@zeniai/client-epic-state 5.1.18-betaDI3 → 5.1.18-betaDI5

package/lib/esm/view/transactionDetail/journalEntryLinesViewModel.js.map

@@ -1 +0,0 @@
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Keeps presentation-agnostic\n * logic — totals, sort, line-filter — colocated in epic-state so it\n * is testable and reusable.\n */\n\n// ---------------------------------------------------------------------------\n// Sort keys\n// ---------------------------------------------------------------------------\n\nexport const JOURNAL_ENTRY_SORT_KEYS = [\n  'description',\n  'name',\n  'category',\n  'class',\n  'debit',\n  'credit',\n] as const;\n\nexport const toJournalEntrySortKey = (v: string) =>\n  stringToUnion(v, JOURNAL_ENTRY_SORT_KEYS);\n\nexport type JournalEntrySortKey = ReturnType<typeof toJournalEntrySortKey>;\n\nexport interface JournalEntryRowSortConfig {\n  sortKey: JournalEntrySortKey;\n  sortOrder: SortOrder;\n}\n\nexport const journalEntryDefaultSortConfig: JournalEntryRowSortConfig = {\n  sortKey: 'description',\n  sortOrder: 'ascending',\n};\n\n// ---------------------------------------------------------------------------\n// Totals\n// ---------------------------------------------------------------------------\n\ntype AmountBearer = Pick<TransactionLineBase, 'amount'>;\n\n/**\n * Sums the `amount.amount` field of every line and returns an `Amount`\n * whose currencyCode/currencySymbol are taken from the first line.\n * Returns `undefined` for an empty list, and also when the first line\n * has no currency to carry — a stray bare number with no symbol is\n * worse to render than nothing, so the caller is forced to handle the\n * absence.\n *\n * **Precondition:** all input lines must share a currency. Journal\n * entry lines on the same transaction always do, which is the only\n * caller today. Mixed-currency input is summed numerically (no FX\n * conversion) and tagged with the first line's currency, which will\n * silently produce a wrong total — if this helper is ever reused for\n * a cross-currency aggregate (e.g. a multi-transaction report), the\n * caller must pre-group by currency before calling.\n *\n * Mirrors legacy `calculateTotal` in\n * `web-components/src/components/transactionDetail/items/TransactionLinesJournalEntry.tsx`\n * but without the `Object.assign` ceremony and with stable currency carry-over.\n */\nexport const sumJournalEntryAmounts = (\n  lines: ReadonlyArray<AmountBearer>\n): Amount | undefined => {\n  if (lines.length === 0) {\n    return undefined;\n  }\n  const first = lines[0].amount;\n  if (first?.currencyCode == null || first?.currencySymbol == null) {\n    return undefined;\n  }\n  let total = 0;\n  for (const line of lines) {\n    total += line.amount?.amount ?? 0;\n  }\n  return {\n    amount: total,\n    currencyCode: first.currencyCode,\n    currencySymbol: first.currencySymbol,\n  };\n};\n\n/**\n * Splits `lines` by `postingType` into a single debit total and a\n * single credit total — the shape the new flat-table totals row\n * (`JournalEntryTotalsRow` in `web-components`, Figma frame\n * `5177:12750`) needs.\n *\n * The legacy `TransactionLinesJournalEntry` grouped lines into six\n * `JournalEntryItemType` buckets (`debit` / `uncategorizedDebit` /\n * `miscategorizedDebit` plus the credit triplet) for *visual banner\n * headers* in the line list; its bottom totals row was already two\n * combined numbers. The new flat table folds those banners away by\n * design, so we don't surface a per-status breakdown here. If the\n * design ever asks for sub-totals per status, that's a richer shape\n * (`{debit: {total, uncategorized, miscategorized}, credit: {…}}`)\n * and a follow-up — not a v1 of this helper.\n *\n * As a side effect, the legacy `calculateCombinedTotalAmount`\n * `??`/`+` precedence bug (`totalAmount?.amount ?? 0 + (uncat ?? 0) +\n * (miscat ?? 0)` parses as `totalAmount?.amount ?? (0 + uncat +\n * miscat)`, silently dropping the uncat/miscat pieces whenever\n * `totalAmount` was non-nullish) is gone by construction here: there\n * is no separate combine step, just one pass over the lines.\n */\nexport const journalEntryTotalsByPostingSide = (\n  lines: ReadonlyArray<\n    Pick<JournalEntryTransactionLine, 'amount' | 'postingType'>\n  >\n): {creditTotal?: Amount; debitTotal?: Amount} => {\n  const debitLines: AmountBearer[] = [];\n  const creditLines: AmountBearer[] = [];\n  for (const line of lines) {\n    if (line.postingType === 'debit') {\n      debitLines.push(line);\n    } else if (line.postingType === 'credit') {\n      creditLines.push(line);\n    }\n  }\n  return {\n    debitTotal: sumJournalEntryAmounts(debitLines),\n    creditTotal: sumJournalEntryAmounts(creditLines),\n  };\n};\n\n// ---------------------------------------------------------------------------\n// Filter\n// ---------------------------------------------------------------------------\n\n/**\n * Drops `linked_transaction_line` entries — equivalent to legacy\n * `filterOutLinkedTransactionLine` in `transactionDetail.helpers.ts`.\n *\n * The literal lives in `LINE_TYPE_LINKED` next to `LineType` so the\n * filter discriminant stays bound to the union at the type level.\n * Other sites still inlining the literal (see `transactionDetailLocalDataHelper`,\n * `transactionDetailState`, `transactionCategorizationLocalDataHelper`,\n * `transactionLinePayload`, and the mocks) are a known follow-up.\n */\nexport const filterJournalEntryLinesExcludingLinked = <\n  T extends Pick<Line, 'type'>,\n>(\n  lines?: ReadonlyArray<T>\n): T[] => lines?.filter((line) => line.type !== LINE_TYPE_LINKED) ?? [];\n\n// ---------------------------------------------------------------------------\n// Sort\n// ---------------------------------------------------------------------------\n\n/**\n * Accessor functions resolve the sort value for each column from a\n * line. The new table reads display-formatted values from the form\n * (selected option label, entity name, etc.), so callers pass in\n * accessors that match their `LineInfo` shape rather than baking the\n * column-to-form-field mapping into epic-state.\n */\nexport interface JournalEntrySortAccessors<T> {\n  category: (line: T) => string;\n  class: (line: T) => string;\n  credit: (line: T) => number;\n  debit: (line: T) => number;\n  description: (line: T) => string;\n  name: (line: T) => string;\n}\n\nconst sortOrderToLodash = (sortOrder: SortOrder): 'asc' | 'desc' =>\n  sortOrder === 'descending' ? 'desc' : 'asc';\n\n/**\n * Stable, accessor-driven sort over arbitrary line shapes. Lines that\n * resolve to the same key value preserve their original relative order\n * thanks to lodash's stable `orderBy`.\n *\n * Strings are lower-cased before comparison so the order is predictable\n * across mixed-case data. Numbers (debit/credit) compare directly.\n */\nexport const sortJournalEntryLines = <T>(\n  lines: ReadonlyArray<T>,\n  config: JournalEntryRowSortConfig,\n  accessors: JournalEntrySortAccessors<T>\n): T[] => {\n  const accessor = (line: T): string | number => {\n    switch (config.sortKey) {\n      case 'description':\n        return accessors.description(line).toLowerCase();\n      case 'name':\n        return accessors.name(line).toLowerCase();\n      case 'category':\n        return accessors.category(line).toLowerCase();\n      case 'class':\n        return accessors.class(line).toLowerCase();\n      case 'debit':\n        return accessors.debit(line);\n      case 'credit':\n        return accessors.credit(line);\n      default:\n        // stringToUnion narrows permissively (returns `s as StringUnion` for\n        // non-member input, see commonStateTypes/stringToUnion.ts), so this\n        // branch is reachable at runtime — keep it as a description fallback.\n        return accessors.description(line).toLowerCase();\n    }\n  };\n  return orderBy([...lines], [accessor], [sortOrderToLodash(config.sortOrder)]);\n};\n"]}

