@zeniai/client-epic-state 5.1.18-betaDI1 → 5.1.18-betaDI3

package/lib/esm/view/expenseAutomationView/expenseAutomationViewState.js

@@ -0,0 +1,11 @@
+import { stringToUnion } from '../../commonStateTypes/stringToUnion';
+export const EXPENSE_AUTOMATION_VIEW_TYPES = [
+    'transaction_categorization',
+    'je_schedules',
+    'reconciliation',
+    'missing_receipts',
+    'flux_analysis',
+    'month_end_insights',
+];
+export const toExpenseAutomationViewType = (v) => stringToUnion(v, EXPENSE_AUTOMATION_VIEW_TYPES);
+//# sourceMappingURL=expenseAutomationViewState.js.map

package/lib/esm/view/expenseAutomationView/expenseAutomationViewState.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"expenseAutomationViewState.js","sourceRoot":"","sources":["../../../../src/view/expenseAutomationView/expenseAutomationViewState.ts"],"names":[],"mappings":"AAKA,OAAO,EAAC,aAAa,EAAC,MAAM,sCAAsC,CAAC;AAGnE,MAAM,CAAC,MAAM,6BAA6B,GAAG;IAC3C,4BAA4B;IAC5B,cAAc;IACd,gBAAgB;IAChB,kBAAkB;IAClB,eAAe;IACf,oBAAoB;CACZ,CAAC;AAEX,MAAM,CAAC,MAAM,2BAA2B,GAAG,CAAC,CAAS,EAAE,EAAE,CACvD,aAAa,CAAC,CAAC,EAAE,6BAA6B,CAAC,CAAC","sourcesContent":["import {\n  FetchStateAndError,\n  FetchedState,\n  ID,\n} from '../../commonStateTypes/common';\nimport {stringToUnion} from '../../commonStateTypes/stringToUnion';\nimport {MonthYearPeriod} from '../../commonStateTypes/timePeriod';\n\nexport const EXPENSE_AUTOMATION_VIEW_TYPES = [\n  'transaction_categorization',\n  'je_schedules',\n  'reconciliation',\n  'missing_receipts',\n  'flux_analysis',\n  'month_end_insights',\n] as const;\n\nexport const toExpenseAutomationViewType = (v: string) =>\n  stringToUnion(v, EXPENSE_AUTOMATION_VIEW_TYPES);\n\nexport type ExpenseAutomationViewType = ReturnType<\n  typeof toExpenseAutomationViewType\n>;\n\nexport interface ExpenseAutomationViewState extends FetchedState {\n  currentSelectedView: ExpenseAutomationViewType;\n  saveStatus: FetchStateAndError; // Remove if not required\n\n  selectedPeriodByTenantId: Record<ID, MonthYearPeriod>;\n\n  updateStatus: FetchStateAndError; // Remove if not required\n}\n"]}

package/lib/esm/view/expenseAutomationView/helpers/bulkUploadTiming.js

@@ -0,0 +1,17 @@
+/**
+ * After upload API success, hold the bar at 100% this long before transitioning to matching,
+ * so the fill animation can complete without an abrupt swap to the auto-matching banner.
+ */
+export const BULK_UPLOAD_BAR_COMPLETE_HOLD_MS = 400;
+/**
+ * Max wall-clock wait for Pusher + batch-details resolution after upload. If exceeded, we stop
+ * fallback polling, clear the automatching banner (`phase` → completed), and refresh batch list.
+ */
+export const BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS = 300000;
+/**
+ * Rolling window (in days) for the bulk-upload batch list API. Period-agnostic — the batch list
+ * ignores the accounting month picker. Shared between the regular batch-list fetch and the
+ * restore-on-mount hydration so both flows always query the same window.
+ */
+export const BULK_UPLOAD_BATCH_LIST_DATE_RANGE_DAYS = 30;
+//# sourceMappingURL=bulkUploadTiming.js.map

package/lib/esm/view/expenseAutomationView/helpers/bulkUploadTiming.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"bulkUploadTiming.js","sourceRoot":"","sources":["../../../../../src/view/expenseAutomationView/helpers/bulkUploadTiming.ts"],"names":[],"mappings":"AAAA;;;GAGG;AACH,MAAM,CAAC,MAAM,gCAAgC,GAAG,GAAG,CAAC;AAEpD;;;GAGG;AACH,MAAM,CAAC,MAAM,mCAAmC,GAAG,MAAO,CAAC;AAE3D;;;;GAIG;AACH,MAAM,CAAC,MAAM,sCAAsC,GAAG,EAAE,CAAC","sourcesContent":["/**\n * After upload API success, hold the bar at 100% this long before transitioning to matching,\n * so the fill animation can complete without an abrupt swap to the auto-matching banner.\n */\nexport const BULK_UPLOAD_BAR_COMPLETE_HOLD_MS = 400;\n\n/**\n * Max wall-clock wait for Pusher + batch-details resolution after upload. If exceeded, we stop\n * fallback polling, clear the automatching banner (`phase` → completed), and refresh batch list.\n */\nexport const BULK_UPLOAD_AUTOMATCHING_TIMEOUT_MS = 300_000;\n\n/**\n * Rolling window (in days) for the bulk-upload batch list API. Period-agnostic — the batch list\n * ignores the accounting month picker. Shared between the regular batch-list fetch and the\n * restore-on-mount hydration so both flows always query the same window.\n */\nexport const BULK_UPLOAD_BATCH_LIST_DATE_RANGE_DAYS = 30;\n"]}

