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

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

@@ -0,0 +1 @@
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{ID} from '../../../commonStateTypes/common';\nimport {MonthYearPeriodId} from '../../../commonStateTypes/timePeriod';\nimport {AccountBase} from '../../../entity/account/accountState';\nimport {UncategorizedAccountTypes} from '../../../entity/account/accountState';\nimport {ClassBase} from '../../../entity/class/classState';\nimport {Entity} from '../../../entity/genericEntity/entity';\nimport {ProjectBase} from '../../../entity/project/projectState';\nimport {\n  SnackbarMessageSectionTexts,\n  SnackbarMessageSections,\n} from '../../../entity/snackbar/snackbarTypes';\nimport {SnackbarMessageType} from '../../../entity/snackbar/snackbarTypes';\nimport {RecommendationWithCOTByLineId} from '../../../entity/transaction/stateTypes/transaction';\nimport {\n  JournalEntryTransactionLine,\n  LinkedTransactionLine,\n  TransactionInfoLine,\n  TransactionWithAccountAndClassLine,\n  TransactionWithProductOrServiceLine,\n} from '../../../entity/transaction/stateTypes/transactionLine';\nimport {isVendorTransaction} from '../../../entity/transaction/stateTypes/vendorTransaction';\nimport {\n  SupportedTransactionPayload,\n  SupportedTransactionWithCOT,\n} from '../../../entity/transaction/transactionState';\nimport {UncategorizedAccounts} from '../../accountList/accountListSelector';\nimport {\n  isEntityMatching,\n  mergeTransactionAndEntityRecommendationsWithCOT,\n  toLineEntity,\n} from '../../transactionDetail/transactionDetailLocalDataHelper';\nimport {isAccountUncategorized} from '../../transactionDetail/transactionDetailLocalDataHelper';\nimport {TransactionReviewLocalDataSelectorView} from '../selectorTypes/transactionsViewSelectorTypes';\nimport {\n  TabSpecificLineItems,\n  TransactionCategorizationLineItemData,\n  TransactionReviewLocalData,\n  TransactionsTab,\n  TransactionsTabViewState,\n  initialSupportedTransactionCategorization,\n} from '../types/transactionsViewState';\nimport {\n  TRANSACTION_CATEGORIZED_COUNT_VARIABLE_NAME,\n  TRANSACTION_COUNT_VARIABLE_NAME,\n  TRANSACTION_FAILED_COUNT_VARIABLE_NAME,\n  TRANSACTION_UPDATED_COUNT_VARIABLE_NAME,\n} from './helpers';\n\n/**\n * Extracts line IDs with `pending_review` categorization status from a transaction,\n * preserving the transaction's original line order.\n */\nexport const getPendingReviewLineIdsFromTransaction = (\n  transaction: SupportedTransactionWithCOT\n): string[] => {\n  if (transaction.lines == null) {\n    return [];\n  }\n  return transaction.lines\n    .filter((line) => line.categorizationStatus === 'pending_review')\n    .map((line) => line.id);\n};\n\n/**\n * Removes a transaction from a tab view's local data and membership lists.\n * Intended for use within Immer reducer drafts (mutates in place).\n */\nexport const removeTransactionFromTabView = (\n  tabView: TransactionsTabViewState,\n  transactionId: ID\n): void => {\n  delete tabView.transactionReviewLocalDataById[transactionId];\n\n  for (const periodId of Object.keys(\n    tabView.transactionIdsBySelectedPeriod\n  ) as MonthYearPeriodId[]) {\n    tabView.transactionIdsBySelectedPeriod[periodId] =\n      tabView.transactionIdsBySelectedPeriod[periodId].filter(\n        (id) => id !== transactionId\n      );\n  }\n\n  tabView.selectedCheckBoxTransactionIds =\n    tabView.selectedCheckBoxTransactionIds.filter((id) => id !== transactionId);\n\n  tabView.transactionIdsWithUnsavedData =\n    tabView.transactionIdsWithUnsavedData.filter((id) => id !== transactionId);\n};\n\n/**\n * Filters the autoCategorized tab's line items for a transaction, retaining only\n * lines whose categorizationStatus is still `auto_reviewed` or `auto_categorized`.\n * If no lines are retained, removes the transaction from the tab entirely.\n * Intended for use within Immer reducer drafts (mutates in place).\n */\nexport const filterAutoTabLineItems = (\n  tabView: TransactionsTabViewState,\n  transactionId: ID,\n  updatedTransaction: SupportedTransactionWithCOT\n): void => {\n  const localData = tabView.transactionReviewLocalDataById[transactionId];\n  if (localData == null) {\n    return;\n  }\n\n  const currentAutoLineIds =\n    localData.transactionReviewLocalData.tabSpecificLineItems.autoCategorized ??\n    [];\n\n  const linesById = new Map(updatedTransaction.lines?.map((l) => [l.id, l]));\n  const retainedLineIds = currentAutoLineIds.filter((lineId) => {\n    const line = linesById.get(lineId);\n    return (\n      line?.categorizationStatus === 'auto_reviewed' ||\n      line?.categorizationStatus === 'auto_categorized'\n    );\n  });\n\n  if (retainedLineIds.length === 0) {\n    removeTransactionFromTabView(tabView, transactionId);\n  } else {\n    localData.transactionReviewLocalData.tabSpecificLineItems = {\n      autoCategorized: retainedLineIds,\n    };\n  }\n};\n\nexport const MAX_SELECTION_LIMIT = 5;\n\n// Returns true when the transaction should be auto-added to the\n// selectedCheckBoxTransactionIds list after a categorization-related\n// state mutation: all line items are filled, the selection limit has\n// not been hit, and the id isn't already in the list. Consolidates the\n// triplet that was inlined at four sites (updateSelectedCustomer/Vendor,\n// setAllItemsToCategoryClassInLocalDataForCategorization, and\n// setEntityRecommendationForLineIdInLocalData below).\nexport const shouldAutoSelectAndAdd = (\n  transaction: SupportedTransactionWithCOT,\n  localData: TransactionReviewLocalData,\n  selectedCheckBoxTransactionIds: ID[],\n  uncategorizedAccounts: UncategorizedAccounts,\n  isUncategorizedExpenseCategoryEnabled?: boolean,\n  isAccountingClassesEnabled?: boolean\n): boolean => {\n  if (selectedCheckBoxTransactionIds.includes(transaction.id)) {\n    return false;\n  }\n  if (selectedCheckBoxTransactionIds.length >= MAX_SELECTION_LIMIT) {\n    return false;\n  }\n  return checkIfAllLineItemsAreCategoryClassFilled(\n    transaction,\n    localData,\n    uncategorizedAccounts,\n    isUncategorizedExpenseCategoryEnabled,\n    isAccountingClassesEnabled\n  );\n};\n\nexport const toTransactionDetailLocalData = (\n  transaction: SupportedTransactionWithCOT,\n  selectedTab: TransactionsTab,\n  lineItemsByTransactionIds: string[],\n  uncategorizedIncomeExpense: UncategorizedAccounts,\n  isUncategorizedExpenseCategoryEnabled?: boolean\n): TransactionReviewLocalData => {\n  const transactionLocal: TransactionReviewLocalData = {\n    ...initialSupportedTransactionCategorization.transactionReviewLocalData,\n  };\n  transactionLocal.description = transaction.description;\n  transactionLocal.memo = transaction.memo;\n  transactionLocal.transactionDate = transaction.date;\n  transactionLocal.transactionType = transaction.type;\n  transactionLocal.transactionTypeName = transaction.typeName;\n  transactionLocal.vendor =\n    transaction.vendorId != null && transaction.vendorName != null\n      ? {\n          id: transaction.vendorId,\n          name: transaction.vendorName,\n          logo: transaction.logo,\n        }\n      : undefined;\n\n  transactionLocal.customer =\n    transaction.customerId != null &&\n    transaction.customerName != null &&\n    Boolean(transaction.customerId) === true &&\n    Boolean(transaction.customerName) === true\n      ? {\n          id: transaction.customerId,\n          name: transaction.customerName,\n          logo: transaction.logo,\n        }\n      : undefined;\n\n  transactionLocal.vendorUpdates = undefined;\n  transactionLocal.customerUpdates = undefined;\n  if (isVendorTransaction(transaction)) {\n    if (transaction.vendorId != null && transaction.vendorName != null) {\n      transactionLocal.selectedEntity = {\n        id: transaction.vendorId,\n        name: transaction.vendorName,\n        type: 'vendor',\n        qboId: transaction.vendorId,\n        zeniId: transaction.vendorId,\n        logo: transaction.logo,\n      };\n    } else if (\n      transaction.customerId != null &&\n      transaction.customerName != null\n    ) {\n      transactionLocal.selectedEntity = {\n        id: transaction.customerId,\n        name: transaction.customerName,\n        type: 'customer',\n        qboId: transaction.customerId,\n        zeniId: transaction.customerId,\n        logo: transaction.logo,\n      };\n    } else {\n      const firstLine = transaction.lines?.[0];\n      const recommendations =\n        firstLine?.id != null\n          ? transaction.recommendationsWithCOT?.[firstLine?.id]\n          : undefined;\n      const vendor = recommendations?.[0]?.vendor;\n      if (vendor != null && Boolean(vendor.id)) {\n        const vendorId = vendor.id as string;\n        transactionLocal.selectedEntity = {\n          id: vendorId,\n          name: vendor.name,\n          type: 'vendor',\n          qboId: vendorId,\n          zeniId: vendorId,\n          logo: vendor.logo,\n          isPreFilled: true,\n        };\n        transactionLocal.vendor = {\n          id: vendorId,\n          name: vendor.name,\n          logo: vendor.logo,\n        };\n        transactionLocal.vendorUpdates = {\n          qboId: vendorId,\n          id: vendorId,\n          name: vendor.name,\n        };\n      } else {\n        transactionLocal.selectedEntity = undefined;\n      }\n    }\n  }\n  transactionLocal.lineItemById =\n    transaction.lines != null && transaction.lines.length > 0\n      ? buildLineItemById(\n          transaction,\n          uncategorizedIncomeExpense,\n          transaction.recommendationsWithCOT,\n          isUncategorizedExpenseCategoryEnabled\n        )\n      : {};\n\n  transactionLocal.sortedLineItems =\n    transaction.lines != null && transaction.lines.length > 0\n      ? transaction.lines.map((line) => line.id)\n      : [];\n\n  transactionLocal.tabSpecificLineItems = {\n    ...transactionLocal.tabSpecificLineItems,\n    [selectedTab]: [\n      ...(transactionLocal.tabSpecificLineItems[selectedTab] || []),\n      ...lineItemsByTransactionIds,\n    ],\n  };\n\n  return transactionLocal;\n};\n\nconst buildLineItemById = (\n  transaction: SupportedTransactionWithCOT,\n  uncategorizedIncomeExpense: UncategorizedAccounts,\n  recommendations?: RecommendationWithCOTByLineId,\n  isUncategorizedExpenseCategoryEnabled?: boolean\n): Record<ID, TransactionCategorizationLineItemData> => {\n  const lineItemData: Record<ID, TransactionCategorizationLineItemData> = {};\n  const {lines} = transaction;\n  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    ) {\n      const record: TransactionCategorizationLineItemData = {\n        ...line,\n        lineId: line.id,\n        transactionId: transaction.id,\n        transactionDate: transaction.date,\n        billable: (line as TransactionWithAccountAndClassLine).billable,\n        isCategoryMiscategorized:\n          (line as TransactionWithAccountAndClassLine)\n            .isCategoryMiscategorized ?? false,\n        isClassMiscategorized:\n          (line as TransactionWithAccountAndClassLine).isClassMiscategorized ??\n          false,\n      };\n      const accountLine = line as TransactionWithAccountAndClassLine;\n      const lineId = line.id;\n      record.account = accountLine.account;\n      record.class = accountLine.class;\n      record.project = accountLine.project;\n      record.vendor =\n        accountLine.vendor != null\n          ? {\n              id: accountLine.vendor.id,\n              name: accountLine.vendor.name,\n              logo: accountLine.vendor.logo,\n            }\n          : undefined;\n      const customer = accountLine.customer;\n      record.customer =\n        customer != null && Boolean(customer.id) && Boolean(customer.name)\n          ? {\n              id: customer.id,\n              name: customer.name,\n              logo: customer.logo,\n            }\n          : undefined;\n      record.selectedEntityLine =\n        record.vendor != null\n          ? {\n              id: record.vendor.id,\n              name: record.vendor.name,\n              type: 'vendor',\n              qboId: record.vendor.id,\n              zeniId: record.vendor.id,\n            }\n          : record.customer != null\n            ? {\n                id: record.customer.id,\n                name: record.customer.name,\n                type: 'customer',\n                qboId: record.customer.id,\n                zeniId: record.customer.id,\n              }\n            : undefined;\n\n      record.billable = accountLine.billable;\n      record.categorizationStatus = accountLine.categorizationStatus;\n      record.reviewPendingReasons = accountLine.reviewPendingReasons;\n\n      if (recommendations != null) {\n        record.recommendationsWithCOT = recommendations[lineId];\n        const higherPreferenceRecommendation = recommendations[lineId]?.