package/lib/esm/view/transactionDetail/transactionDetailLocalDataHelper.js.map

@@ -1 +0,0 @@
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{ID} from '../../commonStateTypes/common';\nimport {RecommendationWithCOT} from '../../commonStateTypes/recommendationBase';\nimport {\n  AccountBase,\n  RecommendedAccountBase,\n  UncategorizedAccountTypes,\n} from '../../entity/account/accountState';\nimport {ClassBase, RecommendedClassBase} from '../../entity/class/classState';\nimport {CustomerBase} from '../../entity/customer/customerState';\nimport {Entity, toEntityType} from '../../entity/genericEntity/entity';\nimport {\n  CustomerTransaction,\n  isCustomerTransaction,\n} from '../../entity/transaction/stateTypes/customerTransaction';\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 {\n  VendorTransaction,\n  VendorTransactionWithCustomer,\n  isVendorTransaction,\n  isVendorTransactionWithCustomer,\n} from '../../entity/transaction/stateTypes/vendorTransaction';\nimport {getTransactionWithCOT} from '../../entity/transaction/transactionHelper';\nimport {\n  SupportedTransaction,\n  SupportedTransactionWithCOT,\n} from '../../entity/transaction/transactionState';\nimport {VendorBase} from '../../entity/vendor/vendorState';\nimport {UncategorizedAccounts} from '../accountList/accountListSelector';\nimport {initialSupportedTransactionDetail} from './transactionDetailState';\nimport {\n  TransactionDetailLineItemData,\n  TransactionDetailLocalData,\n} from './transactionDetailTypes';\n\nexport const toTransactionDetailLocalData = (\n  transaction: SupportedTransaction,\n  defaultVendorId: ID | undefined,\n  uncategorizedIncomeExpense: UncategorizedAccounts\n): TransactionDetailLocalData => {\n  const transactionLocal: TransactionDetailLocalData = {\n    ...initialSupportedTransactionDetail.transactionDetailLocalData,\n  };\n  const customerId = (transaction as VendorTransactionWithCustomer).customer\n    ?.id;\n  const vendorId =\n    defaultVendorId ?? (transaction as VendorTransaction).vendor?.id;\n  transactionLocal.memo = transaction.memo;\n  transactionLocal.documentId = transaction.documentId;\n  transactionLocal.vendorUpdates =\n    isVendorTransaction(transaction) && vendorId != null\n      ? {\n          id: vendorId,\n          name: (transaction as VendorTransaction).vendor?.name ?? '',\n          qboId: (transaction as VendorTransaction).vendor?.id,\n        }\n      : undefined;\n  transactionLocal.customerUpdates =\n    isVendorTransactionWithCustomer(transaction) && Boolean(customerId)\n      ? {\n          id: customerId,\n          name:\n            (transaction as VendorTransactionWithCustomer).customer?.name ?? '',\n          qboId:\n            (transaction as VendorTransactionWithCustomer).customer?.id ?? '',\n        }\n      : undefined;\n\n  const vendorName = (transaction as VendorTransaction).vendor?.name ?? '';\n  const customerName =\n    (transaction as VendorTransactionWithCustomer).customer?.name ?? '';\n\n  if (\n    isVendorTransactionWithCustomer(transaction) === true &&\n    Boolean(customerId) &&\n    Boolean(customerName)\n  ) {\n    const id = customerId as string;\n    transactionLocal.selectedEntity = {\n      id: id,\n      name: customerName,\n      type: toEntityType('customer'),\n      qboId: id,\n      zeniId: id,\n    };\n  } else if (\n    isVendorTransaction(transaction) === true &&\n    Boolean(vendorId) &&\n    Boolean(vendorName)\n  ) {\n    const id = vendorId as string;\n    transactionLocal.selectedEntity = {\n      id: id,\n      name: vendorName,\n      type: toEntityType('vendor'),\n      qboId: id,\n      zeniId: id,\n    };\n  } else {\n    transactionLocal.selectedEntity = undefined;\n  }\n\n  if (\n    isVendorTransaction(transaction) &&\n    Boolean(vendorId) &&\n    Boolean(vendorName)\n  ) {\n    const id = vendorId as string;\n    transactionLocal.vendorDetails = {\n      id: id,\n      qboId: id,\n      name: vendorName,\n    };\n  } else {\n    transactionLocal.vendorDetails = undefined;\n  }\n  if (\n    isVendorTransactionWithCustomer(transaction) &&\n    Boolean(customerId) &&\n    Boolean(customerName)\n  ) {\n    const id = customerId as string;\n    transactionLocal.customerDetails = {\n      id: id,\n      qboId: id,\n      name: customerName,\n    };\n  } else {\n    transactionLocal.customerDetails = undefined;\n  }\n\n  // Convert transaction to COT format\n  const transactionWithCOT = getTransactionWithCOT(transaction);\n\n  transactionLocal.lineItemById =\n    transaction.lines != null && transaction.lines.length > 0\n      ? buildLineItemById(\n          transaction,\n          uncategorizedIncomeExpense,\n          transactionWithCOT.recommendationsWithCOT\n        )\n      : {};\n  return transactionLocal;\n};\n\nconst buildLineItemById = (\n  transaction: SupportedTransaction,\n  uncategorizedIncomeExpense: UncategorizedAccounts,\n  recommendationsWithCOT?: RecommendationWithCOTByLineId\n): Record<ID, TransactionDetailLineItemData> => {\n  const lineItemData: Record<ID, TransactionDetailLineItemData> = {};\n  const {lines} = transaction;\n  const isJEOrBankDepositTransaction =\n    isVendorTransaction(transaction) === false &&\n    isCustomerTransaction(transaction) === 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 record: TransactionDetailLineItemData = {\n        ...line,\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      const isVendorOrCustomerPresent =\n        isJEOrBankDepositTransaction === true\n          ? (line as JournalEntryTransactionLine).vendor != null ||\n            (line as JournalEntryTransactionLine).customer != null\n          : (transaction as VendorTransaction).vendor != null ||\n            (transaction as VendorTransactionWithCustomer).customer != null ||\n            (transaction as CustomerTransaction).customer != null;\n      record.account = accountLine.account;\n      record.class = accountLine.class;\n\n      record.customer = accountLine.customer;\n      record.billable = accountLine.billable;\n\n      if (recommendationsWithCOT != null) {\n        const recommendations = recommendationsWithCOT[lineId];\n        record.recommendationsWithCOT = recommendations;\n        const {recommendedAccount, recommendedClass} =\n          getRecommendedCategoryClass(\n            accountLine.isCategoryMiscategorized ?? false,\n            accountLine.isClassMiscategorized ?? false,\n            recommendations,\n            accountLine.account,\n            accountLine.class,\n            uncategorizedIncomeExpense\n          );\n        // TODO: comparing with qboId because backend temporarily required us to compare\n        // class and account based on qbo id. This should ideally be based on accountId/ClassId\n        if (\n          Boolean(recommendedAccount?.qboId) &&\n          recommendedAccount?.qboId !== accountLine.account.qboId\n        ) {\n          record.isRecommendedCategorySelected = false;\n          record.recommendedAccount = recommendedAccount;\n          record.isCategoryUpdateSelected = false;\n        }\n        if (\n          accountLine.isCategoryMiscategorized &&\n          Boolean(accountLine.account.qboId) &&\n          Boolean(isVendorOrCustomerPresent)\n        ) {\n          record.retainedAccount =\n            isAccountUncategorized(\n              uncategorizedIncomeExpense,\n              accountLine.account.qboId\n            ) === false\n              ? accountLine.account\n              : undefined;\n          record.isRetainedCategorySelected = false;\n        }\n        if (\n          Boolean(recommendedClass?.qboId) &&\n          recommendedClass?.qboId !== accountLine.class?.qboId\n        ) {\n          record.isRecommendedClassSelected = false;\n          record.recommendedClass = recommendedClass;\n          record.isClassUpdateSelected = false;\n        }\n        if (\n          accountLine.isClassMiscategorized &&\n          Boolean(accountLine.class?.qboId) &&\n          Boolean(isVendorOrCustomerPresent)\n        ) {\n          record.retainedClass = accountLine.class;\n          record.isRetainedClassSelected = false;\n        }\n      }\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\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        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        isCategoryMiscategorized: false,\n        isClassMiscategorized: false,\n      };\n    }\n  });\n  return lineItemData;\n};\n\nexport const toLineEntity = (\n  lineRecord: JournalEntryTransactionLine | TransactionWithAccountAndClassLine\n) => {\n  // TODO - having to convert the object as Entity since this is what is returned\n  // by the API - since we do not want to touch VendorBase and add qboID,\n  // making this hack where it is cast as entity - if QBO id is present\n  // that will be used, else the ID will be replaced everywhere\n  if (lineRecord.customer != null) {\n    const entity = lineRecord.customer as unknown as Entity;\n    return {\n      ...lineRecord.customer,\n      type: toEntityType('customer'),\n      zeniId: entity.zeniId != null ? entity.zeniId : lineRecord.customer.id,\n      qboId: entity.qboId != null ? entity.qboId : lineRecord.customer.id,\n    };\n  }\n  if (lineRecord.vendor != null) {\n    const entity = lineRecord.vendor as unknown as Entity;\n    return {\n      ...lineRecord.vendor,\n      type: toEntityType('vendor'),\n      zeniId: entity.zeniId != null ? entity.zeniId : lineRecord.vendor.id,\n      qboId: entity.qboId != null ? entity.qboId : lineRecord.vendor.id,\n    };\n  }\n  return;\n};\n\nconst toVendorBaseFromLineEntity = (entity: Entity): VendorBase => {\n  return {\n    id: entity.id,\n    name: entity.name,\n    logo: entity.logo,\n  };\n};\n\nconst toCustomerrBaseFromLineEntity = (entity: Entity): CustomerBase => {\n  return {\n    id: entity.id,\n    qboId: entity.qboId,\n    name: entity.name,\n    logo: entity.logo,\n  };\n};\nexport const getRecommendedCategoryClass = (\n  isCategoryMiscategorized: boolean,\n  isClassMiscategorized: boolean,\n  recommendation?: RecommendationWithCOT[],\n  account?: AccountBase,\n  classObj?: ClassBase,\n  uncategorizedIncomeExpense?: UncategorizedAccounts\n) => {\n  let recommendedAccount: RecommendedAccountBase | undefined;\n  let recommendedClass: RecommendedClassBase | undefined;\n  // Note: Recommended account/class will always be the first non-matching (with line account/class) value.\n  let isLineItemClassCorrectlyCategorized = false;\n  let isLineItemCategoryCorrectlyCategorized = false;\n  recommendation?.forEach((rec) => {\n    if (\n      rec.account != null &&\n      rec.account.qboId !== account?.qboId &&\n      recommendedAccount == undefined\n    ) {\n      const {cot, reasoning, ...accountWithoutCOT} = rec.account;\n      void cot;\n      void reasoning;\n      recommendedAccount = accountWithoutCOT;\n    }\n    if (\n      rec.class != null &&\n      rec.class.qboId !== classObj?.qboId &&\n      recommendedClass == undefined\n    ) {\n      const {cot, reasoning, ...classWithoutCOT} = rec.class;\n      void cot;\n      void reasoning;\n      recommendedClass = classWithoutCOT;\n    }\n    // Note: In case of uncat transactions, if class is correctly categorized,\n    // i.e line item class is equal to 1st recommended class, then no class recommendation should be shown\n    const isUncategorizedAccount =\n      uncategorizedIncomeExpense != null &&\n      isAccountUncategorized(uncategorizedIncomeExpense, account?.qboId);\n    if (\n      (isClassMiscategorized === false || isUncategorizedAccount) &&\n      rec.class != null &&\n      rec.class.qboId === classObj?.qboId\n    ) {\n      isLineItemClassCorrectlyCategorized = true;\n    }\n    // Note: In case of uncat transactions, if category is correctly categorized,\n    // i.e line item c ategory is equal to 1st recommended category, then no category recommendation should be shwown\n    if (\n      isCategoryMiscategorized === false &&\n      rec.account != null &&\n      rec.account.qboId === account?.qboId\n    ) {\n      isLineItemCategoryCorrectlyCategorized = true;\n    }\n  });\n  if (isLineItemClassCorrectlyCategorized) {\n    recommendedClass = undefined;\n  }\n  if (isLineItemCategoryCorrectlyCategorized) {\n    recommendedAccount = undefined;\n  }\n  return {\n    recommendedAccount,\n    recommendedClass,\n  };\n};\n\nexport const toUpdateLineItemsOriginalCategoryClass = (\n  transaction: SupportedTransaction,\n  transactionDetailLocalData: TransactionDetailLocalData,\n  lineIdsForReplace: ID[],\n  lineIdsForUpdateAll: ID[],\n  replace: 'account' | 'class' | 'both',\n  updateAll?: boolean\n): TransactionDetailLocalData => {\n  const isLineIdInReplaceList = (findLineID: ID) =>\n    lineIdsForReplace.find((lineId) => findLineID === lineId);\n\n  const isLineIdInUpdateList = (findLineID: ID) =>\n    lineIdsForUpdateAll.find((lineId) => findLineID === lineId);\n\n  const newLineItems: Record<ID, TransactionDetailLineItemData> = {};\n  const checkIfNotJEAndDeposit =\n    isVendorTransaction(transaction) === true ||\n    isCustomerTransaction(transaction) === true;\n  if (transaction.lines != null) {\n    // always preserving the order of the line items. hence iterating over this\n    transaction.lines.forEach((line) => {\n      if (\n        line.type === 'transaction_with_account_and_class_line' ||\n        line.type === 'transaction_with_product_or_service_line' ||\n        line.type === 'journal_entry_transaction_line'\n      ) {\n        const accountLine = line as TransactionWithAccountAndClassLine;\n\n        const lineId = line.id;\n        const record: TransactionDetailLineItemData = {\n          ...transactionDetailLocalData.lineItemById[lineId],\n        };\n        const isVendorOrCustomerPresent =\n          record.vendor != null || record.customer != null;\n\n        if (isLineIdInReplaceList(line.id) != null) {\n          if (checkIfNotJEAndDeposit === true) {\n            record.recommendationsWithCOT =\n              transactionDetailLocalData.lineItemById?.[\n                lineId\n              ].recommendationsWithCOT;\n          }\n          const {recommendedAccount, recommendedClass} =\n            getRecommendedCategoryClass(\n              accountLine.isCategoryMiscategorized ?? false,\n              accountLine.isClassMiscategorized ?? false,\n              record.recommendationsWithCOT,\n              accountLine.account,\n              accountLine.class\n            );\n\n          const updateCategory = () => {\n            if (\n              recommendedAccount?.qboId !== accountLine.account.qboId &&\n              Boolean(recommendedAccount?.qboId)\n            ) {\n              record.account = accountLine.account;\n              record.isRecommendedCategorySelected = false;\n              record.recommendedAccount = recommendedAccount;\n              record.isCategoryUpdateSelected = false;\n              if (\n                accountLine.isCategoryMiscategorized &&\n                Boolean(accountLine.account.qboId) &&\n                Boolean(isVendorOrCustomerPresent)\n              ) {\n                record.retainedAccount = accountLine.account;\n                record.isRetainedCategorySelected = false;\n              }\n            } else if (\n              recommendedAccount?.qboId === accountLine.account.qboId &&\n              Boolean(recommendedAccount?.qboId)\n            ) {\n              record.account = accountLine.account;\n              record.isRecommendedCategorySelected = false;\n              record.isCategoryUpdateSelected = false;\n              if (\n                accountLine.isCategoryMiscategorized &&\n                Boolean(accountLine.account.qboId) &&\n                Boolean(isVendorOrCustomerPresent)\n              ) {\n                record.retainedAccount = recommendedAccount;\n                record.isRetainedCategorySelected = false;\n              }\n            }\n\n            if (\n              transactionDetailLocalData.vendorDetails?.id !=\n              transactionDetailLocalData.vendorUpdates?.id\n            ) {\n              record.recommendedAccount =\n                transactionDetailLocalData.lineItemById[\n                  lineId\n                ].recommendedAccount;\n            }\n          };\n\n          const updateClass = () => {\n            if (\n              recommendedClass?.qboId !== accountLine.class?.qboId &&\n              Boolean(recommendedClass?.qboId)\n            ) {\n              record.class = accountLine.class;\n              record.isRecommendedClassSelected = false;\n              record.recommendedClass = recommendedClass;\n              record.isClassUpdateSelected = false;\n              if (\n                accountLine.isClassMiscategorized &&\n                Boolean(accountLine.class?.qboId) &&\n                Boolean(isVendorOrCustomerPresent)\n              ) {\n                record.retainedClass = accountLine.class;\n                record.isRetainedClassSelected = false;\n              }\n            } else if (\n              recommendedClass?.qboId === accountLine.account.qboId &&\n              Boolean(recommendedClass?.qboId)\n            ) {\n              record.class = accountLine.class;\n              record.isRecommendedClassSelected = false;\n              record.recommendedClass = recommendedClass;\n              record.isClassUpdateSelected = false;\n              if (\n                accountLine.isClassMiscategorized &&\n                Boolean(accountLine.class?.qboId) &&\n                Boolean(isVendorOrCustomerPresent)\n              ) {\n                record.retainedClass = recommendedClass;\n                record.isRetainedClassSelected = false;\n              }\n            }\n\n            if (\n              transactionDetailLocalData.vendorDetails?.id !=\n              transactionDetailLocalData.vendorUpdates?.id\n            ) {\n              record.recommendedClass =\n                transactionDetailLocalData.lineItemById[\n                  lineId\n                ].recommendedClass;\n            }\n          };\n\n          switch (replace) {\n            case 'account':\n              updateCategory();\n              break;\n            case 'class':\n              updateClass();\n              break;\n            case 'both': {\n              updateCategory();\n              updateClass();\n              break;\n            }\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          if (updateAll != null) {\n            record.isUpdateAllChecked = updateAll;\n          }\n        }\n        if (isLineIdInUpdateList(line.id) != null) {\n          record.isUpdateAllChecked = updateAll;\n        }\n        newLineItems[lineId] = record;\n      } else {\n        newLineItems[line.id] =\n          transactionDetailLocalData.lineItemById[line.id] != null\n            ? {\n                ...transactionDetailLocalData.lineItemById[line.id],\n                isCategoryMiscategorized: false,\n                isClassMiscategorized: false,\n              }\n            : {\n                ...line,\n                isCategoryMiscategorized: false,\n                isClassMiscategorized: false,\n              };\n      }\n    });\n  }\n  const newLocalData: TransactionDetailLocalData = {\n    ...initialSupportedTransactionDetail.transactionDetailLocalData,\n    memo: transactionDetailLocalData.memo,\n    documentId: transactionDetailLocalData.documentId,\n    lineItemById: newLineItems,\n    vendorDetails: transactionDetailLocalData.vendorDetails,\n    vendorUpdates: transactionDetailLocalData.vendorUpdates,\n    customerDetails: transactionDetailLocalData.customerDetails,\n    customerUpdates: transactionDetailLocalData.customerUpdates,\n    updatePreviousTransactionsWithUpdatedVendor:\n      transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor,\n    isVendorUpdateAllChecked:\n      transactionDetailLocalData.isVendorUpdateAllChecked,\n    latestSelectedEntityOnLineItem:\n      transactionDetailLocalData.latestSelectedEntityOnLineItem,\n    latestUpdatedLineWithEntity:\n      transactionDetailLocalData.latestUpdatedLineWithEntity,\n    selectedEntity: transactionDetailLocalData.selectedEntity,\n  };\n\n  return newLocalData;\n};\n\nexport const toSetAllLineItemsToCategoryClass = (\n  transaction: SupportedTransaction,\n  transactionDetailLocalData: TransactionDetailLocalData,\n  isUpdateAll: boolean,\n  lineEntity?: Entity,\n  chosenAccount?: {\n    account: AccountBase;\n    updateOrRetain: 'update' | 'retain';\n  },\n  chosenClass?: {\n    classBase: ClassBase;\n    updateOrRetain: 'update' | 'retain';\n  }\n): TransactionDetailLocalData => {\n  const newLineItems: Record<ID, TransactionDetailLineItemData> = {};\n  const updateAllLines =\n    isVendorTransaction(transaction) === true ||\n    isCustomerTransaction(transaction) === true;\n  if (transaction.lines != null) {\n    // always preserving the order of the line items. hence iterating over this\n    transaction.lines.forEach((line) => {\n      if (\n        line.type === 'transaction_with_account_and_class_line' ||\n        line.type === 'transaction_with_product_or_service_line' ||\n        line.type === 'journal_entry_transaction_line'\n      ) {\n        const lineId = line.id;\n        const record: TransactionDetailLineItemData = {\n          ...transactionDetailLocalData.lineItemById[lineId],\n        };\n        if (updateAllLines === true || isEntityMatching(lineEntity, record)) {\n          if (chosenAccount?.account != null) {\n            record.account = chosenAccount?.account;\n          }\n\n          if (\n            chosenAccount != null &&\n            chosenAccount.updateOrRetain === 'update' &&\n            record.account?.qboId === record.recommendedAccount?.qboId &&\n            Boolean(record.account?.qboId)\n          ) {\n            record.isRecommendedCategorySelected = true;\n            record.isCategoryUpdateSelected = true;\n          } else {\n            record.isRecommendedCategorySelected = false;\n            record.isCategoryUpdateSelected = false;\n          }\n\n          if (\n            chosenAccount != null &&\n            chosenAccount.updateOrRetain === 'retain' &&\n            record.account?.qboId === record.retainedAccount?.qboId &&\n            Boolean(record.account?.qboId)\n          ) {\n            record.isRetainedCategorySelected = true;\n          } else {\n            record.isRetainedCategorySelected = false;\n          }\n          if (chosenClass?.classBase != null) {\n            record.class = chosenClass?.classBase;\n          }\n\n          if (\n            chosenClass != null &&\n            chosenClass.updateOrRetain === 'update' &&\n            record.class?.qboId === record.recommendedClass?.qboId &&\n            Boolean(record.class?.qboId)\n          ) {\n            record.isRecommendedClassSelected = true;\n            record.isClassUpdateSelected = true;\n          } else {\n            record.isRecommendedClassSelected = false;\n            record.isClassUpdateSelected = false;\n          }\n\n          if (\n            chosenClass != null &&\n            chosenClass.updateOrRetain === 'retain' &&\n            record.class?.qboId === record.retainedClass?.qboId &&\n            Boolean(record.class?.qboId)\n          ) {\n            record.isRetainedClassSelected = true;\n          } else {\n            record.isRetainedClassSelected = false;\n          }\n          record.isUpdateAllChecked = isUpdateAll;\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[lineId] = record;\n        }\n      } else {\n        newLineItems[line.id] = {\n          ...transactionDetailLocalData.lineItemById[line.id],\n        };\n      }\n    });\n  }\n  const newLocalData: TransactionDetailLocalData = {\n    ...initialSupportedTransactionDetail.transactionDetailLocalData,\n    memo: transactionDetailLocalData.memo,\n    documentId: transactionDetailLocalData.documentId,\n    lineItemById: newLineItems,\n    vendorUpdates: transactionDetailLocalData.vendorUpdates,\n    vendorDetails: transactionDetailLocalData.vendorDetails,\n    customerUpdates: transactionDetailLocalData.customerUpdates,\n    customerDetails: transactionDetailLocalData.customerDetails,\n    updatePreviousTransactionsWithUpdatedVendor:\n      transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor,\n    isVendorUpdateAllChecked:\n      transactionDetailLocalData.isVendorUpdateAllChecked,\n    latestSelectedEntityOnLineItem:\n      transactionDetailLocalData.latestSelectedEntityOnLineItem,\n    latestUpdatedLineWithEntity:\n      transactionDetailLocalData.latestUpdatedLineWithEntity,\n    selectedEntity: transactionDetailLocalData.selectedEntity,\n  };\n\n  return newLocalData;\n};\n\nexport