package/lib/esm/view/expenseAutomationView/helpers/helpers.js

@@ -0,0 +1,64 @@
+import { date as zeniDate } from '../../../zeniDayJS';
+export const TRANSACTION_COUNT_VARIABLE_NAME = '_transactions_count_';
+export const TRANSACTION_CATEGORIZED_COUNT_VARIABLE_NAME = '_categorized_count_';
+export const TRANSACTION_UPDATED_COUNT_VARIABLE_NAME = '_updated_count_';
+export const TRANSACTION_FAILED_COUNT_VARIABLE_NAME = '_failed_count_';
+export const toBalancesByMonthFromPayload = (month1, month2, currency) => {
+    return {
+        month1: {
+            balance: {
+                amount: month1.amount?.value ?? 0,
+                currencyCode: currency.currency_code,
+                currencySymbol: currency.currency_symbol,
+            },
+            startDate: zeniDate(month1.start_date),
+            endDate: zeniDate(month1.end_date),
+            id: month1.id,
+            label: month1.label,
+            balanceTimeFrame: 'month', // setting it to 'month' as this report is always going to be for a month,
+            type: 'default',
+        },
+        month2: {
+            balance: {
+                amount: month2.amount?.value ?? 0,
+                currencyCode: currency.currency_code,
+                currencySymbol: currency.currency_symbol,
+            },
+            startDate: zeniDate(month2.start_date),
+            endDate: zeniDate(month2.end_date),
+            id: month2.id,
+            label: month2.label,
+            type: 'default',
+            balanceTimeFrame: 'month', // setting it to 'month' as this report is always going to be for a month,
+        },
+    };
+};
+export const toVendorFluxAnalysisSortKeyPayload = (sortKey) => {
+    switch (sortKey) {
+        case 'vendor':
+            return 'vendor_name';
+        case 'status':
+            return 'is_reviewed';
+        case 'variance':
+            return 'variance_amount';
+    }
+};
+export const toVendorFluxAnalysisReviewActionPayload = (actionType) => {
+    switch (actionType) {
+        case 'review':
+            return 'mark_as_reviewed';
+        case 'unreview':
+            return 'mark_as_un_reviewed';
+    }
+};
+export const toVendorFluxAnalysisStatusFromPayload = (status) => {
+    switch (status) {
+        case 'pending_review':
+            return 'Pending Review';
+        case 'reviewed':
+            return 'Reviewed';
+        default:
+            return 'Pending Review';
+    }
+};
+//# sourceMappingURL=helpers.js.map

package/lib/esm/view/expenseAutomationView/helpers/helpers.js.map

@@ -0,0 +1 @@
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package/lib/esm/view/expenseAutomationView/helpers/jeAccountSettingHelper.js

@@ -0,0 +1,47 @@
+const ACCOUNT_LABELS = {
+    PREPAID_EXPENSES: 'prepaid_expenses',
+    FIXED_ASSETS: 'fixed_assets',
+    ACCRUED_EXPENSES: 'accrued_expenses',
+};
+export const toSaveJeAccountSettingsMappingPayload = (accountingLocalData) => {
+    const accounts = [];
+    const findAndUpdateAccount = (accountId, label) => {
+        const existingAccount = accounts.find((account) => account.account_id === accountId);
+        if (existingAccount) {
+            // Add label if not already present
+            if (label !== '' &&
+                existingAccount.labels &&
+                !existingAccount.labels.includes(label)) {
+                existingAccount.labels = [...existingAccount.labels, label];
+            }
+        }
+        else {
+            // Add a new account if it doesn't exist
+            if (accountId !== '') {
+                accounts.push({
+                    account_id: accountId,
+                    labels: label.length === 0 ? [] : [label],
+                    tax_1099_config: null,
+                });
+            }
+        }
+    };
+    const processAccountType = (selectedAccountIds, previousAccounts, label) => {
+        if (selectedAccountIds.length > 0) {
+            selectedAccountIds.forEach((accountId) => {
+                findAndUpdateAccount(accountId, label);
+            });
+        }
+        else if (previousAccounts.length > 0) {
+            // Using empty string to preserve account without adding any new labels
+            previousAccounts.forEach((account) => {
+                findAndUpdateAccount(account.accountId, '');
+            });
+        }
+    };
+    processAccountType(accountingLocalData.selectedPrepaidExpensesAccountIds, accountingLocalData.previousPrepaidExpensesAccount, ACCOUNT_LABELS.PREPAID_EXPENSES);
+    processAccountType(accountingLocalData.selectedFixedAssetsAccountIds, accountingLocalData.previousFixedAssetsAccount, ACCOUNT_LABELS.FIXED_ASSETS);
+    processAccountType(accountingLocalData.selectedAccruedExpensesAccountIds, accountingLocalData.previousAccruedExpensesAccount, ACCOUNT_LABELS.ACCRUED_EXPENSES);
+    return accounts;
+};
+//# sourceMappingURL=jeAccountSettingHelper.js.map

package/lib/esm/view/expenseAutomationView/helpers/jeAccountSettingHelper.js.map

@@ -0,0 +1 @@
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package/lib/esm/view/expenseAutomationView/helpers/reconciliationHelpers.js