[0];\n        if (\n          (Boolean(accountLine.account.accountId) === false ||\n            isAccountUncategorized(\n              uncategorizedIncomeExpense,\n              accountLine.account.qboId,\n              isUncategorizedExpenseCategoryEnabled === true\n                ? ['income']\n                : undefined\n            )) &&\n          higherPreferenceRecommendation?.account != null\n        ) {\n          record.account = {\n            ...higherPreferenceRecommendation.account,\n            isPreFilled: true,\n          };\n        }\n        if (\n          Boolean(accountLine.class?.classId) === false &&\n          higherPreferenceRecommendation?.class != null\n        ) {\n          record.class = {\n            ...higherPreferenceRecommendation.class,\n            isPreFilled: true,\n          };\n        }\n        if (\n          record.selectedEntityLine == null ||\n          record.selectedEntityLine.qboId === ''\n        ) {\n          const vendor = higherPreferenceRecommendation?.vendor;\n          if (vendor != null && Boolean(vendor.id)) {\n            const vendorId = vendor.id as string;\n            const {name, logo} = vendor;\n            record.vendor = {id: vendorId, name, logo};\n            record.selectedEntityLine = {\n              id: vendorId,\n              name,\n              logo,\n              type: 'vendor',\n              qboId: vendorId,\n              zeniId: vendorId,\n              isPreFilled: true,\n            };\n          }\n        }\n      }\n      lineItemData[line.id] = record;\n\n      if (line.platformLineDetailType === 'deposit_line_detail') {\n        record.lineEntity = toLineEntity(\n          line as TransactionWithAccountAndClassLine\n        );\n      }\n      if (line.type === 'transaction_with_product_or_service_line') {\n        const lineRecord = line as TransactionWithProductOrServiceLine;\n        record.item = lineRecord.item;\n        record.lineDetailType = lineRecord.lineDetailType;\n      }\n      if (line.type === 'journal_entry_transaction_line') {\n        const lineRecord = line as JournalEntryTransactionLine;\n        record.lineTransactionType = lineRecord.lineTransactionType;\n        record.postingType = lineRecord.postingType;\n        record.postingTypeName = lineRecord.postingTypeName;\n        record.lineEntity = toLineEntity(lineRecord);\n      }\n      lineItemData[line.id] = record;\n    }\n    if (line.type === 'linked_transaction_line') {\n      const linkedRecord = line as LinkedTransactionLine;\n      lineItemData[line.id] = {\n        ...linkedRecord,\n        lineId: linkedRecord.id,\n        transactionId: transaction.id,\n        transactionDate: transaction.date,\n        billable: 'billable',\n        isCategoryMiscategorized: false,\n        isClassMiscategorized: false,\n      };\n    }\n    if (line.type === 'transaction_info_line') {\n      const infoRecord = line as TransactionInfoLine;\n      lineItemData[line.id] = {\n        ...infoRecord,\n        lineId: infoRecord.id,\n        transactionId: transaction.id,\n        transactionDate: transaction.date,\n        billable: 'billable',\n        isCategoryMiscategorized: false,\n        isClassMiscategorized: false,\n      };\n    }\n  });\n  return lineItemData;\n};\n\nexport const toSetAllLineItemsToCategoryClass = (\n  draft: TransactionsTabViewState,\n  transaction: SupportedTransactionWithCOT,\n  transactionId: ID,\n  transactionLineId: ID,\n  transactionDetailLocalData: TransactionReviewLocalData,\n  updatedItem: 'category' | 'class' | 'project',\n  uncategorizedAccounts: UncategorizedAccounts,\n  selectedTab: TransactionsTab,\n  vendorId?: ID,\n  customerId?: ID,\n  selectedAccount?: AccountBase,\n  selectedClassBase?: ClassBase,\n  selectedProjectBase?: ProjectBase,\n  isUncategorizedExpenseCategoryEnabled?: boolean,\n  isAccountingClassesEnabled?: boolean\n): {\n  localData: TransactionReviewLocalData;\n  similarTransactionUpdated: boolean;\n} => {\n  let newLineItems: Record<ID, TransactionCategorizationLineItemData> = {};\n  let selectedCheckBoxTransactionIds = draft.selectedCheckBoxTransactionIds;\n  let similarTransactionUpdated = false;\n\n  if (transaction.lines != null) {\n    // always preserving the order of the line items. hence iterating over this\n    const tabSpecificLineItems =\n      transactionDetailLocalData.tabSpecificLineItems[selectedTab] || [];\n    const filteredLines = transaction.lines.filter((line) =>\n      tabSpecificLineItems.includes(line.id)\n    );\n    if (filteredLines.length === 0) {\n      newLineItems = {...transactionDetailLocalData.lineItemById};\n    } else {\n      filteredLines.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        ) {\n          const lineId = line.id;\n          const record: TransactionCategorizationLineItemData = {\n            ...transactionDetailLocalData.lineItemById[lineId],\n          };\n          // if the line is the one that is being updated, then set the account, class, and project\n          if (\n            transactionId === record.transactionId &&\n            transactionLineId === lineId\n          ) {\n            if (selectedAccount != null) {\n              record.account = selectedAccount;\n            }\n            if (selectedClassBase != null) {\n              record.class = selectedClassBase;\n            }\n            if (selectedProjectBase != null) {\n              record.project = selectedProjectBase;\n            }\n            const isClassSatisfied =\n              isAccountingClassesEnabled === false || record.class != null;\n            if (isClassSatisfied && record.account != null) {\n              if (\n                selectedCheckBoxTransactionIds.length < MAX_SELECTION_LIMIT &&\n                selectedCheckBoxTransactionIds.includes(transaction.id) ===\n                  false\n              ) {\n                selectedCheckBoxTransactionIds.push(transaction.id);\n              }\n            } else {\n              if (\n                selectedCheckBoxTransactionIds.includes(transaction.id) === true\n              ) {\n                selectedCheckBoxTransactionIds =\n                  selectedCheckBoxTransactionIds.filter(\n                    (id) => id !== transaction.id\n                  );\n              }\n            }\n          } else {\n            if (\n              (transactionDetailLocalData.customer != null &&\n                transactionDetailLocalData.customer.id === customerId) ||\n              (record.customer != null && record.customer.id === customerId) ||\n              (transactionDetailLocalData.vendor != null &&\n                transactionDetailLocalData.vendor.id === vendorId) ||\n              (record.vendor != null && record.vendor.id === vendorId)\n            ) {\n              // if the vendor is same, then set the account and class with the selected ones and add the transaction to the selected list\n              if (\n                selectedAccount != null &&\n                updatedItem === 'category' &&\n                (record.account?.qboId == null ||\n                  isAccountUncategorized(\n                    uncategorizedAccounts,\n                    record.account?.qboId,\n                    isUncategorizedExpenseCategoryEnabled === true\n                      ? ['income']\n                      : undefined\n                  ) === true)\n              ) {\n                record.account = selectedAccount;\n                similarTransactionUpdated = true;\n                if (\n                  (isAccountingClassesEnabled === false ||\n                    record.class != null) &&\n                  selectedCheckBoxTransactionIds.length < MAX_SELECTION_LIMIT &&\n                  selectedCheckBoxTransactionIds.includes(transaction.id) ===\n                    false\n                ) {\n                  selectedCheckBoxTransactionIds.push(transaction.id);\n                }\n              }\n              if (\n                selectedClassBase != null &&\n                updatedItem === 'class' &&\n                record.class?.qboId == null\n              ) {\n                record.class = selectedClassBase;\n                similarTransactionUpdated = true;\n                if (\n                  record.account != null &&\n                  selectedCheckBoxTransactionIds.length < MAX_SELECTION_LIMIT &&\n                  selectedCheckBoxTransactionIds.includes(transaction.id) ===\n                    false\n                ) {\n                  selectedCheckBoxTransactionIds.push(transaction.id);\n                }\n              }\n              // Project intentionally does NOT propagate to other rows of\n              // the same vendor: each line can carry a different project,\n              // and auto-filling siblings (the way class does) leads to\n              // unexpected bulk selection.\n            }\n          }\n          if (line.type === 'transaction_with_product_or_service_line') {\n            const lineRecord = transactionDetailLocalData.lineItemById[\n              lineId\n            ] as TransactionWithProductOrServiceLine;\n            record.item = lineRecord.item;\n            record.lineDetailType = lineRecord.lineDetailType;\n          }\n          if (line.type === 'journal_entry_transaction_line') {\n            const lineRecord = transactionDetailLocalData.lineItemById[\n              lineId\n            ] as JournalEntryTransactionLine;\n            record.lineTransactionType = lineRecord.lineTransactionType;\n            record.postingType = lineRecord.postingType;\n            record.postingTypeName = lineRecord.postingTypeName;\n            record.lineEntity = toLineEntity(lineRecord);\n          }\n          newLineItems[lineId] = record;\n        } else {\n          newLineItems[line.id] = {\n            ...transactionDetailLocalData.lineItemById[line.id],\n          };\n        }\n      });\n    }\n  }\n\n  const newLocalData: TransactionReviewLocalData = {\n    ...initialSupportedTransactionCategorization.transactionReviewLocalData,\n    sortedLineItems: transactionDetailLocalData.sortedLineItems,\n    memo: transactionDetailLocalData.memo,\n    description: transactionDetailLocalData.description,\n    lineItemById: newLineItems,\n    transactionDate: transactionDetailLocalData.transactionDate,\n    transactionType: transactionDetailLocalData.transactionType,\n    transactionTypeName: transactionDetailLocalData.transactionTypeName,\n    vendor: transactionDetailLocalData.vendor,\n    customer: transactionDetailLocalData.customer,\n    vendorUpdates: transactionDetailLocalData.vendorUpdates,\n    customerUpdates: transactionDetailLocalData.customerUpdates,\n    vendorDetails: transactionDetailLocalData.vendorDetails,\n    customerDetails: transactionDetailLocalData.customerDetails,\n    selectedEntity: transactionDetailLocalData.selectedEntity,\n    tabSpecificLineItems: transactionDetailLocalData.tabSpecificLineItems,\n  };\n  if (\n    !checkIfAllLineItemsAreCategoryClassFilled(\n      transaction,\n      newLocalData,\n      uncategorizedAccounts,\n      isUncategorizedExpenseCategoryEnabled,\n      isAccountingClassesEnabled\n    )\n  ) {\n    selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds.filter(\n      (id) => id !== transaction.id\n    );\n  }\n  draft.selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds;\n  return {localData: newLocalData, similarTransactionUpdated};\n};\n\nexport const setEntityRecommendationForLineIdInLocalData = (\n  draft: TransactionsTabViewState,\n  transaction: SupportedTransactionWithCOT,\n  transactionDetailLocalData: TransactionReviewLocalData,\n  entity: Entity,\n  recommendationLineIds: ID[],\n  uncategorizedAccounts: UncategorizedAccounts,\n  recommendationWithCOTByLineId?: RecommendationWithCOTByLineId,\n  isUncategorizedExpenseCategoryEnabled?: boolean,\n  isAccountingClassesEnabled?: boolean\n): TransactionReviewLocalData => {\n  const newLineItems: Record<ID, TransactionCategorizationLineItemData> = {};\n  let matchingEntityLineId: ID | undefined = undefined;\n  const checkIfNotJEAndDeposit = !isVendorTransaction(transaction);\n  let selectedCheckBoxTransactionIds = draft.selectedCheckBoxTransactionIds;\n  if (transaction.lines != null) {\n    // always preserving the order of the line items. hence iterating over this\n    transaction.lines.forEach((line) => {\n      const lineId = line.id;\n      const oldRecord = transactionDetailLocalData.lineItemById[lineId];\n      // check if any line already has this entity\n      if (recommendationLineIds.includes(lineId)) {\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        ) {\n          const record: TransactionCategorizationLineItemData = {\n            ...oldRecord,\n          };\n          const recommendations =\n            mergeTransactionAndEntityRecommendationsWithCOT(\n              oldRecord.recommendationsWithCOT,\n              recommendationWithCOTByLineId?.[lineId]\n            );\n          const accountLine = line as TransactionWithAccountAndClassLine;\n\n          const isUncategorizedAccount = isAccountUncategorized(\n            uncategorizedAccounts,\n            accountLine.account.qboId,\n            isUncategorizedExpenseCategoryEnabled === true\n              ? ['income']\n              : undefined\n          );\n\n          record.account =\n            isUncategorizedAccount === false && accountLine.account.qboId !== ''\n              ? accountLine.account\n              : recommendations?.