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

package/lib/esm/view/transactionDetail/epics/saveTransactionHelper.js.map

@@ -0,0 +1 @@
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{ID} from '../../../commonStateTypes/common';\nimport {\n  Recommendation,\n  RecommendationBase,\n  getRecommendationAmountRange,\n} from '../../../commonStateTypes/recommendationBase';\nimport {\n  AccountBase,\n  RecommendedAccountBase,\n} from '../../../entity/account/accountState';\nimport {\n  ClassBase,\n  RecommendedClassBase,\n} from '../../../entity/class/classState';\nimport {Entity, EntityType} from '../../../entity/genericEntity/entity';\nimport {TransactionWithAccountAndClassLine} from '../../../entity/transaction/stateTypes/transactionLine';\nimport {\n  toJEAndDepositTransactionTypeStrict,\n  toVendorTransactionTypeStrict,\n} from '../../../entity/transaction/stateTypes/transactionType';\nimport {\n  VendorTransaction,\n  isVendorTransaction,\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 {isAccountUncategorized} from '../transactionDetailLocalDataHelper';\nimport {\n  EntityRelatedRecommendationUpdates,\n  TransactionLineUpdates,\n  TransactionSaveUpdates,\n  TransactionUpdates,\n} from '../transactionDetailState';\nimport {\n  TransactionDetailLineItemData,\n  TransactionDetailLocalData,\n  TransactionVendorUpdates,\n} from '../transactionDetailTypes';\n\n// This function will extract the data that will determine which all APIs need to be called\n/**\n *\n * @param transactionDetailLocalData\n * Uncategorized transaction\n * 1. Update transaction with recommended (either historical/most recently used) ->\n * 1a. Only fire transaction save.\n * 2. Update transaction with recommended category but different class ->\n * 2a. fire updateRecommendation with both category & Class chosen.\n * 2b. Fire transaction Save with chosen recommendations,\n * 3. Update transaction with recommended category, different class, check update all ->\n * 3a. fire updateRecommendation with both category & Class chosen.\n * 3b. Fire transaction save with chosen recommendation\n * 3c. Fire bulk update with all Amounts\n * 4. Only difference between this and Miscategorized will be that we will\n * additionally fire “Mark as not miscat” for every point above.\n */\nexport const toTransactionUpdatesFromTransactionDetailLocalData = (\n  transactionDetailLocalData: TransactionDetailLocalData,\n  transaction: SupportedTransaction,\n  isExpenseAutomationEnabled: boolean\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    isExpenseAutomationEnabled\n  );\n\n  updates.memo = transactionDetailLocalData.memo;\n  updates.documentId = transactionDetailLocalData.documentId;\n\n  const selectedEntity: Entity | undefined =\n    transactionDetailLocalData.selectedEntity;\n\n  const updatedEntityId =\n    transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor ===\n    true\n      ? transactionDetailLocalData.vendorUpdates?.qboId\n      : undefined;\n\n  let isBulkUpdate = false;\n\n  let lastUpdatedCategory: RecommendedAccountBase | undefined;\n  let lastUpdatedClass: RecommendedClassBase | undefined;\n  // single recommendation to just pick the last recommendation in the list of lines\n\n  transaction.lines?.forEach((line) => {\n    const lineItem = transactionDetailLocalData.lineItemById[line.id];\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      if (lineItem == null) {\n        return;\n      }\n      const entityDetails = getEntityDetails(\n        selectedEntity,\n        lineItem,\n        transactionDetailLocalData.vendorUpdates,\n        transactionDetailLocalData.customerUpdates\n      );\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        const currentSelectedEntityLine = lineItem.lineEntity;\n        updatesByLineId[line.id] = {\n          ...updatesByLineId[line.id],\n          customer:\n            currentSelectedEntityLine != null &&\n            currentSelectedEntityLine.type === 'customer'\n              ? lineItem.customer\n              : undefined,\n          vendor:\n            currentSelectedEntityLine != null &&\n            currentSelectedEntityLine.type === 'vendor'\n              ? lineItem.vendor\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      const latestRecommendedCategory = lineItem.recommendedAccount;\n      const latestrecommendedClass = lineItem.recommendedClass;\n\n      // If at any time the recommended category selected is different from the most recent\n      const isMostRecentRecommendedCategorySelected =\n        Boolean(recommendedAccountBase) &&\n        Boolean(latestRecommendedCategory) &&\n        recommendedAccountBase?.qboId === latestRecommendedCategory?.qboId;\n\n      // If at any time the recommended class selected is different from the most recent\n      const isMostRecentRecommendedClassSelected =\n        Boolean(recommendedClassBase) &&\n        Boolean(latestrecommendedClass) &&\n        recommendedClassBase?.qboId === latestrecommendedClass?.qboId;\n\n      const recommendationToBeUpdated =\n        (lineItem.isRecommendedCategorySelected === false ||\n          lineItem.isRecommendedClassSelected === false ||\n          isMostRecentRecommendedCategorySelected === false ||\n          isMostRecentRecommendedClassSelected === false) &&\n        lineItem.recommendationsWithCOT != null &&\n        (hasCategoryChanged || hasClassChanged);\n\n      // If any bulkUpdate is true, call bulk update\n      isBulkUpdate = isBulkUpdate || (lineItem.isUpdateAllChecked ?? false);\n      if (\n        entityDetails != null &&\n        (recommendationToBeUpdated === true ||\n          (lineItem.isUpdateAllChecked != null &&\n            lineItem.isUpdateAllChecked === true) ||\n          updatedEntityId !== null)\n      ) {\n        lastUpdatedCategory =\n          hasCategoryChanged === true ||\n          lineItem.isRetainedCategorySelected === true\n            ? recommendedAccountBase\n            : undefined;\n        lastUpdatedClass =\n          hasClassChanged === true || lineItem.isRetainedClassSelected === true\n            ? recommendedClassBase\n            : 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 (\n          recommended.class != null ||\n          recommended.account != null ||\n          updatedEntityId != null\n        ) {\n          const vendorIdToUpdate =\n            transactionDetailLocalData.vendorUpdates?.qboId;\n          const customerIdToUpdate =\n            transactionDetailLocalData.customerUpdates?.qboId;\n          let entityId = entityDetails.entityId;\n          if (vendorIdToUpdate != null && selectedEntity?.type === 'vendor') {\n            entityId =\n              transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor ===\n              true\n                ? entityId\n                : vendorIdToUpdate;\n          } else {\n            if (\n              customerIdToUpdate != null &&\n              selectedEntity?.type === 'customer'\n            ) {\n              entityId = customerIdToUpdate;\n            }\n          }\n          doUpdateEntityUpdates(\n            entityUpdates,\n            entityId,\n            entityDetails.entityType,\n            recommended,\n            lineItem.isUpdateAllChecked,\n            updatedEntityId,\n            entityDetails.entityName\n          );\n        }\n      }\n    } else {\n      updatesByLineId[line.id] = line;\n    }\n  });\n  updates.updatesByLineId = updatesByLineId;\n  return {\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: isTransactionMisCategorized,\n    anyBulkUpdates: isBulkUpdate,\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(\n    entityType,\n    entityId ?? entityName\n  );\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\nexport const toRecommendedAccountBase = (\n  amountValue: number,\n  accountBase?: AccountBase,\n  recommendationBase?: RecommendationBase\n): RecommendedAccountBase | undefined => {\n  if (accountBase != null && recommendationBase != null) {\n    return {\n      ...accountBase,\n      min: recommendationBase.min,\n      max: recommendationBase.max,\n      reason: recommendationBase.reason,\n      type: recommendationBase.type,\n    };\n  } else if (accountBase != null) {\n    const {min, max} = getRecommendationAmountRange(amountValue);\n    return {\n      ...accountBase,\n      min,\n      max,\n      reason: '',\n      type: '',\n    };\n  } else {\n    return undefined;\n  }\n};\n\nexport const toRecommendedClassBase = (\n  amountValue: number,\n  classBase?: ClassBase,\n  recommendationBase?: RecommendationBase\n): RecommendedClassBase | undefined => {\n  if (classBase != null && recommendationBase != null) {\n    return {\n      ...classBase,\n      min: recommendationBase.min,\n      max: recommendationBase.max,\n      reason: recommendationBase.reason,\n      type: recommendationBase.type,\n    };\n  } else if (classBase != null) {\n    const {min, max} = getRecommendationAmountRange(amountValue);\n    return {\n      ...classBase,\n      min,\n      max,\n      reason: '',\n      type: '',\n    };\n  } else {\n    return undefined;\n  }\n};\n\nconst getEntityDetails = (\n  entity: Entity | undefined,\n  lineItemLocalData: TransactionDetailLineItemData | undefined,\n  vendorUpdates: TransactionVendorUpdates | undefined,\n  customerUpdates: TransactionVendorUpdates | 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 (lineItemLocalData?.lineEntity != null) {\n    return {\n      entityId:\n        lineItemLocalData.lineEntity.qboId ?? lineItemLocalData.lineEntity.id,\n      entityType: lineItemLocalData.lineEntity.type,\n      entityName: lineItemLocalData.lineEntity.name,\n    };\n  }\n  if (\n    customerUpdates != null &&\n    Boolean(customerUpdates.id) === true &&\n    customerUpdates.id != null\n  ) {\n    return {\n      entityId: customerUpdates.id,\n      entityType: 'customer',\n    };\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  return undefined;\n};\n\nexport const isTransactionMiscategorized = (\n  transaction: SupportedTransaction,\n  isExpenseAutomationEnabled: boolean\n): boolean => {\n  const lines = transaction.lines;\n  if (\n    isExpenseAutomationEnabled === true &&\n    (isVendorTransaction(transaction) || transaction.type === 'journal_entry')\n  ) {\n    return true;\n  }\n\n  let isTransactionMisCategorized = false;\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 lineItem = line as TransactionWithAccountAndClassLine;\n      if (\n        lineItem.isCategoryMiscategorized ||\n        lineItem.isClassMiscategorized ||\n        // This ensures that neither vendor or customer is present at line level, safe to say miscat line due to vendor/customer\n\n        (toVendorTransactionTypeStrict(transaction.type) &&\n          (transaction as VendorTransaction).vendor == null) ||\n        (toJEAndDepositTransactionTypeStrict(transaction.type) &&\n          lineItem.vendor == null &&\n          lineItem.customer == null)\n      ) {\n        isTransactionMisCategorized = true;\n      }\n    }\n  });\n  return isTransactionMisCategorized;\n};\nexport const isTransactionUncategorized = (\n  transaction: SupportedTransaction,\n  uncategorizedIncomeExpense: UncategorizedAccounts\n): boolean => {\n  const lines = transaction.lines;\n  let isTransactionUnCategorized = false;\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 lineItem = line as TransactionWithAccountAndClassLine;\n      if (\n        isAccountUncategorized(\n          uncategorizedIncomeExpense,\n          lineItem.account.qboId\n        )\n      ) {\n        isTransactionUnCategorized = true;\n      }\n    }\n  });\n  return isTransactionUnCategorized;\n};\n"]}

package/lib/esm/view/transactionDetail/epics/transactionDetailEpic.js

@@ -0,0 +1,135 @@
+import recordGet from 'lodash/get';
+import { concat, from, of } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { toTransactionID } from '../../../entity/transaction/payloadTypes/transactionIDPayload';
+import { toTransaction, } from '../../../entity/transaction/payloadTypes/transactionPayload';
+import { toVendorTransactionTypeStrict } from '../../../entity/transaction/stateTypes/transactionType';
+import { removeTransaction, updateTransaction, } from '../../../entity/transaction/transactionReducer';
+import { getSupportedTransactionById } from '../../../entity/transaction/transactionSelector';
+import { mapVendorPayloadToVendor } from '../../../entity/vendor/vendorPayload';
+import { updateVendors } from '../../../entity/vendor/vendorReducer';
+import { createZeniAPIStatus, isSuccessResponse } from '../../../responsePayload';
+import { fetchAccountList } from '../../accountList/accountListReducer';
+import { fetchClassList } from '../../classList/classListReducer';
+import { getInitializedTransactionVendorLocalData } from '../../commonVendorView/transactionVendorView/transactionVendorLocalDataHelper';
+import { updateTransactionVendorLocalData } from '../../commonVendorView/transactionVendorView/transactionVendorViewReducer';
+import { fetchOwnerList } from '../../ownerList/ownerListReducer';
+import { fetchProjectList } from '../../projectList/projectListReducer';
+import { fetchTransactionDetail, initializeTransactionDetailLocalData, removeTransactionDetail, updateTransactionDetailFetchState, } from '../transactionDetailReducer';
+import { getAllLinkedTransactions, getTransactionDetailKey, } from '../transactionDetailState';
+export const fetchTransactionDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(fetchTransactionDetail.match), mergeMap((action) => {
+    const { transactionId, cacheOverride } = action.payload;
+    const detailKey = getTransactionDetailKey(transactionId);
+    const transactionActions = [];
+    if (cacheOverride === true) {
+        const transaction = getSupportedTransactionById(state$.value.transactionState, detailKey);
+        transactionActions.push(...removeCompleteTransaction(transactionId, transaction));
+    }
+    const transactionDetail = recordGet(state$.value.transactionDetailState.transactionDetailById, detailKey, undefined);
+    if (cacheOverride === true ||
+        transactionDetail == null ||
+        (transactionDetail.hasValidState() === false &&
+            transactionDetail.fetchState !== 'In-Progress')) {
+        const accountList = state$.value.accountListState.byReportId.accountList;
+        if (accountList.hasValidState() === false &&
+            accountList.fetchState !== 'In-Progress') {
+            transactionActions.push(fetchAccountList('accountList'));
+        }
+        const classList = state$.value.classListState;
+        if (classList.hasValidState() === false &&
+            classList.fetchState !== 'In-Progress') {
+            transactionActions.push(fetchClassList());
+        }
+        const projectList = state$.value.projectListState;
+        if (projectList.hasValidState() === false &&
+            projectList.fetchState !== 'In-Progress') {
+            transactionActions.push(fetchProjectList());
+        }
+        transactionActions.push(updateTransactionDetailFetchState(transactionId, 'In-Progress'));
+        const query = { transaction_type: transactionId.type };
+        const getTransactionDetail$ = zeniAPI
+            .getJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/transactions/${transactionId.id}?query=${encodeURIComponent(JSON.stringify(query))}`)
+            .pipe(mergeMap((response) => {
+            if (isSuccessResponse(response) &&
+                response.data?.transaction?.transaction_id != null) {
+                const updateActions = [];
+                const transcationId = toTransactionID(response.data.transaction);
+                const responseData = {
+                    ...response.data,
+                    vendors: response.data.vendors?.map((vendor) => ({
+                        ...vendor,
+                        vendor_id: vendor.qbo_id ?? vendor.vendor_id,
+                    })) ?? [],
+                };
+                if (responseData.vendors.length > 0) {
+                    updateActions.push(updateVendors(responseData.vendors, 'merge'));
+                }
+                const transactionDetailKeyForResponse = getTransactionDetailKey(transcationId);
+                updateActions.push(updateTransaction(transactionDetailKeyForResponse, responseData.transaction));
+                updateActions.push(initializeTransactionDetailLocalData({
+                    transactionId: transcationId,
+                    vendorId: responseData.vendors[0]?.vendor_id,
+                }));
+                updateActions.push(updateTransactionDetailFetchState(transcationId, 'Completed'));
+                // IMPORTANT: Fetch linked transactions..
+                updateActions.push(...getAllFetchLinkedTransactionDetailActions(responseData.transaction, state$.value));
+                if (responseData.vendors.length > 0) {
+                    updateActions.push(updateTransactionVendorLocalData({
+                        vendorId: responseData.vendors[0].vendor_id,
+                        localData: getInitializedTransactionVendorLocalData(mapVendorPayloadToVendor(responseData.vendors[0])),
+                    }));
+                }
+                // If vendor transaction, fetch owners list
+                if (toVendorTransactionTypeStrict(responseData.transaction.transaction_type) != null) {
+                    updateActions.push(fetchOwnerList());
+                }
+                return from(updateActions);
+            }
+            else {
+                return of(updateTransactionDetailFetchState(action.payload.transactionId, 'Error', response.status));
+            }
+        }), catchError((error) => {
+            console.error(`REST API call errored out ${error}`);
+            return of(updateTransactionDetailFetchState(action.payload.transactionId, 'Error', createZeniAPIStatus('Unexpected Error', `REST API call errored out ${error}`)));
+        }));
+        return concat(from(transactionActions), getTransactionDetail$);
+    }
+    else {
+        return from(transactionActions);
+    }
+}));
+/**
+ * Helper functions
+ */
+function removeCompleteTransaction(transactionId, transaction) {
+    const actions = [];
+    actions.push(removeTransactionDetail(transactionId));
+    if (transaction != null) {
+        actions.push(removeTransaction(getTransactionDetailKey(transactionId)));
+        // remove all the linked transactions too..