@@ -0,0 +1,36 @@
+export const getAllReviewTransactionsFromReconcilePayload = (reconcilePayload) => {
+    const transactionsPerRecon = reconcilePayload.map((reconcile) => {
+        const allReconciledTransactions = [];
+        const currencyPayload = reconcile.currency;
+        reconcile.transactions.reconcile.forEach((reconciledTransaction) => {
+            allReconciledTransactions.push(reconciledTransaction);
+        });
+        return {
+            allReconciledTransactions,
+            currencyPayload,
+        };
+    });
+    return transactionsPerRecon;
+};
+export const isReviewTransactionBillPaymentType = (transaction) => {
+    return transaction.recommendedAction.action === 'record_bill_payment';
+};
+export const isReviewTransactionExpenseType = (transaction) => {
+    return transaction.recommendedAction.action === 'record_expense';
+};
+export const isReviewTransactionDepositType = (transaction) => {
+    return transaction.recommendedAction.action === 'record_deposit';
+};
+export const isReviewTransactionBankTransferType = (transaction, accountType) => {
+    return (transaction.recommendedAction.action === 'record_transfer' ||
+        (transaction.recommendedAction.action === 'record_cc_payment' &&
+            accountType === 'credit_card'));
+};
+export const isReviewTransactionCreditCardPaymentType = (transaction, accountType) => {
+    return (transaction.recommendedAction.action === 'record_cc_payment' &&
+        accountType !== 'credit_card');
+};
+export const isReviewTransactionCreditCardCreditType = (transaction) => {
+    return transaction.recommendedAction.action === 'record_cc_credit';
+};
+//# sourceMappingURL=reconciliationHelpers.js.map