[0]?.account\n                ? {\n                    ...recommendations?.[0]?.account,\n                    isPreFilled: true,\n                  }\n                : accountLine.account;\n          record.class =\n            Boolean(accountLine.class?.classId) !== false\n              ? accountLine.class\n              : recommendations?.[0]?.class\n                ? {\n                    ...recommendations?.[0]?.class,\n                    isPreFilled: true,\n                  }\n                : accountLine.class;\n\n          if (checkIfNotJEAndDeposit === true) {\n            if (entity.type === 'customer') {\n              record.customer = toLineCustomerOrVendor(entity);\n            } else {\n              record.vendor = toLineCustomerOrVendor(entity);\n            }\n          }\n          record.billable = accountLine.billable;\n          record.recommendationsWithCOT = recommendations;\n          newLineItems[line.id] = record;\n        }\n      } else {\n        if (isEntityMatching(entity, oldRecord)) {\n          matchingEntityLineId = lineId;\n        }\n        const record: TransactionCategorizationLineItemData = {\n          ...oldRecord,\n        };\n        if (checkIfNotJEAndDeposit === false) {\n          const recommendations =\n            mergeTransactionAndEntityRecommendationsWithCOT(\n              oldRecord.recommendationsWithCOT,\n              recommendationWithCOTByLineId?.[lineId]\n            );\n          const accountLine = line as TransactionWithAccountAndClassLine;\n\n          record.account = accountLine.account;\n          record.class = accountLine.class;\n\n          record.recommendationsWithCOT = recommendations;\n        }\n        newLineItems[lineId] = record;\n      }\n    });\n  }\n\n  // if we have found a matching entity\n  if (matchingEntityLineId != null) {\n    const matchingRecord =\n      transactionDetailLocalData.lineItemById[matchingEntityLineId];\n    // the selection for the updated line item should be the same as the matching record\n    const newLineItem = newLineItems[matchingEntityLineId];\n\n    newLineItems[matchingEntityLineId] = {\n      ...newLineItem,\n      class: matchingRecord.class,\n      account: matchingRecord.account,\n      project: matchingRecord.project,\n      lineEntity: matchingRecord.lineEntity,\n    };\n  }\n\n  const newLocalData: TransactionReviewLocalData = {\n    ...initialSupportedTransactionCategorization.transactionReviewLocalData,\n    sortedLineItems: transactionDetailLocalData.sortedLineItems,\n    memo: transactionDetailLocalData.memo,\n    description: transactionDetailLocalData.description,\n    lineItemById: newLineItems,\n    transactionDate: transactionDetailLocalData.transactionDate,\n    transactionType: transactionDetailLocalData.transactionType,\n    transactionTypeName: transactionDetailLocalData.transactionTypeName,\n    vendorUpdates: transactionDetailLocalData.vendorUpdates,\n    customerUpdates: transactionDetailLocalData.customerUpdates,\n    vendorDetails: transactionDetailLocalData.vendorDetails,\n    customerDetails: transactionDetailLocalData.customerDetails,\n    vendor: transactionDetailLocalData.vendor,\n    customer: transactionDetailLocalData.customer,\n    selectedEntity: transactionDetailLocalData.selectedEntity,\n    tabSpecificLineItems: transactionDetailLocalData.tabSpecificLineItems,\n  };\n  // Auto-uncheck if not all line items are filled (the row's\n  // category/class became stale after the entity update). Otherwise\n  // route through shouldAutoSelectAndAdd so the MAX_SELECTION_LIMIT\n  // gate is consistently applied across all auto-add sites.\n  if (\n    !checkIfAllLineItemsAreCategoryClassFilled(\n      transaction,\n      newLocalData,\n      uncategorizedAccounts,\n      isUncategorizedExpenseCategoryEnabled,\n      isAccountingClassesEnabled\n    )\n  ) {\n    selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds.filter(\n      (id) => id !== transaction.id\n    );\n  } else if (\n    shouldAutoSelectAndAdd(\n      transaction,\n      newLocalData,\n      selectedCheckBoxTransactionIds,\n      uncategorizedAccounts,\n      isUncategorizedExpenseCategoryEnabled,\n      isAccountingClassesEnabled\n    )\n  ) {\n    selectedCheckBoxTransactionIds.push(transaction.id);\n  }\n  draft.selectedCheckBoxTransactionIds = selectedCheckBoxTransactionIds;\n  return newLocalData;\n};\n\nexport const checkIfAllLineItemsAreCategoryClassFilled = (\n  transaction: SupportedTransactionWithCOT,\n  transactionDetailLocalData: TransactionReviewLocalData,\n  uncategorizedAccounts: UncategorizedAccounts,\n  isUncategorizedExpenseCategoryEnabled?: boolean,\n  isAccountingClassesEnabled?: boolean\n): boolean => {\n  const lineItems = Object.values(transactionDetailLocalData.lineItemById);\n  const isVendorTransactionAvailable = isVendorTransaction(transaction);\n  const uncategorizedAccountTypes: UncategorizedAccountTypes[] | undefined =\n    isUncategorizedExpenseCategoryEnabled === true ? ['income'] : undefined;\n\n  return lineItems.every(\n    (lineItem) =>\n      Boolean(lineItem?.account?.qboId) &&\n      (isAccountingClassesEnabled === false ||\n        Boolean(lineItem?.class?.qboId)) &&\n      isAccountUncategorized(\n        uncategorizedAccounts,\n        lineItem?.account?.qboId,\n        uncategorizedAccountTypes\n      ) === false &&\n      ((isVendorTransactionAvailable\n        ? Boolean(transactionDetailLocalData?.vendor?.id)\n        : Boolean(lineItem?.vendor?.id)) ||\n        (isVendorTransactionAvailable\n          ? Boolean(transactionDetailLocalData?.customer?.id)\n          : Boolean(lineItem?.customer?.id)))\n  );\n};\n\nconst toLineCustomerOrVendor = (entity: Entity) => {\n  return {\n    id: entity.qboId,\n    name: entity.name,\n    logo: entity.logo,\n  };\n};\n\nexport const getLineItemsByTransactionsIdsFromResponse = (\n  transactions: SupportedTransactionPayload[]\n) => {\n  const lineItemsByTransactionIds: Record<ID, string[]> = {};\n  transactions.forEach((transaction) => {\n    lineItemsByTransactionIds[transaction.transaction_id] =\n      transaction.lines?.map((line) => line.line_id) ?? [];\n  });\n  return lineItemsByTransactionIds;\n};\n\nexport const getLineItemsByTransactionIdsFromLocalData = (\n  transactionLocalData: TransactionReviewLocalDataSelectorView[],\n  selectedTab: TransactionsTab\n): Record<ID, string[]> => {\n  const lineItemsByTransactionIds: Record<ID, string[]> = {};\n  transactionLocalData.forEach((localData) => {\n    lineItemsByTransactionIds[localData.transactionId] =\n      localData.transactionReviewLocalData.tabSpecificLineItems[selectedTab] ||\n      [];\n  });\n  return lineItemsByTransactionIds;\n};\n\nexport const mergeTabSpecificLineItems = (\n  currentTabSpecificLineItems: TabSpecificLineItems,\n  selectedTab: TransactionsTab,\n  newLineItems: TabSpecificLineItems\n): TabSpecificLineItems => {\n  const tabSpecificLineItems: TabSpecificLineItems = {\n    ...currentTabSpecificLineItems,\n    [selectedTab]: [\n      ...new Set([\n        ...(currentTabSpecificLineItems[selectedTab] || []),\n        ...(newLineItems[selectedTab] || []),\n      ]),\n    ],\n  };\n\n  return tabSpecificLineItems;\n};\n\nexport const getSnackbarMessageForTransactionReview = (\n  updatedCount: number,\n  failedCount: number,\n  categorizedCount: number\n) => {\n  let messageSection: SnackbarMessageSections =\n    'transactions_categorized_updated_failed';\n  let messageText: SnackbarMessageSectionTexts = 'notification';\n  let type: SnackbarMessageType = 'info';\n  let variables: {variableName: string; variableValue: string}[] = [];\n  if (\n    [categorizedCount, updatedCount, failedCount].filter((count) => count > 0)\n      .length === 1\n  ) {\n    messageSection = 'transaction_categorized_updated_failed';\n    let transactionCount = 0;\n    if (categorizedCount > 1 || updatedCount > 1 || failedCount > 1) {\n      messageSection = 'transactions_categorized_updated_failed';\n    }\n    if (categorizedCount > 0) {\n      type = 'success';\n      messageText = 'success';\n      transactionCount = categorizedCount;\n    } else if (updatedCount > 0) {\n      type = 'info';\n      messageText = 'notification';\n      transactionCount = updatedCount;\n    } else if (failedCount > 0) {\n      type = 'error';\n      messageText = 'failed';\n      transactionCount = failedCount;\n    }\n    variables = [\n      {\n        variableName: TRANSACTION_COUNT_VARIABLE_NAME,\n        variableValue: transactionCount.toString(),\n      },\n    ];\n  } else {\n    const messageSectionList: (\n      | 'transactionsCategorized'\n      | 'transactionCategorized'\n      | 'transactionsUpdated'\n      | 'transactionUpdated'\n      | 'transactionsFailed'\n      | 'transactionFailed'\n    )[] = [];\n    if (categorizedCount > 0) {\n      messageSectionList.push(\n        categorizedCount > 1\n          ? 'transactionsCategorized'\n          : 'transactionCategorized'\n      );\n    }\n    if (updatedCount > 0) {\n      messageSectionList.push(\n        updatedCount > 1 ? 'transactionsUpdated' : 'transactionUpdated'\n      );\n    }\n    if (failedCount > 0) {\n      messageSectionList.push(\n        failedCount > 1 ? 'transactionsFailed' : 'transactionFailed'\n      );\n    }\n    messageSection = messageSectionList.join('_') as SnackbarMessageSections;\n    variables = [\n      {\n        variableName: TRANSACTION_CATEGORIZED_COUNT_VARIABLE_NAME,\n        variableValue: categorizedCount.toString(),\n      },\n      {\n        variableName: TRANSACTION_UPDATED_COUNT_VARIABLE_NAME,\n        variableValue: updatedCount.toString(),\n      },\n      {\n        variableName: TRANSACTION_FAILED_COUNT_VARIABLE_NAME,\n        variableValue: failedCount.toString(),\n      },\n    ];\n  }\n  return {\n    messageSection,\n    messageText,\n    type,\n    variables,\n  };\n};\n\nexport const isAnyItemWithUncategorizedExpenseAccount = (\n  uncategorizedAccounts: UncategorizedAccounts,\n  lineItemById: Record<ID, TransactionCategorizationLineItemData>,\n  validateAccountTypes?: UncategorizedAccountTypes[] | undefined\n): boolean => {\n  const lineItems = Object.values(lineItemById);\n  return lineItems.some((lineItem) =>\n    isAccountUncategorized(\n      uncategorizedAccounts,\n      lineItem?.account?.qboId,\n      validateAccountTypes\n    )\n  );\n};\n\n/**\n * Checks if a transaction has any local data changes compared to the original transaction entity.\n * Local data changes include:\n * 1. User manually changed any field\n * 2. Any field was auto-filled from recommendations\n * 3. Any field was changed due to similar transaction update\n *\n * For vendor transactions (expense type): vendor/customer is at transaction level (shared among all line items)\n * For other transactions (journal entry, deposit): each line item has its own vendor/customer\n */\nexport const hasTransactionLocalDataChanges = (\n  transaction: SupportedTransactionWithCOT,\n  transactionReviewLocalData: TransactionReviewLocalData\n): boolean => {\n  const isVendorTxn = isVendorTransaction(transaction);\n\n  // Check vendor/customer at transaction level for vendor transactions\n  if (isVendorTxn) {\n    const originalVendorId = transaction.vendorId;\n    const originalCustomerId = transaction.customerId;\n    const localVendorId = transactionReviewLocalData.vendor?.id;\n    const localCustomerId = transactionReviewLocalData.customer?.id;\n\n    if (originalVendorId !== localVendorId) {\n      return true;\n    }\n    if (originalCustomerId !== localCustomerId) {\n      return true;\n    }\n  }\n\n  // Check each line item for category, class, and vendor/customer changes\n  if (transaction.lines != null) {\n    for (const line of transaction.lines) {\n      const localLineData = transactionReviewLocalData.lineItemById[line.id];\n      if (localLineData == null) {\n        continue;\n      }\n\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      ) {\n        const originalLine = line as TransactionWithAccountAndClassLine;\n\n        // Check category\n        const originalCategoryId =\n          originalLine.account?.qboId ?? originalLine.account?.accountId;\n        const localCategoryId =\n          localLineData.account?.qboId ?? localLineData.account?.accountId;\n        if (originalCategoryId !== localCategoryId) {\n          return true;\n        }\n\n        // Check class\n        const originalClassId = originalLine.class?.classId;\n        const localClassId = localLineData.class?.classId;\n        if (originalClassId !== localClassId) {\n          return true;\n        }\n\n        // For non-vendor transactions, check vendor/customer at line level\n        if (!isVendorTxn) {\n          const originalLineVendorId = originalLine.vendor?.id;\n          const originalLineCustomerId = originalLine.customer?.id;\n          const localLineVendorId = localLineData.vendor?.id;\n          const localLineCustomerId = localLineData.customer?.id;\n\n          if (originalLineVendorId !== localLineVendorId) {\n            return true;\n          }\n          if (originalLineCustomerId !== localLineCustomerId) {\n            return true;\n          }\n        }\n      }\n    }\n  }\n  return false;\n};\n"]}

