonth;\n}\nexport interface FluxAnalysisOperatingExpenseView extends BalancesAndVariance {\n anomalyReason: string;\n currency: Currency;\n fluxAnalysisEntityId: ID;\n reviewedByUser: User | undefined;\n status: FluxAnalysisReviewStatus;\n vendorAccountsAndClasses: FluxVendorAccountsAndClassesView[];\n}\nexport interface FluxAnalysisVendorView extends BalancesAndVariance {\n anomalyReason: string;\n currency: Currency;\n fluxAnalysisEntityId: ID;\n reviewedByUser: User | undefined;\n status: FluxAnalysisReviewStatus;\n vendor: Vendor;\n vendorAccountsAndClasses: FluxVendorAccountsAndClassesView[];\n}\nexport interface FluxAnalysisViewSectionReport extends BalancesAndVariance {\n fetchStatus: FetchStateAndError;\n sectionId: FluxAnalysisSectionType;\n vendors: FluxAnalysisVendorView[];\n}\nexport type FluxAnalysisSectionType = 'generalExpense' | 'reimbursement';\nexport interface ExpenseAutomationFluxAnalysisViewSelector {\n bulkReviewStatus: FetchStateAndError;\n completionStatus: CompletionStatusType;\n currency: Currency;\n fetchStatus: FetchStateAndError;\n refreshStatus: FetchStateAndError;\n reviewOperatingExpensesIds: ID[];\n sections: Record<FluxAnalysisSectionType, FluxAnalysisViewSectionReport>;\n selectedSectionIds: FluxAnalysisSectionType[];\n totalBalancesAndVariance: BalancesAndVariance | undefined;\n uiState: FluxAnalysisViewUIState;\n lastRefreshSuccessTime?: ZeniDate;\n}\n"]}

package/lib/esm/view/expenseAutomationView/selectorTypes/jeAccountSettingsViewSelectorTypes.js CHANGED Viewed

	@@ -1 +1,2 @@
1 1	export {};
2	+ //# sourceMappingURL=jeAccountSettingsViewSelectorTypes.js.map

package/lib/esm/view/expenseAutomationView/selectorTypes/jeAccountSettingsViewSelectorTypes.js.map ADDED Viewed

@@ -0,0 +1 @@

+ {"version":3,"file":"jeAccountSettingsViewSelectorTypes.js","sourceRoot":"","sources":["../../../../../src/view/expenseAutomationView/selectorTypes/jeAccountSettingsViewSelectorTypes.ts"],"names":[],"mappings":"","sourcesContent":["import {NestedAccountHierarchyForReport} from '../../../commonStateTypes/accountView/nestedAccountID';\nimport {FetchStateAndError} from '../../../commonStateTypes/common';\nimport {Recommendation} from '../../../commonStateTypes/recommendationBase';\nimport {SelectorView} from '../../../commonStateTypes/viewAndReport/viewAndReport';\nimport {AccountBase} from '../../../entity/account/accountState';\nimport {AccountSettingsLocalData} from '../types/jeSchedulesViewState';\n\nexport interface JEAccountSettingsView extends SelectorView {\n accountSettingsLocalData: AccountSettingsLocalData;\n accruedExpensesAccountHierarchy: NestedAccountHierarchyForReport[];\n accruedExpensesAccountList: AccountBase[];\n\n accruedExpensesRecommendations: Recommendation[];\n fixedAssetsAccountHierarchy: NestedAccountHierarchyForReport[];\n fixedAssetsAccountList: AccountBase[];\n\n fixedAssetsRecommendations: Recommendation[];\n prepaidExpensesAccountHierarchy: NestedAccountHierarchyForReport[];\n prepaidExpensesAccountList: AccountBase[];\n\n prepaidExpensesRecommendations: Recommendation[];\n\n saveState: FetchStateAndError;\n}\n"]}

package/lib/esm/view/expenseAutomationView/selectorTypes/jeSchedulesSelectorTypes.js CHANGED Viewed

	@@ -1 +1,2 @@
1 1	export {};
2	+ //# sourceMappingURL=jeSchedulesSelectorTypes.js.map

package/lib/esm/view/expenseAutomationView/selectorTypes/jeSchedulesSelectorTypes.js.map ADDED Viewed

@@ -0,0 +1 @@

+ {"version":3,"file":"jeSchedulesSelectorTypes.js","sourceRoot":"","sources":["../../../../../src/view/expenseAutomationView/selectorTypes/jeSchedulesSelectorTypes.ts"],"names":[],"mappings":"","sourcesContent":["import {NestedAccountHierarchyForReport} from '../../../commonStateTypes/accountView/nestedAccountID';\nimport {NestedClassHierarchyForReport} from '../../../commonStateTypes/classesView/nestedClassID';\nimport {\n CompletionStatusType,\n FetchStateAndError,\n ID,\n} from '../../../commonStateTypes/common';\nimport {SelectorView} from '../../../commonStateTypes/viewAndReport/viewAndReport';\nimport {AccountBase} from '../../../entity/account/accountState';\nimport {ClassBase} from '../../../entity/class/classState';\nimport {JEScheduledTransaction} from '../../../entity/jeSchedules/jeSchedulesSelector';\nimport {JEScheduleTransactionKey} from '../../../entity/jeSchedules/jeSchedulesTypes';\nimport {UncategorizedAccounts} from '../../accountList/accountListSelector';\nimport {JEAccountSettingsView} from '../selectorTypes/jeAccountSettingsViewSelectorTypes';\nimport {JEScheduledTransactionWithFailedEntries} from '../selectors/jeSchedulesViewSelector';\nimport {\n JEScheduleLocalData,\n JESchedulesViewUIState,\n} from '../types/jeSchedulesViewState';\n\nexport interface ExpenseAutomationJESchedulesViewSelector extends SelectorView {\n accountListNestedAccountHierarchy: NestedAccountHierarchyForReport[];\n accountSettingsView: JEAccountSettingsView;\n allAccountList: AccountBase[];\n allClassList: ClassBase[];\n\n allDepreciationAccountList: AccountBase[];\n allDepreciationAccountListNestedAccountHierarchy: NestedAccountHierarchyForReport[];\n\n classListNestedAccountHierarchy: NestedClassHierarchyForReport[];\n completedSchedules: JEScheduledTransaction[];\n completionStatus: CompletionStatusType;\n draftSchedules: JEScheduledTransaction[];\n ignoreStatusById: Record<JEScheduleTransactionKey, FetchStateAndError>;\n jeScheduleLocalDataById: Record<ID, JEScheduleLocalData>;\n ongoingSchedules: JEScheduledTransaction[];\n pendingReviewSchedules: (\n | JEScheduledTransaction\n | JEScheduledTransactionWithFailedEntries\n )[];\n postStatusById: Record<ID, FetchStateAndError>; // posting for Fixing missing details\n refreshStatus: FetchStateAndError;\n resolveSchedules: JEScheduledTransactionWithFailedEntries[];\n uiState: JESchedulesViewUIState;\n uncategorizedAccounts: UncategorizedAccounts;\n}\n"]}

package/lib/esm/view/expenseAutomationView/selectorTypes/missingReceiptsSelectorTypes.js CHANGED Viewed

	@@ -1 +1,2 @@
1 1	export {};
2	+ //# sourceMappingURL=missingReceiptsSelectorTypes.js.map

package/lib/esm/view/expenseAutomationView/selectorTypes/missingReceiptsSelectorTypes.js.map ADDED Viewed