package/lib/esm/view/expenseAutomationView/helpers/reconciliationHelpers.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"reconciliationHelpers.js","sourceRoot":"","sources":["../../../../../src/view/expenseAutomationView/helpers/reconciliationHelpers.ts"],"names":[],"mappings":"AAMA,MAAM,CAAC,MAAM,4CAA4C,GAAG,CAC1D,gBAA6C,EAC7C,EAAE;IACF,MAAM,oBAAoB,GAGpB,gBAAgB,CAAC,GAAG,CAAC,CAAC,SAAS,EAAE,EAAE;QACvC,MAAM,yBAAyB,GAAgC,EAAE,CAAC;QAClE,MAAM,eAAe,GAAG,SAAS,CAAC,QAAQ,CAAC;QAC3C,SAAS,CAAC,YAAY,CAAC,SAAS,CAAC,OAAO,CAAC,CAAC,qBAAqB,EAAE,EAAE;YACjE,yBAAyB,CAAC,IAAI,CAAC,qBAAqB,CAAC,CAAC;QACxD,CAAC,CAAC,CAAC;QACH,OAAO;YACL,yBAAyB;YACzB,eAAe;SAChB,CAAC;IACJ,CAAC,CAAC,CAAC;IAEH,OAAO,oBAAoB,CAAC;AAC9B,CAAC,CAAC;AAEF,MAAM,CAAC,MAAM,kCAAkC,GAAG,CAChD,WAAiC,EACxB,EAAE;IACX,OAAO,WAAW,CAAC,iBAAiB,CAAC,MAAM,KAAK,qBAAqB,CAAC;AACxE,CAAC,CAAC;AAEF,MAAM,CAAC,MAAM,8BAA8B,GAAG,CAC5C,WAAiC,EACxB,EAAE;IACX,OAAO,WAAW,CAAC,iBAAiB,CAAC,MAAM,KAAK,gBAAgB,CAAC;AACnE,CAAC,CAAC;AAEF,MAAM,CAAC,MAAM,8BAA8B,GAAG,CAC5C,WAAiC,EACxB,EAAE;IACX,OAAO,WAAW,CAAC,iBAAiB,CAAC,MAAM,KAAK,gBAAgB,CAAC;AACnE,CAAC,CAAC;AAEF,MAAM,CAAC,MAAM,mCAAmC,GAAG,CACjD,WAAiC,EACjC,WAAwB,EACf,EAAE;IACX,OAAO,CACL,WAAW,CAAC,iBAAiB,CAAC,MAAM,KAAK,iBAAiB;QAC1D,CAAC,WAAW,CAAC,iBAAiB,CAAC,MAAM,KAAK,mBAAmB;YAC3D,WAAW,KAAK,aAAa,CAAC,CACjC,CAAC;AACJ,CAAC,CAAC;AAEF,MAAM,CAAC,MAAM,wCAAwC,GAAG,CACtD,WAAiC,EACjC,WAAwB,EACf,EAAE;IACX,OAAO,CACL,WAAW,CAAC,iBAAiB,CAAC,MAAM,KAAK,mBAAmB;QAC5D,WAAW,KAAK,aAAa,CAC9B,CAAC;AACJ,CAAC,CAAC;AAEF,MAAM,CAAC,MAAM,uCAAuC,GAAG,CACrD,WAAiC,EACxB,EAAE;IACX,OAAO,WAAW,CAAC,iBAAiB,CAAC,MAAM,KAAK,kBAAkB,CAAC;AACrE,CAAC,CAAC","sourcesContent":["import {CurrencyPayload} from '../../../commonPayloadTypes/v2/viewAndReportPayloadv2';\nimport {AccountType} from '../../../entity/account/accountState';\nimport {ReconciliationDataPayload} from '../../../entity/accountRecon/accountReconPayload';\nimport {TransactionsToReview} from '../../../entity/accountRecon/accountReconState';\nimport {MatchedTransactionPayload} from '../../../entity/transaction/payloadTypes/reconciliationTransactionPayloads';\n\nexport const getAllReviewTransactionsFromReconcilePayload = (\n  reconcilePayload: ReconciliationDataPayload[]\n) => {\n  const transactionsPerRecon: {\n    allReconciledTransactions: MatchedTransactionPayload[];\n    currencyPayload: CurrencyPayload;\n  }[] = reconcilePayload.map((reconcile) => {\n    const allReconciledTransactions: MatchedTransactionPayload[] = [];\n    const currencyPayload = reconcile.currency;\n    reconcile.transactions.reconcile.forEach((reconciledTransaction) => {\n      allReconciledTransactions.push(reconciledTransaction);\n    });\n    return {\n      allReconciledTransactions,\n      currencyPayload,\n    };\n  });\n\n  return transactionsPerRecon;\n};\n\nexport const isReviewTransactionBillPaymentType = (\n  transaction: TransactionsToReview\n): boolean => {\n  return transaction.recommendedAction.action === 'record_bill_payment';\n};\n\nexport const isReviewTransactionExpenseType = (\n  transaction: TransactionsToReview\n): boolean => {\n  return transaction.recommendedAction.action === 'record_expense';\n};\n\nexport const isReviewTransactionDepositType = (\n  transaction: TransactionsToReview\n): boolean => {\n  return transaction.recommendedAction.action === 'record_deposit';\n};\n\nexport const isReviewTransactionBankTransferType = (\n  transaction: TransactionsToReview,\n  accountType: AccountType\n): boolean => {\n  return (\n    transaction.recommendedAction.action === 'record_transfer' ||\n    (transaction.recommendedAction.action === 'record_cc_payment' &&\n      accountType === 'credit_card')\n  );\n};\n\nexport const isReviewTransactionCreditCardPaymentType = (\n  transaction: TransactionsToReview,\n  accountType: AccountType\n): boolean => {\n  return (\n    transaction.recommendedAction.action === 'record_cc_payment' &&\n    accountType !== 'credit_card'\n  );\n};\n\nexport const isReviewTransactionCreditCardCreditType = (\n  transaction: TransactionsToReview\n): boolean => {\n  return transaction.recommendedAction.action === 'record_cc_credit';\n};\n"]}

package/lib/esm/view/expenseAutomationView/helpers/rollingCalendarDateRangeInclusive.js

@@ -0,0 +1,14 @@
+import { DEFAULT_DATE_FORMAT } from '../../../commonStateTypes/fiscalYearHelpers/formatZeniDateFY';
+import { dateNow } from '../../../zeniDayJS';
+/**
+ * Local calendar dates from (end − (days − 1)) through end, inclusive.
+ */
+export function rollingCalendarDateRangeInclusive(days) {
+    const end = dateNow().startOf('day');
+    const start = end.subtract(days - 1, 'day');
+    return {
+        end: end.format(DEFAULT_DATE_FORMAT),
+        start: start.format(DEFAULT_DATE_FORMAT),
+    };
+}
+//# sourceMappingURL=rollingCalendarDateRangeInclusive.js.map