package/lib/esm/view/expenseAutomationView/payload/fluxAnalysisPayload.js

@@ -0,0 +1,9 @@
+import { stringToUnion } from '../../../commonStateTypes/stringToUnion';
+const FLUX_ANALYSIS_SORT_KEYS_QUERY = [
+    'is_reviewed',
+    'variance_amount',
+    'vendor_name',
+];
+// eslint-disable-next-line @typescript-eslint/no-unused-vars
+const toFluxAnalysisQuerySortKey = (v) => stringToUnion(v, FLUX_ANALYSIS_SORT_KEYS_QUERY);
+//# sourceMappingURL=fluxAnalysisPayload.js.map

package/lib/esm/view/expenseAutomationView/payload/fluxAnalysisPayload.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"fluxAnalysisPayload.js","sourceRoot":"","sources":["../../../../../src/view/expenseAutomationView/payload/fluxAnalysisPayload.ts"],"names":[],"mappings":"AAEA,OAAO,EAAC,aAAa,EAAC,MAAM,yCAAyC,CAAC;AAOtE,MAAM,6BAA6B,GAAG;IACpC,aAAa;IACb,iBAAiB;IACjB,aAAa;CACL,CAAC;AAEX,6DAA6D;AAC7D,MAAM,0BAA0B,GAAG,CAAC,CAAS,EAAE,EAAE,CAC/C,aAAa,CAAC,CAAC,EAAE,6BAA6B,CAAC,CAAC","sourcesContent":["import {AgingBalancePayload} from '../../../commonPayloadTypes/agingReportPayloadTypes';\nimport {CurrencyPayload} from '../../../commonPayloadTypes/v2/viewAndReportPayloadv2';\nimport {stringToUnion} from '../../../commonStateTypes/stringToUnion';\nimport {AccountBasePayload} from '../../../entity/account/accountPayload';\nimport {ClassBasePayload} from '../../../entity/class/classPayload';\nimport {UserPayload} from '../../../entity/user/userPayload';\nimport {VendorPayload} from '../../../entity/vendor/vendorPayload';\nimport {ZeniAPIResponse} from '../../../responsePayload';\n\nconst FLUX_ANALYSIS_SORT_KEYS_QUERY = [\n  'is_reviewed',\n  'variance_amount',\n  'vendor_name',\n] as const;\n\n// eslint-disable-next-line @typescript-eslint/no-unused-vars\nconst toFluxAnalysisQuerySortKey = (v: string) =>\n  stringToUnion(v, FLUX_ANALYSIS_SORT_KEYS_QUERY);\n\nexport type FluxAnalysisQuerySortKey = ReturnType<\n  typeof toFluxAnalysisQuerySortKey\n>;\n\nexport type FluxAnalysisActionQueryType =\n  | 'mark_as_reviewed'\n  | 'mark_as_un_reviewed';\nexport interface PageMetadataPayload {\n  is_more_data_to_load: boolean;\n  next_page_token: string;\n}\n\nexport interface FluxAnalysisQueryPayload {\n  month_and_year: string;\n  page_token: string | null;\n  reimbursement_flag: boolean;\n  sort_by: string;\n  sort_order: string;\n}\n\nexport interface FluxAnalysisReviewPayload {\n  action: string;\n  flux_analysis_entity_ids: string[];\n}\nexport interface MonthBalancePayload extends AgingBalancePayload {\n  end_date: string;\n  id: string;\n  label: string;\n  start_date: string;\n}\nexport interface MonthBalanceAndVariancePayload {\n  month_1: MonthBalancePayload;\n  month_2: MonthBalancePayload;\n  variance_amount: number;\n  variance_percentage: number;\n}\n\nexport interface FluxAnalysisEntitiesPayload {\n  operating_expenses: FluxAnalysisOperatingExpensePayload[];\n}\nexport interface FluxAccountAndClassPayload extends MonthBalanceAndVariancePayload {\n  account_id: string;\n  accounting_class_id: string;\n}\nexport interface FluxAnalysisOperatingExpensePayload extends MonthBalanceAndVariancePayload {\n  anomaly_reason: string;\n  category_and_class_json: FluxAccountAndClassPayload[];\n  flux_analysis_entity_id: string;\n  is_reviewed: boolean | null;\n  reviewed_at: string | null;\n  reviewed_by_user_id: string | null;\n  status: string;\n  updated_at: string | null;\n  vendor_id: string;\n}\nexport interface FluxAnalysisTotalPayload {\n  general_expenses: MonthBalanceAndVariancePayload;\n  reimbursement: MonthBalanceAndVariancePayload;\n  total: MonthBalanceAndVariancePayload;\n}\nexport interface FluxAnalysisReportPayload {\n  accounting_class: ClassBasePayload[];\n  accounts: AccountBasePayload[];\n  currency: CurrencyPayload;\n  total_operating_expenses: FluxAnalysisTotalPayload;\n  users: UserPayload[];\n  vendors: VendorPayload[];\n  flux_analysis_entities?: FluxAnalysisEntitiesPayload;\n  page_metadata?: PageMetadataPayload;\n}\nexport interface FluxAnalysisResponsePayload extends FluxAnalysisReportPayload {\n  query: {\n    month_and_year: string;\n    page_token: string;\n    reimbursement_flag: boolean;\n    sort_by: string;\n    sort_order: string;\n  };\n}\n\nexport interface ReviewFluxAnalysisResponsePayload extends FluxAnalysisReportPayload {\n  query: {\n    action: string;\n    flux_analysis_entity_ids: string[];\n    month_and_year: string;\n  };\n}\n\nexport type FluxAnalysisViewResponse =\n  ZeniAPIResponse<FluxAnalysisResponsePayload>;\n\nexport type ReviewFluxAnalysisViewResponse =\n  ZeniAPIResponse<ReviewFluxAnalysisResponsePayload>;\n"]}