+        const linkedTransactions = getAllLinkedTransactions(transaction);
+        linkedTransactions.forEach((linkedTransaction) => {
+            actions.push(removeTransactionDetail(linkedTransaction));
+            actions.push(removeTransaction(getTransactionDetailKey(linkedTransaction)));
+        });
+    }
+    return actions;
+}
+function isTransactionDetailInCacheOrFetching(transactionId, state) {
+    const detailKey = getTransactionDetailKey(transactionId);
+    const detail = state.transactionDetailState.transactionDetailById[detailKey];
+    return (detail != null &&
+        (detail.hasValidState() === true || detail.fetchState === 'In-Progress'));
+}
+function getAllFetchLinkedTransactionDetailActions(transactionPayload, state) {
+    const fetchLinkedTransactionActions = [];
+    const currentTransaction = toTransaction(transactionPayload);
+    const linkedTransaction = getAllLinkedTransactions(currentTransaction);
+    const linkedTransactionFiltered = linkedTransaction.filter((value) => isTransactionDetailInCacheOrFetching(value, state) === false);
+    linkedTransactionFiltered.forEach((transactionDetailToFetch) => fetchLinkedTransactionActions.push(fetchTransactionDetail(transactionDetailToFetch, false)));
+    if (linkedTransactionFiltered.length === 0) {
+        console.log('Phew all linked transactions are fetched or there are no linked transactions..');
+    }
+    return fetchLinkedTransactionActions;
+}
+//# sourceMappingURL=transactionDetailEpic.js.map

package/lib/esm/view/transactionDetail/epics/transactionDetailEpic.js.map

@@ -0,0 +1 @@
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recordGet from 'lodash/get';\nimport {ActionsObservable, StateObservable} from 'redux-observable';\nimport {Observable, concat, from, of} from 'rxjs';\nimport {catchError, filter, mergeMap} from 'rxjs/operators';\n\nimport {toTransactionID} from '../../../entity/transaction/payloadTypes/transactionIDPayload';\nimport {\n  TransactionPayload,\n  toTransaction,\n} from '../../../entity/transaction/payloadTypes/transactionPayload';\nimport {\n  Transaction,\n  TransactionID,\n} from '../../../entity/transaction/stateTypes/transaction';\nimport {toVendorTransactionTypeStrict} from '../../../entity/transaction/stateTypes/transactionType';\nimport {\n  removeTransaction,\n  updateTransaction,\n} from '../../../entity/transaction/transactionReducer';\nimport {getSupportedTransactionById} from '../../../entity/transaction/transactionSelector';\nimport {mapVendorPayloadToVendor} from '../../../entity/vendor/vendorPayload';\nimport {updateVendors} from '../../../entity/vendor/vendorReducer';\nimport {RootState} from '../../../reducer';\nimport {createZeniAPIStatus, isSuccessResponse} from '../../../responsePayload';\nimport {ZeniAPI} from '../../../zeniAPI';\nimport {fetchAccountList} from '../../accountList/accountListReducer';\nimport {fetchClassList} from '../../classList/classListReducer';\nimport {getInitializedTransactionVendorLocalData} from '../../commonVendorView/transactionVendorView/transactionVendorLocalDataHelper';\nimport {updateTransactionVendorLocalData} from '../../commonVendorView/transactionVendorView/transactionVendorViewReducer';\nimport {fetchOwnerList} from '../../ownerList/ownerListReducer';\nimport {fetchProjectList} from '../../projectList/projectListReducer';\nimport {updateSortUiState} from '../../vendorList/vendorListReducer';\nimport {TransactionDetailResponse} from '../transactionDetailPayload';\nimport {\n  fetchTransactionDetail,\n  initializeTransactionDetailLocalData,\n  removeTransactionDetail,\n  updateTransactionDetailFetchState,\n} from '../transactionDetailReducer';\nimport {\n  getAllLinkedTransactions,\n  getTransactionDetailKey,\n} from '../transactionDetailState';\n\nexport type ActionType =\n  | ReturnType<typeof fetchTransactionDetail>\n  | ReturnType<typeof updateTransaction>\n  | ReturnType<typeof updateTransactionDetailFetchState>\n  | ReturnType<typeof initializeTransactionDetailLocalData>\n  | ReturnType<typeof removeTransaction>\n  | ReturnType<typeof removeTransactionDetail>\n  | ReturnType<typeof fetchClassList>\n  | ReturnType<typeof fetchProjectList>\n  | ReturnType<typeof fetchAccountList>\n  | ReturnType<typeof updateSortUiState>\n  | ReturnType<typeof updateVendors>\n  | ReturnType<typeof updateTransactionVendorLocalData>\n  | ReturnType<typeof fetchOwnerList>;\n\nexport const fetchTransactionDetailEpic = (\n  actions$: ActionsObservable<ActionType>,\n  state$: StateObservable<RootState>,\n  zeniAPI: ZeniAPI\n): Observable<ActionType> =>\n  actions$.pipe(\n    filter(fetchTransactionDetail.match),\n    mergeMap((action) => {\n      const {transactionId, cacheOverride} = action.payload;\n      const detailKey = getTransactionDetailKey(transactionId);\n      const transactionActions: ActionType[] = [];\n\n      if (cacheOverride === true) {\n        const transaction = getSupportedTransactionById(\n          state$.value.transactionState,\n          detailKey\n        );\n        transactionActions.push(\n          ...removeCompleteTransaction(transactionId, transaction)\n        );\n      }\n\n      const transactionDetail = recordGet(\n        state$.value.transactionDetailState.transactionDetailById,\n        detailKey,\n        undefined\n      );\n\n      if (\n        cacheOverride === true ||\n        transactionDetail == null ||\n        (transactionDetail.hasValidState() === false &&\n          transactionDetail.fetchState !== 'In-Progress')\n      ) {\n        const accountList =\n          state$.value.accountListState.byReportId.accountList;\n        if (\n          accountList.hasValidState() === false &&\n          accountList.fetchState !== 'In-Progress'\n        ) {\n          transactionActions.push(fetchAccountList('accountList'));\n        }\n        const classList = state$.value.classListState;\n        if (\n          classList.hasValidState() === false &&\n          classList.fetchState !== 'In-Progress'\n        ) {\n          transactionActions.push(fetchClassList());\n        }\n        const projectList = state$.value.projectListState;\n        if (\n          projectList.hasValidState() === false &&\n          projectList.fetchState !== 'In-Progress'\n        ) {\n          transactionActions.push(fetchProjectList());\n        }\n\n        transactionActions.push(\n          updateTransactionDetailFetchState(transactionId, 'In-Progress')\n        );\n\n        const query = {transaction_type: transactionId.type};\n        const getTransactionDetail$ = zeniAPI\n          .getJSON<TransactionDetailResponse>(\n            `${\n              zeniAPI.apiEndPoints.accountMicroServiceBaseUrl\n            }/1.0/transactions/${transactionId.id}?query=${encodeURIComponent(\n              JSON.stringify(query)\n            )}`\n          )\n          .pipe(\n            mergeMap((response) => {\n              if (\n                isSuccessResponse(response) &&\n                response.data?.transaction?.transaction_id != null\n              ) {\n                const updateActions: ActionType[] = [];\n                const transcationId = toTransactionID(\n                  response.data.transaction\n                );\n\n                const responseData = {\n                  ...response.data,\n                  vendors:\n                    response.data.vendors?.map((vendor) => ({\n                      ...vendor,\n                      vendor_id: vendor.qbo_id ?? vendor.vendor_id,\n                    })) ?? [],\n                };\n\n                if (responseData.vendors.length > 0) {\n                  updateActions.push(\n                    updateVendors(responseData.vendors, 'merge')\n                  );\n                }\n                const transactionDetailKeyForResponse =\n                  getTransactionDetailKey(transcationId);\n                updateActions.push(\n                  updateTransaction(\n                    transactionDetailKeyForResponse,\n                    responseData.transaction\n                  )\n                );\n                updateActions.push(\n                  initializeTransactionDetailLocalData({\n                    transactionId: transcationId,\n                    vendorId: responseData.vendors[0]?.vendor_id,\n                  })\n                );\n                updateActions.push(\n                  updateTransactionDetailFetchState(transcationId, 'Completed')\n                );\n                // IMPORTANT: Fetch linked transactions..