@@ -0,0 +1 @@

+ {"version":3,"file":"missingReceiptsSelectorTypes.js","sourceRoot":"","sources":["../../../../../src/view/expenseAutomationView/selectorTypes/missingReceiptsSelectorTypes.ts"],"names":[],"mappings":"","sourcesContent":["import {\n CompletionStatusType,\n FetchStateAndError,\n ID,\n} from '../../../commonStateTypes/common';\nimport {SortOrder} from '../../../commonStateTypes/selectorTypes/sortOrderTypes';\nimport {SelectorView} from '../../../commonStateTypes/viewAndReport/viewAndReport';\nimport {SupportedTransaction} from '../../../entity/transaction/transactionState';\nimport type {CompletedSubTab} from '../types/completedSubTab';\nimport type {\n BatchFileStatus,\n BatchListItem,\n BatchStatus,\n BulkUploadPhase,\n BulkUploadResultsTab,\n BulkUploadSortKey,\n ManualSearchState,\n MatchSource,\n MissingReceiptsViewUIState,\n} from '../types/missingReceiptsViewState';\n\nexport interface CompletedTransactionsSelectorData {\n fetchState: FetchStateAndError;\n nextPageToken: string | null;\n totalCount: number;\n transactions: SupportedTransaction[];\n}\n\nexport interface ResolvedCandidate {\n matchScore: number;\n transaction: SupportedTransaction;\n}\n\nexport interface ResolvedBatchFile {\n attachmentId: ID;\n batchId: ID;\n fileDownloadUrl: string | null;\n fileId: ID;\n filename: string;\n filePreviewUrl: string | null;\n status: BatchFileStatus;\n candidates?: ResolvedCandidate[];\n matchedTransaction?: SupportedTransaction;\n matchSource?: MatchSource;\n}\n\nexport interface BulkUploadSelectorData {\n batchDetails: ResolvedBatchDetails | undefined;\n batchDetailsPaginationState: FetchStateAndError;\n /**\n * True while a stale-while-revalidate refresh of `batchDetailsById` is in flight (e.g. manual\n * refresh button). UI should keep rendering existing data and show only a lightweight refresh\n * indicator — never the full skeleton.\n */\n batchDetailsRevalidating: boolean;\n batchList: BatchListItem[];\n batchListFetchState: FetchStateAndError;\n batchStatus: BatchStatus | undefined;\n completedSubTab: CompletedSubTab;\n completedTransactions: CompletedTransactionsSelectorData;\n confirmMatchStatus: FetchStateAndError;\n currentResultsTab: BulkUploadResultsTab;\n hasMoreBatchDetails: boolean;\n /**\n * `true` once the first batch-details page has loaded for the current scope (period/tenant).\n * Stays `true` across refreshes — flips back to `false` only on `clearBulkUpload` or on an\n * explicit scope change. Used by the Unmatched tab to gate the initial-load skeleton.\n */\n initialBatchDetailsLoaded: boolean;\n manualSearch: ManualSearchState;\n /** Bumps when manual search state is cleared — remount manual search inputs. */\n manualSearchUiResetKey: number;\n matchedFiles: ResolvedBatchFile[];\n pastBatches: BatchListItem[];\n pastUnmatchedFiles: ResolvedBatchFile[];\n phase: BulkUploadPhase;\n progress: {percentage: number; processed: number; total: number};\n sortKey: BulkUploadSortKey | undefined;\n sortOrder: SortOrder | undefined;\n unmatchedFiles: ResolvedBatchFile[];\n uploadedFileCount: number;\n uploadProgress: number;\n uploadStatus: FetchStateAndError;\n /** True iff `batchDetailsById[currentBatchId]` is populated -- signals post-match data is fresh. */\n currentBatchDetailsFetched?: boolean;\n currentBatchId?: ID;\n}\n\nexport interface ResolvedBatchDetails {\n batchId: ID;\n createdAt: string;\n files: ResolvedBatchFile[];\n status: string;\n summary: {\n failed: number;\n matched: number;\n noMatch: number;\n possibleMatches: number;\n total: number;\n };\n}\n\nexport interface ExpenseAutomationMissingReceiptsViewSelector extends SelectorView {\n bulkUpload: BulkUploadSelectorData;\n completionStatus: CompletionStatusType;\n /** When set, UI should switch bulk-upload sub-tab once (e.g. Unmatched on batch completion). */\n pendingMissingReceiptsTabNavigation: BulkUploadResultsTab | null;\n refreshStatus: FetchStateAndError;\n transactions: SupportedTransaction[];\n uiState: MissingReceiptsViewUIState;\n\n uploadReceiptStatusById: Record<ID, FetchStateAndError>;\n}\n"]}

package/lib/esm/view/expenseAutomationView/selectorTypes/reconciliationViewSelectorTypes.js CHANGED Viewed

@@ -1,3 +1,4 @@
 import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
 export const ALL_ACCOUNT_RECON_SECTION_IDS = ['assets', 'liabilities'];
 export const toAccountReconSectionID = (v) => stringToUnion(v, ALL_ACCOUNT_RECON_SECTION_IDS);
+//# sourceMappingURL=reconciliationViewSelectorTypes.js.map

package/lib/esm/view/expenseAutomationView/selectorTypes/reconciliationViewSelectorTypes.js.map ADDED Viewed

@@ -0,0 +1 @@

+ {"version":3,"file":"reconciliationViewSelectorTypes.js","sourceRoot":"","sources":["../../../../../src/view/expenseAutomationView/selectorTypes/reconciliationViewSelectorTypes.ts"],"names":[],"mappings":"AAQA,OAAO,EAAC,aAAa,EAAC,MAAM,yCAAyC,CAAC;AAgBtE,MAAM,CAAC,MAAM,6BAA6B,GAAG,CAAC,QAAQ,EAAE,aAAa,CAAU,CAAC;AAChF,MAAM,CAAC,MAAM,uBAAuB,GAAG,CAAC,CAAS,EAAE,EAAE,CACnD,aAAa,CAAC,CAAC,EAAE,6BAA6B,CAAC,CAAC","sourcesContent":["import {NestedAccountHierarchyForReport} from '../../../commonStateTypes/accountView/nestedAccountID';\nimport {Amount} from '../../../commonStateTypes/amount';\nimport {NestedClassHierarchyForReport} from '../../../commonStateTypes/classesView/nestedClassID';\nimport {\n CompletionStatusType,\n FetchStateAndError,\n ID,\n} from '../../../commonStateTypes/common';\nimport {stringToUnion} from '../../../commonStateTypes/stringToUnion';\nimport {MonthYearPeriod} from '../../../commonStateTypes/timePeriod';\nimport {AccountBase} from '../../../entity/account/accountState';\nimport {AccountReconciliationEntity} from '../../../entity/accountRecon/accountReconSelector';\nimport {BankStatusCodeType} from '../../../entity/accountRecon/accountReconState';\nimport {ClassBase} from '../../../entity/class/classState';\nimport {Vendor} from '../../../entity/vendor/vendorState';\nimport {PlaidConnectionDetails} from '../../spendManagement/plaidAccount/plaidAccountViewState';\nimport {\n AccountReconciliationLocalData,\n ActionFetchStates,\n ReconListUIState,\n ReconciliationTabsState,\n ReconciliationViewTabType,\n} from '../types/reconciliationViewState';\n\nexport const ALL_ACCOUNT_RECON_SECTION_IDS = ['assets', 'liabilities'] as const;\nexport const toAccountReconSectionID = (v: string) =>\n stringToUnion(v, ALL_ACCOUNT_RECON_SECTION_IDS);\nexport type AccountReconSectionID = ReturnType<typeof toAccountReconSectionID>;\n\nexport interface ExpenseAutomationReconciliationViewSelector {\n accountListNestedAccountHierarchy: NestedAccountHierarchyForReport[];\n accountReconciliationBySectionID: Record<\n AccountReconSectionID,\n AccountReconciliationBySection\n >;\n accountReconciliationsByAccountID: Record<ID, AccountReconciliationByAccount>;\n actionFetchStates: ActionFetchStates;\n allAccountList: AccountBase[];\n allClassList: ClassBase[];\n bankAccounts: AccountBase[];\n classListNestedAccountHierarchy: NestedClassHierarchyForReport[];\n completionStatus: CompletionStatusType;\n creditCards: AccountBase[];\n excludeAccountFetchState: FetchStateAndError;\n excludedAccountIDs: ID[];\n excludedAccountReconciliationByAccountID: Record<\n ID,\n AccountReconciliationByAccount\n >;\n excludedAccountReconciliationBySectionID: Record<\n AccountReconSectionID,\n AccountReconciliationBySection\n >;\n fetchStatus: FetchStateAndError;\n includeAccountFetchState: FetchStateAndError;\n monthYearPeriod: MonthYearPeriod;\n plaidConnectionDetails: PlaidConnectionDetails;\n reconciliationTabsState: ReconciliationTabsState;\n reconListUIState: ReconListUIState;\n refreshStatus: FetchStateAndError;\n reviewTabSelectedVendorByTransactionId: Record<ID, Vendor>;\n selectedTab: ReconciliationViewTabType;\n statementUploadChosen: boolean;\n\n selectedAccountId?: ID;\n selectedDrawerAccountId?: ID;\n\n selectedReconAccount?: AccountReconciliationByAccount;\n}\n\nexport interface AccountReconciliationBySection {\n accountIDs: ID[];\n sectionId: AccountReconSectionID;\n totalBankBalance?: Amount;\n totalClearedBalance?: Amount;\n totalReconciledBalance?: Amount;\n totalVariance?: Amount;\n totalVariancePercentage?: number;\n}\n\nexport interface AccountReconciliationByAccount {\n accountConnectionStatus: BankStatusCodeType;\n accountReconEntity: AccountReconciliationEntity;\n connectionInProgress: boolean;\n localData: AccountReconciliationLocalData;\n refreshStatus: FetchStateAndError;\n statementDeleteStatus: FetchStateAndError;\n statementParseInProgress: boolean;\n statementUpdateStatus: FetchStateAndError;\n statementUploadStatus: FetchStateAndError;\n transactionFetchState: FetchStateAndError;\n accountDetectionReason?: string;\n paymentAccountId?: ID;\n}\n"]}