package/lib/esm/view/expenseAutomationView/payload/jeSchedulesPayload.js

@@ -0,0 +1,59 @@
+import { DEFAULT_DATE_FORMAT } from '../../../commonStateTypes/fiscalYearHelpers/formatZeniDateFY';
+import { mapScheduleTransactionToBaseScheduleTransactionPayload, mapVendorToVendorPayload, } from '../../scheduleView/scheduleDetailView/scheduleDetailPayload';
+export const prepareIgnoreSchedulePayload = (scheduleType, jeScheduleTransaction, state) => {
+    const { vendorState } = state;
+    const { vendor, currencyCode, currencySymbol, baseTransaction, status, balanceAsOfToday, period, startDate, endDate, jeCredit, jeDebit, } = jeScheduleTransaction;
+    const vendorID = vendor.id;
+    const vendorDetails = vendorState.vendorByID[vendorID];
+    const jeSchedulePayload = {
+        status: status,
+        vendor: mapVendorToVendorPayload(vendorDetails),
+        currency_code: currencyCode,
+        currency_symbol: currencySymbol,
+        period: period ?? null,
+        je_schedule_type: scheduleType,
+        posting_date: null,
+        balance: getBalanceAmountAsOfToday(baseTransaction, balanceAsOfToday),
+        start_date: startDate?.format(DEFAULT_DATE_FORMAT) ?? null,
+        end_date: endDate?.format(DEFAULT_DATE_FORMAT) ?? null,
+        je_credit_accounting_class_id: jeCredit?.accountingClass?.classId ?? null,
+        je_credit_account_id: jeCredit?.account?.accountId ?? null,
+        je_debit_accounting_class_id: jeDebit?.accountingClass?.classId ?? null,
+        je_debit_account_id: jeDebit?.account?.accountId ?? null,
+        other_attributes: {},
+        base_transaction: mapScheduleTransactionToBaseScheduleTransactionPayload(baseTransaction),
+        is_reviewed: true,
+    };
+    return {
+        scheduled_journal_entries: [],
+        je_schedules: [jeSchedulePayload],
+    };
+};
+const getBalanceAmountAsOfToday = (baseTransaction, balanceAsOfToday) => {
+    if (balanceAsOfToday != null) {
+        return balanceAsOfToday.amount;
+    }
+    return baseTransaction.amount.amount;
+};
+export const preparePayloadForRetryPosting = (jeSchedule) => {
+    return {
+        scheduled_journal_entry_id: jeSchedule.scheduledJournalEntryID,
+        je_schedule_id: jeSchedule.jeScheduleID,
+        ...(jeSchedule.updatedVendor?.id != null &&
+            jeSchedule.updatedVendor.id !== ''
+            ? { updated_vendor_id: jeSchedule.updatedVendor.id }
+            : {}),
+        ...(jeSchedule.updatedCategoryId != null
+            ? { updated_debit_category_id: jeSchedule.updatedCategoryId }
+            : {}),
+        ...(jeSchedule.updatedAccumulatedDepreciationCategoryID != null
+            ? {
+                updated_credit_category_id: jeSchedule.updatedAccumulatedDepreciationCategoryID,
+            }
+            : {}),
+        ...(jeSchedule.updatedClassId != null
+            ? { updated_debit_class_id: jeSchedule.updatedClassId }
+            : {}),
+    };
+};
+//# sourceMappingURL=jeSchedulesPayload.js.map

package/lib/esm/view/expenseAutomationView/payload/jeSchedulesPayload.js.map

@@ -0,0 +1 @@
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null,\n    je_schedule_type: scheduleType,\n    posting_date: null,\n    balance: getBalanceAmountAsOfToday(baseTransaction, balanceAsOfToday),\n    start_date: startDate?.format(DEFAULT_DATE_FORMAT) ?? null,\n    end_date: endDate?.format(DEFAULT_DATE_FORMAT) ?? null,\n    je_credit_accounting_class_id: jeCredit?.accountingClass?.classId ?? null,\n    je_credit_account_id: jeCredit?.account?.accountId ?? null,\n    je_debit_accounting_class_id: jeDebit?.accountingClass?.classId ?? null,\n    je_debit_account_id: jeDebit?.account?.accountId ?? null,\n    other_attributes: {},\n    base_transaction:\n      mapScheduleTransactionToBaseScheduleTransactionPayload(baseTransaction),\n    is_reviewed: true,\n  };\n\n  return {\n    scheduled_journal_entries: [],\n    je_schedules: [jeSchedulePayload],\n  };\n};\n\nconst getBalanceAmountAsOfToday = (\n  baseTransaction: ScheduleTransaction,\n  balanceAsOfToday?: Amount\n) => {\n  if (balanceAsOfToday != null) {\n    return balanceAsOfToday.amount;\n  }\n  return baseTransaction.amount.amount;\n};\n\nexport const preparePayloadForRetryPosting = (\n  jeSchedule: JEScheduleLocalData\n) => {\n  return {\n    scheduled_journal_entry_id: jeSchedule.scheduledJournalEntryID,\n    je_schedule_id: jeSchedule.jeScheduleID,\n\n    ...(jeSchedule.updatedVendor?.id != null &&\n    jeSchedule.updatedVendor.id !== ''\n      ? {updated_vendor_id: jeSchedule.updatedVendor.id}\n      : {}),\n    ...(jeSchedule.updatedCategoryId != null\n      ? {updated_debit_category_id: jeSchedule.updatedCategoryId}\n      : {}),\n    ...(jeSchedule.updatedAccumulatedDepreciationCategoryID != null\n      ? {\n          updated_credit_category_id:\n            jeSchedule.updatedAccumulatedDepreciationCategoryID,\n        }\n      : {}),\n    ...(jeSchedule.updatedClassId != null\n      ? {updated_debit_class_id: jeSchedule.updatedClassId}\n      : {}),\n  };\n};\n"]}