\n                updateActions.push(\n                  ...getAllFetchLinkedTransactionDetailActions(\n                    responseData.transaction,\n                    state$.value\n                  )\n                );\n                if (responseData.vendors.length > 0) {\n                  updateActions.push(\n                    updateTransactionVendorLocalData({\n                      vendorId: responseData.vendors[0].vendor_id,\n                      localData: getInitializedTransactionVendorLocalData(\n                        mapVendorPayloadToVendor(responseData.vendors[0])\n                      ),\n                    })\n                  );\n                }\n                // If vendor transaction, fetch owners list\n                if (\n                  toVendorTransactionTypeStrict(\n                    responseData.transaction.transaction_type\n                  ) != null\n                ) {\n                  updateActions.push(fetchOwnerList());\n                }\n                return from(updateActions);\n              } else {\n                return of(\n                  updateTransactionDetailFetchState(\n                    action.payload.transactionId,\n                    'Error',\n                    response.status\n                  )\n                );\n              }\n            }),\n            catchError((error) => {\n              console.error(`REST API call errored out ${error}`);\n              return of(\n                updateTransactionDetailFetchState(\n                  action.payload.transactionId,\n                  'Error',\n                  createZeniAPIStatus(\n                    'Unexpected Error',\n                    `REST API call errored out ${error}`\n                  )\n                )\n              );\n            })\n          );\n\n        return concat(from(transactionActions), getTransactionDetail$);\n      } else {\n        return from(transactionActions);\n      }\n    })\n  );\n\n/**\n * Helper functions\n */\n\nfunction removeCompleteTransaction(\n  transactionId: TransactionID,\n  transaction: Transaction | undefined\n): ActionType[] {\n  const actions: ActionType[] = [];\n  actions.push(removeTransactionDetail(transactionId));\n  if (transaction != null) {\n    actions.push(removeTransaction(getTransactionDetailKey(transactionId)));\n    // remove all the linked transactions too..\n    const linkedTransactions = getAllLinkedTransactions(transaction);\n    linkedTransactions.forEach((linkedTransaction) => {\n      actions.push(removeTransactionDetail(linkedTransaction));\n      actions.push(\n        removeTransaction(getTransactionDetailKey(linkedTransaction))\n      );\n    });\n  }\n\n  return actions;\n}\n\nfunction isTransactionDetailInCacheOrFetching(\n  transactionId: TransactionID,\n  state: RootState\n): boolean {\n  const detailKey = getTransactionDetailKey(transactionId);\n  const detail = state.transactionDetailState.transactionDetailById[detailKey];\n\n  return (\n    detail != null &&\n    (detail.hasValidState() === true || detail.fetchState === 'In-Progress')\n  );\n}\n\nfunction getAllFetchLinkedTransactionDetailActions(\n  transactionPayload: TransactionPayload,\n  state: RootState\n): ReturnType<typeof fetchTransactionDetail>[] {\n  const fetchLinkedTransactionActions: ReturnType<\n    typeof fetchTransactionDetail\n  >[] = [];\n\n  const currentTransaction = toTransaction(transactionPayload);\n  const linkedTransaction = getAllLinkedTransactions(currentTransaction);\n\n  const linkedTransactionFiltered = linkedTransaction.filter(\n    (value) => isTransactionDetailInCacheOrFetching(value, state) === false\n  );\n\n  linkedTransactionFiltered.forEach((transactionDetailToFetch) =>\n    fetchLinkedTransactionActions.push(\n      fetchTransactionDetail(transactionDetailToFetch, false)\n    )\n  );\n  if (linkedTransactionFiltered.length === 0) {\n    console.log(\n      'Phew all linked transactions are fetched or there are no linked transactions..'\n    );\n  }\n  return fetchLinkedTransactionActions;\n}\n"]}

package/lib/esm/view/transactionDetail/epics/updateTransactionDetailEpic.js

@@ -0,0 +1,294 @@
+import recordGet from 'lodash/get';
+import { from, of } from 'rxjs';
+import { catchError, filter, mergeMap } from 'rxjs/operators';
+import { toRecommendationPayload } from '../../../commonPayloadTypes/recommendationPayload';
+import { openSnackbar } from '../../../entity/snackbar/snackbarReducer';
+import { toCustomerTransactionPayload } from '../../../entity/transaction/payloadTypes/customerTransactionPayload';
+import { toTransferTransactionPayload } from '../../../entity/transaction/payloadTypes/otherTransactionPayload';
+import { toTransactionID } from '../../../entity/transaction/payloadTypes/transactionIDPayload';
+import { injectCOTFlagsIntoTransactionPayload, toTransactionPayload, } from '../../../entity/transaction/payloadTypes/transactionPayload';
+import { toVendorTransactionPayload, toVendorTransactionWithCustomerPayload, } from '../../../entity/transaction/payloadTypes/vendorTransactionPayload';
+import { isCustomerTransaction, } from '../../../entity/transaction/stateTypes/customerTransaction';
+import { isTransferTransaction, } from '../../../entity/transaction/stateTypes/otherTransaction';
+import { toJEAndDepositTransactionTypeStrict, toVendorTransactionTypeStrict, } from '../../../entity/transaction/stateTypes/transactionType';
+import { isVendorTransaction, } from '../../../entity/transaction/stateTypes/vendorTransaction';
+import toSupportedTransaction from '../../../entity/transaction/toSupportedTransaction';
+import { getTransactionWithCOT } from '../../../entity/transaction/transactionHelper';
+import { updateTransaction, updateTransactions, } from '../../../entity/transaction/transactionReducer';
+import { getSupportedTransactionById } from '../../../entity/transaction/transactionSelector';
+import { updateVendors } from '../../../entity/vendor/vendorReducer';
+import { getVendorByVendorId } from '../../../entity/vendor/vendorSelector';
+import { createZeniAPIStatus, isActionNotAllowed, isSuccessResponse, } from '../../../responsePayload';
+import { getUncategorizedAccounts } from '../../accountList/accountListSelector';
+import { getPendingReviewLineIdsFromTransaction } from '../../expenseAutomationView/helpers/transactionCategorizationLocalDataHelper';
+import { syncTransactionCategorizationFromDetailSave } from '../../expenseAutomationView/reducers/transactionsViewReducer';
+import { initializeTransactionDetailLocalData, markTransactionAsNotMiscategorized, updateStatusConsolidatedSaveTransactionDetail, updateTransactionDetail, updateTransactionDetailSaveStatus, updateTransactionStateIfUpdateActionNotAllowed, } from '../transactionDetailReducer';
+import { getTransactionDetailKey, } from '../transactionDetailState';
+import { isTransactionUncategorized } from './saveTransactionHelper';
+export const updateTransactionDetailEpic = (actions$, state$, zeniAPI) => actions$.pipe(filter(updateTransactionDetail.match), mergeMap((action) => {
+    const { transactionState, vendorState, transactionDetailState } = state$.value;
+    const { cotTransactionTracking, transactionId, transactionSaveUpdates, isUncategorizedExpenseCategoryEnabled, } = action.payload;
+    return zeniAPI
+        .putAndGetJSON(`${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/transactions/${action.payload.transactionId.id}/categorize`, preparePayload(transactionState, vendorState, transactionDetailState, transactionId, transactionSaveUpdates, cotTransactionTracking))
+        .pipe(mergeMap((response) => {
+        if (isSuccessResponse(response) && response.data != null) {
+            const transactionIdResp = toTransactionID(response.data.transaction);
+            const transactionDetailKeyForResponse = getTransactionDetailKey(transactionIdResp);