package/lib/esm/view/expenseAutomationView/helpers/rollingCalendarDateRangeInclusive.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"rollingCalendarDateRangeInclusive.js","sourceRoot":"","sources":["../../../../../src/view/expenseAutomationView/helpers/rollingCalendarDateRangeInclusive.ts"],"names":[],"mappings":"AAAA,OAAO,EAAC,mBAAmB,EAAC,MAAM,8DAA8D,CAAC;AACjG,OAAO,EAAC,OAAO,EAAC,MAAM,oBAAoB,CAAC;AAE3C;;GAEG;AACH,MAAM,UAAU,iCAAiC,CAAC,IAAY;IAI5D,MAAM,GAAG,GAAG,OAAO,EAAE,CAAC,OAAO,CAAC,KAAK,CAAC,CAAC;IACrC,MAAM,KAAK,GAAG,GAAG,CAAC,QAAQ,CAAC,IAAI,GAAG,CAAC,EAAE,KAAK,CAAC,CAAC;IAC5C,OAAO;QACL,GAAG,EAAE,GAAG,CAAC,MAAM,CAAC,mBAAmB,CAAC;QACpC,KAAK,EAAE,KAAK,CAAC,MAAM,CAAC,mBAAmB,CAAC;KACzC,CAAC;AACJ,CAAC","sourcesContent":["import {DEFAULT_DATE_FORMAT} from '../../../commonStateTypes/fiscalYearHelpers/formatZeniDateFY';\nimport {dateNow} from '../../../zeniDayJS';\n\n/**\n * Local calendar dates from (end − (days − 1)) through end, inclusive.\n */\nexport function rollingCalendarDateRangeInclusive(days: number): {\n  end: string;\n  start: string;\n} {\n  const end = dateNow().startOf('day');\n  const start = end.subtract(days - 1, 'day');\n  return {\n    end: end.format(DEFAULT_DATE_FORMAT),\n    start: start.format(DEFAULT_DATE_FORMAT),\n  };\n}\n"]}