const toSetAllLineItemsLocalDataIsUpdateAllChecked = (\n  transaction: SupportedTransaction,\n  transactionDetailLocalData: TransactionDetailLocalData,\n  isUpdateAll: boolean,\n  entity?: Entity\n): TransactionDetailLocalData => {\n  const newLineItems: Record<ID, TransactionDetailLineItemData> = {};\n\n  const updateAllLines =\n    isVendorTransaction(transaction) === true ||\n    isCustomerTransaction(transaction) === true;\n\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      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: TransactionDetailLineItemData = {\n          ...transactionDetailLocalData.lineItemById[lineId],\n        };\n\n        if (updateAllLines === true || isEntityMatching(entity, record)) {\n          record.isUpdateAllChecked = isUpdateAll;\n        }\n        newLineItems[lineId] = record;\n      } else {\n        newLineItems[lineId] = {\n          ...line,\n          isCategoryMiscategorized: false,\n          isClassMiscategorized: false,\n        };\n      }\n    });\n  }\n  const newLocalData: TransactionDetailLocalData = {\n    ...initialSupportedTransactionDetail.transactionDetailLocalData,\n    memo: transactionDetailLocalData.memo,\n    documentId: transactionDetailLocalData.documentId,\n    lineItemById: newLineItems,\n    vendorDetails: transactionDetailLocalData.vendorDetails,\n    vendorUpdates: transactionDetailLocalData.vendorUpdates,\n    customerUpdates: transactionDetailLocalData.customerUpdates,\n    customerDetails: transactionDetailLocalData.customerDetails,\n    updatePreviousTransactionsWithUpdatedVendor:\n      transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor,\n    isVendorUpdateAllChecked:\n      transactionDetailLocalData.isVendorUpdateAllChecked,\n    latestSelectedEntityOnLineItem:\n      transactionDetailLocalData.latestSelectedEntityOnLineItem,\n    latestUpdatedLineWithEntity:\n      transactionDetailLocalData.latestUpdatedLineWithEntity,\n    selectedEntity: transactionDetailLocalData.selectedEntity,\n  };\n\n  return newLocalData;\n};\nexport const setEntityRecommendationForLineIdInLocalData = (\n  transaction: SupportedTransactionWithCOT,\n  transactionDetailLocalData: TransactionDetailLocalData,\n  entity: Entity,\n  recommendationLineIds: ID[],\n  uncategorizedIncomeExpense: UncategorizedAccounts,\n  recommendationWithCOTByLineId?: RecommendationWithCOTByLineId\n): TransactionDetailLocalData => {\n  const newLineItems: Record<ID, TransactionDetailLineItemData> = {};\n  let matchingEntityLineId: ID | undefined = undefined;\n  const checkIfNotJEAndDeposit =\n    isVendorTransaction(transaction) === true ||\n    isCustomerTransaction(transaction) === true;\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: TransactionDetailLineItemData = {\n            ...oldRecord,\n          };\n          const recommendationsWithCOT =\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          if (checkIfNotJEAndDeposit === true) {\n            record.customer = accountLine.customer;\n            record.vendor = accountLine.vendor;\n          } else {\n            record.lineEntity = entity;\n            record.vendor = undefined;\n            record.customer = undefined;\n\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 = recommendationsWithCOT;\n\n          const {recommendedAccount, recommendedClass} =\n            getRecommendedCategoryClass(\n              accountLine.isCategoryMiscategorized ?? false,\n              accountLine.isClassMiscategorized ?? false,\n              recommendationsWithCOT,\n              accountLine.account,\n              accountLine.class\n            );\n\n          // TODO: comparing with qboId because backend temporarily required us to compare\n          // class and account based on qbo id. This should ideally be based on accountId/ClassId\n          if (\n            recommendedAccount?.qboId !== accountLine.account.qboId &&\n            Boolean(recommendedAccount?.qboId)\n          ) {\n            record.isRecommendedCategorySelected = false;\n            record.recommendedAccount = recommendedAccount;\n            record.isCategoryUpdateSelected = false;\n            if (\n              accountLine.isCategoryMiscategorized &&\n              Boolean(accountLine.account.qboId)\n            ) {\n              record.retainedAccount =\n                isAccountUncategorized(\n                  uncategorizedIncomeExpense,\n                  accountLine.account.qboId\n                ) === false\n                  ? accountLine.account\n                  : undefined;\n              record.isRetainedCategorySelected = false;\n            }\n          } else {\n            record.isRecommendedCategorySelected = false;\n            record.recommendedAccount = recommendedAccount;\n            if (recommendedAccount?.qboId === accountLine.account.qboId) {\n              record.recommendedAccount = undefined;\n            }\n            record.isCategoryUpdateSelected = false;\n            if (\n              accountLine.isCategoryMiscategorized &&\n              Boolean(accountLine.account.qboId)\n            ) {\n              record.retainedAccount = recommendedAccount;\n              record.isRetainedCategorySelected = false;\n            }\n          }\n          if (\n            recommendedClass?.qboId !== accountLine.class?.qboId &&\n            Boolean(recommendedClass?.qboId)\n          ) {\n            record.isRecommendedClassSelected = false;\n            record.recommendedClass = recommendedClass;\n            record.isClassUpdateSelected = false;\n            if (\n              accountLine.isClassMiscategorized &&\n              Boolean(accountLine.class?.qboId)\n            ) {\n              record.retainedClass = accountLine.class;\n              record.isRetainedClassSelected = false;\n            }\n          } else {\n            record.isRecommendedClassSelected = false;\n            record.recommendedClass = recommendedClass;\n            if (recommendedClass?.qboId === accountLine.class?.qboId) {\n              record.recommendedClass = undefined;\n            }\n            record.isClassUpdateSelected = false;\n            if (\n              accountLine.isClassMiscategorized &&\n              Boolean(accountLine.class?.qboId)\n            ) {\n              record.retainedClass = recommendedClass;\n              record.isRetainedClassSelected = false;\n            }\n          }\n          if (recommendedAccount == null) {\n            record.recommendedAccount = recommendedAccount;\n          }\n          if (recommendedClass == null) {\n            record.recommendedClass = recommendedClass;\n          }\n\n          if (\n            (Boolean(record.account.qboId) === false ||\n              isAccountUncategorized(\n                uncategorizedIncomeExpense,\n                record.account.qboId\n              )) &&\n            Boolean(recommendedAccount?.qboId) !== false\n          ) {\n            record.account = recommendedAccount;\n          }\n          if (\n            Boolean(record.class?.qboId) === false &&\n            Boolean(recommendedClass?.qboId) !== false\n          ) {\n            record.class = recommendedClass;\n          }\n\n          newLineItems[line.id] = record;\n        }\n      } else {\n        if (isEntityMatching(entity, oldRecord)) {\n          matchingEntityLineId = lineId;\n        }\n        newLineItems[lineId] = oldRecord;\n      }\n    });\n  }\n\n  // if we have found a matching entity\n  if (matchingEntityLineId != null) {\n    const matchingRecord =\n      transactionDetailLocalData.lineItemById[matchingEntityLineId];\n    if (Boolean(matchingRecord.isUpdateAllChecked) === true) {\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        isUpdateAllChecked: true,\n        isCategoryUpdateSelected: matchingRecord.isCategoryUpdateSelected,\n        isClassUpdateSelected: matchingRecord.isClassUpdateSelected,\n        isRecommendedCategorySelected:\n          matchingRecord.isRecommendedCategorySelected,\n        isRecommendedClassSelected: matchingRecord.isRecommendedClassSelected,\n        isRetainedCategorySelected: matchingRecord.isRetainedCategorySelected,\n        isRetainedClassSelected: matchingRecord.isRetainedCategorySelected,\n        class: matchingRecord.class,\n        account: matchingRecord.account,\n        lineEntity: matchingRecord.lineEntity,\n      };\n    }\n  }\n\n  const newLocalData: TransactionDetailLocalData = {\n    ...initialSupportedTransactionDetail.transactionDetailLocalData,\n    memo: transactionDetailLocalData.memo,\n    documentId: transactionDetailLocalData.documentId,\n    lineItemById: newLineItems,\n    vendorUpdates: transactionDetailLocalData.vendorUpdates,\n    vendorDetails: transactionDetailLocalData.vendorDetails,\n    customerUpdates: transactionDetailLocalData.customerUpdates,\n    customerDetails: transactionDetailLocalData.customerDetails,\n    updatePreviousTransactionsWithUpdatedVendor:\n      transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor,\n    isVendorUpdateAllChecked:\n      transactionDetailLocalData.isVendorUpdateAllChecked,\n    latestSelectedEntityOnLineItem:\n      transactionDetailLocalData.latestSelectedEntityOnLineItem,\n    latestUpdatedLineWithEntity:\n      transactionDetailLocalData.latestUpdatedLineWithEntity,\n    vendorBulkUpdateCategoryClassRecommendationsFetchStatus:\n      transactionDetailLocalData.vendorBulkUpdateCategoryClassRecommendationsFetchStatus,\n    selectedEntity: transactionDetailLocalData.selectedEntity,\n  };\n\n  return newLocalData;\n};\n\nexport const removeEntityRecommendationForLineIdInLocalData = (\n  transaction: SupportedTransaction,\n  transactionDetailLocalData: TransactionDetailLocalData,\n  recommendationLineIds: ID[]\n): TransactionDetailLocalData => {\n  const newLineItems: Record<ID, TransactionDetailLineItemData> = {};\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(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          const record: TransactionDetailLineItemData = {\n            ...oldRecord,\n          };\n\n          record.isRecommendedCategorySelected = false;\n          record.isRecommendedClassSelected = false;\n          record.isRetainedCategorySelected = false;\n          record.isRetainedClassSelected = false;\n          record.isUpdateAllChecked = false;\n          record.recommendedAccount = undefined;\n          record.retainedAccount = undefined;\n          record.recommendedClass = undefined;\n          record.retainedClass = undefined;\n          record.lineEntity = undefined;\n          record.customer = undefined;\n          record.vendor = undefined;\n          newLineItems[line.id] = record;\n        }\n      } else {\n        newLineItems[lineId] = oldRecord;\n      }\n    });\n  }\n\n  const newLocalData: TransactionDetailLocalData = {\n    ...initialSupportedTransactionDetail.transactionDetailLocalData,\n    memo: transactionDetailLocalData.memo,\n    documentId: transactionDetailLocalData.documentId,\n    lineItemById: newLineItems,\n    vendorDetails: transactionDetailLocalData.vendorDetails,\n    vendorUpdates: transactionDetailLocalData.vendorUpdates,\n    customerUpdates: transactionDetailLocalData.customerUpdates,\n    customerDetails: transactionDetailLocalData.customerDetails,\n    updatePreviousTransactionsWithUpdatedVendor:\n      transactionDetailLocalData.updatePreviousTransactionsWithUpdatedVendor,\n    isVendorUpdateAllChecked:\n      transactionDetailLocalData.isVendorUpdateAllChecked,\n    latestSelectedEntityOnLineItem:\n      transactionDetailLocalData.latestSelectedEntityOnLineItem,\n    latestUpdatedLineWithEntity:\n      transactionDetailLocalData.latestUpdatedLineWithEntity,\n    selectedEntity: transactionDetailLocalData.selectedEntity,\n  };\n\n  return newLocalData;\n};\n\nexport const getChangedLineItemCountFromLocalData = (\n  transaction: SupportedTransaction,\n  transactionLocalData: TransactionDetailLocalData\n): number => {\n  let number = 0;\n  if (transaction.lines != null) {\n    transaction.lines.forEach((line) => {\n      let hasCategoryChanged = false;\n      let hasClassChanged = false;\n      let hasDescriptionChanged = false;\n      const lineId = 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        const accountLineLocal = transactionLocalData.lineItemById[lineId];\n\n        const accountLine = line as TransactionWithAccountAndClassLine;\n        hasCategoryChanged =\n          accountLineLocal.account?.qboId !== accountLine.account.qboId &&\n          accountLineLocal.account?.accountId !== accountLine.account.accountId;\n        hasClassChanged =\n          (accountLineLocal.class?.qboId != null ||\n            accountLine.class?.qboId != null) &&\n          accountLineLocal.class?.qboId !== accountLine.class?.qboId;\n      }\n      hasDescriptionChanged =\n        transactionLocalData.lineItemById[lineId] != null\n          ? line.lineDescription !==\n            transactionLocalData.lineItemById[lineId].lineDescription\n          : false;\n\n      if (\n        hasCategoryChanged === true ||\n        hasClassChanged === true ||\n        hasDescriptionChanged === true\n      ) {\n        number += 1;\n      }\n    });\n  }\n  return number;\n};\n\nconst toLineCustomerOrVendor = (entity: Entity) => {\n  return {\n    id: entity.qboId,\n    name: entity.name,\n  };\n};\n\nexport const toSetAllLineItemsToVendor = (\n  transaction: SupportedTransaction,\n  transactionDetailLocalData: TransactionDetailLocalData,\n  entity: Entity\n): TransactionDetailLocalData => {\n  const newLineItems: Record<ID, TransactionDetailLineItemData> = {};\n\n  if (transaction.lines != null) {\n    // always preserving the order of the line items. hence iterating over this\n    transaction.lines.forEach((line) => {\n      if (\n        line.type === 'transaction_with_account_and_class_line' ||\n        line.type === 'transaction_with_product_or_service_line' ||\n        line.type === 'journal_entry_transaction_line'\n      ) {\n        const lineId = line.id;\n        const record: TransactionDetailLineItemData = {\n          ...transactionDetailLocalData.lineItemById[lineId],\n        };\n        record.customer =\n          entity.type === 'customer'\n            ? toCustomerrBaseFromLineEntity(entity)\n            : undefined;\n        record.vendor =\n          entity.type === 'vendor'\n            ? toVendorBaseFromLineEntity(entity)\n            : undefined;\n        if (line.type === 'transaction_with_product_or_service_line') {\n          const lineRecord = {\n            ...transactionDetailLocalData.lineItemById[lineId],\n            vendor: record.vendor,\n            customer: record.customer,\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 = {\n            ...transactionDetailLocalData.lineItemById[lineId],\n            vendor: record.vendor,\n            customer: record.customer,\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  const newLocalData: TransactionDetailLocalData = {\n    ...transactionDetailLocalData,\n    lineItemById: newLineItems,\n    isVendorUpdateAllChecked: true,\n  };\n\n  return newLocalData;\n};\n\nexport const toUpdateLineItemsToOriginalVendor = (\n  transaction: SupportedTransaction,\n  transactionDetailLocalData: TransactionDetailLocalData,\n  lineIdToRetainVendorSelection: ID\n): TransactionDetailLocalData => {\n  const newLineItems: Record<ID, TransactionDetailLineItemData> = {};\n  const transactionWithCOT = getTransactionWithCOT(transaction);\n\n  if (transaction.lines != null) {\n    // always preserving the order of the line items. hence iterating over this\n    transaction.lines.forEach((line) => {\n      if (\n        line.type === 'transaction_with_account_and_class_line' ||\n        line.type === 'transaction_with_product_or_service_line' ||\n        line.type === 'journal_entry_transaction_line'\n      ) {\n        const accountLine = line as TransactionWithAccountAndClassLine;\n\n        const lineId = line.id;\n        const record: TransactionDetailLineItemData = {\n          ...transactionDetailLocalData.lineItemById[lineId],\n        };\n        if (line.id !== lineIdToRetainVendorSelection) {\n          // We want to retain vendor and other selections for the line after whose vendor `update all` was selected.\n          const isVendorOrCustomerPresent =\n            record.vendor != null || record.customer != null;\n          record.isUpdateAllChecked = false;\n          record.recommendationsWithCOT =\n            transactionWithCOT.recommendationsWithCOT?.[lineId];\n          record.vendor = accountLine.vendor;\n          record.customer = accountLine.customer;\n          const {recommendedAccount, recommendedClass} =\n            getRecommendedCategoryClass(\n              accountLine.isCategoryMiscategorized,\n              accountLine.isClassMiscategorized,\n              record.recommendationsWithCOT,\n              accountLine.account,\n              accountLine.class\n            );\n\n          // Update category\n          record.account = accountLine.account;\n          record.isRecommendedCategorySelected = false;\n          record.recommendedAccount = recommendedAccount;\n          record.isCategoryUpdateSelected = false;\n          if (\n            recommendedAccount?.qboId !== accountLine.account.qboId &&\n            Boolean(recommendedAccount?.qboId)\n          ) {\n            if (\n              accountLine.isCategoryMiscategorized &&\n              Boolean(accountLine.account.qboId) &&\n              Boolean(isVendorOrCustomerPresent)\n            ) {\n              record.retainedAccount = accountLine.account;\n              record.isRetainedCategorySelected = false;\n            }\n          } else if (\n            recommendedAccount?.qboId === accountLine.account.qboId &&\n            Boolean(recommendedAccount?.qboId)\n          ) {\n            record.account = accountLine.account;\n            record.isRecommendedCategorySelected = false;\n            record.isCategoryUpdateSelected = false;\n            if (\n              accountLine.isCategoryMiscategorized &&\n              Boolean(accountLine.account.qboId) &&\n              Boolean(isVendorOrCustomerPresent)\n            ) {\n              record.retainedAccount = recommendedAccount;\n              record.isRetainedCategorySelected = false;\n            }\n          }\n\n          if (\n            transactionDetailLocalData.vendorDetails?.id !==\n            transactionDetailLocalData.vendorUpdates?.id\n          ) {\n            record.recommendedAccount =\n              transactionDetailLocalData.lineItemById[\n                lineId\n              ].recommendedAccount;\n          }\n\n          // Update class\n          record.class = accountLine.class;\n          record.isRecommendedClassSelected = false;\n          record.recommendedClass = recommendedClass;\n          record.isClassUpdateSelected = false;\n          if (\n            recommendedClass?.qboId !== accountLine.class?.qboId &&\n            Boolean(recommendedClass?.qboId)\n          ) {\n            if (\n              accountLine.isClassMiscategorized &&\n              Boolean(accountLine.class?.qboId) &&\n              Boolean(isVendorOrCustomerPresent)\n            ) {\n              record.retainedClass = accountLine.class;\n              record.isRetainedClassSelected = false;\n            }\n          } else if (\n            recommendedClass?.qboId === accountLine.account.qboId &&\n            Boolean(recommendedClass?.qboId)\n          ) {\n            record.class = accountLine.class;\n            record.isRecommendedClassSelected = false;\n            record.recommendedClass = recommendedClass;\n            record.isClassUpdateSelected = false;\n            if (\n              accountLine.isClassMiscategorized &&\n              Boolean(accountLine.class?.qboId) &&\n              Boolean(isVendorOrCustomerPresent)\n            ) {\n              record.retainedClass = recommendedClass;\n              record.isRetainedClassSelected = false;\n            }\n          }\n\n          if (\n            transactionDetailLocalData.vendorDetails?.id !=\n            transactionDetailLocalData.vendorUpdates?.id\n          ) {\n            record.recommendedClass =\n              transactionDetailLocalData.lineItemById[lineId].recommendedClass;\n          }\n\n          if (line.type === 'transaction_with_product_or_service_line') {\n            const lineRecord = {\n              ...transactionDetailLocalData.lineItemById[lineId],\n              vendor: record.vendor,\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 = 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        }\n        newLineItems[lineId] = record;\n      }\n    });\n  }\n  const newLocalData: TransactionDetailLocalData = {\n    ...initialSupportedTransactionDetail.transactionDetailLocalData,\n    memo: transactionDetailLocalData.memo,\n    documentId: transactionDetailLocalData.documentId,\n    lineItemById: newLineItems,\n    isVendorUpdateAllChecked: false,\n    latestUpdatedLineWithEntity:\n      transactionDetailLocalData.latestUpdatedLineWithEntity,\n    latestSelectedEntityOnLineItem:\n      transactionDetailLocalData.latestSelectedEntityOnLineItem,\n    vendorBulkUpdateCategoryClassRecommendationsFetchStatus:\n      transactionDetailLocalData.vendorBulkUpdateCategoryClassRecommendationsFetchStatus,\n  };\n\n  return newLocalData;\n};\n/**\n * Since entity could have qbo id or id based on where it was initialized,\n * this function is needed to check with either lineEntity or vendor or customer\n * @param entity\n * @param record\n * @returns\n */\nexport const isEntityMatching = (\n  entity: Entity | undefined,\n  record: TransactionDetailLineItemData\n): boolean => {\n  if (entity == null) {\n    return false;\n  }\n  const entityId = entity.qboId ?? entity.id;\n  if (record?.lineEntity != null) {\n    const id = record?.lineEntity?.qboId ?? record?.lineEntity?.id;\n    if (id === entityId) {\n      if (record.vendor != null) {\n        return entity.type === 'vendor';\n      }\n      if (record.customer != null) {\n        return entity.type === 'customer';\n      }\n    }\n    return false;\n  }\n  if (record.vendor != null) {\n    return record.vendor.id === entityId && entity.type === 'vendor';\n  }\n  if (record.customer != null) {\n    return record.customer.id === entityId && entity.type === 'customer';\n  }\n  return false;\n};\n\nexport const isAccountUncategorized = (\n  uncategorizedIncomeExpense: UncategorizedAccounts,\n  accountQboId?: ID,\n  validateAccountTypes?: UncategorizedAccountTypes[] | undefined\n): boolean => {\n  if (Boolean(accountQboId) === false) {\n    return false;\n  }\n  const accountTypesToValidate =\n    validateAccountTypes != null && validateAccountTypes?.length > 0\n      ? validateAccountTypes\n      : ['income', 'expense'];\n  return accountTypesToValidate.some(\n    (accountType) =>\n      accountQboId ===\n      uncategorizedIncomeExpense[accountType as UncategorizedAccountTypes]\n        ?.qboId\n  );\n};\n\n/*\n  Note: COT version of mergeTransactionAndEntityRecommendationsWithCOT.\n  This function merges transaction recommendations with COT and entity recommendations with COT.\n  On transaction detail page, we get vendors, accounting_classes and accounts inside recommendations. This is stored inside local data.\n  When we select a vendor from vendor dropdown, recommendations api is called and in response, only accounting_classes and accounts we get.\n  So in this case, we need to merge the transaction recommendation with this new recommendation in order to keep `vendors` part as it is.\n\n  We are keeping `vendors` of transaction and updated accounting_classes and accounts from recommendations api call.\n*/\nexport const mergeTransactionAndEntityRecommendationsWithCOT = (\n  transactionRecommendations?: RecommendationWithCOT[],\n  entityRecommendations?: RecommendationWithCOT[]\n): RecommendationWithCOT[] | undefined => {\n  if (entityRecommendations == null) {\n    return transactionRecommendations;\n  } else if (transactionRecommendations == null) {\n    return entityRecommendations;\n  } else if (entityRecommendations.length > transactionRecommendations.length) {\n    return entityRecommendations.map((recommendation, index) => {\n      return {\n        account: recommendation.account,\n        class: recommendation.class,\n        vendor: transactionRecommendations[index]?.vendor,\n      };\n    });\n  } else {\n    return transactionRecommendations.map((recommendation, index) => {\n      return {\n        account: entityRecommendations[index]?.account,\n        class: entityRecommendations[index]?.class,\n        vendor: recommendation.vendor,\n      };\n    });\n  }\n};\n"]}