+            const tranDetail = recordGet(transactionDetailState.transactionDetailById, transactionDetailKeyForResponse, undefined);
+            const tranVendorUpdates = tranDetail?.transactionDetailLocalData.vendorUpdates;
+            let vendorUpdates = undefined;
+            if (tranVendorUpdates?.qboId != null) {
+                const vendor = getVendorByVendorId(vendorState, tranVendorUpdates.qboId);
+                if (vendor != null) {
+                    vendorUpdates = {
+                        id: vendor?.qboId,
+                        name: vendor?.name,
+                    };
+                }
+                else if (tranVendorUpdates.name != null) {
+                    vendorUpdates = {
+                        id: tranVendorUpdates.qboId,
+                        name: tranVendorUpdates.name,
+                    };
+                }
+            }
+            const actions = [];
+            if (response.data.vendors != null) {
+                actions.push(updateVendors(response.data.vendors, 'merge'));
+            }
+            actions.push(updateTransaction(transactionDetailKeyForResponse, response.data.transaction));
+            actions.push(initializeTransactionDetailLocalData({
+                transactionId: transactionIdResp,
+                vendorId: response.data.vendors?.[0]?.vendor_id,
+            }));
+            actions.push(updateTransactionDetailSaveStatus(transactionIdResp, 'Completed'));
+            let callMarkTransactionAsNotMiscategorized = true;
+            // NOTE: If tran is vendorType OR JE OR Deposit transaction and there is no vendor chosen on this tranaction while saving,
+            // then we need to skip mark-miscategorized-as-correct api call
+            if (toVendorTransactionTypeStrict(response.data.transaction.transaction_type) != null ||
+                toJEAndDepositTransactionTypeStrict(response.data.transaction.transaction_type) != null) {
+                const isAnyClassMissing = checkIfClassMissingForAnyLineItem(response.data.transaction);
+                const isVendorOrCustomerMissingInAnyLine = toJEAndDepositTransactionTypeStrict(response.data.transaction.transaction_type) != null &&
+                    checkIfVendorOrCustomerMissingForAnyLineItem(response.data.transaction);
+                if ((vendorUpdates?.id == null &&
+                    isVendorOrCustomerMissingInAnyLine == true) ||
+                    isAnyClassMissing == true) {
+                    callMarkTransactionAsNotMiscategorized = false;
+                }
+            }
+            const uncategorizedIncomeExpense = getUncategorizedAccounts(state$.value.accountState, state$.value.accountListState, 'accountList');
+            const transaction = toSupportedTransaction(response.data.transaction);
+            const isTransactionUnCategorized = isTransactionUncategorized(transaction, uncategorizedIncomeExpense);
+            if (action.payload.transactionSaveUpdates.markAsMiscatUpdates ===
+                true &&
+                callMarkTransactionAsNotMiscategorized === true &&
+                isTransactionUnCategorized === false) {
+                actions.push(markTransactionAsNotMiscategorized(transactionIdResp, action.payload.transactionSaveUpdates, action.payload.isExpenseAutomationEnabled));
+            }
+            else {
+                actions.push(updateStatusConsolidatedSaveTransactionDetail({
+                    transactionId: action.payload.transactionId,
+                    fetchState: 'Completed',
+                }));
+                if (action.payload.transactionSaveUpdates.anyBulkUpdates === true) {
+                    actions.push(openSnackbar({
+                        messageSection: 'transactionDetails_updatingPastTransactions',
+                        messageText: 'success',
+                        type: 'success',
+                    }));
+                }
+                else {
+                    actions.push(openSnackbar({
+                        messageSection: 'transactionDetails_transactionUpdated',
+                        messageText: 'success',
+                        type: 'success',
+                    }));
+                }
+            }
+            // Sync transaction categorization list state from detail save
+            // Updates list-keyed canonical entity so the list selector reads fresh data
+            actions.push(updateTransactions([response.data.transaction], (value) => value.transaction_id, 'merge'));
+            const transactionWithCOT = getTransactionWithCOT(transaction);
+            const pendingReviewLineIds = getPendingReviewLineIdsFromTransaction(transactionWithCOT);
+            actions.push(syncTransactionCategorizationFromDetailSave(transactionIdResp, transactionWithCOT, pendingReviewLineIds, uncategorizedIncomeExpense, isUncategorizedExpenseCategoryEnabled));
+            return from(actions);
+        }
+        else if (isActionNotAllowed(response)) {
+            return of(updateTransactionDetailSaveStatus(action.payload.transactionId, 'Error', response.status), updateTransactionStateIfUpdateActionNotAllowed({
+                transactionId: action.payload.transactionId,
+            }));
+        }
+        else {
+            return of(updateTransactionDetailSaveStatus(action.payload.transactionId, 'Error', response.status));
+        }
+    }), catchError((error) => of(updateTransactionDetailSaveStatus(action.payload.transactionId, 'Error', createZeniAPIStatus('Unexpected Error', `REST API call errored out ${error}`)))));
+}));
+function preparePayload(transactionState, vendorState, transactionDetailState, transactionId, saveUpdates, cotTransactionTracking) {
+    const transactionDetailKey = getTransactionDetailKey(transactionId);
+    const detail = getSupportedTransactionById(transactionState, transactionDetailKey);
+    const tranDetail = recordGet(transactionDetailState.transactionDetailById, transactionDetailKey, undefined);
+    const tranVendorUpdates = tranDetail?.transactionDetailLocalData.vendorUpdates;
+    const tranCustomerUpdates = tranDetail?.transactionDetailLocalData.customerUpdates;
+    const currentSelectedEntity = tranDetail?.transactionDetailLocalData.selectedEntity;
+    let vendorUpdates = undefined;
+    if (tranVendorUpdates?.qboId != null &&
+        currentSelectedEntity != null &&
+        currentSelectedEntity.type === 'vendor') {
+        const vendor = getVendorByVendorId(vendorState, tranVendorUpdates.qboId);
+        const vendorSource = vendor ?? tranVendorUpdates;
+        if (vendorSource != null) {
+            vendorUpdates = {
+                id: vendorSource.qboId === vendorSource.name
+                    ? ''
+                    : (vendorSource.qboId ?? ''),
+                name: vendorSource.name,
+            };
+        }
+    }
+    let customerUpdates = undefined;
+    if (tranCustomerUpdates?.qboId != null &&
+        currentSelectedEntity != null &&
+        currentSelectedEntity.type === 'customer') {
+        customerUpdates = {
+            id: tranCustomerUpdates.qboId,
+            name: tranCustomerUpdates.name,
+        };
+    }
+    if (detail != null) {
+        const transUpdates = toTransactionUpdatePayload(saveUpdates.updates, detail, cotTransactionTracking, vendorUpdates, customerUpdates, currentSelectedEntity);
+        const entityUpdates = toEntityUpdatePayload(saveUpdates.entityRelatedUpdates);
+        return {
+            entity_related_updates: entityUpdates,
+            transaction_id: transactionId.id,
+            transaction: transUpdates,
+        };
+    }
+    return undefined;
+}
+const toTransactionUpdatePayload = (updates, detail, cotTransactionTracking, vendorUpdates, customerUpdates, tranSelectedEntity) => {
+    const transaction = Object.assign({}, detail);
+    transaction.memo = updates.memo ?? '';
+    // Unlike `memo` (always reset to '' when absent), `documentId` falls back to
+    // the existing value rather than ''. Only the journal-entry title is
+    // user-editable; for every other transaction type `updates.documentId` is
+    // either the unchanged current value or undefined, and we must not send an
+    // empty `document_id` that the server would treat as clearing the number.