package/lib/esm/view/expenseAutomationView/selectorTypes/transactionsViewSelectorTypes.js CHANGED Viewed

	@@ -1 +1,2 @@
1 1	export {};
2	+ //# sourceMappingURL=transactionsViewSelectorTypes.js.map

package/lib/esm/view/expenseAutomationView/selectorTypes/transactionsViewSelectorTypes.js.map ADDED Viewed

@@ -0,0 +1 @@

+ {"version":3,"file":"transactionsViewSelectorTypes.js","sourceRoot":"","sources":["../../../../../src/view/expenseAutomationView/selectorTypes/transactionsViewSelectorTypes.ts"],"names":[],"mappings":"","sourcesContent":["import {NestedAccountHierarchyForReport} from '../../../commonStateTypes/accountView/nestedAccountID';\nimport {NestedClassHierarchyForReport} from '../../../commonStateTypes/classesView/nestedClassID';\nimport {\n CompletionStatusType,\n FetchState,\n FetchStateAndError,\n ID,\n} from '../../../commonStateTypes/common';\nimport {SelectorView} from '../../../commonStateTypes/viewAndReport/viewAndReport';\nimport {AccountBase} from '../../../entity/account/accountState';\nimport {ClassBase} from '../../../entity/class/classState';\nimport {SupportedTransactionWithCOT} from '../../../entity/transaction/transactionState';\nimport {UncategorizedAccounts} from '../../accountList/accountListSelector';\nimport {ProjectListSelectorView} from '../../projectList/projectListSelector';\nimport {CompletedSubTab} from '../types/completedSubTab';\nimport {\n TransactionReviewLocalData,\n TransactionsTab,\n TransactionsViewUIState,\n} from '../types/transactionsViewState';\n\nexport interface TransactionReviewLocalDataSelectorView {\n transactionId: ID;\n transactionReviewLocalData: TransactionReviewLocalData;\n}\nexport interface ExpenseAutomationTransactionViewSelector extends SelectorView {\n accountList: AccountBase[];\n accountsHierarchyList: NestedAccountHierarchyForReport[];\n classHierarchyList: NestedClassHierarchyForReport[];\n classList: ClassBase[];\n completionStatus: CompletionStatusType;\n createTransferEntryStatus: FetchState;\n creditCardTransferAccountsList: AccountBase[];\n fetchStateByTransactionTabs: Record<TransactionsTab, FetchStateAndError>;\n // True when any visible transaction line on the active tab is currently\n // refetching category/class recommendations because the user changed\n // the payee/customer. Drives the page-level Save disable and feeds the\n // per-row checkbox-disable decision via\n // {@link inFlightCategoryClassRecommendationsByTransactionId}.\n hasInFlightCategoryClassRecommendations: boolean;\n // Per-transaction \"any line is In-Progress\" map, used by the row table\n // to decide checkbox-disable without re-iterating the line items in\n // each row component. Empty when no fetches are in flight.\n inFlightCategoryClassRecommendationsByTransactionId: Record<ID, boolean>;\n isAccountingProjectsEnabled: boolean;\n markAsNotMiscategorizedStatus: FetchStateAndError;\n /**\n * Parent tab badge counts, sourced from the listing response's\n * `parent_tab_total_count`. Used exclusively to drive the navbar / tab\n * strip badge labels — every other count consumer (pagination, in-list\n * \"showing X of Y\", save flows) keeps reading {@link totalCountByTab}.\n */\n parentTabTotalCountByTab: Record<TransactionsTab, number>;\n projectList: ProjectListSelectorView;\n refreshStatus: FetchStateAndError;\n saveStatus: FetchStateAndError;\n selectedCheckBoxTransactionIds: ID[];\n selectedTransactionCategorizationCompletedSubTab: CompletedSubTab;\n /**\n * Per-(sub-)tab counts mirroring `total_count` from the listing response.\n * Powers pagination via `InfiniteLoader.itemCount`, in-list count copy,\n * and the `resetTransactionCategorizationLocalData` round-trip.\n */\n totalCountByTab: Record<TransactionsTab, number>;\n transactionIdsWithUnsavedData: ID[];\n transactionLocalData: TransactionReviewLocalDataSelectorView[];\n transactions: SupportedTransactionWithCOT[];\n transferAccounts: AccountBase[];\n uiState: TransactionsViewUIState;\n uncategorizedAccounts: UncategorizedAccounts;\n uploadReceiptStatusById: Record<ID, FetchStateAndError>;\n selectedTransactionId?: ID;\n selectedTransactionLineId?: ID;\n}\n"]}

package/lib/esm/view/expenseAutomationView/selectors/fluxAnalysisViewSelector.js CHANGED Viewed

@@ -148,3 +148,4 @@ const mapOperatingExpenseToVendorView = (state, operatingExpense) => {
         vendorAccountsAndClasses,
     };
 };
+//# sourceMappingURL=fluxAnalysisViewSelector.js.map

package/lib/esm/view/expenseAutomationView/selectors/fluxAnalysisViewSelector.js.map ADDED Viewed

