@zeniai/client-epic-state 5.1.18-betaDI4 → 5.1.18-betaDI5

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

@@ -1 +0,0 @@
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{FetchStateAndError} from '../../commonStateTypes/common';\nimport {\n  reduceAllFetchState,\n  reduceAnyFetchState,\n} from '../../commonStateTypes/reduceFetchState';\nimport {\n  MonthYearPeriod,\n  toMonthYearPeriodId,\n} from '../../commonStateTypes/timePeriod';\nimport {getMonthEndCloseChecksForATenantForSelectedPeriod} from '../../entity/monthEndCloseChecks/monthEndCloseChecksSelector';\nimport {MonthEndAuditSummary} from '../../entity/monthEndCloseChecks/monthEndCloseChecksState';\nimport {\n  CurrentTenant,\n  getCurrentTenant,\n} from '../../entity/tenant/tenantSelector';\nimport {RootState} from '../../reducer';\nimport {ZeniDate} from '../../zeniDayJS';\nimport {getCompanyMonthEndReportSelectorView} from '../companyMonthEndReportView/companyMonthEndReportViewSelector';\nimport {\n  getMonthEndCloseChecksViewByTenantId,\n  isMonthEndInsightDisabled,\n} from '../monthEndCloseChecksView/monthEndCloseChecksViewSelector';\nimport {\n  ExpenseAutomationStepDetails,\n  ExpenseAutomationViewSelector,\n  getAllSteps,\n} from './selectorTypes/expenseAutomationViewSelectorTypes';\nimport {getExpenseAutomationFluxAnalysisView} from './selectors/fluxAnalysisViewSelector';\nimport {getExpenseAutomationJESchedulesView} from './selectors/jeSchedulesViewSelector';\nimport {getExpenseAutomationMissingReceiptsView} from './selectors/missingReceiptsSelector';\nimport {getExpenseAutomationReconciliationView} from './selectors/reconciliationViewSelector';\nimport {getExpenseAutomationTransactionView} from './selectors/transactionCategorizationSelector';\nimport {TransactionsTab} from './types/transactionsViewState';\n\nconst isPreviousStepDisabled = (\n  selectedTransactionCategorizationTab: TransactionsTab,\n  allSteps: ExpenseAutomationStepDetails[],\n  stepIndex: number,\n  currentTenant: CurrentTenant,\n  selectedPeriod: MonthYearPeriod,\n  userAllowedToAccessMonthEndInsights: boolean,\n  reportEmailSentDate?: ZeniDate,\n  auditSummary?: MonthEndAuditSummary\n): boolean => {\n  if (stepIndex === 0) {\n    return selectedTransactionCategorizationTab === 'autoCategorized'\n      ? false\n      : reportEmailSentDate == null\n        ? isMonthEndInsightDisabled(\n            currentTenant,\n            selectedPeriod,\n            userAllowedToAccessMonthEndInsights,\n            auditSummary\n          )\n        : true;\n  }\n  return allSteps[stepIndex - 1].isDisabled;\n};\n\nexport function getExpenseAutomationView(\n  state: RootState\n): ExpenseAutomationViewSelector {\n  const {\n    expenseAutomationViewState,\n    tenantState,\n    expenseAutomationMissingReceiptsViewState,\n    expenseAutomationJESchedulesViewState,\n    expenseAutomationTransactionsViewState,\n    expenseAutomationReconciliationViewState,\n    monthEndCloseChecksState,\n    companyState,\n  } = state;\n\n  const {loggedInUser, currentTenantId} = tenantState;\n  const currentTenant = getCurrentTenant(state);\n  const {currentSelectedView, selectedPeriodByTenantId} =\n    expenseAutomationViewState;\n\n  const {selectedTransactionCategorizationTab} =\n    expenseAutomationTransactionsViewState;\n\n  const selectedPeriod = selectedPeriodByTenantId[currentTenant.tenantId];\n\n  let currentSelectedViewFetchState: FetchStateAndError = {\n    fetchState: 'Not-Started',\n    error: undefined,\n  };\n  let currentSelectedViewBackgroundRefreshFetchState: FetchStateAndError = {\n    fetchState: 'Not-Started',\n    error: undefined,\n  };\n\n  