package/lib/esm/view/transactionDetail/transactionDetailPayload.js.map

@@ -1 +0,0 @@
-{"version":3,"file":"transactionDetailPayload.js","sourceRoot":"","sources":["../../../../src/view/transactionDetail/transactionDetailPayload.ts"],"names":[],"mappings":"","sourcesContent":["import {EntityRecommendationPayload} from '../../commonPayloadTypes/recommendationPayload';\nimport {TransactionPayload} from '../../entity/transaction/payloadTypes/transactionPayload';\nimport {SupportedTransactionPayload} from '../../entity/transaction/transactionState';\nimport {VendorPayload} from '../../entity/vendor/vendorPayload';\nimport {ZeniAPIResponse} from '../../responsePayload';\n\nexport interface TransactionDetailPayload {\n  query: {\n    transaction_id: string;\n    transaction_type: string;\n  };\n  query_definitions: Record<string, unknown>;\n  transaction: SupportedTransactionPayload;\n  vendors?: VendorPayload[];\n}\n\nexport type TransactionDetailResponse =\n  ZeniAPIResponse<TransactionDetailPayload>;\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  customer_name?: string; // Required when entity_id is null and entity_type is 'customer'\n  vendor_name?: string; // Required when entity_id is null and entity_type is 'vendor'\n}\nexport interface UpdateTransactionDetailPayload {\n  transaction: Partial<TransactionPayload>;\n  transaction_id: string;\n  transaction_type: string;\n  entity_related_updates?: EntityRelatedUpdatesPayload[];\n}\n\ninterface UpdateTransactionDetailResponsePayload {\n  transaction: SupportedTransactionPayload;\n  vendors?: VendorPayload[];\n}\n\nexport type TransactionDetailUpdateResponse =\n  ZeniAPIResponse<UpdateTransactionDetailResponsePayload>;\ninterface DeleteTransactionAttachmentResponsePayload {\n  deleted_filenames: string[];\n  message: string;\n}\nexport type TransactionAttachmentDeleteResponse =\n  ZeniAPIResponse<DeleteTransactionAttachmentResponsePayload>;\n"]}