@@ -0,0 +1 @@

+ 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{FetchStateAndError, ID} from '../../../commonStateTypes/common';\nimport {reduceAnyFetchState} from '../../../commonStateTypes/reduceFetchState';\nimport {toMonthYearPeriodId} from '../../../commonStateTypes/timePeriod';\nimport {getAccountBase} from '../../../entity/account/accountSelector';\nimport {getClassById} from '../../../entity/class/classSelector';\nimport {getCurrentTenant} from '../../../entity/tenant/tenantSelector';\nimport {getUserByUserId} from '../../../entity/user/userSelector';\nimport {getVendorByVendorId} from '../../../entity/vendor/vendorSelector';\nimport {RootState} from '../../../reducer';\nimport {getAllSteps} from '../selectorTypes/expenseAutomationViewSelectorTypes';\nimport {\n ExpenseAutomationFluxAnalysisViewSelector,\n FluxAnalysisSectionType,\n FluxAnalysisVendorView,\n FluxAnalysisViewSectionReport,\n} from '../selectorTypes/fluxAnalysisViewSelectorTypes';\nimport {FluxAnalysisOperatingExpense} from '../types/fluxAnalysisViewState';\n\nexport function getExpenseAutomationFluxAnalysisView(\n state: RootState\n): ExpenseAutomationFluxAnalysisViewSelector {\n const {\n expenseAutomationFluxAnalysisViewState,\n monthEndCloseChecksState,\n monthEndCloseChecksViewState,\n } = state;\n const {\n fetchState,\n error,\n refreshStatus,\n uiState,\n reviewOperatingExpenseIdsByPeriod,\n selectedSectionIdsByPeriod,\n groupsBySelectedPeriod,\n fluxAnalysisEntities,\n bulkReviewStatus,\n currency,\n totalBalancesAndVariance,\n } = expenseAutomationFluxAnalysisViewState;\n\n const fetchStateAndError: FetchStateAndError = {\n fetchState,\n error,\n };\n const currentTenant = getCurrentTenant(state);\n const {selectedPeriodByTenantId} = state.expenseAutomationViewState;\n const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];\n const monthYearPeriodId =\n selectedPeriod != null ? toMonthYearPeriodId(selectedPeriod) : null;\n const reviewOperatingExpensesIds =\n selectedPeriod != null &&\n reviewOperatingExpenseIdsByPeriod[toMonthYearPeriodId(selectedPeriod)] !=\n null\n ? reviewOperatingExpenseIdsByPeriod[toMonthYearPeriodId(selectedPeriod)]\n : [];\n const selectedSectionIds =\n selectedPeriod != null\n ? (selectedSectionIdsByPeriod[toMonthYearPeriodId(selectedPeriod)] ?? [])\n : [];\n const generalExpenseState =\n selectedPeriod != null\n ? groupsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]\n ?.generalExpense\n : undefined;\n const reimbursementOpExState =\n selectedPeriod != null\n ? groupsBySelectedPeriod[toMonthYearPeriodId(selectedPeriod)]\n ?.reimbursement\n : undefined;\n\n const generalExpenseIdsForCurrentPeriod =\n monthYearPeriodId != null && generalExpenseState != null\n ? generalExpenseState.operatingExpenseIds\n : [];\n const reimbursementIdsForCurrentPeriod =\n monthYearPeriodId != null && reimbursementOpExState != null\n ? reimbursementOpExState.operatingExpenseIds\n : [];\n\n const generalExpenses: FluxAnalysisOperatingExpense[] = [];\n const reimbursements: FluxAnalysisOperatingExpense[] = [];\n const expenseMap = new Map(\n fluxAnalysisEntities.operatingExpenses.map((e) => [\n e.fluxAnalysisEntityId,\n e,\n ])\n );\n\n generalExpenseIdsForCurrentPeriod.forEach((opExId: ID) => {\n const fluxEntity = expenseMap.get(opExId);\n if (fluxEntity != null) {\n generalExpenses.push(fluxEntity);\n }\n });\n reimbursementIdsForCurrentPeriod.forEach((opExId: ID) => {\n const fluxEntity = fluxAnalysisEntities.operatingExpenses.find(\n (fluxEntity) => fluxEntity.fluxAnalysisEntityId === opExId\n );\n if (fluxEntity != null) {\n reimbursements.push(fluxEntity);\n }\n });\n\n const allSteps =\n monthYearPeriodId != null\n ? getAllSteps(\n monthEndCloseChecksState,\n monthYearPeriodId,\n currentTenant.tenantId\n )\n : [];\n\n const fluxCompletionStatus = allSteps.find(\n (step) => step.step === 'flux_analysis'\n )?.completionStatus;\n\n // Get general expense vendors using map and filter\n const generalExpenseVendors = generalExpenses\n .map((operatingExpense) =>\n mapOperatingExpenseToVendorView(state, operatingExpense)\n )\n .filter(\n (vendorView): vendorView is FluxAnalysisVendorView => vendorView !== null\n );\n\n // Get reimbursement vendors using map and filter\n const reimbursementVendors = reimbursements\n .map((operatingExpense) =>\n mapOperatingExpenseToVendorView(state, operatingExpense)\n )\n .filter(\n (vendorView): vendorView is FluxAnalysisVendorView => vendorView !== null\n );\n const sections: Record<\n FluxAnalysisSectionType,\n FluxAnalysisViewSectionReport\n > = {\n generalExpense: {\n sectionId: 'generalExpense',\n vendors: generalExpenseVendors,\n fetchStatus: generalExpenseState?.fetchStatus ?? {\n fetchState: 'Not-Started',\n },\n balancesByMonth: generalExpenseState?.total?.balancesByMonth,\n varianceAmount: generalExpenseState?.total?.varianceAmount ?? 0,\n variancePercentage: generalExpenseState?.total?.variancePercentage ?? 0,\n },\n reimbursement: {\n sectionId: 'reimbursement',\n vendors: reimbursementVendors,\n fetchStatus: reimbursementOpExState?.fetchStatus ?? {\n fetchState: 'Not-Started',\n },\n balancesByMonth: reimbursementOpExState?.total?.balancesByMonth,\n varianceAmount: reimbursementOpExState?.total?.varianceAmount ?? 0,\n variancePercentage:\n reimbursementOpExState?.total?.variancePercentage ?? 0,\n },\n };\n const completionStatus =\n fluxCompletionStatus != null ? fluxCompletionStatus : 'incomplete';\n\n const monthEndFetchState: FetchStateAndError =\n monthYearPeriodId != null\n ? (monthEndCloseChecksViewState.monthEndCloseChecksViewByTenantId[\n currentTenant.tenantId\n ]?.[monthYearPeriodId] ?? {fetchState: 'Not-Started', error: undefined})\n : {fetchState: 'Not-Started', error: undefined};\n\n const reducedFetchStatus = reduceAnyFetchState([\n fetchStateAndError,\n monthEndFetchState,\n ]);\n\n return {\n sections,\n totalBalancesAndVariance,\n fetchStatus: reducedFetchStatus,\n bulkReviewStatus,\n reviewOperatingExpensesIds,\n selectedSectionIds,\n uiState,\n refreshStatus,\n currency,\n completionStatus,\n };\n}\n// Helper function to transform operating expense to vendor view\nconst mapOperatingExpenseToVendorView = (\n state: RootState,\n operatingExpense: FluxAnalysisOperatingExpense\n): FluxAnalysisVendorView | null => {\n const vendor = getVendorByVendorId(\n state.vendorState,\n operatingExpense.vendorId\n );\n if (!vendor) {\n return null;\n }\n\n const vendorAccountsAndClasses =\n operatingExpense.vendorAccountsAndClasses.map((accAndClass) => ({\n varianceAmount: accAndClass.varianceAmount,\n variancePercentage: accAndClass.variancePercentage,\n currency: operatingExpense.currency,\n accountBase:\n accAndClass.accountId != null\n ? getAccountBase(\n state.accountState,\n accAndClass.accountId,\n 'account_list'\n )\n : undefined,\n classBase:\n accAndClass.classId != null\n ? getClassById(state.classState, {\n classId: accAndClass.classId,\n reportId: 'class_list',\n })\n : undefined,\n balancesByMonth: accAndClass.balancesByMonth,\n }));\n\n return {\n fluxAnalysisEntityId: operatingExpense.fluxAnalysisEntityId,\n vendor,\n reviewedByUser:\n operatingExpense.userId != null\n ? getUserByUserId(state.userState, operatingExpense.userId)\n : undefined,\n varianceAmount: operatingExpense.varianceAmount,\n variancePercentage: operatingExpense.variancePercentage,\n currency: operatingExpense.currency,\n anomalyReason: operatingExpense.anomalyReason,\n status: operatingExpense.status,\n balancesByMonth: operatingExpense.balancesByMonth,\n vendorAccountsAndClasses,\n };\n};\n"]}

package/lib/esm/view/expenseAutomationView/selectors/jeAccountSettingsViewSelector.js CHANGED Viewed

@@ -36,3 +36,4 @@ const buildAccountList = (accountIdList, accountState) => {
     });
     return accountList;
 };
+//# sourceMappingURL=jeAccountSettingsViewSelector.js.map

package/lib/esm/view/expenseAutomationView/selectors/jeAccountSettingsViewSelector.js.map ADDED Viewed