const monthEndCloseChecksView = getMonthEndCloseChecksViewByTenantId(\n    state,\n    currentTenant.tenantId\n  );\n\n  const missingReceipts = getExpenseAutomationMissingReceiptsView(state);\n  const fluxAnalysis = getExpenseAutomationFluxAnalysisView(state);\n  const monthEndInsights = getCompanyMonthEndReportSelectorView(\n    state,\n    currentTenant.companyId,\n    loggedInUser\n  );\n  const reconciliation = getExpenseAutomationReconciliationView(state);\n  const expenseAutomationTransactionsView =\n    getExpenseAutomationTransactionView(state);\n\n  const jeSchedules = getExpenseAutomationJESchedulesView(state);\n  switch (currentSelectedView) {\n    case 'reconciliation':\n      currentSelectedViewFetchState = reconciliation.fetchStatus;\n      currentSelectedViewBackgroundRefreshFetchState =\n        reconciliation.refreshStatus;\n      break;\n    case 'flux_analysis':\n      currentSelectedViewFetchState = fluxAnalysis.fetchStatus;\n      currentSelectedViewBackgroundRefreshFetchState =\n        fluxAnalysis.refreshStatus;\n      break;\n    case 'je_schedules':\n      currentSelectedViewFetchState = {\n        fetchState: jeSchedules.fetchState,\n        error: jeSchedules.error,\n      };\n      currentSelectedViewBackgroundRefreshFetchState =\n        jeSchedules.refreshStatus;\n      break;\n    case 'missing_receipts':\n      currentSelectedViewFetchState = {\n        fetchState: missingReceipts.fetchState,\n        error: missingReceipts.error,\n      };\n      currentSelectedViewBackgroundRefreshFetchState =\n        missingReceipts.refreshStatus;\n      break;\n    case 'transaction_categorization':\n      currentSelectedViewFetchState = {\n        fetchState: expenseAutomationTransactionsView.fetchState,\n        error: expenseAutomationTransactionsView.error,\n      };\n      currentSelectedViewBackgroundRefreshFetchState =\n        expenseAutomationTransactionsView.refreshStatus;\n      break;\n    case 'month_end_insights':\n      currentSelectedViewFetchState = {\n        fetchState: monthEndInsights.fetchState,\n        error: monthEndInsights.error,\n      };\n      currentSelectedViewBackgroundRefreshFetchState = {\n        fetchState: 'Not-Started',\n        error: undefined,\n      };\n      break;\n  }\n\n  const fetchStateVariables: FetchStateAndError[] = [\n    expenseAutomationMissingReceiptsViewState,\n    expenseAutomationJESchedulesViewState,\n    expenseAutomationTransactionsView,\n    expenseAutomationReconciliationViewState,\n  ];\n\n  let allSteps: ExpenseAutomationStepDetails[] = [];\n  let auditSummary: MonthEndAuditSummary | undefined = undefined;\n\n  const currentCompany = companyState.companiesById[currentTenant.companyId];\n  const managementInfo = currentCompany?.managementInfo;\n  const preparerUserIds =\n    managementInfo != null ? managementInfo.preparerUserIds : [];\n  const isZeniUser = Boolean(loggedInUser?.userEmail?.includes('zeni.ai'));\n  const isPreparer =\n    loggedInUser != null && preparerUserIds.includes(loggedInUser.userId);\n\n  const userAllowedToAccessMonthEndInsights =\n    isZeniUser === false || isPreparer === false;\n\n  if (selectedPeriod != null) {\n    const monthYearPeriodId = toMonthYearPeriodId(selectedPeriod);\n    if (currentTenantId != null) {\n      auditSummary = getMonthEndCloseChecksForATenantForSelectedPeriod(\n        monthEndCloseChecksState,\n        currentTenantId,\n        selectedPeriod\n      )?.auditSummary;\n    }\n\n    allSteps = getAllSteps(\n      monthEndCloseChecksState,\n      monthYearPeriodId,\n      currentTenant.tenantId,\n      auditSummary\n    );\n\n    const