package/lib/esm/view/transactionDetail/transactionDetailReducer.js.map

@@ -1 +0,0 @@
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{PayloadAction, createSlice} from '@reduxjs/toolkit';\nimport recordGet from 'lodash/get';\n\nimport {FetchState, ID, UpdateType} from '../../commonStateTypes/common';\nimport {\n  COTTransactionTracking,\n  Recommendation,\n} from '../../commonStateTypes/recommendationBase';\nimport {AccountBase} from '../../entity/account/accountState';\nimport {ClassBase} from '../../entity/class/classState';\nimport {\n  Entity,\n  EntityType,\n  toEntityType,\n} from '../../entity/genericEntity/entity';\nimport {\n  RecommendationWithCOTByLineId,\n  TransactionID,\n} from '../../entity/transaction/stateTypes/transaction';\nimport {\n  SupportedTransaction,\n  SupportedTransactionPayload,\n  SupportedTransactionWithCOT,\n} from '../../entity/transaction/transactionState';\nimport {ZeniAPIStatus} from '../../responsePayload';\nimport {UncategorizedAccounts} from '../accountList/accountListSelector';\nimport {\n  removeEntityRecommendationForLineIdInLocalData,\n  setEntityRecommendationForLineIdInLocalData,\n  toSetAllLineItemsLocalDataIsUpdateAllChecked,\n  toSetAllLineItemsToCategoryClass,\n  toSetAllLineItemsToVendor,\n  toUpdateLineItemsOriginalCategoryClass,\n  toUpdateLineItemsToOriginalVendor,\n} from './transactionDetailLocalDataHelper';\nimport {\n  TransactionDetailState,\n  TransactionSaveUpdates,\n  getTransactionDetailKey,\n  initialSupportedTransactionDetail,\n} from './transactionDetailState';\nimport {\n  TransactionDetailLocalData,\n  TransactionVendorUpdates,\n} from './transactionDetailTypes';\n\nexport const initialState: TransactionDetailState = {\n  transactionDetailById: {},\n  accountingProviderAttachment: {\n    fetchState: 'Not-Started',\n    attachmentDataByID: {},\n  },\n};\n\nconst transactionDetail = createSlice({\n  name: 'transactionDetail',\n  initialState,\n  reducers: {\n    downloadAccountingProviderAttachment: {\n      reducer(draft) {\n        draft.accountingProviderAttachment.fetchState = 'In-Progress';\n      },\n      prepare(attachmentId: string) {\n        return {\n          payload: {\n            attachmentId,\n          },\n        };\n      },\n    },\n\n    downloadAccountingProviderAttachmentSuccess(\n      draft,\n      action: PayloadAction<{\n        attachmentId: ID;\n        data: ArrayBuffer;\n      }>\n    ) {\n      if (\n        draft.accountingProviderAttachment.attachmentDataByID[\n          action.payload.attachmentId\n        ] == undefined\n      ) {\n        draft.accountingProviderAttachment.fetchState = 'Completed';\n        draft.accountingProviderAttachment.attachmentDataByID[\n          action.payload.attachmentId\n        ] = action.payload.data;\n      }\n    },\n    downloadAccountingProviderAttachmentFailure(draft) {\n      draft.accountingProviderAttachment.fetchState = 'Error';\n    },\n    fetchTransactionDetail: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          cacheOverride: boolean;\n          transactionId: TransactionID;\n        }>\n      ) {\n        const key = getTransactionDetailKey(action.payload.transactionId);\n        const detail = recordGet(draft.transactionDetailById, key, undefined);\n        if (\n          action.payload.cacheOverride === true ||\n          detail == null ||\n          (detail.hasValidState() === false &&\n            detail.fetchState !== 'In-Progress')\n        ) {\n          draft.transactionDetailById[key] = {\n            ...initialSupportedTransactionDetail,\n            fetchState: 'Not-Started',\n            error: undefined,\n          };\n        }\n      },\n      prepare(transactionId: TransactionID, cacheOverride = false) {\n        return {\n          payload: {\n            transactionId,\n            cacheOverride,\n          },\n        };\n      },\n    },\n    removeTransactionDetail(draft, action: PayloadAction<TransactionID>) {\n      const key = getTransactionDetailKey(action.payload);\n      draft.transactionDetailById[key] = undefined;\n    },\n    updateTransactionDetailFetchState: {\n      reducer: (\n        draft,\n        action: PayloadAction<{\n          fetchState: FetchState;\n          transactionId: TransactionID;\n          error?: ZeniAPIStatus;\n        }>\n      ) => {\n        const transactionId = action.payload.transactionId;\n        const key = getTransactionDetailKey(transactionId);\n        const detail = recordGet(draft.transactionDetailById, key, undefined);\n        if (detail != null) {\n          draft.transactionDetailById[key] = {\n            ...detail,\n            fetchState: action.payload.fetchState,\n            error: action.payload.error,\n            transactionId: transactionId,\n          };\n        }\n      },\n      prepare(\n        transactionId: TransactionID,\n        fetchState: FetchState,\n        error?: ZeniAPIStatus\n      ) {\n        return {\n          payload: {\n            transactionId,\n            fetchState,\n            error,\n          },\n        };\n      },\n    },\n\n    updateTransactionDetail: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          cotTransactionTracking: COTTransactionTracking;\n          isExpenseAutomationEnabled: boolean;\n          transactionId: TransactionID;\n          transactionSaveUpdates: TransactionSaveUpdates;\n          isUncategorizedExpenseCategoryEnabled?: boolean;\n        }>\n      ) {\n        const key = getTransactionDetailKey(action.payload.transactionId);\n        const detail = recordGet(draft.transactionDetailById, key, undefined);\n        if (detail != null) {\n          const currentStatus = detail.transactionDetailUpdateStatus;\n          draft.transactionDetailById[key] = {\n            ...detail,\n            transactionDetailUpdateStatus: {\n              ...currentStatus,\n              saveStatus: {\n                error: undefined,\n                fetchState: 'In-Progress',\n              },\n            },\n          };\n        }\n      },\n      prepare(\n        transactionId: TransactionID,\n        transactionSaveUpdates: TransactionSaveUpdates,\n        isExpenseAutomationEnabled: boolean,\n        cotTransactionTracking: COTTransactionTracking,\n        isUncategorizedExpenseCategoryEnabled?: boolean\n      ) {\n        return {\n          payload: {\n            transactionId,\n            transactionSaveUpdates,\n            isExpenseAutomationEnabled,\n            cotTransactionTracking,\n            isUncategorizedExpenseCategoryEnabled,\n          },\n        };\n      },\n    },\n\n    updateTransactionDetailSaveStatus: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          fetchState: FetchState;\n          transactionId: TransactionID;\n          error?: ZeniAPIStatus;\n        }>\n      ) {\n        const key = getTransactionDetailKey(action.payload.transactionId);\n        const detail = recordGet(draft.transactionDetailById, key, undefined);\n        if (detail != null) {\n          const currentStatus = detail.transactionDetailUpdateStatus;\n          draft.transactionDetailById[key] = {\n            ...detail,\n            transactionDetailUpdateStatus: {\n              ...currentStatus,\n              saveStatus: {\n                error: action.payload.error,\n                fetchState: action.payload.fetchState,\n              },\n            },\n          };\n        }\n      },\n      prepare(\n        transactionId: TransactionID,\n        fetchState: FetchState,\n        error?: ZeniAPIStatus\n      ) {\n        return {\n          payload: {\n            transactionId,\n            fetchState,\n            error,\n          },\n        };\n      },\n    },\n\n    clearTransactionDetailSaveStatus: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          transactionId: TransactionID;\n        }>\n      ) {\n        const key = getTransactionDetailKey(action.payload.transactionId);\n        const detail = recordGet(draft.transactionDetailById, key, undefined);\n        if (detail != null) {\n          const currentStatus = detail.transactionDetailUpdateStatus;\n          draft.transactionDetailById[key] = {\n            ...detail,\n            transactionDetailUpdateStatus: {\n              ...currentStatus,\n              saveStatus: {\n                error: undefined,\n                fetchState: 'Not-Started',\n              },\n              consolidatedFetchState: 'Not-Started',\n            },\n          };\n        }\n      },\n      prepare(transactionId: TransactionID) {\n        return {\n          payload: {\n            transactionId,\n          },\n        };\n      },\n    },\n\n    markTransactionAsNotMiscategorized: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          isExpenseAutomationEnabled: boolean;\n          transactionId: TransactionID;\n          transactionSaveUpdates: TransactionSaveUpdates;\n        }>\n      ) {\n        const key = getTransactionDetailKey(action.payload.transactionId);\n        const detail = recordGet(draft.transactionDetailById, key, undefined);\n        if (detail != null) {\n          const currentStatus = detail.transactionDetailUpdateStatus;\n          draft.transactionDetailById[key] = {\n            ...detail,\n            transactionDetailUpdateStatus: {\n              ...currentStatus,\n              markAsNotMiscatStatus: {\n                error: undefined,\n                fetchState: 'In-Progress',\n              },\n            },\n          };\n        }\n      },\n      prepare(\n        transactionId: TransactionID,\n        transactionSaveUpdates: TransactionSaveUpdates,\n        isExpenseAutomationEnabled: boolean\n      ) {\n        return {\n          payload: {\n            transactionId,\n            transactionSaveUpdates,\n            isExpenseAutomationEnabled,\n          },\n        };\n      },\n    },\n    updateStatusForTransactionNotMiscategorizedUpdate: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          fetchState: FetchState;\n          transactionId: TransactionID;\n          error?: ZeniAPIStatus;\n        }>\n      ) {\n        const key = getTransactionDetailKey(action.payload.transactionId);\n        const detail = recordGet(draft.transactionDetailById, key, undefined);\n        if (detail != null) {\n          const currentStatus = detail.transactionDetailUpdateStatus;\n          draft.transactionDetailById[key] = {\n            ...detail,\n            transactionDetailUpdateStatus: {\n              ...currentStatus,\n              markAsNotMiscatStatus: {\n                error: action.payload.error,\n                fetchState: action.payload.fetchState,\n              },\n            },\n          };\n        }\n      },\n      prepare(\n        transactionId: TransactionID,\n        fetchState: FetchState,\n        error?: ZeniAPIStatus\n      ) {\n        return {\n          payload: {\n            transactionId,\n            fetchState,\n            error,\n          },\n        };\n      },\n    },\n\n    initializeTransactionDetailLocalData(\n      // eslint-disable-next-line @typescript-eslint/no-unused-vars\n      _draft,\n      // eslint-disable-next-line @typescript-eslint/no-unused-vars\n      _action: PayloadAction<{\n        transactionId: TransactionID;\n        customerId?: ID;\n        vendorId?: ID;\n      }>\n    ) {\n      // nothing to do here\n    },\n    saveTransactionDetailLocalData(\n      draft,\n      action: PayloadAction<{\n        transactionId: TransactionID;\n        transactionLocalData: TransactionDetailLocalData;\n      }>\n    ) {\n      const key = getTransactionDetailKey(action.payload.transactionId);\n      const detail = recordGet(draft.transactionDetailById, key, undefined);\n      if (detail == null) {\n        return;\n      }\n      const incoming = action.payload.transactionLocalData;\n      const prevById = detail.transactionDetailLocalData.lineItemById;\n      // Per-line `categoryClassRecommendationsFetchState` is owned by the\n      // recommendation epic/reducers (markInProgress / markCompleted /\n      // markFailure / setEntityRecommendationForLineIdsForTransactionDetail).\n      // Callers that rebuild `transactionLocalData` from a UI snapshot will\n      // typically have an out-of-date copy of this field (e.g. payee-change\n      // captures the snapshot before the epic's start arm runs and would\n      // otherwise clobber In-Progress back to undefined). Treat the field as\n      // sticky: only let the caller override it when they explicitly set it.\n      const mergedLineItemById: typeof incoming.lineItemById = {};\n      Object.entries(incoming.lineItemById ?? {}).forEach(([lineId, line]) => {\n        mergedLineItemById[lineId] = {\n          ...line,\n          categoryClassRecommendationsFetchState:\n            line.categoryClassRecommendationsFetchState ??\n            prevById?.[lineId]?.categoryClassRecommendationsFetchState,\n        };\n      });\n      draft.transactionDetailById[key] = {\n        ...detail,\n        transactionDetailLocalData: {\n          ...incoming,\n          lineItemById: mergedLineItemById,\n        },\n      };\n    },\n\n    saveTransactionDetail(\n      draft,\n      action: PayloadAction<{\n        cotTransactionTracking: COTTransactionTracking;\n        isExpenseAutomationEnabled: boolean;\n        transactionId: TransactionID;\n        isUncategorizedExpenseCategoryEnabled?: boolean;\n      }>\n    ) {\n      const key = getTransactionDetailKey(action.payload.transactionId);\n      const detail = recordGet(draft.transactionDetailById, key, undefined);\n      if (detail != null) {\n        const currentStatus = detail.transactionDetailUpdateStatus;\n        draft.transactionDetailById[key] = {\n          ...detail,\n          transactionDetailUpdateStatus: {\n            ...currentStatus,\n            consolidatedFetchState: 'In-Progress',\n          },\n        };\n      }\n    },\n\n    updateStatusConsolidatedSaveTransactionDetail(\n      draft,\n      action: PayloadAction<{\n        fetchState: FetchState;\n        transactionId: TransactionID;\n      }>\n    ) {\n      const key = getTransactionDetailKey(action.payload.transactionId);\n      const detail = recordGet(draft.transactionDetailById, key, undefined);\n      if (detail != null) {\n        const currentStatus = detail.transactionDetailUpdateStatus;\n        draft.transactionDetailById[key] = {\n          ...detail,\n          transactionDetailUpdateStatus: {\n            ...currentStatus,\n            consolidatedFetchState: action.payload.fetchState,\n          },\n        };\n      }\n    },\n\n    clearTransactionDetailLocalData(\n      draft,\n      action: PayloadAction<{\n        transactionId: TransactionID;\n      }>\n    ) {\n      const key = getTransactionDetailKey(action.payload.transactionId);\n      const detail = recordGet(draft.transactionDetailById, key, undefined);\n      if (detail != null) {\n        draft.transactionDetailById[key] = {\n          ...detail,\n          transactionDetailLocalData:\n            initialSupportedTransactionDetail.transactionDetailLocalData,\n        };\n      }\n    },\n    resetLineItemsCategoryClassInLocalData: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          lineIdsForReplace: ID[]; // only the account/class/both will be altered and updateAll\n          lineIdsForUpdateAll: ID[]; // only update all will be altered\n          replace: 'account' | 'class' | 'both';\n          transaction: SupportedTransaction;\n          transactionId: TransactionID;\n          updateAll?: boolean; // This flag will be checked/unchecked for ALL line items\n        }>\n      ) {\n        const key = getTransactionDetailKey(action.payload.transactionId);\n        const detail = recordGet(draft.transactionDetailById, key, undefined);\n        if (detail != null) {\n          const newLocalData = toUpdateLineItemsOriginalCategoryClass(\n            action.payload.transaction,\n            detail.transactionDetailLocalData,\n            action.payload.lineIdsForReplace,\n\n            action.payload.lineIdsForUpdateAll,\n            action.payload.replace,\n            action.payload.updateAll\n          );\n          draft.transactionDetailById[key] = {\n            ...detail,\n            transactionDetailLocalData: newLocalData,\n          };\n        }\n      },\n      prepare(\n        transactionId: TransactionID,\n        transaction: SupportedTransaction,\n        lineIdsForReplace: ID[],\n        lineIdsForUpdateAll: ID[],\n        replace: 'account' | 'class' | 'both',\n        updateAll?: boolean\n      ) {\n        return {\n          payload: {\n            transactionId,\n            transaction,\n            lineIdsForReplace,\n            lineIdsForUpdateAll,\n            replace,\n            updateAll,\n          },\n        };\n      },\n    },\n    setAllLineItemsToCategoryClassInLocalData: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          isUpdateAll: boolean;\n          transaction: SupportedTransaction;\n          transactionId: TransactionID;\n\n          chosenAccount?: {\n            account: AccountBase;\n            updateOrRetain: 'update' | 'retain';\n          };\n          chosenClass?: {\n            classBase: ClassBase;\n            updateOrRetain: 'update' | 'retain';\n          };\n          lineEntity?: Entity;\n          recommendations?: Recommendation[];\n        }>\n      ) {\n        const key = getTransactionDetailKey(action.payload.transactionId);\n        const detail = recordGet(draft.transactionDetailById, key, undefined);\n        if (detail != null) {\n          const newLocalData = toSetAllLineItemsToCategoryClass(\n            action.payload.transaction,\n            detail.transactionDetailLocalData,\n            action.payload.isUpdateAll,\n            action.payload.lineEntity,\n            action.payload.chosenAccount,\n            action.payload.chosenClass\n          );\n          draft.transactionDetailById[key] = {\n            ...detail,\n            transactionDetailLocalData: newLocalData,\n          };\n        }\n      },\n      prepare(\n        transactionId: TransactionID,\n        transaction: SupportedTransaction,\n        isUpdateAll: boolean,\n\n        chosenAccount?: {\n          account: AccountBase;\n          updateOrRetain: 'update' | 'retain';\n        },\n        chosenClass?: {\n          classBase: ClassBase;\n          updateOrRetain: 'update' | 'retain';\n        },\n        lineEntity?: Entity,\n        recommendations?: Recommendation[]\n      ) {\n        return {\n          payload: {\n            transactionId,\n            transaction,\n            isUpdateAll,\n            lineEntity,\n            chosenAccount,\n            chosenClass,\n            recommendations,\n          },\n        };\n      },\n    },\n    setAllLineItemsLocalDataIsUpdateAllChecked: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          isUpdateAll: boolean;\n          transaction: SupportedTransaction;\n          transactionId: TransactionID;\n          entity?: Entity;\n        }>\n      ) {\n        const key = getTransactionDetailKey(action.payload.transactionId);\n        const detail = recordGet(draft.transactionDetailById, key, undefined);\n        if (detail != null) {\n          const newLocalData = toSetAllLineItemsLocalDataIsUpdateAllChecked(\n            action.payload.transaction,\n            detail.transactionDetailLocalData,\n            action.payload.isUpdateAll,\n            action.payload.entity\n          );\n          draft.transactionDetailById[key] = {\n            ...detail,\n            transactionDetailLocalData: newLocalData,\n          };\n        }\n      },\n      prepare(\n        transactionId: TransactionID,\n        transaction: SupportedTransaction,\n        isUpdateAll: boolean,\n        entity?: Entity\n      ) {\n        return {\n          payload: {\n            transactionId,\n            transaction,\n            isUpdateAll,\n            entity,\n          },\n        };\n      },\n    },\n    setEntityRecommendationForLineIdsForTransactionDetail: {\n      // ToDo:  Add a reducer test case to handle this part for JE tran as well - where we only update for targeted line\n      reducer(\n        draft,\n        action: PayloadAction<{\n          amount: number;\n          entity: Entity;\n          lineIds: ID[];\n          recommendationWithCOTByLineId: RecommendationWithCOTByLineId;\n          transaction: SupportedTransactionWithCOT;\n          transactionId: TransactionID;\n          uncategorizedIncomeExpense: UncategorizedAccounts;\n        }>\n      ) {\n        const {\n          transaction,\n          lineIds,\n          recommendationWithCOTByLineId,\n          uncategorizedIncomeExpense,\n        } = action.payload;\n        const key = getTransactionDetailKey(action.payload.transactionId);\n        const detail = recordGet(draft.transactionDetailById, key, undefined);\n        if (detail != null) {\n          const newLocalData = setEntityRecommendationForLineIdInLocalData(\n            transaction,\n            detail.transactionDetailLocalData,\n            action.payload.entity,\n            lineIds,\n            uncategorizedIncomeExpense,\n            recommendationWithCOTByLineId\n          );\n          // Release the per-line fetch flag for every line this fetch\n          // covered so the inline skeleton resolves and the page-level\n          // Save button can re-enable.