@@ -0,0 +1 @@

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package/lib/esm/view/expenseAutomationView/selectors/jeSchedulesViewSelector.js CHANGED Viewed

@@ -169,3 +169,4 @@ export function getExpenseAutomationJESchedulesView(state) {
         completionStatus,
     };
 }
+//# sourceMappingURL=jeSchedulesViewSelector.js.map

package/lib/esm/view/expenseAutomationView/selectors/jeSchedulesViewSelector.js.map ADDED Viewed

@@ -0,0 +1 @@

+ 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omit from 'lodash/omit';\nimport orderBy from 'lodash/orderBy';\n\nimport {FetchStateAndError, ID} from '../../../commonStateTypes/common';\nimport {reduceAnyFetchState} from '../../../commonStateTypes/reduceFetchState';\nimport {\n LAST_SCHEDULE_DAY_OF_MONTH,\n toMonthYearPeriodId,\n} from '../../../commonStateTypes/timePeriod';\nimport {getAccountIdsForTypes} from '../../../entity/account/accountSelector';\nimport {AccountType} from '../../../entity/account/accountState';\nimport {ClassBase} from '../../../entity/class/classState';\nimport {\n JEScheduledTransaction,\n ScheduledJournalEntry,\n getJEScheduledTransactionByJEScheduleTransactionKey,\n} from '../../../entity/jeSchedules/jeSchedulesSelector';\nimport {getCurrentTenant} from '../../../entity/tenant/tenantSelector';\nimport {RootState} from '../../../reducer';\nimport {\n getAccountIdsForLabel,\n getAccountList,\n getNestedAccountListHierarchy,\n getUncategorizedAccounts,\n} from '../../accountList/accountListSelector';\nimport {\n getClassList,\n getNestedClassListHierarchy,\n} from '../../classList/classListSelector';\nimport {getAccountsTypesForScheduleDetails} from '../../scheduleView/scheduleDetailView/scheduleDetailLocalDataHelper';\nimport {filterNestedAccountHierarchyById} from '../../scheduleView/scheduleDetailView/scheduleDetailSelector';\nimport {\n getAccountLabelForScheduleType,\n getAccountsTypesForScheduleList,\n} from '../../scheduleView/scheduleListView/scheduleListHelper';\nimport {getAllSteps} from '../selectorTypes/expenseAutomationViewSelectorTypes';\nimport {ExpenseAutomationJESchedulesViewSelector} from '../selectorTypes/jeSchedulesSelectorTypes';\nimport {JEScheduleSortKey} from '../types/jeSchedulesViewState';\nimport {getJEAccountSettingsView} from './jeAccountSettingsViewSelector';\n\nfunction getJEScheduleSortAccessor(\n sortKey: JEScheduleSortKey\n): (\n schedule: JEScheduledTransaction | JEScheduledTransactionWithFailedEntries\n) => string | number | null | undefined {\n switch (sortKey) {\n case 'vendor':\n return (s) => s.vendor.name?.toLowerCase();\n case 'category':\n return (s) => s.jeDebit.account?.accountName?.toLowerCase();\n case 'class':\n return (s) => s.jeDebit.accountingClass?.className?.toLowerCase();\n case 'depCategory':\n return (s) => s.jeCredit.account?.accountName?.toLowerCase();\n case 'scheduleCategory':\n return (s) => s.baseTransaction.account?.accountName?.toLowerCase();\n case 'startMonth':\n return (s) => s.startDate?.valueOf();\n case 'type':\n return (s) => s.jeScheduleType;\n case 'amortizationPeriod':\n return (s) => s.period;\n case 'jePostingDate':\n return (s) =>\n s.lastDayOfMonth === true\n ? LAST_SCHEDULE_DAY_OF_MONTH\n : (s.dayOfPostingDate ?? null);\n case 'remainingMonths':\n return (s) => {\n const total = s.period ?? 0;\n const posted = Array.isArray(s.scheduledJournalEntry)\n ? s.scheduledJournalEntry.length\n : 0;\n return total - posted;\n };\n case 'runningBalance':\n return (s) => {\n const sje = s.scheduledJournalEntry;\n if (sje != null && !Array.isArray(sje)) {\n return sje.runningBalance?.amount ?? null;\n }\n return s.balanceAsOfToday?.amount ?? null;\n };\n case 'totalAmount':\n return (s) => s.baseTransaction.amount.amount;\n case 'transactionDate':\n return (s) => s.baseTransaction.date.valueOf();\n case 'memo':\n return (s) => s.baseTransaction.memo?.toLowerCase();\n default:\n return (s) => s.startDate?.valueOf();\n }\n}\n\nfunction sortJEScheduledTransactions<\n T extends JEScheduledTransaction | JEScheduledTransactionWithFailedEntries,\n>(\n transactions: T[],\n sortKey: JEScheduleSortKey,\n sortOrder: 'ascending' | 'descending'\n): T[] {\n const accessor = getJEScheduleSortAccessor(sortKey);\n return orderBy(\n transactions,\n [accessor],\n [sortOrder === 'ascending' ? 'asc' : 'desc']\n );\n}\n\nexport function getExpenseAutomationJESchedulesView(\n state: RootState\n): ExpenseAutomationJESchedulesViewSelector {\n const jeScheduledTransaction: JEScheduledTransaction[] = [];\n const failedJeScheduledTransaction: JEScheduledTransaction[] = [];\n\n const {\n accountState,\n accountListState,\n classState,\n classListState,\n expenseAutomationJESchedulesViewState,\n expenseAutomationViewState,\n monthEndCloseChecksState,\n monthEndCloseChecksViewState,\n } = state;\n\n const {\n jeScheduleTransactionKeysByPeriod,\n failedJeScheduleTransactionKeysByPeriod,\n jeScheduleLocalDataById,\n postStatusById,\n ignoreStatusById,\n uiState,\n error,\n fetchState,\n refreshStatus,\n } = expenseAutomationJESchedulesViewState;\n\n const accountSettingsView = getJEAccountSettingsView(state);\n const currentTenant = getCurrentTenant(state);\n const {selectedPeriodByTenantId} = expenseAutomationViewState;\n const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];\n\n const accountTypes = getAccountsTypesForScheduleList('prepaid_expenses');\n const uncategorizedAccounts = getUncategorizedAccounts(\n accountState,\n accountListState,\n accountTypes.accountListKey\n );\n\n const scheduleDetailAccountTypes: AccountType[] =\n getAccountsTypesForScheduleDetails('prepaid_expenses');\n\n const scheduleDetailAccountIds: ID[] = getAccountIdsForTypes(\n accountState,\n scheduleDetailAccountTypes\n );\n\n const allAccountList = getAccountList(\n accountState,\n accountListState,\n 'schedulesAccountList'\n );\n\n const filteredAccounts = allAccountList.accounts.filter((account) =>\n scheduleDetailAccountIds.includes(account.accountId)\n );\n\n const depreciationCategoryIds: ID[] = getAccountIdsForTypes(\n accountState,\n ['fixed_assets', 'other_assets'] // This will always be for fixed assets list\n );\n const accountLabel = getAccountLabelForScheduleType('fixed_assets');\n\n const fixedAssetLabelAccountIds =\n accountLabel != null\n ? getAccountIdsForLabel(\n accountListState,\n accountTypes.accountListKey,\n accountLabel\n )\n : [];\n\n const filteredDepAccounts = allAccountList.accounts.filter(\n (account) =>\n depreciationCategoryIds.includes(account.accountId) &&\n !fixedAssetLabelAccountIds.includes(account.accountId)\n );\n\n const allClassList = getClassList(classState, classListState);\n\n const allClasses = allClassList.classes.map((classData: ClassBase) => {\n return omit(classData, ['accountIds', 'key']) as ClassBase;\n });\n\n const accountListNestedAccountHierarchy = getNestedAccountListHierarchy(\n accountListState,\n accountTypes.accountListKey\n ).filter(\n (account) =>\n account.accountId[0] != null &&\n scheduleDetailAccountIds.includes(account.accountId[0])\n );\n\n const depAccountListNestedAccountHierarchy = getNestedAccountListHierarchy(\n accountListState,\n accountTypes.accountListKey\n );\n\n const filteredDepAccountListNestedAccountHierarchy =\n filterNestedAccountHierarchyById(\n depAccountListNestedAccountHierarchy,\n filteredDepAccounts.map((account) => account.accountId)\n );\n\n const classListNestedAccountHierarchy =\n getNestedClassListHierarchy(classListState);\n const monthYearPeriodId =\n selectedPeriod != null ? toMonthYearPeriodId(selectedPeriod) : null;\n\n const jeScheduleTransactionKeysForSelectedPeriod =\n monthYearPeriodId != null\n ? jeScheduleTransactionKeysByPeriod[monthYearPeriodId]\n : null;\n\n const failedJeScheduleTransactionKeysForSelectedPeriod =\n monthYearPeriodId != null\n ? failedJeScheduleTransactionKeysByPeriod[monthYearPeriodId]\n : null;\n\n const jeScheduleTransactionKeys =\n jeScheduleTransactionKeysForSelectedPeriod ?? [];\n\n const failedJeScheduleTransactionKeys =\n failedJeScheduleTransactionKeysForSelectedPeriod ?? [];\n\n jeScheduleTransactionKeys.forEach((jeScheduleKey) => {\n const jeScheduleDetails =\n getJEScheduledTransactionByJEScheduleTransactionKey(jeScheduleKey, state);\n jeScheduledTransaction.push(jeScheduleDetails);\n });\n\n failedJeScheduleTransactionKeys.forEach((jeScheduleKey) => {\n const jeScheduleDetails =\n getJEScheduledTransactionByJEScheduleTransactionKey(jeScheduleKey, state);\n failedJeScheduledTransaction.push(jeScheduleDetails);\n });\n\n const {sortKey, sortOrder} = uiState;\n\n const draftSchedules = sortJEScheduledTransactions(\n jeScheduledTransaction.filter(\n (schedule) => schedule.status.code === 'draft'\n ),\n sortKey,\n sortOrder\n );\n\n const ongoingSchedules = sortJEScheduledTransactions(\n jeScheduledTransaction.filter(\n (schedule) => schedule.status.code === 'ongoing'\n ),\n sortKey,\n sortOrder\n );\n\n const completedSchedules = sortJEScheduledTransactions(\n jeScheduledTransaction.filter(\n (schedule) =>\n schedule.status.code === 'completed' ||\n schedule.status.code === 'marked_as_completed'\n ),\n sortKey,\n sortOrder\n );\n\n const unsortedResolveSchedules: JEScheduledTransactionWithFailedEntries[] =\n [];\n failedJeScheduledTransaction.forEach((schedule) => {\n schedule.scheduledJournalEntry.forEach((journalEntry) => {\n unsortedResolveSchedules.push({\n ...schedule,\n scheduledJournalEntry: journalEntry,\n });\n });\n });\n const resolveSchedules = sortJEScheduledTransactions(\n unsortedResolveSchedules,\n sortKey,\n sortOrder\n );\n\n const validResolveForPending = unsortedResolveSchedules.filter(\n (r) =>\n jeScheduleLocalDataById[\n r.scheduledJournalEntry.scheduledJournalEntryID\n ] != null\n );\n\n const pendingReviewSchedules: (\n | JEScheduledTransaction\n | JEScheduledTransactionWithFailedEntries\n )[] = sortJEScheduledTransactions(\n [\n ...jeScheduledTransaction.filter(\n (schedule) => schedule.status.code === 'draft'\n ),\n ...validResolveForPending,\n ],\n sortKey,\n sortOrder\n );\n\n const allSteps =\n monthYearPeriodId != null\n ? getAllSteps(\n monthEndCloseChecksState,\n monthYearPeriodId,\n currentTenant.tenantId\n )\n : [];\n\n const jeCompletionStatus = allSteps.find(\n (step) => step.step === 'je_schedules'\n )?.completionStatus;\n\n const completionStatus =\n jeCompletionStatus != null ? jeCompletionStatus : 'incomplete';\n\n const monthEndFetchState: FetchStateAndError =\n monthYearPeriodId != null\n ? (monthEndCloseChecksViewState.monthEndCloseChecksViewByTenantId[\n currentTenant.tenantId\n ]?.[monthYearPeriodId] ?? {fetchState: 'Not-Started', error: undefined})\n : {fetchState: 'Not-Started', error: undefined};\n\n const reducedFetchStatus = reduceAnyFetchState([\n {fetchState, error},\n monthEndFetchState,\n ]);\n\n return {\n uncategorizedAccounts,\n allDepreciationAccountList: filteredDepAccounts,\n allDepreciationAccountListNestedAccountHierarchy:\n filteredDepAccountListNestedAccountHierarchy,\n classListNestedAccountHierarchy,\n allAccountList: filteredAccounts,\n accountListNestedAccountHierarchy,\n allClassList: allClasses,\n completedSchedules,\n draftSchedules,\n ongoingSchedules,\n pendingReviewSchedules,\n resolveSchedules: resolveSchedules,\n accountSettingsView,\n postStatusById: postStatusById,\n ignoreStatusById: ignoreStatusById,\n fetchState: reducedFetchStatus.fetchState,\n jeScheduleLocalDataById: jeScheduleLocalDataById,\n uiState: uiState,\n error: reducedFetchStatus.error,\n refreshStatus,\n completionStatus,\n };\n}\n\nexport interface JEScheduledTransactionWithFailedEntries extends Omit<\n JEScheduledTransaction,\n 'scheduledJournalEntry'\n> {\n scheduledJournalEntry: ScheduledJournalEntry;\n}\n"]}