package/lib/esm/view/expenseAutomationView/helpers/saveTransactionHelper.js

@@ -0,0 +1,179 @@
+import { isVendorTransaction, isVendorTransactionWithCustomer, } from '../../../entity/transaction/stateTypes/vendorTransaction';
+import { convertCOTRecommendationsToRegular } from '../../../entity/transaction/transactionHelper';
+import { getEntityRecommendationKey, } from '../../recommendation/recommendationState';
+import { isTransactionMiscategorized, isTransactionUncategorized, toRecommendedAccountBase, toRecommendedClassBase, } from '../../transactionDetail/epics/saveTransactionHelper';
+/**
+ *
+ * @param transactionCategorizationLocalData
+ */
+export const toTransactionUpdatesFromTransactionCategorizationLocalData = (transactionCategorizationLocalData, transaction, uncategorizedIncomeExpense) => {
+    const updates = {
+        updatesByLineId: {},
+    };
+    const updatesByLineId = {};
+    const entityUpdates = {};
+    const isTransactionMisCategorized = isTransactionMiscategorized(transaction, true);
+    const isTransactionUnCategorized = isTransactionUncategorized(transaction, uncategorizedIncomeExpense);
+    updates.memo = transactionCategorizationLocalData.memo;
+    const currentSelectedEntity = transactionCategorizationLocalData.selectedEntity;
+    if (isVendorTransaction(transaction) === true &&
+        currentSelectedEntity != null &&
+        currentSelectedEntity.type === 'vendor') {
+        updates.vendorId = currentSelectedEntity.qboId;
+    }
+    if (isVendorTransactionWithCustomer(transaction) === true &&
+        currentSelectedEntity != null &&
+        currentSelectedEntity.type === 'customer') {
+        updates.customerId = currentSelectedEntity.qboId;
+    }
+    let lastUpdatedCategory;
+    let lastUpdatedClass;
+    transaction.lines?.forEach((line) => {
+        if ((line.type === 'transaction_with_account_and_class_line' ||
+            line.type === 'transaction_with_product_or_service_line' ||
+            line.type === 'journal_entry_transaction_line') &&
+            line.id in transactionCategorizationLocalData.lineItemById) {
+            const currentSelectedEntityLine = transactionCategorizationLocalData.lineItemById[line.id]
+                .selectedEntityLine;
+            const entityDetails = getEntityDetails(currentSelectedEntity, transactionCategorizationLocalData.lineItemById[line.id], transactionCategorizationLocalData.vendorUpdates, transactionCategorizationLocalData.customerUpdates, currentSelectedEntityLine);
+            const lineItem = transactionCategorizationLocalData.lineItemById[line.id];
+            updatesByLineId[line.id] = {
+                lineDescription: lineItem.lineDescription,
+                class: lineItem.class,
+                account: lineItem.account,
+                project: lineItem.project,
+                recommendation: convertCOTRecommendationsToRegular(lineItem.recommendationsWithCOT),
+            };
+            if (line.type === 'journal_entry_transaction_line' ||
+                line.platformLineDetailType === 'deposit_line_detail') {
+                updatesByLineId[line.id] = {
+                    ...updatesByLineId[line.id],
+                    vendor: currentSelectedEntityLine != null &&
+                        currentSelectedEntityLine.type === 'vendor'
+                        ? lineItem.vendor
+                        : undefined,
+                    customer: currentSelectedEntityLine != null &&
+                        currentSelectedEntityLine.type === 'customer'
+                        ? lineItem.customer
+                        : undefined,
+                };
+            }
+            let hasCategoryChanged = false;
+            let hasClassChanged = false;
+            const accountLine = line;
+            hasCategoryChanged =
+                lineItem.account?.qboId !== accountLine.account.qboId &&
+                    Boolean(lineItem.account?.qboId);
+            hasClassChanged =
+                (lineItem.class?.qboId != null || accountLine.class?.qboId != null) &&
+                    lineItem.class?.qboId !== accountLine.class?.qboId;
+            const recommendedAccountBase = toRecommendedAccountBase(lineItem.amount.amount, lineItem.account);
+            const recommendedClassBase = toRecommendedClassBase(lineItem.amount.amount, lineItem.class);
+            if (entityDetails != null &&
+                (hasCategoryChanged === true || hasClassChanged === true)) {
+                lastUpdatedCategory =
+                    hasCategoryChanged === true ? recommendedAccountBase : undefined;
+                lastUpdatedClass =
+                    hasClassChanged === true ? recommendedClassBase : undefined;
+                // Category might have been recommended one, and class may not have been updated and was undefined
+                // in this case check for each
+                const recommended = {
+                    account: lastUpdatedCategory,
+                    class: lastUpdatedClass,
+                };
+                if (recommended.class != null || recommended.account != null) {
+                    const entityId = entityDetails.entityId;
+                    doUpdateEntityUpdates(entityUpdates, entityId, entityDetails.entityType, recommended, false, undefined, entityDetails.entityName);
+                }
+            }
+        }
+        else {
+            updatesByLineId[line.id] = line;
+        }
+    });
+    updates.updatesByLineId = updatesByLineId;
+    return {
+        transactionId: transaction.id,
+        updates,
+        entityRelatedUpdates: entityUpdates,
+        /*Note: We need to call `mark-miscategorized-as-correct` api only when any of the line item is miscategorized
+        and all the line items are NOT uncategorized*/
+        markAsMiscatUpdates: isTransactionMisCategorized === true &&
+            isTransactionUnCategorized === false,
+        anyBulkUpdates: false,
+    };
+};
+const doUpdateEntityUpdates = (entityUpdates, entityId, entityType, recommendation, isBulkUpdate = false, updatedEntityId, entityName) => {
+    // see if this entity is already being updated
+    const entityKey = getEntityRecommendationKey(entityType, entityId);
+    const entityUpdate = entityUpdates[entityKey];
+    const commonUpdate = {
+        recommendations: recommendation,
+        entityId: entityId === entityName ? null : entityId,
+        ...(entityType === 'vendor' && entityName != null
+            ? { vendorName: entityName }
+            : {}),
+    };
+    if (entityUpdate == null) {
+        entityUpdates[entityKey] = {
+            entityType,
+            isBulkUpdate,
+            updatedEntityId,
+            ...commonUpdate,
+        };
+    }
+    else {
+        entityUpdates[entityKey] = {
+            ...entityUpdate,
+            ...commonUpdate,
+        };
+    }
+};
+const getEntityDetails = (entity, lineItemLocalData, vendorUpdates, customerUpdates, currentSelectedEntityLine) => {
+    if (entity != null) {
+        return {
+            entityId: entity.qboId ?? entity.id,
+            entityType: entity.type,
+            entityName: entity.name,
+        };
+    }
+    if (vendorUpdates != null) {
+        return {
+            entityId: vendorUpdates.qboId ?? vendorUpdates.id ?? vendorUpdates.name,
+            entityType: 'vendor',
+            entityName: vendorUpdates.name,
+        };
+    }
+    if (customerUpdates != null && customerUpdates.id != null) {
+        return {
+            entityId: customerUpdates.id,
+            entityType: 'customer',
+        };
+    }
+    if (lineItemLocalData.lineEntity != null) {
+        return {
+            entityId: lineItemLocalData.lineEntity.qboId ?? lineItemLocalData.lineEntity.id,
+            entityType: lineItemLocalData.vendor != null ? 'vendor' : 'customer',
+            entityName: lineItemLocalData.lineEntity.name,
+        };
+    }
+    if (lineItemLocalData.customer?.id != null &&
+        currentSelectedEntityLine != null &&
+        currentSelectedEntityLine.type === 'customer') {
+        return {
+            entityId: currentSelectedEntityLine.qboId ?? lineItemLocalData.customer.id,
+            entityType: 'customer',
+        };
+    }
+    if (lineItemLocalData.vendor?.id != null &&
+        currentSelectedEntityLine != null &&
+        currentSelectedEntityLine.type === 'vendor') {
+        return {
+            entityId: currentSelectedEntityLine.qboId ?? lineItemLocalData.vendor.id,
+            entityType: 'vendor',
+            entityName: currentSelectedEntityLine.name ?? lineItemLocalData.vendor.name,
+        };
+    }
+    return undefined;
+};
+//# sourceMappingURL=saveTransactionHelper.js.map