package/lib/esm/view/expenseAutomationView/payload/missingReceiptsPayload.js

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+import { toURL } from '../../../commonPayloadTypes/urlPayload';
+import { toAmount } from '../../../commonStateTypes/amount';
+import { getTransactionPayloadAmount, } from '../../../entity/transaction/payloadTypes/transactionPayload';
+import { toBatchFileStatus, toBatchStatusValue, toMatchSource, } from '../types/missingReceiptsViewState';
+// -- Converter functions --
+/**
+ * Maps batch-details API `files[].status` strings to canonical {@link BatchFileStatus}.
+ * Legacy aliases are supported during rollout; unknown strings map to `failed` so Redux never
+ * holds untyped status values.
+ */
+export function parseBatchFileStatus(raw) {
+    const normalizedStatus = raw.trim().toLowerCase().replace(/-/g, '_');
+    switch (normalizedStatus) {
+        case 'exact_match':
+        case 'matched':
+            return 'exact_match';
+        case 'possible_matches':
+        case 'possible_match':
+        case 'possiblematch':
+        case 'un_matched':
+        case 'unmatched':
+            return 'possible_matches';
+        case 'no_match':
+        case 'nomatch':
+            return 'no_match';
+        case 'failed':
+            return 'failed';
+        default:
+            return 'failed';
+    }
+}
+export function toBatchFile(payload, filesEndPoint) {
+    return {
+        attachmentId: payload.attachment_id,
+        candidates: payload.candidates?.map((candidate) => ({
+            transactionId: candidate.transaction_id,
+            matchScore: candidate.match_score,
+        })),
+        fileDownloadUrl: payload.file_id != null && filesEndPoint != null
+            ? `${filesEndPoint}/1.0/files/${payload.file_id}?query=${encodeURIComponent(JSON.stringify({ download_file: true }))}`
+            : null,
+        fileId: payload.file_id,
+        filePreviewUrl: payload.file_preview_url,
+        filename: payload.filename,
+        matchSource: payload.match_source != null
+            ? toMatchSource(payload.match_source)
+            : undefined,
+        matchedTransactionId: payload.matched_transaction?.transaction_id,
+        status: toBatchFileStatus(payload.status),
+    };
+}
+export function extractTransactionPayloadsFromBatchFiles(files) {
+    const seen = new Set();
+    const payloads = [];
+    for (const file of files) {
+        if (file.matched_transaction != null) {
+            const id = file.matched_transaction.transaction_id;
+            if (!seen.has(id)) {
+                seen.add(id);
+                payloads.push(matchedTransactionPayloadToSupportedTransactionPayload(file.matched_transaction));
+            }
+        }
+        if (file.candidates != null) {
+            for (const candidate of file.candidates) {
+                const id = candidate.transaction_id;
+                if (!seen.has(id)) {
+                    seen.add(id);
+                    payloads.push(matchedTransactionPayloadToSupportedTransactionPayload(candidate));
+                }
+            }
+        }
+    }
+    return payloads;
+}
+function matchedTransactionPayloadToSupportedTransactionPayload(payload) {
+    return {
+        transaction_id: payload.transaction_id,
+        transaction_type: payload.transaction_type ?? 'expense',
+        transaction_date: payload.transaction_date ?? '',
+        currency_code: payload.currency_code,
+        total_amount: payload.amount,
+        vendor_name: payload.vendor_name,
+        logo: payload.vendor_logo == null ? undefined : toURL(payload.vendor_logo),
+    };
+}
+export function toBatchSummary(payload) {
+    return {
+        failed: payload.failed,
+        matched: payload.matched,
+        noMatch: payload.no_match,
+        possibleMatches: payload.possible_matches,
+        total: payload.total,
+    };
+}
+export function toBatchDetails(payload, filesEndPoint) {
+    return {
+        batchId: payload.batch_id,
+        createdAt: payload.created_at,
+        files: payload.files.map((file) => toBatchFile(file, filesEndPoint)),
+        status: toBatchStatusValue(payload.status),
+        summary: toBatchSummary(payload.summary),
+        ...(payload.user_id != null && payload.user_id !== ''
+            ? { userId: payload.user_id }
+            : {}),
+    };
+}
+/** Batch is still in-flight for automatching (GET /batches/:id while not completed). */
+export function isBatchDetailsStatusPendingOrProcessing(status) {
+    const s = status.toLowerCase();
+    return s === 'processing' || s === 'pending';
+}
+/** Batch list `status` is a string from the API — compare case-insensitively. */
+export function isBatchListStatusCompleted(status) {
+    return status.toLowerCase() === 'completed';
+}
+/**
+ * Subset of the get-all-batches (`/batches?query=...`) list that is eligible for
+ * `GET /batches/:batchId` details fetches. The stored list may include pending, failed, or other
+ * statuses for UI; only `completed` rows should trigger batch-details requests.
+ */
+export function filterBatchListItemsForBatchDetailsFetch(batches) {
+    return batches.filter((batch) => isBatchListStatusCompleted(batch.status));
+}
+/**
+ * Batch details API response `status` field — only completed payloads should be stored from
+ * multi-batch fetch paths (list can be briefly stale vs. live processing state).
+ */
+export function isBatchDetailsApiStatusCompleted(status) {
+    return status.toLowerCase() === 'completed';
+}
+export function findBatchListItemForBatchId(batchListByPeriod, batchId) {
+    for (const list of Object.values(batchListByPeriod)) {
+        const found = list.find((batch) => batch.batchId === batchId);
+        if (found != null) {
+            return found;
+        }
+    }
+    return undefined;
+}
+/**
+ * Whether it is appropriate to call `GET .../batches/:id` for details.
+ * Skips when live batch status or batch list row indicates the batch is not completed yet.
+ * When status is unknown in both sources, allows the request (e.g. dispatch before list refresh).
+ */
+export function shouldFetchBatchDetailsForBatchId(batchStatusById, batchListByPeriod, batchId) {
+    const live = batchStatusById[batchId]?.status;
+    if (live === 'completed') {
+        return true;
+    }
+    if (live === 'pending' || live === 'processing') {
+        return false;
+    }
+    const listItem = findBatchListItemForBatchId(batchListByPeriod, batchId);
+    if (listItem != null && !isBatchListStatusCompleted(listItem.status)) {
+        return false;
+    }
+    return true;
+}
+export function toBatchListItem(payload) {
+    return {
+        batchId: payload.batch_id,
+        createdAt: payload.created_at,
+        failedCount: payload.failed_count,
+        matchedCount: payload.matched_count,
+        noMatchCount: payload.no_match_count,
+        possibleMatchesCount: payload.possible_matches_count,
+        status: payload.status,
+        totalFiles: payload.total_files,
+        userId: payload.user_id,
+    };
+}
+/**
+ * Amount shown in the Unmatched tab manual-search list: **first line only** when `lines` exist.
+ * Falls back to transaction-level totals via {@link getTransactionPayloadAmount} when there is
+ * no line or no line amount (same currency fields as the rest of the transaction payload).
+ */
+function getManualSearchListAmountFromPayload(payload) {
+    const lineAmount = payload.lines?.[0]?.amount;
+    if (lineAmount != null) {
+        return toAmount(lineAmount, payload.currency_code, payload.currency_symbol);
+    }
+    return getTransactionPayloadAmount(payload);
+}
+/** Maps expense-automation transaction rows to manual-search list rows (Unmatched tab). */
+export function supportedTransactionPayloadToManualSearchResult(payload) {
+    const amountPayload = getManualSearchListAmountFromPayload(payload);
+    return {
+        amount: amountPayload.amount,
+        currencyCode: amountPayload.currencyCode,
+        entityId: payload.vendor_id ?? payload.customer_id ?? '',
+        memo: payload.transaction_memo ?? '',
+        transactionDate: payload.transaction_date,
+        transactionId: payload.transaction_id,
+        transactionType: payload.transaction_type,
+        vendorName: payload.vendor_name ?? '',
+        vendorLogo: toURL(payload.logo)?.href,
+    };
+}
+//# sourceMappingURL=missingReceiptsPayload.js.map

package/lib/esm/view/expenseAutomationView/payload/missingReceiptsPayload.js.map

@@ -0,0 +1 @@
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{URLPayload, toURL} from '../../../commonPayloadTypes/urlPayload';\nimport {toAmount} from '../../../commonStateTypes/amount';\nimport type {MonthYearPeriodId} from '../../../commonStateTypes/timePeriod';\nimport {\n  TransactionPayload,\n  getTransactionPayloadAmount,\n} from '../../../entity/transaction/payloadTypes/transactionPayload';\nimport {SupportedTransactionPayload} from '../../../entity/transaction/transactionState';\nimport {ZeniAPIResponse} from '../../../responsePayload';\nimport {\n  type BatchDetails,\n  type BatchFile,\n  type BatchFileStatus,\n  type BatchListItem,\n  type BatchStatus,\n  type BatchSummary,\n  type CandidateRef,\n  type ManualSearchResult,\n  toBatchFileStatus,\n  toBatchStatusValue,\n  toMatchSource,\n} from '../types/missingReceiptsViewState';\n\nexport interface MissingReceiptsQueryPayload {\n  end_date: string;\n  is_attachment_missing_only: boolean;\n  sort_by: string;\n  sort_order: string;\n  start_date: string;\n  total_amount_min: number;\n}\n\ninterface MissingReceiptsPayload {\n  query: MissingReceiptsQueryPayload;\n  transactions: TransactionPayload[];\n}\n\nexport type MissingReceiptsResponse = ZeniAPIResponse<MissingReceiptsPayload>;\n\nexport interface BatchListQueryPayload {\n  end_date: string;\n  sort_order: string;\n  start_date: string;\n}\n\n// -- Bulk Upload API Payloads --\n\nexport interface BulkUploadResponsePayload {\n  batch_id: string;\n  status: string;\n  total_files: number;\n}\nexport type BulkUploadResponse = ZeniAPIResponse<BulkUploadResponsePayload>;\n\nexport interface BatchListResponsePayload {\n  batches: BatchListItemPayload[];\n}\nexport interface BatchListItemPayload {\n  batch_id: string;\n  created_at: string;\n  failed_count: number;\n  matched_count: number;\n  no_match_count: number;\n  possible_matches_count: number;\n  status: string;\n  total_files: number;\n  user_id: string;\n}\nexport type BatchListResponse = ZeniAPIResponse<BatchListResponsePayload>;\n\nexport interface MatchedTransactionPayload {\n  amount: number;\n  currency_code: string;\n  transaction_date: string | null;\n  transaction_id: string;\n  vendor_name: string;\n  transaction_type?: string;\n  vendor_logo?: URLPayload | null;\n}\n\nexport interface MatchCandidatePayload extends MatchedTransactionPayload {\n  match_score: number;\n}\n\n/**\n * Wire payload for a batch file row. `status` may use legacy aliases (`matched`, `un_matched`,\n * `possible_match`, `possible_matches`, etc.) until the backend is fully migrated; canonical\n * values are applied in {@link parseBatchFileStatus} via {@link toBatchFile}.\n */\nexport interface BatchFilePayload {\n  attachment_id: string;\n  file_id: string;\n  file_preview_url: string | null;\n  filename: string;\n  status: string;\n  candidates?: MatchCandidatePayload[];\n  match_source?: string;\n  matched_transaction?: MatchedTransactionPayload;\n}\n\nexport interface BatchDetailsResponsePayload {\n  batch_id: string;\n  created_at: string;\n  files: BatchFilePayload[];\n  status: string;\n  summary: {\n    failed: number;\n    matched: number;\n    no_match: number;\n    possible_matches: number;\n    total: number;\n  };\n  /** Uploader — used to scope automatching UI to the user who submitted the batch. */\n  user_id?: string;\n}\nexport type BatchDetailsResponse = ZeniAPIResponse<BatchDetailsResponsePayload>;\n\n// -- Converter functions --\n\n/**\n * Maps batch-details API `files[].status` strings to canonical {@link BatchFileStatus}.\n * Legacy aliases are supported during rollout; unknown strings map to `failed` so Redux never\n * holds untyped status values.\n */\nexport function parseBatchFileStatus(raw: string): BatchFileStatus {\n  const normalizedStatus = raw.trim().toLowerCase().replace(/-/g, '_');\n  switch (normalizedStatus) {\n    case 'exact_match':\n    case 'matched':\n      return 'exact_match';\n    case 'possible_matches':\n    case 'possible_match':\n    case 'possiblematch':\n    case 'un_matched':\n    case 'unmatched':\n      return 'possible_matches';\n    case 'no_match':\n    case 'nomatch':\n      return 'no_match';\n    case 'failed':\n      return 'failed';\n    default:\n      return 'failed';\n  }\n}\n\nexport function toBatchFile(\n  payload: BatchFilePayload,\n  filesEndPoint?: string\n): BatchFile {\n  return {\n    attachmentId: payload.attachment_id,\n    candidates: payload.candidates?.map(\n      (candidate): CandidateRef => ({\n        transactionId: candidate.transaction_id,\n        matchScore: candidate.match_score,\n      })\n    ),\n    fileDownloadUrl:\n      payload.file_id != null && filesEndPoint != null\n        ? `${filesEndPoint}/1.0/files/${payload.file_id}?query=${encodeURIComponent(JSON.stringify({download_file: true}))}`\n        : null,\n    fileId: payload.file_id,\n    filePreviewUrl: payload.file_preview_url,\n    filename: payload.filename,\n    matchSource:\n      payload.match_source != null\n        ? toMatchSource(payload.match_source)\n        : undefined,\n    matchedTransactionId: payload.matched_transaction?.transaction_id,\n    status: toBatchFileStatus(payload.status),\n  };\n}\n\nexport function extractTransactionPayloadsFromBatchFiles(\n  files: BatchFilePayload[]\n): SupportedTransactionPayload[] {\n  const seen = new Set<string>();\n  const payloads: SupportedTransactionPayload[] = [];\n\n  for (const file of files) {\n    if (file.matched_transaction != null) {\n      const id = file.matched_transaction.transaction_id;\n      if (!seen.has(id)) {\n        seen.add(id);\n        payloads.push(\n          matchedTransactionPayloadToSupportedTransactionPayload(\n            file.matched_transaction\n          )\n        );\n      }\n    }\n    if (file.candidates != null) {\n      for (const candidate of file.candidates) {\n        const id = candidate.transaction_id;\n        if (!seen.has(id)) {\n          seen.add(id);\n          payloads.push(\n            matchedTransactionPayloadToSupportedTransactionPayload(candidate)\n          );\n        }\n      }\n    }\n  }\n\n  return payloads;\n}\n\nfunction matchedTransactionPayloadToSupportedTransactionPayload(\n  payload: MatchedTransactionPayload\n): SupportedTransactionPayload {\n  return {\n    transaction_id: payload.transaction_id,\n    transaction_type: payload.transaction_type ?? 'expense',\n    transaction_date: payload.transaction_date ?? '',\n    currency_code: payload.currency_code,\n    total_amount: payload.amount,\n    vendor_name: payload.vendor_name,\n    logo: payload.vendor_logo == null ? undefined : toURL(payload.vendor_logo),\n  } as unknown as SupportedTransactionPayload;\n}\n\nexport function toBatchSummary(\n  payload: BatchDetailsResponsePayload['summary']\n): BatchSummary {\n  return {\n    failed: payload.failed,\n    matched: payload.matched,\n    noMatch: payload.no_match,\n    possibleMatches: payload.possible_matches,\n    total: payload.total,\n  };\n}\n\nexport function toBatchDetails(\n  payload: BatchDetailsResponsePayload,\n  filesEndPoint?: string\n): BatchDetails {\n  return {\n    batchId: payload.batch_id,\n    createdAt: payload.created_at,\n    files: payload.files.map((file) => toBatchFile(file, filesEndPoint)),\n    status: toBatchStatusValue(payload.status),\n    summary: toBatchSummary(payload.summary),\n    ...(payload.user_id != null && payload.user_id !== ''\n      ? {userId: payload.user_id}\n      : {}),\n  };\n}\n\n/** Batch is still in-flight for automatching (GET /batches/:id while not completed). */\nexport function isBatchDetailsStatusPendingOrProcessing(\n  status: string\n): boolean {\n  const s = status.toLowerCase();\n  return s === 'processing' || s === 'pending';\n}\n\n/** Batch list `status` is a string from the API — compare case-insensitively. */\nexport function isBatchListStatusCompleted(status: string): boolean {\n  return status.toLowerCase() === 'completed';\n}\n\n/**\n * Subset of the get-all-batches (`/batches?query=...`) list that is eligible for\n * `GET /batches/:batchId` details fetches. The stored list may include pending, failed, or other\n * statuses for UI; only `completed` rows should trigger batch-details requests.\n */\nexport function filterBatchListItemsForBatchDetailsFetch(\n  batches: BatchListItem[]\n): BatchListItem[] {\n  return batches.filter((batch) => isBatchListStatusCompleted(batch.status));\n}\n\n/**\n * Batch details API response `status` field — only completed payloads should be stored from\n * multi-batch fetch paths (list can be briefly stale vs. live processing state).\n */\nexport function isBatchDetailsApiStatusCompleted(status: string): boolean {\n  return status.toLowerCase() === 'completed';\n}\n\nexport function findBatchListItemForBatchId(\n  batchListByPeriod: Record<MonthYearPeriodId, BatchListItem[]>,\n  batchId: string\n): BatchListItem | undefined {\n  for (const list of Object.values(batchListByPeriod)) {\n    const found = list.find((batch) => batch.batchId === batchId);\n    if (found != null) {\n      return found;\n    }\n  }\n  return undefined;\n}\n\n/**\n * Whether it is appropriate to call `GET .../batches/:id` for details.\n * Skips when live batch status or batch list row indicates the batch is not completed yet.\n * When status is unknown in both sources, allows the request (e.g. dispatch before list refresh).\n */\nexport function shouldFetchBatchDetailsForBatchId(\n  batchStatusById: Record<string, BatchStatus>,\n  batchListByPeriod: Record<MonthYearPeriodId, BatchListItem[]>,\n  batchId: string\n): boolean {\n  const live = batchStatusById[batchId]?.status;\n  if (live === 'completed') {\n    return true;\n  }\n  if (live === 'pending' || live === 'processing') {\n    return false;\n  }\n  const listItem = findBatchListItemForBatchId(batchListByPeriod, batchId);\n  if (listItem != null && !isBatchListStatusCompleted(listItem.status)) {\n    return false;\n  }\n  return true;\n}\n\nexport function toBatchListItem(payload: BatchListItemPayload): BatchListItem {\n  return {\n    batchId: payload.batch_id,\n    createdAt: payload.created_at,\n    failedCount: payload.failed_count,\n    matchedCount: payload.matched_count,\n    noMatchCount: payload.no_match_count,\n    possibleMatchesCount: payload.possible_matches_count,\n    status: payload.status,\n    totalFiles: payload.total_files,\n    userId: payload.user_id,\n  };\n}\n\n/**\n * Amount shown in the Unmatched tab manual-search list: **first line only** when `lines` exist.\n * Falls back to transaction-level totals via {@link getTransactionPayloadAmount} when there is\n * no line or no line amount (same currency fields as the rest of the transaction payload).\n */\nfunction getManualSearchListAmountFromPayload(\n  payload: SupportedTransactionPayload\n) {\n  const lineAmount = payload.lines?.[0]?.amount;\n  if (lineAmount != null) {\n    return toAmount(lineAmount, payload.currency_code, payload.currency_symbol);\n  }\n  return getTransactionPayloadAmount(payload);\n}\n\n/** Maps expense-automation transaction rows to manual-search list rows (Unmatched tab). */\nexport function supportedTransactionPayloadToManualSearchResult(\n  payload: SupportedTransactionPayload\n): ManualSearchResult {\n  const amountPayload = getManualSearchListAmountFromPayload(payload);\n  return {\n    amount: amountPayload.amount,\n    currencyCode: amountPayload.currencyCode,\n    entityId: payload.vendor_id ?? payload.customer_id ?? '',\n    memo: payload.transaction_memo ?? '',\n    transactionDate: payload.transaction_date,\n    transactionId: payload.transaction_id,\n    transactionType: payload.transaction_type,\n    vendorName: payload.vendor_name ?? '',\n    vendorLogo: toURL(payload.logo)?.href,\n  };\n}\n\n// -- Completed Transactions API Payloads (API 2) --\n\nexport interface CompletedTransactionsQueryPayload {\n  end_date?: string;\n  match_type?: string;\n  page_size?: number;\n  page_token?: string | null;\n  sort_by?: string;\n  sort_order?: string;\n  start_date?: string;\n}\n\nexport interface CompletedTransactionsResponsePayload {\n  next_page_token: string | null;\n  total_count: number;\n  transactions: SupportedTransactionPayload[];\n}\n\nexport type CompletedTransactionsResponse =\n  ZeniAPIResponse<CompletedTransactionsResponsePayload>;\n"]}