\n          lineIds.forEach((lineId) => {\n            const lineItem = newLocalData.lineItemById[lineId];\n            if (lineItem != null) {\n              newLocalData.lineItemById[lineId] = {\n                ...lineItem,\n                categoryClassRecommendationsFetchState: {\n                  fetchState: 'Completed',\n                  error: undefined,\n                },\n              };\n            }\n          });\n          draft.transactionDetailById[key] = {\n            ...detail,\n            transactionDetailLocalData: newLocalData,\n          };\n        }\n      },\n      prepare(\n        transactionId: TransactionID,\n        transaction: SupportedTransaction,\n        lineIds: ID[],\n        entity: Entity,\n        amount: number,\n        recommendationWithCOTByLineId: RecommendationWithCOTByLineId,\n        uncategorizedIncomeExpense: UncategorizedAccounts\n      ) {\n        return {\n          payload: {\n            transactionId,\n            transaction,\n            lineIds,\n            entity,\n            amount,\n            recommendationWithCOTByLineId,\n            uncategorizedIncomeExpense,\n          },\n        };\n      },\n    },\n    // Start arm of the line-update recommendations fetch for the detail\n    // page. Flips covered lines to In-Progress; detail page has no\n    // checkbox, so no auto-uncheck side effect.\n    markCategoryClassRecommendationsInProgressForTransactionDetail: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          lineIds: ID[];\n          transactionId: TransactionID;\n        }>\n      ) {\n        const {transactionId, lineIds} = action.payload;\n        const key = getTransactionDetailKey(transactionId);\n        const detail = recordGet(draft.transactionDetailById, key, undefined);\n        if (detail != null) {\n          lineIds.forEach((lineId) => {\n            const lineItem =\n              detail.transactionDetailLocalData.lineItemById[lineId];\n            if (lineItem != null) {\n              detail.transactionDetailLocalData.lineItemById[lineId] = {\n                ...lineItem,\n                categoryClassRecommendationsFetchState: {\n                  fetchState: 'In-Progress',\n                  error: undefined,\n                },\n              };\n            }\n          });\n        }\n      },\n      prepare(transactionId: TransactionID, lineIds: ID[]) {\n        return {payload: {transactionId, lineIds}};\n      },\n    },\n    // Completed arm. Used when the HTTP call succeeded but the server\n    // returned no per-line recommendations — still need to release the\n    // In-Progress flag.\n    markCategoryClassRecommendationsCompletedForTransactionDetail: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          lineIds: ID[];\n          transactionId: TransactionID;\n        }>\n      ) {\n        const {transactionId, lineIds} = action.payload;\n        const key = getTransactionDetailKey(transactionId);\n        const detail = recordGet(draft.transactionDetailById, key, undefined);\n        if (detail != null) {\n          lineIds.forEach((lineId) => {\n            const lineItem =\n              detail.transactionDetailLocalData.lineItemById[lineId];\n            if (lineItem != null) {\n              detail.transactionDetailLocalData.lineItemById[lineId] = {\n                ...lineItem,\n                categoryClassRecommendationsFetchState: {\n                  fetchState: 'Completed',\n                  error: undefined,\n                },\n              };\n            }\n          });\n        }\n      },\n      prepare(transactionId: TransactionID, lineIds: ID[]) {\n        return {payload: {transactionId, lineIds}};\n      },\n    },\n    markCategoryClassRecommendationsFailureForTransactionDetail: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          error: ZeniAPIStatus;\n          lineIds: ID[];\n          transactionId: TransactionID;\n        }>\n      ) {\n        const {transactionId, lineIds, error} = action.payload;\n        const key = getTransactionDetailKey(transactionId);\n        const detail = recordGet(draft.transactionDetailById, key, undefined);\n        if (detail != null) {\n          lineIds.forEach((lineId) => {\n            const lineItem =\n              detail.transactionDetailLocalData.lineItemById[lineId];\n            if (lineItem != null) {\n              detail.transactionDetailLocalData.lineItemById[lineId] = {\n                ...lineItem,\n                categoryClassRecommendationsFetchState: {\n                  fetchState: 'Error',\n                  error,\n                },\n              };\n            }\n          });\n        }\n      },\n      prepare(\n        transactionId: TransactionID,\n        lineIds: ID[],\n        error: ZeniAPIStatus\n      ) {\n        return {payload: {transactionId, lineIds, error}};\n      },\n    },\n    removeEntityRecommendationForLineIdForTransactionDetail: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          lineId: ID;\n          transaction: SupportedTransaction;\n          transactionId: TransactionID;\n        }>\n      ) {\n        const {transaction, lineId} = action.payload;\n        const key = getTransactionDetailKey(action.payload.transactionId);\n        const detail = recordGet(draft.transactionDetailById, key, undefined);\n\n        if (detail != null) {\n          const newLocalData = removeEntityRecommendationForLineIdInLocalData(\n            transaction,\n            detail.transactionDetailLocalData,\n            [lineId]\n          );\n          draft.transactionDetailById[key] = {\n            ...detail,\n            transactionDetailLocalData: newLocalData,\n          };\n        }\n      },\n      prepare(\n        transactionId: TransactionID,\n        transaction: SupportedTransaction,\n        lineId: ID\n      ) {\n        return {\n          payload: {\n            transactionId,\n            transaction,\n            lineId,\n          },\n        };\n      },\n    },\n    updateSelectedCustomer(\n      draft,\n      action: PayloadAction<{\n        customerUpdates: TransactionVendorUpdates;\n        transactionId: TransactionID;\n        entity?: Entity;\n        resetRecommendations?: boolean;\n      }>\n    ) {\n      const key = getTransactionDetailKey(action.payload.transactionId);\n      const detail = recordGet(draft.transactionDetailById, key, undefined);\n      if (detail != null) {\n        draft.transactionDetailById[key] = {\n          ...detail,\n          transactionDetailLocalData: getUpdatedEntityLocalData(\n            detail.transactionDetailLocalData,\n            action.payload.customerUpdates,\n            action.payload.entity,\n            action.payload.resetRecommendations,\n            'customer'\n          ),\n        };\n      }\n    },\n    resetSelectedCustomer(\n      draft,\n      action: PayloadAction<{\n        transactionId: TransactionID;\n      }>\n    ) {\n      const key = getTransactionDetailKey(action.payload.transactionId);\n      const detail = recordGet(draft.transactionDetailById, key, undefined);\n      if (detail != null) {\n        draft.transactionDetailById[key] = {\n          ...detail,\n          transactionDetailLocalData: getResetEntityLocalData(\n            detail.transactionDetailLocalData,\n            'customer'\n          ),\n        };\n      }\n    },\n    updateSelectedVendor(\n      draft,\n      action: PayloadAction<{\n        transactionId: TransactionID;\n        vendorUpdates: TransactionVendorUpdates;\n        entity?: Entity;\n        resetRecommendations?: boolean;\n      }>\n    ) {\n      const key = getTransactionDetailKey(action.payload.transactionId);\n      const detail = recordGet(draft.transactionDetailById, key, undefined);\n      if (detail != null) {\n        draft.transactionDetailById[key] = {\n          ...detail,\n          transactionDetailLocalData: getUpdatedEntityLocalData(\n            detail.transactionDetailLocalData,\n            action.payload.vendorUpdates,\n            action.payload.entity,\n            action.payload.resetRecommendations,\n            'vendor'\n          ),\n        };\n      }\n    },\n    resetVendor(\n      draft,\n      action: PayloadAction<{\n        transactionId: TransactionID;\n      }>\n    ) {\n      const key = getTransactionDetailKey(action.payload.transactionId);\n      const detail = recordGet(draft.transactionDetailById, key, undefined);\n      if (detail != null) {\n        draft.transactionDetailById[key] = {\n          ...detail,\n          transactionDetailLocalData: getResetEntityLocalData(\n            detail.transactionDetailLocalData,\n            'vendor'\n          ),\n        };\n      }\n    },\n    updateLocalDataWithTransactionsUpdateWithVendorCheckbox(\n      draft,\n      action: PayloadAction<{\n        isUpdateEnabled: boolean;\n        transactionId: TransactionID;\n      }>\n    ) {\n      const key = getTransactionDetailKey(action.payload.transactionId);\n      const detail = recordGet(draft.transactionDetailById, key, undefined);\n      if (detail != null) {\n        const transactionDetailLocalData = {\n          ...detail.transactionDetailLocalData,\n          updatePreviousTransactionsWithUpdatedVendor:\n            action.payload.isUpdateEnabled,\n        };\n        const transactionDetails = {\n          ...detail,\n          transactionDetailLocalData: transactionDetailLocalData,\n        };\n        draft.transactionDetailById[key] = transactionDetails;\n      }\n    },\n    updateLatestSelectedEntity(\n      draft,\n      action: PayloadAction<{\n        entity: Entity;\n        lineId: ID;\n        transactionId: TransactionID;\n      }>\n    ) {\n      const key = getTransactionDetailKey(action.payload.transactionId);\n      const detail = recordGet(draft.transactionDetailById, key, undefined);\n      if (detail != null) {\n        const transactionDetailLocalData = {\n          ...detail.transactionDetailLocalData,\n          latestSelectedEntityOnLineItem: action.payload.entity,\n          latestUpdatedLineWithEntity: action.payload.lineId,\n        };\n\n        const transactionDetails = {\n          ...detail,\n          transactionDetailLocalData: transactionDetailLocalData,\n        };\n        draft.transactionDetailById[key] = transactionDetails;\n      }\n    },\n    updateVendorToAllLineItems: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          entity: Entity;\n          transaction: SupportedTransaction;\n          transactionId: TransactionID;\n        }>\n      ) {\n        const key = getTransactionDetailKey(action.payload.transactionId);\n        const detail = recordGet(draft.transactionDetailById, key, undefined);\n        if (detail != null) {\n          const newLocalData = toSetAllLineItemsToVendor(\n            action.payload.transaction,\n            detail.transactionDetailLocalData,\n            action.payload.entity\n          );\n          draft.transactionDetailById[key] = {\n            ...detail,\n            transactionDetailLocalData: newLocalData,\n          };\n        }\n      },\n      prepare(\n        transactionId: TransactionID,\n        transaction: SupportedTransaction,\n        entity: Entity\n      ) {\n        return {\n          payload: {\n            transactionId,\n            transaction,\n            entity,\n          },\n        };\n      },\n    },\n    setIsVendorUpdateAllChecked: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          isEnabled: boolean;\n          transaction: SupportedTransaction;\n          transactionId: TransactionID;\n        }>\n      ) {\n        const key = getTransactionDetailKey(action.payload.transactionId);\n        const detail = recordGet(draft.transactionDetailById, key, undefined);\n        if (detail != null) {\n          const newLocalData: TransactionDetailLocalData = {\n            ...detail.transactionDetailLocalData,\n            isVendorUpdateAllChecked: action.payload.isEnabled,\n          };\n          draft.transactionDetailById[key] = {\n            ...detail,\n            transactionDetailLocalData: newLocalData,\n          };\n        }\n      },\n      prepare(\n        transactionId: TransactionID,\n        transaction: SupportedTransaction,\n        isEnabled: boolean\n      ) {\n        return {\n          payload: {\n            transactionId,\n            transaction,\n            isEnabled,\n          },\n        };\n      },\n    },\n    resetAllLineItemsToVendor: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          lineIdToRetainVendorSelection: ID;\n          transaction: SupportedTransaction;\n          transactionId: TransactionID;\n        }>\n      ) {\n        const key = getTransactionDetailKey(action.payload.transactionId);\n        const detail = recordGet(draft.transactionDetailById, key, undefined);\n        if (detail != null) {\n          const newLocalData = toUpdateLineItemsToOriginalVendor(\n            action.payload.transaction,\n            detail.transactionDetailLocalData,\n            action.payload.lineIdToRetainVendorSelection\n          );\n          draft.transactionDetailById[key] = {\n            ...detail,\n            transactionDetailLocalData: newLocalData,\n          };\n        }\n      },\n      prepare(\n        transactionId: TransactionID,\n        transaction: SupportedTransaction,\n        lineIdToRetainVendorSelection: ID\n      ) {\n        return {\n          payload: {\n            transactionId,\n            transaction,\n            lineIdToRetainVendorSelection,\n          },\n        };\n      },\n    },\n    clearRecommendedVendorsList(draft) {\n      Object.assign(draft, initialState);\n    },\n    clearTransactionDetail(draft) {\n      Object.assign(draft, initialState);\n    },\n    updateTransactionStateIfUpdateActionNotAllowed(\n      draft,\n      action: PayloadAction<{transactionId: TransactionID}>\n    ) {\n      const key = getTransactionDetailKey(action.payload.transactionId);\n      const transactionDraft = draft.transactionDetailById[key];\n      if (transactionDraft != null) {\n        draft.transactionDetailById[key] = {\n          ...transactionDraft,\n          isUpdateNotAllowed: true,\n        };\n      }\n    },\n    uploadMissingAttachmentSuccess: {\n      reducer() {\n        // Do nothing..\n      },\n      prepare(\n        payload: SupportedTransactionPayload,\n        updateType: UpdateType = 'merge'\n      ) {\n        return {payload: {payload}, meta: {updateType}};\n      },\n    },\n\n    deleteTransactionAttachment: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          attachmentFileName: string;\n          transactionId: TransactionID;\n        }>\n      ) {\n        const {attachmentFileName, transactionId} = action.payload;\n        const key = getTransactionDetailKey(transactionId);\n        const detail = recordGet(draft.transactionDetailById, key, undefined);\n        if (detail != null) {\n          draft.transactionDetailById[key] = {\n            ...detail,\n            deleteStatusByAttachmentName: {\n              ...draft.transactionDetailById[key]?.deleteStatusByAttachmentName,\n              [attachmentFileName]: {\n                fetchState: 'In-Progress',\n                error: undefined,\n              },\n            },\n          };\n        }\n      },\n      prepare(attachmentFileName: string, transactionId: TransactionID) {\n        return {\n          payload: {\n            attachmentFileName,\n            transactionId,\n          },\n        };\n      },\n    },\n\n    deleteTransactionAttachmentFailure(\n      draft,\n      action: PayloadAction<{\n        attachmentFileName: string;\n        status: ZeniAPIStatus;\n        transactionId: TransactionID;\n      }>\n    ) {\n      const {attachmentFileName, status, transactionId} = action.payload;\n\n      const key = getTransactionDetailKey(transactionId);\n      const detail = recordGet(draft.transactionDetailById, key, undefined);\n      if (detail != null) {\n        draft.transactionDetailById[key] = {\n          ...detail,\n          deleteStatusByAttachmentName: {\n            ...draft.transactionDetailById[key]?.deleteStatusByAttachmentName,\n            [attachmentFileName]: {fetchState: 'Error', error: status},\n          },\n        };\n      }\n    },\n\n    deleteTransactionAttachmentSuccess(\n      draft,\n      action: PayloadAction<{\n        attachmentFileName: string;\n        transactionId: TransactionID;\n      }>\n    ) {\n      const {attachmentFileName, transactionId} = action.payload;\n\n      const key = getTransactionDetailKey(transactionId);\n      const detail = recordGet(draft.transactionDetailById, key, undefined);\n      if (detail != null) {\n        draft.transactionDetailById[key] = {\n          ...detail,\n          deleteStatusByAttachmentName: {\n            ...draft.transactionDetailById[key]?.deleteStatusByAttachmentName,\n            [attachmentFileName]: {fetchState: 'Completed', error: undefined},\n          },\n        };\n      }\n    },\n    updateVendorBulkRecommendationsFetchStatus: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          fetchState: FetchState;\n          transactionId: TransactionID;\n          error?: ZeniAPIStatus;\n        }>\n      ) {\n        const key = getTransactionDetailKey(action.payload.transactionId);\n        const detail = recordGet(draft.transactionDetailById, key, undefined);\n        if (detail != null) {\n          draft.transactionDetailById[key] = {\n            ...detail,\n            transactionDetailLocalData: {\n              ...detail.transactionDetailLocalData,\n              vendorBulkUpdateCategoryClassRecommendationsFetchStatus: {\n                error: action.payload.error,\n                fetchState: action.payload.fetchState,\n              },\n            },\n          };\n        }\n      },\n      prepare(\n        transactionId: TransactionID,\n        fetchState: FetchState,\n        error?: ZeniAPIStatus\n      ) {\n        return {\n          payload: {\n            transactionId,\n            fetchState,\n            error,\n          },\n        };\n      },\n    },\n  },\n});\n\nexport const {\n  downloadAccountingProviderAttachment,\n  downloadAccountingProviderAttachmentSuccess,\n  downloadAccountingProviderAttachmentFailure,\n  fetchTransactionDetail,\n  updateTransactionDetailFetchState,\n  removeTransactionDetail,\n  clearTransactionDetail,\n  uploadMissingAttachmentSuccess,\n  updateTransactionDetail,\n  updateTransactionDetailSaveStatus,\n  clearTransactionDetailSaveStatus,\n  markTransactionAsNotMiscategorized,\n  deleteTransactionAttachment,\n  deleteTransactionAttachmentFailure,\n  deleteTransactionAttachmentSuccess,\n  updateStatusForTransactionNotMiscategorizedUpdate,\n  updateStatusConsolidatedSaveTransactionDetail,\n  updateTransactionStateIfUpdateActionNotAllowed,\n  saveTransactionDetail,\n  initializeTransactionDetailLocalData,\n  saveTransactionDetailLocalData,\n  clearTransactionDetailLocalData,\n  resetLineItemsCategoryClassInLocalData,\n  setAllLineItemsToCategoryClassInLocalData,\n  setAllLineItemsLocalDataIsUpdateAllChecked,\n  setEntityRecommendationForLineIdsForTransactionDetail,\n  markCategoryClassRecommendationsInProgressForTransactionDetail,\n  markCategoryClassRecommendationsCompletedForTransactionDetail,\n  markCategoryClassRecommendationsFailureForTransactionDetail,\n  removeEntityRecommendationForLineIdForTransactionDetail,\n  updateSelectedVendor,\n  updateSelectedCustomer,\n  resetVendor,\n  resetSelectedCustomer,\n  updateLocalDataWithTransactionsUpdateWithVendorCheckbox,\n  updateVendorToAllLineItems,\n  resetAllLineItemsToVendor,\n  updateLatestSelectedEntity,\n  updateVendorBulkRecommendationsFetchStatus,\n  setIsVendorUpdateAllChecked,\n} = transactionDetail.actions;\nexport default transactionDetail.reducer;\n\nfunction getUpdatedEntityLocalData(\n  detail: TransactionDetailLocalData,\n  updates: TransactionVendorUpdates,\n  entity: Entity | undefined,\n  resetRecommendations: boolean | undefined,\n  type: EntityType\n) {\n  const key = type === 'customer' ? 'customerUpdates' : 'vendorUpdates';\n  const transactionDetailLocalData = {\n    ...detail,\n    [key]: {\n      name: updates.name,\n      id: updates.id ?? updates.name ?? '',\n      qboId: updates.qboId ?? updates.name ?? '',\n    },\n    selectedEntity: entity,\n  };\n\n  if (resetRecommendations === true) {\n    for (const key in transactionDetailLocalData.lineItemById) {\n      transactionDetailLocalData.lineItemById[key].recommendedAccount =\n        undefined;\n      transactionDetailLocalData.lineItemById[key].recommendedClass = undefined;\n    }\n  }\n  return transactionDetailLocalData;\n}\n\nfunction getResetEntityLocalData(\n  detail: TransactionDetailLocalData,\n  type: EntityType\n) {\n  const detailsKey = type === 'customer' ? 'customerDetails' : 'vendorDetails';\n  const updatesKey = type === 'customer' ? 'customerUpdates' : 'vendorUpdates';\n  const details = detail[detailsKey];\n\n  return {\n    ...detail,\n    [updatesKey]: details,\n    selectedEntity:\n      details != null\n        ? {\n            id: details.id,\n            name: details.name,\n            qboId: details.qboId,\n            type: toEntityType(type),\n            zeniId: details.id,\n          }\n        : undefined,\n    ...(type === 'vendor' && {\n      updatePreviousTransactionsWithUpdatedVendor: false,\n    }),\n  };\n}\n"]}