reportEmailSentDate =\n      monthEndCloseChecksView.monthEndCloseChecks?.reportEmailSentDate;\n\n    allSteps.forEach((stepDetail, index, allStepsOriginal) => {\n      switch (stepDetail.step) {\n        case 'transaction_categorization':\n          allStepsOriginal[index] = {\n            ...stepDetail,\n            completionStatus:\n              expenseAutomationTransactionsView.completionStatus,\n          };\n          return;\n        case 'je_schedules':\n          allStepsOriginal[index] = {\n            ...stepDetail,\n            completionStatus: jeSchedules.completionStatus,\n          };\n          return;\n        case 'missing_receipts':\n          allStepsOriginal[index] = {\n            ...stepDetail,\n            completionStatus: missingReceipts.completionStatus,\n          };\n          return;\n        case 'month_end_insights':\n          allStepsOriginal[index] = {\n            ...stepDetail,\n            isDisabled:\n              reportEmailSentDate == null\n                ? isMonthEndInsightDisabled(\n                    currentTenant,\n                    selectedPeriod,\n                    userAllowedToAccessMonthEndInsights,\n                    auditSummary\n                  )\n                : true,\n          };\n          return;\n        case 'reconciliation':\n          allStepsOriginal[index] = {\n            ...stepDetail,\n            completionStatus: reconciliation.completionStatus,\n          };\n          return;\n        case 'flux_analysis':\n        default:\n          allStepsOriginal[index] = {\n            ...stepDetail,\n            completionStatus: fluxAnalysis.completionStatus,\n          };\n          return;\n      }\n    });\n\n    allSteps.forEach((stepDetail, index, allStepsOriginal) => {\n      allStepsOriginal[index] = {\n        ...stepDetail,\n        isNextDisabled:\n          index === allStepsOriginal.length - 1\n            ? allStepsOriginal[0].isDisabled\n            : stepDetail.step === 'reconciliation' &&\n                reconciliation.selectedAccountId != null &&\n                reconciliation.selectedTab === 'review'\n              ? false\n              : allStepsOriginal[index + 1].isDisabled,\n        isPrevDisabled: isPreviousStepDisabled(\n          selectedTransactionCategorizationTab,\n          allStepsOriginal,\n          index,\n          currentTenant,\n          selectedPeriod,\n          userAllowedToAccessMonthEndInsights,\n          reportEmailSentDate,\n          auditSummary\n        ),\n      };\n    });\n  }\n  const reducedFetchStatus = reduceAnyFetchState(fetchStateVariables); // Add more states\n\n  const reducedSaveStatus = reduceAllFetchState([\n    expenseAutomationTransactionsView.saveStatus, // TODO - Anjali add more states\n    expenseAutomationTransactionsView.markAsNotMiscategorizedStatus,\n  ]);\n\n  const reducedUpdateStatus = reduceAllFetchState([\n    expenseAutomationTransactionsView.saveStatus, // TODO - Anjali add more states\n  ]);\n\n  return {\n    jeSchedules,\n    transactionView: expenseAutomationTransactionsView,\n    missingReceipts,\n    reconciliation,\n    currentSelectedViewFetchState,\n    currentSelectedViewBackgroundRefreshFetchState,\n    fluxAnalysis,\n    fetchState: reducedFetchStatus.fetchState,\n    error: undefined,\n    currentSelectedView,\n    selectedTransactionCategorizationTab,\n    saveStatus: reducedSaveStatus,\n    updateStatus: reducedUpdateStatus,\n    allSteps,\n    completionStatus: missingReceipts.completionStatus,\n    selectedPeriod,\n    auditSummary,\n    monthEndInsights,\n    monthEndCloseChecksView,\n  };\n}\n"]}