+    transaction.documentId = updates.documentId ?? transaction.documentId;
+    const recommendationUpdates = {};
+    for (const key in updates.updatesByLineId) {
+        const lineUpdates = updates.updatesByLineId[key];
+        const newLineMap = transaction.lines?.map((line) => {
+            if (line.id === key) {
+                const lineTobeUpdated = Object.assign({}, line);
+                lineTobeUpdated.lineDescription = lineUpdates.lineDescription ?? '';
+                if (lineUpdates.class != null) {
+                    lineTobeUpdated.class = lineUpdates.class;
+                }
+                if (lineUpdates.account != null) {
+                    lineTobeUpdated.account = lineUpdates.account;
+                }
+                if (lineUpdates.project != null) {
+                    lineTobeUpdated.project = lineUpdates.project;
+                }
+                if (lineUpdates.customer != null) {
+                    lineTobeUpdated.customer = lineUpdates.customer;
+                }
+                else {
+                    lineTobeUpdated.customer = undefined;
+                }
+                if (lineUpdates.vendor != null) {
+                    lineTobeUpdated.vendor = lineUpdates.vendor;
+                }
+                else {
+                    lineTobeUpdated.vendor = undefined;
+                }
+                if (lineUpdates.recommendation != null) {
+                    recommendationUpdates[line.id] = lineUpdates.recommendation;
+                }
+                // Add COT viewing flags to the line from cotTransactionTracking
+                const cotTrackingForLine = cotTransactionTracking?.find((item) => item.lineId === line.id);
+                if (cotTrackingForLine) {
+                    lineTobeUpdated.cotViewingFlags = {
+                        vendor: cotTrackingForLine.vendor,
+                        category: cotTrackingForLine.category,
+                        class: cotTrackingForLine.class,
+                        lineId: cotTrackingForLine.lineId,
+                    };
+                }
+                return lineTobeUpdated;
+            }
+            return line;
+        });
+        transaction.lines = newLineMap;
+    }
+    transaction.recommendations = recommendationUpdates;
+    // Convert transaction to payload first
+    let basePayload;
+    if (isCustomerTransaction(transaction)) {
+        basePayload = toCustomerTransactionPayload(transaction);
+    }
+    else if (isVendorTransaction(transaction)) {
+        if (tranSelectedEntity != null && tranSelectedEntity.type === 'customer') {
+            basePayload = toVendorTransactionWithCustomerPayload(transaction, customerUpdates);
+        }
+        else {
+            basePayload = toVendorTransactionPayload(transaction, vendorUpdates);
+        }
+    }
+    else if (isTransferTransaction(transaction)) {
+        basePayload = toTransferTransactionPayload(transaction);
+    }
+    else {
+        basePayload = toTransactionPayload(transaction);
+    }
+    // Inject COT flags into the payload
+    return injectCOTFlagsIntoTransactionPayload(basePayload, transaction);
+};
+const checkIfClassMissingForAnyLineItem = (transactionPayload) => {
+    let isAnyClassMissing = false;
+    if (transactionPayload.lines != null) {
+        transactionPayload.lines.forEach((line) => {
+            if (line.line_detail?.class
+                ?.accounting_class_id == null) {
+                isAnyClassMissing = true;
+            }
+        });
+    }
+    return isAnyClassMissing;
+};
+const checkIfVendorOrCustomerMissingForAnyLineItem = (transactionPayload) => {
+    let isAnyVendorOrCustomerMissing = false;
+    if (transactionPayload.lines != null) {
+        transactionPayload.lines.forEach((line) => {
+            if (line.line_detail
+                ?.vendor == null &&
+                line.line_detail
+                    ?.customer == null) {
+                isAnyVendorOrCustomerMissing = true;
+            }
+        });
+    }
+    return isAnyVendorOrCustomerMissing;
+};
+const toEntityUpdatePayload = (entityUpdates) => {
+    const entityUpdatesPayload = [];
+    let entityKey;
+    for (entityKey in entityUpdates) {
+        const entityUpdate = entityUpdates[entityKey];
+        const entityUpdatePayload = {
+            recommendations: toRecommendationPayload(entityUpdate.recommendations),
+            entity_id: entityUpdate.entityId,
+            entity_type: entityUpdate.entityType,
+            is_bulk_update: entityUpdate.isBulkUpdate,
+            updated_entity_id: entityUpdate.updatedEntityId,
+        };
+        // Add vendor_name if it's a vendor entity and name is provided
+        if (entityUpdate.entityType === 'vendor' &&
+            entityUpdate.vendorName != null) {
+            entityUpdatePayload.vendor_name = entityUpdate.vendorName;
+        }
+        entityUpdatesPayload.push(entityUpdatePayload);
+    }
+    return entityUpdatesPayload;
+};
+//# sourceMappingURL=updateTransactionDetailEpic.js.map

package/lib/esm/view/transactionDetail/epics/updateTransactionDetailEpic.js.map

@@ -0,0 +1 @@
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recordGet from 'lodash/get';\nimport {ActionsObservable, StateObservable} from 'redux-observable';\nimport {from, of} from 'rxjs';\nimport {catchError, filter, mergeMap} from 'rxjs/operators';\n\nimport {toRecommendationPayload} from '../../../commonPayloadTypes/recommendationPayload';\nimport {COTTransactionTracking} from '../../../commonStateTypes/recommendationBase';\nimport {CustomerBase} from '../../../entity/customer/customerState';\nimport {Entity} from '../../../entity/genericEntity/entity';\nimport {openSnackbar} from '../../../entity/snackbar/snackbarReducer';\nimport {toCustomerTransactionPayload} from '../../../entity/transaction/payloadTypes/customerTransactionPayload';\nimport {toTransferTransactionPayload} from '../../../entity/transaction/payloadTypes/otherTransactionPayload';\nimport {toTransactionID} from '../../../entity/transaction/payloadTypes/transactionIDPayload';\nimport {TransactionWithAccountAndClassLinePayload} from '../../../entity/transaction/payloadTypes/transactionLinePayload';\nimport {\n  TransactionPayload,\n  injectCOTFlagsIntoTransactionPayload,\n  toTransactionPayload,\n} from '../../../entity/transaction/payloadTypes/transactionPayload';\nimport {\n  toVendorTransactionPayload,\n  toVendorTransactionWithCustomerPayload,\n} from '../../../entity/transaction/payloadTypes/vendorTransactionPayload';\nimport {\n  CustomerTransaction,\n  isCustomerTransaction,\n} from '../../../entity/transaction/stateTypes/customerTransaction';\nimport {\n  TransferTransaction,\n  isTransferTransaction,\n} from '../../../entity/transaction/stateTypes/otherTransaction';\nimport {\n  RecommendationByLineId,\n  TransactionID,\n} from '../../../entity/transaction/stateTypes/transaction';\nimport {\n  LineWithCOTTracking,\n  TransactionWithAccountAndClassLineWithCOTTracking,\n} from '../../../entity/transaction/stateTypes/transactionLine';\nimport {\n  toJEAndDepositTransactionTypeStrict,\n  toVendorTransactionTypeStrict,\n} from '../../../entity/transaction/stateTypes/transactionType';\nimport {\n  VendorTransaction,\n  VendorTransactionWithCustomer,\n  isVendorTransaction,\n} from '../../../entity/transaction/stateTypes/vendorTransaction';\nimport toSupportedTransaction from '../../../entity/transaction/toSupportedTransaction';\nimport {getTransactionWithCOT} from '../../../entity/transaction/transactionHelper';\nimport {\n  updateTransaction,\n  updateTransactions,\n} from '../../../entity/transaction/transactionReducer';\nimport {getSupportedTransactionById} from '../../../entity/transaction/transactionSelector';\nimport {\n  SupportedTransaction,\n  SupportedTransactionPayload,\n  TransactionState,\n} from '../../../entity/transaction/transactionState';\nimport {updateVendors} from '../../../entity/vendor/vendorReducer';\nimport {getVendorByVendorId} from '../../../entity/vendor/vendorSelector';\nimport {VendorBase, VendorState} from '../../../entity/vendor/vendorState';\nimport {RootState} from '../../../reducer';\nimport {\n  createZeniAPIStatus,\n  isActionNotAllowed,\n  isSuccessResponse,\n} from '../../../responsePayload';\nimport {ZeniAPI} from '../../../zeniAPI';\nimport {getUncategorizedAccounts} from '../../accountList/accountListSelector';\nimport {getPendingReviewLineIdsFromTransaction} from '../../expenseAutomationView/helpers/transactionCategorizationLocalDataHelper';\nimport {syncTransactionCategorizationFromDetailSave} from '../../expenseAutomationView/reducers/transactionsViewReducer';\nimport {EntityRecommendationKey} from '../../recommendation/recommendationState';\nimport {\n  EntityRelatedUpdatesPayload,\n  TransactionDetailUpdateResponse,\n  UpdateTransactionDetailPayload,\n} from '../transactionDetailPayload';\nimport {\n  initializeTransactionDetailLocalData,\n  markTransactionAsNotMiscategorized,\n  updateStatusConsolidatedSaveTransactionDetail,\n  updateTransactionDetail,\n  