package/lib/esm/view/expenseAutomationView/helpers/saveTransactionHelper.js.map

@@ -0,0 +1 @@
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{ID} from '../../../commonStateTypes/common';\nimport {Recommendation} from '../../../commonStateTypes/recommendationBase';\nimport {RecommendedAccountBase} from '../../../entity/account/accountState';\nimport {RecommendedClassBase} from '../../../entity/class/classState';\nimport {Entity, EntityType} from '../../../entity/genericEntity/entity';\nimport {TransactionWithAccountAndClassLine} from '../../../entity/transaction/stateTypes/transactionLine';\nimport {\n  isVendorTransaction,\n  isVendorTransactionWithCustomer,\n} from '../../../entity/transaction/stateTypes/vendorTransaction';\nimport {convertCOTRecommendationsToRegular} from '../../../entity/transaction/transactionHelper';\nimport {SupportedTransaction} from '../../../entity/transaction/transactionState';\nimport {UncategorizedAccounts} from '../../accountList/accountListSelector';\nimport {\n  EntityRecommendationKey,\n  getEntityRecommendationKey,\n} from '../../recommendation/recommendationState';\nimport {\n  isTransactionMiscategorized,\n  isTransactionUncategorized,\n  toRecommendedAccountBase,\n  toRecommendedClassBase,\n} from '../../transactionDetail/epics/saveTransactionHelper';\nimport {\n  EntityRelatedRecommendationUpdates,\n  TransactionCategorizationLineItemData,\n  TransactionLineUpdates,\n  TransactionReviewLocalData,\n  TransactionSaveUpdates,\n  TransactionUpdates,\n  TransactionVendorUpdates,\n} from '../types/transactionsViewState';\n\n/**\n *\n * @param transactionCategorizationLocalData\n */\nexport const toTransactionUpdatesFromTransactionCategorizationLocalData = (\n  transactionCategorizationLocalData: TransactionReviewLocalData,\n  transaction: SupportedTransaction,\n  uncategorizedIncomeExpense: UncategorizedAccounts\n): TransactionSaveUpdates => {\n  const updates: TransactionUpdates = {\n    updatesByLineId: {},\n  };\n\n  const updatesByLineId: Record<ID, TransactionLineUpdates> = {};\n\n  const entityUpdates: Record<\n    EntityRecommendationKey,\n    EntityRelatedRecommendationUpdates\n  > = {};\n\n  const isTransactionMisCategorized = isTransactionMiscategorized(\n    transaction,\n    true\n  );\n  const isTransactionUnCategorized = isTransactionUncategorized(\n    transaction,\n    uncategorizedIncomeExpense\n  );\n  updates.memo = transactionCategorizationLocalData.memo;\n\n  const currentSelectedEntity: Entity | undefined =\n    transactionCategorizationLocalData.selectedEntity;\n\n  if (\n    isVendorTransaction(transaction) === true &&\n    currentSelectedEntity != null &&\n    currentSelectedEntity.type === 'vendor'\n  ) {\n    updates.vendorId = currentSelectedEntity.qboId;\n  }\n\n  if (\n    isVendorTransactionWithCustomer(transaction) === true &&\n    currentSelectedEntity != null &&\n    currentSelectedEntity.type === 'customer'\n  ) {\n    updates.customerId = currentSelectedEntity.qboId;\n  }\n\n  let lastUpdatedCategory: RecommendedAccountBase | undefined;\n  let lastUpdatedClass: RecommendedClassBase | undefined;\n\n  transaction.lines?.forEach((line) => {\n    if (\n      (line.type === 'transaction_with_account_and_class_line' ||\n        line.type === 'transaction_with_product_or_service_line' ||\n        line.type === 'journal_entry_transaction_line') &&\n      line.id in transactionCategorizationLocalData.lineItemById\n    ) {\n      const currentSelectedEntityLine: Entity | undefined =\n        transactionCategorizationLocalData.lineItemById[line.id]\n          .selectedEntityLine;\n      const entityDetails = getEntityDetails(\n        currentSelectedEntity,\n        transactionCategorizationLocalData.lineItemById[line.id],\n        transactionCategorizationLocalData.vendorUpdates,\n        transactionCategorizationLocalData.customerUpdates,\n        currentSelectedEntityLine\n      );\n      const lineItem = transactionCategorizationLocalData.lineItemById[line.id];\n\n      updatesByLineId[line.id] = {\n        lineDescription: lineItem.lineDescription,\n        class: lineItem.class,\n        account: lineItem.account,\n        project: lineItem.project,\n        recommendation: convertCOTRecommendationsToRegular(\n          lineItem.recommendationsWithCOT\n        ),\n      };\n\n      if (\n        line.type === 'journal_entry_transaction_line' ||\n        line.platformLineDetailType === 'deposit_line_detail'\n      ) {\n        updatesByLineId[line.id] = {\n          ...updatesByLineId[line.id],\n          vendor:\n            currentSelectedEntityLine != null &&\n            currentSelectedEntityLine.type === 'vendor'\n              ? lineItem.vendor\n              : undefined,\n          customer:\n            currentSelectedEntityLine != null &&\n            currentSelectedEntityLine.type === 'customer'\n              ? lineItem.customer\n              : undefined,\n        };\n      }\n\n      let hasCategoryChanged = false;\n      let hasClassChanged = false;\n\n      const accountLine = line as TransactionWithAccountAndClassLine;\n      hasCategoryChanged =\n        lineItem.account?.qboId !