package/lib/esm/view/expenseAutomationView/selectors/missingReceiptsSelector.js CHANGED Viewed

@@ -314,3 +314,4 @@ function resolveBatchFile(file, batchId, transactionState) {
         matchSource: file.matchSource,
     };
 }
+//# sourceMappingURL=missingReceiptsSelector.js.map

package/lib/esm/view/expenseAutomationView/selectors/missingReceiptsSelector.js.map ADDED Viewed

@@ -0,0 +1 @@

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orderBy from 'lodash/orderBy';\n\nimport type {FetchStateAndError, ID} from '../../../commonStateTypes/common';\nimport {reduceAnyFetchState} from '../../../commonStateTypes/reduceFetchState';\nimport {toMonthYearPeriodId} from '../../../commonStateTypes/timePeriod';\nimport {getCurrentTenant} from '../../../entity/tenant/tenantSelector';\nimport {TransactionWithAccountAndClassLine} from '../../../entity/transaction/stateTypes/transactionLine';\nimport {\n getSupportedTransactionById,\n getSupportedTransactionsByIds,\n} from '../../../entity/transaction/transactionSelector';\nimport {TransactionState} from '../../../entity/transaction/transactionState';\nimport {RootState} from '../../../reducer';\nimport {isBatchListStatusCompleted} from '../payload/missingReceiptsPayload';\nimport {getCompletedTransactionsCacheKey} from '../reducers/missingReceiptsViewReducer';\nimport {getAllSteps} from '../selectorTypes/expenseAutomationViewSelectorTypes';\nimport type {\n ExpenseAutomationMissingReceiptsViewSelector,\n ResolvedBatchFile,\n} from '../selectorTypes/missingReceiptsSelectorTypes';\nimport {\n type BatchDetails,\n type BatchFile,\n type BatchListItem,\n isUnmatchedTabFileStatus,\n} from '../types/missingReceiptsViewState';\n\nexport function getExpenseAutomationMissingReceiptsView(\n state: RootState\n): ExpenseAutomationMissingReceiptsViewSelector {\n const {\n expenseAutomationMissingReceiptsViewState,\n expenseAutomationViewState,\n transactionState,\n monthEndCloseChecksState,\n monthEndCloseChecksViewState,\n } = state;\n const currentTenant = getCurrentTenant(state);\n const {selectedPeriodByTenantId} = expenseAutomationViewState;\n const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];\n\n const {\n uploadReceiptStatusById,\n fetchState,\n error,\n uiState,\n refreshStatus,\n transactionIdsBySelectedPeriod,\n } = expenseAutomationMissingReceiptsViewState;\n\n const monthYearPeriodId =\n selectedPeriod != null ? toMonthYearPeriodId(selectedPeriod) : null;\n\n const transactionIdsForSelectedPeriod =\n monthYearPeriodId != null\n ? transactionIdsBySelectedPeriod[monthYearPeriodId]\n : null;\n\n const transactionIds = transactionIdsForSelectedPeriod ?? [];\n\n const transactions = getSupportedTransactionsByIds(\n transactionState,\n transactionIds\n );\n\n const sortedTransactions = orderBy(\n transactions,\n (transaction) => {\n switch (uiState.sortKey) {\n case 'date':\n return transaction.date.valueOf();\n case 'amount':\n return transaction.amount.amount;\n case 'category':\n return transaction.lines != null &&\n transaction.lines.length > 0 &&\n (transaction.lines[0] as TransactionWithAccountAndClassLine)\n ?.account != null\n ? (\n transaction.lines[0] as TransactionWithAccountAndClassLine\n ).account.accountName.toLowerCase()\n : null;\n case 'class':\n return transaction.lines != null &&\n transaction.lines.length > 0 &&\n (transaction.lines[0] as TransactionWithAccountAndClassLine)\n ?.class != null\n ? (\n transaction.lines[0] as TransactionWithAccountAndClassLine\n ).class?.className.toLowerCase()\n : null;\n case 'vendor':\n default:\n return (\n transaction.vendorName ?? transaction.description\n ).toLowerCase();\n }\n },\n uiState.sortOrder === 'ascending' ? 'asc' : 'desc'\n );\n\n const allSteps =\n monthYearPeriodId != null\n ? getAllSteps(\n monthEndCloseChecksState,\n monthYearPeriodId,\n currentTenant.tenantId\n )\n : [];\n\n const missingReceiptsCompletionStatus = allSteps.find(\n (step) => step.step === 'missing_receipts'\n )?.completionStatus;\n\n const completionStatus =\n missingReceiptsCompletionStatus != null\n ? missingReceiptsCompletionStatus\n : 'incomplete';\n\n const {bulkUpload, pendingMissingReceiptsTabNavigation} =\n expenseAutomationMissingReceiptsViewState;\n\n const currentBatchStatus =\n bulkUpload.currentBatchId != null\n ? bulkUpload.batchStatusById[bulkUpload.currentBatchId]\n : undefined;\n\n const batchList =\n monthYearPeriodId != null\n ? (bulkUpload.batchListByPeriod[monthYearPeriodId] ?? [])\n : [];\n\n /**\n * Primary \"Unmatched\" batch = first completed batch in platform list order, preferring the\n * first batch that still has possible_matches/no_match work when any completed batch has such work.\n * Batches without details yet: wait if the list row still reports unmatched work; otherwise skip\n * so we do not block the whole tab while other rows are not fetched yet.\n */\n const primaryBatchIdFromDetailsOrder = getPrimaryBatchIdFromBatchListOrder(\n batchList,\n bulkUpload.batchDetailsById,\n bulkUpload.failedBatchDetailIds\n );\n\n /**\n * During upload/matching, prefer `currentBatchId` only when its batch details are loaded,\n * completed, and still have unmatched-tab work. Otherwise keep `primaryBatchIdFromDetailsOrder`.\n *\n * If we pinned to `currentBatchId` as soon as it was absent from the batch list (in-flight\n * upload), details are often not loaded yet — `unmatchedFiles` would empty while older batches\n * moved to \"past\", so the primary \"Unmatched Receipts\" section vanished during auto-matching.\n */\n const unmatchedSectionBatchId = (() => {\n const phase = bulkUpload.phase;\n if (phase !== 'matching' && phase !== 'uploading') {\n return primaryBatchIdFromDetailsOrder;\n }\n const currentId = bulkUpload.currentBatchId;\n if (currentId == null) {\n return primaryBatchIdFromDetailsOrder;\n }\n const currentDetails = bulkUpload.batchDetailsById[currentId];\n if (\n currentDetails != null &&\n currentDetails.status === 'completed' &&\n batchDetailsHasUnmatchedWork(currentDetails)\n ) {\n return currentId;\n }\n return primaryBatchIdFromDetailsOrder;\n })();\n\n const completedBatchesInApiOrder = batchList.filter((batchListItem) =>\n isBatchListStatusCompleted(batchListItem.status)\n );\n\n const currentBatchDetails =\n unmatchedSectionBatchId != null\n ? bulkUpload.batchDetailsById[unmatchedSectionBatchId]\n : undefined;\n\n const resolvedFiles = currentBatchDetails?.files.map((file) =>\n resolveBatchFile(file, currentBatchDetails.batchId, transactionState)\n );\n\n const failedIds = new Set(bulkUpload.failedBatchDetailIds);\n const hasMoreBatchDetails = completedBatchesInApiOrder.some(\n (batchListItem) =>\n bulkUpload.batchDetailsById[batchListItem.batchId] == null &&\n !failedIds.has(batchListItem.batchId)\n );\n\n const getSortValue = (file: ResolvedBatchFile) => {\n const matchedTransaction = file.matchedTransaction;\n if (matchedTransaction == null) {\n return null;\n }\n switch (bulkUpload.sortKey) {\n case 'vendor':\n return (\n (\n matchedTransaction.vendorName ?? matchedTransaction.description\n )?.toLowerCase() ?? null\n );\n case 'category': {\n const line = matchedTransaction.lines?.[0] as\n | TransactionWithAccountAndClassLine\n | undefined;\n return line?.account?.accountName?.toLowerCase() ?? null;\n }\n case 'class': {\n const line = matchedTransaction.lines?.[0] as\n | TransactionWithAccountAndClassLine\n | undefined;\n return line?.class?.className?.toLowerCase() ?? null;\n }\n case 'date':\n return matchedTransaction.date.valueOf();\n case 'amount':\n return matchedTransaction.amount.amount;\n default:\n return null;\n }\n };\n\n const bulkUploadSortDirection =\n bulkUpload.sortOrder === 'ascending' ? 