updateTransactionDetailSaveStatus,\n  updateTransactionStateIfUpdateActionNotAllowed,\n} from '../transactionDetailReducer';\nimport {\n  EntityRelatedRecommendationUpdates,\n  TransactionDetailState,\n  TransactionSaveUpdates,\n  TransactionUpdates,\n  getTransactionDetailKey,\n} from '../transactionDetailState';\nimport {isTransactionUncategorized} from './saveTransactionHelper';\n\nexport type ActionType =\n  | ReturnType<typeof updateTransactionDetail>\n  | ReturnType<typeof updateTransaction>\n  | ReturnType<typeof updateTransactions>\n  | ReturnType<typeof updateTransactionStateIfUpdateActionNotAllowed>\n  | ReturnType<typeof openSnackbar>\n  | ReturnType<typeof updateTransactionDetailSaveStatus>\n  | ReturnType<typeof updateStatusConsolidatedSaveTransactionDetail>\n  | ReturnType<typeof initializeTransactionDetailLocalData>\n  | ReturnType<typeof updateVendors>\n  | ReturnType<typeof markTransactionAsNotMiscategorized>\n  | ReturnType<typeof syncTransactionCategorizationFromDetailSave>;\n\nexport const updateTransactionDetailEpic = (\n  actions$: ActionsObservable<ActionType>,\n  state$: StateObservable<RootState>,\n  zeniAPI: ZeniAPI\n) =>\n  actions$.pipe(\n    filter(updateTransactionDetail.match),\n    mergeMap((action) => {\n      const {transactionState, vendorState, transactionDetailState} =\n        state$.value;\n      const {\n        cotTransactionTracking,\n        transactionId,\n        transactionSaveUpdates,\n        isUncategorizedExpenseCategoryEnabled,\n      } = action.payload;\n      return zeniAPI\n        .putAndGetJSON<TransactionDetailUpdateResponse>(\n          `${zeniAPI.apiEndPoints.accountMicroServiceBaseUrl}/1.0/transactions/${action.payload.transactionId.id}/categorize`,\n          preparePayload(\n            transactionState,\n            vendorState,\n            transactionDetailState,\n            transactionId,\n            transactionSaveUpdates,\n            cotTransactionTracking\n          )\n        )\n        .pipe(\n          mergeMap((response) => {\n            if (isSuccessResponse(response) && response.data != null) {\n              const transactionIdResp = toTransactionID(\n                response.data.transaction\n              );\n              const transactionDetailKeyForResponse =\n                getTransactionDetailKey(transactionIdResp);\n              const tranDetail = recordGet(\n                transactionDetailState.transactionDetailById,\n                transactionDetailKeyForResponse,\n                undefined\n              );\n              const tranVendorUpdates =\n                tranDetail?.transactionDetailLocalData.vendorUpdates;\n              let vendorUpdates: VendorBase | undefined = undefined;\n              if (tranVendorUpdates?.qboId != null) {\n                const vendor = getVendorByVendorId(\n                  vendorState,\n                  tranVendorUpdates.qboId\n                );\n                if (vendor != null) {\n                  vendorUpdates = {\n                    id: vendor?.qboId,\n                    name: vendor?.name,\n                  };\n                } else if (tranVendorUpdates.name != null) {\n                  vendorUpdates = {\n                    id: tranVendorUpdates.qboId,\n                    name: tranVendorUpdates.name,\n                  };\n                }\n              }\n              const actions: ActionType[] = [];\n              if (response.data.vendors != null) {\n                actions.push(updateVendors(response.data.vendors, 'merge'));\n              }\n              actions.push(\n                updateTransaction(\n                  transactionDetailKeyForResponse,\n                  response.data.transaction\n                )\n              );\n              actions.push(\n                initializeTransactionDetailLocalData({\n                  transactionId: transactionIdResp,\n                  vendorId: response.data.vendors?.[0]?.vendor_id,\n                })\n              );\n              actions.push(\n                updateTransactionDetailSaveStatus(\n                  transactionIdResp,\n                  'Completed'\n                )\n              );\n              let callMarkTransactionAsNotMiscategorized = true;\n              // NOTE: If tran is vendorType OR JE OR Deposit transaction and there is no vendor chosen on this tranaction while saving,\n              // then we need to skip mark-miscategorized-as-correct api call\n              if (\n                toVendorTransactionTypeStrict(\n                  response.data.transaction.transaction_type\n                ) != null ||\n                toJEAndDepositTransactionTypeStrict(\n                  response.data.transaction.transaction_type\n                ) != null\n              ) {\n                const isAnyClassMissing = checkIfClassMissingForAnyLineItem(\n                  response.data.transaction\n                );\n                const isVendorOrCustomerMissingInAnyLine =\n                  toJEAndDepositTransactionTypeStrict(\n                    response.data.transaction.transaction_type\n                  ) != null &&\n                  checkIfVendorOrCustomerMissingForAnyLineItem(\n                    response.data.transaction\n                  );\n                if (\n                  (vendorUpdates?.id == null &&\n                    isVendorOrCustomerMissingInAnyLine == true) ||\n                  isAnyClassMissing == true\n                ) {\n                  callMarkTransactionAsNotMiscategorized = false;\n                }\n              }\n\n              const uncategorizedIncomeExpense = getUncategorizedAccounts(\n                state$.value.accountState,\n                state$.value.accountListState,\n                'accountList'\n              );\n\n              const transaction = toSupportedTransaction(\n                response.data.transaction\n              );\n\n              const isTransactionUnCategorized = isTransactionUncategorized(\n                transaction,\n                uncategorizedIncomeExpense\n              );\n\n              if (\n                action.payload.transactionSaveUpdates.markAsMiscatUpdates ===\n                  true &&\n                callMarkTransactionAsNotMiscategorized === true &&\n                isTransactionUnCategorized === false\n              ) {\n                actions.push(\n                  markTransactionAsNotMiscategorized(\n                    transactionIdResp,\n                    action.payload.transactionSaveUpdates,\n                    action.payload.isExpenseAutomationEnabled\n                  )\n                );\n              } else {\n                actions.push(\n                  updateStatusConsolidatedSaveTransactionDetail({\n                    transactionId: action.payload.transactionId,\n                    fetchState: 'Completed',\n                  })\n                );\n                if (\n                  action.payload.transactionSaveUpdates.anyBulkUpdates === true\n                ) {\n                  actions.push(\n                    openSnackbar({\n                      messageSection:\n                        'transactionDetails_updatingPastTransactions',\n                      messageText: 'success',\n                      type: 'success',\n                    })\n                  );\n                } else {\n                  actions.push(\n                    openSnackbar({\n                      messageSection: 'transactionDetails_transactionUpdated',\n                      messageText: 'success',\n                      type: 'success',\n                    })\n                  );\n                }\n              }\n\n              // Sync transaction categorization list state from detail save\n              // Updates list-keyed canonical entity so the list selector reads fresh data\n              actions.push(\n                updateTransactions(\n                  [response.data.transaction],\n                  (value) => value.transaction_id,\n                  'merge'\n                )\n              );\n              const transactionWithCOT = getTransactionWithCOT(transaction);\n              const pendingReviewLineIds =\n                getPendingReviewLineIdsFromTransaction(transactionWithCOT);\n              actions.push(\n                syncTransactionCategorizationFromDetailSave(\n                  transactionIdResp,\n                  transactionWithCOT,\n                  pendingReviewLineIds,\n                  uncategorizedIncomeExpense,\n                  isUncategorizedExpenseCategoryEnabled\n                )\n              );\n\n              return from(actions);\n            } else if (isActionNotAllowed(response)) {\n              return of(\n                updateTransactionDetailSaveStatus(\n                  action.payload.transactionId,\n                  'Error',\n                  response.status\n                ),\n                updateTransactionStateIfUpdateActionNotAllowed({\n                  transactionId: action.payload.transactionId,\n                })\n              );\n            } else {\n              return of(\n                updateTransactionDetailSaveStatus(\n                  action.payload.transactionId,\n                  'Error',\n                  response.status\n                )\n              );\n            }\n          }),\n          catchError((error) =>\n            of(\n              updateTransactionDetailSaveStatus(\n                action.payload.transactionId,\n                'Error',\n                createZeniAPIStatus(\n                  'Unexpected Error',\n                  `REST API call errored out ${error}`\n                )\n              )\n            )\n          )\n        );\n    })\n  );\n\nfunction preparePayload(\n  transactionState: TransactionState,\n  vendorState: VendorState,\n  transactionDetailState: TransactionDetailState,\n  transactionId: TransactionID,\n  saveUpdates: TransactionSaveUpdates,\n  cotTransactionTracking: COTTransactionTracking\n): Partial<UpdateTransactionDetailPayload> | undefined {\n  const transactionDetailKey = getTransactionDetailKey(transactionId);\n  const detail = getSupportedTransactionById(\n    transactionState,\n    transactionDetailKey\n  );\n\n  const tranDetail = recordGet(\n    transactionDetailState.transactionDetailById,\n    transactionDetailKey,\n    undefined\n  );\n\n  const tranVendorUpdates =\n    tranDetail?.transactionDetailLocalData.vendorUpdates;\n  const tranCustomerUpdates =\n    tranDetail?.transactionDetailLocalData.customerUpdates;\n  const currentSelectedEntity =\n    tranDetail?.transactionDetailLocalData.selectedEntity;\n\n  let vendorUpdates: VendorBase | undefined = undefined;\n\n  if (\n    tranVendorUpdates?.qboId != null &&\n    currentSelectedEntity != null &&\n    currentSelectedEntity.type === 'vendor'\n  ) {\n    const vendor = getVendorByVendorId(vendorState, tranVendorUpdates.qboId);\n    const vendorSource = vendor ?? tranVendorUpdates;\n    if (vendorSource != null) {\n      vendorUpdates = {\n        id:\n          vendorSource.qboId === vendorSource.name\n            ? ''\n            : (vendorSource.qboId ?? ''),\n        name: vendorSource.name,\n      };\n    }\n  }\n  let customerUpdates: CustomerBase | undefined = undefined;\n\n  if (\n    tranCustomerUpdates?.qboId != null &&\n    currentSelectedEntity != null &&\n    currentSelectedEntity.type === 'customer'\n  ) {\n    customerUpdates = {\n      id: tranCustomerUpdates.qboId,\n      name: tranCustomerUpdates.name,\n    };\n  }\n\n  if (detail != null) {\n    const transUpdates = toTransactionUpdatePayload(\n      saveUpdates.updates,\n      detail,\n      cotTransactionTracking,\n      vendorUpdates,\n      customerUpdates,\n      currentSelectedEntity\n    );\n    const entityUpdates = toEntityUpdatePayload(\n      saveUpdates.entityRelatedUpdates\n    );\n    return {\n      entity_related_updates: entityUpdates,\n      transaction_id: transactionId.id,\n      transaction: transUpdates,\n    };\n  }\n  return undefined;\n}\n\nconst toTransactionUpdatePayload = (\n  updates: TransactionUpdates,\n  detail: SupportedTransaction,\n  cotTransactionTracking: COTTransactionTracking,\n  vendorUpdates?: VendorBase,\n  customerUpdates?: CustomerBase,\n  tranSelectedEntity?: Entity\n): Partial<TransactionPayload> => {\n  const transaction = Object.assign({}, detail);\n  transaction.memo = updates.memo ?? '';\n  // Unlike `memo` (always reset to '' when absent), `documentId` falls back to\n  // the existing value rather than ''. Only the journal-entry title is\n  // user-editable; for every other transaction type `updates.documentId` is\n  // either the unchanged current value or undefined, and we must not send an\n  // empty `document_id` that the server would treat as clearing the number.\n  transaction.documentId = updates.documentId ?? transaction.documentId;\n  const recommendationUpdates: RecommendationByLineId = {};\n  for (const key in updates.updatesByLineId) {\n    const lineUpdates = updates.updatesByLineId[key];\n    const newLineMap: LineWithCOTTracking[] | undefined =\n      transaction.lines?.map((line) => {\n        if (line.id === key) {\n          const lineTobeUpdated = Object.assign(\n            {},\n            line\n          ) as TransactionWithAccountAndClassLineWithCOTTracking;\n          lineTobeUpdated.lineDescription = lineUpdates.lineDescription ?? '';\n          if (lineUpdates.class != null) {\n            lineTobeUpdated.class = lineUpdates.class;\n          }\n          if (lineUpdates.account != null) {\n            lineTobeUpdated.account = lineUpdates.account;\n          }\n          if (lineUpdates.project != null) {\n            lineTobeUpdated.project = lineUpdates.project;\n          }\n\n          if (lineUpdates.customer != null) {\n            lineTobeUpdated.customer = lineUpdates.customer;\n          } else {\n            lineTobeUpdated.customer = undefined;\n          }\n          if (lineUpdates.vendor != null) {\n            lineTobeUpdated.vendor = lineUpdates.vendor;\n          } else {\n            lineTobeUpdated.vendor = undefined;\n          }\n\n          if (lineUpdates.recommendation != null) {\n            recommendationUpdates[line.id] = lineUpdates.recommendation;\n          }\n\n          // Add COT viewing flags to the line from cotTransactionTracking\n          const cotTrackingForLine = cotTransactionTracking?.find(\n            (item) => item.lineId === line.id\n          );\n\n          if (cotTrackingForLine) {\n            lineTobeUpdated.cotViewingFlags = {\n              vendor: cotTrackingForLine.vendor,\n              category: cotTrackingForLine.category,\n              class: cotTrackingForLine.class,\n              lineId: cotTrackingForLine.lineId,\n            };\n          }\n\n          return lineTobeUpdated;\n        }\n        return line;\n      });\n    transaction.lines = newLineMap;\n  }\n  transaction.recommendations = recommendationUpdates;\n\n  // Convert transaction to payload first\n  let basePayload: Partial<TransactionPayload>;\n  if (isCustomerTransaction(transaction)) {\n    basePayload = toCustomerTransactionPayload(\n      transaction as CustomerTransaction\n    );\n  } else if (isVendorTransaction(transaction)) {\n    if (tranSelectedEntity != null && tranSelectedEntity.type === 'customer') {\n      basePayload = toVendorTransactionWithCustomerPayload(\n        transaction as VendorTransactionWithCustomer,\n        customerUpdates\n      );\n    } else {\n      basePayload = toVendorTransactionPayload(\n        transaction as VendorTransaction,\n        vendorUpdates\n      );\n    }\n  } else if (isTransferTransaction(transaction)) {\n    basePayload = toTransferTransactionPayload(\n      transaction as TransferTransaction\n    );\n  } else {\n    basePayload = toTransactionPayload(transaction);\n  }\n\n  // Inject COT flags into the payload\n  return injectCOTFlagsIntoTransactionPayload(basePayload, transaction);\n};\n\nconst checkIfClassMissingForAnyLineItem = (\n  transactionPayload: SupportedTransactionPayload\n): boolean => {\n  let isAnyClassMissing = false;\n  if (transactionPayload.lines != null) {\n    transactionPayload.lines.forEach((line) => {\n      if (\n        (line as TransactionWithAccountAndClassLinePayload).line_detail?.class\n          ?.accounting_class_id == null\n      ) {\n        isAnyClassMissing = true;\n      }\n    });\n  }\n  return isAnyClassMissing;\n};\n\nconst checkIfVendorOrCustomerMissingForAnyLineItem = (\n  transactionPayload: SupportedTransactionPayload\n): boolean => {\n  let isAnyVendorOrCustomerMissing = false;\n  if (transactionPayload.lines != null) {\n    transactionPayload.lines.forEach((line) => {\n      if (\n        (line as TransactionWithAccountAndClassLinePayload).line_detail\n          ?.vendor == null &&\n        (line as TransactionWithAccountAndClassLinePayload).line_detail\n          ?.customer == null\n      ) {\n        isAnyVendorOrCustomerMissing = true;\n      }\n    });\n  }\n  return isAnyVendorOrCustomerMissing;\n};\n\nconst toEntityUpdatePayload = (\n  entityUpdates: Record<\n    EntityRecommendationKey,\n    EntityRelatedRecommendationUpdates\n  >\n) => {\n  const entityUpdatesPayload: EntityRelatedUpdatesPayload[] = [];\n\n  let entityKey: EntityRecommendationKey;\n  for (entityKey in entityUpdates) {\n    const entityUpdate = entityUpdates[entityKey];\n    const entityUpdatePayload: EntityRelatedUpdatesPayload = {\n      recommendations: toRecommendationPayload(entityUpdate.recommendations),\n      entity_id: entityUpdate.entityId,\n      entity_type: entityUpdate.entityType,\n      is_bulk_update: entityUpdate.isBulkUpdate,\n      updated_entity_id: entityUpdate.updatedEntityId,\n    };\n\n    // Add vendor_name if it's a vendor entity and name is provided\n    if (\n      entityUpdate.entityType === 'vendor' &&\n      entityUpdate.vendorName != null\n    ) {\n      entityUpdatePayload.vendor_name = entityUpdate.vendorName;\n    }\n    entityUpdatesPayload.push(entityUpdatePayload);\n  }\n  return entityUpdatesPayload;\n};\n"]}