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

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

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

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

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

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

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

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

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

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

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

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

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

@@ -1 +0,0 @@
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package/lib/esm/view/expenseAutomationView/payload/jeSchedulesPayload.js.map

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

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

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

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

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

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

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

package/lib/esm/view/expenseAutomationView/reducers/fluxAnalysisViewReducer.js.map

@@ -1 +0,0 @@
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{PayloadAction, createSlice} from '@reduxjs/toolkit';\n\nimport {CurrencyPayload} from '../../../commonPayloadTypes/v2/viewAndReportPayloadv2';\nimport {ID} from '../../../commonStateTypes/common';\nimport {\n  MonthYearPeriod,\n  toMonthYearPeriodId,\n} from '../../../commonStateTypes/timePeriod';\nimport {PageToken} from '../../../commonStateTypes/viewAndReport/viewAndReport';\nimport {defaultVendorCurrency} from '../../../entity/vendor/vendorState';\nimport {ZeniAPIStatus} from '../../../responsePayload';\nimport {\n  toBalancesByMonthFromPayload,\n  toVendorFluxAnalysisStatusFromPayload,\n} from '../helpers/helpers';\nimport {\n  FluxAccountAndClassPayload,\n  FluxAnalysisOperatingExpensePayload,\n  FluxAnalysisTotalPayload,\n  PageMetadataPayload,\n} from '../payload/fluxAnalysisPayload';\nimport {FluxAnalysisSectionType} from '../selectorTypes/fluxAnalysisViewSelectorTypes';\nimport {\n  FluxAnalysisActionType,\n  FluxAnalysisEntities,\n  FluxAnalysisOperatingExpense,\n  FluxAnalysisViewGroup,\n  FluxAnalysisViewState,\n  FluxAnalysisViewUIState,\n  FluxVendorAccountsAndClasses,\n} from '../types/fluxAnalysisViewState';\n\nexport const initialState: FluxAnalysisViewState = {\n  fluxAnalysisEntities: {operatingExpenses: []},\n  uiState: {\n    scrollPosition: {scrollTop: 0, scrollLeft: undefined},\n    sortKey: 'vendor',\n    searchString: '',\n    sortOrder: 'ascending',\n\n    paginationInfoByGroup: {\n      generalExpense: {\n        pageToken: null,\n        hasMore: true,\n        totalCount: 0,\n        limit: 10,\n      },\n      reimbursement: {\n        pageToken: null,\n        hasMore: true,\n        totalCount: 0,\n        limit: 10,\n      },\n    },\n    collapsableStatus: {\n      generalExpense: true,\n      reimbursement: true,\n    },\n  },\n  fetchState: 'Not-Started',\n  error: undefined,\n  currency: defaultVendorCurrency,\n  totalBalancesAndVariance: undefined,\n  hasValidState() {\n    return this.fetchState == 'Completed';\n  },\n  refreshStatus: {\n    fetchState: 'Not-Started',\n    error: undefined,\n  },\n  bulkReviewStatus: {\n    fetchState: 'Not-Started',\n    error: undefined,\n  },\n  groupsBySelectedPeriod: {},\n  reviewOperatingExpenseIdsByPeriod: {},\n  selectedSectionIdsByPeriod: {},\n};\n\nconst expenseAutomationFluxAnalysisView = createSlice({\n  name: 'expenseAutomationFluxAnalysisView',\n  initialState,\n  reducers: {\n    fetchFluxAnalysisView: {\n      reducer(\n        draft,\n        action: PayloadAction<{\n          cacheOverride: boolean;\n          fetchReimbursement: boolean;\n          monthAndYear: MonthYearPeriod;\n          pageToken: PageToken;\n          refreshViewInBackground: boolean;\n          keepExistingListItems?: boolean;\n          resetListItems?: boolean;\n        }>\n      ) {\n        const {\n          refreshViewInBackground,\n          monthAndYear,\n          resetListItems,\n          fetchReimbursement,\n        } = action.payload;\n        const periodId = toMonthYearPeriodId(monthAndYear);\n\n        if (refreshViewInBackground) {\n          draft.refreshStatus = {fetchState: 'In-Progress', error: undefined};\n        } else {\n          draft.fetchState = 'In-Progress';\n          const group = draft.groupsBySelectedPeriod[periodId];\n\n          // Initialize group structure if it's the first fetch\n          if (group == null) {\n            draft.groupsBySelectedPeriod[periodId] = getInProgressGroup();\n          } else {\n            // Update fetch status based on fetchReimbursement\n            const statusField = fetchReimbursement\n              ? 