package/lib/esm/view/expenseAutomationView/payload/reconciliationPayload.js

@@ -0,0 +1,70 @@
+import { convertToPeriod, } from '../../../commonStateTypes/timePeriod';
+import { toTransactionsToReviewPayload, } from '../../../entity/accountRecon/accountReconPayload';
+import { toMatchedTransactionPayload, } from '../../../entity/transaction/payloadTypes/reconciliationTransactionPayloads';
+export function createSaveReconciliationPayloadBasedOnActionAndMethod(state, selectedPeriod, localData, accountReconciliationEntity, action, method) {
+    const { balance, initialClearedBalance } = accountReconciliationEntity;
+    const { expenseAutomationReconciliationViewState: { selectedAccountId, reconTabsState: { reconcile: { localData: { selectedTransactionIds }, }, }, }, } = state;
+    const period = convertToPeriod(selectedPeriod, true);
+    let payload = {};
+    payload = {
+        action: action.reconcileAction === 'save_reconcile_for_later'
+            ? 'save_for_later'
+            : action.reconcileAction,
+        account_type: 'bank',
+        bank_balance: balance?.amount ?? 0,
+        cleared_balance: localData.clearedBalance.amount,
+        variance: localData.variance.amount,
+        currency_code: balance?.currencyCode,
+        ...(initialClearedBalance?.amount != null
+            ? {
+                initial_cleared_balance: initialClearedBalance.amount,
+            }
+            : {}),
+    };
+    if (method === 'POST') {
+        payload = {
+            ...payload,
+            account_id: selectedAccountId,
+            start_date: period.start,
+            end_date: period.end,
+        };
+    }
+    if (action.reconcileAction === 'exclude') {
+        payload = {
+            ...payload,
+            exclude_transaction_ids: [action.excludeTransactionId],
+        };
+    }
+    const reconciledTransactionsPayload = createReconcileTransactionPayload(selectedTransactionIds, accountReconciliationEntity);
+    const reviewTransactionsPayload = createReviewTransactionPayload(accountReconciliationEntity);
+    return {
+        ...payload,
+        transactions: {
+            reconcile: reconciledTransactionsPayload,
+            review: reviewTransactionsPayload,
+        },
+    };
+}
+function createReconcileTransactionPayload(selectedIds, accountReconciliationEntity) {
+    const matchedTransactionsPayload = [];
+    const matchedReconcileTransactions = accountReconciliationEntity.transactionsToReconcile.map((transaction) => {
+        return {
+            ...transaction,
+            isTransactionChecked: selectedIds.includes(transaction.id),
+        };
+    });
+    matchedReconcileTransactions.forEach((transaction) => {
+        const matchTransactionPayload = toMatchedTransactionPayload(transaction);
+        matchedTransactionsPayload.push(matchTransactionPayload);
+    });
+    return matchedTransactionsPayload;
+}
+function createReviewTransactionPayload(accountReconciliationEntity) {
+    const reviewTransactionsPayload = [];
+    accountReconciliationEntity.transactionsToReview.forEach((transaction) => {
+        const matchTransactionPayload = toTransactionsToReviewPayload(transaction);
+        reviewTransactionsPayload.push(matchTransactionPayload);
+    });
+    return reviewTransactionsPayload;
+}
+//# sourceMappingURL=reconciliationPayload.js.map