'asc' : 'desc';\n\n const matchedFiles = orderBy(\n resolvedFiles?.filter(\n (resolvedFile) => resolvedFile.status === 'exact_match'\n ) ?? [],\n getSortValue,\n bulkUploadSortDirection\n );\n\n const unmatchedFiles = orderBy(\n resolvedFiles?.filter((resolvedFile) =>\n isUnmatchedTabFileStatus(resolvedFile.status)\n ) ?? [],\n getSortValue,\n bulkUploadSortDirection\n );\n\n const progress =\n currentBatchStatus != null\n ? {\n ...currentBatchStatus.progress,\n percentage:\n currentBatchStatus.progress.total > 0\n ? Math.round(\n (currentBatchStatus.progress.processed /\n currentBatchStatus.progress.total) *\n 100\n )\n : 0,\n }\n : {total: 0, processed: 0, percentage: 0};\n\n const batchListFetchState = bulkUpload.batchListFetchState;\n /**\n * When primary batch is not resolved yet, still aggregate unmatched files from every batch\n * that has details loaded (otherwise past is empty and receipts vanish from the UI).\n */\n const pastBatches =\n unmatchedSectionBatchId != null\n ? batchList.filter(\n (batchListItem) => batchListItem.batchId !== unmatchedSectionBatchId\n )\n : batchList;\n\n const pastUnmatchedFiles: ResolvedBatchFile[] = pastBatches.flatMap(\n (pastBatch) => {\n const details = bulkUpload.batchDetailsById[pastBatch.batchId];\n if (details == null) {\n return [];\n }\n return details.files\n .filter((batchFile) => isUnmatchedTabFileStatus(batchFile.status))\n .map((batchFile) =>\n resolveBatchFile(batchFile, pastBatch.batchId, transactionState)\n );\n }\n );\n\n const completedTransactionsCacheKey =\n monthYearPeriodId != null\n ? getCompletedTransactionsCacheKey(\n monthYearPeriodId,\n bulkUpload.sortKey,\n bulkUpload.sortOrder,\n bulkUpload.completedSubTab\n )\n : undefined;\n const completedTransactionsForPeriod =\n completedTransactionsCacheKey != null\n ? bulkUpload.completedTransactionsByPeriod[completedTransactionsCacheKey]\n : undefined;\n const completedTransactionIds =\n completedTransactionsForPeriod?.transactionIds ?? [];\n const resolvedCompletedTransactions = getSupportedTransactionsByIds(\n transactionState,\n completedTransactionIds\n );\n\n const resolvedBatchDetails =\n currentBatchDetails != null && resolvedFiles != null\n ? {\n batchId: currentBatchDetails.batchId,\n createdAt: currentBatchDetails.createdAt,\n files: resolvedFiles,\n status: currentBatchDetails.status,\n summary: currentBatchDetails.summary,\n }\n : undefined;\n\n const manualSearchResults = bulkUpload.manualSearch.results.map((result) => {\n const transaction = getSupportedTransactionById(\n transactionState,\n result.transactionId\n );\n return {\n ...result,\n vendorLogo: result.vendorLogo ?? transaction?.logo?.href,\n };\n });\n\n const monthEndFetchState: FetchStateAndError =\n monthYearPeriodId != null\n ? (monthEndCloseChecksViewState.monthEndCloseChecksViewByTenantId[\n currentTenant.tenantId\n ]?.[monthYearPeriodId] ?? {fetchState: 'Not-Started', error: undefined})\n : {fetchState: 'Not-Started', error: undefined};\n\n const reducedFetchStatus = reduceAnyFetchState([\n {fetchState, error},\n monthEndFetchState,\n ]);\n\n return {\n fetchState: reducedFetchStatus.fetchState,\n error: reducedFetchStatus.error,\n uploadReceiptStatusById,\n uiState,\n refreshStatus,\n transactions: sortedTransactions,\n completionStatus,\n pendingMissingReceiptsTabNavigation:\n pendingMissingReceiptsTabNavigation ?? null,\n bulkUpload: {\n phase: bulkUpload.phase,\n uploadStatus: bulkUpload.uploadStatus,\n batchStatus: currentBatchStatus,\n batchDetails: resolvedBatchDetails,\n completedSubTab: bulkUpload.completedSubTab,\n currentBatchId: bulkUpload.currentBatchId,\n currentBatchDetailsFetched:\n bulkUpload.currentBatchId != null &&\n bulkUpload.batchDetailsById[bulkUpload.currentBatchId] != null,\n completedTransactions: {\n fetchState: completedTransactionsForPeriod?.fetchState ?? {\n fetchState: 'Not-Started',\n error: undefined,\n },\n nextPageToken: completedTransactionsForPeriod?.nextPageToken ?? null,\n totalCount: completedTransactionsForPeriod?.totalCount ?? 0,\n transactions: resolvedCompletedTransactions,\n },\n matchedFiles,\n unmatchedFiles,\n progress,\n currentResultsTab: bulkUpload.currentResultsTab,\n sortKey: bulkUpload.sortKey,\n sortOrder: bulkUpload.sortOrder,\n batchList,\n batchListFetchState,\n pastBatches,\n pastUnmatchedFiles,\n confirmMatchStatus: bulkUpload.confirmMatchStatus,\n manualSearchUiResetKey: bulkUpload.manualSearchUiResetKey,\n hasMoreBatchDetails,\n batchDetailsPaginationState: bulkUpload.batchDetailsPaginationState,\n batchDetailsRevalidating: bulkUpload.batchDetailsRevalidating,\n initialBatchDetailsLoaded: bulkUpload.initialBatchDetailsLoaded,\n manualSearch: {\n ...bulkUpload.manualSearch,\n results: manualSearchResults,\n },\n uploadedFileCount: bulkUpload.uploadedFileCount,\n uploadProgress: bulkUpload.uploadProgress,\n },\n };\n}\n\nfunction batchDetailsHasUnmatchedWork(details: BatchDetails): boolean {\n return details.files.some((file) => isUnmatchedTabFileStatus(file.status));\n}\n\n/** List row summary before batch details load — aligns with unmatched / possible-match work. */\nfunction batchListItemHasUnmatchedWork(batch: BatchListItem): boolean {\n return batch.noMatchCount > 0 || batch.possibleMatchesCount > 0;\n}\n\n/**\n * `batchList` must match platform order (same sequence as the bulk-upload batches API). Picks the\n * primary batch for the top \"Unmatched\" section. Skips failed detail fetches.\n *\n * If details are not loaded for an earlier list row but that row reports no unmatched work, we\n * skip it so later rows with loaded details can be primary (avoids an empty tab when the first\n * fetch page only loaded later batches). If the list reports unmatched work but details are still\n * loading, we wait (undefined) so primary order stays correct once details arrive.\n */\nfunction getPrimaryBatchIdFromBatchListOrder(\n batchListInPlatformOrder: BatchListItem[],\n batchDetailsById: Record<ID, BatchDetails>,\n failedBatchDetailIds: ID[]\n): ID | undefined {\n const failedIds = new Set(failedBatchDetailIds);\n\n const anyCompletedBatchHasUnmatchedWork = batchListInPlatformOrder.some(\n (batch) => {\n if (failedIds.has(batch.batchId)) {\n return false;\n }\n const details = batchDetailsById[batch.batchId];\n if (\n details != null &&\n details.status === 'completed' &&\n batchDetailsHasUnmatchedWork(details)\n ) {\n return true;\n }\n return details == null && batchListItemHasUnmatchedWork(batch);\n }\n );\n\n for (const batch of batchListInPlatformOrder) {\n if (failedIds.has(batch.batchId)) {\n continue;\n }\n const details = batchDetailsById[batch.batchId];\n if (details == null) {\n if (batchListItemHasUnmatchedWork(batch)) {\n return undefined;\n }\n continue;\n }\n if (details.status !== 'completed') {\n continue;\n }\n if (anyCompletedBatchHasUnmatchedWork) {\n if (batchDetailsHasUnmatchedWork(details)) {\n return batch.batchId;\n }\n continue;\n }\n return batch.batchId;\n }\n return undefined;\n}\n\nfunction resolveBatchFile(\n file: BatchFile,\n batchId: string,\n transactionState: TransactionState\n): ResolvedBatchFile {\n const matchedTransaction =\n file.matchedTransactionId != null\n ? getSupportedTransactionById(transactionState, file.matchedTransactionId)\n : undefined;\n\n const candidates = file.candidates\n ?.map((ref) => {\n const transaction = getSupportedTransactionById(\n transactionState,\n ref.transactionId\n );\n return transaction != null\n ? {transaction, matchScore: ref.matchScore}\n : undefined;\n })\n .filter(\n (candidate): candidate is NonNullable<typeof candidate> =>\n candidate != null\n );\n\n return {\n attachmentId: file.attachmentId,\n batchId,\n fileDownloadUrl: file.fileDownloadUrl,\n fileId: file.fileId,\n filename: file.filename,\n filePreviewUrl: file.filePreviewUrl,\n status: file.status,\n matchedTransaction,\n candidates:\n candidates != null && candidates.length > 0 ? candidates : undefined,\n matchSource: file.matchSource,\n };\n}\n"]}

package/lib/esm/view/expenseAutomationView/selectors/reconciliationViewSelector.js CHANGED Viewed

@@ -474,3 +474,4 @@ function sortReviewTabTransactions(transactions, uiState) {
         }
     }, sortOrder === 'ascending' ? 'asc' : 'desc');
 }
+//# sourceMappingURL=reconciliationViewSelector.js.map