'reimbursement'\n              : 'generalExpense';\n            group[statusField].fetchStatus = {\n              fetchState: 'In-Progress',\n              error: undefined,\n            };\n          }\n\n          // Reset list if necessary\n          if (resetListItems === true) {\n            const statusField = fetchReimbursement\n              ? 'reimbursement'\n              : 'generalExpense';\n            draft.groupsBySelectedPeriod[periodId][\n              statusField\n            ].operatingExpenseIds = [];\n          }\n        }\n      },\n\n      prepare(\n        monthAndYear: MonthYearPeriod,\n        cacheOverride: boolean,\n        refreshViewInBackground: boolean,\n        pageToken: PageToken,\n        fetchReimbursement = false,\n        keepExistingListItems?: boolean,\n        resetListItems?: boolean\n      ) {\n        return {\n          payload: {\n            monthAndYear,\n            refreshViewInBackground,\n            cacheOverride,\n            pageToken,\n            fetchReimbursement,\n            keepExistingListItems,\n            resetListItems,\n          },\n        };\n      },\n    },\n\n    fetchFluxAnalysisViewSuccess(\n      draft,\n      action: PayloadAction<{\n        currency: CurrencyPayload;\n        expensesPayload: FluxAnalysisOperatingExpensePayload[];\n        fetchReimbursement: boolean;\n        selectedPeriod: MonthYearPeriod;\n        keepExistingListItems?: boolean;\n        totalsPayload?: FluxAnalysisTotalPayload;\n      }>\n    ) {\n      const {\n        expensesPayload,\n        selectedPeriod,\n        keepExistingListItems,\n        fetchReimbursement,\n        currency,\n        totalsPayload,\n      } = action.payload;\n\n      const periodId = toMonthYearPeriodId(selectedPeriod);\n      const group = draft.groupsBySelectedPeriod[periodId];\n      const groupToBeFetched = fetchReimbursement\n        ? group.reimbursement\n        : group.generalExpense;\n      const fluxOpExEntityIds = expensesPayload.map(\n        (expense) => expense.flux_analysis_entity_id\n      );\n\n      // Handle fetch completion\n      handleFetchCompletion(\n        draft,\n        selectedPeriod,\n        fetchReimbursement,\n        groupToBeFetched\n      );\n\n      draft.fetchState = 'Completed';\n\n      // Update flux analysis entities\n      const allFluxAnalysisEntities = updateFluxAnalysisEntities(\n        draft.fluxAnalysisEntities,\n        expensesPayload,\n        currency\n      );\n\n      // Update operating expense ids based on the \"keepExistingListItems\" flag\n      updateOperatingExpenseIds(\n        draft,\n        selectedPeriod,\n        groupToBeFetched,\n        fluxOpExEntityIds,\n        fetchReimbursement,\n        keepExistingListItems\n      );\n\n      // Update total balances and variance if available\n      if (totalsPayload != null) {\n        updateTotals(draft, selectedPeriod, totalsPayload, currency);\n      }\n\n      // Set currency\n      draft.currency = {\n        currencyCode: currency.currency_code,\n        currencySymbol: currency.currency_symbol,\n      };\n\n      // Reset review operating expenses ids for the period\n      draft.reviewOperatingExpenseIdsByPeriod[periodId] = [];\n\n      // Final update of flux analysis entities\n      draft.fluxAnalysisEntities = allFluxAnalysisEntities;\n    },\n    updateFluxAnalysisViewPageMetaData(\n      draft,\n      action: PayloadAction<{\n        fetchReimbursement: boolean;\n        pageMetaData?: PageMetadataPayload;\n      }>\n    ) {\n      draft.uiState = {\n        ...draft.uiState,\n        paginationInfoByGroup: {\n          generalExpense:\n            action.payload.fetchReimbursement === true\n              ? draft.uiState.paginationInfoByGroup.generalExpense\n              : {\n                  ...draft.uiState.paginationInfoByGroup.generalExpense,\n                  pageToken:\n                    action.payload.pageMetaData?.next_page_token ?? null,\n                  hasMore:\n                    action.payload.pageMetaData?.is_more_data_to_load ?? true,\n                },\n          reimbursement:\n            action.payload.fetchReimbursement === false\n              ? draft.uiState.paginationInfoByGroup.reimbursement\n              : {\n                  ...draft.uiState.paginationInfoByGroup.reimbursement,\n                  pageToken:\n                    action.payload.pageMetaData?.next_page_token ?? null,\n                  hasMore:\n                    action.payload.pageMetaData?.is_more_data_to_load ?? true,\n                },\n        },\n      };\n    },\n    fetchFluxAnalysisViewFailure(\n      draft,\n      action: PayloadAction<{\n        fetchReimbursement: boolean;\n        selectedPeriod: MonthYearPeriod;\n        status: ZeniAPIStatus;\n      }>\n    ) {\n      const {status, fetchReimbursement, selectedPeriod} = action.payload;\n      const periodId = toMonthYearPeriodId(selectedPeriod);\n      if (fetchReimbursement) {\n        updateFetchFailureStatus(\n          draft,\n          selectedPeriod,\n          'reimbursement',\n          status\n        );\n      } else {\n        const generalExpenseStatus =\n          draft.groupsBySelectedPeriod[periodId]?.generalExpense?.fetchStatus\n            .fetchState;\n        if (generalExpenseStatus === 'In-Progress') {\n          updateFetchFailureStatus(\n            draft,\n            selectedPeriod,\n            'generalExpense',\n            status\n          );\n        } else {\n          draft.refreshStatus = {fetchState: 'Error', error: status};\n        }\n      }\n\n      draft.fetchState = 'Error';\n      draft.error = status;\n    },\n    // This action updates the sections ids whenever a section is bulk selected\n    updateSelectedSectionIdsForReview(\n      draft,\n      action: PayloadAction<{\n        sectionId: FluxAnalysisSectionType[];\n        selectedPeriod: MonthYearPeriod;\n      }>\n    ) {\n      const {sectionId, selectedPeriod} = action.payload;\n      draft.selectedSectionIdsByPeriod[toMonthYearPeriodId(selectedPeriod)] =\n        sectionId;\n    },\n    updateOperatingExpensesIdsForReview(\n      draft,\n      action: PayloadAction<{\n        operatingExpenseIds: ID[];\n        selectedPeriod: MonthYearPeriod;\n      }>\n    ) {\n      const {operatingExpenseIds, selectedPeriod} = action.payload;\n      draft.reviewOperatingExpenseIdsByPeriod[\n        toMonthYearPeriodId(selectedPeriod)\n      ] = operatingExpenseIds;\n    },\n\n    reviewFluxAnalysisView: {\n      reducer(draft) {\n        draft.bulkReviewStatus = {\n          fetchState: 'In-Progress',\n        };\n      },\n      prepare(\n        actionType: FluxAnalysisActionType,\n        operatingExpenseIds: ID[],\n        selectedPeriod: MonthYearPeriod,\n        isBulk?: boolean\n      ) {\n        return {\n          payload: {actionType, operatingExpenseIds, selectedPeriod, isBulk},\n        };\n      },\n    },\n    reviewFluxAnalysisViewSuccess(\n      draft,\n      action: PayloadAction<{\n        currency: CurrencyPayload;\n        expensesPayload: FluxAnalysisOperatingExpensePayload[];\n        selectedPeriod: MonthYearPeriod;\n      }>\n    ) {\n      const {expensesPayload, currency, selectedPeriod} = action.payload;\n      const periodId = toMonthYearPeriodId(selectedPeriod);\n\n      // Create a map of flux entity IDs to be removed for efficiency\n      const fluxEntitiesToRemove = new Set(\n        expensesPayload.map(\n          (opExPayload) => opExPayload.flux_analysis_entity_id\n        )\n      );\n\n      // Generate updated flux entities\n      const updatedFluxEntities = [\n        ...draft.fluxAnalysisEntities.operatingExpenses.filter(\n          (fluxEntity) =>\n            !fluxEntitiesToRemove.has(fluxEntity.fluxAnalysisEntityId)\n        ),\n        ...expensesPayload.map((opExPayload) =>\n          toFluxAnalysisOperatingExpense(opExPayload, currency)\n        ),\n      ];\n\n      // Update the draft with the new list of operating expenses\n      draft.fluxAnalysisEntities = {\n        operatingExpenses: updatedFluxEntities,\n      };\n\n      // Reset the review state\n      draft.reviewOperatingExpenseIdsByPeriod[periodId] = [];\n      draft.selectedSectionIdsByPeriod[periodId] = [];\n      