package/lib/esm/view/expenseAutomationView/payload/reconciliationPayload.js.map

@@ -0,0 +1 @@
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{StatusCodeWithLabelPayload} from '../../../commonPayloadTypes/statusPayload';\nimport {ID} from '../../../commonStateTypes/common';\nimport {\n  MonthYearPeriod,\n  convertToPeriod,\n} from '../../../commonStateTypes/timePeriod';\nimport {AccountPayload} from '../../../entity/account/accountPayload';\nimport {\n  ReconciliationDataPayload,\n  StatementMetaDataPayload,\n  TransactionsToReviewPayload,\n  toTransactionsToReviewPayload,\n} from '../../../entity/accountRecon/accountReconPayload';\nimport {AccountReconciliationEntity} from '../../../entity/accountRecon/accountReconSelector';\nimport {FilePayload} from '../../../entity/file/filePayload';\nimport {\n  MatchedTransactionPayload,\n  toMatchedTransactionPayload,\n} from '../../../entity/transaction/payloadTypes/reconciliationTransactionPayloads';\nimport {MatchedTransaction} from '../../../entity/transaction/stateTypes/reconciliationTransaction';\nimport {UserPayload} from '../../../entity/user/userPayload';\nimport {RootState} from '../../../reducer';\nimport {ZeniAPIResponse} from '../../../responsePayload';\nimport {\n  BalancesLocalData,\n  SaveReconcileDetailActionPayload,\n} from '../types/reconciliationViewState';\n\nexport interface DetectionInfoPayload {\n  account_id: string;\n  bank_balance: number | null;\n  cleared_balance: number | null;\n  variance: number | null;\n  currency_code?: string;\n  currency_symbol?: string;\n}\n\nexport interface AccountAndPaymentAccountPayload extends AccountPayload {\n  payment_account_id: string | null;\n  detection_info?: DetectionInfoPayload;\n  detection_reason?: string;\n}\n\ninterface ExclusionInfoPayload {\n  bank_balance: number | null;\n  cleared_balance: number | null;\n  variance: number | null;\n}\n\nexport interface ExcludedAccountPayload extends AccountAndPaymentAccountPayload {\n  exclusion_info: ExclusionInfoPayload;\n}\n\nexport interface ReconciliationPayload {\n  accounts: AccountAndPaymentAccountPayload[];\n  files: FilePayload[];\n  reconciliation: ReconciliationDataPayload[];\n  users: UserPayload[];\n  detection_info?: DetectionInfoPayload;\n  detection_reason?: string;\n  excluded_accounts?: ExcludedAccountPayload[];\n}\nexport type ReconciliationResponse = ZeniAPIResponse<ReconciliationPayload>;\n\nexport interface SaveReconciliationReviewPayload {\n  reconciliation: MatchedTransactionPayload;\n}\n\nexport type SaveReconciliationReviewResponse =\n  ZeniAPIResponse<SaveReconciliationReviewPayload>;\n\nexport function createSaveReconciliationPayloadBasedOnActionAndMethod(\n  state: RootState,\n  selectedPeriod: MonthYearPeriod,\n  localData: BalancesLocalData,\n  accountReconciliationEntity: AccountReconciliationEntity,\n  action: SaveReconcileDetailActionPayload,\n  method: 'PUT' | 'POST'\n) {\n  const {balance, initialClearedBalance} = accountReconciliationEntity;\n\n  const {\n    expenseAutomationReconciliationViewState: {\n      selectedAccountId,\n      reconTabsState: {\n        reconcile: {\n          localData: {selectedTransactionIds},\n        },\n      },\n    },\n  } = state;\n  const period = convertToPeriod(selectedPeriod, true);\n\n  let payload = {};\n  payload = {\n    action:\n      action.reconcileAction === 'save_reconcile_for_later'\n        ? 'save_for_later'\n        : action.reconcileAction,\n    account_type: 'bank',\n    bank_balance: balance?.amount ?? 0,\n    cleared_balance: localData.clearedBalance.amount,\n    variance: localData.variance.amount,\n    currency_code: balance?.currencyCode,\n\n    ...(initialClearedBalance?.amount != null\n      ? {\n          initial_cleared_balance: initialClearedBalance.amount,\n        }\n      : {}),\n  };\n\n  if (method === 'POST') {\n    payload = {\n      ...payload,\n      account_id: selectedAccountId,\n      start_date: period.start,\n      end_date: period.end,\n    };\n  }\n  if (action.reconcileAction === 'exclude') {\n    payload = {\n      ...payload,\n      exclude_transaction_ids: [action.excludeTransactionId],\n    };\n  }\n  const reconciledTransactionsPayload = createReconcileTransactionPayload(\n    selectedTransactionIds,\n    accountReconciliationEntity\n  );\n  const reviewTransactionsPayload = createReviewTransactionPayload(\n    accountReconciliationEntity\n  );\n\n  return {\n    ...payload,\n    transactions: {\n      reconcile: reconciledTransactionsPayload,\n      review: reviewTransactionsPayload,\n    },\n  };\n}\n\nfunction createReconcileTransactionPayload(\n  selectedIds: ID[],\n  accountReconciliationEntity: AccountReconciliationEntity\n): MatchedTransactionPayload[] {\n  const matchedTransactionsPayload: MatchedTransactionPayload[] = [];\n  const matchedReconcileTransactions: MatchedTransaction[] =\n    accountReconciliationEntity.transactionsToReconcile.map((transaction) => {\n      return {\n        ...transaction,\n        isTransactionChecked: selectedIds.includes(transaction.id),\n      };\n    });\n  matchedReconcileTransactions.forEach((transaction) => {\n    const matchTransactionPayload = toMatchedTransactionPayload(transaction);\n    matchedTransactionsPayload.push(matchTransactionPayload);\n  });\n  return matchedTransactionsPayload;\n}\n\nfunction createReviewTransactionPayload(\n  accountReconciliationEntity: AccountReconciliationEntity\n): TransactionsToReviewPayload[] {\n  const reviewTransactionsPayload: TransactionsToReviewPayload[] = [];\n\n  accountReconciliationEntity.transactionsToReview.forEach((transaction) => {\n    const matchTransactionPayload = toTransactionsToReviewPayload(transaction);\n    reviewTransactionsPayload.push(matchTransactionPayload);\n  });\n  return reviewTransactionsPayload;\n}\n\nexport interface ExcludeAccountFromReconciliationRequestPayload {\n  account_id: ID;\n  bank_balance: number;\n  cleared_balance: number;\n  variance: number;\n}\n\nexport interface ExcludedAccountFromReconciliationPayload {\n  account_id: ID;\n  bank_balance: number | null;\n  cleared_balance: number | null;\n  variance: number | null;\n  currency_code?: string;\n  currency_symbol?: string;\n}\n\nexport interface ExcludeAccountFromReconciliationResponsePayload {\n  excluded_account: ExcludedAccountFromReconciliationPayload;\n}\n\nexport type ExcludeAccountFromReconciliationResponse =\n  ZeniAPIResponse<ExcludeAccountFromReconciliationResponsePayload>;\n\nexport interface IncludeAccountInReconciliationResponsePayload {\n  reconciliation: ReconciliationDataPayload;\n}\n\nexport type IncludeAccountInReconciliationResponse =\n  ZeniAPIResponse<IncludeAccountInReconciliationResponsePayload>;\n\nexport interface DeleteStatementResponsePayload {\n  statement_upload: {\n    statement_data_status: StatusCodeWithLabelPayload;\n    statement_meta_data: StatementMetaDataPayload | null;\n    statement_status: StatusCodeWithLabelPayload;\n  };\n}\n\nexport type DeleteStatementResponse =\n  ZeniAPIResponse<DeleteStatementResponsePayload>;\n\nexport interface UploadStatementDocumentAIPayload {\n  files: FilePayload[];\n  processor_run_id: string;\n}\n\nexport type UploadStatementDocumentAIResponse =\n  ZeniAPIResponse<UploadStatementDocumentAIPayload>;\n\nexport interface UploadStatementResponsePayload {\n  file: FilePayload;\n  statement_upload: {\n    account_type: string;\n    statement_data_status: StatusCodeWithLabelPayload;\n    statement_end_date: string;\n    statement_start_date: string;\n    statement_status: StatusCodeWithLabelPayload;\n    statement_upload_id: string;\n  };\n}\n\nexport type UploadStatementResponse =\n  ZeniAPIResponse<UploadStatementResponsePayload>;\n"]}

package/lib/esm/view/expenseAutomationView/payload/transactionCategorizationPayload.js

@@ -0,0 +1,2 @@
+export {};
+//# sourceMappingURL=transactionCategorizationPayload.js.map

package/lib/esm/view/expenseAutomationView/payload/transactionCategorizationPayload.js.map

@@ -0,0 +1 @@
+{"version":3,"file":"transactionCategorizationPayload.js","sourceRoot":"","sources":["../../../../../src/view/expenseAutomationView/payload/transactionCategorizationPayload.ts"],"names":[],"mappings":"","sourcesContent":["import {EntityRecommendationPayload} from '../../../commonPayloadTypes/recommendationPayload';\nimport {TransactionPayload} from '../../../entity/transaction/payloadTypes/transactionPayload';\nimport {SupportedTransactionPayload} from '../../../entity/transaction/transactionState';\nimport {ZeniAPIResponse} from '../../../responsePayload';\nimport {CompletedSubTab} from '../types/completedSubTab';\n\nexport interface TransactionCategorizationQueryPayload {\n  auto_categorized: boolean;\n  end_date: string | null;\n  page_size: number;\n  page_token: string | null;\n  search_text: string | null;\n  sort_by: string;\n  sort_order: string;\n  start_date: string | null;\n  /**\n   * Required. For the Completed (`auto_categorized=true`) listing, scopes the\n   * returned page + `total_count` to one of the Completed sub-tabs. For the\n   * Review listing it is forced to `'all'` to preserve parent-tab semantics\n   * on the backend.\n   */\n  sub_tab: CompletedSubTab;\n}\n\nexport interface TransactionCategorizationPayload {\n  next_page_token: string | null;\n  query: TransactionCategorizationQueryPayload;\n  total_count: number;\n  transactions: SupportedTransactionPayload[];\n  /**\n   * Count of transactions for the entire parent tab (Review or Completed),\n   * regardless of which sub-tab the listing was scoped to. Used solely to\n   * drive the parent tab badge counts on the UI; pagination, list-level\n   * counts, and sub-tab chips continue to consume {@link total_count}.\n   *\n   * Optional at the wire boundary so that any version-skew scenario\n   * (delayed BE rollout, cached SW response, hotfix without the BE change)\n   * deserializes cleanly. Consumers are expected to fall back to\n   * {@link total_count} when this is absent — see\n   * `fetchTransactionCategorizationEpic` for the canonical fallback.\n   */\n  parent_tab_total_count?: number;\n}\n\nexport type TransactionCategorizationResponse =\n  ZeniAPIResponse<TransactionCategorizationPayload>;\n\nexport interface EntityRelatedUpdatesPayload {\n  entity_id: string | null; // null indicates vendor/customer should be created on the fly\n  entity_type: string;\n  is_bulk_update: boolean;\n  recommendations: EntityRecommendationPayload;\n  updated_entity_id: string | undefined;\n  vendor_name?: string; // Required when entity_id is null and entity_type is 'vendor'\n}\nexport interface UpdateTransactionCategorizationPayload {\n  transaction: Partial<TransactionPayload>;\n  transaction_id: string;\n  transaction_type: string;\n  entity_related_updates?: EntityRelatedUpdatesPayload[];\n}\nexport interface UpdateTransactionCategorization {\n  line_ids: string[];\n  transaction_id: string;\n}\nexport interface UpdateTransactionCategorizationResponsePayload {\n  transactions_update_failed: UpdateTransactionCategorization[];\n  transactions_update_success: UpdateTransactionCategorization[];\n}\n\nexport type TransactionCategorizationUpdateResponse =\n  ZeniAPIResponse<UpdateTransactionCategorizationResponsePayload>;\n\nexport interface MarkAsReviewTransactionCategorizationPayload {\n  transactions_reviewed_failed: UpdateTransactionCategorization[];\n  transactions_reviewed_success: UpdateTransactionCategorization[];\n}\n\nexport type MarkAsReviewTransactionCategorizationPayloadResponse =\n  ZeniAPIResponse<MarkAsReviewTransactionCategorizationPayload>;\n"]}