package/lib/esm/view/transactionDetail/transactionDetailSelector.js.map

@@ -1 +0,0 @@
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recordGet from 'lodash/get';\n\nimport {NestedAccountHierarchyForReport} from '../../commonStateTypes/accountView/nestedAccountID';\nimport {NestedClassHierarchyForReport} from '../../commonStateTypes/classesView/nestedClassID';\nimport {FetchState, FetchStateAndError} from '../../commonStateTypes/common';\nimport {reduceFetchState} from '../../commonStateTypes/reduceFetchState';\nimport {SelectorView} from '../../commonStateTypes/viewAndReport/viewAndReport';\nimport {AccountBase} from '../../entity/account/accountState';\nimport {\n  getIsAccountingClassesEnabled,\n  getIsAccountingProjectsEnabled,\n} from '../../entity/tenant/tenantSelector';\nimport {TransactionID} from '../../entity/transaction/stateTypes/transaction';\nimport {toTransactionTypeStrict} from '../../entity/transaction/stateTypes/transactionType';\nimport {getTransactionWithCOT} from '../../entity/transaction/transactionHelper';\nimport {getSupportedTransactionById} from '../../entity/transaction/transactionSelector';\nimport {SupportedTransactionWithCOT} from '../../entity/transaction/transactionState';\nimport {getVendorsByVendorIds} from '../../entity/vendor/vendorSelector';\nimport {Vendor} from '../../entity/vendor/vendorState';\nimport {RootState} from '../../reducer';\nimport {ZeniAPIStatus} from '../../responsePayload';\nimport {ZeniDate, dateNow} from '../../zeniDayJS';\nimport {\n  AccountListSelectorView,\n  getAccountList,\n  getNestedAccountListHierarchy,\n} from '../accountList/accountListSelector';\nimport {\n  ClassListSelectorView,\n  getClassList,\n  getNestedClassListHierarchy,\n} from '../classList/classListSelector';\nimport {getResolvedTransferAccounts} from '../createTransferEntry/createTransferEntrySelector';\nimport {\n  ProjectListSelectorView,\n  getProjectList,\n} from '../projectList/projectListSelector';\nimport {\n  SupportedTransactionDetail,\n  getAllLinkedTransactions,\n  getTransactionDetailKey,\n  initialSupportedTransactionDetail,\n} from './transactionDetailState';\nimport {TransactionDetailLocalData} from './transactionDetailTypes';\n\nexport interface TransactionDetailReport extends SelectorView {\n  accountList: AccountListSelectorView;\n  accountsHierarchyList: NestedAccountHierarchyForReport[];\n  allVendors: Vendor[];\n  classHierarchyList: NestedClassHierarchyForReport[];\n  classList: ClassListSelectorView;\n  createTransferEntryStatus: FetchState;\n  /** Resolved credit-card pool for credit_card_payment transfer drawer. */\n  creditCardTransferAccountsList: AccountBase[];\n  deleteStatusByAttachmentName: Record<string, FetchStateAndError>;\n  // True when any line on this transaction is currently refetching\n  // category/class recommendations because the user changed the\n  // payee/customer. Drives the page-level Save disable.\n  hasInFlightCategoryClassRecommendations: boolean;\n  isAccountingClassesEnabled: boolean;\n  isAccountingProjectsEnabled: boolean;\n  linkedTransactions: SupportedTransactionWithCOT[];\n  projectList: ProjectListSelectorView;\n  transactionDetailLocalData: TransactionDetailLocalData;\n  transactionDetailUpdateStatus: FetchStateAndError;\n  transferAccounts: AccountBase[];\n  isUpdateNotAllowed?: boolean;\n  transaction?: SupportedTransactionWithCOT;\n}\n\nexport interface VendorDetailsView extends SelectorView {\n  vendors: Vendor[];\n}\n// \"Any line on this transaction is fetching category/class recommendations?\"\n// Inlined as a plain function because the upstream selector\n// `getTransactionDetail` is also un-memoized and the iteration is O(lines)\n// — typically <10. Exported standalone so consumers that only need the\n// flag (e.g. footer save-disable) can avoid materializing the whole\n// detail report.\nexport const getDetailInFlightRecommendations = (\n  state: RootState,\n  transactionId: TransactionID\n): boolean => {\n  const detailKey = getTransactionDetailKey(transactionId);\n  const detail = recordGet(\n    state.transactionDetailState.transactionDetailById,\n    detailKey,\n    undefined\n  );\n  if (detail == null) {\n    return false;\n  }\n  for (const lineItem of Object.values(\n    detail.transactionDetailLocalData.lineItemById\n  )) {\n    if (\n      lineItem.categoryClassRecommendationsFetchState?.fetchState ===\n      'In-Progress'\n    ) {\n      return true;\n    }\n  }\n  return false;\n};\n\nexport const getTransactionDetail = (\n  state: RootState,\n  transactionId: TransactionID,\n  fetchLinkedTransactions = true\n): TransactionDetailReport => {\n  const {\n    transactionDetailState,\n    transactionState,\n    vendorState,\n    vendorListState,\n    accountState,\n    classState,\n    classListState,\n    accountListState,\n    createTransferEntryState,\n    projectState,\n    projectListState,\n  } = state;\n  const detailKey = getTransactionDetailKey(transactionId);\n  const transactionDetail = recordGet(\n    transactionDetailState.transactionDetailById,\n    detailKey\n  );\n\n  let fetchState: FetchStateAndError = {\n    fetchState: transactionDetail?.fetchState ?? 'Not-Started',\n    error: transactionDetail?.error,\n  };\n  const transaction = getSupportedTransactionById(transactionState, detailKey);\n  let linkedTransactions: SupportedTransactionWithCOT[] = [];\n  if (transactionDetail?.fetchState === 'Completed' && transaction != null) {\n    // IMPORTANT: filtering out unsupported linked transactions\n    // Quick work around for now until we come up with a default teamplate for\n    // un-supported transactions!!\n    const supportedLinkedTransactionIDs = getAllLinkedTransactions(\n      transaction\n    ).filter(\n      (linkedTranId) => toTransactionTypeStrict(linkedTranId.type) != null\n    );\n    const linkedTransactionDetails: SupportedTransactionDetail[] =\n      supportedLinkedTransactionIDs\n        .map((linkedTranID) => {\n          const key = getTransactionDetailKey(linkedTranID);\n          return recordGet(transactionDetailState.transactionDetailById, key);\n        })\n        .filter((value) => value != null) as SupportedTransactionDetail[];\n\n    const linkedTransactionsFetchState =\n      linkedTransactionDetails.length > 0\n        ? reduceFetchState(linkedTransactionDetails)\n        : fetchState;\n    if (\n      fetchLinkedTransactions &&\n      linkedTransactionsFetchState.fetchState === 'Completed'\n    ) {\n      linkedTransactions = linkedTransactionDetails\n        .map((linkedTranDetail) => {\n          const key = getTransactionDetailKey(linkedTranDetail.transactionId!); // eslint-disable-line @typescript-eslint/no-non-null-assertion\n          return getSupportedTransactionById(transactionState, key);\n        })\n        .filter((value) => {\n          if (value == null) {\n            console.error(\"Can't have null transaction detail at this point\");\n          }\n          return value != null;\n        });\n    } else if (fetchLinkedTransactions) {\n      fetchState = linkedTransactionsFetchState;\n    }\n  }\n  const accountsList = getAccountList(\n    accountState,\n    accountListState,\n    'accountList'\n  );\n\n  const isAccountingClassesEnabled = getIsAccountingClassesEnabled(state);\n  const classList = isAccountingClassesEnabled\n    ? getClassList(classState, classListState)\n    : {\n        classes: [],\n        nestedClassHierarchy: [],\n        fetchState: 'Completed' as const,\n        error: undefined,\n        version: 0,\n      };\n\n  const isAccountingProjectsEnabled = getIsAccountingProjectsEnabled(state);\n  const projectList: ProjectListSelectorView = isAccountingProjectsEnabled\n    ? getProjectList(projectState, projectListState)\n    : {\n        projects: [],\n        fetchState: 'Completed' as const,\n        error: undefined,\n        version: 0,\n      };\n\n  const accountsHierarchyList = getNestedAccountListHierarchy(\n    accountListState,\n    'accountList'\n  );\n  const classHierarchyList = isAccountingClassesEnabled\n    ? getNestedClassListHierarchy(classListState)\n    : [];\n\n  const transactionDetailAnyUpdateStatus =\n    reduceUpdateFetchStates(transactionDetail);\n  const vendors = getVendorsByVendorIds(vendorState, vendorListState.vendorIds);\n\n  const {transferAccountsList, creditCardTransferAccountsList} =\n    getResolvedTransferAccounts(state);\n  const hasInFlightCategoryClassRecommendations =\n    getDetailInFlightRecommendations(state, transactionId);\n\n  return {\n    reportId: 'transaction_detail',\n    reportTitle: 'Transaction Detail',\n    version: 0,\n    status: undefined,\n    fetchState: fetchState.fetchState,\n    error: fetchState.error,\n    transaction: transaction ? getTransactionWithCOT(transaction) : undefined,\n    linkedTransactions,\n    transactionDetailUpdateStatus: transactionDetailAnyUpdateStatus,\n    deleteStatusByAttachmentName:\n      transactionDetail?.deleteStatusByAttachmentName ?? {},\n    accountList: accountsList,\n    classHierarchyList,\n    accountsHierarchyList,\n    classList: classList,\n    hasInFlightCategoryClassRecommendations,\n    isAccountingClassesEnabled,\n    createTransferEntryStatus:\n      createTransferEntryState.createTransferEntryStatus,\n    creditCardTransferAccountsList,\n    transferAccounts: transferAccountsList,\n    isAccountingProjectsEnabled,\n    projectList,\n    isUpdateNotAllowed: transactionDetail?.isUpdateNotAllowed,\n    transactionDetailLocalData:\n      transactionDetail?.transactionDetailLocalData ??\n      initialSupportedTransactionDetail.transactionDetailLocalData,\n    selectedVendor: transactionDetail?.transactionDetailLocalData.vendorUpdates,\n    allVendors: vendors,\n  };\n};\n\nexport function getTransactionDetailForTransaction(\n  rootState: RootState,\n  transactionId: TransactionID\n) {\n  if (transactionId != null) {\n    return getTransactionDetail(rootState, transactionId);\n  } else {\n    return undefined;\n  }\n}\n\nexport const getInitialUpdatablePeriodsForTransactionRecommendations = (\n  companyIncorporationDate?: ZeniDate,\n  bookCloseDate?: ZeniDate\n): {\n  minDate: ZeniDate;\n  endDate?: ZeniDate;\n  startDate?: ZeniDate;\n} => {\n  return {\n    minDate:\n      bookCloseDate != null\n        ? bookCloseDate.add(1, 'day')\n        : companyIncorporationDate != null\n          ? companyIncorporationDate\n          : // when both book close date and incorporation date arent present\n            // only allow user to go back 5 years\n            dateNow().subtract(60, 'month'),\n    startDate:\n      bookCloseDate != null\n        ? bookCloseDate.add(1, 'day')\n        : companyIncorporationDate != null\n          ? companyIncorporationDate\n          : dateNow(),\n    endDate: dateNow(),\n  };\n};\n\nconst reduceUpdateFetchStates = (\n  transactionDetail: SupportedTransactionDetail | undefined\n): FetchStateAndError => {\n  if (transactionDetail == null) {\n    return {\n      fetchState: 'Not-Started',\n      error: undefined,\n    };\n  }\n  return reduceFetchStateForUpdates([\n    {\n      fetchState:\n        transactionDetail.transactionDetailUpdateStatus.consolidatedFetchState,\n      error: undefined,\n    },\n    transactionDetail.transactionDetailUpdateStatus.saveStatus,\n    transactionDetail.transactionDetailUpdateStatus.recommendationUpdateStatus,\n    transactionDetail.transactionDetailUpdateStatus.bulkUpdateStatus,\n    transactionDetail.transactionDetailUpdateStatus.markAsNotMiscatStatus,\n  ]);\n};\n\nconst reduceFetchStateForUpdates = (\n  fetchStateList: FetchStateAndError[]\n): FetchStateAndError => {\n  const isAnyError: boolean = fetchStateList.reduce(\n    (prevValue: boolean, currentValue: FetchStateAndError) => {\n      return prevValue === true || currentValue.fetchState === 'Error';\n    },\n    false\n  );\n\n  const isAnyFetchCompleted: boolean = fetchStateList.reduce(\n    (prevValue: boolean, currentValue: FetchStateAndError) => {\n      return prevValue === true || currentValue.fetchState === 'Completed';\n    },\n    false\n  );\n\n  const isAnyFetchInProgress: boolean = fetchStateList.reduce(\n    (prevValue: boolean, currentValue: FetchStateAndError) => {\n      return prevValue === true || currentValue.fetchState === 'In-Progress';\n    },\n    false\n  );\n\n  if (isAnyError) {\n    const error = fetchStateList.reduce(\n      (\n        prevValue: ZeniAPIStatus | undefined,\n        currentValue: FetchStateAndError\n      ) => {\n        return prevValue ?? currentValue.error;\n      },\n      undefined\n    );\n    return {\n      fetchState: 'Error',\n      error,\n    };\n  } else if (isAnyFetchInProgress) {\n    return {\n      fetchState: 'In-Progress',\n      error: undefined,\n    };\n  } else if (isAnyFetchCompleted) {\n    return {\n      fetchState: 'Completed',\n      error: undefined,\n    };\n  } else {\n    return {\n      fetchState: 'Not-Started',\n      error: undefined,\n    };\n  }\n};\n"]}

package/lib/esm/view/transactionDetail/transactionDetailState.js.map

@@ -1 +0,0 @@
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{\n  FetchState,\n  FetchStateAndError,\n  FetchedState,\n  ID,\n} from '../../commonStateTypes/common';\nimport {Recommendation} from '../../commonStateTypes/recommendationBase';\nimport {AccountBase} from '../../entity/account/accountState';\nimport {ClassBase} from '../../entity/class/classState';\nimport {CustomerBase} from '../../entity/customer/customerState';\nimport {EntityType} from '../../entity/genericEntity/entity';\nimport {ProjectBase} from '../../entity/project/projectState';\nimport {\n  Transaction,\n  TransactionID,\n} from '../../entity/transaction/stateTypes/transaction';\nimport {LinkedTransactionLine} from '../../entity/transaction/stateTypes/transactionLine';\nimport {VendorBase} from '../../entity/vendor/vendorState';\nimport {EntityRecommendationKey} from '../recommendation/recommendationState';\nimport {TransactionDetailLocalData} from './transactionDetailTypes';\n\n// This transaction key only extracts the third party ID and uses that\n// for the ID\nexport const getTransactionDetailKey = (transactionId: TransactionID) =>\n  `${getActualTransactionID(transactionId.id)}_${transactionId.type}` as const;\n\nexport type TransactionDetailKey = ReturnType<typeof getTransactionDetailKey>;\n\nexport const getZeniTransactionDetailKey = (transactionId: TransactionID) =>\n  `${transactionId.id}_${transactionId.type}` as const;\n\nexport type ZeniTransactionDetailKey = ReturnType<\n  typeof getTransactionDetailKey\n>;\n\nexport const getThirdPartyIdFromTransactionId = (\n  transactionId: TransactionID\n): string => {\n  const zeniGeneratedId = transactionId.id;\n  return getActualTransactionID(zeniGeneratedId);\n};\n\n/**\n * Returns actual QBO transaction ID.\n * @param zeniGeneratedId zeni transaciton Id in the form of tran_<uuid>:<qbo_id>\n * @returns retruns the actual QBO transaction Id.\n * @note in case if the given transaction id itself is QBO id, the it just passes it back.\n */\nexport const getActualTransactionID = (zeniGeneratedId: string) => {\n  const splittedIds = zeniGeneratedId.trim().split(':');\n  if (splittedIds.length === 1) {\n    return splittedIds[0];\n  } else {\n    return splittedIds[1];\n  }\n};\n\nexport function getAllLinkedTransactions(\n  transaction: Transaction\n): TransactionID[] {\n  const result: TransactionID[] = [];\n\n  transaction.linkedTransactions?.map((linkedTransaction) =>\n    result.push(linkedTransaction)\n  );\n  transaction.lines?.map((line) => {\n    if (line.type === 'linked_transaction_line') {\n      (line as LinkedTransactionLine).linkedTransactions.map(\n        (linkedTransaction) => result.push(linkedTransaction)\n      );\n    }\n  });\n\n  return result;\n}\n\nexport interface SupportedTransactionDetail extends FetchedState {\n  //This will be unique as it is based on timestamp\n  deleteStatusByAttachmentName: Record<string, FetchStateAndError>;\n  transactionDetailLocalData: TransactionDetailLocalData;\n  transactionDetailUpdateStatus: {\n    bulkUpdateStatus: FetchStateAndError;\n    consolidatedFetchState: FetchState;\n    markAsNotMiscatStatus: FetchStateAndError;\n    recommendationUpdateStatus: FetchStateAndError;\n    saveStatus: FetchStateAndError;\n  };\n  attachments?: AccountingProviderAttachment;\n  isUpdateNotAllowed?: boolean;\n  transactionId?: TransactionID;\n}\ninterface AccountingProviderAttachment {\n  blobs: [];\n  fetchState: FetchStateAndError;\n}\nexport const initialSupportedTransactionDetail: SupportedTransactionDetail = {\n  deleteStatusByAttachmentName: {},\n  fetchState: 'Not-Started',\n  error: undefined,\n  transactionId: undefined,\n  transactionDetailUpdateStatus: {\n    consolidatedFetchState: 'Not-Started',\n    saveStatus: {\n      fetchState: 'Not-Started',\n      error: undefined,\n    },\n    bulkUpdateStatus: {\n      fetchState: 'Not-Started',\n      error: undefined,\n    },\n    recommendationUpdateStatus: {\n      fetchState: 'Not-Started',\n      error: undefined,\n    },\n    markAsNotMiscatStatus: {\n      fetchState: 'Not-Started',\n      error: undefined,\n    },\n  },\n  transactionDetailLocalData: {\n    lineItemById: {},\n    isVendorUpdateAllChecked: false,\n    vendorBulkUpdateCategoryClassRecommendationsFetchStatus: {\n      fetchState: 'Not-Started',\n      error: undefined,\n    },\n  },\n\n  hasValidState() {\n    return this.fetchState === 'Completed';\n  },\n};\n\nexport interface TransactionDetailState {\n  accountingProviderAttachment: {\n    attachmentDataByID: Record<ID, ArrayBuffer>;\n    fetchState: FetchState;\n  };\n\n  transactionDetailById: Record<\n    TransactionDetailKey,\n    SupportedTransactionDetail | undefined\n  >;\n}\n\nexport interface TransactionLineUpdates {\n  account?: AccountBase;\n  class?: ClassBase;\n  customer?: CustomerBase;\n  lineDescription?: string;\n  project?: ProjectBase;\n  recommendation?: Recommendation[];\n  vendor?: VendorBase;\n}\n\nexport interface TransactionUpdates {\n  updatesByLineId: Record<ID, TransactionLineUpdates>;\n  customerId?: ID;\n  documentId?: string;\n  memo?: string;\n  vendorId?: ID;\n}\n\nexport interface EntityRelatedRecommendationUpdates {\n  entityId: ID | null; // null indicates vendor/customer should be created on the fly\n  entityType: EntityType;\n  isBulkUpdate: boolean;\n  recommendations: Recommendation;\n  updatedEntityId: ID | undefined;\n  vendorName?: string; // Required when entityId is null and entityType is 'vendor'\n}\n\nexport interface TransactionSaveUpdates {\n  anyBulkUpdates: boolean; // If there is any bulk update to be done, then this will be true\n  entityRelatedUpdates: Record<\n    EntityRecommendationKey,\n    EntityRelatedRecommendationUpdates\n  >;\n  markAsMiscatUpdates: boolean;\n  updates: TransactionUpdates;\n}\n"]}