== accountLine.account.qboId &&\n        Boolean(lineItem.account?.qboId);\n      hasClassChanged =\n        (lineItem.class?.qboId != null || accountLine.class?.qboId != null) &&\n        lineItem.class?.qboId !== accountLine.class?.qboId;\n      const recommendedAccountBase = toRecommendedAccountBase(\n        lineItem.amount.amount,\n        lineItem.account\n      );\n      const recommendedClassBase = toRecommendedClassBase(\n        lineItem.amount.amount,\n        lineItem.class\n      );\n\n      if (\n        entityDetails != null &&\n        (hasCategoryChanged === true || hasClassChanged === true)\n      ) {\n        lastUpdatedCategory =\n          hasCategoryChanged === true ? recommendedAccountBase : undefined;\n        lastUpdatedClass =\n          hasClassChanged === true ? recommendedClassBase : undefined;\n        // Category might have been recommended one, and class may not have been updated and was undefined\n        // in this case check for each\n        const recommended = {\n          account: lastUpdatedCategory,\n          class: lastUpdatedClass,\n        };\n        if (recommended.class != null || recommended.account != null) {\n          const entityId = entityDetails.entityId;\n\n          doUpdateEntityUpdates(\n            entityUpdates,\n            entityId,\n            entityDetails.entityType,\n            recommended,\n            false,\n            undefined,\n            entityDetails.entityName\n          );\n        }\n      }\n    } else {\n      updatesByLineId[line.id] = line;\n    }\n  });\n  updates.updatesByLineId = updatesByLineId;\n  return {\n    transactionId: transaction.id,\n    updates,\n    entityRelatedUpdates: entityUpdates,\n    /*Note: We need to call `mark-miscategorized-as-correct` api only when any of the line item is miscategorized\n    and all the line items are NOT uncategorized*/\n    markAsMiscatUpdates:\n      isTransactionMisCategorized === true &&\n      isTransactionUnCategorized === false,\n    anyBulkUpdates: false,\n  };\n};\n\nconst doUpdateEntityUpdates = (\n  entityUpdates: Record<\n    EntityRecommendationKey,\n    EntityRelatedRecommendationUpdates\n  >,\n  entityId: ID,\n  entityType: EntityType,\n  recommendation: Recommendation,\n  isBulkUpdate = false,\n  updatedEntityId: ID | undefined,\n  entityName?: string\n) => {\n  // see if this entity is already being updated\n  const entityKey = getEntityRecommendationKey(entityType, entityId);\n  const entityUpdate = entityUpdates[entityKey];\n  const commonUpdate = {\n    recommendations: recommendation,\n    entityId: entityId === entityName ? null : entityId,\n    ...(entityType === 'vendor' && entityName != null\n      ? {vendorName: entityName}\n      : {}),\n  };\n\n  if (entityUpdate == null) {\n    entityUpdates[entityKey] = {\n      entityType,\n      isBulkUpdate,\n      updatedEntityId,\n      ...commonUpdate,\n    };\n  } else {\n    entityUpdates[entityKey] = {\n      ...entityUpdate,\n      ...commonUpdate,\n    };\n  }\n};\n\nconst getEntityDetails = (\n  entity: Entity | undefined,\n  lineItemLocalData: TransactionCategorizationLineItemData,\n  vendorUpdates?: TransactionVendorUpdates,\n  customerUpdates?: TransactionVendorUpdates,\n  currentSelectedEntityLine?: Entity | undefined\n):\n  | {\n      entityId: ID;\n      entityType: EntityType;\n      entityName?: string;\n    }\n  | undefined => {\n  if (entity != null) {\n    return {\n      entityId: entity.qboId ?? entity.id,\n      entityType: entity.type,\n      entityName: entity.name,\n    };\n  }\n  if (vendorUpdates != null) {\n    return {\n      entityId: vendorUpdates.qboId ?? vendorUpdates.id ?? vendorUpdates.name,\n      entityType: 'vendor',\n      entityName: vendorUpdates.name,\n    };\n  }\n  if (customerUpdates != null && customerUpdates.id != null) {\n    return {\n      entityId: customerUpdates.id,\n      entityType: 'customer',\n    };\n  }\n\n  if (lineItemLocalData.lineEntity != null) {\n    return {\n      entityId:\n        lineItemLocalData.lineEntity.qboId ?? lineItemLocalData.lineEntity.id,\n      entityType: lineItemLocalData.vendor != null ? 'vendor' : 'customer',\n      entityName: lineItemLocalData.lineEntity.name,\n    };\n  }\n\n  if (\n    lineItemLocalData.customer?.id != null &&\n    currentSelectedEntityLine != null &&\n    currentSelectedEntityLine.type === 'customer'\n  ) {\n    return {\n      entityId:\n        currentSelectedEntityLine.qboId ?? lineItemLocalData.customer.id,\n      entityType: 'customer',\n    };\n  }\n\n  if (\n    lineItemLocalData.vendor?.id != null &&\n    currentSelectedEntityLine != null &&\n    currentSelectedEntityLine.type === 'vendor'\n  ) {\n    return {\n      entityId: currentSelectedEntityLine.qboId ?? lineItemLocalData.vendor.id,\n      entityType: 'vendor',\n      entityName:\n        currentSelectedEntityLine.name ?? lineItemLocalData.vendor.name,\n    };\n  }\n  return undefined;\n};\n"]}