draft.bulkReviewStatus = {\n        fetchState: 'Completed',\n      };\n    },\n\n    reviewFluxAnalysisViewFailure(\n      draft,\n      action: PayloadAction<{\n        operatingExpenseIds: ID[];\n        status: ZeniAPIStatus;\n      }>\n    ) {\n      const {status} = action.payload;\n      draft.bulkReviewStatus = {\n        fetchState: 'Error',\n        error: status,\n      };\n    },\n    updateFluxAnalysisViewUIState(\n      draft,\n      action: PayloadAction<Partial<FluxAnalysisViewUIState>>\n    ) {\n      if (action.payload.sortKey != null) {\n        draft.uiState.sortKey = action.payload.sortKey;\n      }\n      if (action.payload.sortOrder != null) {\n        draft.uiState.sortOrder = action.payload.sortOrder;\n      }\n      if (action.payload.searchString != null) {\n        draft.uiState.searchString = action.payload.searchString;\n      }\n      if (action.payload.scrollPosition != null) {\n        draft.uiState.scrollPosition = action.payload.scrollPosition;\n      }\n      if (action.payload.collapsableStatus != null) {\n        draft.uiState.collapsableStatus = action.payload.collapsableStatus;\n      }\n    },\n    clearExpenseAutomationFluxAnalysisView(draft) {\n      Object.assign(draft, initialState);\n    },\n  },\n});\n\nconst toFluxAnalysisOperatingExpenses = (\n  operatingExpensesPayload: FluxAnalysisOperatingExpensePayload[],\n  currency: CurrencyPayload\n): FluxAnalysisOperatingExpense[] => {\n  const operatingExpenses: FluxAnalysisOperatingExpense[] = [];\n  operatingExpensesPayload.forEach((operatingExpensePayload) => {\n    operatingExpenses.push(\n      toFluxAnalysisOperatingExpense(operatingExpensePayload, currency)\n    );\n  });\n  return operatingExpenses;\n};\n\nconst toFluxAnalysisOperatingExpense = (\n  operatingExpensePayload: FluxAnalysisOperatingExpensePayload,\n  currency: CurrencyPayload\n): FluxAnalysisOperatingExpense => {\n  return {\n    fluxAnalysisEntityId: operatingExpensePayload.flux_analysis_entity_id,\n    vendorId: operatingExpensePayload.vendor_id,\n    vendorAccountsAndClasses: toVendorAccountsAndClasses(\n      operatingExpensePayload.category_and_class_json,\n      currency\n    ),\n    userId: operatingExpensePayload.reviewed_by_user_id ?? undefined,\n    varianceAmount: operatingExpensePayload.variance_amount,\n    variancePercentage: operatingExpensePayload.variance_percentage,\n    currency: {\n      currencyCode: currency.currency_code,\n      currencySymbol: currency.currency_symbol,\n    },\n    anomalyReason: operatingExpensePayload.anomaly_reason,\n    status: toVendorFluxAnalysisStatusFromPayload(\n      operatingExpensePayload.status\n    ),\n    balancesByMonth: toBalancesByMonthFromPayload(\n      operatingExpensePayload.month_1,\n      operatingExpensePayload.month_2,\n      currency\n    ),\n  };\n};\nconst toVendorAccountsAndClasses = (\n  accountAndClassJSON: FluxAccountAndClassPayload[],\n  currency: CurrencyPayload\n): FluxVendorAccountsAndClasses[] => {\n  return accountAndClassJSON.map(\n    (accountAndClass: FluxAccountAndClassPayload) => {\n      return {\n        varianceAmount: accountAndClass.variance_amount,\n        variancePercentage: accountAndClass.variance_percentage,\n        accountId: accountAndClass.account_id,\n        classId: accountAndClass.accounting_class_id,\n        balancesByMonth: toBalancesByMonthFromPayload(\n          accountAndClass.month_1,\n          accountAndClass.month_2,\n          currency\n        ),\n      };\n    }\n  );\n};\n\nconst getInProgressGroup = () => {\n  return {\n    generalExpense: {\n      fetchStatus: {\n        fetchState: 'In-Progress',\n        error: undefined,\n      },\n      operatingExpenseIds: [],\n      total: undefined,\n    } as FluxAnalysisViewGroup,\n    reimbursement: {\n      fetchStatus: {fetchState: 'Not-Started', error: undefined},\n      operatingExpenseIds: [],\n      total: undefined,\n    } as FluxAnalysisViewGroup,\n  };\n};\n// Helper function to handle the fetch completion\nconst handleFetchCompletion = (\n  draft: FluxAnalysisViewState,\n  selectedPeriod: MonthYearPeriod,\n  fetchReimbursement: boolean,\n  groupToBeFetched: FluxAnalysisViewGroup\n) => {\n  const periodId = toMonthYearPeriodId(selectedPeriod);\n\n  if (fetchReimbursement) {\n    draft.groupsBySelectedPeriod[periodId].reimbursement.fetchStatus = {\n      fetchState: 'Completed',\n      error: undefined,\n    };\n  } else if (groupToBeFetched.fetchStatus.fetchState === 'In-Progress') {\n    draft.groupsBySelectedPeriod[periodId].generalExpense.fetchStatus = {\n      fetchState: 'Completed',\n      error: undefined,\n    };\n  } else {\n    draft.refreshStatus = {fetchState: 'Completed', error: undefined};\n  }\n};\n\n// Helper function to update flux analysis entities\nconst updateFluxAnalysisEntities = (\n  existingEntities: FluxAnalysisEntities,\n  expensesPayload: FluxAnalysisOperatingExpensePayload[],\n  currency: CurrencyPayload\n) => {\n  const incomingExpenses = toFluxAnalysisOperatingExpenses(\n    expensesPayload,\n    currency\n  );\n\n  // Combine existing and incoming expenses, prioritizing incoming\n  const allExpenses = [\n    ...existingEntities.operatingExpenses,\n    ...incomingExpenses,\n  ];\n\n  // Use a Map to deduplicate by fluxAnalysisEntityId, keeping the latest (incoming) entry\n  const expensesMap = new Map<ID, FluxAnalysisOperatingExpense>();\n  allExpenses.forEach((expense) => {\n    expensesMap.set(expense.fluxAnalysisEntityId, expense);\n  });\n\n  return {operatingExpenses: Array.from(expensesMap.values())};\n};\n\n// Helper function to update operating expense ids\nconst updateOperatingExpenseIds = (\n  draft: FluxAnalysisViewState,\n  selectedPeriod: MonthYearPeriod,\n  groupToBeFetched: FluxAnalysisViewGroup,\n  fluxOpExEntityIds: ID[],\n  fetchReimbursement: boolean,\n  keepExistingListItems?: boolean\n) => {\n  const periodId = toMonthYearPeriodId(selectedPeriod);\n  const updatedOperatingExpenseIds =\n    keepExistingListItems === true\n      ? Array.from(\n          new Set([\n            ...groupToBeFetched.operatingExpenseIds,\n            ...fluxOpExEntityIds,\n          ])\n        )\n      : fluxOpExEntityIds;\n\n  if (fetchReimbursement) {\n    draft.groupsBySelectedPeriod[periodId].reimbursement.operatingExpenseIds =\n      updatedOperatingExpenseIds;\n  } else {\n    draft.groupsBySelectedPeriod[periodId].generalExpense.operatingExpenseIds =\n      updatedOperatingExpenseIds;\n  }\n};\n\n// Helper function to update totals\nconst updateTotals = (\n  draft: FluxAnalysisViewState,\n  selectedPeriod: MonthYearPeriod,\n  totalsPayload: FluxAnalysisTotalPayload,\n  currency: CurrencyPayload\n) => {\n  const periodId = toMonthYearPeriodId(selectedPeriod);\n\n  draft.totalBalancesAndVariance = {\n    balancesByMonth: toBalancesByMonthFromPayload(\n      totalsPayload.total.month_1,\n      totalsPayload.total.month_2,\n      currency\n    ),\n    varianceAmount: totalsPayload.total.variance_amount,\n    variancePercentage: totalsPayload.total.variance_percentage,\n  };\n\n  draft.groupsBySelectedPeriod[periodId].generalExpense.total = {\n    balancesByMonth: toBalancesByMonthFromPayload(\n      totalsPayload.general_expenses.month_1,\n      totalsPayload.general_expenses.month_2,\n      currency\n    ),\n    varianceAmount: totalsPayload.general_expenses.variance_amount,\n    variancePercentage: totalsPayload.general_expenses.variance_percentage,\n  };\n\n  draft.groupsBySelectedPeriod[periodId].reimbursement.total = {\n    balancesByMonth: toBalancesByMonthFromPayload(\n      totalsPayload.reimbursement.month_1,\n      totalsPayload.reimbursement.month_2,\n      currency\n    ),\n    varianceAmount: totalsPayload.reimbursement.variance_amount,\n    variancePercentage: totalsPayload.reimbursement.variance_percentage,\n  };\n};\n\n// Helper function to update the fetch failure status for a group\nconst updateFetchFailureStatus = (\n  draft: FluxAnalysisViewState,\n  selectedPeriod: MonthYearPeriod,\n  groupType: 'reimbursement' | 'generalExpense',\n  status: ZeniAPIStatus\n) => {\n  const periodId = toMonthYearPeriodId(selectedPeriod);\n\n  const group = draft.groupsBySelectedPeriod[periodId][groupType];\n  group.operatingExpenseIds = [];\n  group.fetchStatus = {fetchState: 'Error', error: status};\n};\n\nexport const {\n  fetchFluxAnalysisView,\n  fetchFluxAnalysisViewSuccess,\n  fetchFluxAnalysisViewFailure,\n  clearExpenseAutomationFluxAnalysisView,\n  updateOperatingExpensesIdsForReview,\n  reviewFluxAnalysisView,\n  reviewFluxAnalysisViewSuccess,\n  reviewFluxAnalysisViewFailure,\n  updateFluxAnalysisViewUIState,\n  updateFluxAnalysisViewPageMetaData,\n  updateSelectedSectionIdsForReview,\n} = expenseAutomationFluxAnalysisView.actions;\n\nexport default expenseAutomationFluxAnalysisView.reducer;\n"]}