package/lib/esm/view/transactionDetail/transactionDetailTypes.js.map

@@ -1 +0,0 @@
-{"version":3,"file":"transactionDetailTypes.js","sourceRoot":"","sources":["../../../../src/view/transactionDetail/transactionDetailTypes.ts"],"names":[],"mappings":"","sourcesContent":["import {FetchStateAndError, ID} from '../../commonStateTypes/common';\nimport {RecommendationWithCOT} from '../../commonStateTypes/recommendationBase';\nimport {\n  AccountBase,\n  RecommendedAccountBase,\n} from '../../entity/account/accountState';\nimport {ClassBase, RecommendedClassBase} from '../../entity/class/classState';\nimport {CustomerBase} from '../../entity/customer/customerState';\nimport {Entity} from '../../entity/genericEntity/entity';\nimport {ProjectBase} from '../../entity/project/projectState';\nimport {TransactionID} from '../../entity/transaction/stateTypes/transaction';\nimport {\n  BillableStatus,\n  PlatformLineDetailType,\n  ProductOrService,\n  TransactionLineBase,\n} from '../../entity/transaction/stateTypes/transactionLine';\nimport {\n  TransactionCategory,\n  TransactionType,\n} from '../../entity/transaction/stateTypes/transactionType';\nimport {VendorBase} from '../../entity/vendor/vendorState';\n\nexport interface TransactionDetailLineItemData extends TransactionLineBase {\n  isCategoryMiscategorized: boolean;\n  isClassMiscategorized: boolean;\n  account?: AccountBase;\n  billable?: BillableStatus;\n  // Per-line fetch status for the targeted recommendations refresh on the\n  // detail page. Drives the inline skeleton on the line's category/class\n  // pickers and the page-level Save disable. Undefined == 'Not-Started'.\n  categoryClassRecommendationsFetchState?: FetchStateAndError;\n  class?: ClassBase;\n  customer?: CustomerBase;\n  // this is for the checkbox after Update\n  isCategoryUpdateSelected?: boolean; //update to checkbox is ticked\n  isClassUpdateSelected?: boolean;\n  isRecommendedCategorySelected?: boolean; //if any of the recomm is selected\n  isRecommendedClassSelected?: boolean;\n  // for the checkbox after Retain\n  isRetainedCategorySelected?: boolean; //retain checkbox is selected\n  isRetainedClassSelected?: boolean;\n  isUpdateAllChecked?: boolean;\n  /// Product or service\n  item?: ProductOrService;\n  lineDetailType?: PlatformLineDetailType;\n  lineEntity?: Entity;\n  lineTransactionType?: TransactionType;\n  linkedTransactions?: TransactionID[];\n  postingType?: TransactionCategory;\n  postingTypeName?: string;\n  project?: ProjectBase;\n  recommendationsWithCOT?: RecommendationWithCOT[];\n  recommendedAccount?: RecommendedAccountBase; //account to show in update to checkbox\n  recommendedClass?: RecommendedClassBase;\n  retainedAccount?: AccountBase; //account to show in retain checkbox\n  retainedClass?: ClassBase;\n  selectedEntityLine?: Entity;\n  vendor?: VendorBase;\n}\n\nexport interface TransactionDetailLocalData {\n  isVendorUpdateAllChecked: boolean; // vendor bulk update checkbox - for JE, deposit etc transactions\n  lineItemById: Record<ID, TransactionDetailLineItemData>;\n  vendorBulkUpdateCategoryClassRecommendationsFetchStatus: FetchStateAndError; // This one will indicate if class and category recommendations are being fetched for any vendor\n  customerDetails?: {\n    id: ID;\n    name: string;\n    qboId: ID;\n  };\n  customerUpdates?: TransactionVendorUpdates;\n  documentId?: string;\n  // recentlySelectedEntityOnLineItem - this will be the vendor or customer that user has selected on any line item at latest. This is used to be sown on the vendor update all footer.\n  latestSelectedEntityOnLineItem?: Entity;\n  latestUpdatedLineWithEntity?: ID;\n  memo?: string;\n  selectedEntity?: Entity;\n  updatePreviousTransactionsWithUpdatedVendor?: boolean;\n  vendorDetails?: {\n    id: ID;\n    name: string;\n    qboId: ID;\n  };\n  vendorUpdates?: TransactionVendorUpdates; //ToDo: Might need to take this out and use current vendor details from transactionVendorView\n}\n\nexport interface TransactionVendorUpdates {\n  name: string;\n  id?: ID; // Optional if vendor does not exist\n  qboId?: ID;\n}\n"]}

package/lib/esm/view/transactionList/fetchTransactionListByAccountEpic.js.map

@@ -1 +0,0 @@
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{toBase64} from 'js-base64';\nimport lodashGet from 'lodash/get';\nimport {ActionsObservable, StateObservable} from 'redux-observable';\nimport {Observable, from, of} from 'rxjs';\nimport {catchError, filter, mergeMap} from 'rxjs/operators';\n\nimport {toString} from '../../commonStateTypes/timePeriod';\nimport {updateTransactions} from '../../entity/transaction/transactionReducer';\nimport {RootState} from '../../reducer';\nimport {createZeniAPIStatus, isSuccessResponse} from '../../responsePayload';\nimport {ZeniAPI} from '../../zeniAPI';\nimport {TransactionListByAccountResponse} from './transactionListPayload';\nimport {\n  fetchAccountTransactionList,\n  updateTransactionListByAccount,\n  updateTransactionListByAccountFailure,\n} from './transactionListReducer';\nimport {getAcTranKey} from './transactionListState';\n\nexport type ActionType =\n  | ReturnType<typeof fetchAccountTransactionList>\n  | ReturnType<typeof updateTransactions>\n  | ReturnType<typeof updateTransactionListByAccount>\n  | ReturnType<typeof updateTransactionListByAccountFailure>;\n\nexport const fetchTransactionListByAccountEpic = (\n  actions$: ActionsObservable<ActionType>,\n  state$: StateObservable<RootState>,\n  zeniAPI: ZeniAPI\n): Observable<ActionType> =>\n  actions$.pipe(\n    filter(fetchAccountTransactionList.match),\n    mergeMap((action) => {\n      const state = state$.value;\n      const key = getAcTranKey(\n        action.payload.accountId,\n        action.payload.accountType,\n        action.payload.period\n      );\n      const accountTransactions = lodashGet(\n        state.transactionListState.byAccount.transactionListByAccountKey,\n        key,\n        undefined\n      );\n      if (\n        action.payload.cacheOverride === true ||\n        accountTransactions == null ||\n        accountTransactions.hasValidState() === false\n      ) {\n        const queryParam: QueryParam = {\n          start_date: toString(action.payload.period.start),\n          end_date: toString(action.payload.period.end),\n          sort_by: 'transaction_date',\n          sort_order: 'desc',\n          account_id: action.payload.accountId,\n          account_type: action.payload.accountType,\n          account_name: action.payload.accountName,\n        };\n        // only if includeSubAccounts is false, only then send this flag. else\n        // dont send anything\n        if (action.payload.includeSubAccountTransactions === false) {\n          queryParam.include_sub_account_transactions =\n            action.payload.includeSubAccountTransactions;\n        }\n        const base64AccountId = toBase64(action.payload.accountId);\n\n        return zeniAPI\n          .getJSON<TransactionListByAccountResponse>(\n            `${\n              zeniAPI.apiEndPoints.accountMicroServiceBaseUrl\n            }/1.0/accounts/${base64AccountId}/transactions?query=${encodeURIComponent(\n              JSON.stringify(queryParam)\n            )}`\n          )\n          .pipe(\n            mergeMap((response) => {\n              if (isSuccessResponse(response) && response.data != null) {\n                const updateActions: ActionType[] = [];\n                updateActions.push(\n                  updateTransactions(\n                    response.data.account.transactions,\n                    (value) => value.transaction_id\n                  )\n                );\n                updateActions.push(\n                  updateTransactionListByAccount(response.data)\n                );\n                return from(updateActions);\n              } else {\n                return of(\n                  updateTransactionListByAccountFailure(\n                    action.payload.accountId,\n                    action.payload.accountType,\n                    action.payload.period,\n                    response.status\n                  )\n                );\n              }\n            }),\n            catchError((error) =>\n              of(\n                updateTransactionListByAccountFailure(\n                  action.payload.accountId,\n                  action.payload.accountType,\n                  action.payload.period,\n                  createZeniAPIStatus(\n                    'Unexpected Error',\n                    'fetch transaction list REST API call errored out' +\n                      JSON.stringify(error)\n                  )\n                )\n              )\n            )\n          );\n      } else {\n        return from([] as ActionType[]);\n      }\n    })\n  );\n\ninterface QueryParam {\n  account_id: string;\n  account_type: string;\n  end_date: string;\n  sort_by: string;\n  sort_order: string;\n  start_date: string;\n  account_name?: string;\n  include_sub_account_transactions?: boolean;\n}\n"]}

package/lib/esm/view/transactionList/fetchTransactionListByClassEpic.js.map

@@ -1 +0,0 @@
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{toBase64} from 'js-base64';\nimport lodashGet from 'lodash/get';\nimport {ActionsObservable, StateObservable} from 'redux-observable';\nimport {Observable, from, of} from 'rxjs';\nimport {catchError, filter, mergeMap} from 'rxjs/operators';\n\nimport {toString} from '../../commonStateTypes/timePeriod';\nimport {updateTransactions} from '../../entity/transaction/transactionReducer';\nimport {RootState} from '../../reducer';\nimport {createZeniAPIStatus, isSuccessResponse} from '../../responsePayload';\nimport {ZeniAPI} from '../../zeniAPI';\nimport {TransactionListByClassResponse} from './transactionListPayload';\nimport {\n  fetchClassTransactionList,\n  updateTransactionListByClass,\n  updateTransactionListByClassFailure,\n} from './transactionListReducer';\nimport {getClassAcTranKey} from './transactionListState';\n\nexport type ActionType =\n  | ReturnType<typeof fetchClassTransactionList>\n  | ReturnType<typeof updateTransactions>\n  | ReturnType<typeof updateTransactionListByClass>\n  | ReturnType<typeof updateTransactionListByClassFailure>;\n\nexport const fetchTransactionListByClassEpic = (\n  actions$: ActionsObservable<ActionType>,\n  state$: StateObservable<RootState>,\n  zeniAPI: ZeniAPI\n): Observable<ActionType> =>\n  actions$.pipe(\n    filter(fetchClassTransactionList.match),\n    mergeMap((action) => {\n      const state = state$.value;\n      const key = getClassAcTranKey(\n        action.payload.accountId,\n        action.payload.accountType,\n        action.payload.classId,\n        action.payload.period\n      );\n      const classTransactions = lodashGet(\n        state.transactionListState.byClass.transactionListByClassKey,\n        key,\n        undefined\n      );\n      if (\n        action.payload.cacheOverride === true ||\n        classTransactions == null ||\n        classTransactions.hasValidState() === false\n      ) {\n        const queryParam: QueryParam = {\n          start_date: toString(action.payload.period.start),\n          end_date: toString(action.payload.period.end),\n          sort_by: 'create_time',\n          sort_order: 'desc',\n          account_id: action.payload.accountId,\n          account_type: action.payload.accountType,\n          accounting_class_id: action.payload.classId,\n          include_sub_class_transactions: false,\n        };\n        const base64AccountId = toBase64(action.payload.accountId);\n\n        return zeniAPI\n          .getJSON<TransactionListByClassResponse>(\n            `${\n              zeniAPI.apiEndPoints.accountMicroServiceBaseUrl\n            }/1.0/accounts/${base64AccountId}/transactions?query=${encodeURIComponent(\n              JSON.stringify(queryParam)\n            )}`\n          )\n          .pipe(\n            mergeMap((response) => {\n              if (isSuccessResponse(response) && response.data != null) {\n                const updateActions: ActionType[] = [];\n                updateActions.push(\n                  updateTransactions(\n                    response.data.account.transactions,\n                    (value) => value.transaction_id\n                  )\n                );\n                updateActions.push(updateTransactionListByClass(response.data));\n                return from(updateActions);\n              } else {\n                return of(\n                  updateTransactionListByClassFailure(\n                    action.payload.accountId,\n                    action.payload.accountType,\n                    action.payload.classId,\n                    action.payload.period,\n                    response.status\n                  )\n                );\n              }\n            }),\n            catchError((error) =>\n              of(\n                updateTransactionListByClassFailure(\n                  action.payload.accountId,\n                  action.payload.accountType,\n                  action.payload.classId,\n                  action.payload.period,\n                  createZeniAPIStatus(\n                    'Unexpected Error',\n                    'fetch transaction list REST API call errored out' +\n                      JSON.stringify(error)\n                  )\n                )\n              )\n            )\n          );\n      } else {\n        return from([] as ActionType[]);\n      }\n    })\n  );\n\ninterface QueryParam {\n  account_id: string;\n  account_type: string;\n  accounting_class_id: string;\n  end_date: string;\n  include_sub_class_transactions: boolean;\n  sort_by: string;\n  sort_order: string;\n  start_date: string;\n}\n"]}

package/lib/esm/view/transactionList/fetchTransactionListByEntityEpic.js.map

@@ -1 +0,0 @@
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action.payload.isFetchAllTransactions\n              : null,\n        };\n\n        return zeniAPI\n          .getJSON<TransactionListByEntityResponse>(\n            `${\n              zeniAPI.apiEndPoints.accountMicroServiceBaseUrl\n            }/1.0/transactions?query=${encodeURIComponent(\n              JSON.stringify(queryParam)\n            )}`\n          )\n          .pipe(\n            mergeMap((response) => {\n              if (isSuccessResponse(response) && response.data != null) {\n                const updateActions: ActionType[] = [];\n                updateActions.push(\n                  updateTransactions(\n                    response.data.transactions,\n                    (value) => value.transaction_id\n                  )\n                );\n                updateActions.push(\n                  updateTransactionListByEntity(response.data)\n                );\n                return from(updateActions);\n              } else {\n                return of(\n                  updateTransactionListByEntityFailure(\n                    action.payload.entity,\n                    action.payload.period,\n                    response.status\n                  )\n                );\n              }\n            }),\n            catchError((error) =>\n              of(\n                updateTransactionListByEntityFailure(\n                  action.payload.entity,\n                  action.payload.period,\n                  createZeniAPIStatus(\n                    'Unexpected Error',\n                    'fetch transaction list REST API call errored out' +\n                      JSON.stringify(error)\n                  )\n                )\n              )\n            )\n          );\n      } else {\n        return from([] as ActionType[]);\n      }\n    })\n  );\n\ninterface QueryParam {\n  end_date: string;\n  entity_id: string;\n  entity_name: string;\n  entity_type: string;\n  is_fetch_all_transactions: boolean | null;\n  sort_by: string;\n  sort_order: string;\n  start_date: string;\n}\n"]}

package/lib/esm/view/transactionList/fetchTransactionListByProjectEpic.js.map

@@ -1 +0,0 @@
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{toBase64} from 'js-base64';\nimport lodashGet from 'lodash/get';\nimport {ActionsObservable, StateObservable} from 'redux-observable';\nimport {Observable, from, of} from 'rxjs';\nimport {catchError, filter, mergeMap} from 'rxjs/operators';\n\nimport {toString} from '../../commonStateTypes/timePeriod';\nimport {updateTransactions} from '../../entity/transaction/transactionReducer';\nimport {RootState} from '../../reducer';\nimport {createZeniAPIStatus, isSuccessResponse} from '../../responsePayload';\nimport {ZeniAPI} from '../../zeniAPI';\nimport {TransactionListByProjectResponse} from './transactionListPayload';\nimport {\n  fetchProjectTransactionList,\n  updateTransactionListByProject,\n  updateTransactionListByProjectFailure,\n} from './transactionListReducer';\nimport {getProjectAcTranKey} from './transactionListState';\n\nexport type ActionType =\n  | ReturnType<typeof fetchProjectTransactionList>\n  | ReturnType<typeof updateTransactions>\n  | ReturnType<typeof updateTransactionListByProject>\n  | ReturnType<typeof updateTransactionListByProjectFailure>;\n\nexport const fetchTransactionListByProjectEpic = (\n  actions$: ActionsObservable<ActionType>,\n  state$: StateObservable<RootState>,\n  zeniAPI: ZeniAPI\n): Observable<ActionType> =>\n  actions$.pipe(\n    filter(fetchProjectTransactionList.match),\n    mergeMap((action) => {\n      const state = state$.value;\n      const key = getProjectAcTranKey(\n        action.payload.accountId,\n        action.payload.accountType,\n        action.payload.projectId,\n        action.payload.period\n      );\n      const projectTransactions = lodashGet(\n        state.transactionListState.byProject.transactionListByProjectKey,\n        key,\n        undefined\n      );\n      if (\n        action.payload.cacheOverride === true ||\n        projectTransactions == null ||\n        projectTransactions.hasValidState() === false\n      ) {\n        const queryParam: QueryParam = {\n          start_date: toString(action.payload.period.start),\n          end_date: toString(action.payload.period.end),\n          sort_by: 'create_time',\n          sort_order: 'desc',\n          account_id: action.payload.accountId,\n          account_type: action.payload.accountType,\n          accounting_project_id: action.payload.projectId,\n        };\n        const base64AccountId = toBase64(action.payload.accountId);\n\n        return zeniAPI\n          .getJSON<TransactionListByProjectResponse>(\n            `${\n              zeniAPI.apiEndPoints.accountMicroServiceBaseUrl\n            }/1.0/accounts/${base64AccountId}/transactions?query=${encodeURIComponent(\n              JSON.stringify(queryParam)\n            )}`\n          )\n          .pipe(\n            mergeMap((response) => {\n              if (isSuccessResponse(response) && response.data != null) {\n                const updateActions: ActionType[] = [];\n                updateActions.push(\n                  updateTransactions(\n                    response.data.account.transactions,\n                    (value) => value.transaction_id\n                  )\n                );\n                updateActions.push(\n                  updateTransactionListByProject(response.data)\n                );\n                return from(updateActions);\n              } else {\n                return of(\n                  updateTransactionListByProjectFailure(\n                    action.payload.accountId,\n                    action.payload.accountType,\n                    action.payload.projectId,\n                    action.payload.period,\n                    response.status\n                  )\n                );\n              }\n            }),\n            catchError((error) =>\n              of(\n                updateTransactionListByProjectFailure(\n                  action.payload.accountId,\n                  action.payload.accountType,\n                  action.payload.projectId,\n                  action.payload.period,\n                  createZeniAPIStatus(\n                    'Unexpected Error',\n                    'fetch transaction list REST API call errored out' +\n                      JSON.stringify(error)\n                  )\n                )\n              )\n            )\n          );\n      } else {\n        return from([] as ActionType[]);\n      }\n    })\n  );\n\ninterface QueryParam {\n  account_id: string;\n  account_type: string;\n  accounting_project_id: string;\n  end_date: string;\n  sort_by: string;\n  sort_order: string;\n  start_date: string;\n}\n"]}